Shape Memory Alloy Rope Socket for Downhole Tool Attachment

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing attachment mechanisms for downhole tools in hydrocarbon recovery operations often damage the conveyance lines or cause localized stress, leading to mechanical damage, bends, kinks, and increased likelihood of line breakage, which affects signal transmission and operational efficiency.

Innovation Solution

A shape memory alloy rope socket with a coupler that distributes the weight of the downhole tool along its length, preventing localized stress by transitioning from a deformed to a reduced diameter state when heated, providing an even pressure distribution and secure attachment without the need for additional fasteners.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional clamps or attachment mechanisms are used to attach downhole tools to conveyance lines, then the tools can be suspended and operated, but the conveyance lines suffer mechanical damage, bends, kinks, and localized stress that reduces their durability and increases breakage risk

Engineering Contradiction:
Improveconveyance line durabilityVSAvoidmechanical damage to conveyance
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent replaces traditional mechanical attachment mechanisms (clamps, grips) with a shape memory alloy coupler that uses thermal activation to achieve attachment. The coupler transitions from an austenite phase (high temperature) where it is flexible and allows line passage to a martensite phase (low temperature) where it becomes rigid and secures the line through friction and normal force, eliminating the need for mechanical clamping that causes line damage

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent changes the physical parameters of the coupler material (shape memory alloy) by controlling temperature to alter its mechanical properties. At operating temperatures below the transformation temperature, the coupler maintains an austenite crystal structure providing flexibility. During attachment, cooling transforms it to martensite structure providing rigidity and secure grip, allowing parameter-based control of attachment strength without mechanical damage

Inventive Principle:
Principle #35Parameter changes

2Strength

If traditional attachment mechanisms are used to secure the downhole tool, then the tool can be firmly attached, but localized stress and concentrated force are applied to the conveyance line causing potential failure points

Engineering Contradiction:
Improveattachment strengthVSAvoidlocalized stress on conveyance
Core Design Contradiction:
StrengthVSStress or pressure

Solution Approach 1:

The patent segments the attachment function into two distinct components: the shape memory alloy coupler that provides secure attachment through phase transformation, and the tapered section that distributes force along the conveyance line. This segmentation allows each component to optimize its function - the coupler provides strong attachment while the tapered geometry spreads the load over a longer portion of the line, preventing localized stress concentration

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The tapered section acts as an intermediary element between the coupler and the conveyance line. It transitions the force from the concentrated grip of the coupler into a distributed load along the line's length, mediating the stress distribution and eliminating the need for direct concentrated contact that would create failure points

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If additional fasteners or attachment components are used to secure the conveyance line, then the attachment becomes more secure, but the device complexity increases and the risk of damage to the line increases

Engineering Contradiction:
Improveattachment securityVSAvoidnumber of attachment components
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges multiple attachment functions into a single integrated coupler component. The shape memory alloy coupler combines the gripping function, the securing function, and the force distribution function (through its tapered section) into one element. This eliminates the need for separate fasteners, clamps, or additional attachment components, reducing device complexity while maintaining or improving attachment security

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The coupler serves multiple functions simultaneously: it acts as a guide for line insertion, provides secure attachment through phase transformation, distributes force along the line, and protects the line from damage. This multi-functionality eliminates the need for multiple specialized components, simplifying the overall attachment system while enhancing reliability

Inventive Principle:
Principle #6Universality (Multi-functionality)

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 solution reduces the occurrence of mechanical damage to the conveyance lines, enhances their durability, and improves the efficiency and reliability of hydrocarbon recovery operations by distributing the weight evenly and securely attaching the downhole tool without causing kinks or stress.

Implementation Method 1

The coupler may be made of a shape memory alloy that retains or remembers its original shape. A deformed, expanded condition of the coupler may have an inner diameter that is larger than the diameter of the conveyance line such that the conveyance line may be easily inserted into the coupler. When heated, the coupler transitions from the deformed state to a reduced diameter state

Methodology Applied
Scientific EffectShape memory alloy: Shape Memory Alloy

Implementation Method 2

the coupler transitions from the deformed state to a reduced diameter state when heated, providing an even pressure distribution

Methodology Applied
Scientific EffectPhase transition: Phase Change

Data Source

PatentUS10577873B2Shape memory alloy rope socket for a downhole tool
Publication Date: 2020.03.03 HALLIBURTON ENERGY SERVICES INC
  • US10577873B2 patent drawing
  • US10577873B2 patent drawing
  • US10577873B2 patent drawing

AI summary

In accordance with some embodiments of the present disclosure, a shape memory alloy rope socket for a downhole tool is disclosed. The rope socket includes a coupler formed of a shape memory alloy. The rope socket further includes a housing surrounding the coupler. The housing including a pathway and a connector for attaching a downhole tool is attached. The rope socket further includes a line passing through the pathway and the coupler such that the coupler is in contact with the line along a length of the coupler when the coupler is in a reduced diameter state.