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Патент USA US2409155

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Filed Aug. s. 194:5
’ 2 sheets-»sheet 1
Oct. 8, 1946.
J. v. scHAFER
2,409,154 »
Filed Aug. 6, 1945
2 SheetsêSh'eet
` .
F76. 6 `
63 64
F76. ô.
Patented @et S, 1946
John V. Schafer, Bronson, Mich.
Application August 6, 1943, Serial No. 497,570
7 Claims. (Cl. 242-845)
This invention relates generally to fishing reels
and particularly has to do with improved means
for creating a drag whereby to retard rotation of
practically any of the standard low cost reels now
in commercial use.
A still further object is to provide for minutely
the spool means. More specifically, the invention
adjusting and positively controlling the action
is directed to an improvement which practically 5 or operation of the means producing the drag.
alleviates the necessity for thumbing the spool
Other objects and advantages of the invention
when making a, cast, and at the same time allows
will become apparent after considering the de
the caster to secure a natural and better grip on
scription hereinafter set forth in conjunction
the rod and thus obtain a superior cast.
with the drawings annexed hereto, wherein a
Heretofore, in reel construction the means em 10 number of embodiments or modiñcations to
ployed for producing the drag or retardation of
which the invention is susceptible are illustrated.
the spool means primarily consisted in pressing
In the drawings:
some means, element, or part directly against the
Figure 1 is an end view of a fishing reel, par
spindle, the end of the spool means, or the cast
tially in section, showing the application of one
ing line. These arrangements have not proven 15 embodiment of the invention preferably disposed
very satisfactory from the viewpoint of the caster
in the end cap of the reel;
and the manufacturer because their tendency
Figure 2 is an enlarged transverse view taken
and effect is to throw parts of the mechanism
through a part of Figure 1 illustrating certain
out of alignment and adjustment and produce
details of the construction;
friction at points not desired. Furthermore, 20 Figure 3 is an end view of a reel somewhat
many are complicated, consisting of many small
similar to Figure l, showing the application of a
and intricate fragile parts which are, expensive
second embodiment of the invention thereto;
to manufacture and assemble, susceptible to
Figure 4 is a transverse section taken through
damage or injury, and easily lost.
a part of Figure 3 depicting certain principles of
Accordingly, one important object of the pres 25 construction;
ent invention is to provide improved means co
Figure 5 is a partial View of a reel showing a
operable with respect to a part of the reel other
third application or embodiment of the inven
than the spindle, spool, or line for obtaining the
desired drag or retardation. Broadly, the inven
Figure 6 is a partial View of a fourth embodi
tion contemplates the provision of means where 30 ment of the invention;
-by to effect a drag directly on the driving means,
Figure 7 is a plan View of a part of the means
preferably the driving gear which cooperates
employed assisting to create the drag in the four
with the pinion secured to the spindle of the
embodiments of the invention above referred to;
spool. In other words, means are provided which
are operatively related to the driving means for 35 Figure 8 is a section taken substantially on line
8_8 of Figure 7.
controlling its movement. Since the driving
means including the crank means of the better
Referring to the first embodiment or modifica-l
tion of the invention illustrated in Figures 1 and
class of fishing reels are made very sturdy and
2, the reel, among other things, includes a pair of
durable to withstand considerable usage, and the
end plates or members secured together in spaced
weight thereof causes the overrun when casting,
apart parallel relation by a plurality 0f rods to
it necessarily follows from an engineering stand'
form a frame. A spindle l supporting spool
point that the most logical and satisfactory ap
means 2 has one extremity journalled in one of
plication of the drag means to obtain the results
the end plates of the frame and the other extrem
desired should be on the driving means. This
ity in a bearing provided therefor in the end Wall
location of the drag means is a very important or
3 of a round cup shaped cap member 4. The cap
outstanding feature of the invention.
member may be constructed from any desirable
Another object is to provide drag means ern
' material, but is preferably fashioned from
bodying improved principles of design and con
pyroxylin plastic or phenolic condensate and is
struction, and which although, very simple, has
to the metal end plate 5 by screws or the
proven most eiiicient, practical, and durable in
equivalent to provide a housing or enclosure for
actual use.
