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Патент USA US3086604

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April 23, 1963
J. D. KEITHAHN
3,086,594
sUBsURFAcE WELL Toon RELEASABLE LOCK DEVICES
Filed Ju1y'14, 1961
2 Sheets-Sheet 1
Ifo. l.
fig/¿£000
IN VENTOR.
'CÍUL /Aw .0. KE/ ffm/,w
BY
ÄrraPA/Eys.
April 23, 1963
J. D. KEITHAHN
3,086,594
sUBsURFAcE vWELL Tool. RELEASABLE Loox DEVICES
Filed July 14, 1961
@5.5.
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2 Sheets-Sheet 2
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INVENTOR.
rÍUL/,Q/v D, KEW/#MN
55
BY
-
ßrraRA/EYS
United States Patent O”
3,086,594
Patented Apr. 23, 1963
1
2
3,086,594
FIG. 4 is a view corresponding to FIG. 3 illustrat
ing the device in an unlocked condition;
FIG. 5 is a combined side elevational View and lon
SUBSURFACE WELL TÜOL RELEASABLE
LOCK DEVICES
Julian D. Keithahn, Houston, Tex., assiguor to Baker Oil
Tools, Inc., Los Angeles, Calif., a corporation of
California
gitudinal section through the Well tool illustrated in FIG.
l, with the tool unlocked and having been .actuated to
place the tool parts in another condition;
FIG. 6 is a diagrammatic view of the lock portion of
the tool, with the parts in a locked condition;
Filed July 14, 1961, Ser. No. 124,209
14 Claims. (Cl. 16d-226)
FIG. 7 is a diagrammatic view similar to FIG. 6
The present invention relates to well tools embody 10 illustrating the tool in an unlocked condition.
The well tool A illustrated in the drawings embodies
ing lock devices for controlling the operation of the
a lock device adapted to control operation of the tool.
Well tools while disposed in well bores.
Speciiically, the well tool is a valve apparatus having a
Some subsurface well tools are operated in well bores
passage that can be either opened or closed. It is 4to be
by moving parts of the tools with respect to one an-y
other. A releasable lock device is incorporated in such 15 understood, however, that the lock device »forming part
of the present invention can control relative move
tools -to either prevent or permit relative movement
ment between well tool parts generally, and is not
of the parts. Some lock devices, such as those of the
limited in its application to the speciñc valve apparatus
J-slot and pin type, are released by turning the tubular
illustrated, or, for that matter, to any valve apparatus.
string, by which the tool is lowered in the well bore, in
As shown in the drawings, the valve apparatus A is
one direction and are reengaged or recoupled by turn 20
adapted to be secured to a lower end of a tubular string
ing the tubular string in the opposite direction. Inas~
B, such as drill pipe or tubing, extending to the top of
much as the tubular string usually consists of tubular
a well bore.
joints secured together by right-hand threaded connec
The apparatus includes an inner tubular
mand-rel 16 having an upper threaded end 11 threadedly
tions, turning of the tubular string to the left is not
desirable, since it might result in unthreading of a con 25 secured to a collar 12 forming the lower end of the tubu
nection between adjacent joints.
In addition, turning
of the tubular string might result in inadvertent actua
tion of other parts of the tool, or of another tool to
which it might be connected.
An object of the present invention is to provide an im 30
proved subsurface well tool adapted to be lowered in a
well bore on a tubular string and incorporating a re
lar string B. The .tubular mandrel consists of an upper
section 13 threadedly secured within a lower section 14,'
which has a lower valve seat 15 engageable by an up
`wardly movable valve head 16 to close the central pas
sage 17 through the mandrel. This valve head is care
ried by the tubular mandrel 10, being secured to a ful
crum pin 18 rotatably or pivotally carried on a sup
leasable lock device for controlling operation of the well
tool, the lock device being adapted to be shifted from
porting leg 19 depending from the lower portion of
the necessity for turning or rotating the tubular string,
The pivoted valve head or ñapper valve member 16
may swing relatively downwardly completely to one
the mandrel section 14 and welded or otherwise suitably
one controlling condition to anther condition without 35 secured thereto.
as to the left.
Another object of the invention is to provide a sub
surface well tool adapted to be lowered in a well bore
on a tubular string and incorporating a releasable lock
device for controlling operation of the well tool, the
lock device including a slotted groove and a companion
piu or dog adapted to be selectively positioned in such
groove to place the device in a locked condition, or re
moved from the groove to place the device in an un
locked condition, shifting of the device from one of such
conditions to the other condition being secured without
side of the central passage 17 through the mandrel
10 to lavoid obstructing it when in an open condition.
