WO1991017078A1 - Bicycle electronic transmission control system - Google Patents

Bicycle electronic transmission control system Download PDF

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Publication number
WO1991017078A1
WO1991017078A1 PCT/US1991/002948 US9102948W WO9117078A1 WO 1991017078 A1 WO1991017078 A1 WO 1991017078A1 US 9102948 W US9102948 W US 9102948W WO 9117078 A1 WO9117078 A1 WO 9117078A1
Authority
WO
WIPO (PCT)
Prior art keywords
control system
cadence
gear
bicycle
derailleur
Prior art date
Application number
PCT/US1991/002948
Other languages
French (fr)
Inventor
Stephen Bellio
Gerald P. Eidelman
Original Assignee
E.B.T., 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 E.B.T., Inc. filed Critical E.B.T., Inc.
Priority to DE69129656T priority Critical patent/DE69129656T2/en
Priority to CA002082401A priority patent/CA2082401C/en
Priority to JP3509021A priority patent/JPH10511621A/en
Priority to EP91909205A priority patent/EP0527864B1/en
Publication of WO1991017078A1 publication Critical patent/WO1991017078A1/en
Priority to US07/946,379 priority patent/US5356348A/en
Priority to US08/289,087 priority patent/US5569104A/en

Links

Classifications

    • BPERFORMING OPERATIONS; TRANSPORTING
    • B62LAND VEHICLES FOR TRAVELLING OTHERWISE THAN ON RAILS
    • B62MRIDER PROPULSION OF WHEELED VEHICLES OR SLEDGES; POWERED PROPULSION OF SLEDGES OR SINGLE-TRACK CYCLES; TRANSMISSIONS SPECIALLY ADAPTED FOR SUCH VEHICLES
    • B62M9/00Transmissions characterised by use of an endless chain, belt, or the like
    • B62M9/04Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio
    • B62M9/06Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like
    • B62M9/10Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like involving different-sized wheels, e.g. rear sprocket chain wheels selectively engaged by the chain, belt, or the like
    • B62M9/12Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like involving different-sized wheels, e.g. rear sprocket chain wheels selectively engaged by the chain, belt, or the like the chain, belt, or the like being laterally shiftable, e.g. using a rear derailleur
    • B62M9/121Rear derailleurs
    • B62M9/122Rear derailleurs electrically or fluid actuated; Controls thereof
    • BPERFORMING OPERATIONS; TRANSPORTING
    • B62LAND VEHICLES FOR TRAVELLING OTHERWISE THAN ON RAILS
    • B62MRIDER PROPULSION OF WHEELED VEHICLES OR SLEDGES; POWERED PROPULSION OF SLEDGES OR SINGLE-TRACK CYCLES; TRANSMISSIONS SPECIALLY ADAPTED FOR SUCH VEHICLES
    • B62M25/00Actuators for gearing speed-change mechanisms specially adapted for cycles
    • B62M25/08Actuators for gearing speed-change mechanisms specially adapted for cycles with electrical or fluid transmitting systems
    • BPERFORMING OPERATIONS; TRANSPORTING
    • B62LAND VEHICLES FOR TRAVELLING OTHERWISE THAN ON RAILS
    • B62MRIDER PROPULSION OF WHEELED VEHICLES OR SLEDGES; POWERED PROPULSION OF SLEDGES OR SINGLE-TRACK CYCLES; TRANSMISSIONS SPECIALLY ADAPTED FOR SUCH VEHICLES
    • B62M9/00Transmissions characterised by use of an endless chain, belt, or the like
    • B62M9/04Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio
    • B62M9/06Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like
    • B62M9/10Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like involving different-sized wheels, e.g. rear sprocket chain wheels selectively engaged by the chain, belt, or the like
    • B62M9/12Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like involving different-sized wheels, e.g. rear sprocket chain wheels selectively engaged by the chain, belt, or the like the chain, belt, or the like being laterally shiftable, e.g. using a rear derailleur
    • BPERFORMING OPERATIONS; TRANSPORTING
    • B62LAND VEHICLES FOR TRAVELLING OTHERWISE THAN ON RAILS
    • B62MRIDER PROPULSION OF WHEELED VEHICLES OR SLEDGES; POWERED PROPULSION OF SLEDGES OR SINGLE-TRACK CYCLES; TRANSMISSIONS SPECIALLY ADAPTED FOR SUCH VEHICLES
    • B62M9/00Transmissions characterised by use of an endless chain, belt, or the like
    • B62M9/04Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio
    • B62M9/06Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like
    • B62M9/10Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like involving different-sized wheels, e.g. rear sprocket chain wheels selectively engaged by the chain, belt, or the like
    • B62M9/12Transmissions characterised by use of an endless chain, belt, or the like of changeable ratio using a single chain, belt, or the like involving different-sized wheels, e.g. rear sprocket chain wheels selectively engaged by the chain, belt, or the like the chain, belt, or the like being laterally shiftable, e.g. using a rear derailleur
    • B62M9/131Front derailleurs
    • B62M9/132Front derailleurs electrically or fluid actuated; Controls thereof
    • BPERFORMING OPERATIONS; TRANSPORTING
    • B62LAND VEHICLES FOR TRAVELLING OTHERWISE THAN ON RAILS
    • B62MRIDER PROPULSION OF WHEELED VEHICLES OR SLEDGES; POWERED PROPULSION OF SLEDGES OR SINGLE-TRACK CYCLES; TRANSMISSIONS SPECIALLY ADAPTED FOR SUCH VEHICLES
    • B62M25/00Actuators for gearing speed-change mechanisms specially adapted for cycles
    • B62M2025/003Actuators for gearing speed-change mechanisms specially adapted for cycles with gear indicating means, e.g. a display
    • YGENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10TTECHNICAL SUBJECTS COVERED BY FORMER US CLASSIFICATION
    • Y10T74/00Machine element or mechanism
    • Y10T74/20Control lever and linkage systems
    • Y10T74/20012Multiple controlled elements
    • Y10T74/20018Transmission control
    • Y10T74/2003Electrical actuator
    • YGENERAL TAGGING OF NEW TECHNOLOGICAL DEVELOPMENTS; GENERAL TAGGING OF CROSS-SECTIONAL TECHNOLOGIES SPANNING OVER SEVERAL SECTIONS OF THE IPC; TECHNICAL SUBJECTS COVERED BY FORMER USPC CROSS-REFERENCE ART COLLECTIONS [XRACs] AND DIGESTS
    • Y10TECHNICAL SUBJECTS COVERED BY FORMER USPC
    • Y10TTECHNICAL SUBJECTS COVERED BY FORMER US CLASSIFICATION
    • Y10T74/00Machine element or mechanism
    • Y10T74/20Control lever and linkage systems
    • Y10T74/20012Multiple controlled elements
    • Y10T74/20018Transmission control
    • Y10T74/20037Occupant propelled vehicle

