1
10
162
-
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Dublin Core
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Title
A name given to the resource
Subseries II-B - Business-related materials, 1917-circa 1965
Description
An account of the resource
Business-related materials, 1917-circa 1965
Identifier
An unambiguous reference to the resource within a given context
2005-10-06-B, Subseries II-B
Text
A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text.
Dublin Core
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Identifier
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2005-10-06-B_text_288_01
2005-10-06-B_text_288_02
2005-10-06-B_text_288_03
2005-10-06-B_text_288_04
Title
A name given to the resource
[Memorandum issued by Film Editor, Boeing News Bureau, June 10, 1963]
Source
A related resource from which the described resource is derived
The William E. Boeing Sr. Papers (2005-10-06-B), Box 4, Folder 44
Creator
An entity primarily responsible for making the resource
Boeing Company
Description
An account of the resource
<p>Memorandum issued by the Film Editor, Boeing News Bureau, June 10, 1963. Lists Boeing promotional films available for loan. Four typed pages.</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1963-06-10
Subject
The topic of the resource
Boeing Company
Format
The file format, physical medium, or dimensions of the resource
lists (document genres)
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William E. Boeing Sr. Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
No copyright - United States
-
https://digitalcollections.museumofflight.org/files/original/829ec76194cbe9dd956123833044d36c.JPG
4c0aacd527af17eee4f207bf3f91863a
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Title
A name given to the resource
Subseries II-A - Correspondence and philatelic materials, circa 1910-1963
Description
An account of the resource
Correspondence and philatelic materials, circa 1910-1963
Identifier
An unambiguous reference to the resource within a given context
2005-10-06-B, Subseries II-A
Still Image
A static visual representation. Examples include paintings, drawings, graphic designs, plans and maps. Recommended best practice is to assign the type Text to images of textual materials.
Dublin Core
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Identifier
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2005-10-06-B_text_165_01
Title
A name given to the resource
[Memorandum to Mr. Foley from Mr. Ortman and Mr. Brink, November 2, 1917]
Source
A related resource from which the described resource is derived
The William E. Boeing Sr. Papers (2005-10-06-B), Box 3, Folder 47
Description
An account of the resource
<p>Memorandum to Mr. Foley from Mr. Ortman and Mr. Brink, November 2, 1917. States that they are unable to answer how much material was purchased, as they don't keep records. Also asks Mr. Foley to keep records through purchase orders. One typed page.</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1917-11-02
Subject
The topic of the resource
Boeing Company
Format
The file format, physical medium, or dimensions of the resource
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William E. Boeing Sr. Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
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8ec3e70e91a20f32861e230aa6c0fdba
Dublin Core
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Title
A name given to the resource
Subseries V-E - Photographs, 1962-1970, 1991, undated
Description
An account of the resource
Photographs, 1962-1970, 1991, undated
Identifier
An unambiguous reference to the resource within a given context
2000-06-20, Subseries V-E
Text
A resource consisting primarily of words for reading. Examples include books, letters, dissertations, poems, newspapers, articles, archives of mailing lists. Note that facsimiles or images of texts are still of the genre Text.
Dublin Core
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Identifier
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2000-06-20_text_021_01
2000-06-20_text_021_02
Title
A name given to the resource
[Memorandum to Lear Jet employees from Bob Hagan, October 9, 1963]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 73, Folder 3
Creator
An entity primarily responsible for making the resource
Hagan, Robert
Description
An account of the resource
<p>Memorandum to Lear Jet employees from Bob Hagan, Manufacturing Superintendent and Chief of Flight Test, October 9, 1963. Sends thanks and congratulations to employees for a job well done and shares highlights from the test flight of the Learjet 23. Two typed pages on Lear Jet stationery.</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1963-10-09
Subject
The topic of the resource
Lear Jet Corporation
Learjet 23
Airplanes, Company
Hagan, Robert
Airplanes--Flight testing
Extent
The size or duration of the resource.
2 pages ; 8.5 x 11 in
Language
A language of the resource
English
Format
The file format, physical medium, or dimensions of the resource
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
https://digitalcollections.museumofflight.org/files/original/74b185c3c737eee286770319d86579cc.pdf
4249aeb1696957c1a4261d6aed38541e
PDF Text
Text
1E.~11
_
T 77fJii lD_..._ U.
.
_LJJJ.._
INDUSTRIES,
STEREO DIVISION
INC.
June 12, 1968
William P. Lear l Sr.
Charles C. Gates, Jr.
Robert G. Bonham
Harold R. Boyer
. Gilmore Flues
alcolm S . Harned
D. Jabara
. Long
David VanAlstyne
To:
From:
Subject:
o Factory Branch
Attached is a photograp
located at 14000 W. Seven
we are in limited operation,
the . next _s ixty days.
of the new Lear Jet Stereo Factory Branch,
ile Road, in Detroit. At the present time,
expect things to really pick up within
Its location is ideal, since
on a main artery, very close to a
major intersection. It has eight ins llation stalls, as well as a warranty
station operation on the second floor.
In effect, we are becoming our own istributor in the Detroit area,
signing up our own dealers from this branc . We are not in the retail
business as such, but we are making it muc easier to do the distribution
job for our dealers. In addition ·to our own u
distributor of tapes.
If you have any questions concerning this
answer them at our next Board Meeting.
cc:
at ion, I will be glad to
W. M. Conlin
S. H. Auld
H. C. Meyer
W. H. Webster
13131 LYNDON AVENUE
DETROIT, MICHIGAN 48227
(313) 272-0730
�End of this
document
�Is that correct - charge corporate?
August 17, 1966
K. M. Miller - Detroit
June Shields
Home Stereo Unit for Jack Entratter., Sands Hotel,. Las Vegas,. Nevada
Mr. Lear said to ask you if a home stereo un.it had been sent to
Jack Entratt r. (Since I don't have a record, I'm sending you
his address, pbonc numoer., etc. so that if you haven't already
su;,pHetl it, you may do so. )
Mr. Entratter is an old friend of l\lr. Lear., and as far as Lear
Jet Corporation goes, owns a /ece of the action. I' n sure no
. address would be needed for him other than in care of the Sands
at Las Vegas. His phone numt)er there is:
702:
735-9111
Unless you hear from us to the contrary, bill Lear Jet Corporation
9:s a corporate charge.
Sm.
�. . To ......................................................................................... .
Date.............. 8 / 1 6_/ 6 6 ............................................. .
Prom ..................................................................................... .
Mrs. Lear said:
/
I
Ask WPL about a home stereo unit for Jack Entratter.
~ ,f"'~f'\
t.J 0-.C ~
l'j,a,u,,,a,t,
*
PRINTING & LITHOGRAPHING
84 10 W EST H IGH W AY 54
PHONE
P A 2•3351
~
,..) ~
-,- -
�End of this
document
�FOR SALE IN DETROIT
54,0()0 SQUARE FEET
MODERN ALES ~ND DISTRIBUTIO
SUITABLE FOR MA
r
*
AREHOUSIN
BEAUTIFUL AIR-CONDITIONED OFFICES AND DISPLAY AREAS
*4
*
400' RAIL SIDING
*
*
LARGE TRUCK WELL
ROOM FOR- EXPANSION-5 ACRE SITE
MINUTES FROM EXPRESSWAY
*
*
SPACIOUS PARKING
SUPERB LOCATION IN N.W. DETROIT
ED.. J. DUZY
CONTACT
HoM:ER WARREN
&
CoM:PANY
MEMBER SOCIETY OF INDUSTRIAL REAL TORS
600 DIME BUILDING
DETROIT 26, MICHIGAN
WO 1-0321
�M)TOROLA, roc. PROPERTY
Detroit, Michigan
SPECIFICATION SHEET
I.DCATION:
13131 LYNIDN AVENUE between Schaefer and Meyers Road
N.W. section ·of Detroit.
Approximately 5 Acres. 460 feet on Lyndon Avenue,
416 feet deep to Penna R.R. Zoned Heavy Manufacturi~.
-BUILDIN3:
OFFICE AND DISPLAY AREA
Brick and steel construction size 180'xl00 9
18,000 sq. ft.
WARHDUSE AREA
Cement block construction with 14' ceiling,
steel deck, 40'x40' post spacings
36,000 sq. ft.
TOTAL
FEATURES:
1.
2.
3.
4.
5.
6.
7.
(
PRICE:
Constructed in 1954.
Office and display area air conditioned.
Sprinkler protected.
Recessed truck well for 5 trucks.
Oil fired boiler.
400 1 Penna R.R. siding.
Spacious parkinJ areas.
$460,000.00 Cash.
1964 ASSESSED VALUATION:
Land
Building
Will consider lor13 term lease.
$ 64,840.00
232,150.00
$296,990 .oo
CURRENT TAXES:
City and School
County
$13,207.74
2 2 ll9.02
$15,326.76
ED. J. DUZY
Contact HOMER WARREN & COMPANY
WO 1-0321
54,000 sq. ft.
�PENNSYLVANIA RAILROAD PORTION OF UNION BELT
632.18
1
/
5 ACRE PLOT
54,000 SQ. FT. BUILDING AREA
C
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SALES
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BUILDING,
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HOMER WARREN
a
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DETROIT 26,
□
DEPRESSED RAILROAD SIDING ::::..S:
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DISTRIBUTION
SCALE
Loans
MICHIGAN
WOl-0321
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NUMBER
4730-X
�P O
13131 LYNOO
A'\7lnror.e
Authoriz d S
Proposed Offer to Buy
vail ble Mortgage
Required Bquity
RTY
D
ROI'l'
ICBI
Price $460,000
$400,000.00
2ao,ooo.oo
120,000.00
Annual
ortgag Debt Service
17 yrs.
6% - $9.40 nnuall.y
Expenses:
Taxe (1965 Reduc d
Fir
s
ss
t)
In urance
12,175.50
480.00
1,soo,00
Maintenance
Tota
$26,320.00
¥
rly
0.,475.50
compared to lea e based on above
figure
ith an inv stor purchasing
and re lizing
10% return
pproxi-
mately
$57,000.00
Saving
Per Year
$16,524.50
�ctTY OF .DETI{O!'f
ADVANTAGES
�CITY OF DETROIT
(Population: 1,670,000)
VILLAGE OF NOVI
(Population: 6,390)
WATER
Detroit has metropolitan system with unlimited
pure supply, high pressure and favorable rates
Depends on wells and water tank
reservoir
FIRE and POLICE
PREVENTION
betroit only 1 of 4 majoi cities in U.S. with
Class 1 fire rating; Police Department of
4,500 men nationally recognized as effective
and efficient
VOLUNTEER FORCE of 28 men;
Class 9 rating; while building
has sprinklers, a short electric
supply could cut off water supply;
police force of 15 persons on
payroll
SEWAGE
Detroit has A-1 facilities for disposal of
waste and storm water
Depends on septic tank and ·
co~tinuing maintenance costs
DEPARTMENT OF PUBLIC
WORKS
Detroit sy~tem highly rated with over 1,500
employees; rigid)y maintained refuse pick-up
Foreman and 3 workers
MASS
TRANSPORTATION
(Employee)
4 bus lines encircle plant and are within
walking distance; near population center of
Detroit area; interconnecting expressway
system to plant
No public transportation system;
employee must have car or .travel
by car pool
TRARSPORTATION
(Shipping and Receiving)
Pennsylvania Railroad on location; Detroit
served by 9 railroads; access to 3 major
expressways connecting to interstate system
within blocks; 200 motor truck carriers based
in Detroit area; in close proximity to majority
of automotive plants (Ford, General Motors,
American Motors and Chrysler); 2 major airports
within 30 minutes
No railroad; accessible to only
one major interstate expressway
MASS
I
more
G
~
o
�CITY OF DETROIT
VILLAGE OF NOVI
LABOR FORCE
Available In immediate area thereby curtailing
absenteeism; training schools nearby, adult
education in universities in vicinity; Michigan
Employment Service Bureau within 1 mile; 2 of
every 7 are skilled compared to 1 of 7 nationally
Recruitment from rural area
LABOR FORCE
Excellent choice housing in immediate neighbor.hood; cultura·l, hospitals, schools, stores,
1 ibraries, universities, recreational facilities;
churches; private clubs in Detroit area; direct
access to Detroit City Airport within city for
executive aircraft (industrial gateway to Detroit)
Housing for executives 1 imited
plus inconvenience of travel to
plant
U.S~ Post Office, police station, fire station
within blocks; Michigan Employment Service Bureau
within 1 mile; in close proximity to major universities for research and development; convenient to
purchasing agents, etc.; fine restaurants for
feeding personnel; motel and hotel accommodations
for staff, visitors, -etc.; plant services without
delay with minimum interruption; productive labor
and supplies readily available
Limited rural location
(Supervisory)
PLANT OPERATION
1/5/65
2
�DETROIT MOTOROLA, INC.
Detroit, Michigan
l)
2)
54,000 : sq. ft. -- 5 acres -- ample parking -- room for expansion
modern up-to-date plant -- prestige location -- 10 years old
. Separate areas for engineering, assembly and machine shop are
presently available
3)
Panelled, air-conditioned Qffices -- carpeted and newly decorated
plus display area
4)
Recessed truck well for 5 trucks
5)
400 ft. Pennsylvania R.R. siding
6)
Automatic sprinkler system
7)
4 minutes to expressway connecting to Metropolitcan Detroit
System
�1 965 .PRODUCTION
s·ALES
&
�1965 PRODUCTION AND
MONTH
SBTS
PBR DAY
SETS
PRR MONTH
ALBS SCHEDULB STBRBO DIVISION
MONfHLY
MATERIAL
MONTHLY
LABOR
SALES
.JAN
FBB
.
Ty
100
1 ,000.00
5 ,ooo. 0')
6,500.00
so
1,200
50,400.00
10,000.00
78,000.00
MAY
1S0
3,300
138,600.00
14,85).00
214,500.00
JUNB
2S
5,500
231,000.00
23,37S.OO
3S7,500"00
JULY
500
11,000
418,0 0.00
44,000.00
715,000.00
AUG
7S0
16,500
627,000.00
57,750.00
1,072,500.00
SBPT
1,000
22,000
814,000.00
77,000.00
1,430,000.00
OCT
1,500
33,000
1,221,000.0
115,500.00
2,14.5,000.00
NOV
2, 00
44,000
1,628,000.00
154,000.00
2,860,000.00
DEC
2,000
44,00,'.)
1 1 628 1 000.00
14,000.00
2 2860 2000.00
180,600
$6,766,000.00
$655,475.00
$11,739,000.00
RCH
APRIL
TOfALS
�PROFI'I' s,,.
toss
FORECAST
�PROFIT :AND LOSS FORECAST
N t Sale
$11,739,000.00
Variable Rx
ns
at rial
Direct Labor
*Variable Overhead
Total Variable
N t A£ter Variabl
$6,766,000.00
655,475.00
2,111,203.00
9,532,678.00
$
*Fixed Bx . n es
Operativ
o tax
178,675.50
Profit
- Stat
•See attached
2,206,322.00
$
2,027,646.50
or Federal or Corporative Allow nee
beets.
�VARtA~LE EXPENSES
�Variable Expense
Indirect Labor
Hourly Supervi ion
78,000.00
10
Clerical+ General
261000.00
5
32,000.00
4
Hourly)
70,000.00
10
Premium Overti e
37,500.00
Technicians+ Engineers
Service (Maintenance
and Service Centers
Inspection-
104,000.00
20
200,000._00
8
Supervisory
96,000.00
8
Technical+ Pro£fssional
Staff+ Admini tr tive
50#000.00
1000000.00
3
9
25,000.00
5
Hourly employees perfor ing
supervision duties
Employees, secretaries, clerks,
office achine operators
Bo rly technical draftsman,etc.
Coordinators-, Planners, schedulers, etc. - Maint. Personnel
10,000 hours per year-average
200 per week
Hourly Line Inspectors (yearly
monthly average)
Salaries
Officer
+ Executives
Other Salaries
Coporate Division Mgr. Functional Group Mgrs
General Foreman, Supervisors,
Group Leaders
Engineer~ Specialists
Personnel Mgr, Buyers, Accounting, etc.
Clerks, Material, Quality
Control, Shipping, etc.
BmPloyee Insurance
Averag.e runs ._ 70 cents per
hour to cover item listed based
on year aver ge
Vacation Pay
Holiday Pay
Group Insurance
327,603.00
Workman 1 s Comp.
Taxes - State Unemployment
Taxes Federal Unemployment
Employment would be taken on
225 employee
Taxes F.l:.C.A.
Personnel Moving Expense
12,000.00
Berating Supplies+
aterials
General Operating Supplies
Stationery, Office+ Eng.
Supplies
5,000.00
7,500.00
15
Present staff+ 3 to be hired
(800.00 average)
�P ge - 2 -
Oils+ Lubricants
Fuels+ Lubricants
Transportation
3,500.00
5,000.00
Janitorial+ Cleaning
Supplies
4,000.00
Packaging+ Shipping
Materials
2,500.00
Bxperi ental + Develop ent
Materials
10,000.00
Expen e Tools+
Equipment
12,000 .. 00
Cutting Tools
Hand+ Power Tools
Measuring Devices
Jigo, + Fixtures
Equipment
&
Other Tools
8,000.00
2,000.00
15,000.00
11,300.00
5,000.00
Incoming Inspection Equipment
Repair·si Maintenance +
Rearrangements.
aintenance Labor+ Burden,
Land & Grounds.
ainten nee Material+
Supplies Land
&
Ground.
earrangement Labor+ Burden,
Plant Facilities.
75,000.00
Rearrangement Material+ Supplies
Pl nt Facilities.
Plant Maintenance, Labor+ Burden,
Machinery, Bldg, Supplies.
Service+ Utilities
Gas, Fuel Oi l
6,000.00
4,000.00
Electric
1,000.00
Water
12,000.00
Telephone + Tel·e graph
Purchased Outsid Services
(Legal+ Professional)
Purchased Outside Service
5,000.00
Other
General
Freight, Express* Parcel Post 5,200.00
1,500.00
Postage
Co pany Auto+ Truck
Expense
Business Travel
5,200.00
15,000.00
�Page -
Courte y Expense
echnical Publication
S ples
Advertising+ ale
Promotion
O.E.M. Co iai.ons
Policy+ arranty
dju ·tments
Dues,
ub criptions
Eduction+ Training
Sundry - Expense
2.soo.00
250.00
10,000.00
487,900.00
130,000.00
75,000.00
250.00
5,000.00
1,soo.00
$2.111,203.00
3 -
�.FlXEb EXPENSES
\
�FI ED EXPENSES
Fixed Co ts
Buildin - Down Payment
~ortgage - Land & Building
ent, Equipment
Insurance, Fire
120,000.00
26.,320.00
1,200.00
480.00
Taxes (Personal Property)
12,175.50
Depreciation., Mabhinery & Equip ent
Depr ciation, Office Furniture & Equipment
Depreciation, Tran port tion Equipment
15,000.00
2,000.00
1,500.00
178,675.50
10 ye rs
5 ye rs
5 ye rs
�CA IrrtAL EQU!PMENT
�2,. 2.
• 5 •
7 •
0
.
1 •
•-
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2.
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2. 00.00
1,000.00
a.
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16.
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3,000.00
-
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J.
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nt in production are
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3.
Audio Lab equipnent
that is
$3,,500.00
and hand equi
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Appro V lue $1#500.00
Approx Valu
$14,000.00
�End of this
document
�To:
P.O.
cc:
s.e. Auld
ro:
om ntelle/
.P. Lear
E.F. O'Bri n
Date:
Subj ct:
Lear
t r o Service
ent r in Detfoit
I
You ar
rvic
July 6, 196
I
r by
signed th r ponsib~iity for est 11 bing a
cent r for Lear stereo equi~Jnt i Detroit.
I
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clo ely ith
. I L rand
rl to
•
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f ciliti , re ne ed. Pl s ch ck
ter
i l l Earl· cone rning the suitability
illia on to he d thi ' peration. If
ey gree he
uggest you tak
t p to ire him.
l
of
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I thi
the ti
it would b w 11 if h
pent
f
days in ~ichit
our 100 unit ar bing fabric t d.
during
I
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to ti ing, the. facility
~he 100 uni
ho ld
liver d
- k of July.
o
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s.H.
SBA/cb
Aul
in o
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troit.
r tion when
i will
�End of this
document
�
Dublin Core
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Title
A name given to the resource
Subseries V-H - Stereo 8 division files, 1963-1974, undated
Description
An account of the resource
Stereo 8 division files, 1963-1974, undated
Identifier
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2000-06-20, Subseries V-H
Mixed Materials
For mass-digitized materials containing a mix of visual and textual items.
Dublin Core
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Identifier
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2000-06-20_container_067
Title
A name given to the resource
[William P. and Moya Olsen Lear Papers, Box 80, Folder 4 - Stereo 8 service center, 1964 July - 1968 June]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 80, Folder 4
Creator
An entity primarily responsible for making the resource
Lear Jet Stereo 8
Description
An account of the resource
<p>Items from Box 80, Folder 4 of the William P. and Moya Olsen Lear Papers, July 1964 to June 1968. Contains memorandums and an information booklet related to the Lear Jet Stereo 8 service center. Four total items.</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1964-1968
Subject
The topic of the resource
Lear Jet Corporation
Lear Jet Stereo 8
Extent
The size or duration of the resource.
4 items
Language
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English
Format
The file format, physical medium, or dimensions of the resource
booklets
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
https://digitalcollections.museumofflight.org/files/original/88ab72dc55ee153431db60af482d242e.pdf
9391ce0fd8e4c07b11284bf0db6c5ea1
PDF Text
Text
JAPAN STEREO WHSE.
REQUIREMENTS :
1.
Determine from Ed Campbell at Detroit requirements for
receipt, storage, selection packaging, redistribution
of Japanese Mfg. Lear Jet Stereo units.
2.
Make arrangements with local warehou sing organization
to handle, or
3.
Set up warehousing in our own facilities.
PROGRAM:
1.
Utilize this useful requirement as an assist in negotiating
with Pacific Freeport Whse. (Herman & Deck) for the provision
of a warehousing facility for them at Lear Reno.
2.
In absence 6f suitable arrangements above, try to set up a
suitable arrangement with Frank Bender to perform the
required functions.
3.
If both of the approaches are not satisfactory, set up our
warehousing arrangement, hire a warehouseman and proceed
with the operation.
ACTION:
7/16/68
1.
Phone Ed Campbell who promised to furnish us complete
information on volume, size, weight of shipments to be
expected, dates of probable deliveries, requirements for
redistributi on ~services etc.
2.
Open negotiations with Edward Deck of Pacific Freeprot to
provide such services or at least to make us an estimate
of the cost as soon as we can define the total service
required.
ts
�End of this
document
�Memorandum from
Dorothy Avers
4/22/68
Thou ht you might like to have the
attached prod ct sheets. These are the
models pres en
in our line.
Having a
scription and model
number at hand ma make it easier for you
�End of this
document
�Interoffice Communication
SUIJECTs
WPL
DATE,
John Titsworth
CCs
March 20, 1967
Henry Wish - Majestic Molded Products
Mr. Wish still has the Stereo Division shut off. Refuses to deliver
to RCA and others. Situation with RCA getting serious. Can you
do anything with Mr. Wish to get him to start production on the
needed parts?
Are you still going to meet with Mr. Wish in Detroit on Wednesday,
March 22?
To Grand Rapids for press conference on Thursday, March 23?
�End of this
document
�J. V. Titsworth
• H. "ebster
Mar~h 10, 1967
W. P. I,ear, Sr. V
H. E. Ock r
STEREO DIVISIO
Mr. Lear ha r qu ted that th
in th Stereo Divi ion:
R. J . Eddy
following be accomplish d
1.
50¼ reduction of force which is now in process.
2.
vrite off all exces, o solete, and out-of-period
costs in February, 1967 .
3.
Charge salary of John Tits rth to Avionics
Division beginning in March.
4.
Reduce corporate allocation to Stereo Divisbn
hich will be accomplished by Harold Ocker.
:pd
�End of this
document
�FORM 650-35
LEAR JET
Inter-Office Communication
TO:
W. Po Lear, Sr.
DATE:
FROM:
W. H. Webster
CC:
SUBJECT:
DECEMBER STEREO DIVISION SALES VOLUME
January 5, 196 7
The Stereo Division sales volume for December has just been
learned and is $710,000, $586,000 below that forecast at the
first o f that month of $1,296,000. This will substantially
increase the December loss over that forecasted and discussed
at noon today with Mr. Barach. I have discussed this with
himo
WHW:pd
--
�End of this
document
�JOHN TITSWORTH - Detroit:
I
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Please send him the 100 blank cartridges mentioned below.
,.
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Than · very mu h f r yo r very ind ~tt r .. f Decemb r 13 ..
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GAUSS ELECTROPHYSICS, INC.
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1653. 12TH STREET
SANTA MONICA, CA
December 13, 1966
Mr. William Lear
Lear Jet Corporation
1801 Avenue of the Stars
Suite 1000
Los Angeles, California
Dear Bill:
Thanks to you and Sam Auld, we have sold a basic Gl2
Duplicat or system to American Sound, and in Addition,
we have received inquries on our equipment from a
number of your licensees. One day, when we're big
enough, we should put you on a finders fee basis.
1
As of last Friday, the Capitol Records duplication
center in Illinois was completed, and high quality
8 track cartridges will be going into the market place
very soon. The sample cartridges we ran off are
absolutely phenomenal in quality and should help to
firmly establish your 8 track system in the home as
well as auto.
Our best wishes to you this holiday season, and a very
prosperous new year.
WLC:bc
cc: Mr. Sam Auld
90404
c213> 451.9a7es
�End of this
document
�TO:
~UBJECT:
All Officers, Directors, Division and
Department Managers
DATE:
Theo. A. Bruinsma
CC:
October 6~_ ~ 9 66
W. P. Lear
Kenneth M .- Miller Moves to New · Post in
Lear Jet's Corporate Headquarters
Effective October 10, 19 66, Kenneth M. Miller, vice president/general manager
of the Stereo Division of Lear Jet Industries, Inc., will relocate at the fi_rm •s
corporate headquarters in Los Angeles as Corporate Vice President. There he
will work directly with me and other corporate officers in servicing the company's
division and subsidiary activities.
John V. Titsworth, vice president/general manager of the company's Avionics
Division will serve as Acting General Manager of the Stereo Division. He will
retain his responsibilities in the Avionics Division.
TAB:tms
�End of this
document
�' ➔I
I
'
LEAR JET •
.
i
I
Interoffice Communication
l
.: TOa
FROM.
All Officers. Directors. Divis ion and
Department Managers
DATE1
Theo. A. Bruins:ma
cc,
October 7, 1966
su1JECT, Stereo Division Organization Change
·.Effective October 10., Mr. Al Brizzolara will assume the duties
of acting assistant general manager of the Stereo Division. He
will report to Mr. John Titsworth, . acting general manager.
J\llr. Brizzolara is vice president-manufacturing of the Avionics
Division. and retains the responsibilities of that position.
Manufacturing-engineering. quality assurance, production
control, p~rchasing and production departments will report to
Mr. Brizzolara. ·
Mr. Brizzolara has some 20 years experience in the commercial
radio and aircraft avionics equipment business. He has served in
various manufacturing management positions.
Mr. Bill Grady., who has been operations manager for the Stereo
Division, will report to Mr. Titsworth in a staff capacity.
/fa/4'~ ~Theo. ::t?4ruinsma
President
TAB me
_ _
�End of this
document
�Inter-Office Communication
TO:
William P. Lear, Sr.
DATE:
January 19, 1967
FROM:
R. Harvey Anselm
CC:
Chandler
SUBJECT:
Jorge Lopez-Pereira
Back in August William Sipprell advised me that Jorge Lopez-Pereira
was interested in again becoming associated with the corporation,
and since my department, Lear Jet International, had a future requirement for someone to handle the Latin-American countries as
stereo regional manager, Jorge was hired.
A contract was executed between the Corporation and Trevesa covering
JorgeYs salary. His first assignment was to provide badly needed
coordination with our stereo licensees in Mexico, Venezuela and Argentina, the distributors we had established, and to survey and evaluate the many applications for distributorships in the other LatinAmerican countries. He also had a problem to placate the distributors who had stereo orders in house which we were unable to deliver.
Jorge completed this tour in early December and since then has been
following a program I set up for him based on instructions I had
received in October that the headquarters of Lear Jet International
would be in the corporate offices in Los Angeles.
This covers the situation up to date.
Thank you.
International
RHA:ec
�End of this
document
�MEMO FOR FILE
4 November 1965
During the morning of 3 November, Mr. Miller telephoned Mr. Williams
and learned that Mr. WUliam ha deoided not to bid on our Stereo
Division's requirements for a third set of tooling and as a third sourc
of molded plastic parts for our cartridge as mblies •
He made the decision in view of the fact he indicated he will require
considerable time to prepare his bid; and in view of the urgency of the
need of the Stereo Division to place an order# Mr. WUliams has withdrawn his interest at this time.
However, I uggested to Mr. Williams that when we reach a position
to require a fourth set of tooling and possibly a fourth molding source
for cartridges, that our Stereo Division• s procurement department wtll
contact Mr. Williams to provid him with an opportu•n ity to bid for this
bu iness. I explain d this would possibly take place during the next
3 to 4 months •
Mr. Williams indicated an interest in obtaining a set of our present
cartridge drawings, and I advised Mr. Williams that there appeared
to be no advantage in providing him with these draw1ngs at this tim •
However, w will be ple sed to provide them to him at the time the
next set of tools is procured so that the drawings will reflect any
design modifications we determine nece sary as we continu production
deliverie and have field performance evaluation during the next 90 days.
Kenneth M • Mill r
KMM/eh
/
cc: W. P. Lear
Ed Waldman
�End of this
document
�5/24/65
J . R. Greenw od
June
FR....1'JK S
Jim,
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... s CHARTER SERVI E BROCHURE
AT
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Alsol he
furnish hi
~id t _ t w 1
:1 , ith
u would
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Hu ry, ~tc.
-
�End of this
document
�WPL
June
McCRARY'S COMMENTS RE STEREO PRESS CONVERENCE 5/15-16
Tex called y u this morning.
On WATS I asked if there were
a message I "Ould give you.
It goes like t his:
You had asked 1.., ex to look into setting up a press conference on
May 15-16 for the stereo.
He suggest :
1)
It would be a great thing to see ,--rhich auto comp ny will
play ball and fix up t ree or four of those with
tereo
.and 1 v. t.1 m st ding outside the nro.ss conference.
There re oth r :ays to handle th thing., depending upon o ""
big you , nt o go.
2)
You c u-d rent C · rn .. gie Iall f r n afterno n, h ve an
auto on stage , · ith stereo installed. take s eak re and fill
_,run gie ~ 1 ith music , d invite musi" critics.
3)
Or you c uld do the same thing wit· Philharm nic
4)
To do it, yo· C'!!hould
a pr ss c nf .rence 11
1 din NYC ... :s
eoit any I ere in the
5)
f~veryt u
o., etc.
all.
inco :-porate RCA and ' ' ake a hell of
with a buffet, champagne, etc. , \\rith all
er n1 sic c r i.ti
tenctinc nd able to
11 to test he reception, et .
d pends on ., rhat yo
you want t
I
)
Please let Tex know how to proceed.
I
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�End of this
document
�Inter-Office Communication
TO:
W.P. Lear
FROM:
J. Gall
DATE:
December 16, 1964
CC:
S.H. Auld
W.A. Sipprell
SUBJECT:
During my meetings at Ford Motor Company last week, I was advised
that all divisions will offer as optional equipment Lear type
stereo units for 1966 models as follows:
Lincoln, Thunderbird, and Mustang will offer an integrated
unit factory installed in the instrument panel.
Mercury, Comet, Ford {Galaxie) and Fairlane will offer as
optional equipment factory installed,a hang-on stereo only.
The Accessory Division will offer a complete package of a hang-on
unit with or without radio and to include an antenna, mounting
bracket, four (4) speakers and four (4) speaker grills.
We have been requested by Mr. Kohlmier to submit a letter quoting
pric~s and availability dates at our earliest opportunity.
J .. R!~
j
Gall
~
�End of this
document
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Per a phone conversation with Paulsen late Thursday,
10 / 8, demonstration schedule for Sinatra has been set
up to pick up Sinatra at Palm Springs Airport 4 pm
,.. 1
1
Sunday afternoon, to fly him to Lo_ne Pin~; Airport for a /-:_.. ~ "/ " :._/ . .
few minutes' stopover and then
t~ -=--B urbank or Sa,nta
/_-·./ , . ·.-, ,1:1 •
lVIonica~ · where he will have Don Lieto {his pilot), Mickey
Rudin (his attorney) ana Bud Winder, th8ir local FAA
friend.
on
This afternoon, Friday, I talked with Paulsen in Miami
to inform him of your intended flight to Santa Monica or
Burbank tonight and that you would make the Sunday afternoon
schedule. Paulsen was also anxious to know if the airplane
would be available for any othei;- rlemom;trations~ which I
1aler tpa~y or to :u iorrow.
said we would advise his office abou.r. His secretary is
Betty Tucker; office phone 875 0380; her residence 843 2640.
Paulsen expects to be back in Los Angeles by noon Saturday.
/
--- -_,
,,,,.,.----
Paulsen res.
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car
W. A. Sipprell
TR 5 0383
PO 3 4333
AD 3 7193 {7574)
Sinatra at Warners: HO 9 1251 {Sec'y: Lilian Lovell)
"
attorney Rudin: HO 3 4863
.
�End of this
document
�Inter-Office Communication
TO:
Sam Auld
DATE:
October 3, 19 64
FROM:
June
CC:
WAS, JGall
SUBJECT:
I talked with Bill oyer Saturday night, only an hour or so
after he 1 d return d from Canada, where'</J. he had been
shootin 1 with He y Ford.
Mr. Ford told Mr
thought it was "th
arranged that Mr.
livered to his {Bo
and the following
for about a week
Boyer that he had heard the stereo and
darnedest thing ... 11
Mr. Boyer has
1
Ford s personal Continental will be deer1 s ) house this Thursday night, 10 / 8,
ay sent to Bill Earl - - with availability
- so that a stereo may be ins tan ed in it .
This is to relay
r. Boyer's request that you get a stereo
to Bill Earl by F iday for Mr. Ford's Continental, please.
.,..----
0~
/
�End of this
document
�INTER OFFICE COMMUNICATION
17 August 1964
TO:
W. P. Lear, Sr.
FROM:
J. R. Greenwood
SUBJECT:
Visit by President~
cc:
W A Sipprell
S. H. Auld
Emerson Elect,ic
~---
Just as a reminder, Mr. W.R. (Buck) Persons, president of
Emerson Electric, will fly in to see you Tuesday, August 18,
accompanied by Mr. Larry Keyes of Emerson, and Mr. Harry Chesley,
president of D'Arcy Advertising.
This is a meeting arranged by Mr. Chesley who had interested
Mr. Persons in our home stereo project.
They will depart St. Louis at 11:00 a.m. CDT in the Emerson
company plane (type unknown). I expect they will arrive around
1:00 p.m. our time if not before.
Thank you.
Greenwood
JRG/bjc
�End of this
document
�I
Fro:
B • • O'Brien
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uliff
cc:
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uld
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J. Trobaugh
D t:
Subj ct:
gin
A proval of St r
and Purch sing by
Mr. Le
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to per
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�End of this
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�C
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c/o OLMSTED SOUND
1 East 54th St.
New York,N.Y.
PL-1-0890
June 19th, 1964
Dear Sam:
As per your request, the enclosed is a summation
of most of the work carried from May 4th up to the present
time.
).- Jj
Fortunately, the first of our cartridges to come off the
~ /!, molds coordinates with the expiration of cartridge contracts
1 with Telepro Industries with Muntz and Danielson.
If some one
\
/1
. canp get to the west coast quickly and get Muntz and Danielson
_-:_, !j1 sig:>-ed for our cartridge, I will deliver the eastern cartridge
~, l
lr
business.
Next week I'll have a more detailed listing of names and
addresses that should receive sample cartridges and price lists
and I'd like to work out a method of my knowing who has received
samples and prices and whether their answer has been affirmative
or negative.
I have no doubt that, if our cartridge approaches the quality
we have planned, we will move several hundreds of thousands of
them during the rest of this year in compatible equipment only.
I'll be looking forward t o samples and pricing data as early as
possible.
With my personal difficult situation somewhat relieved,
Not
only my appreciation, but my allegiance rests, as always, with
you and Lear Jet.
I want to thank you for the helping hand youf, extended.
I am most hopeful that certification comes through and that
the problems and heavy work load of everyone in Wichita and Lear
Jet are solved and that we will be back as usual very soon.
Many thanks again, with kindest personal regards,
CoGt
· ~a ,l ly,
. I
I
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Phil Ballot
MUNICIPAL AIRPORT
P. 0. BOX 1280
WICIIITA 1, KANSAS
(316) 722-5640
�p_ (
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SUMM.ARY 01'' P r.JHOI.> :n wM MAY 4th to JUNE 19th, 1964
Wt!. hlC
o~•
5/4:
I
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1
Met with John White, president of ~ational Tape
Service, Parsippany, N.J. largest tape duplicator in east. White is
extremely interested in working out method of duplicating R tracks and
awaits our cartridge and unit for demonstration and further discussion.
Met with Darryl Scholten, eastern sal. es mgr. for American-Greentree
tapes who will be sending to Wichita soon samples of acetate coated
lubricated tape for testing in our cartridge. Tape costs only .12¢
per 100 foot.
Greentree's regular lubricated tape is priced at .20¢
per 100 foot and can drop to as low as .15¢ in quantity. Samples were
requested sent to Wichita.
Gershman and Muntz have offers from
Greentree of tape at the .15-18¢ price.
Met with John VanAuken of ~lectrostatic, N.Y. who is arranging import
oi' 40,000 Norelco auto disc players for medical nromotion. Explained
future potential of our equipment and constant discussion is being
pursued with Van Au.ken re: Norelco project.
Advised Frank Marx, engineering VP of ABC re: pending rele~se of
the Lear cartridge for broadcast with Marx awaiting demo.
Spoke to Paul Cady, Best recording, Summit,N.J. re: our cartridge;
a.waiting demo.
Snoke to RCA's broadcast equipment division, John Palmquist, Director,
about pending release of our cartridge; Palmquist awaiting demo.
Wl:!,EK OF 5/11:
Met and advised the following about our cartridge
and pending equipment:
Tom Clark, president Magnetronics, a leading
music source and national distributor of music and equipment; with
Ed Brody, sales director of E.xecutone Corp. user of cartridges for
over R years constantly searching for reliable cartridges;
Roland
Kalb, VP of Pilot Radio re: possible sub contract work on our auto
�-2-
stereo playback equioment;
Norman Simons, major exporter of both
the Fidelipac a.nd Audio Device tape chrtridges worldwide;
and with
Tom White, controller of MGM Records re: use of MGM catalog in our
cartrldges and possible netional and worldwide distribution of our
hang-on unit when ready;
W.b;EK OF 5/18:
all preceding await demo and discussion.
Met with Aubrey Mayhew of Ambassador Records and
outlined our cartridge program.
Ambassador one of leading budget
priced record labels and is a division of Synthetic Plastics, a
solidly financed company in Newark, N.J. that is most successful.
Arranged appointment fo Llowing week with Martin Kasen, president.
Met with F rank Brennan of Unireel on several occasions moving with
1
him on every step of the way with the production of ca.rtridges for
the Viking Co. auto stereo unit and asembled entire case history
I
from cartridge manufacturers viewpoint of an actual run.
Spoke to C.Howard, Telescript, importer of Wayfarer Japanese unit
who currently is having TAIKO of Ja.pan copy the FideJ.ipac exactly
and importing them into the country.
of underfinancing and competition.
Wayfarer not doing well because
Wayfarer might not be around too
long.
Appointments with Ken Meinken, VP Genere.l Inst r ument, led to my
having access to the entire audio-visual progrrun because of the
valuable assistance I gave them re: the cartridge field and the
marketing of such equipment.
My reasoning was simple:
If I aided
them in the successful sale and conclusion of mass production of
their ~'>5mm film strip and taoe cartridge unit, I would be in a
most secure position to place the Lear cartridge exclusively as the
medium for their audio portion.
I made several demos with the e quinment
and received good interest since the equipment would be 2/3 less than
�-3-
the Heseler Salesmat.E; Du.Kane, etc.
Remember.ing Mr.Lear's sugpestion
th.at 11' ever I had something of interest that relates to Teleguiae
or ~terllng Movies, the.t I should contact them.
Arranged appointment
for following week with Chas. Dolan, president of Teleguide.
WEEK OF MAY 25th:
Met with Jerry Wechsler, VP of Atlantic Records
leading independent and successful company and advised him re: our
cartridge and subsequent catalog requirements.
Wechsler awaits demo.
Jerry Kaufman and M.Oberstein of Premier Records another leadmng
budget price label, advised of our cartridge and program and await
demo.
Jack ~ewis of Colpix
Records advised accordingly.
Additional meeting with Henry Jerome, Decca hecords on entire project
and subsequent meeting scheduled with Leonard Schneider and Claude
Brennan for further details.
Met with Viking rep in eas?, Sol Goldstein, who provided data on
the metravox sales to Charles Fox which Olmsted had been preparing
4 track material from Pickwick catalog in Unireel cartridge.
Cy Leslie, president of Pickwick, solidly financed public company,
leading budget priced record label and publishing concern, extremely
interested in becoming associated with Lear Jet on national distributio
of our cartridge and hang-on units.
Leslie is -personal f'riend of
i.,;
Dan Tellman of .::>ears and does all of Sears record label work. Leslie
was interested in the Lear speakers and I shipped them to him for
trial period.
Met with Jerry Kelly, eastern sales for TbompsonRamo Woodridge,
educational and language lab division.
Complete marketing concept
for language lab series based on our cartr ·idge being prepared by
Kelly on my behalf.
Met with ueorge Stalter of G&S Productions who
is producing some educational material for language labs and was
�-4-
Met with hd F~eel of Marketing Displays,
advised about our project.
wlth their competitive message repeater now released for sale (their
brochure was sent to Wichita previously).
