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IMPROVEMENTS IN ELECTRIC VEHICLE MOTORING AND REGENERATION CONTROL.

1. INTRODUCTION.

This invention applies to the electronic control of battery powered vehicles, such as electric bicycles, scooters and golf club transporters (ride-on and walk-behind), which use permanent magnet or shunt d.c. motors.

Regeneration (energy return and braking) in application to battery powered vehicles is well known, but not as widely applied as one might expect. A fairly common misconception is that d.c. motors are only capable of returning energy to batteries when rotating at greater than their no-load speeds, that is, when back e.m.f. exceeds battery voltage. The use of Class B (so-termed) current chopping can result in useful energy return commencing at speeds well below no-load speed The electrical circuits we have developed, together with, where needed, our new Reversible Overrunning Clutch Assembly, provide a low cost and easy to execute system for achieving this. The benefits of energy saving and regenerative braking, together with easier and more responsive control, can now be more widely incorporated in product designs and used to advantage in marketing. Accordingly, we have lodged Provisional Patent Applications to cover the various areas of novelty herein discussed. Adoption of our system will add little, if at all, to production costs, and will therefore be attractive in today's increasingly feature and energy conscious markets.

2. FEATURES.

Our controller and power module combination has the following main features:

Linear control of motor torque, regenerative braking, and energy return to battery.
Control of all functions, including neutral, by a single potentiometer.
Pulse modulation for optimum efficiency.
Reduced and controlled stall current.
Wide application to most types and sizes of electric vehicles.
Simplicity and low cost.
More responsive and easier to operate than the general run of electric vehicle controllers.

3. SAMPLES.

Subject to the terms set out in 3.2, we can now supply samples of our composite controller/power module for evaluation. The photographs below show the vehicle we built as the test bed for our development programme, and the finalised controller we will supply (now much smaller than when the vehicle photograph was taken in the early part of the development).

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3.1  INSTALLATION.

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INSTALLATION   DIAGRAM.

Installation for evaluation is very straightforward, as is clear from the diagram. The steps are:

Select position for, and mount, main switch, ammeter, controller and potentiometer. First mock-ups need only be rudimentary, e.g. brackets on bicycle handlebar to carry switch, ammeter and potentiometer.
Connect battery leads, motor leads and length of cable (Rs) to controller terminal blocks.
Make the cable connection between potentiometer and controller (solder cable's three leads to potentiometer, following the colour code we provide).

We will supply:

The composite controller/power module, on heat sink.
One slide and one rotary potentiometer (use the  more suitable for the application).
Length of 14/0.14 mm cable, used as Rs.
3 pin crimp housing and 1 metre of cable, to connect potentiometer to controller.
Our suggestions on how the evaluation may best be carried out.

3.2  TERMS.

  1. We will supply samples at $US 150 each, including airmail postage, but excluding any other cost  such as duty, should it be payable.
  2. These samples are for evaluation purposes only. No form of guaranty will apply, nor will we be liable for any damage, loss, or personal injury, arising during or after evaluation.
  3. These samples are covered by a Provisional Patent Application. If, therefore, they are copied or in any way exploited before licensing by us is completed, we will have grounds to recover damages upon issue of patents.
  4. Whilst our activities are now in research and development, we also have   manufacturing experience and as part of these terms, will be pleased to assist in organising, if requested, suitable sources of supply of bulk quantities of our controllers, ex Australia. We have not yet sought firm production pricing, but are confident this will prove highly competitive with existing systems, particularly in view of the new features we are introducing. This comparison will be further improved when production volumes warrant the change from through hole to surface mount technology.

3.3  TO ORDER A SAMPLE.

An email to us at pflemming@bigpond.com will set the wheels in motion. Please tell us initially:

The type of vehicle involved, e.g. electric bicycle.
The rating plate details of the motor(s) in use. PLEASE NOTE that our samples only operate with 12 volt batteries and motors, at this stage.
The maximum stall current you wish to apply. This will determine the length of 14/0.14 cable we send  for fitting as Rs, also the ratings of the mosfets we assemble to the PCB. At this point, we can accommodate up to 60 amps, using our present PCB and a larger heat sink. Should even larger currents be required, we will use multiple mosfets, mounted separately on the heat sink.

