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Last updateFri, 23 Jun 2017 4pm

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Why Air Valves are Needed in Water Applications

Why Air Valves are Needed in Water Applications

Air valves are hydromechanical devices d...

Achieving Profitability Through Maintenance Management

Achieving Profitability Through Maintenance Management

One of the distinctions between maintena...

Control Valve Positioner Performance Diagnostics

Control Valve Positioner Performance Diagnostics

There has been discussion for some years...

Are Your Safety Instrumented Systems Proof Tests Effective?

Are Your Safety Instrumented Systems Proof Tests Effective?

Many people assume that a proof test of ...

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Industry Headlines

ITT Announces President of Industrial Process Business

3 DAYS AGO

ITT Inc. has appointed David J. Malinas as president of its Industrial Process business, reporting to Luca Savi, ITT's COO. In this role, Malinas will be responsible for delivering the strategic and operating plans of ITT's Industrial Process business, which employs about 2,500 people globally and h...

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Chesterton Expands Environmental Consulting Expertise

5 DAYS AGO

A.W. Chesterton Company  is expanding its global environmental solutions expertise with the addition of two highly experienced industrial emissions specialists, Bronson Pate and Beau Stander. Both will be joining FluidEfficiency, a Chesterton business group. Pate and Stander will serve in the ro...

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Smart Technology Transforming Oil & Gas Industry

4 DAYS AGO

“A new cadre of services companies, trying to sell the energy industry on the promise of a more efficient digital age, is fighting to get smart technology onto pipes, tanks, platforms and drills, in some cases deeply discounting prices to gain market share,” the Houston Chronicle reports .

C...

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U.S. Refineries Running at Peak Levels

5 DAYS AGO

Gross inputs to U.S. petroleum refineries, also referred to as refinery runs, averaged a record high 17.7 million barrels per day (b/d) for the week ending May 26, before dropping slightly to 17.5 million b/d for the week ending June 2 and 17.6 million b/d for the week ending June 9. According to th...

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Economic Indicators Index Rises for Fifth Straight Month

2 DAYS AGO

The Conference Board Leading Economic Index (LEI) for the U.S. increased 0.3% in May to 127.0, following a 0.2% increase in April, and a 0.4% increase in March.

“The U.S. LEI continued on its upward trend in May, suggesting the economy is likely to remain on, or perhaps even moderately above, its...

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U.S. Manufacturing Technology Orders Continue Strong Recovery

3 DAYS AGO

Manufacturing technology orders made year-over-year gains in April according to the latest U.S. Manufacturing Technology Orders report from The Association For Manufacturing Technology (AMT). It was also the first month that orders showed gains year to date for 2017.

Monthly orders were up 12.3% compar...

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A Primer On Worm Gear Operators

vmsum12_worm_gears_1A remote gas pipeline installation in Pinedale, WyomingManual gear operators continue to provide a viable, age-old solution with a few 21st century twists. Understanding how these products work, as well as the tradeoffs and costs associated with manual operators, can help end users select the right technology for the application.

Over the past 30 years, valve automation has dominated the flow control industry. But even though power actuation captivates the attention, imagination and the lion’s share of growth in the market, manual valve actuation also continues to expand, receiving its own innovations. In this article, we provide an introduction to the basic principles behind these workhorse operators and discuss current trends in the market. We also consider the benefits and associated costs that come with manual worm gear designs. Please note that for ease of reference, a glossary of terms has been added; the definitions provided are industry specific and only intended to cover the depth and scope of this article (click here).


THE RANGE

Manual worm gear operators can be found in nearly every valve application throughout the world. Manual operators have no power requirements, no hydraulic or pneumatic pressure unit to maintain and can be used in the most remote locations. From submarine duty to mining, water works to oil and gas pipelines, if torque is required, manual worm gear operators are there.

To begin, it may help to view the world through the eyes of the application engineer. We push up our stylish horn rim glasses, open our 20-tab spreadsheet product selector and ask: “Torque or thrust?” The first consideration in selecting an actuator is the type of force required. Torque, that rotational or twisting force necessary to position ball valves, plug valves, butterfly valves, etc., will be the focus of this article.

Let’s look at the fundamental challenge our application engineer faces, which is: “How do we provide a means to safely and effectively position the valve?”

vmsum12_worm_gears_2Figure 1. A simple lever can work when just a small amount of torque is needed.If the valve torque is small enough, a wrench or lever of adequate length or a handwheel of the appropriate diameter provide simple solutions to our dilemma (Figure 1). Both the handwheel and the lever increase mechanical advantage by applying principles explained by Archimedes more than 2,000 years ago. Levers, while efficient and cost-effective, remain impractical or undesirable for many applications, however. At some point, the force required to position the valve exceeds the feasibility of a simple lever; this is where worm gear operators enter the picture.

We have used gears for thousands of years to harness energy from wind, water and beasts. Think of gear mechanisms as a series of interacting levers and screws. In our application, gears are used to amplify torque. In short, we use gears to convert force to work.


THE MECHANISM

vmsum12_worm_gears_3Figure 2. A simple cylindrical single-start worm and worm gear set.Worm gear operators are used for actuation because they offer high torque multiplication and load-carrying capability in a small, low-cost package. Figure 2 presents an example of a typical worm gear set found in a manual worm gear operator.

Following conventional American Gear Manufacturers Association (AGMA) (www.agma.org) gear design standards, if a single-start worm is the drive and an 80-tooth worm gear is the driven, the ratio would be expressed as 1:80 (the formula is available in the glossary). That’s a lot of ratio in a small package. But these numbers only tell us that it takes 80 worm revolutions (drive) to complete one revolution of the worm gear (driven). The ratio tells us about the mechanism’s effect on speed but little about torque. To understand the effect on torque, we need to know the mechanical advantage (MA). In a perfect machine, a 1:80 ratio would net an MA of 1:80 (expressed as 80), meaning that for 1 unit of force applied, 80 units of force are generated.

Does this mean free torque? Unfortunately, no. The energy of the universe is constant and as with everything, there is an associated cost.


THE COSTS

What are the costs associated with amplifying force through our manual actuator? The first cost is hard cash—the worm gear actuator will cost more than a lever or handwheel.

Second, machines are not perfect, which is demonstrated in efficiency losses through heat and wear. As it turns out, standard single-start metal worm gear sets are less than 35% efficient by design. Also, worm gear sets with a worm thread angle and design, which net an efficiency of approximately 35% and greater, are not typically self-locking, and without self-locking characteristics are not suitable for a number of applications. Based on a website sample of the top manufacturers, 32% is the approximate average efficiency for manual worm gear operators. This simple formula explains what happens to mechanical advantage in a 32% efficient gear train:

80 x .32 = 25.6 MA

The MA would be approximately 25, not 80. That is nearly 55 points of mechanical advantage lost to ­inefficiency.

Third, and not captured in manufacturer’s data sheets, is the cost in the exchange of force for distance. We increase force by simply making more trips, or more specifically, more turns on the handwheel to cycle the valve.

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