EP1053407A1 - High value static unbalance-type balance shafts - Google Patents

High value static unbalance-type balance shafts

Info

Publication number
EP1053407A1
EP1053407A1 EP99905822A EP99905822A EP1053407A1 EP 1053407 A1 EP1053407 A1 EP 1053407A1 EP 99905822 A EP99905822 A EP 99905822A EP 99905822 A EP99905822 A EP 99905822A EP 1053407 A1 EP1053407 A1 EP 1053407A1
Authority
EP
European Patent Office
Prior art keywords
balance
balance weight
shaft
bearing surface
static unbalance
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Ceased
Application number
EP99905822A
Other languages
German (de)
French (fr)
Other versions
EP1053407A4 (en
Inventor
David L. Killion
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Simpson Industries Inc
Original Assignee
Simpson Industries Inc
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Simpson Industries Inc filed Critical Simpson Industries Inc
Publication of EP1053407A1 publication Critical patent/EP1053407A1/en
Publication of EP1053407A4 publication Critical patent/EP1053407A4/en
Ceased legal-status Critical Current

Links

Classifications

    • FMECHANICAL ENGINEERING; LIGHTING; HEATING; WEAPONS; BLASTING
    • F16ENGINEERING ELEMENTS AND UNITS; GENERAL MEASURES FOR PRODUCING AND MAINTAINING EFFECTIVE FUNCTIONING OF MACHINES OR INSTALLATIONS; THERMAL INSULATION IN GENERAL
    • F16FSPRINGS; SHOCK-ABSORBERS; MEANS FOR DAMPING VIBRATION
    • F16F15/00Suppression of vibrations in systems; Means or arrangements for avoiding or reducing out-of-balance forces, e.g. due to motion
    • F16F15/22Compensation of inertia forces
    • F16F15/26Compensation of inertia forces of crankshaft systems using solid masses, other than the ordinary pistons, moving with the system, i.e. masses connected through a kinematic mechanism or gear system
    • F16F15/264Rotating balancer shafts

