U.S. patent number 3,696,868 [Application Number 05/099,534] was granted by the patent office on 1972-10-10 for well flow control valves and well systems utilizing the same.
This patent grant is currently assigned to Otis Engineering Corporation. Invention is credited to Donald F. Taylor, Jr..
United States Patent |
3,696,868 |
Taylor, Jr. |
October 10, 1972 |
**Please see images for:
( Certificate of Correction ) ** |
WELL FLOW CONTROL VALVES AND WELL SYSTEMS UTILIZING THE SAME
Abstract
A valve for installation in a flow conductor for controlling
flow of fluids through the conductor, which may be controlled from
a remote point and which may act automatically as a safety valve,
including means for positively propping the valve in the open
position to hold the same in such open position when desired, for
performing various well service operations through the valve, for
taking the valve out of operation permanently or for flowing the
well without affecting operation of the valve, and further
including means for locating and operating a supplemental flow
control valve at such point in the flow conductor. Also includes a
releasable restraining device for holding the valve in the open
position which is movable to a position freeing the valve for
normal functioning.
Inventors: |
Taylor, Jr.; Donald F. (Dallas,
TX) |
Assignee: |
Otis Engineering Corporation
(Dallas, TX)
|
Family
ID: |
22275469 |
Appl.
No.: |
05/099,534 |
Filed: |
December 18, 1970 |
Current U.S.
Class: |
166/375; 137/629;
166/322; 137/384.8; 166/323 |
Current CPC
Class: |
E21B
34/106 (20130101); Y10T 137/86936 (20150401); E21B
2200/04 (20200501); Y10T 137/7225 (20150401) |
Current International
Class: |
E21B
34/10 (20060101); E21B 34/00 (20060101); E21b
033/00 () |
Field of
Search: |
;166/224,224S,315
;137/384.8,630.19 |
References Cited
[Referenced By]
U.S. Patent Documents
Primary Examiner: Leppink; James A.
Claims
What is claimed and desired to be secured by Letters Patent is:
1. A well flow control system for a well having a flow conductor
therein communicating with a producing formation and leading to the
well head and surface flow connections of the well, said system
including: a flow control valve connected in the flow conductor for
controlling flow of fluids through said conductor and having valve
closure operator means movable longitudinally of the flow conductor
between positions in which the valve is open and closed, means for
controlling movement of said valve closure operator means between
valve closure opening and closing positions, said valve operator
means being normally movable longitudinally to move said valve
closure to closed position by well fluid pressure to shut off flow
through the flow conductor; means in said valve normally inactive
and movable to a position to engage the valve operator means to
lock the same in a position positively holding said valve closure
open.
2. A well flow control system of the character set forth in claim 1
including: pack-off tool means having a flow passage therethrough
securable in said flow control valve and having sealing means
thereon sealing between said pack-off tool and said flow control
valve on longitudinally opposite sides of said valve closure and
operator means to isolate the same from fluids flowing through said
flow control valve through said flow passage of said pack-off tool
means.
3. A well flow control system of the character set forth in claim 2
including: supplemental flow control valve means in said pack-off
tool means operable to control fluid flow through said flow passage
of said pack-off tool means.
4. A well flow control system of the character set forth in claim 1
including: fluid pressure responsive means on said valve operator
means for moving said operator means longitudinally of said flow
control valve in response to control fluid pressure; and control
fluid conductor means from the surface of the well to the flow
control valve for conducting control fluid under pressure to said
valve to act on said pressure responsive means to move said valve
operator means to control actuation of said valve closure from the
surface.
5. A well flow control system of the character set forth in claim 4
including: pack-off tool means having a flow passage therethrough
securable in said flow control valve and having sealing means
thereon sealing between said pack-off tool and said flow control
valve on longitudinally opposite sides of said valve closure means
and operator means to isolate the same from fluids flowing through
said flow control valve through said flow passage of said pack-off
tool means and from said pressure responsive means and the control
fluid pressure acting thereon.
6. A well flow control system of the character set forth in claim 5
including: supplemental flow control valve means in said pack-off
tool means operable to control fluid flow through said flow passage
of said pack-off tool means; and means for admitting control fluid
from said control fluid conductor means and said pressure
responsive means of said flow control valve means for controlling
actuation of said supplemental flow control valve means.
7. A well flow control system of the character set forth in claim 6
including: means for conducting control fluid from said flow
control valve means to said supplemental valve means; and means
coacting with said means for holding the valve operating means in a
position locking said valve closure open for controlling flow of
operating fluid to said supplemental valve means.
8. A well flow control system for a well having a flow conductor
therein communicating with the producing formation in the bore of
the well and supported at the surface by a well head assembly and
having flow line connections at the surface, including: a flow
control valve in said flow conductor having a valve closure member
therein movable between positions opening and closing off flow
through said valve; actuating means in said valve for actuating the
valve closure means movable longitudinally of said valve for
actuating said valve closure means between open and closed
position; valve locking means in said valve initially in an
inoperative position in said valve and movable to an operative
position engaging said longitudinally movable valve actuating means
to positively lock said valve actuating means in position holding
said valve closure means open.
9. A well system of the character set forth in claim 8 wherein said
valve locking means includes: means releasably holding said locking
means in position holding the valve open and releasable to unlock
said valve locking means for movement from such position to the
initial inoperative position to permit resumption of operation of
the valve in a normal manner.
10. A well system of the character set forth in claim 8 wherein:
means is provided in the flow conductor down-stream of the valve
for supporting and holding a pack-off tool in place in the flow
conductor extending through the valve for isolating the valve from
well fluids flowing through the flow conductor.
11. A well system of the character set forth in claim 10 wherein
said pack-off tool includes: supplemental flow control valve means
on said pack-off tool operable for controlling flow through said
pack-off tool while the same is in place in said flow
conductor.
12. A well flow conductor valve including: a housing having means
for connecting it in flow communication with a well flow conductor;
valve means disposed in the housing and movable therein between
open and closed positions for controlling flow through the housing;
operating means in said housing movable longitudinally thereof for
actuating said valve to move the same between open and closed
positions; locking means in the housing initially in an inoperative
position spaced from said operating means and movable to a position
engaging said valve operating means to positively lock said valve
operating means in position holding said valve in open
position.
13. A valve of the character set forth in claim 12 wherein: said
locking means is positively locked in said position holding said
valve open.
14. A valve of the character set forth in claim 12 wherein: said
locking means is releasably held in position locking said valve
operating means in position holding the valve open, and is
releasable from engagement with said valve actuating means for
movement to said initial inoperative position to permit the valve
to resume operation.
15. A valve of the character set forth in claim 12 wherein said
locking means comprises: a pair of opposed collet members having
intermeshing projecting spring resilient fingers with bosses on
their ends; a stop shoulder on the valve housing engagable by the
bosses of a first one of said collet members for initially holding
said collet member in a position in which said locking means is
inoperative; second shoulder means on said housing engagable by
said bosses on said first collet for releasably restraining said
locking means in position holding said valve actuating means in
position locking the valve open; said valve actuating member having
a shoulder thereon engagable by the bosses of the second of said
collet members for locking said actuating member in position
holding the valve open.
16. A valve of the character set forth in claim 15 including:
additional restraining means on said first collet member and said
housing for holding said first collet means in position holding the
actuating member in position locking the valve open.
17. A valve of the character set forth in claim 12 including: fluid
pressure responsive means on said operating means; means for
conducting control fluid pressure to said valve housing for acting
on said fluid pressure responsive means to control movement of said
operating means in response to such control fluid pressure; and
means at the surface for controlling control fluid pressure
conducted through said control fluid conductor means to the valve
in response to predetermined conditions.
