BACKGROUND OF THE INVENTION

This invention 'generally relates to a system by which the overall performance and actual thrust loads delivered by an elec¬ tromechanical, mechanical, pneumatic or hydraulic valve operator can be statically and dynamically monitored.

The conditions giving rise to the problems solved by this invention are commonly found in industries utilizing externally driven valves. In particular within the power industry, valves are operated remotely from open, closed and intermediate positions to improve of maintain utility power plant output, or in many cases provide for the protection of plant equipment, as well as protection of the general public from release of radioactive materials either directly or indirectly. Continual proper operation of these valves is essential to industries and the general public.

. Typically these valves are required to operate under differing operating conditions of temperature, pressure and flow within the

common requirement for consistent operation. Further, the inherent operating characteristics of the valve and operator are constantly undergoing mechanical or electrical changes from maintenance, repair, adjustments, calibration and wear. r

In the earlier state-of-the-art, remote and local externally operated valves have been tested and cal ibrated to demonstrate that the operator will deliver the minimum or maximum thrust loads to the valve stem under static conditions. The prior state-of-the-art did not provide verification that the static load delivered by the operator was acceptable after field assembly or maintenance, nor did the prior art provide any verification of the imposed valve load under dynamic conditions.

Historically, the thrust required to open or shut and subse¬ quently to seat a valve was determined analytically by considering such factors as temperature, pressure, pressure drop, flow, liquid, valve type, packing load, motor voltage 'and valve mechanical char¬ acteristics. Once the minimum and maximum valve thrust requirements were determined analytically, the valve operator size could then be selected. Normally, motor operated valves in nuclear power plants, which perform a safety function, are required to operate between seventy-five and one hundred-ten percent (75-110%) of nominal line voltage applied to the operator. This requirement could lead to sizing of operator motors which can deliver from 1.0 to 2.5 times the required valve stem thrust, depending upon the actual line voltage. With oversized motors and operators, the load imposed on the valve is typically much larger than anticipated or estimated by static means, due to the inherent motor/operator inertia effects. Prior state-of- the-art methods for minimizing the effects of dynamic or inertia forces involved the use of torque switches, motor brakes or compen¬ sating springs. Although these devices provided some relief, they do not preclude excessive or inadequate thrust loads being delivered to the valve stem, seat and body. Complicating this situation is the fact that when a'valve leaks, common practice has been to increase the

force delivered to the valve stem through increased torque switch adjustments. Studies have shown that this approach subsequently leads in many cases to irrevocable damage to the valve or inop- erativeness and more importantly degradation of system reliability as a whole.

The basic shortcoming of the prior art-load limiting devices is that they are not diagnostic in nature and, as in the case of the torque switch, provide an element of protection which does not take into account the dynamic considerations of the valve and operator during actual operation. Changing effects on valve load under dynamic conditions such as line voltage, packing tightness, gear train wear, lubrication degradation, calibration, and adjustment errors cannot be identified with the earlier state of the art devices. Further, in most cases, prior state of the art post-maintenance valve and operator actuation testing will not identify progressive deg¬ radation of valve performance.

A SUMMARY OF THE INVENTION

Briefly described, the present invention comprises a modifi¬ cation to the prior state of the art, which includes the addition of a device(s) which will measure motion of the operator drive system continuously and provide a dynamic trace of the actual load being delivered to the valve throughout the operation cycle. After initial calibration, the recorded trace will provide accurate information upon which more accurate and appropriate load limiting device adjustments can be made. In doing so, increased system reliability and reduced probability of physical valve damage can be obtained. This improvement over the state-of-the-art also provides a means to determine, monitor and test valve and operator performance throughout its cycle, from open to closed positions and vice versa. Information on valve performance, which heretofore, was unavailable from the previous state-of-the-art protection devices, will provide a direct indication of developing valve and operator problems such as exces-

sive or inadequate packing load, excessive inertia, proximity to premature tripping, incorrectly set operating limit and torque switches, improperly functioning thermal overload devices, inade¬ quate or excessive stem thrust loads, gear train wear, stem damage, and load relaxation. All of the above forms of valve and/or operator degradation will be apparent from data records obtained from load, current, and continuity devices, which form part of the total analysis and testing hardware of the invention, described in more detail to follow. Knowledge of the above actual or pending problems will enable the user to take necessary corrective action prior to actual failure of the valve to perform its intended function. Early corrective action can, therefore, lead to improved system relia¬ bility, improved safety, lower maintenance and repair costs.