On visit to Olmsted Sound
to Ray Rand (when word got out about Olmsted doing Metravox music
for 4 track autostereo) Arnold Kaminer, sales manager of Telepro
was anxiously searching for an answer as to why Olmmted did n~t use
Fidelipac cartridges.
Ray pointed out that Unireel was acceptable
at a price of .80; eBch made it economi.cally better to use. Ka.miner
stated that his usual pr·ice is $1.12 but in quantities over 250,000
offered a price of .89¢ exactly what Danielson of Autostereo in
California has been naying.
Since in a run of 25,000 cartridges,
9¢ is a substantial ammunt, Kaminer of Telepro was unsuccessful.
Ray also outlined to Telepro the pending Lear cartridge and outlined
the future competition without mentlnging price or release date.
Met with Bob Fraser and Peter Fuhk of Audio Devices; their new
vartridge the AudioPak was released and apparently disappointed
all who received it.
tapes and as
Audio is having trouble with their coated
1of' mid-June had still not succeeded in getting any
good reaction to their cartridge or tape.
They are quite anxious to
sell Le n_ r Jet tape and to have me recorn:mend their tape to all our
potential users.
I advised them to send samples to Wichita.
One
item l ao like about AudioPak is their box, s sample of which is
in Wichita.
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Visited J.Millard of' Webb & Knapp to
he was sent erroneously.
demonstrate autostereo unit
The Muntz tapes were disgustingly bad
and should not be associated with our name. I suggest that we drop
Millard a note and advise him of the er ror (even though I did) and
have him return the unit collect and tell him we will ship him a
Lear unit when r eady for his approval and purchase.
�-5-
Me t with Crw s . Dolan o i
visual unit.
rr elegulde re: Gene ral Instrument au di o-
Dolan forced to a ecline nati.onal distribution of
unit because of internal pressures and problems.
'l1his unit is
still available and can be had under most advantageous conditions
and can now include the Lear cartridge as an integral part oi its
audio portion.
Letter copy from Gen.Instr. to Encyclopedia Brittanica
outlined entire prog1- am in detail.
If we or some associate company
can handle this, L recommend it highly since competitlon is at a
very high price and does not have the easily interchangeable
features in film cartridge and tapes.
Met with Julius Elkins, one of three 4 track tape
WEEK OF 6/1:
duplicators in east who has his master and 5 slaves up for sale due
to doctors orders. This has been defined recently as not in our
areq of interest.
Elkins has done some 4 track work for Dave Miller
of Somerset International in Pa. and was advised that Miller will
be releasing a monaural playback unit in cartridge to list at $39.
using Miller's large music library, Fidelipac cartridges and his
own unit made in conjunction with Telepro industries.
I
am securing
more data on this unit and since Miller will have a prototype in
another two weeks, we have time to pu:r ,s~.l.,: thl :~ on belw.lf of our
l'vlet again with George Walker and Gershman who show
indications of panic and probelsm as their progrs.m seems to have
bogged down.
They are searching for music and most ofthe record
labels put them off awaiting further word from me a.s to the 8 track
program Lear Jet has and places much competition in an awkward spot.
fr
·1
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Tex Mccrary and the late Matt Fox called me during this period
desperately looking for one of our 8 track units. When I advised
t nem that no unit was in NY apart from the RCA demo unit, Tex and
,
[f
.
Fox ran ahead and ~.ot
e'
n
r
,) a no
ff'
s car from RCA and hurriedly went to
�-,__.-
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Eastman Kodak where a friend of F ox' Tom Curtis was a director.
1
Well, very briefly, Fox and Tex made fools of themselves by
presenting an inaccurate picture of our entire program. I heard
about this visit thru the trade and contacted Ed Warnecke of
Eastman Kodak in N.Y. who verified the entire fiasco. Both Fox
and Tex were anxious to help in the financial problem, but in this
case they had insufficient knowledge of the field a.nd of our program.
Kodak does not even have a lub 1· icated tape and could not partici9ate
if they wished to for many months .
However, subsequent meetings
with Warnec~e and dicussions with Eric Johnson, a VP of hastman
Kodak wet things right.
They will soon be doing research on
lubricated tape and we will. be meeting for further discussion and
clarification of our program.
.J
!
A sample cartridge will be provided
to Koda k when ready.
Met with Jack Wajson, eastern sa.les mgr of 3M.
They have dropped
the~r entire line of½ mil coated tape for the time being since
they were not satisfied with results or the market potential. If
further tests in our cartridge warrant re-entry into
they will consider further researr-h.
f
m~l tape,
They are interested in getting
sample of our cartridge for "experliunentation."
Met with Stan Rosenberg, chairman of Telectro Industries to quiet
his fears that we do not want to discuss mass production of our unit
{q
with him.
He offers with no strings attached his fullest coooerati -,n
~
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and advise in volume production and quality control and is still
I!'
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awaiting our invitation to Wichita.
I recommend this since these
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people have been making low price tape recorcters for years and
possess some high quality know-how in this area.
a cartridge
when it arriv es.
.
I ' l l bring them
�-7-
WEEK 0}1 6/8:
J:t 1rom Los Angeles received word that a new entry
into the field has arrived:
Maury Mittelman of SJB Corp. 1 2 24 W. 6 St.
L.A. HU-2-0871 and Mittelman's home address: 2707 Bonita Circle,Palm
Springs, Calif. Code 714-327-3172.
Mittelman, again another former
e~clusive distributor of Muntz' who snlit off, went to Japan and
has 5,000 autostereo units coming in during the 2nd week in July
and is now sear~hing for the best cartridge deal.
Since Mittelmm
like all the others are looking for price, it appears that he would
accept Unireel at .80¢ as his base cartridge.
Mittelman is an
auto parts distributor covering the country and is ready to make a
commitment on cartridges.
Olmsted sound has phoned him and Mittelman
is to visit N.Y. in a week or so to try toclose a deal for both music
and cartridges.
Ray Hand of Olmsted has set it up with my knowledge
and approval for me to meet Mittelman while here in N.Y. so I can
stop other cartridge commitments while we discuss the Phckwick music
'::i vailability.
Simultaneously, I've discovered that the contracts
with Muntz and Danielson of Sutostereo for the Fidelipac cartridge
apparently expire in mid-July.
With Muntz payfting
$1.12 for the
Fidelipac and with Danielson paying .89¢ in quantity orders for it,
we stand in a solid position to secure both these accounts. I hope
someone can move quickly to the west coast to sewup Muntz and Danielson
and to grab Mittelman in the event he does not come to N.Y. or if he
\_does come and l
do not have our cartridge as yet.
Met with Martin Kasen, president Ambassador hecords. This hard-driving
gr·oup that covers the country in records and various plastic materials,
have taken a dozen cartridges and have had their men call on all
major accounts in the country from Sears to indenendent storesof ~11
;T
kinds and have received to date an entire series of intere~t in 1illliliik.
�-8-
They have ana are compiling an extensive llsting of all companies
pLanning to enter autostereo, those already in it, and those wno
plan it for the near future.
They will report back to me the results
of the.i.r finaing and this will enable us to pin point exactly the
status of the 4 track autostereo market, it will enable us to move
our compatible cartridge in mass volume, and will provide us with
valuable knowledge in the aftermaDket field.
Sometime in the next
., eek or two, this data should be made available to me.
If sales
can be made by the Synthetic plastic and Ambassador crews, it will
be of our CH.rtridges combined with their large music library.
Tnis company is also extremely interested in producing our cartridge
from molds and dies that we own.
An association with this company
can prove worthwhile in many ways.
Met with Jerry Levy of National Musitime a tape and cartridge
duplicator, now on the down grade.
Our cartridge should be made
a,"aiable to Levy for his existing clients.
Contact made with John Dementrick of Automatic Radio of Boston,
wno have made a few hundred autostereo unit handling the RCA
cartridge, unsatisfactorily.
They have advmsed us that they have
0ooling planned for a continuous loop cartridge autostereo playback
unit and their initial run is 10,000 units.
They have a need for music
and 4 track tape duoli.cating and haveextended the privilege of Olmsted
to submit cartridge and music for their approval.
Despite the somewha~
bad reputation o.r this company, if they n e ed cartridges, we can
certainly sell them ours and let them make their own units. A vis.t
to Boston will further clarify their position during which
one o!' our cartr·id.ges for demo.
I'll bring
Incidenta.lly, we will al so need
a contractual agreement laid out based on cartridge volume deli~ery
over a certain period of time.
The Fidelipac cartridge lowest orice
�~
-----
-9ls .89i avai~able by committing for a minimum quantity of 200,000
cartridges spread over a year's time.
possible by 'l1elepro for the time being.
10,000 and up quantities.
No further reduction ls
Unireel sells at RO\i' in
Audio Devices price ls
.fH
.95d in
10,000 and up but has come down to .75¢ in large quantit.ie .•~ if the
customer wlll a,~cep i. t he cartridge entirely unassembled.
quite objectionable to all clients and I don't ti.ink
very fer for the time being.
rrhis is
this will get
Our competition might come from
the TAIKO Japanese cartridge which is a direct copy of Fidelipac
and I approximate its cost to import at .40i with a possible .60i
selling price.
This TAIKO cartridge might have pa.tent oroblems
as time goes on.
WhEK OF
o/15:
Throughout these pa.st weeks, I've kept close
contact in every detail with the entire production of Unireel
cartridges by Olmsted Sound using Pickwick music for Charles Fox
of Metravox.
Altho the initial order is for 25,000 pieces, Fox
according to my advioe, order&!only the bare minimum necessary for
his distributors to get started:
4,000.
I proposed to present to
him and to Leslie of Pickwick the Lear cartridge at a lower price.
i t seems that our timing schedule is pretty good since the first
run is now off the duplicatmrs.
The entire process from original
master recording, to an interma.ster, to a post mix onto 4 track
½
0
tape, to the duplicating master and slaves, to the trimming of
the hubs, to the loading and winding, to the splicing and closing
o~ cartridges, to the packating requirements, production of labels,
the listing of music and publishers for royalty payments, and the
final shipments to distributors has all been recorded and filed for
our future use.
The use of heat resistent plastics resulted from the
�-10L)
~\(1/
Me travox order and l hooe we have consid &red heat resistent material
in our c a rtri dg e.
.,
The ul t imate ef.f ect 01' our cartri dg e not bein g
transparent is one we must be prepared to combat both in autostereo
and in broadcast and other related fields.
Meetings with Sy Leslie, president of Pickwick lnternational have
sho~n decided interest in our speakers, but no action can be taken
until September when Pickwick moves with some new equipment.
to bring the speakers to Paul Samson of
l 1 arvey's
next week.
I plan
Leslie
is also quite interested in moving our cartridges in the same manner
as Kasen of Ambassador, Kaufman of Premier and several others. Upon
release of our cartridge, Iwill return to each and secure the best
proposals and commitments that come closest to our wishes and move
on a contr·actual basis with full guarantees on the part of whatever
group we finally decide upon, and this group should have some sort
of advantage in price to enable it to re-sell and make a fair profit.
Upon release of our cartridge, the following should get samples as
soon as possible:
William J. Overhauser, Pres.
Sparta Electronics Coro.
John L. Neff, VP
Broadcast Electronics
8800 Brookville Rd
Silver Spring, Maryland
6430 Freeport Blvd.
B. Vern Hite, Broadcast product line
Sacramento, Calif.
Collins Radio Co.
Cedar Rapids, Iowa
G.D.Andrews, pres.
Macarta, Inc.
709 Railroad Ave
W.Des Moines,Iowa
C. Gus Grant
Ampex Corp.
Hollywood, Cal if.
L. Cervone
Gates Radio
Quincy, Ill.
�-11-
NAB Board a nd assocl a tes
Ge orge Bartlett,
National As s n of Bro adc a ster s
1 '7 '71 "N" Str t, et NW
We. st1ington, D. C.
Ross Beville
WWDC
Washlngton,D.C.
Warren Braun
WSVA
Harrisonburg, Va.
Tom Anderson
Batten,Barton,Durs t ine & Osborne
383 Madison Ave.
NYC
Ogden Prestholdt
CBS
485 Madison Ave
NYC
Ben Strouse
WWDC
Washington,D.C.
Harold Taylor
J. Walter Thompson
280 Madison Ave
NYC
There are 5 other NAB members
whose names and addresses I'll
include in next mailing.
Other samples to go to:
Dan Tellman, Sears ho ebuck
Bill Jurisch, NAPA, 29 E.Madison St. Chi.
John Carlton,Maremont Co. 168 N.Michigan Ave.Chi.
Other lists being compiled and addresses being sought. Some of
t h em are in material I sent to Wichita over the past months. Such
as Automatic Tape Controls, Bloomington, Ill., Gates Hadio, and
other material l picked up from the NAB show in Chi. in March
are all in Paul's files in the office. I will have a complete
listing ready some time next week, of tho s e who should get samp l es
direct from Wichita. About 100 cartridges will be needed here in
NY some sent direct from Wichita, some to me to bring personally.
dthe r name s listed in NAB survey results in Paul's files.
�End of this
document
�CORPORA.TIO~
Suite 1fl4O1
22O-5th Avenue
New York 1, N.-Y.
MU-2-7277
February 15th, 1964
Dear Paul:
Two items of major importance:
a.
C. Gus Grant, VP of Ampex Corp., Hollywood, Calif. has
just started a detailed study on all phases of tape cartridge
use for broadcasting in conjunction with the NAB survey now
und.srway.
We must submit direct to Grant at Ampex one of the
Lear cartridges for broadcast as soon as it is in production.
I am drafting a letter to Grant to secure more information.
Please put his name on the mailing list.
b.
Arthur Kaltman, President and owner of L.Kaltman & Sons,Inc.
of Newark,N.J., the leading industrial and professional photo and
audio-visual supply house in New Jersey, and I spent two days
togetner on the General Instrument project I outlined to you last
Treek. Art r'. altman is the originator of the General Instrument
project and, because of our close relationship, has assured me
that I have the entire tape cartridge account.
Their original
estimate of quantity production is between 50,000 to 100,000
uni ts requiring 12 cartridges for each or from 600, OO-J to 1,200 , oo--,
cartri<iees.
The ini t io.1 production is for 1,000 units and 12,0JJ
cartridges with the program completely subsidized by giant co~paniEs.
Y~e only possible problem is time; they should have the Lear cartridge
~n their hands within the next 4 weeks i f possible, 7-8 weeks at
tne outside to guarantee this account. This should be the Lear
cartridge without the rubber roller inslde,as similar to other tape
cartridges as possible.
Secondly, since Kaltman seems to have the
U:_Jper hand with General Instrument, it is quite possible that Kaltman
cs.n off1::;r the manufacturing rights to us on a guaranteed and paid-for
in-aciv&nce a::'rangement.
Subsequent me etings and developments will
~et~r~ine the ultimate decision on this project. Kaltman also has
').:fBrE; a to ,_is the entire state of New Jersey for saturation distributin
0f L12:ar Jet nroct11cts whenever r 1 quired.
To demonstrate the stature of
t n is mi:m, with ma ny top level contacts in thls area 01· endeavor, he
n a s reterreo to me the President of Ronson Products, A. Aronson, w~o
is pr e sently looking for a business executive jet plane. May I ask
you to do me this favor with highest priority possible: SEND
L1d11r..,lJIATELY rO
MR. ARTHUR KALTMAN, L. KAL'1:MAN & sm;s, INS.
at
:2 87 V\A3-I[NG'rON STR EET, NEWARK, NEW JERSEY, a co~plete prom.otion&.l
malling about the Lear Jet. Kaltman will then personallv t&~e t~is
to the president of Ronson Corn. and place him in direct ' cor:t2.~t w:.t:-_
whoever you fee l should write to Kaltman.
Obvio11sly, Mr. Lear ~ou.ld.
be the best bet.
I also think that some gesture of a~preciation be
considered on my part to Kaltman since he has other important c0ntasts
and a mutually satisfactory relationshin could result. - Please ~en; ion
my name in the mailing to Kaltman and I - will g~ide it from thene.
Ana please advise me im..~ediately who sends it out and when it goes out.
1
MUNICIPAL AIRPORT
P. 0. BOX 1280
WICHITA 1, KANSAS
,316 722·56-J.O
�-:2-
Inciuentally, please advise Mr. Lear that Kalt~an
reco:mnends as the best quality available, the Kalart
~ovie~atic 16mm projector for his Lear Jet promotional
film, brochure enclosed. Kaltman will give us a wholesale
price if we want it.
Spent some time with several of the 3M, Revere and
Wollensak district men this week (without identifying myself
with Lear Jet) and got the latest developments in tape.
Much activity is going on with the crossfield head, developed
by the Illinois Research Center and Marvin CBmras that makes
possible a frequency of up to 15,000 cycles at 1 7/8 ips.
Tis obviously would means a substantial savings in tape costs
11 we use this process for the Lear auto stereo unit instead
of the current 3 3/4 ips. Michigan Magnetics has a brand new
record and playback head specially designed for 1 7/8 ips and
it is available from B. Kil~inger, sales manager.
In the event
no one knows about it yet in Wichita, it may be worthwhile to
checK on it before production runs of our unit.
The 3M consumer
unit (on which Carl Volpe worked and can provide us with confidentia
design data) has had slow going because of high price: $399. and
service problems.
3M is continuing to exoand its ad budget in the
hope of speedier consumer acceptance. However, it will not be
able to reach the mass market for some time. Lear Jet is still
in a most favorable situation if our original price estimates
are attained.
This week I also spent time with Runyon Corp.,B.Sugarrnan,
M.Munves, leading juke box and vending machine distributors for
Wurlitzer, Seeburg,Rockola and Rowe.
I've accumulated much data
on ~~rketing of a Lear tape cartridge juke box according to the
discussions I've had with Mr. Lear and I am preparing a thorough
outline of the requisites both from manufacturing and the opera.tors
viewpoint.
I should have this ready by the time I get to Wichita
in the next week or two.
Since I heard that Mr. Lear was on the west coast this
I cs.n see why my Wichita trip has not yet been set.
I nop~ you can give me a few days notice for either the 24th or
2na. of Maren.
I have a series of appointments set for the week
o! tne 17th, so I can't make it then.
weeK,
Rather than mail another group of material I have ready,
I'll accumulate all of it and bring it to Wichita when the
trip is set.
I ' l l be looking forward to hearing from you soon.
i'
Best regards,
0()
'J
�End of this
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�
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Title
A name given to the resource
Subseries V-H - Stereo 8 division files, 1963-1974, undated
Description
An account of the resource
Stereo 8 division files, 1963-1974, undated
Identifier
An unambiguous reference to the resource within a given context
2000-06-20, Subseries V-H
Mixed Materials
For mass-digitized materials containing a mix of visual and textual items.
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Identifier
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2000-06-20_container_066
Title
A name given to the resource
[William P. and Moya Olsen Lear Papers, Box 80, Folder 2 - Stereo 8 -- memos, 1964 February - 1968 July]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 80, Folder 2
Creator
An entity primarily responsible for making the resource
Lear Jet Stereo 8
Description
An account of the resource
<p>Items from Box 80, Folder 2 of the William P. and Moya Olsen Lear Papers, February 1964 to July 1968. Contains memorandums and other documents related to Lear Jet Stereo 8. 21 total items.</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1964-1968
Subject
The topic of the resource
Lear Jet Corporation
Lear Jet Stereo 8
Extent
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21 items
Language
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English
Format
The file format, physical medium, or dimensions of the resource
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
https://digitalcollections.museumofflight.org/files/original/4470b768706748b710b160000328ba97.pdf
f0a191546cc28e08ee5bcc3c50a47e80
PDF Text
Text
������
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Title
A name given to the resource
Subseries III-D - Legal records, 1943-1946, circa 1961-1962, undated
Description
An account of the resource
Legal records, 1943-1946, circa 1961-1962, undated
Identifier
An unambiguous reference to the resource within a given context
2000-06-20, Subseries III-D
Mixed Materials
For mass-digitized materials containing a mix of visual and textual items.
Dublin Core
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Identifier
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2000-06-20_container_045
Title
A name given to the resource
[William P. and Moya Olsen Lear Papers, Box 43, Folder 21 - Merger of Lear, Inc. into Siegler Corp., 1962 March 12, 1962 July 12]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 43, Folder 21
Date
A point or period of time associated with an event in the lifecycle of the resource
1961-1962 circa
Subject
The topic of the resource
Lear, Inc.
Lear Siegler, Inc.
Lear, William P. (William Powell), 1902-1978
Gorski, Al
Extent
The size or duration of the resource.
2 items
Language
A language of the resource
English
Format
The file format, physical medium, or dimensions of the resource
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
Description
An account of the resource
<p>Items from Box 43, Folder 21 of the William P. and Moya Olsen Lear Papers, circa 1961-1962. Contains two memorandums related to the merger of Lear, Incorporated with the Siegler Corporation. One memorandum is written on Sam Nash's stationery and is addressed to Bill (William P. Lear). The other is addressed to Al Gorski and includes sale numbers, earnings per share, net income, and net per share of both companies. Two total documents.</p>
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�Inter-Office Correspondence
L·EAR AVIA INC.
AVIATION
IK . STRUMENTS
Memo To
Mr. R •..A .•.. Mar.s~.n ..... . .. .
From .
.Jo@. W~hner
&
ACCESSORIES
.. . ....... . ........ Date . .
July 19 , 1~ 4.4 .. . ... . .. . . . ... .
.. Br.nch . .. _- _
L earCal
Subiect ...
Dear Mr. Marsen:
Enclosed you will find copies of patents #192,012;
301,012; 531,014; 661,479; 683,169; 892,868; 912,741;
1,226,036; 1,387,902; 1,770,290; 2,021,534; and 2,295,181,
which you forwarded to me in May. · These are the patent
copies which should have been returned to you with my
r.o.c. of July 17th. At your convenience will you
please return patents 2,151,493; 1,764,936; and 2,324,211
as I have not finished with them.
Best regards,
John Wehner
JW-ds
Encls.
f vP.r
r'lind•ul ih~+ lives ·-'w;n be dependent on +he quality of the worlf we do t~"Y·
�End of this
document
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31, 1944
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al~~ n~ o. 2,2S5,181.
urf e s ! and~ adap•
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�End of this
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�suPPLEMENTAL MIDMOR NDUM RE EXPANDING RING CLUTCH ( 5-25-441
Huet patent No. 1,455,491 has been received since the
memorandumo
of clutcho
ay 24th
This patent does not relate to an expanding spring type
However, it comprises an electromagne-ically operated
clutch including a pair of axially aligned cylindrical magnetic members 8 and 9, provided
ith ja portions adapted to be engag-ed to
connect the motor armature shaft 1 to flexible shaft 2.
A brass
pin 12 on member 9 projects into a bore 13 on member 8, and a spring
14 normally maintains the members disengaged.
4 is in electrical r lation with th
motoro
The magnetizing winding
Accordingly, upon energi-
zation of the motor winding 4 creates magnetic flux urging member 9
into driving engagement with member 8 to connect shaft 2 to armature 1.
Upon deenergization of the motor, spring 14 urges members 8 and 9 aparto
-b.r- -'
ccordi~Jpatentee member 9 and shaft 2 are supposed to stop instant-
~
This
aneouslya
may be due to the ~ngagement of the forward end of mem-
ber 9 with the disk: 60
is not believed that this p,.tent
any i:articula.r value with respect to the subj ct developmanto
~:)
�End of this
document
��End of this
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�End of this
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�MEMORANDUM R EXPA.NDABLE RING CLUTCH (L..d-123)
5 ..24-44
A
arch made on expanding ring type of clutches, particularly those electromagnetd
ically operated.
the art:
loped the following patents ae representative of the stat
of
192,012 - 301,012 - 531,014 - 661,479 - 683,169 - 892,868 - 912 9 741 - 1,226,036 -
1,387,902 - 1.455,491 - 1,770,290 - 2,021,534 - 2,295,1810
These patents may be divided into ee
al distinct groups as follo s&
lo
Expanding spring clutches.
:Bo
Plural expanding ring clutches.
Co
Single expanding ring clutches With radial wedge.
D.
Clutches embodying a split ring operated by a toggle mechanism.
lo
Electromagnetically ope~ated expanding ring clutcheso
GROUP A includes the following patents& 192,012, 683,169 and 1,226,0360
Rider patent No. 192,012 utilizes an expanding spring
to the driving shaft
:a.
which has its inner end keyed
Movement of a cone E separates arms D which expand the outer end
of spring A to clutch the driven member C to the driving shaft :B.
This cluteh is manually
operated.
In Browning patent No. 683,169 • a pair of expandable r inge 3 and 4 are providedo
~ ~
is keyed with a loose fit to driving shaft 2.
a spring
wedge 150
~
B-=~•-«
and 1' are provided
Ri
Ring3
.l..evi-
4 haepia::;_butmenti2e'ngaging the end! of
ith wedging surfaces adapted to be engaged by a
Axial movement of wedge 15 moves rings 3 and 4 in opposite directions to expand
spring 7 against driven member 1.,
of the clutdh.
An adjusting wedge 9.0 is provided for initial adjustment
The clutch is manually operated.
Waite patent No. 1,226,036 illustrates a clutch having a }:air of rings 6 and 10 mounted
on the driving mamber 2.
wedge
These rings are loosely kayed to the driving member so that a
19 may move the rings in opposite directions to expand a spring 5 against the driven
member 1.
Spring s, · at one end, abuts a stop 12 on ring 6, and on the other end abuts a ·
stop 8 on ring 10.
For ease in disassembling the clutch, spring 5 is provided with a re-
movable intermediate section 22.
This clutch is likewise manually operatedo
.. 1 -
�GROUP l3 includes :Barnes }Btent No. 531,014 and Moore et al patent Noe 2,295,181.
:Barnes pa.tent includes an inner ring F having wedging surfaces
with wedging sur~acas & and ~ on an outer ring G.
.!
and
.C
The
adapted to cooperate
Upon axial movement of wedge H through
action of a clutch collar I and a lever D, rings F and Gare expanded into frictional engagement
ith driven member E and driving member A, respectivelyo
provided for initial clutch adjustment.
An
adjusting wedge H' is
This clutch is manually operatedo
oore et al patent No. 2,295,181 illustrates a clutch using an inner sectional ring 8 al
and an outer sectional ring 7.
Springs 13 are mounted in grooves 14 of both rings to nor-
mally retain the same in a contracted position.
of the sections of ring
rings 7 and 8.
a.
A key 15 on driving shaft 1 engages the ends
A wedge 7 on a clutch collar 18 engages tapered ends on both
Axial movement of wedge 17 expands ring 7 and 8 to effect driving relation
between shaft 1 and driven member 3.
This clutch is manually operated.
GROUP O includes Secor patent No. 301,012 and Wise ?tent Noo 1,770,2900
Both of these
patents use radially movable wedges to expand a single split ring against a clutching surface
on a driven membero
Driving is effected by an abutment of the split ring against the wedge
and frictional engagement between the split ring and the driven membero
In Secor patent No. 301,012, a radial pin
.!
is adjusted by a cone H to expand a ring E-
into f i ictional engagem -nt with a driven member A.
Wise patent No. 1,770,290 relates to a selective transmission including a plurality of.
ra(l.ially movable pins 18 each operatively associated with a split ring 16.
associated with one gear of the selective tr~nsmission.
Ea.ch ring 16 is
Ra.dial plungers 18 are selectively
operated by an axial movable member 12 having an enlarged portion 20 adapted to selectively
engage the plungers 18.
GROUP D includes Arnold patent Noo 661.479 and Sherbondy patent No. 912,741.
In Arnold patent Hoo 661,479, axial movement of cone 30 moves toggle members 70 radially
to expand split ring 25 and thereby clutch the worm gear associated with worm 17 to sha ft 18
and gear 19.
This arrangement appears suitable for solenoid actuationo
- 2 -
�In patent No. 912,741, axial movem•ant of a cone 11 engaging a roller R operates a toggle
arrangement L to expand a ring 5 into clutching engagement with a driven member 3.
connects ring 5 to the driving shaft 1.
An a.rm 6
This ar1-.angement likewise appears suitable for sole-
noid actua.tiono
GROUPE includes lorgan patent No. 2,021,534, Preuss patent Noo 1,387,902, patent Noe
892,868 and patent No. 1,455,4910
In
The clutches of these patents are all solenoid actuatedo
organ P:l,tent Noo 2,021,534, energization of solenoid 18 attracts plat
22 which
mov~s conical ring 17 to force wedges 14 outwardly to effect engagement of the clutcho
mally, the current to the solenoid is reduced by a sh'Uftting resistance 300
plate 14 operates plungers 33 to cut out resistance 31 to increase th
Nor-
Axial movement of
strength of ene r gizing
winding 18/ C.,,, { ; t u ~ ~ ~ ·
The Preuss patent No. 1,387,902 illustrates a rather trickey arrangement for a solenoid
actuated clutcho
]!.
The toggl
noid Oo
Fundamentally, this arrangement comprises a toggle expanded clutching ring
is operated by an arm X through the medium of a plunger
i
associated with sole-
hen the solenoid is initially energized, a.rm K is moved inwardly with plunger J?. to
spring operated pin Jz en6 ages beneath a locking shoulder 4o
operate the toggle o
latch-
ing arra:gement is provided comprising a pin! engaging a trip lever~ and having a head enDuring inward movement of plunger I!, the compres~orce eV!lrted-farm
gaged by a spring.!•
_k on the head of pin
Figo lo
!
compresses spring
.! and trip lever
~
remains in the posit ion shown in
Upon deenergization of solenoid_g, the plunger ;e is moved outwardly and, as there ia
no compression force on the head of pinj., the pin assumes the positicm shown in Fig. 3o
permits lever~ to rock counte~-elock is
o
inward movement of plun~r_-e will engage tri
rel ase the latch on arm _k.
the clutch.
-
Accordingly, upon reenergization of solenoid o,
.
z to
This
lever J! with a rocker arm.,I which depresses pin
Spring.! then disengages the toggle mechWlism to disengage
The pw.--pose of this rather intricate arrangement is to avoid the use of energizing
current in solenoid ,2 except during actual engaging or disengaging movement of the clutcho
Pa.tent Noo 892,868 includes a. pair of radially movable clutching
•n•• plungers which
are operated by a solenoid to engage the driven member and connect the same to the driving
membero
- 3 ...
�Patent No. 1,455,491 is electrically OJX:lrated.
bee¢"eceived so i
However, a
ts:, py
of this :fB tent has not
was necessary to study t e same in the Official Gazette.
The illustra-
tion of patent 1,455,491 in the Gazette is not sufficient to obtain an idea of exactly how
the arrangeinant o:per teso
Except as noted above, none of the patented arrangements appear to be suitable for
solenoid actuation.
ring clutch
In this connection, the best bet for a solenoid operated expanding
ch appear to be one embodying a sing le split r iDg 019 rated by a cone and
t o g g l e ~ arrangemento
When a copy of the missing patent in Gro:up Eis received. a
constructional features thereof will be madeo
-4-
turthenre~►or
up n the
�End of this
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�I
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A. K. RIDER.
FRICTION DEVICES FOR CONTROLLING MOTION.
No. 192,0lZ.
(/
Patented June 12, 1877.
�UNITED STATES PATENT OFFICE.
ALEXANDER K. RIDER, OF WALDEN, NEW YORK.
IMPROVEMENT IN FRICTION DEVICES FOR CONTROLLING MOTION.
8peci8oatlon forming part of Letters Pate'lt No. 19~,0UI, dated Ju"e 12, 1877; application filed
NovemliHIF 23, 1S70.
0
preferably, a single spiral thread, having any
number of t~rns. Three or four turns, ho_w.
ever, will be generally sufficient.
The box or case O, in which the coil A -la
closely but freely fitted, bas an extended hob,
d, that fits loosely on the shaft B to give said
box its requisite central position. It.is en•
ti rely loose from the shaft B when the ooupliug
is not in ~ear, ·aud is driven by the friction.coil when m action.
D is an expanding-y9ke, fttted to oooupy a
loose coucentric relation with the shaft B within the friction-coi! A. It is made sufficiently
thin _at its inner portion to be capald~ of
slightly yielding or springing · outwardly
against the outermost turn at the free end ·of
the coi1 A, and is formed with outer endsor projections J; extending beyond the coil, and resting on an expanding-cone, E.
When not in action the expanding-yoke D
springs in ward, so as to be entirely out of contact with the coil A; but \vhen put into action
it presses on tbe ~ter turn of the coil, bot dot
on any of the otl.J~r turns thereof. It is put
in and out of action by sliding the expandingcone E forward or backward on the shaft B
by means of a shifting-lever, F •.
To engage the cc,upling it is only necessary
tq advance the expauding-cono E into the yoke
D, whicb, spreading sufficiently to engage the
outer: tur.11 of the coil A with the box O, causes
the resistance thereby produced, and wbiclris
opposed to the tangential movemeut of the
first turu, to successively tighten each turn of
the coil till the whole number of turns in the·
coil from the point of first contact to th_e fast
end thereof are firmly heltl against the box 0
by the accumulated frictiou of all th~ turns.
When it is required to disengage the coupling tho expaudiug-yoke E is slid back so as
to release the yoke D from pressing outward
oo the onter turn of tlle coil, and so relieve
the latter from pressure on the box or other
friction portion of the-coupling 0,
shaft It.
To give an accumulatiug action to the coil
In constructing ~nd applying the friction- A wheu engaged, the ·,drnft B rotates only ii!
coil A it is firet forlii~tl as a plain b0llnw .pul- one direction; but w lien tile coil is dit'engaged, .
ley, closed on its oue iide only. Said pulley then it auc..l. its i:;haft may rotate either in the
is then . fitted to the shaft B, and a narrow same directiou or i11 a.n opposite one withont
spiral cut afterward made eutirely through bearing on the box C, by reasou of the inde- ·
and arnund its cylindrical hQQ..V, so as to.form, pende11t or positive meam1 which are employed
To all whom it ,nay ooncwn :
· · Be it known that I, ALEXANDER K. RIDE&,
()f Walden, in the county of Orange and St.ate
of New York, have invented c~rtain new and
useful Improvements in Friotion-Oouplings;
and·I do hereby declare· that the fol.lowing is a
fall, clear, ·and exact· description of the same.
reference being had to theaccompa.nyiugdrawing, which forms part of this specification.
This invention relates to friction clutches or
couplings for shafts and other rotating hodies.
The invention consists in a com bi nation of
·a spiral or helical friction-coil, fastened at ·its
one end to a rotating shaft or carrier, but free
at its opposite end, a friction box or hub, with
~hich said coil is made ~ engage and disengage, and which is free to rotate independently of the ·coil, and means haviug a positive and
independent action for putting the free end
of the ooil iuto or out ot· contact with the fric•
tion-box or its ~uivalent, accordingly as it is
required to engage or diRengage the coopliug,
whereby the spiral coil, when engaged, has
an accumulating action, and, when diseugage<l
by the positiv'3 means -for the purpose, is free
to rotate in either direction without friction
on or contact With the box or other portion of
the coupling.
The invention also consists in certain combinations of dc-..·iccs \'dtb thf' ~piral coil, and
with the frictiQn-box or other portion of tlie
coupling with which said coil engages, for effecting or facilitating the engagement anu diseugagemeut of the coil.
Figure 1 repr~sents a,'vertical longitudinal
section of a frictio·n -clutch mechanism having
my improveu coupling applied, and Fig. 2 a
\Tiew in perspective of the friction-coil detached.
· A is the- friction -coil, which bas an accumulating action. This coil is securely keyed or
fasteued at b onto a main or driving 81.taft, B,
anll is arranged to fit easily ..:,r loosely within
a friction-box, C, which forms one part of the
·coupling, and which turns loosely ou ti.le
�199,019
to engage .i t with and disengage it from ·.the
friction-box;· .
The arrangement of parts as here shown and
described provides for the coil engaging, by
expansion, or increase of it~ clia.meter, with the
·other friction portion of the coupling; but it
may be made to engage by contraction of its
turns by arranging said coil around the out. side of the box, or of a bub which would. be
the equivalent of the box, instead of within
the latter, as shown. The coil also may be
variously changed in form ; thus, wheJI, great
oom1>actness is required, it may be of a volute
or scroll form, and, instead of i~;nl?' circular,
it may be of a polygon&l ooustr1.c,u.,-. .,. fl d
it a series of short bearings. It IQllY al v iA.
~mposed of more than one piece, if J.es1red.
The positive means for engaging aiad disengaging _the coil may also be- changed, a., for
instano.e, b_y substituting toggle-lever or other
devices. for the expauwng,. yoke.
I claunl. The oombiuation, iu a friction-couµliug,
of a spiral or helical"coil, fast at one end to a
rotating shaft or carrier, a friction bub or l>ox,
and means for positive!., engaging and disengaging said coil with and from said box 'or
ltub, substantially· as specified.
2. The expanding-yoke D , in combination
w-itb the coH A. and the-&haft or carrier B, essentially as described.
3. The cone E, in combination with the expanding-yoke D,,_.tbe coil A, tbe shaft B, and
. the friction hub or box O, sobstan'tially as
specified.
'
ALEX&. K. BIDER.
Wito~es:
W. G. RUTBiBaPOBD,
GBO. W. SroDDABD.
�(
(No Model.}
')
J. B. SECOR.
CLUTCH FOR SEWING MACHINE WHEELS.
No. 301,012.
Patented June 24, 1884.
Iiy.1 .
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Invc-,i,,-60-c:
J,.-oi.~
7er'~ rc;;Y'~
N. P[TERS. Photo-Lithognpher. Wahtn&ton. D. C.
�UNITED ST.i\TES · PATENT 0FFICB
JEROME B. SECOR, OF BRIDGEPORT, CONNECTICUT.
CLUTCH FOR SEWING-MACHINE WHEELS.
OPECIFICATION forming part of Letters Patent No. 301,012, dated June 24, 1884.
Application filetl August 22, 1883.
(No model.)
J..o all whonv it n1.,ay concern.I and, by exnanding the latter, create such a
Be it known that I, JERmrn B. SECOR, of frictional contact with the wheel Aas will carry
Bridgeport, Fairfield county, State of Connec- the shaft with the latter. On withdrawing the 40
ticut, have invented certain new and usefullm- })in H the pin i falls inward, the ring contracts,
5 provements in Clutches for Sewing-Machine and the wheel turns without turning the shaft.
Wheels, of which the following is a specifica- The inward and outward motions of the pin
tion.
H are effected by simply turning the pin.
My invention is a device whereby the wheel
It is obvious that the cylindrical portion of 45
of a sewing-machine may be connected to or the pin H may be threaded and fit a threaded
ro disconnected from the shaft, so as to either portion of the opening t, instead of having the
turn with or upon the latter at the will of the threaded ends, and that the tapering portion
operator, the said device being constructed as h may be arranged so as to throw out the pin
fully described hereinafter, so that the wheel i by an outward motion _of the pin H.
50
may be fixed or released by a single movement
It will further be apparent that other apr5 without any parts being exposed and liable to pliances-as a rotating pin with an eccentric
injury.
portion-may be substituted for the pin H for
In the drawings 1 Figure 1 is• a vertical sec- throwing in and out the pin i. The ring-retion showing the rear end of a sewing-machine cess may also be in the shaft instead of in the 55
shaft, the wheel, and clutch device. F-ig. 2 is wheel.
20 a section on the line 1 2, Fig. 1.
I claimThe wheel A turns with or on the end of the
The combination, with the shaft C of a sewshaft C between a bub of the sewing-machine ing-machine, having a threaded longitudinal
frame B and a collar, D, secured to the shaft.• end opening, and whh thewheelA,confined to 60
In a recess in the bub b of the wheel A, and turn on the shaft without sliding, of a split
25 -smT01rnding the. shaft C, fits loosely a split ring, E, arranged between the shaft and wheel,
ring, E, having beveled ends, between which a wedge-ended pin, i, extending through a raprojects the wedge end of a pin, i, that, slides dial opening in the shaft and between the ends
in a radial hole in the shaft 0.
of the ring, and a screw-pin, H, having a ta- ·65
In a longitudinal hole, e, in the end of the pering portion, h, all substantially as set forth.
30 shaft fits a pin, H, having a milled head, d, and
In testimony whereof I have signed my name
a screw end, s, between which and the cylin- to this specification in the presence of two subdrical body is a tapering portion,h. The screw , scribing witnesses.
end s fits a threaded recess, t, in the shaft, and
the pin i bears on the tapering portion of the 1
,TEROJIE B. SECQR.
35 pin H, so that as the latter is carried inward
·\Vitnesses:
the pin i will be forced outward, and its bev...i\.DORNO A. ,VHITJ}-1.A.N.
eled em1 will separate the ends of the ring E,
A.LFRED B. BEERS.
�End of this
document
�~No Model. )
2 Sheets-Sheet 1.
J. A. BARNES.
FRICTION CLUTCH.
No. 531,014.
Patented Deo. 18, 1894.
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THE ~ORRl'i PETERS CO
PHOTO-UTHO, WASH!NGTOt.:, D. C
�2 Sheets-Sheet 2.
J. A. BARNES.
'UNITED
ST A 1'ES . PA TENT
OFFICE.
FRICTION CLUTCH.
No. 531,014.
Patented Deo. 18, 1894.
b
JOUN A. BARNES, OF WADS WORTH, OHIO.
FRICTION-CLUTCH.
~PECIFICATION forming part of Letters Patent No. 531J014, dated December 18, 1894.
Application filed May 17, 1894,· Serial No, 511,589, <No model.)
i'o all whom it may concern:
casing E is locked to disk B and caused to
Be it known that I, JOHN A. BARNES, of rotate therewith.
Wadsworth, in the county of Medina and State
Mounted on the hub b is the split spring 5 5
of Ohio, have invented certain new and use- ring F, which latter normally fits the hub so
5 ful Improvements in Friction-Clutches; and . as to turn thereon, and is provided at its ends
I do hereby declare the following to be a full, with outwardly projecting ears .f, f' the outer
clear, and exact description of the invention, faces of which are oppositely beveled for a
such as will enable others skilled in the art purpose to be hereinafter explained.
