Virtual Brake Control for Spindle Orientation in Directional Drilling

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Solution Overview

Problem

Horizontal directional drilling systems face challenges in maintaining the angular position of the spindle assembly during drilling operations, particularly when advancing the drill string without rotation, which is necessary for steering the drill bit.

Innovation Solution

A system comprising a spindle assembly, motor, sensor, and controller that uses a virtual brake condition to maintain the desired angular position of the spindle assembly by actuating the motor based on signals from the sensor, allowing for precise control without physical rotation brakes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a physical rotation brake is used to maintain spindle assembly angular position, then the angular position can be held during advancement, but the device complexity increases and reliability decreases due to mechanical wear and failure points

Engineering Contradiction:
Improvespindle position maintenance reliabilityVSAvoidbrake system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces the mechanical rotation brake system with an electrical control system. The controller receives clock position signals from the sensor, compares the position to the desired orientation, and actuates the motor to rotate the spindle assembly to the desired orientation. This substitution eliminates mechanical wear components while maintaining the ability to hold and adjust spindle position, thereby improving reliability and reducing device complexity.

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

Solution Approach 2:

The patent creates a virtual representation of the brake function through software control logic. Instead of physically braking the spindle, the system uses the motor control to maintain position by continuously comparing sensor feedback with desired orientation and making corrective rotations. This virtual brake condition replicates the functional effect of a physical brake without the mechanical complexity.

Inventive Principle:
Principle #26Copying

2Productivity

If the spindle assembly rotates during advancement, then drilling operations can proceed, but the angular position control becomes difficult and steering accuracy decreases

Engineering Contradiction:
Improvedrilling operation continuityVSAvoidangular position control precision
Core Design Contradiction:
ProductivityVSMeasurement precision

Solution Approach 1:

The patent implements a closed-loop feedback control system where a sensor continuously determines the clock position of the spindle assembly and sends signals to the controller. The controller compares the actual position with the desired orientation and automatically actuates the motor to correct any deviations. This feedback mechanism maintains precise angular position control during both rotation and advancement operations, enabling accurate steering while maintaining productivity.

Inventive Principle:
Principle #23Feedback

Data Source

PatentUS11118430B2Virtual brake system
Publication Date: 2021.09.14 CHARLES MACHINE WORKS INC
  • US11118430B2 patent drawing
  • US11118430B2 patent drawing
  • US11118430B2 patent drawing

AI summary

A brake system for maintaining an angular position of a spindle assembly. A pump-powered motor drives rotation of a spindle on the machine. When no rotation is desired, the spindle will slow, then stop at a desired angular orientation. A rotational sensor will determine the clock position, and a controller compares that to a desired angular orientation. If an error tolerance is exceeded, the motor will rotate the spindle back to the desired orientation.