A further object is to provide a drag unit, sub
the gearrtrain or reel mechanism, including the
structure embodying the invention. «A generally
V shaped metal abutment 6 carried by theend
assembly or accessory which may be economically
manufactured and easily and quickly installed in 65 wall 3 of the cap substantially flush with its inner
planar surface, The free extremities of the abut
ment are provided with apertures 'I and 3 within
which are journalled the ends of the spindle I
and shaft S of the level wind mechanism, respec
tively, The spindle I and shaft 9 are provided
with pinions @S and H which mesh with and are
driven by a drive gear I2. A crank or drive shaft
i3 is rotatably mounted in an outwardly extend
ing tubularbearing il? formed integral with the
cap, and in anv aperture provided therefor in the
vertex of the V shaped abutment 6. The gear i2
ible means to be drawn inwardly so that the end
of lateral portion 25 will bear against the base
of the opening I9 formed in the inner extremity
of the crank shaft I3 and create a drag directly
thereon. The threads on the bight 26 end screw
are of a pitch or character whereby the flexible
means may be moved very slightly as compared
to the rotational movement of the screw. The
construction permits what is tantamount to a
needle point adjustment which is very sensitive
and effective for controlling the amount of fric
tion or drag desired, Although the drag means
has proven very satisfactory and durable in
actual use, it should be noted that in the event
operating member or crank i5.
The crank I5 is secured in place by a screw vI6 -15 that-the threads on the bight should become
slightly worn, it is merely necessary to remove the
which is received within a threaded aperture I'I
provided therefor in the outer 'end of the shaft' " .'ilexible means 2I from the reel and collapse .the
same to reduce the size of the bight 26 whereupon
I3. The crank is adapted .to more lor less bear
the means will better grip the screw; so that in
against the free flat end of the tubular bearing
eiîect the means is substantially of an everlasting
Portion I4 of the cap to limit inward movement
or life-time character.
of the shaft i3 and gear I2. The inner end of
Very little pressure or bearing force of the iiex
the crank shaft is provided with an enlargement
means against the crank shaft is required to
I8 which engages the inner sidev or face of the
obtain the desired drag, and this is partly due to
gear to limit outward movement of the shaft and
hold the gear in place. The inner extremity of 22') the fact that resilient means 30, preferably in the
form of a fibre or leather annular washer, carried
the shaft I3 is preferably provided with an open
by the shaft I3 is disposed between the abutment
ing I9 ofV a predetermined depth.
6 and the drive gear I2 is clearly illustrated in
The means generally designated 20 for creat
the left section of Figure 2. The washer is pref
ing or effecting the drag upon or the retardation
erably partially seated or inset in a recess 3l pro
of the driving means will now be described. The
vided in the outer face of the gear and of a rela
drag means,V as stated above, although very slm
tively large diameter so that the contact or fric
ple in design and construction, has proven un
tional surface area between the sides of the
usually eñective and satisfactory in actual use.
washer and the abutment and gear is quite exten
It is preferably constructed as an independent
sive or substantial. The washer is preferably of
sub-assembly or unit which may be easily and
is fixed to the inner extremity of the crank shaft
and the outer extremity of the shaft carries an Y
such a character that when the flexible means 2|
quickly installed, by practically any mechanical
is more or less in an inoperative position the
ly inclined fisherman or mecl'ianic, in» any of the
crank shaft and gear will run practically free
inexpensive standard or conventional ñshing
with the washer providing a smooth bearing sur
reels now in commercial use, with very little
change or modification in the structure. It is 40 face. Attention is directed to the fact that
through the application or use of either the resil
primarily comprised _of two parts or elements.
ient means or flexible means, or both, a very
One part is in the form of elongated ñexible
smooth acting reel mechanism is provided and
meansI generally designated 2l and the other part
one which will> stand up when subjected to hard
constitutes adjustable means generally designated
usage because at least certain parts of the mech
anism are resiliently mounted, and all vibration
The ñexible means is preferably made from
or .chatter is thus practically eliminated.
wire of everlasting ñexibility; and one extremity
Obviously, the resilient washer 30 may be omit
thereof is caught within a recess 23 provided in
ted, in which event, the outer face of the drive
an integr-al abutment 24 .carried by the cap mem
gear ,I2l or the face of the abutment S, or both
ber near its periphery. Its other extremity is
preferably fashioned to provide a transverse» or
lateral portion 25 which is seated in the open
ing or aperture I9 formed in the crank shaft I3.
