# US 9,518,438 B2 · High temperature packers

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- Number: US 9,518,438 B2
- Document ID: US9518438B2
- Status: Granted
- Kind: B2
- Application number: 13/962,045
- Filed: 2013-08-08
- Published: 2014-02-13
- Granted: 2016-12-13
- Earliest claimed: 2012-08-09
- Assignees: Chevron U.S.A. Inc.
- Applicants: Kai Sun; Thomas Gary Corbett
- Inventors: Kai Sun; Thomas Gary Corbett
- Web page: https://patentgrep.com/patent/US9518438B2

## CPC

- E21B 33/12: Packers; Plugs (used for cementing E21B33/134, E21B33/16)
- E21B 33/128: with a member expanded radially by axial pressure (E21B33/122, E21B33/124 take precedence)
- E21B: EARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS

## Abstract

Self-initialized packers for use in high temperature steam injection applications in wellbores are provided. The packers include an actuating mechanism for setting a packing element for sealing within an openhole or cased hole. The actuating mechanism includes an actuator sleeve that includes an actuating element constructed from a shape memory alloy that has a transformation temperature range greater than a geothermal temperature of the wellbore, and is actuated upon heating from steam injection. Systems and methods of using the packers are also provided.

## Claims

### Claim 1

A packer for use in a wellbore, comprising:
a housing having a cavity extending therethrough;
a packing element coupled to an exterior of the housing, the packing element positionable between a normal state and a set state; and
an actuating mechanism for transitioning the packing element from the normal state to the setting state, wherein the actuating mechanism comprises an actuating element constructed from a shape memory alloy, wherein the actuating mechanism further comprises a piston movable between a first piston position and a second piston position, wherein when the piston is in the first piston position, the packing element is in the normal state, and wherein when the piston is in the second piston position, the packing element is in the set state.

### Claim 2 (depends on 1)

The packer of claim 1, wherein the actuating element has a transformation starting temperature in a range of between about 100 to about 450 degrees Fahrenheit, and the actuating element has a transformation ending temperature in a range of between about 150 to about 600 degrees Fahrenheit.

### Claim 3 (depends on 1)

The packer of claim 1, wherein the actuating element has a transformation starting temperature in a range of between about 200 to about 450 degrees Fahrenheit, and the actuating element has a transformation ending temperature in a range of between about 250 to about 600 degrees Fahrenheit.

### Claim 4 (depends on 1)

The packer of claim 1, wherein the actuating element has a transformation starting temperature and a transformation ending temperature greater than a geothermal temperature of the wellbore.

### Claim 5 (depends on 1)

The packer of claim 1, wherein the actuating element is cylindrical or bar-shaped.

### Claim 6 (depends on 1)

The packer of claim 1, wherein the actuating element is in an elongated state at a temperature below the actuating element's transformation starting temperature, and contracts to impart a setting force to the packer when heated to a temperature above the actuating element's transformation starting temperature.

### Claim 7 (depends on 1)

The packer of claim 1, wherein the actuating element is in a compressed state at a temperature below the actuating element's transformation starting temperature, and elongates to impart a setting force to the packer when heated to a temperature above the actuating element's transformation starting temperature.

### Claim 8 (depends on 1)

The packer of claim 1, wherein the actuating element is fully actuated and the packing element is in the set state when the actuating element is heated to a temperature above the actuating element's transformation ending temperature.

### Claim 9 (depends on 1)

The packer of claim 1, wherein the shape memory alloy is heated by steam injection to a temperature above the actuating element's transformation temperature.

### Claim 10 (depends on 1)

The packer of claim 1, wherein the shape memory alloy is selected from the group consisting of copper-aluminum-nickel, nickel-titanium-platinum, nickel-titanium-palladium, and nickel-titanium.

### Claim 11 (depends on 1)

The packer of claim 1, wherein the shape memory alloy has a recovery strain in the range of from about 5 to about 9 percent.

### Claim 12 (depends on 1)

The packer of claim 1, wherein the actuating mechanism includes an actuator sleeve comprising:
an actuator housing having a wall and a housing cavity extending therethrough, the actuator housing having a first end and a second end, the actuator housing having at least one channel therein, wherein the at least one channel is open to the second end; and
an actuating element positioned within the channel of the actuator housing, wherein the actuating element transitions from a normal state to a set state, wherein the actuating element comprises a shape memory alloy.

### Claim 13 (depends on 12)

The packer of claim 12, wherein the at least one channel extends through the wall from the first end to the second end.

### Claim 14 (depends on 12)

The packer of claim 12, further comprising an outer cup coupled to the first end of the housing.

