Spring-Loaded Valve Lever Locking for Unauthorized Actuation Prevention

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Solution Overview

Problem

Existing lever-operated valves in industrial settings, such as refineries and drilling rigs, are prone to unauthorized actuation due to their design, which can lead to catastrophic consequences like fluid releases endangering workers and the public.

Innovation Solution

A locking apparatus comprising a base element, a blocking element, guide posts, and a resilient biasing system that obstructs the lever's rotation when positioned within its path of travel, requiring coordinated attention and physical effort to actuate the valve, thereby reducing the risk of accidental operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a locking apparatus with blocking element is added to prevent unauthorized actuation, then safety and reliability are improved, but device complexity increases

Engineering Contradiction:
Improvevalve actuation safetyVSAvoidlocking apparatus structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The blocking element is received within a cavity in the valve body, nesting the locking mechanism within the existing valve structure. The blocking element fits into a recess that is part of the valve body, creating a compact integrated design rather than adding external components.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The spring automatically returns the blocking element to its blocked position after the lever is actuated. The resilient biasing system provides self-service by automatically re-engaging the blocking element without requiring manual intervention, reducing operational complexity.

Inventive Principle:
Principle #25Self-service

2Reliability

If a blocking element with spring mechanism is used to obstruct lever rotation, then unauthorized actuation is prevented, but ease of operation deteriorates

Engineering Contradiction:
Improveprevention of unauthorized actuationVSAvoidlever actuation effort
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The blocking element transitions from a static blocked position to a dynamic retracted position during lever actuation. The spring allows the blocking element to dynamically move out of the lever's path during operation, then automatically return to block position, making the valve easier to operate while maintaining security.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The blocking element is pre-positioned to obstruct the lever's path of travel before actuation occurs. This preliminary blocking action prevents unauthorized actuation, while the spring mechanism allows for deliberate override when needed.

Inventive Principle:
Principle #9Preliminary anti-action

3Reliability

If the blocking element is positioned within the lever's path of travel, then valve security is improved, but accessibility for authorized operation may be reduced

Engineering Contradiction:
Improvevalve securityVSAvoidaccessibility for authorized actuation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The blocking element dynamically transitions between blocked and retracted positions based on operational needs. During normal operation, it blocks the lever path for security. During authorized actuation, it retracts to allow lever movement, then automatically returns to blocked position, balancing security and accessibility.

Inventive Principle:
Principle #15Dynamics

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 apparatus effectively prevents unauthorized access and actuation of the valve by maintaining the blocking element in a position that blocks the lever's path of travel, ensuring that deliberate action is required to change the valve's position, thus minimizing the risk of accidental fluid releases.

Implementation Method 1

a resilient biasing system that urges the blocking element toward a position within the lever's path of travel

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS10955065B2Locking apparatus for a rotating valve actuator
Publication Date: 2021.03.23 IRON HORSE IND LLC
  • US10955065B2 patent drawing
  • US10955065B2 patent drawing
  • US10955065B2 patent drawing

AI summary

A locking apparatus for a rotatable lever of the type used to control a valve. The apparatus is formed from a wedge-like base element, a wedge-like blocking element and a plurality of guide posts. The base element is fixedly attached to the valve body. The blocking element is penetrated by plural guide passages. Each guide post passes through a corresponding guide passage in the blocking element, and is threaded into the base element. A spring is interposed between the blocking element and the base element. When the spring is uncompressed, the blocking element obstructs rotation of the lever. External pressure in opposition to the spring can urge the blocking element toward the base element. When the blocking element is so positioned, the lever may be rotated.