DOWNHOLE SEPARATION SYSTEM AND METHOD
A downhole separation system for use upstream of any tool through which a media flows. The separation system filters at least a portion of any solids from the media flowing through a filter flow path. The separation system flushes at least a portion of the filtered solids through a flush flow path, through a flush outlet on an outer surface of a housing, and into a space surrounding the housing. A screen and an activation mechanism are disposed within a housing inner bore. The filter flow path extends through a plurality of openings in the screen. The activation mechanism is configured to move between a default position in which it directs fluid through the filter flow path and an activated position in which it directs fluid through the flush flow path. Optionally, a spring within the housing inner bore is configured to bias the activation mechanism toward the default position.
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In the process of drilling and maintaining a wellbore, drilling fluid is pumped through drilling motors, such as positive displacement motors, and other drilling and completion equipment, such as friction reduction tools, percussion hammers, and turbines. Most drilling fluids contain solid particles (e.g., weighting material such as barite and hematite, low gravity solids such as bentonite clay, fractured rock and cuttings). Certain portions of the drilling and completion equipment are sensitive to the solid particles within the drilling fluid. For example, certain drilling motors include only metal components, which are not able to flex when drilling fluid containing solid particles flows between the components. Instead, the solid particles often become wedged between two metal components, which causes the drilling motors to prematurely wear out or to stop rotating, thereby disabling the metal-to-metal drilling motor. The power sections of standard drilling motors include nitrile-based elastomeric materials, which will flex to enable solid particles to flow through the drilling motor. However, these elastomeric materials can begin to degrade or fail when the drilling motor is exposed to high temperatures within the wellbore or to oil-based drilling fluids with low aniline point.
In both cases, filters are sometimes positioned upstream of the drilling motors to reduce the amount of solid particles in the drilling fluid before the drilling fluid enters the drilling motors. However, the filters have limited capacity for the collected solid particles and fill after some time. Once the filter reaches capacity, some conventional filters direct the drilling fluid through pathways within the filter to bypass the solid particle capturing section of the filter and thereby retain any solid particles contained therein while allowing unfiltered drilling fluid to reach the downstream drilling motor.
In order to clear the collected solid particles from the filter, conventional filters are usually pulled out from the drill string for cleaning. For example, filter 2 in
There is a need for a downhole separation system that filters solid particles from drilling fluid and clears the collected solid particles from the filter without removing the system or the filter from the wellbore and without releasing the collected solid particles downstream.
Disclosed herein is a separation system that flushes collected solids into the annulus around its outer surface automatically or in response to a signal from the surface of the wellbore.
Screen 30 and sliding assembly 32 may be secured within housing inner bore 24. Sliding assembly 32 may be configured to slide within housing inner bore 24. A portion of sliding assembly 32 may be configured to slide within a central bore of screen 30. The sliding assembly is configured to slide between a default position (shown in
In the illustrated embodiment, sliding assembly 32 may include mandrel 36, inner valve sleeve 38, and piston 40. Spring 42 disposed within housing inner bore 24 may bias sliding assembly 32 toward the default position, which in the illustrated embodiment is in an upstream direction. Spring 42 may be disposed around a portion of piston 40, which may slide within a central area of spring 42 when piston 40 compresses spring 42. First diverter 44 and second diverter 46 may secure screen 30 within housing inner bore 24. Mandrel 36 may be configured to slide through central bores in first and second diverters 44, 46. Outer valve sleeve 48 may also be secured within housing inner bore 24. Inner valve sleeve 38 may be slidingly disposed within outer valve sleeve 48. In some embodiments, outer valve sleeve 48 defines the upstream limit and the downstream limit of the sliding path for inner valve sleeve 38. In certain embodiments, outer valve sleeve 48 is aligned with flush outlets 26 of housing 22. Outer valve sleeve 48 may include one or more sleeve ports 50.
