Releasable Locking Mechanism for Rotary Drilling Shafts

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Solution Overview

Problem

Current rotary steerable drilling systems lack a reliable mechanism to lock the drilling shaft to the housing, which can lead to issues such as stuck drill bits and inefficient directional control during oil and gas exploration.

Innovation Solution

A releasable locking mechanism, comprising a sliding plunger, ratchet mechanism, pressure-responsive piston, and pressuring pump, that allows for rotational locking and unlocking of the drilling shaft relative to the housing, enabling synchronized rotation and preventing rotation in the drilling direction while allowing it in the opposite direction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the drilling shaft is locked to the housing, then directional control is improved, but the system loses the ability to rotate independently when needed

Engineering Contradiction:
Improvedirectional controlVSAvoidindependent rotation capability
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The locking mechanism transitions between locked and unlocked states dynamically. The biasing member (spring) automatically engages the locking element with the drive shaft under normal rotation, but allows disengagement when rotation stops or reverses, enabling the system to adapt between directional control and independent rotation modes

Inventive Principle:
Principle #15Dynamics

2Reliability

If the locking mechanism engages firmly, then prevention of stuck drill bits is improved, but the mechanism complexity increases

Engineering Contradiction:
Improveprevention of stuck conditionsVSAvoidlocking mechanism structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking mechanism is self-actuating through the biasing member (spring) that automatically engages and disengages the locking element based on rotational motion. No external actuators, motors, or complex control systems are needed - the mechanism uses the drill string's own rotation to control the locking state

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent removes complex actuation systems from the locking mechanism, retaining only the essential elements: a locking element, a biasing member, and a ratchet-like engagement structure. This extracts unnecessary complexity while maintaining reliable locking function

Inventive Principle:
Principle #2Taking out (Extraction)

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 mechanism effectively secures the drilling shaft to the housing, facilitating directional control and preventing stuck conditions by allowing the housing to rotate independently when needed, thereby enhancing drilling efficiency and safety.

Implementation Method 1

a biasing member configured to engage the locking element with the drive shaft

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

a pressure responsive piston configured to reciprocate in response to delivered pressure from the pump

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Data Source

PatentUS9797204B2Releasable locking mechanism for locking a housing to a drilling shaft of a rotary drilling system
Publication Date: 2017.10.24 HALLIBURTON ENERGY SERVICES INC
  • US9797204B2 patent drawing
  • US9797204B2 patent drawing
  • US9797204B2 patent drawing

AI summary

Downhole rotary steerable drill including a drilling shaft rotatably supported within a housing, the drilling shaft and housing each having a longitudinal axis. The drill can include a releasable locking mechanism for rotationally locking and releasing the drilling shaft relative to the housing, the releasable locking mechanism transitionable between locked and released configurations. The releasable locking mechanism includes a sliding plunger coupled to the housing by a coupling that permits longitudinal reciprocation of the sliding plunger relative to the housing and prevents rotation of the sliding plunger relative to the housing. The releasable locking mechanism can also include pressure-responsive piston that reciprocates between an unactuated configuration and actuated configuration in response to applied pressure from a pressuring pump.