Downhole Swaging Tool Adaptive Dimension Control

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Solution Overview

Problem

Existing downhole tools, such as hangers and packers, often fail to be reliably set due to inadequate setting forces from the swaging process, which can lead to tool failure.

Innovation Solution

A downhole swaging system featuring a tubular with an area of strength that varies in resistance to swaging, paired with a swaging tool having a first swage with a fixed dimension and a second swage with an adjustable dimension that adjusts in response to changes in resistance, ensuring effective setting and expansion of the tubular.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a fixed dimension swaging tool is used, then the device complexity is reduced, but the setting force is inadequate to reliably set the tool

Engineering Contradiction:
Improvetool setting reliabilityVSAvoidswaging tool complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The swaging tool transitions from a fixed dimension to an adjustable dimension configuration. The second swage's dimension is dynamically adjusted in response to resistance changes encountered during the swaging process, allowing the tool to adapt to varying tubular properties and ensure reliable setting.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system incorporates feedback mechanisms where resistance changes detected during swaging trigger automatic adjustment of the second swage dimension. This closed-loop control ensures the tool maintains optimal setting force throughout the process, improving reliability without requiring complex manual intervention.

Inventive Principle:
Principle #23Feedback

2Force

If the swaging dimension is adjusted in response to resistance changes, then the setting force is improved, but the device complexity increases

Engineering Contradiction:
Improvesetting forceVSAvoidswaging tool complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The swaging tool is divided into two distinct swages: a first swage with a fixed dimension and a second swage with an adjustable dimension. This segmentation allows each component to perform a specific function - the first swage performs initial swaging while the second swage provides adaptive force adjustment, distributing complexity across modular components.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system changes the dimensional parameter of the second swage in response to resistance changes during swaging. By dynamically adjusting this physical parameter, the tool optimizes setting force to match the actual conditions encountered, improving performance without requiring complete redesign of the entire system.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If a two-stage adjustable swaging tool is used, then the tool setting reliability is improved, but the manufacturing complexity increases

Engineering Contradiction:
Improvetool setting reliabilityVSAvoidswaging tool manufacturability
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The complex two-stage adjustable tool is manufactured as separate modular components - the first fixed swage and the second adjustable swage. This segmentation simplifies manufacturing by allowing each component to be produced independently using optimized processes, then assembled into the complete tool system.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The first swage with fixed dimension serves as a universal initial swaging element that can be used across different applications, while the second swage provides the specialized adjustable functionality. This multi-functionality approach allows the system to achieve high reliability through the combination of simple universal components and one adjustable element.

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

The system ensures reliable setting of downhole tools by adjusting the swaging dimension in response to resistance changes, providing improved engagement and sealing capabilities, enhancing the performance of tools like hangers and packers.

Implementation Method 1

a first swage with a fixed first swaging dimension, and a second swage with an adjustable second swaging dimension

Methodology Applied
Scientific EffectPlastic deformation: Plasticity

Data Source

PatentUS7878240B2Downhole swaging system and method
Publication Date: 2011.02.01 BAKER HUGHES CO
  • US7878240B2 patent drawing
  • US7878240B2 patent drawing
  • US7878240B2 patent drawing

AI summary

A downhole swaging system includes, a tubular having an area of strength with a different resistance to swaging as compared to areas of the tubular outside of the area of strength, and a swaging tool. The swaging tool has a first swage, and a second swage with an adjustable swaging dimension, the second swage is in functional communication with the first swage such that the adjustable swaging dimension is adjusted in response to the first swage encountering a change in resistance to swaging.