Rotational Speed Actuation System for Downhole Valve Control

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Solution Overview

Problem

In downhole environments, electrical generators can obstruct drilling operations and fluid flow, while batteries face temperature limitations and require frequent replacement, making it challenging to provide reliable power, especially in remote locations where access to electrical power sources is limited.

Innovation Solution

The use of rotational energy to actuate control valves and other devices, leveraging the centrifugal force generated by the rotational speed of a rotating body to control fluid flow, thereby eliminating the need for additional equipment and enhancing operational efficiency in oil and gas operations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Use of energy by moving object

If electrical generators are used to supply power in downhole environments, then electrical power can be provided to equipment and instrumentation, but the generator can obstruct the wellbore area needed for drillstring or other downhole equipment and inhibit fluid flow through the wellbore

Engineering Contradiction:
Improveelectrical power supplyVSAvoidwellbore obstruction
Core Design Contradiction:
Use of energy by moving objectVSDevice complexity

Solution Approach 1:

The patent replaces electrical generators with a purely mechanical actuation system that uses rotational energy from the drillstring to operate control valves and downhole tools. The mechanical system includes a rotating body coupled to the drillstring, a valve with a closing member, and a biasing mechanism that interacts with the rotational motion to control fluid flow without requiring electrical power generation equipment in the wellbore

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The invention extracts and eliminates the electrical generator from the downhole system, removing the source of wellbore obstruction while retaining the essential function of powering control mechanisms through pure mechanical energy transmission from the rotating drillstring

Inventive Principle:
Principle #2Taking out (Extraction)

2Device complexity

If batteries are used to supply electrical power to downhole equipment, then power can be provided without obstructing the wellbore, but batteries have temperature limitations and require frequent replacement or recharging

Engineering Contradiction:
Improvewellbore clearanceVSAvoidpower supply reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The patent replaces battery-based electrical power systems with a mechanical actuation system that derives energy directly from the rotational motion of the drillstring. This eliminates temperature-sensitive batteries and their associated reliability issues while providing continuous operational power for valve control and tool actuation throughout the drilling operation

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The mechanical actuation system is self-powered through the rotational energy already present in the drilling operation. The system uses the drillstring's rotation to drive the control valve and actuate downhole tools without requiring external power sources, replacement, or recharging, making the system self-sufficient for the duration of the operation

Inventive Principle:
Principle #25Self-service

3Device complexity

If rotational energy is used to actuate control valves and downhole tools, then the need for electrical power sources and additional equipment is eliminated, but the system requires sufficient rotational speed to overcome biasing mechanisms

Engineering Contradiction:
Improveequipment reductionVSAvoidrotational speed requirement
Core Design Contradiction:
Device complexityVSSpeed

Solution Approach 1:

The patent utilizes changes in rotational speed parameters to control the actuation of valves and tools. The system is designed to respond to variations in drillstring rotation speed, where changes in rotational velocity directly translate to changes in centrifugal force that overcome the biasing mechanisms and actuate the control elements

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

This solution allows for efficient control of fluid flow and actuation of downhole tools without the limitations of electrical power, reducing the need for frequent replacements and improving drilling and production operations by utilizing rotational energy to overcome biasing mechanisms in actuatable devices.

Implementation Method 1

the position of a closing member of the valve is changed in response to a rotational speed of the drillstring to which the valve is coupled

Methodology Applied
Scientific EffectCentrifugal force: Centrifugal Force

Implementation Method 2

rotational energy to actuate an actuatable device, for instance, a control valve

Methodology Applied
Scientific EffectMechanical force: Mechanical Force

Data Source

PatentUS10934806B2Actuation system controlled using rotational speed
Publication Date: 2021.03.02 HALLIBURTON ENERGY SERVICES INC
  • US10934806B2 patent drawing
  • US10934806B2 patent drawing
  • US10934806B2 patent drawing

AI summary

An actuation system to control flow of a fluid includes a body including an axial cavity and a valve in fluid communication with the axial cavity, the valve including a closing member moveable into and out of a closed position against the valve seat, and a resistance member. Fluid from the axial cavity can flow through and out of the valve when the closing member is out of the closed position and the closing member is biased into or out of the closed position by a force applied by the resistance member. The closing member is movable out of or into the closed position upon a rotational speed and fluid pressure within the axial cavity being sufficient to overcome the force applied by the resistance member.