Definitions

  • the present invention relates to balance mechanisms for rotating machinery, particularly balance shafts for multicylinder internal combustion engines which exhibit shaking forces and/or rotating imbalance couples .
  • Balance shafts are commonly used to reduce or cancel shaking forces and/or vibrations which result from residual imbalances inherent m the design architecture of machinery with rotating parts or mechanisms, such as motors. These balance shafts are sometimes called “counterbalance” shafts.
  • Balance shafts are particularly valuable when operator or passenger comfort and freedom from noise and vibration-related fatigue or distraction are desired, as m the case of motor vehicles such as automobiles, motorcycles, and the like. It is also advantageous to minimize vibration from the standpoint of equipment reliability. Where vibrations are reduced, the size, mass and/or complexity of the mounting structures can often also be reliably reduced, thus potentially reducing cost.
  • Balance shafts for inline four-cylinder engines typically are paired to rotate in opposite directions at twice the engine speed.
  • the two balance shafts are timed to cancel each other's lateral shaking forces while opposing the vertical secondary shaking forces that are typical with this type of engine.
  • Each shaft produces a single, or "static,” rotating unbalance force, which taken together with its mating shaft's rotating unbalance force, produces a resultant vertical shaking force which most effectively is located centrally among the bank of cylinders.
  • Tnese static unbalance type shafts are shown, for example, m U.S. Patent No. 4,819,505.
  • Balance shafts of both types frequently incorporate an elongated support member, or shaft, which provides a structural connection between the balance weights, m the case of rotating couple- ype shafts, or between the centrally located balance weight (s) and a driving member, in the case of the static unbalance-type shaft.
  • the elongated support member is typically subjected to both torsion and bending loads, and thus must be substantial enough to fulfill structural requirements. Since the mass of the elongated support member is largely "dead weight" and has little, if any, contribution to unbalance, its mass can be reduced m applications where overall mass is a factor in product cost and/or operating efficiency.
  • These elongated support members or shafts typically have a circular cross-section.
  • This circular section represents a structurally inefficient distribution of material that causes the components and their support structures to be more massive and often more costly than necessary.
  • the room or space for placement of balance shafts in the engine is typically small or limited.
  • Balance shafts usually are constrained to operate within specified radii, whether to clear mating parts or to enable installation.
  • efficient material usage typically motivates a balance weight cross- sectional shape that is, except for elongated support member intersection areas, "circular segment" m shape, i.e. the area between a radius and a chord. The radius of such a shape represents the clearance boundary beyond which the balance shaft cannot extend without risk of unwanted contact.
  • the chord represents a locus of constant contribution to unbalance within the section, placing elements of mass equidistant from the axis of rotation, with regard to the ability of the mass element to generate centrifugal force m a particular direction, i.e., when viewed from a direction normal to the desired direction of unbalance force .
  • the "circular segment" shape of the balance weights are constant along their lengths. This enables easy calculation of their unbalance value from a design standpoint. However, this shape also results in inefficient distribution of material m tne case of shafts with balance weights which create a rotating couple, or dynamic imbalance, thus causing components and their support structures to be more massive and thus also often more costly than necessary.
  • any such combination of static and dynamic unbalance within a shaft can thus be characterized by an amount of pure static unbalance at an effective location or plane hereafter referred to as its "Effective Plane of Static Unbalance", or "EPSUB", about which the sum of moments of unbalance is zero.
  • EPSUB Effective Plane of Static Unbalance
  • the ideal application of balance shafts to mime four cylinder engines will locate the shafts' EPSUB at the axial center of the four cylinders, such that no pitching couple is created by an offset between the engine's shaking force and the balance shafts' shaking force, or m other words the sum of shaking force moments about the engine's axial center is zero.
  • the resulting residual shaking force may be located optimally by similar EPSUB methodology so as to most appropriately distribute the residual shaking force among engine mounts using appropriate noise, vibration and harshness minimization criteria.
  • Manufacturing cost consideration often force design compromises between ideal bearing configurations and ideal balance weight configurations. For example, it is common to use a larger than optimum (for friction losses, heat generation, etc.) bearing journal diameter in conjunction with a balance weight clearance boundary radius that is smaller than optimum (for unbalance creation without undue material usage) to enable axial installation (or "end loading") of the balance weight through the bearing bore, rather than incur the manufacturing complexity and cost associated with the split housing type bearings required to place an ideal configuration bearing in the midst of two larger radius balance weights that are symmetrically arrayed about the engine's center bulkhead.
  • the present invention enables the above ob j ect to be achieved by providing design methods and structures which result m improved balance shaft configurations, having reduced friction, and potentially reduced weight and/or manufacturing cost, with improved operating shapes under centrifugal bending loads, with potential attendant benefits of improved bearing reliability. Reduced weight can allow for subsequent weight reductions in associated support structures of the engine or vehicle.
  • the cross-sectional shape of the elongated support member or shaft, hereafter referred to as the "connector portion", between the balance weight (s) and the driving means of the static unbalance-type balance shaft is formed m an optimized manner to minimize material usage while maintaining required bending stiffness, torsional stiffness, and safe levels of mechanical stress.
  • the cross-section of the connector portion is shaped substantially like an "I-beam” with recessed or concave portions. This improves the ratio of section modulus to mass in the direction of the centrifugal loads, which in turn reduces the peak stress for a given material usage. Optimization of the connector portion may involve tapering, such that the "I-beam” varies in section along its length to address the variation in bending moment along its length.
  • one of the surfaces on each of the balance weights of the shaft is preferably shaped as a hyperbolic curve or an approximation thereof.
  • the hyperbolic curve represents the locus of constant contribution to the unbalance couple produced by the shaft.
  • the cross-sectional shape of the connector portion between the balance weights of the static witn rotating couple-type balance shaft is also formed in an optimized manner to minimize the material usage Tne cross-section of the connector section is shaped substantially like an "I-beam" with recessed or concave portions. This improves the ratio of section modulus to mass in the direction of the centrifugal loads, which in turn reduces the peak stress for a given material usage.
  • Still further embodiments of the present invention provide improved static unbalance-type balance shafts, some with counterweights which overhang one of the bearing journals, and some with a combination of static unbalance and rotating couple- type configurations.
  • the static unbalance-type balance shafts reduce material volume while improving operating deflection shape for the benefit of bearing reliability and/or gear noise and/or gear size and cost requirements necessary for quiet high speed operation by means of elongating balance weights from their typical rectangular side view proportions, in conjunction with longitudinal direction tapering of their (sectionally substantially chordal) inner surfaces.
  • the elongation of the more effective (toward unbalance creation) outer portion (near clearance boundary radius, when viewed normal to direction of unbalance and axis of rotation) of the balance weights in conjunction with longitudinal tapering of the inner surfaces to maintain equivalent unbalance value serves to reduce mass, while increasing bending stiffness, in the case of the balance weight (s) between journals, and while potentially reducing bearing journal tilt under high speed unbalance loads of the "outrigger" bearing and its adjacent drive means, m the case of tne overhung balance weight .
  • the principal bearing is used as a fulcrum to offset the bending deflection of the shaft between bearings, to the potential straightening, under high speed operating loads, of the outrigger journal and its adjacent drive means, which can be of critical importance in the maintenance of the theoretical, or undeflected, helical contact ratio of drive gears and/or coupling gears as required for quiet operation.
  • Journal tilt magnitudes are also a design consideration in the optimization of support bearings, with plain, or journal-type bearings especially susceptible to edge loading as a principal cause of seizure failures.
  • Symmetry of balance weight distribution about a principal load carrying journal has been the traditional approach in the effort to minimize journal tilt, but the reality of high speed operating deflections as predicted by computer simulation such as Finite Element Analysis (FEA) often reveals that this symmetry approach fails to achieve the intended results because of failure to account for the effects of shaft or connector portion stiffness between bearings.
  • FEA Finite Element Analysis
  • a preferred embodiment of the present invention provides for the manufacturing simplicity and cost benefits of axial assembly of one-piece, two- journal balance shafts to unsplit housing bearings, along with the friction loss benefits of bearings which can be of ideal size and configuration.
  • FIGURE 1 is a side view of an inline four- cylinder engine incorporating two static unbalance-type shafts
  • FIGURE 2 is a front view of the engine shown in Figure 1 ;
  • FIGURE 3 is a side view of a static unbalance-type shaft for use in an inline four-cylinder engine
  • FIGURES 3A, 3B and 3C are cross-sectional views of the balance shaft shown in Figure 3, the cross-sectional views being taken along lines 3A-3A, 3B-3B and 3C-3C, respectively, in Figure 3 and in the direction of the arrows;
  • FIGURE 4 is a top view of the static unbalance-type shaft shown in Figure 3;
  • FIGURE 5 is a side elevational view of an automobile engine incorporating a rotating couple-type balance shaft in accordance with the present invention
  • FIGURE 6 is a front elevational view of the engine shown in Figure 5 ;
  • FIGURES 7 and 8 depict schematic diagrams of a typical rotating couple-type balance shaft illustrating the weights, forces and moments associated therewith;
  • FIGURE 9 is a side elevational view of a rotating couple-type balance shaft accordance with the present invention.
  • FIGURE 10 is a bottom elevational view of the rotating couple-type balance shaft as shown in Figure 9;
  • FIGURE 11 illustrates a manner in which the hyperbolic shape of the curved surfaces can be determined for the balance weights for a rotating couple-type balance shaft m accordance with the present invention
  • FIGURE 12 illustrates the relocation of inefficient mass on a balance shaft to make it efficient in accordance with the present invention
