Shape Memory Connection Members for Brittle Downhole Components

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

The challenge lies in connecting brittle materials, such as ceramics or hard metals, to other structures in downhole tools without relying on press-fit or gluing procedures, due to their difficulty in machining and lack of elastic material properties.

Innovation Solution

The use of connection members made from shape memory materials that can transition between different states in response to stimuli like temperature or stress, allowing for secure connections to brittle structures without the need for precise machining or interference fits.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If press-fit or gluing procedures are used to connect brittle materials, then connection strength may be achieved, but machining precision and elastic material properties are required which brittle materials lack

Engineering Contradiction:
Improveconnection strengthVSAvoidmachining precision
Core Design Contradiction:
StrengthVSManufacturing precision

Solution Approach 1:

The connection member changes its physical state between austenite (high temperature) and martensite (low temperature) phases, utilizing parameter changes in material properties to enable easy assembly at low temperature and secure connection at high temperature without requiring precise machining of brittle materials

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The connection member utilizes phase transition of shape memory alloy between austenite and martensite phases. In martensite phase (low temperature), the material is soft and easily deformable for assembly. In austenite phase (high temperature), the material becomes hard and maintains secure connection, eliminating the need for press-fit or gluing procedures

Inventive Principle:
Principle #36Phase transitions

2Object-affected harmful factors

If brittle materials are used for downhole tool components, then resistance to abrasion and corrosion is improved, but the ability to machine and form elastic connections deteriorates

Engineering Contradiction:
Improveresistance to abrasion and corrosionVSAvoidease of machining
Core Design Contradiction:
Object-affected harmful factorsVSEase of manufacture

Solution Approach 1:

The downhole tool is divided into two parts: brittle material components (valve body, valve seat) that provide abrasion and corrosion resistance, and a shape memory alloy connection member that provides ease of manufacture and assembly. This segmentation allows each component to fulfill its optimal function

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The shape memory alloy connection member acts as an intermediary between brittle material components. It facilitates easy assembly and disassembly of brittle components that would otherwise be difficult to machine and connect, while the brittle materials maintain their superior resistance to abrasion and corrosion

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If shape memory materials are used for connection members, then ease of assembly and secure connection are achieved, but the complexity of temperature-controlled transition processes increases

Engineering Contradiction:
Improveease of assemblyVSAvoidcomplexity of transition process
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The shape memory alloy connection member performs the transition and securing function automatically through temperature change. The material self-adjusts its properties between soft (martensite) and hard (austenite) states based on temperature, eliminating the need for complex external control mechanisms

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The connection member utilizes thermal effects of phase transition in shape memory alloy. Heating to austenite phase causes the material to become hard and secure the connection, while cooling to martensite phase makes it soft and removable. This thermal response simplifies the assembly process without adding mechanical complexity

Inventive Principle:
Principle #37Thermal expansion

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

This approach enables reliable and secure connections between brittle and other materials in downhole tools, facilitating the assembly of downhole tools while overcoming the limitations of brittle materials in machining and elastic properties.

Implementation Method 1

a body including a shape memory material configured to transition from a first state having a first configuration to a second state having a second configuration in response to application of a stimulus

Methodology Applied
Scientific EffectShape memory effect: Shape Memory Alloy

Implementation Method 2

The connection member secured to the first downhole component at a corresponding surface of the one of the inner diameter and the outer diameter and to the second downhole component via the first connection feature and the second connection feature

Methodology Applied
Scientific EffectInterference fit:

Data Source

PatentUS12345125B2Connection members including shape memory materials, downhole tools including the connection members, and methods of forming the downhole tools
Publication Date: 2025.07.01 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US12345125B2 patent drawing
  • US12345125B2 patent drawing
  • US12345125B2 patent drawing

AI summary

A downhole valve system for use in a borehole is disclosed. The downhole valve system includes a first downhole component formed of a brittle material, a second downhole component, and a connection member. The connection member formed from a shape memory material and includes: an outer surface including an outer diameter; an inner surface including an inner diameter, one of the outer and inner diameter modifiable by applying a stimulus to the shape memory material; and a connection feature, complimentary of a connection feature of the second downhole component, formed on one of the outer surface and the inner surface. The connection member secured to the first downhole component at a corresponding surface of the one of the inner and outer diameter and to the second downhole component via the first connection feature and the second connection feature to connect the second downhole component to the first downhole component.