Positive displacement downhole drilling motors (also referred to as “PDM's” and “mud motors”) used in the oil and gas industry are tubular assemblies consisting generally of a progressing cavity power unit, a transmission unit, and an output driveshaft. Downhole drilling motors are typically connected directly to a drill bit at the output end of the motor driveshaft and operate on the reverse application of the Moineau progressing cavity pump principle. In this type of motor design, a stator and rotor combination of the power unit converts hydraulic energy of a pressurized circulating fluid to mechanical energy of the rotating output driveshaft.
The rotor and stator are typically of lobed design, with the rotor and stator having similarly lobed profiles. In general, the power unit may be categorized based upon the number of lobes and effective stages. The rotor is generally formed from steel or stainless steel and has one less lobe than the stator, which is often lined with an elastomer layer. The rotor and stator lobes exhibit a helical configuration with one stage equating to the linear distance of a full 360° wrap of the stator helix. The complementary lobes of the rotor and the stator and the associated helix angles are designed such that the rotor and the stator seal at discrete intervals, which results in the creation of axial fluid chambers or cavities that are filled by the pressurized circulating fluid. The action of the pressurized circulating fluid causes the rotor to rotate and precess within the stator. Motor output torque is directly proportional to the differential pressure developed across the rotor and the stator during operation. In drilling operations, the rotation speed of an associated drill bit is directly proportional to the circulating fluid flow rate between the rotor and the stator.
Downhole drilling motors typically form part of a bottom hole assembly (BHA) included in a string of drill pipe (i.e., a drill string) extended downhole from a surface location, such as a drilling rig or platform. The external physical loading of the downhole drilling motor is directly influenced by the torsional and compressive or tensile loads applied from the surface via the drill string, upon the relative geometries of the wellbore and the drilling assembly components, and upon the physical characteristics of the motor itself, including the use of stabilizers (if any) and associated drilling equipment included in the BHA. Additionally, the downhole environment (e.g. geothermal temperature), drilling fluid characteristics and interaction between the drill bit and the underlying formation can influence the downhole drilling motor.
External motor loading can result in bending of the rotor and the stator and, since the stator typically exhibits a lower stiffness than the rotor, the stator will tend to bend first and the stiffer rotor will impart irregular mechanical loading into the elastomer lining of the stator. More particularly, as the rotor rotates within the stator during use, centrifugal loading is created due to the mass of the rotor, and such centrifugal loading is resisted by the elastomer lining along all or a portion of the length of the rotor. Rotation of a transmission unit coupled to the rotor also generates centrifugal loading that is transferred to the rotor and is also resisted by the elastomer lining. Consequently, the elastomer lining performs a radial bearing function for the rotating mass of the rotor and a portion of the mass of the transmission unit.
Such bending and centrifugally induced loading can reduce fluid sealing efficiency and power production, accelerate stator elastomer degradation, increase rotor and stator lobe profile wear, can potentially cause significant damage to associated components within the downhole drilling motor, and can negatively affect directional drilling control. Directional drilling trajectory objectives are planned for by accurately mechanically modelling the BHA, to an individual drilling tool sub-component level, and as an overall system, relative to the downhole conditions and surface applied operating parameters.
The following figures are included to illustrate certain aspects of the present disclosure, and should not be viewed as exclusive embodiments. The subject matter disclosed is capable of considerable modifications, alterations, combinations, and equivalents in form and function, without departing from the scope of this disclosure.
The present disclosure is related to downhole drilling motors and, more particularly, to tuning and balancing the stiffness and dynamic forces of the rotor included in a downhole drilling motor.
Embodiments described herein provides methods to optimize and otherwise mitigate the effects of dynamic internal and external mechanical loading of a rotor-stator combination of a downhole drilling motor. This may be accomplished by optimizing the stiffness of the rotor to thereby compliment the stiffness exhibited by the stator, which may benefit performance and component reliability of the downhole drilling motor and enhance directional drilling control. This may also be accomplished by optimizing and balancing the centrifugal loading caused by the rotating mass of the rotor, which may also benefit performance and component reliability of the downhole drilling motor, but also benefit the performance and reliability of associated downhole drilling equipment positioned above or below the motor. Such associated downhole drilling equipment can include, but is not limited to, a Measurement While Drilling “MWD” tool, a Rotary Steerable System “RSS,” and Weight On Bit “WOB,” Torque On Bit “TOB,” and Bending On Bit “BOB” measurement tools.
A wellbore 122 extends through the various earth strata toward the subterranean hydrocarbon bearing formation 104 and the drill string 120 is extended within the wellbore 122. At its distal end, the drill string 120 includes a bottom hole assembly (BHA) 123 that includes a drill bit 124 and a downhole drilling motor 126, also referred to as a positive displacement motor (“PDM”) or “mud motor”.
As explained in more detail below, circulating fluid is pumped through an interior fluid passageway of the drill string 120 to the downhole drilling motor 126, which converts the hydraulic energy of the circulating fluid to mechanical energy in the form of a rotating rotor. The rotor is coupled to the drill bit 124 via a transmission unit and output driveshaft to cause rotation of the drill bit 124, and thereby allows the wellbore 122 to be extended.
Even though
The power unit 202 includes an internally profiled stator 214 and an externally profiled rotor 216, various configurations of which will be discussed in detail below. The transmission section 204 may include one or a pair of articulated connections 218, 220 and a transmission shaft 222, which work together to eliminate the eccentric motion of the rotor 216 while transmitting torque and downthrust. The hydraulic energy of the pressurized circulating fluid flowing through the power unit 202 is converted to mechanical energy via the rotating and precessing rotor 216. The action of the circulating fluid across the cross-section of the rotor 216, which is effectively sealed within the stator 214, also produces a hydraulic downthrust on the rotor 216.
