Integrated Drilling Valve Element Shutter Mechanism

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Solution Overview

Problem

Existing valve elements for continuous mud circulation in drilling operations are inefficient due to being additional elements that cause discontinuity, suffer from load losses, require complex assembly, and are prone to malfunctions, especially in high-pressure and high-temperature wells, leading to increased downtime and reduced reliability.

Innovation Solution

A valve element that selectively and automatically opens and closes both radial and axial holes using a single shutter mechanism, integrated into the drilling element without affecting the axial hole dimensions, reducing load losses and points of discontinuity, and allowing for easier assembly and maintenance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a valve element is added as an additional element (sub) to drilling elements, then continuous mud circulation can be achieved, but device complexity increases and reliability decreases due to discontinuity and continuous stresses

Engineering Contradiction:
ImprovereliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The valve element is integrated directly into the drilling element structure, merging two previously separate components (valve element and drilling element) into a single unified structure. This eliminates the need for additional subs or tool joints, reducing device complexity while improving reliability by removing discontinuities and stress concentration points from the drill string.

Inventive Principle:
Principle #5Merging (Combining)

2Reliability

If a valve element is integrated into drilling elements, then points of discontinuity are reduced, but manufacturing precision requirements increase

Engineering Contradiction:
ImprovereliabilityVSAvoidmanufacturing precision
Core Design Contradiction:
ReliabilityVSManufacturing precision

Solution Approach 1:

The valve element is designed as a modular component that can be manufactured separately and then integrated into the drilling element through standardized connection interfaces. This segmentation allows for specialized manufacturing of the valve portion while maintaining standard drilling element dimensions, balancing manufacturing precision requirements with reliability benefits.

Inventive Principle:
Principle #1Segmentation

3Device complexity

If a single shutter mechanism is used to close both radial and axial holes, then device complexity is reduced, but ease of operation becomes more difficult

Engineering Contradiction:
Improvedevice complexityVSAvoidease of operation
Core Design Contradiction:
Device complexityVSEase of operation

Solution Approach 1:

The single shutter mechanism is designed to automatically respond to pressure differentials across the drilling element, opening or closing the radial and axial holes based on drilling conditions without requiring external actuation. The shutter uses the drilling mud pressure itself to drive its movement, eliminating the need for complex control systems while maintaining ease of operation through automatic self-regulation.

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

The solution provides a reliable and efficient valve element that reduces downtime, increases service life, and minimizes load losses, enabling continuous mud circulation with reduced risk of malfunctions and wear, even in challenging drilling conditions.

Implementation Method 1

a single shutter (4), which is adapted to effect the selective and automatic closing of either the radial aperture or the axial hole

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentEP4069938B1Valve element for drilling elements, drilling elements and method for assembling the valve element to drilling elements
Publication Date: 2023.10.25 DRILLMEC
  • EP4069938B1 patent drawingFigure 1
  • EP4069938B1 patent drawingFigure 2
  • EP4069938B1 patent drawingFigure 3

AI summary

Valve element (2) for selectively opening and closing both a radial aperture (84) and an axial hole (82) comprised in a drilling element (8) for drilling mud circulation. The valve element (2) comprises: a fixing portion (22) adapted to allow the valve element (2) to be sealingly fixed to the drilling element (8) at said radial aperture (84); a body (3) comprising an inlet aperture (3A) and an outlet aperture (3B), and a duct (31) for putting such apertures (3A, 3B) in communication with each other, thereby defining a path for the drilling mud; a plug (5) adapted to selectively seal said inlet aperture (3A); a first sealing element (7), adapted to be positioned in a housing (86) formed in the axial hole (82) of the drilling element (8); and a shutter (4), pivoted to the body (3) and comprising a second sealing element (42), adapted to selectively and sealingly close said outlet aperture (3B) of the body (3). The shutter (4) is adapted to selectively and sealingly close said axial hole (82) by abutting against said first sealing element (7). The valve element (2) is designed in a manner such that said shutter (4) is adapted to keep said outlet aperture (3B) of the body (3) normally closed.