6J
to which it appertains to make and use the
The ring F fits within the split ring G which
10 same.
latter snugly fits within the cylindrical casMy invention relates to an improvement in ing so as to normally turn therein, and is profriction clutches, the object of the same be- vided with the inwardly projecting lugs or
ing to construct a clutch of few parts so ar- ears g g' which latter are slightly removed 65
ranged that they occupy but little space.
from the ends of the ring thus leaving spaces
15
A further object is to provide a clutch that between the lugs or ears/f' and g g' on the
is simple in construction, capable of being two rings F and G for the reception of the
easily and quickly applied, that can be posi- wedges H H'. The lug or ear g is provided
tively actuated at any time irrespective of with an inclined or wedge shaped face so con- 70
the position of the several parts thereof, and structed and placed with relation to the lug
20 which can be manufactured at a cost less
or ear f on the inner ring as to form a wedge ·
than the cost of the clutches now common]v shaped chamber between them for the recepused.
~
tion of the wedge H. When this wedge is
vVith these ends in view my invention con- forced inwardly away from the disk B, it 75
sists in parts and combinations of parts as compresses the inner ring P around the hub
25 will be more fully described and pointed out of casing E and expands the outer ring G
in the claims.
against the inner face of casing E thus lockIn the accompanying drawings, Figure 1 is ing the Qasing to the disk B which as before
a view in elevation of a clutch embodying stated is fast to the shaft A. The ring G is 80
my invention portions thereof being shown also provided with a lug g2 adjacent to lug g'
3 o in dotted liries. Fig. 2 is a view in section and between which the lug g 3 on disk B rests
lengthwise the shaft. Fig. 3 is a view in when the parts are assembled.
transverse section showing the wedges and
'\Vedge H' rests between lugs/' g'; the insplit rings, and Fig. 4 is a view showing the clined face of the former resting in contact 85
several parts detached; and Fig. 5 is a sec- with the oppositely inclined face of lug f', ~
35 tional view of a modified construction.
and is provided with a screw threaded shank
A represents a shaft or axle on which is se- g 4 which latter passes through an opening in
cured the disk B having the sleeve C. This the disk B, and is secured by nut g6• By
sleeve is provided with a threaded opening this arrangement the wedge can be moved in 90
for the passage of a screw a designed to lock or out to properly adjust the rings with rela40 the sleeve and disk rigidly to the shaft or tion to the hub and inner face of the casing.
axle, and with lugs b between which is piv- This wedge when once adjusted remains peroted the lever D.
manently fixed until the parts require readE represents a cylindrical casing which can justment due to wear,- while the wedge H is 95
if desired be formed integral with or secured the wedge which actuates the rings to lock
45 to a section of a shaft, wheel, pulley or drum. the casing to the disk B and shaft A. This
This casing is provided centrally with a hub wedge H projects through the disk B at a
d slightlS larger than the diameter of the point behind the short end of lever D, and
shaft A so as to readily turn thereon, the when lever D is rocked by the cone I the r oo
outer faced' of the hub, and the inner face e wedge is forced inwardly thus expanding the
50 of the casing being machined so as to form outer ring against the inner face of the caspractically smooth bearing faces for con tact ing and contracting the inner ring against
with the friction rings by means of which the the outer face of the hub, and thus locking
r
I
THE NORRIS PETERS CO, ~HOTO-UTHO. \\'.ASH!NGTON, 0. C
�2
531,014
the casing to the disk. By releasing the lever
D, the inclined planes against which wedge
H rests forces the wedge outwardly thus permitting the outer ring to contract and t·h e ins ner ring to expand.
When the wedge H is in its normal position, the rings are free to revolve with the
disk B, without communicating the motion to
the casing E, but by simply forcing wedge H
10 inwardly more or less by lever D, the rings
engage the hub and inner face of the casing
respectively and cause it to revolve also.
In the modification shown in Fig. 5, I have
increased the size of the casing and added a
r 5 flange J, two additinnal split rings and wedges,
and an additional lever, the latter being arranged at approximately opposite points.
This coupling is designed for coupling
shafts, and when so employed the casing E
20 would be secured to one shaft and the disk B
to the other. When employrd for locking
drums, pulleys, wheels, &c., to the shaft the
casing is secured to the drum, pulJey wheel,
&c., and the disk E to the shaft.
25
This clutch is exceedingly simple in construction, is positive in its operation, takes up
but little space and can be manufactured at
a cost less than the cost of clutches now commonly employed.
30
It is evident that many slight changes
might be resorted to in the relative arrangement of parts herein shown and described
without departing from the spirit and scope
of my invention. Hence I would have it un3 5 derstood that I do not wish to restrict myself
to the exact parts herein shown; but,
Having fully described my invention, what
I claim as new, and desire to secure by Letters Patent, is4~
1. In a clutch the combination with a casing
having an internal bub, of a split ring embracing the hub and provided with outwardly
projecting lugs near its ends, a split ring
adapted to snugly fit within the casing and
45 provided with inwardly projecting lugs, a
wedge adapted to enter between one of the
I
I
II
outwardly projecting lugs on the inner ring
and inwardly projecting lug of the outer
ring, and a leve,~ for forcing said wedge inwardly between the lugs, substantially as set
forth.
·
2. 'l1he combination with a shaft, a casing
having an internal hub, two split rings located within said casing and provided with
ears or lugs as shown, a fixed wedge located
between one pair of said ears or lugs and a
movable wedge located between the other pair
of lugs, 0f a disk secured on the shaft, and a
lever carried by the disk and adapted to engage the movable wedge.
3. The combination with a shaft, a disk rigidly secured thereon, a lever pivoted to the
disk and a projection on the inner face of
the disk, of a casing · loosely mounted on the
shaft, two split rings located within· the casing, each ring having projecting lug-s or ears,
a wedge located between an outwardly projecting lug on the inner ring and an inwardly
projecting lug on the outer ring, said wedge
adapted to be engaged by the lever, the projection on the disk resting between two inwardly projecting lugs on the outer ring, substantially as set forth.
4. The combination with a shaft a disk
thereon and a lever pivoted to the disk, of a
casing having two split rings each provided
with projecting ears or lugs, a wedge located
between a lug on the outer ring and a lug on
the inner ring, the said wedge passing through
the disk and held in place by a nut, and a
movable wedge located between a lug or ear
on the outer ring and a lug or ear on the inner ring the last named wedge adapted to be
engaged by the lever, substantially as set
forth.
In testimony whereof I have signed this
specification in the presence of two subscribing witnesses:
JOHN A. BARNES.
Witnesses:
I. L. NASH,
GEO. D. HIE.
50
55
60
65
70
75
80
85
�End of this
document
�.:.../- I
�No. 661,479.
Patented Nov. 13, 1900.
H. L. ARNOLD.
CLUTCH.
(Application filed Feb. 21, 1900. )
( No Model.)
3 Sheets-Sheet I.
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Jlorace I.Jfrnold,
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.
'
�No. 661,479.
Patented Nov. 13, 1900.
H. L. ARNOLD.
CLUTCH.
(Application filed Feb. 21 , 1900.)
(No Model. )
3 Sheets-Sheet 2 .
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Jiwe.1itor,
J-/orace £. ,/lrnol~
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'
�No. 661;479.
H. . L~ ARNOLD.
Patented Nov. 13, 1900.
CLUTCH.
(Application filed Feb. 21, 1900.)
(N"O Model.)
3 Sheets-Sheet 3 .
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pATENT
ST ATES
·OFFICE.
HORACE I,. ARNOLD, OE~ NEW YORK, N, Y., ASSWNOR 'l'O .JOUN A. HILL;
01? S~ME PJ4AOJ;t
CLUTCH,
SPECIFICATION forming part of Letters Patent No. 061,479 1 dated Novembe1• 13, 1900.
Application filed February 21, 1900, Sori11,l No. 8,008, (No model,)
I
To all whom it may concern:
Be it known that I, HORACE- L. A~NOLD, a
citizen of the United States, residing in New
York, ( Brooklyn,) in the county of Kings and
.5 State of New York, have invented certain new.
and useful Improvements in Clutches, of
which the following is a specification.
This invention relates to clutches, and has
for one object improvements in such devices
10 whereby they are rendered more positive and
effoctiveinoperation a'n d whereby when damaged the parts may be readily removed for repairs.
A further object of the invention is the pro15 vision of a friction-clutch in which the frictional engagement of the parts is caused by
the expansion of a divided ring disposed between the power-transmitter and a part carried by the shaft to be driven.
~o
Further objects of the invention are the
provisjon of improved instrument,alities for ·
·setting and releasing the clutch and of improved means for actuating said instrnmentalities.
·
25 Referring to the accompanying drawings,
Figure 1 represents a longitqdinal vertical
section of my inventi_o n, showing it, applied
to a common form of mechanism . .- Fig. _2 ·r epresents a plan view of the mechanism illus30 trated in Fig. 1. Fig. 3 is a detail, partially
in section, showing the divided ring and toggles fitted in sockets thereof and serving,when
actuated, to expand the same. Fig. 4 is a
. perspective view of the clutch-adjusting rod,
35 the conical sleeve thereof being detached.
Fig. 5 is a perspective view of the sleeve or
spindle by which the clutch-adjusting rod is
carried. Fig. n is a sectional ·detail on line
a; x, Fig. 5. Fig. 7 is a perspective represen40 tation of the hollow cylinder and chambe1:ed
head in which the parts illustrated in Figs.
4 and 5 are assembled, as shown in Fig. -1.
Fig. 8 is a side view of a cap for said head.
Fig. 9 is a perspective view of a plug having
45 a co1~ical tip a1~d adapted to be sectued ir( a
threaded opemng located at one end of the
sleeve represented in Fig. 5. ·
Like characters designate similar parts in
the different figures.
.
50
Referring to the drawings, the numeral 10
designates in a general way any conventional
form of framework and gearing with which
my invention may be employed, and this
framework, as shown, consists of a stanp.ard
11, having two cylindrical portions 12 and 13, 55
one being located at an angle to the other,
connected by a reinforcing rib or projection
14, preferably formed integral wit,h said parts,
as shown in Figs. 1 and 2.
Mounted in cylinder 13 of the frame is a 60
shaft 15, carrying a pulley 1G and a worm 17,
and journaled ~n bearings of the part 12 is a
hollow cylinder 18, having a chambered head
18' and carrying at its rear end a suit,able
gear-wheel rn, which intermeshes with a gear 65
20 on a shaft 21, mounted in a bearing :32 of
the standard 11 of the framework.
·
Sleeve 18 is equipped intermediate its length
with ball-raceways 23 for receiving a ·s eries ·
of rollers or balls 24, and the cylinder 12 of 70
the framework is fitted on its nilde1· side wit,h
companion raceways 25. (See Fig. 1.)
Projecting from the head 18' is a circular
flange 182 shown screw-th-readed at lS: 1-at -its
outer end and provided at intervals ·around 75
its circumference with a series of openings
184, for a purpose he,·einafter·descrihed. Located withiu this circular ttange or projection
182 and surrounding the same is adi videtl ring
25, having a series of sockets 25', disposed at So
intervals around its inner wall.
Within the cylinder 18 is a sleeve or hollow
spindle2G,havingachambP-redhead~6',closed
by a screw-cap 27, carrying a hardened pln~
or projection :38, having a conical tip :38', and 85
mounted within said sleeve for moYement
therewith is a rod 2D~ having a 1·ed11ced end
~D', t,o which a hardened cone-shaped ~letwe
30 is l'Om,o vably fitted, said sleeve being held
on said rod by a nut 31 engaging a screw- 90
thread thereon, and at its opposite end sai<l
rod is provided with a threaded surface :3ffl,
with which a nut 32 engages fm securing tho
rod in position within the sleeve and for ,uljusting_ t,he same to change the positio,~ or t,ho 95
cone with respect to the toggles herernafter
described.
Fitted in t.lie hollow cylinder or slee,·c 18
is a coiled spring 33, which bears _at one
end against _a shoulder of said sleeve autl at 100
�2
661,479
tbe other end against a shoulder .on the hollow spindle 26, carried by said sleeve.
Fitted in sockets 26 2 of the head 26'.of hollow spindle 26 are toggles 70 of substantially
s dumb-bell shape, having rounded heads, which
bear against the conical sleeve 30 of rod 29.
Th~ opposite ends· of these toggles project
through ·the openings 1s•·in t,he flange l 88 of
head 18' and engage with the socket,s 25' in
10 the divided,ring~5,a~shown in Figs. lan<f3.
Pirnted to an arm 11', projecting from the
frame 11, is a lever 34, having a socket 35 for
. receiving a ball-bearing 36, the balls of which
engage with the conical tip 28' of µlug 28,
1_5 carried by the cap 27, secured to the head of
the spindle 26. At its lower end lever 34 is
pivoted to the frame -at 37 and is equipped
with a projection 37', fitted between stops 38,
for limiting the movement of said lever.
20
Worm-gear 17 is mounted over the divided
ring 25 on flange J 82, and both the gear and
ring are secured in position on the head by the
screw-cap 18~. ·
As will be observed,tbe hardened steel cone
25 26. is detachably secured to the rednced end
o'f rod 29, and it may therefore be· readily removed in .case of wear and another replaced
on the end of said rod.
' My improved clntch operates as follows:
30 When thrown to the position represented in
Fig. 1,- lever 34 forces backward the sleeve or
spindle 26 against the stress of spring 33, arid
said sleeve as it is reciprocated carries with
it' the rod 29 and cone 30 and causes the tog35 gle connections 70 to expand the divided ring
25, and thus lock gear 17 to the bead 18', and
when in'"this positi9n the gearing connected
with the parts just described will of course
be operated and shaft 21 will be driven. As
40 the sleeve 18 and its connected parts rotate
friction is reduced to a minimum by the ballbearings between said sleeve and the frame
and by the ball-bearing in lever 34, which cooperates with the hardened conical plug car45 ried by the head of sleeve or spindle 26.
When it is desired to free the clutch, a reverse action of lever 34 pe~·mits the spring 33
to act and cause the ~oggles to rock, thereby
releasing the clutch, and when in this .posi50 . tion power applied to the shaft 15 will not rotate the parts with which it is connected.
Mv invention is not limited to the exact details· of mechanism sbown and described, and,
as &bove stated, the gearing illustrated is
55 ·purely conventional, for the elntch may be
employed to connect and <lrive a pulley, a
gear of. other kind from that shown, or any
sort of mechanism for which it is adapted.
Having described my invention, I claim60 · 1. A friction-clutch comprising a sleeve or
hollow cylinder having a chambered head; a
divided ring carried by said head; a member
carried by and adapted to be locked to the
head, a series of toggles mounted in sockets
65 of Raid head and adapted to engage said ring
to expand the same and lock said mcm ber to
the head; a spindle mounted withiu said cyl-
inder and having a series of openings to re:ceive the ends of said toggles; and m~ansfor
reciprocating said spindle.
70
2. A friction-clutch comprising a hollow
spindle having a chambered head; a divided
ring carried by said head; a series of toggles
mounted in the chamber of said bead and
adapted to expand the i:ing; a device carried 75
by the head and adapted to be locked thereto
when said ring is expanded; a device for adjusting the toggles; and means for actuating
sai.d toggles.
3. A friction-clutch comprising a head hav- So
iug a :flang~ pl'Ovided with a series of openings; a divided ring mounted on said flange
. and having a series of sockets; toggles having heads entering the openings of the flange
and the sockets of the ring; a device mounted 85 ·
over the ring and adapted to be SPCUJ.~ed to
the head when said ring is expanded; and
means for operating the toggles.
4. A friction-clutch comprising a head hav.:.
ing a hollow extension; a divided ring fitted 90
over a flange of the head; a device within
which said ring is mounted; a cap for closing
the end of the head and securing said ring
and device in position; a hollow spindle
within the extension of the bead and spring- 95
actuated in one d.irection; a · rod having a
·cone fitted within a chamber of the spindle;
.a series of toggles for expanding the divided
ring; and means for reciprocating the spindle and thereby actuating the toggles.
100
5. A friction-clutch comprising a head; a
divided ring mounted thereon and adapted
when expanded to lock the device to be driven
to said head; a series of toggles having
rounded ends; a reciprocatory spindle car- 105
ried by an extension of the head and adapted
to actuate the toggles; a rod adjustably
mounted in said spindle and carrying a cone
engaging with said toggles; and means for
adjusting said rod~
.
no
6. The com bi nation, with framework having ball-raceways, of a hollow cylinder also
carrying ball - raceways; .a s_eri.es of balls
placed between said raceways; a cbam bered
head projecting from said hollow cylinder 115
and having flanges; a divided ring si1pported
between said flanges; a -series of toggles'; a .
device to be driven mounted over sai.d ring;
a spindle having a chambered head mounted
in said cylinder; a spring surrounding said 120
spindle; an adjustable rod carri,e d by the
spindle; a cone removably attached to the
end of said rod; a cap .for closing the chambered end of said spindle, said cap carrying
a hardened conical plug; and a lever hav..ing 125
a ball- bearing into which said plug is received, said lever serving to actuate said
spindle and thereby the toggles to set the
clutch.
7.- In a clutch, thecombination, with a hol- - 130
low cylinder carrying a flanged and chambered bead, th_e flange of said head being perforated at intervals around its circumference,
of a divided ring having a series of Emckets,
�661,479
said ring being mounted between the flanges
of said head; a spindle carried by said cylinder and having a chambered head perforated
at ·intervals around its circumference; a se5 ries of toggles with rounded ends received in
t.he perforations of said flange and the head
of said spindle; a rod carrying a cone mounted within the spindle; a spiral spring surrounding the spindle and serving to actuate
10 the same in one direction; a cap for said
spindle, carrying a plug with a hardened conical tip; a pivoted lever having a recess; and
a ball-bearing seated in said recess and bearing against the tip of said plug.
•
8
8. A friction-clut ch comprising a cylinder 15
having a portion provided with a series of
openings; an expansible ring carried by said
portion of the cylinder. and having a series
of sockets; toggles having hElads entering the
openings of the cylinder and the sockets of 20
the ring; a device movably mounted over the
ring and adapted to be secured to the cylinder when said ring is expanded;. and means
for operating the toggles.
HORACE L. ARNOLD.
Witnesses:
FRED. J. DOLE,
WM. H. BLODGETT .
�End of this
document
��. fv 12
I
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1/
r
No. 683,169.
C
Patented Sept. 24, 1901.
V. R. BROWNING.
FRICTION CLUTCH.
(Application filed Jan. 7, 1901. )
(No Model.)
"'
INVpNTOR.
~
- ~~ !'?. 78~1·
BY
· 4. E._ ¥~,~~~
·
AT'?OR~.
�UNITED
STATES pATENT
OFFICE.
VICTOR R BROW ... ~ING} OF LAKEWOOD , OHIO.
FRICTION-C L U TCH.
SPECIFICATION fo:-ming part of L~t te1-s Patent No. 683,169, dated September 24, 19_0 1.
· Application filed January 71 1901, l5eria.l No, -42 1413 , (No model,)
To. all whom
it 1na,y co1icern.:
Be it known that I.,·1c TOR R. BROWNI.KG,
a citizen of the United States,resi<ling at Lake-wood, in the co 'rnty of Cuyahoga and State
5 of Ohio, have invented a new and useful
provement in I'riet.1011-Clutches> of which the
following is a .. peci.fic.a tion.
This inYention relates to friction-clutches,
and has for :ts objects the production of a
10 clutch whieh will be cheap iu its manufactnre and q u ick, simple, and positive in its
operation.- . These objects l accomplish by
means of the structure which !S illustrated in
the aceom 1 :rnyiug drawings, in which1
c;
i6 ure 1 shows a \. iew, partly in section
and partly- iLi. e l.evatiot1, of the clutch. :Fig.
2 is a sectionnl v iew through tho clutch on
the line 2 2 of ]fig. 1 looking to the right.
Fig, -3 is h, view of the clutch as seen from the
20 J'ight-'baud end of Fig. 1, t he wedge and its
sleevf being omitted; and Fig. 4 slw,~s a
means for- adjusting theclnteh to take up lost
motion. \mused by tbe wearing of the parts.
Similar reference characters designate cor25 1espc1nding parts t hroughout the several
views.
,,.
As bhowc, this clutch is i:..,teuded to drive
a pulley 1, which is loosely mounted on shaft
2. Keyed to this shaft and turning with the
,o same are two disks 3 and 4, which are mounted·s1de·byside,the disk4beingentire1ywithin the rim of the pulley 1. The d isk 3 is of
the same diameter as disk 4. and preferably
extends part way beneath thee flange of the
35 pulley .l. WI iJ e these disks are keyed to the
sha.ft 2 and turn therewith, they are at tha
same time allowed a slight amount of play or
lost motionahout the same fora purpose hereinafter explained. This lm~t motion is se40 cured by 1 ak ing keyways 5 an
5' in the
disks lar~IJl' Uw n the ke: .· ~ J v hie enter the
F-n,me. 'l'hest> keys :; are f rr.: nged on diam etrical!.r oppo'1,ite Rides oE t 1e sua: 2 and
extend along 1he sli-11 t th1 ')ngh both of t he
.s disks 3 an d 4.
Closely fi ttiug t he outfjr ·u ·face of t.he dil:ik
4 and 1y ·ng et,~·ecn t,ha t aisk and the flange
of t.l·e p ulley l is a helie,"d t' i) ·mg 7. This
spring i~· nut •:we i red a.t ..1.!.y point to either
50 of th . 1;:;1· ;: :1 or ..f, l t~t l, ,ib H. Pnds bearing
agai s t I roject i0ns o u: 5a ~<l Jisks, so that
v.
1 •
u" kkf:. R.re j otarnd sli 1rht1Y iu o po1 (· ;;.,.Jc;;, on the shaft~ the projectwns
• p , :; .. th,.j ev~
ti e ~ tfog r,n·
1 canse the same to expantl into engagement 55
I
vith the inner surface of the flange of the
.pulley 1. The lug or projection on the disk
, 4 is indicated in Fig. 2 at 8, and the spring 7
is shown abutt,ing against. the squared face
of
this lug. 'l'he lug on the disk 3 for coop- 60
I
erating with the opposite encl of the spring is
shown in Fig. 4 at 9. Mounted adjustably
upon this lug i!'i an adjusting- wedge 90, which
has a slot IO, through which projects a setscrew 11 for securing the same to the disk. 65
It will be seen that the contacting su r fa ces
of the wedge and disk are inclined, so t ha t
by loosening the screw 11 and slid ing th e
wedge to the right the same will be moye tl
forward toward the end of the spring. In 70
t,h is manner all wear which may have resulted
is take n up. It will be understood that the
wedge 90 faces in the opposite direc.t ion from
the h1g 8 on the other disk.
Arranged on diametrically opposite sides 75
of the disk 3 a-re depressions 12, which have
their bottom surfaces concentric with the
_shaft 2 an d have their side walJs tapering toward a point fora purpose hereinafter stated.
The disk 4 also has these diametrically and 80
otherwise similarly arranged depressions,
which are normally ·out of line with the depressioils on the disk 3. 'I'hese depressions
are shown at 13.
Mounted upon the shaft 2, so as to slide 85
thereon and also to turn therewfth, is a collar
14 for the shift ing yoke, which is 1 ot shown.
Projecting from this collar on d iametrically.
opposite ~ides are wedge- fin gers 15, which extend into the depressions 12 of the disk 3 and 90
for a slight -distance into t he depressions 13
of the disk 4. By having t hese fingers arranged on each side of .t he shaft the weight is
equally balanced, so· th a t smooth running is
o tain_e d, and the strain wbich would result 5
from having the thrust ~11 come on one side
of the clutch is obviated. As shown in Fig.
1, the wedge-fingers are withdrawn from the
depressions in the disks 3 and 4 to their fullest
~-tent,, and whe n in this position the disks 100
are forc')d b,T th ~pring with their depresions Ollt ol Hae with each other, the spring
clo_scly rn gging tlie d isk ,_1:. ,vheo-, however,
the we,lg..,- fin ger8 a o t 1mst inwardly, the .
disks aro each rotated in a direct ion s uch as 105
to br·ng their depr ssion into lin e with each
I o her. his res 1lts in ca.using the lug 8 and
th e ed ge 90 to force forward the ends of the
Jm- 1
•.J •
�2
5
10
15
20
25
30
35
40
45
50
55
60
65
688,169
helical spring, which causes it to partially uncoil and to expand into frictional driving contact with the inner surface of the flange of
the pulley 1. By special reference to Fig. 2
it will he seen ·that when the disk 4. is turned
to the right upon its shaft it causes the lug 8
on the disk to push forward the end of the
spring abutting the same, which expands the
spring into engagement with the inner surface of the flange of the pulley. The load
now being thrown upon the disk 4 the key 6
will move to the forward face of the key-seat
5', which positively connects the disk 4 with
the shaft and causes the lug 8 to continue to
push forward on the spring, the tendency of
the latter being to move toward the lug 8 and
away from wedge 90. It will be seen, therefore, that the disk 3-has no work to perform
while the shaft is moving in this direction,
and it is driven not by iti;l key 6, but by the
disk 4 through the wedge-fingers _15. When,
however, the direction of rotation of the shaft
2 is reversed, the disk 3 becomes the driving
member, and the loose connection between
the <lisk 4 and its shaft permits practically
all of the strain to be removed therefrom.
The two disks therefore alternate in doing
the driving, the pai·ticnlar disk doing the
work being governed by the direction of rotation of the shaft 2. By having the spring
closely bugged to the disk 4 when the clutrh
is out of gear the shaft 2, the disks, nnd the
spring may be rotated at any speed and there
will be no noise or ratt.le of loose parts.
While this clutch is shown driving a pulley, it may of course be employed for driving
any sort of device which may be mounted
upon the shaft, or it may be mounted upon
another shaft in line therewith. It will also
be understood that the details of construction-such, for example, as the means for
taking up the wear of the spring-may be
changed without departing from the spirit of
my invention.
Having thus described my invention, what
I claim as new, and desire to secure by Letters Patent,, isl. In a friction -clutch a shaft, a driven
member mounted loosely on the shaft, two
driving members loosely keyed on said shaft
and turning with the s~me, a spring within
the driven member having its ends abutting
the driving members, and means for moYing
said driving- members with reference to each
other to cause them to expand the spring into
frictional engagement with the driYen member.
2. In a frictional clutch a driven member,
driving members mounted in axial alinement
therewith, a spring wit,hin a portion of said
driven member having its ends abutting the
driving members, and means for causing said
driving nwmbers to expand the spring to
cause it to engage frictionally with the driven
member.
3. In a reversible friction-clutch, a driven
member, a friction device for engaging and
turning the same, two driving members for
driving the friction de~ice, and means whereby a change in direction of rotation of the 70
driving members results in changing the load
from one driving member to the other.
4. In a friction-clutch a driven member, a
shaft, a pair of disks keyed loosely on said
shaft and in axial alinement with the driven 75
member, a spring having its ends engaging
the disks, and means for rotating the disks
relatively to each other to cause the spring
to enter into driving engagement with the
driven member.
80
5. In a reversible friction-clutch, a driven
member, a spring for frictionally engaging
and turning the same, driving members en•
gaging each end of the spring to -drive the
same, and means whereby a change in rota- 85
tion of the driving members results in throwing the load from one driving member to the
other.
6. In a reversible friction-clutch, a shaft,
a driven member mounted loosely on said 90
shaft,, a pair of driving disks or collars loosely
connected with said shaft, a coiled spring
within the drfren member and closely hugging the driving-disks, the ends of the spring
abutting the disks, and means to move the 95
disks relatively to each other to expand the
spring into engagement with the driven member.
7. Inf he reversible friction-clutch, a driven
member, a shaft, a pair of driving members 100
loosely keyed to said shaft, a spring within
the driven member having its ends abutting
the driving members, and means for rotating
the disks iu opposite directions to expand the
spring into engagement with the driven mem- 105
ber.
8. In a friction-clutch a driven member, a
spring for driving said member, and disks for
driving said spring, a lug on one of said disks
provided with an inclined face, a slotted 110
wedge on said .lug abutting one end of the
spring, and a set-screw passing through the
slot and securing the wedge to the lug.
9. In a friction-clutch a driven member, a
driving-spring- within said driven member, a 115
shaft, a pair of disks or collars keyed to said
shaft, the key-seats in the disks being larger
than the cooperating keys, lugs on the disks
abutting the ends of the spring, a slidinry
yoke-collar on the shaft provided with a plu - , . )
rality of wedge-fingers, depressions in th, ·
disks normally out of line with one anotlwt \
but which are forced into line when the wedgefingers are pushed inwardly, thus rotating
the disks in opposite directions to expand the 125
spring into driving contact with the driven
member.
In testimony whereof I affix niy signature
in the presence of two witnesses.
VICTOR R. BROYfXI~G.
Witnesses:
E. G.
EARL
DEUCHER,
H. BROWNING.
f
�End of this
document
��PATENTED JULY 7, 1908.
No. 892,868.
T. G. MORSE.
CLUTCH.
APPLICATION FILED SEPT. 28, 1907.
Fig. l.
Mg.2A
J
'1liuiesses.
<1.Jl~
s~~-
°JI
�UNITED STATES PATENT OFFICE.
THOMAS G. MORSE, OF ERIE, PENNSYLVANIA, ASSIGNOR TO MORSE IRON WORKS, OF
ERIE, PENNSYLVANIA, A CORPORATION OF PENNSYLVANIA.
CLUTCH.
No. 892,868.
Specification of Letters P atent.
Application filed September 28, 1907.
5
10
15
20
25
30
35
40
45
5o
To all whom it may concern:
Be it known that I, THOMAS G. MoRsE, a
citizen of the United States, residing at Erie,
in the county of Erie and State of Pennsylvania, have invented certain new and useful
Improvements in Clutches; and I do hereby
declare the following to be a full, clear, and
exact description of the invention, such as
will enable others skilled in the art to which
it appertains to make and use the same, reference being had to the accompanying drawings, and to the letters of reference marked
thereon, forming part of this specification.
My invention relates to clutches, and has
for its object the construction of a clutch, the
jaws of which are operated by electricity,
preferably used in solenoids which are operated to move the jaws outward.
The features of my invention are hereinafter fully set forth and explained and illustrated in the accompanying drawings in
which:
Figure 1 is a side view in elevation of my
improved clutch, with parts broken away.
Fig. 2 is a section of the same on the line x-x
in Fig. 1.
In these drawings illustrating my invention, A is an. overhanging clutch rim provided with a hub A' mounted and rotating
upon the hub B of the other member of the
clutch, which hub Bis adapted to be secured
to a shaft by means of a key inserted in a
slot b in the usual manner. This hub B is
provided with an inward extension B' from
opposite sides of which arms CC extend outward, the outer ends of which form three
sides of hollow rectangular shells in which
radially sliding jaws D D are mounted
adapted to contact with the inside of the
overhanging rim A. The fourth or outer
side of these shells C C consists of a removable plate E secured in place by means of
screws e. From one side of each of the arms
CC an arm F extends, to which a solenoid
shell G is secured.
Mounted upon the inward extension B' of
the hub there is a sleeve H provided with inclined projections h h, corresponding to the
inner inclined ends d d of the jaws D D, and
between the incline<l. projections h h of the
sleeve H and the inclined ends d d of the jaws
D D there are balls or rollers I I, which mechanism operates when the sleeve H is rotated
on the hub-extension B' in the direction of
P atented July 7, 1908.
Serial No. 394,987.
the arrow in Fig. 1 to force the jaws DD out- 55
ward against the inside of the rim A.
For rotating the sleeve H, I provide arms
H' H' thereon which extend from opposite
sides thereof over the open ends of the solenoid shells G G, where they connect with the 60
solenoid cores G' G' so that when the cores
G' G' move inward the sleeve His rotated on
the hub extension B' so as to move the jaws
D D outward, as hereinbefore described.
To supply electric current to the solenoid 65
windings, I secure a ring J of insulating material to the front of the plate E by means of
screws j, and upon the insulating ring J, I secure metal contact rings K K to which the
ends g of the solenoid windings are secured, 70
electricity being supplied to the rings K K by
means of contact brushes (not shown) in the
usual rn.anner.
To move the jaws D D inward I secure retracting springs between the jaws D D and 75
the arms H' H' on the sleeve H, so that when
the current of electricity is cut off from the
solenoids G G the springs M M operate to
draw the jaws D D back from the rrm A.
Having thus described my invention so as 80
to enable others to construct and use the
same, what I claim as new and desire to secure by Letters-Patent is:
1. The combination in a clutch, of a loosely
journaled overhanging-rim clutch member, 85
radially movable jaws adapted to engage the
inside of said rim mounted on the other
clutch member, a rotatable sleeve, projections thereon adapted to move the jaws outward against said rim, and electrically actu- 90
ated mechanism for rotating said sleeve, substantially as set forth.
2. The combination in a clutch, of an overhanging-rim clutch member mounted concentrically with and rotatable independently 95
of the other clutch member, radially movable jaws adapted to engage the inside of
said rim mounted on the other clutch member, a rotatable sleeve loosely journaled
under the inner ends of the jaw members, in- 100
clined projections on said sleeve under the
inner ends of said jaw members adapted to
move the jaw members outward when the
sleeve is rotated, and electrically actuated
mechanism for rotating said sleeve, substan- 105
tially as set forth. ·
3. The combination in a clutch, of a loosely
journaled overhanging-rim clutch member,
�892,888
radially movable jaws adapted to eng-age the
inside of said rim mounted on the other
clutch member, a rotatable sleeve, projections thereon adapted to move the jaws out5 ward, arms on said sleeve for rotating it, electrically operated solenoids to actuate said
arms, and thereby rotate said sleeve, substantially as set forth.
4. The combination in a clutch, of a loosely
10 journaled overhanging-rim clutGh member, a
clutch member secured to the clutch shaft,
radially movable clutch jaws mounted in
said member so as to be moved outward
against the inside of said overhanging rim, a
15 sleeve. rotatable with relation to the fixed
clutch member, inclined projections on said
sleeve under the inner ends of the jaws, antifriction mechanism between said sleeve projections and the inner ends of the jaws, fixed
20 arms on the frame in which the jaws are slidably mounted, arms on said sleeve, solenoids
between said fixed arms and the arms on
said sleeve whereby said sleeve is rotated,
and electrical connections to said solenoids,
25 substantially as set forth.
5. The combination in a clutch, of a loosely
journaled overhanging-rim clutch member, a
clutch member Becured to the clutch shaft,
radially movable clutch jaws mounted on
the fixed clutch member so that when moved 30
outward they will engage the overhanging
rim member, a sleeve rotatably mounted on
the fixed clutch member, inclined Jrojections thereon under the ends of sai jaws,
anti-friction balls between said projections 35
and the inner ends of the jaws, arms on opposite sides of said sleeve, arms on the fL"'l(ed
member of the clutch, solenoids between the
ends of said arms and the arms on said sleeve,
electrical connections for operating said solen- •iO
oids, and retracting springs between the jaws
and the arms on said sleeve substantially as
set forth.
In testimony whereof I affix my signature,
in presence of two witnesses.
THOMAS G. MORSE.
Witnesses:
JOHN B. BROOKS.
LEAH BENSON.
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�End of this
document
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�E. H. SHERBONDY.
OLUTCH.
APPLICATION FILED MAR, 20, 1908.
Patented Feb. 16, 1909.
912,741.
THI! NQ.RRIS ~E"{E:RS CO ,, VIASHIN.G'TON, D. C.
�UNITED STATES PATENT OFFICE.
EARL H. SHERBO:N"DY> OF CLEVELAND, OHIO.
CLUTCH.
No. 912,741.
Specification of Letters Patent.
Application filed March 20, 1908.
To all whom it may concern:
Be it known that I, EARL H. SHERBO~DY,
a citizen of the United States, and resic"!.ent
of Cleveland, county of Cuyahoga, State of
5 Ohio, have invented certain ne\v and useful
Improvements in Clutches, of ·which I hereby
declare the following to be a full, clear, and
exact description, such as will enable others
skilled in the art to which it appertains to
1 o make and use the same.
The objects of the invention are to provic~e
a form of clutch for a divided shaft, such as
the driving shaft of an automobile, in 1.vhich
in its normal condition the coupling will be
15 ma~e and can easily be released, and in
which no irregularity in the action of the
working parts will cause binc~ing or objectionable friction thereof upon each other.
The invention comprises a form of con20 struction in which a fly ·wheel is secured to
one portion of the shaft and an expansible
split ring a:.laptecl to bear upon the iimeT
surface of the fly wheel is secured to the
other portion of the shaft, and in which con2 5 nected toggle arms and a longituCLinally
moving cone upon the shaft are employed to
separate the siC:.es of the expansible ring, antl
to force them into engagement with the
wheel surface.
30
Heretofore, various means have been employed to expand the sid.es of an expansible
ring, and a radially moving block in which
the inner ends of the toggle arms have been
pivoteJ has been employed in connection
3 5 with lever mechanism for forcii1g this block
outwards. Pivoted levers have also been
employed to obtain this result. Some difficulty·, hmvever, has been experienced in
obtaining a smooth and continuous good
40 action of these devices as their pivotal parts
and engaging surfaces wear upon each other,
n.nd hence forms of construction and simple
arrangement arnl combination of parts ba·ye
been devised to overcome these defects and
45 increase the efficiency, practicability and
positive action of the device.
The invention consists furtheT in the forms
of construction sho-wn in the accompanying
drawings, hereinafter described, and specif50 ically pointed out in the claims.
In the accompanying drawings Figure 1 is
a longitudinal central section of the device
exemplified in connecting a divided automobile shaft; Fig. 2 is a transverse section there-
Patented Feb. 16, 1909.
Serial No. 422,207.
I form
of; and Fig. 3 is a detail view of a modified
of toggle.
In these views 1 and 2 are the adjacent
portions of the shaft, 1, being preferably the
I driving portion thereof, 3 is a clutch drum
which may be formed in a fly wheel, or wheel
for any other purpose if desired, and is securel by means of a key 4 to the shaft 2.
One shaft as 2 is shown to enter a socket or
recess in the end of the other shaft and find a
bearing therein at 4, so that no further supvport is required at this point for either shaft.
To the inner end of the shaft 1 is secured the
split ring 5, the sfr~es of which correspond in
shape ·with the inner surface of the clutch
drum 3, so that when expanded a frictional
contact is obtained with practically all of the
inner surface of the clutch drum, the extremities of the arms being slightly separated to
enable the ring to collapse when it is desired
to disengage them ·with the clutch surface of
the drum. The arms are connecteJintegrally
with the central hub or shaft by means of the
ra('ial arm 6, intermetliate between the ends
of the expansible arms and so placed as not
to ii1terfere with the free action thereof.
Pivoted by means of suitable pins 7 to
ears 8 upon the inner surfaces of the expansible arms are the links, L L, which are
pivotally attached together at their inner
ent!s by means of a common pin 9, to form
a toggle joint. A shoe 10 is formed and
beveled at the outer edge and connected
with the links by a common pin 9, and
against this shoe bears the inner end of the
conical sleeve 11, provic.ed with a clutch
groove 12 adapted to receive a clutch fork
or ring 12'. Or a roller R mounted in a
double fork F may be mace to directly bear
upon the cone 11. A strong spiral spring
13 bears against the outer eml of the clutch
sleeve and against the collar or shoulder 14
upon the shaft.
In operation the spring 13 normally
forces the conical sleeve underneath the
shoe 10 or roller R and tencs to close the
toggle joint, forcing the central joint ra :ially outwar(1s so as to separate the sides of
the expansible ring and force them into
engagement with the drum. The spring
will then maintain them in close frictional
contact therewith until the conical sleeve
is withdrawn. On account of this spring's
action there is no perceptible jar.
55
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65
70
75
80
85
90
95
100
105
�912,741
I believe myself to be the first to engage
a toggle joint without interme jate operating mechanism for the purpose of expanc'ing the arms of a split ring, for the purpose
5 describe l and in connection with an automatically acting member to normally maintain the clutch portions in frictional contact.
By this means a positive, smoothly acting
and durable cevice is obtainer , having an
10 efficiency not obtainable by other methoc~s
of construction.
I claim1. In a clutch, the combination v;ith a
divi~ e l shaft, one shaft having a socket into
15 which the end of the adjacent shaft is inserted, of a clutch <.:.rum secure1l to one
shaft, a split expansible ring and arm integral at a central point with the other
shaft, and a aptec.l when expall('e l to en20 gage with sai t clutch c. rum, toggle links
pivotally connccteJ together at their inner
enc s to form a central toggle joint, a sho(!
pivoteJ to the centrnl tog 6 b joint, a cone
sleeve upon the shaft whic11 bears the split
25 ring, and means for normally forcin~ sai:l
cone unc1 erneath saiJ shoe to expancL sail
ring, substantially as (~escribe l.
2. In a clutch, the combination with a
clivi~:ed shaft, one shaft pro-vi eel with a
30 bearing in the other shaft, of a clutch l:rum
secured to the one shaft, an expansible ring
having integral arms, and integral "ith the
oth~r shaft, links pivote-1 to saill arms ~t
their outer en s, and to each other at their
35 inner encs, a shoe pivoted to their inner enc-s,
a longitucinally movable cone on the expansible ring shaft, a should.er on said shaft,
1
1
j'
and a coiled. spring upon said shaft engaging
said cone and shouker, substantially as described.
40
. ·3. In combination, two adjoining shafts,
one shaft provic1 e<l ,,-ith a rel uced extremity,
ancl the other with a socket into which said
reduced e;·tremity is inserted, a clutch
drum on the recluce<l shaft, an expansible 45
ring and central arm therefor integral with
the socket shaft, a collar ther('on, toggle
links pivoted upon sail e~·pansible ring an l
to each other, an engaging t evice pivote,l
( iJ ectly to the toggle joint, a cone sleeve on 50
the socket shaft auapted to engage sai l
en,l;aging deYice, an( a spring bet,rnen sail
collar and sairl cone sleeve, Sl1hsta.ntially ns
c. escl'ibed.
