Method and apparatus for conducting well production tests

A nipple is provided downhole as part of a tubing (drill string or production) string. The nipple has an interior passage with recesses therein and a seat. A data probe attached to a wireline traverses inside of the tubing from the surface to the nipple. The probe has a seal that seats inside of the nipple. The probe shuts in the well to allow formation fluid pressure to build. A first latch deploys into one of the recesses to retain the seal in place against the pressure. A bypass around the seal is provided. The bypass is kept closed against the pressure by a second latch that deploys into the other nipple recess. When the probe is to be retrieved to the surface, the bypass is opened to allow the pressure across the seal to equalize. The bypass is opened by unlatching the second latch. The seal is unseated by unlatching the first latch. The first and second latches are connected in series so as to operate sequentially, with the first latch deploying before the second latch. The probe has instrumentation and a sampling chamber which can be brought to the surface during flow periods of a test.

FIELD OF THE INVENTION 
The present invention relates to methods and apparatuses for conducting 
production tests of wells penetrating earth formations, such as oil and 
gas wells. 
BACKGROUND OF THE INVENTION 
In drilling oil and gas wells, the drilling operator desires to obtain 
production information on the earth formation of interest. Such 
information includes the type and quality of fluid (whether liquids or 
gases) that is produced by the formation, as well as the flow rate and 
pressure of the fluid. Such information is useful in determining the 
commercial prospects of the well. A well that shows satisfactory 
production capability may be completed, while a well that shows no 
commercial promise is typically plugged and abandoned, with no further 
drilling expense incurred. 
The desired information is typically obtained by drill stem testing. When 
the drilling extends the borehole into the formation of interest, a drill 
stem test of the formation maybe initiated. To change over from drilling 
to a drill stem test, the drill stem is removed from the borehole and the 
drill bit is taken off. The drill stem is lowered back into the borehole, 
with a packer and testing equipment at the lower end of the drill stem. 
The testing equipment is lowered to the formation of interest. 
In a conventional drill stem test, the testing equipment is provided with a 
four phase tool and a hydraulic tool. The four phase tool has a valve that 
is initially open, while the hydraulic tool has a valve that is initially 
closed. The valve in the four phase tool is opened and closed by rotating 
the drill stem in one direction for a specified number of revolutions. The 
four phase tool can only be actuated for four phases, and no more. The 
hydraulic tool is opened and closed by putting weight on the drill stem. 
The testing equipment has a pressure recorder that operates during the 
entirety of the drill stem test. The information is recorded on a chart 
located in the recorder. 
After the drill stem is positioned in the borehole, the formation is 
isolated from the drilling fluid (such as drilling mud) by setting the 
packer. The packer is set by putting weight on the drill stem. This action 
also opens the valve in the hydraulic tool, wherein fluid from the 
formation flows up into the drill stem. The hydraulic tool remains open, 
and the packer remains set, as long as weight is applied to the drill 
stem. The period of time where fluid flows into the drill stem is called 
the initial flow period. 
After the initial flow period, the four phase tool is closed by rotating 
the drill stem a specified number of revolutions (for example, five 
revolutions). This begins the initial shut-in period, wherein the 
formation fluid pressure is allowed to increase. The increase in pressure 
is recorded by the pressure recorder. 
After the initial shut-in period, the drill stem is rotated again a 
specified number of revolutions so as to open the four phase tool. This 
initiates the second flow period, wherein fluid from the formation enters 
the drill stem. The second flow period is followed by a second shut-in 
period, which is begun by rotating the drill stem the specified number of 
revolutions. 
After the second shut-in period, the drill stem is raised to unseat the 
packer and close the hydraulic tool. Further testing is prohibited because 
the four phase tool can no longer be opened and closed; the tool has 
completed its four phases. Occasionally, further drill stem testing may be 
desired. Therefore, a disadvantage with the conventional drill stem test 
is a lack of flexibility in conducting extended repetitions of the flow 
and shut-in periods. If extended repetitions are required, then the four 
phase tool must be pulled from the borehole and reset at the surface. This 
adds to the cost of drilling the well. 
Another disadvantage occurs in crooked boreholes. Because the four phase 
tool is opened and closed by rotating the drill stem, it is desirable to 
have the drill stem not be bound by the sides of the borehole. 
Unfortunately, in a crooked borehole, rotation of the drill stem may not 
be possible due to the contact of the drill stem with the sides of the 
borehole. In such a crooked borehole, a drill stem test cannot be 
conducted. 
Still another disadvantage is the time involved for a drill stem test. A 
typical drill stem test may take 4.5-6 hours. The information being 
recorded is located in the pressure recorder at the bottom of the 
borehole. This information is not available for study until after the test 
is completed, wherein the testing equipment is pulled to the surface, 
along with the rest of the drill stem. Furthermore, a sample of the 
produced fluids is not available for study until the drill stem is pulled 
to the surface (the produced fluids are in the lower portion of the drill 
stem due to the flow periods). 
In some wells, it becomes immediately apparent upon the retrieval of the 
information (whether the information is pressure, a fluid sample, etc.) 
that the well is unproductive. For example, if the well produces salt 
water or has depleted pressures, then the well is unproductive and will be 
abandoned. While the drill stem test is being conducted, the drilling 
equipment stands idled. Yet, the well owner still pays for the drilling 
equipment, even if idled. Unfortunately, in such unproductive wells, 
unnecessary expenses are incurred in the form of idled drilling equipment 
while awaiting the results of the drill stem test. The longer the drill 
stem test takes to complete, the more expense that is incurred for the 
idled drilling equipment. 
There is in the prior art a downhole tool that transmits the information 
uphole during the drill stem test. An electrical wireline is used to 
transmit the information to the surface. Unfortunately, this procedure is 
very expensive and consequently is not used on many wells. 
Once a well has entered into production, the well operator may, from time 
to time, wish to conduct production tests on that well. When the well is 
completed for production, a seat nipple is provided just above the packer 
(the packer isolates the formation). Production tubing extends from the 
seat nipple up to the surface. 
