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Patent 2446097 Summary

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Claims and Abstract availability

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(12) Patent: (11) CA 2446097
(54) English Title: APPARATUS FOR CONTROLLING A DOWNHOLE DRILLING MOTOR ASSEMBLY
(54) French Title: APPAREIL POUR COMMANDER L'ASSEMBLAGE D'UN MOTEUR DE FORAGE DE FOND
Status: Expired and beyond the Period of Reversal
Bibliographic Data
(51) International Patent Classification (IPC):
  • E21B 04/00 (2006.01)
(72) Inventors :
  • WENZEL, KENNETH H. (Canada)
  • WENZEL, WILLIAM R. (Canada)
(73) Owners :
  • KENNETH H. WENZEL
  • WILLIAM R. WENZEL
(71) Applicants :
  • KENNETH H. WENZEL (Canada)
  • WILLIAM R. WENZEL (Canada)
(74) Agent: NATHAN V. WOODRUFFWOODRUFF, NATHAN V.
(74) Associate agent:
(45) Issued: 2010-02-16
(22) Filed Date: 2003-11-07
(41) Open to Public Inspection: 2005-05-07
Examination requested: 2005-09-06
Availability of licence: N/A
Dedicated to the Public: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): No

(30) Application Priority Data: None

Abstracts

English Abstract

An apparatus for controlling a downhole drilling motor assembly includes a tubular housing having an interior sidewall which defines an interior bore. A mandrel is rotatably mounted within the interior bore of the housing. The mandrel has an exterior surface. A hydraulic dampener assembly is disposed between the interior sidewall of the housing and the exterior surface of the mandrel. The hydraulic dampener assembly limits the rate of rotation of the mandrel within the housing, thereby providing a preset resistance to reactive torque. The described apparatus can also be used as a steering tool by the addition of a feature that selectively blocks the flow of hydraulic fluids through the hydraulic dampener, thereby locking the mandrel in a selected directional position.


French Abstract

L'invention concerne un appareil pour commander l'assemblage d'un moteur de forage de fond, ledit appareil comprenant une paroi latérale intérieure définissant un alésage intérieur. Un mandrin est fixé de manière rotative dans l'alésage intérieur du boîtier. Le mandrin comporte une surface extérieure. Un ensemble de mouillage hydraulique est placé entre la paroi latérale intérieure et la surface extérieure de la surface du mandrin. L'ensemble de mouillage hydraulique régularise la cadence de rotation du mandrin dans le boîtier, assurant ainsi une résistance préréglée au couple réactif. L'appareil en question peut également servir d'outil de direction par l'ajout d'une fonction qui bloque sélectivement l'écoulement de fluides hydraulique à travers le mouilleur hydraulique, ce qui bloque le mandrin dans une position directionnelle sélectionnée.

Claims

Note: Claims are shown in the official language in which they were submitted.


16
THE EMBODIMENTS OF THE INVENTION IN WHICH AN EXCLUSIVE
PROPERTY OR PRIVILEGE IS CLAIMED ARE DEFINED AS FOLLOWS:
1. An apparatus for controlling a downhole drilling motor
assembly, comprising:
a tubular housing having an interior sidewall which
defines an interior bore;
a mandrel rotatably mounted within the interior bore of
the housing, the mandrel having an exterior surface;
a hydraulic dampener assembly disposed between the
interior sidewall of the housing and the exterior surface of
the mandrel, the hydraulic dampener assembly limiting the rate
of rotation of the mandrel within the housing, thereby
providing a preset resistance to reactive torque; and
the hydraulic dampener comprising:
an annular body having a sidewall, a first end, a
second end, an interior surface and an exterior surface;
a splined engagement between the interior surface
of the annular body and the exterior surface of the mandrel,
such that the annular body rotates with the mandrel while
being capable of limited axial movement along the mandrel;
a guide track on the exterior surface of the
annular body which encircles the annular body, the guide track
alternatively extending in a first direction from the first
end toward the second end of the annular body and then in a
second direction from the second end toward the first end of
the annular body in a zig-zag pattern;
several guide members extending inwardly into the
interior bore from the interior surface of the housing, the
guide members engaging the guide track on the annular body,
thereby limiting rotational movement of the annular body
relative to the housing to the zig-zag pattern provided by the
guide track;
the annular body being only able to move as
hydraulic fluid is displaced, movement of the annular body in
the first direction occurring at a rate determined by the
displacement of hydraulic fluid in the second direction and

17
movement of the annular body in the second direction occurring
at a rate determined by the displacement of hydraulic fluid in
the first direction.
2. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 1, wherein the hydraulic dampener
assembly includes:
a first series of one way hydraulic valves extending
through the sidewall between first end and the second end of
the annular body through which hydraulic fluid can only pass
from the second end to the first end, such that movement in
the first direction can only occur at a rate determined by the
bleeding of hydraulic fluid through the first series of one
way hydraulic valves; and
a second series of one way hydraulic valves extending
through the sidewall between the first end and the second end
of the annular body through which hydraulic fluid can only
pass from the first end to the second end, such that movement
in the second direction can only occur at a rate determined by
the bleeding of hydraulic fluid through the second series of
one way hydraulic valves.
3. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 2, wherein means is provided to
selectively block the flow of hydraulic fluid simultaneously
through both the first series of one way hydraulic valves and
the second series of one way hydraulic valves, thereby locking
the mandrel in a selected rotational position relative to the
housing.
4. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 3, wherein the means to
selectively block the flow of hydraulic fluid includes an
annular plug reciprocally movable along the mandrel between a
locking position engaging one of the first end or the second
end of the annular body and a release position spaced from the
annular body.