4. APPLICATIONS.

4.1.  INTRODUCTION.

Figure 1 illustrates our system's torque output vs. potentiometer position, where the potentiometer, rotary or slide, has a linear resistance track.

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4.1.1  MOTORING.

At starting and at all operating speeds, the selected position of the potentiometer in the motoring zone provides linear control of torque from zero to the maximum available from the motor at its current speed. Maximum operating current and torque are set by the user's choice of Rs, the low value resistance (0.01 to 0.03 ohms) in series with the armature.

4.1.2  BRAKING, REGENERATION AND BATTERY CHARGING.

When braking by using our system, regeneration and return of charge to the battery result, simply by moving the potentiometer through neutral to the regeneration zone. The amount of braking and the rate of charging are user controlled from zero to the maxima available at the current speed.

In our system, braking and regeneration always occur together. This is because the motor is acting as a generator, and external torque is required to drive it. This external torque is supplied by inertia, when vehicle and contents are slowed, or by gravity, when travelling downhill and braking to control travelling speed. Additional mechanical braking should be retained for heavy braking in an emergency, and for coming to a dead stop. Our braking and regeneration are zero at zero speed.

4.1.3  BENEFITS.

The benefits of our approach are:

Ease of use.
Energy saving.

EASE OF USE.

Motoring and braking are smoothe, being linear, and are both done with the one control, a potentiometer. The convenience and simplicity this provides will be apparent in the application examples which follow.

ENERGY SAVING.

Normally, energy is simply lost as heat when a brake is applied. By causing the motor to act as a generator and brake, around half the energy in question is saved by its return to the battery. Some loss due to friction and wire resistance is unavoidable.

To the user, this will mean greater travelling distances between battery recharges, and lower running costs. Collectively, it will help to reduce the fuel burnt in power stations which goes to recharge batteries, and will therefore help to reduce pollution.

Examples of the application of our approach now follow.

4.2. ELECTRIC BICYCLES.

The main market in developed countries appears to be to those people who wish to save money, reduce pollution and get exercise, but who welcome, or indeed need, a power "boost" on the steeper gradients they encounter.

Peddling uphill, the ideal approach is therefore to divide the required total torque between the motor and the rider, the rider continuously determining the proportion that he or she will contribute. As will be clear from Figure 1 and Figure 2 following, this is readily done with our system, simply by rotating the handle grip on one handlebar from the Neutral Zone to the chosen position in the Motoring Zone.

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Travelling downhill, the rider simply rotates the handle grip into the braking/battery charging zone. The handle grip rotation chosen will vary with the steepness of the hill and the speed at which the rider wishes to travel. The rider may also decide to peddle downhill, so as to increase the rate of battery charging, thereby adding to the recharging occurring due to gravity (more precisely, to conversion of potential energy).

The attraction and simplicity of this system results from the control of torque in place of speed. At all times, the rider determines how little or how much effort he or she will apply to peddling, and rotating the handle grip will become as automatic as operating the foot throttle and brake peddle of a car with automatic transmission. Indeed, the analogy is a close one, with our new rider having even easier control by turning a single handle grip, rather than having two peddles to operate.

Existing and intending electric bicycle manufacturers who order sample control and power modules from us, will require to provide their own handle grip/control potentiometer mock-ups for the advanced stages of their evaluation programmes. The mock-ups can be readily done with off-the-shelf motorbike handle grips and throttle cables, connecting to slide-pots and spring returns. In production, designs based on handle grips turning rotary pots through plastic spur gears, as illustrated in Figure 2, will provide a lower cost approach.

We remind those interested that our intended course is to arrive at one or more licensing arrangements. We do not intend involving ourselves directly in manufacturing or supply. We could, however, consider continuing associations on a consultancy basis.

 

4.3. WALK-BEHIND GOLF BUGGIES.

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4.3.1. BASIC BUGGY FUNCTION.