  • FIGURES 13-18 illustrate alternate embodiments of balance weights in accordance with the present invention
  • FIGURES 19-21 are cross-sectional views of the balance shaft shown Figure 9, the cross - sectional views being taken along the lines 19-19, 20-
  • FIGURE 22 illustrates a two-journal static unbalance-type balance shaft suitable for axial assembly, with hyperbolic shaped balance weights to create dynamic unbalance with minimal additional weight, so as to produce an EPSUB at or near its left- hand journal;
  • FIGURE 23 is a diagram showing how to configure the balance weights of the balance shaft embodiment of Figure 22 to achieve the benefits thereof ;
  • FIGURES 24-28 illustrate additional embodiments of static unbalance-type balance shafts with overhung configurations, one having a third support journal member similar to that of Figure 3, and with Figure 26 being a cross-sectional view of the balance shaft shown m Figure 25, the cross -sectional view being taken along line 26-26 Figure 25 and in the direction of the arrows.
  • the present invention particularly relates to improved static unbalance-type balance shafts, which are shown in Figures 1-4 and Figures 22-28 of the drawings, and rotating couple-type balance shafts, which are shown in Figures 5-21 of the drawings.
  • FIGS 1 and 2 show the side and front views, respectively, of an mime four-cylinder automobile engine 20.
  • the engine has an engine block 22 and a crankshaft 23 which is rotated by the rods connected to the pistons 24 the engine.
  • a pair of balance shafts 26 is used to reduce or cancel shaking forces and/or vibration caused by the movement of the reciprocating components m the engine 20.
  • the balance shafts 26 are static unbalance-type shafts and each produces a single unbalanced force. The two balance shafts 26 cancel each others' lateral shaking forces, while opposing the vertical secondary shaking forces that are caused by the engine 20.
  • Each of the balance shafts is typically held m position by bearings 27, 28 and 29. These bearings are held in bearing seats 27a, 28a and 29a, respectively, as shown in Figure 1. Although the location and support for only one of the two balance shafts 26 are shown in Figure 1, the second balance shaft of the pair of balance shafts for the engine 20 is positioned and held m place in substantially the same manner .
  • FIGS 3 and 4 show the side and top views, respectively, of one of the two static unbalance-type balance shafts 26.
  • Each of the balance shafts 26 has a nose or drive shaft 30 at one end, a connector portion 32 and a balance weight 34.
  • the connector portion 32 is positioned between bearing surface 27 and one end of the balance weight 34, while bearing surface 29 is positioned at the opposite end of the balance weight.
  • Bearing surface 28 is positioned in approximately the middle of the length of the balance weight 34.
  • the balance shaft 26 rotates around its central axis 36.
  • the balance weight 34 is semi -circular in shape, which is shown more clearly in Figures 2 and 3C.
  • the connector portion 32 has a pair of recesses or channels 38 and 40 on opposite sides thereof.
  • the recesses 38 and 40 significantly reduce the overall weight of the balance shaft 26 without significantly sacrificing strength or stiffness of the balance shaft.
  • Figures 3A, 3B and 3C show the cross- sectional size and shape of the connector portion 32 at various positions along its length. Alternatively, if desired, only one recess could be provided in the connector portion.
  • Engine 52 is a 90-degree V-6 engine.
  • These engines due to their structure and geometry, produce an imbalance couple which rotates in the opposite direction of the crankshaft, and can thus significantly benefit from a counter-rotating balance shaft of the rotating couple-type.
  • the couple produced by the balance shaft is designed to oppose or cancel that of the engine when the balance shaft is rotating at crankshaft speed and in the opposite direction.
  • the inventive balance shaft is generally indicated by the numeral 50 in the drawings.
  • the engine 52 in which the balance shaft 50 is situated, generally comprises a cylinder block 54, a pair of cylinder heads 56, a crankshaft 58, a cam shaft 60, an oil pan 62 and an air cleaner 64.
  • a plurality of pistons 66 are positioned m cylinders 68 and connected to the crankshaft.
  • the camshaft 60 and crankshaft 58 also have noses or drive shafts 80 and 82, respectively, which protrude outside the front of the cylinder block 54. Nose 80 of camshaft 60 is secured to drive gear 84 and sprocket 86. The nose 82 of crankshaft 58 is secured to drive sprocket 88. A vibration damper 90 is also preferably attached to the nose 82 of the crankshaft 58. Sprockets 86 and 88 are connected by a conventional drive chain or toothed timing belt 92.
  • Drive gear 84 is meshed with gear 72 on the balance shaft 50.
  • Sprockets 86 and 88 are both rotated in the same direction by the drive chain or toothed timing belt 92, as shown in Figure 6.
  • the respective sizes and diameters of sprockets 86 and 88 are such that the crankshaft 58 rotates at twice the speed of the camshaft 60.
  • the meshing of gears 72 and 84 causes tne balance shaft 50 to rotate in a direction opposite to that of the crankshaft and thus counterbalance the vibrations caused by the engine 52.
  • the size and diameters of the gears 84 and 72 determine tne rotational speed of the balance shaft 50.
  • shaft 50 is rotated at twice the speed of the camshaft 60, and the same speed as the crankshaft 58.
  • the shape and characteristics of a conventional rotating couple- type balance shaft are shown schematically m Figures 7 and 8.
  • the balance shaft 100 has a pair of bearing surfaces 101 and 102, a pair of balance weights 103 and 104 and a connector portion 105.
  • the balance weights 103 and 104 have centers of gravity "CGi" and "CG 2 , respectively, at the points shown.
  • the balance shaft 100 rotates about a central longitudinal axis 106.
  • the balance weights 103 and 104 are on opposite sides of the axis 106.
  • the cross-sectional shapes of the balance weights 103 and 104 can be of any cross- section, but typically are "circular segment" shaped, where the straight inside edge of the weight represents constant contribution to unbalance within the section.
  • the balance shaft's unbalance couple "C u " required to offset that of the engine is based on the masses and geometry of the engine. This is calculated by conventional methods known in the art.
  • the unbalance couple can be expressed by the equation
  • L is one-half the length or distance between the centers of gravity CG : -CG 2 of the balance weights
  • R and R 2 are the distances from the axis of rotation 106 to the centers of gravity of the balance weights
  • W : and W are the masses or weights of the balance weights.
  • the dimensions of the cavity for placement of the balance shaft are determined.
  • the length between the bearings which house the bearing surfaces 101 and 102 is determined, together with the clearance boundary radius/radii of the balance shaft.
  • the shape and configuration of the balance shaft is constrained within these boundaries.
  • a rotating couple-type balance shaft 50 made in accordance with the present invention is shown m Figures 9 and 10.
  • the balance shaft 50 has a pair of bearing surfaces 111 and 112, a pair of balance weights 113 and 114 and a central connector portion 115 which extends between the balance weights.
  • the balance shaft rotates about a longitudinal axis 118.
  • the balance weights 113 and 114 may have curved or straight gusset portions 120 and 122 which are used to integrally connect the balance weights to the bearing surfaces 111 and 112, respectively. These add strength to the structure.
  • the balance shaft is mounted m the engine by bearings positioned at the two ends of the balance shaft, it is also possible to position the bearings at intermediate positions spaced from the ends of the shaft, for example within the length of the balance weights. Further, more or less than two bearings can be provided.
  • Surface 128 of balance weight 113 and surface 130 of balance weight 114 are manufactured to have a curved surface. As shown m Figure 10, the curves of the surfaces 128 and 130 also allow the sides of the balance weights 113 and 114 to form curves which taper from the bearing surfaces 111 and 112 toward the connector portion 115.
  • the surfaces 128 and 130 are formed as hyperbolic curves, or approximations of hyperbolic curves. This feature is better shown in Figure 11.
  • one half of balance shaft 50 is shown superimposed on an X-Y grid.
  • the axis of rotation 118 of the balance shaft is aligned along the X-axis, and the intersection of the X and Y axes is positioned at the center P of the couple.
  • the curve of the surface 130 of balance weight 114 is formed along a hyperbola m accordance with the equation:
  • the desired output of the rotating couple- type shaft is a pure couple of specific magnitude. This output requires that both unbalances (R ⁇ )x(W x ) and (R 2 )x(W 2 ) be equal, or a couple plus a residual unbalance will result.
  • the "half moment" distance L can be defined, in simplification (for purposes of discussion and as shown in Figures 7 and 8) of the more general equations summing forces and moments, as also equal for each side, namely the axial distance from one CG to point P midway between the CG ' s .
  • the contribution to the magnitude of the rotating unbalance couple made by any element of mass within the balance weight is a function of that element's location, specifically the product of its axial distance from the centerlme of the unbalance couple and its radial distance from the shaft's rotational centerlme, when viewed normal to the plane of the unbalance couple as m Figures 7, 9 and 11. From this, it can be seen that locations with an (X)x(Y) product greater than a reference value "C" represent more efficient use of material than locations having lesser products.
  • mass (balance weight material not dedicated to structural purposes such as connector portions, gussets and the like) is relocated from low (X)x(Y) product locations to more efficient locations having products greater than or equal to a reference value "C" .
  • C reference value
  • a general representation of this relocation is shown in Figure 12.
  • the profile of a typical rectangular counterweight 114 ' is indicated by the reference numeral 119.
  • the balance shaft rotates around axis 118 and has a connector portion 115.
  • the inefficient portion 121 of the counterweight mass is situated below the envelope or area defined by hyperbolic curve C.
  • the inefficient mass portion 121 is effectively relocated to position 123 above the hyperbolic curve C on the balance shaft in order to provide the required unbalance moment with less material .
  • the balance shaft In cases where a single radius defines the clearance boundary envelope, the balance shaft will be symmetrical (except for the effects of differences in features dedicated to structural purposes) , having common C value for both of the balance weights.
  • mass optimization will involve use of differing values for C in order to equate (R)x(W) unbalances between the two balance weights.
  • the differing C values will result m differing CG locations, thus influencing the distance between CG's, and hence the value of distance L, which is a determinant in the unbalance moment's magnitude.
  • the shape of the surface 130 be a curve of a true hyperbola (as shown in Figures 11 and 13) .
  • the hyperbolic shape is shown by phantom line H which is a continuation of the curve which forms surface 130 on balance weight 114.
  • the surface 130 it is also possible in accordance with tne present invention, however, for the surface 130 to have a shape that is a reasonable approximation of a hyperbolic curve. Examples of these are shown m Figures 14-18.
  • the surface 130a has a generally curved surface. Surface 130a is formed as part of a large circle having radius R L .
  • a series of straight line segments 130b are used to approximate the hyperbolic shape.
