Packer with equalizing valve and method of use

Information

  • Patent Grant
  • 6474419
  • Patent Number
    6,474,419
  • Date Filed
    Monday, October 4, 1999
    25 years ago
  • Date Issued
    Tuesday, November 5, 2002
    22 years ago
Abstract
A packer with an equalizing valve for automatically equalizing the pressure above and below the packer element. The packer comprises a housing having an equalizing valve disposed therein. A packer element is disposed about the housing for sealingly engaging the wellbore. An equalizing valve is disposed in the housing and seals the housing to prevent flow therethrough when the packer element is actuated to engage the wellbore. The valve is movable in the closed position wherein communication through the housing is prevented to an open position so that the portion of the wellbore above the packer element may be communicated with a portion of the wellbore below the packer element while the element is in the set position so that pressure above and below the element may be equalized. Once the pressure is equalized, the packer can be unset and retrieved from the wellbore.
Description




BACKGROUND OF THE INVENTION




This invention relates to a packer apparatus for use in cased wellbores, and more specifically relates to a packer apparatus which will equalize the pressure above and below a packer element after the packer has been set, so that the packer may be easily disengaged from the wellbore or repositioned for additional use.




The use of different types of packers in wellbores to sealingly engage the wellbore or a casing in the wellbore is well known. There are a number of different types of packers, and packers are utilized for a number of different purposes. One type of packer utilizes a packer element which is compressed so that it will expand into and sealingly engage casing in a wellbore. Such packers are utilized for treating, fracturing, producing, injecting and for other purposes, and typically can be set by applying tension or compression to the work string on which the packer is carried. The packer can be utilized to isolate a section of the wellbore which may be either above or below the packer, depending on the operation to be performed.




Once a particular operation, for example fracturing a formation, has been performed, it may be desirable to unset or release the packer and move it to another location in the wellbore and set the packer again to isolate another section of the wellbore. Generally, a pressure differential across the packer element will exist after an operation in the wellbore is performed. For example, when fracturing fluid pumped through a work string is communicated with the wellbore adjacent a formation, the pressure above the packer element, which will be located below the formation, will be higher than the pressure below the packer element after the operation is performed. In order to unset the packer, the pressure above and below the packer element which engages the casing must be equalized. Normally, in order to equalize the pressure, the formation must be allowed to flow. If, because of the nature of the operation performed or due to the position of the packer, the pressure below a packer is greater than the pressure above the packer, pressure in the wellbore above the packer may be increased by displacing a higher or lower density fluid into the wellbore above the packer or by pressurizing the area above the packer. Once the pressure is equalized, the work string can then be manipulated to unset the packer.




There are a number of difficulties associated with the present methods of isolating formations utilizing packers lowered into a wellbore on coiled tubing. One manner of isolating sections is to utilize opposing cup packers which are well known in the art. To isolate a particular section of a wellbore, such a system utilizes upper and lower cup packers that are energized simply by flowing through a port between the packers which causes expansion of the packers by creating a differential pressure at the cups. Pressure may be equalized before attempting to move the packer by flowing the well back up the tubing. There are some difficulties associated with such a method, including leak-off and compression, and safety concerns because of the gasified fluids communicated to the surface. It is also sometimes necessary to reverse-circulate fluids to reduce the differential pressure used to set the cup packers. There are environments, however, where it is difficult to reverse-circulate. Although some opposing cup tools have a bypass which will allow the pressure above and below the tools to equalize, the bypasses cannot handle environments wherein fluids have a high solids content.




Although such a system may work adequately, compression packers are more reliable and create less wear on the coiled tubing. Compression packers utilized on coiled tubing to isolate a section of a wellbore typically have a solid bottom such that communication with the wellbore through the lower end of the packer is not possible and the only way to equalize pressure and unset the packer is by flowing the well or by pressurizing the wellbore. This presents many of the same problems associated with a dual cup packer system. If the tools are moved when differential pressure exists, damage may occur and such operations can be time-consuming and costly. Thus there is a need for a packer apparatus which can be repeatedly set and unset and moved within the wellbore without the need for flowing or pressurizing the wellbore to unset the packer.




