Compressible Guide Sleeve for Side Pocket Mandrel Installation

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Solution Overview

Problem

The existing gas lift systems require complex and time-consuming welding operations to install guide sleeves within side pocket mandrels, which limits access and efficiency in positioning the kickover tool for gas lift valve installation and removal.

Innovation Solution

A guide sleeve with a c-shaped cross-section and a locking pin system that allows radial expansion and secure positioning within the side pocket mandrel, eliminating the need for welding by using a compressible design and locking mechanism to align and retain the sleeve.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If guide sleeve is welded into the primary bore of the side pocket mandrel, then the guide sleeve is securely retained, but the installation process becomes complex and time-consuming requiring specialized welding fixtures

Engineering Contradiction:
Improveguide sleeve retentionVSAvoidinstallation process complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces the welding process (thermal/chemical joining) with a mechanical expansion system. The guide sleeve includes an expandable portion that can be compressed to a smaller diameter for insertion, then expands to a larger diameter to lock into the primary bore, eliminating the need for welding fixtures and complex welding operations

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

Solution Approach 2:

The guide sleeve utilizes change in dimensional parameters (diameter) through compression and expansion. The expandable portion transitions from a compressed state (smaller diameter) during insertion to an expanded state (larger diameter) for retention, allowing simple mechanical installation without welding

Inventive Principle:
Principle #35Parameter changes

2Reliability

If guide sleeve is welded into the primary bore, then secure retention is achieved, but the operation becomes time-consuming

Engineering Contradiction:
Improveguide sleeve retentionVSAvoidinstallation time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent replaces the time-consuming welding process with a rapid mechanical expansion mechanism. The guide sleeve is compressed to insertion size, placed in the bore, and then expanded to lock into position, significantly reducing installation time while maintaining secure retention

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

Solution Approach 2:

The guide sleeve is pre-compressed to a smaller diameter before insertion to facilitate easy placement. Once inserted, the expansion action automatically locks it into position, eliminating the need for time-consuming welding operations and specialized fixtures

Inventive Principle:
Principle #10Preliminary action

3Ease of operation

If non-welded side pocket mandrels are used, then access is improved, but there is insufficient access to securely weld the guide sleeve inside the primary bore

Engineering Contradiction:
Improveaccess to side pocketVSAvoidguide sleeve installation
Core Design Contradiction:
Ease of operationVSEase of manufacture

Solution Approach 1:

The patent replaces the welding-based installation method with a mechanical expansion method that works equally well in welded and non-welded mandrels. The guide sleeve's expandable portion can be compressed for insertion and then expanded to lock into the primary bore of non-welded mandrels, providing secure retention without requiring welding access

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

4Ease of operation

If kickover tool is inserted through guide sleeve and retracted, then rotational alignment is achieved, but the process requires precise control of the tab following the guide sleeve edge

Engineering Contradiction:
Improverotational alignmentVSAvoidalignment precision
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The guide sleeve acts as an intermediary alignment element with a precisely formed alignment slot and edge. The kickover tool's tab follows this pre-formed geometric feature during retraction, ensuring accurate rotational alignment without requiring complex control systems or high-precision machining of the tool itself

Inventive Principle:
Principle #24Intermediary (Mediator)

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

Facilitates easier and faster installation and removal of the guide sleeve, enhancing the operational efficiency of the gas lift system by simplifying the alignment and retention process, thereby reducing the complexity and time required for tool deployment.

Implementation Method 1

allowing the guide sleeve to radially expand such that the outer diameter of the guide sleeve matches the first diameter

Methodology Applied
Scientific EffectElastic expansion: Elasticity

Implementation Method 2

compressing the guide sleeve to reduce an outer diameter of the guide sleeve

Methodology Applied
Scientific EffectCompression: Compression

Data Source

PatentUS11692405B2Guide sleeve for use with side pocket mandrel
Publication Date: 2023.07.04 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11692405B2 patent drawing
  • US11692405B2 patent drawing
  • US11692405B2 patent drawing

AI summary

For a side pocket mandrel that has a primary flow bore and an offset side pocket, a method for installing a guide sleeve begins with the step of compressing the guide sleeve to reduce an outer diameter of the guide sleeve. The method continues with the step of inserting the guide sleeve into a section of the primary flow bore that has a first inner diameter (D1). The method continues with the steps of allowing the guide sleeve to radially expand such that the outer diameter of the guide sleeve matches the first diameter, pushing the guide sleeve further into the primary flow bore to a guide sleeve section that has a second inner diameter (D2) that is larger than the first inner diameter (D1), and allowing the guide sleeve to radially expand to capture the guide sleeve within the guide sleeve section of the primary flow bore.