To conduct a production test on the well, a pressure recorder is lowered 
inside of the tubing to the seat nipple. Then, a surface valve on the 
tubing is closed to shut in the well. The well is typically shut-in for 
about 24-72 hours. The test takes a long time because pressure must build 
up in the tubing from the formation all the way up to the surface. After 
being shut-in for an extended period of time, the pressure recorder is 
retrieved to the surface to access the recorded information inside. 
The disadvantage to this type of production test is the long period of time 
needed to conduct the test. A production well may be damaged if it is 
shut-in for too long. This is because the build up of pressure inside the 
well could undesirably fracture the formation. As a result, many operators 
or owners do not subject certain wells to production tests. 
SUMMARY OF THE INVENTION 
It is an object of the present invention to provide a method and apparatus 
for conducting a well production test that provides test information to 
the surface while the test is ongoing. 
It is a further object of the present invention to provide a method and 
apparatus for conducting a drill stem test. 
It is a further object of the present invention to provide a method and 
apparatus for conducting a production well test. 
The present invention provides an apparatus for testing the production 
capability of a well extending into an earth formation. The apparatus has 
a nipple having first and second ends and an interior passage extending 
between the first and second ends. The nipple has a longitudinal axis 
extending between the first and second ends. The first and second ends are 
structured and arranged to be coupled to a well tubing such that the 
interior passage communicates with a passage inside of the well tubing. 
The nipple comprising first and second recesses in the interior passage, 
the first and second recesses being spaced apart from each other 
longitudinally along the interior passage. The nipple comprising a seat in 
the interior passage. A probe has two ends and is structured and arranged 
to traverse through the passage of the well tubing. The probe having a 
seal that cooperates with the nipple seat in the interior passage so as 
form a seal in an annular region between the probe and the nipple. The 
probe comprising an information gathering member that is located at one of 
the ends of the probe. The probe comprising a wireline coupler that is 
located at the other of the ends of the probe, the wireline coupler being 
structured and arranged to be coupled to a wireline. The probe comprising 
a bypass member that extends through an interior of the seal, the bypass 
member having a bypass passageway. The bypass member being moveable 
relative to the seal between an open position and a closed position, with 
the bypass passageway allowing fluid in the interior passage of the nipple 
to flow past the seal when the bypass member is in the open position, and 
with fluid in the interior passage of the nipple being prevented from 
flowing past the seal when the bypass member is in the closed position. 
The probe comprising first and second latches, the first latch being 
connected to the seal, the second latch being connected to the bypass 
member, the first latch being structured and arranged to be received by 
the first recess in the nipple and the second latch being structured and 
arranged to be received by the second recess in the nipple, each of the 
first and second latches being moveable between a deployed position, 
wherein the respective first or second latch is received by the respective 
first or second recess, and a stowed position, wherein the respective 
first or second latch is clear of the respective first or second recess so 
as to allow the probe to traverse through the interior passage, the first 
and second latches being connected together in series so as to move 
between the respective deployed and stowed positions sequentially. 
In accordance with one aspect of the invention, the first latch comprises 
first and second linkages, each of the first and second linkages having a 
first end and a second end, with the second ends of the first and second 
linkages being pivotally coupled together, the first end of the first 
linkage being pivotally coupled to the seal, the first end of the second 
linkage being pivotally coupled to an intermediate member, the 
intermediate member being coupled with the wireline coupler. 
In accordance with another aspect of the invention, the apparatus further 
comprises a roller rotatably coupled to the second ends of the first and 
second linkages. 
In accordance with another aspect of the invention, the first recess 
comprises a shoulder surface for receiving and retaining the second ends 
of the first and second linkages. 
In accordance with another aspect of the invention, each of the first and 
second linkages have a longitudinal axis between the respective first and 
second ends, the angle between the longitudinal axes of the first and 
second linkages being about 86-91 degrees when the first latch is in the 
deployed position. 
In accordance with another aspect of the invention, the intermediate member 
is coupled to the wireline coupler by way of the second latch. 
In accordance with another aspect of the invention, the intermediate member 
is coupled to the wireline coupler by way of the second latch and a 
spring. 
In accordance with another aspect of the invention, the intermediate member 
is coupled to the bypass member by way of a pin and slot arrangement, with 
the slot being oriented so as to permit the pin to alternately traverse 
towards the first and second ends of the probe. 
In accordance with another aspect of the invention, the second latch 
comprises third and fourth linkages, each of the third and fourth linkages 
having a first end and a second end, with the second ends of the third and 
fourth linkages being pivotally coupled together, the first end of the 
third linkage being pivotally coupled to the bypass member, the first end 
of the fourth linkage being pivotally coupled to the wireline coupler. 
In accordance with another aspect of the invention, the information 
gathering member comprises a pressure sensing instrument. 
In accordance with another aspect of the invention, the information 
gathering member comprises a sampling chamber. 
The invention also provides an apparatus for testing the production 
capability of a well extending from the surface of the earth into a 
formation. The apparatus has a tubing extending along the inside of the 
well from the surface to the formation, the tubing having an interior 
passage therein, which passage extends from the surface to the formation. 
The tubing having a packer at a location above the formation. The tubing 
having a nipple therein, the nipple located above the packer. The interior 
passage passing through the nipple. The nipple having two recesses in the 
interior passage, the recesses being longitudinally spaced apart from each 
other. The nipple having a seat in the interior passage. A probe having a 
seal that is structured and arranged to engage the nipple seat. The probe 
having an information gathering member located so as to be exposed to 
fluid from the formation when the seal engages the nipple seat. The probe 
comprising a bypass member that extends through an interior of the seal, 
the bypass member having a bypass passageway, the bypass member being 
moveable relative to the seal between an open position and a closed 
position, with the bypass passageway allowing fluid in the interior 
passage to flow past the seal when the bypass member is in the open 
position, and with fluid in the interior passage being prevented from 
flowing past the seal when the bypass member is in the closed position. 
