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US1703234A - Method and apparatus for drilling wells, such as oil wells - Google Patents

Method and apparatus for drilling wells, such as oil wells Download PDF

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US1703234A
US1703234A US421663A US42166320A US1703234A US 1703234 A US1703234 A US 1703234A US 421663 A US421663 A US 421663A US 42166320 A US42166320 A US 42166320A US 1703234 A US1703234 A US 1703234A
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drill stem
shaft
drill
power
drilling
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Erle P Halliburton
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    • EFIXED CONSTRUCTIONS
    • E21EARTH OR ROCK DRILLING; MINING
    • E21BEARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS
    • E21B19/00Handling rods, casings, tubes or the like outside the borehole, e.g. in the derrick; Apparatus for feeding the rods or cables
    • E21B19/08Apparatus for feeding the rods or cables; Apparatus for increasing or decreasing the pressure on the drilling tool; Apparatus for counterbalancing the weight of the rods
    • E21B19/084Apparatus for feeding the rods or cables; Apparatus for increasing or decreasing the pressure on the drilling tool; Apparatus for counterbalancing the weight of the rods with flexible drawing means, e.g. cables

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  • This invention relatestooil well and other well drilling apparatus and methods, and the primary aim of the invention is to provide improved power transmission mechanism for the drill whereby to obviate the difficulties and reduce the expenses incidental to drilling oil wells with the methods and apparatus thus far employed.
  • this invention embodies in a simple and inexpensive, yet thoroughly efiicient structure, mechanism for controlling the feed pressure on the drill bit, automatically compensating for changes in the resistance to rotation due to the progress of the bit or due to obstructions inthebore of the well, or due to the changes in the character of the formation encountered.
  • the device further compensates for unevenness in the load on the drill bit and draw works, the latter being employed as a bleeder for the power, that is, an outlet for the power which wouldotherwise be applied directly to the work of rotating the drill stem with the undesirable result referred to hereinbefore.
  • the present invention embodtion to apparatus in which such parts are I 1,103,234 PATENT OFFICE.
  • the arrangement of gearing is such that when desired the drill may be quickly and easily extracted from the well, during or after the process without stopping the source of power or prime mover.
  • a very important or commercial feature of the mechanism is its flexibility, permitting the use ofan internal combustionengine as a prime mover; which has not heretofore been found practicable with machinery now employed in the fields.
  • the transmission mechanism preferably consists of a pair of shafts connected to a power shaft through the medium of a differential gearing, one of the first said shafts being connected to the rotary table and the other connected to the draw works through a clutchand suitable transmission mechanism.
  • Figure -1 is a side elevation, partly broken f tus, the details of bonstruction of which are well understood in the art and hence but diasupported
  • a floor 14 supports the boring machinery and this floor is mounted on the foundation pillars 10 and 11.
  • the boring machinery derives power from a power shaft 15, suitablyponnected to a steam or internal combustion engine or other prime mover 15., this shaft having a clutch 16 therein for disconnecting the source of power from the drilling mechanism and draw works.
  • the shaft 15 drives jack-shafts 17 and 18 through the medium of a conven-' tional form of difl'erential gears contained in the housing 19. The details of this gear are well known to those skilled in the art, the' construction being but slightly modified to accommodate two clutches as will be described presently.
  • the shaft 17 carries a worm 20 on the free end thereof, this worm engaging with a worm gear 21 which is mounted on the rotary table 22.
  • the rotary table drives the drill bit which is carried by the usual drill pipe or stem 23 and maybe of the conventional type and has, therefore, been shown but generally.
  • a drill casing 24 extends into the ground as shown in Figure 1 and serves to prevent thewalls of the well caving in on the bit and drill stem 23.
  • the jack shaft 18 is broken in a housing 25, and is connected, normally with a countershaft 26 by means'of a clutch 27 arranged within the housing 25, said clutch being operable from without the housing by means of a lever 28.
  • the shaft 26 extends into a housing 29 containing a transmission gearing, in other words, a gear change mechanism for changing the relation of speed between the shaft 26 and the shaft.- 30, this shaft 30 extending to draw works 31 consisting of the drum 32, and serving to drive said drum. through a suitable worm gearing contained in. the housing 33 as pointed out in the description of the mode of operation of the apparatus, the draw works 31 at times must drive'the shaft 18 as well as be driven at other times by such shaft.
  • the draw works may be of any customary construction and is supplied as usual with brake drums 70 at both ends I controlled" by a common lever 71.
  • -A cable 34 is wound upon the drum and extends upwardly on the framework 12, over a sheave and is connected to the upper end of the drill stem 23 at 35. It is, of course, to be understood that while a single purchase fall in the nature of the cable 34 is shown, the necessary block and tackle (usually six-part) may beinterposed between the end of the drill stem moaaea and the cable so asto obtain the nefzessary power when withdrawing the drill bit from the well.
  • the gear change mechanism is operable by means of a lever 3650 that the desired power ratio between the draw works 31 and the rotary table 22- may be adjusted at will.
  • shafts 17 and18 are mounted in suitable bearings 37 and 38, respectively, said bearings being carried by the casing 19.
  • a housing 39 carries the spider 40 on which the bevel pinions 41 are mounted, said housing being mounted in suitable anti-friction bearings 42 formed on the casing 19.
  • the opposite ends of the housing 39 are reduced and provided With-clutch faces 43 and 44 for a purpose which will be described presently.