18. A valve of the character set forth in claim 17 including:
second fluid pressure conductor means communicating with the valve
housing to act on said operating means in a direction opposite the
control fluid pressure from said first control fluid conductor
means, said two conductor means for control fluid providing means
for counterbalancing the hydrostatic pressure of the control fluids
in such conductor means from the surface to the valve housing to
reduce the effect of such hydrostatic pressure on the valve
operator means.
19. A valve of the character set forth in claim 12 including: a
tubular landing nipple having locating, locking and sealing
surfaces in its bore connected with the valve housing for receiving
and positioning a pack-off tool; and a pack-off tool having
longitudinally spaced sealing means thereon, one engaging the
sealing surface of said landing nipple and the other engaging the
housing on the longitudinally opposide side of the valve means, the
valve operating means and the restraining means in the housing from
said landing nipple; and a flow passage through said pack-off tool
for conducting fluids therethrough in a path isolated from said
valve.
20. A valve of the character set forth in claim 19 including:
supplemental fluid flow control valve means in said pack-off tool
operable to control flow through the flow passage of said pack-off
tool and means for conducting control fluid from one of said
control fluid conductors connected with said valve housing to said
supplemental valve means for controlling actuation of said
supplemental valve means.
21. A method of operating a well including: installing a flow
conductor in said well for conducting fluids from a producing
formation therein to the surface; controlling flow through said
flow conductor by a valve in said flow conductor controlled by
control fluid from the surface in response to predetermined
conditions of flow through the flow conductor and at the well
surface; moving said valve to open position independently of said
control fluid from the surface; locking said valve in such open
position for performing well servicing operations through the open
valve.
22. A method of the character set forth in claim 21 including:
providing a flow path through the valve isolated from the valve for
conducting well fluids from the producing formation through such
isolated path without contacting the valve.
23. A method as set forth in claim 21 including: providing a
supplemental valve for control of fluid flow through the first
valve while said first valve is held in the open position.
24. A method of the character set forth in claim 22 including:
controlling fluid through the isolated path through the valve in
response to said control fluid from the surface.
Description
This invention relates to well flow control valves and well
systems, more particularly to subsurface automatic safety devices
for controlling flow of fluids through flow conductors in wells and
which may be responsive to the flowing well fluids for operation or
may be surface controlled.
It is one object of the invention to provide means for positively
holding the valve in open position, when desired.
It is a particular object of the invention to provide means for
positively holding the valve in open position, when desired, for
performing well service operations therethrough, for flowing well
fluids under certain conditions without effecting operation of the
valve, and for removing the valve from service and inserting a
supplemental valve in place at such location.
A further object of the invention is to provide a restraining
device for holding the valve in the open position which is
releasable for movement to a position permitting the valve to
resume normal operation.
Still another object of the invention is to provide in a valve and
well system of the character described means for receiving and
supporting a supplemental flow control valve to replace the
previously installed valve when the first valve has been rendered
inoperative or unsuitable for operation for any reason.
Still another object of the invention is to provide a well flow
control system including automatic well flow control valve
responsive to the flowing conditions of the fluids flowing through
the flow conductor in the well and/or surface controlled from a
remote point, and means for holding the valve in open position for
performing service operations through the valve, for rendering the
valve inoperative to function in the normal manner, and for
directing flow of fluids through the valve in a path isolated from
the valve structure.
A further object of the invention is to provide a well system of
the character just described including means for inserting or
installing a supplemental valve at the location of the valve
previously in service after said first valve has been taken out of
operation for any reason.
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 view of a well installation showing the flow
control valve and system of the invention, and showing the valve
operative to permit flow through the flow conductor to the
surface;
FIG. 2 is a fragmentary schematic view similar to FIG. 1 showing
the flow control valve of the system being locked in open
position;
FIG. 3 is a schematic view similar to FIG. 1 showing the valve of
the well system with the valve propped in open position and a
pack-off tool installed to isolate the valve from fluids flowing
through the flow conductor;
FIG. 4 is a view similar to FIG. 3 showing the valve held open and
with a pack-off tool having a supplemental flow control valve
connected therein;
FIG. 5-A is an enlarged view, partly in elevation and partly in
section, of the lower portion of a flow control valve constructed
in accordance with the invention showing the same in closed
position;
FIG. 5-B is a continuation of FIG. 5-A, showing the upper portion
of the valve;
FIG. 6-A is a view similar to FIG. 5-A showing the lower portion of
the valve in the open position during normal operations;
FIG. 6-B is a continuation of FIG. 6-A, showing the upper portion
of the valve;
FIG. 7 is a fragmentary view similar to FIG. 6-B showing the valve
mechanism locked in the open position;
FIG. 8 is a fragmentary view, partly in elevation and partly in
section, of a modified form of valve locking or propping mechanism
showing the same in position permitting the normal operation of the
valve;
FIG. 9 is a view similar to FIG. 8 showing the locking or propping
mechanism engaged with the valve for positively holding the same in
open position;
FIG. 10 is a fragmentary view, partly in elevation and partly in
section, of a releasable restraining device for holding the valve
in open position, and showing the restraining device in position
permitting normal operation of the valve;
FIG. 11 is a view similar to FIG. 10 showing the restraining device
operated to releasably hold the valve in the open position;
FIG. 12 is a horizontal cross-sectional view taken on the line 12
-- 12 of FIG. 11;
FIG. 13 is a horizontal cross-sectional view taken on the line 13
-- 13 of FIG. 11;
FIG. 14 is a fragmentary view, partly in elevation and partly in
section, of a further modified form of a locking device for use
with the valve showing the same in position permitting normal
operation of the valve; and,
FIG. 15 is a view similar to FIG. 14 showing the locking mechanism
operative to positively hold the valve in open position and
providing a supplemental control fluid flow path for controlling
actuation of a supplemental control valve anchored in the first
valve assembly.
In the drawings, FIGS. 1 through 4, is schematically shown a well
installation having the flow control valve and system of the
invention illustrated as disposed within the well for operation
therein. As shown, the well casing C extends downwardly to a
producing zone near the bottom thereof where inlet perforations I
are provided for admitting well fluids into the bore of the casing.
A tubing string T extends downwardly from the surface of the well
to serve as a flow conductor in the usual manner, being supported
and sealed off by a well head H at the upper end of the string of
casing. On the lower end of the string of tubing T is a packer P
for sealing between the tubing and the casing above the
perforations I in the usual manner. The flow control valve V is
connected in the tubing string above the packer and at a desired
suitable depth in the well. Above the valve is a landing nipple N
which is connected to the upper end of the valve and to the tubing
string thereabove. A lateral flow line or service line W is
provided at the upper end of the casing and has a valve X therein
for controlling entrance or withdrawal of fluids from the annulus
between the tubing and casing when desired. A master valve M is
connected in the tubing string above the well head for controlling
flow into or out of the tubing string.
As shown, control fluid lines L-1 and L-2 are connected at their
lower ends to the valve V and extend upwardly in the annular space
between the tubing and casing through the well head H and to a
surface control unit S by means of which control fluid for
controlling actuation of the valve may be transmitted to the valve
for operating the same, or for controlling operation of the valve
from the surface.
In the usual operation of the well, the valve is in the open
position shown in FIG. 1 to permit flow of fluids upwardly
therethrough to the surface through the master valve and surface
flow line (not shown). Should a condition arise which would result
in the need to close off flow through the tubing string, the valve
V may be operated to shift the closure member B to a closed
position, closing off flow through the valve. The structure of the
valve V is illustrated in FIGS. 5, 6, and 7, and will be described
in detail hereinafter. However, in general, the ball closure B is
moved between open and closed positions in response to longitudinal
movement of an actuating sleeve A movable longitudinally in the
valve housing.
