Actuation Apparatus for Directional Drilling Module

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Solution Overview

Problem

Directional borehole operations face challenges such as drill string buckling and reduced hole cleaning efficiency when halting rotation during directional changes, which are limitations in slide drilling systems, whereas directional drilling systems overcome these by maintaining continuous rotation but require advanced mechanisms for precise directional control.

Innovation Solution

A directional drilling module with a steerable shaft and cam assembly, combined with an actuation apparatus that includes a housing with rotatable rings and a motor-driven motion assembly, allows for dynamic control of the drill bit's direction by deflecting the shaft within a spherical bearing system, enabling continuous rotation and precise directional changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If slide drilling is used to change direction, then directional control is achieved, but drill string rotation must be halted causing buckling and reduced hole cleaning efficiency

Engineering Contradiction:
Improvedirectional controlVSAvoidhole cleaning efficiency
Core Design Contradiction:
Measurement precisionVSProductivity

Solution Approach 1:

The patent applies dynamics by enabling the drill string to maintain continuous rotation while directional changes are achieved through a movable bent housing mechanism. The housing can be dynamically adjusted to deflect the drill bit in desired directions without requiring the entire drill string to stop rotating, thus maintaining hole cleaning efficiency while achieving precise directional control.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent segments the drill string into distinct functional sections, including a rotatable bent housing that can be independently actuated. This segmentation allows the directional control function to be separated from the rotation function, enabling the main drill string to continue rotating while only the bent housing section is adjusted for directional changes.

Inventive Principle:
Principle #1Segmentation

2Measurement precision

If drill string rotation is halted for directional changes, then directional control is achieved, but buckling occurs in the wellbore

Engineering Contradiction:
Improvedirectional controlVSAvoiddrill string stability
Core Design Contradiction:
Measurement precisionVSStability of the object's composition

Solution Approach 1:

The patent uses dynamics to maintain drill string stability by enabling continuous rotation. The bent housing is designed as a movable component that can be actuated during rotation to change direction, preventing the buckling that would occur if the entire drill string were halted. The dynamic adjustment of the bent housing angle allows directional changes without compromising drill string stability.

Inventive Principle:
Principle #15Dynamics

3Productivity

If directional drilling with continuous rotation is used, then hole cleaning efficiency is maintained, but advanced mechanisms are required for precise directional control

Engineering Contradiction:
Improvehole cleaning efficiencyVSAvoiddirectional control mechanism
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent reduces device complexity by segmenting the directional control function into a dedicated bent housing component that can be independently actuated. This allows the main drill string to remain simple and capable of continuous rotation, while the bent housing section provides the necessary directional control capabilities through its own actuation system.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent employs dynamic control of the bent housing angle to achieve precise directional control without requiring complex mechanisms throughout the entire drill string. The bent housing can be dynamically adjusted during drilling operations, providing flexible directional control while maintaining the simplicity of continuous rotation for the main drill string.

Inventive Principle:
Principle #15Dynamics

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

This solution enables efficient directional control of the drill bit during directional drilling, maintaining continuous rotation and improving hole cleaning efficiency while allowing for precise directional changes, overcoming the deficiencies of slide drilling systems.

Implementation Method 1

deflecting the shaft within a spherical bearing system

Methodology Applied
Scientific EffectSpherical bearing: Ball Bearing

Data Source

PatentUS10851591B2Actuation apparatus of a directional drilling module
Publication Date: 2020.12.01 HALLIBURTON ENERGY SERVICES INC
  • US10851591B2 patent drawing
  • US10851591B2 patent drawing
  • US10851591B2 patent drawing

AI summary

An actuation apparatus includes a housing comprising a housing bore extending through the housing, an adjustment shaft comprising an adjustment shaft bore extending through the adjustment shaft, the adjustment shaft positioned at least partially within housing bore, and a steering shaft positioned at least partially within the adjustment shaft bore and rotatable with respect to the adjustment shaft.