The transmission shaft 222 can be a multi-element assembly or a one-piece flexible shaft (e.g., a torsion rod), and may be connected to the lower end of the rotor 216 at the upper connection 218 and connected to an output driveshaft 226 at the lower connection 220. The upper end of the transmission shaft 222 may be under the influence of the eccentric movement of the rotor 216 within the stator 214, while the lower end of the transmission shaft 222 rotates concentrically with the driveshaft 226 and thereby transmits torque and downthrust to the driveshaft 226. The transmission shaft 222 operates to eliminate the eccentric motion of the rotor 216 and the geometric effects of a fixed or rig-site adjustable angularly offset housing 204a (i.e., a “bent housing”) within the motor 126. Accordingly, the transmission shaft 222 allows for the optimum longitudinal axis relationship of the rotor 216 to the stator 214, and thereby ensuring efficient rotor-to-stator sealing and efficiency while minimizing wear on the rotor 216 and the stator 214.
While a particular transmission section has been illustrated in
The bearing section 206 may include a variety of bearings 224, such as thrust bearings and radial bearings. The thrust bearings may operate to support the downthrust from the transmission section 204 and the reactive upward loading from the applied weight on the drill bit 124, and the radial bearings may operate to absorb lateral side loading of the driveshaft 226 that extends from the transmission section 204. The driveshaft 226 is operatively coupled to and otherwise transmits both axial and torsional loading to the drill bit 124.
The external stabilizer section 208 includes a plurality of blades or pads that provide both stabilization and protection to the motor 126. The driveshaft 226 includes a drill bit connector 228 that threadably receives the drill bit 124 to couple the driveshaft 226 with the drill bit 124.
Downhole motor drilling is undertaken with the drill string 120 stationary and while rotating. When there is no rotation of the drill string 120 this is referred to as “slide mode” drilling. While drilling in slide mode, the motor 126 is always pumped through or operational before the drill bit 124 engages the bottom of the borehole. When weight-on-bit (WOB) is applied by the drill string 120 during on-bottom drilling or forward-reaming, the compressive load from the drill string 120 interacts with the inherent stiffness of the motor 126. The motor housings and driveshaft 226 (
When back-reaming, upwards-pull or tensile load is applied to the drill string 120. The wellbore 230 wall produces a physical restriction and imparts tensile load to the side of the housings about the inside of the bend in the motor 126. Any drill bit 124-formation interactions (at the drill bit 124 periphery) and any BHA-wellbore interactions increase the tensile loads imparted to the motor 126 and the BHA. Tensile loading of the stator housing promotes bending of the stator housing, which produces additional loading between the mated rotor and stator lobe forms and any rotor coating or stator lining. When the motor 126 is pumped-through/operated, during a rotation of the rotor 216 and the interconnected transmission and driveshaft 226, the bending loads in the rotor 216, the transmission section, and the driveshaft 226 fluctuate. The bending load fluctuations produce additional loading between the mated rotor and stator lobe forms and any rotor coating or stator lining. The driveshaft 226 bears the rotor hydraulic downthrust compressive loading and opposing tensile load applied via the drill string 120, plus torque generated by the motor 126 in reaction to drill bit 124-formation interactions. Driveshaft 226 net longitudinal loading can be compressive or tensile. Driveshaft 226 longitudinal and torsional loadings fluctuate during its rotation, depending on motor geometry, wellbore geometry, drill bit-formation interactions and any BHA-wellbore interactions.
When drilling in rotary mode, the motor 126 is always pumped through or operational before the drill string 120 is rotated and before the drill bit 124 engages the bottom of the borehole. When the drill string 120 rotates, drill string 120 torque and WOB are applied to the motor 126 during drilling or forward reaming, WOB compressive load interacts with the inherent stiffness of the motor 126. The motor 126 tends to be compressed by the applied WOB, the compression in the side of the motor housings about the inside of the bend tends to reduce as the hole wall produces a physical restriction. A resulting tensile load is imparted into the housings about the inside of the bend in the motor 126. In some applications, the compressive load can be sufficient to bend the stator housing, which produces additional loading between the mated rotor and stator lobe forms and any rotor coating or stator lining. The hole wall provides a physical restriction to motor 126 movement; tensile load is imparted to the side of the housings about the inside of the motor 126 bend, tending to reduce any compression in the housings about the inside of the bend. Torque delivered from the drill string 126 is borne by the stator 214, the rotor 216 and interconnected transmission and driveshaft 226. Motor 126 housing loading fluctuates during motor 126 rotation, depending on motor 126 geometry, wellbore 230 geometry, drill bit-formation interactions (at bit face and periphery) and any BHA-wellbore interactions. When the motor 126 is also pumped-through/operated, during a rotation of the rotor 216 and interconnected transmission and driveshaft 226, the bending loads in the rotor 216, transmission and driveshaft 226 fluctuate. The bending load fluctuations produce additional loading between the mated rotor and stator lobe forms and any coatings or stator lining. The driveshaft 226 bears both the rotor 216 hydraulic downthrust compressive loading and the reaction to the WOB compressive loading (these act in opposite directions), plus torque delivered from the drill string 120 and torque generated by the motor 126 in reaction to drill bit 124-formation interactions. The driveshaft 226 compressive and torsional loading fluctuates during its rotation, depending on the motor 126 geometry and stiffness, wellbore 230 geometry, drill bit 124-formation interactions (at the drill bit 124 face and periphery) and any BHA-wellbore interactions.
