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Chang-Dae Park
Korea Institute of Machinery and Materials
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(Manuscript Received February 4, 2014; Revised September 26, 2014; Accepted November 12, 2014)
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Abstract
Solenoid operated valves (SOV) are widely used in many applications due to their fast dynamic responses, cost effectiveness, and less
contamination sensitive characteristics. In this paper, we tried to provide a convenient method of design verification of SOV to design
engineers who depend on their experiences and experiment during design and development process of SOV. First, we summarize a de-
tailed procedure for designing SOVs for industrial applications. All of the design constraints are defined in the first step of the design, and
then the detail design procedure is presented based on design experiences as well as various physical and electromagnetic relationships.
Secondly, we have suggested a verification method of this design using theoretical relationships, which enables optimal design of SOV
from a point of view of safety factor of design attraction force. Lastly, experimental performance tests using several prototypes manufac-
tured based on this design method show that the suggested design verification methodology is appropriate for designing new models of
solenoids. We believe that this verification process is novel logic and useful to save time and expenses during development of SOV be-
cause verification tests with manufactured specimen may be substituted partly by this verification methodology.
Keywords: Design; Verification; Solenoid valve; Attraction force; Electromagnetic
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Table 1. Classification of solenoid valve. portional pressure valve was formulated to analyze and design
valves with similar structures by considering the mechatronic
Classification Type
structure of this type of valve and the integration of electronic,
Port number 2-way, 3-way, 4-way
pneumatic, and mechanical devices [10]. Two models of a
Operation mechanism Direct-acting, pilot operated pneumatic PWM (pulse width modulated) solenoid valve for
Usage purpose Instrumental, process engineering applications were proposed by Ye et al. [11],
Applications General use, special use which also analyzed the instantaneous and equivalent mass-
Fail mode Open, close, universal flow rates across the valve. Recently, Liu et al. [12] presented
Power DC, AC a method to design the parameters of the direct action solenoid
valve based on computational intelligence. They focused on
obtaining the biggest electromagnetic force by optimizing the
design parameters and showed that the current is the most
important parameter affecting the electromagnetic force.
Most previous work on solenoid valve has focused on the
static and dynamic behaviors of solenoid actuators and only
on its design, especially the coil and plunger. There are not
enough technical studies that describe the whole range of the
design process for SOVs. Moreover, suitability check of the
design has not been considered into design process and has
been performed only by experiments which are time- and
expenses-consuming works.
In this study, we have attempted to review and summarize
the detailed design procedures of SOVs for convenient use in
industrial fields. Special attention has been given to the verifi-
cation logic of the design procedure for the DC 3-way nor-
Fig. 1. Schematics of direct-acting solenoid operated valve. mally closed valve. The suggested verification methodology
can check the designed values for coil wire diameter, coil
resistance, attraction force, and hence optimum safety factor
ber of coil windings and the coil length. Yehia [2] introduced for the attraction force.
a detailed design for a solenoid valve without a diaphragm for
a selected size. He focused on the design of the valve body
2. Design input parameters
and did not address the process of the coil design, which is a
core part of the design of a solenoid valve. Sung [4, 5] have The concept design process for SOVs is often disregarded
developed a design program for ON/OFF type solenoid actua- by design engineers because most of the design concept is
tors. Their design summarized 22 input parameters and 18 done by experiences based on reverse engineering or conven-
design parameters based on electromagnetic theories, experi- tional products. However, this way of approaching the design
mental values, and their experiences. He proved the propriety is apt to miss important design factors, and it cannot be ex-
of his design program by experiments with manufactured pected to produce a creative design or outcome. To remedy
prototypes, because a theoretical verification of the design has this common oversight, identification of all design constraints
not considered yet. Kajima [6] focused on the electrical cir- is the first and most important step of the design process.