### Claim 15 (depends on 12)

The packer of claim 12, further comprising an inner cup coupled to the second end of the housing, the inner cup positionable between a normal state and a set state.

### Claim 16 (depends on 15)

The packer of claim 15, wherein when the one or more actuating elements are in the set state, the inner cup is in the set state.

### Claim 17 (depends on 16)

The packer of claim 16, wherein when the inner cup is in the set state, the inner cup transfers a portion of a load exerted by the one or more actuating elements to set the packing element.

### Claim 18 (depends on 1)

The packer of claim 1, wherein the actuating mechanism further comprises a locking element coupled to the housing, wherein the locking element comprises a locking mechanism, and wherein the piston comprises a locking mechanism configured to engage the locking mechanism of the locking element and lock the packing element in the set state.

### Claim 19 (depends on 18)

The packer of claim 18, wherein the locking element comprises a guide slot, wherein the actuating mechanism comprises a load transfer mechanism coupled to the piston and movable within the guide slot.

### Claim 20 (depends on 1)

The packer of claim 1, wherein the actuating mechanism further comprises a shearing mechanism for preventing oversetting of the packer, wherein the shearing mechanism is a shear screw or a shear ring.

### Claim 21

An actuator sleeve for actuating a packer for use in a wellbore, the actuator sleeve comprising:
a housing having a wall and a housing cavity extending therethrough, the housing having a first end and a second end, the housing having at least one channel therein, wherein the at least one channel is open to the second end;
one or more actuating elements, wherein the actuating elements are positioned within the at least one channel of the housing, wherein the one or more actuating elements transitions from a compressed normal state to an elongated set state, wherein a portion of the one or more actuating elements exits the second end when in the elongated set state, wherein the actuating element comprises a shape memory alloy; and
an inner cup having an inner cup cavity extending therethrough, the inner cup coupled to the second end of the housing, wherein the housing cavity is aligned with the inner cup cavity, the inner cup positionable between a normal state and a set state, wherein the wall of the housing and the inner cup further comprise one or more grooves for receiving anti-rotation guide bars therein, wherein the anti-rotation guide bars prevent rotation of the inner cup with respect to the housing when the inner cup is in the set state.

### Claim 22 (depends on 21)

The actuator sleeve of claim 21, wherein the at least one channel extends through the wall from the first end to the second end.

### Claim 23 (depends on 21)

The actuator sleeve of claim 21, further comprising an outer cup having an outer cup cavity extending therethrough, the outer cup coupled to the first end of the housing, wherein the housing cavity is aligned with the outer cup cavity.

### Claim 24 (depends on 21)

The actuator sleeve of claim 21, wherein when the one or more actuating elements are in the elongated set state, the inner cup is in the set state.

### Claim 25 (depends on 21)

The actuator sleeve of claim 21, wherein when the inner cup is in the set state, the inner cup transfers a portion of a load exerted by the one or more actuating elements in the elongated set state.

### Claim 26 (depends on 21)

The actuator sleeve of claim 21, wherein the actuating element is in a compressed state at a temperature below the actuating element's transformation starting temperature, and elongates to impart a force to the inner cup when heated to a temperature above the actuating element's transformation starting temperature.

### Claim 27 (depends on 21)

The actuator sleeve of claim 21, wherein the shape memory alloy is selected from the group consisting of copper-aluminum-nickel, nickel-titanium-platinum, nickel-titanium-palladium, and nickel-titanium.

### Claim 28

An actuator sleeve for actuating a packer for use in a wellbore, the actuator sleeve comprising:
a housing having a wall and a housing cavity extending therethrough, the housing having a first end and a second end, the housing having at least one channel therein, wherein the at least one channel is open to the second end;
one or more actuating elements, wherein the actuating elements are positioned within the at least one channel of the housing, wherein the one or more actuating elements transitions from a compressed normal state to an elongated set state, wherein a portion of the one or more actuating elements exits the second end when in the elongated set state, wherein the actuating element comprises a shape memory alloy; and
an inner cup having an inner cup cavity extending therethrough, the inner cup coupled to the second end of the housing, wherein the housing cavity is aligned with the inner cup cavity, the inner cup positionable between a normal state and a set state, wherein the wall of the housing and the inner cup further comprise one or more grooves for receiving shear screws therein, wherein the shear screws shear when the one or more actuating elements transitions from the compressed normal state to the elongated set state, wherein shearing of the shear screws allows the inner cup to transition from the normal state to the set state.

### Claim 29 (depends on 28)

The actuator sleeve of claim 28, wherein the shape memory alloy is selected from the group consisting of copper-aluminum-nickel, nickel-titanium-platinum, nickel-titanium-palladium, and nickel-titanium.
