Reverse Cementing Valve with Lock Pin and Float Activation

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Solution Overview

Problem

In reverse cementing operations, precise control over fluid flow through the casing shoe is challenging due to imprecise monitoring of the cement slurry's leading edge, leading to unwanted cement columns that require costly removal.

Innovation Solution

A valve system with a lock pin and strainer section is used to control fluid flow by locking the valve open during cement injection and unlocking it when the leading edge of the cement slurry reaches the casing shoe, using plugs to restrict flow and bias the valve to a closed position.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stress or pressure

If reverse circulation cementing is used to reduce cementing pressures and improve efficiency, then cementing pressures are much lower and fluid handling is reduced, but precise control of cement flow through the casing shoe becomes challenging

Engineering Contradiction:
Improvecementing pressureVSAvoidflow control precision
Core Design Contradiction:
Stress or pressureVSEase of operation

Solution Approach 1:

The valve assembly automatically activates based on fluid flow conditions. The float mechanism self-activates when cement slurry flows upward, causing the ball to seat on the valve seat and close the valve without external control input. This self-service mechanism provides precise flow control while maintaining the low-pressure benefits of reverse circulation cementing.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent replaces complex mechanical flow control systems with a passive float-based valve mechanism. Instead of using active mechanical control systems that require external actuation, the invention uses the kinetic energy of the flowing cement slurry itself to activate the valve through the float-ball mechanism, achieving precise control with simpler mechanics.

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

2Loss of information

If tagged fluids are used to monitor the leading edge of cement slurry, then position information is provided to the operator, but the information is available only after a considerable delay

Engineering Contradiction:
Improveposition information availabilityVSAvoidinformation delay
Core Design Contradiction:
Loss of informationVSLoss of time

Solution Approach 1:

The invention replaces delayed information systems (tagged fluids requiring surface detection and communication) with an immediate mechanical response system. The float-valve mechanism provides real-time, instantaneous response to the leading edge of cement slurry by mechanically closing the valve when the float is activated, eliminating information delay entirely.

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

Solution Approach 2:

The float acts as an intermediary between the cement slurry flow and the valve closure action. Instead of relying on delayed information transmission from tagged fluids, the float directly translates the presence of cement slurry into immediate valve closure through mechanical coupling, providing real-time control.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If significant volumes of cement slurry enter the casing through the casing shoe, then the cementing operation completes, but clean-out operations are required at significant cost

Engineering Contradiction:
Improvecementing completionVSAvoidcement removal cost
Core Design Contradiction:
ProductivityVSLoss of substance

Solution Approach 1:

The valve assembly performs preliminary anti-action by preventing unwanted cement slurry from entering the casing in the first place. The float-ball mechanism proactively closes the valve when cement slurry approaches, stopping the harmful flow before it can cause the problem of cement column formation that would require expensive clean-out operations.

Inventive Principle:
Principle #9Preliminary anti-action

Solution Approach 2:

The invention converts the potentially harmful upward flow of cement slurry into a beneficial activation mechanism. The kinetic energy of the cement slurry that could cause problems is instead used to activate the float-ball mechanism, which then closes the valve to prevent harmful cement column formation, turning a potential harm into a useful control signal.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

Data Source

PatentUS7357181B2Apparatus for autofill deactivation of float equipment and method of reverse cementing
Publication Date: 2008.04.15 HALLIBURTON ENERGY SERVICES INC
  • US7357181B2 patent drawing
  • US7357181B2 patent drawing
  • US7357181B2 patent drawing

AI summary

A method for cementing a casing in a wellbore, the method having the following steps: attaching a valve to a casing; locking the valve in an open configuration; running the casing and the valve into the wellbore; reverse circulating a cement composition down an annulus defined between the casing and the wellbore; injecting a plurality of plugs into the annulus; unlocking the valve with the plurality of plugs; and closing the valve.