Valve Handle Lockout Alignment for Closed-Position Isolation

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Solution Overview

Problem

Existing lockout tagout devices for valves often require additional hardware and cannot 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 that aligns specific openings only when the valve actuator is in the closed position, allowing a lockout member to be inserted, preventing movement to the open position, and featuring an indicator stem for enhanced security.

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 locked out in closed position preventing hazardous energy release, but the device complexity increases due to multiple components including handle, valve actuator, and aligned openings

Engineering Contradiction:
Improvesafety during maintenanceVSAvoidvalve assembly structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The lockout tagout functionality is merged with the valve assembly by integrating the handle, valve actuator, and aligned openings into a single unified structure. This eliminates the need for separate lockout devices and reduces overall system complexity while maintaining safety functionality.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The handle serves multiple functions: it acts as both the valve actuator control mechanism and the lockout tagout interface. The aligned openings in both the handle and valve actuator serve dual purposes for both valve operation and secure locking, providing multi-functionality that reduces component count.

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

2Reliability

If the first opening aligns with the second opening only when the valve actuator is in closed position, then unauthorized opening is prevented, but the ease of operation is reduced due to position-specific alignment requirements

Engineering Contradiction:
Improveprevention of unauthorized accessVSAvoidlockout mechanism operation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The alignment mechanism uses asymmetric positioning where the first opening in the handle and the second opening in the valve actuator are positioned such that they only align when the valve actuator is in the closed position. This asymmetric geometric relationship provides inherent security while maintaining operational simplicity through intuitive alignment.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The valve must be closed before the lockout can be applied, as the openings only align in the closed position. This preliminary action ensures that the valve is in the safe state before locking, preventing unauthorized opening while maintaining ease of operation through clear positional feedback.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If additional hardware is added to facilitate lockout tagout, then the valve can be secured in closed position, but the manufacturing cost and assembly complexity increase

Engineering Contradiction:
Improvevalve securityVSAvoidvalve assembly production
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The lockout tagout components are merged with the valve assembly manufacturing process. The handle and valve actuator are produced as integrated components with built-in alignment features, eliminating the need for separate lockout device assembly and reducing manufacturing steps.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The handle and valve actuator serve dual functions as both operational controls and lockout interfaces. This multi-functionality eliminates the need for additional specialized hardware, simplifying manufacturing and assembly while providing secure lockout capability.

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

Data Source

PatentEP3789644B1Lockout tagout device and valve
Publication Date: 2022.11.16 PARKER HANNIFIN CORP
  • EP3789644B1 patent drawingFigure 1
  • EP3789644B1 patent drawingFigure 2
  • EP3789644B1 patent drawingFigure 3

AI summary

A valve assembly including a valve housing (218) and a handle (240) that is movable about an actuation axis (Y) to actuate a valve actuator (234) within the valve housing between an open position and a closed position. The handle has a first opening (246) and the valve housing has a second opening (244). 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.