# US 10,479,659 B2 · Mechanism to selectively fix or free planetary carrier of epicyclic gearbox > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 10,479,659 B2 - Document ID: US10479659B2 - Status: Granted - Kind: B2 - Application number: 15/333,032 - Filed: 2016-10-24 - Published: 2018-04-26 - Granted: 2019-11-19 - Earliest claimed: 2016-10-24 - Assignees: Ingersoll-Rand Company - Applicants: Ingersoll-Rand Company - Inventors: Stephen David Louis Snider - Web page: https://patentgrep.com/patent/US10479659B2 ## CPC - B66D 1/225: {variable ratio or reversing gearing (fixed ratio gearing B66D1/22)} - B66D 5/00: Braking or detent devices characterised by application to lifting or hoisting gear, e.g. for controlling the lowering of loads (for pulley blocks B66D3/10) - B66D 5/24: Operating devices - F16H 3/001: {convertible for varying the gear ratio, e.g. for selecting one of several shafts as the input shaft} - F16H 3/725: {with means to change ratio in the mechanical gearing} - F16H 3/728: {with means to change ratio in the mechanical gearing} - F16H 3/64: composed of a number of gear trains, the drive always passing through all the trains, each train having not more than one connection for driving another train - F16H 2200/0034: the gear ratios comprising two forward speeds - F16H 2200/2005: with one sets of orbital gears - F16H 2200/201: with three sets of orbital gears - F16H 2200/2033: with one engaging means - F16H 2200/2035: with two engaging means - B66D: CAPSTANS; WINCHES; TACKLES, e.g. PULLEY BLOCKS; HOISTS (winding or unwinding ropes or cables for feeding or storage purposes B65H; rope or cable winding or unwinding mechanisms for lifts B66B) - F16H: GEARING ## Abstract The present invention provides methods and mechanisms to selectively fix or free a planetary carrier of a epicyclic gearbox, thereby allowing dual modal operation of the gearbox and facilitating selective operation of a device, such as a winch, having capacity to safely and efficiently operate in a high load heavy lifting utility mode and a low load light lifting personnel mode. ## Claims ### Claim 1 A method for selectively fixing or freeing a planetary carrier of an epicyclic gearbox of a dual capacity winch, the method comprising: providing a dual capacity winch having a single epicyclic gearbox coupled to a drum of the winch, wherein the drum of the winch is supported by at least one stationary winch upright; providing a first motor configured to drive a sun gear of the epicyclic gearbox so that the operation of the gear box, when the sun gear is driven, results in substantial torque multiplication; providing a second motor configured to drive a planetary carrier of the epicyclic gearbox, so that the resulting gear ratio is significantly lower than when the sun gear is driven; providing a brake to selectively prevent movement of the sun gear; and providing a locking mechanism configured to engage and drive the planetary carrier of the epicyclic gearbox, wherein the locking mechanism includes a movable portion configured to: selectively engage and lock with a shaft fixedly coupled with the planetary carrier while remaining locked against rotation by fasteners connected to at least one stationary winch upright, when the sun gear is driven; and to selectively disengage and unlock from the shaft fixedly coupled with the planetary carrier, when the planetary carrier of the epicyclic gearbox is driven. ### Claim 2 (depends on 1) The method of claim 1, wherein the epicyclic gearbox includes multiple stages. ### Claim 3 (depends on 1) The method of claim 1, wherein the movable portion of the locking mechanism is a threaded lock plate configured to be driven by a threaded coupler selectively moved by a linear actuator. ### Claim 4 (depends on 1) The method of claim 1, wherein driving the sun gear corresponds to a heavy lifting operation mode of the dual capacity winch, wherein the heavy lifting mode is selected when the locking mechanism is locked into orientation with the at least one winch upright. ### Claim 5 (depends on 4) The method of claim 4, wherein when the heavy lifting load is selected, a light lifting mode is automatically prevented from becoming operable, so that the first and second motors cannot act on the gearbox at the same time. ### Claim 6 (depends on 1) The method of claim 1, wherein driving the planetary carrier corresponds to a light lifting operation mode of the dual capacity winch, wherein the light lifting load is selected when a shaft of the locking mechanism is free to rotate and is not locked into orientation with the at least one winch upright. ### Claim 7 (depends on 6) The method of claim 6, wherein when the light lifting load is selected, a heavy lifting mode is automatically prevented from becoming operable, so that the first and second motors cannot act on the gearbox at the same time. ### Claim 8 A method of selectively