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Publication numberUS3198212 A
Publication typeGrant
Publication dateAug 3, 1965
Filing dateMay 22, 1963
Priority dateMay 22, 1963
Publication numberUS 3198212 A, US 3198212A, US-A-3198212, US3198212 A, US3198212A
InventorsJunck John A, Scheidt James E
Original AssigneeCaterpillar Tractor Co
Export CitationBiBTeX, EndNote, RefMan
External Links: USPTO, USPTO Assignment, Espacenet
Metering slot configuration for hydraulic control valves
US 3198212 A
Abstract  available in
Previous page
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Claims  available in
Description  (OCR text may contain errors)

g- 3, 1955 J. A. JUNCK ETAL I 3,198,212


JOHN A. JuNcK y JAMES E. ScHEmT ATT ORNEYS United States Patent 3,198,212 METERENG SLOT CGNFIGURATION FQR HYDRAULIC CONTROL VALVES John A. .lunck and James E. Schcirlt, Juliet, 11L, assignors to Caterpillar Tractor (10., Feoria, 111., a corporation of California Filed May 22, 1963, Ser. No. 282,418 Claims. (Cl. 137625.37)

This invention relates to hydraulic control valves and particularly to hydraulic control valves of the kind shown in our assignees Patent No. 2,971,536 in which throttling or metering slots are employed and the invention is particularly concerned with the configuration of metering slots to insure easy operation of a valve unimpeded by react-ion forces of fluid under high pressure passing through the slots.

As pointed out in the patent referred to above, many forms of hydraulic control valves include a shouldered spool reciprocable in a ported cylinder. As the spool is reciprocated in the cylinder, selected ports are opened and closed in order to direct fluid under pressure to desired places such as to a fluid motor or jack. Since the action of opening or closing a port with a simple spool shoulder is relatively abrupt, it is common practice to slot or notch the spool shoulders to obtain a slow throttling or metering effect and thus a desired gradual or smooth action of the fluid motor or jack. Many known designs of such metering slots are found to create a dynamic force from the jet flow which tends to urge the spool in a direction opposing the centering spring force, thus requiring heavy spring pressure to effect return of the spool to a normal or neutral position.

The construction disclosed in the above mentioned patent overcomes the above objectionable feature in a Valve designed for metering in. The term metering in is employed in describing a valve wherein the metering is accomplished by fluid flow through the metering slots in a direction generally inward with respect to the valve spool whereas metering out is used to describe the condition where metering is accomplished by flow radially outwardly of the valve spool through the metering slots. In the above mentioned patent, a slot is shown which corrects the difficulties encountered in connection with metering out but is ineffective for correcting the same difiiculties experienced in valves of the metering in type.

It is the object of the present invention to provide a metering slot configuration for hydraulic control valves which will greatly reduce reactionary force exerted axially on the valve spool so as to permit the return of the spool toward its neutral position with a very light neutralizing spring and particularly in connection with valves Where metering is accomplished during flow radially inwardly of the valve spool.

Further and more specific objects and advantages of the invention are made apparent in the following specification wherein the invention is described in detail by reference to the accompanying drawing.

In the drawing:

FIG. 1 is a central sectional View through a spool valve illustrating the metering slot configuration of the present invention and diagrammatically showing a source ofifluid under pressure and a hydraulic jack to be actuated by such fluid under control of the valve; and

FIG. 2 is an enlarged fragmentary sectional view of a portion of the valve illustrated in FIG. 1 to illustrate the effect of the improved metering slot.

In the system illustrated in FIG. 1, a double acting hydraulic jack is shown at and is adapted to be actuated in either direction by fluid under pressure from a pump 11 which withdraws fluid from a reservoir 12.

A return line 13 leads to the reservoir and a relief valve of conventional design illustrated at 14 is employed in the customary manner in such a system. Control of fluid under pressure which is directed to the jack 10 as well as control of the return circuit is accomplished through a valve, the body of which is illustrated at 15. The valve 15 may be considered as typical of many valves used for this general purpose and the following description of the manner in which it operates will facilitate an understanding of the advantages of the metering slot of the present invention.

The valve 15 has a cylindrical bore for the reception of a reciprocable valve spool 16 having grooves and land portions which cooperate with ports opening into the cylindrical bore to control direction of fluid flow through the valve. FIG. 1 shows the valve spool 16 in a neutral position in which it is balanced as by a spring 17, exerting pressure against the valve spool in one direction as through a flanged collar 13 and reacting against the valve housing in the opposite direction by means of a shouldered sleeve 19. With this arrangement, the spool is normally held in the position shown and may be moved in one direction or another through actuating leverage (not shown) which is connected to an end 20 of the spool.