18
5. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 3, wherein the means to
selectively block the flow of hydraulic fluid includes an
electrically activated valve.
6. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 2, wherein a clutch is
reciprocally movable along the mandrel between a locking
position engaging one of the first end or the second end of
the annular body and a release position spaced from the
annular body.
7. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 1, wherein the guide members
terminate in balls, thereby reducing friction between the
guide members and the guide track.

19
8. An apparatus for controlling a downhole drilling motor
assembly, comprising:
a tubular housing having an interior sidewall which
defines an interior bore;
a mandrel rotatably mounted within the interior bore of
the housing, the mandrel having an exterior surface;
radial bearings disposed between the interior sidewall of
the housing and the exterior surface of the mandrel, thereby
transmitting radial loads from the mandrel to the housing;
thrust bearings disposed between the interior sidewall of
the housing and the exterior surface of the mandrel, thereby
transmitting axial thrust loads from the mandrel to the
housing;
seals positioned between the interior sidewall of the
housing and the exterior surface of the mandrel to prevent the
entry of abrasive drilling fluids into the radial bearings and
the thrust bearings;
a hydraulic dampener assembly disposed between the
interior sidewall of the housing and the exterior surface of
the mandrel, the hydraulic dampener assembly limiting the rate
of rotation of the mandrel within the housing, thereby
providing a preset resistance to reactive torque, the
hydraulic dampener assembly including:
an annular body having a sidewall, a first end, a
second end, an interior surface and an exterior surface;
a splined engagement between the interior surface
of the annular body and the exterior surface of the mandrel,
such that the annular body rotates with the mandrel while
being capable of limited axial movement along the mandrel;
a guide track on the exterior surface of the
annular body which encircles the annular body, the guide track
alternatively extending in a first direction from the first
end toward the second end of the annular body and then in a
second direction from the second end toward the first end of
the annular body in a zig-zag pattern;
several guide members extending inwardly into the
interior bore from the interior surface of the housing, the

20
guide members engaging the guide track on the annular body,
thereby limiting rotational movement of the annular body
relative to the housing to the zig-zag pattern provided by the
guide track;
a first series of one way hydraulic valves
extending through the sidewall between first end and the
second end of the annular body through which hydraulic fluid
can only pass from the second end to the first end, such that
movement in the first direction can only occur at a rate
determined by the bleeding of hydraulic fluid through the
first series of one way hydraulic valves;
a second series of one way hydraulic valves
extending through the sidewall between the first end and the
second end of the annular body through which hydraulic fluid
can only pass from the first end to the second end, such that
movement in the second direction can only occur at a rate
determined by the bleeding of hydraulic fluid through the
second series of one way hydraulic valves;
an annular plug reciprocally movable along the mandrel
between a locking position engaging one of the first end or
the second end of the annular body and a release position
spaced from the annular body, in the locking position the
annular plug blocking the flow of hydraulic fluid
simultaneously through both the first series of one way
hydraulic valves and the second series of one way hydraulic
valves, thereby locking the mandrel in a selected rotational
position relative to the housing; and
a telescopic actuator disposed in the housing, the
telescopic actuator being adapted to selectively move the
annular plug between the release position and the locking
position.

21
9. An apparatus for controlling a downhole drilling motor
assembly, comprising:
a tubular housing having an interior sidewall which
defines an interior bore;
a mandrel rotatably mounted within the interior bore of
the housing, the mandrel having an exterior surface;
radial bearings disposed between the interior sidewall of
the housing and the exterior surface of the mandrel, thereby
transmitting radial loads from the mandrel to the housing;
thrust bearings disposed between the interior sidewall of
the housing and the exterior surface of the mandrel, thereby
transmitting axial thrust loads from the mandrel to the
housing;
seals positioned between the interior sidewall of the
housing and the exterior surface of the mandrel to prevent the
entry of abrasive drilling fluids into the radial bearings and
the thrust bearings;
a hydraulic dampener assembly disposed between the
interior sidewall of the housing and the exterior surface of
the mandrel, the hydraulic dampener assembly limiting the rate
of rotation of the mandrel within the housing, thereby
providing a preset resistance to reactive torque, the
hydraulic dampener assembly including:
an annular body having a sidewall, a first end, a
second end, an interior surface and an exterior surface;
a splined engagement between the interior surface
of the annular body and the exterior surface of the mandrel,
such that the annular body rotates with the mandrel while
being capable of limited axial movement along the mandrel;
a guide track on the exterior surface of the
annular body which encircles the annular body, the guide track
alternatively extending in a first direction from the first
end toward the second end of the annular body and then in a
second direction from the second end toward the first end of
the annular body in a zig-zag pattern;
several guide members extending inwardly into the
interior bore from the interior surface of the housing, the

22
guide members engaging the guide track on the annular body,
thereby limiting rotational movement of the annular body
relative to the housing to the zig-zag pattern provided by the
guide track, the guide members terminating in balls, thereby
reducing friction between the guide members and the guide
track;
means for bleeding hydraulic fluid past the annular body
in a first direction and means for bleeding hydraulic fluid
past the annular body in a second direction, relative rotation
of the housing and the mandrel can only occurring at a rate
determined by the bleeding of hydraulic fluid past the annular
body;
a clutch reciprocally movable along the mandrel between a
locking position engaging one of the second end of the annular
body and a release position spaced from the annular body, in
the locking position the clutch engaging the second end of the
annular body, thereby locking the mandrel in a selected
rotational position relative to the housing; and
a telescopic actuator disposed in the housing, the
telescopic actuator being adapted to selectively move the
clutch between the release position and the locking position.

