Pull-Force Lock Multi-Zone Isolation Tool

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Solution Overview

Problem

In subterranean wellbore operations, hydrocarbons from high-pressure zones often migrate to lower-pressure zones during production, reducing ultimate recovery, and delaying production from lower-pressure zones is economically undesirable.

Innovation Solution

A reclosable multi-zone isolation tool employing a pull-force lock mechanism, which includes an outer and inner tubular with a sleeve that can be actuated between open and closed positions using a mandrel assembly, preventing unintentional reclosing by locking out when a pull force is applied, ensuring reliable isolation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a conventional isolation tool is used to isolate high-pressure zone from low-pressure zone, then hydrocarbon migration is prevented, but the tool may unintentionally reclose due to pressure differential, causing loss of isolation reliability

Engineering Contradiction:
Improveisolation reliabilityVSAvoidmechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The mandrel assembly is preliminarily positioned within the inner tubular during tool assembly, with the lower mandrel component initially engaged with the upper mandrel component. This preliminary positioning ensures that when the tool is deployed, the mandrel assembly is already in the correct configuration to prevent unintentional reclosing, while maintaining a relatively simple overall structure.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The lower mandrel component is designed with features that preemptively counteract the harmful effect of pressure differential. When pressure differential attempts to cause reclosing, the lower mandrel component's engagement features prevent this by mechanically locking the mandrel assembly in place, thereby preliminarily establishing resistance against the harmful pressure-driven reclosing action.

Inventive Principle:
Principle #9Preliminary anti-action

2Adaptability or versatility

If the sleeve is made axially moveable to control fluid flow, then zone isolation is achieved, but the tool becomes vulnerable to unintentional actuation by pressure differential

Engineering Contradiction:
Improveflow control capabilityVSAvoidisolation stability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The mandrel assembly acts as an intermediary between the sleeve and the actuation forces. Instead of allowing pressure differential to directly act on the sleeve and cause unintentional movement, the mandrel assembly intermediates this interaction by providing mechanical engagement features that prevent unintended sleeve actuation while still allowing controlled movement when desired.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The mandrel assembly is preliminarily positioned and engaged with the sleeve before pressure differential can cause unintentional actuation. This preliminary engagement establishes a mechanical constraint that prevents the sleeve from moving axially due to pressure forces, while still maintaining the capability for controlled flow management when needed.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If mechanical intervention is required to prevent reclosing, then isolation reliability is improved, but operational complexity and intervention requirements increase

Engineering Contradiction:
Improveisolation reliabilityVSAvoidoperational simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The lower mandrel component is designed to automatically engage with the upper mandrel component and prevent reclosing without requiring external mechanical intervention. The tool performs its own protective function through the self-actuating engagement features of the mandrel assembly, eliminating the need for additional intervention mechanisms while maintaining high reliability.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS10519750B2Reclosable multi-zone isolation using a pull-force lock mechanism
Publication Date: 2019.12.31 HALLIBURTON ENERGY SERVICES INC
  • US10519750B2 patent drawing
  • US10519750B2 patent drawing
  • US10519750B2 patent drawing

AI summary

A reclosable multi-zone isolation tool including a mandrel assembly with a pull-force lock feature. The tool includes an outer and inner tubular having an annular flow path defined there between, and a central flow path defined by the inner tubular. The annular flow path is in fluid communication with the first zone, while the central flow path is in fluid communication with the second zone. A sleeve is positioned in the annular flow path and moveable between an open and closed position. A mandrel assembly is slidingly positioned within the inner tubular and coupled to the sleeve to actuate the sleeve between the open and closed position only when a push force is applied. If a pull force is applied, the mandrel assembly “locks out,” thereby preventing movement of the sleeve.