Liner Running Tool Hydraulic Mechanical Release Mechanism

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Solution Overview

Problem

Conventional running tools for liners in boreholes, especially in longer and more tortuous boreholes, are inadequate for effectively running liners to depth and releasing them efficiently.

Innovation Solution

A running tool comprising a mandrel with a thread engager, a support that shifts between supporting and unsupporting positions, and a torque dog sub with a lock dog and hydraulic sleeve, enabling both hydraulic and mechanical release mechanisms for secure engagement and disengagement of liners in boreholes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional running tools are used in longer and more tortuous boreholes, then the tool structure becomes inadequate, but increasing tool complexity may reduce reliability

Engineering Contradiction:
Improvereliability of liner running and releasingVSAvoidcomplexity of running tool structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The running tool is divided into distinct functional segments: a thread engager component for gripping the liner, a support component for positioning, and a torque dog sub for rotational control. Each segment performs a specific function, allowing the overall system to handle complex borehole conditions while maintaining manageable complexity through modular design

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The support component is designed to dynamically shift between supporting and unsupporting positions, enabling the tool to adapt to different operational phases. This dynamic capability allows reliable liner running and releasing without requiring a permanently complex structure, as the tool only activates additional functions when needed

Inventive Principle:
Principle #15Dynamics

2Strength

If a robust running tool with multiple components is used, then weight-bearing and torque transfer capabilities improve, but the ease of operation decreases

Engineering Contradiction:
Improveweight-bearing and torque transfer capabilityVSAvoidease of liner release operation
Core Design Contradiction:
StrengthVSEase of operation

Solution Approach 1:

The tool incorporates both hydraulic and mechanical release mechanisms. The hydraulic system automates the release process by actuating the support to shift positions, replacing manual mechanical operations. This substitution maintains robust structural capabilities while significantly improving ease of operation, as the release can be triggered remotely without complex manual manipulation

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The torque dog sub includes self-locking and self-releasing features where the lock dog automatically engages with the liner and can be released through the hydraulic actuation of the support. The system serves itself by using the same structural components for both load-bearing and release functions, eliminating the need for separate release mechanisms and simplifying operation

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS11927081B2Liner running tool, method, and system
Publication Date: 2024.03.12 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11927081B2 patent drawing
  • US11927081B2 patent drawing
  • US11927081B2 patent drawing

AI summary

A running tool which includes a mandrel, a thread engager disposed upon the mandrel, a support supporting the thread engager in a first position and unsupporting the thread engager in a second position, and a torque dog sub including a torque dog, a lock dog, and lock dog sleeve disposed on the mandrel. A liner system which includes a liner system component, a running tool engaged with the liner component. A borehole system including a borehole in a subsurface formation, and a liner system in the borehole. A method for releasing a liner including pressuring up on the running tool, shifting the lock dog sleeve, and slacking weight to shift the support. A method for releasing a liner including applying neutral set down weight to the running tool, rotating the support, slacking weight to shift the support, and moving the tool out of engagement with the liner.