Expandable Reamer Blades for Borehole Diameter Control

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Conventional methods for enlarging subterranean boreholes often result in narrowing the diameter, limiting production flow rates and requiring additional casing installations, which restricts further drilling and hydrocarbon extraction efficiency.

Innovation Solution

An expandable reamer apparatus with a tubular body and sliding members that can be actuated between retracted and extended positions using hydraulic pressure, allowing for increased borehole diameter without the need for additional casing, featuring a sleeve member with a retaining portion and latch mechanism to control the movement of blades or stabilizer blocks.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Length of moving object

If additional casing is installed to increase borehole depth, then the depth of the borehole is increased, but the borehole diameter is narrowed

Engineering Contradiction:
Improveborehole depthVSAvoidborehole diameter
Core Design Contradiction:
Length of moving objectVSArea of moving object

Solution Approach 1:

The reamer assembly is divided into multiple independent cutting blades that can be positioned at different radial distances from the central axis. This segmentation allows each blade to contribute to enlarging the borehole diameter while the overall assembly maintains the capability to navigate through existing casing, thus resolving the contradiction between depth extension and diameter maintenance.

Inventive Principle:
Principle #1Segmentation

2Area of moving object

If conventional reamer assemblies are used to enlarge borehole diameter, then the borehole diameter is increased, but the ability to pass through existing casing is compromised

Engineering Contradiction:
Improveborehole diameterVSAvoidability to pass through casing
Core Design Contradiction:
Area of moving objectVSEase of operation

Solution Approach 1:

The cutting blades are designed with adjustable positioning mechanisms that allow them to be retracted into the tubular body when not in use and extended when needed. This dynamic configuration enables the reamer assembly to pass through existing casing with a reduced profile, then expand to enlarge the borehole diameter, thus resolving the contradiction between diameter enlargement and ease of operation through existing casing.

Inventive Principle:
Principle #15Dynamics

3Area of moving object

If fixed blade reamer assemblies are used, then the borehole diameter is enlarged, but the adaptability to different drilling conditions is reduced

Engineering Contradiction:
Improveborehole diameterVSAvoidadaptability to drilling conditions
Core Design Contradiction:
Area of moving objectVSAdaptability or versatility

Solution Approach 1:

The reamer assembly incorporates adjustable blade positioning that allows the cutting elements to be moved radially inward or outward. This dynamic adjustability enables the reamer to adapt to different borehole conditions, such as varying formation hardness or the need to navigate through casing, while still maintaining the capability to enlarge the borehole diameter when required.

Inventive Principle:
Principle #15Dynamics

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

Enables efficient enlargement of boreholes by maintaining a larger diameter, enhancing production flow rates and allowing for deeper drilling without the drawbacks of conventional casing installations, while maintaining the ability to pass through existing casing without interference.

Implementation Method 1

The retaining portion of the sleeve member selectively retains the at least one latch member in engagement with a portion of the tubular body to retain the at least one member in the retracted position

Methodology Applied
Scientific EffectMechanical retention: Mechanical Fastener

Implementation Method 2

sliding members that can be actuated between retracted and extended positions using hydraulic pressure

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Data Source

PatentUS9038748B2Tools for use in subterranean boreholes having expandable members and related methods
Publication Date: 2015.05.26 BAKER HUGHES CO
  • US9038748B2 patent drawing
  • US9038748B2 patent drawing
  • US9038748B2 patent drawing

AI summary

Expandable apparatus for use in subterranean boreholes include at least one member configured to move between a retracted position and an extended position. A latching member disposed in the tubular body may selectively retain the at least one member in the retracted position. Methods of operating an expandable apparatus include securing at least one member of the expandable apparatus in a retracted position by engaging an inner wall of a tubular body with at least one latch member disposed in at least one aperture formed in a latch sleeve.