Downhole Toe Opening Valve with Burst Disk Actuation

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Solution Overview

Problem

Current methods for opening the toe of tubing in oil and gas wells after pressure testing are inefficient, requiring additional time and equipment, and often limit pressure tests to below the maximum pressure the tubing will experience, especially in cemented environments.

Innovation Solution

A downhole tool with a shifting element and pressure chamber system that creates a pressure differential to open the toe, allowing pressure tests to be conducted at full burst pressure and enabling sequential tests, using a fluid control device like a burst disk to rupture and allow fluid communication, and an indexing assembly to ensure proper actuation after multiple pressure cycles.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the toe is opened by positioning a perforating device and explosively or abrasively perforating the tubing, then the toe can be opened for fluid flow, but additional time and equipment are required which increase the cost of the well

Engineering Contradiction:
Improvetoe opening operationVSAvoidtime for toe opening
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The valve is pre-installed in the toe of the tubing during initial installation. The valve remains in a closed position during pressure testing, eliminating the need for post-testing perforation operations. This preliminary placement of the opening mechanism resolves the contradiction by having the solution ready before the problem arises.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The invention extracts the toe-opening function from the perforating device and implements it through a dedicated valve mechanism. This separate, specialized component can be opened hydraulically or mechanically without requiring explosive or abrasive perforation equipment, thus eliminating the need for additional costly equipment and reducing operational time.

Inventive Principle:
Principle #2Taking out (Extraction)

2Ease of operation

If hydraulic pressure is used to open the toe, then the toe can be opened, but the pressure test is limited to pressures below the highest pressure the tubing will experience

Engineering Contradiction:
Improvetoe opening methodVSAvoidpressure test capability
Core Design Contradiction:
Ease of operationVSStress or pressure

Solution Approach 1:

The valve mechanism is segmented into distinct functional components: a valve body, a movable valve element, and a actuation mechanism. This segmentation allows the valve to be designed with specific pressure-rated components that can withstand full burst pressures while still being actuable by controlled hydraulic or mechanical means. The separation of the valve function from the pressure containment function enables full-pressure testing.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The invention introduces a valve as an intermediary component between the tubing interior and exterior. This valve can be opened on demand to allow fluid flow without requiring the entire tubing system to be designed for continuous open-state operation. The valve acts as a mediator that controls fluid passage, enabling pressure tests at full burst pressure by maintaining a sealed closed state during testing and then opening only when needed.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If the toe is opened early, then fluid flow is enabled, but pressure testing at full burst pressure cannot be performed

Engineering Contradiction:
Improveoperational efficiencyVSAvoidtubing integrity verification
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The valve is designed as a dynamic component that can transition between closed and open states. During pressure testing, the valve remains closed to maintain tubing integrity verification. After successful testing, the valve can be opened to enable fluid flow operations. This dynamic capability resolves the contradiction by allowing the system to adapt its state based on operational requirements rather than being fixed in one configuration.

Inventive Principle:
Principle #15Dynamics

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 efficient opening of the toe for fluid flow, allowing full-pressure testing and multiple sequential tests without additional equipment, reducing costs and operational time, and adapting to various well conditions.

Implementation Method 1

a fluid control device, which is preferably a burst disk, occupies at least a portion of the fluid path

Methodology Applied
Scientific EffectPressure rupture: Fracture Mechanics

Implementation Method 2

Application of fluid pressure on the interior of the tubing thereby creates a pressure differential across the shifting element, applying force tending to shift the shifting element

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS10107076B2Downhole tools, systems and methods of using
Publication Date: 2018.10.23 PEAK COMPLETION TECHNOLOGIES INC
  • US10107076B2 patent drawing
  • US10107076B2 patent drawing
  • US10107076B2 patent drawing

AI summary

A downhole tool comprising a nested sleeve preventing fluid communication between the interior of the tool and the exterior of the tool is provided. The downhole tool is actuated when fluid pressure is communicated from the interior of the tool to a first surface the nested sleeve, moving the nested sleeve such that it no longer prevents fluid communication from the interior to the exterior. Devices and methods for controlling the flow of fluid to the first surface of the nested sleeve are provided including fluid control devices such as burst disks, indexing sleeves and ratchet assemblies. In certain embodiments, the nested sleeve may be engaged with a slot system such that the nested sleeve moves along a path defined by such slot until the tool is actuated.