AU766964B2 - Lock assembly - Google Patents

Description

Lock Assembly The present invention relates to a lock assembly for locking an outer tubular element to an inner tubular element extending through the outer tubular element. Such lock assemblies are, for example, applied in a wellbore for the production of hydrocarbon fluid from an earth formation. In such application the outer tubular element can be connected to (or integrally formed with) the wellbore casing or a wellbore production tubing, and the inner tubular element is adapted to receive a wellbore device a valve).

A problem with such applications comes to light when the lock assembly is subjected to longitudinal forces. For example, when the inner element is subjected to a longitudinal force due to fluid pressure of produced hydrocarbon fluid, such force can lead to relative movement between the two elements leading to loosening of the lock connection. Furthermore, such relative movement prevents adequate transmission of signals, e.g. acoustic or electric signals, between the inner and outer tubular elements. A further problem occurs with applications involving conventional dog and lock shoulders whereby the inner tubular element is subjected to radially inward forces upon application of a pulling force, thus requiring an increased well thickness of the inner tubular element.

Accordingly it is an object of the invention to provide an improved lock assembly which overcomes the problems of the conventional lock assemblies or provide an ooo° 20 alternative to the prior art.

In accordance with the invention there is provided a lock assembly for locking an outer tubular element to an inner tubular element extending through the outer tubular element, the assembly comprising a lock mandrel connected to one of said tubular elements and being provided with a recess facing the other one of said tubular elements, the recess having at least one .°inwardly diverging side surface, S a lock member arranged between the first and second tubular elements in a locking relationship with the other one of the tubular elements, the lock member extending into said recess and being operable between a retracted mode in which the lock member is 30 movable relative to the recess and an expanded mode in which the lock member is S"expanded against the inwardly diverging side surface, an actuator means for expanding the lock member in said recess against said diverging side surface wherein the lock member includes a first part and a second part rotatable relative to the first part about an axis extending substantially in a circumferential direction and the lock member is [R:\LIBZZ]59341 4speci.doc:gym operable between the retracted mode and the expanded mode by rotating said parts relative to each other, spring means biasing said parts to the retracted mode wherein the actuator means comprises a first actuator member and a second actuator member, the actuator members being movable relative to each other in a longitudinal direction of the tubular elements and being arranged so as to rotate said parts relative to each other upon said relative movement of the actuator members, a control device for controlling said relative movement of the actuator members wherein the first actuator member is in contact with said first part at a primary contact surface, and io the second actuator member is in contact with said second part at a secondary contact surface, said contact surfaces diverging in a radial direction towards said recess.

Preferably, the lock mandrel of the lock assembly is connected to the outer tubular element.

The inwardly diverging side surface preferably extends in a circumferential direction of the lock mandrel.

The recess of said lock assembly preferably has two of the inwardly diverging side surfaces arranged opposite to each other.

The control device of the lock assembly preferably comprises a rotatable sleeve in S co-operating arrangement with the first actuator member by means of a left hand thread 20 connection and is in co-operating arrangement with the second actuator member by means of a right hand thread connection.

The actuator means of the lock assembly preferably comprises a memory metal element interconnecting the first and second actuator members and is operable between a longitudinally retracted mode and a longitudinally extended mode.

The tubular elements are preferably arranged in a wellbore formed in an earth formation.

S.Preferably, the first part and the second part of the lock member of the lock assembly are substantially axially aligned when the locking member is in the expanded position and becomes unaligned when the locking member is in the contracted position thereof, such that the locking member expands and contracts simultaneously in radial and longitudinal directions.

It is thereby achieved that when the lock member is in the expanded mode, a load applied to the lock assembly, e.g. a longitudinal pulling force, induces the lock member to [R:\LIBZZ]59341 4spcci.doc:gym become even more firmly locked in the recess due to the inwardly diverging side surface of the recess. Thereby the locking action of the assembly is enhanced. Furthermore, it is thereby ensured that the inner and outer elements are in firm contact with each other allowing adequate transmission of electric or acoustic signals.

The invention will be described hereinafter in more detail with reference to the accompanying drawings in which: Fig. 1 schematically shows a first embodiment of a wellbore assembly according to the invention; Fig. 2 shows detail A of Fig. 1 in a first mode of operation; 1o Fig. 3 shows detail A of Fig. 1 in a second mode of operation; Fig. 4 schematically shows a lock member for use in the first and second embodiments; o* [R:\LIBZZ593414speci.doc:gym WO 01/36784 PCTEP00/11560 Fig. 5 shows the lock member of Fig. 4 in another mode of operation; and Fig. 6 schematically shows a second embodiment of a wellbore assembly according to the invention; In the detailed description below like reference numerals relate to like components.