driving different stages of an epicyclic gearbox of a dual capacity winch having high load and low load operation modes, the method comprising: selecting a high load operation mode of a dual capacity winch and utilizing a first motor to drive a gear of an epicyclic gearbox to turn a drum of the winch, wherein a locking mechanism is coupled to a planetary carrier of the epicyclic gearbox and is selectively engaged by axial positioning of a movable locking plate which is axially slidably connected with a winch upright of the winch, thereby preventing rotational movement of the planetary carrier, when then high load operation mode is selected; selecting a low load operation mode of the dual capacity winch and utilizing a second motor to drive the planetary carrier of the epicyclic gearbox to turn the drum of the winch with a much lower gear ratio than the high load operation, wherein the locking mechanism remains coupled to the planetary carrier but is selectively disengaged by axial positioning of the movable locking plate from the winch upright, thereby permitting rotational movement of the planetary carrier, when the low load operation mode is selected; and preventing rotational movement of the gear, when the low load operation mode is selected. ### Claim 9 (depends on 8) The method of claim 8, wherein the gear is a sun gear of a first stage of the epicyclic gearbox. ### Claim 10 (depends on 8) The method of claim 8, wherein the planetary carrier is configured to drive at least a last stage of the epicyclic gearbox. ### Claim 11 (depends on 8) The method of claim 8, wherein the selection of a mode automatically places the winch into a configuration that prevents another mode from becoming operable, so that the first and second motors cannot act on the gearbox at the same time. ### Claim 12 (depends on 8) The method of claim 8, wherein the gear ratio corresponding to the high load operation mode is approximately 64:1. ### Claim 13 (depends on 8) The method of claim 8, wherein the gear ratio corresponding to the low load operation mode is approximately 1:1. ### Claim 14 (depends on 8) The method of claim 8, wherein selective engagement or disengagement of the locking mechanism with the winch upright is effectuated by an actuator that moves a component of the locking mechanism into a configuration that either prevents or permits rotational movement of a shaft of the locking mechanism. ### Claim 15 A locking mechanism to selectively fix or free a planetary carrier of an epicyclic gearbox, to selectively drive different stages of the epicyclic gearbox, the mechanism comprising: a shaft, configured to be driven by a first motor, wherein the shaft is coupled to a planetary carrier of an epicyclic gearbox, the shaft having engagement features; a locking component, having shaft engagement features configured to movably engage the engagement features of the shaft; and an actuator, the actuator configured to move the locking component between: a first position, wherein the shaft locking features of the locking component are in physical engagement with the locking features of the shaft shaft, so that the shaft is not free to spin and be driven by the first motor, but a gear of the epicyclic gearbox is free to be driven by a second motor; and a second position, wherein the shaft engagement features of the locking component are disengaged from the engagement features of the shaft, so that the shaft is free to spin and be driven by the first motor wherein in both the first and second positions, the locking component is locked against rotation by fasteners connected to at least one stationary winch upright. ### Claim 16 (depends on 15) The locking mechanism of claim 15, wherein the locking mechanism and epicyclic gearbox are components of a dual capacity winch. ### Claim 17 (depends on 16) The locking mechanism of claim 16, wherein the locking component is a locking plate having external threads configured to operate with internal threads of the threaded coupler, and the shaft engagement features of the locking component are radially internal splines, and the engagement features of the shaft are radially external splines. ### Claim 18 (depends on 15) The locking mechanism of claim 15, wherein the actuator moves a threaded coupler, which, in turn, moves the locking component. ### Claim 19 (depends on 15) The locking mechanism of claim 15, wherein the first position of the actuator corresponds to a high load heavy lifting mode of a dual capacity winch, and the second position of the actuator corresponds to a low load light lifting mode of the dual capacity winch. ### Claim 20 (depends on 19) The locking mechanism of claim 19, wherein when one lifting load of the dual capacity winch is selected, any other mode is automatically prevented from becoming operable, so that the first and second motors cannot act on the gearbox at the same time.