The user of the present invention will have the capability of testing and monitoring the valve and operator performance remotely, which will reduce personnel radiation exposures in nuclear power plants. Furthermore, th.e present invention will be of great value to other industry applications such as chemical or hazardous material environments or even to those applications where accessibility to those components is restricted.

The purpose of the present invention, when taken as a whole, is to provide a method by which the general material and operational condition of a valve and its associated operator can be determined and evaluated.

One object of the present invention is to provide an actual dynamic valve operator spring pack movement-time trace.

Another object of the invention is to correlate valve stem load to spring pack movement, and therefore provide a valve stem load- time trace.

Another objective of the invention is to provide an operator

motor current-time trace that can be correlated with the valve stem load trace.

Another object of the invention is to provide a torque and limit switch on/off-time trace that can be correlated with the valve stem load and motor current traces.

According, to one aspect of the invention there is a diagnostic interrelationship between the calibrated valve stem load-time trace,

10 the motor current-time trace, and the torque and limit switch position-time trace.

According to another aspect of the invention the interre¬ lationship of the stem load-time trace, motor current-time trace, and ¹⁵ the torque and limit switch position-time trace can be used to verify correct valve stem loads for initial valve and operator instal¬ lations, or future operational testing of the valve and operator.

An alternate embodiment of the present invention includes a

20 specially designed spring pack movement device to facilitate mounting of the device to the valve operator housing to allow installation and operation of the device in congested areas.

Other objects, features and advantages of the present inven- " tion will become apparent upon reading and understanding this specification when taken in conjuntion with the accompanying draw¬ ings.

A BRIEF DESCRIPTION OF THE DRAWINGS

30

Figure 1: A pictoral, partial view of one embodiment of a valve, valve operator, and piping system in accor¬ dance with the present invention.

^• " Figure 2: A cut-away view of a valve operator showing the

motor, worm, worm gear, and spring pack arrangement in accordance with the present invention.

Figure 3: A cut-away view of a valve operator showing the motor, worm, worm gear, and spring pack arrangement, in accordance with the present invention, showing an alternate embodiment to that of Figure 2.

Figure 4: A cut-away view of a valve analysis and testing system, showing the valve operator of Figure 2, with the attached stem load calibration device and spring pack movement device in accordance with the present invention.

Figure 5: A schematic representation of a valve analysis and testing system in accordance with the present in¬ vention, showing a valve operator with attached diagnostic devices, recording device, and _, ecorded function-time parameters.

Figure 6: A cut-away view, taken along line 6-6 of Figure 5 showing the spring movement device, and related components, in accordance with the present inven¬ tion.

Figure 7: A cut-away view, taken along line 7-7 of Figure 5 showing the spring movement device, and related components, in accordance with the present inven¬ tion.

Figure 8: An electrical schematic showing the design of the switch position indicating circuity and sub-compo¬ nents, in accordance with the present invention.

Figure 8A:A sample trace from the magnetic coil of the

limit/torque switch position device, in accordance with the present invention.

Figure 9: An electrical block diagram showing how the system signals are obtained and processed, in accordance with the present invention.

A DESCRIPTION OF THE PREFERRED EMBODIMENT

Referring now in greater detail to the drawings, in which like numerals represent like components throughout the different views, Figure 1 shows the environment in which the preferred embodiment of the invention is used. A process pipe 14, having a valve 15, with an attached operator 16 is within an operating system with a prescribed flow, pressure, and temperature. The valve 15 is opened or closed as required for system control, and is opened or closed by the operator 16. The operator 16 can be electromechanical, mechanical, pneumatic, or hydraulic.

Figures 2 and 3 show two embodiments of operators 16, 16' used in the present invention. The components of the two Figures 2 and 3 are similar although differently arranged. The operators 16,16' are similar to operator and valve stem arrangements typically used in the art. The motor 1 drives a worm shaft 2, which in turn drives a worm 3, which in turn drives a worm gear 4, which in turn drives the valve stem 5, to open or close the valve 15. A reaction device to the actual stem thrust and inertia of the motor and other operator components a cluster of compression springs or spring pack 7 provided at one end of the worm shaft 2, as shown in Figures 2 and 3. When the valve 15 closes or opens, the valve stem 5 will abruptly stop and even though the current to the motor 1 is interrupted, the rotational and kinetic energy of the system will cause the worm gear 4 to induce additional loads on the valve stem 5. In order to absorb some of this energy, the spring pack 7 is provided and is compressed by the worm shaft 2 as the inertia of the system attempts to move the valve stem 5.

