Title of Invention

AN ELECTRICALLY VARIABLE TRANSMISSION

Abstract MULTI-MODE ELECTRICALLY VARIABLE TRANSMISSIONS HAVING TWO PLANETARY GEAR SETS WITH ONE FIXED INTERCONNECTION ABSTRACT OF THE DISCLOSURE The electrically variable transmission family of the present invention provides low-content, low-cost electrically variable transmission mechanisms including first and second differential gear sets, a battery, two electric machines serving interchangeably as motors or generators, four selectable torque-transfer devices, and a dog clutch. The selectable torque transfer devices are engaged singly or in combinations to yield an EVT with a continuously variable range of speeds (including reverse) and up to four mechanically fixed forward speed ratios. The torque transfer devices and the first and second motor/generators are operable to provide five operating modes in the electrically variable transmission, including battery reverse mode, EVT reverse mode, reverse and forward launch modes, continuously variable transmission range mode, and fixed ratio mode.
Full Text MULTI-MODE ELECTRICALLY VARIABLE TRANSMISSIONS HAVING TWO PLANETARY GEAR SETS WITH ONE FIXED INTERCONNECTION
TECHNICAL FIELD
[0001] The present invention relates to electrically variable transmissions with
selective operation both in power-split variable speed ratio ranges and in fixed speed ratios, and having two planetary gear sets, two motor/generators, a dog clutch and four torque transfer devices.
BACKGROUND OF THE INVENTION
[0002] Internal combustion engines, particularly those of the reciprocating piston
type, currently propel most vehicles. Such engines are relatively efficient, compact,
lightweight, and inexpensive mechanisms by which to convert highly concentrated
energy in the form of fuel into useful mechanical power. A novel transmission system,
which can be used with internal combustion engines and which can reduce fuel
consumption and the emissions of pollutants, may be of great benefit to the public.
[0003] The wide variation in the demands that vehicles typically place on internal
combustion engines increases fuel consumption and emissions beyond the ideal case for
such engines. Typically, a vehicle is propelled by such an engine, which is started from a
cold state by a small electric motor and relatively small electric storage batteries, then
quickly placed under the loads from propulsion and accessory equipment. Such an engine
is also operated through a wide range of speeds and a wide range of loads and typically at
an average of approximately a fifth of its maximum power output.
[0004] A vehicle transmission typically delivers mechanical power from an
engine to the remainder of a drive system, such as fixed final drive gearing, axles and wheels. A typical mechanical transmission allows some freedom in engine operation, usually through alternate selection of five or six different drive ratios, a neutral selection that allows the engine to operate accessories with the vehicle stationary, and clutches or a torque converter for smooth transitions between driving ratios and to start the vehicle from rest with the engine turning. Transmission gear selection typically allows power from the engine to be delivered to the rest of the drive system with a ratio of torque

multiplication and speed reduction, with a ratio of torque reduction and speed multiplication known as overdrive, or with a reverse ratio.
[0005] An electric generator can transform mechanical power from the engine
into electrical power, and an electric motor can transform that electric power back into
mechanical power at different torques and speeds for the remainder of the vehicle drive
system. This arrangement allows a continuous variation in the ratio of torque and speed
between engine and the remainder of the drive system, within the limits of the electric
machinery. An electric storage battery used as a source of power for propulsion may be
added to this arrangement, forming a series hybrid electric drive system.
[0006] The series hybrid system allows the engine to operate with some
independence from the torque, speed and power required to propel a vehicle, so the engine may be controlled for improved emissions and efficiency. This system allows the electric machine attached to the engine to act as a motor to start the engine. This system also allows the electric machine attached to the remainder of the drive train to act as a generator, recovering energy from slowing the vehicle into the battery by regenerative braking. A series electric drive suffers from the weight and cost of sufficient electric machinery to transform all of the engine power from mechanical to electrical in the generator and from electrical to mechanical in the drive motor, and from the useful energy lost in these conversions.
[0007] A power-split transmission can use what is commonly understood to be
"differential gearing" to achieve a continuously variable torque and speed ratio between input and output. An electrically variable transmission can use differential gearing to send a fraction of its transmitted power through a pair of electric motor/generators. The remainder of its power flows through another, parallel path that is all mechanical and direct, of fixed ratio, or alternatively selectable.
[0008] One form of differential gearing, as is well known to those skilled in this
art, may constitute a planetary gear set. Planetary gearing is usually the preferred embodiment employed in differentially geared inventions, with the advantages of compactness and different torque and speed ratios among all members of the planetary gear set. However, it is possible to construct this invention without planetary gears, as by

using bevel gears or other gears in an arrangement where the rotational speed of at least
one element of a gear set is always a weighted average of speeds of two other elements.
[0009] A hybrid electric vehicle transmission system also includes one or more
electric energy storage devices. The typical device is a chemical electric storage battery,
but capacitive or mechanical devices, such as an electrically driven flywheel, may also be
included. Electric energy storage allows the mechanical output power from the
transmission system to the vehicle to vary from the mechanical input power from the
engine to the transmission system. The battery or other device also allows for engine
starting with the transmission system and for regenerative vehicle braking.
[0010] An electrically variable transmission in a vehicle can simply transmit
mechanical power from an engine input to a final drive output. To do so, the electric power produced by one motor/generator balances the electrical losses and the electric power consumed by the other motor/generator. By using the above-referenced electrical storage battery, the electric power generated by one motor/generator can be greater than or less than the electric power consumed by the other. Electric power from the battery can sometimes allow both motor/generators to act as motors, especially to assist the engine with vehicle acceleration. Both motors can sometimes act as generators to recharge the battery, especially in regenerative vehicle braking.
[0011] A successful substitute for the series hybrid transmission is the two-range,
input-split and compound-split electrically variable transmission now produced for transit buses, as disclosed in U.S. Patent No. 5,931,757, issued August 3, 1999, to Michael Roland Schmidt, commonly assigned with the present application, and hereby incorporated by reference in its entirety. Such a transmission utilizes an input means to receive power from the vehicle engine and a power output means to deliver power to drive the vehicle. First and second motor/generators are connected to an energy storage device, such as a battery, so that the energy storage device can accept power from, and supply power to, the first and second motor/generators. A control unit regulates power flow among the energy storage device and the motor/generators as well as between the first and second motor/generators.
[0012] Operation in first or second variable-speed-ratio modes of operation may
be selectively achieved by using clutches in the nature of first and second torque transfer

devices. In the first mode, an input-power-split speed ratio range is formed by the application of the first clutch, and the output speed of the transmission is proportional to the speed of one motor/generator. In the second mode, a compound-power-split speed ratio range is formed by the application of the second clutch, and the output speed of the transmission is not proportional to the speeds of either of the motor/generators, but is an algebraic linear combination of the speeds of the two motor/generators. Operation at a fixed transmission speed ratio may be selectively achieved by the application of both of the clutches. Operation of the transmission in a neutral mode may be selectively achieved by releasing both clutches, decoupling the engine and both electric motor/generators from the transmission output. The transmission incorporates at least one mechanical point in its first mode of operation and at least two mechanical points in its second mode of operation.
[0013] U.S. Patent No. 6,527,658, issued March 4, 2003 to Holmes et al,
commonly assigned with the present application, and hereby incorporated by reference in its entirety, discloses an electrically variable transmission utilizing two planetary gear sets, two motor/generators and two clutches to provide input split, compound split, neutral and reverse modes of operation. Both planetary gear sets may be simple, or one may be individually compounded. An electrical control member regulates power flow among an energy storage device and the two motor/generators. This transmission provides two ranges or modes of electrically variable transmission (EVT) operation, selectively providing an input-power-split speed ratio range and a compound-power-split speed ratio range. One fixed speed ratio can also be selectively achieved.
SUMMARY OF THE INVENTION
[0014] The present invention provides a family of electrically variable
transmissions offering several advantages over conventional automatic transmissions for use in hybrid vehicles, including improved vehicle acceleration performance, improved fuel economy via regenerative braking and electric-only idling and launch, and an attractive marketing feature.. An object of the invention is to provide the best possible energy efficiency and emissions for a given engine. In addition, optimal performance, capacity, package size, and ratio coverage for the transmission are sought.

