BACKGROUND
[0001] This disclosure relates generally to methods and apparatus for generating pulses in a
fluid column, as may be used for telemetry between a surface location and downhole
instrumentation within a su bterranean well.
[0002] Drilling fluid circulated down a drill string t o lubricate the drill bit and remove
cuttings is typically broadly referred t o as drilling "mud." The generation of pulses in a
drilling fluid column to communicate information t o the surface is generally termed "mud
pulse telemetry." Numerous mud pulse telemetry systems have been developed, using
various forms of valve mechanisms, typically disposed in the drill string, to produce fluid
pulses. Some mechanisms provide a bypass for the circulating fluid from the interior of the
drill string to the well bore annulus to create a controlled, momentary pressure drop or
"negative pulse." Other mechanisms create a controlled restriction in the fluid path,
causing a controlled, momentary pressure increase or "positive pulse." Such mechanism
may utilize, for example, a "poppet" valve with a valve member that linearly reciprocates to
open and close a fluid passageway.
[0003] An alternative approach to linear reciprocation is provided by the use of a rotary
valve that can generate a continuously varia ble carrier wave onto which a signal is imparted
by modulation. Apparatus implementing this approach are often referred t o as "mud
sirens." A rotary valve may include, for example, a rotor that rotates, relative t o a stator,
around an axis parallel to the fluid flow (rotating either reciprocally or continuously in the
same direction) to periodically open and close one or more fluid passageways. Each of
these systems offers various features and characteristics.
BRIEF DESCRIPTION OF THE DRAWINGS
[0004] Figure 1A is a schematic diagram of an exemplary tool string within a wellbore, the
tool string including a mud pulse generator in accordance with the present disclosure.
[0005] Figure I B is a block diagram of a mud pulse generator and associated measuring
devices, illustrating various components of the mud pulse generator in accordance with one
embodiment.
[0006] FIG. 1C is a perspective view of a valve structure in which a housing for the valve
structure forms a portion of the drill string, in accordance with one example embodiment.
[0007] Figures 2A-L are, respectively, isometric views (Figures 2A, 2D, 2G, 2J), top views
(Figures 2B, 2E, 2H, 2K), and cross-sectional side views (Figures 2C, 2F, 21, 2L) of an example
valve structure for use in generating fluid pulses, depicted in four rotational positions,
illustrating the operating principle of the valve structure in accordance with one example
embodiment. In this example embodiment, the two rollers of the valve structure rotate in
opposite directions.
[0008] Figure 3 is a graph of the area of the flow channel created by the valve structure
depicted in Figures 2A-2L as a function of the rotational position, in accordance with one
embodiment.
[0009] Figures 4A-4D are cross-sectional views of an example valve structure otherwise
similar to the structure of Figures 2A-2D, but in an operational mode in which the two
rollers rotate in the same direction, in accordance with one embodiment.
[0010] Figures 5A-5D are cross-sectional views of an example valve structure otherwise
similar to the structure of Figures 2A-2D, but in which the rollers are spaced so as to not
contact one another, in accordance with one embodiment.
[0011] Figures 6Aand 6B are perspective and top views, respectively, of an example valve
structure including, in accordance with one embodiment, four cylindrical rollers in a parallel
arrangement, depicted in its open state, and Figures 6C and 6D are perspective and top
views, respectively, of the valve in its closed state.
[0012] Figures 7A and 7B are perspective and top views, respectively, of an example valve
structure including, in accordance with one embodiment, a plurality of conical rollers in a
radial arrangement in its open state, and Figures 7C and 7D are perspective and top views,
respectively, of the valve in its closed state.
[0013] Figures 8A-8D are schematic perspective views of example roller geometries in
accordance with various embodiments.
[0014] Figures 9A and 9B are a cross-sectional side view and a top view, respectively, of an
example bevel gear drive mechanism for a valve structure with conical rollers in a radial
arrangement, in accordance with one embodiment, and Figu re 9C is a perspective view of
an example drive mechanism including separate motors for the individual cylindrical rollers
in a parallel arrangement, in accordance with one embodiment.
[0015] Figures lOA-lOC are graphs of a binary signal, a carrier wave, and a modulated wave
encoding the signal, respectively, illustrating frequency-shift keying in accordance with one
embodiment.
[0016] Figures 11A and 11B are graphs for a binary signal and a modulated wave encoding
the signal, respectively, illustrating phase-shift keying in accordance with one embodiment.
Figures 11C and 11D are graphs of the area of the flow channel, created by an example valve
structure with two symmetric cut-outs, as a function of the rotational position, showing how
the area of the flow channel can be changed to generate a phase change such as used in the
modulated signal-encoding wave shown in Figure 11B.
[0017] Figure 12 depicts a flow chart of an example method for using a mud pulse generator
in accordance with various embodiments.
DETAILED DESCRIPTION
[0018] The present disclosure includes new methods and apparatus for generating fluid
pulse telemetry signals, wherein a plurality of rotating rollers, with axes of rotation oriented
at a non-zero angle relative to the direction of fluid flow through a fluid conduit (and thus
extending across at least a portion of the fluid conduit), collectively occlude at least a
portion of the cross-sectional area of the conduit, the occluded portion varying with the
rotational (or angular) position of the rollers. The term "roller," as used herein, refers to a
member arranged to rotate about an axis (uni-directionally or bi-directionally, continuously
or intermittently).
