Dual Hydraulic Release Downhole Tool for Liner Hanger Detachment

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Solution Overview

Problem

Conventional downhole setting tools face limitations in releasing liner hangers in extended reach drilling (ERD) wellbores, particularly when hydraulic release fails, necessitating an improved system and method for setting and releasing downhole tools.

Innovation Solution

A downhole tool with dual hydraulic release mechanisms, including a primary and secondary hydraulic release, and an optional mechanical release, to ensure reliable detachment from the liner hanger system, even in ERD conditions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a conventional downhole setting tool uses a single hydraulic release mechanism, then the device complexity is reduced, but the reliability of release fails in ERD wellbores

Engineering Contradiction:
Improverelease reliabilityVSAvoidrelease mechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The release mechanism is segmented into two independent hydraulic release systems (first and second release systems) with separate actuators, ball seats, and hydraulic circuits. This segmentation allows each system to function independently, so if one fails, the other can still execute the release operation, thereby improving reliability without requiring a complete system redesign

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent implements a backup release system that is prepared in advance to compensate for potential failure of the primary release mechanism. The second release system acts as a pre-positioned safety net, ensuring that release reliability is maintained even if the first release system fails during operation in ERD wellbores

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

2Ease of operation

If a conventional downhole setting tool uses mechanical release, then the device complexity is reduced, but the ease of operation is limited in ERD wellbores

Engineering Contradiction:
Improverelease operation easeVSAvoidrelease system complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent replaces traditional mechanical release mechanisms with hydraulic actuation systems. Hydraulic release allows for more precise and easier control during operation, as hydraulic pressure can be applied uniformly and controlled remotely from the surface, eliminating the need for complex mechanical linkages and manual operations that are difficult to execute in ERD wellbores

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

3Reliability

If a downhowe tool includes dual hydraulic release mechanisms, then the reliability of release is improved, but the device complexity increases

Engineering Contradiction:
Improverelease reliabilityVSAvoidrelease system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent merges two hydraulic release systems into a single integrated downhole tool assembly, where both release systems share common structural support from the mandrel and are coordinated through unified control procedures. This merging approach allows the system to achieve enhanced reliability through redundancy while minimizing the increase in overall device complexity by utilizing shared components and coordinated operation

Inventive Principle:
Principle #5Merging (Combining)

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 reliable detachment of the downhole tool from the liner hanger system by providing multiple release options, enhancing operational flexibility and reliability in challenging drilling environments.

Implementation Method 1

The lower sleeve is configured to move in a downward direction from a first lower sleeve position to a second lower sleeve position in response to a hydraulic pressure increase

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

The upper sleeve is configured to move in a downward direction from a first upper sleeve position to a second upper sleeve position in response to a hydraulic pressure increase

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Data Source

PatentUS12428923B1Downhole setting tool with dual hydraulic release
Publication Date: 2025.09.30 INNOVEX DOWNHOLE SOLUTIONS LLC
  • US12428923B1 patent drawing
  • US12428923B1 patent drawing
  • US12428923B1 patent drawing

AI summary

A downhole tool includes a mandrel and a lower sleeve positioned at least partially within the mandrel. The lower sleeve defines a first seat that is configured to receive a first impediment. The first impediment being received within the first seat triggers a primary hydraulic release of the downhole tool from a second downhole tool in a wellbore. The downhole tool also includes an upper sleeve positioned at least partially within the mandrel. The upper sleeve defines a second seat that is configured to receive a second impediment. The upper sleeve is configured to move in a downward direction from a first upper sleeve position to a second upper sleeve position in response to the second impediment being received in the second seat, which triggers a secondary hydraulic release of the downhole tool from the second downhole tool in the event that the primary hydraulic release fails.