Patent Description:
A number of specialised pieces of equipment are used for lifting rod, pipe tube and casing to and from wells, in and out of wells, and in the making or breaking of rod strings. These specialised pieces of equipment include elevators of various types including sucker rod elevators, tube elevators, rod elevators, pipe elevators casing elevators, double/centre latch drill pipe elevators and side door elevators. The elevators are used for raising and lowering the string in the well and for adding or removing rod, tube or casing to the string. Power tongs are typically used for spinning and make & break functions to connect and disconnect the rod, pipe, tube, casing to and from the string. Generally, elevators are configured to engage with an outer surface of the tube or rod. The elevators may have jaws or other similar mechanisms to prevent the tube or rod from falling out of the elevator.

During drilling, workover, completions, maintenance and repair works, a drill rig, flushby rig, workover rig or other rig or apparatus may be used to trip casing, drill pipe, tubing and sucker rods into or out of a well. Currently tripping operations are typically not hands-free. This means that the tripping process requires rig personnel to handle the rod, pipe, tube, casing and the make & break and spinning equipment to make the connections of additional rod, tubing and casing to the string, individually or in combination of any of the aforementioned operations. Breaking and spinning off the rod, pipe, tube or casing from the string can place the rig personnel in harm's way, and can lead to injuries which can be fatal.

<CIT> discloses a means for locking a screw threaded connection between a head piece and a drill stem or bore rod used in drilling operations for petroleum or oil. It relies on frictional contact to achieve a locking effect. It employs a the spindle with threaded screws with a substantially conical abutment <NUM> that engages with a shoulder <NUM> in the bore of the bore rod. The head piece <NUM> is first screwed in so that it is engaged with the main screw thread <NUM>. The spindle <NUM> is then subsequently threaded in so that the abutment portion <NUM> at its end engages with the shoulder portion <NUM> of the tube or rod (see column <NUM>, lines <NUM> - <NUM>). In this locked position, it is impossible to unscrew the head piece from the main screw thread <NUM> without first releasing the spindle.

It is to be understood that references herein to the prior art do not constitute an admission that such art forms a part of the common general knowledge of a person of ordinary skill in the art, in Australia or any other country.

Disclosed herein is an apparatus for connecting to a tube or a rod in a longitudinal axial direction of the tube or rod, the tube or rod being used in the assembly of a tube or rod string. The apparatus comprises an engagement member adapted to engage with an engagement portion located at an end of the tube or rod, and an abutment member associated with the engagement member. The abutment member is adapted to abut an abutment portion of the tube or rod.

The apparatus is adapted such that, when the engagement member is engaged with the engagement portion and the abutment member abuts the abutment portion, the abutment member can apply a locking force to the abutment portion in the axial direction of the tube or rod, being a force that secures the engagement member to the engagement portion such that the tube or rod can be lifted and moved.

Applying a locking force in the axial direction of the tube or rod may eliminate the need to apply substantial torque to engage the apparatus with the tube or rod. The locking force may be equivalent to a torque approximately required to pre-load a joint formed between the engagement member and engagement portion. Generally, the pre-load torque is specified by a manufacturer of the tube or rod. The locking force, therefore, is determined by the type of tube or rod and the associated pre-load torque required. By pre-load, it is meant the torque applied to a joint formed between the engagement member and engagement portion before a load of the associated string is applied to the joint. Any use herein of the term "torque" is therefore to be taken to mean the pre-load torque unless the context clearly indicates it to be otherwise.

By axial direction, it is meant an axis extending along a longitudinal direction of the tube or rod from one end face (i.e. top) to the other end face (i.e. bottom) of the tube or rod. For example, in the case of tube or rod having a bore extending therethrough from the pin to the box, such as those used on a flushby rig, the longitudinal axis is the axis extending in the direction of the bore.

As an example, a locking force required to engage and move a sucker rod is generally equivalent to approximately <NUM> of torque. For example, % inch sucker rod generally requires a locking force equivalent to approximately <NUM> of torque pre-load, whereas 1⅓ inch sucker rod generally requires a force equivalent to approximately <NUM>,<NUM> of torque pre-load. This is to be compared with tubing, which generally requires a force equivalent to approximately <NUM>,<NUM> of torque pre-load, and casing which generally requires a force equivalent to approximately <NUM>,<NUM> of torque pre-load.

In existing setups, applying such torques generally requires specialised machinery. Further, when operators are required to operate machinery, such as power tongs, to apply such torque, they can be exposed to hazardous working practices. Therefore, using an abutment member to apply the locking force may reduce hazardous working practices when moving tube or rod. Further, applying the apparatus to the tube or rod may eliminate the requirement to use elevators to engage the tube or rod (i.e. for raising or lowering the tube or rod) thereby removing exposure to operating elevators for this particular operation.

The abutment member may apply the locking force by pressing against the engagement portion of the tube or rod in the axial direction. Because the abutment member is abutted against the abutment portion when the locking force is applied, the abutment member may only need to move a small distance to apply the locking force. For example, the abutment member may move less than <NUM>, such as approximately <NUM>, with respect to the apparatus and towards the abutment portion. The distance the abutment member moves to apply the locking force can be determined by the amount of play between the engagement member and the engagement portion, before the engagement member is secured to the engagement portion.

The abutment member may be moved by a linear actuator. A hydraulic ram may be used to move the abutment member. The hydraulic ram may be positioned towards a head of the apparatus. The locking force required to secure the engagement member to the engagement portion may vary depending on the tube or rod. To provide the locking force, the abutment member may apply a force adequate to prevent loosening of the joint. Generally, the force is such that the joint does not loosen during use of the rod, for example, when the apparatus is used to suspend the weight and/or rotate a string.

The engagement member may have a first thread defined as part of the apparatus. The engagement portion may have a second thread that is complementary to the first thread. In this way, the engagement member and the engagement portion can be engaged with each other by screwing the two together. Therefore, once the locking force is applied, the first and second threads abut so as to be secured to one another. In this way, the locking force forces the faces of the threads together much in the same way that an applied torque would force the faces of the threads together when screwing the first thread and second thread together.

