BAKER HUGHES INCORPORATED
`Exhibit 1001
`
`Page 1 of 25
`
`

`
`US 9,303,501 B2
`Page 2
`
`Related U.S. Application Data
`
`12/966,849, filed on Dec. 13, 2010, now Pat. No.
`8,397,820, which is a continuation of application No.
`12/471,174, filed on May 22, 2009, now Pat. No.
`7,861,774, which is a continuation of application No.
`11/550,863, filed on Oct. 19, 2006, now Pat. No. 7,543,
`634, which is a continuation ofapplication No. 1 1/ 104,
`467, filed on Apr. 13, 2005, now Pat. No. 7,134,505,
`which is a division of application No. 10/299,004, filed
`on Nov. 19, 2002, now Pat. No. 6,907,936.
`
`Provisional application No. 60/331,491, filed on Nov.
`19, 2001, provisional application No. 60/404,783,
`filed on Aug. 21, 2002.
`
`Int. Cl.
`E21B 43/26
`E21B 34/12
`E21B 34/10
`E21B 43/14
`E21B 34/00
`
`(2006.01)
`(2006.01)
`(2006.01)
`(2006.01)
`(2006.01)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`(60)
`
`(51)
`
`(56)
`
`1,785,277
`1,956,694
`2,121,002
`2,153,034
`2,201,299
`2,212,087
`2,227,539
`2,248,511
`2,249,511
`2,287,076
`2,330,267
`2,352,700
`2,493,650
`2,537,066
`
`2,593,520
`2,606,616
`2,618,340
`2,659,438
`2,715,444
`2,731,827
`2,737,244
`2,752,861
`2,764,244
`2,771,142
`2,780,294
`2,807,955
`2,836,250
`2,841,007
`2,851,109
`2,860,489
`2,869,645
`2,945,541
`2,947,363
`3,007,523
`3,035,639
`3,038,542
`3,054,415
`3,059,699
`3,062,291
`3,068,942
`3,083,771
`3,083,775
`3,095,040
`3,095,926
`3,122,205
`3,148,731
`3,153,845
`
`
`
`>>>D>>>>>>D>>>>>>>>D>D>D>D>D>D>>>D>D>D>D>>D>D>D>D>>>>>>D>D>>>D>D>D>>
`
`12/1930
`5/1934
`6/1938
`4/1939
`5/1940
`8/1940
`1/1941
`7/1941
`7/1941
`6/1942
`9/1943
`7/1944
`1/1950
`1/1951
`
`4/1952
`8/1952
`11/1952
`11/1953
`8/1955
`1/1956
`3/1956
`7/1956
`9/1956
`11/1956
`2/1957
`10/1957
`5/1958
`7/1958
`9/1958
`11/1958
`1/1959
`7/1960
`8/1960
`11/1961
`5/1962
`6/1962
`9/1962
`10/1962
`11/1962
`12/1962
`4/1963
`4/1963
`6/1963
`7/1963
`2/1964
`9/1964
`10/1964
`
`Mack
`Parrish
`Baker
`Baker
`Owsley et al.
`Thornhill
`Dorton
`Rust
`Westall
`Zachry
`Burt et al.
`Ferris
`Baker et al.
`Lewis ................... .. E21B43/14
`166/115
`
`Baker et al.
`Otis
`Lynd
`Schnitter
`Fewel
`Loomis
`Baker et al.
`Hill
`Page
`Sloan et a1.
`Loomis
`Loomis
`Brown
`Loomis
`Spearow
`Townsend
`Chamberlain et a1.
`Maly et al.
`Sackett et al.
`Vincent
`Brown et al.
`Loomis
`Baker et al.
`Brown
`Brown
`Brown
`Chapman
`Nielson et al.
`Bramlett
`Rush
`Brown
`Holden
`Loomis
`
`3,154,940
`3,158,378
`3,165,918
`3,165,919
`3,165,920
`3,193,917
`3,194,310
`3,195,645
`3,199,598
`3,263,752
`3,265,132
`3,270,814
`3,289,762
`3,291,219
`3,311,169
`3,333,639
`3,361,209
`3,427,653
`3,460,626
`3,517,743
`3,523,580
`3,552,718
`3,587,736
`3,645,335
`3,659,648
`3,661,207
`3,687,202
`3,730,267
`3,784,325
`3,860,068
`3,948,322
`3,981,360
`4,018,272
`4,031,957
`4,044,826
`4,099,563
`4,143,712
`4,161,216
`4,162,691
`4,216,827
`4,229,397
`4,279,306
`4,286,662
`4,298,077
`4,299,287
`4,299,397
`4,315,542
`4,324,293
`4,338,999
`4,421,165
`4,423,777
`4,436,152
`4,441,558
`4,469,174
`4,484,625
`4,494,608
`4,498,536
`4,499,951
`4,516,879
`4,519,456
`4,520,870
`4,524,825
`4,552,218
`4,567,944
`4,569,396
`4,576,234
`4,577,702
`4,590,995
`4,605,062
`4,610,308
`4,632,193
`4,637,471
`4,640,355
`4,645,007
`4,646,829
`4,655,286
`4,657,084
`4,714,117
`4,716,967
`
`>>>D>>>>>D>>>>>D>>>>>D>D>>>>>>D>>>>>>D>>>>>>D>>>D>D>D>D>>>D>D>D>D>D>D>D>D>D>D>D>>D>>D>D>D>>D>D>D>D>D>>D>D>D>D>D>D>>D>D>
`
`11/1964
`11/1964
`1/1965
`1/1965
`1/1965
`7/1965
`7/1965
`7/1965
`8/1965
`8/1966
`8/1966
`9/1966
`12/1966
`12/1966
`3/1967
`8/1967
`1/1968
`2/1969
`8/1969
`6/1970
`8/1970
`1/1971
`6/1971
`2/1972
`5/1972
`5/1972
`8/1972
`5/1973
`1/1974
`1/1975
`4/1976
`9/1976
`4/1977
`6/1977
`8/1977
`7/1978
`3/1979
`7/1979
`7/1979
`8/1980
`10/1980
`7/1981
`9/1981
`11/1981
`11/1981
`11/1981
`2/1982
`4/1982
`7/1982
`12/1983
`1/1984
`3/1984
`4/1984
`9/1984
`11/1984
`1/1985
`2/1985
`2/1985
`5/1985
`5/1985
`6/1985
`6/1985
`11/1985
`2/1986
`2/1986
`3/1986
`3/1986
`5/1986
`8/1986
`9/1986
`12/1986
`1/1987
`2/1987
`2/1987
`3/1987
`4/1987
`4/1987
`12/1987
`1/1988
`
`Loomis
`Loomis
`Loomis
`Loomis
`Loomis
`Loomis
`Loomis
`Loomis
`Loomis
`Conrad
`Edwards, Jr.