  • a pair of bevel gears 45 and 46 are carried by the stub-shafts 47 and 48, respectively, and receive power from the pinions 41, the housing being rotated and said spider by the ring gear 49 whichin turn receives motion from the driving gear 50 carried on the inner end of the shaft 15.
  • the stub-shafts 47 and 48 abut the shaft-s 17 and 18, respectively, and a pair of clutches 51 and 52 serve to connect the respective stub-shafts and abutting shafts, or to 3 look the stub-shafts to the housing. This is accomplished either by engaging the clutches 51 and 52 with their respective housing clutch faces or with the clutch face members 53 and 54 carried on the inner. ends of the shafts l7 and 18. Suitable levers 55 and 56 project'from the casing 19 for manual ac-.
  • the clutches shown are of the friction type, but if necessary, may be made toothed.
  • the shaft 57 mounted in suitable bearings 58 and 59 in the-vertical stringers which support the draw works on the frame 12.
  • the shaft 57 is provided with drums 60 and 61 on its free ends and said shaft is driven through a bevel gearing 62 from a vertical jack shaft 63, which latter in turn is driven from the counter shaft 64 through a suitable bevel gearing 65.
  • the shaft"64 is mounted in suitable bearings 66 beneath the floor 14 so as to be out of the way of the operator, the shaft 64 being driven from the shaft15 through a suitable bevel gearing and "ertical jack shaft 67, the
  • the lever 55 is moved so thatthe clutch member 51 disengages from the clutch face member 53 on the shaft 17, the lever being moved until the clutch member 51 engages the'clutch face 43 of the housing 39.
  • the stub-shaft 47 willbe locked to the housing and caused to rotate therewith. If this were not done, the stub-shaft 47 having no resistance whatsoever would rotate alone and the shaft 18 would, of course, cease to rotate. Under these conditions, the transmission gearing may be shifted as found necessary in f out of the well. This is particularly valuable wherein the drill will often become jammed by earth falling down in the well.
  • the drill stem is enabled to accomplish this variable division of its weight because it is capable of longitudinal compression, due to the fact that it is made up of many different joints, is of great-length and hence possesses considerable elasticity, and also because it tends to assume a sinuousform in the well hole, all of which is, well understood and appreciatedin this art. It will thus be seen that when the prime mover l5 isplaced in operation so as to apply power to the main shaft 15, the power is transmitted through differential gearing to the jack shafts 17, 18, respectively," neither of which is in consequence rigidly connected to the main shaft. 15.
  • the differential gearing directs the force and power from the 1 source or sources of original energy through two paths by which such forces pas'sto the common point or place of application, i.-e., the drill stem; and by such differential gearing the ratio of power delivered to the rotary order to deliver. the desired power ratio to the drum 32 whereby to hoist the drilling bit table 22 and to the draw works or lift control mechanism 31 is automatically adjusted to effect automatic control operation.
  • a force derived from the main shaft and applied upon the jack shaft 17 which is equal to the force applied upon the jack shaft 18 since the differential gearing, as described, is of equal ratio between. these shafts.
  • the force derived from the main shaft15 is indicated by arrow E; that applied therefrom to ack shaft l'lby arrow lit, and that applied therefrom to jack shaft 18 by arrow L.
  • the force llt which is applied to the ack shaft 17 is exerted as a driving force through the rotary table to perform'the work of rotating the drill stem and automatically applies to the drill stem a substantially constant torque after the drilling apparatus is set in opera-' tion.
  • the force L applied to the jack shaft 18 exerts through the medium of the draw I works 31 driven thereby a lifting tendency upon the drill stem.
  • any weight of the drill stem supportedby the draw works exerts a force tending to unreel the draw works and is'opposed by force L thereon.
  • the magnitude of this force is in irect proportion to the suspended weight of "the drill stem and also dependent upon the gear ratio between the-drill stem and shaft 18. This ratio can be varied at will by the selective change speed transmission but once this gearing is set the ratio is fixed until again changed in the gearing.
  • the force proportional to the weight of the drill stem suspended, which is applied to shaft 18, is indicated by arrow W in Fig. 4. This'force W also acts through the difierential upon shaft 17 to exert thereon a force W" tending to rotate the drill stem.
  • the bit operates to remove material from the bottom' of the well hole with the consequent lowering of the lower end of the drill stem.
  • This elongation of the drill stem tends to increase the suspended weight tends todecrease the feeding pressure, tends to decrease the resistance to rotation, and tends to decrease the driving torque required to rotate the drill stem.
  • These tendencies all tend to-vary the forces'applied to the jack shaft 18 and jack shaft 17.
  • the tendency to increase the force W and decrease the force L thus unbalances the force to the draw Works causing the fall and tackle to play out.
  • This motion of the draw works decreases the suspended weight and the force W increases the resistance to rotation of the bit (by application of increased feeding pressure), and increases the driving torque which must be applied to.
  • the total weight'of the short drill stem employed may be insufficient to produce suflicient force W on the jack shaft 18 to enable the maintenance of sufficient torque on R at 17
  • the desired additional resistance to the rotation of jack shaft 18 may be imposed thereon to enable the difi'erentia-l 'to apply the desired torque thpough shaft 17 upon the rotary table.
  • the customary brake 70 of the draw works 31 of course may be also utilized for eifecting finer adjustments of the torque load than may be effected by the change speed transmission.
  • a source of power a shaft having two sections,diiferential gearing normally driving one only of said shaft sections from said source of power, a speed change gear mechanism in one of said shaft sections and an actuating mechanism driven thereby, and a second actuating mechanism driven from the other shaftjsection and controlled by the first said actuating mechanism.
