Flapper Valve Indexing Mechanism for Deep Subterranean Injection

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Solution Overview

Problem

Existing subterranean valve designs require control lines and hydraulic systems to operate flapper valves, which are costly and operationally complex, especially in deep applications where high hydrostatic pressure is present, necessitating large return springs or dual control lines.

Innovation Solution

A flapper valve design that uses a pressure cycle to operate a sleeve, which moves a flapper to open or close positions without control lines, utilizing a j-slot mechanism and springs to manage the valve's position, with objects being dissolved or removed from the seat to allow continuous fluid flow, eliminating the need for hydraulic control systems.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If control lines and hydraulic systems are used to operate flapper valves, then the valve can be actuated reliably, but the system becomes operationally complex and costly, especially in deep applications

Engineering Contradiction:
Improvevalve actuation reliabilityVSAvoidcontrol system complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The invention extracts and eliminates the control lines and hydraulic systems from the valve actuation mechanism. Instead of using external control systems, the patent employs a self-contained indexing mechanism with a plug, seat, and j-slot that automatically cycles the flapper valve through pressure differentials created by the plug's position, removing the need for complex external control infrastructure

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The valve system performs self-actuation through its own internal components. The plug, when landed on the seat, creates pressure differentials that automatically drive the indexing mechanism and cycle the flapper valve without requiring external control lines or hydraulic systems, making the system self-sufficient and eliminating operational complexity

Inventive Principle:
Principle #25Self-service

2Adaptability or versatility

If dual control lines are used to offset hydrostatic pressure in deep applications, then the valve can operate at depth, but the expense and operational issues increase due to doubling up control lines

Engineering Contradiction:
Improvedeep application capabilityVSAvoidcontrol line configuration
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The invention removes the need for dual control lines entirely by using an internal indexing mechanism that operates based on pressure differentials created by the plug's position. The j-slot mechanism and return spring work together to provide automatic cycling without requiring external control infrastructure, enabling deep application capability while eliminating the complexity of dual control line configurations

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent replaces the mechanical hydraulic control system with a pressure-differential-based indexing mechanism. The plug's position creates natural pressure differentials that drive the flapper valve cycling, substituting complex mechanical control lines with a simpler pressure-based automatic indexing system using a j-slot and return spring

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

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

This design allows for efficient operation of flapper valves in deep subterranean locations without control lines, reducing operational complexity and cost, enabling single or dual pressure cycles to change the flapper's position between open and closed states, and maintaining continuous injection flow by dissolving objects to clear the flow path.

Implementation Method 1

a flowpath constriction to create differential pressure on a flow tube to open a flapper

Methodology Applied
Scientific EffectDifferential pressure: Pressure Gradient

Implementation Method 2

a flow tube with a flapper that can pivot to an open position and a closed position against a seat with a return spring that biases the flow tube

Methodology Applied
Scientific EffectElasticity: Elasticity

Implementation Method 3

a torsion spring on the flapper pivot can move the flapper to the closed position against its seat

Methodology Applied
Scientific EffectTorsion spring: Torsion Spring

Implementation Method 4

The ball, plug or other object is removed from its blocking position on a seat preferably by dissolving it so that flow can commence

Methodology Applied
Scientific EffectDissolution: Solvation

Data Source

PatentUS8607811B2Injection valve with indexing mechanism
Publication Date: 2013.12.17 BAKER HUGHES CO
  • US8607811B2 patent drawing
  • US8607811B2 patent drawing
  • US8607811B2 patent drawing

AI summary

A flapper valve preferably used in injection application in deep subterranean locations has an actuating sleeve with a seat to accept an object. A j-slot connects the actuation sleeve movement to the housing so that with an object on the seat and an applied pressure cycle the sleeve moves the flapper to the open position. The plug is dissolved and the injection begins. The plug can have an opening so as to allow continuous injection flow as the flapper is operated. Closing the flapper involves a second object on the same seat and a pressure cycle so that a spring can push the sleeve away from the flapper to allow a torsion spring on the flapper to close it.