Definitions

  • the present invention relates to a retrofittable, electronic, fully automatic gear shifting control system for multi-gear bicycles.
  • Bicycling is most efficient when the rider maintains a constant number of crank revolutions per minute in spite of changing bicycle speed or changing terrain over which the bicycle is traveling.
  • a term "cadence" means the number of crank revolutions per minute or any other cyclic measurement of the rider's activity.
  • a rider generally desires to maintain a cadence that is appropriate for his or her level of physical ability.
  • the rider must make a small adjustment to the position of the front derailleur whenever the rear derailleur position is changed in order to compensate for the varying chain angle between the rear sprockets and the front chainrings as different gears are selected.
  • Bike-O-Matic Ltd., of Eagleville, Pennsylvania.
  • tension placed on the chain due to the rider's pedal effort is used to control shifting.
  • High chain tension causes the derailleur to shift the gears into a lower gear
  • lower chain tension causes the derailleur to shift the gears into a higher gear. Shifting into a lower gear effectively increases the rider's cadence, while shifting into a higher gear effectively decreases the rider's cadence.
  • One problem with the Bike-O-Matic transmission is that it is a mechanical system that relies on chain tension. During the transition from one gear to another, there is a relatively slow actuation of the derailleur.
  • the Bike-O-Matic system relies on chain tension, it doesn't help the rider to maintain his or her preferred cadence. For example, on bicycles with multiple front chain rings of different sizes, much greater pedal force would be required to maintain the same chain tension when the rider is using a larger chainring as compared to a smaller chainring. This is because the moment arm of the larger chainring is greater.
  • Using chain tension to control gear shifting can cause shifting at inopportune times, so there could in fact be times when the system will shift gears when the rider does not desire to do so.
  • Browning Electronic Acushift Transmission manufactured by SunTour.
  • the Browning Transmission electrically shifts the chain using hinged chainring sections.
  • One limitation of the Browning Transmission is that it is designed for use only on the front chainrings of a bicycle.
  • the Browning Transmission is designed for use only on the front chainrings of a bicycle.
  • Browning Transmission does not use a derailleur, but rather uses a special set of chainrings and electrical controls. Consequently, it is difficult to retrofit t his system onto multi-gear bicycles which use
  • an object of the present invention is to provide a control system for a human-powered vehicle, such as a bicycle that controls gear shifting so as to maintain a cadence within user-selected limits.
  • Another object of the invention is to provide a control system for a bicycle that maintains a cadence within user-selected limits over a wide range of bicycle speeds and bicycle gear ratios.
  • Another object of the present invention is to provide a control system for a bicycle that controls gear shifting automatically so as to maintain a cadence within user-selected limits thereby enhancing rider efficiency and safety.
  • a further object of the invention is to provide a control system for a bicycle that controls gear shifting automatically and that is retrofittable to a wide range of conventional multi-gear bicycles which use
  • the system can operate in a manual, semi-automatic, or fully automatic mode, and can be installed on any conventional bicycle frame. All bicycles include means for transmitting rotational torque generated by a rider to at least one wheel.
  • the means for transmitting power includes, for example, the front chainrings, the chain itself, and the roar sprockets on the bicycle.
  • This invention includes a means for adjusting the transmitting means in order to change gear ratios on the bicycle.
  • the adjusting means includes actuators and shift arms which cooperate to deflect the bicycle's shift cables from their normal rest position to effect gear
  • the invention further includes a data
  • the data processor which may be a microprocessor or the like.
  • the data processor In the manual mode of operation, the data processor has previously stored the correct positions for the shift arms for each gear on the bicycle. The rider uses handlebar switches to instruct the data processor to perform a gear shift.
  • the actuators and shift arms move the front and rear derailleur shift cables as required to shift gears.
  • Position sensors detect the position of the shift arms and provide a feedback signal to the data processor indicating the current position of the
  • the invention thus provides closed loop control of the positions of the front and rear
  • the data processor calculates a cadence from the bicycle's current speed and gear ratio.
  • the system continuously compares the calculated cadence with a set of
  • the system has additional modes of operation which include calibration modes for calibrating the positions of the front and rear deraille for each gear,
  • semi-automatic mode of operation in which the system calculates the theoretical cadence from the current bicycle speed and gear ratio, and signals the rider to upshift or downshift if the calculated cadence is outside the predetermined limits selected by the rider.
  • FIG. 1 is a side view of a bicycle with a first embodiment of the electronic transmission control system of the present invention installed thereon;
  • FIG. 1A is a partial end view taken in the direction of line 1A-1A in FIG. 1 illustrating the motion of the rear derailleur during gear changing operations.
  • FIG. 2 is a side view of the bicycle
  • FIG. 3 is a perspective view of the bicycle and electronic transmission control system of FIG. 1;
  • FIG. 4 is a perspective view of the bicycle and electronic transmission control system of FIG. 3 in greater detail;
  • FIG. 5 is a cross-sectional view taken along the line 2-2 in FIGS. 1 and 2 showing the shift arms and gear position sensors used in the bicycle transmission control system of FIG. 1;
  • FIG. 6 is a plan view of the control module used in the bicycle transmission control system of FIG. 1;
  • FIG. 7 is a flow chart illustrating the processing steps carried out by the electronic bicycle transmission control system of FIG. 1 in the front derailleur
  • FIG. 8 is a flow chart illustrating the processing steps carried out by the electronic bicycle transmission control system of FIG. 1 in the rear derailleur
  • FIG. 9 is a flow chart illustrating the processing steps carried out by the electronic bicycle transmission control system of FIG. 1 in the semi-automatic mode
  • FIG. 10 is a flow chart illustrating the processing control system of FIG. 1 in the fully automatic mode
  • FIG. 11 is a side view of a bicycle with an
  • FIGS. 1-10 alternate embodiment of the electronic transmission control system illustrated in FIGS. 1-10 installed thereon;
  • FIG. 12 is a perspective view of the bicycle and electronic transmission control system of FIG. 11.
  • FIG. 13 is a cross sectional view taken along the line 13-13 in FIGS. 11 and 12 of the linear actuator used in the alternate embodiment of the invention illustrated in FIGS. 11 and 12.
  • FIGS. 1-6 illustrate the electronic bicycle transmission control system of the present invention installed or retrofitted onto a conventional ten-speed bicycle 20.
  • a typical bicycle 20 includes a frame 300 having a head tube 302, a down tube 18, a seat tube 40, seat stays 304 and chainstays 306.
  • a seat 308 is attached to the distal end of seat tube 40.
  • a handlebar 80 is mounted onto h ead tube 302.
  • a front wheel 31 0 is rotatably mounted to front forks 312, which are in turn connected to handlebar 80 through head tube 302.
  • a rear wheel 314 is rotatably mounted to seat stays 304 and chainstays 306.
  • the bicycle 20 additionally includes rear sprockets 316, rear derailleur 318, front chainrings 320, front
  • the control system of the present invention which is retrofitted onto bicycle 20 includes shift arms 10 and 12 which are used to move the rear and front
  • Shift arms 10 and 12 pivot about shift arm position sensors 14 and 16 that are in turn clamped to the down tube 18 of the bicycle 20.
  • Actuators 22, 24 are connected respectively to shift arms 10 and 12 for changing the position of shift arms 10 and 12 to effectuate the gear changing operation.
  • the present invention additionally includes a cadence sensor 26, which senses the rider's actual cadence.
  • Cadence sensor 26 may be one of a variety of commercially available types, such as a magnetic, optical, or mechanical type sensor.
  • a preferred sensor is one which employs a magnetic reed switch. This type of sensor uses a magnet mounted to one of the bicycle cranks and a switching element mounted to the bicycle frame. During each revolution of the crank, the magnet passes by the switching element causing a digital pulse to be generated.
  • the invention also includes a wheel s ensor 28 which is used to sense the speed of rotation
  • Wheel sensor 28 may be one of a variety of commercially available types, such as a magnetic, optical, or mechanical type sensor.
  • a preferred sensor is one which employs a magnetic reed switch and operates in the same manner as the cadence sensor.
  • Data supplied by wheel sensor 28, cadence sensor 26, and gear position sensors 14, 16 are supplied to a data processing unit 32 which performs computations to determine cadence, alerts the rider when a gear shift is appropriate, and performs various other control
  • Data processing unit 32 additionally receives inputs from handlebar switches 34 and 36 which the rider uses during calibration and to instruct the system to perform a gear upshift or a gear downshift.
  • Handlebar switches 34 and 36 are conventional magnetic, optical, or mechanical type devices.
  • a preferred switch is a mechanical momentary-action switch.
  • processing unit 32 receives data from cadence sensor 26, wheel sensor 28, and handlebar switches 34, 36 over connections 27, 29, 35, and 37 respectively. These connections may be conventional wires, optical fibers, wireless transmit/receive means, or other means, depending on the type of switch or sensor used. Data processing unit 32 additionally sends control signals to actuators 22, 24 over connections 21, 23, which
  • connections may be conventional wires, optical fibers, wireless transmit/receive means, or other appropriate means.
  • actuation and gear position sensing mechanism including actuators 22, 24, shift arms 10, 12, and position sensors 14, 16 is clamped to the bicycle frame at only two points.
  • the ends of actuators 22, 24 are secured to the bicycle seat tube 40 by clamp 42 at pivot point 44.
  • Position sensors 14, 16 are clamped to the down tube 18 using brackets 92, 94, as illustrated in FIG. 5, which may be clamped to the down tube 18 by using bolts which pass through holes drilled in bosses 96 and nuts to hold the bolts in place.
  • Cadence sensor 26, wheel sensor 28, data processing unit 32, and handlebar switches 34, 36 may be easily attached to the bicycle 20 using
  • actuators 22 and 24 are mounted substantially
  • Actuators 22, 24 may be any electro-mechanical device that produces the motion in shift arms 10 and 12 which is required to effect rapid and precise gear changes.
  • actuators 22, 24 each include a motor which may be, for example, a DC gear motor, and a battery pack which supplies the necessary power for t he motors.
  • Actuators 22, 24 also include rotatable tubular portions 46, 48 which portions rotate clockwise or counterclockwise as driven by the motors housed inside actuators 22, 24.
  • Two threaded shafts 50, 52 extend into the tubular rotatable portions 46, 48 which portions have interior threads that engage the threaded shafts 50, 52.
  • Threaded shafts 50, 52 are connected to brackets 54, 56 and brackets 54, 56 are connected to shift arms 10, 12 at pivot point 58, 60. Shift arms 10 and 12 are configured to provide strength while at the same time eliminating any interference with the
  • shift arms 10 and 12 are bellcranks formed of triangularly shaped planar pieces of a material such as aluminum or steel.
  • Shift control cables 62, 64 which control the position of the front and rear derailleurs (in the case of manual shifting by shift levers 358 mounted on the bicycle down tube or handlebars,) pass between shift arms 10, 12 and brackets 92 and 94 as shown in FIGS. 2 and 5 are in contact with actuation points 66, 68.
  • Position sensors 14, 16, as particularly illustrated in FIG. 5, are contained within brackets 92, 94. Shift cables 62, 64 pass over beveled cable guides 98, 100, respectively. Beveled cable guides 98, 100, position sensors 14, 16, and shift arm brackets 10, 12 are all coaxially disposed about pivot points 102, 104,
  • Beveled cable guides 98, 100 are attached to brackets 92 and 94. Arms A14 and A16 are attached to shift arms 10, 12 and position sensors 14, 16 so that rotation of the shift arms 10, 12 causes position sensors 14, 16, to register the position of the shift arms 1 0 an d 1 2 which in turn registers the position of the rear and front deraille of the bicycle.
  • the position sensors 14, 16 may be one of a variety of commercially available optical or mechanical sensors such as encoders. In a first embodiment of the
  • the position sensors are potentiometers and shift arms 10, 12 are connected to the wiping arm of the potentiometers by arms A14 and A16. Varying resistance of the potentiometers as the shift arms 10, 12 are moved is used to sense rear and front derailleur positions. The position of shift arms 10, 12 (and the resulting position of the rear and front deraille) as sensed by position sensors 14, 16 is transmitted to data