23
10. An apparatus for controlling a downhole drilling motor
assembly, comprising:
a tubular housing having an interior sidewall which
defines an interior bore;
a mandrel rotatably mounted within the interior bore of
the housing, the mandrel having an exterior surface;
radial bearings disposed between the interior sidewall of
the housing and the exterior surface of the mandrel, thereby
transmitting radial loads from the mandrel to the housing;
thrust bearings disposed between the interior sidewall of
the housing and the exterior surface of the mandrel, thereby
transmitting axial thrust loads from the mandrel to the
housing;
seals positioned between the interior sidewall of the
housing and the exterior surface of the mandrel to prevent the
entry of abrasive drilling fluids into the radial bearings and
the thrust bearings;
a hydraulic dampener assembly disposed between the
interior sidewall of the housing and the exterior surface of
the mandrel, the hydraulic dampener assembly limiting the rate
of rotation of the mandrel within the housing, thereby
providing a preset resistance to reactive torque, the
hydraulic dampener assembly including:
a hydraulic chamber between the mandrel and the
housing;
an annular body having a sidewall, a first end, a
second end, an interior surface and an exterior surface;
the annular body being disposed within the hydraulic
chamber;
a splined engagement between the interior surface of the
annular body and the exterior surface of the mandrel, such
that the annular body rotates with the mandrel while being
capable of limited axial movement along the mandrel;
a guide track on the exterior surface of the annular
body which encircles the annular body, the guide track
alternatively extending in a first direction from the first
end toward the second end of the annular body and then in a

24
second direction from the second end toward the first end of
the annular body in a zig-zag pattern;
guide members extending inwardly into the interior bore
from the interior surface of the housing, the guide members
engaging the guide track on the annular body, thereby limiting
rotational movement of the annular body relative to the
housing to the zig-zag pattern provided by the guide track;
at least one flow passage extending through the annular
body, the annular body only being able to move as hydraulic
fluid is displaced via the flow passage, movement of the
annular body in the first direction occurring at a rate
determined by the displacement of hydraulic fluid in the
second direction and movement of the annular body in the
second direction occurring at a rate determined by the
displacement of hydraulic fluid in the first direction;
an electrically activated valve communicating with the
flow passage, the electrically activated valve in an open
position allowing a flow of hydraulic fluid through the flow
passage and when in a closed position stopping the flow of
hydraulic fluid through the flow passage;
the electrically activated valve controlling the flow
through the flow passage;
means for selectively moving the electrically activated
valve between the open position and the closed position.
11. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 10, wherein the guide members
terminate in balls, thereby reducing friction between the
guide members and the guide track.
12. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 10, wherein the electrically
activated valve is mounted on a stationary flow restricting
member that is spaced from one of the first end or the second
end of the annular body and blocks the movement of hydraulic
fluid within the hydraulic chamber, the hydraulic fluid
trapped between the annular body and the flow restricting

25
member preventing movement of the annular body until the
electrically activated valve is in the open position.
13. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 10, wherein a power source is
housed within the housing, the power source activating the
electrically activated valve in response a signal transmitted
from surface.
14. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 13, wherein means is provided for
turning power to the electrically activated valve on and off
in response to pump pressure.
15. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 14, wherein the means for turning
power to the electrically activated valve on and off in
response to pump pressure is a pressure switch.
16. The apparatus for controlling a downhole drilling motor
assembly as defined in Claim 13, wherein a receiver is linked
to the power source, whereby signals are transmitter to the
receiver from surface to provide for turning power to the
electrically activated valve on and off.

Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02446097 2003-11-07
1
TITLE OF THE INVENTION:
Apparatus For Controlling A Downhole Drilling Motor
Assembly
FIELD OF THE INVENTION
The present invention relates to an apparatus for
controlling a downhole drilling motor assembly
BACKGROUND OF THE INVENTION
A downhole drilling motor assembly always includes a
downhole drilling motor and may include other components, as
will hereinafter be further described. Regardless of the
components included in the assembly, the downhole drilling
motor is always subject to reactive torque. The amount of
reactive torque experienced varies with the type of formation
that is encountered when drilling. Sand provides a relatively
low amount of reactive torque. A rock formation provides a
relatively high amount of reactive torque. Passing from zones
of relatively low reactive torque to relatively high reactive
torque or vis-a-versa tends to be hard on the downhole
drilling motor assembly.
SL1~ARY OF THE INVENTION
What is required is an apparatus for controlling a
downhole drilling motor assembly which has among its features
a capability of reducing the damaging effects of variations in
reactive torque.
According to the present invention there is provided an
apparatus for controlling a downhole drilling motor assembly,
which includes a tubular housing having an interior sidewall
which defines an interior bore. A mandrel is rotatably
mounted within the interior bore of the housing. The mandrel
has an exterior surface. A hydraulic dampener assembly is
disposed between the interior sidewall of the housing and the
exterior surface of the mandrel. The hydraulic dampener
assembly limits the rate of rotation of the mandrel within the