The probe comprising first and second latches, the first latch being 
connected to the seal, the second latch being connected the bypass member, 
the first latch being structured and arranged to be received by one of the 
recesses in the nipple and the second latch being structured and arranged 
to be received by the other of the recesses in the nipple, each of the 
first and second latches being moveable between a deployed position, 
wherein the respective first or second latch is received by the respective 
recess in the nipple, and a stowed position, wherein the respective first 
or second latch is clear of the respective recess so as to allow the probe 
to traverse through the interior passage, the distance between the two 
recesses in the nipple being smaller than the distance between the first 
and second latches when the first and second latches are in the stowed 
position. 
In accordance with one aspect of the invention, the tubing comprises a 
drill stem. 
In accordance with another aspect of the invention, the tubing comprises 
production tubing. 
The invention also provides a method of testing the production of a well, 
the well extending from the surface of the ground into a formation, the 
well having a length of tubing from the surface to the formation, the 
tubing having an interior passage therein, which interior passage 
communicates with the formation, the well being packed off in an annulus 
around the tubing at a location that is above the formation, wherein fluid 
from the formation is allowed to enter the interior passage of the tubing. 
The method comprises dropping a probe inside of the interior passage, the 
probe having a seal and a bypass around the seal. The probe seal is seated 
into a portion of the tubing. The seal is latched in place by deploying a 
first latch on the probe so as to engage the tubing. The bypass is closed 
around the seal. The bypass is latched in a closed position by deploying a 
second latch on the probe so as to engage the tubing, wherein the well is 
shut in. The second latch is unlatched from the tubing. The bypass is 
opened around the seal so as to open the well. Pressure across the seal is 
equalized through the bypass. The first latch is unlatched from the 
tubing. The seal is unseated from the tubing. The probe is retrieved to 
the surface. 
In accordance with one aspect of the invention, the probe is provided with 
instrumentation and while the well is shut in, well phenomena is monitored 
with the instrumentation. 
In accordance with another aspect of the invention, the top end of the 
probe is provided with a weight. After the probe seal seats into a portion 
of the tubing, the weight is driven down so as to deploy the first latch 
on the probe. After deploying the first latch on the probe, the weight is 
continued to be driven down so as to close the bypass and deploy the 
second latch on the probe. 
In accordance with another aspect of the invention, the step of dropping a 
probe inside of an interior passage further comprises the step of 
connecting a wireline to the probe and dropping the probe with the 
wireline inside of the interior passage. The wireline is maintained in 
connection with the probe. The step of unlatching the second latch from 
the tubing further comprises the step of picking up with the wireline a 
predetermined distance. The step of unlatching the first latch from the 
tubing further comprises the step of picking up with the wireline a 
further distance. 
In accordance with another aspect of the invention, the method occurs 
during a shut-in period of a drill stem test. After the well is opened by 
opening the bypass, the well is allowed to flow for a period of time. 
With the present invention, pressure measurements, fluid samples, and other 
information about a well can be obtained inexpensively, quickly and 
without interrupting an ongoing test. With a mechanical version of the 
probe, expensive electrical wireline equipment is not required, yet 
results of the test can be obtained quickly. The probe is left downhole 
only as long as necessary to shut in the well. The probe, with its 
information, is retrieved to the surface during flow periods. The probe 
can be implemented using an electrical wireline if so desired. 
The probe works as part of the test. In a typical drill stem or production 
well test, the well is shut in to allow the build up of formation 
pressures. The well is shut in by the probe seating in the nipple. 
Unseating the probe allows the well to flow. During the flow period the 
probe can be brought to the surface to analyze the information. The probe 
can be dropped back in the well for continued repetitions of the shut-in 
and flow cycles. Because the nipple is located near the formation, the 
entire string of tubing up to the surface need not be pressurized. This 
speeds the test in a production well 
Crooked boreholes can be tested with the invention. Unlike conventional 
testing tools, rotary movement of the drill stem is not required to shut 
in the well. Instead, the well is shut in and opened with up and down 
(vertical) movements.

DESCRIPTION OF THE PREFERRED EMBODIMENT 
In FIG. 1, there is shown a cross-sectional view of an oil or gas well. The 
well has a borehole 11 that extends from the surface 13 to an earth 
formation 15. The formation is of interest for its potential oil or gas 
production capability. 
In order to determine the production capability of the formation 15, a 
drill stem test is conducted. The test uses a drill stem 17 that extends 
from the surface 13 inside of the borehole 11 to the formation 15. Located 
in the borehole 11 is a test tool 19. The test tool 19 remains in the 
borehole for the duration of the test. 
In a conventional drill stem test, a pressure recorder 27 is located in the 
drill stem. The pressure recorder typically records formation pressure on 
a chart. The pressure recorder 27 is seated inside of an anchor 25 below a 
packer 31 and therefore remains downhole for the duration of the test. 
(Another pressure recorder is typically provided in a bomb carrier above 
the packer. This recorder also remains downhole for the duration of the 
test.) The drill stem test includes several shut-in and flow periods. In 
order to retrieve the pressure recorder, the entire drill stem 17 must be 
pulled to the surface 13. 
The present invention uses a data probe 21 that traverses up and down 
inside of the drill stem 17. The data probe seats inside of a nipple 23 
that is located above the formation 15. By seating the data probe 21 
inside of the nipple 23, the well becomes shut-in. The data probe 21 
contains instrumentation (such as a pressure recorder) as well as a 
sampling chamber. When the time arrives to open the well for a flow 
period, the data probe is released from the nipple 23. This opens the 
drill stem to fluid (liquid or gas) flow from the formation and also 
allows the data probe to be retrieved to the surface. The drill stem test 
continues unhindered while the data probe is retrieved and its recorded 
information and fluid sample are analyzed. If the well is producing salt 
water, or has other indications of unproductiveness (such as depleted 
pressures), then the drill stem test can be halted at that time. This 
saves time and thereby reduces the expenses of drilling. If the well shows 
promise, then the drill stem test can be continued, using either the data 
probe to shut-in the well for the second and subsequent shut-in periods, 
or using the conventional downhole four phase tool which is in the test 
tool 19. 