In the neutral position shown in FIG. 1, fluid from the pump 11, which may be considered as continuously operating, is directed into an inlet port 21 and is free to pass through the valve cylinder to ports 22 and 23 and outwardly through an exhaust port 24 and through the return line 13 without having effected the position of the jack 10.

When it is desired to retract the rod of the jack 10 by admission of fluid under pressure to its right end as illustrated in FIG. 1, the spool 16 is moved toward the left against resistance of the spring 17 until a land 25 on the spool closes communication to the port 22 as shown in FIG. 2 and a land 27 on the spool closes communication to the port 23 except in the area of metering slots 28 formed in the land 27 and capable of being gradually closed by further movement toward the left for throttling or metering purposes. This restriction of flow causes a buildup of pressure in the inlet chamber 21 which effects opening of a check valve 30 normally urged to a closed position by a spring 31. Opening of the check valve 30 admits fluid under pressure to a chamber 32 which communicates with the valve cylinder and surrounds the valve spool therein and since the spool has been moved toward the left, fluid under pressure is admitted to a chamber 33 through metering slots illustrated in dotted lines at 34. The chamber 33 also communicates through a conduit 35 with the right or rod end of the jack 10 as shown. In the same position of the valve fluid necessarily exhausted from the left end of the jack 10 flows through line 36 into a chamber 38, now in communication through throttling slots with ports 22 and outlet 24, and return to the reservoir through conduit 13.

Actuation of the jack in the opposite direction is effected by movement of the spool 16 oppositely or to the right where throttling slots 40, one of which is shown, control the flow of fluid through port 22 to outlet 24. The course of fluid flowing to and returning from the jack is a reverse of that hereinbefore described, the exhaust from the right hand end of the jack flowing through conduit 35, chamber 33 and toward the exhaust port 24 through a passage 42.

In accordance with the present invention, the configura tion and arrangement of the metering slots 28 and 40 is such as to impose a minimum of axial thrust on the valve spool so that the centering spring 17 thereof need exert a relatively low force in performing its function and a minimum operator effort is required to actuate the spool in either direction. The manner in which this is accomplished is best understood by reference to FIG. 2 wherein the main body of the spool is shown as having a large diameter as represented by the lands 26 and 27 and a smaller diameter as represented by the grooves or spaces between the land and the metering slots 28 are shown as bridging these two diameters. The metering slots of the present invention are formed as by a cylindrical milling cutter moved radially inwardly with respect to the spool until the center thereof reaches a point 44 well within the greater diameter of the spool as indicated by the space B. The distance B and the diameter of the cutter should be such that a line tangent to the portion of the slot terminating in the groove between lands should form an angle C with the greater diameter of the spool which is approximately 59 to 65 and should be spaced a short distance represented by dimension A from the end of the land, A representing a minimum clearance of approximately .032".

Any material variation from the configuration and disposition of the metering slots illustrated in FIG. 2 results in unbalance of axial flow forces acting on the spool requiring the use of a heavier centering spring and in creased operator effort. For example if the point 44 is disposed at or outside of the greater spool diameter, the slot enters the spool at the greater diameter at less than 90 to the axis of the spool and axial flow forces tend to shift the spool further in the direction of its movement which was to the left as shown in FIG. 2. This tends to prevent free return of the spool to its neutral position when the operators lever is released unless an excessively heavy centering spring is employed. With the present construction, inward movement of a milling cutter until its center reaches the point 44 forms a flat or plane surface tangent to the curved portion of the slot and normal to the axis of the spool at the end of the slot which terminates at the land. If either the dimension A or the angle C is reduced, the outward flow of fluid reacts against the end of the adjacent land again urging the spool toward the direction in which it has been moved. On the other hand, increasing the value of the angle C results in overcompensation or unbalance of flow forces in a direction d which tends to return the spool toward its neutral position. Unbalance in this direction requires increased operator effort.

In practice, valves provided with metering slots of the present invention have been found to reduce the operator effort required to shift the spool from 20 pounds, in comparable valves with known types of metering slots and the same advantage afforded by leverage, to approximately 6 pounds with dependable operation of a centering spring exerting considerably less force than those previously used.

We claim:

1. In a control valve having a ported bore and a spool with lands separated by grooves reciprocable in the bore for controlling fluid flow through the ports, metering slots bridging said lands and grooves and having a substantially semi-cylindrical configuration originating from a center disposed within a groove and spaced inwardly from the outer diameter of the lands.

2. The combination of claim 1 in which a line tangent to the terminal end of a slot in the groove is spaced from the shoulder of an adjacent land.

3. The combination of claim 2. in which the tangent line is spaced at least .03 inch from the shoulder of the adjacent land.

4. The combination of claim 1 in which a line tangent to the terminal end of a slot in the groove forms an angle of approximately 59 to 65 with the outer surface of the lands.

