U.S. patent number 3,552,718 [Application Number 04/709,652] was granted by the patent office on 1971-01-05 for sliding sleeve valve and operator therefor.
This patent grant is currently assigned to Otis Engineering Corporation. Invention is credited to Harry E. Schwegman.
United States Patent |
3,552,718 |
Schwegman |
January 5, 1971 |
**Please see images for:
( Certificate of Correction ) ** |
SLIDING SLEEVE VALVE AND OPERATOR THEREFOR
Abstract
A well tool operable in a well flow conductor by means of fluid
operated pumpdown apparatus, wire line operated tools, rods or a
tubing string, for moving a shiftable sleeve member between
operating positions in said conductor, said tool having sleeve
engaging shifting keys swingably mounted on the body engageable
with the sleeve for shifting the same longitudinally, and arranged
for swingable manipulation past the sleeve after it has been
shifted. The keys are also radially contractible for movement past
restrictions which cannot be cleared by swingable movement of the
keys.
Inventors: |
Schwegman; Harry E.
(Richardson, TX) |
Assignee: |
Otis Engineering Corporation
(Dallas, TX)
|
Family
ID: |
24850777 |
Appl.
No.: |
04/709,652 |
Filed: |
March 1, 1968 |
Current U.S.
Class: |
251/291;
166/332.1 |
Current CPC
Class: |
E21B
34/14 (20130101); E21B 23/08 (20130101) |
Current International
Class: |
E21B
34/00 (20060101); E21B 23/08 (20060101); E21B
23/00 (20060101); E21B 34/14 (20060101); F16k
031/46 () |
Field of
Search: |
;251/291
;166/224,226 |
References Cited
[Referenced By]
U.S. Patent Documents
|
|
|
2723677 |
November 1955 |
Middleton et al. |
2949963 |
August 1960 |
McGowen, Jr. et al. |
3051243 |
August 1962 |
Grimmer et al. |
3335802 |
August 1967 |
Seyffert |
|
Primary Examiner: Nilson; Robert G.
Claims
I claim:
1. A well tool for moving a movable member between two
longitudinally spaced positions in a housing having a restricted
bore portion spaced from said movable member, comprising: an
elongate body having means at opposite ends for connection with
actuating mechanisms for moving said tool through said housing; and
operator means pivotally supported on said body for releasably
engaging said movable member for moving said member between first
and second positions therein, one end portion of said operator
means being mounted to be pivoted laterally outwardly into engaging
relationship with said movable member when an opposite end portion
of said operator means engages a cam surface provided by said
restricted bore portion of said housing; said operator means being
movable past said movable member after said movable member has been
shifted from said first to said second position in said housing,
said operator means being laterally retractably movable
independently of said pivotal movement of said operator means for
providing increased clearance around said operator means to permit
said tool to pass obstructions in said housing past which said tool
is precluded from moving by normal pivotal movement of said
operator means.
2. A well tool as defined in claim 1 wherein said elongate body is
provided with load bearing surface portion engageable with a
surface portion of said operator means whereby force is transmitted
from said elongate body to said operator means independently of the
pivotal support between said operator means and said body for
moving said movable member in said passage.
3. A well tool as defined in claim 2, including: means operably
connected between said elongate body member and said operator means
for biasing said operator means toward said load bearing surface on
said body.
4. A well tool for moving a sleeve of a flow control device
connected in a well flow conductor, the flow control device having
a cam surface away from which the sleeve valve is moved, said tool
comprising: an elongate body having means at opposite ends for
connection with actuating apparatus for moving said well tool
through said flow conductor; sleeve engaging means supported on
said body for swingable movement relative thereto whereby
engagement of one portion of said sleeve engaging means with said
cam surface in said flow control device pivots another portion of
said sleeve engaging means laterally outwardly for engaging said
sleeve; said sleeve engaging means being retractable toward said
elongate body independently of said swingable movement to provide
increased clearance around said tool for passing obstructions in
said flow conductor; and means operatively connected between said
sleeve shifting means and said elongate body for biasing said
sleeve shifting means to a predetermined position relative to said
body.
5. A well tool as defined in claim 4 wherein said sleeve shifting
means comprises: a plurality of sleeve shifting keys each swingably
supported with respect to said elongate body by a pivot pin secured
to said key and movably disposed in a longitudinally extending
transverse slot provided in said elongate body, said slot having an
inwardly sloping portion whereby said keys are compressible
inwardly on said body responsive to longitudinal movement thereof
relative to said body.
6. A well tool as defined in claim 5 wherein: each of said sleeve
shifting keys is provided with a shoulder surface for engaging said
sleeve and moving said sleeve between positions in said flow
control device and for camming a portion of said key inwardly for
disengagement from said sleeve when the portion of said key
engaging said cam surface passes said cam surface, whereby said key
is released to pivot on said elongate body to a position of
disengagement from said sleeve for releasing said tool from said
sleeve.
7. A well tool as defined in claim 6 wherein said elongate body is
provided with a bearing surface engageable with a bearing surface
provided on each of said keys for transmitting force from said body
to each of said keys independently of the pivot pin supporting said
key whereby force applied to said body is transmitted at said
bearing surfaces to said keys for moving said sleeve when said
sleeve is engaged by said keys.
8. A well tool as defined in claim 7 wherein said keys are biased
on said elongate body in a direction biasing said bearing surface
on said keys toward said bearing surface on said body.
9. A well tool as defined in claim 8 wherein: said elongate body
has an external enlarged portion through which each of said
transverse slots for receiving said pivot pins is formed, and each
of said keys is provided with an internal recess longer in a
longitudinal direction than the longitudinal length of said
enlarged portion of said elongated body.
10. A well tool as defined in claim 9 wherein said elongate body is
provided with a second external enlarged portion spaced from said
first enlarged portion, said second external enlarged portion being
provided with said bearing surface of said elongated body
engageable with said bearing surfaces of said keys; and biasing
means is confined between an end surface of said keys and said
elongate body for biasing said keys toward said second enlarged
portion.
11. The well tool as defined in claim 10 wherein said biasing means
includes a ring biased against an end surface of said keys for
biasing said keys toward said enlarged portion of said elongate
body.
12. A well tool as defined in claim 11 wherein: said ring has a
surface of predetermined configuration facing toward said keys, and
the end surfaces of said keys adjacent to and engageable with said
ring are shaped complementary to said surface of the ring.
13. A well tool as defined in claim 11 wherein: the angle between
said bearing surfaces of both said elongate body and said keys and
the longitudinal axis of said body is greater than the angle
between said longitudinal axis and the slope of said sleeve
engaging shoulder surfaces on said keys, whereby said engagement
between said shoulder surfaces of said keys and said sleeve cams
said keys inwardly, disengaging said keys from said sleeve after
said keys pass the cam surface of said flow conductor.
14. A well tool as defined in claim 11 wherein: said second
enlarged portion of said elongated body comprises an annular ring
secured on said body by shearable means releasable for releasing
said ring to provide for said keys to move longitudinally on said
elongate body and be retracted inwardly responsive to engagement
with a sliding sleeve requiring more than a predetermined force for
movement in such flow conductor, and said transverse slots in said
first enlarged portion of said elongated body slope inwardly along
both opposite end portions whereby said keys are retractable
inwardly on said body responsive to movement toward an end position
in either direction on said body.
