Filter Base Plate Torque Locking and Fatigue Reduction

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Solution Overview

Problem

High-pressure spin-on fluid filters face challenges in torsional locking of the end plate to the canister during installation and removal, and in achieving cyclical fatigue resistance due to moment forces induced by pressure loads.

Innovation Solution

The design incorporates an annular side wall with a terminating lip portion that wraps radially inward over the end plate, and an annular trough on the end plate with a diverging outer wall to reduce moment loads and enhance torque transfer, featuring notches for locking engagement and a structurally strong yet narrow contact surface to prevent breakage.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If the end plate is directly attached to the cylindrical side wall of the canister to reduce the number of parts, then device complexity is reduced, but torque transfer capability deteriorates due to difficulty in torsionally locking the end plate to the canister

Engineering Contradiction:
Improvenumber of partsVSAvoidtorque transfer capability
Core Design Contradiction:
Device complexityVSStrength

Solution Approach 1:

The end plate is segmented with notches formed into its outer periphery, creating discrete locking engagement points. The side wall is segmented with corresponding locking portions that fit into these notches, establishing a mechanical interlock that enables effective torque transfer while maintaining a direct attachment design with reduced part count.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The notches in the end plate and locking portions in the side wall are positioned asymmetrically around the circumference, creating specific torsional locking points. This asymmetric arrangement prevents relative rotation between the end plate and canister during installation and removal operations, solving the torque transfer problem.

Inventive Principle:
Principle #4Asymmetry

2Ease of manufacture

If the terminating lip portion is made wide to provide sufficient contact surface with the end plate, then ease of manufacture is improved, but cyclical fatigue resistance deteriorates due to increased moment forces induced by pressure loads

Engineering Contradiction:
Improvecontact surface areaVSAvoidcyclical fatigue resistance
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The terminating lip portion features a localized narrow contact surface at its inner circumference that engages with the end plate. This narrow contact zone concentrates the load path, reducing the moment arm and thereby minimizing induced moment forces during pressure cycling, which improves fatigue resistance while remaining manufacturable.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The solution transitions from considering only the radial width of the terminating lip to incorporating the axial dimension and angular positioning. The lip is wrapped radially inward at a specific angle and position, creating a three-dimensional engagement geometry that reduces moment forces through optimized load distribution rather than simply increasing contact area.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Data Source

PatentUS7850755B2Filter with improved fatigue performance and torque transfer
Publication Date: 2010.12.14 BALDWIN FILTERS INC
  • US7850755B2 patent drawing
  • US7850755B2 patent drawing
  • US7850755B2 patent drawing

AI summary

A fluid filter includes a base plate, a canister, and filtering media contained in the canister for filtering fluid from an inlet port to an outlet port. Notches are formed into an outer periphery of the base plate. An annular bead of the canister side wall is partially formed into the notches to provide a torque locking mechanism between the base plate and the canister. The terminating lip portion of the canister is wrapped around the outer face of the base plate and formed into an annular trough to directly secure the base plate to the canister. The annular trough includes a diverging outer wall that provides a narrow contact interface between the terminating lip portion and the retention corner of the base plate to thereby reduce moment loads induced therebetween as a result of high fluid pressures in the filter.