  • a sonrce of power a power shaft, diflerential gearing, a jackshaft, a rotary table driven by said jackshaft, a second jack-shaft, a drum driven thereby, said gearing connecting said jackshafts with the power shaft, and means connecting said second jack-shaft to hoisting mechanism.
  • a source of power a power shaft, difierential gearing connected with said power shaft, a jack-shaft, a rotary table driven by said j ack-shaft, a second jackshaft, both of said jack-shafts being connected to said difi'erential gearing, first said jackshaft being'normally driven by the differential gearing, a drum driven from the second jack-shaft, a clutch in said second jack-shaft, means for changing the power and speed ratio of said jack-shafts, and means connecting said power shaft to a hoisting mechanism.
  • a well drilling machine including a power shaft, a differential gearing driven therefrom, -a pair of ack-shafts connected with said gearing, a rotary table connected with one of said Jack-shafts, a draw-work connected with the other jack-shaft, and speed change mechanism. between the drawwork and said jack-shaft.
  • a source of power a power shaft, a pair of j aclk-shafts, differential gearing driving said jack-shafts from said power shaft, means for disconnecting one or both of said jack-shafts from said gearing,
  • liver all the power to one of said shafts, drilling and hoisting mechanism associated with said jack-shafts, and a change gear trans mission in one of said j ack-shafts.
  • the method of controlling the drilling of a well which comprises applying a predetermined torque to a vertically disposed drill stem, suspending a portion of the weight of the drill stem, and employing the fluctuations of the resistance to such torque induced in the drilling operations to vary the percentage of the weight of the, drill stem suspended,
  • a well drilling apparatus comprising a drill stem, means for rotating the'drill stem,
  • a well drilling apparatus comprising a drill stem, a drill bit attached to the drill stem, means for suspending a portion of the weight of the drill stem, means for rotating the drill stem, a common source of power for said suspending means and rotating means, and means for adjusting the ratio of power applied-fromsaid source of power to said suspending means and rotating means through means regulated by fluctuations of the resistance to said rotating means induced SIP in drilling operations, thereby efiecting anvertically disposed drill stem, means for sus-,
  • a well drilling apparatus comprisinga drill stem, means for rotating the drill stem, means for suspending a portion of the weight of the drill stem, said means includin a falls and tackle, and means interposed etween and connected with said suspending means and rotating means for regulating said suspending means and rotating means and operative to automatically control the feed pressure and torque applied to the drill stem.
  • a well drillin apparatus comprising a drill stem, a drill it attached to the drill stem, means for suspending a portion of the weight of the drill stem, said means including a falls and tackle connected to said drill stem, means for rotating the drill stem, a common source of power for said suspending meansand rotating means, andmeans for adjusting the rate of power applied from said source of power to said suspending means and rotating means through means regulated by fluctuations of the resistance to said rotating means induced in drilling operations, thereby elfecting automatic control of the torque applied to the drill stem and feed pressure ap plied to the drill bit.
  • a vertically disposed drill stem means for suspending a part of the weight of said drill stem, said means including a falls and tackle connected to said drill stem, means for rotating said drill stem, means for driving said rotating means, means for actuating said suspending means to govern the percentage of the weight of said drill stem supported thereby, and a differential gear connected to said last two mentioned means and operative to cause the suspending means to vary the percenta e of the weight supported thereby in accor ance with the fluctuations in the resistance to the rotation of said drill stem,
  • a well drilling apparatus comprising a drill stem, means for rotating the drill stem,
  • a vertically disposed drill stem means for suspending a part of the weight of said drill stem, means for rotating said drill stem, driving means for said rotating means, means for actuating said suspendingmeans to govern the percentage of the weight of said drill stem supported thereby, a differential gearing connecting said last two mentioned means and operative to cause the suspending means to vary the percentages of the weight supported thereby in accordance with the fluctuations in the resistance to the rotation of said drill stem, and means for disconnecting the differential gearing from one of said means for locking the gearing to deliver all the power to the other means.
  • a well drilling apparatus comprising a drill stem, means forrotating the drill stem, 7
  • a drilling mechanism rotating ing one sun gear connected to said feeding means and the other sun gear connected with said rotating means, and means for connecting the planetary gears to bedriven by a source of power.

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  • Engineering & Computer Science (AREA)
  • Life Sciences & Earth Sciences (AREA)
  • Geology (AREA)
  • Mining & Mineral Resources (AREA)
  • Mechanical Engineering (AREA)
  • Physics & Mathematics (AREA)
  • Environmental & Geological Engineering (AREA)
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Description

1,7633234 E. P. HALLIBURTON yams, sucn AS OIL WELLS Feb. 26, 1929,
METHOD AND APPARATUS FOR DRILLING Filed Nov; 4. 1920 2 Sheets-Sheet l Feb. 26, 1929. 1,703,234
E. P, HALLIBURTON METHOD AND APPARATUS FOR DRILLING WELLS, SUCH AS OIL WELLS Filed Nov. 4. 1 2 Sheets-Sheet 2 Zlwuzntoz ilkmfiwalz'w Patented Feb. 26,1929.
UNITED VSTATESF ERLE ,IP. HALLIBURTON, OF NEW WILSON, OKLAHOMA.
This invention relatestooil well and other well drilling apparatus and methods, and the primary aim of the invention is to provide improved power transmission mechanism for the drill whereby to obviate the difficulties and reduce the expenses incidental to drilling oil wells with the methods and apparatus thus far employed.
