Hydraulic Valve Locking Mechanism for Excavator Fluid Control

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Solution Overview

Problem

Current hydraulic valve assemblies in compact construction vehicles, such as micro-excavators, lack an efficient and operator-friendly locking mechanism that can securely lock and unlock the hydraulic valve to control fluid flow effectively, which is crucial for managing the movement and operation of various attachments and components.

Innovation Solution

A hydraulic valve assembly with a valve locking mechanism that includes a pair of L-shaped handles coupled to a rod portion, a biasing mechanism, and cam surfaces, allowing the rod portion to move between locked and unlocked orientations, enabling secure locking and unlocking of the hydraulic valve by an operator, with the biasing mechanism resisting movement away from the locked position and facilitating fluid flow control.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a locking mechanism is added to control hydraulic valve movement, then safety and operational control are improved, but device complexity increases

Engineering Contradiction:
ImprovesafetyVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking mechanism is integrated with the existing valve assembly structure. The lock rod portion couples directly to the valve stem, and the cam surfaces are formed as integral features of the locking mechanism components rather than separate parts. This merging approach adds locking functionality while minimizing increases in overall device complexity.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The lock rod portion acts as an intermediary element between the handles and the valve stem. When the handles are moved to the locked position, the lock rod engages with the valve stem to prevent its movement. This intermediary component provides the locking function without requiring direct modification of the main valve structure, thus maintaining relatively simple device architecture.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If a locking mechanism with multiple components is implemented, then locking reliability is improved, but ease of operation deteriorates

Engineering Contradiction:
Improvelocking reliabilityVSAvoidease of operation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The two handles are coupled together and operate as a unified control mechanism. When both handles are moved simultaneously to the locked position, they together actuate the lock rod to engage with the valve stem. This combined operation provides reliable locking through a single coordinated action rather than requiring separate operations for each handle, maintaining ease of use while ensuring secure locking.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The biasing mechanism automatically returns the handles to the unlocked position when released by the operator. This self-returning feature eliminates the need for the operator to manually reset the handles after locking, and provides tactile feedback to confirm the locked state. The mechanism serves itself by using spring force to maintain proper handle positioning and indicate lock status.

Inventive Principle:
Principle #25Self-service

3Measurement precision

If cam surfaces are used to resist valve movement, then fluid flow control precision is improved, but device complexity increases

Engineering Contradiction:
Improvefluid flow control precisionVSAvoiddevice complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The cam surfaces are provided only at the critical locations where locking is required - specifically on the lock rod portion and the corresponding engagement surfaces. These localized cam features provide precise control over the locking engagement without requiring complex cam mechanisms throughout the entire valve assembly. The local application of cam surfaces achieves the needed precision while maintaining simple overall device structure.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The cam surfaces utilize curved geometric profiles to provide smooth, controlled engagement between the locking components. The curved surfaces allow for gradual engagement and disengagement of the lock, providing precise control over the valve positioning. This geometric approach achieves precision control through simple curved surfaces rather than complex mechanical linkages or adjustment mechanisms.

Inventive Principle:
Principle #14Spheroidality (Curvature)

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

The solution provides a reliable and operator-manageable locking mechanism that ensures precise control over fluid flow, enhancing the operational efficiency and safety of the micro-excavator by securely locking or unlocking the hydraulic valve, thereby managing the movement and operation of attachments and components effectively.

Implementation Method 1

a biasing mechanism, e.g., a spring, for resisting movement of the rod portion away from the locked position

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

cam surfaces provided on the rod portion and on the hydraulic valve, wherein the cam surfaces engage one another when the rod portion is in the locked orientation

Methodology Applied
Scientific EffectCam mechanism: Cam

Data Source

PatentEP2276955B1Hydraulic valve assembly with valve locking mechanism
Publication Date: 2015.11.11 CLARK EQUIPMENT CO
  • EP2276955B1 patent drawingFigure 1
  • EP2276955B1 patent drawingFigure 2
  • EP2276955B1 patent drawingFigure 3

AI summary

A hydraulic valve assembly (25) for an excavator (100) including a hydraulic valve (105) movable along a longitudinal axis (120) to control a flow of fluid, a flange (125) coupled to the hydraulic valve, the flange including a receptor (140), and a locking mechanism (110) movable between a locked orientation and an unlocked orientation. In the locked orientation, the locking mechanism cooperates with the receptor to inhibit movement of the hydraulic valve along the longitudinal axis and in the unlocked orientation the hydraulic valve is free to move along the longitudinal axis.