Adjustable Cone Expander for Tubular Elements

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Solution Overview

Problem

Existing expanders for tubular elements in well construction often get blocked by local irregularities and obstructions in the wellbore, preventing full expansion without excessive forces.

Innovation Solution

An expander with an adjustable cone that can move between expanded and collapsed modes using thrust forces, allowing it to adapt to obstructions by reducing its diameter to continue expansion, and utilizing thrust forces to maintain or restore the expanded mode.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the expander is designed to maintain full expansion against wellbore wall irregularities, then expansion reliability improves, but the expander becomes blocked by obstructions and cannot continue moving forward

Engineering Contradiction:
Improveexpansion reliabilityVSAvoidexpander mobility
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The expander employs a dynamic adjustable cone that can change its radial position between expanded and collapsed modes. The cone is biased outward by a spring mechanism but can be pushed inward by thrust forces generated during expansion, allowing it to adapt dynamically to wellbore conditions. This dynamic adjustment enables the expander to maintain reliability by expanding against irregularities while preserving mobility by collapsing when encountering obstructions.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The expander changes the geometric parameter of the cone's radial position based on operating conditions. When the tubular element offers sufficient resistance, the cone maintains its expanded position. When obstructions are encountered and resistance increases abnormally, the cone transitions to a collapsed position with reduced diameter, allowing the expander to pass through. This parameter change resolves the contradiction between maintaining expansion reliability and ensuring operational mobility.

Inventive Principle:
Principle #35Parameter changes

2Force

If a high preload is applied to keep the adjustable cone in expanded mode, then expansion force is improved, but the device complexity and required preloading mechanism increase

Engineering Contradiction:
Improveexpansion forceVSAvoidpreload mechanism complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The expander uses a self-service mechanism where the thrust force generated during the expansion process itself is utilized to adjust the cone's position. The spring mechanism provides a simple biasing force that requires no complex control system. The cone automatically transitions between expanded and collapsed modes based on the balance between spring force and thrust force, eliminating the need for complex preload control mechanisms while maintaining sufficient expansion force.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The invention replaces a complex controlled preload system with a simple spring-based mechanical biasing system. Instead of using actuators, sensors, and control algorithms to manage the cone's position, a spring provides continuous outward biasing force that is automatically balanced by the inward thrust force during expansion. This mechanical substitution dramatically reduces device complexity while maintaining the necessary expansion force capability.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Manufacturing precision

If the expander maintains a large diameter to ensure full expansion, then expansion effectiveness improves, but the expander cannot pass through obstructions in the wellbore

Engineering Contradiction:
Improveexpansion precisionVSAvoidadaptability to wellbore irregularities
Core Design Contradiction:
Manufacturing precisionVSAdaptability or versatility

Solution Approach 1:

The adjustable cone transitions from a static large-diameter design to a dynamic structure that can change its effective diameter. During normal expansion against regular wellbore walls, the cone maintains its expanded position for precise expansion. When encountering obstructions or irregularities, the cone dynamically collapses to a smaller diameter, allowing the expander to navigate through the wellbore. This dynamic behavior provides both expansion precision and adaptability to varying wellbore conditions.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The spring mechanism pre-biases the cone toward the expanded position before expansion begins, ensuring that the expander is ready to exert full expansion force immediately upon contact with the tubular element. This preliminary action eliminates the need for gradual expansion sequences while maintaining the ability to collapse when obstructions are encountered, thus preserving both expansion precision and adaptability.

Inventive Principle:
Principle #10Preliminary action

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

Enables continuous expansion of tubular elements despite irregularities or obstructions, reducing the risk of the expander getting stuck and eliminating the need for high preloads to maintain expansion.

Implementation Method 1

the expander being provided with thrust means for exerting a thrust force to the expander to move the expander in axially forward direction through the tubular element

Methodology Applied
Scientific EffectThrust force: Force

Implementation Method 2

the restoring force required to keep the adjustable cone in the expanded mode, or to move the adjustable cone back to the expanded mode in case an obstruction is encountered, is provided by the thrust force

Methodology Applied
Scientific EffectThrust force: Force

Data Source

PatentUS7681636B2Pipe expander
Publication Date: 2010.03.23 ENVENTURE GLOBAL TECHNOLOGY LLC
  • US7681636B2 patent drawing
  • US7681636B2 patent drawing
  • US7681636B2 patent drawing

AI summary

An expander is provided for radially expanding a tubular element, the expander having an axially forward direction and being provided with thrust means for exerting a thrust force to the expander to move the expander in axially forward direction through the tubular element. The expander comprises an adjustable cone having an expander surface tapering radially inward in the axially forward direction, the adjustable cone being movable between a radially expanded mode and a radially collapsed mode. The expander further comprises adjusting means for moving the adjustable cone from the collapsed mode to the expanded mode by the action of said thrust force exerted to the thrust means.