Background of the Invention
A. Field of the Invention
[0001] This invention relates generally to the field of servo follower proportional control
spool valves.
B. Background Art
[0002] Servo follower proportional control valves are well known in the art and are generally
described in 1980 - 81 Fluid Power Handbook and Directory, page A-141 and in National
Conference on Fluid Power, 1976 Electro-proportional Position Controls - An Analysis
for Application on Various Hydraulic Control Functions by D. W. Swaim.
[0003] Prior proportional control valves have left much to be desired with respect to rapid
response to input commands which may be rapidly changing. In prior spool valves, such
rapid response was adversely affected by the use of dynamic seals. The seals would
enter the space between the bore and the active valve element and thus increase friction.
In this way, such seals were known to cause breakaway and running friction between
the valve element and bore, thereby decreasing the ability to rapidly respond as well
as decreasing ion frequency tracking ability.
[0004] Another objectionable feature of prior proportional control valves decreasing rapid
response has been the relatively large driving chamber volume. The large chambers
required a relatively large amount of fluid to produce movement, which in turn required
a substantial ammount of time. For example, see U. S. Patents 2,526,709; 2,555,755;
and 4,085,920.
[0005] Many prior proportional valves are of the electrohydraulic type which have flapper
nozzles and which produce valve spool movement. The following are representative patents
directed to such flapper nozzle valves: 3,874,405; 3,598,151; 3,598,152; 3,742,980;
3,457,956; and 3,749,128. In these systems a DC electrical signal to the coils of
the pilot stage of a force-balanced torque motor develops a torque moving the armature-flapper
either clockwise or counter clockwise between the nozzles. This movement restricts
flow out of one of the nozzles and eases flow out of the other with the pressure unbalance
driving the spool. These flapper-nozzle proportional valves have left much to be desired
as a result of the constant leakage of the valve including the time when the valve
is at null. This leakage at null is a serious disadvantage since the valve may be
at null for a long period of time and would lose a substantial amount of energy, as
for example a quarter to four-tenths of a gallon per minute per valve. For multiple
valves the loss has been considerable and has required cooling members to remove the
lost energy. Another problem with flapper-nozzle proportional valves has been in their
small orifices to control the flapper as well as small spring feedback. The small
orifices are liable to clogging and the small springs are liable to fatigue. Spool
proportional valves suffer from similar problems as they also have small orifices
and high null leakage. In such valves the leakage at null undesirably increases as
flow increases. See U.S. Patent 3,827,453. The following are examples of patents on
spool within spool valves: 3,027,880; 2,748,752; 3,530,895; 3,163,179; 4,114,650;
3,013,539; 3,459,224; and 4,046,059.
Summary of the Invention
[0006] A proportional follower spool valve system which provides output fluid flow proportional
to a positional control. The system includes a main spool having an inner passage
and a pilot spool which is slidable in the passage. First fluid connections are controlled
by the main spool and they are effective to control output fluid flow in accordance
with the position of the main spool. The pilot spool is moved from a null position
with the main spool in either a first or second direction and in accordance with the
positional control. First and a second driving chambers are formed by the main spool
each having a driving area substantially less than the largest solid cross-sectional
area of the main spool. Second fluid connections are controlled by the pilot spool
for admitting fluid under pressure (1) to the first chamber when the pilot spool moves
in the first direction away from the first chamber and (2) to the second chamber when
the pilot spool moves in the second direction away from the second chamber. In this
manner, the main spool is moved in the same direction as the pilot spool until a null
position is reached.
[0007] Further in accordance with the invention, the main spool is slidable in a main passage
having end chambers maintained at substantially return pressure. Each of the first
and second driving chambers are disposed between a respective end chamber and return
pressure thereby to avoid dynamic seals on the main spool.
Brief Description of the Drawings
[0008]
Figs. 1-4 are detailed, elevational sectional views of a proportional follower spool
valve system of the present invention; and
Fig. 5 is an exploded perspective view of the elements of Figs. 1-4,
Detailed Description of the Invention
[0009] Referring now to Fig. 1 there is shown a servo follower proportional control spool
valve 10 which comprises a housing 15 having a cylindrical bore 15a for slidably receiving
a main spool 12. The main spool has an open bore 12a for slidably receiving a pilot
spool 11. Valve 10 may be coupled to a pump 17 for pumping hydraulic fluid from a
sump 16a through an inlet line 17a to an inlet passage 32 of valve 10.