1
4. In a clutch ac apteJ to a c'iYic 1e~~ shaft, 55
one section of ,Yhic!1 is re< ucec an. the other
provic c l \\ ith a soclret a( a pte<1 to receive
the sai I re, uced portion, a clutch <:Tum on
one se-·tion, a racial \'eh or a"m integTal
·with the ext··emity of tl1e other section, an 60
expansible split ring integral with said -;rnb
or arm, toggle links pivoted to the 1espective
ring portions and to each other, an engaging
(1 evice having arms pivoted to said toggle
links, a common pfrotal pin therefor, a '65
cone sleeve upon the split ring bearing
shaft section arnl a spring therefor.
In testin10ny whereof I hereunto set m.T
hand this 28" ay of February 1908.
EARL IL SHERBONDY.
1
1
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t
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In prnsence ofV\i:M. M. :MONROE,
GEO.
s.
COLE.
I
�End of this
document
�\
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W, H WAITE.
CLUTCH.
APPLICATION FILED SEPT, 8, 1916,
1,226,036.
Pa~nted May 15, 1917.
�UNITED STATES PATENT OFFICE@
WILLIAM H. WAITE, OF CLEVELAND, OHIO, ASSIGNOR TO THE BROWNING COMPANY,
OF CLEVELAND, OHIO, A CORPORATION OF OHIO.
CLUTCH.
1,226,036.
Specification of Letters Patent.
Application :filed September 8, 1916.
...
To all whom it may concern:
Be it known that I, ,vll,LIA~f H. "\VArTE,
a citizen of the United States, resident of
Cleveland, county of Cuyahoga, and State
5 of Ohio, have invented a new and useful Improvement in Clutches, of which the following is a specification, the principle of the
invention being herein explained and the
best mode in which I have contemplated ap10 plying that principle, so as to distinguish
it from other inventions.
My invention relates to friction clutches
of the type shown, described and claimed
in U. S. Letters Patent No. 683)69, issued
15 September 24, 1901 to V. R. Browning, its
principal object being to provide a clutch
structure of the above-described character
which will permit of the removal or replacement of the helical spring with a minimum
20 of labor and in n. minimum of time.
Iri·. the above-mentioned patented structure, the helical spring was of unitary construction and the arrangement of parts is
such that in order to remove such unitary
25 spring or replace same after having been
broken, it was necessary to dismount the entire shaft and disconnect many of the parts
therefrom before such removal or replacement could be effected.
30
The specific object, therefore, of my invention is to permit the use of a clutch having the general construction of such
patented device but wherein the spring is so
arranged tha.t it may be removed without
35 dismounting the shaft or removing any of
the other parts therefrom.
The said invention consists of means hereinafter fully described and particularly set
forth in the claims.
40
The annexed drawing and the following
description set forth in detail certain means
embodying my invention, the disclosed
means, however, constituting but one of
various mechanical forms in which the prin45 ciple of the invention may be applied.
. In said annexed drawing:Figur,e 1 represents a cross-section of my
improved clutch, showing also a section of
the shaft upon which it is mounted.
50
Fig. 2 represents a partial axial section
and el~vation, showing a fragmentary section of the shaft.
Fig. 3 represents an elevation of the members of the clutch, showing same separated,
Patented 1'fay 15, 1917.
Serial No. 119,108.
but showing the driYen member in axial
section, the spring being omitted.
Fig. 4 represents an axial section of the
d_riven member taken upon the plane at
right angles to the plane of section of Figs.
2 and 3, showing the remaining parts of
the clutch in elevation but with portions of
the spring broken away to disclose parts
beneath same.
Fig. 5 represents an encl view of the three
seg~ents of the spring.
Fig. 6 represents a front elevation of the
spring segments all assembled.
As in the above-mentioned patented struct1we, the illustrated embodiment of mv jnvention comprises a driven member i rotatably mounted upon the shaft 2, a suitable
bushing 3 being pro-,~idecl between the
driven member and shaft. as shown in Fi o-_
2. This drfren member is :formed with rr~
internal cylindrical friction surface 4 which
receiYes directly the frictional contact of the
helical spring 5. A sleeve 6 is mounted
up~m the shaft and normally lies within the
dr_rrnn me~ber 1~ as sh~nvn in Fig. 3, anrl
tlus sleeve is formed with a spring seat 7
and a shoulder 12· which receives the thrust
of one end of the spring. A second sleeve
10 is also mounted upon the shaft and is
:formed with a spring seat 11 and a SPfi t 8
which receives the thrust of the other end
of the spring. The sleeve G is forme<l ,vith
an end :flange 13 and the sleeve 10 with an
end :flange H, against which the outer sides
of the spring lie, as shoVirn in Figs. 2 and
4. Thes~ sleeves are both rotatably connected with the shaft by means of splines 15
which extend into slightly elono-ated
grooves 16 in these sleeves, whereby th~ latter are permitted a limited rotative movement upon the shafts, as in the case of said
patented structure. The sleeve 6 is provided
with a wedge-shaped recess 17 and the sleeve
10 with a wedge-shaped recess 18 into which
projects a wedge 19 forming an integral
part of a collar 20. This collar is formed
with a groove 21 which is engaged by the
members of a shifting lever ( not shown) ,
whereby said collar may be shifted while
rotating with the shaft, as will be understood. This wedge engages oppositely disposed surfaces upon the collars 6 and 10 respectively, so as to move said collars in opposite directions, and thereby expands the
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so
85
90
95
100
105
�1,226,036
5
10
15
20
25
30
35
40
spring so as to cause its outer surface to
frictionally engage the friction surface 4,
as in the case of said above-named patented
device.
However, instead of making the spring
of an integral structure as was formerly
the case, I cut said spring so as to form a
removable segment 22, such segment being
of a size such as to divide the spring into
parts which will have distances between
their free ends sufficient to permit them to
be passed onto the shaft in a direction transverse with respect to the axis thereof.
In order to place the spring in position,
the sleeve 10 and collar 20, are moved away
from the driven member 1, as shown in
Fig. 3, whereupon the spring segments may
be slipped onto the shaft in the direction
indicated, and placed in their proper position upon the spring seat formed by the
two sleeves 6 and 10. After having been
so placed, sleeve 10 is moved into its proper
position abutting the sleeve 6 and thus confining the spring between the two flanges
13 and 14.
Suitable means are provided, as will be
readily understood, for retaining the sleeves
6 and 10 in their proper positions. It will
thus be seen that while the spring is separated into a multiplicity of parts, it may
still perform the same function as a unitary
spring and in the same manner, but its removal from or replacement in the clutch is
greatly simplified~ as will be readily understood.
Inasmuch as it is necessary to adjust the
ends of the spring with reference to the
parts of the sleeves against which they abut,
I provide the seat 8, previously mentioned,
for the reception of the removable and replaceable thrust block 9. This seat is beveled or undercut and receives the block
which may be slipped into the seat from the
side. This block is made of the proper
length to give the required adjustment and
may be ground to secure such adjustment
before placing in its seat. When worn out
it may be removed and replaced with a new
block.
Having fully described by invention, what
I claim and desire to secure by Letters Patent is:1. In a friction clutch, the combination
of a shaft, a driven member rotatively
mounted upon the latter; a spring within
said driven member and surrounding said
shaft; driving means adapted to expand
said spring to engage said driven member;
said spring being non-unitary in structure
whereby it may be removed from said shaft
in a direction transverse with respect to the
latter.
2. In a friction clutch, the combination
of a shaft; a driven member rotatively
mounted upon the latter; a helical spring
within said driven member and surrounding said shaft; and driving means adapted
to expand said spring to engage said driven
member; said spring having a removable
segment, whereby it may be assembled on
said shaft in a direction transverse with respect to the latter's axis.
3. In a friction clutch comprising a shaft
and driving and driven members, a spring
consisting of a multiplicity of parts separable from each other, said parts being
mounted in juxtaposition and engaging
each other so that they coact to perform the
:function of a single spring, each such part
being capable of being removed from the
shaft without dismounting the latter or removing any of said members therefrom.
Signed by me, this 29th day of August,
1916.
WILLIAM H. WAITE.
Copies of this patent may be obtained for five cents each, by addressing the "Commissioner of Patents,
Washington, D. C.''
45
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55
60
65
70
75
so
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M. PREUSS.
ELECTROMAGNETIC CLUTCH,
APPLICATION FILED FEB, 6, 1920.
1,887,902.
Patented Aug. 16, 1921.
Fig;1.
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�UNITED ST A TES p A TENT OFFICEl
MAX PREUSS, OF CH'ARLOTTENBURG, GERMANY.
ELECTROMAGNETIC CLUTCH.
1,387,902.
Specification of Letters Patent.
Application filed February 6, 1920.
To all w Jwm it may conoern:
Be it known that I, MAx PREuss, a citizen of Germany, residing at Tauroggenerstrasse 1, Oharlottenburg, Germany, have
5 invented certain new and useful lmprovements in Electromagnetic qutches, of which
the following is a specification.
This invention relates to improvements
in electromagnetic clutches of the type in
10 which the magnets are excited only on engagement and disengagement of the clutch.
Hitherto in contrivances of this type the
magnet armature was inseparably connected to the friction members so that the latter
15 were forced to participate in all the movements of the armature.
The main feature of this invention substantially consists in interposing between
the magnet and the friction members a
20 power transmitting gear, for instance a lever
mechanism, which is separate from but
adapted to be actuated by the magnet. By
this means the transmission gear, or the
friction members, can be themselves locked
25 directly in the engaged position, whereas
the magnet armature or core can return into
its initial position independently of the
transmission gear and of the friction members. For this reason therefore the same
30 magnet may also be used for performing
other functions, for instance releasing the
lock and, if necessary, for retracting the
friction members from the friction surfaces.
The clutch according to this invention has
35 the substantial advantage of a low consumption of current, as the magnet is energized
only at the time of engagement or disengagement of the clutch. In consequence of
the long stroke of the magnet rendered pos4 o sible by the transmission gear, and the
damping which can be employed in connection with this long stroke, a slipping may
take place if desired, between the friction
jaws and the friction surfaces, when engag45 ing the clutch and consequently a smooth
clutching is effected.
The power transmission gear further renders possible the employment of a comparatively small energizing coil, which, as com50 pared with magnets with permanent energization can be overloadecl to a considerable
extent. If the engagement and disengagement of the clutch are effected by means of
one and the same magnet the cost and the.
55 weight of the clutch are kept low, this be~
Patented Aug. 16, 1921.
Serial No. 356,667.
ing rendered possible for instance in the
following manner:On the first actuation of the magnet, that
is to say during engagement of the clutch, a
catch on the magnet or on the stop of the 60
same is so adjusted that the magnet, on its
second actuation releases the lock which
holds the clutch in its engaged position.
The member acting upon the clutch control lever is preferably resilient and is pro- 65
vided with a stop or abutment which, on the
control lever being moved in to its engaged
position and after it is locked in this position, resiliently adjusts itself owing to the
release of the said member from the said 70
control lever, so that on another actuation
of the magnet the stop actuates a device to
release the locking member.
One form of carrying the i1wention into
effect is shown by way of example in the 75
accompanying drawings, in whichFigure 1 is a transverse section, and
Fig. 2 a longitudinal section through the
improved clutch, whereas Fig. 3 is a sectional side elevation of the magnet.
80
In carrying the invention into effect as
shown in the drawings friction jaws b are
pivotally mounted on the pin o inside the
friction drum a. The friction jaws b are
:J,cted upon by toggle levers d, the lengths 8 5
of which may be adjusted by means of screws
f. The levers d are pivotally connected by
pins g. to the :fricti?n j a:ws, and to each other
by a pm h. A sprmg i 1s attached to the hub
portion of the said pin h, which spring re- 9 o
tracts the :friction jaws from the friction
surfaces. The friction jaws b are pressed
into their engaged position by means of a
resilient control lever le. This latter is keyed
on the pin l which is pivotally mounted in 95
the clutch casing and carries a link non the
cranked. portion m, the other end of which
link engages the pin h of the toggle levers d.
The control lever is moved into the engaged position, is locked and unlocked by 1 oo
the magnet which consists of a solenoid o
and a core p. A sliding pin or latch y, held
by a spring m in a hole in the control lever
le~ is adapted to catch behind a locking edge
4 on the casing or frame of the solenoid, 105
when the lever is moved into the engaged
position, i. e. the position corresponding to
the application of the friction jaws, so that
the lever is thereby locked in this position.
The magnet core p engages with the control 11 o
�1,387,902
lever k, to move it into the engaged position,
through the medium of a catch q the effective
face of which may be adjusted by means of
a screw r.
5
In the screw r a pin t is adjustably mounted so that it may move axially against the
action of a spring s. The end of the pin t
actuates a trip lever u.
A bell-crank lever v, pivotally mounted on
10 the solenoid, has a tappet w adapted to depr,ess the locking pin y, against the spring
w when the control lever is to be unlocked
or released.
The air space between the solenoid o and
15 the magnet core p communicates with the
atmosphere by means of the bore z of the
pin 1, which at the same time acts as stop for
the magnet core p. The opening 3 to the
bore is adjusted by means of a screw 2. By
20 adjusting the screw 2 and thus throttling
more or less the issuing air, the movement
of the core p and hence the pressure of the
friction jaws may be varied as desired.
The electric current is fed to the electro25 magnet by suitable wires connected to contact rings and brushes.
The operation of the apparatus described
is as follows :When the electrical circuit is closed the
3 O magnet is energized and the core p is attracted. Its motion which is delayed by the
adjustable air throttle (air passages z3 ) is
transmitted by the catch q to the control
lever k, which through the intermediary of
35 the toggle levers d moves the friction jaws
into their engaged position against the action of the spring i. In consequence of the
pressure between the control lever k and the
catch q the spring s is kept compressed, so
40 that the pint and the bell crank lever u retain the position shown in Fig. 1. In the
final position the locking pin y springs behind the projection 4 and thus locks the control lever.
45
When the electrical circuit is opened the.
magnet core returns to its initial position
under the action of centrifugal force, also
owing to the air pressure existing between
the solenoid and the core and, if desired,
50 under the action of a spring which is not
shown. The pin t acted upon b)t the released spring s assumes the position shown
in Fig. 3. The bottom arm of the trip lever
u is moved by this means in a downward
55 direction.
On a second energization or actuation o:f
the magnet the trip lever u collides with the
upwardly pointing arm of the lever v. By
this means the tappet w is pressed down6 o ward, so that it presses back the pin y
against the action of the spring w. The pin
y can now pass without difficulty over the
locking edge 4 so that the control lever k
under the action of the spring i can return
65 into the disengaged position.
The improved clutch is particularly suitable for use with machine tools, as by using
suitable contacts a wide range of adjustments is possible. It is also applicable £or
use with motor boats, distant control of mining and mill machinery and other like purposes.
I claim as my invention:1. An electro-magnetic clutch comprising
two frictional clutch members, one of said
clutch members having a friction surface
and the other having friction jaws adapted
to engage with said surface, an electro-magnet :for moving said friction jaws into engagement with said surface, power transmission mechanism interposed between said
magnet and saia. friction jaws, said magnet
being separate from said transmission
mechanism but adapted to engage therewith
to apply said friction jaws to said surface,
and means for locking said friction jaws
in engagement with said surface.
2. An electro-magnetic clutch comprising
two frictional clutch members, one of said
clutch members having a friction surface
and the other having :friction jaws adapted
to engage with said surface, an electro-magnet for moving said friction jaws into engagement with said surface, power transmission mechanism interposed between said
magnet and said friction jaws, said magnet
being separate from said transmission
mechanism but adapted to engage therewith
to apply said friction jaws to said surface,
means for locking the said friction jaws
in engagement with said friction surface,
and means operable by said magnet for unlocking said locking means, whereby on one
energization of the magnet the clutch is
engaged and on a succeeding energization o:f
the magnet the clutch is disengaged.
3. An electro-magnetic clutch comprising
two frictional clutch members; means :for
engaging and disengaging said members
comprising an electro-magnet and power
transmission mechanism separate from said
magnet but adapted to be actuated thereby;
a lock for locking said transmission
mechanism when said members are engaged,
after one energization of said magnet; and
means operable by: said magnet for releasing
said transmission mechamsm on a second
energization of said magnet.
4. An electro-magnetic clutch comprising
two frictional clutch members; means for
engaging and disengaging said members ;
said means having a control lever, an electro-magnet having a core separate from
but adapted to engage with and move said
lever to effect engagement of the clutch
when said core is attracted on one energization of said magnet; a lock for locking
said lever in the engaged position; means
:for moving and disengagmg said core :from
said lever when the magnet is deenergized;
70
75
8o
85
90
95
100
105
110
115
120
125
130
�a
1,887,902
5
10
15
20
25
3o
and means for releasing said lock when
sai<l core is again attracted by said magnet
on a succeeding energization thereof.
5. An electro-magnetic clutch comprising
two :frictional clutch members ; means for
engaging and disengaging said members;
said means having a control lever, an
electro-magnet having a core separate :from
but adapted to engage with and move said
lever to effect engagement of the clutch
when said core is attracted on one energization of said magnet; a lock :for locking said
lever in the engaged position ; means for
moving and disengaging said core :from
said lever when said magnet is deenergized;
and a lock releasing device, said device being adapted to be held in an inoperative
position when said core engages said control
lever, said releasing device having resilient
means for moving it into an operative position when said core is out of engagement
with said lever.
· 6. An electro-magn~tic clutch comprising
two :frictional clutch members; means for
engaging and disengaging said members,
said means having a control lever; an electro-magnet having a core separate :from but
adapted to engage with and move said lever
to effect engagement of the clutch when said
core is attracted on one energization of said
magnet; a lock for locking s<1id lever in the
engaged position; means for moving and
disengaging said core from said lever when
the magnet is deenergized; and means car-
ried by said core for causing the relea·se of
said lock when said core is again attracted
by said magnet on a succeeding energization thereof, said core having an adjustable
abutment for engagement with said control
lever.
7. An electro-magnetic clutch comprising
two clutch members, one of which is in the
form of a drum, and the other carries two
hinged friction jaws adapted to engage
with said drum; a spring for disengaging
said jaws ; mechanism for moving said jaws
into engagement with said drum, said
mechanism having a pivoted control lever;
an electro-magnet having a core- for actuating said lever, the casing of said magnet
having a locking edge, a resilient catch on
said lever . adapted to engage behind said
edge when the lever is in the engaged position; means carried by the casing of said
magnet for disengaging said catch, releasing means carried by said core for operating said catch disengaging means, said releasing means being adapted to be held in
an inoperative position by the control lever
when engaged by said core.
In testimony whereof I have signed my
name to this specification in the presence
of two subscribing witnesses.
MAX PREUSS.
Witnesses:
H. w.
H. P.
BEYER,
BEYER.
35
40
45
50
55
60
�End of this
document
�I
1
l
�I
May 15, l 923~
14.f I
1,455,491
E. HUET
ELECTRIC CLUTCH COUPLING FOR USB IN DENTAL TICRNICS
Filed Aug. 11. 1921
.I
I
�1,455,491
Pat~nted May 15, 1923.
UNITED ST ATES PATENT OFFICE.
EMILE HUET, OF BRUSSELS, BELGIUM.
ELECTRIC CLUTCH COUPLING FOR USE IN DENTAL TECHNICS.
Application filed August 11, rn21.
To all whom it may concern:
Be it known that I, EMILE HUET, a subject of the King of Belgium, and resident
of Brussels, Belgium, have invented certain
5 new and useful Improvements in Electric
Clutch Couplings for Use in Dental Technics, of which the :following is a specification.
The small electric motors used at present
10 for driving the dental instruments or tools
working the teeth preliminary to the setting of artificial teeth, bridgework and the
like, turn at a velocity of 7000 and even
10000 revolutions a minute. Now it is nec15 essary, in the dental practice, to stop the rotary tool at any desired instant. A coupling
device is therefore applied for connecting
the motor shaft with the flexible transmission shaft bearing the tool and this coupling
20 device should be constructed and disposed
in such a manner as to enable the transmission shaft to stop when cutting off the electric current, whereas the notor shaft, owing
to the inertia of the rotary parts of the
25 motor, proceeds rotating for several revolutions before stopping.
The present invention relates to improvements in such clutch couplings formed of
two cylindrical blocks of soft steel disposed
:rn in front of each other and forming a clutch,
one of same being secured to the free end
of the motor shaft and the other to the corresponding end of the flexible transmission
shaft, said clutches being inserted and op35 erated in a known manner within the central
hollow of a magnetizing coil through which
flows a branch current derived :from the
motor · feeding current. It results that>
when the current to the motor is cut off by
40 the operator, no current flows through thf9
magnetizing coil and the clutch coupling
the shafts is disconnected by an interposed
coil spring, whereby both shafts are disconnected from each other.
45
Now the characteristic feature of tht
present invention consists in arranging the
clutch in such a manner that, when the
operator cuts off the current to the motor,
the transmission shaft, disconnected from
50 the motor shaft, instantaneously stops,
whilst the motor shaft, owing to the inertia
of its parts, still accomplishes several revolutions before stopping.
The novel coupling device is shown m
55 the accompanying drawing, in which:
1
Berial N'o. 491,642.
Fig. 1 is an axial section through the
whole device ;
Fig. 2 is a perspective view of the clutch
member or steel block fixed to the motor
shaft;
60
Fig. 3 is a perspective view of the clutch
member or block fixed to the flexible transmission shaft.
1 is the motor shaft, 2 is the end of the
flexible transmission shaft carrying the tool. GJ
3 is a tubular member provided with flanges
upon which is wound a wire 4 forming the
magnetizing coil. The ,ends 7, 7 of wire
4 are connected to the coils of the electric
motor and extend through corresponding iO
bores of the sleeve or envelope 5 provided
with a threaded flange 6 screwed on a correspondingly threaded end part of envelope
5. The flange 6 is provided wi h a projecting sleeve within which freel:r slides 75
to a small amount the end of the flexible
transmission shaft.
8 (Fig. 2) shows one of the clutch members provided with a threaded hole (Fig. 1)
for being screwed on the correspondingly so
threaded end of the motor shaft. Clutch
member 8 is provided ,Yith two sloped parts
10, 10 intended :for engaging corresponding
parts 11, 11 provided on the contiguous
face (Fig. 3) of the clutch mern.ber 9 which 85
latter is secured to the end portion 2 of the
flexible transmission shaft. In an axial
bore of clutch member !) is secured a short
spindle 12 made of copper or brass and projecting from the clutch me1nber. The pro- oo
jecting portion of spindle 12 is slicfably engaged in a corresponding axial bore 13 of
clutch member 8, whereby both clutch members are positively guided with respect to
each other.
95
·within the bore 13 is engaged a short
coil spring 14 which has :for its object to
instantaneously separate both clutch members 8 and 9 from each other when the current is cut off and to maintain same sepa- 100
rated during the time the current is cut off.
The working of the device may be readily
understood. "'Vhen the motor stops and the
current is cut off, spring 14 maintains both
clutch members 8 and 9 at a small distance 105
:from each other; the coupling is disconnected. When electric current is admitted
to the motor the motor shaft rotates; simultaneously the branch current flows through
the coil 4, the steel blocks 8 and 9 become 110
�1,4tsts,491
magnets and the slidable block 9 is attracted
towards the fixed block 8, agamst the action
o:f the small coil spring 14, and the sloped
parts or claws 10 nnd 11 engage each other:
:, whereby the transmission shaft: together
·w ith the tool fixed on it, turns in umson
,Yith the motor shaft.
. When the operator cuts off the current
to the motor, no current flows through the
10 magnetizing coil 4, the clutches or steel
blocks 8 and 9 are de-energized and pushed
a part from each other by the action o:f coil
spring 14. whereby the clutch 9, fixed to
he transmission shaft, stops instantaneously,
! -1 the motor shaft still performing several
revolutions.
Having now fully described my said inYention, what I claim and desire to secure
by Letters Patent, is:
:>n
1. An electrically operated clutch cOU{>ling for use. in connection with electric
motors operating dental tools, comprising
a magnetizing coil :fed by a branch current
of the motor feeding current and axially
'. ~1 disposed with respect to the motor sha:ft,
and envelope for the magnetizing c.oil, a
flexible transmission shaft, a rigid end portion on the latter shaft projecting through
the envelope of the magnetizing coil and
~lO slidable within said envelope, a clutch member on the free end of the motor sha:ft,
within the axial hollow of the magnetizing
coil, a second clutch member fixed to the
rigid end portion of the transmission shaft,
3:3 in front of the first named shaft, means for
axially guiding the slidable clutch member
in front of the fixed clutch member and
means for automatically and instantaneously disconnecting the cktch members
40 from each other after the electric current to
the motor is cut off.
2. An electrically. operated clutch coupling :for use in connecti'on with electric
motors operating dental tools, comprising
45 a magnetizing coil fed by a branch current
of the motor feeding current and axially disposed with respect to the motor shaft, an
envelope for the magnetizing coil, a flexible
transmission shaft, a rigid end portion on
the latter shaft projecting through the 50
enYelope of the magnetizing coil and slidable "TT'ithin said envelope, a clutch member
on the free end of the motor shaft, within
the axial hollow of the magnetizing coil,
a second clutch member fixed to the rigid 55
end portion of the transmission shaft, in
front o the first named shaft, sloped portions on the opposite free face o:f each of
sn.icl clutch members, whereby said clutch
members engag€ each other when the elec- 60
tric current passes through the coil, transforming said cluteh members into magnets,
a short copper spindle on the second named
clutch member, a corresponding axial bore
in the first named clutch member, within 65
which the said spindle is freely engaged and
guided when the corresponding clutch member slides axially and a short coil spring
made of copper located within said axial
bore for instantaneously pushing both clutch 70
members apart when the current to the
motor is cut off.
3. In a dental machine, the combination
of an electric motor having a shaft, a flexible shaft having one end connected with a 75
dental tool and the other end in alignment
with the motor shaft, a solenoid having an
axial bore disposed in axial alignment with
the motor shaft and electrically connected
for energization with the motor, a pair of 80
clutch members mounted in the axial bore,
one member being rigid on the motor shaft
and the other member mounted on the flexible shaft, and means for normally disengaging said members, whereby upon the 85
operation of the motor the solenoid is energized :for moving the clutch members into
cooperative relation, and said means disengages the members when the solenoid is
de-energized.
90
In testimony whereof I have hereunto
set my hand in presence of two witnesses.
EMILE HUET.
·witnesses:
GEORGES DELBREUCK,
EMILE V ONWOMZELLE.
I
f
1
�End of this
document
�'
'
�l
July 8, 1930.
,'c;
Mf
1,770,290
R. T. WISE
TRANSMISSION CLUTCH
Filed Aug. 1, 1928
.F!Jf•:3•
17
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18
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~:..,£.A\~'i:>"'711/2
II
Pl
~.L/
INVENTOR .
. --✓ co.'W-..iJ-v..
J.~ /l~
·r-- vJ.fktc
BYJ
1
-ATTORNEYS.
�Patented July 8, 1930
1,770,290
UNITED ST A T·E s PATENT OFFICE
ROY T. WISE, OF BERKELEY, CALIFORNIA, ASSIGNOR, BY MESNE ASSIGNMENTS, TO
WISE PATENT AND DEVELOPMENT COMPANY, OF NEW YORK, N. Y., A CORPORATION OF DELAWARE
TRANSMISSION CLUTCH
Application filed August 1, 1928.
This invention relates to clutch mechanisms particularly adapted for use in transmissions, wherein the gears are in constant
mesh for forming driving connections be5 tween the gears and other driving elements.
It is the principal object of the present in~
vention to provide a generally improved and
simplified clutch mechanism of the type referred to wherein wear is automatically com10 pensated for and which will positively and
efficiently operate for a maximum period of
time without adjustments, repairs or replacements.
In carrying out the invention into practice,
15 the gear or element to be driven is formed
with an enlarged bore concentric to the shaft
to which it is to be clutched. Within this
bore is an expansible clutch member adapted
to be expanded by radially movable clutch
20 elements carried by the shaft. An operating member is provided for operating the
clutch elements to expand the clutch member
into driving engagement with the gear or
element or to release said engagement.
25
One form which the invention may assn.me
is exemplified in the following description
and illustrated by way of example in the
accompanying- drawings in which :
Fig. 1 is a fragmentary view in central
30 longitudinal section through a transmission
mechanism disclosing clutches constructed
in accordance with my invention assembled
in connection therewith.
Fig. 2 is a central transverse section
3;; through the clutch mechanism taken on line
2-2 of Fig. 1.
Fig. 3 is a perspective view of one of the
clutch elements.
Rderring more particularly to the accom•
40 panying drawings, wherein one application
of the clutch is shown for purposes of illustration, 9 indicates a portion of the transmission mechanism such as disclosed in my copending application entitled "Constant mesh
4 i g-c>ar electric motor transmission", filed June
6, 1928. Serial No. 283,248. It is, of course,
understood that this improved clutch is
capable of general application and not
limited in any way to the specific transmisuo sion mechanism referred to and disclosed
1
Serial No. 296,659.
herein. This transmission includes a driving shaft 10 from the prime mover and a
driven shaft 11 which is arranged in axial
alignment with the driving shaft. The
driven shaft 11 is hollow and a clutch oper- 55
ating shaft 12 is reciprocably mounted
therein. The driven shaft 11 a·n d the clutch
operating shaft 12 revolve in unison although the clutch operating shaft is adapted
to slide within the driven shaft so that the 60
various clutches may be operated.
Mounted on the driven shaft 11 is a plurality of the gears 14 which are arranged
closely adjacent to each other as illustrated.
These gears are driven by other gears of the 65
transmission to transmit a drive to the
driYen shaft. For the purpose of driving
the driven shaft directly from drive shaft
10, I provide sleeve 15 which is keyed to the
driving shaft at one end and rotatably
mounted on the driven shaft at its other end.
The sleeve 15 and the gears 14 are each
formed with an enlarged bore which is of a
diameter considerably greater than the exterior diameter of the driven shaft 11 and 75
disposed concentric with the shaft 11.
It should be stated that the clutches for
forming driving connections between the
elements 14 and 15 and the driven shaft 11
are all identical in construction and opera- so
tion, and therefore the construction and
operation of but one will be described.
Reference being had to Fig. 2 it is seen
that within the enlarged bore of the gear 14
is a pair of clutch shoes 16 which are sub- 85
stantially semi-circular with their exterior
surfaces formed on a radius substantially
the same as the bore of the gear. The radius
upon which the inner . bases of _the shoes 16
are formed is just slightly greater than the 90
exterior diameter of the driven shaft 11 so
that the shoes 16 will be rotatably disposed
intermediate driven shaft 11 and the gear 14.
The adjacent ends of the shoes 16 are
spaced a part and tapered at an angle not 95
substantially in excess of 30° and perferably
less, so that they will converge outwardly
to form tapered sockets intermediate the
ends of the shoes. - In alignment with these
sockets, which are disposed at diametrically 100
�2
1,770,290
opposite points, the driven shaft 11 is formed
with drilled recesses 17. The diameter of
these recesses is reduced at their inner ends
for a purpose which will be described.
Reciprocably disposed in each recess 17 is
5
a clutch element 18 having a cylindrical
body portion snugly fitting within the recess.
The inner end of the clutch element is reduced in diameter so that it may project
10 through the inner end of the recess to a point
within the driven shaft 11. The outer end
of the clutch element 18 is tapered and projects between the adjacent ends of the clutch
shoes 16. The tape:- of the outer end of th~
16 clutch element 18 coincides with the taper
of the socket between the ends of the clutch
shoes 16 so that the end of the clutch element will engage the ends of the clutch shoes
as illustrated. The slight taper on the outer
20 -ends of the clutch elements 18 is provided
so as to diminish and reduce to practically
nil the transmission of torque stresses radially, to divert ·practically the entire load
placed upon the clutch away from the clutch
25 operating shaft 12 and spread it circumferentially of the clutch shoes as will be more
fuJly explained hereinafter.
When the clutch elements 18 are moved
outwardly they will expand the shoes 16 into
30 firm frictional engagement with the gear 14
and thereby clutch the gear to the shaft 11.
To operate the clutch elements the clutch operating shaft 12 is formed with a reduced
portion 19 of a diameter which when aligned
35 with the dutch elements 18 enables the latter
to assume positions releasing the shoes 16
from driving engagement with the gear 14.
At the end of the reduced portion of the clutch
operating shaft the latter is formed with a
40 knob 20, of elliptical cross section, the opposite ends of which slope gradually to smaller
diameters to enable the knob to be moved into
and out of register with the ~nds of the clutch
elements 18 projecting within the driven
45 shaft 11. It will be noted that the reduced
portion 19 is substantially co-extensive with
the clutch elements 18 so that when the knob
or cam 20 engages the most remote clutch
elements 18, the inner ends of the remaining
50 sets of elements 18 will be disposed in the reduced portion and in declutched positions.
When the knob 20 is moved into register
with the elements 18 of one of the clutches,
· the elements 18 will be forced outwardly ex55 panding the clutch shoes 16 into firm frictional engagement with the element it is designed to drive, clutching the latter to the
shaft 11. In this position of the parts, it is
to be noted that the friction shoe 15 and ·ele60 ments 18 substantially fill the space between
the drive and driven members so that there
is no possibility of slippage, accidental clutch
release, or shearing of the radially movable
wedge pins 18.
65
The end of the clutch operating shaft 12
upon which the knob 20 is formed is longitudinally slotted on the major nxis of said
elliptical knob aJ'd extending substantially
the entire len!!th of the reclm:ed portion so
that it is rendered resiliently yieldable and 70
cun be slightly comprcssctl. The inherent
spring qualities of the nwtn] will cause the
end of the shaft to con!-<tnntly seek to expand
when compresse<l und tlwrefore the clutch
elements will be yieldingly pressed into en- 75
gagement with the shoe rn. When the cam
head 20 is engaged with the clutch elements
18 to hold the clutch engaged, the two spring
arms formed by slotting the operating shaft
12, are not fuliy contracted, but are slightly 80
spaced apart as shown in Figure 1. This
permits the clutch operating shaft 12 to yieldingly maintain the clutch engaged. This
gives a certain flexibility to the clutch operating mechanism essential both to its 85
proper operation and to compensate for wear
of the parts. In this connection it should be
manifest that should the inner ends of the
elements 18, the tapered meeting faces of the
shoes and elements, or the outer surfaces of 90
the shoes wear, that such wear will be automatically taken up by the expansion of the
clutch operating member 12.
In operation of the device, when it is desired to select any one of the gears 14 for op- 05
eration or to directly connect the driving
shaft 10 to the driven shaft 11, it is only necessary to align the knob 20 on the clutch operating shaft 12 with the clutch of the selected gear 14 or the sleeve 15. A.s has been pre- 100
viously pointed out, when the knob 20 is
placed in register with the clutch it will move
the clutch elements 18 outwardly. This
movement of the clutch elements 18 will jmpart compound forces acting radially and 1or,
circumferentially against the shoes 16 to
spread them apart and expand the shoes circumferentially due to their resilience into
firm frictional engagement with the element
within which they are mounted. Thus a driv- 110
ing connection will be formed between the
driven element and the shaft 11. When the
knob 20 is moved out of register with the ele.ments 18 of the clutch, the tendency of the
shoes seeking to return to their unexpanded 115
positions will' act through the tapered surfaces between the shoes and the clutch elements 18 to cause the clutch elements to move
inwardly relea-sing the shoes 16 from engagement with the element with which tlH'Y are 120
associated. The inward movement of the
clutch elements 18 is limited by engagement
of the larger portions of the clutch elements
with the annular shoulders at the inner ends
of the recesses 17.
125
It is to be particularly noted when the
clutch is engaged, that the clutch shoes 16
and radially movable wedge pins 18 substn(ltially fill the space between the shaft 11 and
~uter member 14 so that the shoes chuck up 130
�1,770,290
or support the pins from both sides
'(
ancl prevent torque or reaction of the load fro1n
shearing these pins. Moreover, this arrangement causes the torque to act circumferen5 tially of the clutch slioes and only in the
slightest degree, radially through the werlge
pins, due to the acute angle on the wedge
pin faces, so that the clutch operating shaft
12 can be made yieldable to automatica11y
10 compensate for wear and to ably sustain what
little stresses of torque that are transmitted
radially and in this manner prevent the
clutch from slipping and becoming disengaged. This type of friction clutch which
15 practically eliminates radial thrusts of
torque, plays an extremely vital part in the
combination of elements and permits of the
use of the simplest form of clutch actuating
shaft possessing inherent resilient yieldabil20 ity, which in turn automatically compensates
for any wear occurring between the parts.
It is desired to point out that the wear between the clutching surfaces will be Yery
slight due to the fact that a large area of
2 5 clutching surface is provided.
It will be noticed that the clutching surface is comparatively large in diameter and
extends for the full width of the gear. Also
by use of the clutch here disclosed gears in
3 0 the transmission may be assembled side by
side so that a maximum number of gears may
be assembled within a minimum of space.
In the present application I have described
the clutch as pertaining to a g-ear transmis35 sion; however, I do not limit myself to this
use because the clutch is applicable for use
in any circumstance requiring a clutching
action between two elements revolving concentrically. While I have shown the pre40 ferred form of my invention it is to be understood that various changes may be made in
its construction without departing from the
spirit of the invention as defined in the appended claims.
Having thus described my invention, what
45
I claim and desire to secure by Letters Patent is:
1. A clutch comprising an inner member,
an outer member, said members being adapt50 ed to revolve concentrcally, exµensible
. clutch means within the outer member and
normally rotatable relative thereto, said
clutch means being capable of being expanded into driving connection with the
:;5 outer member, radially movable clutch elements carried by the inner member and capable of expanding the clutch means to place
the same in driving engagement with the
outer member, said clutch elements- cluteh
r.o means and inner member being relatively
non-rotatable, and means mounted substantially in the · axis of said inner member for
yieldingly moving the clutch elements radially outward to expand the clutch means.
C5
2. A clutch comprising an inner and an
a
onter member adaptt-d to revolve concentrically, segmental expansible clutch shoes
associated with the outer member and normally free to rotate relative thereto and capable of being expanded into <lriving engagC>ment with sai<l outer member, radially movable clutch elements opemtively interposNl
between the segmental clutch shoes to engage
adjacent ends thereof and capable of operation to expand the same into driving engagement with the outer member, sni(l clutch elements, clutch means and inner member being relatively non-rotatable, and }7 ieldinlf,
means movable substantially in the axis of
said clutch for yieldingly moving the clutch
elements radially outward to expand the
clutch shoes.
·
3. A clutch comprising an inner and an
outer member adapted to revolve concentrically, expansible clutch means associate<l
with the outer member and normally free
to rotate relative thereto and adapted to
be expanded into <lriving engagement with
said other outer member, clutch elements
operatively associated with the clutch means
and capable of operation to expand the
same into driving engagement with the
outer member, said clutch elementsi clutch
means and inner member bejng re atively
non-rotatable, and means mounted substantially in the axis of the clutch for actuating
the clutch elements to expand the clutching
means and including means for automatically compensating for any wear occurring
between the parts.
4. A clutch comprising a shaft, a member
arranged thereon to revolve concentrically
therewith, clutch shoes disposed within the
member around the shaft, the spaces between
the shoes forming sockets converging outwardly, clutch elements projecting radially
from the shaft and having tapered ends fitting the sockets, said elements being movable
radially of the shaft and adapted upon outward movement to move the shoes into driving engagement with the member, the action
of said shoes acting through the tapered surfaces between the shoes and elements causing the elements to move inwardly, said
shaft being hollow, the inner ends of said elements proJecting within the shaft, and means
operating in the shaft to engage the elements to move them outwardly and including means for automatically compensating
for wear between the parts.
5. A clutch comprising an inner member,
an outer member, said members being adapted to revolve concentrically, segmental and
expansible clutch shoes associated with the
outer member and normally free to revolve
relative thereto but capable of being expanded into driving engagement therewith,
clutch elements carried by the inner member
and projecting between the adjacent ends of
the clutch shoes, coacting tapered faces on
~1:1
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the clutch shoes and on the clutch elements eluding means for substantially eliminating
whereby outward radial movement of the transmission of torque thrusts to said clutch
clutch elements will cause expansion of the actuating rod, and said clutch actuating rod
clutch shoes, yielding means engaging said being resiliently yieldable and relying soleclukh elements and operative to yieldingly 1y upon its inherent resilience to maintain 70
move said clutch elements radially outward the clutch engaged.
11. In a friction clutch, inner and outer
to engage the clutch, the tendency of said
clutch shoes to return to released position act- members, clutch actuating means mounted in
ing through the tapered faces to return the the axis of said members, said clutch includclutch elements to released position when the ing means substantially filling the space be- 76
latter · are disengaged from the clutch ele• tween said members and for diminishing
ment actuating means.
transmission of torque thrusts to said clutch
6. .A. clutch comprising a shaft, a member actuating means, and said clutch actuating
arranged thereon to revolv.e concentrically means being yieldable.
therewith, clutch shoes disposed within the
12. In a friction clutch, inner and outer so
member around the shaft, the spaces between members, said inner member comprising a
the shoes forming sockets converging out- hollow shaft, clutch actuating means mountwardly, clutch elements projecting radially ed in said shaft, said clutch including means
from the shaft and having tapered ends fit- substantially filling the space between said
ting the sockets, said elements being mov- members and for diminishing transmission 86
able radially of the shaft and capable upon of torque thrusts to said clutch actuating
outward movement to move the shoes mto means, and said clutch actuating means being
driving engagement with the member, the yieldable to automatically compensate for
action of said shoes acting through the ta- wear between the clutch parts.
13. In a friction clutch, inner and outer DO
pered surfaces between the shoes and elements
causing the shoes to disengage from the m.embers, clutch actuating means mounted
member when the elements move inwardly, substantially in the ·a xis of said members,
said shaft being hollow, the inner ends of said clutch including means substantially
said elements projecting within the shaft, filling the spaee between said members and
an operating member extending within the for diminishing transmission of torque 95
shaft and reciprocable therethrough, said thrusts radially to said clutch actuating
member capable of yielding slightly in a means, and said clutch actuating means being
direction parallel to the axis of movement of yieldable to yieldiugly maintain the clutch
the clutch elements, said member having a engaged.
