Cammed Ball Screw Clutch for Low-Power Downhole Valve Actuation

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Solution Overview

Problem

Current subsurface safety valve linear actuators face challenges due to size and power limitations, leading to inadequate torque in clutches, and high power consumption and temperatures that affect reliability.

Innovation Solution

The use of a cammed ball screw mechanism in electro-mechanical assemblies, which replaces the electromagnetic clutch and brake, minimizing electrical components and reducing stress on actuator components by removing the holding load from the guide rod assembly, allowing for efficient operation of subsurface safety valves.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Power

If a clutch is used in the linear actuator, then the valve can be controlled, but the torque requirements cannot be achieved due to size and power limitations

Engineering Contradiction:
ImprovetorqueVSAvoidclutch size
Core Design Contradiction:
PowerVSVolume of moving object

Solution Approach 1:

The patent removes the clutch and brake components from the actuator assembly, extracting the problematic mechanical elements that consumed excessive power and occupied space. The holding load function is transferred to the guide rod assembly, eliminating the need for a clutch in the traditional sense.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the electromagnetic clutch-brake system with a mechanically-oriented guide rod and cam assembly. This substitution eliminates the need for complex electromagnetic engagement mechanisms while achieving the same functional outcome through mechanical means.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If a clutch is used in the linear actuator, then the valve can be controlled, but power consumption and temperatures are high affecting reliability

Engineering Contradiction:
Improveclutch reliabilityVSAvoidpower consumption
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The patent removes the clutch and brake components from the actuator assembly, extracting the problematic mechanical elements that consumed excessive power and occupied space. The holding load function is transferred to the guide rod assembly, eliminating the need for a clutch in the traditional sense.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The guide rod assembly provides self-holding capability through its mechanical design, eliminating the need for continuous power consumption to maintain position. The system uses its own structural features (guide rod, cam, track) to maintain the valve position without requiring active clutch engagement.

Inventive Principle:
Principle #25Self-service

3Strength

If a clutch is used in the linear actuator, then the valve can be controlled, but the holding load stresses the actuator components

Engineering Contradiction:
Improveactuator component strengthVSAvoidholding load
Core Design Contradiction:
StrengthVSForce

Solution Approach 1:

The patent removes the clutch and brake components from the actuator assembly, extracting the problematic mechanical elements that consumed excessive power and occupied space. The holding load function is transferred to the guide rod assembly, eliminating the need for a clutch in the traditional sense.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The guide rod assembly acts as an intermediary element that bears the holding load, transferring the force from the valve mechanism to the track structure. This intermediary structure protects the main actuator components from excessive stress while maintaining control capability.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 reliability and efficiency of subsurface safety valves by reducing power requirements and stress on components, enabling effective opening and closing of the valves with a minimum number of electrical components.

Implementation Method 1

a ball screw; a ball nut disposed around the ball screw

Methodology Applied
Scientific EffectScrew mechanism: Screw

Implementation Method 2

a cam disposed around the ball nut; stopping rotation of the cam to extend the cam axially

Methodology Applied
Scientific EffectCam mechanism: Cam

Implementation Method 3

a spring-loaded rail that is disposed in a track and that stops rotation of the cam to extend the cam axially

Methodology Applied
Scientific EffectSpring mechanism: Spring

Data Source

PatentUS12123282B2Electro-mechanical clutch for downhole tools
Publication Date: 2024.10.22 HALLIBURTON ENERGY SERVICES INC
  • US12123282B2 patent drawing
  • US12123282B2 patent drawing
  • US12123282B2 patent drawing

AI summary

Systems and methods of the present disclosure relate to actuator assemblies for downhole tools. An actuator assembly comprises a ball screw; a ball nut disposed around the ball screw; a cam disposed around the ball nut; a rail disposed adjacent to the cam, the rail operable to stop rotation of the cam to extend the cam axially as the ball nut traverses the ball screw.