Bi-directional Pressure Equalization Valve for Downhole Drilling

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Solution Overview

Problem

Large pressure differentials across valves in the downhole drilling and completions industry can cause damage and operational issues, such as increased friction and fluid inrush, leading to improper valve function.

Innovation Solution

A valve system with a piston member and control assembly that equalizes pressures by exposing net pressure areas to opposing pressures, using sealing features and a bypass port to maintain closure and a control pressure to open the valve, minimizing damage and ensuring proper operation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a valve is used to shut off production in a hydrocarbon well, then the valve can temporarily stop fluid flow, but large pressure differentials cause the ball member to be pressed firmly against the housing, increasing friction and making the valve difficult to open

Engineering Contradiction:
Improvevalve sealing capabilityVSAvoidvalve opening difficulty
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The patent introduces a pressure equalization system that equalizes pressure across the ball valve before it needs to be opened. This preliminary action removes the large pressure differential that causes the ball to be pressed firmly against the housing, thereby reducing friction and making the valve easier to open while maintaining its sealing capability during normal operation

Inventive Principle:
Principle #10Preliminary action

2Productivity

If a valve operates with large pressure differentials, then the valve can effectively control fluid flow, but the sudden inrush of fluid when the valve is opened can cause damage to the valve

Engineering Contradiction:
Improvefluid flow control capabilityVSAvoidvalve durability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The pressure equalization system performs a preliminary equalization of pressure across the valve before opening is required. This prevents the sudden inrush of fluid that occurs when opening a valve with large pressure differentials, thereby protecting the valve from damage and improving its durability while maintaining effective fluid flow control

Inventive Principle:
Principle #10Preliminary action

3Reliability

If a pressure equalization system is added to the valve system, then pressure differentials can be reduced and valve operation improved, but the device complexity increases

Engineering Contradiction:
Improvevalve operation reliabilityVSAvoidsystem structural complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent integrates the pressure equalization function directly into the existing valve housing and ball assembly structure. By merging the pressure equalization chambers and passages with the valve body, the system achieves pressure differential reduction without adding separate, complex external components, thereby minimizing the increase in overall device complexity

Inventive Principle:
Principle #5Merging (Combining)

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

The system effectively reduces pressure differentials across primary valves, preventing damage and ensuring reliable operation by automatically equalizing pressures before the primary valve opens, regardless of the pressure direction or magnitude.

Implementation Method 1

a first net pressure area exposed to the first pressure and operatively arranged to urge the valve in a closing direction in response to the first pressure

Methodology Applied
Scientific EffectPressure: Pressure Increase

Implementation Method 2

a second net pressure area exposed to the second pressure and operatively arranged to urge the valve in the closing direction in response to the second pressure

Methodology Applied
Scientific EffectPressure: Pressure Increase

Data Source

PatentUS9062519B2Bi-directional pressure equalization valve
Publication Date: 2015.06.23 BAKER HUGHES CO
  • US9062519B2 patent drawing
  • US9062519B2 patent drawing

AI summary

A valve for enabling communication between a first pressure and a second pressure including a piston member arranged in a housing. The piston member is movable between an open configuration and a closed configuration for selectively enabling communication between the first and second pressures. A control assembly is included for moving the valve to the open configuration. A first net pressure area is exposed to the first pressure and operatively arranged to urge the valve in a closing direction in response to the first pressure when the valve is in a closed configuration. A second net pressure area is exposed to the second pressure and operatively arranged to urge the valve in the closing direction in response to the second pressure when the valve is in a closed configuration. A method of operating a valve system is also included.