The invention generally relates to a formation isolation valve.
A formation isolation valve may be used in a well for such purposes as preventing fluid loss and controlling an underbalanced condition. The valve forms a controllable sealed access to formations below the valve. When the valve is open, well equipment (a tubular string, a wireline system, a slickline system, etc.) may be deployed through the valve for purposes of performing one or more testing, perforating and/or completion functions below the valve. After these functions are complete, the well equipment may be retrieved, and the valve may be subsequently closed.
For purposes of opening and closing the valve, a tool, such as a shifting tool that is disposed at the end of a string, may be used to physically engage the valve. More specifically, the shifting tool interacts with a mechanical section of the valve. The mechanical section typically is tied to a barrier valve element (a ball valve element, for example) of the valve so that linear motion of the shifting tool (caused by controlled movement of a string connected to the shifting tool, for example) acts to either directly or indirectly open or close the valve element. In addition, the mechanical section holds the valve element in position (i.e., keeps the valve either open or closed) after the shifting tool is removed from the valve.
As a more specific example, the mechanical section of a typical formation isolation valve may include at least one collet that is constructed to engage a detent for purposes of locking the valve in either an open or closed position. When a sufficient force is applied to the mechanical section by the shifting tool to overcome a shifting force threshold, the collet is released from the detent to unlock the valve. The movement of the collet may scrape the interior of the valve and may wear down the holding edge or face of the collet, thereby decreasing the holding capability of the collet. Additionally, the shifting force threshold that must be overcome to release the collet from the detent relies largely on the flexibility of the collet and the angular relationship between the holding edge or face of the collet head and the detent. As a result, the shifting force threshold may be inconsistent and somewhat unreliable from unit to unit.
The mechanical section should have a relatively high holding force and a relatively low shifting force threshold. The holding force and the shifting force threshold, however, are established by the same geometry of the collet and the detent. Therefore, challenges exist in designing a formation isolation valve that satisfactorily satisfies both criteria.
In an embodiment of the invention, a valve includes a housing, a valve element that is located in the housing, an operator, a locking device and an interference device. The housing includes an interior surface that has a profile, and the operator transitions the valve element between open and closed states. The locking device is adapted to be selectively extended into the profile to lock the valve element in the open or closed state. The interference device is adapted to be selectively extended radially inside the locking device to retain the locking device in the profile.
In another embodiment of the invention, a valve includes a housing, a valve element that is located in the housing, an operator, a locking device and an interference device. The housing includes an interior surface that has first and second profiles. The operator transitions the valve element between open and closed states. The locking device is adapted to be selectively extended into the first profile to lock the valve element in the open state and extend into the second profile to lock the valve element in the closed state. The interference device is adapted to be selectively extended radially inside the locking device to retain the locking device in the first or second profile.
In yet another embodiment of the invention, a technique includes selectively extending a locking device into a profile of a housing of a downhole tool to lock the tool in one of a plurality of states. The technique includes selectively extending an interference device radially inside the locking device to retain the locking device in the profile.
Advantages and other features of the invention will become apparent from the following drawing, description and claims.
Certain embodiments of the invention will hereafter be described with reference to the accompanying drawings, wherein like reference numerals denote like elements, and:
In the following description, numerous details are set forth to provide an understanding of the present invention. However, it will be understood by those skilled in the art that the present invention may be practiced without these details and that numerous variations or modifications from the described embodiments are possible.
As used here, the terms “above” and “below”; “up” and “down”; “upper” and “lower”; “upwardly” and “downwardly”; and other like terms indicating relative positions above or below a given point or element are used in this description to more clearly describe some embodiments of the invention. However, when applied to equipment and methods for use in wells that are deviated or horizontal, such terms may refer to a left to right, right to left, or diagonal relationship as appropriate.
Referring to
An annular region, or annulus, which is located between an exterior surface of the valve 40 and an interior surface of tubular string 22 may be sealed off by a packer 34. In accordance with some embodiments of the invention, the tubular string 22 may be a casing string that supports the wellbore 20 or may be a production tubing string, as just a few examples. It is noted that, however, the well 10 may be uncased in accordance with some embodiments of the invention. Thus, many variations and applications of the valve 40 are contemplated and are within the scope of the appended claims.
