Downhole Clutch Tool for Torque-Limited Work String Rotation

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Solution Overview

Problem

In downhole operations, maintaining rotation of a work string with sections having different torque ratings is challenging, as excessive torque applied can exceed the rating of one section while being below that of another, potentially leading to torque transfer issues.

Innovation Solution

A clutch tool is employed to selectively transfer torque between sections of a work string by using a torque sleeve and biasing device, which disengages torque transfer when the applied torque exceeds a threshold, preventing damage and reengaging when the torque falls below the threshold, ensuring safe operation within each section's rating.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Speed

If torque is applied to rotate the work string, then rotation is maintained which is best practice, but the torque may exceed the torque rating of a section with lower rating

Engineering Contradiction:
Improverotation speedVSAvoidtorque rating
Core Design Contradiction:
SpeedVSStrength

Solution Approach 1:

The clutch tool acts as an intermediary device between the first section and second section of the work string. It selectively engages and disengages torque transfer based on the applied torque level, allowing the higher-torque-rated first section to rotate the lower-torque-rated second section without exceeding its torque rating, thus maintaining rotation while protecting against overload

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The clutch tool changes the torque transfer parameter dynamically based on the applied torque. When torque exceeds the threshold (torque rating of the second section), the clutch disengages to prevent damage; when torque is within safe limits, the clutch engages to maintain rotation. This parameter-based control resolves the contradiction between maintaining rotation and preventing torque overload

Inventive Principle:
Principle #35Parameter changes

2Productivity

If torque transfer is continuously maintained between sections, then rotation efficiency is improved, but sections with different torque ratings may be damaged

Engineering Contradiction:
Improverotation efficiencyVSAvoidsection integrity
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The clutch tool introduces dynamic control to torque transfer between work string sections. Rather than continuous rigid coupling, the clutch dynamically engages and disengages based on real-time torque conditions, allowing efficient torque transfer when safe and preventing damage when torque exceeds ratings, thus balancing productivity and reliability

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The clutch mechanism provides mechanical feedback based on torque levels. When the applied torque exceeds the torque rating of the second section, the clutch automatically disengages through mechanical overload protection, preventing damage while maintaining rotation efficiency during normal operating conditions

Inventive Principle:
Principle #23Feedback

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 clutch tool effectively manages torque transfer between sections of a work string, preventing damage by disengaging when torque exceeds a section's rating and reengaging when safe, thus maintaining rotation and extending the durability of the work string components.

Implementation Method 1

The biasing device may include a plurality of spring elements arranged in a radial direction and configured to bias the torque sleeve in a second axial direction into engagement with both the inner and outer grooves

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

The torque sleeve may include inner protrusions engageable with the outer grooves and outer protrusions engageable with the outer grooves, the outer protrusions being angled

Methodology Applied
Scientific EffectMechanical Advantage: Mechanical Advantage

Data Source

PatentUS11215015B1System and method for controlling a downhole operation using a clutch tool
Publication Date: 2022.01.04 HALLIBURTON ENERGY SERVICES INC
  • US11215015B1 patent drawing
  • US11215015B1 patent drawing
  • US11215015B1 patent drawing

AI summary

A clutch tool includes a housing that is non-rotatable with respect to the first section of the work string and comprising inner grooves. The clutch tool also includes an inner mandrel that is non-rotatable with respect to the second section of the work string. The inner mandrel includes outer grooves that extend along only an axial portion of the inner mandrel. Further, the inner mandrel includes a torque transition area opening from the outer grooves and extending completely around the inner mandrel. The clutch tool also includes a torque sleeve comprising inner protrusions engageable with the outer grooves and outer protrusions engageable with the outer grooves, the outer protrusions being angled. Moreover, the clutch tool includes a biasing device to bias the inner protrusions of the torque sleeve into engagement with the outer grooves.