Title of Invention

SYSTEM AND METHOD FOR BALANCING A DRIVELINE SYSTEM

Abstract A method for balancing a drive line having a first shaft and a second shaft interconnected by a rotating joint, said method comprising the steps of: balancing said first shaft to a first residual imbalance having a first imbalance vector; adding a first weight to shift said first imbalance vector so as to be disposed in at least one predetermined adjustment plane; balancing said second shaft to a second residual imbalance having second imbalance vector; adding a second ,weight to shift said second imbalance vector so as to be disposed in said at least one predetermined adjustment plane; assembling said drive line by connecting said first shaft to said second shaft through said rotating joint so that said first imbalance vector of said first shaft substantially offsets said second imbalance vector of said second shaft; wherein said at least one predetermined adjustment plane is defined by connection points for an end yoke connection of one of said shafts.
Full Text

SYSTEM AND METHOD FOR BALANCING A DRIVELINE SYSTEM
Field of the Invention
The invention provides a system and method for improving the vibrational characteristics of a vehicle drive train system or similar rotating shaft components connected through a universal joint.
Description of Related Art
Most vehicles provide a drive train system for transmitting power from a source of rotational power, such as an internal combustion or diesel engine, to a plurality of rotatably driven wheels. A typical drive train system includes a clutch, a transmission, a drive shaft, and an axle connected between the engine and the driven wheels. The clutch is connected to the engine for selectively providing a driving connection therethrough to the transmission. The transmission provides a plurality of speed change gear ratios between the clutch and the drive shaft. The drive shaft is elongated so as to transmit the rotational power from the transmission to the vicinity of the driven wheels. The axle includes an elongated input shaft which is connected to the drive shaft, a differential which is rotatably driven by the input shaft, and a pair of output axle shafts which connect the differential to the driven wheels. All of the connections between the components of the drive train are typically accomplished by universal joints or similar couplings which permit the two components to be oriented at varying angles relative to one another during use,
A typical drive shaft may be formed from an elongated cylindrical tube having a pair of universal joints secured to the ends thereof Alternatively, a drive shaft may be formed from two

(or more) elongated cylindrical tubes which are connected together by universal joints, and which fiirther including a pair of universal joints secured to the ends thereof. As used herein, the term "drive shaft" includes the overall assembly of both the tube (or tubes) and the universal joints secured thereto. Because of manufacturing inaccuracies, both the tubes and the universal joints are typically unbalanced for rotation. Thus, when the tubes and the universal joints are assembled, the drive shaft is generally also unbalanced for rotation. Similarly, the input shafts of the axles are also typically unbalanced for rotation during use.
It is well known that undesirable noises and vibrations are generated during use if the drive shaft and the axle input shaft are not precisely balanced for rotation. Thus, it is known to balance the drive shaft and the axle input shaft individually before installation into the vehicle drive train system. Many fixtures are known in the art for individually balancing these components. However, it has been found that when an individually balanced drive shaft and an individually balanced axle input shaft are connected together in the vehicle drive train system, the combined unit may be unbalanced for rotation. This occurs even though the drive shaft and the axle input shaft may have been carefially balanced individually before installation. The unbalance of the combined unit results from the summation of the smaller individual unbalances of the drive shaft and the axle input shaft when connected together.
There are two conventional types of attachments for a cardan universal joint to an axle; an end yoke or flange yoke with companion flanges. Both types of connections can be independently balanced at the drive shaft and at the pinion connection.
i However, there is as much as 90 degrees of error on an end yoke style of connection and as much as 22.5 degrees of error on a flange yoke with companion flange style of connection. The desree of error occurs when the car or truck manufacturer offsets the unbalance at the

assembly of the drive shaft to the axle. This error causes unbalance in the vehicle drive train system that is felt as a vibration to the driver.
Balance machines measure the amount of force created by the component or assembly being balanced. The balance machine then calculates the amount of weight needed to correct for this balance by knowing the speed of rotation of the balancer, correction radius and the angle of correction. These are all inputs into the system at setup of the equipment.
Once the component or assembly is balanced to a given requirement, it is typical of a customer to require a mark be placed on the drive shaft and/or pinion to indicate the leftover residual unbalance. The drive shaft and axle assemblies are shipped separately to the Original Equipment (OE) assembler for assembly into the vehicle structure. At assembly of the drive shaft to the axle pinion, the operator is instructed to clock the residual unbalance marks as best as possible to align the marks to each other, thus, negating the impact of the unbalance. End yokes have only two possible adjustments, 0 and 180 degrees, thus there could be as much as 90 degrees of error when trying to clock the residual unbalance. Flange yokes and companion flange connections have eight possible adjustments, every 45 degrees, thus there could be as much as 22.5 degrees of error when trying to clock the residual unbalance.
The need exists for a system and method to compensate for residual unbalance taking into account the potential degree of error caused by the structure of the conventional cardan universal joints; i.e., an end yoke or flange yoke with companion flange.
SUMMARY OF THE INVENTION The invention would reduce this error in different styles of cardan universal joint shaft connections to an axle pinion.