When rotating the drill string 120 and circulating in the same position with the drill bit 124 off-bottom, the inherent stiffness of the motor 126 and the drill string 120 torque interact. The hole wall produces a physical restriction, a resulting tensile load is imparted into the side of the housings about the inside of the bend in the motor 126. The side of the housings on the inside of the bend tend to be in tension. Tensile loading of the stator housing promotes bending of the stator housing, this produces additional loading between the mated rotor and stator lobe forms and any coatings or stator lining. Torque delivered from the drill string 120 is borne by the stator 214, the rotor 216, and interconnected transmission and driveshaft 226. The motor 126 housing loading fluctuates during motor 126 rotation depending on the motor 126 geometry, the wellbore 230 geometry, and any BHA-wellbore interactions. When the motor 126 is also pumped-through/operated, during rotation of the rotor 216 and interconnected transmission and driveshaft 226, the bending loads in the rotor 216, transmission, and driveshaft 226 fluctuate. The bending load fluctuations produce additional loading between the mated rotor and stator lobe forms and any rotor coating or stator lining. There are additional loadings caused by the torque delivered from the drill string 120. The driveshaft 226 bears the rotor 216 hydraulic downthrust compressive loading, plus torque delivered from the drill string 120 and generated by the motor 126 in reaction to the drill bit 124-formation interactions. The driveshaft 226 compressive and torsional loading fluctuates during its rotation, depending on the motor 126 geometry and stiffness, the wellbore 230 geometry, the drill bit 124-formation interactions, and any BHA-wellbore interactions.
When back-reaming with drill string 120 rotation, the drill string 120 torsion and tensile load are applied to the motor 126, and the applied tensile load interacts with the inherent stiffness of the motor 126. The motor 126 housings tend to be loaded in tension by the applied upwards pull, plus the hole wall produces a restriction and resulting tensile load into the side of the housings about the inside of the bend in the motor 126. Tensile loading of the stator housing promotes bending of the stator housing, this produces additional loading between the mated rotor and stator lobe forms and any coatings or stator lining. Torque delivered from the drill string 120 is borne by the stator housing and lobe form, the rotor 216 and its lobe form, the interconnected transmission, and the driveshaft 226. The motor 126 housing loading fluctuates during motor 126 rotation, depending on the motor 126 geometry, the wellbore 230 geometry, the drill bit 124-formation interactions and any BHA-wellbore interactions. When the motor 126 is also pumped-through/operated, during rotation of the rotor 216 and interconnected transmission and driveshaft 226, the bending loads in the rotor 216, transmission and driveshaft 226 fluctuate. The bending load fluctuations produce additional loading between the mated rotor and stator lobe forms and any coatings or stator lining. There are additional loadings caused by the torque delivered from the drill string 120. The driveshaft 226 bears the rotor 216 hydraulic downthrust compressive loading, any tensile loading caused by any wellbore 230 interactions at the periphery of the drill bit 124, plus torque delivered from the drill string 120 and generated by the motor 126, in reaction to drill bit 124-formation interactions. The driveshaft 226 net longitudinal loading can be compressive or tensile. The driveshaft 226 longitudinal and torsional loadings fluctuate during its rotation, depending on the motor 126 geometry, the wellbore 230 geometry, the drill bit 124-formation interactions and any BHA-wellbore interactions.
The number of stator lobes 302 used in the power unit 202 may be determined based upon factors including the desired speed of rotation and the desired torque. Power units of the same diameter but having fewer stator lobes generally operate at higher speeds and deliver lower torque per unit length as compared to power units having a greater number stator lobes that tend to operate at lower speeds but deliver greater torque. In some embodiments, the power unit 202 may include between two and ten stator lobes 302, but the power unit 202 may alternatively include more than ten stator lobes 302, without departing from the scope of the present disclosure.
The rotor 216 in
The profiles of the lobes 302, 304 may be similar, but the effective operating diameter of the lobes 302, 304 is different. As described in more detail below, for instance, the stator lobes 302 are set on a larger operating diameter than that of the rotor lobes 304. Modification of the numbers of lobes 302, 304 provides for variation of the input and output operating characteristics of the power unit 202 to accommodate different drilling operations requirements. The rotor 216 is inserted into the stator 214 during assembly of the drilling motor power unit 202. The effective operating stages of the power unit 202 depend on the longitudinal length along which the rotor and stator lobed profiles directly interact, mate, or mesh.
In
In some embodiments, as illustrated, the rotor 216 may comprise a solid, elongate structure milled and otherwise formed from a metal such as a ferrous metal including steels and stainless steels. In such embodiments, the helical lobes 304 of the rotor 216 may be precision formed using multi-axis milling to tight axial and radial tolerances. Alternatively, the rotor 216 may be manufactured via swaging (cold working) or a pressure forming technique. In some embodiments, the outer surface of the rotor 216 may be treated with a treatment process such as, but not limited to, salt bath nitriding, gas nitriding, plasma nitriding, ion nitriding, ion plating, inductive hardening, anodizing, thermal metallic spraying, or the like. Such treatment processes modify surface properties of the rotor 216, such as maximizing wear and corrosion resistance, but not the surface geometry. In operating the power unit 202, the rotor 216 rotates and precesses within the stator 214 and, in at least one embodiment, there may be metal-to-metal contact between the outer surface of the rotor 216 and the inner surface of the stator 214, which are formed from dissimilar metals.
Alternatively, the stator sleeve 308 may be formed from a polymer. For example, the stator sleeve 308 may be made of polychloroprene rubber (CR), natural rubber (NR), polyether eurethane (EU), styrene butadiene rubber (SBR), ethylene propylene (EPR), ethylene propylene diene (EPDM), a nitrile rubber, a copolymer of acrylonitrile and butadiene (NBR), carboxylated acrylonitrile butadiene (XNBR), hydrogenated acrylonitrile butadiene (HNBR), commonly referred to as highly-saturated nitrile (HSN), carboxylated hydrogenated acrylonitrile butadiene (XHNBR), hydrogenated carboxylated acrylonitrile butadiene (HXNBR) or similar material.