In general, the valve 40 includes a valve actuator 60 and a valve element 44 that forms a controllable barrier for the valve 40. As examples, the valve element 44 may be a ball-type valve control element or a flapper-type valve control element. Other types of valve control elements are contemplated and are within the scope of the appended claims.
The actuator 60 operates the valve element 44 for purposes of controlling the state (open or closed) of the valve element 44 (thus, controlling the state of the valve 40). In this regard, the valve element 44 may be mechanically engaged by a tool, such as a shifting tool, which is run downhole into the central passageway of the valve 40 for purposes of opening and closing the valve 40. However, in other arrangements, the actuator 60 may be electrically or hydraulically operated, and/or may be remotely operated in response to a stimulus (a wired stimulus, a wireless stimulus, an acoustic stimulus, a pressure pulse stimulus, an electromagnetic stimulus, seismic stimulus, etc.) that is communicated downhole from the surface of the well. Therefore, although a shifting tool is described herein, for purposes of example, as engaging and operating the actuator 60, it is understood that other mechanisms and techniques may be used to open and close the valve element 44, in accordance with other embodiments of the invention.
The actuator 60, in accordance with some embodiments of the invention, includes an operator mandrel that is generally concentric with the longitudinal axis of the valve 40 and translates along the longitudinal axis for purposes of opening and closing the valve element 44. More specifically, in a particular longitudinal position, the actuator 60 causes the valve element 44 to open, and in another longitudinal position, the actuator 60 causes the valve element 44 to close. As described in more detail below, the operator mandrel may be locked in position to effectively lock the valve element 44 (and thus, lock the valve 40) either open or closed. For this purpose, a retractable locking device is used, as described below, to secure the operator mandrel to the housing of the valve 44.
Unlike conventional formation isolation valves, the valve 40 may include an interference device that may be moved radially inside or otherwise engaged with the locking device to prevent the locking device from disengaging (i.e., to prevent the locking device from backing out of its locking engagement) until the valve 40 is to be transitioned to a different state. By using this approach, the valve 40 has a relatively high holding force (i.e., the force that retains the valve in a particular state), and the valve 40 has a relatively low shifting force threshold for purposes of releasing the lock so that the valve 40 may be transitioned to another state. This high holding force may allow the valve 40 to be run in a closed state if needed for particular well applications. Also, the valve 40 may only be shifted if a particular mandrel is actuated. Accordingly, the locked in valve 40 may be relatively immune to inadvertent shifting of the valve 40 due to the associated stresses of run in.
Referring to
The valve 40 includes an operator mandrel 80 that is located inside the housing 70 and is generally concentric with the longitudinal axis 50. In general, the operator mandrel 80 moves up and down to actuate the valve element 44 (see
The lower profile 74 is associated with a particular state of the valve element 44, and an upper profile 72, which may also formed in the interior surface of the housing 70 is associated with another state of the valve element 44. For example, in accordance with some embodiments of the invention, the lower profile 74 may be associated with an open state of the valve element 44, and the upper profile 72 may be associated with a closed state of the valve, although this relationship may be reversed in accordance with other embodiments of the invention.
It is noted that
For the state of the valve, which is depicted in
It is noted that other mechanisms may be used to produce a force for purposes of retracting the dog 100 from the profile 72, 74. For example, in other embodiments of the invention, stored energy (a compressed spring, gas, etc.) or a combination of stored energy and wedge interaction may be used to exert a retraction force on the dog 100.
As depicted in
In accordance with embodiments of the invention, upper 130 and lower 140 coiled springs bias the position of the sleeve 120 so that the sleeve 120 has an equilibrium position (i.e., a position when no forces by a tool, such as a shifting tool, for example, are exerted on the sleeve 120), in which the extension 124 is aligned with the opening 84 of the mandrel 80 (as depicted in
The upper spring 130 is located in an inner, annular recessed region 89 of the operator mandrel 80 and extends between a downwardly facing shoulder 86 of the mandrel 80 and an upwardly facing shoulder 128 of the sleeve 120. Thus, in this position, the spring 130 exerts a downwardly directed force on the sleeve 120. The downwardly directed force that is produced by the upper spring 130 is opposed by an upwardly directed force that is produced by the lower spring 140.