`Richardson et al.
`Schell et al.
`Nutter
`Hefley
`Page et al.
`Edwards, Jr.
`Jensen
`Ehrlich
`Pumpelly et al.
`Lebourg
`Schwegman
`Brown
`Current
`Cobbs
`Current et al.
`Young et al.
`Scott
`Coanda et al.
`Abney et al.
`Baker
`Marathe
`Brown et al.
`Sanford
`Crowe
`Hutchison et al.
`James et al.
`Amancharia
`Perkins
`Crowe
`Fukuta et al.
`Weitz
`Page
`Emery
`Vann et al.
`Baker et a1.
`Dockins
`Hushbeck
`Carter, Jr.
`Szarka
`Mullins et al.
`Fisher, Jr. et a1.
`Welch et al.
`Freeman
`Barbee, Jr.
`Williams et al.
`Ross et al.
`Vann
`Berry et al.
`Cochran
`Pringle
`Fore
`Ross et al.
`Zunkel et al.
`Brisco
`Upchurch
`Faulkner
`Evans
`Klumpyan et a1.
`Meek
`Geczy
`Soderberg
`Hong et al.
`Soderberg
`Barrington et a1.
`Wood
`Evans
`Dech
`Mohaupt
`
`Page 2 of 25
`
`Page 2 of 25
`
`

`
`(56)
`
`References Cited
`
`U.S. PATENT DOCUMENTS
`
`4,754,812
`4,791,992
`4,794,989
`4,823,882
`4,880,059
`4,893,678
`4,903,777
`4,907,655
`4,909,326
`4,928,772
`4,949,788
`4,967,841
`4,979,561
`4,991,654
`5,020,600
`5,048,611
`5,103,901
`5,146,992
`5,152,340
`5,172,717
`5,174,379
`5,180,015
`5,186,258
`5,197,543
`5,197,547
`5,217,067
`5,221,267
`5,242,022
`5,261,492
`5,271,462
`5,325,924
`5,332,038
`5,335,732
`5,337,808
`5,351,752
`5,355,953
`5,375,662
`5,394,941
`5,411,095
`5,413,180
`5,425,423
`5,449,039
`5,454,430
`5,464,062
`5,472,048
`5,479,989
`5,499,687
`5,526,880
`5,533,571
`5,533,573
`5,542,473
`5,558,153
`5,579,844
`5,609,178
`5,615,741
`5,641,023
`5,701,954
`5,711,375
`5,715,891
`5,732,776
`5,775,429
`5,782,303
`5,791,414
`5,810,082
`5,826,662
`5,865,254
`5,894,888
`5,921,318
`5,934,372
`5,941,307
`5,941,308
`5,947,198
`5,954,133
`5,960,881
`6,003,607
`
`>D>>>>>D>>>>>>D>>>>>>D>>>>>>D>>>>>>>>>>>>D>D>>D>>D>D>D>>D>D>D>D>D>>D>D>D>D>D>>>D>D>D>D>>>D>D>D>D>D>D>D>D>D>D>D>
`
`7/1988
`12/1988
`1/1989
`4/1989
`11/1989
`1/1990
`2/1990
`3/1990
`3/1990
`5/1990
`8/1990
`11/1990
`12/1990
`2/1991
`6/1991
`9/1991
`4/1992
`9/1992
`10/1992
`12/1992
`12/1992
`1/1993
`2/1993
`3/1993
`3/1993
`6/1993
`6/1993
`9/1993
`11/1993
`12/1993
`7/1994
`7/1994
`8/1994
`8/1994
`10/1994
`10/1994
`12/1994
`3/1995
`5/1995
`5/1995
`6/1995
`9/1995
`10/1995
`11/1995
`12/1995
`1/1996
`3/1996
`6/1996
`7/1996
`7/1996
`8/1996
`9/1996
`12/1996
`3/1997
`4/1997
`6/1997
`12/1997
`1/1998
`2/1998
`3/1998
`7/1998
`7/1998
`8/1998
`9/1998
`10/1998
`2/1999
`4/1999
`7/1999
`8/1999
`8/1999
`8/1999
`9/1999
`9/1999
`10/1999
`12/1999
`
`Gentry
`Greenlee et al.
`Mills
`Stokley et al.
`Brandell et al.
`Stokley et al.
`Jordan, Jr. et al.
`Hromas et al.
`Owen
`Hopmann
`Szarka et al.
`Murray
`Szarka
`Brandell et al.
`Coronado
`Cochran
`Greenlee
`Baugh
`Clark et al.
`Boyle et al.
`Whiteley et al.
`Ringgenberg et al.
`Wood et al.
`Coulter
`Morgan
`Landry et al.
`Folden
`Burton et al.
`Duell et al.
`Berzin
`Bangert et al.
`Tapp et al.
`McIntyre
`Graham
`Wood
`Shy et al.
`Echols, III et al.
`Venditto et al.
`Ehlinger et al.
`Ross et al.
`Dobson et al.
`Hartley et al.
`Kennedy et al.
`Blizzard, Jr.
`Kennedy et al.
`Shy et al.
`Lee
`Jordan, Jr. et al.
`Surj aatrnadja et al.
`Jordan, Jr. et al.
`Pringle
`Holcombe et al.
`Rebardi et al.
`Hennig et al.
`Coronado
`Ross et al.
`Kilgore et al.
`Ravi et al.