CA 02446097 2003-11-07
2
housing, thereby providing a preset resistance to reactive
torque.
The apparatus, as described above, uses hydraulics to
limit the rate of rotation of the mandrel within the housing.
This protects the downhole drilling motor assembly from
variations in reactive torque. It can also be used to adjust
the drilling speed of the downhole drilling motor assembly.
This is done by permitting a selected amount of reactive
torque. If the drilling speed is to be decreased in order to
prolong the life of the drill bit, the amount of reactive
torque permitted by the apparatus is increased. If the
drilling speed is to be increased, the amount of reactive
torque permitted by the apparatus is decreased. Adjustments
are made to the reactive torque permitted by the apparatus by
altering the viscosity of the hydraulic fluid used. The more
viscose the hydraulic fluid, the more slowly the hydraulic
fluid will flow through the hydraulic dampener to enable the
mandrel to rotate. The less viscose the hydraulic fluid, the
more rapidly the hydraulic fluid will flow through the
hydraulic dampener to enable the mandrel to rotate.
Once the teachings of the present invention are
understood, there may be alternative configurations of
hydraulic dampener which could be developed by one skilled in
the art. The preferred form of hydraulic dampener which is
hereinafter illustrated and described includes an annular body
having a sidewall, a first end, a second end, an interior
surface and an exterior surface. A splined engagement is
provided between the interior surface of the annular body and
the exterior surface of the mandrel. This causes the annular
body to rotate with the mandrel while enabling limited axial
movement of the annular body along the mandrel. A guide track
is provided on the exterior surface which encircles the
annular body. The guide track alternatively extends in a
first direction from the first end toward the second end of
the annular body and then in a second direction from the

CA 02446097 2003-11-07
3
second end toward the first end of the annular body in a zig-
zag pattern. Several guide members extend inwardly into the
interior bore from the interior surface of the housing. The
guide members engage the guide track on the annular body.
This limits rotational movement of the annular body relative
to the housing to the zig-zag pattern provided by the guide
track. It is preferred that the guide members terminate in
balls, as this reduces friction between the guide members and
the guide track.
The movement of the annular body is dampened by
hydraulics. At least one flow passage extends through the
annular body. The annular body is only being able to move as
hydraulic fluid is displaced via the flow passage. Movement
of the annular body in the first direction occurring at a rate
determined by the displacement of hydraulic fluid in the
second direction and movement of the annular body in the
second direction occurring at a rate determined by the
displacement of hydraulic fluid in the first direction. One
refinement is to use one way hydraulic valves. In accordance
with this embodiment, a first series of one way hydraulic
valves extend through the sidewall between first end and the
second end of the annular body. Hydraulic fluid can only pass
through the first series of one way hydraulic valves from the
second end to the first end, such that movement in the first
direction can only occur at a rate determined by the bleeding
of hydraulic fluid through the first series of one way
hydraulic valves. A second series of one way hydraulic valves
extend through the sidewall between the first end and the
second end of the annular body. Hydraulic fluid can only pass
through the second series of hydraulic valves from the first
end to the second end, such that movement in the second
direction can only occur at a rate determined by the bleeding
of hydraulic fluid through the second series of one way
hydraulic valves.
Although beneficial results may be obtained through the
use of the apparatus, as described above, further features may

CA 02446097 2003-11-07
4
be desirable when the downhole drilling motor assembly
includes a bent housing and a sonde housing. A bent housing,
as the name implies, is a housing with a bend in it of between
one and two degrees which is added to the downhole drilling
motor assembly in order to permit a directional deviation to
be achieved. A sonde housing is an electronics package which
is added to the downhole drilling motor assembly to provide
information on drill bit positioning, including information as
to the positioning of the bend of the bent housing. when
drilling a straight hole with a downhole drilling motor
assembly, the bend of the bent housing is permitted to orbit
the axis of the hole. In order to turn the downhole drilling
motor assembly, the bend must be pointing in the direction the
driller wishes to go and be held stationary. Increasingly,
downhole drilling motor assemblies are being used with coil
tubing. Although the sonde housing gives the driller an
accurate indication of the positioning of the bend of the bent
housing, it is difficult for the driller to point the bend in
the desired direction and then maintain the bend in position
while drilling. Even more beneficial results may, therefore,
be obtained when means is provided to selectively block the
flow of hydraulic fluid simultaneously through both the first
series of one way hydraulic valves and the second series of
one way hydraulic valves, thereby locking the mandrel in a
selected rotational position relative to the housing. The
manner in which the locking of the mandrel in a selected
rotational position relative to the housing is effected may
vary. There will hereinafter be described and illustrated an
annular plug reciprocally movable along the mandrel between a
locking position engaging one of the first end or the second
end of the annular body and a release position spaced from the
annular body. The movement of the annular plug between the
locking position and the release position can be accomplished
through a telescopic actuator. It is envisaged that the
telescopic actuator will be powered by an electric motor which
is controlled by the driller through a wireline connection.
There will also be described an alternative embodiment in

CA 02446097 2003-11-07
which an electrically activated valve communicating with the
flow passage through which hydraulic fluid passes is used to
selectively block flow. When the electrically activated valve
is in an open position it allows a flow of hydraulic fluid
5 through the flow passage. When the electrically activated
valve is in a closed position it stops the flow of hydraulic
fluid through the flow passage. Means is provided for
selectively moving the electrically activated valve between
the open position and the closed position.
Although beneficial results may be obtained through the
use of the apparatus for controlling a downhole drilling motor
assembly, as described above, it is preferred that the
electrically activated valve not be subject to movement with
the annular body. If a wire which makes an electrical
connection is subjected to constant movement, the wire tends
to fatigue. Even more beneficial results may, therefore, be
obtained when the electrically activated valve is mounted on a
stationary flow restricting member. This flow restricting
member is spaced from one of the first end or the second end
of the annular body and blocks the movement of hydraulic fluid
within the hydraulic chamber. The hydraulic fluid trapped
between the annular body and the flow restricting member
prevents movement of the annular body until the electrically
activated valve is in the open position. In this manner the
electrically activated valve can control flow through the
annular body, without moving with the annular body.
BRIEF DESCRIPTION OF THE DRAWINGS
These and other features of the invention will become
more apparent from the following description in which
reference is made to the appended drawings, the drawings are
for the purpose of illustration only and are not intended to
in any way limit the scope of the invention to the particular
embodiment or embodiments shown, wherein:
FIGURE 1 is a side elevation view, in section, of an