As shown in
In accordance with embodiments of the invention, the valve element 44 may be unlocked by applying force to the sleeve 120 via a shifting tool, for example. Thus, the transition force, or shifting force threshold, needed to change the valve 40 between states is established by the springs 130 and 140. The shifting force threshold of the valve 40 is therefore relatively small, as the required shifting force is independent from the holding force, which is relatively large, due to the mechanical interference created by the sleeve 120. In addition, the springs 130 and 140 may be configured to provide a relatively consistent shifting force for a wide range of applications.
As a specific example, the inner surface of the sleeve 120 may include a profile 126 that is constructed to be engaged by a shifting tool. The engagement of the sleeve 120 by the shifting tool, in turn, may be used to move the sleeve 120 to remove or disengage the mechanical interference occurring at the extension 124 to permit the above-described retraction force to drive the dog 100 out of the profile 74.
As a more specific example,
With the dog 100 being retracted from the lower profile 74, the mandrel 80 is free to move with respect to the housing 70, and thus, the sleeve 120 and mandrel 80 continue in an upward direction due to the upward force that is exerted by the shifting tool until the dog 100 is aligned with the upper profile 72, as depicted in
To transition the valve element 44 back to the original state (
Other embodiments are contemplated and are within the scope of the appended claims. For example, in accordance with other embodiments of the invention, the formation isolation valve 40 may be replaced by a formation isolation valve having an actuator 200, which is schematically depicted in a partial schematic diagram in
Instead of using one or more dogs as locking devices to secure an operator mandrel 220 of the valve of
More specifically, in accordance with some embodiments of the invention, the upper collet 230 may be associated with the upper profile 72 so that when a collet head 234 at the free end of the collet 230 is engaged in the profile 72, the mandrel 220 is locked in a particular position associated with either an open or closed state of the valve 200. Similarly, the lower collet 240 may be associated with the lower profile 74 such that when a collet head 244 located at the free end of the collet 240 is engaged with the lower profile 74 (as depicted in
A sleeve 260 of the actuator 200 replaces the sleeve 120 of the actuator 60 (see
In this regard, as depicted in
The locking member 270 includes a radially extending inward protrusion 275 and a longitudinally extending protrusion 273. A coiled spring 300 resides between the locking members 270 and 280. Thus, due to the downward force exerted by the spring 300, for the state of the valve depicted in
Thus, the valve 220 may be transitioned to the other state, which is depicted in
Other embodiments are contemplated and are within the scope of the appended claims. For example, in accordance with other embodiments of the invention, the formation isolation valve actuator 200 may be replaced by a formation isolation valve actuator 400 in another valve, which is schematically depicted in a partial schematic diagram in
The valve of
It is noted that other mechanisms may be used to produce a force for purposes of retracting the dog 100 from the profile 72, 74. For example, in other embodiments of the invention, stored energy (a compressed spring, gas, etc.) or a combination of stored energy and wedge interaction may be used to exert a retraction force on the dog 100.
As depicted in
In accordance with embodiments of the invention, a resilient member or coiled spring 600 biases the position of the sleeve 520 so that the sleeve 520 has an equilibrium position (i.e., a position when no forces by a tool, such as a shifting tool, for example, are exerted on the sleeve 520), in which the extension 524 is aligned with the opening 484 of the mandrel 480 (as depicted in
Spring 600 may be maintained in place by upper 610 and lower 612 spring retainer rings. The upper and lower spring retainer rings 610, and 612 may shoulder on both the operator mandrel 480 and the sleeve 520. Accordingly, when the sleeve 520 is moved in either direction longitudinally along the longitudinal axis 450, the spring 600 is compressed.
Operation of the valve of
The holding and locking mechanisms that are described herein may be applied to tools other than formation isolation valves, in accordance with other embodiments of the invention. For example, in accordance with other embodiments of the invention, the above-described locking and holding mechanisms may be applied to a sleeve valve. Furthermore, the holding and locking mechanisms that are described herein may be applied to downhole tools other than valves, in accordance with yet other embodiments of the invention.
While the present invention has been described with respect to a limited number of embodiments, those skilled in the art, having the benefit of this disclosure, will appreciate numerous modifications and variations therefrom. It is intended that the appended claims cover all such modifications and variations as fall within the true spirit and scope of this present invention.
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