Heretofore, great difliculty has been encountered in drilling in hard formations, or in which heavy stone'or other hard objects are met, it being quite impracticable to feed the drill bit manually with an even load. The lack of suitable means for coping with obstructions encountered often results in jamming the drill to such an extent that the bit or drill pipe .or stem carrying the drill bit is twisted ofi and dropped into the bore. In other words, there is no outlet for the power appliedto-the drill stem, consequently the drill is subjected to a greater tOISlOIlitl StIfLlIl than it is designed for, resulting in fracture.
etc., are controlled bysuitable clutches, per
This necessitates the expenditure of needless time and labor in fishing for the part twisted ofi, and very often means abandonment of the bore.
Therefore, this invention embodies in a simple and inexpensive, yet thoroughly efiicient structure, mechanism for controlling the feed pressure on the drill bit, automatically compensating for changes in the resistance to rotation due to the progress of the bit or due to obstructions inthebore of the well, or due to the changes in the character of the formation encountered. The device further compensates for unevenness in the load on the drill bit and draw works, the latter being employed as a bleeder for the power, that is, an outlet for the power which wouldotherwise be applied directly to the work of rotating the drill stem with the undesirable result referred to hereinbefore. Furthermore, distribution of power is obtained by an improved method of and apparatus for transmission whereby the unreliable parts, such as chains, pulleys, sprockets, and other adjuncts to well drilling machinery heretofore employed may be, if desired, to a large extent eliminated although it is not intended to limit the inveneliminated. This transmission also permits of adjustment relatively of the parts driven,
and thus places within the hands of the operator a protective measure notv heretofore available. I
Furthermore, the present invention embodtion to apparatus in which such parts are I 1,103,234 PATENT OFFICE.
METHOD AND Arrm'rus' m DRILLING" WELLS, soon AS OIL WELLS.
Application filed .November 4, 1920. Serial no. 42 '1,eee.
ies features in the nature of accessories which all cooperate to speed up and facilitate the process of drilling a well. For instance, the arrangement of gearing is such that when desired the drill may be quickly and easily extracted from the well, during or after the process without stopping the source of power or prime mover. A very important or commercial feature of the mechanism is its flexibility, permitting the use ofan internal combustionengine as a prime mover; which has not heretofore been found practicable with machinery now employed in the fields.
Briefly, the transmission mechanism preferably consists of a pair of shafts connected to a power shaft through the medium of a differential gearing, one of the first said shafts being connected to the rotary table and the other connected to the draw works through a clutchand suitable transmission mechanism. 1
All the elements, such as shafting, gearing, I
mitting of independent or collective, synchronous or relative movement of the parts.
I desire to emphasize the fact that the invention resides in the system of driving the various parts of the drilling machinery and not necessarily to any of the detail construction which will be described, I reserving the right to vary the details without materially departing-from the spirit of the invention or the scope ofthe same as covered by the claims.
Other objects and advantages of this invention will appear upon reference to the following detailed description of a preferred example of a well drilling apparatus embodying the invention and by which a preferred method of drilling wells may be carried out.
In the drawings Figure -1 is a side elevation, partly broken f tus, the details of bonstruction of which are well understood in the art and hence but diasupported A floor 14 supports the boring machinery and this floor is mounted on the foundation pillars 10 and 11.
In accordance with the teachings of my invention, the boring machinery derives power from a power shaft 15, suitablyponnected to a steam or internal combustion engine or other prime mover 15., this shaft having a clutch 16 therein for disconnecting the source of power from the drilling mechanism and draw works. The shaft 15 drives jack- shafts 17 and 18 through the medium of a conven-' tional form of difl'erential gears contained in the housing 19. The details of this gear are well known to those skilled in the art, the' construction being but slightly modified to accommodate two clutches as will be described presently. The shaft 17 carries a worm 20 on the free end thereof, this worm engaging with a worm gear 21 which is mounted on the rotary table 22. The rotary table drives the drill bit which is carried by the usual drill pipe or stem 23 and maybe of the conventional type and has, therefore, been shown but generally. In the usual practice, a drill casing 24 extends into the ground as shown in Figure 1 and serves to prevent thewalls of the well caving in on the bit and drill stem 23.
The jack shaft 18 is broken in a housing 25, and is connected, normally with a countershaft 26 by means'of a clutch 27 arranged within the housing 25, said clutch being operable from without the housing by means of a lever 28. The shaft 26 extends into a housing 29 containing a transmission gearing, in other words, a gear change mechanism for changing the relation of speed between the shaft 26 and the shaft.- 30, this shaft 30 extending to draw works 31 consisting of the drum 32, and serving to drive said drum. through a suitable worm gearing contained in. the housing 33 as pointed out in the description of the mode of operation of the apparatus, the draw works 31 at times must drive'the shaft 18 as well as be driven at other times by such shaft. Hence this worm gearing mustobviously be of suitable reversible type. As pointed out, the draw works may be of any customary construction and is supplied as usual with brake drums 70 at both ends I controlled" by a common lever 71. -A cable 34 is wound upon the drum and extends upwardly on the framework 12, over a sheave and is connected to the upper end of the drill stem 23 at 35. It is, of course, to be understood that while a single purchase fall in the nature of the cable 34 is shown, the necessary block and tackle (usually six-part) may beinterposed between the end of the drill stem moaaea and the cable so asto obtain the nefzessary power when withdrawing the drill bit from the well. The gear change mechanism is operable by means of a lever 3650 that the desired power ratio between the draw works 31 and the rotary table 22- may be adjusted at will.
