Flapper Valve Equalizing Cartridge for Wellbore Pressure Balancing

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Solution Overview

Problem

The existing methods for equalizing pressure across a sub-surface safety valve (SSSV) in wellbore operations are costly and complex, requiring large pumps and precise machining, which increases operational expenses and risks damage to components.

Innovation Solution

Incorporating an equalizing cartridge with an equalizing housing and plunger into the flapper member, allowing pressure equalization by shifting a flow tube to engage and unseat the plunger, thereby opening the flapper member without the need for additional machining or high-pressure pumps.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If pressure is increased uphole of the flapper member to match pressure below, then pressure equalization is achieved, but large pumps and appropriate fittings are required which increase operational cost

Engineering Contradiction:
Improvepressure equalizationVSAvoidpump and fitting requirements
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The pressure equalization function is segmented from the main valve body and integrated into a separate cartridge assembly that can be independently installed and operated within the flapper member, eliminating the need for external pump systems

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

An equalizing plunger acts as an intermediary component between the upstream and downstream pressure zones, mechanically transmitting and balancing pressure differential across the flapper member without requiring external pumping equipment

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If openings are milled and valve seat is machined in the flapper member, then pressure equalization is achieved, but time consuming operation with strict tolerances is required

Engineering Contradiction:
Improvepressure equalizationVSAvoidmachining tolerances
Core Design Contradiction:
ReliabilityVSManufacturing precision

Solution Approach 1:

The pressure equalization pathway is pre-configured through the cartridge assembly design itself, with precision features built into the cartridge rather than requiring precision machining of the flapper member field equipment

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The cartridge assembly provides a standardized, pre-manufactured pressure equalization mechanism that can be installed without custom machining, replacing the need for site-specific precision milling and seating operations

Inventive Principle:
Principle #26Copying

3Reliability

If openings are milled and valve seat is machined in the flapper member, then pressure equalization is achieved, but operational cost and complexity increase

Engineering Contradiction:
Improvepressure equalizationVSAvoidoperational cost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The cartridge assembly serves multiple functions including pressure equalization, sealing, and mechanical actuation of the flapper member, consolidating what would otherwise require separate machining and assembly operations into a single universal component

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

Solution Approach 2:

The cartridge assembly can be designed as a replaceable, cost-effective component that simplifies maintenance and reduces operational costs compared to precision-machined permanent modifications to the flapper member

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

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 solution reduces operational costs and complexity by eliminating the need for precise machining and large pumps, while ensuring safe and efficient opening of the flapper member, thus facilitating smoother wellbore operations.

Implementation Method 1

equalizing pressure across the one-way valve

Methodology Applied
Scientific EffectPressure equalization: Pressure Gradient

Data Source

PatentUS11396791B2Equalizing cartridge for a flapper valve
Publication Date: 2022.07.26 BAKER HUGHES OILFIELD OPERATIONS LLC
  • US11396791B2 patent drawing
  • US11396791B2 patent drawing
  • US11396791B2 patent drawing

AI summary

A one-way valve for use in a wellbore includes a housing having a longitudinal axis defining a flow bore. A valve seat is arranged in the housing along the flow bore. A flapper member is pivotally supported in the housing between a closed position and an open position. The flapper member includes a first side having a sealing surface that selectively engages the valve seat in the closed position and an opposing second side. The flapper member also includes a central portion that is aligned with the longitudinal axis in the closed portion and a passage extending through the flapper member. An equalizing cartridge is arranged in the passage. The equalizing cartridge includes an equalizing housing and an equalizing plunger including an activation end provided at the first side of the flapper member.