Surge Assembly Fluid Bypass for Well Control

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Solution Overview

Problem

Conventional surge assemblies in well completion operations require additional trips downhole to position the surge assembly after downhole tools are activated, as they eliminate the tubing as a conduit due to the differential chamber, increasing time and expense.

Innovation Solution

A surge assembly with a fluid bypass that allows fluid to flow through the assembly while bypassing the differential chamber, enabling operation of downhole tools before and after the underbalance event, using a valve system that isolates the differential chamber from the fluid passageway initially and then places it in communication to create an underbalance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a conventional surge assembly with differential chamber is used, then pressure underbalance can be created, but the tubing cannot be used as a conduit requiring additional trips downhole

Engineering Contradiction:
Improvewell control capabilityVSAvoidoperational time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The surge assembly is divided into separate functional zones: a differential chamber for pressure control and a fluid passageway for conduit function. The valve system segments the chamber from the passageway initially, then connects them when needed, allowing both functions to coexist without interfering with each other

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A valve system acts as an intermediary between the differential chamber and the fluid passageway. The valve controls whether the chamber is isolated or connected to the passageway, enabling the tubing to serve as a conduit during non-surge operations while still allowing pressure control when needed

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If a conventional surge assembly with differential chamber is used, then pressure underbalance can be created, but the tubing cannot be used as a conduit requiring additional trips downhole

Engineering Contradiction:
Improvewell control capabilityVSAvoidoperational efficiency
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The surge assembly is designed to perform multiple functions: it can create pressure underbalance when the valve connects the differential chamber to the passageway, and it can serve as a functional conduit when the valve isolates the chamber. This multi-functionality eliminates the need for additional trips and improves operational efficiency

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

3Ease of operation

If the differential chamber is isolated from the fluid passageway, then the tubing can be used as a conduit, but the surge assembly cannot create underbalance

Engineering Contradiction:
Improveconduit functionalityVSAvoidpressure control capability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The valve system provides dynamic control, allowing the operator to switch between two operational states: isolated (conduit mode) and connected (surge mode). This dynamic adjustment enables the system to adapt to different operational requirements without compromising either function

Inventive Principle:
Principle #15Dynamics

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

This design allows for improved well control and reduced operational time and cost by enabling the use of the tubing as a conduit before and after the surging or flooding of the differential chamber, facilitating a single trip for perforation and surge operations.

Implementation Method 1

A valve fluidically isolates the differential chamber from the fluid passageway when in the closed position

Methodology Applied
Scientific EffectFluid isolation:

Implementation Method 2

the valve allows fluid from the fluid passageway to enter the differential chamber to reduce the pressure of the fluid within a portion of the fluid passageway

Methodology Applied
Scientific EffectPressure drop: Pressure Drop

Data Source

PatentUS11248442B2Surge assembly with fluid bypass for well control
Publication Date: 2022.02.15 HALLIBURTON ENERGY SERVICES INC
  • US11248442B2 patent drawing
  • US11248442B2 patent drawing
  • US11248442B2 patent drawing

AI summary

A method of providing an underbalance in a wellbore that includes positioning a surge assembly within the wellbore; bypassing a differential chamber that extends along a portion of the length of the surge assembly when flowing fluid through a fluid passageway that extends along the length of the surge assembly; and placing the fluid passageway in fluid communication with the air chamber to create an underbalance in the fluid passageway.