Hydromechanical orbital transmission.
TECHNICAL FIELD
This invention relates to automotive transmissions of the automatic type in which the torque and speed ratios of a vehicle drive can be continuously varied from vehicle start-up with its high torque/lower speed conditions through low torque/higher speed conditions of normal highway driving. BACKGROUND
Automatic transmissions for automobiles are recog¬ nized as wasteful and complex, and yet they remain very popular. The inefficiency of the automatic transmission, with its torque converter, makes it a target for improvement, to reduce fuel consumption and emissions.
Automatic transmissions have also changed speed and torque ratios in several shifts that are noticeable when they occur. A continuously variable transmission that smoothly changes torque and speed ratios is also clearly preferable for an automotive transmission.
Orbital-type drives have long been used in trans¬ missions for speed reduction. For instance: in U.S. Patent 1,684,162 (Trumpler) , an orbiting bevel gear spider is used to obtain a variable range of speed and power regulation for a drive shaft coupled to a machine tool; U.S. Patent 1,984,830 (Higley) discloses a variable speed drive in which a pair of orbital drive transmissions are used to provide independent connections between a constant speed engine and each of the drive wheels of a heavy-duty, slow-moving, self-propelled vehicle; in U.S. Patent 3,298,251 (Moss), a constant-speed output is obtained from a variable speed input by a transmission incorporating an orbital drive controlled by a variable displacement hydraulic pump/motor arrangement; and U.S. Patent 4,856,370 (Stidworthy) shows a transmission which uses an orbital-type drive and operates as a non-slip automotive clutch.
We have devised an improved orbital drive to pro¬ vide a continuously variable transmission that smoothly changes torque and speed ratios in an efficient automatic automotive transmission. It uses a direct drive for high
gear, has no torque converter, and is more efficient than the automatic transmissions that have reached the marketplace. It also continuously varies speed and torque ratios from a low gear up to the direct drive, so that speed and torque ratios are varied smoothly and continuously throughout this range. Our transmission is compact and no more expensive than a conventional automatic transmission, so that it achieves these advantages without costing more, taking up more space, or suffering other disadvantages. SUMMARY OF THE INVENTION
Our automatic transmission uses an orbital reduc¬ tion drive connectable between an engine drive and an output, for lower speeds and higher torque; and it allows the engine drive to be connected directly with the- output, for a higher speed, lower torque, direct drive. For starting up or climbing hills, where higher torque is needed, the engine drive is applied to the orbit drive to orbit a cluster gear around an output gear and a control gear meshed with the cluster gear and arranged on a common axis. A control input to the control gear establishes and varies a reduction from the engine drive to the output. Holding the control gear still establishes the largest reduction for a low gear drive to the output; rotating the control gear in a forward direc¬ tion diminishes the reduction as a function of the speed of the control gear, for continuously varying the speed/torque ratio from low gear up to direct drive; and rotating the control gear in a reverse direction reverses the output.
Four preferred embodiments of our automatic trans¬ mission are disclosed, along with an additional underdrive unit which can be used with any of the embodiments to provide a low-low transmission for a heavy truck. In the first em¬ bodiment, the elements of our transmission are arranged so that its size is very similar to most automotive automatic transmissions presently in use. The second embodiment is similar to the first except that it uses ring gears instead of external gears for the output and control gears. The other two embodiments use external gearing similar to the first embodiment, but in these latter arrangements the entire transmission is considerably shorter than most automatic
transmissions in present use. Also, each embodiment has its own individual clutch arrangement; and, of course, our trans¬ mission can be arranged in still other configurations which mix and/or match the various elements which appear in each of the disclosed preferred embodiments. DRAWINGS
Figure 1 is a cross-sectional and partially sche¬ matic view of a first preferred embodiment of our orbital transmission, divided into FIGS. 1A and IB.
Figure 2 is a cross-sectional and partially sche¬ matic view of a second preferred embodiment of our orbital transmission, divided into FIGS. 2A and 2B.
Figures 3A and 3B are fragmentary views of a spring clip spacer preferably arranged within clutches used in the orbital transmissions of FIGS. 1, 2, and 6.
Figures 4A, 4B, 4C, and 4D are flow charts showing the operation of the transmission in different modes.
Figure 5 is a cross-sectional and partially schematic view of a third preferred embodiment of our transmission.
Figure 6 is a cross-sectional and partially schematic view of a fourth preferred embodiment of our orbital transmission.
Figure 7 is a cross-sectional and partially sche¬ matic view of an underdrive unit which can be used in tandem with any one of the preferred embodiments of our transmission to provide a low-low drive for trucks. DETAILED DESCRIPTION OF PREFERRED EMBODIMENTS Orbital Reduction Drive
An orbital reduction drive lies at the heart of our orbital transmission and will be described first. It in¬ volves a cluster gear orbiting around an axis of an output gear and a control gear, with teeth meshing between the cluster gear and the output and control gears being numbered to reduce a drive input to the orbiting cluster gear. The reduction occurs and is made variable under control of the control gear and is output through the output gear.
