Title of Invention

AN APPARATUS FOR THE NON-CONTACT MEASUREMENT OF TENSIONAL STRESS IN A POWER TRANSMITTING ROTATING SHAFT

Abstract Presented herein is a non-contact torque sensing apparatus and method for measuring the instantaneous torque, or torsional stress/strain, transmitted through an elongated power transmission member such as a rotatable shaft. Polarized light is directed along a measurement light path in a cavity of a shaft where it intercepts a polarizing filter. The polarizing filter is operable to alter the polarization angle of the light according to torsional twisting of the shaft. A measurement device measures the change in the polarization angle of the light to obtain the shaft twist angle. Shaft torque is then calculated from the twist angle.
Full Text P000011-PTT-DLT
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LASER SENSOR APPARATUS AND METHOD FOR DETECTING
TRANSMISSION SHAFT TORQUE
CROSS REFERENCE TO RELATED APPLICATIONS
[0001] This application claims the benefit of U.S. Provisional Patent Application
No. 60/883,244, filed January 3, 2007 entitled "LASER TORQUE SENSOR FOR
TRANSMISSIONS" and which is hereby incorporated by reference in its entirety.
TECHNICAL FIELD
[0002] The present invention is directed to a sensor or apparatus for the non-
contact measurement of torsional stress in a power transmitting rotating shaft, one such
example being the input or output shaft of a transmission, by measuring changes in at
least one property of light transmitted along the shaft to determine the torque transmitted
by the shaft.
BACKGROUND OF THE INVENTION
[0003] When torque is applied to a shaft, stress is applied along helical lines of
compression and tension along the surface of the shaft. Various methods are known for
measurement of the torque in a shaft. One method is to bond strain gauges to the exterior
surface of the shaft with the strain gauges positioned in a cross configuration. The strain
gauges function as elements of a resistive bridge circuit measuring compression and
tension in the shaft surface along their length as the shaft torsionally twists. Torque
measurement in a rotating shaft can be a challenge to implement when using strain
gauges as the sensing elements as the strain gauges necessarily need to interface
electrically with other off-shaft electronics. The off-shaft electronics are necessary to
perform the resistance bridge measurements so as to detect and quantify tension and
compression resulting from torsional twisting of the shaft as indicative of transmitted
shaft torque.

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[0004] Transmitted torque in a shaft may also be determined by measurement of
the angular displacement between two gears mounted to the shaft in a distally spaced
relationship along the axis of rotation of the shaft. Using this method, the angular
displacement between spaced gears is indicative of the twist angle over the length of the
shaft between the gears, the twist angle being indicative of torque transmitted along the
shaft.
SUMMARY OF THE INVENTION
[0005] The present invention is directed to a non-contact sensor or apparatus for
measuring the instantaneous torque, or torsional stress/strain, transmitted through an
elongated power transmission member such as a rotatable shaft, such as (for example) a
shaft driveably coupling an engine to a vehicle transmission, or within the transmission,
or elsewhere within a vehicle drivetrain. In accordance with the disclosed invention, a
rotatablc shaft is provided with a cavity in a portion of a length of the shaft between a
first portion of the shaft and a second portion of the shaft. A light source is provided
emitting polarized light along a measurement light path in the cavity from the first
portion of the shaft to the second portion of the shaft. A polarizing filter is provided and
secured in the cavity in the second portion of the shaft. The polarizing filter is operable to
change the angular polarization of light in the polarized light beam. A measurement
device is provided to detect the change in the polarization angle in the light path as
introduced by the polarizing filter. When torque is transmitted by the shaft, the
transmitted torque causes elastic twisting in the shaft about the axis of rotation of the
shaft. The torsional twisting of the shaft results in an angular rotation of the polarizing
filter relative to the polarization direction of the polarized light beam and thereby results
in a change in polarization angle of the light passing through the polarizing filter. This
change in polarization angle is detected and is indicative of transmitted torque in the
shaft, providing the basis by which the transmitted torque in the shaft may be calculated,
as will be discussed more fully in later sections herein.

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(0006] According to one aspect of the invention, the light source is a laser light
source, the light source includes a light-polarizing filter to provide a coherent single
wavelength polarized light beam to transmit along the measurement light path.
|0007] According to another aspect of the invention, the torque sensor apparatus
includes a beam splitter configured to split the light beam from the light source into two
light beams, one following the measurement light path and one following a reference
light path. The beam splitter provides a reference light path having an angular
polarization determined by angular polarization of light from the light source. In this
aspect of the invention the measurement device detects the change in polarization angle
as a detected difference in the angular polarization of the reference light path and angular
polarization of the light after the polarizing filter. The detected difference in angular
polarization is indicative of the torsional twisting in the shaft and therefore the torque
transmitted by the shaft.
[0008] According to another aspect of the invention, the light source in the torque
sensor apparatus is a laser light source that includes a second light-polarizing filter to
polarize light emitted by the light source. The light source is positioned external to the
shaft rather than within the cavity of the shaft. Polarized light from the second polarizing
filter is directed to enter the shaft cavity through an entrance aperture in the first portion
of the shall. The entrance aperture extends through the wall of the shaft between the
cavity and the outside surface of the shaft. The torque sensor apparatus further includes a
first reflectance element secured within the first portion of the shaft cavity and configured
to redirect the polarized light from the entrance aperture in a direction so as to intercept
the polarization filter provided in the cavity in the second portion of the shaft cavity. A
second rellectance element is also secured within the shaft cavity and configured to
redirect polarized light leaving the polarization filter in the cavity to exit the shaft through
an exit aperture in the shaft. The measurement device is positioned outside the shaft and
is aligned to detect polarized light emitted through the exit aperture. The entrance
aperture and the exit aperture are aligned on the shaft to permit light from the light source
mounted external to the shaft to redirect through the cavity and reach the measurement
device when the shaft is in at least one angular position of shaft rotation.

