Axial Flow Valve Toggle Cam for Low-Friction Flow Control

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Solution Overview

Problem

Axial flow valves in the hydrocarbon industry face issues with high frictional forces due to sliding gear mechanisms, leading to low efficiency, increased actuation forces, and potential failure from galling and wear, especially under limited lubrication conditions, while also requiring robust construction for high pressure and temperature applications.

Innovation Solution

A compact and robust axial flow control valve design utilizing a toggle member with actuating surfaces of different radii of curvature, allowing precise control and reduced actuation forces, and enabling a compact construction without increasing flow resistance, by using an elongated crank arm pivotable about a pivot axis with actuating surfaces spaced from the pivot axis, allowing for a smaller toggle member and reduced bulb size.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If a sliding rack mechanism is used to convert actuator linear motion to obturator linear motion, then the valve structure is simple, but high frictional forces result in low efficiency and increased actuation forces

Engineering Contradiction:
Improvemechanism structureVSAvoidfrictional losses
Core Design Contradiction:
Device complexityVSLoss of energy

Solution Approach 1:

The patent replaces the sliding rack mechanism with a cam mechanism. The cam profile is specifically designed to convert rotational actuator motion directly into linear obturator motion without sliding contact. This substitution eliminates the high frictional losses inherent in sliding gear mechanisms while maintaining the simplicity of the overall structure.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Volume of moving object

If a sliding rack mechanism is used, then the mechanism is compact, but galling and wear lead to eventual seizure under load cycling

Engineering Contradiction:
Improvemechanism sizeVSAvoidresistance to galling and wear
Core Design Contradiction:
Volume of moving objectVSReliability

Solution Approach 1:

The cam mechanism replaces the sliding rack and eliminates the sliding contact that causes galling and wear. The cam profile is designed to provide smooth continuous motion without the repetitive sliding and stopping that leads to surface degradation and eventual seizure in sliding mechanisms.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If a toothed rack and pinion system is used to convert perpendicular displacement to axial displacement, then galling failure is less likely, but the system remains sensitive to lubrication and tooth wear

Engineering Contradiction:
Improveresistance to gallingVSAvoidgear train complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent eliminates the toothed rack and pinion gear train entirely, replacing it with a cam mechanism. This substitution removes the gear teeth that are subject to wear and lubrication sensitivity, while maintaining the ability to convert motion from perpendicular to axial direction through the cam profile geometry.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

4Ease of operation

If a crank wheel with connecting rods is used to convert actuator motion to plunger displacement, then motion conversion is achieved, but the system occupies large space and is complicated

Engineering Contradiction:
Improvemotion conversion capabilityVSAvoidactuating system space
Core Design Contradiction:
Ease of operationVSVolume of moving object

Solution Approach 1:

The complex crank wheel and connecting rod system is replaced by a simplified cam mechanism. The cam profile inherently provides the motion conversion function that previously required multiple linkage components, significantly reducing the space occupied by the actuating system while eliminating the complexity of hinged linkages.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

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 design achieves efficient and accurate flow control with reduced friction and wear, enabling a compact, robust, and easy-to-assemble valve construction that maintains low flow resistance and minimizes maintenance requirements.

Implementation Method 1

a toggle member (20) pivotably mounted to said bulb (11) so as to be pivotable about a pivot axis (21) between a closing position (Fig. 3) causing said obturator sheath (12) to be in said closed position and an opening position (Fig. 2) causing said obturator sheath (12) to be in said open position

Methodology Applied
Scientific EffectMechanical Advantage: Mechanical Advantage

Data Source

PatentEP3847388B1Axial flow control valve
Publication Date: 2023.02.22 CONTROL SEAL BV
  • EP3847388B1 patent drawingFigure 1
  • EP3847388B1 patent drawingFigure 2
  • EP3847388B1 patent drawingFigure 3

AI summary

A valve (1) for controlling a flow of fluid with a bulb (1) suspended in a flow channel section (5), an obturating sheath (12) suspended for axial movement between closed and open positions, an operating member (13) extending axially in the bulb, having an engagement surface (18, 19) facing in axial direction and connected to the obturating sheath, and a toggle member (20) pivotably mounted to the bulb to be pivotable about a pivot axis between a closing position and an opening position causing the obturating sheath to close and open. The toggle member has an actuating surface (22, 23) in contact with the engagement surface in a position in a plane spaced from the pivot axis, which actuating surface has at least first (22a, 23a) and second (22b, 23b) surface portions at mutually different distances from the pivot axis, contiguous to each other and having mutually different radii of curvature about axes of curvature parallel to the pivot axis.