  • three straight line segments are shown in Figure 15 approximating a hyperbolic curve, it is understood that any number of straight line segments could be utilized.
  • the curved surface 130c is formed from a combination of a straight line 131 and a curved line 132.
  • the curved portion 132 is formed as a part of a small circle having radius - b -
  • the curved surface 13 Od is formed as a truncated hyperbola 133 with a blunt end portion 135.
  • the hyperbolic curve is approximated by a series of straight lines 130e and has a truncated or blunt end 137.
  • the blunt end portion 137 can be used with any of the previous contour variations.
  • a blunt end 137 can be provided, for example, due to manufacturing and/or design considerations.
  • the shape of surface 130 could be a portion of another geometric figure, such as a portion of a parabola or an ellipse, and still constitute a reasonable approximation of a hyperbolic curve or shape.
  • the curved shape of the balance weight allows the product of the length L which extends from couple midpoint P to the centers of gravity CGi and CG 2 of the balance weights and the radii R x and R 2 to the CG's (see Figures 7 and 8) , to be maximized by means of material distribution along the hyperbolic surface 130, thus avoiding inefficiently located material which would fall below the threshold of "equal efficiency," i.e., having constant contribution to unbalance. (This is shown in Figure 12 where the curve is designated by the letter C.) This in turn allows the mass or weight W of the balance weights to be minimized.
  • C 2 which forms surface 130 Figure 11, is selected in accordance with the length and weight parameters afforded by the engine's clearance envelope and the correcting couple needed.
  • a balance weight having a curved surface along curve Ci would provide a lower unbalance moment, while curve C 3 a greater unbalance moment, than curve C 2 .
  • the needed unbalance couple is thus obtained by means of the appropriate value (s) for constant C, thus avoiding unnecessary weight or mass.
  • the cross-sectional size and shape of the connector portion 115 is optimized for given load conditions in order to minimize its mass and thus the weight of the balance shaft 50.
  • Figures 19, 20 and 21 illustrate a preferred shape of the connector portion 115 of the balance shaft 50 shown in Figures 9 and 10.
  • the sides 140 and 142 of the connector portion 115 are recessed or shaped in a concave manner. This lightens or reduces the weight of the balance shaft without significantly reducing its resistance to bending m the plane of balance weight centrifugal loading.
  • the cross-sectional shape of the connector portion 115 has a generally "I-beam" shape. This maximizes the section modulus in the direction of the centrifugal loads. This in turn minimizes the peak stress for a given amount of material usage. Alternatively, only one recess could be provided m the connector portion.
  • Figure 21 shows a cross-sectional view of the balance shaft 50 including a portion of the connector portion 115 and a portion of the balance weight 114. As shown, the weight or mass of the balance shaft is distributed over a wider area to maintain section modulus and avoid stress concentrations. It is clear that other cross-sectional shapes and proportions for the connector portions 115 and transition areas to the balance weights 114 can be utilized in accordance with the present invention.
  • Figures 22-27 illustrate additional embodiments of static unbalance-type balance shafts in accordance with the present invention.
  • the inner surfaces of the balance weights have a hyperbolic shape or a reasonable approximation thereof, for efficient mass usage, while in all cases the connector portions preferably are essentially "I- beam" shapes for bending stiffness maximization.
  • the bearing journals also preferably have small ldeally- sized diameters to minimize friction while assuring reliability.
  • a balance shaft 150 is provided which is an improvement over known single unbalance-type balance shafts.
  • the balance shaft 150 has a pair of journal members 152 and 154, a large balance weight 156, a small unbalance weight 157, and a connector portion 158.
  • the balance weights 156 and 157 have surfaces 160 and 161 respectively which are formed in the shape of a hyperbolic curve or a reasonable approximation thereof. These shapes are the same as those on the hyperbolically-shaped balance shafts discussed above with respect to the rotating couple-type balance shafts.
  • Such shaped balance weights minimize mass and the cost of adding dynamic unbalance to the balance shaft order to relocate the EPSUB and thus avoid tne complications inherent to the need to distribjte unbalance mass on both sides of an ideally sized principal (engine center bulkhead area) bearing journal.
  • C is a constant which is adjusted as defined above to achieve a target magnitude for the dynamic unbalance couple.
  • P is the axial location of the centerlme of the "pure couple, " or dynamic unbalance
  • EPSUB location "E” is the axial location where
  • the connector portion 158 has essentially an "I-beam" shape with top and bottom thick ridge portions 162 and 164, respectively, separated by recessed or reduced portions 166. This shape maximizes the bending stiffness of the balance shaft 150.
  • the two journals 152 and 154 each nave diameters optimized for bearing reliability and friction minimization. Their external location enables the manufacturing cost benefits of axial assembly with non-split housing type bearings.
  • the two journals are preferably located in, or adjacent to, the front and central bulkheads of the engine (or, alternatively, in, or adjacent to, the rear and central bulkheads) , thus potentially an advantage to meeting space constraints.
  • Figure 24 illustrates a static unbalance-type balance shaft 170 similar to the embodiment shown in Figure 22, but with a third journal located m tne region of the principal counterweight.
  • the balance shaft 170 also has a primary balance weight 176, a secondary balance weight 177, a connector portion 173, _-3 7 n 0_
  • Balance weight 176 has a surface 182 which has a substantially hyperbolic shape.
  • the secondary balance weight 177 also preferably has a surface 181 which has a substantially hyperbolic shape.
  • the third balance weight 180 has a surface 184 which also preferably has a curved substantially hyperbolic shape.
  • the shape of the surfaces 182 and 184 together take the form of a single hyperbolic curve, that is, surface 184 is an extension of the surface 182 and a continuation of the same curve.
  • the connector portion 178 has a substantially "I-beam” shape, with a pair of enlarged ridge or flange members 186 and 187 and a central recessed web member 188.
  • Figures 25-28 illustrate still additional embodiments of static unbalance-type balance shafts in accordance with the present invention.
  • the balance shaft 190 has a pair of journal members 192 and 194, a main balance weight 196 positioned between the journal members, and a second overhung balance weight 198 which extends on the other side of the second journal member 194.
  • An I-beam shaped connector member 200 connects the mam balance weight to the first journal member 192, while providing bending stiffness in the region of the balance weight.
  • a second I-beam shaped structural member 210 connects the second balance weight 198 to the second journal member 194 with high stiffness.
  • Connection member 200 has a pair of ridge or flange members 202 and 204, as well as a central recessed web member 206.
  • the second structural member 210 has a flange member 212 and a recessed central web member 214.
  • ridge members 202 and 212 of the connector member 200 and 210, respectively, are curved in the longitudinal direction.
  • the upper flange of the connector member 200 is also preferably configured to terminate ad acent to the journal member 192 with largely overlapping sections, so as to maximize structural integrity.
  • the I-beam cross sections of the connector member reduces mass while maintaining high stiffness to bending in the direction of the unbalance loads.
  • the balance shaft 220 is similar to the shaft 190 shown in Figures 25 and 26.
  • the balance shaft 220 has a pair of journal members 222 and 224, a ma balance weight 226 positioned between the journal members, an overhung balance weight 228, a first connector portion 230 connecting the ma balance weight 226 to the journal members, and a second connector portion 232 connecting the overhung balance weight 228 to the journal member 224.
  • the connector portion 230 has an I-beam shaped cross-sections similar to those described above witn reference to Figures 22-26.
  • the elongation of the more effective (toward unbalance creation) outer portion (near clearance boundary radius, when viewed normal to direction of unbalance and axis of rotation) of the balance weights m conjunction with longitudinal tapering of the inner surfaces to maintain equivalent unbalance value serves to reduce mass, while increasing bending stiffness, m the case of the balance weight (s) between journals, and while potentially reducing bearing journal tilt under high speed unbalance loads of the "outrigger" bearing and its adjacent drive means, in the case of the overhung balance weight.
  • the principal bearing is used as a fulcrum to offset the bending deflection of the shaft between bearings, under high speed operating loads, to the potential straightening of the outrigger journal ana its adjacent drive means, which can be of critical importance in the maintenance of the theoretical, or undeflected, helical contact ratio of drive gears and/or coupling gears as required for quiet operation.
  • journal t lt magnitudes are also a design consideration in tne optimization of support bearings, with plain, or journal-type bearings especially susceptible to edge loading which is a principal cause of seizure failures.
  • the balance shaft 300 has a pair of journal members 302 and 304 a gear journal member 306, a main (or middle) balance weight 308 positioned between the journal members adjacent journal member 302, a second overhung balance weight 310 which extends on the other side of journal member 302, and a thrrd (or “couple”) balance weight 312 between the journal members adjacent gear journal member 306.
  • An I-beam shaped connector member 314 connects the mam (or middle) balance weight 308 to the third (or couple) balance weight 312, while providing bending stiffness to unbalance loads.
  • the connector member 314 has a pair of ridge or flange members 320 and 322, as well as a central recessed web member 324.
  • the connection member 314 has an I-beam cross-sectional hhape.
  • the second structural member 326 has a flange member 328.
  • the upper flange 320 of the connector member 314 is preferably configured to terminate adjacent to the gear member 306 with largely overlapping sections, so as to maximize structural integrity. As m the case of Figure 24, the elongated
  • middle balance weight 308 and overhung balance weight 310 of the Figure 28 embodiment preferably together take the form of a single hyperbolic curve, that is, surface 316 is an extension of surface 318 and a continuation of the same curve.
  • "couple" balance weight 312 utilizes the same hyperbolic formula constant "a" as balance weights 308 and 310 for efficient distribution of material not dedicated to other purposes.
  • This embodiment Figure 28 uses the addition of dynamic unbalance to both relocate the EPSUB to the best location attainable (within space constraints) for the application's noise, vibration and harshness (NVH) criteria for distribution among engine mounts of residual static shaking forces, and to further improve high speed operating shape of the shaft, especially in the vicinity of the gear journal 306.
  • the third (or couple) balance weight serves to counteract the bending deflection of the shaft between journals under high speed unbalance loads, and thus contributes to maintenance of helical, and thus total, contact ratios of the coupling gearset to assist quiet operation at high speeds as discussed above.

