Selective Downhole Actuator Multi-Position Indexing

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Solution Overview

Problem

Downhole tools, such as underreamers, face challenges in actuation and deactuation during oil and gas operations, particularly in transitioning between different operational phases, where failure to retract radially extendable members can lead to retrieval issues and equipment damage.

Innovation Solution

A selective downhole actuator with multiple positions (first, second, and third actuator positions) that is reconfigurable between these states by varying an operating parameter during transitions, allowing for controlled actuation and deactuation through fluid-actuated mechanisms, including a downhole indexer for indexing between positions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If the downhole actuator uses a simple binary switching mechanism between two positions, then the device complexity is reduced, but the adaptability to different operational phases is insufficient

Engineering Contradiction:
Improveadaptability to different operational phasesVSAvoiddevice complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The actuator transitions from a static binary switch to a dynamic multi-position indexer that can selectively transition between first, second, and third positions based on operational requirements. The indexer mechanism allows conditional routing of actuation forces to different output members, enabling adaptation to multiple operational phases while maintaining a relatively compact structure.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The actuator is designed with multiple actuator positions (first, second, and third positions) and multiple output members that can be selectively actuated. This multi-functionality allows a single actuator device to handle different operational phases (such as extending different blades or cutters at different locations) without requiring separate actuators for each function.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Manufacturing precision

If the actuator transitions directly between first and second positions without intermediate states, then the transition time is reduced, but the precision of positioning is compromised

Engineering Contradiction:
Improvepositioning precisionVSAvoidtransition time
Core Design Contradiction:
Manufacturing precisionVSLoss of time

Solution Approach 1:

The actuator's positioning system is segmented into discrete indexed positions (first, second, and third positions) rather than continuous movement. This segmentation allows the actuator to achieve precise positioning at specific locations while maintaining relatively fast transition times between these predefined positions, as the mechanism only needs to move to specific discrete points rather than controlling continuous position.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The actuator mechanism is designed with pre-configured transition paths and indexed positions that are established during manufacturing. The indexer mechanism pre-positions the actuator at specific locations, eliminating the need for complex real-time control during operation. This preliminary configuration enables both precise positioning and fast transitions, as the system simply follows pre-determined paths to predefined positions.

Inventive Principle:
Principle #10Preliminary action

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

Enables precise and controlled actuation of downhole tools, preventing damage and facilitating retrieval by ensuring proper configuration during different operational phases, thereby enhancing operational efficiency and safety.

Implementation Method 1

Forms of remote actuation from surface include the use of drop-balls or darts transported by fluid in a bore, pressure pulses or variations in properties of a fluid transported in a bore, hydraulic control by hydraulic lines

Methodology Applied
Scientific EffectHydraulic actuation: Hydraulic Press

Data Source

PatentEP3489457B1Selective downhole actuator
Publication Date: 2021.03.24 NOV DOWNHOLE EURASIA LTD
  • EP3489457B1 patent drawingFigure 1
  • EP3489457B1 patent drawingFigure 2
  • EP3489457B1 patent drawingFigure 3~5

AI summary

A selective downhole actuator. The selective downhole actuator is reconfigurable between the first actuator position and the second actuator position.