Hydraulic Ratcheting Packer Setting for Premature Activation Control

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Solution Overview

Problem

Conventional hydrostatically activated tools in wellbores activate prematurely when fluid pressure exceeds a certain threshold, preventing fluid tests in the annulus or tubing before the packer is set, necessitating the use of shifting tools for activation.

Innovation Solution

A hydraulic ratcheting device requiring multiple pressure increases to activate a tool, allowing limited fluid introduction cycles before activation, eliminating the need for shifting tools.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of operation

If conventional hydrostatically activated tools are used, then the tool activates when fluid pressure exceeds a certain threshold, but this prevents fluid tests in the annulus or tubing before the packer is set

Engineering Contradiction:
Improvefluid testing capabilityVSAvoidpremature activation
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The activation mechanism is segmented into multiple stages: a first threshold pressure activates a piston to open a valve, allowing fluid to enter a chamber and gradually increase pressure to a second, higher threshold. This segmentation prevents premature activation while enabling controlled fluid testing at lower pressures before final packer setting.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The system performs preliminary actions by allowing fluid introduction and circulation at lower pressures before the final activation threshold is reached. The intermediate valve opening enables preparatory fluid testing and circulation without immediately activating the packer, giving operators time to perform necessary fluid tests.

Inventive Principle:
Principle #10Preliminary action

2Reliability

If shifting tools are used to activate the packer, then premature activation is avoided, but operational complexity and cost increase

Engineering Contradiction:
Improveactivation controlVSAvoidshifting tools
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The system uses self-service by allowing the hydraulic pressure from the wellbore fluid itself to activate the packer through a controlled multi-stage mechanism. The piston and valve system automatically responds to pressure increases, eliminating the need for external shifting tools or complex activation devices while maintaining reliable control over the activation timing.

Inventive Principle:
Principle #25Self-service

3Adaptability or versatility

If multiple pressure increases are required for activation, then fluid testing is enabled, but the activation process becomes more complex

Engineering Contradiction:
Improvefluid circulation capabilityVSAvoidpressure cycle control
Core Design Contradiction:
Adaptability or versatilityVSDevice complexity

Solution Approach 1:

An intermediate valve acts as a mediator between the wellbore pressure and the packer activation. The valve opens at a first pressure threshold to allow fluid entry into a chamber, then the accumulated pressure in this chamber gradually increases to a second threshold to activate the packer. This intermediary mechanism enables fluid circulation and testing while providing controlled, predictable activation.

Inventive Principle:
Principle #24Intermediary (Mediator)

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 controlled activation of downhole tools without building differential pressure, allowing multiple low-pressure cycles for fluid circulation and tool setting in open hole completions, reducing operational costs and time.

Implementation Method 1

an activation piston, comprising a first piston area exposed to a fluid source; a second piston area exposed to the valve chamber wherein the activation piston is configured to translate forward, in response to a pressure increase on the first piston area; push a liquid from the valve chamber into the activation chamber using the second piston area

Methodology Applied
Scientific EffectHydraulic pressure: Hydraulic Press

Implementation Method 2

the activation piston is further configured to translate backward, in response to a pressure decrease on the first piston area

Methodology Applied
Scientific EffectPressure decrease: Pressure Gradient

Data Source

PatentUS12503925B1Intervention-less method of setting open hole packers
Publication Date: 2025.12.23 HALLIBURTON ENERGY SERVICES INC
  • US12503925B1 patent drawing
  • US12503925B1 patent drawing
  • US12503925B1 patent drawing

AI summary

A hydraulic ratcheting device that includes an activation chamber, a valve chamber disposed adjacent to the activation chamber, and an activation piston that includes a first piston area exposed to a fluid source, and a second piston area exposed to the valve chamber, where the activation piston is configured to translate forward, in response to a pressure increase on the first piston area, and push a liquid from the valve chamber into the activation chamber using the second piston area.