Downhole Underreamer Curved Actuation Surface

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Solution Overview

Problem

Existing underreamer tools face challenges with frictional issues and unpredictable hydraulic actuation, leading to inefficient enlargement of wellbore diameters due to frictional forces and variable fluid pressures, which can result in insufficient radial forces for effective rock removal.

Innovation Solution

A downhole tool with a curved actuation surface that guides a tool element radially, allowing for efficient engagement with the wellbore wall through a controlled motion, reducing friction and enhancing cutting efficiency by utilizing a hydraulic actuation device and a biasing mechanism to manage fluid pressure differentials.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If hydraulic actuation devices are used to drive cutting elements radially outward, then the tool can be actuated by fluid pressure, but the pressure required to overcome wellbore fluid pressure varies and there is no definite threshold, making it difficult to predict when the tool opens

Engineering Contradiction:
Improveactuation controlVSAvoidpredictability of tool opening
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

A control member is introduced as an intermediary between the hydraulic piston and the cutting elements. This control member includes a control surface that must be overcome by piston pressure before the cutting elements can be actuated. The control surface acts as a threshold mechanism, providing a definite pressure threshold for tool opening and preventing premature or unpredictable actuation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Volume of moving object

If piston areas are geometrically constrained due to space availability, then the tool fits within the wellbore, but the resultant radial forces applied to the rock face are insufficient for effective rock removal

Engineering Contradiction:
Improvetool sizeVSAvoidradial force on rock face
Core Design Contradiction:
Volume of moving objectVSForce

Solution Approach 1:

The control surface is designed with a curved geometry that converts the linear piston motion into enhanced radial force. The curved surface acts as a mechanical advantage element, amplifying the radial force applied to the cutting elements and consequently to the rock face, allowing effective cutting with smaller piston areas.

Inventive Principle:
Principle #14Spheroidality (Curvature)

Solution Approach 2:

The system uses dynamic force multiplication through the curved control surface. As the piston moves and the control surface is overcome, the geometry of the curved surface dynamically converts the piston's linear force into enhanced radial force at the cutting elements, maximizing the cutting capability within the available space.

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If mechanical actuation devices are used to force cutting devices radially outward, then the cutting elements can be actuated, but frictional effects in the actuation components cause problems and forces encountered during cutting urge the elements back toward non-actuated positions

Engineering Contradiction:
Improvecutting element actuationVSAvoidfrictional forces
Core Design Contradiction:
Ease of operationVSLoss of energy

Solution Approach 1:

The patent replaces mechanical actuation components (which suffer from friction) with a hydraulic actuation system. The hydraulic piston uses fluid pressure to overcome the control surface and actuate the cutting elements, eliminating mechanical friction between actuation components. The hydraulic system provides smoother, more reliable actuation without the frictional losses that cause mechanical components to fail or revert.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

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 tool achieves efficient enlargement of wellbore diameters with reduced friction and vibrations, allowing for effective rock removal with lower force requirements and improved control over the actuation process.

Implementation Method 1

Hydraulic actuation devices are also known in such tools, where for example the cutting elements are movable outward radially into the wellbore annulus by applying pressure inside the tool acting directly on axially arranged pistons

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

a curved actuation surface that guides a tool element radially, allowing for efficient engagement with the wellbore wall through a controlled motion

Methodology Applied
Scientific EffectCurved motion guidance: Cam

Implementation Method 3

a biasing mechanism to manage fluid pressure differentials

Methodology Applied
Scientific EffectElastic biasing force: Spring

Data Source

PatentUS8905158B2Downhole tool
Publication Date: 2014.12.09 PARADIGM DRILLING SERVICES
  • US8905158B2 patent drawing
  • US8905158B2 patent drawing
  • US8905158B2 patent drawing

AI summary

An underreamer tool for use in a wellbore of an oil or gas well and a method of actuation. In an embodiment, the underreamer tool has body having a longitudinal axis and a fluid conduit, a tool element and an actuation device configured to urge the tool element relative to the body from a first configuration into a second configuration. In this embodiment, a portion of the tool has a curved actuation surface and as the tool element is urged across the curved actuation surface, the tool element is moved radially with respect to the body of the tool. Typically, the actuation device may include a piston driven by pressure of fluid circulated through the fluid flow conduit.