Sand-Based Shearable Activation Device for Downhole Tools

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing activation devices for downhole tools in the wellbore industry face challenges in efficiently actuating tools due to limitations in pressure transmission and tool operation, particularly in scenarios where a pressure up event is required, and existing solutions do not effectively utilize the structural properties of materials like sand for shearable components.

Innovation Solution

A shearable activation device with an outer shell made of consolidated sand encapsulating unconsolidated sand, designed to land on a seat and actuate the downhole tool by shearing the outer shell in response to hydraulic pressure, allowing it to pass through the seat and activate the tool.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If the activation device uses a traditional solid structure, then it maintains structural integrity during travel, but it cannot be sheared by the seat to pass through and activate the tool

Engineering Contradiction:
Improvestructural integrityVSAvoidtool activation
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The activation device is segmented into two distinct sand regions: consolidated sand providing structural integrity and unconsolidated sand enabling shearability. This segmentation allows the device to maintain strength during travel while being capable of shearing to pass through the seat and activate the tool.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The activation device uses a composite structure combining consolidated sand and unconsolidated sand within the same device. This composite approach allows different regions to fulfill different functions: one region provides strength while the other enables shearing, resolving the contradiction between maintaining integrity and allowing activation.

Inventive Principle:
Principle #40Composite materials

2Strength

If the outer shell is made strong and durable, then it maintains structural integrity during passage, but it increases the force required to shear it

Engineering Contradiction:
Improveouter shell strengthVSAvoidshear force required
Core Design Contradiction:
StrengthVSForce

Solution Approach 1:

The outer shell is segmented into consolidated sand regions for strength and unconsolidated sand regions for ease of shearing. This segmentation ensures that only the necessary portions require high strength, while other portions are designed to shear easily under the applied hydraulic pressure.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Different regions of the outer shell have different material properties: consolidated sand in regions requiring strength and unconsolidated sand in regions designed for shearing. This local quality differentiation allows the shell to be strong where needed while remaining shearable where required for activation.

Inventive Principle:
Principle #3Local quality

3Loss of energy

If the activation device has a smooth surface, then it reduces drag during travel, but it decreases contact area with the seat for activation

Engineering Contradiction:
ImprovedragVSAvoidcontact force with seat
Core Design Contradiction:
Loss of energyVSForce

Solution Approach 1:

The surface of the activation device features localized grooves and dimples rather than being uniformly smooth or rough. These localized surface features provide adequate contact area with the seat for effective activation while maintaining overall smoothness to minimize drag during travel through the wellbore.

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

The device effectively transmits hydraulic pressure to actuate the downhole tool, ensuring reliable operation by maintaining structural integrity during passage and dispersion, optimizing contact and reducing drag through surface configurations like grooves and dimples, thereby enhancing the efficiency of tool activation and fluid flow.

Implementation Method 1

actuate the downhole tool by shearing the outer shell in response to hydraulic pressure

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

the cutting edge shears the outer shell

Methodology Applied
Scientific EffectShear stress: Shear Stress

Data Source

PatentUS11015414B1Shearable tool activation device
Publication Date: 2021.05.25 RESERVOIR GROUP INC
  • US11015414B1 patent drawing
  • US11015414B1 patent drawing
  • US11015414B1 patent drawing

AI summary

An exemplary activation device for a downhole tool includes an outer shell configured to sealingly engage a seat and configured to be sheared by the seat whereby the activation device can pass through the seat.