HIGH PRESSURE HIGH TEMPERATURE PACKER SYSTEM AND
EXPANSION ASSEMBLY
The present invention relates to the completion of a wellbore. More particularly, the invention relates to an apparatus and method for sealing a first tubular into a second surrounding tubular by expanding the first tubular into frictional engagement with the second tubular. In addition, the present invention relates to an expander tool for expanding a section of a tubular within a wellbore.
Hydrocarbon and other wells are completed by drilling a borehole in the earth, and then lining the borehole with steel pipe or casing to form a wellbore. After a section of wellbore is formed by drilling, a string of casing is lowered into the wellbore and temporarily hung therein from the surface of the well. An annular area is thus defined between the outside of the casing and the surrounding earth formation. Using apparatus known in the art, the casing is cemented into the wellbore by circulating cement into the annular area. In this manner, the casing is permanently set in the wellbore. The combination of cement and casing strengthens the wellbore and facilitates the isolation of certain areas ofthe formation behind the casing for the production of hydrocarbons.
It is common to employ more than one string of casing in a wellbore. In this respect, a first string of casing is set in the wellbore when the well is drilled to a first designated depth. The first string of casing is hung from the surface, and then cement is circulated into the annulus behind the casing. The well is then drilled to a second designated depth, and a second string of casing, or "liner," is run into the well. The second string is set at a depth such that the upper portion of the second string of casing overlaps the lower portion of the first string of casing. The second liner string is then fixed or "hung" off of the existing casing by the use of slips which utilize slip members and cones to wedgingly fix the new string of liner in the wellbore. The second casing string is then cemented. This process is typically repeated with additional casing strings until the well has been drilled to total depth, hi this manner, wells are typically formed with two or more strings of casing of an ever decreasing diameter.
In many wellbore completion operations, a packer is employed. A packer is a downhole tool which places sealing elements within the wellbore to isolate areas of the wellbore fluid or to manage the flow of fluids up the wellbore. Packers are usually constructed of cast iron, aluminium or other alloyed metals, and include slip and sealing means. The slips fix the tool in the wellbore, and typically include slip members and cones to wedgingly attach the tool to the casing well. In addition, packers typically include an elastomeric sealing element located between upper and lower metallic retaining rings. The sealing element is set when the rings move towards each other and compress the element therebetween, causing it to expand outwards into an annular area to be sealed against an adjacent tubular.
Packers are typically used to seal an annular area formed between two coaxially disposed tubulars within a wellbore. For example, packers may seal an annulus formed between production tubing and the surrounding casing string. Alternatively, packers may seal an annulus between the outside of the tubular and an unlined borehole. Routine uses of packers include the isolation of formations or leaks within a wellbore casing or multiple production zones, thereby preventing the migration of fluid between zones. Packers may also be used to hold fluids or treating fluids within the casing annulus.
One problem associated with conventional sealing and slip systems of conventional downhole tools relates to the relative movement of parts required in order to set the tools in a wellbore. Because the slip and sealing means require parts of the tool to be moved in opposing directions, a run-in tool or other mechanical device must necessarily be placed in the wellbore with the sealing tool. Additionally, the slip means takes up annular space that is limited. Also, the body of a packer necessarily requires wellbore space and reduces the bore size available for production tubing and production fluids therein. Additionally, high temperatures and pressures in a wellbore can corrode and degrade the elastomeric sealing element as well as the moving parts in a conventional slip assembly.
Therefore, there is a need for a packer for sealing a downhole annular area which employs fewer moving parts. There is further a need for a packer which can be used to seal an annular area at high temperatures and high pressure differentials without experiencing physical degradation.
To address this need, apparatus and methods that permit tubular bodies to be expanded within a wellbore may be considered. Such apparatus typically include an expander tool that is run into the wellbore on a working string. The expander tool includes radially expandable members., or "expansion assemblies," which are urged radially outward from a body ofthe expander tool, either in response to mechanical forces, or in response to fluid injected into the working string. The expansion assemblies are expanded into contact with a surrounding tubular body. Outward force applied by the expansion assemblies cause the surrounding tubular to be expanded. Rotation of the expander tool, in turn, creates a radial expansion of the tubular.
An exemplary embodiment of an expander tool is shown in Figure 1. Figure 1 is an exploded view of an exemplary expander tool 100. Figure 2 presents the same expander tool 100 in cross-section, with the view taken across line 2-2 of FIG. 1.
The expander tool 100 has a body 102 which is hollow and generally tubular. The central body 102 has a plurality of recesses 114 to hold a respective expansion assembly 110. Each ofthe recesses 114 has parallel sides and holds a respective piston 120. The pistons 120 are radially slidable, one piston 120 being sealed within each recess 114. The back side of each piston 120 is exposed to the pressure of fluid within a hollow bore 115 ofthe expander tool 100. In this manner, pressurized fluid provided from the surface ofthe well can actuate the pistons 120 and cause them to extend outwardly.
Disposed within each piston 120 is a roller 116. In one embodiment of the expander tool 100, the rollers 116 are near cylindrical and slightly barrelled. Such a roller 116 is sometimes referred to as a "parallel" roller because it includes a side portion that resides
parallel to the surrounding tubular to be expanded. Each of the rollers 116 is supported by a shaft 118 at each end of the respective roller 116 for rotation about a respective axis. The rollers 116 are generally parallel to the longitudinal axis of the tool 100. In the arrangement of FIG. 1, the plurality of rollers 116 are radially offset at mutual 120- degree circumferential separations around the central body 102. hi the arrangement shown in FIG. 1, two offset rows of rollers 116 are shown. However, only one row, or more than two rows of roller 116, may be incorporated into the body 102.