As applied to orbital transmission 10 of FIG. 1, orbital reduction drive 20 includes an orbit shaft 21
orbiting a cluster gear 25 around the common axis of an out¬ put gear 26 and a control gear 27. These mesh respectively with the gear teeth 23 and 24 of cluster gear 25, and the radii of the cluster gear teeth matches the radii of the output and control gears so that cluster gear 25 can orbit around and mesh with gears 26 and 27. Varying the tooth numbers of gears 25-27 establishes a reduction from an input on orbit shaft 21 to an output derived from gear 26. This reduction, in a realistically compact transmission, can readily be 10:1, which is much higher than the 2:1 to 3:1 reduction capability of planetary gears. For this reason, we have used an orbital drive rather than a planetary drive in each of our preferred embodiments.
For orbital transmission 10 of FIG. 1, we have selected gear tooth ratios as follows:
Gear Number of Teeth
Output Gear 26 35
Control Gear 27 32
Cluster Gear 25:
Gear Teeth 24 35
Gear Teeth 23 32
This produces a reduction of 6.1:1 from input to output, which is adequate for a low gear for an automotive transmission. The amount of the reduction can be made much lower or higher, by selecting different tooth numbers and radii for the gears in orbital drive 20—the illustrated reduction being selected only as one good example. This reduction is achieved by holding control gear 27 against ro¬ tation, while orbiting shaft 21 and cluster gear 25. If the gear teeth 24 and 23 on cluster gear 25 were equal in number and output gear 26 and control gear 27 also had equal numbers of teeth, then no reduction would occur; but since the gear tooth numbers do differ, and since gear teeth 23 and 24 ro¬ tate together, as elements of cluster gear 25, its orbiting around gears 26 and 27 requires different rotations of these gears and achieves the desired reduction.
In this regard, it should be noted that it is possible to reduce the above described gear reduction even
further if helical gears are used in this orbit drive. That is, by designing the mating gear sets with different helix angles, it is possible to have a different number of teeth on gears having the same pitch diameter. For instance, it would be possible to design the gear pairs so that one set of meshing gears would have only one more tooth than the second set and output gear 26 would only move the distance of one tooth pitch for each revolution of orbit shaft 21.
By rotating control gear 27, the reduction achieved by orbit drive 20 can be diminished, and the diminishment can be continuously varied as a function of the speed of rotation of control gear 27. Also, rotating control gear 27 in an opposite direction can reverse the output. These operations will be described below after our orbital transmission is explained.
Orbital reduction drive 40 of orbital transmission 30, as shown in FIG. 2, operates in a similar way, but uses ring gears instead of external gears, for the output and control gears. Orbit shaft 41 carries a cluster gear 45 having external gear teeth 43 and 44 that rotate together as shaft 41 orbits. Output gear 46 and control gear 47 are each ring gears and are on a common axis so that cluster gear teeth 43 and 44 mesh with and orbit around the insides of ring gears 47 and 46 respectively. The gear tooth ratios exemplified in orbital reduction drive 40 are as follows: Gear Number of Teeth
Output Gear 46 66
Control Gear 47 82
Cluster Gear 45:
Gear Teeth 43 56
Gear Teeth 44 40
This produces a reduction drive of 5.125:1 as cluster gear 45 orbits around gears 46 and 47. Again, the maximum reduction is attained by holding control gear 47 against rotation, and this can be diminished by rotating control gear 47.
Orbital Transmission
Referring to transmission 10 of FIG. 1, orbital
reduction drive 20 provides higher torque for start-up or hill climbing and is bypassed by a direct drive when lower torque and higher speed are appropriate. This requires a clutched arrangement for shifting between orbital drive and direct drive, and preferred forms of clutches for this are explained below.
Operation of orbital reduction drive 20 requires an input to control gear 27, and we prefer a hydraulic system for this. Pneumatic or electric power inputs to control gear 27 are also possible by substituting analogous pneumatic or electric and electronic components for the hydraulic system that is illustrated.
For transmission 10, engine drive is applied to shaft 11 which rotates with a starter gear 12 replacing the conventional flywheel, which is made possible by the rotating mass of orbital reduction drive 20. A gear 13 and a support 14 for orbit shaft 21 are keyed to engine shaft 11 to rotate at engine speed. A gear 15 meshed with gear 13 turns a pump drive shaft 16 for turning a variable displacement hydraulic pump 17, also at engine speed. Pump 17 in turn drives hy¬ draulic motor 18, which turns a motor shaft 19 sending input to control gear 27.
