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MANAGEMENT A small company's approach to designing for profit DR. Stewart. M.Sc. C.Eng., M.I.Prod.E., F.I.Mech.E., M.B.I.M. Indexing terms: Actuators, Engineering administration and management, Design Abstract: An outline of the design and technical policy of a small specialist company, which has defined for itself a particular niche in the wide field of the various types and applications of actuators, is presented. A high proportion of design effort goes into contacts with customers, both selling expertise to them and receiving feedback of their needs. The aim is a simple economical product, made more versatile by modular enhance- ments. 1 Introduction Actuators are used for the remote operation of a variety of mechanisms and also for providing adequate power when this is needed. They are the muscle of the electromechani- cal systems controlled by electronic brains, and operate on instructions translated by electropneumatic interfaces, usually small solenoid-operated control valves. Positioning devices to control partial operation and positional indica- tor switches complete the feedback circuit to the computer. There are three major types: (a) Electrically operated actuators are used mainly for multiturn applications, for example on gate valves where a screw operation is needed. They are capable of generating high power through gearing. (b) Hydraulically operated actuators using pistons at high pressures are used advantageously in machines where a compact system for the pressure medium can be eco- nomically designed and where hydraulic power is readily available. (c) Pneumatically operated actuators are commonly designed to work at pressures available from standard air systems up to about 7 bar. Largely used for part turn oper- ation of valves such as the 90 degree ball, plug and butterfly types, they have advantages for rapid operation, and the operating medium is safe in hazardous areas. There are two main types: those operated by vanes and those operated by pistons. Hytork actuators are of the latter type. It has been the design policy always to use simple, well tried and proven engineering principles, and nothing fits better into this policy than the piston and the rack and pinion. From these basic principles a range of actuators has been developed to meet a wide variety of applications. Currently, the main product is the twin opposed piston actuator shown in Fig. 1. This is a modular design using a basic actuator with interchangeable end modules making it convertible between the three versions, double acting, spring return failsafe and air reservoir failsafe. There are variations of material. The main production is based on light alloy castings, but there is a parallel range, using steel, for onerous service conditions such as North- Sea oil platforms. In addition to this type there are others, which will be dealt with later. The demand for actuators has, in recent years, been stimulated by three factors. High labour costs have led to Paper 3389A (Ml), received 26th June 1984 The author is Managing Director of Hytcrk Actuators' Ltd., Eastern Avenue, Glou- cester GL4 7BY, England the mechanisation of many processes, and this has been encouraged by the development of computer and micro- processor controls. Finally, the Health and Safety at Work legislation has made many industries modify their pro- cesses to take the workers away from potential hazards. 2 Hytork's approach Hytork do not view their role merely as actuator manufac- turers performing an altruistic service to industry; this is a means towards the real purpose, which is to make a profit. There are many other very able manufacturers of actu- ators both domestically and worldwide. The market is extremely competitive both technically and commercially. As a small company, Hytork do not have large resources to apply to development. We have to operate to a strict budget, and this means a fairly rapid return on development expenditure. This, by definition, means that we must develop and manufacture what industry needs. The design process starts therefore with the customer and the salesman. Our sales team is the prime responsibility of the manag- ing director, who makes it a rule to spend a high propor- tion of his time on customer contact. Identifying customer needs means that you must understand his problem; it is unreasonable to expect that every process designer is expert in the same way that specialist companies such as Hytork are in their own field. We take the view that we sell our expertise as well as our actuators. Salesmen are our prime source of intelligence feedback for improvements and development of products; this helps us to ensure the rapid payback of development costs by making products that the industry needs. The salesmen and the managing director bring the intelligence back to base, where it stimulates discussion. Design then begins by brainstorming and argument; schemes are evolved, discussed, developed, discarded or changed to meet the various inputs. One advantage of being a small company is that everyone is involved: quality assurance, production and design, as well as sales. In too many industries these functions are separated, terri- tories guarded jealously, with, in some cases, open hostility one to another. We encourage involvement, so that when the product emerges all can feel a parental interest in it. The motive all the time is to make a simple economical product both for manufacturing and function. Elaboration for its own sake is discouraged. Why? is a constant ques- tion. The result of this approach is evident in our continual growth and our worldwide reputation. We satisfy our cus- tomers' needs with a competitive product which is reliable, IEE PROCEEDINGS, Vol. 131, Pt. A, No. 8, NOVEMBER 1984 623
Transcript
Page 1: A small company's approach to designing for profit

MANAGEMENT

A small company's approach to designingfor profit

DR. Stewart. M.Sc. C.Eng., M.I.Prod.E., F.I.Mech.E., M.B.I.M.

