Collapsible Tubing Expander Tool for Borehole Operations

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Solution Overview

Problem

Existing methods for expanding tubing in boreholes face challenges such as ease of makeup at the drill rig floor, torque transmission, and recovery of stuck expander tools, particularly when dealing with restrictions smaller than the expansion diameter.

Innovation Solution

A system with an expander tool on a work string, featuring a collapsible swage, hydraulic jack, and tubing holding devices, allowing for expansion by transitioning between a collapsed and extended configuration, facilitated by fluid pressure and designed for efficient torque transmission and tool recovery.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the expander tool is carried in with unexpanded tubing, then the tubing can be expanded in the borehole, but it creates additional challenges for ease of operation and tool recovery

Engineering Contradiction:
Improvetubing expansion capabilityVSAvoidease of makeup at drill rig floor
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The expander tool is segmented into collapsible components that can be compressed to a smaller diameter for easy transport through the tubing, then expanded downhole to perform the expansion function. This allows the tool to be easily made up at the drill rig floor while maintaining full expansion capability in the borehole.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The expander tool components are nested within each other in a collapsed configuration, allowing the entire assembly to fit within the unexpanded tubing for transport. Once deployed, the components unfold and expand to their functional size for tubing expansion operations.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Reliability

If the expander tool is carried in with unexpanded tubing, then the tubing can be expanded in the borehole, but it creates additional challenges for tool recovery

Engineering Contradiction:
Improvetubing expansion capabilityVSAvoidtool recovery
Core Design Contradiction:
ReliabilityVSEase of repair

Solution Approach 1:

The expander tool employs dynamic, movable components that can transition between collapsed and expanded states. This dynamic design allows the tool to be easily collapsed for recovery and retrieval through the tubing, while maintaining full expansion capability during the expansion operation.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The expander tool is designed to be recovered and reused rather than discarded. The collapsible design enables the tool to be retrieved through the tubing after expansion by collapsing to a smaller diameter, allowing for repeated use in multiple expansion operations.

Inventive Principle:
Principle #34Discarding and recovering

3Reliability

If the expander tool is carried in with unexpanded tubing, then the tubing can be expanded in the borehole, but it creates additional challenges when dealing with restrictions smaller than expansion diameter

Engineering Contradiction:
Improvetubing expansion capabilityVSAvoidcapability to pass through restrictions
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The expander tool uses dynamically collapsible components that can be compressed to a diameter smaller than any tubing restriction, allowing the tool to be run through restricted sections. Once past the restriction, the tool expands to its full diameter for the expansion operation.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The tool's outer diameter parameter is changed dynamically - collapsed to a small diameter for navigation through restrictions and expanded to a large diameter for the expansion function. This parameter change allows the tool to adapt to different well conditions including restrictions.

Inventive Principle:
Principle #35Parameter changes

4Reliability

If prior expansion techniques are used, then tubing can be expanded, but ease of operation and torque transmission are problematic

Engineering Contradiction:
Improvetubing expansion capabilityVSAvoidability to transmit torque
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The expander tool is divided into segmented, collapsible components that can be individually adjusted and positioned. This segmentation allows for better torque distribution and transmission through the tool components while maintaining ease of operation during both deployment and recovery.

Inventive Principle:
Principle #1Segmentation

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 efficient expansion of tubing with improved ease of operation and tool recovery, addressing the limitations of prior methods by allowing for effective expansion and handling within boreholes.

Implementation Method 1

a hydraulic operated jack couples to the expander to move the expander relative to the tubing holding devices

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

Supplying fluid pressure to the jack coupled to the expander thereby moves the expander through the tubing

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Data Source

PatentUS8522885B2System and methods for tubular expansion
Publication Date: 2013.09.03 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • US8522885B2 patent drawing
  • US8522885B2 patent drawing
  • US8522885B2 patent drawing

AI summary

Methods and apparatus enable expanding tubing in a borehole of a hydrocarbon well. According to some embodiments, an expander device includes a collapsible swage formed of collets, at least one slip arrangement and a hydraulic jack to stroke the swage through tubing to be expanded. In operation, expanding tubing may include securing an expansion tool to the tubing, lowering the tool and tubing into a borehole, actuating a collapsible expander of the expansion tool to an extended configuration, and supplying fluid pressure to a jack coupled to the expander thereby moving the expander through the tubing which is held by at least one of first and second tubing holding devices disposed respectively ahead of the expander and behind the expander.