To conduct a drill stem test, the well is readied by lowering a length of 
drill stem 17 therein. At the bottom end of the drill stem 17 is an anchor 
25. The anchor 25 is an extra heavy pipe that is perforated 29 to allow 
fluid from the formation to enter the drill stream. The perforations 29 
are small enough to prevent large cuttings from entering the drill string. 
Inside of the anchor 25 is the pressure recorder 27 for recording various 
parameters such as pressure and temperature. Located above the anchor is 
the packer 31. Located above the packer is a safety joint (not shown) and 
the test tool 19. The test tool 19 has a four phase tool and a hydraulic 
tool therein. The anchor 25, the pressure recorder 27, the packer 31, and 
the test tool 19 are all conventional and commercially available. Located 
above the test tool 19 is a bomb chamber or carrier, the nipple 23, drill 
collars 35, and drill pipe 37. The drill pipe 37 extends all the way to 
the surface 13. The drill stem includes all of these components 25, 31, 
19, 33, 23, 35, and 37. An interior passage 39 is provided inside of the 
drill stem 17, and extends from the surface 13 down into the anchor 25, 
where the passage communicates with the perforations 29. 
There is provided surface equipment, which includes a derrick (not shown), 
a lubricator 41, wireline equipment, such as sheaves 43 and a drum (not 
shown), and a wireline measuring device 45. The lubricator 41 is located 
at the top of the drill pipe 37. A valve 47 is provided between the 
lubricator 41 and the drill stem 17. The interior of the lubricator 41 
communicates with the passage 39. 
The data probe 21 is lowered and raised within the drill stem 17 by a 
wireline 53. The wireline 53 can be either a slickline (mechanical cable) 
or an electrical line (with a mechanical cable and electrical conductors). 
If an electrical wireline is used, then data can be sent from the data 
probe up to the surface over the electrical line. If an electrical 
wireline is used, the data probe can be left downhole for the duration of 
the test. The data probe is manipulated to alternatively open and shut-in 
the well, in a manner to be described hereinafter. 
The specifics of the data probe 21 and the nipple 23 will now be discussed. 
As used herein, the terms "upper", "lower", "above", and "below" refer to 
the orientation of the equipment in the borehole 11 and shown in the 
drawings. 
As shown in FIG. 2, the data probe 21 includes packing 55, latches 57A, 
57B, and an instrumentation carrier 59. 
Referring to FIG. 5, the packing 55 of the data probe 21 engages a packing 
seat 61 on the nipple 23 to seal off the passage 39 inside of the drill 
stem. Once a seal is made between the data probe 21 and the nipple 23, 
fluid cannot be produced up past the nipple. (Referring to FIG. 1, the 
annulus around the drill stem 17 is sealed off by the packer 31. The 
packing 55 (see FIG. 5) seals the inside of the drill stem 17.) The 
latches 57A, 57B of the data probe engage the nipple 23 so as to maintain 
the data probe in place inside of the nipple, even under pressure. Once 
the packing 55 forms a seal with the nipple 23, the fluid from the 
formation will exert pressure on the bottom of the data probe. The latches 
57A, 57B resist this fluid pressure to maintain the seal. 
The instrumentation carrier 59 is located beneath the packing 55 so as to 
be exposed to the formation fluid 62. The instrumentation carrier 59 
contains instrumentation (such as a pressure recorder and/or a temperature 
recorder) and a fluid sample chamber. 
The nipple 23 will now be described in more detail, followed by a more 
detailed description of the data probe 21. Referring to FIGS. 2 and 3, the 
nipple 23 has an interior passage 39A located therein. The interior 
passage 39A forms a part of the overall interior passage 39 (see FIG. 1) 
of the drill stem 17. The interior passage 39A includes an upper portion 
63A, the packing seat 61, and a lower portion 63B. The nipple 23 has a top 
end 64 and a bottom end 65, which are threaded so as to couple to other 
elements of the drill stem. The top end 64 is coupled to a drill collar 
35, while the bottom end 65 is coupled to the chamber 33. Located near the 
bottom end 65, in the interior passage 39A, is the packing seat 61. The 
packing seat 61 is a polished cylindrical surface. Below the packing seat 
61 is a shoulder 67 (see FIG. 5) that projects inwardly and that merges 
with the lower portion 63B of the interior passage 39A. The inside 
diameter of the packing seat 61 is larger than the inside diameter of the 
lower portion 63B of the interior passage 39A. The inside diameter of the 
packing seat 61 is smaller than the inside diameter of the upper portion 
63A of the interior passage 39A. 
Located above the packing seat 61 in the interior passage 39A is a lower 
latch groove 69. Located above the lower latch groove 69 is an upper latch 
groove 71. Each groove 69, 71 represents an increase in the diameter of 
the interior passage 39A of the nipple 23. The grooves 69, 71 receive the 
latches 57A, 57B of the data probe. Each groove extends around the entire 
circumference of the interior passage 39A. The grooves 69, 71 are 
substantially similar to each other. The description that follows is 
applicable to both the lower and the upper grooves 69, 71. Referring to 
FIG. 7, which shows a close up cross-section of the lower groove 69 the 
lower end of each groove has a frusto-conical surface 73. The upper end of 
the frusto-conical surface merges with a cylindrical surface 74, which in 
turn merges with a shoulder 75. The shoulder 75 is located in the upper 
end of each groove and merges with a chamfered or bevelled surface 77, 
which chamfered surface merges with the cylindrical surface forming the 
interior passage 39A. (Two variations in the lower groove are shown in 
FIGS. 5 and 7. In FIG. 5, the cylindrical surface 74 is longer than the 
cylindrical surface 74 in FIG. 7. Thus, the lower groove can be made 
longer or shorter.) The shoulder 75 in each groove is oriented 90 degrees 
to the longitudinal axis of the nipple. 
For machining purposes, the nipple 23 may be divided by a transverse joint 
in the middle, so as to allow boring of the grooves 69, 71. 
The specifics of the data probe will now be described with reference to 
FIG. 2. The data probe 21 has a traveling shaft 79. The traveling shaft 79 
forms a mandrel for the latches 57A, 57B and the packing 55 of the data 
probe. In addition, the traveling shaft provides a bypass 89 around the 
packing 55. The traveling shaft also provides a mount for the 
instrumentation carrier 59. 
