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Патент USA US3100538

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Aug. 13, 1963
3,100,533
J. v. FREDD
’ ANCHORING AND SEALING DEVICE
Filed Aug. 27, 1959
4 Sheets-Sheet 1
/77
/65
"V65
Fig. 3
INVENTOR
J o h n V. F r e d d
ATTORNEY
Aug. 13, 1963
3,100,533
J. v. FREDD
ANCHORING AND SEALING DEVICE
Filed Aug. 27, 1959
4 Sheets-Sheet 2
Fig.6
7/77
\-/-/6a
INVENTOR
Fig.4
Fig. 5
John V. Fredd
BY I MW M
ATTORNEY
Aug. 13, 1963
J. v. FREDD
3,100,533
ANCHORING AND SEALING DEVICE
Filed Aug. 27, 1959
4 Sheets-Sheet 3
Fig.7
ATTORNEY
1
United States Patent 0 "ice
Ti
3,l?ll,533
Patented Aug. 13, I963
2
ing operations thereof under the in?uence of upwardly
or downwardly directed forces without imparting jars
3,109,533
John V. Fredd, Dallas, Tern, assignor to Otis Engineering
Corporation, Dailas, Tea, a corporation of Delaware,
Filed Aug, 27, 1959,Ser. No. $36,512‘
ANCHORING AND SEALING DEVICE
to the device.
Still another object is to provide a new and improved
anchoring and sealing device operable by continuous up
wardly or downwardly directed forces ‘without the re
21 claims. (Cl. res-125)
quirement of imparting jars to the anchoring and sealing
This invention relates to well tools and more particular
device having cooperable slot and control pin means be
ly to anchoring and sealing devices for releasably securing
tween longitudinally aligned operative elements thereof
well devices in a well ?ow conductor without subjecting
the well devices to jars or shocks during anchoring, seal
which provide for a predetermined sequence of opera
tion of longitudinal and rotational movements between
ing and removal operations of the anchoring and sealing
the operative elements of the anchoring and sealing‘ de
vice to effectuate the anchoring, sealing and pressure
‘ An object of the invention is to provide a new and
equalizing operations thereof under the in?uence of up‘
improved anchoring and sealing device for releasably 15 wardly or downwardly directed forces, and resilient means
device.
'
securing devices in a well ?ow conductor without subs
jecting the well devices to jars or shocks during anchoring
or removal operations of the anchoring and sealing device.
Still another object is to provide on anchoring and
biasing the elements for rotational movement relative to
one another as limited by the slot and control pin means
upon relative longitudinal movement between the opera
tive elements.
sealing device for releasably securing jar sensitive well
Additional objects and advantages of the invention
devices in a well flow conductor and for plugging the
well flow conductor above the well device without sub
, will be readily apparent from the reading of the following
‘ description of a device constructed in accordance with
jecting the well device to shocks or jars during anchoring,
plugging, releasing and removing operations of the an
choring and sealing device.
the invention, and reference to the accompanying draw
ings thereof, wherein:
25
A further object is to provide an anchoring and seal
ing device which may be anchored in a well ?ow con
doctor and subsequently released therefrom by con
tinuous substantially uniform constant upwardly and
downwardly directed forces whereby jars or shocks are
not imparted to the anchoring and sealing device.
A still further object of the invention is to provide
an anchoring ‘and sealing device for positioning well de
vices, such as pressure gauges or bombs, in a well how
FIGURE 1 is an elevational view of the anchoring and
sealing device embodying the invention anchored in a
well ?ow conductor and supporting a jar sensitive well
device;
FIGURE 2 is a view, partly in elevation and partly
in section, with some parts broken away, of the upper
portions of an anchoring and sealing device and of a
running tool showing the device and the running tool as
they appear while the device is being lowered through
':a well ?ow conductor by means of the running tool;
conductor and for sealing the well flow conductor above 35
FIGURE 3 is a'view similar to FIGURE 2, being a
such well device having pressure equalizing means for
continuation thereof, ‘and showing the lower portions of
equalizing the pressure across the anchoring and seal
the anchoring and sealing device;
'
ing device which is maintained open during the installa
FIGURE 4 is a view, partly in section and partly in
tion of the anchoring device in a preselected position in
elevation, of the upper portions of the anchoring and
the well flow conductor, closed upon completion of the 40 sealing tool showing the device in anchored and sealing
anchoring operation and of the sealing operation and sub
position in ‘a well flow conductor;
sequently opened to facilitate release and removal of the
FIGURE 5 is a view similar to FIGURE 4, being a
anchoring and sealing device from the well flow con
continuation thereof, showing the lower portions of the
doctor.
‘anchoring and sealing device;
‘
Another object is to provide an anchoring and sealing
device having anchor means engageable in an ‘internal
recess of atwell flow conductor to anchor the anchoring
and sealing device in a predetermined position in the
well flow conductor, a \lockingtrneans for holding the an
chor means in expanded ‘locking positions, a sealing
means movable into sealing engagement with the well
flow conductor to seal between the anchoring and sealing
‘
FIGURE 6 is a fragmentary enlarged side elevational
view illustrating the various posit-ions assumed by a con
trol pin of one of the elements of the anchoring and seal
ing ‘device in a slot of ‘another of the operative elements
of the anchoring and sealing device during anchoring and
releasing operations;
'
‘
FIGURE 7 is a view, partly in elevation and partly in
section, with some parts broken away, of the upper por
device and the well ?ow conductor, pressure equalizing
tions of the anchoring and sealing device ‘and of a pulling
means for equalizing the pressure across the anchoring
tool showing the operative elements of the anchoring and
55
and sealing device, and means operable by continuous
sealing device in an intermediate stage of the release cycle
substantially constant upwardly or downwardly directed
of operation thereof wherein a pressure equalizing means
forces and without imparting jars or shocks to the an
choring and sealing device for successively'locking the
anchoring means ‘in expanded position, moving the seal
ing means into sealing engagement with the well ?ow
conductor and simultaneously holding the pressure equal
izing means in closed position.
i
‘
‘Still another object is to provide a new and improved
has been moved to open position by means of the pulling
tool to equalize the pressure above and below the anchor
ing and sealing device;
FIGURE 8 is ‘a view similar to FIGURE 7, being a
continuation thereof, and‘showing intermediate portions
of the'anchoring and sealing device;
FIGURE 9 is a view similar to FIGURE 8, being a
anchoring and sealing device operable by continuous
continuation thereof,_and showing the ‘lower portions of
upwardly or downwardly directed forces without the re
the anchoring and sealing device;
quirement of imparting jars to the anchoring and sealing
device having cooperable slot and control pin means be
tween longitudinally aligned operative elements thereof
which provide for a predetermined sequence of operation
FIGURE 10‘ is {a fragmentary perspective exploded
view of twotof the elements of the anchoring ‘and sealing
device;
t
‘
‘
FIGURE 11 is a view in elevation and partly in section,
of longitudinal and rotational movements between the 70 with some parts broken away, of the upper portion of
the anchoring and sealing ‘device and of the pulling tool
operative elements of the anchoring and sealing device
showing the elements of the anchoring ‘and sealing device
to effectuate the anchoring, sealing and pressure equaliz
3,100,533
3
ll
as they appear during their upward removal from the well
enlarged portion 63 of the spring housing and its down
ward movement is limited by the upwardly facing annular
?ow conductor by the pulling tool; and
'
FIGURES 12 through 20* are diagrammatic illustrations
of the various operative positions assumed by cooperable
control pin and slot means of the anchoring and sealing
device during'anchor-ing, sealing, pressure equalizing and
releasing operations of the anchoring and sealing device.
shoulder 64 of the spring housing. The upper end of the
housing sleeve is ‘aligned with an annular external recess
65 of the spring housing and its upper end is rigidly se
cured to the housing by any suitable means, such as by
inturning or staking upper end portions; of the sleeve into
Referring now to the drawing, the anchoring and seal
the annular recess 65.
ing device 30 is adapted to 'be positioned in a well ?ow
The bypass mandrel 35 of the outer tubular member
conductor, such as the tubing string T which includes 10 or mandrel is provided with a plurality of upper lateral
tubing sections 12 joined by coupling collars 13‘ so that
ports 68 in an intermediate portion of the bypass mandrel
the spaced adjacent ends of adjacent tubing sections and
and with a plurality of lateral ports 69 in the lower portion
the collars form coupling collar recesses 14.
70 of larger internal and external diameters.
The anchoring and sealing device includes an elongate
The packer assembly 36 includes a seal mandrel 72
outer tubular member or mandrel 31 having a collet man 15 threaded into the enlarged lower portion 70 of the by
drel- 32, acollet expander mandrel 33', a spring housing
pass mandrel and an annular seal retainer member 73
34, aby-pass mandrel 35 and a packer assembly 36 which
threaded on the packer mandrel which are held against ro
are threadedly connected together in the sequence set
tation ‘ relative to one another ‘by a pin 75 extending
forth. ' A collet 38 is slidably disposed on the collet man~
. through aligned apertures in the retainer and in the seal
drel for limited longitudinal movement thereon, upward 20 mandrel.‘ The tubular seal 77 is tubular form opening
downwardly and has an inwardly and upwardly tapered
movement of the collet 38 being limited’ by‘ the engage
ment of its upper end with the downwardly facing an
upper portion 78 extending between the lower reduced
nular shoulder 39 of the collet mandrel and downward
portion 80 of the seal mandrel ‘and an iannular reinforcing
movement of the collet being limited by the engagement
resilient member 82 disposed in the downwardly ‘and out
of its internal downwardly facing shoulder. 40* with the 25 wardly beveled portion 83 of the retainer member 73.
upper end of the expander-mandrel 33‘.
The reinforcing member is less resilient however than .the
The collet 38 is provided with a plurality of resilient '
?ngers 41 having external bosses 42 provided with out~
wardly convergent upper and lower shoulders 43 and 144‘.
tubular seal so that it affords some lateral support to inter
mediate portions of the tubular seal while still permitting
some ‘outward movement thereof. The seal "/7 is also
The bosses 42 are adapted to be received in any selected 30 provided with an annular internal ?ange 84 whose upper
collar recess 14 of the tubing string to position the anchor
end abuts the lower end of the seal mandrel and whose
ing and sealing ‘device below such selected collar recess.
internal surface engages in ?uid tight relation the external
The resilient ?ngers 41 tend to assume the expanded posi
wall surface of the core member 51. The internal ?ange
84 is provided with ‘a downwardly opening annular recess
tions illustrated in FIGURE 4 and ‘are forced inwardly
to the retracted’ positions illustrated in FIGURES 1 and 35 85 whereby ?uid pressure acting upwardly will tend to
11 upon contact with the tubing sections.
tightly urge the ?ange against the core member.
The lower ends of the collet ?ngers are held in their.
The core member 51 includes an upper section 88 hav
expanded positions by an annular collet expander 46 pro
ing a ?shing neck 90 provided at its upper end with an
vided with a transverse control pin‘47 which extends
external annular ?ange 911 having ‘an undercut downwardly
and outwardly extending shoulder I92 ‘and also having a
through oppositely disposed substantially 'L-shaped guide
slots 48 of the expander mandrel, through aligned aper
tures of the sleeve v419 .which is slidably disposed in the
expander mandrel, and through a cooperating guide slot
reduced lower portion telescopable into the upper end
of the collet mandrel 32 of the outer tubular member.
The reduced lower portion 93 of the ?shing neck 90 has
51? of a core member 5-1 within the outer tubular member
a plurality of circumferentially spaced lateral'apertures
31. The L-shaped slots have elongate portions 52 and
transverse portions 53 communicating with the upper ends
of the longitudinal portions whereby the collet expander
94 in which are disposed latch balls 95 adapted to extend
inwardly into ‘an annular external latch recess ‘96 of the
4-5 may be moved longitudinally on the expander mandrel
scoped into the ?shing neck. The lateral apertures ‘94 have
slightly inturned edges which permit the balls to move
only when. the pin 4-7 is aligned in the longitudinal por
prong 97 of a running tool '98 when the prong is tele
tions 52 of the slots 48 and is held against longitudinal 50 inwardly and ‘outwardly so that portions thereof may
movement relative to the expander mandrel when the con
extend either inwardly or outwardly of the reduced lower
trol pin of the expander is disposed in the transverse por
portion 93 of the ?shing neck while at the same time pre
tions 53‘ of the guide slot 48.
venting their complete displacement from the ball
The collet expander and the control pin are rotated
apertures.
