Harmonic Gear Drive With Flex Spline Speed Reduction

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Solution Overview

Problem

Existing power transmission mechanisms in downhole tools often require additional transmission devices to achieve the desired slow rotation rate, as electric and mud motors typically provide rotation rates that are too rapid.

Innovation Solution

A harmonic gear drive system comprising an input shaft, a wave generator with varying diameter, a flex spline, a fixed spline, and an output spline, which allows for gear reduction through elastic deformation and tooth engagement, enabling slower rotation rates by mechanically coupling between the input and output shafts.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Speed

If electric motors or mud motors are used to generate rotation downhole, then power transmission is achieved, but the rotation rate is too rapid for the desired application

Engineering Contradiction:
Improverotation rateVSAvoidtransmission device complexity
Core Design Contradiction:
SpeedVSDevice complexity

Solution Approach 1:

The harmonic gear drive employs a nested structure where the flex spline is positioned about the wave generator, which is mechanically coupled to the input shaft. The fixed spline and output spline are integrated within the same assembly, creating a compact nested arrangement that achieves gear reduction without requiring multiple separate transmission devices.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The wave generator has a varying diameter that creates dynamic elastic deformation of the flex spline during rotation. This dynamic mechanism allows the flex spline to be elastically flexed as the wave generator rotates, enabling the gear reduction function through controlled deformation rather than rigid mechanical linkages.

Inventive Principle:
Principle #15Dynamics

2Speed

If additional transmission devices are used to achieve slow rotation, then the desired rotation rate is obtained, but the device complexity and friction increase

Engineering Contradiction:
Improverotation rateVSAvoidfriction
Core Design Contradiction:
SpeedVSLoss of energy

Solution Approach 1:

The harmonic gear drive combines multiple gear reduction functions into a single integrated mechanism. The flex spline engages with both the fixed spline and output spline simultaneously, merging what would traditionally require separate transmission stages into one cohesive unit, thereby reducing overall friction and energy loss.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The flex spline is designed as a flexible component that can be elastically deformed by the wave generator. This flexible element replaces traditional rigid gear mechanisms, reducing friction through elastic deformation while achieving the same gear reduction effect, thereby minimizing energy loss.

Inventive Principle:
Principle #30Flexible shells and thin films

3Speed

If the wave generator rotates and elastically flexes the flex spline, then gear reduction is achieved, but the structural complexity increases

Engineering Contradiction:
Improverotation rate reductionVSAvoidmechanical coupling complexity
Core Design Contradiction:
SpeedVSDevice complexity

Solution Approach 1:

The wave generator utilizes parameter changes in its varying diameter to control the elastic deformation of the flex spline. By changing the diameter parameter along its circumference, the wave generator creates the necessary flexing action that drives the gear reduction mechanism, achieving complex motion control through a relatively simple geometric variation.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The harmonic gear drive employs composite structural elements where the flex spline combines flexibility with tooth engagement capability. The flex spline integrates elastic deformation properties with rigid tooth structures, creating a composite component that achieves both flexibility for deformation and rigidity for power transmission.

Inventive Principle:
Principle #40Composite materials

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

The harmonic gear drive system effectively reduces rotation speed by up to 160:1, allowing for precise control of rotation rates in downhole tools, reducing the need for additional transmission devices and minimizing friction through needle bearings.

Implementation Method 1

The flex spline may be adapted to be positioned about the wave generator and to be elastically flexed thereby as the wave generator is rotated

Methodology Applied
Scientific EffectElastic deformation: Elasticity

Implementation Method 2

including a first number of internal teeth adapted to engage the external teeth of the flex spline aligned with the major diameter of the wave generator

Methodology Applied
Scientific EffectGear engagement: Gear

Data Source

PatentUS11168521B2Harmonic gear drive
Publication Date: 2021.11.09 NABORS LUX 2 SARL
  • US11168521B2 patent drawing
  • US11168521B2 patent drawing
  • US11168521B2 patent drawing

AI summary

A harmonic gear drive includes an input shaft and an output shaft. The input shaft is mechanically coupled to a wave generator which has a varying diameter. The wave generator is positioned within a flex spline which includes external teeth. The external teeth of the flex spline engage with internal teeth of a fixed spline and an output spline when the major diameter of the wave generator is aligned therewith. The output spline has a different number of teeth from the input spline such that, as the wave generator is rotated and the flex spline rotates, the output spline is rotated relative to the fixed spline.