Bypass Valve Testing Safety Valves Without Shutdown

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Solution Overview

Problem

Current methods for function testing safety valves in process engineering plants often require shutting down the plant to assess leakage and closing rates, which disrupts normal operations and cannot detect these parameters without direct mechanical access.

Innovation Solution

A method and system using a bypass valve to create a controlled fluid flow and pressure situation at the safety valve, allowing for continuous sensing of its position and performance without affecting plant operations, utilizing a positioner to set desired fluid flow and pressure differences, and incorporating sensors to detect discrepancies indicating potential malfunctions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the safety valve is closed for function testing, then the valve position can be verified, but normal plant operation is greatly detrimented requiring complete plant shutdown

Engineering Contradiction:
Improvesafety valve function verificationVSAvoidplant operation continuity
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system segments the testing function from the main safety valve by introducing a bypass valve that can be tested independently. The bypass valve handles the testing flow while the safety valve remains in its normal operational position, allowing separate verification of safety valve function without shutting down the plant.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The bypass valve acts as an intermediary element that enables function testing of the safety valve without directly closing the safety valve. By routing flow through the bypass valve during testing, the system can verify safety valve positioning and leakage characteristics while maintaining plant operation through the bypass path.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If direct mechanical access is used to sense leakage and closing rate, then these parameters can be detected, but the testing process becomes complex and requires plant shutdown

Engineering Contradiction:
Improveleakage and closing rate detectionVSAvoidtesting system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The system replaces direct mechanical sensing of leakage and closing rate with flow-based measurement. By measuring flow rate and pressure differential across the safety valve during testing, the system can calculate leakage and closing rate parameters without complex mechanical sensors or direct contact with the valve mechanism.

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

Solution Approach 2:

The testing system uses pneumatic/hydraulic principles to measure valve performance. Flow meters and pressure sensors detect fluid dynamics parameters, which are then used to infer leakage rates and closing characteristics of the safety valve, avoiding direct mechanical measurement approaches.

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Quantity of substance

If the bypass valve is fully opened for testing, then flow can be redirected, but the predetermined flow conditions needed for accurate testing cannot be maintained

Engineering Contradiction:
Improvefluid flow through bypassVSAvoidflow condition control for testing
Core Design Contradiction:
Quantity of substanceVSManufacturing precision

Solution Approach 1:

The bypass valve is designed with dynamic positioning capability, allowing it to be adjusted to a specific test position rather than being fully open or closed. This dynamic adjustment enables the system to maintain predetermined flow conditions through the bypass while still redirecting sufficient flow for testing purposes.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes the operational parameters of the bypass valve from binary (fully open/closed) to a specific intermediate test position. By controlling the bypass valve to a predetermined position, the system maintains accurate flow conditions necessary for testing while ensuring adequate flow redirection through the bypass path.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS7621170B2Method and system for function testing a valve
Publication Date: 2009.11.24 SAMSON AG
  • US7621170B2 patent drawing
  • US7621170B2 patent drawing
  • US7621170B2 patent drawing

AI summary

In a method or system for function testing of a safety valve in engineering plant, it is tested whether the safety valve travels from a normal position to a predetermined final position in a certain operating situation of the plant. A bypass the valve bypasses the safety valve and assumes an idle position in a normal operation of the plant and a predetermined test position for function testing of the safety valve. The test position of the bypass valve is established such that a predetermined fluid flow through the bypass valve is permitted.