In operation, the expander tool 100 is attached proximate to the lower end of a working string (not shown). The working string is lowered into the wellbore so as to place the attached expander tool 100 at the depth of a tubular to be expanded. The expansion assemblies 110 are then actuated. In some instances, the expansion assemblies 110 are mechanically actuated, hi the arrangement shown in FIGS. 1 and 2, the expansion assemblies 110 are actuated by injecting fluid under pressure into the working string, and down into the perforated inner mandrel of the expander tool 100. As sufficient pressure is generated on the piston surface behind the expansion assemblies 110, the tubular being acted upon (not shown) by the expander tool 110 is expanded past its point of elastic deformation. In this manner, the inner and outer diameter ofthe tubular is increased within the wellbore. By rotating the expander tool 100 in the wellbore and/or moving the expander tool 100 axially in the wellbore with the expansion assemblies 110 actuated, a tubular can be expanded into plastic deformation along a predetermined length.
One disadvantage to known expander tools, such as the hydraulic tool 100 shown in Figs. 1-2, is the inherently restricted size of the hollow bore 115. hi this respect, the dimension of the bore 115 is limited by the size of the expansion assemblies 110 radially disposed around the body 102 ofthe tool 100. The constricted bore 115 size, in turn, imposes a limitation on the volume of fluid that can be injected through the working string at any given pressure. Further, the dimensions ofthe bore 115 in known expander tools place a limit on the types of other tools which can be dropped through
the expander tool 100. Examples of such tools include balls, darts, retrieving instruments, fishing tools, bridge plugs and other common wellbore completion tools.
In addition, the tubulars being expanded within a wellbore generally define a thick- walled, high-strength steel body. To effectively expand such tubulars, a large cross- sectional geometry is required for the roller body 116. This further limits the inner bore diameter, thereby preventing adequate flow rates and minimizing the space available to run equipment through the inner bore 115. Also, the stresses required to expand the material are very high; hence, reducing the roller body size to accommodate a larger inner bore diameter would mechanically weaken the roller mechanism, thereby compromising the functionality of the expansion assembly. In this respect, where the expander tool 100 is translated within the wellbore, the shaft 118 serves as a thrust bearing.
Therefore, a need exists for an expander tool which provides for a larger configuration for the hollow bore 115 therein. Further, a need exists for an expander tool which reduces the size of the expansion assemblies 110 around the tool so as to allow for a greater bore 115 size. Further, a need exists for an expander tool having expansion assemblies which do not rely upon rollers 116 rotating about a shaft 118 at a spaced apart distance from the piston member 120.
In accordance with one aspect of the present invention there is provided a method for sealing the annulus between two concentric tubulars disposed in a wellbore, the first tubular residing within the second tubular, comprising the steps of: positioning an expander tool at the depth desired for sealing the annulus; actuating the expander tool so that the expander tool acts against the inner surface ofthe first tubular; expanding the first tubular so that an outer surface of the first tubular is in contact with an inner surface ofthe surrounding second tubular; and
rotating the expander tool so that radial contact is made between the outer surface ofthe first tubular and the inner surface ofthe second tubular, thereby creating a fluid seal in the annulus.
Further aspects and preferred features are set out in claims 2 et seq.
Thus at least in preferred embodiments a packer is provided that can effectively seal or pack-off a tubing-casing annulus under elevated pressures and temperatures. The packer defines an expandable tubular body that is expanded so as to fix and seal the packer within the wellbore by plastic deformation. In one aspect, the packer is run into the wellbore as part of the production tubing string. An expander tool is also run into the wellbore within the tubing string, and located at the depth of the packer. The expander tool is actuated so as to expand the packer into frictional engagement with a surrounding string of casing.
The packer may include at least one elastomeric ring which is affixed to the outer surface of the tubular body. The sealing ring provides a seal between the tubular body and the casing when the packer is expanded. The sealing ring prevents production fluids from passing upwardly between the casing and the tubular. The packer may further include at least one slip ring affixed to the outer surface ofthe tubular body. The slip ring has a plurality of teeth that provide a gripping mechanism between the tubular body and the casing. In the preferred embodiment, the elastomeric ring is positioned above the slip ring. Together, the elastomeric ring and the slip ring seal or "pack off a tubing-casing annulus under elevated pressures and temperatures. In this manner, the production string acts as its own packer.
