Downhole Swivel Sub Sliding Sleeve Mechanism

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Solution Overview

Problem

Existing swivel subs for the oil and gas industry either apply torque to delicate screens or liners, risk damaging them due to friction, or require compression/tension to enable selective rotation, which is not suitable for all drilling applications.

Innovation Solution

A swivel sub with a sliding sleeve mechanism that allows relative rotation between a workstring and downhole apparatus without compression or tension, using a pressure differential to switch between engaged and disengaged positions, enabling selective transmission of rotation to the drill-pipe string and downhole tools.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the workstring is rotated to break friction during screen insertion, then the drag is reduced and measured down weight can be applied, but torque is applied to the screen which may cause buckling and damage

Engineering Contradiction:
Improveease of inserting screenVSAvoidtorque damage to screen
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The swivel sub divides the drill string into two independent rotating sections: an upper body connected to the workstring and a lower body connected to the screen. The telescopic sleeve can slide within the lower body, allowing the upper body to rotate independently while the screen remains stationary, thus eliminating torque transmission to the screen during insertion operations.

Inventive Principle:
Principle #1Segmentation

2Adaptability or versatility

If existing swivel subs use compression or tension to enable selective rotation, then rotation control is achieved, but the mechanism is not suitable for all drilling applications and may damage delicate screens

Engineering Contradiction:
Improveselective rotation capabilityVSAvoidstress on delicate screens
Core Design Contradiction:
Adaptability or versatilityVSObject-affected harmful factors

Solution Approach 1:

The telescopic sleeve is designed to slide dynamically within the lower body along the longitudinal axis. This dynamic movement allows the sleeve to engage or disengage from the upper body as needed, providing selective rotation control without requiring compression or tension mechanisms that could stress delicate screens.

Inventive Principle:
Principle #15Dynamics

3Stability of the object's composition

If the sliding sleeve is held in position by shear pins, then the engaged position is maintained, but the pins must be sheared to release which requires additional operational complexity

Engineering Contradiction:
Improvestability of engaged positionVSAvoidrelease mechanism complexity
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The shear pins are designed to fail under specific periodic conditions (such as applying a predetermined torque or using a release tool). This periodic action allows the pins to remain intact during normal operation, maintaining stability, and then fail on demand to enable release, simplifying the overall release mechanism compared to complex locking systems.

Inventive Principle:
Principle #19Periodic action

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

Enables the rotation of the drill-pipe string above the sub while maintaining the downhole apparatus stationary, or rotating both together, without applying torque or stress, thus preventing damage and facilitating the deployment of screens or liners in challenging wellbore conditions.

Implementation Method 1

a pressure differential to switch between engaged and disengaged positions

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS8511392B2Downhole swivel sub
Publication Date: 2013.08.20 TERCEL IP
  • US8511392B2 patent drawing
  • US8511392B2 patent drawing
  • US8511392B2 patent drawing

AI summary

The present invention provides a swivel sub for connection in a work string between a workstring and a downhole apparatus. The swivel sub includes a first substantially cylindrical body, including a sleeve portion having one or more teeth and a second substantially cylindrical body being partially located within the sleeve portion. The bodies are arranged to rotate relative to each other. The swivel sub also includes a sliding sleeve, having one or more teeth arranged mutually engage with the first teeth is axially moveable between disengaged and engaged positions, in one embodiment by a pressure differential being created in the sub. Further, the present invention provides methods for of running the tool, with particular application to setting and hanging of liners and screens.