Multi-Barrier Downhole Valve System for Fluid Containment

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Existing downhole drilling and completion systems lack multiple mechanical barriers to ensure reliable containment of formation fluids during operations, particularly when retrieving or replacing equipment like Electric Submersible Pumps, which may lead to fluid leakage and safety concerns.

Innovation Solution

A multi-barrier system featuring an electrically actuable valve and a mechanically actuable valve, both inductively coupled to an upper completion, allowing for controlled closure and opening of the barriers during retrieval and reengagement, ensuring multiple points of fluid containment without the need for a wet connection.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a single mechanical barrier (valve) is used in the downhole system, then the device complexity is reduced, but the reliability of fluid containment is insufficient to meet increasing oversight and fail-safe requirements

Engineering Contradiction:
Improvefluid containment reliabilityVSAvoidsystem complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system divides the fluid containment function into multiple independent barriers: a first valve (electrically actuated), a second valve (mechanically actuated), and a packer. Each barrier can independently contain fluid, so that if one barrier fails, the others remain intact. This segmentation of the containment system directly improves reliability while maintaining manageable complexity through modular design.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system implements redundant barriers as a form of beforehand cushioning against potential failures. By having multiple valves and the packer in place before any failure occurs, the system ensures that if one barrier fails, the remaining barriers are already positioned and functional to prevent fluid escape, thus cushioning against the harmful effect of single-point failures.

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

2Reliability

If multiple valves are added to the system to improve fluid containment, then the reliability increases, but the ease of operation decreases due to more complex control requirements

Engineering Contradiction:
Improvefluid containment reliabilityVSAvoidvalve control simplicity
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The second valve is designed as a mechanically actuated barrier that automatically closes in response to retrieval of the upper completion without requiring external electrical signals or complex control systems. This self-actuating mechanism simplifies operation while maintaining the reliability benefit of having multiple barriers. The system essentially serves itself by using the mechanical action of retrieval to trigger the secondary barrier.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system replaces electrical actuation with mechanical actuation for the second valve. Instead of requiring electrical signals, control systems, and power sources for each valve, the second valve responds directly to mechanical retrieval actions. This substitution reduces operational complexity while preserving the multi-barrier reliability advantage.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Ease of operation

If an electrically actuated valve is used for precise control, then the ease of operation improves, but the reliability decreases when electrical systems fail in the downhole environment

Engineering Contradiction:
Improvevalve actuation controlVSAvoidvalve operation reliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The control function is segmented between two different actuation mechanisms: electrical actuation for the first valve (providing precise control when electrical systems are functional) and mechanical actuation for the second valve (providing fail-safe operation when electrical systems fail). This segmentation ensures that loss of electrical control does not compromise overall system reliability, as the mechanical barrier remains independently operable.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system changes the actuation parameter from electrical to mechanical for the second valve. By using different actuation parameters for different barriers, the system ensures that failure in one parameter domain (electrical) does not affect the other domain (mechanical), thereby improving overall reliability while maintaining operational flexibility.

Inventive Principle:
Principle #35Parameter changes

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 system effectively prevents fluid escape during upper completion retrieval and reengagement, enhancing safety and reliability by providing multiple mechanical barriers, thus meeting increased oversight and fail-safe requirements.

Implementation Method 1

a first valve in fluid communication with a lower completion that is electrically actuatable and inductively coupled to an upper completion

Methodology Applied
Scientific EffectElectromagnetic induction: Electromagnetic Induction

Implementation Method 2

a second valve in fluid communication with the lower completion, both the first valve and the second valve are positioned proximate an uphole extent of the lower completion

Methodology Applied
Scientific EffectMechanical force transmission: Mechanical Force

Data Source

PatentUS8739884B2Stackable multi-barrier system and method
Publication Date: 2014.06.03 BAKER HUGHES CO
  • US8739884B2 patent drawing
  • US8739884B2 patent drawing
  • US8739884B2 patent drawing

AI summary

A multi-barrier system includes a first valve in fluid communication with a lower completion that is electrically actuatable and inductively coupled to an upper completion. Also included is a second valve in fluid communication with the lower completion, both the first valve and the second valve, positioned proximate an uphole extent of the lower completion, are closable in response to retrieving the upper completion and openable subsequent reengagement of an upper completion.