When the valve head 16 moves relatively upwardly, it is
dispo-sed in engagement with the valve seat 15 at the
lower end of the mandrel 10. To insure against leakage
between the valve seat 15 and the valve head, the lat~
ter may be provided with a rubber or rubber-like seal
45 ring 20 which is engagea-ble with and is adapted to seal
against the transverse valve seat face 15 at the lower
end ot the mandrel.
the necessity for turning the tubular string. More speelti
The mandrel 10, its depending supporting leg 19, and
companying and forming part of the present speciiica
the upper housing member 24 and the upper mandrel sec
tion 13 by a suitable seal ring 25 on the mandrel section
slidably engaging the inner surface 26 of the upper hous
Iiapper valve head 16 are telescopically disposed within
cally, the device might be placed in an unlocked con
dition -as the result of turning the tubular string to the 50 an outer housing 21. This housing includes a cylinder
portion 22 which is slidably engaged by an annular piston
right, but no turning to the left, or even to the right, is
23 at the upper end of the lower mandrel section 14, the
necessary to return the device to its lock-ed condition.
cylinder portion being threadedly secured to an upper
This invention possesses many other advantages, and
housing member 24 adapted to slidably engage the upper
has other objects which may be made more clearly ap
section `13 of the mandrel above the piston 23. Fluid is
parent from a consideration of a form in which it may
prevented from leaking in an upward direction between
be embodied. This form is shown in lthe drawings ac
tion. It will now be described in detail, for the purpose
of illustrating the general principles of the invention;
but it is to be understood that such detailed description
is not to be taken in a limiting sense, since the scope
of the invention is best defined -by the appended claims.
Referring to the drawings:
ing section. Similarly, ñuid leakage between the piston
23 and the wall 27 of the cylinder 22 is prevented by a
suitable seal ring 28 mounted on the piston and slidably
Vengaging the cylinder wall.
Fluid under pressure is capable of passing from the
FIGURE 1 is a cross-section lthrough a subsurface Well 65 central mandrel or passage 17 through one or more ports
tool embodying the invention and incorporating a lock
device disposed in its locked condition;
29 provided through the mandrel 10 into an annular cylin
der space 30 above the annular piston 23 and defined be
FIG. 2 is van enlarged longitudinal section through a
tween a reduced diameter portion 31 of the upper mandrel
portion of the device illustrated in FIG. 1;
section 13 and the outer housing 21. In this connection,
FIG. 3 is an enlarged cross-section taken along the 70 it is to be noted that the upper portion 32 of the cylinder
line 3¢~3 on FIG. l, illustrating the lock device in its
has a lesser internal diameter than the cylinder wall 27
locked condition,
to provide a shoulder 33 engaged by the piston 23, to
apanage
4
limit upward telescopic movement of the mandrel 'lll with
in the surrounding housing 21. Also disposed in the an
nular space 39 between the mandrel 1t) and the housing
an aligned leg 51, secured to the lower mandrel section
14, can shift. This aligned leg will always extend below
the upper end of the sleeve 40, the leg being in slidable
21, and primarily within the reduced diameter portion or
circumferential groove 31 of the lower mandrel section
13 is a portion of the control or lock device 35 incorporat
ed in the well tool A.
The lower portion of the housing 21 is constituted by a
ylower head 36 threadedly secured to the lower part of the
cylinder 22, this lower head having a suitable connection
valve head 16 in appropriate position with respect to the
cam and holding surfaces 44, 41.
The guide sleeve 40 is secured against longitudinal move
ment with «respect to the outer housing 21, but is rotatable
relative thereto. This relationship and yaction is secured
engagement with the sides of the slot 50 to locate the
through use of a Swivel type of connection 5‘5 between the
(not shown) at its lower end for securing the well tool
lower end of the guide sleeve 4t) and the lower housing
A to a lower device or tool (not shown), which may, for
member or head 36. The swivel connection consists of a
example, be a well packer capable of being anchored in
two-piece swivel ring 56, the outer portion of which is
packed-off condition against a well casing in which the
engageable with the inner wall 57 of the lower housing
apparatus is used.
15 member or cylinder 22, and which has upper and lower
Movement of the valve head 16 between open and
inwardly directed flanges 5S disposed within companion
closed positions is secured by the telescopic movement
external grooves 59 in the lower housing member 36 and
of the mandrel 10 with respect to the outer housing 21.
guide sleeve 40. The lower end of the guide sleeve 40
As the mandrel moves upwardly and downwardly within
may rest upon the upper end of the lower housing member
the outer housing, it carries the ilapper valve member 16 20 or head 36. Because of the swivel connection 55, the
with it, inasmuch as the latter is secured on the fulcrum
mandrel 10 may be moved upwardly and downwardly
pin 18 mounted on the supporting leg 19 attached to the
within the outer housing 21 without securing correspond
lower mandrel member 14. The relative longitudinal
ing longitudinal movement of the guide sleeve 40. How
movement between the mandrel `1€) and the outer housing
ever, rotation of the mandrel 1G will be transmitted to the
2-1 enables the valve to be shifted to opened position posi 25 guide sleeve 40 by virtue of the continued disposition of
tively and held in such position positively. The positive
the aligning leg '51 in the slot 50‘. The mandrel 10' is
shifting of the valve head to open position is accomplished
rotated with respect to the outer housing 21 for the purpose
upon relative upward movement of the mandrel 10 within
of operating the lock device 35, as specifically described
the outer housing 21 by causing a cam member, in the
hereinbelow.
form of a sleeve 40' secured to the outer housing 21, to 30
During upward movement of the mandrel 10 with re
engage and shift the valve head 16 to open position.
spect to the housing 21, the valve head 16 is shifted along
As speciñcally disclosed and described in United States
the sleeve `cam surfaces 44 to the position shown in FIG.