Indexing terms: Actuators, Engineering administration and management, Design

Abstract: An outline of the design and technical policy of a small specialist company, which has defined foritself a particular niche in the wide field of the various types and applications of actuators, is presented. A highproportion of design effort goes into contacts with customers, both selling expertise to them and receivingfeedback of their needs. The aim is a simple economical product, made more versatile by modular enhance-ments.

1 Introduction

Actuators are used for the remote operation of a variety ofmechanisms and also for providing adequate power whenthis is needed. They are the muscle of the electromechani-cal systems controlled by electronic brains, and operate oninstructions translated by electropneumatic interfaces,usually small solenoid-operated control valves. Positioningdevices to control partial operation and positional indica-tor switches complete the feedback circuit to the computer.There are three major types:

(a) Electrically operated actuators are used mainly formultiturn applications, for example on gate valves where ascrew operation is needed. They are capable of generatinghigh power through gearing.

(b) Hydraulically operated actuators using pistons athigh pressures are used advantageously in machines wherea compact system for the pressure medium can be eco-nomically designed and where hydraulic power is readilyavailable.

(c) Pneumatically operated actuators are commonlydesigned to work at pressures available from standard airsystems up to about 7 bar. Largely used for part turn oper-ation of valves such as the 90 degree ball, plug andbutterfly types, they have advantages for rapid operation,and the operating medium is safe in hazardous areas.There are two main types: those operated by vanes andthose operated by pistons.

Hytork actuators are of the latter type. It has been thedesign policy always to use simple, well tried and provenengineering principles, and nothing fits better into thispolicy than the piston and the rack and pinion. From thesebasic principles a range of actuators has been developed tomeet a wide variety of applications.

Currently, the main product is the twin opposed pistonactuator shown in Fig. 1. This is a modular design using abasic actuator with interchangeable end modules making itconvertible between the three versions, double acting,spring return failsafe and air reservoir failsafe.

There are variations of material. The main production isbased on light alloy castings, but there is a parallel range,using steel, for onerous service conditions such as North-Sea oil platforms. In addition to this type there are others,which will be dealt with later.

The demand for actuators has, in recent years, beenstimulated by three factors. High labour costs have led to

Paper 3389A (Ml), received 26th June 1984

The author is Managing Director of Hytcrk Actuators' Ltd., Eastern Avenue, Glou-cester GL4 7BY, England

the mechanisation of many processes, and this has beenencouraged by the development of computer and micro-processor controls. Finally, the Health and Safety at Worklegislation has made many industries modify their pro-cesses to take the workers away from potential hazards.

2 Hytork's approach

Hytork do not view their role merely as actuator manufac-turers performing an altruistic service to industry; this is ameans towards the real purpose, which is to make a profit.

There are many other very able manufacturers of actu-ators both domestically and worldwide. The market isextremely competitive both technically and commercially.

As a small company, Hytork do not have largeresources to apply to development. We have to operate toa strict budget, and this means a fairly rapid return ondevelopment expenditure. This, by definition, means thatwe must develop and manufacture what industry needs.The design process starts therefore with the customer andthe salesman.

Our sales team is the prime responsibility of the manag-ing director, who makes it a rule to spend a high propor-tion of his time on customer contact. Identifying customerneeds means that you must understand his problem; it isunreasonable to expect that every process designer isexpert in the same way that specialist companies such asHytork are in their own field. We take the view that we sellour expertise as well as our actuators. Salesmen are ourprime source of intelligence feedback for improvementsand development of products; this helps us to ensure therapid payback of development costs by making productsthat the industry needs.