Since pump 17 is preferably a variable displacement pump, and preferably of the type having a wobble plate, it can be rotated without producing any fluid output and can be tilted or varied to produce a continuously variable fluid output as required. The fluid output from pump 17 turns hydraulic motor 18 and shaft 19 at a speed established by the fluid flow rate, and this is applied to gear 51 via gear 52.
A support 53 for gear 51 is formed as an outer part of a clutch 65 having an inner element 64 keyed to sleeve 54 on which control gear 27 is formed. When clutch 65 is en¬ gaged, rotation or non-rotation of hydraulic motor 18 is transmitted to control gear 27 via gears 51 and 52 and sleeve 54.
Output gear 26 is formed on sleeve 56 to which is keyed a support 57 extending around an outer part of a clutch 60 and connected to output shaft 58. This transmits the
rotation of output gear 26 around clutch 60 to output shaft 58.
Orbital transmission 10 performs all of the operations necessary for an automatic transmission in an automobile. Beginning with a stopped vehicle and an idling engine, both clutches 60 and 65 are disengaged, which holds output shaft 58 motionless while engine shaft 11 rotates, turning orbit shaft 21 and pump gear 13. Since no movement is called for, hydraulic pump 17 does not pump and hydraulic motor 18 holds gear 51 motionless. Since output gear 26 does not rotate, control gear 27 rotates slowly in a reverse di¬ rection as cluster gear 25 orbits. This motion of control gear 27 is lost in disengaged clutch 65, so that the vehicle does not move. This condition is indicated in the flow chart illustrated in FIG. 4A.
When the driver touches the accelerator, calling for forward movement, clutch 65 engages so that input from hydraulic motor 18 transmits to control gear 27. This initially holds control gear 27 against rotation, because hydraulic pump 17 is not yet pumping and fluid lines to hy¬ draulic motor 18 are closed against flow. This holding of control gear 27 against rotation does not require any power from the hydraulic system, and it establishes the maximum reduction of 6.1 from engine shaft 11 to output shaft 58, as the vehicle begins moving forward in low gear (see flow chart in FIG. 4B) .
It should be noted that, in our preferred embod¬ iments, the control input to gear 27 is provided by a hydraulic system which does not include any pressure check valve as is normally used in "hydrostatic" pump/motor systems. Therefore, when using our hydraulic system to hold control gear 27 against rotation, high static pressure can build up in hydraulic motor 18. However, our hydraulic system is specially designed so that pump 17 and motor 18 can be mounted in such close proximity that they can be contained with a common housing and connected by an opening within the shared housing rather than by flexible hydraulic lines. Therefore, in actual practice, our hydraulic system is readily able to withstand intermittent buildups of pressures
more than six times the constant-duty p.s.i. ratings of the units. Of course, should such pressure buildups be deemed undesirable for any reason, it would be possible to use a mechanical brake (not shown) to prevent the rotation of gear 51, sleeve 54, and control gear 27. This would be accom¬ panied by an arrangement for bleeding the pressure from motor 18 during this locked condition or, preferably, an arrange¬ ment in which excessive increases in pressure within the hydraulic system would be applied to a piston actuating the mechanical brake.
After the engine and vehicle speeds increase suf¬ ficiently, then the gear reduction is diminished so that less torque and more speed can be transmitted to output shaft 58. This is done by tilting a wobble plate or otherwise adjusting hydraulic pump 17 to begin pumping fluid to hydraulic motor 18. This begins rotating control gear 27 in a forward direc¬ tion at a speed that can gradually increase and that is continuously variable throughout a range (see flow chart in FIG. 4C) . Slow rotation of control gear 27 requires little horsepower and diminishes the reduction drive by a small amount, and faster rotation of control gear 27 requires more horsepower and diminishes the reduction drive by a larger amount. This is accomplished by gradually increasing the flow rate of hydraulic pump 17 for gradually speeding up the rotation of hydraulic motor 18. At the lower engine speeds occurring during start-up, the power required for the hy¬ draulic system to turn control gear 27 is reasonably small, of short duration, and well within the capacity of a compact pump and motor.
When hydraulic pump 17 is pumping at full capacity, to turn hydraulic motor 18 at the fastest speed possible relative to engine shaft 11, control gear 27 is rotated rapidly enough to fully diminish the reduction so that output gear 26 rotates at the same speed as engine shaft 11. This allows clutch 60 to be engaged and clutch 65 to be disengaged for bypassing orbital reduction drive 20 and shifting to a direct drive from engine shaft 11 to output shaft 58. This occurs because an inner clutch element 61 is keyed to engine shaft 11 and transmits rotation through engaged clutch 60 to
outer clutch element 57 connected to drive shaft 58. The rotational speed and torque of engine shaft 11 then pass directly through clutch 60 to output shaft 58 for a highly efficient drive whose only losses are bearing and gear fric¬ tion (see flow chart in FIG. 4D) . Shifting to the direct drive range, where the vehicle spends most of its driving time, occurs at a low enough engine speed so that the power demands on hydraulic pump 17 and motor 18, operating at full engine speed, are still modest. Maximum horsepower occurs at higher speeds in the direct drive range, where orbital reduc¬ tion drive 20 is bypassed and idling. Once bypassed, orbit shaft 21 and cluster gear 25 continue to orbit around gears 26 and 27; but no output occurs from this, because of the disengagement of clutch 65.
