Background of the Invention Many types of mechanical devices use handles for manual actuation. A typical example is a valve that is opened and closed by manually rotating a handle.

The handle is coupled to a driven element such as a valve stem or other actuator mechanism within the valve. The actuator mechanism transforms the rotary motion of the handle into a desired movement that opens and closes the valve. For example, a diaphragm valve may have a valve stem that is rotated directly by the handle. When the valve stem rotates, it causes a relative movement between the diaphragm and a valve seat to thereby open and close the valve.

In some applications it may be desired or required to be able to disable a rotary handle such as with a lockout device or to actually lock the handle against rotation. It may also be desirable or required to disengage the handle from the driven member with or without a locking or lockout feature.

Summary of the Invention To the accomplishment of the foregoing objectives, and in accordance with one embodiment of the invention, a rotary handle is provided that includes several aspects that can be used separately or in a variety of combinations. According to one aspect of the invention, a rotary handle coupling mechanism is provided that permits the handle to be coupled and uncoupled from a driven member by an axial translation

or displacement of the handle. In one embodiment, the handle can be locked or placed in a lockout condition when the handle is in either or both of the two axial positions.

In accordance with another aspect of the invention, a rotary handle mechanism is provided that restricts the rotary handle to a predetermined angular orientation in order to move the handle axially. In one embodiment, the mechanism also prevents rotation of the handle when the handle is axially moved to a predetermined position.

In accordance with yet another aspect of the invention, a rotary handle mechanism is provided that permits the handle to be aligned with any angular orientation at the time of assembly, for example to coincide with angular orientation of a driven member. In one embodiment, the rotary handle mechanism is used in combination with an actuator mechanism for a valve.

These and other aspects and advantages of the present invention will be apparent to those skilled in the art from the following description of the preferred embodiments in view of the accompanying drawings.

Brief Description of the Drawings The invention may take physical form in certain parts and arrangements of parts, preferred embodiments and a method of which will be described in detail in this specification and illustrated in the accompanying drawings which form a part hereof, andwherein: Fig. 1 is a cross-section of a handle mechanism and valve assembly in elevation and illustrating the handle in a first axial position and a first angular orientation; Figs. 2A and 2B are top views of the apparatus of Fig. 1 showing the handle

rotated in first and second positions to actuate a valve; Fig. 2C is a perspective of the handle body for the handle used in Fig. 1: Fig. 3 is a cross-section in elevation of the handle mechanism and valve assembly of Fig. 1 and illustrating the handle in a second axial position and a first angular orientation; and Fig. 4 is a cross-section view of the handle of Figs. 1-3 showing a guide track formed in the handle interior.

Detailed Description of the Preferred Embodiments With reference to Figs. 1-4, a rotary handle mechanism in accordance with the invention is generally indicated by the numeral 10. In this exemplary embodiment, the handle mechanism 10 includes a manually rotated handle 12 that is used in combination with a manually actuated valve A. However, those skilled in the art will readily appreciate that the various features and concepts of the present invention will find application with many actuator devices and other driven members besides valves that include a manually rotated handle. Thus, the invention more generally contemplates arrangements for coupling and uncoupling a rotary handle to a driven member with various additional aspects including among other things a lockout feature if desired.

In the exemplary embodiment herein then, the driven member 14 is the valve stem VS that is rotated in turn by rotation of the handle 12. Furthermore, although in the embodiments described herein the rotary handle 12 axis of rotation is aligned in a coaxial and concentric relationship with the longitudinal axis of the driven member VS, such structural features for the exemplary embodiment are not required to practice the invention. For example, various aspects of the present invention can be

applied to rotary handles that actuate a member that lies on an axis transverse the axis of rotation of the handle 12. for example, through a worm gear arrangement. Thus, the handle 12 may be used to rotate a driven member that in turn drives a second driven member as through a worm gear, for example. Further still, the rotary handle 12 may be coupled to a driven member such that rotary motion of the handle 12 causes linear movement of the driven member, for example, through a cam arrangement. Many other variations for specific applications will be readily apparent to those skilled in the art.

