Bidirectional Drilling Jar Metering System Fluid Flow Control

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Solution Overview

Problem

Downhole drilling operations require effective tools for retrieving stuck tools and managing drill strings, but existing jarring devices lack efficient mechanisms for controlled fluid flow and energy release, leading to inefficiencies in impact forces and potential pipe spiraling or corkscrewing during downstroke operations.

Innovation Solution

A bidirectional jar device with a barrel assembly, sliding assembly, and metering system that includes upper and lower flanges, a meter valve, and a meter ring, which controls fluid flow through adjustable openings to manage energy buildup and release, ensuring controlled downstroke and upstroke movements and preventing pipe spiraling by varying the fluid flow between chambers.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If existing jarring devices are used for downhole operations, then basic jarring function is provided, but fluid flow control is inefficient leading to poor energy release and potential pipe spiraling

Engineering Contradiction:
Improvecontrol of fluid flowVSAvoidstructure of metering system
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The metering system is segmented into multiple functional components: a metering valve for controlling fluid flow rate, a metering seat for valve operation, and a metering piston for actuation. This segmentation allows each component to perform its specific function efficiently, providing reliable fluid flow control while maintaining a manageable structural complexity through modular design.

Inventive Principle:
Principle #1Segmentation

2Force

If simple jarring devices are used, then device complexity is low, but energy release is uncontrolled causing pipe spiraling or corkscrewing

Engineering Contradiction:
Improveimpact force controlVSAvoidmetering system structure
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The metering piston acts as an intermediary component that translates the movement of the sliding assembly into controlled operation of the metering valve. This intermediary mechanism ensures that energy is released in a controlled manner through regulated fluid flow, preventing uncontrolled impact forces that would cause pipe spiraling while adding only moderate structural complexity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Loss of energy

If uncontrolled fluid flow is allowed, then device complexity is reduced, but energy release becomes uncontrolled causing harmful effects

Engineering Contradiction:
Improveenergy release efficiencyVSAvoidfluid flow control mechanism
Core Design Contradiction:
Loss of energyVSDevice complexity

Solution Approach 1:

The metering valve controls fluid flow by changing the flow rate parameter through its opening and closing actions. The metering piston further modulates this by adjusting the valve position, thereby controlling the rate at which energy is released. This parameter control ensures efficient energy release without excessive complexity, as it relies on straightforward hydraulic control mechanisms rather than complex systems.

Inventive Principle:
Principle #35Parameter changes

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 device achieves controlled and efficient jarring impacts, preventing pipe spiraling and corkscrewing, allowing for effective retrieval of stuck tools and management of drill strings through precise energy release mechanisms, enhancing operational efficiency in downhole operations.

Implementation Method 1

A portion of the inner diameter of the barrel assembly forms a restricted barrel segment. The metering system travels between the upper chamber and the lower chamber providing limited, controlled flow of the fluid contained therein when passing through the restriction.

Methodology Applied
Scientific EffectFluid flow control through restriction: Pressure Drop

Implementation Method 2

The meter valve is slideably disposed on the sliding assembly intermediate the upper and lower flanges. The fluid flow is adjustable by, among other things, controlling the size and/or number of the openings.

Methodology Applied
Scientific EffectHydraulic pressure control: Hydraulic Press

Implementation Method 3

Jarring devices are used to address these types of issues by producing upward and/or downward impact forces to act on the object.

Methodology Applied
Scientific EffectImpact force generation: Impact Force

Implementation Method 4

The restriction is disposed intermediate an upper chamber and a lower chamber, defining a transition therebetween.

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS8151910B2Drilling jar
Publication Date: 2012.04.10 COIL TUBING TECHNOLOGY INC
  • US8151910B2 patent drawing
  • US8151910B2 patent drawing
  • US8151910B2 patent drawing

AI summary

A bidirectional drilling jar, capable of repeated unidirectional firing, including a sliding assembly that is disposed in a sliding relation to the interior of a barrel assembly. A portion of the inner diameter of the barrel assembly forms a restricted barrel segment. The restriction intermediate an upper chamber and a lower chamber. A metering system comprising an upper flange a meter valve, and a lower flange. The meter valve slideably disposed on the sliding assembly between the upper and lower flanges. The metering system travels between the upper chamber and the lower chamber providing limited, controlled flow of the fluid contained therein when passing through the restriction in order to pressurize the system and produce a jarring stroke. Alternatively, the metering system comprises an upper flange, a meter ring, a meter valve, and a lower flange. The meter valve and meter ring are slideably disposed on the sliding assembly intermediate the upper and lower flanges.