CA2455233C - Apparatus for and a method of expanding tubulars - Google Patents

Apparatus for and a method of expanding tubulars Download PDF

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Publication number
CA2455233C
CA2455233C CA2455233A CA2455233A CA2455233C CA 2455233 C CA2455233 C CA 2455233C CA 2455233 A CA2455233 A CA 2455233A CA 2455233 A CA2455233 A CA 2455233A CA 2455233 C CA2455233 C CA 2455233C
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CA
Canada
Prior art keywords
perforated
cone
shaft
portions
expansion
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Expired - Fee Related
Application number
CA2455233A
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French (fr)
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CA2455233A1 (en
Inventor
Peter Oosterling
Colin Neil Morrison
Philip Michael Burge
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E2 Tech Ltd USA
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E2 Tech Ltd USA
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Publication of CA2455233A1 publication Critical patent/CA2455233A1/en
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Publication of CA2455233C publication Critical patent/CA2455233C/en
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Classifications

    • EFIXED CONSTRUCTIONS
    • E21EARTH DRILLING; MINING
    • E21BEARTH DRILLING, e.g. DEEP DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS
    • E21B43/00Methods or apparatus for obtaining oil, gas, water, soluble or meltable materials or a slurry of minerals from wells
    • E21B43/02Subsoil filtering
    • E21B43/10Setting of casings, screens, liners or the like in wells
    • E21B43/103Setting of casings, screens, liners or the like in wells of expandable casings, screens, liners, or the like
    • E21B43/108Expandable screens or perforated liners
    • BPERFORMING OPERATIONS; TRANSPORTING
    • B21MECHANICAL METAL-WORKING WITHOUT ESSENTIALLY REMOVING MATERIAL; PUNCHING METAL
    • B21DWORKING OR PROCESSING OF SHEET METAL OR METAL TUBES, RODS OR PROFILES WITHOUT ESSENTIALLY REMOVING MATERIAL; PUNCHING METAL
    • B21D39/00Application of procedures in order to connect objects or parts, e.g. coating with sheet metal otherwise than by plating; Tube expanders
    • B21D39/08Tube expanders
    • B21D39/20Tube expanders with mandrels, e.g. expandable
    • EFIXED CONSTRUCTIONS
    • E21EARTH DRILLING; MINING
    • E21BEARTH DRILLING, e.g. DEEP DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS
    • E21B43/00Methods or apparatus for obtaining oil, gas, water, soluble or meltable materials or a slurry of minerals from wells
    • E21B43/02Subsoil filtering
    • E21B43/10Setting of casings, screens, liners or the like in wells
    • E21B43/103Setting of casings, screens, liners or the like in wells of expandable casings, screens, liners, or the like
    • EFIXED CONSTRUCTIONS
    • E21EARTH DRILLING; MINING
    • E21BEARTH DRILLING, e.g. DEEP DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS
    • E21B43/00Methods or apparatus for obtaining oil, gas, water, soluble or meltable materials or a slurry of minerals from wells
    • E21B43/02Subsoil filtering
    • E21B43/10Setting of casings, screens, liners or the like in wells
    • E21B43/103Setting of casings, screens, liners or the like in wells of expandable casings, screens, liners, or the like
    • E21B43/105Expanding tools specially adapted therefor

Abstract

Apparatus for and a method of expanding tubulars, and particularly tubulars or a string of tubulars that have one or more perforated portions and one or more non-perforated portions. In one embodiment, the apparatus (150) includes an inflatable element (e.g. a packer 152) that has a shaft (156) rotatably coupled thereto so that the shaft (156) can rotate relative to the inflatable element (152). An expansion cone (158) is threadedly engaged with a threaded portion (156t) of the shaft (156) so that it moves along the threaded portion (156t) upon rotation of the shaft (156) relative to the cone (158).

Description

1 "Apparatus for and a Method of Expanding Tubulars"
3 The present invention relates to apparatus for and a 4 method of expanding tubulars, and particularly, but not exclusively, to tubulars that include a 6 perforated or slotted portion and a non-perforated 7 portion.

9 The invention can also be used with combination strings that include non-perforated tubulars and 11 slotted or perforated tubulars that are coupled 12 together to form a string.

14 Use of the term "tubulars" or "tubular members"
herein will be understood to encompass any tubular 16 or tubular member, such as casing, liner, drill pipe 17 etc, and other such downhole tubulars.