There is also a need for such a packer apparatus which can be actuated primarily by reciprocation, so it can be effectively utilized on coiled tubing.




SUMMARY OF THE INVENTION




The present invention relates to a packer used for isolating formation in a wellbore. The packer has an equalizing valve which allows differential pressure across the packer element to be equalized after the packer has been set so that the packer can be easily unset and moved within the wellbore even in high solids environments.




The packer comprises a housing adapted to be connected in a work string lowered into the wellbore. The housing defines a longitudinal opening therethrough. An expandable packer element is disposed about the housing for sealingly engaging the wellbore, or the casing in the wellbore, below a desired formation which intersects the wellbore. The equalizing valve is disposed in the housing and is movable between an open and a closed position. In the open position, flow is allowed through the longitudinal opening in the housing through a lower end thereof into the wellbore. In the closed position, the equalizing valve seals the longitudinal opening so that flow through the housing is prevented. The valve moves to its closed position as the packer is actuated to set the packer element to sealingly engage the casing.




When the packer element sealingly engages the casing and the valve is in its closed position, the portion of the wellbore above the packer element is isolated from the portion of the wellbore therebelow. Thus, fluid may be displaced into the work string and through a port defined in the work string into the wellbore above the packer to perform a desired operation on the formation. If desired, the formation can be produced. When an operation requiring that fluid be displaced into the wellbore is performed, a pressure differential is created such that the pressure above the packer element exceeds that below the packer element. Once the desired operation is performed, it may be desirable to release the packer and to move the packer within the wellbore to another location to complete other operations or to retrieve the packer from the well. To unset the packer, the pressure above and below the packer element must be equalized before the packer can be moved or the tool string may be damaged. With the present invention, pressure is equalized by moving the valve from its closed to its open position, thereby unsealing the longitudinal opening in the housing and allowing the portion of the wellbore above the packer element to communicate with the portion of the wellbore below the packer element which will equalize the pressure above and below the element.




The packer housing includes a packer mandrel having a drag sleeve disposed thereabout. The packer element is disposed about the packer mandrel above the drag sleeve. The equalizing valve comprises a generally tubular element that is connected to a lower end of the drag sleeve and extends upwardly into the longitudinal opening defined by the packer mandrel and the drag sleeve. Communication is prevented by lowering the packer mandrel relative to the drag sleeve which is held in place by the casing in the wellbore. The valve will move upwardly relative to the mandrel until it engages a reduced diameter portion of the mandrel which effectively seals the opening and prevents flow therethrough. When it is desired to equalize pressure, upward pull is applied to the mandrel to allow flow therethrough and automatically equalize the pressure above and below the packer element.











BRIEF DESCRIPTION OF THE DRAWINGS





FIG. 1

shows the packer apparatus of the present invention disposed in a wellbore.





FIG. 2

schematically shows the packer apparatus set in a wellbore.





FIGS. 3A-3D

are partial section views of the packer apparatus of the present invention in the running position.





FIGS. 4A-4D

are partial section views of the packer apparatus in the set position.





FIGS. 5A-5D

are partial section views of the packer apparatus of the present invention in the retrieving position.





FIG. 6

shows a flat pattern of the J-slot defined in the packer mandrel of the present invention.





FIG. 7

shows an alternative embodiment of a drag sleeve of the present invention.











DETAILED DESCRIPTION OF A PREFERRED EMBODIMENT




Referring now to the drawings and more particularly to

FIGS. 1 and 2

, a packer designated by the numeral


10


is shown connected in a work string


15


disposed in a wellbore


20


. A casing


25


may be cemented in wellbore


20


. An annulus


30


is defined by work string


15


and casing


25


. As shown in

FIGS. 1 and 2

, wellbore


20


intersects a formation


35


which typically will be a hydrocarbon-containing formation. Casing


25


has perforations


40


adjacent formation


35


so that the formation is communicated with annulus


30


.