‘
relative to the‘elongate outer member by the coaction of '
V The upper section of the core member ‘also includes a
‘the control pin with the surfaces de?ning the slot 50' of
the core member ‘Slupon longitudinal movement of the
control core 100 which is threaded into the lower end of
core member relative to the outer tubular member ‘as will
be explained below. The sleeve 49‘ closes the slots 48 to .
the ?shing neck and secured against rotation relative
thereto ‘by a transverse pin 101 extending through aligned
apertures of the ?shing neck and of the control core. The
prevent foreign materials from entering into the outer 60 control core is provided ‘adjacent its upper ‘end with an
tubular member through the slots.
'
The spring housing ‘34 is provided with oppositely dis
posed inverted substantially U-shaped slots '55 in which
external annular latch recess 194 in which are receivable
the inner portions of the latch balls 105 carried by the
collet mandrel in circumferentially spaced lateral taper
are received opposite end port-ions of a lower transverse
tures 106 thereof. The latch balls hold the control core
pin 56 of the core member 51. Each of the guide slots 65 100, :and therefore the upper section 88 of the core mem
55 is provided with a long longitudinal portion 55a con
ber 51', against longitudinal movement in the collet man
nected by an, upper transverseportion 57 to an upper
' drel until the collet mandrel has been moved upwardly
short longitudinal portion 58 in turn connected to a
relative to the collet 38 to a posit-ion wherein the latch
lower longitudinal portion 59 by an intermediate trans
balls are aligned with an internal. annular latch recess 107
verse portion 60 so that the lower longitudinal section is 70 of the collet. The ball apertures ‘106 also have slightly
spaced vfarther from the long longitudinal portion than
inwardly extending lips which limit both outward and in
the short upper longitudinal portion.
ward movement of the balls so that while the balls may
move between the positions illustrated in FIGURES Q. and
'
The spring housing is provided with a housing sleeve
62 which closes the substantially U-shaped slots 55.
'The lower end of the housing sleeve telescopes over an 75
7, they may not be entirely displaced from the ball
apertures.
'
3,100,533
5
6 .
The guide slot 50 is located in the enlarged portion
thereupon enter into the lower latch recess due to their
168 of the control core disposed in the expander mandrel
313 of the outer tubular member and in alignment with
camming engagement with the downwardly and outward
1y sloping upper shoulder of the latch recess 136 of the
pull sleeve and that further upward movementof the con
trol prong will cause the bypass plug to move upwardly
therewith until its upper end engages the lower end of the
sleeve extension as illustrated in FIGURE 8.
The lower end of the bypass plug is of reduced diam
eter and provides a downwardly facing stop shoulder 14%}
the oppositely disposed L-shaped guide slots 48 thereof.
The control core guide slot has an upper longitudinal por
tion 111) land a lower longitudinal slot portion 111 later~
ally spaced ‘from the upper longitudinal slot portion 110
which are connected by 1a transverse slot portion 112 de
?ned by the upwardly facing surface 113 of the ‘core mem
ber which slopes downwardly from the lower end of the 10 engageable with the upwardly facing shoulder 141 of the
upper guide slot portion 119 to the upper end of the lower
internal ?ange 142 of the pull sleeve disposed between
longitudinal slot portion 111 land by the. upper down
the upper and lower lateral ports 143 and 144, respective
wardly facing shoulder or surface 114 which extends trans
ly, of the pull sleeve. ’
versely and perpendicularly of the longitudinal axis of the
The bypass plug is provided with O-rings 146 or other
control core.
15 sealrneans disposed in suitable annular recesses on op
1
As will be explained below, relative movement of the
posite ,sides of a transverse passage 147 of the reduced
upper section 88 of the core member ‘51 relative to the
lower portion of the bypass plug which‘seal between the
pull sleeve and the bypass plug when the bypass plug is in
the lower position in the pull sleeve illustrated in FIG
48 and 50 of the expander mandrel and of the core mem 20 URE 3 so that the bypass plug may close the longitudinal
ber 51, respectively, the engagement of the lower control
bore of the pull sleeve. A longitudinal downwardly open
pin 56 ‘in the slots 55 of the spring housing 34, and the
ing passage 148 of the bypass plug communicates With
relative motational position of the upper section :of the
the transverse passage 147 so that ?uid llow may take
collet expander ‘and the outer tubular member is governed
by the engagement of the upper control pin 47 in the slots
core member with respect to the outer tubular member.
place between the longitudinal bore or ?ow passage of the
The upper section 3% of the core ‘member also includes 25 pull sleeve and the exterior thereof above the internal
a control prong 116 whose enlarged upper end is threaded
?ange 14-2, when the bypass plug is in the upper position
on the lower end of the control core 109 and is secured
illustrated in FIGURE 8, through the longitudinal and
against rotational movement with respect thereto by the
lower control pin 56 whose outer end portions extend out
wardly of the enlarged portion of the control prong into
the slots 55 of the spring housing 34. The control prong
116 telescopes downwardly into the lower section 117 of
the core member 51 which includes a pull sleeve 118 hav
ing an extension 119 threaded into the upper end thereof.
transverse passages 148 and 147 of the bypass plug and
the upper lateral port 143 of the pull sleeve.
The pull sleeve is provided with an external annular
recess located between its lateral ports 143 and 144 in
which is disposed an O-ring 15% or other suitable seal
means which seals between the pull sleeve and the bypass
mandrel. The bypass mandrel is similarly provided with
The sleeve extension 119 is provided with a plurality of 35 an internal annular recess in which is disposed an O-ring
circumferentially spaced apertures 12b. in which are dis
151, or other suitable seal means, located above its lateral
posed the latch ball-s 121 adapted to move into the upper
ports 69 whereby the O-rings 155 and 1§1 seal above the
‘annular recess 122 of the control prong to cause the lower
ports 69 and 1414 of the outer tubular member and the
core member section to move longitudinally with the con
pull sleeve, respectively, when the pull sleeve is in the
trol prong and therefore with the upper core member sec 40 lower position illustrated in FTGURE 3, and which seal
tion as long as the latch balls 12.1 extend inwardly into
between the pull sleeve and the bypass mandrel above
. the upper latch recess 122. The external flange 125 of the
‘and below the lower lateral ports 144 of the pull sleeve
sleeve extension is disposed below the downwardly facing
when the pull sleeve is in the upper position illustrated in
shoulder 126 of the bypass mandrel disposed below the
FIGURES 5 and 8.
latching surface 128 of the bypass mandrel formed by 45
The lower core member section 117 includes a seal ex
the decrease in diameter of the upper portion of the bore
of the bypass mandrel. The latching surface engages the
latch balls 121 of the sleeve extension when the pull sleeve
and its sleeve extension are in the lower position in the
bypass mandrel illustrated in FIGURE 3. The control 50
prong may move upwardly relative to the pull sleeve and
the sleeve extension when the sleeve extension has been
moved to the upper position illustrated in FIGURES 5
pander 16b threaded on the lower end of the pull sleeve
and secured. against rotational movement with respect
thereto by a pin 161. The seal expander has an annular
downwardly and outwardly extending wedge surface 162
adapted to enter into the lower end of the tubular seal 77
to expand it into sealing contact with the tubing string T
when the pull sleeve is moved to the upper position illus
trated in FIGURES 5 and 8; The pull sleeve is provided
and 8 wherein the latch balls 121 are disposed above the
with a lateral vent port 163 above the seal expander to
upper end of the bypass mandrel and are free to move 55 permit escape of ?uids from between the pull sleeve and
outwardly ‘from the upper latch recess of the control
the seal 77 as the ‘seal expander moves upwardly into the
prong.
.
‘
‘_
A bypass plug 136 is longitudinally slidably disposed
in the sleeve and has an upwardly opening bore 131 in
which is telescopable the lower end of the control prong
‘116. The bypass plug is provided with ‘a plurality of cir
cumferentially spaced apertures 133 in which are disposed.
packer. The seal expander is provided with lateral ports
165 which provide communication with the interior of the
tubing string T below the packer.
\
Any desired well device such as the pressure bomb or
pressure recording device 170 may be secured to the pull
sleeve by means of the internally threaded lower portion
of the ‘seal expander 166. As illustrated in FIGURE 1,
wherein their outer portions extend into an internal an
a pressure‘ sensing and recording device or “pressure
nular latch recess 136 of the pull sleeve when aligned 65 bomb” 171} is shown connected to the seal expander by
with the latter, as shown in FIGURE 3, and inner portions
‘ means of a shock absorbing device 172 connected to and
wherein inner portions of the balls extend into an external
interposed between seal expander and the pressure bomb.
annular lower latch recess 138 of the control prong adja
It will now be apparent that the core member includes
cent the lower end ‘thereof when the control prong latch
an upper section 88 comprising the fishing neck 91}, the
‘ recess is aligned with the latch balls ‘as illustrated in‘FIG 70 control core illllil rigidly connected to the lower end of
URE 8.
.
the ?shing neck, and the control prong 116 rigidly con
the latch balls. 134 movable between outer positions
It will thus ‘be seen that the control prong may move
upwardly relative to the bypass plug from the position,
nected to the lower end of the control core, ‘and a lower
section 117 which is capable of limited longitudinal move
illustratedin FIGURE 3 until its lower latch recess 138
ment relative to the upper section ‘and comprises the sleeve
is aligned with the latch balls 134 of the bypass plug which 75 extension 119, the pull sleeve 118 ‘and the seal expander
3,100,533
8
160. The upper section is free to rotate relative to the
lower section.
’ The upper section of the core member is biased for rota~
tion in a counter-clockwise manner, when viewed from
above, relative to the outer tubular member or mandrel
by a spring 175 disposed in the spring housing and having
an upper upwardly longitudinally extending end portion
176 received in an external longitudinal slot in the lower
end portion of the expander mandrel 33. The lower
line position thereof in FIGURE 6. The collet ?ngers
41 are then disposed above the expander member 46
so that the collet ?ngers are \free to ?ex inwardly toward
the expander housing, ‘as shown in FIGURE 2.
The bypass plug 130 is in the position illustrated in
FIGURE 3 wherein the opposite ends of the transverse 4
passage‘l47 are closed due to the ‘action of the seal
means or *O-rings 146 which seal between the internal
?ange 142 of the pull sleeve and the bypass plug. Fluid
downwardly longitudinally extending end portion 177 of
flow may take place ‘from below to above the seal 77
the spring is received in a longitudinally extending ex
ternal slot in the upper end portion of the control prong
116. The expander mandrel and the control prong are
provided with reduced sleeves 178 and 179, respectively,
which extend into opposite ends of the spring to hold 15
through the lateral ports 165 of the seal expander 1-60,
the longitudinal bores of the seal expander ‘and the pull
sleeve 11%, and the lateral ports 144 and 69 of the pull
sleeve and of the bypass mandrel 35 which are now
in communication with one another. The O-rings 150
the spring properly positioned about the control core'100‘.
and 151 prevent ?ow of ?uids between the pull sleeve and
the bypass mandrel above the lateral ports 1'44 and 69.
The engagement of the latch balls 95 of the ?shing
neck as now prevents relative longitudinal movement be
exert the force which tends to rotate the control core in
a counter-clockwise ‘direction relative to the outer tubular 20 tween the ?shing neck and the running tool whereby the
In use, the anchoring and sealing device 30 is assembled
to place the spring under torsional forces to cause it to
member 31 by ‘first assembling the various elements of
_ running tool may releasably support the anchoring and
sealing device. The well devices 170 and 172 are con
the device in the positions illustrated in FIGURES 2 and
nected to the packer expander 160.
3 with the exception of the upper and lower control pins
The anchoring and sealing device is then lowered
47 ‘and 55 which [are left out and the housing sleeve 62
which is displaced upwardly of the guide slots 55 of the 25 through the tubing string, the collet ?ngers 41 ?exing in
wardly each time the lower cam shoulder 44 of the bosses
spring housing. The ?shing neck 90‘, control core 100
42 meet such upwardly facing obstructions as the upper
and control plunger 116 are then rotated two turns in a
ends of the tubing sections 12 to permit downward move
clockwise ‘direction, as viewed from above, with respect
ment past the obstructions. The collet mandrel is held
to the outer tubular member ‘31 and the pins are then
against downward movement on the control core due to
inserted in the positions illustrated in FIGURES 2 and 3.
