Torque Transmission Joint Shape-Memory Alloy Cladding

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Solution Overview

Problem

Conventional torque transmission joints in downhole drilling operations face challenges with wear and assembly difficulties due to interference fits, leading to torque loss and potential failure.

Innovation Solution

Incorporating shape-memory alloy cladding on the internal surfaces of inserts within the torque transmission joint, which undergoes a phase transformation from twinned-martensite to austenite, establishing a tighter interference fit and improving wear resistance and assembly efficiency.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a press-fit is used in the torque transmission joint, then assembly and disassembly is easy, but the torque transmission joint is subject to significant wear at the interference fit

Engineering Contradiction:
Improveassembly and disassemblyVSAvoidwear resistance
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent applies a chromium-based wear-resistant coating on the interference fit surfaces, changing the material parameters of the contact surfaces. This coating layer reduces the friction coefficient and wear rate, allowing the joint to maintain low wear during assembly/disassembly operations while providing enhanced protection against wear during torque transmission.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent creates a composite structure by applying a chromium-based coating layer over the base metal substrate. This composite material system combines the ease of assembly/disassembly of the base metal with the superior wear resistance of the chromium coating, resolving the contradiction between operational ease and reliability.

Inventive Principle:
Principle #40Composite materials

2Reliability

If a shrink-fit is used in the torque transmission joint, then wear resistance and reliability is increased, but assembly and disassembly becomes more difficult

Engineering Contradiction:
Improvewear resistanceVSAvoidassembly and disassembly
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The chromium-based wear-resistant coating changes the surface properties of the interference fit area, reducing the effective friction and wear. This allows the joint to achieve shrink-fit level wear resistance while maintaining easier assembly and disassembly characteristics, as the coating reduces the binding force between mating surfaces during assembly operations.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The wear-resistant coating acts as a sacrificial layer that protects the underlying metal during assembly and operation. By applying this relatively thin coating layer, the patent provides long-term wear protection without requiring the more complex and difficult-to-assemble shrink-fit design, effectively using a simpler approach to achieve the same reliability.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

3Power

If conventional interference fits are used, then torque transmission is achieved, but significant wear results in loss of torque transfer and damage to communication equipment

Engineering Contradiction:
Improvetorque transmissionVSAvoidwear and damage to communication equipment
Core Design Contradiction:
PowerVSObject-affected harmful factors

Solution Approach 1:

The chromium-based coating changes the tribological parameters of the interference fit surfaces, significantly reducing the wear rate. This allows the joint to maintain effective torque transmission while minimizing wear-generated debris that could damage communication equipment, as the coating prevents metal-to-metal contact and particle generation.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent converts the potentially harmful wear process into a beneficial protective mechanism. The chromium coating is designed to wear in a controlled manner, creating a transfer layer that further protects the mating surfaces and prevents the generation of harmful metal debris that could damage communication equipment, thus turning the harmful wear process into a protective function.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

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 shape-memory alloy cladding enhances the reliability and performance of torque transmission by reducing wear and assembly time, maintaining torque transfer efficiency, and minimizing damage to communication equipment.

Implementation Method 1

the shape-memory alloy cladding on the internal surfaces of inserts within the torque transmission joint, which undergoes a phase transformation from twinned-martensite to austenite

Methodology Applied
Scientific EffectPhase transformation: Phase Change

Implementation Method 2

shape-memory alloy cladding on the internal surfaces of inserts within the torque transmission joint, which undergoes a phase transformation

Methodology Applied
Scientific EffectShape memory alloy effect: Shape Memory Alloy

Implementation Method 3

Torque and/or rotation are transmitted from the driver sub to the driveshaft via frictional forces at the interference fit

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS9976358B2Torque transmission joint with shape-memory alloy cladding for a bottom-hole assembly
Publication Date: 2018.05.22 HALLIBURTON ENERGY SERVICES INC
  • US9976358B2 patent drawing
  • US9976358B2 patent drawing
  • US9976358B2 patent drawing

AI summary

A method and apparatus for transmitting torque in a downhole assembly. The apparatus includes a driver sub, a driveshaft extending within the driver sub, a first insert disposed between the driver sub and the driveshaft, and a first shape-memory alloy cladding bonded to the first insert and configured to transmit torque between the first insert and the driveshaft.