`Graham et al.
`Tubel et al.
`Arizmendi et al.
`Christian
`Skinner
`Jordan, Jr.
`Beck et al.
`Huber et al.
`Wiemers et al.
`Ross
`Muth
`Tubel
`Malone et al.
`McKee et al.
`Ross
`Allamon et al.
`Hagen et al.
`
`US 9,303,501 B2
`Page 3
`
`6,006,834
`6,006,838
`6,009,944
`6,041,858
`6,047,773
`6,053,250
`6,059,033
`6,065,541
`6,070,666
`6,079,493
`6,082,458
`6,098,710
`6,109,354
`6,112,811
`6,131,663
`6,148,915
`
`6,155,350
`6,186,236
`6,189,619
`6,220,353
`6,220,357
`6,220,360
`6,227,298
`6,230,811
`6,241,013
`6,250,392
`6,253,861
`6,257,338
`6,279,651
`6,286,600
`6,302,199
`6,305,470
`6,311,776
`6,315,041
`6,347,668
`6,349,772
`6,388,577
`6,390,200
`6,394,184
`6,446,727
`6,460,619
`6,464,006
`6,467,546
`6,488,082
`6,491,103
`6,520,255
`6,543,538
`6,543,543
`6,543,545
`6,547,011
`6,571,869
`6,591,915
`6,634,428
`6,651,743
`6,695,057
`6,695,066
`6,722,440
`6,725,934
`6,752,212
`6,763,885
`6,782,948
`6,820,697
`6,883,610
`6,907,936
`6,951,331
`7,021,384
`7,066,265
`7,096,954
`7,108,060
`7,108,067
`7,134,505
`7,152,678
`7,198,110
`7,231,987
`7,240,733
`7,243,723
`7,267,172
`7,353,878
`
`
`
`EESEESSEEEEBBEEEEEEBEEBEEREESESEBEEBEES’EEEEEEEEEEEEEEEEEEEEEE3”>>>>>>>>>>>>>>>>
`
`12/1999
`12/1999
`1/2000
`3/2000
`4/2000
`4/2000
`5/2000
`5/2000
`6/2000
`6/2000
`7/2000
`8/2000
`8/2000
`9/2000
`10/2000
`* 11/2000
`
`12/2000
`2/2001
`2/2001
`4/2001
`4/2001
`4/2001
`5/2001
`5/2001
`6/2001
`6/2001
`7/2001
`7/2001
`8/2001
`9/2001
`10/2001
`10/2001
`11/2001
`11/2001
`2/2002
`2/2002
`5/2002
`5/2002
`5/2002
`9/2002
`10/2002
`10/2002
`10/2002
`12/2002
`12/2002
`2/2003
`4/2003
`4/2003
`4/2003
`4/2003
`6/2003
`7/2003
`10/2003
`11/2003
`2/2004
`2/2004
`4/2004
`4/2004
`6/2004
`7/2004
`8/2004
`11/2004
`4/2005
`6/2005
`10/2005
`4/2006
`6/2006
`8/2006
`9/2006
`9/2006
`11/2006
`12/2006
`4/2007
`6/2007
`7/2007
`7/2007
`9/2007
`4/2008
`
`Skinner
`Whiteley et al.
`Gudmestad
`Arizmendi
`Zeltmann et al.
`Echols
`Ross et al.
`Allen
`Montgomery
`Longbottom et al.
`Schnatzmeyer
`Rhein-Knudsen et al.
`Ringgenberg et al.
`Kilgore et al.
`Henley et al.
`Mullen et al.
`
`......... .. E21B 21/08
`137/68.16
`
`Melenyzer
`Cox
`Wyatt et al.
`Foster et al.
`Carmichael et al.
`Connell et al.
`Patel
`Ringgenberg et al.
`Martin
`Muth
`Carmichael et al.
`Kilgore
`Schwendemann et al.
`Hall et al.
`Hawkins et al.
`Woie
`Pringle et al.
`Carlisle et al.
`McNeill
`Mullen et al.
`Carstensen
`Allamon et al.
`Tolman et al.
`Zemlak et al.
`Braithwaite et al.
`Womble
`Allamon et al.
`Echols et al.
`Allamon et al.
`Tolman et al.
`Tolman et al.
`Muth
`Chatterji et al.
`Kilgore
`Pluchek et al.
`Burris et al.
`Krauss et al.
`Szarka
`Ingram et al.
`Allamon et al.
`Turner et al.
`Coronado et al.
`Burris et al.
`Cavender
`Echols et al.
`Churchill
`Depiak
`Fehr et al.
`Haughom et al.
`Themig
`Surj aatrnadja et al.
`Weng
`Jones
`Themig et al.
`Fehr et al.
`Turner et al.
`Kilgore et al.
`Kilgore et al.
`Hayes et al.
`Surj aatrnadja et al.
`Hofman
`Themig
`
`Page 3 of 25
`
`Page 3 of 25
`
`

`
`US 9,303,501 B2
`Page 4
`
`(56)
`
`References Cited
`U.S. PATENT DOCUMENTS
`
`7,377,321 B2
`7,431,091 B2
`7,543,634 B2
`7,571,765 B2
`7,748,460 B2
`7,832,472 B2
`7,861,774 B2
`8,167,047 B2
`8,215,411 B2
`8,276,675 B2
`8,281,866 B2
`8,291,980 B2
`8,393,392 B2
`8,397,820 B2
`8,490,685 B2
`8,657,009 B2
`8,714,272 B2
`8,746,343 B2
`8,757,273 B2
`8,978,773 B2
`8,997,849 B2
`9,074,451 B2
`9,121,264 B2
`2001/0009189 A1
`2001/0015275 A1
`2001/0018977 A1
`2001/0050170 A1
`2002/0007949 A1
`2002/0020535 A1
`2002/0096328 A1
`2002/0112857 A1
`2002/0117301 A1
`2002/0162660 A1
`2003/0127227 A1
`2004/0000406 A1
`2004/0055752 A1
`2005/0061508 A1
`2006/0048950 A1
`2007/0119598 A1
`2007/0151734 A1
`2007/0272411 A1
`2007/0272413 A1
`2008/0017373 A1
`2008/0223587 A1
`2009/0084553 A1
`2010/0132959 A1
`2011/0127047 A1
`2011/0180274 A1
`2012/0067583 A1
`2012/0085548 A1
`2013/0014953 A1
`2013/0043042 A1
`2014/0096970 A1
`2014/0290944 A1
`
`5/2008 Rytlewaki
`10/2008 Themig etal.