Figure 5 shows a stem load calibration device 17, and a spring pack movement device 8, which are used to calibrate the spring pack 7 movement relative to the imposed load on the valve stem 5. This calibration and correlation is accomplished by a simultaneous in- duce ent of a load into the operator through the worm shaft 2, and tracing the actual stem 5 load and spring pack 7 movement through the use of a calibrated load cell 9 and linear velocity differential transducer (LVDT) 30.

SPRING PACK MOVEMENT DEVICE 8

The Spring Pack Movement Device 8 is shown in detail in Figures 6 and 7. Its function is to monitor both statically and dynamically the linear motion of the operator spring pack 7. Figures 6 and 7 show the significant components and operation of the spring pack movement device 8. With reference to Figures 1, 4, 5, 6, and 7, the spring pack movement device 8 and attached mounting bracket 21 is bolted directly onto the spring paok housing.35, which is an integral part of the operator 16. The extension rod 22 is pressed against the spring pack 7 by the tension system consisting of the small diameter wire 23, attached to the extension rod 22, the LVDT core 24 attached to the wire 23, wire 25, and the spring 26. The tension system including the spring 26 force is designed such that the rapid movement of a given spring pack 7 does not produce inertia forces in the tension system that would allow separation of the extension rod 22 and spring pack 7. The LVDT core 24 is mounted in a commercially available linear voltage differential transducer 30, which is supported by bracket 31. The drum wheels 27, 28, and 29 are used, and so located, to convert the translation of the extension rod 22 into axial movement of the LVDT core 24, inside the LVDT 30. Thus, the spring pack 7 movement is traced electronically and this movement is displayed on an analytical device such as an Oscilloscope 10a (Figure 5) hereinafter known generally as the recorder 10a.

STEM LOAD CALIBRATION DEVICE - 17

The purpose of the Stem Load Calibration Device 17 is to initially correlate the movement of the spring pack 7 to the actual load being delivered to a valve stem 5. Stem load can be calibrated to linear displacement of the spring pack 7 since one is merely a reaction to the other. The calibration device 17 is a structure, preferably of steel, comprised of multiple support rods 6 and a drilled flat circular plate 20. On the underside of the plate is fastened a calibrated load cell 9, which is a well known device in the state-of-the-art. The calibration device 17 sits above the valve 0 operator body 16. When an extension shaft 34 is then placed between the lower surface of the load cell 9 and the upper valve stem 5 surface, a load can be induced on the stem 5 by inputing torque via the worm shaft 2.

¹⁵ CHANNEL SELECTOR AND SIGNAL CONDITIONER DEVICE - 10

The purpose"of the Channel Selector and Signal Conditioner

Device 10 is as follows:

(Refer to Figure 5. ) 20

1. Provide a conditioned power supply for the LVDT of the spring pack movement device 8, for load cell 9 and torque/limit switch position indicating device 18.

" 2. House the electronic circuitry (see Figure 8) for the detection of the limit and torque switch position. This circuit will be discussed in more detail to follow.

3. Provide the necessary sub-components for switching capa¬

30 bilities to enable the user to output any of the following signals to the data collection system: spring pack movement, load cell, motor current, and torque/limit control circuit switch position.

³⁵ 4. Provide input and output connections for an external

motor current measuring device 11.

5. Provide local digital readout capabilities for the load cell 9 and spring pack movement device 8.

6. Provide a load cell 9 calibration circuit and output signal for verifying proper operation of the recording

^• device 10a.

LIMIT/TORQUE SWITCH POSITION DEVICE - 18

The limit/torque switch position device 18 comprises a sensing circuit and associated electronics which are housed in the Channel Selector and Conditioning Device 10. As can be seen from the electrical schematic diagram, Figure 8, the circuit will provide a varying output to the recording device 10a depending on which of the switches (Limit 33, or Torque 32) are closed or opened. It should be noted that if valve 15 is being operated, only one of the contacts identified as MC or MO (Figure 8) will be closed, depending on whether - the valve is being opened or closed. A sample trace from the magnetic coil 45 is shown in Figure 8A for ease of understanding. Note that the variable output shown in the sample trace is obtained by looping the signal wire from one side of the parallel control circuit around the magnetic coil more times than the signal wire from the other parallel path. The result of this embodiment of the invention is an output to the recording device 10a, whose magnitude is reflective of which of the two parallel paths, or both, has its associated switches opened or closed.

