Downhole Setting Tool Piston Valve Pressure Isolation

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Solution Overview

Problem

Existing downhole setting tools using hydraulic pressure to expand liner hangers face challenges such as premature expansion due to exposure of pistons to internal pressure during cementing and fluid circulation, requiring careful pressure monitoring to prevent unintended expansion.

Innovation Solution

A downhole setting tool design featuring a piston-type valve that opens only at a specific high mandrel pressure, and a vent hole or spring-loaded check valve to manage pressure differentials, preventing premature expansion and tool collapse, while allowing controlled fluid communication and force application for liner hanger expansion.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If pistons are exposed to internal pressure during cementing and fluid circulation, then the liner hanger may expand prematurely, but isolating pistons from pressure requires additional valve mechanisms

Engineering Contradiction:
Improveprevention of premature expansionVSAvoidvalve mechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

A valve mechanism acts as an intermediary between the pressurized interior of the mandrel and the piston chamber. The valve remains closed during cementing and fluid circulation to isolate the piston from pressure, and opens only when a shear pin fails at the predetermined expansion pressure, allowing controlled fluid communication.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The shear pin is pre-installed in a loaded state, storing elastic potential energy. When the mandrel pressure reaches the predetermined level, the shear pin automatically fails, triggering the valve to open and allowing pressure to act on the piston for expansion. This preliminary preparation eliminates the need for complex active control systems.

Inventive Principle:
Principle #10Preliminary action

2Force

If high pressure is applied to expand the liner hanger, then expansion force is sufficient, but tool collapse may occur due to unbalanced pressure forces

Engineering Contradiction:
Improveexpansion forceVSAvoidtool structural integrity
Core Design Contradiction:
ForceVSStrength

Solution Approach 1:

The valve mechanism creates a counterbalancing effect by initially isolating the piston chamber from high pressure. The ambient pressure in the piston chamber counteracts the external pressure on the tool housing, preventing collapse. When expansion is required, the valve opens to allow high pressure to act on the piston, and the reaction force is transmitted through the shear pin failure mechanism rather than directly to the tool housing.

Inventive Principle:
Principle #8Anti-weight (Counterweight)

3Measurement precision

If pressure monitoring is performed continuously to prevent premature expansion, then expansion control is improved, but operational complexity and time consumption increase

Engineering Contradiction:
Improvepressure control precisionVSAvoidoperational time
Core Design Contradiction:
Measurement precisionVSLoss of time

Solution Approach 1:

The system changes the pressure parameter state automatically based on a predetermined threshold. The shear pin is designed to fail at a specific pressure level, transforming the continuous pressure control problem into a discrete threshold-based trigger. This eliminates the need for continuous monitoring and manual intervention, as the system automatically transitions from the isolated state to the expansion state when the pressure reaches the predetermined value.

Inventive Principle:
Principle #35Parameter changes

4Force

If multiple stacked pistons are used to apply expansion force, then sufficient expansion force is achieved, but the risk of premature expansion due to pressure exposure increases

Engineering Contradiction:
Improveexpansion forceVSAvoidresistance to premature expansion
Core Design Contradiction:
ForceVSReliability

Solution Approach 1:

The valve mechanism serves multiple functions: it isolates all stacked pistons from pressure during cementing and fluid circulation, transmits the expansion force when opened, and provides a visual indication through shear pin failure that expansion has been triggered. This single valve system protects the entire multi-piston assembly, eliminating the need for individual protection mechanisms for each piston.

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

Data Source

PatentEP2668366B1Setting tool
Publication Date: 2021.12.01 HALLIBURTON ENERGY SERVICES INC
  • EP2668366B1 patent drawingFigure 1A
  • EP2668366B1 patent drawingFigure 1B
  • EP2668366B1 patent drawingFigure 1C

AI summary

A downhole setting tool is provided. The tool comprises a tool housing and a hollow mandrel, the mandrel being situated in the housing. The tool further comprises a piston situated between the mandrel and the tool housing and a collar situated between the mandrel and the tool housing, wherein the tool housing, the mandrel, the piston and the collar define an annulus. The tool further comprises a first valve, wherein in a closed position the first valve blocks a path of fluid communication between the interior of the mandrel and the annulus.