Surface-Contact Constant-Velocity Joint for High-Torque Wellbore Coupling

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Solution Overview

Problem

Existing wellbore operations face limitations in transferring high levels of torque due to inefficient coupling mechanisms, leading to decreased efficiency and increased costs.

Innovation Solution

A constant-velocity joint with surface contact forks that maintains consistent surface engagement throughout movement, allowing for significant torque transfer between coupled components by using a yoke and adaptors with grooves and guide surfaces, enabling conversion of eccentric to concentric rotation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If conventional coupling mechanisms are used to transfer torque between components, then the device structure remains simple, but the torque transfer capability is limited

Engineering Contradiction:
Improvetorque transfer capabilityVSAvoidcoupling mechanism complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The coupling mechanism is divided into multiple segments including a first component, a second component, and a constant velocity joint connecting them. This segmentation allows each component to be optimized for specific functions while collectively achieving high torque transfer capability through distributed load paths

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The constant velocity joint incorporates spherical elements and curved surfaces to enable smooth rotation and torque transfer between misaligned components. The spherical geometry maintains consistent contact surfaces during rotation, allowing high torque transfer while accommodating angular deviations between connected components

Inventive Principle:
Principle #14Spheroidality (Curvature)

2Productivity

If conventional coupling mechanisms are used, then the device structure remains simple, but the efficiency of downhole operations decreases

Engineering Contradiction:
Improveefficiency of downhole operationsVSAvoidcoupling mechanism complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The constant velocity joint is pre-configured with optimized geometry and surface characteristics before deployment. The spherical elements and contact surfaces are precisely formed during manufacturing to ensure optimal torque transfer and minimal friction from the outset, improving operational efficiency without requiring complex adjustment mechanisms

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The spherical geometry of the constant velocity joint enables smooth, continuous rotation with consistent mechanical advantage throughout the rotation cycle. This curved surface design maintains optimal contact conditions during eccentric motion, maximizing torque transfer efficiency and reducing energy losses in downhole operations

Inventive Principle:
Principle #14Spheroidality (Curvature)

3Force

If coupling mechanisms with limited torque capacity are used, then the device structure remains simple, but increased costs result from decreased operational efficiency

Engineering Contradiction:
Improvetorque transfer capabilityVSAvoidmanufacturing complexity
Core Design Contradiction:
ForceVSEase of manufacture

Solution Approach 1:

The coupling mechanism is divided into multiple segments including a first component, a second component, and a constant velocity joint connecting them. This segmentation allows each component to be optimized for specific functions while collectively achieving high torque transfer capability through distributed load paths

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The design utilizes specific geometric parameters of the spherical elements and contact surfaces to optimize torque transfer. By carefully selecting curvature radii, contact surface areas, and material properties, the joint achieves high torque capacity while remaining manufacturable using standard machining processes

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11072980B2Constant-velocity joint with surface contact forks
Publication Date: 2021.07.27 HALLIBURTON ENERGY SERVICES INC
  • US11072980B2 patent drawing
  • US11072980B2 patent drawing
  • US11072980B2 patent drawing

AI summary

A constant-velocity joint can have three pieces: a yoke, a first adaptor, and a second adaptor. Grooves on opposite sides of the yoke can receive forks of the adaptors and be perpendicular to one another. The yoke can have a guide surface within each groove so that a matching following surface on the fork of the adaptor can engage the guide surface to guide the movement of the fork within the groove. The adaptors may pivot within the grooves such that surfaces of flanks of the forks remain engaged or provide a consistent amount of surface contact with flanks of the groove throughout the pivot of the forks. Torque can be transferred through the engaged flanks as the joint is used to convert eccentric rotation to concentric rotation.