Differential Pressure Release Sub for Drilling Fluid Circulation

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Solution Overview

Problem

During subterranean drilling, obstructions in the drill string can prevent circulation of drilling fluid, leading to stuck drill bits and costly retrieval operations due to loss of lubrication and cooling action.

Innovation Solution

A differential pressure release sub that opens via differential pressure to re-establish fluid circulation between the drill string and well bore, featuring a piston with O-rings of varying surface areas and shear pins to facilitate fluid flow when pressure differentials exceed a threshold, allowing the drill bit and string to be extracted without manual retrieval.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If drilling fluid circulation is maintained through the drill string, then the drill bit is cooled and lubricated effectively, but the system becomes vulnerable to obstructions from backflowing medium particles that can block the drill string

Engineering Contradiction:
Improvedrill bit cooling and lubrication effectivenessVSAvoidobstruction from backflowing medium particles
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The differential pressure release sub is pre-installed in the drill string with a closed piston that seals the fluid port. This preliminary configuration allows normal drilling operations to proceed while preparing the obstruction relief mechanism in advance. When obstructions occur, the differential pressure automatically actuates the piston to open the fluid port, restoring circulation without requiring manual intervention or drill string retrieval

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The differential pressure release sub acts as an intermediary device between the drill string interior and the annulus. It provides a controlled bypass path for drilling fluid when obstructions occur, allowing fluid to flow around the obstruction rather than completely blocking circulation. This mediator mechanism preserves drill bit cooling and lubrication while accommodating the presence of obstructions

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If the drill string is retrieved manually to remove obstructions, then the obstruction can be cleared, but expensive and time-consuming retrieval operations are required

Engineering Contradiction:
Improvedrilling operation continuityVSAvoidtime for retrieval operations
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The differential pressure release sub is designed to activate automatically when obstructions occur. The buildup of differential pressure across the blocked drill string automatically actuates the piston mechanism, opening the fluid port to bypass the obstruction. This self-service mechanism eliminates the need for manual retrieval operations, maintaining drilling productivity and avoiding time losses associated with bringing the drill string to surface for clearing obstructions

Inventive Principle:
Principle #25Self-service

3Ease of operation

If a differential pressure release sub is installed to automatically open and resume circulation, then retrieval operations are avoided, but the device complexity increases

Engineering Contradiction:
Improveautomatic obstruction reliefVSAvoidpiston mechanism with O-rings and shear pins
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The differential pressure release sub utilizes hydraulic principles to achieve automatic actuation. The piston mechanism responds to differential pressure buildup caused by obstructions, automatically opening the fluid port when the pressure differential exceeds the holding force of the shear pins and O-ring seals. This hydraulic actuation system provides simple, reliable automatic obstruction relief without requiring complex control systems, sensors, or external power sources

Inventive Principle:
Principle #29Pneumatics and hydraulics

Solution Approach 2:

The device operates by detecting changes in pressure parameters within the drill string. When obstructions cause differential pressure to exceed a predetermined threshold, the pressure parameter change automatically triggers the piston to move and open the fluid port. This parameter-based control mechanism provides automatic obstruction relief while maintaining relatively simple device architecture, as it relies on inherent pressure changes during drilling operations rather than additional control systems

Inventive Principle:
Principle #35Parameter changes

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 solution effectively re-establishes drilling fluid circulation, reducing the need for expensive and laborious retrieval operations by automatically opening to allow fluid flow around obstructions, thus minimizing delays and costs.

Implementation Method 1

a first O-ring having a first surface area carried by the piston and sealingly engaging the sub housing; a second O-ring having a second surface area less than the first surface area of the first O-ring carried by the piston and sealingly engaging the sub housing

Methodology Applied
Scientific EffectDifferential pressure: Pressure Gradient

Data Source

PatentUS8960334B1Differential pressure release sub
Publication Date: 2015.02.24 BRANTON CHRISTOPHER A
  • US8960334B1 patent drawing
  • US8960334B1 patent drawing
  • US8960334B1 patent drawing

AI summary

A differential pressure release sub includes a sub housing having a housing bore, a piston chamber communicating with the housing bore and at least one fluid port communicating with the piston chamber. A piston having a piston bore is disposed for axial displacement in the piston chamber from a first position wherein the at least one fluid port is fluidly sealed from the piston bore to a second position wherein the at least one fluid port is disposed in fluid communication with the piston bore. A first surface having a first surface area is on the piston. A second surface having a second surface area less than the first surface area of the first surface is on the piston.