Patent 2,853,265, and as shown to some extent in the pres
1, in which the valve head 16 is held in its fully opened
ent drawings, the cam sleeve 40 extends only partway
position by the holding surfaces 41 of the upper end of the
around the entire circumference of the apparatus, its in
cam surfaces 44, these holding surfaces being substantially
ternal diameter being slightly greater than «the external
parallel to the axis ofthe apparatus. When the mandrel 10
diameter of the lower mandrel portion 14, to allow the
is moved downwardly with respect to the housing 21, the
latter to slide thereinto. The cam sleeve is cut away on
valve head 16 is `shifted below the holding surfaces 41,
opposite sides of the supporting leg 19 that depends from
then swinging inwardly until it occupies the horizontal
the lower mandrel portion 14 to provide an arcuate space 40 position `disclosed in FIG. 5, with «its lower surface 48
into which the leg 19 and head 16 can project and move
engaging the supporting shoulder 49‘ on the sleeve 40
downwardly and upwardly along the cam sleeve 4t) and its
and its upper sealing face 42, as well as its seal ring 20,
end surfaces 41. The end surfaces of the cam sleeve are
ñrmly engaging the valve seat 1S at the lower end of the
only present in the upper portion of the latter, being adapt
mandrel 10.
ed to engage the sealing face 42 of the valve head 16 and
The valve apparatus can be releasably locked in a de
hold the latter in its open position completely out of the 45 sired condition, as in the open condition disclosed in FIG.
path of the ñuid moving through the mandrel 10 and the
1. The releasable lock 35 is placed in a released condition
lower head passage 43. From the longitudinal holding
‘by turning the tubular string B in one direction, as to the
surfaces `41, the cam sleeve has downwardly and inwardly
right, but it is unnecessary to effect any turning of the
directed inclined cam surfaces 44 that are engageable with
tubular string to relock the apparatus. As noted above,
the sealing face 42 of the valve head to shift it to open
the releasable lock is disclosed in conjunction with a valve
position as the mandrel 10 moves upwardly relative to the
apparatus for purpose of illustration. However, it has
housing 21 and the sleeve 46 secured thereto. These cam
more general applications with respect to controlling rela
surfaces 44 terminate in a transverse shoulder l45 provided
tive
movement between parts of subsurface well tools of
by a bore l46 of the sleeve below the cam surfaces of
various types.
larger diameter than the bore 47 of the sleeve 40 irrimedi
ately thereabove.
As specifically illustrated by way of example in the
drawings, the releasable lock Áincludes a control pin 70
mounted in a radial opening 71 in the upper portion 32
When the valve head '16 is disposed within this en
larged diameter portion 46, it can engage the valve seat
of the lower housing member 22, this pin being movable
15 at the lower end of the mandrel 10. When in this
within
a -groove 72 in a control ring or member 73 movable
60
closed position, the lower surface 48 of the valve head
arcuately in the grooved portion 31 of the mandrel 10
rests upon a supporting shoulder 49 provided on the sleeve,
by a predetermined angular `distance relative to the man
this shoulder extending partway around the axis of the ap
drel. The control pin 70 is also movable ‘along a longi
paratus and engaging the valve head at its peripheral
-tudinal slot or groove 74 in the mandrel 10 above the
marginal portion, as disclosed in FIG. 5. The valve head
control ring 73, this longitudinal slot being selectively
16 itself has a substantially greater diameter than the out
lalignable with circumferentially separated entry openings
side diameter of the lower peripheral portion of the man
75, 76 in the ring 73 that lead into the circumferential
drel valve seat 15, in order that the marginal portion of
lock .groove or slot 72 in the control ring. The mandrel
the inner face of the valve head is capable of engaging the
10 has a depending portion 77 through which the slot 74
cam sur-face surfaces 44 on the sleeve 40 to be shifted
70 extends, which is received in la space or ygap 73 in the
thereby to open position.
upper portion of the control ring 73, the depending por
The guide or cam sleeve 40 is composed of two main
tion 76 terminating at longitudinal stop walls 79, 80 adapt
parts, the longitudinal or holding surfaces 41 and the cam
ed to engage companion stop walls 81, 82 at the opposite
surfaces 44 being engageable with the valve head 16. The
ends of the gap or recess 78 in the Iupper portion of the
portions of the valve sleeve opposite the valve head 16
are spaced apart to provide a region or slot 50 into which 75 control ring. The distance between the stop walls 79, 80
`3,086,594
5
of the mandrel 'is substantially less than the vcircumfer
is disposed on the outer surface of the cam or bridge
ential or arcuate distance between the companion sto-p
walls or `shoulders 81, 82 on the control ring, such that
member on to the periphery of the mandrel. The look
when one stop wall `81 on the control ring 73» engages a
companion wall 79 on the mandrel, one of the entry open
ings 75 of the control ring is in alignment with the longi
tudinal slot 74. Relative shifting of the control ring or
member 72farcuately on the mandrel 10‘ to bring its other
stop wall l82 into engagement with the companion stop
member 184, it is capable of sliding from such bridge
Isegment is also capable of shifting lfrom the periphery of
the mandrel over the peripheral surface of the control
ring 73 back into the lock groove 72, as described here
inbelow.
