Valve Override Gear Assembly for Actuator Failure Control

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Solution Overview

Problem

Actuators in mineral extraction systems can fail to adjust valve positions, leading to cumbersome and time-consuming operations, especially during conditions like blowouts, due to jamming or connection interruptions, preventing effective control of fluid flow.

Innovation Solution

An override system independent of the actuator, utilizing differential gears and an external override gear to adjust valve positions, allowing for independent operation of the valve assembly without disengaging the actuator, ensuring fluid flow control even when the actuator fails.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If an actuator is used to adjust valve positions, then the valve control is automated and efficient, but the system becomes vulnerable to actuator failure which makes adjustment cumbersome and time-consuming

Engineering Contradiction:
Improveautomated valve controlVSAvoidsystem reliability under actuator failure
Core Design Contradiction:
Extent of automationVSReliability

Solution Approach 1:

The system is divided into two independent control paths: the automated actuator path and the manual override path. The override assembly with handwheel and gear mechanism operates independently from the actuator, allowing segmentation of functions so that failure of one path does not compromise the other.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The manual override mechanism is pre-configured and ready for immediate use in case of actuator failure. The gear assembly and handwheel are positioned and prepared in advance, providing a backup control method that can be activated without delay when the actuator fails.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

2Reliability

If a manual override system is added to the valve assembly, then reliability during actuator failure is improved, but the device complexity increases

Engineering Contradiction:
Improvevalve control reliabilityVSAvoidvalve assembly complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The manual override mechanism is merged with the existing actuator assembly by integrating the handwheel and gear components into the same housing structure. The override pinion gear meshes with the sector gear that also interacts with the actuator, combining both control methods in a single integrated unit.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The gear assembly serves dual functions: it transmits motion from the actuator during normal automated operation, and it transmits motion from the handwheel during manual override operation. This multi-functionality reduces the need for separate independent mechanisms.

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

3Ease of operation

If the override system requires disengaging the actuator from the gear assembly, then independent manual operation is achieved, but the operation becomes more time-consuming and complex

Engineering Contradiction:
Improveindependent manual operationVSAvoidtime for valve adjustment
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The sector gear acts as an intermediary element that receives motion from either the actuator or the handwheel pinion gear. This intermediary mechanism allows the handwheel to drive the valve stem directly through the gear teeth engagement, eliminating the need to disengage the actuator while still achieving independent manual operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Ease of operation

If the actuator is disengaged from the gear assembly for manual operation, then complete manual control is achieved, but the ease of operation is reduced due to additional disengagement steps

Engineering Contradiction:
Improvemanual control capabilityVSAvoidoperation procedure complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

Instead of disengaging the actuator from the gear assembly to enable manual operation, the design allows the handwheel to directly engage the sector gear through the pinion gear. This inverted approach eliminates the disengagement step by providing a direct mechanical path from handwheel to valve stem through gear meshing.

Inventive Principle:
Principle #13The other way round (Inversion)

Data Source

PatentEP3301336B1Override for a valve assembly
Publication Date: 2021.04.21 CAMERON TECH LTD
  • EP3301336B1 patent drawingFigure 1
  • EP3301336B1 patent drawingFigure 2
  • EP3301336B1 patent drawingFigure 3

AI summary

Embodiments of the present disclosure relate to a valve assembly (10) that includes a valve (20) configured to adjust a flow of fluid through a valve body (18) of the valve assembly (10), an actuator (16) configured to drive rotation of the valve (20), a gear assembly (32) having a first planetary gear assembly (60) and a second planetary gear assembly (62), where the first planetary gear assembly (60) is coupled to the actuator (16), and where the second planetary gear assembly (62) is coupled to the valve (20), and an override assembly (50) coupled to the second planetary gear assembly (62), where the override assembly (50) is configured to drive rotation of the valve (20) independent of the actuator (16) and without disengaging the actuator (16) from the gear assembly (32).