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30253 TECH
Supercedes 30252 TECH
PETRO-TECH TOOLS, INC. Date January 25, 1999
Page 1 of 12
INVERTIBLE PACKER
The Model "B" and Model "BL" Invertible Packer is ideal for use on coiled tubing or
conventional tubing in straight hole or deviated well applications, where the tubing
rotation required to actuate the Packer is not possible. The Invertible Packer is set and
released by simple set-down and pick-up motion of the tubing.
It may be run as a Tension Packer or as a Compression Packer and can be set and
released multiple times in one run.
The Model "B" and Model "BL" Packer is also available on request with a "Sealed"
Jay Mechanism (patented) for use in situations where poor well conditions might jam
the Jay Mechanism.
Operation:
Tension Packer
It is recommended that the Packer be run as a Tension Set tool on most well
treating applications where the differential pressure from below is expected to exceed
the pressure above the Packer. As a Tension Set tool in situations of reversed pressure
differential, pressure above the Packer tends to release the Packer, or shear the shear
screws, and must be offset by increased tension on the coiled tubing. (See "Effects of
Pressure on Packers", page 2).
Setting
With the tool in the jayed (unset) position, run the tool approximately 1 foot below
setting depth. Picking up on the coiled tubing will set the Packer (See "Setting Force
Chart", page 4). Each alternate set down and pick-up will first release, then set the
Packer.
Releasing
To release the Packer, simply set down approximately 1 foot below original setting
depth. This will automatically re-jay the mechanism and lock the tool in the unset
position for moving to another location or retrieving from the well.
Safety Release
If for any reason it is not possible to set down to release, or if the tool will not
release normally, it is possible to retrieve the Packer by picking up and shearing the
screws. (See "Shear Chart", page 4). This allows the Cone to drop away from the
Slips and release the Packer. All parts are retrieved with the Packer.
Compression Packer
Where a Tension Set Packer cannot be used, such as the upper Packer in a coiled
tubing hang-off or where the pressure above the Packer is expected to exceed the
pressure below the Packer, the Model "B" Invertible Packer may be run as a
Compression Set Packer by turning the tool upside down and reversing the Top and
Bottom Subs.
Setting
With the tool in the unset position, run the tool to the desired setting depth. Pick-up
approximately 1 foot above setting depth and set down weight to set the Packer.
Releasing
Simply pick-up to unset the Packer, to retrieve, or to move to another location.
F = A x (PT - PA),
where positive values for F are added to the forces to which the Shear Screws
are being subjected. Positive forces are upward forces.
Differential Area (in2)
Coiled Tubing 1" 1 1/4 1 1/2 1 3/4 2" 2 3/8
1 11/16 0.16 -0.09 -0.54 -1.08 - -
1 13/16 0.46 0.21 -0.23 -0.77 - -
2 1/8 0.95 0.70 0.26 -0.28 -0.92 -
2 1/4 1.38 1.13 0.69 0.15 -0.49 -
2 9/16 2.04 1.79 1.35 0.81 0.18 -0.56
2 11/16 2.41 2.16 1.72 1.18 0.54 -0.19
3 1/2 4.37 4.12 3.68 3.13 2.51 1.77
4 1/2 5.96 5.71 5.26 4.72 4.09 3.35
5 1/2 6.63 6.28 5.84 5.30 4.66 3.93
Annulus pressure greater than tubing pressure: Since the Packer only has one set
of Slips, consideration must be given to operations where pressure above the Packer
will exceed the pressure below the Packer. This condition will tend to unset the
Packer or shear the shear screws. Pressure above the Packer can be offset by pulling
additional upstrain on the coiled tubing, within the limits of the shear screws.
The Area Chart on page 4 gives the maximum area affected by annulus pressure.
To calculate the upstrain required to hold a differential from above:
1. Multiply the expected differential pressure by the area for the Packer size
from the chart.
AND 2. Add the setting force.
Note: Check to insure that this does not exceed the force for the number of
shear screws run.
Example: 2 1/8" Packer in 2 7/8" tubing on 1 1/4" coiled tubing. Annulus Pressure will
be 1,500 psi greater than the tubing pressure.
1. Pressure Force
3.45 sq. inch x 1,500 psi = 5,175 lbf
2. Setting force 3,000 lbf
Tension required at the packer = 8,175 lbf
Note: Minimum number of screws required is 5 (for 9500 lbf)
The maximum pressure differential that the shear screws can support in this "reversed"
setting method can similarly be calculated:
The middle chart on page 4 provides a quick reference based on the listed minimum
setting force and the maximum shear screws being used.
