Compound-Angle Bearing Assembly for Low-Friction Directional Drilling

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Solution Overview

Problem

Directional drilling operations face challenges due to increased bit orbit diameter, friction, and vibration caused by external angles introduced by bent subs in the bottom hole assembly, limiting rotary mode operation and efficiency.

Innovation Solution

A bearing assembly design featuring an upper and lower bearing housing with a driveshaft positioned within, where the bearing housings are machined to intersect at an angle, allowing for a sliding mode of operation and reducing friction through oil-lubricated radial and thrust bearings, and a control valve assembly to manage fluid pressure and rotation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a bent sub is used to introduce an angle in the wellbore, then directional drilling capability is improved, but bit orbit diameter increases and rotary mode operation is limited

Engineering Contradiction:
Improvedirectional drilling capabilityVSAvoidrotary mode rotation speed
Core Design Contradiction:
Adaptability or versatilityVSSpeed

Solution Approach 1:

Instead of bending the drill string externally with a bent sub, the invention inverts the approach by creating an internal angle within the bearing assembly itself. The bore longitudinal axis is formed at an angle to the bearing housing longitudinal axis, allowing the drive shaft to rotate concentrically while the housing provides the directional angle. This eliminates the external bend and enables rotary mode operation.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The invention transitions from a single-axis rotation system to a multi-axis system. The drive shaft rotates along the bore longitudinal axis while the bearing housing is oriented at an angle relative to the drill string axis. This dimensional change allows simultaneous achievement of rotary rotation and directional drilling capability without the limitations of traditional bent subs.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Adaptability or versatility

If a bent sub is used to introduce an angle, then toolface angle adjustment is enabled, but friction and vibration increase

Engineering Contradiction:
Improvetoolface angle adjustmentVSAvoidfriction and vibration
Core Design Contradiction:
Adaptability or versatilityVSObject-generated harmful factors

Solution Approach 1:

The invention extracts the angle-introduction function from the drill string configuration and relocates it to the bearing assembly internal structure. By forming the bore axis at an angle to the housing axis within the bearing assembly itself, the need for external bent subs is eliminated, thereby removing the source of increased friction and vibration.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The bearing assembly acts as an intermediary between the drill string and the drill bit. It receives rotational input from the drill string along one axis and transmits it to the drill bit along an angled axis through its internally angled bore configuration. This intermediary function enables toolface angle adjustment without requiring external bending, thus reducing friction and vibration.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If external angles are introduced by bent subs, then directional control is achieved, but drill string friction increases

Engineering Contradiction:
Improvedirectional controlVSAvoiddrill string friction
Core Design Contradiction:
Adaptability or versatilityVSForce

Solution Approach 1:

Rather than bending the drill string externally to achieve directional control, the invention inverts the approach by creating the angle internally within the bearing assembly. The bore longitudinal axis is formed at an angle to the bearing housing longitudinal axis, allowing directional control to be achieved through internal geometry rather than external bending, thereby reducing drill string friction.

Inventive Principle:
Principle #13The other way round (Inversion)

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

Enables efficient directional drilling by reducing bit orbit diameter, increasing rotary mode rotation speed, and maintaining toolface angle stability, while allowing for both sliding and rotary drilling operations with reduced vibration and friction.

Implementation Method 1

reducing friction through oil-lubricated radial and thrust bearings

Methodology Applied
Scientific EffectLubrication: Lubrication

Implementation Method 2

providing fluid pressure from the interior of the upper bearing housing to the control piston cylinder through the fluid supply port, valve port, output port, and control port

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Data Source

PatentEP4242415B1Compound angle bearing assembly
Publication Date: 2024.09.18 TURBO DRILL IND INC
  • EP4242415B1 patent drawingFigure 1
  • EP4242415B1 patent drawingFigure 2
  • EP4242415B1 patent drawingFigure 3~4

AI summary

A bearing housing for a bottomhole assembly of a downhole tool includes an upper bearing housing, lower bearing housing, and a driveshaft. The upper bearing housing and lower bearing housing include a bore defining a bore longitudinal axis. The outer surface of the upper bearing housing defining a bearing housing longitudinal axis, the bearing housing longitudinal axis formed at an angle to the bore longitudinal axis. The upper bearing housing may be formed by forming a bore through an upper bearing housing blank and subsequently forming the outer surface of the upper bearing housing concentric with the bearing housing longitudinal axis.