High-Flow Insert Safety Valve With Pressure-Neutralizing Chamber

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Solution Overview

Problem

Existing safety valves in boreholes suffer from wear and tear, leading to incomplete closure and uncontrolled fluid flow, while conventional insert valves reduce flow rates, are prone to similar wear, and have depth limitations due to hydraulic control mechanisms and seals.

Innovation Solution

An insert valve design that allows fluid flow around the closure mechanism, with a centralized piston system and hydraulic controls disposed uphole, minimizing seals and incorporating a pressure chamber to neutralize external forces, enabling efficient fluid control at various depths.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If a conventional insert valve is used to control fluid flow, then fluid flow control is achieved, but flow rate is reduced

Engineering Contradiction:
Improvefluid flow rateVSAvoidfluid flow control
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The insert valve is divided into separate functional components: a valve body with flow ports, a closure mechanism with poppet and seat, and a piston system. This segmentation allows the flow path to be optimized for high flow rate while the closure mechanism maintains effective flow control when needed.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The insert valve is designed to be installed within the borehole environment, nesting the valve components within the available space while maintaining full flow capacity when open and effective closure when closed.

Inventive Principle:
Principle #7Nested doll (Nesting)

2Reliability

If hydraulic control mechanisms and seals are used in insert valves, then fluid flow control is achieved, but depth limitations occur due to wear and tear

Engineering Contradiction:
Improvefluid flow controlVSAvoidoperational duration at depth
Core Design Contradiction:
ReliabilityVSDuration of action of stationary object

Solution Approach 1:

The hydraulic control mechanisms and seals are extracted from the downhole environment and positioned uphole, removing the wear-prone components from the harsh deep-borehole conditions. This allows the insert valve to operate reliably at greater depths without seal degradation.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

A pressure chamber is introduced as an intermediary mechanism to transmit control forces to the closure mechanism without requiring seals or hydraulic components at depth. The pressure chamber neutralizes external forces and enables reliable operation in high-pressure deep-borehole environments.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Device complexity

If the closure mechanism is centrally positioned for compact design, then device complexity is reduced, but fluid flow control efficiency may be compromised

Engineering Contradiction:
Improvevalve structure complexityVSAvoidfluid flow control efficiency
Core Design Contradiction:
Device complexityVSProductivity

Solution Approach 1:

The piston rod and closure mechanism are merged into a centralized assembly, reducing the number of separate components and simplifying the overall valve structure while maintaining effective flow control through the strategically positioned poppet and seat.

Inventive Principle:
Principle #5Merging (Combining)

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 insert valve design maintains high flow rates and effective fluid control by minimizing seal wear and accommodating varying borehole pressures, overcoming depth limitations and maintaining operational reliability.

Implementation Method 1

incorporating a pressure chamber to neutralize external forces, enabling efficient fluid control at various depths

Methodology Applied
Scientific EffectPressure neutralization: Pascal's Law

Data Source

PatentUS12454873B2High flow insert safety valve that is well pressure insensitive
Publication Date: 2025.10.28 HALLIBURTON ENERGY SERVICES INC
  • US12454873B2 patent drawing
  • US12454873B2 patent drawing
  • US12454873B2 patent drawing

AI summary

An insert valve configured to be installed, at least partially, in a safety valve in a borehole that includes a flow port disposed on an exterior of the insert valve, a poppet configured to control a fluid flow through the flow port, an upper piston rod, disposed uphole from the poppet, configured to move the poppet past at least part of the flow port, and a chamber, disposed downhole from the poppet that includes a chamber pressure, and a lower piston rod coupled to the poppet, where the lower piston rod is configured to exert a chamber piston force on the poppet.