Electromechanical Shifter Keys for Downhole Door Engagement

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Solution Overview

Problem

Existing wellbore completion technologies face challenges in effectively controlling fluid communication and debris interference, which hinders the efficient operation of slidable door apparatuses used for hydrocarbon extraction, as debris prevents proper engagement and alignment of shifting keys with the door structures.

Innovation Solution

A well intervention tool equipped with a rotation assembly and a vibration assembly, housed within a longitudinal body, which includes actuable motors to rotate and vibrate the key assembly, respectively, to improve engagement with the slidable door apparatus by displacing debris and ensuring proper alignment and operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a shifting device with shifter keys is used to engage and move slidable doors, then fluid communication control is achieved, but debris interference prevents proper engagement and alignment of the keys with the door structures

Engineering Contradiction:
Improveengagement reliabilityVSAvoiddebris interference
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent employs a vibration generator that produces mechanical vibrations to dislodge debris from the engagement surfaces of the shifter keys and slidable doors. The vibration unit generates oscillatory motion that shakes loose particulate matter, allowing the keys to properly engage with the door profiles without interference from debris accumulation.

Inventive Principle:
Principle #18Mechanical vibration

Solution Approach 2:

The patent replaces purely mechanical engagement mechanisms with an electromechanical system that incorporates a vibration generator (electromagnetic actuator). This substitution allows the use of controlled vibrations to clear debris, combining electrical actuation with mechanical engagement to overcome the limitations of traditional mechanical systems in debris-prone environments.

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

2Ease of operation

If traditional well intervention tools are used without vibration or rotation capabilities, then device complexity is minimized, but the ability to displace debris and ensure proper alignment of shifter keys is insufficient

Engineering Contradiction:
Improveshifting operation success rateVSAvoidtool assembly complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The patent integrates multiple functions into a single well intervention tool: the tool can shift slidable doors, generate vibrations to clear debris, and rotate the shifter keys for proper alignment. This multi-functional design consolidates what would otherwise require separate tools or manual intervention steps, improving operational success while managing complexity through integration.

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

Solution Approach 2:

The vibration generator operates in advance of the actual door shifting operation to clear debris from engagement surfaces. By performing this preparatory action before the keys attempt to engage the doors, the system ensures that the subsequent shifting operation can proceed without interference, improving overall success rates.

Inventive Principle:
Principle #10Preliminary action

3Ease of manufacture

If shifter keys are designed for direct engagement with slidable doors, then manufacturing simplicity is maintained, but debris accumulation prevents effective engagement and alignment

Engineering Contradiction:
Improvekey assembly manufacturingVSAvoidengagement reliability
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The vibration generator acts as an intermediary between the shifter keys and slidable doors by creating oscillatory motion that temporarily separates engagement surfaces to allow debris escape. This intermediary action facilitates reliable engagement without requiring changes to the basic key or door profiles, maintaining manufacturing simplicity while improving reliability.

Inventive Principle:
Principle #24Intermediary (Mediator)

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

Enhances the ability to control fluid communication and prevent debris interference, improving the success rate of shifting operations and maintaining the integrity of the wellbore completion process by ensuring effective engagement between the key assembly and the slidable door apparatus.

Implementation Method 1

A well intervention tool equipped with a rotation assembly and a vibration assembly, housed within a longitudinal body, which includes actuable motors to rotate and vibrate the key assembly, respectively

Methodology Applied
Scientific EffectVibration: Vibration

Implementation Method 2

A well intervention tool equipped with a rotation assembly and a vibration assembly, housed within a longitudinal body, which includes actuable motors to rotate and vibrate the key assembly

Methodology Applied
Scientific EffectElectromechanical conversion: Electromagnetic Induction

Data Source

PatentUS9890611B2Electromechanical device for engaging shiftable keys of downhole tool
Publication Date: 2018.02.13 HALLIBURTON ENERGY SERVICES INC
  • US9890611B2 patent drawing
  • US9890611B2 patent drawing
  • US9890611B2 patent drawing

AI summary

A well intervention tool for shifting a door structure within a well casing. The well intervention tool has independently shiftable keys which releasably engage with portions of the door structure. When the keys are engaged with the door structure, the well intervention tool can be used to move the door structure uphole and downhole. The well intervention tool can include a vibration motor to cause the keys to vibrate in order to displace debris within the door structure. The well intervention tool can include a rotational motor to cause the keys to rotate in order to displace debris within the door structure. The keys can have teeth which are shaped and spaced to shift debris while minimizing damage to the well casing.