With reference to
In some embodiments, the screen assembly formed by screen 30 between first and second diverters 44 and 46 may be secured within housing inner bore 24 in a stationary configuration. For example, in the illustrated embodiment, the screen assembly is secured within housing segment 22b with shoulder 88 of housing segment 22b and the lower end of housing segment 22a. More specifically, a downstream surface of second diverter 46 in the illustrated embodiment engages shoulder 88 of housing segment 22b without blocking second diverter passages 72, and an upstream surface of first diverter 44 engages the lower end of housing segment 22a without blocking first diverter passages 64.
With reference to
With reference now to
With reference to
Referring now to
With reference to
Piston 40 may further include aperture 172 extending from central bore 154 to upstream outer surface 156. The position of piston 40 within downstream bore 144 of inner valve sleeve 38 may align aperture 172 with expanded diameter section 150 of inner valve sleeve 38. In the default position illustrated in
Referring again to
In the default position, a fluid or other media may be contained in mandrel cavity 134 between mandrel 36 and first diverter 44 (shown in
In some embodiments, certain fluid cavities of separation system 20 may be charged with a media before use. For example, dampening cavities 167 and 168/176 may be filled with fluid during assembly of separation system 20. The dampening cavities may be filled with fluids that contain a consistent viscosity over a wide temperature range, such as ethylene glycol. In certain embodiments, dampening cavities 167 and 168/176 may fill during use when looser seals are used.
With reference to
Seal member 155 fluidly seals the interface between housing inner bore 24 and seal block 164 of piston 40. Fluid communication between first dampening cavity 167 and the combined downstream dampening cavity 168/176 is provided only through the one or more first nozzles 169 and the one or more second nozzles 170 (shown in
With reference to
An increase in the flow rate of the media flowing through separation system 20 in the default position applies an increased downstream force on the active area of sliding assembly 32. When the downward force reaches a threshold force value that overcomes the upstream spring force on the sliding assembly 32, the downstream force causes sliding assembly 32 to move in the downstream direction within housing inner bore 24 and compress spring 42. Specifically, mandrel 36 slides in the downstream direction within first and second diverters 44 and 46, within screen 30, and within outer valve sleeve 48; inner valve sleeve 38 slides in the downstream direction within outer valve sleeve 48; and piston 40 slides in the downstream direction within outer valve sleeve 48, valve stop 96, second spring block 182, and housing inner bore 24.
In order for sliding assembly 32 to slide in the downstream direction, a portion of the media contained in certain cavities of separation system 20 must be expelled from those cavities. For example, in order for mandrel 36 to move in the downstream direction, a portion of the fluid in mandrel cavity 134 must be returned to housing inner bore 24 and/or upstream central bore 118 of mandrel 36. Similarly, in order for inner valve sleeve 38 to slide in the downstream direction, a portion of the fluid in valve cavity 174 to be returned to central bore 154 of piston 40. Also, in order for piston 40 to slide in the downstream direction, a portion of the fluid in the combined downstream dampening chamber 168/176 must flow through first and second nozzles 169 and 170 and into first dampening chamber 167. The restricted diameter of nozzles 169 and 170 delay the movement of sliding assembly 32 in response to a change in the flow rate of the media. In this way, the dampening chambers provide a dampening effect on the movement of sliding assembly 32. Sliding assembly 32 slides in response to average flow rates over time as opposed to changes of short duration or quicker fluctuations.
Referring now to
With separation system 20 in the partially activated position, a media flowing therethrough may be forced through the flush flow path by the pressure differential between the housing inner bore 24 and the space surrounding outer surface 28 of housing 22. In this position, the downstream force of sliding assembly 32 is created by the pressure differential between the housing inner bore 24 and the space surrounding outer surface 28 of housing 22 across sleeve ports 50 and flush outlets 26. Specifically, the active area in the partially activated position includes the mandrel active area and the valve active area, which may include the total surface area of upstream surface 188 of inner valve sleeve 38 due to the separation from spacer 92. In the partially activated position, the active area may act as a downstream biased piston, which moves in response to the pressure differential between the housing inner bore 24 and an annular space surrounding the outer surface 28 of housing 22. Because sliding assembly 32 is biased in a downstream direction, if the flow rate through housing inner bore 24 decreases, the total downstream force acting on sliding assembly 32 against the upstream spring force may be equal to or greater than the previous downstream force applied from the flow rate alone. For this reason, sliding assembly 32 does not move in an upstream direction to the default position when the flush flow path is opened even if the fluid flow rate drops.