[0015] The electrically variable transmission family of the present invention
provides low-content, low-cost electrically variable transmission mechanisms including first and second differential gear sets, a battery, two electric machines serving interchangeably as motors or generators, a dog clutch and four selectable torque-transfer devices. Preferably, the differential gear sets are planetary gear sets, but other gear arrangements may be implemented, such as bevel gears or differential gearing to an offset axis.
[0016] In this description, the first or second planetary gear sets may be counted
first to second in any order (i.e., left to right, right to left).
[0017] Each of the two planetary gear sets has three members. The first, second
or third member of each planetary gear set can be any one of a sun gear, ring gear or carrier, or alternatively a pinion.
[0018] Each carrier can be either a single-pinion carrier (simple) or a double-
pinion carrier (compound).
[0019] The input shaft is continuously connected with a member of the planetary
gear sets. The output shaft is continuously connected with another member of the planetary gear sets.
[0020] An interconnecting member continuously connects the first member of the
first planetary gear set to the first member of the second planetary gear set or to a stationary member (ground/transmission case).
[0021] A first torque transfer device selectively connects a member of the first
planetary gear set with another member of the first planetary gear set or with a member of the second planetary gear set.
[0022] A second torque transfer device selectively connects a member of the first
planetary gear set with a member of the second planetary gear set, this member being
different from the one connected by the first torque transfer device.
[0023] A third torque transfer device selectively connects a member of the first or
second planetary gear set with a stationary member (ground/transmission case). Alternatively, a third torque transmitting device is connected in parallel with one of the motor/generators for selectively preventing rotation of the motor/generator.

[0024] A fourth torque transfer device is connected in parallel with the other of
the motor/generators for selectively preventing rotation of the motor/generator.
[0025] The first motor/generator is mounted to the transmission case (or ground)
and is continuously connected to a member of the first or second planetary gear set.
[0026] The second motor/generator is mounted to the transmission case and is
continuously connected to a member of a dog clutch. The dog clutch allows the motor/generator to be selectively connected to one of a pair of members of the planetary gear sets.
[0027] The selectable torque transfer devices are engaged in combinations of one
or two along with a dog clutch to yield an EVT with a continuously variable range of speeds (including reverse) and up to four mechanically fixed forward speed ratios. A "fixed speed ratio" is an operating condition in which the mechanical power input to the transmission is transmitted mechanically to the output, and no power flow (i.e. almost zero) is present in the motor/generators. An electrically variable transmission that may selectively achieve several fixed speed ratios for operation near full engine power can be smaller and lighter for a given maximum capacity. Fixed ratio operation may also result in lower fuel consumption when operating under conditions where engine speed can approach its optimum without using the motor/generators. A variety of fixed speed ratios and variable ratio spreads can be realized by suitably selecting the tooth ratios of the planetary gear sets.
[0028] Each embodiment of the electrically variable transmission family
disclosed has an architecture in which neither the transmission input nor output is directly
connected to a motor/generator. This allows for a reduction in the size and cost of the
electric motor/generators required to achieve the desired vehicle performance.
[0029] The torque transfer devices, and the first and second motor/generators are
operable to provide five operating modes in the electrically variable transmission,
including battery reverse mode, EVT reverse mode, reverse and forward launch modes,
continuously variable transmission range mode, and fixed ratio mode.
[0030] 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
[0031] FIGURE la is a schematic representation of a powertrain including an
electrically variable transmission incorporating a family member of the present invention;
[0032] FIGURE 1 b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure la;
[0033] FIGURE 2a is a schematic representation of a powertrain having an
electrically variable transmission incorporating another family member of the present
invention;
[0034] FIGURE 2b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure 2a;
[0035] FIGURE 3a is a schematic representation of a powertrain having an
electrically variable transmission incorporating another family member of the present
invention;
[0036] FIGURE 3b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure 3a;
[0037] FIGURE 4a is a schematic representation of a powertrain having an
electrically variable transmission incorporating another family member of the present
invention;
[0038] FIGURE 4b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure 4a;
[0039] FIGURE 5a is a schematic representation of a powertrain having an
electrically variable transmission incorporating another family member of the present
invention;
[0040] FIGURE 5b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure 5a;
[0041] FIGURE 6a is a schematic representation of a powertrain having an
electrically variable transmission incorporating another family member of the present
invention;

[0042] FIGURE 6b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure 6a;
[0043] FIGURE 7a is a schematic representation of a powertrain having an
electrically variable transmission incorporating another family member of the present invention; and
[0044] FIGURE 7b is an operating mode table and fixed ratio mode table
depicting some of the operating characteristics of the powertrain shown in Figure 7a.
DESCRIPTION OF THE PREFERRED EMBODIMENTS
[0045] With reference to Figure la, a powertrain 10 is shown, including an engine
12 connected to one preferred embodiment of the improved electrically variable
transmission (EVT), designated generally by the numeral 14. Transmission 14 is
designed to receive at least a portion of its driving power from the engine 12. As shown,
the engine 12 has an output shaft that serves as the input member ] 7 of the transmission
14. A transient torque damper (not shown) may also be implemented between the engine
12 and the input member 17 of the transmission.
[0046] In the embodiment depicted the engine 12 may be a fossil fuel engine,
such as a diesel engine which is readily adapted to provide its available power output
typically delivered at a constant number of revolutions per minute (RPM).
[0047] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member 17 is operatively
connected to a planetary gear set in the transmission 14.
[0048] An output member 19 of the transmission 14 is connected to a final drive
16.
[0049] The transmission 14 utilizes two differential gear sets, preferably in the
nature of planetary gear sets 20 and 30. The planetary gear set 20 employs an outer gear
member 24, typically designated as the ring gear. The ring gear member 24
circumscribes an inner gear member 22, typically designated as the sun gear. A carrier
member 26 rotatably supports a plurality of planet gears 27 such that each planet gear 27
meshingly engages both the outer, ring gear member 24 and the inner, sun gear member
22 of the first planetary gear set 20.

The planetary gear set 30 also has an outer gear member 34, often also designated as the ring gear, that circumscribes an inner gear member 32, also often designated as the sun gear member. A plurality of planet gears 37 are also rotatably mounted in a carrier member 36 such that each planet gear member 37 simultaneously, and meshingly, engages both the outer, ring gear member 34 and the inner, sun gear member 32 of the planetary gear set 30.
[0051] An interconnecting member 70 continuously connects the ring gear
member 24 of the planetary gear set 20 with the sun gear member 32 of the planetary gear set 30.
[0052] The first preferred embodiment 10 also incorporates first and second
motor/generators 80 and 82, respectively. The stator of the first motor/generator 80 is
secured to the transmission housing 60. The rotor of the first motor/generator 80 is
secured to the sun gear member 22 of the planetary gear set 20.
[0053] The stator of the second motor/generator 82 is also secured to the
transmission housing 60. The rotor of the second motor/generator 82 is selectively connectable to the carrier member 36 of the planetary gear set 30 or the ring gear member 24 of the planetary gear set 20 via a torque transmitting device, such as a dog clutch 92. The dog clutch 92 is controlled to alternate between positions "A" and "B". The rotor of the second motor/generator 80 is connected to the dog clutch 92 through offset gearing 94.
[0054] A first torque transfer device, such as clutch 50, selectively connects the
carrier member 26 of the planetary gear set 20 with the sun gear member 22 of the planetary gear set 20. A second torque transfer device, such as clutch 52, selectively connects the carrier member 26 of the planetary gear set 20 with the ring gear member 34 of the planetary gear set 30. A third torque transfer device, such as brake 54, selectively connects the ring gear member 34 of the planetary gear set 30 with the transmission housing 60. A fourth torque transfer device, such as the brake 55, is connected in parallel with the motor/generator 80 for selectively braking rotation thereof. The first, second, third, fourth torque transfer devices 50, 52, 54, 55 and the dog clutch 92 are employed to assist in the selection of the operational modes of the hybrid transmission 14, as will be hereinafter more fully explained.