The traveling shaft 79 has an upper end 81 and a lower end 83. Attached to 
the upper end 81 of the traveling shaft 79 is a head bolt 85. The upper 
end of the bolt 85 has a flange 87. The head bolt 85 extends 
longitudinally from the upper end 81 of the traveling shaft. The 
instrumentation carrier 59 is attached to the lower end 83 of the 
traveling shaft 79. The traveling shaft 79 has a bypass passageway 89 near 
its lower end 83. The bypass 89 has lower ports 91 and upper ports 93. 
Located above the upper ports 93 are circumferential grooves, which 
receive O-rings 95. 
The latch mechanism of the data probe will be described next. The latch 
mechanism actuates the latches 57A, 57B and includes a wireline retrieval 
head 101, upper and lower toggle latches 57A, 57B and upper and lower 
skirts 103, 105. 
The wireline retrieval head 101 is located at the upper end 81 of the 
traveling shaft 79. The wireline retrieval head 101 has a bore 107 that 
opens at the lower end 109 of the head 101. Near the bore opening 109 is a 
shoulder 111 that cooperates with the flange 87 of the head bolt 85. Thus, 
the wireline retrieval head 101 can move longitudinally along the shank 
113 of the head bolt 85. However, movement of the retrieval head 101 is 
limited in the up direction by the flange 87 and the shoulder 111, while 
movement of the retrieval head 101 is limited in the down direction by the 
end 115 of the bore 107 abutting the bolt 85. The upper end 117 of the 
wireline retrieval head 101 is coupled to an end of the wireline 53. If 
additional weight is required, then sinker bars can be coupled to the 
wireline retrieval head 101. 
Located around the traveling shaft 79 are a ring 119, the upper skirt 103, 
and the lower skirt 105. Each of the ring 119 and the upper and lower 
skirts 103, 105 is cylindrical. The ring 119 is located near the upper end 
81 of the traveling shaft 79. The upper toggle latches 57A are coupled to 
the wireline retrieval head 101 and the ring 119. The ring 119 is 
threadingly coupled to the traveling shaft 79 so as to move in unison 
therewith. Located below the ring is a helical coil spring 121, followed 
by the upper skirt 103. The lower skirt 105 is located below the upper 
skirt 103. The lower toggle latches 57B are coupled to the upper and lower 
skirt 103, 105. The upper and lower skirts 103, 105, and the spring 121 
can slide up and down along the traveling shaft 79. 
The upper and lower toggle latches 57A, 57B move between two positions, 
namely the stowed position and the deployed position. The toggle latches 
57A, 57B are shown in the stowed position in FIG. 2. In the stowed 
position, the toggle latches 57 are pulled in close to the traveling shaft 
79. With the toggle latches in the stowed position, the data probe 21 can 
move up and down inside of the drill stem 17. The toggle latches 57A, 57B 
are shown in the deployed position in FIG. 4. The deployed position is 
used to lock the data probe 21 in place relative to the nipple 23. 
The latches 57A, 57B are substantially similar to each other. Referring to 
FIG. 7 each latch 57A, 57B includes an upper linkage bar 123 and a lower 
linkage bar 125. (FIG. 7 illustrates only the lower toggle latch 57B.) One 
end of the upper linkage bar 123 is pivotally coupled to one end of the 
lower linkage bar 125, so as to form an elbow 127. The other end 131 of 
the upper linkage bar 123 is pivotally coupled to either the upper skirt 
103 or the wireline retrieval head 101. Specifically, in each upper toggle 
latch 57A, the other end 131 of the upper linkage bar 123 is pivotally 
coupled to the lower end of the wireline retrieval head 101 (see FIG. 2). 
In each lower toggle latch 57B, the other end 131 of the upper linkage bar 
123 is pivotally coupled to the lower end of the upper skirt 103 (see FIG. 
7). Likewise, the other end 133 of the lower linkage bar 125 is pivotally 
coupled to either the ring 119 or the lower skirt 105. Specifically, in 
the upper toggle latch 57A, the other end 133 of each of the lower linkage 
bars 125 is pivotally coupled the ring 119 (see FIG. 2). In the lower 
toggle latch 57B, the other end 133 of each of the lower linkage bars 125 
is pivotally coupled to the upper end of the lower skirt 105 (see FIG. 7). 
Notches 135 for receiving the respective ends of the linkage bars 123, 125 
are formed in the lower end of the wireline retrieving head 101, the upper 
end of the ring 119, the lower end of the upper skirt 103, and the upper 
end of the lower skirt 105. The pivotal coupling can be accomplished by 
way of pins 129. 
In the preferred embodiment, the elbow of each latch 57A, 57B has a roller 
137 thereon. The latches need not be provided with rollers. However, the 
roller eases the deployment of the latch into and out of the respective 
groove. The roller 137 is interposed between the two linkage bars 123, 
125. 
In the preferred embodiment, there are two upper toggle latches 57A and two 
lower toggle latches 57B (see FIG. 2). The two upper toggle latches are 
spaced 180 degrees apart from each other. The two lower toggle latches are 
also spaced 180 degrees apart from each other. Each set of upper and lower 
latches can include less than or more than two latches. 
Each linkage bar 123, 125 has a longitudinal axis that extends between its 
pivot points. The angle between the longitudinal axes of the upper and 
lower linkage bars varies in accordance with position of the latch. 
Referring to FIG. 7, when the latch in the stowed position, the angle 
between the upper and lower linkage bars 123, 125 is slightly less than 
180 degrees (for example, 168-175 degrees). The latch is thus bowed 
slightly outward towards the nipple 23. This slight bowing insures that 
the latch does not jam upon deployment. Referring to FIG. 10, when the 
latch is in the deployed position, the angle between the upper and lower 
linkage bars 123, 125 is about 86-91 degrees (in the preferred embodiment, 
the angle is about 89 degrees). 
