Downhole Packer for Fluidic Shoe Isolation

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Solution Overview

Problem

Existing systems for closing a guide shoe in boreholes are complex, costly, and unreliable, requiring physical manipulation of mechanical components, which is difficult and inefficient.

Innovation Solution

A downhole system featuring a tubular string with a packer member that is selectively expandable to seal against the inner surface, fluidically isolating the screen liner or casing shoe from a ported zone, allowing for fluidic isolation without manual manipulation of mechanical components.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If existing mechanical systems are used to close the guide shoe, then the shoe can be closed, but the system becomes complex, costly, and unreliable requiring manual manipulation of mechanical components

Engineering Contradiction:
Improvereliability of shoe closureVSAvoidcomplexity of closure system
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent replaces complex mechanical closure systems with a simple packer element that can be deployed hydraulically or chemically. Instead of using mechanical components that require manual manipulation, the invention uses a packer that expands to seal against the borehole wall, isolating the shoe. This substitution eliminates the need for complex mechanical actuators, valves, and manual intervention while improving reliability.

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

Solution Approach 2:

The patent employs hydraulic or pneumatic pressure to deploy the packer element. Fluid pressure is used to expand the packer from a compressed state to a sealed state, isolating the shoe from the upper portion of the tubular string. This approach replaces complex mechanical closure mechanisms with simple fluid-powered deployment, reducing system complexity and improving reliability.

Inventive Principle:
Principle #29Pneumatics and hydraulics

2Ease of operation

If manual manipulation of mechanical components is used, then the shoe can be closed, but the operation becomes difficult and time-consuming

Engineering Contradiction:
Improveease of shoe closure operationVSAvoidtime for shoe closure operation
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The packer element is designed to self-deploy and self-seal when exposed to fluid pressure or chemical activation. Once the triggering mechanism is activated (either hydraulically or chemically), the packer automatically expands and seals against the borehole wall without requiring manual manipulation of mechanical components. This self-service mechanism dramatically simplifies operation and reduces the time required for shoe closure.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

By replacing manual mechanical manipulation with automated hydraulic or chemical deployment, the system eliminates the need for difficult manual operations. The packer is activated remotely through fluid pressure or chemical reaction, allowing easy operation from the surface without requiring downhole manual intervention.

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

3Reliability

If complex mechanical tools are used to close the shoe, then the shoe can be isolated, but the system becomes costly and difficult to manipulate

Engineering Contradiction:
Improvefluidic isolation of shoeVSAvoidease of system deployment
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The isolation system is segmented into separate functional components: the packer element, the triggering mechanism, and the tubular string. This segmentation allows each component to be manufactured independently using simpler, more cost-effective processes. The packer can be manufactured as a separate elastomeric or collapsible element, while the tubular string uses standard drilling equipment, reducing overall manufacturing complexity and cost.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

By replacing complex mechanical closure tools with a simpler packer-based system, the invention reduces manufacturing complexity. The packer can be manufactured using elastomeric molding or collapsible tube fabrication, which are simpler and more cost-effective than manufacturing complex mechanical closure tools with multiple moving parts, actuators, and sealing mechanisms.

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

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 reliable and efficient fluidic isolation of the shoe, reducing operational complexity and cost by allowing selective closure without manual manipulation of mechanical components.

Implementation Method 1

The packer member is selectively expandable to seal against the inner surface

Methodology Applied
Scientific EffectElastic expansion: Elasticity

Data Source

PatentUS10626688B2Shoe isolation system and method for isolating a shoe
Publication Date: 2020.04.21 BAKER HUGHES CO
  • US10626688B2 patent drawing
  • US10626688B2 patent drawing
  • US10626688B2 patent drawing

AI summary

A downhole system includes a first tubular having a first end, a second end, and an intermediate portion having an inner surface defining an interior. The second end includes one of a screen liner and a casing shoe. A second tubular is coupled to the first end of the first tubular. The second tubular includes a terminal end portion, a second end portion and a ported zone arranged between the terminal end portion and the second end portion. The terminal end portion and the ported zone extend into the interior of the first tubular. A packer member is arranged on the second tubular between the terminal end portion and the ported zone. The packer member is selectively expandable to seal against the inner surface to fluidically isolate the one of the screen liner and casing shoe from the ported zone.