Downhole Packer Locking Mechanism for Non-Standard Threads

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Solution Overview

Problem

Downhole packers face challenges when dealing with non-standard thread sizes in tubular members, requiring separate packers or adapters, which complicates the sealing process in wellbores.

Innovation Solution

A downhole packer design featuring a locking member with a tapered outer surface and a reverse-tapered drive ring, along with a cap and sealing element, that secures to the tubular by applying a radially-inward force, allowing for engagement regardless of thread size, and actuates radially-outward upon compressive force for sealing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Adaptability or versatility

If standard size threads are employed on the mandrel, then the packer can be connected with upper and lower tubular members using threaded connections, but the packer cannot engage tubular members with non-standard thread sizes

Engineering Contradiction:
Improvethread size compatibilityVSAvoidpacker configuration
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

The packer is designed with a universal connection system that can accommodate both standard and non-standard thread sizes. The mandrel incorporates multiple sets of threads with different pitch and diameters, allowing the same packer to engage various tubular members regardless of their thread specifications, thereby eliminating the need for separate packers or adapters.

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

Solution Approach 2:

The connection interface of the mandrel is segmented into multiple thread sections, each designed for different thread sizes. This segmentation allows selective engagement with appropriate threads based on the tubular member being connected, providing versatility without requiring entirely different packer designs.

Inventive Principle:
Principle #1Segmentation

2Adaptability or versatility

If separate packers or adapter subs are used for non-standard thread sizes, then engagement with various tubular members is possible, but the sealing process becomes complicated

Engineering Contradiction:
Improvethread size compatibilityVSAvoidsealing process
Core Design Contradiction:
Adaptability or versatilityVSEase of operation

Solution Approach 1:

The invention merges the functions of multiple separate packers and adapter subs into a single integrated packer design. The mandrel combines multiple thread types, the sealing element, and the connection mechanism into one unified device, eliminating the need for separate components and simplifying the sealing process by reducing the number of assembly steps and potential failure points.

Inventive Principle:
Principle #5Merging (Combining)

3Reliability

If a locking member with tapered outer surface and reverse-tapered drive ring is used, then secure engagement with the tubular is achieved, but the structure becomes more complex

Engineering Contradiction:
Improveengagement securityVSAvoidlocking mechanism structure
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The locking mechanism utilizes tapered and reverse-tapered surfaces that create a self-centering and self-locking effect. The curved tapered surfaces allow the locking member to progressively engage with the drive ring, distributing forces evenly and creating a secure mechanical interlock that relies on geometric shapes rather than complex multi-component mechanisms.

Inventive Principle:
Principle #14Spheroidality (Curvature)

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

Enables secure sealing in wellbores with non-standard thread sizes without the need for additional adapters, ensuring reliable fluid isolation and operational efficiency.

Implementation Method 1

moving at least one of the first cap and the first drive ring axially toward the other causes the first drive ring to apply a radially-inward force on the first locking member such that the first locking member is positionally fixed to the tubular

Methodology Applied
Scientific EffectMechanical Force: Mechanical Force

Implementation Method 2

The sealing element is configured to expand radially-outward in response to application of an axially-directed, compressive force

Methodology Applied
Scientific EffectElastic Deformation: Elasticity

Data Source

PatentUS9739112B2Downhole packer
Publication Date: 2017.08.22 TIER 1 ENERGY SOLUTIONS
  • US9739112B2 patent drawing
  • US9739112B2 patent drawing
  • US9739112B2 patent drawing

AI summary

A downhole packer includes a first locking member positioned at least partially around an outer surface of an oilfield tubular. The first locking member includes an inner surface that engages the outer surface of the oilfield tubular, and a tapered outer surface. A drive ring is positioned at least partially around the first locking member. The drive ring includes a reverse-tapered inner surface that engages the tapered outer surface of the first locking member. A first cap is movably coupled with the drive ring, disposed at least partially around the first locking member, and axially engaging the first locking member. Moving at least one of the first cap and the drive ring toward the other causes the drive ring to apply a radially-inward force on the first locking member, causing the first locking member to be secured to the tubular.