The spring 175 then exerts a ‘force which tends to cause
counter-clockwise rotation of the upper section ‘88 of the
core member 51 relative to the outer tubular member.
the engagement of the latch balls 105 in the external re
lcess 104 of the control core 100 since the collet is main
tained in an upper position on the collet mandrel due to the
-'rictional engagement of its bosses 42 with the internal
The housing sleeve 62 is then moved to the position illus
'trated in FIGURE 3 and staked against movementon the 35 wall surfaces of the tubing string through which the an
spring housing.
7
In use, the running tool 98 is ‘connected to la ?exible
choring and sealing device is being lowered.
’
When the location in the tubing string is reached at
which it is desired to locate the anchoring and sealing de
line through ‘any suitable additional equipment and its
vice, which location is always at a collar recess, the bosses
lower reduced'portion is inserted into the ?shing neck
while the ?shing neck is in an upper position relative to 40 42 move outwardly into such collar recess ‘and the down
ward movement of the anchoring and sealing device is
the collet mandrel 32 so that the latch balls 95 of the
halted. An upward pull is then exerted on the running
?shing neck may move outwardly and not obstruct the
tool to cause the router tubular member and both sections
central bore of the ?shing neck ‘until the latch recess 96
of the core member 51 to move upwardly relative to the
of the ?shing tool is aligned with the balls which are
then free to move inwardly thereinto. The downwardly 45 collet 33 to a position wherein the upper end or the ex
pander mandrel 33 abuts the downwardly facing inter
facing annular shoulder 180 of the running tool limits
nal shoulder 40 ofv the collet and the collet expander 46
telescoping inward movement of the running tool into
is positioned inwardly of the lower ends of the collet
the [?shing neck when the external latch recess 96 thereof
?ngers 41 and locks the bosses 42 in their expanded posi
is ‘aligned with the balls. The ?shing neck is then moved
inwardly into the collet mandrel 32 which is then being 50 tions in the selected collar recess. The upper shoulder of
the collet expander 46 slopes downwardly and outwardly
held in an upper position relative to the collet 38 so that
to facilitate its movement upwardly relative to the lower
its latch balls 105 are in ‘alignment with the internal latch
ends of the collet ?ngers and to expand them into fully
recess 107 of the collet. The control core 100 may then
expanded positions in the event that the resilience of the
be positioned in the collet mandrel with its external latch
a '
recess 1044- positioned above the latch balls 1'05 of the 55 collet ?ngers has not done so.
This upward movement of the 1outer tubular'member I
collet mandrel which move outwardly into the internal
relative to the collet moves the latch balls 105 of the collet
latch recess1b7 ‘of the collet to permit such movement
mandrel 32 into alignment with the internal annular latch
of the control core into the collet mandrel. The ?shing
recess 107 or" the collet whereby the continued upward
neck, the control core and the control prong are then
pull
exerted on the ?shing neck through the usual ?exible
telescope/d‘ inwardly into the inner tubular member to 60
line now causes. both sections of the ‘core member 51
cause the external latch ‘recess 164 of the control core
to move upwardly in the outer tubular member since the _
1th) to move into alignment with the latch balls 165 where
downwardly‘ and outwardly extending lower shoulder de- '
upon the collet may be moved upwardly on the collet man-l
?ning the external latch recess 104 of the control core
drel, the‘ latch balls moving inwardly due to‘ the camming
action of the upwardly ‘facing lower shoulder of the in 65 hilt) may now cam the latch balls 165' of the collet man
ternallatch recess of the collet. The core member 51 is_
then in the position illustrated in FIGURES 2 ‘and 3 with
the upper control pin 47 disposed ‘in the upper end of
the upper longitudinal slot portion 110‘ of the glide slot
50 of the ‘control core and in the lateral transverse por
tions 53 of the guide slots 48 of the expander mandrel
33 as shown in FIGURE 12. The lower transverse pin
.56 of the core member 51 is then disposed adjacent the
lower ends of the lower longitudinal portions 59 of the
slots ‘55 of the spring housing as indicated by the solid 75
drel outwardly into the latch recess 107 of thercollet and
thus permit upward movement of the'control core 100
relative to the collet mandrel. The collet mandrel is now
held against longitudinal movement relative to the collet‘,
and therefore to the tubing string since, the; latch balls now extend into the colletlatch recess. Such upward
movement of the core member 51 causes the upper con
trol pin 47 to assume the position illustrated in FIGURE ~
13 relative to the guide slots 48 and 59 wherein the pin
is located in an intermediate portion of the upper longi
3,100,533
10
tudinal portion 110 of the guide slot 50 of the control
core 100 and in the lateral transverse portions 53 of the
cooperating guide slots 48 of the expander mandrel 33.
Simultaneously the lower transverse pin 56 moves up
wardly in the lower longitudinal sections 59 of the slots
55 to the position 56a.
When the various elements of the packing and control
assembly are in these positions, the outer tubular member
pressure below the device, upper control pin 47 will be
held by the inward force of the collet dogs. Engagement
of the upper control pin 47 with the downwardly facing
shoulder 114 of the slot 59 of the control core 100 and
with the downwardly facing shoulders 187 of the expander
mandrel de?ning the upper ends of the substantially L
shaped slots 48 will now prevent downward longitudinal
movement of the core 100 relative to the expander man
is securely locked against movement in the tubing string
drel and simultaneously the engagement of the outwardly
T so that the tubing may be safely plugged.
10 facing shoulders 188 de?ning the lower edge of the trans
To plug the tubing, the upward pull on the running
verse portion 60 of the slots 55 with the lower control
tool is continued to move both sections of the core mem
pin 56 also prevents downward movement of the control
ber 51 further upward relative to the tubular member 31.
core 100 relative to the outer tubular member so that the
anchoring and sealing device is now locked in the tubing
Such upward movement of the core member 51 relative
to outer tubular member moves the seal expander 16% 15 string. The seal expander cannot be moved downwardly
into the lower end of the seal 77 which is expanded there
out of expanding engagement [with the seal. 77 since the
by into sealing engagement with the internal wall surfaces
core member may not now be moved downwardly in the
of the tubing and simultaneously the lateral ports 144 of
outer tubular member. The bypass plug 130 is locked
the pull sleeve are positioned ‘between the O-rings 15d and
against upward movement due to the engagement of its
151 which seal between the pull sleeve and the bypass
latch balls 134 in the internal annular recess 136 of the
mandrel. The ports 144 and 69 of the pull sleeve and of
pulling sleeve. The control pin 47, and therefore the col
the bypass mandrel are thus prevented from communicat
let expander, in turn is held against downward movement
ing with one another and, since the ‘O-ring 159 seals
relative to the outer tubular member by its engagement
between the pulling sleeve and the bypass mandrel below
with the upwardly facing shoulders .189 of the L-shapcd
the upper lateral ports 68 of the bypass mandrel, the tub 25 slots 48. As a result the pull sleeve 118 and the bypass
ing T is now plugged and no ?uid ?ow may take place
plug 130 are held in the operative positions illustrated
through the tubing string past the anchoring and sealing
in FIGURES 4 and 5 and close off the tubing string. At
device.
this time, the ?shing neck 90 extends outwardly of the
Such upward movement is continued until upward move
collet mandrel 32 with the balls 95 thereof positioned
ment of the core member 51 is stopped by the engagement 30 slightly below the upper end of the collet mandrel and
of the upwardly facing annular shoulder 182 of the pull
still in latching engagement in the external latch recess
sleeve with the downwardly ‘facing internal shoulder 183
96 of the prong 97 of the running tool 98.
of the bypass mandrel. The latch balls 121 of the sleeve
The running tool may now be displaced upwardly out
extension are now positioned above the upper end of the
of engagement with the anchoring and sealing device for
bypass mandrel and are free to move outwardly from 35 removal from the tubing string'by continuing the upward
the latch recess 122 of the control prong whereby the
upper section 88 of the control member is now free to
move upwardly relative to the lower section 117. The
latch balls 134 of the bypass plug however are still posi
tioned above lower external recess 13% ‘of the control
prong so that the control prong may still move upwardly
pull on the ?exible line to which it is connected. Such
further upward pull now causes the ?shing neck 90 and
the upper section 58 of the core member 51 to move
upwardly relative to the outer tubular member ‘31 until
the ?shing neck is moved out of the upper end of the
collet mandrel 32 whereupon the balls 95 are free to move
a certain distance without permitting or causing upward
outwardly and are cammed ‘outwardly by the downwardly
movement of the bypass plug. At this time the lower
and outwardly extending lower shoulder de?ning the lower
control pin 56 has been moved to the position indicated
end of the latch recess 96 to free the running tool from
by the numeral 56b in FIGURE 6 at the upper portion
anchoring and sealing device. During such upward move
of the lower longitudinal portion 59 of the lower control
ment of the upper section of the core member, the con
slot and almost in alignment with the transverse portion
trol pin 47 is positioned as shown in FIGURE 16 in the
60 thereof. The control core 160 has moved still further
slot 50 while the control pin 56 moves to the position 56d.
upward relative to the expander housing and to the upper
Once the running tool is removed, the upper section again
control pin 47 to cause the upper transverse pin 47 to
moves downwardly so that the balls 95 are again positioned
be located, as shown in FIGURE 14, in the lower end of 50 within the collet mandrel slightly below the upper end of
the upper longitudinal portion 110 of the slot 59 of the
the collet mandrel as shown in FIGURE 4 and the control
control core and still in the lateral transverse portions 53
pin 47 is once again in the position illustrated in FIGURE
of the slots 48 of the expander mandrel. The running tool
15 while the control pin 56 returns to the position 560.
98 has not moved relative to the ?shing neck so that the
The various elements of the anchoring and sealing de
latch balls 95 of the ?shing neck still latch the ?shing 55 vice 30 are then in the positions illustrated in FIGURES
neck to the running tool 98.
4 and 5. The anchoring and sealing device then holds
A further upward pull imparted to the running tool 98
the Well device, such as the pressure bomb 170 in the tub
now moves the upper section 88 of the core member to
ing string with the tubing string being sealed off against
position the downwardly facing shoulder 114 of the slot
50 above the upper control pin 47. Simultaneously the
lower control pin 56 has been moved upwardly in the
lower longitudinal portions 59 of the slots 55 to and in
?ow of ?uids in either direction above the pressure bomb
tual pressure within the tubing string below the anchoring
and sealing device. No movement of the elements of the
alignment with the transverse sections 50 of the slots so
that the upper section 83 of the core member 51 is now
core member can now take place since the spring 175
biases the upper section of the core member in a counter
so that the pressure bomb will detect and record the ac
free to rotate in a counter-clockwise manner, as seen from 65 clockwise direction and the shoulders 189 and 186 of the
above, until the transverse pin 47 assumes the position
slots 481and 55, respectively, engage the control plus. The
illustrated in FIGURE 15 wherein the pin engages the
core member thus cannot be moved until it is ?rst moved
side 185 of the slot 50 and the lower control pin 56 is in
upwardly in the outer tubular member as will be ex
the position 560 engaging the side surfaces 186 of the
plained below.
i
slots 55. The control pin thus prevents further rotational 70
'It will be noted that during the lowering, anchoring,
movement of the core member relative to the outer tubu~
lar member. Clearance is provided lbetween downwardly
facing shoulder 114 of the slot 51} and upper control pin
plugging, and running tool released operations performed
on and with the anchoring and sealing device, no jars,
either upward or downward, are imparted either to the
47 to avoid possible interference to rotation of control
running tool or to the anchoring and sealing device so
core 100 Within the outer tubular member because, with 75 that the pressure bomb 170I or any other well device
3,100,533
1l
which may be secured to the anchoring and sealing assem
bly is not subjected to jars or shocks which might impair
its accuracy or even damage it, all movement of the
elements of the anchoring and sealing device during such
operations being effected by continuous pulls of substan
tially constant force applied to the core member.