The detail construction of the differential is best shown in Figure 3. The section view, in Figure 3 has been taken front the rear in order that the driving pinion carried on the shaft 15 will not hide the construction. The
shafts 17 and18 are mounted in suitable bearings 37 and 38, respectively, said bearings being carried by the casing 19.
A housing 39 carries the spider 40 on which the bevel pinions 41 are mounted, said housing being mounted in suitable anti-friction bearings 42 formed on the casing 19. The opposite ends of the housing 39 are reduced and provided With-clutch faces 43 and 44 for a purpose which will be described presently. A pair of bevel gears 45 and 46 are carried by the stub-shafts 47 and 48, respectively, and receive power from the pinions 41, the housing being rotated and said spider by the ring gear 49 whichin turn receives motion from the driving gear 50 carried on the inner end of the shaft 15. The stub-shafts 47 and 48 abut the shaft-s 17 and 18, respectively, and a pair of clutches 51 and 52 serve to connect the respective stub-shafts and abutting shafts, or to 3 look the stub-shafts to the housing. This is accomplished either by engaging the clutches 51 and 52 with their respective housing clutch faces or with the clutch face members 53 and 54 carried on the inner. ends of the shafts l7 and 18. Suitable levers 55 and 56 project'from the casing 19 for manual ac-.
lilo
tively. The clutches shown are of the friction type, but if necessary, may be made toothed.
Iii the course of drilling a well and in hanl dling heavy objects it is desirable that an independent hoisting means be associated with the drilling mechanism and draw works,
and for this reason I have provided the shaft 57 mounted in suitable bearings 58 and 59 in the-vertical stringers which support the draw works on the frame 12. The shaft 57 is provided with drums 60 and 61 on its free ends and said shaft is driven through a bevel gearing 62 from a vertical jack shaft 63, which latter in turn is driven from the counter shaft 64 through a suitable bevel gearing 65. The shaft"64 is mounted in suitable bearings 66 beneath the floor 14 so as to be out of the way of the operator, the shaft 64 being driven from the shaft15 through a suitable bevel gearing and "ertical jack shaft 67, the
latter having a suitable clutch 68 therein operated by a lever 69 whereby to connect and tion shouldbe, but believe that this isa matshaft 57 is stationary, but the event that it is desired to lift heavy objects on the floor the drums or 61 may be conveniently em-' "cally by the draw works 31as the hole is deepened. However, should the drill bit strike an obstruction, instead of continuing to descend causing excess torsional strain to be imposed on the drill stem, the moment that the resistance to the drill bit becomes greater than a predetermined amount regulated'by the transmission gearing, the shaft 18 begins to reversely rotate. This usually takes place the moment the drill tends to jam and because excessive torque is placed on the drill stem, the power, by virtue of the-differential gearing, now being delivered to the shaft 26, through the clutch 27, transmission gearing and to the draw works 31, thus elevating the upper end of the drill stem and, if the excess resistance to rotation continues, elevating the drillbit, thus preventing fracture of the drill stem due to an application of excess power to the drill stem when the same is unable to rotate. It will be obvious that as the sections are connected thereto in the course of drilling into the well, this weight will be compensated for by the draw works, the change speed transmission having been set to a position predetermined for this purpose. In other words, any tendency for the drill bit to feed too fast will be compensated for by the differential gearing and transmission. so that if the drill bit tends to become jammed or to feed too fast there is a resulting effect on the draw works to cause the same to regulate the drilling operation throughout. It will also be apparent that should the force applicable on the rotary table from the prime mover, such as an internal combustion engine, be insuificient to overcome the resistance to drilling, the change gearing or transmission may be shifted to compensate for this necessary alteration in relation of the drilling apparatus tothe draw works. I amnot pre-- pared to state just what relative proportion the gearing of the various parts of my lnventer which can be easily determined when the device is developed for actual redu'ctionto practice. -Another feature of the operation which I desire to point out is that performed by the two clutches 51'and 52. In the event that it is desired to raise the di ill stem and bit without rotating the same and at the same time to apply all of the power to this process, which becomes necessary in many cases, the lever 55 is moved so thatthe clutch member 51 disengages from the clutch face member 53 on the shaft 17, the lever being moved until the clutch member 51 engages the'clutch face 43 of the housing 39. In this manner the stub-shaft 47 willbe locked to the housing and caused to rotate therewith. If this were not done, the stub-shaft 47 having no resistance whatsoever would rotate alone and the shaft 18 would, of course, cease to rotate. Under these conditions, the transmission gearing may be shifted as found necessary in f out of the well. This is particularly valuable wherein the drill will often become jammed by earth falling down in the well.
W hen it is desired to apply all of the power to the shaft 17 the lever 56 is moved so that the clutch member 52 locks the housing 39 to the stub-shaft 48 and disconnects the shaft 18. By placing the levers 55 and 56 in the neutral position power may be cut off from both of the shafts 17 and 18, but it is rare that such will be necessary as, that can be taken care of by the clutch 16.
