Title of Invention

AN IMPROVED PIN-TYPE SYNCHRONIZER CLUTCH DEVICE

Abstract This invention relates to a pin-type, double-acting synchronizer mechanism (1Ø) with friction rings (26, 46 and 28,48), jaw members (3Ø, 38 and 32, 4Ø) axially secured together by retainers (44), throe circumferentially spaced pins (5Ø) - inc1uding blocker shoulders for prevent ing asynchronous engagement of the jaw clutches, and pre-energizer assemblies (52) to ensure initial engagement of the friction rings and blocker shoulders in response to initial engaging movement of a shift flange (42), and self-energizing ramps (2Øa-2Ød and 62a-62d ) The synchronizer includes improved jaw members and self energizing ramps, an improved shift flange, improved pre-energizers and improved jaw member retainers.
Full Text 1A.
Field of the Invention
This invention relates to an improved pin-type clutch device for a' transmission. Background of the Invention
It is well known in the multiple SDeed ratio transmission art that synchronizer mechanisms may be used to reduce shift time of all or some of the transmission gear ratios. It is also known that the shift effort required by a vehicle operator, i.e. force applied to a shift lever, may be reduced by use of synchronizer mechanism of the self-energizing type- Since operator shift effort generally increases with vehicle size, synchronizer mechanisms of the self-energizing type are especially important for heavy duty trucks.PrLor art examples of synchronizers that are relevant to the synchronizer herein may be seen by reference to US Patents 5,07S,244; 5,092,439 and 5,339„936 which are incorporated herein by reference-Summary of the Invention
An object of this invention is to provide pin-type synchronizer with improved axial retainers for the jaw members..
According to the invention, a pin-type synchronizer, as disclosed in US Patent 5,092,439 and Indian Patent Application 1221/Cal/96 and respresenting the prior art comprises a pin-type synchronizer selectively operative to frictionally synchronize


1B.
and positive connect either of first and second drives mounted for relative rotation about an axis of a shaft- The synchronizer
comprises first and second jaw members affixed respectively to the first and second drives and respectively engagable with axially movable third and fourth jaw members positioned between the drives. The third and fourth jaw members have internal splines slidably mating for non-relative rotation with external splines affixed to the shaft. First and second cone friction rings are respectively secured for rotation with the first and second drives. Third and fourth cone friction rings are concentric to the shaft and axially movable between the drives for fnctional engagement respectively with the first and second friction rings to provide a synchronizing torque for synchronizing the drives with the shaft. A radially extending flange has axially opposite ly/f a/cino^Tdes positioned between the third and fourth jaw members and between the third and fourth friction rings for axially moving jaw members and rings into said engagement in response to an axial bidirectional shift force

-2-
applied to the flange. Blocker means are operative when engaged for preventing
engagement of the jaw members prior to the synchronizing. The blocker^means
compaing a plurality of circumferentially spaced apart pins rigidly extending
axially
between the third and forth friction rings and into a first set of openings in the flange.
Each of the pins has a blocker shoulder engagable with a blocker shoulder defined about
the associated opening. First means secure the flange against axial movement relative
to the third and fourth jaw members.
The improvement is characterized by the first means having a plurality of circumferentially spaced apart retainers. Each retainer has an axially extending portion disposed about a radially outward portion of the third and fourth jaw members and axially spaced apart and radially inwardly extending portions embracing axially oppositely facing portions of the third and fourth jaw members. Each axially extending portion has axially spaced apart and radially outwardly facing portions disposed in relatively close sliding relation with radially inward portions of the third and fourth friction rings for limiting radially outward movement of the retainers.
accompanying
Brief Description of the/Drawings
The self-energizing synchronizer mechanism of the invention is shown in the accompanying drawings in which-
Figure 1 is a sectional view of a somewhat schematically illustrated double-acting synchronizer mechanism in a neutral position;
Figure 2 is the synchronizer of Figure 1 engaged rightward;
Figure 3 is a detailed exploded view of parts of the synchronizer in Figure 1;
Figure 4 is a detailed view of the portion of a shaft in Figure 1;
Figure 5 is a sectional view of the shaft in Figure 5 and looking along line 5-5 of
Figure 4;
Figures 6 and 7 are views of a portion of the shaft in Figure 4 looking along line 6-6 of Figure 4 and having mating self-energizing ramps of Figure 3 added thereto; and
Figure 8 is a graphical representation of axial forces and torques acting on a shift flange of the synchronizer;


