Expandable Downhole Cutting Ring With Gap-Free Segment Assembly

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Solution Overview

Problem

Existing downhole apparatuses for cutting and removing material from wellbores or subterranean formations face inefficiencies and limitations in expansion and collapse mechanisms, leading to gaps, manufacturing difficulties, and reduced robustness.

Innovation Solution

A downhole apparatus comprising a plurality of wedge-shaped elements assembled to form a ring structure that can be expanded or collapsed by an axial actuation force, featuring interlocking profiles and biasing elements to ensure smooth expansion and contraction without gaps, allowing for optimal diameter adjustment and torque transfer.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If traditional segmented packing rings with engaging ends are used, then the apparatus can be assembled from segments, but gaps occur between segments during expansion leading to reduced cutting efficiency

Engineering Contradiction:
Improvesegment assemblyVSAvoidcutting surface continuity
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The cutting structure is divided into multiple wedge-shaped elements that can be assembled into a ring configuration. Each element includes cutting elements positioned on its outer surface, and the segments are designed with interlocking features that engage during expansion to maintain continuous cutting contact with the formation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The wedge-shaped elements are configured to nest within each other during the collapsed state for transport through the wellbore, and expand outward to form a complete ring structure at the target location. The elements are received within a housing that guides their expansion and interlocking motion.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Ease of operation

If tapered surfaces with axial movement are used to expand the radially movable member, then expansion mechanism is achieved, but the structure becomes complex with multiple movable members

Engineering Contradiction:
Improveexpansion mechanismVSAvoidnumber of movable members
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The complex multi-member expansion mechanism is replaced by extracting the essential function into a simplified wedge-shaped element design. Each element independently converts axial compression force into radial expansion through its wedge geometry, eliminating the need for multiple interacting movable members with tapered surfaces.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The expansion is achieved by changing the geometric parameters of the wedge-shaped elements themselves rather than through complex mechanical linkages. The wedge angle and surface geometry are optimized to convert axial displacement into radial expansion, simplifying the overall mechanism while maintaining functionality.

Inventive Principle:
Principle #35Parameter changes

3Productivity

If the apparatus is designed to expand to optimal diameter for cutting, then cutting efficiency is improved, but the apparatus becomes difficult to transport through the wellbore in collapsed state

Engineering Contradiction:
Improvecutting efficiencyVSAvoidtransportability through wellbore
Core Design Contradiction:
ProductivityVSLength of moving object

Solution Approach 1:

The wedge-shaped elements are designed to collapse into a compact nested configuration during transport through the wellbore, significantly reducing their overall length and diameter. At the target location, the elements expand outward from this compact state to achieve the optimal cutting diameter, enabling both efficient transport and effective operation.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The apparatus transitions dynamically between two states: a compact collapsed state for transport through the wellbore and an expanded state for cutting operations. The wedge-shaped elements are designed to smoothly transition between these states, maintaining structural integrity while changing dimensions to meet different operational requirements.

Inventive Principle:
Principle #15Dynamics

4Reliability

If interlocking profiles are added to ensure smooth expansion without gaps, then cutting surface continuity is improved, but manufacturing complexity increases

Engineering Contradiction:
Improveexpansion smoothnessVSAvoidelement fabrication
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The wedge-shaped elements incorporate asymmetric interlocking profiles with tongues and grooves that are optimized for their specific position in the ring sequence. The asymmetric geometry ensures proper orientation and smooth interlocking during expansion, while the profiles are designed to be manufacturable using standard machining operations.

Inventive Principle:
Principle #4Asymmetry

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 cutting and removal of material with a continuous cutting surface, adaptable diameter, and reduced risk of damage to wellbore components, while maintaining robustness and manufacturing feasibility.

Implementation Method 1

A downhole apparatus comprising a plurality of wedge-shaped elements assembled together to form a ring structure oriented in a plane around a longitudinal axis

Methodology Applied
Scientific EffectWedge: Wedge

Implementation Method 2

featuring interlocking profiles and biasing elements to ensure smooth expansion and contraction without gaps

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentEP3394382B1Downhole apparatus and methods of use
Publication Date: 2026.04.15 PEAK WELL SYST PTY LTD
  • EP3394382B1 patent drawingFigure 1A~1D
  • EP3394382B1 patent drawingFigure 2A~2D
  • EP3394382B1 patent drawingFigure 3A~3B

AI summary

The invention provides a downhole apparatus (50) and method of use. The apparatus comprises a plurality of elements (60) assembled together to form a ring structure oriented in a plane around a longitudinal axis and a drive mechanism for effecting rotation of the ring structure with respect to a wellbore or subterranean formation. The ring structure is operable to be moved between a collapsed condition and a first expanded condition by movement of the plurality of elements, and the ring structure comprises one or more surfaces or formations for cutting and/or removal of material from the wellbore or subterranean formation.