In addition to packer


10


, work string


15


may include a ported sub


42


connected to an upper end of packer


10


, blast joints


44


connected to ported sub


42


, a centralizer


46


and an upper packer


48


connected to centralizer


46


. The upper packer


48


may have a shear release joint


50


connected to the upper end thereof. Upper packer


48


may have a second centralizer


52


connected thereto. Centralizer


52


has a coiled tubing connector


54


connected thereto which is adapted to be connected to coiled tubing


56


.

FIGS. 1 and 2

show the apparatus


10


lowered into wellbore


20


as part of the work string


15


. Work string


15


is positioned so that packer


10


is positioned below formation


35


and packer


48


, which may be a cup packer of the type known in the art, is positioned above formation


35


.

FIG. 1

schematically shows apparatus


10


in a running or unset position


58


.

FIG. 2

schematically shows packer


10


in its set position


60


. Packer


10


is also shown in the running position


58


in

FIGS. 3A-3D

and in the set position


60


in

FIGS. 4A-4D

. Packer


10


is shown in

FIGS. 5A-5D

in a retrieving position


62


. A casing


25


is depicted by a dashed line in each of

FIGS. 3

,


4


and


5


.




Packer


10


comprises a housing


70


having an upper end


72


and a lower end


74


. Housing


70


defines a longitudinal opening


76


extending from the upper end


72


to the lower end


74


thereof Housing


70


is connected at threaded connection


78


to a lower end


80


of ported sub


42


. Ported sub


42


has an upper end


82


having threads


84


defined therein and is thus adapted to be connected in work string


15


between lower or first packer


10


and upper or second packer


48


. Ported sub


42


defines an interior or longitudinal flow passage


86


. Ported sub


42


also defines at least one and preferably a plurality of ports


88


defined therethrough intersecting flow passage


86


and thus communicating flow passage


86


with wellbore


20


, and particularly with annulus


30


.




Packer


10


further includes a packer element


90


, which is preferably an elastomeric packer element disposed about housing


70


. Housing


70


comprises a packer mandrel


92


having a drag sleeve


94


disposed thereabout. Packer element


90


is disposed about packer mandrel


92


above drag sleeve


94


. Packer mandrel


92


has an upper end


96


, a lower end


98


and defines a longitudinal opening


100


extending therebetween. Longitudinal opening


100


defines a portion of longitudinal opening


76


. Threads


102


are defined in packer mandrel


92


at upper end


96


on an inner surface


104


thereof. Packer mandrel


92


further defines an outer surface


105


.




Inner surface


104


of packer mandrel


92


defines a first inner diameter


106


, a second inner diameter


108


therebelow and extending radially inwardly therefrom, and a third inner diameter


110


extending radially inwardly from second diameter


108


. An upward facing shoulder


112


is defined by and extends between second and third inner diameters


108


and


110


, respectively. Inner surface


104


further defines a tapered surface


114


extending downwardly and radially outwardly from third inner diameter


110


to a fourth inner diameter


116


. A fifth inner diameter


118


has a magnitude greater than that of fourth inner diameter


116


and extends downwardly from a lower end


120


of fourth inner diameter


116


to lower end


98


of packer mandrel


92


.




A seal


122


having an upper end


124


and a lower end


126


is disposed in packer mandrel


92


and is preferably received in second inner diameter


108


. Seal


122


preferably includes an elastomeric seal element


128


and may have seal spacers


129


disposed in packer mandrel


92


to engage the upper and lower ends of seal element


128


. Seal


122


has an inner surface


130


defining an inner diameter


132


which is preferably substantially identical to or slightly smaller than third inner diameter


110


. Third inner diameter


110


and inner diameter


132


defined by seal


122


may be referred to as a reduced diameter portion


133


of packer mandrel


92


which, as explained in more detail below, will be sealingly engaged by the equalizing valve disposed in housing


70


. A seal retainer


134


having an upper end


136


and a lower end


138


is threadedly connected to packer mandrel


92


at threads


102


. Seal


122


is held in place by lower end


138


of seal retainer


134


and shoulder


112


.




Outer surface


105


defines a first outer diameter


140


and a second outer diameter


142


. A tapered shoulder


141


is defined on and extends radially outwardly from first outer diameter


140


above second outer diameter


142


. Second outer diameter


142


extends radially outwardly from and has a greater diameter than first outer diameter


140


.