Detailed Description of the Drawings
The term "synchronizer clutch .mechanism", used herein, shall designate a clutch mechanism utilized to non-rotatably couple a selected ratio gear to a shaft by means of a positive clutch in which attempted engagement of the positive clutch is prevented until members of the positive clutch are brought to substantially synchronous rotation by a synchronizing friction clutch associated with the positive clutch. (The term "self-
comp rises
energizing" shall designate synchronizer clutch mechanism which amps or cams increase the engaging force of the synchronizing clutch in proportion to the sychronizing torque-of the-friction clutch]
Looking now at the drawings, therein is shown a gear and synchronizer assembly
comprising
shaft 12 to be mounted for rotation in a transmission about an axis 12a, axially spaced apart drives or gears 14, 16, and a double-acting synchronizer 22.
The shaft 1cylindrical surfaces 12b, 12c rotatably supporting the gears thereon and an annular member 12d having an outer circumference greater in diameter than the diameters of the cylindrical surfaces. The annular member has an axial length separating the gears via axially oppositely facing shoulders 12e, 12f which limit axial movement of the gears toward each other. Axial movement of the gears away from each other is limited in any of several known manners. The annular member may be formed of a ring affixed to the shaft or, as herein, formed integral with the shaft. The outer
comprise's circumference of the annular member external splines 12g formed therein and
three recesses 18 of axial length equal to the axial length of the annular member and self-energizing ramps 20a, 20b, 20c, 20d, explained hereinafter. The recesses totally remove several adjacent splines 120^ thereby simplifying machining of the self-energizing ramps.
comprises
The synchronizer mechanism 22 friction rings 26, 28 and jaw members 30,32 integrally formed with gears 14,16, jaw members 34,36 having internal spline teeth 38,40 slidably mating with the external spline teeth 12g formed in the outer circumference of annular member 12d, a radially extending shift flange 42 having axially
oppositely facing sides^42a, 42b sandwiched between axially facing surfaces 34a, 36a
of the jaw members 34, 36, three axially extending retainers 44 for securing the flange and jaw members against relative axial movement, annular friction rings 46, 48 rigidly secured together by three circumferentially spaced apart pins 50 extending axially from

-4-
each of the friction members and through openings 42c in the flange, and three pre-energizer assemblies 52. Assemblies 52 are shown only in Figure 3.
The friction rings have cone friction surfaces 26a, 46a and 28a, 48a that engage for fictionally synchronizing the gears to the shaft prior to engagement of the jaw
comprises
members. Rings 46, 48 three circumferentially spaced and axially opening
recesses 46b, 48b elongated in the circumferential direction, and six circumferentially
spaced and radially inwardly opening recesses 45c, 48c extending axially through friction
ring 46,48. The extra recesses 46c, 48c facilitate interchangeably of friction rings 46,
48. As explained hereinafter, recess 46b, 48b receive ends of the pre-energizer
assemblies and recess 46e, 46c receive retainers 44.A wide range of cone angles may
be used; cone angles of seven and one-half degrees are employed herein.The friction
surfaces 46a, 48a and/or 26a, 28a may be defined by any of several known friction
materials affixed to the base member; herein, pyrolytic carbon friction materials, such as
disclosed in Uj Patents 4,700,823; 4,844,218; and 4,778,548, are preferred. These
patents are incorporated herein by reference.
has
Pins 50 each/Made major diameter portions 50a having diameters slightly less
than the diameter of flange openings 42c, a reduced diameter or groove portion 50b
spaced between friction rings 46, 48 (herein midway), and conical blocker shoulders or
surfaces 50c, 50d extending radially outwardly from the pin axis and axially away from
each other at angles relative to a plane normal to the pin axis. The grooved portions,
when disposed within their respective flange openings, allow limited rotation of the rigid
friction ring and pin assembly relative to the flange to effect engagement of the pin
blocker shoulders with chamfered blocker shoulders defined about the flange openings
42c The pins are secured to friction rings 46, 48 in any of several known manners The pre-energizer assemblies 52 are of the split pin-type shown and described more completely in previously mentioned U.S. Patent 5.33SL336. Each pre-energizer assembly extends axially between the friction rings 46, 48 and through opening 42d which are alternately spaced between opening 42c. Each pre-energizer assembly, shown only in Figure 3, two identical shells 54, at least two identical leaf springs 56 sandwichecl between and biasing the shells apart, two retainers 58 which,tetescope over ends_56a of the springs, and oblong cup-like members_60_disposed in the recesses 46b, 48b in each friction ring 46, 48 The cup-like members 60 and the


