12122017Tue
Last updateMon, 11 Dec 2017 4pm

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Check Valves in LNG Cryogenic Service

Check Valves in LNG Cryogenic Service

Because natural gas is currently conside...

Will Smart Machines Obsolete Human Resources?

Will Smart Machines Obsolete Human Resources?

Is artificial intelligence (AI) going to...

Is Valve Live Loading an Option?

Is Valve Live Loading an Option?

Valves leak. There’s no getting ar...

Managing Control Valve Reliability in the Arctic

Managing Control Valve Reliability in the Arctic

“A sow and polar bear cub are walk...

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Industry Headlines

Construction Index Remains Strong in November

Monday, 11 December 2017  |  Chris Guy

The Dodge Momentum Index surged again in November, climbing 13.9% to 149.5 from the revised October reading of 131.3. The Momentum Index is a monthly ...

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Will Smart Machines Obsolete Human Resources?

Will Smart Machines Obsolete Human Resources?

Wednesday, 06 December 2017  |  Kate Kunkel

Is artificial intelligence (AI) going to take over manufacturing jobs and the jobs of human resources professionals? That is a question that concerns ...

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Industry Headlines

Classic Controls Certified by ITT Engineered Valves, REXA

4 DAYS AGO

Classic Controls is now certified by ITT Engineered Valves to repair Skotch brand FM approved and general purpose burner shut-off valves for oil and gas fired systems.

REXA, Inc. has also appointed Classic Controls as its exclusive authorized sales representative in the state of Florida. Classic Contr...

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Emerson Completes Paradigm Acquisition

7 DAYS AGO

Emerson has completed the purchase of Paradigm, a provider of software solutions to the oil and gas industry. Paradigm will be combined with Emerson’s Roxar software business to create a more comprehensive Exploration & Production (E&P) software portfolio offering.

Paradigm is headquarter...

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China to Become Second-Largest LNG Importer

4 DAYS AGO

The world’s no. 1 energy user, China, “is on the verge of passing South Korea to become the No. 2 buyer of LNG behind Japan, as environmental measures and winter heating needs boost demand,” Bloomberg reports .

“Tankers with total capacity of 33.6 million metric tons have visited...

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New Permian-Gulf Pipeline Proposed

6 DAYS AGO

Magellan Midstream Partners intends to develop an approximately 375-mile, 24-inch diameter pipeline from Crane to a location near Three Rivers, TX, providing shippers the option to ultimately deliver crude oil and condensate from the Three Rivers area to the Houston area via a new 200-mile pipeline or...

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Construction Index Remains Strong in November

15 HOURS AGO

The Dodge Momentum Index surged again in November, climbing 13.9% to 149.5 from the revised October reading of 131.3. The Momentum Index is a monthly measure of the first (or initial) report for nonresidential building projects in planning, which have been shown to lead construction spending for non...

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U.S. Adds 228,000 Jobs in November

3 DAYS AGO

Total nonfarm payroll employment increased by 228,000 in November, and the unemployment rate was unchanged at 4.1%, the U.S. Department of Labor reported today. Employment continued to trend up in professional and business services, manufacturing and health care.

In November, manufacturing added 31,000...

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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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