Wellbore Obstruction-Clearing Tool for Casing Advancement

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Solution Overview

Problem

Current methods for clearing wellbore obstructions during casing operations, such as rotation and use of expensive mud motors, are inefficient and costly, especially in horizontal wellbores where rotation is difficult and often ineffective.

Innovation Solution

A wellbore obstruction-clearing tool fitted to the downhole end of a tubular string, featuring a tubular mandrel and a rotatable sleeve with a helical drive, allows for axial and rotational movement to break up obstructions without rotating the casing string, using fluid circulation to convey debris to the surface.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If casing string is rotated to move past obstructions, then casing can advance through tight spots, but high torque damages threads between casing joints and causes centralizers to drag and ream into the wellbore

Engineering Contradiction:
Improveability to advance casing through obstructionsVSAvoidthread integrity between casing joints
Core Design Contradiction:
Ease of operationVSStrength

Solution Approach 1:

The casing string is segmented into modular joints with standardized threading. The obstruction-clearing tool is attached to the downhole end, separating the obstruction-clearing function from the casing string itself, allowing the casing to be advanced without rotating the entire string.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

An obstruction-clearing tool serves as an intermediary device attached to the downhole end of the casing string. This tool performs the obstruction-clearing function while the casing string remains stationary, preventing torque transmission to the casing threads.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of manufacture

If washing technique is used to erode obstructions, then fluids can wash out debris, but repeated running in and tripping out of tubulars is time consuming and expensive

Engineering Contradiction:
Improveability to clear obstructions with fluidsVSAvoidtime for repeated tripping and running in tubulars
Core Design Contradiction:
Ease of manufactureVSLoss of time

Solution Approach 1:

The obstruction-clearing tool with cutting elements is installed on the casing string before entering the wellbore. This preliminary preparation allows the tool to mechanically break up obstructions during the first run, preventing the need for repeated tripping and washing operations.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The invention merges the obstruction-clearing function with the casing running operation by attaching cutting elements to the downhole end of the casing string. This combination allows simultaneous casing installation and obstruction removal in a single operation.

Inventive Principle:
Principle #5Merging (Combining)

3Ease of operation

If teeth are provided on the bottom of casing string to cut obstructions, then casing can advance through obstructions, but apparatus is not retrievable and adds significantly to cost

Engineering Contradiction:
Improveability to cut through obstructionsVSAvoidcost and retrievability of obstruction-clearing apparatus
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The obstruction-clearing tool with cutting elements is designed as a disposable or easily replaceable component attached to the downhole end of the casing string. After use, the tool remains in the wellbore or is easily removed, avoiding the need for expensive retrievable apparatus.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

4Ease of operation

If casing string is reciprocated to assist with moving past obstructions, then casing can advance through tight spots, but rotation of casing is extremely difficult or impossible in horizontal wellbores

Engineering Contradiction:
Improveability to advance through obstructions in horizontal wellboresVSAvoidapplicability of rotation method in different wellbore orientations
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

Instead of rotating the casing string to clear obstructions, the invention inverts the approach by attaching a cutting tool to the downhole end and advancing the casing vertically while the tool cuts horizontally through obstructions. This inversion makes the method applicable to both vertical and horizontal wellbores.

Inventive Principle:
Principle #13The other way round (Inversion)

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

Enables efficient clearing of wellbore obstructions without the need for casing rotation, reducing torque-related damage and operational costs, and allowing for successful advancement of the casing string to target depth.

Implementation Method 1

A helical drive is positioned between the mandrel and the sleeve, permitting the sleeve to reciprocate axially along the mandrel and to rotate relative thereto. The sleeve is driven to extend or retract axially and to rotate relative to the mandrel through axial reciprocation of the tubulars and the mandrel in the wellbore

Methodology Applied
Scientific EffectHelical drive mechanism: Helix

Implementation Method 2

At least the rotation of the sleeve engaging the wellbore obstructions causes the obstructions to break up or erode, forming debris therefrom which is conveyed to surface by fluids circulated downhole through the string and uphole to surface in an annulus between the tubulars and the wellbore

Methodology Applied
Scientific EffectFluid circulation and conveyance: Convection

Implementation Method 3

The fluids can also aid in hydraulically extending the sleeve during the upstroke and fluidly eroding wellbore obstructions

Methodology Applied
Scientific EffectHydraulic erosion: Jet Erosion

Data Source

PatentEP2526252B1Wellbore obstruction-clearing tool and method of use
Publication Date: 2017.08.02 LONGHORN CASING TOOLS
  • EP2526252B1 patent drawingFigure 1
  • EP2526252B1 patent drawingFigure 2
  • EP2526252B1 patent drawingFigure 3

AI summary

A wellbore obstruction-clearing tool connected to the bottom of a tubing string, such as casing, utilizes a sleeve which is axially and rotationally moveable in response to axial reciprocation of a tubing string to engage and clear obstructions in the wellbore. Fluid is discharged through the casing and the tool to engage the obstructions and to convey debris through the annulus to surface. Thus, the obstructions are cleared from the wellbore, permitting the casing to be advanced, without the need to rotate the casing.