In an embodiment, the first thread is on a female portion of the apparatus and the second thread is on a corresponding male portion of the tube or rod, or vice versa. In this way, the apparatus may be able to connect to tube or rod being in the "pin up" or "box up" orientation. In the pin up orientation, the tube or rod has the engagement portion on the male (outside) surface, whereas in the box up orientation that tube or rod has the engagement portion on the female (inside) surface. Having the apparatus being able to connect to rod in a pin up or box up orientation may allow the apparatus to be used on a wide variety of tube or rod.

Typically, a pin end of a first tube or rod is designed to be secured to a box end of an adjacent second tube or rod. The first and second tube or rods are generally of the same type, whereby connection of a plurality of tube or rods forms an associated string, such as a drill string and drill rod. However, the diameter of the drill string or drill rod may vary, and tube or rods having different diameters may be used to form such strings of tubes or rods.

The apparatus may be adapted so that a torque of <NUM> to <NUM> of torque or more is required to screw the engagement member to the engagement portion prior to applying the locking force. The amount of torque required to screw the engagement member to the engagement portion typically varies with the type of tube or rod, whereby smaller and tighter tube or rod typically requires less torque compared to larger and heavier tube or rod. Rotation to screw the engagement member to the engagement portion may be provided by rotating the tube or rod by e.g. a rotatory table or top drive or similar rotation member.

Alternatively, the apparatus may be adapted to rotate the engagement member. To do this, the apparatus may be provided with a gearbox that can be powered by a hydraulic motor. Hydraulic motors are generally used since hydraulic power is often associated with drill rigs. However, electric or compressed air motors could also be used in place of or in addition to the hydraulic motor. The apparatus may be adapted to rotate the tube or rod once the locking force is applied. The hydraulic ram that may move the abutment member may also be associated with the gearbox and/or motor.

The abutment member may also be adapted to apply a radial compressive force. The compressive force may be provided by an auxiliary abutment member associated with the abutment member. The abutment member and/or auxiliary abutment member may have complementary tapered surfaces. Therefore, movement of the abutment member and/or the auxiliary abutment member in the form of a compression sleeve may provide the compressive force. Providing a compressive force in addition to the locking force may help to further secure the engagement member to the engagement portion.

The engagement member may form a conduit. The conduit may allow fluid communication with a passage in the tube or rod when the apparatus is secured to the tube or rod. The apparatus may have a swivel or top drive to allow fluid communication between a Kelly hose and the passage in the tube or rod. Therefore, a fluid, such as drilling mud, may be passed through the apparatus and into the tube or rod. However, in some embodiments the engagement member may not have a conduit, for example, in circumstances when a fluid does not need to be pumped through the tube or rod.

The engagement member may sleeve the abutment member, or vice versa. In this way, the abutment member may be coaxially arranged with the engagement member. When the engagement member sleeves the abutment member, the engagement member may be in slideable contact with the abutment member. The slideable contact may allow the abutment member to move in a circumferential and/or axial direction of the engagement member. Bearings and/or lubricating fluids may be positioned between the engagement member and abutment member.

To move the tube or rod, the apparatus may be connected to a rope located on a drill rig, a workover rig, a flushby rig or a data gathering rig. Since the apparatus may be provided with a motor to rotate the engagement member, torsional forces generated by the apparatus when screwing the engagement member to the engagement portion may be transferred to the rope. The rope may be of steel wire rope construction. The wire rope can have a diameter of <NUM>-<NUM> or more. The design and diameter of the wire rope is typically determined by the rig, the size of the tube or rod and associated string, and the intended use of the string.

Irrespective of the torque required to engage the engagement member with the engagement portion prior to applying the locking force, the apparatus may allow hands-free connection between the apparatus and the tube or rod. For example, the apparatus may locate the end of the tube or rod, screw the engagement member to the engagement portion, then apply the locking force without the need for an operator to handle the apparatus.

Also disclosed is an apparatus for connecting to a tube or a rod having a threaded portion where the tube or rod is used in the assembly of a tube or rod string. The apparatus comprises a first tubular member and a second tubular member. The first and second tubular members are coaxially arranged around a central axis and movable relative to one another along the central axis. A threaded region is located on the second tubular member, and the threaded region is complementary to the threaded portion on the tube or rod. A radially extending flange is located at an end of the first tubular member for abutting a portion on a rod or tube.

The apparatus may be arranged such that, when the threaded region of the second tubular member is engaged with the thread on the tube or rod and the radially extending flange abuts the portion of the tube or rod, the first tubular member is movable along at least a portion of a length of the central axis relative to the second tubular member to apply a locking force to the portion of the tube or rod in engagement with the flange to secure the apparatus to the tube or rod.

By central axis, it is meant an axis extending along a longitudinal direction of the tubular members from one end face (i.e. top) to the other end face (i.e. bottom) of the tube or rod. The terms top and bottom are relative and are not intended to limit the disclosure to any particular orientation.

The threaded region on the first tubular member may be provided as a male thread. The apparatus may further comprise a threaded region on the first tubular member having a thread pitch the same as the threaded region on the second tubular member so that the threaded regions on the first and second tubular members form a continuous thread that is complementary to the threaded portion on the tube or rod.

The second tubular member may have a conduit to allow for communication of a fluid through the apparatus. The first tubular member may have a conduit to allow fluid communication with the conduit of the second tubular member.

The first and second tubular members may be movable up to <NUM>, such as <NUM>, relative to one another along the central axis. The apparatus may further comprise a ram associated with the first and/or second tubular members for moving the first and second tubular members relative to one another along the central axis. The apparatus may further comprise a gearbox in communication with the first and/or second tubular members.

The apparatus may be adapted so that a torque of <NUM> to <NUM> or more is required to screw the threaded region on the second tubular member onto the threaded portion on the tube or rod. The inner and outer tubular members may be rotatable around the central axis so as to be moveable relative to one another in a circumferential direction.

The apparatus may be able to carry the weight of a tube or rod string. The weight of the string may be up to about <NUM>,<NUM> pounds, such as about <NUM>,<NUM> pounds to about <NUM>,<NUM> pounds. The weight of the string may be greater than about <NUM>,<NUM> pounds (<NUM> pounds = <NUM>).

Also disclosed herein is a system comprising tube or rod having an engagement portion located at an end of the tube or rod. The system also comprises an apparatus comprising an engagement member adapted to engage with the engagement portion in an axial direction of the tube or rod, and an abutment member associated with the engagement member. As above, the abutment member can be adapted to abut an abutment portion of the tube or rod.

