Toe Valve Stopping Mechanism for Reversible Port Control

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Solution Overview

Problem

Traditional toe valves in well operations lack the ability to reversibly open and close ports, making it difficult to perform pressure tests without irreversible fluid loss, as the opening process is irreversible and cannot be stopped once initiated.

Innovation Solution

Incorporating a stopping mechanism, such as a shear pin or check valve, that prevents the piston from opening the port until a threshold pressure is reached, allowing for reversible operation and delayed port opening, enabling pressure testing without fluid loss.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If pressure is increased to open the port in a traditional toe valve, then fluid communication between the casing and formation is established, but the opening process becomes irreversible and fluid is lost during pressure testing

Engineering Contradiction:
Improveport opening reliabilityVSAvoidfluid loss
Core Design Contradiction:
ReliabilityVSLoss of substance

Solution Approach 1:

The toe valve incorporates a dynamic stopping mechanism that can be activated or deactivated based on operational needs. The mechanism includes a stop member that can be positioned to prevent piston movement (keeping the port closed) or retracted to allow piston movement (opening the port). This dynamic control enables the system to transition between closed and open states reversibly, allowing pressure testing without fluid loss while maintaining the ability to open the port when needed.

Inventive Principle:
Principle #15Dynamics

2Loss of substance

If a stopping mechanism is added to enable reversible port opening, then fluid loss is prevented during pressure testing, but device complexity increases

Engineering Contradiction:
Improvefluid loss preventionVSAvoidvalve structure complexity
Core Design Contradiction:
Loss of substanceVSDevice complexity

Solution Approach 1:

The stopping mechanism is designed to serve multiple functions within a single integrated structure. The stop member not only prevents piston movement to keep the port closed during pressure testing, but can also be retracted to allow the piston to open the port when needed. This multi-functional design enables both fluid loss prevention and controlled port opening without requiring separate systems, thereby minimizing the increase in device complexity while achieving the desired functionality.

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

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 reversible opening and closing of ports, allowing for safe pressure testing and operation without irreversible fluid loss, improving the control and efficiency of well operations.

Implementation Method 1

The piston is positioned to misalign the inner part and the outer part of the port so that there is no fluid communication between an inside and outside of the downhole tool

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

a stopping mechanism that prevents the piston from opening the port

Methodology Applied
Scientific EffectMechanical blocking: Mechanical Force

Data Source

PatentUS10704358B2Device and method for opening and stopping a toe valve
Publication Date: 2020.07.07 WELLS FARGO BANK NAT ASSOC
  • US10704358B2 patent drawing
  • US10704358B2 patent drawing
  • US10704358B2 patent drawing

AI summary

A downhole tool for connecting an interior of a casing to a formation, the downhole tool including an inner housing extending along a longitudinal axis X; an outer housing that encloses the inner housing and forms first to fourth chambers; a first piston that separates the first and second chambers; a second piston that separates the third and fourth chambers; a port that is configured to fluidly communicate an outside and inside of the downhole tool; and a stopping mechanism that prevents the second piston from opening the port. The second piston is positioned to separate the port into an outer portion and an inner portion to interrupt a fluid communication between the outside and inside of the downhole tool.