Isolation Valve Actuation Using Downhole Pressure Cycling

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing formation isolation valves require time-consuming and costly interventions for operation, and conventional methods using precharged nitrogen can fail under high well pressure conditions.

Innovation Solution

A remotely operable formation isolation valve system that uses downhole well pressure to cycle an indexer through a sequence of positions, communicating forces to actuate the valve without a high-pressure gas chamber, employing a resilient mechanism and a switch to control fluid communication with the well pressure.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If precharged nitrogen is used to actuate the valve, then the valve can be operated remotely without intervention, but the gas chamber must be charged on the rig floor which consumes time and creates safety concerns

Engineering Contradiction:
Improveremote operation capabilityVSAvoidtime for charging gas chamber
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The valve system is pre-configured with a gas chamber that can be charged from the surface before the well is suspended, eliminating the need for time-consuming rig floor operations. The chamber receives gas through a dedicated charging port that allows advance preparation without requiring personnel to be on the rig floor during well operations.

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If precharged nitrogen is used to actuate the valve, then the valve can be operated remotely without intervention, but the well pressure may exceed the rating of the ball valve element during pressure fluctuations

Engineering Contradiction:
Improveremote operation capabilityVSAvoidvalve rating under well pressure
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

A gas chamber acts as an intermediary between the surface control system and the downhole valve mechanism. The chamber buffers pressure fluctuations by storing compressed gas, preventing direct transmission of high well pressure spikes to the ball valve element. This mediation protects the valve from exceeding its pressure rating while maintaining remote operability.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If a shifting tool is run downhole to engage and change the state of the valve, then the valve can be actuated, but the well intervention consumes significant time and money

Engineering Contradiction:
Improvevalve actuation capabilityVSAvoidintervention time
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The valve system is designed to be self-actuating through a gas chamber that can be charged from the surface. Once the chamber is filled with compressed gas, it automatically provides the force needed to operate the valve mechanism without requiring downhole intervention tools or personnel. This self-service capability eliminates costly and time-consuming well interventions.

Inventive Principle:
Principle #25Self-service

4Ease of operation

If a shifting tool is run downhole to engage and change the state of the valve, then the valve can be actuated, but the intervention process is costly

Engineering Contradiction:
Improvevalve actuation capabilityVSAvoidoperation cost
Core Design Contradiction:
Ease of operationVSEase of manufacture

Solution Approach 1:

The valve system is designed to be self-actuating through a gas chamber that can be charged from the surface. Once the chamber is filled with compressed gas, it automatically provides the force needed to operate the valve mechanism without requiring downhole intervention tools or personnel. This self-service capability eliminates costly and time-consuming well interventions.

Inventive Principle:
Principle #25Self-service

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

Enables interventionless operation of the valve, reducing operational time and costs by leveraging downhole pressure to actuate the valve, ensuring reliable operation even under high pressure conditions.

Implementation Method 1

The spring may be configured to exert a second force, and the indexer may cycle through a sequence of positions in response to the second force

Methodology Applied
Scientific EffectSpring force: Spring

Implementation Method 2

exerting fluid pressure on the object to generate a force to actuate the formation isolation valve

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Data Source

PatentUS8776890B2Systems and techniques to actuate isolation valves
Publication Date: 2014.07.15 SCHLUMBERGER TECH CORP
  • US8776890B2 patent drawing
  • US8776890B2 patent drawing
  • US8776890B2 patent drawing

AI summary

A tool that is usable in a well and may include an operator, a switch, a resilient device and an indexer. The switch may be configured to selectively communicate a first force to the operator, thereby actuating the tool. The resilient device may exert a second force. The indexer may cycle through a sequence of positions in response to alternating between the second force and a third force. The sequence includes a predetermined position configured to actuate the switch, thereby communicating the first force to the operator to actuate the tool.