Floatation Sub Metered Valve Opening to Prevent Downhole Surges

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Solution Overview

Problem

Conventional floatation subs in wellbores experience rapid and uncontrolled pressure drops and downhole surges during the transition from a closed to an open position, leading to potential damage to downhole tools and formation instability.

Innovation Solution

A floatation sub with a pressure-activated mechanism and metering device that controls the opening of a valve from a fully closed to fully open position over an extended time period, using a piston and camshaft system to regulate fluid flow, minimizing sudden pressure changes.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If the valve transitions rapidly from closed to open position, then the fluid flow rate increases quickly, but large pressure drops and downhole surges occur

Engineering Contradiction:
Improvefluid flow rateVSAvoidpressure drops and downhole surges
Core Design Contradiction:
ProductivityVSObject-affected harmful factors

Solution Approach 1:

The valve transitions from a static fully-closed state to a dynamic controlled-opening state, where the opening speed is regulated by the piston's controlled descent. The camshaft mechanism converts the piston's linear motion into rotational motion of the valve, enabling progressive opening rather than instantaneous transition. This dynamic control allows the system to achieve high flow rates while preventing harmful pressure drops and downhole surges.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The piston acts as an intermediary between the fluid pressure system and the valve mechanism. It mediates the transition by converting pressure differential into controlled mechanical motion. The camshaft serves as another intermediary that transforms the piston's linear motion into rotational valve opening, enabling precise control over the opening speed and preventing direct, uncontrolled valve movement that would cause pressure surges.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Ease of operation

If the valve opens completely and quickly, then fluid communication is established immediately, but downhole tools may be damaged due to high velocity fluid

Engineering Contradiction:
Improvevalve opening speedVSAvoidtool integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The valve opening process is made dynamic and controlled rather than instantaneous. The piston's controlled descent speed, regulated by the metering device, dictates the valve opening speed. This dynamic control ensures that fluid communication is established progressively, allowing the system to achieve complete opening for ease of operation while preventing high-velocity fluid damage to downhole tools through controlled opening speed.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The system provides beforehand cushioning by using the piston-camshaft mechanism to gradually introduce fluid flow rather than allowing sudden full opening. This progressive opening acts as a cushioning mechanism that protects downhole tools from the shock of high-velocity fluid, while still achieving complete fluid communication when needed.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

3Loss of time

If the valve opens rapidly, then the operation time is reduced, but formation instability and cement placement issues occur

Engineering Contradiction:
Improvevalve opening timeVSAvoidformation stability
Core Design Contradiction:
Loss of timeVSStability of the object's composition

Solution Approach 1:

The valve opening is transformed from a static instantaneous event to a dynamic controlled process. The piston's controlled descent, metered through the orifice, creates a time-dependent opening sequence. This dynamic approach extends the opening time from instantaneous to controlled, preventing formation instability and cement placement issues while still achieving complete opening efficiently.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The valve opening process follows a periodic/sequential pattern through the piston's staged descent. The metering device creates a time-based sequence where the valve opens progressively rather than all at once. This periodic action allows the system to manage formation stability and cement placement by controlling the timing and rate of fluid introduction, while maintaining operational efficiency.

Inventive Principle:
Principle #19Periodic action

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

Prevents large pressure drops and downhole surges, reducing the risk of tool damage and formation instability by gradually transitioning the valve from closed to open, ensuring controlled fluid flow.

Implementation Method 1

a metering device in fluid communication with the fluid chamber. The metering device is configured to meter flow of fluid from the fluid chamber to damp opening of the valve

Methodology Applied
Scientific EffectFlow metering:

Implementation Method 2

The pressure activated mechanism is configured to release its seal, upon application of sufficient/pre-set pressure in the bore, thereby allowing fluid in the fluid chamber to exit through the metering device

Methodology Applied
Scientific EffectPressure activation: Pressure Gradient

Data Source

PatentUS12366140B1Controlled opening of a valve in an apparatus for preventing downhole surges
Publication Date: 2025.07.22 HALLIBURTON ENERGY SERVICES INC
  • US12366140B1 patent drawing
  • US12366140B1 patent drawing
  • US12366140B1 patent drawing

AI summary

An exemplary apparatus for use in a tubular string may include piston, a metering device, and a body having a longitudinal bore extending therethrough. When a valve of the apparatus is in an open position, the valve may seal the bore, and when the valve is in a closed position, the valve may allow fluid to flow through the bore. A fluid chamber may be formed between the body and the piston. A pressure activated mechanism may open fluid communication between the fluid chamber and the metering device, in response to pressure in the bore exceeding a threshold, to allow fluid in the fluid chamber to exit through the metering device. The piston may translate from a first position to a second position, as fluid exits the fluid chamber through the metering device, to drive the valve from the closed position to the open position.