Downhole Bearing System Load Distribution

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Solution Overview

Problem

Bearing systems in roller cone drill bits experience deterioration due to high loads and friction, leading to misalignment and excessive wear, which results in bit failure and costly removal and replacement.

Innovation Solution

A bearing system comprising a head washer, a substantially planar shaft washer, and multiple bearings between these components, with a tensioner bolt compressing the bearings to eliminate play and enhance load distribution, utilizing tapered or cylindrical rolling bearings and polycrystalline diamond compact bearings for improved durability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If conventional clearance is provided between mating components of cones and heads, then manufacturing and assembly are easier, but misalignment and excessive wear occur during drilling

Engineering Contradiction:
Improvemanufacturing and assemblyVSAvoidalignment and wear
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The bearing system is pre-assembled with specific clearance specifications between the cone, head, and bearing components during manufacturing. This preliminary assembly ensures proper alignment and load distribution is established before the bearing enters service, preventing misalignment and excessive wear during drilling operations while maintaining ease of manufacture through standardized pre-set clearances

Inventive Principle:
Principle #10Preliminary action

2Productivity

If high loads are applied during drilling, then productivity increases, but friction and heat generation cause bearing deterioration

Engineering Contradiction:
Improvedrilling outputVSAvoidbearing durability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The bearing system divides the load-carrying function into multiple components: the bearing elements handle radial and axial loads, while the lubricant reservoir and pressure compensator separately manage lubrication and pressure equalization. This segmentation allows high loads to be applied for increased productivity while the dedicated lubrication system prevents bearing deterioration through continuous lubricant supply and heat dissipation

Inventive Principle:
Principle #1Segmentation

3Productivity

If borehole fluid pressure is high, then drilling efficiency improves, but fluid invasion into lubricated volumes causes bearing failure

Engineering Contradiction:
Improvedrilling efficiencyVSAvoidbearing protection
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The pressure compensator acts as an intermediary mechanism between the high-pressure borehole environment and the lubricated bearing volumes. It equalizes the pressure inside the bearing assembly with the external borehole fluid pressure, preventing fluid invasion that would cause bearing failure while allowing high drilling efficiency to be maintained

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 solution significantly reduces wear and misalignment, extending the life of the drill bit by maintaining precise alignment and distributing loads effectively, thereby reducing the frequency and cost of bit replacement.

Implementation Method 1

a tensioner bolt compressing the bearings to eliminate play and enhance load distribution

Methodology Applied
Scientific EffectMechanical Force: Mechanical Force

Implementation Method 2

utilizing tapered or cylindrical rolling bearings and polycrystalline diamond compact bearings for improved durability

Methodology Applied
Scientific EffectRolling contact: Ball Bearing

Implementation Method 3

utilizing tapered or cylindrical rolling bearings and polycrystalline diamond compact bearings for improved durability

Methodology Applied
Scientific EffectMaterial hardness:

Data Source

PatentUS10119335B2Bearings for downhole tools, downhole tools incorporating such bearings, and related methods
Publication Date: 2018.11.06 BAKER HUGHES CO
  • US10119335B2 patent drawing
  • US10119335B2 patent drawing
  • US10119335B2 patent drawing

AI summary

A bearing system configured for use on a downhole tool including a rolling cutter member having a plurality of cutting structures thereon comprises a first plurality of bearings disposed between a head washer and an at least substantially planar shaft washer, and a second plurality of bearings disposed between the at least substantially planar shaft washer and a rolling cutter washer. A downhole tool, such as an earth-boring rotary rolling cutter drill bit includes such a bearing system between a rolling cutter and a head of a bit body. Methods of forming such a downhole tool include the assembly of such a bearing system between a rolling cutter and a head of a bit body.