The portion 25 is preferably arranged concen
trically in the opening 'I9 with its free end more
or less in needle point engagement with the base
of the opening, with suiiicient clearance provided
would be provided with a boss or bosses which .
would engage each other when the flexible means
is functioning. Also, the washer may be con
structed of any material to accomplish the desired
results. Moreover, it is to be understood that the
flexible means 2| could be made non-flexible or
rigid, and that means other than the specific ad
justing means could be employed advantageously.
so that the said free end is the only portion of
Referring now to the second embodiment or
the flexible means that engages the crank shaft
of the invention illustrated in Fig
means I3 forming a part of the driving means. 60
ures 3. and 4, numeral 32 represents the end wall
The flexible means is provided with a bight,
of a cap or conventional enclosure 33 housing
coil', or loop portion 26 intermediate its extremi
parts or elements of a reel mechanism. Spool
ties, the latter of which project generally tan-V
means 3G is mounted on a spindle or axle carry
gentially from the bight in- opposite directions
more or less in alignment with each other, as 655 ' ing'a pinion or small gear 35, which gear includ
ing the level wind gear 35 are driven by a larger
clearly illustrated in Figure-l.l The bight por
gear 3l', The drive Vgear 3'! is preferably pro
tion 26 is internally threaded as indicated at `2'I.
vided with an integral tubular cylindrical por
The adjustable means 22 is preferably> made
tion 38, constituting the crank shaft, which is
in the form of a screw 28 which rides free in a
journalled in tubular adjustable means general
hole 29 provided in the end wall 3 of the cap.
ly designated 59. Operating means in the form of
The shank of the screw is threadedly received in
a crank di) is secured to the free extremity of the
the bight portion 25 of theflexible means and its
tubular portion 38 by a screw 4i whereby the
head is preferably knurled so that a better grip
crank will rotate or drive the gear 37. The ad
may be obtained. ByV this arrangement rotation
of the screw in one direction will cause the nex 75 instable' means 39‘ includes a tubular part 42
exteriorly threaded for disposition within a
tapped or threaded aperture 43 provided in a
bearing member 44 permanently secured to the
and the drive gear. 'Although not essential, the
innerV side of the drive gear 31 is preferably re
cessed so as to provide a seat or pocket 62 for the
end wall 32 of the cap. The bearing member 44
reception of a part of the flexible means. The
is secured to the end Wall 32 by providing the
flexible means Vlil may be constructed from any
member with a protuberance which extends
material desired, but is preferably made from nat
through an aperture 45 provided therefor in the
resilient sheet metal stock and fashioned gen
wall and upsetting or ilanging the free end of the
erally in the form of a round coil or loop. As
protuberance over and against the inner surface
clearly illustrated in Figure 8, the flexible means
of the wall as indicated at 46. The adjustable 10 preferably includes a v generally round central
means 39 also includes a knurled annular head
portion 63 provided with a hole 64 which receives
part 41 provided with suitable indicia on its pe
the forwardly extending shank portion 59 of theriphery, as clearly illustrated. The outer surface
stub shaft. The central portion >63 is substantial
of the bearing 44 is provided with means, not
ly of the same diameter as the> enlargement or
shown, with which the indicia just referred to 15 abutment B0 formed on the stub shaft and Ven-`
is adapted to register whereby one may clock or
gages the same. The flexible means also includes
dial the amount of drag or friction desired.
a circular or ring-like portion 65 integral with and
Positioning or indexing means are provided for
extending more or less about or concentrically in
holding the adjustable means in predetermined
spaced apart relation to the central portion. One
positions, and this is preferably accomplished by 20 extremity of the portion 65 is preferably con
forming a ring of indentations or concave seats
nected to one side of the central portion at 5E and
adjacent the under side or surface of the head or
preferably fashioned so that the portion 65 gen
thumb part 41, and providing spring pressed
erally inclines throughout substantially its en
detent means which is adapted to cooperate with
tire length from this point of connection or junc
the indentations. The detent preferably includes
ture to its free extremity 61. Otherwise vex
a shank portion 48 and an enlarged end portion
pressed, an outer portion of the flexible means
49 which reciprocate in an aperture 50 and coun
is offset with respect to an inner portion thereof
terbore 5! thereof respectively, extending longi
tudinally within the l'lxed bearing 44. A helical
spring 52 is disposed in the counterbore with one
extremity seated against the end wall 32 of the
cap and its other extremity engaging the en
larged end portion 4ëì of the detent for urging the
latter outwardly so that the rounded free end of
or, it might be said that the flexible means is com
prised of a washer having. a yieldable tongue or
resilient portions. This form of flexible means
has proven to be exceptionally effective and
durable in actual use.
