Drilling Tool Dynamic Dysfunction Control via Bypass Valve and Thruster

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Solution Overview

Problem

Current drilling technologies face challenges in efficiently identifying and mitigating drilling dysfunctions such as bit whirl, stick-slip, and sudden changes in formation compressive strength, which lead to premature tool failure, increased costs, and time-consuming interventions due to inefficiencies in data transmission and corrective action processes.

Innovation Solution

A system comprising sensors, processors, and software that dynamically adjust drilling fluid flow and axial force applied to the drill bit through a bypass valve and thruster, allowing for real-time monitoring and response to downhole parameters to optimize drilling conditions and prevent dysfunction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If real-time dynamic adjustment of drilling parameters is implemented, then drilling efficiency and tool life are improved, but device complexity increases

Engineering Contradiction:
Improvedrilling efficiencyVSAvoiddevice complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The drilling system automatically monitors drilling parameters and adjusts drilling fluid flow and axial force in real-time without requiring constant surface intervention. The downhole motor and bypass valve system self-regulate based on detected conditions, enabling the system to serve itself and improve drilling efficiency autonomously.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system dynamically adjusts drilling parameters during operation by controlling drilling fluid flow through a bypass valve and modulating axial force with a thruster. This dynamic adjustment capability allows the system to adapt to changing downhole conditions, optimizing drilling efficiency and preventing dysfunctions such as bit whirl and stick-slip.

Inventive Principle:
Principle #15Dynamics

2Loss of time

If immediate adjustments to drilling parameters are made without surface intervention, then response time to drilling dysfunctions is reduced, but control system complexity increases

Engineering Contradiction:
Improveresponse timeVSAvoidcontrol system complexity
Core Design Contradiction:
Loss of timeVSDevice complexity

Solution Approach 1:

The downhole system autonomously detects drilling dysfunctions and implements corrective actions by adjusting drilling fluid flow and axial force without waiting for surface commands. This self-service capability eliminates transmission delays and enables immediate response to drilling problems.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system continuously monitors drilling parameters and uses this feedback to automatically adjust drilling fluid flow through the bypass valve and axial force through the thruster. This closed-loop feedback mechanism enables real-time correction of drilling dysfunctions without surface intervention.

Inventive Principle:
Principle #23Feedback

3Reliability

If drilling fluid flow is dynamically controlled through bypass valve, then bit whirl and stick-slip are mitigated, but energy loss increases

Engineering Contradiction:
Improvedrilling stabilityVSAvoidenergy loss
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The bypass valve partially diverts drilling fluid flow away from the downhole motor when needed to adjust bit speed and mitigate dysfunctions. This partial action approach allows the system to maintain drilling stability by controlling fluid flow to only the extent necessary, rather than completely shutting off flow.

Inventive Principle:
Principle #16Partial or excessive action

Solution Approach 2:

The system changes the flow rate parameter of drilling fluid dynamically by adjusting the bypass valve position. This parameter change allows control of bit speed and torque to prevent bit whirl and stick-slip, optimizing drilling stability while minimizing unnecessary energy loss from excessive flow reduction.

Inventive Principle:
Principle #35Parameter changes

4Manufacturing precision

If axial force is dynamically adjusted through thruster, then cutting element engagement is optimized, but device complexity and cost increase

Engineering Contradiction:
Improvedepth of cut controlVSAvoiddevice complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The thruster uses hydraulic pressure from drilling fluid to generate axial force on the drill bit. This pneumatic-hydraulic mechanism provides dynamic control of cutting element engagement depth without requiring complex mechanical actuation systems, optimizing the balance between control capability and device complexity.

Inventive Principle:
Principle #29Pneumatics and hydraulics

Solution Approach 2:

The system dynamically changes the axial force parameter applied to the drill bit by modulating thruster activation. This parameter change optimizes the depth of cut and engagement of cutting elements with the formation, improving manufacturing precision in terms of controlled material removal while managing device complexity.

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

This solution enables rapid identification and mitigation of drilling dysfunctions, reducing tool wear, minimizing interruptions, and optimizing drilling efficiency and cost by allowing for immediate adjustments to drilling parameters without surface intervention.

Implementation Method 1

The valve opens and closes under the direction of the processor to divert a portion of the drilling fluid in the drill string away from a power section of the downhole motor

Methodology Applied
Scientific EffectFluid flow diversion:

Implementation Method 2

A hydraulic thruster, configured and located to provide a force along the axial direction of the drill string

Methodology Applied
Scientific EffectHydraulic thrust: Hydraulic Press

Data Source

PatentEP2118441B1Drilling components and systems to dynamically control drilling dysfunctions and methods of drilling a well with same
Publication Date: 2016.08.10 BAKER HUGHES CO
  • EP2118441B1 patent drawingFigure 1
  • EP2118441B1 patent drawingFigure 2
  • EP2118441B1 patent drawingFigure 3~4

AI summary

Drilling tools that may detect and dynamically adjust drilling parameters to enhance the drilling performance of a drilling system used to drill a well. The tools may include sensors, such as RPM, axial force for measuring the weight on a drill bit, torque, vibration, and other sensors known in the art. A processor may compare the data measured by the sensors against various drilling models to determine whether a drilling dysfunction is occurring and what remedial actions, if any, ought to be taken. The processor may command various tools within the bottom hole assembly (BHA), including a bypass valve assembly and/or a hydraulic thruster to take actions that may eliminate drilling dysfunctions or improve overall drilling performance. The processor may communicate with a measurement while drilling (MWD) assembly, which may transmit the data measured by the sensors, the present status of the tools, and any remedial actions taken to the surface.