[0055] The input member 17 is continuously connected with the carrier member
26 of the planetary gear set 20. The output drive member 19 of the transmission 14 is
secured to the carrier member 36 of the planetary gear set 30.
[0056] Returning now to the description of the power sources, it should be
apparent from the foregoing description, and with particular reference to Figure la, that the transmission 14 selectively receives power from the engine 12. The hybrid transmission also receives power from an electric power source 86, which is operably connected to a controller 88. The electric power source 86 may be one or more batteries. Other electric power sources, such as fuel cells, that have the ability to provide, or store, and dispense electric power may be used in place of batteries without altering the concepts of the present invention.
General Operating Considerations
[0057] One of the primary control devices is a well known drive range selector
(not shown) that directs an electronic control unit (the ECU 88) to configure the transmission for either the park, reverse, neutral, or forward drive range. The second and third primary control devices constitute an accelerator pedal (not shown) and a brake pedal (also not shown). The information obtained by the ECU from these three primary control sources is designated as the "operator demand." The ECU also obtains information from a plurality of sensors (input as well as output) as to the status of: the torque transfer devices (either applied or released); the engine output torque; the unified battery, or batteries, capacity level; and, the temperatures of selected vehicular components. The ECU determines what is required and then manipulates the selectively operated components of, or associated with, the transmission appropriately to respond to the operator demand.
[0058] The invention may use simple or compound planetary gear sets. In a
simple planetary gear set a single set of planet gears are normally supported for rotation on a carrier that is itself rotatable.
[0059] In a simple planetary gear set. when the sun gear is held stationary and
power is applied to the ring gear of a simple planetary gear set, the planet gears rotate in response to the power applied to the ring gear and thus "walk" circumferentially about the

fixed sun gear to effect rotation of the carrier in the same direction as the direction in which the ring gear is being rotated.
[0060] When any two members of a simple planetary gear set rotate in the same
direction and at the same speed, the third member is forced to turn at the same speed, and in the same direction. For example, when the sun gear and the ring gear rotate in the same direction, and at the same speed, the planet gears do not rotate about their own axes but rather act as wedges to lock the entire unit together to effect what is known as direct drive. That is, the carrier rotates with the sun and ring gears.
[0061] However, when the two gear members rotate in the same direction, but at
different speeds, the direction in which the third gear member rotates may often be determined simply by visual analysis, but in many situations the direction will not be obvious and can only be accurately determined by knowing the number of teeth present on all the gear members of the planetary gear set.
[0062] Whenever the carrier is restrained from spinning freely, and power is
applied to either the sun gear or the ring gear, the planet gear members act as idlers. In
that way the driven member is rotated in the opposite direction as the drive member.
Thus, in many transmission arrangements when the reverse drive range is selected, a
torque transfer device serving as a brake is actuated frictionally to engage the carrier and
thereby restrain it against rotation so that power applied to the sun gear will turn the ring
gear in the opposite direction. Thus, if the ring gear is operatively connected to the drive
wheels of a vehicle, such an arrangement is capable of reversing the rotational direction
of the drive wheels, and thereby reversing the direction of the vehicle itself.
[0063] In a simple set of planetary gears, if any two rotational speeds of the sun
gear, the planet carrier, and the ring gear are known, then the speed of the third member can be determined using a simple rule. The rotational speed of the carrier is always proportional to the speeds of the sun and the ring, weighted by their respective numbers of teeth. For example, a ring gear may have twice as many teeth as the sun gear in the same set. The speed of the carrier is then the sum of two-thirds the speed of the ring gear and one-third the speed of the sun gear. If one of these three members rotates in an opposite direction, the arithmetic sign is negative for the speed of that member in mathematical calculations.

[0064] The torque on the sun gear, the carrier, and the ring gear can also be
simply related to one another if this is done without consideration of the masses of the gears, the acceleration of the gears, or friction within the gear set. all of which have a relatively minor influence in a well designed transmission. The torque applied to the sun gear of a simple planetary gear set must balance the torque applied to the ring gear, in proportion to the number of teeth on each of these gears. For example, the torque applied to a ring gear with twice as many teeth as the sun gear in that set must be twice that applied to the sun gear, and must be applied in the same direction. The torque applied to the carrier must be equal in magnitude and opposite in direction to the sum of the torque on the sun gear and the torque on the ring gear.
[0065] In a compound planetary gear set, the utilization of inner and outer sets of
planet gears effects an exchange in the roles of the ring gear and the planet carrier in comparison to a simple planetary gear set. For instance, if the sun gear is held stationary, the planet carrier will rotate in the same direction as the ring gear, but the planet carrier with inner and outer sets of planet gears will travel faster than the ring gear, rather than slower.
[0066] In a compound planetary gear set having meshing inner and outer sets of
planet gears the speed of the ring gear is proportional to the speeds of the sun gear and the planet carrier, weighted by the number of teeth on the sun gear and the number of teeth filled by the planet gears, respectively. For example, the difference between the ring and the sun filled by the planet gears might be as many teeth as are on the sun gear in the same set. In that situation the speed of the ring gear would be the sum of two-thirds the speed of the carrier and one third the speed of the sun. If the sun gear or the planet carrier rotates in an opposite direction, the arithmetic sign is negative for that speed in mathematical calculations.
[0067] If the sun gear were to be held stationary, then a carrier with inner and
outer sets of planet gears will turn in the same direction as the rotating ring gear of that set. On the other hand, if the sun gear were to be held stationary and the carrier were to be driven, then planet gears in the inner set that engage the sun gear roll, or "walk," along the sun gear, turning in the same direction that the carrier is rotating. Pinion gears in the outer set that mesh with pinion gears in the inner set will turn in the opposite direction.

thus forcing a meshing ring gear in the opposite direction, but only with respect to the
planet gears with which the ring gear is meshingly engaged. The planet gears in the outer
set are being carried along in the direction of the carrier. The effect of the rotation of the
pinion gears in the outer set on their own axis and the greater effect of the orbital motion
of the planet gears in the outer set due to the motion of the carrier are combined, so the
ring rotates in the same direction as the carrier, but not as fast as the carrier.
[0068] If the carrier in such a compound planetary gear set were to be held
stationary and the sun gear were to be rotated, then the ring gear will rotate with less
speed and in the same direction as the sun gear. If the ring gear of a simple planetary gear
set is held stationary and the sun gear is rotated, then the carrier supporting a single set of
planet gears will rotate with less speed and in the same direction as the sun gear. Thus,
one can readily observe the exchange in roles between the carrier and the ring gear that is
caused by the use of inner and outer sets of planet gears which mesh with one another, in
comparison with the usage of a single set of planet gears in a simple planetary gear set.
[0069] The normal action of an electrically variable transmission is to transmit
mechanical power from the input to the output. As part of this transmission action, one of
its two motor/generators acts as a generator of electrical power. The other
motor/generator acts as a motor and uses that electrical power. As the speed of the output
increases from zero to a high speed, the two motor/generators 80, 82 gradually exchange
roles as generator and motor, and may do so more than once. These exchanges take place
around mechanical points, where essentially all of the power from input to output is
transmitted mechanically and no substantial power is transmitted electrically.
[0070] In a hybrid electrically variable transmission system, the battery 86 may
also supply power to the transmission or the transmission may supply power to the battery. If the battery is supplying substantial electric power to the transmission, such as for vehicle acceleration, then both motor/generators may act as motors. If the transmission is supplying electric power to the battery, such as for regenerative braking, both motor/generators may act as generators. Very near the mechanical points of operation, both motor/generators may also act as generators with small electrical power outputs, because of the electrical losses in the system.

[0071] Contrary to the normal action of the transmission, the transmission may
actually be used to transmit mechanical power from the output to the input. This may be done in a vehicle to supplement the vehicle brakes and to enhance or to supplement regenerative braking of the vehicle, especially on long downward grades. If the power flow through the transmission is reversed in this way, the roles of the motor/generators will then be reversed from those in normal action.
Specific Operating Considerations
[0072] Each of the embodiments described herein has fifteen or sixteen functional
requirements (corresponding with the 15 or 16 rows of each operating mode table shown in the Figures) which may be grouped into five operating modes. These five operating modes are described below and may be best understood by referring to the respective operating mode table accompanying each transmission stick diagram, such as the operating mode tables of Figure 1 b, 2b, 3b, etc.
[0073] The first operating mode is the "battery reverse mode" which corresponds
with the first row (Batt Rev) of each operating mode table, such as that of Figure lb. In
this mode, the engine is off and the transmission element connected to the engine is not
controlled by engine torque, though there may be some residual torque due to the
rotational inertia of the engine. The EVT is driven by one of the motor/generators using
energy from the battery, causing the vehicle to move in reverse. Depending on the
kinematic configuration, the other motor/generator may or may not rotate in this mode,
and may or may not transmit torque. If it does rotate, it is used to generate energy which
is stored in the battery. In the embodiment of Figure lb, in the battery reverse mode, the
brake 54 is engaged, the motor/generator 80 has 0.00 units of torque, the motor 82 has a
torque of-1.00, and a torque ratio of-2.78 is achieved, by way of example. In each
operating mode table an (M) next to a torque value in the motor/generator columns 80
and 82 indicates that the motor/generator is acting as a motor, and the absence of an (M)
indicates that the motor/generator is acting as generator. An "X" in these columns
illustrates that the respective motor is braked, such as by brake 55.
[0074] The second operating mode is the "EVT reverse mode" (or mechanical
reverse mode) which corresponds with the second row (EVT Rev) of each operating

