Non-Circular Drill String Joint for Rapid Tool Switching

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Solution Overview

Problem

In rotary boring operations, existing systems face challenges in rapidly and easily changing tools at the downhole end of a drill string without the need for a large access pit, as current methods require significant pit enlargement for tool switching.

Innovation Solution

A pipe joint comprising a first member with a non-circular exterior surface and a threaded socket, a second member with a corresponding non-circular exterior surface and threaded end portion, and a ground engaging member with a non-circular internal surface, allowing for slidably mounting and torque transmission between components, along with alignable holes for secure fastening, facilitating rapid tool changes in a small access pit.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional tool changing methods are used, then tool switching can be performed, but large access pit enlargement is required

Engineering Contradiction:
Improvetool switching capabilityVSAvoidaccess pit size
Core Design Contradiction:
Ease of operationVSArea of stationary object

Solution Approach 1:

The drill string connection system is segmented into modular components (drill string, downhole tool, pipe joint) that can be independently handled and assembled. The pipe joint itself is segmented into first member, second member, and ground engaging member, allowing for compact assembly and rapid tool changes in limited space

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The non-circular ground engaging member is designed to slide over and nest within the non-circular exterior surfaces of the first and second members. This nested configuration allows the ground engaging member to be compactly stored within the pipe joint assembly, reducing the overall space required for tool changes

Inventive Principle:
Principle #7Nested doll (Nesting)

2Productivity

If rapid tool changes are implemented, then operational efficiency improves, but secure torque transmission must be maintained

Engineering Contradiction:
Improvetool changing speedVSAvoidtorque transmission stability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

Non-circular profiles (such as square, rectangular, or other polygonal shapes) are used throughout the connection system - on the exterior surfaces of the first and second members, and on the internal surface of the ground engaging member. This asymmetric geometry prevents rotational slip and ensures positive mechanical engagement, maintaining reliable torque transmission during rapid tool changes

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The alignable holes are pre-positioned in the first member, second member, and ground engaging member during manufacturing. When the components are assembled, these pre-positioned holes automatically align, allowing fasteners to be quickly inserted without requiring complex alignment procedures, thus enabling rapid tool changes while maintaining secure connections

Inventive Principle:
Principle #10Preliminary action

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

Enables rapid and efficient tool switching at the downhole end of a drill string without the need for large access pit enlargement, enhancing operational efficiency and reliability in rotary boring operations.

Implementation Method 1

The non-circular internal surface corresponds to the non-circular exterior surface of both the first member and the second member for slidably mounting the ground engaging member on the non-circular exterior surfaces... and to transmit torque between the first member and the second member

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS8844655B2Drill string tooling joint
Publication Date: 2014.09.30 CHARLES MACHINE WORKS INC
  • US8844655B2 patent drawing
  • US8844655B2 patent drawing
  • US8844655B2 patent drawing

AI summary

A joint connecting a pair of members rotatable about a common axis end to end includes a first member having a threaded end portion and a non-circular exterior surface rearwardly of the threaded end portion, a second member having a threaded socket wherein the threaded end portion of the second member can be engaged, and a non-circular exterior surface, a ground engagement sleeve having a non-circular profile on an inner surface thereof whereby the sleeve can be slidably mounted on the non-circular exterior profiles of the first and second members when such profiles are brought into alignment by rotation of one member relative to the other in a manner effective to pass torque from one member to the other by means of the non-circular profiles, a first pair of alignable holes in the sleeve and first member to receive a fastener to secure the sleeve to the first member and a hole in the second member penetrating the threaded socket and positioned to receive a fastener to secure the second member to a third member in place of the first member, the third member having a hole in a threaded end portion thereof alignable with the hole in the second member.