Shifting tool for sliding sleeve valves

• US 5,305,833 A
• Filed: 02/16/1993
• Issued: 04/26/1994
• Est. Priority Date: 02/16/1993
• Status: Expired due to Fees

• Current Assignee: Halliburton Company
• Original Assignee: Halliburton Company
• Inventors: Collins, Leo G.
• Primary Examiner(s): BUIZ, MIKADO RYAN
• Application Number:
  US08/017,788
• Time in Patent Office: 434 Days
• Field of Search: 166/381, 166/386, 166/332-334, 166/319-322
• US Class Current: 166/386
• CPC Class Codes: E21B 34/14 operated by movement of tools, e.g. sleeve valves operated by pistons or wire line tools E21B34/066 takes precedence

Abstract

A shifting tool for sliding sleeve valves for use in oil and gas wells which has locating dogs that are used for selectively locating and engaging a shoulder inside the valve. Primary keys engage and selectively shift the sliding sleeve to an equalized position as well as prevent premature shifting to a fully open position. Also included is apparatus for selectively overriding the shifting prevention following equalization. Secondary keys lead the primary keys in the shifting direction and engage the sleeve and move it to the fully open detent position. There is also selective disengagement of the shifting tool from the sleeve valve to allow withdrawal of the shifting tool form the well. Furthermore, a method for selectively and sequentially shifting the sliding sleeve for a sliding sleeve valve from the closed to equalizing position, and then from the equalizing to fully open position is disclosed.

Claims

1. A shifting tool for use with a sliding sleeve valve deployed in an oil or gas well, the sliding sleeve valve being characterized by a tubular body, at least one port providing fluid communication through the body, a longitudinally slidable sleeve disposed inside the body for selectively controlling fluid flow through the port, and detent positions marking the locations of closed, equalizing and fully open positions of the sliding sleeve relative to the port, the shifting tool comprising:

means for selectively locating and engaging a predetermined profile inside the valve;

means for engaging and selectively shifting the sliding sleeve to the equalizing detent position;

means for preventing premature shifting of the sliding sleeve to the fully open detent position;

means for selectively overriding the preventing means following equalization of pressure across the port;

means for engaging and selectively shifting the sliding sleeve to the fully open detent position; and

means for selectively disengaging the shifting tool from the sliding sleeve valve for withdrawal of the shifting tool from the well;

the means for engaging and selectively shifting the sliding sleeve to the fully open detent position being disposed in a leading position relative to the means for engaging and selectively shifting the sliding sleeve to the equalizing detent position.

2. The shifting tool of claim 1 wherein the means for engaging and selectively shifting the sliding sleeve to the equalizing detent position is radially expandable, outwardly biased primary key means further comprising first shoulder means for engaging and abutting an opposing shoulder in the sliding sleeve.

3. The shifting tool of claim 2 wherein the primary key means further comprises the means for preventing premature shifting of the sliding sleeve to the fully open detent position.

4. The shifting tool of claim 3 wherein the means for preventing premature shifting of the sliding sleeve to the fully open detent position is second shoulder means longitudinally spaced apart from the first shoulder means on the primary key means.

5. The shifting tool of claim 2 wherein the means for selectively overriding the preventing means following equalization of pressure across the port comprises a primary shear pin.

6. The shifting tool of claim 2 wherein the means for selectively overriding the preventing means following equalization of pressure across the port comprises means for retracting the primary key means.

7. The shifting tool of claim 1 wherein the means for engaging and selectively shifting the sliding sleeve to the fully open detent position is a radially expandable, outwardly baised secondary key means further comprising shoulder means for engaging and abutting an opposing shoulder in the sliding sleeve.

8. The shifting tool of claim 1 wherein the means for selectively disengaging the shifting tool from the sliding sleeve valve for withdrawal of the shifting tool from the well comprises a secondary shear pin.

9. The shifting tool of claim 7 wherein the means for selectively disengaging the shifting tool from the sliding sleeve valve for withdrawal of the shifting tool from the well comprises means for retracting the secondary key means.

10. In a shifting tool for a sliding sleeve valve deployed in an oil and gas well, the sliding sleeve valve being characterized by a tubular body, at least one port providing fluid communication through the body, a longitudinally slidable sleeve disposed inside the body for selectively controlling fluid flow through the port, and detent positions marking the locations of closed, equalizing and fully open positions of the sliding sleeve relative to the port, the improvement comprising retractable means for engaging and longitudinally shifting the sliding sleeve from the closed position to the equalizing detent position and retractable means for simultaneously blocking further longitudinal movement of the sliding sleeve between the equalizing detent position and the fully open detent position.

11. A tool for sequentially and selectively shifting the sliding sleeve of a sliding sleeve valve of the type used in oil and gas wells from a closed position to a partially open equalizing position, and from a partially open equalizing position to a fully open position, the shifting tool comprising:

first radially expandable means for selectively engaging the sliding sleeve and for communicating force from the shifting tool to the sliding sleeve to shift the sliding sleeve from the closed position to the equalizing position, said means further comprising means for preventing overshifting of the sliding sleeve from the equalizing position to the fully open position while said first radially expandable means is in engagement with the sliding sleeve;

means for selectively retracting the first radially expandable means after the sliding sleeve is shifted to the equalizing position;

second radially expandable means operable for selectively engaging the sliding sleeve only after retraction of the first radially expandable means and for thereafter communicating force from the shifting tool to the sliding sleeve to shift the sliding sleeve from the equalizing position to the fully open position; and

means for selectively retracting the second radially expandable means after the sliding sleeve is shifted to the fully open position.

12. The tool of claim 11 wherein the first radially expandable means comprises an outwardly biased key having a profile further comprising longitudinally spaced first and second square shoulders defining radially extending bearing surfaces facing in the direction toward which the sliding sleeve is shifted to open the sliding sleeve valve.

13. The tool of claim 11 wherein the second radially expandable means comprises an outwardly biased key having a profile further comprising a square shoulder defining a radially extending bearing surface facing in the direction toward which the sliding sleeve is shifted to open the sliding sleeve valve.

14. The tool of claim 11 wherein the means for selectively retracting the first radially expandable means after the sliding sleeve is shifted to the equalizing position comprises a primary shearable means that is rated to withstand a shear force greater than that required to shift the sliding sleeve from the closed position to the equalizing position.

15. A method for opening a closed sliding sleeve valve deployed in an oil and gas well, the sliding sleeve valve being characterized by a tubular body, at least one port providing fluid communication through the body, a longitudinally slidable sleeve disposed inside the body for selectively controlling fluid flow through the port, and detent positions marking the locations of closed, equalizing and fully open positions of the sliding sleeve relative to the port, the method comprising the steps of:

a. locating a shifting tool comprising radially expandable primary and secondary key means inside the closed sliding sleeve valve;

b. expanding the primary key means to engage the sliding sleeve;

c. shifting the sliding sleeve to the equalizing detent position and simultaneously blocking the sliding sleeve from shifting to the fully open detent position;

d. retracting the primary key means from engagement with the sliding sleeve;

e. expanding the secondary key means to engage the sliding sleeve;

f. shifting the sliding sleeve to the fully open detent position; and

g. thereafter retracting the secondary key means from engagement with the sliding sleeve.

16. The method of claim 15 wherein each recited step is performed in a single trip of the shifting tool into the well.