The present invention pertains to the field of electrically powered bicycles (or “e-bikes”) with an electric motor assisting the rider's pedal-power. More specifically, the present invention concerns a hybrid driveline for an e-bike.
Most e-bike drivelines of known design are simply adapted from conventional bicycle drivelines, in particular the gearing mechanisms which are usually derailleur or hub gear systems. These systems have the drawbacks of poor durability when exposed to the additional torque generated by the electrical assistance motor or poor efficiency. In addition, there are benefits to be gained from controlling the gear-ratio between the pedals and the rear wheel. Integrating the control over the assistance motor and the gear ratio allows the demands on the rider to be minimised, thereby reducing their exhaustion, and also reducing electrical consumption.
The power split hybrid concept is well known in automotive engineering, and has also been proposed for e-bikes within academic research. This proposal describes a practical mechanical implementation of the concept, which has the possibility of being packaged in between the pedals of a bicycle.
Up until today, e-bikes generally use standard bicycle components for their drivelines. Regardless of whether the assistance motors are mounted within the centre of the frame or inside a wheel hub, the drive and gearing mechanisms connecting the pedals to the rear wheel usually consist of a drive chain or belt, and a hub mounted gear-system or derailleur system for changing ratios. Usually, selection of gears is manual and at the discretion of the rider.
A few systems have been marketed which attempt to improve upon traditional driveline concepts—an example is the NuVinci Continuously Variable Planetary Transmission, which is a hub mounted system offering a continuously variable gear ratio which may be electronically shifted and may be interfaced with the controller for the electrical assist motor. See WO 2005/019686 A2.
The concept of hybridising a vehicle powertrain (by providing an electric machine or machines coupled to an electrical energy store) has been investigated in great detail within the automotive industry, where efficiency benefits have been realised by enabling a combustion engine to be sized to generate only the mean power required to drive a vehicle, whilst relying on stored energy to supplement this when peak power is required (for example when accelerating or climbing a hill). Notably, in the automotive industry, a hybrid drive system has very successfully employed an epicyclic gear system to couple a combustion engine with two electric machines to give a flexible and efficient hybrid driveline concept. Exemplary patent publications disclosing ‘power-split’ layout are JP H0946821 A, EP 0791495 A2 and US 2004/00550597 A1.
The objectives behind providing electrical assistance to a bicycle, in order for the rider to provide only the mean power required to move the vehicle, whilst the electrical machine assists during acceleration or climbing hills, are very similar to the requirements for a combustion engine hybrid vehicle. The potential of applying the ‘power-split’ vehicle driveline concept to a bicycle was identified academically in 2014 by Chen, Li and Pen, and presented at the ASME Dynamic Systems and Control Conference (DSCC2014). They presented simulation and research into the benefits of employing such a system on a bicycle, particularly in reducing fatigue for the rider.
WO 2020/260772 A1 discloses a power unit for pedal vehicle. The power unit comprises a pedal shaft, an output shaft arranged to transfer torque to a vehicle wheel, a main epicyclic gear set arranged to control transmission ratio between the pedal shaft and the output shaft, an assist motor connected to an assist gear of the main epicyclic gear set, and a control motor connected to a control gear of the main epicyclic gear set. The control motor and the control gear form a control assembly of the power unit. The power unit comprises a one-way clutch associated with the control assembly of the power unit and arranged to transmit rotation in only a first rotation direction.
DE 10 2017 003945 A1 discloses an electric auxiliary drive system for a bicycle, comprising an assist motor, a control motor, a pedal crankshaft for operation by a rider, and an epicyclic gearing mechanism arranged to determine the transmission ratio between the pedal crankshaft and an output shaft for transmitting rotation to a rear wheel of the bicycle. The assist motor and the control motor are designed as hollow-shaft drives with internal teeth engaging respective sets of planets of epicyclic gears. A first set of planet gears engaged by the assist motor have their planetary carrier in common with the planetary carrier of a second set of planet gears engaging the sun gear, which is secured for rotation with an output shaft, and a ring gear. This ring gear is rigidly connected to the planetary carrier of a third set of planet gears driven by the internal teeth of the control motor. The speed of the control motor determines the speed of the ring gear and thus the transmission ratio between the pedal crankshaft and the output shaft.
Against the foregoing background, the present invention provides an electric auxiliary drive system for a bicycle, having the features defined in claim 1. Preferred embodiments are defined in the dependent claims.
