Spring Return Lug System for Downhole Tool Rotation

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Solution Overview

Problem

In hydrocarbon recovery operations, downhole wellbore tools often require rotation to establish connections, but existing mechanisms can cause components to twist or break, and there is a need for efficient reorientation and connection processes.

Innovation Solution

A lug system comprising one or more lugs and bias components that allow a rotation component to rotate an allowable angle from a neutral position and then return to that position without axial movement, using torsion springs, compression springs, or tension springs as bias components.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a tool rotates about its central axis to establish connections in a wellbore, then the tool can be properly oriented to connect with other tools, but components such as fiber optic cables may twist and break

Engineering Contradiction:
Improvetool orientation capabilityVSAvoidcomponent integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The tool is divided into two distinct sections: a rotatable section that can rotate about the central axis to change orientation, and a fixed section that remains stationary to protect sensitive components like fiber optic cables from twisting and breaking

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The rotation capability is extracted as a separate functional component (rotatable section with lugs) that can independently rotate relative to the main tool body, allowing the sensitive components to remain in the fixed section while the rotation function is isolated to the rotatable section

Inventive Principle:
Principle #2Taking out (Extraction)

2Productivity

If a mechanism allows a rotation component to rotate freely to establish connections, then reorientation is efficient, but components may twist or break without a return mechanism

Engineering Contradiction:
Improveconnection efficiencyVSAvoidcomponent durability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

Bias components are pre-installed on the lugs to provide a return force that automatically counteracts the rotation when the rotational force is removed, ensuring the rotation component returns to its initial position without requiring manual intervention or causing component damage

Inventive Principle:
Principle #9Preliminary anti-action

Solution Approach 2:

The lug system with bias components is self-actuating: when the rotation component rotates the lug, the bias component stores energy and automatically returns the lug to its initial position when the rotational force is removed, eliminating the need for external control lines or additional actuators

Inventive Principle:
Principle #25Self-service

3Ease of operation

If lugs are used to enable rotation about the central axis, then the rotation component can be oriented properly, but the lugs may move axially up and down the wellbore

Engineering Contradiction:
Improverotation capabilityVSAvoidlug positional stability
Core Design Contradiction:
Ease of operationVSStability of the object's composition

Solution Approach 1:

The lugs are designed with an asymmetric geometry featuring a curved surface that contacts the rotation component, allowing rotation about the central axis while the asymmetric shape and bias components prevent axial movement by creating a mechanical constraint in the axial direction

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The biased lugs act as intermediaries between the rotation component and the tool body, transferring rotational motion while the bias force maintains constant contact and prevents axial displacement, mediating the interaction between rotational and axial degrees of freedom

Inventive Principle:
Principle #24Intermediary (Mediator)

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 lug system enables efficient rotation and reorientation of downhole tools, preventing component damage and allowing for repeated orientation and connection processes without the need for axial movement or external control lines.

Implementation Method 1

The bias component may include one or more torsion spring, compression spring, tension spring, etc.

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentUS12326051B2Spring return system
Publication Date: 2025.06.10 HALLIBURTON ENERGY SERVICES INC
  • US12326051B2 patent drawing
  • US12326051B2 patent drawing
  • US12326051B2 patent drawing

AI summary

An apparatus to be positioned in a wellbore formed in a subsurface formation. The apparatus comprises a first lug coupled with a rotation component and configured to rotate a first angle from a neutral position about a central axis when a rotational force is applied to the first lug via the rotation component. The apparatus comprises first bias component coupled with the first lug and configured to return the first lug to the neutral position when the first lug is rotated about the central axis.