Shifting Tool Puncture Device for Tubular Sleeve Alignment

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Solution Overview

Problem

Conventional methods for shifting sleeves within boreholes require different tools for sleeves with varying recesses, leading to inefficiencies and limitations in alignment and operation.

Innovation Solution

A shifting tool with a structure engaging member and a puncture device that can engage and shift structures within tubulars, featuring an expandable portion and a puncture device for independent operation, allowing for radial and longitudinal movement, and capable of engaging structures with smooth interiors and various recess configurations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If conventional shifting tools with keys are used to engage sleeves with recesses, then the sleeve can be shifted effectively, but different tools are required for sleeves with different recess configurations

Engineering Contradiction:
Improveadaptability to different sleeve configurationsVSAvoidnumber of different shifting tools required
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The shifting tool employs a puncture device that can engage with various barrier configurations (smooth interiors, single recess, multiple recesses, offset recesses) through a single unified design. The puncture device penetrates the barrier to engage the sleeve, eliminating the need for different key configurations for different sleeve types, thus making one tool perform multiple functions across different sleeve configurations.

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

Solution Approach 2:

The invention extracts the key engagement mechanism and replaces it with a puncture device that directly penetrates the barrier. This removes the dependency on matching keys with specific recess configurations, simplifying the tool design while maintaining effectiveness across various sleeve types.

Inventive Principle:
Principle #2Taking out (Extraction)

2Measurement precision

If conventional shifting tools are used, then alignment with specific recess configurations is achieved, but the tool requires precise matching for each sleeve type

Engineering Contradiction:
Improvealignment precision with recessesVSAvoidease of alignment and operation
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The invention removes the key alignment requirement by extracting the key engagement mechanism and replacing it with a puncture device. This eliminates the need for precise matching between keys and recess configurations, significantly easing the alignment process while maintaining effective engagement with the sleeve.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

Instead of having the tool adapt to the sleeve's recess configuration through matching keys, the invention inverts the approach by having the puncture device create its own engagement path through the barrier, regardless of the underlying recess configuration. This reverses the traditional alignment dependency.

Inventive Principle:
Principle #13The other way round (Inversion)

3Reliability

If multiple specialized shifting tools are maintained for different sleeve configurations, then each tool can be optimized for its specific application, but tool inventory and selection complexity increases

Engineering Contradiction:
Improveeffectiveness for specific sleeve typesVSAvoidtool inventory and selection
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The puncture device is designed as a universal engagement mechanism that maintains reliability across different sleeve configurations. By puncturing through the barrier to reach the sleeve interior, it ensures effective engagement regardless of whether the sleeve has smooth interior, single recess, multiple recesses, or offset recesses, eliminating the need for multiple specialized tools.

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

Solution Approach 2:

The invention merges the functionality of multiple specialized shifting tools into a single unified tool. The puncture device combines the engagement capabilities needed for various sleeve types into one mechanism, consolidating what would otherwise require separate tools for different applications.

Inventive Principle:
Principle #5Merging (Combining)

Data Source

PatentUS10968711B2Shifting tool having puncture device, system, and method
Publication Date: 2021.04.06 BAKER HUGHES CO
  • US10968711B2 patent drawing
  • US10968711B2 patent drawing
  • US10968711B2 patent drawing

AI summary

A shifting tool includes a body having a longitudinal axis and a structure engaging member supported by the body. The structure engaging member is configured to engage and shift a structure within a tubular. A puncture device is supported by the body. The puncture device is configured to engage a barrier within a flowbore of the tubular in a direction of the longitudinal axis.