After the pressure has been equalized a continuous up
ward pull exerted on the ?shing neck W moves the upper
section ‘in the outer tubular member until the control
pin 47 assumes the position illustrated in FIGURE 18
wherein it is in the lower end of the lower longitudinal
portion 111 of the guide slot 59 and is still maintained in
the transverse lateral portion 53 of the slot 48. The lower
the anchoring and sealing device from the tubing string,
control pin 56 simultaneously moves to the position
it is necessary that the pressure above and below the
56]‘ at the upper ends of the upper longitudinal portions
anchoring and sealing device be equalized so that the 10 57 of the slots 58. When the control pins are in these
seal expander may be more easily moved downwardly
positions, the spring 175 causes the upper section to rotate
from the seal 77 since the pressure below the seal is new
in a counter-clockwise direction ‘as seen from above until
forcing the seal expander into the seal. In order to
the control pin 47 assumes the position illustrated in
equalize the pressure across the anchoring and sealing
FIGURE 19 and the transverse pin 56 assumes the posi
device and to remove the device from the well ?ow con
tion 56g whereupon further rotation of the core member
ductor, a pulling tool 2%, which may be substantially
51 relative to the outer tubular member is prevented.
of the type disclosed in the patent to Marshall et al.,
The control pin 47 is now so positioned in the guide
2,605,131, is lowered into the tubing string by means
slots 48 and 5'13 as to permit downward movement of
of the usual ?exible line. The pulling tool has a plurality
the upper section relative to the ‘outer tubular member.
of dogs 201 movably con?ned between a core 2% and
Tension on
?exible line is then relaxed to permit the
a sleeve 203. The dogs have upper hook portions 264
spring 175 which was compressed when the upper sec
received in upper slots 205 of the sleeve and have lower
tion was moved upwardly relatively to the outer tubular
When it is desired to remove the well device 17d‘ and
potrions extending through elongate slots 2% of the
member, to move the core member downwardly relative
sleeve.v The lower ends of the dogs are provided with
to the outer tubular member. As a result, the force of
inwardly extending hooks 207 adapted to engage the 25 the spring 1'75 is now eitective to move the upper sec
undercut shoulder 92 of external ?ange 91 at the upper
tion of the core member to the positions illustrated in
end of the ?shing neck 90‘.
FIGURES 2 and 3 wherein the seal expander is below
The pulling tool 200* is lowered through the tubing
and out of engagement with the seal '77 land the seal
string until the lower portion of its sleeve ?ll?) telescopes
moves resiliently out of sealing engagement with the tub
over the upper end of the ?shing neck and the hooks on 30 ing string. The control pin 47 moves to the position
the ‘lower ends of the dogs move inwardly to engage the
illustrated in FEGURE 20 wherein it is located in the
undercut annular shoulder of the ?shing neck. An up
lower end of the longitudinal portions 52 of the slot 48
ward pull is then exerted on the ?shing neck to cause the
of the expander mandrel and in engagement with the
upper section 88 of the core member to move upwardly
downwardly ‘facing shoulder 114 of the control core 1%.
relative to the outer tubular member and also relative 35 The upper section of the core member therefore moves
to the pulling sleeve 118 and the bypass plug 13h. Up
the pin 457 and the collet expander downwardly relative
ward movement of the upper section relative to the pull~:
to the collet until such downward movement of the pin
ing sleeve now causes the latch recess 138 of the control
47 is ‘arrested by its engagement with the edge de?ning
prong to move into alignment with the latch balls 134
the lower end of the longitudinal'portion 52 of the slot
of the bypass plug so that the latch balls may now move 40 48. The lower control pin 55 permits such downward
inwardly out of the internal latch recess 186 of the pull
‘movement of the upper section since it now is free to
ing sleeve upon fiu’ther upward movement [of the control
move downward in the longitudinal portions 55:: of the
prong in the pulling sleeve. ' The upper section is pulled
slots 55 ‘from the position 56g to the position. 5611. The
upwardly until the control pin 47 is positioned in the
collet expander is now positioned below and out of en
lower longitudinal portion 111 of the slot 50 and in the
gagement with the lower ends of the collet ?ngers, and
transverse portions 53 of the slots 48 of the expander
the bosses are free to move inwardly when their upper
mandrel 33 as illustrated in FIGURE 17 When the con
shoulders 43 meet such downwardly ‘facing obstructions
trol prong moves to the position relative to the bypass
as the lower ends of tubing sections at the collar re
plug 130 wherein its latch recess is aligned with the latch
cesses whereby an upward pull now imparted to the
balls 134- 'of the bypass plug, the upwardly acting pressure 50 pulling tool will cause the anchoring and sealing device
in the longitudinal bore of the pulling sleeve below the
bypass plug moves the bypass plug upwardly. Y The up
sure bomb 176i therewith, as shown in FIGURE 11, the
wardly and inwardly inclined shoulder de?ning ‘the latch
recess 13fv of the pulling sleeve cams the balls inwardly
ment of the upper section relative to the outer tubular
to move upwardly in the tubing string carrying the pres
force of the biasing spring resisting further upward move
into the latch recess 138 of the control prong. As a result, 55 member.
It will again be noted that all ‘operations performed with
the bypass plug 13!} moves upwardly with the prong
since the engagement of the latch balls 134 in the lower
latch recess of the control prong ‘prevents movement of
the pulling tool 2% which include the equalization of
whereupon fluid may escape upwardly from the tubing
string through the ports ‘165 of the packer expander ldtl
the seal and the downward movement of the collet ex
the pressures above and ‘below the seal or sealing mem
the plug relative to the control prong until its transverse
ber 77 accomplished by the upward movement of the
passage 148 communicates with the lateral ports 143 60 ‘bypass plug, the subsequent downward movement of the
and 68 of the pulling sleeve and of the bypass mandrel
seal expander 16% out of expanding position relative to
pander 46 relative to the collet 33 are all accomplished
into the bore of the pulling sleeve and thence upwardly
by ‘a continuous upward pull and its subsequent relaxa
through the downwardly opening longitudinal passage 14% 65 tion without jarring being imparted to the ?shing neck 9h.
and the transverse passage 147 of the bypass mandrel to
The downward movement of the pulling sleeve duegto the
equalize the pressure above and below the anchoring and
action of the spring 175 relative to the packer 77 and
sealing device and across the seal 77. ‘The control pin
the outer tubular memberis also uniform and without
'56 moves with the upper section to the position 56c in
' shock or jars being imparted to the pulling sleeve since
the upper lateral portions of the'slots 55, the engagement 70 a slow even release is made of the upward tension on the
of the transverse pin 56 in the upper longitudinal portions
flexible line so that the pressure bomb is not jarred or sub
58 of the slots 55 preventing rotational movement of the
jected to any shocks during the removing operations of
upper section ‘of theucore member relative to the outer
the anchoring and sealing device.
tubular member during such upward movement of the
it will now be seen that the sequence of operations
during use of the anchoring and sealing device includes
upper section.
.
‘
’
'
2,100,533
13
ill
locating the anchoring and sealing device ‘at a preselected
collar recess of the locating recess; locking the anchoring
a locking device, such as the collet 38, at its upper end
for locating and locking the outer tubular member 31
means or collet bosses 42 in the recess ‘by means of the
at a selected coupling recess of a well ?ow conductor.
collet expander 4-6; expanding the seal 77 and placing
It will further be seen ‘that the anchoring and sealing
the ports 69 and 144 out of communication with one an—
other to plug or close the well ?ow conductor at the pre
device includes an elongate core member 51 having an
4-8, as shown in FIGURE 20, so that the anchoring and
core member 51 is limited during installation operations
upper section 88, formed of the ?shing neck 9%‘, the con
selected location which steps of operation can take place
trol core 1% ‘and the control prong 116, connected to a
only while the collet is in locked position; releasing the
lower control pin 56, ‘and having a lower section formed
running tool which step of operation can take place only
of the sleeve extension ‘119, the pulling sleeve 118 and
when the pin 56 has moved past its set position 560; low 10 the packer expander use which are secured to the control
ering a pulling tool to engage with the anchoring and
prong for limited longitudinal movement relative thereto
sealing device and move the bypass plug 135} to its open
by means of the extension sleeve latch balls 121 whereby
?ow to permit an equalization of pressures across the seal
the seal expander may be selectively moved into and out
77, the anchoring and sealing device being securely locked
of operative engagement in the seal.
against displacement from its predetermined location un 15
It will also be seen that a bypass plug 130 movably
til the lbypass plug has ‘been moved to its open position;
mounted in the pull sleeve is allowed to move upwardly
disengaging the seal expander 160 and unlocking the col
by the control prong to permit equalization of pressur
let ?ngers for inward movement but only after the pres
across the seal 77 after upward movement of the pulling
sure is equalized across the seal 77 since the control pin
sleeve and ‘the packing expander lot} ‘is, arrested by the
47 can reach the position illustrated in FIGURE 20 only 20 engagement of the cooperating stop shoulders thereon.
after the bypass plug ‘has been moved to open position
It will further be noted that the collet lock or expander
and then moved ‘back to its original closing position and
46 is movable downwardly on the expander mandrel only
the ports 69 and 1% again placed in communication with
when the upper section of the core member has rotated
each other; and removing the anchoring and sealing de
to- place the downwardly facing shoulder 114 of the
vice by means of a pulling tool when the anchoring and 25 control core in engagement with the upper control pin 47
sealing device is free to fall in the tubing string to the
and the upper control pin is aligned with the longitudinal
extent permitted 'by the pulling tool and the ?exible line
portion 52 of the slots 48 of the outer tubular member
to which it is attached when the pin 5s reaches the posi
and that the transverse pin is mounted on a sleeve 49
tion 56h illustrated in FIGURES 6 thus indicating posi
which is movable longitudinally and rotatably in the
tively that the anchoring and sealing device is ready to 30 outer tubular member.
'be removed from the ?ow conductor.
It will further be seen that a lower control pin so
It will be apparent that the collet expander 46 stays in
extends into substantially U-shaped slots 55 of the outer
its upper position due to the engagement of pin 47 with
tubular member having intermediate upwardly facing
the upper lateral portion of slot 48 until the downwardly
shoulders ‘188 which control downward movement of the
facing shoulder 114 of slot 5i) of the control member 1% 35 control core 10b and the prong 116 relative to the outer
moves the upper control pin 47 to the lower end of slot
tubular‘member whereby downward movement or” the
sealing device is positively locked preventing removal of
to prevent downward movement of the collet expander
the anchoring and scaling device until the full sequence
on the outer tubular member and out of engagement with
of operations has been performed.
4-0 the coilet and which permits full downward movement
It will ‘further be seen that the configurations of the
slots 48 and 5t} and their relationships as illustrated in
FIGURES 12 to 19 are ‘for the purpose of permitting the
lower control pin 56, in cooperation with‘ its slot 55, to
of the inner core member 51 relative to the outer tubular
member only after the core member has ‘been moved to
an extreme upward position relative to the outer tubular
member and the core member has rotated to an extreme
positively control the entire cycle of operation of the 45 counter-clockwise position as seen from above.
anchoring and sealing device.
It will further be seen that the bypass plug 13b is
It will further be seen that the pin 56 must follow slot
55 as it is motivated by the upward pull on the ?exible line
to which the running and pulling tools are attached, the '
moved upwardly to a pressure equalizing postion upon
upward movement of the upper section of the core mem
ber relative to the tubular outer member or mandrel from
rotational force of the spn'ng and the downward ‘force of 50 its normal operative position and that its downward move~
ment to move the collet expander and the packer expander
the spring, such forces being kept under the control‘ of the
pin 47 operating in slots 48 and 5t} and that the movement
downwardly to permit upward removal of the anchoring
of the pin 56 in slot '55 controls the sequence of opera
and‘ sealing assembly can take place only after such up
tions brought about by moving the control core up and
ward pressure equalizing movement.
down in the mandrel.
55
It will further be noted that the core member is pro
It will ‘further be seen that the anchoring and sealing
vided with an upper section which is longitudinally mov
device is easily and simply operated by merely lowering
able to a limited degree relative to its lower section
the anchoring and sealing device into the well ?ow con
whereby the lower section on which the expander is
ductor by means of a running tool suspended on the
mounted may ?rst be moved upwardly with the upper
?exible line, taking an upward strain on the ?exible line 60 section and into expanding engagement with the seal 77
until the running tool pulls free, lowering a pulling tool
and then left stationary while the upper section of the
when it is desired to move the anchoring and sealing
core member is subsequently moved upwardly to move
device from the well ?ow conductor until the anchoring
the bypass plug 134} upwardly to open position to permit
and sealing device is engaged by the pulling tool, taking
equalization of pressure in the well ?ow conductor above
an upward strain on the ?exible line to which the pulling 65 and below the packer prior to the subsequent downward
tool is connected, relaxing the strain on the ?exible line
_ movement of the upper section to cause downward move
and ?nally lifting the pulling tool and the ‘anchoring device '
ment of the lower section and the consequent disengage
to the surface.
rnent of the seal expander 16%) ‘from expanding position
It will now be seen that a new and improved anchoring
in the seal which thereupon ceases to seal between the
and sealing device for releasably securing well devices 70 anchoring and sealing device and the well ?ow conductor.
in a well ?ow conductor lWlthOUl’. subjecting the well
It will further :be noted that the outer tubular member
devices to jars or shocks during anchoring or releasing
is provided with a plurality of upper ports and a plu~
operations in a well ?ow conductor has been illustrated
rality of lower parts, the lower ports communicating with
and described which includes an outer elongate tubular
lateral ports of the core member to a?'ord fluid com
member 31 having a seal '77 ‘at its lower end and having 75 ' munication through the lower portions of the core mem
3,100,533
iii
her past the seal 7-7 during downward movement of the
anchoring and sealing device in the well ?ow conductor
‘and that the upward movement of the lower section of
ductor and plug or seal the well ?ow conductor there
above.