15. A well tool comprising a flow control device for a well flow
conductor and an actuator therefor, including: an elongate tubular
housing having means at each end for coupling the same to a flow
conductor; an aperture in the wall of said housing communicating
the exterior and interior thereof; a valve element in said housing
slidable longitudinally therein between a position closing said
aperture and a position in which the aperture is open to permit
flow therethrough; means in said housing spaced from said valve
element providing a cam surface; an actuator tool having operator
means pivotally supported thereon and engageable with said valve
element and said cam surface for moving said valve element in said
housing between open and closed positions, said operator means
being mounted to move out of engagement with said cam surface and
to pivot out of engagement with said valve element when said valve
element has been moved from one of said open and closed positions
to the other, and to be movable laterally to a retracted position
to permit said operator means to pass obstructions in said housing
independently of pivotal movement of said operator means.
16. A flow control device for a flow conductor and an actuator
therefor, including: an elongate tubular housing having means at
each end for coupling the same to a flow conductor; an aperture
through the wall of said housing; a sleeve valve element in said
housing for controlling flow of fluids between the interior and
exterior of said housing through said aperture; said valve element
being slidable in said housing between a position in which said
aperture is open to permit flow therethrough and a position in
which the lateral aperture is closed to prevent flow therethrough;
seal means between said housing and said lateral aperture when said
valve element is in closed position; means providing actuating
shoulder means on said valve element and relief means in the form
of an enlarged bore in said valve element; a cam surface in said
housing spaced from said valve element; an actuator tool for moving
said valve element between said open and said closed positions in
said housing comprising an elongate body having means thereon for
connection with a tool string for moving said actuator through said
housing and said valve element; operator means pivotally supported
on said elongate body of said actuator means having means for
releasably engaging said actuating shoulder means of said valve
element for moving said valve element longitudinally of the housing
between a first position and a second position, said operator means
being movable laterally and retractable from engagement with said
shoulder means for movement past said shoulder means after said
valve element has been shifted in said housing, said cam surface in
said housing engaging one end of said operator means for holding
the opposite end thereof in actuating engagement with said shoulder
means of said valve element for moving said valve element in said
housing between said first and second positions, said cam surface
being disposed in spaced relationship with respect to said valve
element to free the end of said operator means in engagement with
said cam surface from such engagement when said valve element has
been moved to said second position, whereby said end of said
operator means which engaged said cam surface may pivot outwardly
to permit said opposite end to pivot out of engagement with said
shoulder means of said valve element to permit said operator means
to pass said valve element after the same has been shifted to said
second position in said housing.
17. A device of the character set forth in claim wherein said
operator means is laterally retractable independently of the
pivotal movement thereof on said elongate body for providing
increased clearance around said operator means to permit said
actuator to pass obstructions in said housing through which said
actuator is precluded from passing by normal pivotal movement of
said operator means.
18. A flow control device for a flow conductor adapted for use with
an actuating tool having thereon elongate pivotally mounted
operator means having opposite ends swingable about said pivotal
mounting, said flow control device comprising as a subcombination:
an elongate tubular housing having means at each end thereof for
coupling the same to a flow conductor; an aperture through the wall
of said housing; a tubular valve element slidable longitudinally in
said housing between a first open position admitting flow through
said aperture in said housing wall and a second closed position
closing off flow through said aperture; seal means between said
tubular housing and said valve element sealing therebetween when
the valve element is in said second closed position to prevent flow
of fluids through said aperture in said housing; means providing
actuating shoulder means on said valve element and an enlarged
relief bore in said valve element; and means providing camming
surface means in said housing spaced from said shoulder means of
said valve element and adapted to be engaged by one swingable end
of said operator means of said actuating tool when said valve
element is in said first position to hold the opposite swingable
end of said operator means of said actuating tool in engagement
with said shoulder means of said valve element for movement of said
valve element between said first position and said second
position.
19. A flow control device of the character set forth in claim 18
wherein said relief bore in said valve element is disposed to
receive said one end of said operator means to permit said opposite
end of said operator means of said actuating tool to pivot out of
engagement with and move past said shoulder means of said valve
element when said one end of said operator means is out of
engagement with said camming surface.
Description
This invention relates to well tools and particularly to well tools
for shifting a member within a flow conduit between operating
positions.
It is an important object of the invention to provide a well tool
for shifting a sliding sleeve within a flow conduit between
longitudinally spaced operating positions within the conduit, and
more particularly for moving sliding sleeve valves between open and
closed positions.
It is a further object of the invention to provide a well tool of
the character described including pivotally supported sleeve
shifting keys for operatively engaging a sliding sleeve at one
position, moving the sleeve to another position, and then
disengaging from the sleeve and moving past the sleeve.
It is another object of the invention to provide a well tool of the
character described wherein the pivotally supported sleeve shifting
keys are engageable at one end with an actuating cam surface within
the flow conductor in spaced relationship to the sliding sleeve for
pivoting the opposite ends of the keys to engagement with the
sliding sleeve for moving the sleeve, the sleeve shifting keys
having cam surfaces engageable with the cam surfaces within the
flow conductor for pivoting the keys between sleeve engaging and
sleeve release positions.
It is a still further object of the invention to provide a sleeve
shifting tool of the character described wherein the pivotally
supported sleeve engaging keys are pivoted or swing to sleeve
engaging positions and subsequently to release positions as the
tool is moved in one direction through the sliding sleeve, and are
cammed to retracted nonengaging or inoperative positions when the
tool is moved in the other direction through the sliding
sleeve.
It is still another object of the invention to provide a sleeve
shifting tool of the character described which is operable by wire
line, by pumpdown procedures, by rods, or on a pipe string, and
which is operable for shifting a series of longitudinally spaced
sleeve valves in a single flow conductor.
Additional objects and advantages of the invention will be readily
apparent from the reading of the following description of a device
constructed in accordance with the invention, and reference to the
accompanying drawings thereof, wherein:
FIG. 1 is a schematic longitudinal elevational view, partly in
section, showing a sleeve shifting tool embodying the invention
connected in a pumpdown type or fluid pressure operated tool train
in a tubing string having a plurality of longitudinally spaced
sliding sleeve valves therein;
FIG. 2 is a longitudinal sectional view, partly in elevation, of a
sleeve shifting tool embodying the invention disposed within a
sliding sleeve valve with the sleeve shifting keys of the tool
engaging the upper end of the sleeve valve for moving it from the
upper open position downwardly to a closed position;
FIG. 2A is an elevational view partly broken away showing the tool
of FIG. 2 adapted to wire line operation;
FIG. 3 is a view in section along the line 3-3 of FIG. 2;
FIG. 4 is an enlarged cross-sectional view along the line 4-4 of
FIG. 2 showing the pins pivotally supporting the sleeve engaging
keys;
FIG. 5 is a longitudinal elevational view, partly in section,
similar to FIG. 2, showing the sleeve shifted downwardly to a
closed position and the sleeve shifting keys cammed inwardly for
releasing the shifting tool from operative engagement with the
sleeve for downward movement of the tool through the sleeve;
FIG. 6 is a view similar to FIG. 5 showing the sleeve shifting keys
cammed inwardly to retracted inoperative position and the tool
moving upwardly in the tubing string through a sliding sleeve;
FIGS. 7 and 7A taken together constitute a longitudinal view,
partly in section and partly in elevation, of another form of
sliding sleeve valve and sleeve shifting tool embodying the
invention, and showing the sleeve shifting keys of the tool engaged
with the sliding sleeve for shifting it downwardly;
FIG. 8 is a view in section taken along the line 8-8 of FIG.
7A;
FIG. 9 is a longitudinal view, partly in section and partly in
elevation, of still another form of sleeve shifting tool embodying
the invention for moving the sleeve valve of FIGS. 7 and 7A, and
showing the same engaged for moving the sleeve from a lower to an
upper position;
FIG. 10 is a reduced view, partly in section and partly in
elevation, of the sleeve shifting tool of FIG. 7 adapted to use
with a wire line tool string; and
FIG. 11 is a reduced view similar to FIG. 10 showing the sleeve
shifting tool of FIG. 9 adapted to use with a wire line tool
string.