The system is configured such that, when the engagement member is engaged with the engagement portion and the abutment member abuts the abutment portion, the abutment member can apply a locking force to the abutment portion in the axial direction of the tube or rod, being a force that secures the engagement member to the engagement portion such that the tube or rod can be lifted and moved.

In an embodiment, the system may be located on a drill rig, a workover rig, a flushby rig or a data gathering rig. In an embodiment, the system may further comprise a catwalk or other device for storing and/or presenting the tube or rod.

Also disclosed is a method of connecting an apparatus to a tube or rod. As described above, the apparatus comprises an engagement member adapted to engage with an engagement portion located at an end of the tube or rod, and an abutment member associated with the engagement member.

The method comprises engaging the engagement member with the engagement portion so that the abutment member abuts an abutment portion located at the tube or rod. The method also comprises moving the abutment member in an axial direction of the tube or rod so as to apply a locking force onto the abutment portion, whereby the engagement member is secured to the engagement portion.

The tube or rod may be moved once the engagement member has been secured to the engagement portion. The abutment member may be moved up to <NUM> to apply the locking force. The method may further comprise rotating the apparatus and tube or rod once the locking force is applied. Therefore, the apparatus may move the tube or rod by lifting and/or rotation. To lift the tube or rod, the apparatus may be attached to a rope, or to a top drive, or to another mechanism on a mast that can lift the apparatus when the engagement member is secured to the engagement portion.

The engagement member may engage the engagement portion by rotational engagement. For example, the engagement member may be screwed onto the engagement portion. The term "onto" is to be interpreted broadly to mean the engagement member can be screwed onto an outer surface of the engagement portion (i.e. pin up orientation) or can be screwed onto an inner surface of the engagement portion (i.e. box up orientation). The method may be performed using a drill rig, a workover rig, a flushby rig or a data gathering rig. In this way, the apparatus may be moved in a vertical direction using a drill line (e.g. wire rope) associated with the rig. The apparatus may connect and/or disconnect to tube or rod located on a catwalk or other structure of the rig. Connection and/or disconnection to tube or rod on the catwalk may be automated. The apparatus may connect to a drill string associated with the rig. Connection with the drill string may also be automated. In this way, the method may not require any hands-on operator input. The apparatus and/or method may thus provide a hands-free way of making and breaking a drill string.

A fourth aspect provides a drill string assembled or disassembled using the method of the third aspect. The drill string may be, for example, used for drilling, intervention, snubbing, data gathering and/or flushing of wells.

The term tube or rod may be used to identify an individual tube or rod, pipe tube, well casing, a segment of tube or rod, or a drill string or drill rod formed from the individual or segment of tube or rod. These terms are used interchangeably throughout this disclosure.

Non-limiting embodiments will now be described, by way of example only, with reference to the accompanying drawings, in which:.

<FIG> and <FIG> show a first embodiment of an apparatus <NUM>. The apparatus <NUM> can be employed for lifting rod or tube and the like, such as when servicing and in the drilling of wells (e.g. oil and gas wells, etc.). The tube or rod can be anywhere from ¼" (e.g. sucker rod) to <NUM>" (e.g. well casing) in diameter.

Apparatus <NUM> has an engagement member in the form of an inner sleeve <NUM>, and an abutment member in a form of an outer sleeve <NUM> associated with the inner sleeve <NUM>. In the embodiment of <FIG> and <FIG>, the outer sleeve <NUM> sleeves the inner sleeve <NUM> so as to be coaxially arranged thereto (i.e. having a common axis). Outer sleeve <NUM> is also moveable along the common axis (i.e. moveable in the direction of arrow <NUM>) relative to the inner sleeve <NUM>. The outer sleeve <NUM> also has an internally threaded region <NUM>, which region <NUM> continues as an internal threaded region <NUM> of the inner sleeve <NUM>. In this way, threaded region <NUM> and <NUM> forms a continuous thread. Bearings and/or lubricating agents can be positioned between the inner and outer sleeve <NUM>/<NUM> so reduce friction between the two during their relative movements.

In the embodiment of <FIG> and <FIG>, the apparatus is adapted to be secured to e.g. tube or rod <NUM> via an engagement portion, which takes the form of an external thread <NUM> located at the end of the tube or rod <NUM>. The external thread <NUM> is able to mate with the threaded region <NUM>, together with the threaded region <NUM>.

In this regard, in the embodiment of <FIG> and <FIG>, the external thread <NUM> is also able to mate with the outer sleeve <NUM> via its threaded region <NUM>. However, threaded region <NUM> need not be provided on all embodiments of the apparatus.

Internally threaded regions <NUM> and <NUM>, and external thread <NUM>, are complementary to allow for screw inter-engagement. The type of thread is determined by the type and use of tube or rod <NUM>. While engagement of the engagement member and engagement portion is conveniently achieved and illustrated by way of a thread, other engagement mechanisms may be used, such as a bayonet mount, etc. In some embodiments, the length of the threaded region <NUM> (i.e. distance d<NUM>) is about <NUM>-<NUM>% of the outer thread <NUM> length (i.e. length d<NUM>) of the tube or rod <NUM>. In some embodiments, the length of the threaded region <NUM> (i.e. distance d<NUM>) is about <NUM>-<NUM>% of the outer thread <NUM> length (i.e. length d<NUM>) of the tube or rod <NUM>.

In the embodiment shown in <FIG> and <FIG>, the tube or rod <NUM> is in the "pin up" orientation, that is, the thread <NUM> is located on an outside (male) surface of the tube or rod <NUM>. In a pin up orientation, an associated drill string or drill rod is adapted so that the pin is located at the top. In this way, apparatus <NUM> can be considered as having a box orientation capable of being secured to the pin.

In the tube or rod <NUM> of <FIG> and <FIG>, it should be observed that a wrench flat region <NUM> is positioned below the seat <NUM>. The wrench flat region <NUM> is used for making and breaking a string. The region <NUM> may be engaged by a hand-held or mechanical wrench.

The tube or rod <NUM> has a radially extending, circumferential flange in the form of a seat <NUM> located adjacent the thread <NUM>, such that the seat <NUM> is able to form an abutment portion. In use, when the threaded region <NUM> is screwed onto thread <NUM> so as to be engaged thereto, a radially extending flange forming an end surface <NUM> (e.g. annulus) of the outer sleeve <NUM> is brought into abutment with the seat <NUM>, as shown in <FIG>. The end surface <NUM> is located at the end of end region <NUM>.

