Adjustable Underreamer Blades for Downhole Diameter Control

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Solution Overview

Problem

Existing wellbore underreaming technologies face challenges in adjusting the underreaming diameter downhole without requiring the system to be pulled out of the hole and in repeating underreaming operations at various depths in a single run, while also optimizing drilling based on downhole pressure and geo-mechanical conditions.

Innovation Solution

A system comprising a housing, guide shaft, follower, underreamer blades, hydraulic chamber, and controller that adjusts the underreamer blades' position and pressure to optimize drilling, allowing for real-time adjustments and automatic activation based on geo-mechanical data and real-time logs, enabling precise control of underreaming diameter without removing the system from the well.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the underreamer blades are made adjustable downhole, then the underreaming diameter can be changed without pulling the system out of the hole, but the device complexity increases due to the need for hydraulic chambers, followers, and controllers

Engineering Contradiction:
Improveadjustable underreaming diameterVSAvoidhydraulic chamber and control mechanism
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent employs a hydraulic chamber filled with fluid that can be pressurized to push the underreamer blades radially outward. A follower mechanism interacts with a track to control the positioning of the guide shaft, which in turn controls the blade extension. This hydraulic and mechanical system enables adjustable blade protrusion without requiring the entire system to be pulled out of the hole for reconfiguration.

Inventive Principle:
Principle #29Pneumatics and hydraulics

Solution Approach 2:

The underreamer blades are designed to be dynamically adjustable rather than fixed. The system allows real-time modification of blade protrusion level through hydraulic pressure control, enabling the blades to transition between retracted and extended positions. This dynamic capability permits adaptation to different underreaming diameters and downhole conditions during operation.

Inventive Principle:
Principle #15Dynamics

2Productivity

If the system can repeat underreaming operations at various depths in a single run, then productivity increases, but the device complexity increases due to the need for multiple catch points and real-time control

Engineering Contradiction:
Improverepeated underreaming operationsVSAvoidtrack with multiple catch points
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The track is segmented into multiple discrete catch points positioned at different locations. Each catch point corresponds to a specific depth or position where the follower can be positioned to activate a particular underreaming operation. This segmentation allows the system to perform multiple underreaming operations at various depths during a single run by moving the follower to different catch points along the track.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The controller receives real-time data logs from the wellbore environment and uses this feedback to automatically activate the underreamer blades in an optimized configuration. The system monitors downhole conditions and adjusts blade activation accordingly, enabling intelligent decision-making about when and where to perform underreaming operations without requiring manual intervention or complex pre-programming.

Inventive Principle:
Principle #23Feedback

3Productivity

If the controller adjusts drilling parameters based on real-time data, then drilling optimization is achieved, but the device complexity increases due to the controller and data processing requirements

Engineering Contradiction:
Improvedrilling optimizationVSAvoidcontroller and data processing system
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The controller is designed to receive real-time data logs from sensors in the wellbore environment and automatically adjust the underreamer blade configuration based on this feedback. The system monitors downhole pressure, geo-mechanical conditions, and other parameters to dynamically optimize drilling performance. This closed-loop control system eliminates the need for manual analysis and adjustment, reducing operational complexity while improving drilling efficiency.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The system performs self-optimization by automatically interpreting real-time data and adjusting its own operation. The controller processes downhole conditions and autonomously determines the optimal blade configuration and activation timing. This self-service capability reduces the need for external intervention and complex manual control systems, allowing the wellbore system to optimize its own drilling performance based on real-time environmental conditions.

Inventive Principle:
Principle #25Self-service

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 adjustable underreaming diameter downhole without system removal, allows for repeated operations at various depths, and optimizes drilling by adapting to downhole pressure and geo-mechanical conditions, enhancing drilling efficiency and precision.

Implementation Method 1

The hydraulic chamber is disposed within the housing and coupled to the underreamer blades. The guide cone is coupled to the hydraulic chamber. The guide cone is configured to adjust a level of radially outward protrusion of the underreamer blades based on a pressure within the hydraulic chamber.

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Data Source

PatentUS11428049B2Wellbore underreaming
Publication Date: 2022.08.30 SAUDI ARABIAN OIL CO
  • US11428049B2 patent drawing
  • US11428049B2 patent drawing
  • US11428049B2 patent drawing

AI summary

An apparatus is positioned within a wellbore in a subterranean formation. The apparatus includes a housing, a guide shaft, a follower, multiple underreamer blades, and a hydraulic chamber. The housing defines a track including multiple catch points. The guide shaft is disposed within the housing. The follower protrudes radially outward form the guide shaft and is received by the track. The follower and the track are cooperatively configured to restrict movement of the guide shaft relative to the housing. A rate of flow to the guide shaft is adjusted to adjust a relative position of the guide shaft with respect to the housing until the follower is located at one of the catch points. A pressure within the hydraulic chamber is adjusted to adjust a level of radially outward protrusion of the underreamer blades. The underreamer blades are rotated to cut into the subterranean formation.