External Flow Switch for Repeated Downhole Actuation

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Solution Overview

Problem

Current hydraulic actuation mechanisms for downhole tools are expensive, time-consuming, and often limited to one-time use, making it difficult to repeatedly actuate and deactuate tools without breaking the drill string or tripping the tool out of the borehole, especially in near-bit deployments during drilling operations.

Innovation Solution

A pressure-activated flow switch is deployed externally to the downhole tool, allowing the reaming block to translate between radially retracted and extended positions in response to differential pressure, enabling repeated actuation and deactuation without obstructing the drilling fluid flow and allowing deployment near the drill bit.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If wireline retrieval of a plug is used to create differential pressure, then the underreamer can be actuated, but the operation becomes expensive and time-consuming requiring concurrent use of wireline or slick line assemblies

Engineering Contradiction:
Improveactuation reliabilityVSAvoidactuation time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system uses the drilling fluid flow itself to actuate the underreamer through a flow switch mechanism. The differential pressure generated by the drilling fluid flowing through the flow bore automatically opens the flow switch and extends the reaming block, eliminating the need for external wireline or slick line operations. This self-actuating mechanism significantly reduces actuation time and operational complexity.

Inventive Principle:
Principle #25Self-service

2Reliability

If shear pins or ball drop mechanisms are used, then the downhole tool can be actuated, but they are generally one-time or one-cycle mechanisms that do not allow for repeated actuation and deactuation

Engineering Contradiction:
Improveactuation reliabilityVSAvoidrepeated actuation capability
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The flow switch mechanism is designed to be dynamically reversible. The flow piston can move between closed and open positions based on differential pressure conditions, allowing the reaming block to be extended and retracted multiple times. This dynamic mechanism enables repeated actuation and deactuation cycles without the tool string breaking or the tool needing to be tripped out of the borehole, providing versatility for multiple reaming operations.

Inventive Principle:
Principle #15Dynamics

3Reliability

If ball drop mechanisms are used, then the downhole tool can be actuated, but they require that the drill string have an unobstructed through bore extending from the surface to the ball seat

Engineering Contradiction:
Improveactuation reliabilityVSAvoiddrill string configuration requirement
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The flow switch is deployed entirely external to the central flow bore, in an annular region between the tool body and tool mandrel. This extraction of the flow switch from the central bore path preserves the cross-sectional area of the flow bore, providing no obstruction to drilling fluid flow. This allows the tool to be deployed low in the BHA near the drill bit without requiring an unobstructed through bore from the surface.

Inventive Principle:
Principle #2Taking out (Extraction)

4Ease of operation

If the flow switch is deployed internally within the flow bore, then it can control fluid flow, but it would obstruct the drilling fluid flow and increase pressure drop and erosion

Engineering Contradiction:
Improveflow control capabilityVSAvoidpressure drop and erosion
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The flow switch is deployed entirely external to the central flow bore, in an annular region between the tool body and tool mandrel. This extraction of the flow switch from the central bore path preserves the cross-sectional area of the flow bore, providing no obstruction to drilling fluid flow. This minimizes both the pressure drop through the tool and erosion of internal tool components during use.

Inventive Principle:
Principle #2Taking out (Extraction)

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

This solution allows for repeated actuation and deactuation of downhole tools without breaking the drill string, minimizes pressure drop and erosion, and enhances operational certainty by eliminating inadvertent actuation and deactuation, while preserving the cross-sectional area for drilling fluid flow.

Implementation Method 1

The flow piston is configured to translate from the closed position to the open position when a differential pressure between the flow bore of the downhole tool and a chamber of the downhole tool exceeds a predetermined threshold

Methodology Applied
Scientific EffectDifferential pressure: Pressure Gradient

Implementation Method 2

The block assembly is configured to translate between radially retracted and radially extended positions in response to differential pressure

Methodology Applied
Scientific EffectDifferential pressure: Pressure Gradient

Data Source

PatentUS8967300B2Pressure activated flow switch for a downhole tool
Publication Date: 2015.03.03 SMITH INTERNATIONAL INC
  • US8967300B2 patent drawing
  • US8967300B2 patent drawing
  • US8967300B2 patent drawing

AI summary

A downhole tool includes a pressure activated flow switch for selectively actuating and deactuating a device, such as a reaming block. The flow switch is deployed external to the flow bore and includes a flow piston configured to reciprocate between axially opposed open and closed positions such that the device is actuated when the flow piston is in the open position and deactuated when the flow piston is in the closed position. The flow piston is configured to translate from the closed position to the open position when a differential pressure exceeds a predetermined threshold. The flow piston may be further configured to remain in the open position at differential pressures less than the threshold.