The salesmen and the managing director bring theintelligence back to base, where it stimulates discussion.Design then begins by brainstorming and argument;schemes are evolved, discussed, developed, discarded orchanged to meet the various inputs. One advantage ofbeing a small company is that everyone is involved:quality assurance, production and design, as well as sales.In too many industries these functions are separated, terri-tories guarded jealously, with, in some cases, open hostilityone to another. We encourage involvement, so that whenthe product emerges all can feel a parental interest in it.

The motive all the time is to make a simple economicalproduct both for manufacturing and function. Elaborationfor its own sake is discouraged. Why? is a constant ques-tion. The result of this approach is evident in our continualgrowth and our worldwide reputation. We satisfy our cus-tomers' needs with a competitive product which is reliable,

IEE PROCEEDINGS, Vol. 131, Pt. A, No. 8, NOVEMBER 1984 623

Page 2: A small company's approach to designing for profit

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Page 3: A small company's approach to designing for profit

aesthetically acceptable, safe, economical and with goodtechnical backup advice. The customer satisfies our needsby helping us to make a profit. Examples of this designphilosophy will help illustrate the outcome of thisapproach.

When we designed our main-stream actuator on themodular basis, the basic actuator consisted of an open-ended cylinder with the pistons and pinions assembled.Conversion modules were then to be attached as closuresto the cylinder ends for the double acting, spring returnand air failsafe versions.

We did not like bolts, set screws or tie bars for safetyconsiderations, as there is no way of guaranteeing thatsuch fittings are not prestressed to incipient failure. Addi-tionally, the manufacture of such fitting demands highaccuracy and expensive jigging in addition to being labourintensive. We looked at circlips; they gave good supportwithout stress concentration, but were not applicable intheir conventional use to some of the modules.

Eventually, we developed our 'Infix' system, which isdescribed in Fig. 1. It has many advantages:

(a) good engineering principles for stress and safety(b) simple manufacturing, almost as a byproduct of

other essential operations(e) protection against ambient conditions(d) tamper resistant(e) concealed for hygienic and aesthetic considerations(/) commonality between different sizes of actuators(g) facilitates quick and easy assembly and disassembly(h) facilitates quick and easy conversion from one type

of actuator to another(0 reduces stock holding for distributors due to modular

system.

A second example is the spring pack. It is modular, and acentre module can be modified from, say, a double actingversion to a spring return version merely by removing the

end caps and replacing them with a spring pack. Thesprings are precompressed and held by a tie bar, which isremoved after assembly to the actuator.

There are two springs in each pack and a pack at eachend of the actuator. As there is a wide range of air systempressures in general use, ranging from 30 to 80 lbf/in2(gauge), the springs are designed so that selectiveremoval of one or more springs allows the air equivalentto be adjusted in 10 or 15 Ibf/in2(gauge) steps. This allowsthe user, or the distributor, to adjust his actuator to matchthe need and complements the basic modular concept ofthe product.

More recently, a valued customer approached us with avery severe problem on a major plant. The customer askedfor a reliable actuator that would operate over 180 degreeswith three positions (90-0-90 degrees), each position to beselectively capable of failing safe by the provision of suit-able control circuitry.

Owing to previous experiences when we had designedtoo narrowly to specific requests, we had found that thesedesigns were too inflexible to meet later desirable develop-ments. We decided to try to design flexibility into our basicspecification. The design had to be modular and capable ofthe same function as the twin-opposed piston, i.e. it had tobe capable of air operation, spring return or air failsafefunctions. This latter principle met the customer's firstrequest. It had to be capable also of being manufacturedon a small batch, even one off, basis, as expensive toolingcould not be justified.

We met the requirement and exhibited the product inGermany in 1983. The response has been enthusiastic; itseems there were very many customers with a need for thistype of actuator, which we are sure will become a valuableaddition to our range. We have, of course, applied forpatent protection for this development.

These examples illustrate the Hytork approach todesigning for profit. That is what we are in business for: ahealthy bottom line.

IEE PROCEEDINGS, Vol. 131, Pt. A, No. 8, NOVEMBER 1984 625


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