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Recent Developments In

Permanent Magnet
Gear Systems & Machines

Gareth P Hatch, PhD CEng FIMMM


Director of Technology
Dexter Magnetic Technologies, Inc.

Presented at the Magnetics 2010 Conference


held in Lake Buena Vista, Florida, USA, in January 2010
Copyright 2010 Gareth P Hatch. All Rights Reserved.

This paper was downloaded from Terra Magnetica, an independent online


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Gareth Hatch

About the Author


Gareth Hatch is Director of Technology at Dexter Magnetic Technologies, a world leader in the
design, engineering & manufacture of magnetic devices for clients in the aerospace, defense,
medical, data storage, oil & gas, renewables and industrial sectors. He holds five US patents on a
variety of magnetic devices. Gareth is based at Dexters headquarters in the suburbs of Chicago,
USA.
Gareth is particularly interested in the strategic challenges faced by the permanent magnet industry
and its supply chain. This includes the growing demand for rare earth elements and other
technology metals, particularly in the areas of renewables and electric vehicles.
Gareth has a B.Eng. with Honours in Materials Science & Technology and a Ph.D. in Metallurgy &
Materials, both from the University of Birmingham in the UK. He is a Fellow of the Institute of
Materials, Minerals & Mining, a Chartered Engineer, a Senior Member of the IEEE and a Member
of ASTM Committee A06 on Magnetic Properties. Gareth is also a Chartered Scientist and a
Chartered Physicist through the Institute of Physics, of which he is a Member.
Gareth is Founding Editor of Terra Magnetica (www.terramagnetica.com), Editor-in-Chief of
RareMetalBlog (www.raremetalblog.com) and is Newsletter Editor & Chicago Chapter Chair of the
IEEE Magnetics Society. He is a Member of the UK Magnetics Society and is Founder of the
Magnetism & Electromagnetics Interest Group and Strategic Materials Network (both at Linkedin).

Magnetics Conference 2010

Recent Developments
In Permanent Magnet
Gear Systems & Machines
Gareth P Hatch, PhD CEng FIMMM
Director of Technology
Dexter Magnetic Technologies Inc.
Elk Grove Village, Illinois - USA
http://www.dextermag.com
January 28, 2010
1

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Final thoughts
2

Dexter Magnetic Technologies

Design & manufacture of magnetic devices


Permanent magnets and electromagnets
Components, assemblies & control systems
0.1 grams o 10 tonnes
0 T o 3.5 T

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview
Recent developments in magnetics gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Final thoughts
4

Overview of mechanical gearing

Primary purpose: speed torque conversion


Rotating input power source (typically)
Increase or decrease input speed
Increase or decrease input torque

Examples
Automobile: reduce speed / increase torque
Wind turbine: increase speed / decrease torque

A form of power conversion


Torque (Nm) x RPM (s-1) = power (Nms-1 = Js-1 = W)
5

Overview of mechanical gearing

Specific conversion depends on gear ratio


Circumference and number of teeth of gears
Number of gears and stages

Variety of gear topologies


Spur gears
Planetary gears
Bevel gears
Worm gears
Helical gears
Etc.
6

Overview of mechanical gearing

Variety of gear topologies

Overview of mechanical gearing

Key drawbacks
Friction, wear and tear gears are in contact
Only a few teeth mesh at any one time
Rated torque less than peak avoid fatigue issues
Require lubrication and maintenance
Shafts require seals
Failures tend to be catastrophic
Noise

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Other considerations
9

Benefits of magnetic gear systems

Several reasons for consideration


Non-contact elements no friction between gears
Highly efficient multiple magnetic poles engaged
Utilization of peak torque
Input and output shafts can be isolated
Increased temperature range no elastomeric seals
Inherent overload protection
Increased tolerance of misalignment
More detail on best in class devices later
10

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Other considerations
11

Historical overview of magnetic gears

Armstrong: US Pat. 687,292 (1901)


Magnetic spur gear
Used magnetized coils

12

Historical overview of magnetic gears

Neuland: US Pat. 1,171,351 (1916)


Magnetic planetary gear
Used magnetizing coils
Variable gear ratios

From Joergensen et al (2003)

13

Historical overview of magnetic gears

Faus: US Pat. 2,243,555 (1941)


Magnetic spur gears

14

Historical overview of magnetic gears

Reese: US Pat. 3,301,091 (1967)


Input rotor with mounted permanent magnet
Outer rotor - iron or steel
Magnetic planetary gear
50:1 gear ratio

15

From Joergensen et al (2003)

Historical overview of magnetic gears

Martin: US Pat. 3,378,710 (1968)


Magnetic planetary gear & parallel shaft variations

16

Historical overview of magnetic gears

Laing: US Pat. 3,645,650 (1972)


