Radially Expandable Sleeve Load Distributor for Downhole Tools

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Solution Overview

Problem

Existing tools in the downhole hydrocarbon recovery and carbon sequestration industries face issues with excessive loading causing damage and uneven loading when setting multiple tools with a single longitudinal movement.

Innovation Solution

A load distributing apparatus comprising a radially expandable sleeve and a wedge that increases longitudinal loading until a selected dimension is reached, then maintains a constant load, allowing for controlled setting of tools without overloading.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a single longitudinal movement is used to set multiple tools, then productivity is improved, but excessive loading occurs on one tool while providing insufficient loading on another tool

Engineering Contradiction:
Improvesetting speedVSAvoidloading distribution
Core Design Contradiction:
ProductivityVSForce

Solution Approach 1:

The apparatus divides the loading process into segments by using multiple sleeves, each responsible for loading a specific tool. The first sleeve loads the first tool, then the second sleeve loads the second tool, allowing controlled loading of multiple tools without excessive force on any single tool.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The apparatus introduces intermediate sleeves as mediators between the wedge and the tools. These sleeves distribute the loading force from the wedge across multiple tools sequentially, preventing direct excessive loading on any single tool while maintaining efficient setting of multiple tools.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If longitudinal loading is applied to set tools, then tools can be set effectively, but excessive loading can cause damage to the tool

Engineering Contradiction:
Improvetool setting capabilityVSAvoidtool integrity
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

The apparatus provides beforehand cushioning by using sleeves with controlled expansion characteristics. The sleeves expand radially as the wedge applies longitudinal force, cushioning the loading process and preventing excessive forces from being transmitted directly to the tools, thereby preventing damage while maintaining setting capability.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

Solution Approach 2:

The apparatus utilizes parameter changes by controlling the radial expansion of the sleeves as the wedge moves longitudinally. The sleeves expand from an initial diameter to a larger diameter, changing the load distribution parameters and preventing excessive loading on the tools while maintaining effective setting.

Inventive Principle:
Principle #35Parameter changes

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

Prevents damage to tools by maintaining a constant load after initial expansion, ensuring proper setting of multiple tools without backlash or excessive stress.

Implementation Method 1

a wedge in operable communication with the sleeve such that longitudinal movement of the wedge relative to the sleeve causes an increase in longitudinal load on the sleeve by the wedge

Methodology Applied
Scientific EffectWedge: Wedge

Implementation Method 2

a sleeve configured to be radially expandable... expanding the sleeve with the wedge... maintains a substantially constant load on the sleeve

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS8225862B2Load distributing apparatus and method
Publication Date: 2012.07.24 BAKER HUGHES CO
  • US8225862B2 patent drawing
  • US8225862B2 patent drawing
  • US8225862B2 patent drawing

AI summary

A load distributing apparatus including, a sleeve configured to be radially expandable, and a wedge in operable communication with the sleeve. The longitudinal movement of the wedge relative to the sleeve causes an increase in longitudinal load on the sleeve by the wedge until an expanded portion of the sleeve reaches a selected dimension of the wedge after which continued movement of the wedge relative to the sleeve maintains a substantially constant longitudinal load on the sleeve.