With particular reference to Fig. 1, the valve A may be conventional in design and in this embodiment is realized in the form of a diaphragm valve. Such a valve may be, for example, part no. 6LVV-MSM-DA-2-P-LDBL available from Nupro Company, Willoughby, Ohio. The specific features of the valve A form no particular part of the present invention and need not be described herein in detail in order to understand and practice the various aspects of the present invention. In this particular example, however, the valve device A that is actuated by the rotation of the handle 12 includes a driven member 14 realized in the form of a valve stem VS. In general, the valve A includes a valve body B with a fluid passage C formed therein. The passage C opens to a valve chamber D. The valve chamber D is sealed against leakage by a diaphragm G as is known. The passage C is closed by displacement of valve stem tip E in contact with the diaphragm G to move the diaphragm G into sealing engagement with a valve seat F. A bonnet nut H is threaded onto the valve body and is used to hold a bonnet I. At one end 11 the bonnet I clamps the diaphragm G against the valve body B. The bonnet I is internally threaded as at J. and the valve stem 14 is similarly threaded as at 16 so that rotation of the stem in a first direction causes the stem 14 to

move to a valve closed position. Rotation of the stem 14 in an opposite direction causes the stem 14 to move to a valve open position thus permitting fluid communication between the passage C and the valve chamber D, as well as other fluid passages in the valve body B such as an outlet passage K.

Therefore, as it pertains to the present invention, the valve A includes a driven member (the valve stem 14) that in response to rotation of the handle 12 can be moved to and between a first position in which the valve is closed and a second position in which the valve is open. The reference herein to the *first position corresponding to a valve closed condition and the"second"position being a valve open position, is merely for convenience of explanation herein. The exemplary valve herein is a quarter turn valve, meaning that the handle 12 is rotated 90 ° between open and closed positions of the valve A. However, the present invention is not necessarily limited to devices used with the handle mechanism of the present invention that are actuated with quarter turns. The present invention can be applied to rotary handles that involve any partial turn including half turn, three-quarter turn, any partial turn angular displacement (for example 65°) as well as multi-turn devices.

With continued reference to Fig. 1, the handle assembly 10 includes the handle 12 which in this embodiment is a simple generally cylindrical outer surface 18. The handle in this example is made from a machined aluminum block. The handle 12 can be rotated manually about a longitudinal axis of rotation 20. In this embodiment, the longitudinal axis of rotation 20 of the handle 12 coincides with the axis of rotation of the valve stem 14. As noted herein above, however, the handle axis of rotation 20 could be aligned completely different from the alignment of the driven member 14 depending on the drive arrangement used to translate rotation of the handle 12 into a

desired movement of the driven member 14. Accordingly, reference herein to an axis of rotation generally refers to the handle 12 axis of rotation, which in this example is the handle longitudinal axis and also happens to be collinear with the valve stem 14 axis of rotation. The handle 12 further includes an axial extension 22. the purpose of which will be explained in greater detail herein after. The handle extension 22 is somewhat cylindrical and includes a central bore 24 into which a distal end 14a of the valve stem 14 extends.

A cylindrical reference collar 26 is positioned about an end of the bonnet 1 opposite the diaphragm end 11. The reference collar 26 is secured to the bonnet I by any convenient structure such as a set screw 28. The collar 26 may also be keyed to the bonnet I to maintain alignment in the event that the set screw 28 loosens. The collar 26 includes a generally annular planar surface 30 that faces away from the valve A. As best illustrated in Fig. 2, indicia are placed on the collar surface 30, in this example the word OPEN' and the word"CLOSED". Additional indicia such as a green background for open and a red background for closed can also be used with the lettering or in lieu thereof.

