Threadless Shank Joint for Earth Boring Tools

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Solution Overview

Problem

Conventional methods for securing a metal shank to a bit body formed from hard and abrasive materials, such as particle-matrix composite materials, often fail due to torque and longitudinal forces during drilling operations, leading to detachment issues and increased costs for retrieval.

Innovation Solution

A threadless joint is formed between the bit body and the shank assembly using mechanical interference, where the shank assembly comprises two or more separate members secured around the bit body, with interlocking channels and protrusions configured to carry tensile and rotational loads, reducing the load on any adhesive or weld materials.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If conventional threaded connections with adhesive or weld materials are used to secure the shank to the bit body, then the assembly process is simplified, but the joint fails under torque and longitudinal forces during drilling operations

Engineering Contradiction:
Improveassembly processVSAvoidjoint strength
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The shank assembly is divided into two or more separate members that are assembled around the bit body. This segmentation allows the creation of a mechanical interference fit structure where each member contributes to load distribution, preventing joint failure under drilling forces while maintaining assembly simplicity through modular construction

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent replaces the chemical bonding mechanism (adhesive or weld materials) with a mechanical interference fit system. The mechanical system uses precisely fitted surfaces and geometric interlocking between the shank members and bit body to transmit loads, eliminating reliance on chemical bonds that fail under torque and longitudinal forces

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

2Device complexity

If a single-piece shank assembly is used, then the structure is simpler, but it cannot effectively distribute drilling loads and prevent joint failure

Engineering Contradiction:
Improveshank structureVSAvoidload distribution
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The shank is segmented into multiple members that can be independently positioned and secured around the bit body. This segmentation enables each member to carry specific portions of the drilling loads (torque, tensile, compressive forces), distributing the mechanical stress across multiple contact surfaces and preventing localized failure

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The shank assembly functions as a composite structure where multiple members with different geometric configurations work together. The composite nature of the assembly allows for optimized load paths where each member is designed to handle specific force vectors, enhancing overall reliability without requiring complex individual components

Inventive Principle:
Principle #40Composite materials

3Ease of manufacture

If adhesive or weld materials are used to secure the shank to the bit body, then the initial attachment is achieved, but the materials fail under the stress of drilling operations

Engineering Contradiction:
Improveattachment methodVSAvoidbond strength
Core Design Contradiction:
Ease of manufactureVSStrength

Solution Approach 1:

The patent completely replaces the chemical bonding system (adhesive or weld materials) with a pure mechanical interference fit system. The mechanical connection relies on friction, normal forces, and geometric interlocking between precisely fitted surfaces, eliminating the weak chemical bonds that fail under drilling stresses while maintaining ease of assembly through straightforward mechanical engagement

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

4Reliability

If a threadless joint design is implemented, then the load on adhesive or weld materials is reduced, but the mechanical interference structure becomes more complex

Engineering Contradiction:
Improvejoint stabilityVSAvoidmechanical interference structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The threadless joint achieves reliability through segmentation of the shank into multiple members that collectively create the mechanical interference structure. Each member contributes to the overall stability, distributing the complexity across multiple simpler components rather than requiring a single complex threaded structure, thereby reducing stress on any single bonding interface

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

The mechanical interference joint effectively transfers and distributes drilling loads, preventing failure of the adhesive or weld and ensuring the bit body remains securely attached to the shank, enhancing drilling stability and reducing the risk of detachment.

Implementation Method 1

A threadless joint is formed between the bit body and the shank assembly using mechanical interference, where the shank assembly comprises two or more separate members secured around the bit body, with interlocking channels and protrusions configured to carry tensile and rotational loads

Methodology Applied
Scientific EffectMechanical interference: Friction

Data Source

PatentEP2307658B1Methods of attaching a shank to a body of an earth boring tool including a load bearing joint and tools formed by such methods
Publication Date: 2014.10.29 BAKER HUGHES CO
  • EP2307658B1 patent drawingFigure 1
  • EP2307658B1 patent drawingFigure 2
  • EP2307658B1 patent drawingFigure 3

AI summary

Earth-boring rotary drill bits including a bit body attached to a shank assembly at a joint. In some embodiments, the joint may be configured to carry at least a portion of any tensile longitudinal and rotational load applied to the drill bit by mechanical interference at the joint. In additional embodiments, the joint may be configured to carry a selected portion of any tensile longitudinal load applied to the drill bit. Methods for attaching a shank assembly to a bit body of an earth-boring rotary drill bit include configuring a joint to carry at least a portion of any tensile longitudinal and rotational load applied to the drill bit by mechanical interference. Additional embodiments include configuring a joint to carry a selected portion of any tensile longitudinal load applied to the drill bit by mechanical interference.