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DOE OSTI2023

Sandia and Ditch Witch Technology Commercialization Fund Integral Motor and Percussive Hammer

This report captures the results of development and testing of a integral downhole motor and percussive hammer used for drilling in near-surface hard rock formations. The work was funded through the DOE Office of Technology Transitions Technology Commercialization Fund. It was a collaboration between Sandia National Labs and The Charles Machine Works (aka Ditch Witch). In the collaboration, Sandia developed a pneumatic motor derived from an indexing tool used in other drilling applications, and Ditch Witch developed the bearing pack tied to the output shaft of the motor as well as the angled beacon housing used for directional control.

15 GEOTHERMAL ENERGY↗

DOE OSTI2022

Auto Indexer for Percussive Hammers Final Report

Geothermal energy has been underutilized in the U.S., primarily due to the high cost of drilling in the harsh environments encountered during the development of geothermal resources. Drilling depths can approach 5,000 m with temperatures reaching 170 C. In situ geothermal fluids are up to ten times more saline than seawater and highly corrosive, and hard rock formations often exceed 240 MPa compressive strength. This combination of extreme conditions pushes the limits of most conventional drilling equipment. Furthermore, enhanced geothermal systems are expected to reach depths of 10,000 m and temperatures more than 300 °C. To address these drilling challenges, Sandia developed a proof-of-concept tool called the auto indexer under an annual operating plan task funded by the Geothermal Technologies Program (GTP) of the U.S. Department of Energy Geothermal Technologies Office. The auto indexer is a relatively simple, elastomer-free motor that was shown previously to be compatible with pneumatic hammers in bench-top testing. Pneumatic hammers can improve penetration rates and potentially reduce drilling costs when deployed in appropriate conditions. The current effort, also funded by DOE GTP, increased the technology readiness level of the auto indexer, producing a scaled prototype for drilling larger diameter boreholes using pneumatic hammers. The results presented herein include design details, modeling and simulation results, and testing results, as well as background on percussive hammers and downhole rotation.

15 GEOTHERMAL ENERGY↗

DOE OSTI2021

Microhole drilling technology utilizing a golden section search algorithm

A fundamental issue in microhole drilling is that delivering high weight-on-bit (WOB), high torque rotational horsepower to a conventional drill bit does not scale down to the hole sizes necessary to realize the envisioned cost savings An optimization algorithm called a golden section search (GSS) was used to systematically identify the preferred WOB for a given set of conditions. This research focused on implementing and evaluating two low WOB drilling technologies for microhole drilling: - Laser-assisted mechanical drill, which was tested in the laboratory - Lightly modified commercial off-the-shelf (COTS) percussive hammer, which was tested in a limited field test. Data were collected for microhole GSS using WOB optimization via simulation as well as at the Blue Canyon Dome Site in Socorro, NM. Information on the attached files and folders are as follows: - the .tdms files are LabView data files, which can be opened within Excel using a .tdms add-in or using a Matlab .tdms converter - the .tdms_index files are part of the .tdms file structure - sampling rate, column headers, and length data within the .tdms files follow SOP when utilizing Excel and/or Matlab as described above

15 GEOTHERMAL ENERGY↗

DOE OSTI2021

A Modular Mechanism for Downhole Weight-on-Bit and Torque Reaction in Small Diameter Boreholes

Drilling systems that use downhole rotation must react torque either through the drill-string or near the motor to achieve effective drilling performance. Problems with drill-string loading such as buckling, friction, and twist become more severe as hole diameter decreases. Therefore, for small holes, reacting torque downhole without interfering with the application of weight-on-bit, is preferred. In this paper, we present a novel mechanism that enables effective and controllable downhole weight on bit transmission and torque reaction. This scalable design achieves its unique performance through four key features: (1) mechanical advantage based on geometry, (2) direction dependent behavior using rolling and sliding contact, (3) modular scalability by combining modules in series, and (4) torque reaction and weight on bit that are proportional to applied axial force. As a result, simple mechanical devices can be used to react large torques while allowing controlled force to be transmitted to the drill bit. We outline our design, provide theoretical predictions of performance, and validate the results using full-scale testing. The experimental results include laboratory studies as well as limited field testing using a percussive hammer. These results demonstrate effective torque reaction, axial force transmission, favorable scaling with multiple modules, and predictable performance that is proportional to applied force.