This invention adjusts the residual unbalance so that it would be in onfe of the possible adjustment planes; i.e., 0 degrees or 180 degrees for the end yoke, and in one of the eight possible adjustments planes for the flange yoke and companion flange connection. Of course, the adjustment plane will be defined by the connection points for the universal joint.
The adjustment of this invention would be accomplished by initially measuring the balance of the drive shaft or axle assembly and then through an algorithm within the balancers electronics mathematically adjust the residual unbalance to a set value at a given orientation by an addition of balance weight at the calculated vector.
For an end yoke, the balancer would indicate to the operator the angle of correction through vector analysis and indicate the amount of weight to be added to shift the residual unbalance from, for example, 90 degrees to 0 or 180 degrees (i.e., inline with the open set of cardan joint trunnions). This corrected residual unbalance would be marked visually for the vehicle assembly operator's use. Similarly the axle would be balanced on the end yoke attached to the pinion to a residual unbalance. Again, through vector analysis the balancer would indicate to the operator the angle of correction and the amount of weight to be added to shift the residual unbalance from between the yoke ears to inline with the yoke ears (i.e., in line with the cross holes or half rounds). This corrected residual unbalance would be marked visually for the vehicle assembly operator's use. When the drive shaft is ready for assembly to the axle on the vehicle assembly line, the assembly operator aligns the marks, thus canceling out the residual unbalance and in effect creating a more refined drive system with reduced vibration.
For a flange yoke connection, the procesfe would be substantially the same, but the relative angles for the residual imbalances would be different due to the different possible adjustment positions.

It is noted that software can be utilized to measure the unbalance and angle of either the drive shaft or axle pinion and compensate vectorially to a given angle plane and residual unbalance amount.
These and other benefits of this invention will become apparent with reference to the following drawings and associated description of the preferred embodiments.
BRIEF DESCRPTION OF THE DRAWINGS
FIG. 1 is a side elevational view schematically illustrating a vehicle including a conventional drive train system.
FIG. 2 is a side elevational view schematically illustrating a prior art apparatus for balancing portions of the vehicle drive train system shown in FIG. 1.
FIG. 3 is a side view of an adaptive driveshaft assembly.
FIG. 4 is a perspective view of a three-joint drive shaft assembly.
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENT Referring now to the drawings, there is schematically illustrated in FIG. 1 a vehicle, indicated generally at 10, including a conventional drive train system. The drive train system includes an engine 11, a clutch 12, and a transmission 13. As is well known, the engine 11 includes an output shaft (not shown) which is selectively connected through the clutch 12 to an input shaft (not shown) of the transmission 13. The transmission 13 provides a plurality of speed change gear ratios between the rotational speeds of the input shaft thereto and an output shaft (not shown).

The output shaft of the transmission 13 is connected by a first universal joint 14 to the forward end of a first drive shaft section 15. The rearward end of the first drive shaft section 15 is connected by a second universal joint 16 to the forward end of a second drive shaft section 17. A conventional center bearing assembly 18 is secured to the frame of the vehicle 10 for rotatably supporting the rearward end of the first drive shaft section 15 and, therefore, the forward end of the second drive shaft section 17.
The second drive shaft section 17 is connected by a third universal joint 20 to the forward end of a rotatable input shaft of an axle, indicated generally at 22. The axle 22 is conventional in the art and includes a differential (not shown) which is rotatably driven by the input shaft. The differential is connected to a pair of output axle shafts (not shown) which, in turn, are connected to respective driven wheels 23 (only one which is illustrated). As is well known, rotational power transmitted from the vehicle engine 11 by the drive shaft sections 15 and 17 to the differential is divided between the axle shafts to rotate the wheels 23 respectively connected thereto. As used herein, the term "drive shaft" refers to the combined assembly of the first universal joint 14, the first drive shaft section 15, the second universal joint 16, the second drive shaft section 17, and the third universal joint 20.
Referring now to FIG. 2, there is schematically illustrated a prior art apparatus, indicated generally at 30, for balancing the drive shaft. Such balancing is performed prior to installation of the assembly on the vehicle 10. The prior art balancing apparatus 30 includes a base 31 having a pair of elongated tracks 32 secured thereto. A first drive head 33 is mounted on the tracks 32 for sliding movement. Conventional means, such as threaded fasteners 33 a, are provided for releasably securing the first drive head 33 in a desired position along the tracks 32 for use.