The present invention also provides methods for expanding a first tubular body into frictional engagement with a surrounding second tubular body. In one aspect, a packer is formed within a wellbore by expanding a first tubular body into sealed engagement with a surrounding casing by using a rotary expander tool. The expander tool is of a generally tubular nature, and employs pressure-actuated rollers which act against the
inner surface ofthe tubular body in order to expand it against the casing. The rollers are disposed on pistons that are movable from a first recessed position within a housing of the expander tool to a second extended position beyond the housing. In order to actuate the pistons, the bottom surfaces of the respective pistons are exposed to an outwardly radial force. In one aspect, the force is a hydraulic force generated by wellbore fluids within the bore ofthe expander tool. In another aspect, the hydraulic pressure is from a dedicated fluid reservoir in fluid communication with the expander tool downhole. Alternatively, a mechanical force may be employed. The piston is moved radially outward from the body of the expander tool but within the recess in response to the radially outward force, causing the rollers to come into contact with the walls of the tubular body. Simultaneously, the expander tool is rotated within the tubular body. As outward force is increased, the tubular body is expanded until the outer wall of the tubular body is in firm contact with the inner wall of the surrounding casing. In this manner, the elastomer rings are compressed between the tubular body and the casing. The tubular body becomes, in effect, a packer, and eliminates the need for a separate packer device.
In certain methods ofthe present invention, novel expansion assemblies are used as part of the expander tool. In one embodiment, the expansion assemblies each employ a roller that rotates about a shaft. The shaft, in turn, is fixed on a piston that slidably moves out from a respective recess within the tool body when the expander tool is actuated. The rollers employ a unique, multi-lobed surface contour that allows the uniform expansion of a tubular while reducing the potential ofthe tubular to crack.
In an alternative embodiment, the expansion assemblies also comprise a piston. The piston is preferably an elongated wafer-shaped body which is sealingly disposed within an appropriately configured recess of an expander tool. The piston has a top surface and a bottom surface. The top surface includes a bearing cavity for receiving a roller. In this arrangement, the roller does not rotate about a shaft; rather, the roller is permitted to rotate and to skid within the bearing cavity of the piston during an expansion operation.
Because the roller is held closely to the piston within the bearing cavity, greater space is accommodated for the bore within the expander tool.
Some preferred embodiments ofthe invention will now be described by way of example only and with reference to the accompanying drawings, in which:
Figure 1 is an exploded view of an expander tool;
Figure 2 is a cross-sectional view ofthe expander tool of Figure 1, taken across line 2-2 of Figure 1;
Figure 3 is a section view of a tubular body within a portion of a string of casing, the tubular body being expandable, so as to form a high temperature high pressure packer within a wellbore;
Figure 4 is a perspective view of an expander tool as might be used to expand the tubular of Figure 3;
Figure 5 is a cross-sectional view of he expander tool of FIG. 4, cut across one row of rollers;
Figure 6 is a cross-sectional view of a wellbore having an expander tool, shown in partial cross-section, therein, and a tubular body intermediate the expander tool and a surrounding string of casing, when the pistons are in their recessed state within the plane ofthe expander tool body;
Figure 7 is a cut-away view of a tubular body partially expanded by the expander tool of Figure 6, when the rollers have been actuated into their expanded state;
Figure 8 is a cross-sectional view of a wellbore having a production tubing disposed therein, in which a tubular body within the production tubing has been expanded against the casing to form a packer;
Figure 9 provides a perspective view of an expander tool having an alternative arrangement for the expansion assemblies, shown exploded away from the body of the expander tool;
Figure 10 shows a cross-sectional view of the expander tool of Figure 9, taken across line 10-10 of Figure 9;
Figure 11 presents the exploded expansion assembly of Figure 9, in a more enlarged view;
Figure 12 shows a side, cross-sectional view ofthe expansion assembly of Figure 11;
Figure 13 demonstrates the expansion assembly of Figure 11 from a top view;
Figure 14 is a cross-sectional view of a wellbore including an upper string of casing and a lower string of casing hung off of the upper string of casing, the lower string of casing serving as a tubular body to be expanded;
Figure 15 shows the wellbore of Figure 14 as an expander tool which includes expansion assemblies of Figure 11 is lowered into the wellbore on a working string;
Figure 16 presents the wellbore of Figure 15, with the expander tool being actuated in order to expand the lower string of casing into the upper string of casing, thereby further hanging the liner from the upper string of casing; and
Figure 17 presents the wellbore of Figure 16, in which the lower string of casing has been expanded into the upper string of casing along a desired length and the expander tool has been removed from the wellbore.
Figure 3 provides a cross-sectional view of a portion of a wellbore 50. The wellbore 50 is formed within a surrounding earth formation 15. The wellbore 50 has been cased with a string of casing 25. The casing 25 has been cemented into the wellbore 50 by a column of cement 20.
A tubular body 10 is seen disposed within the wellbore 50. The tubular body 10 is expandable, so as to form a high temperature high pressure packer within the wellbore 50. It is understood, however, that the tubular body 10 may be any expandable tubular body, meaning that the scope ofthe present invention is not limited to the formation of Packers.
hi the arrangement of FIG. 3, the packer 10 defines a tubular body placed in series with a string of production tubing 55. Indeed, in one embodiment, the tubular body 10 is itself simply a joint or portion of a joint of the production tubing 45. However, it is within the scope of this invention to utilize a specially configured tubular body, such as a shorter and more malleable joint of pipe, for expansion into the string of casing 25.
The tubular body 10 is fabricated from a steel or metal alloy material. The material must be strong enough to withstand the high temperatures and pressure differentials prevailing within the downhole environment. However, it must be sufficiently malleable to be plastically deformed by expansion into the casing 25.