In the oper-ation of the lock device 35, the control pin
70 and the look segment 94 can be disposed in substan
shoulder 80 on the mandrel will bring the other entry 10 tially the position illustrated diagrammatically in FIG.
opening 76 of the control ring into alignment with the
6, in which the control pin 70 is in alignment with the
longitudinal mandrel slot 74. When these last-mentioned
right opening 75 (as seen in FIG. »6) of the control
stop walls or shoulders 80, '82 are in engagement, as shown
ring 73 and the segment 94 is disposed in the groove
in FIG. 7, a bridge segment or cam member portion 84 of
72. At this time, the mandrel 10 and housing 21 are
the control ring 7 3, which actually separates ‘its two entry 15 locked together to prevent their relative «longitudinal
openings 75, 76 land the ends of the groove 72, is in
movement, since longitudinal movement of the mandrel
alignment with that portion ‘8‘5 of the periphery of the
in either direction will be transmitted through the up
mandrel between the longitudinal slot 74» and the other
per or lower wall of the circumferential lock groove
stop Ishoulder 79. One wall 86 of the bridge piece 84y de
72 to the lock segment l94, which is secured to the hous
-iìning the entry opening 76 is then in alignment with one 20 ing against longitudinal movement relative thereto, al
wall 87, such as the right wall illustrated in FIGS. 6 and 7,
though its radial movement is permitted. The parts are
of the longitudinal slot 74. When the control ring 73
then in position .1 shown in FIG. 16. When it is desired
has been shifted arcuately to its other position, as illustrat
to release the lock device 35, the tubular string B and
ed in FIG. 6, in which the other stop shoulders 79, -81 are
the mandrel 10 are turned to the right. The housing
coengaged, then the bridge segment or cam member 84 25 21 will not turn at this time, inasmuch as it is connected
is disposed on the opposite side of the longitudinal slot
to another tool, such as a lower Well packer (not shown)
74 with its other longitudinal surface 8S in alignment with
anchored in packed-off condition in a well casing in which
the other or left side 89 of the longitudinal slot 74.
the apparatus has been lrun. Accordingly, the control
The control ring or member 73 is normally urged to the
pin 70 `and the lock segment 94 do not turn, but the
position illustrated >in FIG. 6, in which the right longi 30 mandrel 10, spring retainer 92, spring 90 and control
tudinal stop shoulders 81, 79 on the control ring and the
ring or member 73 can all turn as a unit, inasmuch =as
mandrel 10 are engaged, the control ring being yieldably
the control pin and the lock segment are disposed in
held in such position by a coil spring 90 encircling the
the circumferential groove 72. Such turning of the man
mandrel 10 below the ring 7'3I and having its upper end 91
drel and the other parts connected thereto, including the
secured to the ring and its lower end 91a attached to a 35
control ring 73, can continue until the bridge portion
retainer ring or sleeve 92 encompassing the mandrel and
suitably secured thereto, as by Áa :set `screw 93. The coil
or cam member 84 engages the lock segment ‘94 and
cams it radially outwardly, and the left wall 86 of the
spring 90 permits the ring 73 to be shifted relatively on
cam member engages the control pin 70, at which time,
the mandrel 10‘» from the position illustrated in FIG. 6 to
the right and to the position illustrated in FIG. 7. When 40 the lock segment 94 will be disposed on the outer sur
Iface of the cam member ‘84 and the control pin 70 will
the shifting «force on the ring 73 is relieved, then the `coil
lbe in alignment with the control ring opening 76, which
spring 90 returns the control ring 73 to the position
is, in turn, in alignment with the longitudinal slot 74,
illustrated in FIG. 6.
the parts then occupying the position illustrated in FIG.
The mandrel 10 is locked to the housing 21 by a look
segment, shoe or dog 94 disposed in a generally radial 45 7 and designated as the “2” position therein. The man
drel 10 can now «be moved longitudinally or lowered
slot or opening `95 in the upper portion 32 of the llower
within the housing 21, the control pin 7i) moving rela
housing memiber or cylinder and disposed arcuately a
tively upwardly through the opening ’76 and along the
short distance away from the `control pinv 70'. This lock
segment or element 94 is urged in an inward direction
longitudinal slot 74, the lock segment 94 sliding along
‘84 in an outward direction when engaged therewith. To
unwinding of `the coil spring 90 is removed, inasmuch
by la helical compression spring 96, the outer end of 50 a surface of the cam member `84 of the control ring and
along the surface of the periphery of the mandrel l0
which bears against an encompassing retainer ring or
therea'bove. The extent of movement in the specific tool
segment ‘97, the spring being disposed in a socket 98 in
illustrated is determined by the clamping of the valve
the lock element and bearing against the base portion
head 16 between the valve seat 15 -at the lower end of
of such socket. The retainer 97 also encompasses the
the mandrel 10 and the supporting shoulder 49* on the
control pin 7tl to insure its appropriate movement within
cam sleeve 40, such as disclosed in FIG. 5. This cor
the lock groove 72 and openings 75, 76 of the control
responds to position “4” illustrated in FIG. 7:. '
ring 73, and along the longitudinal slot '74 of the man
Before -the parts reach position “4,” and, in fact, upon
drel 10. The lock segment 94 is adapted to move within
shifting of the control pin 70' and the lock segment 94
the horizontal or circumferential lock lgroove 72 in the
control ring and is shifta‘ole by the bridge piece or cam 60 immediately above the control ring 73, the restraint to
as the control pin 7l) is no longer engaging the left wail
facilitate such shifting, an inner end portion 99 of the
86 of the cam portion S4 of the control ring. Accord
lock segment is tapered, so that the lock segment 94 is
urged in an outward direction when engaged by the cam
ingly, the spring 99 immediately shifts the control ring
portion 34 of the control ring or member 73.