`6/2009 Fehr et al.
`8/2009 Themig
`7/2010 Themig et al.
`11/2010 Themig
`1/2011 Fehret al.
`5/2012 Themig et al.
`7/2012 Flores et al.
`10/2012 Williamson et al.
`10/2012 Tessieretal.
`10/2012 Fay
`3/2013 Mytopher et al.
`3/2013 Fehret al.
`7/2013 Tolman et al.
`2/2014 Themig et al.
`5/2014 Garcia et al.
`6/2014 Fehr et al.
`6/2014 Themig et al.
`3/2015 Tilley
`4/2015 Lea-Wilson et al.
`7/2015 Themig etal.
`9/2015 Tokarek
`7/2001 Brooks et al.
`8/2001 van Petegem et al.
`9/2001 Kilgore
`12/2001 Woie et al.
`1/2002 Tolman et al.
`2/2002 Johnson et al.
`7/2002 Echols et al.
`8/2002 0hmer et al.
`8/2002 Womble
`11/2002 Depiak et al.
`7/2003 Fehr et al.
`1/2004 Allamon et al.
`3/2004 Restarick et al.
`3/2005 Surj aatrnadja
`3/2006 Dybevik et al.
`5/2007 Turner et al.
`7/2007 Fehr et al.
`11/2007 Lopez De Cardenas et al.
`1 1/2007 Rytlewski et al.
`1/2008 Jones et al.
`9/200 8 Cherewyk
`4/2009 Rytlewski et al.
`6/2010 Tinker
`6/2011 Themig et al.
`7/2011 Wang et al.
`3/2012 Zimmerman et al.
`4/2012 Fleckenstein et al.
`1/2013 van Petegem
`2/2013 Flores et al.
`4/2014 Andrew et al.
`10/2014 Kristoffer
`
`FOREIGN PATENT DOCUMENTS
`
`0094170 A2
`EP
`0724065 A2
`EP
`0802303 A1
`EP
`0823538 A2
`EP
`0950794 A2
`EP
`0985797 A2
`EP
`0985799 A2
`EP
`2311315 A
`GB
`W0 97/36089 A1
`W0
`W0 01/06086 A1
`W0
`W0 01/69036 A1
`W0
`W0 W0 2007/017353 A1
`W0 W0 2009/132462 A1
`
`11/1983
`7/1996
`4/1997
`2/1998
`10/1999
`3/2000
`3/2000
`9/1997
`10/1997
`1/2001
`9/2001
`2/2007
`11/2009
`
`OTHER PUBLICATIONS
`
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit
`1 1, Email fromWilliam Sloane Muscroft to Peter Krabben dated. Jan.
`
`1 1, Email from William Sloane Muscroft to Peter Krabben dated Jan.
`27, 2000, 1 page.
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit
`12, Email from William Sloane Muscroft to Daniel Jon Themig dated
`Feb. 1, 2000, 1 page.
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit
`13, Email from Daniel Jon Themig to William Sloane Muscroft dated
`Jun. 19, 2000, 2 pages.
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit 6,
`Deposition of Daniel Jon Themig, Calgary, Alberta, Canada, dated
`Jan. 17, 2006, parts 1 and 2 total for atotal of82 pages with redactions
`from p. 336, Line 10 through all ofp. 337.
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit 7,
`Deposition of Daniel Jon Themig, Calgary, Alberta, Canada, dated
`Jan. 8, 2007, 75 pages with redactions from p. 716, Line 23 through
`p. 726, Line 22.
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit 8,
`Deposition of Daniel Jon Themig, Calgary, Alberta, Canada, dated
`Jan. 9, 2007,46 pages with redactions on p. 850, Lines 13-19.
`238th District Court, Midland, Texas, Case No. CV44964, Exhibit 9,
`Cross-examination of Daniel Jon Themig, In the Court of Queen’s
`Bench of Alberta, Canada, dated Mar. 14, 2005, 67 pages.
`A.B. Yost et al., “Production and Stimulation Analysis of Multiple
`Hydraulic Fracturing of a 2,000-ft Horizontal Well,” SPE-19090, 14
`pages, dated 1989.
`A.N. Martin, “Innovative Acid Fracturing 0perations Used to Suc-
`cessfully Simulate Central North Sea Reservoir,” SPE-36620, pp.
`479-486, dated 1996.
`A.P. Bunger et al., “Experimental Investigation of the Interaction
`Among Closely spaced Hydraulic Fractures,” <https://www.
`onepetro.org/conference-paper/ARMA- 1 1-3 18?sort:&start:0
`&q:review+AND+%22packers%22+AND+%22uncased+%22
`&from_year:2001&peer_reviewed:&published_between:on
`&fromSearchResults:true&to_year:&rows:50#>,
`ARMA-1 1 -
`318, 11 pages, dated 2011.
`Alfred M. Jackson et al., “Completion and Stimulation Challenges
`and Solutions for Extended-Reach Multizone Horizontal Wells in
`Carbonate Formations,” <https://www.onepetro.org/conference-pa-
`per/SPE-141812-MS?sort:&start:0&q:uncased+packer&from_
`year:200 1&peer_reviewed:&published_between:on
`&fromSearchResults:true&to_year:&rows:50#>, SPE-141812-
`MS, 11 pages, dated 2011.
`B.W. McDaniel et al., “Overview of Stimulation Technology for
`Horizontal Completions without Cemented Casing in the Lateral,”
`SPCE-77825 pp. 1-17, dated 2002.
`Baker Hughes, “Intelligent Well SystemsTM,” bakerhughes.com,
`dated Jun. 7, 2001.
`Baker Hughes, catalog, pp. 66-73, 1991.
