Activating Mechanism for Downhole Tool Mode Control

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Solution Overview

Problem

Existing downhole tool activation mechanisms in the hydrocarbon extraction process are inefficient, relying on deformable balls that can be deformed by pressure, which may not consistently activate or deactivate the tool effectively, especially in high-pressure conditions.

Innovation Solution

A novel activating mechanism using non-deformable activator balls or a cluster of small hard balls to control the operation of downhole tools by blocking flow ports, allowing for precise activation and deactivation of the tool between through-flow and by-pass modes, ensuring reliable operation and preventing overheating of drilling bits.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a deformable ball is used to activate the downhole tool, then the mechanism can be activated by pressure buildup, but the ball may not consistently activate or deactivate the tool effectively in high-pressure conditions

Engineering Contradiction:
Improveactivation reliabilityVSAvoidhigh-pressure conditions
Core Design Contradiction:
ReliabilityVSStress or pressure

Solution Approach 1:

The patent changes the physical state parameter of the activator ball from deformable to non-deformable. This parameter change ensures that the ball maintains its structural integrity and blocking capability under high-pressure conditions, reliably activating and deactivating the tool without deformation-induced failure.

Inventive Principle:
Principle #35Parameter changes

2Reliability

If a single large deformable ball is used, then the mechanism can block flow ports, but the ball may deform under pressure and fail to maintain consistent operation

Engineering Contradiction:
Improveoperation consistencyVSAvoidball deformation resistance
Core Design Contradiction:
ReliabilityVSStrength

Solution Approach 1:

The patent segments the single large deformable ball into multiple smaller non-deformable balls. This segmentation distributes the blocking function across multiple units, each maintaining structural integrity under pressure, thereby ensuring consistent operation without deformation-related failures.

Inventive Principle:
Principle #1Segmentation

3Adaptability or versatility

If through-flow ports are provided for fluid flow, then the tool can operate in through-flow mode, but the ports need to be blocked to activate the tool to by-pass mode

Engineering Contradiction:
Improvemode switching capabilityVSAvoidport blocking mechanism
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent employs non-deformable balls that automatically block the through-flow ports through their own weight and positioning when launched down the drill string. The balls self-activate the mode switching function by physically occluding the ports, eliminating the need for additional complex actuation mechanisms.

Inventive Principle:
Principle #25Self-service

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 mechanism enables reliable and efficient control of downhole tools, ensuring they operate correctly between active and inactive states, preventing overheating and maintaining drilling efficiency even in high-temperature applications.

Implementation Method 1

a number of flow blocking activator balls are launched down the drill string and which each are of such a size and shape that they can block access to said, through-flow ports

Methodology Applied
Scientific EffectPhysical obstruction / Blocking:

Implementation Method 2

allows through-flow of drilling fluid to the downhole tool

Methodology Applied
Scientific EffectFluid flow:

Data Source

PatentUSRE47269E1Activating mechanism for controlling the operation of a downhole tool
Publication Date: 2019.03.05 SCHOELLER-BLECKMANN OILFIELD EQUIPMENT
  • USRE47269E1 patent drawing
  • USRE47269E1 patent drawing
  • USRE47269E1 patent drawing

AI summary

An activating mechanism for controlling the operation of a downhole tool in a drill string and which is intended to be housed in a portion of the drill string upstream of the downhole tool, in which: the activating mechanism has a first mode in which it allows through-flow of drilling fluid to the downhole tool and a second mode in which through-flow of fluid is blocked; and the activating mechanism has a number of through-flow ports permitting through-flow of drilling fluid in said first mode of the mechanism and which are capable of being blocked by launching a number of flow blocking activator balls down the drill string and which each are of such size and shape that they can block access to said through-flow ports in order to activate the mechanism to the second mode and thereby adjust the downhole tool from one mode of operation to another.