14. In a friction clutch, a hollow shaft, 100
cam surface formed thereon adapted to be
placed in register with the clutch elements clutch actuating means mounted in said shaft,
to yieldinlgy move the same radially out- said clutch including means for diminishing
ward to engage the clutch.
transmission of torque thrusts to such clutch
7. In a friction clutch, clutch actuating_ actuating means, and said clutch actuating
means mounted substantially in the axis of means having a portion thereof removed to 105
rot~tion of said clutch, said clutch including render it inherently resiliently yieldable fo~
means :for substantially eliminating trans- yieldingly moving said means ineluded by
mission of torque thrusts to said clutch actu- the clutch.
ating means, and said clutch actuating means
15. In a friction clutch, cluteh actuating
having a portion thereof removed to renaer means mounted substantially in the axis of no
a. remaining portion thereof normally in. rotation of the clutch, said clutch including
herently yieldable to automatically compen- means for diminishing transmission of torque
sate for wear between the clutch parts.
thrusts radially to such clutch -actuating
8. In a friction clutch, clutch actuating means, and said clutch actuating means havmeans mounted substantially in the axis of ing a portion thereof removed to render it us
rotation of said clutch, said clutch including yieldable for yieldingly sustaining said
means for substantially eliminating trans- mea.ns included by the clutch in clutch enmission of torque thrusts to said clutch actu- gaging position.
ating means, and said actuating means being
16. In a friction clutch, a hollow shaft,
clutch actuating means mounted therein, said 120
slotted to render it norffially yieldable.
9. In a friction cluteh, a hollow shaft clutch clutch including means for diminishing tra·nsactuating means slidably mounted therein, mission of torque thrusts to such clutch actusaid clutch including means for substantial- ating means, and said clutch actuating means
ly eliminating transmission of torque thrusts being slotted to render it resiliently yield125
radially to said clutch actuating means, and able.
said actuating means being slotted to render
17. In a friction clutch, a hollow shaft, a
it normally yieldable to yieldingly main- clutch actuating rod slidably mounted in said
shaft, said clutch including means for dimintain the clutch engaged.
10. In a friction clutch, a clutch actuating ishing the transmission of torque thrusts
rod movable axially thereof, said clutch in- radially to said rod, and said clutch actuating 130
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rod being slotted to'· render it yieldable to
yieldingly move said last named means.
18. A clutch comprising an inner and an
outer member adapted to revolve concentrically, segmental expansible clutch means
associated with the outer member and normally free to rotate relatjve tlwreto, said
clutch means being capable of being expanded into driving engagement with said outer
member and substantially filling the space
between sai<l meml.Jers when expanded, clutch
elements operati rnly interposed between the
segmental clutch means and capable of operation to expand the sam<' into driving- engagement with the outer membC'r, said clutch elemeH ts, clutch means :rnd inner member being relatively non-rotatable, and yielding
means for yieldably actuating the clutch elements to expand said clutch means.
19. In a friction clutch, inner and outer
members, clutch actuating means movably
axially of said members, said clutch including means substantially filling the space between said members and for diminishing the
transmission of torque thrusts radially to
said clutch actuating means, said clutch actuating means being yieldable to yielclingly
move said clutch means when moved in either
direction.
20. A clutch comprising an inner and an
outer member adapted to revolve concentrically, expansible clutch means associated
with the outer member and normally free to
rotate relative thereto and adapted to be
expanded into driving engagement with
said outer member. a clutch element operatiYely associated with the clutch means and
adapted to exert radial and circumferential
thrusts upon said clutch means to expand the
same into driving engagement with the outer
member, said clutch element, clutch means
and inner member being relatively non-rotatable, and means for actuating the clutch
element to expand the clutch means and having a portion removed to render a remaining
portion inherently resilient.
21. A clutch comprising an inner and an
outer member adapted to revolve concentrically, circumferentially expansible clutch
means associated with the outer member and
normally free to rotate relative thereto and
adapted to be expanded into driving engagement with said outer member, a clutch element operatively associated with the clutch
means and capable of operation to expand
the same into driving engagement with the
outer member, said clutch element, ch;1tch
means and inner member being relatively
non-rotatable. and means for actuating the
clutch efoment to expand the clutch means
and having a portion removed to render a
rl'maining portion inherently resilient for
yieldably movi1!g said clutch element when
engaged therewith.
22. A clutch comprising an inner and an
5
outer member adapted to revolve concentrically, expansible clutch shoes associated with
the outer member and normally free to rotate relative thereto and adapted to be expanded into driving engagement with said 1o
outer member, a clutch element operatively
associated with the clutch shoes for imparting compound thrusts upon said clutch shoes
to expand the same into driving engagement
with the outer member, said clutch element, 15
clutch means and inner member being relatively non-rotatable, and slotted resilient
means for yieldingly actuating the clutch
element to expand said clutch shoes.
23. A clutch comprising a hollow shaft, a so
member arranged thereon to revolve concentrically therewith, clutch shoes disposed
within the member around the shaft, the
spaces between the shoes forming sockets
converging outwardly, clutch elements pro- 85
jecting radially from the shaft and having
tapered ends fitting the sockets, said elements
being movable radially of the shaft and
adapted upon outward movement to move
the shoes into driving engagement with the DO
member, and a sliding clutch actuating rod
mounted within said hollow shaft and having a cam yieldably supportini said elements
when engaged therewith.
24. A clutch comprising a hollow shaft, a 95
member arranged thereon to revolve concentrically therewith, clutch shoes disposed
within the member around the shaft, the
spaces between the shoes forming sockets
l!onverging outwardly, clutch elements pro- 100
jecting radially from the shaft and having
ends tapered to an angle of approximately
20° and fitting the sockets, said elements being movable radially of the shaft and adapted upon outward movement to move the 105
shoes into driving engagement with the member, and a sliding clutch actuating rod
mounted within said hollow shaft and having a yieldable cam surface for engagement
with said elements.
110
25. A clutch comprising a hollow shaft, a
member arranged thereon to revolve concentrically therewith, clutch shoes disposed
within the member around the shaft, the
spaces between the shoes forming sockets 116
converging outwardly, clutch elements projecting radially from the shaft and having
tapered ends fitting the sockets, said elements
being movable radially of the shaft and
adapted upon outward movement to move 120
the shoes into driving engagement with the
member, and a clutch operating rod in said
shaft and having a cam portion for engage•
ment with said elements to move them outwardly. said cam portion having a portion 125
thereof removed to render a remaining portion inherently resiliently yieldable.
26. A clutch comprising a hollow shaft, a
member arranged thereon to revolve concentrically therewith, clutch shoes disposed 130
�6
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within the member around the shaft, the
spaces between the shoes forming sockets converging ·outwardly, clutch elements projecting radially from the shaft and having ta5 pered ends fitting the sockets, said elements
being movable radially of the shaft and
adapted upon outward movement to move the
shoes into driving engagement with the member, a clutch actuating rod slidably mounted
10 within said hollow shaft and having a yieldable cam adapted for yielding engagement
with said elements.
27. A clutch comprising a hollow shaft, a
member arranged thereon to revolve concen15 tricallytherewith, clutch shoes disposed within the member around the shaft, the spaces
between the shoes forming sockets converging outwardly, clutch elements projecting
radially from the shaft and having tapered
20 ends fitting the sockets, said elements being
movable radially of the shaft and adapted
upon outward movement to move the shoes
into driving engagement with the member,
and a clutch actuating rod having an en:25 larged head slotted longitudinally to render
it yieldable.
28. As an article of manufacture, a clutch
actuating member having major and minor
axes, and having a portion removed substan~o tially along its major axis.
29. As an article of manufac~ure, a clutch
actuating member having major and minor
axes, and being split substantially longitudinaµy and substantially parallel to its major
35
•
axis.
30. As an article of manufacture, a clutch
actuating member having an enlarged head
provided with major and minor axes, said
head having a portion thereof removed sub40 stantially along its major axis.
31. As an article of manufacture, a clutch
actuating member having an enlarged head,
said head having major and minor axes and
split substantially longitudinally and sub45 stantially parallel to its major axis.
32. ·As an article of manufacture, a clutch
expander comprising an elongated rod having an enlarged head substantially elliptical
in cross section and havi11g a port1on thereof
50 removed to render it yielda ble.
33. As an article of manufacture, a clutch
expander comprising an elongated rod having an enlarged head substantially elliptical
in cross section and being split longitudinal55 ly to render it yieldable.
34. A clutch assembly comprising a clutch
shoe structure having a tapered seat between
its ends and adapted to rotate, a radially movable clutch shoe operating member, a clutch
co operating rod mounted substantially in the ·
axis of rotation of said shoe structure, and
said rod having a yieldable cam portion for
yieldingly moving said radially movable
member.
•1.;
35. A clutch assembly comprising a tubu-
lar shaft, a clutch shoe structure having a tapered seat between its ends and adapted to
rotate with said shaft, a radiall" movable
clutch shoe operating member, a clutch operatin~ rod slidably mounted in said shaft, 10
and said rod having an enlarged head split to
render it inherently yieldable for yieldingly
moving said radially movable member.
36. A clutch comprising inner and outer
relatively rotatable members, means opera- 75
tively associated therewith to establish a driving connection between the same1 clutch operating means mounted substantially in the
axis of said members and adapted to operate
said first mentioned means, and said clutch 80
operating means having a :portion thereof removed to render a remainmg :portion inherently resiliently yieldable to yieldably move
said first mentioned means.
37. A clutch comprising inner and outer 85
relatively rotatable concentric members,
clutch means for establishing a driving connection therebetween, and a clutch operating
rod mounted in the axis of said members and
adapted to operate said clutch means, said 00
rod being slotted longitudinally to render it
inherently yieldable to yieldingly move said
clutch means and yieldingly maintain the
clutch engaged.
ROY T. WISE.
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�End of this
document
�J
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Nov. 19, 1935.
2,021,534
A. WORGAN
MAGNETICALLY OPERATED FRICTION CLUTCij
Filed May 23, 1934
FJ7.1
F:19.2
.34
2 Sheets-Sheet 1
14-
�Nov. 19, 1935.
-2,021,534
A. WORGAN
MAGNETICALLY OPERATED FRICTION CLUTCH
Filed May 23, 1934
2 Sheets-Sheet 2
41
40
52
II
INVENTOR.
3/
hrlhur lt6-:egan
~~~
�·2,021,534
Patented Nov. 19, 1935
UNITED STATES PATENT OFFICE
2,021,534
MAGNETICALLY OPERATED FRICTION
CLUTCH
Arthur Worgan, Manchester, Conn.
Application May 23, 1934, Serial No. 727,043
4 Claims.
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This invention relates to friction clutches and
particularly to a magnetically operated clutch
adapted for multiple speed transmissions as for
automobile driving mechanism.
A primary object of the invention is to provide an efficient friction clutch, the members of
which are moved into frictional engagement and
released from engagement by energizing and deenergizing one or more electro-magnets carried
within a rotating member of the clutch.
A further object of the invention is to provide
a. member on the driven part of the clutch rotatable within an eccentric recess extending longitudinally of the driving part of the clutch so
that when rotation of one part of the clutch takes
place relative to the other part this member will
be movable axially of the shafts on which the
clutch is mounted, this movement being made use
of to operate an overload or underload switch.
And finally it is an object of the invention to
provide switches controlled by movement of a
member forming the armature of the electromagnets to regulate the current supplied to the
magnets.
With the above and other objects in view my
invention includes the features of construction
and operation set forth in the following specification and illustrated in the acompanying drawings.
In the accompanying drawings annexed hereto and forming a part of this specification, I have
shown my invention embodied in a multispeed
transmission for automobiles, but it will be
understood that the invention can be otherwise
embodied and that the drawings are not to be
construed as defining or limiting the scope of
the invention, the claims appended to this specification being relied upon for that purpose.
In the drawings:Fig. 1 is a longitudinal sectional view of the
clutch forming a principal part of the present
invention.
Fig. 2 is a transverse view of the clutch shown
in Fig. 1 looking from the right hand side of Fig.
1 but with the cover plate or armature removed.
Fig. 3 is a transvel'se view of the clutch body
member and parts inserted therein.
Fig. 4 is a typical transmission gearing to which
a clutch such as shown in Figs. 1, 2 and 3 may be
employed and
Fig. 5 is a detail of one of the switches used
with the clutch and operated when the magnets
of the clutch are energized, and Fig. 6 is a wiring
diagram of the clutch.
In the above mentioned drawings I have shown
but one embodiment of the invention in complete
(Cl. 192-84)
form which is now deemed preferable, but it is to
be understood that changes and modifications
may be made within the scope of the appended
claims without departing from the spirit of the
invention.
5
Briefly and in its broadest aspect, my invention may include the following principal parts:
first a member keyed directly to a driving shaft
and having a cylindrical recess formed therein,
the axis of which is parallel to and at a slight 10
distance from the axis of the driving shaft;
second, a series of electromagnets housed within the driving part of the clutch; third, a member
keyed to the driven shaft and disposed within
the recess of the driving part of the clutch; 15
fourth, a series of arcuate members fittting within the recesses of the driving part and interengaging radial slots within the member keyed ·
to the driven shaft so that these arcuate members are constrained to rotate with the driven 20
shaft but are radially adjustable; fifth, a conical
member fitting over the driven shaft and having
its conical surface frictionally engaging surfaces
of the arcuate members; sixth, a plate or flange
fittting over the driven shaft and engaging 2G
against the end or face of the conical member,
this flange extending closely adjacent the electromagnets and forming the armature therefor; and
seventh, a circuit for energizing the electromagnets and including switches controlled by move- 30
ment of the flange member and a resistance included in or excluded from the circuit by operation of the switches.
Ref erring more in detail to the figures of the
drawings, I provide a shaft IO forming the driv- 35
ing element for the clutch. This shaft IO has
keyed thereon a recessed member 11 forming the
driving part of the clutch, this member 11 being
retained against axial movement on the shaft I 0
by any suitable means not shown. The recess 9 40
formed within thls member f I is cylindrical and
open at the end opposite that from which the
shaft IO extends. The axis of this recess is
slightly eccentric to but parallel to the axis of the
driving shaft IO and also the driven shaft 12.
45
Keyed to the driven shaft f 2 at its end adjacent the driving shaft IO and fitting loosely within the recess of member I f is a radially slotted
member I 3. Also within the recess 9 and engaging its cylindrical surface are arcuate members 50
14, three of these being shown in position.
Each of these arcua te members 14 has an extension 15 fitting between the radial projections of
member 13 so that rotation of the member 13 will
force the members 14 to rotate and, by means 55
�2
5
IO
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2,021,534
presently to be described will rotate the shaft I 2.
Also, each member ! 4 has a fragmentary conical
surface 16, these surfaces being engaged by a
conical member 11 loosely surrounding the shaft
f 2. It will be seen also from Fig. 1 that inward
movement of the conical member 11 toward the
member I f will spread the arcuate member f 4
and cause them to frictionally engage the inner
cylindrical surface of member I f •
As shown in Fig. 2 the arcuate members f4 are
retained in spaced apart positions by interposed
members 21.
Electromagnetic means are employed to force
the member fl inw.ard between the arcuate members • 4 and for that purpose a series of electromagnets may be housed within the member I f.
As shown in the figures of the drawings, a circular series of electromagnets 18 are provided
equally spaced adjacent the open end of _member
f I • The coils of these magnets ,a re connected
in series within a circuit presently to be more
fully described. Prnferably and as shown the coils
of the magnets I 8 have their axes parallel to the
axis of shafts f f and 12 and have ,a steel or iron
stud I 9 forming part of the magnetic system retained within the member f I as by individual
screws 20. By means of these screws the coils f 8
are retained against remov,al from the member f f.
Loosely slidable on driven shaft f 2 is a steel
or iron flanged member 22 forming the armature
for the magnets 18, the hub of which engages the
shaft t 2 and the outer periphery extends to a.nd
beyond the electro-magnets f 8 housed within
member ff. It will be seen from the above construction that by energizing the magnets f 8 the
flanged member 22 will be strongly pulled towar·d
the member I f. This movement of member 22
will force conical member fl inward and thus
force the arcuate members 14 radially outward
into frictional contact with the cylindric.al surface of the recess 9 formed in member f f. The
axes of the driving shaft IO and the driven shaft
f 2 are in alignment and the axis of the recess 9
in member f 2 is slightly eccentric but parallel
thereto.
As the conical member 11 forces the arcuate
members I 4 radially outward and with the member 11 being rotated by shaft f O the members 14
are forced to rotate due to their frictional engagement with the internal cylindrical surface of member IL As the flanged member 22 continues to
be forced toward member 11, the force of the arcuate members 14 upon the surface of member 11
continues. This frictional contact is sufficient under normal loads of the clutch to bring the driven
shaft 12 up to the same speed as the driving shaft
10.
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The circuit for energizing the magnets 18 is
preferably grounded, the lead in wire 25 having
a slip ring connection through brush 26 with a
metal ring 21 around the driving member IL As
shown in Fig. 1, the ring 21 is set into a block of
insulating material 28 secured directly to the
member 11. The circuit is shown diagrammatically in Fig. 6 in which two switches 29 and 30
are indicated adapted to shunt all or part of resistance 3 ! which may be wrapped around the
insulator block 28. In detail the switches 29 and
30 may be as shown in Fig. 5 in which a metal
plunger 32 having a stem 33 of insulating material
is movable parallel to the· axis of member 11.
The plungers 32 may normally be forced outwardly by suitable springs 39 housed within the
recesses for the plungers. Insulated from the
driving member If and preferably secured within the cover plate 34 as by screw 35 is a small
metal plate 36 adjacent said switch. This plate
36 is within the circuit for the magnets 18 and
when the plunger 32 is in its outermost position
connects the plate 36 electrically with the member f f, which as stated is grounded. In the inner
position of plunger 32 which is shown in Fig. 5,
the switch is open.
The switches 29 and 30 are adapted to be
opened and closed by movement of the armature
member 22. As will be noted in Fig. 6, one of the
stems 33 of the svvitches 29 and 30 is longer than
the other. The first movement of the plate or
armature member 22 after main switch 37 shown
in Fig. 6 is closed therefore will be to contact with
and force the longer stem inw.ard, thus opening
one of the switches, namely switch 29. Further
movement of member 22 toward the magnets f8
will depress the shorter stem and open switch 30.
The clutch therefore when the magnets I 8 are
first energized will have the full effect of the
current through the circuit as the entire length
of resistance 31 will be shunted. The driven shaft
12 will therefore be brought up to speed as
promptly as possible. With switch 29 opened after
armature 22 has moved toward the magnets 18
the clutch will be supplied with a reduced am.aunt
of current due to a part of the resistance 3 f being included in the circuit. With the member 22
moved to and held in its position closely adjacent
the magnets 18 the switch 30 will be opened and
the current still further reduced as all of the
resistance element 3 f is included in the circuit
for the magnets.
Fig. 4 shows ,a typical transmission provided
with the above described friction clutch for each
speed. In this figure 40 indicates the driving shaft
and 4 I the driven shaft which is in alignment
therewith. A clutch 42 when energized enables
these shafts to be direct.ly connected for operation
at equal speeds. A counter shaft 43 is provided
parallel to the driving .and driven shafts 40 and
4 f, which may be driven by a gear 44 keyed t-0 the
driving shaft 40 in mesh with a gear 45 secured
on the counter shaft 43. On the driven shaft 41
are a plurality of gears 46, three being shown of
different diameters. These gears 46 mesh respectively with gears 41 disposed rotatively on shaft
43 and adapted to be clutched individually thereto by separate clutches 48 similar to clutch 42.
By energizing any one of clutches 48 the shaft 41
may be rotated at speeds materially different from
that of shaft 40. In order to obtain reverse rotation of shaft 41 a gear 49 rot.at.ably mounted on
shaft 43 meshes with an intermediate gear 50
(fragmentarily shown) which in turn meshes with
a gear 5 f on shaft 4 f. A clutch 52 on shaft 43
when energized couples gear 49 to this shaft and
through the intermediate gear 50 rotates shaft 4 f
in a direction opposite· that of shaft 40. From the
above described construction it will be seen that
by energizing any one of the clutches 42, 48 or 52
shaft 41 may be rotated at .a selected forward
speed or in the opposite or reverse direction at a
speed reduced from that of shaft 40.
I claim:1. A magnetically operated friction clutch
comprising in combination, a driving member, a
driven member co-axial therewith, radially adjustable members rotatable with said driven
member and housed within said driving member,
electro-magnets within said driving member, an
armature moved toward said driving member
when said magnets are energized, an axially mov-
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�a,021,584
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able member engaging and forcing said adjustable members outward upon movement of said
armature toward the driving member, and
switches controlling a resistance in the circuit
for said magnets, said switches being opened and
closed by movement of said armature.
2. A magnetically operated friction clutch comprising in combination, a driving member, a
driven member co-axial therewith, radially adjustable members rotatable with said driven
member and housed within said driving member
for frictional engagement therewith, electromagnets, an axially movable member farming
the armature of said magnets, a conical member moved by said armature movement of which
forces said radially adjustable members outwardly, a resistance element mounted on said driving
member in the circuit for said magnets, and
switch means to include a portion of said element
when said armature is moved toward said magnets.
3. A magnetically operated friction clutch
comprising in combination, a driving member, a
driven member co-axial therewith, radially adjustable members rotatable with said driven
member and housed within said driving member,
electro-magnets mounted within one of said
members, an axially movable member forming
3
the armature of said magnets, a conical member
moved by said armature movement of which
toward said magnets forces said radially adjustable members outwardly into contact with said
driving member, a resistance element mountedt 6
on said driving member in the circuit for said
magnets, switch means to include a portion of
said element when said armature is moved partially toward said magnets, and a second switch
means to include all of said resistance element 10
when said armature is moved to its final position .
adjacent the magnets.
4. A magnetically operated friction clutch
comprising in combination, a driving member, a
driven member co-axial therewith, radially ad- 15
justable members rotatable with said driven
member and housed within said driving member,
electro-magnets mounted in said clutch, an
axially movable member forming the armature of
said magnets, a conical member moved by said 20
armature movement of which forces said radially
adjustable members into contact with said driving member, a resistance element mounted in
said driving member in the circuit for said magnets and switches in said circuit opened by move- 25
ment of said armature toward said magnets to
include portions of said element in said circuit.
ARTHUR WORGAN.
�End of this
document
�. r
�Sept. 8, 1942.
2,295,181
W. J. MOORE ET Al.
CLUTCH MECHANISM
Filed May 12, 1941
3 Sheets-Sheet 1
I
22
li9.e:
1
'
1-
I
I
INVENTORS
We,lrer J. Moore-
Sf'ov~r
C, Wing_er
L~es//eK'. t,oenr
BY
~
ATTORNEY
�Sept. 8, i 942.
W. ,J. MOORE
~
2,295,181
AL
CLUTCH MECHANISM
3 Sheets-Sheet 2
Filed May 12, 1941
2
,ti
1//1
I
INVENTORS
Wolfer J, Moo~
Srov~r C. Wt'nger
-s"·
BY
~
K.J,oehr
~
ATTORNEY
2
�Sept. 8, 1942.
-2,295,181
W. J. M()ORE tT AL
CLUTCH MECHANISM
Filed May ·12, 1941
3 Sheets-Sheet 3
,-o
J7
INVENTORS
Woll-er J. Moo~
Sl't,¥er
c.
mn_9er
B~e$~:1~ / " , ....ATTORN EV
�2,295,181
Patented Sept. 8, 1942
UNITED STATES PATENT OFFICE
2,295,181
CLUTCH MECHANISM
Walter J. Moore, Huntington Park, and Stover C.
Winger and Leslie K. Loehr, Los Angeles, Calif.,
assignors to Guy H. Hall, Los Angeles, Calif.
Application May 12, 1941, Serial No. 3S3,C62
18 Claims.
This invention relates to a clutch mechanism.
Mechanisms of this character have been employed, in which the power transmission from
one rot2table part to another is effected by the
aid of clutch elements having contacting frictional surfa:::es. Clutching is accomplished by employing pressure between these contacting clutch
surfaces; for example, in the case of an automobile disc clutch, one disc of the clutch is urged
axially toward another disc, as by the aid of a
strong compression spring. One of the discs at
least, is provided with an appropriate clutch facing, that creates the frictional forces.
The maximum amount of torque that can be
transmitted by a device of this kind is a function
of the coefficient of friction between the contacting surfaces, the pressure per unit of area
that urges the surfaces together, and the area
of contact.
Disc clutches of the type mentioned require
relatively large overall diameters for the transmission of large torques, for it is necessary to
provide a considerable area of contact between
the friction surfaces of the discs.
It is one of the objects of this invention to
make it possible to reduce very greatly the overall
size of clut-hes without reduction in the capability of the clutches to transmit the requisite
power (which is proportional to the product of
torque and angular velocity). By the aid of this
inventicn, clutches capable of transmitting even
several horsepower at the usual speeds, may be
made of such compact farm as to provide a very
inzxpensive structure.
In accordance with this invention, the clutching surfaces are cylindrical, formed partly by one
of a p!ura1ity of concentric rings, nested one
within another. By a novel arrangement of the
parts, the exterior cylindrical surface of the outermost ring is utilized as a clutching surface, and
the pressure between the clutching surfaces is
made adequate in response to the initiation of
the clutching operation. It is accordingly another ohiect of this invention to employ this type
of clukh5ng surface. It is necessary to employ
only a light initiating pressure for causing clutch
enga g e□e t, and yet upon release of this initiating pressure, the clutch soon disengages.
This invention possesses many other advantages, and has other objects which may be made
more en ilv app9.ren t from a consideration of
seve!·a.1 embodiments of the invention. For this
pvrpose there are shown a few forms in the
drawings accompanyi.ng and forming part of the
present specification. These forms will now be
(Cl. 192-77)
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described in detail, illustrating the general principles of the invention; but it is to be understood
that this detailed description is not to be taken
in a limiting sense, since the scope of the invention is best defined by the appended claims.
Referring to the drawings:
Figure 1 is a side elevation, partly in section, of
a clutch mechanism incorporating the invention,
the clutch being in disengaged position;
Fig. 2 is a longitudinal sectional view of the
clutch mechanism illustrated in Fig. 1;
Fig. 3 is a sectional view taken along plane
3-3 of Fig. 2;
Figs. 4 and 4a are sectional views taken respectively along planes 4-4 and 4a-4a of Fig. 2;
Fig. 5 is a sectional view similar to Fig. 4 but
illustrating the position of the parts when the
clutch is in completely engaged position;
Fig. 6 is a fragmentary sectional view similar to
Fig. 4a but illustrating the position of the clutch
elements in complete engagement;
Fig. 7 is an exploded pictorial view showing the
important elements of the clutching device in
separated position;
Figs. 8 and 9 are views similar to Fig. 4, of
modified forms of the invention;
Fig. 10 is a sectional view similar to Fig. 2 of a
further modified form of the invention;
Fig. 11 is a sectional view taken along plane
I f-11 of Fig. 10; and
Fig. 12 is a pictorial view of one of the elements
of the clutch illustrated in Fig. 10.
In the form of the invention illustrated in Figs.
1 to 7 inclusive, a pair of coaxial rotary members
that are to be joined against relative rotation are
illustrated; these rotary members in one form of
mechanism to which the invention may be applied, may be termed the clutch elements. One
of these rotary members may be the driving
member and the other may be a driven member.
In the present instance the driving member may
be in the form of a shaft I which may be connected to a source of power such as a motor.
This shaft f at its left hand extremity is shown
as having journaled upon it the hub 2 of a rotary driven memoer 3. This driven member may
be provided with a gear or pinion portion 4. Furthermore, in order to limit axial movement of the
member 3 toward the left, a stop collar 5 (Figs. 1
and 2) may be provided abutting against the left
hand edge of the hub 2.
The rotary driven member 3 in this case has
an internal cylindrical clutching surface 6. Interposed between this clutching internal cylindrical surface 6 and the driving shaft f are a
�2
plurality of interrupted bands. Two such bands
7 and Oare shown in the present instance. These
are nested together. The inner band 8 thus is
located within the outer band l. By appropriate
mechanism hereinafter to be described, these
bands are caused to expand and to be placed in
serial angular driving relation. The outer surface of band l is thereby caused frictionally to
contact the internal cylindrical surface 6. The
inner band 8 is caused to be in driving relation
to the outer band l, for exerting an expanding
force thereon. This engaged position is illustrated in Fig. 5
By providing a mechanical connection between the driving shaft ( and the inner band
8, then due to the frictional engagements just
described, a clutching effect is obtained, and rotary member 3 is frictionally restrained against
relative angular motion.
Each of the bands l and 8 is shown in this
instance as being formed of half sections, and
of sufficient thickness to withstand any force reasonably encountered, without appreciable deformation. Therefore the expansion and contraction of each band are effected by relative movement of the half sections, rather than by straining the material in a continuously formed band.
The outer band 7, as shown most clearly in Fig.
7, for this purpose has a split I 0. Similarly the
inner band 8 is provided with a split 11. Both
of these bands in the present instance are urged
to the collapsed position of Figs. 1, 2, 4 and 4a,
by the aid of interrupted spring rings ( 2, 13.
These spring rings are conveniently accommodated in grooves such as 14 provided in the outer
peripheries of the bands l and 8. The clearances indicated in these figures between the various band surfaces are purposely shown exaggerated. In an actual embodiment, these clearances
are of the order of one or two one-thousandths
of an inch.
In order to connect the inner band 8 in driving relation with the shaft I, use is made of a
key 15 which is seated in the shaft I. It projects into the split (6 in the band 8 (Fig. 7).
Accordingly if the shaft I rotates in a clockwise
direction as indicated in Fig. 5, the key 15 urges
the inner band 8 in the same direction. This
band 8 is coupled mechanically to the outer band
T. We may assume that this outer band is expanded so as to engage the surface 6 frictionally.
Any restraint on the rotation of rotary member
3 causes transmission of a force through rotary
member 3, outer band T, and inner band 8 against
this driving key 15. This force, as will be hereinafter explained, will impose a further expanding
force on outer band l.
Since the areas of contact between the outer
band 7 and member 3 are quite large, and since
a large expanding force ultimately results, the
entire clutch mechanism may be kept quite small
and yet a large torque may be transmitted between the shaft I and the member 3. Furthermore, it has been found that for good results
the outer band 7 may be of cast iron or bronze;
the rotary member 3 may be of steel, to provide considerable friction; the inside band 8 may
be of steel, and of course the shaft ( may be
most conveniently made of steel or the like.
In order to bring the band T to the expanded
position, provisions are made for causing an initial expansion of that band.
The imposition of an initial expanding force
upon the band 7 is accomplished by the aid of
a tapered key or rod 11, movable parallel to the
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axis of shaft I, but spaced therefrom. As shown
most clearly in Figs. 3 and 7, this bar or rod 11
is formed integrally with a shift collar 18. This
shift collar 18 may be moved longitudinally of
the axis of shaft I by the aid of a shift fork 21.
This shift fork has a yoke 22 in engagement
with the diametrically oppositely extending pins
20. These pins 20 are attached to a saddle 19
located in a peripheral groove 23 of collar 18.
In this way rotation of collar 23 with respect
to the non-rotary saddle 19. is permitted.
The shift fork 22 serves to withdraw the key
IT in a direction toward the right as viewed in
Fig. 1. A compression spring 24 resiliently urges
the collar 18 into clutch engaging position. The
right hand end of the spring 24 abuts the stationary collar 25 fastened to the shaft I in any
appropriate manner.
The tapered end of key 11 is thus given an
axial movement by spring 24 urging it to contact the oppositely tapered ends 2S and 21 of
band T. Accordingly for this purpose the key 11
is spaced from the axis of shaft I by a distance
corresponding to the radius of the outer band
l. Thus if the shift fork 21 is released from
the position of Fig. 1, the spring 24 is free to
act to urge the band 7 into contact with the
driven member 3.
The key 11 also serves to couple the inner
band 8 to the outer band T, in a serial arrangement. For this purpose the key I 7 is deep enough
in a radial direction to extend between the tapered ends 28 and 29 of the inner band 8. This
is shown quite clearly in Fig. 3. The key 11 extends about half way radially between the inner
and outer surfaces of the band 8 and does not
interfere with the key 15, which is disposed between the parallel portions 30 and 31 of the ends
of the band 8.
Assuming that the key I 1 is in the position
of Fig. 1, the outer band l and the inner band
8 are in the collapsed position illustrated most
clearly in Fig. 4, and there is no tight frictional
engagement between the outer band l and the
rotary member 3. As shaft ( rotates, the inner
and outer bands 8 and l are correspondingly rotated because the keys 15 and 11 effectively couple both bands to the shaft. But since the outer
band 7 is in collapsed position, this band is out
of contact with member 3, which accordingly is
unclutched.
When the key 17 is urged toward the left as
viewed in Fig. 1 by the spring 24, the bands l
and 8 are ultimately caused to assume the position of Fig. 5. The key 17 by its wedging action
first causes the outer band l to engage frktionally With the internal cylindrical surface 6 of rotary member 3. Upon rotation of shaft I in a
clockwise direction as viewed in Fig. 5, the key
15, being in engaging position with the end surface 31 of inner band 8, imposes a thrust upon
this end of the band. Since as yet there is no
restraint against free angular motion of band 8,
this thrust carries the band G angularly around
so that its tapered end surface 28 is urged into
contact with the key 11. This key 17 resists
rotation about the axis of shaft I, for it is coupled, by band l, to the driven member 3, and
rotation of this member 3 is resisted by the load
that is intended to be driven through the clutch.
Accordingly, one side 3 I of the interruption in
band 8 is urged by key 15 to spread the gap in
this band. This causes the band to expand into
engagement with band l, but not with any substantial friction. In addition. a thrust through
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�2,295,181
(,
key al by surface 28 of band 8 is imposed upon
end surface 21 of outer band l. This thrust assists the wedging action of key al, and in fact
takes over the spreading function. The gap in
band l is caused to spread so that its end surface
26 has a minute clearance with respect to key
11. This clearance is shown exaggerated in
Fig. 5.
Key fl in this ultimate, fully engaged position
serves to couple the bands 8 and l serially. The
frictionally engaged surfaces interposed between
the driving and driven members comprise the
engaged surfaces between band land rotary driven member 3.
The ultimate position of Fig. 5 is not attained
until after a few revolutions of shaft a, permitting time for sufficient frictional build up between
band l and member 3. This friction is caused to
increase by the spreading action imposed upon
band l by the inner band 8; and the greater the
friction, the greater is the force of expansion
that the inner band 8 can exert. This is evident
since rotary member 3 is strongly restrained by
the load to which it is coupled. During this build
up period, band l is forcibly angularly rotated
within the restrained outer member 3, and it is
not until sufficient friction develops that band
l is restrained against further relative movement
with respect to member 3. These frictionally engaged surfaces are of considerable area and are
sufficient, ultimately to hold the driving and driven members against angular displacement.
The description of the mechanism has been
made with the assumption that shaft I is the
driving member. However, identically the same
result occurs if the rotary member 3 be driven in
a counterclockwise direction, as indicated by
dotted arrow 66 (Figs. 5 and 6) and the shaft I is
then the driven member.
In order to release the clutch, the shift fork
2 I is moved to the position of Fig. 1. This permtts the bands l and 8 to collapse to the position
of Fig. 4. Collapsing of the bands upon withdn:i,wal of key fl occurs by resilient action of the
spring rings 13, U. However, in order positively
to ensure that the frictional surfaces will separate and that the bands will return to the disengaged position of Fig. 4, a. special arrangement
is provided which may be explained more particularly in connection with Figs. 3, 4a and 6.
This arangement includes the stop or abutment
32 formed integrally at the left hand end of key
I 5. T'nis stop extends between the widely spaced
surfaces 33 and t4 of the outer band l. In the
collapsed or disengaged position illustrated in
Fig. 4a, the step 32 is disposed centrally of the
slot formed between the ~urfaces 33 and 34.
When the clutch js in eng-a~ement, the stop 32 is
very close to the surface 34, as illustrated in the
engaged position nf Fig. 6. As soon as the key
I l moves to the disengaging position, it permits
inner band 8 to mcve clockwise within outer band
l; and this action in turn permits abutment 32
to hit surface ~4. This results in breaking the
frictional contact between band l and surface
6. and the bands collapse to the disengaged position of Fig. 4.
In order to effect these results, care must be
taken to choose the angular separation of the
faces 33 and 34 of the outer band l of such
amount that when the clutch is in engagement,
the stop 32 is very c!ose to the surface 34. These
clearances are shriwn exaggerated in Fig. 6.
Means are provided for restraining the bands
l and 8 against axial movement along shaft I.
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3
For this purpose a collar 46 may be provided
adjacent the inner end of the hub 2. A restraining collar 41 adjacent the right hand ends of
these bands may be fastened to the shaft I as by
the aid of the set screw 48.
In the form of the invention just described, the
outer and inner bands l and 8 are shown as
made in several segments of rigid material.
In the form illustrated in Fig. 8, the outer
band 35 and the inner band 36 are each shown as
made f rem a single piece of metal having springy
characteristics. In this form of the invention it
is not necessary to employ the spring rings I 3, I 4.
The inherent resilience of the bands themselves
are so arranged as to exert a constant contracting force upon the bands 35 and 36. The band
35 may conveniently be made of spring bronze;
and the inner band 36 may conveniently be made
of spring steel. In other respects the operation
of this form of the invention is similar to that
described in connection with Figs. 1 to 7.
In the forms thus far described but a single
expanding wedge key t l is utilized to cause initial expansion of the outer band. In the form
of the invention illustrated in Fig. 9, two such
keys 31 and 38 are provided arranged diametrically to each other. These keys are joined to
a common collar such as the shift collar I 8. The
outer band thus comprises the segments 39 and
40. The inner band comprises the segments 4 I
and 42. Two gaps are formed in each of these
bands, respectively accommodating the keys 31,
38; and the driving keys 43 and 44 seated in
shaft I. These keys 43 and 44 are identical in
construction with the key 15 illustrated in the
form first described.
A somewhat simplified form of the invention
is illustrated in Figs. 10, 11 and 12.
In this form of the invention the rotary driving member may be the shaft 45. As before,
there is a sliding collar 49 operated similarly
to collar 18 in the form first described. The
key 50, similar to key 11, is carried by the shift
collar 49.
The outer rotary member 51 is shown as formed
integrally with a pinion 52. The outer band 53
and the inner band 54 are similar in construction
to the bands l and 8 described in connection with
the first form of the invention. In this instance
the shaft 45 has an overlying sleeve 55 (shown
most clearly in Fig. 12). This sleeve 55 may
be keyed to the shaft 45 as by the aid of the
key 56. A headless set screw 51 may also be
provided for retaining the sleeve 55 in proper
axial position.
Sleeve 55 is immediately adjacent the inner
band 54. It is provided with the projecting key
or tongue 58 serving the same function as the
key I 5 of Fig. 4. It enters between the open
ends of the inner ring 54.
The s!eeve 55 may be provided with the integral flanges 59 and 60. The flange 59 is telescoped into the outer rotary member 51. The
flange 60 has a peripheral extension 61 which engages in a corresponding recess in the outer
rotary member 5 I and maintains this outer rotary member 5 I against axial movement toward
the right. In order to prevent axial movement
of the rotary member 5 I toward the left, a collar
62 may be fastened to the flange 59 and extending along the left hand face of the rotary
member 51.
As in the form illustrated in Figs. 1 to 7, the
driving extension 58 is provided with an integral
stop or abutment 63, serving the same function
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2,295,181
as the stop or abutment 32. If desirable, as
in the form first described, spring rings 64 and
65 may be utilized to assist in the contraction of
the band upon withdrawal of the expanding key
50 from clutch engaging position.
The principle of utilizing frictional forces between nested bands to lock a pair of concentric
members together may be utilized for other
mechanisms than those specifically described,
such as for braking or the like.
What is claimed is:
1. In a clutch mechanism, a rotary driving
member, a rotary driven member, said members
being co-axial, one of said members having an
internal surface of revolution forming a clutching surface, a plurality of nested interrupted
bands interposed between said surface and the
other member, the innermost band having an
end in positive driving relation to the other of
said members, the outermost band having an external surface adapted to cooperate with said
internal surface, and means for causing adjacent bands to engage serially in angular driving
relation with each other.
2. In a clutch mechanism, a rotary driving
member, a rotary driven member, said members
being co-axial, one of said members having an
internal surface of revolution forming a clutching surface, a plurality of nested interrupted
bands interposed between said surface and the
other member, the innermost band having an end
in driving relation to the other of said members,
the outermost band having an external surface
adapted to co-operate with said internal surface,
and means for causing the bands to be driven in
serial angular relation for maintaining the outermost band in cooperative relation with said internal surface.
3. In a clutch mechanism, a rotary driving
member, a rotary driven member, said members
being coaxial, one of said members having an
internal surface of revolution forming a clutching surface, a plurality of nested interrupted
bands interposed between said surface and the
other member, the innermost band having an end
in driving relation to the other of said members,
the outermost band having -an external surface
adapted to cooperate with said internal surface,
and a clutch operating device comprising a shiftable arm adapted to enter into the gap of the
outermost band for e:xipanding it into contact
with said internal surface, said arm also being
disposed in the gap between the ends of the next
inner band.
4. In a clutch device, a rotary driving member,
a rotary driven member, said members being coaxial, one of said members having an internal sur•f ace of revolution forming a ·c lutching surface, a
pair of interrupted bands interposed between the
members, one band having an external surface
adapted to contact with said internal surface,
the other band having an external surface adapted to contact with the internal surface of said
first band, the interruptions in the bands forming
gaps that are substantiaHy alined along the radius
to the common ,a xis of the members, and means
for ,c ontrolling the clutching action, comprising
an arm entering into the gaps and operating to
expand one of the bands to cause its external surface to engage the corresponding internal surface.
5. In a clutch device, a rotary driving member,
a rotary driven member, said members being coaxial, one of said members having an internal
surface of revolution farming a clutching surface, a pair of interrupted bands interposed be-
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tween the members, one band having an external
surface adapted to contact with said internal surface, the other iband having an external surface
adapted to rc ontact with the internal surface of
said first band, the interruptions in the •b ands
forming g8lps that are substantially alined along
a r.adius to the common axis of the members, and
means for controlling the clutching action, comprising an arm entering into the gaips and operating to expand one of the bands to oause its external surface to engage the corresponding internal
surface, and an abutment .c arried by the inner of
the two rotary members and entering into the
ga:p of the outer iband.