[0019] The rollers generally deviate in shape from cylindrical symmetry (i.e., each roller has
a cross-section perpendicular to the respective roller's axis of rotation that is non-circular
along at least a portion of the roller's length) such that the rollers define an open flow area
through a transverse cross-section of the surround ing conduit, the open flow area varying as
the rollers rotate. In various embodiments, the deviation from cylindrical symmetry may be
achieved through different structures. In some embodiments, a roller may have a uniform,
non-circular cross-section along its entire length. In other embodiments, a roller will include
one or more recesses (or "carve-outs") extending inwardly from a lateral surface of an
"envelope" of the roller, the envelope being the three-dimensional space occupied by the
roller during a complete revolution around its axis. In the assembly of a plurality of rollers,
the carve-outs provide fluid passageways (herein also referred to as "flow channels") that
vary in size as each roller rotates, resulting in corresponding pressure fluctuations in the
fluid. In some embodiments, the total area of the fluid passageways (as well as the total
occluded area) depends sinusoidally on the rotational position of the rollers, facilitating the
generation of a sinusoidal carrier wave by means of continuous rotation at constant speed.
[0020] The rollers may be rotated by a suita ble drive mechanism, such as, for instance, a
motorized gear drive, which may in turn be controlled based on a signal to be telemetered
(e.g., a binary signal encoding down-hole measu rements). For example, the rollers may
continuously rotate t o create a carrier wave, with the speed of rotation in the same
direction being changed to encode the signal via frequency-shift keying, or the direction of
rotation being changed t o encode the signal via phase-shift keying. Alternatively, the rollers
may repeatedly be rotated by a discrete angle and then halted, creating a series of discrete
pressure pulses conveying the signal.
[0021] As will be apparent from the discussions herein, the rollers can be of a plurality of
different shapes. In some embodiments used herein for illustration, the rollers are, but for
their carve-outs, cylindrical in shape and are arranged with their axes of rotation (i.e., their
longitudinal axes) parallel to each other in a transverse cross-sectional plane. In other
embodiments, the rollers are conical in shape and arranged in the transverse plane in a
radial fashion (i.e., with their longitudinal axes along the radii of the cross-section of the
conduit). The envelopes of the rollers may abut one another such that the rollers
collectively occlude su bstantially the entire conduit cross-section in at least one rotational
position. Alternatively, gaps between the rollers may provide a minimum fluid passageway
that is open regardless of the rotational position. The rollers may all rotate in the same
direction, or adjacent rollers may rotate in opposite directions. In some embodiments, the
speed of rotation is the same for all rollers.
[0022] The following detailed description describes example embodiments of the new mud
pulse generator and associated methods with reference to the accompanying drawings,
which depict various details of examples that show how the disclosure may be practiced.
The discussion addresses various examples of novel methods, systems and appa ratus in
reference t o these drawings, and describes the depicted embodiments in sufficient detail t o
ena ble those skilled in the art to practice the disclosed su bject matter. Many embodiments
other than the illustrative examples discussed herein may be used to practice these
techniques. Structural and operational changes in addition to the alternatives specifically
discussed herein may be made without departing from the scope of this disclosure.
[0023] In this description, references to "one embodiment" or "an embodiment," or to "one
example" or "an example" in this description are not intended necessarily to refer to the
same embodiment or example; however, neither are such embodiments mutually exclusive,
unless so stated or as will be readily apparent to those of ordinary skill in the art having the
benefit of this disclosure. Thus, a variety of com binations and/or integrations of the
embodiments and examples described herein may be included, as well as further
embodiments and examples as defined within the scope of all claims based on this
disclosure, as well as all legal equivalents of such claims.
[0024] A mud pulse generator as described herein will be used to generate pulses in a fluid
column within a downhole well to facilitate "mud pulse telemetry." This terminology
embraces communication through pulses in a fluid column of any kind of well servicing fluid
(or produced fluid) that may be in a well. One example of such use is for the mud pulse
generator to be placed in a drill string along with measuring while drilling (MWD) (or logging
while drilling (LWD)) tools, t o communicate data from the MWD/LWD tools upwardly and to
the surface through the fluid column flowing downwardly through the drill string to exit the
drill bit. The pulses will be detected and decoded at the surface, thereby communicating
data from tools or other sensors in the bottom hole assembly, or elsewhere in the drill
string. The described example mud pulse generator relatively opens and closes fluid
passages to create pulses in the fluid column of a selected duration and pattern which are
detecta ble at the surface. In other contemplated systems, a mud pulse generator as
described will be placed proximate the su rface for providing downlink pulse communication
to a downhole tool. Apart from facilitating telemetry in a borehole, fluid pulse generators in
accordance herewith may also be used in other applications, e.g., as sound sources for
underwater seismological explorations.
[0025] Referring now to Figure 1A, the figure schematically depicts an example directional
drilling system 100 configured to form wellbores at a variety of possible trajectories,
including those that deviate from vertical. Directional drilling system 100 includes a land
drilling rig 112 to which is attached a drill string, indicated generally at 104, with a bottom
hole assembly, indicated generally at 106 (hereinafter BHA), in accordance with this
disclosure. The present disclosure is not limited to land drilling rigs, and example systems
according to this disclosure may also be employed in drilling systems associated with
offshore platforms, semi-submersible, drill ships, and any other drilling system satisfactory
for forming a well bore extending through one or more downhole formations. Drilling rig
112 and associated surface control and processing system 140 can be located proximate the
well head 110 at the Earth's surface. Drilling rig 112 can also include a rotary t able and
rotary drive motor (not specifically depicted), and other equipment associated with rotation
or other movement of drill string 104 within wellbore 116. Other components for drilling
and/or managing the well, such as blow out preventers (not expressly shown), may also be
provided proximate well head 110. An annulus 118 is formed between the exterior of drill
string 104 and the formation surfaces defining well bore 116.
