FIELD OF THE INVENTION
[0001] This invention relates generally to full-bore ball valves that are used, for,example,
to control the flow of well fluids during a drill stem test, and particularly to a
new and improved ball valve seat and seal assembly of the type described that is constructed
and arranged such that when the valve is closed it will hold a predominant fluid pressure
acting from either above or below the ball element.
BACKGROUND OF THE INVENTION
[0002] A drill stem test of an earth formation that has been intersected by a well bore
may be considered as a temporary completion of the well. A packer and a test valve
are run into the well on a pipe string and the packer is set to isolate the interval
to be tested from the hydrostatic head of the well fluids thereabove. The test valve
then is opened and closed to alternately flow and shut in the well; while a pressure
recorder is used to record pressure data as a function of time. From the pressure
record various highly useful parameters such as permeablity and initial reservoir
pressure can be determined.
[0003] It is fairly typical for the test valve to include a ball-type closure element to
control formation fluid flow. A ball valve has the advantage as opposed to other types
of closure elements such as a sliding sleeve valve or the like, of providing when
open an unobstructed vertical passage through the test tool to enable high flow rates
of formation fluids as well as the capability for conducting other well services such
as pressure surveys and perforating without withdrawing the equipment from the well.
[0004] There is a need for the tester valve to hold without leaking predominant pressures
that may be imposed thereon from both above and below. The valve must hold the greater
pressure from below as the test tools are run into the well in order to maintain the
pipe string initially as a low pressure region into which the well fluids can produce
when the valve is opened. The valve also should have the capability for holding a
greater pressure from above to enable pressure testing of the pipe string as it is
being assembled at the surface and lowered into the well. A greater pressure from
above also will be imposed when a fluid recovery in the pipe string is being reverse
circulated therefrom during the final shut-in period. Of course, the leakage of such
pressure will disturb or spoil the shut-in pressure measurements that are being recorded.
Moreover, a predominant pressure may be applied to the test valve from above when
using a tubing pressure operated reverse circulating valve of the type disclosed and
claimed in Upchurch application Serial No. 253,786, assigned to the assignee of the
present invention.
[0005] However, a ball valve closure has not been as effective as other types of closures
in holding pressure from both directions because it is designed to close upwardly
against a valve seat that surrounds the flow passage. Although pressure from below
may tend to force the valve element against the seat and thus tighten the closure
against leakage, it will be realized that pressure form above may have the opposite
effect and tend to cause the ball element to leak.
[0006] Although various attempts have been made to provide a ball valve closure that will
hold pressure from either direction, Applicant does not believe that such previous
designs have been particularly adequate to accomplish the desired objective.
SUMMARY OF THE INVENTION
[0007] It is a general object of the present invention to provide a new and improved ball
valve closure apparatus useful in drill stem testing or the like.
[0008] This and other objects are attained, in accordance with one aspect of the invention
by valve apparatus adapted for use in a well bore, comprising: tubular housing means
defining a flow passage; valve means rotatable about an axis that is transverse to
said flow passage between open and closed positions; seat means surrounding said flow
passage and having a seat surface and seal means coacting with said valve means in
said closed position to block fluid flow through said flow passage; and pressure responsive
means for forcing said seat surface against said valve means in response to a predominate
pressure either upstream or downstream of said valve means.
BRIEF DESCRIPTION OF THE DRAWING
[0009] The present invention has other features and advantages which will become more clearly
apparent in connection with the following detailed description of a preferred embodiment
taken in conjunction with the appended drawing in which:
FIGURE 1 is a view partly in c:oss-section and partly in elevation of a ball valve
arrangement utilizing the unique pressure responsive seat assembly that is constructed
in accordance with the present invention; and
FIGURE 2 is an enlarged fragmentary cross-sectional view of the pressure responsive
seat assembly of Figure 1.