6. In a clutch device, a rotary driving member,
a rotary driven member, said members being coaxial, one of said members having an internal
surface of revolution farming a clutching surface,
a pair of interrupted bands interposed between
the members, one band having an external surface rudtapted to contact with said internal surface,
the other lband having an external surface adapted to contact with the internal surface o:f said
first band, the interruptions in the bands forming gaps that are substantially ialined along a
radius to the common axis of the members, each
of said bands being formed of a pair of segments,
and a tapered arm movable in an axial direction
iand adapted to enter into at least one of the gaps
for expanding the corresponding segments into
contact with the 1corresponding internal surface.
7. In a clutch device, a rotary driving member,
a rotary driven member, said members being coaxial, one of said members having an internal
surface of revolution forming a clutching surfa:ce, a 1p air of interrupted bands interposed between the members, one band having an external
surface adapted to ieontact with said internal surface, the other band having an external surface
adapted to contact with the internal surface of
said first band, the interruptions in the bands
tforming gaps that are substantially alined along
a radius to the common axis of the members, each
of said bands being formed otf a ipair of segments,
,a nd a tapered arm movable in an axial direction
and adapted to enter into both gaps for expanding one of the bands and for transmitting the
force across the ga,ps from the end of the outer
band to the opposite end of the inner band, as the
said outer rband is carried around hy engagement
of its external surface with the said internal
clutching surface.
8. In a dutch device, a rotary driving member,
a rotary driven member, said members being co1axial, one of said members having an internal surface of revolution forming a clutching surface, a
pair of nested interrupted sp1ing bands inter·p osed
.between the members, the outer band having an
external surface adapted to contact with the internal surface, means for expanding both hands,
and means forming a stop carried by the other
of said rotary members, interposed between the
ends of the outer band.
9. In a clutch devtce, a pair of rotary members
disposed coaxially, one surrounding the other, the
outer member having an internal clutching surface, a pair of nested interrupted bands dispased
between the members, each band being formed of
a pair of segments and forming a pair of ga:ps, a
pair of stops joined to the inner member and entering respectively into the gaps of the outer
band, and a pair of arms movable in an axial
direction and respectively entering into the gaps
of the outer band to expand said outer band into
contact with said internal surface, said arms also
�2,295,181
serving to transmit the forces from the ends of
the segments of the outer band to the opposite
ends of the segments of the inner band.
10. In a clutch device, a rotary driving member, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface, a plurality of interrupted bands interposed
between the members, said bands being nested
and of progressively increasing diameters from
the inner rotary member to the outer rotary
member, means for coupling one end of the innermost band to the inner rotary member, and
means for transmitting a force serially and angularly through the bands to cause the peripheral surface of the outermost band to operate
as a frictional clutching surface.
11. In a clutch device, a rotary driving member, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface,
a plurality of bands each having a gap, arranged
between the members, said bands being of progressively increasing di~"Ileters from the inner
rotary member to the outer rotary member,
means for coupling one end of the innermost
band to the inner rotary member, means for
transmitting a force between one end of a band
to the opposite end of the next succeeding band,
and means for causing the bands upon rotation
of one of the rotary members, to exert an angular
force serially from one band to the next adjacent
band and ultimately to cause a frictional engagement between the outermost band and the
outer rotary member.
12. In a clutch device, a rotary driving member, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface, a plurality of bands each having a gap, arranged between the members, said bands being
of progressively increasing diameters from the
inner rotary member to the outer rotary member, means for coupling one end of the innermost band to the inner rotary member, means
for transmitting a force between one end of a
band to the opposite end of the next succeeding
band, and means for causing the bands upon
rotation of one of the rotary members, to exert
an angular force serially from one band to the
next adjacent band and ultimately to cause a
frictional engagement between the outermost
band and the outer rotary member, comprising
means initiating the expansion of one of the
bands.
13. In a clutch device, a rotary driving mem ..
ber, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface, a plurality of bands each having a gap,
arranged between the members, said bands being
of progressively increasing diameters from the
inner rotary member to the outer rotary member, means for coupling one end of the innermost
band to the inner rotary member, means for
transmitting a force between one end of a band
to the opposite end of the next succeeding band,
means for causing the bands upon rotation of
one of the rotary members, to expand and to
form contacting surfaces serially from one set
of contacting surfaces to another and ultimately
to cause a frictional engagement between the
outermost band and the outer rotary member,
said means being optionally movable to permit
the bands to return to collapsed position, and
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means active only upon such optional movement
for breaking the frictional engagement between
the outermost band and the outer rotary member.
14. In a clutch device, a rotary driving member, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface,
a plurality of bands each having a gap, arranged
between the members, said bands being of progressively increasing diameters from the inner
rotary member to the outer rotary member,
means for coupling one end of the innermost
band to the inner rotary member, means for
transmitting a force between one end of a band
to the opposite end of the next succeeding band,
means for causing the bands upon rotation of one
of the rotary members, to expand and to form
contacting surfaces serially from one set of contacting surfaces to another and ultimately to
cause a frictional engagement between the outermost band and the outer rotary member, and
spring means constantly urging said bands to
collapsed position.
15. In a clutch device, a rotary driving member, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface, a plurality of interrupted bands interposed
between the members, said bands being nested and
of progressively increasing diameters from the
inner rotary member to the outer rotary member, means for coupling one end of the innermost band to the inner rotary member, means
for transmitting a force serially and angularly
through the bands to cause the peripheral surface of the outermost band to oper~te as a frictional clutching surface, and spring means constantly urging said bands to collapsed position.
16. In a clutch device, a rotary driving member, a rotary driven member, said members being
coaxial, one of said members having an internal
surface of revolution forming a clutching surface, a plurality of interrupted bands interposed
between the members, said bands being nested
and of progressively increasing diameters from
the inner rotary member to the outer rotary
member, said bands being resiliently expandible,
means for coupling one end of the innermost
band to the inner rotary member, and means for
transmitting a force serially and angularly
through the bands to cause the peripheral surface of the outermost band to operate as a frictional clutching surface.
17. In a device of the character described, a
rotary driving member, a rotary driven member,
said members being coaxial, the driven member
having an internal surface of revolution forming
a clutching surface, a plurality of interrupted
bands interposed between the members, the ends
of the bands forming gaps, the outermost band
having a surface adapted frictionally to engage
said internal surface, an abutment carried by the
driving member and arranged to contact one of
the ends of the innermost band, means for causing the innermost band to drive the succeeding
band or bands by a force exerted on the ends of
the succeeding band, and means for optionally
causing initial frictional engagement between the
outermost band and said internal surface.
18. In a device of the character described, a
rotary driving member, a rotary driven member,
said members being coaxial, the driven member
having an internal surface of revolution forming
a clutching surface, a plurality of interrupted
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bands interposed between the members, the ends
of the bands forming gaps, said bands being
capable of expanding, the outermost band in expanding having a surface cooperating frictionally
with said internal surface, means for driving the 5
innermost band by a force transmitted by the
driving member, means operating on the outermost band optionally to expand it into frictional
contact with said internal surf ace, and means
operating through succeeding bands for creating
a resultant expanding force on the outermost
band, against the frictional restraint placed upon
the outermost band by the internal surface.
WALTER J. MOORE.
STOVER C. WINGER.
LESLIE K. LOEHR.
)
�End of this
document
��End of this
document
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�July 13, 1943.
2,324,211
H. E. HODGSON ET AL
DRIVES FOR VALVES AND THE LIKE
5 Sheets-Sheet 1
Filed April 10, 1939
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H. E. HODGSON ET AL
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DRIVES FOR VALVES AND THE LIKE
Filed April 10, 1939
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DRIVES FOR VALVES AND THE LIKE
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H. E. HODGSON ET AL
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DRIVES FOR VALVES AND THE LIKE
Filed April 10, 19~9
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H. E HODGSON ET AL
2,324,211
DRIVES FOR VALVES AND THE LIKE
Filed April 10, 1939
5 Sheets-Sheet 5
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�2,324,211
Patented July 13, 1943
UNITED STATES PATENT OFFICE
2,324,211
DRIVE FOR VALVES AND THE LIKE
Howard E. Hodgson and Clarence W. Kuhn, Wauwatosa, and William C. Stevens, Milwaukee,
Wis., assignors to Cutler-Hammer, Inc., Milwaukee, Wis., a corporation of Delaware
Application April 10, 1939, Serial No. 267,142
0
15 Claims.
This invention relates to drives for valves and
the like.
In practice valve drives preferably are of the
unit type, and the present invention has among
its objects to provide an improved drive of such
unit type.
Another object is to provide a unit type drive
for valves operable through the medium of a
rotating nut coacting with an axially movable
threaded stem, or a rotating threaded stem coacting with an axially movable nut, the drive
having combined therewith in unit form yielding means to take the thrust of the rotating part
whether it be the nut or the stem when it tends
to move axially as the result of seating of the
valve or as the result of contraction or expansion
after seating of the valve.
Another object is to provide a unit type drive
inclusive of such thrust taking means which will
be applicable to valves varying in respect of the
mounting thereon of its part to coact with said
thrust taking means, such part optionally to be
with or without a non-rotatable sleeve for coordinating said part and said thrust taking
means.
Another object is to provide such a unit so constructed as to render its parts readily accessible
for inspection and for desirable adjustments, as
for example adjustment of the pressure springs
of the thrust taking means.
Another object is to provide such a unit type
drive having associated therewith a limit switch
operable by axial movement of the valve operating nut through the medium of the thrust taking
means.
Another object is to provide a fully enclosed
unit inclusive of the thrust taking means and
the aforementioned limit switch, the unit casing
being rigidly attachable to the valve casing and
the parts of the unit being immovable except as
movements thereof are required for performance
of their respective functions.
Another object is to provide a drive with improved means affording drive optionally by power or manual force.
More specific objects in respect of the last
mentioned improvement include provision of
means minimizing danger of interference between the power and manual forces and provision
of means minimizing risks from carelessness on
the part of the attendant in shifting from power
drive to manual drive or vice versa.
Numerous other more specific objects and objects not hereinbefore touched upon will appear
from the fallowing specification and from the
(Cl. 192-150)
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25
30
35
40
45
50
H
embodiments of the invention herein disclosed.
The accompanying drawings illustrate certain
embodiments of the invention which will now be
described, it being understood that the embodiments illustrated are susceptible of modification
without departing from the spirit and scope of
the appended claims.
In the drawings,
Figure 1 is a side elevational view of a valve
operating unit embodying the invention, a portion of the enclosing casing being broken a way
and shown in section;
Fig. 2 is a vertical sectional view of the valve
operating unit shown in Fig. 1;
Figs. 3, 4 and 5 are sectional views taken on
lines 3-3, 4-4 and 5-5, respectively, of Fig. 2;
Fig. 6 is a fragmentary sectional view on line
6-G of Fig. 4;
Fig. 7 is a fragmentary sectional view on lines
1-1 of Fig. 5;
Fig. 8 is a fragmentary sectional view on line
8-8 of Fig. 3;
Figs. 9 and 10 are fragmentary sectional views
on line 9-9 of Fig. 8;
Fig. 11 is a side elevational view of certain of
the parts shown in Fig. 9 illustrating such parts
in another position;
Fig. 12 is a fragmentary sectional view on line
12-12 of Fig. 4;
Fig. 13 is a side view partly in section of a
modified form of valve operating unit embodying the invention;
Fig. 14 is a fragmentary plan view of the valve
operating unit shown in Fig. 13, a portion of the
enclosing casing being broken away and shown
in section;
Fig. 15 is a side elevational view of certain of
the parts shown in Fig. 14;
Fig. 16 is an end elevational view of a limit
switch shown in Fig. 14-;
Fig. 17 is a side view partly in section of the
switch illustrated in Fig. 16, and
Fig. 18 is a diagrammatic view illustrating the
circuit connections for the valve operating units
shown in Figs. 1 and 13.
Referring to Fig. 1, the same illustrates a valve
operating unit I embodying the invention, such
unit being adapted for top mounting upon the
yoke 2 of a valve having a non-rotatable stem
3 and an associated operating nut 11.
The top of yoke 2 is provided with a circular
flange 5 concentric to the axis of stem 3, and nut
4 is rotatably supported by combined radial and
thrust bearings 6 and 1 within a sleeve 8 which
is slidably mounted within an opening 9 in the
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upper end of said yoke. Bearing 6 is held between a shouldered portion on the lower end of
nut 4 and an inwardly extending flange 11 on
the lower end of sleeve 8, and bearing l is held
between a shouldered portion on the upper end 5
of said nut and a thrnst collar 12 threaded into
the opening in said sleeve. Nut 4 is thus held
against axial movement with respect to sleeve 8.
Upon rotation of nut 4 in valve opening directio::i
sleeve 8 tends to move downwardly and the lower 10
end of said sleeve is held in engagement with a
shoulder 13 formed on yoke 2, while the upper
end thereof is substantially flush or slightly above
the upper surface of flange 5. During rotation of
nut 4 in valve closing direction sleeve 8 tends to 1.3
move upwardly with respect to yoke 2.
The valve yoke and nut construction shown and
described is of a conventional form selected only
for illustration and it is to be understood that the
nut 4 need not be confined in the sleeve 8 by 20
the collar 12 and that it is not essential to the
present invention to provide a sleeve for the nut.
In other words, the driving unit hereinafter set
forth is without change applicable to various yoke
and nut constructions and to a valve having the 25
nut mounted in the yoke without use of a sleeve
for the nut. In fact the nut need not be set into
the yoke.
The valve operating unit I is provided with an
enclosing casing 15 comprising a casting of rec- 30
tangular form having a circular skirt 16 formed
on the under side thereof which is counterbored
as shown at 11 to receive the flange 5 of yoke 2.
As shown in Figs. 1 and 5 the lower end of skirt
16 is provided with eight equally spaced inwardly 35
extending lugs 18 for engaging the upper face
of flange 5 and casing I 5 is secured to said flange
by cap screws 19 which pass through openings in
said flange into tapped openings in said lugs.
The upper end of casing 15 is open and is provid- 40
ed with a removable cover 20, and as shown in
Figs. 2 and 7 said casing is divided into upper and
lower compartments 21 and 22 by a substantially
horizontal wall 23. Also as shown in Figs. 2 and
7, wall 23 has a cylindrical projection 24 formed 45
on the upper face thereof which is provided with
a circular opening 25.
As shown in Fig. 2, the valve operating nut 4
is coupled to a worm gear 26 mounted within the
opening 25 in projection 24. Worm gear 26 is 50
provided with an upwardly extending tubular hub
projection 21 which is journaled within a bored
opening in a flange projection 28 formed within
the opening 25 in projection 24, and said worm
gear is also provided with a downwardly extend- 55
ing tubular hub projection 29 which is journaled
within a bearing plate 30 secured to the under
side of wall 23 by cap screws 31. Worm gear 26
is held between flange 28 and bearing plate 30 to
prevent its axial movement, and said flange and 60
plate are counterbored to receive oil seals 32 and
33 respectively which are associated with the end
portions of hub projections 21 and 29. The lower
end of hub projection 29 is connected to the valve
operating nut by a tubular coupling member 35. 65
As shown in Figs. 1 and 2, the lower end of hub
projectio~ 29 is provided with slots 36 for receiving a plurality of tongue projections 37 formed
on the upper end of coupling member 35 and the
lower end of said coupling member is provided 70
with slots 38 for receiving a plurality of tongue
projections 39 formed on the upper end of nut 4.
Nut 4 is thus coupled to worm gear 26 to rotate
therewith, and it should be noted that the tongue
and slot connections between coupling member 1G
35 and hub projection 29 permit upward axial
movement of nut 4 out of the position shown in
Fig. 1.
As shown in Fig. 3, worm gear 26 has a worm
40 associated therewith which is adapted to be
driven through the medium of speed reducing
spur gears 41 and 42 by a reversible motor M
having a housing 43 which is secured to side wall
44 of casing 15 by screws 45. Worm gear 40 is
formed upon a shaft 46 which is rotatably mounted within a horizontally arranged tubular projection 41, formed on wall 23 of casing 15. Shaft 46
is supported adjacent the left end of worm 40 by
a combined radial and thrust bearing 48 which is
held within a counterbore 49 in the left end of
tubular projection 41 by a thrust collar 50.
Shaft 46 is also supported within tubular projection 41 by a ball bearing 51 which is located adjacent the right end of worm 40 and the right
end of said shaft is supported by a ball bearing
52 which is mounted within an opening in the
face of housing 43 of motor M. Wall 44 of casing 15 is formed to provide a recess 53 for receiving the spur gears 41 and 42, and the former spur
gear is fixed to shaft 46 while the latter is fixed
to the shaft 54 of motor M. Shaft 46 extends
through an oil seal 55 carried by thrust collar 50
and the left end thereof is supported within an
opening in a lug 56 on a cover plate 51 which is
secured to the wall 58 of casing 15 by screws 59.
As is apparent from the foregoing, nut 4 is
adapted to be driven in opposite directions by
motor M to e:ffect opening and closure of the
valve. During rotation of nut 4 in valve closing direction it tends to move upwardly ·with respect to yoke 2 and the valve operating unit I is
provided with a thrust responsive spring mechanism which normally restrains said nut but permits movement thereof when a predetermined
thrust is applied to valve stem 3 upon seating of
the valve. Said spring mechanism is mounted
within the lower compartment 22 of casing 15 and
as shown in Figs. 2 and 7 the same includes a
plurality of vertically arranged helical springs 60
which are held under compression between a pair
of horizontally arranged plates 61 and 62. Plate
61 is designed to abut the upper end of sleeve 8
or the nut if said sleeve is omitted a!ld is provided
with a center opening for receiving the coupling
member 35.
As shown in Fig. 5, plate 6 I has its periphery
recessed to clear the lugs I 8 on the lower end of
casing 15 and the springs 60 are arranged intermediate said lugs. Plate 62 is similar to plate 61
and the upper surface thereof abuts a pair of
adjusting screws 63-63 which pass through
tapped openings in lugs 64-64 formed on wall 23
of casing 15. As is apparent, plate 62 is adjustable axially by the screws 63-63 to vary the
degree of compression of springs 60, and it should
be noted that the upper ends of said screws are
accessible for adjustment upon removal of the
cover 20. The plates 61 and 62 are provided with
openings for receiving three vertically arranged
guide pins 65 and as shown in Fig. 5 said pins are
arranged within the springs 60a, 60b and 60°. The
upper ends of said guide pins are provided with
threaded portions which are secured within
tapped openings in lugs 66 formed on the under
side of wall 23, as shown in Fig. 7. Also each
of the guide pins 65 has a head 61 on the lower
end thereof and the under face of plate 61 is recessed as shown at 68 in Fig. 7 to receive said
heads. Plate 61 has washers 69 mounted upon
the upper face thereof which engage within the
�2,324,211
lower ends of springs 60 to prevent displacement
of the latter. The washers 69 associated with
springs &oa., 60b and &oc are provided with center
openings for receiving the guide pins 65, and as
shown in Fig. 7 the washer 69 associated with
spring 60d is provided with a center opening 70
and is secured to plate 6 I by screws 7 I disposed
on opposite sides of said opening. The washers
69 associated with springs 60e to &Oh, inclusive.
are each secured to plate 61 by a single screw 12.
As is apparent, plate 61 is movable upwardly upon
the guide pins 65 against the action of springs 60
and as shown in Fig. 7 said guide pins have
sleeves 73 associated therewith which are adapted
to engage the lower ends of the lugs 65 on wall
23 to limit upward movement of said plate.
During closure of the valve, springs 60 act
through the medium of plate 61 to normally hold
the lower end of sleeve 8 in engagement with the
shoulder 13 on yoke 2. However, when valve
stem 3 is subjected to a predetermined thrust
upon seating of the valve the valve operating nut
4 and its associated sleeve are adapted to move
upwardly out of normal position against the action of springs 60.
The above described thrust responsive mechanism has a limit switch 75 associated therewith
which acts as hereinafter set forth to stop operation of motor M in valve closing direction. As
shown in Fig. 4 limit switch 75 is carried by an
insulating terminal board 76 which is mounted
within the upper compartment 2 I of casing 15.
As shown in Fig. 6 switch 75 includes a movable
insulating lever 11 which is pivotally mounted
upon a pin 18 carried by a bracket l 9 fixed to the
upper face of terminal board 76. Lever 71 carries a bridging contact 80 which cooperates with
a pair of stationary contacts 81 mounted upon the
upper face of terminal board 76, one of said stationary contacts being shown in Fig. 6. Lever 71
is biased to hold bridging contact 80 in engagement with its associated stationary contacts 81
by a helical spring 82 carried by a projection 83
on bracket 79. Projection 83 also carries a stop
pin 84 for limiting opening movement of lever
11 and its associated bridging contact 80.
Switch 15 is operatively connected to plate 61
of the thrust responsive mechanism by a vertically arranged push rod 85 which extends
through an opening in wall 23 and plate 62 and
has a shouldered portion 86 on the lower end
thereof which engages within the opening 70 in
washer 60d. The upper end of push rod 85 has a
sleeve 81 fixed thereto and the upper end of said
sleeve is guided within an opening in terminal
board 76 and carries a plunger 88. Plunger 88
is slidable within an opening in the upper end
of sleeve 87 and the lower end thereof is provided with an enlarged head 89 which is normally held in engagement with a shoulder on the
upper end of said sleeve by a spring 90. Spring
90 is held under compression between the upper
end of push rod 85 and the head 89 on plunger
88 and the upper end of said plunger cooperates
with a threaded stop 9 I which is adjustably
mounted within a tapped opening in lever 77.
As hereinbefore stated, the springs 60 act
through the medium of plate 61 to normally hold
the lower end of sleeve 8 in engagement with the
shoulder 13 on yoke 2. With plate 61 in normal
position, stop 91 is adjusted to clear the upper
end of plunger 88 and bridging contact 80 is thus
normally held in engagement with its cooperating stationary contacts 81 under the action of
spring 82. Upon initial upward movement of
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45
50
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3
sleeve 8 out of normal position stop 91 is engaged
by plunger 88 and bridging contact 80 is moved
out of engagement with its associated stationary
contacts 81 against the action of spring 82.
Opening movement of bridging contact 80 is
limited by engagement of lever 11 with the stop
pin 84 and upon continued upward movement of
plate 61 the plunger 88 is moved inwardly within
sleeve 87 against the action of spring 90.
The aforedescribed valve operating mechanism
is also provided with a position limit switch 95
which acts as hereinafter set forth to stop operation of motor M upon movement of the valve into
open position. Said switch is mounted in the
upper compartment 21 of casing I 5 and is provided with an enclosing casing 96 which is secured to the upper side of wall 23 by screws 97.
Switch 95 includes a pair of insulated stationary
contacts 98 and 99 which are mounted upon the
casing 96 and a cooperating movable bridging
contact I 00 which is normally held in circuit
closing position. As shown in Fig. 3, switch 95 is
driven from shaft 46 through the medium of a
worm IO I formed on said shaft and a cooperating
worm gear I 02, and upon movement of the valve
into open position worm gear I 02 acts through
the medium of a suitable cam mechanism mounted within casing 96 to move bridging contact I 00
into open position. The cam mechanism for ef,
fecting operation of bridging contact I 00 is not
illustrated since cam operated limit switches ai ~
well known in the art, and the present invention
is not concerned therewith.
The worm shaft 46 of the above described
valve operating unithasamanualoperating mechanism associated therewith including a hand
\Vhee1 I 04 which is normally disconnected from
said shaft and is adapted to be automatically coupled thereto when rotated in either direction.
As hereinafter set forth, the manual operating
mechanism is provided with means for preventing coupling of hand wheel I 04 to shaft 46 except
upon substantial arrest of the latter, and also
has control means associated therewith which insures against energization of the driving motor
M of the valve unit during manual operation.
Also as hereinafter set forth, the manual operating mechanism has a locking device associated
therewith which acts to insure disconnection of
hand wheel I 04 from the worm shaft 46 upon energization of motor M.
As shown in Figs. 8 and 9 the manual operating mechanism includes a spur gear drive comprising a driving gear l 05 fixed to an operating
shaft I 06, a driven gear I 07 fixed to the worm
shaft 46, and a pair of pinions I 08 and I 09 which
mesh with the driving gear I 05 and are arranged
on opposite sides of the driven gear f 07. The
pinions H.18 and I 09 are carried by a yoke 110,
and as hereinafter set forth said yoke is normally held in the position shown in Fig. 8 to
prevent meshing of either of said pinions with
driven gear I 01.
More specifically, hand wheel I 04 is fixed to
the outer end of shaft l 06, and said shaft is journaled within a bearing projection I 12 on cover
plate 51 and extends inwardly beyond said plate.
Shaft I 06 is held against axial movement within
bearing projection I 12 and the inner end thereof
js supported within an opening in a lug 113 (Fig.
4) which is formed on one side of the cylindrical
projection 24 in ca,5ing 15. Driving gear I 05 is
fixed to a square section I I 4 on shaft I 06 and yoke
I IO is rotatably mounted upon said shaft and is
provided with spaced side arms I I 5 and I I 6 which
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are located on opposite sides of said gear. Yoke
f IO has a connecting portion I I l on one end
thereof which extends between the side arms
f I 5 and I 16 and the pinions I 08 and I 09 are
associated with the opposite end of said yoke, the
same being rotatably mounted upon pins I 08a
and I oga, respectively held within openings in
said arms.
As shown in Fig. 9, arm I I 6 of yoke I IO is held
in frictional engagement with driving gear f 05
by a helical spring I I 8 which is held under compression between said arm and a collar I I 9 fixed
to shaft I 06. Yoke I IO is thus adapted to rotate
with gear I 05 and upon rotation of hand wheel
f04 in the direction of arrow A, Fig. 8, pinion 108
is moved into mesh with gear I 01 and upon continued rotation of said hand wheel in the direction of arrow A gear I 05 slips with respect to
yoke I IO and acts through the medium of said
pinion to drive gear 101 and worm shaft 46 in a
clockwise direction. Upon rotation of hand wheel
I 04 in the direction of arrow B, Fig. 8, pinion 109
is moved into mesh with gear 101 and upon continued rotation of said hand wheel in the direction of arrow B gear I 05 slips with respect to yoke
I IO and acts through the medium of said pinion
to drive gear I 01 and worm shaft 46 in a counterclockwise direction.
Yoke 110 has a spring mechanism associated
therewith for normally holding the same in the
position shown in Fig_ 8 to prevent meshing of
either of the pinions I 08 or I 09 with the driven
gear I 07. Such mechanism comprises a pair of
fingers 120 and 121 which extend outwardly from
yoke 110 and are located on opposite sides of the
connecting portion 11 l of said yoke. The inner
ends of fingers 120 and 121 are pivotally secured
to yoke 110 by pins 122 and the outer ends of said
fingers are located on opposite sides of a pin 123
fixed to the cover plate 51. Fingers 120 and 121
are biased toward each other by a helical spring
I 24, and as is apparent said fingers cooperate with
pin I 23 and connecting portion I fl on yoke 11 Q to
bias said yoke against movement in opposite directions out of the position shown in Fig. 8.
Upon rotation of hand wheel I 04 in either direction yoke I IO is moved out of normal position by
frictional engagement with gear I 05 against the
action of fingers I 20 and I 21, and upon release
of said hand wheel said fingers act to return
said yoke and the parts connected thereto to
the normal position shown in Fig. 8 for disengagement of hand wheel I 04 from worm shaft 46.
As hereinbefore stated, the manual operating
mechanism is provided with means for preventing
coupling of hand wheel 104 to the worm shaft 46
except upon substantial arrest of the latter. As
shown in Figs. 9 and 10, such means comprises
an inner cone element 125 fixed to worm shaft 46,
an outer cone element I 26 slidably mounted upon
said former cone element for movement into and
out of locking engagement with yoke I IO, and a
plurality of balls I 21 which are adapted to act
by centrifugal force to move said outer cone element into locking engagement with said yoke
against the action of a helical spring 128. Inner
cone element I 25 is held against axial movement
between gear I 01 and lug 56 on cover 57 and the
left end thereof is provided with a flange projection I 29 having a cone surface which is radially
recessed as shown in Fig. 10 to receive the balls
127. The outer cone element I 26 is provided
with a cup-shaped portion I 3 I which surrounds
the flange projection 129 on the inner cone element 126 and has a cone surface 132 on the in-
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terior thereof corresponding to the cone surface
on said inner cone element. Outer cone element
I 26 is also provided with a sleeve projection 133
which is bored to receive a collar 134 fixed to
the right end of cone element I 26. Spring 128
is located within the sleeve projection I 33 and is
held under compression between collar I 34 and a
shoulder formed on the inner surface of said cone
projection. As shown in Fig. 8, the side arm I 15
of yoke 110 is provided with a substantially semicircular recess I 36 which is arranged midway between the pinions I 08 and I 09 and is adapted to
receive the sleeve pr ojection 133 on outer cone
element I 26.
As shown in Fig. 9, outer cone element 126 is
normally held out of engagement with side arm
I I 5 of yoke I IO under the action of spring I 28.
However, when worm shaft 46 is driven by motor M the balls I 21 are moved outwardly by
centrifugal force from the position shown in
Fig. 9 into the position shown in Fig. 10. Upon
outward movement of the balls 121 into the position shown in Fig. 10 the same engage cone surface I 32 on outer cone element f26 to move said
element from the position shown in Fig. 9 into
the position shown in Fig. 10. Sleeve projection I 33 is then projected into the recess I 36 in
arm I I 5 and yoke I IO is thus locked against
movement out of the position shown in Fig. 8
to prevent couplin g of the hand wheel I 04 to
worm sh aft 46. The outer cone element 126 remains in locking position until worm shaft 46
is brought substantially to rest, whereupon said
cone element is returned to the normal position
shown in Fig. 9 by spring 128. Upon return of
outer cone element 126 to normal position yoke
110 is released to permit coupling of hand wheel
104 to worm shaft 46.
Yoke 110 also has a locking mechanism 138
associated therewith which normally locks said
yoke in the position shown in Fig. 8 to prevent
coupling of hand wheel I 04 to worm shaft 46.
Such locking mechanism comprises a lever 139
fixed to a shaft 140 which is rotatably mounted
within an opening in cover 51. The outer end
of shaft 140 has a manual operating lever 14 I
fixed thereto which is movable between stop projections 142 and I 43 on cover 51. Lever 139
and its associated operating lever I 4 I are normally held in the position shown in Fig. 8 by
a spring I 44 having one end connected to said
lever and its opposite end connected to pin 123.
Lever 139 has a pin I 45 fixed thereto which
cooperates with a pair of stop projections
I 46-146 on arm ff 5 of yoke It 0. Pin 145 and
lugs 146-146 are shown in dotted lines in Fig. 8
and as shown in this figure said pin is normally
located between said lugs to lock yoke I IO in
the position shown in Fig. 8 to thereby prevent
coupling of hand wheel I 04 to worm shaft 46.
However, upon movement of operating lever f 41
into engagement with stop projection 143 (Fig.
8) pin 145 is moved out of engagement with
lugs 146-146 and yoke I IO is then released to
permit coupling of hand wheel I 04 to worm
shaft 46.
Locking mechanism 138 has an electromagnetically controlled latch device associated therewith
for holding the same in released position. As
shown in Fig. 9 said device comprises a magnet
winding I 48 mounted upon the inner face of
cover 51 and an associated armature 149 having
a latch member I 50 fixed thereto. Armature I 49
and latch member I 50 are pivotally mounted upon
a pin I 5 I carried by a post 152 fixed to the inner
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face of cover 51, and said armature is biased
by a spring 153 to yieldingly hold said latch
member in engagement with lever 139. Lever
139 is provided with a shoulder 154 and upon
movement of said lever into released position
said shoulder is engaged by the free end of latch
member 150, as shown in Fig. 11, to hold the
locking mechanism 138 in released position. As
hereinafter set forth, winding 148 is connected
in the energizing circuit of motor M and upan
energization of said motor, armature 149 is attracted by said winding to move latch member
150 out of engagement with shoulder 154. The
locking mechanism 138 is thus automatically released to maintain yoke 110 in the position shown
in Fig. 8 upon energization of motor M.
A switch 155, shown in Fig. 12, is associated
with the above described manual operating mechanism and as hereinafter set forth said switch
acts to prevent energization of motor M upon
coupling of hand wheel I 04 to worm shaft 46.
Switch 155 is mounted in the upper compartment
21 of casing 15 (F.ig. 4) and as shown in Fig. 12
said switch comprises an insulating base 156
having a movable insulating contact lever 151
mounted upon the under side thereof. Contact
lever 151 is pivoted intermediate its ends upon
a pin 158 carried by a bracket 159 fixed to the
under side of base 156, and one end of said contact lever has a pair of bridging contacts 160
mounted thereon which are shown in dotted lines
in Fig. 4. As shown in Fig. 12 each of the bridging contacts 160 cooperates with a pair of stationary contacts 161 mounted upon the under
side of base 156 and contact lever 151 is biased
to hold said bridging contacts in engagement
with their associated stationary contacts by a
spring 162. Contact lever 151 has an operating
arm 163 fixed thereto which extends downwardly
and cooperates with a pin 164 fixed to yoke 110.
Said operating arm is provided with a notch 165
and upon positioning of yoke 11 0 in the normal
position shown in Fig. 8 pin 164 is located within
said notch and the br.idging contacts I 60 are
held in engagement with their associated stationary contacts by spring 162, as shown in Fig.
12. However, upon movement of yoke 110 in
either direction out of normal position for coupling of hand wheel I 04 to worm shaft 46, pin
164 moves out of engagement with the recess
165 and arm 163 is moved ,i nto the dotted line
position shown in Fig. 12 to provide for disengagement of bridging contacts 160 with their associated stationary contacts 161.
The function and operation of the aforedescribed valve operating mechanism and also the
circuit connections therefor will now be more fully
set forth in connection with Fig. 18 which schematically illustrates the aforedescribed valve operating unit and the electric control means therefor. Motor M may be of any desired type, the
motor shown being of a 3 phase alternating current type tJ be supplied with current from a
circuit indicated by lines L1, V 1, L 3 • The pawer
connections for motor M are controlled by a
pair of 3 pole electromagnetically operated reversing switches C and 0, the former switch
being provided with a set of normally open auxiliary contacts c 1 , and the latter with a set of
normally open auxiliary contacts o 1 • The control means for the reversing switches C and 0
includes a pair of normally open start push buttons 166 and 161, and a normally closed stop push
button 168.
It is assumed that reversing switch C provides
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70
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5
for operation of motor Min a direction to close
the .valve, and that reversing switch O provides
for operation of said motor in a direction to open
the valve. The position limit switch 95 of the
valve operating unit is connected in the energizing circuit of reversing switch O and the thrust
responsive limit switch 15 of said unit is connected in the energizing circuit of reversing
switch C. The energizing circuits of switches C
and Oare also controlled by the switch 155 which
is associated with the manual operating mechanism of the unit and the magnet winding 148 associated with said mechanism is permanently
connected between two of the terminals of the
motor M.
Assuming that the valve is in open position and
that it is desired to close the same, push button
166 is depressed to effect closure of reversing
switch C for operation of motor M in valve closing direction. Upon depression of push button
166 the operating winding of reversing switch C
is connected across a supply circuit indicated by
lines L4, L 5, through the medium of stop push
button 168, the thrust responsive switch 15 and
the switch 155 associated with the manual operating mechanism. Upon release of push button
166 reversing switch C is maintained energized
through the medium of its auxiliary contacts c 1 •
As herein before set forth, during closure of the
valve, springs 60 act through the medium of plate
61 to normally hold the lower end of sleeve 8 in·
engagement with shoulder 13 on valve yoke 2.
However, when valve stem 3 is subjected to a
predetermined thrust upon seating of the valve,
the valve operating nut and its associated sleeve
8 are moved upwardly out of normal posit ion
against the action of springs 60 to effect opening
of the thrust responsive switch 15. Upon opening of switch 15 reversing switch C is deenergized
to stop operation of motor M in valve closing direction.
Push button ( 61 is depressed to effect closure
of reversing switch O for operation of motor M
in valve opening direction. Upon closure of push
button 167 the operating winding of reversing
switch O is connected across lines L4 , L 5 through
the medium of stop push button ! 68, the position
limit switch 95 and the switch 155 associated
with the manual operating mechanism. Upon
release of push button 161 reversing switch O is
maintained energized through the medium of its
auxiliary contacts o 1 • The position limit switch
95 is set to open upon opening of the valve to
a predetermined degree and said limit switch in
opening deenergizes reversing switch O to stop
operation of motor Min valve opening direction.
Opening of stop push button 168 interrupts the
energizing circuit of both of the reversing
switches O and C, and it is thus apparent that
the same provides for stopping of motor Mat any
point during valve opening or valve closing operations.
As herein before set forth, hand wheel I 04 is
normally disconnected from worm shaft 46 and
is adapted to be automatically coupled thereto
when rotated in either direction, but only upon
substantial arrest of said worm shaft and release
of an associated locking mechanism 138 by a
manual operating lever 141. Immediately upon
coupling of hand wheel I 04 to worm shaft 46 the
contacts of switch 155 are opened to prevent establishment of the energizJng circuits for reversing switches O and C. Upon disconnection of
hand wheel 184 from worm shaft 46 switch 155
is reclosed as hereinbefore set forth to permit
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motor operation of the valve. As hereinbefore
through the medium of a pair of levers 114 and
set forth, the locking mechanism 138 has . an
fl5. Lever 114 is fixed to shaft 113 and extends
operating winding • 48 associated therewith for
downwardly therefrom, and lever 115 is rotatamaintaining the same in released position, and as
bly mounted upan said shaft and is pivotally
shown in Fig. 18 said operating vvinding is con- 5 connected to the valve operating stem 112. Lenected across two terminals of motor M whereby
ver fl5 is provided with a downwardly extendthe same is energized immediately upon estabing arm i 16 which is located to the right of lelishment of power connections for said motor.
ver i 14 (Fig. 15), and the lower end of lever 115
is provided with an adjustable stop I 11 for enYoke • ,0 is capable of limited movement in
opposite directions with respect to sleeve projec- 10 gaging said arm. Arm 116 is yieldingly held in
tion '33 on cone element 126 when the latter is
engagement with stop 111 by a spring mechain locking position, such movement being suffinism t 18 and as is apparent in Fig. 15, lever
cient to effect opening of switch 155, but insuffi115 is operated through the medium of said
cient to effect meshing of pinions I 08 or ,09 with
spring mechanism upon rotation of shaft 113
gear • 05. Switch 155 is thus operable by hand 15 and lever 114 in a clockwise direction.
wheel • 04 for effecting stopping of motor M at
Shaft 113 is supparted within sUitable bearany point during valve opening or valve closing
ings in casing i 5 and has a lever • 80 fixed thereoperation. However, if desired the diameter of
to which is operated by the valve stem 3. As
sleeve projection t33 on cone element 126 may
shown in Fig. 13 valve stem 3 has a threaded
be increased to prevent movement of yoke 110 20 pin extension tst fixed to its upper end which
carries a pair of adjustable stops 182-183, and
out of normal position when said cone element is
in locking position. Switch 155 is thus rendered
lever 180 carries a link • 84 having an eye proineffective to stop motor operation of the unit
jection • 86 which surrounds said pin extension
and is located between said stops.
since the same can only be opened by handwheel
During final movement of valve stem 3 into
I 04 when worm shaft 46 is substantially at rest. 25
valve closing position stop '82 engages link 184
If desired the magnet 148 and latch 150 associated with locking mechanism 138 may be
and lever 180 is moved downwardly to effect
counterclockwise rotation of shaft i 13 and lever
omitted. Said locking mechanism is then man114 and 115 out of the position shown in Fig.
ually held in released position to permit movement of yoke 110 out of the normal position 30 15. The stem 112 of auxiliary valve 110 is thus
moved downwardly to open said valve for admisshown in Fig. 8 and upon coupling of hand wheel
sion of steam into the main valve bonnet. Upon
I 04 to worm shaft 46 one of the stop projections
movement of valve stem 3 upwardly out of valve
146 on said yoke is located in the path of pin
closing position, stop 182 moves out of engage145 to maintain said locking mechanism in released position pending return of said yoke to 35 ment with link 184 and auxiliary valve no is
permitted to return to closed position under the
normal position. The yoke • IO returns to normal
action of its associated biasing means. During
positron under the force of spring U4 when the
final upward movement of valve stem 3 into
hand wheel is released and the locking mechavalve opening position stop • 83 engages link 184
nism then resets.
As is apparent, the af oredescribed valve unit is 40 and lever 180 is moved upwardly to effect .clockwise rotation of shaft 113 and lever 114 out of
adapted for top mounting upon the yoke of a
the Position shown in Fig. 15. Since the auxilconventional valve without requiring any subiary valve HO is now in closed position lever 115
stantial modification of the valve structure. Also
is held against clockwise rotation out of the pothe various parts of the unit are arranged to provide a compact structure which is removable as 45 sition shown in Fig. 15, and lever 114 is thus
moved With respect to arm 116 of lever 115
a unit without removal of the nut from the valve
against the action of spring mechanism 118. As
stem. It should be noted that upon removal of
is apparent, spring mechanism 118 then acts to
the cover 20 the various limit switches are accesbias lever H5 upwardly to insure tight closure
sible for adjustment or inspection, and also the
adjusting screws 63 are accessible for adjustment 50 of the auxiliary valve 110.
In the embodiment shown in Fig. 14 a posiof the thrust responsive mechanism for variation
tion limit switch • 88 is substituted for the limit
of the seating pressure applied to the valve. The
switch 95 (Fig. 4), said switch being mounted in
above described unit is also advantageous in that
the upper compartment 21 of casing 15 and bethe various parts of the manual operating mech55 ing operable by shaft H3.
anism are carried by the removable cover 51.
