Embodiments of the invention will now be described with reference to the accompanying drawings, in which:
a)-1(c) are schematic drawings of a portion of a drill string depicting three different configurations of a steering tool according to the invention.
a)-3(h) are a longitudinal section assembly drawing of the steering tool of
a)-4(c) are a partial longitudinal section assembly drawing of the steering tool of
Referring to
In
In
In
The principles of the invention are applicable to all of the configurations of the steering tool (20). A preferred embodiment of the invention in which the steering tool (20) is configured as a component of a drilling motor (26) is now described. In the preferred embodiment, the steering tool (20) is configured to maintain the drilling motor (26) in a vertical orientation as a target orientation. In other words, in the preferred embodiment the steering tool (20) is configured as a vertical steering tool.
In the preferred embodiment, the drilling motor (26) is comprised of a rotary motor so that the motor drive shaft (30) rotates relative to the motor housing (28) during operation of the drilling motor (26).
Referring to
The steering tool is comprised of a tubular housing (36), a tool actuating device (38), a plurality of hydraulically actuated steering devices (40), and a hydraulic control system (42). The housing (36) has an upper end (44) and a lower end (46).
The upper end (44) of the housing (36) is adapted to provide a lower continuation of the motor housing (28). The housing (36) may be comprised of a single piece, but in the preferred embodiment the housing (36) is comprised of a plurality of sections connected together. The housing (36) may be formed with the motor housing (28) or may be otherwise connected with the motor housing (28).
In
The housing (36) has an interior (48), an exterior (50), and defines a housing bore (52). A shaft (54) extends through the housing bore (52) from the upper end (44) to the lower end (46) of the housing (36). The shaft (54) is adapted to provide a lower continuation of the motor drive shaft (30). The shaft (54) may be formed with the motor drive shaft (30) or may be otherwise connected with the motor drive shaft (30).
In
The shaft (54) extends from the lower end (46) of the housing (36). A drill bit (24) is connected to the shaft (54) adjacent to the lower end (46) of the housing (36).
The shaft (54) defines a shaft bore (55) for conducting drilling fluid (not shown) through the steering tool (20). A small amount of drilling fluid may also pass through the housing bore (52) in order to provide lubrication for some components of the steering tool (20). Portions of the interior (48) of the housing (36) are isolated from the exterior (50) of the housing (36) and from the housing bore (52) by seals positioned along the length of the housing (36).
The interior (48) of the housing (36) defines two compartments which are also isolated from each other. A first compartment (56) contains the tool actuating device (38). A second compartment (58) provides the hydraulic control system (42).
The tool actuating device (38) is comprised of a pendulum (60). The first compartment (56) is therefore comprised of a pendulum chamber (62). A proximal end (64) of the pendulum (60) is pivotably supported in the interior (48) of the housing (36) by a universal joint (66) which comprises two hinges located in perpendicular planes. The pendulum (60) pivots about the universal joint (66) in order to provide a pivoting movement as an actuating movement for actuating the steering devices (40).
In the preferred embodiment, the pendulum (82) is supported concentrically within the housing (36) so that the axis of the pendulum (36) is parallel with the axis of the housing (36) when the housing (36) is at a vertical orientation.
The pendulum (60) is comprised of a tubular member which is contained in the interior (48) of the housing so that it surrounds the housing bore (52). A plurality of carbide rings (68) are mounted on the pendulum (60) adjacent to a distal end (70) of the pendulum. The carbide rings (68) provide additional weight for the pendulum (60) to shift its center of gravity toward the distal end (70) and to increase an actuating force which is associated with the pivoting movement of the pendulum (60).
The pendulum chamber (62) is filled with a viscous medium (not shown) which provides viscous damping of the pivoting movement of the pendulum (60). In the preferred embodiment the viscous medium is comprised of a relatively high viscosity hydraulic oil such as, for example, Mobil (™) SHC 639 lubricant.
The purpose of the hydraulic control system (42) is to convert the actuating movement of the pendulum (60) to independent actuation of the steering devices (40) between a retracted position and an extended position. The hydraulic control system (42) is comprised of a pressurization device (72), a reservoir (74) and a plurality of valve mechanisms (76).
