Selective Torque-Coupling Downhole Swivel for Screen Deployment

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Solution Overview

Problem

Existing swivels used in oil and gas wells risk damaging sand control screens or liners during deployment due to insufficient down-weight and rotation, and there is a need for a mechanism to selectively decouple and recouple rotation between tubular sections while maintaining connection.

Innovation Solution

A downhole swivel with a housing, inner tubular, engaging member, and a rotation coupler that can be selectively positioned to transmit torque or permit relative rotation, controlled by a downhole actuator, allowing for rotational locking or free rotation between the inner tubular and housing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If the workstring is rotated to reduce friction during deployment, then the required down-weight is reduced, but the screens or liners may be damaged due to rotation

Engineering Contradiction:
Improvedown-weightVSAvoidscreen/liner integrity
Core Design Contradiction:
ForceVSReliability

Solution Approach 1:

The workstring is segmented into distinct rotational zones using a swivel assembly that decouples the proximal section (which can be rotated) from the distal section (which remains stationary). This allows the upper workstring to rotate for friction reduction while the lower screen/liner section remains non-rotational to prevent damage.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The swivel assembly acts as an intermediary component between the rotatable workstring section and the non-rotatable screen/liner section. It selectively transmits or blocks rotational torque, serving as a mediator that protects the screen/liner from rotation while allowing the upper section to rotate freely.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Loss of energy

If the swivel permits free rotation between tubular sections, then friction is reduced, but connection integrity between sections may be compromised

Engineering Contradiction:
Improvefriction lossVSAvoidconnection integrity
Core Design Contradiction:
Loss of energyVSStrength

Solution Approach 1:

The swivel assembly provides dynamic, selective rotational coupling rather than a fixed connection. The rotation coupler can be positioned to either transmit torque (maintaining connection integrity) or permit free rotation (reducing friction), allowing the system to adapt its connection characteristics based on operational requirements.

Inventive Principle:
Principle #15Dynamics

3Strength

If the rotation coupler is selectively positioned to transmit torque, then connection between housing and inner tubular is maintained, but relative rotation is prevented

Engineering Contradiction:
Improvetorque transmissionVSAvoidrotational freedom
Core Design Contradiction:
StrengthVSEase of operation

Solution Approach 1:

The rotation coupler provides dynamic, selective rotational coupling rather than a fixed connection. The rotation coupler can be positioned to either transmit torque (maintaining connection integrity) or permit free rotation (reducing friction), allowing the system to adapt its connection characteristics based on operational requirements.

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS12534964B2Downhole swivel
Publication Date: 2026.01.27 INNOVEX DOWNHOLE SOLUTIONS LLC
  • US12534964B2 patent drawing
  • US12534964B2 patent drawing
  • US12534964B2 patent drawing

AI summary

A downhole swivel includes a housing and an inner tubular positioned at least partially within the housing. The downhole swivel also includes an engaging member coupled to or integral with an end of the inner tubular, such that the engaging member and the inner tubular are rotationally locked together. The downhole swivel also includes a rotation coupler selectively positionable relative to the engaging member. The rotation coupler has a first position in which the rotation coupler transmits torque between the housing and the inner tubular, and a second position in which the rotation coupler permits relative rotation between the housing and the inner tubular.