Cartridge and cover assembly for fluid filters

A top-loading filter housing has a spin-on combination cartridge and cover in a unitary assembly. The cartridge is an annular filter medium surrounding a perforated center tube and supported in an imperforate bottom endcap, being joined by potting compound to provide a consolidated structure. An annular seal is retained in a central opening in the endcap and is sized for a sliding fit on a vertical standpipe, centrally supported in the filter housing. The cover portion of the cartridge is a molded, circular, glass-filled nylon plate having a depending peripheral flange threadedly receivable in the open, upper end of the filter housing. The cover includes a central well in which the filter medium and centertube are received, both being secured and sealed by potting compound so that the cover and cartridge may be replaced as an assembly.

BACKGROUND OF THE INVENTION 
This invention relates to filters generally and more particularly to diesel 
engine fuel filters of the replaceable cartridge variety. 
The cartridge type of replaceable filter element has found wide spread 
application in providing a particular convenience for interchange of the 
filter medium. In many instances, the spin on type of filter cartridge is 
utilized as this provides the additional convenience of simply threading 
and unthreading the cartridge to accommodate the interchange. 
Previous top loading cartridge filter designs have divided the filter 
housing and the filter element into separable entities usually comprising 
three parts, namely the disposable filter element, the filter housing and 
the filter cover assembly. These separate components have enabled 
manufacturers to offer sturdy, permanent filter housings while minimizing 
replacement element components and costs. 
Spin on filter elements were later developed which were comprised of an 
inseparable filter housing and element assembly (usually disposable) along 
with a non-disposable head or cover assembly. Spin on elements initially 
offered convenience in element change over cartridge elements, but passed 
increased replacement element costs onto the end user. They were also less 
convenient than normal in top loading configurations. 
Changing the filter element on the typical top loading cartridge filter 
involves draining the housing below the filter cartridge. The cover 
assembly and cartridge element are then removed from the housing in two 
separate operations. This can be time consuming and inconvenient in that 
the filter element has usually been submersed in the fluid and cannot be 
extracted by hand without contacting the fluid. 
In changing a typical top loading, spin on unit, the element/housing must 
be completely drained of fluid before unscrewing from the head assembly to 
avoid spillage. This often involves a significant waiting period for the 
housing to drain completely. Spin on element replacement is more expensive 
than similar cartridge element replacement because the element and housing 
are inseparable and both must be disposed of. 
The spin on concept especially in top loading applications, did not vastly 
improve element change out convenience over cartridge elements, but it did 
increase replacement elements costs. As a result, there has been a need 
for a top loading element design which would conveniently spin on and off, 
while avoiding the multiple operations and mess associated with cartridge 
element change out. It would also be necessary in such design to avoid the 
higher cost associated with the spin on type of element replacement. 
SUMMARY OF THE INVENTION 
A top loading filter with a spin on combination cartridge element/cover 
assembly, in which an inexpensive cover assembly is disposed of with the 
filter element at the element change out, provides the advantages outlined 
above. In this arrangement, the filter housing having an open upper end 
provides a stationary structure which is typically bolted to a vehicle 
panel or the like and which is plumbed with inlet and outlet ports to 
provide a fluid flow path throughout the housing. A central tubular stand 
pipe is typically employed in such filter housing to provide a part of the 
flow path whereby fluid is routed outwardly of the housing from an 
internal location near the top thereof, but different configurations could 
be employed in this regard as well. Typically, the housing is threaded at 
its open upper end and is adapted to receive the combination cartridge 
element/cover assembly. 
The cartridge assembly is in the configuration of an annular filter medium 
of fairly conventional structure consisting of a perforated center tube 
supporting the filter medium and having a bottom end cap in which the 
filter medium and center tube are secured by a bed of potting compound to 
provide a unitary structure. The bottom end cap includes a central opening 
and an annular seal at that location which is adapted to slide over the 
periphery of the stand pipe when the cartridge is inserted into the filter 
housing. A cover is provided at the open upper end of the housing and 
includes an externally threaded depending flange adapted to engage and 
close the open end of the housing. An elastomeric seal is provided as well 
for this purpose. The cover includes a central well therein in which the 
filter medium and center tube are disposed and retained in place by means 
of a bed of potting compound so that the filter medium and end cover are 
an integral unit. Preferably, the cover is formed of glass-filled nylon to 
provide a relatively strong and yet inexpensive device for support of the 
filter medium and closure of the end of the housing. A central vent having 
a threaded plug therein is typically included in the end cover for venting 
and/or filling purposes. The filter housing is disclosed in both a unitary 
housing configuration and in one in which a separable collection bowl is 
included at the lower portion thereof. In both configurations, drain 
valves may be included for manual or automatic drain of the lower portion 
of the housing. 
