Angular Offset Drilling Tool Ball-and-Socket Joint

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Solution Overview

Problem

Existing directional drilling technologies face challenges in efficiently steering and maneuvering drill strings to create curved boreholes due to limitations in flexible and precise control of the drill bit's path.

Innovation Solution

A dual-member drill string system incorporating a sub assembly with a ball-and-socket joint formed by a tubular collar, housing, and wedge, allowing for a fixed bend and independent rotation of outer and inner drill strings, enabling precise steering and curve creation in boreholes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a traditional single-member drill string is used, then the structure is simple, but the ability to create curved boreholes and steer the drill bit is limited

Engineering Contradiction:
Improveability to create curved boreholesVSAvoiddrill string structure
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The drill string is divided into two independent members (outer and inner) that can rotate independently. The outer member contains the sub assembly with ball-and-socket joint, while the inner member passes through the sub. This segmentation allows the outer member to remain stationary while the inner member rotates to steer the drill bit, enabling curved borehole creation without rotating the entire drill string.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The inner drill string member is nested within the outer drill string member. The inner member passes through the hollow interior of the outer member, allowing both members to coexist in a nested configuration. This enables the inner member to rotate independently for steering while the outer member provides structural support and remains stationary.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Ease of operation

If the outer drill string is rotated to steer the drill bit, then directional control is achieved, but it causes unnecessary wear and reduces drilling efficiency

Engineering Contradiction:
Improvedirectional controlVSAvoiddrilling efficiency
Core Design Contradiction:
Ease of operationVSProductivity

Solution Approach 1:

The rotation function is segmented from the outer drill string to the inner drill string. Only the inner member needs to rotate for steering, while the outer member remains stationary. This reduces wear on the outer string and allows continuous rotation without having to stop and reposition the entire drill string, improving drilling efficiency.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system allows dynamic rotation of the inner member independently of the outer member. The ball-and-socket joint provides dynamic steering capability, enabling the drill bit to change direction by rotating the inner member while the outer member maintains its position, optimizing both ease of operation and productivity.

Inventive Principle:
Principle #15Dynamics

3Manufacturing precision

If a fixed bend is incorporated in the drill string, then precise path deflection is achieved, but the device complexity increases

Engineering Contradiction:
Improvepath deflection accuracyVSAvoidsub assembly structure
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The sub assembly incorporates an asymmetric ball-and-socket joint with a fixed bend at a specific angle (e.g., 5 degrees). This asymmetric configuration provides precise path deflection in a specific direction while maintaining rotational freedom around the bend axis. The asymmetric design allows accurate control of the borehole trajectory without requiring complex multi-axis adjustment mechanisms.

Inventive Principle:
Principle #4Asymmetry

Data Source

PatentUS10808461B2Angular offset drilling tool
Publication Date: 2020.10.20 CHARLES MACHINE WORKS INC
  • US10808461B2 patent drawing
  • US10808461B2 patent drawing
  • US10808461B2 patent drawing

AI summary

An angular offset tool for directionally drilling an underground borehole is formed from a collar, a housing, and a wedge. The collar and the housing are joined by a ball-and-socket connection. An internal wedge is situated between the collar and the housing within the ball-and-socket connection such that the collar and housing are joined at a non-straight angle. At least one of the collar and the housing has a recess formed in an element of the ball-and-socket connection. The wedge is situated in the recess in contacting relationship with the collar and the housing. The wedge and the housing have interlocking features that prevent rotation of the wedge within the recess.