Back Reamer Leg Retention via Positive Locking

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Solution Overview

Problem

Horizontal directional drilling reamers experience weld cracking and movement issues due to dynamic loads and stresses on cutting leg assemblies, which can lead to separation and increased maintenance costs.

Innovation Solution

A back reamer design with positive locking engagement between cutting leg assemblies and receptacles, using mechanisms like lip sections, side pins, back pins, wedges, and protrusions to restrict radial and axial movement, and welding along an externally accessible interface to secure the assemblies.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If cutting leg assemblies are secured to receptacles using traditional welding methods, then the reamer can operate, but weld cracking occurs due to dynamic loads and stresses

Engineering Contradiction:
Improveweld integrityVSAvoidretention strength
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

The retention system is segmented into multiple independent retention features (upset ridges, pins, wedges) distributed at different locations on the cutting leg assembly, rather than relying on a single welded joint. This segmentation distributes the stress loads across multiple points, preventing concentrated stress that causes weld cracking.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Mechanical retention features (upset ridges, pins, wedges) are installed before welding to provide preliminary retention and stabilize the cutting leg assembly in the receptacle. This preliminary mechanical constraint reduces movement and minimizes dynamic stresses on the subsequent weld joint, preventing weld cracking.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If cutting leg assemblies are allowed to move radially within receptacles, then easier assembly is possible, but separation and dislodging occur under dynamic loads

Engineering Contradiction:
Improveassembly easeVSAvoidretention reliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

Radial movement is restricted by multiple discrete retention features (upset ridges on sides, pin at back, wedge at rear) rather than a single constraint. This segmented approach allows easy assembly through the upset ridges while providing multi-point restriction against separation under load.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Mechanical retention features act as intermediaries between the cutting leg assembly and the receptacle, providing a physical barrier that prevents radial movement and separation. These intermediaries (upset ridges, pins, wedges) transfer and distribute loads, preventing direct stress concentration at the weld joint.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If welding is performed along internally accessible interfaces only, then complete coverage is achieved, but maintenance and inspection become difficult

Engineering Contradiction:
Improveweld coverageVSAvoidmaintenance accessibility
Core Design Contradiction:
ReliabilityVSEase of repair

Solution Approach 1:

Mechanical retention features are installed before welding to provide preliminary retention, allowing the weld to be performed with reduced requirements for complete internal coverage. The pre-installed mechanical features ensure retention even if some weld areas are not fully accessible, facilitating both complete coverage welding and future maintenance.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

Mechanical retention features serve as intermediaries that provide backup retention independent of the weld joint. This allows the welding to focus on sealing and reinforcement while the mechanical features handle primary retention, improving both weld coverage effectiveness and future maintainability.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentEP2446104B1Downhole tool leg retention methods and apparatus
Publication Date: 2021.03.31 SANDVIK INTELLECTUAL PROPERTY AB
  • EP2446104B1 patent drawingFigure 1A
  • EP2446104B1 patent drawingFigure 1B~1C
  • EP2446104B1 patent drawingFigure 2

AI summary

A back reamer includes a drive stem configured to support a main reamer body, the main reamer body including a plurality of receptacles, and a plurality of cutting leg assemblies in positive locking engagement with the plurality of receptacles to restrict radial movement of the cutting leg assemblies. The invention also relates to a method of securing cutting leg assemblies to a main reamer body of a back reamer.