Downhole Tool Release Mechanism for Perforating Gun Retrieval

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Solution Overview

Problem

Conventional automatic release systems for perforating guns in hydrocarbon wells often result in the gun falling to the bottom of the well after detonation, making retrieval difficult and posing a risk of damage due to fluid inflow, and are not suitable for closed tubing applications where tubing pressure is less than wellbore pressure.

Innovation Solution

A connector assembly with a latching mechanism that automatically disconnects the perforating gun from the tubing string after detonation, combined with a pressure-balancing mechanism to equalize internal and external pressures, allowing the gun to release safely and facilitating retrieval.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Extent of automation

If conventional automatic release systems are used, then the perforating gun can automatically disconnect after detonation, but the gun falls to the bottom of the well making retrieval difficult and posing damage risk

Engineering Contradiction:
Improveautomatic disconnectionVSAvoidretrievability
Core Design Contradiction:
Extent of automationVSEase of operation

Solution Approach 1:

The system divides the connector assembly into separable components: a release mechanism that detaches the gun from the tubing string, and a retrieval mechanism that enables controlled recovery. The gun string is segmented from the tubing string through the release mechanism, allowing independent retrieval operations.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A connector assembly serves as an intermediary device between the tubing string and perforating gun. This intermediary contains both release and retrieval functions, mediating the transition from connected to disconnected state while enabling controlled retrieval through the same intermediary structure.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Extent of automation

If conventional automatic release systems are used, then automatic disconnection is achieved, but the gun becomes stuck in casing due to formation fluid inflow

Engineering Contradiction:
Improveautomatic disconnectionVSAvoidstuck prevention
Core Design Contradiction:
Extent of automationVSReliability

Solution Approach 1:

The release mechanism is designed to activate automatically upon detonation, performing the disconnection action before formation fluids can cause the gun to sand up and stick in the casing. The timing of the release mechanism ensures separation occurs at the optimal moment to prevent subsequent sticking.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system uses the detonation event itself to trigger the release mechanism, making the system self-activating without requiring external intervention. The detonation energy directly or indirectly actuates the release mechanism, ensuring automatic disconnection at the precise moment needed.

Inventive Principle:
Principle #25Self-service

3Ease of operation

If modular perforating gun sections with automatic disconnect are used, then sections can be retrieved after detonation, but the disconnected sections may be propelled up the wellbore and damage the well

Engineering Contradiction:
ImproveretrievabilityVSAvoidwell damage risk
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The connector assembly incorporates a balancing mechanism that counteracts the upward force generated during detonation. This balancing mechanism applies a downward force or creates resistance to prevent the disconnected gun section from being propelled upward, effectively counterbalancing the harmful upward momentum.

Inventive Principle:
Principle #8Anti-weight (Counterweight)

Solution Approach 2:

The system prepares for the upward propulsion hazard in advance by incorporating energy-absorbing elements or damping mechanisms in the connector assembly. These elements cushion the separation event, absorbing the excess energy that would otherwise propel the gun section upward and potentially damage the well.

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

4Adaptability or versatility

If existing gun release systems are used, then release function is provided, but they are not usable in closed tubing applications where tubing pressure is less than wellbore pressure

Engineering Contradiction:
Improvepressure differential compatibilityVSAvoidsystem design
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The connector assembly is designed as a universal device that functions in both open and closed tubing applications. The pressure-balancing mechanism and sealed design enable the same device to operate reliably across different pressure conditions, eliminating the need for application-specific variations.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system incorporates pressure-balancing mechanisms that use hydraulic or pneumatic principles to equalize forces across the release mechanism. By balancing the pressure differential between tubing and wellbore, the system enables reliable operation in closed tubing applications where pressure differences would otherwise prevent release.

Inventive Principle:
Principle #29Pneumatics and hydraulics

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

Ensures safe and reliable disconnection of the perforating gun from the tubing string, preventing damage and enabling retrieval, even in closed tubing applications with pressure differentials, by balancing pressure forces and utilizing a sealing assembly to manage fluid flow.

Implementation Method 1

a balancing assembly to substantially balance the pressure forces inside the tubing with the pressure forces in the wellbore

Methodology Applied
Scientific EffectPressure balancing: Pressure Gradient

Implementation Method 2

a sealing assembly to seal the tubing from the wellbore

Methodology Applied
Scientific EffectSealing: Physical Containment

Implementation Method 3

a latching mechanism to couple the perforating gun to the string

Methodology Applied
Scientific EffectMechanical coupling: Mechanical Fastener

Data Source

PatentUS7353871B2Downhole automatic tool release and method of use
Publication Date: 2008.04.08 SCHLUMBERGER TECH CORP
  • US7353871B2 patent drawing
  • US7353871B2 patent drawing
  • US7353871B2 patent drawing

AI summary

A release tool adapted to be connected between a perforating gun and a tubing for releasing the perforating gun from the tubing after detonation of the perforating gun, the tool including a housing in connection with the tubing, the housing having an axial bore; an axially shiftable member in connection between the housing and a perforating gun; a seal member positioned in the axial bore of the housing, the axially shiftable member positioned through the seal member; a frangible member maintaining the axially shiftable member in connection between the housing and the perforating gun until the frangible member is shatter disconnecting the shiftable member; and a mechanism for equalizing the pressure across the seal member after the axially shiftable member is disconnected allowing the perforating gun to separate from the housing.