Torque and Axial Force Connection with Segmented Collars

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Solution Overview

Problem

Existing connections fail to effectively transmit both torque and axial forces between two members, particularly in applications like drilling motors where precise power transmission is crucial.

Innovation Solution

A connection system comprising complementary torque transmitting surfaces and axial force transmitting structures, including collars and shoulders, that allow for independent transmission of torque and axial forces, ensuring secure engagement and alignment of members.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a single connection structure is used to transmit both torque and axial forces, then the connection becomes complex and difficult to design, but using separate structures increases overall complexity

Engineering Contradiction:

Improvetransmission reliabilityVSAvoidconnection structure complexity

Core Design Contradiction:

ReliabilityVSDevice complexity

Solution Approach 1:

The connection structure is segmented into two independent functional components: a torque transmitting connection and an axial force transmitting connection. This segmentation allows each component to be optimized for its specific function, improving reliability while managing complexity through functional separation.

Inventive Principle:

Principle #1Segmentation

Solution Approach 2:

The connection assembly achieves multi-functionality by combining separate torque and axial force transmitting structures into a single integrated assembly that handles both transmission functions simultaneously, reducing the need for multiple separate components.

Inventive Principle:

Principle #6Universality (Multi-functionality)

2Reliability

If complementary torque transmitting surfaces are used, then torque transmission is improved, but manufacturing precision requirements increase

Engineering Contradiction:

Improvetorque transmissionVSAvoidsurface alignment precision

Core Design Contradiction:

ReliabilityVSManufacturing precision

Solution Approach 1:

The complementary torque transmitting surfaces are designed to self-align through their geometric complementarity. The mating surfaces automatically find their correct alignment position when engaged, reducing the need for high manufacturing precision and external alignment procedures.

Inventive Principle:

Principle #25Self-service

3Reliability

If collars and shoulders are used for axial force transmission, then axial force transmission is improved, but the device complexity increases

Engineering Contradiction:

Improveaxial force transmissionVSAvoidconnection component quantity

Core Design Contradiction:

ReliabilityVSDevice complexity

Solution Approach 1:

The collars and shoulders for axial force transmission are merged with the existing torque transmitting connection components rather than being separate additional parts. This integration achieves axial force transmission capability while minimizing the increase in overall device complexity.

Inventive Principle:

Principle #5Merging (Combining)

Data Source

PatentUS10451117B2Connection for transmitting torque and axial forces

Publication Date: 2019.10.22 HALLIBURTON ENERGY SERVICES INC

AI summary

A connection for connecting a first member with a second member. The connection includes a torque transmitting connection between the first member and the second member and an axial force transmitting connection between the first member and the second member. The axial force transmitting connection includes a first exterior shoulder on the first member, a second exterior shoulder on the second member, a first collar having a first interior shoulder for engaging with the first exterior shoulder, a second collar having a second interior shoulder for engaging with the second exterior shoulder, and a collar connection between the first collar and the second collar for transmitting an axial force between the first collar and the second collar.