15 GEOTHERMAL ENERGY↗

DOE OSTI2021

Evaluation of Microhole Drilling Technology for Geothermal Exploration, Assessment, And Monitoring

One of the greatest barriers to geothermal energy expansion is the high cost of drilling during exploration, assessment, and monitoring. Microhole drilling technology—small-diameter 2–4 in. (~5.1–10.2 cm) boreholes—is one potential low-cost alternative for monitoring and evaluating bores. However, delivering high weight-on-bit (WOB), high torque rotational horsepower to a conventional drill bit does not scale down to the hole sizes needed to realize the cost savings. Coiled tube drilling technology is one solution, but these systems are limited by the torque resistance of the coil system, helical buckling in compression, and most of all, WOB management. The evaluation presented herein will: (i) evaluate the technical and economic feasibility of low WOB technologies (specifically, a percussive hammer and a laser-mechanical system), (ii) develop downhole rotational solutions for low WOB drilling, (iii) provide specifications for a low WOB microhole drilling system, (iv) implement WOB control for low WOB drilling, and (v) evaluate and test low WOB drilling technologies.

15 GEOTHERMAL ENERGY↗

NASA NTRS2014

Percussive Augmenter of Rotary Drills for Operating as a Rotary-Hammer Drill

A percussive augmenter bit includes a connection shaft for mounting the bit onto a rotary drill. In a first modality, an actuator percussively drives the bit, and an electric slip-ring provides power to the actuator while being rotated by the drill. Hammering action from the actuator and rotation from the drill are applied directly to material being drilled. In a second modality, a percussive augmenter includes an actuator that operates as a hammering mechanism that drives a free mass into the bit creating stress pulses that fracture material that is in contact with the bit.

Aldrich, Jack Barron↗

NASA NTRS2009

Voice Coil Percussive Mechanism Concept for Hammer Drill

A hammer drill design of a voice coil linear actuator, spring, linear bearings, and a hammer head was proposed. The voice coil actuator moves the hammer head to produce impact to the end of the drill bit. The spring is used to store energy on the retraction and to capture the rebound energy after each impact for use in the next impact. The maximum actuator stroke is 20 mm with the hammer mass being 200 grams. This unit can create impact energy of 0.4 J with 0.8 J being the maximum. This mechanism is less complex than previous devices meant for the same task, so it has less mass and less volume. Its impact rate and energy are easily tunable without changing major hardware components. The drill can be driven by two half-bridges. Heat is removed from the voice coil via CO2 conduction.

Okon, Avi↗

NASA NTRS2010

Mars Science Laboratory Drill

The Drill for the Mars Science Laboratory mission is a rotary-percussive sample acquisition device with an emphasis on toughness and robustness to handle the harsh environment on Mars. The unique challenges associated with autonomous drilling from a mobile robot are addressed. A highly compressed development schedule dictated a modular design architecture that satisfies the functional and load requirements while allowing independent development and testing of the Drill subassemblies. The Drill consists of four actuated mechanisms: a spindle that rotates the bit, a chuck that releases and engages bits, a novel voice-coil-based percussion mechanism that hammers the bit, and a linear translation mechanism. The Drill has three passive mechanisms: a replaceable bit assembly that acquires and collects sample, a contact sensor / stabilizer mechanism, and, lastly a flex harness service loop. This paper describes the various mechanisms that makeup the Drill and discusses the solutions to their unique design and development challenges.

Okon, Avi B.↗

NASA NTRS2011

Testing and Development of a Percussive Augmenter for Rotary Drills

Hammering drills are effective in fracturing the drilled medium while rotary drills remove cuttings. The combination provides a highly effective penetration mechanism. Piezoelectric actuators were integrated into an adapter to produce ultrasonic percussion; augmenting rotary drilling. The drill is capable of operating at low power, low applied force and, with proper tuning, low noise. These characteristics are of great interest for future NASA missions and the construction/remodeling industry. The developed augmenter connects a commercially available drill and bit and was tested to demonstrate its capability. Input power to the drill was read using a multimeter and the augmenter received a separate input voltage. The drive frequency of the piezoelectric actuator was controlled by a hill climb algorithm that optimizes and records average power usage to operate the drill at resonating frequency. Testing the rotary drill and augmenter across a range of combinations with total power constant at 160 Watts has shown results in concrete and limestone samples that are as good as or better than the commercial drill. The drill rate was increased 1.5 to over 10 times when compared to rotation alone.

