Extendable Cutting Elements for Wellbore Diameter Control

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Solution Overview

Problem

Current drilling technologies face challenges in selectively increasing the diameter of wellbores, particularly when dealing with unstable formations like shale or salt that can swell, reducing the wellbore diameter and making it difficult to install casings or liners, and in situations where a larger annular space is needed for cementing.

Innovation Solution

A modular drilling system with a hole enlargement device that includes extendable cutting elements, actuated by a piston-cylinder arrangement using pressurized fluid, allowing for real-time enlargement of the wellbore diameter, controlled by a controller responsive to various signals for optimal drilling performance and tool wear management.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a drill bit is used to drill the wellbore, then the wellbore diameter is determined by the drill bit size, but the wellbore diameter cannot be selectively increased to accommodate unstable formations or casing installation requirements

Engineering Contradiction:
Improvewellbore diameter adaptabilityVSAvoiddrilling system complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The cutting elements are designed to be movable between retracted and extended positions. When extended, they enlarge the wellbore diameter; when retracted, they allow normal drilling. This dynamic configuration enables the system to adapt wellbore diameter to different formation conditions and casing requirements without changing the drill bit itself.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The drilling system is divided into functional modules: the drill bit for primary drilling, and the hole enlargement device with extendable cutting elements for selective diameter increase. This segmentation allows each component to perform its specific function independently, providing versatility while maintaining manageable system complexity.

Inventive Principle:
Principle #1Segmentation

2Reliability

If the wellbore diameter is increased to accommodate swelling formations, then casing installation becomes feasible, but the annular space for cement flow is reduced

Engineering Contradiction:
Improvecasing installation reliabilityVSAvoidannular space area
Core Design Contradiction:
ReliabilityVSArea of stationary object

Solution Approach 1:

The cutting elements can be extended to enlarge the wellbore diameter in real-time during drilling operations. This dynamic adjustment allows the system to create sufficient annular space for cement flow when needed, while maintaining the ability to install casing in previously unstable formations that required enlargement.

Inventive Principle:
Principle #15Dynamics

3Adaptability or versatility

If extendable cutting elements are added to enlarge the wellbore, then wellbore diameter can be increased, but the device complexity increases

Engineering Contradiction:
Improvewellbore diameter controlVSAvoidhole enlargement device complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The hole enlargement device with extendable cutting elements serves multiple functions: it can enlarge the wellbore diameter when encountering unstable formations, create sufficient annular space for cementing operations, and accommodate different casing sizes. This multi-functionality justifies the added complexity by providing versatile wellbore diameter control.

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

Solution Approach 2:

The cutting elements are designed to be movable between retracted and extended positions. When extended, they enlarge the wellbore diameter; when retracted, they allow normal drilling. This dynamic configuration enables the system to adapt wellbore diameter to different formation conditions and casing requirements without changing the drill bit itself.

Inventive Principle:
Principle #15Dynamics

4Productivity

If real-time wellbore enlargement is implemented, then drilling performance can be optimized, but the control system complexity increases

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

Solution Approach 1:

The controller receives signals from various sensors monitoring drilling conditions and automatically adjusts the cutting element extension and retraction. This feedback mechanism enables real-time optimization of drilling performance by responding to formation conditions, while the automated control reduces the need for complex manual operations.

Inventive Principle:
Principle #23Feedback

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

Enables the selective enlargement of wellbore diameters in real-time, accommodating unstable formations and ensuring proper casing installation, while optimizing drilling performance and tool longevity through automated control and bidirectional data communication.

Implementation Method 1

actuated by a piston-cylinder arrangement using pressurized fluid

Methodology Applied
Scientific EffectHydraulic actuation: Hydraulic Press

Data Source

PatentUS9482054B2Hole enlargement drilling device and methods for using same
Publication Date: 2016.11.01 BAKER HUGHES CO
  • US9482054B2 patent drawing
  • US9482054B2 patent drawing
  • US9482054B2 patent drawing

AI summary

A bottomhole assembly (BHA) coupled to a drill string includes one or more controllers, and a hole enlargement device that selectively enlarges the diameter of the wellbore formed by the drill bit. The hole enlargement device includes an actuation unit that may move extendable cutting elements of the hole enlargement device between a radially extended position and a radially retracted position. The actuation unit may be responsive to a signal that is transmitted from a downhole and/or a surface location. The hole enlargement device may also include one or more position sensors that transmit a position signal indicative of a radial position of the cutting elements. In an illustrative operating mode, one or more operating parameters of the hole enlargement device may be adjusted based on one or more measured parameters. This adjustment may be done in a closed-loop or automated fashion and/or by human personnel.