The first drive head 33 is conventional in the art and includes a variable speed electric motor (not shown). The output shaft of the electric motor is connected to a yoke 34. As shown in FIG. 2, the yoke 34 is adapted to be connected to bearings (not shown) carried on a cross supported on a corresponding yoke portion of the first universal joint 14 mounted on the forward end of the first drive shaft section 15. Thus, it can be seen that the forward end of the first drive shaft section 15 is supported to be rotatably driven by the electric motor in the first drive head 33 when it is energized. The first drive head 33 fiirther includes a vibration sensor 35 mounted thereon. The sensor 35 is conventional in the art and is adapted to generate an electrical signal which is representative of the magnitude of the vibrations induced in the first drive shaft section 15 when rotated.
The prior art balancing apparatus 30 further includes a conventional second drive head 36 including a variable speed electric motor (not shown). The second drive head 36 is also mounted upon the tracks 32 for sliding movement. As with the first drive head 33, conventional means, such as threaded fasteners 36a, are provided for releasably securing the second drive head 36 in a desired position along the tracks 32 for use. Thus, the first drive head 33 and the second drive head 36 can be spaced apart fi-om one another by any desired distance. As will become apparent below, this structure is provided to accommodate varying lengths of the first and second drive shaft sections 15 and 17.
The second drive head 36 supports a yoke 37 for rotational movement. As shown in FIG. 2, the yoke 37 is adapted to be connected to bearings (not shown) carried on a cross supported on a corresponding yoke portilon of the third universal joint 20 mounted on the rearward end of the second drive shaft section 17. Thus, it can be seen that the rearward end of the second drive shaft section 17 is supported to be rotatably driven when the electric motor in the second drive head 36

is energized. The second drive head 36 further includes a vibration sensor 38 mounted thereon. The sensor 38 is conventional in the art and is adapted to generate an electrical signal which is representative of the magnitude of the vibrations induced in the second drive shaft section 17 when rotated.
hi accordance with this invention, the residual imbalance is adjusted to be located in one of possible adjustment planes; e.g., 0 degrees or 180 degrees for the end yoke, and in one of the eight possible adjustments planes for the flange yoke and companion flange connection.
FIG. 3 illustrates one type of adaptive driveshaft assembly including a tube 50 having a tube yoke 52 at each end thereof with the tube yoke 52 forms a part of a cardan universal joint including a conventional bearing assembly and cross member. A slip yoke assembly 54 is interconnected at one end of the tube 50 through the universal joint.
FIG. 4 also shows a three-joint drive shaft assembly including an axle 60 and driveshaft 62 interconnected through a cardan universal joint 64.
The adjustment of this invention would be accomplished by initially measuring the balance of the drive shaft or axle assembly and then through an algorithm within the balancer's electronics, the invention mathematically adjusts the residual unbalance to a set value at a given orientation by an addition of a balance weight at the predetermined or calculated vector.
Through vector analysis, the balancer would indicate to the operator the angle of correction and the amount of weight to be added to shift the residual unbalance from its natural position to 0 or 180 degrees (i.e., inline with the open set of cardan joint trunnions).
Next, the corrected residual imbalance is marked visually for the vehicle assembly operator's use.
Similarly the axle would be balanced on the end yoke attached to the pinion to a residual

unbalance. Again, through vector analysis the balancer indicates to the operator the angle of correction and the amount of weight to be added to shift the residual unbalance from between the yoke ears to inline with the yoke ears (i.e., in line with the cross holes or half rounds). This corrected residual unbalance is marked visually for the vehicle assembly operator's use. When the drive shaft is ready for assembly to the axle on the vehicle assembly line, the assembly operator aligns the marks, thus canceling out the residual unbalance and in effect creating a more refined drive system with reduced vibration.
For example, a drive shaft with end yoke style of pinion connection is balanced to a residual unbalance of about 0.50 ounce-inch. The residual unbalance was found to be at the 90-degree location on the drive shaft. Through vector analysis, the balancer indicates to the operator the angle of correction and the amount of weight to be added to shift the residual unbalance from 90 degrees to 0 or 180 degrees; i.e., inline with the open set of cardan joint trunnions. This corrected residual unbalance is marked visually for the vehicle assembly operator's use. Similarly, the axle would be balanced on the end yoke attached to the pinion to a residual unbalance of about 0.50 ounce inch. Also, if the residual unbalance falls 90 degrees between the yoke ears, then through vector analysis the balancer would indicate to the operator the angle of correction and the amount of weight to be added to shift the residual unbalance from between the yoke ears to inline with the yoke ears; i.e., in line with the cross holes or half rounds. This corrected residual unbalance is marked visually for the vehicle assembly operator's use.
It is noted that the procedure is usually to mark the axle lat the point of maximum imbalance and the drive shaft at the point of minimum imbalance. Now, both components are readv for assembly. When the drive shaft is readv for assembly to the axle on the vehicle

