Tethered Float Valve Retrieval for Casing-While-Drilling

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Solution Overview

Problem

Conventional methods for retrieving the bottom hole assembly during casing-while-drilling operations are dangerous, complicated, and time-consuming, lacking a safe, practical, and efficient technique.

Innovation Solution

A tethered float valve system is employed, where a one-way float valve is connected above an elongated drum, with a tether wrapped around the drum, allowing fluid to be reverse circulated to force the float valve uphole, enabling the retrieval of the bottom hole assembly using the tether.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional retrieval methods (explosive charge or retrieval tool) are used, then the bottom hole assembly can be removed, but the process becomes dangerous, complicated and time-consuming

Engineering Contradiction:
Improvesafety and simplicity of retrieval operationVSAvoidretrieval time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The bottom hole assembly is segmented into removable components: the drill bit can be destroyed in place while the casing string with integrated drum and float valve is retrieved separately. This allows the retrieval system to be left behind while only the used drill bit is removed, significantly simplifying the retrieval process

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The float valve automatically opens under reverse circulation to allow the casing string to be pulled out by its own weight and the tension applied from surface, without requiring external retrieval tools. The drum rotates automatically as the tether is paid out, and the float valve self-activates when drilling fluid flow is reversed

Inventive Principle:
Principle #25Self-service

2Productivity

If the same casing string transports the bit and lines the wellbore, then drilling and lining can be done in one operation, but the bottom hole assembly must be retrieved through complex procedures

Engineering Contradiction:
Improvedrilling and lining efficiencyVSAvoidretrieval system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The drum with tether and float valve system is nested within the casing string itself. The drum rotates inside the casing while the tether is paid out through the float valve. This nested configuration allows the retrieval mechanism to be integrated into the production casing, eliminating the need for separate retrieval tools and reducing overall system complexity

Inventive Principle:
Principle #7Nested doll (Nesting)

Solution Approach 2:

The casing string serves multiple functions: it transports the drill bit during drilling, acts as the production liner, and incorporates the retrieval mechanism (drum and float valve) for bottom hole assembly removal. The float valve simultaneously controls drilling fluid flow during drilling and enables retrieval operation when activated by reverse circulation

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

This method reduces non-productive tripping time, allowing for efficient retrieval of the bottom hole assembly and subsequent cementing of the casing string, while minimizing risks and complexities associated with existing methods.

Implementation Method 1

a one-way float valve is connected above the drum to facilitate retrieval of the bottom hole assembly

Methodology Applied
Scientific EffectOne-way float valve mechanism: Valve

Implementation Method 2

fluid is reverse circulated down the wellbore around the casing joints and back up the bottom hole assembly

Methodology Applied
Scientific EffectReverse circulation fluid flow: Fluid Spray

Implementation Method 3

a tether (wireline, for example) is wrapped around the drum in the annular area between the drum and casing. One end of the tether is attached to the float valve, while the second end is connected to drum

Methodology Applied
Scientific EffectTether wrapping and unwrapping mechanism: Friction

Implementation Method 4

Fluid is pumped down the drill string, through the float valve and elongated drum, and to the drill bit to facilitate drilling operations

Methodology Applied
Scientific EffectHydraulic fluid circulation: Hydraulic Press

Data Source

PatentUS10036222B2Bottom hole assembly retrieval for casing-while-drilling operations using a tethered float valve
Publication Date: 2018.07.31 HALLIBURTON ENERGY SERVICES INC
  • US10036222B2 patent drawing
  • US10036222B2 patent drawing
  • US10036222B2 patent drawing

AI summary

A bottom hole assembly for a casing-while-drilling operation utilizes a tethered float valve to retrieve the bottom hole assembly after the casing string has been positioned at a desired wellbore depth.