Bottom-Loaded Packing Assembly for Control Valve Stem Sealing

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Solution Overview

Problem

Conventional live-loaded packing systems for control valves face limitations in maintaining consistent packing stress over a wide temperature and pressure range, leading to increased friction, wear, and maintenance challenges, particularly due to the need for precise initial adjustments and high packing stress that can result in reduced control valve performance and short packing life.

Innovation Solution

A bottom-loaded packing assembly using a stack of Belleville disk springs with a lower spring rate and longer travel range, combined with anti-extrusion washers and a packing retainer, which applies a constant packing stress that tracks process pressure, reducing friction and wear by eliminating the need for initial adjustment to counteract process pressure, and allowing for easier installation and maintenance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional live-loaded packing systems use high packing stress to maintain sealing, then sealing performance is improved, but friction and wear increase, reducing packing life

Engineering Contradiction:
Improvesealing performanceVSAvoidpacking life
Core Design Contradiction:
ReliabilityVSDuration of action of moving object

Solution Approach 1:

The packing stress is made dynamic rather than static by using a spring mechanism that automatically adjusts packing stress in response to process pressure changes. The spring rate is specifically selected to provide a change in packing stress that tracks process pressure, ensuring adequate sealing at all operating conditions while minimizing excessive stress that causes wear.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The invention changes the parameter of packing stress from a fixed high value to a variable value that dynamically tracks process pressure. By selecting an appropriate spring rate, the packing stress parameter is optimized to provide minimum necessary sealing force without the excessive stress that conventional systems apply, thereby reducing friction and wear.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If conventional packing systems apply high initial packing stress to counteract process pressure, then sealing is maintained, but control valve performance deteriorates due to increased friction

Engineering Contradiction:
ImprovesealingVSAvoidcontrol valve performance
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The packing stress transitions from a static high initial value to a dynamic value that responds to process pressure. The spring mechanism allows packing stress to adjust automatically, providing adequate sealing force only when needed rather than maintaining constant high stress, thus reducing friction on the valve stem and improving control valve performance.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

Instead of applying high initial packing stress to preemptively counteract unknown process pressure variations, the invention uses a spring with a specific rate that provides preliminary sealing capability while allowing the packing stress to develop in response to actual process pressure, avoiding excessive initial stress that would increase friction.

Inventive Principle:
Principle #9Preliminary anti-action

3Reliability

If conventional packing systems require precise initial adjustments to maintain packing stress, then sealing consistency is improved, but installation complexity and maintenance difficulty increase

Engineering Contradiction:
Improvepacking stress consistencyVSAvoidinstallation and adjustment
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The spring mechanism with a specifically selected spring rate provides self-regulating packing stress that automatically tracks process pressure variations. This eliminates the need for precise manual initial adjustments by maintenance personnel, as the spring rate itself is designed to provide the correct stress response characteristics without requiring complex setup procedures.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The invention changes the approach from manually adjusting packing stress parameters to selecting a spring rate parameter that inherently provides the desired stress consistency. This parameter selection during manufacturing ensures packing stress consistency without requiring complex field adjustments during installation or maintenance.

Inventive Principle:
Principle #35Parameter changes

4Reliability

If bellows seals are used to contain emissions, then emission containment is improved, but cost and installation complexity increase due to special materials and welding requirements

Engineering Contradiction:
Improveemission containmentVSAvoidinstallation complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention replaces the expensive, complex bellows seal with a simpler, more economical packing system using conventional materials and installation methods. While bellows seals provide emission containment, the packing system achieves comparable performance at lower cost and complexity, accepting that the packing may need periodic replacement rather than providing indefinite service life.

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

Solution Approach 2:

The invention extracts the essential function of emission containment from the complex bellows seal structure and achieves it through a simpler packing mechanism. By removing the bellows component entirely and using properly designed live-loaded packing, the system maintains emission containment while eliminating the associated complexity of special materials, welding, and installation procedures.

Inventive Principle:
Principle #2Taking out (Extraction)

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 provides a cost-effective, low-friction, and long-lasting packing system that maintains consistent sealing performance across varying conditions, reducing maintenance needs and improving control valve efficiency by ensuring a constant packing stress that aligns with process pressure, thus minimizing wear and extending the packing assembly's life.

Implementation Method 1

A bottom-loaded packing assembly using a stack of Belleville disk springs with a lower spring rate and longer travel range, combined with anti-extrusion washers and a packing retainer, which applies a constant packing stress that tracks process pressure

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

reducing friction and wear by eliminating the need for initial adjustment to counteract process pressure

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP2402635B2Low friction live-loaded packing
Publication Date: 2019.09.11 FISHER CONTROLS INT LLC
  • EP2402635B2 patent drawingFigure 1
  • EP2402635B2 patent drawingFigure 2
  • EP2402635B2 patent drawingFigure 3

AI summary

A cartridge packing assembly to seal a valve stem in a control valve assembly, the cartridge packing assembly comprising a seal assembly having a seal component to provide a fluid seal around the valve stem and at least a first anti-extrusion component to substantially prevent extrusion of the seal member about the valve stem. A loading assembly having a loading means to provide a predetermined packing stress upon the seal assembly and at least one spacer to couple the loading means to the seal assembly and a packing retainer adapted to be disposed in an outboard packing box of the control valve assembly, the packing retainer defining a packing bore receiving the seal assembly and the loading assembly wherein the packing retainer includes a predetermined length between a retainer shoulder and a loading means seating surface to control a loading assembly force that defines the predetermined packing stress in the control valve assembly.