Setting tool

• US 4,253,521 A
• Filed: 10/23/1978
• Issued: 03/03/1981
• Est. Priority Date: 10/23/1978
• Status: Expired due to Term

• Current Assignee: Halliburton Company
• Original Assignee: Halliburton Company
• Inventors: Savage, Ronald E.
• Primary Examiner(s): Pate, III, William F.
• Application Number:
  US05/953,941
• Time in Patent Office: 862 Days
• Field of Search: 166/128, 166/123, 166/125, 166/332, 166/323, 166/217, 251/79
• US Class Current: 166/123
• CPC Class Codes: E21B 23/06 for setting packers
• CPC Class Codes: E21B 33/1294 characterised by a valve, e.g. a by-pass valve

Abstract

The present invention provides a setting tool having a tubular sleeve assembly. An upper mandrel is disposed within said sleeve assembly and interconnected therewith by a rotational screw jack means. A lower mandrel is connected to the upper mandrel by a load transfer device for governing a maximum downward force which can be applied to the lower mandrel when the setting tool is set down on a packer. The load transfer means includes a casing connected to the upper mandrel, said casing having a support surface for engagement with an upper end of a packer mandrel. Resilient spring means is provided between the casing and the lower mandrel, and is constructed so that when said support surface is in engagement with said packer mandrel, a downward force applied to said lower mandrel must be transmitted through said resilient spring means. The maximum downward force which can be applied to the lower mandrel, and correspondingly to a sliding sleeve of the packer, is equal to a force required to fully compress said resilient spring means. Also, an improved releasable locking means is provided between the upper mandrel and the sleeve assembly so that the sleeve assembly may be released to allow free rotational and axial motion of the upper mandrel relative to the sleeve assembly.

Claims

1. An actuating tool apparatus for actuating a valve of a downhole mechanism, said downhole mechanism including a downhole mechanism mandrel with a sliding valve sleeve disposed therein, said actuating tool apparatus comprising:

an actuating mandrel, for insertion in said downhole mechanism mandrel and engagement with said valve sleeve to selectively vary said sleeve between a closed position and an open position; and

a load transfer means including;

a load transfer casing adapted for connection to a pipe string and having a support surface constructed for engagement with an upper portion of said downhole mechanism mandrel located above a point of axial support of said downhole mechanism mandrel, so that said support surface may transfer a weight of said pipe string to said upper portion of said downhole mechanism mandrel when said pipe string is lowered to move said actuating mandrel and valve sleeve downward so that the weight of said pipe string is supported in compression by said downhole mechanism mandrel; and

resilient means, connected between said load transfer casing and said actuating mandrel, for urging said actuating mandrel and valve sleeve downward when said support surface is in engagement with said upper portion of said downhole mechanism mandrel.

2. Apparatus of claim 19, wherein:

said load transfer casing is a cylindrical casing having an inner cavity communicating with a lower end thereof;

an upper end of said actuating mandrel is received in said cavity; and

said resilient means is a resilient spring means, located within said cavity between said load transfer casing and said upper end of said actuating mandrel, for urging said actuating mandrel downward relative to said load transfer casing.

3. Apparatus of claim 2, wherein:

said spring means has a fully compressed height such that when said support surface is in engagement with said upper portion of said downhole mechanism mandrel and said spring means is fully compressed, said actuating mandrel extends below said support surface a distance sufficient to maintain said valve sleeve in a minimum open position providing fluid communication between a valve sleeve port and a downhole mechanism mandrel port.

4. Apparatus of claim 2, wherein:

said support surface of said load transfer casing is an annular downward facing surface, and said upper portion of said downhole mechanism is an annular upper end surface of said downhole mechanism mandrel.

5. Apparatus of claim 2, wherein:

said cavity within said load transfer casing is an axially disposed cylindrical shaped cavity;

said load transfer means further comprises a cylindrical extension projecting axially downward, within said cavity, from an upper end of said load transfer casing;

said spring means is disposed concentrically about said extension; and

said upper end of said actuating mandrel is received within said cylindrical cavity, and said actuating mandrel has an axial bore disposed therein closely receiving said cylindrical extension.

6. A setting tool apparatus for a packer, said setting tool apparatus comprising:

a tubular sleeve assembly;

an upper mandrel, disposed within said sleeve assembly;

a lower mandrel, including a means for engagement with a sliding sleeve valve of said packer;

load transfer means, connected between said upper and lower mandrels, for governing a maximum downward force which can be applied to said lower mandrel;

screw jack means, connected between said upper mandrel and said sleeve assembly, for producing axial movement of said sleeve assembly relative to said upper mandrel when said upper mandrel is rotated within said sleeve assembly; and

drag means, connected to said sleeve assembly, for preventing rotation of said sleeve assembly when said upper mandrel is rotated.