If the vehicle begins climbing a hill and requires higher torque, downshifting into orbital reduction drive is possible. First, hydraulic pump 17 is set to pump at its full rate to turn hydraulic motor 18 at full speed relative to engine shaft 11. Because of the gear connections from engine shaft 11 to the hydraulic system and back to control gear 27, control gear 27 rotates at a speed that turns output gear 26 at the same speed as engine shaft 11. Then clutches 60 and 65 can be switched so that clutch 60 is disengaged and clutch 65 is engaged to place orbital reduction drive 20 in the power train. Then reducing the pumping speed of pump 17 slows the rotation of control gear 27, producing a geared reduction from engine shaft 11 to output shaft 58. This re¬ duction can go as far as the full reduction of low gear, if necessary, or can be a partial or mid-range reduction suit¬ able for climbing a hill on a highway. Once the hill is climbed, pump 17 and motor 18 can be speeded up to match the speed of output gear 26 with the speed of engine shaft 11 so that clutches 60 and 65 can shift back to direct drive.
According to the description just given above, when pump 17 is pumping at its full capacity, hydraulic motor 18 drives control gear 27 so that output gear 26 rotates at the same speed as engine shaft 11. However, it has been noted in actual practice that the engagement of clutch 60 may be fa¬ cilitated if, when hydraulic pump 17 is pumping at full
capacity, output gear 26 rotates at a speed which is slightly faster than engine shaft 11. Therefore, in this regard, the statement that output speed matches, or is substantially equivalent to, engine speed is intended to include such slightly faster output speed. It will be readily understood by those skilled in the art that such proportioning of the speed of output gear 26 relative to engine shaft 11 is deter¬ mined by appropriate selection of the gearing interconnecting the hydraulic pump/motor arrangement.
To back up the vehicle, the driver shifts orbital transmission 10 to reverse, which changes the direction of hydraulic pump 17 so that hydraulic motor 18 reverses control gear 27. This causes output gear 26 to reverse output shaft 58 in response to orbiting of cluster gear 25 by engine shaft 11.
The direct drive from engine shaft 11 to output shaft 58 includes the possibility of an overdrive or under¬ drive. Both of these are available in the automotive market and can be coupled into drive shaft 58, if desired, depending on the speed and torque requirements for each particular vehicle. A novel form of underdrive, specifically designed to operate with our transmission, is disclosed below. The expression "direct drive" is intended to cover use of an overdrive or underdrive.
Orbital transmission 30 operates in a similar way but differs somewhat in structure. Because cluster gear 45 orbits around the inside of ring gears 46 and 47, it is not possible to extend an engine shaft through the orbit drive, as is done in transmission 10. So engine shaft 11 of trans¬ mission 30 is offset from the axis of ring gears 46 and 47 in orbital reduction drive 40, and engine shaft 11 extends di¬ rectly to hydraulic pump 17. A gear 31 on engine shaft 11 turns an idler gear (not shown) that rotates a gear 32 that is keyed to a housing 42 of orbital drive 40, so that gear 32 rotates orbit shaft 41 and cluster gear 45.
Control input to control gear 47 from hydraulic motor 18 and shaft 19 is applied via gear 33 to a gear 34 connected to the inner part 66 of clutch 67, having an outer part 68 keyed to control shaft 69 on which control gear 47 is
mounted. When clutch 67 is engaged, rotation or non-rotation of hydraulic motor shaft 19 is transmitted through clutch 67 to shaft 69 and control gear 47.
Output gear 46 is mounted on output shaft 48, and the outer part 71 of clutch 70 is keyed to output shaft 48. The inner part 72 of clutch 70 is arranged on housing 42 of orbital reduction drive 40, to rotate with engine input to gear 32. When clutch 70 is engaged and clutch 67 is disen¬ gaged, a direct drive from engine shaft 11 turning gear 32 and housing 42 is transmitted through clutch 70 to output shaft 48.
Referring now to the third preferred embodiment illustrated in FIG. 5, orbital transmission 110 uses external gears similar to those used in the first embodiment disclosed above (transmission 10 in FIG. 1A) ; and to facilitate the explanation of this third preferred embodiment, the same reference numerals are used to identify elements in this arrangement which have the same function as similar elements described earlier in relation to the embodiment illustrated in FIGS. 1A and IB.