Packer element


90


is disposed about outer surface


105


, preferably about first outer diameter


140


. Packer element


90


has an upper end


144


, a lower end


146


, an inner surface


148


and an outer surface


150


. A packer shoe


152


having an upper end


154


and a lower end


156


is disposed about packer mandrel


92


. Packer shoe


152


is connected to packer mandrel


92


with a screw


153


and shear pin


155


, or by other means known in the art. Screw


153


and shear pin


155


are not shown in views


4


A-


4


D and


5


A-


5


D simply for clarity. Lower end


156


of packer shoe


152


engages upper end


144


of packer element


90


.




A wedge


158


having an upper end


160


and a lower end


162


is disposed about outer surface


150


of packer mandrel


92


. Upper end


160


of wedge


158


engages lower end


146


of packer element


90


. Wedge


158


has an outer surface


163


which defines an outer diameter


164


which extends from the upper end


160


thereof a portion of the distance to lower end


162


and has a lower end


166


. Outer surface


163


of wedge


158


tapers radially inwardly from lower end


166


of outer diameter


164


to lower end


162


of wedge


158


and comprises a tapered surface


165


. When packer


10


is in running position


58


, lower end


162


of wedge


158


engages radially outwardly extending tapered shoulder


141


on outer diameter


140


of packer mandrel


92


.




Packer mandrel


92


defines a continuous J-slot


170


in the second outer diameter


142


thereof. J-slot


170


is shown in a flat pattern in

FIG. 6

, and will be explained in more detail hereinbelow. Drag sleeve


94


is disposed about packer mandrel


92


and along with packer mandrel


92


comprises housing


70


. Drag sleeve


94


has an outer surface


173


, an inner surface


175


, an upper end


174


and a lower end


176


which extends downwardly beyond lower end


98


of packer mandrel


92


, and comprises lower end


74


of housing


70


. A slip


178


is disposed about packer mandrel


92


above drag sleeve


94


. Slip


178


has an upper end


180


and a lower end


182


. Lower end


182


engages upper end


174


of drag sleeve


94


. An inner surface


184


of slip


178


has an upper portion


186


and a lower portion


188


. Upper portion


186


of inner surface


184


is a tapered surface


190


that extends radially outwardly from packer mandrel


92


and is adapted to engage tapered surface


165


on wedge


158


. Slip


178


is of a type well known in the art and has teeth


192


adapted to engage casing


25


. Leaf springs


194


extend upwardly from upper end


174


of drag sleeve


94


and are adapted to engage slip


178


and to prevent slip


178


from prematurely engaging the casing. A plurality of drag springs


196


are attached to drag sleeve


94


. Drag springs


196


extend radially outwardly from outer surface


173


, and will engage casing


25


when packer


10


is in its running and retrieving positions


58


and


62


, respectively. At least one, and preferably two lugs


198


are threadedly connected to drag sleeve


94


and extend radially inwardly from inner surface


175


. Lug


198


extends into and is retained in J-slot


170


defined in packer mandrel


92


.




Inner surface


175


of drag sleeve


94


has threads


200


defined thereon at the lower end


176


thereof. An equalizing valve


210


is threadedly connected to drag sleeve


94


at threads


200


and extends upwardly therefrom into packer mandrel


92


. Equalizing valve


210


has a lower end


212


and extends upwardly in housing


70


to an upper end


214


. Equalizing valve


210


is generally tubular and has a tapered upper end


214


. Upper end


214


is a ported upper end and thus includes a generally vertical opening


216


extending downwardly from the tip


215


thereof. At least one and preferably a plurality of radial ports


219


extend radially outwardly from the lower end


218


of vertical opening


216


through the side of equalizing valve


210


.




Equalizing valve


210


may be made up in sections which include ported valve tip


220


which is threadedly connected to a valve extension


222


having upper and lower ends


224


and


226


, respectively. A valve bypass insert


228


is threadedly connected to valve extension


222


. Valve bypass insert


228


is threadedly connected to threads


200


on drag sleeve


94


. Valve bypass insert


228


has a plurality of passageways


229


therethrough to provide for the communication of fluid therethrough.




