Downhole Machining System with Segmented Actuators

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current downhole machining technologies, such as CNC, are limited by space and power constraints in boreholes, making it difficult to machine casings for changes like inserting control valves or creating larger openings, especially for elongated or non-standard hole geometries.

Innovation Solution

A downhole machining system comprising a first tool part with an axial extension and anchoring sections, a second tool part with a machining bit that can rotate and move radially, and actuators with gears to manage limited power, allowing for precise machining of casings with limited space and power availability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If CNC machining technology is used downhole, then machining precision can be maintained, but space and power requirements exceed available resources

Engineering Contradiction:
Improvemachining precisionVSAvoidpower consumption
Core Design Contradiction:
Manufacturing precisionVSUse of energy by moving object

Solution Approach 1:

The machining system is divided into modular components: a drive unit with motor, a separate machining bit assembly, and intermediate transmission elements. This segmentation allows the motor to be smaller and less power-intensive while still achieving precise machining through the coordinated action of multiple components including gears, belts, or chains for motion transmission.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Intermediate transmission elements such as gears, belts, or chains act as mediators between the motor and the machining bit. These intermediaries enable the motor to operate at lower power consumption levels while still delivering the necessary motion and force to the machining bit for precise casing modification.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Manufacturing precision

If CNC machining technology is used downhole, then machining precision can be maintained, but the device size exceeds available space

Engineering Contradiction:
Improvemachining precisionVSAvoiddevice volume
Core Design Contradiction:
Manufacturing precisionVSVolume of moving object

Solution Approach 1:

The system is segmented into compact modular units that can be distributed along the tool string. The motor, transmission elements, and machining bit are separated into distinct components with smaller individual volumes, allowing them to fit within the constrained downhole environment while maintaining machining precision through their coordinated arrangement.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The transmission system utilizes intermediate elements that transmit motion through alternative pathways (rotational motion through gears, belt drives, or chain drives) rather than direct linear actuation. This dimensional transformation allows for more compact packaging of the machining system while preserving the precision required for casing modification.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Adaptability or versatility

If larger openings or elongated holes are machined in the casing, then operational flexibility is improved, but the complexity of the machining system increases

Engineering Contradiction:
Improveoperational flexibilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The machining bit assembly is designed with dynamic capabilities, allowing it to move radially inward and outward relative to the drive unit. This dynamic positioning enables the same basic system to machine different geometries (larger openings, elongated holes, or standard holes) by adjusting the radial position and travel distance of the machining bit, thereby achieving operational flexibility without proportionally increasing system complexity.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The machining system is designed as a multi-functional tool capable of performing various machining operations (creating different hole sizes, elongated openings, and complex geometries) using a single integrated system. The universal design incorporates adjustable components that can adapt to different machining requirements, reducing the need for multiple specialized tools and thereby managing system complexity while enhancing versatility.

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

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 machining of casings with predetermined geometries and sizes, including larger openings than the bit diameter, and allows for elongated holes, capable of writing patterns like letters or logos, while maintaining efficient operation and cleaning of cuttings.

Implementation Method 1

a first actuator comprising an electrical motor for axially moving the second tool part in relation to the first tool part, a second actuator comprising an electrical motor for rotating the second tool part in relation to the first tool part, and a third actuator comprising an electrical motor for rotating the bit

Methodology Applied
Scientific EffectElectromagnetic induction: Electromagnetic Induction

Data Source

PatentUS10316602B2Downhole machining system and method
Publication Date: 2019.06.11 WELLTEC AS
  • US10316602B2 patent drawing
  • US10316602B2 patent drawing
  • US10316602B2 patent drawing

AI summary

The present invention relates to a downhole machining system (1) for machining a casing (2) in a borehole in a well having a top. The downhole machining system comprises a first tool part (4) having an axial extension (5) and an anchoring section (6); a second tool part (7) adapted to rotate and move axially in relation to the first tool part, the second tool part comprising a machining bit (8) being movable in a direction radial in relation to the axial extension; a first actuator (10) comprising an electrical motor (11A) for axially moving the second tool part in relation to the first tool part; a second actuator (12) comprising an electrical motor (13) for rotating the second tool part in relation to the first tool part; and a third actuator (14) comprising an electrical motor (11b) for rotating the bit. At least one of the actuators comprises a gear (15) for changing a rotational speed of a rotor of the motor.