19 It is known to expand tubular members to increase an outer diameter (OD) and/or an inner diameter (ID) of 21 the tubular member. This can be done by radial 22 expansion of the member, where a radial expansion CONFIRMATION COPY

1 force is applied to a portion of the member to 2 radially expand it. The radial expansion force is 3 typically applied using an inflatable element, such 4 as a packer.
6 Alternatively, the tubular member can be expanded by 7 applying a radial expansion force to the member so 8 that it undergoes plastic and/or elastic 9 deformation. In this case, the radial expansion force is typically applied using an expander device, 11 e.g. an expansion cone, which is pushed or pulled 12 through the tubular member. An OD of the expander 13 device is typically the same as or slightly less 14 than the final ID of the expanded tubular member.
16 It will be appreciated that use of the terms "radial 17 expansion" or "radially expanded" herein encompasses 18 both of these options.

The tubular members are typically used to line or 21 case an open borehole, but have other uses as they 22 can be used, for example, to repair damaged portions 23 of casing or liner.

The tubular members can include slotted or 26 perforated portions where the slots or perforations 27 expand into approximate diamond shapes or the like 28 when the tubular member is radially expanded. The 29 slotted or perforated portions can be used, for example, as a sand screen at or near a payzone of a 31 formation or reservoir to prevent sand and other 32 such contaminants from being mixed with hydrocarbons 1 that are recovered from the payzone or reservoir.
2 The slotted or perforated portions can also be used 3 to allow fluids from the payzone or formation to 4 flow into the tubular member so that they can be recovered to the surface. Use of the term 6 "perforated" herein is intended to encompass slots, 7 apertures or the like in the tubular member.

9 According to a first aspect of the present 'invention, there is provided apparatus for expanding 11 a tubular member, the apparatus comprising an 12 expander device that is capable of generating 13 different radial expansion forces to expand 14 respective portions of the tubular member.
16 According to a second aspect of the present 17 invention, there is provided a method of expanding a 18 tubular member, the member including first and 19 second portions, the method comprising the steps of running the tubular member into a borehole and 21 radially expanding the first and second portions in 22 the borehole using an expander device, wherein 23 different radial expansion forces are exerted on the 24 first and second portions respectively.
26 The tubular member may have separate portions that 27 are radially expandable to different extents.
28 Typically, the respective portions comprise first 29 and second portions. The first portion typically includes at least one perforated portion. The 31 second portion typically includes at least one non-32 perforated portion. In most preferred embodiments, 1 the perforated portion can expand to a greater 2 extent than the non-perforated portion. Typically, 3 the radial expansion force required to expand the 4 perforated portion is less than the radial expansion force required to expand the non-perforated portion.
6 The tubular member may comprise a string of discrete 7 members having perforated and non-perforated 8 portions. The discrete members are typically 9 coupled together by any conventional means, such as welding;wscrew threads etc.

12 "Perforated" as used herein means that the member is 13 provided with one or more apertures, slots or the 14 like. Typically, a plurality of apertures or slots are provided. It will be appreciated that "non-16 perforated" as used herein means that the member 17 does not have apertures or slots therein.

19 One embodiment of an expander device comprises an inflatable element having a shaft rotatably attached 21 thereto. The shaft can preferably rotate relative 22 to the inflatable member. A bearing or the like is 23 typically located between the inflatable element and 24 the shaft. The inflatable member typically comprises a packer or the like. At least a portion 26 of the shaft is provided with a screw thread. An 27 expansion cone can be engaged with the screw thread 28 on the shaft. The screw thread on the shaft is 29 typically a low-pitch screw thread, but can be a high-pitch screw thread. The expansion cone is 31 typically capable of longitudinal movement along the 1 screw thread when the shaft is rotated relative to 2 the cone.

4 The screw thread on the shaft can typically provide 5 a gearing effect to the movement of the cone. A
6 low-pitch screw thread provides for slower movement 7 of the cone relative to the shaft, and can provide 8 relatively high radial expansion forces but slower 9 movement of the cone. A high-pitch screw thread provides for faster movement of the cone relative to 11 the shaft, and can provide relatively lower 12 expansion forces but faster movement of the cone.
13 Thus, the pitch of the screw thread on the shaft can 14 be selected to provide larger or smaller expansion forces as required.

17 The inflatable element typically acts as an anchor 18 for expansion of the perforated and/or non-19 perforated portions. Inflation of the inflatable element typically anchors the expander device at a 21 lower end of the non-perforated portion, and can be 22 used to isolate a pulling force that is typically 23 applied to the expanded perforated portion during 24 expansion of the non-perforated portion. The anchoring and isolation provided by the inflatable 26 element substantially prevents the perforations in 27 the pre-expanded perforated portion from collapsing 28 during expansion of the non-perforated portions.

The shaft is typically provided with attachment 31 means (e.g. screw threads and/or a box or pin 32 connection) to facilitate attaching the apparatus to 1 a drill string, coiled tubing string, wireline or 2 the like. The drill string etc. can be used to 3 rotate the shaft relative to the inflatable member.
4 Optionally, the apparatus may include a motor or the like to rotate the shaft. It will be appreciated 6 that a motor will not be required to rotate the 7 shaft where it is coupled directly to a drill 8 string. The motor typically comprises a mud motor 9 where the shaft is coupled to a coiled tubing string.

