Deformable Ball Locking Mechanism for Well Service Tools

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Solution Overview

Problem

Existing well service systems face challenges in efficiently addressing issues such as stuck bottom hole assemblies and performing tasks like perforation and cutoff within horizontal wells, due to limitations in tool deployment and locking mechanisms.

Innovation Solution

A multi-function well service system comprising a first tool assembly with an annular seat and lock profile, and a second tool assembly with a locking mandrel and work tool, which uses deformable balls and a locking mechanism to securely position and lock various tool assemblies within the work string, enabling efficient deployment and operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a locking mechanism is used to securely position tool assemblies, then reliability is improved, but device complexity increases

Engineering Contradiction:
Improvelocking mechanism reliabilityVSAvoidtool assembly complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces complex mechanical locking systems with a simpler ball-and-funnel mechanism. Deformable balls are pushed through funnels by fluid pressure to engage with external features on the work string, eliminating the need for complex threaded connections or multiple locking components while maintaining secure positioning

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

Solution Approach 2:

The locking mechanism utilizes changes in ball diameter through deformation. The balls transition from a deformed state (smaller diameter) to an undeformed state (larger diameter) as fluid pressure is applied, enabling them to pass through the funnel and then lock into position against the work string's external features

Inventive Principle:
Principle #35Parameter changes

2Ease of operation

If deformable balls are used for locking, then ease of operation is improved, but manufacturing precision requirements increase

Engineering Contradiction:
Improvetool deployment easeVSAvoidball deformation control
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The funnels are designed with specific geometric characteristics (angle, diameter, length) that concentrate fluid pressure onto localized areas of the balls. This localized pressure application ensures uniform deformation and predictable behavior during the locking operation, reducing variability in manufacturing requirements

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The balls are pre-deformed into a smaller diameter configuration before being introduced into the system. This preliminary deformation allows them to easily pass through the funnel during deployment, and then they return to their original shape to engage the locking features

Inventive Principle:
Principle #10Preliminary action

3Adaptability or versatility

If multiple tool assemblies are deployed, then adaptability is improved, but device complexity increases

Engineering Contradiction:
Improvetool assembly versatilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The locking mechanism is designed as a universal system that can accommodate multiple different tool assemblies (perforating guns, cutoff tools, bridge plugs) using the same ball-and-funnel locking approach. The first tool assembly includes an annular seat and lock profile that can interface with various work tools, eliminating the need for different locking mechanisms for each tool type

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system is divided into modular components: the first tool assembly (containing the locking mechanism), the second tool assembly (containing the work tool), and interchangeable work tools. This segmentation allows different work tools to be deployed and locked using the same fundamental locking system

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

The system allows for secure and efficient deployment of tool assemblies, enabling effective solutions for stuck tools, perforation, and cutoff operations within horizontal wells, by providing a reliable locking mechanism that withstands high fluid pressures.

Implementation Method 1

a first force is required to move the inner body from the first position to the second position. The first deformable ball has a diameter greater than the minimum inner diameter of the funnel, and is deformable to a diameter less than the minimum inner diameter when a second force is applied to the first deformable ball

Methodology Applied
Scientific EffectCompression: Compression

Implementation Method 2

The locking mandrel comprises a tubular outer body, an inner body, and a plurality of keys. The tubular outer body has a plurality of slots and a stop shoulder. The plurality of keys are positioned such that they extend from the plurality of slots when the inner body is in the second position

Methodology Applied
Scientific EffectMechanical locking: Mechanical Fastener

Data Source

PatentUS20250075575A1Multi-function well service system
Publication Date: 2025.03.06 JONES KEVIN DEWAYNE
  • US20250075575A1 patent drawing
  • US20250075575A1 patent drawing
  • US20250075575A1 patent drawing

AI summary

A system for placing a tool in a production string. The system uses a tubular connection location, like a no-go landing nipple, and a second tool driven by deformable balls. The second tool will be a work tool and may be a jar, perforation tool or other well service tool. The work tool will have a locking mandrel associated with it, and the locking mandrel will utilize a funnel, sized to seat a deformable ball. A number of different deformable balls having different characteristics may be used. Some balls may push the entire second tool to a location within the no-go landing nipple, while others may be utilized to extend locking keys from slots to lock the second tool in place. Balls may, at high pressure, be deformed such that they can pass through the funnel, allowing fluid pressure to be utilized for other tasks within the tool.