Expandable Reamer Stabilizer Ribs and Shear Assembly

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Solution Overview

Problem

Conventional expandable reamer apparatuses face issues such as wobble, premature actuation, difficulty in removal, and slower cutting rates when passing through smaller diameter boreholes or casings, due to misaligned forces and complex seal configurations, which lead to cocking and jamming, and require sensitive tolerances that are prone to binding with particulate-laden drilling mud.

Innovation Solution

The design incorporates a stabilizer sub with spiral or helical stabilizer ribs directly attached to the expandable reamer apparatus, eliminating intervening drill pipes for enhanced stabilization, and a shear assembly with a push sleeve and blade tracks that allow blades to extend and retract along a shallow angle, reducing the need for sensitive tolerances and preventing cocking.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional expandable reamer apparatuses are used to pass through smaller diameter boreholes or casings, then the reamer can be deployed to enlarge boreholes, but the apparatus experiences wobble, premature actuation, and difficulty in removal due to misaligned forces and complex seal configurations

Engineering Contradiction:
Improvestability of reamer apparatusVSAvoidcomplex seal configurations
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The reamer apparatus is divided into modular components including a stabilizer sub with stabilizer ribs, a shear assembly with shear elements, and an expandable reamer body. This segmentation allows each component to perform its specific function independently, reducing overall system complexity and improving reliability by isolating potential failure points.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Stabilizer ribs are provided on the stabilizer sub that extend generally circumferentially to contact the borehole wall, providing stabilization through a curved surface geometry that distributes forces evenly and reduces wobble during deployment through smaller diameter casings.

Inventive Principle:
Principle #14Spheroidality (Curvature)

2Manufacturing precision

If sensitive tolerances are used in conventional expandable reamer apparatuses, then precise blade actuation can be achieved, but the apparatus becomes prone to binding with particulate-laden drilling mud and requires complex seal configurations

Engineering Contradiction:
Improveblade actuation precisionVSAvoidbinding with drilling mud
Core Design Contradiction:
Manufacturing precisionVSObject-affected harmful factors

Solution Approach 1:

The shear assembly is designed to be actuated by axial force alone, extracting the need for complex radial sealing mechanisms. The shear elements fail at a predetermined load to release the blades, simplifying the tolerance requirements and eliminating binding issues with particulate-laden drilling mud while maintaining precise blade actuation.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The blade tracks are configured with a shallow angle relative to the longitudinal axis, creating a gradual transition surface that allows blades to extend and retract smoothly without binding, even in the presence of particulate-laden drilling mud, while maintaining precise actuation through the shear assembly mechanism.

Inventive Principle:
Principle #14Spheroidality (Curvature)

3Productivity

If blades are extended at steep angles in conventional reamers, then cutting effectiveness can be improved, but the apparatus experiences cocking and jamming due to misaligned forces

Engineering Contradiction:
Improvecutting rateVSAvoidalignment of forces
Core Design Contradiction:
ProductivityVSStability of the object's composition

Solution Approach 1:

The blade tracks are configured with a shallow angle relative to the longitudinal axis of the reamer apparatus, creating a gradual transition surface that distributes cutting forces evenly along the blade length. This geometric configuration prevents cocking and jamming by maintaining force alignment, while the shallow angle allows blades to extend fully for effective cutting.

Inventive Principle:
Principle #14Spheroidality (Curvature)

Solution Approach 2:

The shear assembly is positioned asymmetrically relative to the blade tracks, with shear elements located to create a mechanical advantage that optimizes the force distribution. This asymmetric configuration ensures that the axial force applied to the shear assembly translates efficiently into blade extension without creating misaligned forces that could cause cocking.

Inventive Principle:
Principle #4Asymmetry

Data Source

PatentUS8657038B2Expandable reamer apparatus including stabilizers
Publication Date: 2014.02.25 BAKER HUGHES CO
  • US8657038B2 patent drawing
  • US8657038B2 patent drawing
  • US8657038B2 patent drawing

AI summary

An expandable reamer apparatus and stabilizer sub having at least one rib thereon attached thereto for drilling a subterranean formation.