It will thus be apparent that once the ‘anchoring and
the core member which causes the seal expander to move
sealing device has ‘been assembled and the spring 175
into the seal and expand it into sealing engagement Iwith
the well how conductor causes the lateral ports of the
lower section to be sealed from the lower lateral ports
of the outer tubular member whereby ?ow of ?uids in the
well flow conduct-or past the anchoring and sealing device
has been placed under :a torsional ‘force, the anchoring
and sealing device may be used repeatedly to anchor and
remove the well devices in and from a well ?ow con
is also provided ‘with upper lateral ports which are in
communication "with upper ports of the lower portion
illustrated may be made by those skilled in the art within
the scope of the appended claims.
ductor without ‘requiring disassembly of the anchoring
and sealing device.
The foregoing description of the invention is explana
is prevented.
10
tory only, and changes in the details of the construction
It will further be seen that the outer tubular member
What is claimed and desired to be secured by Letters
of the core member and that a bypass mandrel closes
the bore of the lower portion of the core member below
such upper lateral ports of the lower section of the core
member when the packer expander is in operative en
gagement in the packer and that the bypass plug may be
Patent is:
l
.
1. An anchoring and sealing device for use in a well
?ow conductor having an internal recess including: a tu
bular mandrel; anchoring means mounted on the mandrel
and movable outwardly to expanded position in the in
ternal recess of the well ?ow conductor, said anchoring
means being mounted on the mandrel for limited longi
moved upwardly to permit communication between the
bore of the lower portion of the core member to permit
?uid to how in the well ?ow conductor from below the
tudinal movement thereon; lock means mounted on the
packer to thereabove.
mandrel for limited longitudinal movement thereon and
It 'will ‘further be seen that due to the provision of the
movable with the mandrel upon upward movement of the
appropriately shaped slots 56, 48 and 55 and the pro
vision of the spring 175 which biases‘ the core member 25 mandrel relative to the anchoring means into locking en
gagement ‘with the anchoring means when the anchoring
for counter-clockwise rotation relative to the outer tubular
means is in its expanded position to lock the anchoring
member, the outer tubular member and the core member
means in the internal recess of the Well flow conductor; a
may be initially moved upwardly relative to the collet 33
control member mounted in- the mandrel for limited lon
to cause the collet expander or lock :to move into locking
engagement with the collet to prevent its fingers from 30 gitudinal movement relative to the mandrel extending lon
gitudinally of the mandrel and having an upper end por
?exing inwardly to prevent its bosses 42 trom moving
tion engageable by running and pulling tools whereby lon
inwardly and out of engagement with a suitable internal
gitudinal movement may be imparted to the control mem
recess of a well ?ow conductor, then move upwardly to
ber relative to the anchoring means when the anchoring
cause the seal expander to move into the seal and simul
means is received in the annular recess of the well ?ow
taneously interrupt communication between a pair of
conductor; seal means carried by the mandrel for sealing
bypass ports rwhich permit ?ow of ?uids through the
between the mandrel and the well ?ow conductor; ex
lower portions of the‘ anchoring and sealing device past
pander means carried by the control member and movable
the seal during lowering operations of the anchoring and
into engagement with the seal means to expand the seal
sealing device in the well ?ow conductor, then permit
upward movement of the bypass mandrel to equalize the as O means into sealing engagement with the well ?ow con
ductor after the anchoring means has been locked into ex“
pressures above and below the seal and ?nally permit the
panded position, said control member being movable by
seal expander to be moved downwardly out of expanding
the application of a continuous constant upward force
engagement with the seal and the collet expander to be
thereto to move the mandrel and the control member up
moved downwardly out of engagement with the collet to
wardly
relative to the anchoring means to cause the lock
45
permit the bosses 4-2 ofthe collet to- move inwardly out
means to move into engagement with the anchoring means
of the locking recess of the well ?ow conductor to thus
to lock the anchoring means in its expanded position and
permit removal of the anchoring and sealing device from
subsequently to move the control member upwardly to
the well flow conductor.
move the expander means into engagement with the seal
In order to again prep-are the anchoring and sealing
device to again anchor a well device 170 in a well ?ow
conductor and seal or plug the well how conductor
therea'bove, the ‘following procedure may be followed;
?rst, the core member 51 is moved upwardly in the outer
tubular member until the upper control pin 47 is in the
position illustrated in FIGURE 19 and the control pin
56 is in its position ‘56g; second, the running tool 93 is
inserted in the ?shing neck 90; third, the running tool
50
means, said mandrel and said control member having co
operable pin vand slot means operatively connecting said
mandrel ‘and said control member for limited movement
relative to each other longitudinally and rotatively about
their-longitudinal axes, said pin and slot means having
means thereon coacting to position said mandrel and said
control member in a plurality of predetermined longi
tudinally spaced and rotatively displaced positions with
respect to each other; means biasing said mandrel and
said control member for rotatable movement about their
longitudinal
axes relative to each other; said c-ooperable
60
until the upper control pin assumes the position illus
pin and slot means being enigageable upon rotation of the
trated in FIGURE 18 ‘and the lower control pin as
control member in one direction through a predetermined
sumes the position 56)‘; (fourth, the spring 175 is per
angle relative to the mandrel to prevent downward move-_
mitted to move the pulling tool and the core member
ment ofthe control member and the expander means rela
downwardly in the outer tubular member until the upper
control pin assumes the position illustrated in FIGURE 15 65 tive to the seal means after the expander means has moved
the seal means into expanded sealing positions, the man
and the lower control pin'a-ssumes its position 56c; and
drel, the control member end the expander means having
?fthly, the core member is rotated in a clockwise man
a ?ow passage affording communication with the well ?ow
ner in the outer tubular member and then the spring 175
conductor above and below the sealing means; and plug
is permitted to move the running tool and the inner core
member downwardly in the outer tubular member until 70 means for closing said passage when the expander means is
in seal expanding position, the control member being op
the upper control pin assumes the position illustrated
eratively connected to the plug means for moving the plug
in FIGURE 12 and the lower control pin is in the po
means upwardly to open position upon upward movement
sition indicated by the solid line in 'FIGURE ‘6 where
being imparted to the control member after the expander
'upon the anchoring and sealing device 'may again be
means has been moved to its seal expanding position
employed to' ancho-r'a well device in a well how con
and the core member are rotated in a clockwise direc
tion, as seen from above, in the outer tubular member
3,100,533
17
18
whereby the pressure above and below the seal means may
moved to its upper seal expanding position and said plug
be equalized.
means has been moved to open position upon further ro
tation in said one direction of the control member relative
to the mandrel through a predetermined angle.
3. An ‘anchoring and sealing device for use in a well
2. An anchoring and sealing device for use in a well
?ow conductor having an internal recess including: a tu
bular mandrel; ‘anchoring means mounted on the mandrel
and movable outwardly to expanded position in the in
ternal recess of the well ?ow conductor, said anchoring
means being mounted on the mandrel for limited longi
tudinal movement thereon; lock means mounted on the
mandrel ‘for limited longitudinal movement thereon and
movable with the mandrel upon upward movement of the
?ow conductor having an internal recess including: a tu
bular mandrel; ‘anchoring means mounted on the mandrel
and movable outwardly to expanded position in the in
ternal recess of the well ?ow conductor, said anchoring
means being mounted on the mandrel for limited longi
tudinal movement thereon; lock means mounted on the
mandrel for limited longitudinal movement thereon and
movable with the mandrel into engagement with the an
gagement with the anchoring means when the anchoring
choring means when the anchoring means is in its expand
means is in its expanded position to lock the anchoring
means in the internal recess of the well ?ow conductor; a 15 ed position to ‘lock the anchor-ing means in the internal
recess of the well ?ow conductor; a control member within
control member mounted in the mandrel for limited lon
the mandrel extending ylongitudinally of the mandrel and
gitudinal movement relative to the mandrel extending lon
having an upper end portion engageable by running and
gitudinally of the mandrel and having an upper end por
mandrel relative to the anchoring means into locking en
tion engageable by running and pulling tools whereby lon
pulling tools whereby longitudinal movement may be im
gitudinal movement may be imparted to the control mem 20 parted to the control member relative to the anchoring
means when the anchoring means is received in the an
ber relative to the anchoring means when the anchoring
nular recess of the well ?ow conductor; seal means car
means is received in the annular recess of the well ?ow
ried by the mandrel for sealing between the mandrel and
the well ?ow conductor; expander means carried by the
pander means carried by the control member and movable 25 control member ‘and movable into engagement with the
conductor; seal means carried by the mandrel for sealing
between the mandrel and the well ?ow conductor; ex
into engagement with the seal means to expand the seal
means into sealing engagement with the well =flow con
ductor after the anchoring means has been locked into ex
seal means to expand the seal means into sealing engage
panded position, said control member being movable by
eratively connecting said mandrel and said control member
ment with the well ?ow conductor after the anchoring
means has been locked in expanded position; means op
the application of a continuous constant upward force 30 for limited movement longitudinally relative to each other
and having means thereon coacting to position said man
thereto to move the mandrel and the control member up
wardly relative to the anchoring means to cause the lock
drel and said control member in a plurality of predeter
means to move into engagement with the anchoring means
mined longitudinally spaced positions with respect to each
to lock the anchoring means in its expanded position and
other, the control member being movable by the applica:
subsequently to move the control member upwardly to 35 tion of a continuous constant upward force thereto to
move the mandrel and the control member upwardly rela
move the expander means into engagement with the seal
tive to the anchoring means to cause the lock means to
means, said mandrel and said control member having co<
operable pin and slot means operatively connecting said
move into engagement with the anchoring means to lock
mandrel and said control member for limited movement
the anchoring means in its expanded position and subse
relative to each other longitudinally and rotatively about
their longitudinal axes, said pin and slot means having
means thereon coacting to position said mandrel and said
control member in a plurality of predetermined longi
tudinally spaced and rotatively offset positions with re
spect to each other, said cooperable pin and slot means
having means engageable upon rotation of the control
member in one direction through a predetermined ‘angle
quently to move the control member upwardly to move
the expander means into engagement with the seal means;
means is in seal expanding position, the control member
being operatively connected to the plug means for moving
the plug means upwardly to open position upon upward
movement being imparted to the control member by the
member in a plurality of predetermined longitudinally
spaced and rotatively offset positions with respect to each
and cooperable latch means on the mandrel and the an
choring means for preventing movement of the anchoring
means relative to the mandrel after the mandrel has been
moved relative to the anchoring means to lock the anchor
ing means in the internal recess of the well ?ow conductor.