[0010] A fluid operated actuator operated by valve 10 may be a piston 22a operating in a
cylinder 22. One end of cylinder 22 is connected through a line 24 to an outlet cylinder
passage 27 of valve 10. The opposite end of cylinder 22 is similarly connected through
another line 25 to another outlet cylinder passage 29. The load (not shown) may be
coupled to the shaft of piston 22a in conventional manner. Further valve 10 has a
return passage 40 which is connected through a return line 18 back to sump 16a.
[0011] Main spool 10 has cylindrically lands 60, 61, 67 and 68 spaced axially with respect
to longitudinal axis 16. Chamfered main flow metering grooves or passages 64, 48a
are formed on the left and right sides of land 60 and similar main flow metering grooves
48b, 65 are formed on the left and right sides of land 61. Grooves 48a,b extend downwardly
into spool 12 to define a cylindrical pressure groove or recess 43. A transverse inlet
metering orifice 42 extends between groove 43 and bore 12a in main spool 12. A cylindrical
tank groove or recess 70 is formed between main flow metering groove 64 and land 67
with a restricted orifice 70a formed between groove 70 and bore 12a. Similarly, a
cylindrical tank groove 71 is formed on spool 12 between groove 65 and land 68 with
a restricted orifice 71a defined between groove 71 and bore 12a. Land 67 extends into
a reduced diameter cylindrical section 72 which defines the left end of main spool
12 while land 68 extends into reduced diameter section 73 which defines the right
end of spool 12. Connecting passages 46, 47 are formed transverse of axis 16 and provide
connecting passages between bore 12a and chambers formed by the outer surfaces of
sections 46, 47 respectively.
[0012] Lands 60, 61, 67 and 68 on main spool 12 are slidably but sealingly received in cylindrical
bore 15a. This bore presents a cylindrical land surface 31 disposed between annular
recess 30 leading to cylinder passage 27 and annular pressure recess 44 leading to
pressure inlet passage 32. Similarly, cylindrical land surface 33 of bore 15a is disposed
between annular recess 35 which leads to cylinder passage 29 and pressure recess or
cavity 44. In the spool 12 position shown in Fig. 1, recesses 43, 44 form an annular
pressure chamber 45. Further, bore 15a presents cylindrical land surfaces 36 and 37.
Land 36 is disposed between recess 30 and an annular return recess 40a and land 37
is disposed between recess 35 and return recess 40b. Return recesses 40a,b lead to
return passage 40 and form annular return chambers with recesses 70, 71 respectively
in the spool 12 neutral position.
[0013] At its left end, bore 15a forms an elongated end recess 74 for receiving land 67
and a floati.ng annular spacer 50 which abutts an end wall of end cap 78. Spacer 50
has its inner cylindrically shaped bore surface 50d ground to receive the outer surface
of section 72. A slot is formed on the outer surface of spacer 50 to provide for an
O-ring 50a for sealing engagement between the spacer and recess 74. It is in this
manner that spacer 50 is effective to "float" within recess 74. In addition an annular
slot 50b leading to return passage 19 is undercut at the left end of spacer-50 which
slot is coupled by way of a passage 50c to end chamber 55 formed by the inner bore
of spacer 55 and wall 78b. In this manner end chamber 55 is referenced to tank. Wall
78b is formed by a left end cap 78 which threadedly engages housing 15 to seal the
bore 15a by way of an O-ring 78a. A left end driving chamber 20 is formed by a right
wall 20a of spacer 50, a left wall 20b of land 67 and the upper surface of section
72. The purpose and operation of driving chamber 20 will later be described in detail.
[0014] It will be understood that the components as shown within and adjacent to right end
recess 75 of bore 15a are similar to those described with respect to recess 74 and
need not be further described in detail. These components comprise floating spacer
51, 0-ring 51a, annular slot 51b, passage 51c, right wall 80b, return passage 19a,
chamber 56 and right end driving chamber 21.
[0015] As previously described pilot spool 11 is received within bore 12a of spool 12. Spool
11 has at its center a V-groove piston 14 defined by a pair of metering lands 14a,
b where the V-groove 14c is formed between the lands. In the null position of spool
11 with respect to spool 12 as shown in Figs. 1, 3, V-groove 14c is in communication
with metering orifice 42. Metering lands 14a, b each form a sharp metering edge with
a respective wall of orifice 42 and sealingly engage bore 12a so that there is no
flow of fluid from orifice 42 into the left or right side of bore 12a. Spool 11 also
has two axially spaced cylindrical lands llc, d formed at the left and right ends
of the spool to sealingly engage the left and right ends of open bore 12a in all positions
of spool 11. Metering land 14a and land llc are integrally interconnected by stem
portion lla which defines an elongated longitudinally directed annulus forming a longitudinal
passage which extends almost one-half of the length of spool 11. Similarly, stem portion
llb interconnects a metering land 14b and land lld with an elongated longitudinal
annulus forming a passage extending almost half the length of spool ll. Passage lla
leads through to passage 46 and to orifice 70a while passage llb leads through to
orifice 71a and to passage 47. The left end of spool 11 terminates in an end portion
lle which is adapted to engage a stop 78c of end cap 78. Similarly, a right end portion
llf of spool 11 is adapted to engage a stop 80c of right end cap 80. To provide axial
movement of pilot spool 11, there is provided an actuator 23 which is rigidly connected
as shown through the center of left end portion lie to the left section of spool 11.
