Downhole Rotational Rate Control via Mud Flow Modulation

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Solution Overview

Problem

Conventional downhole motor systems face challenges in controlling and correcting deviated wellbore paths due to difficulties in orienting the drill string and the necessity of using slide drilling techniques, leading to complications in maintaining desired vertical or directional wellbore paths.

Innovation Solution

A rotational rate control apparatus comprising a progressive cavity motor, drive shaft, mud flow control valve, and motor control assembly, which uses sensors and an electronically controlled mud flow control valve to regulate drilling fluid flow, allowing for precise control of the rotational rate of downhole tools and deviation assemblies to correct wellbore deviations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional downhole motor systems are used to control wellbore paths, then wellbore path control is achieved, but operational complexity increases and reliability decreases due to difficulties in orienting the drill string and necessity of slide drilling techniques

Engineering Contradiction:
Improvewellbore path control reliabilityVSAvoidoperational complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces conventional mechanical drill string orientation systems with a downhole motor system that uses drilling fluid flow control to achieve directional drilling. The mud flow control valve assembly regulates fluid flow to the motor, enabling the drill bit to change direction without complex mechanical orientation mechanisms, thereby reducing operational complexity while maintaining path control reliability

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The system controls wellbore path by changing the flow rate parameter of drilling fluid to the downhole motor. By varying the mud flow rate through the valve assembly, the motor speed and thus the wellbore deviation rate are controlled, providing a simple yet reliable method for path correction without complex mechanical systems

Inventive Principle:
Principle #35Parameter changes

2Ease of operation

If slide drilling techniques are used with steerable downhole motors, then wellbore path correction is possible, but ease of operation deteriorates due to difficulty in controlling drill string orientation

Engineering Contradiction:
Improvewellbore path correction easeVSAvoiddrill string orientation control complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent extracts the orientation control function from the drill string mechanical system and relocates it to the downhole motor system. By taking out the orientation control from the surface-operated drill string and placing it downhole where fluid flow can be easily regulated, the system achieves simpler operation while maintaining path correction capability

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

Drilling fluid serves as an intermediary medium between the surface control system and the downhole motor. The fluid transmits both the power to rotate the bit and the control signal (via flow rate modulation) to the motor, eliminating the need for complex mechanical orientation mechanisms and simplifying operation

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If conventional drill string rotation methods are used, then drill bit rotation is achieved, but adaptability decreases when encountering subsurface obstacles that cause wellbore deviation

Engineering Contradiction:
Improvewellbore path adaptationVSAvoiddrill string configuration complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent introduces dynamic control of the drill bit rotation by using a downhole motor whose speed can be continuously adjusted via mud flow rate control. This dynamic adjustment capability allows the system to adapt to subsurface obstacles and correct wellbore deviations in real-time, providing versatility without requiring complex drill string reconfigurations

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The downhole motor system performs multiple functions: it rotates the drill bit, controls the rotation speed, and enables directional drilling through flow rate modulation. This multi-functionality provides adaptability to various drilling conditions and obstacles without increasing device complexity, as a single system handles what would otherwise require multiple specialized components

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS9822587B2Method and apparatus for controlling downhole rotational rate of a drilling tool
Publication Date: 2017.11.21 NOV CANADA ULC
  • US9822587B2 patent drawing
  • US9822587B2 patent drawing
  • US9822587B2 patent drawing

AI summary

A downhole rotational rate control apparatus, adapted for coupling to the lower end of a drill string, includes a progressive cavity pump or motor, a mud flow control valve, and an electronics section. Drilling mud flowing downward through the drill string is partially diverted to flow through the pump or motor, with the mud flow rate and, in turn, the pump or motor speed being controlled by the mud flow control valve. The control valve is actuated by a control motor in response to inputs from a sensor assembly in the electronics section. By varying the rotational rate of the pump or motor relative to the rotational rate of the drill string, the tool face orientation or non-zero rotational speed of the controlled device in either direction can be varied in a controlled manner.