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[0009] According to another aspect of the invention, the first reflectance element
includes a first metallic tube into which the first reflectance element is mounted.
Similarly, the second reflectance element includes a second metallic tube into which the
second reflectance element is mounted. The first and second metallic tubes arc sized and
fitted to secure to the shaft within the cavity of the shaft.
[0010] According to another aspect of the invention, the shaft cavity is a portion
of an axial bore through one end of the shaft, the axial bore providing access to the cavity
for installation of the first reflectance element and the second reflectance element through
the end bore of the shaft.
[0011] According to another aspect of the invention, the first reflectance element
includes a first reflective surface configured to redirect the polarized light from the
entrance aperture by reflection along a length of the shaft cavity to the polarization filter
in the shaft cavity. The second reflectance element includes a second reflective surface
configured to redirect the polarized light from the polarization filter in the cavity to exit
the shaft cavity through an exit aperture in the shaft by reflection.
|0012] According to another aspect of the invention, the reflective surfaces of the
first and second reflectance elements are substantially planar reflective surfaces.
[0013] According to another aspect of the invention, the reflective surfaces of
both the first and second reflectance elements are each a conical reflective surface.
[0014] According to another aspect of the invention, a half wave plate is provided
and positioned after the light source and the second polarizing filter and before the beam
splitter. The effect of the half wave plate yields a doubling in the sensitivity of the
measurement device in detecting shaft torque, as will be explained more fully later.
|0015] According to another aspect of the invention, the change in polarization
angle of light leaving the polarization filter located in the shaft cavity results in a change
in the intensity of light exiting the exit aperture of the shaft and reaching the
measurement device. In this aspect of the invention, the measurement device is
configured and adapted to detect and utilize this change in light intensity to determine the
change in polarization angle of light reaching the measurement device from the shaft exit
aperture. Additionally, the measurement device is configured to detect changes in the

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intensity of light in the reference light path and correct the measured intensity of light
from the shaft exit aperture according to measured changes in reference light path
intensity to cancel out variations in the intensity of light emitted by the light source.
[0016] Additionally, a method is disclosed for the measurement of torque
transmitted by a shaft in accordance with the foregoing apparatus of the invention, as will
be explained more fully later herein.
[0017] The above features and advantages and other features and advantages of
the present invention are readily apparent from the following detailed description of the
best modes for carrying out the invention when taken in connection with the
accompanying drawings.
BRIEF- DESCRIPTION OF THE DRAWINGS
[0018] The drawings show a form of the invention that is presently preferred;
however, the invention is not limited to the precise arrangement shown in the drawings.
[0019] Figure 1 illustrates a schematic side perspective view of one embodiment
of a laser torque sensor applied to measure transmitted torque in a shaft, depicting
reflectance elements secured into a bore as well as other components of the laser torque
sensor, consistent with the present invention;
[0020] Figure 2 illustrates a schematic sectional view of another embodiment of
the laser torque sensor applied to measure transmitted torque in a shaft, consistent with
the present invention;
[0021] Figure 3 illustrates a schematic sectional view of yet another embodiment
of a laser torque sensor applied to measure transmitted torque in a shaft in which the
reflectance elements are adapted to permit the use of a plurality of entrance and exit
apertures in the shaft, consistent with the present invention;
[0022] Figure 4 illustrates a schematic view of the laser torque sensor of Figure
2 further including a half wave plate to effectively double the sensitivity of the torque
sensor, consistent with the present invention;

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[0023] Figure 5 illustrates a schematic section view cut through the shall of
Figure 3 (without the reflectance elements) depicting one arrangement of the light
entrance holes or light exit holes consistent with the present invention;
[0024] Figure 6 is a graph depicting the general relationship between normalized
intensity of light received at the light detector/sensor and shaft twist angle due to the
attenuation of the intensity of polarized light in the measurement path as it passed
through the polarizing filter in the shaft cavity, consistent with at least one embodiment
of the present invention;
[0025] Figure 7a is a schematic illustration of a shaft equipped with features of
the present invention for torque measurement, depicted herein to support the discussion
of the mathematical relationship between shaft twist angle and transmitted torque;
|0026] Figure 7b is a schematic illustration of the cross section along B-B of the
shaft in Figure 7A in which only the shaft wall is illustrated to clearly label parameters
used in the calculation of the moment of inertia of the cylindrical shaft section for
relating twist angle to transmitted torque; and
[0027] Figure 8 depicts a method of non-contact measurement of torque
transmitted in a shaft consistent with the present invention.
DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0028] Figure 1 illustrates a schematic side perspective view of one embodiment
of a laser torque sensor 10 applied to measure instantaneous torque, or torsional
slress/strain transmitted by a rotatable shaft 12. In accordance with the disclosed
invention, the rotatable shaft 12 is provided with a cavity 14 in a portion of a length of
the shaft between a first portion 20 of the shaft 12 and a second portion 22 of the shaft 12.
In the illustrated embodiment, the cavity 14 is a portion of the axial bore 62 in the shaft
12. The laser torque sensor 10 further includes a first reflectance element 38 and second
reflectance element 42 each secured into the cavity 14 in the shaft 12. The reflectance
elements 38, 42 are installable into the cavity 14 of the shaft 12 through the opening of
the bore 62 provided on a first end 66 of the shaft 12. The first reflectance element 38 is

