The invention herein described relates generally to step motor valve assemblies and more particularly to a step motor valve assembly with a failsafe feature.
Step motor valves, also referred to as stepper motor valves, are used to control a variety of fluids in industrial systems. A major limitation of many step motor valves is that upon a loss of power they remain at their last commanded position. In some applications this can be detrimental, i.e. the valve could be full open, full closed or any position in between. Electrical battery or capacitor back-up system solutions heretofore have been proposed to supply emergency power to the stepper drive to force it to a known, desired fail-safe position.
Another solution has been to include in the fluid flow circuit a separate solenoid-operated fail-safe valve which is normally biased to a fail-safe position. When power is supplied to the system, the fail-safe valve is moved to an open position for normal system operation of the step motor valve. If there is a power failure, the fail-safe valve will under the mechanical action of the spring move to its fail-safe position and override the step motor valve.
U.S. Pat. No. 4,501,981 describes a linear stepper motor that is provided with a feature to cause it to return to a zero position when current is cut off. The motor is formed of a stator assembly and a permanent magnet rotor assembly with poles thereof facing poles of the stator assembly. The rotor assembly, which is journalled for rotational movement only, includes a rotor core formed as a nut with an axial threaded aperture extending therethrough. A shaft assembly includes a shaft screw mating with the rotor core nut, a front shaft affixed thereto, and a fixed sleeve overfitting the front shaft to permit axial motion thereof. A ball-and-groove arrangement in the front shaft and the sleeve prevents rotation of the shaft without impairing axial movement thereof. A spring causes return of the shaft to zero when there is no current applied to the stator assembly. The spring can be a coil compression spring overfitting a portion of the shaft or a spiral torsion spring extending between the rotor and the stator assembly.
Such type of mechanical return device does not lend itself to stepper motor valves wherein the rotor assembly moves not only rotationally but also axially. One such stepper motor valve is disclosed in Korean Utility Patent No. 0211748. A rotor has an externally threaded portion that engages an internally threaded nut that is formed integrally with or joined to a valve body including a valve chamber. The rotor is contained within a housing interiorly communicating with the valve chamber, and the housing is externally surrounded by a stator assembly that magnetically interacts with the rotor to effect rotation of the rotor. Upon energization of the stator assembly surrounding the rotor, the rotor is caused to rotate and turn in the nut. As the rotor turns, it will move axially to in turn move a needle valve carried by the rotor. That is, rotation of the rotor moves the rotor axially to move the valve into or out of engagement with a valve seat.
The present invention provides a mechanical fail-safe solution for step motor valves in which the opening and closing of the valve is effected by rotation of a rotor that not only rotates but also moves axially. The solution may be accomplished without the need for backup electrical power or separate fail-safe valves.
Accordingly, the invention provides a step motor valve assembly comprises a housing including a threaded portion, a rotor having rotational axis and a threaded portion in threaded engagement with the threaded portion of the housing such that rotation of the rotor will effect axial movement of the rotor relative to the housing, a valve member carried by the rotor for axial movement toward and away from a valve seat upon rotation of the rotor in respective opposite directions, and a return mechanism for moving the valve member, particularly a spring-loaded compliant valve member, to a fail-safe position upon a loss of power to the step motor valve assembly.
The housing may include a valve body including the valve seat, a valve chamber and inlet and outlet passages communicating with the chamber with one of the passages opening to the valve chamber at the valve seat, and a shell having an interior in fluid communication with the valve chamber. The shell may have the rotor located therein, and the valve assembly may further comprise a stator assembly exteriorly surrounding the shell for magnetically interacting with the rotor to effect rotation of the rotor when power is controllably applied to the stator assembly.
In one embodiment, the return mechanism may include a spiral torsion spring that is fixed at a first end against rotation relative to the housing and is fixed at an opposite second end against rotation relative to the rotor. The first end of the torsion spring may be a radially inner end of the torsion spring, and at least one end of the torsion spring may be free to move axially relative to the housing or rotor to which it is fixed against relative rotation, thereby to accommodate axial movement of the rotor. The spiral torsion spring may be maintained in a planar configuration by axially adjacent walls of a spring case that may be axially inserted into the housing.
In a further embodiment, the return mechanism may include magnetically coupled first and second coupling members, the first coupling member being fixed for rotation with the rotor and the second coupling member being axially spaced from and magnetically coupled to the first coupling member such that the first and second coupling members commonly rotate; and a return device connected to the second coupling member for returning the second coupling member to a fail-safe position upon a loss of power to the step motor valve, whereupon the rotor and in turn the valve member will be moved to respective fail-safe positions. The return device may be located outside the shell with the second coupling member magnetically interacting with the first coupling member through a magnetically transparent wall portion of the shell. The second coupling member and return device may be mounted in a case that can be selectively attached to the shell, whereby the step motor valve assembly can operate without a fail-safe feature when the case is not attached to the shell and with a fail-safe feature when the case is attached to the shell.
