Multi-stage Pressure Equalization Valve Assembly

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Solution Overview

Problem

Downhole valves face pressure differential issues that can distort the ball and hinder operation, requiring costly and equipment-intensive methods for pressure equalization, such as using tools to access and manipulate components, which can be time-consuming and risky, especially in remote or offshore locations.

Innovation Solution

A check valve assembly with redundant sealing features and filters is used to communicate pressure from the surface to the isolated passage within the ball, allowing pressure equalization without the need for mechanical intervention, ensuring the ball can be operated without damage from high differential pressures.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a tool is used to access and manipulate components for pressure equalization, then pressure equalization can be achieved, but the process becomes time-consuming and requires specialized equipment

Engineering Contradiction:
Improvepressure equalization capabilityVSAvoidtime for pressure equalization
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent incorporates a pressure equalization passage and check valve assembly that automatically equalizes pressure between the ball interior and exterior before the ball needs to be operated. This preliminary pressure equalization prevents distortion and ensures the ball can be rotated without requiring time-consuming tool interventions

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The check valve assembly automatically opens when pressure differential exceeds a threshold, allowing pressure to equalize without external intervention. The system self-regulates pressure balance, eliminating the need for specialized tools or extended operational pauses

Inventive Principle:
Principle #25Self-service

2Reliability

If high pressure is applied to equalize pressure in the ball, then pressure differential is reduced, but the lower seat may unseat and allow high pressure to reach above the ball

Engineering Contradiction:
Improvepressure equalization effectivenessVSAvoidunseating of lower seat
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The check valve assembly acts as an intermediary pressure control mechanism. It selectively allows pressure equalization through controlled openings while maintaining seat engagement through its valve design, preventing direct high pressure application that could unseat the lower seat

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The check valve assembly changes the pressure parameters by providing a controlled pressure equalization path. The valve opens at specific pressure differentials to allow gradual equalization, transforming the pressure application method from direct high pressure to controlled incremental equalization

Inventive Principle:
Principle #35Parameter changes

3Strength

If the ball is subjected to high differential pressures, then the pressure can be contained, but the ball becomes distorted and hard to operate

Engineering Contradiction:
Improvepressure containment capabilityVSAvoidball rotation difficulty
Core Design Contradiction:
StrengthVSEase of operation

Solution Approach 1:

The pressure equalization passage with check valve provides preliminary pressure equalization before ball operation is attempted. This pre-balances the pressure differential that would otherwise cause distortion and operational difficulty

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The check valve assembly provides feedback-based pressure regulation by automatically opening when pressure differential exceeds thresholds, continuously monitoring and adjusting pressure balance to prevent distortion while maintaining containment

Inventive Principle:
Principle #23Feedback

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

This solution enables reliable pressure equalization, preventing ball distortion and allowing normal operation of the hydraulic system without additional specialized equipment, reducing costs and operational risks by using applied tubing pressure to balance pressures across the ball, ensuring safe and efficient operation.

Implementation Method 1

Pressure applied from above the closed member gets through the check valve assembly to equalize the higher pressure below the ball with the pressure raised in the ball from pressure application at the surface

Methodology Applied
Scientific EffectPressure equalization: Pressure Gradient

Implementation Method 2

on removal of the applied pressure that the check valve passage will reclose allowing for normal ball operation

Methodology Applied
Scientific EffectCheck valve mechanism: Valve

Data Source

PatentUS8534361B2Multi-stage pressure equalization valve assembly for subterranean valves
Publication Date: 2013.09.17 BAKER HUGHES CO
  • US8534361B2 patent drawing
  • US8534361B2 patent drawing
  • US8534361B2 patent drawing

AI summary

A downhole valve that operates on turning of a member having a passage through it with a control system also features a passage from above an uphole seat for the member which communicates to the isolated passage within the member when the valve is closed. The passage features a check valve assembly that preferably has redundant sealing features and filters to prevent debris entry. Pressure applied from above the closed member gets through the check valve assembly to equalize the higher pressure below the ball with the pressure raised in the ball from pressure application at the surface. Removal of the applied pressure reseats the check valve or valves to allow the hydraulic system to rotate the member while the member is no longer subject to a high differential pressure.