Load-Rod Universal Joint for Concentric Downhole Rotation

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Solution Overview

Problem

Existing universal joints in downhole drilling systems suffer from eccentric rotation, leading to severe wear and tear, requiring frequent replacements and resulting in operational downtime due to metal-to-metal or rubber-to-metal contact during high RPMs, which is inefficient and costly.

Innovation Solution

A universal joint design featuring overlapping joint members with arms and a load rod system that restricts axial movement, utilizing contact objects to bear torque loads and a tapered bore for concentric rotation, reducing wear and tear, and can be sealed with a rubber sleeve and lubricated with heavy viscosity grease.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the universal joint is made loosely to allow rotation without interference, then the joint can rotate freely, but the joint members can move axially and pull the drive train apart, causing the rotor to bounce and creating impact on joint members

Engineering Contradiction:
Improverotation freedomVSAvoidaxial position stability
Core Design Contradiction:
Ease of operationVSStability of the object's composition

Solution Approach 1:

The universal joint is divided into separate functional components: a cross member with arms for rotation, a distinct bearing assembly with bushes or ball bearings to support the arms, and a housing to contain the assembly. This segmentation allows each component to perform its specific function - the cross member rotates freely while the bearing assembly maintains axial position stability and prevents the rotor from bouncing.

Inventive Principle:
Principle #1Segmentation

2Ease of operation

If the universal joint is made loosely to allow rotation, then the joint can rotate freely, but severe wear and tear occurs on metal-to-metal or rubber-to-metal surfaces during high RPM operation

Engineering Contradiction:
Improverotation freedomVSAvoidwear resistance
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

A bearing assembly with bushes or ball bearings is introduced as an intermediary element between the rotating cross member arms and the housing. This intermediary component facilitates free rotation while significantly reducing direct metal-to-metal or rubber-to-metal contact, thereby minimizing wear and tear during high RPM operation and improving reliability.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If conventional universal joints are used to reduce eccentricities, then some eccentricity reduction is achieved, but significant wear still occurs and frequent replacement is required

Engineering Contradiction:
Improveeccentricity reductionVSAvoidservice life
Core Design Contradiction:
ReliabilityVSDuration of action of stationary object

Solution Approach 1:

The conventional direct-contact mechanical connection between the cross member and housing is replaced with a bearing-based system. The ball bearings or bushes provide a more efficient mechanical interface that better handles the eccentric loads while reducing friction and wear, thereby extending the service life of the universal joint while maintaining eccentricity reduction capabilities.

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

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 solution significantly reduces wear and tear, minimizing the need for frequent replacements and downtime by converting eccentric to concentric rotation, enhancing the efficiency and sustainability of the drilling operation.

Implementation Method 1

The contact objects can be disposed between corresponding contact surfaces to bear the load of axial rotation and reduced wear on universal joint components

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

lubricated with a heavy viscosity grease

Methodology Applied
Scientific EffectLubrication: Lubrication

Data Source

PatentUS11668350B2Universal joint
Publication Date: 2023.06.06 QUANTUM ENERGY TECHNOLOGIES LLC
  • US11668350B2 patent drawing
  • US11668350B2 patent drawing
  • US11668350B2 patent drawing

AI summary

A universal joint, having a first joint member with longitudinally extending arms, each arm having one or more contact surfaces and a second joint member with longitudinally extending arms, where each arm includes one or more contact surfaces. The universal joint also includes one or more independent contact objects disposed between a contact surface of the first joint member and a contact surface of the second joint member. The universal joint also includes a load rod disposed in an axial channel between the first joint member and the second joint member.