When made of an elastomer or rubber, the stator sleeve 308 may be injection molded with detailed attention being given to elastomer composition, uniformity, bond integrity and lobe 302 profile accuracy. In some embodiments, the stator sleeve 308 may be injection molded into or directly sprayed onto the stator housing 306, and the bore of the stator housing 306 may have a bonding agent applied thereto prior to the injection molding or spraying process. In such embodiments, as the rotor 216 rotates within the stator 214 during use, centrifugal load is created due to the mass of the rotor 216, and this is resisted by the elastomeric stator sleeve 308 along the length of the rotor 216. The stator sleeve 308 thus performs a radial bearing function with respect to the rotating mass of the rotor 216.
In
As illustrated, the stator housing 306 provides a profiled inner surface that defines the stator lobes 302 that receive the stator coating 310 thereon. In some embodiments, the stator coating 310 may comprise a polymer, such as any of the rubbers or elastomers mentioned herein. The internally profiled bore of the stator 214 lined with a uniform thickness elastomer stator coating 310 may reduce elastomer flex and cyclic load levels. The stator coating 310 may also increase operating pressure and output power capacity and reduce heat generation within the stator 214.
In other embodiments, the stator coating 310 may comprise a metal coating, which may be applied using a vapor deposition process, a metallizing process, an arc spraying process, a thermospray process, a flame spray process, a plasma spray process, a high velocity oxy-fuel process, or the like. In such embodiments, the stator coating 310 may be formed from a pure metal, a metal oxide, a metal alloy (e.g., stainless steel, carbon steel, etc.), nickel, a nickel alloy (e.g., nickel-chrome, nickel-chrome-boron, cobalt-nickel-chrome), aluminum, an aluminum alloy or aluminum oxide, bronze, a bronze alloy (e.g., magnesium bronzes and aluminum bronzes), copper, a copper alloy (e.g., beryllium copper alloy), molybdenum, tin, zinc, a zinc alloy, MONEL®, HASTELLOY®, tungsten carbide, tungsten carbide-nickel, tungsten carbide-cobalt, chromium carbide, chromium oxide, titanium or titanium oxide, mirconium oxide, cobalt-molybdenum-chromium, or similar materials. Moreover, the surface of the stator coating 310 may receive a treatment process, such as any of the treatment processes mentioned herein.
In
The rotor mandrel 314 may prove advantageous in allowing an operator to selectively vary or otherwise tune the stiffness of the combined rotor mandrel 214 and rotor sleeve 216a to compliment the stiffness of the stator 214. As will be appreciated, this may prevent accelerated wear and deterioration when the stator 214 flexes due to mechanical loading during operation and differences in relative stiffness between the rotor 216 and the stator 214. Moreover, the rotor mandrel 314 may help facilitate simplified maintenance of the power unit 202 as the rotor sleeve may be removed from the rotor mandrel 314 for replacement, repair, or refurbishment.
In
While the power unit 202 is shown in
Referring again to
The motor 126 can form part of a bottom hole assembly (BHA) used, among other things, for directional drilling. The BHA enables the inclination and direction of the drilled wellbore 122 to be controlled as desired to meet geologic target objectives. Moreover, the offset or bent housing 204a (
Holding the drill string 120 static or rotating, the physical motor 126 configuration directly influences the direction of the drilled wellbore 122. Varying the WOB (compression load) which is applied to the motor 126 from surface influences the tendency that the motor 126 has to either drill straight ahead or “directionally” to the left, to the right, or to increase or decrease the inclination of the wellbore 122. The surface applied weight on bit loads can be significant and can exceed 100,000 lbf in larger diameter wellbores, and the majority of this load is applied to the downhole drilling motor 126. Drilling in a specific direction or a series of directions facilitates the wellbore 122 reaching specific geologic targets, which can be horizontally displaced from the platform 102, while negating the effects of gravity on the drilling assembly and of any deviation tendencies caused by the physical characteristics of the formation being drilled.
The lobes 302, 304 (
The input and output power characteristics of the motor 126 can generally be considered to be a function of the number and geometry of the lobes 302, 304, the helix angle of the lobes 302, 304, and the number of effective stages along the length of the power unit 202. Within the specified motor 126 operating ranges, the rotation speed of the drill bit 124 is directly proportional to the circulating fluid flow rate between the rotor 216 and the stator 214. Above the maximum specified operating differential pressure (pressure per stage) of the power unit 202, fluid leakage occurs between the seals created between the rotor 216 and the stator 214, thereby reducing efficiency, output torque, and output rotation. Excessive fluid leakage results in no rotation of the drill bit 124 due to the rotor 216 becoming stationary, or stalling in the stator 214.
Moreover, within the specified operating ranges of the motor 126, the output torque of the motor 126 is directly proportional to the differential pressure developed across the rotor 216 and the stator 214. If the motor 126 is operated above the maximum specified torque production values, there can be a tendency for accelerated rotor 216 and stator 214 wear, degradation, and stalling. The power developed by the rotor 216 and the stator 214 is directly proportional to both rotational speed and torque.
