Downhole Impact Generator Spring Mandrel

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Solution Overview

Problem

Traditional downhole tools struggle to deliver a high impact force effectively in deep, deviated, inclined, or horizontal wellbores, where gravity-powered impact tools are ineffective, and there is a need for a mechanism to dislodge stuck tools, break obstructions, or remove debris.

Innovation Solution

A downhole impact generator with a spring-loaded mandrel and impact tool that can be thrust downward to deliver a high impact force, activated by a biasing device and actuation mechanism, allowing for the dislodgment of obstructions or activation of well tools, and re-loadable for repeated use.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If traditional gravity-powered impact tools are used, then the device complexity is reduced, but the impact force is insufficient in deep, deviated, inclined, or horizontal wellbores

Engineering Contradiction:
Improveimpact forceVSAvoiddevice complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The mandrel is pre-compressed by a biasing device (spring) before impact, storing elastic potential energy that is released during the impact event. This preliminary compression action enables the generation of high impact force without requiring complex powered mechanisms during the actual impact operation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The impact tool uses the weight of the mandrel combined with the stored elastic energy from the biasing device to generate impact force automatically. The system serves itself by utilizing gravitational force and elastic recovery rather than requiring external power sources or complex control mechanisms.

Inventive Principle:
Principle #25Self-service

2Force

If a spring-loaded mandrel mechanism is implemented, then the impact force is increased, but the device complexity increases

Engineering Contradiction:
Improveimpact forceVSAvoiddevice complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

A hydraulic actuator is used to compress the biasing device and control the release mechanism. This hydraulic system provides a compact and efficient means of storing and releasing energy, achieving high impact force with relatively simple components compared to mechanical or electrical alternatives.

Inventive Principle:
Principle #29Pneumatics and hydraulics

Solution Approach 2:

The impact force is generated by changing the physical state of the biasing device from a compressed state to an expanded state. This parameter change in the spring compression ratio allows for adjustable impact force while maintaining a simple mechanical structure.

Inventive Principle:
Principle #35Parameter changes

3Ease of operation

If the mandrel is held in a fixed position, then the device complexity is reduced, but the ability to deliver impact force is lost

Engineering Contradiction:
Improveease of operationVSAvoidimpact force
Core Design Contradiction:
Ease of operationVSForce

Solution Approach 1:

The impact tool is designed to deliver periodic impacts through repeated compression and release cycles of the mandrel. The hydraulic actuator enables controlled periodic operation, allowing the tool to deliver impact forces at regular intervals as needed during wellbore cleaning or tool retrieval operations.

Inventive Principle:
Principle #19Periodic action

Solution Approach 2:

The system incorporates a release mechanism that responds to hydraulic pressure changes to trigger the impact event. This feedback-based control allows the mandrel to remain stationary during compression and then automatically release when the trigger condition is met, combining ease of operation with effective impact delivery.

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 downhole impact generator effectively delivers a high downward impact force to dislodge stuck tools, break obstructions, or remove debris in various wellbore configurations, enhancing operational efficiency in challenging well environments.

Implementation Method 1

a biasing device axially arranged within the chamber between the lip and the shoulder... moving the mandrel to the disengaged configuration with a biasing device axially arranged within the chamber

Methodology Applied
Scientific EffectElastic potential energy: Elasticity

Data Source

PatentUS9822598B2Downhole impact generation tool and methods of use
Publication Date: 2017.11.21 HALLIBURTON ENERGY SERVICES INC
  • US9822598B2 patent drawing
  • US9822598B2 patent drawing
  • US9822598B2 patent drawing

AI summary

An impact generator includes a housing having an uphole end and a downhole end and defining a chamber therein between the uphole and downhole ends. A mandrel is movably arranged at least partially within the chamber between an engaged configuration and a disengaged configuration, and a top sub is coupled to the housing at the uphole end and has an upper core extension arranged at least partially therein. The upper core extension is configured to move between a fixed position, where the mandrel is maintained in the engaged configuration, and an unfixed position, where the mandrel is able to move to the disengaged configuration. An impact tool is coupled to a distal end of the mandrel to deliver an impact force to a downhole obstruction when the mandrel is moved to the disengaged configuration.