Valve Actuator Lockout and Partial Stroke Test Device
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Solution Overview
Problem
Existing lockout and partial stroke test devices for valve actuators are singular in function, failing to combine the requirements of preventing actuator operation during maintenance and performing partial stroke testing while compensating for variability in the valve's true closing position.
Innovation Solution
A combination device that integrates a lockout mechanism to prevent pneumatic cylinder actuator motion and a partial stroke testing mechanism, allowing for manual or remote operation, with adjustable components to match the actuator's travel stops to the valve's true closed position, using a device with slides, linkages, and adjustable stoppers to restrict motion.
Engineering Contradictions & Design Principles
Engineering Contradiction Analysis
1Reliability
If a lockout device is used to prevent actuator operation during maintenance, then safety is improved, but the device is singular in function and cannot perform partial stroke testing
Solution Approach 1:
The patent combines a lockout mechanism and a partial stroke test mechanism into a single device. The lockout mechanism includes a lockout rod with a lockout member that can engage with the actuator to prevent operation, while the partial stroke test mechanism includes a test rod with a test member that can engage with the actuator to limit motion to a predetermined partial stroke. Both mechanisms share common components such as the housing, mounting structure, and adjustment mechanisms, allowing the device to perform both safety lockout and functional testing functions.
Solution Approach 2:
The device is designed with universal functionality to serve multiple purposes: it can lock out the actuator in the fully open or fully closed position for maintenance safety, and it can perform partial stroke testing to verify valve operation without full actuation. The adjustment mechanism allows the device to be configured for different stroke lengths and locking positions, making it adaptable to various testing and maintenance requirements for different valve types and sizes.
2Adaptability or versatility
If a partial stroke test device is used to permit predetermined motion, then testing capability is improved, but the device is singular in function and cannot lock out the actuator
Solution Approach 1:
The patent integrates both partial stroke testing and lockout capabilities into one device. The test rod with adjustable stopper provides partial stroke testing by limiting actuator motion to a predetermined distance, while the lockout rod with selectable lockout members provides safety lockout by engaging with the actuator at specific positions. Both mechanisms are mounted on the same housing and share common adjustment and mounting features.
Solution Approach 2:
The device achieves universality by incorporating multiple functional mechanisms that can be selectively engaged. The adjustment mechanism allows configuration for different testing scenarios, and the same device can be positioned to provide safety lockout during maintenance. This eliminates the need for separate lockout and testing devices, improving operational efficiency and reducing equipment inventory.
3Reliability
If separate lockout and partial stroke test devices are used, then each function can be optimized, but device complexity and installation requirements increase
Solution Approach 1:
The patent merges separate lockout and partial stroke test devices into a single integrated unit. Both mechanisms share a common housing, mounting structure, and adjustment components. The lockout rod and test rod are both mounted on the same base structure and can be independently adjusted and engaged, reducing the total number of devices required while maintaining the functional performance of both features.
Solution Approach 2:
The integrated device provides universal functionality that eliminates the need for multiple separate devices. The same device can be configured for lockout operations or partial stroke testing depending on the operational requirements. This reduces installation complexity, minimizes the number of components that need to be managed, and simplifies maintenance procedures while preserving the optimized performance of both lockout and testing functions.
4Measurement precision
If adjustable components are added to match actuator travel stops to valve true closed position, then positioning accuracy is improved, but device complexity increases
Solution Approach 1:
The device incorporates adjustable components including an adjustable stopper on the test rod and selectable lockout members on the lockout rod that can be positioned to match the actuator's travel stops with the valve's true closed position. These adjustments allow dynamic adaptation to different actuator and valve configurations, ensuring accurate positioning without requiring a completely complex fixed mechanism.
Solution Approach 2:
The adjustment mechanism allows modification of key parameters such as the position of the stopper and the selection of lockout members to achieve precise alignment between the actuator travel stops and the valve's true closed position. By allowing parameter changes rather than requiring a completely fixed complex mechanism, the device achieves high positioning accuracy with a relatively simple adjustment system.
Data Source
AI summary
A combination device (102) configured to effect lockout and partial stroke testing for an actuator having a piston rod (104) providing linear motion and connected to a guide block (108) in an actuator, wherein the combination device includes a device housing (102a) having a housing bore, wherein the device housing is adapted to mount on a receptacle on the actuator that aligns a device housing bore coaxially to the translatory motion axis of the piston rod; an extension rod (109) adapted to be attached to the guide block connected to the piston rod; at least two slides or a profiled bore index sleeve (106) disposed in the device housing that when engaged provide means of restraining the movement of the extension rod in a manner that prevents said extension rod from moving and, in use, a driver element of the actuator from rotating relative to an actuator housing; a housing cover mounted over the device housing wherein the housing cover protects and retains the extension rod, and the slides or the index sleeve in the device housing and a spring biased safety pin mounted on the housing cover wherein the spring biased safety pin is configured to prevent unintended actuation of the actuator; and a tubular cover to protect the extension rod.