Extendable Shifting Tool for Well Completion Isolation Valve Control

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Solution Overview

Problem

The existing well completion systems face challenges in maintaining reliable control over mechanical formation isolation valves (MFIVs) due to seal degradation and unreliable hydraulic connections, leading to costly and time-consuming interventions, especially in wells with electric submersible pumps, where pressure differentials can result in blowouts.

Innovation Solution

A completions assembly with an extendable shifting tool that allows secure landing and hydraulic control of the MFIV without premature opening, utilizing a retractable mechanism and fail-safe designs to maintain well control and avoid hydraulic couplings, enabling surface-operated control of the valve.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If wet-mate hydraulic connections are used to control the MFIV, then control over the valve can be maintained, but seal degradation and leaking occur over time requiring costly workovers

Engineering Contradiction:
Improvevalve control reliabilityVSAvoidseal life
Core Design Contradiction:
ReliabilityVSDuration of action of stationary object

Solution Approach 1:

The system is divided into upper and lower completion segments that are connected through a sealed interface. The MFIV is positioned at this interface, allowing each segment to be independently serviced or replaced without affecting the other, thereby extending overall system life while maintaining valve control reliability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The upper completion is installed and sealed to the lower completion before the MFIV is opened. This preliminary sealing action ensures that well control is established prior to any potential pressure differentials, preventing blowouts while allowing the valve to be opened later when ready.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If a shifting tool is used to open the MFIV after installation, then valve control can be achieved, but the tool may prematurely open the valve before upper completion is securely landed, causing blowouts

Engineering Contradiction:
Improvevalve opening capabilityVSAvoidblowout risk
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The shifting tool is designed with a dynamic positioning system that allows it to be extended or retracted relative to the upper completion. The tool remains retracted during installation to prevent premature valve opening, and is extended only after the upper completion is securely landed and sealed, enabling controlled valve opening at the appropriate time.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The shifting tool acts as an intermediary mechanism between the upper completion and the MFIV. It provides a controlled interface for transmitting the opening action only when properly positioned, serving as a safety mediator that prevents direct connection and premature activation.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Adaptability or versatility

If the shifting tool is left extended to maintain valve control, then operational flexibility is improved, but the tool interferes with ESP installation and requires equipment removal

Engineering Contradiction:
Improvevalve control flexibilityVSAvoidequipment configuration
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The shifting tool employs a dynamic retraction mechanism that allows it to be stored within the upper completion when not in use. This enables the installation of ESPs and other production hardware without interference, while maintaining the capability to extend the tool for valve control operations when needed.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The shifting tool is designed to nest within the upper completion assembly when retracted. This nested configuration minimizes the overall equipment footprint and eliminates interference with ESP installation, while preserving full valve control functionality when the tool is deployed.

Inventive Principle:
Principle #7Nested doll (Nesting)

Data Source

PatentUS9598929B2Completions assembly with extendable shifting tool
Publication Date: 2017.03.21 SCHLUMBERGER TECH CORP
  • US9598929B2 patent drawing
  • US9598929B2 patent drawing
  • US9598929B2 patent drawing

AI summary

A completions assembly that includes an extendable and retractable shifting tool at a lower end of an upper completion. Outfitted with this type of tool, the upper completion may be sealably landed out at an installed lower completion without prematurely opening an isolation valve that ensures well control thereat. Rather, the full completions assembly may be finished out and the valve later opened by extending of the shifting tool from the upper completion toward the isolation valve at the lower completion. Once more, this type of well control is achieved through use of hydraulic lines that are dedicated to the upper completion even though the isolation valve is located therebelow. As a result, the extended use of hydraulic couplings and other complex or wear-prone well control architecture may be largely avoided.