Expandable Liner Running Tool Axial Release Mechanism

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current methods for expanding casing strings in wellbores are limited by the inability to carry longer and heavier liners, leading to premature expansion and potential damage due to increased tubular pressure, restricting the length and diameter of expandable liners.

Innovation Solution

A system comprising a tubular body with a latching member and a release sleeve allows for the axial movement of the latching member to disengage from the liner, enabling the use of a release apparatus that supports the liner during expansion, reducing the pressure required for expansion and preventing premature deformation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Length of moving object

If conventional running tools are used to carry the liner, then the liner can be run into the wellbore, but the liner weight must be supported on the expansion cone face which limits the maximum liner length and causes premature expansion

Engineering Contradiction:
Improveliner lengthVSAvoidpremature expansion and potential damage
Core Design Contradiction:
Length of moving objectVSReliability

Solution Approach 1:

The running tool is divided into separate functional components: a conveyance string for carrying the liner, a support mandrel with latching members for securing the liner during running, and a release mechanism. This segmentation allows the liner weight to be properly supported during conveyance without requiring the expansion cone to bear the load, thereby preventing premature expansion and enabling longer liner lengths.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A support mandrel with latching members acts as an intermediary between the conveyance string and the liner. This intermediary component provides a dedicated support structure that can carry the liner weight during running operations, transferring the load away from the expansion cone and preventing premature expansion while enabling the conveyance of longer, heavier liners.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If the liner weight is supported on the expansion cone face, then the liner can be carried downhole, but the increased tubular pressure causes premature expansion and potential damage

Engineering Contradiction:
Improveliner conveyanceVSAvoidtubular pressure
Core Design Contradiction:
Ease of operationVSStress or pressure

Solution Approach 1:

The system segments the load-bearing function from the expansion function. The support mandrel with latching members handles the conveyance and weight support, while the expansion cone is reserved solely for the expansion operation. This segmentation eliminates the need for the expansion cone to support liner weight, thereby reducing tubular pressure and preventing premature expansion.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The support mandrel serves as an intermediary load-bearing component that transfers the liner weight away from the expansion cone during conveyance. This intermediary structure enables easy liner conveyance while maintaining low tubular pressure on the expansion cone, preventing premature expansion and potential damage.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Area of stationary object

If the liner is expanded into contact with the existing casing, then the wellbore diameter is increased, but the inner diameter of the casing string is restricted which limits hydrocarbon production volume

Engineering Contradiction:
Improvewellbore diameterVSAvoidhydrocarbon production volume
Core Design Contradiction:
Area of stationary objectVSVolume of stationary object

Solution Approach 1:

The liner diameter is changed as a variable parameter through the expansion process. The liner is conveyed at a smaller diameter to fit within the existing casing, then expanded in-place to the desired larger diameter. This parameter change enables the wellbore diameter to be increased for better production capacity while the liner initially fits within the restricted casing inner diameter during conveyance.

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

Enables the reliable running and expansion of longer and heavier liners without exceeding the internal pressure rating of the liner or its connections, allowing for increased wellbore diameter and improved hydrocarbon production.

Implementation Method 1

the release sleeve is axially movable relative to the tubular body to allow the latching member to disengage from the liner

Methodology Applied
Scientific EffectAxial movement: Displacement

Implementation Method 2

the second string of casing is then expanded into contact with the existing first string of casing with an expander tool

Methodology Applied
Scientific EffectRadial expansion: Deformation

Implementation Method 3

By rotating the expander tool in the wellbore and/or moving the expander tool axially in the wellbore with the expansion member actuated, a tubular can be expanded into plastic deformation along a predetermined length in a wellbore

Methodology Applied
Scientific EffectPlastic deformation: Plasticity

Implementation Method 4

The hydraulic expander tool includes radially expandable members which, through fluid pressure, are urged outward radially from the body of the expander tool and into contact with the second casing string therearound

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 5

As sufficient pressure is generated on a piston surface behind these expansion members, the second casing string being acted upon by the expansion tool is expanded

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Data Source

PatentUS9206674B2Apparatus and methods of running an expandable liner
Publication Date: 2015.12.08 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • US9206674B2 patent drawing
  • US9206674B2 patent drawing
  • US9206674B2 patent drawing

AI summary

An apparatus for carrying and releasing a liner downhole includes a tubular body; a latching member attached to the tubular body for coupling with the liner; and a release sleeve disposed between the tubular body and the latching member, wherein the release sleeve is axially movable relative to the tubular body to allow the latching member to disengage from the liner.