# US 9,752,411 B2 · Downhole activation assembly with sleeve valve and method of using same > Agents: this data is available as JSON from the patentgrep API and MCP server — see https://patentgrep.com/llms.txt - Number: US 9,752,411 B2 - Document ID: US9752411B2 - Status: Granted - Kind: B2 - Application number: 14/341,634 - Filed: 2014-07-25 - Published: 2015-01-29 - Granted: 2017-09-05 - Earliest claimed: 2013-07-26 - Assignees: National Oilwell DHT, L.P. - Applicants: National Oilwell DHT, L.P. - Inventors: Mark Adam - Web page: https://patentgrep.com/patent/US9752411B2 ## CPC - E21B 23/0413: {using means for blocking fluid flow, e.g. drop balls or darts (using balls or the like for actuating downhole valves E21B34/142)} - E21B 34/14: operated by movement of tools, e.g. sleeve valves operated by pistons or wire line tools {(E21B34/066 takes precedence)} - E21B 2200/04: Ball valves - 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 activation assembly includes a housing that is operatively connectable to a downhole tool and that has a passage for flow of fluid therethrough. An indexing assembly is positionable in the housing, includes a multiple position indexer and an indexing tube, and is operatively connectable to the downhole tool. A sleeve valve includes a fixed sleeve portion and a movable sleeve portion that is positionable in the housing passage and defines a ball passage therethrough. A valve seat in the sleeve valve is configured to receive the ball such that the flow of the fluid is selectively restricted through the ball passage. The movable sleeve is engagable with the indexing tube to selectively shift the indexer between multiple positions whereby the downhole tool is selectively activatable. ## Claims ### Claim 1 An activation assembly for a wellsite having a wellbore penetrating a subterranean formation, the wellsite having a downhole tool deployable into the wellbore, the activation assembly comprising: a ball; a housing operatively connectable to the downhole tool, the housing having a housing passage for flow of fluid therethrough; an indexing assembly positionable in the housing, the indexing assembly comprising a multiple position indexer and an indexing tube, the indexing assembly operatively connectable to the downhole tool; and a sleeve valve comprising a multi-portion tubular sleeve having a fixed sleeve portion and a movable sleeve portion positionable in the housing passage of the housing and defining a ball passage therethrough, the sleeve valve having a valve seat defined therein to receive the ball such that the flow of the fluid is selectively restricted through the ball passage, the fixed sleeve portion fixed relative to the housing and the movable sleeve portion moveable relative to the housing and engagable with the indexing tube to selectively shift the indexer between multiple positions whereby the downhole tool is selectively activatable; and wherein each of the fixed sleeve portion and the movable sleeve portion is a partial tubular that is complementary to the other portion and that together define the multi-portion tubular sleeve. ### Claim 2 (depends on 1) The activation assembly of claim 1, wherein the fixed sleeve portion and the movable sleeve portion each have a hemi-cylindrical shape. ### Claim 3 (depends on 1) The activation assembly of claim 1, wherein the fixed sleeve portion is fixedly connectable to the housing; wherein the movable sleeve portion is movably positionable in the housing; and wherein the movable sleeve portion and the indexing tube are movable upon application of a force sufficient to overcome a force of a spring of the indexing assembly. ### Claim 4 (depends on 1) The activation assembly of claim 1, wherein the ball is disposable into the housing passage, through the ball passage, and through the indexing tube. ### Claim 5 (depends on 1) The activation assembly of claim 1, wherein the indexer is fixedly positioned in the housing with the indexing tube extending therethrough; wherein the indexing assembly comprises a spring operatively connectable to the indexer and the housing; and wherein the indexing tube has a tube passage therethrough in fluid communication with the housing passage. ### Claim 6 (depends on 1) The activation assembly of claim 1, wherein the movable sleeve portion comprises: an uphole cylindrical surface extending from an uphole end of the movable sleeve portion and having a radius R2; a downhole cylindrical surface extending from a downhole end of the movable sleeve portion and having a radius R3; and a sloped surface extending between the uphole cylindrical surface and the downhole cylindrical surface, wherein the sloped surface defines the valve seat. ### Claim 7 (depends on 6) The activation assembly of claim 6, wherein the radius R2 is equal to the radius R3, wherein the radius R2 is measured from a first axis of the movable sleeve portion, and wherein the radius R3 is measured from a second axis that is parallel to and radially offset from the first axis. ### Claim 8 (depends on 1) The activation assembly of claim 1, wherein an axial length of the movable sleeve portion is smaller than an axial length of the fixed sleeve portion. ### Claim 9 (depends on 1) The activation assembly of claim 1, wherein the ball passage includes one or more bypasses that are configured to allow fluid to flow past the ball when the ball is seated on the valve seat. ### Claim 10 (depends on 9) The activation assembly of claim 9, wherein each of the fixed sleeve portion and the movable sleeve portion comprises the one or more bypasses. ### Claim 11 An activation