rotary-hammering↗

NASA NTRS2009

NASA Tech Briefs, July 2009

Topics covered include: Dual Cryogenic Capacitive Density Sensor; Hail Monitor Sensor; Miniature Six-Axis Load Sensor for Robotic Fingertip; Improved Blackbody Temperature Sensors for a Vacuum Furnace; Wrap-Around Out-the-Window Sensor Fusion System; Wide-Range Temperature Sensors with High-Level Pulse Train Output; Terminal Descent Sensor Simulation; A Robust Mechanical Sensing System for Unmanned Sea Surface Vehicles; Additive for Low-Temperature Operation of Li-(CF)n Cells; Li/CFx Cells Optimized for Low-Temperature Operation; Number Codes Readable by Magnetic-Field-Response Recorders; Determining Locations by Use of Networks of Passive Beacons; Superconducting Hot-Electron Submillimeter-Wave Detector; Large-Aperture Membrane Active Phased-Array Antennas; Optical Injection Locking of a VCSEL in an OEO; Measuring Multiple Resistances Using Single-Point Excitation; Improved-Bandwidth Transimpedance Amplifier; Inter-Symbol Guard Time for Synchronizing Optical PPM; Novel Materials Containing Single-Wall Carbon Nanotubes Wrapped in Polymer Molecules; Light-Curing Adhesive Repair Tapes; Thin-Film Solid Oxide Fuel Cells; Zinc Alloys for the Fabrication of Semiconductor Devices; Small, Lightweight, Collapsible Glove Box; Radial Halbach Magnetic Bearings; Aerial Deployment and Inflation System for Mars Helium Balloons; Steel Primer Chamber Assemblies for Dual Initiated Pyrovalves; Voice Coil Percussive Mechanism Concept for Hammer Drill; Inherently Ducted Propfans and Bi-Props; Silicon Nanowire Growth at Chosen Positions and Orientations; Detecting Airborne Mercury by Use of Gold Nanowires; Detecting Airborne Mercury by Use of Palladium Chloride; Micro Electron MicroProbe and Sample Analyzer; Nanowire Electron Scattering Spectroscopy; Electron-Spin Filters Would Offer Spin Polarization Greater than 1; Subcritical-Water Extraction of Organics from Solid Matrices; A Model for Predicting Thermoelectric Properties of Bi2Te3; Integrated Miniature Arrays of Optical Biomolecule Detectors; A Software Rejuvenation Framework for Distributed Computing; Kurtosis Approach to Solution of a Nonlinear ICA Problem; Robust Software Architecture for Robots; R4SA for Controlling Robots; Bio-Inspired Neural Model for Learning Dynamic Models; Evolutionary Computing Methods for Spectral Retrieval; Monitoring Disasters by Use of Instrumented Robotic Aircraft; Complexity for Survival of Living Systems; Using Drained Spacecraft Propellant Tanks for Habitation; Connecting Node; and Electrolytes for Low-Temperature Operation of Li-CFx Cells.