`Baker Hughes, “Re-entry Systems Technology,” <http://www.
`bakerhughes.com/Bot/iws/index.htm>, Dated 1999.
`Baker Oil Tools Product Announcements, “Baker Oil Tools’ HCM
`Remote Controlled Hydraulic Sliding Sleeve,” <http;//www.
`bakerhughes.com/Bot/Pressroom/hcm.htm>, Dated Aug. 16, 2000.
`Baker Oil Tools Press Release, “The Edge, Electronically Enhanced
`Remote Autuation System,” dated Jun. 10, 1996.
`Baker Oil Tools, “Retrievable Packer Systems,” product brochure, 1
`page, undated.
`Baker Oil Tools, catalog, p. 29, Model “C” Packing Element Circu-
`lating Washer, Product No. 470-42, Mar. 1997.
`Baker Oil Tools, catalog, p. 38, Twin Seal Submersible Pumppacker,
`undated.
`Baker Oil Tools, Packer Systems Press Release, “EdgeTM Remote
`Actuation System Successfully Sets Packer in Deepwater Gulf of
`Mexico,” dated Jun. 10, 1996, modified Apr. 1998.
`Berryman, Wilham, First Supplemental Ex pert Report in Cause No.
`CV-44964, 23 8th Judicial District of Texas, undated.
`Billy W. McDaniel “Review of Current Fracture Stimulation Tech-
`niques for Best Economics in Multi-layer, Lower Permeability Res-
`ervoirs,” <https://www.onepetro.org/conference-paper/SPE-98025-
`MS?sort:&start:0&q:review+horizontal+open+hole+%
`28uncased%29+completions+And+%22multistage%22&from_
`
`Page 4 of 25
`
`Page 4 of 25
`
`

`
`US 9,303,501 B2
`Page 5
`
`(56)
`
`References Cited
`OTHER PUBLICATIONS
`
`year:200 1 &peer_reviewed:&published_between:on&from-
`SearchResults%rue&to_year:2005&rows:50>, SPE-98025-MS,
`19 pages, dated 2005.
`Brown Oil Tools General Catalog 1962-63, Hydraulic Set Packers
`and Hydraulic Set Retrievable Packers, pp. 870-871.
`Brown Oil Tools, catalog page, entitled “Brown HS-16-1 Hydraulic
`Set Retrievable Packers,” undated.
`Brown Oil Tools, catalog page, entitled “Brown Hydraulic Set Pack-
`ers,” undated.
`D.L. Purvis et al., “Alternative Method for Stimulating Open Hole
`Horizontal Wellbores,” SPE-55614, pp. 1-13, dated 1999.
`D.W. Thomson et al., “Design and Installation of a Cost-Effective
`Completion System for Horizontal Chalk Wells Where Multiple
`Zones Require Acid Stimulation,” SPE Drilling & Completion, SPE
`51117, pp. 151-156, Sep. 1998, disclosed at SPE Production Opera-
`tions Symposium. Mar. 9-11, 1997, Oklahoma City, Oklahoma.
`D.W. Thomson et al., “Design and Installation of a Cost-Effective
`Completion System for Horizontal Chalk Wells Where Multiple
`Zones Require Acid Stimulation,” Offshore Technology Conference,
`OTC-8472, pp. 323-335, dated May 1997.
`D.W. Thomson et al., “Design and Installation of a Cost-Effective
`Completion System for Horizontal Chalk Wells Where Multiple
`Zones Require Acid Stimulation,” Society of Petroleum Engineers,
`SPE-37482, pp. 97-108, dated 1997.
`Daniel Savulescu, “Inflatable Casing Packers—Expanding the lim-
`its,” Journal of Canadian Petroleum Technology, vol. 36, No. 9, pp.
`9-10, dated Oct. 1997.
`Donald S. Dreesen et al., “Developing Hot Dry Rock Reservoirs with
`Inflatable Open Hole Packers,” LA-UR-87-2083, 9 pages, dated
`1987.
`Donald S. Dreesen et al., “Open Hole Packer for High Pressure
`Service in a Five Hundred Degee Fahrenheit Precambrian Wellbore,”
`LA-UR-85-42332, SPE-14745, 14 pages, dated 1985.
`Doug G. Durst et al. “Advanced Open Hole Multilaterals,” <https://
`www.onepetro.org/conference-paper/SPE-77199-MS?sort:
`&start:0
`&q:review+AND+%22packers%22+AND+%22open+hole%22
`&from_year:2001&peer_reviewed:&published_between:on
`&fromSearchResults:true&to_year:&rows:50#>,
`SPE-77199-
`MS, pp. 1-8, dated 2002.
`Drawings, Packer Installation Plan, PACK 05543, 5 pages, 1997.
`Dresser Oil Tools, catalog, Multilateral Completion Tools Section,
`undated.
`Dresser Oil Tools, catalog, Technical Section, title page and p. 18,
`Nov. 1997.
`F.M. Verga et al., “Advanced Well Simulation in a Multilayered
`Reservoir,”
`<https ://www.onepetro .org/conference-paper/SPE-
`6 8821-MS? sort:&start:25 0&q:review+horizontal+open+hole+%
`28uncased%29+completions+AND+%22multi%22&from_year:
`&peer_reviewed:&published_between:on
`&fromSearchResults:true&to_year:2001&rows:50#>,
`68821-MS, 10 pages, dated 2001.
`First Supplemental Expert Report of Kevin Trahan, Case No.
`CV-44,964, 238th Judicial District, Midland County, Texas, Aug. 21,
`2008, 28 pages.
`George Everette King, “60 Years of Multi-Fractured Vertical, Devi-
`ated and Horizontal Wells: What Have We Learned?,” <https://www.
`onepetro.org/conference-paper/SPE-170952-MS?sort:&start:100
`&q:review+AND+%22packers%22+AND+%22open+hole%22
`&from_year20 14&peer_reviewed:&publi shed_between:on
`&fromSearchResults:true&to_year:&rows:100#>, SPE-170952-
`MS, 32 pages, dated 2014.
