Balanced Piston Toe Sleeve Pressure Actuation

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Solution Overview

Problem

Existing downhole tools face challenges in providing a reliable pressure-actuated communication path from the inside of an inner tubular to the annular area between the inner and outer tubulars or an uncased borehole wall for stimulation and production, as current solutions like ball-actuated and RFID-actuated fracturing sleeves are not adequately efficient.

Innovation Solution

A pressure-actuated valve assembly and balanced piston toe sleeve design, featuring a valve collar with a valve cylinder, balancing port, test port, and piston, which fluidly seals to divide the cylinder into balancing and actuating chambers, allowing fluid communication between the bore and output port upon pressure changes, and an opening piston that aligns with apertures to enable fluid flow between the bore and wellbore.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If ball-actuated or RFID-actuated fracturing sleeves are used, then the device can provide a communication path for stimulation or production, but the efficiency and reliability are insufficient

Engineering Contradiction:
Improvereliability of communication pathVSAvoidefficiency of stimulation and production
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The patent employs a pressure-actuated piston mechanism where fluid pressure differential drives the piston to move between closed and open positions. The piston is actuated by pressurizing the actuating cylinder through the test port, which overcomes the biasing force and opens the communication path. This hydraulic actuation method provides reliable and efficient control compared to ball-actuated or RFID-actuated systems.

Inventive Principle:
Principle #29Pneumatics and hydraulics

2Ease of operation

If a pressure-actuated valve assembly is implemented, then precise control of fluid communication is achieved, but the device complexity increases

Engineering Contradiction:
Improveprecise control of fluid communicationVSAvoidcomplexity of valve assembly
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The valve assembly is segmented into distinct functional components: a piston that divides the cylinder into balancing and actuating chambers, a check valve for unidirectional flow control, and separate ports (test port, balancing port) for independent pressure control. This segmentation allows precise control of fluid communication while organizing complexity into manageable, modular elements.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The piston acts as an intermediary element that translates pressure differential into mechanical motion to control the communication path. The check valve serves as an intermediary to prevent backflow and maintain pressure differential. These intermediary components enable precise control without requiring complex control systems.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If multiple pressure cycles are withstood before opening, then the integrity of downhole operations is enhanced, but the time required for operation increases

Engineering Contradiction:
Improveintegrity of downhole operationsVSAvoidtime for pressure cycling
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The valve assembly is designed to withstand multiple pressure cycles in a closed state before opening, allowing preliminary operations (such as well testing or stimulation) to be completed while maintaining integrity. The piston remains in the closed position during these cycles, and only opens when the actuating cylinder is pressurized, providing controlled timing for the opening action after necessary preliminary operations.

Inventive Principle:
Principle #10Preliminary action

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 precise control of fluid communication between the bore and wellbore, ensuring reliable stimulation and production by maintaining fluid pressure and preventing backflow, with the ability to withstand multiple pressure cycles before opening, enhancing the efficiency and integrity of downhole operations.

Implementation Method 1

The valve piston may fluidly seal to the valve cylinder and may divide the valve cylinder into a balancing cylinder in fluid communication with the balancing port and an actuating cylinder in fluid communication with the test port

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Implementation Method 2

pressurizing the bore of the tool string in a pressure cycle so that fluid enters the balancing cylinder through the balancing port and the actuating cylinder through the test port via the check valve

Methodology Applied
Scientific EffectHydraulic actuation: Hydraulic Press

Implementation Method 3

The opening piston may be positioned to slide within the opening cylinder in response to fluid pressure within the opening cylinder when fluid pressure is introduced therein via the opening port of the valve collar

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Implementation Method 4

The method may further include traversing the opening piston in the opening cylinder

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 5

The test port may include a check valve and an output port

Methodology Applied
Scientific EffectCheck valve mechanism: Valve

Data Source

PatentUS10156124B2Balanced piston toe sleeve
Publication Date: 2018.12.18 TAM INTERNATIONAL INC
  • US10156124B2 patent drawing
  • US10156124B2 patent drawing
  • US10156124B2 patent drawing

AI summary

A balanced piston toe sleeve allows a pressure test cycle to be carried out before opening the bore of the toe sleeve to the wellbore. The balanced piston toe sleeve includes a valve assembly in which a valve piston separates a valve cylinder into a balancing cylinder and an actuation cylinder. The actuation cylinder is coupled to the bore through a check valve which allows unidirectional flow into the actuation cylinder. The balancing cylinder is in fluid communication with the bore. After a pressure test cycle, the pressure in the balancing cylinder reduces, while the pressure in the actuation cylinder is retained by the check valve. The valve piston shifts into the open position, allowing fluid flow from the bore to the toe sleeve.