Downhole Actuator Screen Housing and Debris Trap

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Solution Overview

Problem

Existing electromechanical actuator systems in the downhole industry lack a separate screen housing and debris trap, leading to potential clogging of downhole valves and inefficiencies in fluid communication.

Innovation Solution

The proposed electromechanical actuator system includes a screen housing with a debris trap and a pressure compensation system using a piston to balance pressure, reducing the risk of clogging and improving fluid communication, while also incorporating shock-absorbing and self-aligning members to minimize component size and power requirements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a separate screen housing with debris trap is added to the actuator system, then the reliability of the downhole valve is improved by reducing clogging risk, but the device complexity increases

Engineering Contradiction:
Improvevalve reliabilityVSAvoidactuator system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The screen housing is integrated within the actuator system housing, with the debris trap nested inside the screen housing. This nested configuration allows the filtering components to be contained within the existing actuator structure, providing clogging protection without proportionally increasing overall system complexity.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The actuator system is divided into distinct functional sections: a motor section containing the rotary actuator, a screen housing section containing the debris trap and screen, and a valve section. This segmentation allows each component to be optimized independently while maintaining overall system reliability.

Inventive Principle:
Principle #1Segmentation

2Productivity

If a piston-based pressure compensation system is implemented, then fluid communication efficiency is improved, but the device complexity increases

Engineering Contradiction:
Improvefluid communication efficiencyVSAvoidactuator system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The piston serves multiple functions: it compensates for pressure changes in the fluid system, seals the fluid communication path, and transmits mechanical force from the motor to the valve mechanism. This multi-functionality reduces the need for separate components, maintaining productivity improvements while limiting complexity increases.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The pressure compensation function is merged with the existing valve actuation mechanism by using the same piston and fluid communication path. The piston's movement directly controls both pressure compensation and valve operation, combining multiple functions into a single integrated system.

Inventive Principle:
Principle #5Merging (Combining)

3Volume of moving object

If shock-absorbing and self-aligning members are added to minimize component size, then the actuator compactness is improved, but the device complexity increases

Engineering Contradiction:
Improveactuator sizeVSAvoidactuator system complexity
Core Design Contradiction:
Volume of moving objectVSDevice complexity

Solution Approach 1:

Shock-absorbing members are pre-installed in the actuator mechanism to cushion against impact loads and vibrations before they can damage other components. This beforehand cushioning allows the use of smaller, more compact components that would otherwise require larger safety margins, reducing overall actuator volume while managing complexity through preventive design.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Solution Approach 2:

Self-aligning members are incorporated into the actuator mechanism to automatically compensate for misalignment between components during operation. These self-aligning features eliminate the need for precise external alignment procedures and larger alignment tolerances, enabling more compact component packaging without increasing system complexity.

Inventive Principle:
Principle #25Self-service

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The solution effectively reduces the risk of clogging, minimizes component size and power requirements, and enhances reliability by using a piston-based pressure compensation system and shock-absorbing members, improving the overall performance and maintenance of downhole actuator systems.

Implementation Method 1

a fluid slurry exclusion and pressure compensating system that protects the close tolerance and/or non-corrosion resistant, and/or electrical/electronic components from the abrasive, conductive, corrosive, mud slurry while balancing pressure within the actuator with borehole pressure

Methodology Applied
Scientific EffectPressure compensation: Pascal's Law

Implementation Method 2

The actuator may include a rotary actuator, such as but not limited to, an electric motor

Methodology Applied
Scientific EffectElectromagnetic conversion: Electromagnetic Induction

Implementation Method 3

The rotary actuator may have a ball screw or lead screw integral to or attached to an output shaft of the rotary actuator that converts the rotary actuator rotation into linear reciprocating motion of a nut

Methodology Applied
Scientific EffectMechanical conversion: Screw

Implementation Method 4

The actuator may also have one or more shock absorbing and self-aligning members

Methodology Applied
Scientific EffectShock absorption: Damping

Data Source

PatentUS20240410276A1Electromechanical actuator and method of use
Publication Date: 2024.12.12 BENCH TREE GROUP LLC
  • US20240410276A1 patent drawing
  • US20240410276A1 patent drawing
  • US20240410276A1 patent drawing

AI summary

Electromechanical actuators for use in a MWD tool in a downhole environment, including actuators having a servo valve, comprising: a rotary actuator having a rotary actuator shaft; and a spring positioned in the servo valve such that movement of the rotary actuator shaft causes the spring to be changed between a first state and a second state, wherein gaps in the structure of the spring vary in size as the spring is changed between the first state and a second state, wherein the gaps act as fluid vents for fluid flow through the servo valve, such that movement of the rotary actuator shaft causes the fluid vents to vary in size and thereby change an amount of fluid flow through the servo valve; and an electronic control assembly configured to detect change in load within the servo valve based on the change in the amount of fluid flow.