Multimode electromechanical variable speed transmission apparatus and method of control
10077823 ยท 2018-09-18
Inventors
Cpc classification
F16H2200/2035
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
B60K6/543
PERFORMING OPERATIONS; TRANSPORTING
Y02T10/7072
GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
B60W10/08
PERFORMING OPERATIONS; TRANSPORTING
F16H2037/104
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2200/2005
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2200/2097
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2200/2082
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2200/2094
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2037/0873
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2200/2064
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
Y02T10/70
GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
F16H2200/2007
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
B60L50/61
PERFORMING OPERATIONS; TRANSPORTING
F16H2037/103
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H3/728
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
F16H2200/0034
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
B60L50/16
PERFORMING OPERATIONS; TRANSPORTING
Y02T10/62
GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
B60K6/445
PERFORMING OPERATIONS; TRANSPORTING
F16H2037/101
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
B60W10/02
PERFORMING OPERATIONS; TRANSPORTING
F16H2200/2038
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
B60K6/547
PERFORMING OPERATIONS; TRANSPORTING
B60L58/21
PERFORMING OPERATIONS; TRANSPORTING
Y02T10/72
GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
B60L15/2054
PERFORMING OPERATIONS; TRANSPORTING
B60K1/02
PERFORMING OPERATIONS; TRANSPORTING
Y02T10/64
GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
Y10S903/911
GENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
B60K6/365
PERFORMING OPERATIONS; TRANSPORTING
F16H2200/2023
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
International classification
F16H3/72
MECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
B60K6/543
PERFORMING OPERATIONS; TRANSPORTING
B60K6/445
PERFORMING OPERATIONS; TRANSPORTING
B60K6/365
PERFORMING OPERATIONS; TRANSPORTING
B60K1/02
PERFORMING OPERATIONS; TRANSPORTING
B60W10/02
PERFORMING OPERATIONS; TRANSPORTING
B60K6/547
PERFORMING OPERATIONS; TRANSPORTING
B60L15/20
PERFORMING OPERATIONS; TRANSPORTING
B60W10/08
PERFORMING OPERATIONS; TRANSPORTING
Abstract
The current invention discloses a multi-mode electro-mechanical variable speed transmission. The transmission includes an input shaft, an output system, planetary gear set having at least three braches each represents a co-axial rotating member, two electric machines along with the associated controllers for the electric machines, and a clutch. The first branch couples to the first electric machine with a constant speed ratio; the second branch couples to the output system with a constant speed ratio; and the third branch couples to the input shaft with a constant speed ratio; the second electric machine selectively couples to two different the branches of the planetary gear set with two different constant speed ratios, respectively. The multi-mode electro-mechanical variable speed transmission is capable of providing multiple operation modes including two electric drive modes and two power split operation modes. Different operation modes cover different speed ratio regimes and are suitable for different power requirements. At the mode switching point, the corresponding clutch or clutches is automatically synchronized. This avoids shock loads during operation mode switching. The transmission is capable of providing operations with at least a fixed output to input speed ratio.
Claims
1. A multi-mode electro-mechanical variable speed transmission comprising: a gear system, an input shaft, an output system, a first electric machine, a second electric machine; and a first torque transfer device; said gear system including a second planetary gear set having coaxial components including a first co-axial rotatable component, a second co-axial rotatable component, and a third co-axial rotatable component; said output system including at least one drive shaft; said first electric machine connecting to the first co-axial rotatable component of the at least one planetary gear set with a constant speed ratio; said output system being connected to the second co-axial rotatable component of the at least one planetary gear set with a constant speed ratio; said input shaft being connected to the third co-axial rotatable component of the at least one planetary gear set with a constant speed ratio; and said second electric machine being selectively connectable through said first torque transfer device to one of the co-axial components of the second planetary gear set with a first constant speed ratio, and to another of the co-axial components of the second planetary gear set with a second constant speed ratio, wherein the first and second constant speed ratios are different.
2. The multi-mode electro-mechanical variable speed transmission according to claim 1, further comprising a first planetary gear set, the second electric machine selectively couples in a direct connection to the one of the co-axial rotatable components of the second planetary gear set with the first constant speed ratio, and in an indirect connection through the first planetary gear set to the another of the co-axial rotatable components of the second planetary gear set with the second constant speed ratio; the first constant speed ratio and the second constant speed ratio are different.
3. The multi-mode electro-mechanical variable speed transmission according to claim 2, wherein said second planetary gear set is a four-branch planetary gear set having the first co-axial rotatable component, the second co-axial rotatable component, the third co-axial rotatable component and a fourth co-axial rotatable component; the second electric machine selectively couples in a direct connection to the fourth co-axial rotatable component of the four-branch planetary gear set with the first constant speed ratio, and in an indirect connection through said first planetary gear set to the second co-axial rotatable component of the four-branch planetary gear set with the second speed ratio.
4. The multi-mode electro-mechanical variable speed transmission according to claim 3, further comprising a first stationary member; said first planetary gear set is a three-branch planetary gear set having a first co-axial rotatable component, a second co-axial rotatable component, and a third co-axial rotatable component; the first co-axial rotatable component of the three-branch planetary gear set couples to the first stationary member; the second co-axial rotatable component of the three-branch planetary gear set couples to the second co-axial rotatable component of the four-branch planetary gear set; the second electric machine selectively couples to the third co-axial rotatable component of the three-branch planetary gear set and to the fourth co-axial rotatable component of the four-branch planetary gear set through said first torque transfer device through said first torque transfer device.