CA 02446097 2003-11-07
6
apparatus for controlling a downhole drilling motor assembly
in accordance with the teachings of the present invention.
FIGURE 2 is a detailed side elevation view, in section,
of the apparatus illustrated in FIGURE 1.
FIGURE 3 is a detailed side elevation view, in section,
of the apparatus illustrated in FIGURE 1, with annular plug in
a locked position.
FIGURE 4 is a detailed side elevation view, in section of
the apparatus illustrated in FIGURE 1 with annular plug in a
release position.
FIGURE 5 is a perspective view an annular body with a
guide track.
FIGURE 6 is a side elevation view of a downhole drilling
motor assembly which includes a bent housing and a sonde
housing.
FIGURE 7 is a detailed side elevation view, in section,
of an alternative form of hydraulic dampener assembly, in a
locked position.
FIGURE 8 is a detailed side elevation view, in section,
of the alternative form of hydraulic dampener assembly
illustrated in FIGURE 7, in a release position.
FIGURE 9 is a perspective view an annular body with a
guide track, from the alternative form of hydraulic dampener
assembly illustrated in FIGURE 7.
FIGURE 10 is an end elevation view of a clutch which
engages an end of the annular body illustrated in FIGURE 9.
FIGURE 11 is a detailed side elevation view, in section,
of a second alternative form of hydraulic dampener assembly.
in with an electrically activated valve.
FIGURE 12 is a perspective view of an annular body with
several guide tracks, from the second alternative form of
hydraulic dampener assembly illustrated in FIGURE 11.
FIGURE 13 is a detailed side elevation view, in section,
of the second alternative form of hydraulic dampener assembly
illustrated in FIGURE 11, with an independent power source.
DETAILED DESCRIPTION OF THE PREFERRED E1~UDIMENT

CA 02446097 2003-11-07
7
The preferred embodiment, an apparatus for controlling a
downhole drilling motor assembly generally identified by
reference numeral 10, will now be described with reference to
FIGURES 1 through 6.
Structure and Relationship of Parts:
Referring to FIGURE 1, apparatus 10 which includes a
tubular housing 12 with an interior sidewall 14 which defines
an interior bore 16. A mandrel 18 is rotatably mounted within
interior bore 16 of housing 12. Mandrel 18 has an exterior
surface 20. For ease of assembly, housing 12 has a first
section 22, a second section 24 and a third section 26 with
joints 28 provided between first section 22 and second section
24 and between second section 24 and third section 26. Grease
ports 25 are positioned along tubular housing 12, in order to
add oil, grease or other hydraulic fluids after assembly.
Referring to FIGURE 2. radial bearings 30 are disposed
between interior sidewall 14 of housing 12 and exterior
surface 20 of mandrel 18, thereby transmitting radial loads
from mandrel 18 to housing 12. Thrust bearings, generally
referenced by numeral 32, are disposed between interior
sidewall 14 of housing 12 and exterior surface 20 of mandrel
18, thereby transmitting axial thrust loads from mandrel 18 to
housing 12. Seals 34 are positioned in grooves 35 between
interior sidewall 14 of housing 12 and exterior surface 20 of
mandrel 18 to prevent the entry of abrasive drilling fluids
into radial bearings 30 and thrust bearings 32.
Referring to FIGURE 3 and 4, a hydraulic dampener
assembly, generally referenced by numeral 36, is disposed
between interior sidewall 14 of housing 12 and exterior
surface 20 of mandrel 18. Hydraulic dampener assembly 36
includes an annular body 38 that has a sidewall 40, a first
end 42, a second end 44, an interior surface 46 and an
exterior surface 48. There is a splined engagement 50 between
interior surface 46 of annular body 38 and exterior surface 20

CA 02446097 2003-11-07
8
of mandrel 18, such that annular body 38 rotates with mandrel
18 while being capable of limited axial movement along mandrel
18. Seals 39 are positioned in grooves 41 along interior
surface 46 and exterior surface 48 of sidewall 40 of annular
body 38 to prevent fluids from bypassing hydraulic dampener
assembly 36.
Referring to FIGURE 5, exterior surface 48 of annular
body 30 has a guide track 52 which encircles annular body 38.
Guide track 52 alternatively extends in a first direction from
first end 42 toward second end 44 of annular body 38 and then
in a second direction from second end 44 toward first end 42
of annular body 38 in a zig-zag pattern 54.
Referring to FIGURE 3 and 4, several guide members 56
extend inwardly into interior bore 16 from interior sidewall
14 of housing 12. Guide members 56 engage with guide track 52
on annular body 38, thereby limiting rotational movement of
annular body 38 relative to housing 12 to zig-zag pattern 54
provided by guide track 52.
A first series of one way hydraulic valves 58 extend
through sidewall 40 between first end 42 and second end 44 of
annular body 38 through which hydraulic fluid can only pass
from second end 44 to first end 42, such that movement in the
first direction can only occur at a rate determined by the
bleeding of hydraulic fluid through first series of one way
hydraulic valves 58. First series of one way hydraulic valves
58 has a fluid inlet 60 and a fluid outlet 62. A spring 64
operates to bias a ball 66 into sealing engagement with fluid
inlet 60. Fluid enters inlet 60 by overcoming the biasing
force of spring 64 to move past ball 66. Fluid cannot,
however, exit inlet 60 as fluid pushes ball 66 into sealing
engagement with ball seat 67.
A second series of one way hydraulic valves 68 extends
through sidewall 40 between first end 42 and second end 44 of

