Well tool adapted to be locked within and sealed with respect to the bore of the well conduit

There is disclosed well apparatus which comprises a well conduit having a bore therethrough and a well tool having means thereon for releasably locking it within and sealing it with respect to the bore of the well conduit when lowered therein.

This invention relates generally to well apparatus; and, more particularly, 
to improvements in well apparatus of the type which includes a well tool 
which may be releasably locked within and sealed with respect to the bore 
of a well conduit. 
As shown, for example, in U.S. Pat. No. 2,939,534, the well tool may 
comprise a check valve adapted to be lowered through a blowout preventer 
stack to permit it to be releasably locked within and sealed with respect 
to the bore of a tubing hanger supported within a wellhead on which the 
stack is mounted. The check valve thus seals off well pressure within the 
tubing suspended from the hanger so that the preventer stack may be 
removed and a Christmas tree or cap (when the well is not to be produced) 
installed on the wellhead. 
As disclosed in such earlier patent, the check valve is manipulated by 
means of a running string having a tool on its lower end which includes a 
stinger adapted to hold the valving element in its open position, and 
thereby equalize pressure thereacross, as the check valve is lowered into 
position within the tubing hanger bore. Then, when the running tool has 
been manipulated to cause the check valve to be locked and sealed within 
the bore and then withdrawn with the running string, the stinger is lifted 
from the valving element to permit the check valve to close and thus seal 
off the bore. In some cases, the valving element of check valves of this 
type may also be adapted to prevent flow in a downward direction, whereby 
they permit the Christmas tree to be tested by means of test pressure 
above the check valve. 
The check valve shown in U.S. Pat. No. 2,939,534 is locked within the bore 
of the tubing hanger by means of threads on its outer circumference 
engageable with matching threads on the bore of the hanger, and a seal 
ring is carried about the valve above the threads thereon in position to 
be extruded into sealing engagement with the bore of the hanger as they 
are made up with the hanger threads. The torque required to manipulate the 
running tool in order to install the valve in this manner is excessive in 
large size valves. 
In another apparatus of this type, the well tool carries locking means in 
the form of locking dogs which are spring-pressed outwardly so as to fit 
within a locking groove in the bore of the well conduit, and thus land the 
tool therein, and one or more seal rings which form an interference seal 
with the bore as it is lowered into landed position. During lowering of 
the tool into landed position, both the locking dogs and the seal rings 
may be damaged by obstructions in the bore. Also, in the event the locking 
dogs do not move outwardly into the locking grooves in the well conduit 
bore, the tool may be blown out of the bore when the seal rings seal 
therewith to form a closure thereacross. 
An object of this invention is to provide apparatus of this type in which 
the well tool may be installed without such large torque requirements, and 
with the assurance that it is locked therein before sealing with respect 
to the bore of the conduit. 
Another object is to provide such apparatus in which the locking means and 
seal rings of the well tool are retracted from the bore, until the tool is 
landed therein, and then forced outwardly and held in locked and sealed 
positions, respectively. 
Still another object is to provide such apparatus in which, upon 
installation of the well tool, the locking means and locking groove in the 
well bore are protected from the accumulation of debris which might 
interfere with movement of the locking means into or out of the groove. 
A further object is to provide a well tool which is especially well suited 
to accomplishing the foregoing objects; and, more particularly, to such a 
well tool which is of simple and inexpensive construction. 
These and other objects are accomplished, in accordance with the 
illustrated embodiment of the present invention, by well apparatus of this 
type in which the bore of the well conduit has a locking groove 
thereabout, and in which the well tool includes an inner body adapted to 
be connected to a running string for movement therewith within the bore, 
and an outer body on which a locking means is carried for radial movement 
with respect thereto and a first seal means is carried in position to be 
expanded into sealing engagement between the outer body and the bore of 
the well conduit. The outer body is connected to the inner body for 
movement therewith into a position in which the locking means is radially 
opposite the locking groove, and a second seal means seals between the 
inner and outer bodies to cooperate with the first means in preventing 
flow past the outer body when the first seal means is expanded into 
sealing position. 
A means on the bore of the well conduit is engageable with means on the 
outer body to limit movement of the outer body with respect to the 
conduit, when the outer body is so positioned, and the means connecting 
the inner body to the outer body permits the inner body to be moved with 
respect to the outer body when movement of the outer body is so limited. 
More particularly, the inner body has means thereon for moving the locking 
means outwardly into locking position within the groove and well conduit, 
in response to initial movement of the inner body with respect to the 
outer body, and then expanding the first seal means into sealing 
engagement with the well conduit bore in response to further movement of 
the inner body with respect to the outer body. In this manner, the well 
tool is installed within the well bore with a minimum of torque 
requirements, and with the further assurance that it is locked therein 
before being sealed with respect thereto. 