5. The multi-mode electro-mechanical variable speed transmission according to claim 4, further comprising a second torque transfer device and a second stationary member; the second torque transfer device selectively couples the input shaft and the third co-axial rotatable component of the four-branch planetary gear set to the second stationary member.
6. The multi-mode electro-mechanical variable speed transmission according to claim 5, further comprising a third torque transfer device and a third stationary member; the third torque transfer device selectively couples the fourth co-axial rotatable component of the four-branch planetary gear set to the third stationary member.
7. The multi-mode electro-mechanical variable speed transmission according to claim 5, wherein the first torque transfer device is a dog-clutch having at least two engagement positions; the second torque transfer device is a one-way clutch capable of providing reaction torque to said at least one planetary gear set and preventing the input shaft from rotating in reverse direction.
8. The multi-mode electro-mechanical variable speed transmission according to claim 3, wherein said four-branch planetary gear set can be represented by a four-knot lever diagram, wherein the inter-distance between the first and 3.sup.rd knots measures (K.sub.b) units of length, the inter-distance between the second and 3.sup.rd knots measures (K.sub.a) units of length, the inter-distance between the third and the 4.sup.th knots is one unit of length, and the four-branch planetary gear set satisfies the following relationship:
9. The multi-mode electro-mechanical variable speed transmission according to claim 8, wherein said first planetary gear set is three-branch planetary gear set and can be represented by a three-knot lever diagram, wherein the inter-distance between the first and 2.sup.nd knot measures one unit of length; the inter-distance between the second and 3.sup.rd knots measures (K.sub.s) units of length, and the three-branch planetary gear set and the four-branch planetary gear set satisfy one of the following relationships:
10. The multi-mode electro-mechanical variable speed transmission according to claim 9, wherein the characteristic parameters of the four-branch planetary gear set (K.sub.a) and (K.sub.b) satisfy following relationships,
11. The multi-mode electro-mechanical variable speed transmission according to claim 2, wherein said first planetary gear set and said second planetary gear set are co-axially aligned and positioned adjacent to each other along an axial direction.
12. The multi-mode electro-mechanical variable speed transmission according to claim 1, wherein said first torque transfer device has at least four engagement positions; and said engagement positions are aligned adjacent to each other along an axial direction.
13. A multi-mode electro-mechanical variable speed transmission, comprising: a gear system, an output system, an input shaft, a first electric machine, a second electric machine, a first torque transfer device and a first stationary member; said gear system including a first planetary gear set and a second planetary gear set, each having at least a first co-axial rotatable component, a second co-axial rotatable component, and a third co-axial rotatable component; one of the co-axial rotatable components of the first planetary gear set couples to the first stationary member and another co-axial rotatable component of the first planetary gear set couples to a co-axial rotatable component of the second planetary gear set; the output system including at least one drive shaft; the first electric machine being connected to the first co-axial rotatable component of the second planetary gear set with a constant speed ratio; the output system being connected to the second co-axial rotatable component of the second planetary gear set with a constant speed ratio; the input shaft being connected to the third co-axial rotatable component of the second planetary gear set with a constant speed ratio; and the second electric machine is selectively connectable through the first torque transfer device to one co-axial component of the second planetary gear set with a first constant speed ratio, and to another co-axial component of the second planetary gear set via the first planetary gear set with a second constant speed ratio, wherein the first constant speed ratio and the second constant speed ratio are different.
14. A method of designing, producing and operating the multi-mode electro-mechanical variable speed transmission of claim 13, the method includes: providing a gear system having a first planetary gear set and a second planetary gear set, each including at least a first co-axial rotatable component, a second co-axial rotatable component, and a third co-axial rotatable component; providing an input shaft, an output system, a first electric machine, a second electric machine, a first stationary member and a first torque transfer device; coupling the first co-axial rotatable component of the first planetary gear set to the first stationary member; coupling the second co-axial rotatable component of the first planetary gear set to the second co-axial rotatable component of the second planetary gear set; coupling the first co-axial rotatable component of the second planetary gear set to the first electric machine; coupling the second co-axial rotatable component of the second planetary set to the output system; coupling the third co-axial rotatable component of the second planetary set to the input shaft; coupling the second electric machine selectively through the first torque device to one of the co-axial components of the first planetary gear set and to one of the co-axial rotatable components of the second planetary gear set; and operating the multi-mode electro-mechanical variable speed transmission in at least two different power split modes based on a predetermined speed ratio of the two co-axial rotatable components of the second planetary gear set that connect to the output system and the input shaft, respectively.
