Bi-stable Valve for Rotary Steerable Drilling Systems

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Solution Overview

Problem

Conventional valves in rotary steerable systems for directional drilling are limited by complex manufacture and maintenance, and they restrict the rotational speed of drill bits to a maximum of 200 RPM due to limited backflow capability.

Innovation Solution

A bi-stable valve design with a pressure-balanced mechanism, featuring a shaft with two valve members and chambers, allowing fluid flow through different apertures in closed and open positions, enabling higher rotational speeds by reducing the force required to actuate the valve and minimizing backflow.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Speed

If conventional valves are used in rotary steerable systems, then the system can control bias pads, but the rotational speed of the drill bit is limited to a maximum of 200 RPM due to limited backflow capability

Engineering Contradiction:
Improverotational speed of drill bitVSAvoidbackflow capability of valve
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The valve design incorporates a shaft that can dynamically position valve members between closed and open positions to control fluid flow. The bi-stable mechanism allows the valve to maintain stable positions while enabling rapid response to control signals, thereby supporting higher rotational speeds while maintaining adequate backflow capability

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The valve design changes the pressure parameters by creating pressure-balanced states in both closed and open positions. This pressure balancing reduces the force required to actuate the valve and improves its response characteristics, enabling it to function reliably at higher rotational speeds while maintaining backflow control

Inventive Principle:
Principle #35Parameter changes

2Reliability

If conventional valves are used to actuate bias pads, then the system can function, but the manufacture and maintenance become complex

Engineering Contradiction:
Improvevalve functionalityVSAvoidmanufacture and maintenance complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The valve is designed with segmented components including a shaft, valve members, and chambers that can be manufactured separately and assembled. This segmentation simplifies the manufacturing process and enables easier maintenance by allowing individual components to be replaced or serviced without affecting the entire valve assembly

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The bi-stable valve mechanism is designed to maintain its position through pressure balancing, reducing the need for continuous actuation force or complex control systems. This self-sustaining characteristic simplifies both manufacture and maintenance by eliminating the need for additional force-generating components or complex control electronics

Inventive Principle:
Principle #25Self-service

3Speed

If conventional valves are used, then the system can operate, but erosion occurs due to limited backflow capability at high rotational speeds

Engineering Contradiction:
Improverotational speed of drill bitVSAvoiderosion of valve components
Core Design Contradiction:
SpeedVSObject-affected harmful factors

Solution Approach 1:

The valve design converts the potential harmful effect of high-speed operation into a benefit by using pressure balancing to control fluid flow more effectively. The bi-stable mechanism ensures that pressure differentials are managed in both closed and open positions, reducing turbulent flow and minimizing erosive forces on valve components while enabling higher operational speeds

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

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

The bi-stable valve allows for higher RPMs, up to 600-700 RPM, compared to conventional valves limited to 180-220 RPM, while maintaining pressure balance and reducing erosion, thus enhancing drilling efficiency and tool reliability.

Implementation Method 1

a first state in which an exhaust port and a pad port are exposed to a first pressure and an inlet port is exposed to a second pressure greater than the first pressure, and a second state in which the exhaust port, the pad port, and the inlet port are exposed to the second pressure

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

A bi-stable actuator can be provided to control the movement of the shaft

Methodology Applied
Scientific EffectBi-stable actuation: Metastability

Data Source

PatentUS9435157B2Bottom hole assembly including bi-stable valves
Publication Date: 2016.09.06 SCHLUMBERGER TECH CORP
  • US9435157B2 patent drawing
  • US9435157B2 patent drawing
  • US9435157B2 patent drawing

AI summary

A bi-stable valve includes a first chamber having a first aperture and a second aperture, and a second chamber having a first aperture and a second aperture. The bi-stable valve also includes a shaft having a first valve member adjacent a first end of the shaft and a second valve member adjacent an opposite second end of the shaft. The shaft is movable between a first position, in which the first valve member closes off the second aperture of the first chamber and the second valve member closes off the second aperture of the second chamber to prevent fluid from passing through the second apertures of the first and second chambers, and a second position, in which the first valve member and the second valve member allow fluid to pass through the second aperture of the first chamber and the second aperture of the second chamber.