Downhole Plug Shear Ring for Multi-Seat Engagement

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Solution Overview

Problem

Existing downhole plugs face challenges in being reused for subsequent wellbore operations due to restrictions within the casing, such as inner diameter limitations and coupling transitions, which hinder their effective dislodgment and repositioning.

Innovation Solution

A multi-function plug design featuring a detachable member that engages with at least two seats to perform separate downhole operations, utilizing a shear ring mechanism to reduce the plug's outer diameter and facilitate travel through the casing with minimal obstruction, allowing for continued use in subsequent operations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the plug is designed to engage with a single seat for one downhole operation, then the operational simplicity is maintained, but the plug cannot be reused for subsequent operations

Engineering Contradiction:
Improveplug reusabilityVSAvoidplug structure
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The plug is segmented into a body portion and a detachable member that can separate from the body. This segmentation allows the plug to engage with multiple seats sequentially - first as a complete unit, then with the detachable member separated to reduce diameter for travel through casing restrictions to subsequent operation locations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The plug transitions from a static single-configuration design to a dynamic multi-configuration design. The detachable member can be in different states (attached or detached) depending on the operational phase, allowing the plug to adapt its form factor - larger diameter when engaged with the first seat, smaller diameter when traveling to subsequent locations.

Inventive Principle:
Principle #15Dynamics

2Ease of operation

If the plug maintains its full outer diameter after the first operation, then structural integrity is preserved, but the plug forms obstructions when traveling through casing restrictions

Engineering Contradiction:
Improvetravel through casingVSAvoidplug structural integrity
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

By dividing the plug into separable components (body and detachable member), the system allows the detachable member to be removed after the first operation. This reduces the overall diameter for traveling through casing restrictions while the remaining body portion maintains sufficient structural integrity for subsequent operations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The detachable member is extracted from the plug body after completing its function of engaging the first seat. This extraction reduces the plug's outer diameter, enabling it to pass through casing restrictions and coupling transitions that would otherwise be obstructed by the full-diameter plug.

Inventive Principle:
Principle #2Taking out (Extraction)

3Ease of operation

If high pressure fluid is used to force the plug down for dislodgment, then the plug can be moved, but the plug and seats are subjected to excessive stress

Engineering Contradiction:
Improveplug dislodgmentVSAvoidpressure on plug and seat
Core Design Contradiction:
Ease of operationVSStress or pressure

Solution Approach 1:

The detachable member is designed with a shear connection to the body portion that allows controlled separation at a predetermined location. This segmentation enables the detachable member to be released by applying force at a specific weak point (shear location) rather than requiring high-pressure fluid to force the entire plug down, significantly reducing the stress and pressure required for dislodgment.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The shear connection is pre-designed at a specific location on the detachable member to fail at a predetermined force level. This preliminary preparation of a weak point allows the plug to be dislodged by applying force to the proximal end, which then propagates through the shear location to separate the detachable member, avoiding the need for high-pressure fluid forcing.

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 the plug to perform multiple downhole functions with reduced likelihood of forming obstructions, enhancing operational efficiency and flexibility by allowing the plug to be reused in subsequent wellbore operations.

Implementation Method 1

A multi-function plug design featuring a detachable member that engages with at least two seats to perform separate downhole operations, utilizing a shear ring mechanism to reduce the plug's outer diameter

Methodology Applied
Scientific EffectShear stress: Shear Stress

Data Source

PatentUS10494892B2Multifunction downhole plug
Publication Date: 2019.12.03 HALLIBURTON ENERGY SERVICES INC
  • US10494892B2 patent drawing
  • US10494892B2 patent drawing
  • US10494892B2 patent drawing

AI summary

A downhole plug and method of activating multiple downhole tools in a subterranean formation are disclosed. The plug includes a detachable ring that enables the plug to land in and engage at least two different seats, each seat having a different profile. This in turn enables the plug to activate at least two separate downhole devices, one in an upper downhole tool and one in a lower downhole tool. The ring separates from the plug once a certain pressure is reached in the wellbore enabling the plug to travel downhole from the upper tool to the lower tool to activate the device in the lower downhole tool.