U.S. patent number 3,902,563 [Application Number 05/472,673] was granted by the patent office on 1975-09-02 for boring method.
This patent grant is currently assigned to International Boring Systems Co.. Invention is credited to Richard P. Dunn.
United States Patent |
3,902,563 |
Dunn |
September 2, 1975 |
Boring method
Abstract
A horizontal boring method comprises the steps of boring a small
diameter pilot hole, thereafter removing the small diameter bit,
then boring the final diameter of the bore hole by advancing a
boring bit having a lead-off bar guided within and by said pilot
hole, simultaneously advancing a cylindrical casing immediately
behind said bit, introducing a liquid into the end of the casing to
slurry the cuttings and finally, when the boring step is completed,
removing the bit through the casing and cleaning the thus installed
casing. A roller bit is provided which is comprised of a pilot bit
mounted on a lead-off bar which is attached to the final boring bit
having roller overcutters which are retractable to permit removal
of the assembly back through the casing when the casing has been
completely installed. The method and apparatus has particular
utility in horizontal boring such as when installing drain pipe,
utility mains, etc., under pre-exisiting paved areas and the
like.
Inventors: |
Dunn; Richard P. (Wichita
Falls, TX) |
Assignee: |
International Boring Systems
Co. (Wichita Falls, TX)
|
Family
ID: |
27008983 |
Appl.
No.: |
05/472,673 |
Filed: |
May 23, 1974 |
Related U.S. Patent Documents
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Application
Number |
Filing Date |
Patent Number |
Issue Date |
|
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380409 |
Jul 18, 1973 |
3837413 |
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Current U.S.
Class: |
175/62;
175/53 |
Current CPC
Class: |
E21B
7/28 (20130101); E21B 10/10 (20130101); E21B
7/201 (20130101); E21B 7/005 (20130101); E21B
10/34 (20130101) |
Current International
Class: |
E21B
10/10 (20060101); E21B 10/34 (20060101); E21B
7/20 (20060101); E21B 7/28 (20060101); E21B
7/00 (20060101); E21B 10/26 (20060101); E21B
10/08 (20060101); E21B 019/00 () |
Field of
Search: |
;175/53,62,122,162,171,173 |
References Cited
[Referenced By]
U.S. Patent Documents
Foreign Patent Documents
Primary Examiner: Brown; David H.
Attorney, Agent or Firm: Gardiner, Sixbey, Bradford and
Carlson
Parent Case Text
This is a division of application Ser. No. 380,409, filed 7/18/73 ,
now U.S. Pat. No. 3,837,413.
Claims
What is claimed is:
1. A method of installing generally horizontal cased bore holes
such as drainage culverts, electrical conduit passages and the
like, comprising the steps of
a. positioning a power source at a grade level at which the hole is
to be bored and the casing installed;
b. establighing the line and grade for the hole to be bored and
cased;
c. drilling a small diameter pilot hole along said determined line
and grade;
d. boring the final diameter hole with a boring head having a
diameter slightly larger than the diameter of the casing to be
installed in said bore hole, and further, having a pilot hole bit
which follows in the previously bored pilot hole;
e. advancing a casing of slightly less diameter than the final bore
hole diameter into said bore hole immediately behind said final
boring head;
f. simultaneously advancing with the casing, externally thereof a
liquid carrying conduit having a discharge outlet positioned
immediately behind the boring head but beyond the end of the
casing;
g. discharging a liquid from said outlet inwardly toward the center
of said casing whereby the cuttings from said boring head are
slurried behind the boring head and readily carried through the
advancing casing toward said power source for discharge from the
casing.
Description
BACKGROUND
The boring of the earth is an ancient and well-known process
involving the use of a variety of boring bits, power sources, bore
hole linings and the like for any number of purposes. The bore
holes may vary in size from less than an inch to as large as 20 or
30 feet depending on its purpose. Boring is done vertically,
horizontally and at almost every imaginable angle, again as a
consequence of the function which the bore hole will serve.
Regardless of the function of the finished bore hole, there are
difficulties that plague such operations in respect of accuracy in
determining that the boring operation results in a bore hole which
is suitable for its intended purpose both in direction and line.
