Valve Packing Load Guide With Deflection Stop for Consistent Stress

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing valve packing loading methods are prone to inconsistent and inaccurate stress application, leading to premature failure, leakage, and reduced operational life due to reliance on torque measurements and high-spring rate devices like Belleville springs, which require precise deflections and tight manufacturing tolerances.

Innovation Solution

A load apparatus with a guide and stop mechanism that controls the deflection of a biasing element, such as Belleville springs, to apply a consistent packing stress to the valve packing, preventing over-compression and ensuring a predetermined packing stress is maintained, thereby reducing variability and extending the life of the packing material.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If torque measurements and high-spring rate devices like Belleville springs are used to load valve packing, then packing stress can be applied, but the stress application becomes inconsistent and inaccurate leading to premature failure and leakage

Engineering Contradiction:
Improvepacking stress accuracyVSAvoidpacking operational life
Core Design Contradiction:
Measurement precisionVSReliability

Solution Approach 1:

The patent changes the parameter of spring rate from high to low, and introduces a deflection control mechanism that physically limits the spring compression distance. This transforms the loading method from torque-based (indirect) to deflection-based (direct) control, achieving consistent and accurate packing stress application while extending packing operational life through precise parameter control

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent replaces the traditional torque measurement and high-spring-rate mechanical system with a low-spring-rate system combined with a physical deflection stop. This substitution eliminates the need for torque measurements and tight manufacturing tolerances, providing more reliable and consistent packing stress application

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Measurement precision

If Belleville springs with precise deflections and tight manufacturing tolerances are used, then packing stress can be controlled, but the device complexity and manufacturing difficulty increase

Engineering Contradiction:
Improvedeflection control precisionVSAvoidmanufacturing tolerance requirements
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent introduces a physical stop as an intermediary element between the Belleville spring and the packing. This stop acts as a mediator that physically limits spring deflection to a predetermined distance, eliminating the need for tight manufacturing tolerances on the spring itself while maintaining precise deflection control. The stop serves as a simple, manufacturable reference feature that guides and constrains spring compression

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent segments the deflection control function into two independent parts: the Belleville spring provides the packing stress force, while the physical stop provides the deflection limitation. This segmentation allows each component to be manufactured with relaxed tolerances while achieving the combined effect of precise, controlled packing stress application without requiring the spring alone to meet tight tolerance requirements

Inventive Principle:
Principle #1Segmentation

3Force

If high-spring rate devices are used to apply packing stress, then the packing can be loaded, but over-compression occurs leading to inconsistent stress application and reduced packing life

Engineering Contradiction:
Improvepacking stress forceVSAvoidstress application consistency
Core Design Contradiction:
ForceVSReliability

Solution Approach 1:

The patent applies preliminary anti-action by positioning a physical stop beforehand that prevents the Belleville spring from compressing beyond a predetermined distance. This pre-positioned stop counteracts the tendency of the spring to over-compress the packing, ensuring consistent stress application and preventing damage from excessive compression while maintaining reliable packing performance

Inventive Principle:
Principle #9Preliminary anti-action

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 solution enables precise control of packing stress, reducing leakage, friction, and material transfer, resulting in improved valve performance and extended operational life by ensuring a consistent and accurate loading of the valve packing.

Implementation Method 1

A load apparatus with a guide and stop mechanism that controls the deflection of a biasing element, such as Belleville springs, to apply a consistent packing stress to the valve packing

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS11143314B1Methods and apparatus to load a valve packing
Publication Date: 2021.10.12 FISHER CONTROLS INT LLC
  • US11143314B1 patent drawing
  • US11143314B1 patent drawing
  • US11143314B1 patent drawing

AI summary

Methods and apparatus to load a valve packing are described. An example load apparatus to load a valve packing includes a guide including a flange and a wall protruding from the flange. The wall defines a cavity to receive a biasing element and a stop movable between a non-active state and an active state. The stop in the non-active state to enable movement of the guide in a first rectilinear direction relative to a longitudinal axis of a packing bore of a fluid valve and the stop in the active state to prevent movement of the guide in the first rectilinear direction. The stop to control an amount of deflection of the biasing element in the first rectilinear direction when the stop is in the active state.