Actuator 23 extends through chamber 55 and through the axis of end stop 78 and in
sealing relation thereto.
[0016] In operation, in the position shown in Fig. 1, spools 11 and 12 are in their center
position within bore 15a and the spools are in their null position with respect to
each other. In this position, main spool 12 is at a neutral position in bore 15a with
land 60 sealingly engaging lands 36 and 31 and land 61 sealingly engaging lands 33
and 37. Accordingly, in this neutral position of main spool 12 in bore 15a there is
no flow of fluid from the inlet passage 32 to either outlet passage 27 or 29. With
spools 11 and 12 at null there is no flow of fluid from passage 32 through metering
orifice 42 to either of chambers 20 or 21.
[0017] As shown in Fig. 2, when pilot spool 11 is moved to the right, metering land 14a
disengages from the left wall of metering orifice 42 and fluid from inlet passage
32 flows through chamber 45, orifice 42 (flow 45a) and then through annular passage
lla and passage 46 to chamber 20. The pressure in this chamber 20 is effective between
fixed wall 20a and moveable wall 20b to move wall 20b of main spool 12 to the right
to the position shown in Fig. 3. As long as the opening between land 14a and the left
wall of orifice 42 remains open, there is pressure applied to chamber 20 to move spool
12 to the right until that opening closes and spools 11, 12 are at null one with the
other. In this position as shown in Fig. 3, spool 12 has moved out of the neutral
or central position with respect to the lands in bore 15a. Specifically lands 61,
60 disengage from lands 33, 36 respectively. Therefore fluid from inlet passage 32
flows through chamber 45, metering groove 48b, groove 35 and then to cylinder line
25. In addition, return flow of fluid from cylinder line 24 flows through passage
27, recess 30, through metering groove 64 to return groove 40a and thence to tank.
[0018] It will now be understood that in this null position between spools 11 and 12, as
shown in Fig. 3, there is a controlled flow through valve 10 in proportion to the
movement of pilot spool 11 from the neutral position shown in Fig. 1. It is in this
way that valve 10 provides an output hydraulic flow proportional to actuator 25 movement
or to an electrical signal where the electrical signal is effective to move actuator
25 in a manner later to be described. In the control position shown in Fig. 3 with
spools 11, 12 at null, there is no flow of fluid between the spools and thus there
is avoided loss of energy which in prior systems would result from a continuous flow
of fluid between the spools.
[0019] Another example of the movement of pilot spool 11 is shown in Fig. 4, in which main
spool 12 is in its position shown in Fig. 1 and the pilot spool is moved to the left
from its position in Fig. 1. Thus an opening is formed between land 14b and the right
wall of orifice 42. Accordingly, fluid flow 45b may he traced from inlet passage 32,
chamber 45, orifice 42, passage llb, connecting passage 47 and thence to chamber 21.
In the manner previously described, pressure on wall 21b is effective to move main
spool 12 to the left until it reaches a null position with pilot spool 11 at its new
control position. At this new control position (not shown) land 60 disengages from
land 31 and land 61 disengages from land 37. Therefore fluid from inlet passage 32
flows past metering groove 48a to recess 30 and then through passage 27 to cylinder
22. Return flow of fluid takes place by way of line 25 to passage 29 and groove 35
and groove 65 to return 40b. It is in this way that valve 10 operates as a servo follower
and proportional control valve.
[0020] It will be understood that in order to provide for fast precise response of valve
10 to the movement of pilot spool 11, it is preferred that each of end driving chambers
20 and 21 have a minimum fluid volume. For rapid response of valve 10 these chambers
only require sufficient volume to provide the force required to move main spool 12
to overcome the flow effects on the main spool. One of these flow effects is shown
in Fig. 3 as the flow from inlet 32 through chamber 45 and metering groove 48b to
recess 35 and outlet passage 29. As well known by those skilled in the art, these
flow effects comprise the Bernoulli effect as well as other effects of flow across
main spool 12.
