Downhole Motor Stator Rotor Spacing Control

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Solution Overview

Problem

Downhole drilling motors face issues with thermal degradation and wear due to dynamic loading conditions, leading to inefficient operation and reduced lifespan, as rubber components swell and deteriorate, affecting the spacing between the rotor and stator, which impacts torque production and pressure maintenance.

Innovation Solution

Incorporating shape memory alloys in the stator and rotor that can expand or contract based on heat or electric current, allowing for dynamic adjustment of the spacing between the rotor and stator, monitored by pressure sensors and controlled by a controller to maintain optimal performance and extend the motor's usable life.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If rubber or elastomer materials are used in the stator, then the motor can operate with fluid pressure, but the rubber components swell and deteriorate due to thermal degradation and wear, affecting spacing and performance

Engineering Contradiction:
Improvemotor operation reliabilityVSAvoidstator service life
Core Design Contradiction:
ReliabilityVSDuration of action of stationary object

Solution Approach 1:

The patent applies parameter changes by using shape memory alloys that change their physical state in response to temperature variations. The alloy transitions between martensitic and austenitic phases based on thermal conditions, enabling automatic adjustment of the stator's internal cavity dimensions to compensate for rubber swelling and wear, thereby maintaining optimal spacing and motor performance throughout the service life.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent employs composite materials by combining shape memory alloy with rubber or elastomer in a layered or integrated structure. The shape memory alloy provides dimensional stability and thermal responsiveness, while the rubber maintains flexibility and fluid-tight sealing. This composite approach leverages the complementary properties of both materials to achieve both reliability and extended service life.

Inventive Principle:
Principle #40Composite materials

2Power

If the spacing between rotor and stator is reduced to maintain pressure, then torque production improves, but wear and thermal degradation accelerate

Engineering Contradiction:
Improvetorque productionVSAvoidthermal degradation and wear
Core Design Contradiction:
PowerVSObject-affected harmful factors

Solution Approach 1:

The patent implements dynamics by making the stator's internal cavity dimensions adjustable through the shape memory alloy's phase transitions. The cavity size dynamically responds to temperature changes and wear conditions, allowing the system to optimize the rotor-stator spacing in real-time. This dynamic adjustment maintains sufficient clearance to reduce wear and thermal degradation while preserving the pressure and torque production needed for effective motor operation.

Inventive Principle:
Principle #15Dynamics

3Adaptability or versatility

If localized heating is applied to the memory material, then the spacing between rotor and stator can be adjusted, but energy consumption increases

Engineering Contradiction:
Improvespacing adjustment capabilityVSAvoidheating energy consumption
Core Design Contradiction:
Adaptability or versatilityVSUse of energy by moving object

Solution Approach 1:

The patent applies periodic action by using the shape memory alloy's reversible phase transitions that occur at specific temperature thresholds. The alloy automatically transforms between martensitic and austenitic states in response to periodic temperature variations during motor operation, enabling spacing adjustment without requiring continuous energy input. The localized heating modules can be activated periodically or on-demand rather than continuously, significantly reducing overall energy consumption while maintaining adaptability.

Inventive Principle:
Principle #19Periodic action

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 efficiency and extends the lifespan of downhole drilling motors by dynamically adjusting the spacing between the rotor and stator, optimizing performance by maintaining the desired clearance and reducing wear, thus enabling continued operation even with worn components.

Implementation Method 1

At least a portion of the stator or at least a portion of the rotor comprises a memory material adapted to expand or contract when heat is applied by a localized heating module to the memory material

Methodology Applied
Scientific EffectShape memory alloy: Shape Memory Alloy

Implementation Method 2

a memory material adapted to expand or contract when heat is applied

Methodology Applied
Scientific EffectThermal expansion: Thermal Expansion

Implementation Method 3

localized heating module to the memory material

Methodology Applied
Scientific EffectJoule heating: Joule Heating

Implementation Method 4

The rotor may further include a pressure sensor that is configured to detect the pressure within the cavity and provide the pressure data to the controller

Methodology Applied
Scientific EffectPressure detection:

Data Source

PatentUS8899351B2Apparatus and method for adjusting power units of downhole motors
Publication Date: 2014.12.02 HALLIBURTON ENERGY SERVICES INC
  • US8899351B2 patent drawing
  • US8899351B2 patent drawing
  • US8899351B2 patent drawing

AI summary

A downhole drilling motor for well drilling operations includes a tubular housing and a stator disposed in the tubular housing. The stator defines an internal cavity passing therethrough, wherein the stator includes one or more lobes defining at least a portion of the cavity. A rotor is operatively positioned in the internal cavity to cooperate with the one or more lobes of the stator. At least a portion of the stator or of the rotor comprises a memory material adapted to expand or contract when heat is applied by a localized heating module to the memory material. A fluid escape gap between the rotor and stator is adjusted by applying heat to the rotor and/or stator. At least one controller is adapted to receive input data and provide output signals increasing and/or decreasing electrical current applied to the at least one localized heating module.