Under some conditions, it is desirable to positively hold the valve
in the open position shown to permit moving well tools downwardly
therethrough to the tubing string therebelow, or for other
purposes, as will be hereinafter more fully set forth. For such
control of the movement of the valve, a restraining or locking
mechanism R is provided which is normally initially in the
inoperative position shown in FIG. 1, but which may be moved to a
lower position in the valve housing to engage the upper end of the
actuating sleeve A to lock the same downwardly and thus positively
hold the ball closure B in the open position. The restraining or
locking member R is shown in FIG. 2 moved into such lower
position.
For moving the restraining tool to the lower position shown in FIG.
2, a shifting tool similar to that shown in the patent to Grimmer
et al., U.S. Pat. No. 3,051,243, dated Aug. 28, 1962, is moved into
the well by wireline lowering and raising mechanisms (not shown) or
by means of a pump-down tool locomotive F, which may be of the type
illustrated and described in the application of Donald F. Taylor,
Ser. No. 784,162, filed Dec. 16, 1968 issued as U.S. Pat. No.
3,543,852 on Dec. 1, 1970. As is illustrated in the aforesaid
application and in FIG. 2, locomotive tools may be connected to the
shifting tool J at opposite ends thereof for moving the shifting
tool in opposite directions in the well tubing.
The shifting tool is provided with keys K which engage in
complementary recesses formed in the bore of the restraining member
R, as shown in FIG. 2, for actuating the restraining member from
the upper position to the lower position. The configuration on the
face of the keys and in the recesses in the bore of the restraining
member is so chosen that it does not correspond to that of any
other recess or series of recesses or grooves in the tubing string,
or in the valve or landing nipple connected in the tubing string,
whereby it is assured that the shifting tool J will only actuate
the restraining member R when desired.
The retaining mechanism R is positively held in its lower position
by a snap ring or detent member Q which engages suitable shoulders
on the valve housing and on the retaining mechanism to lock or
positively hold or restrain the actuating sleeve A in the lower
position in which the valve ball closure member B is held in the
open position.
With the valve held in the open position, the shifting tool J may
be removed from the tubing string by the locomotives F, or wireline
tools, as desired, and flow through the valve may take place
regardless of any operating fluid pressure acting on the valve, or
regardless of whether the control lines L-1 and L-2 have ruptured
or been damaged to admit loading fluid or foreign pressure, such as
sea water in a submarine well installation, to act on the actuating
sleeve of the valve.
Further, it is believed readily apparent that, should the valve
mechanism in any manner be damaged so that the valve would not be
operative in the normal fashion, it may be desirable to isolate the
valve from the flowing well fluids and to assure that the valve
does not function. The isolation from flowing fluids could be
desirable in the event a leak developed in the valve structure or
any part thereof.
In such an event, a pack-off tool G may be lowered through the
tubing string and anchored in the landing nipple N by means of a
suitable latching device Y, which may be a tool similar to that
shown in the patent to Tamplen, U.S. Pat. No. 3,208,531, issued
Sept. 28, 1965, having locking dogs which engage in a suitable
locking recess formed in the landing nipple N in the manner set
forth in the patent. The pack-off tool G would include a pair of
longitudinally spaced seal elements Z at the opposite ends thereof
and a tubular central body flow conductor section between said seal
elements. The upper seal element seals in the bore of the landing
nipple N while the lower seal element seals in the bore of the
valve housing below the ball closure member, or in the tubing
string therebelow, as desired. Since the pack-off tool has a
tubular body between the seal elements Z thereof, the flow of
fluids from the producing formation will be conducted through the
pack-off tool in a path completely isolated from the valve
structure.
If desired, it is believed readily apparent that a supplemental
flow control valve V-2 may be positioned within the landing nipple
N and the valve V, as shown in FIG. 4, for controlling flow through
the tubing string after the valve V has been rendered inoperative
for any reason. In this arrangement, a valve such as that shown in
the application of Dollison, Ser. No. 786,149, filed Dec. 23, 1968,
now U.S. Pat. No. 3,583,442, issued June 8, 1971 may be
incorporated in the tubular body of the pack-off tool G between the
packing or sealing elements Z at the opposite ends thereof and held
positively in place in the valve housing by the locking mechanism
Y. Any other suitable valve may also be used, however.
In such an installation a modified restraining mechanism and
control fluid valve structure would be provided in the valve
housing of the valve V, as shown in FIG. 4, and as will be
explained hereinafter more fully in connection with the details of
structure of such a valve and restraining member. The restraining
means R-2 of FIG. 4 also functions as a valve to control flow of
control fluid into the valve housing. When the restraining means
R-2 is moved to the position holding the valve V open, a
supplemental path for control fluid is opened into the bore of the
housing communicating with the annular space between the
supplemental valve V-2 and the bore of the valve housing V between
the packing elements Z, and such control fluid would function to
control actuation of the valve V-2 in the same manner as the
control fluid previously functioned to control actuation of the
valve V.
It will, therefore, be seen that a well system has been provided in
which a flow control valve is connected in the flow conductor of a
well for controlling flow therethrough, and that such valve may be
of any desired type in which the valve closure member is moved
between open and closed positions by longitudinally movable
actuating sleeve or member; and, that a restraining means is
provided in the valve engageable with the actuating sleeve to
positively hold the same in a position in which the closure member
is open for flow through the valve.
It will also be seen that a system has been provided which permits
the installation of a pack-off tool in the bore of the valve to
isolate the valve from the well fluids being flowed through the
flow conductor to the surface when it is desired to do so, as for
example, when the valve fails to function properly, or leaks or
other undesirable conditions arise.
It has further been shown that a supplemental valve may be
installed in the original valve, in combination with a pack-off
tool for utilizing the control fluid previously utilized for
operating the original valve to control actuation of the
supplemental valve. It has also been made apparent that the means
for restraining or retaining the valve in the open position may be
actuated by suitable wire line flexible line actuating means or by
means of a pump-down tool systems, and that the pack-off tool and
supplemental valve may be similarly installed in the system.
It is further believed readily apparent that, if desired, prior to
installation of the pack-off tool and supplemental valve, a
supplemental flow path may be provided for permitting the control
fluid from the control line or lines to be admitted into the bore
of the valve in the annular space between the supplemental valve
V-2 and the primary valve V for controlling actuation of the
supplemental valve when desired.
The valve V of FIG. 1 may be any desired type valve in which the
closure member is moved between open and closed positions by a
longitudinally movable actuator member in the valve. One
satisfactory form of the device is shown in FIGS. 5-A through 7,
inclusive, wherein the valve V includes an elongate tubular housing
10 having internal threads at its upper end into which the lower
end of the landing nipple N is threaded. The landing nipple
comprises a body 11 having a locking recess 12 consisting of a
plurality of annular grooves providing an upwardly facing stop
shoulder therein in the same manner as that shown in the patent to
Tamplen, U.S. Pat. No. 3,208,531, previously identified. Below the
locking recess is a reduced bore providing a sealing surface 13
which is polished and adapted to receive and be engaged by seals on
well tools anchored in the landing nipple as has been
explained.
The lower end of the housing 10 of the valve is provided with a
seat bushing or sub 15 which is welded or otherwise suitably
secured to the housing and provides an upwardly facing interval
concave seating surface 16 surrounding the bore 17 through the sub.