[0021] It will be seen that ring shaped chambers 20 and 21 are constructed having minimum
volume by their provision, in one dimension, of having an outer diameter equal to
bore 12a and an inner diameter equal to the outer diameters of recesses 72, 73 respectively.
In the other dimension, chambers 20, 21 are constructed of minimum volume by means
of the sidewalls of floating spacers 50, 51 respectively and lands 67, 68 respectively.
It is in this manner that chambers 20, 21 operate effectively and each have substantially
less volume than that of the spool end chambers 55, 56 respectively. More particularly,
the drive area of chamber 20 defined by wall 20b is substantially less than the transverse
solid or metal cross sectional area of main spool 12 itself at its largest diameter.
That largest cross sectional area may be that taken at land 67 perpendicular to axis
16. The remaining cross sectional area defined by the end of section 72 is at return
pressure in chamber 55. Similarly, wall 21b is of substantially less area than the
largest solid cross sectional area of spool 12. The end of section 73 is at return
pressure.
[0022] In addition, as previously described, spacers 50, 51 provide the walls of one side
of chambers 20, 21 respectively without imposing side loads on the system. Spacers
50, 51 effectively float in main bore 15a and allow the ends of both spools 11, 12
in chambers 55, 56 to operate at tank or exhaust pressure. It is in this way that
the ends of spools 11, 12 do not play any role in the movement.
[0023] . It will be understood that driving chamber 20 is positioned adjacent the left end
section of spool 12 between tank groove 40a and end chamber 55 also at tank or return
pressure. In this manner, any minimal leakage from drive chamber 20 flows harmlessly
to tank rather than flowing to and adversely affecting a control port such as port
30. Similarly, chamber 21 is between groove 40b and end chamber 56. Thus any leakage
flows harmlessly to tank rather than adversely affecting control port 35. It is in
this way that valve 10 does not require dynamic seals on spools 11 and 12. In this
way, valve 10 rapidly follows rapidly changing step functions, for example, slow movements
for accurate positioning resolution.
[0024] Further, annular passages lla, llb are sized to provide minimum volume passageways
between orifice 42 and chambers 20, 21 thereby to minimize compressibility losses
in the trapped volume.
[0025] It will be understood that if, in the example shown in Fig. 2, pilot spool 11 is
moved rapidly to the right in a step movement of relatively large magnitude then passage
42 is completely opened. The resultant relatively large opening of orifice 42 allows
a relatively large magnitude of flow of fluid from chamber 45 to chamber 20. Thus
the resultant rapid step function of pressure developed in chamber 20 is effective
to quickly move main spool 12 to the right in a direction to close that large opening.
It is in this way there is produced an initial rapid change in pressure in chamber
20 which is effective to rapidly tend to close the opening of orifice 42. This rapid
change in pressure decreases to a finite metering as passage 42 is closed. On the
other hand if, in the example shown in Fig. 2, spool 11 were only moved a relatively
small distance to the right, a small secant opening would only be provided between
land 14a and the left wall of the orifice. The foregoing also applies for spool 11
movement to the left as in the example of Fig. 4. Thus only a finite movement of spool
12 to the right would be effected until that opening would be closed. Thus, valve
10 achieves high magnitude response to big step functions in the movement of pilot
spool 11 and small magnitude response as the step function decreases.
[0026] It will be understood that bleed orifice 70a is provided in order to bleed off fluid
from chamber 20. This chamber is being compressed as in Fig. 4 when main spool 12
moves to the left. Similarly, bleed orifice 71a is provided to bleed off fluid from
chamber 21 when this chamber is compressed by movement of spool 12-to the right as
shown in Figs. 2 and 3. The size of orifices 70a, 71a is a factor in determining the
dynamics of the system of valve 10 since the compression of the respective chambers
20 and 21 is determined by the size of that orifice. In another embodiment df the
invention, the flow from bleed orifices 70a, 71a through return recesses 40a, 40b
may be returned to tank separately from return passages 19, 19a. Further, orifices
70a, 71a may be connected (not shown) through the center of spool 11 to respective
end chambers 55, 56 which are in turn connected to tank.
[0027] It will further be understood that pilot spool 11 is pressure balanced so that it
may be moved by a very light force applied to actuator 23. By pressure balance, it
is meant that there is no spring biasing applied to pilot spool 11 and end chambers
55, 56 within which the pilot spool reciprocates and is balanced at tank or drain.
