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This paper describes the strategy for engineering design, modeling, and analysis of a planetary - CVT (Continuously Variable Transmission) system. The uniqueness of this mechanism arrangement resides in the combination of features associated to two conventional systems, namely a planetary gear train and a CVT pulley system, acting as a power circulation control unit. The pulley system features a manually activated control over the variable pitch ratios of the CVT, by means of which the overall system input/output velocity and power ratios can be controlled according the operational requirements. By using the belt drive as a feedback control unit (as opposed to the main driveline), one of the major problems or limitations of conventional CVT arrangements is overcome, namely the belt capacity of the system. Specifically, the output torque obtained through the planetary output shaft is greater than the torque circulating through the pulleys.

The mechanism considered here, combines the functions of a planetary gear train and a continuously variable transmission (CVT) system, through a circulating power control unit, which results by connecting the sun-gear shaft and the ring-gear rotation through a variable pitch pulley system. The mechanism is simple and does not require clutches for its operation. Three basic configurations are presented, two of them produce a power feedback effect and a third one produces a power split forward, without a “geared neutral” condition. Parametric analysis is carried out in relation to the circulating power split feature in order to to assist in the design of an optimum configuration for light-weight applications. A parametric approach is used to generate a model that can be used to perform parametric sensitivity analysis.

A family of transmission systems based on a “Planetary Gear - CVT” mechanism is presented here. The systems considered consist of two compound planetary gear trains connected through a CVT pulley system to provide the power/torque split and recirculation function, without the use of additional clutches and/or chain drives. A two degree of freedom system results in which one of the degrees of freedom is directly related to the CVT ratio. The mechanisms considered here combine the gear reduction function of compound planetary gear trains with the continuously variable trans- used as a circulating power control unit. The kinematics and dynamics of this family of systems is presented with emphasis on the belt forces, torques on the various shafts and the overall input/output velocity ratios through the CVT ratio span. Then a parametric analysis is conducted to characterize the effect of the various functional ratios and parameters of the system in terms of the overall performance.

Continuously variable transmissions, commonly known as CVT's, have been shown to be feasible alternatives to the conventional multi-step gear transmissions (standard or automatic) typically used in automotive applications. Most CVT applications, however, rely on a shaft-to-shaft transmission arrangement, in which the belt-sheave action limits the load capacity of the transmission, particularly at the high power ranges (low speed, high torque). In this paper, a system based on a combined planetary gear train and a continuously variable pulley system is presented. The uniqueness of this arrangement is that the variable pulleys provide a power/torque split and recirculation function, which, when combined with the planetary gear train function, produces a continuously variable power split transmission system.