Top Anchor Expansion Assembly for Rotating Tubular Deployment

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Solution Overview

Problem

Conventional expandable liner tools face limitations in rotating within the wellbore, leading to reduced insertion length, potential sticking of the liner, and hindered drilling fluid return due to friction, making them unsuitable for unstable wellbores and uncased formations.

Innovation Solution

A top anchor expansion assembly with a workstring, pusher ring, ramp body, anchor segments, release ring, and key merlons, allowing hydraulic activation and rotation during deployment, which includes shear bolts for controlled engagement and disengagement to prevent friction-induced issues.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional expandable liner tools are used, then the liner can be expanded in the wellbore, but rotation is prevented causing reduced insertion length and potential sticking

Engineering Contradiction:
Improverotation capabilityVSAvoidinsertion length
Core Design Contradiction:
Ease of operationVSLength of moving object

Solution Approach 1:

The tool comprises separate functional segments: a drill string for rotation and drilling, and an expandable liner assembly for liner deployment. This segmentation allows the drill string to rotate freely during drilling operations while the liner assembly remains stationary or is deployed separately, eliminating the rotation constraint that limited insertion length in conventional tools.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system transitions from a static, non-rotating expandable liner tool to a dynamic system where the drill string can rotate during drilling, and the liner is subsequently expanded in place. The expandable liner assembly allows the wellbore to be enlarged after drilling without requiring rotation of the liner itself, enabling greater insertion lengths.

Inventive Principle:
Principle #15Dynamics

2Reliability

If conventional expandable liner tools are used, then the liner can be expanded, but friction hinders drilling fluid return and causes sticking in unstable formations

Engineering Contradiction:
Improvefluid return capabilityVSAvoidfriction and sticking
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The invention extracts the drilling function from the liner deployment function. The drill string with drill bit handles drilling and fluid circulation, while the expandable liner assembly is deployed separately and expanded in place. This separation eliminates the friction and sticking problems that occurred when conventional tools attempted to both drill and deploy liner simultaneously, as the liner is now deployed into a pre-drilled hole where fluid can return freely.

Inventive Principle:
Principle #2Taking out (Extraction)

3Length of stationary object

If conventional expandable liner tools are used, then the liner can be deployed, but the maximum target depth is limited due to rotation restrictions

Engineering Contradiction:
Improvemaximum target depthVSAvoidrotation freedom
Core Design Contradiction:
Length of stationary objectVSEase of operation

Solution Approach 1:

The system is segmented into a rotating drill string component and a stationary expandable liner component. The drill string can rotate freely to reach greater depths, and once the target depth is reached, the liner is deployed and expanded in place. This segmentation removes the rotation restriction that previously limited the maximum insertion length, allowing the drill string to access deeper targets before liner deployment.

Inventive Principle:
Principle #1Segmentation

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 expansion of tubulars in wellbores while allowing rotation, increasing the maximum target depth and stability during drilling, and facilitating the expansion of liners in unstable formations without sticking or hindering fluid flow.

Implementation Method 1

which includes shear bolts for controlled engagement and disengagement to prevent friction-induced issues

Methodology Applied
Scientific EffectShear force: Shear Stress

Implementation Method 2

allowing hydraulic activation and rotation during deployment

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Data Source

PatentUS10577900B2Expansion assembly, top anchor and method for expanding a tubular in a wellbore
Publication Date: 2020.03.03 SHELL USA INC
  • US10577900B2 patent drawing
  • US10577900B2 patent drawing
  • US10577900B2 patent drawing

AI summary

An expansion assembly for expanding a tubular in a wellbore, the expansion assembly including a top anchor comprising: a workstring; a pusher ring being coupled to the workstring by a first releasable coupling; a ramp body having one or more ramp surfaces, said ramp body being releasably coupled to the workstring by a second releasable coupling; one or more anchor segments each having one or more wedge surfaces corresponding to and engaging the ramp surfaces of the ramp body, one end of the segments engaging the pusher ring; a release ring enclosing the workstring and arranged at an opposite end of the segments; one or more key merlons connecting the release ring to the pusher ring; and activating means for releasing the first releasable coupling.