Referring to Fig. 1 there is shown a lock assembly 1 extending in a wellbore (not shown) formed in an earth formation, the assembly 1 having a central longitudinal axis 2 substantially coinciding with the with the longitudinal axis of the wellbore. The lock assembly is symmetrical with respect to axis 2, therefore only one half of the lock assembly is shown in Fig. 1. The lock assembly includes an outer tubular element in the form of a wellbore casing 3 arranged in the wellbore. A lock mandrel 5 is connected to the casing 3 by welds 7, 8 so as to form an integral part of the casing 3.

Referring in more detail to Fig. 2, an annular recesses 10 is formed in the casing 3 at the inner surface thereof, the recess 10 having outwardly diverging side surfaces 12, 14 arranged opposite each other and an end surface 15 extending parallel to the longitudinal axis 2.

An inner tubular element 16 is concentrically arranged within the casing 3, the inner tubular element 16 including a first actuating member 18, a second actuating member 20, and a rotatable sleeve 22 in co-operating arrangement with the first actuating member by means of a left hand threaded connection 24 and in cooperating arrangement with the second actuating member by means of a right hand threaded connection 26. As shown more clearly in Fig. 2, an annular space 28 of variable length is thereby defined between the actuating members 18, 20. Thus upon rotation of the sleeve 22, the actuating members 18, 20 move relative to each other in WO 01/36784 PCT/EP00/I 1560 longitudinal direction between an extended mode in which the space 28 is relatively long and a retracted mode in which the space 28 is relatively short. The location of the inner tubular element 16 relative to the recess 10 is such that the centre of space 28 is located opposite the centre of recess 10. The ends of the actuating members 18, 20 facing the space 28 have end surfaces 32 diverging in outward direction.

Two or more lock members 34 (only one of which is shown) are arranged in the annular space 28, the lock members 34 being interconnected by one or more circular springs 35 acting as retracting springs keeping the lock members in place against actuating members 18, As shown in more detail in Figs. 4 and 5, each lock member 34 includes a first part 36 and a second part 38, the parts 36, 38 being mutually rotatable about a rod extending in circumferential direction. The rod 40 can be an integral part of one of the lock members 34. Part 36 has an outer surface 41a, an outer side surface 41b, and an inner side surface 41c. Part 38 has an outer surface 42a, an outer side surface 42b, and an inner side surface 42c.

The parts are held together by a leaf spring 44 biasing the parts 36, 38 to a retracted position in which the outer surfaces 41a, 42a extend at an angle so as to form a concave radially outer end of the lock member 34.

The dimensions of the lock member 34 are such that the lock member is capable of passing into the recess 10 when the parts 36, 38 are in the retracted position.

Referring to Fig. 3, the orientation of the outer side surfaces 41b, 42b is such that when the parts 36, 38 are rotated to an expanded position (shown in Fig. 5) in which the outer surfaces 41a, 42a are aligned, the lock member 34 fits in the recess 10 whereby the outer surfaces 41a, 42a are in contact with the radially outer WO 01/36784 PCT/EP00/11560 surface 15 of the recess, and wherein the outer side surfaces 41b, 42b are in contact with the respective side surfaces 12, 14 of the recess 10. Furthermore, the orientation of the inner side surfaces 41c, 42c is such that when the parts 36, 38 are rotated to the expanded position the inner side surfaces 41c, 42c are in contact with the respective end surfaces 30, 32 of the actuating members 18, The second actuating member 20 is provided with an orienting/holding slot 50 (Fig. 1) for orienting and holding an actuator (not shown) in the inner tubular element 16. A wellbore tool (not shown), for example a downhole production valve or a downhole safety valve, is connected to the actuating member 18. The first actuating member 18 is internally provided with a set of primary slots 54 and the sleeve 22 is provided with a set of secondary slots 56. The actuator is adapted to engage the slot 50 and includes two parts rotatable relative to each other, each part having a set of fingers capable of gripping into the respective sets of slots 54, 56.

During normal operation the inner tubular element 16 is lowered into the wellbore casing 3 with the actuator attached thereto, and whereby the actuating members 18, are in the extended mode thereby allowing the leaf spring 44 of each lock member 34 to retract the lock member parts 36, 38 to their retracted position. Lowering is stopped when the lock members 34 are positioned opposite the annular recess 10, as shown in Fig. 2. The actuator is then activated whereby the sets of fingers of the actuator grip into the respective sets of slots 54, 56. The two actuator parts are then rotated relative to each other so as to rotate the sleeve 22 in a direction that the first and second actuating members 18, 20 move relative to each other to the retracted mode. As a result the diverging end surfaces 30, 32 of the actuating WO 01/36784 PCTEP00O/1 1560 members push each lock member 34 into the recess whereby the outer surfaces 41a, 42a of the respective lock member parts 36, 38 contact the end surface 15 of the recess 10. Upon further rotation of the sleeve 22 the parts 36, 38 rotate relative to each other around the rod 40 until the lock member 34 becomes in the expanded position in which the outer surfaces 41a, 42a are aligned and in full contact with the end surface 15, and the outer side surfaces 41b, 42b are in full contact with the respective side surfaces 12, 14 of the recess 10. In this position the lock members 34 are locked into the recess It is thus achieved that a form fit connection between the inner tubular 16 and the casing 3 is created, which provides an excellent acoustic or electrical link.

