Spring-Loaded Hammermass for Drilling Control

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Solution Overview

Problem

Downhole percussion tools face challenges in controlling and efficiently applying percussive force in complex subterranean formations like deviated and horizontal wells, where existing technologies lack precise control over resistance and often require significant weight on bit, limiting their effectiveness.

Innovation Solution

A downhole apparatus with a power mandrel connected to a mud motor, featuring a radial bearing housing unit and a spring-loaded hammermass that engages with an anvil via reciprocal radial cam surfaces, allowing adjustable resistance without moving the mandrel, enabling enhanced control and efficiency in percussive force application.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If downhole percussion tools are used to enhance drilling rate in deviated and horizontal wells, then drilling productivity is improved, but control over percussive force and resistance becomes difficult

Engineering Contradiction:
Improvedrilling rate of penetrationVSAvoidcontrol over percussive force
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The spring-loaded hammermass allows dynamic adjustment of percussive force through spring compression and expansion cycles. The spring mechanism enables the hammermass to move reciprocally, providing variable impact forces that can be controlled through spring stiffness and compression depth, transforming the static weight-based force application into a dynamic, controllable system.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The invention changes the parameter of force application from static weight-on-bit to dynamic spring-loaded impact. By adjusting spring compression depth and spring constant, the percussive force can be independently controlled without changing the mandrel position or weight on bit, allowing precise control over the impact parameters while maintaining drilling productivity.

Inventive Principle:
Principle #35Parameter changes

2Force

If significant weight on bit is used to generate impact force, then percussive force is improved, but device complexity and operational difficulty increase

Engineering Contradiction:
Improveimpact forceVSAvoidweight on bit requirement
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The invention replaces the traditional mechanical weight-on-bit system with a spring-loaded hammermass mechanism. Instead of relying on gravitational force from heavy weights, the system uses elastic potential energy stored in the compressed spring to generate impact force. This substitution eliminates the need for significant weight on bit while maintaining effective percussive force for drilling.

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

Solution Approach 2:

The spring-loaded hammermass operates through periodic reciprocating motion, where the spring compresses and expands in cycles to generate repeated impact forces. This periodic action allows the system to accumulate and deliver impact energy efficiently without requiring continuous heavy weight application, reducing device complexity while maintaining force effectiveness.

Inventive Principle:
Principle #19Periodic action

3Measurement precision

If the mandrel is moved to adjust resistance, then control precision is improved, but operational complexity and time consumption increase

Engineering Contradiction:
Improveresistance control precisionVSAvoidtime for resistance adjustment
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The spring mechanism provides self-adjusting resistance control where the spring compression depth automatically regulates the impact force based on the drilling conditions. The system self-regulates the resistance without requiring manual intervention to move the mandrel, allowing precise control to be maintained through the inherent properties of the spring-loaded mechanism while eliminating time-consuming adjustment operations.

Inventive Principle:
Principle #25Self-service

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 apparatus provides improved control over percussive force application, allowing for increased drilling rate of penetration in challenging formations by adjusting resistance and generating impact forces independently of static weight on bit, enhancing drilling efficiency in horizontal directional operations.

Implementation Method 1

a spring-loaded hammermass that engages with an anvil via reciprocal radial cam surfaces

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

The resistance of the spring can be adjusted without moving the mandrel relative to the housing

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 3

engages with an anvil via reciprocal radial cam surfaces

Methodology Applied
Scientific EffectCam mechanism: Cam

Implementation Method 4

a power mandrel connected to a mud motor

Methodology Applied
Scientific EffectElectromagnetic conversion: Electromagnetic Induction

Data Source

PatentEP2831361B1Hammer drill
Publication Date: 2020.01.15 RIVAL DOWNHOLE TOOLS LC
  • EP2831361B1 patent drawingFigure 1
  • EP2831361B1 patent drawingFigure 2~3
  • EP2831361B1 patent drawingFigure 4

AI summary

A downhole apparatus connected to a workstring within a wellbore. The workstring is connected to a bit member. The apparatus includes a mandrel operatively connected to a downhole motor mechanism, an anvil member operatively formed on the bit member, the anvil member being operatively connected to the mandrel, a radial bearing housing unit operatively connected to the workstring, with the radial bearing housing unit being disposed about the mandrel, and a hammer member slidably attached to the radial bearing housing unit.