12 The shaft can be rotated in the opposite direction 13 relative to the inflatable member to move the cone 14 back down the shaft to its original starting position.

17 Alternatively, or additionally, the cone is 18 preferably provided with an engagement means that is 19 capable of engaging the screw thread on the shaft.
The cone is preferably provided with a release means 21 that is used to release the engagement means from 22 engagement with the screw thread on the shaft. The 23 engagement means may comprise first and second 24 portions that are provided with screw threads. The first and second portions are preferably capable of 26 relative movement towards and/or away from one 27 another. The release means may comprise a threaded 28 rod or bolt that couples the first and second 29 portions together. Rotation of the threaded rod or bolt in a first direction typically brings the first 31 and second portions together, whereas rotation of 32 the rod or bolt in a second direction, typically 1 opposite to the first, separates the two portions.
2 Thus, the cone can be selectively engaged and 3 disengaged from the screw thread provided on the 4 shaft. The cone may include a motor or the like to rotate the threaded rod or bolt to move the portions 6 towards or away from one another.

8 The movement of the first and second portions can be 9 hydraulically or otherwise controlled. For example, the release means may comprise a hydraulic cylinder 11 that can be used to move the first and second 12 portions towards and/or away from one another.

14 Alternatively, the cone may be provided with a motor that rotates it in the opposite direction to move 16 the cone to the opposite end of the screw thread 17 (i.e. to return it to its original position).

19 The release mechanism may comprise other mechanisms e.g. a self-releasing (high angle) or self-holding 21 (small angle) taper such as a Morse Standard Taper 22 Shank or collet-type release.

24 The expansion cone may be steel or ceramic or a combination of these materials. The cone may also 26 be of tungsten carbide. The cone is typically 27 formed from a material that is harder than the 28 member that it has to expand. It will be 29 appreciated only the portions of the cone that contact that contact the member need be of or coated 31 with the harder material.

1 The method typically includes the additional steps 2 of providing an expander device comprising an 3 inflatable element having a shaft rotatably attached 4 thereto, wherein at least a portion of the shaft is provided with a screw thread, and an expansion cone 6 that is engaged with the shaft.

8 The method typically includes the additional steps 9 of attaching the expander device to a drill string, -- 10 coiled tubing string or the like; and inflating the 11 inflatable element to radially expand a portion of 12 the tubular member into contact with a second 13 conduit. The second conduit may be a casing, liner, 14 a formation around the borehole or the like.
16 The method typically includes the additional steps 17 of deflating the inflatable member and pulling or 18 pushing the expander device through the tubular 19 member to radially expand at least a portion thereof to increase its outer diameter and/or its inner 21 diameter.

23 The method typically includes the additional steps 24 of arresting the travel of the expander device when the cone reaches the non-perforated portion (or a 26 relatively in-expansible portion) of the tubular 27 member, inflating the inflatable member and rotating 28 the shaft against the inflatable member. Rotation 29 of the shaft typically causes the cone to move along the screw thread as it is held stationary by contact 31 with an inner surface of the tubular member.

1 The method typically includes the additional steps 2 of rotating the shaft in the opposite direction to 3 move the cone back along the screw thread. This 4 provides a means of returning the cone to its original starting position.

7 The method typically includes the additional steps 8 of releasing the engagement means to disengage the 9 cone from the shaft and allowing the cone to travel ~~~ back down the''shaft.

12 The method typically includes the additional steps 13 of deflating the inflatable member and pulling or 14 pushing the expander device through the tubular member to radially expand at least a portion thereof 16 to increase its outer diameter and/or its inner 17 diameter.

19 Optionally, the expansion cone may be double-sided.
In this embodiment, the expansion cone can be used 21 to radially expand the tubular member in both the 22 upward and downward directions. Use of the terms 23 "upward" and "downward" will be understood to relate 24 to a conventional vertical orientation of a borehole. It will be appreciated that the invention 26 can also be used in deviated wells, and the terms 27 "upward" and "downward" are to be construed 28 accordingly, depending upon the orientation of the 29 well. It will be appreciated that "downward"
generally means away from the surface, and "upward"
31 generally means towards the surface. Optionally 32 also, the cone may comprise a plurality of fingers 1 that can be moved from a retracted to an expanded 2 configuration.

4 A second embodiment of expander device comprises a 5 rotary expansion mechanism and a solid expansion 6 cone located therebelow. The solid expansion cone 7 may be spaced-apart from the rotary expansion 8 mechanism (e.g. by a shaft or the like) or can be 9 integral therewith. The rotary expansion mechanism 10 typically comprises a cage having a plurality of 11 roller bearings attached thereto. The roller 12 bearings are preferably inclined with respect to a 13 longitudinal axis of the mechanism, typically at an 14 angle of around 20°, so that they form an expansion cone on their outer surfaces. Other angles between 16 around 5° and 45° can also be used, although angles 17 outwith this range may also be used. However, the 18 preferred angle is around 20°.

