Rotary Steerable Tool Clutch Sensor Alignment

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Solution Overview

Problem

Existing rotary steerable tools face misalignment issues due to high torque and vibrations affecting the clutch and magnetic orientation sensor, which impede precise directional drilling.

Innovation Solution

A rotary steerable tool design featuring a drive clutch movable between engaged and disengaged configurations, with a magnetic sensor coupled directly to the rotary shaft to detect the clutch's configuration without intermediate threaded connections, ensuring alignment and providing continuous feedback.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If the clutch and sensor are positioned with threaded connections along the rotary shaft, then the tool can be assembled with modular components, but high torque and vibrations cause misalignment between the clutch and sensor

Engineering Contradiction:
Improvemodular assemblyVSAvoidclutch-sensor alignment
Core Design Contradiction:
Ease of manufactureVSManufacturing precision

Solution Approach 1:

The patent combines the clutch and sensor into a single integrated assembly that is positioned relative to the outer housing rather than being separately mounted along the rotary shaft. This merging eliminates the threaded connections between the clutch and sensor, preventing misalignment while maintaining modular assembly capabilities through the integrated unit.

Inventive Principle:
Principle #5Merging (Combining)

2Ease of operation

If the sensor is positioned away from the clutch along the rotary shaft, then the sensor can be mounted independently, but misalignment occurs under high torque and vibration conditions

Engineering Contradiction:
Improveindependent mountingVSAvoidclutch-sensor alignment
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The clutch and sensor are merged into a single assembly unit that is mounted to the outer housing. This integration ensures that both components maintain their relative positions under high torque and vibration, eliminating misalignment issues while preserving ease of operation through the unified mounting approach.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The clutch and sensor are pre-positioned and integrated into a single assembly before being mounted to the outer housing. This preliminary integration ensures proper alignment is established beforehand, preventing misalignment from occurring during operation under high torque and vibration conditions.

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If threaded connections are used to position the clutch and sensor, then the tool allows for adjustable positioning, but the threaded connections become sources of misalignment under load

Engineering Contradiction:
Improvepositioning adjustmentVSAvoidclutch-sensor alignment
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The clutch and sensor are integrated into a single assembly that maintains fixed relative positioning, eliminating the need for threaded connections between them. This integration preserves adaptability through the overall tool design while preventing misalignment by removing the threaded connection interface.

Inventive Principle:
Principle #5Merging (Combining)

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 design enhances alignment and operational feedback, reducing the likelihood of misalignment and improving directional drilling precision and efficiency by eliminating the risk of clutch and sensor misalignment.

Implementation Method 1

a magnetic sensor, which is configured to detect whether the clutch is engaged

Methodology Applied
Scientific EffectMagnetic field sensing: Magnetic Field

Data Source

PatentEP2381062B1Rotary steerable tool
Publication Date: 2020.06.24 KET RESOURCES CO LTD
  • EP2381062B1 patent drawingFigure 1
  • EP2381062B1 patent drawingFigure 2
  • EP2381062B1 patent drawingFigure 3

AI summary

A drilling portion for use with a rotary steerable tool (100) includes an outer housing (102), a rotary shaft (104) extending through the outer housing, a drive clutch (132) coupled to the rotary shaft, wherein the drive clutch is movable between an engaged configuration and a disengaged configuration, and a sensor (172) coupled to the rotary shaft, wherein the sensor is configured to identify whether the drive clutch is in at least one of the engaged configuration and the disengaged configuration.