Such a light force to actuator 23 may be applied by a digital drive motor such as
a bidirectional linear actuator Series 9200 made by Airpax, Cheshire, Connecticut
06410. Such a linear actuator provides a half a thousandths linear motion for each
applied digital pulse. In this manner, for a digital input to the linear actuator,
pilot spool 11 is accordingly moved and is accurately followed by main spool 12. It
is in this way that valve 10 provides accurate and repeatable flow from pressure input
32 to cylinder ports 27, 29. In another example, actuator 23 may be moved manually
or may be moved by a linear solenoid of the proportional or on/off type which is coupled
to each end of spool 11.
1 - A proportional follower spool valve system for providing output fluid flow proportional
to a positional control, having :
- a main spool (12) having an inner passage (12a) ;
- first fluid connections (40) controlled by said main spool and effective to control
the output fluid flow in accordance with the position of the main spool ;
- a pilot spool (11) slidable in said passage ;
- means to move the pilot spool from a null position with the main spool in either
a first or a second direction in accordance with the positional control ; characterized
in that there is provided :
- a first and a second driving chamber (20, 21) formed by the main spool (12) each
having a driving area substantially less than the largest solid cross-sectional area
of the main spool ; and
- second fluid connections (lla, llb) controlled by the pilot spool (11) admitting
fluid under pressure 1/ to the first chamber (20) when the pilot spool moves in the
first direction away from the first chamber and 2/ to the second chamber (21) when
the pilot spool moves in the second direction away from the second chamber, thereby
to move the main spool (12) in the same direction as the pilot spool until a null
position is reached.
2 - The valve system of claim 1, characterized in that there is provided a housing
(15) having a chamber (15a) for slidably receiving the main spool (12) between end
chambers (55, 56) maintained at substantially return pressure.
3 - The valve system of claim 2, characterized in that said first and second driving
chambers are formed on the main spool adjacent respective end sections thereof.
4 - The valve system of claim 3, characterized in that the first and second driving
chambers (20, 21) are each formed on a reduced diameter section of the main spool
and each having substantially less volume than an end chamber (55, 56).
5 - The valve system of claim 2, characterized in that the second fluid connections
include first and second elongated reduced diameter sections (lla, llb) of the pilot
spool (11), fluidly coupled to the first and second driving chambers (20, 21), respectively,
metering means (42, 14) for admitting fluid under pressure : 1/ to the first section
(lla) when the pilot spool moves in the first direction ; and 2J to the second section
(llb) when the pilot spool moves in the second direction.
6 - The valve system of claim 5, characterized in that the metering means (14) includes
a V-groove (14c) having a pair of lands.
7 - A proportional follower spool valve system for providing output fluid flow proportional
to a positional control, characterized in that there there is provided :
- a housing (15) having a main passage (15a) with end chambers (55, 56) maintained
at substantially return pressure ;
- a main spool (12) slidable in said main passage and having an inner passage (12a)
;
- first fluid connections (40) controlled by said main spool (12) and effective to
control the output fluid flow in accordance with the position of the main spool ;
- a pilot spool (11) slidable in said inner passage ;
- means to move the pilot spool (11) from a null position with the main spool (12)
in either a first or a second direction in accordance with the positional control
;
- a first and a second driving chamber (20, 21) formed by the main spool ;
- second fluid connections (lla, llb) controlled by the pilot spool (11) admitting
fluid under pressure 1/ to the first chamber (20) when the pilot spool moves in a
first direction away from the first chamber ; and 2/ to the second chamber (21) when
the pilot spool moves in a second direction away from the second chamber thereby to
move the main spool in the same direction as the pilot spool ;
- third fluid connections for providing return pressure for said second fluid connections,
each of said first and second driving chambers being disposed between a respective
end chamber (55, 56) and a third fluid connection thereby to avoid dynamic seals on
the main spool..
8 - The valve system of claim 7, characterized in that each first and second driving
chamber (20, 21) has a driving area substantially less than the largest solid cross
sectional area of the main spool (12).
9 - the valve system of claim 8, characterized in that the first and second driving
chambers (20, 21) are each formed on a reduced diameter section of the main spool
(12) adjacent respective end sections thereof and each having pubstantially less volume
than an end chamber.
10 - The valve system of claim 9, characterized in that the second fluid connections
(lla, llb) include a first and a second elongated reduced diameter section of the
pilot spool, fluidly coupled to the first and second driving chambers (20, 21), respectively,
metering means for admitting fluid under pressure 1/ to the first section when the
pilot spool moves in the first direction ; and 2/ to the second section when the pilot
spool moves in the second direction.
11- The valve system of any of claims 2 or 7, characterized in that there is provided
first and second floating nonmoving spacers (50, 51), each disposed in a respective
end chamber (55, 56) for slidably receiving therein the reduced diameter section and
each forming one fixed wall of a respective driving chamber.