assembly line, the assembly operator aligns the marks, thus canceUng out the 0.50 ounce inch residual unbalance and in effect creating a more refined drive system with reduced vibration.
The process of the present inventions substantially simplifies the process of balancing and assembling the vehicular driveline and improves vibration characteristics of the vehicle.
It is noted that software can be utilized to measure the unbalance and angle of either the drive shaft or axle pinion and compensate vectorially to a given angle plane and residual unbalance amount.
While the foregoing invention has been shown and described with reference to a preferred embodiment, it will be understood by those of skill in the art that various changes in form and detail may be made therein without departing from the spirit and scope of the present invention.





Claims:
1. A method for balancing a driveline including a first shaft and a second shaft interconnected by a rotating joint, said method including the steps of:
balancing said first shaft to a first predetermined residual imbalance having a first imbalance vector located in one of a first series of adjustment planes;
balancing said second shaft to a second predetermined residual imbalance having second imbalance vector located in one of a second series of adjustment planes;
assembling said driveline by connecting said first shaft to said second shaft through said rotating joint so that said first imbalance vector of said first shaft substantially cancels out said second imbalance vector of said second shaft.
2. The method according to claim 1, wherein said steps of balancing comprises adding weigh to shift a detected residual imbalance to at least one of said first and second predetermined residual imbalances.
3. The method according to claim 1, wherein said first imbalance vector is located in a plane disposed at one of two possible adjustment planes substantially offset by 180° for an end yoke connection.
4. The method according to claim 1, wherein said first imbalance vector is located in a plane disposed at one of eight possible adjustments planes for a flange yoke and companion flange connection.

5. The method according to claim 1, wherein said steps of balancing comprise purposefully creating said first and second predetermined residual imbalances.
6. The method according to claim 1, wherein said locational relative phase between said first imbalance vector and said second imbalance vector of said second shaft is about 180 degrees.
7. The method according to claim 1, further comprising adding a mark indicative of a location of said first and second predetermined residual imbalances.
8. The method according to claim 7, further comprising adding a first mark to the first shaft at the point of maximum imbalance and adding a second mark to the second shaft at the point of minimum imbalance.
9. The method according to claim 8, wherein said first shaft is an axle and said second shaft is a drive shaft.

10. A method for balancing a driveline including a first shaft and a second shaft interconnected by a rotating joint, substantially as herein described with reference to the accompanying drawings.
Dated this 14 day of May 2004


Documents:

459-che-2004-abstract.pdf

459-che-2004-claims duplicate.pdf

459-che-2004-claims original.pdf

459-che-2004-correspondnece-others.pdf

459-che-2004-correspondnece-po.pdf

459-che-2004-description(complete) duplicate.pdf

459-che-2004-description(complete) original.pdf

459-che-2004-drawings.pdf

459-che-2004-form 1.pdf

459-che-2004-form 26.pdf

459-che-2004-form 3.pdf

459-che-2004-form 5.pdf

459-che-2004-other documents.pdf


Patent Number 202042
Indian Patent Application Number 459/CHE/2004
PG Journal Number 05/2007
Publication Date 02-Feb-2007
Grant Date 12-Sep-2006
Date of Filing 14-May-2004
Name of Patentee M/S.DANA CORPORATION
Applicant Address 4500 Dorr street,Toledo,Ohio 43615
Inventors:
# Inventor's Name Inventor's Address
1 NIEMAN, Andrew, L c/o Dana Corporation,4500 Dorr street,Toledo,Ohio 43615
2 SHANNON, Kerry c/o Dana Corporation,4500 Dorr street,Toledo,Ohio 43615
PCT International Classification Number G01M 001/24
PCT International Application Number N/A
PCT International Filing date
PCT Conventions:
# PCT Application Number Date of Convention Priority Country
1 10/438,026 2003-05-15 U.S.A.