4. An anchoring and sealing device for use in a well
relative to the mandrel to prevent downward movement
?ow conductor having an ‘internal recess including: a
of the control member and the expander means relative
tubular mandrel having ‘an expansible seal means on the
to the seal means ‘after said expander means has moved 50 lower end thereof; a control member longitudinally mov
the seal means into expanded sealing position, said man
able'in the mandrel; means operatively connecting said
drel, said control member and said expander means, hav
mandrel and said control member for limited movement
ing a ?ow passage for affording communication with the
relative to each other longitudinally and rotatively about
well ?ow conductor above and below said sealing means;
their longitudinal axes, said connecting means having
plug means for closing said passage when the expander 55 ‘means coacting to position said mandrel and said control
other; means biasing said control member and said man
drel for rotatable movement relative to each other about
application of a constant force thereto a?ter the expander 60 their longitudinal axes in one direction; expander means
means has been moved to its seal expanding position
carried by the control member; anchoring means mounted
whereby the pressure above and below the seal means may
on the mandrel for limitedlongitudinal movement there
be equalized, said, cooperable slot and pin means permit
on and biased outwardly of the mandrel. whereby the
ting upward movement and preventing downward move
anchoring means moves into the internal recess of the
ment of the control member relative to the mandrel after 65 well ?ow conductor when moved ‘into alignment there
the seal means ‘has, been moved into expanded sealing
with; lock means carried by and operatively connected
_ with the mandrel initially spaced from the anchoring
position; and means biasing the control member for rota
means and movable with said mandrel into engagement
tion in one direction relative to the mandrel, said biasing
with the anchoring means when the anchoring means is
means biasing the control member downwardly relative
to the mandrel upon upward movement of the control 7.0 in engagement in the internal recess to lock the anchor
ing means against retraction from the recess to hold the
member relative to the mandrel, said cooperable slot and
mandrel against movement'in the well ?ow conductor,
pin means and said biasing means moving said lock means
the lock means being movable into locking engagement
out of engagement with the anchoring means after the
with the ‘anchoring means ‘and the expander means being
control member has been moved further upwardly a pre
determined distance after the expander means has been 75 subsequently movable into expanding engagement with
3,100,533
19
20
,
the seal means upon the application of a continuous
gitudinally spaced and rotatively oifset positions with re
‘substantially constant upward movement to the control
spect to each other; expander means carried by the con
trol member; anchoring means mounted on the mandrel
for limiting longitudinal movement thereon and biased
outwardly of the mandrel whereby the ‘anchoring means
member, the control member including an upper section
and a lower section, said upper section being releasably
connected to said lower section, said lower section and
the mandrel providing a flow passage affording ?uid com
munication in the well ?ow conductor above and below
the seal means; and plug means closing said ?ow passage
and releasably connected to said lower section, said upper
section engaging the plug means to move it upwardly
relative to said lower section to open the ?ow passage,
whereby the pressure above and below the seal means
may be equalized upon upward movement of said upper
section relative to said lower section when the expander
means is in seal means expanding position.
5. An anchoring and sealing device for use in a well
?ow conductor having an internal recess including: a
tubular mandrel having an expansible seal means on the
[lower end ‘thereof; a control member longitudinally mov
moves into the internal recess ofrthe well ?ow conductor
when moved into alignment therewith; lock means car
ried :by and operatively connected with the mandrel ini
tially spaced from the anchoring means and movable
into engagement therewith when the mandrel is moved
upwardly relative to said anchoring means while said ,
anchoring means is in engagement in the internal recess
to lock the anchoring means against retraction from the
recess to hold the mandrel against movement in the well
?ow conductor, the lock means being movable into lock
ing engagement with the anchoring means and the ex
pander means being subsequently movable into ‘expand
ing engagement with the seal means upon the application
of a continuous substantially constant upward movement
able in the mandrel; means operatively connecting said 20 to the control member, the control member including an
mandrel and said control member for limited movement
upper section and a lower section, said upper section
relative to each other longitudinally and rotatively about
being releasably connected to said lower section, said
their longitudinal axes; means biasing said control mem
lower section ‘and the mandrel providing a flow passage
ber ‘and said mandrel for rotation about their longitudinal
affording ?uid communication in the well ?ow conductor
axes relative to each other; said connecting means hav "25 above ‘and below the seal means; plug means closing said
ing means coacting to position said mandrel and said
flow passage and releasably connected to said lower sec
control member in a plurality of predetermined longi
tion, said upper section engaging the plug means to move
tudinally spaced ‘and rotatively otfset positions with re
it upwardly relative to said lower section to open the
spect to each other; an expander means carried by the
?ow passage, whereby the pressure above and below the
seal means may be equalized upon upward movement of
said upper section relative to said lower section when
outwardly of “the mandrel whereby the anchoring means
the expander means is in seal means expanding position;
moves into the internal recess of the well flow conductor
‘and cooperable stop means on the mandrel and said lower
‘when moved into alignment therewith; lock means car
section for limiting upward movement of said lower sec
ried by and operatively connected with the mandrel ini 35 tion in the mandrel, said upper section being releasable
tially spaced from the anchoring means and movable
from the lower section when upward movement of the
into engagement'therewith when said mandrel is moved
lower section and the mandrel is arrested by theengage
toward the anchoring means while the anchoring means
ment of said cooperable stop means.
is in engagement in the internal recess to'lock ‘the an
7. An‘ anchoring and sealing device for use in a well
choring means against retraction from the recess to hold 40 ?ow conductor having an internal recess including: a
the mandrel vagainst movement in the well ?ow conductor,
tubular mandrel having an expansible seal means on the
rthe lock means being movable into locking engagement
lower end thereof; a control member longitudinally mov
with the anchoring means and the expander means being
able in the mandrel; means operatively connecting said
subsequently movable into expanding engagement with
mandrel and said control member for limited movement
45
the seal means upon the application of a continuous
relative to each other longitudinally and rotatively about
substantially constant upward movement to the control
their longitudinal axes; means biasing said control mem- '
member, the control member including an upper section
ber and said'mandrel for rotation about their longitudinal
and a lower section, said upper section being releasably
axes relative to each other; said connecting means having
connected to said lower section, said lower section and 50 means coacting to position said mandrel and said control
the mandrel providing a flow passage affording '?uid
member in a plurality ‘of predetermined longitudinally
communication in the well flow conductor above and be
spaced and rotatively o?set positions with respect to each
low the seal means; plug means closing said flow passage
other; expander means carried by the control member;
and releasably’ connected to said lower section, said upper
vanchoring means mounted on‘ the mandrel for limited
section engaging said plug means to move it upwardly
longitudinal movement thereon and biased outwardly of
relative to said lower section to open the ?ow passage
the ‘mandrel whereby the anchoring means moves into >
whereby the pressure above and below'the seal means
the internal recess of the well ?ow conductor when moved
may be equalized upon upward movement of the upper
1nto alignment therewith; lock means carried by and op
control memben'anchoring means mounted on the man
drel for limited longitudinal movement thereon and biased
section _,of the control ‘member relative to the lower sec
tion thereof when the expander means is in seal means
expanding position; and cooperable stop means on the
mandrel and the lower section for limiting upward move
ment of the lower section in the mandrel. ,
6. An anchoring and sealinggdevice for use in a well
"eratively connected with the mandrel initially spaced from
the anchoring means and movable into engagement there
with when the anchoring means is in engagement in‘ the
internal recess to lock the anchoring means against re
traction from the recess to hold ‘the mandrel against
movement in the well ?ow conductor, the lock means
flow conductor having an internal recess including: a
tubular mandrel having an expansible seal means on the
being movable into locking engagement with the anchor
‘lower end thereof; a control member longitudinally mov- I
movable into expanding engagement with the seal means
‘able in the mandrel; means operatively connecting said
mandrel and said control member for limited movement
relative to ‘each other longitudinally androtatively about
their longitudinal axes; means biasing said control mem
ber and said mandrel for rotation ‘about their longitu
dinal axes relative to each other; said connecting means
ing means ‘and the expander means being subsequently
' upon the application of a continuous substantially con
stant upward movement to the control member, the con
trol member including an upper section and a lower sec
tron, said upper section being releasably connected to
said lower section, said lower section and the mandrel
providing a flow passage affording ?uid communication ,
having means coacting to position said mandrel and
in
the well ?ow conductor above and below the seal
said control member in a plurality of predetermined lon 75
means; plug means closing said ?ow passage-and‘ releas<
3,100,533
21
22
ably connected to said lower section, said upper section
lower end thereof; a control member longitudinally mov
engaging said plug means to move it upwardly relative
to said lower section to open the flow passage, whereby
able in the mandrel; means operatively connecting said
mandrel and said control member for limited movement
the pressure ‘above and below the seal means. may be
relative to each other longitudinally and rotatively about
equalized upon upward movement of said upper section
relative to said lower section when ‘the expander means
is in seal means expanding position; and cooperative latch
their longitudinal axes; means biasing said control mem
ber and said mandrel for relative rotation about their
longitudinal axes with respect to each other; said con
means on said upper section and said anchoring means
necting means having means coacting to position said
for latching the anchoring means against longitudinal
mandrel and said control member in a plurality of pre
determined longitudinally spaced and rotatively offset
movement relative to the mandrel when the mandrel has
been moved longitudinally upwardly relative to the an
positions with respect to each other; expander means
carried by the control member; anchoring means mounted
choring means to cause the lock means to move into
locking engagement with the anchoring means.
on the mandrel for limited longitudinal movement there
on ‘and biased outwardly of the mandrel whereby the
8. An anchoring and sealing device for use in a Well
flow conductor having an internal recess including: a 15 anchoring means moves into the internal recess of the
well ?ow conductor when moved into alignment there
tubular mandrel having an expansible seal means on the
with; lock means carried by and operatively longitudi
lower end thereof; a control member longitudinally mov
nally movably connected with the mandrel initially spaced
able in the mandrel; means operatively connecting said
from said anchoring means and movable into engage
relative to each other’ longitudinally and rotatively about 20 ment therewith when said anchoring means is in engage
ment in the internal recess to lock the anchoring means
their longitudinal ‘axes; means biasing said control mem
against retraction from the recess to hold the mandrel
ber and said mandrel for relative rotation about their
longitudinal axes vw'th respect to each other; said con
against movement in the well ?ow conductor, the lock
means being movable into locking engagement with the
necting means having means coacting to position said
mandrel and said control member in a plurality of pre 25 anchoring means and the expander means being subse
mandrel and said control member for limited movement
determined longitudinally spaced and rotatively offset
quently movable into expanding engagement with the
positions with respect to each other; expander means
carried by the ‘control member; anchoring means mounted
tially constant upward movement to the control member,
seal means upon the application of a continuous substan
the control member including an upper section and a lower
on the mandrel for limited longitudinal movement there
on and biased outwardly of the mandrel whereby the 30 section, said upper section'being releasably connected to
anchoring means moves into the internal recess of the
said lower section, said lower section and the mandrel pro
well flow conductor when moved into alignment there
viding a flow passage alfording fluid communication in the
with; lock means carried by and operatively longitudi
Well ?ow conductor above and below the seal means; and
plug means closing said ?ow passage and releasably con
nally movably connected with the mandrel initially
spaced from said anchoring means and movable into en
nected to said lower section, said upper section engaging
said plug means to move it upwardly relative to said lower
gagement with the anchoring means to move said an
choring means into anchoring engagement in the internal
section to open said ?ow passage, whereby the pressure
above and below the seal means may be equalized upon
upward movement of said upper section relative to said
lower section when the expander means is in seal means
recess to lock the anchoring means against retraction
from the recess to hold the mandrel against movement
in the well ?ow conductor, the lock means being movable
into locking engagement with the anchoring means and
expanding position; said means operatively connecting
the expander means being subsequently movable into
said mandrel and control member comprising cooperable
expanding engagement with the seal means upon the ap
pin and slot means on the control member and the man
plication of a continuous substantially constant upward
drel, ‘said pin and slot means coa'cting to prevent down
movement to the control member, the control member
including an upper section and a lower section, said upper
ward movement of the control member after the ex
section being releasably connected to said lower section,
said lower section and the mandrel providing a flow pas
sage aifording ?uid communication in the well ?ow con
ductor above ‘and below the seal means; plug means
closing said ?ow passage and releasably connected to said
lower section, said upper section engaging the plug means
to move it upwardly relative to said lower section to open
said ?ow passage, whereby the pressure above and below
the seal means may he equalized upon upward movement
of the upper section relative to the lower section when
the expander means is in seal means expanding position;
and cooperative latch means on said upper section and
said anchoring means for latching the anchoring means
against longitudinal movement relative to the mandrel
when the mandrel has been moved longitudinally up‘
wardly relative to the anchoring means to cause the lock
means to move into locking engagement with the anchor
ing means, said latch means being engageable with said
upper section for preventing upward movement of said
upper section of the control member relative to the man
drel until said anchoring means has been locked in ex—
panded position whereupon upward movement of the
50
pander means has moved into its seal expanding position
and coacting to permit ?rst upward and then downward
movement of the control member after the expander
means has moved into its seal expanding position.
10. In combination with the device .of claim 4, a run
ning tool having a prong telescopable downwardly into
said upper section; and cooperable latch means on said
upper section and the prong of the running tool releasa
'bly securing said prong to said upper section, said latch
55 means releasing said prong from said upper section after
said expander means has been moved into expanding
engagement with ‘the seal means.