In the preferred embodiment of the invention, there is a substantially 
vertical slot in the bore, and a key is carried on the outer body of the 
well tool for engaging in the slot to limit rotation of the outer body 
with respect to the conduit when the outer body is positioned with the 
locking means opposite the locking groove. More particularly, the outer 
body is threadedly connected to the inner body so that, with the key 
engaged in the slot, the running string on which the inner body is 
suspended may be manipulated to rotate the inner body with respect to the 
outer body and thereby move it vertically with respect thereto to force 
the locking means and first seal means into locking and sealing positions, 
as previously described. 
In the illustrated embodiment of the invention, there is an upwardly facing 
shoulder about the bore of the conduit, and the outer body has a 
downwardly facing shoulder for landing on the shoulder in the bore so as 
to locate the locking means in the desired position. Also, the locking 
means comprises a plurality of locking dogs which are yieldably urged to 
their inner positions as the tool is lowered into and raised from a 
position in which the locking dogs are opposite the groove. Still further, 
the key is carried on the outer body for radial movement with respect 
thereto between an inner position in which it is substantially aligned 
with the outer circumference of the body, and an outer position for 
engaging the slot, and a spring means urges the key to its outer position 
so that it will automatically move into engagement with the slot as the 
key is moved into a position opposite the slot. 
The outer body includes a pair of relatively vertically movable sections 
having the first seal means disposed between them to support the upper of 
the sections above the lower, and means are provided on the outer body for 
engagement with means on the inner body to limit downward movement of the 
inner body relative to the outer body, following initial downward movement 
of the inner body to move the locking dogs to locking position, whereby 
the further downward movement of the inner body causes the outer body 
sections to be moved axially toward one another in order to radially 
expand the first seal means between them. The outer body section on which 
the locking dogs are carried may be a section either above or below the 
other body section, and thus above or below the first seal means. 
Preferably, however, the outer body comprises three relatively vertically 
movable sections, with the locking dogs carried on the intermediate 
section, and the first seal means comprises a pair of seal rings each 
disposed between the intermediate body sections and either the upper or 
lower section. The inner body has a downwardly facing shoulder which moves 
downwardly to lower the upper body section in order to radially expand the 
upper seal ring upon downward movement of the inner body following 
movement of the locking dogs into the locking groove. Then, when the upper 
seal ring has been so expanded, continued movement of the inner body will, 
through the threaded connection between the inner body and the lower body 
section, raise the landing shoulder on the lower body section above the 
landing shoulder on the conduit bore so as to radially expand the lower 
seal ring. Since the pair of seal rings are above and below the 
intermediate body section on which the locking dogs are carried, they 
protect the locking dogs and locking groove from debris within the well 
bore which might otherwise have access thereto between the body and bore. 
The second seal means also includes a pair of seal rings, one carried by 
the upper body section and the other by the lower body section, for 
sealing with the inner body above and below the locking dogs, and thereby 
preventing the locking dogs from debris which might otherwise have access 
thereto between the bodies.

With reference now to the details of the above-described drawings, the 
wellhead assembly shown in FIG. 1 comprises a tubing head 10 having a bore 
11 therethrough and supported above a casing head 12 with its bore in 
axial alignment with bore 13 through the casing head. A blowout preventer 
14 having a bore 15 therethrough is in turn supported on the upper end of 
tubing head 10 with its bore in axial alignment with bores 11 and 13 
through heads 10 and 12, respectively. 
As well known in the art, a casing string 16 is suspended from a casing 
hanger (not shown) supported in the head 12 for disposal within an outer 
casing string (not shown) to the upper end of which head 12 is connected. 
A tubing string 17 is suspended within the casing string by means of a 
tubing hanger 18 connected to its upper end and landed on seat 20 within 
bore 11 of the tubing head by means of a shoulder 19 thereabout. 
A seal ring 21 carried about the tubing hanger is adapted to seal between 
it and the bore of the tubing head to close the annulus therebetween. Pins 
22 are carried by the tubing head for movement into engagement with a 
gland nut 23 above the seal ring 21 to expand it into sealing position and 
hold the hanger down in landed position on seat 20. When preventer 14 is 
removed and a Christmas tree is installed on head 10, the lower end of a 
bore through a master valve on the lower end of the tree will fit closely 
over a seal ring 25 about the upper end of the tubing hanger. 
