Integrated Valve Lockout Assembly 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 that aligns specific openings only when the valve is in the closed position, preventing movement to the open position by using a handle and indicator stem configuration, 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 lockoutVSAvoidability to lockout in different positions
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The lockout device incorporates a dynamic alignment mechanism where the first opening in the handle and second opening in the valve housing only align when the valve actuator is in the closed position. This dynamic positioning ensures lockout capability is activated only when the valve is closed, eliminating the safety gap while maintaining operational flexibility.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The invention applies local quality by creating a specific geometric configuration where openings are positioned at particular angles and orientations. The first opening and second opening are arranged such that their alignment occurs only under specific conditions (valve closed), providing localized safety functionality exactly where needed without affecting other operational states.

Inventive Principle:
Principle #3Local quality

2Reliability

If additional hardware is added to existing valves to enable lockout, then lockout capability is achieved, but the complexity and cost of the valve assembly increases

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

Solution Approach 1:

The lockout functionality is merged with the existing valve handle structure. The first opening is integrated into the handle, and the second opening is integrated into the valve housing, allowing the lockout mechanism to function as part of the valve assembly itself rather than requiring separate additional hardware components.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The valve handle is designed to serve multiple functions: normal valve operation and lockout capability. By incorporating the first opening into the handle and configuring it to align with the second opening only when closed, the handle becomes a multi-functional component that provides both operational control and safety lockout without requiring dedicated separate hardware.

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

3Ease of operation

If the valve can be locked out in any position, then operational flexibility is improved, but the risk of inadvertent opening during maintenance increases

Engineering Contradiction:
Improveoperational flexibilityVSAvoidrisk of hazardous energy release
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The invention implements preliminary anti-action by preventing lockout in positions other than closed. The geometric configuration of the openings ensures that a lockout member can only be inserted when the valve actuator is in the closed position, proactively preventing the harmful scenario of lockout in an open position that could lead to inadvertent opening and hazardous energy release.

Inventive Principle:
Principle #9Preliminary anti-action

Data Source

PatentUS11906072B2Lockout tagout device and valve
Publication Date: 2024.02.20 PARKER INTANGIBLES LLC
  • US11906072B2 patent drawing
  • US11906072B2 patent drawing
  • US11906072B2 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.