Wireline Release System with Staged Shear Screws

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Solution Overview

Problem

In the oil and gas industry, wireline tools often become stuck in well bores, making it difficult to retrieve them without leaving equipment behind, and existing mechanical release systems are inadequate for controlled release.

Innovation Solution

A multi-stage mechanical release system with viscous fluid chambers, shear screws, and a wireline tie-off assembly that allows for controlled release of wireline tools by overcoming mechanical weak points and severing the wireline, utilizing viscous fluid dampers to regulate movement and ensure safe disconnection.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a mechanical release system is implemented to release wireline tools, then equipment retrieval capability is improved, but device complexity increases

Engineering Contradiction:
Improveequipment retrieval capabilityVSAvoiddevice complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The release system is divided into multiple independent shear screws (first, second, and third shear screws) positioned at different locations around the bore. Each shear screw can be sheared independently to provide staged release capability, allowing operators to release tools in a controlled sequence rather than all at once, thus improving retrieval capability while keeping individual components simple

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system transitions from a static connected state to a dynamic release state through the sequential shearing of shear screws. The staged release mechanism allows the system to adapt its degree of separation dynamically, enabling controlled disconnection of wireline tools from the bore based on operational needs, thereby improving ease of operation

Inventive Principle:
Principle #15Dynamics

2Loss of substance

If staged release mechanism is used to minimize equipment left in well, then loss of substance is reduced, but device complexity increases

Engineering Contradiction:
Improveequipment left in wellVSAvoiddevice complexity
Core Design Contradiction:
Loss of substanceVSDevice complexity

Solution Approach 1:

The release system uses multiple shear screws positioned at different angular positions around the bore to create staged release points. By shearing these screws in sequence rather than simultaneously, the system enables progressive separation of tools, allowing operators to minimize equipment left in the well through controlled staged release while keeping each individual release mechanism simple

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system is designed to enable selective discarding of lower tools that become stuck while preserving and recovering upper tools that remain accessible. The staged release mechanism allows operators to intentionally leave certain components in the well while retrieving others, optimizing the balance between minimizing loss and managing complexity

Inventive Principle:
Principle #34Discarding and recovering

3Reliability

If viscous fluid dampers are added to control tie-off assembly movement, then reliability is improved, but device complexity increases

Engineering Contradiction:
Improvesafe disconnectionVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

Viscous fluid dampers are introduced as intermediary elements between the tie-off assembly and the bore. These dampers control the movement and separation speed of the tie-off assembly during the release process, preventing sudden or uncontrolled disconnection. The fluid dampers act as a mediator that smooths the transition from connected to disconnected state, improving reliability while adding only a simple fluid-based damping mechanism

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The system uses viscous fluid (hydraulic principle) dampers to control the motion of the tie-off assembly during release. The fluid resistance provides controlled damping forces that regulate the separation speed and prevent abrupt disconnection, thereby improving the safety and reliability of the release process while maintaining relatively simple device architecture

Inventive Principle:
Principle #29Pneumatics and hydraulics

4Manufacturing precision

If multiple shear screws are used for controlled release, then manufacturing precision is improved, but device complexity increases

Engineering Contradiction:
Improvecontrolled release positioningVSAvoiddevice complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

Multiple shear screws are positioned at specific angular positions around the bore (e.g., 0 degrees, 120 degrees, 240 degrees) to create precisely defined release points. This segmented arrangement allows operators to control which tools are released by selectively shearing specific shear screws, improving manufacturing precision for controlled release positioning while using simple screw-based mechanisms

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Each shear screw location provides a localized release point with specific functional characteristics. The first shear screw may control release of upper tools while the second and third shear screws control release of lower tools. This local quality approach allows precise control over which tools are released at which location, improving manufacturing precision while keeping each local release mechanism simple

Inventive Principle:
Principle #3Local quality

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 controlled and staged release of wireline tools, minimizing equipment left in the well and allowing for safe retrieval of tools above the stuck point, while maintaining electrical communication and mechanical integrity.

Implementation Method 1

one or more viscous fluid dampers configured to control a movement of the tie-off assembly through the bore

Methodology Applied
Scientific EffectViscous damping: Viscous Damping

Implementation Method 2

first shear screws configured to fail when a first pullout force is applied to the tie-off assembly

Methodology Applied
Scientific EffectShear stress failure: Shear Stress

Data Source

PatentUS20220145716A1Wireline Release System
Publication Date: 2022.05.12 MECHANICAL REVOLUTION LLC
  • US20220145716A1 patent drawing
  • US20220145716A1 patent drawing
  • US20220145716A1 patent drawing

AI summary

A wireline release system may include, but is not limited to: a first housing including an internal body portion defining at least one bore; a second housing operably couplable to the first housing; a wireline tie-off assembly, operably couplable to a wireline cable, disposed at least partially within the bore; an assembly disposed at least partially within the bore; a first mechanical weak point configured to maintain the wireline tie-off assembly at a first position of the bore; and a second mechanical weak point configured to maintain the assembly at a second position of the bore.