Downhole Actuator Shock Absorption and Segmented Housing

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing electromechanical actuator systems for downhole tools are cumbersome, difficult to maintain, and lack shock absorption and self-alignment, with elastomeric membrane compensation that reduces survivability, and inadequate motor control reliability.

Innovation Solution

The design incorporates a piston-based fluid slurry exclusion and pressure compensating system, shock-absorbing and self-aligning members, a compact configuration with reduced components, and advanced electronic control components, including a state machine and sensorless circuitry for improved reliability and maintenance access.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If existing electromechanical actuator systems are used, then the basic actuation function is achieved, but the device has a large number of components resulting in larger size, longer length, heavier weight, and difficult maintenance

Engineering Contradiction:
Improvenumber of componentsVSAvoidweight of actuator
Core Design Contradiction:
Device complexityVSWeight of moving object

Solution Approach 1:

The patent combines multiple functions into integrated components. The motor assembly integrates the motor, drive shaft, and control electronics into a single unit. The housing combines structural support, sealing, and mounting functions. This merging reduces the total number of separate components while maintaining all necessary actuation functions, directly addressing the contradiction between component count and weight.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The actuator design employs universal components that perform multiple functions. The housing serves as both structural support and sealed containment. The motor assembly provides both rotational motion and linear actuation through integrated mechanisms. This multi-functionality reduces the number of dedicated components needed, thereby reducing overall weight and complexity.

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

2Ease of repair

If existing electromechanical actuator systems are used, then the basic actuation function is achieved, but the components cannot be easily accessed, thereby complicating maintenance

Engineering Contradiction:
Improveaccessibility of componentsVSAvoidmaintenance complexity
Core Design Contradiction:
Ease of repairVSDevice complexity

Solution Approach 1:

The actuator is divided into modular segments that can be independently accessed and serviced. The motor assembly, housing, and actuation mechanisms are configured as separate but interconnected modules. This segmentation allows maintenance personnel to access specific components without disassembling the entire device, simplifying maintenance while maintaining functional integration.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The housing design incorporates intermediary access points and removable panels that facilitate component access. These intermediary structures allow maintenance personnel to reach internal components through designated access points without complete disassembly, bridging the gap between sealed protection and maintenance accessibility.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If elastomeric membrane compensation is used, then pressure compensation is achieved, but survivability is reduced, especially in environments that deteriorate the elastomeric membrane

Engineering Contradiction:
Improvesurvivability of actuatorVSAvoidenvironmental deterioration of elastomeric membrane
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent replaces elastomeric membrane-based pressure compensation with a rigid mechanical compensation system. This substitution eliminates the elastomeric membrane and its vulnerability to environmental deterioration such as chemical degradation, temperature extremes, and physical damage. The mechanical system provides equivalent pressure compensation functionality with enhanced reliability in harsh environments.

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

4Strength

If existing electromechanical actuator systems are used, then the basic actuation function is achieved, but shock absorption and self-alignment are lacking

Engineering Contradiction:
Improveshock resistance and self-alignmentVSAvoidstructural complexity
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

The actuator incorporates shock-absorbing elements positioned to cushion against anticipated impact loads before they reach critical components. These cushioning elements are pre-positioned in the structural design to absorb and dissipate shock energy, protecting the actuator from damage without requiring complex active control systems.

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

Solution Approach 2:

The housing and mounting structures incorporate asymmetric features that provide self-alignment capabilities. Non-uniform geometry and strategically placed mounting points guide the actuator into proper alignment during installation and operation, eliminating the need for complex alignment procedures or additional alignment components.

Inventive Principle:
Principle #4Asymmetry

5Ease of operation

If existing electromechanical actuator systems are used, then the basic actuation function is achieved, but the shaft attachment is not secure and installation/removal is complicated

Engineering Contradiction:
Improveinstallation and removal of shaftVSAvoidsecure attachment of shaft
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The shaft attachment mechanism incorporates preliminary alignment features and pre-positioned mounting points that guide proper installation before final securing. These preliminary features ensure correct positioning and orientation before the shaft is fully attached, preventing misalignment and ensuring secure connection while simplifying the installation process.

Inventive Principle:
Principle #10Preliminary action

6Object-affected harmful factors

If existing electromechanical actuator systems are used, then the basic actuation function is achieved, but the screen housing is not separated from the oil compensated sealed section, increasing risk of clogging

Engineering Contradiction:
Improveclogging risk from debrisVSAvoidhousing configuration
Core Design Contradiction:
Object-affected harmful factorsVSDevice complexity

Solution Approach 1:

The housing is segmented into distinct functional sections: a screen housing section for debris filtration and an oil-compensated sealed section for pressure control. This segmentation allows the screen housing to be separately accessed, cleaned, or replaced without compromising the sealed section, reducing clogging risk while maintaining a compact overall structure.

Inventive Principle:
Principle #1Segmentation

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 configuration reduces the size, weight, and power requirements of the actuator, enhances survivability, and simplifies maintenance while improving reliability and reducing the risk of clogging and debris accumulation.

Implementation Method 1

piston-based fluid slurry exclusion and pressure compensating system

Methodology Applied
Scientific EffectPressure compensation: Pressure Gradient

Implementation Method 2

shock-absorbing and self-aligning members

Methodology Applied
Scientific EffectShock absorption: Damping

Data Source

PatentUS8684093B2Electromechanical actuator apparatus and method for down-hole tools
Publication Date: 2014.04.01 BENCH TREE GROUP LLC
  • US8684093B2 patent drawing
  • US8684093B2 patent drawing
  • US8684093B2 patent drawing

AI summary

An apparatus and method for the actuation of down-hole tools are provided. The down-hole tool that may be actuated and controlled using the apparatus and method may include a reamer, an adjustable gauge stabilizer, vertical steerable tools, rotary steerable tools, by-pass valves, packers, whipstocks, down hole valves, latch or release mechanisms and/or anchor mechanisms.