A ball valve closure member 20 is movable in the enlarged bore of
the valve section 24 of the housing 10 above the seat 16 and is
adapted, when in its lower position, to engage said seat to
position the closure member in an open position with its
diametrical flow bore 21 in axial alignment with and communicating
with the bore 17 of the sub. As has been explained, the valve may
be identical to that shown in the application of W. W. Dollison,
Ser. No. 786,149, filed Dec. 28, 1968, now U.S. Pat. No. 3,583,442,
issued June 8, 1971 and will not be described in great detail for
that reason. Other types of valves such as that shown in the patent
to Fredd, U.S. Pat. No. 3,007,669, issued Nov. 7, 1961, may also be
used, if desired.
Above the ball valve closure 20 is an elongate tubular actuating
sleeve 25 which is movable longitudinally in the housing or body 10
and is connected with and moved the ball valve closure member 20
longitudinally therewith. The valve closure member is operatively
connected with the lower end of the actuating sleeve by means of a
pair of connector links 27 each having a support pin 18 welded or
otherwise suitably secured thereto and engaged in one of a pair of
diametrically opposed recesses 29 formed in the ball and each
receiving one of the pins 28. The upper end of each connector link
27 has an inwardly projecting flange or arm 30 which is engaged in
an annular slot or groove 31 formed in the enlarged lower portion
32 of the actuator sleeve 25. The extreme lower portion 32a of the
sleeve is still further enlarged below the annular groove, and this
further enlarged portion is provided with a pair of diametrically
opposed vertical cut-away guide slots 33, in each of which the
longitudinal upper portions of one of the connector members 27 is
slidably disposed. The opposite sides of the ball closure member 20
surrounding the recesses 29 are flattened as at 35, and the lower
portions of the connector members 27 are slidable on these
flattened surfaces with the pins 28 engaged in the recesses 29 in
the ball. A slidable operator or rotator sleeve 40 is disposed in
the enlarged lower portion 41 of the bore of the valve section 24
of the housing or body 10 and is slidable between a shoulder 43 at
the upper end of the lower enlarged portion 41 of the bore on the
lower end of a guide bushing 22 welded or otherwise suitably
secured to the lower end of the seat and spring housing section 23
of the valve body 10, which is threaded into the upper end of the
valve housing section 24 of the valve body for a purpose which will
be hereinafter more fully explained.
A beveled seat shoulder or surface 50 is formed at the upper end of
the enlarged portion 32 at the lower end of the actuating sleeve
25, and this seat shoulder engages a downwardly facing beveled seat
51 formed in the bore of the guide bushing 22, above the enlarged
portion of the bore of said bushing therebelow and intermediate the
ends of the bushing. When the actuating sleeve is in the upper
position shown in FIG. 5-A, the seat shoulder 50 engages the seat
51 to close off flow exteriorly of the actuating sleeve. When the
sleeve is in the lower position shown in FIG. 6-A, the seat
shoulder 50 is spaced below the seat 51 and fluids may flow past
the enlarged lower portion 32 of the actuating sleeve, and the
fluids so entering will flow upwardly then inwardly through a
plurality of lateral equalizing ports 38 formed in the wall of the
tubular actuating sleeve 25 above the seat shoulder 50 and into the
bore 26 of the tubular sleeve.
When the valve is in the open position, all surfaces exposed to
pressure in the housing of the valve are equalized. However, when
the sleeve is in the closed position shown in FIG. 5-A, the
equalizing ports are closed off from communication with the bore of
the valve housing section 24 therebelow, and flow from below the
seat 51 inwardly through such ports to the bore 26 of the sleeve is
prevented.
The ball valve closure member 20 seats upon a hardened wear
material seat surface 60 formed at the lower end of the bore 26 of
the sleeve 25, and when the valve is in the upper closed position
the bore of the sleeve is closed and no flow can take place in
either direction through the housing and sleeve.
Guide pins 65 are each welded or otherwise suitably secured in an
aperture formed in the rotator sleeve 40 on each side of the ball
valve closure member 20 and engage one side of the adjacent
connecting links 27. A similar pair of turning pins 70 are also
secured by welding or the like to the rotator sleeve on the
opposite side of the connector link 27 on each side of the closure
member and, with the pins 65, maintain the positional relationship
of the valve closure member and the connecting links during
longitudinal movement of the valve closure member and the rotator
sleeve. The guide pins 65 are sufficiently short that their inner
ends will ride along the flattened surfaces 35 of the ball valve
closure member as the ball valve and actuating sleeve move
rotatably with respect to each other. The turning pins 70 engage in
angularly disposed grooves or slots 75 formed in the exterior of
the ball valve closure member on opposite sides of such closure
member, and these turning pins engage the inclined surfaces of the
angularly disposed slots to rotate the ball between open and closed
positions when the ball is moved longitudinally with respect to the
rotator sleeve 40 by the connector links 27 moved by the actuating
sleeve 25.
As the rotator sleeve 40 is moved upwardly when the actuating
sleeve 25 is moved upwardly, the upper end of the rotator sleeve
engages the downwardly facing shoulder 43 in the bore of the
housing 10 and further upward movement of the rotator sleeve is
stopped. However, the elongate tubular actuating sleeve 25 may
continue to move upwardly until the seat shoulder 50 engages the
downwardly facing seat 51 in the bushing 22 forming a part of the
housing or valve body 10. Such upward movement of the actuator
sleeve lifts the connecting links 27 and also lifts the ball valve
closure member 20 upwardly with respect to the rotator sleeve 40.
Due to the engagement of the actuating or turning pins 70 and the
slots 75 in the ball, the ball will be turned from the open
position shown in FIG. 6 to the closed position shown in FIG. 5
during such upward movement. Further details of the construction
and operation of the ball valve is contained in the aforementioned
application of W. W. Dollison, Ser. No. 786,149, now U.S. Pat. No.
3,583,442.
During upward movement of the ball valve closure member, the
pressures in the housing and across the closure member are
equalized, due to the provision of the lateral equalizing ports 38
in the tubular actuating sleeve 25. However, when the valve
actuating sleeve has moved upwardly to its uppermost position, with
the seat shoulder 50 engaged with the seat 51, the equalizing ports
38 in the sleeve are disposed above the seat and are closed off
from the flow of fluids from below the seat and from communication
with the bore of the valve housing section 24 therebelow.
Therefore, all flow through the valve is closed off due to the fact
that the ball closure member is now in closed position with respect
to the seat 60 at the lower end of the bore of the actuating
sleeve. Thus, the ball valve will be rotated between open and
closed positions under equalized pressure conditions, while the
equalizing ports 38 are open, so that there is no pressure
differential across the valve closure to cause a drag in the
movement of the valve closure member or to cause wear on the valve
closure member and the seat.
When the valve is moved from the closed position shown in FIGS. 5-A
and 5-B to the open position shown in FIGS. 6-A and 6-B, the valve
actuating sleeve 25 is moved downwardly in the usual manner, and
the connecting links 17 move the ball valve closure member 20 and
the rotator sleeve 40 simultaneously downwardly until the lower end
of the rotator sleeve engages the upwardly facing upper end of the
bushing 15 at the lower end of the housing, whereupon further
downward movement of the rotator sleeve or operator sleeve is
stopped. Further downward movement of the valve actuating sleeve 25
and the connecting links 27 connected with the ball closure member
20 then causes the ball closure member to move downwardly with
respect to the rotator sleeve, and the turning pins 70 engaged in
the slots 75 formed on opposite sides of the ball closure member
cause the ball closure member to be rotated until the flow passage
21 therethrough is moved from the closed position shown in FIGS.
5-A and 5-B to the open position shown in FIGS. 6-A and 6-B before
the valve closure member engages the upwardly facing seat 16 in the
bushing 15 at the lower end of the housing.
Once the tubular actuating sleeve 25 is moved downwardly to move
the seat shoulder 50 off the seat 51, the lateral equalizing ports
38 in the actuating sleeve are placed in communication with the
bore of the valve housing section 24 below said seat 51, and fluid
pressures are equalized above and below the valve closure member so
that there is no fluid pressure differential across the closure
member 20 when it is rotated from the closed to the open position.
