Modular Valve Insert for Downhole Bypass Tool

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Solution Overview

Problem

Existing bypass tools in the resource recovery industry face damage due to high temperatures and pressures in downhole environments, leading to erosion and vibration issues, as they lack effective mechanisms to regulate fluid flow and pressure without compromising the integrity of components like springs and valves.

Innovation Solution

A modular fluid bypass apparatus with an axially elongated body featuring a pilot conduit and bypass conduits that house removable and replaceable valve inserts, which automatically open to divert fluid when pressure or flow rate exceeds a threshold, reducing pressure and flow rate to prevent damage to downhole components.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional bypass tools are used in downhole environments, then fluid flow regulation is achieved, but components like springs and valves are damaged due to high temperatures, pressures, erosion and vibration

Engineering Contradiction:
Improvecomponent integrityVSAvoiderosion and vibration damage
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The bypass tool is divided into modular segments including a body, valve insert, and seal assembly. The valve insert can be independently replaced without replacing the entire tool, allowing damaged components to be swapped out while maintaining the integrity of the remaining structure. This segmentation enables targeted replacement of eroded or vibrated components.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent incorporates seals and protective features designed to withstand high temperatures, pressures, erosion and vibration before damage occurs. The modular design allows operators to replace components proactively before complete failure, cushioning against total tool failure and extending overall tool life in harsh downhole environments.

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

2Ease of operation

If bypass tools operate in high temperature and pressure environments, then fluid flow control is maintained, but components are compromised due to erosion and vibration

Engineering Contradiction:
Improvefluid flow regulationVSAvoidcomponent durability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The valve insert is designed with movable components that can dynamically respond to changing flow conditions, pressure variations, and vibration levels. The modular construction allows the valve to be replaced if dynamic stresses cause wear, while the overall system maintains operational flexibility throughout its service life in high-stress environments.

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The patent allows for changing operational parameters by replacing the valve insert with different configurations or materials better suited to specific temperature, pressure, erosion, or vibration conditions. This enables optimization of component durability while maintaining fluid flow control capabilities under varying downhole conditions.

Inventive Principle:
Principle #35Parameter changes

3Ease of repair

If modular valve inserts are made removable and replaceable, then maintenance and reconfiguration ease is improved, but device complexity increases

Engineering Contradiction:
Improvevalve insert replacementVSAvoidmodular assembly structure
Core Design Contradiction:
Ease of repairVSDevice complexity

Solution Approach 1:

The bypass tool is segmented into a body and a removable valve insert with seal assembly. This segmentation enables easy replacement of the valve insert by simply disconnecting it from the body, significantly easing maintenance and reconfiguration tasks while keeping the overall device complexity manageable through standardized connection interfaces.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The modular valve insert design serves multiple functions: it can be replaced for maintenance, swapped for different operational configurations, and removed entirely if not needed. This multi-functionality justifies the added modular complexity by providing versatility in maintenance, operation, and adaptation to different downhole conditions.

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

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 solution effectively regulates fluid flow and pressure in high-stress downhole environments, preventing damage to tools and enhancing their durability and flexibility, allowing for easy reconfiguration and maintenance by replacing valve inserts.

Implementation Method 1

the modular valve insert configured to automatically open in response to a pressure or flow rate through the primary conduit meeting or exceeding a selected threshold pressure or flow rate

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentUS11299944B2Bypass tool for fluid flow regulation
Publication Date: 2022.04.12 BAKER HUGHES CO
  • US11299944B2 patent drawing
  • US11299944B2 patent drawing
  • US11299944B2 patent drawing

AI summary

An embodiment of a fluid bypass apparatus includes an axially elongated body configured to be deployed in a borehole in an earth formation, the body including a pilot conduit that allows fluid to flow through the body and a bypass conduit extending from the pilot conduit to an exterior of the body and defining a fluid flow path from the primary conduit to the exterior of the body, The apparatus also includes a modular valve insert housed within the bypass conduit, the valve insert being removable and replaceable, the modular valve insert configured to obstruct the fluid flow path and configured to automatically open in response to a pressure or flow rate through the primary conduit meeting or exceeding a selected threshold pressure or flow rate.