The operation of packer


10


may be described as follows. Packer


10


is lowered into wellbore


20


as schematically depicted in

FIG. 1

on work string


15


. Drilling fluid or other fluid in the wellbore


20


may be communicated through valve bypass insert


228


into the housing and upward into ported sub


42


. Fluid in the wellbore


20


is also communicated through ports


88


in ported sub


42


. Running position


58


may also be referred to as an open position of the packer


10


since communication of fluid through housing


70


is permitted. Thus, when packer


10


is in running position


58


, equalizing valve


210


may also be said to be in an open position, which may be referred to as a first open position


230


. Packer


10


is lowered into the wellbore


20


until it reaches a desired location in the wellbore


20


, such as that schematically depicted in FIG.


1


. As shown therein, packer apparatus


10


is located below formation


35


and upper packer


48


is located above formation


35


in which an operation is to be performed. The operation may be production, treatment, fracturing or other desired operation.




As packer


10


is lowered into the wellbore


20


, J-slot


170


will engage lug


198


such that drag sleeve


94


moves downward with packer mandrel


92


. This is more easily seen in FIG.


6


. As shown therein, J-slot


170


has two packer set legs


232


A and


232


B, respectively, two packer run legs


234


A and


234


B, respectively and four packer retrieve legs


236


A,


236


B,


236


C and


236


D, respectively.




J-slot


170


also includes upper ramps


233


extending between the packer set legs


232


A-


232


B and the packer run legs


234


A-


234


B and has lower ramps


235


extending between adjacent packer retrieve legs


236


A-


236


D. When packer


10


is being lowered into the wellbore


20


, lug


198


will engage one of packer run legs


234


A-


234


B and in

FIG. 6

is shown engaging an upper end of packer set leg


234


A. When the packer


10


has reached its desired location, the work string may be lifted upwardly to move packer


10


from its running position


58


to its set position


60


. Upward pull on coiled tubing


56


will cause packer mandrel


92


to move upward relative to drag sleeve


94


which will be held in place by the engagement of drag springs


196


with casing


25


. Lug


198


will engage a lower ramp


235


which will cause rotation of drag sleeve


94


relative to packer mandrel


92


. Pull is continued until lug


198


is positioned over a retrieving leg


236


A-


236


D, and in

FIG. 6

, over leg


236


B. Coiled tubing


56


may then be released and allowed to move downwardly so that packer mandrel


92


moves downwardly relative to drag sleeve


94


and thus downward relative to equalizing valve


210


. Slip


178


is urged radially outwardly by wedge


158


to engage casing


25


. When slip


178


engages casing


25


, downward movement of wedge


158


stops. Packer shoe


152


will continue to move with packer mandrel


92


and will compress packer element


90


so that it sealingly engages casing


25


. Lug


198


will engage an upper ramp


233


, and as packer mandrel


92


continues to be lowered, drag sleeve


94


will rotate and lug


198


will be received in a packer set leg


232


A-


232


B, in this case leg


232


A until it reaches the set position


60


. When packer


10


is moved to its set position


60


, which may also be referred to as a closed position of the packer


10


, equalizing valve


210


moves upward relative to packer mandrel


92


to a closed position


240


such that it engages reduced diameter portion


133


and is sealingly engaged by seal


122


. Equalizing valve


210


thus moves to closed position


240


when the packer


10


is actuated to its set position


60


wherein packer element


90


sealingly engages casing


25


below formation


35


.




When the equalizing valve


210


is in closed position


240


, it seals longitudinal opening


76


such that communication through housing


70


is blocked. Thus, fluid may be displaced down coiled tubing


56


and through ports


88


to treat formation


35


, or the formation


35


may be produced through ports


88


. For example, if the formation


35


is to be fractured, fracturing fluid may be displaced down coiled tubing


56


and out ports


88


into annulus


30


and formation


35


. Displacement of fluid into annulus


30


through ports


88


will energize upper packer


48


so that it seals against casing


25


above formation


35


. Pressure above packer element


90


will increase as fracturing fluid is continually displaced through ports


88


into the annulus


30


between packer element


90


and upper packer


48


.




