Dual-Trigger Circulation Valve for Preventing Premature Outlet Opening

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Solution Overview

Problem

Circulation valves in wells are prone to premature activation due to pressure surges or changes in weight, leading to inadvertent opening of outlets, which can result in fluid loss and inefficient control of tools below the valve.

Innovation Solution

A circulation valve design featuring a control sleeve and support member that requires both disengagement of the support member and a minimum flow rate to open the outlet, reducing sensitivity to random wellbore events and allowing controlled fluid circulation by sliding the control sleeve relative to the housing in response to flow rates.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Speed

If the valve is activated by pressure surges or weight changes, then the outlet opens quickly, but the valve becomes overly sensitive to random wellbore events causing premature activation

Engineering Contradiction:
Improveresponse speedVSAvoidactivation reliability
Core Design Contradiction:
SpeedVSReliability

Solution Approach 1:

The support member is positioned to engage the control sleeve in advance, preventing movement until both the support member disengages (due to tension) and the flow rate reaches the minimum threshold. This preliminary engagement ensures that random pressure surges or weight changes alone cannot trigger activation, while still allowing rapid response when both conditions are met.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If the control sleeve is held in place by friction, then the valve remains closed during compression, but the outlet may not open reliably when needed

Engineering Contradiction:
Improveclosure reliabilityVSAvoidoutlet opening reliability
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The support member is pre-positioned to engage the control sleeve, providing additional holding force during compression beyond friction alone. When tension is applied, the support member disengages first, and then the minimum flow rate provides the additional force needed to overcome friction and reliably open the outlet, ensuring both secure closure and reliable opening.

Inventive Principle:
Principle #10Preliminary action

3Speed

If the valve opens immediately when the support member disengages, then the valve responds quickly to tension, but fluid loss occurs due to premature opening before minimum flow rate is achieved

Engineering Contradiction:
Improveresponse speedVSAvoidfluid loss
Core Design Contradiction:
SpeedVSLoss of substance

Solution Approach 1:

The support member disengages in advance when tension is applied, preparing the system for opening. However, the control sleeve remains held by friction until the minimum flow rate is also achieved, preventing premature opening and fluid loss while maintaining readiness for rapid activation when both conditions are met.

Inventive Principle:
Principle #10Preliminary action

4Device complexity

If the valve uses a single-factor activation mechanism, then the structure is simple, but the valve is prone to inadvertent opening from random wellbore events

Engineering Contradiction:
Improveactivation mechanism complexityVSAvoidactivation reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The activation mechanism is segmented into two independent conditions: support member disengagement (due to tension) and minimum flow rate achievement. The control sleeve responds to flow rate, while the support member position responds to tension/weight changes. This segmentation allows the valve to require both conditions for activation, significantly reducing inadvertent opening while maintaining relatively simple structure.

Inventive Principle:
Principle #1Segmentation

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 valve effectively avoids inadvertent opening during drilling and allows controlled fluid circulation, managing pressure signals without immediate outlet opening, thus reducing fluid loss and enhancing operational reliability.

Implementation Method 1

the control sleeve is configured to move from the first position to the second position in response to a minimum flow rate through the bore

Methodology Applied
Scientific EffectFluid flow:

Implementation Method 2

the support member is slidable relative to the control sleeve between an engaged position in which the valve is in compression and the control sleeve engages the support member, and a disengaged position, in which the valve is in tension and the control sleeve is spaced axially away from the support member

Methodology Applied
Scientific EffectTension: Tension

Implementation Method 3

the control sleeve remains in place typically due to the friction retaining it in position within the bore

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS12024979B2Circulation valve
Publication Date: 2024.07.02 WESTFIELD ENG & TECH LTD
  • US12024979B2 patent drawing
  • US12024979B2 patent drawing
  • US12024979B2 patent drawing

AI summary

A circulation valve for a well, with a housing allowing fluid flow with an outlet from the housing and a control sleeve controlling flow through the outlet. A support member supports the control sleeve, closing the outlet when the valve is in compression. The support member is slidable with respect to the control sleeve and disengages from the control sleeve when the valve is in tension, permitting movement of the control sleeve to open the outlet in response to a minimum flow rate through the valve while the valve is in tension.