The latter requirement is particularly important where the bore
hole is to be lined with a casing such as steel or plastic pipe or
the like. The former requirement is particularly important where
the bore hole is made through or adjacent existing environment or
objects which cannot be disturbed. The difficulties in controlling
line and direction are less critical where the bore hole is
vertical but become more and more magnified as the direction of the
bore hole approaches the horizontal and gravitational and
deflective forces come into play.
By way of example of a typical situation to which the invention
pertains, let it be assumed that after completion of a dual lane
highway including a median strip formed as a drainage swale of
lower elevation between the ribbons of pavement area, it is
discovered that for one reason or another drainage of the median
strip is necessary. To effect such drainage a drain pipe or culvert
must be installed beneath the pavement and underlying roadbed.
The installation of such a drain pipe or culvert can be effected in
several ways. The first mode is by digging up the highway and
underlying subsurface to the required level and, after installing
the conduit, refilling the area and repaving the disrupted
pavement. This operation is fraught with disadvantages in that the
paved area must be closed to traffic; it is time consuming; it is
difficult to refill the dug up area and obtain the desired degree
of subsurface compaction as is required to support the pavement; it
is virtually impossible to repair the pavement area with any degree
of certitude that the repaved area will be permanent and not
subject to rapid deterioration and finally, this mode is very
expensive.
The second mode of conduit or culvert installation is by a boring
method which has been an adaptation of vertical drilling, as for
drilling wells and the like, to horizontal drilling. In this
operation, a hole is bored horizontally following the desired
direction, elevation and, hopefully line, so that the bore hole
will not disrupt either the pavement or the subsurface therefor.
After drilling or in many cases, concurrently with drilling, the
bore hole is lined with a casing, usually steel or plastic conduit
of the desired size which may be, in some cases, grouted in place
in the bore hole. The liner or casing assures against collapse of
the bore hole after drilling and during its useful life.
The second mode of operation, while a more desirable operation than
the first mode described is not, however, without disadvantages.
For, in drilling a horizontal bore hole, it is very difficult to
control the line and direction of the drilling due to such factors
as varying soil conditions, deflection of the drill bit due to its
own weight and torque loads generated in the bit rotating and
advancing machinery. Because of these factors, many times a bore
hole will simply not follow a straight line or will not exit at the
proper location despite careful efforts to control its line and
direction by every known surveying and measuring method. When such
a bore hole goes awry it is necessary, not only to repeat the
drilling operation, but the faulty bore hole must be refilled in a
method acceptable to the particular requirements of the
jurisdiction in which the work is being done. Obviously, too, the
expense and time consumed in refilling and reboring is of great
concern to the entity performing the work.
In the most widely used horizontal boring operations the general
practices fall into the "dry" boring category, i.e. the cuttings
are fed back through the bore hole toward the entrance end as
broken up dry, that is without varying its moisture content,
material. Where the strata to be bored is soil, i.e., clay, sand,
etc., absent rock content, a conventional dirt toothed bit is used.
Where the strata to be bored is rock formation, carbide teeth are
substituted for the conventional dirt teeth.
In methods employing the simultaneous installation of casing, the
two major boring methods involve the use of either (a)
non-removable cutting heads, or (b) removable cutting heads. The
former type of cutting head is sized to the approximate diameter of
the casing which is forced in the bore hole behind it and therefore
cannot be removed from the bore hole until it emerges at the exit
side. Thus, if the head jams or teeth break during the boring
operation, the problem is virtually insurmountable. The mentioned
type of cutting head is provided with variable diameter side
cutters which expand out, when the head is rotated in the boring
direction, to the casing size and retract, when the head is rotated
in the opposite direction, so that the head may be removed through
the casing. While this type of head obviates the jamming and
breakage problem, it does so at the expense of very high power
requirements and very high torque loading of the driving and
advancing apparatus due to the very high power demands of side
cutting blades. By way of further information as regards the
above-noted cutting heads, reference may be had to drill heads
manufactured and sold by CRC-CROSE International Inc. of Houston,
Tex.
THE PRESENT INVENTION
The present invention, in large measure, seeks to resolve many, if
not all of the prior art modes of boring horizontal bore holes and
casing same. Accordingly, a first object of the invention is to
provide a method of boring which virtually eliminates misdirection
of the bore hole and casing.
