Rotating Tool Linear Motion Conversion Oil Well

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Solution Overview

Problem

Current rotating tools for oil well-bore applications fail to effectively convert linear motion of coil tubing into controlled rotation, leading to unintentional activation of tools and inadequate jarring effects for freeing stuck equipment.

Innovation Solution

A rotating tool with a sliding assembly and tubular gear system that converts linear motion into rotational motion, using adjustable screws to engage with helical grooves on a shaft, allowing for controlled rotation of the housing assembly and target equipment, with a mechanism to prevent axial movement of the tubular gear and ensure rotation in one direction.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the rotating tool is designed to convert linear motion into rotation freely, then the rotation for operating overshot and freeing equipment is achieved, but the tool rotates too freely causing unintentional activation and inadequate control

Engineering Contradiction:
Improverotation controlVSAvoidunintentional activation
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent implements a dynamic constraint system where the degree of freedom of the rotating tool is selectively controlled. The tool transitions between constrained and unconstrained states based on operational needs, allowing controlled rotation when required while preventing unintentional activation during other phases. This is achieved through a mechanism that dynamically adjusts the mechanical constraints on the tool's rotation.

Inventive Principle:
Principle #15Dynamics

2Adaptability or versatility

If the rotating tool is designed with loose rotation, then operation flexibility is improved, but the jarring effect for freeing stuck equipment is insufficient

Engineering Contradiction:
Improveoperation flexibilityVSAvoidjarring effect
Core Design Contradiction:
Adaptability or versatilityVSForce

Solution Approach 1:

The patent applies preliminary constraint to the rotating tool before the jarring operation is needed. By pre-positioning the tool in a constrained state with accumulated potential energy, the system prepares for the subsequent release that generates the powerful jarring effect. The constraint mechanism stores energy that is suddenly released to create the necessary force for freeing stuck equipment.

Inventive Principle:
Principle #9Preliminary anti-action

3Reliability

If the rotating tool is constrained to prevent free rotation, then unintentional activation is reduced, but the ability to operate overshot jaws and free equipment is compromised

Engineering Contradiction:
Improveunintentional activation preventionVSAvoidovershot operation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent implements a dynamic constraint system where the degree of freedom of the rotating tool is selectively controlled. The tool transitions between constrained and unconstrained states based on operational needs, allowing controlled rotation when required while preventing unintentional activation during other phases. This is achieved through a mechanism that dynamically adjusts the mechanical constraints on the tool's rotation.

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

The tool efficiently converts linear motion into controlled rotation, allowing for precise operation of overshot jaws and effective dislodging of stuck equipment, reducing the risk of unintentional tool activation and enhancing the jarring effect for freeing stuck equipment.

Implementation Method 1

Linear displacement of the shaft in one direction is converted into rotational motion in a first rotational direction through a tubular gear

Methodology Applied
Scientific EffectHelical gear mechanism: Gear

Implementation Method 2

Adjusting the extent to which the adjustable screws extend into the grooves can be used to exert varying degrees of pressure by the adjustable screws on the bottom of the grooves, and thereby varying the force required to make the tubular gear travel along the helical grooves

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 3

One end of the tubular gear includes a second set of multiple axially-extending gear teeth which mate with the corresponding first set of axially-extending gear teeth of the lower-sub, but permit rotation in one direction only

Methodology Applied
Scientific EffectGear engagement: Gear

Data Source

PatentUS10221644B2Rotating tool
Publication Date: 2019.03.05 SWINFORD JASON
  • US10221644B2 patent drawing
  • US10221644B2 patent drawing
  • US10221644B2 patent drawing

AI summary

Disclosed is a rotating tool for inducing rotation, e.g., for activating and operating coil tubing tools for fishing target equipment in a bore casing of an oil well-bore. The rotating tool is connected with an end of coiled tubing reeled into the oil well-bore, and its other end is connected to a target equipment on which rotation is to be induced. The rotating tool converts linear motion in a first direction of the coiled tubing into rotation, and the rotation hence produced operates a coil tubing tool e.g., opening/closing jaws on an overshot. The rotating tool includes adjustable screws which allow the rotation resistance to be adjusted.