Torque-Isolating Valve Actuator With Non-Rising Stem

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Solution Overview

Problem

Existing electric actuators used in deheading coke drums face challenges such as limited space requirements, increased wear due to torsional loads, unpredictable lifespan, inconsistent thrust output, and inability to operate quickly enough to mitigate dangerous conditions during the decoking process.

Innovation Solution

A torque isolating valve actuator system that includes an actuator housing, a nut housing with guide channels and rollers, anti-rotation rods to prevent rotation of the nut housing, and a non-rising hollow stem to shield the stem from torque forces, allowing for compact design and reduced wear.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If a conventional electric actuator is used to drive the valve stem, then the actuator can provide the necessary torque to move the valve, but the stem must be oversized to withstand torsional loads and the actuator housing becomes excessively large

Engineering Contradiction:
Improvetorque capacityVSAvoidactuator housing size
Core Design Contradiction:
ForceVSVolume of stationary object

Solution Approach 1:

The actuator system is segmented into two independent functional components: a torque generation system (planetary gear set and motor) and a linear motion system (screw shaft and nut). The torque is generated in the torque system and transferred through the screw mechanism to produce linear motion, separating the torque capacity requirements from the stem sizing requirements.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A screw shaft acts as an intermediary mechanism between the rotational torque output and the linear stem motion. The screw threads convert rotational torque into linear thrust, allowing the stem to be sized for thrust loads only rather than combined torque and thrust loads.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If the stem is extended beyond the actuator to accommodate the open position, then the valve can be operated, but additional deck space of several feet is required

Engineering Contradiction:
Improvevalve operation capabilityVSAvoiddeck space requirement
Core Design Contradiction:
Ease of operationVSArea of stationary object

Solution Approach 1:

Instead of extending the stem outward from the actuator, the design uses a non-rising stem where the nut housing moves along the screw shaft within the actuator housing. The linear motion is contained within the actuator boundaries, eliminating the need for extended stem clearance space.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The nut housing containing the linear motion mechanism is nested within the actuator housing. The screw shaft passes through the hollow non-rising stem, and the entire linear motion system is contained within the actuator footprint, allowing compact installation with minimal deck space.

Inventive Principle:
Principle #7Nested doll (Nesting)

3Productivity

If prior art electric actuators are used, then the actuator can move the gate, but torsional loads cause increased wear on system elements within the valve

Engineering Contradiction:
Improvevalve actuation speedVSAvoidsystem element wear
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The direct-drive mechanical connection between motor and stem is replaced with a screw mechanism (planetary roller screw). This substitution converts rotational motion to linear motion through threaded engagement, eliminating torsional loads from the stem and associated wear on valve elements while maintaining actuation speed.

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

4Strength

If a larger stem is used to withstand torque forces, then the stem can handle the loads, but the actuator housing size increases and space becomes constrained

Engineering Contradiction:
Improvestem load capacityVSAvoidactuator housing volume
Core Design Contradiction:
StrengthVSVolume of stationary object

Solution Approach 1:

The torque function is extracted from the stem and handled by a dedicated torque generation system (motor and planetary gear set). The stem is relieved of torque responsibilities and sized only for linear thrust loads, reducing its required size and the overall actuator housing volume.

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 torque isolating valve actuator effectively reduces the size of the actuator housing, minimizes wear and misalignment due to torsional forces, provides consistent thrust output, and enables faster operation, thereby enhancing safety and reducing downtime in coke drum decoking processes.

Implementation Method 1

a planetary roller screw configured to convert the rotation of the screw to movement of the nut housing along the screw shaft

Methodology Applied
Scientific EffectMechanical Advantage: Mechanical Advantage

Implementation Method 2

anti-rotation rods disposed within the actuator housing and connected to the actuator housing and positioned outside the nut housing and passing through the guide channels wherein the guide channels and anti-rotation rods are configured to prevent the nut housing from rotating

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP3969792B1Systems and methods for torque isolation valve actuator
Publication Date: 2025.05.21 TAPCOENPRO LLC
  • EP3969792B1 patent drawingFigure 1
  • EP3969792B1 patent drawingFigure 2
  • EP3969792B1 patent drawingFigure 3

AI summary

A low-volume non-rising stem gate valve comprising a hollow stem, planetary roller screw and anti-rotation rods. The anti-rotation rods isolate the torque force and maintain the alignment of the planetary roller screw with the stem and the screw shaft, thus reducing the amount of material necessary to support ordinary operational forces.