Packer Release Compaction Joint for Wellbore Compression Relief

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Solution Overview

Problem

Existing devices in wellbores, such as packers, often become locked in place due to thermal, pressure, or mechanical forces, making it difficult or impossible to remove them without additional tools or processes, especially when the pipe below the packer expands or becomes fixed by sand, preventing the slip from releasing from the casing.

Innovation Solution

A packer release compaction joint that shifts a sleeve to create space for the pipe to move downward, allowing the slip to disengage from the casing, utilizing a shifting tool to relieve compression and facilitate the retrieval of the packer by shearing shear elements, with a load ring to absorb and transfer compressive loads, reducing the force required for movement.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a packer is set in the well by applying force to an elastomeric element, then the packer is locked in place and fluid flow is restricted, but the packer becomes difficult or impossible to remove due to thermal, pressure, or mechanical forces

Engineering Contradiction:
Improvepacker locking reliabilityVSAvoidpacker removal difficulty
Core Design Contradiction:
ReliabilityVSEase of operation

Solution Approach 1:

The packer system is divided into multiple components including the packer body, elastomeric element, and a separate release tool. The release tool can be independently deployed to address the locking mechanism without requiring removal of the entire packer assembly, thereby maintaining reliable locking while enabling removal when needed.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A release tool acts as an intermediary device between the operator and the locked packer. This tool interfaces with the packer's locking mechanism to apply controlled forces that can overcome the thermal, pressure, or mechanical forces preventing removal, without requiring direct manipulation of the packer itself.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Stability of the object's composition

If pipe below the packer is gravel packed or closely spaced, then the pipe cannot move or is fixed in place, but this prevents the slip from releasing from the casing when packer removal is needed

Engineering Contradiction:
Improvepipe position stabilityVSAvoidslip release capability
Core Design Contradiction:
Stability of the object's compositionVSEase of operation

Solution Approach 1:

The release tool is designed to perform preliminary actions by first engaging with the packer's slip mechanism before attempting to move the pipe. This allows the slip to be released from the casing through controlled mechanical action on the slip teeth, creating the necessary clearance before any pipe movement is required.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system transitions from a static locked state to a dynamic release state through the application of controlled forces by the release tool. The tool can apply varying forces to overcome the friction and mechanical interlocking between the slip teeth and casing, enabling the pipe to move from its fixed position when removal is needed.

Inventive Principle:
Principle #15Dynamics

3Force

If forces are applied to the bottom of the packer to lock it in place, then the packer is securely positioned, but these same forces prevent the slips from releasing when removal is attempted

Engineering Contradiction:
Improvepacker locking forceVSAvoidslip release difficulty
Core Design Contradiction:
ForceVSEase of operation

Solution Approach 1:

The release tool extracts or removes the locking force by applying counter-forces to the slip mechanism. By engaging with the slip teeth and applying forces in the opposite direction to the locking forces, the tool can overcome the mechanical interlocking and enable the slip to release from the casing.

Inventive Principle:
Principle #2Taking out (Extraction)

Solution Approach 2:

Instead of applying forces in the same direction as the locking mechanism, the release tool applies forces in the opposite direction. This inversion of the force application approach allows the tool to overcome the locking forces and enable slip release, effectively reversing the mechanical action that created the lock.

Inventive Principle:
Principle #13The other way round (Inversion)

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 successful retrieval of packers without the need for milling, providing certainty in the release process and reducing the risk of pipe buckling and compression issues, allowing for reliable operation even in deepwater completions with varying loads.

Implementation Method 1

A packer release compaction joint is provided below a packer in a wellbore. The packer release joint relieves compression in the pipe by shifting a sleeve that enables the device to scope inward and provide space for tubing movement to relieve pipe buckling and compression.

Methodology Applied
Scientific EffectMechanical Force: Mechanical Force

Implementation Method 2

with a load ring to absorb and transfer compressive loads, reducing the force required for movement

Methodology Applied
Scientific EffectCompression: Compression

Implementation Method 3

allowing the slip to disengage from the casing, utilizing a shifting tool to relieve compression and facilitate the retrieval of the packer by shearing shear elements

Methodology Applied
Scientific EffectShear Stress: Shear Stress

Data Source

PatentUS9637985B2Packer release compaction joint
Publication Date: 2017.05.02 HALLIBURTON ENERGY SERVICES INC
  • US9637985B2 patent drawing
  • US9637985B2 patent drawing
  • US9637985B2 patent drawing

AI summary

Certain aspects are directed to a device designed to relieve compression in a length of pipe. The device provides a load ring that can absorb and isolate load until a shear sleeve is shifted and shear pins are sheared. A specific aspect provides a packer release compaction joint that has a shifting sleeve having a first internal shoulder configured to engage a shifting tool; a shear sleeve having a raised abutment; a load ring mounted on the shear sleeve, the load ring having an outer diameter and positioned forward of the first side of the raised abutment; a snap ring mounted around the outer diameter of the load ring. Action of a shifting tool against the first internal shoulder of the shifting sleeve causes the snap ring to move away from the load ring and move to the second side of the raised abutment.