Another object of the present invention is to provide a method of
horizontal boring in which the casing is installed simultaneously
with the boring operation.
Still a further object of the invention is to provide a method of
boring, wherein the difficulties and errors inherent in prior art
methods are obviated or virtually eliminated.
An additional object of the invention is to provide a novel bit
structure particularly adapted for use in horizontal boring
operations.
The specifically mentioned objects are but a few of the objectives
of the invention which are inherent therein as will be obvious to
those skilled in the art from the detailed description which
follows. In the descriptive material reference is made to the
drawing forming a part hereof and wherein:
FIG. 1 is a schematic view showing the first step in the
process,
FIG. 2 is a schematic view showing the second operation involving a
number of process steps,
FIG. 3 is side view of a drilling head particularly useful in
performing the method of this invention while,
FIG. 4 is an end view of the head disclosed in FIG. 3.
Considering FIG. 1, it may be seen that a situation typifying the
example given in the background, there is a pavement area 10 of
concrete, asphalt or the like, resting on the compacted subsurface
20 which in turn rests on the natrual strata be it simply rock-free
soil, or rocky formations or combinations thereof. As shown, the
pavement surface is elevated above the swale 40 which must be
drained or whatever by communication with the low area to the
right-hand side of the drawing.
In order to avoid disturbance of the pavement and compacted
subsurface with all of the previously noted disadvantages, the
novel method of this invention is employed to install a drainage
conduit or culvert. As shown in FIG. 1, the area of the swale
immediately adjacent the roadbed may be excavated as required to
permit positioning of a portable power and drill advance unit 1 to
be lowered to the elevation at which the boring operation is to
take place. In cases where the elevation of the swale is low enough
the excavation can be dispensed with as should be obvious. The
power and advance unit, which forms no part of this invention,
includes a prime mover, a torque output means for driving the
rotary drill shaft and a reciprocating carriage having means to
advance both pipe and casing into the bore hole. A typical example
of such a unit is shown in the co-pending application of Richard P.
Dunn, Ser. No. D278,349, filed Aug. 7, 1972.
Once in position at the proper elevation and after a proper survey
or calculation for line and direction, the power unit has attached
thereto, in the conventional manner, a small diameter drill bit 3,
driven by shaft 7, on the order of two to four inches, is rotated
and advanced along the calculated direction to bore a pilot hole 5
underneath the roadbed. The pilot hole 5 extends completely through
the natural strata to the exit point of the proposed culvert and
the exit point is closely checked by suitable measurement to
determine that its exit is in the proper location. When it has been
determined that the exit of the pilot hole is satisfactory, the
pilot bit and its drive shafting are removed from the pilot
hole.
With the final boring to be undertaken, the power and advance unit
is provided with a boring head 50 attached to suitable shafting 7
and is rotated and advanced to commence the final boring. The
boring head 50 is provided with a pilot bit 9 of substantially the
same size as the pilot hole mounted on a lead-off bar 11, and is
followed by an auger 13 mounted for simultaneous rotation with the
boring head 50.
The pilot bit 9 is inserted in the previously drilled pilot hole 5
which acts to guide the pilot bit along the same line and direction
as the acceptable pilot hole to assure that the bore hole 17 also
follows the same line and direction and exits at the proper
predetermined location.
The boring head 50 is provided with face cutters and, as well
overcutters, as will be described in detail, whereby the diameter
of bore hole 17 is large enough to slidably accept the tubule
conduit or casing 19 which is advanced by the power and advance
unit 1 behind the boring head 50. The size of the bore hole 17
relative to the casing (shown exaggerated in FIG. 2) is also large
enough to permit insertion of a liquid-carrying pipe 21 disposed
between the casing 19 and the interior of the bore hole 17. The
discharge end of the pipe is fixed by any suitable means to the
advancing end of the casing and has its discharge end directed
inwardly toward the center of the bore hole 17 and is advanced
along with the end of the casing into the progressing bore hole
17.
Immediately behind boring head 50 and carried by the power-driven
shafting 7 is the auger 13 which fits inside casing 19 and serves
to transmit cuttings rearwardly toward the entrance end of the
casing, i.e., toward the power unit 1. Preferably, the area of
operations of boring head 50 is flooded with water from the pipe 21
so that the cuttings are reduced to more or less slurry form to be
easily moved by auger 13 and discharged from the interior of the
advancing casing 19.