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secured in the cavity 14 at a first portion 20 of the shaft 12 while the second reflectance
element 42 is secured in the cavity 14 in a second portion 22 of the shaft 12 where the
second portion 22 is spaced apart from the first portion 20 by some defined distance. The
shaft 12 includes a light entrance aperture 16 in the first portion 20 of the shaft 12 and a
light exit aperture 18 in the second portion 22 of the shaft 12. Each aperture 16, 18
extends from an outside surface 70 of the shaft 12 into the cavity 14 of the shaft 12. In
the embodiment illustrated in Figure 1, the first reflectance element 38 and second
reflectance element 42 each have a generally 'C' shaped housing. The use of a 'C' shaped
housing is specific to exemplary embodiment of Figure 1 and is not limiting. The
reflectance elements 38, 42 may include any shape of housing or alternately no housing
at all as long as the reflectance elements 38, 42 are securable to the shaft 12 within the
cavity 14. The 'C shaped housing of the first reflectance element 38 is secured into the
cavity 14 with the opening 68 of the 'C aligned with the light entrance aperture 16 of
shaft 12. Similarly, the 'C' shaped housing of the second reflectance element 42 is
secured into the cavity 14 with the opening 72 of the 'C' aligned with the light exit
aperture 18.
[0029] The laser torque sensor 10 includes a light source 24 emitting light along a
first light path 30. In Figure 1, the light source 24 is secured proximate to and separate
from the shaft 12 such that the shaft 12 is free to rotate about an axis of rotation 48
independent of light source 24. The laser torque sensor includes a polarizing filter 26
positioned proximate to the light source 24. In certain embodiments of the light source
24, the polarizing filter 26 may be included as part of the light source 24. The polarizing
filter 26 is positioned to intercept the first light path 30 emitted by light source 24 and to
polarize the light leaving the polarizing filter 26 along the polarized portion 74 of the' first
light path 30 in an angular direction of a first axis of polarization 28. The laser torque
sensor 10 further includes a beam splitter 32, such as (for one non-limiting example) a
light-transparent planar plate with a partially reflective mirror-like coating. The beam
splitter 32 is adapted to transmit a defined percentage of the light incident upon the beam
splitter 32 into a first measurement light path 34 and to reflect substantially the remaining
percentage of incident light along a reference light path 36. The first measurement light

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path 34 is positioned and directed towards the shaft 12 so as to be alignable with the
entrance aperture 16 by rotation of the shaft 12 about the axis of rotation 48, wherein the
first measurement light path 34 enters the cavity 14 through the light entrance aperture
16. In the first portion 20 of the shaft 12, the first reflectance element 38 includes a first
reflective surface 40 configured to reflect polarized light in the first measurement light
path 34 to a second measurement light path 46 directed along a length of the cavity 14 in
a direction substantially parallel to the axis of rotation 48 of the shaft 12 so as to impinge
upon the second reflective surface 44 of second reflectance element 42 secured in the
second portion 22 of the shaft 12. The laser torque sensor 10 additionally includes a
polarizing filter 52 positioned in the second portion 22 of the shaft 12 and secured to the
'C shaped housing of the second reflectance element 42. Again, the 'C shape of the
housing is specific to the exemplary embodiment illustrated in Figure 1 and is not
limiting, as discussed earlier. The polarizing filter 52 is positioned to intercept polarized
light in the second measurement light path 46 before it reaches the second reflective
surface 44. As the polarizing filter 52 is secured to the second reflectance element 42
which is then secured within the second portion 42 of the shaft 12, the polarizing filter 52
is thereby constrained to rotate in unison with the second portion 22 of shaft 12. The
polarizing filter 52 has a second axis of polarization 54 by which it polarizes light in the
second measurement light path 46 passing through the polarizing filter 52. The second
reflectance surface 44 is configured to reflect light polarized by the polarization filter 52
along a third measurement light path 50 which exits the shaft 12 through the light exit
aperture I 8. The exit aperture 18 is positioned and configured to align the third
measurement light path 50 with a measurement light-sensing portion 76 of a
measurement device 56 by rotation of the shaft 12 about the axis of rotation 48. The exit
aperture 18 and entrance aperture 16 are cooperatively aligned such that when the
entrance aperture 16 is rotatably aligned to permit light in the first measurement light
path 34 to enter the entrance aperture 16, then also the exit aperture 18 is aligned to
permit light in the third measurement light path 50 to reach the measurement light
sensing portion 76 of the measurement device 56 so that light can complete the
measurement circuit from the light source 24 through the shaft cavity 14 to the