[0026] One or more pumps may be provided to pump drilling fluid, indicated generally at
128, from a fluid reservoir 126 at the upper end of drill string 104 extending from well head
110 through the BHA 106. Return drilling fluid, formation cuttings, and/or downhole debris
from the bottom end 132 of well bore 116 will return through the annulus 118 through
various conduits and/or other devices to fluid reservoir 126. Various types of pipes, t ubing,
and/or other conduits may be used to form the complete fluid paths.
[0027] BHA 106 at the lower end of drill string 104 terminates in a drill bit 134. Drill bit
134 includes one or more fluid flow passageways with respective nozzles disposed therein.
Various types of well fluids can be pumped from reservoir 126 to the end of drill string 104
extending from wellhead 110. The well fluid(s) flow through a longitudinal bore (not
expressly shown) in drill string 104, and exit from nozzles formed in drill bit 134. During
drilling operations, drilling fluid will mix with formation cuttings and other downhole debris
proximate drill bit 134. The drilling fluid will then flow upwardly through annulus 118 to
return the formation cuttings and other downhole debris t o the surface. Various types of
screens, filters, and/or centrifuges (not expressly shown) will typically be provided t o
remove formation cuttings and other downhole debris prior to returning drilling fluid to
reservoir 126.
[0028] Bottom hole assem bly (BHA) 106 can include various components, for example one
or more measurement while drilling (MWD) or logging while drilling (LWD) tools 136, 148
that provide logging data and other information t o be communicated from the bottom of
wellbore 116 to surface equipment 108. In this example string, BHA 106 includes mud pulse
generator 144 t o provide mud pulse telemetry of such data and/or other information
through the fluid column within the drill string to a surface receiver location, for example,
proximate the wellhead 110. Mud pulse generator 144 may be constructed in various ways,
e.g., in accordance with any of the example embodiments described herein. In the example
system herein, mud pulse generator will be in the form of a separate su b inserta ble into the
drill string within in housing (see Figure IB). At the surface receiver location, the pressure
pulses in the fluid column may be detected and converted to electrical signals for
communication t o other surface equ ipment, and potentially from there to other locations.
[0029] The communicated logging data and/or other information communicated to a
receiver up-hole may be communicated to a data processing system 140. Data processing
system 140 can include a variety of hardware, software, and combinations thereof,
including, e.g., one or more programmable processors configured t o execute instructions on
and retrieve data from and store data on a memory to carry out one or more functions
attributed to data processing system 140 in this disclosure. The processors employed to
execute the functions of data processing system 140 may each include one or more
processors, such as one or more microprocessors, digital signa l processors (DSPs),
application specific integrated circuits (ASICs), field programmable gate arrays (FPGAs),
programma ble logic circuitry, and the like, either alone or in any suita ble com bination.
[0030] For some applications, data processing system 140 may have an associated printer,
display, and/or additional devices to facilitate monitoring of the drilling and logging
operations. For many applications, outputs from the data processing system will be
communicated to various components associated with operating drilling rig 112 and may
also be communicated to various remote locations monitoring the performance of the
operations performed through drilling system 100.
[0031] As shown in Figure IB, the mud pulse generator 144 may include a valve structure
150 for selectively occluding the fluid path through the drill string t o one or more varia ble
degrees, a drive mechanism 152 (including, e.g., a motor 153 and associated transmission
system 154) with the valve structure, and a controller 156 that operates the drive
mechanism 152 t o communicate information or other signals through a fluid column t o a
remote location. Such information may include control signals or information signals. Such
information signals can be of any type of information, and in many applications will include
signals received from, e.g., the MWD tools 136, 148 or other sensors disposed within or at
the BHA. For example, the controller 156 may receive a binary signal encoding the
measured data (e.g., a downhole temperature, pressure, formation resistivity, etc.) as input,
and control the valve structure to communicate the signals. Signal communication may be
achieved by modulating a continuous carrier wave, or by generating a series of discrete
pulses, as explained in more detail below. In some embodiments, the controller is
integrated with control- and processing-circuitry of the tools 136, 148 or other sensors. The
valve structure 150, and optionally also the drive mechanism 152 and/or controller 156 (or
portions thereof) may be disposed in a housing 158 that is connected t o other components,
or systems in the BHA 106. The housing 158 defines a fluid conduit therethrough, allowing
fluid flow genera lly in a direction along the longitudinal axis of the BHA.
[0032] FIG. 1C is a perspective view of an example embodiment of a valve structure 150, in
which a housing 158 for the valve structure forms a portion of the drill string 104. The
interior of housing 158 defines a cylindrical fluid conduit 160 which communicates with the
remainder of the flow conduit defined by the remainder of the drill string 104. A crosssection
of that fluid conduit perpendicular t o the longitudinal axis 162 is indicated with
shading at 164. The two-dimensional area of the shaded cross-section 164 illustrates the
cross-sectional area of the conduit 160. The depicted example valve structure 150 includes
a disk-shaped support frame 166 fitted within and mounted to the interior wall of the
housing 158. Two rollers 168a, 168b are mounted within an opening 170 through the
support frame 166. Collectively, the rollers 168a, 168b and su pport frame 166 occlude at
least a portion of the cross-sectional area 164 of the fluid conduit 160, with the degree of
that occlusion varying as a function of the rotational position of rollers 168a, 168b.
[0033] Referring now to Figures 2A-2L, the principle of operation of an example valve
structure 200 including two cylindrical rollers 202, 203 is illustrated with isometric, top, and
cross-sectional views for four rotational positions. The equally sized and shaped rollers 202,
203 are oriented and positioned with their rotational (or longitudinal) axes 204, 205 (i.e.,
the straight lines extending along (and beyond) the center lines of their physical axles 206,
207) in parallel and their cylindrical envelopes 208, 209 contacting one another. In use
inside a fluid conduit (e.g., as defined by the housing containing the valve structure), the
rollers may be arranged with their axes 204, 205 in a cross-section of the conduit,
perpendicular to the direction of fluid flow through the conduit (indicated by the arrows 210
in Figures 2C, 2F, 21, and 2L), such that the cylindrical envelopes obstruct the fluid path.