Magnetic planetary gear variations

17

Historical overview of magnetic gears

Hetzel: US Pat. 3,792,578 (1974)


Magnet spur gear

18

Historical overview of magnetic gears

Mabe: US Pat. 5,013,946 (1991)


Magnetic planetary gear

19

Historical overview of magnetic gears

Kikuchi & Tsurumoto (1993)


Magnetic worm gear variations

20

From Joergensen et al (2003)

10

Historical overview of magnetic gears

Yao et al (1996)
Magnetic bevel gear variations

21

From Joergensen et al (2003)

Historical overview of magnetic gears

Furlani (1997)
Calculated torque & efficiencies for radial 1:1 gears

22

From Joergensen et al (2003)

11

Historical overview of magnetic gears

Ackerman & Honds: US Pat. 5,633,555 (1997)


Magnetic planetary gears problem with short circuiting

23

Historical overview of magnetic gears

Ackerman: US Pat. 5,994,809 (1999)


Improved magnetic planetary gear variation
Steel on the outside

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Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Final thoughts
25

Recent developments in magnetic gears

Key publication: Atallah & Howe (2001)


Innovation: slotting the intermediary pole pieces
Very significant torque per volume

26

From Infolytica Corporation

13

Recent developments in magnetic gears

Key publication: Atallah & Howe (2001)


4 pole pairs on high speed inner rotor
22 pole pairs on low speed outer rotor
26 intermediary pole pieces
Produces 5.5:1 gear ratio
Predicted 100 Nm / l torque density
> single-stage mechanical gearbox

27

Recent developments in magnetic gears

Direction of rotation can be chosen


Standard approach: fix the intermediary
Inner & outer rotate in opposite directions

28

from Frank & Toliyat (2009)

14

Recent developments in magnetic gears

Direction of rotation can be chosen


Alternative approach: fix the outer or inner
Other magnets & intermediary rotate in same direction

29

from Frank & Toliyat (2009)

Recent developments in magnetic gears

Experimental work by Rasmussen et al (2003)


First practical example of built device
Used 5.5:1 ratio but simplified inner magnets

30

15

Recent developments in magnetic gears

Experimental work by Rasmussen et al (2003)


Encountered various mechanical issues
Noted significant end effects & reduced efficiency
Still comparable to mechanical gearboxes

31

Recent developments in magnetic gears

Experimental work by Atallah et al (2004)


Prototyped a 5.75:1 ratio magnetic gear device
Used laminated pole pieces to reduce eddy currents
Measured 97% efficiency in speed-torque conversion
Produced over 70 Nm / l torque density
Superior to transverse field PM electrical machine

32

16

Recent developments in magnetic gears

Linear variations also possible


Simulations completed by Atallah et al (2005)
Used 3.25:1 ratio
Calculated 1.7 kN / m force density
Superior to linear motors

33

Recent developments in magnetic gears

Variation: face-to-face gear by Mezani et al (2006)


Analogous to pancake synchronous magnetic coupling
Calculated up to 70 Nm / l torque density

34

From Asia-Pacific Engineer Magazine (2009)

17

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Final thoughts
35

Recent developments in magnetic gears

Cycloidal gears promising for high ratios


Elimination of intermediary pole pieces
Increase diameter / number of pole pairs
Can be hard to visualize

From Davey et al (2008)


36

18

Recent developments in magnetic gears

Joergensen et al (2006)
Cycloidal / eccentric motion + more pole interactions
Depending on element fixed: 22:1 or 21:1 ratio
Initial prototype produced 142 Nm / l torque density
Optimized simulation produced 183 Nm / l model

37

Recent developments in magnetic gears

Rens et al (2007): magnetic harmonic gear


Analogous to mechanical harmonic gear
Calculated ratios of 210 to 860:1 in two stage gear
Calculated 110 Nm / l torque density ripple-free
Utilizes flexible rotor assembly limited practicality

38

From Wikimedia Commons

19

Recent developments in magnetic gears

Atallah: WO 2007/144556 (2007)


Cycloidal gear [referred to as rigid harmonic gear]
Detailed by Rens et al (2009)
Calculated 150 Nm / l for 20:1 magnetic gear
Calculated 75 Nm / l for 360:1 two-stage magnetic gear

39

From Rens et al (2009)

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Final thoughts
40

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Integrated gear electric machine systems

Combine magnetic gear with electrical machine


Significant area of current focus
Leads to best-in-class electromagnetic machines
Suitable for generators and motors

41

Integrated gear electric machine systems

Razzell & Cullen: US Pat. 6,794,781 (2004)


Combination magnetic gear and electrical generator
Assigned to Rolls-Royce

42

21

Integrated gear electric machine systems

Jian et al (2007)
Combination gear / generator with multiple windings
More robust design

