Modular Rotary Steerable Actuators for Drilling Complexity

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Solution Overview

Problem

Conventional rotary steerable drilling systems for directional drilling are complex, expensive, and require complicated servicing, leading to high downtime and environmental exposure issues due to the need for frequent adjustments and maintenance of internal hydraulics.

Innovation Solution

The development of modular rotary steerable actuators that package all necessary components, including a pump, fluid reservoir, pressure compensator piston, solenoid control valve, and actuator piston, in a self-contained cartridge mounted externally, allowing for easy replacement and reduced environmental exposure, with hydraulic circuits isolated to simplify system pressures and enable quick tool readiness.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If conventional rotary steerable drilling systems are used, then directional drilling capability is achieved, but system complexity and cost increase significantly

Engineering Contradiction:
Improvedirectional drilling capabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The steering tool is divided into multiple independent modular actuators that can be individually replaced. Each actuator contains its own hydraulic circuit, pump, and control components, allowing one actuator to be serviced without affecting the others. This segmentation reduces overall system complexity by isolating failure points and simplifying maintenance procedures.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The actuators are designed to be externally mounted on the steering tool body rather than integrated internally. This extraction allows actuators to be easily removed and replaced from outside the tool, eliminating the need to open and service the entire steering tool assembly. The external mounting simplifies servicing while maintaining full directional drilling capability.

Inventive Principle:
Principle #2Taking out (Extraction)

2Reliability

If conventional rotary steerable systems require frequent maintenance, then steering accuracy can be maintained, but downtime increases

Engineering Contradiction:
Improvesteering accuracyVSAvoiddowntime
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

Each actuator is an independent modular unit with its own sealed hydraulic circuit. When one actuator requires maintenance or replacement, only that single actuator needs to be serviced while the other actuators remain operational. This segmentation minimizes downtime by allowing parallel operation of remaining actuators during maintenance of one unit.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Replacement actuators can be prepared and tested on the surface before being needed downhole. The modular design allows actuators to be pre-assembled, pre-filled with hydraulic fluid, and tested externally, so that when an actuator failure occurs, a ready-to-install replacement can be quickly deployed without extensive field servicing.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If internal hydraulics are serviced frequently, then system reliability is maintained, but environmental exposure issues increase

Engineering Contradiction:
Improvesystem reliabilityVSAvoidenvironmental exposure
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The actuators are mounted externally on the steering tool body, allowing them to be serviced, replaced, or tested without opening the main tool housing. This external extraction eliminates the need to expose internal hydraulics to the environment during maintenance, preventing contamination while maintaining system reliability through easy access to actuator components.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The actuator serves as an intermediary component that can be removed and serviced separately from the main steering tool. By isolating the hydraulic components within removable actuator units rather than integrated internal systems, the design allows maintenance to be performed on the actuator as a self-contained unit, preventing environmental exposure of the main tool's internal hydraulics.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Ease of repair

If modular actuators with external mounting are used, then ease of replacement is improved, but device complexity increases

Engineering Contradiction:
Improveease of replacementVSAvoiddevice complexity
Core Design Contradiction:
Ease of repairVSDevice complexity

Solution Approach 1:

The steering system is segmented into standardized modular actuators with uniform mounting interfaces. This segmentation, while adding modular complexity, actually simplifies replacement procedures through standardization. Each actuator is a self-contained module that can be quickly swapped using standardized connections, making the replacement process simpler despite the modular architecture.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The modular actuators are designed with universal mounting interfaces and standardized connection points that allow the same actuator design to be used on different steering tool configurations. This universality, while requiring a modular design approach, simplifies replacement and maintenance by allowing the same replacement part to service multiple positions and tool types, reducing the need for custom components.

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

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 simplifies servicing, reduces downtime, and minimizes environmental exposure by allowing easy replacement of actuator cartridges, while providing the benefits of hydraulic actuators without the complications of prior art systems, enabling more efficient and cost-effective directional drilling.

Implementation Method 1

solenoid control valve

Methodology Applied
Scientific EffectSolenoid: Solenoid

Implementation Method 2

hydraulically actuated actuator piston

Methodology Applied
Scientific EffectHydraulic actuation: Hydraulic Press

Data Source

PatentEP2859171B1Modular rotary steerable actuators, steering tools, and rotary steerable drilling systems with modular actuators
Publication Date: 2019.03.13 HALLIBURTON ENERGY SERVICES INC
  • EP2859171B1 patent drawingFigure 1
  • EP2859171B1 patent drawingFigure 2
  • EP2859171B1 patent drawingFigure 3

AI summary

Modular actuators, steering tools, and rotary steerable drilling systems are presented herein. A modular actuator is disclosed for use in directing a drill string, which includes a housing proximate a drive shaft. The modular actuator includes a cartridge that is configured to couple to the outer periphery of the housing. A fluid reservoir is contained within the cartridge. A hydraulically actuated actuator piston, which is slidably disposed at least partially inside the cartridge, is movable between activated and deactivated positions. A hydraulic control system is also contained within the cartridge, fluidly coupling the fluid reservoir to the actuator piston. The hydraulic control system is configured to regulate movement of the actuator piston between the activated and deactivated positions such that the actuator piston selectively presses against and moves the drive shaft and thereby changes the direction of the drill string.