Actuator Lock-Out Bracket for Valve Shaft Security

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Solution Overview

Problem

Existing methods for locking out valves to prevent movement during maintenance are either too expensive, difficult to install, or ineffective in preventing fluid leaks, posing safety risks in industrial settings.

Innovation Solution

A lock-out bracket is designed to secure the position of a shaft extending through an actuator, using a flat base plate and perpendicular lock-out tab with aligned holes for a lock shackle, allowing the valve to be permanently secured in a closed position without interrupting normal actuator operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If expensive locking devices are used to secure valves during maintenance, then safety and reliability are improved, but device complexity and cost increase

Engineering Contradiction:
Improvevalve securityVSAvoidlocking device complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking system is divided into separate functional components: a lock-out bracket with base plate and lock-out tab, alignment holes in both the bracket and limit switch bracket, and a standard lock shackle. This segmentation allows each component to be simple in itself while collectively providing reliable valve security during maintenance.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The lock-out bracket serves as an intermediary device that connects the existing limit switch bracket to the valve shaft, creating a mechanical linkage that prevents valve movement during maintenance without requiring complex locking mechanisms.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Object-affected harmful factors

If air supply is removed from actuators to prevent valve opening during maintenance, then safety is improved, but reliability deteriorates because pressure buildup can cause valves to open slightly and leak fluid

Engineering Contradiction:
Improvefluid leakage preventionVSAvoidvalve position control
Core Design Contradiction:
Object-affected harmful factorsVSReliability

Solution Approach 1:

The lock-out bracket is installed on the valve shaft before maintenance begins, physically preventing the shaft from rotating. This preliminary mechanical constraint ensures the valve remains securely closed even if air pressure fluctuates or builds up during maintenance operations.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The lock-out bracket acts as a mechanical intermediary that directly constrains the valve shaft position, providing more reliable control than pneumatic pressure management alone. The bracket translates the need for valve security into a simple mechanical constraint.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Object-affected harmful factors

If traditional locking devices are used to secure valves, then safety is improved, but ease of operation worsens due to difficult installation and storage requirements

Engineering Contradiction:
Improvesafety during maintenanceVSAvoidinstallation and storage convenience
Core Design Contradiction:
Object-affected harmful factorsVSEase of operation

Solution Approach 1:

The lock-out bracket is designed to interface with the existing limit switch bracket mounting holes, allowing it to be installed using the same hardware and procedures already present on the actuator. This universal compatibility eliminates the need for separate installation procedures and storage systems for locking devices.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system utilizes the existing limit switch bracket structure to provide mounting points for the lock-out bracket, allowing the actuator assembly to serve its own locking function without requiring external locking devices or separate storage infrastructure.

Inventive Principle:
Principle #25Self-service

4Ease of manufacture

If limit switch bracket is removed to install lock-out bracket, then ease of manufacture is improved, but device complexity increases due to reassembly requirements

Engineering Contradiction:
Improvelock-out bracket installationVSAvoidreassembly procedure
Core Design Contradiction:
Ease of manufactureVSDevice complexity

Solution Approach 1:

The lock-out bracket is designed to be mounted on the same limit switch bracket that already exists on the actuator, combining the locking function with the existing position indication system. This merging eliminates the need to remove or modify the limit switch bracket, simplifying both installation and maintaining device integrity.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS8806906B1Actuator lock-out bracket
Publication Date: 2014.08.19 BAGBY BRYCE M
  • US8806906B1 patent drawing
  • US8806906B1 patent drawing
  • US8806906B1 patent drawing

AI summary

A lock-out bracket secures the position of a shaft extending through an actuator, the shaft having a first end and a second end, the first end being operative for controlling a valve, the second end being coupled to a limit switch mounted on a limit switch bracket mounted to the actuator. The lock-out bracket includes a substantially flat base plate and a substantially flat lock-out tab substantially perpendicular to the base plate, the base plate defining an opening configured for matingly fitting over, receiving, and engaging the second end of the shaft. The lock-out tab defines a first hole adapted for alignment with a corresponding second hole defined on the limit switch bracket for facilitating the insertion of a lock shackle through the first hole and the second hole to secure the lock-out bracket relative to the actuator and prevent movement of the shaft and valve coupled to the shaft.