In the drawings, the numeral 20 designates a sleeve shifting tool
embodying the invention having a pair of swingable or pivotally
supported operator members or keys 21 for releasably engaging the
slidable sleeve or valve member 22 of a tubular valve member or
flow control device S for moving the sleeve in the housing 23 of
the device between an upper position and a lower position therein.
The sleeve shifting tool is operable by means of a fluid pressure
displaceable tool train 24, as illustrated in FIG. 1; by means of a
wire line tool string, as represented in FIG. 2A; or on a rod or
tubing string movably supported in the well (not shown).
The sleeve valve member 22 is slidable within the housing 23
between an upper sub or tubular section 30 threaded into the upper
end of the central section or nipple 23a and a lower sub or tubular
member 31 threaded into the lower end of the central nipple. The
upper sub, the central nipple section, and the lower sub form the
housing of the flow control device S in which the sleeve or valve
member is slidable. A ring seal 32 disposed in an external annular
recess 33 of the upper sub 30 seals between the upper sub and the
upper end portion of the nipple. Similarly, a ring seal 34 disposed
in an external annular recess 35 of the lower sub seals between the
lower end portion of the nipple and the lower sub. The nipple 23
has a plurality of circumferentially spaced lateral ports 40
providing fluid flow communication between the interior and
exterior of the nipple. The sleeve or valve member 22 also has a
plurality of circumferentially spaced lateral ports 41 which are
arranged to be moved into registry with the ports 40 for allowing
flow communication between the interior and exterior of the flow
control device S and which are movable to a misaligned lower
position for preventing such flow communication. A pair of
longitudinally spaced upper ring seals 42 are disposed in internal
annular recesses 43 within the bore of the nipple for sealing
between the nipple and the sleeve valve above the nipple ports 40.
Similarly, a pair of longitudinally spaced lower ring seals 44 are
disposed in internal annular recesses 45 within the bore of the
nipple below the ports 40 for sealing between the nipple and sleeve
valve so that when the sleeve valve is moved downwardly to its
closed position, shown in FIG. 5, the imperforate upper portion of
the sleeve is disposed between the upper and lower ring seals 42
and 44, respectively, to prevent flow communication between the
exterior and interior of the housing through the ports 40.
Upward movement of the sleeve valve is limited by engagement of its
upper end surface 50 with the lower end surface 51 of the upper sub
30. Downward movement of the sleeve valve is limited by engagement
of its lower end surface 52 with the upper end surface 53 of the
lower sub 31. The sleeve or valve member is formed with an upper
internal annular shoulder or boss 54 having an upper downwardly and
inwardly extending or sloping surface 55. Similarly, the lower end
portion of the sleeve or valve member is provided with an internal
annular shoulder or boss 60 having a lower upwardly and inwardly
convergent end surface 61. The sleeve valve bosses 54 and 60 are
engaged by the keys 21 in shifting the sleeve and manipulating the
keys 21, as described in detail hereinafter.
The bore of the upper sub 30 is reduced along a portion spaced from
its lower end and above the upper end of the sleeve 23 and
providing an internal annular boss or cam surface 62 which
functions to pivot or swing the shifting keys 21 to a sleeve
engaging position. The lower sub 31 is similarly provided with a
reduced bore portion providing an internal annular cam surface or
boss 63 spaced below the lower end of the sliding sleeve.
The upper end of the upper sub 30 and the lower end of the lower
sub 31 are threaded (not shown) in the usual manner for connecting
the flow control device S into a tubing string T to form a part
thereof and to act as a valve means providing for flow
communication between the bore of the tubing and the well bore
exteriorly thereof. As illustrated schematically in FIG. 1, a
plurality of the devices may be connected in the tubing string at
longitudinally spaced intervals to provide lateral flow
communication with the well bore at various desired depths
therein.
The sleeve shifting tool 20 includes an elongate body 70 having an
annular external enlargement 71 provided with a pair of laterally
spaced transversely extending slots 72 each of which has an upper
longitudinal portion 72a and a lower downwardly and inwardly
inclined portion 72b. Each of the slots 72 receives a loosely
fitted transversely extending pin 73 supporting one of the sleeve
shifting keys 21 in longitudinally slidable and pivotal or
swingable relationship on the body. Opposite end portions of each
of the pins 73 are received in a pair of aligned holes 74 in the
key 21 supported by the pin.
Each of the sleeve shifting keys 21 is a substantially
semicylindrical member encompassing slightly less than 180 degrees
of the portion of body 70 along which it is supported by the pin
73. Each key has an internal arcuate recess 75 which is
substantially complementary in shape to the external shape of the
central enlargement 71 on the body and is longer than the
enlargement to permit the key to move longitudinally on the body
the distance of travel of the supporting pin 73 in the slot 72.
There is sufficient space between the external surface of the body
70 and each of the keys to permit a limited pivotal or swinging
motion of each of the keys on the body, as discussed hereinafter.
Each key 21 has a lower internal boss 80 providing a downwardly and
inwardly sloping cam surface 81 on the lower end of the key which
is engageable with a downwardly facing downwardly and inwardly
sloping cam surface 82 of an external annular enlargement or cam
member 83 on the tool body 70 spaced below and substantially
smaller in diameter than the central enlargement 71. Each of the
keys also has at its upper end an upper external arcuate boss 84
provided with an upper cam surface 85 and a lower cam surface 90,
and has at its lower end a lower external arcuate boss 91 provided
with an upper cam surface 92 and a lower cam surface 93.
A biasing ring 100 is disposed on the body 70 below the lower ends
of the keys 21 and a spring 101 confined between the ring and the
upper end surface 102 of a lower coupler or connector socket 103
threaded on a lower end portion of the tool body 70 biases the ring
and the keys upwardly along the body. The connector socket has a
downwardly opening recess 104 for receiving upper end boss portions
of fingers 105 of a coupler 110 used for connecting the shifting
tool in the pumpdown type operating tool string 24 shown in FIG. 1.
An upper coupler or connector socket 111 is threaded on the upper
end portion of the tool body 70 and has an upwardly opening recess
112 for receiving the coupling fingers 105 of a coupler 110 of the
operating tool string.
The pumpdown type tool train 24 includes upper and lower fluid
pressure actuatable seal or piston units 26 and 27, respectively,
secured to the shifting tool by the couplers 110. Pistons or seal
units and couplers suitable for use in the tool train are
illustrated and described in detail in patent application Ser. No.
556,594, filed Jun. 10, 1966, now U.S. Pat. No. 3,419,074, issued
Dec. 31, 1968. Such seal units and couplers are also illustrated
and described at pages 3780-3781 of the Composite Catalog of Oil
Field Equipment and Services, 1966-67 Edition, published by World
Oil, Houston, Texas. Under some circumstances a single seal unit
may be used to pump the shifting tool 20 through the tubing string.
For example, the upper seal unit 26 may be used alone if it can
supply sufficient force to the tool to move it through the tubing
string and close the sliding sleeve valves.
The sleeve shifting tool 20 may also be operated by means of a
conventional wire line tool string of the type illustrated at page
3890 of the Composite Catalog of Oil Field Equipment and Services,
supra. Referring to FIG. 2A, the sleeve shifting tool is adapted to
wire line use by substitution of a lower spring retainer and guide
member 120 threaded on the lower end of the body 70 in place of the
socket member 103. The member 120 has a downwardly convergent or
tapered guide surface 121 to facilitate movement of the tool
through a tubing string and has an upwardly facing shoulder 122
engaged by the lower end of the spring 101 holding the spring on
the tool body. An upper fishing neck or connector 123 is threaded
onto the upper end of the body 70 in place of the upper connector
socket 111 shown in FIG. 2. The connector 123 has a threaded pin
124 which is connected into the lower end of the tool string, such
as into the knuckle joint or into the lowermost jar if the knuckle
joint is not used. The tool string is from a wire line 125
connected with a wire line socket 130 at the upper end of the
string.