15. The method according to claim 14, wherein the first planetary gear set is represented by a first lever diagram having at least three knots, the inter-distance between the first and second knots measured one unit, and the inter-distance between the second and third knots measures K.sub.s units; wherein the second planetary gear set is represented by a second lever diagram having at least four knots; the inter-distance between the first and third knots measures K.sub.b units, the inter-distance between the second and third knots measures K.sub.a units, and the inter-distance between the third and fourth knots measures one unit; and wherein the predetermined speed ratio SR.sub.b is the input to output speed ratio of the gear system and is determined as
16. The method according to claim 14, wherein the first planetary gear set is represented by a first lever diagram having at least three knots, the inter-distance between the first and second knots measures one unit, the inter-distance between the second and third knots measures K.sub.S1 units; wherein the second planetary gear set is represented by a second lever diagram having at least three knots; the inter-distance between the first and second knots measures one unit, the inter-distance between the second and the third knots measures K.sub.S2 units; and wherein the predetermined speed ratio SR.sub.b is an input to output speed ratio of the gear system and is determined as
17. The method according to claim 14, wherein the second planetary gear includes a fourth co-axial rotatable component; and the step of coupling the second electric machine includes coupling the second electric machine selectively through the first torque device to the third co-axial component of the first planetary gear set or to the fourth co-axial rotatable component of the second planetary gear set.
18. The method according to claim 14, wherein the step of coupling the second electric machine includes coupling the second electric machine selectively through the first torque device to the third co-axial component of the first planetary gear set or to the third co-axial rotatable component of the second planetary gear set.
19. The method according to claim 14, further comprising the steps of arranging and aligning the first planetary gear set, the second planetary gear set, and the first torque transfer device along a same rotational axis; and arranging and aligning the first electric machine and the second electric machine along the same rotational axis.
20. The method according to claim 14, wherein the first torque transfer device is provided with at least four engagement positions arranged adjacent to each other along an axial direction.
21. The multi-mode electro-mechanical variable speed transmission according to claim 13, wherein the second planetary gear set includes a fourth co-axial rotatable component, the first co-axial rotatable component of the first planetary gear set couples to the first stationary member, the second co-axial rotatable component of the first planetary gear set couples to the second co-axial rotatable component of the second planetary gear set, and the second electric machine is selectively connectable through the first torque transfer device to the third co-axial component of the first planetary gear set, and to the fourth co-axial component of the second planetary gear set.
22. The multi-mode electro-mechanical variable speed transmission according to claim 13, further comprising a second torque transfer device; said first and second planetary gear sets, said first and second torque transfer devices, and said first and second electric machines being arranged on a same rotational axis, the first and second planetary gear set being arranged adjacent to each other along axial direction, and the first torque transfer device, the first planetary gear set, and second planetary gear sets are sandwiched between the two electric machines.
23. The multi-mode electro-mechanical variable speed transmission according to claim 13, wherein the first torque transfer device has a first engagement position in which the torque transfer device couples the second electric machine to a co-axial rotatable component of the first planetary gear set, a second engagement position in which the first torque transfer device couples the second electric machine to a co-axial rotatable component of the first planetary gear set and a coaxial rotatable component of the second planetary gear set; a third engagement position in which the first torque transfer device couples the second electric machine to the one co-axial component of the second planetary gear set; and a fourth engagement position in which the first torque transfer device couples the second electric machine to the another co-axial component of the second planetary gear set via the first planetary gear set and to another stationary member of the transmission.
Description
BRIEF DESCRIPTION OF THE DRAWINGS
(1) In the accompany drawings which form part of the specification:
(2)
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(14)
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
(15) The current invention can have various embodiments, variants, and configurations that incorporate the spirit of current invention. Embodiments and configurations disclosed hereafter in text and in illustrations are used for the purpose of explanation only and shall not be interpreted as limitation to the scope of current invention. The following detailed description illustrates the invention by way of example and not by way of limitation.
(16)
(17)
(18) It should be understood that a lever diagram is a schematic representation of a planetary gear set wherein the co-axial rotatable components of planetary gear set are each represented by a knot on the lever diagram. The lever diagram can be used to graphically describe rotation speeds among the co-axial rotatable components. Those having ordinary skill in the art will recognize that when referring to a knot on a lever diagram, it is equivalent to referring to the corresponding co-axial rotatable component of the planetary gear set which the lever diagram is representing and vice versa. Those having ordinary skill in the art will understand that the terms such as couple, connect and engage are used to represent fixed mechanical connections or rotatable meshing engagements (through a pair of gears for example) between two or more mechanical components to transmit torque and mechanical power. These terms are also used to represent electric connections between two or more electric components to transmit electric power. In the Figures, mechanical couplings or connections between various members or components are illustrated by solid lines.
(19)
(20) The first electric machine (EM1) includes a first rotor and a first stator. Referring to
(21) The second electric machine (EM2) includes a second rotor and a second stator. The rotor of the second electric machine (EM2) couples selectively through the clutch (CL) to the third knot (KN.sub.13) of the first planetary gear set (PG1) or to the fourth knot (KN.sub.24) of the second planetary gear set (PG2), or to both the third knot (KN.sub.13) of the first planetary gear set and the fourth knot (KN.sub.24) of the second planetary gear set. Thus the second electric machine (EM2) selectively couples directly to the fourth knot (KN.sub.24) of the second planetary gear set (PG2) with a first constant speed ratio, or indirectly through the first planetary gear set (PG1) to the second knot (KN.sub.22) of the second planetary gear set (PG2) with a second constant speed ratio.
