Filter Holder with Pivoting Bypass Valve for Cartridge Removal

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Solution Overview

Problem

Existing oil filter systems face challenges in reducing manufacturing costs and waste material, and they often make it difficult to remove spent filter cartridges due to excessive freedom of movement in adapter designs, leading to leverage issues during removal.

Innovation Solution

A filter holder with a bypass valve configuration that includes a disc with a fluid inlet and a valve seat, featuring tongues with protrusions for a snap-in connection to the filter cartridge, and a bearing surface for sealing and pivoting, allowing for safe and easy attachment and detachment of the filter cartridge, even when hot, while minimizing material usage and facilitating waste reduction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If an adapter with bypass valve is used to connect the filter element to the cap, then fluid filtration is enabled, but the adapter has too much freedom of movement which makes it difficult to remove the snap-fitted filter element

Engineering Contradiction:
ImproveFilter element removalVSAvoidAdapter freedom of movement
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The filter holder is segmented into a cap portion and a holder portion that can pivot relative to each other about a pivot axis. This segmentation allows the holder portion to pivot away from the cap portion during removal, creating leverage to overcome the snap-fit connection without excessive freedom of movement in normal operation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The connection between the cap and holder is made dynamic through the pivot joint. During normal operation, the holder is constrained to maintain proper positioning. During removal, the holder can pivot dynamically to create the necessary leverage for breaking the snap-fit connection between the filter element and the holder.

Inventive Principle:
Principle #15Dynamics

2Ease of manufacture

If traditional filter cartridge designs are used, then reliable oil filtration is achieved, but manufacturing costs are high and waste material is excessive

Engineering Contradiction:
ImproveManufacturing cost reductionVSAvoidFilter cartridge performance
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The filter holder integrates multiple functions into a single component: it provides structural support for the filter element, incorporates a bypass valve for pressure relief, and includes a pivot mechanism for easy removal. This merging eliminates the need for separate adapter components, reducing manufacturing costs and material waste while maintaining reliable filtration.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The filter holder serves multiple purposes: it acts as a mounting structure for the filter element, contains the bypass valve mechanism, provides a pivot joint for removal, and creates the necessary leverage for filter element extraction. This multi-functionality reduces the overall component count and material usage while ensuring reliable operation.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Ease of operation

If the filter holder is rigidly connected to the cap, then structural stability is maintained, but the filter cartridge cannot be easily removed due to lack of leverage

Engineering Contradiction:
ImproveFilter cartridge removalVSAvoidFilter holder connection stability
Core Design Contradiction:
Ease of operationVSStability of the object's composition

Solution Approach 1:

The connection between the filter holder and cap transitions from a rigid fixed connection to a dynamic pivot connection. The pivot joint maintains structural stability during normal operation while allowing rotational movement during removal to create leverage. This dynamic connection enables easy filter cartridge removal without compromising the stability needed for reliable filtration.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentEP3520871B1Filter cartridge and filter holder for the filter cartridge
Publication Date: 2021.11.24 HENGST SE
  • EP3520871B1 patent drawingFigure 1
  • EP3520871B1 patent drawingFigure 2
  • EP3520871B1 patent drawingFigure 3

AI summary

A filter holder 71 for a bypass valve of a fluid filter with a fluid inlet 73 defining a longitudinal axis 2 and a front side 711 of the valve holder 71, with a valve seat 74 at the rear side 712 of the valve holder 71 enables to support not only the bypass valve, but as well a filter cartridge, if the valve holder has at least one tongue 25 extending from the rear side of the valve holder configured to engage into a space behind a rim 514 of a front end cap of the corresponding filter cartridge to thereby fasten the valve holder to the rim 514. Additionally the valve holder may comprise a sealing surface 716 facing away from the rear side 712 of the valve holder 71 to mate with a corresponding sealing surface of the front end cap and an abutment 717 being positioned on the rear surface 712 to provide a pivot point for releasing the front end cap 51 and thus the filter cartridge.