# US 11,028,669 B2 · Pressure activated proportional flow bypass tool assembly > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 11,028,669 B2 - Document ID: US11028669B2 - Status: Granted - Kind: B2 - Application number: 16/655,101 - Filed: 2019-10-16 - Published: 2020-04-23 - Granted: 2021-06-08 - Earliest claimed: 2018-10-17 - Assignees: Advantage Downhole Systems, LLC - Applicants: Advantage Downhole Systems, LLC - Inventors: Robert Paul MacDonald; Kyle Lamar Taylor - Web page: https://patentgrep.com/patent/US11028669B2 ## CPC - E21B 34/14: operated by movement of tools, e.g. sleeve valves operated by pistons or wire line tools {(E21B34/066 takes precedence)} - E21B 41/0078: {Nozzles used in boreholes (drilling by liquid or gas jets E21B7/18; drill bits with nozzles E21B10/60; perforators using direct fluid action E21B43/114; obtaining a slurry of minerals using nozzles E21B43/29)} - E21B 21/103: {Down-hole by-pass valve arrangements, i.e. between the inside of the drill string and the annulus (valves specifically for maintaining circulation of drilling fluid while connecting or disconnecting tubular joints E21B21/019)} - E21B 34/10: operated by control fluid supplied from outside the borehole - E21B 37/00: Methods or apparatus for cleaning boreholes or wells (E21B21/00 takes precedence) - E21B: EARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS ## Abstract The tool assembly includes a main body and a bypass assembly. The main body has an off-set through bore and a cavity to fit the bypass assembly. The cavity includes a cavity surface, a first fluid bypass port, a second fluid bypass port, and a pressure inlet port. There is also a flow restrictor in fluid connection with the pressure inlet port. The bypass assembly includes a bypass housing, a pressure chamber, a piston with a first piston position and a second piston position, and a spring assembly. A pressure differential created by fluid flow through the pressure chamber and flow restrictor actuates the piston between the first piston position and the second piston position. The proportional flow through the tool assembly and through the bypass ports can now be controlled to perform the downhole work, including drilling and hole cleaning. ## Claims ### Claim 1 A tool assembly, comprising: a main body having a proximal end with a proximal opening and a distal end opposite said proximal end with a distal opening, wherein said main body being comprised of an off-set through bore in fluid connection with said proximal opening and said distal opening, a mounting body portion adjacent said off-set through bore, and a support portion adjacent said off-set through bore opposite said mounting body portion; a cavity within said mounting body portion, said cavity being comprised of cavity surface, a first cavity end between said cavity surface and said proximal end, and a second cavity end between said cavity surface and said distal end; a flow restrictor means in fluid connection with a pressure inlet port; and a bypass assembly removably attached to said main body within said cavity and having an inner side and an outer side opposite said inner side, wherein said cavity surface is comprised of: a cavity attachment means; a channel surface centered over said off-set through bore; a first fluid bypass port longitudinally aligned on a center axis of said channel surface, said first fluid bypass port being in fluid connection with said off-set through bore; a second fluid bypass port longitudinally aligned on said center axis of said channel surface, said second fluid bypass port being in fluid connection with said off-set through bore, said first fluid bypass port being positioned a set distance from said second fluid bypass port; and said pressure inlet port aligned with said fluid bypass ports and placed either between said first fluid bypass port and said second cavity end or between said second fluid bypass port and said second cavity end, said pressure inlet port being in fluid connection with said off-set through bore, wherein said bypass assembly comprises: a bypass housing having a proximal bypass end and a distal bypass end opposite said proximal bypass end; a bypass attachment means made integral with said bypass housing; a pressure chamber at said distal bypass end and having a distal end cap and a pressure stop, said distal end cap being set against said distal bypass end, said pressure stop extending from said distal end cap toward said proximal bypass end; a piston having a first piston end and a second piston end opposite said first piston end, said second piston end facing said pressure chamber; a spring assembly having a proximal end cap at said proximal bypass end and a spring member engaged with said first piston end; a first fluid bypass hole extending through said bypass housing and having a first fluid bypass inner opening and a first fluid bypass outer opening opposite said first fluid bypass inner opening; a second fluid bypass hole extending through said bypass housing and having a second fluid bypass inner opening and a second fluid bypass outer opening opposite said second fluid bypass inner opening; and a pressure inlet hole extending through said inner side of said bypass assembly to said pressure chamber, wherein said piston has a first piston flow hole and a second piston flow hole, said first piston flow hole and said second piston flow hole being between said first piston end and said second piston end, wherein said first piston flow hole is positioned at said set distance from said second piston flow hole, wherein said piston has a first piston position corresponding to said first fluid bypass outer opening in sealed connection to said off-set through bore by said piston and said second fluid bypass outer opening in sealed connection to said off-set through bore by said piston, wherein said piston has a second piston position corresponding to said first fluid bypass outer opening in fluid connection with said off-set through bore through said first piston flow hole and said second fluid bypass outer opening in fluid connection with said off-set through bore through said second piston flow hole, wherein said first fluid bypass hole is aligned with said first fluid bypass port, said second fluid bypass hole being aligned with said second fluid bypass port, wherein said first fluid bypass hole is positioned said set distance from said second fluid bypass hole, and