Again, the engine shaft 11 is directly connected with both starter gear 12 and a support 14 which carries orbit shaft 21. Also keyed to turn with engine shaft 11 is gear 13 which drives the variable displacement hydraulic pump. While the hydraulic control input system (comprising pump 17 and motor 18) have been omitted from FIG. 5, they operate in exactly the same manner with this embodiment as was explained in reference to transmission 10, namely, with gear 51 being driven by motor 18. Similarly, cluster gear 25 is mounted on orbiting shaft 21 and its gear teeth 24 and 23 mesh, respectively, with control gear 27 and output gear 26; and orbit drive 120 operates in the same manner as orbit drive 20 in the first embodiment described above.
It should be noted that orbital transmission 110 is considerably shorter than conventionally-sized transmission 10 (illustrated in FIGS. 1A and IB), transmission 110 being only a little more than one-half the length of transmission 10. This shorter length is achieved in part by the consoli¬ dation of the clutches into a single synchronous clutch
arrangement 160. The clutch is illustrated with its sliding collar 91 in a neutral position. Sliding collar 91 rides on a synchronizer hub 92 which is keyed to sleeve 54 which, in turn, is keyed to control gear 27. Sliding collar 91 is movable to both the left and the right as viewed in FIG. 5. When moved to the right, it initially engages a first blocking ring 93 and, thereafter, a second set of gear teeth 94 which are also fixed to rotate with drive gear 51. When shifted into this right hand position, sliding collar 91 engages drive gear 51 with collar 54 and control gear 27. In this condition, synchronous clutch 160 serves the same function as clutch 65 in FIG. 1A, namely, permitting the hydraulic pump and motor arrangement to control the rotation of control gear 27. Synchronous clutch 160 is engaged in this right hand position during low speed, high torque operation and until output gear 26 is brought up to a speed matching that of crankshaft 11 in the manner explained above.
Synchronous clutch 160 also carries out the same function as clutch 60 in FIG. IB. This occurs when sliding collar 91 is moved from its neutral position, as illustrated, to the left, initially engaging a second blocking ring 95 and, thereafter, the teeth of pinion 96 which is keyed to output shaft 58. When sliding collar 91 is in this left hand position, synchronous clutch 160 locks control gear 27 and output gear 26 together so that there is no longer any rela¬ tive motion between them. This prevents any further relative rotation between orbiting cluster gear 25 and output shaft 58, and thus directly couples the rotation of crankshaft 11 with output shaft 58.
Orbital transmission 110 functions in the same manner as was explained in regard to the operation of orbital transmission 10, and its synchronous clutch 160 operates in the same manner as the well-known Warner gear synchronizers manufactured by the Warner Gear Division of Borg-Warner Cor¬ poration. Also, as indicated above, a supplemental overdrive or underdrive unit can be connected to output shaft 58. (The casing 106 of such a supplemental unit is represented schematically.)
A fourth embodiment of our invention is shown as orbital transmission 130 in FIG. 6. The various elements of this arrangement also operate in the same manner as those described in relation to orbital transmissions 10 and 110 and so, to facilitate the explanation and understanding of this further embodiment, similar functioning elements have once again been given the same reference numerals.
In this fourth embodiment, engine crankshaft 11 is again directly connected with pump drive gear 13 and orbital drive support 14, and it is also directly connected with clutch support element 61. Orbiting drive 140 carries orbit shaft 21 upon which is mounted cluster gear 25. Gear teeth 24 and 23 of cluster gear 25 mesh, respectively, with control gear 27 and output gear 26. While the variable displacement hydraulic pump and hydraulic motor are not shown, the rota¬ tion of control gear 27 is regulated in the same manner as in the previous embodiments, namely, when drive gear 51 is en¬ gaged with sleeve 54 by clutch 65 (indicated schematically) , the rotation of control gear 27 is regulated by the hydraulic pump and motor to provide the continuously variable drive during low speed, high torque operation. (NOTE: The vari¬ able displacement hydraulic pump 17 and motor 18 are not shown in FIG. 6, but it should be understood that they are connected, respectively, with pump drive gear 13 and drive gear 51 in the same manner as described above in regard to the first embodiment of the invention illustrated in FIGS. 1A and IB.)
Similarly, when the variable displacement pump is operating at full capacity to bring output gear 26 up to the same rotational speed as engine shaft 11, transmission 130 is shifted into direct drive by the actuation of clutch 60 which engages the sets of plates connected, respectively, with sup¬ ports 57 and 61. As indicated above, support 61 is fixed to rotate with crankshaft 11, and support 57 is keyed to output shaft 58. When clutch 60 is activated to establish this direct drive, clutch 65 is simultaneously disengaged, re¬ sulting in the bypassing of the orbital reduction drive 140 in the same manner as was described in relation to orbital drive 20 (FIGS. 1A and IB).