In a wellbore, the pressure in an annulus surrounding housing 22 is lower than the pressure within housing inner bore 24 due to the pressure drop across the bottom hole assembly. In the partially activated position, the pressure inside housing inner bore 24 is greater than the pressure within the annulus. For this reason, separation system 20 is pressure controlled in the partially activated position. “Pressure controlled” means that changes, up or down, in a pressure differential between a pressure of fluid in the housing inner bore 24 of separation system 20 and a pressure in the annulus surrounding housing 22 cause the sliding assembly 32 to slide from the partially activated position to a fully activated position or the default position, respectively. In other words, when partially activated or fully activated, system 20 is controlled by the pressure differential between the pressure in housing inner bore 24 and an annulus surrounding housing 22. If fluid flow slows while the pressure differential across separation system 20 and the annulus remains lower, sliding assembly 32 will not return to the default position even with the reduction of fluid flow. When fluid flow is stopped, internal fluid pressure may bleed off through flush flow path until the force acting on the active area is less than the upstream force from spring 42 biasing the sliding assembly 32 in the upstream direction.
With reference to
Because separation system 20 is flow rate controlled in the default position, it is automatically activated when a fluid flow rate exceeds a predetermined force threshold value. Separation system 20 is pressure controlled in the partially activated position and the fully activated position. Accordingly, after beginning to flush the media and any collected solids to the annulus, separation system 20 is not unintentionally closed by flow rate changes. Separation system 20 is transferred to the default position only in response to a predefined pressure change created at a surface of a wellbore. Additionally, the dampening effect provided by nozzles 169 and 170 and dampening chambers 167 and 168 prevents separation system 20 from being unintentionally activated or deactivated due to pressure pulses, vibration, bit plugging, or motor stalling. In one embodiment, the dampening effect may effectively require a flow rate change or pressure change to be maintained for a specified time (e.g., 30-45 seconds) before the separation system 20 changes positions.
Separation system 20 is configured to reach the partially activated position (in
Referring now to
With reference to
Alternatively, separation system used as illustrated in
As shown in
As used herein, “media” means any liquid or compressible gas, which may include solid particles.
As used herein, “fluid” means any liquid or gas, which may include solid particles.
As used herein, “open” in reference to an outlet, port, or other opening means that fluid communication is open across the outlet, port, or other opening.
As used herein, “closed” in reference to an outlet, port, or other opening means that fluid communication does not exist across the outlet, port, or other opening.
Except as otherwise described or illustrated, each of the components in this device has a generally cylindrical shape and may be formed of steel, another metal, or any other durable material. Portions of separation system 20 may be formed of a wear resistant material, such as tungsten carbide, ceramics, or ceramic coated steel.
Each device described in this disclosure may include any combination of the described components, features, and/or functions of each of the individual device embodiments. Each method described in this disclosure may include any combination of the described steps in any order, including the absence of certain described steps and combinations of steps used in separate embodiments. Any range of numeric values disclosed herein includes any subrange therein. “Plurality” means two or more. “Above” and “below” shall each be construed to mean upstream and downstream, such that the directional orientation of the device is not limited to a vertical arrangement.
While preferred embodiments have been described, it is to be understood that the embodiments are illustrative only and that the scope of the invention is to be defined solely by the appended claims when accorded a full range of equivalents, many variations and modifications naturally occurring to those skilled in the art from a review hereof.
