Smooth Bore Toe Valve Sleeve Actuation

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Solution Overview

Problem

Toe valves often fail to initiate circulation in well bore cementing operations due to cement left behind, which existing wiper devices are unable to remove, leading to blockages and incomplete completion processes.

Innovation Solution

A smooth bore toe valve design featuring a first and second sub, a housing, and a sleeve that closes and opens openings in response to fluid pressure, allowing for the creation of a differential pressure to move the sleeve from a closed to an open position, facilitating fluid flow and potentially removing residual cement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Quantity of substance

If a conventional toe valve with complex internal structure is used, then it may provide more flow paths, but it creates more crevices where cement can accumulate and block the valve

Engineering Contradiction:
Improvefluid flow capacityVSAvoidcement accumulation and blockage
Core Design Contradiction:
Quantity of substanceVSObject-affected harmful factors

Solution Approach 1:

The patent employs smooth curved surfaces throughout the valve body, replacing sharp corners and crevices with radiused transitions. The valve cavity features continuously curved walls that guide fluid flow without creating stagnant zones, while the sleeve and opening mechanisms utilize arc-shaped profiles that prevent cement deposition. This curvature principle eliminates the geometric features where cement would otherwise accumulate and block flow paths.

Inventive Principle:
Principle #14Spheroidality (Curvature)

Solution Approach 2:

The patent creates a homogeneous smooth bore environment throughout the valve by maintaining uniform surface characteristics and consistent flow path geometry. The internal passages are designed with uniform cross-sections and smooth transitions, avoiding sudden expansions or contractions that would create turbulence and cement deposition. This homogeneity ensures that cement slurry flows uniformly without accumulating in irregular zones.

Inventive Principle:
Principle #33Homogeneity

2Object-affected harmful factors

If a smooth bore design is used, then cement residue is reduced, but the valve mechanism becomes more sensitive to pressure differentials

Engineering Contradiction:
Improvecement residueVSAvoidpressure sensitivity
Core Design Contradiction:
Object-affected harmful factorsVSReliability

Solution Approach 1:

The patent incorporates cushioning features in the form of gradual pressure transition zones within the smooth bore cavity. These zones allow pressure differentials to build and release gradually, preventing sudden pressure spikes that could cause premature or erratic valve opening. The smooth curved geometry provides natural pressure cushioning by distributing force evenly across the sleeve, making the valve less sensitive to transient pressure fluctuations while maintaining reliable operation.

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

Solution Approach 2:

The patent utilizes the dynamic interaction between the smooth bore geometry and fluid pressure to achieve reliable valve operation. The sleeve is designed to respond dynamically to sustained pressure differentials while being cushioned against transient fluctuations. The smooth curved surfaces create a dynamic pressure distribution that ensures the valve opens reliably when needed while being protected from premature activation by transient pressure changes.

Inventive Principle:
Principle #15Dynamics

3Productivity

If the valve cavity is enlarged to accommodate the smooth bore design, then the device size increases, but it may improve fluid circulation

Engineering Contradiction:
Improvefluid circulationVSAvoidvalve size
Core Design Contradiction:
ProductivityVSVolume of stationary object

Solution Approach 1:

The patent designs the valve cavity to serve multiple functions simultaneously: it provides the necessary volume for smooth bore flow patterns, accommodates the sleeve opening mechanism, and creates adequate space for pressure equalization. The cavity geometry is optimized to perform circulation enhancement, structural support, and mechanism accommodation in a single integrated component, avoiding the need for separate elements that would increase overall valve size.

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

Solution Approach 2:

The patent utilizes three-dimensional curved surfaces and spatial optimization to achieve enhanced fluid circulation without proportionally increasing valve volume. By employing radial and axial curvature in combination, the design creates efficient flow paths that maximize circulation within the available space. The smooth bore cavity uses dimensional optimization to provide adequate flow volume while maintaining a compact overall valve footprint.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

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 opens the toe valve, enabling fluid circulation and potentially addressing the issue of cement residue, thereby improving the completion process by ensuring proper well bore re-opening and fluid circulation.

Implementation Method 1

upon application of fluid pressure from the through bore through the fluid flow path, open the openings

Methodology Applied
Scientific EffectFluid pressure: Pressure Increase

Implementation Method 2

produces a differential pressure across the sleeve to move it from a position in which the openings are closed and a position in which the openings are open

Methodology Applied
Scientific EffectDifferential pressure: Pressure Gradient

Data Source

PatentUS10214992B2Method and apparatus for smooth bore toe valve
Publication Date: 2019.02.26 INNOVEX DOWNHOLE SOLUTIONS LLC
  • US10214992B2 patent drawing
  • US10214992B2 patent drawing
  • US10214992B2 patent drawing

AI summary

A smooth bore toe valve includes a first sub defining a through bore and a fluid flow path through a wall thereof; a second sub; a housing mechanically engaged with the first and second subs to define a valve cavity axially between the first and second subs and to define a chamber radially between the first and second subs and the housing, the housing further defining a plurality of openings in a wall thereof; and a sleeve disposed within the chamber between the housing and the first and second subs to close the openings and, upon application of fluid pressure horn the through bore through the fluid flow path, open the openings to fluid flow from the valve cavity to the exterior of the housing. A method for using such a valve is also disclosed.