With the closure member in the open position shown in FIGS. 6-A and
6-B, no differential exists across the valve actuator member
closure member itself other than the normal impingement and
frictional forces of the flowing fluids. It will therefore be seen
that the valve closure member is moved between open and closed
positions under conditions of equalized pressure across the closure
member, and that the closure member is rotated or moved between
such open and closed positions by longitudinal movement of the
actuating sleeve 25 in the housing.
For moving the actuating sleeve 25 to cause rotation of the valve
closure member, a piston 76 is formed on the exterior of the
actuating sleeve 25 by means of an external annular flange formed
integral with the actuating sleeve and provided with an external
annular groove 77 in its mid-portion for receiving a seal ring 78
for sealing between the piston and the bore wall of the spring
housing 23. A helical coiled spring 79 is confined between the
lower end of the piston 76 and the upper end of the bushing 22 and
this spring acts to bias the piston and the actuating sleeve
upwardly in the housing to move the seat 50 into engagement with
the seat 51. An internal annular groove 80 is formed in the bore of
the bushing 22 below its upper end and a sealing ring or member 81
is disposed therein and seals between the bushing 22 and the
exterior of the actuator sleeve 25.
The upper end of the actuator sleeve 25 is slidable in the lower
portion of the bore 82 of a latch section 83 forming the upper
portion of the valve body 10. An internal annular seal ring 84 is
disposed in an internal annular groove 85 formed in the lower
portion of the bore 82 of the latch housing. Thus, the bore 86 of
the spring housing 23 between the lower end of the latch housing 83
and the piston forms an operating cylinder 86 into which control
fluid may be conducted through an angular flow passage 87 in a boss
88 welded or otherwise suitably secured to the exterior of the
spring housing 23 and having the control line L-1 connected thereto
for conducting control fluid pressure through the angular path 87
into the chamber 86 for biasing the piston 76 downwardly to move
the actuating sleeve 25 downwardly to open the valve.
If desired, as shown in FIG. 1, a second angular flow passage 90
may be provided in a boss 91 welded or otherwise suitably secured
to the exterior of the spring housing below the piston and arranged
to communicate with the chamber 92 formed between the upper end of
the bushing 22 and the lower end of the piston and the seal on the
piston.
The lower end of the control fluid line L-2 is connected to the
boss 91 and a column of control fluid is conducted into the chamber
92 to act on the underside of the piston the balance the
hydrostatic force of the column of operating fluid conducted into
the chamber 86 through the control line L-1, whereby a lesser force
is required to be applied to the control fluid at the surface to
cause operation of the valve to move it to the open position. It
also enables the spring to move the valve to closed position
against such hydrostatic column of control fluid acting in the
chamber 86 on the upper end of the piston. Thus, the hydrostatic
pressure of the columns of control fluid in the control lines L-1
and L-2 cancel each other, substantially, in their action on the
piston of the actuator sleeve 25 and a relatively small pressure at
the surface will cause operation of the valve, but the column of
fluid will not prevent the spring from closing the valve due to the
hydrostatic head applied to the piston. This structure permits the
valve to be installed at any desired depth in the well without
limitation by the effect of the hydrostatic pressure on the piston.
Of course, if desired, the control line L-2 may be omitted and the
angular passage 90 closed or plugged, and the valve may be actuated
by control fluid conducted into the cylinder 86 only through the
control line L-1. This is particularly true under conditions in
which the valve is installed at a depth which is not so great that
the spring cannot overcome the hydrostatic head of the control
fluid acting on the piston thereabove by a suitable margin of
safety.
Thus, the valve is normally biased to a position in which the
closure member closes off flow therethrough, but is placed into
operation to permit flow by introducing control fluid through the
control line L-1 into the chamber 86 to act downwardly on the
piston 76 to move the actuator sleeve 25 downwardly and cause the
valve to be rotated to the open position shown in FIGS. 6-A and 6-B
to permit flow therethrough until the actuating fluid or control
fluid pressure is reduced for any reason, which may be controlled
by various sensing apparatus or devices at the surface, or which
may be caused by the occurrence of some condition in the well
system which has been sensed by various types of sensing devices
connected in the system, such as pressure reducing system, fire
detecting systems, remote control systems, liquid level control
systems and sensing systems and the like.
Should a situation arise creating a need for holding the valve
closure member in the open position, as has been previously
described, the retainer mechanism R is utilized. As is shown, the
retainer mechanism in this device is contained within the latch
housing 83 below the lower end of the landing nipple N and above
the upper end of the actuating sleeve 25.
The retainer mechanism includes an elongate sleeve 100 which fits
slidably within the bore 82 of the latch housing 83 immediately
below the lower end of the landing nipple N connected thereto, and
is retained in such position by a shear pin 101 disposed in a
lateral opening 102 in the latch housing and confined therein by a
retaining set screw 103 which may be secured in place by means of a
suitable compound preventing leakage past the threads and
disengagement of the plug from the bore of the opening. The inner
end of the pin 101 engages in a recess 104 formed in the exterior
wall of the sleeve 100 and so positively holds the sleeve in the
upper position until the pin is sheared. Any desired number of such
pins may be provided to obtain a required desired force to be
applied to the sleeve to move it downwardly from such position.
The bore of the latching or retainer sleeve 100 is formed with a
plurality of internal annular recesses or grooves having a total
configuration which does not conform to any other series of grooves
in the bore of the flow conductor, packer or landing nipples
thereabove or therebelow. As shown in FIG. 5-B, an upper internal
annular recess 105 having flared beveled surfaces is provided at
the upper end of the sleeve, another internal annular recess 106
having a beveled upper shoulder and an abrupt or right angle lower
stop shoulder 107 formed below the groove 105, and below the groove
106 a pair of spaced grooves 108 and 109 are provided each having
flared or divergent upper and lower surfaces. The lower end of the
sleeve is beveled outwardly at 110.
A detent or retainer latching ring Q is formed by a split snap
latching ring 115 having an internal beveled upper edge surface 116
engaging a beveled downwardly facing surface 117 formed at the
upper end of the reduced lower portion of the exterior of the
sleeve 100. The latching ring 115 is disposed in an internal
annular groove 120 formed in the bore of a latch housing 83 and
having a diameter sufficiently great to permit the latching ring
115 to be expanded therein as the latching sleeve 100 is moved
downwardly. The lower end of the ring will engage the upwardly
facing shoulder at the lower end of the annular groove 120 to
prevent downward movement of the latching ring or detent ring while
the sleeve 100 is moved downwardly therepast after the shear pin
101 has been sheared. The sleeve 100 may be moved downwardly until
the lower end thereof engages the upper end of the valve actuating
sleeve 25 to hold the same when the actuating sleeve is in its
lower position to hold the same in such lower position.
To assure that the latching sleeve is positively held in engagement
with the valve actuator sleeve 25, the latching ring 115 engages an
upwardly facing shoulder 118 formed intermediate the ends of the
exterior of the latching sleeve at a point at which the ring 115
will move inwardly above the shoulder just before the latching
sleeve engages the upper end of the valve actuator sleeve 25 when
the valve actuator sleeve is in its lower position. The entire
upper outer portion of the latching sleeve is reduced in diameter
above the shoulder 118 for ease of assembly and manufacture.
As has already been explained, the latching sleeve 100 of the
retainer mechanism R may be moved downwardly by a shifting tool J.
