Filter Cartridge Helical Coupling for Tool-Free Servicing

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing liquid filter arrangements, such as those for hydraulic and lubricating fluids, often require complex and time-consuming servicing processes, particularly in spin-on and bowl/cartridge configurations, which can lead to inefficiencies and increased maintenance costs.

Innovation Solution

A filter cartridge design featuring a treatment media construction with alternating connecting and non-connecting sections, including helical profiles and spring-loaded detents, allows for low-friction installation and secure attachment to a filter head, enabling quick and tool-free replacement without cross-threading.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If traditional threading or bayonet coupling is used to secure the filter cartridge to the filter head, then the connection is secure and reliable, but the installation and removal process becomes time-consuming and complex

Engineering Contradiction:
Improveinstallation speedVSAvoidconnection security
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The outer radial wall is segmented into alternating connecting sections and non-connecting sections. The connecting sections feature helical profiles that engage with corresponding grooves in the filter head, while non-connecting sections provide smooth surfaces. This segmentation allows for quick engagement through the helical locking mechanism while maintaining secure connection.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The connecting sections incorporate helical profiles (spiral curves) that wrap around the outer radial wall. These curved helical grooves engage with corresponding helical protrusions on the filter head, creating a self-locking mechanism that secures the cartridge reliably while allowing for tool-free installation and removal.

Inventive Principle:
Principle #14Spheroidality (Curvature)

2Productivity

If the filter cartridge uses a simple design for quick installation, then the servicing process is rapid, but the sealing and secure attachment may be compromised

Engineering Contradiction:
Improveservicing speedVSAvoidsealing quality
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The outer radial wall is divided into connecting sections with helical profiles and non-connecting smooth sections. This segmentation allows the sealing surfaces to be precisely positioned and maintained while keeping the overall design simple for quick installation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Different sections of the outer radial wall have different properties: connecting sections have helical profiles for mechanical engagement, while non-connecting sections have smooth surfaces optimized for sealing. This local differentiation ensures both rapid installation and reliable sealing without compromising either function.

Inventive Principle:
Principle #3Local quality

3Reliability

If the filter cartridge uses traditional securement methods, then the connection is reliable, but the risk of cross-threading and installation errors increases

Engineering Contradiction:
Improveconnection securityVSAvoidinstallation simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The connecting sections feature asymmetric helical profiles with specific pitch and orientation that only engage with matching grooves in the correct rotational position. This asymmetric design prevents cross-threading and installation errors, as the cartridge can only be properly installed in one orientation, while still allowing for tool-free operation.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The helical profiles provide a curved, self-guiding engagement path that naturally guides the cartridge into the correct position during installation. The spiral geometry prevents misalignment and cross-threading by requiring a specific rotational sequence for engagement, simplifying the installation process while ensuring reliability.

Inventive Principle:
Principle #14Spheroidality (Curvature)

Data Source

PatentEP4051406B1Filter cartridge
Publication Date: 2025.07.23 DONALDSON CO INC
  • EP4051406B1 patent drawingFigure 1
  • EP4051406B1 patent drawingFigure 2
  • EP4051406B1 patent drawingFigure 3

AI summary

A filter cartridge has media construction, a housing, and a first end construction. The first end constructions includes an outer radial wall with circumferentially spaced connecting sections; each connecting section having a plurality of helical profiles extending at a helix angle. The filter cartridge is removably attached to a filter head, which has mating connecting segments. A bowl cartridge assembly is also provided including connecting sections with a plurality of helical profiles.