Filter Cartridge Key Ring Lock-Out Mechanism

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Solution Overview

Problem

Existing filter systems, such as bowl-cartridge and spin-on canister filters, face issues with incorrect cartridge replacement and confusion when multiple filters are mounted on a common filter head, leading to potential catastrophic consequences due to the lack of a secure locking mechanism.

Innovation Solution

A filter cartridge with a key ring and protrusions that engage a lock-out assembly in the filter head, ensuring correct installation, and a filter assembly with a locking sleeve and ring mechanism that prevents accidental connection without a proper filter cartridge, providing a secure locking system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a standard bowl-cartridge filter or spin-on canister filter is used, then the filter can be easily installed and removed, but there is no mechanism to prevent incorrect cartridge replacement or confusion when multiple filters are mounted on a common filter head

Engineering Contradiction:
Improveease of filter installationVSAvoidprevention of incorrect cartridge replacement
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The filter cartridge features an asymmetric key ring with protrusions positioned at specific locations that must align with corresponding recesses in the filter head. This asymmetric configuration ensures that only the correct cartridge orientation and type can be installed, preventing incorrect replacement while maintaining ease of installation through a simple rotational locking action.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The key ring with protrusions is pre-configured on the filter cartridge before installation. During installation, the operator must first align these protrusions with the filter head receptacles before the filter can be properly mounted. This preliminary alignment action ensures correct cartridge replacement is verified before the filter becomes operational.

Inventive Principle:
Principle #10Preliminary action

2Productivity

If multiple filter assemblies are mounted on a common filter head, then the system can be serviced efficiently, but the service person can get mixed-up regarding which filter assembly goes on where

Engineering Contradiction:
Improveservice efficiencyVSAvoidcorrect filter assembly placement
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

Each filter cartridge is equipped with a unique key ring configuration where the number, position, and arrangement of protrusions are specific to that particular filter type and application. This localized differentiation at the cartridge level ensures that each filter assembly can only be installed in its correct location on the filter head, eliminating confusion when servicing multiple filters simultaneously.

Inventive Principle:
Principle #3Local quality

3Reliability

If a locking mechanism is added to prevent incorrect installation, then reliability is improved, but the device complexity increases

Engineering Contradiction:
Improvesecure locking of filter cartridgeVSAvoidcomplexity of locking mechanism
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking function is extracted from a complex mechanical locking system and simplified to a geometric key ring mechanism with protrusions. This extracted approach provides secure locking through simple shape complementarity between the key ring protrusions and filter head receptacles, maintaining reliability while minimizing added complexity.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The key ring is designed as a simple, inexpensive component that is integral to or attached with the disposable filter cartridge. This simple locking element provides adequate security for the application without the complexity of reusable, sophisticated locking mechanisms, as the entire cartridge including the key ring is replaced periodically.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Data Source

PatentEP2496331B1Liquid filter assembly, system and methods
Publication Date: 2017.01.04 DONALDSON CO INC
  • EP2496331B1 patent drawingFigure 1~2
  • EP2496331B1 patent drawingFigure 3~4
  • EP2496331B1 patent drawingFigure 5~6

AI summary

A filter cartridge includes a key ring with at least first and second protrusions to engage a lock-out assembly in a filter head, permitting the cartridge to connect to the filter head. A filter system includes a filter assembly, including a filter cartridge and a cartridge housing, connected to a filter head, in which the filter head includes an adapter assembly with a lock-out mechanism. The lock-out mechanism is unlocked by a key ring on the filter cartridge. A method of installing a filter assembly includes using protrusions on a key ring on a filter cartridge to unlock an adapter assembly in a filter head to allow for connection between the filter assembly and the filter head.