Remote Opening Tool Actuator Assembly for Downhole Ball Valve

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Solution Overview

Problem

Existing downhole tools with ball valve mechanisms struggle to reliably actuate from the surface using pressure signals within a predetermined pressure window, as they often fail to isolate the formation effectively before upper completion installation and can be inadvertently actuated by pressure signals outside the intended range or duration.

Innovation Solution

An actuator assembly comprising springs, pistons, and latches that retain a release latch in place unless a pressure signal within a specific pressure range and duration is applied, preventing accidental actuation by using a locking mechanism to secure the primary piston and preventing movement when pressure is above or below the predetermined range, and a spring to prevent movement when pressure is insufficient.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a pressure signal is used to actuate the ball valve mechanism from the surface, then the valve can be opened to allow fluid flow, but the valve may be inadvertently actuated by pressure signals outside the intended range or duration

Engineering Contradiction:
Improveremote actuation capabilityVSAvoidaccidental actuation prevention
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The actuator assembly uses a pressure-sensitive mechanism with a predetermined pressure window threshold. When the applied pressure signal falls within the specific range (between lower and upper pressure thresholds), the primary piston moves to release the release latch and actuate the ball valve. Pressure signals outside this range fail to move the piston sufficiently, preventing unintended actuation. This parameter-based control resolves the contradiction by enabling reliable remote operation while preventing accidental activation.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The primary piston acts as an intermediary mechanism between the applied pressure signal and the release latch. The piston converts the pressure signal into mechanical movement, and its design ensures that only pressure signals within the predetermined window can move it far enough to release the latch. This intermediary mechanism provides a buffer that filters out inappropriate pressure signals while allowing valid ones to pass through to actuate the valve.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If the ball valve mechanism is actuated to open fluid flow, then production can begin, but the formation cannot be effectively isolated before upper completion installation

Engineering Contradiction:
Improveproduction start timeVSAvoidformation isolation effectiveness
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The actuator assembly is pre-configured with the release latch in a locked position that prevents ball valve actuation. The system is designed to remain in this isolated state until a deliberate pressure signal within the predetermined window is applied. This preliminary locking action ensures the formation remains effectively isolated during critical installation phases, while allowing rapid transition to production mode when the correct actuation signal is received.

Inventive Principle:
Principle #10Preliminary action

3Reliability

If a locking mechanism is added to prevent accidental actuation, then reliability improves, but device complexity increases

Engineering Contradiction:
Improveactuation control precisionVSAvoidactuator assembly structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The actuator assembly merges the locking mechanism and release mechanism into a single integrated pressure-sensitive system. The primary piston simultaneously performs both locking (by remaining in its initial position and keeping the release latch engaged) and releasing (by moving to a second position when appropriate pressure is applied). This consolidation reduces the number of separate components while maintaining reliable actuation control within the predetermined pressure window.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The actuator assembly uses the applied pressure signal itself to both unlock and actuate the valve, eliminating the need for separate locking and releasing mechanisms. The pressure signal that is intended to open the valve also serves as the key that releases the lock. This self-service approach simplifies the overall structure while maintaining precise control and preventing accidental actuation.

Inventive Principle:
Principle #25Self-service

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 precise actuation of the ball valve mechanism only when a pressure signal within the predetermined range and duration is applied, effectively isolating the formation and preventing unintended fluid flow, thus enhancing control and reliability of downhole tools.

Implementation Method 1

a primary piston positioned within an inner region of the tubing string and coupled to a spring to exert a force in a first direction

Methodology Applied
Scientific EffectSpring: Spring

Implementation Method 2

the primary piston being movable a predetermined amount in a second direction to move the release latch from the restrained position to the released position in response to an application of a predetermined amount of pressure over a predetermined amount of time from a surface of the wellbore

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS11506009B2Remote opening tool
Publication Date: 2022.11.22 HALLIBURTON ENERGY SERVICES INC
  • US11506009B2 patent drawing
  • US11506009B2 patent drawing
  • US11506009B2 patent drawing

AI summary

An actuation assembly positionable within a wellbore may comprise a primary piston coupled to a first spring. The primary piston may be positionable in a first position in which it is coupled to a release latch for restraining the release latch from actuating a ball valve mechanism. The actuation assembly may also include a locking piston coupled to a second spring and a locking mechanism positioned between the primary piston and the locking piston. The locking mechanism may be moveable between a restrained position and an unrestrained position, wherein in the restrained position the locking mechanism prevents the primary piston from moving a predetermined amount in a first direction in response to an application of pressure from a surface of the wellbore that is greater than a predetermined amount of pressure.