Tubular Goods Coupling With Wedge Threads for Over-Torque Control

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Solution Overview

Problem

Existing tubular goods connections face challenges in maintaining optimal make-up torque and over-torque capacity, leading to issues such as axial interference, stress corrosion cracking, and galling, especially in unconventional drilling applications like deviated wellbores and shale formations.

Innovation Solution

A made-up tubular goods connection featuring continuous internal and external wedge threads with a wedge coefficient between 1.3 and 1.9, allowing for a distance of 0 to 10 millimeters between pin end faces at optimal torque, and an over-torque capacity of 150%-250% of the optimum make-up torque, which activates interference contact to transmit axial load and withstand additional torque without increasing hoop stresses.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional threaded connections are used to couple tubular members, then the connection can be made, but axial interference and stress occur leading to galling and stress corrosion cracking

Engineering Contradiction:
Improveconnection reliabilityVSAvoidaxial interference and stress
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent changes the geometric parameters of the thread profile by introducing a non-zero clearance wedge thread design with specific wedge coefficients (1.05-1.80). This parameter modification allows the threads to engage without axial interference, eliminating galling and stress corrosion cracking while maintaining connection reliability.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces a coupling element as an intermediary component between two tubular members. This coupling with internally threaded bores provides a controlled interface that prevents direct axial interference between the tubular members, thereby eliminating harmful stresses and galling while maintaining reliable connection.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Manufacturing precision

If high make-up torque is applied to ensure proper thread engagement, then thread engagement is improved, but over-torque causes axial interference and increases hoop stresses

Engineering Contradiction:
Improvethread engagement precisionVSAvoidhoop stress
Core Design Contradiction:
Manufacturing precisionVSStress or pressure

Solution Approach 1:

The patent modifies the thread geometry parameters, specifically the wedge coefficient and clearance design, to achieve optimal thread engagement at reduced torque levels. This prevents over-torque application and the resulting excessive hoop stresses while maintaining precise thread engagement.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent designs the thread profile with built-in geometric features that prevent over-torque application. The non-zero clearance and specific wedge coefficients create a self-limiting engagement mechanism that stops thread advancement before excessive hoop stresses develop, providing preliminary protection against over-torque damage.

Inventive Principle:
Principle #9Preliminary anti-action

3Strength

If traditional wedge threads with high wedge coefficients are used, then thread strength is improved, but galling occurs due to excessive friction

Engineering Contradiction:
Improvethread strengthVSAvoidgalling
Core Design Contradiction:
StrengthVSObject-generated harmful factors

Solution Approach 1:

The patent optimizes the wedge coefficient parameter to a specific range (1.05-1.80) that balances thread strength with friction reduction. This parameter optimization maintains adequate thread strength while minimizing the friction that causes galling, solving the contradiction between strength and surface damage.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent applies different local characteristics to different parts of the thread profile. The non-zero clearance region reduces friction and prevents galling, while the engaged thread portions maintain sufficient strength. This local differentiation of thread properties resolves the contradiction between overall strength and local surface damage.

Inventive Principle:
Principle #3Local quality

4Reliability

If tight thread engagement is achieved to prevent leakage, then connection integrity is improved, but axial interference occurs leading to stress corrosion cracking

Engineering Contradiction:
Improveconnection integrityVSAvoidstress corrosion cracking
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The coupling acts as an intermediary that provides a controlled engagement interface. The internally threaded bores of the coupling engage with the externally threaded pins without creating axial interference, thereby maintaining connection integrity while preventing stress corrosion cracking.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent changes the engagement parameters by using non-zero clearance wedge threads with specific wedge coefficients. This allows tight engagement for leakage prevention while maintaining zero axial interference, eliminating the conditions that lead to stress corrosion cracking.

Inventive Principle:
Principle #35Parameter changes

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 connection maintains optimal make-up torque within operator ranges, reduces galling, and enhances resistance to stress corrosion cracking, enabling reliable performance in challenging environments like deviated wellbores and shale formations.

Implementation Method 1

a wedge coefficient WC of the continuous first internal wedge thread, the continuous second internal wedge thread, the continuous first mating external wedge thread, and the continuous second mating external wedge thread is less than 2.0

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

a made-up tubular goods connection featuring continuous internal and external wedge threads with a wedge coefficient between 1.3 and 1.9, allowing for a distance of 0 to 10 millimeters between pin end faces at optimal torque, and an over-torque capacity of 150%-250% of the optimum make-up torque

Methodology Applied
Scientific EffectMechanical Advantage: Mechanical Advantage

Data Source

PatentUS11795981B2Threaded and coupled tubular goods connection
Publication Date: 2023.10.24 HYDRIL CO
  • US11795981B2 patent drawing
  • US11795981B2 patent drawing
  • US11795981B2 patent drawing

AI summary

A tubular goods connection for releasably coupling tubular members includes: a coupling having a first internal wedge dove-tail thread formed within a longitudinal bore of the coupling and a second internal dove-tail wedge thread; a first tubular member having a first mating external vanishing dove-tail wedge thread extending from a first proximal pin end face; and a second tubular member substantially identical to the first tubular member; wherein when the first and second tubular members are made-up into the coupling using a predetermined recommended optimum torque, a distance D between the first pin end face and the second pin end face is in the range of 0 to 10 millimeters and when the distance D is equal to 0 there is contact between the first pin end face and a second pin end face of the second tubular good but there is no axial interference.