Downhole Torque Estimation Using Axially Spaced Directional Sensors

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Solution Overview

Problem

Existing downhole torque estimation methods rely on strain gauges or torque sensors, which are not available in all downhole components, limiting their applicability in various drilling systems.

Innovation Solution

Estimate downhole torque using directional sensors, such as magnetometers and accelerometers, at different axial locations along the drill string, calculating the angle of torsion and toolface offset to derive torque without the need for strain gauges or additional sensors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If strain gauges or torque sensors are used to measure downhole torque, then measurement precision is improved, but device complexity and cost increase

Engineering Contradiction:
Improvetorque measurement precisionVSAvoidsensor system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces mechanical torque sensors and strain gauges with a magnetic field-based measurement system. Magnetometers detect changes in magnetic field orientation caused by torsional deformation of the drill string, converting a mechanical measurement problem into a magnetic field detection problem. This substitution eliminates the need for complex mechanical sensor installations while achieving torque measurement capability.

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

Solution Approach 2:

The patent introduces magnetometers as intermediary devices that indirectly measure torque through detecting magnetic field changes rather than directly measuring mechanical stress. The magnetic field acts as an intermediary carrier that translates torsional deformation into detectable signal changes, allowing torque estimation without direct mechanical contact or strain gauge installation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If strain gauges are installed on downhole components, then torque measurement capability is improved, but ease of operation deteriorates due to installation requirements

Engineering Contradiction:
Improvetorque measurement capabilityVSAvoidsensor installation ease
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent replaces mechanical strain gauge installation with magnetic field-based detection using magnetometers. Since magnetometers are standard components in modern MWD systems, no additional installation is required. The system leverages existing directional sensors to estimate torque, dramatically improving ease of operation while maintaining measurement capability.

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

Solution Approach 2:

The patent makes the existing directional sensor system serve dual purposes: its primary function for directional drilling and an additional function for torque estimation. The magnetometers already present in the MWD toolstring automatically provide torque information through their directional measurements, eliminating the need for separate torque measurement systems or additional installation efforts.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If directional sensors are used to estimate torque, then adaptability is improved, but measurement precision may deteriorate compared to dedicated torque sensors

Engineering Contradiction:
Improvesystem adaptabilityVSAvoidtorque estimation precision
Core Design Contradiction:
Adaptability or versatilityVSMeasurement precision

Solution Approach 1:

The patent makes the directional sensor system universal by enabling it to perform both its traditional directional drilling function and a new torque estimation function. The same magnetometers used for orientation and steering calculations now also provide torque information, creating a multi-functional system that increases adaptability across different drilling operations without adding specialized equipment.

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

Solution Approach 2:

The patent changes the interpretation parameters of existing sensor data. Instead of only analyzing magnetic field direction for steering purposes, the system now also analyzes changes in magnetic field orientation over time and position to derive torque information. By changing how the sensor data is processed and interpreted, the system extracts additional useful information without requiring new hardware.

Inventive Principle:
Principle #35Parameter changes

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

Enables torque estimation in a wider range of drilling systems by utilizing existing directional sensors, eliminating the need for strain gauges and allowing for real-time adjustments of operational parameters.

Implementation Method 1

The directional sensors include magnetometers and/or accelerometers

Methodology Applied
Scientific EffectMagnetic field detection: Magnetometer

Implementation Method 2

The directional sensors include magnetometers and/or accelerometers

Methodology Applied
Scientific EffectGravitational field detection: Accelerometer

Implementation Method 3

estimate a downhole torque experienced by a downhole component based on an angle of torsion

Methodology Applied
Scientific EffectTorsion: Torque

Data Source

PatentEP4013947B1Estimation of downhole torque based on directional measurements
Publication Date: 2025.07.09 BAKER HUGHES OILFIELD OPERATIONS LLC
  • EP4013947B1 patent drawingFigure 1
  • EP4013947B1 patent drawingFigure 2~3
  • EP4013947B1 patent drawingFigure 4

AI summary

A method of estimating torque includes disposing at least one measurement assembly at a downhole component, the at least one measurement assembly including a first set of directional sensors disposed at a first axial location along the downhole component, and a second set of directional sensors disposed at a second axial location along the downhole component. The method also includes collecting directional measurement data from the first set of directional sensors and the second set of directional sensors during rotation of the downhole component, and estimating, by a processing device, an amount of torque on the downhole component based on the directional measurement data.