system for a wellsite having a wellbore penetrating a subterranean formation, the activation system comprising: a downhole tool deployable into the wellbore by a conveyance; and an activation assembly operatively connectable to the downhole tool, comprising: a ball; a housing operatively connectable to the downhole tool, the housing having a housing passage for flow of fluid therethrough; an indexing assembly positionable in the housing, the indexing assembly comprising a multiple position indexer and an indexing tube, the indexing assembly operatively connectable to the downhole tool; and a sleeve valve comprising: a multi-portion tubular sleeve disposed within the housing passage at a location axially spaced from the indexing tube and comprising a fixed sleeve portion that is fixed relative to the housing and a movable sleeve portion, wherein each of the fixed sleeve portion and the movable sleeve portion is a partial tubular that is complementary to the other portion of the tubular sleeve and that together define the multi-portion tubular sleeve; a ball passage extending through the tubular sleeve; and a valve seat within the ball passage configured to receive the ball such that the flow of the fluid is selectively restricted through the ball passage; wherein the movable sleeve portion is moveable relative to the housing and engageable with the indexing tube and is configured to translate axially relative to the fixed sleeve portion to selectively shift the indexer between multiple positions and thereby selectively activate the downhole tool. ### Claim 12 (depends on 11) The activation system of claim 11, wherein the conveyance comprises a drill string; wherein the downhole tool comprises a reamer; and wherein the activation system further comprises a surface pump to selectively adjust the flow of the fluid into the activation assembly. ### Claim 13 (depends on 11) The activation system of claim 11, wherein the movable sleeve portion comprises: an uphole cylindrical surface extending from an uphole end of the movable sleeve portion and having a radius R2; a downhole cylindrical surface extending from a downhole end of the movable sleeve portion and having a radius R3; and a sloped surface extending between the uphole cylindrical surface and the downhole cylindrical surface, wherein the sloped surface defines the valve seat. ### Claim 14 (depends on 13) The activation system of claim 13, wherein the radius R2 is equal to the radius R3, wherein the radius R2 is measured from a first axis of the movable sleeve portion, and wherein the radius R3 is measured from a second axis that is parallel to and radially offset from the first axis. ### Claim 15 (depends on 11) The activation system of claim 11, wherein an axial length of the movable sleeve portion is smaller than an axial length of the fixed sleeve portion. ### Claim 16 (depends on 11) The activation system of claim 11, wherein the ball passage includes one or more bypasses that are configured to allow fluid to flow past the ball when the ball is seated on the valve seat. ### Claim 17 (depends on 16) The activation system of claim 16, wherein each of the fixed sleeve portion and the movable sleeve portion comprises the one or more bypasses. ### Claim 18 A sleeve valve for an activation assembly configured to actuate a downhole tool, the sleeve valve comprising: a multi-portion tubular sleeve configured to be disposed within a housing passage of the activation assembly; wherein the multi-portion tubular sleeve comprises a fixed sleeve portion that is fixed relative to the housing passage and a movable sleeve portion that is moveable relative to the housing passage and wherein each of the fixed sleeve portion and the movable sleeve portion is a partial tubular that is complementary to the other portion of the tubular sleeve; a ball passage extending through the tubular sleeve; and a valve seat within the ball passage configured to receive a ball such that a flow of fluid is selectively restricted through the ball passage; wherein the movable sleeve portion is configured to translate axially relative to the fixed sleeve portion and comprises an end surface configured to engage an opposing end surface of an indexing tube within the activation assembly. ### Claim 19 (depends on 18) The sleeve valve of claim 18, wherein the movable sleeve portion comprises: an uphole cylindrical surface extending from an uphole end of the movable sleeve portion and having a radius R2; a downhole cylindrical surface extending from a downhole end of the movable sleeve portion and having a radius R3; and a sloped surface extending between the uphole cylindrical surface and the downhole cylindrical surface, wherein the sloped surface defines the valve seat. ### Claim 20 (depends on 19) The sleeve valve of claim 19, wherein the radius R2 is equal to the radius R3, wherein the radius R2 is measured from a first axis of the movable sleeve portion, and wherein the radius R3 is measured from a second axis that is parallel to and radially offset from the first axis. ### Claim 21 (depends on 18) The sleeve valve of claim 18, wherein an axial length of the movable sleeve portion is smaller than an axial length of the fixed sleeve portion. ### Claim 22 (depends on 18) The sleeve valve of claim 18, wherein the ball passage includes one or more bypasses that are configured to allow fluid to flow past the ball when the ball is seated on the valve seat. ### Claim 23 (depends on 22) The sleeve valve of claim 22, wherein each of the fixed sleeve portion and the movable sleeve portion comprises the one or more bypasses.