The sleeve shifting tool 20 functions in the same manner in a
pumpdown tool string as shown in FIG. 1, in a wire line tool
string, FIG. 2A, or on a rod or pipe string.
As the sleeve shifting tool is moved downwardly in the normal bore
portion of the tubing string T the spring biased ring 100 holds the
sleeve shifting keys 21 at an upper end position on the body 70 at
which the pivot pins 73 of each of the keys is at the upper end of
the slot 72 in which it is disposed, and the upwardly facing
shoulder 81 on the internal boss 80 of each of the keys engages the
downwardly facing shoulder 82 on the enlargement 83 of the body.
The engagement of the key surface 81 with the body shoulder surface
82 tends to cam the lower end portions of the key outwardly,
pivoting the upper end portion of the keys inwardly toward the body
as the tool is moved along the tubing string. When the tool arrives
at the first flow control device S, the cam surfaces 93 on the
lower bosses 91 of the keys 21 engage the upper cam surface 62a on
the boss or cam member 62 of the upper cam 30, and such engagement
cams the lower end portions of the keys inwardly as the keys pivot
or swing on the pins 73. The lower ends of the keys are moved
inwardly sufficiently to pass downwardly along the cam member 62 of
the upper sub until the bosses 91 on the keys pass below the lower
cam surface 62b at the lower end of the boss 62, at which time the
lower end portions of the keys are permitted to move outwardly into
the larger bore portion 62c of the upper sub above the sleeve 23.
The upward force of the ring 100 applied to the lower ends of the
keys and the engagement of the cam surface 81 on the internal lower
boss of the keys with the cam surface 82 on the body tends to cause
the lower end portions of the keys to move outwardly. The tool
continues downward movement with the upper external bosses 84 of
the keys entering the restricted bore portion of the upper sub
along the boss 62 holding the lower end portions of the keys
outwardly so long as the upper key bosses 84 are moving downwardly
along and held inwardly by the cam surface of the boss 62. When the
keys have moved downwardly sufficiently, the lower end surface 93
of the lower external bosses 91 of the keys engage the upper end
surface 55 of the sliding sleeve or valve member 22 (FIG. 2). While
engagement of the cam surfaces 93 of the lower key bosses with the
upper end surface 55 of the sleeve tends to cam the lower ends of
the keys inwardly, they are prevented from moving inwardly by the
engagement of the upper external key bosses 84 with the internal
cam surface 62 of the upper sub. Since the lower ends of the keys
cannot be moved inwardly, further downward motion of the shifting
tool forces the sliding sleeve or valve member 22 downwardly until
the upper external bosses 84 of the keys pass below the cam surface
of the boss 62, freeing the upper end portions of the keys to move
outwardly and the lower ends to move inwardly.
At the time that the upper external key bosses clear the lower end
of the restricted bore portion 62 of the sub, the sliding sleeve 22
has been moved downwardly sufficiently that the ports 41 in the
sleeve are below the ring seals 44 of the nipple 23, thereby
closing the flow control device so that there is no fluid
communication between the exterior of the housing and the interior
of the sliding sleeve. The downward force necessary to shift the
sliding sleeve downwardly to its lower closed position is applied
directly from the tool mandrel enlarged external cam member 83
through the lower end portions of the keys to the upper end surface
55 on the sleeve. Thus, the pivot pins 73 only pivotally support
the keys and do not transmit forces between this mandrel and
keys.
With the upper end portions of the keys free to move outwardly in
the enlarged bore portion 62c of the upper sub, the camming action
of the surface 55 at the upper end of the sliding sleeve forces the
lower end portions of the keys inwardly with the inner bosses 80 of
the keys being swung toward each other around the body 70 below the
body enlargement or cam member 83. The slopes of the engaging
surfaces 93 and 55 of the key and sleeve exceed the slopes of the
inner key surface 81 and the cam surface 82 on the cam member of
the tool body so that, when the keys are free to pivot as the upper
end portions of the keys move into the enlarged bore portion 62c,
the lower end portions of the keys are cammed inwardly, FIG. 5,
until the lower outer bosses 91 on the keys pass within the upper
boss 54 of the sliding sleeve, and the tool is released to move
downwardly through the sleeve valve, leaving the sleeve valve at
its lower closed position. When the keys release from the sleeve
valve, the upper end portions of the keys are pivoted outwardly
with the upper outer bosses 84 substantially engaging and sliding
along the lower enlarged bore portion 62c of the upper sub. As the
tool moves further downwardly, the lower outer key bosses 90 pass
below the upper boss 54 of the sliding sleeve and enter the
enlarged central bore portion 22a of the sleeve and the keys swing
and the lower end portions of the keys move outwardly in such
enlarged bore below the boss 54.
When the upper end portion of the keys reach the upper end of the
sleeve valve the upper bosses 84 of the keys enter the upper end of
the sliding sleeve through the boss 54 of the sleeve. The diameters
of the inner boss 54 and the enlarged bore portion 22a of the
sliding sleeve are sized and related such that the keys readily
pivot to move fully into the sliding sleeve. As the upper bosses 84
of the keys pass through the upper boss 54 of the sleeve the lower
portions of the keys are pivoted outwardly in the enlarged bore 22a
of the sleeve. When the lower bosses 91 of the keys reach the lower
cam surface 61a on the lower internal boss 60 of the sleeve, the
lower end portions of the keys are cammed inwardly so that they
clear the boss 60 and pass downwardly through the lower end of the
sleeve. The lower end portions of the keys then enter the cam
member or reduced bore portion 63 of the lower sub and move on
downwardly into the lower enlarged bore portion 63a of the lower
sub by the time the upper outer bosses 84 of the keys reach the
lower internal boss 60 of the sliding sleeve, so that the lower end
portions of the keys are pivoted or swing outwardly in such
enlarged bore portion 63a of the lower sub to allow the upper end
portions of the keys to pivot inwardly so that upper external
bosses 84 thereon may pass through the internal boss 60 at the
lower end of the sliding sleeve and the reduced bore portion or cam
member 63 of the lower sub. With the keys clear of the lower end of
the sliding sleeve, the sleeve is left at its lower closed position
and the sleeve shifting tool continues downwardly in the tubing
string to the next flow control device S, where the steps of entry
into the slidable sleeve, shifting the sleeve downwardly to a
closed position, and release from the sleeve, is repeated in the
manner already described.
After the desired flow control devices in the tubing string have
been closed by the downward movement of the sleeve shifting tool,
the movement of the tool train is reversed by reversing the
direction of fluid flow, if the pumpdown type of train is being
used, or by lifting the line 125, in the case of the wire line tool
string, and as the tool 20 moves upwardly in the tubing string the
keys wobble, swing or pivot past the various bore restrictions in
substantially the same manner as when the keys are moving
downwardly through the flow control devices in the tubing string.