The end surface <NUM> may extend radially outwards such that a width of the end surface <NUM> (i.e. distance d<NUM>) will be determined by the outer diameter (i.e. distance d<NUM>) of the sleeve <NUM> and the outer diameter of the thread <NUM> (i.e. distance d<NUM>). In some embodiments, the outer diameter (ds) of the sleeve <NUM> is about <NUM>-<NUM>% of the maximum upset diameter of the tube or rod <NUM>. In some embodiments, distance d<NUM> may range from about <NUM> to about <NUM>. In some embodiments, threaded region is about <NUM> to about <NUM> inboard from the end <NUM>. End region <NUM> of outer sleeve <NUM> has an inner diameter slightly larger than the outer diameter of the thread <NUM>. This allows the thread <NUM> to be inserted into the inner sleeve <NUM> without the thread <NUM> touching an inner surface of end portion <NUM>. In an embodiment, the inner diameter of end region <NUM> is about <NUM>% to about <NUM>% larger than distance d<NUM>.

When the inner sleeve <NUM> is coaxially arranged with outer sleeve <NUM>, as shown in <FIG> and <FIG>, the inner sleeve <NUM> can have a wall thickness (i.e. distance d<NUM>) of about <NUM> to about <NUM>, and the outer sleeve can have a wall thickness (i.e. distance d<NUM>) of about <NUM> to about <NUM>. Generally, the wall thickness of the inner and outer sleeve <NUM>/<NUM> will increase as the diameter of the thread (d<NUM>) increases. For example, d<NUM> may be <NUM> and d<NUM> may be <NUM> when the apparatus is used for ¼" sucker tube or rod, but d<NUM> may be <NUM> and d<NUM> may be <NUM> when the apparatus is used for <NUM>" well casing.

The amount of torque required to engage the threaded region <NUM> of inner sleeve <NUM> with thread <NUM> so that the end surface <NUM> is bought into abutment with the seat <NUM> is typically dependent on the type of tube or rod <NUM>. However, in general, the amount of torque is <NUM> or less. This amount of torque is relatively low compared to the usual amount of torque applied to tube or rod, and can be considered as being "finger tight". A torque greater than "finger tight" may also be used to lock the engagement member with the engagement portion. For example, small and lightweight tube or rod may only require a small torque so as to be "finger tight". The apparatus may apply more force than what is "finger tight", but this torque is generally less than a pre-load torque required to secure inner sleeve <NUM> to thread <NUM>. For example, "finger tight" may be <NUM> of torque but the apparatus applies <NUM> of torque, and the locking force for the given tube or rod may be equivalent to <NUM>,<NUM> of torque pre-load.

The weight of the individual tube of rod lifted by the apparatus can be from tens of kilograms, for example tube or rod used on a flushby rig, to a few hundred kilograms, for example tube or rod used to form a well casing. However, once the individual tube or rod is then connected to the tube or rod string, the weight of the tube or rod string can then be carried by the apparatus <NUM>. The weight of the tube or rod string can be anywhere up to about <NUM>,<NUM> pounds, such as about <NUM>,<NUM> pound to about <NUM>,<NUM> pounds. The weight of the string may be greater than about <NUM>,<NUM> pounds (<NUM> pounds = <NUM>). The weight of the tube or rod string will depend on the length of the string and the type of tube or rod used to construct the string. Because the apparatus can be attached to a drawworks associated with the rig, the weight of the tube or rod string can be transferred from the apparatus <NUM> to the rig.

Once the threaded region <NUM> of inner sleeve <NUM> and thread <NUM> are engaged (i.e. "finger tight" so that the tube or rod <NUM> is in a fixed relationship to inner sleeve <NUM>) and end <NUM> is in abutting engagement with seat <NUM>, the outer sleeve <NUM> is moved relative to the inner sleeve <NUM> an axial direction of the tube or rod <NUM> (i.e. moved in the direction of arrow <NUM>) so that the end <NUM> applies a force to the seat <NUM>. Once the force reaches a predetermined level, a locking force is achieved in which the threaded region <NUM> is securely joined to the thread <NUM>. By "securely joined", it is meant that threaded region <NUM> and thread <NUM> are aligned and abut one another in such a way as to resemble a joint that has been tightened with a force equivalent to the pre-load torque e.g. <NUM>,<NUM>. Put another way, the locking force provides a friction force between threaded region <NUM> and thread <NUM> so that the two cannot move with respect to one another, thereby locking the apparatus <NUM> to the tube or rod <NUM>. In this way, the apparatus <NUM> first engages with rod or tube <NUM>, then the locking force is applied from the apparatus to the tube or rod <NUM> so as to secure the apparatus <NUM> to the tube or rod <NUM>. Once a sufficient locking force has been achieved, the apparatus is able to lift and move the tube or rod <NUM> without the possibility of the tube or rod undoing from the apparatus <NUM>. Therefore, apparatus <NUM> can be used as a rod elevator. The outer sleeve <NUM> is moved up to about <NUM> in some embodiments, such as about <NUM>, <NUM>, <NUM>, <NUM>, <NUM>, <NUM>, <NUM>, <NUM>, <NUM>, <NUM> or <NUM>, relative to the inner sleeve <NUM> to apply the locking force.

It should be appreciated that the locking force exerts a pressure at seat <NUM>, and that the pressure is a function of the force applied to seat <NUM> and the contact surface area between end surface <NUM> and seat <NUM>.

The amount of the locking force exerted onto seat <NUM> by outer sleeve <NUM> is dependent on the type of tube or rod <NUM>. For example, the locking force required for tubing is generally much greater than for sucker rod. By way of specific example, the amount of force applied to seat <NUM> by outer sleeve <NUM> can equate to a pre-load locking force of approximately <NUM> of torque. Forces which equate to a pre-load locking force of approximately <NUM>,<NUM> of torque can also be applied. Forces which equate to a pre-load locking force of greater than <NUM>,<NUM> of torque can be applied, such as <NUM>,<NUM>. The apparatus <NUM> may apply a force equivalent to a pre-loading force of about <NUM>-<NUM>,<NUM>. Because the distance that the outer sleeve <NUM> moves can be varied, the amount of force exerted onto seat <NUM> can also be varied. Therefore, apparatus <NUM> can be secured to a variety of tubes or rods using a variety of locking forces. The outer sleeve <NUM> is moved using a linear actuator (not shown). The linear actuator can be associated with a head <NUM> of the apparatus (see <FIG>). The linear actuator can take the form of a hydraulic ram.