Clutch 60 is actuated by a hydraulic piston 97 which is moved to the right in FIG. 6 by a first hydraulic system. While piston 97 is spring biased to its disengaged position (as shown) , return to this disengaged position is assisted by a second hydraulic system, namely, by the lubri¬ cating oil flowing through the transmission. A channel 98 permits lubricating fluid to circulate around the right side of piston 97, and the centrifugal forces acting on this lu¬ bricating fluid (in response to the rotation of the various transmission elements fixed to crankshaft 11) create a hy¬ draulic force which assists the movement of piston 97 to its disengaged position when the clutch is deactivated.
To prevent any drag in the clutches included in the embodiments shown in FIGS. 1, 2, and 6, when they are dis¬ engaged, we prefer leaf spring spacers similar to those suggested in our previous U.S. Patent No. 2,226,309. FIGS. 3A and 3B show improved leaf spring spacers that do not require any recesses or rivets. Each spacer 80 carries a pair of leaf springs 81 that bear against a neighboring clutch ring and tend to space the clutch rings evenly apart. Each spacer 80 also clips over a clutch ring, as the clutch rings are installed, so that the spacers are trapped within the assembly and cannot escape. The spacer leaves 81 bear against adjacent rings of the same clutch part so that outer ring spacers bear only against outer rings and inner ring spacers bear only against inner rings. This eliminates any relative motion or wear on spring leaves 81. As many leaves as are required can be clipped around each clutch ring so that when hydraulic, pneumatic, or other clutch engaging pressure is released, spacer leaves 81 automatically space the clutch rings evenly apart to eliminate dragging friction between clutch rings. This feature helps maintain the high efficiency of our transmissions.
As indicated earlier, our transmission can be combined with either underdrive or overdrive units. In regard to underdrive, it is possible to use two units of our transmission in tandem to provide a low-low drive for large trucks. Such an underdrive unit 210 is illustrated in FIG. 7, and it is mounted at the output of any of the preferred
embodiments of our transmission, such as is indicated sche¬ matically in FIG. 5. An input drive coupling 211 receives the splined end of output shaft 58, while the underdrive's output shaft 258 is coupled to the vehicle's drive shaft. The underdrive unit shown in FIG. 7 is quite similar to our orbital transmission 110, except that it does not require, and so omits, the hydraulic drive used in all of our pre¬ ferred embodiments described above. In all other respects, it is substantially similar; and each of the various com¬ ponents of underdrive 210 are given similar reference numerals to the similar components in the other embodiments, except that these numerals are in a "200" series.
Drive coupling 211 is fixed to a support 214 which carries an orbit shaft 221. A cluster gear 225 is mounted on orbiting shaft 221 and its gear teeth 224 and 223 mesh, re¬ spectively, with a control gear 227 and an output gear 226; and orbit drive 220 operates in the same manner as orbit drives 20 and 120 in the embodiments described above.
However, since the hydraulic drive is omitted, this underdrive unit includes no drive gear comparable to gear 13 in the previous embodiments; and instead of hydraulic motor drive gear 51, this unit includes a partition 251 which is bolted to an appropriately positioned bracket 299 formed in the unit's casing 106.
A further synchronous clutch 260 carries out the same function as clutch 160 in FIG. 5. Namely, when sliding collar 291 is moved from its neutral position (as illustrated in FIG. 7) to the right, it initially engages a first blocking ring 293 and, thereafter, a set of gear teeth 294 which are fixed to partition 251 and, therefore, locked against rotation. When shifted into this right hand posi¬ tion, synchronizer hub 292, which is keyed to sleeve 254 and control gear 227, is locked against rotation to the casing. With control gear 227 so locked, rotation of orbit drive 220 causes output gear 226 (keyed to output shaft 258) to rotate at maximum reduction.
When sliding collar 291 is moved from its neutral position, as illustrated, to the left, it initially engages blocking ring 295 and, thereafter, the teeth of pinion 296
which is keyed to output shaft 258. When sliding collar 291 is in this left hand position, synchronous clutch 260 locks control gear 227 and output gear 226 together so that there is no longer any relative motion between them. This prevents any further relative rotation between orbiting cluster gear 225 and output shaft 258 and thus directly couples the rota¬ tion of input coupling 211 with output shaft 258.
To facilitate explanation of the operation of underdrive 210, it will be assumed that it is connected to transmission 110 (FIG. 5) . When this low-low tandem drive is started up, synchronous clutches 160 and 260 are both shifted to their right hand positions, placing both transmission 110 and overdrive unit 210 in orbit drive. The hydraulic control system for transmission 110 is then operated to continuously reduce the effective gear ratio of transmission 110 until it reaches 1:1, bringing output shaft 58 up to the same speed as crankshaft 11. At this time, output shaft 258 of underdrive 210 is then rotating at a speed equivalent to the lowest speed of transmission 110. When this condition is achieved, underdrive unit 210 is shifted into direct drive (i.e., sliding collar 291 is moved to its left hand position) and, simultaneously, transmission 110 is returned to its lowest speed condition (as indicated in the flow chart in FIG. 4B) . Transmission 110 again increases in speed until output shaft 258 of underdrive 210 matches the speed of engine crankshaft 11, at which time clutch 160 is shifted to its left hand position, thus placing both transmission 110 and underdrive unit 210 in direct drive for high speed highway travel.