Tubing hanger 18 has a bore 26 therethrough which forms an upward 
continuation of tubing string 17 suspended from its lower end. As shown in 
FIG. 1, a check valve 27 has been lowered into a position within the bore 
to permit it to be first locked therein and then sealed with respect 
thereto, as illustrated in FIGS. 2 and 3, respectively. Obviously, the 
particular apparatus shown and described herein is for illustrative 
purposes only -- i.e., the well conduit need not necessarily comprise a 
tubing hanger, and the well tool need not necessarily comprise a check 
valve. 
In any event, as shown in each of FIGS. 1 to 3, bore 26 of tubing hanger 18 
has an upwardly facing shoulder 28 therein on which a landing shoulder 
about the lower end of valve 27 is adapted to be landed. As will be 
described in more detail to follow, bore 26 also has a locking groove 29 
thereabout into which locking dogs on valve 27 may be moved for locking it 
in landed position, and a vertical slot 30 therein for receiving a key 37 
on the valve when the latter is landed and oriented into a predetermined 
rotational position with respect to the bore. The portion of bore 26 above 
landing shoulder 28 is of uniform diameter except for the locking groove, 
the slot, and annular grooves formed in the bore above and below the slot 
to facilitate milling of the latter. 
Valve 27 includes an inner body 31 having means for connection to a running 
tool (not shown) on the lower end of a running string which is lowered 
into the bore 26. Thus, similarly to the valve shown in the aforementioned 
U.S. Pat. No. 2,939,534, threads 32 are formed on the upper end of a bore 
through the body 31 to permit it to be connected to the running tool for 
vertical and rotational movement therewith, and slots 33 are formed in the 
bore above threads 32 to receive parts on the running tool including a 
stinger which depresses a valving element in the body (to be described) in 
order to hold it in an open position. Since suitable running tools of this 
type are known in the art, and further form no part of the present 
invention, a detailed description and illustration thereof is unnecessary. 
Inner body 31 is surrounded by an outer body made up of upper section 34, 
intermediate section 35, and lower section 36. The lower section is 
threadedly connected at 31A about the inner body and thus is supported 
therefrom for movement within the well bore. The aforementioned key 37 is 
carried by the lower outer body section 36 so that, when it is engaged 
within slot 30, as shown in the drawings, the lower body section 36 is 
held against rotation with respect to tubing hanger 18. In this manner, 
when valve 27 has been lowered into landed position and then rotated with 
the running string to bring key 37 into engagement with slot 30, further 
rotation of the running string will rotate inner body 31 with respect to 
the outer body and thus cause it to move downwardly therein from the 
position of FIG. 1. 
Key 37 is slidable within a recess 38 in the outer diameter of lower body 
section 36, whereby it may move radially between an inner position, in 
which its outer side is substantially flush with the outer circumference 
of body section 36, and an outer position in which it protrudes therefrom 
to engage within slot 30. Key 37 is urged outwardly by means of a spring 
39 within the recess behind the key, and the key is prevented from moving 
outwardly beyond its protruding position by means of a snap ring 40. Thus, 
the key is free to be moved inwardly to its non-protruding position as the 
well tool is lowered into landed position and rotated within the bore 
until the key is opposite the slot, at which time it moves outwardly into 
the slot. The key is of circular cross section for fitting within recess 
38 of similar shape; however, its outer end has straight sides which are 
held in vertical positions for fitting within slot 30 by means of an 
alignment pin 41. 
Intermediate outer body section 35 fits closely about inner body 31, and 
has stepped flanges on its lower end which fit closely about stepped 
recesses on the upper end of lower body section 36 so as to guide the 
intermediate section for vertical movement with respect to the lower 
section. A seal ring 44 of rubber or other suitable material is contained 
within a space formed by the lower end of outer flange 42 on body section 
35 and the adjacent walls of outer recess 43 on body section 36. The lower 
end of the inner flange is spaced above the upper surface of the inner 
recess so that, as shown in FIGS. 1 and 2, the intermediate body section 
is free to move downwardly with respect to the lower section in order to 
radially expand the seal ring outwardly into sealing engagement with the 
hanger bore, as will be described below. 
A series of locking dogs 47 are carried by intermediate body section 35 for 
radial movement between the inner positions shown in FIG. 1 and the outer 
positions shown in FIGS. 2 and 3. More particularly, the unexpanded seal 
ring 44 supports the locking dogs in a position opposite locking groove 29 
in the bore of the tubing hanger when the tubing hanger has been lowered 
into the landed position of FIG. 1, whereby they may be moved outwardly 
from their inner positions to their outer positions within such groove. 