In this application, the handle grip slides on the handle tube with a travel of about 5 cms (2 inches), this motion being imparted to the slide type control potentiometer by a connecting rod. The enclosed compression spring will typically require about 0.5 Kg (1 lb.) to commence its compression and about 1.5 Kg (3 lbs.) for full compression, that is, for full travel of the potentiometer. The golfer will simply walk behind the buggy, pushing on the handle grip with a force within the range of the spring, and our control system will do the rest. The motor will power the buggy on uphill sections and apply braking and return battery charge on downhill sections, at all times adjusting automatically to varying gradients. Our system not only automatically adjusts to gradients, but also to the golfer's walking speed.

This is far superior to current buggies we have examined in Australia. All are speed controlled by varying the voltage to the motor armature. The problem is that, for any voltage selected, speed varies considerably with motor load and hence gradient. The result is the need either to vary the control setting frequently, or to speed up and slow down one's walking. This hit and miss "control of the golfer by the buggy" can be particularly irritating if one is walking alongside a companion, or manoeuvring around tees and greens. Often, this leads to the golfer actually pulling back on the buggy, thereby wasting battery energy. In contrast, the comfortable 1 to 3 lbs. applied forwards by our golfer throughout the round saves battery energy, adding to the main saving through regeneration.

A further problem with current buggies is lack of braking. These days, the call of "FOUR" can either mean a ball in flight, or a buggy running away, downhill. With our control system, the buggy is left with the handle grip in the regeneration zone. If released on a steep hill, our buggy will creep slowly down, without the likelihood of damaging itself or injuring someone.

For those golfers who, in addition to welcoming our system just described, may want to retain hands-off cruise control on long level fairways, we have also developed and tested a controller with two potentiometers. The control handle grip and first potentiometer are as shown in Figure 3, The handle grip has the added function of rotating, in the neutral zone only, the second (cruise control) potentiometer, which is operated by a sliding extension of the connecting rod. We have thus been able to maintain the simplicity of single handle grip control, with automatic changeover between the two modes of travelling.

 

4.3.2. REDUCTION DRIVES.

To gain the benefits of regenerative braking and energy recovery, chain drives or straight-through gearing, preferably helical, are essential on walk-behind golf buggies. At the reduction ratios involved, worm drives will either lock up, or run so inefficiently as to nullify regenerative energy return.

 

4.3.3. OVERRUNNING CLUTCHES.

For ease of steering around corners, a means of catering for the rotational speed difference between the two driving wheels must be provided. In this regard, we have seen buggies with a separate motor driving each wheel, and there are probably buggies around which include differentials. However, the great majority employ overrunning clutches and this provides a good low cost solution.

To incorporate regeneration, it is necessary for the wheels to drive the motor and this, of course, cannot happen with the above unidirectional overrunning clutches. To overcome this, we have designed a solenoid operated reversible overrunning clutch which interfaces with our control system. In the motoring zone, the motor drives the rear wheels, with the outer wheel overrunning during cornering. In the regeneration zone, the wheels drive the motor, with the inner wheel being overrun during cornering.

A further feature of our clutch is that when de-energised, it completely frees the wheels from the motor and reduction unit. This applies whenever the main switch on the buggy is turned off. The buggy is then free to be pushed or pulled with minimum effort.

As the design proceeded, it became clear that the unit would have applications well beyond our golf buggy. Accordingly, we have lodged a separate Provisional Patent Application and have added  a separate page to this web site, giving details of the design and it's applications. Whilst we have not yet completed prototyping and testing, we are confident regarding performance and cost viability.

 

4.3.4. EVALUATION BY INTERESTED PARTIES.

We propose that existing and intending golf buggy manufacturers evaluate our system in two stages.

  1. Obtain a controller/power module sample from us and trial it in a buggy with its overriding clutches locked up, or the drive otherwise made solid. Whilst this will mean straight-line travelling in the main, it will allow adequate evaluation of the excellent "feel" of the control system, along with establishing the benefits of regenerative braking and the return of charge to the battery. It will be necessary to mock up a suitable handle assembly to perform as illustrated in Figure 3. We can supply a drawing of our prototype, if this will assist.
  2. Prototype and fit reversing overriding clutches, based on clutch springs and basic drawings we can provide on agreed terms, but customised to best suit the manufacturer's present or intended configuration of motor, reduction drive and wheel axles. We expect to make springs and basic drawings available in the next two to three months.

