Rotatable Valve Circulation Tool Actuation

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Solution Overview

Problem

Existing downhole circulation tools face issues with flow separation, high pressure losses, erosion, and limited actuation cycles due to the use of sliding sleeve valves and disintegratable actuation balls, which affect the efficiency of drilling mud flow and hole cleaning in oil and gas exploration.

Innovation Solution

A downhole circulation tool with a rotatable valve member having separate through-flow and circulation channels, and a unidirectional drive mechanism that uses a disintegratable actuation element composed of phyllosilicate clay and salt, allowing for controlled actuation and efficient mud flow redirection.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a sliding sleeve valve is used to divert drilling mud, then the circulation tool can redirect flow from the drill string to the bore hole annulus, but flow separation and high pressure losses occur

Engineering Contradiction:
Improveflow redirection capabilityVSAvoidpressure losses
Core Design Contradiction:
Ease of operationVSLoss of energy

Solution Approach 1:

The circulation tool is divided into separate functional sections: a drill string flow path section and a bore hole annulus flow path section, connected by a controllable flow port. This segmentation allows independent optimization of each flow path and enables precise control over when and how mud is diverted, reducing unnecessary pressure losses while maintaining circulation capability.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The flow port is made dynamically controllable through a sliding sleeve valve mechanism that can open or close based on operational requirements. This dynamic control allows the system to adapt flow paths in real-time, directing mud through the drill string when circulation is needed and closing the flow port to eliminate pressure losses when circulation is not required.

Inventive Principle:
Principle #15Dynamics

2Ease of operation

If a sliding sleeve valve is used to divert drilling mud, then circulation flow can be generated, but erosion and washing of tool components occurs

Engineering Contradiction:
Improvecirculation flow generationVSAvoiderosion
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

Hard-wearing materials are selectively applied to components exposed to high-velocity drilling mud, such as the flow port, sliding sleeve valve, and adjacent structural elements. This localized reinforcement provides erosion protection exactly where the highest impact occurs, allowing the tool to generate effective circulation flow without suffering excessive wear from high-velocity mud jets.

Inventive Principle:
Principle #3Local quality

3Ease of operation

If a sliding sleeve valve is used to divert drilling mud, then circulation can be achieved, but seals around the valve may be damaged or extruded

Engineering Contradiction:
Improvecirculation actuationVSAvoidseal integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

Flexible seal elements are used around the sliding sleeve valve, allowing the valve to move axially without causing seal extrusion. The flexible seals can deform to accommodate valve movement while maintaining sealing pressure, enabling reliable circulation actuation without compromising seal integrity through excessive mechanical stress.

Inventive Principle:
Principle #30Flexible shells and thin films

4Device complexity

If disintegratable actuation balls are used, then ball catchers are eliminated, but premature disintegration may occur

Engineering Contradiction:
Improveactuation system simplificationVSAvoidactuation reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The disintegratable actuation balls are formulated with specific material properties and size parameters that control their disintegration timing. The balls are designed to maintain structural integrity during transit and actuation, then disintegrate reliably once they have fulfilled their function of opening the flow port, eliminating the need for ball catchers while ensuring consistent actuation performance.

Inventive Principle:
Principle #35Parameter changes

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

The solution minimizes flow separation, reduces pressure losses, and enables reliable, repeated actuation between through-flow and circulation modes, enhancing drilling efficiency and hole cleaning by maintaining a stable and efficient drilling mud flow.

Implementation Method 1

an actuation element for a downhole tool, wherein the actuation element is configured to disintegrate under pressure in the downhole tool

Methodology Applied
Scientific EffectDisintegration:

Implementation Method 2

the actuation element is configured to disintegrate under pressure in the downhole tool

Methodology Applied
Scientific EffectPressure: Pressure Increase

Data Source

PatentUS10570685B2Downhole tool and actuation element
Publication Date: 2020.02.25 HELIX DRILLING TOOLS
  • US10570685B2 patent drawing
  • US10570685B2 patent drawing
  • US10570685B2 patent drawing

AI summary

A downhole circulation tool includes: a housing having an axially extending delivery bore for conveying a drilling mud flow therethrough, the housing having a circulation port for discharging drilling mud; and a valve member rotatably disposed within the housing, the valve member comprising a through-flow channel and a circulation channel. The valve member is rotatable between a through-flow position in which the through-flow channel is arranged to convey drilling mud flow from an upstream portion of the delivery bore to the downstream portion of the delivery bore, and a circulation position in which the circulation channel is arranged to convey drilling mud from the upstream portion of the delivery bore to the circulation port to discharge drilling mud from the housing. There is also disclosed a downhole tool comprising a unidirectional drive mechanism, an actuation element for a downhole tool, and a method of operating a downhole tool.