Actuator Housing Shear Connection for Overpressure Choke

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Solution Overview

Problem

Current chokes in the oil and gas industry are prone to failure due to overpressure conditions when used as closing valves, leading to stem breakage and internal/external damage, as they are not designed to handle such pressures effectively.

Innovation Solution

A choke design featuring an actuator assembly with a shearing connection and a thrust bearing to direct overpressure loads within the housing, combined with a worm gear system to securely lock the stem position, preventing stem movement during pressure surges.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the choke is used as a closing valve to entirely close the stem against the seat, then the flow is completely blocked, but the force required to close the stem breaks the stem or shear pin, rendering the choke useless

Engineering Contradiction:
Improveability to close chokeVSAvoidstem strength
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

The connection between the actuator housing and actuator adapter is segmented into multiple threaded fasteners distributed around the circumference, distributing the closing force across multiple attachment points rather than concentrating it on a single stem or shear pin location

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The attachment mechanism transitions from axial loading (along the stem axis) to radial/shear loading through the threaded connection between actuator housing and adapter, changing the dimensional orientation of force application to avoid stem breakage

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Strength

If a shear pin is included to break before the stem, then the stem is protected, but the choke remains useless until repaired

Engineering Contradiction:
Improvestem protectionVSAvoidchoke availability
Core Design Contradiction:
StrengthVSReliability

Solution Approach 1:

The threaded connection between actuator housing and adapter is designed with sufficient shear strength to withstand overpressure surges before any failure mode is reached, providing a cushioning reserve that prevents catastrophic failure and maintains choke availability

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Solution Approach 2:

The design eliminates disposable components like shear pins that require replacement; instead, the permanent threaded connection is designed to be reusable and maintainable, improving long-term reliability without sacrificing protection

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

3Stress or pressure

If the downstream pressure area is larger than the upstream pressure area, then the pressure differential can be handled, but the larger force on downstream components causes choke failure and breakage

Engineering Contradiction:
Improvepressure differential handlingVSAvoidchoke component strength
Core Design Contradiction:
Stress or pressureVSStrength

Solution Approach 1:

The threaded connection between actuator housing and adapter provides a counteracting shear strength that balances the larger downstream force, creating an equilibrium that prevents choke component failure despite the pressure area differential

Inventive Principle:
Principle #8Anti-weight (Counterweight)

Solution Approach 2:

The threaded connection acts as an intermediary element between the actuator components and the choke body, mediating the force transmission and distributing the large downstream forces through the thread engagement rather than concentrating them on vulnerable choke components

Inventive Principle:
Principle #24Intermediary (Mediator)

4Stability of the object's composition

If a worm gear transverse to the threaded shaft is attached to hold the stem in position, then some position stability is achieved, but the choke can still fail with overpressure conditions

Engineering Contradiction:
Improvestem position stabilityVSAvoidoverpressure resistance
Core Design Contradiction:
Stability of the object's compositionVSReliability

Solution Approach 1:

The design merges the positioning function and overpressure resistance function into a single integrated threaded connection system, where the same threads that secure the actuator also provide the shear strength to resist overpressure surges, eliminating the need for separate locking mechanisms

Inventive Principle:
Principle #5Merging (Combining)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The solution effectively resists large overpressure surges and maintains the choke's integrity by restraining forces through axially-oriented threads and a thrust bearing, reducing the risk of failure and stem breakage.

Implementation Method 1

a force resulting from fluid pressure inside the actuator housing from the choke is restrained from separating the actuator housing from the actuator adapter by a strength of the threads in an axially-oriented shear direction across the threads

Methodology Applied
Scientific EffectShear stress: Shear Stress

Implementation Method 2

a thrust bearing mounted adjacent a shoulder in the housing and supporting a worm gear, so that any overpressure loads are directed to the shoulder of the housing and retained within the housing

Methodology Applied
Scientific EffectBall bearing support: Ball Bearing

Implementation Method 3

a worm gear coupled to the actuator housing and having inner threads and outer teeth, the inner threads configured to engage the lift shaft threads

Methodology Applied
Scientific EffectWorm drive: Worm Drive

Implementation Method 4

a lift shaft coupled to the actuator housing, the lift shaft having threads formed thereon

Methodology Applied
Scientific EffectThreaded connection: Screw

Data Source

PatentUS8402996B2Adjustable choke for oil and gas industry
Publication Date: 2013.03.26 T3 PROPERTY HOLDINGS INC
  • US8402996B2 patent drawing
  • US8402996B2 patent drawing
  • US8402996B2 patent drawing

AI summary

The disclosure provides a choke with an actuator that contains various components within an actuator housing to adjust the choke, and the housing is configured to be fixedly attached with a relatively large shearing connection on an actuator adapter to resist large overpressure surges within the housing and around the components. The actuator further includes a thrust bearing mounted adjacent a shoulder in the housing and supporting a worm gear, so that any overpressure loads are directed to the shoulder of the housing and retained within the housing while the housing is retained by the shearing connection to the remainder of the choke.