Self-Adjusting Slips for Downhole Anchoring Stability

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Solution Overview

Problem

The existing anchoring mechanisms for whipstocks in wellbores struggle to maintain a secure hold due to variations in the inner diameter of the casing, which can lead to instability during the formation of lateral wellbores and sidetracking operations.

Innovation Solution

The development of self-adjusting slips with wickers that can rotate and center themselves within pockets, allowing for adjustable contact with the tubular wall, ensuring secure anchoring regardless of the inner diameter, through a mechanism involving a shearable member and biasing spring for setting and a ramp-shaped portion for adjustment.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If fixed slips are used for anchoring, then the structure is simple, but the anchoring reliability deteriorates due to variations in casing inner diameter

Engineering Contradiction:
Improveanchoring reliabilityVSAvoidslip structure complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The slip is designed with a rotatable body that can dynamically adjust its orientation relative to the anchor assembly. The slip body rotates about a longitudinal axis to align with the casing wall, transforming from a static fixed structure to a dynamic self-adjusting mechanism. This rotational capability allows the slip to adapt to varying casing inner diameters and maintain reliable anchoring.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The slip incorporates self-centering members that automatically position the slip body in the correct orientation without external intervention. When the slip comes into contact with the casing wall, the self-centering mechanism causes the slip body to rotate and align itself, enabling the slip to self-adjust and maintain stable anchoring regardless of casing diameter variations.

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If the slip body is fixed in the anchor assembly, then the device complexity is low, but the adaptability to varying casing diameters deteriorates

Engineering Contradiction:
Improveadaptability to casing diameter variationsVSAvoidslip mechanism complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The slip body is designed to rotate dynamically about its longitudinal axis, transforming from a fixed static component to a movable adaptive element. This rotational movement enables the slip to adjust its position and orientation to match varying casing inner diameters, significantly improving adaptability while adding only moderate mechanical complexity through the rotation mechanism.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The self-centering members provide automatic positioning functionality, allowing the slip body to self-adjust its orientation when contacting the casing wall. This self-service mechanism eliminates the need for complex external adjustment systems while achieving high adaptability to different casing diameters through automatic self-alignment.

Inventive Principle:
Principle #25Self-service

3Area of stationary object

If the slip cannot rotate, then the structure is simple, but the surface contact with the tubular wall is insufficient

Engineering Contradiction:
Improvesurface contact areaVSAvoidslip rotation mechanism complexity
Core Design Contradiction:
Area of stationary objectVSDevice complexity

Solution Approach 1:

The slip body is designed to rotate about its longitudinal axis, dynamically increasing the surface area in contact with the casing wall. This rotational movement allows different portions of the slip body to engage with the tubular wall, effectively increasing the total contact area and improving anchoring stability without requiring a significantly complex rotation mechanism.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The self-centering members automatically orient the rotating slip body to maximize surface contact with the casing wall. This self-service orientation mechanism ensures optimal contact area is achieved automatically when the slip engages with the tubular, eliminating the need for complex control systems while maximizing the contact surface area.

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 self-adjusting slips effectively maintain a stable anchor position across varying casing diameters, ensuring reliable formation of lateral wellbores and sidetracking operations by increasing surface contact and wedging effect, thereby preventing unwanted migration of materials.

Implementation Method 1

a biasing spring positioned between the upper and lower portions and configured to bias the lower portion toward the tubular

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

a shearable member positioned between the upper and lower portions and configured to fail and allow movement of the lower portion away from the upper portion

Methodology Applied
Scientific EffectShear stress: Shear Stress

Implementation Method 3

The self-adjusting slips effectively maintain a stable anchor position across varying casing diameters, ensuring reliable formation of lateral wellbores and sidetracking operations by increasing surface contact and wedging effect

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 4

a ramp-shaped portion for adjustment

Methodology Applied
Scientific EffectMechanical advantage: Mechanical Advantage

Data Source

PatentUS10718173B2Self-adjusting slips
Publication Date: 2020.07.21 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • US10718173B2 patent drawing
  • US10718173B2 patent drawing
  • US10718173B2 patent drawing

AI summary

A method and apparatus for an anchor for use downhole. In one embodiment, the anchor includes an upper portion and a lower portion. In a run-in position, the anchor has a smaller outer diameter and in a set position, the anchor has a larger outer diameter. A slip assembly includes at least one slip, the slip having a longitudinal axis parallel to the longitudinal axis of the anchor and rotatable relative to the anchor along its longitudinal axis.