Sliding Sleeve Valve Locking Mechanism for Wellbore Stability

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Sliding sleeve valves in hydrocarbon production wellbores often experience inadvertent operation due to wireline tools shifting the sleeve, which is undesirable and can disrupt fluid flow control.

Innovation Solution

A locking device is integrated into the sliding sleeve mechanism, featuring a housing with locking grooves and a sliding sleeve collet with radially outward tabs, along with a collet locking member that secures the sleeve in open or closed positions using a shifting tool to engage and move the locking components, preventing unintended movement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If wireline tools are passed down through the production tubing string to conduct operations below the sliding sleeve valve, then operations below the sleeve can be performed, but the tools may inadvertently shift the sleeve within the valve

Engineering Contradiction:
Improveability to perform operations below sleeve valveVSAvoidsleeve position stability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The locking device is activated before wireline operations to preemptively secure the sleeve in the desired position. The dog member engages with the locking groove in advance, creating a mechanical lock that prevents inadvertent sleeve movement during subsequent wireline tool passage through the production tubing string

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The locking mechanism applies a counteracting force to prevent the harmful effect of wireline tools potentially shifting the sleeve. The dog member and locking groove arrangement creates a mechanical constraint that counteracts any lateral or axial forces applied by passing wireline tools, thereby maintaining sleeve position stability

Inventive Principle:
Principle #9Preliminary anti-action

2Reliability

If a locking device is integrated into the sliding sleeve mechanism to secure the sleeve in open or closed positions, then inadvertent operation is prevented, but the device complexity increases

Engineering Contradiction:
Improvesleeve position securityVSAvoidlocking mechanism structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking device is divided into distinct functional components: a dog member with a lateral extending portion, a locking groove formed in the sleeve valve housing, and a actuating mechanism. This segmentation allows each component to perform its specific function independently while maintaining overall system simplicity and ease of manufacturing

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The locking function is extracted as a separate, dedicated mechanism within the sliding sleeve valve assembly. Rather than relying on the basic sleeve structure alone, a specific locking subsystem with the dog member and locking groove is incorporated to provide specialized position security without requiring complete redesign of the entire valve mechanism

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS8522877B2Sliding sleeve locking mechanisms
Publication Date: 2013.09.03 BAKER HUGHES CO
  • US8522877B2 patent drawing
  • US8522877B2 patent drawing
  • US8522877B2 patent drawing

AI summary

Systems and methods for locking a sliding sleeve valve in an open position and/or a closed position to prevent inadvertent operation of the sleeve valve during other operations. A sliding sleeve valve locking assembly includes an outer housing defining a locking bore portion with a first locking groove formed therein, a sliding sleeve collet member having a collet finger with a tab shaped and sized to reside within the first locking groove. The sliding sleeve valve locking assembly also includes a collet locking member that is moveably disposed within the sliding sleeve collet member to selectively lock the sliding sleeve collet member within the locking bore portion.