Each roller 202, 203 includes a semi-cylindrical carve-out 212 or 213 defined around an axis
tangential to the envelope 208 or 209 and perpendicular t o the axis 204 or 205 of rotation.
As the rollers 202, 203 rotate, these carve-outs 212, 213 rotate along with them. The carveouts
212, 213 are aligned with each other in a direction along the longitudinal axes 204, 205
such that they form a single fluid passageway (or flow channel) 214 when facing each other,
as best shown in Figures 2B, 2E, and 2H.
[0034] In the illustrated embodiment, the rollers rotate in opposite directions (indicated by
the arrows 215, 216 in Figures 2C, 2F, 21, and 2L) and in phase such that, in a first rotational
position, depicted in Figures 2A-2C, the two semi-cylindrical carve-outs 212, 213 combine to
form a full cylindrical carve-out (shown in the top view of Figure 2B as a circle). The crosssection
depicted in Figure 2C is taken along the symmetry axis 218 of that cylindrical carveout,
perpendicularly to the rollers' longitudinal axes 204, 205. The rotational state shown in
Figures 2A-2C corresponds to the fully open state of the valve structure 200. As the rollers
202, 203 rotate and thereby tilt the ca rve-outs 212, 213 relative to and move them away
from each other, the flow channel 214 created between the rollers 202, 203 becomes
smaller and smaller (see Figures 2D-2F, showing a second rotational position of about 30°,
and Figures 2G-2I, showing a third rotational position of about 60°). After a 90° rotation of
both rollers 202, 203 relative t o the initial, fully open position, the valve 200 is fully closed
(see Figures 2G-2I). A further rotation of both rollers by 90° results in the carve-outs facing
away from each other; in this rotational position, two separate semi-cylindrical fluid
passageways are created, collectively forming an opening of the same size as the initial, fully
open state.
[0035] In Figure 3, the cross-sectional area of the flow channel 214 (normalized to unit area
1 for the fully open valve) is plotted as a function of the rotational position (or rotational
angle) for a full (i.e., 360°) cycle of rotation. Sym bolic cross-sectiona l views of the rollers
202, 203 in the various rotational positions are depicted along the graph. As shown, the
area of the flow channel 214 varies more or less sinusoidally ("quasi-sinusoidally") between
maxima at 0° and 180° and minima at 90° and 270° (i.e., the flow channel area undergoes
two full cycles during one cycle of rotation) . The functional dependence of the flowchannel
area on the angle may be a sine in the strict mathematical sense, or deviate
somewhat from true sinusoidal behavior while still exhibiting certain qualitative features of
a sine (such as, e.g., symmetry about and continuous derivatives at the local maxima and
minima) . The variable restriction on the fluid path creates a proportionately varying back
pressure in the fluid column. The signal strength S5trengt generally relates t o the flow area A
according to
where p is the fluid density (e.g., the mud density) and Q is the flow rate. A benefit of the
valve structure 200 compared with, e.g., a poppet valve, is that it does not work against the
fluid flow, which may significantly reduce the power required t o actuate the valve.
[0036] As will be readily apparent to those of ordinary skill in the art, various modifications
of the valve structure 200 can be implemented while still employing the same operational
principle as described above. For example, in a valve structure otherwise similar to that of
Figures 2A-2L, the rollers 202, 203 may rotate in the same direction; Figures 4A-4D illustrate
this mode of operation with cross-sectional views taken in four rotational positions between
0° (Figure 4A and 90° (Figure 4D). The resulting angular dependence of the flow channel
area is the same as for roller rotation in opposite directions.
[0037] Another modification, illustrated in Figures 5A-5D, involves placing the rollers 502,
503 of the valve structure 500 at a greater center-to-center distance (relative to the roller
diameter) from each other t o create a permanent gap 504 between them. In this
embodiment, fluid can flow through the valve structure 500 even when it is in the "fully
closed" state, which is shown in Figures 5A. The flow channel area varies in the same
manner as depicted in Figure 3, but with an offset equal to the minimal achieva ble area in
this valve configuration (i.e., the flow channel area in the fully closed state), which is the
area attributa ble to the gap 504. An advantage of this embodiment is that it never
completely interrupts the flow of drilling fluid, and is therefore less susceptible to jamming
by large particulates in the drilling fluid (which, in embodiments with contacting rollers, may
be lodged in the interface region).
[0038] Figures 6A-6D illustrates more completely an example valve structure 600 operating
in accordance with the principle depicted in Figures 2A-2L that spans the circular crosssection
of a fluid condu it. The valve structure 600 includes four (more generally, a plurality
of) cylindrical rollers 602, 603, 604, 605 arranged in parallel to each other across a suita bly
sized and shaped opening 610 of a disc-shaped support frame 612. The support frame 612
may be circular in shape, and may be sized to tightly fit inside the fluid conduit defined by
the housing of the mud pulse generator, or form an integral part of the housing. In various
embodiments, the support frame 612 is mounted t o the interior wall of the drill collar of the
BHA. The thickness of the disc-shaped support frame 612 may (but need not necessarily) be
generally equal t o the diameter of the rollers. The rollers 602, 603, 604, 605 may be
mounted inside the support frame 612 via their axles, which may extend through openings
614 in the side wall 615 of the frame 612.
