Rotating Housing Offset Drive Shaft Directional Drilling

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Solution Overview

Problem

Existing directional drilling technologies face challenges in precisely steering drilling assemblies, especially when passing through critical equipment like blowout preventers, due to engagement mechanisms that can be problematic and obstructive.

Innovation Solution

A system utilizing a rotating housing and a selectively offsetable drive shaft, where the drive shaft's longitudinal axis can be offset from the steering assembly's axis, allowing independent rotation of the housing relative to the drill string, maintaining the drill bit's angular orientation without engaging the borehole wall, and using a motor to counter-rotate the housing and adjust the offset angle.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If engagement mechanisms are used to steer the drilling assembly by contacting the borehole wall, then directional control is achieved, but the risk of damaging critical downhole equipment increases

Engineering Contradiction:
Improvedirectional control precisionVSAvoiddamage risk to downhole equipment
Core Design Contradiction:
Measurement precisionVSObject-affected harmful factors

Solution Approach 1:

The patent removes the engagement mechanisms that contact the borehole wall from the drilling assembly. Instead of using external engagement mechanisms to steer, the invention uses an internal motor system with a rotating housing and offset drive shaft that can change the drill bit's angular orientation without requiring contact with the borehole wall or passing through blowout preventers.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the traditional mechanical engagement mechanisms with an electric or hydraulic motor system. The motor rotates the housing relative to the drill string, and the offset drive shaft translates this rotation into angular orientation changes of the drill bit, eliminating the need for mechanical contact with the borehole wall.

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

2Measurement precision

If engagement mechanisms are used to steer the drilling assembly, then directional control is achieved, but the complexity of the drilling system increases

Engineering Contradiction:
Improvedirectional control precisionVSAvoiddrilling system complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent divides the steering function into separate components: a motor that rotates the housing, a housing that can rotate independently, and an offset drive shaft that converts housing rotation into drill bit orientation changes. This segmentation allows each component to perform a specific function and simplifies the overall system compared to traditional engagement mechanisms.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces dynamic elements including a motor that can rotate the housing at controlled speeds and directions, and an offset drive shaft that dynamically adjusts the drill bit's angular orientation. This dynamic system provides precise directional control without requiring complex engagement mechanisms.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If engagement mechanisms are used to force the drilling assembly off-center, then directional steering is achieved, but the reliability of passing through critical equipment decreases

Engineering Contradiction:
Improvesteering capabilityVSAvoidreliability of passing through blowout preventers
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent removes engagement mechanisms entirely from the drilling assembly, eliminating the problem of them interfering with blowout preventers. The steering function is achieved through an internal motor-housing-drive shaft system that does not require external contact or complex engagement components.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The offset drive shaft acts as an intermediary between the rotating housing and the drill bit. It converts the housing's rotation into angular orientation changes of the drill bit without requiring the drill string or other critical components to engage with the borehole wall, thus protecting the reliability of passing through blowout preventers.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 precise directional control of the drilling assembly without damaging critical downhole equipment, allowing for safe and effective drilling operations by maintaining the drill bit's geo-stationary orientation and avoiding unnecessary contact with the borehole wall.

Implementation Method 1

rotating the housing in a second direction opposite the first direction at a second speed

Methodology Applied
Scientific EffectCounter-rotation:

Implementation Method 2

the drive shaft's longitudinal axis can be offset from the steering assembly's axis, allowing independent rotation of the housing relative to the drill string, maintaining the drill bit's angular orientation

Methodology Applied
Scientific EffectOffset positioning:

Data Source

PatentUS9957755B2Directional drilling using a rotating housing and a selectively offsetable drive shaft
Publication Date: 2018.05.01 HALLIBURTON ENERGY SERVICES INC
  • US9957755B2 patent drawing
  • US9957755B2 patent drawing
  • US9957755B2 patent drawing

AI summary

Example systems described herein may include a housing 201 and an offsetable drive shaft 202 coupled to a drill bit 203 and at least partially disposed within the housing 201. The offset angle of the offsetable drive shaft 202 may determine an angle of the drill bit face. A motor 204 may be coupled to the housing 201 that, when activated, independently rotates the housing 201. By independently counter-rotating the housing 201 relative to a drill string during drilling operations, the angular orientation of the offsetable drive shaft 202 and drill bit 203 may remain geo-stationary with respect to the surrounding formation, without requiring that the housing 201 engage a borehole wall.