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Abstract

A balance shaft (190) has a pair of journal members (192, 194), a main balance weight (196) positioned between the journal members (192, 194), and a second overhung balance weight (198) which extends on the other side of the second journal member (194). An I-beam shaped connector member (200) connects the main balance weight (196) to the first journal member (192), while providing bending stiffness in the region of the balance weight (196). A second I-beam shaped structural member (210) connects the second balance weight (198) to the second journal member (194) with high stiffness.

Description

HIGH VALUE STATIC UNBALANCE-TYPE BALANCE SHAFTS
Cross-Reference to Related Applications
The present application m part is a division of U.S. Application Serial No. 08/677,085, filed July 9, 1996, entitled "Balance Shafts Having Minimal Mass," is a continuation- m-part of U.S. Application Serial No. 08/677,085, and also claims priority from U.S. Provisional Patent Application Serial No. 60/075,127, filed February 14, 1998, entitled "Low Mass Balance Shafts."
Technical Field
The present invention relates to balance mechanisms for rotating machinery, particularly balance shafts for multicylinder internal combustion engines which exhibit shaking forces and/or rotating imbalance couples .
Background Art
Balance shafts are commonly used to reduce or cancel shaking forces and/or vibrations which result from residual imbalances inherent m the design architecture of machinery with rotating parts or mechanisms, such as motors. These balance shafts are sometimes called "counterbalance" shafts.
Balance shafts are particularly valuable when operator or passenger comfort and freedom from noise and vibration-related fatigue or distraction are desired, as m the case of motor vehicles such as automobiles, motorcycles, and the like. It is also advantageous to minimize vibration from the standpoint of equipment reliability. Where vibrations are reduced, the size, mass and/or complexity of the mounting structures can often also be reliably reduced, thus potentially reducing cost.
With multicylmder motor vehicle engines, the inline four-cylinder engines and 90-degree V-6 engine configurations are favored m automotive use today due to their space efficiency and cost. Both of these engine architectures benefit from balance shafts, although for different reasons and vibratory characteristics, and thus requiring distinctly different balance shaft arrangements.
Balance shafts for inline four-cylinder engines typically are paired to rotate in opposite directions at twice the engine speed. The two balance shafts are timed to cancel each other's lateral shaking forces while opposing the vertical secondary shaking forces that are typical with this type of engine. Each shaft produces a single, or "static," rotating unbalance force, which taken together with its mating shaft's rotating unbalance force, produces a resultant vertical shaking force which most effectively is located centrally among the bank of cylinders. Tnese static unbalance type shafts are shown, for example, m U.S. Patent No. 4,819,505.
Other engines, such as 90-degree V-6 engines (i.e., six-cylinder engine with two banks of three cylinders spaced 90 -degrees apart) , produce resultant imbalance forces m the form of a crankshaft -speed rotating couple. These engines benefit from a single balance shaft with two balance "weights", or masses, or. opposite sides of its axis of rotation, but spaced apart axially so as to have a dynamic imbalance providing a rotating couple. The couple produced by the balance shaft is designed to oppose or cancel that of the engine when the shaft is rotated at crankshaft speed and in the opposite direction to the crankshaft. The location of this "rotating couple" -type shaft relative to the engine is not critical so long as its axis of rotation parallels that of the crankshaft, since the output of the balance shaft is a pure couple or torque on the crankcase .
Balance shafts of both types frequently incorporate an elongated support member, or shaft, which provides a structural connection between the balance weights, m the case of rotating couple- ype shafts, or between the centrally located balance weight (s) and a driving member, in the case of the static unbalance-type shaft. The elongated support member is typically subjected to both torsion and bending loads, and thus must be substantial enough to fulfill structural requirements. Since the mass of the elongated support member is largely "dead weight" and has little, if any, contribution to unbalance, its mass can be reduced m applications where overall mass is a factor in product cost and/or operating efficiency. These elongated support members or shafts typically have a circular cross-section. This circular section represents a structurally inefficient distribution of material that causes the components and their support structures to be more massive and often more costly than necessary. The room or space for placement of balance shafts in the engine is typically small or limited. Balance shafts usually are constrained to operate within specified radii, whether to clear mating parts or to enable installation. Thus, efficient material usage typically motivates a balance weight cross- sectional shape that is, except for elongated support member intersection areas, "circular segment" m shape, i.e. the area between a radius and a chord. The radius of such a shape represents the clearance boundary beyond which the balance shaft cannot extend without risk of unwanted contact. The chord represents a locus of constant contribution to unbalance within the section, placing elements of mass equidistant from the axis of rotation, with regard to the ability of the mass element to generate centrifugal force m a particular direction, i.e., when viewed from a direction normal to the desired direction of unbalance force . Typically, the "circular segment" shape of the balance weights are constant along their lengths. This enables easy calculation of their unbalance value from a design standpoint. However, this shape also results in inefficient distribution of material m tne case of shafts with balance weights which create a rotating couple, or dynamic imbalance, thus causing components and their support structures to be more massive and thus also often more costly than necessary.
Space constraints sometimes preclude the placement, within the mime four-cylinder type engine and in conjunction with appropriate structural support, of balance weights m a manner that results m tne O 00/12906 _•5_-
resultant vertical shaking force being located centrally among the bank of cylinders as desired. In this situation, an unwanted pitching couple is created as a result of the axial distance between the engine's vertical shaking force and the balance shafts' resultant vertical shaking force, unless additional balance weights can be added to create rotating couple, or dynamic, unbalance within each shaft that will act to cancel this pitching couple. Such dynamic balance, when added to a static unbalance-type shaft can be seen to effectively relocate the plane of static unbalance to the new axial location where the sum of the moments of unbalance, or dynamic unbalance, within the shaft itself is zero. Any such combination of static and dynamic unbalance within a shaft can thus be characterized by an amount of pure static unbalance at an effective location or plane hereafter referred to as its "Effective Plane of Static Unbalance", or "EPSUB", about which the sum of moments of unbalance is zero. The ideal application of balance shafts to mime four cylinder engines will locate the shafts' EPSUB at the axial center of the four cylinders, such that no pitching couple is created by an offset between the engine's shaking force and the balance shafts' shaking force, or m other words the sum of shaking force moments about the engine's axial center is zero. Where space constraints prevent this ideal full cancellation, the resulting residual shaking force may be located optimally by similar EPSUB methodology so as to most appropriately distribute the residual shaking force among engine mounts using appropriate noise, vibration and harshness minimization criteria. O 00/12 _ fi _
Manufacturing cost consideration often force design compromises between ideal bearing configurations and ideal balance weight configurations. For example, it is common to use a larger than optimum (for friction losses, heat generation, etc.) bearing journal diameter in conjunction with a balance weight clearance boundary radius that is smaller than optimum (for unbalance creation without undue material usage) to enable axial installation (or "end loading") of the balance weight through the bearing bore, rather than incur the manufacturing complexity and cost associated with the split housing type bearings required to place an ideal configuration bearing in the midst of two larger radius balance weights that are symmetrically arrayed about the engine's center bulkhead.
The common method for providing for bearing journal diameter (s) smaller than balance weight radius without requiring split housing type bearings, namely fastening weights to a shaft after inserting the shaft through its bearing (s), is also complex, and thus also costly to manufacture, as well as being heavier than necessary.
There exists, therefore, potential for improvement in reducing manufacturing cost and solving space constraint problems, while managing the issues of drive system noise, bearing reliability, bearing drag, and overall weight in a manner that maximizes product value to the customer m the use of static unbalance balance shafts. Summary of the Invention
It is the object of the present invention to provide improved balance shafts for rotating machinery such as motor vehicle engines by enabling balance shaft design configurations which:
1.) result in lighter weight, and thus also potentially lower cost, by means of improved utilization of material in the elongated support member areas of the component for given load conditions; 2.) are stronger, having greater factor of safety for a given material usage, by means of improved utilization of material in the elongated support member areas of the component ; 3.) contribute to increased bearing life due to the reduced bearing journal tilt angles that result from increased stiffness (resistance to bending under centrifugal loads) for a given material usage, by means of improved utilization of material in the elongated support member areas of the component; 4.) exhibit increased stiffness (resistance to bending under centrifugal loads) by means of improved utilization of material m the elongated support member areas of the component, with the associated benefit of reduced bearing journal tilt and thus potentially increased operating efficiency by means of smaller, and thus lower drag, bearing sizes;
5.) result in lighter weight and thus also potentially lower cost by means of improved utilization of material m the balance weight areas of shafts which create a rotating couple; 6.) reduce parasitic power loss by means of reduced "windage", or drag from air resistance, due to the reduced "frontal area" and bluntness of smaller, more efficiently shaped balance weights which create a rotating couple;
7.) reduce gear size and cost requirements as needed to achieve quiet operation through elimination of need to counteract the effects of unwanted operating deflections, which also influence bearing size requirements and thus cost;
8.) minimize bearing drag, which increases as the cube of bearing journal diameter, which m turn is driven by considerations of journal tilt under unbalance loads, with tilt magnitude being a function of shaft stiffness and the distribution of unbalance-creat g material; and/or
9.) reduce manufacturing cost while meeting space constraints without inappropriate penalties to functional priorities of assuring bearing reliability, minimizing drive system noise, minimizing frictional losses, and minimizing overall weight.
The present invention enables the above object to be achieved by providing design methods and structures which result m improved balance shaft configurations, having reduced friction, and potentially reduced weight and/or manufacturing cost, with improved operating shapes under centrifugal bending loads, with potential attendant benefits of improved bearing reliability. Reduced weight can allow for subsequent weight reductions in associated support structures of the engine or vehicle. In accordance with one embodiment of the present invention, the cross-sectional shape of the elongated support member or shaft, hereafter referred to as the "connector portion", between the balance weight (s) and the driving means of the static unbalance-type balance shaft, is formed m an optimized manner to minimize material usage while maintaining required bending stiffness, torsional stiffness, and safe levels of mechanical stress. The cross-section of the connector portion is shaped substantially like an "I-beam" with recessed or concave portions. This improves the ratio of section modulus to mass in the direction of the centrifugal loads, which in turn reduces the peak stress for a given material usage. Optimization of the connector portion may involve tapering, such that the "I-beam" varies in section along its length to address the variation in bending moment along its length.
As to another embodiment of the present invention, namely balance shafts with balance weights that create a rotating couple, one of the surfaces on each of the balance weights of the shaft is preferably shaped as a hyperbolic curve or an approximation thereof. The hyperbolic curve represents the locus of constant contribution to the unbalance couple produced by the shaft. There is a unique and preferred hyperbolic curve for each combination of unbalance value and balance weight clearance boundary conditions.
The cross-sectional shape of the connector portion between the balance weights of the static witn rotating couple-type balance shaft is also formed in an optimized manner to minimize the material usage Tne cross-section of the connector section is shaped substantially like an "I-beam" with recessed or concave portions. This improves the ratio of section modulus to mass in the direction of the centrifugal loads, which in turn reduces the peak stress for a given material usage.
Still further embodiments of the present invention provide improved static unbalance-type balance shafts, some with counterweights which overhang one of the bearing journals, and some with a combination of static unbalance and rotating couple- type configurations. The static unbalance-type balance shafts reduce material volume while improving operating deflection shape for the benefit of bearing reliability and/or gear noise and/or gear size and cost requirements necessary for quiet high speed operation by means of elongating balance weights from their typical rectangular side view proportions, in conjunction with longitudinal direction tapering of their (sectionally substantially chordal) inner surfaces. The elongation of the more effective (toward unbalance creation) outer portion (near clearance boundary radius, when viewed normal to direction of unbalance and axis of rotation) of the balance weights in conjunction with longitudinal tapering of the inner surfaces to maintain equivalent unbalance value serves to reduce mass, while increasing bending stiffness, in the case of the balance weight (s) between journals, and while potentially reducing bearing journal tilt under high speed unbalance loads of the "outrigger" bearing and its adjacent drive means, m the case of tne overhung balance weight . To the extent that the moment of unbalance, about the length centerlme of the principal bearing, of the overhung balance weight exceeds that of the balance weight between support bearings, the principal bearing is used as a fulcrum to offset the bending deflection of the shaft between bearings, to the potential straightening, under high speed operating loads, of the outrigger journal and its adjacent drive means, which can be of critical importance in the maintenance of the theoretical, or undeflected, helical contact ratio of drive gears and/or coupling gears as required for quiet operation.
If helical gearsets are not operated in high states of parallelism, i.e., freedom from errors due to manufacturing tolerances and operating deflections, the (theoretically) line contact upon which helical, and thus total, contact ratios of gearsets depend is reduced to (theoretically) point contact at the edges of the gears . To the extent gear faces are crowned to accommodate non-parallelism, the (theoretically) line contact is reduced to (theoretically) point contact anyway, to the effective loss of helical contact ratio and thus total contact ratio.
