Universal Joint Anti-Backlash Key for Downhole Motor Shock Loading

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Solution Overview

Problem

Universal joints in downhole motors experience sudden rotational loading due to changes in drill bit speed, leading to backlash and potential damage from shock loading, as they are typically designed for one-directional rotation and lack effective mechanisms to manage reverse loading.

Innovation Solution

Incorporating an anti-backlash key system between the lobe back face and recess back face of the universal joint, which reduces backlash by maintaining alignment and distributing torque across a larger surface area, even during reverse loading, thereby reducing wear and shock loading.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If the universal joint is designed for one-directional rotation, then the structure is simple and easy to manufacture, but it cannot handle sudden reverse rotational loading without causing backlash and shock loading

Engineering Contradiction:
Improveease of manufactureVSAvoidreliability
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The universal joint is segmented into two independent key systems: a drive key for forward rotation and an anti-backlash key for reverse rotation. This segmentation allows each key to be optimized for its specific directional function, with the anti-backlash key specifically designed to prevent backlash during reverse loading while the drive key handles normal forward operation

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The anti-backlash key acts as an intermediary element between the lobe and recess that specifically addresses reverse rotational loading. It mediates the interaction between the lobe back face and recess back face, preventing direct impact and shock loading by maintaining continuous contact during reverse rotation transitions

Inventive Principle:
Principle #24Intermediary (Mediator)

2Manufacturing precision

If the universal joint allows backlash between components, then the manufacturing precision requirements are reduced, but it causes shock loading and damage during reverse direction changes

Engineering Contradiction:
Improvemanufacturing precisionVSAvoidshock loading
Core Design Contradiction:
Manufacturing precisionVSObject-affected harmful factors

Solution Approach 1:

The anti-backlash key implements preliminary anti-action by pre-loading the lobe-back face interface in the reverse rotation direction. This pre-loading eliminates clearance and backlash before reverse rotational forces are applied, preventing the sudden impact and shock loading that would otherwise occur during direction changes

Inventive Principle:
Principle #9Preliminary anti-action

Solution Approach 2:

The anti-backlash key performs preliminary action by maintaining continuous contact between the lobe back face and recess back face during normal operation. This continuous contact prepares the interface for reverse loading by eliminating gaps and ensuring smooth transition when reverse forces are applied, preventing shock loading

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If the universal joint components are loaded in the opposite direction, then the joint can adapt to varying operating conditions, but the backlash causes increased wear and potential component damage

Engineering Contradiction:
ImproveadaptabilityVSAvoidservice life
Core Design Contradiction:
Adaptability or versatilityVSDuration of action of stationary object

Solution Approach 1:

Different regions of the universal joint are given different functional qualities: the drive key region (lobe drive face to recess drive face) is optimized for forward rotation power transmission, while the anti-backlash key region (lobe back face to recess back face) is specifically designed to eliminate backlash during reverse rotation. This local differentiation allows the joint to handle bidirectional loading without compromise

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS10612316B2Articulated universal joint with backlash reduction
Publication Date: 2020.04.07 TURBO DRILL IND INC
  • US10612316B2 patent drawing
  • US10612316B2 patent drawing
  • US10612316B2 patent drawing

AI summary

A universal joint includes a joint housing and a joint shaft. The joint housing includes a socket having one or more recesses. The joint shaft includes a head positioned in the socket of the joint housing. The head includes one or more lobes corresponding with the recesses of the socket. The universal joint includes a drive key positioned between each lobe drive face and each recess drive face and an anti-backlash key positioned between each lobe back face and each recess back face.