According to an aspect, the drive system comprises a pedal crankshaft for operation by a rider, an epicyclic gearing mechanism, an assist motor and a control motor. The epicyclic gearing mechanism is arranged to determine the transmission ratio between the pedal crankshaft and an output shaft for transmitting rotation to a rear wheel of the bicycle. In the epicyclic gearing mechanism, a sun gear is secured for rotation with the output shaft, a set of planet gears are arranged between the sun gear and a ring gear. A planet carrier is secured for rotation with the pedal crankshaft and supports the planet gears. The assist motor has a rotor drivingly connected to a gear secured to or integral with the sun gear, in order to drive the output shaft. The control motor is drivingly connected to the ring gear for controlling the transmission ratio between the output shaft and the pedal crankshaft.
In order that the present invention may be well understood there will now be described a few preferred embodiments thereof, given by way of example, reference being made to the accompanying drawings, in which:
Referring initially to
The housing 1 provides mountings and reaction points the rolling bearings 19 rotatably supporting a pedal crankshaft 7 and may also contain an electronic controller 16 for the drive system.
Electric motor M1 is termed “control” motor, because it drives a gear of the epicyclic gearing mechanism that controls the transmission ratio between the output shaft and the pedal crankshaft.
Electric motor M2, termed “assist” motor herein, generates power that is transmitted to the output shaft 25.
In this context, the epicyclic gearing mechanism is also referred to as an epicyclic “power-split” gearing mechanism, because it is arranged to transfer power from the pedals to the rear wheel of the bicycle through two routes, as explained herein after: a mechanical route and an electrical route. Specifically, the epicyclic gearing mechanism transmits power from the assist motor M2 to the output shaft. Furthermore, the epicyclic gearing mechanism adjusts the rotational speed of the pedal crankshaft 7 as a result of the operation of control motor M1.
Designated at 2 is a rotor of the control motor M1, with stationary windings 3. Preferably, the control motor M1 is an AC, brushless, synchronous motor arrangement, also known as a PMSM—Permanent Magnet Synchronous Motor. The control motor may have a maximum steady state power of about 150 W, and a peak power of about 300 W. By way of indication, the maximum speed of this motor may be approximately 1600 rpm.
The assist motor M2, which comprises a rotor 4 and stationary windings 5, may also be a PMSM motor.
Preferably, the assist motor M2 has a maximum steady state power of about 250 W, and a peak power of about 500 W. The maximum speed of this motor may approximately be 3000 rpm.
The epicyclic gearing mechanism 30 comprises a planet carrier 6 for planetary gears 9. The carrier 6 is secured for rotation with the pedal shaft 7.
A torque sensor 23 may be incorporated within the pedal shaft 7 or the planetary gear carrier 6 to detect the pedalling torque applied to the system by the rider.
The pedal shaft 7 passes through the entire assembly from side to side and connects together left and right pedal crank assemblies 8a, 8b, each of which comprises a crank arm and a pedal which is mounted to the arm by a rotating joint, in a conventional manner.
The planetary gears 9 of the power split gearing mechanism 30 are mounted on the carrier 6 using bearings which allow free rotation of the gears 9 relative to the carrier 6.
The power split epicyclic gearing mechanism 30 comprises a sun gear 10 which is driven for rotation by the assist motor M2 and is secured for rotation with the chain-ring 11 located on the right side of the system.
The sun gear 10 is secured to or integral with the chain-ring 11 through the output shaft 25, which may be in form of an axially extending central tubular portion that surrounds coaxially a length of the pedal crankshaft 7.
Further, the sun gear 10 is secured to or integral with a gear 15 in order to be drivingly connected, either directly or through a set of reduction gears 14, with the rotor 4 of the assist motor M2.
In accordance with the embodiment illustrated in
The sun gear 10, the output shaft 25 and the gear 15 that received the driving torque of assist motor M2 may are secured together for rotation as a unit. Embodiments may provide that the sun gear, the output shaft 25 and the gear 15 may be in formed in a single piece or composed of separate parts fixedly secured together.
According to a preferred embodiment (as shown for example in
In the exemplary embodiment illustrated in
The chain-ring 11 has a peripheral shape which allows it to drive a sprocket 18 mounted to the rear wheel hub 41 of the bicycle via either a flexible transmission means 17, such as a roller chain or a toothed polymer belt ring, and the sprocket 18. The rear wheel is designated at 40. The sprocket 18 may be a fixed sprocket without any free-wheel or gearing devices.
Preferably, the chain-ring/rear sprocket transmission ratio is numerically less than 1.
The rotor 2 of the control motor M1 transfers drive to a ring gear 13 which meshes with the planetary gears 9 (which are mounted on the carrier 6 that is secured for rotation with the pedal crankshaft). Furthermore, the rotor 4 of the assist motor M2 transfers drive to the sun gear 10 through the planetary gears 9.
According to a preferred embodiment, as shown in
Preferably, the reduction gears 14 of the assist motor M2 are mounted for free rotation about respective stationary axial supporting pins integral with the housing.