cuits that he had developed for the purpose of energizing the Table 2 shows examples of design input parameters for the
solenoid valve in an effort to develop high-speed solenoid SOV and some example values, which must be clarified be-
valves. Kajima and Kawamura [7] performed simulations and fore the SOV basic design begins. The parameters in Table 2
tests based on a mathematical model to develop a high-speed consist of 32 data points on service conditions, valve bodies,
solenoid valve. They demonstrated the effects of design pa- and solenoid actuators. Some are related to design targets,
rameters, such as the solenoid dimensions and the number of such as “Quality class”, “Seismic category”, and “Coil class”,
coil turns, on the switching time. Vaughan and Gamble [8] which can be determined from the user requirements and the
presented a method for predicting the electromechanical be- design concept. The selection of the non-metallic materials of
haviors of solenoid actuated proportional valves, paying par- the SOV components is strongly dependent on the type of
ticular attention to solenoid modeling. This model predicted fluid and the quality class, which is related to the environ-
both the dynamic and static responses, such as those in the mental conditions. Most valve failures are attributed to the
current and the plunger position of the valve, to voltage inputs. sealing parts, which are the most vulnerable component in the
Ferreira et al. [9] proposed a semi-empirical model for predict- valve. Therefore, the selection of non-metallic materials is the
ing the spool position and flow-rate in a hydraulic propor- most important consideration and must consider the thermo-
tional valve. A nonlinear dynamic model of a pneumatic pro- elastic properties, irradiation, coil temperature increases and
C.-D. Park et al. / Journal of Mechanical Science and Technology 29 (2) (2015) 677~686 679
Table 2. Design constraints of SOV. The flow coefficient can be calculated for a certain flow rate
Q [m3/h] from Eq. (1) or Eq. (2) [13]:
No Input data Description
1 Mounting location/method Room#4/hard
Q G (273 + T f ) Pi
2 Quality class Q(nuclear application) CV = for DP < (1)
287 DP ( Pi + Po ) 2
3 Seismic cat. III
4 Fluid Air Q G (273 + T f ) Pi
Service conditions
17 Pipe size, schedule 1”, 160 cept design. The selection of the coil class should consider the
18 Port size 1.25” maximum temperature increase of the coil and the environ-
19 No. of ports 3
mental temperature. For a conservative design, the maximum
temperature rise of the coil is regarded as the temperature
20 Characterization On/off
allowable in the coil class, which is an important design pa-
21 Type of closure Spring/plunger
rameter in calculating the coil dimensions, such as height,
22 Response time < 2 sec
width, and winding number of the coil.
23 Direct or pilot Direct List of input data in Table 2 can be added or omitted ac-
24 Housing type Sealed cording to the subsequent design process for specific cases.
25 NEMA class 4 The identification of all input parameters is very important
26 Cond. conn. type, cond. size NPT, 3/4” and may greatly shorten the time required for the subsequent
Solenoid actuator
FA,min = Fp - F - Fc . (4)
3.3 Number of coil windings
The attraction force of the solenoid is an important design The number of coil windings N affects the design of the coil
parameter that significantly affects the valve performances dimensions, the temperature increase inside the coil, and the
such as the response time and power consumption. The attrac- attraction force. The relationship between the magnetomotive
tion force decreases with the degradation of the coil from ag- force f and the magnetic flux density B [T or Wb/m2] can yield
ing and also with an increase of the coil temperature of the the coil number of windings N, as shown in Eq. (9) [6, 14]:
solenoid valve during operation. Therefore, the design attrac-
tion force FA has a design margin by introducing the safety z B( x + d )
f = = NI
factor sf as shown in Eq. (5). m0
(9)
z B( x + d )
FA = s f ´ FA,min . (5) \N =
m0 I
The designer of the solenoid valve can have a choice of se- where d is the anti-remanence gap, which is the space distance
lecting the spring constants by Eq. (6): between the moving plunger and the stationary core; z is the
equivalent coefficient (1.15 - 1.4); and m0 is the magnetic per-
Fp = C p F (6)
meability of air (4p´10-7 H/m). The equivalent coefficient is
introduced as a correction factor for the magnetomotive force
where Cp (> 1) is an empirical constant determined from the required in the gap.
C.-D. Park et al. / Journal of Mechanical Science and Technology 29 (2) (2015) 677~686 681
F
B= = mH (10)
S
qr N ×I2
h= . (22)
2lx q f d w (d w + ti )
ro = ri + W . (23)
Fig. 4. Design flowchart for SOVs.
The order described in the previous Sections is similar to design algorithm and method must be verified to check their
the sequence for the design procedure of the solenoid valve, design suitability before manufacturing and testing in order to
but the order can be adjusted according to the design con- decrease trial and error in developing process.
straints and concept design. To clearly display the design
process of the solenoid valve, we have suggested a design 4.1 Theoretical verification
flowchart, as shown in Fig. 4 that includes a design verifica-
tion process and an assembly compatibility check. This flow- In Sec. 3, all the design parameters for h, nc, Nl, W, and ro
chart consists of an identification process for all design con- can be obtained after the selection of dw from the AWG tables,
straints, a calculation process for the solenoid body and actua- which strongly depends on the engineer’s experience. How-
tor, and a compatibility check process. The ‘predefined proc- ever, the selected value of dw can be verified with Eq. (25),
ess’ boxes on the right side of the main design flow are values which is derived from Eq. (24) and includes the designed val-
designated by the design engineer and/or values that are calcu- ues.
lated by related equations. The order listed in the predefined
process boxes is the sequence in the each step of the design 4 r (ri + ro ) NI
V = IR = (24)
procedure. The design verification process in the flowchart is d w2
an important step for enhancing the suitability of the design
4 r (ri + ro ) NI
methodology in this research, which is discussed in the subse- dw = . (25)
V
quent Section.