In the view of FIG. 3, the tubular body 10 has not been expanded. The tubular body 25 is disposed concentrically wilhin the string of casing 25. For purposes of the present inventions, the term concentrically means that two tubulars have been positioned coaxially, with one residing within the other. The outer surface of the tubular body 10 is separated from the inner surface of the casing 25 by an annulus 45 to permit a
clearance between the casing 25 and the tubular body 10 during run-in. The casing 25 is generally formed of steel, iron or a similar material and is typically cemented into the wellbore 50.
Affixed to the outer surface ofthe tubular body 10 is a plurality of bands 12 and 14. In the preferred embodiment for the apparatus 10, the plurality of bands 12, 14 define at least one sealing ring 12 and at least one slip ring 14. The sealing ring 12 is preferably fabricated from an elastomeric material, and provides a circumferential seal between the tubular body 10 and the casing 25 when the tubular body 10 is expanded against the casing 25. The seal ring 12 prevents production fluids from passing upwardly between the casing 25 and the production tubing 55 after the tubular body 10 has been expanded.
The slip ring 14 has a plurality of teeth 16 formed along its outer surface. The purpose of the slip ring 14 is to provide a gripping means between the tubular body 10 and the casing 25 upon expansion of he tubular body 10. The gripping teeth 16 are designed to grip the inner surface of the casing 25 and to prevent the tubular body 10 from slipping into the wellbore 50. In the preferred embodiment, the slip ring 14 is circumferentially disposed about the outer surface of the tubular body 10, with teeth 16 aiding in creating the desired frictional engagement between the tubular body 10 and the casing 25. However, it is within the scope of this invention to provide slip means of other configurations, such as a plurality of buttons (not shown) having carbide teeth, flame sprayed carbide aggregates, or other carbide-based gripping means. Alternatively, no separate slip ring 14 is employed.
In one aspect, the elastomeric seal ring 12 is spaced apart from the slip ring 14 on the outer surface of the tubular body 10. In embodiment shown in FIG. 3, the seal ring 12 is positioned above the slip ring 14.
After the tubular body 10 is placed within the wellbore 50, it is expanded so that the seal ring 12 and slip ring 14 are in contact with the casing 25. Expansion is done through use of an expander tool, such as the expander tool 100 of Figure 4. However,
other expander tools are provided herein as preferred alternatives, as will be disclosed below.
First, Figure 4 presents an expander tool 100' having a novel alternative arrangement for expansion assemblies 110'. A perspective view of the tool 100' is provided, with one of the expansion assemblies 110' being seen in an exploded view. As with the expander tool 100 of Figure 1, the expander tool 100' of Figure 4 comprises a body 102. hi the embodiment shown, the body 128 defines an elongated cylindrical member having a plurality of recesses 114 formed therein. The recesses 114 are formed in two rows, with three recesses 114 per row. The recesses 114 within each row are spaced equidistantly apart from each other, and are generally co-planar to one another in a row. Of course, other configurations of recesses 114 may be utilized for expanding a tubular body, and the present inventions are not limited by the arrangement ofthe recesses 114.
Each ofthe recesses 114 is configured to sealingly receive an expansion assembly 110'. Each expansion assembly 110' includes a piston 120 which moves from a first recessed position within its respective recess 1148 to a second extended position outward from the body 102. The expansion assemblies 110' are shown in these two positions in the cross-sectional view of Figure 5. Figure 5 is a cross-sectional view of the expander tool 100' of FIG. 4, cut across one row of expansion assemblies 110'. The expansion assemblies 110' are shown in different positions in this view. In Pi, the expansion assembly 110' is shown in its recessed position; in P2, the expansion assembly 110' is shown in its expanded state; and in P3, the expansion assembly 110' is shown in an exploded view. Of course, it is understood that in operation, the expansion assemblies 110' would move outwardly together, and would not be staggered as shown in FIG. 5.
As demonstrated in FIGS. 4 and 5, the pistons 120 are coupled to outwardly facing rollers 116. The pistons 120 have a wafer shape with a seal 126 disposed on a back surface and a cup 117 formed on an inner surface. The pistons 120 are slidingly disposed in the recesses 114 and are retained by a pair of retaining plates 119A and 119B. To prevent the pistons 120 from falling out ofthe body 102, a pair of flats 144A
and 144B are formed in the sides ofthe pistons 114. The flats 144A, 144B define a pair of flanges. The retaining plates 119A and 119B are fastened to the body 102 by socket head cap screws 121. When fully extended, the flats 144A, 144B abut the plates 119A and 119B. The cup 11,7 formed within the piston 114 accommodates a portion of the roller 116 that is rotatably affixed by an axle 118 into the cup 116. The axle 112 is disposed through an aperture 140A formed in the piston 120, then passes through a central bore 142 located in the roller 116 before being secured in a second aperture 140B formed in the piston 120.
Disposed through the centre of expander tool 100' runs a central bore 115. The central bore is seen in FIG. 5. The bore 115 carries hydraulic fluid or mud to the pistons 120. The bore 115 couples hydraulic fluid to the radial conduits 124 in order to apply pressure to the back surface 126 of the pistons 120 so as to force them radially outward
The expander tool 100' also includes an upper connector 125 having an internally threaded bore 122. Threads 126 are placed within the upper connector 125 to facilitate the connection of the expander tool 100' to a run-in string (not shown). The expander tool 100' is configured to include an optional shoulder portion 106. The shoulder 106 is formed to coaxially align and connect the upper connector 125 to the body 102.
