Steering System for Directional Drilling

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Solution Overview

Problem

Existing directional drilling methods lack precision and reliability, requiring complex and heavy equipment for fine control, which is costly and prone to malfunctions, and often limit access to 3-dimensional spaces due to limited direction change capabilities.

Innovation Solution

A steering system for directional drilling that uses longitudinal forces from actuators to bend the drill bit and extend/retract steering inserts to change drilling direction, allowing for precise control without special tools or complex mud motors, integrated with electronic feedback and computer control for enhanced precision.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If bent housing tools are used to change drilling direction, then direction change capability is achieved, but the process becomes time-consuming and requires frequent fitting and un-fitting of special tools

Engineering Contradiction:
Improvedirection change capabilityVSAvoidtime for fitting and un-fitting tools
Core Design Contradiction:
Adaptability or versatilityVSLoss of time

Solution Approach 1:

The drill string is transformed from a static, rigid structure to a dynamic, flexible system capable of active bending. Steerable sections with embedded actuators allow the drill string to dynamically change its curvature and direction during drilling operations, eliminating the need for frequent tool changes while maintaining adaptability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The mechanical system of physically replacing bent housing tools is replaced with an actuated system where steering inserts and actuators enable direction changes through controlled bending moments. This substitution eliminates the need for mechanical tool changes while achieving the same directional control objective.

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

2Manufacturing precision

If mud motors are added to enable fine control of drilling direction, then steering precision is improved, but device complexity and mass increase significantly

Engineering Contradiction:
Improvesteering precisionVSAvoidcomplexity of drill assembly
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The drill string is divided into discrete steerable sections, each capable of independent bending control through embedded actuators and steering inserts. This segmentation allows precise directional control to be achieved through coordinated activation of multiple simple segments rather than requiring a single complex mud motor system.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The complex mechanical mud motor system is replaced with a distributed actuation system using steerable sections with embedded actuators. This substitution achieves comparable or superior steering precision while dramatically reducing overall system complexity and eliminating the need for heavy hydraulic machinery.

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

3Adaptability or versatility

If mud motors are installed for directional control, then steering capability is improved, but the mass of the drill assembly increases

Engineering Contradiction:
Improvesteering capabilityVSAvoidmass of drill assembly
Core Design Contradiction:
Adaptability or versatilityVSWeight of moving object

Solution Approach 1:

The static, heavy drill string is transformed into a dynamic system where steering sections can actively bend and change direction. This dynamic capability allows lightweight steerable sections with embedded actuators to replace heavy mud motors, achieving the same steering capability with significantly reduced mass.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The heavy mechanical mud motor system is replaced with lightweight steerable sections containing embedded actuators and steering inserts. This substitution maintains full steering capability while reducing the mass of the drill assembly, as the distributed actuation system requires far less material and structural support than centralized hydraulic motors.

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

4Adaptability or versatility

If available steering tools are used, then direction change is possible, but fine control and accuracy are limited by tool geometries

Engineering Contradiction:
Improvedirection change capabilityVSAvoidfine control accuracy
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The fixed-geometry steering tools are replaced with a dynamic system where steerable sections can actively adjust their bending curvature through controlled actuator activation. This allows continuous, fine-grained control of the drilling direction rather than being constrained by discrete tool geometries, achieving superior positioning accuracy.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The drill string is segmented into multiple steerable sections, each capable of independent curvature control. This segmentation enables fine control through coordinated activation of individual sections, allowing precise adjustment of the overall bending profile and drilling trajectory beyond what single fixed-geometry tools can achieve.

Inventive Principle:
Principle #1Segmentation

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 solution provides improved steering accuracy and control, reduces equipment complexity and cost, and enables efficient access to 3-dimensional spaces by allowing seamless direction changes without the need for special tools or heavy machinery, enhancing drilling precision and reliability.

Implementation Method 1

at least one steering actuator capable of exerting a longitudinal force on the apparatus, so as to change the direction of drilling

Methodology Applied
Scientific EffectLongitudinal force: Force

Implementation Method 2

at least one drill bit steering insert, capable of extending and retracting so as to change the cutting characteristics of the drill bit

Methodology Applied
Scientific EffectMechanical deformation: Deformation

Data Source

PatentUS10370901B2Steering system
Publication Date: 2019.08.06 ITI SCOTLAND LTD
  • US10370901B2 patent drawing
  • US10370901B2 patent drawing
  • US10370901B2 patent drawing

AI summary

Provided is an apparatus for use in directional drilling, which apparatus comprises:(a) a drill bit;(b) at least one steering actuator capable of exerting a longitudinal force on the drill bit, so as to change the direction of drilling; and/or(c) at least one drill bit steering insert, capable of extending and retracting so as to change the cutting characteristics of the drill bit and thereby change the direction of drilling.Further provided is a method of directional drilling, employing the apparatus of the invention.