Claims
1. A downhole separation system, comprising:
- a housing including a housing inner bore and one or more flush outlets extending radially from the housing inner bore to an outer surface of the housing;
- a screen disposed within the housing inner bore, the screen including a plurality of openings; wherein a filter flow path within the housing extends through the plurality of openings of the screen for filtering at least a portion of any solids contained in a media flowing through the filter flow path; wherein a flush flow path within the housing extends to the one or more flush outlets for flushing at least a portion of the filtered solids through the one or more flush outlets and beyond the outer surface of the housing when the media flows through the flush flow path; and
- an activation mechanism configured to move within the housing inner bore between a default position and an activated position; wherein the activation mechanism is configured to close the one or more flush outlets in the default position and to open the one or more flush outlets in the activated position; wherein the activation mechanism is flow rate controlled in the default position and pressure controlled in the activated position.
2. The downhole separation system of claim 1, wherein in the default position the activation mechanism is configured to direct the media flowing into the housing inner bore through the filter flow path; wherein the filter flow path extends from an upstream end of the housing inner bore through a collection cavity leading to the plurality of openings of the screen and into a downstream end of the housing inner bore; wherein in the activated position the activation mechanism is configured to direct the media through the flush flow path; wherein the flush flow path extends from the upstream end of the housing inner bore through the collection cavity leading to the one or more flush outlets.
3. The downhole separation system of claim 2, wherein the flush flow path extends through the plurality of openings of the screen before the collection cavity.
4. The downhole separation system of claim 2, further comprising a dampening mechanism including a fluid passage connecting two dampening chambers, wherein a fluid flow through the fluid passage slows the rate at which the activation mechanism moves between the default position and the activated position.
5. The downhole separation system of claim 4, wherein the fluid passage includes one or more nozzles.
6. The downhole separation system of claim 4, wherein the fluid passage includes an annular space.
7. The downhole separation system of claim 1, further comprising a spring disposed within the housing inner bore, wherein the spring is configured to bias the activation mechanism toward the default position.
8. The downhole separation system of claim 7, wherein a mandrel of the activation mechanism includes:
- an upstream central bore and a downstream central bore separated by a mandrel core;
- one or more mandrel filter ports each extending radially from the upstream central bore to an outer surface of the mandrel; wherein the filter flow path extends through the mandrel filter ports; wherein the mandrel filter ports are open in the default position and closed in the activated position;
- one or more mandrel flush ports each extending radially from the upstream central bore to the outer surface of the mandrel; wherein the mandrel flush ports are disposed an axial distance from the mandrel filter ports; wherein the flush flow path extends through the mandrel flush ports; wherein the mandrel flush ports are closed in the default position and open in the activated position;
- one or more mandrel lower ports each extending radially from the downstream central bore to the outer surface of the mandrel; wherein the filter flow path extends through the mandrel lower ports; wherein the mandrel lower ports are open in the default position and closed in the activated position.
9. The downhole separation system of claim 8, wherein a portion of the mandrel is slidingly disposed through a central bore of the screen; wherein the mandrel lower ports are disposed within the central bore of the screen in the default position; wherein the mandrel flush ports are disposed within the central bore of the screen in the activated position.
10. The downhole separation system of claim 9, further comprising:
- a screen cavity defined between the outer surface of the mandrel and an inner surface of the screen; and
- a collection cavity defined between an outer surface of the screen and the housing inner bore; wherein the filter flow path extends through the openings of the screen from the collection cavity to the screen cavity; wherein the flush flow path extends through the openings of the screen from the screen cavity to the collection cavity.
11. The downhole separation system of claim 10, further comprising:
- a first diverter including a central bore and one or more first diverter passages each extending axially between the central bore and an outer surface of the first diverter; wherein the filter flow path extends through the first diverter passages; wherein a portion of the mandrel is slidingly disposed through the central bore of the first diverter such that the mandrel flush ports are disposed within the central bore in the default position and the mandrel filter ports are disposed within the central bore in the activated position; and
- a second diverter including a central bore and one or more second diverter passages each extending axially between the central bore and an outer surface of the second diverter; wherein the flush flow path extends through the second diverter passages; wherein a portion of the mandrel is slidingly disposed through the central bore of the second diverter such that the mandrel lower ports are disposed within the central bore in the activated position; wherein the screen extends between the first diverter and the second diverter.
