Hydraulic Brake Lock for Drill String Rotation Control

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Solution Overview

Problem

Horizontal directional drills face challenges in efficiently making up and breaking out pipe segments from the drill string, particularly in controlling the rotation and disconnection processes, which can lead to wear and inefficiency.

Innovation Solution

A rotation brake system comprising a motor, pinion, spindle, and brake assembly, where the brake lock is movable between engaged and disengaged positions to stop or allow rotation of the spindle assembly, utilizing a hydraulic actuator and splines for precise control, allowing for controlled rotation and disconnection of pipe segments.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If a brake assembly is added to control spindle rotation, then rotational control precision is improved, but device complexity increases

Engineering Contradiction:
Improverotational control precisionVSAvoiddevice complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The brake lock acts as an intermediary component between the hydraulic actuator and the pinion. It translates hydraulic linear motion into rotational locking/unlocking action, providing precise rotational control without requiring direct hydraulic connection to the spinning pinion. This mediator approach resolves the contradiction by enabling precise control while maintaining relatively simple system architecture.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The braking function is extracted as a separate, dedicated brake assembly rather than being integrated into the main drive mechanism. The brake lock, actuator, and housing form an independent modular unit that can be added to existing drill strings, providing rotational control precision without fundamentally redesigning the entire drive system, thus limiting the increase in overall device complexity.

Inventive Principle:
Principle #2Taking out (Extraction)

2Force

If the brake lock engages the pinion to stop rotation, then rotational stopping capability is improved, but wear on components increases

Engineering Contradiction:
Improverotational stopping capabilityVSAvoidcomponent wear
Core Design Contradiction:
ForceVSObject-affected harmful factors

Solution Approach 1:

The hydraulic actuator provides controlled, gradual engagement and disengagement of the brake lock with the pinion. Instead of sudden mechanical impact, hydraulic fluid pressure enables smooth transition, reducing shock loads and wear on both the brake lock and pinion teeth. The hydraulic system's inherent damping characteristics further minimize impact wear during engagement events.

Inventive Principle:
Principle #29Pneumatics and hydraulics

Solution Approach 2:

The brake assembly design incorporates features that cushion the engagement between brake lock and pinion. The hydraulic actuator system provides gradual pressure application, and the brake lock geometry is designed to engage smoothly with the pinion teeth, preventing sudden impacts that would cause wear. This beforehand cushioning approach protects components from harmful wear while maintaining effective stopping capability.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

3Ease of operation

If the brake assembly uses hydraulic actuator for precise control, then ease of operation is improved, but device complexity increases

Engineering Contradiction:
Improveease of operationVSAvoiddevice complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The hydraulic actuator system is integrated with the existing drill string hydraulic infrastructure. The brake assembly utilizes the already-present hydraulic fluid supply and control mechanisms in the drill string, eliminating the need for separate hydraulic pumps, reservoirs, or control systems. This self-service approach leverages existing system resources, providing ease of operation without proportionally increasing overall device complexity.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The brake assembly is designed to utilize the universal hydraulic control system already present in horizontal directional drilling equipment. The same hydraulic infrastructure that controls other drill string functions also actuates the brake, making the brake system easy to operate through existing controls while avoiding duplication of hydraulic components and reducing overall system complexity.

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

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 system effectively manages the rotation and disconnection of pipe segments, reducing wear and improving operational efficiency by ensuring precise control over the spindle assembly's rotation, thus extending the lifespan of components and enhancing drilling operations.

Implementation Method 1

The rotation brake may be hydraulically actuated

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

The brake lock and pinion are not in contact when the brake lock is in the first position and are rotationally locked when the brake lock is in the second position

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS11708725B2Drill string rotation brake
Publication Date: 2023.07.25 CHARLES MACHINE WORKS INC
  • US11708725B2 patent drawing
  • US11708725B2 patent drawing
  • US11708725B2 patent drawing

AI summary

A rotation brake for stopping rotation of a spindle assembly on a horizontal directional drill. The rotation brake comprises a brake lock that is actuated by a cylinder and spring to interact with a non-rotating brake cap and a rotating pinion, thereby stopping rotation of the pinion. The brake lock is removed from the pinion by applying pressurized fluid to a cylinder such that a cylinder rod moves the brake lock out of a cavity between the brake cap and the pinion. Upon removing fluid pressure from the cylinder, a compressed spring moves the brake lock back to into the cavity, preventing rotation.