[0039] The rollers 602, 603, 604, 605 may differ in length t o better accommodate the
circular cross-section the structure 600 is designed to span, and may include multiple carveouts
at different positions along their longitudinal axes. Furthermore, some or all of the
rollers may include pairs of carve-outs that intersect the envelope of the roller on opposite
sides. In the embodiment shown, the valve structure 600 includes two shorter rollers 602,
605 flanking two adjacent longer rollers 603, 604. Each of the longer rollers 603, 604
includes three pairs of carve-outs 616, while each of the shorter rollers 602, 605 has only
one pair of carve-outs 616. The carve-outs in adjacent pairs of rollers are longitudinally
aligned (as explained above with respect to Figures 2A-2L) to form more or less cylindrical
flow channels 618 through the valve 600 when the valve is fully open, as shown in Figures
6A and 6B. (In the illustrated embodiment, the flow-channel geometry deviates slightly
from perfect cylindrical shape due to a small gap 620 between the rollers.) When the valve
600 is fully closed, as shown in Figures 6C and 6D, the carve-outs face upward/downward
and do not contribute to the flow channel, which is then limited to the gaps 620 between
the rollers.
[0040] Em bodiments hereof are not limited t o cylindrical rollers oriented in parallel, but
may incorporate alternative roller shapes and configurations. For example, as Figures 7A-7D
show, the rollers 700 may have conical envelopes and may be arranged radially in a crosssection
of the fluid conduct. The rollers may be mounted in a ring-shaped (e.g., circular or
polygonal) support frame 712 (or, put differently, a disc-shaped support frame similar to the
frame 612 holding the cylindrical rollers, but with a central carve-out suited to the radial
arrangement of the rollers and therefore generally exhibiting a greater degree of radial
symmetry). In the illustrated embodiment, each conical roller 700 includes a single pair of
carve-outs 716; collectively, the carve-outs 716 are arranged along a circle around the
center of the valve structure. Figures 7A and 7B illustrate the valve structure in the fully
open configuration, and Figures 7C and 7D show it in the closed state. The operational
principle is the same as that described above with respect t o valve structures with
cylindrical rollers. Of course, the depicted valve structure may be modified by including
multiple pairs of carve-outs in each roller at different positions along the longitudinal axes of
the cones; the entirety of carve-outs may then be arranged along multiple concentric circles,
and the size of the carve-outs may be smaller for the inner one(s) of the concentric circles
than for the outer one(s).
[0041] It is emphasized that the valve structures depicted herein are merely non-limiting
examples, and that various modifications and alternative implementations employing the
principles and concepts disclosed herein are possible. It will be readily apparent t o those of
ordinary skill in the art, for example, that a valve structure may include different numbers of
rollers than illustrated herein. For instance, a valve structure similar to that of Figures 6A-
6D may utilize, instead of four cylindrical rollers, fewer (e.g., two or three) or more (e.g.,
five, six, etc.) rollers in a parallel configuration. Similarly, the valve structure of Figures 7A-
7D may use fewer or more than the depicted twelve conical rollers. Advantageously, the
use of multiple rollers generally affords flexibility, for any given valve structure, t o operate
fewer or more of these rollers, provided that they are controlla ble individually (or in
groups). Selectively operating su b-sets of rollers, in turn, facilitates controlling the strength
(or amplitudes) of the pressure pulses generated by the rotation of the selected rollers as
well as the average open flow-channel area through the valve. For example, in some
circumstances, rotating half of the rollers may result in pressure pulses of sufficient signal
strength; the remaining rollers may then be kept in their fully open states to limit the overall
obstruction to fluid flow through the drill pipe.
[0042] Furthermore, rollers having envelope shapes other than cylinders or cones may also
be used. For example, the envelopes of the rollers need not be topological^ flat (as are
cylinder and cone envelopes), but may exhibit curvature; an example of a roller with a
curved envelope is shown in Figure 8A. (Topologically flat envelopes may be advantageous
for embodiments in which a complete obstruction of the fluid path in the closed state of the
valve is desired, as they facilitate contact between the envelopes of adjacent rollers along
their entire length. However, the same effect can also be achieved if adjacent rollers are
complementary in shape (e.g., a bulge is aligned with a recess in the adjacent roller).) The
shape of the carve-outs themselves may also vary from that illustrated in the accompanying
drawings. For instance, the carve-outs may extend beyond the center line of the roller, as
illustrated in Figure 8B, and the boundary surfaces of the carve-outs need not be cylindrical.
Further, the rollers need not necessarily define distinct carve-outs at all, as long as their
projections into the cross-section of the fluid conduit vary in size as the rotational position
of the rollers changes and thereby cause varying flow-channel areas. This condition is
generally met by a deviation of the rollers from cylindrica l symmetry (or, in other words, a
deviation of a roller cross-section perpendicular to the longitudinal axis from perfect
circularity). For example, rollers with elliptical cross-sections, as shown in Figure 8C, or with
three-lobed cross-sections, as shown in Figure 8D, will result in varia ble flow-channel areas.
[0043] In addition, the rollers need not necessarily be arranged in a plane perpendicular to
the direction of fluid flow. For example, their longitudinal axes may be arranged on the
lateral surface of a cone (along straight lines from the apex to the base) whose base
coincides with the cross-section of the fluid conduit. While the embodiments depicted
herein may be advantageous due, for example, to their comparative geometric simplicity,
which may reduce the cost of design and manufacture, they are not intended t o be limiting.
