Downhole Pressure-Activated Tool Actuation via Multi-Stage Restrictor

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Solution Overview

Problem

Downhole tools in the oil and gas industry often actuate prematurely due to unintended pressure differentials, leading to improper setting of liners in wellbores, which can result in operational inefficiencies and safety issues.

Innovation Solution

A downhole assembly comprising a tool-orienting device, a restrictor sub, and a circulating valve, which allows for controlled pressure increases to actuate these components sequentially, ensuring that the pressure-activated tools are only activated once the correct position and pressure conditions are met, thereby preventing premature actuation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If pressure is increased to actuate downhole tools, then the tools can be activated and perform their function, but premature actuation may occur leading to operational failures

Engineering Contradiction:
Improveproper actuation of downhole toolsVSAvoidpressure control system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The pressure control system is segmented into multiple sequential stages using a multi-orifice restrictor assembly. The restrictor assembly includes a first restrictor with a first orifice and a second restrictor with a second orifice, creating distinct pressure zones. This segmentation allows pressure to build gradually through controlled flow restrictions at each stage, preventing premature tool actuation while maintaining system reliability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary pressure building through the first restrictor before allowing flow to the second restrictor. This preliminary action ensures that pressure reaches appropriate levels in a controlled sequence, with the first pressure zone establishing a foundation for subsequent pressure increases. The sequential restrictors prepare the system for tool actuation only when proper pressure conditions are met, avoiding premature activation.

Inventive Principle:
Principle #10Preliminary action

2Productivity

If fluid flow rate is increased to build pressure quickly, then tool actuation can be achieved faster, but premature actuation risk increases

Engineering Contradiction:
Improvespeed of tool actuationVSAvoidcontrolled pressure buildup
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The fluid flow path is segmented through multiple restrictors with different orifice sizes, creating staged pressure buildup zones. The first restrictor with its first orifice provides initial flow restriction for controlled pressure increase, while the second restrictor with its second orifice provides additional restriction for fine-tuned pressure control. This segmentation enables rapid yet controlled pressure buildup, achieving fast tool actuation without premature activation.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system changes flow parameters by transitioning fluid from the first restrictor to the second restrictor, effectively altering the flow restriction characteristics. This parameter change allows the system to adapt pressure buildup rate to match tool actuation requirements, maintaining reliability while improving productivity through optimized flow control.

Inventive Principle:
Principle #35Parameter changes

3Device complexity

If pressure differential is used to actuate tools, then simple actuation mechanism is achieved, but unintended actuation can occur due to premature pressure threshold surpassing

Engineering Contradiction:
Improveactuation mechanism simplicityVSAvoidprevention of premature actuation
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The pressure differential actuation mechanism is enhanced by segmenting the pressure buildup path into multiple restrictor stages. Each restrictor creates a specific pressure drop, ensuring that the pressure differential across any single tool actuator reaches its threshold only when proper cumulative pressure has been built. This segmentation maintains the simplicity of pressure-differential actuation while preventing unintended activation through controlled pressure progression.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The multi-orifice restrictor assembly acts as an intermediary between the fluid source and the pressure-activated tools. It mediates the pressure transmission by creating staged pressure zones, allowing pressure to build progressively through controlled flow restrictions. This intermediary function protects the simple pressure-differential actuation mechanism from premature activation while maintaining its operational simplicity.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 ensures that pressure-activated tools are set correctly within the wellbore, enhancing operational efficiency and safety by preventing unintended actuation, thus maintaining the integrity of the wellbore operations.

Implementation Method 1

a first restrictor and a second restrictor are provided in the downhole assembly. The first restrictor restricts fluid flow through the downhole assembly at a first rate when the liner is conveyed into the wellbore at a first speed. The second restrictor restricts fluid flow through the downhole assembly at a second rate that is less than the first rate

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

A circulating valve is provided in the downhole assembly. The circulating valve redirects fluid flow from the annulus into the work string when the liner is conveyed into the wellbore at an increased speed

Methodology Applied
Scientific EffectFluid flow redirection: Valve

Data Source

PatentUS10570684B2Orientation and actuation of pressure-activated tools
Publication Date: 2020.02.25 HALLIBURTON ENERGY SERVICES INC
  • US10570684B2 patent drawing
  • US10570684B2 patent drawing
  • US10570684B2 patent drawing

AI summary

A downhole assembly includes a tool-orienting device including an operating unit that obtains downhole measurements and a pulse-generating device that transmits the downhole measurements to orient a downhole tool. A restrictor sub is coupled to the tool-orienting device and includes a nozzle that restricts fluid flow therethrough, and a circulating valve is coupled to the restrictor sub and includes a nozzle that restricts fluid flow therethrough. A liner running tool is coupled to the circulating valve to convey a liner and a pressure-activated tool into the wellbore. The pulse-generating device operates with a fluid at a first pressure and the restrictor sub is actuatable by increasing the first pressure to a second pressure. The circulating valve is actuated by the fluid at a third pressure and the pressure-activated tool is activated by increasing third pressure to a fourth pressure.