(22) The first and second electric machines (EM1, EM2), along with their respective drives, are electrically connected to transmit power to and from each other. The multi-mode electro-mechanical variable speed transmission may further include an energy storage device such as a battery pack (BT, not shown in illustrations) to store and recapture energy. The energy storage device is connected to the first and second electric machines to receive power from or deliver power to one or both of the electric machines.
(23) When the second electric machine (EM2) couples to the first planetary gear set (PG1), the clutch (CL) connects the second electric machine EM2 to the third knot (KN.sub.13) of the first planetary gear set and disconnect the second electric machine (EM2) from the fourth knot (KN.sub.24) of the second planetary gear set (PG2) as shown in
(24) When the second electric machine (EM2) couples to the second planetary gear set (PG2), the clutch (CL) disconnects the second electric machine (EM2) from the third knot (KN.sub.13) of the first planetary gear set (PG1) and connects it to the fourth knot (KN.sub.24) of the second planetary gear set (PG2) as shown in
(25) To facilitate the following description, the ratio of the output system (Output) speed to the input shaft (Input) speed is defined as the output-to-input speed ratio of the transmission and is simply referred to hereafter as the speed ratio denoted by SR.
(26) The first embodiment (embodiment 1) is capable of providing a natural speed ratio node SR0, where the speed of the output shaft system is zero, and two regular speed ratio nodes SR1 and SR2. At the regular speed ratio nodes SR1 and SR2, at least one of the electric machines achieves zero rotational speed. The natural speed ratio node SR0 divides the entire speed ratio regime into a forward speed ratio regime and a reverse speed ratio regime. Above the natural speed ratio node is the forward regime; below the natural speed ratio node is the reverse regime. The first regular speed ratio node SR1, also simply referred to as the first speed ratio node, further divides the forward regime into a low-speed ratio regime and a high-speed ratio regime. Below the first regular speed ratio node SR1 is the low speed ratio regime and above the first regular speed ratio node SR1 is the high speed ratio regime.
(27) At the first speed ratio node point SR1, the torque of the second electric machine (EM2) is zero if there is no net power exchange between the transmission and the energy storage device. Thus, it would be advantageous to choose SR1 as the switching point between different power split modes to avoid or minimize possible shock load in torque for the transmission. In the low speed ratio regime below SR1, the transmission adopts the so-called output power split configuration. In the high speed ratio regime above SR1, the transmission adopts the so-call compound power split configuration. In the reverse regime, the hybrid system operates under pure electric drive mode. Thus, the power in each power path, whether the mechanical power path or the electro-mechanical power path, is always less than the power transmitted through the transmission from the input shaft to the output system. No internal power circulation exists in any speed ratio regime for the multi-mode electro-mechanical variable speed transmission. The speed ratio range of the transmission is thus effectively extended. To ensure speed synchronization of the clutch (CL) at the mode switching point SR1, one of the following relationships between the gear ratios has to be satisfied as closely as possible,
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(29) Taking into consideration of possible internal power losses of the electric machines and the associated drives, and the consideration constraint imposed by gear teeth numbers, the actual switching point SR.sub.b in speed ratio may be at the vicinity of SR1. The output power split operating mode is adopted at the low speed ratio regime below SR1, the compound power split operating mode is adopted at the mid to high speed ratio regime above SR1. In reverse regime pure electric drive mode could be adopted to effectively avoid internal power circulation. To ensure clutch rotational speed synchronization at switching speed ratio SR.sub.b, the gear ratios have to satisfy following relationship:
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(34) The first planetary gear set (PG1) includes a sun gear (S.sub.s), a ring gear (R.sub.s), a set of planet gears (P) supported on a planet carrier (CR.sub.s). The planet gears (P) are arranged around and in external mesh with the sun gear (S.sub.s). The planet gear (P) are in internal mesh with the ring gear (R.sub.s). The sun gear (S.sub.s), the planet carrier (CR.sub.s) and the ring gear (R.sub.s) are the three co-axial rotatable components of the first planetary gear set (PG1). These three co-axial rotatable components are represented respectively as the first knot (KN.sub.11), the second knot (KN.sub.12) and the third knot (KN.sub.13) on a three-knot lever diagram. The first planetary gear set (PG1) is characterized the gear teeth ratio K.sub.s of ring gear (R.sub.s) to the sun gear (S.sub.s) which is expressed as the inter-distance between the second and third knots on the three-knot lever diagram.
(35)
where Z.sub.Ss and Z.sub.Rs are the number of teeth for sun gear (S.sub.s) and ring gear (R.sub.s) of the first planetary gear set (PG1), respectively.
(36) The second planetary gear set (PG2) is a Ravigneaux planetary gear-train. It includes a first sun gear (S1), a second sun gear (S2), a ring gear (R), a first set of planet gears (PS), a second set of planet gears (PL), and a planet carrier (CR) that hosts and supports the first and second sets of planet gears (PS, PL). The planet gears in the first set of planet gears (PS) are short planet gears and the planet gears in the second set of planet gears (PL) are long planet gears. Each of the long planet gears (PL) is in internal meshing engagement with the ring gear (R) and in external meshing engagement with the first sun gear (S1); each of the short planet gears (PS) is in external meshing engagement with a corresponding long planet gear (PL) and with the second sun gear (S2). The second sun gear (S2), the ring gear (R), the planet carrier (CR) and the first sun gear (S1) are the four co-axial rotatable components of the second planetary gear set (PG2) and as represented as the first knot (KN.sub.21), the second knot (KN.sub.22), the third knot (KN.sub.23) and the fourth knot (KN.sub.24) on a four-knot lever diagram. The second planetary gear set is characterized by two gear teeth ratios K.sub.a and K.sub.b.