Each dog includes an outer arcuate part 48 having its upper and lower ends 
closely received and slidable within a recess 49 formed about body section 
35, and stems 50 which are bolted to parts 48 and extend slidably through 
radial holes 51 in the body section. The dog parts 48 are urged to their 
inner positions shown in FIG. 1, in which their outer sides are flush with 
the outer circumference of body section 35, by means of leaf springs 52 
mounted within slots 53 formed in the body 35 above and below the recess 
49. The springs are held in the slots by means of screws 53a, and their 
free ends are slidably received within slots 54 formed in the upper and 
lower ends of the arcuate parts 48 of the locking dogs. The dogs are 
prevented from moving beyond their outermost locking positions, as shown 
in FIGS. 2 and 3, by an annular shoulder 50a on the innermost ends of 
stems 50 engageable with an annular shoulder 51a formed about the inner 
end of each hole 51. 
A hole 55 is formed in the vertical wall of the inner recess on the 
uppermost end of lower body section 36, and lower screws 53a have inner 
extensions 56 which fit within hole 55 to prevent intermediate body 35 
from rotating with respect to lower body section 36. At the same time, 
hole 55 is of sufficient vertical extent that screw extension 56 may move 
vertically therein as lower body section 36 moves upwardly with respect to 
intermediate body section 35 during expansion of seal ring 44, as will be 
described. 
Upper body section 34 has an outer flange 60 on its lower end which fits 
closely about a recess 61 on the upper end of intermediate body section 35 
so as to guide section 34 for vertical movement with respect to section 
35. Also, a seal ring 62 of rubber or similar material fits closely within 
a space formed between the lower end of flange 60 and adjacent faces of 
recess 61. Seal ring 62 supports a shoulder 65 about body section 34 above 
a shoulder 66 on the upper end of body section 35, so that the upper body 
section 34 may be urged downwardly to expand seal ring 62 upwardly into 
sealing engagement with the bore 26 of the tubing hanger, as will be 
described below. 
Upper body section 34 is connected to and held against rotation with 
respect to intermediate body section 35, and thus with respect to lower 
body section 36, by means of bolts 67 which extend downwardly from 
shoulder 65 for connection with threaded holes in shoulder 66. As shown, 
the upper end of each bolt 67 is free to slide within a hole in the upper 
end of body section 34 so as to permit the latter to move vertically 
downwardly with respect to body section 35 from the position shown in FIG. 
1. The enlargement on the upper end of bolt 67 limits upward movement of 
body section 34 with respect to intermediate body section 35. 
A seal ring 68 is carried by the inner diameter of section 36 for sealing 
about the lower end of body 31 beneath threaded connection 31A, and thus 
below locking dogs 47, and a seal ring 69 is carried by the inner diameter 
of section 35 for sealing about body 31 above the locking dogs. Thus, upon 
expansion of seal rings 44 and 62 into sealing engagement with the bore 
26, as shown in FIG. 3, seal rings 68 and 69 cooperate therewith to not 
only close off the annular space between the inner body and the bore, but 
also protect the locking dogs and locking recess 29 from debris within the 
bore. 
A recess 70 in the outer circumference of the inner body 31 is generally 
opposite the inner ends of locking dogs 47, when the inner body is in 
landed position, as shown in FIG. 1. A downwardly and inwardly tapered cam 
surface 71 on the upper end of the recess is disposed above a cam follower 
surface 72 on the upper ends of the locking dogs to force them radially 
outwardly from their inner positions to their outer positions upon 
lowering of inner body 31 with respect to the outer body. As the inner 
body moves into the lower position of FIGS. 2 and 3, the cylindrical 
surface on its outer circumference above cam surface 71 slides downwardly 
behind the cylindrical inner surfaces of locking dogs 47 to positively 
hold them in their outer positions. 
As previously described, inner body 31 is lowered with respect to the 
locking dogs by rotation of the inner body after the outer body has been 
landed on shoulder 28 and rotated into the position shown in FIG. 1 
wherein it is held against rotation by key 37. Although the downward force 
exerted by cam surface 71 against cam surface 72 will be transmitted to 
seal ring 44, it is not sufficient to expand the seal ring into sealing 
engagement with the bore 26 of the tubing hanger. Furthermore, the upper 
end of body 31 is enlarged to provide a downwardly facing shoulder 75 
which is spaced above the upper end of upper body section 34, when the 
inner body 31 is in its uppermost position with respect to the outer body, 
as shown in FIG. 1, to prevent engagement of shoulder 75 with the upper 
end of body section 34 until the inner body 31 has been lowered 
sufficiently to move the locking dogs outwardly into and then hold them in 
locking position. However, additional downward movement of the inner body 
in response to further rotation of running string forces shoulder 75 
downwardly against the upper end of body section 34, and since 
intermediate body section 35 is held against downward movement by virtue 
of the fact that locking dogs 47 are engaged within locking groove 29, the 
lower end of flange 60 moves downwardly to expand seal ring 62 outwardly 
into engagement with bore 26. 