Designs of the rotor 216 and the stator 214 take account of the various downhole operating parameters that may be present during downhole drilling applications, including the effects of circulating fluid weight/viscosity, temperature, solids content and lost circulation materials content. Chemical constituents of formation fluids and gases are also given detailed consideration with respect to elastomers and other types of coatings applied to either the rotor 216 or the stator 214 (e.g., the stator coating 310 and/or the rotor coating 318 of
The metrology system of the rotor 216 and the stator 214 ensures that the rotor 216 and the stator 214 are carefully measured and accurately matched geometrically within small tolerances to provide the optimum mating fit for planned downhole operating conditions. In some embodiments, the mating fits and geometries between the rotor 216 and the stator 214 are selected to accommodate downhole (geothermal) motor drilling operating temperatures, which can exceed 200° C. (392° F.). In some embodiments, the mating fits and geometries between the rotor 216 and the stator 214 are selected to accommodate internally generated motor heat, caused by the rotor 216 interacting with the stator 214. Accordingly, allowance may be made for the effect of motor component expansion caused by the formation temperature and by internally generated heat. As will be appreciated, this avoids motor 126 start-up problems, ensures acceptable output power characteristics, and maximizes reliability and longevity of the rotor 216 and the stator 214.
Mechanical loading of the motor 126 can negatively affect its internal components through wear and through the application of mechanical stress, which can promote internal heat generation, fatigue cracking, and fracture of the components. Such loading also tends to affect the directional drilling tendency and operational control of the motor 126. Significant loads can be applied to the internal components when they are downhole, the loads resulting from operations such as drilling, reaming (back or forward) or circulating fluid when the drill bit 124 is off-bottom. External loading of the motor 126 is dependent on the torsion and compression or tensile loads applied from surface via the drill string 120, upon the relative geometries of the wellbore 122 and the drilling assembly components, and upon the physical characteristics of the motor 126, including the stabilizers of the stabilizer section 208 (
The maximum outer diameter for the motor 126 is restricted by the need to provide annular clearance in the wellbore 122 to permit movement of the drilling assembly into and out of the well, and to allow for the flow of circulating fluid and the movement of formation cuttings. The inner dimensions of the motor 126 may be configured to provide adequate housing strength in terms of the compression, tension, torsion and bending loads applied during the drilling process, and must physically accommodate the internal functioning components of the motor 126.
The housing for the stator 214 (e.g., the stator housing 306) may be configured to accommodate the helical lobe form (e.g., the stator sleeve 308 and/or the stator coating 310) of the stator 214 and the rotor 216 that mates, rotates, and precesses within it. When employing a relatively thick stator lining, it may be necessary for the wall thickness of the stator housing to be thinner as compared to a scenario where the circulating fluid was passing through a plain housing bore, as is the case with relatively thick walled drill collars. In some embodiments, the outer surface of the stator housing 306 may be profiled (sometimes referred to as “flexed”) to selectively vary the stiffness of the stator housing 306 and the motor 126.
When sufficient load (compression when drilling or forward-reaming and tension when back-reaming, tripping in-hole or pulling out of hole, etc.) is applied to bend the stator 214 relative to the rotor 216, the stiffness of the rotor 216 may adversely load the lobe form of the rotor 216 and the stator 214, any elastomer lining of the stator 214 or any rotor/stator coatings (e.g., the stator coating 310 and/or the rotor coating 318). During drilling operations with no drill string 120 rotation, one side of the stator housing bore (e.g., the stator sleeve 308 and/or the stator coating 310) may be adversely affected, bending of the rotor 216 and the stator housing 306 can be influenced by the BHA 123 and the motor 126 physically interacting with the sides of the wellbore. In drilling operations where the drill string 120 rotates, however, 360° around the stator housing bore can be adversely loaded. Alternating bending of the rotor 216 and the stator housing 306 can occur due to the BHA 123 and the motor 126 being rotated by the drill string 120 and physically interacting with the sides of the wellbore (
Excessive bending loads from the rotor 216 promote fluid leakage between the seal generated between the rotor 216 and the stator 214, thereby reducing output torque and rotation. The loading applied to the stator housing bore, and therefore to the stator lobes 302 (
According to embodiments of the present disclosure, the effects of dynamic internal and external mechanical loading of the rotor-stator combination and of the elastomer lining on the stator 214 (if used) may be optimized and otherwise mitigated for drilling operations. This may be accomplished by optimizing the stiffness of the rotor 216 to thereby compliment the stiffness exhibited by the stator 214, which may benefit performance and component reliability of the motor 126, the reliability of associated drilling equipment within the BHA, and directional drilling control. Similar benefits may also be accomplished by optimizing and balancing the centrifugal loading caused by the rotating mass of the rotor 216 and the coupled transmission assembly comprising the articulated connections 218, 220 and the transmission shaft 222. This may also benefit the performance and reliability of associated drilling equipment within the BHA.
Referring to
As illustrated, the rotor 216 provides and otherwise defines an external profile 406 comprising a plurality of the rotor lobes 304 defined about the circumference of the rotor 216 in a helical pattern. The profile 406 is configured to correspond to an internal helical lobe profile of the stator 214 (
Since the rotor 216 can be manufactured by milling, turning, swaging, cold rolling, pressure forming, or any combination of the foregoing techniques, the rotor 216 may be thin or thick walled and its stiffness can, therefore, vary significantly. This offers an opportunity to selectively vary the stiffness of the rotor 216 relative to the mating stator 214 (
In
In other embodiments, it may be desired to increase the stiffness of the rotor 216. In such embodiments, one or more stiffening elements 412 may be selectively secured to the outer periphery of the body 402, such as is shown at the first and second locations 408a,b. In some cases, the stiffening elements 412 may be secured to the body 402 during manufacture of the rotor 216, and thereby forming an integral part of the rotor 216 and the associated profile 406. In other cases, however, portions of the profile 406 may be removed by milling out or otherwise manufactured to smaller dimensions and the stiffening elements 412 may subsequently be attached to the rotor 216 at the locations where the geometry of the profile 406 was altered.
