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US4836301A Expired / Lapsed US ⏱️ 0.0 years remaining

Method and apparatus for directional drilling

Assignee: Shell USA Inc
•
Filing: 1987-05-15
•
Granted: 1989-06-06
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Expires: 2007-05-15
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Abstract

Abstract A method of directionally drilling a borehole makes use of a drilling assembly including an apparatus having an upper section with a longitudinal axis I, and a lower section having a central axis II and including at least part of a rotary drill bit, said sections being interconnected by a universal pivot mechanism. The method comprises rotating the assembly in such a manner that the upper section rotates about said longitudinal axis I and the lower section rotates about said central axis II. During at least part of the drilling operations said central axis II is tilted and rotated in an orbital mode relative to said longitudinal axis I such that a plane containing said two axes is maintained in a predetermined orientation relative to a reference direction.

Inventors

  • 👤 Johannes C. M. van Dongen
  • 👤 Robert N. Worrall

Bibliographic Details

Application Number —
Jurisdiction US
Data Source google_patents
Last Synchronized 2026-10-30 20:20
CPC Classifications
E; E21; E21B; E21B10/00; E21B7/00; E21B7/04; E21B7/06; E21B7/065

Claims Analysis

Total Claims: 38
Claim 1
Independent Claim 165 words
Method of directionally drilling a borehole using a drilling assembly including an apparatus having an upper section with a longitudinal axis, and a lower section having a central axis and including at least part of a rotary drill bit, said sections being interconnected by a universal pivot mechanism, the method comprising rotating the assembly in such a manner that the upper section rotates with the drill string about said longitudinal axis and the lower section rotates about said central axis to drive the rotary drill bit and, simultaneously, during at least part of the drilling operations, tilting said lower section and rotating it in an orbital mode relative to said longitudinal axis at an equal speed and opposite direction from the rotation of the rotary drill bit, thereby orbiting the lower section about the longitudinal axis such that a plane defined by the longitudinal axis and the central axis of the tilted lower section is maintained in a predetermined orientation relative to a reference direction.
Claim 2
Dependent Claim 165 words
Method of directionally drilling a borehole using a drilling assembly including an apparatus having an upper section with a longitudinal axis, and a lower section having a central axis and including at least part of a rotary drill bit, said sections being interconnected by a universal pivot mechanism, the method comprising rotating the assembly in such a manner that the upper section rotates with the drill string about said longitudinal axis and the lower section rotates about said central axis to drive the rotary drill bit and, simultaneously, during at least part of the drilling operations, tilting said lower section and rotating it in an orbital mode relative to said longitudinal axis at an equal speed and opposite direction from the rotation of the rotary drill bit, thereby orbiting the lower section about the longitudinal axis such that a plane defined by the longitudinal axis and the central axis of the tilted lower section is maintained in a predetermined orientation relative to a reference direction.
Claim 3
Dependent Claim 58 words
The method of claim 1, wherein said tilting of said lower section induces said central axis to obtain an inclined position relative to the direction of the lower end of the borehole, thereby causing cutting elements mounted on the bit to cut sideways relative to said borehole direction and to drill a borehole section with a curved path.
Claim 4
Dependent Claim 31 words
The method of claim 2, wherein during selected periods of the drilling operation the central axis of the lower section is maintained concentric with the longitudinal axis of the upper section.
Claim 5
Independent Claim 158 words
A method of directionally drilling a borehole using a drilling assembly including an apparatus having an upper section with a longitudinal axis, a lower section having a central axis and including at least part of a rotary drill bit, said sections being interconnected by a universal pivot mechanism, the method comprising: rotating the drilling assembly in such a manner that the upper section rotates with the drill string about said longitudinal axis and the lower section and the drill bit rotate about said central axis; tilting said lower section and rotating it in an orbital mode relative to said longitudinal axis at an equal speed and opposite direction from the rotation of the rotary drill bit such that a plane defined by the longitudinal axis of the upper section and the central axis of the tilted lower section is maintained in a predetermined orientation relative to a reference direction during at least a part of the drilling operations.
Claim 6
Independent Claim 158 words
