Hydraulic Actuation of Downhole Tool Assembly

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Solution Overview

Problem

Current hydraulic actuation mechanisms for downhole tools are limited in that they typically allow only one-time or one-cycle actuation and deactuation, requiring expensive and time-consuming wireline or electronically controllable systems, and do not enable repeated use without breaking or tripping the tool string.

Innovation Solution

A hydraulic actuation assembly with a piston assembly that reciprocates axially in a downhole tool body, biased by a spring and actuated/deactuated by drilling fluid pressure, allowing for multiple cycles without breaking the tool string and using purely mechanical components.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If wireline or slickline assemblies are used to actuate and deactuate the underreamer, then the tool can be controlled, but the operation becomes expensive and time-consuming

Engineering Contradiction:
Improveease of actuationVSAvoidtime for wireline retrieval
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The patent replaces wireline/slickline mechanical retrieval systems with an internal hydraulic actuation system that uses drilling fluid pressure to automatically actuate and deactuate the reamer blades, eliminating the need for expensive and time-consuming wireline operations

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

Solution Approach 2:

The hydraulic actuation system enables the underreamer to actuate and deactuate itself using drilling fluid pressure already present in the wellbore, without requiring external wireline intervention or additional operational steps

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If shear pins or ball drop mechanisms are used for hydraulic actuation, then the tool can be actuated, but the mechanism is limited to one-time or one-cycle use

Engineering Contradiction:
Improvenumber of actuation cyclesVSAvoidreliability of repeated actuation
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent employs a dynamic piston assembly that can reciprocate between extended and retracted positions multiple times, controlled by varying drilling fluid pressure, replacing static one-time shear pin or ball drop mechanisms with a reusable dynamic system

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system changes the pressure parameter of drilling fluid to control piston movement - high pressure extends the reamer blades while low pressure retracts them, enabling repeated actuation cycles through simple pressure variation rather than mechanical replacement

Inventive Principle:
Principle #35Parameter changes

3Adaptability or versatility

If electronic actuation systems with MWD and solenoid valves are used, then wide range of actuation instructions can be executed, but the system becomes highly complex and expensive

Engineering Contradiction:
Improverange of actuation controlVSAvoidcomplexity of electronic system
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent replaces complex electronic MWD systems and solenoid valves with a purely mechanical hydraulic actuation system controlled by drilling fluid pressure, eliminating electronics while maintaining actuation capability

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

Solution Approach 2:

The invention extracts and removes all electronic components (MWD, solenoid valves, telemetry systems) from the actuation mechanism, retaining only the essential mechanical hydraulic elements needed for reamer control

Inventive Principle:
Principle #2Taking out (Extraction)

4Productivity

If conventional hydraulic actuation mechanisms are used, then the tool can be actuated, but breaking or tripping the tool string is required to reset the mechanism

Engineering Contradiction:
Improveoperational continuityVSAvoidtime for tripping tool string
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The patent enables continuous drilling operations by allowing the hydraulic actuation system to be reset and reused through simple pressure cycling, eliminating the need to stop drilling and trip the tool string to reset the mechanism

Inventive Principle:
Principle #20Continuity of useful action

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 repeated and selective actuation/deactuation of downhole tools, maintaining full drilling fluid flow, reducing operational uncertainties, and eliminating the need for electronic monitoring, thus enhancing reliability and operational certainty.

Implementation Method 1

A spring member biases the piston assembly towards the first axial position

Methodology Applied
Scientific EffectSpring bias: Spring

Implementation Method 2

drilling fluid pressure in the tool body urges the piston assembly against the spring bias and towards the second and third axial positions

Methodology Applied
Scientific EffectHydraulic pressure: Pressure Increase

Data Source

PatentUS8863843B2Hydraulic actuation of a downhole tool assembly
Publication Date: 2014.10.21 SMITH INTERNATIONAL INC
  • US8863843B2 patent drawing
  • US8863843B2 patent drawing
  • US8863843B2 patent drawing

AI summary

A downhole tool assembly is configured for repeated and selective hydraulic actuation and deactuation. A piston assembly is configured to reciprocate axially in a downhole tool body. The piston assembly reciprocates between a first axial position and second and third axial positions that axially oppose the first position. The downhole tool is actuated when the piston assembly is in the third axial position and deactuated when the piston assembly is in either of the first or second axial positions. A spring member biases the piston assembly towards the first axial position while drilling fluid pressure in the tool body urges the piston assembly towards the second and third axial positions. Downhole tool actuation and deactuation may be controlled from the surface, for example, via cycling the drilling fluid flow rate.