CURRENT MEASURING DEVICE - 11

The Current Measuring Device 11 is used to monitor the current draw of the valve operator motor 1 during the operation of the valve 15. The power required to operate valve 15 can be directly correlated to the actual delivered stem thrust of the operator 16, and thus,

corresponding traces (curves) for the stem load 13 and motor current 12 will be obtained. By initial comparison of the two curves 12 and 13, the user can subsequently obtain either one of the signature traces 12 or 13, and have sufficient information on the performance of the valve/operator assembly. The desireabil ity of the current signature traces 12 lies in the fact that it is generally easier to obtain than the stem load curve 13. The component which is preferably used to obtain the motor current trace 12 is a clamp-on Ampmeter 11 which is well known to those familiar with the state-of-the-art. The signal output of the motor current measuring device 11 is sent to the Channel Selector and Conditioning Device 10 which has been described previously.

RECORDER - 10a

The Recorder 10a is intended to acquire and store the input data for subsequent display on a screen, or hardcopy printer, for analysis and/or record purposes. Typica,! recording devices 10a used for the above purposes are well known, to those familiar with the state-of-the-art.

The interrelationship of the above described components of the preferred embodiment of the valve analysis and testing system of the present invention is shown in Figure 5.

An electrical block diagram of the invention is provided as Figure 9, to show how the electrical signals are obtained and processed by each of component parts, also, referred to as component sub-systems.

Referring to Figure 5 and having established the valve stem 5 load and spring pack 7 movement relationship and connecting the spring pack movement device 8 to the channel selector and con¬ ditioning device 10, the spring pack 7 movement (which is indicative of actual stem load) as a function of time can be recorded as a stem load trace 13 for any operation cycle of the valve. In addition, the

motor current measuring device 11 is given to provide a current trace 12, and can be correlated to the stem load trace 13 for further operator and valve performance evaluation, as defined later.

As seen in Figure 4 and 5, the valve operator 16 includes a torque switch 32 and limit switch 33 (located within the indicated housing but not seen here), which are connected and function in a manner known in the art. A torque/limit switch position indication device 18 is electrically wired into the torque switch 32 and limit switch 33 control circuit, as shown in Figure 8. The output from the torque/limit switch position device 18 is connected to the recording device 10a, via the channel selector and conditioning device 10, which in turn provides a switch on-off-time trace 19, also called torque/limit switch position-time 19, for the duration of the operator cycle.

When the spring pack measuring device 8, motor current measuring device 11, and the torque/limit switch position indication device 18 are activated simultaneously and recordings of each, with reference to the same operator cycle-time, are obtained the rela¬ tionship of the recordings provide diagnostic data. To be more specific, since the spring pack 7 movement is calibrated to the valve stem 5 load, the spring pack movement trace is a direct dynamic stem load-time relationship for an operator cycle. Thus, the spring pack trace corresponds to actual stem load. As a result of the correla¬ tion, the stem load trace 13 is also a spring pack movement trace 13 and will be used interchangeably in subsequently describing the invention. The current measuring device 11 measures the current required by the operator motor to deliver the stem load and, therefore, the current-time trace 12 is also a record of the .valve stem load-time relationship. In addition, the torque/limit switch indicating device 18 provides a switch position indication for the torque and limit switches 32 and 33, therefore the torque/limit switch position-time trace 19 provides a direct indication of the torque and limit switch timing relationship. Most important is that the torque and limit switch "off" indication can be compared to the

stem load trace 13 to establish the additional stem loads delivered to the stem by the inertia of the motor and operator 16, after the torque and limit switches 32 and 33, have interrupted the current to the motor. It is recognized that the stem load trace 13 is a direct record of the dynamic valve stem load during the valve operator cycle, and therefore provides confirmation of the actual load imposed on the valve stem 5. If the recorded stem load is "less than, or greater than, that required for proper valve operation, the traces 12, 13 and 15, are compared and the comparisons are used to readjust the torque switch 32 and/or limit 33 switch settings, and therefore the stem load to within required limits.

Further a spring pack movement or stem load trace 13, current trace 12, and switch position trace 19, generated from a properly functioning valve and operator combination, can be used as a data base for comparison of subsequent spring pack movement, current and switch position indication traces for purposes of verification of perfor¬ mance, or as a means of detecting improper functioning components of the valve 15 and operator 16.

In preferred embodiments, the process of comparison and analysis of the data is accomplished through the use of computer data bases and specialized programs which calculate and compare critical valve 15 and operator 16 parameters. This historical comparison identifies to the user a slowly degrading condition, which hereto fore could not be readily detected between sequential test fre¬ quencies.

Typical valve and operator parameters which are determined and compared from the dynamic traces 12, 12 and 19 are as follows:

A. Stem load versus spring pack 7 deflection. Correlation of these two parameters provides the user with a known stem load for a given, subsequently obtained, spring pack movement.

