Actuator Valve Coupling via Retaining Element Recess Engagement

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Solution Overview

Problem

HVAC valves require precise positioning of actuators for precise regulation, but existing methods are prone to errors during installation and maintenance due to lack of a reliable and easy-to-implement mechanical coupling.

Innovation Solution

A mechanical coupling device using a displaceable plunger with a retaining element that engages in a recess on the valve body, featuring a clamping mechanism to define the relative axial position between the actuator and valve, allowing for precise alignment and secure attachment without tools, with a stop mechanism to prevent damage from excessive force.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If a mechanical coupling device is used to precisely define the relative position between actuator and valve, then the precision of valve actuation is improved, but the complexity of the device increases

Engineering Contradiction:
Improveprecision of valve actuationVSAvoidcomplexity of mechanical coupling device
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The mechanical coupling device is segmented into distinct functional components: a retaining element with engagement sections for radial mounting, a clamping device for axial positioning, and a stop mechanism for force limitation. This segmentation allows each component to perform its specific function independently, achieving precise positioning without requiring a monolithic complex structure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The retaining element is designed to be pre-mounted on the connecting chassis via radial insertion before the clamping operation. This preliminary action establishes the basic mechanical connection and defines the mounting position, so that the subsequent clamping operation only needs to refine the axial position rather than create the connection from scratch, simplifying the overall process.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If the retaining element is mounted with play to enable easy installation, then the ease of operation is improved, but the precision of the relative axial position deteriorates

Engineering Contradiction:
Improveease of installationVSAvoidprecision of relative axial position
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The retaining element transitions from a loose radial fit during installation to a tightly clamped axial position during operation. The clamping device dynamically changes the state of the retaining element from a play-permitting configuration during mounting to a play-eliminating configuration during use, thereby achieving both ease of installation and precision of positioning at different stages.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The radial mounting with play is performed as a preliminary action to enable easy installation. After this preliminary mounting is complete, the clamping device is activated to eliminate the play and establish the precise axial position. This two-stage approach separates the installation phase (where play is acceptable) from the operation phase (where precision is required).

Inventive Principle:
Principle #10Preliminary action

3Reliability

If the clamping device is made powerful to ensure secure attachment, then the reliability is improved, but the risk of damaging the retaining element increases

Engineering Contradiction:
Improvesecurity of attachmentVSAvoiddamage to retaining element
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

A stop mechanism is incorporated into the clamping device to beforehand limit the maximum clamping force that can be applied. This stop acts as a protective element that prevents the clamping force from exceeding a safe threshold, thereby cushioning against potential damage to the retaining element while still allowing sufficient force for secure attachment.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Solution Approach 2:

The stop mechanism serves as an intermediary element between the clamping device and the retaining element. It mediates the force transmission by allowing force to be applied for secure attachment while simultaneously preventing excessive force that could cause damage. The stop acts as a force-limited interface that protects the retaining element.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Ease of operation

If a tool-free mounting method is used for the retaining element, then the ease of operation is improved, but the reliability of the mechanical coupling may deteriorate

Engineering Contradiction:
Improvetool-free mountingVSAvoidreliability of mechanical coupling
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The mounting process is segmented into two distinct operations: a tool-free radial insertion of the retaining element for easy mounting, followed by a tool-based clamping operation for secure attachment. This segmentation allows the initial easy mounting to be performed without tools, while the critical security function is handled by a separate clamping device that can be properly tightened with appropriate tools, thereby maintaining reliability.

Inventive Principle:
Principle #1Segmentation

Data Source

PatentUS8602385B2Coupling an actuator to a valve using a retaining element engaging in a recess
Publication Date: 2013.12.10 SIEMENS SCHWEIZ AG
  • US8602385B2 patent drawing
  • US8602385B2 patent drawing
  • US8602385B2 patent drawing

AI summary

A device is described for mechanically coupling an actuator to a valve which is adjustable by a plunger that is displaceable along a z-axis. The device has (a) a retaining element which can be mounted on a connecting chassis of the actuator and which is embodied for engaging on two opposite sides of a connection piece of a valve body in a recess incorporated in the connection piece, and (b) a clamping device which is disposed on a section of the retaining element and which is embodied in such a way that when the clamping device is actuated the section of the retaining element is displaced parallel to the z-axis relative to the connecting chassis such that the connecting chassis bears against the connection piece. An actuator having a coupling device of said kind and a method for mechanically coupling an actuator to a valve are also described.