Annular Packer Setting via Exterior Piston Actuation

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Solution Overview

Problem

Existing annular packing devices in the oil and gas industry often have leak paths and complex setting mechanisms, increasing costs and requiring additional signals to set the packing elements, whereas a simpler, leak-proof solution actuated by annulus pressure is desirable.

Innovation Solution

An annular packer with a solid mandrel and two sealing elements, where a piston moves radially to expand the second sealing element, creating a seal against the casing, and an equalization port is opened to release the initial seal while maintaining the second seal, utilizing a shearable device and spring for actuation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If flow paths are provided for setting packing elements, then the packing elements can be set by pressure application, but additional leak paths are created allowing formation fluid to travel into the wellbore

Engineering Contradiction:
Improvesetting mechanismVSAvoidseal integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The patent removes all flow paths from the tool body that could potentially leak formation fluid into the wellbore. The setting mechanism is extracted and relocated to the exterior of the mandrel, where it operates independently of the central bore flow paths. This separation ensures that pressure application for setting does not create leak paths through the tool.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The patent introduces an intermediary setting mechanism located on the exterior of the mandrel that transfers pressure from the annulus to the packing elements without creating direct flow paths through the tool body. This intermediary structure allows setting functionality while maintaining seal integrity.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Measurement precision

If complex setting mechanisms such as electronic or acoustic signals are used, then precise control of packing element setting is achieved, but device complexity and costs increase

Engineering Contradiction:
Improvesetting controlVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The packing elements are designed to set automatically in response to pressure application from the annulus. The exterior setting mechanism utilizes the applied pressure directly to drive the packing elements against the casing, eliminating the need for external electronic or acoustic control systems. This self-service approach achieves sufficient control precision while dramatically reducing device complexity.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The patent employs pneumatic/hydraulic pressure from the annulus as the direct actuating force for the setting mechanism. Pressure applied to the annulus is transmitted through the exterior setting mechanism to expand and set the packing elements, replacing complex electronic/acoustic control systems with a simple pressure-responsive mechanical system.

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Adaptability or versatility

If electronic or acoustic signals are transmitted to set packing elements, then remote actuation is enabled, but additional equipment and operational steps are required

Engineering Contradiction:
Improveremote actuation capabilityVSAvoidsignal transmission system
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The patent uses pneumatic/hydraulic pressure transmitted through the annulus as the actuating medium for remote setting. Pressure applied at the surface propagates through the annulus to the exterior setting mechanism, enabling remote actuation without electronic or acoustic signal transmission systems. This approach maintains adaptability while eliminating complex signal transmission equipment.

Inventive Principle:
Principle #29Pneumatics and hydraulics

4Reliability

If a solid mandrel with no flow paths is used, then leak paths are eliminated, but setting mechanism integration becomes more difficult

Engineering Contradiction:
Improveseal integrityVSAvoidsetting mechanism integration
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent relocates the setting mechanism from the interior of the mandrel to the exterior surface. This dimensional relocation allows the solid mandrel to maintain its leak-free interior while the exterior setting mechanism integrates pressure application and packing element actuation. The setting mechanism operates in a different spatial dimension (exterior vs. interior), resolving the conflict between solid structure and mechanism integration.

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

Solution Approach 2:

The patent segments the tool into distinct functional zones: the solid mandrel interior for fluid flow without leak paths, and the exterior surface for setting mechanism operations. This segmentation allows each zone to optimize its function independently - the interior maintains seal integrity while the exterior provides setting capability.

Inventive Principle:
Principle #1Segmentation

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 solution provides a reliable, cost-effective annular seal without additional flow paths or complex mechanisms, ensuring the integrity of the seal during and after pressure equalization.

Implementation Method 1

A pressure differential exterior of the mandrel moves the first piston from the first position to the second position

Methodology Applied
Scientific EffectPressure differential: Pressure Gradient

Implementation Method 2

The annular packer may include a spring that biases the first sealing element to move away from the casing towards the exterior of the mandrel

Methodology Applied
Scientific EffectSpring force: Spring

Implementation Method 3

The annular packer may include a shearable device that selectively retains the first piston in its first position, wherein the shearable device is configured to shear and release the first piston at a predetermined pressure differential

Methodology Applied
Scientific EffectShear stress: Shear Stress

Data Source

PatentUS9580989B2Interventionless method of setting a casing to casing annular packer
Publication Date: 2017.02.28 BAKER HUGHES CO
  • US9580989B2 patent drawing
  • US9580989B2 patent drawing
  • US9580989B2 patent drawing

AI summary

An annular packer to create an annulus seal that includes a solid mandrel with a first end, second end, central bore, and exterior. The annular packer includes first and second sealing elements connected to the exterior. The second sealing element is expanded radially by axial movement of at least a portion of the second sealing element. The annular packer includes a first piston movable from a first position to a second position. Pressure applied exterior of the mandrel moves a portion of the first sealing element away from the mandrel to create a first seal causing a pressure differential. The pressure differential moves the first piston to its second position axially moving at least a portion of the second sealing element to create a second seal against the casing. A port may be opened releasing the first seal, but the second seal remains set against the casing.