According to the exemplary and particularly compact design of the embodiment illustrated in
Embodiments may provide, as illustrated in the example of
A number of rolling bearing elements, such as those designated at 19, are included within the mechanism to support and allow rotation between the motor rotors, the epicyclic gear elements and the pedal crank shaft.
A first rotation sensor, preferably an angular position sensor 21 measures the angular position of the rotor 2 of the control motor M1 relative to the housing 1. A second rotation sensor, preferably an angular position sensor 22 measures the angular position of the rotor 4 of the assist motor M2 relative to the housing 1.
An electronic controller 16 which receives information about the angular positions of the control and assist motors from angular position sensors 21, 22, and the torque applied to the pedals by the rider from a torque sensor 23. Using this information, the controller 16 computes the actual speed of the bicycle and of the pedals and the effort of the rider, and using a pre-determined control strategy computes the desired level of torque assistance and the desired speed ratio between the pedals and the bicycle wheels. The controller consequently commutates the current within the windings 3 and 5 of electric motors M1 and M2 according to the measured angular positions of their corresponding rotors (2 and 4) in order to achieve a speed set-point at control motor M1 and a torque set point at assist motor M2. Internal power circuitry within the controller 16 is arranged so that motor 1 and motor 2 may both function as either motors or as generators, and so that electrical power may flow in any direction between the either of the motors and a battery 20. The battery 20 provides necessary electrical energy to assist the rider in powering the bicycle.
During operation, when torque from the pedals is applied to the planetary carrier 6, the torque is distributed via the planetary gears 9 to both the sun gear 10 and the ring gear 13. The relationship between these torques is shown in
The electrical power flow through the system during normal pedalling is discussed with reference to
The speed relationship between the elements within the power split epicyclic gear mechanism are given by the following equation:
Therefore, in order to achieve a desired pedalling speed Wc, the speed of motor 1 should be
The speed relationship between the planetary carrier 6, the sun gear 10 and the ring gear 13 is shown in a highly simplified graphical form in
Various strategies or operational modes may be employed in order to determine the torque set-point for the assist motor M2. For instance, an ‘assistance mode’ may be selected whereby the control system measures the torque or power supplied by the rider to the system. The torque may be calculated in real time by measuring the torque applied by the rider using the torque transducer 23, and the speed of the two motor rotors 2 and 4 using the angular position sensors 21 and 22. A proportional assistance power may then be determined, based on a desired level of assistance specified by the rider. Alternatively, a ‘charge sustaining’ mode may be selected, where a negative torque set-point is applied to the control algorithm for the assist motor M2 during certain riding conditions, for example when riding at a steady speed on level or slightly down-hill road gradients. By applying a negative torque set-point, the assist motor M2 functions as an electricity generator under these road conditions, and generated energy may be stored by the battery 20 which may then be re-used during accelerating or hill-climbing manoeuvres. The useable range of the electrical assistance system may be extended without exposing the rider to undue additional exhaustion.
Using the maximum speed and power characteristics for electric motor M1 and electric motor M2 already suggested, typical values for the motor reduction gear ratios, planetary gear ratios and chain-ring/rear sprocket ratios may be as follows. It is assumed that the e-bike is fitted with conventional touring wheels and tyres and that assistance is limited to 25 km/h (the maximum legal speed for e-bike assistance within some jurisdictions):
i.e. the pedal speed may be controlled to 0 if the control motor M1 is spun in the reverse direction at the appropriate speed. It is not expected that any significant torque will be applied by the rider to the pedals during this condition, therefore no significant torque will be supplied to the control motor M1. It is only necessary to supply minimal energy to the control motor M1 to rotate it at the necessary speed.
Additionally, if an electrical signal can be supplied to the controller 16 by the bicycle braking system (for example a switch fitted to the rear brake lever), a negative torque set-point may be applied to the controller for the assist motor M2, which will function as a generator whilst applying a braking torque through the drive-line and consequently allow some electrical energy to be recovered and stored within the battery 20.
According to a particularly compact embodiment, as shown in
Alternative embodiments are also proposed to the system outlined in
In the embodiment of
Further embodiments are schematically shown in
In order to allow the bicycle to be ridden when the battery is flat, is may be desirable to arrange an emergency mechanism which allows the power-split epicyclic gear mechanism to be by-passed.
In the exemplary embodiment shown in
Optionally, a mechanical ‘freewheel’ device 46 may be introduced into the structure, at the connection between the pedal shaft 7 and the planetary gear carrier 6, as shown in
The following advantages and benefits of the present drive system may be appreciated:
| Number | Date | Country | Kind |
|---|---|---|---|
| 102022000002573 | Feb 2022 | IT | national |
| Filing Document | Filing Date | Country | Kind |
|---|---|---|---|
| PCT/EP2023/053052 | 2/8/2023 | WO |