`Guiberson AVA, Wizard II Hydraulic Set Retrievable Packer Tech
`Manual Apr. 1998.
`Guiberson AVA, Packer Installation Plan, 5 pages, Nov. 11, 1997.
`Guiberson AVA, Packer Installation Plan, Aug. 26, 1997.
`Guiberson AVA, Packer Installation Plan, Sep. 9, 1997.
`Guiberson°AVA & Dresser, Retrievable Packer Systems, “Tandem
`Packer,” 1 page, undated.
`
`SPE-
`
`Guiberson-AVA Dresser, catalog, front page and pp. 1 & 20, 1994.
`Halliburton “Halliburton Guiberson® G-77 Hydraulic-Set Retriev-
`able Packer,” 6 pages, undated.
`Halliburton Retrievable Service Tools, product brochure, 15 pages,
`undated.
`Halliburton, Plaintiffs Fourth Amended Petition in Cause No.
`CV-44964, 238th Judicial District of Texas, Aug. 13, 2007.
`Halliburton, catalog, pp. 51-54, 1957.
`Halliburton, “Hydraulic-Set GuibersonTM Wizard Packer®,” 1 page,
`undated.
`Halliburton, “Unlock the Trapped Potential ofYour High Perm Res-
`ervoir,” <http://www.halliburton.com/products/prod_enhan/f-3335.
`htrn> halliburton.com, dated Feb. 26, 2000.
`Henry Restarick, “Horizontal Completion Options in Reservoirs with
`Sand Problems,” SPE-29831, pp. 545-560, dated 1995.
`I.B. Ishak et al., “Review of Horizontal Drilling”, <https://www.
`onepetro.org/conference-paper/SPE-29812-MS?sort:&start:0&q:
`review+horizontal+open+hole+%28uncased%29+completions+
`AND+%22multi%22&from_year:&peer_reviewed:&pub-
`lished_between:on&fromSearchResults:true&to_year:2001
`&rows:50#>, SPE-29812-MS, pp. 391-404, dated 1995.
`Ismail Gamal et al., “TenYears Experience in Horizontal Application
`& Pushing the Limits of Well Construction Approach in Upper
`Zakum Field (Offshore Abu Dhabi) ,” <https://www.onepetro.org/
`conference-paper/SPE-87284-MS?sort:&start:150&q:
`review+horizontal+open+hole+%28uncased%29+completions+
`AND+%22multi%22&from_year:&peer_reviewed:&pub-
`lished_between:on&fromSearchResults:true&to_year:2001
`&rows:50#>, SPE-87284-MS, 17 pages, dated 2000.
`J.C. Zimmerman et al., “Selection of Tools for Stimulation in Hori-
`zontal Cased Hole,” SPE-18995, 12 pages, dated 1989.
`J.E. Brown et al., “An Analysis ofHydraulically Fractured Horizontal
`Wells,” SPE-24322, dated 1992.
`Jesse J. Constantine, “Selective Production of Horizontal Openhole
`Completions Using ECP and Sliding Sleeve Technology,”
`SPE-55618, pp. 1-5, dated 1999.
`John B. Weirich et al., “Frac-Packing: Best Practices and Lessons
`Learned from over 600 Operations,” <https://www.onepetro.org/
`conference-paper/SPE-147419-MS?sort:&start:0&q:%
`22packers%22+AND+%22open+hole%22+AND+%22review%22+
`AND+%22advanced%22&from_year:20 10&peer_reviewed:
`&published:between:on&fromSearchResults:true&to_year:
`&rows:100#>, SPE-147419-MS, 17 pages, dated 2012.
`John H. Healy et al., “Hydraulic Fracturing in Situ Stress Measure-
`ments to 2.1 KM Depth at Caj on Pass, California,” Geophysical
`Research Letters, vol. 15, No. 9, pp. 1005-1008, dated 1988.
`Johnny Bardsen et al. “Improved Zonal Isolation in Open Hole Appli-
`cations,”
`<https://www.onepetro.org/conference-paper/SPE-
`169190-MS?sort:&start:0&q:review+AND+%22packers%
`22+AND+%22open+hole%22&from_year:2001&peer_re-
`viewed:&published_between:on&fromSearchResults:true&to_
`year:&rows:50#>, SPE-169190-MS, 10 pages, dated 2014.
`Leonard John Kalfayara, “The Art and Practice of Acid Placement
`and Diversion: History, Present State, and Future,” <https://www.
`onepetro.org/conference-paper/SPE-124141-MS?sort:&start:0
`&q:%22horizontal+chalk+wells%22+AND+%22review%22+
`&from_year:&peer_reviewed:&published_between:
`&fromSearchResults:true&to_year:&rows:50#>,
`124141-MS
`SPE Conference Paper, pp. 1-17, dated 2009.
`M.C. Vincent, “Proving It—A Review of 80 Published Field Studies
`Demonstratingg the Importance of Increased Fracture Conductiv-
`ity”, <https://www.onepetro.org/conference-paper/SPE-77675-MS?
`sort:&start:0&q:horizontal+open+hole+uncased+completions+
`AND+%22multistage%22&from_year:2001&peer_reviewed:
`&published_between:on&fromSearchResults:true&to_
`year:2005&rows:50#>, SPE-77675-MS, pp. 1-21, dated 2002.
`M.R. Norris et al ., “Hydraulic Fracturing for Reservoir Management:
`Production Enhancement, Scale Control and Asphaltine Prevention,”
`<https://www.onepetro.org/conference-paper/SPE-7165 5 -
`MS?sort:&start:350&q:review+horizontal+open+hole+
`%28uncased%29+completions+AND+%22multi%22&from_
`
`Page 5 of 25
`
`Page 5 of 25
`
`

`
`US 9,303,501 B2
`Page 6
`
`(56)
`
`References Cited
`OTHER PUBLICATIONS
`
`SPE-
`
`year:&peer_reviewed:&published_between:on
`&fromSearchResults:true&to_year:2001&rows-50#>,
`71655-MS, 12 pp., dated 2001.
`Martin P Coronado et al., “Advanced Openhole Completions Utiliz-
`ing a SimplifiedZone Isolation System,” SPE-77438, pp. 1-11, Dated
`2002.