However, the sleeve 22 is not shifted upwardly, but rather remains
at its lower closed position, since there is no bore restriction
below the flow control device to hold the upper end portions of the
keys at an expanded position when the upper external bosses 84 of
the keys engage the lower end surface 61 of the sleeve. In the
normal bore portions of the tubing string below each sliding sleeve
the lower portions of the keys are cammed outwardly engaging or in
close proximity to the inner wall of the tubing string due to the
upward force of the spring 101 acting through the ring 100 biasing
the lower end portions of the keys against the cam member 83 on the
tool mandrel, so that the camming action of the engaging surfaces
81 and 82 of the keys and the mandrel tends to expand the lower end
portions of the keys while the upper end portions are somewhat
pivoted inwardly. The end surface 61 on the sleeve cams the upper
ends of the sleeves inwardly, if they are not already retracted
sufficiently, for entry into the sleeve. As the tool moves
upwardly, the upper end portions of the sleeve enter and expand in
the bore portion 22a of the sleeve with the lower end portions of
the keys being cammed inwardly when they engage the lower end cam
surface 61 of the sleeve. The keys wobble or pivot as the tool
continues upwardly, allow the tool to pass above the sleeve or
valve member. By the time the upper bosses 84 of the keys enter the
restricted bore portion 62 of the upper sub which holds the lower
portion of the keys expanded, the lower bosses 91 have cleared the
upper boss 54 of the sleeve and the lower end portions of the keys
pass into and expand in the bore portion 62c of the upper sub above
the sleeve. When the lower key bosses 91 reach the restricted bore
portion 62, the upper key bosses 84 have moved into and expanded in
the normal bore portion 30 of the upper sub, allowing the keys to
pivot sufficiently inwardly along their lower end portions for the
lower bosses 91 to clear the restricted bore portion 62 of the
sub.
As the shifting tool is moved upwardly in the tubing string, the
keys may be compressed or contracted inwardly along their full
lengths if restrictions or obstruction conditions are encountered
which preclude clearance by the keys by the normal wobbling or
pivotal movement thereof. Such a condition is represented in FIG.
6, in which the keys are shown compressed fully inwardly, whereby
they pass through a restriction which they cannot wobble past.
Presuming for purposes of illustration that such a restriction is
at the lower internal boss 60 of the sleeve, as the upper end
portions of the keys enter the lower end of the sleeve the keys
engage the restriction and are forced downwardly on the body 70
against the support ring 100 and spring 101, compressing the spring
and moving the pivot pins 73 of the keys downwardly in the slots
72. When the pivot pins reach the downwardly and inwardly sloping
portions 72b of the slots, the pivot pins move downwardly and
inwardly, permitting the keys to move inwardly or be compressed or
retracted toward each other on the body to provide added clearance
around the keys for the tool to pass through the obstruction.
The sleeve shifting tool is thus lifted upwardly in the tubing
string through each of the flow control devices S included in the
string without affecting the position of the sliding sleeve in each
of the devices, and when an obstruction is encountered which the
tool cannot clear by the normal pivoting or wobbling of the sleeve
shifting keys the keys are compressed or retracted fully inwardly
on the tool body to provide additional space around the tool for
clearance of the keys to allow the tool to move upwardly. The tool
is retrieved at the surface from the tubing string in the usual
manner.
While the sleeve has been described as shifted from open to closed
positions, it is believed readily apparent that the arrangement of
the lateral ports could be reversed so that the movement was from
closed to open positions.
It will now be seen that a new and improved well tool for shifting
a member within a flow conduit between longitudinally spaced
positions therein has been described and illustrated, and that one
particular form of the tool is adaptable to shifting a sliding
sleeve or valve member of a flow control device in a tubing string
from an upper position to a lower position.
It will also be seen that the tool includes pivotally or swingably
supported sleeve shifting keys which are engageable along one end
portion with the surface of a reduced bore portion of the housing
of a flow control device for pivoting the other end portion of the
keys outwardly for engaging the sliding sleeve member in the
device, whereby the keys are positively acting and the tool may not
pass downwardly through the device without shifting the sliding
sleeve.
It will also be seen that the pivotally supported sleeve shifting
keys pivot between sleeve engaging and sleeve releasing positions
when moving in a direction to shift the sliding sleeve in a flow
control device, and are compressible or retractable inwardly when
moving in an opposite direction for clearing obstructions through
which the tool cannot pass with the normal pivotal movement of the
keys.
It will be further seen that a tool of the character described is
operable by means of a pumpdown tool train, a wire line tool train,
or by means of an operating string such as a string of rods, tubing
or pipe.
A preferred form of sleeve shifting tool 320 embodying the
invention for operating a modified form of flow control device F is
illustrated in FIGS. 7 and 7A, where the tool is illustrated as
disposed within the flow control device at a position for shifting
the sleeve 215 of the device from an upper open position to a lower
closed position. The flow control device F performs the same
function of controlling communication between the interior and
exterior of a tubing string as the device S of FIGS. 2 and 5 and
already described. Further, the device F is compatible with the
pumpdown well system illustrated and described in patent
application Ser. No. 556,594, filed Jun. 10, 1966, now U.S. Pat.
No. 3,419,074, issued Dec. 31, 1968, and accepts anchoring
mechanisms and other apparatus shown in such application. One or
more of the flow control devices F may be included in the tubing
string T, spaced longitudinally at locations at which communication
is desired into the tubing string.
The device F includes an upper sub 200 which is internally threaded
at its upper end for connection with a section of tubing string
above it. The sub is provided with internal spaced locking recesses
201 and 202 for receiving locking mechanisms of the apparatus
described and illustrated in the aforesaid U.S. Pat. No. 3,419,074
and with a reduced bore portion 203 which receives a seal section
of the apparatus and also functions in the present invention to
hold the lower end portions of the sleeve shifting keys of the tool
320 pivoted outwardly while shifting the sleeve 215 of the flow
control device F downwardly. The upper sub 200 is threaded at its
lower end into the upper end of a nipple or housing section 204
which is provided with a plurality of circumferentially spaced
lateral ports 205 for providing flow communication between the
interior and exterior of the housing. The lower end of the housing
204 is threaded on the upper end of a lower sub 210 which has an
upper bore portion 211, a reduced middle bore or cam portion 212,
and a lower bore portion 213 of a diameter intermediate that of the
bore portions 211 and 212. An upwardly facing shoulder surface 214
is provided in the bore of the lower sub between the upper bore
portion 211 and intermediate bore portion 212.
A slidable sleeve or valve member 215 is slidably disposed in the
housing section for movement between an upper open position, shown
in FIGS. 7 and 7A, and a lower closed position FIG. 9. Upward
movement of the sleeve is limited by engagement of its upper end
surface 215a with the lower end surface 200a of the upper sub. The
sleeve has an upper bore portion 215b which is larger in diameter
than the cam bore portion 203 of the upper sub. A plurality of
circumferentially spaced lateral ports 220 provided in the sleeve
valve are alignable with the housing ports 205 when the sleeve
valve is at its upper position to provide flow communication
between the interior of the valve and the exterior of the housing.
Upper ring seal 221 and lower ring seals 222 are disposed within
internal annular recesses provided in the housing 204 above and
below the lateral ports 205 for sealing between the sliding sleeve
valve and the housing. Intermediate its ends, at the lower end of
the upper bore portion 215b the sleeve is provided with an internal
annular flange or boss 230 providing an upwardly facing downwardly
and inwardly sloping shoulder surface 231 and a downwardly facing
upwardly and inwardly sloping surface 232 which are engageable by
sleeve shifting keys on the tool 320 for moving the sleeve in the
housing. The sliding sleeve has a lower end portion 215c of reduced
external diameter below the boss 230 which telescopes into the
upper bore portion 211 of the lower sub 210 when the sleeve valve
is moved downwardly to its lower or closed position. When the
sleeve valve is moved downwardly to its closed position the ports
220 are below the seal rings 222 so that there is no fluid flow
communication between the exterior of the housing and the interior
of the sleeve 215 through the ports 205.