B. Valve packing load changes.

C. Starting stem load to initially move the valve from its closed or open position, commonly known in the state-of-

5 the-art as hammer blow.

D. Total stem load, which is the final observed stem load at the end of a given valve cycle.

10 E. Available stem load to seat a valve. This load is the difference between the packing and total stem load.

F. Stem load at which the torque or limit switches actuate. This provides information on the over-all operational

15 set-up of a valve and operator control circuitry.

G. Total time for the valve to open or close.

H. General condition of the operator mechanical gearing and 20 stem, by analysis of the valve mid-cycle stem load trace

13.

I. Average motor current requirements, which if it changes, can provide an indication of degrading valve performance. ^' 25

An example of a computer program, which is part of the invention to perform the above analytical manipulations, is shown following:

30 This is an example computer program for analysis of motor operated valve spring pack 7 movement, motor current (at current measuring device 11) and torque/limit switch 32 and 33 activation. This program is written for the Norland 3000 DMX computer.

35 Program listing:

- 1. Display 8 C CD E'RO DPLY

2. 0 B

3. 0 C

4. 0 C

5 5. 0 D

6. 0 E*

7. 0 RC )

8. PAUS

9. PAUS

10 10. 0 IF RI

11. D DISK 101

12. D DISK 102

13. D DISK 103

14. D DISK 104

15 15. D DISK 105

16. D DISK 106

17. D DISK 107

18. D DIS 108

19. D DISK 109 0 ^' 20. D DISK 110

21. D DISK 111

22. D DISK 112

23. D DISK 113

24. D DISK 114 5 25. END

26. PAUS

27. PAUS

28. DPLY A DISK 104

29. DISK 104 LBL DATE LBL 0 30. DPLY A' DISK 105

31. DISK 105 LBL TIME LBL

32. DPLY D' DISK 111

33. DISK 111 LBL LOAD CONV LBL

34. PAUS 5 35. PAUS

36. DPLY Ql DISK 101

37. DISK 101 LBL Ql CURVE LBL

38. DPLY Q2 DISK 102

39. DISK 102 LBL Q2 CURVE LBL

40. DPLY Q3 DISK 103

41. DISK 103 LBL Q2 CURVE LBL

42. PAUS

43. PAUS

44. RMS C

45. COOR

46. C R8

47. 0 IF V

48. 0 IF V

49. C ^« * -1 C

50. GOTO 61

51. END

52. GOTO 119

53. END

54. ^" 0 IF V

55. 0 IF V

56. C * -1 C

57. GOTO 61

58. END

59. GOTO 119

60. END

61. PAUS

62. PAUS

63. COOR

64. H' - H D

65. PAUS

66. PAUS

67. COOR

68. C - V E

69. E * D' E

70. PAUS

71. PAUS

72. COOR

73. V - V C

74. C * D' C

75. PAUS

76. PAUS

77. RMS B'

78. B' R9

79. COOR

80. 0 IF V

81. 0 IF V 1

82. B' * -1 B'

83. GOTO 94

84. END

85. GOTO 119

86. END

87. 0 IF V

88. 0 IF V

89. B' * -1 B'

90. GOTO 94

91. END

92. GOTO 119

93. END

94. B* * D' B

95. R9 - RB RO

96. RO * D' RO

97. PAUS

98. PAUS

99. COOR

100. C - V E'

101. E' * D' E'

102. C * D' C

103. DPLY B DISK 106 .

104. DISK 106 LABL RUNNG UBS LABL

105. DPLY B' DISK 107

106. DISK 107 LABL RUNNG V LABL

107. DPLY C DISK 108

108. DISK 108 LABL AVA THRST LABL

109. DPLY C DISK 109 110. DISK 109 LABL PRE HB RMS LABL

111. DPLY D DISK 110

112. DISK 110 LABL TIME 0/C LABL

113. DPLY E DISK 112

114. DISK 112 LABL PKHB/RMS LABL 115. DPLY E' DISK 113

116. DISK 113 LABL TTL THRST LABL

"117. DPLY RO DISK 114

118. DISK 114 LABL DKNG LD LABL

119. END

Although only the preferred embodiment of the invention has been described, it is evident that the invention will find uses other than electric motor operated valves. Far example, the invention is useful for verifying correct operation of manual, hydraulic, and pneumatic actuated valves.

Whereas, this invention has been described in detail with particular reference to preferred embodiments thereof, it will be understood that variations and modifications can be effected within the spirit and scope of the invention, as described before and as defined in the appended claims.