Magnetostrictive Torque Measurement in Top Drive Systems

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Solution Overview

Problem

There is a need for an accurate method to measure torque in top drive systems used in drilling operations to ensure proper engagement and prevent overloading of drill strings, drill heads, and drill bits.

Innovation Solution

A top drive system equipped with a torque measurement device (TMD) that includes a sensing member configured to measure the magnetostrictive effect and an evaluation unit to calculate the magnitude of the torque reaction force, allowing for precise torque measurement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If traditional torque measurement methods are used, then the device complexity is reduced, but the measurement precision is insufficient to accurately measure torque for ensuring proper engagement and preventing overloading

Engineering Contradiction:
Improvetorque measurement precisionVSAvoiddevice complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent replaces traditional mechanical torque measurement methods with a magnetostrictive sensing system. The sensing member utilizes magnetostrictive effects to detect torque, converting mechanical stress into magnetic field changes that can be measured electronically. This substitution enables more precise torque measurement while reducing mechanical complexity through non-contact sensing.

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

Solution Approach 2:

The patent changes the measurement parameter from direct mechanical deflection to magnetostrictive effect detection. By measuring changes in magnetic properties of the sensing member under torque load, the system achieves higher measurement precision. The evaluation unit processes these magnetic parameter changes to calculate torque magnitude, enabling accurate measurement without complex mechanical linkages.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If no torque measurement device is installed, then the device complexity is low, but the reliability is compromised due to inability to detect improper engagement or overloading conditions

Engineering Contradiction:
Improveoperational reliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent implements a feedback mechanism where the sensing member continuously monitors torque conditions and the evaluation unit processes this information to detect improper engagement or overloading. The system provides real-time feedback on torque magnitude, enabling immediate detection of abnormal conditions and allowing for corrective action before damage occurs, thereby enhancing operational reliability.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The patent replaces complex mechanical safety devices with an electronic sensing and evaluation system. The magnetostrictive sensing member combined with the evaluation unit provides reliable torque monitoring without the mechanical complexity of traditional safety devices. This electronic approach enhances reliability through precise measurement and programmable detection thresholds.

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 provides accurate and reliable torque measurement, enhancing the safety and efficiency of drilling operations by preventing overloading and ensuring proper engagement between the top drive and drill string.

Implementation Method 1

the sensing member is configured to measure a magnetostrictive effect

Methodology Applied
Scientific EffectMagnetostrictive effect: Magnetostriction

Data Source

PatentEP4187056A1Top drive torque measurement device
Publication Date: 2023.05.31 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • EP4187056A1 patent drawingFigure 1
  • EP4187056A1 patent drawingFigure 2A~2B
  • EP4187056A1 patent drawingFigure 3A

AI summary

A top drive system for use with a tool (102)for handling tubulars on a drilling rig includes a motor unit (100); a coupling unit that transfers torque to the tool; a torque measurement device TMD (200) coupled to at least one of the motor unit, the tool, or the coupling unit, wherein the TMD includes a sensing member coupled to an evaluation unit, wherein the sensing member is configured to measure a change in electrical resistance and the evaluation unit is configured to calculate a magnitude of the torque based on the measured change in electrical resistance.