The stiffening elements 412 may comprise a metallic or non-metallic material or substance, which has specific physical characteristics relative to that of the remaining or surrounding portions of the body 402. Suitable materials that may be used as stiffening elements 412 include, but are not limited to, lead, steel, carbon-fiber, a polymer nano-composite, a liquid sealed in a container, a piezoelectric fluid, a magneto-restrictive fluid, or any combination thereof. In some embodiments, the stiffening elements 412 may comprise weighting elements that may serve to balance the weight of the rotor 216 in rotation and thereby provide dynamic force balancing of the rotor 216.
In
While the internal recess 414 is depicted in
In other embodiments, mass of the rotor 216 may be selectively removed by defining and otherwise providing one or more profiles 416 (one shown) in the rotor bore 312 that may vary axially according to a function across all or a portion of the rotor bore 312. In the illustrated embodiment, the profile 416 tapers radially outward from left to right according to a linear function, and thereby correspondingly increases the diameter of the rotor bore 312 in the same direction. In other embodiments, however, the profiles 416 may vary according to a polynomial function that includes multiple diametrical variations or changes along all or a portion of the axial length of the rotor bore 312. In yet other embodiments, the profiles 416 may vary according to a stepped or square function where the diameter of the rotor bore 302 increases and/or decreases in step-wise fashion along all or a portion of the axial length of the rotor bore 312. In such embodiments, rather than providing 90° corners, one or more of the steps of the stepped function may define rounded or angled (offset from 90°) corners, which, as mentioned above, may enhance fatigue resistance.
As will be appreciated, the profile 416 removes mass from the rotor 216 and thereby varies (decreases) its stiffness. In downhole drilling motors, power units often fail near the bottom of the stator 214 (
In some embodiments, it may be desired to increase the stiffness of the rotor 216 at select locations along its axial length. In such embodiments, the profiles 416 may alternatively be utilized to add mass to the rotor 216 by decreasing the diameter of the rotor bore 312 according to a function (i.e., linear, polynomial, square, etc.), without departing from the scope of the disclosure. The stiffness of the rotor 216 may alternatively (or in addition thereto) be increased by selectively positioning one or more stiffening elements 412 within the rotor bore 312 at discrete (short) or extended (long) internal recesses. In some embodiments, for instance, as shown at location 408e, one or more stiffening insert elements 412 in the form of cylindrical sleeves or strips may be secured to the inner wall of the rotor bore 312, and thereby effectively decrease the diameter of the rotor bore 312. In other embodiments, however, one or more stiffening elements 412 may be positioned within a corresponding internal recess 418 defined in the rotor bore 312 such that the stiffening elements 412 do not obstruct the flow passageway of the rotor bore 312.
In
Similar to the embodiment of
As will be appreciated, any of the features described in the aforementioned embodiments of
In some embodiments, the geometry of the stator 214 and the stator housing 306 (
Referring again to
The mechanical properties of the rotor 126 may also be taken into consideration in relation to the principal stresses that are active upon the power unit 202 and the overall motor 126. Having gained an understanding of the planar loading, the bending stress, torsional stress and axial stress components, the effects of downhole conditions and applied operating parameters may also be considered. Such operating parameters include, but are not limited to bending (e.g., weight on bit, stabilization, hole wash-out or sloughing, hole caving or cuttings build-up etc.), applied string RPM, string torque, and any combination thereof.
By considering the stress in both the rotor 216 and the stator 214, an assessment can be made regarding their relative stiffness in relation to the loading of the elastomer stator sleeve 308 (
The maximum shear stress due to bending stress, torsional shear, and axial stress can generally be determined using standard calculations as follows:
The maximum principal stress due to bending stress, torsional shear, and axial stress may be determined as follows:
Additionally, the Von Mises stress may be considered with respect to component yield stress:
The stresses in the rotor 216 and in the stator 214 are paired with respect to desired relative rotor and stator stiffness ratio criteria at discrete locations along their mated or paired longitudinal length, and along/over their full/entire/overall mated or paired longitudinal length, to achieve optimum mechanical loading of the rotor and stator lobe forms, of any stator lining, of any rotor or stator lobe form coatings, and of associated BHA drilling tools. Accordingly, the rotor 216 and the stator 214 may be physically modified at discrete locations along their mated or paired longitudinal length or otherwise along their full/entire/overall mated or paired longitudinal length to achieve a desired relative stiffness and mass balancing.
As the rotor 216 rotates within the stator 214, centrifugal load is created due to the mass of the rotor 216, which is resisted by the elastomer lining (e.g., the stator sleeve 308 and/or the stator coating 310) of the stator 214 along the length of the rotor 216. As mentioned above, the elastomer lining performs a radial bearing function with respect to the rotating mass of the rotor 216. The transmission shaft 222 (
The movement of the rotor 216 and the transmission shaft 222 (
Vibration loading originating from the drill bit 124 (
Only a portion of the load caused by the rotating mass of the transmission shaft 222 is resisted by the bearings in the bearing section 206 (
In
The centrifugal/inertia force (Fc) of the rotor 216 is equal to the mass (M) of the rotor 216 multiplied by the rotational speed squared (v2), multiplied by the eccentricity (Eccr), as shown as follows:
F
c
=M×v
2
×Eccr Equation (5)
In determining how to optimize the rotor stiffness and dynamic mass balance of the rotor 216, vibration caused by the motor 126 may also be considered. There are various aspects to consider when considering vibration caused by a downhole drilling motor such as, but not limited to, the mass of the rotor 216, eccentric movement of the rotor 216 within the stator 214 (i.e., eccentric rotation produces an imbalance), eccentric rotation speed (i.e., nutation), the fit between the rotor 216 and the stator 214 (i.e., the mating fit clearance or compression fit, rotating/fit and whether there is sliding/rubbing tendency, angular and parallel misalignment, etc.), the effects of the transmission shaft 222 (
When the power unit 202 functions, there are two rotations present: clockwise rotation of the rotor 216 about its central axis 502a (
Motor vibration mainly results from the mass, amount of eccentricity, and eccentric rotation speed of the rotor 216 within the stator 214. As the rotor 216 rotates inside the stator 214, these factors determine the amount of vibration that the power unit 202 may generate. The greater the mass, the larger the eccentricity and the greater the eccentric rotation speed and, consequently, the higher the resulting vibration.