In order to more clearly demonstrate how the before described results are obtained byv the apparatus herein described and how the method of drilling wells can be carried .out in the described apparatus, a descriptionwill now be given of the different forces set in action during operation. In this connection, it should be pointed out that as the drill stem 23 is described and shown as vertically disposed, and having part of its weight suspended, by the draw works 31, and part of its weight resting upon its attached drill bit, that the portion of the weight which is not supported from the draw works will be the e ective feeding" pressure applied to the bit. The drill stem is enabled to accomplish this variable division of its weight because it is capable of longitudinal compression, due to the fact that it is made up of many different joints, is of great-length and hence possesses considerable elasticity, and also because it tends to assume a sinuousform in the well hole, all of which is, well understood and appreciatedin this art. It will thus be seen that whenthe prime mover l5 isplaced in operation so as to apply power to the main shaft 15, the power is transmitted through differential gearing to the jack shafts 17, 18, respectively," neither of which is in consequence rigidly connected to the main shaft. 15. In place thereof, the differential gearing directs the force and power from the 1 source or sources of original energy through two paths by which such forces pas'sto the common point or place of application, i.-e., the drill stem; and by such differential gearing the ratio of power delivered to the rotary order to deliver. the desired power ratio to the drum 32 whereby to hoist the drilling bit table 22 and to the draw works or lift control mechanism 31 is automatically adjusted to effect automatic control operation.
c In the preferred mode of operation-f the invention, with reference to Fig. l there is a force derived from the main shaft and applied upon the jack shaft 17 which is equal to the force applied upon the jack shaft 18 since the differential gearing, as described, is of equal ratio between. these shafts. In Fig. i the force derived from the main shaft15 is indicated by arrow E; that applied therefrom to ack shaft l'lby arrow lit, and that applied therefrom to jack shaft 18 by arrow L. The force llt which is applied to the ack shaft 17 is exerted as a driving force through the rotary table to perform'the work of rotating the drill stem and automatically applies to the drill stem a substantially constant torque after the drilling apparatus is set in opera-' tion. The force L applied to the jack shaft 18 exerts through the medium of the draw I works 31 driven thereby a lifting tendency upon the drill stem.
Any weight of the drill stem supportedby the draw works exerts a force tending to unreel the draw works and is'opposed by force L thereon. The magnitude of this force is in irect proportion to the suspended weight of "the drill stem and also dependent upon the gear ratio between the-drill stem and shaft 18. This ratio can be varied at will by the selective change speed transmission but once this gearing is set the ratio is fixed until again changed in the gearing. The force proportional to the weight of the drill stem suspended, which is applied to shaft 18, is indicated by arrow W in Fig. 4. This'force W also acts through the difierential upon shaft 17 to exert thereon a force W" tending to rotate the drill stem. y j I Owing to its longitudinal elas icity any variation in the over-all length of the drill stem will correspondingly change the vertical position of its center of gravity and will change the ratio'between that portion of the weight of the drill stem that will besupported by the draw works and that which rests upon the bit. Any change in the vertical position of the bit, therefore, Which-is not accompanied by an equal motion of the upper end of the drill stem where the tackle is attached, will result in a variation in the value W and vice versa. c
The equality of the lengths of arrows L, W,
"W and R indicates that such forces are of equal value and illustrate that condition which exists when the apparatus is in equilibrium. The suspended weight of the drill stem W is balanced by the lifting force L exerted through the jack shaft 18 thus holding that shaft stationary and the total en- -ergy derived from the prime mover exerted through the rotation of the shaft 17 applied to the work of rotating the jack sha t, and
. the force E exerted by the prime mover, just balancing and overcomingthe opposing load of the drill stem inasmuch as action and reaction must be equal. Hence any change in the resistance to rotation of the drill stem equals the resistance opposed to the rotation will change the force R applied to the work of rotating the drill stem. Inasmuch as force It cannot change without accompanying change of lifting'force L due to the inherent action of the difierential, any such variation in resistance to the rotation of the drill stem will unbalance the condition of equilibrium above described and by such unbalancing there will be a resultant force on shaft 18 tending to create lineal motion in'the endof the drill stbm to which the tackle is attached.
During the normal process of drilling, the bit operates to remove material from the bottom' of the well hole with the consequent lowering of the lower end of the drill stem. This elongation of the drill stem tends to increase the suspended weight tends todecrease the feeding pressure, tends to decrease the resistance to rotation, and tends to decrease the driving torque required to rotate the drill stem. These tendencies all tend to-vary the forces'applied to the jack shaft 18 and jack shaft 17. The tendency to increase the force W and decrease the force L thus unbalances the force to the draw Works causing the fall and tackle to play out. This motion of the draw works decreases the suspended weight and the force W increases the resistance to rotation of the bit (by application of increased feeding pressure), and increases the driving torque which must be applied to. the I drill stem, thus tending to again cause R to q 1 The summation of these foregoing tenden- "cies is that there is ever present a tendency to automatically maintain the mechanism in a state of equilibrium, to-maintain the required driving torque at the chosen optimum value and to cause continuous regulated rectilinear forward movement of the-bit to compensate for the drilling action.
If the resistance to the rotation varies, for I reasons induced by the variable conditions encountered in drilling, and not caused by the variations in the feeding pressure which proceed from the normal progress in drilling,
the ratio will remain standing between the portion of the weight on the bitand the portion held suspended through the draw works. Hence W will remain constant but W will be unbalanced in regard to L with the result that rectilinear motion 0 the suspended end or top of the drill-stem will take place. For
example, in case such reslstance decreases 1861 optimum,
also requiring a decrease in the force B, there will be aficorresponding decrease in the lifting force L apIphed on the jack shaft 18. The lifting force is no longer able to counterbalance the static force W applied thereto. This, therefore, allows the tackle to play out, lowering the center of gravity of the drill stem, decreasing the suspended weight and imposing additional feed pressure on the bit, this later effect in operation tending to increase the resistance of the bit to rotation with a corresponding increase of R. W tends to decrease to equal L and R tends to again return to its former value. Thus there is again re-established a condition of equilibrium with its resultant torque force R substantially equal to, but somewhat below, the predetermined optimum value.
