Downhole Tool Escapement System for Incremental Shifting

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Solution Overview

Problem

Current systems for incrementally shifting members within tubulars in the resource recovery industry are complex to manufacture and reduce the flow area, as they require machining and multiple sleeves to achieve precise movement.

Innovation Solution

A downhole tool with a tubular design featuring a hydraulic passage with dual branches and a piston system that uses hydraulic pressure to radially clamp a locking ring against a member, allowing incremental axial movement while maintaining a larger flow area by eliminating the need for multiple sleeves.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If a series of J-slots of varying length are used to shift a member in increments, then incremental shifting is achieved, but manufacturing complexity increases and flow area is reduced

Engineering Contradiction:
Improveincremental shifting precisionVSAvoidmanufacturing complexity
Core Design Contradiction:
Manufacturing precisionVSDevice complexity

Solution Approach 1:

The tubular is segmented into multiple axial positions using circumferential grooves that engage with a locking mechanism. This allows the single tubular to be divided into functional segments for incremental positioning without requiring multiple separate sleeves or complex machining of internal surfaces.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A locking ring acts as an intermediary element between the tubular and the member. The locking ring engages with grooves on the tubular exterior to provide incremental positioning, eliminating the need for complex internal machining while achieving precise incremental shifts.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Manufacturing precision

If multiple sleeves are used to achieve incremental movement, then incremental shifting is achieved, but flow area is reduced

Engineering Contradiction:
Improveincremental shifting precisionVSAvoidflow area
Core Design Contradiction:
Manufacturing precisionVSArea of stationary object

Solution Approach 1:

Multiple functional elements (tubular, member, locking mechanism) are merged into a single integrated assembly. The locking ring engages with grooves on the tubular exterior rather than requiring multiple separate sleeves, thereby maintaining a larger flow area while achieving incremental positioning precision.

Inventive Principle:
Principle #5Merging (Combining)

3Ease of operation

If hydraulic pressure is applied to shift a sleeve axially, then the sleeve shifts directionally, but control complexity increases for incremental movement

Engineering Contradiction:
Improvedirectional controlVSAvoidcontrol complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The locking ring is designed to be movable under hydraulic pressure, allowing it to engage or disengage from grooves dynamically. This enables incremental positioning control through simple hydraulic actuation without complex control mechanisms, as the locking ring naturally responds to pressure changes by moving between engagement states.

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 easier manufacturing and maintains an increased flow area by allowing incremental shifting of members within tubulars, improving operational efficiency and fluid flow in resource exploration and recovery systems.

Implementation Method 1

Application of hydraulic pressure in the first branch urges the piston radially inwardly clamping the locking ring against the member and application of hydraulic pressure in the second branch urges the member axially in a first direction relative to the tubular

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Data Source

PatentUS11613948B2Escapement system for shifting a member in a downhole tool
Publication Date: 2023.03.28 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11613948B2 patent drawing
  • US11613948B2 patent drawing
  • US11613948B2 patent drawing

AI summary

A downhole tool includes a tubular having an outer surface, an inner surface, a recess extending from the inner surface toward the outer surface, and an opening extending from the outer surface to the recess. A hydraulic passage extends through the tubular. The hydraulic passage includes an inlet, a first and a second branch. The second branch is fluidically exposed at the inner surface. A piston is arranged in the recess. A locking ring is arranged radially inwardly of the piston and a member is arranged in the tubular spaced from the inner surface. Application of hydraulic pressure in the first branch urges the piston radially inwardly clamping the locking ring against the member and application of hydraulic pressure in the second branch urges the member axially in a first direction relative to the tubular.