It will thus be manifest that manipulation of
the adjustable means 39 in a clockwise direction
the shank portion 48 may cooperate with the in
will force the drive gearrearwardly to compress
dentation or seat 53 as desired by merely rotating
the flexible means so that at least the free ex
the adjustable means. It will be observed that
tremity 61 of the portion 65 vand or other por
the detent and spring elements are easily and
tions will be forced or urged to bear against the
quickly assembled with the ilxed bearincr and are
base of the recess or pocket 62 formed in the
held in place by the cap member. IThis improved 40 drive gear 31 to create the amount of friction
assembly has proven very advantageous because
or drag desired on the driving means of the
it prevents the loss of the elements and tamper
mechanism. The detent or positioning means
functions to hold the adjustable means in the
Provision is made for reinforcing and stabiliz
position to which it has been adjusted, and the
ing the movement of certain parts of the driv
cooperating indicia on the thumb part 41 and
ing mechanism and will now be described. A
bearing 44 assists the caster in setting or dialing
metal bridge or bracket member generally des
the adjustable means to successively obtain the
ignated 54 is carried by the end wall 32 of the
desired degrees of tension on the drag means
cap. rï‘he bridge includes a flat or planar por
after the same has once been determined or as
tion 55 and a pair of leg portions, the feet 56 of 50 certained. When the 'adjustable means is ro
which are secured to the end wall by screws 51 or
tated in a counter-clockwise or opposite direction
the equivalent so that the flat portion is arranged
the friction will Vobviously decrease. The con
in spaced apart parallel relation with respect to
struction is such that when the drag means is
the inner substantially planar surface of the said
rendered practically inoperative the outer side
end Wall. A stub shaft or pintle 58 has one end 55 of the drive gear 31 may rotate against the upset
fixed to the central area of the flat portion and
or flange portion 4S provided on the ñxed bear
im other and free extremity 59 is disposed axially
and forwardly in the tubular portion 38 formed
ing 44. More specifically, the arrangement pro
vides for a metal to metal contact with the ilex
integrally with the gear 31 and as stated above
ible means bearing against a stationary part of
this portion constitutes the drive crank or drive 60 the reel and against the driving means. The
shaft of the mechanism and is rotatably mounted
flexible means is somewhat similar to the ñrst
inthe adjustable means 39. This stub shaft
embodiment of the invention because practically
serves to maintain the crank shaft substantially
al1 `thrust and vibration between the elements of
axially in the means 39 or perpendicular to the
the reel mechanism are substantially eliminated.
plane of the end wall 32. In other words the 65 The driving means is, in effect resiliently mount
shaft acts as a stabilizing element to prevent
ed. This fact, too, is of great importance because
vacillation or wobbling of the crank shaft and
the flexible means will absorb or take any rea
parts associated therewith. The end of the stub
sonable shock to which the drivingY means may be
shaft connected to the bridge 54 is provided vln‘th
subjected by hard use, accidental fall of the reel,
an annular enlargement which forms an abut 70 or otherwise. The flexible means may slightly
ment 60.
rotate with respect to the stub-shaft 59, or if
Flexible means generally designated 6l for
found desirable may be secured against rotation.
creating the friction or drag on the driving means
Also, it will be evident that the position of the
is preferably carried> by the stub shaft 58 and is
flexible means may be reversed, in which event
interposed between the annular enlargement 6i) 75. the central portion 63 of the flexible means would;
It is to be distinctly understood that the terms
flexible means, resilient means, driving means,
and adjustable means are used broadly. The
normally bear against the base of the recess 62
or inner side of the drive gear and at least a por
tion» of the curved portion 65 of the flexible means
would bear against an annular enlargement or
abutment of a diameter somewhat greater than
term driving means as deñned in the claims may
include the main drive gear or any gear in chain
therewith, Y crank shaft, or crank means, sepa
the enlargement 60, or, the enlargement might
means would engage the fiat portion of the bridge
or bracket 54. Moreover, it is to be distinctly
rately, or may be a combination of same.
Having thus described my invention, it is to be
understood that various slight changes might be
with a recess 'l2 within which is seated the re
as desired,
25 gear
2. A reel comprising, a frame including an end
be eliminated entirely, whereupon the flexible
understood that means other than the specific 10 made in the general form and arrangement of
parts'described without departing from my in
adjustable means depicted may be employed. In
vention, and hence I do not limit myself to the
fact actual tests have very definitely proven that
precise details set forth, but consider myself at
adjustable means are not essential because flex
liberty to make such changes and alterations as
ible means of different physical properties may
fairly fall within the spirit and scope of the
be used.
appended claims.
The third embodiment of the invention illus
I claim:
trated in Figure 5, except for the character of
1. A reel comprising a frame, a spool rotatably
the drive gear 68, the disposition of the flexible
mounted in said frame, a drive shaft having a
means V69, and the addition of resilient means
10 substantially corresponds in all important re 20 gear for operating the spool, a recess in said gear,
resilient means disposed in said recess and engag
spects to the second embodiment of the inven
ing a part of said frame, and means for urging
tion. The drive gear as herein shown is pro
the shaft outwardly so that the resilient means
vided with a longer crank or drive shaft 1| and
will influence and retard the movement of the
the outer face or side of the gear is provided
silient means 10, which may be constructed of
any desirable material such as leather or fibre.