The solid expansion cone is typically of steel or 21 ceramic, but can be a combination of these. The 22 solid expansion cone may also be of tungsten 23 carbide. The cone is typically of a material that 24 is harder than that of the member that is has to expand. It will be appreciated only the portions of 26 the cone that contact that contact the member need 27 be of or coated with the harder material.

29 The rotary expansion mechanism may be rotated by rotating the drill string. Alternatively, or 31 additionally, the rotary expansion mechanism may be 32 rotated by passing fluid (e. g. drilling mud) over, 1 across or through the expansion mechanism. The 2 roller bearings of the rotary expansion mechanism 3 may be attached to a turbine blade that imparts a 4 rotational force to the roller bearings when fluid passes through, over or across the blade.

7 The method typically includes the additional steps 8 of rotating the rotary expansion mechanism and 9 pulling or pushing the apparatus through non-perforatedwportions of the tubular member to impart 11 a radial expansion force thereto. The method 12 typically includes the additional step of pushing or 13 pulling the solid expansion cone through portions of 14 the tubular member that are slotted or perforated.
16 Optionally, the solid cone can be replaced with a 17 second rotary expansion mechanism.

19 Embodiments of the present invention shall now be described, by way of example only, with reference to 21 the accompanying drawings, in which:-22 Fig. 1 is a perspective view of a tubular 23 member that includes non-perforated portions 24 and a perforated portion;
Fig. 2 is a perspective view of an alternative 26 tubular member that includes non-perforated 27 portions and perforated portions;
28 Fig. 3 is part cross-sectional view a portion 29 of a first embodiment of apparatus for expanding tubulars;
31 Fig. 4 is a cross-sectional view of a portion 32 of a borehole;

1 Fig. 5 is a cross-sectional view of stacked a 2 formation;

3 Fig. 6 is a cross-sectional view of portion a 4 of a borehole similar Fig. 4; and to that of Fig. 7 is a part cross-sectional view of an 6 alternative embodiment of apparatus for 7 expanding tubulars.

9 Referring to the drawings, Fig. 1 shows a first embodiment of a tubular member 10 (e.g. a portion of 11 casing, liner, drill pipe or other such member) that 12 is used to line or case a borehole (not shown). Use 13 of the term "tubular member" herein will be 14 understood to encompass any tubular member, such as casing, liner, drill pipe etc.

17 Member 10 is preferably of a ductile material so 18 that it is capable of being plastically and/or 19 elastically deformed to expand an inner diameter (ID) and/or an outer diameter (OD) thereof.
21 Alternatively, or additionally, tubular member 10 22 may also be capable of radial expansion under the 23 application of a radial expansion force.

Member 10 includes a perforated or slotted portion 26 12 that is approximately in a central portion of the 27 member 10, and two non-perforated portions 14, 16, 28 one on each side of the perforated portion 12. The 29 non-perforated portions 14, 16 typically house attachment means (e.g. screw threads) that can be 31 used to couple the member 10 into a string of other 32 tubular members. The non-perforated portions 14, 16 1 provide a strong and reliable coupling between 2 successive tubular members.

4 The perforated portion 12 is typically used as a sand screen at or near a payzone, a formation or a 6 well. The perforated portion 12 can also be used to 7 facilitate the recovery of hydrocarbons from the 8 payzone, formation or well, as the slots or 9 perforations allow the hydrocarbons to flow into the member 10 so that they can be recovered to the 11 surface (not shown) in a conventional manner.

13 Fig. 2 shows an alternative tubular member 20 14 (similar to tubular member 10) that is provided with two axially spaced-apart perforated portions 22, 24, 16 with non-perforated portions 26, 28 at each end, and 17 a further non-perforated portion 30 between the two 18 perforated portions 22, 24.

Tubular members 10, 20 can be used for many 21 different purposes, and are typically used in a 22 string of similar or other tubular members (not 23 shown). The string generally includes a number of 24 tubular members that are non-perforated with one or more of the members 10, 20 or the like that have 26 perforations.

28 For example and with reference to Fig. 4, there is 29 shown a lower portion of a well or borehole that is provided with a casing 50 at a lower end thereof. A
31 liner 52 (typically one or more non-perforated 32 tubular members) is hung off the bottom of the 1 casing 50 in a conventional manner. The liner 52 is 2 used to line a pre-drilled borehole 56 that extends 3 towards a payzone, formation or well, indicated 4 generally by 58, from which hydrocarbons can be recovered.

