Downhole Tool Locking Sleeve for Mudline Cap Retention

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Solution Overview

Problem

Existing downhole tools lack a reliable mechanism to securely engage and disengage temporary abandonment caps in mudline suspension systems, leading to potential cap loss and costly retrieval operations.

Innovation Solution

A downhole tool with a locking sleeve mechanism that adjusts to lock the abandonment cap into a slot, utilizing hydraulic or electric retention assemblies to ensure secure engagement and release, preventing cap loss and facilitating easy installation and retrieval.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a locking mechanism is added to securely engage abandonment caps, then reliability of cap retention is improved, but device complexity increases

Engineering Contradiction:
Improvecap retention reliabilityVSAvoidtool structure complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking sleeve is nested within the housing and can move between locked and unlocked positions relative to the slot. The abandonment cap pin is received within the slot, and the locking sleeve envelops the pin when engaged, creating a nested configuration that provides secure retention without requiring external locking components

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The locking sleeve is designed to be moveable between a locked position (where it engages the pin in the slot) and an unlocked position (where it disengages). This dynamic capability allows the tool to securely retain the abandonment cap during operation while enabling easy installation and removal when needed

Inventive Principle:
Principle #15Dynamics

2Ease of operation

If a moveable locking sleeve is used to secure the abandonment cap, then ease of operation is improved, but device complexity increases

Engineering Contradiction:
Improvecap installation and removal easeVSAvoidlocking mechanism complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The locking mechanism is segmented into distinct functional components: the slot (which receives the pin), the locking sleeve (which moves to engage/disengage the pin), and the retention sub-assembly (which actuates the locking sleeve). This segmentation allows each component to perform its specific function independently, simplifying the overall operation while maintaining effectiveness

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking sleeve acts as an intermediary element between the slot and the pin. Rather than directly fixing the pin to the slot, the movable locking sleeve mediates the engagement, providing a simple mechanical interface that enables easy operation through minimal actuation force

Inventive Principle:
Principle #24Intermediary (Mediator)

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

Ensures secure engagement and release of abandonment caps, preventing cap loss and enabling reusable wellbores by providing a positive indication of cap status, thus reducing expensive fishing operations.

Implementation Method 1

the piston is configured to move, based on an increase of fluid pressure in the cylinder, from a first position apart from the one or more stops to a second position in contact with the one or more stops to move the locking sleeve from an unlocked position disengaged with the slot and the mudline abandonment cap to a locked position engaged with the slot and the mudline abandonment cap

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Implementation Method 2

the piston is urged by the biasing member, based on a decrease of fluid pressure in the cylinder, the piston from the second position to the first position to move the locking sleeve from the locked position to the unlocked position

Methodology Applied
Scientific EffectElastic force: Elasticity

Implementation Method 3

the plunger is configured to move, based on an electrical current applied to the coil winding, from a first position to a second position at a maximum stroke length of the plunger to move the locking sleeve from an unlocked position disengaged with the slot and the mudline abandonment cap to a locked position engaged with the slot and the mudline abandonment cap

Methodology Applied
Scientific EffectElectromagnetic force: Electromagnet

Data Source

PatentUS10947789B1Downhole tool
Publication Date: 2021.03.16 SAUDI ARABIAN OIL CO
  • US10947789B1 patent drawing
  • US10947789B1 patent drawing
  • US10947789B1 patent drawing

AI summary

A downhole tool includes a top sub-assembly configured to couple to a downhole conveyance operable to move the downhole tool through a wellbore; a housing coupled to the top sub-assembly and including a retention sub-assembly mounted in the housing and a slot formed in a downhole end of the housing and shaped to engage a mudline abandonment cap; and a locking sleeve coupled to the retention sub-assembly and moveable, by the retention sub-assembly, to adjustably lock the slot to the mudline abandonment cap.