The lower end portion of the sleeve valve 215 has a plurality of
longitudinally extending circumferentially spaced lands 215d which
have upper shoulder surfaces 215e effectively defining an external
annular recess 224 around the sleeve valve at the upper ends of the
lands. The lands are provided at their lower ends with downwardly
and inwardly sloping surfaces 215f. An internal annular recess 234
is provided in the housing above the upper end of the lower sub
210, and an inwardly sprung snap ring or detent 233 in the form of
a "C" ring is disposed in the recess 234 to restrain the sleeve 215
against sliding movement at both its upper open position and its
lower closed position so that it is not accidentally moved. The
downwardly facing shoulder surfaces 215f on the sleeve lands are
engageable with the snapring for restraining the sliding sleeve
against downward movement, but when sufficient downward force is
applied to the sleeve the snapring is spread and expanded outwardly
into the recess 234 releasing the sleeve to move downwardly until
the snapring snaps or retracts inwardly into the recess 224 at the
upper end of the lands for releasably restraining the sleeve at its
lower position. An upward force on the sleeve engages the shoulders
215e at the upper ends of the lands with the snapring to cam the
snapring outwardly to release the sleeve for movement upwardly to
its open position as shown in FIG. 7A.
The sleeve shifting tool 320, FIGS. 7 and 7A is similar in function
and structure to the sleeve shifting tool 20, already described.
The tool 320 has a mandrel or body 370 having an upper external
annular enlargement 371 provided with a pair of laterally spaced
transversely extending slots 372 each of which has an upper portion
372a extending longitudinally substantially parallel with the
longitudinal axis of the body and a lower downwardly and inwardly
extending portion 372b. Each of the slots 372 receives a
transversely extending pin 373 pivotally supporting one of the
sleeve shifting keys 321 in longitudinally slidable and swingable
or pivotal relationship on the body. The opposite end portions of
the pivot pins 373 are secured with a key 321 supported thereby in
the same manner as the keys 21 of the tool 20. Each of the keys 321
is shaped generally similar to the keys 21 and fits in opposed
pivotally supported relationship along opposite sides of the body
370 for both pivotal and laterally expandable and retractable
movement on the body. Each key has an upper internal recess 375
conforming generally to the shape of the enlargement 371 on the
body and sufficiently longer than the enlargement to provide for
the necessary longitudinal movement of the key on the body which is
required when each of the keys move downwardly and inwardly on the
body. The keys are loosely fitted on the body to permit pivotal and
longitudinal movement. Each key has a lower internal recess 379 for
receiving a lower external annular enlargement or cam member 380 on
the body. The lower end of the recess 379 in each key is defined by
an upwardly facing downwardly and inwardly sloping cam surface 381
which is engageable with the downwardly facing downwardly and
inwardly sloping external cam surface 382 on the lower enlargement
or cam member 380 of the body, so that downward force is
transmitted directly from the body to the lower end portion of each
of the keys. Like the upper recess 375 of each of the keys, the
lower recess 379 is substantially longer than the cam member 380 to
provide for the desired pivotal and longitudinal movement of each
of the keys along the body. Each of the keys has an upper external
boss 384 providing an upwardly facing cam surface 385 and a
downwardly facing cam surface 390, and a lower external boss 391
provided with an upper cam surface 392 and a lower cam surface 393.
The cam surface 393 is engageable with the shoulder surface 231 of
the sliding sleeve 215 for moving the sleeve downwardly.
Additionally, the outer surface of each of the keys is relieved
along a lower portion 321a to facilitate wobbling or pivoting the
keys past obstructions in the tubing string and in the flow control
device. Each key is somewhat thicker along upper portion 321b above
an external shoulder 321c to provide sufficient thickness for
structural rigidity of the key along the internal recess 375.
The lower end of each key is V-shaped in section as defined by an
upwardly and inwardly sloping inner surface 393a and the upwardly
and outwardly sloping cam surface 393.
A ring 400 is disposed on the body 370 below the keys and is
supported on a spring 401 which biases the ring upwardly against
the lower ends of the keys. The upper face of the ring 400 is in
the form of a V-shaped groove 400a which is substantially
complementary to the shape of the lower ends of the keys, so that
the upward force exerted by the ring on the lower ends of the keys
tends to cam the lower ends of the keys inwardly toward the tool
body. The slopes of the key end surfaces 393 and the corresponding
outer surface portion of the groove 400a in the ring 400 is greater
than the slopes of the engaging cam surface 382 and the upwardly
facing inner key cam surfaces 381 so that the net effect of the
upward force of the ring on the lower ends of the keys is to cam
the lower end portions of the keys inwardly.
The lower end of the spring 401 is supported by an upwardly facing
shoulder surface 402 on a lower connector socket 403 threaded on
the lower end of the tool body 370 and locked in place by a pin
403a. The socket 403 is identical to the socket 103 already
described in connection with the sleeve shifting tool 20 and
functions to receive a coupler 410 for connecting the lower end of
the sleeve shifting tool in a pumpdown type tool string of the type
illustrated in FIG. 1 and already discussed. An upper connector
socket 411 is threaded on the upper end of the tool mandrel 370 for
connecting a coupler 410 to the upper end of the tool in the
pumpdown tool string.
FIG. 10 shows the sleeve shifting tool 320 fitted for use in a wire
line tool string of the type already discussed in connection with
the sleeve shifting tool 20. A sub or fishing neck 423 is
substituted on the upper end of the tool mandrel for the socket
connector 411. The sub 423 has a threaded pin 424 connected with
the tool string which includes a wire line socket 430 at its upper
end supported from a wire line 425. A retainer 420 threaded on the
lower end of the tool mandrel below the spring 401 is substituted
for the lower connector socket. The retainer has an upwardly facing
shoulder 422 engaged by the lower end of the spring 401, so that
the spring is confined between the retainer and the biasing ring
400 at the lower end of the keys 321.
When the tool 320 is moving freely through a full diameter portion
of the tubing string, as represented by FIG. 10, the spring 401
holds the ring 400 fully in contact with or seated against the
lower ends of the sleeve shifting keys so that the keys are
restrained at a substantially neutral position generally parallel
with the longitudinal axis of the tool body. At such position the
internal cam surface 381 at the lower end of the lower recess 379
in each key is biased against the downwardly facing cam surface 382
on the lower enlargement 380 of the tool mandrel 370 and the lower
end surfaces 393 and 393a are seated in the key groove 400a. The
pivot pin 373 of each key is located in its slot 372 substantially
as shown in FIG. 7, though the keys are parallel with the body as
distinguished from pivoted outwardly along their lower ends as in
FIG. 7.
The sleeve shifting tool 320 is operable in a pumpdown system by
means of a tool train of the type illustrated in FIG. 1, by means
of a wire line type of tool string as shown in FIG. 10, or by means
of a rod, tubing or pipe string, not shown, connected to the pin
424 of the sub 423. The actual operation of the sleeve shifting
tool is the same with each of the various apparatus for moving it
through the tubing string. The tubing string in which the tool
string is operated as illustrated in FIG. 1 will, of course,
include the flow control devices F instead of the devices S since
the devices F are especially designed for manipulation by the
sleeve shifting tool 320.