The steering tool (20) is further comprised of a hydraulic fluid (not shown) for use in the hydraulic control system (42) in order to actuate the steering devices (40). In the preferred embodiment the hydraulic fluid is comprised of a relatively low viscosity hydraulic oil such as, for example, Mobil (™) SHC 624 lubricant.
Details of aspects of the hydraulic control system (42), including the pressurization device (72), the reservoir (74) and the valve mechanisms (76), are depicted in
The number of valve mechanisms (76) is equal to the number of steering devices (40) so that each of the valve mechanisms (76) is associated with the pendulum (60) and with one of the steering devices (40).
In the preferred embodiment the steering tool (20) includes four steering devices (40) and thus also includes four valve mechanisms (76). The four steering devices (40) are circumferentially spaced evenly about the exterior of the housing (36) so that their centerlines are separated by ninety degrees.
Referring to
Although the centerlines of the actuating levers (82) are separated by ninety degrees, the actuating levers (82) each extend circumferentially about the interior of the housing (36) for about sixty degrees, with the result that a space of about thirty degrees separates the peripheral edges of the actuating levers (82) in the preferred embodiment.
Referring to
The actuating levers (82) are capable of being moved by the pendulum (70) between a first actuator position and a second actuator position. When the actuating levers (82) are in the first actuator position, their associated steering devices (40) are actuated to the retracted position. When the actuating levers (82) are in the second actuator position, their associated steering devices (40) are actuated to the extended position.
When the housing (36) is at a vertical orientation, with the result that the pendulum (70) is oriented so that its axis is parallel with the axis of the housing (36), the actuating levers (82) are all in the first actuator position. As a result, when the housing (36) is at a vertical orientation, all of the steering devices (40) are actuated to the retracted position.
When the housing (36) is at an orientation which deviates from the vertical orientation, with the result that the pendulum (70) is oriented so that its axis is not parallel with the axis of the housing (36), one or two of the actuating levers (82) are moved from the first actuator position toward the second actuator position. As a result, when the housing (36) is at an orientation which deviates from the vertical orientation, one or two of the steering devices (40) is actuated to the extended position.
In the preferred embodiment, a deviation of the housing (36) of at least about 0.183 degrees from a vertical orientation will result in one or two of the actuating levers (82) being moved to the second actuator position, thus causing full actuation of the steering tool (20).
The steering devices (40) and their associated mechanical valve actuators (80) are circumferentially offset from each other by substantially 180 degrees, with respect to the centerlines of the steering devices (40) and the mechanical valve actuators (80).
Movement of one of the actuating levers (82) from the first actuator position toward the second actuator position results in the operation of its associated valve (78) in order to provide communication between the pressurization device (72) and the steering device (40) which is associated with the particular valve mechanism (76).
In the preferred embodiment, the hydraulic control system (42) is a “single-acting” hydraulic system which includes only a single communication path between the valve (78) and its associated steering device (40). As a result, the steering devices (40) in the preferred embodiment of the hydraulic control system (42) are actively actuated to the extended position but are passively actuated back to the retracted position.
As depicted in
Grooves or channels in the components of the housing (36) provide conduits between the ports (100,102,104) and the pressurization device (72), the reservoir (74) and the steering devices (40) respectively.
The hydraulic control system (42) of the preferred embodiment is depicted schematically in
In the alternate embodiment of the hydraulic control system (42) depicted in
In the alternate embodiment of the hydraulic control system (42) depicted in
In the alternate embodiment, when the mechanical valve actuator (80) is in the first actuator position, the steering device (40) communicates via a first steering device port (110) with the reservoir (74) via a reservoir port (112) and the steering device (40) communicates via a second steering device port (114) with the pressurization device (72) via a pressurized hydraulic fluid port (116). When the mechanical valve actuator (80) is in the second actuator position, the steering device (40) communicates via the first steering device port (110) with the pressurization device (72) via the pressurized hydraulic fluid port (116) and the steering device (40) communicates via the second steering device port (114) with the reservoir (74) via the reservoir port (112).
Grooves or channels in the components of the housing (36) provide conduits between the ports (110,114) and the steering devices (40) and between the ports (112,116) and the reservoir (74) and the pressurization device (72) respectively.
