Convertible Downhole Valve Bi-Directional to Unidirectional Switch

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Solution Overview

Problem

Existing oilfield downhole valve systems require unidirectional float valves for cementing operations, but these valves hinder the running-in of the casing string without floating, necessitating a convertible valve that can switch from bi-directional to unidirectional configuration.

Innovation Solution

A convertible valve assembly with plunger-type upper and lower valves, maintained in a bi-directional configuration during run-in by a retainer device, which releases to convert the valves to a unidirectional configuration using a shear pin mechanism and occluding device.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a unidirectional float valve is used for cementing operations, then fluid flow control is improved, but the running-in of the casing string is hindered

Engineering Contradiction:
Improvefluid flow controlVSAvoidrunning-in of casing string
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The valve assembly dynamically changes its flow direction capability from bi-directional during run-in to unidirectional during cementing operations. The retainer device holds the plunger valves in an open bi-directional position during run-in, then releases them to allow automatic conversion to unidirectional flow control when needed for cementing.

Inventive Principle:
Principle #15Dynamics

2Ease of operation

If a bi-directional valve configuration is used during run-in, then ease of operation is improved, but fluid flow control during cementing is compromised

Engineering Contradiction:
Improverunning-in of casing stringVSAvoidfluid flow control
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The valve assembly transitions from a static bi-directional configuration to a dynamic system that can convert to unidirectional flow control. The retainer device and shear pin mechanism enable automatic conversion from bi-directional (during run-in) to unidirectional (during cementing) configuration based on operational phase.

Inventive Principle:
Principle #15Dynamics

3Adaptability or versatility

If a convertible valve mechanism is added to switch configurations, then versatility is improved, but device complexity increases

Engineering Contradiction:
Improvevalve configuration switchingVSAvoidvalve assembly structure
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The valve assembly performs self-conversion from bi-directional to unidirectional configuration through automatic triggering mechanisms. The shear pin breaks under specific conditions (such as weight or pressure thresholds), automatically releasing the retainer device and converting the valve configuration without requiring external intervention or complex control systems.

Inventive Principle:
Principle #25Self-service

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

Enables the casing string to be run in without floating, while ensuring fluid flow during cementing operations by converting the valve assembly from bi-directional to unidirectional, preventing backflow and facilitating efficient drilling and cementing processes.

Implementation Method 1

A convertible valve assembly with plunger-type upper and lower valves, maintained in a bi-directional configuration during run-in by a retainer device, which releases to convert the valves to a unidirectional configuration using a shear pin mechanism

Methodology Applied
Scientific EffectShear pin mechanism:

Data Source

PatentUS12228011B2Convertible valve for use in a subterranean well
Publication Date: 2025.02.18 WEATHERFORD TECHNOLOGY HOLDINGS LLC
  • US12228011B2 patent drawing
  • US12228011B2 patent drawing
  • US12228011B2 patent drawing

AI summary

A convertible valve assembly has an upper and lower plunger valve connected to one another so that they reciprocate together. A retainer assembly holds the valves in a bi-directional configuration, allowing fluid flow in both directions through the valves. The retainer assembly then releases the valves to a unidirectional configuration upon application of a downhole hydraulic pressure, so that fluid can flow only one direction through the valve assembly.