Journal tilt magnitudes are also a design consideration in the optimization of support bearings, with plain, or journal-type bearings especially susceptible to edge loading as a principal cause of seizure failures. Symmetry of balance weight distribution about a principal load carrying journal has been the traditional approach in the effort to minimize journal tilt, but the reality of high speed operating deflections as predicted by computer simulation such as Finite Element Analysis (FEA) often reveals that this symmetry approach fails to achieve the intended results because of failure to account for the effects of shaft or connector portion stiffness between bearings. A preferred embodiment of the present invention provides for the manufacturing simplicity and cost benefits of axial assembly of one-piece, two- journal balance shafts to unsplit housing bearings, along with the friction loss benefits of bearings which can be of ideal size and configuration. Challenging space constraints are potentially also met with fewer compromises to clearance boundary radius, by locating static unbalance-type shafts which incorporate dynamic unbalance (to effect the appropriate EPSUB location at, or near, the central bulkhead of an inline four cylinder engine) , in either the front or rear half of the engine. Low mass technology disclosed herein and in original U.S. Application Serial No. 08/677,085 can be utilized to minimize the shaft weight despite inclusion of the added dynamic unbalance which eliminates the necessity of split housing type bearings by eliminating the need to distribute unbalance mass on both sides of the principal (engine center bulknead area) bearing journal. Other benefits, features and advantages of the present invention will become apparent from the following written description of the invention, when taken in accordance with the appended claims and accompanying drawings . Brief Description Of The Drawings
FIGURE 1 is a side view of an inline four- cylinder engine incorporating two static unbalance-type shafts;
FIGURE 2 is a front view of the engine shown in Figure 1 ;
FIGURE 3 is a side view of a static unbalance-type shaft for use in an inline four-cylinder engine;
FIGURES 3A, 3B and 3C are cross-sectional views of the balance shaft shown in Figure 3, the cross-sectional views being taken along lines 3A-3A, 3B-3B and 3C-3C, respectively, in Figure 3 and in the direction of the arrows;
FIGURE 4 is a top view of the static unbalance-type shaft shown in Figure 3;
FIGURE 5 is a side elevational view of an automobile engine incorporating a rotating couple-type balance shaft in accordance with the present invention;
FIGURE 6 is a front elevational view of the engine shown in Figure 5 ;
FIGURES 7 and 8 depict schematic diagrams of a typical rotating couple-type balance shaft illustrating the weights, forces and moments associated therewith; FIGURE 9 is a side elevational view of a rotating couple-type balance shaft accordance with the present invention;
FIGURE 10 is a bottom elevational view of the rotating couple-type balance shaft as shown in Figure 9;
FIGURE 11 illustrates a manner in which the hyperbolic shape of the curved surfaces can be determined for the balance weights for a rotating couple-type balance shaft m accordance with the present invention;
FIGURE 12 illustrates the relocation of inefficient mass on a balance shaft to make it efficient in accordance with the present invention;
FIGURES 13-18 illustrate alternate embodiments of balance weights in accordance with the present invention;
FIGURES 19-21 are cross-sectional views of the balance shaft shown Figure 9, the cross - sectional views being taken along the lines 19-19, 20-
20 and 21-21, respectively, m Figure 9 and in the direction of the arrows.
FIGURE 22 illustrates a two-journal static unbalance-type balance shaft suitable for axial assembly, with hyperbolic shaped balance weights to create dynamic unbalance with minimal additional weight, so as to produce an EPSUB at or near its left- hand journal;
FIGURE 23 is a diagram showing how to configure the balance weights of the balance shaft embodiment of Figure 22 to achieve the benefits thereof ; and
FIGURES 24-28 illustrate additional embodiments of static unbalance-type balance shafts with overhung configurations, one having a third support journal member similar to that of Figure 3, and with Figure 26 being a cross-sectional view of the balance shaft shown m Figure 25, the cross -sectional view being taken along line 26-26 Figure 25 and in the direction of the arrows.
Best Mode(s) For Carrying Out The Invention
Preferred embodiments of the present invention are shown in the drawings. The present invention particularly relates to improved static unbalance-type balance shafts, which are shown in Figures 1-4 and Figures 22-28 of the drawings, and rotating couple-type balance shafts, which are shown in Figures 5-21 of the drawings.
Figures 1 and 2 show the side and front views, respectively, of an mime four-cylinder automobile engine 20. The engine has an engine block 22 and a crankshaft 23 which is rotated by the rods connected to the pistons 24 the engine. A pair of balance shafts 26 is used to reduce or cancel shaking forces and/or vibration caused by the movement of the reciprocating components m the engine 20. The balance shafts 26 are static unbalance-type shafts and each produces a single unbalanced force. The two balance shafts 26 cancel each others' lateral shaking forces, while opposing the vertical secondary shaking forces that are caused by the engine 20.
Each of the balance shafts is typically held m position by bearings 27, 28 and 29. These bearings are held in bearing seats 27a, 28a and 29a, respectively, as shown in Figure 1. Although the location and support for only one of the two balance shafts 26 are shown in Figure 1, the second balance shaft of the pair of balance shafts for the engine 20 is positioned and held m place in substantially the same manner .
Figures 3 and 4 show the side and top views, respectively, of one of the two static unbalance-type balance shafts 26. Each of the balance shafts 26 has a nose or drive shaft 30 at one end, a connector portion 32 and a balance weight 34. The connector portion 32 is positioned between bearing surface 27 and one end of the balance weight 34, while bearing surface 29 is positioned at the opposite end of the balance weight. Bearing surface 28 is positioned in approximately the middle of the length of the balance weight 34. The balance shaft 26 rotates around its central axis 36. The balance weight 34 is semi -circular in shape, which is shown more clearly in Figures 2 and 3C.
The connector portion 32 has a pair of recesses or channels 38 and 40 on opposite sides thereof. The recesses 38 and 40 significantly reduce the overall weight of the balance shaft 26 without significantly sacrificing strength or stiffness of the balance shaft. Figures 3A, 3B and 3C show the cross- sectional size and shape of the connector portion 32 at various positions along its length. Alternatively, if desired, only one recess could be provided in the connector portion.
Another embodiment of the invention relates to rotating couple-type balance shafts which are used to reduce or cancel vibration and/or shaking forces caused by certain engines, such as the V-6 engine 52 shown in Figures 5 and 6. Engine 52 is a 90-degree V-6 engine. These engines, due to their structure and geometry, produce an imbalance couple which rotates in the opposite direction of the crankshaft, and can thus significantly benefit from a counter-rotating balance shaft of the rotating couple-type. The couple produced by the balance shaft is designed to oppose or cancel that of the engine when the balance shaft is rotating at crankshaft speed and in the opposite direction.
The inventive balance shaft is generally indicated by the numeral 50 in the drawings. The engine 52, in which the balance shaft 50 is situated, generally comprises a cylinder block 54, a pair of cylinder heads 56, a crankshaft 58, a cam shaft 60, an oil pan 62 and an air cleaner 64. A plurality of pistons 66 are positioned m cylinders 68 and connected to the crankshaft. A nose or drive shaft 70 on the balance shaft
50 protrudes outside the front of the cylinder block 54 and has a drive gear or sprocket 72 attached to it. The gear 72 is attached in any conventional manner, such as bolt 74. Gear 72 is also oriented to the drive shaft 70 by a slot and key mechanism (not shown) or by any other conventional means. The camshaft 60 and crankshaft 58 also have noses or drive shafts 80 and 82, respectively, which protrude outside the front of the cylinder block 54. Nose 80 of camshaft 60 is secured to drive gear 84 and sprocket 86. The nose 82 of crankshaft 58 is secured to drive sprocket 88. A vibration damper 90 is also preferably attached to the nose 82 of the crankshaft 58. Sprockets 86 and 88 are connected by a conventional drive chain or toothed timing belt 92. Drive gear 84 is meshed with gear 72 on the balance shaft 50.
Sprockets 86 and 88 are both rotated in the same direction by the drive chain or toothed timing belt 92, as shown in Figure 6. The respective sizes and diameters of sprockets 86 and 88 are such that the crankshaft 58 rotates at twice the speed of the camshaft 60.
The meshing of gears 72 and 84 causes tne balance shaft 50 to rotate in a direction opposite to that of the crankshaft and thus counterbalance the vibrations caused by the engine 52. The size and diameters of the gears 84 and 72 determine tne rotational speed of the balance shaft 50. Typically, shaft 50 is rotated at twice the speed of the camshaft 60, and the same speed as the crankshaft 58. The shape and characteristics of a conventional rotating couple- type balance shaft are shown schematically m Figures 7 and 8. As shown Figure 7, the balance shaft 100 has a pair of bearing surfaces 101 and 102, a pair of balance weights 103 and 104 and a connector portion 105. The balance weights 103 and 104 have centers of gravity "CGi" and "CG2, respectively, at the points shown. The balance shaft 100 rotates about a central longitudinal axis 106. As shown, the balance weights 103 and 104 are on opposite sides of the axis 106. The cross-sectional shapes of the balance weights 103 and 104 can be of any cross- section, but typically are "circular segment" shaped, where the straight inside edge of the weight represents constant contribution to unbalance within the section.
The balance shaft's unbalance couple "Cu", required to offset that of the engine is based on the masses and geometry of the engine. This is calculated by conventional methods known in the art. The unbalance couple can be expressed by the equation
Cu = RiWi + LR2W2
where L is one-half the length or distance between the centers of gravity CG:-CG2 of the balance weights, R and R2 are the distances from the axis of rotation 106 to the centers of gravity of the balance weights, and W: and W are the masses or weights of the balance weights. These distances and weights are expressed in the diagram shown in Figure 8.
When the engine is designed, the dimensions of the cavity for placement of the balance shaft are determined. In this regard, the length between the bearings which house the bearing surfaces 101 and 102 is determined, together with the clearance boundary radius/radii of the balance shaft. The shape and configuration of the balance shaft is constrained within these boundaries. As a result, accordance with equation (1) set forth above, if it is desired to decrease the weights W of the balance weights, then the distances L or R can vary to the extent permitted by the boundary conditions m order to meet the requisite couple Cu for the engine.
A rotating couple-type balance shaft 50 made in accordance with the present invention is shown m Figures 9 and 10. The balance shaft 50 has a pair of bearing surfaces 111 and 112, a pair of balance weights 113 and 114 and a central connector portion 115 which extends between the balance weights. The balance shaft rotates about a longitudinal axis 118.
The balance weights 113 and 114 may have curved or straight gusset portions 120 and 122 which are used to integrally connect the balance weights to the bearing surfaces 111 and 112, respectively. These add strength to the structure.
Surfaces 111 and 112 on the ends of tne balance shaft are manufactured in order to allow proper fitting in bearings 124 and 126, respectively, in the engine (as shown m Figure 5) . When the balance shaft 50 is mounted in the engine 52, bearings 124 and 126 are positioned to allow the balance shaft to rotate freely. The nose 70 of the balance shaft 50 is positioned at one end of the balance shaft and is configured to extend outside the cylinder block 54 and be connected to the drive gear 72, as discussed above. As indicated earlier, the drive gear 72 rotates the balance shaft 50 in the direction and at the speed desired for the engine.
Although the drawings and above description disclose that the balance shaft is mounted m the engine by bearings positioned at the two ends of the balance shaft, it is also possible to position the bearings at intermediate positions spaced from the ends of the shaft, for example within the length of the balance weights. Further, more or less than two bearings can be provided.
Surface 128 of balance weight 113 and surface 130 of balance weight 114 are manufactured to have a curved surface. As shown m Figure 10, the curves of the surfaces 128 and 130 also allow the sides of the balance weights 113 and 114 to form curves which taper from the bearing surfaces 111 and 112 toward the connector portion 115.
In accordance with the present invention, the surfaces 128 and 130 are formed as hyperbolic curves, or approximations of hyperbolic curves. This feature is better shown in Figure 11. In that Figure, one half of balance shaft 50 is shown superimposed on an X-Y grid. The axis of rotation 118 of the balance shaft is aligned along the X-axis, and the intersection of the X and Y axes is positioned at the center P of the couple. As shown, the curve of the surface 130 of balance weight 114 is formed along a hyperbola m accordance with the equation:
(X) x (Y) = C (2) _-2„2_
The desired output of the rotating couple- type shaft is a pure couple of specific magnitude. This output requires that both unbalances (Rι)x(Wx) and (R2)x(W2) be equal, or a couple plus a residual unbalance will result. Thus the "half moment" distance L can be defined, in simplification (for purposes of discussion and as shown in Figures 7 and 8) of the more general equations summing forces and moments, as also equal for each side, namely the axial distance from one CG to point P midway between the CG ' s .
Disregarding, also for purposes of simplifying the discussion, the unbalance contributions due to connector portions, gussets, and the like, it may be seen that the contribution to the magnitude of the rotating unbalance couple made by any element of mass within the balance weight is a function of that element's location, specifically the product of its axial distance from the centerlme of the unbalance couple and its radial distance from the shaft's rotational centerlme, when viewed normal to the plane of the unbalance couple as m Figures 7, 9 and 11. From this, it can be seen that locations with an (X)x(Y) product greater than a reference value "C" represent more efficient use of material than locations having lesser products. Therefore, m order to secure mass reduction for balance shafts of the rotating couple-type in accordance with the present invention, mass (balance weight material not dedicated to structural purposes such as connector portions, gussets and the like) is relocated from low (X)x(Y) product locations to more efficient locations having products greater than or equal to a reference value "C" . A general representation of this relocation is shown in Figure 12. In that Figure, the profile of a typical rectangular counterweight 114 ' is indicated by the reference numeral 119. The balance shaft rotates around axis 118 and has a connector portion 115. The inefficient portion 121 of the counterweight mass is situated below the envelope or area defined by hyperbolic curve C. In accordance with the present invention, the inefficient mass portion 121 is effectively relocated to position 123 above the hyperbolic curve C on the balance shaft in order to provide the required unbalance moment with less material .
The preferred mode for the present invention for rotating couple-type shafts is to add or subtract material uniformly along the full length of the side elevation hyperbolic surfaces defined by the equation
(X)x(Y)=C, or Y=C/X. The value of C is adjusted until the target unbalance couple magnitude is reached and after a full utilization of the clearance boundary radius/radii has been made.