7 The liner 52 is "tied back" to the casing 50 in a 8 conventional manner and can be cemented into place 9 by filling an annulus between the borehole 56 and an outer surface of the liner-5~2 with cement 54.
11 Thereafter, a perforated member 60 (which could be 12 either member 10 (Fig. 1) or member 20 (Fig. 2) or 13 the like) is inserted through casing 50 and liner 52 14 so that an upper portion 60u of the member 60 overlaps a lower portion 521 of the liner 52, and 16 the member 60 is then radially expanded, as will be 17 described.

19 Referring to Fig. 5, there is shown a cross-sectional view of a portion of a stacked reservoir 21 that typically has layers of different materials 22 that require to be isolated from one another. For 23 example, the stacked reservoir may have a lower 24 shingle or shale layer 70, with a sand or reservoir layer 72 thereabove, a further shingle or shale 26 layer 74 above the sand or reservoir layer 72, and a 27 further sand or reservoir layer 76 below a third 28 shingle or shale layer 78.

The sand or reservoir layers 72, 76 typically 31 facilitate the recovery of hydrocarbons from the 32 surrounding formation that can be recovered to the 1 surface. In the example shown in Fig. 5, tubular 2 member 20 (Fig. 2) can be used to line or case this 3 particular portion of the stacked reservoir. The 4 perforated portions 22, 24 are axially aligned with 5 the sand layers 72, 76. The non-perforated portions 6 26, 30, 28 are axially aligned with the shale layers 7 70, 74, 78 respectively, so that they isolate the 8 shale layers 70, 74, 78, whereas the perforated 9 portions 22, 24 act as a sand screen and allow 10 ' hydrocarbons recovered from the sand or reservoir 11 layers 72, 76 to be recovered to the surface.

13 Fig. 6 shows a lower portion of a borehole that is 14 similar to that shown in Fig. 4. A casing 80 is 15 provided at a lower end of the borehole that 16 typically forms a string of such casings that 17 prevent the formation surrounding the borehole from 18 collapsing, and also facilitates the recovery of 19 hydrocarbons to the surface. A liner 82 (e.g. one or more non-perforated tubular members) is hung off 21 the bottom of the casing 80 in a conventional 22 manner. The liner 82 is typically cemented into 23 place by filling an annulus between the borehole 24 (not shown) and an outer surface of the liner 82 with cement 84.

27 A perforated or slotted member 86 (e.g. member 20 28 (Fig. 2)) is attached at a lower end of the liner 29 82. The perforated member 86 is tied back to the liner 82 by overlapping the liner 82 and the member 31 86 so that when the member 86 is radially expanded, 32 an outer surface of the member 86 contacts an inner 1 surface of the liner 82 to create a junction and a 2 seal, generally designated at 88.

4 As with Fig. 5, a lower end of the horizontal borehole has a number of different portions, similar 6 to the stacked reservoir of Fig. 5 but in a 7 generally horizontal configuration. The borehole of 8 Fig. 6 has a first portion 90 from which 9 hydrocarbons may be recovered; a second portion 92 l0ww from which hydrocarbons cannot~be recovered (e. g.
11 shale, shingle or the like); a third portion 94 from 12 which hydrocarbons may be recovered; a fourth 13 portion 96 from which hydrocarbons cannot be 14 recovered; and a fifth portion 98 from which hydrocarbons may be recovered.

17 A combination of non-perforated and perforated 18 tubular members can be used to line the borehole.
19 In this particular example, the combination comprises perforated portions 102, 106, 110 at the 21 (hydrocarbon producing) portions 90, 94, 98 and non-22 perforated portions 104, 108 at the non-hydrocarbon 23 producing portion 92, 96.

It will be appreciated that the perforated portions 26 102, 106, 110 of member 86 may comprise tubular 27 members 10 (Fig. 1) that have been coupled to non-28 perforated tubulars (e.g. lightweight pipe) 104, 108 29 using screw threads for example. Alternatively, the various portions may comprise a single length with 31 alternate non-perforated and perforated portions, 32 similar to member 20 (Fig. 2).

2 The hydrocarbon producing portions 90, 94, 98 allow 3 hydrocarbons to flow into the combination of non-4 perforated and perforated tubular members (i.e.
member 86), into the member 86 and thus they can be 6 recovered to the surface.

8 It will be noted that the members 10, 20, 60, 86 and 9 other combinations of non-perforated and perforated tubular members can ba difficult to expand radially 11 because the members include perforated portions and 12 non-perforated portions. The expansion force 13 required to radially expand perforated portions is 14 significantly less than that required to expand non-perforated portions. The higher force exerted on 16 the non-perforated portion can collapse the expanded 17 perforated tubular that is coupled to the non-18 perforated portion, because the very high force on 19 the non-perforated portion can pull or stretch the perforated portion so that it collapses radially and 21 the perforations close up.

