Automatic Balancing Valve Sleeve Layout Against Debris Buildup

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Solution Overview

Problem

Automatic balancing valves in heating and cooling systems are impaired by debris and oxide deposits on moving parts, which reduce their responsiveness to pressure variations, leading to inefficiencies and increased power consumption.

Innovation Solution

An automatic balancing valve design featuring a differential-pressure regulator with an elastic bellows-like membrane and a sleeve that prevents debris deposition by routing fluid through a central duct, combined with a floating gasket to minimize fluid leakage and maintain effective adjustment.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If moving parts are used for automatic adjustment in response to pressure variations, then the valve can automatically adjust flow rate, but debris and oxides deposit on the moving parts reducing responsiveness

Engineering Contradiction:
Improveautomatic adjustmentVSAvoidresponsiveness to pressure variations
Core Design Contradiction:
Extent of automationVSReliability

Solution Approach 1:

The invention extracts the moving part (sleeve) from the direct path of the fluid flow. The sleeve is positioned such that fluid flows through a central duct bypassing the sleeve, so the sleeve adjusts the flow area without being exposed to debris-carrying fluid, thereby maintaining responsiveness while enabling automatic adjustment.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The invention introduces an intermediary fluid path (central duct) that separates the adjusting mechanism (sleeve) from the debris-carrying fluid. This intermediary pathway allows the sleeve to control flow without direct contact with contaminants, preserving its adjusting capability while maintaining automatic operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If the sleeve is positioned to control flow area, then automatic adjustment is achieved, but debris deposits on the sleeve reducing its effectiveness

Engineering Contradiction:
Improveflow area controlVSAvoiddebris deposition
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The sleeve is extracted from the direct fluid path and repositioned so that fluid flows through a central duct that bypasses the sleeve. This allows the sleeve to control the flow area between itself and the valve body without being exposed to debris, maintaining ease of operation while eliminating debris deposition issues.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The invention replaces the traditional mechanical arrangement where the moving part is in the flow path with a configuration where the moving part (sleeve) controls flow area indirectly by adjusting the annular passage, while the main fluid flow passes through a separate central duct, substituting the direct mechanical interaction with a indirect control mechanism.

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

3Stress or pressure

If the fluid path passes through the regulator device, then pressure differential control is achieved, but deposits form on internal surfaces

Engineering Contradiction:
Improvepressure differential controlVSAvoiddeposits and scales
Core Design Contradiction:
Stress or pressureVSLoss of substance

Solution Approach 1:

The invention extracts the sleeve from the direct fluid path and positions it in a location where fluid flows through a central duct that bypasses the sleeve. This maintains the pressure differential control function while preventing deposits from forming on the sleeve surface, as the fluid no longer flows directly over the moving adjustment part.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The invention segments the fluid path into two separate zones: a central duct through which debris-carrying fluid flows, and an annular passage between the sleeve and valve body through which regulated fluid flows. This segmentation isolates the sleeve from debris exposure while maintaining pressure differential control functionality.

Inventive Principle:
Principle #1Segmentation

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 solution effectively reduces debris deposition and maintains consistent flow rates by ensuring the sleeve operates freely, minimizing the impact of fluid-borne debris and maintaining efficient pressure differential control, thus reducing power consumption and operational issues.

Implementation Method 1

an elastic bellows-like membrane separating the inner volume of the regulator in a first chamber hydraulically connected with the inlet channel and a second chamber hydraulically connected downstream of the valve seat

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

Pressure differential control

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 3

a floating gasket surrounding the outer surface of the sleeve and slidingly moving with respect to the latter so as to block the gap depending on the difference between the fluid pressure in the second chamber and the fluid pressure in the outlet channel

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentEP3067772B1Automatic balancing valve
Publication Date: 2019.02.13 F PETTINAROLI
  • EP3067772B1 patent drawingFigure 1~2
  • EP3067772B1 patent drawingFigure 3
  • EP3067772B1 patent drawingFigure 4

AI summary

An automatic balancing valve is described, wherein a pressure regulator device is provided and comprises a sleeve sliding axially between a position opening at least one passage port for the fluid towards the outlet channel and a position closing the passage port/s depending on the pressure difference detected between two different chambers separated by an elastic membrane.