The collar 26 is nou-rotational with respect to the rotary handle 12 and the driven member 14, hence it provides a convenient reference structure for the handle mechanism 10. Thus, the collar 26 includes a protrusion or guide 30 (Fig. 3) affixed thereto. In this embodiment, the guide is realized in the form of a pin. Other positionally fixed structures such as a machined extension from the surface of the collar 26 could also serve the function of the guide pin 30.

The handle mechanism 10 further includes a cylindrical base member 32 that is sized to easily fit concentrically within a central bore 34 in the handle 12 and at one

end 32a is positioned axially adjacent the upper surface 30 of the reference collar 26 when the handle 12 is in a first axial position illustrated in Fig. 1. A spline portion 36 is provided on a portion of the outer circumferential surface of the base 32. The handle 12 includes a corresponding spline 38 about a portion of the inner bore 34.

The spline coupling 36, 38 between the handle 12 and the base member 32 permits the handle 12 to have any angular orientation with respect to the base member 32 when the handle 12 and the base 32 are engaged at the spline. A set screw 40 or other suitable device is used to secure the handle 12 and the base member 32 together for mutual rotation.

The valve stem 14 includes a keyed portion 42. In this embodiment, the key 42 is realized in the form of a series of flats 42a that are radially non-symmetric. The handle base 32 is formed with an inner key way 44 that slides over the and operatively engages the valve stem key 42 only when the base 32 is in a predetermined angular orientation with respect to the key 42. The key way 44 is formed on a lower flange 46 of the base member 32 that extends radially with respect to the valve stem 14. When the stem key 42 and the key way 44 are engaged, the handle 12 can be used to turn the valve stem 14 via the interconnecting base 32. However, when the base 32 is disengaged from the stem key 42, rotation of the handle 12 will not turn the valve stem 14. In Fig. 1, the base 32 is shown in an engaged position with the stem key 42.

It is noted that the keyed coupling between the base 32 and the valve stem 14 is one of two examples of a coupling mechanism between the handle 12 and the valve stem 14 used in the exemplary embodiment. The other will be described shortly hereinafter. Either could be used alone as well as together. In the exemplary embodiment, as will be further explained herein, the keyed coupling 42.44 is used

primarily as a backup in case the primary coupling mechanism is defeated. An avantage of these coupling mechanisms is that the handle 12 always re-engages the valve stem 14 in the same angular orientation as when the handle 12 was disengaged.

A washer 48 rests on an upper surface of the flange 46. A cylindrical spring 50 is slipped over the valve stem extension 14a and rests against the washer 48. A snap ring 52 is used to hold the spring 50 in place. The spring 50 biases the handle 12 and the base 32 downward as viewed in Fig. 1 towards an engaged position. The snap ring 52 prevents the handle from being entirely separated from the valve A.

With reference to Figs. 2A, 2B and 2C, the handle 12 includes a window 54 in the form of a vertically extending slot. This slot is machined radially inward from the handle outer wall 56 and extends through the bottom of the handle 12. The window 54 is radially positioned so that indicia 58 placed on the upper surface 30 of the collar 26 can be viewed when the window 54 aligns with the indicia 58. For example, the word"OPEN"can be placed on the surface 30, and the word"CLOSED"placed 90° therefrom for the exemplary embodiment that utilizes a quarter turn valve. Only one of the indicia 58 can be viewed at a time, and the indicia are aligned to correspond to the condition of the valve A. In order to achieve this alignment, prior to assembly of the handle assembly 10 onto the valve A, the valve is closed by turning the valve stem 14 to a closed position. The collar 26 is then positioned on the valve A so that the OPEN and CLOSED indicia are in a desired orientation, for example as shown in Fig.

2. Note that the collar 26 can be arranged in any selectable alignment because the handle 12 can be mated to the collar 26 regardless of the collar 26 angular alignment.

After the collar 26 is positioned and secured with the set screw 28, the handle assembly 10 can be installed. First. the base 32 is slid over the key 42 and then the

washer 48. spring 50 and snap ring 52 are installed. The handle 12 can then be placed over the base 32 with a selected orientation so. that the window 54 is aligned to permit viewing of the"CLOSED"indicia on the surface 30 of the collar 26. Note that the spline connection 36,38 of the handle 12 and the base 32 permits the handle 12 to be aligned with the collar 26 indicia regardless of the rotational position of the collar 26.

