Hydraulic Motor Bypass Valve for Off-Bottom Vibration Relief

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Solution Overview

Problem

Downhole drilling operations face issues with shock and vibrations caused by the downhole motor when the bit is off bottom, leading to potential damage to the bottomhole assembly (BHA) components and increased costs for equipment repair and lost drilling time.

Innovation Solution

A motor bypass valve system that diverts a portion of the drilling fluid to bypass the downhole motor, reducing its operational energy and thereby minimizing shock and vibrations by moving between open and closed positions based on drilling fluid pressure, which changes with the bit's position relative to the wellbore bottom.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If the downhole motor operates continuously to provide rotary power for drilling, then drilling productivity is improved, but shock and vibrations increase when the bit is off bottom causing damage to BHA components

Engineering Contradiction:
Improvedrilling productivityVSAvoidshock and vibrations
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

The bypass valve is designed with movable components (nozzle, housing, or inner sleeve) that dynamically change the hydraulic pathway configuration based on drilling conditions. When the bit is off bottom, the valve automatically diverts drilling fluid away from the motor, reducing rotational energy and minimizing shock and vibrations. When the bit is on bottom, the valve returns to its normal position allowing full fluid flow to the motor for optimal drilling performance.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system uses hydraulic control through drilling fluid pressure to automatically regulate motor operation. The bypass valve utilizes pressure differential created by bit position (on bottom vs. off bottom) to control the opening and closing of the bypass pathway, enabling automatic adjustment of motor energy input without external intervention.

Inventive Principle:
Principle #29Pneumatics and hydraulics

2Reliability

If the downhole motor is bypassed to reduce shock and vibrations, then BHA component reliability is improved, but drilling power and productivity decrease

Engineering Contradiction:
ImproveBHA component reliabilityVSAvoiddrilling power
Core Design Contradiction:
ReliabilityVSPower

Solution Approach 1:

The bypass valve provides dynamic control of motor power input based on real-time drilling conditions. The movable nozzle or sleeve adjusts the hydraulic pathway configuration to match operational needs: full power when bit is on bottom, reduced power when bit is off bottom. This dynamic adjustment maintains reliability while optimizing power usage according to actual drilling requirements.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system employs automatic feedback control where drilling fluid pressure (which varies with bit position) directly controls the bypass valve state. When bit is off bottom, lower backpressure allows the valve to open and bypass fluid; when bit is on bottom, higher backpressure closes the bypass. This feedback mechanism ensures motor power is automatically matched to drilling conditions without external control signals.

Inventive Principle:
Principle #23Feedback

3Reliability

If a bypass valve system is added to control motor operation, then shock and vibrations are reduced improving reliability, but device complexity increases

Engineering Contradiction:
ImproveBHA component reliabilityVSAvoidvalve system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The bypass valve system is designed to be self-actuating using the inherent pressure differential created by bit position. The movable nozzle or inner sleeve responds automatically to drilling fluid pressure changes without requiring external actuators, control systems, or additional power sources. This self-service approach minimizes system complexity while achieving the reliability benefit of vibration reduction.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The bypass valve components are integrated within the existing motor housing structure. The movable nozzle is positioned within the motor assembly, and the bypass pathway utilizes existing hydraulic circuits. This nested integration allows the bypass functionality to be added without significantly increasing overall device complexity or requiring separate external valve assemblies.

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 motor bypass valve effectively reduces or eliminates shock and vibrations to the BHA when the bit is off bottom, preventing damage and decreasing operational costs associated with equipment repair and lost time.

Implementation Method 1

moving between open and closed positions based on drilling fluid pressure, which changes with the bit's position relative to the wellbore bottom

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Gradient

Data Source

PatentUS11525318B2Motor bypass valve
Publication Date: 2022.12.13 SCHLUMBERGER TECH CORP
  • US11525318B2 patent drawing
  • US11525318B2 patent drawing
  • US11525318B2 patent drawing

AI summary

A motor bypass valve diverts drilling fluid away from a downhole motor when the motor is off bit. Bypassing the downhole motor reduces the shock and vibration on the BHA caused by the downhole motor, thereby reducing the damage to the BHA. The motor bypass valve may divert fluid out of a housing or into a bore through the rotor of the downhole motor.