Prosecution Insights
Last updated: April 19, 2026
Application No. 18/633,782

DOWNHOLE TOOL WITH SELF- ORIENTING SWIVEL AND METHOD OF USING SAME

Non-Final OA §102§103
Filed
Apr 12, 2024
Examiner
STEPHENSON, DANIEL P
Art Unit
3676
Tech Center
3600 — Transportation & Electronic Commerce
Assignee
Gr Energy Services Management LP
OA Round
1 (Non-Final)
86%
Grant Probability
Favorable
1-2
OA Rounds
2y 5m
To Grant
61%
With Interview

Examiner Intelligence

Grants 86% — above average
86%
Career Allow Rate
1083 granted / 1252 resolved
+34.5% vs TC avg
Minimal -26% lift
Without
With
+-25.9%
Interview Lift
resolved cases with interview
Typical timeline
2y 5m
Avg Prosecution
9 currently pending
Career history
1261
Total Applications
across all art units

Statute-Specific Performance

§101
2.3%
-37.7% vs TC avg
§103
39.0%
-1.0% vs TC avg
§102
32.4%
-7.6% vs TC avg
§112
14.4%
-25.6% vs TC avg
Black line = Tech Center average estimate • Based on career data from 1252 resolved cases

Office Action

§102 §103
DETAILED ACTION Notice of Pre-AIA or AIA Status The present application, filed on or after March 16, 2013, is being examined under the first inventor to file provisions of the AIA . Information Disclosure Statement The listing of references in the specification is not a proper information disclosure statement. 37 CFR 1.98(b) requires a list of all patents, publications, or other information submitted for consideration by the Office, and MPEP § 609.04(a) states, "the list may not be incorporated into the specification but must be submitted in a separate paper." Therefore, unless the references have been cited by the examiner on form PTO-892, they have not been considered. Claim Rejections - 35 USC § 102 The following is a quotation of the appropriate paragraphs of 35 U.S.C. 102 that form the basis for the rejections under this section made in this Office action: A person shall be entitled to a patent unless – (a)(1) the claimed invention was patented, described in a printed publication, or in public use, on sale, or otherwise available to the public before the effective filing date of the claimed invention. Claim(s) 21, 22, 24-27, 32, 33, 37 and 40 is/are rejected under 35 U.S.C. 102(a)(1) as being anticipated by Obrejanu (US 2009/0114400). With regards to claim 21, Obrejanu discloses a self-orienting swivel of a downhole tool, comprising: a top sub (12) having a first end and a second end with a sub ring therebetween, the second end having a receptacle extending therein; a bottom sub (40); and a bearing assembly (22), comprising: a bearing housing (24) having an uphole end operatively connectable (15) to the second end of the top sub and a passage therethrough shaped to receive a bearing end (portion of 40 surrounded by bearings 22) of the bottom sub; bearings (22) rotatably positioned in the passage of the bearing housing between the bottom sub and an inner surface of the bearing housing; and a lock member (21) positioned in the passage of the bearing housing, the lock member fixedly connectable (it is integral with the bottom sub) about a bearing end of the bottom sub, the lock member receivably positionable in the receptacle and rotatably movable therein whereby the bottom sub is rotatably positioned about the top sub. With regards to claim 22, Obrejanu discloses the first end of the top sub (12) is fixedly connectable to a fixed portion of the downhole tool (para 33, it is connected to a production string) and a downhole end of the bottom sub (40) is fixedly connectable to a rotating portion of the downhole tool (para 35, mandrel 40 is connected to a downhole pump). With regards to claim 24, Obrejanu discloses the bearing housing (24) is threadedly connectable (15) to the second end of the top sub and advanceable thereon until positioned against the sub ring (14). With regards to claim 25, Obrejanu discloses the sub ring has a larger outer diameter than the first end and the second end (where 14 is located is a larger diameter than the ends of 12). With regards to claim 26, Obrejanu discloses the bearings (22) comprise circular bearings with holes therethrough. With regards to claim 27, Obrejanu discloses the bearings (22) are axially stacked within the bearing housing (24) about the bearing end of the bottom sub (40). With regards to claim 32 and 37, Obrejanu discloses a downhole tool, comprising: a fixed portion; a rotating portion; and the self-orienting swivel as in claim 21, the first end of the top sub connected to the fixed portion (para 33) and the bottom sub connected to the rotating portion (para 35). With regards to claim 33, Obrejanu discloses the fixed portion and the rotating portion comprise at least one downhole component (para 33-35). With regards to claim 40, Obrejanu discloses self-orienting portions of the downhole tool by allowing the downhole tool to rotate such that heavier portions of the downhole tool gravitationally fall to a bottom of the wellbore (this is inherent in the fact that when free of constraint the heaviest portion will always rotate towards to bottom of the wellbore). Claim Rejections - 35 USC § 103 The following is a quotation of 35 U.S.C. 103 which forms the basis for all obviousness rejections set forth in this Office action: A patent for a claimed invention may not be obtained, notwithstanding that the claimed invention is not identically disclosed as set forth in section 102, if the differences between the claimed invention and the prior art are such that the claimed invention as a whole would have been obvious before the effective filing date of the claimed invention to a person having ordinary skill in the art to which the claimed invention pertains. Patentability shall not be negated by the manner in which the invention was made. This application currently names joint inventors. In considering patentability of the claims the examiner presumes that the subject matter of the various claims was commonly owned as of the effective filing date of the claimed invention(s) absent any evidence to the contrary. Applicant is advised of the obligation under 37 CFR 1.56 to point out the inventor and effective filing dates of each claim that was not commonly owned as of the effective filing date of the later invention in order for the examiner to consider the applicability of 35 U.S.C. 102(b)(2)(C) for any potential 35 U.S.C. 102(a)(2) prior art against the later invention. Claim(s) 23, 34, 36 and 39 are is/are rejected under 35 U.S.C. 103 as being unpatentable over Obrejanu in view of Mauldin et al. (US 2020/0284126, hereafter Mauldin). With regards to the claims, Obrejanu shows all the limitation of the present invention except, the bottom sub comprises orientable weight bars, each of the orientable weight bars having a mass that is offset with respect to a longitudinal axis of the downhole tool or that the bottom sub is attached to a perforating gun. Mauldin discloses a perforating gun which is placed downhole and is able to rotate around a bearing (26). It includes a weight bar (124a, b) which keeps the gun gravitationally oriented. It would have been obvious to one having ordinary skill in the art before the effective filing date of the claimed invention to combine the weight bar disclosed in Mauldin with the swivel and tool taught in Obrejanu with a reasonable expectation of success. This would be done to allow directional perforation of a downhole system. Allowable Subject Matter Claims 28-31, 35 and 38 are objected to as being dependent upon a rejected base claim, but would be allowable if rewritten in independent form including all of the limitations of the base claim and any intervening claims. Conclusion The prior art made of record and not relied upon is considered pertinent to applicant's disclosure. The prior art cited all show similar features to those of the claimed invention. Any inquiry concerning this communication or earlier communications from the examiner should be directed to DANIEL P STEPHENSON whose telephone number is (571)272-7035. The examiner can normally be reached M-F 10am-6pm. Examiner interviews are available via telephone, in-person, and video conferencing using a USPTO supplied web-based collaboration tool. To schedule an interview, applicant is encouraged to use the USPTO Automated Interview Request (AIR) at http://www.uspto.gov/interviewpractice. If attempts to reach the examiner by telephone are unsuccessful, the examiner’s supervisor, Tara Schimpf can be reached at 571-270-7741. The fax phone number for the organization where this application or proceeding is assigned is 571-273-8300. Information regarding the status of published or unpublished applications may be obtained from Patent Center. Unpublished application information in Patent Center is available to registered users. To file and manage patent submissions in Patent Center, visit: https://patentcenter.uspto.gov. Visit https://www.uspto.gov/patents/apply/patent-center for more information about Patent Center and https://www.uspto.gov/patents/docx for information about filing in DOCX format. For additional questions, contact the Electronic Business Center (EBC) at 866-217-9197 (toll-free). If you would like assistance from a USPTO Customer Service Representative, call 800-786-9199 (IN USA OR CANADA) or 571-272-1000. /DANIEL P STEPHENSON/Primary Examiner, Art Unit 3676
Read full office action