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measurement device 56. Similarly, light from the reference light path 36 impinges upon
the reference light-sensing portion 78 of the measurement device 56. The measurement
device 56 is positioned to receive light from the third measurement light path 50 and to
detect a difference in polarization angle of the light between the third measurement path
50 and the reference light path 36. Torque transmitted by the shaft 12 results in angular
twisting of the shaft 12, which results in a change in the polarization angle of light in the
third measurement path 50 induced by to the angular alignment of the axis of polarization
54 of the second polarizing filter 52. Torsional twisting in the shaft 12 is detected as a
difference in polarization angle between the reference light path 36 and the third
measurement light path 50 by the measurement device 56. This change in polarization
angle is directly related to the torque transmitted by the shaft 12, as will be discussed in
detail in a later portion of this application. The measured torque, determined from the
measured difference in polarization angle, is output as an electronic measurement signal
80. The electronic measurement signal 80 may be any of: a digital electronic signal
representing torque, an analog voltage signal representing torque, an analog current
signal representing torque, as well as other signal output types as would be known to one
skilled in the art. The torque signal may be presented in a human readable form by. for
example, an analog or digital torque indicator 82, or provided as an input to an on-board
vehicle engine management or transmission management computer, as well as provided
as an input to other devices or for other uses as would be known to one skilled in the art.
The light source 24 is preferably a laser light source.
[0030] It is to be understood that the cavity 14 may occupy only a portion of the
length of the shaft 12, the cavity 14 providing space within the shaft 12 to hold
reflectance elements 38, 42. Additionally, the presence in the shaft 12 of the cavity 14 in
the illustrated embodiment as well as in other embodiments necessarily reduces the
material cross section of the shaft 12 around the cavity 14, making the cavity portion of
the shall 14 more susceptible to torsional twisting and thereby improving the accuracy
and sensitivity of shaft torque measurements.
[0031] Figure 2 illustrates a schematic view of the components of the laser torque
sensor of Figure 1 applied to a tubular shaft wherein the cavity 114 extends completely

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through the length of the shaft 112. As in Figure 1, the laser torque sensor 110 includes
the light source 24, polarizing filter 26, beam splitter 32, light entrance aperture 116, light
exit aperture 118, first reflectance element 38 secured within the first portion 120 of the
shaft 112, second reflectance element 42 secured within the second portion 122 of the
shaft 112, polarizing filter 52, and measurement device 56 configured to provide a
measured torque signal 80 as an output. Figure 2 provides a better illustration of the
preferred mounting of the second polarizing filter 52 secured immediately in front of the
reflective surface 44 of the second reflectance element 42 within the second portion 122
of the shaft. The measurement device 56 is configured to measure torsional twisting of
the shaft 112 substantially over the length L between the first portion 120 and the second
portion 122 of the shaft. This measured angular twist is converted to a shaft torque
measurement, as will be discussed later in this application. Other than noted above, the
operation of laser torque sensor 110 is identical to previous laser torque sensor
discussions presented with Figure 1.
[0032] Figure 3 illustrates a schematic sectional view of yet another embodiment of
a laser torque sensor 210 applied to measure transmitted torque in a shaft 212 in which
the reflectance elements 238, 242 have light reflective surfaces 84, 86 respectively. The
reflectance elements 238, 242 may be made of a plastic or metallic material. In one
embodiment, the light reflective surfaces 84, 86 arc cone shaped surfaces machined,
formed or otherwise disposed onto reflectance elements 238, 242. In another
embodiment the reflective surfaces 84, 86 each consist of two angled planar surfaces
having a triangular profile when viewed from a side as depicted in Figure 3. In yet
another embodiment, the reflective surfaces 84, 86 each consist of four angled planar
surfaces forming a pyramid shape and having a side profile as shown in Figure 3. In all
cases, the reflective surfaces 84, 86 are angled substantially at 45 degrees relative to the
axis of rotation 248 of the shaft 212 such that the angle θ1 between the first
measurement light path 234 and the reflected second measurement light path 246 is
substantially 90 degrees. The same angular relationship also existing between the
second measurement light path 246 and the third measurement light path 250. As
discussed earlier with Figure 2, the measured angular twist of the shaft 212 occurs over