Since the pilot bit follows the pilot hole, it being the path of
least resistance, successful boring to the proper exit location is
virtually assured.
Once complete, the boring head 50 can, along with pilot bit 9, lead
bar 11 and auger 13 be readily removed from the casing in either
direction, the casing flushed clean and the operation is complete.
In some instances, the process may involve the insertion of
grouting between the interior of bore hole 17 and casing 19 but
this step is a function of strata conditions and may not be
necessary though it is an optional step. Finally, the power unit is
removed and the excavation, if there be an excavation, is closed in
the conventional manner.
After removal of the boring head, the conduit or culvert may be
easily cleaned out by washing same with water from a hose or the
like having in mind that the bulk of the cuttings have previously
virtually all been cleaned out of the casing in slurry form during
the boring operation.
It can thus be seen that the practice of the method results in a
considerable reduction in numbers of bad holes bored, since the use
of the pilot hole which is relatively inexpensively and quickly
bored, assures proper line and direction of the final boring by
obviating the tendency of the boring head 50 to deviate from its
chosen path due to any one or all of the factors outlined in the
discussion previous hereto.
It might be stated, here, that the manner of adding and removing
shaft lengths and casing sections between the power and advance
unit and the advancing head 50 is quite well known in the art and
need not be labored since reference may be had to U.S. Pats. Nos.
1,413,471; 2,234,451; 2,588,068 and 3,011,567, for such teachings.
The addition of casing sections to form the desired length of
casing as it is advanced follows practices quite similar to
conventional practices in well drilling and need not be described
in great detail.
It should be further noted that the present method may result in
the deletion of the behind-head auger 13 where strata conditions so
permit. In such cases, the strata cuttings slurry quite readily and
simply flow back into the advancing casing and are subsequently
flushed out when the boring operation and casing installation are
complete.
In some cases, however, the use of the auger is believed necessary
as where for example, the strata does not slurry readily or is
rock. The addition of water, however, does facilitate the operation
since it will flush smaller cuttings back and also serves to
lubricate the cutting and auger flights to reduce friction as the
cuttings are moved rearwardly and thus reduce power
requirements.
Turning now to FIGS. 3 and 4 a novel boring head 50 for use in the
described method is shown in detail. It should be understood,
however, that the described boring head can be used in a dry boring
or reaming operation and, thus, is adapted for broad utility.
The head 50 includes a rod-like head shaft 51 having a working end
and a coupling end 52 or left and right-hand end as shown in FIG.
3. The coupling end 52 fits with the end of torque shaft 7 shown in
dotted line outline and is fastened therein by bolt and nut
assemblies 53, the latter also shown in dotted line outline, since
various other coupling means can be used. The coupling of head
shaft 51 to the driven shaft 9 is affected just inwardly of the
advancing end of casing 19 regardless of what coupling means is
used.
The head shaft 51 extends a substantial distance, beyond its place
of coupling with the driven shaft 52 and terminates in its working
end in an internal threaded socket 54. Threaded into the socket is
a lead-off bar 11 which in turn terminates in socketed end 55.
Threadedly connected in the socketed end of lead-off bar 11 is a
removable pilot bit consisting of a plurality of forwardly
extending trunnions 57 having journalled therein a plurality of
toothed cutting cones 59. The axis of rotation of the toothed cones
59 is so disposed that the rotating surface of the toothed cones
forms a line contact with an imaginary vertical surface extending
across the face of the pilot hole bit.
The diameter of the pilot hole bit 9, i.e. the working face
thereof, will vary depending on the size of the pilot hole
previously drilled which, in turn, is a function of the final
diameter of the bore hole to be bored to finished dimensions by the
boring head 50. Generally speaking, the larger the bore hole, the
larger is the pilot hole.
Similarly, the length of lead-off bar 11 may vary in accordance
with boring head and pilot bit size and the type of strata into
which the bore hole is being advanced. There is no empirical
formula or fixed relationship which can be used to determine the
length of the lead-off bar 11. Selection of a length is a matter of
experience and judgment as applied to existing conditions.