Source record↗

NASA NTRS2012

Mars Science Laboratory Drill

This drill (see Figure 1) is the primary sample acquisition element of the Mars Science Laboratory (MSL) that collects powdered samples from various types of rock (from clays to massive basalts) at depths up to 50 mm below the surface. A rotary-percussive sample acquisition device was developed with an emphasis on toughness and robustness to handle the harsh environment on Mars. It is the first rover-based sample acquisition device to be flight-qualified (see Figure 2). This drill features an autonomous tool change-out on a mobile robot, and novel voice-coil-based percussion. The drill comprises seven subelements. Starting at the end of the drill, there is a bit assembly that cuts the rock and collects the sample. Supporting the bit is a subassembly comprising a chuck mechanism to engage and release the new and worn bits, respectively, and a spindle mechanism to rotate the bit. Just aft of that is a percussion mechanism, which generates hammer blows to break the rock and create the dynamic environment used to flow the powdered sample. These components are mounted to a translation mechanism, which provides linear motion and senses weight-on-bit with a force sensor. There is a passive-contact sensor/stabilizer mechanism that secures the drill fs position on the rock surface, and flex harness management hardware to provide the power and signals to the translating components. The drill housing serves as the primary structure of the turret, to which the additional tools and instruments are attached. The drill bit assembly (DBA) is a passive device that is rotated and hammered in order to cut rock (i.e. science targets) and collect the cuttings (powder) in a sample chamber until ready for transfer to the CHIMRA (Collection and Handling for Interior Martian Rock Analysis). The DBA consists of a 5/8-in. (.1.6- cm) commercial hammer drill bit whose shank has been turned down and machined with deep flutes designed for aggressive cutting removal. Surrounding the shank of the bit is a thick-walled maraging steel collection tube allowing the powdered sample to be augured up the hole into the sample chamber. For robustness, the wall thickness of the DBA was maximized while still ensuring effective sample collection. There are four recesses in the bit tube that are used to retain the fresh bits in their bit box. The rotating bit is supported by a back-to-back duplex bearing pair within a housing that is connected to the outer DBA housing by two titanium diaphragms. The only bearings on the drill in the sample flow are protected by a spring-energized seal, and an integrated shield that diverts the ingested powdered sample from the moving interface. The DBA diaphragms provide radial constraint of the rotating bit and form the sample chambers. Between the diaphragms there is a sample exit tube from which the sample is transferred to the CHIMRA. To ensure that the entire collected sample is retained, no matter the orientation of the drill with respect to gravity during sampling, the pass-through from the forward to the aft chamber resides opposite to the exit tube.

Okon, Avi B.↗

NASA NTRS2011

Percussive Augmenter of Rotary Drills (PARoD)

A percussive augmenter is being developed and it is designed to add ultrasonic hammering to a conventional commercial rotary drill through an adapter using a piezoelectric actuator. The combination of ultrasonic hammering and rotation creates a drill that requires low power and low axial load while providing faster penetration than conventional rotary-only drills. These characteristics make percussive augmentation of rotary drills ideal for not only planetary exploration but commercial applications as well. The purpose of this internship was to produce, test, and optimize an augmenter that drives a 2 inch diameter bit. This task was part of the percussive augmenter's phase II of an ongoing contract and it involved increasing the capability of the .25 inch version of the augmenter prototype that was developed in phase I. Due to fabrication delays of the augmenter, an extensive part of the test effort was conducted using previous rotary and hammer drill prototypes. These tests focused on drilling deep over long periods of time to provide for effective stress test of the drill. Modifications were made to the drill, its components, and the testing procedure to achieve desired borehole depths. These results were used to start initial testing on the 2 inch augmenter and provide preliminary data on the augmenter's ability to significantly improve penetration rate over conventional rotary-only drills.

rotraty hammer↗

NASA NTRS2012

Deep Drilling and Sampling via the Wireline Auto-Gopher Driven by Piezoelectric Percussive Actuator and EM Rotary Motor

The ability to penetrate subsurfaces and perform sample acquisition at depths of meters is critical for future NASA in-situ exploration missions to bodies in the solar system, including Mars and Europa. A corer/sampler was developed with the goal of acquiring pristine samples by reaching depths on Mars beyond the oxidized and sterilized zone. To developed rotary-hammering coring drill, called Auto-Gopher, employs a piezoelectric actuated percussive mechanism for breaking formations and an electric motor rotates the bit to remove the powdered cuttings. This sampler is a wireline mechanism that is incorporated with an inchworm mechanism allowing thru cyclic coring and core removal to reach great depths. The penetration rate is being optimized by simultaneously activating the percussive and rotary motions of the Auto-Gopher. The percussive mechanism is based on the Ultrasonic/Sonic Drill/Corer (USDC) mechanism that is driven by piezoelectric stack and that was demonstrated to require low axial preload. The Auto-Gopher has been produced taking into account the a lessons learned from the development of the Ultrasonic/Sonic Gopher that was designed as a percussive ice drill and was demonstrated in Antarctica in 2005 to reach about 2 meters deep. A field demonstration of the Auto-Gopher is currently being planned with objective of reaching as deep as 3 to 5 meters in tufa subsurface.

