Packer Plug Check Valve Fluid Path Design

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Solution Overview

Problem

Current multi-stage hydraulic fracturing methods face challenges in efficiently isolating and perforating/fracturing different zones within a wellbore, leading to potential damage to fluid loss devices and inefficiencies in fluid management during the process.

Innovation Solution

The implementation of a packer plug with a check valve and nose cone design that allows fluid to exit during insertion but prevents backflow during extraction, ensuring the packer plug rests on a no-go shoulder and transfers compression forces directly, protecting the fluid loss device and allowing for effective isolation between fracturing zones.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a packer plug is used to isolate zones during multi-stage fracturing, then zone isolation efficiency is improved, but fluid loss devices may be damaged by fluid pressure and compression forces

Engineering Contradiction:
Improvezone isolation efficiencyVSAvoidfluid-induced damage to fluid loss device
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The packer plug is segmented into distinct functional components: a nose cone for initial insertion and fluid passage, a check valve assembly for directional fluid control, and an engagement member with no-go features for mechanical positioning. This segmentation allows each component to address specific problems independently, protecting the fluid loss device while maintaining isolation efficiency.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The check valve acts as an intermediary element between the fracturing fluid and the fluid loss device. It allows fluid to pass through during insertion and fracturing operations but prevents backflow that would otherwise exert damaging pressure on the fluid loss device, thus mediating the interaction between these two components.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Productivity

If the packer plug is designed to prevent backflow during extraction, then fluid management efficiency is improved, but device complexity increases

Engineering Contradiction:
Improvefluid management efficiencyVSAvoidpacker plug structure
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The check valve assembly is designed as a self-activating mechanism that automatically responds to fluid pressure direction. During insertion, fluid pressure opens the valve; during extraction, the same pressure mechanism causes the valve to close, preventing backflow. This self-service approach eliminates the need for external control systems, actuators, or complex valve control mechanisms.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The check valve utilizes hydraulic principles where fluid pressure itself becomes the actuating force. The valve opens when fluid pressure pushes it open during insertion and closes when pressure reverses during extraction, converting the fluid's own pressure into the control mechanism without requiring additional mechanical complexity.

Inventive Principle:
Principle #29Pneumatics and hydraulics

3Force

If the packer plug rests on a no-go shoulder to transfer compression forces, then force transfer efficiency is improved, but manufacturing precision requirements increase

Engineering Contradiction:
Improvecompression force transferVSAvoidno-go shoulder engagement
Core Design Contradiction:
ForceVSManufacturing precision

Solution Approach 1:

The engagement member features asymmetric no-go elements with specific geometric profiles that mate with corresponding no-go shoulders on the packer assembly. This asymmetric design creates a unique mechanical interlock that provides both precise positioning and efficient force transfer, while the geometry itself compensates for minor manufacturing variations through self-aligning features.

Inventive Principle:
Principle #4Asymmetry

Solution Approach 2:

The no-go shoulder engagement is designed with built-in mechanical cushioning features that absorb and distribute compression forces before they reach critical components. The geometric design of the engagement surfaces includes gradual transitions and load-distributing profiles that prevent stress concentration, reducing the impact of manufacturing tolerances on overall performance.

Inventive Principle:
Principle #11Beforehand cushioning (Prior cushioning)

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

This solution enhances the efficiency of fracturing operations by preventing fluid-induced damage to the fluid loss device, allowing direct force transfer and minimizing the need for adjustments based on bottom-hole pressures, thus reducing costs and operational complexity.

Implementation Method 1

the check valve is configured to allow downhole fluid to pass uphole through the fluid path as the packer plug is being pushed downhole, but substantially prevent uphole fluid from passing downhole through the fluid path as the packer plug is being pulled uphole

Methodology Applied
Scientific EffectCheck valve one-way flow control: Valve

Data Source

PatentUS11208869B2Static packer plug
Publication Date: 2021.12.28 HALLIBURTON ENERGY SERVICES INC
  • US11208869B2 patent drawing
  • US11208869B2 patent drawing
  • US11208869B2 patent drawing

AI summary

Provided is a packer plug. The packer plug, in this example, may include an engagement member having a no go feature configured to engage a no go shoulder of an associated packer assembly. The packer plug, in the example, further includes a nose cone having one or more nose cone openings coupled proximate a downhole end of the engagement member, and a check valve coupled proximate the engagement member. The check valve, engagement member, and nose cone, in this example, create a fluid path between a lower end and an upper end of the packer plug. Further to this example, the check valve is configured to allow downhole fluid to pass uphole through the fluid path as the packer plug is being pushed downhole, but substantially prevent uphole fluid from passing downhole through the fluid path as the packer plug is being pulled uphole.