wherein said pressure chamber is aligned with said pressure inlet port, said pressure chamber being in fluid connection with said pressure inlet port and said off-set through bore through said pressure inlet hole. ### Claim 2 (depends on 1) The tool assembly, according to claim 1, said mounting body portion having a center portion with a constant cross-section, wherein said center portion is aligned with a center section of said off-set through bore, said center section having a constant cross-section, and wherein said center portion is aligned with a center support section of said support portion, said center support section having a constant cross-section. ### Claim 3 (depends on 1) The tool assembly, according to claim 1, further comprising: a pressure equalization port aligned with said first fluid bypass port and said second fluid bypass port on said channel surface and placed either between said first fluid bypass port and said first cavity end or between said second fluid bypass port and said first cavity end. ### Claim 4 (depends on 3) The tool assembly, according to claim 3, further comprising: a pressure equalization hole extending through said inner side of said bypass assembly to said spring assembly, wherein said spring assembly is aligned with said pressure equalization port. ### Claim 5 (depends on 1) The tool assembly, according to claim 1, further comprising: a bluff body port aligned with said first fluid bypass port and said second fluid bypass port on said channel surface and placed either between said first fluid bypass port and said second cavity end or between said second fluid bypass port and said second cavity end, wherein said flow restrictor means is comprised of said bluff body port. ### Claim 6 (depends on 5) The tool assembly, according to claim 5, further comprising: a bluff body being mounted on said bypass housing and extending through said bluff body port, said bluff body being in fluid connection with said off-set through bore, wherein said flow restrictor means is further comprised of said bluff body. ### Claim 7 (depends on 1) The tool assembly, according to claim 1, wherein said first piston end is comprised of a piston plate and a piston stem protruding from said piston plate toward said proximal bypass end. ### Claim 8 (depends on 1) The tool assembly, according to claim 1, further comprising: a first extended insert connected to said first fluid bypass hole. ### Claim 9 (depends on 8) The tool assembly, according to claim 8, further comprising: a second extended insert connected to said second fluid bypass hole. ### Claim 10 (depends on 1) The tool assembly, according to claim 1, further comprising: a pressure inlet insert connected to said first fluid bypass hole, wherein said flow restrictor means is comprised of said pressure inlet insert. ### Claim 11 (depends on 1) The tool assembly, according to claim 1, wherein said first piston position corresponds to said spring member in an extended configuration and said pressure stop abutting said second piston end. ### Claim 12 (depends on 1) The tool assembly, according to claim 1, wherein said second piston position corresponds to said spring member in a compressed configuration and said pressure stop being separated from said second piston end. ### Claim 13 (depends on 1) The tool assembly, according to claim 1, said piston being comprised of a piston body, wherein said piston body is comprised of a plate member having an upper plate member side and a lower plate member side, said first piston flow hole and said second piston flow hole being positioned on said plate member. ### Claim 14 (depends on 13) The tool assembly, according to claim 13, said piston body being further comprised of a first face seal on said lower plate member side and a second face seal on said lower plate member side. ### Claim 15 (depends on 14) The tool assembly, according to claim 14, said piston body being further comprised of another first face seal on said upper plate member side and another second face seal on said upper plate member side. ### Claim 16 (depends on 1) A method for flow in a wellbore, the method comprising the steps of: deploying a tool assembly, according to claim 1, into the wellbore, with said piston in said first piston position; pumping fluid from a surface location to the flow restrictor means within said bypass housing so as to create a pressure differential across the flow restrictor means in said off-set through bore, said pressure chamber and a portion of said off-set through bore between said surface location being on one side of the flow restrictor means and another portion of said off-set through bore between said flow restrictor and said proximal bypass end being on another side of the flow restrictor means; actuating said piston from said first piston position to said second piston position with said pressure differential; flowing a portion of said fluid from said surface location through said bypass assembly; and flowing another portion of said fluid from said surface location through said first fluid bypass hole and said second fluid bypass hole to the wellbore. ### Claim 17 (depends on 16) The method, according to claim 16, wherein said portion of said fluid through said tool assembly and said another portion of said fluid through said first fluid bypass hole and said second fluid bypass hole are proportional according to a hole diameter of said off set through bore, a first bypass hole diameter, and a second bypass hole diameter, and wherein said portion of said fluid through said tool assembly and said another portion of said fluid through said first fluid bypass hole and said second fluid bypass hole are proportional according to a hole area of said off set through bore, a first bypass hole area, and a second bypass hole area. ### Claim 18 (depends on 16) The method, according to claim 16, wherein said flow restrictor is a bluff body. ### Claim 19 (depends on 16) The method, according to claim 16, wherein said spring member has a spring rate corresponding to a predetermined flow rate of said fluid from said surface location to the flow restrictor means and said pressure differential across the flow restrictor means. ### Claim 20 (depends on 16) The method, according to claim 16, further comprising the steps of: reducing pumping said fluid from said surface location; and actuating said piston from said second piston position to said first piston position.