43

Integrated gear electric machine systems

Atallah & Rens: WO 2007/125284 (2007)


Coined term pseudo-direct drive to describe device
Variety of topologies windings inside, outside & within
Calculated 70 Nm / l torque density

44

From Atallah et al 2008

22

Integrated gear electric machine systems

Atallah & Rens: WO 2007/125284 (2007)

45

From Asia-Pacific Engineer Magazine (2009)

Integrated gear electric machine systems

Wang et al (2008)
Magnetically-geared outer rotor PM BL motor
Only one set of magnets

46

23

Integrated gear electric machine systems

Wang (2008)
Magnetic continuously variable transmission (CVT)
Achieved through regulation of high speed outer rotor

47

Integrated gear electric machine systems

Rasmussen et al (2009)
Motor integrated permanent magnet gear
Calculated up to 179 Nm / l for certain configurations
Achieved 130 Nm / l in prototype no cooling required
35 kW device potential for direct drive wheel motors

48

24

Outline

Overview of mechanical gearing


Benefits of magnetic gear systems
Historical overview of magnetic gears
Recent developments in magnetic gears
Low gearing ratio systems
High gearing ratio systems

Integrated gear electric machine systems


Potential applications of magnetic gearing
Final thoughts
49

Potential applications of magnetic gearing

Torque conversion device

Torque density (Nm/l)

Magnetic worm gear

Magnetic bevel gear

Magnet radial gear

Magnetic spur gear

10-20

Forced air cooled PM BL machine


Liquid cooled PM BL machine

20
30

Liquid cooled transverse PM BL machine

40-80

2 stage high ratio magnetic cycloid gear

75

Toyota Camry HEV Synergy Drive

80

Magnetic planetary gear

45-90

1 stage low ratio concentric magnetic gear

70-100

1 stage low ratio magnetic harmonic gear

110

Integrated magnetic gear / electrical machine

60-130

1 stage low ratio magnetic cycloid gear

140-180

50

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Potential applications of magnetic gearing

Several leading areas of potential interest


Wind & marine turbine generators
Automotive motors and generators for EVs
Energy storage flywheels
Numerous other speedtorque conversion applications
Seems to be early days few real world examples
Cost and perhaps novelty are drivers

51

Potential applications of magnetic gearing

Wind turbine generators


Key drivers: reduce weight + increase reliability
Non-contact gearbox or integrated gearbox / generator
Reduce direct drive diameter

From Jian et al (2007)


From Waszak et al (2007)
From Razzell & Cullen (2004)
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26

Potential applications of magnetic gearing

Wind turbine generators

From Jian et al (2009)

From Clark et al (2009)

53

Potential applications of magnetic gearing

Marine turbine generators


Key drivers: reduce form factor + increase reliability
Integrated gearbox / generator of particular interest
Some unique design constraints
Significant interest little actual progress!

54

27

Potential applications of magnetic gearing

Automotive motors & generators for EVs


Major area of interest [cars + motorcycles]
Much focus on in-wheel integrated gearbox + motor
Key drivers: reduce weight + increase power & torque

From Jian et al (2007)

From Chau et al (2007)


55

Potential applications of magnetic gearing

Energy storage flywheels


Commercial power utility back up
Off-grid renewably-generated energy storage
Automotive regenerative braking systems

56

From Ricardo UK (2009)

28

Potential applications of magnetic gearing

Gearing for well bore drilling motors


Convert high speed to high torque for drilling
Isolation of drill bit axial / thrust loads from motor
Hollow bore to allow drilling fluid flow

57

McDonald et al - US Pats. 7,481,283 & 7,549,467 (2009)

Potential applications of magnetic gearing

Oil well sub-surface safety valve


For emergency shutoff of oil well, deep underground
Linear gear provides force multiplication
Reduces size / output required by hydraulics

58

McDonald & Price - US Pat. 7,487,829 (2009)

29

Final thoughts

Magnetic gears have significant potential


Reduced maintenance and increased reliability
Reduced form factors and increased torque densities
Wide range of gearing ratio options
Best-in-class electromechanical machines
Enabling new approaches to machine design
E.g. may reduce need for HREE-containing Nd-Fe-B magnets

59

Thank you!

For further information:


Gareth P Hatch, PhD CEng FIMMM
Director of Technology
Dexter Magnetic Technologies, Inc.
1050 Morse Avenue

http://www.terramagnetica.com

Elk Grove Village, IL 60007


USA
Tel: +1-847-956-1140
Fax: +1-847-956-8205
Email: info@dextermag.com

http://www.memig.org
(at Linkedin.com)

Web: http://www.dextermag.com
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