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the length L between the first portion 220 and second portion 222 of the shaft 212. As
discussed with Figures 1 and 2, laser torque sensor 210 includes light source 24,
polarizing filter 26, beam splitter 32, light entrance apertures 216, 217, light exit
apertures 218, 219, polarizing filter 252 and measurement device 56 configured and
adapted to provide a measured torque signal 80 as an output. The use of reflective
surfaces 84, 86 having a triangular profile is particularly useful when the shaft 212 is
provided with one pair of light entrance/exit apertures 216, 218 respectively, or with two
opposing pairs of light entrance/exit apertures (216, 217) and (218, 219) respectively.
Similarly, the use of reflective surfaces 84 having a pyramid shape with four angled
planar surfaces each is particularly useful when the shaft 212 is provided with up to four
pairs of light entrance/exit apertures (not shown) in which neighboring aperture pairs arc
provided at positions located 90 degrees apart radially about the circumference of the
shaft 212. When the reflective surfaces 84, 86 are cone shaped, they are suitable for use
in shafts having any number of entrance apertures (not shown) and exit apertures (not
shown).
[0033] Figure 4 illustrates a schematic view of the laser torque sensor 110 of
Figure 2 further including a half wave plate 64 positioned between the polarizing filler
26 and the beam splitter 32. The half wave plate 64 effectively doubles the sensitivity
of the measurement device 56 to the detection of angular twisting in the shaft 112 over
the length L. This can be illustrated as follows. In the laser torque sensor 110 of Figure
2, a torsional angular twist in the shaft over the length L of θT degrees (sec Figure 7A)
results in a difference in polarization angle between the reference light path 336 and the
third measurement light path 350 of θT degrees. Providing a the half wave plate 64
between the polarization filter 26 and the beam splitter 32 has the effect that a torsional
angular twist in the shaft 112 over the length L of ΘT degrees now results in a
difference in polarization angle between the reference light path 336 and the third
measurement light path 350 of 2 ΘT degrees, exactly twice the actual angular twist of
the shaft. The half wave plate 64 may be included as discussed above in any laser
torque sensor embodiment of the present invention to improve torque measurement

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sensitivity. Other than noted above, the operation of laser torque sensor 110 of Figure 4
is identical to the previous laser torque sensor discussions presented with Figure 1.
[0034] While Figure 3 depicts only two entrance apertures 216, 217 and two exit
apertures 218, 219, it is to be understood that it is intended and in certain cases
advantageous to have multiple entrance and exit apertures positioned in a band about the
circumference of the shaft 212. For example, Figure 5 illustrates a schematic section view
cut through the shaft 212 of Figure 3 depicting one exemplary arrangement having lour
apertures 88 distributed about the circumference of the shaft 212, where the illustrated
aperture 88 positions radially about the shaft 212 are indicative of the angular positions of
light entrance and light exit apertures. As noted above, the use of multiple pairs of light
entrance and exit apertures are considered to be advantageous. For example, the use of
four pairs of apertures permits light to be conducted through the shaft 212 when the shaft
212 is at any one of four positions of shaft rotation, thereby permitting four
measurements of shaft twist angle to be performed in each complete rotation of the shaft
212.
|0035] Figure 6 is a graph illustrating the general relationship between the twist
angle ΘT(See Figure 7A) and the normalized intensity of the light passing through the
polarizing (liter 52 (see Figure 1). It is assumed in Figure 6 that when the twist angle θT
is 0 degrees, then the polarization of light in measurement light paths 34, 46 (see Figure
1) match the axis of polarization 54 (see Figure 1) of the polarizing filter 52 (see Figure
1). Figure 7a illustrates a twist angle range of-90 to 0 degrees, although it is to be
understood that the sign of the twist angle indicates the direction of the torque, which can
be positive or negative. The magnitude of the twist angle is indicative of the unsigned
magnitude of the applied torque according to the equations provided above. It is to be
understood that for positive twist angles, the twist angle vs. normalized intensity curve is
the same general curve as illustrated in Figure 6 mirrored about the twist angle 0 axis.
[0036] Figures 7A and 7B serve to further illustrate the twist angle induced into
the shaft 412 by an applied torque T, and the relationship between the twist angle θT and
the applied torque T. An understanding of this relationship is important in converting the
measured shaft twist angle so as to arrive at the torque applied to the shaft. The shaft 412

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in Figures 7 A and 7B is provided with at least two spaced apertures 88 such as light
entrance and exit apertures discussed in various embodiments earlier. In Figure 7A either
aperture 88 is operable as either a light entrance or light exit aperture. To facilitate
discussion of the concepts, one end of the shaft 412 is depicted as connected to ground 90
so as to resist rotation while a torque T is applied to the opposing end of the shaft 412.
The torque T produces a torsional twisting in the shaft 412 in the cylindrical section of
the shaft between the spaced apertures 88. Each aperture 88 has an axis depicted as 92, 94
extending through the center of the aperture 88 and intersecting the axis of rotation 448
of the shaft 412. In Figure 7A the axis 94 is also translated or copied to the aperture 88
near the applied torque T as axis 194 for easy angular comparison with the axis 94. In the
embodiment illustrated in Figure 7A, when no torque is applied to the shaft 412, the twist
angle between axes 194 and 94 is zero. As torque T is applied to the shaft 412 in
increasing magnitude, the twist angle θT increases in proportion to the applied torque.
[0037] The observed twist angle ΘT(shown as 0 in equation 1 below) is related to
the rigidity modulus G, the distance L between the light entrance/exit holes, the moment
of inertia .1 of the cylindrical shaft section and the applied torque T by the following
equation.

where re and ri are defined in Figure 7B, ri being the inside radius of the bore or cavity
414, and re being the outside radius of the shaft 412 measured from the outside surface
470 of the shaft to the center of the shaft.
[0039] Then the torque is related to the shaft twist angle θT by the following
equation:

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[0040] Referring again to Figures 1 and 7a. The polarization of light paths 34, 46,
50 and 36 are all the same when no torque is applied to the shaft (torque as discussed and
illustrated with Figured 7a). After a torque is applied to the shaft 12 in Figure 1, the
torque induces angular twisting in the shaft 12 over the length L (shown in Figure 7A)
inducing a change in polarization angle in the third measurement light path 50. This
change in angular polarization is either ΘT in the torque measurement sensor
configuration of Figure 1 or is equal to 29T when the half wave plate 64 is present as
shown in Figure 4.
[0041] This information together with the chart of Figure 6 enables an alternate
method of indirectly detecting the change in angular polarization between the third
measurement light path 50 and the reference light path 36 illustrated in Figure 1. Figure 6
illustrates that the normalized intensity of the light passing through the polarizing filter
52 decreases as the twist angle increases in absolute magnitude. In Figure 1, the twist
angle is exactly equivalent to the change in angular polarization between the third
measurement light path 50 and the reference light path 36, as discussed earlier above. The
graph of Figure 6 provides a relationship that indicates how the intensity of the light
reaching the measurement device 56 decreases as the shaft twist angle increases in
absolute magnitude. Using this knowledge, the measurement device 56 may alternately
be configured to indirectly rather than directly measure the shaft twist angle or change in
polarization angle by measuring changes in the intensity of the light reaching the detector
along the third measurement light path 50. In this configuration, the measurement device
56 monitors the intensity of light in the reference light path 36 and compensates the
detected intensity of light in the third measurement light path 50 according to changes in
intensity in the reference light path 36 so as to cancel out variations in the emitted light
intensity of the light source 24.
[0042] Figure 8 depicts a method of non-contact measurement of torque
transmitted in a shaft consistent with the present invention. The method begins at block

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802 by providing a light source emitting a polarized light beam. The polarized light
source is preferably a laser light source. The method continues at block 804 with splitting
a reference light beam from the polarized light beam emitted by the light source. At block
806 the polarized light beam is directed along a length of the shaft. At block 808 the
angular polarization of the light transmitted along the shaft is changed according to
torsional twisting of the shaft. At block 810 the angular change in polarization due to
torsional twisting of the shaft is measured relative to the reference light beam. At block
812 the torque is then determined from the measured change in polarization.
(0043] While the best modes for carrying out the invention have been described
in detail, those familiar with the art to which this invention relates will recognize various
alternative designs and embodiments for practicing the invention within the scope of the
appended claims.

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CLAIMS
1. A method of measuring torque in a shaft comprising:
causing polarized light to enter one side of a light polarizing filter
positioned with respect to said shaft and exit an opposite side of said light polarizing
filter; and
measuring at least one change in property of said light between
entering and exiting said light polarizing filter to thereby determine torque in said shaft.
2. The method of claim 1, wherein after said causing the method
further includes altering polarization of said light by said light polarizing filter in relation
to said torque in said shaft.
3. The method of claim 2, wherein said measuring is practiced by:
measuring a change in polarization of said light caused by said
altering; and
determining shaft torque from said change in polarization.
4. The method of claim 2, wherein
after said causing the method further includes
providing a reference light beam indicative of intensity of
light entering said light polarizing filter; and
wherein said measuring is practiced by:

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measuring intensity of light exiting said light polarizing
filter;
measuring intensity of said reference light beam;
compensating said measured intensity of light exiting light
polarizing filter according to said measured intensity of said reference beam; and
determining shaft torque from said compensated intensity.
5. An apparatus for measurement of transmitted torque, comprising:
a shaft for transmitting torque having a portion of said shaft extending
between a first portion of said shaft and a second portion of said shaft;
a light source emitting polarized light along a measurement light path
from said first portion to said second portion;
a polarizing filter secured with respect to said second portion of said shaft,
said polarizing filter operable to change an angle of polarization of light in a portion of
said measurement light path;
a measurement device adapted to measure said change in polarization
angle;
wherein torque transmitted by said shaft produces twisting of said shaft,
said twisting producing an angular rotation in said polarizing filter resulting in said
change in polarization angle; and
wherein said measurement device is configured to determine said
transmitted torque from said measured change in polarization angle.

P000011-FTT-DLT
18
6. The apparatus of claim 5, further comprising:
a beam splitter configured to provide a reference light path split from a
portion of said polarized light emitted by said light source, said reference light path
having an angular polarization determined by angular polarization of light from said light
source;
wherein said measurement device measures said change in polarization
angle as a difference in angular polarization between said reference light path and
angular polarization of said light in said measurement light path after said polarizing
filter.
7. The apparatus of claim 6, wherein said shaft has a cavity;
wherein said light source is a laser light source positioned external to said
shaft;
wherein said measurement light path after leaving said beam splitter is
directed to enter said cavity through an entrance aperture in said first portion of said
shaft;
said apparatus further comprising:
a first reflectance element secured within a first portion of said
cavity and configured to redirect said measurement light path from said entrance aperture
in a direction to intercept said polarization filter in said second portion of said cavity; and
a second reflectance element secured within said cavity and
configured to redirect polarized light leaving said polarization filter to exit said shaft
through an exit aperture in said shaft;