CA 02446097 2003-11-07
9
annular body 38 through which hydraulic fluid can only pass
from first end 42 to second end 44, such that movement in the
second direction can only occur at a rate determined by the
bleeding of hydraulic fluid through second series of one way
hydraulic valves 68. Second series of one way hydraulic valves
68 has a fluid inlet 70 and fluid outlet 72. A spring 74
operates to bias a ball 76 into sealing engagement with fluid
outlet 72. Fluid enters inlet 70 by overcoming the biasing
force of spring 74 to move past ball 76. Fluid cannot,
however, exit inlet 70 as fluid pushes ball 76 into sealing
engagement with ball seat 77.
An annular plug 78 is reciprocally movable along mandrel
18 between a locking position illustrated in FIGURE 3 and a
release position illustrated in FIGURE 4. Referring to FIGURE
3. in the locking position, annular plug 78 engages second end
44 of annular body 38 so that annular plug 78 blocks the flow
of hydraulic fluid simultaneously through both first series of
one way hydraulic valves 58 and second series of one way
hydraulic valves 68, thereby locking mandrel 18 in a selected
rotational position relative to housing 12. Referring to
FIGURE 4. in the release position, annular plug 78 is spaced
from annular body 38 whereby the flow of hydraulic fluid is
permitted through both first series of one way hydraulic
valves 58 and second series of one way hydraulic valve 68.
Referring to FIGURE 1, a telescopic actuator 80 is
disposed in housing 12. Telescopic actuator 80 is adapted to
selectively move annular plug 78 between the release position
and the locking position. Telescopic actuator 80 has an
internal electric motor. A wireline connection 82 for
selectively providing power to extend or retract telescopic
actuator 80 as desired by the driller operating controls on
surface. Referring to FIGURE 6, apparatus 10 is intended to
be connected to a downhole drilling motor assembly, generally
indicated by reference numeral 100 which includes has a
downhole motor 81, a sonde housing 82 and a bent housing 84.

CA 02446097 2003-11-07
Bent housing has a bend 86 in it of between one and two
degrees.
Operation:
5 The use and operation of apparatus 10 a downhole drilling
motor assembly 100 will now be described with reference to
FIGURES 1 through 6.
Referring to FIGURE 1, apparatus 10, as described above,
10 uses hydraulic dampener assembly 36 to limit the rate of
rotation of mandrel 18 within housing 12, to provide a preset
resistance to reactive torque. Apparatus 10 can also be used
to adjust the drilling speed by permitting a selected amount
of reactive torque. If the drilling speed is to be decreased,
the amount of reactive torque permitted by apparatus 10 is
increased. If the drilling speed is to be increased, the
amount of reactive torque permitted by apparatus 10 is
decreased. All adjustments to reactive torque permitted by
apparatus 10 are arranged in advance by selecting the
viscosity of the hydraulic fluid used. The more viscose the
hydraulic fluid, the more slowly the hydraulic fluid will flow
through hydraulic dampener assembly 36 to enable mandrel 18 to
rotate. The less viscose the hydraulic fluid, the more
rapidly the hydraulic fluid will flow through hydraulic
dampener assembly 36 to enable mandrel 18 to rotate.
Referring to FIGURE 3 and 4, as hydraulic fluid flows
into first series of one way hydraulic valves 58 through fluid
inlet 60, the pressure of incoming hydraulic fluid pushes
against ball 66 to compresses spring 64, thereby moving ball
66 such that incoming hydraulic fluid can pass in through
fluid inlet 60 but can not exit back through fluid inlet 60 as
spring 64 biases ball 66 back against ball seat 67.
Similarly, as hydraulic fluid flow into second series of one
way hydraulic valves 68, the pressure of incoming hydraulic
fluid pushes against ball 76 to compresses spring 74, thereby
moving ball 76 such that incoming hydraulic fluid can pass in

CA 02446097 2003-11-07
11
through fluid inlet 70 but can not exit back through fluid
inlet 70 as spring 74 biases ball 76 back against ball seat
77.
It will be appreciated from the foregoing description,
how apparatus 10 can be used to control reactive torque, as a
downhole drilling motor assembly drills through different
substrates. Apparatus 10 can also be used as a steering tool.
Referring to FIGURE 6, bend 86 in bent housing 84 permits a
directional deviation to be achieved, so that drilling
proceeds in the direction the driller wishes to go. Sonde
housing 82 provides vital drilling information, including
information as to the positioning of bend 86 of bent housing
84. When drilling in a straight line annular plug 78 is left
in the release position, illustrated in FIGURE 4. Mandrel 16
rotates at a rate of rotation permitted by hydraulic dampener
36 and bend 86 of bent housing 84 also moves in a rotary
fashion. When annular plug 78 is moved to the locked
position, illustrated in FIGURE 3, mandrel 16 no longer
rotates which means locks bent housing 84 with bend 86 in a
particular position. Referring to FIGURES 1 and 6. when bent
housing 84 is pointing in the desired direction, the driller
activates telescopic actuator 80 to move annular plug 78 to
the locking position to selectively block the flow of
hydraulic fluid simultaneously through both first series of
one way hydraulic valves 58 and second series of one way
hydraulic valves 68, thereby locking mandrel 18 in a selected
rotational position relative to housing 12 and bent housing 84
is maintained in position during drilling. By selectively
moving annular plug 78 between the locked and released
position, the driller is able to steer downhole drilling motor
assembly 100 via apparatus 10.
Variations:
Figures 7 through 13 have been included to demonstrate
variations that may be considered desirable. It would be

