Piston Initiator for Sidetrack Assembly Activation Control

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Solution Overview

Problem

Existing sidetrack assembly activation devices can unintentionally activate or cause the packer to set prematurely during fluid loss conditions, leading to improper orientation of the sidetrack assembly in wellbore operations.

Innovation Solution

A sidetrack assembly with a milling tool, piston, and releasable connection that controls fluid flow to prevent premature activation of the downhole tool, using a piston that moves from an uphole to a downhole position to communicate pressure to the downhole tool only when a predetermined force is reached, ensuring controlled activation of the packer and anchor.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If fluid flow is communicated to the downhole tool during run-in, then the downhole tool can be activated, but premature activation occurs leading to improper orientation

Engineering Contradiction:
Improveactivation controlVSAvoidfluid flow control
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The piston is pre-positioned in the bore to close the port before the tool is activated. This preliminary action prevents fluid flow from reaching the downhole tool during run-in and orientation, ensuring the tool remains inactive until the piston moves to expose the port.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The piston acts as an intermediary component between the fluid flow path and the downhole tool. It controls whether fluid flow is communicated to the tool by moving between two positions: closed (blocking the port) and open (exposing the port), thereby mediating the activation process.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If the piston is held in position by a releasable connection, then premature activation is prevented, but the connection must be designed to fail at a predetermined force

Engineering Contradiction:
Improveactivation timingVSAvoidreleasable connection mechanism
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The releasable connection is designed with specific mechanical properties (shear strength, tensile strength) that correspond to a predetermined force threshold. When the applied force exceeds this threshold, the connection fails and releases the piston, allowing it to move and activate the downhole tool.

Inventive Principle:
Principle #35Parameter changes

3Reliability

If fluid flow is restricted through the piston, then pressure differential is created to move the piston, but flow restriction must be precise

Engineering Contradiction:
Improvepiston actuationVSAvoidrestriction geometry
Core Design Contradiction:
ReliabilityVSManufacturing precision

Solution Approach 1:

The piston includes a specific restriction feature (such as an orifice or constricted passage) with precisely controlled geometry at a localized position. This restriction creates the necessary pressure differential to actuate the piston while maintaining adequate flow rates elsewhere in the system.

Inventive Principle:
Principle #3Local quality

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

Prevents premature activation of the downhole tool during run-in and orientation, ensuring accurate placement and activation of the packer and anchor, even in conditions of total fluid loss, thereby enhancing the reliability of sidetrack operations.

Implementation Method 1

In response to a predetermined downhole force from fluid flow in a downhole direction against the exposed surface area of the piston, the releasable connection is in the engaged state with the piston and is configured to release the piston to move from the uphole position toward the downhole position

Methodology Applied
Scientific EffectFluid flow force: Fluid Hammer

Implementation Method 2

The piston in the uphole position closes the port from the bore, whereas the piston moved from the uphole position toward the downhole position exposes the port to the fluid flow in the bore

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentEP4162143B1Piston initiator for sidetrack assembly
Publication Date: 2024.10.02 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • EP4162143B1 patent drawingFigure 1A~1B
  • EP4162143B1 patent drawingFigure 2
  • EP4162143B1 patent drawingFigure 3A~3B

AI summary

A piston initiator is used on an assembly having a milling tool (60) and a whipstock (70) for creating a sidetrack in a wellbore. A piston (120) disposed in an uphole position in a bore (112) of the milling tool seals the bore from communicating with a side port (118). A line (155) from the port can communicate pressure to components on the whipstock for initiating their activation. The piston is movable from the uphole position, but is held by a releasable connection (141) configured to release the piston in response to a predetermined force from fluid flow in a downhole direction against an exposed surface area of the piston. An uphole shoulder (114) in the milling tool prevents movement of the piston in an uphole direction in response to reverse fluid flow through the milling tool.