Self-Cleaning Filter Rotary Steerable Drilling Apparatus

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Solution Overview

Problem

Conventional rotary steerable drilling systems for oil and gas wells face limitations due to high side forces required for bit deflection, large pressure drops, and the need for complex and expensive designs, as well as the requirement for filter subs to prevent debris from entering critical areas, which can lead to valve failure and increased maintenance costs.

Innovation Solution

A push-the-bit rotary steerable drilling apparatus with a steering section that applies side forces directly at the drill bit, using pistons and reaction members to deflect the bit, and a self-cleaning fluid filter module that reduces pressure drop and eliminates the need for filter subs, allowing for modular design and easy bit size changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional rotary steerable systems use tools positioned above the drill bit to push or point the bit, then directional control is achieved, but large side forces are required and pressure drops increase

Engineering Contradiction:
Improvedirectional controlVSAvoidside force
Core Design Contradiction:
ReliabilityVSForce

Solution Approach 1:

The system divides the drilling tool into separate functional modules: a reusable control system that can be landed and unlocked, and interchangeable drill bits with integrated reaction members. This segmentation allows the control system to remain stationary while different bits with varying reaction member configurations are swapped, optimizing bit deflection with lower forces for different drilling conditions

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The reaction members are designed with dynamic characteristics including resilient mounting to allow radial movement, and configurable stiffness through spring elements. This dynamic design enables the reaction members to adapt to wellbore conditions and provide effective bit deflection with reduced side forces compared to rigid conventional systems

Inventive Principle:
Principle #15Dynamics

2Reliability

If filter subs are used to prevent debris from entering critical areas, then valve failure is prevented, but device complexity and maintenance requirements increase

Engineering Contradiction:
Improvevalve protectionVSAvoidfilter sub assembly
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The filter function is merged directly into the control system housing rather than being a separate filter sub assembly. The control system housing incorporates filtering capability to protect internal valves and components from debris, eliminating the need for separate filter subs and reducing overall device complexity while maintaining protection functionality

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The control system is designed to be self-protecting with integrated filtration and sealed configurations that prevent debris ingress without requiring external filter subs. The system's own structure provides the protection it needs, reducing maintenance requirements and complexity

Inventive Principle:
Principle #25Self-service

3Strength

If the entire tool must be transported for repair when parts break down, then component protection is maintained, but loss of time and productivity increase

Engineering Contradiction:
Improvecomponent protectionVSAvoidtool replacement time
Core Design Contradiction:
StrengthVSLoss of time

Solution Approach 1:

The system is segmented into a durable, reusable control system that can be left in the wellbore and interchangeable drill bits with reaction members. When bits wear or fail, only the bit needs to be swapped while the control system remains in place, dramatically reducing replacement time and maintaining component protection

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The control system is designed as a universal platform that can support multiple different drill bit sizes and configurations through standardized interfaces and interchangeable reaction members. This multi-functionality allows a single control system to be reused across various drilling operations, reducing overall replacement needs

Inventive Principle:
Principle #6Universality (Multi-functionality)

4Reliability

If push-the-bit systems apply side force several feet from the bit, then bit deflection is achieved, but comparatively large forces are required

Engineering Contradiction:
Improvebit deflectionVSAvoidapplied side force
Core Design Contradiction:
ReliabilityVSForce

Solution Approach 1:

The system places the force-generating reaction members directly on the drill bit rather than on a separate assembly above the bit. This segmentation allows the side force to be applied at the optimal location (at the bit) where it is most effective, eliminating the mechanical disadvantage of applying force several feet from the bit

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The reaction members are mounted to extend radially outward from the bit in a direction perpendicular to the bit axis, allowing side force to be applied in the radial dimension directly at the bit location. This dimensional placement maximizes the leverage and effectiveness of the applied force for bit deflection

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

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 system achieves bit deflection with lower side forces, reduced pressure drop, and enhanced stability and repeatability in drilling, while enabling field-serviceable modular design and reduced maintenance costs by integrating a self-cleaning filter module and allowing multiple bit sizes to be used with a single control system.

Implementation Method 1

a self-cleaning fluid filter module that reduces pressure drop

Methodology Applied
Scientific EffectFluid flow:

Implementation Method 2

using pistons and reaction members to deflect the bit

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Implementation Method 3

applying side forces directly at the drill bit

Methodology Applied
Scientific EffectMechanical force: Mechanical Force

Data Source

PatentUS9476263B2Rotary steerable push-the-bit drilling apparatus with self-cleaning fluid filter
Publication Date: 2016.10.25 NAT OILWELL VARCO LP
  • US9476263B2 patent drawing
  • US9476263B2 patent drawing
  • US9476263B2 patent drawing

AI summary

A steerable drilling apparatus includes a control system inside a cylindrical housing connected to a drill bit having radially-extendable pistons. A fluid-metering assembly directs a piston-actuating fluid into fluid channels leading to respective pistons. The control system controls the fluid-metering assembly to allow fluid flow to selected pistons, causing the actuated pistons to temporarily extend in the opposite direction to a desired wellbore deviation, thereby deflecting the drill bit away from the borehole centerline. An upper member in the fluid-metering assembly can be moved to stabilize, steer, and change TFA within the drill bit. The control system and drill bit are connected so as to facilitate removal to change the drill bit's steering section and cutting structure configuration or gauge simultaneously. The apparatus may incorporate a fluid filter module mounted to the control system. The pistons may incorporate auxiliary cutting elements to provide near-bit reaming capability.