In all embodiments of the hydraulic control system (42), each of the valves (78) is preferably comprised of a device which is not pressure dependent in its operation. For example, a shuttle valve, in which the ends of the valve body engage the ports in order to seat the valve body, may be advantageous due to its simplicity. However, a shuttle valve is also pressure dependent in its operation because the pressures at the pressurized hydraulic fluid port (100) and the reservoir port (102) act on the valve body (98) in directions which are parallel to the reciprocation of the valve body (98).
In contrast, a spindle valve, in which the ports are arranged along the sides of the valve body and the valve body includes one or more grooves or necks to allow fluid to pass by the valve body, is not pressure dependent in its operation because the pressures at the pressurized hydraulic fluid port (100) and the reservoir port (102) act on the valve body (98) in directions which are perpendicular to the reciprocation of the valve body (98). As a result, although shuttle valves are depicted as the valves (78) in the preferred embodiment, spindle valves may be more preferred if pressure dependency of the valves (78) is to be avoided.
Referring to
Referring to
The pressurization device (72) draws the hydraulic fluid from the reservoir (74) in order to provide a supply of pressurized hydraulic fluid. As a result, the reservoir (74) is designed to have a reservoir pressure which is lower than a pressure of the pressurized hydraulic fluid which is provided by the pressurization device (72).
In the preferred embodiment, the pressurization device (72) is comprised of a swash plate pump (150). Referring to
The swash plate (152) is connected with the shaft (54) so that the swash plate (152) rotates with the shaft (54). As depicted in
The cylinder (154) is fixed to the housing (36) so that the swash plate (152) rotates relative to the cylinder (154) as the shaft (54) rotates. The cylinder (154) is comprised of an array of piston assemblies (156) which are spaced circumferentially around the cylinder (154). Each of the piston assemblies (156) is comprised of a piston (158) and a reciprocable actuator surface (160) which is associated with the piston (158) for causing reciprocation of the piston (158).
Referring to
The swash plate pump (150) is further comprised of a pump inlet (164) which communicates with the reservoir (74) and a pump outlet (166) which communicates with the valve (78) via the pressurized hydraulic fluid port (100). A filter (168) is provided at the pump outlet (166) to filter the hydraulic fluid which is delivered by the swash plate pump (150) to the pressurized hydraulic fluid port (100). The pump inlet (164) and the pump outlet (166) are both provided with pump check valves (170) which are biased toward a seated position by springs.
Referring to
The stationary plate (174) defines a plurality of engagement surfaces (176) for engaging the actuator surfaces (160) as the actuator surfaces (160) are biased toward the stationary plate (174). In the preferred embodiment the engagement surfaces (176) are comprised of dimples or depressions which are complementary to the actuator surfaces (160).
During rotation of the swash plate (152) with the shaft (54), the stationary plate (172) does not rotate, but pivots as it follows the angled profile of the swash plate (152). The actuator surfaces (160) remain in engagement with the engagement surfaces (176) on the stationary plate, causing the pistons (158) to reciprocate in the pumping chambers (162), thus causing the hydraulic fluid to be drawn from the reservoir (74) and pressurized by the swash plate pump (150) to provide the pressurized hydraulic fluid.
The swash plate (152), the stationary plate (172) and the bearing (174) are lubricated by drilling fluid which passes through the housing bore (52) between the housing (36) and the shaft (54).
Referring to
Referring to
Referring to
Referring to
Consequently, movement of one of the mechanical valve actuators (80) from the first actuator position to the second actuator position results in its associated steering pistons (190) communicating with the pressurized hydraulic fluid via the steering piston cylinders (192), which in turn results in the steering pistons (190) extending outward from the housing (36) as the steering piston cylinders (192) fill with the pressurized hydraulic fluid from the swash plate pump (150). Conversely, movement of the mechanical valve actuator (80) from the second actuator position to the first actuator position results in the steering pistons (190) communicating with the reservoir (74), which in turn results in the steering pistons (190) retracting inward toward the housing (36) as the pressurized hydraulic fluid drains from the steering piston cylinders (192) back to the reservoir (74).