CA 02446097 2003-11-07
12
undesirable if the guide members were to bind with the guide
track. The operation of the hydraulic dampener requires the
guide members to move along the guide track. Referring to
FIGURES 7 and 8, a variation is illustrated in which guide
members 56 terminate in balls 255, thereby reducing friction
between guide members 56 and guide track 52. Balls 255 engage
with guide track 52 on annular body 38, thereby limiting
rotational movement of annular body 38 relative to housing 12
to zig-zag pattern 54 provided by guide track 52.
There are various means for locking the mandrel in a
selected rotational position relative to the housing. One
such means that is viewed as viable is the use of a clutch.
Referring to FIGURES 7 through 10, there is illustrated the
use of a clutch 200 as a locking mechanism. Clutch 200 is
reciprocally movable along mandrel 18 between a locking
position engaging second end 44 of annular body 38 as
illustrated in FIGURE 7 and a release position spaced from
annular body 38, as illustrated in FIGURE 8. Referring to
FIGURES 9, second end 44 of annular body 38 has a peripheral
tooth profile 210. Referring to FIGURE 10, clutch 200 also
has peripheral tooth profile 212. Referring to FIGURE 7, in
the locking position, peripheral tooth profile 212 of clutch
200 engages peripheral tooth profile 210 at second end 44 of
annular body 38, thereby locking mandrel 18 in a selected
rotational position relative to housing 12. Referring to
FIGURE 8. in the release position, peripheral tooth profile
212 of clutch 200 is disengaged from peripheral tooth profile
210 at second end 44 of annular body 38, and clutch 200 is
spaced from annular body 38.
Referring to FIGURES 11 through 13, there is illustrated
a second alternative embodiment of an apparatus for
controlling a downhole drilling motor assembly, generally
referenced by numeral 300. Embodiment 300 differs from the
alternative embodiments described above, in manner with which
the locking of mandrel 18 in a selected rotational position

CA 02446097 2003-11-07
13
relative to housing 12 is effected. Referring to FIGURE 11,
with second alternative embodiment 300, hydraulic dampener
assembly 36 includes a hydraulic chamber 310 between mandrel
18 and housing 12. Annular body 38 is disposed within
hydraulic chamber 310. A flow passage extends 312 through
annular body 38 and annular body 38 is only able to move as
hydraulic fluid is displaced via flow passage 312. Movement of
annular body 38 in the first direction occurs at a rate
determined by the displacement of hydraulic fluid in the
second direction and movement of the annular body in the
second direction occurs at a rate determined by the
displacement of hydraulic fluid in the first direction.
With embodiment 300, an electrically activated valve 314
is provided that controls either directly or indirectly the
flow of fluid through flow passage 312. Electrically
activated valve 314 serves to indirectly control the flow of
hydraulic fluid through flow passage 312, as will hereinafter
be further described. Electrically activated valve 314 is
movable between an open position allowing a flow of hydraulic
fluid through flow passage 312 and a closed position stopping
the flow of hydraulic fluid through flow passage 312.
Electrically activated 314 valve is mounted on a
stationary flow restricting member 316 that is spaced from
second end 44 of annular body 38 and blocks the movement of
hydraulic fluid within hydraulic chamber 310. Hydraulic
fluid is trapped between annular body 38 and flow restricting
member 316 preventing movement of annular body 38 until
electrically activated valve 314 is in the open position.
Power for selectively moving electrically activated valve
314 between the open position and the closed position can be
supplied by a cable 318 which runs from a power source located
at the surface. Referring to FIGURE 13, in the alternative,
electrically activated valve 314 can have its own source of
power provided by a power unit 320. Power unit 320 houses an

CA 02446097 2003-11-07
14
electrical package 322 including an antenna 324 that is
mounted on power unit 320 for the purpose of receiving an
activation signal remotely. Power unit 320 can also house a
hydraulic cylinder 326 with a pressure sensitive switch 328
which activates in response to pump pressure.
Referring to FIGURE 11, electrically activated valve 314
is mounted on stationary flow restricting member 316 so that
electrically activated valve 314 will not be subjected to
movement with annular body 38. If a wire which makes an
electrical connection is subjected to constant movement, the
wire tends to fatigue. By mounting electrically activated
valve 314 on flow restricting member 316, electrically
activated valve 314 can control flow through annular body 38,
without moving with annular body 38.
Referring to FIGURE 12. another difference illustrated in
embodiment 300 is that annular body 38 has a plurality of
guide tracks 52. Referring to FIGURE 11, guide tracks 52 are
adapted to engage with guide members 56 that extending
inwardly into interior bore 16 from interior sidewall 14 of
housing 12, thereby limiting the rotational movement of
annular body 38 relative to housing 12 to zig-zag pattern 54
provided by guide tracks 52 illustrated in FIGURE 12.
Referring to FIGURE 11, in the illustrated embodiment 300,
eight guide members 56 are illustrated however 16 can be used.
Each of guide members 56 terminate in ball 255, thereby
reducing friction between guide members 56 and guide tracks
52.
In this patent document, the word "comprising" is used in
its non-limiting sense to mean that items following the word
are included, but items not specifically mentioned are not
excluded. A reference to an element by the indefinite article
"a" does not exclude the possibility that more than one of the
element is present, unless the context clearly requires that
there be one and only one of the elements.