23 Note that the radial expansion of the members is 24 typically achieved by expanding the member "bottom-up"; that is, the expander device that is used to 26 impart a radial expansion force is pushed or pulled 27 upwardly through the member from the lowest part to 28 be expanded. However, the member can also be 29 expanded top-down, provided that sufficient force can be applied to the expander device by slacking 31 off weight above the device, or hanging off 32 sufficient weight below the expander device.

2 Fig. 3 shows a first embodiment of apparatus 150 for 3 expanding tubulars, in this embodiment the tubular 4 is a combination string of perforated and non-perforated tubulars.

7 Apparatus 150 includes an inflatable element, such 8 as a packer 152 that is located at a lower end of 9 the apparatus 150. A bearing 154, such as a thrust beaming;"is located above the-packer 152 and has a w 11 shaft 156 rotatably attached to it. The bearing 154 12 allows the shaft 156 to rotate whilst the packer 152 13 remains stationary. Shaft 156 is part threaded, 14 preferably with a relatively low-pitch screw thread 156t, and an expansion cone 158 engages with the 16 screw thread 156t on the shaft 156, the cone 158 17 being capable of longitudinal movement up and down 18 the threaded portion of the shaft 156. A drive 19 means 160 (e. g. a motor or the like) for rotating the shaft 156 is optionally provided at an upper end 21 of the shaft 156. An upper end of the drive means 22 160 is typically attached to a drill string, coiled 23 tubing string or the like.

It will be appreciated that the drive means 160 may 26 not be required where the shaft 156 is coupled 27 directly to a drill string, as the string can be 28 rotated in a conventional manner to rotate the shaft 29 156. In this case, the shaft 156 would be provided with attachment means (e. g. screw threads) so that 31 it can be attached to the drill string.

1 In use, the apparatus 150 is located in a liner 162, 2 casing or the like that is to be radially expanded 3 to increase its outer diameter (OD) and/or inner 4 diameter (ID). The packer 152 and the expansion cone 158 are located in a pre-expanded portion 162e 6 of the liner 162 before the liner 162 is run into 7 the borehole to the required depth. The pre-8 expanded portion 162e is typically sufficiently 9 expanded to allow the packer 152 to be located therein, but is- generally not 'fully expanded so that 11 the liner 162 can be run into the borehole.

13 Once at the required depth, the packer 152 is 14 inflated using any conventional means to expand the pre-expanded portion 162e radially outwards so that 16 an outer surface of the pre-expanded portion 162e 17 contacts an inner surface of a second conduit. The 18 second conduit may be an uncased formation, pre-19 installed casing, liner, or the like. The further expansion of the pre-expanded portion 162e can act 21 as an anchor for the liner 162 as it is radially 22 expanded by the cone 158.

24 Optionally, the packer 152 may be deflated and moved within the liner 162, where it is re-inflated to 26 radially expand the liner 162 into contact with the 27 second conduit. The additional expansion of the 28 liner 162 serves to increase the surface area of the 29 outer surface of the liner 162 that acts as an anchor.

1 The packer 152 is then deflated and the cone 158 is 2 pulled through the liner 162 to radially expand the 3 liner 162 in a known manner. The cone 158 may be 4 pulled through the liner 162 using the drill string, 5 coiled tubing string or the like to which it is 6 attached. When the cone 158 reaches a non-? perforated portion of the liner 162, this will be 8 indicated by an increase in the force required to 9 expand the liner 162. At this point, the packer 152 10 - is re-inflated to act as an anchor for the apparatus 11 150. Thereafter, the shaft 156 is rotated by 12 actuation of the motor 160, or by rotation of the 13 drill string to which shaft 156 is attached. The 14 shaft 156 is thus rotated against the packer 152 15 using the bearing 154.

17 It will be appreciated that the packer 152 can be 18 detached from the shaft 156 and left at the lower 19 end of the liner 162 to act as an anchor during 20 expansion of the liner 162. When the cone 158 21 reaches a non-perforated portion, the cone 158 and 22 shaft 156 are lowered until the packer 152 engages 23 the shaft 156, and the apparatus 150 returned to the 24 non-perforated portion, where the packer 152 is re-inflated.

27 The cone 158 is located the low-pitch screw on 28 thread 15 6t on the shaft 6 and is prevented from 29 rotating with the shaft by friction on its OD

where the cone 158 contacts the liner 162. As the 31 cone 158 is prevented from rotating by contact with 32 the liner 162, it will move up the screw thread on 1 shaft 156 as the shaft 156 rotates, and thus expand 2 the liner 162 over the non-perforated portion.

4 It will be appreciated that it is preferable to have the length of the portion of the shaft 156 that is 6 provided with the screw thread 156t at least as long 7 as the non-perforated portion of the liner 162. It 8 is preferable to have the length of the screw thread 9 156t slightly longer than that required to expand the non-perforated portion. The packer 152 acts as 11 both an anchor for the expansion of the non-12 perforated portion and can also help prevent the 13 expanded perforated portion therebelow from 14 collapsing by keeping it open against the induced collapsing force.

