Downhole Jar Hydraulic Latch Decoupling Mechanism

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Solution Overview

Problem

Existing downhole oil and gas operations face challenges in delivering a consistent and controlled downward impact due to the reliance on skilled winch manipulation, which can lead to wire breakage, fatigue, and inefficient energy transfer, as the speed and gravity-dependent nature of traditional jar mechanisms require rapid winch rotation and are prone to operator error.

Innovation Solution

A jar assembly comprising an annular housing, an elongated mandrel, and a piston assembly with a latch mechanism that decouples to allow axial sliding and impact with an anvil, utilizing hydraulic metering to control the unlocking and recocking processes, enabling a controlled downward impact without rapid winch rotation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If rapid winch rotation is used to manipulate jars for downward impact, then impact force is improved, but wire breakage and fatigue increase

Engineering Contradiction:
Improveimpact forceVSAvoidwire integrity
Core Design Contradiction:
ForceVSReliability

Solution Approach 1:

The jar assembly is pre-positioned in a recocked state where the housing is raised relative to the mandrel before deployment. This preliminary positioning stores potential energy and eliminates the need for rapid winch rotation during operation, as the impact is delivered simply by allowing the housing to slide downward under controlled conditions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent replaces the manual winch manipulation mechanism with an automatic mechanical system. The jar assembly uses internal mechanical components (latch mechanism, piston assembly, fluid reservoir) to control the housing's movement and deliver impact automatically, eliminating the need for operator skill and rapid winch rotation.

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

2Ease of operation

If skilled winch manipulation is used to deliver downward impact, then impact control is improved, but operator skill requirement increases

Engineering Contradiction:
Improveimpact controlVSAvoidoperator skill requirement
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The jar assembly is designed to be self-operating once deployed. The mechanical components (latch, piston, fluid reservoir) automatically control the housing's movement and impact delivery without requiring continuous operator intervention or skillful winch manipulation. The system serves itself by using its own internal mechanisms to regulate the impact process.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent introduces a fluid reservoir and piston assembly as intermediary elements between the housing and mandrel. This fluid-mediated system provides controlled resistance to the housing's downward movement, enabling smooth and regulated impact delivery without direct mechanical coupling or operator control.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Force

If gravity-dependent jar mechanisms are used, then downward impact is achieved, but energy transfer efficiency decreases

Engineering Contradiction:
Improvedownward impactVSAvoidenergy transfer efficiency
Core Design Contradiction:
ForceVSLoss of energy

Solution Approach 1:

The jar assembly pre-positions the housing in a raised state relative to the mandrel before impact delivery. This preliminary action stores gravitational potential energy that is then converted to kinetic energy during the controlled downward slide, maximizing energy transfer efficiency without relying on gravity alone during the impact phase.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent uses a fluid reservoir and piston assembly to hydraulically control the housing's downward movement. The fluid provides regulated resistance that controls the rate of energy transfer, allowing the housing to accelerate smoothly and deliver impact with optimized energy efficiency, rather than relying solely on uncontrolled gravitational acceleration.

Inventive Principle:
Principle #29Pneumatics and hydraulics

4Speed

If rapid winch rotation is used to create impact, then impact speed is improved, but wire damage increases

Engineering Contradiction:
Improveimpact speedVSAvoidwire damage
Core Design Contradiction:
SpeedVSObject-affected harmful factors

Solution Approach 1:

The housing is pre-raised to a recocked position before deployment, storing potential energy. When impact is needed, the housing simply slides downward under controlled conditions rather than requiring rapid winch rotation to achieve speed, thus eliminating wire damage from high-speed reciprocation while still delivering high-velocity impact.

Inventive Principle:
Principle #10Preliminary action

5Force

If downward impact relies on tool string mass and gravity, then impact force is achieved, but operator skill requirement increases

Engineering Contradiction:
Improveimpact forceVSAvoidoperator skill requirement
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The jar assembly pre-positions the housing in a raised state, storing gravitational potential energy independent of tool string mass. This allows consistent impact delivery based on the jar's own pre-positioned energy rather than varying tool string weights, eliminating the need for operators to calculate and adjust mass-based parameters.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The jar assembly automatically controls its own impact delivery through internal mechanical and hydraulic mechanisms. The system self-regulates the housing's downward movement and impact timing without requiring operator skill to coordinate winch rotation with tool string mass and gravity, making the process independent of operator expertise.

Inventive Principle:
Principle #25Self-service

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 solution allows for a controlled and efficient downward impact, reducing the skill required for operation, minimizing wire damage, and optimizing energy transfer by decoupling the housing from the mandrel, thus providing a consistent and effective jarring mechanism.

Implementation Method 1

a piston assembly coupled with the mandrel. The piston assembly includes a piston with a piston head that inserts into a reservoir having a fluid

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

when substantially all the weight of the jar assembly is supported by the mandrel, the latch assembly moves into the unlatched position, and the housing slides axially with respect to the mandrel into impacting contact with the anvil

Methodology Applied
Scientific EffectGravity: Gravitation

Data Source

PatentUS9790756B2Wireline down jar
Publication Date: 2017.10.17 MCNEILLY KEITH
  • US9790756B2 patent drawing
  • US9790756B2 patent drawing
  • US9790756B2 patent drawing

AI summary

A jar assembly for use downhole includes a housing, a piston assembly slidable within and selectively coupled to the housing, a mandrel assembly coupled on a lower end of the piston assembly, and an anvil coupled to an end of the mandrel assembly opposite the piston assembly. The jar assembly is deployed in a wellbore by a conveyance means that couples with the housing. A hydraulic circuit in the piston assembly activates a latch for decoupling the piston assembly from the housing; when decoupled, the housing slides downward and impacts the anvil to generate a jarring force. The jar assembly is re-cocked by raising it with the conveyance means.