Frustoconical Reamer Head Asymmetry for Uniform Tangential Speed

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Solution Overview

Problem

Existing cone-shaped drill bits and split-bit reamers in horizontal directional drilling suffer from mechanical inefficiency due to mismatched tangential speeds among teeth, leading to imperfect contact with the drilling surface, increased wear, and reduced drilling efficiency, especially in hard geological materials.

Innovation Solution

The design of a reamer head with a frustoconical or truncated cone shape, where the imaginary apex aligns with the reamer's centerline, and a progressive independently segmented reaming head with annular segments, along with an improved bearing mechanism, ensures uniform tangential speed across all teeth, reducing friction and enhancing contact with the drilling surface.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If conventional cone-shaped drill bits with centered rotation are used, then the structure is simple and manufacturing is easier, but the tangential speed of teeth varies significantly from tip to base, causing mechanical inefficiency and reduced drilling performance

Engineering Contradiction:
Improvedrilling efficiencyVSAvoidreamer structure complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent applies asymmetry by deliberately offsetting the center of rotation from the geometric center of the reamer. The distance e between the reamer center and cone rotation center creates intentional asymmetry that compensates for the varying tangential speeds across the cone surface, allowing teeth at different radii to maintain more uniform contact conditions with the formation.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The patent changes the rotation center position parameter from the conventional centered location to an offset position. By adjusting the offset distance e and the cone geometry parameters (half-apex angle α, base radius R), the patent optimizes the tangential speed distribution across all teeth to improve drilling efficiency.

Inventive Principle:
Principle #35Parameter changes

2Productivity

If the center of rotation of cones is offset from the reamer center, then tangential speed distribution improves, but friction and drag increase due to the distance between rotation centers

Engineering Contradiction:
Improverate of penetrationVSAvoidfriction and drag
Core Design Contradiction:
ProductivityVSForce

Solution Approach 1:

The patent optimizes the offset distance e as a specific parameter that balances two competing effects: sufficient offset is needed to equalize tangential speeds across teeth, but excessive offset increases friction and drag. The patent provides guidance for selecting e based on reamer dimensions to achieve optimal performance.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent applies different properties to different parts of the reamer system. The cone geometry (half-apex angle α) and offset distance e are specifically tailored to match the reamer radius R, creating a localized optimization where each cone's characteristics are adjusted to its specific position and function within the overall reamer assembly.

Inventive Principle:
Principle #3Local quality

3Duration of action of moving object

If conventional rounded apex cones are used, then manufacturing is simpler, but teeth closer to the tip have insufficient tangential speed, causing them to skid and wear prematurely

Engineering Contradiction:
Improvetooth service lifeVSAvoidcone manufacturing complexity
Core Design Contradiction:
Duration of action of moving objectVSEase of manufacture

Solution Approach 1:

The patent changes the cone geometry parameters, specifically the half-apex angle α and the offset distance e, to ensure that teeth across the entire cone surface (from tip to base) operate at optimal tangential speeds. This parameter optimization prevents premature wear and extends tooth service life.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent creates equipotential conditions for tooth operation by offsetting the rotation center so that teeth at different radial positions experience more uniform tangential speeds. This equalizes the working conditions across all teeth, preventing the skidding and premature wear that occurs with centered rotation.

Inventive Principle:
Principle #12Equipotentiality

4Area of stationary object

If larger diameter reamers are used, then hole enlargement capability improves, but the distance between cone rotation center and reamer center increases, exaggerating the mechanical inefficiency

Engineering Contradiction:
Improvehole diameterVSAvoiddrilling efficiency
Core Design Contradiction:
Area of stationary objectVSProductivity

Solution Approach 1:

The patent scales the offset distance e and cone half-apex angle α proportionally with the reamer radius R. This ensures that the tangential speed equalization effect maintains its effectiveness as reamer size increases, preventing the mechanical inefficiency from being exaggerated in larger diameter applications.

Inventive Principle:
Principle #35Parameter changes

Data Source

PatentUS11708726B2Horizontal directional reaming
Publication Date: 2023.07.25 QUANTA ASSOCIATES LP
  • US11708726B2 patent drawing
  • US11708726B2 patent drawing
  • US11708726B2 patent drawing

AI summary

The disclosure relates to embodiments of horizontal directional drilling equipment and methods for horizontal directional drilling techniques including a reamer head comprising a frustoconical body, wherein the frustoconical body defines a cavity configured to receive at least one bearing; and a plurality of teeth mounted to the frustoconical body. An imaginary apex of the frustoconical body is superimposed on the centerline of a reamer or reaming apparatus for reaming of an underground arcuate path. In another embodiment the reamer head is a progressive independently segmented reaming head. A plurality reaming heads are mounted to a reaming apparatus for reaming of an underground arcuate path.