Dual Lock Flow Gate Shear Pin Mechanism

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Solution Overview

Problem

Downhole production equipment faces challenges in passing a pump rotor through valves due to the design of existing flow management systems, which restrict the flow and require complex mechanisms to manage fluid flow effectively.

Innovation Solution

A dual lock flow gate system with a cylindrical body, flapper, and shear pin mechanism that inhibits flapper rotation initially and allows it to open by failing the shear pin, ensuring the flapper can rotate away from the body through hole, and a plunger mechanism that locks the flapper in the open position using a spring, facilitating the passage of the pump rotor and managing fluid flow.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If a traditional flow gate valve is used to block fluid flow during installation, then the pump rotor cannot pass through the valve, but if the valve is opened during installation, then fluid flow cannot be controlled and may cause spills

Engineering Contradiction:
Improvepump rotor passageVSAvoidfluid flow control
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The flow gate flapper transitions from a static blocked position to a dynamic open position during pump rotor passage, then returns to blocked position. The mechanism dynamically adjusts the flow gate state based on operational phase (installation vs. production), allowing the pump rotor to pass through while maintaining fluid flow control capability.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The flow gate is pre-configured in a blocked position during installation to prevent fluid spills before the pump is in place. The system performs preliminary blocking action to ensure safety during installation, then transitions to allow rotor passage, and finally returns to blocking position for production phase.

Inventive Principle:
Principle #10Preliminary action

2Ease of manufacture

If the flow gate is designed to remain closed during installation to prevent spills, then the pump rotor cannot be installed, but if it is opened for rotor installation, then fluid may spill

Engineering Contradiction:
Improvepump installationVSAvoidfluid spill
Core Design Contradiction:
Ease of manufactureVSObject-affected harmful factors

Solution Approach 1:

The flow gate flapper dynamically changes position from closed to open during pump rotor installation, then returns to closed position. This dynamic behavior allows easy pump installation while preventing fluid spills during both installation and production phases through automated position transitions.

Inventive Principle:
Principle #15Dynamics

3Device complexity

If a simple open/close valve mechanism is used, then the structure is simple, but it cannot reliably prevent fluid spills during installation while allowing rotor passage

Engineering Contradiction:
Improvevalve mechanismVSAvoidspill prevention
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The valve mechanism is segmented into multiple functional components: a flow gate flapper for blocking flow, a shear pin mechanism for controlled opening, a plunger for positioning, and a spring for return action. This segmentation allows the system to reliably prevent spills while enabling rotor passage through coordinated operation of discrete parts.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The shear pin is pre-installed in a position that blocks the flow gate flapper during installation. The plunger is pre-positioned to guide the flapper. These preliminary configurations ensure spill prevention is automatically activated when needed, while allowing rotor passage when required.

Inventive Principle:
Principle #10Preliminary action

4Productivity

If the flow gate is kept closed to manage fluid flow during production, then the pump rotor cannot pass through, but if opened for rotor passage, then fluid flow management is compromised

Engineering Contradiction:
Improveproduction efficiencyVSAvoid rotor installation
Core Design Contradiction:
ProductivityVSEase of operation

Solution Approach 1:

The flow gate flapper dynamically transitions from closed (blocking) position during production to open position during rotor installation, then returns to closed position. This dynamic behavior enables both high productivity during production with flow management and easy rotor installation when needed.

Inventive Principle:
Principle #15Dynamics

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 dual lock flow gate effectively blocks and unblocks fluid flow during installation and production, preventing spills and ensuring the pump rotor can pass through, enhancing the operational efficiency of downhole production equipment.

Implementation Method 1

a spring in the bore and urging the plunger to enter the flapper hinge hole

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 2

a shear pin interfering with the flapper such that flapper rotation away from a body through hole is inhibited; when the shear pin fails and releases the flapper to rotate

Methodology Applied
Scientific EffectShear stress: Shear Stress

Data Source

PatentUS10844690B2Dual lock flow gate
Publication Date: 2020.11.24 PRATHER JOSHUA TERRY
  • US10844690B2 patent drawing
  • US10844690B2 patent drawing
  • US10844690B2 patent drawing

AI summary

A dual lock flow gate includes a valve with a flapper which may be fixed and/or locked in various positions.