Downhole Filter Assembly with Pressure-Actuated Bypass Ports

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Solution Overview

Problem

Current filter assemblies for wellbore treatment fluids face issues such as clogging, debris dislodgement during retrieval, inability to disassemble for easy cleaning, and open bypass ports allowing debris to bypass the filter, leading to protection failures for downhole tools.

Innovation Solution

A filter assembly with a filter screen and bypass ports that remain closed until clogged, allowing fluid to bypass through a secondary path, and a debris sleeve for retaining dislodged debris, enabling easier cleaning and reduced debris entry into protected tools.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the filter screen is used to filter wellbore treatment fluid, then debris is removed from the fluid, but the filter screen becomes clogged with debris over time

Engineering Contradiction:
Improvefilter protection capabilityVSAvoidfluid flow rate
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The bypass port plug transitions from a static closed state to a dynamic open state in response to pressure differential changes. When the filter screen becomes clogged and pressure differential increases, the plug automatically opens to allow fluid to flow through the bypass path, restoring fluid flow rate while maintaining debris filtration through the filter screen

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The bypass port plug acts as an intermediary mechanism between the filtered fluid path and the bypass path. It controls the transition of fluid flow between these two paths based on filter clogging conditions, ensuring that fluid can either pass through the filter screen for purification or through the bypass path when filtration is compromised

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If the bypass ports are kept open to maintain fluid flow, then fluid can bypass the filter, but debris can enter through the bypass ports and damage downhole tools

Engineering Contradiction:
Improvefluid flow rateVSAvoidtool protection capability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system uses pressure differential across the filter screen as feedback to control the bypass port plug position. When pressure differential is within normal ranges, the plug remains closed, directing all fluid through the filter for protection. When pressure differential exceeds thresholds indicating clogging, the plug opens to maintain flow, with the understanding that filter replacement is needed soon

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

The bypass port plug automatically responds to filter clogging conditions without external intervention. The system self-regulates by opening the bypass path when the filter screen becomes clogged, maintaining fluid flow without requiring manual monitoring or control system intervention

Inventive Principle:
Principle #25Self-service

3Device complexity

If the filter assembly is designed as a single integrated unit, then it is compact and easy to install, but it cannot be disassembled for easy cleaning

Engineering Contradiction:
Improveassembly structureVSAvoidcleaning accessibility
Core Design Contradiction:
Device complexityVSEase of repair

Solution Approach 1:

The filter assembly is segmented into distinct components including the filter screen, bypass port plug, and housing that can be disassembled from one another. This segmentation allows the filter screen to be removed and cleaned separately while maintaining a relatively simple overall assembly structure during installation and operation

Inventive Principle:
Principle #1Segmentation

4Reliability

If the filter screen is used without a debris retention mechanism, then it filters debris effectively, but debris dislodges during retrieval and enters protected tools

Engineering Contradiction:
Improvefiltration effectivenessVSAvoiddebris dislodgement
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

The debris pocket provides a retention space for debris collected on the filter screen before retrieval operations begin. This beforehand preparation prevents debris from dislodging and entering downhole tools during the retrieval process, as the debris is already contained in the pocket structure

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

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 filter assembly effectively maintains fluid flow during clogging, retains debris during retrieval, and simplifies cleaning by allowing disassembly, preventing debris from entering protected tools and extending filter life.

Implementation Method 1

a filter screen, wherein a wellbore treatment fluid flows through the filter screen via the first fluid-flow path

Methodology Applied
Scientific EffectFiltration: Filter (physical)

Implementation Method 2

a bypass port plug, wherein the bypass port plug prevents fluid flow through the bypass ports

Methodology Applied
Scientific EffectMechanical sealing: Mechanical Force

Implementation Method 3

a debris pocket, wherein the debris pocket retains dislodged debris

Methodology Applied
Scientific EffectPhysical containment: Physical Containment

Data Source

PatentUS11560777B2Filter sub for downhole applications
Publication Date: 2023.01.24 DELTA SCREEN & FILTRATION LLC
  • US11560777B2 patent drawing
  • US11560777B2 patent drawing
  • US11560777B2 patent drawing

AI summary

A filter assembly can include a filter element and a fluid inlet for fluid to flow through the filter element. The filter assembly can include bypass ports that are in a closed position from bypass port plugs until the filter screen becomes sufficiently clogged such that the fluid is restricted or prevented from flowing through the filter screen, which causes pressure to build up within the filter assembly. The increase in pressure can cause the bypass port plug to open the bypass ports such that fluid can flow through the bypass ports. The filter assembly can include a debris sleeve that partially or wholly surrounds the filter screen.