Bit Saver Assembly WOB Control via Fluid Diversion

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Solution Overview

Problem

Current drilling technologies face challenges in managing weight-on-bit (WOB) forces during wellbore drilling, as excessive WOB can lead to drill bit wear and damage, while insufficient WOB reduces penetration rates, increasing rig time and costs.

Innovation Solution

A bit saver assembly that includes an outer housing and valve sleeves with a spring-loaded inner assembly, which adjusts drilling fluid flow to manage WOB by switching between non-actuated and actuated positions based on the applied force, reducing WOB when it exceeds a predetermined countervailing force, thereby protecting the drill bit and optimizing penetration.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If WOB is increased to improve penetration rate, then productivity increases, but drill bit wear and damage increases

Engineering Contradiction:
Improvepenetration rateVSAvoiddrill bit durability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The bit saver assembly incorporates a feedback mechanism where drilling fluid pressure, which correlates with WOB, activates a valve sleeve to divert excess fluid flow when WOB exceeds the optimal range. This automatic feedback loop maintains WOB within acceptable limits, preventing bit damage while preserving penetration efficiency.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The invention uses hydraulic principles by leveraging drilling fluid pressure to actuate the valve sleeve. When WOB increases, the resulting increase in drilling fluid pressure forces the valve sleeve to divert fluid through alternative pathways, thereby reducing WOB back to optimal levels without mechanical sensors or electronic controls.

Inventive Principle:
Principle #29Pneumatics and hydraulics

2Reliability

If WOB is decreased to prevent bit damage, then drill bit life extends, but penetration rate reduces

Engineering Contradiction:
Improvedrill bit lifeVSAvoidpenetration rate
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The bit saver assembly dynamically adjusts WOB in real-time based on actual drilling conditions. The valve sleeve automatically modulates fluid flow to maintain WOB within the optimal range, allowing the system to adapt to changing formation characteristics and drill bit wear states, thereby maximizing both bit life and penetration rate.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The invention changes the parameter of drilling fluid flow rate dynamically in response to WOB variations. By adjusting fluid flow through the valve sleeve, the system modifies the hydraulic pressure acting on the drill bit, thereby controlling WOB to optimize the balance between penetration rate and bit durability.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If a complex WOB control system is implemented to manage WOB precisely, then WOB management improves, but device complexity increases

Engineering Contradiction:
ImproveWOB control precisionVSAvoidcontrol system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The bit saver assembly is a self-regulating system that automatically controls WOB without external intervention. The drilling fluid pressure itself acts as the control signal, and the valve sleeve automatically diverts fluid flow when WOB exceeds optimal levels, eliminating the need for complex electronic sensors, actuators, or control algorithms.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The valve sleeve serves as a simple mechanical intermediary that translates drilling fluid pressure changes into WOB control actions. This single moving part provides precise WOB control by diverting fluid flow, replacing complex electronic control systems with a straightforward hydraulic mechanism.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 bit saver assembly effectively reduces dynamic WOB fluctuations, prevents bit damage, and maintains optimal penetration rates by automatically adjusting drilling fluid flow, thereby extending drill bit life and reducing operational costs.

Implementation Method 1

The inner assembly may have a spring positioned within the inner bore of the outer housing and operatively connected to the inner valve sleeve. The spring may have a preload force.

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

to place the one or more apertures of the inner valve sleeve in the actuated position based on a the WOB force being greater than the countervailing force

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Data Source

PatentUS11702897B2Bit saver assembly and method
Publication Date: 2023.07.18 WORKOVER SOLUTIONS INC
  • US11702897B2 patent drawing
  • US11702897B2 patent drawing
  • US11702897B2 patent drawing

AI summary

A bit saver assembly having an inner valve sleeve that actuates upon the weight-on-bit (WOB) of the drill bit exceeding a threshold value to overcome the countervailing force provided by a spring contained within the bit saver assembly and the internal flow pressure of the drilling fluid at the area of the inner valve sleeve. Actuation of the inner valve sleeve opens a fluid passage to the wellbore annulus resulting in a reduction of drilling fluid flow pressure and the stretch of the drill string thereby reducing WOB of the drill bit without operator assistance.