Vibrational Tool with Rotating Engagement Surfaces

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Solution Overview

Problem

Conventional and coiled tubing drilling rigs face challenges in advancing tubing further into a wellbore due to frictional forces, especially in deviated or horizontal wells, where the weight of the drill string is insufficient to overcome drag, and coiled tubing is prone to sticking and lodgment.

Innovation Solution

A vibrational tool with rotating engagement surfaces and a symmetrical mass that produces vibrations through a camming action, utilizing drilling fluid flow to create axial vibrations and a stabilizing gyroscopic effect, which helps overcome friction and stabilize the tubing within the wellbore.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Loss of time

If coiled tubing is used instead of conventional drill pipe, then setup time and cost are reduced, but frictional resistance and sticking problems increase

Engineering Contradiction:
Improvesetup timeVSAvoidfrictional resistance
Core Design Contradiction:
Loss of timeVSForce

Solution Approach 1:

The patent employs a vibratory tool that generates mechanical vibrations along the coiled tubing string. These vibrations create oscillatory motion that reduces static friction and prevents the tubing from sticking to the wellbore wall, enabling continued advancement despite the inherently higher frictional resistance of flexible coiled tubing compared to rigid drill pipe

Inventive Principle:
Principle #18Mechanical vibration

Solution Approach 2:

The vibratory tool produces periodic oscillations along the tubing string, creating cyclical variations in contact pressure and friction forces. This periodic action prevents continuous adhesion between the tubing and wellbore, allowing the tubing to advance through the wellbore more effectively

Inventive Principle:
Principle #19Periodic action

2Adaptability or versatility

If coiled tubing is used instead of conventional drill pipe, then operational flexibility is improved, but ability to overcome wellbore friction deteriorates

Engineering Contradiction:
Improveoperational flexibilityVSAvoidability to advance tubing
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The vibratory tool generates mechanical oscillations that propagate along the coiled tubing string, creating dynamic motion that overcomes static friction forces. This enables the tubing to advance through deviated and horizontal well sections where its flexibility would otherwise cause it to stick to the wellbore wall

Inventive Principle:
Principle #18Mechanical vibration

Solution Approach 2:

The patent converts the harmful sticking effect caused by coiled tubing flexibility into a beneficial effect by using vibrations to create controlled oscillatory motion. The same flexibility that causes sticking is utilized to transmit vibrational energy along the tubing string, converting a disadvantage into an advantage for overcoming friction

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

3Force

If weight of drill string is increased to overcome friction, then downward movement is improved, but equipment complexity and cost increase

Engineering Contradiction:
Improvedownward movement forceVSAvoidequipment complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

Instead of increasing the weight of the drill string, the patent introduces a vibratory tool that generates oscillatory forces. These vibrations create dynamic loading conditions that reduce the effective friction between the tubing and wellbore, achieving the same effect as increased weight without the associated increase in equipment complexity and cost

Inventive Principle:
Principle #18Mechanical vibration

Solution Approach 2:

The patent replaces the mechanical approach of increasing drill string weight with a vibrational mechanism. The vibratory tool converts rotational energy from the surface into longitudinal oscillations along the tubing, substituting a complex heavy-weight system with a more efficient vibration-based force generation system

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

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 tool effectively reduces drag and enhances the downward movement of coiled tubing by generating efficient vibrations and a stabilizing gyroscopic effect, improving drilling efficiency in challenging wellbore conditions.

Implementation Method 1

A spring mounted within the housing urges the first variable shaped engagement surface and the second variable shaped engagement surface together

Methodology Applied
Scientific EffectSpring force: Spring

Implementation Method 2

a first pair of variable shaped engagement surfaces which produce vibrations when the rotatable mass rotates with respect to the housing thereby causing relative reciprocal motion of between the first variable shaped engagement surface and the second variable shaped engagement surface

Methodology Applied
Scientific EffectCamming action: Cam

Implementation Method 3

a fluid flow path through the housing which engages the mass to urge the rotation of the mass

Methodology Applied
Scientific EffectFluid flow force: Fluid Spray

Implementation Method 4

provide a stabilizing gyroscopic effect due to rotation of a symmetrical mass around the axis of the tool

Methodology Applied
Scientific EffectGyroscopic effect: Gyroscope

Data Source

PatentUS9033067B2Vibrational tool with rotating engagement surfaces and method
Publication Date: 2015.05.19 CNPC USA CORP
  • US9033067B2 patent drawing
  • US9033067B2 patent drawing
  • US9033067B2 patent drawing

AI summary

A vibrational tool and method is disclosed, which may be utilized to assist in lowering a drill string into a wellbore. In one embodiment, a reciprocating member and a symmetrical rotating member are mounted within a vibrational tool housing. The reciprocating member is urged in one embodiment by a spring assembly toward the rotating member whereby engagement surfaces on the reciprocating member and rotating member encounter each other. As the rotating member rotates, variable surfaces on the engagement surface cause the reciprocating member to reciprocate as the variable surfaces follow or cam with respect to each other during rotation. The resistance to rotation by engagement surfaces and spring assembly, and mass of the rotating member, result in vibrational forces, when drilling fluid flows through the vibration tool housing.