# US 11,898,405 B2 · Mechanical disconnect for rotation drive

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- Number: US 11,898,405 B2
- Document ID: US11898405B2
- Status: Granted
- Kind: B2
- Application number: 17/838,402
- Filed: 2022-06-13
- Published: 2022-09-29
- Granted: 2024-02-13
- Earliest claimed: 2016-12-22
- Assignees: The Charles Machine Works, Inc.
- Applicants: The Charles Machine Works, Inc.
- Inventors: David L. Horst; B J Burky; Tim Casey; Richard B. Gentry; Stuart Riggenbach; Aaron Edward Traxler
- Web page: https://patentgrep.com/patent/US11898405B2

## CPC

- E21B 19/16: Connecting or disconnecting pipe couplings or joints (E21B19/20 takes precedence)
- E21B 7/046: {horizontal drilling (drilling with mechanical conveying means E21B7/003)}
- E21B 7/20: Driving or forcing casings or pipes into boreholes, e.g. sinking; Simultaneously drilling and casing boreholes
- E21B 7/28: Enlarging drilled holes, e.g. by counterboring
- E21B 19/08: Apparatus for feeding the rods or cables (E21B19/22 takes precedence; automatic feed E21B44/02); Apparatus for increasing or decreasing the pressure on the drilling tool; Apparatus for counterbalancing the weight of the rods
- E21B: EARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS

## Abstract

A horizontal directional drilling system. The system has a pilot drill and an exit side drill, with a drill string extending between them. A backreamer is positioned between the drills to enlarge a borehole. The pilot drill pulls and rotates the backreamer. The exit side drill adds segments to the product pipe and pushes the product pipe into the enlarged borehole. The exit side drill is equipped with a rotational disconnect. The disconnect is engaged to allow torque transfer between a motor and a spindle when adding segments to the product pipe. The disconnect is disengaged to prevent torque transfer between the motor and the spindle when pushing the product pipe into the enlarged borehole.

## Claims

### Claim 1

A method of using a system, the system comprising:
an underground borehole having an entry point and an exit point;
a pilot drill situated adjacent the entry point;
an exit-side drill situated adjacent the exit point and comprising:
a rotary spindle;
a rotary motor coupled to the rotary spindle; and
a drill string situated within the borehole and coupled to the pilot drill and the rotary spindle of the exit-side drill;
the method comprising:
pulling and rotating the drill string with the pilot drill; and
simultaneously, engaging the drill string with the rotary spindle while the rotary motor is in a free spin condition.

### Claim 2 (depends on 1)

The method of claim 1, further comprising:
using the pilot drill to pull a product pipe into the underground borehole.

### Claim 3 (depends on 1)

The method of claim 1, in which the rotary motor is configured to operate in a first and second condition, in which the rotary motor rotationally drives the rotary spindle in the first condition, and in which the rotary motor is in the free spin condition in the second condition.

### Claim 4 (depends on 3)

The method of claim 3, further comprising:
stopping the pilot drill from rotating the drill string; and
thereafter, operating the rotary motor in the first condition while the rotary spindle is engaging the drill string.

### Claim 5 (depends on 3)

The method of claim 3, in which the drill string comprises a plurality of drill pipe sections; and
in which the method further comprises:
attaching at least one of the plurality of drill pipe sections to the drill string using the exit-side drill when the rotary motor in the first condition.

### Claim 6 (depends on 1)

The method of claim 1, in which the rotary spindle rotates freely when the rotary motor is in the free spin condition.

### Claim 7 (depends on 1)

The method of claim 1, in which the exit-side drill further comprises:
a carriage supported on a drill frame and movable relative to the drill frame; in which the rotary spindle and the rotary motor are supported on the carriage;
in which the method further comprises:
moving the carriage relative to the drill frame while the drill string is engaging the rotary spindle.

### Claim 8 (depends on 1)

The method of claim 1, in which the rotary motor comprises:
a crank shaft engaged with a plurality of radial pistons.

### Claim 9 (depends on 8)

The method of claim 8, in which the step of engaging the drill string with the rotary spindle while the rotary motor in is a free spin condition, comprises:
extending the radial pistons equally to reduce an eccentricity of the crank shaft to zero.

### Claim 10 (depends on 1)

The method of claim 1, in which the system further comprises:
a backreamer incorporated into the drill string and positioned between the pilot drill and the exit-side drill.

### Claim 11

A method of using a system, the system comprising:
an underground borehole having an entry point and an exit point;
a pilot drill situated adjacent the entry point;
an exit-side drill situated adjacent the exit point and comprising:
a carriage supported on a drill frame and movable relative to the drill frame;
a rotary spindle supported on the carriage;
a rotary motor supported on the carriage and coupled to the rotary spindle; and
a drill string comprising a plurality of first pipe sections, the drill string having a first end and a second end; in which the first end is operatively connected to the pilot drill; and
a second pipe section;
in which the method comprises:
rotating and advancing the drill string to the exit point using the pilot drill;
thereafter, connecting the second pipe section to the rotary spindle;
thereafter, rotating the second pipe section using the rotary spindle and connecting the second pipe section to the second end of the drill string, in which rotation of the rotary spindle is driven by the rotary motor;
thereafter, stopping the rotary motor from driving rotation of the rotary spindle;
thereafter, pulling and rotating the drill string and the second pipe section using the pilot drill; and
simultaneously with the step of pulling and rotating, engaging the second pipe section with the rotary spindle while the carriage moves relative to the drill frame.

### Claim 12 (depends on 11)

The method of claim 11, in which the step of stopping the rotary motor from driving rotation of the rotary spindle comprises:
allowing the rotary motor to operate in a free spin condition.

### Claim 13 (depends on 11)

The method of claim 11, in which the step of stopping the rotary motor from driving rotation of the rotary spindle comprises:
allowing the rotary motor to operate in a condition that allows the rotary spindle to freely rotate.

### Claim 14 (depends on 11)

The method of claim 11, in which the second pipe section is a product pipe section.

### Claim 15 (depends on 11)

The method of claim 11, in which the second pipe section is one of a plurality of second pipe sections, the method further comprising:
disconnecting the second pipe section from the rotary spindle;
thereafter, connecting another second pipe section to the rotary spindle;
thereafter, rotating the another second pipe section using the rotary spindle and connecting the another second pipe section to the second pipe section, in which rotation of the rotary spindle is driven by the rotary motor; and
thereafter, stopping the rotary motor from driving rotation of the rotary spindle.

### Claim 16 (depends on 15)

The method of claim 15, in which the step of stopping the rotary motor from driving rotation of the rotary spindle comprises:
allowing the rotary motor to operate in a free spin condition.

### Claim 17 (depends on 11)

The method of claim 11, further comprising:
using the pilot drill to pull a product pipe into the underground borehole.

### Claim 18 (depends on 11)

The method of claim 11, in which the system further comprises:
a backreamer interposed between the drill string and the second pipe section.

### Claim 19 (depends on 11)

The method of claim 11, in which the rotary motor comprises:
a crank shaft engaged with a plurality of radial pistons.

### Claim 20 (depends on 19)

The method of claim 19, in which the step of stopping the rotary motor from driving rotation of the rotary spindle comprises:
extending the radial pistons equally to reduce an eccentricity of the crank shaft to zero.