Drill String Weight Control via Holdback Valve

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Mobile drilling machines face inefficiencies due to varying drill string weight, which affects hydraulic pressure and leads to undesired forces on the drill bit, resulting in inefficient drilling and reduced bit life, as existing systems fail to maintain consistent hydraulic force during extension and retraction.

Innovation Solution

A control system with a hydraulic cylinder, counterbalance valve, and holdback valve, controlled by a controller that adjusts the pilot force based on hydraulic fluid pressure and valve position, ensuring consistent effective weight on the drill bit regardless of drill string weight, by calibrating the holdback valve to maintain hydraulic pressure across the extend chamber.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If the hydraulic force on the retracting side is not adjusted for varying drill string weight, then the system is simple to operate, but undesired forces on the drill bit occur resulting in inefficient drilling and reduced bit life

Engineering Contradiction:
Improvedrilling efficiencyVSAvoidhydraulic control system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The system uses a holdback valve that automatically adjusts the counterbalance valve setting based on feedback from the retracting chamber pressure, which varies with drill string weight. This closed-loop feedback mechanism maintains consistent extend pressure and effective weight on bit without requiring manual intervention or complex external control systems.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The holdback valve is designed to self-adjust the counterbalance valve setting based on the actual retracting chamber pressure conditions. The valve automatically compensates for varying drill string weights through its inherent pressure-responsive characteristics, eliminating the need for external control systems or manual adjustments.

Inventive Principle:
Principle #25Self-service

2Force

If the hydraulic pressure is increased to maintain consistent extend force, then the force on the drill bit is improved, but the required pressure on the extend side increases leading to higher energy consumption

Engineering Contradiction:
Improveforce on drill bitVSAvoidhydraulic energy consumption
Core Design Contradiction:
ForceVSUse of energy by moving object

Solution Approach 1:

The counterbalance valve creates a counteracting force in the retracting chamber that balances the varying weight of the drill string. By opposing the gravitational force on the drill string with hydraulic pressure, the system maintains consistent extend pressure without requiring excessive hydraulic power, as the counterbalance force naturally compensates for weight variations.

Inventive Principle:
Principle #8Anti-weight (Counterweight)

3Force

If manual adjustment of hydraulic pressure is made for each weight change, then consistent force on drill bit is maintained, but the drilling cycle time increases

Engineering Contradiction:
Improveconsistent force on drill bitVSAvoiddrilling cycle time
Core Design Contradiction:
ForceVSLoss of time

Solution Approach 1:

The holdback valve continuously maintains the appropriate counterbalance setting as drill string weight changes during the drilling operation. As pipes are added or removed, the valve automatically adjusts to maintain consistent extend pressure without interrupting the drilling cycle, ensuring continuous productive operation without manual intervention.

Inventive Principle:
Principle #20Continuity of useful action

4Stability of the object's composition

If the counterbalance valve is kept closed to maintain pressure, then the drill string position is stable, but the drill string cannot be extended or retracted

Engineering Contradiction:
Improvedrill string position stabilityVSAvoiddrill string movement capability
Core Design Contradiction:
Stability of the object's compositionVSEase of operation

Solution Approach 1:

The holdback valve dynamically adjusts the counterbalance valve opening based on operational requirements and retracting chamber pressure conditions. The system transitions from a static closed position to a dynamically adjustable state, allowing the counterbalance valve to open or close as needed to enable drill string movement while maintaining stability when movement is not required.

Inventive Principle:
Principle #15Dynamics

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 maintains consistent effective weight on the drill bit, enhancing drilling efficiency and bit life by stabilizing hydraulic forces during changes in drill string weight, thereby reducing cycle time and improving drilling performance.

Implementation Method 1

a hydraulic cylinder coupled to the drill string to provide a motive force for the vertical movement of the drill string, the hydraulic cylinder having an extend chamber and a retract chamber

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

a counterbalance valve selectively opening to fluidly couple the retract chamber to a drain

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 3

a holdback valve selectively controlled to adjust the opening of the counterbalance valve based on a weight of the drill string

Methodology Applied
Scientific EffectPilot pressure control: Hydraulic Press

Data Source

PatentUS10837233B2Control system for drilling machines
Publication Date: 2020.11.17 CATERPILLAR INC
  • US10837233B2 patent drawing
  • US10837233B2 patent drawing
  • US10837233B2 patent drawing

AI summary

A control system for a drilling machine includes a vertically movable and rotatable drill string having a drill bit at a distal end, a hydraulic cylinder coupled to the drill string to provide a motive force for the vertical movement of the drill string, the hydraulic cylinder having an extend chamber and a retract chamber, a counterbalance valve selectively opening to fluidly couple the retract chamber to a drain, and a holdback valve selectively controlled to adjust the opening of the counterbalance valve based on a weight of the drill string.