Downhole Valve Assembly for Real-Time Mud Density Estimation

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Solution Overview

Problem

Existing drilling systems face challenges in accurately estimating mud density using conventional methods, which can affect the efficiency and precision of drilling operations.

Innovation Solution

A downhole valve assembly with a flow restrictor, plug member, and actuator system that measures fluid density by detecting forces exerted on the flow restrictor and plug member, utilizing a processor to calculate density based on flow rate and force measurements.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Measurement precision

If conventional methods are used to estimate mud density, then the drilling system can operate with simpler equipment, but the measurement precision and accuracy of mud density estimation deteriorates

Engineering Contradiction:
Improvemud density estimation accuracyVSAvoidvalve assembly complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The valve assembly is designed to perform multiple functions: it serves as both a flow control device and a density measurement instrument. The same components (flow restrictor, plug member, actuator) that regulate mud flow also generate the force measurements needed for density calculation, eliminating the need for separate measurement devices and reducing overall system complexity despite the advanced measurement capability.

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

Solution Approach 2:

The valve assembly uses its own operational parameters (flow rate through the flow restrictor, force exerted on the plug member) to determine mud density. The system self-measures density using its inherent components rather than requiring external measurement devices, thereby improving measurement precision while maintaining relatively simple equipment architecture.

Inventive Principle:
Principle #25Self-service

2Productivity

If real-time mud density measurement is implemented, then drilling efficiency and operational parameter adjustment improve, but the device complexity and number of measurement components increase

Engineering Contradiction:
Improvedrilling efficiencyVSAvoidmeasurement system complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The valve assembly performs real-time density measurement using its own operational data (flow rate and force) without requiring external measurement systems. This self-measurement capability enables real-time drilling efficiency improvements while avoiding the complexity increase that would result from adding separate measurement devices.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system continuously monitors flow rate through the flow restrictor and force exerted on the plug member, processing this feedback data in real-time to determine mud density. This feedback mechanism allows dynamic adjustment of drilling operational parameters based on current mud density conditions, improving productivity without requiring complex external measurement and control systems.

Inventive Principle:
Principle #23Feedback

3Measurement precision

If force measurement components are added to the valve assembly, then mud density measurement precision improves, but the device complexity and manufacturing difficulty increase

Engineering Contradiction:
Improveforce measurement accuracyVSAvoidvalve assembly manufacturing
Core Design Contradiction:
Measurement precisionVSEase of manufacture

Solution Approach 1:

The flow restrictor and plug member, which are standard valve components, serve dual purposes: controlling fluid flow and providing the force measurement interface for density calculation. By making these components multi-functional, the system achieves precise force measurement capability without adding separate measurement hardware, thereby maintaining ease of manufacture.

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

Solution Approach 2:

The valve assembly uses its own structural components (flow restrictor, plug member) as the measurement interface rather than incorporating external force measurement devices. This self-service approach enables accurate force measurement while avoiding the manufacturing complexity that would arise from integrating separate measurement 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 precise and real-time estimation of mud density, enhancing drilling efficiency by adjusting operational parameters and improving communication through pressure pulse generation.

Implementation Method 1

a flow restrictor with an opening, a fluid flowing through the valve assembly and through the opening of the flow restrictor, a plug member configured to plug at least partially the opening of the flow restrictor

Methodology Applied
Scientific EffectFluid flow through restricted area: Pressure Drop

Implementation Method 2

a measurement device in or on the valve assembly configured to measure a parameter related to a force acting on at least one of the flow restrictor and the plug member due to the fluid flowing through the valve assembly

Methodology Applied
Scientific EffectForce measurement: Force

Implementation Method 3

an actuator configured to drive the plug member relative to the flow restrictor to select a flow restricted area

Methodology Applied
Scientific EffectMechanical actuation: Mechanical Force

Implementation Method 4

a flow meter to measure a flow rate of the fluid flowing through the valve assembly

Methodology Applied
Scientific EffectFlow rate measurement:

Data Source

PatentUS12529273B2System and method for calculating mud density
Publication Date: 2026.01.20 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US12529273B2 patent drawing
  • US12529273B2 patent drawing
  • US12529273B2 patent drawing

AI summary

Drilling mud is flowed through a valve assembly that is set at a particular open amount, measurements are taken of mud flowrate and a force exerted by the drilling mud onto a portion of the valve assembly, and density of the drilling mud is estimated based on historical data. The historical data is generated by directing multiple flows through the valve assembly, where the flows are at different flowrates, and at each flowrate different drilling muds having different densities are directed through the valve assembly. For each flow the valve assembly is adjusted to different open amounts, and a corresponding force exerted by the flow onto the valve assembly is measured. An example of the valve assembly is a mud pulser with a plug member that engages an orifice opening, a sensor in the pulser measures force exerted by the flow of mud.