Drill String Thread Jamming Prevention

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Solution Overview

Problem

Existing thread designs, particularly in high torque, high power, and high speed applications, are prone to jamming and cross-threading due to their inherent wedging mechanisms, which can lead to significant damage and reduced fluid-tight seals in drilling operations.

Innovation Solution

The development of drill string components with threads featuring a leading end oriented at an acute angle relative to the central axis, providing an abrupt transition to full thread depth and width, which reduces the likelihood of jamming and cross-threading by eliminating tail-type thread starts and promoting a sliding interface during mating.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If traditional tail-type thread starts are used, then threading can be standardized and manufactured easily, but jamming and cross-threading occur due to wedging mechanisms in high torque applications

Engineering Contradiction:
Improvethread manufacturingVSAvoidthreaded joint reliability
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The patent extracts and removes the problematic tail-type thread start geometry from the thread design. By eliminating the gradual taper transition that causes wedging, the invention prevents the jamming mechanism while maintaining standard thread forms for the majority of the thread length, thus preserving ease of manufacture while improving reliability

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

Instead of using a traditional gradual taper from small to large diameter (tail-type start), the invention inverts the approach by providing an abrupt transition to full thread depth and width. This reversal of the transition geometry eliminates the wedging action that causes jamming in high torque applications

Inventive Principle:
Principle #13The other way round (Inversion)

2Adaptability or versatility

If tapered threads are used to accommodate size differences, then mating of different sized components is enabled, but jamming becomes more common due to the wedging mechanism

Engineering Contradiction:
Improvecomponent size accommodationVSAvoidjamming and cross-threading
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The patent converts the harmful wedging mechanism into a beneficial sliding interface. By designing the thread start to promote sliding rather than wedging, the invention eliminates jamming while maintaining the ability to accommodate size differences between mating components through controlled abrupt transitions

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

3Adaptability or versatility

If standard thread designs are used, then interchangeability between manufacturers is achieved, but innovation in thread design is diminished and jamming persists in high power applications

Engineering Contradiction:
Improvethread interchangeabilityVSAvoidresistance to jamming
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent applies local quality by modifying only the thread start geometry (the local region where jamming occurs) while maintaining standard thread forms for the remainder of the thread. This localized modification preserves interchangeability with standard threads while eliminating jamming through the abrupt transition design at the critical thread start location

Inventive Principle:
Principle #3Local quality

Data Source

PatentUS10934786B2Drill string components resistant to jamming
Publication Date: 2021.03.02 BOART LONGYEAR MANUFACTURING & DISTRIBUTION INC
  • US10934786B2 patent drawing
  • US10934786B2 patent drawing
  • US10934786B2 patent drawing

AI summary

A drill string components having a thread extending around a body. The leading end of the thread can have a configuration that resists jamming and cross-threading. In particular, the leading end of the thread can include a planar surface normal to the body. The leading end of the thread can provide an abrupt transition to full thread depth that helps reduce or eliminate cross-threading. The leading end of the thread can be oriented at an angle relative to the axis of the drill string component. When mating male and female threads are similarly structured, the mating threads slide together along an interface at the thread start face and are drawn into a fully thread-coupled condition. The thread starts may have full circumference mating with no jamming positions.