Interposed between the lead-off bar socket 54 in head shaft 51 and
coupling socket 52, the head shaft carries a cutter support 61 in
the form of an annular plate securely fixed thereto as by welding
or the like. Projecting outwardly from the support 61 toward the
pilot bit and at angularly spaced intervals are a plurality of
trunnions 63 which in turn carry rotatable toothed cutter cones 65.
Cutter cones 65 are of a significantly larger size than the smaller
cones 59 and also are so disposed about inwardly and downwardly
inclined axes so that the cone surfaces would define line contact
with an imaginary vertical surface. The cones 65 define in part the
principal cutting means for the boring head in forming the bore
hole 17.
Immediately behind the support plate 61 there are provided a
plurality of journals 67, disposed at equal angular spacing around
the surface of the shaft 51 and welded thereto with their
respective centers aligned along an axis disposed parallel to the
axis of shaft 51. Within the journals 67 are fitted a plurality of
pivot pins 62 which carry a pair of spaced hinge pintles 69, 71.
Pintles 69 and 71 are welded to the lower ends of pairs of pivot
arms 73, 75 which with tie plate 77 define a swingable yoke. The
forward, that is cutter end of the tie plate 77 and pivot arm 73,
have attached thereto forwardly projecting overcutter journals 79
in which are journalled further toothed cone shaped cutters 81.
Cutters 81 are rotatable about axes disposed downwardly and
inwardly toward the central axis of the cutter head so that their
outer surface, i.e. the toothed cone surface, would establish line
contact with an imaginary vertical plane passing transversely
through and at right angles to the shaft 51. The cutting cones 81
define with cones 65 the boring means for establishing the metes
and bounds of bore holes 17.
As is obvious, the cutter cones 81 are thus so mounted as to be
swingable about the axis of pins 62 and means must be provided to
retain these cones in effective cutting position, yet permit of
swinging as and for the purposes to be set forth. To this end, a
solid generally rectangular plate member 83 is affixed, as by
welding or the like, betwen pivot arms 73 and 75. The plate member
which is a movable stop means is so positioned as to rest against a
second plate 85, defining a fixed stop means, which is affixed to
the head shaft 7 and is in the form of a flat rectangular plate
disposed diametrically of shaft 7 medially of the pintles 69 and
71, and has its inner edge welded to the shaft and journal 67. It
is to be noted that plate 85 extends outwardly from the journal 61
such that the movable stops means 83 lies on one side of its planar
surface while the axis about which the pivot arms 73 and 75 swing
lies on the opposite side thereof. Thus, the pivot arms can only
swing outwardly as far as stop means 83, 85 permit, but they can
swing in the opposite direction, i.e., inwardly toward head shaft
51 for some distance until they abut against the shaft. Thus the
cutters 81 can be opened to circumscribe an area defined by the
wall of bore hole 17 larger than the diameter of casing 19 when the
head shaft is rotated in the working direction, i.e.,
counter-clockwise as shown in FIG. 4. However, when the head shaft
is rotated in the reverse direction, the pivot arms swing inwardly
through arc A and hence the cutter cones 81 are drawn in and
circumscribe an area which is less than the area circumscribed by
casing 17 and hence the cutter head can be withdrawn back through
the casing 17.
The novel boring head structure, then, provides for removal of the
head back through the casing in the event of jamming or breakage.
At the same time, since it is a roller boring head, it provides all
the advantages of roller bits, such as smooth operation and low
power requirements, to mention but a few of such advantages.
After the bore hole is completed the whole assembly, auger 13, head
50 and shaft 7 may be readily removed by withdrawal back through
the cased culvert or drain or the boring head 50 may be removed
from torque shaft 7 at its connector end 52 leaving only the auger
13 and shaft 7 to be broken down and removed from the power unit
side of the culvert.
Finally, where soil conditions so demand, the small area around the
casing 19 between it and the bore hole 17 may be filled with a
grouting material. In most cases, natural settlement causes the
bore hole to collapse against the casing 19 making a grouting
operation unnecessary.
Having described the invention in detail, it will be apparent that
various modifications will occur to those skilled in the art and
which fall within the purview of the novel subject matter as
defined in the claims, wherein:
* * * * *