Indexing Mechanism for Downhole Tools Using Segmented Sleeve and Ring

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Solution Overview

Problem

Existing downhole tools face challenges in reliable actuation and manufacturing complexity due to the integration of indexing mechanisms, which can lead to increased costs and reduced operational life, particularly in wellbore drilling operations.

Innovation Solution

The implementation of an indexing mechanism comprising a piston, an indexing sleeve, and an indexing ring, where the sleeve and ring are rotatable relative to the piston, with the indexing sleeve being longitudinally fixed and the ring surrounding less than the entirety of the sleeve, allowing for torque-induced rotation and reduced manufacturing complexity by separating the indexing track from the piston.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the indexing mechanism is integrated into the downhole tool, then the actuation reliability is improved, but the device complexity increases

Engineering Contradiction:
Improveactuation reliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The indexing mechanism is divided into separate functional components: an indexing sleeve with an indexing track, an indexing ring with indexing pins, and a piston. The indexing sleeve is longitudinally fixed to the piston while the indexing ring can rotate relative to both the piston and indexing sleeve. This segmentation allows each component to perform its specific function independently, improving reliability without requiring a monolithic complex structure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The indexing ring surrounds less than an entirety of the indexing sleeve, creating a nested configuration where the indexing ring is partially contained within the indexing sleeve structure. This nesting reduces the overall device complexity by space-efficient arrangement while maintaining the reliability of the indexing function through the coordinated interaction of the nested components.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Ease of manufacture

If the indexing track is integrated into the piston, then the manufacturing complexity is reduced, but the reliability of the indexing mechanism decreases

Engineering Contradiction:
Improvemanufacturing complexityVSAvoidindexing mechanism reliability
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The indexing track is separated from the piston and integrated into the indexing sleeve instead. This segmentation allows the piston to focus on its primary actuation function while the indexing sleeve handles the indexing track functionality. The indexing sleeve is longitudinally fixed to the piston, ensuring reliable torque transmission, while the separate indexing track location improves the reliability of the indexing mechanism by allowing independent optimization of each component.

Inventive Principle:
Principle #1Segmentation

3Stability of the object's composition

If the indexing ring surrounds the entire indexing sleeve, then the structural stability is improved, but the manufacturing cost increases

Engineering Contradiction:
Improvestructural stabilityVSAvoidmanufacturing cost
Core Design Contradiction:
Stability of the object's compositionVSEase of manufacture

Solution Approach 1:

The indexing ring surrounds only a portion of the indexing sleeve rather than the entire sleeve. This partial enclosure provides sufficient structural stability for the indexing function to operate reliably while reducing the amount of material and manufacturing complexity required. The indexing ring is configured to engage with the indexing pins and maintain proper alignment without needing to completely enclose the indexing sleeve.

Inventive Principle:
Principle #16Partial or excessive action

Data Source

PatentUS11920415B2Indexing mechanisms
Publication Date: 2024.03.05 SCHLUMBERGER TECH CORP
  • US11920415B2 patent drawing
  • US11920415B2 patent drawing
  • US11920415B2 patent drawing

AI summary

An indexing mechanism includes a piston. An indexing sleeve encases a portion of the piston. The indexing mechanism is longitudinally fixed to the piston, and is rotatable relative to the piston. The indexing sleeve includes an indexing track. An indexing ring surrounds less than an entirety of the indexing sleeve. The indexing ring is rotatable relative to the piston. The indexing ring includes an indexing pin that extends into the indexing track.