It will be noted that the flexible means 69 cor
responds to the flexible means 6l above referred
to. The fiexible means 69 is carried by the crank 30
shaft ‘ll and is preferably disposed between the
adjustable means 13 and the resilient means 10,
so that the central portion of the flexible means
on the shaft for urging the gear in a direction to
cause the element to effect a braking action upon
the gear.
bears against the inner extremity of the adjust
able means and the outer concentrically arranged
3. A reel comprising, a frame, a spool rotatably
portion will engage the resilient means 'In to
produce the desired drag or friction. By this ar
rangement it will be observed that the desired
drag or friction may be easily and quickly ob
tained by merely operating the adjustable means.
The particular flexible means shown has proven
very satisfactory in actual use but'of course flex
ible means of a different character could also
member, a spool rotatably mounted in said frame,
a drive shaft journalled in said end member, a
gear member carried by said shaft, a recess pro
vided in one of said members, an element having
a relatively large braking surface disposed in said
recess between said members, and means bearing
mounted in said frame, a shaft including a. gear
operatively related to the spool, a recess in said
gear, resilient means disposed in said recess and
engaging a portion of said frame, a flexible mem
ber having one end carried by another portion
of the frame and another end engageable with
the inner extremity of said shaft, and adjustable
means for tensioning said flexible member to
cause the shaft to move in a direction whereby
the resilient means is influenced to effect a braking
a regular flat washer might be used in lieu of the
force upon the gear.
flexible means, in which event the adjustable
4. A reel comprising, a frame, including an end
means- would press the washer against the resil-`
member, a spool rotatably mounted in said frame,
ient means. Furthermore, if found desirable,
a drive shaft having an axial opening in its inner
the resilient means could be disposed on the inner 50 end, a gear carried by said shaft, resilient means
or rear side of the drive gear for engagement
interposed between said gear and said end mem
with a fixed abutment of a diametrical size more
ber, an elongated ñexible element, the outer end
or less- corresponding to that of the resilient
of said element being fixed to a part of the frame
means, in which event the flexible means would
its inner end having a bent portion disposed
bear against the front side of the drive gear. 55 in said axial opening, said element also being
Moreover, the flexible means could be entirely
provided with an internally threaded portion in
eliminated in the arrangement just referred to.
termediate its ends, and a screw threadedly con
In the fourth embodiment of the invention de
nected to said end member and to said threaded
picted in Figure 6, flexible means 14 correspond
portion for pulling the shaft and gear as a, unit
ing to the flexible means 6| is carried by the 60 in an outward direction to cause the resilient
crank shaft T5 and arranged between the fixed
means to create a braking effect upon the gear.
bearing 'Iâ and the crank 11. The? construction
5. A reel comprising, a frame including an end
is such that the flexible means normally bears
member, a spool rotatably mounted in said frame,
against the outer extremity _of the bearing and
a drive shaft journalled in the end member, said
the central circular portion 18 of the crank
shaft being provided with an annular member
whereby to obtain the desired drag.
of a relatively large diameter adjacent its inner
In view of theyforegoing, it will bel manifest
end, a recess provided in one of said members, a
be used to obtain substantially corresponding
results in function. Also, it will be obvious that
that improved principles-of design andconstruc
tion have been embodied in a- reel structure
washer having resilient properties disposed in
said recess between said members, and a Wire
whereby to create the desired drag upon the driv 70 element having one end fixed to the frame and
ing means of the reel, which from a good engi
its other end engaging and forcing the shaft in
neering standpoint is the proper means to be
a direction to cause the washer to effect a braking
controlled, since at least a part thereof acts- as
force on the annular member.
a fly wheel and is responsibleforany overrun- or
6. A- reel comprising, a» frame, a spool rotatably
back-lash of- the line. Y
mounted in said frame, a drive shaft having a
gear secured thereto, a recess in said gear, a brake
a drive shaft havin-g a gear member secured there
to, a brake shoe surrounding said shaft disposed
shoe disposed in said recess between said gear and
within the confines of the frame between said
a part of the frame, and an elongated resilient
members, and a flexible member having one end
wire having one end secured to the frame and its 5 secured
to the frame and its other end yieidably
other end engaging the shaftl for pressing the gear
engaging and forcing the shaft in an outward
in an outward direction to cause the shoe to eiïect
direction to cause the gear to press the shoe
a braking force upon the gear.
the end member and obtain a braking
7. A reel comprising, a frame including an end
eiîect upon the gear.
member, a spool rotatably mounted in said frame, 10
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