Referring to FIG. 2, the spring 121 between the ring 119 and the upper 
skirt 103 serves to act as a shock absorber while transferring forces 
between the latches 57A, 57B. The respective ends of the spring are 
coupled to the ring and the upper skirt. 
The upper skirt 103 is provided with a longitudinal slot 139 (shown in 
dashed lines in the cross-sectional views) along a portion of its length. 
The slot is located between the latches 57B. The slot 139 receives a shear 
pin 141, which pin is coupled to the traveling shaft 79. The pin 141 
allows limited longitudinal movement between the traveling shaft 79 and 
the upper skirt 103. 
The lower end portion of the lower skirt 105 has ports 143 therein. These 
ports are arranged so as to be selectively aligned with the upper bypass 
ports 93 of the traveling shaft 79. The ports are located above the 
packing 55 of the data probe 21. 
The packing 55 of the data probe will now be described with reference to 
FIG. 5. The packing 55 is located around the lower end of the lower skirt 
105. The lower skirt 105 has a shoulder 145 that is located below the 
bypass ports 143. The packing 55 abuts against this shoulder 145. A 
packing gland 147 is below the packing 55. The packing gland 147 forms a 
shoulder 149 that seats onto the packing seat 61. A packing nut 151 is 
threaded onto the lower end of the lower skirt 105. The packing nut 151, 
in accordance with conventional practice, secures the packing 55 and the 
packing gland 147 onto the lower skirt. 
The instrumentation carrier 59 is cylindrical. In FIGS. 2-4, only the upper 
end of the instrumentation carrier is shown. The upper end of the 
instrumentation carrier 79 threads onto the lower end of the traveling 
shaft 79. Thus, the instrumentation carrier 59 moves in unison with the 
remainder of the data probe as it moves up and down the drill stem. The 
instrumentation carrier has recorders located therein. There is a pressure 
recorder 153 and, if desired, a temperature recorder. The pressure 
recorder 153 has a pressure sensor that is exposed to the fluid in the 
drill stem. The recorded information can be accessed when the data probe 
is retrieved to the surface. Alternatively, a transmitter and an 
electronic wireline can be provided, wherein the information is 
telemetered to the surface while the instrumentation carrier stays down 
hole. Although pressure and temperature sensors have been described 
herein, other sensors can be utilized. The instrumentation carrier 59 also 
has a fluid reservoir 157 for retrieving a sample. 
The operation of the data probe 21 will now be described. Referring to FIG. 
1, the drill stem 17, with the nipple 23, is installed into the borehole 
11 in accordance with conventional practice. The four phase tool is 
lowered in the open position, while the hydraulic tool is lowered in the 
closed position. Then, weight is applied to the drill stem 17 to set the 
packers 31 to isolate the formation from the drilling fluid. 
The application of weight to the drill stem 17 also results in the opening 
of the hydraulic tool, wherein fluid from the formation flows up into the 
drill stem passage 39. This is the initial flow period and generally lasts 
10-30 minutes. 
After the initial flow period is the initial shut-in period. Using 
conventional techniques, the well would be closed or shut-in by rotating 
the drill stem five clockwise revolutions. This would close off the four 
phase tool (located inside of the test tool 19), wherein fluid from the 
formation would cease flowing into the drill stem. 
However, the present invention provides an alternate way to shut-in the 
well, using the data probe 21. The data probe 21 is inserted into the 
drill stem 17 by way of the lubricator 41. Then, the data probe is lowered 
by the wireline 53 into the well inside of the drill stem passage 39. The 
well is shut-in by seating and latching the data probe 21 inside of the 
nipple 23. When the data probe 21 is seated in the nipple 23, the 
instrumentation carrier 59 is exposed to the formation fluid 62. 
Therefore, while the well is shut-in, pressure, temperature, and other 
desired information is recorded by the instrumentation in the 
instrumentation carrier 59. 
The specifics of seating and latching the data probe 21 into the nipple 23 
will now be discussed. When the data probe 21 is lowered in the drill stem 
17, the latches 57A, 57B are in the stowed position and the data probe is 
configured as shown in FIG. 2. With the latches in the stowed position, 
the data probe can be easily be run up and down inside of the drill stem 
passage 39. 
Information on the depth and type of fluid can be obtained during the 
descent of the data probe 21 in the drill stem (see FIG. 1). During the 
initial flow period, fluid will have traveled up the drill stem to a 
location above the nipple 23. As the data probe drops through the upper 
reaches of the drill stem, its speed of the descent will be relatively 
fast, because the data probe is traveling through gas (such as air or 
natural gas). The data probe will suddenly slow down when it contacts the 
top 62A of the fluid column inside of the passage 39. This is evident to 
the wireline operator on the surface by the slackening of the wireline 53. 
The wireline operator can determine, from the wireline counter 45, the 
depth of the fluid level from the surface. This information is useful for 
indicating formation pressures. In addition, the operator is able to 
approximate the type of fluid that has been produced in the drill stem by 
the amount of slack produced in the wireline as the data probe initially 
contacts the fluid. A hard fluid, such as water, produces more slack in 
the wireline than a softer fluid, such as oil. Also, if the data probe 
drops erratically once it has encountered fluid, then the fluid is likely 
to contain pockets of gas. 
As the data probe 21 nears the nipple 23, the operator slows the speed of 
the descent. Referring to FIGS. 2 and 6, the data probe 21 enters the 
nipple 23 and the packing 55 seats in the nipple packing seat 61 and the 
packing gland 147 seats on the shoulder 67. 
Once the packing gland 147 seats against the nipple shoulder 67, downward 
travel of the lower skirt 105 is almost completely halted. Therefore, the 
continued downward momentum of the wireline retrieval head 101 (which can 
be supplemented with sinker bars) pushes the upper skirt 103 down. This 
downward force is transmitted from the wireline retrieving head 101 to the 
upper skirt 103 by way of the upper toggle latches 57A (which are not yet 
aligned with the upper latch groove 71 and are thus prevented from 
deploying) and the spring 121 (which is relatively stiff). The downward 
movement of the upper skirt 103 relative to the lower skirt 105 causes the 
lower toggle latches 57B to deploy outwardly. 
