Slotted Orientation Apparatus Debris Resistance

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Solution Overview

Problem

During borehole operations, particularly in horizontal multistage hydraulic stimulation and multilateral wells, debris such as frac sand can collect in slotted orientation apparatuses, causing issues with key alignment and deployment of keyed running tools, leading to inefficiencies in accessing and positioning downhole tools within wellbores.

Innovation Solution

A slotted orientation apparatus with a slot positioned on the high side of the tubular, radially extending 180 degrees or less, and a keyed running tool with movable keys that are laterally and radially offset, allowing for improved engagement and alignment within the slotted orientation apparatus, even when debris is present.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Manufacturing precision

If a slotted orientation apparatus is used for positioning downhole tools, then alignment and positioning capability is improved, but debris accumulation in the slot causes key alignment issues and deployment failures

Engineering Contradiction:
Improvekey alignment precisionVSAvoiddebris accumulation
Core Design Contradiction:
Manufacturing precisionVSObject-affected harmful factors

Solution Approach 1:

The patent employs movable keys that can transition between retracted and extended positions. During deployment, keys extend to engage with the slot for precise alignment. The dynamic capability allows the system to adapt to debris presence by retracting keys that would otherwise jam, while maintaining alignment capability when the path is clear.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The keyed running tool incorporates multiple separate keys rather than a single key. This segmentation allows individual keys to be independently positioned and controlled. If debris blocks one key's path, other keys can still function or can be retracted, preventing complete deployment failure and maintaining alignment capability.

Inventive Principle:
Principle #1Segmentation

2Reliability

If keys are made movable between retracted and extended positions to navigate debris, then deployment reliability is improved, but device complexity increases

Engineering Contradiction:
Improvedeployment reliabilityVSAvoidkey mechanism complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The key mechanism is designed to be self-actuating through hydraulic or mechanical pressure differentials. Keys automatically extend when pressure is applied during deployment and retract when pressure equalizes or reverses. This self-service capability eliminates the need for complex external actuation systems, reducing overall device complexity while maintaining reliability.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The movable key mechanism serves multiple functions: alignment guidance, debris navigation, and deployment control. The same structural elements that allow key movement also provide the alignment surfaces and engagement features. This multi-functionality reduces the need for separate components, thereby limiting the increase in device complexity.

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

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 effectively reduces debris accumulation and enhances the alignment of keys with the slotted orientation apparatus, ensuring efficient deployment and positioning of downhole tools, thereby improving the success rate of borehole operations like hydraulic fracturing.

Implementation Method 1

A slotted orientation apparatus with a slot positioned on the high side of the tubular

Methodology Applied
Scientific EffectGravity: Gravitation

Data Source

PatentUS11746598B2Debris resistant alignment system and method
Publication Date: 2023.09.05 HALLIBURTON ENERGY SERVICES INC
  • US11746598B2 patent drawing
  • US11746598B2 patent drawing
  • US11746598B2 patent drawing

AI summary

Provided is a slotted orientation apparatus for use with a keyed running tool. The slotted orientation apparatus, in one aspect includes a tubular having a wall thickness (t), and a slot extending at least partially through the tubular, the slot having an angled portion coupled to an axial portion, wherein the slot radially extends around the tubular X degrees, wherein X is 180 degrees or less.