Shifting Tool Flow Restrictor for Selective Downhole Valve Actuation

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Solution Overview

Problem

Current well systems and bottomhole assemblies face challenges in efficiently operating and selectively fracturing multiple downhole valves to communicate with various reservoir zones, requiring improvements in shifting tools and packer assemblies for precise control and operation.

Innovation Solution

A shifting tool with an extendable flow restrictor and engagement keys is used to actuate downhole valves, creating a pressure differential to open and close valves, while a packer assembly secures the system and allows for selective isolation of zones, enabling efficient fracturing operations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If a shifting tool is used to operate multiple downhole valves, then selective fracturing of reservoir zones is enabled, but the device complexity increases

Engineering Contradiction:
Improveselective valve operation capabilityVSAvoidshifting tool structure
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The shifting tool is designed with a universal engagement mechanism that can operate multiple different downhole valves along the tubular string using the same basic tool structure. The tool contains engagement keys that can engage with valve profiles at different depths, allowing a single tool to perform multiple valve operations without requiring different specialized tools for each valve type or location.

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

Solution Approach 2:

The tubular string is divided into multiple zones with individual valves, and the shifting tool segments its operation by sequentially engaging with different valve profiles at different locations. The engagement keys are positioned to engage specific valve profiles, allowing the tool to selectively operate individual valves while leaving others unchanged, thereby enabling zone-by-zone fracturing operations.

Inventive Principle:
Principle #1Segmentation

2Reliability

If flow restrictor is extended to create pressure differential, then valve actuation is achieved, but the loss of energy increases

Engineering Contradiction:
Improvevalve actuation reliabilityVSAvoidfluid pressure energy
Core Design Contradiction:
ReliabilityVSLoss of energy

Solution Approach 1:

The flow restrictor is extended and retracted in periodic cycles corresponding to the need for valve actuation. Rather than maintaining continuous flow restriction that would constantly waste energy, the restrictor is only extended when a valve needs to be actuated, creating pressure differential temporarily to move the valve, then retracted to恢复正常 flow. This periodic operation minimizes energy loss while ensuring reliable valve actuation when needed.

Inventive Principle:
Principle #19Periodic action

Solution Approach 2:

The system uses hydraulic pressure differentials created by the flow restrictor to actuate the downhole valves. By controlling fluid flow through the restrictor, pressure builds up on one side of the valve mechanism, creating the force needed to move the valve from closed to open position. This hydraulic actuation method provides reliable valve operation using the existing well fluids, converting pressure energy into mechanical valve movement efficiently.

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Adaptability or versatility

If packer assembly is used to isolate zones, then selective fracturing is enabled, but the device complexity increases

Engineering Contradiction:
Improvezone isolation capabilityVSAvoidpacker assembly structure
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The packer assembly divides the wellbore into separate isolated zones using packer elements that can be set at different depths. Each packer segment creates a seal between the tubular string and the wellbore wall, allowing independent pressurization and fracturing of specific zones. The engagement keys on the shifting tool engage with valve profiles at different locations, enabling the tool to selectively operate individual valves while leaving others unchanged, thereby enabling zone-by-zone fracturing operations.

Inventive Principle:
Principle #1Segmentation

4Ease of operation

If engagement keys are used to shift valves, then precise valve control is achieved, but the manufacturing precision requirements increase

Engineering Contradiction:
Improvevalve control precisionVSAvoidkey-profile engagement tolerance
Core Design Contradiction:
Ease of operationVSManufacturing precision

Solution Approach 1:

The engagement keys have specific localized profiles that match corresponding profiles on the valve mechanisms. These local engagement surfaces are precisely manufactured to ensure proper engagement, while the rest of the tool and valve components can have standard tolerances. The keys engage with specific features on the valve bodies at defined locations, providing precise control for opening and closing valves without requiring ultra-precise manufacturing across the entire assembly. The localized engagement geometry concentrates the precision requirements to specific contact surfaces rather than the whole system.

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 solution allows for reliable and selective operation of downhole valves, enabling precise fracturing of reservoir zones and efficient fluid communication, improving the overall control and management of well systems.

Implementation Method 1

creating a pressure differential to open and close valves

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentEP3673147B1Shifting tool and associated methods for operating downhole valves
Publication Date: 2022.08.10 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • EP3673147B1 patent drawingFigure 1
  • EP3673147B1 patent drawingFigure 2A
  • EP3673147B1 patent drawingFigure 2B

AI summary

A shifting tool can include a flow restrictor outwardly extendable in a well. A method can include flowing a fluid through a flow restriction, thereby creating a pressure differential and, in response, shifting a closure member while the fluid flows through the flow restriction. Another method can include positioning a shifting tool in a tubular string, then outwardly extending keys from the shifting tool in response to fluid pressure applied to the shifting tool, then engaging the keys with a profile formed in a closure member, and then shifting the closure member between open and closed positions.