Shear-Disconnect Toe Sleeve Prevents Cement Plugging in Cased Holes

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Solution Overview

Problem

Conventional toe sleeves in directional drilling often get plugged due to cementation or limited opening areas, hindering effective communication with the formation during frac operations in horizontal wells.

Innovation Solution

A toe sleeve design that allows disconnection from the casing by pumping fluid to create a dynamic opening, preventing cementation and ensuring ports remain unobstructed, utilizing a lower body that can shear from an upper body to expose communication ports directly to the formation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional toe sleeves are used with cement pumping, then the toe sleeve can be installed in cased hole, but the toe sleeve ports get plugged by cement sheath

Engineering Contradiction:
Improvetoe sleeve functionalityVSAvoidcement plugging
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The toe sleeve transitions from a static cemented structure to a dynamic disassemblable structure. The lower body is initially held by shear pins but can be disconnected when fluid pressure exceeds the shear strength, transforming the system from fixed to movable state to prevent plugging

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The toe sleeve is divided into separate components (upper body and lower body) connected by shear pins. This segmentation allows the lower body to disconnect and move independently, creating a dynamic opening that prevents cement from plugging the ports while maintaining structural integrity during installation

Inventive Principle:
Principle #1Segmentation

2Ease of manufacture

If wipers are used to clean cement from casing, then cement removal is attempted, but the geometric properties of wipers and casing prevent effective cleaning

Engineering Contradiction:
Improvecement cleaningVSAvoidtoe sleeve installation
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

Fluid is pumped into the casing before launching the tail wiper plug to create a wet chamber that prevents cement from adhering to the toe sleeve outer diameter in advance. This preliminary wetting action ensures the toe sleeve remains uncemented even though wiper cleaning is ineffective

Inventive Principle:
Principle #10Preliminary action

3Device complexity

If toe sleeve opening area is limited, then the toe sleeve structure is compact, but the opening area gets plugged during pressure up

Engineering Contradiction:
Improvetoe sleeve structureVSAvoidplugging during pressure up
Core Design Contradiction:
Device complexityVSObject-affected harmful factors

Solution Approach 1:

The toe sleeve opening transitions from a limited static area to an expanded dynamic area. When the lower body disconnects and moves downward, it creates a larger dynamic opening that prevents plugging during pressure up, while maintaining a compact structure during installation through the shear pin connection

Inventive Principle:
Principle #15Dynamics

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 effective communication with the formation by preventing plugging, allowing for efficient fluid flow and frac operations without cement obstruction, enhancing the productivity of horizontal wells.

Implementation Method 1

The lower body may be configured to shear from an upper body

Methodology Applied
Scientific EffectShear stress: Shear Stress

Data Source

PatentUS10619452B1Methods and systems for creating an interventionless conduit to formation in wells with cased hole
Publication Date: 2020.04.14 VERTICE OIL TOOLS INC
  • US10619452B1 patent drawing
  • US10619452B1 patent drawing
  • US10619452B1 patent drawing

AI summary

A toe sleeve that is configured to disconnect from casing. More specifically, a toe sleeve that is configured to shear from casing creating a dynamic opening that does not get plugged.