Venturi-Activated Downhole Torque Limiter With Automatic Re-Engagement

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Solution Overview

Problem

Traditional downhole torque limiting systems in hydrocarbon well drilling are inefficient as they require removal and replacement of shear pins or insertion of weights to reset, which is costly and undesirable.

Innovation Solution

A downhole torque limiter system featuring a tubular housing with a pipe transitioning from a larger to a smaller diameter, a tubular valve plate, and a clutch mechanism, activated by fluid flow through a venturi profile, allowing torque limitation and automatic re-engagement without the need for removal or weight insertion.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Force

If traditional shear pins are used to limit torque, then torque limitation is achieved, but the system requires removal and replacement of pins to reset, increasing loss of time and operational complexity

Engineering Contradiction:
Improvetorque limitationVSAvoidreset time
Core Design Contradiction:
ForceVSLoss of time

Solution Approach 1:

The torque limiter automatically resets by allowing the pipe sections to re-engage after torque is reduced, eliminating the need for manual intervention. The system self-services by using the reduction in torque itself to trigger the re-engagement mechanism through the venturi effect

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces the traditional mechanical shear pin system with a fluid-dynamic system using the venturi effect and pressure differential to control the clutch mechanism, enabling automatic reset without mechanical replacement of components

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

2Force

If shear pins are used for torque limitation, then torque control is achieved, but device complexity increases due to replacement requirements

Engineering Contradiction:
Improvetorque controlVSAvoidreset mechanism complexity
Core Design Contradiction:
ForceVSDevice complexity

Solution Approach 1:

The system automatically manages its own reset function through the venturi-activated clutch mechanism, eliminating the need for complex manual replacement procedures or additional reset devices

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent uses fluid flow through the venturi profile to create pressure differential that controls the clutch mechanism, replacing complex mechanical reset systems with a simpler fluid-dynamic control system

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Force

If pipe sections are allowed to rotate freely to limit torque, then torque protection is achieved, but loss of time occurs during re-engagement

Engineering Contradiction:
Improvetorque protectionVSAvoidre-engagement time
Core Design Contradiction:
ForceVSLoss of time

Solution Approach 1:

The clutch mechanism remains pre-positioned and ready for re-engagement, with the venturi profile already in place to immediately generate the necessary pressure differential when flow resumes, minimizing re-engagement time

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses the torque condition itself as feedback - when torque decreases, the pressure differential changes automatically trigger re-engagement, creating a closed-loop system that responds directly to the torque condition

Inventive Principle:
Principle #23Feedback

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 effective torque limitation and automatic re-engagement of pipe sections, reducing damage to smaller diameter drillpipes and eliminating the need for costly resets, while maintaining operational efficiency.

Implementation Method 1

A venturi profile is formed within the pipe and activates a valve assembly which controls a clutch mechanism.

Methodology Applied
Scientific EffectVenturi effect: Venturi Effect

Implementation Method 2

the valve assembly configured to be activated by a pressure drop created by fluid flowing through the venturi profile

Methodology Applied
Scientific EffectPressure drop: Pressure Drop

Data Source

PatentUS11753875B2Venturi activated downhole torque limiter
Publication Date: 2023.09.12 HALLIBURTON ENERGY SERVICES INC
  • US11753875B2 patent drawing
  • US11753875B2 patent drawing
  • US11753875B2 patent drawing

AI summary

A downhole torque limiter. The downhole torque limiter may include a tubular housing; a pipe positioned within the tubular housing, the pipe transitioning from a larger inside diameter (IDL) to a smaller inside diameter (IDS), thereby forming a venturi profile having a first pressure zone (Z1) and a second pressure zone (Z2); a tubular valve plate radially positioned between the tubular housing and the pipe and rotationally fixed with the pipe; a lower sub rotationally fixed relative to the tubular housing and rotationally coupled to the tubular valve plate via a clutch mechanism; and a valve assembly positioned within a longitudinal opening extending along at least a portion of a sidewall of the tubular valve plate, the valve assembly configured to be activated by a pressure drop created by fluid flowing through the venturi profile.