mode table, such as that of Figure lb. In this mode, the EVT is driven by the engine and by one of the motor/generators. The other motor/generator operates in generator mode and transfers 100% of the generated energy back to the driving motor. The net effect is to drive the vehicle in reverse. Referring to Figure lb, for example, in the EVT reverse mode, the brake 54 is engaged, the generator 80 has a torque of-0.36 units, the motor 82 has a torque of-3.63 units, and an output torque of-8.33 is achieved, corresponding to an engine torque of 1 unit.
[0075] The third operating mode includes the "reverse and forward launch
modes" (also referred to as "torque converter reverse and forward modes") corresponding
with the third and fourth rows (TC Rev and TC For) of each operating mode table, such
as that of Figure lb. In this mode, the EVT is driven by the engine and one of the
motor/generators. A selectable fraction of the energy generated in the generator unit is
stored in the battery, with the remaining energy being transferred to the motor. In Fig. 1,
this fraction is approximately 99%. The ratio of transmission output speed to engine
speed (transmission speed ratio) is approximately +/-0.001 (the positive sign indicates
that the vehicle is creeping forward and negative sign indicates that the vehicle is
creeping backwards). Referring to Figure 1 b, in the reverse and forward launch modes,
the brake 54 is engaged. In the TC Reverse mode, the motor/generator 80 acts as a
generator with -0.36 units of torque, the motor/generator 82 acts as a motor with -3.16
units of torque, and a torque ratio of-7.00 is achieved. In the TC Forward mode, the
motor/generator 80 acts as a generator with -0.36 units of torque, the motor/generator 82
acts as a motor with 1.04 units of torque, and a torque ratio of 4.69 is achieved.
[0076] The fourth operating mode is a "continuously variable transmission range
mode" which includes the Range 1.1, Range 1.2, Range 1.3, Range 1.4, Range 2.1, Range 3.1, Range 3.2, and Range 3.3 operating points corresponding with rows 5-12 of the operating point table, such as that of Figure 1 b. In this mode, the EVT is driven by the engine as well as one of the motor/generators operating as a motor. The other motor/generator operates as a generator and transfers 100%o of the generated energy back to the motor. The operating points represented by Range 1.1, 1.2,..... etc. are discrete points in the continuum of forward speed ratios provided by the EVT. For example in Figure lb, a range of torque ratios from 4.69 to 1.86 is achieved with the brake 54

engaged, and the dog clutch 92 set in position B; a ratio 1.36 is achieved with the clutch
52 engaged and the dog clutch 92 set in position B; and a range of ratios from 1.00 to
0.54 is achieved with the clutch 52 engaged and the dog clutch 92 set is position A.
[0077] The fifth operating mode includes the "fixed ratio" modes (Fl, F2. F3 and
F4) corresponding with rows 13-16 of the operating mode table, such as that of Figure lb. In this mode the transmission operates like a conventional automatic transmission, with two torque transfer devices and the dog clutch engaged to create a discrete transmission ratio. The clutching table accompanying each figure shows only 4 fixed-ratio forward speeds but additional fixed ratios may be available. Referring to Figure lb, in fixed ratio Fl the clutch 50 and brake 54 are engaged to achieve a fixed torque ratio of 2.78. Accordingly, each "X" in the column of motor/generator 80 or 82 in Figure lb indicates that the brake 55 is engaged, respectively, and the motor/generator is not rotating. In fixed ratio F2, the brakes 54 and 55 are engaged to achieve a fixed ratio of 1.78. In fixed ratio F3, the clutches 50 and 52 are engaged to achieve a fixed ratio of 1.00. In fixed ratio F4, the clutch 52 and brake 55 are engaged to achieve a fixed ratio of 0.83.
[0078] The transmission 14 is capable of operating in so-called three-mode. In
three-mode, the engaged torque transmitting devices are switched to go from the first mode to the second (e.g., Range 2.1 in Fig. 1) and the dog clutch is used to switch from the second to the third mode (e.g., Range 3.1 in Fig. 1). Depending on the mechanical configuration, this change in torque transfer device engagement has advantages in reducing element speeds in the transmission.
[0079] In some designs, it is possible to synchronize clutch element slip speeds
such that shifts are achievable with minimal torque disturbance (so-called "cold" shifts). This also serves as an enabler for superior control during double transition shifts (two oncoming clutches and two off-going clutches).
[0080] As set forth above, the engagement schedule for the torque transfer
devices is shown in the operating mode table and fixed ratio mode table of Figure lb. Figure lb also provides an example of torque ratios that are available utilizing the ring gear/sun gear tooth ratios given by way of example in Figure lb. The NRI/NSI value is the tooth ratio of the planetary gear set 20; and the NR2/N.S2 value is the tooth ratio of the

planetary gear set 30. Also, the chart of Figure lb describes the ratio steps that are attained utilizing the sample of tooth ratios given. For example, the step ratio between first and second fixed forward torque ratios is 1.56, the step ratio between the second and third fixed forward torque ratios is 1.78, the step ratio between the third and fourth fixed forward torque ratios is 1.20, and the ratio spread is 3.35.
DESCRIPTION OF A SECOND EXEMPLARY EMBODIMENT
[0081] With reference to Figure 2a, a powertrain 110 is shown, including an
engine 12 connected to one preferred embodiment of the improved electrically variable
transmission, designated generally by the numeral 114. Transmission 114 is designed to
receive at least a portion of its driving power from the engine 12.
[0082] In the embodiment depicted the engine 12 may also be a fossil fuel engine,
such as a diesel engine which is readily adapted to provide its available power output
typically delivered at a constant number of revolutions per minute (RPM). As shown, the
engine 12 has an output shaft that serves as the input member 17 of the transmission 14.
A transient torque damper (not shown) may also be implemented between the engine 12
and the input member 17 of the transmission.
[0083] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member 17 is operatively
connected to a planetary gear set in the transmission 114. An output member 19 of the
transmission 114 is connected to a final drive 16.
[0084] The transmission 114 utilizes two differential gear sets, preferably in the
nature of planetary gear sets 120 and 130. The planetary gear set 120 employs an outer
gear member 124, typically designated as the ring gear. The ring gear member 124
circumscribes an inner gear member 122, typically designated as the sun gear. A carrier
member 126 rotatably supports a plurality of planet gears 127 such that each planet gear
127 meshingly engages both the outer, ring gear member 124 and the inner, sun gear
member 122 of the first planetary gear set 120.
[0085] The planetary gear set 130 also has an outer gear member 134. often also
designated as the ring gear, that circumscribes an inner gear member 132. also often
designated as the sun gear. A plurality of planet gears 137 are also rotatably mounted in a

carrier member 136 such that each planet gear member 137 simultaneously, and meshingly, engages both the outer, ring gear member 134 and the inner, sun gear member 132 of the planetary gear set 130.
[0086] The transmission input member 17 is connected with the ring gear
member 124 of the planetary gear set 120. The transmission output member 19 is connected with the carrier member 126 of the planetary gear set 120. An interconnecting member 170 continuously connects the carrier member 126 of the planetary gear set 120 with the carrier member 136 of the planetary gear set 130.
[0087] The transmission 114 also incorporates first and second motor/generators
180 and 182, respectively. The stator of the first motor/generator 180 is secured to the transmission housing 160. The rotor of the first motor/generator 180 is secured to the sun gear member 122 of the planetary gear set 120.
[0088] The stator of the second motor/generator 182 is also secured to the
transmission housing 160. The rotor of the second motor/generator 182 is selectively connectable to the carrier member 136 of the planetary gear set 130 or the sun gear member 132 of the planetary gear set 130 via a torque transmitting device, such as a dog clutch 192. The dog clutch 192 is controlled to alternate between positions "A" and "B". The rotor of the second motor/generator 182 is connected to the dog clutch 192 through offset gearing 194.
[0089] A first torque transfer device, such as clutch 150, selectively connects the
ring gear member 124 of the planetary gear set 120 with the sun gear member 132 of the planetary gear set 130. A second torque transfer device, such as clutch 152, selectively connects the sun gear member 122 of the planetary gear set 120 with the ring gear member 134 of the planetary gear set 130. A third torque transfer device, such as brake 154, selectively connects the ring gear member 134 of the planetary gear set 130 with the transmission housing 160. A fourth torque transfer device, such as the brake 155, is connected in parallel with the motor/generator 182 for selectively braking rotation thereof. The first, second, third, fourth torque transfer devices 150, 152, 154. 155 and the dog clutch 192 are employed to assist in the selection of the operational modes of the hybrid transmission 114.

