Mechanical Reverse Cementing Crossover Tool

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Solution Overview

Problem

Current cementing systems for wellbores require complex electrical triggers to switch between conventional and reverse circulation modes, making them unsuitable for simple cementing jobs.

Innovation Solution

A mechanical crossover tool with a tubular housing, mandrel, and actuator system that allows switching between conventional and reverse circulation modes by moving a mandrel between isolated and aligned positions using pistons and seats, enabling efficient cementing of liner strings without the need for complex electrical systems.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If complex electrical triggers are used to switch between conventional and reverse circulation modes, then the switching functionality is achieved, but the device complexity increases

Engineering Contradiction:
Improvecirculation mode switching capabilityVSAvoidelectrical trigger system complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent replaces complex electrical trigger systems with a purely mechanical actuation system. A mandrel with ports is mechanically positioned using an actuator (such as a packer or bridge plug) that responds to pressure differentials or mechanical forces. The mechanical movement of the mandrel between positions aligns or isolates ports to switch between conventional and reverse circulation modes, eliminating the need for electrical components while maintaining adaptability.

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

Solution Approach 2:

The system utilizes self-actuating mechanisms where pressure differentials during the cementing process automatically position the mandrel. For example, when cement is pumped, pressure builds up and automatically moves the mandrel to the appropriate position without requiring external electrical control. The system serves itself by using the process energy to drive the mode switching mechanism.

Inventive Principle:
Principle #25Self-service

2Ease of operation

If simple mechanical switching is used for cementing operations, then the ease of operation is improved, but the reliability of mode switching may be compromised

Engineering Contradiction:
Improvesimplicity of cementing operationVSAvoidmode switching reliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent employs hydraulic or pneumatic actuation mechanisms where fluid pressure is used to reliably move the mandrel between positions. Pressure differential actuators use the cementing fluid pressure itself to drive the mechanical switching action. This provides reliable, repeatable positioning of the mandrel based on well-established fluid pressure control principles, ensuring consistent mode switching while maintaining operational simplicity.

Inventive Principle:
Principle #29Pneumatics and hydraulics

Solution Approach 2:

The system incorporates mechanical stops, seals, and positioning features that ensure the mandrel reaches and maintains the correct position reliably. Pre-designed mechanical guidance features and sealing elements prevent mispositioning or leakage, providing fail-safe operation. The actuator is designed with inherent mechanical advantages that ensure positive engagement in the desired position, preventing accidental mode changes while keeping the system simple to operate.

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

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

Facilitates a straightforward and efficient method for cementing liner strings by mechanically switching between circulation modes, simplifying the cementing process and reducing operational complexity.

Implementation Method 1

The first piston movable in a first direction between a first position where the mandrel port is isolated from the bypass port and a second position where the mandrel port is aligned with the bypass port

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

a second piston movable in a second direction in response to the first piston

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS10392898B2Mechanically operated reverse cementing crossover tool
Publication Date: 2019.08.27 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • US10392898B2 patent drawing
  • US10392898B2 patent drawing
  • US10392898B2 patent drawing

AI summary

A crossover tool for use in a wellbore includes: a tubular housing having a bypass port; a mandrel having a bore therethrough and a mandrel port in fluid communication with the mandrel bore, the mandrel movable relative to the tubular housing between a first position where the mandrel port is isolated from the bypass port and a second position where the mandrel port is aligned with the bypass port; and an actuator operable to move the mandrel between the first position and the second position. The actuator includes a first piston connected to the mandrel and a second piston operable in response to the first piston.