In cases where a single radius defines the clearance boundary envelope, the balance shaft will be symmetrical (except for the effects of differences in features dedicated to structural purposes) , having common C value for both of the balance weights. Where clearance boundary conditions differ, i.e., where multiple radii define different envelope sizes or shapes for the two balance weights, mass optimization will involve use of differing values for C in order to equate (R)x(W) unbalances between the two balance weights. The differing C values will result m differing CG locations, thus influencing the distance between CG's, and hence the value of distance L, which is a determinant in the unbalance moment's magnitude. In this case of differing boundary conditions, it will be necessary to determine the distinctly different C values that will provide for the target unbalance couple magnitude while fully utilizing the clearance boundary envelope, in order to avoid any residual unbalance which would result from unequal (R)x(W) unbalance values.
It is preferred that the shape of the surface 130 be a curve of a true hyperbola (as shown in Figures 11 and 13) . In Figure 13, the hyperbolic shape is shown by phantom line H which is a continuation of the curve which forms surface 130 on balance weight 114.
It is also possible in accordance with tne present invention, however, for the surface 130 to have a shape that is a reasonable approximation of a hyperbolic curve. Examples of these are shown m Figures 14-18. For example, as shown Figure 14, the surface 130a has a generally curved surface. Surface 130a is formed as part of a large circle having radius RL. In Figure 15, a series of straight line segments 130b are used to approximate the hyperbolic shape. In this regard, although three straight line segments are shown in Figure 15 approximating a hyperbolic curve, it is understood that any number of straight line segments could be utilized.
In Figure 16, the curved surface 130c is formed from a combination of a straight line 131 and a curved line 132. In this regard, the curved portion 132 is formed as a part of a small circle having radius - b -
Rs. As shown in Figure 17, the curved surface 13 Od is formed as a truncated hyperbola 133 with a blunt end portion 135. Also, m Figure 18, the hyperbolic curve is approximated by a series of straight lines 130e and has a truncated or blunt end 137. It is understood that the blunt end portion 137 can be used with any of the previous contour variations. A blunt end 137 can be provided, for example, due to manufacturing and/or design considerations. Moreover, it is also possible that the shape of surface 130 could be a portion of another geometric figure, such as a portion of a parabola or an ellipse, and still constitute a reasonable approximation of a hyperbolic curve or shape. As stated above, in accordance with the present invention, the curved shape of the balance weight allows the product of the length L which extends from couple midpoint P to the centers of gravity CGi and CG2 of the balance weights and the radii Rx and R2 to the CG's (see Figures 7 and 8) , to be maximized by means of material distribution along the hyperbolic surface 130, thus avoiding inefficiently located material which would fall below the threshold of "equal efficiency," i.e., having constant contribution to unbalance. (This is shown in Figure 12 where the curve is designated by the letter C.) This in turn allows the mass or weight W of the balance weights to be minimized.
The particular curve actually utilized for the balance weights of the balance shaft, such as curve
C2 which forms surface 130 Figure 11, is selected in accordance with the length and weight parameters afforded by the engine's clearance envelope and the correcting couple needed. In this regard, as shown Figure 11, a balance weight having a curved surface along curve Ci would provide a lower unbalance moment, while curve C3 a greater unbalance moment, than curve C2. The needed unbalance couple is thus obtained by means of the appropriate value (s) for constant C, thus avoiding unnecessary weight or mass.
Also in accordance with the present invention, the cross-sectional size and shape of the connector portion 115 is optimized for given load conditions in order to minimize its mass and thus the weight of the balance shaft 50. Figures 19, 20 and 21 illustrate a preferred shape of the connector portion 115 of the balance shaft 50 shown in Figures 9 and 10.
As shown in Figures 19-21, the sides 140 and 142 of the connector portion 115 are recessed or shaped in a concave manner. This lightens or reduces the weight of the balance shaft without significantly reducing its resistance to bending m the plane of balance weight centrifugal loading. Essentially, the cross-sectional shape of the connector portion 115 has a generally "I-beam" shape. This maximizes the section modulus in the direction of the centrifugal loads. This in turn minimizes the peak stress for a given amount of material usage. Alternatively, only one recess could be provided m the connector portion.
Figure 21 shows a cross-sectional view of the balance shaft 50 including a portion of the connector portion 115 and a portion of the balance weight 114. As shown, the weight or mass of the balance shaft is distributed over a wider area to maintain section modulus and avoid stress concentrations. It is clear that other cross-sectional shapes and proportions for the connector portions 115 and transition areas to the balance weights 114 can be utilized in accordance with the present invention.
Figures 22-27 illustrate additional embodiments of static unbalance-type balance shafts in accordance with the present invention. In two of these embodiments, the inner surfaces of the balance weights have a hyperbolic shape or a reasonable approximation thereof, for efficient mass usage, while in all cases the connector portions preferably are essentially "I- beam" shapes for bending stiffness maximization. The bearing journals also preferably have small ldeally- sized diameters to minimize friction while assuring reliability.
In the embodiment shown in Figure 22, a balance shaft 150 is provided which is an improvement over known single unbalance-type balance shafts. The balance shaft 150 has a pair of journal members 152 and 154, a large balance weight 156, a small unbalance weight 157, and a connector portion 158. The balance weights 156 and 157 have surfaces 160 and 161 respectively which are formed in the shape of a hyperbolic curve or a reasonable approximation thereof. These shapes are the same as those on the hyperbolically-shaped balance shafts discussed above with respect to the rotating couple-type balance shafts. Such shaped balance weights minimize mass and the cost of adding dynamic unbalance to the balance shaft order to relocate the EPSUB and thus avoid tne complications inherent to the need to distribjte unbalance mass on both sides of an ideally sized principal (engine center bulkhead area) bearing journal. The hyperbolic surfaces may be defined by the relationship Ys = C/ (Xs - a) as illustrated m Figure 23, where variable "Xs" and constant "a" originate from the EPSUB location "E" where the sum of unbalance moments equals zero, or in other words only the (residual) static unbalance force can be seen to act. "C" is a constant which is adjusted as defined above to achieve a target magnitude for the dynamic unbalance couple. "P" is the axial location of the centerlme of the "pure couple, " or dynamic unbalance, while EPSUB location "E" is the axial location where
∑ME = 0 = (DiRiWi + D2R2W2) . Summing unbalance reactions will show that the magnitude of the (residual) static unbalance, which remains after the cancellation effects of the opposed dynamic unbalance weights, is the difference between individual balance weight unbalances (neglecting, for purposes of discussion simplicity, the effects of connector portions and the like), or R^ - R2W2. It will also be the difference between bearing reaction forces.
The connector portion 158 has essentially an "I-beam" shape with top and bottom thick ridge portions 162 and 164, respectively, separated by recessed or reduced portions 166. This shape maximizes the bending stiffness of the balance shaft 150. The two journals 152 and 154 each nave diameters optimized for bearing reliability and friction minimization. Their external location enables the manufacturing cost benefits of axial assembly with non-split housing type bearings. The two journals are preferably located in, or adjacent to, the front and central bulkheads of the engine (or, alternatively, in, or adjacent to, the rear and central bulkheads) , thus potentially an advantage to meeting space constraints. The close proximity of the static unbalance portion of the mam counterweight to the central bulkhead where the principal vertical shaking forces are to be applied, allows for the "rotating couple" portion of the counterweight to be of reasonable proportions. In this regard, the portion of the balance shaft 150 which is designated by the letter "A" may be considered to act as the "static unbalance" portion, while the portion which is designated by the letter "B, " the "pure rotating couple" or dynamic unbalance portion. This "breaking down" of unbalance regions for purposes of visualization has no overall effect on the summing of moments and forces (besides increasing computation time) and serves no perceived computational purpose, but may facilitate understanding of the ability of dynamic unbalance to relocate tne EPSUB.
Figure 24 illustrates a static unbalance-type balance shaft 170 similar to the embodiment shown in Figure 22, but with a third journal located m tne region of the principal counterweight. The balance shaft 170 also has a primary balance weight 176, a secondary balance weight 177, a connector portion 173, _-37 n0_
and a third balance weight 180. Balance weight 176 has a surface 182 which has a substantially hyperbolic shape. The secondary balance weight 177 also preferably has a surface 181 which has a substantially hyperbolic shape. Similarly, the third balance weight 180 has a surface 184 which also preferably has a curved substantially hyperbolic shape. In this regard, the shape of the surfaces 182 and 184, together take the form of a single hyperbolic curve, that is, surface 184 is an extension of the surface 182 and a continuation of the same curve.
The connector portion 178 has a substantially "I-beam" shape, with a pair of enlarged ridge or flange members 186 and 187 and a central recessed web member 188.
Figures 25-28 illustrate still additional embodiments of static unbalance-type balance shafts in accordance with the present invention. In Figure 25, the balance shaft 190 has a pair of journal members 192 and 194, a main balance weight 196 positioned between the journal members, and a second overhung balance weight 198 which extends on the other side of the second journal member 194. An I-beam shaped connector member 200 connects the mam balance weight to the first journal member 192, while providing bending stiffness in the region of the balance weight. A second I-beam shaped structural member 210 connects the second balance weight 198 to the second journal member 194 with high stiffness. Connection member 200 has a pair of ridge or flange members 202 and 204, as well as a central recessed web member 206. The second structural member 210 has a flange member 212 and a recessed central web member 214. As shown in Figure 25 preferably ridge members 202 and 212 of the connector member 200 and 210, respectively, are curved in the longitudinal direction. As shown the Figure 26 cross-section, the upper flange of the connector member 200 is also preferably configured to terminate ad acent to the journal member 192 with largely overlapping sections, so as to maximize structural integrity. The I-beam cross sections of the connector member reduces mass while maintaining high stiffness to bending in the direction of the unbalance loads.
In the embodiment shown in Figure 27, the balance shaft 220 is similar to the shaft 190 shown in Figures 25 and 26. The balance shaft 220 has a pair of journal members 222 and 224, a ma balance weight 226 positioned between the journal members, an overhung balance weight 228, a first connector portion 230 connecting the ma balance weight 226 to the journal members, and a second connector portion 232 connecting the overhung balance weight 228 to the journal member 224. The connector portion 230 has an I-beam shaped cross-sections similar to those described above witn reference to Figures 22-26. The surfaces 227 and 229 of balance weight,
226 and 228, respectively, are tapered in the longitudinal direction of the balance shaft, as shown in Figure 27. These configurations have less mass than the rectangular configurations of the balance weights 196 and 198 m Figure 25 at the same unbalance values, and at the same time maintain solid structural connections to the journal 224. The axial lengtns 11 and L2 of the balance weights 226 and 228 are also greater than the corresponding lengths of the balance weights 196 and 198 m the Figure 25 embodiment.
The elongation of the more effective (toward unbalance creation) outer portion (near clearance boundary radius, when viewed normal to direction of unbalance and axis of rotation) of the balance weights m conjunction with longitudinal tapering of the inner surfaces to maintain equivalent unbalance value serves to reduce mass, while increasing bending stiffness, m the case of the balance weight (s) between journals, and while potentially reducing bearing journal tilt under high speed unbalance loads of the "outrigger" bearing and its adjacent drive means, in the case of the overhung balance weight. To the extent that the moment of unbalance, about the length centerlme of the principal bearing, of the overhung balance weight exceeds that of the balance weight between support bearings, the principal bearing is used as a fulcrum to offset the bending deflection of the shaft between bearings, under high speed operating loads, to the potential straightening of the outrigger journal ana its adjacent drive means, which can be of critical importance in the maintenance of the theoretical, or undeflected, helical contact ratio of drive gears and/or coupling gears as required for quiet operation.
Journal t lt magnitudes are also a design consideration in tne optimization of support bearings, with plain, or journal-type bearings especially susceptible to edge loading which is a principal cause of seizure failures. In Figure 28, the balance shaft 300 has a pair of journal members 302 and 304 a gear journal member 306, a main (or middle) balance weight 308 positioned between the journal members adjacent journal member 302, a second overhung balance weight 310 which extends on the other side of journal member 302, and a thrrd (or "couple") balance weight 312 between the journal members adjacent gear journal member 306. An I-beam shaped connector member 314 connects the mam (or middle) balance weight 308 to the third (or couple) balance weight 312, while providing bending stiffness to unbalance loads. The connector member 314 has a pair of ridge or flange members 320 and 322, as well as a central recessed web member 324. Preferably, the connection member 314 has an I-beam cross-sectional hhape. The second structural member 326 has a flange member 328. The upper flange 320 of the connector member 314 is preferably configured to terminate adjacent to the gear member 306 with largely overlapping sections, so as to maximize structural integrity. As m the case of Figure 24, the elongated
(substantially chordal , closest to the axis) surfaces of middle balance weight 308 and overhung balance weight 310 of the Figure 28 embodiment preferably together take the form of a single hyperbolic curve, that is, surface 316 is an extension of surface 318 and a continuation of the same curve. Additionally, "couple" balance weight 312 utilizes the same hyperbolic formula constant "a" as balance weights 308 and 310 for efficient distribution of material not dedicated to other purposes. This embodiment Figure 28 uses the addition of dynamic unbalance to both relocate the EPSUB to the best location attainable (within space constraints) for the application's noise, vibration and harshness (NVH) criteria for distribution among engine mounts of residual static shaking forces, and to further improve high speed operating shape of the shaft, especially in the vicinity of the gear journal 306. The third (or couple) balance weight, serves to counteract the bending deflection of the shaft between journals under high speed unbalance loads, and thus contributes to maintenance of helical, and thus total, contact ratios of the coupling gearset to assist quiet operation at high speeds as discussed above. Although particular embodiments of the present invention have been illustrated in the accompanying drawings and described in the foregoing detailed description, it is to be understood that the present invention is not to be limited to just the embodiments disclosed, but that they are capable of numerous rearrangements, modifications and substitutions without departing from the scope of the claims hereafter.

