Tilting Anti-Rotation System for Downhole Tools

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Solution Overview

Problem

Existing anti-rotation systems in rotary steerable downhole tools are not designed to allow the housing to rotate within the formation, which can lead to damage during tripping in or out of the borehole, as they constantly push anti-rotation blades radially outward, preventing them from retracting for protection.

Innovation Solution

An anti-rotation system with a carriage that can rotate and tilt anti-rotation blades from an extended to a retracted position, using load springs and an anti-rotation member to control blade engagement with the formation, allowing the housing to rotate and protect the blades during drilling and tripping operations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If anti-rotation blades are constantly pushed radially outward to engage the formation, then rotation resistance is improved, but blade protection during tripping operations deteriorates

Engineering Contradiction:
Improverotation resistanceVSAvoidblade protection
Core Design Contradiction:
ForceVSReliability

Solution Approach 1:

The anti-rotation blade system is made dynamic by allowing the carriage to rotate about the longitudinal axis, enabling the blades to transition between extended (engaged) and retracted (protected) positions based on operational mode, resolving the contradiction between maintaining rotation resistance and protecting blades during tripping

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system performs preliminary action by automatically extending the anti-rotation blades before drilling operations to ensure formation engagement, and retracting them before tripping operations to prevent damage, proactively preparing the system for upcoming operational requirements

Inventive Principle:
Principle #10Preliminary action

2Stability of the object's composition

If the housing is locked to prevent rotation, then steering control is improved, but operational flexibility during tripping deteriorates

Engineering Contradiction:
Improvesteering controlVSAvoidoperational flexibility
Core Design Contradiction:
Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The housing rotation capability is made dynamic through the rotatable carriage mechanism, allowing the system to switch between locked (steering control) and rotating (trip protection) states, enabling adaptability between different operational modes without compromising either steering control or operational flexibility

Inventive Principle:
Principle #15Dynamics

3Power

If anti-rotation blades are extended to engage formation, then reaction torque is improved, but risk of blade damage during tripping increases

Engineering Contradiction:
Improvereaction torqueVSAvoidblade damage risk
Core Design Contradiction:
PowerVSObject-affected harmful factors

Solution Approach 1:

The system applies preliminary action by automatically extending the anti-rotation blades before drilling operations begin to ensure maximum reaction torque availability, and retracting them before tripping operations to eliminate damage risk, proactively managing blade position based on anticipated operational requirements

Inventive Principle:
Principle #10Preliminary action

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

Enables selective rotation of the housing within the formation, protecting the anti-rotation blades and maintaining steering control by engaging and disengaging the blades as needed, enhancing the tool's operational flexibility and reducing damage during drilling and retrieval.

Implementation Method 1

the carriage is biased in a radially outward direction by load springs to an extended position in which the at least one anti-rotation blade engages the formation

Methodology Applied
Scientific EffectSpring force: Spring

Implementation Method 2

an anti-rotation member positioned within the housing proximate the carriage to resist rotation of the carriage about the carriage axis

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS11821311B2Tilting anti-rotation system
Publication Date: 2023.11.21 HALLIBURTON ENERGY SERVICES INC
  • US11821311B2 patent drawing
  • US11821311B2 patent drawing
  • US11821311B2 patent drawing

AI summary

Provided is an anti-rotation system and method of operating a downhole tool. The anti-rotation system, in one embodiment, includes a housing defining a longitudinal axis, and a carriage mounted within the housing, the carriage including at least one anti-rotation blade configured to engage a formation and resist rotation of the housing about the longitudinal axis. The carriage, in accordance with this embodiment, is configured to rotate about a carriage axis and tilt the at least one anti-rotation blade from a first extended position to a second at least partially retracted position.