-5-
recesses 46b, 48b are elongated in the circumferential direction of the friction rings and are of sufficient diameter in the radial direction of the friction rings to allow sliding movement of opposite ends 54a of the shells 54. Each pair of shells 54 has a major diameter less than the diameter of its associated opening 42d when squeezed together, ^eemi^annuter jgroovesj 54b with chamfered end surfaces 54c, and the ends 54a. As is known, ends 54a react against friction rings 46, 48 and chamfers 54c react against chamfers about opening 42d in flange 42 in response to initial engaging movement of flange 42. The cup-like membersJ>0 rigidly interface between friction rings_4p, 48 and the ends 54a to provide a wear resistant material therebetween. For example the cup-like members may be made of steel and the friction rings may be made of aluminum or some other relatively soft material.
As previously mentioned, jaw members 34, 36 have internal spline teeth 38, 40 slidably mating with external spline teeth 12d affixed to the shaft. The external splines have flank surfaces extending parallel to the shaft axis, and the mating thereof with flank surfaces of the jaw member splines prevents relative rotation therebetween.
Flange 42^^h^jgcjuj,o^gT;inuie^stiffener rings 42e, 42f extending axially from -opposite sides thereof and -energizlng teeth 62 projecting radially inward.into the recesses 18 in the outer circumference of shaft annular member 12d. Each tooth 62 self-energizing surfaces 62a, 62b, 62c, 62d which cooperate or react against the self-energizing ramp surfaces 20a, 20b, 20c, 20d, respectively. Each stiffener ring has a radially inwardly facing surface 42h receiving a annular radially outwardly facing surface 34c,36c of the jaw members 34, 36. The stiffener rings reduce axial distortion of flange 42 during manufacture and while in use. The ramp surfaces allow limited rotation of theflange relative to jaw members 34, 36 and shaft 12, and react synchronizing torque between the cone clutches and shaft to provide an additive axial self-energizing force for increasing the engaging force of the cone clutch injtially

engaged by a shift forceapplied to flange 42, thereby increasing the synchronizing torque provided by the cone clutch. The ramp surfaces may be provided for increasing synchronizing force for one or both gears and/or for increasing synchronizing jorcejn response to torque in either direction, as is encountered for up and down shifts.
.
The retainers 44 each has an axially extending portion 44a disposed about radially outward portions 34b, 36b of jaw members 34, 36 and axially spaced apart and



-6-

radially inwardly extending portions 44b embracing axially oppositely facingjsortigns of jaw members 34, 36 The retainers loosely extend through opening in flange 42 for allowing limited relative rotation therebetween. Each axialty extending portion has axially spaced apart and radially outwardly facing portion 44c received in friction ring recesses _46c, 48c and in relativejy close sliding relation with radially inwardly facing portions of the recesses.. Portions 44c are long enough to remain in sliding the inwardly facing portions of the recesses. Gears 14, 16comprising axially extending recesses 14a, 16a for receiving_end_portiohs of theretainers when the jaw members are engaged. See Figure 2. The radially extending sides of recesses 46c, 8c maintain circumferential spacing of the retainers. Ramp surfaces 20a,20b affixed to shaft 12 respectively react against ramp surfaces 62a, 62b on flange teeth 62 to provide additive axial forces to increase or assist the synchronization rate and/or shift quality of gear 16in response to torque in either direction. Ramp surfaces 20c 20d respectively react against ramp surfaces 62c. 62d to provide the additive axialjforces for gear 14 inresponse to synchronizing torque in ejther direction. The_angles of the ramp surfaces may bevaried to provide different amounts of additive, axial force for up and down shifts and for high and low speed ratios. Also, if no additive axial force is preferred in one direction for one gear or more, the ramp surfaces may be parallel to the shaft axis, i.e., no effective ramp surfaces are provided^ The magnitude_pr_amount of thr axoal additive forces, as explained furthe hereinafter, is also a function of the mean radii ratio of fnction clutche and self energizing ramps, Accordingly, the magnitude of the additive forces for a givenshift force applied to shift flange 42 by a shift fork may be varied by varying the ramp angles and/or the mean radii_ratio
When the flange 42 is in the neutral position of Figure 1, reduced diameter portions 50b of pins 50 are radially aligned with their associated flange openings 42c, friction surfaces of the cone clutches are slightly spaced apart and are maintained in this

