Self-Retaining Shear Pin for Downhole Tubular Separation

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Solution Overview

Problem

Existing shear pin tools used to connect downhole tubulars in wellbores do not effectively retain separated parts under high axial loading, which can lead to equipment malfunction due to debris entering downhole equipment.

Innovation Solution

A self-retaining shear pin tool design that includes a cap and a shear pin with swage dies, which expands and locks into the tubular aperture upon axial loading, preventing the separated parts from falling or moving freely.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If existing shear pin tools are used to connect downhole tubulars, then the tubulars can be connected and separated under axial loading, but the separated parts of the shear pin tool fall into downhole equipment causing equipment malfunction

Engineering Contradiction:
Improveequipment reliabilityVSAvoiddebris entering downhole equipment
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

The harmful parts (separated shear pin tool components) are extracted from the downhole environment by designing them to remain in the tubular aperture after separation, preventing them from entering and damaging downhole equipment

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The tubular aperture serves as an intermediary containment space that captures and retains the separated shear pin tool parts, acting as a barrier between the separation zone and the downhole equipment

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If additional retention mechanisms are added to prevent shear pin parts from falling, then equipment malfunction is prevented, but device complexity increases

Engineering Contradiction:
Improveretention reliabilityVSAvoidretention mechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The shear pin tool design enables self-retention through the dimensional change of its body under axial loading, which automatically locks the components in place without requiring external retention mechanisms

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The body of the shear pin tool undergoes dimensional changes under axial loading that transform its geometry to create a locking effect, retaining the separated parts within the tubular aperture

Inventive Principle:
Principle #35Parameter changes

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-retaining shear pin tool effectively separates downhole tubulars while retaining tool parts, preventing equipment malfunction and reducing the need for additional retention mechanisms, thus simplifying design and operation.

Implementation Method 1

Upon application of the force, the swage die causes the body portion of the shear pin to expand and to change dimension. The dimensional change of the body locks the shear pin into the aperture of the tubular

Methodology Applied
Scientific EffectPlastic deformation: Plasticity

Data Source

PatentEP4352334B1Connecting tubulars in a wellbore
Publication Date: 2025.05.14 SAUDI ARABIAN OIL CO
  • EP4352334B1 patent drawingFigure 1~2
  • EP4352334B1 patent drawingFigure 3A
  • EP4352334B1 patent drawingFigure 3B

AI summary

A self-retaining shear pin tool and methods for connecting downhole tubulars in a wellbore are disclosed. The self-retaining shear pin tool includes a cap having an inner side and an outer side opposite the inner side, the cap defining a first recess formed in the inner side of the cap, the first recess of the cap having a cylindrical portion and a frustoconical portion extending from the cylindrical portion towards the outer side of the cap, and a shear pin disposed partially in the first recess of the cap and extending out of the first recess of the cap. The shear pin includes a body, a first recess extending inward from a first end of the body, a second recess extending inward from a second end of the body, a first swage, and a second swage die.