Referring to FIGS. 7-10, the deployment of the lower toggle latches 57B 
will be described. (In FIGS. 7-10, although only a lower toggle latch 57B 
is shown, the illustration is also representative of an upper toggle latch 
57A) In the orientation of FIGS. 7-10, downhole is to the left, while 
uphole is the right. In FIG. 7, the packing has just seated in the nipple 
23. This anchors the lower end 133 of the lower linkage bar 125. As 
downward force is exerted by the weight of the head 101 on the upper skirt 
103, the upper end 131 of the upper linkage bar 123 is forced downwardly. 
This forces the roller 137 to deploy outwardly, away from the traveling 
shaft 79, as shown in FIG. 8. The roller 137 contacts the chamfered 
surface 77 just above the shoulder 75. Continued downward force by the 
head 101 against the latches compresses the packing and removes all slack 
(see FIG. 9). This also causes the lower end 133 of the lower linkage bar 
125 to move downward slightly, wherein the roller 137 clears the chamfered 
surface 77 and contacts the shoulder 75. The latch becomes fully seated as 
shown in FIG. 10 when continued downward force by the wireline retrieval 
head 101 (FIG. 3) pushes the upper end 131 of the upper linkage bar 123 
down, thereby forcing the roller 137 out and against the wall 74 of the 
groove 69. The latch 57B is now fully deployed and seated against the 
shoulder surface 75 of the groove 69. The data probe 21 is partially 
latched to the nipple 23, as shown in FIG. 3. The packing 55 is fully 
latched to the nipple. 
Continued downward force by the head 101 closes the bypass 89 and deploys 
the upper latches 57A. As the wireline retrieval head 101 is forced down 
by its momentum, the ring 119 and the traveling shaft 79 are pushed down 
in unison. The upper latches 57A are prevented from deploying because they 
are not yet aligned with the groove 71. Consequently, the upper latches 
57A push the ring 119 and traveling shaft 79 down. Downward travel of the 
traveling shaft 79 causes the upper ports 93 of the bypass 89 and the 
o-rings 95 to move down below the ports 143, as shown in FIG. 5. This 
shuts in the well. 
The bypass 89 is retained in the closed position of FIG. 5 by the upper 
latches 57A. The upper toggle latches 57A are deployed in much the same 
way as are the lower toggle latches 57B. As the bypass 89 is closed by 
downward movement, the rollers 137 of the upper toggle latches 57A descend 
within the nipple passage 39A and become aligned with the chamfered 
surface of the upper groove 71. Further downward motion of the lower 
linkage bars, the ring 119 and the traveling shaft 119 is allowed by the 
spring 121. The wireline retrieval head 101 continues to exert downward 
force on the upper linkage bars of the upper toggle latches 57A, causing 
deployment of the upper toggle latches into the upper groove 71. 
The data probe 21 is now latched in place inside of the nipple 23, as shown 
in FIG. 4. The data probe remains latched in place by maintaining the 
weight of the wireline retrieval head 101 on the upper toggle latches 57A. 
The distance between the shoulders 75 in the two grooves 69, 71 is less 
than the distance between the rollers 137 of the upper and lower latches 
57A, 57B, as can be seen in FIG. 2. This difference in distances provides 
that the upper latches deploy sequentially with respect to the lower 
latches. The lower latches 57B deploy first, followed by the deployment of 
the upper latches 57A. The upper latches are unable to be deployed until 
the lower latches deploy, due to the upper latches not yet being aligned 
with the upper groove 71. 
Moving the traveling shaft 79 down to close the bypass causes the pin 141 
to move down in the slot 139 (see FIG. 4). The pin 141 is coupled to the 
traveling shaft 79, while the slot 139 is formed in the lower skirt 105. 
The pin and slot arrangement is used to unlatch the lower toggle latches 
57B, as will be discussed hereinafter. 
At this stage, the well is completely shut-in. Fluid 62 pressure is allowed 
to increase for the shut-in period. 
The instrumentation carrier 59 is located in the bomb chamber 33 just below 
the packing 55. Consequently, the carrier 59 is immersed in the fluid 62 
and is subjected to formation pressures. This allows the formation fluid 
pressure to be recorded. Also, a portion of the fluid 62 enters the 
sampling chamber 157 (see FIG. 5). 
The data probe 21 is capable of withstanding large formation pressures. 
Referring to FIGS. 5 and 11, the pressure from the formation attempts to 
push the packing, the lower skirt 105 and the traveling shaft 79 up the 
drill stem. This fluid pressure force (shown as "A" in FIG. 11) is 
vectored (shown as "B") along the longitudinal axis of the lower linkage 
bar 125 of each of the lower toggle latches 57B. In addition, this fluid 
pressure force is opposed by the downward force of the wireline retention 
head 101 and its weight, which downward force is vectored (shown as "C") 
along the longitudinal axis of each of the upper linkage bars 123 of the 
lower toggle latches 57B. The resultant force of forces "B" and "C" is 
shown as "D" in FIG. 11. This resultant force "D" is directed into the 
corner of surfaces 74, 75 and well away from the passage 39. Consequently, 
the lower toggle latches 57B will not accidently slip out of the groove 
69. The upper toggle latches are 57A are similarly configured in order to 
prevent accidental unlatching by pressure acting on the traveling shaft 
79. 
The shut-in period of the well is followed by either a flow period, or the 
end of the test. In either circumstance, the pressure on the uphole and 
downhole sides of the packing 55 (see FIG. 5) should be equalized before 
retrieving the data probe. Equalization of pressure occurs with the bypass 
89. To equalize the pressure, the wireline operator picks up on the 
wireline 53 until the weight indicator shows some gain. Then, the wireline 
operator picks up on the wireline a few inches. This action lifts the 
wireline retrieval head 101 a few inches (see FIGS. 3 and 4). This 
unlatches the upper latches 57A by pulling upwardly on the upper linkage 
bar 123 of each latch (see FIGS. 10 and then 9). As the upper linkage bar 
123 is pulled up, the roller 137 moves in towards the traveling shaft and 
out of the nipple groove (see FIGS. 8 and 7). The latches are now in the 
stowed position as shown in FIG. 7. 