[0090] Returning now to the description of the power sources, it should be
apparent from the foregoing description, and with particular reference to Figure 2a, that the transmission 114 selectively receives power from the engine 12. The hybrid transmission also exchanges power with an electric power source 186, which is operably connected to a controller 188. The electric power source 186 may be one or more batteries. Other electric power sources, such as fuel cells, that have the ability to provide, or store, and dispense electric power may be used in place of batteries without altering the concepts of the present invention.
[0091] As described previously, each embodiment has fifteen or sixteen
functional requirements (corresponding with the 15 or 16 rows of each operating mode
table shown in the Figures) which may be grouped into five operating modes. The first
operating mode is the "battery reverse mode" which corresponds with the first row (Batt
Rev) of the operating mode table of Figure 2b. In this mode, the engine is off and the
transmission element connected to the engine is effectively allowed to freewheel, subject
to engine inertia torque. The EVT is driven by one of the motor/generators using energy
from the battery, causing the vehicle to move in reverse. The other motor/generator may
or may not rotate in this mode. As shown in Figure 2b, in this mode the brake 154 is
engaged, the motor/generator 180 has a zero unit of torque, the motor 182 has a torque of
-1.00, and an output torque of-1.00 is achieved, by way of example.
[0092] The second operating mode is the "EVT reverse mode" (or.mechanical
reverse mode) which corresponds with the second row (EVT Rev) of the operating mode table of Figure 2b. In this mode, the EVT is driven by the engine and by one of the motor/generators. The other motor/generator operates in generator mode and transfers 100% of the generated energy back to the driving motor. The net effect is to drive the vehicle in reverse. In this mode, the brake 154 is engaged, the generator 180 has a torque of 0.51 units, the motor 182 has a torque of-2.70 units, and an output torque of-8.33 is achieved, corresponding to an input torque of 1 unit.
[0093] The third operating mode includes the "reverse and forward launch
modes" corresponding with the third and fourth rows (TC Rev and TC For) of each operating mode table, such as that of Figure 2b. In this mode, the EVT is driven by the engine and one of the motor/generators. A selectable fraction of the energy generated in

the generator unit is stored in the battery, with the remaining energy being transferred to
the motor. In this mode, the brake 154 is engaged, and the motor/generator 180 acts as a
generator with 0.51 units of torque, the motor/generator 182 acts as a motor with -2.33
units of torque, and a torque ratio of-7.00 is achieved. In TC Forward, the
motor/generator 180 acts as a generator with 0.51 units of torque, the motor/generator
182 acts as a motor with 0.87 unit of torque and a torque ratio of 4.69 is achieved. For
these torque ratios, approximately 99% of the generator energy is stored in the battery.
[0094] The fourth operating mode includes the "Range 1.1, Range 1.2, Range 1.3,
Range 1.4, Range 2.1. Range 3.1, Range 3.2 and Range 3.3" modes corresponding with rows 5-12 of the operating mode table of Figure 2b. In this mode, the EVT is driven by the engine as well as one of the motor/generators operating as a motor. The other motor/generator operates as a generator and transfers 100% of the generated energy back to the motor. The operating points represented by Range 1.1, 1.2,...., etc. are discrete points in the continuum of forward speed ratios provided by the EVT, For example in Figure 2b, a range of ratios from 4.69 to 1.36 is achieved with the brake 154 engaged and the dog clutch 192 set in position B; a ratio of 1.86 with the clutch 152 engaged and the dog clutch 192 set in position B; a ratio of 1.36 is achieved with the clutch 152 and the dog clutch 192 set in position B; and a range of ratios from 1.00 to 0.54 is achieved with the clutch 152 engaged and the dog clutch 192 set in position A.
[0095] The fifth operating mode includes the fixed "ratio" modes (Fl, F2, F3 and
F4) corresponding with rows 13-16 of the operating mode table of Figure 2b. In this
mode the transmission operates like a conventional automatic transmission, with three
torque transfer devices engaged to create a discrete transmission ratio. In fixed ratio Fl
the clutch 150 and brake 154 are engaged to achieve a fixed ratio of 3.65. In fixed ratio
F2, the clutch 152 and brake 154 are engaged to achieve a fixed ratio of 1.51. In fixed
ratio F3, the clutches 150 and 152 are engaged to achieve a fixed ratio of 1.00. In fixed
ratio F4, the clutch 152 and brake 155 are engaged to achieve a fixed ratio of 0.81.
[0096] As set forth above, the engagement schedule for the torque transfer
devices is shown in the operating mode table and fixed ratio mode table of Figure 2b. Figure 2b also provides an example of torque ratios that are available utilizing the ring gear/sun gear tooth ratios given by way of example in Figure 2b. The NRI/NSI value is

the tooth ratio of the planetary gear set 120; and the NR2/NS2 value is the tooth ratio of the planetary gear set 130. Also, the chart of Figure 2b describes the ratio steps that are attained utilizing the sample of tooth ratios given. For example, the step ratio between first and second fixed forward torque ratios is 2.42, the step ratio between the second and third fixed forward torque ratios is 1.51, and the step ratio between the third and fourth fixed forward torque ratios is 1.23, and the ratio spread is 4.51.
DESCRIPTION OF A THIRD EXEMPLARY EMBODIMENT
[0097] With reference to Figure 3a, a powertrain 210 is shown, including an
engine 12 connected to one preferred embodiment of the improved electrically variable transmission, designated generally by the numeral 214. The transmission 214 is designed to receive at least a portion of its driving power from the engine 12. As shown, the engine 12 has an output shaft that serves as the input member 17 of the transmission 214. A transient torque damper (not shown) may also be implemented between the engine 12 and the input member 17 of the transmission 214.
[0098] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member is operatively connected to a planetary gear set in the transmission 214. An output member 19 of the transmission 214 is connected to a final drive 16.
[0099] The transmission 214 utilizes two differential gear sets, preferably in the
nature of planetary gear sets 220 and 230. The planetary gear set 220 employs an outer gear member 224, typically designated as the ring gear. The ring gear member 224 circumscribes an inner gear member 222, typically designated as the sun gear. A carrier member 226 rotatably supports a plurality of planet gears 227 such that each planet gear 227 simultaneously, and meshingly engages both the outer, ring gear member 224 and the inner, sun gear member 222 of the first planetary gear set 220.
[00100] The planetary gear set 230 also has an outer ring gear member 234 that
circumscribes an inner sun gear member 232. A plurality of planet gears 237 are also rotatably mounted in a earner member 236 such that each planet gear 237 simultaneously, and meshingly. engages both the outer ring gear member 234 and the inner sun gear member 232 of the planetary gear set 230.

[00101] The transmission input member 17 is connected to the carrier member
226. The transmission output member 19 is connected to the carrier member 236. An interconnecting member 270 continuously connects the sun gear member 222 with the sun gear member 232.
[00102] The transmission 214 also incorporates first and second motor/generators
280 and 282, respectively. The stator of the first motor/generator 280 is secured to the transmission housing 260. The rotor of the first motor/generator 280 is secured to the ring gear member 224.
[00103] The stator of the second motor/generator 282 is also secured to the
transmission housing 260. The rotor of the second motor/generator 282 is selectively connectable to the sun gear member 232 or the carrier member 236 via a torque transmitting device, such as a dog clutch 292. The dog clutch 292 is controlled to alternate between positions "A" and "B". The rotor of the first motor/generator 282 is connected to the dog clutch 292 through offset gearing 294.
[00104] A first torque-transfer device, such as clutch 250, selectively connects the
carrier member 226 with the ring gear member 224. A second torque-transfer device, such as clutch 252, selectively connects the ring gear member 224 with the carrier member 236. A third torque-transfer device, such as brake 254, selectively connects the ring gear member 234 with the transmission housing 260. A fourth torque transfer device, such as the brake 255, is connected in parallel with the motor/generator 280 for selectively braking rotation thereof. The first, second, third, fourth torque-transfer devices 250, 252, 254, 255 and dog clutch 292 are employed to assist in the selection of the operational modes of the hybrid transmission 214.
[00105] The hybrid transmission 214 receives power from the engine 12, and also
from electric power source 286, which is operably connected to a controller 288.
[00106] The operating mode table of Figure 3b illustrates the clutching
engagements, motor/generator conditions and output/input ratios for the five operating modes of the transmission 214. These modes include the "battery reverse mode" (Batt Rev), "EVT reverse mode" (EVT Rev), "reverse and forward launch modes" (TC Rev and TC For), "range 1.1, 1.2, 1.3 ... modes" and "fixed ratio modes" (Fl, F2, F3, F4) as described previously.