It is thus apparent that when element change out occurs, the cover element 
assembly is unscrewed by hand and removed in one operation. As the cover 
portion itself is not externally submersed in fluid, this can be done 
without contacting the fluid. It is also unnecessary to drain the unit as 
fluid left in the housing is filtered through the new element in refilling 
it when the assembly is screwed back onto the filter. This avoids wasted 
and spilled fuel as well as decreasing the drainage time required with 
prior top loading spin on units. 
While the cover of this unit is disposable as well in this type of device, 
this apparatus is advantageous in that replacement element components and 
costs are substantially similar to prior art conventional cartridge filter 
designs. In such prior art designs, it is required that an upper end cap 
be included on the cartridge element and it is apparent that accommodation 
must be made for supporting the cartridge within the filter housing, both 
of which are inherently provided in the instant invention. Further, 
element change out is much more convenient in this particular design and 
the likelihood of mismatching filter mediums and the like are even further 
removed inasmuch as the proper medium is also always associated with the 
appropriate cover portion thereof.

DETAILED DESCRIPTION OF THE INVENTION 
Referring now to FIGS. 1 and 2, there is shown a first embodiment of the 
instant invention consisting of fuel filter 10 having an elongated 
cylindrical housing 11 with internal threads 12 at its open upper end 14. 
Housing 11 has a lateral boss 15 thereon at its mid section which in turn 
includes several threaded openings 16 which are adapted to receive bolts 
for securement of filter 10 to stationary structure or the like adjacent 
to a diesel engine or other device which with the filter is associated. 
Housing 11 includes a generally cylindrical reduced diameter lower end 18, 
similarly having internal threads thereon and adapted for receipt of a 
conventional collection bowl 19 for entrapment of contaminants which are 
separated from the fuel being passed through filter 10. Collection bowl 19 
includes external threads at its upper end and an o-ring elastomeric seal 
20 for releasably securing the unit in a sealed manner to the lower end 18 
of housing 11. 
Still further, housing 11 includes threaded inlet port 22 near the upper 
end and outlet port 24 near the bottom for interconnection of filter 10 to 
a fluid system and for routing the fluid internally of the filter housing 
11. An internal transverse wall 25 separates the reduced diameter lower 
end 18 of the housing from the upper portion thereof and includes a 
vertical boss housing central opening 26 therein which is internally 
threaded and which is adapted to receive center tube 27. Center tube 27 is 
an elongated tube which extends from transverse wall 25 to an upper free 
end 28 which is adjacent the open upper end 14 of housing 11. Center tube 
27 is vertically oriented in housing 11, being disposed substantially on 
the central axis thereof. The lower end of center tube 27 is in fluid 
communication with outlet port 24 being joined by means of a laterally 
extending conduit formed beneath transverse wall 25 of housing 11. Housing 
11 is typically a die cast aluminum housing, machined to form ports 22, 24 
and central opening 26 and together with center tube 27 establishes a 
fluid flow path within housing 11 from inlet port 22 to outlet port 24. As 
noted, collection bowl 19 may be of relatively conventional configuration 
comprising a see-through plastic bowl formed of polycarbonate or the like 
and preferably includes a drain valve 30 at the lower portion thereof. 
Collection bowl 19 may be threadedly removed from housing 11 to remove 
contaminants from the interior thereof in addition to draining of the 
interior by means of drain valve 30. 
Fuel filter 10 further includes a combination cover/cartridge assembly 32 
to provide a replaceable filter element feature for the filter assembly. 
The cartridge assembly includes a cover portion 35 and a cartridge portion 
36 joined as a unitary assembly and serviceable in filter 10 as an 
integral unit. Cartridge 36 comprises a conventional perforated center 
tube 38 around which are disposed one or more layers of filter media 39 in 
an annular configuration and which may further be covered at the periphery 
by one or more wraps of paper or the like, the latter extending part way 
or substantially the full axial length of filter element 39. A plate-like 
bottom end cap 40 of generally annular configuration is disposed adjacent 
the lower axial end of the filter media 39 and is secured thereto as well 
as to center tube 38 by means of a layer of potting compound 42. 
At its upper end, filter element 39 is secured to the underside of cover 35 
in a similar matter, that is by a layer of potting compound 44 which 
permanently unites filter media 39 with cover 35. For this purpose cover 
35 which is generally between concentric ridges, of circular, plate-like 
configuration, has a well 33 formed on its underside, in which the filter 
media 39 and center tube 38 may be positioned prior to pouring of potting 
compound 44. Cover 45 includes vent 48 formed in a central boss and which 
is normally closed by means of a threaded plug to serve either for venting 
of the interior of filter housing 11 or for filling purposes therefor. 
