Integrated Bypass Valve With Reverse Check for Low-Lubricant Protection

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Solution Overview

Problem

Existing hydraulic hammer systems require separate valves for bypass and reverse check functions, which occupy valuable space and often rely on electrical circuitry for lubricant monitoring, posing a challenge in compact and non-electrically dependent solutions.

Innovation Solution

A compact valve assembly integrating bypass and reverse check functions using a housing, sleeve, spool, and stem configuration, where the spool and stem interact to divert fluid flow when lubricant levels are low and prevent backflow under high pressure, utilizing hydraulic activation ridges and cross-bores to manage fluid flow without electrical components.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If separate valves are used for bypass and reverse check functions, then each valve can perform its specific function reliably, but the apparatus occupies more space and requires additional electrical circuitry

Engineering Contradiction:
Improvevalve function reliabilityVSAvoidvalve assembly space
Core Design Contradiction:
ReliabilityVSVolume of stationary object

Solution Approach 1:

The patent combines bypass and reverse check functions into a single integrated valve assembly. The spool valve body incorporates both the bypass bore (providing bypass function) and the check valve seat (providing reverse check function) within one component structure, eliminating the need for separate valves and reducing overall space requirements while maintaining functional reliability

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The spool valve assembly serves multiple functions simultaneously: it provides bypass flow through the bypass bore, prevents reverse flow through the check valve mechanism, and controls main fluid flow through the spool positioning. This multi-functional design allows one component to replace what would traditionally require multiple separate valves

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Reliability

If separate valves are used for bypass and reverse check functions, then each function can be independently optimized, but the device complexity increases

Engineering Contradiction:
Improvefunction independenceVSAvoidvalve assembly structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges multiple valve functions into a single spool valve assembly with integrated bores and seating surfaces. The bypass bore, check valve seat, and spool control passages are all incorporated into one unified structure, reducing the number of discrete components and simplifying the overall device while maintaining independent functional operation

Inventive Principle:
Principle #5Merging (Combining)

3Measurement precision

If electrical circuitry is used for lubricant monitoring, then accurate detection of lubricant levels is achieved, but the apparatus becomes more complex and dependent on electrical systems

Engineering Contradiction:
Improvelubricant level detectionVSAvoidelectrical system dependency
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The valve assembly uses the fluid pressure differential itself to trigger the bypass function when lubricant levels are low. The reduced lubricant flow creates a pressure differential that automatically opens the bypass passage through the spool positioning, eliminating the need for external electrical sensors or circuitry while maintaining accurate detection of lubricant status through hydraulic feedback

Inventive Principle:
Principle #25Self-service

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 enables efficient space utilization by providing both bypass and reverse check functions in a single valve assembly, effectively managing fluid flow and preventing damage from low lubricant levels without electrical components, thus enhancing operational reliability and reducing wear.

Implementation Method 1

creating a pressure differential across the poppet member (69), and opening a tank port (67)

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

Another valve may prevent the unwanted reversal of fluid flow (sometimes referred to as a check valve)

Methodology Applied
Scientific EffectCheck valve function: Valve

Data Source

PatentUS11585449B2Pilot operated bypass valve with reverse check
Publication Date: 2023.02.21 CATERPILLAR INC
  • US11585449B2 patent drawing
  • US11585449B2 patent drawing
  • US11585449B2 patent drawing

AI summary

An inner subassembly for assembling a valve assembly includes a spool defining a central bore that extends axially through the spool forming a spool annular wall, and including a spool cone tip that is disposed at the first axial end, as well as a hydraulic activation ridge extending radially outwardly from the spool annular wall, and that is disposed axially between the second axial end and the first axial end. The spool may further define a first bypass bore. A stem defines a first flow bore that aligns with the first bypass bore.