Angled Segmented Backup Ring Axial Extrusion

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Solution Overview

Problem

Traditional downhole sealing element anti-extrusion backup designs, such as split rings, metal petal rings, and segmented rings, face limitations in maintaining sealing ability under high pressure and temperature due to extrusion gaps that compromise the containment of the sealing element.

Innovation Solution

An angled segmented backup ring design featuring radially inward slots and overlapping segments that expand axially, minimizing axial gaps and preventing extrusion, is used in conjunction with a radially expandable tubular seal element to enhance sealing performance.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If traditional segmented backup rings are used, then the sealing element is protected from radial extrusion, but axial gaps are created that compromise sealing ability under high pressure

Engineering Contradiction:
Improvesealing abilityVSAvoidaxial extrusion gaps
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

The slots in the segmented backup ring are positioned asymmetrically at non-180-degree intervals (e.g., 120-degree intervals for three slots), creating overlapping segments when the ring expands radially. This asymmetric configuration eliminates continuous axial extrusion paths while maintaining radial expansion capability, preventing both radial and axial extrusion of the sealing element.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The backup ring is divided into multiple segments by radial slots, allowing each segment to expand independently when radial pressure is applied. This segmentation enables the ring to conform to the casing inner diameter while the overlapping arrangement of segments blocks axial extrusion paths, resolving the contradiction between radial expansion and axial gap prevention.

Inventive Principle:
Principle #1Segmentation

2Ease of operation

If split rings with opposed scarf cuts are used, then the rings can expand radially to contact the casing, but the width between ring ends creates significant extrusion volume that decreases rubber pressure

Engineering Contradiction:
Improveradial expansionVSAvoidsealing pressure
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The solution transitions from considering only radial expansion to incorporating axial overlap in the segment arrangement. By positioning slots at asymmetric angles, the segments overlap in the axial dimension when radially expanded, creating a three-dimensional barrier that blocks extrusion paths without compromising radial expansion capability or sealing pressure.

Inventive Principle:
Principle #17Another dimension (Dimensionality change)

3Reliability

If metal petal rings are used, then the petals flex outward to contact the casing wall and trap rubber, but gaps between petals during expansion become extrusion paths

Engineering Contradiction:
Improveextrusion containmentVSAvoidnumber of stacked petals
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The segmented backup ring combines the radial expansion capability of flexible rings with the extrusion-blocking effectiveness of overlapping segments. The asymmetric slot configuration creates a composite structure where the rigid segment boundaries and overlapping geometry work together to eliminate extrusion paths, achieving effective containment without requiring multiple stacked components.

Inventive Principle:
Principle #40Composite materials

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 angled segmented backup ring effectively reduces the need for secondary backup rings by eliminating axial gaps during expansion, thereby improving the resistance to element extrusion and maintaining sealing integrity under high pressure and temperature conditions.

Implementation Method 1

Once the element setting pressure is applied, the rings expand radially outward and contact the casing inner diameter

Methodology Applied
Scientific EffectRadial expansion: Elasticity

Implementation Method 2

The petals trap the element rubber from extruding outwards past the clearance between the packer outer diameter and the casing inner diameter, due to the outward pressure on the petals from the element rubber and the friction between the petals and the casing inner diameter

Methodology Applied
Scientific EffectFriction: Friction

Data Source

PatentUS9739106B2Angled segmented backup ring
Publication Date: 2017.08.22 SCHLUMBERGER TECH CORP
  • US9739106B2 patent drawing
  • US9739106B2 patent drawing
  • US9739106B2 patent drawing

AI summary

An angled segmented backup ring includes a plurality of slots extending radially inward from an outer surface and extending axially parallel to one another and non-parallel to a longitudinal axis and a plurality of the segments defined by the plurality of slots. The adjacent segments may overlap one another in the axial direction.