Tapered Surface Braking Device for Drilling Tool Retention

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Solution Overview

Problem

During drilling operations, particularly in exploration drilling, the inner tube assembly can unintentionally fall out of the drill string, posing hazards due to high velocity egress from the borehole, especially in horizontal or upwardly oriented drilling processes.

Innovation Solution

A braking device is introduced, featuring a brake retainer with tapered surfaces and a bias member that exerts a force to maintain brake elements in contact with the borehole wall, increasing friction and preventing unintended expulsion of drilling tools. This device can be integrated into the core barrel assembly or used as part of a wireline retrieval system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of time

If the inner tube assembly is pumped into place using hydraulic pressure in horizontal or upwardly oriented boreholes, then the core sample retrieval time is reduced, but the risk of unintended egress and high velocity expulsion from the borehole increases

Engineering Contradiction:
Improvecore sample retrieval timeVSAvoidunintended egress hazard
Core Design Contradiction:
Loss of timeVSObject-affected harmful factors

Solution Approach 1:

The braking device is pre-installed on the wireline retrieval system before entering the borehole. The brake elements are positioned to engage with the borehole wall in advance, creating a counteracting friction force that prevents unintended egress. The bias member pre-loads the brake elements against the tapered surface, ensuring immediate braking capability upon deployment.

Inventive Principle:
Principle #9Preliminary anti-action

Solution Approach 2:

The braking device acts as an intermediary between the wireline retrieval system and the borehole wall. It transfers and controls the interaction forces between the moving inner tube assembly and the stationary borehole, using friction engagement to regulate motion and prevent hazardous expulsion while allowing controlled retrieval operations.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If the brake elements are maintained in constant contact with the borehole wall through bias member force, then unintended expulsion is prevented, but friction and energy loss increase

Engineering Contradiction:
Improveprevention of unintended expulsionVSAvoidfriction energy loss
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The braking device employs a dynamic friction engagement system where the brake elements can adjust their contact pressure with the borehole wall based on operational conditions. The bias member provides a baseline contact force for reliability, while the tapered surface geometry allows the engagement depth to vary, enabling the system to maintain sufficient friction for safety while minimizing energy loss during normal operations.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If the brake elements engage deeply with the tapered surface to increase friction, then control over the drilling assembly is improved, but the device complexity increases

Engineering Contradiction:
Improvecontrol of drilling assemblyVSAvoidbraking device structure
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The braking device utilizes a tapered cylindrical surface geometry that provides gradual engagement of the brake elements. The tapered shape allows for smooth, progressive friction engagement as the wireline assembly moves along the taper, simplifying the control mechanism while maintaining effective braking. The curved tapered surface distributes the friction forces more evenly compared to abrupt engagement surfaces.

Inventive Principle:
Principle #14Spheroidality (Curvature)

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 braking device effectively prevents the drilling assembly from being expelled from the borehole, ensuring safer and more controlled retrieval of core samples by maintaining frictional engagement with the borehole wall, thus reducing the risk of accidents and operational inefficiencies.

Implementation Method 1

a bias member configured to exert a biasing force on the body member to move the body member toward the brake retainer

Methodology Applied
Scientific EffectBiasing force: Spring

Implementation Method 2

maintaining frictional engagement with the borehole wall, thus reducing the risk of accidents

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP2271818B1Braking devices and methods for use in drilling operations
Publication Date: 2018.02.28 LONGYEAR TM INC
  • EP2271818B1 patent drawingFigure 1
  • EP2271818B1 patent drawingFigure 2A~2B
  • EP2271818B1 patent drawingFigure 2C

AI summary

A braking device for drilling operations in a borehole includes a brake retainer having a plurality of brake connector openings defined therein, a body member having a tapered surface having a first diameter and a second diameter, the second diameter being larger than the first diameter, at least one brake element positioned at least partially between the brake retainer and the body member and in communication with the tapered surface and at least one of the brake connector openings, and a bias member configured to exert a biasing force on the body member to move the body member toward the brake retainer to move the brake element from contact with the first diameter of the tapered surface toward contact with the second diameter.