5. The combination of claim 1 in which the end of the slot terminating in a land is a plane surface normal to the axis of the spool and tangent to the semi-cylindrical surface of the slot.

References Cited by the Examiner UNITED STATES PATENTS 2,391,531 12/45 Warren 251282 2,747,612 5/56 Lee 251282 X 2,812,775 11/57 Hodgson 137625.34 X 2,971,536 2/61 Junck et a1 251282 3,009,480 11/61 Miller 251282 X M. CARY NELSON, Primary Examiner.

Patent Citations
Cited PatentFiling datePublication dateApplicantTitle
US2391531 *Sep 16, 1943Dec 25, 1945Warren Henry EBalanced valve
US2747612 *Apr 24, 1951May 29, 1956Research CorpForce-compensated flow valve
US2812775 *Sep 10, 1956Nov 12, 1957New York Air Brake CoStabilizing means for high pressure hydraulic valves of the plunger type
US2971536 *Jun 26, 1958Feb 14, 1961Caterpillar Tractor CoHydraulic control valve throttling mechanism
US3009480 *Sep 25, 1959Nov 21, 1961Cessna Aircraft CoFlow control valve with axial force stabilizing spool or plunger
Referenced by
Citing PatentFiling datePublication dateApplicantTitle
US3282168 *Sep 5, 1963Nov 1, 1966Sanders Associates IncHydraulic servo control systems
US3729026 *May 17, 1971Apr 24, 1973Koehring CoControl valve with metering type valve spool
US3735780 *Jul 23, 1971May 29, 1973Rexroth Gmbh G LValve
US3747642 *Oct 26, 1971Jul 24, 1973Koehring CoThrottle notches for control valve spools
US4009864 *Feb 4, 1975Mar 1, 1977Caterpillar Tractor Co.Throttling slot configuration for a valve spool
US4020748 *Sep 3, 1974May 3, 1977Zahnradfabrik Friedrichshafen AgValve structure for hydraulic control system
US4072087 *Sep 17, 1975Feb 7, 1978Caterpillar Tractor Co.Digital positioner for remote actuation of a control valve
US4122867 *Jun 9, 1977Oct 31, 1978International Harvester CompanyHydraulic valve with open center metering notches
US4122868 *Jan 24, 1977Oct 31, 1978International Harvester CompanyHydraulic valve assembly having an axial flow force balanced spool
US4155535 *Mar 9, 1977May 22, 1979The Johns Hopkins UniversityLow axial force servo valve spool
US4440192 *Sep 23, 1982Apr 3, 1984United Technologies CorporationMinimization of pressure drop variation in flow controllers
US4449548 *Sep 23, 1982May 22, 1984United Technologies CorporationFlow control device
US4923172 *Mar 16, 1989May 8, 1990Ferranti International PlcFluid control valve
US4941508 *Dec 28, 1989Jul 17, 1990Dana CorporationForce balanced hydraulic spool valve
US5960809 *Aug 13, 1997Oct 5, 1999R.D.K. CorporationFuel equalizing system for plurality of fuel tanks
US6450194 *Sep 26, 2000Sep 17, 2002Case CorporationSpool notch geometry for hydraulic spool valve
US8528600 *Jun 3, 2011Sep 10, 2013Messier-Bugatti-DowtyHydraulic valve
US20110297262 *Jun 3, 2011Dec 8, 2011Messier-Bugatti-DowtyHydraulic valve
US20130153068 *Dec 14, 2012Jun 20, 2013Eaton CorporationFlow directing spool for valve
DE2223419A1 *May 13, 1972Nov 23, 1972Koehring CoHydraulischer Steuerschieber
DE2248891A1 *Oct 5, 1972May 3, 1973Koehring CoSchieberkolben fuer hydraulische steuerschieber
DE2604108A1 *Feb 3, 1976Aug 5, 1976Caterpillar Tractor CoChoke slot for valve piston - has reduced diameter section and adjacent cross piece to control hydraulic flow (BE280776)
DE2656855A1 *Dec 15, 1976Sep 15, 1977Caterpillar Tractor CoDrosselschlitz
EP1197695A2 *Oct 11, 2001Apr 17, 2002Honda Giken Kogyo Kabushiki KaishaSpool valve
WO1980000870A1 *Oct 23, 1978May 1, 1980Hall LLow-effort metering valve spool and method of manufacture thereof
WO1984003342A1 *Apr 14, 1983Aug 30, 1984Caterpillar Tractor CoMetering slot configuration for hyraulic control valves
U.S. Classification137/625.37, 137/625.69, 251/282
International ClassificationF16K11/07, F16K11/065
Cooperative ClassificationF16K11/0708
European ClassificationF16K11/07C