[00107] As set forth above the engagement schedule for the torque-transfer devices
is shown in the operating mode table and fixed ratio mode table of Figure 3b. Figure 3b also provides an example of torque ratios that are available utilizing the ring gear/sun gear tooth ratios given by way of example in Figure 3b. The NR|/NS| value is the tooth ratio of the planetary gear set 220; and the NR2/NS2 value is the tooth ratio of the planetary gear set 230. Also, the chart of Figure 3b describes the ratio steps that are attained utilizing the sample of tooth ratios given. For example, the step ratio between the first and second fixed forward torque ratios is 1.82, and the ratio spread is 6.67.
DESCRIPTION OF A FOURTH EXEMPLARY EMBODIMENT
[00108] With reference to Figure 4a, a powertrain 310 is shown, including an
engine 12 connected to one preferred embodiment of the improved electrically variable
transmission, designated generally by the numeral 314. The transmission 314 is designed
to receive at least a portion of its driving power from the engine 12.
[00109] As shown, the engine 12 has an output shaft that serves as the input
member 17 of the transmission 314. A transient torque damper (not shown) may also be
implemented between the engine 12 and the input member 17 of the transmission.
[00110] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member 17 is operatively connected to a planetary gear set in the transmission 314. An output member 19 of the transmission 314 is connected to a final drive 16.
[00111] The transmission 314 utilizes two planetary gear sets 320 and 330. The
planetary gear set 320 employs an outer ring gear member 324 which circumscribes an
inner sun gear member 322. A carrier member 326 rotatably supports a plurality of
planet gears 327 such that each planet gear 327 meshingly engages both the outer ring
gear member 324 and the inner sun gear member 322 of the first planetary gear set 320.
[00112] The planetary gear set 330 also has an outer ring gear member 334 that
circumscribes an inner sun gear member 332. A plurality of planet gears 337 are also rotatably mounted in a carrier member 336 such that each planet gear member 337 simultaneously, and meshingly engages both the outer, ring gear member 334 and the inner, sun gear member 332 of the planetary gear set 330.

[00113] The transmission input member 17 is connected to the carrier member 326
and the transmission output member 19 is connected with the ring gear member 324. An interconnecting member 370 continuously connects the ring gear member 324 with the carrier member 336.
[00114] The transmission 314 also incorporates first and second motor/generators
380 and 382, respectively. The stator of the first motor/generator 380 is secured to the transmission housing 360. The rotor of the first motor/generator 380 is secured to the sun gear member 322.
[00115] The stator of the second motor/generator 382. is also secured to the
transmission housing 360. The rotor of the second motor/generator 382 is selectively connectable to the sun gear member 332 or the carrier member 336 via a torque transmitting device, such as a dog clutch 392. The dog clutch 392 is controlled to alternate between positions "A" and "B". The rotor of the first motor/generator 380 is connected to the dog clutch 392 through offset gearing 394.
[00116] A first torque-transfer device, such as clutch 350, selectively connects the
sun gear member 322 with the sun gear member 332. A second torque-transfer device, such as clutch 352, selectively connects the carrier member 326 with the sun gear member 332. A third torque transfer device, such as brake 354. selectively connects the ring gear member 334 with the transmission housing 360. A fourth torque transmitting device, such as the brake 355, is connected in parallel with the motor/generator 380 for selectively braking rotation thereof. The first, second, third, fourth torque-transfer devices 350, 352, 354, 355 and the dog clutch 392 are employed to assist in the selection of the operational modes of the transmission 314.
[00117] The hybrid transmission 314 receives power from the engine 12, and also
exchanges power with an electric power source 386, which is operably connected to a controller 388.
[00118] The operating mode table of Figure 4b illustrates the clutching
engagements, motor/generator conditions and output/input ratios for the five operating modes of the transmission 314. These modes include the "battery reverse mode" (Batt Rev), the "EVT reverse mode" (EVT Rev), "reverse and forward launch modes" (TC Rev

and TC For), "continuously variable transmission range modes" (Range 1.1, 1.2, 1.3...)
and "fixed ratio modes" (Fl, F2, F3, F4) as described previously.
[00119] As set forth above, the engagement schedule for the torque-transfer
devices is shown in the operating mode table and fixed ratio mode table of Figure 4b. Figure 4b also provides an example of torque ratios that are available utilizing the ring gear/sun gear tooth ratios given by way of example in Figure 4b. The NR1/NS1 value is the tooth ratio of the planetary gear set 320; and the NR2/NS2 value is the tooth ratio of the planetary gear set 330. Also, the chart of Figure 4b describes the ratio steps that are attained utilizing the sample of tooth ratios given. For example, the step ratio between first and second fixed forward torque ratios is 2.27, and the ratio spread is 5.33.
DESCRIPTION OF A FIFTH EXEMPLARY EMBODIMENT
[00120] With reference to Figure 5a, a powertrain 410 is shown, including an
engine 12 connected to one preferred embodiment of the improved electrically variable
transmission, designated generally by the numeral 414. The transmission 414 is designed
to receive at least a portion of its driving power from the engine 12.
[00121] As shown, the engine 12 has an output shaft that serves as the input
member 17 of the transmission 414. A transient torque damper (not shown) may also be
implemented between the engine 12 and the input member 17 of the transmission.
[00122] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member 17 is operatively connected to a planetary gear set in the transmission 414. An output member 19 of the transmission 414 is connected to a final drive 16.
[00123] The transmission 414 utilizes two planetary gear sets 420 and 430. The
planetary gear set 420 employs an outer ring gear member 424 which circumscribes an
inner sun gear member 422. A carrier member 426 rotatably supports a plurality of
planet gears 427 such that each planet gear 427 meshingly engages both the outer ring
gear member 424 and the inner sun gear member 422 of the first planetary gear set 420.
[00124] The planetary gear set 430 also has an outer ring gear member 434 that
circumscribes an inner sun gear member 432. A plurality of planet gears 437 are also rotatably mounted in a carrier member 436 such that each planet gear 437

simultaneously, and meshingly engages both the outer, ring gear member 434 and the inner, sun gear member 43.2 of the planetary gear set 430.
[00125] The transmission input member 17 is connected to the earner member 426
and the transmission output member 19 is continuously connected with the ring gear member 424. An interconnecting member 470 continuously connects the ring gear member 424 with the carrier member 436.
[00126] The transmission 414 also incorporates first and second motor/generators
480 and 482, respectively. The stator of the first motor/generator 480 is secured to the
transmission housing 460. The rotor of the first motor/generator 480 is selectively
connectable to the ring gear member 434 or the carrier member 436 of the planetary gear
set 420 via a torque transmitting device, such as a dog clutch 492. The dog clutch 492 is
controlled to alternate between positions "A" and "B". The rotor of the first
motor/generator 480 is connected to the dog clutch 492 through offset gearing 494.
[00127] The stator of the second motor/generator 482 is also secured to the
transmission housing 460. The rotor of the second motor/generator 482 is secured to the sun gear member 432.
[00128] A first torque-transfer device, such as clutch 450. selectively connects the
sun gear member 422 with the sun gear member 432. A second torque-transfer device,
such as clutch 452, selectively connects the carrier member 426 with the sun gear
member 432. A third torque transfer device, such as the brake 455, is connected in
parallel with the motor/generator 480 for selectively braking rotation thereof. A fourth
torque transmitting device, such as the brake 457, is connected in parallel with the
motor/generator 482 for selectively braking rotation thereof. The first, second, third,
fourth torque-transfer devices 450, 452, 455, 457 and dog clutch 492 are employed to
assist in the selection of the operational modes of the transmission 414. The hybrid
transmission 414 receives power from the engine 12 and also from an electric power
source 486, which is operably connected to a controller 488.
[00129] The operating mode table of Figure 5b illustrates the clutching
engagements, motor/generator conditions and output/input ratios for the five operating modes of the transmission 414. These modes include the "battery reverse mode" (Batt Rev), the "EVT reverse mode'" (EVT Rev), "reverse and forward launch modes" (TC Rev