Referring again to the rollers 116, the rollers 116, as seen in the perspective view of Figure 3, have a contoured shape comprising three elliptical lobes 132, 136 and 138 (respectively top, centre and bottom lobes) interspaced by two spacing sections 134A and 134B. hi one embodiment, the roller 116 is formed from a single piece of material and has a bore 142 formed along its central axis. The top lobe 132 and the bottom lobe 138 are of similar proportions (diameter and radius), while the intermediate lobe 136 is smaller. Thus, a "bow-tie" shape is presented. The bow-tie shape allows for a narrower point of contact between the roller surface 116 and the surrounding tubular (shown at 25 in FIG. 1) to be expanded, hi this respect, less force is required to expand a tubular, e.g., tubular 10, at a single radial point than over an extended surface area. This, in turn,
facilitates the transition within the tubular 25 being expanded from elastic deformation to plastic deformation. Thus, a tighter seal can be accomplished.
While the one embodiment for expansion ofthe tubular body 202A employs rollers 114 having a bow-tie profile, it is understood that other profiles may be employed for rollers 114. It is wititiin the scope of this invention to utilize alternative roller shapes such as a "barrel" shape, discussed below.
Operation of the expander tool 100' to expand a tubular body is shown in Figures 6-8. First, Figure 6 presents a cross-sectional view of a wellbore 50 having an expander tool 100' therein. The expander tool 100' has been lowered into the wellbore 50 on a working string 70. The expander tool 100' is seen in partial cross-section. A tubular body 10 is also seen in the wellbore 50 intermediate the expander tool 100' and a surrounding string of casing 25. It can be seen that the pistons 120 ofthe expander tool 100' are in their recessed state.
In order to expand the tubular body 10 to form a packer, the expander tool 100' is run into the tubing string 55. The expander tool 100' is located at a depth adjacent the tubular body 10 to be expanded, as demonstrated in Figure 6. To assist in the location ofthe expander tool 100', a positioning ring 75 may optionally be employed within the tubular body 10. The positioning ring 75 is disposed within the interior of the tubular body 10. The positioning ring 75 is formed having an interior chamfer 78 along its inner diameter. This chamfer 78 serves as a landing profile, and is used to land the expander tool 100' of FIG. 4 within the tubular body 10. More specifically, a lower end 130 of the expander tool 100' lands on the chamfer 78. The positioning ring 75 may be press- fit, welded or the like affixed to the interior surface ofthe tubular body 10, and is positioned below the slip ring 14. It is, however, within the scope of this invention to utilize other types of positioning members, or to use an internally profiled locator in lieu of a chamfered positiomng member.
The expander tool 100' is lowered into the wellbore 50 to a depth adjacent the tubular body 10. Use of a positioning ring 75 aids in aligning the rollers 216 of the expander tool 100' with the seal ring 12 and slip ring 14, respectively. The run-in position ofthe expander tool 100' attached to the lower end ofthe working string 70 is seen in FIG. 6. The working string 70 is threaded to the upper connector portion 125 of the expander tool 100'.
After the expander tool 100' has been lowered into the tubular body 10 and aligned with the packer 10, the expander tool 100' is actuated. For the expander tool 100' of FIG. 6, hydraulic fluid or mud is pumped from a fluid source, through the string of pipe 70, and into the bore 115 of the expander tool 100'. Figure 7 is a cut-away view of the expander tool 100' of Figure 4, again disposed within an expandable tubular body 10, with the rollers 116 have been actuated into their expanded state. A fluid source is shown schematically at 414. The fluid travels through conduits 124 into the piston recesses 114, forcing the expansion assemblies 110' radially outward. As such, the pistons 120 move radially outward and rollers 116 come in contact with and begin to plastically deform the packer 10. At the same time, the expander tool 100' is rotated from the surface of the well (shown schematically at 412) or by a mud motor (not shown), causing a series of annular rings 402, 404 and 406 to be initially formed along the interior surface of the tubular body 10. In FIG. 7, it can be seen that the packer 10 has been partially expanded by the expander tool 100'.
The pumped fluid exits the expander tool 100' through one or more nozzles at the lower portion 130 ofthe tool 100'. In the embodiment of Figure 7, a single nozzle 152 serves as a sized orifice, and also as the outlet port for bore 115. As fluid is pumped through the nozzle 152, critical flow is reached. In one embodiment, the pistons 120 are actuated at the point of critical flow. As the hydraulic fluid is pumped through the central aperture 122 and the bore 115, differential pressure created between the hydraulic fluid being pumped into the housing and the hydraulic fluid flowing through the bore 115 creates the radial forcing pressure on the back surface 126 of the pistons 120. As the rollers 116 create the annular rings 402, 404 and 406 within the interior
surface of the tubular body 10, the exterior portion of the tubular body 10 is expanded outward toward the casing 25. The outward expansion ofthe tubular body 10 continues until seal ring 12 and slip ring 14 are compressed against the interior surface of the casing 25. Sufficient pressure is applied by the rollers 116 to create a contoured seal between the elastomeric ring 12 and the casing 25. Further, the pressure is enough to prevent slip ring 14 from moving within the casing 25. The bow tie profile further allows for two separate points of radial contact, an upper 132 and lower 138 point, thereby doubling the seal contact points 402, 406. The intermediate roller point 136 aids further in the expansion ofthe tubular 10.
