Movable Core Shear Component for Downhole Tool Retention

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Shear components used in downhole tools lack selective strengthening mechanisms to prevent premature failure under varying conditions, leading to potential unintentional release and loss of control during operations.

Innovation Solution

A shear component design featuring a core that shifts between aligned and non-aligned positions with a shear plane, providing enhanced strength when aligned and reduced failure force when non-aligned, allowing for selective strengthening based on core location, facilitated by a compressive member and corrodible material to manage alignment and failure.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a traditional shear component is used without selective strengthening, then the device complexity is reduced, but the reliability deteriorates due to risk of premature failure under varying conditions

Engineering Contradiction:
ImprovereliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The shear component is divided into a body and a separate core element that can move independently within the body. The core is segmented from the body structure, allowing it to be positioned selectively to provide strengthening at the shear plane only when needed, rather than requiring the entire component to be complex and heavy-duty throughout.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The core element is made movable within the body cavity, transitioning between a first position where it strengthens the shear plane and a second position where it does not. This dynamic repositioning capability allows the shear component to adapt its strength characteristics based on operational conditions, resolving the contradiction between reliability and complexity.

Inventive Principle:
Principle #15Dynamics

2Adaptability or versatility

If a shear component with fixed strength is used, then the manufacturing precision requirements are reduced, but the adaptability deteriorates due to inability to prevent premature failure under varying conditions

Engineering Contradiction:
ImproveadaptabilityVSAvoidmanufacturing precision
Core Design Contradiction:
Adaptability or versatilityVSManufacturing precision

Solution Approach 1:

The movable core element provides dynamic adaptability, allowing the shear component to adjust its effective strength based on operational conditions. The core can be repositioned between a first position (providing strengthening) and a second position (not providing strengthening), enabling the same component to adapt to varying load conditions without requiring multiple precision-manufactured components.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The shear strength parameter of the component can be changed by repositioning the core element. When the core is in the first position, the shear strength is increased; when in the second position, the shear strength is reduced. This parameter change capability provides adaptability to varying operational conditions without requiring high manufacturing precision for multiple components.

Inventive Principle:
Principle #35Parameter changes

3Strength

If the core is always in alignment with the shear plane, then the strength is increased, but the ease of operation deteriorates due to inability to release when needed

Engineering Contradiction:
ImprovestrengthVSAvoidease of operation
Core Design Contradiction:
StrengthVSEase of operation

Solution Approach 1:

The core element's position is made dynamic rather than fixed. It can be positioned in the first location to provide strengthening when high strength is needed, and repositioned to the second location when release is required. This dynamic positioning resolves the contradiction by allowing the operator to adjust the core position based on operational needs, making the component both strong when needed and easily operable when release is required.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The shear component can be designed with mechanisms (such as corrodible members or compressive members as mentioned in the summary) that allow the core to reposition itself automatically in response to environmental conditions or operational stimuli, reducing the need for manual intervention and improving ease of operation while maintaining strength when needed.

Inventive Principle:
Principle #25Self-service

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 shear component ensures reliable retention of downhole tools until a controlled stimulus triggers release, enhancing operational safety and precision by managing shear strength dynamically.

Implementation Method 1

a core disposed within the cavity and in sliding engagement with the inner wall surface of the body

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

facilitated by a compressive member and corrodible material to manage alignment and failure

Methodology Applied
Scientific EffectCorrosion: Crevice Corrosion

Data Source

PatentUS8967279B2Reinforced shear components and methods of using same
Publication Date: 2015.03.03 BAKER HUGHES CO
  • US8967279B2 patent drawing
  • US8967279B2 patent drawing
  • US8967279B2 patent drawing

AI summary

A shear component for releasably securing a first component to a second component, the shear component comprising a body having a first end, a second end, an outer wall surface, an inner wall surface defining a cavity, a shear plane, and a core disposed within the cavity and in sliding engagement with the inner wall surface of the body. The core comprises a first position in which the core is disposed in alignment with the shear plane, and a second position in which the core is disposed out of alignment with the shear plane. The shear component can be included in a downhole tool to maintain the downhole tool in the run-in or initial position until being compromised by a stimulus.