Gate Valve Position Indication Using a Balance Rod Potentiometer

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Solution Overview

Problem

Existing gate valves in the oil and gas industry lack effective mechanisms for accurately indicating the position of the gate, which is crucial for controlling fluid flow, leading to inefficiencies and potential operational issues.

Innovation Solution

Incorporation of a potentiometer and balance rod system within the gate valve to determine the gate's position, combined with a visual indicator and debris shield, allowing for precise monitoring of the gate's movement and fluid flow control.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If a gate valve is used to control fluid flow in oil and gas applications, then fluid flow control is achieved, but the gate position cannot be accurately indicated

Engineering Contradiction:
Improvegate position indicationVSAvoidvalve structure
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The balance rod is partially disposed within the gate cavity and partially within a balance rod housing, creating a nested structure. The potentiometer is coupled to the balance rod, with the slider rod extending through the balance rod housing. This nesting arrangement allows the position indication mechanism to be integrated within the existing valve structure without requiring separate external components, thereby achieving accurate gate position indication while minimizing additional device complexity.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The balance rod serves as an intermediary mechanical element that transfers the gate's linear motion to the potentiometer's slider rod. The slider rod, which extends through the balance rod housing, acts as a mediator between the balance rod and the potentiometer's measurement mechanism. This intermediary approach enables accurate position measurement while maintaining a compact integrated structure.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If the balance rod is partially disposed within the gate cavity and partially within the balance rod housing, then accurate position measurement is enabled, but the device complexity increases

Engineering Contradiction:
Improvegate position determinationVSAvoidbalance rod housing structure
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The balance rod housing serves multiple functions: it provides structural support for the potentiometer assembly, guides the slider rod movement, protects internal components, and maintains the integrated nested structure. By making the housing multi-functional, the design achieves accurate position determination without requiring additional separate components, thereby minimizing the net increase in device complexity.

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

3Extent of automation

If a potentiometer is coupled to the balance rod for determining gate position, then remote monitoring capability is enabled, but the device complexity increases

Engineering Contradiction:
Improveremote monitoringVSAvoidelectrical components
Core Design Contradiction:
Extent of automationVSDevice complexity

Solution Approach 1:

The potentiometer replaces complex mechanical position indication mechanisms with an electrical measurement system. By coupling the potentiometer to the balance rod through the slider rod, the system converts mechanical displacement into an electrical signal that can be easily transmitted for remote monitoring. This substitution enables remote monitoring capability while actually reducing overall complexity compared to traditional mechanical indication systems.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables accurate and reliable indication of the gate's position, enhancing operational efficiency and enabling remote monitoring and control of fluid flow, thereby improving the management of fluid transfer processes.

Implementation Method 1

a potentiometer coupled to the second end of the balance rod for determining a position of the gate

Methodology Applied
Scientific EffectPotentiometer:

Data Source

PatentUS20260071692A1Gate Valve Position Indicators
Publication Date: 2026.03.12 BESTWAY OILFIELD INC
  • US20260071692A1 patent drawing
  • US20260071692A1 patent drawing
  • US20260071692A1 patent drawing

AI summary

A gate valve includes a valve body having a through-bore and a gate cavity that intersect and are substantially orthogonal to each other; a gate disposed within the gate cavity that is operable to move between an open position and a closed position; a balance rod that is coupled to the gate and at least partially disposed within the gate cavity; and a potentiometer coupled to the balance rod for determining a position of the gate. The potentiometer may be used to indicate the position of the gate within the gate cavity by correlating the resistance of the potentiometer with the position of the gate within the gate cavity. The valve may further include a viewing aperture formed through a balance rod housing coupled to the valve body for visually determining the position of the balance rod, and therefore, determining position of the gate within the gate cavity.