The transmission drawings referred to above are schematically simplified somewhat to make the illustration more convenient. For instance, in all of the embodiments, hydraulic pump 17 and motor 18 are mounted together in the manner indicated above with hydraulic motor shaft 19 preferably forward of the plane of the cross section. Never¬ theless, motor shaft 19 is illustrated below the plane of the cross section to show the geared input to control gears 27 or 47. Similarly, in the drawing of transmission 30 (FIG. 2A) , engine shaft 11 is shown behind the plane of the cross
section, concealing the connection between gear 31 and gear 32 via an idler gear.
Our transmissions require control systems for en¬ gaging and disengaging the clutches and controlling the rate of pump 17. These are generally known and can be accom¬ plished in a variety of ways. For example, the control system can sense engine speed, vehicle speed, accelerator demand, and other engine conditions and make all the neces¬ sary adjustments automatically. The transmission can also be shifted manually, which might be preferred on an earth mover, for example, which might work for long periods of time at high torque. An operator lever or knob could control the pump rate and the diminishment of the reduction of the or¬ bital drive to suit operating circumstances. However, for automotive purposes, automatic control is preferable.
Hydraulic operation of the clutches can be accom¬ plished by a separate hydraulic system which is energized by an extra impeller included in variable displacement pump 17. Pumps which include such extra impellers are commercially available and are referred to as "superchargers". In this regard, it should be noted that our design keeps the hydrau¬ lic control drive for our transmission separate from the transmission's lubrication system. Therefore, as different from hydraulic automotive transmissions presently in general use, our independent hydraulic systems can each use dis¬ similar fluids selected for characteristics which are best suited to meet the special requirements of each system.
Also, the hydraulic system can be arranged to bleed pressure from the hydraulic motor whenever the vehicle's brakes are applied. Such an arrangement might be necessary when the vehicle is operated in a "creep" mode. That is, with our transmission, it is possible to move a vehicle at walking speed (for instance, in a parade) by rotating the control gear in a reverse sense, not fast enough to cause the vehicle drive to back up but just fast enough to permit the vehicle to go forward at a very slow speed. However, at such a low speed, the torque developed by our transmission is so high that it may be extremely difficult for the vehicle brakes to stop rotation of the wheels. To remedy this
potential problem, hydraulic pressure can be bled from the drive system whenever the vehicle is operating in this creep mode and the vehicle brakes are applied. In this regard, a slight variation of this creep mode can serve as a "hill- holder". That is, whenever the vehicle is stopped on an incline during normal operation (e.g., waiting for a traffic light) and it begins to roll in reverse, the control gear can be rotated very slowly in a reverse direction at a speed which will just balance the vehicle's tendency to roll backward.
Our transmissions can also be used to take full advantage of the braking potential of engine compression in a manner similar to conventional manually-shifted gear trans¬ missions. Such engine braking is particularly valuable for trucks traveling down steep grades. Commercially-available hydraulic pump/motor combinations, such as those contemplated for use in the hydraulic control systems described above, can be equipped with special spool valve interconnections which can be used selectively to reverse the oil flow in the com¬ bination. That is, selective operation of the spool valve arrangement permits the motor to drive the pump. By in¬ cluding such known spool valve arrangements in our hydraulic system, they can be used on steep downgrades to have motor 18 drive pump 17 in response to the rotation of output shaft 58 as the vehicle coasts down hill. By adjusting the wobble plate in variable displacement pump 17 (which at such times is acting as a motor) , it is possible to increase the speed of rotation of engine crankshaft 11 relative to the speed of output shaft 28 and, thereby, increase the resultant braking effect of the engine's compression.
Although the explanations above relating to our hydraulic pump/motor system have assumed that pump 17 is geared to rotate 1:1 with input shaft 11, it may be commer¬ cially preferable to operate pump 17 at higher speeds. For instance, if pump 17 and motor 18 were geared, respectively, to operate at twice the speed of input shaft 11 and control gear 27, it would be possible to halve the size of the hy¬ draulic system, because, at twice the speed, the pump and motor could handle the same horsepower at one-half the
torque. Such smaller, but higher speed, hydraulic pump/motor combinations are commercially available (e.g., rated for continuous duty at 12,000 r.p. .), and such less expensive combinations can also operate effectively with our transmission.
