# US 9,518,445 B2 · Bidirectional downhole isolation valve

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- Number: US 9,518,445 B2
- Document ID: US9518445B2
- Status: Granted
- Kind: B2
- Application number: 14/150,137
- Filed: 2014-01-08
- Published: 2014-07-24
- Granted: 2016-12-13
- Earliest claimed: 2013-01-18
- Assignees: Weatherford Technology Holdings, LLC
- Applicants: Weatherford Technology Holdings, LLC
- Inventors: Joe Noske
- Web page: https://patentgrep.com/patent/US9518445B2

## CPC

- E21B 21/103: {Down-hole by-pass valve arrangements, i.e. between the inside of the drill string and the annulus (valves specifically for maintaining circulation of drilling fluid while connecting or disconnecting tubular joints E21B21/019)}
- E21B 34/06: in wells
- E21B 34/10: operated by control fluid supplied from outside the borehole
- E21B 34/102: {with means for locking the closing element in open or closed position (E21B34/105 and E21B34/108 take precedence)}
- E21B 34/14: operated by movement of tools, e.g. sleeve valves operated by pistons or wire line tools {(E21B34/066 takes precedence)}
- E21B 2200/05: Flapper valves
- E21B: EARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS

## Abstract

An isolation valve for use in a wellbore includes: a housing; a piston longitudinally movable relative to the housing; a flapper carried by the piston for operation between an open position and a closed position, the flapper operable to isolate an upper portion of a bore of the valve from a lower portion of the bore in the closed position; an opener connected to the housing for opening the flapper; and an abutment configured to receive the flapper in the closed position, thereby retaining the flapper in the closed position.

## Claims

### Claim 1

An isolation valve for use in a wellbore, comprising:
a housing;
a piston longitudinally movable relative to the housing;
a flapper carried by the piston for operation between an open position and a closed position, the flapper operable to isolate an upper portion of a bore of the valve from a lower portion of the bore in the closed position;
an opener connected to the housing for opening the flapper; and
an abutment independently movable from the piston and configured to receive the flapper in the closed position, thereby retaining the flapper in the closed position.

### Claim 2 (depends on 1)

The isolation valve of claim 1, wherein:
the housing is tubular,
the housing has a coupling at each end thereof for assembly as part of a casing string,
the housing has a hydraulic chamber formed therein, and
the piston has a portion disposed in the hydraulic chamber.

### Claim 3 (depends on 1)

The isolation valve of claim 1, further comprising a hinge pivotally connecting the flapper to the piston.

### Claim 4 (depends on 1)

The isolation valve of claim 1, further comprising a slide hinge coupling the flapper to the piston.

### Claim 5 (depends on 1)

The isolation valve of claim 1, further comprising a spring biasing the flapper toward the closed position.

### Claim 6 (depends on 1)

The isolation valve of claim 1, wherein:
the opener is a flow sleeve, and
the piston is operable to move the flapper into engagement with the stationary flow sleeve,
the flapper is pushed to the open position by the engagement, and
the piston is further operable to move the flapper into a protective chamber formed between the flow sleeve and the housing.

### Claim 7 (depends on 6)

The isolation valve of claim 6, wherein:
the valve further comprises a hinge,
the flow sleeve has a tapered lower end, and
the flow sleeve is oriented relative to the flapper to engage a portion of the flapper adjacent the hinge.

### Claim 8 (depends on 1)

The isolation valve of claim 1, wherein:
the abutment is a shoulder of a lock sleeve operable to engage the housing, and
the isolation valve further comprises a linkage coupling the lock sleeve to the piston.

### Claim 9 (depends on 1)

The isolation valve of claim 1, wherein the abutment is a profile formed in the housing.

### Claim 10 (depends on 1)

The isolation valve of claim 1, wherein:
the flapper is curved, and
the abutment has a curvature complementary to a curvature of the flapper.