Downward movement of the latching sleeve may be effected before the
valve actuator member has moved the valve member from closed to
open position. As a matter of fact, if desired, the keys K of the
shifting tool J may be engaged in the recesses 105, 106, 108, and
109 of the latching sleeve 100 while the valve is in the closed
position, and fluid pressure applied to the locomotive F to force
the shifting tool downwardly and force the latching sleeve 100
downwardly and will positively move the valve actuator sleeve 25
downwardly to move the valve closure member 20 to the open
position. This operation may be accomplished even though there is
no control fluid pressure available to act on the piston 76 to move
the actuator sleeve downwardly to open the valve. Also, as has been
explained, the latching sleeve may be moved downwardly while the
valve is in the open position to positively engage and hold the
actuator sleeve in the lower position in which the valve is
open.
For installing the pack-off tool G in place in the valve V, as
illustrated in connection with the showing in FIG. 3, the landing
nipple N is utilized to anchor the pack-off tool assembly in place
in the valve bore. The locking recesses 12 in the bore of the
landing nipple will position and secure the pack-off tool in place
in the valve bore at a position determined by the location of the
locking recesses with respect to the valve therebelow. The upper
seal Z of the pack-off tool will seal against the seal surface 13
in the landing nipple body 11, while the lower seal assembly Z will
seal against the bore 17 of the seat bushing 15 at the lower end of
the valve body, and these sealing members on the pack-off tool will
therefore direct all fluids flowing through the tubing string T
into the bore of the tubular body of the pack-off tool G and
upwardly therethrough to the tubing string T above the landing
nipple N to provide a means for isolating the valve assembly from
the fluids flowing through the tubing string from the producing
zone or formation to the surface of the well. This structure
provides means for sealing off the valve from the flowing fluids
should a condition of leakage or damage to the valve parts occur,
or any other undesirable situation exist, in which it would be
desirable to produce fluids through the valve without replacing the
same.
Also, the pack-off tool may be utilized to position the
supplemental valve V-2 as illustrated and described in FIG. 4. In
this case, the valve actuator sleeve 25 may be perforated at a
point above the piston 76 and below the seal ring 84 as shown in
dotted lines at 96 in FIG. I6-B to provide an inlet so that the
control fluid pressure from the control line L-1 may be conducted
into the chamber 86 and through the perforation 96 into the bore of
the valve actuator sleeve 25 exteriorly of the body portion of the
valve V-2 between the seals Z at the upper and lower end of the
body sealing between the landing nipple and the seat bushing of the
valve. The fluids will enter the inlet port 96 and flow through the
inlet ports 97 in the wall of the housing of the valve V-2 for
actuating the valve in the same manner as the primary valve V
already described, the difference being that of size. The valve
mechanism structure may be the same.
Likewise, if desired, the wall of the valve actuating sleeve 25 may
be perforated below the piston 76 and above the seal ring 81, as
shown at 98, to provide an inlet path for control fluid from the
control line L-2 for actuation of the supplemental valve V-2 by
control fluids conducted through the perforation 98 into the
annular space between the valve V-2 and the bore of the actuating
sleeve 25. This may be desirable when the valve V originally in
operation has failed because of failure of the control line L-1. In
this event, the perforation 96 would not be made, but a perforation
98 would be made to permit use of control fluid from the control
line L-2 for controlling actuation of the supplemental valve V-2.
Of course, other conditions might arise in which failure of packing
or the like might occur, in which event perforations might not be
necessary for conducting the control fluid from the control lines
L-1 or L-2 into the bore of the sleeve of the valve for controlling
actuation of the secondary valve or supplemental valve V-2. In any
event, with the supplemental valve V-2 in place with the seal
members packings Z at the upper and lower ends of the valve
mechanism, the original valve V is isolated from fluids flowing
through the tubing string to the surface.
It will therefore be seen that the valve of FIGS. 5-A through 7
illustrates an operative device for use in the system and in
carrying out the methods explained in connection with FIGS. 1
through 4. While a particular valve closure and actuator mechanism
has been disclosed, it is obvious that any suitable valve and
actuator mechanism may be used so long as the longitudinal movement
of an actuator effects movement of the closure member between open
and closed positions.
A modified form of latching arrangement or restraining mechanism is
shown in FIGS. 8 and 9 whill illustrate only the upper latching
housing of the valve assembly, since the same valve mechanism as
that of FIGS. 5, 6 and 7 may be used. In this form of the device,
the latching housing 183 has a bore 182 into which the upper end of
the valve actuator sleeve 25 extends. The latching housing 183 is
connected at its lower end to the spring and cylinder section 23 of
the valve body or housing 10 therebelow in the manner already
described. The upper portion of the bore of the latching housing is
enlarged as shown at 185 for receiving a stationary latching sleeve
section 186 which has its upper end abutting a retainer bushing 187
threaded into the upper end of the latching section 183 and having
internal threads for receiving the threaded bore end of the landing
nipple N thereabove. The bushing 187 confines the stationary
latching sleeve 186 between its lower end and the upwardly facing
shoulder 188 at the lower end of the enlarged bore 185 in the
latching section, as clearly shown in FIG. 8. The lower portion of
the bore of the stationary latching sleeve 186 is enlarged to
provide an internal annual recess or groove 220 therein in which a
split snap latching ring 215 is disposed and movable in the same
manner as the latching ring 115 of the form previously
described.
The movable latching sleeve 200 has the internal annular grooves or
recesses 205, 206, 208, and 209 formed therein and the abrupt
shifting shoulder 207 for engagement by the shifting tool J in the
same manner as the latching sleeve 100 of the form previously
described. The movable latching sleeve is provided in the
mid-portion of its exterior surface with an external annular recess
or groove 219 having a downwardly facing beveled shoulder 217 at
its upper end for camming the beveled shoulder 216 at the inner
upper edge of the split latching ring 215 outwardly in the annular
groove 220 to permit the sleeve to move downwardly therepast. A
shear pin 201 is disposed in a radial opening 202 in the upper
portion of the stationary or fixed latching sleeve 286 and projects
therefrom through a radial opening 204 in the wall of the movable
latching sleeve 200 for retaining the movable latching sleeve in
the upper position shown in FIG. 8. The upper external portion of
the movable latching sleeve is reduced in diameter to provide an
upwardly facing stop or latch shoulder 218 at the lower end of such
reduced portion which is arranged to be moved below the latching
ring 215 as the movable sleeve is moved downwardly to hold the
valve actuator sleeve 25 in its lower position. The bore 189 of the
stationary latching sleeve is reduced in its upper portion as shown
at 190 to conform substantially to the externally reduced upper
portion of the movable latching sleeve to provide support for the
shear pin and to assure shearing the same when the latching sleeve
is moved downwardly. When the pin is sheared, as shown in FIG. 9,
the movable sleeve is movable downwardly until the shoulder 218 is
disposed below the lower end of the latching ring 215, and the
latching sleeve is thus latched in such lower position to
positively hold the valve actuator sleeve 25 in the lower position
in which the valve is held open. This form of the latching
mechanism permits removal and replacement or "redressing" of the
latching mechanism when desired by simply removing the retainer
bushing 187 from the threaded bore at the upper end of the latch
section 183. This permits the stationary latching sleeve 186 to be
withdrawn from the enlarged bore 185 of the latching section of the
valve housing and the latching sleeve 200 to be drawn upwardly and
the latching ring 215 moved downwardly relative to the latching
sleeve 200 into the recess 219 in the midportion thereof. The shear
pin is then replaced in the bores 202 and 204 and the retainer
bushing 187 is again made up in the threaded upper end of the latch
section of the housing. The device is then again ready for use as
shown in FIG. 8. Otherwise the function of this form of the
latching mechanism or retainer mechanism is the same as that of the
form first described, and the same results are obtained by use
thereof.