  • Position sensors 14, 16 are used to provide closed loop control of the front and rear derailleur positions.
  • the actuators 22, 24, under control of data processing unit 32 rotate the tubular portions 46, 48 as the chuck of an electric drill is rotated, for example. As shown in FIG. 2, this rotation causes threaded shafts 50, 52 to be moved along the directions indicated by arrows 53A and 53B. The motion of the threaded shafts 50, 52 causes shift arms 10, 12 to move actuation points 66, 68 in an arc along line 72. Shift cables 62, 64 are therefore moved between their rest positions parallel to down tube 18 and the position indicated by dotted lines 74, 76. Shift cables 62, 64 are held against actuation points 66, 68 by return spring tension in the front and rear derailleurs.
  • FIG. 1A there is shown partial end view taken in the direction of line 1-1 in FIG. 1.
  • the rear sprockets include sprockets 316A-316E.
  • Rear derailleur 318 includes pivot joints 360, 362, and 334.
  • a return spring 350 provides spring tension that constantly urges derailleur 318 to a position where the derailleur gears 352 and 354 are in line with rear sprocket 316E.
  • Rear derailleur 318 is effectively biased towards selecting gear 316E.
  • shift arm 10 moves actuation point 66 in an arc along line 72 towards position 74 of shift cable 62. Since shift cable 62 is anchored at one end by the manual shift levers 358 on the bicycle, the movement of actuation point 66 pulls shift cable 62 in a direction indicated by arrow 62A. The other end of the shift cable 62 passes through shift cable housing 356 and is anchored to the rear derailleur at point 358.
  • rear derailleur 318 is moved along a direction indicated by arrow 318A to select one of the rear sprockets 316A-316D. This process can continue until actuation point 66 has moved shift cable 62 to the position indicated by dashed line 74 as particularly illustrated in FIG. 2. In this case, rear derailleur 318 is aligned with rear sprocket 316A. From this position, as threaded shaft 54 is moved in a direction along arrow 53A by the rotation of tubular portion 46, actuation point 66 is moved along arc 72 so that shift cable 62 moves along a direction indicated by arrow 62B as shown in FIG. 2. Return spring 350
  • rear derailleur 318 along a direction indicted by arrow 318B as shown in FlG. 1A to move the chain 324 from rear sprocket 316A to one of the other rear sprockets 316D-316E.
  • the electronic transmission control system of the present invention stores the correct positions for the rear derailleur as programmed by the rider in data processing unit 32. The system only moves rear
  • derailleur 318 in discreet increments equal to the lateral spacing between rear sprockets 316A-316E.
  • handlebar switch 34 is used to instruct the data processing unit 32 to upshift to the next higher gear in order to decrease the gear ratio (and decrease the rider's cadence) while handlebar switch 36 is used to instruct data processing unit 32 to downshift to the next lower gear in order to increase the gear ratio (and increase the rider's cadence).
  • handlebar switch 36 is used to instruct data processing unit 32 to downshift to the next lower gear in order to increase the gear ratio (and increase the rider's cadence).
  • handlebar switch 36 is used to instruct the data processing unit 32 to upshift to the next higher gear in order to decrease the gear ratio (and decrease the rider's cadence)
  • handlebar switch 36 is used to instruct data processing unit 32 to downshift to the next lower gear in order to increase the gear ratio (and increase the rider's cadence).
  • Data processing unit 32 is clamped to handlebar 80 using bracket 84. As shown in FIG. 6, data processing unit 32 has various control switches which operate to control the electronic bicycle transmission control system. Data processing unit 32 contains a
  • microprocessor a memory for storing shifting programs as well as user entered data, and analog to digital converters for converting the data from position sensors 14, 16 into a form that can be processed by the
  • Data processing unit 32 is also a microprocessor.
  • Data processing unit 32 is also a microprocessor.
  • Data processing unit 32 also contains a display 82 which may be, for example, a liquid crystal or vacuum fluorescent type of display. Display 82 is used to provide a visual indication to the rider of various parameters, such as the rider's cadence, the current gear ratio, current bicycle speed, elapsed time, etc.
  • Mode switch 86 is used to cycle data processing unit 32 through its various operational modes as selected by the rider. In a preferred embodiment of the invention, the electronic bicycle transmission control system has five operational modes: front calibration, rear
  • Indicators 88 which may be, for example, light emitting diodes, provide a visual indication as to which operating mode has been selected.
  • Set switch 90 is used to enter various parameters into the memory of data processing unit 32.
  • FIGS. 11-13 illustrate an alternate mechanical embodiment of the present invention. This alternate embodiment is
  • linear actuators 400 which directly control the derailleur cables.
  • a linear actuator is provided for each derailleur that is to be controlled.
  • Linear actuator 400 controls the rear derailleur 318 and linear actuator 402 controls the front derailleur 321.
  • Linear actuators 400 and 402 may be attached to the bicycle frame using a suitable conventional means, such as brackets and bolts and nuts in the manner used to attach actuators 22 and 24 to the bicycle frame.
  • Linear actuators 400, 402 receive control signals from data processing unit 32 over connections 21 , 23 .
  • Linear actuators 400, 402 may include a battery pack to supply the necessary power for the actuator motors.
  • shift levers 358 may eliminated from the bicycle.
  • Linear actuator 400 is mounted in close proximity to rear derailleur 318 while linear actuator 402 is mounted in close proximity to front derailleur 321.
  • shift cables 62 and 64 can be considerably shortened.
  • Fig.13 which figure is a cross section along lines 13-13 of linear actuator 400 which is used to control the position of the rear derailleur.
  • linear actuator 402 is the same as for linear actuator 400.
  • Linear actuator 400 includes a housing 404 which
  • Linear actuator 400 also includes a cable gripper 410.
  • Cable gripper 410 may be a tubular piece which has a threaded portion 412 disposed on the inside surface 414. Cable gripper 410 is constructed and disposed within housing 404 so that cable gripper 410 does not rotate itself, but translates along the directions defined by double-headed arrow 416 (i.e., along the length of lead screw 408). Cable gripper 410 contains a passage 418 in the end wall 420.
  • Shift cable 62 is inserted through passage 418 and then connected to derailleur 318.
  • Shift cable 62 has a lug 422 disposed at the end of shift cable 62.
  • Lug 422 is sized to be larger than passage 418. Consequently, when gear motor 406 rotates lead screw 408, cable gripper 410 moves along the directions defined by double-headed arrow 416 in order to move shift cable 62 thereby adjusting the position of derailleur 318.
  • Linear actuator 400 also contains a linear actuator
  • Linear potentiometer 424 has a wiper arm that is connected by means 426 to the cable gripper 410.
  • the wiper arm of linear potentiometer 424 is moved as well thereby providing a varying resistance.
  • This varying resistance provides a signal that is transmitted to data processing unit 32 via connection 14B in order to provide a
  • positioning signal to be used for closed loop control of the position of derailleur 318.
  • FIGS. 11-13 provides several advantages.
  • the alternate embodiment may be mounted inside the frame of the bicycle to avoid any possible contact with the rider.
  • this alternate embodiment of the invention provides the flexibility of mounting along any
  • cable stretch under load can be minimized by keeping the cable lengths shorter.
  • the linear actuators 400 and 402 can be mounted close to the respective derailleurs which they control, thus improving the repeatability of derailleur positioning and reducing position errors due to stretching of relatively long shift cables.
  • linear actuators may be used as part of the shift cable housing support. This reduces the rigidity requirements of the mounting system. Overview of System Operation
  • the electronic bicycle transmission control system of the present invention can be easily retrofitted or installed onto a variety of conventional multi-gear type of bicycles.
  • the rider places the shift levers that would normally be used during conventional manual shifting of the bicycle goars a gainst their respective stop so that they will not interfere with operation of the electronic
  • the position of the shift levers is unimportant because the mechanical cable connection from the shift levers to the derailleurs is eliminated.
  • the alternate embodiment of the invention is retrofittable, but lends itself to installation during the manufacturing process of a bicycle as well. When the bicycle is assembled at the factory, for example, the shift levers and control cables can be omitted, and the linear actuator version of the
  • the rider performs a calibration of the transmission control system in which the data processing unit 32 stores the positions of the shift arms 10, 12 and the particular gear ratio associated with each stored position. Thereafter, the rider may choose from manual, semi-automatic, or fully automatic modes of operation. In the manual mode of operation, shifting will be left up solely to the discretion of the rider. The rider can choose an upshift by activating the right handlebar switch or a downshift by activating the left handlebar switch.
  • the system calculates the rider's theoretical cadence for the current gear ratio and bicycle speed and informs the rider, by audible or visual signals, that his or her cadence is outside the preprogrammed limits.
  • the rider still has discretion to choose whether or not to shift the gears via the
  • handlebar switches as in the manual mode of operation.
  • the system continuously calculates the rider's theoretical cadence for the current gear ratio and bicycle speed. The system then determines whether or not this calculated cadence is within the limits chosen by the rider. If the calculated cadence is too low, the system informs the rider, by audible or visual signal, then
  • FIG. 7 figure illustrates the processing steps carried out by the system during the front derailleur calibration mode.
  • the rider stores the correct positions of the front derailleur for each gear position in the data processing unit's memory.
  • step 110 the system s tarts and proceeds to step 1 12 in which a check is made to determine whether or not the front derailleur
  • step 112 the system continues in step 112 until the front derailleur calibration mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 112
  • step 114 the system proceeds to step 114.
  • step 114 the system checks to determine whether or not the left handlebar switch 36 has been activated. If the answer is no in step 114, indicating that the left handlebar switch is not activated, the system proceeds to step 115. On the other hand, if the answer is yes in step 114, the system proceeds to step 114A.
  • step 114A the system activates actuator 24 to adjust the position of shift arm 12 or actuator 402 to adjust the position of cable gripper 410 which consequently results in an adjustment to the position of the front derailleur.
  • tubular portion 48 or lead screw 408 rotats es clockwise, as long as the rider is activating switch 36, so that the front derailleur moves to the left. From step 114A, the system proceeds to step 115. In step 115, the system checks to determine whether or not the right handlebar switch 34 has been
  • step 115A the system activates actuator 24 to adjust the position of shift arm 12 or actuator 402 to a djust the position of cable gripper 41 0.
  • step 1 15A tubular portion 48 or lead screw 408 rotates
  • step 115A the system proceeds to step 116.
  • step 116 a check is made to determine whether the set switch has been activated. If the answer is no in step 116, the system proceeds to step 120. If, on the other hand, the answer in step 116 is yes,
  • step 118 indicating that the user has activated the set switch
  • step 118 the system reads the position of the shift arms 12 and 10 from position sensors 16 and 14 or the position of the cable grippers 410 from linear position sensors 424, the current cadence, and the current speed, and stores this information in the memory of data processing unit 32. From step 118, the system proceeds to step 120.
  • step 120 the system checks whether the mode switch has been activated. If the answer is no in step 120, the system loops back to step 114 and processing continues as already previously described. The system remains in the front derailleur calibration mode until the user selects another mode by pressing the mode switch 86. On the other hand, if the answer in step 120 is yes, indicating that another mode has been selected, the system proceeds to step 122 and to the next mode in the sequence.
  • FIG. 8 figure illustrates the processing steps carried out by the system during the rear derailleur calibration mode.
  • the rider stores the correct positions of the rear derailleur for each gear position in the data processing unit's memory.
  • step 130 the system starts and proceeds to step 132 in which a check is made to determine whether or not the rear derailleur
  • step 132 the system continues in step 132 until the rear derailleur calibration mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 132
  • step 134 the system proceeds to step 134.
