Self-Aligning Thread Protector Drive for Wellbore Tubulars

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Solution Overview

Problem

There is a need for reliable protection of downhole tools during storage and transport to prevent damage from impact, wear, heat, and other environmental factors, as existing technologies do not adequately address the preservation of tubular equipment during these phases.

Innovation Solution

A thread protection system comprising a thread protector and an alignable drive tool, where the thread protector has an insert portion and a drive portion with a central cavity and radial pockets, and the alignable drive tool includes a self-aligning bit with a central hub and radially disposed fingers, allowing for secure and efficient connection and disconnection of the thread protector to the tubular, facilitating protection and easy installation/removal.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a thread protector is used to protect downhole tools during storage and transport, then protection against impact, wear, heat and environmental factors is improved, but installation and removal time increases due to the need for secure connection

Engineering Contradiction:
Improveprotection reliabilityVSAvoidinstallation and removal time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The drive portion incorporates a dynamic self-aligning mechanism where the bit can rotate and adjust its position during insertion. The tapered fingers and corresponding slots allow the bit to dynamically find its correct alignment position, eliminating the need for precise manual alignment and reducing installation time while maintaining secure connection.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The self-aligning bit is pre-configured with tapered fingers that automatically engage with the slots in the drive portion. This preliminary arrangement ensures that as soon as the bit is inserted, the alignment and engagement processes begin immediately, reducing the overall installation time while ensuring reliable protection.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If a complex alignment mechanism is added to the drive tool, then ease of operation is improved through self-alignment, but device complexity increases

Engineering Contradiction:
Improvealignment easeVSAvoiddrive tool complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The drive portion uses asymmetric tapered fingers that match corresponding asymmetric slots. This asymmetric design creates a self-aligning mechanism where the geometry itself guides the bit into the correct position, providing ease of operation without requiring complex active alignment systems or multiple adjustment components.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The self-aligning bit performs its own alignment function through its inherent geometry. The tapered fingers automatically find and engage with the slots in the drive portion without external assistance, making the system self-servicing and eliminating the need for additional complex alignment mechanisms.

Inventive Principle:
Principle #25Self-service

3Manufacturing precision

If multiple fingers with tapered tips are used in the self-aligning bit, then alignment precision is improved, but manufacturing complexity increases

Engineering Contradiction:
Improvealignment precisionVSAvoidmanufacturing ease
Core Design Contradiction:
Manufacturing precisionVSEase of manufacture

Solution Approach 1:

The self-aligning bit is segmented into multiple fingers with tapered tips instead of a single solid structure. This segmentation allows each finger to independently engage with corresponding slots, providing precise alignment through the cumulative effect of multiple contact points while keeping each individual finger simple to manufacture.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The tapered tips of the fingers use curved surfaces rather than flat or angular geometries. This curvature allows for smooth self-alignment as the bit is inserted, with the rounded surfaces naturally guiding the fingers into their correct positions within the slots, achieving high alignment precision through simple curved surfaces that are easy to manufacture.

Inventive Principle:
Principle #14Spheroidality (Curvature)

Data Source

PatentUS20240191827A1Wireline thread protection system with self-aligning bit and method of using same
Publication Date: 2024.06.13 GR ENERGY SERVICES MANAGEMENT LP
  • US20240191827A1 patent drawing
  • US20240191827A1 patent drawing
  • US20240191827A1 patent drawing

AI summary

A thread protection system for a wellbore tubular includes a thread protector and a self-aligning bit. The thread protector has an insert portion at one end and a drive portion at an opposite end. The insert portion is engageable with an end of the wellbore tubular. The drive portion has a central cavity axially positioned about the thread protector and a plurality of pockets radially disposed about the central cavity. The self-aligning bit includes a platform with a central hub and a plurality of fingers extending perpendicularly from a driven side of the platform. The fingers are radially disposed about the central hub. The central hub is slidingly receivable in the central cavity. Each finger has a tapered tip slidingly receivable into the plurality of pockets. The self-aligning bit is rotationally drivable by a driver whereby the thread protector is removably connectable to the wellbore tubular.