Communication Tool Cutter Indexing for Subsurface Valve Alignment

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Solution Overview

Problem

Current methods for establishing fluid communication between a control fluid line and a downhole safety valve require precise alignment, which can be costly and prone to errors, leading to potential damage and inefficiencies in the oil and gas industry.

Innovation Solution

A communication tool with a cutter and indexing system that allows for 360-degree rotation, enabling the cutter to penetrate and establish fluid communication without initial alignment, using a central prong and return spring mechanism to rotate and extend the cutter into the safety valve's hydraulic chamber.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If precise alignment methods are used to establish fluid communication, then reliability of communication establishment is improved, but device complexity and cost increase

Engineering Contradiction:
Improvereliability of communication establishmentVSAvoidalignment system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The cutter is made movable relative to the housing, transitioning from a retracted to an extended position to penetrate the safety valve. This dynamic positioning eliminates the need for precise initial alignment while maintaining reliable communication establishment

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The indexing system pre-positions the cutter at multiple rotational stages around the housing bore, ensuring that regardless of initial alignment, the cutter will eventually align with and penetrate the safety valve during rotation

Inventive Principle:
Principle #10Preliminary action

2Manufacturing precision

If precise alignment methods are used to establish fluid communication, then manufacturing precision is improved, but ease of operation deteriorates

Engineering Contradiction:
Improvealignment precisionVSAvoidease of tool deployment
Core Design Contradiction:
Manufacturing precisionVSEase of operation

Solution Approach 1:

The tool performs self-alignment through the indexing system that automatically rotates the cutter through 360 degrees, eliminating the need for external alignment operations and simplifying deployment

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The movable cutter and indexing mechanism allow the tool to adapt to different positions automatically, making operation easier while maintaining precision through the staged rotational indexing

Inventive Principle:
Principle #15Dynamics

3Ease of operation

If cutter extension mechanism is added to allow penetration without alignment, then ease of operation is improved, but device complexity increases

Engineering Contradiction:
Improveease of cutter deploymentVSAvoidcutter mechanism complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The cutter mechanism is segmented into distinct components: the cutter itself, the movable connection to the housing, the return spring, and the indexing system with multiple positions. This segmentation allows each component to perform its specific function independently, simplifying the overall mechanism

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The indexing system acts as an intermediary between the cutter and the housing, providing staged rotational positions that guide the cutter to the safety valve without requiring complex real-time control or precise initial positioning

Inventive Principle:
Principle #24Intermediary (Mediator)

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

This solution allows for reliable and cost-effective fluid communication between the control line and the safety valve, reducing the need for precise alignment and minimizing the risk of damage, facilitating the operation of wireline replacement valves.

Implementation Method 1

a return spring and indexing system which rotate the cutter housing and cutter assembly counterclockwise around the central prong axis

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

the cutter is extended from the communication tool once the tool has been locked into position inside the TRSSSV. The cutter extends into an internal recess on the inner diameter of the TRSSSV. With the cutter in the extended position, downward jarring on the central prong of the tool causes downward displacement of the cutter

Methodology Applied
Scientific EffectMechanical Force: Mechanical Force

Data Source

PatentEP2122119B1Tool and method for establishing hydraulic communication with a subsurface safety valve
Publication Date: 2019.09.04 BJ SERVICES CO
  • EP2122119B1 patent drawingFigure 1~2
  • EP2122119B1 patent drawingFigure 3A~3D
  • EP2122119B1 patent drawingFigure 3E~3H

AI summary

A communication tool apparatus is described which is adapted to provide selective communication of control fluid through a downhole device such as a safety valve. The downhole safety valve is a tubing retrievable subsurface safety valve ('TRSSSV'). The communication tool may be run downhole and within the TRSSSV. Once within the TRSSSV, the communication tool apparatus activates a cutting device (55) within the TRSSSV such that communication of control fluid through the TRSSSV is possible. The cutter does not have to be axially aligned with the component (110) to be cut but is rotated through 360 degrees by means of an indexing mechanism. A replacement safety valve run on a wireline may then be inserted into the TRSSSV and be operated via the control fluid line, as a new communication path created by the communication tool described herein.