After the handle 12 is aligned, it is fixed to the base 32 using the set screw 40. This is the assembled condition illustrated in Fig. 1 with the valve A closed and the handle 12 aligned to permit viewing of the word"CLOSED"on the collar 26.

The valve A can next be opened by simply turning the handle 12 a quarter turn, such as is illustrated in Fig. 2B and the window 54 will now permit viewing of the word"OPEN". Operation of the handle 12 by rotating between first and second positions to correspondingly close and open the valve A is thus accomplished with the handle in the axial position illustrated in Fig. 1. The spline coupling between the handle 12 and the base 32 thus permits any selected alignment of the handle 12, the indicia 58 (Fig. 2A) and the valve A position.

In accordance with another aspect of the invention, a lockout feature is provided. The term"lockout"as used herein includes without limitation the ability to disengage the handle 12 from the driven member 14 so that the handle 12 cannot actuate the driven member. The term"lockout"further contemplates without limitation the optional ability to actually lock the handle in a desired axial position using a locking device such as a padlock, or even a simple bar or other device.

Therefore, as used herein, when reference is made to a lockout feature, it is to be construed broadly to include the concepts of disabling, disengaging, locking, inhibiting and similar operations to prevent the handle 12 from actuating the valve A.

In accordance with this aspect of the invention, the handle 12 includes a second mechanism by which the handle 12 can be disengaged from the driven member 14. The first mechanism is the keyed coupling between the base 32 and the valve stem 14, as was described herein above. The second mechanism is best illustrated in Figs. 3 and 4 and includes the pin 30 that extends radially from the collar 26 (note that in Fig. 3 the valve A and handle assembly 10 are shown rotated 90° from the view of Fig. 1). The handle 12 includes an arcuate track 60 formed in a lower portion 62 of the handle wall. When the handle 12 is in an engaged position with the driven member 14, such as illustrated in Fig. 1, the a distal end of the pin 30 is aligned in the track 60. The track 60 is delimited by first and second stops 64.66 that define an arc through which the handle 12 can be rotated. When the pin 30 hits one of the stops 64,66 the handle 12 cannot turn further. The length of the track 60 is thus selected to coincide with the amount of rotation needed to turn the handle 12 so as to open and close the valve A, typically with an allowance for an amount of over travel to assure the valve A is fully closed and open.

The track 60 also includes a vertically extending slot 68. In the exemplary embodiment, the handle 12 lower wall 62 includes an inwardly extending lip 70, and the slot 68 is cut through this lip 70. In this embodiment, the slot 68 is positioned at the end of the track 60 that coincides with the valve A in the closed position.

Whenever the pin 30 is within the track 60 but not aligned with the vertical slot 68, the handle 12 is prevented from disengaging from the driven member 14. or in other words displaced axially in the exemplary embodiment, because the lip 70 catches on the pin 30. However, when the slot 68 and pin 30 are vertically aligned, the handle 12 can be axially moved to a second position as illustrated in Fig. 3. Note that when the

handle 12 is lifted, the connected base 32 is also lifted out of engagement from the keyed valve stem 42a, thus operatively disengaging the handle 12 from the driven member 14. It will be further noted that the handle wall 62 and slot 68 can be designed so that the pin 30 is captured or remains within the slot 68 when the handle 12 is fully lifted, so that the pin 30 catches on the side walls 72 of the slot 68. In such an embodiment, the handle 12 will be prevented against rotation when it is in its raised or disengaged position.