In genera l, in accordance herewith, the rollers are "angled" relative to, i.e., enclose a non
zero angle with, the general direction of fluid flow through the conduit (and/or the
longitudinal axis of the BHA). (The term "non-zero," in this context, is intended to mean a
deliberate, significant deviation from zero degrees (e.g., in some embodiments, at least 10°
or at least 30°), and is not t o be read on a slight deviation from a perfect 0° angle due to
manufacturing inaccuracies or other unintended causes.) In some embodiments, the
longitudinal axes are "generally perpendicular" to the direction of fluid flow at the entrance
to the valve structure (which is taken t o be the region immediately preceding the rollers),
wherein "generally perpendicular" is broadly understood to denote a range of angles of, in
various embodiments, 90°±45°, 90°±30°, 90°±10°, 90°±5°, or 90°±2°, etc.
[0044] Turning now to the drive mechanism ca using rotation of the rollers, the rollers may,
in principle, be driven by separate (e.g., electric) motors whose operation is synchronized
and/or coordinated by the controller. To minimize the amou nt of hardware, however, it
may be beneficial to, instead, drive all (or at least multiple) of the rollers by the same motor,
using mechanical transmission means such as gears and belts (or, alternatively, suita bly
configured electromagnetic fields generated by electromagnets and/or permanent
magnets) to transfer the rotation of the motor onto the various rollers. An example
embodiment of a drive mechanism that uses a single motor to drive a set of radially
arranged conical rollers is shown in Figures 9A and 9B. The drive mechanism includes a
single centrally arranged driver bevel gear 900, which is rotated by a motor (not specifically
shown) about an axis parallel to the fluid flow, and a plurality of driven bevel gears 902 (one
for each of the rollers) that mesh with the driver bevel gear 900. The pitch angles of the
driver gear bevel gear 900 and a driven bevel gear 902 may add up to 90° such that the
driven bevel gears 902 rotate about axes perpendicular t o the axis of rotation of the driver
bevel gear 900. The shafts of the driven bevel gears may coincide with or be fixedly
attached to the axles of the rollers.
[0045] Figure 9C conceptually illustrates a drive mechanism for a parallel arrangement of
(e.g., cylindrical) rollers. Herein, each roller 920 is separately driven by an associated motor
922. The motors may (but need not) be placed inside the housing, and may be arranged
about the valve structure in a manner that efficiently utilizes the availa ble space; for
instance, as shown, the motors 922 associated with pairs of adjacent rollers 920 may be
placed on opposite sides of the valve structure. In some embodiments, a single motor
drives groups of two or more (e.g., adjacent) rollers in unison. For example, the motor may
directly cause rotation of one of the rollers' axles, and the rotational motion may be
mechanically coupled t o the axles of the other rollers within the group via a series of
meshing gears. In general, suita ble drive mechanisms for the various roller arra ngements in
accordance herewith can be readily implemented without undue experimentation.
[0046] The speed and direction of roller rotation can generally be varied by the motor in
accordance with an electrical input signal. In this way, a carrier wave resulting from
constant rotation of the rollers can be modulated to encode the data to be telemetered.
Figures lOA-lOC illustrate an example embodiment, in which frequency-shift keying is used.
Figure 10A shows the binary signal containing the data t o be telemetered, and Figure 10B
shows the sinusoidal (or quasi-sinusoidal) carrier wave (generated, e.g., as illustrated in FIG.
3). In Figure IOC, the carrier wave has been modulated to increase the frequency during
periods when the binary signal is 1, and decrease the frequency during periods when the
binary signal is 0.
[0047] Figures 11A and 11B illustrate phase-shift keying in accordance with an alternative
embodiment. Here, whenever the binary signal (shown in Figure 11A) switches between 0
and 1, a 180° phase shift is imparted on the carrier wave. This phase shift can be achieved
by reversing the direction of rotation, as illustrated in FIG. 11C, which shows the flowchannel
area, along with the rotational position of a pair of rollers each having two
symmetric carve outs, as a function of time. Alternatively, a 180° phase shift in the variation
of the flow-channel area can be generated by causing a very quick (e.g., as close to
instantaneous as possible) 90° rotation of the rollers when the valve is in the half-open state
(corresponding t o an orientation of the carve-outs at 45° relative to the direction of fluid
flow); this embodiment is illustrated in FIG. 11D.
[0048] Alternatively t o rotating the rollers (or at least one roller) continuously to generate a
continuous pressure wave and imparting a signal on that pressure wave by modifying the
speed or direction of rotation, the valve structure may be operated in a stepped mode, i.e.,
the rollers may be moved t o discrete rotational positions and paused thereat to create
discrete pressure pulses. A discrete pressure pulse may be achieved, for example, by
rotating the rollers depicted in Figures 2A-2L by 90° to turn the valve from its open to its
closed state or vice versa. More generally, in many systems, the rotational positions at
which the rollers are halted may be selected such that the corresponding differences in
flow-channel areas vary by a selected proportion relative t o one or more neighboring
positions. As one example, the positions may be selected such that the differences in flow
channel areas vary by su bstantially equal amou nts between neighboring positions, resulting
in su bstantially constant pressure-pulse amplitude shifts as the rollers are moved from one
position to the next. Alternatively, the rollers may be rotated by angles that result in
different pressure-pulse amplitudes (e.g., selected from a pre-defined, finite (and typically
small) num ber of discrete pressure amplitudes— for example, often less than five
amplitudes). If the rollers can be rotated independently from each other (e.g., if each roller
is driven by a separate motor), it is also possible t o vary the pressure-pulse amplitude by
varying the number of rollers moved at a given step.
[0049] The pressure pulses may be spaced at integer multiples of a specified, fixed time
interval, such that a binary signal may be encoded, in its simplest form, via the presence
(corresponding t o 1) or absence (corresponding t o 0) of pulses at the specified intervals
within a temporal pulse sequence. In more complex encoding schemes, a set of a few (e.g.,
three or four) different discrete pressure-pulse amplitudes may be utilized t o convey
information at a higher rate. Further, in a modified encoding scheme, the time intervals
between successive pulses may be varied to encode information, such as the amplitude of
an analog signal.