Claims

What Is Claimed Is:
1. A static unbalance-type shaft having a first bearing surface adjacent a first end, a second bearing surface adjacent the other end, a balance weight adjacent said first end, and a connector portion connecting said balance weight to said other end, said connector portion having a cross-section with at least one recessed surface.
2. A balance shaft as set forth in claim 1 wherein said cross-section is substantially an I-beam shape with two recessed surfaces.
3. A balance shaft as set forth in claim 2 wherein said connector portion tapers in cross-section along the longitudinal length thereof.
4. A method of optimizing the mass of a static unbalanced- type shaft for a vehicle engine, said shaft having a first bearing surface adjacent a first end, a second bearing surface adjacent the other end, a balance weight adjacent said first end, and a connector portion connecting said balance weight to said otner end, said method comprising the steps of: forming at least one recessed surface on said connector portion.
5. The method of claim 4 further comprising the step of forming said connector portion m a substantially I-beam shape with two recessed surfaces. O 00/12906 _ , c _
Γûá36-
6. The method of claim 4 further comprising the step of forming said connector portion to have a longitudinally tapered cross-section.
7. A static unbalance-type balance shaft having a first bearing surface adjacent a first end, a second bearing surface adjacent to the other end, a first balance weight adjacent said first end, a second balance weight adjacent said other end and positioned on the opposite side of the axis of shaft rotation from said first balance weight, said first balance weight being substantially larger than said second balance weight m order to relocate the effective plane of static unbalance (EPSUB) of said shaft toward said first bearing surface, and a connector portion extending between and overlapping said first and second balance weights, said connector portion having a substantially I-beam shaped cross-section.
8. The static unbalance-type balance shaft as set forth in claim 7 wherein at least said first balance weight has a surface having a substantially hyperbolic curve shape, said surface extending the direction of the longitudinal axis of said shaft.
9. The static unbalance-type balance shaft as set forth m claim 8 wherein the shape of said hyperbolic curve is determined by the formula
Ys = C/(XS - a) _Γûá3, 77_
where "XΞ" is a variable originating from the EPSUB, "a" is a constant originating from the EPSUB, and "C" is a constant which is adjusted to achieve a target magnitude for the dynamic unbalance couple.
10. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface adjacent the other end, a first balance weight adjacent said first end, a second balance weight adjacent said second end, and a connector portion extending between said first and second balance weights, said second balance weight being positioned on the opposite side of said longitudinal axis from said first balance weight, said first balance weight being substantially larger than said second balance weight, said first balance weight having a first longitudinal surface shaped substantially as a first hyperbolic curve, and said second balance weight having a second longitudinal surface shaped substantially as a second hyperbolic curve .
11. The static unbalance-type balance shaft as set forth in claim 10 wherein said first and seccn╬▒ hyperbolic curves are determined by the formula
Ys = C/(Xa - a)
where "Xs" is a variable originating from the EPSUB, "a" is a constant originating from the EPSUB, and "C" is a constant which is adjusted to achieve a target magnitude for the dynamic unbalance couple
12. The static unbalance-type balance shaft as set forth in claim 10 wherein said connector portion overlaps said first aόd second balance weights and has a substantially I-beam cross-sectioned shape.
13. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface adjacent the other end, a first balance weight adjacent one side of said first end, a second cantilevered balance weight adjacent the other side of said first end, a first connector portion extending between said first balance weights and said second bearing surface, and a second connector portion extending between said second balance weight and said first bearing surface, said first balance weight having a first elongated surface slanted in the longitudinal direction, and said second balance weight having a second elongated surface slanted in the longitudinal direction.
14. The static unbalance-type balance shaft as set forth in claim 13 wherein said first connector overlaps said first balance weight and has a substantially I-beam cross-sectional shape.
15. The static unbalance-type balance shaft as set forth in claim 13 wherein said second connector portion overlaps said second balance weight.
16. The static unbalance-type balance shaft as set forth in claim 13 wherein said second connector portion has a substantially I-beam cross-sectional shape .
17. The static unbalance-type balance shaft as set forth in claim 13 wherein said first connector portion is curved in the longitudinal direction.
18. A static unbalance-type balance shaft having a longitudinal axis, a first bearing' surface adjacent a first end, a second bearing surface adjacent the other end, a first balance weight adjacent one side of said first end, a second cantilevered balance weight adjacent the other side of said first end, a first connector portion extending between said first balance weights and said second bearing surface, and a second connector portion extending between said second balance weight and said first bearing surface, at least said first connector portion having a substantially I-beam shaped cross-section.
19. The static unbalance-type balance shaft as set forth in claim 18 wherein both of said first and second portions have substantially I-beam shaped cross- section.
20. The static unbalance-type balance shaft as set forth in claim 18 wherein said first connector portion overlaps said first balance weight.
21. The static unbalance-type balance shaft as set forth in claim 20 wherein said second connector portion overlaps said second balance weight.
22. The static unbalance-type balance shaft as set forth m claim 18 wherein said first connector portion is curved in the longitudinal direction.
23. The static unbalance-type balance shaft as set forth in claim 22 wherein said second connector portion is curved m the longitudinal direction.
24. A system for counterbalancing shaking forces in a four-cylinder internal combustion engine, said engine having a front bulkhead, a central bulkhead, and a rear bulkhead, said system comprising: a. a pair of static unbalanced-type balance shafts having dynamic unbalance to relocate the EPSUB and rotatably positioned between said front bulkhead and said central bulkhead of said engine; b. each of said pair of balance shafts comprising: l) a first journal member rotatably positioned in a bearing adjacent a first, outer bulkhead; ii) a second journal member rotatably positioned in a bearing adjacent said central bulkhead; m) a first balance weight positioned between said first and second journal members and adjacent said second journal member; IV) a second smaller balance weight positioned adjacent said first journal member; v) a first connector member connecting said first balance weight to said first journal member; and vi ) said first connector member having a substantially I-beam shaped cross-section.
25. The system for counterbalancing shaking forces as set forth in claim 24 wherein said first balance weight has a surface with a substantially hyperbolic shape m the direction along the longitudinal axis of said shaft.
26. The system for counterbalancing shaking forces as set forth in claim 25 wherein said second smaller balance weight has a surface with a substantially hyperbolic shape in the direction along the longitudinal axis of said shaft .
AMENDED CLAIMS
[received by the International Bureau on 13 July 1999 (13.07.99); original claims 6-26 replaced by new claims 6-42 remaining claims unchanged (8 pages)]
6. The method of claim 4 further comprising the step of forming said connector portion to have a longitudinally tapered cross-section.
7. A static unbalance-type balance shaft having a first bearing surface adjacent a first end, a second bearing surface adjacent to the other end, a first balance weight adjacent said first end, a second balance weight adjacent said other end and positioned on the opposite side of the axis of. shaft rotation from said first balance weight, said first balance weight being substantially larger than said second balance weight in order to relocate the effective plane of static unbalance (EPSUB) of said shaft at said first bearing surface, and a connector portion extending between and overlapping said first and second balance weights, said connector portion having a substantially I-beam shaped cross-section.
8. The static unbalance-type balance shaft as set forth in claim 7 wherein at least one of said first balance weight or said second balance weight has a surface having a substantially hyperbolic curve shape, said surface extending in the direction of the longitudinal axis of said shaft.
9. The static unbalance-type balance shaft as set forth in claim 8 wherein the shape of said hyperbolic curve is determined by the formula Ys = C/ (Xs - a) , where "Xs" is a variable originating from the EPSUB, "a" is a constant originating from the EPSUB, and "c" is a constant which is adjusted to achieve a target magnitude for the dynamic unbalance couple.
10. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface adjacent a second end, a first balance weight adjacent said first end, a second balance weight adjacent said second end, and a connector portion extending between said first and second balance weights, said second balance weight being positioned on the opposite side of said longitudinal axis from said first balance weight, said first balance weight being substantially larger than said second balance weight at least one of said first balance weight or said second balance weight having a longitudinal surface shaped substantially as a hyperbolic curve.
11. The static unbalance-type balance shaft as set forth in claim 10 wherein said hyperbolic curve is determined by the formula
Ys = C/(XS - a)
where "Xs" is a variable originating from the EPSUB, "a" is a constant originating from the EPSUB, and "c" is a constant which is adjusted to achieve a target magnitude for the dynamic unbalance couple.
12. The static unbalance-type balance shaft as set forth in claim 10 wherein said connector portion overlaps said first and second balance weights.
13. The static unbalance-type balance shaft as set forth in claim 8 wherein at least one portion of one of said elongated surfaces comprises a straight line segment.
14. The static unbalance-type balance shaft as set forth in claim 8 wherein at least one portion of one of said elongated surfaces comprises a curved portion with a constant radius.
15. The static unbalance-type balance shaft as set forth in claim 8 wherein at least one of said elongated surfaces includes a truncated portion.
16. The static unbalance-type balance shaft set forth in claim 10 wherein at least one portion of one of said elongated surfaces comprises a straight line segment.
17. The static unbalance-type balance shaft as set forth in claim 10 wherein at least one portion of one of said elongated surface comprises a curved portion with a constant radius.
18. The static unbalance-type balance shaft as set forth in claim 10 wherein one of said elongated surface includes a truncated portion.
19. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface adjacent to the other end, a first balance weight adjacent said first end, a second balance weight adjacent said second end, and a connector portion extending between said first and second balance weights, said second balance weight being positioned on an opposite side of said longitudinal axis from said first balance weight, said first balance weight being substantially larger than said second balance weight, and at least one of said first balance weight or said second balance weight having an elongated surface slanted in the longitudinal direction.
20. The static unbalance-type balance shaft as set forth in claim 19 wherein both said first and second balance weights have an elongated surface slanted in the longitudinal direction.
21. The static unbalance-type balance shaft as set forth in Claim 19 wherein said connector portion overlaps said first and second balance weights and has a substantially I-beam cross-sectional shape.
22. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface disposed from said first bearing surface and positioned away from a second end, a first balance weight positioned between said first bearing surface and a first side of said second bearing surface, a second cantilevered balance weight positioned on a second side of said second bearing surface, said first balance weight and said second balance weight being positioned on the same side of said longitudinal axis, a connector portion overlapping and extending from said first balance weight to said first bearing surface, said connector portion having a substantially I-beam shaped cross-section.
23. The static unbalance-type balance shaft as recited in claim 22 wherein said connector portion tapers in cross-section along the longitudinal length thereof.
24. The static unbalance-type balance shaft as recited in claim 22 wherein said connector portion is curved in the longitudinal direction.
25. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface disposed from said first bearing surface and positioned away from a second end, a first balance weight positioned between said first bearing surface and a first side of said second bearing surface, a second cantilevered balance weight positioned on a second side of said bearing surface, said first balance weight and said second balance weight being positioned on the same side of said longitudinal axis, a connector portion extending between said first bearing surface and said first balance weight, said connector portion having a substantially I-beam shaped cross-section, wherein at least one of said first or second balance weights has an elongated surface that is tapered along said longitudinal axis .
26. The static unbalance-type balance shaft as recited in claim 25 wherein both said first balance weight and said second cantilevered balance weight have an elongated surface which is tapered along said longitudinal axis .
27. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface adjacent a first end, a second bearing surface adjacent a second end, a third bearing surface disposed between said first bearing surface and said second bearing surface, a first balance weight positioned between said first bearing surface and said third bearing surface, a second balance weight positioned between said second bearing surface and said third bearing surface, and positioned adjacent said third bearing surface, a third balance weight adjacent said second bearing surface, and a connector portion extending between said second balance weight and said third balance weight, said third balance weight being positioned on the opposite side of said longitudinal axis from said first and second balance weights, said connector portion having a substantially I-beam shaped cross-section.
28. The static unbalance-type balance, shaft of claim 27 wherein at least one of said second balance weight or said third balance weight has an elongated longitudinal surface shaped substantially as a hyperbolic curve.
29. The static unbalance-type balance shaft of claim 28 wherein at least one portion of either of said elongated surfaces comprises a straight line segment.
30. The static unbalance-type balance shaft of claim 28 wherein at least one portion of either of said elongated surfaces comprises a curved portion with a constant radius .
31. The static unbalance-type balance shaft of claim 28 wherein either of said elongated surfaces includes a truncated portion.
32. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface disposed away from a first end, a second bearing surface adjacent a second end, a first cantilevered balance weight disposed between said first end and said first bearing surface, a second balance weight adjacent said first bearing surface, a third balance weight adjacent said second bearing surface, and a connector portion overlapping and extending between said second balance weight and said third balance weight, said third balance weight being positioned on the opposite side of said longitudinal axis from said first and second balance weights and said connector portion having a substantially I-beam shaped cross-section.
33. The static unbalance-type balance shaft of claim 32 wherein at least one of said first balance weight, said second balance weight, or said third balance weight has a longitudinal surface shaped substantially as a hyperbolic curve.
34. The static unbalance-type balance shaft of claim 33 wherein at least one portion of any of said longitudinal surfaces comprises a straight line segment slanted in the longitudinal direction.
35. The static unbalance-type balance shaft of claim 33 wherein at least one portion of any of said longitudinal surfaces comprises a curved portion with a constant radius .
36. The static unbalance-type balance shaft of claim 33 wherein any of said longitudinal surfaces includes a truncated portion.
37. A static unbalance-type balance shaft having a longitudinal axis, a first bearing surface disposed away from a first end, a second bearing surface adjacent a second end, a first cantilevered balance weight disposed between said first end and said first bearing surface, a second balance weight adjacent said second bearing surface, and a connector portion extending between said first bearing surface and said second balance weight, said second balance weight being positioned on the opposite
A M E N D E D S H E E T (A R T 1 C L E 19) said of said longitudinal axis from said first balance weight .
38. The static unbalance-type balance shaft of claim 37 wherein said connector portion has a substantially I-beam cross-section.
39. The static unbalance-type balance shaft of claim 37 wherein at least one of said first and second balance weights has a longitudinal surface shaped substantially as a hyperbolic curve.
40. The static unbalance-type balance shaft of claim 39 wherein at least one portion of any of said longitudinal surfaces comprises a straight a line segment slanted in the longitudinal direction.
41. The static unbalance-type balance shaft of claim 39 wherein at least one portion of any of said longitudinal surfaces comprises a curved portion with a constant radius.
42. The static unbalance-type balance shaft of claim 39 wherein any of said longitudinal surfaces includes a truncated portion.
EP99905822A 1998-02-14 1999-02-06 High value static unbalance-type balance shafts Ceased EP1053407A4 (en)

Applications Claiming Priority (3)

Application Number Priority Date Filing Date Title
US7512798P 1998-02-14 1998-02-14
US75125P 1998-02-14
PCT/US1999/002601 WO2000012906A1 (en) 1998-02-14 1999-02-06 High value static unbalance-type balance shafts

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US10663033B2 (en) * 2017-07-12 2020-05-26 American Axle & Manufacturing, Inc. Balance shaft having reduced mass and inertia

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DE19726922A1 (en) * 1996-07-09 1998-01-15 Simpson Ind Inc Balance shafts with minimal mass

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JPS57195944A (en) * 1981-05-29 1982-12-01 Yamaha Motor Co Ltd Balancer device of internal combustion engine
US4819505A (en) * 1986-02-19 1989-04-11 Mazda Motor Corporation Balancer shafts for use in multicylinder engines
US4741303A (en) * 1986-10-14 1988-05-03 Tecumseh Products Company Combination counterbalance and oil slinger for horizontal shaft engines
JPH04331841A (en) * 1991-04-30 1992-11-19 Nissan Motor Co Ltd Balancer device for engine

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DE19726922A1 (en) * 1996-07-09 1998-01-15 Simpson Ind Inc Balance shafts with minimal mass

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Title
See also references of WO0012906A1 *

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