spaced relation by chamfered or angled pre-energizer surfaces 54c of the pre-energizers 52 acting on pre-energizer chamfered surfaces about flange openings 42d by the force of springs 56. The axial force provided by the pre-energizer surface is preferably. sufficient to counter act gny additive axial force on_flange 42 by the self-energizing ramps due to viscous shear of oil between the cone clutch surfaces. When it is desired to couple either gear to the shaft, an appropriate and unshown shift mechanism, such


-7-
as disclosed in U.S__Patent 4,920,815 and incorporated herein by reference, is connected to the outer periphery of flange 42 in known manner for moving the flange axially along the axis of shaft 12 either left to couple gear 14 or right to couple gear 16 The shift mechanism may be manually moved by an operator through a linkage system, may be selectively moved by an actuator, or may be moved by means which automatically initiate shift mechanism movement and which also controls the magnitude of the force applied by the shift mechanism. When the shift mechanism is manually moved, the force is proportional to the force applied by the operator to a shift lever Whether manually or automatically applied, the force is applied to flange 42 in an axial direction and is represented by the length of arrow Fo in Figure 8.
Initial nghtward axial movement of flange 42 by the operator shift force Fo is transmitted to pins 50 by pre-energizer surfaces 54c to effect initial frictional engagement of cone surface 48a with cone surface 28a. The initial engagement force of the cone surface is of course a function of the force of springs 56 and^jhe. angles Jof the p re-en erg izer surfaces. The initial frictional engagement (provided an asynchronous condition exists and momentarily ignoring the effect of the self-energizing ramps) produces an initial cone clutch engaging force and synchronizing torque To which ensures limited relative rotation between flange 42 and th_e_engaged friction ring and hence, movement of the reduced diameter pin portions_50b_to the approprjate ideg.of the flange openings 42c to provide engagement of pin blocker shoulders 50d with the blocker shoulders disposed about openings 42c. When the blocker shoulders are engaged, the full operator shift force Fo on flange 42 is transmitted to friction ring 48 via the blocker shoulders, whereby the cone clutch is engaged by the full force of the operator shift force Fo to provide a resultant operator synchronizing torque To. This operator synchronizing torque To is represented by arrow To in Figure 8. Since the blocker shoulders are disposed at angles relative to the axial direction oJLoperator shift forceF0, they produce a counter force or unblocking torque which is counter to the synchronizing torque from the cone clutch but of lesser_magnitude during asynchronous conditions As substantial synchronism is reached, the synchronizing tojgue drops below the unblocking torgue, whereby the blocker shoulders move the__ginsjnto concentric relation with_openings 42c to allow continued axiaLmovement of the_fjange and engagement of the internal spline/ jaw teeth.40 of jaw member 36 with gxternal

