Integrated Valve Handle Lockout for Closed-Position Isolation

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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 a lockout tagout device is integrated into the valve assembly with aligned openings, then the valve can be securely locked out in the closed position, but the device structure becomes more complex

Engineering Contradiction:
Improvelockout securityVSAvoidvalve assembly structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The lockout tagout device is merged with the valve assembly by integrating the lockout member, handle, and indicator stem directly into the valve structure. The handle is coupled to the valve actuator and includes openings that align with openings in the valve housing, creating a unified system where the lockout mechanism is inherent to the valve rather than an external addition.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The handle serves multiple functions: it actuates the valve by rotating to move the actuator between open and closed positions, and it simultaneously provides the locking mechanism by aligning its opening with the valve housing opening to receive the lockout member. This multi-functionality reduces the need for separate components.

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

2Reliability

If the valve can only be locked out in the closed position, then safety is improved during maintenance, but the operational flexibility is reduced

Engineering Contradiction:
Improvemaintenance safetyVSAvoidvalve operation flexibility
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The alignment of the handle opening with the valve housing opening occurs specifically when the valve is in the closed position, creating a preliminary condition that enables lockout only when the valve is closed. This preliminary alignment prevents the valve from being operated while locked, ensuring safety during maintenance by making the locked state incompatible with the open position.

Inventive Principle:
Principle #9Preliminary anti-action

3Reliability

If additional hardware is added to facilitate lockout, then lockout capability is improved, but the device complexity and cost increase

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

Solution Approach 1:

The valve assembly provides its own lockout capability through the integrated handle and opening alignment mechanism. The handle itself serves as the locking interface by aligning its opening with the valve housing opening, eliminating the need for external lockout hardware attached to separate valve components. The system serves its own lockout function through its inherent structure.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS11708916B2Lockout tagout device and valve
Publication Date: 2023.07.25 PARKER HANNIFIN CORP
  • US11708916B2 patent drawing
  • US11708916B2 patent drawing
  • US11708916B2 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.