Spool Valve Controls Downhole Motor Stalling

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Solution Overview

Problem

Current methods for controlling downhole motors in drilling operations, such as mud motors, suffer from poor fidelity and frequent stalling due to loading and drill string motion, leading to inconsistent speed and torque variations.

Innovation Solution

A valve-controlled downhole motor system incorporating a spool valve with specific port configurations and gland mechanisms to control fluid flow, allowing precise actuation of the rotor's direction and speed, which can be mechanically, electrically, or pneumatically actuated, and is integrated within a drill string collar with sensors for rotational speed measurement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional mud motor control methods are used (adjusting flow rate and pressure from surface), then the motor can operate, but the control fidelity is poor and the motor may stall

Engineering Contradiction:
Improvemotor operation reliabilityVSAvoidcontrol fidelity
Core Design Contradiction:
ReliabilityVSMeasurement precision

Solution Approach 1:

A spool valve is introduced as an intermediary device between the mud source and the motor chamber. The spool valve precisely controls the timing and amount of mud delivered to the motor, enabling accurate control of motor speed and torque while preventing stalling. This intermediary mechanism resolves the contradiction by providing both reliable operation and precise control that cannot be achieved with surface-adjustment methods alone.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent replaces conventional mechanical surface-adjustment control with a hybrid system incorporating a spool valve mechanism. This substitution enables more precise control of mud flow timing and quantity, improving both the reliability of motor operation and the fidelity of speed/torque control without requiring complete replacement of existing mechanical systems.

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

2Measurement precision

If the spool valve is made more complex to achieve precise control, then control fidelity improves, but the device complexity increases

Engineering Contradiction:
Improvecontrol fidelityVSAvoidvalve structure complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The spool valve is segmented into distinct functional components: a barrel with multiple ports (inlet, exhaust, first feed port, second feed port, first return port, second return port) and a spool with first and second glands. This segmentation allows each component to perform a specific function in controlling mud flow, achieving precise control of motor parameters while keeping the overall valve structure modular and manageable in complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The spool valve is designed as a multi-functional device that can: (1) control the timing of mud delivery to the motor chamber, (2) regulate the amount of mud reaching the motor, (3) prevent motor stalling, and (4) enable precise control of motor speed and torque. By consolidating these multiple functions into a single valve mechanism, the patent achieves high control fidelity without proportionally increasing device complexity.

Inventive Principle:
Principle #6Universality (Multi-functionality)

3Speed

If the spool valve acts rapidly to control motor speed, then responsiveness improves, but the force required for actuation increases

Engineering Contradiction:
Improvemotor speed control responsivenessVSAvoidactuation force
Core Design Contradiction:
SpeedVSForce

Solution Approach 1:

The spool valve is actuated by pneumatic or hydraulic pressure applied to a piston within the valve mechanism. This pneumatic/hydraulic actuation system enables rapid response for controlling motor speed while using fluid pressure rather than direct mechanical force, thereby reducing the actuation force required compared to purely mechanical systems. The pneumatic/hydraulic medium transmits force efficiently, allowing fast valve response with lower input force.

Inventive Principle:
Principle #29Pneumatics and hydraulics

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 provides responsive and precise control over the downhole motor's operation, enabling more effective directional drilling and side tracking by maintaining consistent rotational speed and direction, reducing motor stalling and improving drilling efficiency.

Implementation Method 1

The spool valve includes a barrel and a spool received within the barrel. The barrel includes an inlet port, an exhaust port, a first feed port, a second feed port, a first return port, and a second return port.

Methodology Applied
Scientific EffectFluid flow control:

Implementation Method 2

The flow rate and pressure of mud, adjusting the weight on the drill bit (WOB).

Methodology Applied
Scientific EffectPressure control:

Implementation Method 3

Mud motors are powerful generators used in drilling operations to turn a drill bit, generate electricity, and the like.

Methodology Applied
Scientific EffectMud motor operation:

Implementation Method 4

The speed and torque produced by a mud motor is affected by the design of the mud motor and the flow of mud (drilling fluid) into the mud motor.

Methodology Applied
Scientific EffectFluid-rotor interaction:

Data Source

PatentUS8146679B2Valve-controlled downhole motor
Publication Date: 2012.04.03 SCHLUMBERGER TECH CORP
  • US8146679B2 patent drawing
  • US8146679B2 patent drawing
  • US8146679B2 patent drawing

AI summary

The present invention relates to systems and methods for controlling downhole motors. One aspect of the invention provides a valve-controlled downhole motor including: a downhole motor and a spool valve. The downhole motor includes a sealed chamber having a first port and a second port, a stator received within the sealed chamber, and a rotor received within the stator. The spool valve includes a barrel and a spool received within the barrel. The barrel includes an inlet port, an exhaust port, a first feed port, a second feed port, a first return port, and a second return port. The inlet port is located in proximity to the first feed port and second port. The exhaust port is located in proximity to the first return port and the second return port. The spool includes a first gland and a second gland.