Liner Hanger Running Tool Contingency Release Mechanism

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Solution Overview

Problem

Existing liner running tools face challenges in effectively and reliably releasing from the liner hanger, especially in emergency situations or when the liner and hanger become stuck in the wellbore, requiring a solution that allows for safe disconnection and removal while maintaining the ability to transmit torque and manage fluid pressure.

Innovation Solution

A running tool design that includes a releasable axial locking mechanism, allowing for telescoping into the liner hanger and enabling right-hand rotation and torque transmission, with a mechanism to disconnect by applying compression and right-hand rotation, facilitating safe removal from the wellbore.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the running tool uses a locked connection to the liner hanger, then torque transmission and liner positioning are effective, but the tool cannot be released in emergency or stuck situations

Engineering Contradiction:
Improvetorque transmission reliabilityVSAvoidrelease capability
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The connection between the running tool and liner hanger transitions from a static locked state to a dynamic releasable state. The axial locking mechanism includes movable locking elements that can engage with grooves in the liner hanger to transmit torque, and can be actuated to disengage when release fluid is introduced, allowing the tool to be pulled free from the hanger.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

A release fluid system acts as an intermediary to trigger the release mechanism. The release fluid is introduced through a port in the running tool, actuating the axial locking mechanism to disengage the locking elements from the liner hanger grooves, enabling tool removal without direct mechanical intervention.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If the running tool is designed for easy release, then emergency removal is possible, but torque transmission and secure positioning during installation are compromised

Engineering Contradiction:
Improverelease easeVSAvoidconnection strength
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

The connection strength is dynamically adjusted based on operational phase. During installation, the axial locking mechanism maintains strong engagement through locked positioning elements that prevent relative motion between the running tool and liner hanger. For release, the same mechanism can be actuated to reduce engagement, allowing easy separation when needed.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The locking mechanism is pre-configured with both strong engagement features for secure positioning and built-in release pathways. The design preliminarily establishes the capability for easy release through integrated release fluid ports and axially movable locking elements, so that when release is needed, the transition from strong connection to easy separation can be rapidly achieved.

Inventive Principle:
Principle #10Preliminary action

3Productivity

If the running tool includes comprehensive functions for torque transmission and fluid control, then operational effectiveness is improved, but device complexity increases

Engineering Contradiction:
Improveoperational effectivenessVSAvoidtool structure complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The running tool integrates multiple functions into a single unified device. It combines torque transmission capability through splined connections, fluid pressure control for liner hanger expansion, axial locking mechanism for secure positioning, and release functionality all within one tool assembly, eliminating the need for multiple separate tools or operations.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The tool merges the functions of torque transmission, fluid control, axial locking, and release mechanisms into a single integrated running tool assembly. The body of the tool contains internal passages for fluid flow, external splines for torque transmission, and integrated locking elements, consolidating what could have been separate components into one unified device.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS10240439B2Running tool and liner hanger contingency release mechanism
Publication Date: 2019.03.26 HALLIBURTON ENERGY SERVICES INC
  • US10240439B2 patent drawing
  • US10240439B2 patent drawing
  • US10240439B2 patent drawing

AI summary

A running tool for installing a liner in a wellbore of the type which can be disconnected from the liner by applying a weight down condition to the tool and rotating the work string in the right-hand direction.