Downhole Motor Catch Assembly Without Threaded Retention

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Solution Overview

Problem

Downhole motors in drilling operations face challenges with mechanical separation or failure, leading to costly and time-consuming retrieval processes due to the risk of components being lost in the well, and existing catch mechanisms require threaded engagements that complicate inspections and introduce potential failure points.

Innovation Solution

A catch mechanism that engages downhole motor components without threaded connections, utilizing a wedge lock design with a retainer, wedge ring, and drive ring to secure the catch assembly in a fixed position, limiting downward movement and preventing component separation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a threaded engagement is used to secure the catch mechanism to the downhole motor component, then the catch mechanism can be firmly retained, but the device complexity increases and potential failure points are introduced

Engineering Contradiction:
Improvecatch mechanism retentionVSAvoidthreaded engagement complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent removes the threaded engagement component from the catch mechanism design. Instead of using threads to secure the catch mechanism to the downhole motor component, the invention uses a direct engagement system where the catch mechanism engages with the component through a simplified interface, eliminating the threaded connection and its associated complexity and potential failure points.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The catch mechanism is divided into distinct functional segments: a catch assembly that engages the downhole motor component, a retainer that holds the catch assembly in position, and a wedge member that provides locking action. This segmentation allows each component to perform its specific function without requiring complex threaded connections, simplifying the overall design while maintaining retention reliability.

Inventive Principle:
Principle #1Segmentation

2Strength

If threaded components are used in the downhole motor drivetrain, then secure connections can be achieved, but inspection complexity and time increase

Engineering Contradiction:
Improveconnection strengthVSAvoidinspection time
Core Design Contradiction:
StrengthVSLoss of time

Solution Approach 1:

The patent eliminates threaded components from the drivetrain connection system. The catch mechanism uses a direct engagement design with a retainer and wedge member that provides secure connections without threads, thereby reducing inspection complexity and time while maintaining connection strength.

Inventive Principle:
Principle #2Taking out (Extraction)

3Reliability

If a catch mechanism is added to prevent component separation, then component retention is improved, but the device complexity increases

Engineering Contradiction:
Improvecomponent retentionVSAvoidcatch mechanism structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The catch mechanism is segmented into three simple functional components: a catch assembly for engagement, a retainer for positioning, and a wedge member for locking. This segmentation creates a relatively simple structure that achieves reliable component retention without excessive complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Instead of using a complex active locking system that requires actuation, the patent uses a passive retention system where the retainer and wedge member maintain constant engagement with the catch assembly, providing continuous retention without requiring active control mechanisms.

Inventive Principle:
Principle #13The other way round (Inversion)

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 effectively retains components during mechanical failures without threaded connections, simplifying inspections and reducing the risk of additional failure points, thereby reducing operational costs and complexity.

Implementation Method 1

a wedge member having a curvilinear inner surface sized to engage a smooth cylindrical surface of a component in the downhole motor

Methodology Applied
Scientific EffectWedge: Wedge

Implementation Method 2

at least one of the wedge member and the drive member may include a tapered surface in contact with the other member, the tapered surface arranged such that longitudinal movement between the drive member and the wedge member compresses the wedge member into fixed engagement with the surface of the downhole motor component

Methodology Applied
Scientific EffectMechanical Advantage: Mechanical Advantage

Data Source

PatentUS10961790B2Method and apparatus for retaining components in a downhole motor
Publication Date: 2021.03.30 HALLIBURTON ENERGY SERVICES INC
  • US10961790B2 patent drawing
  • US10961790B2 patent drawing
  • US10961790B2 patent drawing

AI summary

Methods and apparatus are disclosed for retaining components in a downhole motor in the event of a mechanical separation or failure of one or more components therein. As described, the retention mechanism does not require a threaded connection to components of the mud motor drivetrain. Downhole motor assemblies including the new catch mechanism also include a structural element to engage the catch assembly and the components to which it is attached in the event of a mechanical failure within the mud motor assembly.