`Martin P. Coronado et al., “Development of a One-trip ECP Cement
`Inflation and Stage Cementing System for Open Hole Completions,”
`IADC/SPE-39345, pp. 473-481, dated 1998.
`Offshore Magazine “One Trip Completion Method,” dated Jul. 2001.
`Olivier Lietard et al., “Hydraulic Fracturing of Horizontal Wells: An
`Update of Design and Execution Guidelines,” <https://www.
`onepetro.org/conference-paper/SPE-37122-MS?sort:&start:0
`&q:review+horizontal+open+hole+%28uncased%29+compl-
`etions+AND+%22multistage%22&from_from:&peer_reviewed:
`&published_between:on&fromSearchResults:true&to_
`year:2001&rows:50#>, SPE-37122-MS, pp. 723-737, dated 1996.
`Order of Dismissal, Case No. CV-44,964, 238th Judicial District,
`Midland County, Texas, Oct. 14, 2008, 1 page.
`Owen Oil Tools Mechanical Gun Release; 2-%‘' & 2-%'' product
`description, 1 page, undated.
`P. D. Ellis et al., “Application of Hydraulic Fractures in Openhole
`Horizontal Wells,” SPE-65464, 10 pages, dated 2000.
`Packers Plus, Second Amended Original Answer in Cause No.
`CV-44964, 238th Judicial District of Texas, Feb. 13, 2007.
`Packers Plus Energy Services Homepage, “Welcome to Packers
`Plus,” <http://packersplus.com/index.htm>, dated Feb. 23, 2000.
`Packers Plus Energy Services, Inc. “5.1 Rocl<SealTM II Open Hole
`Packer Series,” <http://www.packersplus.com/rockseal%202.htrn>,
`2 pgs., dated 2004, available prior to Nov. 19, 2001.
`Packers Plus Press Release, “Ken Palizat Canadian Operations Man-
`ager for Packers Plus,” Dated Feb. 1, 2000.
`Packers Plus, Original Answer in Cause No. CV-44964, 23 8th Judi-
`cial District of Texas, Feb. 13, 2007.
`Paolo Gavioli et al., “The Evolution ofthe Role of Openhole Packers
`in Advanced Horizontal Completions: From Optional Accessory to
`Critical Key of Success,” <https://www.onepetro.org/conference-pa-
`per/SPE-132846-MS?sort:&start:0
`&q:%22packers%22+AND+%22open+hole%22+AND+%22re-
`view%22+AND+%22advanced%22&from_year:2010&peer_re-
`viewed:&published_between:on&fromSearchResults:true&to_
`year:&rows:100#>, SPE-132846-PA, pp. 1-27, dated 2010.
`R. Seale et al. “An Effective Horizontal Well Completion and Stimu-
`lation System,” Journal of Canadian Petroleum Technology, vol. 46,
`No. 12, pp. 73-77; dated Dec. 2007.
`R.J. Tailby et al., “A New Technique for Servicing Horizontal Wells,”
`SPE-22823, pp. 43-58, Dated 1991.
`Robert Coon et al., “Single-Trip Completion Concept Replaces Mul-
`tiple Packers and Sliding Sleeves in Selection Multi-Zone Production
`and Stimulation Operations,” Society of Petroleum Engineers, SPE-
`29539, pp. 911-915, dated 1995.
`Rockey Seale et al., “Effective Simulation of Horizontal Wells—A
`New Completion Method,” SPE-106357, 5 pages, dated 2006.
`Rune Freyer, “Swelling Packer for Zonal Isolation in Open Hole
`Screen Completions,” SPE-78312, pp. 1-5, dated 2002.
`Ryan Henderson, “Open Hole Completion Systems,” Tennessee Oil
`and Gas Association, dated 2014.
`S. Mascara, et al., “Acidizing Deep Open-Hole Horizontal Wells: A
`case History on Selective Stimulation and Coil Tubing Deployed
`Jetting System,” SPE-54738, pp. 1-11, dated 1999.
`Sapex Oil Tools Ltd. Downhole Completions catalog, 24 pages,
`undated.
`Suresh Jacob et al. “Advanced Well Completion Designs to Meet
`Unique Reservoir and Production Requirements,” <https://www.
`onepetro.org/conference-paper/SPE-172215 -MS? sort:&start:0
`&q:review+AND+%22packers%22+AND+%22open+hole%22
`&from_year:20 14&peer_reviewed:&published_between:on
`&fromSearchResults:true&to_year:&rows:100#>, SPE-172215-
`MS, pp. 1-13, dated 2014.
`
`T.P. Frick “State-of-the-Art in the Matrix Stimulation of Horizontal
`Wells,”
`<https://www.onepetro.org/journal-paper/SPE-26997-
`PA?sort:&start:0&q:horizontal+open+hole+uncased+compl-
`etions+AND+%22multistage%22&from_year:&peer_reviewed:
`&published_between:on&fromSearchResults:true&to_
`year:2001&rows:50#>, SPE-26997-PA, pp. 94-102, dated May
`1996.
`Tam International, “Inflatable Bridge Plugs and Cement Retainers,”
`<http://tamintl.com/pages/plugg.htm>, Dated Oct. 22, 2000.
`Thomas Finkbeiner, “Reservoir Optimized Fracturing—Higher Pro-
`ductivity From Low-Permeability Reservoirs Through Customized
`Multistage Fracturing,” Society of Petroleum Engineers, SPE-
`141371, pp. 1-16, dated 2011.
`Trahan, Kevin, Aflidavit Exhibit C, May 19, 2008.
`Trahan, Kevin, Aflidavit Exhibit E, May 19, 2008.
`Trahan, Kevin, Aflidavit Exhibit G, May 19, 2008.
`Trahan, Kevin, Aflidavit, May 19, 2008.
`Federal Court ofToronto, Ontario Canada, Court File No. T-174 1- 13,
`Statement of Defence and Counterclaim, dated Nov. 22, 2013, 11
`pages.