To provide yet a greater seal between the tubular body 10 and the casing 25, the run-in string 70 may be translated vertically within the wellbore 50. This has the effect of lifting and lowering the expander tool 100' so as to expand an additional length of the tubular body, e.g., packer 10. However, this additional step is considered optional, and is not required when a bow-tie shaped profile is employed for the rollers 116.
After the tubular body 10 has been expanded and sealed within the casing 25, hydraulic pressure is removed or released. In one embodiment, a pressure differential causes the pistons 120 to be retracted into the body 102 of the expander tool 100', and allows the expander tool 100' to be removed from the tubular body 10. hi another embodiment, the pistons 120 are biased inward.
After the expansion operation, the expander tool 100' is withdrawn from the wellbore 50 by pulling the working tubular 70. Figure 8 is a cross-sectional view of a wellbore 50 having a production tubing 55 disposed therein, and showing the expander tool 100' being removed form the wellbore 50. The expandable tubular 10 has been expanded against the casing 25 so as to form a high pressure high temperature packer 10. The production tubing 55 now, in essence, functions as both a conduit for production fluids and also as an annular packer.
As an alternative embodiment for the expansion assemblies 110, 110',a more "tapered" shaped roller may be utilized. Figure 9 provides a perspective view of an expander tool 100" having an alternative arrangement for an expansion assembly 110". One of the expansion assemblies 110" is shown exploded away from the body 102 ofthe expander tool 100". An enlarged exploded view of the expansion assembly 110" is shown in Figure 11.
Additional views of the expansion assembly 110" are seen in Figures 10 and 12. Figure 10 shows a cross-sectional view of the expander tool 100" of Figure 9, taken across line 10-10 of Figure 9. The central bore 115 and perforated conduits 124 ofthe tool 100" are more clearly seen in FIG. 10. Figure 12 shows a side, cross-sectional view ofthe expansion assembly 110".
As with the expansion assembly 110' of Figure 4, the expansion assembly 110" of Figure 9 provides an upper connector member 125. The upper connector 125 is typically connected to a working string, as will be shown in a later figure. A lower connector 135 is also shown. The lower connector 135 may be used for connecting the expander tool 100" to other tools further downhole. Alternatively, connector 135 may simply define a deadhead.
The expansion assembly 110" of Figure 9 also comprises a piston 120. The piston 120 sealingly resides within a recess 114 ofthe expander tool body 102. In the arrangement shown in FIG. 9, the piston 120 defines an elongated, wafer-shaped member capable of sliding outwardly from the expander tool body 102 in response to hydraulic pressure within the bore 115 ofthe tool 100". The novel configuration ofthe piston 120 is more clearly seen in Figure 12.
The piston 120 includes a base 122 that runs the length o the piston 120. An outer lip 123 is formed at either end of the base 122 in order to provide a shoulder within the recess 114 of the expander tool 100". In this way, radial movement of the piston 120 away from the body 102 ofthe tool 200 is limited.
The piston 120 has a top surface 117 and a bottom surface 126. The bottom surface 126 is exposed to hydraulic pressure within the bore 115 of the expander tool 100" when the tool 100" is actuated. The top surface 117 of the piston base 122 defines a bearing cavity. As seen in Figure 9, the bearing cavity 117 defines an elongated cradle configured to receive the roller 116. In one aspect, the bearing cavity 117 has a polished arcuate surface for closely holding the roller 116. In this way, the coefficient of friction between the bearing cavity 117 and the roller 116 is less than the coefficient of friction between the roller 116 and a surrounding tubular (shown in Figures 14-17) to be expanded.
Positioned over the lower end ofthe bearing cavity 117 is a shoe 146. The shoe 146 is configured to receive a lower portion 116L of the roller 116. In operation, the lower portion 116L of the roller 116 is gravitationally held within the shoe 146 during operation ofthe expansion assembly 110". The shoe 146 further serves to stabilize and support the roller 116 during an expansion operation. The shoe 146 is preferably fabricated from a hardened metal material such as steel so that it can aid in the expansion process.
An optional feature shown in the expansion assembly 110 of FIG. 9 is a lubrication port 127. The port 127 defines a through-opening through the piston 120, providing a path of fluid communication between the bore 115 of the expander tool 200 and the bearing cavity 117. The port 127 is sized to permit a small flow of fluids onto the surface ofthe bearing cavity 117 in order to facilitate rotation of the roller 116. hi this respect, fluids will reduce the coefficient of friction between the roller 116 and the bearing cavity surface 117. In addition, the presence of fluid behind the roller 116 as it rotates will serve to cool the roller 116 during the stressful expansion operation, thereby protecting the roller 116 from unnecessary wear.
It is recognized that the presence of a port 127 within the piston body 120 will reduce pressure behind the piston 126 due to hydraulic forces within the wellbore 10.
However, such a pressure reduction is rninirnal where only a small port 127 is employed, hi one aspect, the port 127 is only 0.50 cm in diameter, though other dimensions may be provided.
Also positioned on the top surface of the base 122 of the piston 120 is a headrest 140. The headrest 140 is configured to receive an upper portion 116U of the roller member 116. In the exemplary arrangement shown best in FIG. 11, the headrest 140 includes a highly polished, arcuate surface 144 configured to closely receive the upper portion 116U of the roller 116. h this way, the headrest 140 also serves as a cradle for the roller 116.