Compression Set
The safety release feature of the Packer is not utilized when the Packer is set in
Compression. Therefore, a full set of shear screws should be installed when running the
Packer as a Compression Packer.
Annulus pressure greater than tubing pressure: This condition adds pack-off force to
the tool and aids the tool operation. However, this condition tends to keep the Packer in the
set position and makes releasing more difficult. Annulus to tubing differential pressure
must be equalized prior to releasing.
Tubing pressure greater than annulus pressure: Since the Packer has only one set of
Slips, pressure from below the Packer will tend to unseat the Packer. Setting additional
weight on the Packer will thus be required. The calulation for the weight required is the
same as for a Tension Set Packer with "Annulus Pressure Greater Than Tubing Pressure."
(See page 2)
Note: In operations where it is not possible to equalize pressure across the Packer by
simply bleeding the higher pressure off prior to releasing the Packer, it is necessary to run
an equalizing valve above the Packer. This can be a Dump Valve, Circulating Sub, or
Unloader Valve. Care must be taken to ensure the valve's operation is compatible with the
Packer operation.
Area Chart
Size Annulus / Coiled Tubing Area (sq. in.)
Packer Tubing 1" 1 1/4 1 1/2 1 3/4 2" 2 3/8
1 11/16
2 3/8 2.3 1.9 1.4 0.7 - -
1 13/16
2 1/8
2 7/8 3.9 3.4 2.9 2.3 1.5 -
2 1/4
2 9/16
3 1/2 6.2 5.8 5.3 4.3 3.9 2.6
2 11/16
3 1/2 4 1/2 11.8 11.3 10.8 10.2 9.4 8.1
4 1/2 5 1/2 18.4 18.0 17.5 16.8 16.1 14.8
5 1/2 7" 30.1 29.7 29.1 28.5 27.8 26.5
Assembly:
Use anti-galling compound on all threads and downhole grease on all O-rings. Use soft
jaw vise and strap wrenches to avoid damage to parts.
1. Install O-rings in the Top and Bottom Subs.
2. Install Drag Springs as follows:
a) With the Mandrel in a vise with soft jaws, slide the Control & Spring Retainer
and Spring Retainer onto Mandrel.
b) Install the Drag Springs by making up the Button Head Cap Screws finger tight
c) Once all the Cap Screws have been installed, tighten all the screws
d) Check to assure that the parts slide smoothly over the Mandrel and that there is
no binding due to misaligned Drag Springs.
e) Remove these parts from Mandrel.
3. Install Slips on the Mandrel.
4. Slide the Jay Skirt over the Mandrel, and install the Jay Pin in the Jay Skirt and the Jay
Slot of the Mandrel. Make up the Control & Spring Retainer to the Slips. Check that the
Slips will move through all the Jay Slot positions with only vertical movement. If they
must be rotated this occurs, debris may be in the Jay Pin or the Jay Pin may be to
long. Install the set screw in the Slips.
5. Slide the Cone, Gage Ring, Packing Element and Shear Ring onto the Mandrel. Install
shear screws in the Shear Ring.
6. Make up the Top and Bottom Subs to the Mandrel.
Disassembly:
1. Remove the Top and Bottom Subs.
2. Remove the shear screws from the Shear Ring. If the shear screws will not come out,
shear them in place; then the shear screws can be removed from the Shear Ring by
screwing them inward. Slide Shear Ring, Packing Element, Gage Ring and Cone off
the Mandrel.
3. Remove the set screw from the Slips. Remove the Control & Spring Retainer from the
Slips and slide Drag Springs and Spring Retainer off the Packer.
4. Knock the Jay Pin from the Jay Skirt and slide the Jay Skirt and Slips off the Mandrel.
5. Remove the button head cap screws from the Drag Springs, the Control & Spring
Retainer and the Spring Retainer.
6. Thoroughly clean all parts. Inspect for damage and replace parts as necessary. Coat
all parts in oil to minimize corrosion damage.
* Supplied for #10-32 shear screws until 1 June 1998, unless requested for 1/4-20 shear screws
Note: Specification Guide on page 9 shows available Cone & Gage Ring OD’s for the above Slips
Dimensional Data
Dimensional Data
1 13/16 2 1/4 2 11/16
A 42" 46" 48"
B 12 1/8 13 3/8 14"
C 1.812 2.250 2.688
D 1.812 2.250 2.688
E 0.750 1.188 1.562
X
1" CS 1 1/4" CS 1 1/2" CS
Y
Dimensional Data
Part List