Isolation Valve Ball Stabilization via Segmented Bars

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Solution Overview

Problem

Existing downhole isolation valve systems lack a reliable mechanism to maintain a stable seal between production and non-production zones in a wellbore, leading to inefficiencies in hydrocarbon recovery, as the ball component's stability and locking mechanisms are not adequately secured to ensure consistent isolation.

Innovation Solution

The isolation valve assembly employs a combination of shifting bars, locking bars, and supporting bars to stabilize and lock the ball member in either the closed or opened configuration, ensuring a secure seal by rotating the ball member between positions using shifting pins and maintaining alignment with a ceramic ring, with additional embodiments using a collet mechanism and spring retainer for enhanced stability.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a conventional ball valve mechanism is used for zone isolation, then the device structure remains simple, but the ball stability and seal reliability are insufficient

Engineering Contradiction:
Improveseal reliabilityVSAvoiddevice complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking mechanism is segmented into multiple independent bars (at least two bars) that can independently engage with the ball component at different positions. Each bar provides a separate stabilization function, allowing the system to achieve enhanced reliability through distributed locking points rather than a single complex locking mechanism

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

Multiple functional bars (locking bars, supporting bars, shifting bars) are merged into a single actuation system controlled by one actuator. The actuator simultaneously controls the position of all bars relative to the ball component, combining multiple stabilization functions into a unified mechanism that maintains simplicity while improving reliability

Inventive Principle:
Principle #5Merging (Combining)

2Stability of the object's composition

If the ball component is made highly stable with multiple locking mechanisms, then seal reliability improves, but the complexity of the valve assembly increases

Engineering Contradiction:
Improveball stabilityVSAvoidvalve assembly complexity
Core Design Contradiction:
Stability of the object's compositionVSDevice complexity

Solution Approach 1:

The bars serve multiple functions simultaneously: they act as locking bars to secure the ball in position, supporting bars to maintain structural integrity, and shifting bars to enable ball rotation. This multi-functionality allows the same component to provide multiple stabilization effects without proportionally increasing the number of separate components

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

Solution Approach 2:

The bars are designed with movable connections to the ball component, allowing them to dynamically adjust their position and engagement as the ball rotates between opened and closed configurations. This dynamic design enables the locking mechanism to adapt to different ball positions while maintaining stability, rather than requiring fixed rigid connections

Inventive Principle:
Principle #15Dynamics

Data Source

PatentUS10550667B2Isolation valve assembly
Publication Date: 2020.02.04 CNPC USA CORP
  • US10550667B2 patent drawing
  • US10550667B2 patent drawing
  • US10550667B2 patent drawing

AI summary

The isolation valve assembly includes a ball member stabilized relative to a ceramic ring, an upper ball housing and a lower ball seat with a set of shifting bars, a set of locking bars, and a set of supporting bars. The shifting bars rotate the ball member between opened and closed configurations, while the locking bars and supporting bars stabilize the ball member. The supporting bars are off set from the shifting bars and locking bars, and the supporting bars are anchored to the assembly separate from the locking bars and shifting bars. The actuation of the shifting bars is independent from the locking bars and the supporting bars so that the ball member can be held in the opened or closed configuration with more stability.