When the upper latches 57A become stowed, any continued upward movement by 
the wireline retrieval head 101 will be transmitted through the upper 
latches to the ring 119. Consequently, continued upward movement of the 
head 101 pulls up on the ring 119, thereby raising the traveling shaft 79. 
This opens the bypass 89 by aligning the upper ports 93 with the ports 143 
of the lower skirt 105 (see FIG. 6) 
Opening the bypass allows pressure across the packing 55 to equalize. Fluid 
flows from the downhole side of the data probe to the uphole side through 
the bypass 89, through the annulus between the data probe 21 and the 
nipple 23, and up towards the surface 13 inside of the drill stem passage 
39. An immediate blow will be indicated at the surface therefore assuring 
successful opening of the bypass 89. 
Lifting the wireline retrieval head 101 a few inches to open the bypass 89 
also moves the pin 141 to the top of the slot 139. Thus, any further 
upward movement of the traveling shaft 79 will also raise the upper skirt 
103. 
After the pressure across the data probe has equalized, the wireline 
operator picks up the wireline 53, which raises the wireline retrieval 
head 101. This pulls the traveling shaft 79 up (by the upper latches 57A 
and the ring 119). The traveling shaft 79 pulls the upper skirt 103 up (by 
the pin 141 acting the upper end of the slot 139). Moving the upper skirt 
up unlatches the lower toggle latches 57B. The lower toggle latches are 
unlatched as follows (see FIGS. 7-10 in reverse order): the upper skirt 
103 pulls the upper ends 131 of the upper linkage bars 123 up. This pulls 
the rollers 137 out of the groove 69 to unlatch the lower toggle latches 
57B. The upward tension on the spring 121 before the pin 141 touches the 
top of the slot 139 assists in unlatching the lower latches 57B. 
The pin 141 is useful in case the data probe 21 becomes stuck in the hole. 
Lifting with the wireline can produce sufficient force to shear the pin 
141 inside of the slot. The allows the retrieval of the head 101, the 
upper latches 57A, the traveling shaft 79, and the instrumentation carrier 
59, to the surface. In this manner the information can at least be 
retrieved from downhole. The skirts 103, 105, the lower latches 57B, and 
the packing 55 is left downhole for subsequent retrieval when the drill 
string is pulled from the hole. 
The data probe 21 is now completely unlatched from the nipple 23. The well 
begins a flow period, wherein fluid from the formation flows up into the 
drill stem. During this flow period of the drill stem test, the data probe 
21 is retrieved to the surface (the nipple 23 remains downhole with the 
rest of the drill stem 17). At the surface, the data probe reenters the 
lubricator 41 (see FIG. 1). The valve 47 below the lubricator is closed 
and the data probe is retrieved from the lubricator. 
The pressure and other recorded information is retrieved from the 
instrumentation carrier 59 for analysis. In addition, the fluid sample is 
obtained from the instrumentation carrier 59. Based upon this recorded 
information and sample, the drill stem testing can either be continued or 
terminated. If the results from the data probe look promising, the drill 
stem test can be continued, wherein additional shut-in and flow periods 
are made. The data probe 21 can be dropped down the drill stem to seat in 
the nipple 23 in order to shut-in the well for the next shut-in period. 
Alternatively, the well can be shut-in and reopened using the conventional 
four phase tool in the test tool 19. Occasionally, the results from the 
data probe 21 show a well with high productivity, wherein further testing 
is deemed unnecessary. Instead of waiting for the drill stem test to run 
its course, the well can be completed right then. This saves time, thereby 
making the well more economical to drill. Sometimes, the results from the 
data probe 21 shows a well with little or no commercial productivity (such 
as salt water production). The drill stem test can be immediately 
terminated and the zone of interest is condemned. The decision can be made 
to drill deeper or to plug the well. This saves drilling costs that would 
ordinarily be incurred for a worthless zone or well. 
The invention has so far been described in conjunction with the drilling of 
wells. However, the invention can also be used in producing wells. From 
time to time, it is desirable to test the production of a producing well. 
During such a production test, the well is shut-in and the formation 
pressure is allowed to increase. The increase in pressure provides useful 
information on the production capabilities of the well. 
In FIG. 12, there is shown a view of a producing well 161. The well 161 
extends in the formation of interest 15. Production equipment is in place. 
This equipment includes casing 163. The casing is perforated 165 at the 
formation 15. A packer 167 isolates the formation 15. The nipple 23 is 
located above the packer 167. Located above the nipple 23 is a standard 
seating nipple 169 found in many producing wells. A string of tubing 171 
extends from the standard nipple 169 to the surface 13. A well head 173 
and other equipment is also provided. The nipple 23 is installed downhole 
when the well is completed or when the tubing string is pulled. 
During a production test, the data probe 21 is inserted into the well via a 
lubricator 175. A wireline 53 is used to raise and lower the data probe 
21. 
The data probe 21 can be used to shut-in the production well and acquire 
pressure data. The data probe 21 is dropped down inside the tubing on a 
wireline 53. It seats inside of the nipple 23, as discussed hereinbefore. 
Once the data probe is seated, the well is shut-in from a downhole 
location. Formation fluid pressure is allowed to build, which build up is 
recorded by the data probe instrumentation. 
The well need only be shut-in for a relatively short time (for example, 24 
hours) compared to conventional production well testing. Because the well 
is shut-in from a downhole location close to the formation, the entire 
column of tubing 171 need not be pressurized by the formation fluid, as 
with conventional testing. Therefore, use of the data probe in a 
production well test saves time. 
After the well has been shut-in for a suitable period of time, the data 
probe is released from the nipple 23, as discussed hereinbefore. The data 
probe is then retrieved to the surface, for analysis of the data. 
With the exception of the seals, which are made of rubber, the nipple and 
the probe are made of metal. 
The foregoing disclosure and the showings made in the drawings are merely 
illustrative of the principles of this invention and are not to be 
interpreted in a limiting sense.