In addition to the possibilities of overdrive and underdrive, as previously mentioned, our transmissions can also include well-known incidentals, such as the speedometer gear 75, parking brake lock 76, and the recess 77 for an electronic speed detector (see FIGS. 1, 2, and 3). Further, although only one orbiting cluster gear is shown for each transmission, it is also possible to have support 14 orbit 2, 3, or 4 identical cluster gears, especially in transmissions 10, 110, and 130, where the orbit path is external to the control and output gears. Such extra cluster gears enable the transmission to bear a larger load. It should be noted that this adjustment of the transmission to handle higher horsepower engines can be accomplished at a very moderate increase in cost and at no increase in the size of the unit itself.
Also, it is possible to modify our orbital drives 20, 120, and 140 so that they may more readily operate at the higher-than-normal r.p.m. rates (e.g., 7000-8000 r.p.m.) being used in certain higher performance engines. Such modi¬ fication reduces the mass of orbiting support 14 and cluster gear 25 by significantly reducing the size and number of teeth in gears 23 and 24. At the same time, the size and number of teeth of output gear 26 and control gear 27 are increased to substantially maintain the original speed reduction and the original center distance between the two sets of gears. As different from the gears as shown in the drawings, such modified gears 23 and 24 have diameters about one-half the size, or less, than the respective diameters of their mating gears 26 and 27. This smaller version of clus¬ ter gear 25 is solid and includes integrated axle portions at each end. As part of this modification, orbit shaft 21 and its needle bearings are replaced by much larger spindle-type bearings mounted on orbiting support 14 to receive the axle ends of modified cluster gear 25. Further, the mass and
radius of such a modified orbit drive may be even further reduced by increasing the pitch and reducing the diameter of gears 23, 24, 25, and 26 without changing the numbers of their gear teeth. Referring to the previously mentioned additions of extra cluster gears to bear the larger loads of higher horsepower engines, it should be noted that the just- described reduction in the size of cluster gear 25 permits an increase in the number of cluster gears that can be added to support 14 without increasing the size of our transmission.
In regard to the inclusion of well-known inciden¬ tals, reference is also made to the use of damping systems. For instance, in FIG. 5 damper plate 101 is connected to the starter gear through a group of damper springs 102, and another damping arrangement is shown schematically in FIG. 6 in the form of an elastomeric coupling 103 connecting crank¬ shaft 11 with starter gear 12. Such elastomeric couplings are commercially available, e.g., a coupling sold by B. F. Goodrich under the tradename "TORSILASTIC".
The simple orbital gear drive used in our trans¬ missions, in cooperation with our clutch arrangements and direct drive connections, makes our transmissions simpler and more compact than conventional automatic transmissions. Fur¬ ther, transmission 30, being offset from engine shaft 11, can also be lowered relative to engine shaft 11, to afford a low profile and compact transmission. Even with the addition of variable displacement hydraulic pump 17 and hydraulic motor 18, the total cost of our transmissions is no more than the cost of a conventional automatic transmission.
As noted above, we do not incorporate a check valve in our hydraulic control system, and so pressure reduction within our hydraulic system occurs only in response to re¬ duced resistance which results when the vehicle accelerates (in response to applied engine torque) or, on occasions of extreme overload, when the tires spin (because the applied torque exceeds traction) . In contrast, hydrostatic pump/ motor systems automatically maintain an upper limit on system pressure and so, when the vehicle engine is operating at full power, produce a constant torque output for all output speeds. Therefore, special attention is called to the fact
that our transmission does not suffer such inefficiencies, because increases in applied engine horsepower are generally translated by our hydraulic system into increased vehicle motion or momentary wheel spin.
Another feature of our transmission is that the vehicle can be push started or towed, something that is not possible with other automatic transmissions. Also, we have found that a vehicle using our transmission can be rocked back and forth with smooth transitions between these changes in direction. Shifting the drive from forward into reverse and back again does not cause any damage to the transmission since the drive merely slows down, stops, and goes forward as the direction of the control gear is changed.
Of course, a multitude of transmissions can be designed using various combinations of our orbital reduction drive and clutch arrangements described above; output shafts 58 can connect to an overdrive or underdrive, as previously explained; the hydraulic control input can be replaced with an electrical control input; and many variations are possible in housings, supports, gear arrangements, and bearings.
Our orbital transmission gains in efficiency over other automatic transmissions by eliminating the torque con¬ verter. Friction losses in our transmission are low, because most of the driving power is transmitted through drive gears. The hydraulic or other input to the control gear of the orbital reduction drive affords a resistance for the other gears to work against and provides some of the higher torque power in a fluid or electromagnetic form. While this is not as efficient as a manually-shifted all gear trans¬ mission, it is much more efficient than a torque converter. Further, the hydraulic system of our transmission is not in continuous use. That is, when used in a standard passenger vehicle, our transmission is in direct drive most of the time, with the hydraulic or other control system being inoperative.
Our transmissions also have the advantage of con¬ tinuously varying torque/speed ratios throughout a range from low gear to direct drive. This continuous variability com¬ bined with significantly improved efficiency, including
direct drive under lower torque/higher speed conditions, are the main advantages of our transmissions.