12. The downhole separation system of claim 8, further comprising an outer valve sleeve stationarily disposed within the housing inner bore, the outer valve sleeve comprising a central bore and one or more sleeve ports extending radially from the central bore to an outer surface of the outer valve sleeve; wherein a flush outlet cavity is formed between the outer surface of the outer valve sleeve and the housing inner bore; and wherein the flush outlet cavity fluidly connects the one or more sleeve ports to the one or more flush outlets of the housing.
13. The downhole separation system of claim 12, wherein the one or more sleeve ports and the one or more flush outlets are separated by an axial distance.
14. The downhole separation system of claim 12, wherein the activation mechanism further includes an inner valve sleeve connected to a downstream end of the mandrel; wherein the inner valve sleeve is slidingly disposed within the central bore of the outer valve sleeve; wherein in the default position the inner valve sleeve closes the one or more sleeve ports; wherein in the activated position the inner valve sleeve opens the one or more sleeve ports.
15. The downhole separation system of claim 14, wherein the activation mechanism further includes a piston connected to a downstream end of the inner valve sleeve; wherein the spring is disposed around a portion of the piston.
16. The downhole separation system of claim 15, wherein the piston includes a seal block with an expanded outer diameter that engages the housing inner bore to create a first dampening chamber and a second dampening chamber; wherein the piston further includes one or more nozzles extending from a first shoulder to a second shoulder of the seal block; wherein each of the one or more nozzles fluidly connects the first dampening chamber and the second dampening chamber.
17. A downhole separation system, comprising:
- a housing including a housing inner bore and one or more flush outlets extending radially from the housing inner bore to an outer surface of the housing;
- a screen disposed within the housing inner bore, the screen including a plurality of openings; wherein a filter flow path within the housing extends through a collection cavity leading to the plurality of openings of the screen for filtering at least a portion of any solids contained in a media flowing through the filter flow path; wherein a flush flow path within the housing extends through the collection cavity and to the one or more flush outlets for flushing at least a portion of the filtered solids through the one or more flush outlets and beyond the outer surface of the housing when the media flows through the flush flow path; and
- an activation mechanism configured to move within the housing inner bore between a default position and an activated position;
- a spring disposed within the housing inner bore, the spring configured to bias the activation mechanism toward the default position;
- wherein in the default position the activation mechanism is configured to close the one or more flush outlets and to direct the media flowing into the housing inner bore through the filter flow path; and
- wherein in the activated position the activation mechanism is configured to open the one or more flush outlets and to direct the media flowing into the housing inner bore through the flush flow path.
18. The downhole separation system of claim 17, further comprising a dampening mechanism including a fluid passage connecting two dampening chambers, wherein the activation mechanism is configured to force a volume of a fluid from one dampening chamber to flow through the fluid passage and into the other dampening chamber as the activation mechanism moves between the default position and the activated position, and wherein the fluid flow through the fluid passage slows the rate at which the activation mechanism moves between the default position and the activated position.
19. The downhole separation system of claim 18, wherein the fluid passage includes one or more nozzles.
20. The downhole separation system of claim 18, wherein the fluid passage includes an annular space.
21. The downhole separation system of claim 17, further comprising an outer valve sleeve stationarily disposed within the housing inner bore, the outer valve sleeve comprising a central bore and one or more sleeve ports extending radially from the central bore to an outer surface of the outer valve sleeve; wherein a flush outlet cavity is formed between the outer surface of the outer valve sleeve and the housing inner bore; and wherein the flush outlet cavity fluidly connects the one or more sleeve ports to the one or more flush outlets of the housing.
22. The downhole separation system of claim 21, wherein the one or more sleeve ports and the one or more flush outlets are separated by an axial distance.
