Top Drive Casing Running Tool Clutch and Slip Mechanism

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Solution Overview

Problem

Existing top drive driven tools for assembling and delivering tubular strings into boreholes are complex and costly, with potential for significant downtime due to maintenance complications and risk of damage from slip overextension.

Innovation Solution

A tool with a clutch system that uses axial movement of an actuating member connected to a clutched drive, allowing selective grip and release of tubular joints, and featuring spring-loaded dogs for rotational locking and controlled slip extension to prevent overextension, enabling efficient rotation and insertion of tubular strings while minimizing stress on the casing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If cam pairs are used to convert rotation to axial movement of slips, then the tubular can be gripped and rotated, but the device becomes highly complex and expensive to produce

Engineering Contradiction:
Improvegrip and rotate tubularVSAvoiddevice complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The tool uses multiple slips (at least two) that can independently engage and disengage from the tubular surface. Each slip is actuated by a separate cam mechanism, allowing selective engagement and controlled grip force distribution across multiple contact points, simplifying the overall system while maintaining effective grip

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The slips are designed to be dynamically adjustable through cam mechanisms that convert rotational motion to axial movement. The slips can be radially extended to grip the tubular or retracted to release, providing dynamic control over the gripping force without requiring complex fixed structures

Inventive Principle:
Principle #15Dynamics

2Adaptability or versatility

If opposed cam pairs are used to allow slip actuation with bi-directional rotation, then the tubular can be handled in multiple directions, but maintenance complications arise requiring significant downtime

Engineering Contradiction:
Improvebi-directional rotation capabilityVSAvoidmaintenance downtime
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The cam mechanisms are designed as removable and serviceable components that can be independently accessed and maintained. The slips and cams are positioned to allow easy removal from the tool body for inspection or replacement, reducing maintenance downtime compared to integrated designs

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The tool includes a pre-positioned slip engagement mechanism where slips are pre-loaded against the tubular surface through cam action. This preliminary engagement allows immediate operation without requiring complex alignment or adjustment during maintenance, reducing downtime

Inventive Principle:
Principle #10Preliminary action

3Ease of operation

If slips are extended to grip the tubular, then the string can be rotated, but overextension may cause damage to the casing

Engineering Contradiction:
Improverotate stringVSAvoidcasing damage from overextension
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The tool incorporates a feedback mechanism where the top drive monitors the force applied by the slips to the tubular surface. When the grip force approaches the threshold that could cause casing damage, the system automatically reduces slip extension or releases the grip, preventing harmful forces from being applied to the casing

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The slip mechanism is designed with inherent limitation features that prevent overextension before damage can occur. The cam mechanisms are positioned and dimensioned so that maximum slip extension occurs just before the risk of casing damage, effectively cushioning against harmful forces through controlled mechanical design

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

4Ease of operation

If a clutch system with actuating member is used, then selective grip and release is enabled, but the device complexity increases

Engineering Contradiction:
Improveselective grip and releaseVSAvoidclutch system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The clutch mechanism is merged with the existing top drive system, utilizing the top drive's rotational motion to actuate the slips through the cam mechanisms. This integration eliminates the need for separate actuation systems, reducing overall device complexity while maintaining selective grip and release capability

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The slip engagement and disengagement mechanisms are designed to be self-actuating through the cam action generated by the top drive rotation. The slips automatically engage when the top drive rotates in the appropriate direction and disengage when rotated oppositely, eliminating the need for complex external control systems

Inventive Principle:
Principle #25Self-service

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 enables efficient and reliable assembly and rotation of tubular strings, reducing maintenance downtime and preventing casing damage by allowing controlled slip engagement and release, facilitating smooth operation and reducing operational costs.

Implementation Method 1

spring loaded dogs can be attached to the housing to engage the casing internally or externally to facilitate extension or retraction of the slips

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

A casing running tool is connected to a top drive with a clutch that operates with set down weight against a spring resistive force. Setting down weight with rotation in a first direction raises an actuation member

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 3

The weight of the string then keeps the slips in position so that the string can be picked up

Methodology Applied
Scientific EffectGravitation: Gravitation

Implementation Method 4

With slips set inside the joint and the string hanging free rotating the top drive rotates the string as the string is lowered

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentEP3058162B1Top drive operated casing running tool
Publication Date: 2020.02.26 MCCOY GLOBAL INC
  • EP3058162B1 patent drawingFigure 1
  • EP3058162B1 patent drawingFigure 2
  • EP3058162B1 patent drawingFigure 3

AI summary

Spring loaded dogs are attached to the housing to engage the casing internally or externally to facilitate extension or retraction of the slips that selectively grab the topmost of a string of casing. When the tool is suspended from the top drive, its components are rotationally locked to facilitate insertion into the casing stand on top of a string being run in the hole. Some set down weight allows top drive rotation to move a multi-ramped mandrel axially because that mandrel is rotationally locked to the housing that is held fast by the spring loaded dogs bearing on the casing. Once the slips are extended with a specified torque applied from the top drive, further setting down weight locks the components and the housing so that applied rotation with setting down weight will turn the casing string but will not torque up the slips beyond their set position.