DESCRIPTION OF A PREFERRED EMBODIMENT
[0010] Referring intially to Figure 1, an apparatus in which the present invention may be
embodied, includes inner and outer tubular housings 9 and 10 which together constitute
a valve body 11 having a flow passage 12 extending longitudinally therethrough. A
seat assembly indicated generally at 13 is mounted within the body 11 and surrounds
the flow passage 12 for cooperation with a ball valve element 14. The ball element
14 has a bore 15 extending therethrough and is mounted for rotation about an axis
that is transverse to the flow passage 12 between a closed position where the bore
is disposed at right angles to the flow passage and an open position where the bore
of the ball is aligned with the flow passage. The ball element 14 can be mounted for
rotation on suitable means such as trunions 16 that extend for opposite side walls
17 of the ball into circular recesses 18 that are formed in the walls of the body
11.
[0011] The ball element 14 can be rotated between its open and closed positions by any suitable
means such as an actuator sleeve 20 which can rotate about the longitudinal axis of
the body and which carries a ring 21 that is appropriately fixed to its upper end.
The ring 21 has an inclined pin 22 that projects inwardly toward the center of the
ball element 14. The pin 22 can have a roller 23 mounted thereon which engages within
a rectangular slot 24 extending circumferentially of the ball in the outer periphery
thereof. Thus arranged it will be recognized that the ball element can be rotated
to the open position in response to the rotation of the sleeve 20 in one direction
and to the closed position by rotation of the sleeve in the opposite direction. Of
course, this particular means for rotating the ball is only one of a number of different
structures that might be used and is described herein for purposes of illustration
and not in a limitive sense.
[0012] The seat assembly 13 includes a retainer ring 25 that is provided with a spherical
annular lower surface 26 which engages the outer periphery of the ball 14. A composite
seal assembly 30 that engages the the outer peripheral wall of ball valve 14 may be
located in a groove 31 that opens through the lower surface 26. The seal assembly
30 may be any suitable elastomer device for preventing fluid leakage when the valve
is in the closed position, but preferably is constructed as disclosed and claimed
in Meek application Serial No. 214,473, assigned to the assignee of the present invention.
The retainer ring 25 is biased toward the ball element 14 by helical coil spring 32
that reacts between an upper end surface of the retainer ring 25 and a downwardly
facing shoulder 34 on the housing 9.
[0013] As shown in enlarged detail in Figure 2, the retainer ring 25 has a reduced diameter
upper portion 35 that provides an annular seal surface 36 whose diameter is denoted
as A. The parts are sized and arranged such that the diameter A is smaller than the
diameter of sealing engagement of the seal assembly 30 against the ball element 14,
which is denoted as B. A piston ring 38 that is mounted between the upper portion
35 and the housing 11 is movable relatively along the housing between an upper position
where the upper end of the ring 38 abuts a downwardly facing shoulder 39-on the housing,
and a lower position where the lower end surface 40 thereof abuts against an upwardly
facing shoulder 41 on the retainer ring 25. A seal 42 engages the upper portion of
the retainer ring 25 on the diameter A, whereas another seal 43 engages the inner
wall surface 44 of the housing 9 on having a seal diameter denoted as C. The seal
diameter C is greater than the diameter B.
OPERATION
[0014] In operation the parts are assembled as shown in the drawings with the lower surface
26 of the retainer ring 13 and the composite seal assembly 30 engaging the outer surface
of the ball element 14. In the case where the ball valve assembly as disclosed herein
is to be used, for example, in a drill stem testing operation, the ball initially
is in the closed position as the tools are being run into the well to test depth.