As shown in Figs. 16 and 17, switch 188 is proReferring to Figs. 13 and 14, the same illusvided with a stationary insulating base 189
trate a modification of the aforedescribed valve
which is horizontally arranged above the shaft
operating unit which is adapted for use in oil
113 and a movable insulating base 190 which is
cracking installations. In such installations it is
desirable to associate with the valve operating 60 arranged below said shaft. Insulating base 189
has a pair of bearings 191 fixed to the underside
unit an auxiliary valve for admitting steam
thereof for receiving shaft i 13 and the movable inunder pressure into the bonnet of the main valve
sulating base '90 has a pair of bearings 192 fixed
upon closure of the latter to thereby prevent
to the upper side thereof which are rotatably
leakage of high temperature gas into the main
valve bonnet. For this purpose the valve oper- 65 mounted upon said shaft. Insulating base 190
is normally held in the position shown in Fig.
ating unit is provided with an auxiliary valve 110
16 by a spring mechanism 193. Such mechanism
which is mounted upon a projection I1 t on one
includes a spring • 94 for opposing clockwise roside of the enclosing casing 15. Said valve is of
tation of insulating base 190 out of normal poa conventional type having a reciprocable operating stem 112 which is provided with spring 70 sition and a spring 195 for opposing counterbiasing means for moving the same upwardly
clockwise rotation of said base out of such position.
into valve closing position.
The operating mechanism for auxiliary valve
Insulating base 190 has a downwardly extendt 10 includes a rotatable operating shaft 113
ing bracket • 96 fixed to the underside thereof
which is connected to the stem i 12 of said valve 75 which is operatively connected by a pair of ver-
�2,324,211
7
of said nut in a reverse direction, a drive mechtically arranged fingers 191 to a downwardly
anism for said nut and a supporting structure
extending lever 198 fixed to the shaft 113. The
supporting both said mechanism and said yielding
lower ends of fingers t 91 are pivotally mounted
thrust taking means to form a unit which in an
upon opposite sides of a projection 199 on the
lower end of bracket t 96 and the upper ends of 5 assembled state may be mounted on the device
to be driven, bringing both said mechanism and
said fingers are disposed on opposite sides of
said thrust taking means into operative relation
lever 198. Bracket 196 has a pin 200 fixed
to said nut and which may be removed in an asthereto which is located between fingers 191 and
sembled state while said nut remains on the desaid bracket also carries a spring mechanism
20 I for biasing said fingers toward each other. IO vice to be driven.
2. In a drive for a valve or the like through
As is apparent, the fingers 191 cooperate with
the medium of an axially movable stem and a rolever 198 and pin 200 to produce a yielding opertating nut threaded on said stem and limited in
ating connection between shaft 173 and the
axial movement in one direction, in combination,
movable insulating base 190.
Insulating base 190 has a pluralit,y of bridging 15 yielding means to take the thrust of said nut in a
reverse direction, a drive mechanism for said nut
contacts 202 yieldingly mounted upon the upp€:r
and a supporting structure supporting both said
face thereof, each of which normally engages a
mechanism and said yielding thrust taking means
pair of stationary contacts mounted upcn the
to form a unit which in an assembled state may
underside of stationary insulating base 139.
The bridging contacts 2 02 are arranged in 20 be mounted on the device to be driven, bringing
both said mechanism and said thrust taking
groups a and b on opposite sides of shaft 113 and
means into operative relation to said nut and
the bridging contacts of group a are opened hy
which may be removed in an assembled state
a clockwise rotation of insulating base 190 out
while said nut remains on the device to be driven,
of normal position, while the bridging contacts
of group b are opened by counterclockwise ro- 25 said thrust taking means being positioned intermediate said drive mechanism and the device
tation of said insulating base out of normal poto be driven, and said drive mechanism having
sition.
an operating connection with said nut permitting
As hereinbefore set forth, during final movethe latter to move axially while said supporting
ment of valve stem 3 into valve closing position
stop 182 engages link 184 to effect counterclock- 30 structure and said drive mechanism remain in a
wise rotation of shaft 113. Upon counterclockfixed position.
3. In a drive for a valve or the like operable
wise rotation of shaft 113, lever I 98 acts through
the medium of fingers 191 to rotate insulating
through the medium of an axially movable stem
base I 90 in a corresponding direction out of the
and a rotating nut threaded on said stem and
position shown in Fig. 16 for disengagement of 35 limited in axial movement in one direction, in
the bridging contacts 202 of group b from their
combination, yielding means to take the thrust of
said nut in a reverse direction, a drive mechanism
associated stationary contacts. Also as hereinbefor said nut and a supporting structure for said
fore set forth, during final movement of valve
stem 3 into valve opening position stop I 83 enmechanism and said yielding thrust taking means
gages link t 84 to effect clockwise rotation of shaft 40 to form a unit which in an assembled state may
be mounted on the device to be driven, bringing
113. Upon clockwise rotation of shaft 113, lever
198 acts through the medium of finger I 91 to roboth said mechanism and said thrust taking
tate insulating base 190 in a corresponding direcmeans into operative relation to said nut and
tion out of the position shown in Fig. 16 for diswhich may be removed in an assembled state
engagement of bridging contacts 202 of group a 4-5 while said nut remains on the device to be driven,
said supporting structure comprising a housing
from their associated stationary contacts.
One of the bridging contacts 202 of group a
for said mechanism and said thrust taking means,
controls the energizing circuit of switch O (Fig.
which housing has means to secure it in a fixed
18) to effect deenergization of said switch upon
position on the device to be driven, said thrust
movement of valve stem 3 into open position. 50 taking means being positioned intermediate said
drive mechanism and the device to be driven and
The other contacts of switch I 88 are used to control signal lamp circuits and interlocking circuits
said drive mechanism having an operating conin an oil cracking control system, but the funcnection with said nut permitting the latter to
move axially independently of said drive mechtion of these contacts need not be considered
since the present invention is not concerned :::; anism.
4. In a drive for a valve or the like operable
therewith.
through the medium of an axially movable stem
As hereinbefore indicated, the aforedescribed
drive unit inclusive of the thrust taking means
and a rotating nut threaded on said stem and
is applicable also to that type of valve operable
limited in axial movement in one direction, in
through the medium of a rotating stem or spin- c.n combination, an annular spring pressed member
dle coacting with a non-rotatable but axially
to surround said stem and to cooperate with said
nut to take the thrust of the latter in a reverse
movable nut. Thus it is to be understood that the
different type of valve operating medium herein
direction, a drive mechanism having a part to
surround said stem and to afford a drive connecdisclosed is referred to in the appended claims
primarily for brevity and clarity of said claims ('i-"i tion with said nut extending through the center
opening of said annular thrust tal{ing member,
which are intended to comprehend the aforesaid drive connection permitting axial movement
mentioned and other equivalents of the valve
of said nut independently of said drive mechaoperating medium ref erred to therein.
nism, and a supporting structure supporting both
What we claim as new and desire to secure by
70 said drive mechanism and said spring pressed
Letters Patent is:
annular thrust taking member to form a unit
1. In a drive for a valve or the like operable
which in an assembled state may be mounted on
through the medium of an axially movable stem
the device to be driven, bringing both said drive
and a rotating nut threaded on said stem and
mechanism and said thrust taking member into
limited in axial movement in one direction, in
which may
combination, y-ielding means to take the thrust 75 operative reI-ation to $,id ·nttt an-d ~
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be removed while said nut remains on said stem.
5. In a drive for a valve or the like operable
through the medium of an axially movable stem
and a. rotating nut threaded on said stem and
limited in movement in one direction, in combination, an annular spring pressed member to
surround said stem and to cooperate with said
nut to take the thrust of the latter in a reverse
direction, a drive mechanism having a rotatable
part to surround said stem and to afford a drive
connection with said nut extending through the
center opening of said annular thrust taking
member, said drive connection permitting axial
movement of said nut independently of said
drive mechanism and a supporting structure supporting both said drive mechanism and said
spring pressed annular thrust taking member to
form a unit which in an assembled state may be
mounted on the device to be driven, bringing both
said drive mechanism and said thrust taking
member into operative relation to said nut and
which may be removed while said nut remains on
said stem, said supporting structure comprising
a housing having an opening to receive said stem
and to expose said thrust taking member for coaction with said nut and said supporting structure having means to secure it ma fixed position
on the device to be driven.
6. In a drive for a valve or the like operable
through the medium of an axially movable stem
and a rotating nut threaded on said stem and
limited in axial movement in one direction, in
combination, an annular spring pressed member
to surround said stem and to cooperate with said
nut to take the thrust of the latter in a reverse
direction, a drive mechanism having a rotatable
part to surround said stem and to afford a drive
connection with said nut extending through the
center opening of said annular thrust taking
member, said drive connection permitting axial
movement of said nut independently of said drive
mechanism, and a supporting structure supporting both said drive mechanism and said spring
pressed annular thrust taking member, said supporting structure having means to secure the
same in a fixed position on the device to be driven
and comprising a housing divided into compartments respectively to house said drive mechanism and said spring pressed thrust taking member, the latter compartment being immediately
adjacent the device to be driven and the unit thus
provided being in an assembled state removable
from the device to be driven while said nut remains on said device.
7. In a drive for a valve or the like operable
through the medium of an axially movable stem
and a rotating nut threaded on said stem and
limited in axial movement in one direction, in
combl:iation, an annular yielding thrust taking
device to surround said stem and to cooperate
with said nut to take the thrust of the latter in
a reverse direction, said thrust taking device comprising annular plates and a plurality of interposed helical springs, a drive mechanism having
a rotatable part to surround said stem and to afford a drive connection with said nut extending
through the center opening in said annular
thrust taking device, said drive connection permitting axial movement of said nut independently of said drive mechanism and a supporting
structure for supporting both said drive mechanism and said thrust taking device, said supporting structure having means to secure the
same in a fixed position on the device to be driven
and comprising a housing for both said drive
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mechanism and said thrust taking device, said
thrust taking device having within said housing
readily accessible adjusting means for compression adjustment of its several springs.
8. In a drive for a valve or the like operable
through the medium of an axially movable stem
and a rotating nut threaded on said stem and
limited in axial movement in one direction, in
combination, non-rotatable yielding means to
take the thrust of said nut in a reverse direction,
a drive mechanism for said nut having a drive
connection with said nut permitting axial movement of the latter while said drive mechanism
remains in fixed position and a limit switch for
said drive mechanism operable through the medium of said thrust taking means by said nut
when moved axially against said means.
9. In a drive for a valve or the like operable
through the medium of an axially movable stem
and a rotating nut threaded on said stem and
limited in axial movement in one direction, in
combination, an annular spring pressed member
to surround said stem and to cooperate with said
nut to take the thrust of the latter in a reverse
direction, said thrust taking member being restrained against rotation, a drive mechanism having a rotatable part to surround said stem and
to afford a drive connection with said nut extending through the center opening of said annular thrust taking member and permitting limited axial movement of said nut independently of
said drive mechanism, and a limit switch for said
drive mechanism operable through the medium of
said thrust taking member by said nut upon axial
movement of the latter against said thrust taking member.
10. In a drive for a valve or the like operable
through the medium of an axially movable stem
and a rotating nut threaded on said stem and
limited in axial movement in one direction, in
combination, non-rotatable yielding means to
take the thrust of said nut in a reverse direction,
a drive mechanism for said nut, a supporting
structure supporting and housing both said
mechanism and said yielding thrust taking means
to form a unit which in an assembled state may
be mounted on the device to be driven, bringing
both said mechanism and said thrust taking
means into operative relation to said nut and
which may be removed in an assembled state
whlle said nut remains on the device to be driven, and a limit switch for said drive mechanism
also carried and housed by said supporting structure for operation through the medium of said
yielding thrust taking means upon axial movement of said nut opposed by said thrust taking
means.
11. In a unit type operating mechanism for
valves having a non-rotating th.i:eaded stem, a
yoke through whlch the stem extends and a nut
on the stem, in combination, a motor, means affording driving connections between said motor
and the nut and including a hollow rotatable
element to surround the stem with clearance
therefrom, said hollow rotatable element having
means to engage the nut to cause it to rotate
therewith while permitting independently thereof a limited movement of the nut with or axially
along the stem in a direction away from the
yoke, a spring thrust mechanism comprising an
annular element separate from but engageable
with the nut to oppose the aforementioned limited movement of the nut in a direction away
from the yoke, a limit switch mechanism for
said motor comprising means affording circuit
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disconnection of said motor as a function of resistance to axial movement of the stem in a
given direction and a casing carrying said motor
and attachable to the yoke for fixed positioning
thereon, said casing receiving therewithin and
supporting said connecting means, said spring
thrust mechanism and said limit switch mechanism to afford a self-contained operative unit
including all of said parts received therewithin
and also said motor.
12. In a unit type operating mechanism for
valves having a non-rotating threaded stem, a
yoke through which the stem extends and a nut
on the stem, in combination, a motor, means affording driving connections between said motor
and the nut and including a hollow rotatable element to surround the stem with clearance therefrom, said hollow rotatable element being geared
to said motor and having means to engage the
nut to cause it to rotate therewith while permitting independently thereof a limited movement
of the nut with or axially along the stem in a direction away from the yoke, an annular spring
thrust mechanism concentric with said hollow
rotatable element and comprising an annular element separate from but engageable with the nut
to oppose the aforementioned limited movement
of the nut in a direction away from the yoke, a
limit switch mechanism for said motor comprising means affording circuit disconnection of said
motor as a function of resistance to axial movement of the stem in a given direction and a casing carrying said motor and enclosing and supporting said connecting means, said spring thrust
mechanism and said limit switch mechanism to
afford a self-contained unit which includes and
holds in assembled relation all of said parts enclosed thereby and also said motor and which
functions with said casing secured te> the yoke
immovably and with said casing as the only tie
to the yoke.
13. In a unit type operating mechanism for a
valve having a non-rotating threaded stem, a
yoke through which the stem extends and a nut
on the stem, in combination, a casing to fit upon
the yoke and to house a portion of the stem and
at least a portion of the nut, a motor carried by
said casing, means carried within said casing
affording driving connections between said motor
and the nut and permitting the nut limited movement with or axially along the stem in a direction
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25
30
30
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away from the yoke, spring thrust means carried by and within said casing in thrust relation
to the nut to oppose the aforementioned limited
movement of the n ut in a direction away from
the yoke, limit switch mechanism for said motor
carried by and within said casing, and means
carried by said casing to afford hand operation
of the nut, said casing and all of said par-ts carried thereby constituting a self-contained unit
which may be mounted in a fixed position on the
yoke and which requires attachment to the yoke
of only said casing.
14. In a power drive of the spring thrust type
for a valve having an axially movable stem, in
combination, a spring thrust device, an electric
motor, means comprising reduction gearing and
farming with said thrust device and said motor
a compact driving unit for mounting on the end
of the valve with said spring thrust device disposed to take the thrust of the stem of the valve
in one direction, and control means for said motor including limit means automatically to effect disconnection of said motor L:om circuit,
the aforestated combination including means
rendering progressive the building up of thrust
in said device and the operation of sa~d limit
means and definitely limiting the building up of
thrust in said device incident to operation of said
limit means, for reserve capacity of said device
thereafter to take stem thrust due to thermal
changes.
15. In a power drive of the spring thrust type
for a valve having an axially movable stem, in
combination, a spring thrust device , an electric
motor, means comprising r eduction gea!·ing and
forming with said thrust device and said motor a
driving unit for mounting on the valve with S'"'.id
spring thrust device disposed between said reduction gearing and the valve and dispass d to
take the thrust of the stem of the valve in one
direction, and control means for said motor including automatic limit means to effect disconnection of said motor from circuit subsequent to
building up a thrust in said device to ret:iin the
stem under pressure, said thrust device being adjustable for a given thrust when said limit means
operates and under all conditions permitting
stem movement due to thermal changes.
.
50
HOW ARD E. HODGSON.
CLARENCE W. KUHN.
WILLIAM C. STEVENS.
�End of this
document
�1:
j
�March 21, 1939.
2,151,493
G. H. ACKER
VALVE CONTROL UNIT
Filed March 10, 1937
2 Sheets-Sheet
1
2
42
INVENTOR.
BY
George /-1,0cAer
~~{9~4,~~
ATTORNEY,7,
�March 21, 1939.
2,151,493
G. H.ACKER
VALVE CONTROL UNIT
Filed March 10, 1937
2 Sheets-Sheet
2
/ ----r+-
22
~g.4
INVENTOR.
&eor-ge #. Oc..keP4
BY-
6:)
<Qa&'{ & ~ qf . " ' ~
ATTORNEY.5,
�2,151,493
Patented Mar. 21, 1939
UNITED ST ATES PATENT OFFICE
2,151,493
VALVE CONTROL UNIT
George H. Acker, Shaker Heights, Ohio, assignor
to The Cleveland Worm & Gear Company,
Cleveland, Ohio, a corporation of Ohio
Application March 10, 1937, Serial No. 130,141
5 Claims.
5
10
15
20
25
80
35
40
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50
N
The present invention relates to a power driven
mechanism for operating valves wherein the
opening and closing action of the valve element,
such as a gate or a disc, is dependent upon the
movement of a valve stem.
A valve control unit of the character to which
my invention pertains consists essentially of a
drive motor, a reduction gear train and electric
control switches actuated by forces and movements of the gear train, and adapted to start and
stop the drive motor. The driven shaft of the
gear train of such a unit is so connected to the
·valve stem that its rotation is effective to produce
opening and closing movement of the valve stem
in the valves. As the valve element such as the
gate or disc approaches its closed position in the
valve seat, its resistance to movement increases
very rapidly, and its amount of further movement is very slight, which means that the power
driven valve control unit must be capable of delivering excess torque and then stopping immediately upon the valve closing stroke. Since the
moving parts of 0, power source, such as the shaft
and armature of an electric motor develop a substantial kinetic energy during operation, and
even after cessation of actuation of such a motor,
this kinetic energy must still be absorbed by the
other elements of the valve control unit such as
the valve, the valve stem, and the reduction gear
train.
It is therefore the general object and nature of
my invention to provide means for automatically
disconnecting the drive motor from the remainder
of the mechanism when the valve has reached its
proper seated or closed position, so that the
kinetic energy of the drive motor will not be applied to the remainder of the mechanism, but can
be freely dissipated.
My invention also provides means for insuring
the delivery of required torque to the valve operating element during the final stage of the valve
closing stroke so as to insure a proper seating of
the valve.
To the accomplishment of the foregoing and
related ends, said invention, then, consists of the
means hereinafter fully described and particularly pointed out in the claims.
The annexed drawings and the following description set forth in detail certain mechanism
embodying the invention, such disclosed means
constituting, however, but one of various mechanical forms in which the principle of the invention may be used.
In said annexed drawings:
Fig. 11s a sectional view of a valve control unit
(Cl. 192-150)
embodying the principle of my invention, such
section being taken substantially in the plane of
the reduction gear drive shaft; Fig. 2 is a view of
the control switch compartment of the valve control unit, and with the cover plate removed; Fig.
3 is a sectional view of the unit taken substantially upon a plane normal to that of Fig. 1 and
along line 3-3 thereof; and Fig. 4 is a sectional
view, also taken upon a plane normal to that of
Fig. 1 and substantially along line 4-4 thereof.
Now referring more particularly to the drawings, the device shown therein includes a housing
f, one end of which is closed by an adapter plat e
2 having an external face upon which the drive
motor (not shown) is mounted. A worm shaft 3
carrying the worm 4 is journalled in the housing
t by the bearings 5 and 6. The worm 4 is axially
slidable by means of a · splined connection with
the shaft 3 in order to produce a "hammer blow"
effect in the operation of the valve cont rol unit.
This latter feature is not claimed as a part of
the present invention, since it is more fully set
forth, particularly pointed out, and distinctly
claimed in my co-pending application Serial No.
123,735, filed Feb. 2, 1937.
A worm wheel 1 keyed to the shaft 8 is driven
by the worm 4. The shaft 8 has an exteriorly
projecting portion 9 which can be directly connected to a valve stem or indirectly connected to
a valve stem nut by means of spur gearing, such
nut being carried by the valve yoke. Such latter
types of connections are well known in the art
and hence are not here illustrated or further described.
A helical gear ( 0 is mounted on the right hand
end of the worm shaft 3, as shown in Fig. 1. The
gear ( 0 meshes with another helical gear 11 carried by the drive shaft t 2, and is connected thereto through a helical spline ( 3. The shaft t 2 is
journalled at one end in the bearing f 4 and its
other end is keyed to the coupling sleeve 15 journalled in the bearing I 6 mounted in the adapter
plate 2. The motor shaft of the drive motor is
connected in the outer end of the sleeve f 5. The
helical spline 13 has an enlarged portion I 1 which
forms a shoulder for the abutment of the end of
the gear ( I.
The arms of a fork or yoke f 8 bear against the
other end of the gear 11 and normally hold it in
the position abutting against the shoulder on the
helical spline 13.
The yoke 18 is mounted upon a rock shaft 19
which extends into the control switch compartment of the housing I. An arm 20 is mounted on
the end of the shaft I g. and carries the cam 2 I.
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The cam 2 f is adjustable to various positions of
eccentricity with respect to the arm 20 by means
of the clamping stud 22. The cam 21 engages
with the end of the plunger 23 which passes
through the limit switch 24 and carries a flange
25 against which the compression spring 26 abuts.
The other end of the compression spring 26 is
mounted within an annular boss 21 in the housing f, and bears against the threaded adjusting
screw 28.
The worm shaft 3 extends to the exterior of
the housing I and carries on its outer end a hub
30 to which the hand wheel 3 I is keyed, as indicated at 32. A flange 33 on the inner end of
the hub 30 abuts against an inwardly directed
flange 34 on the cup shaped member 35 which
is attached to the housing I. The hub 30 has
a pair of slots 36 for the reception of the cross
pin 31 carried by the outer end of the shaft 3.
A compression spring 38 is mounted between the
hub 30 and the housing I. The hand wheel 31
can thus be connected to the worm shaft 3 by
merely pushing it axially inward against the
pressure of the spring 38, so that the pin 31 is
engaged in the slots 36. The hand wheel 31 of
course is provided for emergency, manual operation of the valve control unit.
A control switch drive shaft 40 extends from
the inner end of the drive shaft 8 into the control switch compartment, and carries a pinion
41 adapted to be connected in customary manner
to the limit switch 42. As shown in Fig. 3, a
cover plate 43 is provided for the control switch
compartment of the housing I.
The operation of the above described device is
as follows:
Gear 11 is normally connected with the helical
spline 13 on the drive sffaft 12, as shown in Fig.
1. Assuming that the valve is in open position
and that it is to be moved to closed position by
rotation of the drive shaft 12, in a direction indicated by the arrow in Fig. 1, or in a counterclockwise direction with respect to Fig. 4, the gear 11
wih have a tendency to back off the splines 13,
but this tendency is resisted by the arms of the
yoke 18. The hand of the helix on the gear I I
is the same as the hand of the helix of ·the
splines 13, so that the helical teeth on the gears
f 0 and 11 are so disposed as to assist the tendency of the gear 11 to move in a right hand direction along the shaft 12 and to back off from
the splines 13. As the valve approaches closed
or seated position, its increased resistance to
movement is of -course transmitted through the
shaft 8, the worm gear 1, the worm 4, the shaft
3, the gear IO to the gear 11 with the resultant
increase in the force with which the gear 11 tends
to move against the arms of the yoke 18 and incidentally against the pressure of the spring 26.
As soon as this resistance is built up to a predetermined value, which is of course the force
necessary to produce complete seating of the
valve, the pressure of the spring 26 will be overcome and therefore the gear 11 will move to a
position out of engagement with the splines I 3.
The yoke 18, the arm 20 and the cam 21 will of
course then assume a position as indicated by
the dotted lines in Figs. 1 and 2. Such movement of the parts will move the plunger 23 to
such a position as to open the contacts in the
switch 24 and thereby deenergize the drive motor. The kinetic energy, or the inertia of the
armature and shaft of the drive motor will then
be freely dissipated by rotation of the shaft 12,
since the gear I I has been disconnected.
It will be seen that the splines 13 are of limited length, that is, not as long as the teeth of
the gear I I, so that the latter can move to disconnected position with respect to the splines
13 without losing mesh or becoming disengaged
with the teeth of the gear I 0.
When the drive shaft I 2 is rotated in an opposite direction, or in a counter-clockwise direction with respect to Fig. 4, for the ptu,:pose of
again opening the valve, the splines f 3 will
quickly reengage with the gear 11 and the latter
will return to its normal position as shown in
Fig. 1. The valve opening operation or stroke of
the control unit is of course controlled through
the switch 42, so that the drive motor is stopped
as the valve approaches fully opened position.
It will thus be seen that my above described
invention not only provides means for insuring
the seating of the valve under a sufficient pressure, but also disconnects the drive motor after
such seating has been obtained, to permit the
free rotation of the motor and the dissipation
of its kinetic energy so that such energy need
not be absorbed through impact resilience of the
valve parts and, of the gear train.
Other modes of applying the principles of my
invention may be employed instead of the one
explained, change being made as regards the
mechanism herein disclosed, provided the means
stated by any of the following claims or the
equivalent of such stated means be employed.
I therefore particularly point out and distinctly
claim as my invention:
1. In a valve control unit, the combination of
power driving means, a rotatable shaft adapted
to move the valve to open and closed positions,
a reduction gear train connected to said shaft, an
axially slidable, helically splined coupling connecting said driving means to said gear train, the
length of the spline on said coupling being
shorter than the axial movement thereof whereby said spline is movable to disengaged position
accordingly to disconnect said driving means.
2. In a valve control unit, the combination of
power driving means, a rotatable shaft adapted
to move the valve to open and closed positions, a
reduction gear train connected to said shaft, an
axially slidable, helically splined coupling connecting said driving means to said gear train, the
length of the spline on said coupling being shorter
than the axial movement thereof whereby said
spline is movable to disengaged position accordingly to disconnect said driving means, and
yieldable means for resisting the axial movement
of said coupling.
3. In a valve control unit, the combination of
power driving means, a rotatable shaft adapted
to move the valve to open and closed positions, a
reduction gear train connected to said shaft, an
axially slidable, helically splined coupling connecting said driving means to said gear train,
the length of the spline on said coupling being
shorter than the axial movement thereof whereby said spline is movable to disengaged position
accordingly to disconnect said driving means,
yieldable means for resisting the axial movement
of said coupling, and control means actuated by
axial movement of said coupling for deenergizing said driving means when the latter is disconnected.
4. In a valve control unit, the combination of
power driving means, a rotatable shaft adapted to
move the valve to open and closed positions, a
reduction gear train connected to said shaft, an
axially slidable, helically splined coupling con-
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necting said driving means to said gear train,
and a helical gear carried by said coupling and
engaging at all times with a helical gea-r in said
gear train, the hand of the helix in said fl.rst5 named helical gear being of the same hand as the
helix of the spline of said coupling.
5. In a valve control unit, the combination of
power driving means, a rotatable shaft adapted
to move the valve to open and closed positions,
10 a reduction gear train connected to said shaft,
3
an axially slidable, helically splined coupling connecting said driving means to said gear train, a
helical gear carried by said coupling and engaging at all times with a helical gear in said gear
train, the hand of the helix in said first -named c;
helical gear being of the same hand as the helix
of the spline of said coupling, and adjustable
spring pressure means for resisting the axial
movement of said coupling.
GEORGE H. ACKER.
10
�End of this
document
�L -d_-1
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�June 17, 1930.
1,764,936
P. P. DEAN
CONTROL MEANS FOR POWER OPERATED MECHANISMS
Filed June 25, 1927
3 Sheets-Sheet 1
f
t
'
�June 17, 1930.
1,764,936
P. P. DEAN
CONTROL MEANS FOR POWER OPERATED MECHANISMS
Filed June 25, 1927
3 Sheets-Sheet 2
a»;ettto-z
PETER PAYNE .DEAN
~JtJ -hi~ f.ltto-r,ne~u/4_~
�June 17, 1930.
1,764,936
P. P. DEAN
CONTROL MEANS FOR POWER OPERATED MECHANISMS
Filed June 25, 1927
3 Sheets-Sheet 3
76
60
79
�1,764,936
Patented June 17, 1930
UNITED STATES PATENT OFFICE
C'
l'ETEB PAYNE DEAN, OF NEW CANAAN, CONNECTICUT, ASSIGNOR TO THE LIMITORQUE
0
CORPORATION, A CORPORATION OF NEW YQRX, '
CONTROL MEANS FOR POWER-OPERATED MECHANISMS
Application :filed J'une 25, 1927.
The invention relates to control appar~tus,
more particularly for use in -connection with
the starting and stopping of mechanism of
various kinds, for example, power devices for
0 operating valves and the like. In the operation of opening and closing of a valve inserted in a conduit for ·conveying fluid a gate or
a disk member is generally employed.to cut
off the flow, the movement of the same for
!O the larger types of valves being effected by
a suitable power device; and provision is
made to interrupt the applied power at certain predetermined points in the travel of the
flow controlling element. Electrical limit
lo switches geared to a valve stem or the like
are generally employed for this purpose; but
the difficulty inherent in this type of equipment resides in the fact that the same involves a definite ratio of the tr.avel of the
to limit switch to the gate movement, resulting
frequently in jamming of the gate in that the
travel of the latter is not a constant quantity.
In other words, a gate or like member may
not always stop at the same point at each operation due to accumulation of material on
the valve seat or because of other sources of
obstruction. In such instances, the full
puwer of the driving motor will be applied to
the gate or the like as the limit interrupting
means will not have become effective. Serious overload on the motor may, also, occur as
a· result of a valve sticking or jamming as
from a bent stem or broken part. The said
,motor, however, continues to apply its full
35 force thereto which reSU(lts frequently in
breakage of one 'or more of the, operating
parts.
.
·
Expedients such as a safety clutch have
been included in the transmission between a
40 motor and the valve stem t-0 a}low of slippage
in an attempt to protect the valve parts; but
since no provision is made for stopping the
motor under these conditions, the same continues to operate under excessive load and
46 until it burns out.
Moreover, while the appliction of a definite amount of power is necessary under ·
normal operating conditions to open or close '·
the valve, emergency conditions may arise in
which additional power is required for ef-
Serial No. 201,308.
fecting the closure of the same, as in the case
of an excesseive velocity of -the fluid due, for
example, to t break in the line. With the
usual type of control mechanism, the same is
designed to have always available the maxi;mu~ power to p;ovide against all contingencies.
.
It is one of the objects of the present invention to provide control means for power
operated mechanism of the aforesaid type
which will function to apply only the actual
power necessary for operating under ordinary working conditions but with which provision is made to render available excess
power suitable for operation under emergency ·conditions. By this expedient, the
necessary minimum only is normally applied
and the various parts thus protected against
jamming or excessive mechanical friction,
while the maximum power is nevertheless
available under e1p.ergency conditions.
The invention has for its object, also, the
p!'ovision of novel means for limiting the
power in the opening and closing of a valve
or the like under normal operating conditions
and to the adjustment of the degree of power
to be applied, as well as to means of applying the maximum power of the motor in case
of emergency closing.
A further object of the invention re'sides
in the means for stopping the travel of a gate
or disk member actuated by the motor device
at a predetermined point, depending upon
the load thereon or resistance to its movement
and caused by friction.
,
A still furthe_r object qf the invention resides in the provision of shook absorbing
means for reducing the stress on the operating parts in the closing or opening under
maximum power, said arrangement contemplating allowing the driving motor to attain
substantially its full speed before its power
is applied to the valve stem for th~ closing
or opening of a valve.
.
The invention- contemplates, also; the arrangement whereby the limit switches employed are caused to remain when under load
in the particular position· set. ·
The novel control mechanism is readily
adaptable to existing va~ve structures, wheth-
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er of the rising or non-rising stem variety,
Worm 12 is counterbored at its opposite
and at comparatively low expense.
ends to provide respective cylindrical openTo this end, and in attaining the foregoing ings 25 and 26 of sufficient diameter to slide
novel features, the invention contemplates a freely over the respective bearings 15 and 16,
worm and a worm wheel connection between while the inner end of shaft 13 is axially 70
the driving motor and the valve stem or like bored substantiallytothemiddle portionofthe
member, the worm of said transmission be- worm-holding part thereof and is designed
ing axially movable in opposition to a pair to receive therethrough a rod 27 which is
of spring loading members positioned on op- pinned at its inner end to the worm by means
posite sides thereof and the said axial move- of a transversely disposed pin 28. The 1G
ment of the worm being employed to actuate splined portion of shaft 13 is, furthermore,
slotted as at 29 and 30 to permit the said pin
a contact making and breaking member.
It is-to be understood, however, that while to pass therethrough and allow of movement
the invention is herein shown and described of said pin with rod axially with respect to
as applied to the control of a motor device the shaft.
so
for operating valves and the like, the same
The annular end faces of the worm reis applicable to other mechanisms driven by suiting from the counterboring thereof are
power, whether by air, steam or electricity, arranged to ,abut ball thrust bearings 31 and
wherein the degree of power to be absorbed 32 movable on the corresponding bearing pormay be predetermined and the operation tions 15 and 16 and about which are mounted 85
caused to cease at the application of such pre- compression helical springs 33 and 34 respecdetermined power.
tively and of predetermined compressive
The nature of the i~vention, however, will force. One end of these springs bears against
best be understood when described in con- a corresponding thrust bearing and the other
nection with the· accompanying drawings, in end is seated in a flange 35 and 36 respectively 90
which:
of the corresponding bearing. The degree of
Fig. 1 is a longitudinal section through the resisting force of the two said springs is determined in accordance with the desired
novel control means.
Fig. 2 is a fragmentary enlarged vertical movement of rod 27; and the length of the
section therethrough taken on the line 2-2, springs may be suitably regulated before use- 95
Fig. 1 of the drawings, and looking in the ful movement thereof will occur. The spring
direction of the arrows.
pressures exerted are substantially equal so
Fig. 3 is a diagrammatic view of the elec- - that normally the worm 12 will be maintained
trical connections involved in carrying out in its central position when the load on the
the invention with an electric motor as the worm teeth is removed, substantially as shown 100
driving power element.
in Fig. 1 of the drawings.
Fig. 4 is a similar view with the electric
When power is applied, however, for ropower element rep~aced by an air or steam tating the shaft 13, either through motor 22
actuated element.
or h2.nd wheel 14, the said worm will first
Referring to the drawings, 10 designates tend to slide in the corresponding direction 105
a suitable casing or housing in which is along shaft 13 due to the thrust exerted
mounted for rotation a worm wheel 11, the thereby, as the resistance offered by worm
same being in mesh with a worm 12 carried wheel 11 wo_u ld ex_ceed the initial resistance
by a · shaft 13. The said worm is mounted of, for example, the spring member 34; and ·
on the shaft intermediate its ends in manner not until the resistance offered by said spring uo
to have a limited sliding motion thereon, as equals or exceeds the frictional load on the
by being splined"thereto, as shown. The outer worm wheel 11 will the latter be actuated.
end of shaft 13 immediately beyond the
As indicated in Fig. 2 of the drawings,
splined portion is somewhat reduced in diam- the said worm wheel is mounted upon the
eter to assist in axially fixing the shaft in outer end of a shaft or stem 40 which may 111
position and has secured at its extreme outer be the valve stem of a suitable valve of
portion a hand wheel 14 for manually rotat- the non-rising type (not shown), said
ing said shaft. The latter is mounted -for stem being rotatahly mounted on the top
rotation in suitable bearing members 15 and of the casing 41 for the valve. It will be thus
16 · at the respective outer and inner ends seen that the control mechanism may con- 120
thereof and which extend inwardly from end ven:iently be secured to a valve stem as, for
casing members or housings 17 and 18 re- example, by means of bolts 42 which secure
the casing 10 thereof to the val~~ casing.
spectively and bolted to the housing 10.
Within the housing 17 and also secured
In the novel combination of the worm wheel
to the outer end of shaft 13 is a gear wheel drive, the spring members and the axially 12a
19 meshing with a pinion 20 on the shaft movable worm the initial shock of starting
21 of an electric motor 22 carried by the or stopping is ·taken up and absorbed by the
housing. In this manner, the said shaft 13 said spring members; and, furthermore, the
may also be power driven in addition to its longitudinal, or rather, axial movement of
manual operation through the hand wheel 14. the said• worm may be utilized to interrupt
�1,764,986
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r
3
or to apply the supply of power to the motor tained in this condition until the circuit is
or like device for rotating the said shaft.
opened by the lifting of arm 50 through enThis is accomplished as a result of the move- gagement of the disk 45 ,with -its contact
ment imparted to rod 27 from the movement screw 46. ~Similarly, a further set of contacts
·5 of worm 12 through the ,pin 28 connecting 77 may be bridg~ through the operation of.a
the same. The said rod to this .end ·carries push-button 78 to clqse a circuit through lead
at its outer end a suitable disk 45 which may 74, no-voltage release coil 73, contacts 77, coil
be of metal suitably insulated therefrom and 80, lead 79 to the oontact cl6seq. by arm 51 and
is designed to engage with a contact screw lead 76. This -circuit will operate the con10 46 on one side or a contact screw 47 on the . tactor 80 for the starter switch to reverse
other side thereof. These said .screws are ad- the motor, and will .be maintained until the
justably secured in the correspondingly up- qell crank is rocked to lift arm 51 ' through
wardly projecting arms 48 and 49 of .a bell engagement of the disk 45 with the <;!ontact
crank whose other arms 50 and 51 respecuve- screw 47 during the forward. stroke of rod 27.
15 ly rest normally upon electrical contacts 52
The contact. arm 57.is arranged to provide
and 53 respectively to bridge a circuit pass- normally a shunt across the contact ·arm 50
ing through the respective bell cranks from and which may be closed at a: double contact
terminals or posts 54 and 55· and th~ · said switch 81 operated by a push-button or switch
contacts 52 and 53. Normally the disk is 82 so that even should the circuit be opened
20 positioned substantially :midway between the at 50 it still could be maintained by operat- 85
contact screws 46 and 47; and when it is ing the said push-button 82. The latter. butmoved toward one or the othei; to engage ton is for emergency use only and is dethe same will correspondingly rock its bell signed to proviae for additional power on
crank to lift the arm 'from the correspond- the valve stem through adjustment of the
25 ing contact and thus interrupt the circuit at contact screw 55 to allow for more move- oo
this point.
·
ment qf the disk 45 in· case the valve thereof
In connection with one of the contacts, is required to close against excessive velocity
as the contact 16, there is provided an addi- of the fluid passing therethrough which may
tional contact-making member including an result from a break in an outside pipe. It will
30 adjustable contact screw 55 which is mounted be understood that when the contact is broken 95
on arm 56 of a bell crank whose other arm or interrupted at either arm 50 or arm 51
57 is designed to 'close a circuit at the contact that the power will normally be cut off from
58 and passing through the terminal 59 and the actuating motor; and in order to restore
the said bell crank~ The foregoing contact the same for reverse direction. of operatiop,
35 elements are suitably mounted within the it will be necessary to close the circuit at an- 10c
housing 18 which is provided with a remov- . other push-button . or circuit closing means
able cover 60 so that access thereto may be for the other of the contact arms.
had for setting the adjustable contact conIn starting the mechanism for dosing the
trolling screws as may be desired.
valve, the push-button 72 will be manually
40
The electrical circuits involved in the par- actuated to bridge the contacts 71 and ,vill 11 •
ticular operations set forth are more clearly be held, for example, by the usual mechanical
shown in J;igs. 3 and 4 of the drawings and latch (not shown) actuated by the latch coil
in which 65 designates a power main for sup- 73 (no-voltage release coil) , the motor tliep.
plying electrical energy to the motor)22, Figs. operating as aforesaid until the circuit is
45 1 and 3; or, merely for electro-maghetically interrupted at the arm,, ._50. Thereupon, if it 1
controlling valves .66 and 67, Fig. 4 of the be desired to open the valve again, it will be drawings, which valves in turn control a .necessary to bridge the contacts 77 by manuprime mover 68' such as an air, steam or hy- ally actuating the circuit closing member 78.
draulic motor as a substitute for the electric Should·' additional power be required in the
GO motor shown in Figs. 1 and 3.
closing of the valve, as against excessive ve- ·
In the former embodiment, the magnet coil'- locity of the fluid passing therethrough, the
70, which may be of the usual contractor circuit closing member 82 will be actuated to
motor starter type for actuating the motor bridge the double contacts 81 and thereby
starter switch 70 , may be energized by c,los- shunt the circuit closing arm 50 so that the
55 ing the circuit at the contacts 71 through motor will be continued in operation. for a : ·
push-button or switch member 72 and manu- further period and until the contact is broken ·
ally operable, the current flowing . also at the arm 57 through engagement of disk
through a no-voltage release coil 73 to main- 45 with the contact screw 55.
tain the connection so long as the current is
Under normal operating conditions,, the
00 flowing. When the contacts 71 are thus contact screw 46 is set so as to open .the cirpridged, the circuit is through the lead 74 cuit upon a predetermined torque being a p- from o:r;ie side of the main 65,, coil 70, lead plied to the valve stem, and which represents
75, to the bridging contact 50 and through the no·r mal load thereon. -in order to in'.crease
lead 76 to the other sid1y of the main closing the torq.ue .available, as is necessary tinder·
· the circuit. The_ aforesai_d circuit is main- emergency conditions, the contact screw 55
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1,764,986
is set to interrupt the circuit at the desired
travel of the disk 45; and, similarly, contact
screw 47 is adjusted to the desired position
for opening the valve.
Moreover, the travel of disk 45 is regulated
by the degree of compressive force of the
springs 33 and 34 and which bears a direct
ratio to the torque applied to the shaft 13.
In this manner, the various contacts may be
adjusted to open the corresponding circuits
after any desired predetermined power has
been applied.
In determining the proper position at
which to set the contact screws, the control
mechanism may be operated manually for
positioning the valve, as through the hand
wheel 14, said valve being closed to a predetermined point or position wherein it is sufficiently tight. By ·this ?Per:ation, the worm
12 will be moved longitudmally along the
shaft (in the right-hand direction) and the
contact screw 47 can then be adjusted to engage with the disk 45 so that when this point
in the travel of the said disk is attained the
circuit to the motor will be interrupted.
Similarly, the same operation may be performed in setting the contact screw 46; also,
the contact screw 55.
