Torque Transfer Coupling for Dual-Bit Drilling Load Control

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Solution Overview

Problem

Dual cutting interface drilling systems face challenges in maintaining optimal force distribution across downhole and uphole drill bits, especially when traversing boundaries between competent and incompetent rock formations, leading to potential damage due to uneven torque loading and drilling conditions.

Innovation Solution

A torque transfer apparatus with a rotatable body and torque limiting device, including a friction washer and fluid flow modifier, that couples and decouples the downhole and uphole drill bits based on torque differences, adjusting fluid flow to manage pressure and prevent excessive force on the downhole drill bit.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the drilling tool traverses a boundary between competent and incompetent rock formations, then the drilling conditions change rapidly requiring force distribution adjustment, but the downhole drill bit may encounter excessive force leading to tool damage

Engineering Contradiction:
Improveadaptability to changing rock formationsVSAvoidexcessive force on downhole drill bit
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The torque transfer apparatus incorporates a torque sensor that continuously monitors the torque experienced by the downhole drill bit and provides feedback to the control system. When the sensor detects torque exceeding a predetermined threshold, it automatically triggers the torque limiting device to disengage, preventing excessive force from damaging the drilling tool. This closed-loop feedback mechanism enables real-time adaptation to changing rock formation conditions.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The torque limiting device acts as an intermediary between the uphole drill bit and the downhole drill bit. It selectively transfers or blocks torque based on downhole conditions, mediating the force distribution to protect the vulnerable downhole drill bit while maintaining optimal drilling performance. The device includes a torque limiting mechanism that physically interrupts torque transmission when thresholds are exceeded.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 3:

The patent replaces purely mechanical force distribution systems with a hybrid system incorporating electronic sensors and control mechanisms. The torque sensor and control system electronically monitor and regulate torque transfer, substituting intelligent control for traditional mechanical-only force distribution, thereby enabling precise adaptation to varying rock formation competencies.

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

2Ease of operation

If the downhole drill bit is supported only by the drilling tool with thin walls, then the tool can fit through drill rods, but the thin walls are not structurally strong enough to handle excessive force

Engineering Contradiction:
Improveability to fit through drill rodsVSAvoidstructural strength of thin walls
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

The torque limiting device is configured with predetermined torque thresholds that are set before drilling operations begin. These thresholds are calibrated based on the structural capacity of the thin-walled drilling tool. By establishing these limits in advance, the system proactively prevents excessive force from reaching the vulnerable downhole drill bit, eliminating the need for thicker walls while maintaining safety.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The torque limiting device serves as a protective intermediary that decouples the uphole drill bit from the downhole drill bit when excessive torque is detected. This intermediary mechanism allows the thin-walled drilling tool to support the downhole drill bit without being subjected to full torque loads, effectively compensating for the reduced structural strength of thin walls.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If a predicable weight on bit force is applied to maintain optimal force distribution, then drilling efficiency is maintained, but the system cannot respond to rapid changes when traversing rock formation boundaries

Engineering Contradiction:
Improvedrilling efficiencyVSAvoidresponse to changing rock formations
Core Design Contradiction:
ProductivityVSAdaptability or versatility

Solution Approach 1:

The torque sensor provides continuous real-time monitoring of downhole drilling conditions, enabling the control system to detect changes in rock formation competency as they occur. This feedback mechanism allows the system to maintain optimal drilling efficiency by automatically adjusting torque distribution in response to actual downhole conditions rather than relying on predetermined fixed weight settings.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The torque limiting device transitions from a static, fixed weight-on-bit system to a dynamic system that automatically adjusts torque transfer based on real-time downhole conditions. The device can rapidly switch between engaged and disengaged states, enabling the drilling system to adapt its force distribution dynamically as it traverses boundaries between different rock formations, thereby maintaining optimal productivity across varying geological conditions.

Inventive Principle:
Principle #15Dynamics

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 apparatus ensures optimal torque distribution and fluid flow management, reducing the risk of damage to the drilling tool by automatically adjusting coupling and fluid flow in response to changing rock formations, maintaining efficient drilling operations.

Implementation Method 1

a friction washer interposed between the first member and the second member

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

a fluid flow modifier being configured to alter a flow rate of drilling fluid flowing through the axial bore when the torque limiting device engages and disengages the coupling between the first and second members

Methodology Applied
Scientific EffectFluid flow:

Data Source

PatentUS11795768B2Torque transfer and control apparatus for a drilling tool
Publication Date: 2023.10.24 REFLEX INSTRUMENTS ASIA PACIFIC PTY LTD
  • US11795768B2 patent drawing
  • US11795768B2 patent drawing
  • US11795768B2 patent drawing

AI summary

There is disclosed a torque transfer apparatus for a mineral drilling tool used in a downhole assembly of a drill string. The drilling tool has a downhole drill bit and one or more uphole drill bits spaced apart from the downhole drill bit, with the torque transfer apparatus being located between them. The apparatus has an axial bore therethrough for fluid flow and comprises first and second members being rotatably joined to each other. The apparatus rotationally couples and transfers torque between the first and second members when a torque difference between torque on the downhole drill bit and torque on the uphole drill bit is below a threshold torque value. The apparatus disengages the rotational coupling while the torque difference exceeds the threshold torque value. The flow rate of drilling fluid flowing through the axial bore is altered when the apparatus engages and disengages the coupling.