In case the resistance to rotation increases 20 from the above, or any uncontrollable causes,
increases, L increases and a series of tendencies is set up, the reverse of those above described with the final resultant of the reestablishment of a condition of equilibrium with the force R in excess of the predetermined optimum but substantially that optlmum and well below the factor of safety of the mechanism. Such slight variation from the optimum torque being due to the inabihty ;of feed pressurerchanges to always exactly counteract the changes in specific resistance of the material drilled.
It is here pointed out that, at the times when the resistance to the rotary motion of the drill stemvaries from the predetermined the upward rectilinear motion which is automatically imparted to the drill stem thereby, is imparted only to the upper of the drill stem is thereby yields or absorbs energy.
end of the drill stem and is first utilized to remove compression or slack therefrom and hence does not necessarily withdraw the dull bit from the work-engaging position. lhe drill bit is withdrawn from work-engagmg position only when there is a continuous application of excessive resistance to the-rotation of the drill stem for such a duration of time as to permit all of the slack to be removed from the drill stem.
Even under .conditions of resistance so severeas to positively prevent the rotation of the drill stem the prime mover does not it apply hazardous torque load upon the dllll stem as under these circumstances all the A power is diverted in the differential from the work of rotating, the drill stem and applied to the work of hoisting the drill stem. It is therefore seen that whenever the forces L and W are unbalanced therefollows atransfer of energy through the path including the draw works, the direction depending upon whether the center of gravity lowered or raised and Hence it is seen that the drill stem in operation not only acts as a support and a driver for the attached drill bit but asa reservoir for receiving and deliverin energy in order to maintain the correct forces upon the apparatus to efiect automatic continuous drilling action. I
In the early stages of drilling, the total weight'of the short drill stem employed may be insufficient to produce suflicient force W on the jack shaft 18 to enable the maintenance of sufficient torque on R at 17 At such times by the employment of artificial resistance to the rotation of the shaft 18 app-lied by the customary brakes of the draw works, or by other brakes, the desired additional resistance to the rotation of jack shaft 18 may be imposed thereon to enable the difi'erentia-l 'to apply the desired torque thpough shaft 17 upon the rotary table. The customary brake 70 of the draw works 31 of course may be also utilized for eifecting finer adjustments of the torque load than may be effected by the change speed transmission.
I desire to lay particular stress on the compactness of the device and the various parts thereof. By the arrangement shown, alignment of the parts may be conveniently arranged, it being possible to carry the transmission, clutch 27, differential, and associated parts on a single plank which may be set in the flooring of the rig. If necessary, universal joints may be employed in order to secure alignment in the shafts, but'in View of the obvious mechanical expediency of such an arrangement in some cases, the same has not been shown in the drawings.
If desired, when an internal combustion engine is employed a reverse gear or series of gears may be embpdiedin the transmission. I reserve the right to make changes in the detailed construction and arrangement of the parts. Of course, it may be desirable in someinstances to arrange the shafts l7 and 18 in different relations, that is, owing to the construction of the supporting framework, it may be desirable to break the shafts 17 and 18 and connect the parts by universal joints, but I consider this within the purview of the ordinar mechanic. These are features which I consi or variable without departing from the spiritand scope of the claims.
While the method of drilling wells and the drilling apparatus herein described is well adapted to accomplish the purposes of this invention, it is understood that various modifications may be made in the specific formlof the method and apparatus without departing from the spirit of the invention, and that the invention includes all such modification andmg normally driving one only of said sectlons from sald source of power, .a speed nism. v
2. In combination, a source of power, a shaft having two sections,diiferential gearing normally driving one only of said shaft sections from said source of power, a speed change gear mechanism in one of said shaft sections and an actuating mechanism driven thereby, and a second actuating mechanism driven from the other shaftjsection and controlled by the first said actuating mechanism.
3. In combination, a sonrce of power, a power shaft, diflerential gearing, a jackshaft, a rotary table driven by said jackshaft, a second jack-shaft, a drum driven thereby, said gearing connecting said jackshafts with the power shaft, and means connecting said second jack-shaft to hoisting mechanism.
a. In combination, a source of power a power shaft, difierential gearing connected with said power shaft, a jack-shaft, a rotary table driven by said j ack-shaft, a second jackshaft, both of said jack-shafts being connected to said difi'erential gearing, first said jackshaft being'normally driven by the differential gearing, a drum driven from the second jack-shaft, a clutch in said second jack-shaft, means for changing the power and speed ratio of said jack-shafts, and means connecting said power shaft to a hoisting mechanism.
5. A well drilling machine including a power shaft, a differential gearing driven therefrom, -a pair of ack-shafts connected with said gearing, a rotary table connected with one of said Jack-shafts, a draw-work connected with the other jack-shaft, and speed change mechanism. between the drawwork and said jack-shaft.
6. In combination, a source of power, a power shaft, a pair of j aclk-shafts, differential gearing driving said jack-shafts from said power shaft, means for disconnecting one or both of said jack-shafts from said gearing,
liver all the power to one of said shafts, drilling and hoisting mechanism associated with said jack-shafts, and a change gear trans mission in one of said j ack-shafts.
8. The method of controlling the drilling of a well, which comprises applying a predetermined torque to a vertically disposed drill stem, suspending a portion of the weight of the drill stem, and employing the fluctuations of the resistance to such torque induced in the drilling operations to vary the percentage of the weight of the, drill stem suspended,
thereby tending to maintain substantially uniform torque applied to the drill stem.