[0050] Referring now to Figure 12, a high-level flow chart of an example method 1200 of
operating a fluid pulse generator in accordance herewith is depicted. As a first step 1202,
the controller 156 receives data t o be communicated, e.g., from an MWD/LWD tool or other
sensor in the tool string. Next, the data is prepared for communication. This will typically
include encoding the data pursuant t o a selected communication protocol (1204). Any of a
wide variety of communication protocols for communicating data through a pulse series can
be implemented, including frequency-shift keying (FSK), phase-shift keying (PSK), amplitudeshift
keying (ASK), or time-interval keying in a stepped operational mode (as described
above), and com binations of the above, as well as other communication protocols. The
controller 156 will then control the drive mechanism 152 of the valve structure 150, as
indicated at 1106, e.g., by changing the electrical current input t o the motor 153 to vary the
rotational speed, direction of rotation, or rotational position of the rollers in accordance
with the encoded data.
[0051] Various example embodiments are now described :
[0052] Example 1: a fluid pulse generator comprising a housing defining a fluid conduit
therethrough; and a valve structure disposed within the fluid conduit, the valve structure
comprising a plurality of rollers, each roller rotata ble around a respective longitudinal axis
extending across at least part of a cross-section of the fluid conduit, wherein the rollers
collectively occlude at least a portion of a cross-sectional area of the fluid conduit, the
occluded portion varying with the rotational positions of the rollers.
[0053] Example 2: the fluid pulse generator of example 1, wherein the longitudina l axes are
generally perpendicular to the direction of fluid flow at an entrance to the valve structure.
[0054] Example 3: the fluid pulse generator of examples 1 or 2, wherein each roller defines
a carve-out extending inwardly from a latera l surface of an envelope of the roller.
[0055] Example 4: the fluid pulse generator of example 3, wherein at least some of the
envelopes are cylindrical.
[0056] Example 5: the fluid pulse generator of example 4, wherein at least some of the
longitudinal axes are arranged in parallel with each other.
[0057] Example 6: the fluid pulse generator of example 3, wherein at least some of the
envelopes are conical.
[0058] Example 7: the fluid pulse generator of example 6, wherein at least some of the
longitudinal axes are arranged along radii of the cross-section of the fluid conduit.
[0059] Example 8: the fluid pulse generator of any of examples 1 through 7, wherein the
occluded portion of the cross-sectional area varies sinusoidally with the rotational position
of at least one roller.
[0060] Example 9: the fluid pulse generator of any of examples 1 through 8, further
comprising a drive mechanism opera bly coupled t o the plurality of rollers to cause rotation
thereof.
[0061] Example 10: the fluid pulse generator of example 9, wherein the drive mechanism is
configured t o rotate the plurality of rollers in the same direction.
[0062] Example 11: the fluid pulse generator of example 9, wherein the drive mechanism is
configured t o rotate the plurality of rollers in alternatingly opposite directions.
[0063] Example 12: the fluid pulse generator of example 9, 10 or 11, further comprising a
controller configured t o operate the drive mechanism to thereby control at least one of a
speed of rotation, a direction of rotation, or rotational positions of the plurality of rollers.
[0064] Example 13: the fluid pulse generator of any of examples 1 through 12, wherein the
controller is configured to continuously rotate at least one of the rollers, and to modulate
the speed or direction of rotation based on a signal received by the controller.
[0065] Example 14: the fluid pulse generator of any one of examples 1 through 12, wherein
the controller is configured to control rotational positions of the plurality of rollers, based
on a signal received by the controller, to thereby generate discrete pressure pulses.
[0066] Example 15: a method of generating fluid pulses in a fluid column, the method
comprising actuating a fluid pulse generator disposed in a tool string within a wellbore (the
tool string containing the fluid column, the fluid pulse generator comprising a housing
defining a fluid conduit therethrough and a valve structure disposed within the fluid
conduit, the valve structure comprising a plurality of rollers, each roller rotatable around a
respective longitudinal axis extending across at least part of a cross-section of the fluid
conduit, the rollers collectively occluding at least a portion of a cross-sectional area of the
fluid conduit, and a drive mechanism opera bly coupled to the plurality of rollers to cause
rotation thereof), wherein actuating the fluid pulse generator comprises receiving
information to be communicated through the fluid column, encoding the information in
accordance with a selected communication protocol, and controlling the drive mechanism
to cause rotation of the rollers in accordance with the encoded information to generate a
corresponding series of fluid pulses in the fluid column.
[0067] Example 16: the method of example 15, wherein each roller defines a carve-out
extending inwardly from a lateral surface of an envelope of the roller.
[0068] Example 17: the method of example 15 or 16, wherein controlling the drive
mechanism in accordance with the encoded information comprises continuously rotating at
least one of the rollers, and varying a rotational speed or a direction of rotation.
[0069] Example 18: the method of example 15 or 16, wherein controlling the drive
mechanism in accordance with the encoded information comprises controlling rotational
positions of the rollers to create discrete pressure pulses.
[0070] Example 19: a system comprising a drill string; a drill bit attached to the drill string
at a lower end thereof; a measuring tool disposed in the drill string; and a fluid pulse
generator disposed in the drill string, the fluid pulse generator comprising a valve structure
disposed within a fluid conduit defined through the drill string, the valve structure
comprising a plurality of rollers, each roller rotata ble around a respective longitudinal axis
extending across at least part of a cross-section of the fluid conduit, wherein the rollers
collectively occlude at least a portion of a cross-sectional area of the fluid conduit, the
occluded portion varying with the rotational positions of the rollers, the fluid pulse
generator further comprising a drive mechanism opera bly coupled t o the plurality of rollers
to cause rotation thereof and a controller commu nicatively coupled t o the drive mechanism
and the measuring tool to control the drive mechanism based on a signal received from the
measuring tool.