The lobe profiles 302, 304 (
The greatest centrifugal forces are generated at the eccentric rotation speed since the largest percentage of mass in the motor 126 is the rotor 216 and the eccentric rotation of the rotor 216 has the largest radius of gyration with respect to the offset rotating transmission shaft 222 (
As the number of lobes 302, 304 (
Smaller diameter motors of less than 4¾ inch outer diameter with low lobe numbers tend to have relatively high output speeds. The eccentricity and mass of the smaller rotors is less, operating frequencies tend to be relatively high, and amplitudes are relatively low.
Vibration caused by drill bit 124 interactions with the formation generally has different amplitude-frequency signatures to the vibration generated by the motor 126. Torsional, lateral, and longitudinal axis vibration originating at the drill bit 124 can affect the physical interaction between the rotor 216 and the stator 214 (i.e. increased compressive loading and rotor sliding and slippage), promoting fluid leakage at the seal generated between the rotor 216 and the stator 214, thereby reducing output torque and rotation. The vibration loading from the drill bit 124 tends to cause elastomer/coating wear and degradation, which promotes elastomer or coating overheating, hardening and cracking.
The centrifugal loading produced by the rotor 216 is set with respect to desired loading criteria to achieve optimum dynamic loading of the rotor and stator lobe forms, of any stator lining, of any rotor or stator lobe form coatings, and of associated BHA drilling tools.
The speed and torque of the drill string 120 (
Drilling fluid characteristics also affect the vibration signature of the motor 126 and interact with the rotor 216 and the stator 214 during operation. Hydraulic loading of the elastomer lining (e.g., the stator sleeve 308 and/or the stator coating 310) of the stator 214 is inherent to the progressing cavity power unit 202. The rotor 216 is effectively radially sealed and physically supported within the stator 214. Pressurized drilling fluid (or another circulating fluid) impinges on the upper end of the rotor 216/stator 214 combination. This results in hydraulic downthrust of the rotor 216. As the pressurized fluid passes (progresses) between the rotor 216 and the stator 214, the rotor 216 is forced to rotate, and allowable eccentric movement of the rotor 216 results in the rotor 216 precessing within the stator 214. During operation, the pressure inside the stator 214 may not be linear. Under some circumstances, for instance, the internal pressure builds towards the lower or downhole end of the stator 214. This is in addition to the loading effect of the rotating transmission shaft 222 (
As discussed above, the rotor 216 is connected to a transmission shaft 222 (
The relative stiffness of the rotor 216 and the stator 214 and the mass of the rotor 216 are considered in relation to optimizing the functioning and reliability of the motor power unit 202, and the functioning of the full motor assembly, to benefit the functioning of associated BHA equipment, and to enhance directional drilling modelling, planning, and control.
Predictive mechanical analysis software is used to consider the behavior of the drill string 120 (
Many aspects are considered based on BHA component and physical characteristics. These are modelled in terms of various parameters being coincident upon the BHA, including wellbore curvature and inclination, side forces at component or element wellbore contact points, bending, torsional, longitudinal and combined stresses, in relation to directional trajectory tendency (azimuth and inclination), directional targets, critical rotational speeds, critical buckling loads and torque and drag (relative to localized wellbore tortuosity and doglegs). Manipulation or tuning of the stiffness, and mass balance of the power unit 202 of the motor 126 allows for the modelling and accurate physical configuration of the motor assembly in terms of planning for optimum motor performance, enhancing the reliability of associated BHA components and enhancing BHA directional trajectory control.
While the foregoing disclosure and description is related to downhole drilling motors, such as positive displacement motors or “mud motors,” those skilled in the art will readily appreciate that the principles discussed herein are equally applicable to other types of motors and pumps including, but not limited to, progressing cavity pumps used at a surface location or downhole. With surface-mounted or downhole progressing cavity pumps, for instance, the principles of the present disclosure may be applied to mass balance the various associated components of the pump(s), without departing from the scope of the disclosure.
Therefore, the disclosed systems and methods are well adapted to attain the ends and advantages mentioned as well as those that are inherent therein. The particular embodiments disclosed above are illustrative only, as the teachings of the present disclosure may be modified and practiced in different but equivalent manners apparent to those skilled in the art having the benefit of the teachings herein. Furthermore, no limitations are intended to the details of construction or design herein shown, other than as described in the claims below. It is therefore evident that the particular illustrative embodiments disclosed above may be altered, combined, or modified and all such variations are considered within the scope of the present disclosure. For example, a separate mechanism such as a dual mass flywheel or centrifugal pendulum absorber may be employed within a motor to improve rotor mass balance and reduce torsional fluctuations and vibration.
Embodiments disclosed herein include:
A. A method of manufacturing a power unit for a downhole drilling motor that includes fabricating a stator that provides two or more stator lobes that define an internal profile, fabricating a rotor that provides at least one rotor lobe that defines an external profile that precesses within the internal profile during operation, varying at least one of an external geometry and an internal geometry of the rotor along all or a portion of the rotor to alter a stiffness of the rotor and thereby optimize stiffness with respect to the stator, and rotatably positioning the rotor within the stator.
B. A power unit for a downhole drilling motor that includes a stator that provides two or more stator lobes that define an internal profile, and a rotor rotatably positioned within the stator and providing at least one rotor lobe that defines an external profile that precesses within the internal profile during operation, wherein at least one of an external geometry and an internal geometry of the rotor is varied along all or a portion of the rotor to alter a mass of the rotor and thereby optimize force balancing with respect to the stator.
