Planetary Gear Train for High-Speed Drilling Motor Torque

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Solution Overview

Problem

Conventional drilling motors, either positive displacement motors (PDMs) or turbine-based motors, fail to provide high-speed, high-torque output functionality required for complex borehole drilling operations, leading to limitations in drilling efficiency and increased risk of drill bit sticking and BHA damage.

Innovation Solution

A high-speed, high-torque downhole drilling motor configuration utilizing a planetary gear train between a PDM and the drill bit to amplify rotational speed and transmit more torque, along with a differential gear set to further increase the drill bit's rotational speed and torque output, is introduced. This configuration includes a drive shaft from the mud motor driving a planetary-gear carrier, with a sun gear attached to the drill bit sub and a ring gear integrated with the motor housing, and is lubricated via a bypass system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If a conventional positive displacement motor (PDM) is used to provide high torque output, then the drill bit can operate at slow speeds to reduce sticking risk, but the rotational velocity remains too low for efficient drilling operations

Engineering Contradiction:
Improvetorque outputVSAvoidrotational velocity
Core Design Contradiction:
ForceVSSpeed

Solution Approach 1:

A planetary gear system is introduced as an intermediary mechanism between the PDM and the drill bit. The PDM drives the planet carrier, which transmits power through planetary gears to the sun gear connected to the drill bit. This gear train acts as a mediator that transforms the slow high-torque rotation from the PDM into fast high-speed rotation at the drill bit, resolving the contradiction between torque and speed requirements

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The planetary gear system changes the rotational speed parameter while maintaining torque transmission. By using a speed-reduction gear train with appropriate gear ratios, the system transforms the input parameters (slow speed, high torque from PDM) into output parameters (high speed, sufficient torque at drill bit), allowing operation in the optimal high-speed, high-torque regime

Inventive Principle:
Principle #35Parameter changes

2Speed

If a turbine-based motor is used to achieve high rotational velocity, then drilling speed increases, but the output torque becomes too low and requires additional speed-reduction mechanisms

Engineering Contradiction:
Improverotational velocityVSAvoidoutput torque
Core Design Contradiction:
SpeedVSForce

Solution Approach 1:

The planetary gear system serves as an intermediary that receives high-speed low-torque input from the turbine motor and transforms it into high-speed high-torque output at the drill bit. The gear train multiplies the torque while maintaining the high rotational velocity characteristic of turbine motors, eliminating the need for additional speed-reduction mechanisms

Inventive Principle:
Principle #24Intermediary (Mediator)

3Power

If conventional PDM components are used to provide high torque, then drilling power is sufficient, but the components can be damaged under high pressures and temperatures leading to failure

Engineering Contradiction:
Improvedrilling powerVSAvoidcomponent durability
Core Design Contradiction:
PowerVSReliability

Solution Approach 1:

The planetary gear system acts as a protective intermediary between the PDM and the drill bit. By positioning the gear train between these components, it allows the PDM to operate in a more favorable mechanical environment with reduced direct exposure to extreme downhole conditions, potentially improving component durability while maintaining drilling power through the gear train's torque transmission capability

Inventive Principle:
Principle #24Intermediary (Mediator)

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 enables drilling at 1,000-1,250 RPM with 9,000-12,000 ft-lb torque, enhancing drilling efficiency and reducing the likelihood of drill bit sticking, while being modular for integration with existing mud motors, thus reducing downtime and repair costs.

Implementation Method 1

a planetary gear train between a PDM and the drill bit to amplify rotational speed and transmit more torque

Methodology Applied
Scientific EffectPlanetary gear mechanism: Gear

Implementation Method 2

differential gear set to further increase the drill bit's rotational speed and torque output

Methodology Applied
Scientific EffectMechanical advantage: Mechanical Advantage

Implementation Method 3

a fluidly driven motor assembly and a differential gear set. The fluidly driven motor assembly has a drive shaft configured to output rotational drive forces generated by the motor assembly

Methodology Applied
Scientific EffectPositive displacement motor principle: Pump

Data Source

PatentUS9631430B2Drilling assembly with high-speed motor gear system
Publication Date: 2017.04.25 HALLIBURTON ENERGY SERVICES INC
  • US9631430B2 patent drawing
  • US9631430B2 patent drawing
  • US9631430B2 patent drawing

AI summary

Drill string assemblies, bottom hole assemblies (BHAs), and powertrains for a BHA in a drill string are presented herein. A BHA for use in a drill string to drill boreholes in an earth formation is disclosed. The BHA includes a housing, a drill bit rotatably coupled to the housing, and a fluidly driven motor assembly, such as a positive displacement motor (PDM). The PDM assembly includes a drive shaft to output rotational drive forces generated by the PDM. Also included is a differential gear set with a first gear member coupled to the drive shaft, a second gear member intermeshing the first gear member with the housing, and a third gear member couple to the drill bit. The differential gear set transmits the rotational drive forces from the drive shaft to the drill bit and rotates the drill bit at a speed greater than the speed of the PDM assembly.