Portable Soil Shear Testing Device Using Dial Penetrometers

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Solution Overview

Problem

Existing laboratory direct shear test machines are large, heavy, expensive, and immobile, introducing errors due to carriage friction, and require transporting soil samples to a remote location for testing, which is time-consuming and costly, especially in construction sites where different soil types may be encountered at various depths.

Innovation Solution

A portable, lightweight (less than 1 pound) soil testing device using two commercially available dial pocket penetrometers to apply and measure compression and shear forces, allowing for on-site testing of soil samples without electricity, enabling quick evaluation of soil conditions and reducing costs by eliminating the need for expensive machinery and waiting for test results.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If existing laboratory direct shear test machines are used, then measurement precision is improved, but device weight and size increase significantly

Engineering Contradiction:
Improvesoil testing accuracyVSAvoidmachine weight
Core Design Contradiction:
Measurement precisionVSWeight of moving object

Solution Approach 1:

The patent divides the traditional monolithic shear test machine into separate functional modules: a stationary frame, a movable plate assembly, and independent force measurement systems. This segmentation allows each component to be optimized independently and reduces overall weight while maintaining testing capability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent extracts the essential testing function from the bulky laboratory machine by removing unnecessary support structures, heavy metal components, and complex carriage mechanisms. Only the core shear testing capability is retained in a minimized form factor.

Inventive Principle:
Principle #2Taking out (Extraction)

2Measurement precision

If existing laboratory direct shear test machines are used, then measurement precision is improved, but device size increases

Engineering Contradiction:
Improvesoil testing accuracyVSAvoidmachine size
Core Design Contradiction:
Measurement precisionVSVolume of moving object

Solution Approach 1:

The testing apparatus is segmented into compact functional units that can be arranged in a space-efficient configuration, reducing the overall volume required for the test while maintaining measurement precision through carefully designed shear planes and force application points.

Inventive Principle:
Principle #1Segmentation

3Measurement precision

If existing laboratory direct shear test machines are used, then measurement precision is improved, but manufacturing cost increases

Engineering Contradiction:
Improvesoil testing accuracyVSAvoidmachine cost
Core Design Contradiction:
Measurement precisionVSEase of manufacture

Solution Approach 1:

The patent employs inexpensive materials such as acrylic or polycarbonate for the shear box and testing apparatus, replacing expensive metal construction. The focus is on creating a disposable or easily replaceable testing device that maintains adequate precision for field applications without requiring costly manufacturing.

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

4Measurement precision

If existing laboratory direct shear test machines are used, then measurement precision is improved, but ease of operation deteriorates due to immobility

Engineering Contradiction:
Improvesoil testing accuracyVSAvoidmachine mobility
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent transforms the static laboratory machine into a dynamic, portable system that can be easily relocated between test sites. The movable plate assembly and lightweight construction enable the device to be transported and reconfigured for different testing locations, maintaining operational ease while preserving measurement precision.

Inventive Principle:
Principle #15Dynamics

5Measurement precision

If existing laboratory direct shear test machines are used, then measurement precision is improved, but loss of time increases due to sample transport and waiting

Engineering Contradiction:
Improvesoil testing accuracyVSAvoidtesting time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The patent enables preliminary on-site testing of soil samples directly at the construction site before final laboratory analysis is required. This preliminary action provides immediate feedback on soil conditions, eliminating the time loss associated with transporting samples and waiting for laboratory results, while maintaining adequate precision for initial evaluations.

Inventive Principle:
Principle #10Preliminary action

6Measurement precision

If existing laboratory direct shear test machines are used, then measurement precision is improved, but device complexity increases

Engineering Contradiction:
Improvesoil testing accuracyVSAvoidmachine complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent extracts and eliminates complex mechanisms such as carriage wheels, heavy metal frameworks, and intricate force transmission systems from the traditional shear test machine. Only the essential shear testing function remains, significantly reducing device complexity while maintaining measurement precision for field applications.

Inventive Principle:
Principle #2Taking out (Extraction)

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 portable device provides reasonably accurate soil testing results, reducing idle time for workers and equipment, enhancing safety and efficiency by allowing multiple soil samples to be tested quickly at the construction site, thereby maintaining the integrity of the job site and preserving equipment.

Implementation Method 1

uses two commercially available dial pocket penetrometers, further used as dynamometers, to apply and measure compression force (perpendicular to the shearing plane) and shear force (parallel to the shearing plane)

Methodology Applied
Scientific EffectMechanical Force: Mechanical Force

Implementation Method 2

Existing devices apply a vertical load, then find maximum corresponding horizontal load which causes failure

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS11002650B2Portable device for direct shear express field test
Publication Date: 2021.05.11 SCHWARTZ ROBERT M
  • US11002650B2 patent drawing
  • US11002650B2 patent drawing
  • US11002650B2 patent drawing

AI summary

A soil shear testing device having a frame with a first plate and a second plate spaced apart from the first plate and fixed with respect to the first plate for defining a gap therebetween, the first plate having a first plate aperture formed therein and the second plate having a second plate aperture formed therein and being coaxial with the first plate aperture. A movable plate being insertable into the gap, having a movable plate aperture formed therein, the moveable plate being insertable into the gap into a receiving position where the moveable plate aperture is coaxial with the first and second plate apertures for allowing the device to accept a soil sample column, the gap having a depth for permitting the movable plate to be displaced past the receiving position for shearing the soil sample column at two separate shearing planes defined by opposite sides of the moveable plate.