Bookend Seal Cartridge Assembly for Gap-Free Packer Expansion

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Solution Overview

Problem

Existing expansion mechanisms for tubular components in hydrocarbon exploration and production suffer from extrusion gaps and uneven support surfaces, leading to potential failure of packers and seals, and limited surface area for maximum force and pressure rating.

Innovation Solution

A combined seal and anchor assembly with a central slips cartridge and dual seal cartridges that move radially and circumferentially to form a constant outer diameter, providing radial and axial seals in compression, and includes support cones and energizing springs for maintaining compression load.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If segmented metallic rings are used for expansion mechanisms, then the structure can be compact and easier to deploy, but spaces are formed between segments during expansion creating extrusion gaps that lead to failure of packers or seals

Engineering Contradiction:
Improvestructure deploymentVSAvoidseal integrity
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The ring is divided into multiple segments that can expand and contract radially. Each segment is a separate component that moves independently, allowing the ring to expand from a compact collapsed state to a larger expanded state while maintaining structural integrity through the segmented design

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A seal element is introduced as an intermediary component between the segmented ring and the external environment. This seal element fills the extrusion gaps that form between segments during expansion, preventing fluid or gas leakage and maintaining system reliability without restricting the radial movement of segments

Inventive Principle:
Principle #24Intermediary (Mediator)

2Reliability

If multi-layered rings with offset segments are used to block extrusion gaps, then seal integrity is improved, but the ring creates uneven or stepped faces that are spatially inefficient and difficult to collapse reliably

Engineering Contradiction:
Improveextrusion gap blockingVSAvoidcollapsing reliability
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The seal element is positioned locally at the extrusion gaps between segments rather than creating a complex multi-layered offset structure throughout the entire ring. This localized sealing approach blocks extrusion gaps effectively while maintaining a smooth, uniform outer surface that enables reliable collapsing without spatial inefficiency or operational difficulty

Inventive Principle:
Principle #3Local quality

3Shape

If circumferentially lapped segments are used to avoid extrusion gaps, then a smoother surface is achieved, but the ring configuration becomes spatially inefficient and may be difficult to move back to collapsed configuration

Engineering Contradiction:
Improvesurface smoothnessVSAvoidspatial efficiency
Core Design Contradiction:
ShapeVSDevice complexity

Solution Approach 1:

The ring maintains its segmented structure with discrete segments that can move radially independently. This segmentation allows the ring to achieve a smooth outer surface when expanded while maintaining spatial efficiency in the collapsed state, as segments can be closely packed when retracted

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The ring structure is designed to be dynamic, transitioning between expanded and collapsed states through radial movement of segments. The segments can move outward to form a smooth expanded surface and then retract inward to achieve compact storage, with the ability to reliably return to the collapsed configuration through controlled radial motion

Inventive Principle:
Principle #15Dynamics

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 assembly ensures seamless expansion and contraction without gaps, enhancing the sealing and anchoring capabilities while maintaining a consistent surface area for increased force and pressure rating.

Implementation Method 1

configured to move radially outward and slide circumferentially relative to each other

Methodology Applied
Scientific EffectFriction: Friction

Implementation Method 2

first and second seal energizing spring assemblies disposed on opposite axial ends of the combined seal and anchor assembly and configured to maintain a minimum compression load against the seals

Methodology Applied
Scientific EffectElasticity: Elasticity

Data Source

PatentEP4419774B1Expanding and collapsing apparatus having bookend seal cartridges
Publication Date: 2026.03.04 SERVICES PETROLIERS SCHLUMBERGER SA
  • EP4419774B1 patent drawingFigure 1A~1D
  • EP4419774B1 patent drawingFigure 2A~2D
  • EP4419774B1 patent drawingFigure 3A~3B

AI summary

Systems and methods presented herein include expanding and collapsing apparatus that include a slips cartridge that is bookended by seal elements. The pressure (e.g., whether from uphole and/or from downhole of the downhole tool) pushes at axial points at which the seal elements abut the slips cartridge. In addition, all of the load is transferred to the wellbore casing, and not to an inner mandrel at all. Specifically, the inner mandrel only experiences the setting force in tension. In addition, the elastomer that is being used is not stretched during expansion, but simply moved as it is expanded.