Telescoping Scotch Yoke Actuator for Compact Valve Actuation

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Conventional Scotch yoke actuators require substantial installation space, are heavy, and have complex maintenance procedures due to their design, which leads to inefficiencies and reduced operational lifetimes, and reversing the rotational mode is time-consuming.

Innovation Solution

The design incorporates a telescoping assembly with a yoke having a passage that supports a pivotable slide member, allowing linear motion to be converted to torque with reduced footprint and improved stress distribution, and simplified assembly and maintenance methods by using interchangeable end caps and adjustable limit stop bushings.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Volume of moving object

If a conventional Scotch yoke actuator design is used, then the actuator can convert linear motion to rotary motion, but the actuator requires substantial installation space and has large dimensions

Engineering Contradiction:
Improveinstallation spaceVSAvoidmotion conversion capability
Core Design Contradiction:
Volume of moving objectVSEase of operation

Solution Approach 1:

The rod assembly is received within the yoke assembly, with the rod extending through a passage in the yoke. The slide member is received within the rod assembly and converts linear motion of the rod to rotary motion of the yoke. This nested configuration allows compact packaging of components, reducing the overall footprint and installation space required while maintaining the motion conversion capability.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Weight of moving object

If a conventional Scotch yoke actuator design is used, then the actuator can provide rotational actuation, but the actuator is heavy

Engineering Contradiction:
Improveactuator weightVSAvoidrotational actuation capability
Core Design Contradiction:
Weight of moving objectVSPower

Solution Approach 1:

The actuator is divided into distinct functional assemblies: a yoke assembly that rotates, a rod assembly that moves linearly, and a slide member that couples them. This segmentation allows each component to be optimized independently for weight while maintaining the overall rotational actuation capability. The modular design reduces unnecessary material and simplifies the structure.

Inventive Principle:
Principle #1Segmentation

3Ease of repair

If a conventional Scotch yoke actuator design is used, then the actuator can operate reliably, but maintenance procedures are complex and time-consuming

Engineering Contradiction:
Improvemaintenance simplicityVSAvoidoperational reliability
Core Design Contradiction:
Ease of repairVSReliability

Solution Approach 1:

The actuator is divided into modular assemblies (yoke assembly, rod assembly, slide member) that can be independently accessed and maintained. The rod assembly can be removed from the yoke assembly by disconnecting coupling mechanisms, allowing maintenance of individual components without disassembling the entire actuator, thus simplifying maintenance while maintaining reliability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The rod assembly is designed to be extractable from the yoke assembly through the passage, allowing easy removal and replacement of wear components such as the slide member or rod itself. This extraction capability enables simple maintenance procedures while maintaining operational reliability through component replacement.

Inventive Principle:
Principle #2Taking out (Extraction)

4Loss of time

If a conventional Scotch yoke actuator design is used, then the actuator can provide rotational motion, but reversing the rotational mode is time-consuming

Engineering Contradiction:
Improvetime to reverse rotational modeVSAvoidrotational mode reversibility
Core Design Contradiction:
Loss of timeVSAdaptability or versatility

Solution Approach 1:

The coupling between the rod assembly and yoke assembly is designed to be dynamically adjustable. The rod can be disconnected from the yoke and reconnected in an inverted configuration, allowing reversal of the rotational mode (clockwise to counter-clockwise or vice versa). This dynamic reconfigurability enables quick mode reversal without permanent fixed connections.

Inventive Principle:
Principle #15Dynamics

5Volume of moving object

If a compact design is used to reduce installation space, then the actuator footprint is reduced, but stress distribution may be compromised

Engineering Contradiction:
Improveactuator footprintVSAvoidstress distribution
Core Design Contradiction:
Volume of moving objectVSStrength

Solution Approach 1:

The nested configuration of the rod assembly within the yoke assembly, with the slide member coupling them, allows compact packaging while maintaining proper stress distribution. The passage in the yoke provides a guided path for the rod, ensuring proper alignment and force transmission. The slide member distributes loads between the rod and yoke, preventing stress concentration despite the compact arrangement.

Inventive Principle:
Principle #7Nested doll (Nesting)

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

This design reduces the overall size and weight of the actuator, improves stress distribution, and simplifies assembly and maintenance, allowing for efficient operation and easy reversal of rotational modes without disassembling the actuator from the valve.

Implementation Method 1

The rod assembly can be part of a piston assembly so that linear motion of a piston of the piston assembly can cause, via the rod assembly, a corresponding rotational motion of the yoke

Methodology Applied
Scientific EffectHydraulic actuation: Hydraulic Press

Implementation Method 2

The first end cap can support a linear actuator relative to the housing. The linear actuator can move the first rod assembly in the first direction

Methodology Applied
Scientific EffectPneumatic actuation: Pressure Gradient

Implementation Method 3

A Scotch yoke actuator can include a housing and a rod assembly that moves back and forth transverse to a rotatable shaft of a yoke that is offset from the rod assembly. The rod assembly can be part of a piston assembly so that linear motion of a piston of the piston assembly can cause, via the rod assembly, a corresponding rotational motion of the yoke

Methodology Applied
Scientific EffectMechanical advantage: Mechanical Advantage

Implementation Method 4

The piston rod can be slidably supported with a sliding bushing

Methodology Applied
Scientific EffectLubrication: Lubrication

Implementation Method 5

The limit stop bushing can be threadedly adjustable relative to the housing to adjust a limit stop location for the first rod assembly relative to movement of the first rod assembly in the first direction

Methodology Applied
Scientific EffectScrew mechanism: Screw

Data Source

PatentEP4065870B1Scotch yoke actuator
Publication Date: 2024.06.26 EMERSON PROCESS MANAGEMENT REGULATOR TECHNOLOGIES INC
  • EP4065870B1 patent drawingFigure 1
  • EP4065870B1 patent drawingFigure 2
  • EP4065870B1 patent drawingFigure 3

AI summary

Embodiments of the invention provide an actuator (100) for a valve assembly. The actuator can include a yoke (146) with at least one bore (196), a first rod assembly (136), and a first slide member (148) seated within the at least one bore and pivotally connected to the first rod assembly. The yoke can be configured to rotate about a yoke axis (198) to actuate the valve assembly. The first rod assembly can be configured to move in a first direction transverse to the at least one bore and the yoke axis. The first slide member can be configured to slide telescopically within the at least one bore as the first rod assembly moves in the first direction to transmit torque to the yoke for actuation of the valve assembly.