Automatic Y-Tool Valve Linkage for ESP Bypass Isolation

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Traditional submersible pumping systems face challenges with high workover costs and fluid drainage issues, leading to inefficient intervention and potential pump damage due to the need for expensive and time-consuming blanking plug operations and reverse rotation during shutdowns.

Innovation Solution

A Y-tool with a slave valve assembly and master valve assembly driven by pressure from the electric submersible pump, featuring a linkage assembly, floating check valve, and rotary ball valve to control access to bypass tubing, ensuring efficient fluid management and automatic isolation during pump shutdown.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a blanking plug is installed in the bypass tubing to prevent fluid re-circulation, then fluid re-circulation is prevented, but workover cost and time increase

Engineering Contradiction:
Improvefluid re-circulation preventionVSAvoidworkover time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The Y-tool employs a self-actuating valve mechanism that automatically opens to prevent fluid re-circulation when the ESP shuts down, eliminating the need for manual blanking plug installation. The valve uses the pump's own pressure differential to trigger the opening action, making the system self-regulating and removing dependency on expensive workover interventions.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The invention introduces a Y-tool with an automatic valve as an intermediary device between the ESP and bypass tubing. This mediator automatically manages fluid flow paths based on pump operation status, replacing the need for permanent blanking plugs and enabling rapid transition between production and bypass modes without workover rig involvement.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Loss of energy

If the pump is shut down during normal operations, then energy consumption is reduced, but fluid drains back through the pump causing reverse rotation and solid settlement

Engineering Contradiction:
Improveenergy consumptionVSAvoidpump protection
Core Design Contradiction:
Loss of energyVSReliability

Solution Approach 1:

The Y-tool valve opens in advance before the ESP actually shuts down, anticipating the pressure differential change. By proactively opening the bypass path, the system prevents backflow and reverse rotation before they can occur, protecting the pump from damage during shutdown transitions.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The valve mechanism uses feedback from the pressure differential across the Y-tool to automatically detect when the ESP is shutting down and responds by opening the bypass path. This closed-loop response ensures the pump is protected from backflow conditions without requiring external control systems.

Inventive Principle:
Principle #23Feedback

3Adaptability or versatility

If bypass tubing is used in parallel with production tubing, then access to locations below the ESP is enabled, but fluid management complexity increases

Engineering Contradiction:
Improveaccess capabilityVSAvoidfluid management complexity
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The Y-tool integrates multiple functions into a single device: it serves as a flow splitter for bypass operations, an automatic check valve to prevent backflow, and a control mechanism for ESP protection. This multi-functionality consolidates what would otherwise require separate components and manual operations, simplifying the overall fluid management system.

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

The Y-tool enables cost-effective and reliable intervention by automatically isolating the pump during shutdown, preventing fluid drainage and sediment accumulation, while allowing simultaneous access for operations like coiled-tubing logging, thus enhancing operational efficiency and reducing maintenance costs.

Implementation Method 1

The master valve assembly includes a floating check valve assembly that allows upward movement of the master valve in response to pressure from the pump

Methodology Applied
Scientific EffectCheck valve mechanism: Valve

Implementation Method 2

The linkage assembly includes a hinged yoke and lever arm that rotate the ball valve in response to linear movement of the sliding flow sleeve

Methodology Applied
Scientific EffectMechanical linkage: Mechanical Advantage

Implementation Method 3

The master valve assembly is driven by pressure from the electric submersible pump

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Data Source

PatentEP3449092B1Automatic y-tool
Publication Date: 2021.09.01 GE ENERGY OILFIELD TECH
  • EP3449092B1 patent drawingFigure 1
  • EP3449092B1 patent drawingFigure 2~3
  • EP3449092B1 patent drawingFigure 4~5

AI summary

A Y-tool (110) is configured for use with a pumping system (100) that includes an electric submersible pump (108) and bypass tubing (112). The Y-tool (110) includes a slave valve assembly (134) that controls access to the bypass tubing (112). The Y-tool (110) also includes a master valve assembly (132) driven by pressure from the electric submersible pump (108) and a linkage assembly (136) connected between the master valve assembly (132) and the slave valve assembly (134).