Once the desired operation, in this case fracturing, is complete, it will be desirable to either remove work string


15


from wellbore


20


or to move the work string


15


within the wellbore


20


to perform another operation at a different location within the wellbore


20


. In order to do so, it is necessary to equalize pressure above and below the packer element


90


.




To equalize the pressure, upward pull is once again applied to packer mandrel


92


by pulling upwardly on coiled tubing


56


. Packer mandrel


92


will move relative to equalizing valve


210


until radial ports


219


are below seal


122


. This will allow fluid in wellbore


20


between packers


10


and


48


to pass through ports


88


into longitudinal opening


76


defined by housing


70


, and out through valve bypass insert


228


into the wellbore


20


below packer element


90


. As pressure begins to equalize, upward pull on coiled tubing


56


will become easier and a greater flow area will be established when equalizing valve


210


is completely removed from reduced diameter portion


133


such that free communication is allowed from wellbore


20


into ports


88


and downward through housing


70


. Because free communication is allowed, pressure will equalize and the packer


10


can be easily unset simply by continuing to pull upwardly on packer mandrel


92


with coiled tubing


56


. Because there will be little or no differential pressure across packer element


90


, upward pull will allow the packer


10


to unset. The packer


10


can be pulled upwardly and retrieved, as depicted in

FIGS. 5A-5D

or if desired can be moved to another location in the wellbore


20


and can be reset so that treatment and/or production from another formation can occur. This process can be repeated as often as possible in individual formations in the wellbore


20


.




In the embodiment shown, lugs


198


are fixed to drag sleeve


94


. Thus, drag sleeve


94


will rotate when packer mandrel


92


is moved vertically such that ramp


233


or


235


, respectively, is engaged by lugs


198


. An alternate lug arrangement is shown in FIG.


7


.





FIG. 7

shows a drag sleeve


250


. Drag sleeve


250


is identical in all aspects to drag sleeve


94


except that drag sleeve


250


is comprised of two pieces and includes a rotatable ring with lugs attached thereto as will be described. Drag sleeve


250


, like drag sleeve


94


, has drag springs


196


and has ports


231


, along with the other features of drag sleeve


94


. Drag sleeve


250


comprises an upper portion


252


having a lower end


254


, and a lower portion


256


having an upper end


258


. Drag sleeve


250


has an inner surface


260


which defines an inner diameter


262


on upper portion


252


and an inner diameter


264


on lower portion


256


. Drag sleeve


250


has a recess


266


defined therein defining a recessed diameter


268


, which is recessed outwardly from inner diameter


262


. Recess


266


defines a downward facing shoulder


270


in upper portion


252


.




A lug rotator assembly


272


is disposed in drag sleeve


250


in recess


266


and is rotatable therein. The lug rotator assembly


272


comprises a rotator ring


274


having an outer diameter


276


and an inner diameter


278


. Outer diameter


276


is preferably slightly smaller than recessed diameter


268


so that rotator ring


274


will rotate in recess


266


. Inner diameter


278


is preferably substantially the same as inner diameter


262


. Lug rotator assembly


272


includes a pair of lugs


280


extending radially inwardly from inner diameter


278


. Lugs


280


are adapted to be received in J-slot


170


. Lugs


280


may have a generally cylindrical shaft portion


282


and a head


284


. Head


284


defines a shoulder


286


and will engage an opposite facing shoulder


288


defined in rotator ring


274


in openings


290


in which lugs


280


are received. Lug rotator assembly


272


is held in place by downward facing shoulder


270


and upper end


258


of lower portion


256


of drag sleeve


250


. Lug rotator assembly


272


will rotate relative to drag sleeve


250


when packer mandrel


92


is moved therein such that lugs


280


engage either the upper ramp


233


or the lower ramp


235


defined by the J-slot


170


. Vertical movement of the packer mandrel


92


after lugs


280


have engaged a ramp will cause lug rotator assembly


272


to rotate until the lugs


280


are positioned in a packer run leg, a packer set leg, or a packer retrieve leg depending on the operation to be performed. This insures an apparatus that can be moved between its set and unset positions, even in wellbores where drag sleeves tightly engage the casing such that the drag sleeve will not readily rotate to allow lugs fixed thereto to be moved within the J-slot to a desired position.