65 V73 back to its original position, in which its right stop
The lock segment 94 is adapted to be disposed within
shoulder 481 engages the companion longitudinal stop wall
rthe horizontal lock groove 72 of the control ring 73,
yor shoulder 79 on the mandrel, the control pin and the
which will prevent relative longitudinal movement be
lock segment then being disposed longitudinally in po
tween the mandrel 10 and the outer housing 21, or it
sition “3” illustrated in FIG. 7 (the control ring '73, as
can be cammed outwardly by the cam element or bridge 70
noted above, then being in the position illustrated in
portion 84 of the control ring and will then lie upon the
FIG.
6). At this time, the longitudinal slot '74 is in
outer surface or periphery of the latter, which functions
‘alignment with the right entry opening 75 in the con
as a continuation of the periphery of the mandrel there
trol sleeve leading into the lock groove 72, and the bridge
above, which is also true of the periphery of the re
segment 84 i-s displaced circumferentially away from the
mainder of the control ring. When the lock segment 94
3,086,594
'
8
7
position of longitudinal alignment with the lock seg`
ment 94 (FIG. 6).
Assuming the control pin 7G and the lock segment 94
Vscopic movement between said members in the opposite
direction.
to be in position “4,” as shown in FIG. 7, it is unneces
sary to rotate the tubular string B or mandrel 70 in
either direction to relock the parts. All that is neces
sary is to move the mandrel upwardly within the hous
inner and outer members telescopically arranged with
2. In apparatus adapted to be disposed in a well bore:
respect to one another; means for securing one of said
members to a tubular string extending to the top of
the top of the Well bore; control means angularly mova~
ing 21, the control pin and lock Isegment moving down
ble on one of said members and having an arcuate
groove; lock means movable laterally on the other of
wardly from position “4” shown in FIG. 7 back to po
sition “l” illustrated in FIG. 6. The control pin 76 l0 said members into and out of said groove to selectively
prevent or permit relative telescopic movement between
moves relatively in a downward direction along the lon
said members; cam means on said control means engage
gitudinal slot 74 *back through the right opening 75 into
able with said lock means in response to relative rotation
the lock groove 72, the lock segment 94 sliding relatively
between said members to shift said lock means laterally
downwardly along the periphery of the mandrel y10 and
to prevent its entry into said groove and to permit rela
along the surface of the control ring 73 to the right
tive telescopic movement between said members in one
side of the right entry opening 75 and into its groove
direction; means for shifting said control means angular
7-2, ybeing shifted into the lock groove 72 by the helical
compression spring 96. Relative longitudinal movement
ly on said one of said members to shift said cam means
between the mandrel -10 and housing 21 cannot occur
from longitudinal alignment with said lock means to
allow reentry of said lock means into said groove upon
again until the mandrel 10 is again turned to the right
to place the control ring 73 in the relative position 1l
lustrated in FIG. 7, in which the cam 84 on the con
trol ring has again cammed the lock segment 94 out
wardly and has engaged the control pin '70, with the
relative telescopic movement between said members in
the opposite direction; and means for locating said cam
means in a position holding said lock means from said
groove.
3. In apparatus adapted to be disposed in a well bore:
lock segment disposed on the outer `surface of the cam, 25
inner
and outer members telescopically arranged with
which is position “2” in FIG. 7.
respect to one another; means for securing one of said
It is, accordingly, evident that a lock device has been
members to a tubular string extending to the top of the
provided which can be released by turning the mandrel
Well bore; control means angularly movable on one of
in one direction only, as to `the right. Relocking of the
said members and having an arcuate groove; lock means
device is not accompanied by any turning of the mandrel
movable laterally on the other of said members into
and of the tubular string connected thereto. It results
and out or” said groove to selectively prevent or permit
simply by shifting the mandrel longitudinally. Inas
relative telescopic movement between said members;
much as the joints of the tubular string B are secured to
one another by right-hand threaded connections,
turning of the `tubular string and the mandrel to
right does not tend to unscrew or loosen any of
joints. No left-hand turning at all is required with
cam means on said control means engagcable with said
the
the 35 lock means; means on said other member engaging said
control means in response to relative rotation between
>the
said members to locate said cam means in engagement
the
particular device.
with said lock means after said cam means has engaged
drel to the No. “4” position. As soon as position “3”
has been reached, the coil spring 9i) will shift the cori
trol ring 73 back to its position illustrated in FIG.
