Bottom-Hole Assembly Phase and Weight Balance Control

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Solution Overview

Problem

Managing the weight and hydraulic energy distribution between drill bits and reamers in wellbore drilling is challenging, particularly when transitioning through formations with varying geological properties, leading to inefficient drilling and potential tool damage due to vibration and phase imbalances.

Innovation Solution

A bottom-hole assembly equipped with sensor subs and a communications module that monitors operational parameters of both drill bits and reamers, adjusting their separation distance and phase angle to maintain a balanced weight distribution and synchronize cutting phases, thereby optimizing drilling efficiency and minimizing vibrations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the drill bit and reamer are used simultaneously in formations with varying geological properties, then the drilling capability is improved, but the weight distribution becomes unbalanced leading to reduced drilling efficiency

Engineering Contradiction:
Improvedrilling capabilityVSAvoiddrilling efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The system dynamically adjusts the axial position of the reamer relative to the drill bit based on real-time monitoring of weight distribution and formation properties. This dynamic positioning allows the cutting structures to adapt their weight share according to formation hardness, maintaining optimal drilling efficiency across varying geological conditions

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system continuously monitors the weight distribution between the drill bit and reamer using sensors, and uses this feedback to adjust the reamer's axial position. This closed-loop control ensures that the weight distribution remains balanced even when transitioning through formations with different geological properties

Inventive Principle:
Principle #23Feedback

2Productivity

If the weight is higher on the reamer than on the drill bit, then the reamer can effectively enlarge the wellbore, but vibration is generated in the drill string reducing drilling performance

Engineering Contradiction:
Improvewellbore enlargement capabilityVSAvoidvibration
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

The system dynamically adjusts the reamer's axial position to maintain optimal weight distribution, preventing excessive weight on the reamer that would cause vibration. This dynamic control allows the system to maintain wellbore enlargement capability while minimizing harmful vibrations in the drill string

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system proactively adjusts the reamer position before excessive weight distribution occurs, preventing vibration generation rather than correcting it after the fact. This preliminary adjustment maintains smooth operation and prevents harmful effects before they manifest

Inventive Principle:
Principle #9Preliminary anti-action

3Speed

If the drill bit and reamer operate with imbalanced weight distribution, then one cutting structure may advance faster, but phase reversal occurs causing excessive vibration

Engineering Contradiction:
Improvecutting structure advancement speedVSAvoidexcessive vibration
Core Design Contradiction:
SpeedVSObject-affected harmful factors

Solution Approach 1:

The system monitors the operational parameters of both the drill bit and reamer, including their relative positions and weight distribution, and uses this feedback to adjust the reamer's axial position. This ensures that both cutting structures operate in phase, preventing phase reversal and the resulting excessive vibration

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system dynamically adjusts the reamer's axial position to maintain synchronized operation with the drill bit. This dynamic synchronization ensures that both cutting structures advance at appropriate rates without causing phase reversal, thereby preventing excessive vibration

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS9359823B2Systems and methods of adjusting weight on bit and balancing phase
Publication Date: 2016.06.07 HALLIBURTON ENERGY SERVICES INC
  • US9359823B2 patent drawing
  • US9359823B2 patent drawing
  • US9359823B2 patent drawing

AI summary

Disclosed are systems and methods of balancing weight distribution between downhole cutting tools. One system includes a drill bit arranged at a distal end of the bottom-hole assembly, a first sensor sub arranged proximate to the drill bit and configured to monitor one or more operational parameters corresponding to the drill bit, a reamer axially-offset from the drill bit on the bottom-hole assembly, a second sensor sub arranged proximate to the reamer and configured to monitor one or more operational parameters of the reamer, and a communications module communicably coupled to the first and second sensor subs and configured to communicate one or more corrective action signals when the one or more operational parameters of the drill bit and the reamer surpass a predetermined operating threshold.