Although the invention has been described with reference to a specific embodiment, and with reference to a specific operation, the foregoing description is not intended to be construed in a limiting sense. Various modifications as well as alternative applications will be suggested to persons skilled in the art by the foregoing specification and illustrations. It is therefore contemplated that the appended claims will cover any such modifications, applications or embodiments as followed within the scope of the invention.



Claims
  • 1. A retrievable packer apparatus for isolating a subsurface formation intersected by a wellbore, the packer apparatus comprising:a packer mandrel adapted to be connected in a work string and lowered into the wellbore, the packer mandrel defining a longitudinal opening therethrough; a drag sleeve disposed about the packer mandrel, the drag sleeve being slidable relative to the packer mandrel; an expandable packer element disposed about the packer mandrel, the packer apparatus having a set position wherein the packer element seals the wellbore and an unset position wherein the packer element does not seal the wellbore, wherein the packer apparatus may be alternated in the wellbore between the set and unset positions; and an equalizing valve connected to a lower end of the drag sleeve and extending upwardly therefrom into the packer mandrel, the equalizing valve having an open position and a closed position, wherein in the closed position the equalizing valve seals the longitudinal opening to prevent communication through the packer mandrel so that a portion of the wellbore above the packer element will be isolated from a portion of the wellbore below the packer element when the packer apparatus is in the set position, and wherein the portion of the wellbore above the packer element may be communicated with the portion of the wellbore below the packer element through the packer mandrel when the equalizing valve is in the open position so that the pressure above and below the packer element is equalized; wherein the packer mandrel may be moved vertically relative to the drag sleeve to move the equalizing valve between the open and closed positions.
  • 2. The retrievable packer apparatus of claim 1, wherein the equalizing valve may be moved between the open and closed positions by reciprocation of the work string.
  • 3. The retrievable packer apparatus of claim 1, wherein the equalizing valve defines a generally cylindrical outer surface, and wherein in the closed position the generally cylindrical outer surface sealingly engages an inner surface of the packer mandrel.
  • 4. The retrievable packer apparatus of claim 1, wherein an interior of the work string is in communication with the wellbore through flow ports defined in the work string above the packer element so that a fluid may be communicated into the formation through the flow ports when the equalizing valve is in the closed position, and wherein the portion of the wellbore above the packer element is in communication with the portion of the wellbore below the packer element through the flow ports, the packer mandrel, and the drag sleeve into the wellbore when the equalizing valve is in the open position in order to equalize the pressure in the wellbore above and below the packer element.
  • 5. The retrievable packer apparatus of claim 1, wherein the equalizing valve moves from the open position to the closed position when the packer apparatus is actuated to expand the packer element to sealingly engage the wellbore.
  • 6. The retrievable packer apparatus of claim 1, wherein the longitudinal opening has a reduced diameter portion, wherein the equalizing valve comprises a generally tubular element disposed in the longitudinal opening, and wherein the equalizing valve is moved between the open and closed positions by moving the equalizing valve in and out of the reduced diameter portion to seal and open the longitudinal opening.
  • 7. The retrievable packer apparatus of claim 1, wherein the equalizing valve moves between the open and the closed positions as the packer apparatus is moved between the set and unset positions.
  • 8. The retrievable packer apparatus of claim 1, wherein the equalizing valve may be moved from the closed position to the open position by pulling upward on the work string.