  • step 134 the system checks to determine whether or not the left handlebar switch 36 has been activated. If the answer is no in step 134, indicating that the left handlebar switch is not activated, the system proceeds to step 135. On the other hand, if the answer is yes in step 134, the system proceeds to step 134A.
  • step 134A the system activates actuator 22 to adjust the position of shift arm 10 or actuator 400 to adjust the position of cable gripper 410 which results in an adjustment to the position of the rear derailleur.
  • tubular portion 48 or lead screw 408 rotates clockwise, as long as the rider is activating switch 36, so that the rear derailleur moves to the left. From step 134A, the system proceeds to step 135.
  • step 135 the system checks to determine whether or not the right handlebar switch 34 has been
  • step 135 the system activates actuator 22 to adjust the position of shift arm 10 or actuator 400 to adjust the position of the cable gripper 410.
  • step 135A tubular portion 46 or lead screw 408 rotates counterclockwise, as long as the rider is activating switch 34, so that the rear derailleur moves to the right. From step 135A, the system proceeds to step 136.
  • step 136 a check is made to determine whether the set switch has been activated. If the answer is no in step 136, the system proceeds to step 140. If, on the other hand, the answer in step 136 is yes,
  • step 138 indicating that the user has activated the set switch
  • step 138 the system reads the position of the shift arms 12 and 10 from position sensors 16 and 14 or the position of the cable grippers 410 from linear position sensors 424, the current cadence, and the current speed, and stores this information in the memory of data processing unit 32. From step 138, the system proceeds to step 140.
  • step 140 the system checks whether the mode switch has been activated. If the answer is no in step 140, the system loops back to step 134 and processing continues as already previously described. The system remains in the rear derailleur calibration mode until the user selects another mode by pressing the mode switch 86. On the other hand, if the answer in step 140 is yes, indicating that another mode has been selected, the system proceeds to step 142 and to the next mode in the sequence.
  • the system can be operated in any one of the three operational modes; the manual mode, the semi-automatic mode, or the fully automatic mode.
  • the system calculates gear ratios for all gear positions that have been set into memory, using cadence and speed data.
  • Gear ratio wheel RPM/cadence.
  • Using a calculated gear ratio allows the system to carry out the necessary calculations independent of the particular chain and sprocket configuration used to achieve a particular gear ratio.
  • the system associates each front and rear derailleur position with a respective gear ratio and stores the particular chain and sprocket configuration with the respective gear ratio.
  • the system sorts the gear ratios and orders them from numerically lowest to numerically highest gear ratio.
  • the system automatically moves the front and rear derailleur to the predetermined respective positions stored in the system memory for the selected gear using closed loop feedback control of the front and rear derailleur positions. Whenever the rear derailleur is moved, the position of the front derailleur is
  • the system eliminates minor adjustments to the position of the front derailleur (that have to be performed by the rider manually in conventional manual shifting systems) as the chain moves across the rear sprockets to automatically compensate for sharp chain angles between the front chainrings and the rear
  • the rider enters a cadence limit, which is used in the semi-automatic and fully automatic modes, by
  • the cadence limit used by the system in the semi-automatic and fully automatic modes is the value of the cadence that the rider was using during his or her last shift while in the manual mode of operation.
  • step 150 the system starts and proceeds to step 152 in which a check is made to determine whether or not the
  • step 152 the system waits until the semi-automatic mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 152 indicating that the rider has selected the semi-automatic mode, the system proceeds to step 154.
  • step 154 the system calculates the theoretical cadence using the current gear ratio and bicycle speed data from wheel sensor 28.
  • step 156 the system determines whether or not the theoretical cadence calculated in step 154 is within the limits last set by the rider in the manual mode. If the answer is yes in step 156, then no change of gear ratio is required and the system proceeds to step 154 and processing continues as already previously
  • step 156 if the answer in step 156 is no, indicating that the calculated cadence is outside the limits chosen by the rider in initializing step 152, the system proceeds to step 158.
  • step 158 the system determines whether or not the cranks are turning, i.e., whether or not the rider is pedaling, by checking the signal from the cadence sensor 26. If the system determines that the cranks are not turning, as may be the case when the rider is gliding, for example, the system proceeds to step 154 and processing continues as already previously
  • step 160 if the system determines that the cranks are turning, i.e., that the rider is pedaling, the system proceeds to step 160.
  • step 160 the system checks to determine whether the calculated cadence is too low. If the answer in step 160 is no, indicating that the cadence is outside the rider's selected limits and is not too low (indicating that the rider's cadence is too high), the system proceeds to step 162.
  • step 162 an upshift signal, which may be a visual signal on display 82 and/or an audio signal such as two successive beeps is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits, an upshift is desirable. If the rider decides to upshift, he or she presses handlebar switch 34. From step 162 the sy stem proceeds to step 166.
  • step 164 a downshift signal, which may be a visual signal on display 82 and/or an audio signal such as a single beep, is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits, a downshift is desirable. If the rider decides to downshift, he or she presses handlebar switch 36. From step 164, the system proceeds to step 166.
  • step 166 the system checks to determine whether the mode switch has been activated. If the answer is no in step 166, the system proceeds to step 154 and
  • step 166 the system determines in step 166 that the mode switch has been activated
  • step 168 the system proceeds to the next mode in the sequence.
  • FIG. 10 which figure illustrates the processing steps carried out by the system when in the fully automatic mode of operation.
  • step 200 the system starts and proceeds to step 202 in which a check is made to determine whether or not the fully automatic operational mode has been selected. If the answer is no in step 202, the system waits until the fully automatic mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 202 indicating that the rider has selected the fully automatic mode, the system proceeds to step 204.
  • step 204 the system calculates the theoretical cadence given the current gear ratio and bicycle speed data from wheel sensor 28.
  • step 206 the system determines whether or not the theoretical cadence calculated in step 204 is within the limits last set by the rider in the manual mode. If the answer is yes in step 206, then no change of gear ratio is required and the system proceeds to step 204 and processing continues as already previously
  • step 206 if the answer in step 206 is no, indicating that the calculated cadence is outside the limits chosen by the rider in initializing step 202, the system proceeds to step 208.
  • step 208 the system determines whether or not the cranks are turning, i.e., whether or not the rider is pedaling, by checking the signal from the cadence sensor 26. If the system determines that the cranks are not turning, as may be the case when the rider is gliding, for example, the system proceeds to step 204 and processing continues as already previously
  • step 210 if the system determines that the cranks are turning, i.e., that the rider is pedaling, the system proceeds to step 210.
  • step 210 the system checks to determine whether the calculated cadence is too low. If the answer in step 120 is no, indicating that the cadence is outside the rider's selected limits and is not too low
  • step 212 an upshift signal, which may be a visual signal on display 82 and/or an audio signal such as two successive beeps is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits, an upshift is to occur. From step 212, the system proceeds to step 214.
  • step 214 the system pauses for a fixed amount of time, such as one second. It has been found that some bicycle transmission systems shift better when the rider reduces the torque on the gears during a shifting operation. Therefore, step 214 allows a predetermined pause so that the rider may ease up on the pedals before the shift occurs. From step 214, the system proceeds to step 216.
  • step 216 an upshift operation is performed.
  • the upshift operation automatically, and without any action on the part of the rider, shifts the bicycle gears into the next higher gear ratio, which effectively reduces the rider's cadence.
  • step 216 the system proceeds to step 224.
  • step 210 if the system determines that the calculated cadence is outside the rider's selected limits and is too low (indicating that the rider's cadence is too low), the system proceeds to step 218.
  • a downshift signal which may be a visual signal on display 82 and/or an audio signal such as a single beep, is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits a downshift is to occur. From step 218, the system proceeds to step 220.
  • step 220 the system pauses for a predetermined interval of time in order to allow the rider to ease up on the pedals for those bicycle shifting systems that perform better under reduced pedal pressure. From step 220, the system proceeds to step 222 .
  • step 222 a downshift operation is performed.
  • the electronic control system automatically, and without any action by the rider, moves the bicycle's derailleurs so as to
  • step 222 the system proceeds to step 224.
  • step 224 the system checks to determine whether the mode switch has been activated. If the answer is no in step 224, the system proceeds to step 204 and
  • step 224 the system determines in step 224 that the mode switch has been activated.
  • step 226 the system proceeds to the next mode in the sequence.
  • overtravel of the derailleur is often required. During overtravel, the derailleur is moved slightly beyond the position which would be required for proper chain and sprocket
  • the amount of overtravel required to make an efficient, rapid, and accurate gear shift usually depends on the specific geometry of the derailleur and sprocket.
  • the present invention as part of its processing, can provide the necessary amount of overtravel for each particular chain and sprocket combination. Futhermore, the amount of overtravel can be reprogrammed depending upon the particular bicycle on which the system is installed. Once the amount of overtravel is determined, it may be stored in the computer on a sprocket by sprocket basis or a fixed amount of overtravel for the system may be provided.
  • the derailleur When the present invention shifts the gears, either in the manual, semi-automatic, or automatic modes, the derailleur is momentarily moved beyond the center of the intended sprocket (i.e., beyond the predetermined position stored in memory) by the amount of overtravel stored in memory. The derailleur is then moved back to the predetermined position so that the derailleur is aligned with the center of the chosen sprocket.
  • the present invention thus provides a flexible, reprogrammable derailleur positioning system. Due to the use of highly accurate, close loop feedback control of the front and rear derailleur positions, accurate positioning of the derailleurs is obtained. Furthermore, if the system is installed on a variety of bicycles, the positions of the derailleurs can simply be reprogrammed into the memory of data processing unit 32 thus allowing the system to be installed on a wide variety of bicycles due to this programming capability.
  • linear potentiometer 424 may provide one inch of usable travel. Electronics included in data processing unit 32 including, for example, an eight bit analog to digital converter and a microcomputer yields a linear actuator positioning accuracy of 0 . 0046 inches ( 0 . 117 mm).
  • the high accuracy of the positioning system of the present invention allows the present invention to be installed on different bicycles or on bicycles made by different manufacturers with no changes to the physical configuration of the components. All that would be required is reprogramming of the derailleur positions into the memory of data processing unit 32 to thus accommodate virtually any physical configuration of multi-gear type bicycles.
  • the electronic bicycle transmission control systemof the present invention allows fully automatic control of gear shifting operations while improving the rider's efficiency as well as safety.
  • the control system is retrofittable to a wide range of conventional bicycles and, in one version, adds less than two pounds to the weight of the bicycle and therefore does not adversely affect the weight or handling characteristics of the bicycle.
  • the system may be built into a bicycle during the manufacturing process.
  • the system is able to complete a gear shift operation in approximately one second. This shift time is usually faster than a rider is able to achieve manually as well as being more accurate because the correct positions for the deraille for each gear have already been stored in the system memory.
  • handlebar mounted switches could be replaced with voice activated sensors using voice recognition electronics .