### Claim 11 (depends on 1)

The isolation valve of claim 1, further comprising one of:
a seat formed in a lower end of the piston; and
a cap connected to a lower end of the piston and having a seat formed therein,
wherein the flapper seals against the seat in the closed position.

### Claim 12 (depends on 11)

The isolation valve of claim 11, wherein the abutment has a port formed therethrough to prevent sealing between the flapper and the abutment.

### Claim 13 (depends on 1)

The isolation valve of claim 1, wherein:
the abutment is a shoulder of a lock sleeve operable to engage the housing, and
the isolation valve further comprises a latch fastening the lock sleeve to the housing.

### Claim 14 (depends on 1)

The isolation valve of claim 1, further comprising a latch operable to fasten the piston to the housing.

### Claim 15 (depends on 1)

The isolation valve of claim 1,
further comprising a linear spring biasing the flapper toward the closed position,
wherein the abutment is further operable to kickoff the flapper.

### Claim 16 (depends on 15)

The isolation valve of claim 15, wherein the abutment is operable between an expanded position for kickoff of the flapper and a compressed position for receiving the closed flapper.

### Claim 17 (depends on 1)

A system for use in drilling a wellbore, comprising:
the isolation valve of claim 1;
a hydraulic closer line connecting the isolation valve to a control station; and
the control station comprising a microcontroller (MCU) operable to calculate a differential pressure across the flapper.

### Claim 18 (depends on 1)

The isolation valve of claim 1, further comprising:
a lower wireless sensor sub having a proximity sensor for confirming closing of the flapper; and
an upper wireless sensor sub for receiving the confirmation and operable to transmit the confirmation to a wireless identification tag.

### Claim 19 (depends on 1)

The isolation valve of claim 1, further comprising a pressure relief device set at a design pressure of the flapper and operable to bypass the closed flapper.

### Claim 20 (depends on 1)

An isolation assembly, comprising:
the isolation valve of claim 1; and
a power sub for opening and/or closing the isolation valve and comprising:
a tubular housing having a bore formed therethrough;
a tubular mandrel disposed in the power sub housing, movable relative thereto, and having a profile formed through a wall thereof for receiving a driver of a shifting tool; and
a piston operably coupled to the mandrel and operable to pump hydraulic fluid to the isolation valve piston.

### Claim 21

A method of isolating a string in a wellbore, comprising:
deploying the string in the wellbore, the string having an isolation valve;
moving a piston of the isolation valve towards an abutment of the isolation valve;
moving the abutment independently of the piston;
closing a flapper of the isolation valve to isolate a bore of the valve; and
engaging the flapper with the abutment when the flapper is in the closed position.

### Claim 22 (depends on 21)

The method of claim 21, wherein the flapper seals against a seat of the isolation valve and does not seal against the abutment.

### Claim 23 (depends on 21)

The method of claim 21, wherein:
hydraulic fluid is supplied to move the piston via a hydraulic control line, and
the method further comprises:
shutting in the control line after closing the flapper; and
determining a differential pressure across the closed flapper by monitoring pressure in the shut in control line.

### Claim 24 (depends on 21)

The method of claim 21, wherein:
the casing string further has a power sub in fluid communication with the piston,
the drill string further has a shifting tool, and
hydraulic fluid is supplied to move the piston by driving the power sub with the shifting tool.

### Claim 25

An isolation assembly for use in a wellbore, comprising:
an isolation valve, comprising:
a housing;
a piston longitudinally movable relative to the housing;
a flapper for operation between an open position and a closed position, the flapper operable to isolate an upper portion of a bore of the valve from a lower portion of the bore in the closed position;
a sleeve for opening the flapper; and
a pressure relief device set at a design pressure of the flapper and operable to bypass the closed flapper; and
a power sub for opening and/or closing the isolation valve and comprising:
a tubular housing having a bore formed therethrough;
a tubular mandrel disposed in the power sub housing, movable relative thereto, and having a profile formed through a wall thereof for receiving a driver of a shifting tool; and
a piston operably coupled to the mandrel and operable to pump hydraulic fluid to the isolation valve piston.