  • 9. An apparatus for use in a wellbore to isolate a formation intersected by the wellbore, the wellbore having casing therein, the apparatus comprising:an upper packer connected in a work string for sealingly engaging the casing above the formation; and a lower packer movable between a set and an unset position in the wellbore connected in the work string below the upper packer, the lower packer comprising: a packer mandrel having an upper end and a lower end, the packer mandrel defining a longitudinal opening extending from the upper end to the lower end thereof; a packer element disposed about the packer mandrel for sealingly engaging the casing below the formation in the set position of the lower packer, the work string defining a flow port therethrough between the upper and lower packers for communicating an interior of the work string with the wellbore; a drag sleeve disposed about the packer mandrel and movable relative thereto; and a valve connected to a lower end of the drag sleeve and extending upwardly therefrom into the packer mandrel, the valve having a closed position for sealing the longitudinal opening defined by the packer mandrel to prevent communication therethrough when the packer element sealingly engages the casing, and having an open position wherein the wellbore above the packer element is communicated with the wellbore below the packer element through the flow port and the lower packer to equalize pressure above and below the lower packer and allow the lower packer to be moved to the unset position.
  • 10. The apparatus of claim 9, wherein the valve may be moved between the open and closed positions by reciprocating the packer mandrel in the wellbore.
  • 11. The apparatus of claim 9, wherein the valve moves to the closed position when the packer element is expanded to sealingly engage the casing so that the portion of the wellbore above the packer element is isolated from the portion of the wellbore below the packer element.
  • 12. The apparatus of claim 11, wherein the valve comprises a generally tubular element extending upwardly from the lower end of the drag sleeve and the longitudinal opening has a reduced diameter portion, wherein the reduced diameter portion is adapted to sealingly engage the valve to seal the longitudinal opening and wherein the packer mandrel moves vertically relative to the valve to selectively move the valve in and out of the reduced diameter portion between the closed and open positions.
  • 13. The apparatus of claim 9, wherein the valve sealingly engages the longitudinal opening at a location adjacent or above the packer element.
  • 14. The apparatus of claim 9, wherein the valve may be moved from the closed position to the open position by pulling upward on the work string.
  • 15. A method of treating a subsurface formation intersected by a wellbore comprising:lowering a work string having a first packer apparatus connected to a lower end of the work string to a desired location in the wellbore, the work string being communicated with the wellbore through a longitudinal opening defined by the first packer apparatus, the first packer apparatus comprising: a packer mandrel; and an expandable packer element disposed about the packer mandrel; compressing the expandable packer element by lowering the packer mandrel relative to the expandable packer element thereby expanding the packer element outward to engage and seal a casing in the wellbore below the formation, wherein the compressing step seals the longitudinal opening to prevent communication therethrough; displacing a fluid down the work string and into the wellbore through a flow port defined in the work string above the first packer apparatus; unsealing the longitudinal opening after the displacing step to communicate a portion of the wellbore above the expandable packer element with a portion of the wellbore below the expandable packer element through the longitudinal opening to equalize a pressure in the wellbore above and below the expandable packer element; and disengaging the expandable packer element from the casing.
  • 16. The method of claim 15, wherein the work string has a second packer apparatus connected therein, the second packer apparatus being located above the formation, the method further comprising:actuating the second packer apparatus to seal the wellbore above the formation.
  • 17. The method of claim 15 further comprising:moving the work string to a second desired location in the wellbore; compressing the expandable packer element by lowering the packer mandrel relative to the expandable packer element to seal the casing and seal the longitudinal opening in the first packer apparatus after the moving step; displacing a second fluid down the work string into the wellbore above the first packer apparatus; and reopening the longitudinal opening to equalize the pressure above and below the expandable packer element of the first packer apparatus after the step of displacing a second fluid down the work string.
  • 18. The method of claim 15, wherein the first packer apparatus further comprises:a drag sleeve disposed about the packer mandrel, the drag sleeve being slidable relative to the packer mandrel; and an equalizing valve connected to a lower end of the drag sleeve and extending upwardly therefrom into the packer mandrel.
US Referenced Citations (5)
Number Name Date Kind
2301624 Holt Oct 1942 A
3306366 Muse Feb 1967 A
3433301 McEver, Jr. Mar 1969 A
4151875 Sullaway May 1979 A
5456322 Tucker et al. Oct 1995 A
Non-Patent Literature Citations (1)
Entry
Halliburton Services Sales and Service Catalog No. 40, pp. 3486 and 3487 (Undated but admitted to be prior art).