In case the wellbore tool or the inner tubular element 16 are subjected to a longitudinal force, for example due to pressure of hydrocarbon fluid flowing through the wellbore, the lock members 34 become even more firmly locked into the recess 10 due to the outwardly diverging shape of the recess 10 and lock member 34. It is thereby prevented that the connection between inner tubular element 16 and casing becomes loose or that the inner tubular element 16 collapses due to inward movement of the lock members. Furthermore, the tight connection ensures that acoustic signals for wellbore control or information transfer are adequately transferred between the inner tubular element 16 and the casing 3.

Reference is further made to the second embodiment of the lock assembly according to the invention, as shown in Fig. 6. The lock assembly is symmetrical with respect to longitudinal axis 58, therefore only one half of the lock assembly is shown in Fig. 6. The second embodiment is largely similar to the first embodiment, except that the sleeve for moving the actuating members 18, 20 relative WO 01/36784 PCTEP00/1 1560 to each other has been replaced by a set of shaped memory alloy actuators 60 (hereinafter referred to as SMA actuators), whereby one end of each SMA actuator 60 is fixedly connected to actuating member 18 by fasteners 62, and the other end of the SMA actuator is fixedly connected to actuating member 20 by fasteners 64. Each SMA actuator 60 has a transition temperature above which the SMA actuator has an increased length, and below which the SMA actuator has a reduced length. The sets of slots 54, 56 of the first embodiment are absent in the second embodiment.

Normal operation of the second embodiment is similar to normal operation of the first embodiment, except that instead of using the actuator tool to move the actuating members 18, 20 relative to each other, such movement is induced by contraction of the SMA actuators. This is achieved by installing a heater (not shown) in the inner tubular element 16 and operating the heater during lowering of the inner tubular element 16 into the casing so that the temperature of the SMA actuators is above the transition temperature. Thereafter the heater is turned off so that the temperature of the SMA actuators drops below the transition temperature whereby the SMA actuators contract and thereby move the actuating members 18, 20 to their retracted mode.

Claims (9)

1. A lock assembly for locking an outer tubular element to an inner tubular element extending through the outer tubular element, the assembly comprising a lock mandrel connected to one of said tubular elements and being provided with a recess facing the other one of said tubular elements, the recess having at least one inwardly diverging side surface, a lock member arranged between the first and second tubular elements in a locking relationship with the other one of the tubular elements, the lock member extending into said recess and being operable between a retracted mode in which the lock member is movable relative to the recess and an expanded mode in which the lock member is expanded against the inwardly diverging side surface, an actuator means for expanding the lock member in said recess against said diverging side surface wherein the lock member includes a first part and a second part rotatable relative to the first part about an axis extending substantially in a circumferential direction and the lock member is operable between the retracted mode and the expanded mode by rotating said parts relative to each other, spring means biasing said parts to the retracted mode wherein the actuator means comprises a first actuator member and a second actuator member, the actuator members being movable relative to each other in a longitudinal direction of the tubular elements 20 and being arranged so as to rotate said parts relative to each other upon said relative movement of the actuator members, control device for controlling said relative movement of the actuator members wherein the first actuator member is in contact with said first part at a primary contact surface, and the second actuator member is in contact with said second part at a secondary contact surface, said contact surfaces diverging in a radial direction towards said recess.

2. The lock assembly of claim 1, wherein the lock mandrel is connected to the o outer tubular element.

3. The lock assembly of claim 1 or 2, wherein said diverging side surface extends in a circumferential direction of the lock mandrel.

4. The lock assembly of claim 3, wherein the recess has two said inwardly S" diverging side surfaces arranged opposite to each other.

The lock assembly of any one of the preceding claims, wherein the control device comprises a rotatable sleeve in co-operating arrangement with the first actuator [R:\LIBZZ]593414speci.docgym member by means of a left hand thread connection and in co-operating arrangement with the second actuator member by means of a right hand thread connection.

6. The lock assembly of any one of the preceding claims, wherein the actuator means comprises a memory metal element interconnecting the first and second actuator members and being operable between a longitudinally retracted mode and a longitudinally extended mode.

7. The lock assembly of any one of the preceding claims, wherein said tubular elements are arranged in a wellbore formed in an earth formation.

8. The lock assembly of any one of the preceding claims, wherein the first part and the second part of the lock member are substantially axially aligned when the locking member is in the expanded position and becomes unaligned when the locking member is in the contracted position thereof, such that the locking member expands and contracts simultaneously in radial and longitudinal directions.

9. The lock assembly substantially as described hereinbefore with reference to s1 the accompanying drawings. Dated 27 August, 2003 Shell Internationale Research Maatschappij B.V. Patent Attorneys for the Applicant/Nominated Person SPRUSON FERGUSON 3 o I oo *goo [R:\LIBZZ]593414spcci.doc:gym