Electromechanical Actuator for Pulling Tool Release

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Solution Overview

Problem

Existing well bore servicing tools face difficulties in efficiently releasing pulling tools from stuck downhole devices due to the need for precise jarring sequences, which can lead to longer servicing times and increased costs.

Innovation Solution

The implementation of an electromechanical actuator that releases the pulling tool from the downhole device based on predetermined conditions, such as timers, pressure sequences, or jarring forces, rather than relying on shear pins, allowing for controlled and precise release without premature disengagement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If shearable pins are used for releasing the pulling tool, then the release mechanism is simple, but the release process requires precise jarring sequences which increases servicing time and risk of premature release

Engineering Contradiction:
Improverelease mechanism complexityVSAvoidservicing time
Core Design Contradiction:
Device complexityVSLoss of time

Solution Approach 1:

The patent replaces the mechanical shear pin release mechanism with an electromechanical actuator system. The actuator uses an electric motor to rotate a cam, which mechanically releases the locking mechanism. This substitution eliminates the need for complex jarring sequences while maintaining reliable release functionality, directly resolving the contradiction between simple mechanism design and efficient release operation.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The electromechanical actuator is pre-positioned within the pulling tool body, with the cam and locking mechanism already configured for release. When activation is needed, the system immediately executes the release sequence without requiring external jarring operations. This preliminary configuration enables rapid release, reducing servicing time while keeping the overall mechanism relatively simple.

Inventive Principle:
Principle #10Preliminary action

2Device complexity

If shearable pins are used for releasing the pulling tool, then the structure is simple, but premature release can occur during jarring operations

Engineering Contradiction:
Improverelease mechanism complexityVSAvoidrelease control reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The patent replaces the passive mechanical shear pin system with an active electromechanical actuator controlled by electrical signals. This substitution provides precise control over the release timing, eliminating unintended releases during jarring operations. The electrical control system can distinguish between normal operational forces and actual release commands, significantly improving release control reliability.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The electromechanical actuator serves as an intermediary between the control system and the mechanical locking mechanism. It translates electrical control signals into precise mechanical actions, providing a controlled transition state that prevents premature release. This intermediary component ensures that release occurs only when intentionally commanded, rather than accidentally during jarring operations.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If electromechanical actuator is used for controlled release, then release precision is improved, but device complexity increases

Engineering Contradiction:
Improverelease control precisionVSAvoidactuator system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent segments the release control function into distinct modular components: the electromechanical actuator, the cam mechanism, and the locking/release interface. This segmentation allows each component to perform its specific function efficiently while maintaining overall system manageability. The modular design reduces the perceived complexity by organizing the electromechanical system into discrete, maintainable units.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The electromechanical actuator is designed to perform multiple functions: it can hold the locking mechanism engaged during normal operation, execute precise release when commanded, and potentially accommodate different release sequences or conditions. This multi-functionality consolidates what would otherwise require separate systems into a single integrated component, reducing overall device complexity while maintaining high release control precision.

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

This solution enables more controlled and efficient release of pulling tools from downhole devices, reducing the risk of premature release and minimizing servicing time and costs by allowing operators to choose the appropriate jarring sequence or conditions for release.

Implementation Method 1

an electromechanical actuator releasing the release lug upon actuation

Methodology Applied
Scientific EffectElectromechanical actuation: Linear Motor

Implementation Method 2

a bias is disposed to urge the sleeve toward the upper end of the tool body

Methodology Applied
Scientific EffectMechanical biasing: Spring

Data Source

PatentUS10132131B2Pulling tool electromechanical actuated release
Publication Date: 2018.11.20 HALLIBURTON ENERGY SERVICES INC
  • US10132131B2 patent drawing
  • US10132131B2 patent drawing
  • US10132131B2 patent drawing

AI summary

A drilling well pulling tool comprising a longitudinal body having an inner cavity. A sleeve is slideably disposed about a portion of the longitudinal body, the sleeve moveable from a first position to a second position. A dog member is retractable from an extended position to a retracted position relative the body when the sleeve is moved from the first position to the second position. A release lug abuts and resists movement of the sleeve from the first position, the lug releasable to the inner cavity thereby permitting slideable movement of the sleeve. An electromechanical actuator releases the release lug upon actuation.