Directional Drilling Apparatus with Hydraulic Piston Actuation

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Solution Overview

Problem

Existing directional drilling systems are complex and require intricate valve mechanisms or servomotors to control the trajectory of boreholes, which complicates the drilling process.

Innovation Solution

A directional drilling apparatus with a bent tubular housing, drive shaft, pistons, biasing means, and a valve system that allows for selective fluid pressure control to limit rotation and adjust the tool face, enabling efficient directional control without additional pumping devices.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If a complex valve mechanism or servomotor is used to control the trajectory of boreholes, then the directional control precision is improved, but the device complexity increases

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

Solution Approach 1:

The system uses the existing drilling fluid circulation system to power the piston mechanism through pressure differentials, eliminating the need for separate pumping devices or complex valve mechanisms. The drilling fluid itself serves dual purposes: cooling the drill bit and actuating the directional control system.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The invention employs hydraulic actuation using drilling fluid pressure to move pistons that adjust the bent tubular housing orientation. The piston chambers are connected to the drill string bore, allowing hydraulic pressure control of the directional mechanism without additional pumping equipment.

Inventive Principle:
Principle #29Pneumatics and hydraulics

2Adaptability or versatility

If additional pumping devices are added to control piston actuation, then the directional control capability is improved, but the device complexity and operational requirements increase

Engineering Contradiction:
Improvedirectional control capabilityVSAvoidoperational requirements
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The drilling fluid circulation system performs multiple functions: it cools the drill bit, removes cuttings, and actuates the directional control pistons. This multi-functional use of the existing fluid system eliminates the need for separate pumping devices while maintaining full directional control capability.

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

Solution Approach 2:

The system uses its own operational resources (drilling fluid under pressure) to power the directional control mechanism, rather than requiring external or additional pumping equipment. The drilling operation itself provides the energy needed for trajectory control.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If a bent tubular section with internal mud motor is used, then the directional drilling capability is achieved, but the system complexity increases due to alternating rotary and sliding modes

Engineering Contradiction:
Improvedirectional drilling capabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The system allows dynamic adjustment of the bent tubular housing orientation through hydraulic pistons while maintaining continuous rotation capability. This enables the drill string to adapt its trajectory by changing the housing angle during rotation, rather than requiring alternating between rotary and sliding modes.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The invention replaces the mechanical mud motor system with a hydraulic piston system that uses drilling fluid pressure to adjust the bent housing orientation. This substitution simplifies the system by eliminating the need for complex mechanical engagement and disengagement between rotary and sliding modes.

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

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 apparatus simplifies directional drilling by allowing for reliable and precise control of borehole trajectory through fluid pressure management, reducing complexity and operational requirements.

Implementation Method 1

The piston, the piston chamber and the biasing means are arranged such that a drilling fluid pressure in the piston chamber urges the piston in a first direction towards the borehole wall

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Implementation Method 2

flowing the drilling fluid from the drill string bore to the outer annular space via the inner annular space and the drill bit opening to establish a drilling fluid pressure differential between the inner annular space and the outer annular space

Methodology Applied
Scientific EffectFluid pressure differential: Pressure Gradient

Implementation Method 3

the piston, the piston chamber and the biasing means are arranged such that a drilling fluid pressure in the piston chamber urges the piston in a first direction towards the borehole wall, and the biasing means urges the piston in a second direction away from the borehole wall

Methodology Applied
Scientific EffectElastic potential energy: Spring

Data Source

PatentUS10501994B2Apparatus and method for directional drilling of boreholes
Publication Date: 2019.12.10 DUANE XIANG WANG
  • US10501994B2 patent drawing
  • US10501994B2 patent drawing
  • US10501994B2 patent drawing

AI summary

Directional drilling of a borehole involves: positioning an apparatus in a borehole such that a housing of the apparatus and the borehole wall define an outer annular space; flowing drilling fluid to the outer annular space via an inner annular space defined between the housing and an inner drive shaft of the apparatus; actuating a clutch for selectively coupling the housing to the drive shaft for rotation with the drive shaft and for adjusting the tool face of the housing; and actuating a valve to control drilling fluid flow between the outer annular space to a piston chamber, relative to drilling fluid flow between the inner annular space and the piston chamber to thereby control drilling fluid pressure in the piston chamber. The drilling fluid pressure in the piston chamber and a biasing means act in opposing directions on a piston to urge the piston either towards or away from the borehole wall. When urged towards the borehole wall, the piston presses against the borehole wall to limit rotation of the housing within the borehole.