Downhole Pressure Locking Device for MWD Tools

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Solution Overview

Problem

Existing pressure locking mechanisms for downhole tools in drilling systems are unreliable due to exposure to fast-flowing, abrasive drilling fluid and shock forces, leading to potential misalignment and inaccurate measurements, as well as premature wear and failure.

Innovation Solution

A pressure locking device that utilizes the differential pressure between drilling fluid inside and outside the drill string to securely seat and hold downhole tools in place, employing a drill collar segment with a mule shoe and sealing elements to create a pressure differential that retains the tool firmly, while allowing easy release for retrieval.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If latching mechanisms are used to hold downhole tools in place, then the tools can be secured during drilling operations, but the mechanisms are exposed to fast-flowing abrasive drilling fluid and shock forces causing reliability issues and premature failure

Engineering Contradiction:
Improvereliability of locking mechanismVSAvoidexposure to abrasive drilling fluid and shock forces
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The invention extracts the harmful drilling fluid from the locking mechanism environment by using a sealed cavity that excludes the abrasive fluid, allowing the locking mechanism to operate in a protected, fluid-free zone while still functioning during drilling operations

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The invention applies beforehand cushioning by providing a damping element that absorbs shock forces before they reach the locking mechanism, protecting it from the high-impact conditions of drilling operations and preventing premature failure

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

2Measurement precision

If the probe is not properly seated in the mule shoe, then axial movement occurs causing misalignment and inaccurate measurements, but securing mechanisms add complexity to the device

Engineering Contradiction:
Improveaccuracy of measurementsVSAvoidcomplexity of securing mechanism
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The locking mechanism performs self-service by automatically engaging and securing the probe to the mule shoe through a simple spring-loaded or cam-actuated design that requires no external control systems, maintaining measurement precision while minimizing added complexity

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The invention applies segmentation by dividing the securing function into distinct modular components (locking element, engagement surface, spring/cam mechanism) that can be independently optimized and maintained, reducing overall system complexity while ensuring proper probe seating

Inventive Principle:
Principle #1Segmentation

3Ease of operation

If the drill string becomes permanently stuck, then fixed-mount MWD tools are also stuck and cannot be retrieved, but retrievable tools require additional release mechanisms

Engineering Contradiction:
Improveease of tool retrievalVSAvoidcomplexity of release mechanism
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The invention applies preliminary action by pre-positioning the locking mechanism in an engaged state during normal operations, with a simple release feature that can be activated when retrieval is needed, allowing quick transition from secured to retrievable state without complex control systems

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The invention applies inversion by designing the locking mechanism to be normally engaged and easily releasable, rather than normally free and easily locked, allowing the tool to be securely held during drilling with simple wireline-activated release for retrieval when the drill string is stuck

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 secures downhole tools during drilling operations, minimizing axial vibration and ensuring accurate measurements by leveraging the pressure differential between high-pressure drilling fluid inside the drill string and lower-pressure fluid outside, thereby reducing the risk of tool misalignment and wear.

Implementation Method 1

a pressure locking device that utilizes the differential pressure between drilling fluid inside and outside the drill string to securely seat and hold downhole tools in place

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS9976413B2Pressure locking device for downhole tools
Publication Date: 2018.05.22 APS TECHNOLOGY LLC
  • US9976413B2 patent drawing
  • US9976413B2 patent drawing
  • US9976413B2 patent drawing

AI summary

A system and method for pressure locking a downhole tool in position during a drilling operation includes rotating the drill string to drill a borehole. A fluid is pumped through a passage of a drill string in the downhole direction wherein fluid undergoes a pressure drop at the downhole end of the drill string such that fluid in the passage of the drill string is under higher pressure than the fluid outside the drill string. While fluid is flowing, an uphole portion of the downhole tool, such as a MWD tool, is exposed to the higher pressure fluid and a downhole portion of the downhole tool to the lower pressure fluid, thereby seating the downhole tool in a receptacle member attached to the drill string in the passage. Ceasing flow easily eliminates the locking force created by differential pressure allowing the tool to be retrieved.