SMA-Actuated Valve Friction Reduction via Magnetic Coupling

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Solution Overview

Problem

Conventional spool valves face challenges with high operational friction and inadequate temperature compensation for shape memory alloy (SMA) actuators, limiting their application and performance due to the need for higher power consumption and larger form factors.

Innovation Solution

The development of SMA-actuated valve systems with temperature compensators, such as SMA wires and driver circuits, that adjust actuation based on temperature to minimize friction and extend the operational range of SMA actuators, allowing for compact and efficient fluid flow control.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If tight tolerances and viscous lubricants are used to minimize leaks, then sealing performance is improved, but frictional forces increase requiring higher power actuators

Engineering Contradiction:
Improvesealing performanceVSAvoidpower consumption
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The patent extracts the sealing function from the sliding interface by using magnetic coupling to actuate the valve through a non-contact interface. The magnetic field penetrates the housing wall to apply force to the spool without physical contact, eliminating the need for lubricants and tight tolerances at the actuation interface while maintaining sealing performance through contactless actuation.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent introduces a magnetic field as an intermediary between the actuator and the valve spool. The magnetic coupling mechanism transfers force through the housing wall without mechanical contact, serving as a mediator that eliminates direct friction while maintaining actuation capability and sealing integrity.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If tight tolerances and compliant seals are used to minimize leaks, then sealing performance is improved, but frictional forces increase requiring larger form factor actuators

Engineering Contradiction:
Improvesealing performanceVSAvoidactuator form factor
Core Design Contradiction:
ReliabilityVSVolume of moving object

Solution Approach 1:

The patent extracts the actuation force application from direct mechanical contact to magnetic coupling through the housing wall. This eliminates the need for large, high-force actuators while maintaining the ability to overcome friction and maintain seals, thereby reducing the form factor of the actuation system.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the mechanical contact-based actuation system with a magnetic field-based system. The magnetic coupling mechanism substitutes for traditional mechanical actuators, reducing the size and complexity of the actuation system while maintaining the force needed to operate the valve with tight tolerances and compliant seals.

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

3Use of energy by moving object

If traditional SMA elements are integrated into valves, then power and weight are reduced, but frictional drag from sliding pistons remains an obstacle

Engineering Contradiction:
Improvepower consumptionVSAvoidoperational longevity
Core Design Contradiction:
Use of energy by moving objectVSReliability

Solution Approach 1:

The patent extracts the SMA elements from direct integration with the sliding piston and instead uses them to generate magnetic field force through the housing wall. This separates the actuation function from the sliding interface, allowing the SMA elements to reduce power consumption without directly experiencing the frictional drag of the piston movement.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent introduces a magnetic field as an intermediary between the SMA elements and the valve spool. The magnetic coupling mechanism allows the SMA-generated force to be transmitted to the spool without the SMA elements being in direct contact with the friction-prone sliding interface, thereby reducing wear and improving reliability.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Volume of moving object

If traditional SMA elements are integrated into valves, then actuator size is reduced, but temperature effects on SMA operation are not sufficiently compensated

Engineering Contradiction:
Improveactuator sizeVSAvoidtemperature compensation
Core Design Contradiction:
Volume of moving objectVSAdaptability or versatility

Solution Approach 1:

The patent introduces a magnetic field as an intermediary that transmits the force generated by SMA elements through the housing wall to actuate the valve. This magnetic coupling mechanism allows for temperature compensation by enabling the SMA elements to operate at their optimal temperature while the magnetic field transmits the force to the valve spool, decoupling the SMA operating temperature from the valve operating temperature.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 reduces frictional forces and adapts to temperature changes, enabling SMA-actuated valves to operate efficiently across a broad temperature range with reduced power consumption and size, enhancing longevity and reliability.

Implementation Method 1

The bidirectional SMA actuator includes at least three rigid parallel elongate members, each having a long axis and being slideable relative to one another parallel to that long axis, each connected one to another by an SMA wire

Methodology Applied
Scientific EffectResistive heating: Joule Heating

Implementation Method 2

A first SMA actuated valve, driven by a first bidirectional SMA actuator, the first SMA actuated valve being configured to control the position of the first seal to vary fluid flow through the first port

Methodology Applied
Scientific EffectShape memory alloy effect: Shape Memory Alloy

Implementation Method 3

a first temperature compensator for counteracting the effect of ambient temperature on the first SMA actuator

Methodology Applied
Scientific EffectThermal expansion: Thermal Expansion

Implementation Method 4

a first temperature compensator for counteracting the effect of ambient temperature on the first SMA actuator

Methodology Applied
Scientific EffectThermal contraction: Thermal Contraction

Data Source

PatentUS7748405B2System, method and apparatus for reducing frictional forces and for compensating shape memory alloy-actuated valves and valve systems at high temperatures
Publication Date: 2010.07.06 ALFMEIER PRAZISION BAUGRUPPEN & SYSTLOSUNGEN
  • US7748405B2 patent drawing
  • US7748405B2 patent drawing
  • US7748405B2 patent drawing

AI summary

A valve system including a number of shape memory alloy (“SMA”)-actuated valves for controlling the flow of fluids is disclosed as is a variety of types of SMA-actuated valves and methods of operation. In one embodiment, a valve system includes a housing having a substantially closed cavity as well as a second port for communicating a fluid. Further, the valve system includes a first SMA actuator configured to control the position of the first seal to vary fluid flow through the firs port, and a first temperature compensator for adjusting the position of the seal by an amount proportional to temperature. A second SMA-actuated valve, driven by either a unidirectional or a bidirectional SMA actuator, controls the position of the second seal to vary fluid flow through the second port, and a second temperature compensator for adjusting the position of the second seal by another amount proportional to temperature.