In another embodiment, the threaded portion of the housing may be movable axially relative to the valve seat and biased by the return mechanism to an axial fail-safe position when no power is being supplied to the step motor valve assembly. When power is applied, the threaded portion may be moved to a commutating position.
In a further embodiment, the threaded portion may be a nut movable axially in a bore in a valve body and constrained against rotation relative to the valve body. There may be provided a radially movable cam member and a cam follower surface on the threaded portion cooperative with the cam member to move the threaded portion from its fail-safe position to its commutating position upon radial movement of the cam member from a first position to a second position. The cam member may be magnetically actuable. The threaded portion may also include a closure portion operable to block flow of fluid through the step motor valve assembly when the threaded portion is in its fail-safe position.
According to still another embodiment, the threaded portion of the housing may include a closure portion and be movable relative to the valve seat between a fail-safe position at which the closure portion is operable to block flow of fluid through the step motor valve assembly and an open position permitting flow through the step motor valve assembly, and the return mechanism may be operable to move the threaded portion to the fail-safe position upon a loss of power to the step motor valve assembly. The threaded portion may rotate relative to the valve seat or may move axially relative to the valve seat.
The foregoing and other features of the invention are hereinafter more fully described and particularly pointed out in the claims, the following description setting forth in detail certain illustrative embodiments of the invention, these being indicative, however, of but a few of the various ways in which the principles of the invention may be employed.
In the annexed drawings:
Referring now in detail the drawings and initially to
The step motor valve assembly 10 generally comprises a housing 11 which in the illustrated embodiment includes a valve body 12 and a shell 13 joined to the valve body. The valve body includes a valve chamber 14 and inlet/outlet passages 15 and 16, one of which opens to the valve chamber at a valve seat 17 that is associated with an orifice 18. A valve member 19, such as a valve needle, is movable toward and away from the valve seat 17 to control the flow of fluid through the valve assembly 10 and more particularly the orifice 18. The direction of flow may be in either direction, although preferably flow is from the passage 15 to the passage 16.
The valve member 19 is carried by a rotor 20 located within the interior of the shell 13 that may be in fluid communication with the valve chamber 14 whereby the interior of the shell is flooded with the working fluid being controlled by the step motor valve assembly 10 (in effect the shell 13 functions as a pressure vessel in fluid communication with the valve chamber 14). In the illustrated embodiment a middle portion of the valve member 19 is supported in the rotor 20 for relative axial movement. This may be effected by providing the rotor with an axial center bore 22 in which the middle portion of the valve member is supported for telescoping movement. The valve member 19 is captured in the rotor by a bushing 24 secured to the upper end of the valve member, and the valve member is biased downwardly by a resilient member such as a coil spring 25. The coil spring is interposed between a shoulder on valve member and a stop collar 27 retained in an upwardly open counterbore in a web portion 28 of the rotor. The counterbore has secured therein an arbor 30 that includes a downwardly opening center bore in which the bushing 24 can move axially with axial movement of the valve member 19. Since there are no additional gear reductions and the valve member is spring loaded, the valve member resists binding and causes no wear to the valve seat 17.
The rotor 20 may be of any suitable construction. In the illustrated embodiment the rotor has a plastic portion 32 molded to a center screw portion 33 in which the upper end of the valve member is slidably received as above described. The center screw portion has an externally threaded portion 34 depending from the web portion 28 of the rotor. The threaded portion is meshed with an internally threaded nut 35 that may be formed integrally with or joined to the valve body 12. Accordingly, rotation of the rotor will case the rotor to rotate relative to the nut 35 and thus screw into and out of the nut depending on the direction of rotation. This axial movement of the rotor will cause axial movement of the valve member 19 toward and away from the valve seat 17. Suitable stops 37 may be provided in known manner to limit the rotation of the rotor in one or both rotational directions and/or one or both axial directions, as may be desired for a particular application.
The rotor 20 has a radially outer tubular portion 40 positioned close to the inner surface of the shell 13. The tubular portion has magnetic media disposed therein to form magnetic poles that magnetically interact with the magnetic fields imposed thereon by a stator assembly 42. An exemplary stator assembly 42 is shown in
In accordance with the present invention, a return mechanism 46 is provided for moving the valve member 19 to a fail-safe position upon a loss of power to the step motor valve assembly 10. In the
Although the arrangement shown in
Consequently, a more preferred construction is shown in
The step motor valve assembly 53 shown in
More particularly, the outer end of the coil spring 56 may be fixedly attached to the coil case 60, which in turn may be press fit, adhesively bonded, or otherwise suitably secured to the shell 13. The inner coil end may have a loop 55 that mates with the pin at the end of the rotor arbor that passes through an aperture 62 in the wall of the spring case. The arbor 58 can translate and rotate with the rotor 20. The arbor pin, however, may have a slot of sufficient length to accommodate the full stroke of the rotor. The arbor end will translate axially through the loop of the spiral spring while remaining engaged and thereby imparting its rotation energy to the spring. With this arrangement, the spiral spring can be maintained in the plane on which it is wound and will not be susceptible to caging. The slotted end of the arbor can be aligned at assembly to pass through the clearance hole 62 in the case 60 and properly engage the loop at the inner end of the spring. The opposite end of the arbor will be rigidly attached to the rotor assembly.
