Splined Drive Shaft Connection for Higher Downhole Torque Transfer

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Solution Overview

Problem

Downhole drilling systems face challenges in efficiently transferring torque from downhole motors to drive shafts, leading to reduced drilling efficiency and rate of penetration due to the limitations of traditional threaded connections in handling torque loads.

Innovation Solution

A torque transfer system incorporating a housing, a shaft, and a sleeve with interlocking splines that provide strong resistance to torque, allowing for increased torsional resistance and greater torque application to the drive shaft, which is connected to a drill bit.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If traditional threaded connections are used to transfer torque from downhole motors to drive shafts, then the structure is simple, but the torque transfer capability is insufficient leading to reduced drilling efficiency

Engineering Contradiction:
Improvetorque transfer capabilityVSAvoidconnection structure complexity
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

The patent combines threaded connections with splined connections into a unified torque transfer system. The drive shaft features both threads for axial positioning and splines for torque transfer, merging two connection mechanisms into one integrated component that simultaneously provides both functions with enhanced torque capability

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The connection system is segmented into distinct functional zones: the threaded portion handles axial positioning and compression loads, while the splined portion handles torque transfer and tension loads. This segmentation allows each segment to be optimized for its specific function, resolving the contradiction between simplicity and torque capability

Inventive Principle:
Principle #1Segmentation

2Productivity

If traditional threaded connections are used, then the installation is simple, but the rate of penetration is reduced due to insufficient torque application

Engineering Contradiction:
Improverate of penetrationVSAvoidinstallation complexity
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The patent merges threaded and splined connections into a single integrated drive shaft assembly, maintaining installation simplicity while dramatically improving torque transfer capability and thus rate of penetration. The combined structure is installed as one unit, preserving ease of operation

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The splines are pre-configured on the drive shaft during manufacturing, so that when the drive shaft is threaded into the housing, the splined connection is already prepared to immediately transfer torque without requiring additional assembly steps, maintaining ease of installation while enabling higher productivity

Inventive Principle:
Principle #10Preliminary action

3Strength

If a sleeve with interlocking splines is added to enhance torque resistance, then the torque transfer strength increases, but the device complexity increases

Engineering Contradiction:
Improvetorsional resistanceVSAvoidnumber of components
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

The patent merges the torque transfer function into the drive shaft itself by integrating splines directly onto the shaft, eliminating the need for a separate sleeve component. This integration maintains torsional resistance while reducing the number of parts and overall device complexity

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The patent extracts the torque transfer function from a separate sleeve component and integrates it directly into the drive shaft structure. By taking out the need for a separate torque transfer mechanism, the design simplifies the overall system while maintaining enhanced torsional resistance through the integrated splined connection

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS11542987B2Torque transfer system
Publication Date: 2023.01.03 SCHLUMBERGER TECH CORP
  • US11542987B2 patent drawing
  • US11542987B2 patent drawing
  • US11542987B2 patent drawing

AI summary

A torque transfer system includes a drive shaft threaded into a housing. The drive shaft includes shaft splines. The housing includes housing splines. A sleeve includes inner splines and outer splines. The inner splines are configured to interlock with the shaft splines and the outer splines are configured to interlock with the housing splines.