Unidirectional Cutting Element Steering for Drilling

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Solution Overview

Problem

Existing drilling techniques require significant energy to steer a drill bit and form curved boreholes, especially those with small radii of curvature, as they necessitate pushing against the borehole wall, leading to inefficiency and increased energy expenditure.

Innovation Solution

A drill bit apparatus with extendable cutting elements and an abrasion-resistant gauge pad that creates a borehole cross-sectional shape with two circular arcs, allowing the drill bit to be urged radially, reducing energy expenditure by using the borehole shape to change direction rather than relying solely on the apparatus for steering.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If known steering techniques push against the borehole wall to alter drill bit direction, then the drill bit can be steered toward valuable resources or away from obstacles, but great amounts of energy are expended downhole and the energy requirement increases as the desired radius of curvature decreases

Engineering Contradiction:
Improvedrill bit steering capabilityVSAvoidenergy expenditure downhole
Core Design Contradiction:
Ease of operationVSUse of energy by moving object

Solution Approach 1:

Instead of the drill bit apparatus actively pushing against the borehole wall to steer, the invention inverts the approach by having the borehole wall shape passively guide the drill bit. The non-circular cross-sectional shape creates asymmetric contact forces that naturally urge the drill bit in the desired radial direction without requiring active pushing mechanisms.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The borehole shape itself serves the steering function. By creating a borehole with a specific non-circular cross-sectional shape featuring two circular arcs, the system enables the borehole geometry to automatically guide the drill bit direction through asymmetric contact forces, eliminating the need for separate steering mechanisms and reducing energy expenditure.

Inventive Principle:
Principle #25Self-service

2Shape

If known steering techniques push against the borehole wall to form curved boreholes, then directional control is achieved, but the energy required increases as the desired radius of curvature decreases

Engineering Contradiction:
Improveborehole curvatureVSAvoidenergy expenditure downhole
Core Design Contradiction:
ShapeVSUse of energy by moving object

Solution Approach 1:

Rather than using forceful pushing to create curvature, the invention allows the borehole's non-circular cross-sectional shape to passively guide the drill bit along curved paths. The asymmetric geometry creates natural steering forces that enable tight curvature without proportionally increasing energy expenditure.

Inventive Principle:
Principle #13The other way round (Inversion)

Solution Approach 2:

The extendable cutting elements dynamically adjust the borehole cross-sectional shape during drilling. By timing the extension and retraction of cutting elements, the system creates a non-circular borehole shape that dynamically guides the drill bit through curved paths, enabling flexible directional control with reduced energy requirements.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If extendable cutting elements engage and degrade the inner wall of the borehole to create cross-sectional shapes, then directional steering is achieved, but wear on the cutting elements and borehole wall occurs

Engineering Contradiction:
Improvedirectional controlVSAvoidwear on gauge pad and borehole wall
Core Design Contradiction:
Ease of operationVSObject-generated harmful factors

Solution Approach 1:

The gauge pad is designed with localized abrasion-resistant properties at specific contact zones. This localized quality enhancement protects the most wear-prone areas without requiring the entire gauge pad to be made of expensive superhard materials, thus reducing overall material consumption and cost while maintaining steering functionality.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The gauge pad combines conventional materials with localized abrasion-resistant coatings or inlays. This composite approach allows the majority of the gauge pad to be made from easier-to-machine, more cost-effective materials while incorporating superhard material only where wear resistance is critical for steering contact.

Inventive Principle:
Principle #40Composite materials

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

This approach reduces energy consumption by leveraging the borehole shape to alter the drill bit's direction, enabling efficient formation of curved boreholes with smaller radii of curvature while minimizing wear on the gauge pad and the borehole wall.

Implementation Method 1

Riding against the borehole wall provided with the cross-sectional shape described earlier may urge the body radially

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS10837234B2Unidirectionally extendable cutting element steering
Publication Date: 2020.11.17 SCHLUMBERGER TECH CORP
  • US10837234B2 patent drawing
  • US10837234B2 patent drawing
  • US10837234B2 patent drawing

AI summary

A drilling apparatus may alter a direction of travel of a drill bit as it forms a borehole in the earth by furnishing the borehole with a cross-sectional shape that urges the drill bit in a radial direction. Such a cross-sectional shape may comprise two circular arcs, one larger than the apparatus and one smaller. The apparatus may be urged away from the smaller circular arc and into the open space provided by the larger circular arc.Such an apparatus may comprise an axial body and a cutting element extendable in a single radial direction from an exterior of the axial body. Extension of the cutting element may allow it to engage and degrade an inner wall of the borehole. An abrasion-resistant gauge pad protruding from the exterior of the body may ride against the borehole wall and urge the body radially.