We are confident that the results of such evaluations will bear our own vehicle tests, and our claims arising from them.

 

4.4.  SCOOTERS, GOLF CARS AND SIMILAR VEHICLES.

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4.4.1. PRESENT PRODUCTS.

Our research indicates that:

  1. Most manufacturers are not tapping the full potential for regenerative braking and for optimising efficiency by return of energy to the battery.
  2. Most sales are of units with a single motor, reduction gears, a simple (not a limited) differential, and single braking via the motor shaft. These vehicles are subject to wheel-spin, with loss of power or braking, when on a slippery surface under one wheel, or by inside wheel lift during cornering. Four-wheel scooters can also lose traction by lifting a rear wheel when mounting kerbs At least two scooter manufacturers in Australasia are fitting a motor, reduction unit and braking on each driving wheel, in order to avoid the shortcomings of simple differentials.
  3. Pulse Width Modulation (PWM) of voltage is now generally used for control of motor speed and therefore indirectly of motor torque. Our system is more rapid and responsive since we control motor torque directly.

 

4.4.2. OUR APPROACH.

We believe that adoption of our reversible overrunning clutch and control system in these product groups has the potential to:

Reduce total cost.
Improve operating safety.
Provide more responsive and user preferred control.
Provide regenerative braking and return of battery charge over an expanded range of speeds and in a greater proportion of vehicles.

 

4.4.2.1. REVERSIBLE OVERRUNNING CLUTCH.

We introduced this concept in Section 3 on golf buggies. In that application, the motion is forward only, except when the main switch is turned off, in which condition the buggy simply freewheels in either direction. The added requirement in this present application is the need to reverse. In this regard, our clutch design operates equally well in either direction. Thus, all that is required is to switch electrically to "reverse" and the three requirements, motoring, regenerating and cornering, perform equally as well as in the forward direction.

 

4.4.2.2. CONTROL SYSTEM.

We can deal briefly with this, since the basics are essentially the same as have been outlined in Sections 2 and 3. In summary:

Only one control potentiometer is required, unless cruise control is added. To do this, a second potentiometer is included, along with a changeover switch and our expanded control unit, the combination then acting just as in automobiles with cruise control.
The primary control potentiometer can be foot-operated, in which case the motion of the potentiometer and spring will be linear as in Figure 3, or hand operated and rotary, as in Figure 2.
The three operating zones, namely regenerating, neutral and motoring, apply as described in Section 4 and shown in Figure 1. Our controller is readily calibrated so as to customise the relative proportions of the three zones.
Turning off the main key-switch de-energises the clutch solenoids and the vehicle then freewheels.
A further switch is required for selection of forward or reverse.

 

4.4.2.3. EVALUATION BY INTERESTED PARTIES.

As proposed for golf buggies in Section 4.3.4, we recommend that this proceed in two stages:

  1. Manufacturers of vehicles having differentials should commence by obtaining samples of our controller,  noting again that, at this stage, we are only catering for 12 volt systems. Where their maximum motor currents are 60 amps or less, they can use our controller and power module directly. Manufacturers with motor currents exceeding 60 amps will need to liase with us and we will fit additional mosfets on our heat sinks. The fitting of controller and power module, together with a suitable potentiometer arrangement (refer Figure 4), will be all that is required to evaluate the excellent "feel" and performance of our control system.
  2. To evaluate our new clutch design, manufacturers will require to source two prototypes along the lines set out in Section 4.3.4. Somewhat heavier springs will be required than for golf buggies. We will be happy to consult on their design, if requested.

The factors which will determine whether there will be a move by manufacturers to replace differentials with our reversible overrunning clutches, will be relative costs and our traction advantages. Whilst we do not have cost comparisons to table at this stage, the design is surprisingly simple and capable of low cost production. We are therefore confident that progressive manufacturers will decide to evaluate our new approach.

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