In the preferred embodiment, and referring to
Referring to
Consequently, movement of one of the mechanical valve actuators (80) from the first actuator position to the second actuator position results in the steering pistons (190) extending outward from the housing (36) as the steering piston cylinders (192) on a first side of the steering pistons (190) fill with the pressurized hydraulic fluid from the swash plate pump (150) and the steering piston cylinders (192) on a second side of the steering pistons (190) drain the pressurized hydraulic fluid back to the reservoir (74). Conversely, movement of the mechanical valve actuator (80) from the second actuator position to the first actuator position reverses the process so that the steering piston cylinders (192) on the first side of the steering pistons (190) drain the pressurized hydraulic fluid back to the reservoir (74) while the steering piston cylinders (192) on the second side of the steering pistons (190) fill with pressurized hydraulic fluid from the swash plate pump (150).
In the preferred embodiment each of the steering devices (40) is further comprised of a steering blade (198). Referring to
The steering blade core (200) and the steering blade cover (202) are both connected with each of the steering pistons (190) by bolts which are accessible from the exterior (50) of the housing (36) without disassembling the steering tool (20).
The steering blades (198) are retained in a steering blade cavity (204) which is formed in the exterior (50) of the housing (36) by two blade stop members (206) which are located at both ends of the steering blade (198). Each of the blade stop members (206) is connected with the housing by a bolt which is accessible from the exterior (50) of the housing (36) without disassembling the steering tool (20).
Referring to
Also referring to
In the preferred embodiment, the first pressure balancing position (222) and thus the hydraulic fluid balancing port (228) are located between the steering devices (40) and the lower end (46) of the housing (36). The second pressure balancing position (232) and thus the viscous medium balancing port (238) are located between the upper end (44) of the housing (36) and the steering devices (40).
The first ambient pressure at the first pressure balancing position (222) is likely to be greater than the second ambient pressure at the second pressure balancing position (232) during the operation of the steering tool (20). In addition, in the event that the steering devices (40) effectively “pack-off” a borehole during use of the steering tool, a large pressure spike may occur at the first pressure balancing position (222).
In the preferred embodiment, the hydraulic control system (42) is therefore further comprised of an emergency relief valve (240) which is connected between the hydraulic control system (42) and the pendulum chamber (62) such that the hydraulic control system (42) communicates with the pendulum chamber (62) when the emergency relief valve (240) is in an open position., thereby releasing an amount of the hydraulic fluid from the hydraulic control system (42) to the pendulum chamber (62). In the preferred embodiment the emergency relief valve (240) is set to about 2000 psi or about 13800 kPa.
Referring to
The stabilizer (250) is comprised of a plurality of stabilizer blades (252) circumferentially spaced about the exterior (50) of the housing (36). The stabilizer blades (252) are removable from the housing (36) without disassembling the steering tool (20).
Each of the stabilizer blades (252) is retained in a stabilizer blade cavity (254) in the exterior (50) of the housing (36) by a stabilizer retaining ring (256) which is positioned at one end of the stabilizer blade (252). Each of the stabilizer blades (252) is further retained in the stabilizer blade cavity (254) by a combination, at the other end of the stabilizer blade (252), of an undercut (258) formed in the stabilizer blade (252) and an overcut (260) formed in the stabilizer blade cavity (254).
The stabilizer blades (252) are installed in the steering tool (20) by first inserting each of the stabilizer blades (252) in their respective stabilizer blade cavities (254) so that the undercuts (258) engage the overcuts (260), and then the stabilizer retaining ring is tightened over all of the stabilizer blades (252) to hold the stabilizer blades (252) in the stabilizer blade cavity (254).
Referring to
Referring to
In order to provide adequate flow of drilling fluid past the radial bearings (272,274,276), the radial bearings are comprised of helical flutes (not shown) which provide helical channels for drilling fluid to pass through, while still providing for close contact between the bearings (272,274,276) and the shaft (54). The helical design of the flutes ensures contact between the bearings (272,274,276) and the shaft (54) regardless of the relative positions of the shaft (54) and the bearings (272,274,276), since the flutes are sequentially and continuously moving into and out of contact with the shaft (54).
In the preferred embodiment, the mating surfaces of the radial bearings (272,274,276) are comprised of press fit carbide sleeves which provide a long wear life and which are also easily replaceable. In the preferred embodiment, the helical flutes are configured as left hand helixes in order to prevent contaminates contained in the drilling fluid from threading into the flutes during rotation of the shaft (54) and thereby causing torque or damage to the steering tool (20) or seizure of the shaft (54).
In use of the preferred embodiment, the steering tool (20) is incorporated into the drill string (22) so that the steering tool (20) is between the power section (not shown) of the drilling motor (26) and the drill bit (24).