17 Once the cone 158 has travelled the length of the 18 screw thread 156t, the shaft 156 can be rotated in 19 the opposite direction or the force preventing the cone 158 from rotating is removed, allowing the cone 21 158 to travel back down the screw thread 156t to its 22 original starting position.

24 The cone 158 can typically be provided with at least a portion of screw thread that interengages with the 26 thread 156t on the shaft 156. The thread on the 27 cone 158 could be provided on two or more segments 28 that are capable of being moved towards and away 29 from one another. For example, two portions may be coupled using a threaded shaft (e. g. a bolt) that 31 can be rotated to move the two portions towards and 32 away from one another. One of the portions could be 1 provided with a threaded nut that interengages with 2 the threads on the bolt. The threaded bolt may also 3 be provided with a quick-release mechanism, such as 4 a lever that is moved to disengage the nut from the bolt. This arrangement is similar to that used in a 6 common bench vice.

8 In use, the bolt may be driven by a motor located 9 within or as part of the cone 158. Rotation of the w 10 bolt in a first direction would draw the two 11 portions together and thus the cone 158 would be 12 threadedly engaged with the shaft 156. Rotation of 13 the bolt in a second direction, typically opposite 14 to the first direction, would move the two portions away from one another, thus releasing the cone 158 16 from the shaft 156 and allowing it to travel back to 17 its original starting position without rotation 18 (e.g. under the force of gravity or as the shaft 156 19 is pulled out of the borehole).
21 Alternatively, the two portions may be coupled using 22 a hydraulic cylinder or the like that can be 23 actuated and de-actuated to move the portions 24 towards and away from one another.
26 As a further alternative, other release mechanisms 27 could be used including a self-releasing (high 28 angle) or self-holding (small angle) taper such as a 29 Morse Standard Taper Shank or collet-type release.
31 With the cone 158 back in its original position, it 32 can be pulled through the perforated portion until a 1 non-perforated portion is reached, whereupon the 2 packer 152 is then inflated and the shaft 156 3 rotated to move the cone 158 through the liner to 4 expand it, as previously described.

6 The cone 58 may be double-sided, that is, the cone 7 158 can be provided with a face that can be used to 8 expand the liner or the like in both upward and 9 downward irections. Also, two packers 152 could be d used; one that travels with the cone 158 as w 11 described above, and a second that is used to anchor 12 the liner 162 at a lower end thereof continuously 13 whilst the remainder of the liner 162 is radially 14 expanded, as described above.

16 It would be advantageous to have a segmented cone 17 that is provided with a plurality of fingers that 18 are capable of being moved from a retracted 19 configuration to an expanded configuration. Outer surfaces of the fingers can provide one or more 21 expansion cones so that when the fingers are in the 22 expanded position, the cone can be used to radially 23 expand the liner 162. However, the cone can be run 24 into the borehole, liner etc in a collapsed state (i.e. with the fingers retracted). This is 26 advantageous as the liner 162 need not be provided 27 with a pre-expanded portion 162e, and the apparatus 28 150 can be run into a liner that has previously been 29 located in the borehole. The fingers of the cone can then be moved to the radially expanded position 31 so that the liner or the like can be expanded.

1 It will be noted that where an expandable cone is 2 used, the packer 152 can be used to inflate a lower 3 portion of the liner 162 (i.e. at the pre-expanded 4 portion 162e) to provide an anchor for the liner 162. Thereafter, the packer 152 is deflated and 6 moved upwardly to a second position, above the 7 first, and inflated again. The second expanded 8 portion of liner 162 facilitates opening of the 9 fingers of the cone more easily into the expanded configuration.

12 Referring to Fig. 7, there is shown an alternative 13 apparatus 200 for the radial expansion of a mixed 14 string of perforated and non-perforated tubulars.
16 Apparatus 200 is particularly suited for use when 17 expanding portions of non-perforated tubular 202 and 18 perforated or slotted tubular 204. It will be 19 generally appreciated that tubulars 202, 204 may be casing, liner or the like. It will also be 21 appreciated that tubular 202, 204 may comprise a 22 plurality of discrete lengths of tubular member that 23 are coupled together (e. g. by welding or screw 24 threads).
26 Apparatus 200 includes a rotary expansion mechanism 27 206 that typically comprises a cage 208 having a 28 number of roller bearings 210 attached thereto. The 29 roller bearings 210 are inclined (typically at around 20° with respect to a longitudinal axis of 31 the apparatus 200) so that they form an expansion 32 cone on their outer surfaces. Other angles between 1 around 5° and 45° can also be used, although angles 2 outwith this range may also be used. However, the 3 preferred angle is around 20°.