and TC For), "continuously variable transmission range modes" (Range 1.1, 1.2, 1.3. ..)
and "fixed ratio modes" (Fl, F2, F3, F4) as described previously.
[00130] As set forth above, the engagement schedule for the torque-transfer
devices is shown in the operating mode table and fixed ratio mode table of Figure 5b. Figure 5b also provides an example of torque ratios that are available utilizing the ring gear/sun gear tooth ratios given by way of example in Figure 5b. The NR1/NS1) value is the tooth ratio of the planetary gear set 420; and the NR2/NS2 value is the tooth ratio of the planetary gear set 430. Also, the chart of Figure 5b describes the ratio steps that are attained utilizing the sample of tooth ratios given. For example, the step ratio between first and second fixed forward torque ratios is 2.27, and the ratio spread is 5.33.
DESCRIPTION OF A SIXTH EXEMPLARY EMBODIMENT
[00131] With reference to Figure 6a, a powertrain 510 is shown, including an
engine 12 connected to one preferred embodiment of the improved electrically variable
transmission, designated generally by the numeral 514. The transmission 514 is designed
to receive at least a portion of its driving power from the engine 12.
[00132] As shown, the engine 12 has an output shaft that serves as the input
member 17 of the transmission 514. A transient torque damper (not shown) may also be
implemented between the engine 12 and the input member 17 of the transmission.
[00133] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member 17 is operatively
connected to a planetary gear set in the transmission 514. An output member 19 of the
transmission 514 is connected to a final drive 16.
[00134] The transmission 514 utilizes two planetary gear sets 520 and 530. The
planetary gear set 520 employs a sun gear member 522. A plurality of planet gears 527
are rotatably mounted in a carrier member 526 such that each planet gear member 527
simultaneously, and meshingly engages both the outer, ring gear member 524 and the
inner, sun gear member 522 of the planetary gear set 520.
[00135] The planetary gear set 530 has an outer ring gear member 534 that
circumscribes an inner sun gear member 532. A carrier member 536 rotatably supports a
plurality of planet gears 537 such that each planet gear 536 simultaneously, and

meshingly engages both the sun gear member 532 and the ring gear member 534 of the
planetary gear set 530.
[00136] The transmission input member 17 is connected to the 536 and the
transmission output member 19 is continuously connected with the earner member 526.
An interconnecting member 570 continuously connects the sun gear member 532 with the
transmission housing 560.
[00137] The transmission 514 also incorporates first and second motor/generators
580 and 582, respectively. The stator of the first motor/generator 580 is secured to the
transmission housing 560. The rotor of the first motor/generator 580 is secured to the sun
gear member 522.
[00138] The stator of the second motor/generator 582 is also secured to the
transmission housing 560. The rotor of the second motor/generator 582 is selectively
connectable to the ring gear member 524 or the carrier member 526 via a torque
transmitting device, such as a dog clutch 592. The dog clutch 592 is controlled to
alternate between positions "A" and "B". The rotor of the second motor/generator 582 is
connected to the dog clutch 592 through offset gearing 594.
[00139] A first torque-transfer device, such as clutch 550, selectively connects the
ring gear member 524 with the earner member 536. A second torque-transfer device,
such as clutch 552, selectively connects the sun gear member 522 with the ring gear
member 534. A third torque transfer device, such as the brake 555, is connected in
parallel with the motor/generator 580 for selectively braking rotation thereof. A fourth
torque transmitting device, such as the brake 557, is connected in parallel with the
motor/generator 582 for selectively braking rotation thereof. The first, second, third,
fourth torque-transfer devices 550, 552, 555, 557 and the dog clutch 592 are employed to
assist in the selection of the operational modes of the hybrid transmission 514.
[00140] The hybrid transmission 514 receives power from the engine 12, and also
exchanges power with an electric power source 586, which is operably connected to a
controller 588.
[00141] The operating mode table of Figure 6b illustrates the clutching
engagements, motor/generator conditions and output/input ratios for the five operating
modes of the transmission 514. These modes include the "battery reverse mode" (Batt

Rev), the "EVT reverse mode" (EVT Rev), "reverse and forward launch modes" (TC Rev
and TC For), "continuously variable transmission range modes" (Range 1.1, 1.2, 1.3. ..)
and "fixed ratio modes" (Fl, F2, F3) as described previously.
[00142] As set forth above, the engagement schedule for the torque-transfer
devices is shown in the operating mode table and fixed ratio mode table of Figure 6b. Figure 6b also provides an example of torque ratios that are available utilizing the ring gear/sun gear tooth ratios given by way of example in Figure 6b. The NR1/NSI value is the tooth ratio of the planetary gear set 520; and the NR2/NS2 value is the tooth ratio of the planetary gear set 530. Also, the chart of Figure 4b describes the ratio steps that are attained utilizing the sample of tooth ratios given. For example, the step ratio between first and second fixed forward torque ratios is 1.43, and the ratio spread is 3.97.
DESCRIPTION OF A SEVENTH EXEMPLARY EMBODIMENT
[00143] With reference to Figure 7a. a powertrain 610 is shown, including an
engine 12 connected to one preferred embodiment of the improved electrically variable
transmission, designated generally by the numeral 614. The transmission 614 is designed
to receive at least a portion of its driving power from the engine 12.
[00144] As shown, the engine 12 has an output shaft that serves as the input
member 17 of the transmission 614. A transient torque damper (not shown) may also be
implemented between the engine 12 and the input member 17 of the transmission.
[00145] Irrespective of the means by which the engine 12 is connected to the
transmission input member 17, the transmission input member 17 is operatively connected to a planetary gear set in the transmission 614. An output member 19 of the transmission 614 is connected to a final drive 16.
[00146] The transmission 614 utilizes two planetary gear sets 620 and 630. The
planetary gear set 620 employs an outer ring gear member 624 which circumscribes an inner sun gear member 622. A carrier member 626 rotatably supports a plurality of planet gears 627, 628. The planet gears 627 meshingly engage the outer ring gear member 624 and the planet gears 628 meshingly engage both the sun gear member 622 and the respectively planet gear 627.

[00147] The planetary gear set 630 also has an outer ring gear member 634 that
circumscribes an inner sun gear member 632. A plurality of planet gears 637 are also rotatably mounted in a carrier member 636 such that each planet gear member 637, simultaneously and meshingly engages both the outer, ring gear member 634, and the inner, sun gear member 632 of the planetary gear set 630.
[00148] The transmission input member 17 is connected to the carrier member
636. The transmission output member 19 is connected with the ring gear member 624. An interconnecting member 670 continuously connects the sun gear member 632 with the transmission housing 670.
[00149] The transmission 614 also incorporates first and second motor/generators
680 and 682, respectively. The stator of the first motor/generator 680 is secured to the transmission housing 660. The rotor of the first motor/generator 680 is secured to the sun gear member 622.
[00150] The stator of the second motor/generator 682 is also secured to the
transmission housing 660. The rotor of the second motor/generator 682 is selectively connectable to the carrier member 626 or the ring gear member 624 via a torque transmitting device, such as a dog clutch 692. The dog clutch 692 is controlled to alternate between positions "A" and "B". The rotor of the second motor/generator 682 is connected to the dog clutch 692 through offset gearing 694.
[00151] A first torque-transfer device, such as clutch 650, selectively connects the
carrier member 626 with the carrier member 636. A second torque-transfer device, such
as input clutch 652, selectively connects the sun gear member 622 with the ring gear
member 634. A third torque transfer device, such as the brake 655, is connected in
parallel with the motor/generator 680 for selectively braking rotation thereof. A fourth
torque transmitting device, such as the brake 657, is connected in parallel with the
motor/generator 682 for selectively braking rotation thereof. The first, second, third,
fourth torque-transfer devices 650, 652, 655. 657 and the dog clutch 692 are employed to
assist in the selection of the operational modes of the transmission 614.
[00152] The hybrid transmission 614 receives power from the engine 12, and also
exchanges power with an electric power source 686, which is operably connected to a controller 688.