`Federal Court of Calgary, Alberta Canada, Court File No. T-1202-13,
`Further Amended Statement of Defence and Counterclaim to
`Amended Statement of Claim, dated May 13, 2014, 24 pages.
`Federal Court ofToronto, Ontario Canada, Court File No. T-1202-13,
`Fresh as Amended Counterclaim of TMK Completions Ltd. and
`Perelam, LLC., dated Jul. 13, 2015, 15 pages.
`Bill Ellsworth et al., “Production Control of Horizontal Wells in a
`Carbonate Reef Structure,” 1999 CIM Horizontal Well Conference,
`10 pages.
`Lynes ECPs and Cementing Tools, Baker catalog, pp. 89 and 87,
`dated 1988 5 pages.
`TAM Inflatable Zone Insolation Systems, TAM catalog, p. 5, dated
`1994, 1 page.
`European Search Report, European Appl. No. 10836870.5, EPO, 11
`pages, mailed Nov. 21, 2015.
`Packer Plus, New Techn0l0gyR0ckSeal Open Hole Packer Series, not
`dated, 1 page.
`Denney, D., “Technology Applications,” Journal of Petroleum Tech-
`nology, accessible at http://www.spe.org/jpt/article/198-technology-
`applications-2012-04/, Apr. 2012; 10 pages.
`Denney, D., “Technology Applications,” Journal of Petroleum Tech-
`nology, accessible at http://www.spe.org/jpt/m/article/450-technol-
`ogy-applications-august-2012, Aug. 2012; 4 pages.
`PetroQuip Energy Services, BigFoot PetroQuip Case Study, Dec. 22,
`2015; 1 page.
`PetroQuip Energy Services, BigFoot Production Description, acces-
`sible at http://www.petroquip.com/index.php/2012-10-22-19-46-41/
`land-completions/big-foot, undated; 2 pages.
`Carpenter, C., “Technology Applications,” Journal of Petroleum
`Technology, accessible at http://www.spe.org/jpt/article/8570-tech-
`nology-applications-33/, undated; 13 pages.
`PetroQuip Energy Services, BigFoot Toe Sleeve PetroQuip Case
`Study, Nov. 2014; 2 pages.
`Henderson, R., “Open Hole Completion Systems,” Presentation,
`Kentucky Oil & Gas Association, 2014; 33 pages.
`“Multi-Stage Fracturing—Orio Toe Valve,” Team Oil Tools, acces-
`sible at http://www.teamoiltools.com/ProductServices/Multistage-
`Fracturing-ORIO-Toe-Valve/, undated; 1 page.
`Crawford, M., “Fracturing Gas-Bearing Strata,” Well Servicing
`Magazine, Nov.-Dec. 2009; 3 pages.
`“Tight Gas: New Technologies, New Solutions,” ExxonMobil, May
`2010; 2 pages.
`Chauffe, S., “Hydraulic to Valve Specifically Designed for a
`Cemented Environment,” AADE-13-FTCE-25, American Associa-
`tion of Drilling Engineers, 2013; 5 pages.
`Angeles, et al., “OneYear of Just-in-Time Perforating as Multi-Stage
`Fracturing Technique for Horizontal Wells,” Society of Petroleum
`Engineers, SPE 160034, 2012; 12 pages.
`Arguijo, et al., “Streamlined Completions Process: An Eagle Ford
`Shale Case History,” Society of Petroleum Engineers, SPE 162658,
`2012; 17 pages.
`Canning, et al., “Innovative Pressure-Actuated Toe Sleeve Enables
`True Casing Pressure Integrity Test and Stage Fracturing While
`
`Page 6 of 25
`
`Page 6 of 25
`
`

`
`US 9,303,501 B2
`Page 7
`
`(56)
`
`References Cited
`OTHER PUBLICATIONS
`
`Improving Completion Economics in Unconventional Resources,”
`Society of Petroleum Engineers, SPE 167170, 2013; 7 pages.
`Garfield, et al., “Novel Completion Technology Eliminates Forma-
`tion Damage and Reduces Rig Time in Sand Control Applications,”
`Society of Petroleum Engineers, SPE 93518, 2005; 5 pages.
`Koloy, et al., “The Evolution, Optimization & Experience of Multi-
`stage Frac Completions in a North Sea Environment,” Society of
`Petroleum Engineers, SPE-170641-MS, 2014; 15 pages.
`Lohoefer, et al., “New Barnett Shale Horizontal Completion Lowers
`Cost and Improves Efficiency,” Society of Petroleum Engineers, SPE
`103046, 2006; 9 pages.
`Maddox, et al., “Cementless Multi-Zone Horizontal Completion
`Yields Three-Fold Increase,” IADC/SPE Drilling Conference,
`IADC/SPE 112774, 2008; 7 pages.
`Mathur, et al., “Contrast Between Plug and Perf Method and Ball and
`Sleeve Method for Horizontal Well Stimulation,” Sep. 14, 2013; 12
`pages.
`Mitchell, et al., “First Successful Application of Horizontal Open
`Hole Multistage Completion Systems in Turkey’s Selmo Field,”
`Society of Petroleum Engineers, SPE-17077-MS, 2014; 9 pages.
`Yuan, et al., “Unlimited Multistage Frac Completion System: A
`Revolutionary Ball-Activated System with Single Size Balls,” Soci-
`ety of Petroleum Engineers, SPE 166303, 2013; 9 pages.
`Yuan, et al., “Improved Efficiency of Multi-Stage Fracturing Opera-
`tions: An Innovative Pressure Activated Toe Sleeve,” Society of
`Petroleum Engineers, SPE-172971-MS, 2015; 6 pages.
`Anderson, Svend Aage, et al., “Exploiting Reservoirs with Horizon-
`tal Wells: the Maersk Experience,” Oilfield Review, vol. 2, No. 3, Jul.
`1 1-21, 1990.
`Backer Packers, Flow Control Systems, 2 pages, 1982-83.
`Baihly, Jason, et al, “Sleeve Activation in Open-hole Fracturing Sys-
`tems: A Ball Selection Stud ”, Oct. 30-Nov. 1, 2012 (SPE Canadian
`Unco