11. An anchoring and sealing device for use in a well
?ow conductor having an internal annular recess therein,
60 said device including: a mandrel having an expansible
sealing means thereon; anchoring means mounted on
the mandrel ‘for limited longitudinal movement with re
spect to said mandrel, said anchoring means being mov
able into expanded position in the annular recess of the
65 well ?ow conductor to lock the mandrel against longi
tudinal movement in said well ?ow conductor; lock
means 'operatively connected to the mandrel and mov
able therewith upon upward movement of the mandrel
control member relative to the mandrel moves the seal 70 relative to the anchoring means into engagement with
said anchoring means for preventing movement of said
expander into expanding engagement with the seal of the
anchoring means out of said recess; expander means car
mandrel.
tried by the mandrel for limited longitudinal movement
9. An anchoring and sealing device for use in a well
relative thereto, said expander means being movable into
?ow conductor having an internal recess including: a
engagement with the sealing means for moving the seal—
tubular mandrel having an expans-ible seal means on the 75 ing means into sealing engagement with the well ?ow
3100,5533
23
24
conductor upon longitudinal upward movement of said
tudinal movement thereon; lock means mounted on the
mandrel for limited longitudinal movement thereon and
movable with the mandrel upon upward movement of
the mandrel relative to the anchoring means into lock~
ing engagement with the anchoring means when the an
choring means is in its expanded position to lock the an
choring means in the internal recess of the well ?ow con
ductor; a control member mounted in the mandrel for
limited longitudinal movement relative to the mandrel
expander means relative to said sealing mean-s; control
means longitudinally movably mounted in said mandrel
andr-operatively connected to said mandrel [for moving
said mandrel and said lock means upwardly relative to
said anchoring means, means operatively connecting said
control means with said expander means whereby longi
tudinal upward movement of said control means relative
to said mandrel moves said vexpander means upwardly
relative to said sealing means into expanding engagement 10 extending longitudinally of the mandrel and having an
upper: end portion engageable by running and pulling
therewith; and means operatively connecting said man
tools whereby longitudinal movement may be imparted
drel and said control means ‘for limited movement rela
to the control member relative to the anchoring means
tive to each’ other longitudinally and rotatively about
when the anchoring means is received in the annular re
their longitudinal axes, said connecting means having
cess of the well ?ow conductor; means operatively con
means coacting to position said mandrel and said con
necting the mandrel and the control member for limited
trol means in a plurality of predetermined longitudinal
longitudinal movement relative to each other, said con
ly spaced and rotatively otTse-t positions with respect to
necting means having means coacting to position said
mandrel and said control member in a plurality of pre
each other, whereby the application of a continuous lon
gitudinal upward force to said control means moves said
mandrel, said lock means operatively connected with said 20 determined longitudinally spaced positions with respect
to each other; seal means carried by the mandrel for seal
mandrel and said expander means into locking and seal
ing between the mandrel and the well ?ow conductor;
ing positions.
and expander means carried by the control member and
12. An anchoring and sealing device for use in a well
movable into engagement with the seal means when said
?ow conductor having an internal annular recess therein
including: a mandrel assembly; anchoring means 25 control member is moved‘ to \one of said positions rela
tive to the mandrel to expand the seal means into sealing
mounted on the mandrel and movable outwardly to ex
engagement with the well ?ow conductor after the an
panded position in the internal recess of the well ?ow
choring means has been locked into expanded position,
conductor, said anchoring means being mounted on the
said control member being movable by ‘the application
mandrel for limited longitudinal movement thereon; lock
means mounted on the mandrel for limited longitudinal 30 of a continuous constant upward force thereto to move
the mandrel and the control member upwardly relative to
movement thereon and operatively connected with said
the anchoring means to cause the lock means to move
mandrel ‘for movement‘ with the mandrel into engage
into engagement with the anchoring means to lock the
ment with the anchoring means when the anchoring
anchoring means in its expanded position and subsequent
means is in expanded position to lock said anchoring
means in expanded position; ‘an elongate control mem 35 ly to move the control member-upwardly to said one of
said positions to move the expander means into engage
ber within the mandrel and movable longitudinally there
of and rotatively about its longitudinal axis with respect
iment with the seal means.
'
14. An anchoring and sealing device tor use in a well
?owconductor- having an internal recess including: a tu
tion engageable by running and pulling tools whereby
longitudinal movement may be imparted to the control 40 bular mandrel; anchoring means mounted on the man
drel and movable outwardly to expanded position in the
member relative to the anchoring means when the an
internal recess of the well ?ow conductor, said anchor~
choring means is received in the annular recess ‘of the
ing means being mounted on the mandrel for limited
well ?ow conductor; seal means carried by the mandrel
longitudinal movement thereon; llock'means mounted on
for sealing between the mandrel and the well ?ow con.
ductor; expander means connected with the control mem 45 the mandrel ‘for limited longitudinal movement thereon
and movable with the mandrel upon upward movement
ber and movable therewith into engagement with the-seal
of the mandrel relative to the anchoring‘ means into lock
:means to expandthe seal means'into sealing engagement
ing engagement with the anchoring means whenthe an
with the well ?ow conductor after the anchoring means
choring means isin its expanded position to lock the an
has "been locked in expanded position; means operative
ly connecting said mandrel and said control member’ for 50 choring means in the internal recess of the well ?ow con
doctor; a control member mounted in the mandrel for
limited longitudinal and rotative movement about their
limited longitudinal movement relative to they mandrel
longitudinal axes relative to ‘each other, said connecting
extending longitudinally of the mandrel and having an
means having means coacting to position said'gman'drcl
upper end portion engageable by running andppulling
and said control member in a plurality of predetermined
thereto, said control member having an upper end por
longitudinally spaced and rotativelydisplaced positions
55 tools whereby longitudinal movement may be imparted
with respect to each other, said control member being
to the control member relative to the anchoring means
when the anchoring means is received in the'annular re
cess of the well ?ow conductor; means connecting the
movable by the application of a continuous constant lon
gitudinalupward force to move the mandrel upwardly to
move the lock means into engagement with the anchor
ing means to lock the anchoring means in expanded posi 60
‘tion, said control member then ‘being further movable lon
gitudinally upwardly relative to said mandrel to move the
expander means into engagement withv the seal means to
mandrel and the control member ‘for limited‘longitudi
nal movement relative to each other and for positioning
the mandrel and the control means in different longitudi
nally spaced positions relative to each other; seal means
carried by the mandrel for sealing between’ the mandrel
and the well ?ow conductor; and‘ex-pander means carried
ble latch means on the mandrel and the anchoring means 65 by the control member and movable into engagement
with the seal means when said control member is moved‘
engageable to permit movement of the anchoring means
expand said seal means to sealing position; and coopera
to one or said positions relative to the mandrel to expand
relative to the mandrel atfter vthe mandrel has been moved
the seal means into sealing engagement with the well
to move the lock means to locking position with respect
?ow conductor after the anchoring means has been locked
to said anchoring means.
»l3. An anchoring and sealing device for use in a well 70 into expanded position, said control member being mov
able by the application of a continuous constant upward
?ow conductor having an internal recess including: a tu
force thereto to move the mandrel and the control mem
bular mandrel; anchoring means mounted on the man
drel and movable outwardly to expanded position in the
' ber upwardly relative to the anchoring'means to cause
the lock means to move into engagement with the an
internal recess of the well ?ow conductor, the anchoring
means being mounted on the mandrel for limited longi 75 choring means to lock the anchoring means in its ex
3,100,533
25
26
panded position and subsequently to move the control
means is in its expanded position to lock the anchoring
member upwardly to said one of said positions to move
the expander means into engagement with the seal means,
said means connecting the mandrel and the control mem
means in the internal recess of the well ?ow conductor; a
control member mounted in the mandrel for limited move
ber comprising cooperable pin and slot means, means
biasing said control member for rotation about its longi
tud-inal axis relative to said mandrel, said pin and slot
ment relative to the mandrel extending longitudinally of
the ‘mandrel and having an upper end portion engageable
‘by running and pulling tools whereby longitudinal move
ment may be ‘imparted to the control member relative to
the anchoring means when the anchoring means is re
means having means engagealble upon such rotation of
ceived in the annular recess of the well ?ow conductor;
the control member in one direction through a predeter
mined angle relative to the mandrel to prevent downward 10 seal means carried by the mandrel for sealing between the
mandrel and the well ?ow conductor; expander means
movement of the control member and the expander
carried by the control member and movable into engage
means relative to the seal means after the expander means
has moved the seal means into expanded sealing position.
ment with the seal means to expand the seal means into
sealing engagement with the well ?ow conductor after the
15 . An anchoring and sealing device for use in a well
?ow conductor having an internal recess including: a 15 anchoring means has been locked into expanded position,
said control member being movable by the application of
tubular mandrel; anchoring means mounted on the man
a continuous constant upward force thereto to move the
drel and movable outwardly to expanded position in the
internal recess of the well ?ow conductor, said anchoring
means being mounted on the mandrel for limited longitu
mandrel and the control member upwardly relative to the
anchoring means to cause the lock means to move into
dinal movement thereon; lock means mounted on the 20 engagement with the anchoring means to lock the anchor
ing means in its expanded position and subsequently to
mandrel for limited longitudinal movement thereon and
move the control member upwardly to move the seal ex
movable with the mandrel upon upward movement of
pander means into engagement with the seal means, said
the mandrel relative to the anchoring means into locking
mandrel and said control member having cooperable pin
engagement with the anchoring means when the anchoring
means is in its expanded position to lock the anchoring 25 and slot means operatively connecting the mandrel and the
control member for limited movement relative to each
means in the internal recess of the well ?ow conductor;
a control member mounted in the mandrel for limited
longitudinal movement relative to the mandrel extend
ing longitudinally of the mandrel and having an upper
other longitudinally and rotatively about their longitudinal
axes for positioning the mandrel and the control member
in a plurality of predetermined different longitudinally
end portion engageable by running and pulling tools 30 spaced and rotatively displaced positions with respect to
whereby longitudinal movement may be impanted to the
each other, said cooperable pin and slot means being
control member relative to the anchoring means when the
anchoring means is received in the annular recess of the
engageable upon rotation of the control member in one
direction through a predetermined angle relative to the
mandrel to'prevent downward movement of the control
well flow conductor; seal means carried ‘by the mandrel
for sealing between the mandrel and the well ?ow con~ 35 member and the expander means relative to the seal means
after said expander means has moved the seal means into
ductor; expander means carried by the control member
and movable into engagement with the seal means to
expanded sealing position; and means biasing said control
expand the seal means into sealing engagement with the
well flow conductor after the anchoring means has been
member for rotation in said one direction relative to
locked into expanded position, said control member being
to prevent rotational movement of said control member in
said one direction relative to said mandrel prior to the
movement of the seal expanding means into expanding
'
‘engagement with the seal means.