6, in which upward movement of the mandrel 10 relative
to the housing 21 will return the segment 94 back into
the circumferential lock groove 72 and will relock the 55
respect to one another; means for securing one of said
members to a tubular string extending to the top of the
well bore; control means angularly movable on one of
and shifted said lock means laterally to prevent its entry
With the specific valve apparatus illustrated, the lock
device holds it normally in an open position. It could, 40 into said groove so as to permit relative telescopic move
ment between said members in one direction; and means
however, be employed to hold the valve device in the
for shifting said control means angularly on said one
closed position, if desired. When the valve is to be
of said members to shift said cam means from longitu
closed, the tubular string B and mandrel 10 need merely
dinal alignment with said lock means and to allow re
be turned to the right to place the lock parts in position
“2.” in FIG. 7, whereupon the mandrel 1t) is lowered 45 entry of said lock means into said groove upon relative
telescopic movement between said members in the op
within the housing 21, as permitted by movement of the
posite direction.
control pin 70 into and `along the longitudinal slot 74,
4. In apparatus adapted to be disposed in a well bore:
the lock segment 94 sliding along the surface of the cam
inner and outer members telescopically arranged with
or bridge portion 84 and along the periphery of the man
parts.
I claim:
l. In apparatus adapted to be disposed in a well bore:
inner and outer members telescopically arranged with
said members and having an arcuate groove; lock means
movable laterally on the other of said members into and
out of said groove to selectively prevent or permit rela
tive telescopic movement between said members; cam
means on said control means engageable with said lock
means in response to relative rotation between said mem
bers to shift said lock means laterally to prevent its cn
try into said groove and to permit relative telescopic
respect to one another; means for securing one of said
movement between said members in one direction; and a
members to a tubular string extending to the top of the
spring engaging said control means and said one member
well bore; control means angularly movable on one of
for `angularly shifting said control means on said one
said members and having an arcuate groove; lock means
of said members to shift said cam means from longi
movable laterally on the other of said members into
and out of said groove to selectively prevent or permit 65 tudinal alignment with said lock means and to allow
re-entry of said lock means into said groove upon rela
relative telescopic movement between said members; cam
means on said control means engageable with said lock;
tive telescopic movement between said members in the
opposite direction.
means in response to relative rotation between said mem
bers to shift said lock means laterally to prevent its entry
5. In apparat-us adapted to be disposed in a well bore:
into said groove and to permit relative telescopic move 70 inner and outer members telescopically arranged with re
ment between said members in one direction; and means
spect to one another; means for securing said inner mem
for shifting said control means angularly on` said one
ber to a tubular string extending to the top of the well
of said members to shift said cam means from longitu
bore; control means angularly movable on said inner
dinal alignment with said lock means to allow reentry
member and having an arcuate groove; lock means mov
of said lock means into said groove upon relative tele 75 able laterally on said outer member into and out of said
3,086,594
10
groove to selectively prevent or permit relative telescopic
movement between said members; cam means on said
control means engageable with said lock means in re
sponse to relative rotation between said members to shift
said lock means longitudinally to prevent its entry into
said groove and to permit r-elative telescopic movement
between said members in one direction; and means for
shifting said control means angularly on said inner member to shift said cam means from longitudinal alignment
with said lock means and to allow reentry of said lock
means into said groove upon relative teiescopic move
ment between said members in the opposite direction.
6. In apparatus adapted to be disposed in a well bore:
first and second members telescopically arranged with re»
ings with said slot to allow movement of said pin from
said groove into said slot.
8. In apparatus 'adapted to be disposed in a well bore:
inner and outer members telescopicailly arranged with
respect to one another; means for securing one of said
members to a tubular string extending to the top of the
well bore; said inner member having a longitudinal slot;
control means angularly movable on said inner member
and having an arcuate groove provided with circumferen
tially spaced openings selectively communicable with said
longitudinal slot when aligned therewith; coengageable
stop means on- said control means and inner member for
limiting angular movement of said control means on said
inner member to -a position in which one opening or the
spect to one another; means for securing one of said 15 other opening is aligned with said slot; a control pin on
members to a tubular string extending to the top- ot the
said outer member movable in said slot, groove and open
well bore; said ñrst member having a longitudinal slot;
ings; lock means movable laterally on said outer member
control means angularly movable on said íirst member
and having an arcuate groove provided with circumferen
into and out of said groove to selectively prevent or per
mit telescopic movement between said members; cam
tially spaced openings selectively communicable with said 20 means on said control means between said openings en
longitudinal slot when aligned therewith; coengageable
gageable with said ylock means to shift said llock means
stop means on said control means and iirst member for
limiting angular movement of said control means on said
first member to a position in which one opening or the
laterally of said outer member to prevent entry of said
lock means -into said groove and to permit relative tele
scopic movement between said members in on-e direction;
other opening is aligned with said slot; a control element 25 means for angularly turning said control means on said
on said second member movable in said slot, groove and
inner member to align one of .said openings with said slot
openings; lock means movable laterally on said second
member into and out of said groove to selectively prevent
or permit telescopic movement between said members;
`and to allow movement of said pin from- said slot into said
groove and entry of said lock ‘means into said groove;
said control means being engageable with said pin upon
cam means on `said control means between said openings 30 relative rotation between said membens and lateral shiiit
engageable with said lock means to shift said lock means
ing of said lock means by said cam means -to align the
laterally of said second member to prevent entry of said
other tto said openings with said slot to allow movement
lock means into said groove and to permit relative tele
of said pin from said groove into said s-lot.
