# US 10,246,959 B2 · Downhole tool actuators and indexing mechanisms

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- Number: US 10,246,959 B2
- Document ID: US10246959B2
- Status: Granted
- Kind: B2
- Application number: 15/953,441
- Filed: 2018-04-14
- Published: 2018-10-18
- Granted: 2019-04-02
- Earliest claimed: 2017-04-14
- Assignees: Turbo Drill Industries, Inc.
- Applicants: Turbo Drill Industries, Inc.
- Inventors: Mark Adam
- Web page: https://patentgrep.com/patent/US10246959B2

## CPC

- E21B 23/00: Apparatus for displacing, setting, locking, releasing or removing tools, packers or the like in boreholes or wells (setting of casings, screens or liners E21B43/10)
- E21B 23/004: {Indexing systems for guiding relative movement between telescoping parts of downhole tools}
- E21B 23/006: {"J-slot" systems, i.e. lug and slot indexing mechanisms}
- E21B 34/14: operated by movement of tools, e.g. sleeve valves operated by pistons or wire line tools {(E21B34/066 takes precedence)}
- E21B 17/1014: {Flexible or expansible centering means, e.g. with pistons pressing against the wall of the well (E21B17/1042 takes precedence)}
- E21B 2200/06: Sleeve valves
- E21B: EARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS

## Abstract

A downhole tool control apparatus includes a control assembly, a stroking assembly, and a pocket sleeve positioned in an outer sub. The control assembly and stroking assembly are independently slidable axially within the outer sub. The control assembly and stroking assembly slide depending on the flow rate of fluid through the downhole tool actuator. The stroking assembly includes a spline barrel having a spline projection positioned within a spline pocket formed in the pocket sleeve. The pocket sleeve and control assembly include one or more ratchet teeth positioned in the pocket sleeve such that as the flow rate is changed between a high and a low flow rate, the spline projection engages the ratchet teeth until an actuated cycle is completed, allowing the downhole tool actuator to move to an actuation position.

## Claims

### Claim 1

A downhole tool actuator comprising:
an outer sub, the outer sub having an inner surface defining a control apparatus bore;
a control pin, the control pin positioned within the control apparatus bore and mechanically coupled to the outer sub;
a control assembly, the control assembly positioned within the control apparatus bore, the control assembly being tubular and defining a control assembly bore, the control pin positioned at least partially within the control assembly bore, the control assembly including:
a control piston;
a control piston spring, the control piston spring positioned between a dynamic control spring stop of the control assembly and a fixed control spring stop mechanically coupled to the outer sub;
a ratchet mandrel, the ratchet mandrel mechanically coupled to the control piston; and
a low flow ratchet sleeve, the low flow ratchet sleeve mechanically coupled to the ratchet mandrel, the low flow ratchet sleeve including one or more low flow ratchet teeth;
a stroking assembly, the stroking assembly positioned within the control apparatus bore, the stroking assembly being tubular and defining a stroking assembly bore, the stroking assembly including:
a stroking mandrel, the stroking mandrel being tubular and defining the stroking assembly bore;
a stroking piston mechanically coupled to the stroking mandrel;
a stroking piston spring positioned between a dynamic stroking spring stop and a fixed spring stop mechanically coupled to the outer sub; and
a spline barrel, the spline barrel including a spline projection, the spline barrel coupled to the stroking mandrel such that the spline barrel is rotatable relative to the stroking mandrel; and
a pocket assembly, the pocket assembly mechanically coupled to the outer sub, the pocket assembly including a pocket sleeve having a spline pocket formed therein, the spline pocket including a reset slope, a high-flow ratchet tooth, and an actuation slot, the spline projection of the stroking assembly positioned within the spline pocket.

### Claim 2 (depends on 1)

The downhole tool actuator of claim 1, wherein the outer sub and control pin define a control pin chamber.

### Claim 3 (depends on 2)

The downhole tool actuator of claim 2, wherein the control piston, ratchet mandrel, and outer sub define a control piston chamber.

### Claim 4 (depends on 3)

The downhole tool actuator of claim 3, wherein the control piston and control pin define a flow path between the control pin chamber and the control assembly bore, the flow path defining a total flow area.

### Claim 5 (depends on 4)

The downhole tool actuator of claim 4, wherein the control piston comprises one or more apertures fluidly coupling the control assembly bore and the control piston chamber.

### Claim 6 (depends on 3)

The downhole tool actuator of claim 3, wherein the control piston spring is positioned within the control piston chamber.

### Claim 7 (depends on 1)

The downhole tool actuator of claim 1, wherein the stroking mandrel, stroking piston, and outer sub define a stroking chamber.

### Claim 8 (depends on 7)

The downhole tool actuator of claim 7, wherein the stroking mandrel comprises a stroking chamber port fluidly coupling the stroking assembly bore with the stroking chamber.

