Casing Window Assembly with Expandable Inner Sleeve

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Solution Overview

Problem

Conventional casing window assemblies for wellbores require milling, have high costs for separate trips to retrieve components, and face challenges in achieving proper lateral position and depth due to torque issues during drilling.

Innovation Solution

A casing window assembly with a tubular casing sleeve and an inner sleeve that can be releasably secured using an expandable wall and securing elements, eliminating the need for milling and allowing for secure positioning without additional trips, featuring a high-pressure rating and improved orientation through a mandrel and orienting member with expandable stop and orienting-keys.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If a conventional casing window assembly with an outer aluminum sleeve is used, then the annulus is protected from debris and cement, but the outside diameter increases and the pressure rating decreases

Engineering Contradiction:
Improveprotection from debris and cementVSAvoidpressure rating
Core Design Contradiction:
Object-affected harmful factorsVSStrength

Solution Approach 1:

The patent uses a disposable plastic liner that is intentionally designed to be removed after serving its protective function during cementing. The liner provides temporary protection against debris and cement contamination but is not intended for permanent retention, thus avoiding the pressure rating limitations of aluminum sleeves while maintaining protection during the critical cementing operation.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Solution Approach 2:

The invention employs a composite structure combining a metal casing with a plastic liner. The metal casing provides the structural strength and pressure rating, while the plastic liner provides the protective function during cementing. This composite approach allows each material to contribute its superior properties without compromising the other.

Inventive Principle:
Principle #40Composite materials

2Ease of operation

If a pre-milled window is created in the casing, then tool entry is enabled, but additional trips are required to retrieve components and milling operations are needed

Engineering Contradiction:
Improvetool entry capabilityVSAvoidseparate trips and milling operations
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent incorporates a pre-formed opening in the casing that is prepared in advance during casing manufacturing, eliminating the need for on-site milling operations. The opening is designed to accommodate tool entry directly, so when the casing is installed, tools can be entered without requiring additional trips or milling equipment, thus saving time and operational complexity.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The invention combines the opening formation and tool entry capability into a single integrated design feature of the casing itself. Rather than requiring separate operations for creating the opening and enabling tool entry, the pre-formed opening provides both functions simultaneously, eliminating redundant steps in the completion process.

Inventive Principle:
Principle #5Merging (Combining)

3Reliability

If an inner steel sleeve is used to protect the inside of the casing, then the seal is improved and pressure rating increases, but a separate trip is required to retrieve the sleeve

Engineering Contradiction:
Improveseal qualityVSAvoidseparate retrieval trip
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent uses a disposable plastic liner instead of a retrievable steel sleeve. The liner provides adequate sealing and protection during the cementing operation but is designed to remain in place or be easily removed without requiring a separate retrieval trip. This eliminates the costly and time-consuming operation of fishing out a steel sleeve while maintaining the necessary seal integrity during the critical cementing phase.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Solution Approach 2:

The invention extracts the retrieval function from the protective liner design. Rather than designing a sleeve that must be retrieved, the patent uses a liner that is either left in place as a permanent seal or can be removed through simple operations. This extraction of the retrieval requirement eliminates the need for separate fishing trips while still providing the necessary protection and sealing functions.

Inventive Principle:
Principle #2Taking out (Extraction)

4Measurement precision

If conventional orienting members are used for lateral position and depth orientation, then orientation is provided, but torque buildup causes difficulty in achieving proper positioning in deeper wells

Engineering Contradiction:
Improvelateral position and depth orientationVSAvoidpositioning difficulty due to torque
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent segments the orientation function into separate components: lateral position orientation and depth orientation. The casing opening is positioned at a specific lateral location on the casing, providing inherent lateral orientation. Depth orientation is achieved through separate positioning of the opening relative to the casing end. This segmentation allows each orientation function to be optimized independently, reducing the torque problems associated with trying to achieve both orientations simultaneously through a single mechanism.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Instead of using a complex orienting member that tries to control both lateral position and depth simultaneously (which creates torque issues), the patent inverts the approach by using the casing opening's fixed position on the casing body to provide lateral orientation inherently. The opening's location on the casing circumference automatically provides the correct lateral angle without requiring active orientation mechanisms, thereby eliminating the torque buildup problem.

Inventive Principle:
Principle #13The other way round (Inversion)

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 completion of lateral wellbores without milling, reduces retrieval costs, and facilitates precise orientation without torque-related delays, achieving a high-pressure rating and efficient installation.

Implementation Method 1

an end of the recessed wall profile includes a shoulder; and ii) an inner sleeve releasably secured within the casing sleeve by the expandable wall or the securing element

Methodology Applied
Scientific EffectExpansion:

Data Source

PatentUS9033059B2Casing window assembly
Publication Date: 2015.05.19 HALLIBURTON ENERGY SERVICES INC
  • US9033059B2 patent drawing
  • US9033059B2 patent drawing
  • US9033059B2 patent drawing

AI summary

A casing window assembly for completion of a lateral wellbore. The casing window assembly includes a tubular casing sleeve with a casing window and an inner sleeve releasably secured within the casing sleeve at a pre-released position adjacent the casing window.