Toe Valve Actuation via Multi-Sleeve Segmentation and Biasing

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Solution Overview

Problem

The existing toe valve systems in wellbore cemented casing completions face challenges in safely transitioning from a closed to an open position without risking damage to the casing integrity, as the pressure required to open the valve exceeds the pressure used for casing integrity testing.

Innovation Solution

A downhole tool with multiple sleeves and a biasing member that allows controlled actuation from a closed to an open state by varying fluid pressure levels, ensuring safe operation and preventing unintended valve opening during testing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If the pressure of the fluid in the wellbore is increased to a second level (higher than the first level) to move the sliding sleeve from the closed position to the open position, then the toe valve opens successfully, but the casing may be damaged because the pressure exceeds the casing integrity test pressure

Engineering Contradiction:
Improvevalve opening operationVSAvoidcasing damage
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The system segments the pressure application process into distinct stages using multiple sleeves (first sleeve, second sleeve, third sleeve) that respond to different pressure levels. The first sleeve responds to a first pressure level for integrity testing, while the second and third sleeves respond to a second pressure level for valve opening, allowing sequential activation of functions at different pressure thresholds

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The biasing member acts as an intermediary mechanical element between the first sleeve and the third sleeve. It stores mechanical energy when compressed by the first sleeve during integrity testing and releases this energy to drive the third sleeve to open the valve, thereby mediating the pressure transmission and enabling valve opening without directly exposing the casing to excessive pressures

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If the pressure is increased to test casing integrity, then the casing integrity can be confirmed, but the sliding sleeve may inadvertently move to the open position if the pressure also exceeds the valve opening threshold

Engineering Contradiction:
Improvecasing integrity testingVSAvoidvalve position stability
Core Design Contradiction:
ReliabilityVSStability of the object's composition

Solution Approach 1:

Different sleeves are designed with different local qualities - specifically, different activation pressure thresholds. The first sleeve is designed to activate at a first pressure level for integrity testing, while the second and third sleeves are designed to activate at a higher second pressure level for valve opening. This local differentiation ensures that integrity testing can be performed without inadvertently opening the valve

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The biasing member is pre-configured in a compressed state between the first and third sleeves, creating a mechanical precondition that must be overcome before the valve can open. This preliminary mechanical arrangement ensures that the valve remains stable during integrity testing and only opens when the intended higher pressure is applied

Inventive Principle:
Principle #10Preliminary action

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

Enables safe and controlled actuation of the toe valve, reducing the risk of casing damage by using pressure variations to manage sleeve movement, allowing for effective fluid communication when needed without compromising casing integrity.

Implementation Method 1

A biasing member is positioned between the first sleeve and the third sleeve, such that movement of the first sleeve toward the third sleeve compresses the biasing member

Methodology Applied
Scientific EffectElastic potential energy storage and release: Spring

Implementation Method 2

The first sleeve is configured to move from the first position and toward the third sleeve in response a pressure communicated through the first port

Methodology Applied
Scientific EffectPressure force: Pressure Increase

Data Source

PatentUS10174590B2Toe valve
Publication Date: 2019.01.08 INNOVEX DOWNHOLE SOLUTIONS LLC
  • US10174590B2 patent drawing
  • US10174590B2 patent drawing
  • US10174590B2 patent drawing

AI summary

An actuator for a downhole tool includes first, second, and third sleeves. The first sleeve obstructs a first port in a body of the downhole tool when the first sleeve is in a first position. The third sleeve obstructs a second port in the body when the third sleeve is in a first position, and the second and third sleeves are in one-way engagement with one another. A biasing member is positioned between the first sleeve and the third sleeve. The first sleeve is configured to move from the first position and toward the third sleeve in response a pressure communicated through the first port. When the pressure is reduced after the first sleeve is moved toward the third sleeve, the biasing member forces the first sleeve back toward the first position, which causes the third sleeve to permit fluid communication through the second port.