Auto-Gopher↗

NASA NTRS2009

Rotary Percussive Auto-Gopher for Deep Drilling and Sampling

The term "rotary percussive auto-gopher" denotes a proposed addition to a family of apparatuses, based on ultrasonic/ sonic drill corers (USDCs), that have been described in numerous previous NASA Tech Briefs articles. These apparatuses have been designed, variously, for boring into, and/or acquiring samples of, rock or other hard, brittle materials of geological interest. In the case of the rotary percussive autogopher, the emphasis would be on developing an apparatus capable of penetrating to, and acquiring samples at, depths that could otherwise be reached only by use of much longer, heavier, conventional drilling-and-sampling apparatuses. To recapitulate from the prior articles about USDCs: A USDC can be characterized as a lightweight, low-power jackhammer in which a piezoelectrically driven actuator generates ultrasonic vibrations and is coupled to a tool bit through a free mass. The bouncing of the free mass between the actuator horn and the drill bit converts the actuator ultrasonic vibrations into sonic hammering of the drill bit. The combination of ultrasonic and sonic vibrations gives rise to a hammering action (and a resulting chiseling action at the tip of the tool bit) that is more effective for drilling than is the microhammering action of ultrasonic vibrations alone. The hammering and chiseling actions are so effective that the size of the axial force needed to make the tool bit advance into soil, rock, or another material of interest is much smaller than in ordinary rotary drilling, ordinary hammering, or ordinary steady pushing. The predecessor of the rotary percussive auto-gopher is an apparatus, now denoted an ultrasonic/sonic gopher and previously denoted an ultrasonic gopher, described in "Ultrasonic/ Sonic Mechanism for Drilling and Coring" (NPO-30291), NASA Tech Briefs Vol. 27, No. 9 (September 2003), page 65. The ultrasonic/sonic gopher is intended for use mainly in acquiring cores. The name of the apparatus reflects the fact that, like a gopher, it periodically stops advancing at the end of the hole to bring excavated material (in this case, a core sample) to the surface, then re-enters the hole to resume the advance of the end of the hole. By use of a cable suspended from a reel on the surface, the gopher is lifted from the hole to remove a core sample, then lowered into the hole to resume the advance and acquire the next core sample.

Bar-Cohen, Yoseph↗

NASA NTRS2013

Auto-Gopher: A Wireline Deep Sampler Driven by Piezoelectric Percussive Actuator and EM Rotary Motor

The ability to penetrate subsurfaces and perform sample acquisition at depth of meters may be critical for future NASA in-situ exploration missions to bodies in the solar system, including Mars and Europa. A corer/sampler was developed with the goal of enabling acquisition of samples from depths of several meters where if used on Mars would be beyond the oxidized and sterilized zone. For this purpose, we developed a rotary-hammering coring drill, called Auto-Gopher, which employs a piezoelectric actuated percussive mechanism for breaking formations and an electric motor that rotates the bit to remove the powdered cuttings. This sampler is a wireline mechanism that can be fed into and retrieved from the drilled hole using a winch and a cable. It includes an inchworm anchoring mechanism allowing the drill advancement and weight on bit control without twisting the reeling and power cables. The penetration rate is being optimized by simultaneously activating the percussive and rotary motions of the Auto-Gopher. The percussive mechanism is based on the Ultrasonic/Sonic Drill/Corer (USDC) mechanism that is driven by piezoelectric stack and that was demonstrated to require low axial preload. The design and fabrication of this device were presented in previous publications. This paper presents the results of laboratory and field tests and lessons learned from this development.

piezoactuation↗

NASA NTRS2012

Optimal Force Control of Vibro-Impact Systems for Autonomous Drilling Applications