17. An anchoring and sealing device for use in ‘a Well
45 ?ow conductor having an internal recess including: a
movable by the ‘application of a continuous constant
upward ‘force thereto to move the mandrel and the con-trol
member upwardly relative to the anchoring means to
cause the lock means to move into engagement with the
anchoring means to lock the anchoring means in its
expanded position and subsequently to move the control
said mandrel, said cooperable pin and slot means engaging
tubular mandrel; anchoring means mounted. on the man
drel and movable outwardly to expanded position in the
internal recess of the Well ?ow conductor, said anchoring
engagement with the seal means, said mandrel and said
means being‘ mounted on the mandrel for limited longi
control member having cooperable pin and slot means
operatively connecting the mandrel and the control mem 50 tudinal movement thereon; lock means mounted on the
mandrel for limited longitudinal movement thereon and
ber for limited movement relative to each other longitu
movable with the mandrel upon upward movement of the
dinally and rotatively about their longitudinal axes for
mandrel relative to the anchoring means into locking en
positioning the mandrel and the control member in a
gagement with the anchoring means when the anchoring
plurality of predetermined different longitudinally spaced
and rotatively displaced positions with respect to each 55 means is in its expanded position to lock the anchoring
means in the internal recess of the well ?ow conductor;
other, said cooperable pin and slot means being engage
a control member mounted in the mandrel for limited
able upon rotation of the control member in one direction
longitudinal movement relative to the mandrel extending
through a predetermined angle relative to the mandrel
longitudinally of the mandrel and having an upper end
to prevent downward movement of the control member
member upwardly to move the seal expander means into
and the expander means relative ‘to the seal means after 60 portion engageable by running and pulling tools whereby
longitudinal movement may be imparted to the control
said expander means has moved the seal means into
member relative to the anchoring means when the anchor
expanded sealing position; and means biasing said con
ing means is received in the annular recess of the well ?ow
trol member for rotation in said one direction relative
conductor; seal means carried by the mandrel for sealing
16. An anchoring and sealing device for use in a well 65 between the mandrel and the well flow conductor; ex
pander means carried by the control member ‘and movable
?ow conductor having an internal recess including: a
into engagement with the seal means to expand the seal
tubular mandrel; anchoring means mounted on the man
means into sealing engagement with the well flow con
drel and movable outwardly to expanded position in the
ductor after the anchoring means has been locked into ex
internal recess of the Well ?ow conductor, said anchoring
means ‘being mounted on the mandrel for limited longi 70 panded position, said control member being movable by
the application of a continuous constant upward force
tudinal movement thereon; lock means mounted on the
mandrel for limited longitudinal movement thereon and
thereto to move the mandrel and the control member up
wardly relative to ‘the anchoring means to cause the lock
movable with the mandrel upon upward movement of the
means to move into engagement with the anchoring means
mandrel relative to the anchoring means into locking en
' to said mandrel.
gagement with the anchoring means when the anchoring 75 to lock the anchoring means in its expanded position and
3,100,533
28 ~
subsequently to move the control member‘upwardly to
move the expander means into engagement with the seal
means, said mandrel and said control member having
cooper-able pin and slot means operatively connecting the
mandrel and the control member for limited'movement
relative to each other longitudinally and'rotatively about
their longitudinal axes for positioning the mandrel and the
control member in a plurality of predetermined different
longitudinally spaced and rotatively displaced positions
with respect to each other, said coopera‘ble pin and slot
means being engageable upon rotation of the control
member in one direction through a predetermined angle
well flow conductor; and means biasing the control mem
ber ‘for rotation in one direction relative to the mandrel,
said biasing means ‘biasing the control member down
wardly relative to the mandrel, said means connecting the
mandrel and the control member comprising cooperable
pin and slot means, said coopenable pin and slot means and
said biasing means moving said control member down‘
wardly relative to the mandrel to cause said expander
means to move out of expanding engagement with the ‘
seal means and said lock means to move downwardly rela—
tive to said mandrel out of engagement with the anchoring
means.
'
>
a
19. An, anchoring and sealing device for use in a well
relative to the mandrel to prevent ‘downward movement
of the control member and the seal expander means rela
?ow conductor having an internal recess including: a
tive to the seal means after the expander means has 15 tubular mandrel having an expansible sealing means on
moved the seal means into expanded sealing position, said
the lower end thereof; anchoring means mounted on the
expander means, said control member and said mandrel
mandrel for limited longitudinal movement thereon and
having a ?ow passage atfording communication with the
biased outwardly of the mandrel whereby the anchoring
well ?ow conductor above and below the seal means; and
means moves into the internal recess of the well ?ow
a plug means for closing said passage when the expander 20 conductor when moved into ‘align-ment therewith; a con
means is in seal expanding position, the control member
trol member carried by the mandrel; means operatively
' being operatively connected to the plug means for moving
connecting said mandrel and said control member for
the plug means upwardly to open position upon upward
limited longitudinal movement relative to each other, said
movement being imparted to the control member after
connecting means having means thereon coengageable to
the expander means has been moved to its seal expanding 25 position said mandrel and said control member in a plu-t
position whereby the pressure above and below the seal
rality of predetermined ‘longitudinally spaced positions
means may be equalized, said cooperable slot and pin
with respect to each other; lock means carried by the
means permitting upward movement and preventing
mandrel initially spaced from said anchoring means;
downward movement of the control member relative to
mean-s openatively connecting said lock means with said
the mandrel after the seal means has been moved into
mandrel forlhnited longitudinal movement thereon and
expanded sealing position.
providing means for moving said lock means with said
18. An anchoring and sealing device for use in a well
mandrel whereby said lock means is movable into engage
flow conductor having an internal recess including: a
ment with the anchoring means when said anchoring
tubular mandrel; anchoring means mounted on the man
means is in- engagement in the internal recess to lock-the
drel and movable outwardly to expanded position in the 35 anchoring means against retraction from the recess to hold
internal recess of the well ?ow conductor, said anchoring
the mandrel against movement relative to the bore wall
means being mounted on the mandrel for limited longi
of the well ?ow conductor upon upward movement of the
tudinal movement thereon; lock means mounted on the
control member relative to the mandrel; expander means
mandrel for limited longitudinal movement thereon oper
carried by the control member and movable into engage~
atively connected with said mandrel to be movable up
ment with the sealing means to expand the sealing means
wardly with the mandrel into engagement with the an
into sealing engagement with the well ?ow conductor after
choring means when the anchoring means is in its ex
the anchoring means has been locked in expanded posi
panded position to lock the anchoring means in the in;
tion, said control member having an upper end portion
ternal recess of the well ?ow conductor; a control member
engageable by running and pulling tools, the ‘lock means
within and extending longitudinally of the mandrel and 45 being movable into locking engagement with the anchor
having an upper end portion engageableby running and
ing means and the expander means being subsequently
pulling tools whereby longitudinal movement may be im
movable into expanding engagement with the seal means
parted to the control member relative to the anchoring
upon the application of continuous substantially constant
means when thetranchotn'ng means is received in the an
upward movement to the upper end of the control member.
nular recess of the well ?ow conductor; seal means car 50
20. An anchoring and sealing ‘device for use in a well
ried by the mandrel for sealing between the mandrel and
the well ?ow conductor; expander means carried by the
control member and movable into engagement with the
?ow conductor having an internal recess including: a
tubular mandrel having an expansible seal means on the
lower end thereof; a control member longitudinally mova
seal means to expand the seal means into sealing engage
ble in the mandrel; means operatively connecting said
ment with the well ?ow conductor after the anchoring 55 mandrel and said control member for limited movement
means has been’ locked in expanded position; means oper
relative to each other longitudinally and rotatively about
atively connecting said mandrel and said control member
their longitudinal axes; means biasing said control mem
for limited movement relative to each other longitudinally
ber and said mandrel for relative rotation about their
and rotatively about their longitudinal axes, said connect
longitudinal
axes with respect to each other; saidcon
ing means having means coacting to position said mandrel 60 necting means having means coacting to position said
and said control member in a plurality of predetermined
mandrel and said control member in a plurality of prede
longitudinally! spaced and rotatively ofr’set positions with
termined longitudinally spaced and rotatively offset posi
respect to each other, said control member being movable
by the application of a continuous constant upward force
tions with respect to each other; expander means carried
by the control member; anchoring means mounted on the
wardly relative to the anchoring means to cause the lock
means to move into engagement Iwith the anchoring means
biased outwardly of the mandrel whereby the anchoring
to lock the anchoring means in its expanded position and
ductor when moved into ‘alignment therewith; lock means
thereto to move the mandrel and the control member up~ 65 mandrel for limited longitudinal movement thereon and
means moves into the internal recess of the well ?ow con
subsequently to move the control member upwardly to
carried by and operatively longitudinally movably con
move the seal expander means into engagement with the 70 nected with the mandrel initially spaced from said anchor
seal means; cooperable latch means on the mandrel and
ing means and movable into engagement therewith when
the anchoring means for releasably preventing movement
said anchoring means is in engagement in the internal
of the ‘anchoring means relative to the mandrel when the
recess to lock the anchoring means against retraction from
mandrel has been‘moved relative to the anchoring means
the recess to hold the mandrel against movement in'the
to ‘lock the anchoring means in theinternal recess of the 75 well ?ow conductor, the lock means being movable into
3,100,533‘
29
locking engagement with the anchoring means and the
expander means being subsequently movable into expand
ing engagement with the seal means upon the application
of a continuous substantially constant upward movement
to the control member, the control member including an
upper section and a lower section, said upper section being
section and a lower section, said upper section being re
leasably connected to said lower section, said lower sec
tion and the mandrel providing a flow passage affording
?uid communication in the well ?ow ‘conduct-or above and '
below the seal means; plug means closing said flow pas
sage and releasably connected to said lower section, said
releasably connected to said lower section, said lower
upper “section engaging said plug means to move it up
section "and the mandrel providing a ?ow passage affording
wardly relative to said lower section to open said flow
?uid communication in the well flow conductor above and
passage, whereby the pressure above and below the seal
below the seal means; and plug means closing said ilow 10 means may be equalized upon upward movement of said
passage 1and releasably connected to said lower section,
upper section relative to said lower section when the
said upper section engaging said plug means to move it
expander means is in seal means expanding position; said
upwardly relative to said lower section to open the flow
means connecting the mandrel and the control member
passage, whereby the pressure above and below the seal
comprising cooperabile pin and slot means on the control
means may be equalized upon upward movement of said 15 member and the mandrel movably connecting said man
upper section relative to said lower section when the
drel and said control member for limited movement rela
expander means is in seal means expanding position; said
tive to each other longitudinally ‘and rotatively about their
means operatively connecting said mandrel and said con
longitudinal axes, said pin and slot means coaching to
trol ‘member comprising 'cooper'able pin ‘and slot means
position said mandrel and said control member in a plu
on the control member and the mandrel, said cooper-able
rality of predetermined longitudinally spaced and rota
pin ‘and slot means coacting to prevent downward move
tively offset positions with respect to each other, said pin
ment of the control member after the expander means has
and slot means being engageable to prevent downward
moved into its seal expanding position and coacting to
movement of the control member after the expander
permit ?rst further upward and then downward movement
means has moved into its seal expanding position and
of the control member, said further upward movement of 25 coacting to permit ?rst further upward movement and
the control member causing said upper section to move
then downward movement of the control member; cooper
upwardly relative to said lower section to move the plug
table stop means on the mandrel and said lower section
means upwardly to equalize the pressure in the well ?ow
for limiting upward movement of said lower section rela
conductor above and below the seal means.
tive to the mandrel; and resilient means engaging the
21. An ‘anchoring 1and sealing device ‘for use in a well
mandrel and said upper section for biasing said upper
?ow conductor having an internal“ recess including: a
section of the control member for rotation about a longi
tubular mandrel having ‘an, expansible seal means on the
tudinal axis relative to the mandrel and yieldingly resisting
lower end thereof; "a control member longitudinally mov
upward movement of said upper section relative to the
able in the mandrel; means connecting the mandrel and
mandrel, said upper section rotating under the in?uence
the control member for limited longitudinal movement
of the biasing means when said upper section has been
relative to each other and ‘for positioning the mandrel and
moved upwardly to a predetermined position and upward
the control member in di?erent longitudinally spaced posi
movement of said lower section has been arrested by the
tions relative to each ‘other; expander means carried by the
eooperable stop means to move the cooperable pin and slot
control member; anchoring means mounted on the man
means into position to arrest downward movement of the
drel for limited longitudinal ‘movement thereon and biased 40 upper section of the control member, said cooperable pin
outwardly of the mandrel whereby the anchoring means
and slot means coacting to permit downward movement
moves into the internal recess of the well ?ow conductor
of the upper section of the control member upon upward
when moved into ‘alignment therewith; lock means car
vand rotational movement of said upper section ‘after down
ried by ‘and operatively longitudinally movably connected
ward movement of said upper section has been ‘arrested by
with the mandrel initially spaced from the anchoring
said cooper-able pin and slot means.
means and movable into engagement therewith when the
anchoring means :is in engagement in the internal ‘recess to
lock the anchoring means against retraction from the
recess to hold the mandrel against movement in the well
How conductor, the lock means being movable into locking 5
engagement with the anchoring means and the expander
means being subsequently movable into expanding engage
ment with the seal means upon the application of a con
tinuous substantially constant upward movement to the
control member, the control member including an upper
References Cited in the tile of this patent
UNITED STATES PATENTS?
2,605,131
2,605,843
2,673,614
2,737,245
Marshall _____________ __ July 29,
Baker _________________ __ Aug. 5,
Miller _______________ __ Mar. 30‘,
Knox _____________ __,____ Mar. 6,
2,784,789
Otis _________________ __ Mar. 12, 1957
Schramm ____________ __ Nov. 29, 1957
2,814,348
1952
1952
1954
1956
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