The region of the flow passage 12 located above the ball element 14 is at atmospheric
or other low pressure with respect to the region below the ball element, which normally
will contain well fluids at hydrostatic pressure. The relatively high fluid pressure
upstream or below the ball valve 14 will act via the annular clearance space 45 between
the retainer ring 25 and the housing wall 39 on the lower face of the piston ring
38 and on the upwardly facing shoulder 41 of the retainer ring. The pressure causes
the piston 25 to shift upwardly into engagement with the housing shoulder 39 to thereby
transfer upward force cue to such pressure to the housing 11. The pressure also acts
downwardly on the shoulder 41 over a transverse cross-sectional area that is defined
by the difference in diameters of sealing engagement A and B as downward force on
the retainer ring 25 to hold the same tightly seated against the outer periphery of
the ball valve element 14. The downward force is aided by the bias force of the spring
32.
[0015] Conversely when the pressure of the well fluids in the flow passage 12 above the
ball element 14 is greater than the pressure of well fluids in the flow passage therebelow,
such pressure acts downwardly on the piston ring 38 over a transverse cross-sectional
area defined by the difference in the diameters C and A to force the ring downwardly
into engagement with the shoulder 41. The piston ring 38 transmits force due to such
pressure to the retainer ring 45 to hold it in tight sealing engagement with the outer
periphery of the ball element 14. Here again the downward force is assisted by the
bias force of the spring 32. Thus it will be recognized that the pressure responsive
valve seat assembly of the present invention is uniquely arranged to coact with the
ball valve element 14 to prevent fluid leakage therepast, irregardless of whether
the predominant fluid pressure is acting on the ball element from below or above.
[0016] Since certain changes or modifications may be made in the disclosed embodiment without
departing from the inventive concepts involved, it is the aim of the appended claims
to cover all such changes and modifications falling within the true spirit and scope
of the present invention.
1. Valve apparatus adapted for use in a well bore, characterized by: tubular housing
means defining a flow passage; valve means rotatable about an axis that is transverse
to said flow passage between open and closed positions; seat means surrounding said
flow passage and having a seat surface and seal means coacting with said valve means
in said closed position to block fluid flow through said flow passage; and pressure
responsive means for forcing said seat surface against said valve means in response
to a predominate pressure either upstream or downstream of said valve means.
2. The apparatus of claim 1 characterized in that said pressure responsive means includes
piston means movable relative to said housing and said seat means and being sealingly
slidable with respect thereto, said piston means having one side subject to the pressure
of fluids upstream of said valve means and the other side subject to the pressure
of fluids downstream of said valve means.
3. The apparatus of claim 2 characterized by first seal means between said piston
means and said seat means and defining a first seal diameter; second seal means between
said piston means and said housing means and defining a second seal diameter, the
engagement of said seal means on said seat means with said valve means defining a
third seal diameter, said first diameter being lesser than said third diameter.
4. The apparatus of claim 3 characterized in that said second diameter is greater
than said third diameter.
5. The apparatus of any one of claims 1-4 characterized by spring means reacting between
said seat means and said housing means for biasing said seat means toward said valve
means.
6. The apparatus of claim 1 characterized in that valve means comprises a ball valve;
in that said seat surface and seal means comprises a retainer ring surrounding said
flow passage and having a spherical annular seat surface and carry valve seal means
that coact with an outer peripheral surface of said ball valve means in said closed
position to block fluid flow through said flow passage; and in that said pressure
responsive means comprises floating piston means sealingly engaging said retainer
ring and said housing means and movable between limit positions where an upper surface
thereof abuts said housing means and a lower surface thereof abuts said retainer rings,
said lower surface being subject to the pressure or fluids upstream of said valve
means and said upper surface being subject to the pressure of fluids downstream of
said valve means.
7. The apparatus of claim 6 characterized by a first seal ring between said piston
means and said retainer ring and defining a first seal diameter; and second seal means
between said piston means and said housing means and defining a second seal diameter,
the engagement of said valve seal means with said outer peripheral surface of said
ball valve means definina a third seal diameter, said first diameter being lesser
than said third diameter.
8. The apparatus of claim 7 characterized in that said second diameter is greater
than said third diameter.
9. The apparatus of claim 8 characterized by spring means reacting between said retainer
ring and said housing for biasing said retainer ring toward said ball valve means.