Abstract

An electro-mechanical system for shifting gears (316, 320) on a bicycle (20) automatically calculates gear ratios on rider candence and bicycle speed and then sorts the gear ratios in order from lowest to highest. During automatic operation, the system determines if the calculated cadence is within limits set by the rider, and changes the gear ratio as necessary in order to keep the caclculated cadence within predetermined limits.

Description

BICYCLE ELECTRONIC TRANSMISSION CONTROL SYSTEM
CROSS REFERENCE TO RELATED APPLICATIONS
The present application is a continuation-in-part of our prior application, serial number 07/520,627, filed May 8, 1990, the specification of which is hereby incorporated by reference.
BACKGROUND OF THE INVENTION
1. Field of the Invention
The present invention relates generally to the field of bicycles and bicycle control systems used for
controlling the transmission of rotational torque generated by a rider to the driving wheel or wheels. More particularly, the present invention relates to a retrofittable, electronic, fully automatic gear shifting control system for multi-gear bicycles.
2. Discussion of the Prior Art
Bicycling is most efficient when the rider maintains a constant number of crank revolutions per minute in spite of changing bicycle speed or changing terrain over which the bicycle is traveling. As used herein, a term "cadence" means the number of crank revolutions per minute or any other cyclic measurement of the rider's activity. A rider generally desires to maintain a cadence that is appropriate for his or her level of physical ability.
In conventional multi-gear bicycles, such as those of a "ten-speed" type, the rider manually changes gears as a function of bicycle speed and difficulty of terrain in order to maintain a comfortable/target cadence. To accomplish this, however, a rider must continuously ascertain what his or her current cadence is and then shift gears as appropriate in order to maintain the preferred cadence. This can be a very subjective
process which, as a consequence, is inefficient and imprecise. The rider has to consciously keep track of his or her cadence and shift sppropristely, which may be distracting and may adversely affect rider safety. For example, many cyclists do not even know which way to move the shift levers on a multi-gear bicycle in order to increase or decrease their cadence, while some riders find it is difficult to maintain their balance while trying to shift gears because of the requirement of steering with one hand while moving the shift lever(s) with the other hand. In addition, on multi-gear
bicycles, the rider must make a small adjustment to the position of the front derailleur whenever the rear derailleur position is changed in order to compensate for the varying chain angle between the rear sprockets and the front chainrings as different gears are selected.
Several prior art systems have been used which attempt to automate the task of shifting the gears. One example of prior art automatic gear shifting systems is the Bike-O-Matic transmission manufactured by
Bike-O-Matic, Ltd., of Eagleville, Pennsylvania. In the Bike-O-Matic system, tension placed on the chain due to the rider's pedal effort is used to control shifting. High chain tension causes the derailleur to shift the gears into a lower gear while lower chain tension causes the derailleur to shift the gears into a higher gear. Shifting into a lower gear effectively increases the rider's cadence, while shifting into a higher gear effectively decreases the rider's cadence. One problem with the Bike-O-Matic transmission is that it is a mechanical system that relies on chain tension. During the transition from one gear to another, there is a relatively slow actuation of the derailleur. This slow actuation results in excessive friction caused by rubbing between the chain, derailleur, and sprockets which decreases the rider's efficiency. In addition, when a shift occurs, the mechanism does not position the derailleur in line with sprockets as in the case of manual shifting. The system moves the derailleur continuously rather than discreetly as a function of chain tension . Consequently, the position at which the derailleur stops for a given amount of chain tension may not in fact line up with a particular sprocket on the bicycle.
Furthermore, since the Bike-O-Matic system relies on chain tension, it doesn't help the rider to maintain his or her preferred cadence. For example, on bicycles with multiple front chain rings of different sizes, much greater pedal force would be required to maintain the same chain tension when the rider is using a larger chainring as compared to a smaller chainring. This is because the moment arm of the larger chainring is greater. Using chain tension to control gear shifting can cause shifting at inopportune times, so there could in fact be times when the system will shift gears when the rider does not desire to do so.
Another example of prior art automatic bicycle transmissions is the Browning Electronic Acushift Transmission, manufactured by SunTour. The Browning Transmission electrically shifts the chain using hinged chainring sections. One limitation of the Browning Transmission is that it is designed for use only on the front chainrings of a bicycle. In addition, the
Browning Transmission does not use a derailleur, but rather uses a special set of chainrings and electrical controls. Consequently, it is difficult to retrofit t his system onto multi-gear bicycles which use
conventional derailleurs and chainrings.
Therefore, an object of the present invention is to provide a control system for a human-powered vehicle, such as a bicycle that controls gear shifting so as to maintain a cadence within user-selected limits.
Another object of the invention is to provide a control system for a bicycle that maintains a cadence within user-selected limits over a wide range of bicycle speeds and bicycle gear ratios.
Another object of the present invention is to provide a control system for a bicycle that controls gear shifting automatically so as to maintain a cadence within user-selected limits thereby enhancing rider efficiency and safety.
A further object of the invention is to provide a control system for a bicycle that controls gear shifting automatically and that is retrofittable to a wide range of conventional multi-gear bicycles which use
conventional gear shifting systems.
SUMMARY OF THE INVENTION
The foregoing and other objects, features, and advantages of the present invention are achieved in a retrofittable electronic control system for a
human-powered vehicle such as a bicycle. The system can operate in a manual, semi-automatic, or fully automatic mode, and can be installed on any conventional bicycle frame. All bicycles include means for transmitting rotational torque generated by a rider to at least one wheel. The means for transmitting power includes, for example, the front chainrings, the chain itself, and the roar sprockets on the bicycle. This invention includes a means for adjusting the transmitting means in order to change gear ratios on the bicycle. In one embodiment, the adjusting means includes actuators and shift arms which cooperate to deflect the bicycle's shift cables from their normal rest position to effect gear
changing. The invention further includes a data
processor, which may be a microprocessor or the like. In the manual mode of operation, the data processor has previously stored the correct positions for the shift arms for each gear on the bicycle. The rider uses handlebar switches to instruct the data processor to perform a gear shift. In response to signals from the data processor, the actuators and shift arms move the front and rear derailleur shift cables as required to shift gears. Position sensors detect the position of the shift arms and provide a feedback signal to the data processor indicating the current position of the
derailleurs. The invention thus provides closed loop control of the positions of the front and rear
derailleurs.
In the fully automatic mode of operation, the data processor calculates a cadence from the bicycle's current speed and gear ratio. The system continuously compares the calculated cadence with a set of
predetermined cadence limits selected by the rider and determines whether or not the calculated cadence is too high or too low. If the calculated cadence is too low, and the rider is pedaling, the system adjusts the transmitting means, using the actuators and shift arms to move the front and rear derailleurs using closed loop control of the derailleur positions to downshift to the next lower gear. Downshifting increases the gear ratio, which increases the rider's cadence. If, on the other hand, the system determines that the calculated cadence is too high, and the rider is pedaling, the system will upshift to the next higher gear, using the actuators and shift arms to move the derailleurs using closed loop control via the bicycle's shift cables. Upshifting decreases the gear ratio, which decreases the rider's cadence.
The system has additional modes of operation which include calibration modes for calibrating the positions of the front and rear derailleurs for each gear,
including multiple positions per chainring for the front derailleur, in order to compensate for the varying chain angle between the front chainrings and the rear
sprockets as different gears are selected. A
semi-automatic mode of operation is also provided, in which the system calculates the theoretical cadence from the current bicycle speed and gear ratio, and signals the rider to upshift or downshift if the calculated cadence is outside the predetermined limits selected by the rider.
The foregoing and other objects, features, and advantages of the present invention will be more readily understood and apparent from the following detailed description of the invention, which should be read in conjunction with the accompanying drawings, and from the claims which are appended at the end of the detailed description.
BRIEF DESCRIPTION OF THE DRAWINGS
In the drawings,
FIG. 1 is a side view of a bicycle with a first embodiment of the electronic transmission control system of the present invention installed thereon;
FIG. 1A is a partial end view taken in the direction of line 1A-1A in FIG. 1 illustrating the motion of the rear derailleur during gear changing operations.
FIG. 2 is a side view of the bicycle and
transmission control system of FIG. 1 in greater detail;
FIG. 3 is a perspective view of the bicycle and electronic transmission control system of FIG. 1;
FIG. 4 is a perspective view of the bicycle and electronic transmission control system of FIG. 3 in greater detail;
FIG. 5 is a cross-sectional view taken along the line 2-2 in FIGS. 1 and 2 showing the shift arms and gear position sensors used in the bicycle transmission control system of FIG. 1;
FIG. 6 is a plan view of the control module used in the bicycle transmission control system of FIG. 1;
FIG. 7 is a flow chart illustrating the processing steps carried out by the electronic bicycle transmission control system of FIG. 1 in the front derailleur
calibration mode; FIG. 8 is a flow chart illustrating the processing steps carried out by the electronic bicycle transmission control system of FIG. 1 in the rear derailleur
calibration mode;
FIG. 9 is a flow chart illustrating the processing steps carried out by the electronic bicycle transmission control system of FIG. 1 in the semi-automatic mode;
FIG. 10 is a flow chart illustrating the processing control system of FIG. 1 in the fully automatic mode;
FIG. 11 is a side view of a bicycle with an
alternate embodiment of the electronic transmission control system illustrated in FIGS. 1-10 installed thereon;
FIG. 12 is a perspective view of the bicycle and electronic transmission control system of FIG. 11; and
FIG. 13 is a cross sectional view taken along the line 13-13 in FIGS. 11 and 12 of the linear actuator used in the alternate embodiment of the invention illustrated in FIGS. 11 and 12.
DETAILED DESCRIPTION OF THE PREFERRED EMBODIMENTS
For purposes of illustration only, and not to limit generality, the present invention will now be explained with reference to its use on a "ten-speed" type of bicycle. However, one skilled in the art will recognize that the present invention is applicable to and can be retrofitted on a wide variety of multi-gear bicycles as well as a variety of human-powered vehicles. In the figures, like elements have been given the same
reference characters. Reference is now made to FIGS. 1-6, which figures illustrate the electronic bicycle transmission control system of the present invention installed or retrofitted onto a conventional ten-speed bicycle 20. A typical bicycle 20 includes a frame 300 having a head tube 302, a down tube 18, a seat tube 40, seat stays 304 and chainstays 306. A seat 308 is attached to the distal end of seat tube 40. A handlebar 80 is mounted onto h ead tube 302. A front wheel 31 0 is rotatably mounted to front forks 312, which are in turn connected to handlebar 80 through head tube 302. A rear wheel 314 is rotatably mounted to seat stays 304 and chainstays 306. The bicycle 20 additionally includes rear sprockets 316, rear derailleur 318, front chainrings 320, front
derailleur 321, cranks and pedals 322, and a chain 324 for transmitting torque generated by the rider from the front chainrings 320 to the rear sprockets 316. For clarity, these conventional components have been omitted from FIGS. 2-6, but one skilled in the art will realize that they are obviously a part of the bicycle 20.
The control system of the present invention which is retrofitted onto bicycle 20 includes shift arms 10 and 12 which are used to move the rear and front
derailleurs, respectively. Shift arms 10 and 12 pivot about shift arm position sensors 14 and 16 that are in turn clamped to the down tube 18 of the bicycle 20.
Actuators 22, 24 are connected respectively to shift arms 10 and 12 for changing the position of shift arms 10 and 12 to effectuate the gear changing operation.
The present invention additionally includes a cadence sensor 26, which senses the rider's actual cadence. Cadence sensor 26 may be one of a variety of commercially available types, such as a magnetic, optical, or mechanical type sensor. A preferred sensor is one which employs a magnetic reed switch. This type of sensor uses a magnet mounted to one of the bicycle cranks and a switching element mounted to the bicycle frame. During each revolution of the crank, the magnet passes by the switching element causing a digital pulse to be generated. The invention also includes a wheel s ensor 28 which is used to sense the speed of rotation
(revolutions per minute or RPM) of the driving wheel 30 (and therefore the speed) of the bicycle. Wheel sensor 28 may be one of a variety of commercially available types, such as a magnetic, optical, or mechanical type sensor. A preferred sensor is one which employs a magnetic reed switch and operates in the same manner as the cadence sensor.
Data supplied by wheel sensor 28, cadence sensor 26, and gear position sensors 14, 16 are supplied to a data processing unit 32 which performs computations to determine cadence, alerts the rider when a gear shift is appropriate, and performs various other control
functions to be discussed in greater detail
hereinafter. Data processing unit 32 additionally receives inputs from handlebar switches 34 and 36 which the rider uses during calibration and to instruct the system to perform a gear upshift or a gear downshift. Handlebar switches 34 and 36 are conventional magnetic, optical, or mechanical type devices. A preferred switch is a mechanical momentary-action switch. Data
processing unit 32 receives data from cadence sensor 26, wheel sensor 28, and handlebar switches 34, 36 over connections 27, 29, 35, and 37 respectively. These connections may be conventional wires, optical fibers, wireless transmit/receive means, or other means, depending on the type of switch or sensor used. Data processing unit 32 additionally sends control signals to actuators 22, 24 over connections 21, 23, which
connections may be conventional wires, optical fibers, wireless transmit/receive means, or other appropriate means.
The retrofittability of the first embodiment of present invention is enhanced because the entire
actuation and gear position sensing mechanism including actuators 22, 24, shift arms 10, 12, and position sensors 14, 16 is clamped to the bicycle frame at only two points. The ends of actuators 22, 24 are secured to the bicycle seat tube 40 by clamp 42 at pivot point 44. Position sensors 14, 16 are clamped to the down tube 18 using brackets 92, 94, as illustrated in FIG. 5, which may be clamped to the down tube 18 by using bolts which pass through holes drilled in bosses 96 and nuts to hold the bolts in place. Cadence sensor 26, wheel sensor 28, data processing unit 32, and handlebar switches 34, 36 may be easily attached to the bicycle 20 using
conventional clamping means thereby providing for rapid installation of the present invention onto a
conventional bicycle frame. One skilled in the art will appreciate that the present invention may be retrofitted onto a bicycle frame without dismantling or removing any major components of the bicycle.
Additionally, as shown particularly in FIGS. 3 and 4, actuators 22 and 24 are mounted substantially
parallel to seat tube 40 and in close proximity to each other and the seat tube in order to eliminate any interference with the rider's legs during pedaling action. Actuators 22, 24 may be any electro-mechanical device that produces the motion in shift arms 10 and 12 which is required to effect rapid and precise gear changes.
In a first embodiment, actuators 22, 24 each include a motor which may be, for example, a DC gear motor, and a battery pack which supplies the necessary power for t he motors. Actuators 22, 24 also include rotatable tubular portions 46, 48 which portions rotate clockwise or counterclockwise as driven by the motors housed inside actuators 22, 24. Two threaded shafts 50, 52 extend into the tubular rotatable portions 46, 48 which portions have interior threads that engage the threaded shafts 50, 52. Threaded shafts 50, 52 are connected to brackets 54, 56 and brackets 54, 56 are connected to shift arms 10, 12 at pivot point 58, 60. Shift arms 10 and 12 are configured to provide strength while at the same time eliminating any interference with the
conventional operation of the cranks and chainrings of the bicycle. In a first embodiment, shift arms 10 and 12 are bellcranks formed of triangularly shaped planar pieces of a material such as aluminum or steel.
Shift control cables 62, 64 which control the position of the front and rear derailleurs (in the case of manual shifting by shift levers 358 mounted on the bicycle down tube or handlebars,) pass between shift arms 10, 12 and brackets 92 and 94 as shown in FIGS. 2 and 5 are in contact with actuation points 66, 68.
