Downhole Actuation Mechanism Sleeve Flow Rate Control

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Solution Overview

Problem

Existing downhole actuation mechanisms face challenges in actuating earth-boring tools when components like measuring-while-drilling instrumentation and downhole motors obstruct the flow path, preventing actuation members from passing through, especially at high fluid flow rates which can damage components.

Innovation Solution

The implementation of an actuation mechanism with a movable sleeve that changes positions in response to fluid flow rate changes, allowing an actuation member to be released and travel down the drill string at low flow rates, avoiding damage by engaging with an actuating receptacle under controlled conditions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If actuation is performed by dropping an actuation member through the drill string, then actuation can be achieved, but components like measuring-while-drilling instrumentation and downhole motors block the actuation member's path

Engineering Contradiction:
Improveactuation capabilityVSAvoidflow path obstruction
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The actuation mechanism is divided into multiple functional segments: a release mechanism segment that holds the actuation member, a transport segment that moves it downward, and an actuation segment that engages with the tool. This segmentation allows each part to perform its specific function while navigating around obstructions in the drill string.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A fluid-actuated release mechanism serves as an intermediary between the surface operator and the actuation member. Instead of directly dropping the actuation member through obstructed paths, fluid pressure is used to release and propel it, allowing indirect actuation that bypasses physical blockages from instrumentation and motors.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If high flow rate is used to move the actuation member quickly, then actuation speed is improved, but component damage risk increases

Engineering Contradiction:
Improveactuation speedVSAvoidcomponent damage risk
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

The system uses dynamic control of fluid flow to adjust the release timing and actuation member velocity. By controlling when and how the actuation member is released using fluid pressure, the system optimizes the balance between achieving sufficient actuation speed and minimizing damaging forces on components.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The actuation process uses periodic or controlled fluid flow pulses rather than continuous high-flow conditions. The fluid pressure is applied in a controlled manner to release the actuation member at the optimal moment, providing sufficient velocity for actuation while avoiding sustained high-velocity conditions that would cause damage.

Inventive Principle:
Principle #19Periodic action

3Loss of information

If measuring-while-drilling instrumentation with pulse telemetry is installed, then information communication is improved, but the valve blocks actuation member passage

Engineering Contradiction:
Improvedata transmission capabilityVSAvoidactuation member passage
Core Design Contradiction:
Loss of informationVSEase of operation

Solution Approach 1:

The actuation member is positioned and held in a ready state above the instrumentation before the actual actuation sequence begins. The release mechanism is pre-configured so that when fluid pressure is applied, the actuation member is released and propelled past the instrumentation valve, allowing data transmission setup to be completed first without interfering with subsequent actuation.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system replaces direct mechanical dropping of the actuation member through the instrumentation with a fluid-actuated release mechanism. This substitution allows the actuation member to be released and propelled past the valve-controlled instrumentation, separating the data transmission function from the physical passage requirement.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

4Power

If downhole motors with restrictive flow paths are used, then earth-boring tool rotation is improved, but actuation member passage is blocked

Engineering Contradiction:
Improverotation capabilityVSAvoidactuation member passage
Core Design Contradiction:
PowerVSEase of operation

Solution Approach 1:

The system changes the spatial dimension of actuation by using fluid pressure applied radially or axially to the release mechanism, rather than relying on the actuation member traveling linearly through the restrictive flow path of the downhole motor. This dimensional change allows actuation to occur without the member physically passing through the motor's restricted passages.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

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 successful actuation of earth-boring tools while minimizing the risk of component damage by releasing the actuation member at low flow rates, ensuring effective engagement with the actuating receptacle and reducing the likelihood of damage to the actuation member and tool components.

Implementation Method 1

A movable sleeve may be located within the internal bore and may be movable between a first position and a second position responsive to changes in flow rate of fluid flowing through the flow path

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Data Source

PatentUS10006272B2Actuation mechanisms for downhole assemblies and related downhole assemblies and methods
Publication Date: 2018.06.26 BAKER HUGHES CO
  • US10006272B2 patent drawing
  • US10006272B2 patent drawing
  • US10006272B2 patent drawing

AI summary

Actuation mechanisms for downhole assemblies in earth-boring applications may comprise a housing comprising an internal bore defining a flow path through the housing. An actuation member may be supported within the housing. A movable sleeve may be located within the internal bore and may be movable between a first position and a second position responsive to changes in flow rate of fluid flowing through the flow path. The movable sleeve may be biased toward the first position. The actuation member may be in an initial, pre-actuation position when the movable sleeve is initially located in the first position. The actuation member may be movable to a subsequent, pre-actuation position when the movable sleeve is located in the second position. The actuation member may be released from the actuation mechanism when the movable sleeve is returned to the first position.