P000011-PTT-DLT
19
wherein said entrance aperture and said exit aperture are aligned to permit
light from said light source to redirect through said cavity and reach said measurement
device when said shaft is in at least one angular position of rotation.
8. The apparatus of claim 7, wherein:
said first reflectance element includes a first metallic tube into which said
first reflectance element is mounted;
wherein said second reflectance element includes a second metallic tube
into which said second reflectance element is mounted; and
wherein said first and second metallic tubes are sized and fitted to be
securable to said shaft within said cavity.
9. The apparatus of claim 8, wherein:
said cavity is formed as an axial bore through one end of said shaft and
extending at least partially through an axial length of said shaft, said axial bore providing
access to said cavity for installation of said first reflectance element and said second
reflectance element.
10. The apparatus of claim 7, wherein:
said first reflectance element includes a first reflective surface configured
to perform said redirection of said measurement light path entering said entrance
aperture; and

P000011-PTT-DLT
20
wherein said second reflectance element includes a second reflective
surface configured to perform said redirection of said measurement light path to exit said
shaft through said exit aperture.
11. The apparatus of claim 10, wherein:
said first reflective surface is at least one substantially planar surface; and
said second reflective surface is at least one substantially planar surface.
12. The apparatus of claim 10, wherein:
said first reflective surface is a conical reflective surface; and
said second reflective surface is a conical reflective surface.
13. The apparatus of claim 10, further comprising:
a half wave plate positioned between said light source and said beam
splitter;
wherein said measured change in polarization angle is equal to twice an
angular twisting angle in said shaft between said first portion and said second portion of
said shaft, said half wave plate doubling sensitivity of said measurement device in
determining said shaft torque.
14. The apparatus of claim 10, wherein:

P000011-PTT-DLT
21
wherein said change in polarization angle produces a change in intensity
of light exiting said exit aperture, said change in intensity detected by said measurement
device and utilized to determine said change in polarization angle; and
wherein said detected change in intensity of light is corrected according to
variations of light intensity in said reference light path, said variations in light intensity in
said reference light path indicative of variations in light intensity emitted by said light
source.
15. An apparatus for measurement of transmitted torque in a
transmission shaft, comprising:
an elongated shaft for transmitting torque having a cavity in at least a
portion of said shaft, said shaft having at least one light entrance aperture and at least one
light exit aperture, said first and second apertures spaced apart along an axis of rotation of
said shaft, said apertures extending from an exterior surface of said shaft into said cavity;
a light source for emitting light along a first light path, said light source
secured proximate to and separate from said shaft;
a first polarizing filter positioned to intercept said first light path and
having a first axis of polarization, said first polarizing filter positioned between said light
source and said shaft;
a beam splitter positioned in said first light path, said beam splitter
splitting said first light path into a first measurement light path and a reference light path,
said first measurement light path positioned and directed towards said shaft to be
alignable with said at least one of said entrance apertures by rotation of said shaft,

P000011-PTT-DLT
22
wherein said first measurement light path enters said cavity through said at least one
entrance aperture, wherein polarization of light in said reference light path is determined
by polarization of light in said first measurement light path;
a first reflectance element secured to said shaft within said cavity and
having a first reflective surface, said first reflective surface configured to reflect said
measurement light path to a second measurement light path, said second measurement
light path directed along a length of said cavity parallel to said axis of rotation of said
shaft;
a second reflectance element secured to said shaft within said cavity in
said second portion of said shaft and having a second reflective surface, said second
reflective surface configured to reflect said second measurement light path to a third
measurement light path, said third measurement light path directed to exit said cavity
through al least one of said at least one exit apertures;
a second polarizing filter having a second axis of polarization, said second
polarizing filter positioned to intercept and polarize light in said second measurement
light path, said second polarizing filter secured in said second portion of said cavity
proximate to said second reflectance element between said first reflectance element and
said second reflectance element, wherein said second polarizing filter is secured to said
shaft to rotate in unison with said second portion of said shaft;
a measurement device positioned to receive light from said reference light
path and from said third measurement light path, said measurement device configured
and adapted to detect a difference in polarization angle between said third measurement
light path and said reference light path;

P000011 PTT-DLT
23
wherein torque transmitted by said shaft produces angular twisting in said
shaft between said first portion and said second portion of said shaft, said angular
twisting altering said polarization angle of light in said third measurement path relative to
said reference light path;
wherein said detected difference in polarization angle is indicative of
torque in said shaft by which said shaft torque may be determined.
16. The apparatus for measurement of transmitted torque of claim 15,
wherein said light source is a laser light source.
17. The apparatus for measurement of transmitted torque of claim 16,
further comprising:
a half wave plate positioned between said first polarizing filter and said
beam splitter and intercepting light in said first light path;
wherein said difference in polarization angle between said third
measurement light path and said reference light path is twice an angular twisting angle in
said shaft between said first portion and said second portion of said shaft; and
wherein said half wave plate doubles sensitivity of said measurement
device in determining said shaft torque.
18. The apparatus for measurement of transmitted torque of claim 16,
wherein

