Hybrid Drill Bit Gauge Configuration for Directional Drilling

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Solution Overview

Problem

Existing drill bits face challenges in maintaining stability during drilling, particularly when changing directions, as they tend to form ledges in the wellbore sidewall, which can hinder the installation of casing or other equipment, and existing solutions do not effectively manage the trade-off between stability and directional steering.

Innovation Solution

A rotary drill bit with movable gauge elements that extend radially from the circumferential engagement surface for stability and retract when steering is applied, using biasing mechanisms like Belville springs to adjust engagement forces along the axial direction, allowing for uniform or decreasing engagement forces to facilitate directional changes without compromising stability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If gauge elements are extended to provide stability during drilling, then drill bit stability is improved, but the ability to change direction is reduced

Engineering Contradiction:
Improvedrill bit stabilityVSAvoiddirectional steering capability
Core Design Contradiction:
Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The gauge elements are designed to be movable rather than fixed, allowing them to dynamically adjust their position between extended and retracted states. This enables the drill bit to transition between stable straight drilling (elements extended) and directional steering (elements retracted), resolving the contradiction between stability and adaptability

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The engagement force of the gauge elements is made variable through biasing mechanisms that allow adjustment of the extended/retracted position. By changing the engagement parameter from fixed to variable, the system can optimize performance for both stability maintenance and directional change operations

Inventive Principle:
Principle #35Parameter changes

2Stability of the object's composition

If gauge elements maintain constant engagement force, then stability is improved, but directional steering becomes difficult

Engineering Contradiction:
Improvedrill bit stabilityVSAvoiddirectional steering ease
Core Design Contradiction:
Stability of the object's compositionVSEase of operation

Solution Approach 1:

The biasing mechanisms provide variable engagement forces rather than constant force, allowing the gauge elements to be adjusted to different positions. This parameter change enables reduced engagement force during steering operations while maintaining adequate force during straight drilling, improving ease of operation

Inventive Principle:
Principle #35Parameter changes

3Device complexity

If gauge elements are fixed, then device complexity is reduced, but ability to adjust engagement force is lost

Engineering Contradiction:
Improvegauge element configurationVSAvoidengagement force adjustment
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The system transitions from fixed gauge elements to movable gauge elements with biasing mechanisms. While this increases device complexity, it enables the adaptability to adjust engagement forces and positions, allowing the system to optimize performance for different drilling conditions

Inventive Principle:
Principle #15Dynamics

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 drill bit maintains stability during straight drilling while enabling efficient directional changes by adjusting engagement forces, reducing the formation of ledges and enhancing the ability to steer the drill bit effectively, thus improving the drilling process.

Implementation Method 1

A plurality of movable gauge elements are provided on the bit body. Each of the plurality of movable gauge elements is biased by a biasing mechanism to a radially extended position

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS11396779B2Hybrid drill bit gauge configuration
Publication Date: 2022.07.26 HALLIBURTON ENERGY SERVICES INC
  • US11396779B2 patent drawing
  • US11396779B2 patent drawing
  • US11396779B2 patent drawing

AI summary

A rotary drill bit is operable for forming a wellbore in a geologic formation, and includes a hybrid gauge pad thereon. The hybrid gauge pad includes movable gauge elements biased to protrude radially from a circumferential engagement surface of the gauge pad to define a full gauge of the of the drill bit. The movable gauge elements retract and become flush with the circumferential engagement surface of the gauge pad in response to the application of a steering force to the drill bit, and thus, the circumferential engagement surface of the gauge pad may define the full gauge of the drill bit in a second configuration. The gauge elements are axially spaced from one another and are arranged to provide either uniform engagement forces, or decreasing engagement forces in an axial direction of the drill bit.