Downhole Backpressure Valve Locking Mechanism

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Solution Overview

Problem

The drilling and completion industry faces high costs and time consumption due to the labor-intensive process of removing plugs and transitioning from drill strings to production strings in boreholes.

Innovation Solution

A downhole tool equipped with a backpressure valve featuring a flapper valve and locking system, allowing for selective control of fluid flow, enables efficient plug removal and transition to production by pivoting the flapper valve between open and closed configurations, with a locking mechanism to secure the open position for production.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a traditional plug removal process is used, then the borehole can be accessed for production, but the process is time-consuming and costly due to removing and re-installing strings

Engineering Contradiction:
Improveplug removal efficiencyVSAvoidtime for string removal and re-installation
Core Design Contradiction:
ProductivityVSLoss of time

Solution Approach 1:

The flapper valve is pre-positioned in the closed state during drilling operations to maintain backpressure and isolate the borehole. Before production, the valve is manually opened and locked in the open state, preparing the system for efficient transition without requiring complete string removal. This preliminary preparation eliminates the need for time-consuming string removal and re-installation operations.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The locking system acts as an intermediary mechanism between the flapper valve and the borehole isolation requirement. It provides a reliable mechanical lock that secures the valve in the open position during production, enabling seamless transition from drilling to production operations without requiring external intervention or complex string manipulation.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If a flapper valve with locking system is implemented, then fluid flow can be selectively controlled, but the device complexity increases

Engineering Contradiction:
Improvefluid flow controlVSAvoidvalve mechanism complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The flapper valve is designed to automatically respond to pressure differentials, opening when backpressure is applied and closing when flow pressure exceeds backpressure. The locking system automatically engages when the valve reaches the open position, eliminating the need for external actuators or complex control mechanisms. This self-service design simplifies operation while maintaining reliability.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The locking function is extracted as a separate, simple mechanical mechanism that engages independently from the main valve body. This allows the locking system to be added to provide reliability without significantly complicating the overall valve structure, as it operates as a distinct functional module that activates at a specific moment in the valve's operation.

Inventive Principle:
Principle #2Taking out (Extraction)

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

This solution reduces the time and cost associated with plug removal and resource production by facilitating seamless transitions and efficient fluid management within the borehole, enhancing operational efficiency.

Implementation Method 1

a flapper valve including a hinge end, a cantilevered end, a first side and an opposing second side pivotally mounted to the inner surface at the hinge end to selectively extend across the flowbore

Methodology Applied
Scientific EffectMechanical rotation:

Implementation Method 2

a locking system mounted to the inner surface adjacent to the hinge end of the flapper valve in the flowbore. The flapper valve is pivotable between a first position, wherein the flapper valve is free to pivot relative to the inner surface between an open configuration and a closed configuration, and a second position, wherein the hinge end of the flapper valve activates the locking system to lock the flapper valve in the open configuration

Methodology Applied
Scientific EffectMechanical locking:

Data Source

PatentUS11215026B2Locking backpressure valve
Publication Date: 2022.01.04 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11215026B2 patent drawing
  • US11215026B2 patent drawing
  • US11215026B2 patent drawing

AI summary

A downhole tool includes a tubular having an outer surface and an inner surface defining a flowbore having a longitudinal axis and a backpressure valve arranged in the flowbore. The backpressure valve includes a flapper valve including a hinge end, a cantilevered end, a first side and an opposing second side pivotally mounted to the inner surface at the hinge end to selectively extend across the flowbore, and a locking system mounted to the inner surface adjacent to the hinge end of the flapper valve in the flowbore. The flapper valve is pivotable between a first position, wherein the flapper valve is free to pivot relative to the inner surface between an open configuration and a closed configuration, and a second position, wherein the hinge end of the flapper valve activates the locking system to lock the flapper valve in the open configuration.