Position sensors 14, 16, as particularly illustrated in FIG. 5, are contained within brackets 92, 94. Shift cables 62, 64 pass over beveled cable guides 98, 100, respectively. Beveled cable guides 98, 100, position sensors 14, 16, and shift arm brackets 10, 12 are all coaxially disposed about pivot points 102, 104,
respectively. Beveled cable guides 98, 100 are attached to brackets 92 and 94. Arms A14 and A16 are attached to shift arms 10, 12 and position sensors 14, 16 so that rotation of the shift arms 10, 12 causes position sensors 14, 16, to register the position of the shift arms 1 0 an d 1 2 which in turn registers the position of the rear and front derailleurs of the bicycle. The position sensors 14, 16 may be one of a variety of commercially available optical or mechanical sensors such as encoders. In a first embodiment of the
invention, the position sensors are potentiometers and shift arms 10, 12 are connected to the wiping arm of the potentiometers by arms A14 and A16. Varying resistance of the potentiometers as the shift arms 10, 12 are moved is used to sense rear and front derailleur positions. The position of shift arms 10, 12 (and the resulting position of the rear and front derailleurs) as sensed by position sensors 14, 16 is transmitted to data
processing unit 32 over connections 14B, 16B for use in controlling bicycle gear shifting. Position sensors 14, 16 are used to provide closed loop control of the front and rear derailleur positions.
During operation of the electronic transmission control system, the actuators 22, 24, under control of data processing unit 32, rotate the tubular portions 46, 48 as the chuck of an electric drill is rotated, for example. As shown in FIG. 2, this rotation causes threaded shafts 50, 52 to be moved along the directions indicated by arrows 53A and 53B. The motion of the threaded shafts 50, 52 causes shift arms 10, 12 to move actuation points 66, 68 in an arc along line 72. Shift cables 62, 64 are therefore moved between their rest positions parallel to down tube 18 and the position indicated by dotted lines 74, 76. Shift cables 62, 64 are held against actuation points 66, 68 by return spring tension in the front and rear derailleurs.
Referring to FIG. 1A, there is shown partial end view taken in the direction of line 1-1 in FIG. 1. The rear sprockets include sprockets 316A-316E. Rear derailleur 318 includes pivot joints 360, 362, and 334. A return spring 350 provides spring tension that constantly urges derailleur 318 to a position where the derailleur gears 352 and 354 are in line with rear sprocket 316E. Rear derailleur 318 is effectively biased towards selecting gear 316E.
When tubular portion 46 is rotated so that threaded shaft 54 is moved along the direction of arrow 53B, shift arm 10 moves actuation point 66 in an arc along line 72 towards position 74 of shift cable 62. Since shift cable 62 is anchored at one end by the manual shift levers 358 on the bicycle, the movement of actuation point 66 pulls shift cable 62 in a direction indicated by arrow 62A. The other end of the shift cable 62 passes through shift cable housing 356 and is anchored to the rear derailleur at point 358.
Therefore, as shift cable 62 is pulled by actuation point 66 in the direction of arrow 62A, rear derailleur 318 is moved along a direction indicated by arrow 318A to select one of the rear sprockets 316A-316D. This process can continue until actuation point 66 has moved shift cable 62 to the position indicated by dashed line 74 as particularly illustrated in FIG. 2. In this case, rear derailleur 318 is aligned with rear sprocket 316A. From this position, as threaded shaft 54 is moved in a direction along arrow 53A by the rotation of tubular portion 46, actuation point 66 is moved along arc 72 so that shift cable 62 moves along a direction indicated by arrow 62B as shown in FIG. 2. Return spring 350
therefore moves rear derailleur 318 along a direction indicted by arrow 318B as shown in FlG. 1A to move the chain 324 from rear sprocket 316A to one of the other rear sprockets 316D-316E.
The electronic transmission control system of the present invention stores the correct positions for the rear derailleur as programmed by the rider in data processing unit 32. The system only moves rear
derailleur 318 in discreet increments equal to the lateral spacing between rear sprockets 316A-316E.
Therefore, the chain doesn't get hung up between any of the rear sprockets, as can happen with various prior art systems. One skilled in the art will additionally appreciate that although the shifting operations have been explained with respect to their use in controlling the rear derailleur of a bicycle, a conventional front derailleur 321 as illustrated in FIG. 1, is controlled in the same manner using actuator 24, rotation portion 48, threaded shaft 56, shift arm 12, and actuation point 68, which act on shift cable 64. In addition, the front derailleur, like the rear derailleur, is only moved in discreet increments equal to the lateral spacing between the front chainrings. Consequently, as shift arms 10, 12 move along the arc defined by line 72, the shift cables 62, 64 control the position of the rear and front derailleurs, respectively, in order to select a
particular gear ratio.
In a preferred embodiment of the invention, with manual mode selected, handlebar switch 34 is used to instruct the data processing unit 32 to upshift to the next higher gear in order to decrease the gear ratio (and decrease the rider's cadence) while handlebar switch 36 is used to instruct data processing unit 32 to downshift to the next lower gear in order to increase the gear ratio (and increase the rider's cadence). Each time handlebar switch 36 is activated by the rider, the system will downshift by one gear. Each time handle bar switch 34 is activated by the rider, the system will upshift by one gear.
Data processing unit 32 is clamped to handlebar 80 using bracket 84. As shown in FIG. 6, data processing unit 32 has various control switches which operate to control the electronic bicycle transmission control system. Data processing unit 32 contains a
microprocessor, a memory for storing shifting programs as well as user entered data, and analog to digital converters for converting the data from position sensors 14, 16 into a form that can be processed by the
microprocessor. Data processing unit 32 is also
connected to and receives data from cadence sensor 26, wheel sensor 28, and handlebar switches 34, 36. Data processing unit 32 also contains a display 82 which may be, for example, a liquid crystal or vacuum fluorescent type of display. Display 82 is used to provide a visual indication to the rider of various parameters, such as the rider's cadence, the current gear ratio, current bicycle speed, elapsed time, etc. Mode switch 86 is used to cycle data processing unit 32 through its various operational modes as selected by the rider. In a preferred embodiment of the invention, the electronic bicycle transmission control system has five operational modes: front calibration, rear
calibration, manual, semi-automatic and fully
automatic. The rider presses mode switch 86 to
sequentially step through the five operational modes and select the particular mode of operation that is
desired. Indicators 88, which may be, for example, light emitting diodes, provide a visual indication as to which operating mode has been selected. Set switch 90 is used to enter various parameters into the memory of data processing unit 32.
Reference is now made to FIGS. 11-13 which figures illustrate an alternate mechanical embodiment of the present invention. This alternate embodiment is
retrofittable in addition to being adaptable to be included in a bicycle during the manufacturing process .
In the embodiment of the invention illustrated in FIGS. 11-13, the pivoting shift arms and actuators are replaced by linear actuators which directly control the derailleur cables. A linear actuator is provided for each derailleur that is to be controlled. Linear actuator 400 controls the rear derailleur 318 and linear actuator 402 controls the front derailleur 321. Linear actuators 400 and 402 may be attached to the bicycle frame using a suitable conventional means, such as brackets and bolts and nuts in the manner used to attach actuators 22 and 24 to the bicycle frame. Linear actuators 400, 402 receive control signals from data processing unit 32 over connections 21 , 23 . Linear actuators 400, 402 may include a battery pack to supply the necessary power for the actuator motors. When the alternate embodiment is used, shift levers 358 may eliminated from the bicycle. Linear actuator 400 is mounted in close proximity to rear derailleur 318 while linear actuator 402 is mounted in close proximity to front derailleur 321. Thus, shift cables 62 and 64 can be considerably shortened.
R ererence is now made to Fig.13 , which figure is a cross section along lines 13-13 of linear actuator 400 which is used to control the position of the rear derailleur. However, one skilled in the art will appreciate that the description and operation of linear actuator 402 is the same as for linear actuator 400.
Linear actuator 400 includes a housing 404 which
contains a DC gear motor 406 which operates on the same principle as the gear motor used in actuators 22, 24. Gear motor 406 drives a lead screw 408 either clockwise or counterclockwise depending upon the desired direction of motion for rear derailleur 318. Linear actuator 400 also includes a cable gripper 410. Cable gripper 410 may be a tubular piece which has a threaded portion 412 disposed on the inside surface 414. Cable gripper 410 is constructed and disposed within housing 404 so that cable gripper 410 does not rotate itself, but translates along the directions defined by double-headed arrow 416 (i.e., along the length of lead screw 408). Cable gripper 410 contains a passage 418 in the end wall 420. Shift cable 62 is inserted through passage 418 and then connected to derailleur 318. Shift cable 62 has a lug 422 disposed at the end of shift cable 62. Lug 422 is sized to be larger than passage 418. Consequently, when gear motor 406 rotates lead screw 408, cable gripper 410 moves along the directions defined by double-headed arrow 416 in order to move shift cable 62 thereby adjusting the position of derailleur 318.
Linear actuator 400 also contains a linear
potentiometer 424. Linear potentiometer 424 has a wiper arm that is connected by means 426 to the cable gripper 410. Thus, when cable gripper 410 moves along the directions defined by double-headed arrow 416 the wiper arm of linear potentiometer 424 is moved as well thereby providing a varying resistance. This varying resistance provides a signal that is transmitted to data processing unit 32 via connection 14B in order to provide a
positioning signal to be used for closed loop control of the position of derailleur 318.
The embodiment of the invention illustrated in FIGS. 11-13 provides several advantages. First, the alternate embodiment may be mounted inside the frame of the bicycle to avoid any possible contact with the rider. Furthermore, this alternate embodiment of the invention provides the flexibility of mounting along any
convenient part of the bicycle frame.
In the alternate embodiment of the invention, cable stretch under load can be minimized by keeping the cable lengths shorter. The linear actuators 400 and 402 can be mounted close to the respective derailleurs which they control, thus improving the repeatability of derailleur positioning and reducing position errors due to stretching of relatively long shift cables.
Additionally, the linear actuators may be used as part of the shift cable housing support. This reduces the rigidity requirements of the mounting system. Overview of System Operation
The electronic bicycle transmission control system of the present invention can be easily retrofitted or installed onto a variety of conventional multi-gear type of bicycles. In one embodiment of the invention, once the system has been installed on the rider's bicycle, the rider places the shift levers that would normally be used during conventional manual shifting of the bicycle goars a gainst their respective stop so that they will not interfere with operation of the electronic
transmission control system. In the alternate
embodiment of the invention, the position of the shift levers is unimportant because the mechanical cable connection from the shift levers to the derailleurs is eliminated. The alternate embodiment of the invention is retrofittable, but lends itself to installation during the manufacturing process of a bicycle as well. When the bicycle is assembled at the factory, for example, the shift levers and control cables can be omitted, and the linear actuator version of the
invention substituted therefor.
In either embodiment of the invention, the
processing steps performed by the system and the use of the system by the rider is the same. The rider performs a calibration of the transmission control system in which the data processing unit 32 stores the positions of the shift arms 10, 12 and the particular gear ratio associated with each stored position. Thereafter, the rider may choose from manual, semi-automatic, or fully automatic modes of operation. In the manual mode of operation, shifting will be left up solely to the discretion of the rider. The rider can choose an upshift by activating the right handlebar switch or a downshift by activating the left handlebar switch. In the semi-automatic mode, the system calculates the rider's theoretical cadence for the current gear ratio and bicycle speed and informs the rider, by audible or visual signals, that his or her cadence is outside the preprogrammed limits. The rider still has discretion to choose whether or not to shift the gears via the
handlebar switches, as in the manual mode of operation.
In the fully automatic mode of operation, the system continuously calculates the rider's theoretical cadence for the current gear ratio and bicycle speed. The system then determines whether or not this calculated cadence is within the limits chosen by the rider. If the calculated cadence is too low, the system informs the rider, by audible or visual signal, then
automatically shifts gears to the next lower gear
(decreasing the gear ratio) in order to increase the rider's cadence. Conversely, if the calculated cadence is too high, the system informs the rider, by audible or visual signal, then automatically shifts gears to the next highest gear (increasing the gear ratio) in order to decrease the rider's cadence. In all operating modes, shifting will not occur if the rider is not pedaling. This will prevent derailleur damage. Thus, for all gear ratios and bicycle speeds, the system maintains the rider's cadence within preset limits thereby increasing overall rider efficiency and safety and relieving the rider of the need to manually shift gears. Detailed Description of the Control Program
Reference is now made to FIG. 7, which figure illustrates the processing steps carried out by the system during the front derailleur calibration mode. In this mode, the rider stores the correct positions of the front derailleur for each gear position in the data processing unit's memory. In step 110, the system s tarts and proceeds to step 1 12 in which a check is made to determine whether or not the front derailleur
calibration mode has been selected. If the answer is no in step 112, the system continues in step 112 until the front derailleur calibration mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 112
indicating that the rider has selected the front
derailleur calibration mode , the system proceeds to step 114.
In step 114, the system checks to determine whether or not the left handlebar switch 36 has been activated. If the answer is no in step 114, indicating that the left handlebar switch is not activated, the system proceeds to step 115. On the other hand, if the answer is yes in step 114, the system proceeds to step 114A. In step 114A, the system activates actuator 24 to adjust the position of shift arm 12 or actuator 402 to adjust the position of cable gripper 410 which consequently results in an adjustment to the position of the front derailleur. In step 114A, tubular portion 48 or lead screw 408 rotats es clockwise, as long as the rider is activating switch 36, so that the front derailleur moves to the left. From step 114A, the system proceeds to step 115. In step 115, the system checks to determine whether or not the right handlebar switch 34 has been
activated. If the answer is no in step 115, indicating that the right handlebar switch is not activated, the system proceeds to step 116. On the other hand, if the answer is yes in step 115, the system proceeds to step 115A. In step 115A, the system activates actuator 24 to adjust the position of shift arm 12 or actuator 402 to a djust the position of cable gripper 41 0. In step 1 15A, tubular portion 48 or lead screw 408 rotates
counterclockwise, as long as the rider is activating switch 34, so that the front derailleur moves to the right. From step 115A, the system proceeds to step 116.
In step 116, a check is made to determine whether the set switch has been activated. If the answer is no in step 116, the system proceeds to step 120. If, on the other hand, the answer in step 116 is yes,
indicating that the user has activated the set switch, the system proceeds to step 118.
In step 118, the system reads the position of the shift arms 12 and 10 from position sensors 16 and 14 or the position of the cable grippers 410 from linear position sensors 424, the current cadence, and the current speed, and stores this information in the memory of data processing unit 32. From step 118, the system proceeds to step 120.
In step 120, the system checks whether the mode switch has been activated. If the answer is no in step 120, the system loops back to step 114 and processing continues as already previously described. The system remains in the front derailleur calibration mode until the user selects another mode by pressing the mode switch 86. On the other hand, if the answer in step 120 is yes, indicating that another mode has been selected, the system proceeds to step 122 and to the next mode in the sequence.
Reference is now made to FIG. 8, which figure illustrates the processing steps carried out by the system during the rear derailleur calibration mode. In this mode, the rider stores the correct positions of the rear derailleur for each gear position in the data processing unit's memory. In step 130, the system starts and proceeds to step 132 in which a check is made to determine whether or not the rear derailleur
calibration mode has been selected. If the answer is no in step 132, the system continues in step 132 until the rear derailleur calibration mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 132
indicating that the rider has selected the rear