(37)
where Z.sub.S1, Z.sub.S2 and Z.sub.R are the tooth numbers of the first sun gear (S1), the second sun gear (S2) and the ring gear (R) of the second planetary gear set (PG2), respectively. On the four-knot lever diagram, K.sub.a and K.sub.b are denoted as the inter-distance between the second and third knots and the inter-distance between the first and third knots, respectively.
(38) The first planetary gear set (PG1) and the second planetary gear set (PG2) are co-axially arranged and adjacent to each other in the axial direction. The ring gear (R.sub.s) of the first planetary gear set (PG1) is connected to the first stationary member (FM1). This regard, the first planetary gear functions merely as a stepping up gear with a constant gear ratio. The planet carrier (CR.sub.s) of the first planetary gear set is fixed with the ring gear (R) of the second planetary gear set (PG2) such that they have a same rotational speed.
(39) The output system includes drive shaft and an optional differential (DIF). The first torque transfer device (CL) has at least two engagement states. It could be an integrated unit of a first and a second clutches (C1, C2) each having an engagement and a disengagement states. The first electric machine EM1 includes a first rotor (RT1) and a first stator (ST1). The second electric machine (EM2) includes a second rotor (RT2) and a second stator (ST2). The second torque transfer device includes a second stationary member (FM2) and a one-way clutch (OWC). The counter shaft system (CTS) includes a first pair of meshing gears (G1A, G1B) and a second pair of meshing gears (G4A, G4B).
(40) The multi-mode electro-mechanical variable speed transmission is configured to provide multiple modes of operations through the unique connections between the gear system (PG1, PG2) and the motive components (Input, Output, EM1 and EM2). Referring to
(41) The first and second torque transfer devices (CL, OWC) are arranged on the same rotational axis as the first and second planetary gear sets. That is to say, the first planetary gear set (PG1), the second planetary gear set (PG2), the first torque transfer device (CL) and the second torque transfer device (OWC) are all on the same rotational axis. In addition, the first torque transfer device (CL) and the first and second planetary gear sets (PG1, PG2) are co-axially arranged with and sandwiched between the two electric machines (EM1, EM2). This has a great advantage in reducing package size.
(42) The first torque transfer device (CL) may further be integrated with the brake (BR) and the third stationary member (FM3). It may be modified to include four engagement positions as shown in
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(47) The four engagement positions of the first torque transfer device are arranged adjacent to each other along the axial direction. When positive engagement clutches such as dog-clutches are used, this leads to very compact configuration.
(48) The operation of the multi-mode electro-mechanic variable speed transmission is described below.
(49) Continuously Variable Speed Operation
(50) 1. Low Speed Ratio Regime
(51) Before the vehicle starts to move, transmission is set to operate in low speed ratio regime. The second electric machine (EM2) couples through the clutch (CL) to the first planetary gear set (PG1) to gain a leverage to propel the output system (Output). The first electric machine (EM1) is idling, and rotating in the opposite direction to that of the internal combustion engine (Input). The second electric machine (EM2) for a brief moment is at zero speed. As the vehicle starts, the controller sends commands to drive circuit. The drive circuit, in turn, provides the required electric power to the second electric machine (EM2) to generate drive torque. The drive torque is amplified through the first planetary gear set (PG1) and delivered to the output system (Output). At this moment, except for an insignificant amount of internal power losses, the second electric machine (EM2) does not convert yet any electric power into mechanical power. Because the vehicle is still at standstill, there is no requirement for drive power but drive torque at the drive wheels. The drive torque to start the vehicle comes primarily from the second electric machine (EM2). Concurrently, the internal combustion engine provides zero starting torque for the vehicle, thus there is no power output from the engine. As the torque of electric machine increases, the vehicle takes off from standstill and moves forward. Accordingly, the second electric machine (EM2) starts to rotate, consuming electric power and converting it into the required mechanical drive power. Meanwhile, the engine starts to provide drive torque to the drive wheels as well. The first electric machine (EM1) in turn provides reaction torque to balance the engine torque and the speed of the first electric machine (EM1) gradually reduces to accommodate the increased vehicle speed. In this process, the first electric machine (EM1) acts as a generator converting mechanical power into electric power. The electric power consumed by the second electric machine (EM2) is fully or partially provided by the first electric machine (EM1) through electric drives and controllers (CTRL, not shown). After the vehicle starts to move, the drive torque at the drive wheels is shared between the internal combustion engine and the second electric machine (EM2), causing the torque of the second electric machine (EM2) to reduce.
