Expandable Drill Blade Wedge Locking Mechanism

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Solution Overview

Problem

Existing expandable downhole tools for drilling operations lack sufficient rigidity and stability, leading to poor sensor quality and increased stress on cutting elements due to inadequate engagement with the borehole wall.

Innovation Solution

An expandable tool design featuring a mandrel with a tubular body and slidable sleeve, where the blade is locked in place through a wedging effect created by angled slide grooves and protrusions, increasing pressure against the borehole wall and stabilizing the connection of cutting elements and sensors.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If the blade is simply positioned in the slot without locking mechanism, then the device complexity is reduced, but the rigidity and stability of the blade connection deteriorates

Engineering Contradiction:
Improveblade connection structureVSAvoidblade connection stability
Core Design Contradiction:
Device complexityVSStability of the object's composition

Solution Approach 1:

The blade connection structure is segmented into multiple functional components: the slot in the sleeve, the blade body, and the protrusion with wedge-shaped surface. This segmentation allows each component to perform its specific function while collectively achieving stable blade fixation without excessive complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The connection mechanism transitions from a simple linear fit to a three-dimensional wedge-shaped engagement. The wedge-shaped lateral surface of the protrusion creates a multi-dimensional locking effect that prevents blade movement in multiple directions, enhancing stability without significantly increasing structural complexity.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

2Ease of operation

If the blade is loosely connected to the mandrel, then the ease of operation is improved, but the measurement precision of sensors deteriorates

Engineering Contradiction:
Improveblade assembly operationVSAvoidsensor measurement quality
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The blade connection structure implements local quality by creating a rigid, stable connection zone at the blade-mandrel interface through the wedge-shaped protrusion. This localized rigidity ensures stable sensor measurements while maintaining overall operational simplicity of the expandable tool assembly.

Inventive Principle:
Principle #3Local quality

3Device complexity

If the blade connection is not rigidly locked, then the device complexity is reduced, but the stress on cutting elements increases

Engineering Contradiction:
Improveblade locking mechanismVSAvoidcutting element stress resistance
Core Design Contradiction:
Device complexityVSStrength

Solution Approach 1:

The wedge-shaped protrusion is pre-configured on the blade before assembly. When the blade is inserted into the sleeve, the protrusion automatically engages with the slot and the wedge shape naturally locks the blade in place, providing preliminary rigid fixation that protects cutting elements from excessive stress without requiring additional locking mechanisms.

Inventive Principle:
Principle #10Preliminary action

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 wedging effect enhances the rigidity of the blade, improving its engagement with the borehole wall, reducing stress and vibration, and increasing the quality of sensor measurements by maintaining a stable connection with the formation.

Implementation Method 1

The interior and exterior slide grooves are oriented at different angles and as the sleeve slides axially along the length of the mandrel, the slide grooves lock the blade in a pre-determined position through a wedging effect.

Methodology Applied
Scientific EffectWedge: Wedge

Data Source

PatentUS8172009B2Expandable tool with at least one blade that locks in place through a wedging effect
Publication Date: 2012.05.08 NOVATEK IP LLC
  • US8172009B2 patent drawing
  • US8172009B2 patent drawing
  • US8172009B2 patent drawing

AI summary

In one aspect of the present invention, an expandable tool for an earth boring system comprises a mandrel with a sleeve positioned around the outer surface and a blade disposed in a slot formed in the sleeve. The sleeve is also configured to slide along the tubular body. The blade comprises an interior slide groove located on an interior surface and an exterior slide groove located on an exterior surface. A sleeve protrusion is configured to extend into the interior slide groove, while a mandrel protrusion is configured to extend into the exterior slide groove. The blade is configured to shift laterally out of the slot as the sleeve slides axially, wherein the interior and exterior slide grooves are oriented at different angles and as the sleeve slides axially along the length of the mandrel, the slide grooves lock the blade in a pre-determined position through a wedging effect.