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Chapter 2-J Positive Displacement Motors
Chapter 2-J Positive Displacement Motors
1.0 INTRODUCTION
Two of the most intriguing questions for drilling personnel are (1) what bit, bottom
hole assembly and rotational method (drilling system) is optimal for a given hole
section and (2) what are the optimal operating parameters for that system? For
Saudi Aramco drilling operations, the short list of drilling systems include:
The purpose of this section and the following sections on Turbines and
Performance Drilling Systems Optimization is to present the essential operating
parameters and requirements which best utilize each drilling system.
Note that RSS and Powered RSS information can be found in Chapter 2, Drilling
Optimization.
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The progressive cavity pumps work by turning a single external-helix steel rotor
inside a double internal helix elastomeric stator. The rotary action of the steel rotor
forms cavities that progress upward from the bottom of the hole through the pump
and tubing to the surface.
PDM's were field tested in California in 1962 as part of a directional drilling system.
The application of the PDM and bent-sub assembly provided the first practical
capability for developing offshore California fields from onshore. PDM usage
quickly spread to the Gulf of Mexico where they were used for directional
applications from offshore drilling rigs. PDM's continued to evolve over the next 30
years with the development of Tandem, Extended Power Section, Even Rubber
Thickness (ERT) and Articulated Motors into the steerable systems we know today.
The force of the pressurized circulating fluid pumped into the cavity between
the rotor and the stator cause the rotor to turn inside the stator. The action of
the rotor and stator converts the hydraulic energy of the circulating fluid to
mechanical energy (rotation) which is transferred to the drill bit via a
transmission and drive shaft assembly.
Modification of lobe numbers and geometry at the design stage provides for
variation of motor input and output characteristics to accommodate various
drilling requirements.
PDM's consist of six main components: (1) Dump Sub or Float/Rotor Catch
Combo (2) Power Unit (Rotor & Stator), (3) Bent Housing, (4) Transmission
Unit, (5) Mud Lubricated Bearing Section Assembly and (6) Tubular Housings
and Stabilizers as shown in Fig 2K-2.
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The dump sub contains a valve that is ported to allow fluid flow
between the drillstring and annulus. The dump valve assembly is of a
sliding piston and spring design, with all parts manufactured from high
quality steels. When circulation rates are low or when there is no
circulation rate for the motor, the piston moves down, closing the
bypass ports. Drilling fluid is then directed through the motor section.
When circulation stops, the bypass piston is released and the bypass
ports reopen. Most multi-lobe motors 3⅜" and larger are equipped
with hollow rotors, thus lessening the requirement for the dump sub.
See Figure 2K-3 on the following page.
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Another top sub configuration is the top sub rotor catch combination
with float. In the event of a housing failure down hole or if a
connection backs off, this safety device will prevent the bottom part of
the drilling motor from being left in the hole.
Figure 2K-4 on the following page shows the basic layout of the rotor
catch mechanism and how it functions. The rotor catch mandrel is
connected to the drilling motor rotor. When engaged, the rotor catch
mandrel will hang on the shoulder of the motor top sub. As the
bottom hole assembly is pulled out of the hole, it will bring the rest of
the drilling motor out with it.
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R TFA = Q2 x MW 0.5
P x 10,858
Where: R TFA = total flow area for Rotor Nozzle (nozzle size, sq. in.)
Q = amount of flow to bypass (gpm)
MW = mud weight (lb/gal)
P = expected differential drilling pressure + friction* (psi)
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The power section is comprised of two components, the stator and the
rotor. The stator consists of a steel tube containing a bonded
elastomer insert with a lobed helical pattern bored through the center.
The rotor is a lobed helical steel rod. When the rotor is installed into
the stator the combination of the helical shapes form sealed flow
cavities between the two components. When drilling fluid is forced
through the power section the pressure drop across the cavities will
cause the rotor to turn inside the stator. This is how rotation provides
power to the bit.
A) Lobe configuration
B) Stages
C) Power section fit
D) Elastomer
The lobe configuration denotes the number of lobes the rotor and
stator have. By nature of design, the stator always has one more lobe
than the rotor. Generally as the lobe ratio is increased, the speed of
rotation is decreased and the torque output is increased. Figure 2K-6
shows both a 4:5 cross section and a 7:8 cross section.
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The transmission unit eliminates all rotor eccentric motion and the
effects of fixed or adjustable bent housings while transmitting torque
and downthrust to the drive shaft. The drive shaft is held in place
concentrically by the bearing assembly. The transmission unit must
also allow the correct axial relationship of the rotor to the stator to
ensure efficient rotor to stator sealing and minimize rotor and stator
wear.
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The thrust bearings support the downthrust of the rotor and the
reactive upward loading from the applied weight on bit. For larger
diameter motors, the thrust bearings are of multi-stack ball and track
design. Small diameter motors utilize carbide friction bearings.
Metallic and non-metallic radial bearings are employed above and
below the thrust bearings to absorb lateral side loading of the drive
shaft. Side loading of the drive shaft can be significant in steerable
and correction run applications. The radial bearing materials are
selected and manufactured to provide reliable operation. The
bearings are normally repacked in the shop of the Service Company
after each motor run as shown in Figure 2K-11.
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The drive shaft transmits both axial and torsional loading to the bit.
The drive shaft is a forged component, which has a threaded
connection at the bottom end to facilitate connection to the drill bit.
The drive shaft is the only external rotating component. Fluid is
supplied to the drill bit through the center of the drive shaft.
All bearing assemblies are designed such that the drive shaft and
bearings cannot strip out of the bearing housing in the event of the
drillstring becoming stuck and the maximum downhole overpull for a
particular motor exceeded.
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2.1.11 Elastomers
In general these newer nitrile elastomers are not affected by oil based
fluids and temperatures as previous generations of elastomers.
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2.1.13.1 Chlorides
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The elastomeric lining of the stator tube is usually the element that
fails first in the power section. The primary causes of rubber failure in
a stator are chunking, debonding, junk damage and excessive surface
rotary speeds.
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2.1.14.1 Chunking
2.1.14.2 Debonding
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Saudi Aramco began using PDM's in the early 1970's when they purchased
about 40 PDM's of various sizes and configurations and serviced them out of
the Tool House. The PDM's were used mainly for top-hole drilling at that
time. Aramco continued running and servicing company-owned PDM's until
about 1994, when it was no longer deemed economically advantageous. All
PDM's currently utilized by Saudi Aramco fall under Directional Drilling
Contracts. Weatherford, Pathfinder, Anadrill and Sperry PDM's are currently
in use for directional and performance drilling.
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Figure 2K-16: Anadrill Specifications for 6¾" 4/5 lobe Standard PDM
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Figure 2K-17: Sperry 9⅝” O.D. ¾ Lobe Extended Power Section PDM
+0.
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Figure 2K-18: Performance Graph for Sperry 4¾" - 4/5 Lobe - 3.5 Stage PDM
The PDM Performance curves are typically used by entering the base of the graphs at
the X axis with the observed or predicted PDM pressure differential; proceeding up the
graph vertically until the applicable flow rate or torque line is intersected and proceeding
horizontally to read its value on the Y axis.
Example Problem 2K-1: Predict the Rotational Speed, Torque, and Horsepower
developed for a Sperry-Sun 4¾" 4/5 lobe, 3.5 stage PDM when operated at 420 psi
motor differential pressure and cirulation rate of 175 gpm from the applicable
performance specfication sheet.
From the chart above it can be seen that Shaft Rotational Speed = 170 rpm,
Horsepower = 25 Hp and Torque output = 690 ft-lb.
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