A further modified form of the latching mechanism is illustrated in
FIGS. 10 through 13, inclusive, wherein the latching mechanism is
movable to restraining position and is then releasable from
latching engagement with the valve actuator sleeve and movable to
inoperative position to permit normal functioning of the valve.
In this form of the device, the latching or retainer mechanism
includes a pair of collet sleeves facing in opposite directions, a
stationary collet sleeve 285 and a movable latching sleeve 286. The
stationary latching sleeve has a plurality of longitudinally
upwardly projecting collet fingers 287 having internal bosses 288
on their upper ends. An external annular flange 289 at the lower
end of the stationary collet member is confined between a
downwardly facing shoulder 290 in the bore of the latching section
283 of the valve housing and the threaded upper end of the pin end
291 of a connector sub 292 threaded into the upper end of the bore
of the spring and cylinder section 23 of the valve housing 10. An
O-ring seal 293 is disposed in an external annular groove on the
pin end of the connector sub and seals between the sub and the bore
wall of the latch housing 283. The stationary collet member 285 is
thus positively held against longitudinal movement in the latch
section 283 of the housing.
The stationary collet member 285 is slidable on the exterior of the
upper end of an upward extension 225 of the valve actuator 25 of
the form previously described. The outer upper portion of the valve
actuator extension is reduced in diameter to provide a locking
recess 226 having an upwardly facing cam and locking shoulder 227
at its lower end for a purpose to be hereinafter more fully
explained.
The movable collet member 286 is in the form of an elongate sleeve
295 connected to the slidable latching sleeve 300 by a lock wire
296 disposed in an external annular groove in the upper end of the
body 295 of the movable collet and an internal annular groove in
the lower end of the slidable latching sleeve, whereby the movable
collet 286 is positively connected to the latching sleeve and
movable therewith. The lower portion of the bore of the movable
latching sleeve is enlarged at 297 to telescope over the upper end
of the valve actuator extension 225 as will be hereinafter further
described. A plurality of circumferentially spaced longitudinally
downwardly extending spring fingers 298 project downwardly from the
lower end of the body 295 below the shoulder 297a formed at the
upper end of the enlarged lower portion of the bore of the movable
collet member. Each of the fingers has an outwardly projecting boss
299 at its lower end which is formed with lower and upper beveled
surfaces 299a and 299b, respectively, on the opposite ends
thereof.
As shown in FIG. 10, the collet fingers 298 are formed to be
inherently sprung outwardly until the lower ends of the bosses 299
engage an upwardly facing beveled detent stop shoulder 270 at the
upper end of an internal annular detent latch flange 271 formed in
the bore of the latch housing 283 spaced above the shoulder 290
therein which confines the external flange 289 of the stationary
collet member 285. The beveled downwardly facing detent stop
shoulder 273 at the lower end of the detent latch flange 271 is
engageable by the upper beveled shoulders 299b of the bosses 299 on
each of the movable collet fingers. The downwardly facing beveled
shoulders 299a on the bosses engages the shoulder 270 on the flange
to resist downward movement of the collet member in the latch
section of the housing.
As is clearly seen in FIGS. 10, 12, and 13, the spring collet
fingers 287 of the stationary collet member and the spring collet
fingers 298 of the movable collet member 286 intermesh, whereby the
collet fingers of one of the collet members are disposed between
the collet fingers of the other of the collet members and are
movable longitudinally in the spaces between the fingers.
An upwardly facing external annular shoulder 295a is formed at the
lower end of the reduced upper portion of the body 295 of the
movable collet member and a latching ring 260 having an internal
annular flange 261 at the upper end of its bore is slidable on such
reduced upper portion of the body of the collet member, the lower
surface of the flange 261 engaging the upwardly facing shoulder
295a on the collet sleeve to limit downward movement of the
latching ring thereon. The latching ring is biased toward such
position by a helical coil spring 250 confined between the upper
end of the ring and the downwardly facing lower end of the movable
latching sleeve 300. The lower edges of the latching ring 260 are
each beveled, and the inner beveled surface 263 is adapted to
engage the externally beveled shoulders or surfaces 288c on the
upper ends of the collet fingers of the stationary collet member,
whereby the latching ring may telescope over the upper ends of such
fingers as will be hereinafter more fully described.
When the valve actuating sleeve 25 with the extension 225 at its
upper end is in the lower position in which the valve closure
member is open, and it is desired to latch the actuating sleeve and
valve in such position, the shifting tool J is lowered into the
bore of the movable latching sleeve 300 until the keys engage the
lower set of internal annular selector grooves 305, 306, 308, and
309 formed therein, and engages the upwardly facing stop shoulder
307 in the set of grooves to act on the latching sleeve to move the
same downwardly. The sleeve is releasably restrained in the upper
position shown in FIG. 10 by a split ring 301 which is disposed in
an external annular groove 304 in the exterior of the latching
sleeve. The annular groove is sufficiently large and deep to permit
the normally or inherently expanded latching detent ring 301 to be
sprung inwardly by the curved lower surface of a complementary
internal annular latching detent recess 302 formed in the enlarged
bore 387a in the lower portion of the retainer sub 387 threaded
into the upper end of the latching section 283. The engagement of
the outwardly biased or expanded detent ring 301 in the internal
annular recess 302 releasably restrains the latching sleeve 300 in
the upper position. A sufficient force applied downwardly to the
latching sleeve by the shifting tool will cam the ring 301 inwardly
into the recess 304 and permit the sleeve to move downwardly until
the ring enters a lower detent groove 303 spaced below the groove
302 in the enlarged bore 387a of the sub 387, where it will
releasably restrain the latching sleeve in the lower position.
When the latching sleeve is moved downwardly as just described, the
movable collet 286 is also moved downwardly, as is the latching
ring 260. As the movable collet member 286 is moved downwardly, the
cam surfaces 299a at the lower end of the external bosses 299 on
the collet fingers are cammed inwardly by the beveled detent
shoulder 270 at the upper end of the latching flange 271 to pass
said shoulder and move along the bore of the flange until the
upwardly facing beveled shoulders 299b at the upper ends of said
bosses are disposed below the downwardly facing beveled detent stop
shoulder 273 at the lower end of the latching flange. The
engagement of the shoulders 299b of the bosses with the downwardly
facing shoulder provides positive restraining means holding the
latching sleeve 300 in the lower position, which is supplemented by
that of the detent ring 301 and lower detent groove 303 in the sub
387.
As the movable collet member 286 is moved downwardly, the locking
ring 260 is also moved downwardly, being biased by the spring 250
into engagement with the upwardly facing shoulder 295a on the
movable collet member. The internal beveled surface 263 at the
lower end of the bore of the locking ring 260 engages the upper
outer beveled edges 288c at the upper ends of the collet fingers
287 of the stationary collet member 285 and cams those fingers
inwardly until the internal bosses 288 on the upper ends of the
fingers are engaged in the locking recess 226 at the upper end of
the operator sleeve, with the downwardly facing beveled surface
288a of said bosses engaging the upwardly facing beveled shoulder
227 at the lower end of the recess. Downward movement of the
locking ring 260 is limited by the engagement of the beveled outer
surface 264 at the lower end thereof with the upwardly facing
beveled shoulder 270 of the locking flange 271.
With the collet members in the position shown in FIG. 11, the latch
ring 260 positively holds or locks the collet fingers 288 of the
stationary collet member in engagement with the shoulder 227 in the
locking recess 226 at the upper end of the valve actuator sleeve
extension 225, and the downwardly facing shoulder 299a in
engagement with the upper end of such extension, and therefore
positively holds the valve actuator sleeve in the lower position in
which the valve closure is open. The restraining force of the
engagement of the bosses 299 of the movable collet fingers 298 with
the downwardly facing shoulder 273 and of the detent ring 301 with
the detent groove 303 restrains upward movement of the latching
sleeve 300, and so positively holds the same in the position in
which the actuating sleeve holds the valve open.
