Hydraulic Ball Drop Actuation for Reusable Downhole Tools

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Solution Overview

Problem

Existing actuation mechanisms for downhole tools in subterranean boreholes are either expensive, time-consuming, or limited to one-time use, and complex electronically controllable systems are unreliable and costly.

Innovation Solution

A hydraulic actuation assembly featuring a valve assembly with a rotating valve sleeve and ball retention feature, allowing for selective fluid flow to actuate and deactivate downhole tools, enabling repeated use without the need for wire line assemblies or complex electronic systems.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If wire line actuation is used to enable differential hydraulic pressure to actuate a reamer, then the reamer can be actuated and deactivated, but the process is expensive and time-consuming requiring concurrent use of wire line assemblies

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

Solution Approach 1:

The patent extracts the actuation control function from the wire line system and integrates it into the ball drop mechanism. The ball seat and shear pin assembly are incorporated directly into the reamer body, eliminating the need for external wire line assemblies to control actuation and deactivation.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent combines multiple functions into integrated components. The ball seat serves as both the actuation trigger and the deactivation mechanism through the shear pin assembly. The hydraulic actuation system is merged with the mechanical ball drop mechanism, allowing single-action control for both activation and deactivation.

Inventive Principle:
Principle #5Merging (Combining)

2Reliability

If shear pins and ball drop mechanisms are used for hydraulic actuation, then the tool can be actuated at specific pressures, but the mechanisms are one-time or one-cycle and do not allow for repeated actuation and deactivation

Engineering Contradiction:
Improveactuation precisionVSAvoidrepeated use capability
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The patent implements a recoverable shear pin assembly that can be reset for repeated use. The shear pins are designed to be replaceable and resettable, allowing the ball seat mechanism to be reused multiple times. The deactivation function is recovered through the same ball drop mechanism that performs activation, enabling multiple actuation cycles.

Inventive Principle:
Principle #34Discarding and recovering

Solution Approach 2:

The ball seat assembly serves multiple functions: it acts as the actuation trigger, the deactivation mechanism through shear pin failure, and the reset point for subsequent operations. This multi-functional design allows the same component to handle both activation and deactivation across multiple cycles.

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

3Adaptability or versatility

If electronically controllable systems including computer controllable solenoid valves are used for actuation, then a wide range of actuation instructions can be executed and two-way communication is enabled, but the systems are highly complex and expensive and limited by reliability and accuracy

Engineering Contradiction:
Improvecontrol capabilityVSAvoidsystem complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent replaces complex electronic control systems with a purely mechanical ball drop and shear pin mechanism. The actuation and deactivation functions that would require electronic solenoid valves and computer control are achieved through mechanical pressure differentials and shear pin failure, eliminating electronics entirely.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent uses simple, inexpensive mechanical components such as shear pins and balls instead of expensive electronic systems. The shear pins are designed as sacrificial elements that fail at predetermined pressures, providing reliable control without the cost and complexity of electronic actuators and control systems.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

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

The solution provides a cost-effective and reliable method for repeated actuation and deactivation of downhole tools, improving efficiency and reducing operational costs by utilizing a simple hydraulic mechanism that can be used multiple times.

Implementation Method 1

a ball retention feature configured to selectively retain a ball dropped through the fluid passageway of the valve assembly in order to rotate the valve sleeve

Methodology Applied
Scientific EffectBall retention: Ball

Implementation Method 2

differential hydraulic pressure to actuate a reamer

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Implementation Method 3

enable fluid flow through the at least one aperture in the valve sleeve and into the at least one port of the outer sleeve

Methodology Applied
Scientific EffectFluid flow: Fluid Spray

Data Source

PatentUS10018014B2Actuation assemblies, hydraulically actuated tools for use in subterranean boreholes including actuation assemblies and related methods
Publication Date: 2018.07.10 BAKER HUGHES CO
  • US10018014B2 patent drawing
  • US10018014B2 patent drawing
  • US10018014B2 patent drawing

AI summary

Actuation assemblies include a valve assembly comprising a valve sleeve configured to rotate to selectively enable fluid flow through at least one aperture in the valve sleeve and into at least one port of an outer sleeve and a ball retention feature configured to selectively retain a ball dropped through a fluid passageway of the valve assembly in order to rotate the valve sleeve. Downhole tools include actuation assemblies. Methods for actuating a downhole tool include receiving a ball in an actuation assembly, rotating a valve sleeve of the actuation assembly to enable fluid to flow through a portion of the actuation assembly, and actuating a portion of the downhole tool with the fluid.