Packer Spring Ratchet Seal Pressure Maintenance

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Solution Overview

Problem

Packer systems in wellbores face challenges in maintaining seal integrity across large temperature swings and limited setting force, leading to reduced contact pressure and potential leaks.

Innovation Solution

A packer system incorporating a spring and ratchet mechanism that compresses a packing element, with a ratchet mechanism preventing backward movement and utilizing stored spring energy to maintain seal contact during temperature changes and pressure reversals.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a packer system uses initial setting force to compress the packing element, then the seal is initially formed, but the contact pressure decreases during temperature swings and pressure reversals

Engineering Contradiction:
Improveseal integrityVSAvoidcontact pressure
Core Design Contradiction:
ReliabilityVSForce

Solution Approach 1:

The packer system transitions from a static initial setting force to a dynamic active maintenance mechanism. The ratchet mechanism allows unidirectional movement (setting direction) while preventing reverse movement, and the spring provides continuous active force to maintain contact pressure despite temperature swings and pressure reversals, making the system adaptive rather than static

Inventive Principle:
Principle #15Dynamics

Solution Approach 2:

The spring is pre-compressed during the setting operation to store mechanical energy. This preliminary action of compressing the spring creates a reservoir of force that is then released and maintained continuously to compensate for subsequent temperature-induced expansion/contraction and pressure reversals, ensuring the packing element remains compressed without requiring additional setting operations

Inventive Principle:
Principle #10Preliminary action

2Ease of operation

If the packer system allows free movement during setting, then the packing element can be compressed, but backward movement cannot be prevented leading to seal failure

Engineering Contradiction:
Improvesetting operationVSAvoidseal integrity
Core Design Contradiction:
Ease of operationVSReliability

Solution Approach 1:

The ratchet mechanism acts as an intermediary between the setting operation and the packing element. During setting, it allows free movement in the compression direction (maintaining ease of operation), but then mediates by blocking reverse movement to prevent seal failure, thus reconciling the contradiction between operational ease and seal integrity

Inventive Principle:
Principle #24Intermediary (Mediator)

3Device complexity

If the packer system uses only initial setting force, then the structure remains simple, but it cannot maintain seal pressure during temperature variations

Engineering Contradiction:
Improvemechanism complexityVSAvoidseal pressure maintenance
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The system changes the physical state and behavior of components based on temperature variations. The spring's mechanical energy storage and release characteristics change with temperature, and the ratchet mechanism's engagement/disengagement state changes in response to thermal expansion and contraction of the packing element, allowing the system to maintain seal pressure automatically without complex control systems

Inventive Principle:
Principle #35Parameter changes

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

The system effectively maintains seal pressure across temperature variations and pressure changes, preventing slop and ensuring consistent wellbore sealing despite temperature fluctuations and limited initial setting force.

Implementation Method 1

A piston of the packer system can simultaneously move in a second direction based on the applied pressure to compress a spring. Upon the spring being compressed and the first cylinder moving a predefined amount, an interfacing element, such as a snap ring, can couple the piston to the first cylinder and the second cylinder. So, if the packing element compresses further, for example, as a result of downhole conditions changing, energy stored in the compressed spring can be transferred to the piston, the interfacing element, the first cylinder, the second cylinder, and the retainer.

Methodology Applied
Scientific EffectSpring energy storage: Spring

Implementation Method 2

A ratchet mechanism of the packer system, which is coupled to the first cylinder, can prevent backward movement of the first cylinder and the second cylinder to lock in the setting force.

Methodology Applied
Scientific EffectRatchet mechanism: Ratchet

Data Source

PatentUS12044095B2Packer system with a spring and ratchet mechanism for wellbore operations
Publication Date: 2024.07.23 HALLIBURTON ENERGY SERVICES INC
  • US12044095B2 patent drawing
  • US12044095B2 patent drawing
  • US12044095B2 patent drawing

AI summary

A packer system includes a retainer positionable adjacent to a packing element and coupleable to a cylinder of a downhole tool in a wellbore. The retainer is moveable in a first direction along a mandrel of the downhole tool to compress the packing element to a compressed state and generate a seal in the wellbore or to set a slip in response to an applied pressure. The packer system includes a piston moveable in a second direction along the mandrel and configured to compress a spring in response to the applied pressure. The packer system includes an interfacing element configured to couple the cylinder to the piston subsequent to the cylinder moving a predefined amount. The packer system includes a ratchet mechanism configured to prevent movement of the cylinder in the second direction.