### Claim 9 (depends on 7)

The downhole tool actuator of claim 7, wherein the stroking piston and outer sub define a stroking reaction chamber, the stroking reaction chamber fluidly coupled to an exterior of the outer sub by a stroking reaction port.

### Claim 10 (depends on 1)

The downhole tool actuator of claim 1, wherein the outer sub comprises a tool coupler.

### Claim 11 (depends on 1)

The downhole tool actuator of claim 1, wherein each low flow ratchet tooth comprises a ratchet slope and a stop face.

### Claim 12 (depends on 1)

The downhole tool actuator of claim 1, wherein each high flow ratchet tooth comprises a ratchet slope and a stop face.

### Claim 13

A downhole tool indexer comprising:
an outer sub, the outer sub having an inner surface defining a control apparatus bore;
a control pin, the control pin positioned within the control apparatus bore and mechanically coupled to the outer sub;
a control assembly, the control assembly positioned within the control apparatus bore, the control assembly being tubular and defining a control assembly bore, the control pin positioned at least partially within the control assembly bore, the control assembly including:
a control piston;
a control piston spring, the control piston spring positioned between a dynamic control spring stop of the control assembly and a fixed control piston spring stop mechanically coupled to the outer sub;
a ratchet mandrel, the ratchet mandrel mechanically coupled to the control piston; and
a low flow ratchet sleeve, the low flow ratchet sleeve mechanically coupled to the ratchet mandrel, the low flow ratchet sleeve including one or more upper low flow ratchet teeth and one or more lower low flow ratchet teeth;
a stroking assembly, the stroking assembly positioned within the control apparatus bore, the stroking assembly being tubular and defining a stroking assembly bore, the stroking assembly including:
a stroking mandrel, the stroking mandrel being tubular and defining a stroking assembly bore;
a stroking piston mechanically coupled to the stroking mandrel;
a stroking piston spring; and
a spline barrel, the spline barrel including a spline projection, the spline barrel coupled to the stroking mandrel such that the spline barrel is rotatable relative to the stroking mandrel; and
a pocket assembly, the pocket assembly mechanically coupled to the outer sub, the pocket assembly including:
a reset sleeve, the reset sleeve including a first reset slope and a second reset slope;
a high flow ratchet sleeve, the high flow ratchet sleeve including one or more upper high flow ratchet teeth and one or more lower high flow ratchet teeth, the reset sleeve and high flow ratchet sleeve defining a first spline pocket and a second spline pocket, the reset sleeve and high flow ratchet sleeve defining a first transition slot and a second transition slot between the first spline pocket and second spline pocket, the spline projection of the stroking assembly positioned within the first or second spline pocket; and
an orientation spacer, the orientation spacer mechanically coupled to the reset sleeve and the high flow ratchet sleeve.

### Claim 14 (depends on 13)

The downhole tool indexer of claim 13, wherein the outer sub and control pin define a control pin chamber.

### Claim 15 (depends on 14)

The downhole tool actuator of claim 14, wherein the control piston, ratchet mandrel, and outer sub define a control piston chamber.

### Claim 16 (depends on 15)

The downhole tool actuator of claim 15, wherein the control piston and control pin define a flow path between the control pin chamber and the control assembly bore, the flow path defining a total flow area.

### Claim 17 (depends on 16)

The downhole tool actuator of claim 16, wherein the control piston comprises one or more apertures fluidly coupling the control assembly bore and the control piston chamber.

### Claim 18 (depends on 15)

The downhole tool actuator of claim 15, wherein the control piston spring is positioned within the control piston chamber.

### Claim 19 (depends on 13)

The downhole tool actuator of claim 13, wherein the stroking mandrel, stroking piston, and outer sub define a stroking chamber.

### Claim 20 (depends on 19)

The downhole tool actuator of claim 19, wherein the stroking mandrel comprises a stroking chamber port fluidly coupling the stroking assembly bore with the stroking chamber.

### Claim 21 (depends on 19)

The downhole tool actuator of claim 19, wherein the stroking piston and outer sub define a stroking reaction chamber, the stroking reaction chamber fluidly coupled to an exterior of the outer sub by a stroking reaction port.

### Claim 22 (depends on 13)

The downhole tool actuator of claim 13, wherein the outer sub comprises a tool coupler.

### Claim 23 (depends on 13)

The downhole tool actuator of claim 13, wherein each low flow ratchet tooth comprises a ratchet slope and a stop face.

### Claim 24 (depends on 13)

The downhole tool actuator of claim 13, wherein each high flow ratchet tooth comprises a ratchet slope and a stop face.