As set forth above, in the embodiment of <FIG> and <FIG>, the outer sleeve <NUM> is provided with the threaded region <NUM>. If the end <NUM> is unable to abut seat <NUM>, for example due to the presence of debris or due to incorrect engagement of inner sleeve <NUM> with securing portion (i.e. with thread <NUM>), the threads <NUM> of the outer sleeve <NUM> can instead abut threads <NUM> so as to provide the locking force.

In this regard, and as best shown in <FIG>, thread <NUM> is circumferentially positioned on the outer surface of tube or rod <NUM> and has a first surface <NUM> and second surface <NUM>. When the outer sleeve <NUM> moves in an axial direction towards seat <NUM>, the threaded region <NUM> of the inner sleeve <NUM> is moved to abut the first surface <NUM>, and the threaded region <NUM> from the outer sleeve <NUM> moves to abut the second surface <NUM>. In this way, the force applied to the second surface <NUM> can be approximately the same as that what would have been applied to seat <NUM>. However, it is generally preferred for end <NUM> to abut seat <NUM> prior to applying the locking force so as to evenly distribute the locking force and to minimise interlocking of threads <NUM>, <NUM> and <NUM>.

To disengage the apparatus <NUM> from the tube or rod <NUM>, the locking force is removed by moving outer sleeve <NUM> away from seat <NUM>, then the inner sleeve <NUM> is disengaged from the threads <NUM>. In the embodiment of <FIG> and <FIG>, this means unscrewing threaded region <NUM> from threads <NUM>. Once the locking force is removed, the only force required to unscrew (i.e. disengage) the threaded region <NUM> from the thread <NUM> is a counteracting torque that is approximately similar to the "finger tight" force require to engage threaded region <NUM> with thread <NUM>. Having to only apply a relatively small "finger tight" counteracting force to disengage the sleeves <NUM> and <NUM> from tube or rod <NUM> can simplify the disengagement process since the majority of the force used to secure the apparatus <NUM> to the tube or rod <NUM> is removed when the locking force is removed by moving outer sleeve <NUM> away from seat <NUM> in an axial direction. This process of engagement, applying the locking force, removing the locking force, and disengagement can be repeated to assemble or disassemble a string associated with the tube or rod <NUM>.

The apparatus <NUM> may be adapted to communicate with a passage located in hollow tube or rod. In this regard, in the embodiment of <FIG>, a tube or rod <NUM> comprises a central passage <NUM>. Likewise, apparatus <NUM> comprises a cavity <NUM> that is able to communicate with passage <NUM>. In this way, fluids may be pumped into or out of passage <NUM>. For example, if tube or rod <NUM> is associated with a flushby rig, fluids can be pumped through cavity <NUM> and into passage <NUM>, where the fluid would exit at the end of the string associated with tube or rod <NUM>. The cavity <NUM> may be tapered and have other structural features to allow efficient fluid flow into and/or out of passage <NUM>. As an example, the cavity <NUM> may taper down towards the passage <NUM> so that a diameter of an opening at an exit of the cavity <NUM> is approximately the same diameter as passage <NUM> to thereby provide a seamless transition between the cavity <NUM> and passage <NUM>. The cavity <NUM> may also be fitted with valves, pressure and/or flow regulators to control the flow of fluid into and out of passage <NUM>. Typically, the size and shape of cavity <NUM> will be determined by the type of fluids that will flow through cavity <NUM> e.g. drilling mud, and the size of the passage <NUM>.

Another embodiment of the apparatus is shown in <FIG> and <FIG>. In this embodiment, apparatus <NUM> takes a different form and is provided with an engagement member in the form of a tubular member acting as inner bolt <NUM> coaxially arranged with abutment member in the form of tubular member acting as outer sleeve <NUM>, where outer sleeve <NUM> sleeves inner bolt <NUM> so that the two share a central axis (e.g. <NUM>). The coaxial arrangement can allow for a slideable engagement along a direction of the central axis (i.e. in the direction of arrow <NUM>) of the inner bolt <NUM> relative the outer sleeve <NUM>.

Inner bolt <NUM> has an externally threaded (male) portion <NUM> that is adapted to engage at an end of tube or rod <NUM>, namely, with an engagement portion in the form of internal threads <NUM> located on a female (internal) surface of a cavity of tube or rod <NUM>. Threaded region <NUM> and thread <NUM> are complementary to allow for screw engagement. Again, other forms of engagement (e.g. bayonet, etc.) can instead be employed. A diameter of the inner bolt <NUM> (i.e. distance d<NUM>) is determined by the type of tube or rod, similar to that described for the embodiments of <FIG> and <FIG>.

In the embodiment shown in <FIG> & <FIG>, the tube or rod <NUM> is shown in the "box up" orientation. In this way, the apparatus <NUM> is adapted to screw into tube or rod <NUM>, so the apparatus <NUM> can now be considered as forming a pin.

Outer sleeve <NUM> has a wall thickness (distance d<NUM>) which is determined by the diameter of the outer sleeve <NUM> (distance d9) and the diameter of the inner bolt <NUM> (distance d11). The outer sleeve <NUM> also has a radially extending flange that forms an end <NUM> that is adapted to abut a radially extending end portion <NUM> of the tube or rod <NUM>. A circumferential recess <NUM> extends around an inner surface of the outer sleeve <NUM>. The circumferential recess <NUM> provides a space for the threaded region <NUM> to sit in when the outer sleeve <NUM> is moved along the central axis towards threaded region <NUM> so that the threaded region <NUM> does not engaged with an inner wall of the outer sleeve <NUM>. The circumferential recess <NUM> means a width of the seat <NUM> is less than the wall thickness of the outer sleeve <NUM>. However, the circumferential recess is not always required, so in some embodiments the width of the seat <NUM> is the same as the wall thickness of the outer sleeve <NUM>.

