Edgeless Valve Spool with Variable Clearance Zones

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Solution Overview

Problem

Existing spool valve assemblies face challenges in balancing mechanical binding and static leakage, as conventional designs often result in either mechanical binding due to large clearances or excessive hydraulic power loss from leakage, especially under varying thermal conditions.

Innovation Solution

The spool valve assembly features a cylindrical spool with distinct guide and tight clearance regions, where the spool guide region outer diameter is less than the valve bore inner diameter, and the tight clearance region outer diameter is greater than the guide region diameter, allowing for controlled fluid flow and minimizing leakage by optimizing the diametrical clearances between the spool and the valve bore.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a uniform clearance is provided between the spool and valve bore, then the spool can move freely without mechanical binding, but hydraulic power loss from leakage increases

Engineering Contradiction:
Improvespool movement freedomVSAvoidhydraulic power loss
Core Design Contradiction:
Ease of operationVSLoss of energy

Solution Approach 1:

The spool is designed with different clearance zones: a larger clearance in the guide regions (proximal to end walls) to prevent mechanical binding and facilitate spool movement, and a smaller clearance in the tight clearance region (central portion) to minimize hydraulic leakage. This local differentiation of clearance quality resolves the contradiction between movement freedom and energy loss.

Inventive Principle:
Principle #3Local quality

2Loss of energy

If a tight clearance is provided between the spool and valve bore, then hydraulic power loss from leakage is minimized, but mechanical binding occurs

Engineering Contradiction:
Improvehydraulic power lossVSAvoidspool movement freedom
Core Design Contradiction:
Loss of energyVSEase of operation

Solution Approach 1:

The spool incorporates a tight clearance region in its central portion where leakage control is critical, while maintaining larger clearance zones in the guide regions near the end walls. This local differentiation allows tight clearance to minimize hydraulic power loss without causing mechanical binding, as the guide regions provide sufficient clearance for free movement.

Inventive Principle:
Principle #3Local quality

3Manufacturing precision

If thermal expansion is not accounted for in clearance design, then manufacturing precision is maintained, but mechanical binding occurs under thermal conditions

Engineering Contradiction:
Improveclearance controlVSAvoidspool movement freedom
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

The spool design incorporates thermal expansion compensation by providing larger clearances in the guide regions that are more susceptible to thermal growth. The guide regions proximal to the end walls have increased clearance to accommodate thermal expansion of the spool and valve bore, preventing mechanical binding while maintaining manufacturing precision in the critical tight clearance region.

Inventive Principle:
Principle #37Thermal expansion

Data Source

PatentUS10309543B2Edgeless valve spool design with variable clearance
Publication Date: 2019.06.04 CATERPILLAR INC
  • US10309543B2 patent drawing
  • US10309543B2 patent drawing
  • US10309543B2 patent drawing

AI summary

A valve spool may include a cylindrical spool body having a spool longitudinal axis, a first spool body end wall and a second spool body end wall disposed axially opposite the first spool body end wall, and a spool outer surface. The spool outer surface may include a first spool guide region proximate the first spool body end wall and having a spool guide region outer diameter, a second spool guide region proximate the second spool body end wall and having the spool guide region outer diameter, and a spool tight clearance region disposed between the first spool guide region and the second spool guide region. The spool tight clearance region may have a spool tight clearance region outer diameter that is greater than the spool guide region outer diameter.