Prosecution Timeline

Apr 12, 2024
Application Filed
Feb 26, 2025
Response after Non-Final Action
Dec 21, 2025
Non-Final Rejection — §102, §103 (current)

Precedent Cases

Applications granted by this same examiner with similar technology

Patent 12590505
COMPACT DOWNHOLE TOOL
2y 5m to grant Granted Mar 31, 2026
Patent 12584402
Method and Apparatus For Magnetic Ranging While Drilling
2y 5m to grant Granted Mar 24, 2026
Patent 12577851
WELLBORE FLOW CONTROL VALVE AND METHOD
2y 5m to grant Granted Mar 17, 2026
Patent 12571284
APPARATUS, SYSTEM AND PROCESS FOR REGULATING A CONTROL MECHANISM OF A WELL
2y 5m to grant Granted Mar 10, 2026
Patent 12571287
WELLHEAD AUTOMATIC POSITIONING METHOD AND SYSTEM OF PLUGGING AND PERFORATING OPERATION MACHINE
2y 5m to grant Granted Mar 10, 2026
Study what changed to get past this examiner. Based on 5 most recent grants.

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Prosecution Projections

1-2
Expected OA Rounds
86%
Grant Probability
61%
With Interview (-25.9%)
2y 5m
Median Time to Grant
Low
PTA Risk
Based on 1252 resolved cases by this examiner. Grant probability derived from career allow rate.

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