Similar to the embodiments of <FIG>, the threaded region <NUM> of inner bolt <NUM> can be screwed into threads <NUM> so as to engage apparatus <NUM> with tube or rod <NUM>. A length of the threaded region <NUM> (i.e. distance d<NUM>) will be determined by the dimensions of the box (i.e. the internally threaded region) of the tube of rod <NUM>. A diameter of the outer sleeve <NUM> is about <NUM>% to about <NUM>% of the maximum upset diameter of the tube or rod <NUM>.

Once the apparatus <NUM> has been screwed down into the tube or rod <NUM>, the end <NUM> abuts end portion <NUM>, as shown in <FIG>. Further, once end <NUM> abuts end portion <NUM>, outer sleeve <NUM> is adapted to move towards end portion <NUM> in an axial direction, represented by axis <NUM> of the tube or rod <NUM>, so as to apply a force onto end <NUM>. Similar to the embodiments of <FIG>, once the force reaches a predetermined level, a locking force is achieved in which the threaded region <NUM> is secured (e.g. locked) to thread <NUM>. Once this locking force has been achieved, the apparatus is able to lift and move the tube or rod <NUM>.

As already described, when end <NUM> abuts end portion <NUM>, complementary faces of threaded region <NUM> and thread <NUM> should abut one another. This means that the outer sleeve <NUM> only needs to move a small distance to provide the locking force since the force exerted from the end <NUM> onto end portion <NUM> should increases as soon as outer sleeve <NUM> is caused to move further towards end portion <NUM>. The outer sleeve <NUM> may move less than <NUM>, such as <NUM>, in a direction towards the end portion <NUM>. The amount of force applied to end portion <NUM> by outer sleeve <NUM> equates to a locking force of approximately <NUM> of torque. Forces which equate to a locking force of approximately <NUM>,<NUM> of torque or more, such as <NUM>,<NUM> can be applied. Similar to outer sleeve <NUM>, outer sleeve <NUM> can be moved by a linear actuator (not shown). The linear actuator can be associated with the head <NUM> (see <FIG>). The linear actuator can be electric, hydraulic or pneumatic. Inner bolt <NUM> may be connected to a motor to allow rotation around the axis of inner bolt <NUM>. The outer sleeve <NUM> may also be connected to a motor to allow for rotation. The inner bolt <NUM> may be able to rotate independently of the outer sleeve <NUM>.

While the apparatus <NUM> shown in <FIG> & <FIG> does not have a cavity, a cavity can be provided in the apparatus <NUM> to allow for fluid communication with a channel in the tube or rod <NUM>, similar to the embodiment shown in <FIG>. The shape and configuration of the cavity can be as already described. In some embodiments, outer sleeve <NUM> has a threaded region that continues from inner bolt <NUM> so that when apparatus <NUM> is engaged with thread <NUM>, the thread from the outer sleeve <NUM> and inner bolt <NUM> are both engaged with thread <NUM> (not shown), but the outer sleeve <NUM> is still allowed to move in an axial direction to apply a force to the end portion <NUM>. This is similar to the embodiments described for <FIG> and <FIG>.

A further embodiment of an apparatus is shown in <FIG>. In this embodiment, apparatus <NUM> is provided with an engagement member in the form of hollow tube <NUM>, and an abutment member that takes the form of an auxiliary abutment member <NUM>. The auxiliary abutment member <NUM> sleeves abutment region <NUM>, with the abutment region <NUM> being associated with the hollow tube <NUM>. The apparatus <NUM> is adapted to be secured to tube or rod <NUM> via an engagement portion located at one end of the tube or rod <NUM>. In the embodiment of <FIG>, the engagement portion takes the form of a thread <NUM> to form the apparatus in a "box" configuration. The hollow tube <NUM> has an internally threaded region <NUM> that is complementary to thread <NUM> to allow for screw engagement.

Apparatus <NUM> is adapted so that a radially extending end surface <NUM> of the abutment region <NUM> abuts seat <NUM> when the apparatus is screwed onto thread <NUM>. As described in more detail below, to provide the locking force, the auxiliary abutment member <NUM> is moved relative to the abutment region <NUM> so as to compress the abutment region <NUM>. This causes the end surface <NUM> to move towards seat <NUM> as well as inwards towards threads <NUM>. In this way, the auxiliary abutment member <NUM> and abutment region <NUM> can apply a radial compressive force in addition to the locking force.

More specifically, the auxiliary abutment member <NUM> is tapered, having a wider opening towards a first end <NUM> compared with to its second end <NUM>. In this way, the auxiliary abutment member can be considered as forming a tapered sleeve. The abutment region <NUM> and part of the hollow tube <NUM> has a complementary taper on its outer surface. Therefore, as the auxiliary abutment member <NUM> is caused (e.g. urged) to move up the taper, the internally narrower second end <NUM> applies more compressive force the further it is moved up the abutment region <NUM> at that part of the hollow tube <NUM>. To accommodate the inwards movement of the abutment region and to facilitate applying the compressive force, the bottom portion of hollow tube <NUM> may be provided as a radial split nut. The nut can have one or more splits.

The auxiliary abutment member <NUM> may be moved by a linear actuator, such as a hydraulic ram associated with a head of the apparatus <NUM>. However, in an alternative form, the auxiliary abutment member <NUM> is fixed and the hollow tube <NUM> and abutment region <NUM> move down relative to the auxiliary abutment member <NUM>. As the hollow tube <NUM> and abutment region <NUM> are moved down, the second end <NUM> causes end <NUM> to apply force to seat <NUM> and to cause abutment region <NUM> to apply a compressive force on thread <NUM>.

Whatever means is used to move auxiliary abutment member <NUM>, the sum of the locking force and compressive force can be approximately equivalent to at least <NUM> of torque, such as approximately <NUM>,<NUM>. Similar to the embodiments shown in <FIG>, the apparatus <NUM> can be screwed onto tube or rod <NUM> until end <NUM> abuts seat <NUM> so as to be "finger tight". The apparatus <NUM> is then secured to the tube or rod <NUM> once the locking force is applied. To disengage apparatus <NUM> from tube or rod <NUM>, the auxiliary abutment member <NUM> is moved to release the compressive and locking force, and then the apparatus can be unscrewed from thread <NUM>.

While a solid tube or rod <NUM> is illustrated in <FIG>, a hollow tube or rod having a passage therethrough (e.g. tube or rod <NUM>) can be used.

