Integrated Valve Handle Lockout for Closed-Position Safety

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Solution Overview

Problem

Existing lockout tagout devices for valves often require additional hardware and cannot effectively lock out the valve in a closed position, posing a risk during maintenance as they may be inadvertently opened, releasing hazardous energy sources.

Innovation Solution

A lockout tagout device integrated into the valve assembly, featuring a handle and valve actuator with specific openings that align only when the valve is in the closed position, allowing a lockout member to prevent movement from closed to open, ensuring the valve can only be locked out when closed.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If existing lockout tagout devices are used for valves, then the valve can be locked out in an open position, but the valve cannot be locked out in a closed position, creating a safety gap

Engineering Contradiction:
Improvesafety of lockoutVSAvoidlockout position flexibility
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The lockout device utilizes the dynamic movement of the valve handle between open and closed positions. The openings in the handle and valve body are positioned such that they align only when the handle is in the closed position, allowing the lockout member to be inserted only when the valve is closed. This dynamic alignment mechanism ensures the valve can be locked out in the closed position while preventing lockout in the open position.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The openings in the handle and valve body are asymmetrically positioned relative to the valve's movement cycle. The first opening in the handle and the second opening in the valve body are located at specific angular positions that create a unique alignment condition only when the valve is in the closed position. This asymmetric positioning ensures that the lockout member can only be inserted when the valve is closed, providing position-specific lockout capability.

Inventive Principle:
Principle #4Asymmetry

2Reliability

If additional hardware is added to enable lockout in closed position, then the valve can be locked out in both open and closed positions, but the device complexity increases

Engineering Contradiction:
Improvelockout safetyVSAvoidhardware requirements
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The handle of the valve serves multiple functions: it acts as the actuating mechanism for opening and closing the valve, and simultaneously serves as part of the lockout device structure. The first opening in the handle and the alignment feature work together with the valve body's second opening to create the lockout mechanism. This multi-functionality eliminates the need for separate lockout hardware, reducing overall device complexity while enabling closed position lockout.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The lockout device is merged with the existing valve structure. The first opening in the handle and the second opening in the valve body are integrated into the existing valve components rather than being separate additions. The lockout member passes through these existing openings, combining the lockout function with the valve's existing structure and minimizing additional hardware requirements.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS11499650B2Lockout tagout device and valve
Publication Date: 2022.11.15 PARKER INTANGIBLES LLC
  • US11499650B2 patent drawing
  • US11499650B2 patent drawing
  • US11499650B2 patent drawing

AI summary

A valve assembly including a valve housing and a handle that is movable about an actuation axis to actuate a valve actuator within the valve housing between an open position and a closed position. The handle has a first opening and the valve housing has a second opening. When the valve actuator is in the closed position the first opening aligns with the second opening to enable receipt of a lockout member that prevents movement of the valve actuator from the closed position to the open position.