scopic movement between said member-s in one direction;
9. In apparatus adapted to be disposed in a well bore:
means for angularly turning said control means on said 35 inner and outer members telescopically arranged with re
iirst member to align one of said openings with said slot
spect to one another; means yfor securing said inner mem
and to allow movement of said control element from said
ber to a `tubular string extending .to the top oñ the well
slot into said groove and entry of said lock means into
bore; said inner member lhaving «a longitudinal slot; a con
said groove; said control means being engageable with
trol ring angularly movable on said inner member and
40
said control element upon relative rotation between said
having an arcuate groove provided with circumferentially
members land lateral shifting of said lock means by said
cam means to align the other of said openings with said
slot to allow movement of said control element from said
groove into said slot.
7. ln apparatus adapted to be disposed in a well bore: 45
ñrst and second members telescopically arranged with re
spaced »openings selectively communicable with said `lon
gitudinal slot when aligned therewith; coengageable stop
means on said control ring and inner member for limiting
langular movement of said control ring on said inner mem
ber to a position in which one opening or the other open
ing is aligned with said slot; a control pin on said outer
member movable in said slot, groove .and openings; lock
spect to one another; means for securing one of said
means movable laterally on said outer member into and
members to a tubular string extending to the top of the
out of said groove to selectively prevent or penmit tele
well bore; said first member having a longitudinal slot;
a control ring angularly movable on lsaid ñrst member 50 scopic movement between said members; cam means on
-said control ring between- said openings and the ends of
and having an arcuate groove provided with circumferen
said groove enga-geable with said lock means to shift said
tially spaced openings selectively communicable with said
lock means laterally of said outer member to prevent
longitudinal slot when aligned therewith; coengageable
entry of said lock means into said groove and to permit
stop means on »said control ring and iirst member for
relative telescopic movement between said members in
`limiting angular movement of said control ring on said
one direction; means .for angularly turning said control
ñrst member to a position in which one opening or the
ring on `said inner member to align one of said openings
other opening is aligned with said slot; a control pin on
with said slot and to allow movement `of said pin trom
said second member movable in said slot, groove and
said slot into said groove `and entry of Isaid lock means in-to
openings; lock means movable laterally on said second
member into and out of said groove to selectively prevent 60 said groove; said Icontrol ring being engageable with said
pin upon relative rotation between said members and
or permit telescopic movement between said members;
lateral shifting of said lock means by said cam means to
cam means on said control ring between said openings
»align the other of said openings with said slot to allow
and the ends of said groove engageable with said lock
movement of said pin liro‘m said ‘groove .into said slot.
means to shift said lock means laterally of «said second 65
l0. ln apparatus adapted »to be disposed in a well bore:
member to prevent entry of said lock means into said
ñrst and second members telescopical‘ly arranged with
groove and to permit relative telescopic movement be
respect to one another; means for securing one' of said
tween said members in one direction; means for angular
members to a tubular string extending to the top of the
ly turning said control ring on said first member to align
well bo-re; said iirst member having a longitudinal slot;
one of said openings with said slot and to allow move- 70 control means angula-rly movable on said tir-st member
ment of said pin from said slot into said groove and en
and having an arcuate groove provided with cincumieren
try of said lock means into -said groove; said control ring
tially spaced openings «selectively communicable with said
being engageable with said pin upon relative rotation
between said members and lateral shifting of Said lock
longitudinal slot when aligned therewith; coengageable
stop means on said control means and fìnst member for
means by said cam means to align the other of said open 75 limiting angular movement of said control means on said
3,086,594
ll
first member to a position in which one opening or the
other opening is `aligned with said slot; a control element
on said second member movable in said slot, groove and
openings; lock means movable laterally on said second
member into and out of said groove to selectively prevent
or permit »telescopic movement between 4said members;
cam means on said control means between said openings
l2
means laterally of said outer member to prevent entry
of said lock means into said groove and to permit rela
tive telescopic movement between said members in one
direction; spring means engaging said inner member and
control means for constantly urging said control means
on said lirst member ltoward a position to align one of
said openings with said slot and to lallow movement of
engageable with said v`lock means to shift said lock means
said pin from said slot into said groove and entry of said
laterally of «said second member to prevent entry of said
lock means into said groove; said control means being
lock means into said groove and to permit relative tele
scopic movement between said members in one direction;
engageable with said pin upon relative rotation between
said members and lateral shifting of said lock means by
said cam means to align the other of said openings «with
said slot to allow movement of said pin from said groove
into said slot.