The apparatus <NUM>/<NUM>/<NUM> can be connected to a motor and gearbox. In this regard, and as shown in <FIG>, the apparatus <NUM> has a head <NUM> that can take the form of a gearbox <NUM> and a motor <NUM>. The motor can be electric or hydraulic. The gearbox <NUM> and/or motor <NUM> may be connected to the linear actuator that moves abutment member <NUM>/<NUM>/<NUM>. The gearbox <NUM> is associated with the inner sleeve <NUM> and outer sleeve <NUM> so as to rotate the apparatus <NUM>. Since the apparatus <NUM> is able to rotate, the threaded region <NUM> can be screwed directly to thread <NUM> without the need for physical operator input. In this way, the tube or rod can be secured in a hands-free manner. This can be useful when attaching apparatus <NUM> to stationary tube or rod <NUM>, for example tube or rod stored on a catwalk. In this way, apparatus <NUM> may form part of a system having tube or rod <NUM>, where the system can facilitate the assembly and disassembly of a string. The system may allow hands-free assembly and disassembly of the string.

Since inner sleeve <NUM> and outer sleeve <NUM> are coaxially arranged in the embodiments of <FIG>, they can also be in slideable contact with each other. The gearbox <NUM> can be adapted so that the inner sleeve <NUM> and abutment <NUM> can rotate independently of each other. In some embodiments, only one of the inner sleeve <NUM> and outer sleeve <NUM> is allowed to rotate. The also same applies to the embodiments of <FIG> and <FIG>.

As also shown in <FIG>, a pivot member <NUM> and sling <NUM> are associated with the head <NUM> of the apparatus <NUM>. For the embodiment in <FIG>, the pivot member <NUM> is mounted at a base of the gearbox <NUM>. The pivot member <NUM> sits in sling <NUM> and allows the apparatus <NUM> to rotate relative to a longitudinal axis of the sling <NUM>. The sling <NUM> is connected to a rope associated with a rig, such as a drill rig, a workover rig, a flushby rig or a data gathering rig (not shown), and is generally orientated in a vertical direction in use. Once the apparatus <NUM> has been secured to the tube or rod, the rope can lift the tube or rod into its necessary position e.g. forming a string. While two slings are illustrated in <FIG>, the head <NUM> may have one, or more than two slings. Further, there can be one pivot member associated with each sling.

Tube or rod stored on a catwalk may not always be orientated vertically. Therefore, allowing apparatus <NUM> to rotate around pivot member <NUM> can allow the apparatus <NUM> to engage and disengage with tube or rod in different orientations e.g. in a substantially horizontal manner, or laying at an angle relative to horizontal, or in a substantially vertical manner. This can allow the apparatus <NUM> to engage and disengage with tube or rod without requiring any physical assistance from an operator. Therefore, the apparatus <NUM> may be able to engage and disengage and be secured/unsecured with tube or rod in a hands-free manner. This can help to reduce the occurrence of operators being placed in a hazardous working situation.

If the tube or rod is stored in an orientation that is not substantially vertical, e.g. on a catwalk, then the apparatus <NUM> may have to rotate relative to the sling <NUM> between a first orientation to engage and secure with the tube or rod, and a second orientation to disengage from and release the tube or rod. For example, for tube or rod stored horizontally on a workover rig, the apparatus <NUM> can rotate to a first orientation so that an axial direction of the apparatus <NUM> is horizontal to engage/disengage with the tube or rod, then the apparatus can rotate to a second orientation so that the apparatus can disengage/engage, respectively, with the tube or rod to assemble/disassemble a tube or rod string. The order of engagement/disengagement of the apparatus <NUM> with tube or rod is determined by whether a tube or rod string is being assembled or disassembled.

Allowing the apparatus <NUM> to rotate relative to sling <NUM> can allow the apparatus <NUM> to engage/secure and disengage/release without physical input from an operator. To do this, the rotation member may have an adjustment mechanism to allow the apparatus <NUM> to rotate relative to the sling <NUM>. The adjustment mechanism may be associated with the rotation member <NUM> or may be separate from the rotation member. For example, the rotation member <NUM> may be fixed to the sling <NUM>, with the rotation member <NUM> being fixed to a motor and/or gear arrangement that can rotate the apparatus <NUM>. This may allow for automated rotation of apparatus <NUM> relative to the sling <NUM>. Sensors may be provided that communicate with the apparatus to determine the angle of rotation relative to the sling <NUM>. The sensors may be in communication with the adjustment mechanism. The head <NUM> of the apparatus may have a counterweight to stabilise the apparatus when rotating the engaged tube or rod.

A string associated with tube or rod is generally rotated in use by components associated with a rig, such as a Kelly drive or other rotation devices. Therefore, the apparatus <NUM> and/or head <NUM> may be adapted to accommodate the rotation of the string. For example, the head <NUM> may disengage motor <NUM> and/or gearbox <NUM> from inner sleeve <NUM> and/or outer sleeve <NUM> to allow the apparatus <NUM> to rotate in response to the string e.g. at the same revolutions per minute as the string. Alternatively, the motor <NUM> and/or gearbox <NUM> may be adapted so as to rotate apparatus <NUM> at the same revolutions per minute as the string. Allowing the apparatus <NUM> to rotate in response to rotation of the string and/or at the same revolutions per minute as the string means that introduction of torsional forces may be minimised during rotation of the string. This can also help to reduce any torque applied to the rope. In another form, the motor <NUM> and gearbox <NUM> of head <NUM> may be configured to act as a Kelly drive so as to rotate the string. In these circumstances, the head <NUM> may be fitted with additional supports so as to distribute loads such as torque to a structure associated with the rig. The structure associated with the rig may be a cradle. The cradle may be associated with a work deck of a rig.

Because the sling <NUM> is attached to rope, such as wire rope, any torque applied to the tube or rod <NUM> by apparatus <NUM> when engaging threaded region <NUM> and/or <NUM> to thread <NUM> is generally transferred to the rope. Therefore, the maximum amount of torque that the apparatus can provide is determined by the amount of torque the rope is rated to withstand. Generally, rope associated with rigs such as a drill rig, a workover rig, a flushby rig or a data gathering rig is designed to distribute loads along the length of the rope, and they are typically relatively poor at withstanding torsional forces. Thicker ropes can generally withstand more torsional forces than thinner ropes. For example, wire rope with a diameter of <NUM> can generally withstand up to <NUM> of torque. In this way, the amount of torque required to engage threaded region <NUM> with threads <NUM> should be less than the rated capacity of the rope. However, since the majority of the force required to secure apparatus to <NUM> to tube or rod <NUM> is provided by the locking force, the amount of torque required is generally less than <NUM> i.e. is "finger tight".