In the preferred embodiment, the drill string (22), including the steering tool (20) and the drilling motor (26), are not typically rotated during drilling. Instead, the drill bit (24) is rotated by the drilling motor (26).
The axis of the pendulum (60) will remain substantially parallel with the axis of the housing (36) as long as the housing (36) remains in a vertical orientation as the target orientation. As a result, the four actuating levers (82) remain in the first actuator position and the steering devices (40) remain in the retracted position.
Minor pivoting movement of the pendulum (60) due to vibration or transient deviations of the housing (36) is dampened by the viscous medium contained in the pendulum chamber (62) and by the mechanical actuator dampening mechanism (130).
If the housing (36) begins to deviate from the vertical orientation, the pendulum (60) will pivot in the pendulum chamber (62), thus providing an actuating movement in the direction of the pivoting movement. The actuating movement is accompanied by an actuating force due to the weight of the pendulum (60).
The distal end (70) of the pendulum (60) will engage one or two of the four actuating levers (82) and the actuating movement will move the engaged actuating levers (82) from the first actuator position toward the second actuator position once the actuating force is sufficient to overcome any resistance to movement of the engaged actuating levers (82) due to friction and/or due to the valve mechanism biasing device (120).
Movement of the engaged actuating levers (82) toward the second actuator position will cause operation of the valves (78) which are associated with the engaged actuating levers (82).
In the preferred embodiment as depicted in
The steering devices (40) will be actuated to the extended position due to the communication between the pressurized hydraulic fluid provided by the swash plate pump (150) and the steering devices (40). In the preferred embodiment where the valves (74) are shuttle valves, the steering devices (40) will become actuated to the extended position as the actuating levers (82) are moved closer to the second actuator position, as the communication between the pressurized hydraulic fluid and the steering devices (40) becomes proportionately greater and the communication between the reservoir (74) and the steering devices (40) becomes proportionately less, due to movement of the valve bodies (98) between the pressurized hydraulic fluid port (100) and the reservoir port (102).
When the engaged actuating levers (82) are relatively close to the first actuator position, the steering devices (40) may remain actuated at the retracted position. When the engaged actuating levers (82) are relatively close to the second actuator position, the steering devices (40) may become actuated tot the extended position relatively quickly. The actuation of the steering devices (40) to the extended position will be opposed by the biasing forces provided by the steering device biasing mechanisms (194) and by any external forces which may be exerted on the steering devices (40) by the borehole or some other source.
The swash plate pump (150) operates continuously as long as the shaft (54) is rotating due to operation of the drilling motor (26). As a result, where the pumping rate of the swash plate pump (150) exceeds the extent to which the pressurized hydraulic fluid may be communicated to the steering devices (40), the pressurized hydraulic fluid is returned to the reservoir (74) via one or both of the pressure relief valves (180,184).
The engaged actuating levers (82) and their associated steering devices (40) are offset by substantially 180 degrees. As a result, pivoting of the pendulum (60) toward the “low side” of the steering tool (20) will result in the steering devices (40) at the “high side” of the steering tool to become actuated to the extended position in order to push the housing (36) back toward the vertical orientation.
As the housing (36) moves back toward the vertical orientation, the pendulum (60) pivots back toward the position where the axis of the pendulum (60) is substantially parallel to the axis of the housing (36). An actuating movement of the pendulum (60) is therefore generated which allows the engaged actuating levers (82) to move back toward the first actuator position.
As the engaged actuating levers (82) move back toward the first actuator position, the communication between the pressurized hydraulic fluid and the steering devices (40) lessens and communication between the reservoir (74) and the steering devices (40) is established and/or is increased. As the engaged actuating levers (82) move closer to the first actuator position, the steering devices (40) will become actuated to the retracted position, assisted by the biasing force of the steering device biasing mechanism (194) and by any external forces exerted on the steering devices (40).
As a result, it may be seen that the steering tool (20) in the preferred embodiment is configured so that inadvertent actuation of the steering devices (40) to the extended position is minimized, due to the dampening effect of the viscous medium in the pendulum chamber (62), the dampening effect of the mechanical actuator dampening mechanism (130), the biasing effects of the steering device biasing mechanisms (194), and the configuration of the actuating levers (82) and the valves (74), which configuration effectively limits actuation of the steering devices (40) to the extended position unless the actuating levers (82) are moved significantly toward the second actuator position.
