Mechanical Stabilizer with Force-Balanced Pistons

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing near-bit stabilizers in downhole drilling applications are not automatically adjustable, leading to offset and vibration issues, especially in oversize boreholes and due to stabilizer wear, which affects steerability and requires interruption of the drilling process for adjustments.

Innovation Solution

A purely mechanical downhole stabilizer with automatically extendable and retractable pistons, balanced by hydraulic and spring forces, continuously centers the tool in the borehole without electronic control, allowing for continuous adjustment during drilling.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a fixed, non-adjustable stabilizer is used, then the device complexity is reduced, but the stabilizer cannot adapt to borehole size changes and wear, leading to vibration and offset problems

Engineering Contradiction:
Improveadaptability to borehole size changesVSAvoiddevice complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The stabilizer employs extendable and retractable blades that can dynamically adjust their radial position in response to borehole conditions. The blades move between extended and retracted states based on the stabilizer's interaction with the borehole wall, enabling automatic adaptation to size changes and wear without complex control systems.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The stabilizer automatically adjusts its own blade extension based on the differential pressure between the borehole and internal chambers. This self-adjusting mechanism eliminates the need for external control systems, maintaining adaptability while keeping the device relatively simple.

Inventive Principle:
Principle #25Self-service

2Extent of automation

If an adjustable stabilizer with electronic control is used, then automatic adjustment capability is improved, but the cost and device complexity increase significantly

Engineering Contradiction:
Improveautomatic adjustment capabilityVSAvoiddevice complexity
Core Design Contradiction:
Extent of automationVSDevice complexity

Solution Approach 1:

The patent replaces electronic control systems with a purely mechanical adjustment mechanism. The blades are actuated by differential hydraulic pressure from the drilling fluid, eliminating the need for motors, sensors, and electronic controllers while achieving automatic adjustment.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The stabilizer uses hydraulic pressure differential between the borehole fluid and internal chambers to automatically extend or retract the blades. This hydraulic actuation mechanism provides automatic adjustment without requiring electronic control systems, reducing complexity while maintaining automation.

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Adaptability or versatility

If the stabilizer is free to move in the borehole to accommodate wear, then adaptability to wear is improved, but large radial vibrations and shock loads occur

Engineering Contradiction:
Improveadaptability to wearVSAvoidradial vibrations and shock loads
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The blades are designed to dynamically adjust their position based on borehole contact conditions. As the stabilizer wears or the borehole changes size, the blades automatically extend or retract to maintain optimal contact, preventing excessive freedom of movement that would cause vibrations and shock loads.

Inventive Principle:
Principle #15Dynamics

4Adaptability or versatility

If the stabilizer is offset from the borehole center, then the stabilizer can accommodate borehole size variations, but the direction of offset becomes variable and unpredictable

Engineering Contradiction:
Improveaccommodation of borehole size variationsVSAvoidpredictability of offset direction
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The stabilizer maintains a controlled offset through the dynamic interaction of blades with the borehole wall. The blades' ability to extend and retract creates a predictable centering effect that adapts to borehole variations while maintaining consistent offset characteristics, improving steering predictability.

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 stabilizer maintains continuous contact with the borehole wall, minimizing vibrations and improving steerability, and allows for automatic adjustment without stopping the drilling process, preserving valuable rig time.

Implementation Method 1

At least one spring member is deployed in each piston, the spring member disposed to exert a spring force that elastically spring biases the piston radially inward towards the retracted position

Methodology Applied
Scientific EffectSpring force: Spring

Implementation Method 2

A hydraulic actuation module is disposed to exert a hydraulic force that urges each piston radially outward against the spring force towards the extended position

Methodology Applied
Scientific EffectHydraulic force: Hydraulic Press

Implementation Method 3

a balance of forces determines the radial position of each piston; a hydraulic force urging the piston outward, a spring force urging the piston inward, and external forces acting on the tool

Methodology Applied
Scientific EffectForce balance: Force

Implementation Method 4

The pistons are able to exert sufficient outward force to overcome a centrifugal force on the tool caused by eccentric rotation of the tool in the borehole

Methodology Applied
Scientific EffectCentrifugal force: Centrifugal Force

Data Source

PatentUS7878272B2Forced balanced system
Publication Date: 2011.02.01 SCHLUMBERGER TECH CORP
  • US7878272B2 patent drawing
  • US7878272B2 patent drawing
  • US7878272B2 patent drawing

AI summary

A downhole tool including a purely mechanical stabilizer is disclosed. The stabilizer includes a plurality of fixed blades, each of which includes at least one automatically extendable and retractable piston. In use, a balance of forces determines the radial position of each piston; a hydraulic force urging the piston outward, a spring force urging the piston inward, and external forces acting on the tool (e.g., the force of the borehole wall urging the pistons inward). The stabilizer is further configured such that a balance of forces between the pistons causes the tool to be advantageously automatically and continuously centered during rotation of the tool in the borehole. As such, the invention is suitable for use in boreholes that rapidly change size and shape.