The head <NUM> of the apparatus <NUM> may have a goose-neck or other similar arrangement to allow communication of fluid from a Kelly hose or any other hose used to pump fluid into and out of passage <NUM>. The goose-neck or similar arrangement may be configured to allow rotation of the apparatus <NUM> relative to sling <NUM>. For example, the Kelly hose may be connected to head <NUM> with a portion of flexible hose.

While the relationship between the head <NUM> has been described with reference to apparatus <NUM>, it should be appreciated that the head <NUM> can also be applied to apparatus <NUM> and <NUM> to allow for rotation of the engagement member, movement of abutment members and so on.

To connect apparatus <NUM> to tube or rod <NUM>, the inner sleeve <NUM> is engaged to the engagement portion (i.e. thread <NUM>) by screwing the threaded region <NUM> of the inner sleeve <NUM> onto thread <NUM>. Threaded region <NUM> is screwed onto thread <NUM> until the end <NUM> of outer sleeve <NUM> abuts seat <NUM>. The outer sleeve <NUM> is then caused to move further in an axial direction <NUM> so as to apply the locking force onto seat <NUM>. Once the locking force has been reached, the inner sleeve <NUM> is lockingly secured to the thread <NUM> by threaded region <NUM>. Since the apparatus <NUM> provides the locking force, there may be no need for physical operator input. Therefore, apparatus <NUM> may be used for hands-free assembly/disassembly of a string.

Once the apparatus <NUM> is secured to rod or tube <NUM>, the tube or rod <NUM> may be moved, for example, by using rope attached to the head <NUM>. If assembling a string, the tube or rod <NUM> is generally stored on a catwalk. Once secured, apparatus <NUM> and tube or rod <NUM> are then moved from the catwalk to be positioned vertically over the wellhead, or at an angle so that the axis of the tube or rod is aligned with the axis of the well/string. The tube or rod <NUM> is then rotated so as to screw that end of the tube or rod <NUM> that is opposite the apparatus <NUM> into a string positioned in the well. Alternatively, a rotation member associated with the string may rotate the string so as to engage the tube or rod <NUM> already secured to apparatus <NUM>. In this instance, the apparatus <NUM> would not rotate, so as to keep the tube or rod <NUM> fixed in position. In either case, the string can then be inserted into the well.

When another section of tube or rod <NUM> is required to be added to the string, the apparatus can be unsecured from the tube or rod <NUM> by moving outer sleeve <NUM> to release the locking force, and then unscrewing the inner sleeve <NUM> from thread <NUM>. The apparatus can then be moved to the catwalk to be secured to another section of tube or rod <NUM> to continue the process of assembling the string. To disassemble the string, the above procedure is reversed. In this way, a drill string can be assembled and/or disassembled using the apparatus <NUM>. Since the apparatus <NUM> can be secured to tube or rod <NUM> in a hands-free manner, a drill string may also be assembled and/or disassembled in a hands-free manner.

Other sensors may be associated with apparatus <NUM>. For example, a sensor can be used to determine the torque being applied when the inner sleeve <NUM> is being screw onto thread <NUM>. If the torque exceeds a predetermined maximum value, then the apparatus can slow or stop the screwing operation. In these circumstances, an alarm can sound to instruct an operator to inspect apparatus <NUM>. Torque sensors can also be used to determine when outer sleeve <NUM> begins abutting seat <NUM>.

Load sensors can also determine the amount of force being applied to seat <NUM> when the outer sleeve <NUM> is moved to apply the locking force. Once a load associated with the locking force is reached, the load sensor can then instruct the actuator responsible for moving the outer sleeve <NUM> to stop moving. If the locking force cannot be reached, the load sensor can prevent further movement of the apparatus until the locking force is reached. The use of sensors can also assist in providing hands-free operation of apparatus <NUM>.

Programmable computer logic (PCL) can be used to control the apparatus <NUM>. For example, the PCL may only instruct the outer sleeve <NUM> to apply the locking force once it is determined that the outer sleeve <NUM> is abutting seat <NUM>. Apparatus <NUM> can be associated with one or more computers and/or computer systems. The sensors associated with apparatus <NUM> can be in communication with each other through the PCL, and the one or more computers and/or computer systems.

The same principles used to describe the use of apparatus <NUM> can also be applied to apparatus <NUM> and <NUM> to assemble and/or disassemble a string associated with tube or rod <NUM>/<NUM>/<NUM>.

Claim 1:
A lifting apparatus (<NUM>) for lifting tube or rod (<NUM>), the apparatus being connectable to the tube or rod in a longitudinal axial direction of the tube or rod, the tube or rod being used in the assembly of a tube or rod string, the apparatus comprising:
an engagement member (<NUM>) adapted to engage with an engagement portion (<NUM>) located at an end of the tube or rod;
an abutment member (<NUM>) associated with the engagement member (<NUM>) and being moveable relative thereto along the axial direction, wherein the abutment member (<NUM>) is adapted to abut an abutment portion (<NUM>) of the tube or rod,
characterized in that :
the engagement member (<NUM>) comprises an engagement threaded region (<NUM>) and the abutment member (<NUM>) comprises an abutment threaded region (<NUM>), the engagement threaded region (<NUM>) and the abutment threaded region (<NUM>) having respective pitches configured such that the engagement threaded region (<NUM>) and the abutment threaded region (<NUM>) form a single continuous threaded region when aligned with one another, and
wherein the apparatus is adapted such that, when the engagement member (<NUM>) is engaged with the engagement portion (<NUM>) and the abutment member (<NUM>) abuts the abutment portion (<NUM>), the abutment member (<NUM>) can be moved relative the engagement member (<NUM>) to apply a locking force to the abutment portion (<NUM>) in the axial direction of the tube or rod, being a force that secures the engagement member (<NUM>) to the engagement portion (<NUM>) such that the tube or rod can be lifted and moved.