In the view of Figure 12, it can be seen that the roller 116 does not include an axle or shaft about which rotation is provided; instead, the roller 116 is permitted to rotationally move within the bearing cavity 117 of the piston 120, and upon the headrest 140. Removal of the shaft from the expansion assembly (e.g., Figure 1) reduces the overall thickness of the body 202 of the new expander tool 202 (shown in Figure 12), thereby saving valuable space within the wellbore.
The roller 216 illustrated in Figures 9-12 has a generally frustoconical cross-section. This provides for an elongated tapered section. For this reason, such a roller configuration is sometimes referred to as a "tapered" roller. The elongated tapered surface of the roller 116 more readily accommodates axial movement of the expander tool 100" during an expansion process. In this respect, the tapered surface provides for a more gentle contact angle with the surrounding casing than is present in a parallel roller (seen in FIG. 1) or the bow-tie roller (seen in FIG. 4). It is to be appreciated, however, that other roller shapes are possible for the present invention, including a parallel roller. For example, the roller 116 may have a cross-sectional shape that is barrel-shaped, semi-spherical, multifaceted, elliptical or any other cross sectional shape suited to the expansion operation to be conducted within a tubular.
The tapered roller 116 of FIG. 9 is fabricated from a material of appreciable strength and toughness in order to withstand the high hertzian stresses imposed upon the roller 116 during an expansion operation. Preferably, the roller 116 is fabricated from a ceramic or other hardened composite material. Alternatively, a steel or other hard metal alloy may be used. In any arrangement, it is understood that some sacrifice of the material of the roller 116 may occur due to the very high stresses required to expand a surrounding metal tubular.
The tapered roller 116 ofthe expansion assembly 110" rotates within the bearing cavity 117 during an expansion operation. Because the roller 116 does not ride upon a shaft, the roller 116 is permitted to at least partially rotate and to partially skid within the bearing cavity 117.
In one arrangement, the orientation of the tapered roller 116 is skewed relative to the longitudinal centre axis of the bore 115 ofthe expander tool 100". To accomplish this, the recesses 114 in the expander tool body 102 are tilted so that the longitudinal axis of the rollers 116 are out of parallel with the longitudinal axis of the tool 100". Preferably, the angle of skew is only approximately 1.5 degrees. The advantage is that simultaneous rotation and translation ofthe expander tool 100" allows the roller 116 to predominantly roll against the surrounding casing being expanded, without skidding against it. This, in turn, causes the thrust system, i.e., the mechanism for raising or lowering the expander tool 100" within the wellbore 50, to operate more efficiently.
It is understood that "skewing" of the rollers 116 is an optional feature. Further, the degree of tilt of the rollers 116 is a matter of designer's discretion. In any event, the angle of tilt must be away from the direction of rotation ofthe tool 100" so as to enable the tool 100" to more freely be translated within the wellbore 50. By employing such an angle, the rollers 116 will tend to pull themselves into the casing 25 as the expandable tubular 10 is expanded (depending on the direction of 'skew' and rotation). This, again, reduces the thrust load required to push the rollers 116 into the casing 25 during translation. Tilting the rollers 116 further causes the rollers 116 to gain an
increased projected depth to expand the casing 25. This is true for both parallel (FIG. 1) and tapered (Fig. 9) rollers 116.
In one aspect, the expansion assembly 110" of FIGS. 9-12 includes a cap piece 130. An optional cap piece 130 is included in the arrangement of Figures 9-12. The cap piece 130 defines an elongated body configured to be connected to the piston 120. In this respect, connector openings 138 within the cap piece 130 are configured to align with connector openings 128 within the piston 120. In the arrangement of FIG. 9, connection of the cap piece 130 is made with the piston 120 by means of threaded screws 150.
The cap piece 130 includes a top surface 132 configured to support and partially enclose the headrest 140 between the cap piece 130 and the piston base 122. Positioning of the top surface 132 over a portion of the headrest 140 is more fully seen in the side cross- sectional view of Figure 10.
The cap piece 130 also comprises an opening 134. The opening 134 is configured to receive the roller 116. The opening 134 permits the roller 116 to rotate within the bearing cavity 124.
Figure 13 presents a top view ofthe expansion assembly of Figure 9. In this view, the configuration of the roller 116, and the disposition of the roller 116 upon the base 122 of the piston 120 can be more fully seen. The preferred tapered configuration of the roller 116 is also more fully demonstrated.
Referring again to Figure 10, Figure 10 presents a cross-sectional view of the expander tool 100" of Figure 9. As noted, the view in Figure 10 more clearly shows the bore 115 running through the body 102 of the tool 100". It is to be observed that the bore 115 of the expander tool 100" is larger than the bore 115 of the previously known expander tool, shown in Figure 1. This is the advantage of the expansion assembly 110" configuration of Figures 9 and 11.