23. The downhole separation system of claim 21, wherein the activation mechanism includes an inner valve sleeve that is slidingly disposed within the central bore of the outer valve sleeve; wherein in the default position the inner valve sleeve closes the one or more sleeve ports; wherein in the activated position the inner valve sleeve opens the one or more sleeve ports.
24. A method of filtering a media flowing in a wellbore, comprising the steps of:
- a) providing a first separation system comprising: a housing including a housing inner bore and one or more flush outlets extending radially from the housing inner bore to an outer surface of the housing; a screen disposed within the housing inner bore, the screen including a plurality of openings; wherein a filter flow path within the housing extends through the plurality of openings of the screen; wherein a flush flow path within the housing extends to the one or more flush outlets; and an activation mechanism configured to move within the housing inner bore between a default position and an activated position; wherein the activation mechanism is configured to close the one or more flush outlets in the default position and to open the one or more flush outlets in the activated position;
- b) positioning the first separation system in a drill string or a coiled tubing string within a wellbore;
- c) flowing a media through the drill string or the coiled tubing string and into the housing inner bore of the first separation system;
- d) filtering at least a portion of any solids contained in the media when the activation mechanism is in the default position by directing the media through the filter flow path within the housing; wherein the filtered solids are retained in a collection cavity;
- e) activating the first separation system to move the activation mechanism into the activated position to direct the media through the flush flow path for flushing at least a portion of the filtered solids from the collection cavity through the one or more flush outlets beyond the outer surface of the housing and into an annulus surrounding the housing.
25. The method of claim 24, wherein in step (e) the first separation system is activated in response to a signal from the surface of the wellbore.
26. The method of claim 24, wherein in step (e) the first separation system is automatically activated in response to an automatic trigger.
27. The method of claim 24, further comprising the step of:
- f) deactivating the first separation system to slidingly return the activation mechanism to the default position to filter the media flowing through the housing inner bore; wherein steps (b) through (f) are conducted without removing the first separation system from the wellbore.
28. The method of claim 27, wherein in step (e) the first separation system is activated by adjusting a flow rate of the media through the first separation system; wherein in step (f) the first separation system is deactivated by adjusting a pressure differential between the housing inner bore and the annulus.
29. The method of claim 24, wherein in step (a) the first separation system further comprises a dampening mechanism including a fluid passage connecting two dampening chambers, and wherein in step (e) the a fluid flow through the fluid passage slows the rate at which the activation mechanism moves into the activated position.
30. The method of claim 24, wherein step (a) further comprises providing a second separation system comprising: a housing including a housing inner bore and one or more flush outlets extending radially from the housing inner bore to an outer surface of the housing; a screen disposed within the housing inner bore, the screen including a plurality of openings, wherein the plurality of openings of the second separation system are configured to filter a smaller particle size than the plurality of openings of the first separation system; wherein a filter flow path within the housing extends through the plurality of openings of the screen; wherein a flush flow path within the housing extends to the one or more flush outlets; and an activation mechanism configured to move within the housing inner bore between a default position and an activated position; wherein the activation mechanism is configured to close the one or more flush outlets in the default position and to open the one or more flush outlets in the activated position; wherein step (b) further comprises positioning the second separation system downstream of the first separation system in the drill string or the coiled tubing string within the wellbore; wherein step (c) further comprises flowing the media through the housing inner bore of the second separation system; and wherein step (d) further comprises filtering at least a portion of any solids contained in the media when the second activation mechanism is in the default position, wherein the solids filtered by the second activation mechanism are smaller than the solids filtered by the first activation mechanism.
Type: Application
Filed: Jan 5, 2023
Publication Date: Jul 11, 2024
Applicant: Workover Solutions, Inc. (Imperial, PA)
Inventors: Gunther HH von Gynz-Rekowski (Montgomery, TX), Mark Allen Reeves (Houston, TX), Russel Wayne Koenig (Conroe, TX), Kevin J. Rudy (Tomball, TX)
Application Number: 18/150,499