In the event that the drill string (22) is rotated in order to perform rotary drilling with the drill string (22), the steering devices (40) will be inhibited from actuating or moving to the extended position due to their reduced weight (which limits centrifugal forces), due to the biasing effects of the steering device biasing mechanisms (194), and due to the relative light weight and substantial balancing of the actuating levers (82).
In addition, in the preferred embodiment the actuating levers (82) each extend circumferentially about the interior of the housing (36) for about sixty degrees, with the result that a space of about thirty degrees separates the peripheral edges of the actuating levers (82). As a result, during rotation of the drill string (22) during rotary drilling, the actuating levers (82) are in the second actuator position for less than half of each rotation of the drill string (22), regardless of the orientation of the housing (36). The steering devices (40) therefore have more opportunity to move to the retracted position than to the extended position during rotation of the drill string (22).
Referring to
In the second configuration, a borehole engaging device (34) may be associated with the housing (36) in order to inhibit the housing (36) from rotating with the drill string (22) as the drill string (22) during drilling. In the second configuration, drilling fluid may be passed through the drill string (22) in order to circulate the drilling fluid through the steering tool (20), and a small amount of drilling fluid may be permitted to pass between the drill string (22) and the housing (36) in order to lubricate components of the steering tool (20).
The second configuration of the steering tool (20) may otherwise be configured and operated in a similar manner as the steering tool (20) described in the preferred embodiment.
Referring to
In this third configuration, the tool actuating device (38), the steering devices (40) and the hydraulic control system (42) are configured so that the steering devices (40) are capable of actuating between the retracted position and the extended position in synchronization with the rotation of the drill string (22) so that the steering devices (40) are actuated substantially at the same rotational position during rotation of the drill string (22) in order to move the housing (36) back toward the target orientation.
In this third configuration, a shaft (54) may or may not be provided for the steering tool (20). A shaft (54) may be provided by a drilling motor (not shown) which is incorporated into the drill string (22) or by a member (not shown) which is contained within the housing bore (52). The purpose of the shaft (54) may be to provide a rotary movement to power a pump in similar manner as described in the preferred embodiment. Alternatively, the pressurization device (72) may be comprised of a different type of pump or may be comprised of a system for using the pressure of drilling fluid in order to actuate the steering devices (40).
Drilling fluid may be passed through the housing bore (52) in order to circulate the drilling fluid through the steering tool (20). Alternatively or additionally, if a shaft (54) is provided in the steering tool (20), the drilling fluid may be passed through the shaft bore (55).
In the third configuration, it may be necessary to provide modifications to the preferred embodiment of the steering tool (20) so that the steering devices (40) are capable of being actuated quickly enough to provide synchronization with the rotation of the drill string (22). As a first example, the dampening effects of the viscous medium in the pendulum chamber (62) and the mechanical actuator dampening mechanism (130) may be reduced. As a second example, the flowrates of hydraulic fluid to and from the steering devices (40) may be increased by increasing the size of the conduits amongst the pressurization device (72), the reservoir (74), and the steering devices (40). As a third example, the pumping rate of the pressurization device (72) may be increased. As a fourth example, a double-acting hydraulic system may be utilized. As a fifth example, a tool actuating device (38) which has a shorter natural frequency than the pendulum (60) of the preferred embodiment may be used.
Finally, in any of the configurations of the steering tool (20), the steering tool (20) may provide a vertical orientation as the target orientation or may provide some other orientation as the target orientation. If the target orientation is not a vertical orientation, the orientation of the tool actuating device (38) in the housing (36) may be altered to reflect the target orientation. Alternatively or additionally, the mechanical valve actuators (80) may be configured so that the first actuator position and the second actuator position are provided with reference to the target orientation.
If the target orientation is not a vertical orientation, the steering tool (20) or the drill string (22) may be further comprised of a surveying system (not shown) for determining the orientation of the steering tool (20) relative to a reference orientation so that the target orientation of the steering tool (20) has a reference.
Furthermore, in any of the configurations of the steering tool (20), the drill string (22) may be further comprised of any suitable drilling equipment and drilling tools for use in association with the drill string (22) and/or in association with any components of the drill string (22), including the steering tool (20).