When it is desired to move the latching sleeve 300 upwardly to the
released or inoperative position in which the valve may function in
the normal manner, the shifting tool is reversed in position and
lowered into the bore of the latching sleeve 300 until the keys K
of the shifting tool engage in the upper set of recesses,
comprising the recess 305, a recess 306a, a recess 308a and 309a
formed in the bore of the latching sleeve above the lower set of
recesses previously described as being used for opening the
latching sleeve. The keys of the shifting tool engage the abrupt
stop shoulder 307a in the groove 306a, so that upward force applied
to the shifting tool will lift the latching sleeve 300 from its
lower position shown in FIG. 11 to the position shown in FIG. 10.
Such upward movement of the latching sleeve lifts the movable
collet member 286 and lifts the latching ring 260 therewith to
disengage the latching ring from the collet fingers 287 of the
stationary collet member to permit the bosses 288 on the upper ends
of such collet fingers to move outwardly to free the valve actuator
sleeve 225 for movement longitudinally in the housing in the normal
manner. With the collet members and latch sleeve returned to the
position shown in FIG. 10 the valve is operable in the normal
manner.
With the collet members and latching sleeve in the position shown
in FIG. 11 the valve is latched in the open position and the
latching mechanism functions in the same manner as the forms
previously described. In this form of the device, however, the
latching mechanism is resettable or repeatedly operable as desired
in the manner described.
A still further modification of the restraining device is shown in
FIGS. 14 and 15, wherein the latching sleeve serves as a valve for
controlling admission of control fluid into the bore of the valve
housing to provide an alternate path of circulation of operating or
control fluid pressure for actuating the supplemental valve V-2 in
the case of failure of the primary view V.
In this form of the device, the latch housing 483 is elongated and
a supplemental control fluid passage 481 is drilled longitudinally
within the wall of the latch section 483 to a point substantially
above the upper end of the operator sleeve 25 of the ball closure
valve. A radial hole or port 482 is drilled inwardly through the
wall communicating with the longitudinal opening 481 and opening
into the bore of the latch section 483 through an internal annular
relief or recess 484 in such bore. A closure plug 485 may be formed
by welding or otherwise to close the outer end of the radial port
482 to provide an angular or L-shaped flow passage in the wall of
the housing communicating with the chamber 86 above the piston 76
on the actuator sleeve 25. Thus, operating fluid or control fluid
from the chamber 86 may flow upwardly through the longitudinal
passage 481 then inwardly through the radial passage or port in the
latch section 483 of the housing.
The movable latching sleeve 500 is also elongated and provided in
the lower portion of its bore with the plurality of internal
annular recesses 505, 506, 508, and 509, and with the stop shoulder
507 whereby the sleeve may be shifted by means of the shifting tool
J in the manner already described. A lateral port 510 is formed in
the wall of the latching sleeve communicating with the annular
recess 505 and is adapted to be moved downwardly into registry with
the lateral port 482 of the supplemental fluid passage in the latch
section of the housing for admitting control fluid therethrough.
O-ring seal members 511 above and 512 below the internal annular
recess 484 are mounted in internal annular grooves formed in the
bore wall of the latch section above and below the recess and seal
between the latch section and the exterior of the movable latching
sleeve. Thus, the latching sleeve, when in its upper position as
shown in FIG. 14, provides a closure for the lateral port 482 to
prevent control fluid from passing from the chamber 86 above the
piston 76 through the passage 481 and port 482 into the bore of the
housing. However, when the sleeve is moved downwardly to the
position shown in FIG. 15, the lateral port 510 is moved into
registry with the lateral port 482 in the housing section and
control fluids may flow inwardly into the bore of the latching
sleeve and may be utilized to actuate or control the actuation of
the supplemental valve V-2 positioned in the bore of the valve V in
the manner shown in FIG. 4 and described in connection
therewith.
A latching ring 515 is disposed in an internal annular recess or
groove 516 defined by an upwardly facing shoulder 517 at the lower
end of an enlarged upper bore 518 in the latch section of the
housing into which the sub or bushing 520 is threaded. The lower
end 521 of the sub or bushing provides a stop shoulder at the upper
end of the groove 516 and limits movement of the split latching
ring 515 upwardly in the groove. An O-ring 522 is disposed in an
external annular groove formed in the end portion of the sub 520
and seals between the sub and the latch section of the housing. A
radial opening 530 is formed in the wall of the pin of the sub 520,
spaced below the seal ring 522 and above the lower end 521 of such
sub, and a shear pin 531 is disposed in said radial aperture and
projects therefrom through a registering radial opening 540 formed
in the upper end of the wall of the latching member 500. The upper
external portion of the latching member 500 is reduced in diameter
to provide an upwardly facing latching shoulder 541 which is
movable downwardly below the latching ring 515 to be engaged by the
lower end of the ring to hold the latching sleeve 500 in the lower
position in which the valve actuator sleeve 25 is held in its lower
position holding the valve closure member open. A downwardly facing
shoulder 523 is formed in the bore of the sub 520 below the lateral
opening 530 and abuts the upwardly facing shoulder 541 on the
latching sleeve. The reduced bore 524 of the bore into which the
reduced upper portion of the latching sleeve telescopes coacts with
the upper reduced portion of the latching sleeve to provide means
for shearing the pin 531.
When the sleeve 500, which is designated in FIG. 4 by the letter
R-2, is in the upper position shown in FIG. 14, the supplemental or
alternate control fluid path formed by the passages 481 and 482 is
closed. When the sleeve is moved to the lower position shown in
FIGS. 4 and 15, the lateral port 510 in the bore wall of the
latching sleeve is moved into registry with the lateral passage
482, and control fluid from the chamber 86 above the piston 76 may
flow upwardly through the passages 481 and 482 and into the bore of
the latching sleeve 500 for use in actuating the supplemental valve
V-2 disposed in the valve V. It is believed obvious that a similar
structure may be provided for use with each of the latching sleeves
previously described, to provide an alternate or supplemental
control fluid path from the operating chamber of the valve V to the
bore of the valve for acting on the supplemental valve V-2 to
control actuation thereof in the same manner as valve V was
actuated.
It will readily be seen that the sub 520 may be removed from its
threaded engagement in the upper end of the latch section 483 of
the valve housing to permit the latch ring 515 and the latch sleeve
500 to be removed from latched position in the bore of the latching
section 483, and the O-ring seals 511 and 512 to be replaced, if
desired. This permits "redressing" or servicing of the latching or
retaining mechanism of this form of the device in the same manner
as that of the form of FIGS. 8 and 9.
From the foregoing it will be seen that a plurality of forms of the
restraining mechanism for holding the longitudinally movable valve
actuator member in a position in which the valve is open have been
provided. It will also be seen that the restraining mechanism may
be serviced to be redressed for re-use. It will further be seen
that a restraining mechanism has been provided which is repeatedly
usable, being movable from inoperative to operative latching or
restraining position, and from latching or restraining position
back to inoperative position, whereby the valve may be latched in
the open position when desired, and the restraining mechanism may
subsequently be moved to inoperative position to permit the valve
to resume normal operation without the necessity of removing the
valve and tubing string or flow conductor from the well. It will
also be seen that means has been provided for isolating the valve
from the flow of fluids through the tubing string from the
producing formation to the surface, and that means has been
provided for securing a supplemental valve in place in the bore of
the primary valve V for use in case of failure of the primary valve
or for any other desired reason.
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.
* * * * *