Friction Thread Lock Wedge Mechanism for High Torque Drilling Connections

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Solution Overview

Problem

Downhole drilling connections face challenges in withstanding high torque without increasing the size of the threaded connections, as excessive torque can lead to stripping or damage of the threaded segments.

Innovation Solution

Incorporating wedges with needle rollers or sprags that distribute the torque load, allowing the connection to handle higher torques by lodging the rollers or sprags within the wedges, which are radially constrained, thereby reducing the stress on the shoulder and preventing relative motion.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Strength

If the size of threaded connections is increased to withstand higher torque, then the torque capacity is improved, but the device complexity and installation difficulty increase

Engineering Contradiction:
Improvetorque capacityVSAvoidconnection size
Core Design Contradiction:
StrengthVSDevice complexity

Solution Approach 1:

The connection system is divided into distinct functional segments: threaded connections for basic joining, wedge elements for torque distribution, and friction surfaces for load sharing. This segmentation allows each component to be optimized independently while working together to achieve high torque capacity without increasing overall connection size

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Wedge elements and friction surfaces act as intermediaries between the applied torque and the threaded connection. These intermediaries distribute the torque load across multiple contact points, preventing direct transmission of high torque to the threaded segments and thereby protecting them from stripping while maintaining compact dimensions

Inventive Principle:
Principle #24Intermediary (Mediator)

2Strength

If higher torque is applied to tighten connections, then the connection strength is improved, but the threaded segments may be stripped or damaged

Engineering Contradiction:
Improveconnection strengthVSAvoidthreaded segment integrity
Core Design Contradiction:
StrengthVSReliability

Solution Approach 1:

Friction surfaces and wedge elements are positioned beforehand to cushion and distribute the torque load before it reaches the threaded segments. This protective mechanism is built into the connection design, ensuring that even when high torque is applied, the threaded segments are shielded from excessive stress that could cause stripping or damage

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

Solution Approach 2:

The connection system transitions from a static threaded connection to a dynamic system where wedge elements can move and friction surfaces can engage/disengage based on applied load. This dynamic behavior allows the connection to adapt to varying torque levels, providing enhanced protection against overload while maintaining strong connections under normal operating conditions

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

The solution effectively increases the torque capacity of the connections without enlarging the components, preventing connection failure and maintaining structural integrity by distributing the torque load across the wedging elements.

Implementation Method 1

one or more wedges, each comprising a tapered portion extending between a groove and a shallower wedge tip

Methodology Applied
Scientific EffectWedge: Wedge

Implementation Method 2

Friction Based Thread Lock For High Torque Carrying Connections

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS10801273B2Friction based thread lock for high torque carrying connections
Publication Date: 2020.10.13 HALLIBURTON ENERGY SERVICES INC
  • US10801273B2 patent drawing
  • US10801273B2 patent drawing
  • US10801273B2 patent drawing

AI summary

Device for allowing downhole drilling tubing to withstand greater torques. There is provided a tube segment that can experience a higher torque without the need for increasing the tube or thread size. Certain examples provide for a roller or sprag configuration positioned with respect to the tube segment that allows the tube segment to withstand higher torques.