More particularly, the arbor can be seen in
The spiral spring 56 will store the energy imparted to open the valve in the case of a normally closed valve or the energy imparted to close the valve in the case of a normally open valve. That is, if the valve has only opened one turn (or closed one turn for a normally open valve) then the energy associated with one turn is stored in the spring. The largest deflection (turns or revolutions) requirement would be when the valve is fully opened and that is when the spring has its maximum deflection (turns or revolutions) stored. In addition, the valve configuration may normally operate in an over-seat flow direction where the high-side pressure is contained with the shell 13 and is throttled through the orifice 18 to the low side pressure of the system. In this flow orientation the valve closure will be assisted by the pressure differential created across the orifice. Conversely, the spring return feature will also be imparting a minimal additional force to oppose the initial opening of the valve.
A modified version of the
Another embodiment is shown in
As in the other embodiments, the housing 11 includes a valve body 12 including the valve seat 17, a valve chamber 14 and inlet and outlet passages 15 and 16 communicating with the chamber with one of the passages opening to the valve chamber at the valve seat 17, and a shell 13 having an interior in fluid communication with the valve chamber. The shell has the rotor 20 and the inner coupling member 77 located therein, and the outer coupling member 78 and the return device 80 are located outside the shell 13 with the second coupling member magnetically interacting with the first coupling member through a magnetically transparent wall portion of the shell. The second coupling member and return device may be mounted in a case 83 that can be selectively attached to the shell, whereby the step motor valve assembly can operate without a fail-safe feature when the case is not attached to the shell and with a fail-safe feature when the case is attached to the shell. As in the case of the other embodiments, the stator assembly 42 exteriorly surrounds the shell 13 for magnetically interacting with the rotor to effect rotation of the rotor when power is controllably applied to the stator assembly, and the stator assembly may include a housing removably mountable to the shell.
As the rotor 20 turns it will wind the spiral spring 80 attached to the outer coupling member 78 and store the rotational energy. On loss of holding power or signal, the coil spring will unwind and force the valve closed. The normally closed valve configuration strengthens this coupling in that the coupling members will be moving to closer proximity as the valve is opened and will better resist the stored torque energy that is increased in the spiral spring.
Referring now to
The nut 35 is biased by a return device 94 to an axial fail-safe position when no power is being supplied to the step motor valve assembly. When power is supplied, the nut is moved to a commutating position.
More particularly, the return device 94 includes a compression spring interposed between the rotor and end wall of the shell. The spring in the un-powered state of the valve will force the rotor and nut toward the valve seat 17 to cause the valve member to close against the valve seat. When power is applied to the stator assembly (or a secondary stator if needed to generate sufficient force), the rotor is moved into its commutation position. The valve member and spring may be of sufficient length to accommodate the initial startup stroke and still provide compliant spring force shut-off at the valve seat. That is, the axial shifting movement is such as to bring the rotor to the point that further movement of the rotor will unseat the valve member from the valve seat. From this position the valve operates as normal and holding current to the stator assembly (and/or secondary stator) keeps the rotor assembly drawn into the correct axial location for commutation.
The wedge parts 103 are solenoid actuated, such that when power is supplied to the valve, a solenoid is energized to move the wedge members toward one another to urge the rotor upwardly to its normal operating position. The solenoid, for example, may be a separate set of windings 44a located in the stator assembly (shown in broken lines) which, when energized, causes the wedge members to move toward one another. Preferably such shifting movement is such as to bring the rotor to the point that further movement of the rotor will unseat the valve member 19 from the valve seat. That is, such movement corresponds to the compliance movement of the valve member biasing spring 25.
The dual wedge parts could be replaced with a single cylindrical part that has a helical cam surface on its internal diameter that would interact with a helical cam surface on the external diameter of the body nut on the cam surfaces at initial start up. This would reposition the body nut to the commutation position and allow for standard valve operation.
Another step motor valve assembly 120 is shown in
Although the invention has been shown and described with respect to a certain embodiment or embodiments, it is obvious that equivalent alterations and modifications will occur to others skilled in the art upon the reading and understanding of this specification and the annexed drawings. In regard to the various functions performed by the above described elements (components, assemblies, devices, compositions, etc.), the terms (including a reference to a “means”) used to describe such elements are intended to correspond, unless otherwise indicated, to any element which performs the specified function of the described element (i.e., that is functionally equivalent), even though not structurally equivalent to the disclosed structure which performs the function in the herein illustrated exemplary embodiment or embodiments of the invention. In addition, while a particular feature of the invention may have been described above with respect to only one or more of several illustrated embodiments, such feature may be combined with one or more other features of the other embodiments, as may be desired and advantageous for any given or particular application.
This application claims the benefit of U.S. Provisional Application No. 60/668,903 filed Apr. 6, 2005, which is hereby incorporated herein by reference in its entirety.
Number | Date | Country | |
---|---|---|---|
60668903 | Apr 2005 | US |