-8-
spline/ jaw teeth of jaw member 32, as shown in Figure 2. The spline/jaw teeth may be configured as shown in U.S. Patents 3,265,173 and 4,246.993 which are incorporated herein by reference.
Still ignoring the effects of the self-energizing ramps, cone clutch torque provided by the force Fo is expressed by equation (1).
To- Fo Rc µc/sina
where'
Rc = the mean radius of the cone friction surface,
µc = the coefficient of friction of the cone friction surface, and
a = the angle of the cone friction surfaces.
Looking now at the affects of the self-energizing ramps and referring particularly to Figures 6 and 7, the synchronizing torque To, due to the operator applied axial shift force FO, is of course transmitted to flange 42 by pins 50 and is reacted to shaft 12 across the self-energizing ramp surfaces. The self-energizing ramp surfaces, when engaged, limit rotation of the flange relative to shaft 12 and jaw members 34, 36, and produce an axial force component or axial additive force Fa acting on the flange,in the same direction as shift force Fo, which forces sum to provide a total force Ft, thereby increasing the engaging force of the cone clutch to provide an additive synchronizing torque Ta which adds to the torque To to provide a total torque Tt, . Figure 6 illustrates the position of the self-energizing ramp surfaces while shift flange 42 is in the neutral position corresponding to the position of Figure 1. Figure 7 illustrates a position of the ramps and splines while gear 16 is being synchronized by engaged cone surfaces 28a, 48a. The engaged cone surfaces are producing_a_synchronizing torque inajjirection which has effected engagement of flange_ramp_ surfaces 62a with shaft ramp surfaces 20a. Hence, the sum of the axja| forms for engaging the cone clutcriare Fo plus Fa and the surnof the synchronizingjorques being produced by the cone_clutch are To plus Ta, as graphically shown in Figure 8. For a given operator shift force Fo and an operator synchronizing torque T0P the magnitude of the axial additive force is preferably a function of the angle of the engaged self-energizing ramp surfaces. This angle is preferably great enough to produce an additive force_Fa of magnitude sufficient to significantly increase synchronizing torque and decrease synchronizing time in

-9-
response to a given moderate shift effort by the operator. However, this angle is also preferably low enough to produce a controlled axial additive force Fa, i.e., the force Fa should increase or decrease in response to the force Fo increasing or decreasing If the ramp angle is too great, the ramps are self-locking rather than self-energizing; hence, once initial engagement of the cone clutch is effected the force Fa will rapidly and uncontrollably increase independent of the force Fo, thereby driving the cone clutch toward uncontrolled-lockup. Self-locking rather than self-energizing decreases shift quality or shift feel, may over stress synchronizer components, may cause over heating and rapid wear of the cone clutch.surfaces and may even override operator movement of the shift lever.
The main variables and equations for calculating self-energizing ramp angles may be seen by reference to previouslylmentioned U.S. Patent 5,092.439
A preferred embodiment of a pin-type synchronizer has been disclosed The following claims are intended to cover inventive portions of the disclosed sychronizer and variations and modifications believed to be within the spirit of the invention.


10.
WE CLAIM
1. An improved pin-type synchronizer (22) clutch device selectively operative to frictionaliy synchronize and positively connect either of first and second drives (14,16) mounted for relative rotation about an axis (12a) of a shaft (12); the synchronizer clutch device comprising:
first and second jaw members (30, 32) affixed respectively to the first and second drives (14, 16) and respectively engagable with, axially movable third and fourth jaw members (34,35) positioned-between the drives, the third and fourth jaw members having internal splines (38,40) slidably mating for non-relative rotation with external splines (12g) affixed to the shaft (12); first and second cone friction rings (26,28) respectively secured for rotation with the first and second drives and third and fourth cone friction rings (46, 48) concentric to the shaft and axially movable between the drives for frictional engagement respectively with the first and second friction rings to provide a synchronizing torque for synchronizing the drives with the shaft;
a radially extending flange (42) having axially oppositely facing sides (42a, 42b) positioned between the third and fourth jaw members (34,36) and between the third and fourth friction rings (46, 48) for axially moving the jaw members and rings into said engagement in response to an axial bidirectional shift force (Fo) applied to the flange;
blocker means (50c, 50d) operative when engaged for preventing engagement of the jaw members (30,38 and 32,40) prior to the synchronizing, the blocker means comprising a plurality of circumferentially spaced apart pins (50) rigidly extending axially between the third and fourth friction rings (46,48) and into a first