[0071] Example 20: the system of example 19, wherein the controller is configured to
receive, from the measuring tool, information to be communicated through a fluid column
in the tool string, encode the information in accordance with a selected communication
protocol, and control the drive mechanism to cause rotation of the rollers in accordance
with the encoded information to generate a corresponding series of fluid pulses in the fluid
column.
[0072] Many variations may be made in the structures and techniques described and
illustrated herein without departing from the scope of the inventive su bject matter.
Accordingly, the scope of the inventive su bject matter is to be determined by the scope of
the following claims and all additional claims supported by the present disclosure, and all
equivalents of such claims.

What is claimed is:
1. A fluid pulse generator, comprising:
a housing defining a fluid conduit therethrough;
a valve structure disposed within the fluid conduit, the valve structure comprising a plurality
of rollers, each roller rotata ble around a respective longitudinal axis extending across
at least part of a cross-section of the fluid conduit,
wherein the rollers collectively occlude at least a portion of a cross-sectional area of the
fluid conduit, the occluded portion varying with the rotational positions of the
rollers.
2. The fluid pulse generator of claim 1, wherein the longitudinal axes are generally
perpendicular to the direction of fluid flow at an entrance t o the valve structure.
3. The fluid pulse generator of claim 1 or 2, wherein each roller defines a carve-out
extending inwardly from a lateral surface of an envelope of the roller.
4. The fluid pulse generator of claim 3, wherein at least some of the envelopes are
cylindrical.
5. The fluid pulse generator of claim 4, wherein at least some of the longitudinal axes
are arranged in parallel with each other.
6. The fluid pulse generator of claim 3, wherein at least some of the envelopes are
conical.
7. The fluid pulse generator of claim 6, wherein at least some of the longitudinal axes
are arranged along radii of the cross-section of the fluid conduit.
8. The fluid pulse generator of any preceding claim, wherein the occluded portion of
the cross-sectional area varies sinusoidally with the rotational position of at least one roller.
9. The fluid pulse generator of any preceding claim, further comprising a drive
mechanism opera bly coupled to the plurality of rollers t o cause rotation thereof.
10. The fluid pulse generator of claim 9, wherein the drive mechanism is configured to
rotate the plurality of rollers in the same direction.
11. The fluid pulse generator of claim 9, wherein the drive mechanism is configured to
rotate the plurality of rollers in alternatingly opposite directions.
12. The fluid pulse generator of claim 9, 10 or 11, further comprising a controller
configured t o operate the drive mechanism to thereby control at least one of a speed of
rotation, a direction of rotation, or rotational positions of the plurality of rollers.
13. The fluid pulse generator of any preceding claim, wherein the controller is
configured t o continuously rotate at least one of the rollers, and to modulate the speed or
direction of rotation based on a signal received by the controller.
14. The fluid pulse generator of any one of claims 1 to 12, wherein the controller is
configured t o control rotational positions of the plurality of rollers, based on a signal
received by the controller, to thereby generate discrete pressure pulses.
15. A method of generating fluid pulses in a fluid column, the method comprising:
actuating a fluid pulse generator disposed in a tool string within a wellbore, the tool string
containing the fluid column, the fluid pulse generator comprising,
a housing defining a fluid conduit therethrough and a valve structure disposed within
the fluid conduit, the valve structure comprising a plurality of rollers, each
roller rotata ble around a respective longitudinal axis extending across at least
part of a cross-section of the fluid conduit, the rollers collectively occluding at
least a portion of a cross-sectional area of the fluid conduit, and
a drive mechanism opera bly coupled to the plurality of rollers t o cause rotation
thereof,
wherein actuating the fluid pulse generator comprises
receiving information t o be communicated through the fluid column,
encoding the information in accordance with a selected communication protocol,
and
controlling the drive mechanism to cause rotation of the rollers in accordance with
the encoded information to generate a corresponding series of fluid pulses in
the fluid column.
16. The method of claim 15, wherein each roller defines a carve-out extending inwardly
from a lateral surface of an envelope of the roller.
17. The method of claim 15 or 16, wherein controlling the drive mechanism in
accordance with the encoded information comprises continuously rotating at least one of
the rollers, and varying a rotational speed or a direction of rotation.
18. The method of claim 15 or 16, wherein controlling the drive mechanism in
accordance with the encoded information comprises controlling rotational positions of the
rollers to create discrete pressure pulses.
19. A system comprising:
a drill string;
a drill bit attached to the drill string at a lower end thereof;
a measuring tool disposed in the drill string; and
a fluid pulse generator disposed in the drill string, the fluid pulse generator comprising:
a valve structure disposed within a fluid conduit defined through the drill string, the
valve structure comprising a plurality of rollers, each roller rotata ble around a
respective longitudinal axis extending across at least part of a cross-section of
the fluid conduit, wherein the rollers collectively occlude at least a portion of
a cross-sectional area of the fluid conduit, the occluded portion varying with
the rotational positions of the rollers,
a drive mechanism opera bly coupled to the plurality of rollers t o cause rotation
thereof, and
a controller commu nicatively coupled t o the drive mecha nism and the measuring
tool t o control the drive mechanism based on a signal received from the
measuring tool.
20. The system of claim 19, wherein the controller is configured t o receive, from the
measuring tool, information to be communicated through a fluid column in the tool string,
encode the information in accordance with a selected communication protocol, and control
the drive mechanism to ca use rotation of the rollers in accordance with the encoded
information to generate a corresponding series of fluid pulses in the fluid column.