The need to maintain optimal energy efficiency is critical during the drilling operations performed on future and current planetary rover missions (see figure). Specifically, this innovation seeks to solve the following problem. Given a spring-loaded percussive drill driven by a voice-coil motor, one needs to determine the optimal input voltage waveform (periodic function) and the optimal hammering period that minimizes the dissipated energy, while ensuring that the hammer-to-rock impacts are made with sufficient (user-defined) impact velocity (or impact energy). To solve this problem, it was first observed that when voice-coil-actuated percussive drills are driven at high power, it is of paramount importance to ensure that the electrical current of the device remains in phase with the velocity of the hammer. Otherwise, negative work is performed and the drill experiences a loss of performance (i.e., reduced impact energy) and an increase in Joule heating (i.e., reduction in energy efficiency). This observation has motivated many drilling products to incorporate the standard bang-bang control approach for driving their percussive drills. However, the bang-bang control approach is significantly less efficient than the optimal energy-efficient control approach solved herein. To obtain this solution, the standard tools of classical optimal control theory were applied. It is worth noting that these tools inherently require the solution of a two-point boundary value problem (TPBVP), i.e., a system of differential equations where half the equations have unknown boundary conditions. Typically, the TPBVP is impossible to solve analytically for high-dimensional dynamic systems. However, for the case of the spring-loaded vibro-impactor, this approach yields the exact optimal control solution as the sum of four analytic functions whose coefficients are determined using a simple, easy-to-implement algorithm. Once the optimal control waveform is determined, it can be used optimally in the context of both open-loop and closed-loop control modes (using standard realtime control hardware).

Aldrich, Jack B.↗

NASA NTRS2018

Auto-Gopher-2 – An Autonomous Wireline Rotary Piezo-Percussive Deep Drilling Mechanism

Drilling deep into the subsurface of planetary bodies in the Solar System for samples acquisition enables critical capabilities for future NASA exploration missions in its quest to understand the origins of the Solar System and potentially the search for life. Such planetary bodies as Mars and Europa are key targets for potential missions that would require reaching great depths. Performing drilling while using minimal mass/volume systems and with low energy consumption are the main requirements that are imposed on such technologies. A wireline deep drill, called Auto-Gopher-2, is currently being developed as a joint effort between JPL and Honeybee Robotics Ltd. The Auto-Gopher II is a wireline rotary piezo-percussive deep drilling mechanism that combines formation breaking by rotating and piezoelectric actuator hammering and cuttings removal by rotating a fluted bit. The hammering mechanism is based on the Ultrasonic/Sonic Drill/Corer (USDC) mechanism that has been developed as an adaptable tool for many drilling and coring applications. The USDC uses an intermediate ball-shape free-mass to transform high frequency vibrations of a piezoelectric transducer horn tip into sonic hammering of the drill bit. The lessons learned from the previous studies are being implemented into the development of the Auto-Gopher-II, an autonomous deep wireline drill with integrated cuttings and sample management and drive electronics. Subsystems of the wireline drill are being developed in parallel at JPL and Honeybee Robotics, Ltd. Issues related to the bit and its ability to retain the cuttings for caching and removal are currently being addressed. This paper presents the development efforts of the piezoelectric actuator, cuttings removal and retention flutes and drive electronics.

Bar-Cohen, Yoseph↗

NASA NTRS2012

Percussive Augmenter of Rotary Drills (PARoD)

Increasingly, NASA exploration mission objectives include sample acquisition tasks for in-situ analysis or for potential sample return to Earth. To address the requirements for samplers that could be operated at the conditions of the various bodies in the solar system, a piezoelectric actuated percussive sampling device was developed that requires low preload (as low as 10N) which is important for operation at low gravity. This device can be made as light as 400g, can be operated using low average power, and can drill rocks as hard as basalt. Significant improvement of the penetration rate was achieved by augmenting the hammering action by rotation and use of a fluted bit to provide effective cuttings removal. Generally, hammering is effective in fracturing drilled media while rotation of fluted bits is effective in cuttings removal. To benefit from these two actions, a novel configuration of a percussive mechanism was developed to produce an augmenter of rotary drills. The device was called Percussive Augmenter of Rotary Drills (PARoD). A breadboard PARoD was developed with a 6.4 mm (0.25 in) diameter bit and was demonstrated to increase the drilling rate of rotation alone by 1.5 to over 10 times. Further, a large PARoD breadboard with 50.8 mm diameter bit was developed and its tests are currently underway. This paper presents the design, analysis and preliminary test results of the percussive augmenter.

percussive augmenter↗