11.
set of openings (42c) in the flange, each of the pins having a blocker shoulder (50c,50d) engagable with a blocker shoulder defined about the associated opening (42c); characterised in that a first means (44) securing the flange against axial movement relative to the third and fourth jaw members is being provided which comprises a plurality of circumferentially spaced apart retainers (44), each retainer having an axially extending portion (44a) disposed on a radially outward portion (34b,36b) of the third and fourth jaw members and an axially spaced apart and radially inwardly extending portions (44b) embracing axially oppositely facing portions of the third and forth jaw members (34, 36), and in that each axially extending portion having an axially spaced apart and radially outwardly facing portions (44c) disposed in relatively close sliding relation with a radially inward portions (46c,48c) of the third and fourth friction rings (46, 48) for limiting radially outward movement of the retainers.
2. The device as claimed in claim 1, wherein the axial spacing between the
retainer radially outwardly facing portions (44c) is sufficient to remain in
sliding relation with the radially inward portions (46c, 48c) of the third and
fourth friction rings (46,48) when either the first and third (30, 38) or
second and forth (32,40) jaw members are engaged.
3. The device as claimed in claim lor 2, wherein the third and fourth friction
rings (46,48) each comprise radially inwardly opening and
circumferentially spaced apart recesses (46c, 48c) extending axially
therethrough and slidably receiving the retainers (44) for maintaining a
circumferential spacing of the retainers.
4. The device as claimed in claim 3, wherein the third and fourth friction
rings (46,48) comprise at least twice as many of the radially inwardly
opening recesses (46c,48c) as retainers (44) for allowing
interchangeability of the rings (46,48) with each other.

12.
5. The device as claimed in claim 1-4, wherein the first and second drives (14,16) comprises axially extending recesses (14a,16a) for receiving end portions of the retainers (44) when the jaw members (30,32) are engaged.
Dated this 16th day of September, 1997
This invention relates to a pin-type, double-acting synchronizer mechanism (1Ø) with friction rings (26, 46 and 28,48), jaw members (3Ø, 38 and 32, 4Ø) axially secured together by retainers (44), throe circumferentially spaced pins (5Ø) - inc1uding blocker shoulders for prevent ing asynchronous engagement of the jaw clutches, and pre-energizer assemblies (52) to ensure initial engagement of the friction rings and blocker shoulders in response to initial engaging movement of a shift flange (42), and self-energizing ramps (2Øa-2Ød and 62a-62d ) The synchronizer includes improved jaw members and self energizing ramps, an improved shift flange, improved pre-energizers and improved jaw member retainers.


Documents:

01699-cal-1997 abstract.pdf

01699-cal-1997 claims.pdf

01699-cal-1997 correspondence.pdf

01699-cal-1997 description(complete).pdf

01699-cal-1997 drawings.pdf

01699-cal-1997 form-1.pdf

01699-cal-1997 form-2.pdf

01699-cal-1997 form-3.pdf

01699-cal-1997 form-5.pdf

01699-cal-1997 gpa.pdf

01699-cal-1997 priority document.pdf

1699-CAL-1997-FORM-27-1.pdf

1699-CAL-1997-FORM-27.pdf

1699-cal-1997-granted-abstract.pdf

1699-cal-1997-granted-acceptance publication.pdf

1699-cal-1997-granted-claims.pdf

1699-cal-1997-granted-correspondence.pdf

1699-cal-1997-granted-description (complete).pdf

1699-cal-1997-granted-drawings.pdf

1699-cal-1997-granted-examination report.pdf

1699-cal-1997-granted-form 1.pdf

1699-cal-1997-granted-form 2.pdf

1699-cal-1997-granted-form 3.pdf

1699-cal-1997-granted-form 5.pdf

1699-cal-1997-granted-gpa.pdf

1699-cal-1997-granted-letter patent.pdf

1699-cal-1997-granted-reply to examination report.pdf

1699-cal-1997-granted-specification.pdf

1699-cal-1997-granted-translated copy of priority document.pdf


Patent Number 192956
Indian Patent Application Number 1699/CAL/1997
PG Journal Number 30/2009
Publication Date 24-Jul-2009
Grant Date 04-Feb-2005
Date of Filing 16-Sep-1997
Name of Patentee EATON CORPORATION
Applicant Address EATON CENTER, 1111 SUPERIOR AVENUE, CLEVELAND, OHIO 44114-2584
Inventors:
# Inventor's Name Inventor's Address
1 JAMES DUKE. GLUYS 2388 QUINCY AVENUE, PORTAGE, MICHIGAN 49002-4808
2 TIMOTHY SCOTT. SMITH 2620 PARCHMOUNT AVENUE, KALAMAZOO, MICHIGAN 49004
PCT International Classification Number F16D 23/06
PCT International Application Number N/A
PCT International Filing date
PCT Conventions:
# PCT Application Number Date of Convention Priority Country
1 08/714,731 1996-09-16 U.S.A.