The tool is moved downwardly in the tool string with its sleeve
shifting keys 321 held at their neutral position by the ring 400,
FIG. 10, until the lower ends of the keys enter the restricted bore
portion 203 at the lower end of the sub 200 of the first or
uppermost flow control device F. Above this restricted bore portion
the internal diameter of the sub, with the exception of those
portions along the locking recesses 201 and 202, is the same as the
full diameter of the tubing string above the flow control device so
that the sleeve shifting keys remain at their neutral position
until their lower ends enter the restricted bore portion 203. The
restricted bore portion cams the lower ends of the keys slightly
inwardly pivoting the keys on the pins 373 so that the lower end
portions of the keys pass through the restricted bore portion into
the upper bore portion 215b of the sleeve valve 215. As soon as the
lower key bosses 391 pass below the restricted bore portion 203,
the upward force of the ring 400 against the keys returns the keys
to their neutral positions until the upper external bosses 384 on
the keys arrive at the restricted bore portion 203. When the upper
bosses 384 enter the restricted bore portion the upper end portions
of the keys are cammed inwardly, pivoting the keys on the pins 373
and moving the lower end portions of the keys outwardly. The
substantial length of the keys below the support pins compared with
the length of the keys above the pins provides for a relatively
small amount of inward movement of the upper end portions of the
keys to effect a substantial outward movement of the lower end
portions of the keys as the keys pivot. The keys and components of
the flow control device F are so relatively proportioned that the
upper key bosses 384 enter the restricted bore portion 203 when the
lower cam surfaces 293 on the keys are slightly above the cam
surface 231 of the sliding sleeve at the upper end of the internal
annular flange 215. The tool continues downward movement until the
key surfaces 393 engage the sleeve shoulder surface 231. Since the
restricted bore portion 203 of the sub 200 holds the upper end
portions of the keys inwardly, the lower end portions of the keys
are held outwardly and cannot move inwardly, so that further
downward movement of the tool also moves the sleeve 215 downwardly.
The downward force applied at the upper end of the tool mandrel 370
from a piston unit 26 in a pumpdown tool train, a wire line tool
string, or a supporting pipe string is transmitted directly from
the lower cam surface 382 of enlarged portion 380 of the tool
mandrel through the lower end portion of the keys to the sliding
sleeve at its shoulder surface 231, so that the pins 373 function
for pivotal support of the keys but do not transmit force between
the keys and the tool mandrel.
As the sliding sleeve valve 215 is forced downwardly in the housing
204 the downwradly facing shoulder surfaces 215f on the lands 215d
engage the detent ring 233 expanding or spreading the ring
outwardly releasing the sleeve for downward movement. The sleeve
shifting tool continues to force the sliding sleeve valve
downwardly so long as the upper bosses 384 of the keys are engaged
with the restricted camming bore portion 203 of the upper sub. At
substantially the same time as the upper key bosses pass downwardly
from the camming bore, the detent ring 233 enters the upper recess
224 on the lower end portion of the sliding sleeve valve to hold
the sleeve at its lower closed position. If the sleeve is forced
downwardly slightly beyond the position of alignment of the detent
ring with the recess 224 the lower end of the sleeve will engage
the upwardly facing stop shoulder surface 214 in the bore of the
lower sub 210 to prevent any further downward movement of the
sleeve.
As soon as the upper bosses 384 of the keys exit from the
restricted camming bore portion 203, the lower end portions of the
keys are free to pivot inwardly. The upward force of the spring 401
acting on the ring 400, coupled with the camming action of the
shoulder surface 231 in the sliding sleeve against the lower outer
end surfaces 343 of the keys, cams the lower ends of the keys
inwardly as soon as the keys are free to swing or pivot, and the
keys are disengaged from the surface 231 of the sliding sleeve,
releasing the shifting tool to move downwardly in the tubing
string.
The lower outer bosses 391 on the keys move through the internal
boss or flange 230 of the sliding sleeve leaving the sleeve at its
lower position as the shifting tool moves downwardly. When the
upper bosses 384 of the keys arrive at the boss 230, the lower
bosses 391 are substantially below the restricted bore portion 212
of the lower sub so that the keys are free to pivot on the pins 373
and the upper end portions of the keys are cammed inwardly until
the upper bosses 384 pass downwardly through the sleeve bore 230.
The keys continue to wobble, swing, or pivot sufficiently as the
tool moves downwardly to fully clear the flow control device, after
which the keys are returned by the spring biased ring 400 to their
neutral position, in which they remain as the tool moves downwardly
in the tubing string until the next flow control device is reached,
at which time the cycle of engagement with the sliding sleeve,
movement of the sleeve downwardly to its closed position, and
release from the sleeve is repeated.
After the desired number of flow control devices F in the tubing
string have been closed by the downward movement of the sleeve
shifting tool 320, the tool is returned to the surface through each
of the sliding sleeve valves without shifting the valves from their
lower closed positions. As the tool passes upwardly through the
flow control devices the keys 321 wobble or pivot on the pins 373
sufficiently for the keys to pass through the various restrictions
in the flow control devices. As in the case of the sleeve shifting
tool 20, if the keys 321 encounter an obstruction in the tubing
string or in any of the flow control devices past which the keys
cannot move by normal pivotal action on the pins 373, the keys are
forced downwardly and inwardly by the obstruction as the pins 373
move into the lower end portions 372b of the pivot pin slots. The
inward position of the keys provides additional lateral clearance
around the tool for movement past the obstruction, as already
discussed.
It will now be seen that another new and improved form of sleeve
shifting tool has been described and illustrated which includes
sleeve shifting keys of substantial length swingably or pivotally
supported near their upper ends whereby a minimum of lateral
movement of the upper end portions of the keys effects maximum
lateral movement of the lower end portions thereof. It will also be
seen that the keys have V-shaped lower end cam surfaces engageable
by a spring biased ring having a complementary recessed V-shaped
upper face for biasing the keys to a neutral position on the
mandrel while allowing the keys to pivot on pivot pins permitting
lateral movement of the upper and lower end portions of the keys
for engaging a sliding sleeve and providing for the keys to wobble
or pivot sufficiently to pass through the sliding sleeve when not
held at their sleeve engaging positions.
FIG. 9 illustrates a sleeve shifting tool 500 for moving the
sliding sleeve 215 of the flow control device F upwardly from its
lower closed to its upper open position, thereby returning the
sleeve to the position of FIGS. 7 and 7A. The upshifting tool 500
has a mandrel or body 501 provided with a central annular
enlargement 502 which has a pair of laterally spaced transverse
slots 503 formed therein. Each slot has a central longitudinal
portion 503a extending substantially parallel with the longitudinal
axis of the mandrel, an upwardly and inwardly inclined upper
portion 503b, and a downwardly and inwardly inclined lower portion
503c. A pair of oppositely positioned longitudinally extending
sleeve shifting keys 504 are each loosely swingably or pivotally
supported on the mandrel by a pivot pin 505 which passes through
one of the slots 503 and is secured at its opposite ends in the key
in the same manner as described in connection with the tool 20 and
illustrated in FIG. 4.
Each of the keys 504 has a lower internal arcuate recess 510 which
receives a portion of the mandrel enlargement 502 and is somewhat
longer than the enlargement to permit longitudinal movement along
the mandrel. Each of the keys also has an upper internal arcuate
recess 511 which receives a cam ring 512 secured by a shear pin 513
on the mandrel for transmitting force from the mandrel to the keys.
The ring 512 has a downwardly and outwardly sloping shoulder upper
surface 512a which is engageable with the downwardly facing sloping
shoulder surface 511a of each key at the upper end of the upper key
recess 511. The upper end of each of the keys has boss 524 formed
with an outwardly facing upwardly and inwardly sloping upper cam
surface 514 and an inner downwardly and inwardly sloping end
surface 515 providing a substantially V-shape to the upper end of
the key.
A ring 520 is movably disposed on the mandrel above the upper end
of the keys and biased downwardly by a spring 521 confined between
the ring and an upper socket connector 540 for biasing the keys to
a neutral position in the same manner as the ring 400 in the
downshifting tool 320. The ring 520 has lower V-shaped face defined
by an inner downwardly and inwardly sloping surface 522 and an
outer downwardly and outwardly sloping surface 523. The lower face
of the ring is engageable with the V-shaped upper ends of the
sleeve shifting keys for releasably holding the keys at a neutral
position. Each of the keys also has at its lower end a lower
external boss 525. The outer surface of each of the keys is
relieved along an upper portion 530 between the bosses to provide
sufficient clearance for pivoting past the various restrictions
encountered in the tubing string and flow control devices. Each of
the keys is somewhat thickened along a lower portion 531 to provide
sufficient material strength along the lower internal recess
510.