derailleur calibration mode, the system proceeds to step 134.
In step 134, the system checks to determine whether or not the left handlebar switch 36 has been activated. If the answer is no in step 134, indicating that the left handlebar switch is not activated, the system proceeds to step 135. On the other hand, if the answer is yes in step 134, the system proceeds to step 134A. In step 134A, the system activates actuator 22 to adjust the position of shift arm 10 or actuator 400 to adjust the position of cable gripper 410 which results in an adjustment to the position of the rear derailleur. In step 134A, tubular portion 48 or lead screw 408 rotates clockwise, as long as the rider is activating switch 36, so that the rear derailleur moves to the left. From step 134A, the system proceeds to step 135.
In step 135, the system checks to determine whether or not the right handlebar switch 34 has been
activated. If the answer is no in step 135, indicating that the right handlebar switch is not activated, the system proceeds to step 136. On the other hand, if the answer is yes in step 135, the system proceeds to step 135A. In step 135A, the system activates actuator 22 to adjust the position of shift arm 10 or actuator 400 to adjust the position of the cable gripper 410. In step 135A, tubular portion 46 or lead screw 408 rotates counterclockwise, as long as the rider is activating switch 34, so that the rear derailleur moves to the right. From step 135A, the system proceeds to step 136.
In step 136, a check is made to determine whether the set switch has been activated. If the answer is no in step 136, the system proceeds to step 140. If, on the other hand, the answer in step 136 is yes,
indicating that the user has activated the set switch, the system proceeds to step 138.
In step 138, the system reads the position of the shift arms 12 and 10 from position sensors 16 and 14 or the position of the cable grippers 410 from linear position sensors 424, the current cadence, and the current speed, and stores this information in the memory of data processing unit 32. From step 138, the system proceeds to step 140.
In step 140, the system checks whether the mode switch has been activated. If the answer is no in step 140, the system loops back to step 134 and processing continues as already previously described. The system remains in the rear derailleur calibration mode until the user selects another mode by pressing the mode switch 86. On the other hand, if the answer in step 140 is yes, indicating that another mode has been selected, the system proceeds to step 142 and to the next mode in the sequence.
When both the front and rear derailleur positions for each gear have been calibrated and stored in the system memory, the system can be operated in any one of the three operational modes; the manual mode, the semi-automatic mode, or the fully automatic mode. When exiting the calibration modes, in steps 122 or 142, the system calculates gear ratios for all gear positions that have been set into memory, using cadence and speed data. The system calculates the gear ratio using the relationship: Gear ratio = wheel RPM/cadence. Using a calculated gear ratio allows the system to carry out the necessary calculations independent of the particular chain and sprocket configuration used to achieve a particular gear ratio. The system then associates each front and rear derailleur position with a respective gear ratio and stores the particular chain and sprocket configuration with the respective gear ratio. The system then sorts the gear ratios and orders them from numerically lowest to numerically highest gear ratio.
Whenever the gears are thereafter shifted either automatically or manually using the handlebar switches, the system automatically moves the front and rear derailleurs to the predetermined respective positions stored in the system memory for the selected gear using closed loop feedback control of the front and rear derailleur positions. Whenever the rear derailleur is moved, the position of the front derailleur is
automatically adjusted to compensate for the change in chain angle. The system eliminates minor adjustments to the position of the front derailleur (that have to be performed by the rider manually in conventional manual shifting systems) as the chain moves across the rear sprockets to automatically compensate for sharp chain angles between the front chainrings and the rear
sprockets. Further, since the system has sorted and ordered the gear ratios, whenever the rider orders a shift using the handlebar switches, the system
automatically selects the next numerically higher or lower gear ratio, regardless of the positions of the front and real: derailleurs.
The rider enters a cadence limit, which is used in the semi-automatic and fully automatic modes, by
operating the system in the manual mode and shifting gears. The cadence limit used by the system in the semi-automatic and fully automatic modes is the value of the cadence that the rider was using during his or her last shift while in the manual mode of operation.
Reference is now made to FIG. 9, which figure illustrates the processing steps carried out by the system in the semi-automatic mode of operation. In step 150, the system starts and proceeds to step 152 in which a check is made to determine whether or not the
semi-automatic operational mode has been selected. If the answer is no in step 152, the system waits until the semi-automatic mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 152 indicating that the rider has selected the semi-automatic mode, the system proceeds to step 154.
In step 154, the system calculates the theoretical cadence using the current gear ratio and bicycle speed data from wheel sensor 28. The calculated cadence is equal to the wheel RPM divided by the current gear ratio. (Gear ratio = wheel RPM/cadence.) From step 154, the system proceeds to step 156.
ln step 156, the system determines whether or not the theoretical cadence calculated in step 154 is within the limits last set by the rider in the manual mode. If the answer is yes in step 156, then no change of gear ratio is required and the system proceeds to step 154 and processing continues as already previously
described. On the other hand, if the answer in step 156 is no, indicating that the calculated cadence is outside the limits chosen by the rider in initializing step 152, the system proceeds to step 158.
In step 158, the system determines whether or not the cranks are turning, i.e., whether or not the rider is pedaling, by checking the signal from the cadence sensor 26. If the system determines that the cranks are not turning, as may be the case when the rider is gliding, for example, the system proceeds to step 154 and processing continues as already previously
described. On the other hand, if the system determines that the cranks are turning, i.e., that the rider is pedaling, the system proceeds to step 160.
In step 160, the system checks to determine whether the calculated cadence is too low. If the answer in step 160 is no, indicating that the cadence is outside the rider's selected limits and is not too low (indicating that the rider's cadence is too high), the system proceeds to step 162. In step 162 an upshift signal, which may be a visual signal on display 82 and/or an audio signal such as two successive beeps is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits, an upshift is desirable. If the rider decides to upshift, he or she presses handlebar switch 34. From step 162 the sy stem proceeds to step 166.
Returning to step 160, if the system determines that the calculated cadence is outside the rider's selected limits and is too low (indicating that the rider's cadence is too low), the system proceeds to step 164. In step 164, a downshift signal, which may be a visual signal on display 82 and/or an audio signal such as a single beep, is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits, a downshift is desirable. If the rider decides to downshift, he or she presses handlebar switch 36. From step 164, the system proceeds to step 166.
In step 166, the system checks to determine whether the mode switch has been activated. If the answer is no in step 166, the system proceeds to step 154 and
processing continues as already previously described. The system remains in the semi-automatic mode until another mode is selected by the rider. On the other hand, if the system determines in step 166 that the mode switch has been activated, the system proceeds to step 168. In step 168, the system proceeds to the next mode in the sequence. Reference is now made to FIG. 10, which figure illustrates the processing steps carried out by the system when in the fully automatic mode of operation. In step 200, the system starts and proceeds to step 202 in which a check is made to determine whether or not the fully automatic operational mode has been selected. If the answer is no in step 202, the system waits until the fully automatic mode is activated or some other mode of operation is selected by the rider. If, on the other hand, the answer is yes in step 202 indicating that the rider has selected the fully automatic mode, the system proceeds to step 204.
In step 204, the system calculates the theoretical cadence given the current gear ratio and bicycle speed data from wheel sensor 28. The calculated wheel RPM divided by the cadence is equal to the current gear ratio. (Gear ratio = wheel RPM/cadence.) From step 204, the system proceeds to step 206.
In step 206, the system determines whether or not the theoretical cadence calculated in step 204 is within the limits last set by the rider in the manual mode. If the answer is yes in step 206, then no change of gear ratio is required and the system proceeds to step 204 and processing continues as already previously
described. On the other hand, if the answer in step 206 is no, indicating that the calculated cadence is outside the limits chosen by the rider in initializing step 202, the system proceeds to step 208.
In step 208, the system determines whether or not the cranks are turning, i.e., whether or not the rider is pedaling, by checking the signal from the cadence sensor 26. If the system determines that the cranks are not turning, as may be the case when the rider is gliding, for example, the system proceeds to step 204 and processing continues as already previously
described. On the other hand, if the system determines that the cranks are turning, i.e., that the rider is pedaling, the system proceeds to step 210.
In step 210, the system checks to determine whether the calculated cadence is too low. If the answer in step 120 is no, indicating that the cadence is outside the rider's selected limits and is not too low
(indicating that the rider's cadence is too high), the system proceeds to step 212. In step 212, an upshift signal, which may be a visual signal on display 82 and/or an audio signal such as two successive beeps is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits, an upshift is to occur. From step 212, the system proceeds to step 214.
In step 214, the system pauses for a fixed amount of time, such as one second. It has been found that some bicycle transmission systems shift better when the rider reduces the torque on the gears during a shifting operation. Therefore, step 214 allows a predetermined pause so that the rider may ease up on the pedals before the shift occurs. From step 214, the system proceeds to step 216.
In step 216, an upshift operation is performed. The upshift operation automatically, and without any action on the part of the rider, shifts the bicycle gears into the next higher gear ratio, which effectively reduces the rider's cadence. From step 216, the system proceeds to step 224. Returning to step 210, if the system determines that the calculated cadence is outside the rider's selected limits and is too low (indicating that the rider's cadence is too low), the system proceeds to step 218.
In step 218, a downshift signal, which may be a visual signal on display 82 and/or an audio signal such as a single beep, is sent to the rider which informs the rider that to maintain his or her cadence within the preprogrammed limits a downshift is to occur. From step 218, the system proceeds to step 220.
In step 220, the system pauses for a predetermined interval of time in order to allow the rider to ease up on the pedals for those bicycle shifting systems that perform better under reduced pedal pressure. From step 220, the system proceeds to step 222 .
In step 222, a downshift operation is performed.
During the downshift operation, the electronic control system automatically, and without any action by the rider, moves the bicycle's derailleurs so as to
downshift the bicycle by one gear, effectively
increasing the gear ratio and increasing the rider's cadence. From step 222, the system proceeds to step 224.
In step 224, the system checks to determine whether the mode switch has been activated. If the answer is no in step 224, the system proceeds to step 204 and
processing continues as already previously described. The system remains in the fully automatic mode until another mode is selected by the rider. On the other hand, if the system determines in step 224 that the mode switch has been activated, the system proceeds to step 226. In step 226, the system proceeds to the next mode in the sequence. To shift quickly and smoothly, overtravel of the derailleur is often required. During overtravel, the derailleur is moved slightly beyond the position which would be required for proper chain and sprocket
alignment. As soon as the chain and the sprocket mesh properly, the derailleur is moved to the predetermined position stored in the memory for the particular
sprocket in the set of gears. The amount of overtravel required to make an efficient, rapid, and accurate gear shift usually depends on the specific geometry of the derailleur and sprocket. The present invention, as part of its processing, can provide the necessary amount of overtravel for each particular chain and sprocket combination. Futhermore, the amount of overtravel can be reprogrammed depending upon the particular bicycle on which the system is installed. Once the amount of overtravel is determined, it may be stored in the computer on a sprocket by sprocket basis or a fixed amount of overtravel for the system may be provided. When the present invention shifts the gears, either in the manual, semi-automatic, or automatic modes, the derailleur is momentarily moved beyond the center of the intended sprocket (i.e., beyond the predetermined position stored in memory) by the amount of overtravel stored in memory. The derailleur is then moved back to the predetermined position so that the derailleur is aligned with the center of the chosen sprocket.
The present invention thus provides a flexible, reprogrammable derailleur positioning system. Due to the use of highly accurate, close loop feedback control of the front and rear derailleur positions, accurate positioning of the derailleurs is obtained. Furthermore, if the system is installed on a variety of bicycles, the positions of the derailleurs can simply be reprogrammed into the memory of data processing unit 32 thus allowing the system to be installed on a wide variety of bicycles due to this programming capability. For example, linear potentiometer 424 may provide one inch of usable travel. Electronics included in data processing unit 32 including, for example, an eight bit analog to digital converter and a microcomputer yields a linear actuator positioning accuracy of 0 . 0046 inches ( 0 . 117 mm). The high accuracy of the positioning system of the present invention allows the present invention to be installed on different bicycles or on bicycles made by different manufacturers with no changes to the physical configuration of the components. All that would be required is reprogramming of the derailleur positions into the memory of data processing unit 32 to thus accommodate virtually any physical configuration of multi-gear type bicycles.
The electronic bicycle transmission control systemof the present invention allows fully automatic control of gear shifting operations while improving the rider's efficiency as well as safety. The control system is retrofittable to a wide range of conventional bicycles and, in one version, adds less than two pounds to the weight of the bicycle and therefore does not adversely affect the weight or handling characteristics of the bicycle. In another embodiment, the system may be built into a bicycle during the manufacturing process. In addition, the system is able to complete a gear shift operation in approximately one second. This shift time is usually faster than a rider is able to achieve manually as well as being more accurate because the correct positions for the derailleurs for each gear have already been stored in the system memory.
Having thus described one particular embodiment of the invention, various alterations, modifications, and improvements will readily occur to those skilled in the art. For example, it will be appreciated that the present invention is not limited solely to ten-speed type bicycles but may in fact be retrofitted on a variety of multi-gear type bicycles such as 15, 20 or even 24 speed bicycles.
One skilled in the art will also realize that the present invention can be integrated into the bicycle itself. Motors, sensors, batteries, and switches can be designed into the frame of the bicycle, thereby
decreasing system weight and wind resistance.
Furthermore, the handlebar mounted switches could be replaced with voice activated sensors using voice recognition electronics .
Additionally, features of current bicycle computers, including torque measurement for calculation of work output, altimeter functions, heart rate monitoring, downloading data to a computer for displaying and recording the rider's performance, and other features can all be incorporated into the present invention.
Some of these capabilities, when added to the present invention, form the basis for an expert system for determining when to shift gears for optimum performance and efficiency. For example, expert system software could learn how a particular rider's power output varies as a function of altitude, heart rate, and cadence, and then control the gear ratio selection accordingly. One skilled in the art will further appreciate that the present invention is not limited to bicycle
applications only, but may be retrofitted on a wide variety of human-powered vehicles. Such alterations, modifications, and improvements as are made obvious by this disclosure are intended to be part of this
disclosure though not expressly stated herein, and are intended to be within the spirit and scope of the i nvention. Accordingly, the foregoing description is by way of example only and is not intended as limiting. The invention is limited only as defined in the
following claims and the equivalents thereto.
What is claimed is:

Claims

1. A bicycle transmission control system
comprising:
means responsive to a rider for generating torque;
means for transmitting torque from said generating means to at least one wheel of the bicycle;
means for determining a cadence of the generating means; and
means for adjusting the transmitting means in response to the determining means.
2. The control system of claim 1 wherein the determining means further comprises means for computing a gear ratio of the transmitting means.
3. The control system of claim 2 wherein the determining means further comprises means for sensing a speed of the bicycle.
4. The control system of claim 3 further
comprising control means responsive to the determining means and the speed sensing means for controlling the adjusting means.
5. The control system of claim 4 wherein the adjusting means further comprises actuation means including motor means.
6. The control system of claim 5 further
comprising shift arm means coupled to and controlled by said actuation means.
7. The control system of claim 6 wherein the control means further comprises digital data processing means.
8. The control system of claim 7 further
comprising calibration means including memory means for determining and storing a state of the adjusting means for each gear ratio.
9. A transmission control system for a
human-powered vehicle comprising:
a gear means;
a crank means coupled to the gear means;
means for determining a cadence of the crank means; and
means for adjusting the gear means in response to the determining means.
10. The control system of claim 9 further
comprising control means responsive to the cadence determining means for controlling the adjusting means.
11. The control system of claim 10 wherein said control means includes comparison means for comparing the cadence with predetermined limits.
12. The control means of claim 11 wherein said control means includes means responsive to the
comparison means for controlling the adjusting means.
13. The control system of claim 12 wherein said control means includes computer means.
14. The control system of claim 13 wherein said control means includes at least one gear position sensor
15. The control system of claim 14 wherein said adjusting means includes at least one actuator
comprising motor means.
16. The control system of claim 15 wherein said adjusting means further comprises at least one bellcrank pivotally coupled to and controlled by said at least one actuator.
17. The control system of claim 16 further
comprising at least one switch means for directing said computer means to adjust the gear means.
18. A method for controlling gear changing in a bicycle transmission comprising the steps of:
a) calculating a cadence from bicycle speed and gear ratio;
b) determining if the calculated cadence is within predetermined limits and
c) providing a signal if the calculated cadence is outside the predetermined limits.
19. The method of claim 18 further comprising the step of changing gear ratios in response to the provided signal.
20. The method of claim 19 wherein the step of changing gear ratios further comprises decreasing the gear ratio if the calculated cadence is below a lower predetermined limit.
21. The method of claim 19 wherein the step of changing gear ratios further comprises increasing the gear ratio if the calculated cadence is above an upper predetermined limit.
22. The method of claim 18 wherein the step of signaling includes providing a first signal if the calculated cadence is below a lower predetermined limit and a second signal if the calculated cadence is above an upper predetermined limit.
23. The method of claim 19 further comprising the step of storing a state of the transmission for each gear ratio.
24. The method of claim 23 wherein the step of storing a state of the transmission includes storing at least one position of at least one derailleur in the transmission.
25. A bicycle including a frame, a set of gears, a derailleur controlled by a shift cable for selecting one of the gears, and having a retrofittable derailleur control system installed on the bicycle comprising an electro-mechanical actuation means attached to the frame, a shift arm means pivotally attached to the frame and coupled to the actuation means so that the shift arm means, in response to movement of the actuation means, acts on the shift cable to control the derailleur to select one of the gears.
26. The retrofittable control system of claim 25 wherein the actuation means further comprises a rotating tubular portion having an inner threaded periphery.
27. The retrofittable control system of claim 26 further comprising a thread shaft having two ends, one end engaging the threaded inner periphery and the other end pivotally coupled to the shift arm means.
28. The retrofittable control system of claim 27 wherein the shift arm means comprises a bellcrank means having a planar configuration.
29. The retrofittable control system of claim 28 wherein the bellcrank means includes an actuation point which engages the shift cable.
30. A bicycle transmission control system
comprising:
a derailleur means for moving a chain between gears;
means for sensing a position of the derailleur means; and
means, responsive to the position sensing means, for controlling the position of the derailleur means .
31. The bicycle transmission control system of claim 30 further comprising actuation means coupled to the derailleur means and responsive to the control means, for changing the position of the derailleur means.
32. The bicycle transmission control system of claim 31 further comprising switch means for signaling the control means to change the position of the
derailleur means.
33. The bicycle transmission control system of claim 30 further comprising means for sensing bicycle speed.
34. The bicycle transmission control system of claim 33 further comprising means for sensing a cadence.
35. The bicycle transmission control system of claim 34 wherein the control means includes means for calculating a gear ratio based on sensed bicycle speed and sensed cadence for each position of the derailleur means.
36. The bicycle transmission control system of claim 34 wherein the control means includes means for sorting the calculated gear ratios.
37. The control system of claim 14, wherein the computer control means includes means for calculating a gear ratio based on sensed bicycle speed and the cadence determined by the cadence determining means for each position of the derailleur means.
38. The control system of claim 37 wherein the control means includes means for sorting gear ratios calculated by the calculation means.
39. The retrofittable control system of claim 29 wherein the actuation point slidably engages the shift cable.
40. The control system of claim 8, wherein the transmitting means includes first and second sets of gears and an endless chain coupling between the first and second sets of gears.
41. The control system of claim 40 further
comprising first and second derailleurs for positioning the endless chain on selected gears in the first and second sets of gears.
42. The control system of claim 41 wherein the actuation means includes first and second actuators and the shift arm means includes first and second shift arms respectively coupled to the first and second actuators.
43. The control system of claim 42 wherein the control means includes means for independently selecting a respective position of the first and second
derailleurs to compensate for an angle of the endless chain coupling between the first and second sets of gears.
44. The control system of claim 43 wherein the first and second sets of gears each include a plurality of coaxially mounted gears.
45. The control system of claim 44 wherein the coaxially mounted gears in the first or second set of gears are uniformly spaced from one another.
46. The control system of claim 45 wherein the coaxially mounted gears in the first or second set of gears are nonuniformly spaced from one another.
47. In a bicycle having at least one set of
sprockets coupled to at least one wheel and a chain which is selectably moved between individual sprockets in the set of sprockets by an adjusting means, a
programm abl e, retrof i t t abl e c on t rol system , com pri si n g : switch means for entering data relating to at least a physical configuration of the at least one set of sprockets;
reprogrammable memory means for storing the data relating to at least the physical configuration of the at least one set of sprockets and data relating to a state of the adjusting means for any selected individual sprocket in the set of sprockets;
accessing means for retrieving the data stored in the memory means;
means for receiving commands from a rider, the commands indicating a desired position of the adjusting means; and
control means, responsive to the means for receiving commands and the data retrieved by the accessing means, for controlling the adjusting means to move the chain to any selected individual sprocket in the set of sprockets
48. The programmable, retrofittable control system of claim 47 wherein the control means further comprises position sensing means, coupled to the adjusting means, for providing a signal representative of a position of the adjusting means.
49. The programmable, retrofittable control system of claim 48 wherein the control means further comprises means, responsive to the position sensing means for signalling the control means when the adjusting means has reached a selected position corresponding to a selected individual sprocket in the set of sprockets.
50. The programmable, retrofittable control system of claim 47 wherein the memory means stores a cadence of the rider.
51. The programmable, retrofittable control system of claim 47 wherein the memory means stores at least one calculated gear ratio.
52. The programmable, retrofittable control system of claim 48 wherein the memory means stores a plurality of calculated gear ratios.
53. The The programmable, retrofittable control system of claim 47 wherein the memory means stores a set of calculated gear ratios ordered from highest to lowest gear ratio.
54. A transmission control system for a
human-powered vehicle, comprising:
a gear means;
a crank means coupled to the gear means;
cadence determining means for determining a cadence of the crank means;
adjusting means including at least one linear actuator for varying a gear ratio of the gear means; at least one gear position sensor; and
computer control means responsive to the cadence determining means and the at least one gear position sensor for controlling the adjusting means, the computer control means comprising means for comparing the cadence with predetermined limits and means
responsive to the comparison means for controlling the adjusting means.
55. The transmission control system of claim 54 wherein the gear position sensor comprises a linear potentiometer.
56. The control system of claim 8 further
comprising overtravel means responsive to the control means for controlling the adjusting means.
57. The control system of claim 56 wherein the overtravel means moves the adjusting means a fixed distance beyond a predetermined position indicated by the control means and wherein the overtravel means moves the adjusting means from the fixed distance back to the predetermined position.
58. The control system of claim 57 wherein the overtravel means moves the adjusting means within a fixed amount of time.
59. The method of claim 24 further comprising the step of overtravelling when changing gear ratio.
60. The method of claim 59 wherein the step of overtravelling includes moving the derailleur a fixed distance beyond the stored position and moving the derailleur from the fixed distance back to the stored position.
61. The method of claim 60 wherein the step of overtravelling includes overtravelling within a fixed amount of time.
PCT/US1991/002948 1990-05-08 1991-04-30 Bicycle electronic transmission control system WO1991017078A1 (en)

Priority Applications (6)

Application Number Priority Date Filing Date Title
DE69129656T DE69129656T2 (en) 1990-05-08 1991-04-30 ELECTRONIC CONTROL SYSTEM FOR THE TRANSMISSION OF A BICYCLE
CA002082401A CA2082401C (en) 1990-05-08 1991-04-30 Electronic transmission control system for a bicycle or the like
JP3509021A JPH10511621A (en) 1990-05-08 1991-04-30 Electronic conduction control device for bicycles etc.
EP91909205A EP0527864B1 (en) 1990-05-08 1991-04-30 Bicycle electronic transmission control system
US07/946,379 US5356348A (en) 1990-05-08 1992-04-30 Electronic transmission control system for a bicycle or the like
US08/289,087 US5569104A (en) 1990-05-08 1994-08-11 Electronic transmission control for human powered vehicle

Applications Claiming Priority (2)

Application Number Priority Date Filing Date Title
US520,627 1990-05-08
US07/520,627 US5059158A (en) 1990-05-08 1990-05-08 Electronic transmission control system for a bicycle

Publications (1)

Publication Number Publication Date
WO1991017078A1 true WO1991017078A1 (en) 1991-11-14

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Application Number Title Priority Date Filing Date
PCT/US1991/002948 WO1991017078A1 (en) 1990-05-08 1991-04-30 Bicycle electronic transmission control system

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US (5) US5059158A (en)
EP (1) EP0527864B1 (en)
JP (1) JPH10511621A (en)
AT (1) ATE167650T1 (en)
CA (1) CA2082401C (en)
DE (1) DE69129656T2 (en)
WO (1) WO1991017078A1 (en)

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US5728017A (en) 1998-03-17
DE69129656D1 (en) 1998-07-30
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US5356348A (en) 1994-10-18
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CA2082401C (en) 2002-07-16
ATE167650T1 (en) 1998-07-15
US5059158A (en) 1991-10-22
US5538477A (en) 1996-07-23
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JPH10511621A (en) 1998-11-10
EP0527864B1 (en) 1998-06-24

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