7. Apparatus of claim 6 in combination with said packer, wherein:

said apparatus is so constructed that, when said load transfer means is connected to said packer, and when said upper mandrel is rotated a first predetermined number of revolutions, said sleeve assembly is forced into engagement with said packer to set an upper slip means of said packer.

8. Apparatus of claim 7, further comprising:

locking means, connected between said upper mandrel and said screw jack means, for preventing sliding and rotational movement of said upper mandrel relative to said sleeve assembly; and

means for releasing said locking means when said upper mandrel is rotated a second predetermined number of revolutions, so that said sleeve assembly may move upward relative to said lower mandrel to permit said lower mandrel to engage said sliding sleeve valve of said packer.

9. Apparatus of claim 8, wherein:

said locking means includes a key engaging a slot disposed in said screw jack means and a groove disposed in said upper mandrel; and

said releasing means includes a wedge means arranged to move said key out of engagement with said groove when said upper mandrel is rotated through said second predetermined number of revolutions.

10. A setting tool apparatus in combination with a packer, said setting tool apparatus comprising:

a tubular sleeve assembly;

an upper mandrel, disposed within said sleeve assembly;

a lower mandrel, including a means for engagement with a sliding sleeve valve of said packer; and

load transfer means, connected between said upper and lower mandrels, for governing a maximum downward force which can be applied to said lower mandrel, said load transfer means including;

a load transfer casing, connected to said upper mandrel, and having a support surface for engagement with said packer; and

resilient means, connected between said load transfer casing and said lower mandrel, said resilient means being constructed so that when said support surface is in engagement with said packer the downward force applied to said lower mandrel must be transmitted through said resilient means.

11. Apparatus of claim 10, wherein:

said resilient means is a resilient spring means, and said maximum downward force which can be applied to said lower mandrel is equal to a force required to fully compress said spring means.

12. A load transfer device, comprising:

a first mandrel, having an upper cylindrical portion for connection to a drill string, a middle radially outward projecting shoulder located below said upper portion, and a lower cylindrical portion located below said shoulder, said first mandrel having an axial bore therethrough for communication with an inner bore of said drill string;

an upper casing portion, having an axial bore therethrough receiving said upper cylindrical portion of said first mandrel, and having an axial counterbore receiving said shoulder of said first mandrel;

a lower casing portion, connected to said upper casing portion, having an axial bore with upper and lower counterbores disposed therein;

a second mandrel, having a radially outward projecting flange at a first end thereof, said second mandrel being received in said axial bore of said lower casing portion and said flange being received in said upper counterbore of said lower casing portion, said mandrel further including at a second end thereof a packer valve engaging means, and said second mandrel having an axial bore therethrough for closely receiving said lower cylindrical portion of said first mandrel; and

resilient spring means, disposed between said shoulder of said first mandrel and said flange of said second mandrel, for urging said second mandrel downward relative to said first mandrel.

13. A releasably interlocking telescoping tubular assembly comprising:

an outer tubular member;

an inner tubular member, concentrically received within said outer tubular member;

a plurality of radially spaced keys, interlocking said outer and inner tubular members to prevent both rotational and axial motion therebetween;

wedge means, for urging said keys radially outward out of engagement with said inner tubular member; and

means, connected between said outer tubular member and said wedge means, for forcing said wedge means into engagement with said keys to release said inner tubular member.

14. Apparatus of claim 13, wherein:

said outer tubular member has a plurality of radially spaced axial slots disposed therein;

said inner tubular member has first and second axially spaced annular grooves disposed in an outer surface thereof, with a plurality of radially spaced axial grooves interconnecting said annular grooves; and

said keys are located radially outward of said outer tubular member and include radially inward projecting lugs positioned through said slots of said outer tubular member and in said axial grooves of said inner tubular member to interlock said tubular members.

15. Apparatus of claim 14, wherein:

said means for forcing said wedge means includes a threaded screw jack for axially moving said wedge means into engagement with said keys when said outer tubular member is rotated through a predetermined number of revolutions relative to said wedge means.

16. Apparatus of claim 15, wherein:

said wedge means is an annular wedge; and

said telescoping tubular assembly further includes a resilient band, placed about radially outer surfaces of said keys to urge said keys radially inward, so that when said wedge means is moved into engagement with said keys, said band retains said keys about said wedge means after said inner tubular member is released.