Ball Valve Pressure Equalization via Upper Seal Bypass

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing downhole valve systems face challenges in equalizing pressure imbalances between the inside of a closed ball valve and the surrounding downhole pressure, leading to distortion and increased opening friction, which requires costly and time-consuming procedures involving specialized equipment to resolve.

Innovation Solution

A pressure equalization system that allows flow past an upper seal to deliver uphole pressure into a previously isolated low-pressure zone, bypassing the seal to equalize pressure across the ball valve before attempting to move it, using a combination of seals and a spring-biased upper seat sleeve to manage pressure differentials.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a tool is run into the well with coiled tubing to equalize pressure by separating the seat from the ball, then pressure equalization can be achieved, but it requires expensive specialized equipment, increases operational time and cost, and risks unseating the lower seat

Engineering Contradiction:
Improvepressure equalization capabilityVSAvoidequipment complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention extracts the pressure equalization function from the complex external tooling approach and integrates it directly into the valve body through an internal bypass passage. This eliminates the need for expensive coiled tubing tools and specialized equipment by providing a built-in solution that allows pressure equalization through the valve's own structure.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The bypass passage acts as an intermediary channel that allows pressure to flow from the upper cavity to the lower cavity without requiring physical separation of the seat from the ball. This intermediary pathway enables pressure equalization while maintaining the integrity and positioning of the seat and ball components.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If high pressure is admitted to equalize pressure in the ball, then pressure differential is reduced, but it can unseat the lower seat from the ball causing higher pressure to escape above the ball

Engineering Contradiction:
Improvepressure equalization effectivenessVSAvoidpressure control risk
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The bypass passage serves as a controlled intermediary channel that allows gradual pressure equalization between the upper and lower cavities. This controlled pathway prevents sudden pressure changes that could unseat the lower seat, while still effectively reducing the pressure differential across the ball to enable safe operation.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Reliability

If the ball valve operates with pressure differential between inside of ball and downhole pressure, then the valve can maintain isolation, but the pressure differential distorts the ball and increases opening friction making operation difficult

Engineering Contradiction:
Improvevalve isolation capabilityVSAvoidball rotation ease
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The bypass passage enables preliminary pressure equalization action to be taken before the ball needs to be rotated open. By allowing pressure to equalize through the bypass passage while the ball remains in the closed position, the system prepares the pressure conditions in advance, eliminating distortion and reducing friction before operation is attempted.

Inventive Principle:
Principle #10Preliminary action

4Reliability

If internal bypass passages and check valves are added to equalize pressure, then pressure equalization can be achieved, but device complexity and manufacturing cost increase

Engineering Contradiction:
Improvepressure equalization functionVSAvoidvalve internal complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention extracts the complex check valve mechanism from the design and replaces it with a simple passive bypass passage. This passage allows pressure equalization to occur naturally through pressure differential without requiring active check valves, thereby reducing device complexity and manufacturing cost while maintaining the pressure equalization function.

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 approach reduces the need for expensive and time-consuming tool runs, lowers operational costs, and minimizes the risk of damage to the ball valve and actuating system by efficiently equalizing pressure, allowing for smoother operation without requiring internal bypass passages or check valves.

Implementation Method 1

pressure from downhole can rise, which leads to a pressure differential between the passage inside the ball and the downhole pressure

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

using a combination of seals and a spring-biased upper seat sleeve to manage pressure differentials

Methodology Applied
Scientific EffectSpring bias: Spring

Data Source

PatentUS8336628B2Pressure equalizing a ball valve through an upper seal bypass
Publication Date: 2012.12.25 BAKER HUGHES CO
  • US8336628B2 patent drawing
  • US8336628B2 patent drawing
  • US8336628B2 patent drawing

AI summary

A pressure equalizing system allows flow past an upper seal on a movable member downhole that in turn allows pressure to be delivered from uphole into what had previously been an isolated low pressure zone. The pressure differential across the member is equalized before attempting to move the member into another position. The member is a ball in a ball valve for subterranean use.