Underreamer Adjustable Cutter Block Hydraulic Actuation

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Solution Overview

Problem

Conventional underreamers have fixed cutter block diameters, which cannot accommodate varying wellbore diameters, leading to wear and inefficiency, requiring the tool to be retrieved for adjustments, resulting in lost time and profit.

Innovation Solution

An underreamer design with a movable cutter block that changes diameter in response to hydraulic pressure and actuator-driven sleeve movement, allowing for adjustable and adaptive wellbore enlargement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional underreamers with fixed cutter blocks are used, then the tool structure is simple and easy to manufacture, but the cutter blocks experience excessive wear due to vibration and cannot adapt to varying wellbore diameters

Engineering Contradiction:
Improvecutter block wear resistanceVSAvoidunderreamer structure complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The cutter block is designed to be movable relative to the body, transitioning between retracted and extended positions. This dynamic configuration allows the cutter block outer diameter to be adjusted, enabling adaptation to varying wellbore diameters and reducing wear from excessive vibration while maintaining operational reliability.

Inventive Principle:
Principle #15Dynamics

2Reliability

If the cutter block outer diameter is reduced to stabilize the downhole tool, then vibration wear is reduced, but the wellbore diameter cannot be enlarged sufficiently

Engineering Contradiction:
Improvedownhole tool stabilityVSAvoidwellbore diameter adjustment range
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The cutter block can dynamically adjust its outer diameter by moving axially relative to the body. When extended, it provides a larger diameter for wellbore enlargement; when retracted, it provides a smaller diameter for tool stability. This dynamic adjustment resolves the contradiction between stability and adaptability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The solution adds an axial movement dimension to the cutter block, allowing it to change its radial profile. By moving the cutter block axially between retracted and extended positions, the system can switch between different operational states (stability vs. enlargement capability) without compromising either requirement.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Adaptability or versatility

If the underreamer is retrieved to the surface to adjust cutter block diameter, then the cutter block can be reconfigured for different diameters, but significant time is lost and productivity decreases

Engineering Contradiction:
Improvecutter block diameter adjustment capabilityVSAvoidwellbore enlargement efficiency
Core Design Contradiction:
Adaptability or versatilityVSProductivity

Solution Approach 1:

The underreamer is equipped with an integrated actuator system that enables the cutter block to adjust its own diameter in situ without requiring retrieval to the surface. The actuator, driven by hydraulic pressure, automatically moves the cutter block between retracted and extended positions, allowing the tool to adapt to different wellbore conditions while maintaining continuous operation and high productivity.

Inventive Principle:
Principle #25Self-service

4Adaptability or versatility

If the cutter block is moved axially to change outer diameter, then adaptability to varying wellbore diameters is achieved, but the mechanism complexity increases

Engineering Contradiction:
Improvecutter block diameter adjustabilityVSAvoidactuator and sleeve mechanism complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The actuator utilizes hydraulic pressure to drive the axial movement of the cutter block. This hydraulic actuation mechanism provides a reliable and controllable means of adjusting the cutter block diameter without requiring complex mechanical linkages or manual intervention, balancing adaptability with manageable system complexity.

Inventive Principle:
Principle #29Pneumatics and hydraulics

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 efficient and adaptive wellbore diameter adjustment without the need for surface retrieval, reducing wear and increasing operational efficiency by allowing for varying diameters and reducing downtime.

Implementation Method 1

The cutter block is arranged and designed to move at least the first axial distance with respect to the body to contact the sleeve in response to hydraulic pressure in the bore

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

The sleeve includes a set of threads formed on an outer surface thereof that are engaged with a set of threads formed in an inner surface of the body. The actuator is adapted to rotate the sleeve with respect to the body, thereby moving the sleeve a first axial distance within the body

Methodology Applied
Scientific EffectThreaded mechanism: Screw

Data Source

PatentUS9988852B2Underreamer with adjustable cutter block expansion
Publication Date: 2018.06.05 SMITH INTERNATIONAL INC
  • US9988852B2 patent drawing
  • US9988852B2 patent drawing
  • US9988852B2 patent drawing

AI summary

An underreamer for increasing a diameter of a wellbore. The underreamer includes a body having an axial bore extending at least partially therethrough. A sleeve is arranged and designed to move a first axial distance within the body. A cutter block is movably coupled to the body. The cutter block is arranged and designed to move at least the first axial distance with respect to the body to contact the sleeve in response to hydraulic pressure in the bore. The cutter block moves from a first outer diameter to a second outer diameter as the cutter block moves the first axial distance.