SMA Coil Actuator for Directional Drilling Reliability

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Solution Overview

Problem

Conventional directional drilling systems rely on complex electric motors or hydraulic mechanisms for actuating the driveshaft, which are prone to reliability issues due to their numerous components.

Innovation Solution

A directional drilling system utilizing a shape memory alloy coil that elongates or contracts in response to temperature changes to rotate an eccentric coupler, thereby bending or tilting the driveshaft, reducing component complexity and enhancing reliability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If electric motors or hydraulic mechanisms are used to actuate the driveshaft, then the directional control capability is achieved, but the device complexity and reliability issues increase due to numerous components

Engineering Contradiction:
ImprovereliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent extracts and eliminates the complex electric motor or hydraulic mechanism from the BHA, replacing it with a simplified shape memory alloy (SMA) actuator system. The SMA coil directly actuates the driveshaft orientation without intermediate mechanical components, thereby reducing device complexity and improving reliability while maintaining directional control capability.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the conventional mechanical/electrical actuation system (electric motors or hydraulic mechanisms) with a smart material-based system (shape memory alloy). The SMA coil transforms electrical energy directly into mechanical motion through phase transformation, eliminating the need for complex mechanical transmission components and improving system reliability.

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

2Power

If conventional actuation mechanisms with many components are used, then directional control is achieved, but the work density decreases due to component inefficiencies

Engineering Contradiction:
Improvework densityVSAvoidcomponent count
Core Design Contradiction:
PowerVSDevice complexity

Solution Approach 1:

The patent replaces the multi-component mechanical actuation system with a shape memory alloy coil that converts electrical energy directly into mechanical work through solid-state phase transformation. This eliminates energy losses associated with mechanical friction, gear transmission, and hydraulic fluid dynamics, thereby significantly increasing work density while reducing component count.

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

Solution Approach 2:

The patent utilizes the phase transformation temperature parameter of the shape memory alloy to control actuation. By adjusting the electrical current to achieve specific transition temperatures, the SMA coil can precisely control driveshaft orientation with high energy efficiency, maximizing work density without the losses inherent in conventional mechanical systems.

Inventive Principle:
Principle #35Parameter changes

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 system achieves higher work density and reliability compared to conventional mechanisms, providing better hole quality with fewer components and increased efficiency in directional control.

Implementation Method 1

A directional drilling system utilizing a shape memory alloy coil that elongates or contracts in response to temperature changes to rotate an eccentric coupler

Methodology Applied
Scientific EffectShape memory alloy: Shape Memory Alloy

Implementation Method 2

In response to a first transition temperature, the coil elongates, rotating the eccentric coupler about the driveshaft

Methodology Applied
Scientific EffectThermal expansion: Thermal Expansion

Data Source

PatentUS10407992B2Directional drilling systems, apparatus, and methods
Publication Date: 2019.09.10 HALLIBURTON ENERGY SERVICES INC
  • US10407992B2 patent drawing
  • US10407992B2 patent drawing
  • US10407992B2 patent drawing

AI summary

A directional drilling system comprises a driveshaft to couple to a drill string or a drill bit and an apparatus. The apparatus comprises an eccentric coupler disposed at the driveshaft and a coil coupled at one end to the eccentric coupler. In some embodiments, the coil comprises a fixed end and a rotating end. In response to a first transition temperature, the rotating end of the coil causes the eccentric coupler to rotate about the driveshaft, so as to move the driveshaft from a first orientation to a second orientation. Additional apparatus, methods, and systems are disclosed.