Downhole Circulating Valve Annulus Pressure Actuation

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Solution Overview

Problem

Conventional circulating valves used in underbalanced wells require a full column of fluid in the production tubing string for operation and are not suitable for high-pressure high-temperature (HPHT) environments due to temperature limitations.

Innovation Solution

A circulating valve tool that operates by transitioning between states in response to annulus pressure stimuli, using a mechanical operator and pressure chambers to control the valve element, allowing operation without a full column of fluid and accommodating temperature fluctuations through gas pressure compensation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a conventional circulating valve is used in an underbalanced well, then the valve can control fluid flow between the central passageway and the annulus, but the central passageway must be filled with fluid for proper valve operation

Engineering Contradiction:
Improvevalve operationVSAvoidfluid column requirement
Core Design Contradiction:
Ease of operationVSQuantity of substance

Solution Approach 1:

A piston is introduced as an intermediary mechanical element that transmits annulus pressure to the valve element. The piston converts pressure changes in the annulus into mechanical motion that opens or closes the valve, eliminating the need for a full fluid column in the central passageway while maintaining reliable valve operation through direct mechanical coupling between pressure and valve position

Inventive Principle:
Principle #24Intermediary (Mediator)

2Adaptability or versatility

If a remotely operated circulating valve with pressure sensors is used, then fluid filling in the central passageway is not required, but the valve cannot operate in high pressure high temperature environments due to temperature limitations

Engineering Contradiction:
Improveenvironmental adaptabilityVSAvoidvalve functionality in HPHT
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The patent replaces temperature-sensitive electronic pressure sensors and electromechanical decoding systems with a purely mechanical pressure-responsive system. The piston and valve element are designed to directly respond to annulus pressure changes through mechanical force transmission, eliminating electronic components that would fail in high temperature environments while maintaining the ability to operate remotely via pressure stimuli

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The valve components, particularly the piston and valve element, are designed using materials suitable for high pressure high temperature conditions. The mechanical system employs heat-resistant materials that can withstand HPHT environments while maintaining the precision and reliability needed for pressure-responsive operation

Inventive Principle:
Principle #40Composite materials

3Ease of operation

If a ball valve is used to control hydrocarbon fluid flow, then the flow can be controlled through the central passageway, but no control over annulus flow is achieved

Engineering Contradiction:
Improveflow control capabilityVSAvoidflow path control options
Core Design Contradiction:
Ease of operationVSAdaptability or versatility

Solution Approach 1:

The circulating valve is designed with a single multi-functional valve element that can control flow in multiple directions and paths. By responding to annulus pressure changes, the same valve mechanism can direct fluid flow between the central passageway and the annulus, providing both central passageway control and annulus flow management through one integrated valve system rather than requiring separate ball valves for each function

Inventive Principle:
Principle #6Universality (Multi-functionality)

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 reliable operation in underbalanced wells without the need for a full fluid column and maintains functionality in HPHT environments by compensating for pressure and temperature changes, ensuring consistent valve performance.

Implementation Method 1

The pressure chamber exerts a chamber pressure to bias the mechanical operator to transition from the second state to the first state

Methodology Applied
Scientific EffectPressure: Pressure Increase

Implementation Method 2

The mechanical operator responds to forces exerted in concert by the spring and the pressure chamber to bias transitioning of the valve element from the first state to the second state

Methodology Applied
Scientific EffectElastic force: Spring

Implementation Method 3

The mechanical operator responds to annulus pressure to transition the valve element from the second state to the first state

Methodology Applied
Scientific EffectPressure: Pressure Increase

Data Source

PatentUS9062514B2Downhole valve
Publication Date: 2015.06.23 SCHLUMBERGER TECH CORP
  • US9062514B2 patent drawing
  • US9062514B2 patent drawing
  • US9062514B2 patent drawing

AI summary

A tool that is usable with a well includes a valve element, a mechanical operator, a pressure chamber and a regulator. The valve element has a first state and a second state. The mechanical operator responds to a predetermined signature in an annulus pressure relative to a baseline level of the annulus pressure to transition the valve element from the first state to the second state. The pressure chamber exerts a chamber pressure to bias the mechanical operator to transition from the second state to the first state. The baseline level is capable of varying over time, and the regulator regulates the chamber pressure based on the baseline level.