A method of directionally drilling a borehole using a drilling assembly including an apparatus having an upper section with a longitudinal axis, a lower section having a central axis and including at least part of a rotary drill bit, said sections being interconnected by a universal pivot mechanism, the method comprising: rotating the drilling assembly in such a manner that the upper section rotates with the drill string about said longitudinal axis and the lower section and the drill bit rotate about said central axis; tilting said lower section and rotating it in an orbital mode relative to said longitudinal axis at an equal speed and opposite direction from the rotation of the rotary drill bit such that a plane defined by the longitudinal axis of the upper section and the central axis of the tilted lower section is maintained in a predetermined orientation relative to a reference direction during at least a part of the drilling operations.
Claim 7
Dependent Claim 59 words
The method of claim 4, wherein said tilting of said lower section induces said central axis to obtain an inclined position relative to the direction of the lower end of the borehole, thereby causing cutting elements mounted on the bit to cut sideways relative to said bore-hole direction and to a drill a borehole section with a curved path.
Claim 8
Dependent Claim 33 words
A method in accordance with claim 5, wherein, during selective periods of the drilling operation, the central axis of the lower section is maintained concentric with the longitudinal axis of the upper section.
Claim 9
Independent Claim 154 words
An apparatus for directional drilling from an end of a rotating drill string, the apparatus comprising: an upper section having a longitudinal axis and being suitable to be coupled at the lower end of the rotating drill string; a lower section having a central axis and suitable for operable connection with a rotary drill bit; a universal pivot mechanism interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudina axis of the upper section while the rotating drill string continues to drive the drill bit; and a steering means for rotating the lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis of the lower section in a predetermined orientation relative to a reference direction.
Claim 10
Independent Claim 154 words
An apparatus for directional drilling from an end of a rotating drill string, the apparatus comprising: an upper section having a longitudinal axis and being suitable to be coupled at the lower end of the rotating drill string; a lower section having a central axis and suitable for operable connection with a rotary drill bit; a universal pivot mechanism interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudina axis of the upper section while the rotating drill string continues to drive the drill bit; and a steering means for rotating the lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis of the lower section in a predetermined orientation relative to a reference direction.
Claim 11
Dependent Claim 18 words
The apparatus of claim 2, wherein the universal pivot mechanism is comprised of a spherically-shaped elastomeric bearing element.
Claim 12
Independent Claim 165 words
An apparatus for directional drilling from an end of a rotating drill string, the apparatus comprising: a rotary drill bit; and a drill string member mounted above the rotary drill bit, comprising: an upper section having a longitudinal axis and being suitable to be coupled at the lower end of the rotating drill string; a lower section having a central axis and suitable for operable connection with a rotary drill bit; a universal pivot mechanism comprising a spherically-shaped elastomeric bearing element interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudinal axis of the upper section; and a steering means for rotating the central axis of said lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis in a predetermined orientation relative to a reference direction.
Claim 13
Independent Claim 165 words
An apparatus for directional drilling from an end of a rotating drill string, the apparatus comprising: a rotary drill bit; and a drill string member mounted above the rotary drill bit, comprising: an upper section having a longitudinal axis and being suitable to be coupled at the lower end of the rotating drill string; a lower section having a central axis and suitable for operable connection with a rotary drill bit; a universal pivot mechanism comprising a spherically-shaped elastomeric bearing element interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudinal axis of the upper section; and a steering means for rotating the central axis of said lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis in a predetermined orientation relative to a reference direction.
Claim 14
Dependent Claim 93 words
The apparatus of claim 9, wherein the steering means comprise a flow deflector mounted rotatably in the upper section of the drill string member and a flow diverting element which is rigidly connected to said upper section and protrudes into the lower section such that between the element and the inner wall in said lower section an annular space is formed, the flow deflector comprising a flow channel which can by rotating the deflector relative to the upper section cause a rotating hydrodynamic radial force to be generated in the said annular space.