R = Ro ´ L (26)
where Ro can be obtained from the AWG tables for the se-
lected dw, and L can be calculated from Eq. (27), which is
based on the geometry of the solenoid coil:
{( Nl - 1)( d w + ti ) + db }
L = nc N lp Fig. 5. Prototype of direct-acting solenoid valves.
(27)
+ N rp {2 N l ( d w + ti ) + db }
affects the reduced attraction force FA,h as well as the design
where db is assumed to be same as the inner diameter of the attraction force FA. This corrected design attraction force FA
coil, 2ri, and Nr is the residual layer number of the coil, the can yield the optimized design of the valve and can also re-
residual of N/nc. The first term of the rightmost term in Eq. designate the orifice size d, which is the very starting point of
(27) is the coil length for the Nl layer, and the second is the the solenoid valve design process, as shown in Sec. 3. There-
coil residual length for the Nl +1 layer. This verification for the fore, this verification logic can be regarded as a self-verified
total coil resistance R is a chance to check the suitability of the process covering the entire process of SOV design.
designed results for the ri, Nl, and nc of the solenoid coil to
obtain the target value for the power consumption from Eq. 4.2 Experimental verification
(7).
The temperature inside the solenoid coil first increases with The design results determined by our design methodology
the operation time of the valve and is then saturated at a cer- are examined by manufacturing and performance tests on the
tain temperature. The increased temperature of the coil results prototype solenoid valves. Fig. 5 shows the prototype of the
in an increase of the resistance of the coil, which reduces the direct-acting solenoid valves. Table 3 shows the principal
coil current and, hence, the attraction force of the solenoid specifications of the manufactured prototypes and the design
valve. Therefore, it is important to compare the design attrac- values obtained from the design procedure suggested in this
tion force FA to the reduced attraction force FA,h caused by the work. Most of the specifications in Table 3 are similar to the
temperature increase θf. In the present design process, the design values, which can be base of experimental verification.
temperature rise is the difference between the maximum tem- Table 4 shows the verified values of the design parameters,
perature representing the insulation rating of the coil and the as explained in the previous Section. The coil wire diameter
ambient temperature Ta. The increased resistance of the coil, dw and resistance R are in fairly good agreement with the de-
Rh, is shown in Eq. (28) as function of R20, which is the resis- sign values in Table 3. This table indicates that selection of the
tance of the coil at 20°C [17]: dw by the design engineer is acceptable in either case of 0.16
mm and 0.14 mm. This table also shows the effects of the
æ 234.5 + Th ö temperature increase of the coil on the attraction force of the
Rh = R20 ´ ç ÷ (28)
è 234.5 + 20 ø valve. The attraction force decreases from 21.4 N to 8.07 N
when the temperature of the coil rises to 180°C, which is the
where Th [°C] is the saturated temperature of the coil, which is most conservative condition considering the insulation class
assumed to be the maximum temperature representing the (“H”) of the coil. It is important to know that this reduced
insulation rating of the coil. This increased resistance Rh re- attraction force is still larger than the FA,min value (5.36 N).
sults in a reduced current Ih through Eq. (8). Then, the de- This means that the safety factor sf 4 is optimal value, al-
creased flux density Bh and the reduced attraction force FA,h though, in Table 5, what extent of the larger value is optimal
are calculated using Eq. (29) and Eq. (13), respectively. must still depend on the engineer’s experience.
Fig. 6 shows the experimental results of the attraction force
m0 I h N of the solenoid valve prototype with plunger displacement.
Bh = . (29)
z (x + d ) The maximum attraction force is 11.0 kgf (107.9 N), and the
attraction force at 2 mm displacement is approximately 2.5 kgf
This reduced attraction force FA,h must be larger than the (24.5 N). FA in Table 3 is 21.4 N at (x+d) = 2 mm displace-
minimum attraction force FA,min to properly operate the valve, ment of the plunger. This shows a good agreement between
even at the elevated temperature Th. This comparison requires the designed values and the experimental results, especially
a design engineer to re-designate the safety factor sf, which considering the subtle differences between the design values
684 C.-D. Park et al. / Journal of Mechanical Science and Technology 29 (2) (2015) 677~686
Table 3. Design specification of manufactured solenoid valve. Table 4. Design verification by theoretical calculation.