In order to demonstrate the operation of the expander tool 100", Figures 14-17 have been provided. Figure 14 provides a cross-sectional view of a wellbore 50. The wellbore 50 is cased with an upper string of casing 25. The upper string of casing 25 has been cemented into a surrounding formation 15 by a slurry of cement 20, now set. The wellbore 50 also includes a lower string of casing 30, sometimes referred to as a "liner." The lower string of casing 30 has an upper portion 30U which has been positioned in the wellbore 50 at such a depth as to overlap with a lower portion 25L of the upper string of casing 25. It can be seen that the lower string of casing 25 is also cemented into the wellbore 50. A packer 35 is shown schematically in Figure 14, providing support for the lower string of casing 30 within the upper string of casing 25 before the cement 20 behind the lower sting of casing 30 is cured.
Figure 15 presents the wellbore of Figure 14, with a working string 70 being lowered into the wellbore 50. Affixed at the bottom ofthe working string 70 is an expander tool 100". The expander tool 100" includes alternative improved expansion assemblies 110" of the present invention. In this view, the expansion assemblies 110" have not yet been actuated.
Turning now to Figure 16, the expander tool 100" has been lowered to a depth within the wellbore 50 adjacent the overlapping strings of casing 25L, 30U. The expansion assemblies 110" of the expander tool 100" have been actuated. In this manner, the upper portion 30U of the lower string of casing 30 can be expanded into frictional engagement with the surrounding lower portion 25L of the upper string of casing 20. The upper portion of liner 30U becomes the first tubular apparatus 10 being expanded.
Expansion ofthe lower casing string 30U in the view of FIG. 16 is from the bottom, up. For such an expansion operation, the expansion assemblies 210 are oriented so that the elongated tapered surfaces are facing upward. As noted, the elongated tapered surfaces ofthe rollers 116 more readily accommodate axial movement ofthe expander tool 100" during an expansion process. It is, of course, understood that the expander tool 100"
may be oriented in the opposite direction, i.e., "turned over," to facilitate expansion from the top, down.
As with expander tools 100 (FIG. 1) and 100' (FIG. 4), expander tool 100" (FIG. 9) is hydraulically actuated (though the pistons could be configured to be mechanically actuated). In order to actuate the expander tool 100", fluid is injected under pressure into the working string 70. Fluid then travels downhole through the working string 70 and into the perforated 124 tubular bore 115 of the tool 100". From there, fluid contacts the bottom surfaces 126 of the various pistons 120. As hydraulic pressure is increased, fluid forces the pistons 120 outwardly from their respective recesses 114. This, in turn, causes the rollers 116 to make contact with the inner surface of the liner 30L. With a predetermined amount of fluid pressure acting on the piston surface 120, the lower string of expandable liner 30L is expanded past its elastic limits. Fluid exits the expander tool 100" through the bottom connector 135 at the base ofthe tool 100".
It will be understood by those of ordinary skill in the art that the working string 70 shown in Figures 15 and 16 is highly schematic. It is understood that numerous other tools may and commonly are employed in connection with a well completion operation. For example, the lower string of casing 30 would typically be run into the wellbore 50 on the working string 70 itself. Other tools would be included on the working string 70 and the liner 30, including a cement shoe (not shown) and a wiper plug (also not shown). Numerous other tools to aid in the cementing and expansion operation may also be employed, such as a swivel (not shown) and a collet or dog assembly (not shown) for connecting the working string 70 with the liner 30. Again, it is understood that the depictions in Figures 15 and 16 are simply to demonstrate one of numerous uses for an expander tool, e.g., tool 100", and to demonstrate the operation of the expansion assemblies 110', 110.
Figure 17 presents the lower string of casing 30 having been expanded into frictional engagement with the surrounding upper string of casing 25 along a desired length. In this view, the upper portion 30U ofthe lower string of casing 30 has utility as a polished
bore receptacle. Alternatively, a separate polished bore receptacle can be landed into the upper portion 30U of the lower string of casing 30 with greater sealing capability. Further, a larger diameter of tubing (not shown) maybe landed into the liner 30U due to the expanded upper portion 10.
As described above, the apparatus being expanded 10 may include a pair of bands to aid in the sealing and frictional engagement of the first tubular 10 with a second surrounding tubular 25. hi the view of Figure 17, a sealing ring 12 and a slip ring 14 are shown around the outside of the tubular body 10. The bands 12, 14 are spaced a distance apart. When the tubular body is expanded, the slip ring allows the tubular body to grip the wall ofthe casing while the sealing ring seals the tubular to the casing.
As demonstrated by Figures 9-17, an improved expansion assembly 110" for an expander tool 100 has been provided. In this respect, the rollers 116 of the expansion apparatus 210 are able to rotate and, at times, skid inside of a bearing cavity 117. In this way, the shaft of previous embodiments of an expander tool has been removed, and a bearing system has been provided in its place. The entire bearing system can be angled to allow the expansion assembly 110" to be rotated and axially translated simultaneously. Because no shaft or thrust bearing apparatus is needed, the expansion assembly components 110" are geometrically reduced, thereby affording a larger inner diameter for the bore 115 ofthe expander tool 100".
The above description is provided in the context of a hydraulic expander tool.
Hydraulic pressure may be supplied by the application of wellbore of fluids under pressure against the back surface of the piston, or from another source, such as a dedicated fluid reservoir in fluid communication with the back surface of the piston. It is understood that the present invention includes expander tools in which the pistons are moveable in response to other radially outward forces, such as mechanical forces.
While the foregoing is directed to embodiments of the present invention, other and further embodiments of the invention may be devised without departing from the basic scope thereof, and the scope thereof is determined by the claims that follow.