Thus, the pin 30 and track 60 design provides a coupling mechanism that permits the handle to be translated or displaced axially, or in other words to be translated axially between a first axial position in which the handle 12 is engaged with the driven member 14, and a second axial position in which the handle 12 is disengaged from the driven member 14. Optionally, the pin and track can be designed to prevent rotation of the handle 12 when the handle 12 is in one of its two axial positions (in the exemplary embodiment, this occurs when the handle is in the disengaged position). In this manner, the handle 12 is locked out against rotation when it is in the disengaged position.

It will also be noted that the vertical slot 68 also serves to define a predetermined and selectable angular orientation for the handle to be axially displaced. In the exemplary embodiment, the handle 12 can only be axially translated when the valve A is fully closed. Alternatively, the slot 68 could be positioned at an opposite end of the track 60 so that the handle could only be axially moved when the valve is open. Still further, two slots could be provided at either end of the track 60 to allow the handle to be moved axially in the open and closed position. It is also important to note that a single pin 30 and slot 68 arrangement as illustrated also

insures that the handle 12 can be returned to an engaged position only when the pin aligns with the slot. In other words, the handle 12 is only re-engaged with the driven member in the same angular orientation from which it was disengaged. So, for example, if the apparatus is designed to permit the handle 12 to be lifted when the valve A is closed, the handle 12 can only be returned to the engaged position that corresponds to the valve closed, assuring that the indicia 58 is properly aligned with the handle window 54.

The operation of the pin 30, track 60 and slot 68 arrangement shares some features with the keyed coupling 42,44 in that the pin and slot/track can be used to permit movement of the handle 12 axially to disengage the handle 12 from the driven member 14, as well as to assure that the handle 12 can be re-engaged only in the same orientation as when it was lifted. Therefore, when the pin 30 embodiment is used, the keyed coupling 42,44 is redundant. However, in some applications it may be desirable to use both, wherein the keyed coupling 42,44 serves as a backup feature in case the pin is defeated. In such an embodiment, even if the pin 30 is defeated, the keyed coupling 42,44 assures that the handle 12 re-engages in the same angular orientation as when it was disengaged.

The handle extension 22 includes a machined slot or groove 74 that can receive a lockout device such as a bar or rod, for example, or a locking device such as a hasp 76 of a lock 78. As illustrated in Fig. 3, when the handle 12 is axially moved to its second or raised position, the handle extension 22 is also displaced away from the stem extension 14a, thus unblocking the groove 74 to permit insertion of the hasp 76. In the exemplary embodiment herein, when the handle 12 is in its first or engaged axial position as illustrated in Fig. 1, the stem extension 14a blocks the groove 74.

Thus, the exemplary embodiment is locked in the closed position only. Alternatively. the stem extension 14a and handle extension 22 can be configure to permit the handle assembly 10 to be locked in the open position. For example, a retractable lockable pin (not shown) could be provided that could accept a lock and prevent raising the handle 12 until the lock is removed.

It is also important to note that the various features of the invention can be readily adapted for use with valves that utilize half turn, three-quarter turn and even full turn and multi-turn handle operation. Multi-turn operation can be accommodated, for example, by using the keyed coupling alone. The keyed coupling when used alone permits the handle 12 to be moved axially from any angular orientation with respect to the driven member (i. e. disengage) but also to always be re-engaged only in the same orientation.

The lip 70 could be omitted thus permitting the handle 12 to be raised and disengaged, and if desired locked out, from any angular orientation independent of the position of the valve A.

As a further alternative embodiment, the slot 68 may be closed at its lower end to engage the pin 30, thus preventing complete separation of the handle 12 and the valve A. In the exemplary embodiment, this modification may be a back up feature tot he snap ring 52.

The present invention can be applied to numerous other devices, other than valves, having a driven member that is driven by a rotary handle. More generally, the invention can be applied to any rotary handle that is coupled to a driven member that is coupled to the handle 12 and that can be disengaged from the handle by relative translational movement thereof.

The invention has been described with reference to the preferred embodiment.

Obviously, modifications and alterations will occur to others upon a reading and understanding of this specification. It is intended to include all such modifications and alterations insofar as they come within the scope of the appended claims or the equivalents thereof.