Downhole Tool Retrieval Sleeve Mechanism

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing retrieval mechanisms for downhole tools face challenges due to access issues and debris obstruction, which hinder the reliable release of trapped energy for retrieval.

Innovation Solution

A setting and retrieval mechanism comprising a mandrel, a body lock ring, and a setting and retrieval sleeve with an engagement member support region and release region, allowing for the application of a tensile force to disengage the engagement member from the body lock ring, thereby releasing captured energy in the downhole tool.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional retrieval mechanisms are used, then retrieval function is provided, but access is blocked by other tools or debris

Engineering Contradiction:
Improveretrieval reliabilityVSAvoidaccess to retrieval apparatus
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The retrieval mechanism is designed to be self-actuating through a tensile force applied to the retrieval sleeve. The engagement member automatically disengages from the body lock ring when the sleeve is pulled, eliminating the need for manual intervention or access to protected areas. The system serves itself by converting the retrieval force directly into the disengagement action.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The retrieval mechanism is divided into distinct functional segments: the retrieval sleeve, the engagement member, and the body lock ring. This segmentation allows the engagement member to be positioned in a release region that is accessible from outside the tool, while the locking function remains protected. The separated design enables independent optimization of each component's function and position.

Inventive Principle:
Principle #1Segmentation

2Reliability

If engagement member is protected during setting, then reliable locking is achieved, but access for retrieval is obstructed

Engineering Contradiction:
Improvelocking reliabilityVSAvoidaccess to engagement member
Core Design Contradiction:
ReliabilityVSDifficulty of detecting and measuring

Solution Approach 1:

The mechanism utilizes dimensional separation by positioning the engagement member in a release region that is radially outward and axially displaced from the protected setting region. This spatial reconfiguration in multiple dimensions allows the engagement member to be accessible for retrieval operations while maintaining its protected position during the setting operation. The release region is designed to be accessible from outside the tool assembly.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Ease of operation

If tensile force is applied to retrieval sleeve, then engagement member disengages, but trapped energy must be sufficiently high

Engineering Contradiction:
Improveretrieval activationVSAvoidtensile force requirement
Core Design Contradiction:
Ease of operationVSForce

Solution Approach 1:

The engagement member is designed with dynamic characteristics that allow it to transition from a locked state to a disengaged state in response to applied tensile force. The wickers (teeth) on the engagement member are configured with specific angles and geometries that create a mechanical advantage, allowing the engagement member to remain stable during setting but to disengage readily when pulled. This dynamic design reduces the force required for retrieval compared to a static locking mechanism.

Inventive Principle:
Principle #15Dynamics

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

Facilitates reliable and efficient release of trapped energy in downhole tools, enhancing retrieval operations by providing a mechanism that overcomes access and debris-related obstacles.

Implementation Method 1

placing a tensile force on the setting and retrieval sleeve, disengaging the engagement member from the body lock ring under the impetus of the tensile force

Methodology Applied
Scientific EffectTensile force: Tension

Data Source

PatentUS11732536B2Setting and retrieval mechanism
Publication Date: 2023.08.22 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11732536B2 patent drawing
  • US11732536B2 patent drawing
  • US11732536B2 patent drawing

AI summary

A setting and retrieval mechanism for a well tool including a mandrel, a body lock ring disposed on the mandrel, a body lock ring engagement member engaged and disengagable with the body lock ring, and a setting load and retrieval sleeve disposed on the mandrel and having an engagement member support region and an engagement member release region. A method for retrieving a downhole tool including moving a setting and retrieval sleeve to position an engagement member release region of the setting and retrieval tool to allow disengagement of an engagement member with a body lock ring, placing a tensile force on the setting and retrieval sleeve, disengaging the engagement sleeve from the body lock ring under the impetus of the tensile force on the setting and retrieval sleeve, and releasing captured energy in the downhole tool by the disengaging and the tensile force on the setting and retrieval sleeve.