### Claim 25

A downhole tool control apparatus comprising:
an outer sub, the outer sub having an inner surface defining a control apparatus bore;
a control pin, the control pin positioned within the control apparatus bore and mechanically coupled to the outer sub;
a control assembly, the control assembly positioned within the control apparatus bore, the control assembly being tubular and defining a control assembly bore, the control pin positioned at least partially within the control assembly bore, the control assembly including:
a control piston;
a control piston spring, the control piston spring positioned between a dynamic control spring stop of the control assembly and a fixed control spring stop mechanically coupled to the outer sub;
a ratchet mandrel, the ratchet mandrel mechanically coupled to the control piston; and
a low flow ratchet sleeve, the low flow ratchet sleeve mechanically coupled to the ratchet mandrel, the low flow ratchet sleeve including one or more low flow ratchet teeth;
a stroking assembly, the stroking assembly positioned within the control apparatus bore, the stroking assembly being tubular and defining a stroking assembly bore, the stroking assembly including:
a stroking mandrel, the stroking mandrel being tubular and defining a stroking assembly bore;
a stroking piston mechanically coupled to the stroking mandrel;
a stroking piston spring positioned between a dynamic stroking spring stop and a fixed spring stop mechanically coupled to the outer sub; and
a spline barrel, the spline barrel including a spline projection, the spline barrel coupled to the stroking mandrel such that the spline barrel is rotatable relative to the stroking mandrel; and
a spline pocket formed on the inner surface of the outer sub, the spline pocket including a lower boundary, an upper boundary, a reset boundary, and an exit boundary, the lower boundary including a reset slope, the upper boundary including at least one high-flow ratchet tooth, wherein the spline projection of the stroking assembly is positioned within the spline pocket.

### Claim 26 (depends on 25)

The downhole tool control apparatus of claim 25, wherein the spline pocket is formed integrally into the inner surface of the outer sub.

### Claim 27 (depends on 25)

The downhole tool control apparatus of claim 25, wherein the spline pocket is formed in a pocket sleeve, the pocket sleeve being tubular and mechanically coupled to the inner surface of the outer sub.

### Claim 28

A downhole tool control apparatus comprising:
an outer sub, the outer sub being tubular, the outer sub having an inner surface defining a control apparatus bore;
a stroking assembly, the stroking assembly positioned within the control apparatus bore, the stroking assembly including:
a stroking mandrel; and
a spline barrel, the spline barrel including a spline projection, the spline projection extending radially outward from the spline barrel, the spline barrel coupled to the stroking mandrel such that the spline barrel is rotatable relative to the stroking mandrel; and
a spline pocket formed on the inner surface of the outer sub, the spline pocket including a lower boundary, an upper boundary, a reset boundary, and an exit boundary, the lower boundary including a reset slope, the upper boundary including at least one high-flow ratchet tooth, wherein the spline projection of the stroking assembly is positioned within the spline pocket.

### Claim 29 (depends on 28)

The downhole tool control apparatus of claim 28, wherein the spline pocket is formed integrally into the inner surface of the outer sub.

### Claim 30 (depends on 28)

The downhole tool control apparatus of claim 28, wherein the spline pocket is formed in a pocket sleeve, the pocket sleeve being tubular and mechanically coupled to the inner surface of the outer sub.

### Claim 31 (depends on 28)

The downhole tool control apparatus of claim 28, wherein the stroking assembly is tubular and defines a stroking assembly bore.

### Claim 32 (depends on 31)

The downhole tool control apparatus of claim 31, wherein the stroking assembly further comprises a stroking piston mechanically coupled to the stroking mandrel and a stroking piston spring positioned between a dynamic stroking spring stop and a fixed spring stop mechanically coupled to the outer sub.

### Claim 33 (depends on 32)

The downhole tool control apparatus of claim 32, further comprising a control assembly, the control assembly positioned within the control apparatus bore, the control assembly being tubular and defining a control assembly bore.

### Claim 34 (depends on 33)

The downhole tool control apparatus of claim 33, wherein the control assembly comprises:
a control piston;
a control piston spring, the control piston spring positioned between a dynamic control spring stop of the control assembly and a fixed control spring stop mechanically coupled to the outer sub;
a ratchet mandrel, the ratchet mandrel mechanically coupled to the control piston; and
a low flow ratchet sleeve, the low flow ratchet sleeve mechanically coupled to the ratchet mandrel, the low flow ratchet sleeve including one or more low flow ratchet teeth.

### Claim 35 (depends on 34)

The downhole tool control apparatus of claim 34, further comprising a control pin, the control pin positioned within the control apparatus bore and mechanically coupled to the outer sub.

### Claim 36 (depends on 35)

The downhole tool control apparatus of claim 35, wherein the control apparatus further comprises a control sleeve, the control pin positioned at least partially within the control sleeve.