(52) As the speed of vehicle increases, the rotational speed of the second electric machine (EM2) increases and the torque of the second electric machine (EM2) continues to decrease. In contrast, the speed of the first electric machine (EM1) continues to decrease, until reaching zero. At the moment when the first electric machine (EM1) reaches its zero speed point, the transmission arrives at its first regular speed ratio node SR1 Assuming there is no net electric power exchange between the transmission and the energy storage device, the second electric machine (EM2) also arrives at its zero torque point. That is to say the zero torque point (speed ratio node corresponding to zero torque) of the second electric machine (EM2) coincides with the zero speed point (speed ratio node corresponding to zero speed) of the first electric machine (EM1).
(53) 2. High Speed Ratio Regime
(54) The first regular speed ratio node SR1 marks the transition from low speed ratio regime to high speed ratio regime, or vice versa. At the operation mode switching point, the second electric machine (EM2) produces zero torque and the speeds of the second electric machine (EM2), the third knot (KN.sub.13) of the first planetary gear set (PG1) and fourth knot (KN.sub.24) of the second planetary gear set (PG2) are synchronized. At this moment, the clutch (CL) disconnects the second electric machine (EM2) from the third knot (KN.sub.13) of the first planetary set (PG1) and connects the second electric machine (EM2) to the fourth knot (KN.sub.24) of the second planetary gear set (PG2). The transmission is now operating under compound power split mode.
(55) As the speed of the vehicle further increases, the speed ratio of the transmission increases, exceeding the first regular speed ratio node SR1. The rotational speed of the first electric machine (EM1), rises from zero and continues to increase in the same direction as the input shaft (Input). The speed of the second electric machine (EM2) starts to reduce. Should there be no net electric power exchange between the transmission and energy storage device, the torque of the second electric machine (EM2) will rise from zero and increase in value at the opposite direction. The second electric machine (EM2) now functions as a generator, providing electric power to the first electric machine (EM1) or/and to the energy storage device. The first electric machine (EM1), acts as a motor, converting electric power into mechanical power.
(56) As the vehicle continues to increase in speed, the speed of the second electric machine (EM2) continues to decrease to zero. The transmission reaches its second regular speed ratio node SR2. At this speed ratio node, the power transmitted through the electro-mechanical power path becomes zero; all power is transmitted from input shaft (Input) to the output system (Output) through the pure mechanical power path.
(57) Between the first regular speed ratio node SR1 and the second regular speed ratio node SR2, the power split ratio PR, defined as the power transmitted through the electro-mechanical power path to the total engine power to be transmitted at the input shaft (Input), possesses a local maximum value. The maximum value is dependent upon the characteristic gear ratios of the four-branch planetary gear set (the second planetary gear set). Assuming the maximum input power of the transmission is P.sub.in and the maximum continuous power rating of the electric machine is P.sub.em, the power ratio of the maximum continuous power rating of the electric machine to the maximum input power of the transmission is denoted as PR.sub.max=P.sub.em/P.sub.in. For an adequate matching between the sizes of electric machines and the construction of the transmission, so that the transmission can be operated continuously and appropriately between the first and second regular speed ratio nodes, the characteristic parameters of the four-branch gear system must satisfy following condition,
(58)
(59) At or in the vicinity of the second regular speed ratio node SR2, the torque of the first electric machine (EM1) reverses its direction. As the speed ratio of the transmission continues to increase, the speed of the first electric machine (EM1) continues to go up; concurrently, the speed of the second electric machine (EM2) rises from zero and increases in the reversed direction. To avoid excessive internal power circulation when the speed ratio of the transmission exceeds far beyond the second regular speed ratio node SR2, a brake (BR) may be employed in the transmission to brake the fourth knot (KN.sub.24) of the second planetary gear set (PG2) when it is deemed necessary.
(60) 3. Reverse Regime.
(61) The regime below the natural speed ratio node SR0 is referred to as the reverse regime. In this regime, the output power split configuration is also applicable. The clutch (CL) connects the second electric machine (EM2) to the first planetary gear set (PG1) and disconnects the second electric machine (EM2) from the second planetary gear set (PG2). The power is delivered from the second knots (KN.sub.12, KN.sub.22) of the first and second planetary gear sets to the output system (Output).
(62) Pure Electric Drive Operation
(63) To restrict the power ratio of the electric power path to the input power, avoiding internal power circulation, a pure electric drive mode may be adopted in the reverse regime. In the pure electric drive mode, the engine is turned off. The second electric machine (EM2) is controlled by the controller (CTRL) to convert electric power from the energy storage (BT) into mechanical power and to provide drive torque to the output system (Output). The drive torque from the second electric machine (EM2) is amplified through the first planetary gear set (PG1) before delivered to the output system (Output).
(64) Pure electric drive operation is also applicable in the forward speed ratio regime. In fact, there are a number of electric modes. The first electric drive mode essentially the same as the pure electric drive mode described above for reverse operation. In this electric drive mode, the first torque transfer device (CL) connects the second electric machine (EM2) to the first planetary gear set (PG1) and disconnects the second electric machine (EM2) from the second planetary gear set (PG2). The motive power is provided by the second electric machine (EM2) through the first planetary gear set (PG1). The first planetary gear set (PG1) provides torque leverage by a factor K.sub.s+1.
