Gate Valve Mechanism for Rotary Steerable Drilling Tool

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Solution Overview

Problem

Conventional rotary steerable drilling systems face reliability issues due to wear and failure of rotary valves used to synchronize the actuation of steering pads during directional drilling, leading to significant downtime and resource loss when these valves fail.

Innovation Solution

The use of gate valves instead of rotary valves, actuated by a single rotary motor with a swash plate and drive rods, allows for robust and reliable synchronization of steering pads with the rotational motion of the drilling string, reducing wear and enabling continuous directional control.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If rotary valves are used to synchronize pad actuation with drilling string rotation, then directional drilling capability is achieved, but valve wear and failure occur leading to downtime

Engineering Contradiction:
Improvevalve reliabilityVSAvoiddowntime
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent extracts the problematic rotary valve component from the system and replaces it with gate valves that are actuated only when needed. This removes the continuous moving parts that cause wear and failure, while still achieving the necessary pad synchronization through selective actuation during specific rotational positions of the drilling string.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The gate valves used in this invention are simpler, more robust components compared to rotary valves. They can be easily replaced if needed, and their simpler design means they don't suffer from the same wear issues as rotary valves, effectively treating them as more durable, replaceable components rather than long-life critical parts.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

2Ease of operation

If rotary valves are used for pad synchronization, then directional control is achieved, but complex control systems are required

Engineering Contradiction:
Improvepad actuation controlVSAvoidcontrol system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system uses the natural rotational motion of the drilling string itself to trigger pad actuation. Sensors detect the rotational position and automatically actuate the gate valves at the appropriate times, eliminating the need for complex external control systems. The drilling string's own rotation serves as the timing mechanism for pad deployment.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If rotary valves are used to time pad extension, then steering capability is achieved, but wear and failure reduce reliability

Engineering Contradiction:
Improvesteering capabilityVSAvoidvalve reliability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

Instead of using a single rotary valve to control all pads, the system segments the control into multiple independent gate valves, each controlling a specific pad. This segmentation allows each valve to be simpler and more reliable, while the overall system maintains full steering capability through coordinated actuation of multiple pads at different rotational positions.

Inventive Principle:
Principle #1Segmentation

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 enhances the reliability and efficiency of directional drilling by minimizing valve failure and eliminating the need for complex control systems, allowing for sustained directional control and reduced operational downtime.

Implementation Method 1

actuated by a single rotary motor with a swash plate and drive rods

Methodology Applied
Scientific EffectSwash plate mechanism: Swashplate

Data Source

PatentUS11015393B2Valve mechanism for rotary steerable tool and methods of use
Publication Date: 2021.05.25 HALLIBURTON ENERGY SERVICES INC
  • US11015393B2 patent drawing
  • US11015393B2 patent drawing
  • US11015393B2 patent drawing

AI summary

The present disclosure includes systems and methods for steering a rotary drilling tool used in subterranean drilling operations. The methods of the present disclosure may be suitable for steering a drilling tool comprising rotating a drill string coupled to a drill bit about its axis to form a wellbore; controlling a rotary motor disposed within the drill string to selectively open and close one or more of a plurality of gate valves to hydraulically actuate a corresponding one or more plurality of steering pads by, in an open position, allowing pressurized fluid to contact corresponding interior surfaces of the corresponding one or more plurality of steering pads to push the one or more plurality of steering pads into contact with a portion of the wellbore to deflect the drill bit away from the portion of the wellbore. The movable steering pads may be selectively extended so as to contact the portion of the wellbore at the same relative rotational position as the tool rotates.