9. A well drilling apparatus, comprising a drill stem, means for rotating the'drill stem,
means for suspending a portion of the weight of the drill stem, and means interposed between and connected to said suspending means and rotating meansfor regulating said suspending means and rotating means, and operative to automatically control the feed pressure and torque applied to the drill stem.
10. A well drilling apparatus, comprising a drill stem, a drill bit attached to the drill stem, means for suspending a portion of the weight of the drill stem, means for rotating the drill stem, a common source of power for said suspending means and rotating means, and means for adjusting the ratio of power applied-fromsaid source of power to said suspending means and rotating means through means regulated by fluctuations of the resistance to said rotating means induced SIP in drilling operations, thereby efiecting anvertically disposed drill stem, means for sus-,
pending part of the weight of said drill stem, means for rotating said drill stem, driving means for said rotating means, means for actuating said suspending means to govern the percentage of the weight of said drill stem supported thereby, and a difierential gearing connecting said last two mentioned means and operative to cause the suspending means to vary the percentage of the weight support ed thereby in accordance with the fluctuations in the resistance to' the rotation of said drill stem. I I
12. A well drilling apparatus,comprisinga drill stem, means for rotating the drill stem, means for suspending a portion of the weight of the drill stem, said means includin a falls and tackle, and means interposed etween and connected with said suspending means and rotating means for regulating said suspending means and rotating means and operative to automatically control the feed pressure and torque applied to the drill stem.
13. A well drillin apparatus, comprising a drill stem, a drill it attached to the drill stem, means for suspending a portion of the weight of the drill stem, said means including a falls and tackle connected to said drill stem, means for rotating the drill stem, a common source of power for said suspending meansand rotating means, andmeans for adjusting the rate of power applied from said source of power to said suspending means and rotating means through means regulated by fluctuations of the resistance to said rotating means induced in drilling operations, thereby elfecting automatic control of the torque applied to the drill stem and feed pressure ap plied to the drill bit.
14- In a rotary well drilling apparatus, a vertically disposed drill stem, means for suspending a part of the weight of said drill stem, said means including a falls and tackle connected to said drill stem, means for rotating said drill stem, means for driving said rotating means, means for actuating said suspending means to govern the percentage of the weight of said drill stem supported thereby, and a differential gear connected to said last two mentioned means and operative to cause the suspending means to vary the percenta e of the weight supported thereby in accor ance with the fluctuations in the resistance to the rotation of said drill stem,
15. A well drilling apparatus, comprising a drill stem, means for rotating the drill stem,
means for suspending a portion of the weight of the drill stem, means interposed between and connected tosaid suspending means and rotating means for regulating said suspending means and rotating means, and operative to automatically control the feed pressure and torque applied to the drill stem, and means in the connection between said sus pending means and rotating means to vary the feed pressure and torque to be automatically controlled by said regulating means.
16. In a rotary well drilling apparatus, a vertically disposed drill stem, means for suspending a part of the weight of said drill stem, means for rotating said drill stem, driving means for said rotating means, means for actuating said suspendingmeans to govern the percentage of the weight of said drill stem supported thereby, a differential gearing connecting said last two mentioned means and operative to cause the suspending means to vary the percentages of the weight supported thereby in accordance with the fluctuations in the resistance to the rotation of said drill stem, and means for disconnecting the differential gearing from one of said means for locking the gearing to deliver all the power to the other means.
17. A well drilling apparatus, comprising a drill stem, means forrotating the drill stem, 7
power, and a single diiferential connecting said source of power through said diilerential to said rotating means and suspending means for regulating the same to automatically control the feed pressure and torque applied to the drill stem.
19. In combination, a drilling mechanism, rotating ing one sun gear connected to said feeding means and the other sun gear connected with said rotating means, and means for connecting the planetary gears to bedriven by a source of power.
In Witness whereof I hereunto subscribe my name this 23rd day of October, 1920.
ERLE P. HALLIBURTON.
means therefor, feeding means for said drllling mechanism, a difl'erential l1av--
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Cited By (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US2582217A (en) * 1945-11-15 1952-01-15 Charles M O'leary Hydraulic drilling mechanism
US2588408A (en) * 1947-05-08 1952-03-11 Charles M O'leary Oil well drilling transmission
US2640685A (en) * 1946-10-11 1953-06-02 Charles M O'leary Electric drilling mechanism
US3026950A (en) * 1958-02-28 1962-03-27 John H Johnson Apparatus for boring holes
US3675727A (en) * 1970-10-23 1972-07-11 Wallace Clark Apparatus and method for governing the operation of down- hole earth boring motors
US5507353A (en) * 1993-12-08 1996-04-16 Institut Francais Du Petrole Method and system for controlling the rotary speed stability of a drill bit

Cited By (6)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US2582217A (en) * 1945-11-15 1952-01-15 Charles M O'leary Hydraulic drilling mechanism
US2640685A (en) * 1946-10-11 1953-06-02 Charles M O'leary Electric drilling mechanism
US2588408A (en) * 1947-05-08 1952-03-11 Charles M O'leary Oil well drilling transmission
US3026950A (en) * 1958-02-28 1962-03-27 John H Johnson Apparatus for boring holes
US3675727A (en) * 1970-10-23 1972-07-11 Wallace Clark Apparatus and method for governing the operation of down- hole earth boring motors
US5507353A (en) * 1993-12-08 1996-04-16 Institut Francais Du Petrole Method and system for controlling the rotary speed stability of a drill bit

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