While the mechanism hereinbefore described is shown as operated by an electric
motor, other forms of prime mover may be
substitute~, for example, an air, steam or hydraulic motor, as motor 68, Fig. 4 of the drawings, and in which valves 66 and 67 are utilized to control the supply of fluid for rotating the motor in either direction. These
valves are controlled electro-magnetically, as
by the corresponding solenoids 85 and 86~ to
alternately supply the fluid medium t.o said
motor from a supply main 87, said solenoids
being in circuit with the corresponding contacts 71 and 77 but no motor starting magnet
coil corresponding to coils 70 and 80, Fig. 3,
being· required.
I claim:
1. A contact controlling device comprising a rotatable shaft, a worm rotatable therewith and slidable thereon, a worm wheel
meshi:qg therewith to be driven by the same,
resilient means to resist axial movement of
said worm, a pair of contact members each
including an adjustable element, and a member movable in the axis of said worm and
having means at its one end, located between
the said pair of ·c ontact elements and adapted
to engage one or the other of the adjustable
elements in accordance with the movement of
said worm along its shaft.
2. A contact controlling device comprising
a rotatable shaft, a worm rotatable therewith
and slidable thereon, a worm wheel meshing
therewith to be driven by the same, resilient
means to resist axial movement of said worm,
a pair of contact elements, a member movable
with the worm, located between the said pair
of contact elements and adapted to engage
one or the other in accordance with the movement of said worm along its shaft, and a
secondary contact element beyond on~ of said
pair of contact' elements, with a circuit independently closed from a remote point, adapted to bridge the same and to be engaged by
the movable member upon further movement
of said member in the same direction.
3. A contact controlling device comprising a rotatable shaft, a worm rotatable therewith and slidable thereon, a worm wheel
meshing therewith to be driven by the same,
resilient means to resist axial movement of
said worm, a housing for said worm wheel,
worm and shaft, and end housing members
closing the first-named housing and having
sleeves extending inwardly therein to afford
bearings for the said shaft.
·
4. A contact controlling device comprising
a rotatable shaft, a worm rotatable therewith
and slidable thereon, a worm wheel meshing
therewith to l}e driven by the same, resilient
means to resist axial movement of said worm,
a housing for said worm wheel, worm and
shaft, end housing members closing the firstnamed housing and having sleeves extending inwardly therein to afford bearings for
the said shaft, means :for driving thA shaft
located in one of the said end housings, and
contact means actuated from the said worm
and located, in the opposite housing.
5. A contact controlling device comprising
a rotatable shaft, a worm rotatable therewith and slidable thereon, a worm wheel
meshing therewith to be driven by the same,
a housing for said ·worm wheel~ worm a~d
shaft, end housing members closmg the said
housing, having sleeves extending inwardly
therein to afford bearings for the said shaft
and provided with recessed flanges, helical
springs coiled about the bearings for the
shaft on opposite sides of the worm to offer
resistance to its movement along the shaft,
thrust bearings at the respective inner ends
of said springs, movably mounted on the corresponding bearings and abutting opposite
ends of the worm wheel, the opposite ends of
the said springs fitting in the corresponding
recessed flanges of the bearings.
6. A contact controlling device comprising
a rotatable shaft, a worm rotatable therewith
and slidable thereon, a worm wheel llleshing
therewith to be driven by t~e same, and the
outer end of the shaft being provided with
an axial· bore extending inwardly to said
worm thereon. resilient means to resist axial
movement of ·said worm, a rod fitting said
b_ore, means to secure its inner end to the said
worm for limited reciprocation therewith,
and contact means adapted to be actuated by
the said rod.
7. A contact controlling device comprising
a rotatable shaft, a worm rotatable therewith and slidable thereon, a worm wheel
70
75
so
85
uo
o~
100
lOG
110
lUS
120
126
130
�1,784,986
meshing. therewith to be driven by the same,
and the outer end of the shaft being provided
with an axial bore extending inwardly to said
worm thereon, resjlient means to resist axial
I movement of said worm, a rod fitting said
. bore, means to secure its inner end to the said
.worm, the said shaft being slotted to allow
for a limited reciprocation of the said contact-making member, and contact means
10 adapted to be actuated by the said rod.
·
8. A contact controlling device comprising a rotatable shaft, a worm rotatable therewith and slidable thereon, a worm wheel
meshing therewith to be driven by the same.,
.15 and the outer end of the shaft being provided with an axial bore extending inwardly
to said worm thereon, a rod fitting said bore,
resilient means to resist axial movement of
said worm, a bearing for the shaft at oppo20 f)ite sides of the worm, the outer end of said
worm being counterbored to fit over the corresponding bearing and the adjacent shaft
portion bemg slotted, a pin passing through
said counterbored portien of the worm and
· ta slotted portion of the shaft as well as the
inner end of the rod to secure the three members together and allow of a limited reciprocation of the said worm and rod relatively to
the shaft, and contact means adapted to be
30 actuated by the said rod.
.
9. A contact controlling device comprising
a rotatable shaft, a worm rotatable therewith
and slidable thereon, a worm wheel meshing
therewith to be driven by the same, resilient
31 means to resist axial movement of said worm,
a :pair of contact elements, a member movable
with the worm adapted to operate one or the
other of the contact elements in accordance
with the movement of said worm along its
40 shaft, and a secondary contact element beyond one of said pair of contact elements to
bridge the same and a circuit to which is
adapted to be independently closed from a
remote pointi the secondary contact element
45 being operab e upon further movement of the
movable member in the same direction.
In testimony whereof I affi~_ !DJ si~ature.
PETER PAYNE DEAN.
s
•
�End of this
document
�Expandable Ring Clutch (WPL)
�End of this
document
�
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Title
A name given to the resource
Subseries II-D - Legal records, 1939-1946, undated
Description
An account of the resource
Legal records, 1939-1946, undated
Identifier
An unambiguous reference to the resource within a given context
2000-06-20, Subseries II-D
Mixed Materials
For mass-digitized materials containing a mix of visual and textual items.
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Identifier
An unambiguous reference to the resource within a given context
2000-06-20_container_026
Title
A name given to the resource
[William P. and Moya Olsen Lear Papers, Box 24, Folder 4; Box 205, Folder 5 - "Expandable ring clutch (WPL)" [L-D-123], 1943-1944 July]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 24, Folder 4; Box 205, Folder 5
Creator
An entity primarily responsible for making the resource
Lear Avia, Inc.
Description
An account of the resource
<p>Items from Box 24, Folder 4 and Box 205, Folder 5 of the William P. and Moya Olsen Lear Papers, July 1943-1944. Contains correspondence, diagrams, memos, and patent copies related to the expandable ring clutch. 27 total items and original folder labeled "Expandable ring clutch (WPL) / L-d-123."</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1943-1944 circa
Subject
The topic of the resource
Lear Avia, Inc.
Airplanes--Parts
Extent
The size or duration of the resource.
28 items
Language
A language of the resource
English
Format
The file format, physical medium, or dimensions of the resource
correspondence
memorandums
patents
diagrams
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
https://digitalcollections.museumofflight.org/files/original/862e2ed0f57fa0a316b785e1661a10af.pdf
7b1604852760265de35826a4944a4da4
PDF Text
Text
/· '
----- -
, ~
Inter-Office Conespondence
LEAR AVIA I
AVJATJOlf
Memo To .. .'rQ.
1•arauMElfTS
i
•
A CC E S S O&IES
~h,q:;3e_ ~t~:t~.d .:S~lQW .. . . . .... . ... .. .. .. . .. .. .. ....
O&te . .. . November . 6., .. 194.4
. .. ......... .
From ..... . ;E_._-~-•- . ~~~~ . . ..•.••.............. . . . .•. • .•• • ••• Branch . . ...... . . . . . .. ............ . ........ . .. .
Subiect .... !:l~Qft'.l: .Q:f ..~r-W?. -~~7'.l}JG. ~~- ~Q~~ - .B., .l-9~4 ............................ , ..... . . . . .. . .
cc:
G.
H.
R.
L.
H.
w.
Bevis
N. Eklund
A. Marsen
Mosdell
Nygaard
J. M. Roberts
K. Roisland ·
E. M. Smith
w. H. Wade
Mr. Marsen stated that Messrs. Slaughter and Schall would be in Monday morning, November 6, from Piqua to get acquainted with the designs which we are working on.
Mr. Slaughter is particuJ.arly interested in the mechanical. design features, including
the Recorder; . and Mr. Schall is particularly interested in the electronic and positioning
controls. Mr .. Marsen pointed out that these n:en and others from Piqua. will be coming
in frequently in order to keep us advised of production techniques and to improve the
overall cooperation between ourselves and manufacturing.
Mr. Marsen informed us that the Flying Wing airplane at Hamilton was scheduled to f]y
. in December and that they wanted another Duplex Control unit for further tests. The
Duplex Control projects have been transferred from Mr. Nygaard to Mr. Jean Roberts,
who is now responsible for them and who is to work in cooperation with Mr. I\1ygaard until
he is fully acquainted with the subject. It is necessary that we first find out just
what Hamilton now wants in the new unit before making up the additional model. In this
connection . ten vibration resisting autosyns are to be ordered from Eclipse-Bendix.
We are to make up new Electric Head and electronic chassis units for Wright Field tests.
If it is possible to perfect the D.C. Leartron in time, that is the unit to be supplied,
rather than the A.C. electronic chassis originally supplied to Hamilton.
The shake table for vibration tests was brought up~ Mr. Ma.rsen, and Mr. Smith suggested that we contact Piqua to obtain all information available there on this subject.
Mr. M.arsen pointed out that we should discuss this with Messrs. Slaughter and Schall
during their visit here the following week.
Time off for voting was discussed and the closing of the laboratories was proposed for
5:50 P.M. on November 7. Some of the men considered that this would not provide sufficient time for those living in New Jersey to get to their respective voting places
before the late afternoon rush period. It .was decided to tentati~ely set the closing
time of 5:00 P.M. and the group leaders were to contact the individuals in their groups
'to determine if this would be satisfactory. Subsequently, on Saturday morning it was
determined that the 5:00 P.M. closing time was satisfactor.v for aJ.l concerned, and a
notice to that effect was put on the bulletin board.
TA
Let us daily strive for Perfec+ion - - -
Ever mindful t.b.ot lives will be dependent on the quality of the work we do today.
�Inter-Office Conespondenc:e
LEAR A.VIA INC •
AVIATIOJll
Memo To. . . . . . . . .. . .
&
ISSTBUME H TS
ACCESSO R IES
..... ... .. .... . ... . . .. ..... _. . . .... . .... .. . Date ..... . . November . .6., 1944 . . ....... . .
M. . Smi
... ...
... . iii
... . .............. .. . . .. . . ........ . . .. Branch. . . . . . . . - . . . .. .. . . .. .. . ·_. · - · · · · · · - · · · · · ·
From.... .. . E.
Subiect .... -~~~- 9~.
?:r.~r. ~F;+J:Nq .~:O .NO.~ EE. .·P., . .194¾.. . . .. .. .. .· . ...... . ..... -... , . -. . .
- Page 2 -
Mr. Marsen pointed out that the hall door on the 17th floor entering directly toward
the laboratories is to be looked at 9:15 in the morning, unlocked at 1:00 P.M., and
locked again at 1:50 P.M., in order to prevent unauthorized persons from enteri~_g
the laboratories. By so doing we will have the necessary protection at such times
when Mr. Hunt is not in the hall, such as when he is out on errands.
Mr. Marsen stated that any action taken by Mr.
Smith with any of the laboratories is
ta.ken in Mr. Marsen•s behalf and that the group leaders are to cooperate accordingly.
In connection with a general overall discussion on management, Mr. Marsen distributed
copies of an article entitled, "Engineer a.s Executi veu by Lewis M. Clement, taken
from ELECTRONIC INDUSTRIES of January, 1944. Mr. Marsen is in complete agreement with
the information given in this article. He pointed out that the group leaders should
consider themselves as heading departments within the overall organization and that
they are completely responsible for the output and deportment of the members in their
group. This is particularly important when considering our recent rapid growth and
becomes increasingly important as the organization expands further.
Mr. Ma.rsen sta.ted that private discussions among the· members of the la.boratories have
been brought to his attention, which have a detrimental effect to the overall operation of the organization. Mr. Marsen pointed out that the group leader where the di&cu.ssion is taking place must feel free to request those not belonging in his group to
break up such discussions so that his group can function proper]y. If such discussions
continue .the group leader should feel free to inform the group leader of the Illf;3n involved of this fact. Each of the group leaders must, of course, feel free to break up
any personal discussions among his own men that may be holding up work. The matter of
personal phone calls, both incoming and outgoing , was also mentioned as being rather
frequent. The group leaders must feel it as their responsibility to request such individuals who appear to have maey personal pho:w.e calls to limit such calls to a minimum
involving 1 primarily1 emergencies.
Whenever any of the members of the laboratories works overtime or whenever they are
absent due to any reason, a note to this effect should be sent to Mr. Bevis by the
group leader. Mr. Bevis will keep a record of this data.
In cases where men work overtime and are entitled to dinner expen se, the group leader
is to approve the petty cash slip for his men covering the dinner expense. This slip
is then to be forwarded to Bess in the usutl way.
Mr. Marsen asked that each of the group leaders establish a No. 2 man in his group who
can take charge of the group when the leader is absent. This is for the overall pu~pose
of making it possible for a group to proceed with the work in hand even though the
leader may not be there.
C
Let us daiJy strive for Perfection - _ -
'OE T
Ever mindful that lives will
be dependent
on the quality of the work we do today.
�Inter-Office Correspondence
LEAR AVIA INC •
AVIATION'
Memo To .. . . .. .
IIISTllUMEM TS
&
A C C£ 1'S SOll1 ES
. . . .. ·.. . . . . . . .. . . .. .... . . .. _.. _.. . ......... Date .....
From . . . . . . . -~, . ~ • . $¢ i?l?- . ..........
.. ... . .. . . . .... .. . .• ..•. Branch. .
Subiect ..... .~fP.It'f. O;F: .$'rU'.F: -~~l;~I(}_
J1oye.n:iber.. e, . 19.44 .. .. . . .... .
. .. .
mi;,p_ .rfO~. -~,. :I.~~4 .. . .. .. . ... ...................... .
- Page 5 -
Mr. Smith pointed out that he intends to write a report of each of these staff meetings,
and that such reports should be held confidential by the recipients. In the future
the report will be stamped "CONFIDENTIALn.
Considerable discussion was held on the subject .of signing the attendance record and
requiring the members to insert the time of arrival in the morning. It was pointed
out that several members in the laboratories objected strongly to signir1g such a
record and particularly objected to including the time. The first part of this discussion wa~ while Mr. Marsen was still attending the meeting, and at that time the
group leaders were requested to have the men include the time on the attendance record.
After Mr. Marsen left the meeting we got back on this subject, and after considerable
discussion it was agreed that we would hold in abeyance any action on this subject
until furthe-r discussions were held. Therefore, it remains that the members are to
continue to sign in as they have been doing in the recent past.
E. M. SMITH
EMS:BM
C
ID
Let us doily strive for Perfection - • • Ever mindful th.et lives will be dependent on the qu~lity of the work we do today.
�End of this
document
�.-
Inter-Office Correspondence
LEAR AVIA INC.
AVIATION
INSTRUMENTS
&
ACCESSORIEb
.. .... .... .. . . .... . Date. .
Memo To
October 17, . 1944.
. . Br•nch ....
From
E• ..M. . Smith
Subject ..
REPQE.T. OF . S'.1'.AFF. MEETlNG .HELD. OC.TOBER 16., .1944 ........ . .... . ................... .
cc:
H.
R.
L.
H.
N. Eklund
A. Marsen
Mosdell
Nygaard
J. M. Roberts
K. Roisle.nd
E. M. Smith
w. :e. Wade
The first of regularly scheduled staff ueetings was held on the subject date, for
the purpose of discussing _general problems affecting the laboratories. Those listed,
who are receiving copies of this, were in attendance.
Mr. Marsen pointed out that the Electric Head had been on a 100-hour test at Hamilton
with successful results. When the Electric Head was placed in a cold chamber it froze
up due to the consistency of the oil. This resulted in damage to the reley contacts
and caused the equipment to become inoperative. The question was raised as to supplying a mre powerful motor for the device and Mr. Roisland stated that the envelope
was sufficiently large to take a 1/2" greater stack. Mr. Roberts is to take the
subject up with Piqua relative to increasing the stack on the ootor. It was aJ.so
pointed out that Hamilton had a low temperature oil, which may be used in this
Electric Head thus decreasing the possibility of the Electric Head freezing up.
/
e recorder for the Navy was discussed briefly, with Mr. Marsen pointing out that a
etter of Intent for the initial order was imminent. Mr. Nygaard pointed out that
If' /4 the specif~cations were not yet in satisfactory form, there being several detailed
~ ints of di:tferenees.
_
·_
0 ~
/~
Mr. Marsen pointed out that the Super Hydromatic propeller project on which the
Dynamics Laboratoz:y is working will primarily be for postwar use. Mr. Eklund pointed
out that the Dynamics Lab would probably be moving to the 16th floor on Wednesdsy of
this week.
A discussion was held regarding a vibration test stand and Mr. Eklund was appointed
to delve into this subject with Messrs. Roisland, Roberts and Nygaard to cooperate
closely in the design work. Piqua is to be contacted for aey information which they
JDBY have on thi~ subject. A study of needs relative to frequency and magnitude is
to be made and existing Government specifications are to be investigated.
La'boratory equipment such as instruments and other fixtures were brought up for discussion relative to their location and individuals responsible for their care. Mr.
Smith provided Messrs. Eklund, Nygaard and Roberts each with a copy of an inventory
list of instruments that should be in ·the Laboratolti.es at this time. Also included
in this list were instruments that are on order and not yet received. It was requested
~vP.r r"in-::i+ul ~h"'t lives will be dependent on +he quality of the worlc we do trv-Ls,y.
�Inter-Offic:e Correspondence
LEAR AVIA INC.
AVIATION
INSTRUMENTS
&
ACCESSORIE::»
. . . . . . . . . . . . . . . . . . . Date ..
Memo To
From .
E._.¥. _Smith
Subiect . .
~POR~ ,QF, -~T~ ~~I~G ..~P
October 17,. 1944.
.. Br•nch . ....
ocro~~-:16, .i~.~• -...... . .... . ....... ... . .. ... . . . .
- Page 2 -
that each individual. note on his copy of the list the "Lab No.", "Serial No.tt
and "Present Location" for each of the instruments involved. It was pointed out
that this l i s t ~ not be entirely complete and that the seria.l numbers now shown
on the list 1.DfJY not be correct. In case any instruments are found that are not on
the list, these are to be added. This data should be turned over to Mr. Smith
within the next week in order that the information be correlated for further discussion at the next staff neeting as to location and responsibili-cy.
Mr. Marsen suggested that a laboratory demonstration be held for the . benefit of
all the employees of the laborato~ies, and a date of October 17, at 11:50 A.M.,
was set. Subsequently this deoonstration was held and proved successful.
It was agreed to hold staff meetings every second week, on Monday, at 4 P.M.
EMS:BM
f= vH
r-, in·:Fuf
•h~+
lives will be dependent on +he qul'llity of the worlc we do· tcv-1..,y.
�End of this
document
�ID YORK - STAFF
IIEETIIGS
�End of this
document
�
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Title
A name given to the resource
Subseries II-A - Administrative records, 1939-1944
Identifier
An unambiguous reference to the resource within a given context
2000-06-20, Subseries II-A
Description
An account of the resource
Administrative records, 1939-1944
Mixed Materials
For mass-digitized materials containing a mix of visual and textual items.
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Identifier
An unambiguous reference to the resource within a given context
2000-06-20_container_015
Title
A name given to the resource
[William P. and Moya Olsen Lear Papers, Box 5, Folder 7 - New York office staff meetings, 1944 November]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 5, Folder 7
Creator
An entity primarily responsible for making the resource
Lear Avia Corporation
Description
An account of the resource
<p>Items from Box 5, Folder 7 of the William P. and Moya Olsen Lear Papers, November 1944. Contains memorandums related to staff meetings at Lear Avia's facility in New York. Two total documents and original folder labeled "New York - Staff meetings."</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1944-11
Subject
The topic of the resource
Lear Avia Corporation
Coverage
The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant
New York (N.Y.)
New York (State)
United States
Extent
The size or duration of the resource.
3 items
Language
A language of the resource
English
Format
The file format, physical medium, or dimensions of the resource
memorandums
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
https://digitalcollections.museumofflight.org/files/original/07f4c6556f5cb404e0de1f5b68e0c778.pdf
dd4e326ba507da97460262353fda34f8
PDF Text
Text
��������������������������������
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Title
A name given to the resource
Subseries II-A - Administrative records, 1939-1944
Identifier
An unambiguous reference to the resource within a given context
2000-06-20, Subseries II-A
Description
An account of the resource
Administrative records, 1939-1944
Mixed Materials
For mass-digitized materials containing a mix of visual and textual items.
Dublin Core
The Dublin Core metadata element set is common to all Omeka records, including items, files, and collections. For more information see, http://dublincore.org/documents/dces/.
Identifier
An unambiguous reference to the resource within a given context
2000-06-20_container_013
Title
A name given to the resource
[William P. and Moya Olsen Lear Papers, Box 5, Folder 4 - Set-up of New York metallurgical laboratory, "metal powders," and "powder metallurgy," 1944 April - June]
Source
A related resource from which the described resource is derived
The William P. and Moya Olsen Lear Papers (2000-06-20), Box 5, Folder 4
Creator
An entity primarily responsible for making the resource
Lear Avia Corporation
Wico Electric Company
Description
An account of the resource
<p>Items from Box 5, Folder 4 of the William P. and Moya Olsen Lear Papers, April to June 1944. Contains assorted documents, including correspondence, memorandums, and a Wico Electric Company booklet, related to the setup of a metallurgical laboratory at Lear Avia's New York office. Eight total documents and original folder labeled "General."</p>
Date
A point or period of time associated with an event in the lifecycle of the resource
1944
Subject
The topic of the resource
Lear Avia Corporation
Lear, William P. (William Powell), 1902-1978
Coverage
The spatial or temporal topic of the resource, the spatial applicability of the resource, or the jurisdiction under which the resource is relevant
New York (N.Y.)
New York (State)
United States
Extent
The size or duration of the resource.
9 items
Language
A language of the resource
English
Format
The file format, physical medium, or dimensions of the resource
correspondence
memorandums
catalogs (documents)
Bibliographic Citation
A bibliographic reference for the resource. Recommended practice is to include sufficient bibliographic detail to identify the resource as unambiguously as possible.
The William P. and Moya Olsen Lear Papers/The Museum of Flight
Rights
Information about rights held in and over the resource
In copyright
-
https://digitalcollections.museumofflight.org/files/original/a7acd251131907db10a01a38c6981790.pdf
94af8f615ce019c90168fa558cf2bd25
PDF Text
Text
11 !LQ I A I l! ll I - 12(17./41
Jtes
Lallnrato,:y 8 et-up ·
«
Coatei'94 with T. S. Harri• regarding apace, an4 explained that 1 t won't be neoe■aary to have the apace by the beginning of th• year. I told him that l intend to
finall7 select it in a week or ten day• (e.g. b7 December 26th).
I also told hi
that Mi11 Xornberg agreed to mo•• the export office to the laborato17.
We t1niall7 di1cua1ed O'Donnell and the Rooaevelt 11el4 ••t-up, and asked him whether
he intend• to ehip radio •~u1pment for ·1natallat1on at looeevelt lield. H said he
think• we will . ship coneiderabl• eq,uipment, and we agree4 that if such were the ca••
it would be bet\er to keep the llooaevelt lield aho-p and meobaniot aa 11. He aai4
he would talk to 874 Beab1,,· to orrow whea he eta to Piqua. He also agreed that
o•·DoD!lell oould work bet een lie York aa4 lloo1eTelt 11eld and ~irect th~ •ervice
aotiYi\i••• 0 1Donnell~oul4 ,hem do &Q7 requ ats that Piqua
ale• on the Bew
Tork ottioe fro the laborator, ap ce, e •• aub-contraot1nc. aeryieing, purchaee•,
and even ptnonnel reoueat .
Harrie in1i1ted that I apen4 no time on letter• from Dick M()ck regardiag anythin, to
de for him tor Ohio, that U' such arrive, I 1hould erel tum it ver to the other
~•rtonnel, •· • M1e• Kornberg for handling a beat a• they could. Be alao said that
it such aet1on required them to send •n tro Fioua to Bew Tork to atten4 to
th1ng1, it 1a quite 11 r·giit with hi 1, but th , -x should h let\ free fro Q7
rout1~ or re ue9ta from Piqua, and to concentrate o the l bontorJ' proJeot.
th•••
Ia my d1ecuse1 n w. th hi o! the ~-an trial. he waa pleaae4 the
y Dugan meaae4
up ht• caee. I told im bou RCA wanting to
clea~ re model• etc., •n4 that
Bill aa14 that we could build the ~o4•1•, etc. in the laboratory oureelvee. Harrie
AG.recd that thie. would 'be okaJ.
•t•
110117, w di~cueed th Hamilton Propell•~ meeting vi.th Martin, ant he v a verr
muoh enthn•~ bout -pro1pecte.
,fJ • 1d th t when I nrepare thi
conferenoa report
! ehoul4
rk t -••• rtap rt• ·CODIDIHUL w1 th a copy tor Lea:r,Harril aad ock a.ll
encloae4 1n an envelope add.re• ed o Yilli~ P. I.ear, marke CODIDD!I.AL. In. ihta
v.,- Ihle intormaU OD will not be opened or Tie.wed by othen. and Lear would die tribute the r norte.
• •• •• • •• •• • • • •• • • •• •
�End of this
document
�Jar·
~-Off. ce Conespondenc:
LEA.R AVIA
AVIATION
w
l1'STIIO'MENTS
&
•
C. ;; 1942
ACCESSOAIES
Date ... ..l?E?9fJif11?e:r. .4,.
~
~94? .. . . .... : . .. ~--~
Memo To. -~-•- _
Ri~!J:~rd)~~~s~~
. .... . .... ... ...................
From . .Mr.•. .Al. Q •.Donnell. ......
. .. .. .. .... .. ........... .... Branch . . Atlantic.-· Rcose"l,Z"elt. Field ....... .
Subiect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . -...................................... · . · .. , . · . . . -· · · · · · ·
Dear Dick:In accordance with your recent request, I have been giving considerable thought to
the proposal to move the Roosevelt Field office and shop to New York ~ity to
operate in conjunction with the proposed experimental laboratory. I therefore
submit the following as a few of the most outstanding points to. be considered.
The most important factor, naturally, is the matter of revenue to be derived -through
sales, installation end service work in the future. This must be sufficient, of
course, to justify operations regardless of where the service department is located.
te have been somewhat handicapped in the more recent past by the factory's inability
to produce the equipment we required, and therefore lost a considerable number of
sales for this reason, eyen though the customers priority rating was fairly high,
end even A-lA is some cases. I understand most of the underlying reasons for this
condition, perhaps the most important, was the fact that the Sonora Company failed
to do an adequate job of sub-contracting for many badly needed units. While we do
not expect to do the volume of business in the number of installations such as we
had a yee.r ago, I firmly believe we could maintedn the approximate sales value and
justify our existence if we coula get the equipment, as the potential buyers who are
still using Roosevelt Field for service, such as the Texas Company, Republic Steel,
Ranger ircraft, etc. are in the market for larger equipment. Our other real and
prospective customers include members of the Civil Air Patrol Task Forces based in
the east and a considerable number of C.P.T. operators and also the J.:rmy and Navy to
some extent. We have recently bid upon and have had endorsed by the U.S. Army A.F.,
First Mapping Group, an order for 50 UT-6, RCBB combinations and accessory equipment, including installation of these units, and this is now pending Signal Corps
approval. As we are called upon to install neerly all the equipment we sell, it is
necessary that we have some facilities at the airport for making these installations.
n· a aH,ion 'to installa.tions we are st1Iraoing a air ·amouri o
~vice
on
airplanes that are flying into the_ f;i.e1::d and we vmula natrrr~TWm!,·"'thi
we did
not maintain an office here.
~
I
i
The tools and shop equipment that we now have at Roosevelt Field consist mainly of
_____ the following: Jig-saw, drill press, vises, cable swedging tool, oxy-acetylene welding equipment, frequency standard, and test meters. I do not feel that any of these
would be particularly suitable for your precision
laboratory work.
,
.
Both of my two men are primarily air era.f t and radio mechanics, and I believe would
have little or no value to you in laboratory work, having had no precision machine
shop or engineering education. However, as aircraft radio mechanics they e.re not
replaceable having accrued three or four yee.rs experience with us. £lthough I have
I
Let us daily strive for Perfec+ton - - -
Ever mindful that lives will
be dependent on the quality of the work we do today.
�- 2 -
Mr. Richard Marsen
December
14, 1942
not broached the subject of moving the shop to New York City to them, I feel
reasonably sure that neither would make the trip daily, as one man lives over
70 miles from New York City and the other about 40 miles. I also know it to be a
fact that both of these men have been offered jobs with aircraft factories here on
Long Island at some increase over what we are able to pay them, but have turned
down these offers mainly because of their long service here and a desire to advance
themselves ·within this company. I am quite sure that the e.dded expense of traveling to New York plus the inconvenience would more than outweigh this and we would
p r ~ ~ e.. tb.em.. While on the subject of traveling expenses, it mrglftoe · wise
fuconsider the fact that if we plan to operate an installation or service department from New York City, we would either have to charge a higher t,a.te. to, oo¥Qr the
traveling ti,m~ ~d expe~ses or absorb _t~~- in oyerp.ead. In either case I am afraid
we would lose out. Tnere'fore ! ~consider it an absolute necessity that we maintain
at least shop f~cilitie~ at Roosevelt Field for installation work both for the
purpq·se· of elimi~ating this travelin~ eXJ?,ense, keeping o~ _..,2resent men and the
facility of -..
tc;iols and;~equipm,,erit at ·tne . airport, and if ·we ·xeep the· shop here,
it will also be necessary to keep someone here in the office and 9_}).ow room as the
\ men are usually workin i
gm.e re111ote ~gar on the f:i..ela.""and would be unable to
t answer the telephone or see customers at all times.
As to my own ~i!Ile, it is very possible that _I could spend considerable time in the .
New Yer o'Tfice when not actually being required at the field for technical assist t
ance or expedi ~~-..for Piq,u~ M~tJ?4J.al Control.
To summarize the situation, it all boils down to this: If the factory intends to
produce enough radio equipment so that I can reasonably expect delivery within 30
days on orders accompanied by A-lA priority rating or higher to the extent of, say,
a monthl...z ~!m~. of tcmr J..M~--:-l2' s and T30~ _RCBB combinatio;ns or ~heir component
units, one UT::i, one AJJF-7 or 8 1 it will certainly be worth while to maintain the
Roosevelt Field office and shop from a profit-and-loss· stanctpoint' in addition to the
long-rc3.l-ige advertising value of good wi1I .to-4 the company, preserved by the continuance
of service. On the other hand, if the production of the type of e~uipment that_we
r 1,lj,.r.e • s_,.d9u,,p~ru1, t,hen it b~g~Il!~s-«a - pia~ter of ·.executive ju;risd.iction a s to wh.ether
a
t w.e should continue here. Certainly, the slight reduction in the overhead
effected by moving to New York City would not be commensurate with the loss in s ales,
service and good will to be expected by such a move.
These are about all the things I can think of now, but plea se be a ssured of our
willi ngness to cooperate with you and the others in every way possible •
.ARO/pr
CC: Mr. W. P. Lear
Mr. T. S. Harris
Mr. R. Mock
Mr. Sydney Nesbitt
�End of this
document
�f. I.
a.
A.
rr11
..._bar 12,
ar••a
In York /.
In York Office
Dear
turt,
I diacua ed the t8.tt r of Mi•• loraberc vitt.g he~ office in\o
laborato17,
d th1a 1• aov arra •4 • 7ou pl
••
be
be fr• to !oen h1a t1 e b t en
lo ~ir.ot th ae 1v1t1•• f
tol4 or»onnell o write ad►
and
oon7 ·h ell 7ou. ehoul
re-
......,,__...,,o..~c.,._~~;;, - . - ~ I
...
1th Jill thit weeken4, I wil
atten re\ ing to the Wew Tor.
4 r ort next w ek.
i ~Ce:- 1., youre •
oo to I. M. Mook
.· nc
th1a
and w111 writ•
�End of this
document
�LEAR AVIA
AVIATION EQUIPMENT
AND
ACCESSORIES
PIQUA,OHI0
December 9, 1942.
Mr. Richard A. Marsen,
17 West 60th Street,
New York City, N. Y.
Dear Dick:
r. Nesbitt wrote yru a letter yesterday, outlining
the program of consolidating the Roosevelt Field staff
with your offiee, and Mr. Gelin wrote Miss Kornberg
sending you a copy also on the same matter.
You will be the head of that office, but you are to delegate to O'Donnell practically all of the routine work, and
any service demands that are made on your office fran this
office so that you will be entirely free and unhampered
in pushing through the development work that you are working on.
The two mechanics that will come over with some machinery
from Roosevelt Field, wi
probably be primarily on the
work of servicing Lear radio and Lear electro-mechanical
equipment on t)le E~eaboard, but they will be available to do mode!' sfiop worK for you during any time that
they are no occup1e onec this service work, and it is quite
probable t t i t will work out that they will be able to
give yo1.1 a large amoont of time. This may not be an entirely satisfactory arrangement from your point of view,
because you will be unable to be assured of their time always.
However, I hope it can be worked rut in a way that will prove
practically satisfactory. It would probably mean that any
hurry-up model shop work that you had to have, yo should
always have done outside, and of course, you can use O'Donnell
in working with these outside jobs on your work.
I would like very much to have you express any ideas that you
might have on the program as it has been outlined.
TSH
elg.
�End of this
document
�·-
b •Office Conespoadenc<
LEAR AVIA INC.
AVIATION
Memo To . . -~~. ~~?h_ar~. ~.8.~~~~-~
From .... _.!~F~
IlfSTBUM ENTS
&
ACC~ISQAIES
. . . . . . . . . . . . . . ... . . . . . . . . . . • . . . •
Date ... P.~C:~~?~~.
.A;I-1?~~- -~~- 9.'.l?C?!lP:~it.................... .. Branch ..
!tJant;i..G
."7".
~-'· )-94~ ....... ...... .
Rocse:v.elt. Field . . .... .
Subiect ........................................... ............................................ , .... .
f
Dear Dick:In acccrdance wi.th our telephone con-"ersa tion of yesterday ,
I
am sending you this memo briefly outlining our activities here
at Roosevelt Field . The following should make it pretty evident
that the removal of the · service de_~:::artment frcn Roosevelt Field
to New York City would be , to say the leas t, impracticable .
I should say that fully 0% of 01!!:._ business is the installation and service of ircraft r~dio ec;ui;pm..e1:..t , and. 7;}1ile it is
somewha!._lilll~~~ due .t,o. ..~ . ~ ~,="""...--£ ·
. r;,nc!.i~i9.,ns_ in._ Hie east ,
the fa ct !'~!11!!,.~ns that Rop~~~i:, l~~J.d is still ayai~_?-b}-~ ~~ many
\ of the commerciaT ccrnpan.ies who are still flying their "strips,
such as the Texas Com any, Republic Steel, Ranger Aircraft, etc .
In addition to this, .e hcve numercus ships of the Civil Jlir Po trol
in the various b s,._,3 :~ere in the ea st :- he ccme to Rcosevel t Field
periodically fer service and installation Fork, W1ci then of course
there c.re still the C. P.T. Cross Country Tr-ai:ning ope:r:dors who
occasionaily re 'j_uire equipment and service. nre h ve also installed
equipment for the Army and have had to service N vy shios.
Naturally in these times it is impossible to make defir,ite
time appointments. In ether ords, these people know we are here
and just fly in whenever they 1 need service . Therefcre, if the
service departmen+. were removed it would na turally disccntinue
this type of Sc vice.
1
As I mentioned to you yesterday, if it ~ere me~ely a matter of
reducing overhead we could h&ve, months a go, moved outside of the
field to secure lm.er rental, but .·e felt that the lo~s in business
by not being on hand rhen the custcmer arrives would be tee great
to compensate for the saving in rental. Ort repeat my &nalogy
of yesterday - if ycu run a gas station, you must have men on ha~d
tc fill your customers tank when he drives in, etc.
Let us daily strive for Perfection • - -
Ever mindful ~at lives will be dependent on the quality of the work we do today.
�-I
•
r
•-,
- 2 -
December 8, 1942
Mr. Ricbard Marsden
Since I m not entirely informed on the exact nature and
functions of the proposed labcrr.tory in Ne Ycrk City, I am
not sure ~hether or not there ~ould be any rdvant ge i~ hrving
our service raen located there from the point of vie-:. cf helping
in the lab v,hen not otherwise busy . On the other hand, it
might prove more advantageous to have the service station at
the airport for possible ex)eri_aent.!"ll or aevelopment work in
connection with the labor tory if it ever requires any flight
resecrch, such &s the l2bs of Sperry and Kollsman have. Both
of these compRnies maintain both ships and service men at or
adjacent to Roosevelt Field for this purpose.
These are about all the things I c n think no w, but .,=->lease
be DSSured of our willingness to cooperate with you and Dick
Mock in every way possible.
Bes: rJ7t_
Al~
Ji.RO:pr
Donnell
�End of this
document
�~~~~UW[~
DE
Dea
, • ..; 11
LG wb
\
O 19 2
�End of this
document
�~
-Office Correspondence
LEAR AVIA INC.
AVIATIOlf
1 • s t a U M ENTS
&
ACCEISO.lilJES
Memo To . ... rfq-_• .Ej,.ypa~c;l. Mal:"$?A ... . . .. .. . .. . .... . ...... .. ...... Date . . . De.c.ember .8,. 19.Li.2........ .... .. .
From.. . .
_Sydn~Y. _Ne_s_[!i :t:t. ... .
-v~r.~./i, l if . .
Subiec:t . .. . . -~~~~~.1:~ . ~'.8:1:--?~... .. .. . .. .. .. ... ... . · · . .. ·
DEt § 1942
. Branch...... ~lsis.
l)():o.t , . . . . . .
...
..
· . · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · · •· · · · · · · · · · · · ·
cc:
T. S. Harris
C.. E. Mead
H. C. Morrison
Now that your laboratory
in New York, it immediatelv suggested
the rossibilities to us of combiP~nP our present three offices around Ne York
under one roof and one head . This suggestion was discussed this morning with
the above 7 entlemen, and it was unanimously decided to bring about this desirable
arrangement if j..t met with your approval.
R5o-ht now we have t wo aircraft ra.dio mecbanics at Roosevelt Field who could come
to Pi~ua for a course in our electrical mechanical equipment TTith the object of
pre qrir.g them for service work when called, also they, of course, could carry on
doing radio service work at which they are now spasmodically e~aged. These men
woul
ork. out of the Central New York office and laboratory - shop under the direct. supervision of Albert O' Donnell, who could be your assistant.
The arran:;ement would be, of ,ourse, to have OI Donnell carry on as before in charge \
of the ServicP Dept. leaving you free to cari--y on with your research and experimental
engineerin work undisturbed. The rather well eouip-:ied machine shnp . tools etc. at
Roosevelt. F'
o al. and it 1.s sm:~1es
· iav in ren1.1ingpre1I'ises that. one of the r . .
lar e enqu h ~ ~ o d a t e the Service Dept. A
soace appro imately 20' X 20 1 should be am le for benches, stockroom, etc.
,;;,."",~~.----=~i~--.i..--~~---""'..-t',_~..,,. , ,.
0 1 Donne
for the past year, in addition to his duties as Atlantic Division Manager,
has bee~ doing a lot of expedi tin~ for our Pt chasinF and Suo-Contra cting Departments, and he will continue these duties. You will find him a man easy to be adapted
to practic~lly any sort of a job . His background is in practical electrical and radio
mechanics, and is verJ de endable and loyal to Lear Avia .
Miss Yetta Ko nber,:r in our Exoort Division i~ an exceeding-ly capable young woman
who, besides beiDP;; an excellent secretary witn rood speed in shorthand and typing,
is a student of laDa'Yllages B.nd is capable of doing her own thinkinP and 1sing- i1 i tiative . She could make her headquarters in _____..... office also a.nd assist you . There
is a 01.mo- lad at Roosevelt Field known as Miss P8.t Tu.paska who is Mr . 0 1 Donnell ' s
secretary 'horn vre could offer to continue with us in her p resent capad ty, al tho h
her- comutinp might present a problem h "ch she co1ld not overcome, however, this
could be discussed.
We are attempting to standardize all our Service Department forms, method of han~ling,
a~d general policy for all our bnanches as we are fast fetting into a position of
having to give more and more service as greater a antities of our ecuipment are released into the field. The demand is imnediate and ue want to get it orF-anized as
seon as possible. Your views on the above at your earliest convenience will be
appreciated.
Let us dlti!y strive for Perfection - - -
Ever mindful tilat lives will be de·pendent on the quality of the work we do today.
�End of this
document
�...
··~ ..
~
�End of this
document
�
Dublin Core
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Title
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Subseries II-A - Administrative records, 1939-1944
Identifier
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2000-06-20, Subseries II-A
Description
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Administrative records, 1939-1944
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Dublin Core
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Identifier
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2000-06-20_container_012
Title
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[William P. and Moya Olsen Lear Papers, Box 5, Folder 3 - New York office set-up, 1942 December]
Source
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The William P. and Moya Olsen Lear Papers (2000-06-20), Box 5, Folder 3
Creator
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Lear Avia Corporation
Description
An account of the resource
<p>Items from Box 5, Folder 3 of the William P. and Moya Olsen Lear Papers, December 1942. Contains correspondence and memorandums related to the setup of Lear Avia's New York office. Seven total documents and original folder labeled "Re New York office."</p>
Date
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1942-12
Subject
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Lear Avia Corporation
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New York (N.Y.)
New York (State)
United States
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8 items
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English
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correspondence
memorandums
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The William P. and Moya Olsen Lear Papers/The Museum of Flight
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In copyright