Overshot Assembly Latching Mechanism Angular Engagement

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Solution Overview

Problem

Conventional overshot assemblies for drilling operations face challenges with material quality, ease of installation, reliability, and corrosion resistance, particularly in achieving proper engagement over a wide range of angular orientations.

Innovation Solution

The overshot assembly features a distal body portion, spindle, and latching assembly, with a sleeve subassembly that can rotate between locked and unlocked positions, allowing for axial advancement and independent movement of components, enhancing engagement reliability and reducing corrosion through robust materials and simplified assembly.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If conventional casting process is used to manufacture spearheads and locking dogs, then manufacturing cost is reduced, but material quality and wear resistance deteriorate

Engineering Contradiction:
Improvemanufacturing costVSAvoidmaterial quality and wear resistance
Core Design Contradiction:
Ease of manufactureVSStrength

Solution Approach 1:

The patent changes the manufacturing method from casting to machining, fundamentally altering the production parameter to achieve superior material quality and wear resistance while accepting increased manufacturing complexity and cost

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The invention replaces expensive, durable machined components with cheaper, disposable cast components (spearheads and locking dogs), accepting reduced longevity and wear resistance in exchange for significant cost reduction and manufacturing simplicity

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

2Device complexity

If conventional spearheads and locking dogs are designed, then manufacturing simplicity is maintained, but engagement reliability deteriorates due to narrow orientation range

Engineering Contradiction:
Improvedesign simplicityVSAvoidengagement reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The patent introduces dynamic adjustment capability to the locking dog through a cam mechanism, allowing it to adapt its orientation and geometry to match the spearhead across a wide range of angular orientations, thereby achieving reliable engagement without increasing overall design complexity

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The locking dog is segmented into multiple components including the cam mechanism, allowing independent adjustment of different parts to achieve proper engagement geometry across varying orientations while maintaining manufacturing simplicity

Inventive Principle:
Principle #1Segmentation

3Reliability

If recent overshot assemblies are designed to address material quality and engagement issues, then reliability improves, but device complexity and difficulty of installation increase

Engineering Contradiction:
Improveengagement reliabilityVSAvoidnumber of parts
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges the adjustment mechanism and locking components into an integrated assembly that maintains high reliability through proven design elements while reducing the overall number of discrete parts and simplifying installation procedures

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The locking dog design incorporates multi-functional elements that perform both locking and alignment functions simultaneously, reducing the need for separate adjustment components and thereby decreasing overall device complexity while maintaining engagement reliability

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

4Ease of operation

If conventional overshot assemblies are used, then ease of installation is maintained, but corrosion resistance deteriorates

Engineering Contradiction:
Improveease of installationVSAvoidcorrosion resistance
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The patent employs composite material construction or protective coatings on the overshot assembly components, combining corrosion-resistant materials with the existing design to maintain ease of installation while significantly improving resistance to corrosive environments

Inventive Principle:
Principle #40Composite materials

Data Source

PatentUS11268340B2Overshot assembly and systems and methods of using same
Publication Date: 2022.03.08 BOART LONGYEAR MANUFACTURING & DISTRIBUTION INC
  • US11268340B2 patent drawing
  • US11268340B2 patent drawing
  • US11268340B2 patent drawing

AI summary

An overshot assembly for operative coupling to a wireline and a head assembly within a drilling system. The overshot assembly has a proximal body portion, a distal body portion, and a spindle received within the distal body portion. The distal body portion is moveable axially relative to the spindle to effect movement of a latching assembly about and between a deployed position in which the latching assembly extends radially outwardly from the distal body portion and a retracted position in which the latching assembly is received within the distal body portion.