Two-Part Drilling Tool for Whipstock Reliability

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Solution Overview

Problem

Current designs for running a whipstock assembly on a mill are inefficient due to unreliable shear values caused by combined loading on shear bolts, which limits their suitability for deep or highly deviated wells.

Innovation Solution

A two-part drilling and running tool system, comprising a smaller assembly connected to the whipstock assembly and functioning as a running tool, and a larger bit assembly that forms a combined bit assembly with the smaller assembly, allowing for reliable deployment and increased mechanical ratings for deeper or deviated wells.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If shear bolts are used to connect the whipstock assembly to the mill, then the assembly can be deployed, but the shear values become unreliable due to combined loading

Engineering Contradiction:
Improveshear value reliabilityVSAvoidcombined loading on shear bolts
Core Design Contradiction:
ReliabilityVSForce

Solution Approach 1:

The bit assembly is divided into two separate parts: a smaller assembly that connects to the whipstock assembly and a larger bit assembly. This segmentation allows the smaller assembly to bear the connection loads to the whipstock, preventing combined loading on shear bolts and ensuring reliable shear values.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The smaller assembly acts as an intermediary component between the whipstock assembly and the larger bit assembly. It transfers and distributes loads, preventing direct combined loading on the shear bolts that connect the whipstock to the mill.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If a single trip is used for both anchoring assembly setting and milling operations, then trip count is reduced, but device complexity increases

Engineering Contradiction:
Improvetrip countVSAvoidtool system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The patent combines multiple functions into a single integrated tool system: the smaller assembly provides both anchoring capability and connection to the whipstock assembly, while the larger bit assembly provides milling capability. This merging allows both anchoring assembly setting and milling operations to be performed in a single trip.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The smaller assembly is designed with multi-functionality, serving as both the anchoring mechanism and the connection interface to the whipstock assembly. The larger bit assembly serves as both a structural component and the milling tool, enabling multiple operations with a single tool system.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Data Source

PatentUS12320198B2Threaded 2 piece bit assembly
Publication Date: 2025.06.03 HALLIBURTON ENERGY SERVICES INC
  • US12320198B2 patent drawing
  • US12320198B2 patent drawing
  • US12320198B2 patent drawing

AI summary

Provided is a two part drilling and running tool, a downhole tool, a well system, and a method for forming a well system. The two part drilling and running tool, in at least one aspect, includes a conveyance, a smaller assembly coupled to an end of the conveyance, the smaller assembly having a collection of threads located proximate a downhole end thereof, the collection of threads configured to help engage and/or disengage from a wellbore tool positioned there below. The downhole tool, in accordance with this aspect, further includes a larger bit assembly slidably coupled to the conveyance, the smaller assembly and larger bit assembly configured to slidingly engage one another downhole to form a combined bit assembly.