Backpressure Valve Locking Mechanism for Plug Removal

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Solution Overview

Problem

The current methods for removing plugs in boreholes are time-consuming and costly, as they require withdrawing and running-in drill and production strings, which is inefficient for accessing resource-bearing formations.

Innovation Solution

A downhole tool with a backpressure valve system, including a flapper valve and locking system, that allows for selective control of fluid flow, enabling the plug to be removed and the borehole to be opened for production without the need for repeated string operations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If traditional drill string and production string operations are used for plug removal, then the borehole can be accessed for production, but the process is time-consuming and costly

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

Solution Approach 1:

The backpressure valve transitions from a static closed state during drilling to a dynamic open state during production. The flapper valve pivots between closed and open positions, and the locking system transitions between locked and unlocked states, enabling the valve to adapt its function based on operational phase and eliminate the need for string withdrawal.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The locking system automatically locks the flapper valve in the open position using spring force and locking surface engagement, eliminating the need for manual intervention or complex external locking mechanisms. The system self-regulates the valve state transition from closed to locked-open without requiring drill string operations.

Inventive Principle:
Principle #25Self-service

2Ease of operation

If a backpressure valve with locking system is implemented, then fluid flow control is improved and plug removal is simplified, but the device complexity increases

Engineering Contradiction:
Improvefluid flow controlVSAvoidlocking system and flapper valve mechanism
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The locking function is extracted as a separate, dedicated locking system with locking surfaces and spring mechanisms, rather than being integrated into the valve body. This modular approach simplifies the overall design by allowing the locking mechanism to be independently optimized and replaced without affecting the core valve functionality.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The locking system uses simple, inexpensive components such as spring-loaded locking surfaces and flapper valve elements that can be easily manufactured and replaced. The design prioritizes functional simplicity over durability, allowing the locking mechanism to be replaced if worn without requiring complex repair procedures.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

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 allowing for efficient fluid flow control, enabling direct access to the resource-bearing formation once the plug is removed.

Implementation Method 1

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

Methodology Applied
Scientific EffectPivoting mechanism: Hinge

Implementation Method 2

a locking system mounted to the inner surface in the flowbore and selectively engageable with the flapper valve

Methodology Applied
Scientific EffectMechanical locking: Mechanical Fastener

Data Source

PatentUS11359460B2Locking backpressure valve
Publication Date: 2022.06.14 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11359460B2 patent drawing
  • US11359460B2 patent drawing
  • US11359460B2 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 first side and an opposing second side pivotally mounted to the inner surface to selectively extend across the flowbore, and a locking system mounted to the inner surface in the flowbore and selectively engageable with the flapper valve. The flapper valve is pivotable between a first position, wherein the flapper valve is free to pivot relative to the inner surface, and a second position, wherein the flapper valve is pivoted away from the flowbore and locked open by the locking system such that the first side forms part of the flowbore.