Needle Valve Rotatable Cap Axial Stem Adjustment

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Solution Overview

Problem

Typical needle valves in mineral extraction systems are prone to damage and wear due to accidental contact and improper use, and they often fail to pass fire tests, leading to inefficiencies and reliability issues.

Innovation Solution

A needle valve design featuring a protective cap and a stem that moves axially without rotating relative to the body, incorporating a packing assembly and a rotatable knob for adjustment, which reduces wear and allows the valve to pass fire tests.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a typical needle valve is used in mineral extraction systems, then the valve can control fluid flow through ports, but the valve components are subject to damage and wear over time due to accidental contact and improper use

Engineering Contradiction:
Improvevalve durabilityVSAvoiddamage and wear from contact
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The valve is divided into a body portion and a separate protective cap portion. The protective cap can be removed or detached, allowing the valve body to remain in place while the cap provides protection when needed. This segmentation enables the protective function to be added without redesigning the entire valve structure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The protective cap acts as an intermediary element between the external environment and the valve components. It absorbs accidental contact and improper use, preventing direct damage to the stem, handle, and other sensitive parts of the valve.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If a typical needle valve with a handle is used, then the valve can be operated to control fluid flow, but the handle is subject to damage from accidental contact and improper use such as being used as a foot support

Engineering Contradiction:
Improvevalve adjustment capabilityVSAvoidhandle damage from misuse
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The handle function is separated from the vulnerable stem portion. The protective cap encompasses the stem and handle area, providing a robust outer shell that can withstand misuse while still allowing operational access through the open end or opening.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The protective cap is installed beforehand to cushion against potential damage from accidental contact or improper use. It serves as a pre-positioned protective barrier that absorbs the impact of misuse before it can reach the vulnerable valve components.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

3Ease of operation

If a stem that rotates relative to the body is used, then the valve can be adjusted to control fluid flow, but the stem threads experience scoring or wear over time

Engineering Contradiction:
Improvevalve adjustmentVSAvoidstem thread wear
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The traditional rotating stem mechanism is replaced with a protective cap that moves axially (in and out) rather than rotating. This substitution eliminates the threaded interface between the stem and body, removing the source of scoring and wear while maintaining the ability to adjust fluid flow control.

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

Solution Approach 2:

Instead of the stem rotating within the body to adjust the valve, the protective cap moves axially relative to the body. This inverts the traditional adjustment mechanism, placing the moving external component (cap) rather than the internal stem, thereby eliminating thread wear.

Inventive Principle:
Principle #13The other way round (Inversion)

4Reliability

If a protective cap is added to the valve, then the valve becomes more resistant to damage and wear, but the device complexity increases

Engineering Contradiction:
Improvevalve protectionVSAvoidvalve structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The protective cap serves multiple functions: it protects the valve components from damage, provides a grip surface for operation, and can be designed to indicate valve position or status. By combining these functions into a single component, the overall device complexity is minimized while achieving multiple benefits.

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

Solution Approach 2:

The protective cap merges the protection function with the operational interface. The cap's outer surface can serve as the gripping surface for adjustment, combining the protective barrier and the operational handle into one integrated component rather than adding separate elements.

Inventive Principle:
Principle #5Merging (Combining)

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 design enhances the durability and reliability of the valve by protecting it from damage and wear, while enabling efficient adjustment and ensuring compliance with fire safety standards.

Implementation Method 1

The cap is rotatably coupled to the body via a screw thread interface such that movement of the cap in a rotational direction about the body causes movement of the stem in an axial direction

Methodology Applied
Scientific EffectScrew mechanism: Screw

Implementation Method 2

A rotatable coupling includes a plurality of ball bearings positioned between the cap and the stem

Methodology Applied
Scientific EffectBall bearing: Ball Bearing

Data Source

PatentUS9897231B2Needle valve assembly with rotatable cap
Publication Date: 2018.02.20 CAMERSON INT CORP
  • US9897231B2 patent drawing
  • US9897231B2 patent drawing
  • US9897231B2 patent drawing

AI summary

A system includes a valve having an annular body, a cap positioned circumferentially about the annular body, and a stem positioned within an axially-extending cavity of the annular body. The stem is coupled to the cap such that rotation of the cap relative to the annular body drives the cap and the stem axially relative to the annular body to adjust the valve.