[00153] The operating mode table of Figure 7b illustrates the clutching
engagements, motor/generator conditions and output/input ratios for the five operating
modes of the transmission 614. These modes include the "battery reverse mode" (Bart
Rev), the "EVT reverse mode" (EVT Rev), "reverse and forward launch modes" (TC Rev
and TC For), "continuously variable transmission range modes" (Range 1.1, 1.2, 1.3...)
and "fixed ratio modes" (Fl, F2, F3) as described previously.
[00154] As set forth above, the engagement schedule for the torque-transfer
devices is shown in the operating mode table and fixed ratio mode table of Figure 7b.
Figure 7b also provides an example of torque ratios that are available utilizing the ring
gear/sun gear tooth ratios given by way of example in Figure 7b. The NRI/NSI value is
the tooth ratio of the planetary gear set 620; and the NR2/NS2 value is the tooth ratio of the
planetary gear set 630. Also, the chart of Figure 7b describes the ratio steps that are
attained utilizing the sample of tooth ratios given. For example, the step ratio between
first and second fixed forward torque ratios is 1.27, and the ratio spread is 2.26.
[00155] In the claims, the language "continuously connected" or "continuously
connecting" refers to a direct connection or a proportionally geared connection, such as gearing to an offset axis. Also, the "stationary member" or "ground" may include the transmission housing (case) or any other non-rotating component or components. Also, when a torque transmitting mechanism is said to connect something to a member of a gear set, it may also be connected to an interconnecting member which connects it with that member.
[00156] While various preferred embodiments of the present invention are
disclosed, it is to be understood that the concepts of the present invention are susceptible to numerous changes apparent to one skilled in the art. Therefore, the scope of the present invention is not to be limited to the details shown and described but is intended to include all variations and modifications which come within the scope of the appended claims.

CLAIMS
1. An electrically variable transmission comprising:
an input member to receive power from an engine;
an output member;
first and second motor/generators;
first and second differential gear sets each having first, second and third members;
said input member being continuously connected with a member of said gear sets, and said output member being continuously connected with another member of said gear sets;
an interconnecting member continuously connecting said first member of said first gear set with said first member of said second gear set or with a stationary member;
said first motor/generator being continuously connected with a member of said first or second gear set;
said second motor/generator being alternately connected with two of said members of said first or second gear set;
a first torque transfer device selectively connecting a member of said first gear set with a member of said first or second gear set;
a second torque transfer device selectively connecting a member of said first gear set with a member of said second gear set;
a third torque transfer device connected in parallel with one of said first and second motor/generators for selectively preventing rotation thereof;
wherein said first, second and third torque transfer devices are engageable to provide an electrically variable transmission with a continuously variable range of speed ratios and multiple fixed forward speed ratios.
2. The electrically variable transmission of claim 1, wherein said first
and second differential gear sets are planetary gear sets.

3. The electrically variable transmission of claim 2, wherein carriers of each of said planetary gear sets are single-pinion carriers.
4. The electrically variable transmission of claim 2, wherein at least one carrier of said planetary gear sets is a double-pinion carrier.
5. The electrically variable transmission of claim 1, wherein said first, second and third torque transfer devices and said first and second motor/generators are operable to provide five operating modes in the electrically variable transmission, including battery reverse mode, EVT reverse mode, reverse and forward launch modes, continuously variable transmission range mode, and fixed ratio mode.
6. The electrically variable transmission of claim 1, further comprising a fourth torque transmitting device selectively connecting a member of said first or second gear set with the stationary member.
7. An electrically variable transmission comprising:
an input member to receive power from an engine;
an output member;
first and second motor/generators;
first and second differential gear sets each having first, second and third members;
said input member being continuously connected with a member of said gear sets, and said output member being continuously connected with another member of said gear sets;
an interconnecting member continuously connecting said first member of said first gear set with said first member of said second gear set or with a stationary member;
said first motor/generator being continuously connected with a member of said first or second gear set;

said second motor/generator being selectively connected with two of said members of said first or second gear set through a dog clutch;
first, second and third torque transfer devices for selectively interconnecting said members of said first and second gear sets with other members of said planetary gear sets or with the stationary member, said first, second and third torque transfer devices being engageable to provide an electrically variable transmission with a continuously variable range of speed ratios and multiple fixed forward speed ratios between said input member and said output member.
8. The electrically variable transmission of claim 7, wherein said first and second differential gear sets are planetary gear sets, and said first torque transfer device selectively connects a member of said first planetary gear set with a member of said first or second gear set.
9. The electrically variable transmission of claim 8, wherein said second torque transfer device selectively connects a member of said first gear set with another member of said second gear set.
10. The electrically variable transmission of claim 9, wherein said third torque transfer device selectively connects a member of said first or second gear set with a stationary member.
11. The electrically variable transmission of claim 9, wherein said third torque transfer device is connected in parallel with one of said motor/generators for selectively preventing rotation thereof.
12. The electrically variable transmission of claim 7, wherein carriers of each of said planetary gear sets are single-pinion carriers.
13. The electrically variable transmission of claim 7, wherein at least one carrier of said planetary gear sets is a double-pinion carrier.

14. An electrically variable transmission comprising:
an input member to receive power from an engine;
an output member;
first and second motor/generators;
first and second differential gear sets each having first, second and third members;
said input member being continuously connected with a member of said gear sets, and said output member being continuously connected with another member of said gear sets;
an interconnecting member continuously connecting said first member of said first gear set with said first member of said second gear set or with a stationary member;
said first motor/generator being continuously connected with a member of said first or second gear set;
said second motor/generator being alternately connected with two of said members of said first or second gear set;
a first torque transfer device selectively connecting a member of said first gear set with a member of said first or second gear set;
a second torque transfer device selectively connecting said a member of said first gear set with a member second gear set;
a third torque transfer device connected in parallel with one of said first and second motor/generators for selectively preventing rotation thereof;
a fourth torque transfer device connected in parallel with the other of said first and second motor/generators for selectively preventing rotation thereof;
wherein said first, second, third and fourth torque transfer devices are engagable to provide an electrically variable transmission with a continuously variable range of speed ratios and multiple fixed forward speed ratios.

15. The electrically variable transmission of claim 14, wherein said
first and second differential gear sets are planetary gear sets.
16. The electrically variable transmission of claim 15, wherein carriers
of each of said planetary gear sets are single-pinion carriers.
17. The electrically variable transmission of claim 15, wherein at least
one carrier of said planetary gear sets is a double-pinion carrier.
18. The electrically variable transmission of claim 14, wherein said
first, second, third and fourth torque transfer devices and said first and second
motor/generators are operable to provide five operating modes in the electrically variable
transmission, including battery reverse mode, EVT reverse mode, reverse and forward
launch modes, continuously variable transmission range mode, and fixed ratio mode.


Documents:

2282-CHENP-2008 AMENDED CLAIMS 17-06-2013.pdf

2282-CHENP-2008 AMENDED PAGES OF SPECIFICATION 17-06-2013.pdf

2282-CHENP-2008 CORRESPONDENCE OTHERS 17-06-2013.pdf

2282-CHENP-2008 FORM-1 17-06-2013.pdf

2282-CHENP-2008 FORM-3 17-06-2013.pdf

2282-CHENP-2008 FORM-5 17-06-2013.pdf

2282-CHENP-2008 OTHER PATENT DOCUMENT 17-06-2013.pdf

2282-CHENP-2008 CORRESPONDENCE OTHERS 14-05-2012.pdf

2282-CHENP-2008 EXAMINATION REPORT REPLY RECEIVED 17-06-2013.pdf

2282-CHENP-2008 FORM-13 14-05-2012.pdf

2282-CHENP-2008 POWER OF ATTORNEY 14-05-2012.pdf

2282-chenp-2008-abstract.pdf

2282-chenp-2008-claims.pdf

2282-chenp-2008-correspondences-others.pdf

2282-chenp-2008-description (complete).pdf

2282-chenp-2008-drawings.pdf

2282-chenp-2008-form-1.pdf

2282-chenp-2008-form-18.pdf

2282-chenp-2008-form-3.pdf

2282-chenp-2008-form-5.pdf

2282-chenp-2008-pct.pdf


Patent Number 256744
Indian Patent Application Number 2282/CHENP/2008
PG Journal Number 30/2013
Publication Date 26-Jul-2013
Grant Date 23-Jul-2013
Date of Filing 07-May-2008
Name of Patentee GM GLOBAL TECHNOLOGY OPERATIONS, INC
Applicant Address LEGAL STAFF-MAIL CODE 482-C23-B21 P.O BOX 300, DETROIT, MICHIGAN 48265-3000
Inventors:
# Inventor's Name Inventor's Address
1 BUCKNOR, NORMAN, K 1246 STONETREE DRIVE TROY, MI 48083
2 RAGHAVAN, MADHUSUDAN 6816 TRAILVIEW COURT WEST BLOOMFIELD MI 48322
PCT International Classification Number F16H3/72
PCT International Application Number PCT/US06/38738
PCT International Filing date 2006-10-03
PCT Conventions:
# PCT Application Number Date of Convention Priority Country
1 11/271,779 2005-11-10 U.S.A.