Downhole Flat-Jack Stress Measurement for Deep Borehole Walls

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Solution Overview

Problem

Current methods for measuring in-situ stress in deep rock formations are unreliable due to invalid assumptions and operational limitations, leading to significant uncertainties in geomechanical modeling and costly failures in drilling and subsurface operations.

Innovation Solution

A tool and method using a flat-jack stress measurement device that cuts a slot in the borehole wall and measures stress by inflating a flat-jack to compensate for stress release, allowing direct measurement of in-situ stress through hydraulic fluid pressure, controlled by a wireline system.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If hydraulic fracturing is used to measure in-situ stress, then the measurement process is simple and consistent for S hmin, but the estimate of S Hmax is unreliable and the method has operational limitations in ultra-deep formations

Engineering Contradiction:
Improvemeasurement process simplicityVSAvoidstress measurement reliability
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The invention extracts the stress measurement function from the complex hydraulic fracturing process by using a dedicated flat-jack device that directly applies controlled deformation to the borehole wall. This separates the measurement of principal stress components from the confounding factors of fluid injection, allowing reliable measurement of both S hmin and S Hmax without operational limitations.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

The flat-jack stress measurement device provides universal functionality by measuring all three principal stress components (S v, S hmin, S Hmax) through a single integrated system, whereas hydraulic fracturing can only reliably measure S hmin and requires separate, less reliable methods for the other components.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Adaptability or versatility

If borehole breakouts are used to infer S Hmax, then the method can be applied in deep wells, but the reliability remains very poor due to invalid assumptions

Engineering Contradiction:
Improveapplicability in deep wellsVSAvoidS Hmax measurement reliability
Core Design Contradiction:
Adaptability or versatilityVSReliability

Solution Approach 1:

The invention replaces the indirect geometric inference method (borehole breakout analysis) with a direct mechanical measurement system. The flat-jack device physically applies controlled deformation and directly measures the resulting stress state, eliminating reliance on invalid assumptions about rock elasticity, homogeneity, and isotropy that plague breakout analysis.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

3Reliability

If direct measurement methods are developed for deep formations, then reliable stress data can be obtained, but the device complexity and operational difficulty increase

Engineering Contradiction:
Improvestress measurement reliabilityVSAvoidmeasurement tool complexity
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The flat-jack stress measurement device employs a nested structure where the flat-jack itself is contained within a housing that includes integration with the slot cutting system. This modular nested design allows the complex measurement functionality to be packaged in a compact, deployable form that can be lowered into the borehole and operated from surface.

Inventive Principle:
Principle #7Nested doll (Nesting)

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

Provides reliable and direct measurement of in-situ stress components, reducing uncertainties in geomechanical modeling and improving the success of drilling and subsurface operations.

Implementation Method 1

a flat-jack stress measurement device that cuts a slot in the borehole wall and measures stress by inflating a flat-jack to compensate for stress release, allowing direct measurement of in-situ stress through hydraulic fluid pressure

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Data Source

PatentEP4189362B1Downhole flat-jack in-situ stress tool (DFISS) for direct in-situ stress measurement in deep wells
Publication Date: 2026.02.11 SOROUSH HAMED
  • EP4189362B1 patent drawingFigure 1
  • EP4189362B1 patent drawingFigure 2A~2E
  • EP4189362B1 patent drawingFigure 4~6B

AI summary

A tool (100) for measuring direct in-situ stress in rock (10) surrounding a borehole (12) includes: a slot cutting system (136), a flat-jack stress measurement device (134), a hydraulic system (124), and a sensor (514). The slot cutting system (136) cuts a slot (502) having an original width in the rock (10) surrounding the borehole (12). The flat-jack stress measurement device (134) fits into the slot (502). The hydraulic system (124) expands the flat-jack stress measurement device (134) when it is in the slot to the original width of the slot (502). The sensor (514) measures pressure in the hydraulic system (124) when the flat-jack stress measurement device (134) has expanded to the original width of the slot (502).