CA 02446097 2003-11-07
It will be apparent to one skilled in the art that
modifications may be made to the illustrated embodiment
without departing from the spirit and scope of the invention
5 as hereinafter defined in the Claims.

Representative Drawing
A single figure which represents the drawing illustrating the invention.
Administrative Status

2024-08-01:As part of the Next Generation Patents (NGP) transition, the Canadian Patents Database (CPD) now contains a more detailed Event History, which replicates the Event Log of our new back-office solution.

Please note that "Inactive:" events refers to events no longer in use in our new back-office solution.

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Event History

Description Date
Time Limit for Reversal Expired 2014-11-07
Letter Sent 2013-11-07
Appointment of Agent Requirements Determined Compliant 2011-04-26
Inactive: Office letter 2011-04-26
Inactive: Office letter 2011-04-26
Revocation of Agent Requirements Determined Compliant 2011-04-26
Grant by Issuance 2010-02-16
Inactive: Cover page published 2010-02-15
Pre-grant 2009-12-03
Inactive: Final fee received 2009-12-03
Notice of Allowance is Issued 2009-09-14
Letter Sent 2009-09-14
Notice of Allowance is Issued 2009-09-14
Inactive: Approved for allowance (AFA) 2009-08-27
Inactive: Adhoc Request Documented 2009-04-15
Inactive: Delete abandonment 2009-04-15
Amendment Received - Voluntary Amendment 2009-01-05
Inactive: Abandoned - No reply to s.30(2) Rules requisition 2009-01-05
Inactive: S.30(2) Rules - Examiner requisition 2008-07-03
Amendment Received - Voluntary Amendment 2008-02-20
Inactive: S.30(2) Rules - Examiner requisition 2007-08-24
Amendment Received - Voluntary Amendment 2005-10-28
Letter Sent 2005-09-16
All Requirements for Examination Determined Compliant 2005-09-06
Request for Examination Requirements Determined Compliant 2005-09-06
Request for Examination Received 2005-09-06
Application Published (Open to Public Inspection) 2005-05-07
Inactive: Cover page published 2005-05-06
Inactive: First IPC assigned 2003-12-19
Letter Sent 2003-11-25
Correct Applicant Requirements Determined Compliant 2003-11-21
Correct Inventor Requirements Determined Compliant 2003-11-21
Application Received - Regular National 2003-11-21
Correct Applicant Requirements Determined Compliant 2003-11-21
Inactive: Filing certificate - No RFE (English) 2003-11-21
Inactive: Inventor deleted 2003-11-21

Abandonment History

There is no abandonment history.

Maintenance Fee

The last payment was received on 2009-08-24

Note : If the full payment has not been received on or before the date indicated, a further fee may be required which may be one of the following

  • the reinstatement fee;
  • the late payment fee; or
  • additional fee to reverse deemed expiry.

Patent fees are adjusted on the 1st of January every year. The amounts above are the current amounts if received by December 31 of the current year.
Please refer to the CIPO Patent Fees web page to see all current fee amounts.

Fee History

Fee Type Anniversary Year Due Date Paid Date
Application fee - standard 2003-11-07
Request for examination - standard 2005-09-06
MF (application, 2nd anniv.) - standard 02 2005-11-07 2005-09-06
MF (application, 3rd anniv.) - standard 03 2006-11-07 2006-09-21
MF (application, 4th anniv.) - standard 04 2007-11-07 2007-09-07
MF (application, 5th anniv.) - standard 05 2008-11-07 2008-09-02
MF (application, 6th anniv.) - standard 06 2009-11-09 2009-08-24
Final fee - standard 2009-12-03
MF (patent, 7th anniv.) - standard 2010-11-08 2010-09-01
MF (patent, 8th anniv.) - standard 2011-11-07 2011-10-27
MF (patent, 9th anniv.) - standard 2012-11-07 2012-11-06
Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
KENNETH H. WENZEL
WILLIAM R. WENZEL
Past Owners on Record
None
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
Documents

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Document
Description 
Date
(yyyy-mm-dd) 
Number of pages   Size of Image (KB) 
Description 2003-11-06 15 662
Abstract 2003-11-06 1 21
Claims 2003-11-06 10 389
Drawings 2003-11-06 13 367
Representative drawing 2004-05-16 1 31
Claims 2005-10-27 10 374
Claims 2008-02-19 10 390
Drawings 2008-02-19 13 274
Drawings 2009-01-04 13 274
Representative drawing 2010-01-21 1 18
Filing Certificate (English) 2003-11-20 1 169
Reminder of maintenance fee due 2005-07-10 1 109
Acknowledgement of Request for Examination 2005-09-15 1 177
Commissioner's Notice - Application Found Allowable 2009-09-13 1 162
Maintenance Fee Notice 2013-12-18 1 170
Maintenance Fee Notice 2013-12-18 1 170
Fees 2011-10-26 1 156
Correspondence 2003-11-20 1 14
Correspondence 2003-11-20 1 58
Correspondence 2005-07-10 1 49
Fees 2005-09-05 1 33
Correspondence 2005-09-15 1 90
Fees 2006-09-20 1 27
Fees 2007-09-06 1 26
Fees 2008-09-01 1 29
Correspondence 2009-09-13 1 63
Fees 2009-08-23 1 30
Correspondence 2009-12-02 1 30
Fees 2010-08-31 1 200
Correspondence 2011-03-30 3 148
Correspondence 2011-04-25 1 17
Correspondence 2011-04-25 1 22