Reversible Thread Locking for Oil Filter Adapter Maintenance

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Solution Overview

Problem

Existing thread locking mechanisms are often permanent and inaccessible once parts are connected, making it difficult to disassemble mechanical assemblies for maintenance, particularly in applications like vehicle engines where adjustable connections are needed.

Innovation Solution

A thread locking mechanism that includes an adjustable portion with a screw extending from one end into the other, allowing alignment or misalignment of threads to secure or release the connection, preventing the part from turning during torque applications.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a permanent thread locking mechanism is used to secure parts together, then the connection strength and stability are improved, but the ability to disassemble and reassemble parts for maintenance is lost

Engineering Contradiction:
Improveconnection stabilityVSAvoiddisassembly ability
Core Design Contradiction:
ReliabilityVSEase of repair

Solution Approach 1:

The locking mechanism transitions from a static permanent lock to a dynamic reversible lock. The cam member can be rotated between a locked position (where it engages the groove to prevent rotation) and an unlocked position (where it disengages, allowing the threaded portion to be rotated for disassembly). This dynamic transformation resolves the contradiction between connection stability and disassembly ability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The cam member utilizes a curved cam surface that interacts with the groove in the threaded portion. The curved geometry allows the cam to engage the groove at specific rotational positions, providing reliable locking when engaged, while allowing easy disengagement when rotated to the unlocked position. The curved surface enables smooth transition between locked and unlocked states.

Inventive Principle:
Principle #14Spheroidality (Curvature)

2Reliability

If a thread locking mechanism is added to prevent rotation during torque application, then the connection reliability is improved, but the device complexity increases

Engineering Contradiction:
Improveconnection reliabilityVSAvoidmechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking mechanism is integrated into the existing threaded connection structure. The cam member is positioned within the threaded assembly, and the groove is formed in the threaded portion itself. This merging of the locking function into the existing connection structure provides reliable locking without adding significant complexity to the overall device.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The cam member and groove work together as a self-contained locking system that utilizes the existing threaded connection forces. When torque is applied to tighten the threaded connection, the cam member automatically engages the groove to prevent rotation, providing self-locking functionality without requiring additional active components or complex control mechanisms.

Inventive Principle:
Principle #25Self-service

3Strength

If existing locking mechanisms are made permanent and inaccessible, then the connection strength is improved, but the adjustability and accessibility for maintenance are worsened

Engineering Contradiction:
Improveconnection strengthVSAvoidadjustability
Core Design Contradiction:
StrengthVSEase of operation

Solution Approach 1:

The locking mechanism is designed to be dynamically reversible rather than permanently fixed. The cam member can be rotated to engage or disengage from the groove, allowing the connection to be strengthened when locked and adjusted or maintained when unlocked. This dynamic capability resolves the contradiction between connection strength and adjustability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The cam member is pre-positioned within the threaded assembly such that it automatically engages the groove when the threaded connection is tightened. This preliminary positioning ensures that the locking action occurs naturally during the normal tightening process, providing strong connection without requiring separate locking operations, while still maintaining accessibility for future adjustments.

Inventive Principle:
Principle #10Preliminary action

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 secure locking and easy removal of parts by adjusting the thread alignment, preventing unintended rotation during installation or removal, facilitating routine maintenance without damaging the assembly.

Implementation Method 1

The adjustable portion may be adjustable via a screw that extends from the second end of the oil filter into the adjustable portion located in the first end of the oil filter

Methodology Applied
Scientific EffectScrew mechanism: Screw

Implementation Method 2

When the threads on the exterior portion of the adjustable portion and the exterior threads of the oil filter adapter are not aligned, the oil filter adapter is locked such that torque applied to the oil filter adapter, e.g., to install or remove an oil filter, does not cause the oil filter adapter to rotate

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS11873744B2Thread locking mechanism
Publication Date: 2024.01.16 BAXTER PERFORMANCE
  • US11873744B2 patent drawing
  • US11873744B2 patent drawing
  • US11873744B2 patent drawing

AI summary

A thread locking mechanism may be include in a threaded portion of a removable part to enable the removable part to be securely locked to an assembly such that the removable part does not turn when another part is being attached or removed. The thread locking mechanism may also be un-locked when it is desirable for the removable part to turn and be removed from, or further secured to, the assembly. In some examples the removable part may be an oil filter adapter, the assembly may include an engine, and the other part may be an oil filter.