Cover 35 further includes an externally threaded depending flange 49 at 
its periphery which is threadedly receivable in the open upper end 14 of 
housing 11. The bottom end cap 40 of cartridge 36 includes central opening 
50 therein in which is disposed an elastomeric annular seal 51, the latter 
being sized to be a sliding, sealing fit over the periphery of center tube 
27 so as to seal the lower end of cartridge 36. 
Thus, it will be apparent that cover/cartridge assembly 32 may be 
unthreaded from housing 11 and removed therefrom by axially withdrawing 
same, in the process sliding seal 51 towards the free end 28 of center 
tube 27 and that a replaceable cover/cartridge assembly 32 may similarly 
be positioned within housing 11 and threadedly engaged therewith in a 
sealing configuration. Preferably, cover/cartridge assembly 32 retains an 
o-ring seal 52 at its outer periphery to provide an efficient sealing 
engagement with housing 11. 
It will be apparent also that the cover/cartridge assembly 32 may be placed 
in or removed from housing 11 without the necessity for physically 
contacting the fluid contained in housing 11 or even requiring the prior 
drainage of fluid therefrom. Further, it will be apparent that cartridge 
36 will be properly oriented within housing 11 after positioning therein 
with its lower end in sealing engagement with center tube 27 and placing 
the periphery of filter media 39 in close-spaced relation to the interior 
of housing 11 so that an annular peripheral fuel chamber is provided 
therebetween for receipt of fluid from inlet port 22. After fluid passes 
through filter media 39 and perforated center tube 38, it will be routed 
through standpipe 27 to outlet port 24 and outwardly to a remote part of 
the fluid system. 
Referring to FIG. 3, a second embodiment of fuel filter 53 is depicted as 
comprising housing 54 and combination cover/cartridge assembly 55. In this 
embodiment of the invention, cover/cartridge assembly 55 includes cover 56 
and cartridge 58, the latter including annular filter media 59 similar to 
that previously described. Cartridge 58 further includes vertical 
perforated center tube 60 and bottom end cap 61, the latter being a 
circular plate having a central opening at which is disposed annular 
elastomeric seal 63. The filter media 59, center tube 60 and bottom end 
cap 61 are secured as a unitary element by means of deposited potting 
compound 65. Similarly, cartridge 58 is secured to cover 56 by means of a 
layer of potting compound 66 disposed in a well 68 on the underside of 
cover 56, the well 68 being formed between concentric downwardly directly 
circular flanges 69, 70. This provides a consolidated structure which may 
be inserted and removed as a unit from filter housing 54. Cover 56 further 
includes peripheral flange 72 which is externally threaded and which is 
adapted for threaded interengagement with the open upper end of housing 54 
in a manner similar to that previously described with respect to the first 
embodiment of the invention. 
In this embodiment of the invention housing 54 is a unitary structure 
comprising an elongated cylindrical, thin wall housing having an open, 
internally threaded upper end 73, a rounded, closed lower end 75 and 
includes a transverse inlet port 76 and outlet port 77 disposed near the 
bottom of housing 54. Outlet port 77 communicates with the interior of a 
vertically upstanding interior boss 78 which has a central, vertically 
oriented opening adapted to frictionally receive and retain upstanding, 
central, stand pipe 79. Standpipe 79 is a tubular structure having a lower 
end disposed in boss 78 and an upward free end 80 in the center of housing 
54 and adjacent the open upper end thereof in close spaced relation to 
cover 56. 
In this embodiment of the invention, a heater structure 82 is provided in a 
pancake configuration having a central opening which is supported on 
central boss 78 and through which fluid flows from inlet port 76 to the 
outer periphery of filter medium 59. Interposed between heater element 82 
and inlet port 76 is thermostat 84 which serves to monitor the temperature 
of fluid within housing 54 to control the degree of heat applied by heater 
element 82. Fluid flows from inlet port 76 to an inlet opening 91 in 
thermostat 84, through outlet 92 of heater 82, through filter medium 59 
and standpipe 79 to outlet port 77. A drain plug 85 is provided in a 
threaded opening at the bottom of filter housing 54 for draining the 
interior thereof in a manner similar to that described previously. 
Cover 56 is a circular, thin plate like structure having an upstanding boss 
87 at the central portion thereof which is threaded to receive a vent plug 
88 for venting of the interior of filter housing 54 or for filling 
purposes therefor Cover 56 is preferably formed of glass filled nylon and 
may be conveniently formed by an injection molding process or 
appropriately machined to the configuration desired. Glass filled nylon is 
preferred as a material because of its relatively high strength and 
ability to withstand axial and threading force loads and yet be of a 
relatively low cost so as to be disposable together with the filter 
cartridge 58 upon replacement thereof. Housing 54 is preferably a die cast 
aluminum structure which may be appropriately machined to provide the 
threaded port arrangements and the like.