HVAC Valve Actuator Overload Clutch Torque Adaptation

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Solution Overview

Problem

Existing HVAC valve actuators lack a flexible and efficient torque-limiting mechanism that can adapt to varying requirements, risking damage from forceful manual adjustments and power outages.

Innovation Solution

An actuator design featuring a housing, shaft, hand-operated element, and an overload clutch with a replaceable spring element that adjusts torque transmission based on the spring's properties, including shape, size, and material, ensuring reliable manual adjustment and protection against damage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a predetermined maximum torque is set in known torque-limiting devices, then damage prevention is achieved, but the device becomes inflexible and cannot be adapted to varying requirements

Engineering Contradiction:
Improvetorque limitation adaptabilityVSAvoidtorque-limiting device complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent applies parameter changes by making the spring element replaceable with different specifications. The maximum transmittable torque is adjusted by changing the spring constant, coil diameter, or number of active coils of the spring element, allowing the same device structure to adapt to different torque requirements without increasing complexity

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The torque-limiting device is segmented into a fixed housing structure and a replaceable spring element. This segmentation allows the spring element to be independently replaced or adjusted without affecting the overall device structure, providing flexibility while maintaining simple device architecture

Inventive Principle:
Principle #1Segmentation

2Manufacturing precision

If a complex torque-limiting mechanism is used, then precise torque control is achieved, but the device becomes inflexible and difficult to adjust

Engineering Contradiction:
Improvetorque control precisionVSAvoidtorque adjustment ease
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

Instead of using a complex adjustable mechanism, the patent achieves precise torque control by simply replacing the spring element with different parameters. The torque limit is precisely controlled by the spring's physical properties (spring constant, geometry), while adjustment becomes as easy as replacing a component rather than manipulating complex mechanisms

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The spring element is designed as a replaceable, consumable component that can be easily swapped out. This approach trades the complexity of adjustable mechanisms for simple component replacement, making the device easier to operate while maintaining precise torque control through carefully manufactured spring elements

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The actuator provides flexible torque limiting, preventing damage during manual adjustments and power outages, allowing for customizable torque settings and enhanced safety and efficiency in HVAC systems.

Implementation Method 1

an overload clutch which is arranged between the hand-operated element and the shaft and which limits a torque that is transmitted from the hand-operated element onto the shaft to a predetermined maximum value. The overload clutch has a coupling element and a replaceable spring element which presses the coupling element against the shaft such that the maximum value for the transmittable torque is dependent on the replaceable spring element.

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS8490943B2Valve actuator with customizable overload clutch
Publication Date: 2013.07.23 SIEMENS SCHWEIZ AG
  • US8490943B2 patent drawing
  • US8490943B2 patent drawing
  • US8490943B2 patent drawing

AI summary

A valve of a heating, ventilation and/or air conditioning system includes an actuator with a housing and a shaft which is arranged at least partially in the housing and which can be coupled directly or indirectly to the valve such that the valve can be adjusted during a rotation of the shaft. A hand-operated element can be coupled to the shaft via an overload clutch arranged between the hand-operated element and the shaft which limits a torque which is transmitted onto the shaft by the hand-operated element to a predetermined maximum value. The overload clutch has a coupling element and a replaceable spring element which presses the coupling element against the shaft such that the maximum value for the transmittable torque is dependent on the replaceable spring element.