Claim 15
Dependent Claim 101 words
The apparatus of claim 9, wherein the steering means comprise a flow deflector rotatably mounted in the upper section and a flow diverting element which is rigidly connected to the lower section and protrudes into the upper section such that between the element and the inner wall of said the upper section such that between the element and the inner wall of said upper section an annular space is formed, the flow deflector comprising a flow channel which can by rotating the deflector relative to the upper section cause a rotating hydrodynamic radial force to be generated in said annular space.
Claim 16
Dependent Claim 45 words
The apparatus of claim 9, wherein the steering means comprises a moineau motor arranged in the drill string member, said moineau motor having a stator part rigidly connected to the upper section and a rotor part rotatably mounted around said extension of the lower section.
Claim 17
Dependent Claim 26 words
The apparatus of claim 12, wherein the steering means further comprise valve means for controlling the amount of fluid flowing during drilling through said moineau motor.
Claim 18
Dependent Claim 25 words
The apparatus of claim 12, wherein electromagnetic brake means are provided for controlling the speed of rotation of said rotor part relative to said extension.
Claim 19
Dependent Claim 52 words
The apparatus of claim 9, wherein at least part of the apparatus is mounted in a rotary drill bit having a bit mandrel and a bit carcass, the upper section of the apparatus being formed by the bit mandrel and the lower section of the apparatus being formed by the bit carcass.
Claim 20
Dependent Claim 33 words
The apparatus of claim 15, wherein the bit mandrel comprises an extension protruding into the bit carcass thereby forming an annular space between said extension and the interior wall of the bit carcass.
Claim 21
Dependent Claim 29 words
The apparatus of claim 16, wherein the bit mandrel and bit carcass are interconnected by a universal pivot mechanism comprising a spherically-shaped elastomeric bearing and a ball-shaped thrust bearing.
Claim 22
Dependent Claim 59 words
The apparatus of claim 16, wherein the steering means comprise a flow deflector which is rotatably mounted in the drill string above the rotary drill bit, in which a flow channel is arranged by rotating the flow deflector relative to the drill string, sequentially bringing the flow channel into fluid communication with different parts of the said annular space.
Claim 23
Independent Claim 176 words
An apparatus for directional drilling from an end of a rotating drill string, the apparatus comprising: a rotary drill bit comprising: a bit mandrel; a bit carcass operably connected to the bit mandrel; and a directional device comprising: an upper section formed by the bit mandrel and having a longitudinal axis and being suitable to be coupled at the lower end of rotating drill string; a lower section formed by the bit carcass and having a central axis and suitable for operable connection with a rotary drill bit; a universal pivot mechanism interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudinal axis of the upper section; and a steering means for rotating the central axis of said lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis in a predetermined orientation relative to a reference direction.
Claim 24
Independent Claim 176 words
An apparatus for directional drilling from an end of a rotating drill string, the apparatus comprising: a rotary drill bit comprising: a bit mandrel; a bit carcass operably connected to the bit mandrel; and a directional device comprising: an upper section formed by the bit mandrel and having a longitudinal axis and being suitable to be coupled at the lower end of rotating drill string; a lower section formed by the bit carcass and having a central axis and suitable for operable connection with a rotary drill bit; a universal pivot mechanism interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudinal axis of the upper section; and a steering means for rotating the central axis of said lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis in a predetermined orientation relative to a reference direction.
Claim 25
Dependent Claim 33 words
The apparatus of claim 19, wherein the bit mandrel comprises an extension protruding into the bit carcass thereby forming an annular spacing between said extension and the interior wall of the bit carcass.
Claim 26
Dependent Claim 28 words
The apparatus of claim 20, wherein the bit mandrel and bit carcass are interconnected by a pivot mechanism comprising a sperically-shaped elastomeric bearing and a ball-shaped thrust bearing.
Claim 27
Dependent Claim 58 words
The apparatus of claim 19, wherein the steering means comprise a flow deflector which is rotatably mounted in a drill string section above the bit, in which deflector a flow channel is arranged which can by rotating the deflector relative to the drill string be brought sequentially in fluid communication with different parts of the said annular space.
