Articulated Joint Load Sharing for Downhole Torque Transfer

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Solution Overview

Problem

Conventional rotary steering assemblies in the oil and gas industry face challenges in efficiently transmitting torque across articulated joints due to the assumption of torque transmission through two points of contact, leading to limitations in torque carrying capacity and compliance at varying angles.

Innovation Solution

The design incorporates an articulated joint with multiple torque transfer features and elastic mounts within pockets, allowing for independent optimization of geometry and compliance, enabling more even load sharing and increased torque transmission capacity.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Power

If conventional articulated joints are used to transmit torque across high axial, radial, and torsional loads, then torque transmission is achieved, but the joint experiences high stress and reduced reliability under complex loading conditions

Engineering Contradiction:
Improvetorque transmission capacityVSAvoidjoint reliability under high axial, radial, and torsional loads
Core Design Contradiction:
PowerVSReliability

Solution Approach 1:

The articulated joint is divided into multiple torque transfer features (at least three separate contact points) distributed around the circumference of the drive shaft. This segmentation allows the joint to distribute high torsional loads across multiple independent contact points, reducing the stress concentration at any single point and improving overall reliability under complex loading conditions.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Different regions of the articulated joint are optimized for specific functions: the torque transfer features are positioned at specific angular locations to handle torsional loads, while the housing slots and pocket geometries are designed to accommodate radial and axial movements. This local optimization ensures that each feature performs its specific function efficiently under the appropriate load direction.

Inventive Principle:
Principle #3Local quality

2Power

If multiple torque transfer features are added to distribute loads more evenly, then torque carrying capacity increases, but device complexity increases

Engineering Contradiction:
Improvetorque carrying capacityVSAvoidnumber of torque transfer features and associated components
Core Design Contradiction:
PowerVSDevice complexity

Solution Approach 1:

The articulated joint design integrates multiple functions into a unified structure: the same housing slots and pocket geometries that accommodate the torque transfer features also serve to guide their movement, provide structural support, and enable articulation. This multi-functionality reduces the need for separate components and simplifies the overall device while maintaining high torque carrying capacity through distributed load transfer.

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

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

This solution enhances the torque carrying capacity of articulated joints by distributing loads across multiple points, allowing for higher torque transmission without compromising space claims, and can be retrofitted into existing systems to improve performance.

Implementation Method 1

One or more elastic mounts are positioned within each pocket to allow the torque transfer features to move independently of one another. The elastic mounts provide an amount of flex or give to the torque transfer features, which helps distribute torsional loads across all torque transfer features.

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS10900287B2Articulated joint for downhole steering assembly
Publication Date: 2021.01.26 HALLIBURTON ENERGY SERVICES INC
  • US10900287B2 patent drawing
  • US10900287B2 patent drawing
  • US10900287B2 patent drawing

AI summary

A steering assembly includes an outer housing and a drive shaft extended longitudinally within the outer housing and defining a plurality of pockets. A plurality of torque transfer features transfer torsional loads from the outer housing to the drive shaft, each torque transfer feature including a shank received within a corresponding one of the plurality of pockets. One or more elastic mounts positioned within each pocket interpose the shank and an inner wall of each pocket.