13. ln apparatus adapted to be disposed in a well bore:
inner and `outer members telescopically arranged with
spring means engaging «said first member and control
means and constantly urging said control means on said
iirst member `toward a position aligning one of said open
ings with said slot to `allow movement of said control ele
ment from said slot into said groove and entry of said
lock means into said groove; said cont-rol means being
engageable with said control element upon relative rota
tion between said members and »lateral shiftin g of »said lock
means by said cam means to align the other oñ said open
ings with said slot to allow movement of said control ele
ment from said groove into said slot.
ll. In apparatus adapted to be disposed in a well bore;
iirst `and second members telescopically arranged with
respect to one another; means for securing said inner
member to a tubular string extending to the top of the
well bore; said inner member having a longitudinal slot;
20 a control ring angularly movable on said inner member
and having an arcuate groove provided with circumfer
entially spaced openings selectively communicable with
said longitudinal slot when laligned therewith; coengage
able stop means on said control ring and inner member
respect to one another; means for securing one of said 25 for limiting `angular movement of said control ring on
members to .a tubular string extending to the top of the
said inner member to a position in which one opening
well bore; said iirst member having la longitudinal slot; a
control ring langularly movable on said first member and
having an arcuate groove provided with circumferentially
or the other opening is aligned with said slot; a control
pin on said outer member movable in said slot, groove
and openings; lock means movable laterally on said outer
spaced openings selectively communicable with said lon 30 member into and out of said groove to selectively pre
git-udinal slot when aligned therewith; coengageable stop
vent or permit telescopic movement between said mem
means on said control ring and first member for limiting
bers; cam means on said control ring between said open
angular movement of said control ring on said ñrst mem
ings .and the ends of said groove engageable with said
ber to a position in which one opening or the other open
ling is aligned with said slot; a control pin on said second 35 lock means to shift said lock means laterally of said
outer member to prevent entry of said lock means into
member movable in said slot, groove and openings; lock
said groove and to permit relative ltelescopic movement
means movable laterally on said second member into and
between said members in one direction; spring means en
out of said groove to selectively prevent or permit tele
gaging said inner member and control ring and con
scopic movement between said members; cam means on
4said control ring between said openings and the ends of 40 stantly urging said control ring on said inner member to
ward a position to align one of said openings with said
said groove engageable vwith said look means to shift said
slot and to allow movement of said pin from said slot into
lock means laterally of said second member to prevent
said groove and entry of said lock means into said groove;
entry of said lock means into said groove and to permit
said control ring being engageable with said pin upon
relative telescopi-c movement between said members in
relative rotation between said members and lateral shift
one direction; spring means `engaging said iirst member
ing of said lock means by said cam means to align the
and control ring `for angularly turning said control means
other or" said openings with said slot to allow movement
on said ñrst member to `align one of said openings with said
of said pin from said groove into said slot.
slot Iand to allow movement of said pin from said slot into
14. tln apparatus adapted to be disposed in a well bore:
said groove and entry oñ said lock means into said
groove; said control ring being engageable with said pin 50 inner and outer members telescopically arranged with
respect -to one another; means for securing said inner
upon relative rotation between said members and lateral
member to a tubular string extending to the top of the
shifting of said lock means by said cam means to align
well bore; said inner member having a longitudinal slot;
the other of said openings with said slot to allow move
ment of said pin from said groove into said slot.
55 a control ring angularly movable on said inner mem
ber and having an arcuate groove provided with circum
12. In apparatus adapted to be disposed in a well bore:
inner and outer members >telescopically arranged with
ferentially spaced openings selectively communicable with
respect `to one another; means for securing one of said
said longitudinal slot when aligned therewith; coengage
members to a tubular string extending to the top of the
able stop means on said control ring and inner member
well bore; said inner member having a longitudinal slot; 60 for limiting angular movement of said control ring on
control means angularly movable on said inner member
and having an arcuate groove provided with circumfer
entially spaced openings selectively communicable with
said longitudinal slot when aligned therewith; coengage
able stop means on said control means and inner mem
ber for limiting angular movement of said control means
on said inner member to Ia position in which one opening
said inner member to a position in which one opening
or the other opening is aligned with said slot; a control
pin on said outer member movable in said slot, groove
and openings; lock means movable laterally on said outer
member into and out of said groove to selectively pre
vent or permit telescopic movement between said mem
bers; cam means on said control ring between said open
or the other opening is aligned with said slot; a control
ings and the ends of said groove engageable with said
pin on said outer member movable in said slot, groove
lock means to shift said lock means laterally of said
70
and openings; lock means movable laterally on said outer
outer member to prevent entry of said lock means into
member into and out of said groove to selectively pre
said groove and to permit relative telescopic movement
vent or permit telescopic movement between said mem
between said members in one direction; a coil spring en
bers; cam means on said control means between said open
circling said inner member and attached to said control
ings engageable with said lock means to shift said lock 75 ring and inner member for constantly urging said con
3,080,594
13
14
trol ring on said inner member toward a position to align
Ione `of `sai-d openings with said -slot and to lallow move
ment of said pin from said slot into said groove and entry
of said lock means into said groove; said control ring
References Cited in the ñle of this patent
UNITED STATES PATENTS
being engageable with said pin upon relative rotation be
tween said members and lateral shifting of said lock means
by said cam means Ito align the other of said openings
lwith said slot to allow movement of said pin from said
groove into said slot.
2,228,243
2,849,025
2,878,878
Baker ________________ __ Ian. 14, 1941
Conrad ______________ __ Aug. 26, 1958
Baker _______________ __ Mar. 24, 1959
2,924,433
Osmun et al ____________ __ Feb. 9, 1960
Baker ‘et al _____________ __ Oct. 3, 1961
3,002,561
3,026,941
Muse _______________ __ Mar. 27, 1962
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