Claim 28
Dependent Claim 44 words
The apparatus of claim 22, wherein the rotating flow deflector is connected to a motor which is able to rotate the flow deflector relative to upper section at such a speed that the flow deflector is substantially stationary relative to a fixed reference direction.
Claim 29
Dependent Claim 52 words
The apparatus of claim 23, wherein the flow deflector comprises a spiralling flow channel which is shaped in such a way that the deflector is rotated by the fluid flowing through the channel and braking means are provided for controlling the speed of rotation of the flow deflector relative to said section.
Claim 30
Dependent Claim 14 words
The apparatus of claim 24, wherein the braking means consists of an electrical generator.
Claim 31
Dependent Claim 14 words
The apparatus of claim 24, wherein the braking means consists of an hydraulic pump.
Claim 32
Independent Claim 154 words
An apparatus for directional drilling with a rotary drill bit from an end of a rotating drill string, the apparatus comprising: an upper section having a longitudinal axis and being suitable to be coupled at the lower end of the rotating drill string; a lower section having a central axis and suitable for operable connection with the rotary drill bit; a universal pivot mechanism comprising a spherically-shaped elastomeric bearing element interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudinal axis of the upper section; and a steering means for rotating the central axis of said lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis in a predetermined orientation relative to a reference direction.
Claim 33
Independent Claim 154 words
An apparatus for directional drilling with a rotary drill bit from an end of a rotating drill string, the apparatus comprising: an upper section having a longitudinal axis and being suitable to be coupled at the lower end of the rotating drill string; a lower section having a central axis and suitable for operable connection with the rotary drill bit; a universal pivot mechanism comprising a spherically-shaped elastomeric bearing element interconnecting said upper and lower sections in such a manner that upon pivoting of the universal pivot mechanism during drilling, said central axis of the lower section is pivoted over a small angle relative to the longitudinal axis of the upper section; and a steering means for rotating the central axis of said lower section in an orbital mode relative to the longitudinal axis of the upper section and for simultaneously maintaining said central axis in a predetermined orientation relative to a reference direction.
Claim 34
Dependent Claim 93 words
The apparatus of claim 27 wherein the steering means comprises a flow deflector mounted rotatably in the drill string and a flow diverting element which is rigidly connected to said upper section and protrudes into the lower section such that an annular space is formed between the flow diverting element and the inner wall of said lower action, the flow deflector comprising a flow channel which is effective to cause a rotating hydrodynamic radial force to be generated in the said annular space by rotating the flow deflector relative to the upper section.
Claim 35
Dependent Claim 44 words
The apparatus of claim 28, wherein the steering means comprises a moineau motor arranged in said annular space, said moineau motor having a stator part rigidly connected to the upper section and a rotor part rotatably mounted around an extension of the lower section.
Claim 36
Dependent Claim 26 words
The apparatus of claim 29, wherein the steering means further comprise valve means for controlling the amount of fluid flowing through said moineau motor during drilling.
Claim 37
Dependent Claim 44 words
The apparatus of claim 28 wherein the rotating flow deflector is connected to a motor which is able to rotate the flow deflector relative to upper section at such a speed that the flow deflector is substantially stationary relative to a fixed reference direction.
Claim 38
Dependent Claim 87 words
The apparatus of claim 27, wherein the steering means comprises a flow deflector rotatably mounted in the upper section, and a flow diverting element which is rigidly connected to the lower section and protrudes into the upper section such that an annular space is formed between the flow diverting element and the inner wall of said upper section; the flow deflector defining a flow channel effective to generate a hydrodynamic radial force in the said annular space by rotating the flow deflector relative to the upper section.

References Cited (Backward Citations)

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USPTO Annuity & Maintenance Windows

Annuity Stage Window Opens Payment Deadline Surcharge Period Until Estimated Fee Status
3.5 Years (Year 4) 1992-06-05 1992-12-05 1993-06-06 $2000.00 Window Closed / Lapsed
7.5 Years (Year 8) 1996-06-05 1996-12-05 1997-06-06 $3760.00 Window Closed / Lapsed
11.5 Years (Year 12) 2000-06-05 2000-12-05 2001-06-06 $7700.00 Window Closed / Lapsed

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