The upper socket connector 540 is threaded on the upper end portion
of the tool mandrel 501 for receiving a coupling 541 to connect the
upper end of the upshifting tool into a pumpdown type tool string,
as illustrated in FIG. 1. The socket connector 540 has a downwardly
facing shoulder surface 542 engaged by the upper end of the spring
521 so that the spring for biasing the ring 520 downwardly is
confined between the shoulder and the upper face of the ring 520.
Similarly, a lower socket connector 543 is threaded on the lower
end portion of the tool mandrel for receiving a coupler 544 for
connecting the lower end of the upshifting tool into the pumpdown
type tool string.
The upshifting tool 500, as in the case of the other sleeve
shifting tools disclosed and described herein, is readily
convertible for use in a conventional wire line tool string, as
illustrated in FIG. 11. The lower socket connector 543 is replaced
by a lower guide plug or member 550 while the upper socket
connector 540 is similarly replaced by a fishing neck or sub 551
having a downwardly facing shoulder 552 engaged by the upper end of
the spring 521. The sub 551 is connected to the lower end of a
conventional wire line tool string 553 supported from a wire line
554 in the usual manner.
Since the upshifting tool 500 is adapted for moving sleeves
upwardly to their closed positions, it is necessary first to lower
the tool to a position below the flow control device or devices to
be closed by such upward movement of the tool.
As the tool is moved downwardly through the tubing string, the
sleeve shifting keys 504 are held by the ring 520 in a neutral
position in which they are substantially parallel with the tool
mandrel, as represented in FIG. 11, so long as the tool is in
normal diameter portions of the tubing string. When the tool
reaches the uppermost flow control device F and the keys enter the
restricted cam bore portion 203 of the device, the lower end
portions of the keys are pivoted inwardly sufficiently to pass
downwardly through such restricted bore into the larger bore of the
housing 204 below the upper sub. When the upper bosses 524 of the
keys enter the restricted cam bore portion 203 they are cammed
inwardly, pivoting the lower end portions of the keys outwardly
until the upper end portions of the keys pass below the restricted
bore portion. Since the sleeve valve 215 is already at its lower
position, the expanded lower end portions of the keys may move
freely downwardly in the housing 204 and sleeve without engaging
the shoulder 231 of the sleeve. The tool continues downwardly
through the flow control device with the sleeve shifting keys
wobbling, swinging, or pivoting sufficiently to clear the various
restrictions within the flow control device, including the inner
flange or boss 230 of the sleeve and the restricted bore portion
212 of the lower sub 210. If the keys encounter an obstruction
beyond which they cannot pass by the normal pivotal or wobbling
effect, the keys are forced upwardly on the tool mandrel with the
pivot pins 505 moving upwardly in the slots 503 to enter the
inwardly sloping slot upper portions 503b and the keys are
retracted inwardly toward each other to provide additional
clearance for the keys to pass beyond the obstruction.
After the upshifting tool is below the lowest of the flow control
device or devices which are to be returned upwardly to closed
positions, the tool train is reversed and moved upwardly in the
tubing string. As the tool enters a flow control device from below,
the upper end portions of the keys enter the restricted bore cam
portion 212 of the lower sub 210 camming the upper ends of the keys
slightly inwardly until they have moved above the restricted bore
portion and enter the lower end of the bore of the sliding sleeve
215. When the lower bosses 525 of the keys enter the restricted
bore portion 212, the lower ends of the keys are cammed inwardly to
swing or pivot the keys on the pins 505, swinging the upper end
portions of the keys laterally outwardly so that the outer upper
end surfaces 514 of the upper bosses engage the lower shoulder
surface 232 of the sliding sleeve. The outward movement of the
upper ends of the keys cams the ring 520 upwardly against the force
of the spring 521. FIG. 9 illustrates the upshift tool at about the
position at which it initially engages the shoulder 232 of the
sliding sleeve for moving the valve upwardly. The force applied to
the mandrel of the tool for moving the tool upwardly is transmitted
from the mandrel through the shear pin 513 to the ring 512. The
upper face 512a of the ring engages the inner downwardly facing
surface 511a of each key, thereby applying upward force to the
upper end portions of each of the keys which is then transmitted
from the surface 514 of each of the keys to the internal shoulder
surface 232 of the sliding sleeve. Thus, the upward force necessary
to move the sleeve is not applied to the pivot pins 505.
As the sleeve moves upwardly the detent ring 233 is cammed
outwardly into the recess 234 by the upper end surfaces 215e on the
sleeve, releasing the sleeve for upward movement. The tool moves
the sleeve upwardly until the bosses 525 at the lower ends of the
keys emerge upwardly from the restricted bore cam portion 212, at
which time the sleeve is at its upper closed position and the
detent ring 233 is contracted inwardly around the sleeve below the
lower cam surfaces 215f on the lower end portion of the lands 45d
on the sleeve.
Since the lower bosses 525 on the keys have moved above the
restricted bore portion 212, the lower ends of the keys are free to
expand slightly, allowing the keys to pivot so the upper end
portions of the keys swing inwardly due to the combined action of
the spring biased ring 520 and the shoulder surface 532 acting on
the key surfaces 514. The keys are thus cammed inwardly back to
their neutral positions.
The sleeve is thus released at its upper closed position, with the
tool continuing upwardly and the sleeve shifting keys wobbling or
pivoting to clear the remaining restricted bore portions of the
flow control device.
If, when the keys engage the sliding sleeve, the sleeve is stuck
and cannot be moved upwardly by the normal force employed with the
operating tool string, the shear pin 513 holding the ring 512 on
the tool mandrel is sheared, allowing the ring to move downwardly
on the mandrel and thereby freeing the sleeve shifting keys for
downward movement to the extent permitted by the engagement of the
pivot pins 505 in the slots 503. As the keys are forced downwardly,
the pins 505 enter the downwardly and inwardly sloping lower end
portions 503c of the slots, so that the keys are retracted inwardly
to provide additional clearance for the keys to move upwardly
through the sliding sleeve, leaving it at the position at which it
is stuck. The upshifting tool is then retrieved from the tubing
string, and other standard tools including a jarring tool are
incorporated into the tool string in accordance with normal
procedures for releasing the sliding sleeve to return it to
operative condition.
The procedure described for moving the sliding sleeve is repeated
at each of the flow control devices encountered in moving the
upshifting tool upwardly in the tubing string.
It will now be seen that a still further form of new and improved
sleeve shifting tool for moving a sliding sleeve from a lower to an
upper position has been described and illustrated. While the flow
control device has been described as shifted from closed top to
open position, it is obvious that the lateral flow ports may be
arranged otherwise. It will be seen that the tool includes
pivotally supported sleeve shifting keys urged upwardly by a shear
pin supported driving ring which is releasable when a predetermined
upward force is applied to the mandrel of the tool for allowing the
sleeve shifting keys to be retracted inwardly by downward movement
of the keys on the tool mandrel for clearing obstructions in the
tubing string or flow control device. It will also be seen that the
sleeve shifting keys are normally biased to a neutral position on
the tool mandrel when either end portion of the keys is within a
restricted bore portion of the tubing string or a flow control
device therein.
The foregoing description of the invention is explanatory only, and
changes in the details of the constructions illustrated may be made
by those skilled in the art, within the scope of the appended
claims, without departing from the spirit of the invention.
* * * * *