Lockable Overshot Assembly Lifting Dog Safety Mechanism

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Solution Overview

Problem

Existing overshot assemblies in wireline spearhead systems lack a reliable mechanism to prevent accidental disengagement of spearhead points, posing safety risks and equipment loss during retrieval operations in downhole drilling.

Innovation Solution

A lockable overshot assembly with a manually adjustable locking arrangement at the head region, featuring a pin and detent mechanism that locks the lifting dogs in a latched position and allows release when necessary, ensuring the spearhead point is securely engaged and preventing unintentional disengagement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a locking arrangement is added to prevent accidental disengagement, then safety and reliability are improved, but device complexity increases

Engineering Contradiction:
ImprovesafetyVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking arrangement is nested within the existing overshot assembly structure. The pin integrates with the body and engages with the lifting dogs through recesses and protrusions, embedding the locking function within the existing geometric framework rather than adding external components.

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The locking mechanism is self-actuating through spring biasing. The spring automatically pushes the pin into the locked position when lifting dogs engage the spearhead point, and the detent arrangement with ball and recesses automatically maintains the locked state without requiring external intervention or complex control systems.

Inventive Principle:
Principle #25Self-service

2Reliability

If a locking arrangement is added to prevent accidental disengagement, then reliability is improved, but ease of operation deteriorates

Engineering Contradiction:
ImprovesafetyVSAvoidease of operation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The pin is made movable and extractable from the body, allowing operators to manually remove it to unlock the lifting dogs when intentional release is required. This extraction capability provides simple manual control while maintaining automatic locking during normal operation.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The pin transitions between fixed locked positions and movable unlocked states. The detent arrangement allows the pin to be dynamically positioned in locked recesses or moved to unlock, providing flexible operational control while maintaining reliable locking during retrieval operations.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If the lifting dogs are designed to pivot freely for easy engagement, then ease of operation is improved, but reliability deteriorates due to accidental release risk

Engineering Contradiction:
Improveease of operationVSAvoidsafety
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The spring is pre-loaded to bias the pin into the locked position before engagement is complete. The detent arrangement with ball and recesses is pre-configured to automatically engage and lock the lifting dogs in their engaged state, preventing accidental release before the operator intends to unlock.

Inventive Principle:
Principle #10Preliminary action

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 provides a safe and reliable mechanism to prevent accidental release of spearhead points, enhancing operator safety and equipment security during retrieval operations by ensuring the spearhead point remains locked until intentionally released.

Implementation Method 1

A spring is disposed between the second opposite ends of the lifting dogs for biasing the first ends toward each other to a capture position where a spearhead point can be caught. The bias of the spring holds the first ends of the lifting dogs together about a caught spearhead point.

Methodology Applied
Scientific EffectSpring: Spring

Data Source

PatentUS9982501B2Safety latch for a downhole tool
Publication Date: 2018.05.29 SANDVIK INTELLECTUAL PROPERTY AB
  • US9982501B2 patent drawing
  • US9982501B2 patent drawing
  • US9982501B2 patent drawing

AI summary

A lockable overshot assembly for use in a wireline spearhead system for lowering and retrieving inner tube assemblies and other tools and equipment from a downhole location includes a pair of lifting dogs pivotally mounted to an overshot head on the lockable overshot assembly and configured for latching a spearhead. A locking arrangement is mounted into the elongated body and engagable within the lifting dogs, such that in a locked state the lifting dogs are in latched position and in an unlocked state, allows the lifting dogs to move to the release position. The locking arrangement is a pin, which can be moved laterally to be between the latching dogs to prevent them moving to the release position.