Releasable Ratchet Device with Slit Locking Ring

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Solution Overview

Problem

Conventional ratchet devices used in oil and gas well tools can only allow movement in one direction and cannot be easily reversed or reset without removing the tool from the well, limiting their functionality and efficiency.

Innovation Solution

A releasable ratchet device design that includes a mandrel with a grooved area and a locking device with a cylindrical locking ring and a releasing mechanism, allowing bidirectional movement by expanding the locking ring's slit to disengage the locking grooves, enabling the device to switch between locked and released states multiple times without removing the tool from the well.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a conventional ratchet device is used to allow unidirectional movement, then the locking function is reliable, but the device cannot be easily reversed or reset without removing it from the well

Engineering Contradiction:
ImproveAbility to cycle between locked and released statesVSAvoidDifficulty to reset the device
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The locking ring is designed with a slit that allows it to expand radially when force is applied, transitioning from a locked state to a released state. This dynamic transformation enables the device to be reset without removal from the well, solving the contradiction between reliable locking and ease of resetting.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The device changes the radial dimension of the locking ring by expanding the slit to disengage locking grooves. This parameter change allows the locking ring to transition between engaged and disengaged states, enabling repeated cycling without removing the tool from the well.

Inventive Principle:
Principle #35Parameter changes

2Strength

If the locking ring is made rigid to ensure strong locking, then the locking strength is high, but the device cannot be released or reset

Engineering Contradiction:
ImproveLocking strengthVSAvoidAbility to release and reset
Core Design Contradiction:
StrengthVSAdaptability or versatility

Solution Approach 1:

The locking ring is segmented by introducing a slit, which divides the continuous ring structure. This segmentation allows the ring to expand radially when force is applied to the locking surfaces, enabling release while maintaining structural integrity for strong locking when engaged.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking ring transitions from a rigid locked state to a flexible released state through controlled expansion of the slit. This dynamic behavior allows the ring to maintain strength during locking while enabling release when needed, resolving the contradiction between locking strength and reset capability.

Inventive Principle:
Principle #15Dynamics

3Adaptability or versatility

If the ratchet device is designed for simple unidirectional locking, then the device complexity is low, but the functionality is limited to single-use operations

Engineering Contradiction:
ImproveRepeated cycling capabilityVSAvoidStructure complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The addition of a slit to the locking ring creates segments that can move relative to each other, enabling the release mechanism. This simple segmentation adds repeated cycling capability without significantly increasing overall device complexity.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking ring serves multiple functions: it provides strong locking when engaged, enables release through expansion, and allows repeated cycling. This multi-functionality increases adaptability while maintaining relatively simple device structure.

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

Data Source

PatentEP3227523B1Releasable ratchet device
Publication Date: 2023.02.22 INTERWELL TECH
  • EP3227523B1 patent drawingFigure 1
  • EP3227523B1 patent drawingFigure 2
  • EP3227523B1 patent drawingFigure 3~4

AI summary

Releasable ratchet device (1), comprising a mandrel device (10) with a grooved area (11) and a locking device (20) comprising locking grooves (21) configured to be engaged with the grooved area (11) of the mandrel device (10). The releasable ratchet device (1) may be configured to be in a locked state, in which axial movement between the mandrel device (10) and the locking device (20) is allowed in a first direction (A) when the locking device (20) is engaged with the mandrel device (10) and movement between the mandrel device (10) and the locking device (20) is prevented in a second direction (B) opposite of the first direction (A) when the locking device (10) is engaged with the mandrel device (20). The releasable ratchet device (1) further comprises a releasing device (30) configured to bring the releasable ratchet device (1) to a released state, in which axial movement between the mandrel device (10) and the locking device (20) is allowed in both the first direction (A) and the second direction (B).