Each of embodiments A and B may have one or more of the following additional elements in any combination: Element 1: wherein varying the external geometry of the rotor comprises altering a dimension of the external profile. Element 2: wherein varying the external geometry of the rotor comprises securing one or more stiffening elements to the external profile. Element 3: wherein the rotor defines a rotor bore and varying the internal geometry of the rotor comprises defining one or more internal recesses in the rotor bore. Element 4: wherein the rotor defines a rotor bore and varying the internal geometry of the rotor bore comprises defining one or more profiles in the rotor bore that extend axially along all or a portion of the rotor bore according to a function. Element 5: wherein the function is selected from the group consisting of a linear function, a polynomial function, a square function, and any combination thereof. Element 6: wherein the rotor defines a rotor bore and varying the internal geometry of the rotor comprises positioning one or more stiffening elements within the rotor bore. Element 7: further comprising selectively positioning the one or more stiffening elements within the rotor bore to optimize the stiffness with respect to the stator. Element 8: further comprising profiling an outer surface of the stator to selectively vary a stiffness of the stator. Element 9: wherein the rotor includes at least one of a rotor mandrel and a rotor sleeve, and wherein varying at least one of the external geometry and the internal geometry of the rotor comprises varying a stiffness of at least one of the rotor, the rotor mandrel, and the rotor sleeve relative to a stiffness of a stator housing and a stator lining. Element 10: wherein the rotor comprises a rotor sleeve that defines the external profile and a rotor mandrel positioned within the rotor sleeve and defining a rotor bore, the method further comprising varying a geometry of an interface between the rotor mandrel and the rotor sleeve to alter the stiffness of the rotor and thereby optimize a force balancing with respect to the stator. Element 11: wherein the rotor comprises a rotor sleeve that defines the external profile and a rotor mandrel positioned within the rotor sleeve and defining a rotor bore, the method further comprising mass balancing at least one of the rotor, the rotor sleeve, and the rotor mandrel.
Element 12: wherein the external geometry of the rotor is varied by altering a dimension of the external profile. Element 13: wherein one or more stiffening elements are secured to the external profile to vary the external geometry of the rotor. Element 14: wherein the rotor defines a rotor bore and one or more internal recesses are defined in the rotor bore to vary the internal geometry of the rotor. Element 15: wherein the rotor defines a rotor bore and one or more profiles are defined in the rotor bore and extend axially along all or a portion of the rotor bore according to a function to vary the internal geometry of the rotor. Element 16: wherein the function is selected from the group consisting of a linear function, a polynomial function, a square function, and any combination thereof. Element 17: wherein the rotor defines a rotor bore and one or more stiffening elements are positioned within the rotor bore to vary the internal geometry of the rotor. Element 18: wherein the one or more stiffening elements comprise weighting elements that optimize the force balancing with respect to the stator. Element 19: wherein the rotor comprises a rotor sleeve that defines the external profile and a rotor mandrel is positioned within the rotor sleeve. Element 20: wherein a geometry of an interface between the rotor mandrel is varied to alter a stiffness of the rotor with respect to a stiffness of the stator. Element 21: wherein an outer surface of the stator is profiled to selectively vary a mass of the stator. Element 22: wherein the stator comprises a stator housing and a stator sleeve positioned within the stator housing and defining the internal profile, and wherein the stator sleeve comprises a material selected from the group consisting of a metal, a metal alloy, a polymer and any combination thereof. Element 23: wherein the stator comprises a stator housing that defines the internal profile and a stator coating applied to the internal profile and comprising an elastomer or a rubber.
By way of non-limiting example, exemplary combinations applicable to A and B include: Element 6 with Element 7; Element 15 with Element 16; Element 17 with Element 18; and Element 19 with Element 20.
The systems and methods illustratively disclosed herein may suitably be practiced in the absence of any element that is not specifically disclosed herein and/or any optional element disclosed herein. While compositions and methods are described in terms of “comprising,” “containing,” or “including” various components or steps, the compositions and methods can also “consist essentially of” or “consist of” the various components and steps. All numbers and ranges disclosed above may vary by some amount. Whenever a numerical range with a lower limit and an upper limit is disclosed, any number and any included range falling within the range is specifically disclosed. In particular, every range of values (of the form, “from about a to about b,” or, equivalently, “from approximately a to b,” or, equivalently, “from approximately a-b”) disclosed herein is to be understood to set forth every number and range encompassed within the broader range of values. Also, the terms in the claims have their plain, ordinary meaning unless otherwise explicitly and clearly defined by the patentee. Moreover, the indefinite articles “a” or “an,” as used in the claims, are defined herein to mean one or more than one of the elements that it introduces. If there is any conflict in the usages of a word or term in this specification and one or more patent or other documents that may be incorporated herein by reference, the definitions that are consistent with this specification should be adopted.
As used herein, the phrase “at least one of” preceding a series of items, with the terms “and” or “or” to separate any of the items, modifies the list as a whole, rather than each member of the list (i.e., each item). The phrase “at least one of” allows a meaning that includes at least one of any one of the items, and/or at least one of any combination of the items, and/or at least one of each of the items. By way of example, the phrases “at least one of A, B, and C” or “at least one of A, B, or C” each refer to only A, only B, or only C; any combination of A, B, and C; and/or at least one of each of A, B, and C.
Number | Date | Country | Kind |
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PCT/US2015/062988 | Nov 2015 | US | national |
The present application is a continuation of International Application. No. PCT/US2015/62988, filed Nov. 30, 2015, and claims priority thereto.
Filing Document | Filing Date | Country | Kind |
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PCT/US2016/022936 | 3/17/2016 | WO | 00 |