As seal ring 62 is expanded, it resists further downward movement of upper 
body section 34 so that, upon continued rotation of inner body 31, 
threaded connection 31A causes lower body section 36 to move upwardly. 
Since intermediate body section 35 is also held against upward movement by 
virtue of the engagement of locking dogs 47 within locking groove 29, this 
upward movement of body section 36 with respect to intermediate body 
section 35 will expand seal ring 44 radially outwardly into sealing 
engagement with bore 26. In this respect, it will be noted from FIG. 3 
that body section 36, and thus the landing shoulder on its lower end, are 
free to move upwardly with respect to bore 26 and thus from the landing 
shoulder 28 therein, and that slot 30 is of sufficient length that key 37 
is held therein during this upward movement. 
Engagement of the aforementioned parts of the running tool within slots 33 
enables the running string to be rotated in the opposite direction to 
raise the inner body and thus permit seal rings 44 and 62 to retract from 
sealing engagement with bore 26, and locking dogs 47 to be withdrawn from 
locking groove 29, continued upward movement of the inner body relative to 
the outer body being limited by engagement of a flange 76 about its lower 
end with the lower end of lower body section 36. As shown in FIG. 1, when 
retracted, the outer surfaces of the locking dogs 47 as well as the outer 
surfaces of the seal rings 44 and 62 are substantially flush with the 
vertically aligned outer circumferences of the upper, intermediate and 
lower body sections. Thus, during raising and lowering of the valve from 
and into its landed position, the locking dogs and seal rings do not 
protrude from the valve. 
Inner body 31 is made up of outer tubular section 77 about which the outer 
body is disposed, and inner tubular section 78 telescopically disposed 
within the outer tubular section. Thus, as can be seen from the drawings, 
the inner and outer sections form a bore through the valve body which is 
controlled by a valving element mounted therein, as described below. Inner 
section 78 is held within outer section 77 by the connection of threads 
about its lower end above flange 76 with threads about the inside lower 
end of the outer section. 
A valving element 80 mounted within the bore includes a lower stem 81 
slidable within the upper end of inner section 78 to guide it for vertical 
reciprocation between an upper position (FIG. 3) in which a head on its 
upper end seats upon a downwardly facing seat 82 in outer section 77, so 
as to prevent flow in an upward direction, and a lower position in which 
it seats on a seat 83 about the upper end of lower section 78 so as to 
prevent flow in a downward direction. As shown in FIG. 2, the stem is 
hollow and has ports 85 in its upper end which connect its inner diameter 
with its outer diameter and thus with the space about the stem when the 
valving element is lifted above its lower position. 
As previously mentioned, the double acting valve 27 may be used either as a 
back pressure valve to control the fluid within tubing 17, when the 
Christmas tree is removed from the wellhead, or to prevent flow downwardly 
therethrough in pressure testing the Christmas tree. Thus, as the valve is 
being lowered into the bore 26 and rotated to cause it to be locked with 
and sealed with respect to bore 26, a stinger on the above-described 
running tool depresses the valving element to hold it in the open position 
of FIGS. 1 and 2, and thereby equalize pressure thereacross. Then, when 
the valve is so installed, the running tool may be disconnected from 
threads 32 and raised therefrom with the running string, thereby lifting 
the stinger from the valving element to permit it to be moved upwardly to 
closed position (FIG. 3) due to well pressure therebelow. Then, of course, 
upon reconnection of the running tool to the valve preparatory to removing 
it from the bore of the tubing hanger, the stinger again depresses the 
valving element to equalize pressure across the valve before the running 
tool is manipulated to permit the seal rings and locking dogs to be 
retracted. 
From the foregoing it will be seen that this invention is one well adapted 
to attain all of the ends and objects hereinabove set forth, together with 
other advantages which are obvious and which are inherent to the 
apparatus. 
It will be understood that certain features and subcombinations are of 
utility and may be employed without reference to other features and 
subcombinations. This is contemplated by and is within the scope of the 
claims. 
As many possible embodiments may be made of the invention without departing 
from the scope thereof, it is to be understood that all matter herein set 
forth or shown in the accompanying drawings is to be interpreted as 
illustrative and not in a limiting sense.