Power Tong Gear Shift Locking Assembly for Vibration-Safe Gear Holding

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Solution Overview

Problem

Power tongs used in tubular running services are unsafe due to accidental shifting between low and high speed gear settings, posing a risk of injury from vibrations or mishaps.

Innovation Solution

A power tong gear shift locking assembly with a moveable handle that can be locked into discrete positions, utilizing a gear assembly with notches and a lock arm assembly, along with a biasing member like a spring, to prevent accidental gear changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a conventional power tong gear shift system is used, then the power tong can operate in different gear settings, but the gear may accidentally shift between low and high speed settings due to vibration or mishap

Engineering Contradiction:
Improvegear setting optionsVSAvoidgear setting stability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The gear shift system is segmented into discrete, separable positions with physical notches that define specific gear settings. The lock arm assembly divides the gear shift mechanism into distinct locked positions, preventing continuous or accidental shifting while maintaining the ability to select between different gear settings.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The notches are pre-formed on the gear assembly to define specific discrete positions before operation. The lock arm assembly is pre-configured with a biasing member that automatically engages the release handle with the notches, ensuring that gear settings are predetermined and cannot be accidentally changed during operation.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If a locking mechanism is added to prevent accidental gear shifting, then safety is improved, but the device complexity increases

Engineering Contradiction:
Improvegear setting stabilityVSAvoidlocking assembly structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The lock arm assembly utilizes a biasing member (spring) that automatically provides the locking force without requiring additional actuators or complex control systems. The mechanism serves itself by using the inherent elastic energy of the spring to engage and disengage the lock, simplifying the overall system while maintaining reliability.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The locking function is merged with the existing gear shift mechanism by integrating the lock arm assembly directly onto the gear assembly. The release handle is rotatably coupled to the shift handle, combining the shifting and locking operations into a single integrated assembly rather than adding a separate locking system.

Inventive Principle:
Principle #5Merging (Combining)

3Reliability

If discrete locked positions are implemented, then accidental gear shifting is prevented, but the ease of operation may be reduced due to additional locking steps

Engineering Contradiction:
Improvegear setting stabilityVSAvoidgear shifting convenience
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The release handle acts as an intermediary between the operator and the gear shift mechanism. By rotating the release handle, the operator indirectly engages or disengages the locking action through the biasing member, providing a simple and intuitive interface that maintains ease of operation while ensuring reliable locking.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The lock arm assembly is designed to be movable between locked and unlocked states, allowing dynamic transition between different operational modes. The biasing member enables the assembly to automatically return to the locked position after shifting, reducing the number of manual steps required and maintaining operational convenience.

Inventive Principle:
Principle #15Dynamics

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 effectively prevents accidental gear shifting during operations, ensuring safety by locking the power tongs into specific gear settings, meeting API safety standards and reducing the risk of human injury.

Implementation Method 1

the biasing member includes a spring

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

a biasing member coupled between the shift handle and the release handle

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS11585166B2Power tong gear shift systems and methods
Publication Date: 2023.02.21 SAUDI ARABIAN OIL CO
  • US11585166B2 patent drawing
  • US11585166B2 patent drawing
  • US11585166B2 patent drawing

AI summary

A power tong locking system includes a gear assembly with an aperture formed to receive a head shaft of a power tong gear shift system. The gear assembly includes discrete positions defined by notches formed between adjacent teeth arranged on a perimeter of the gear assembly. The power tong locking system further includes a lock arm assembly that includes a shift handle that includes an aperture formed to receive the head shaft of the power tong gear shift system adjacent the gear assembly, and a release handle rotatably coupled to the shift handle. The lock arm assembly is movable between a first position in which the release handle is secured in a first position to lock the power tong gear shift system at a first gear setting and a second position to lock the power tong gear shift system at a second gear setting that is different than the first gear setting.