Shear Pin Deactivates Steering Pad in Rotary Steerable System

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Solution Overview

Problem

The premature actuation of steering pads in rotary steerable drilling systems leads to excessive wear on components, damage to the wellbore, and unnecessary torque, compromising the structural integrity and steering ability of the system.

Innovation Solution

Incorporating a shear pin that is inserted into a pad stopper on the steering pad, preventing actuation until a fluid pulse breaks it, allowing controlled activation and reducing friction and wear.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the steering pad is designed to be easily activated, then the steering responsiveness is improved, but premature actuation occurs causing excessive wear and damage

Engineering Contradiction:
Improvesteering pad activationVSAvoidpremature actuation prevention
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The shear pin is pre-installed in the pad stopper to prevent premature actuation of the steering pad. The pin is designed to break only when a specific breaking force is applied, allowing controlled activation at the desired moment while preventing early engagement that would cause wear and damage.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The shear pin's mechanical strength parameter is specifically designed to break under controlled conditions. By adjusting the pin's material properties and dimensions, the system achieves reliable prevention of premature actuation while allowing intentional activation when the breaking force threshold is reached.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If the steering pad remains deactivated for protection, then component wear is reduced, but the system cannot steer when needed

Engineering Contradiction:
Improvecomponent protectionVSAvoidsteering capability
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The shear pin is designed as a sacrificial component that is 'taken out' of the system through controlled breaking. Once the pin breaks under the applied breaking force, it is removed from the load path, allowing the steering pad to engage and the system to steer when needed.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The system is prepared in advance with the shear pin installed for protection, but includes the capability to intentionally break the pin when steering is required. This preliminary setup allows the system to transition from protected state to active steering state on demand.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If a mechanical locking mechanism is used to prevent premature actuation, then reliability is improved, but device complexity increases

Engineering Contradiction:
Improvepremature actuation preventionVSAvoidlocking mechanism
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The shear pin is designed as a simple, inexpensive, disposable component rather than a complex reusable locking mechanism. The pin breaks after serving its protective function, and can be replaced if needed, providing reliable premature actuation prevention without complex mechanics.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Solution Approach 2:

The locking function is extracted from a complex mechanical system and simplified to a single shear pin component. This extraction reduces device complexity while maintaining the essential function of preventing premature actuation through a simple shear strength-based mechanism.

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

Prevents premature actuation of steering pads, reducing wear and maintaining the structural integrity of the rotary steerable system, while enabling precise steering and navigation through wellbore formations.

Implementation Method 1

The shear pin can be broken or sheared with a fluid pulse. For example, the shear pin can be broken with a pulse of pressurized mud or drilling fluid.

Methodology Applied
Scientific EffectFluid pulse: Pressure Increase

Data Source

PatentUS12116893B2Shear pin for deactivating a steering pad of a rotary steerable system
Publication Date: 2024.10.15 HALLIBURTON ENERGY SERVICES INC
  • US12116893B2 patent drawing
  • US12116893B2 patent drawing
  • US12116893B2 patent drawing

AI summary

A body of a shear pin can be positioned in a pad stopper of a steering pad of a rotary steerable system. The rotary steerable system can be used to steer a drill in a wellbore. The steering pad can be positioned on the rotary steerable system such that a head of the shear pin is coupled with a lateral pad of the rotary steerable system. The head of the shear pin can deactivate the steering pad by preventing the steering pad from actuating. A fluid pulse can be output in the wellbore to break the shear pin for enabling the steering pad to actuate to cause the rotary steerable system to steer the drill in the wellbore.