P000011 -PTT-DLT
24
said difference in polarization angle produces a change in intensity of light
transmitted by said second polarizing filter, said change in intensity detected by said
measurement device; and
wherein intensity of light in said third measurement path is corrected
according to variations of light intensity in said reference light path, said variations in
light intensity in said reference light path indicative of variations in light intensity emitted
by said light source.
19. A method of measuring torque transmitted by a shaft, comprising:
providing a light source emitting a polarized light beam;
directing said polarized light beam along a length of said shaft;
changing angular polarization of said light beam along said length of said
shaft according to torsional twisting of said shaft;
measuring said angular change in polarization;
determining said torque from said measured change in polarization.
20. The method of claim 19, wherein
during said changing, said angular polarization of said light beam is
altered by passing said polarized light beam through a polarizing filter, said polarizing
filter secured to a portion of said shaft to rotate with said portion of said shaft; and
wherein during said measuring, said angular change in polarization is
measured in said light beam after said polarizing filter.


Presented herein is a non-contact torque sensing apparatus and method for measuring the instantaneous torque, or torsional stress/strain, transmitted through an
elongated power transmission member such as a rotatable shaft. Polarized light is
directed along a measurement light path in a cavity of a shaft where it intercepts a
polarizing filter. The polarizing filter is operable to alter the polarization angle of the
light according to torsional twisting of the shaft. A measurement device measures the
change in the polarization angle of the light to obtain the shaft twist angle. Shaft torque is
then calculated from the twist angle.

Documents:

01731-kol-2007-abstract.pdf

01731-kol-2007-claims.pdf

01731-kol-2007-correspondence others.pdf

01731-kol-2007-description complete.pdf

01731-kol-2007-drawings.pdf

01731-kol-2007-form 1.pdf

01731-kol-2007-form 2.pdf

01731-kol-2007-form 3.pdf

01731-kol-2007-form 5.pdf

1731-KOL-2007-(20-10-2011)-ABSTRACT.pdf

1731-KOL-2007-(20-10-2011)-AMANDED CLAIMS.pdf

1731-KOL-2007-(20-10-2011)-DESCRIPTION (COMPLETE).pdf

1731-KOL-2007-(20-10-2011)-DRAWINGS.pdf

1731-KOL-2007-(20-10-2011)-EXAMINATION REPORT REPLY RECIEVED.pdf

1731-KOL-2007-(20-10-2011)-FORM 1.pdf

1731-KOL-2007-(20-10-2011)-FORM 2.pdf

1731-KOL-2007-(20-10-2011)-FORM 3.pdf

1731-KOL-2007-(20-10-2011)-FORM 5.pdf

1731-KOL-2007-(20-10-2011)-OTHERS.pdf

1731-KOL-2007-(20-10-2011)-PETITION UNDER RULE 137.pdf

1731-KOL-2007-(26-09-2011)-CORRESPONDENCE.pdf

1731-KOL-2007-(26-09-2011)-PA.pdf

1731-KOL-2007-(29-08-2012)-ABSTRACT.pdf

1731-KOL-2007-(29-08-2012)-AMANDED CLAIMS.pdf

1731-KOL-2007-(29-08-2012)-ANNEXURE TO FORM 3.pdf

1731-KOL-2007-(29-08-2012)-CORRESPONDENCE.pdf

1731-KOL-2007-(29-08-2012)-DESCRIPTION (COMPLETE).pdf

1731-KOL-2007-(29-08-2012)-DRAWINGS.pdf

1731-KOL-2007-(29-08-2012)-FORM-1.pdf

1731-KOL-2007-(29-08-2012)-FORM-2.pdf

1731-KOL-2007-(29-08-2012)-OTHERS.pdf

1731-KOL-2007-(29-08-2012)-PETITION UNDER RULE 137.pdf

1731-KOL-2007-ASSIGNMENT.pdf

1731-KOL-2007-CORRESPONDENCE OTHERS 1.1.pdf

1731-KOL-2007-CORRESPONDENCE OTHERS 1.2.pdf

1731-KOL-2007-CORRESPONDENCE OTHERS 1.3.pdf

1731-KOL-2007-OTHERS.pdf

1731-KOL-2007-PRIORITY DOCUMENT.pdf

abstract-01731-kol-2007.jpg


Patent Number 255665
Indian Patent Application Number 1731/KOL/2007
PG Journal Number 11/2013
Publication Date 15-Mar-2013
Grant Date 13-Mar-2013
Date of Filing 26-Dec-2007
Name of Patentee GM GLOBAL TECHNOLOGY OPERATIONS, INC.
Applicant Address 300 GM RENAISSANCE CENTER DETROIT, MICHIGAN
Inventors:
# Inventor's Name Inventor's Address
1 HAMID VAHABZADEH 2949 SHANNON DRIVE OAKLAND, MICHIGAN 48363
2 AYOUB CHAKARI 5 RUE D'IISA, STRASBOURG FRANCE-67000
PCT International Classification Number G01L3/00; G01M17/00
PCT International Application Number N/A
PCT International Filing date
PCT Conventions:
# PCT Application Number Date of Convention Priority Country
1 60/883,244 2007-01-03 U.S.A.