Sleeve Assembly Annular Stops and Ramps for Wellbore Sealing

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Solution Overview

Problem

Existing sleeve valve assemblies in wellbore operations face issues with unreliable location, sealing, and erosion, leading to failed pressure tests and reduced service reliability during fracturing operations due to limited shift length and exposure to debris.

Innovation Solution

The use of co-operating uphole and downhole annular stops and shoulders isolated from the bore, combined with a locating tool that engages a shifting profile to positively locate and shift the sleeve, allowing increased travel distance and improved sealing interface, while ramps guide the tool to prevent false location and debris accumulation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the sleeve is allowed to shift freely within the casing, then the sleeve can be easily actuated to open and close ports, but the sleeve cannot be positively located, causing tools to be set at incorrect positions

Engineering Contradiction:
Improvesleeve actuationVSAvoidtool location
Core Design Contradiction:
Ease of operationVSMeasurement precision

Solution Approach 1:

The locating profile is pre-formed in the sleeve body before operation. When the locating tool is run through the bore, it automatically engages this pre-formed profile, achieving positive location without requiring preliminary manual positioning or complex alignment procedures.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

A dedicated locating tool serves as an intermediary between the operator and the sleeve. This tool features a locating mechanism that specifically engages the locating profile, providing precise positioning indication to the operator while allowing the sleeve itself to remain simple and easily actuated.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If the delimiting stops are placed in the bore of the housing, then the sleeve shifting is limited, but the locating tool can engage unintendedly with the stops, falsely indicating tool location

Engineering Contradiction:
Improvetool location indicationVSAvoidsleeve shift length
Core Design Contradiction:
Measurement precisionVSLength of moving object

Solution Approach 1:

The functional elements are segmented into distinct components: the locating profile is formed separately on the sleeve, while the delimiting stops are formed separately in the housing. This segmentation ensures that the locating tool engages only the locating profile during positioning, while the stops independently limit sleeve travel, eliminating false location indications.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locating profile and delimiting stops are positioned at different axial locations along the sleeve-bore interface. The locating profile is positioned to engage the locating tool during the positioning phase, while the delimiting stops are positioned to engage the sleeve during the actuation phase, separating these functions in the axial dimension.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Ease of operation

If the sleeve sealing interface is exposed to debris in the bore, then the sleeve can be actuated through the full range, but the seals are damaged or eroded, reducing service reliability

Engineering Contradiction:
Improvesleeve actuation rangeVSAvoidseal integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The sealing interface is extracted from the debris-prone bore environment. By forming the sealing interface on the exterior surface of the sleeve in the annulus between the sleeve and housing, the seals are removed from direct exposure to debris in the bore, while the sleeve retains its full actuation range through the bore.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The annulus between the sleeve and housing serves as an intermediary protective zone. The sealing interface is positioned in this annular space, which acts as a buffer zone protecting the seals from direct contact with debris in the bore, while still allowing the sleeve to shift freely for actuation.

Inventive Principle:
Principle #24Intermediary (Mediator)

4Reliability

If the sleeve shift length is limited by internal stops in the bore, then the sealing interface length is reduced, but the service reliability is improved by preventing debris damage

Engineering Contradiction:
Improveseal protectionVSAvoidsealing interface length
Core Design Contradiction:
ReliabilityVSLength of stationary object

Solution Approach 1:

The sealing interface is repositioned from the internal bore surface to the exterior annular surface of the sleeve. This dimensional relocation allows the sealing interface to extend over a longer axial distance in the protected annulus, increasing the sealing length without being constrained by the bore diameter or internal stop positions.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

Data Source

PatentUS10871054B2Closeable sleeve assembly and method of use
Publication Date: 2020.12.22 KOBOLD CORP
  • US10871054B2 patent drawing
  • US10871054B2 patent drawing
  • US10871054B2 patent drawing

AI summary

A sleeve assembly has a sleeve axially moveable within a housing, the sleeve being positively locatable within a wellbore for reliable axial shifting of the sleeve between an uphole position and a downhole position. Stops and shoulders, which delimit the shifting of the sleeve between open and closed positions, are located in an annulus between the sleeve and the housing. Uphole and downhole ends of the sleeve and the housing have opposing ramps formed thereon. Locating shifting tools run through the sleeve assembly are engageable only in a locating profile in the sleeve and cannot engage in the annular stops or in gaps formed in the bore, uphole and downhole of the sleeve, as the ramps act to guide the locating tool therethrough. As the uphole and downhole sleeve ramps converge toward either of the uphole or downhole housing ramps during shifting thereof, debris is diverted into the bore allowing the sleeve to shift fully uphole or downhole.