Reaming Tool Rolling Elements Reduce Torque in Hard Formations

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current reaming tools are inefficient for both soft and hard formations, require expensive non-production time for tool replacement, and cause excessive torque during drilling, with limited suitability for improving borehole quality across varying formation types.

Innovation Solution

A reaming tool design featuring a tool body with blades having a rolling element and cutting surfaces, including a cartridge with reaming elements and cutting inserts, allowing for adjustable gauge and reduced torque through a specific blade geometry and orientation of cutting elements, enabling field-redressability and extended tool life.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If a reaming tool with cutting surfaces is used to improve borehole quality in hard formations, then borehole quality is improved, but excessive torque is generated during rotation

Engineering Contradiction:
Improveborehole qualityVSAvoidtorque
Core Design Contradiction:
Manufacturing precisionVSForce

Solution Approach 1:

The patent replaces traditional sliding cutting surfaces with rolling elements (such as rollers or balls) that engage the formation. This substitution of the mechanical interaction mode from sliding to rolling significantly reduces the torque required to ream the borehole while maintaining effective engagement with hard formations. The rolling elements rotate along the borehole wall, providing cutting action with minimal friction and torque demand.

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

2Adaptability or versatility

If traditional reaming tools are used, then borehole gauge improvement is achieved in soft formations, but the tools are less suitable for hard formations

Engineering Contradiction:
Improvesuitability for different formationsVSAvoidborehole quality
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The patent incorporates different types of reaming elements at different locations on the reaming tool. Rolling elements are positioned to engage hard formations effectively, while the overall blade geometry and support structure accommodate soft formation reaming. This local differentiation of reaming mechanisms allows the single tool to effectively handle both soft and hard formations, providing versatility without compromising borehole quality in either formation type.

Inventive Principle:
Principle #3Local quality

3Ease of operation

If the drillstring is pulled out to replace the drilling BHA with a reaming BHA, then reaming can be performed, but expensive non-production time is incurred

Engineering Contradiction:
Improvereaming operationVSAvoidnon-production time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent combines the drilling and reaming functions into a single integrated bottom hole assembly. The reaming tool is designed to be attached to the drill string during or after drilling operations, eliminating the need to pull out the entire drillstring and replace the BHA. This merging of operations allows continuous workflow where drilling transitions directly to reaming, significantly reducing non-production time and operational costs.

Inventive Principle:
Principle #5Merging (Combining)

4Manufacturing precision

If reaming elements are positioned at the gauge of the reaming tool, then borehole gauge is improved, but excess torque is caused during rotation

Engineering Contradiction:
Improveborehole gaugeVSAvoidtorque
Core Design Contradiction:
Manufacturing precisionVSForce

Solution Approach 1:

The patent replaces traditional sliding cutting surfaces with rolling elements (such as rollers or balls) that engage the formation. This substitution of the mechanical interaction mode from sliding to rolling significantly reduces the torque required to ream the borehole while maintaining effective engagement with hard formations. The rolling elements rotate along the borehole wall, providing cutting action with minimal friction and torque demand.

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

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 tool effectively improves borehole quality in both soft and hard formations with reduced torque, allowing for efficient reaming and easy maintenance by replacing worn parts, thereby minimizing downtime and operational costs.

Implementation Method 1

The rolling element reduces friction between blades of the reaming tool and the borehole wall, thereby reducing torque while rotating the drillstring in the wellbore

Methodology Applied
Scientific EffectRolling friction: Friction

Implementation Method 2

The cutting surface comprises an arrangement of cutting elements extending from the vicinity of the external surface of the tool body to the vicinity of the first section of the blade surface

Methodology Applied
Scientific EffectMechanical cutting: Abrasion

Data Source

PatentUS11002079B2Reaming tool and methods of using the reaming tool in a wellbore
Publication Date: 2021.05.11 INNOVEX DOWNHOLE SOLUTIONS LLC
  • US11002079B2 patent drawing
  • US11002079B2 patent drawing

AI summary

A reaming tool includes a tool body having a longitudinal axis and an upper end opposite a lower end and at least one blade extending outwardly from the external surface of the tool body. The blade includes a rolling element defining the gauge of the reaming tool, and a blade surface arranged undergauge of the rolling element and comprising a cutting surface.