(65) The second electric drive mode calls for two electric machines working in tandem to provide enhanced motive power for fast acceleration or for steep hill-climbing. Similar to the first electric drive mode, the first torque transfer device (CL) connects the second electric machine (EM2) to the first planetary gear set (PG1) and disconnect the second electric machine (EM2) from the second planetary gear set (PG2). Part of the motive power is provided by the first electric machine (EM1) through the second planetary gear set (PG2). Referring to
(66) Geared Neutral and Parking
(67) The multi-mode electro-mechanical variable speed transmission is capable of providing additional practical and useful functions including geared neutral and parking. When the clutch (CL) is disengaged from both the first and second planetary gear sets, and the first electric machine (EM1) is switched off or at the idle state, the transmission is at geared neutral. When both the first and second electric machines (EM1, EM2) are switched off or at the idle state, the transmission is also at geared neutral.
(68) Parking can be achieved by engaging the clutch (CL) to both the first and second planetary gear sets and by engaging the brake (BR). In addition, parking can be achieved by conventional parking pawl (PBR, not shown) installed on the transmission.
(69) Fixed Speed Ratio Operation
(70) The multi-mode electro-mechanical variable speed transmission of the current invention is capable of offering operations with fixed output-to-input speed ratios. The fixed speed ratio operations are provided to suit special application requirements such as towing and acceleration during hill climbing. The conditions for fixed speed ratio operations are listed in the following table.
(71) TABLE-US-00001 Fixed speed-ratio SL engagement status mode C1 C2 BR 1 engage engage disengage 2 disengage engage engage
(72) The first and second fixed speed ratios are essentially at the first and second regular speed ratio nodes (SR1, SR2) of the transmission. Shifting between adjacent fixed speed-ratio positions is achieved in a smooth and continuous fashion as outlined in previous sections. Thus, there is no power interruption during speed ratio change between the first and second fixed speed ratios. In addition, at each fixed speed ratio position, one or both of the electric machines (EM1, EM2) can act as motors or generators to provide power assisting or regenerative braking functions as in parallel electric hybrid systems. This results in enhanced power and performance of the vehicle system.
(73) The torque transfer devices can be any type of mechanical, hydro-mechanical, or electro-magnetic clutches, brakes or combined packages of clutches and brakes. Since the engagement or disengagement of the torque transfer devices occur under natural synchronization conditions wherein the rotational speeds for all involved components are essentially the same, simple clutches such as positive engagement clutches or dog clutches can be used instead of the more complex and costly friction clutches. This eliminates the hydraulic system normally required by wet friction clutches, and thus effectively reduces internal power losses.
(74) Other Operation Status
(75) Embodiment 1 and its variants (Embodiment 1A, Embodiment 1B) also provide the function for starting up the engine. Engine start up is accomplished either by one of the two electric machines independently or by both electric machines working collaboratively. Fox example, when the transmission is at geared neutral, the engine can be started collaboratively by two electric machines. When the transmission is under pure electric drive mode, the engine can be started by the first electric machine (EM1).
(76) When energy storage device (BT) is used in conjunction with the multi-mode electro-mechanical variable speed transmission, the transmission is capable of providing not only continuous speed ratio variation, but also energy buffering, offering the so-called hybrid drive operation. Under hybrid drive operation, power between the two electric machines no longer need to be balanced. The electric power generated by one electric machine may be more or less than that electric power consumed by the other electric machine. Under such circumstances, the speed ratio node at which one of the electric machines has zero rational speed may not coincide with the speed ratio at which the other electric machine has zero torque. The position of speed ratio at which one of the electric machines has zero torque varies with the power imbalance between the two electric machines. However, the position of speed ratio node at which one of the electric machines has zero speed always remains the same regardless the power imbalance between the two electric machines.
(77) When there is net electric power exchange between the electric power path of the transmission and the energy storage device, the electric machines have to fulfill double duties of both speed ratio regulation and power regulation. Thus, the power ratings of the electric machine should not be less than the maximum electric power split ratio times the rated power at the input shaft of the transmission.
(78)
(79) The first electric machine (EM1) includes a first rotor and a first stator. The rotor of the first electric machine (EM1) directly couples to the first knot (KN.sub.21) of the second planetary gear set (PG2). The output shaft (Output) couples to the second knot (KN.sub.12) of the first planetary set (PG1) and to the second knot (KN.sub.22) of the second planetary gear set (PG2). The input shaft (Input) couples to the third knot (KN.sub.23) of the second planetary gear set (PG2).
(80) The second electric machine (EM2) includes a second rotor and a second stator. The rotor of the second electric machine (EM2) couples selectively through the clutch (CL) to the third knot (KN.sub.13) of the first planetary gear set (PG1) or to the third knot (KN.sub.23) of the second planetary gear set (PG2), or to both the third knot (KN.sub.13) of the first planetary gear set and the second planetary gear set. Thus, the second electric machine (EM2) selectively either connects directly to the third knot (KN.sub.23) of the second planetary gear set with a first constant speed ratio (1 to 1 ratio), or connects indirectly through the first planetary gear set to the second knot (KN.sub.22) of the second planetary gear set with a second constant speed ratio wherein the first and second constant speed ratios are different.
