Modular Top Drive Mode Switching via Automated Unit Handler

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Solution Overview

Problem

Current top drive systems for drilling and casing operations are time-consuming and dangerous to switch between modes, with limited load capacity due to threaded connections, requiring rig personnel to work at heights and restricting the efficiency of drilling and casing processes.

Innovation Solution

A modular top drive system with a linear actuator, casing unit, drilling unit, pipe handler, unit rack, motor unit, rail, and cementing unit, allowing for efficient shifting between drilling and casing modes through a controlled system of rails, actuators, and handlers, enhancing safety and load capacity by eliminating the need for threaded connections.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a threaded connection is used between the quill and gripping head, then the top drive can be adapted between drilling and casing modes, but the load capacity is unduly limited

Engineering Contradiction:
Improvemode adaptationVSAvoidload capacity
Core Design Contradiction:
Adaptability or versatilityVSStrength

Solution Approach 1:

The top drive system is divided into separate modular components: a quill assembly and a gripping head assembly that can be independently handled and exchanged. This segmentation allows the gripping head to be removed and replaced with a drill string adapter without being constrained by threaded connection limitations, thereby increasing load capacity while maintaining adaptability between drilling and casing modes.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The quill assembly is designed with universal functionality to accommodate both drilling and casing operations. By removing the mode-specific gripping head and replacing it with a drill string adapter, the same quill assembly can perform multiple functions, eliminating the need for dedicated threaded connections for each mode and thereby increasing overall load capacity.

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

2Adaptability or versatility

If the top drive is shifted between drilling and casing modes using traditional methods, then mode adaptation is achieved, but the process is time-consuming and dangerous requiring rig personnel to work at heights

Engineering Contradiction:
Improvemode switchingVSAvoidswitching time
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The system incorporates automated handling mechanisms including a unit handler with robotic arm, actuator, and gripper that can autonomously remove the gripping head and replace it with a drill string adapter. This self-service capability eliminates the need for rig personnel to manually work at heights, significantly reducing switching time and improving safety while maintaining full adaptability between drilling and casing modes.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If the top drive is shifted between drilling and casing modes using traditional methods, then mode adaptation is achieved, but the process is dangerous requiring rig personnel to work at heights

Engineering Contradiction:
Improvemode switchingVSAvoidsafety risk
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The automated unit handler system performs all mode switching operations without human intervention at heights. The robotic arm, actuator, and gripper work together to safely remove the gripping head and install the drill string adapter, completely eliminating the safety risks associated with personnel working at heights while maintaining full adaptability between drilling and casing modes.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The unit handler acts as an intermediary between the operator and the top drive components. This automated intermediary handles the dangerous task of component exchange at heights, protecting rig personnel from exposure to harmful factors while enabling mode adaptation.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Loss of time

If a modular system with automated handling is implemented, then safety and switching speed are improved, but the device complexity increases

Engineering Contradiction:
Improveswitching timeVSAvoidsystem complexity
Core Design Contradiction:
Loss of timeVSDevice complexity

Solution Approach 1:

The automated handling system is nested within the existing top drive structure. The unit handler with its robotic arm, actuator, and gripper components are integrated into the top drive assembly, allowing automated mode switching functionality to be incorporated without requiring a completely separate complex system, thereby reducing overall device complexity while maintaining improved switching speed and safety.

Inventive Principle:
Principle #7Nested doll (Nesting)

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 modular system significantly reduces the time and risk associated with mode switching, enhances load capacity, and improves operational efficiency by enabling safer and more efficient handling of drill and casing strings, facilitating the drilling and cementing processes.

Implementation Method 1

a linear actuator configured to move the drilling unit from a first position, where the drilling unit is connected to the motor unit, to a second position, where the drilling unit is disconnected from the motor unit

Methodology Applied
Scientific EffectLinear actuation:

Implementation Method 2

the drilling unit and the motor unit are rotationally connected to one another through a bayonet profile

Methodology Applied
Scientific EffectBayonet connection:

Implementation Method 3

a locking profile extending radially inwardly from the drive gear and configured to engage with the bayonet profile of the drilling unit

Methodology Applied
Scientific EffectMechanical locking: Mechanical Fastener

Data Source

PatentEP3250775B1Modular top drive system
Publication Date: 2023.12.20 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • EP3250775B1 patent drawingFigure 1A
  • EP3250775B1 patent drawingFigure 1B
  • EP3250775B1 patent drawingFigure 2A~2B

AI summary

A modular top drive system for construction of a wellbore includes a motor unit. The motor unit includes: a drive body; a drive motor having a stator connected to the drive body; a trolley for connecting the drive body to a rail of a drilling rig; and a drive ring torsionally connected to a rotor of the drive motor and having a latch profile for selectively connecting one of: a drilling unit, a casing unit, and a cementing unit to the motor unit.