(81) The first and second electric machines (EM1, EM2), along with their respective drives, are electrically connected to an energy storage device such as a battery pack (BT, not shown in illustrations) to receive power from or deliver power to the energy storage device
(82) When the second electric machine (EM2) couples to the first planetary gear set (PG1), the clutch (CL) connects the second electric machine EM2 to the third knot (KN.sub.13) of the first planetary gear set (PG1) and disconnect the second electric machine (EM2) from the third knot (KN.sub.23) of the second planetary gear set (PG2) as shown in
(83) When the second electric machine (EM2) couples to the second planetary gear set (PG2), the clutch (CL) disconnects the second electric machine (EM2) from the third knot (KN.sub.13) of the first planetary gear set (PG1) and connects it to the third knot (KN.sub.23) of the second planetary gear set (PG2) as shown in
(84) The second embodiment (embodiment 2) is capable of providing a natural speed ratio node SR0 where the speed of the output shaft system is zero and a first regular speed ratio node SR1. At the regular speed ratio node SR1, at least one of the electric machines achieves zero rotational speed. The natural speed ratio node SR0 divides the entire speed ratio regime into a forward speed ratio regime and a reverse speed ratio regime. Above the natural speed ratio node is the forward regime; below the natural speed ratio node is the reverse regime. The first regular speed ratio node SR1, also simply referred to as the first speed ratio node, further divides the forward regime into a low-speed ratio regime and a high-speed ratio regime. Below the first regular speed ratio node SR1 is the low speed ratio regime and above the first regular speed ratio node SR1 is the high speed ratio regime.
(85) At the first regular speed ratio node point SR1, the torque of the second electric machine (EM2) is zero if there is no net power exchange between the transmission and the energy storage device. Thus, it would be advantageous to choose SR1 as the switching point between the different power-split modes or configurations to avoid or minimize possible shock load in torque for the transmission. In the low speed ratio regime below SR1, the transmission adopts the so-called output power split configuration. In the high speed ratio regime above SR1, the transmission adopts the so-call input power split configuration. In the reverse regime, the hybrid system operates under pure electric drive mode. Thus, the power in each power path, whether the mechanical power path or the electro-mechanical power path, is always less than the power transmitted through the transmission from the input shaft to the output system. No internal power circulation exists in any speed ratio regime for the multi-mode electro-mechanical variable speed transmission. The speed ratio range of the transmission is thus effectively extended. To ensure speed synchronization of the clutch (CL) at the mode switching point SR1, the following relationship between the gear ratios has to be satisfied as closely as possible,
K.sub.S1=K.sub.S2(9)
(86) Taking into consideration of possible internal power losses of the electric machines and the associated drives, and the consideration of constraints imposed by gear teeth numbers, the actual switching point SR.sub.b in speed ratio may be at the vicinity of SR1 deviating from SR1. To ensure clutch rotational speed synchronization at switching speed ratio SR.sub.b, the gear ratios have to satisfy following relationship
(87)
(88) A common feature of all the embodiments and variants is that the first electric machine (EM1), the input shaft (Input) and the output system (Output) each couples to a different knot of the second planetary gear set (PG2) with a constant speed ratio. Another common feature of all the embodiments and variants is that one knot of the first planetary gear set (PG1) is coupled to a stationary member (FM1) of the transmission. Yet, another common feature of all the embodiments and variants is that the second electric machine (EM2) selectively couples to the first planetary gear set (PG1) with a first constant speed ratio and to the second planetary gear set (PG2) with a second constant speed ratio.
(89) The basic steps in design and producing the transmission of the current invention include constructing a planetary gear set having at least three branches; producing an input shaft, an output system, a first electric machine and a second electric machine; connecting the each of the at least three branches of the planetary gear set to the first electric machine, the output system and the input shaft, respectively; and selectively connecting the second electric machine to one branch of the planetary gear set with a first constant speed ratio and to another branch of the planetary gear set with a second constant speed ratio.
(90) When four-branch planetary gear set is used to construct transmission of the current invention, restrictions are imposed on the structure and the characteristic parameters of the four-branch gear system. This is done to ensure that the four-branch gear system so constructed is suitable to produce a multi-mode electro-mechanical variable speed transmission that is capable of satisfying all specified functional requirements. The aforementioned inequality Equation (8) set forth the power constraints for electric machines from the power matching perspective. It is recommended that following condition be satisfied when designing and selecting characteristic parameters for a four-branch gear system.
(91)
(92) Additionally, for restricting the rotational speed of electric machines, particularly at high speed regime, it is further recommended that the following relationship holds true.
K.sub.b2(12)
(93) It should be pointed out that the electric machine referred in this disclosure is a generic term; it refers to both electric motor and electric generator.
INDUSTRIAL USEFULNESS
(94) The parts and components required by the aforementioned embodiments and variants of current invention can be readily made by industrial manufacturing means. This warrants that the multi-mode electro-mechanic variable speed transmission is obtainable by a person of ordinary skill in the art based on the above teachings. The transmission can be operated under at least two different power split modes, and thus is capable of avoiding internal power circulation and offering higher power transmission efficiency. The transmission can provide, in a wide range, independent and continuous output to input speed ratio change and power regulation, extending significantly operation range. The new multi-mode electro-mechanical variable speed transmission reduces power demand on electric machines, making the construction of the transmission simple, more compact, and low cost. The transmission is capable of proving continuous speed change from reverse to full stop and to forward, without the need for vehicle launching device. It significantly improves the overall fuel efficiency of the vehicle.