5 The rotary expansion mechanism 206 is primarily used 6 to transmit radial and pull force into a radial 7 expansion force, instead of only pull force. Thus, 8 the rotary expansion mechanism 206 has the advantage 9 of reducing friction.
11 An upper portion of the rotary expansion mechanism 12 206 is typically provided with attachment means (not 13 shown) such as screw threads or the like to enable 14 the apparatus 200 to be attached to a drill string, coiled tubing string or the like.

17 A solid expansion cone 212 is attached below the 18 rotary expansion mechanism 206, typically via a 19 shaft 214 or the like. It will be understood that the solid expansion cone 212 may be integral with 21 the rotary expansion mechanism 206. The solid 22 expansion cone 212 is typically of steel or ceramic, 23 but may be a combination of steel and ceramic, 24 although it may also be made' of tungsten carbide or the like. The solid expansion cone 212 is typically 26 of a material that is harder than the member that it 27 has to expand. As before, only the portion of the 28 cone 212 that come into contact with the tubulars 29 202, 204 need be of or coated with the harder material.

1 The perforated or slotted tubular 202 is provided 2 with a pre-expanded portion 202e in which a portion 3 of the apparatus 200 (typically the solid expansion 4 cone 212) is located. Similarly, the non-perforated tubular 204 is provided with a pre-expanded portion 6 204e that is attached to pre-expanded portion 202e 7 in use. Tubulars 202 and 204 can be coupled 8 together using any conventional means, such as screw 9 threads or the like. Conventional pin and box connections may be used, for example.

12 In use, the slotted or perforated tubular 202 is 13 lowered into the borehole (not shown) to the 14 required depth, and may be held in place using any conventional means (e.g. a packer or the like) if 16 required. Thereafter, the apparatus 200 is attached 17 to a string 216 of drill pipe or the like that forms 18 a conventional drill string. The apparatus 200 is 19 attached to the drill string 216 using any conventional means. It will be appreciated that 21 apparatus 200 could also be attached to a coiled 22 tubing string or the like.

24 The drill string 216 with the apparatus 200 attached thereto is then lowered into the borehole until the 26 solid expansion cone 212 is located within the pre-27 expanded portion 202e of the perforated or slotted 28 tubular 202. The non-perforated tubular 204 is then 29 lowered into the borehole and the pre-expanded portion 204e is threadedly engaged with the pre-31 expanded portion 202e of the perforated or slotted 32 tubular 202.

2 It will be appreciated that the apparatus 200 can be 3 located in the pre-expanded portions 202e, 204e and 4 the tubulars 202, 204 threadedly coupled at the surface so that the entire assembly can be lowered 6 into the borehole.

8 The rotary expansion mechanism 206 is then rotated, 9 typically by rotating the drill string 216. Where 10' the apparatus 200 is coupled to a coiled tubing 11 string, a mud motor or the like (not shown) 12 typically forms part of the string and can be used 13 to rotate the apparatus 200 by actuation of the 14 motor. The rotary expansion mechanism 206 may also be rotated by the flow of drilling fluid (e. g. mud) 16 through, over or across the mechanism 206. For 17 example, the rotary expansion mechanism 206 may be 18 provided with a turbine blade (not shown) that is 19 coupled to the rotary bearings 210 so that drilling fluid that passes over the turbine blades imparts a 21 rotational force to the rotary bearings 210.

23 As the rotary expansion mechanism 206 is rotated, it 24 is pulled upwards through the non-perforated tubular 204 to radially expand it. The inclination of the 26 roller bearings 210 of the rotary expansion 27 mechanism 206 provides an expansion force that 28 causes a radial plastic deformation of the non-29 perforated tubular 204 to radially expand its outer diameter and/or its inner diameter. It will be 31 appreciated that use of the term "radial plastic 32 deformation" is understood to be the use of an 1 expander device (e. g. the rotary expansion mechanism 2 206 or cone 212) that is pushed or pulled through 3 the tubular 204 to impart a radial expansion force 4 to the tubular 204 so that both the ID and the OD of the tubular 204 increases.

7 Once the non-perforated tubular 204 has been 8 completely expanded, the drill string 216 is then 9 lowered until the solid cone 212 contacts the perforated or slotted tubular~202: The cone 212 is 11 then forced through the perforated or slotted 12 tubular 202 by, for example, slacking off weight 13 above the apparatus 200 so that the weight of the 14 string 216 and the apparatus 200 is used to push down on the cone 212. In this way, the tubular 202 16 is radially expanded to increase its OD and its ID.

18 It will be appreciated that the drill string 216 may 19 be rotated, or the apparatus 200 otherwise rotated, so that the cone 212 rotates during use.

22 After the perforated or slotted tubular 202 has been 23 expanded, the drill string 216 and the apparatus 200 24 is then removed from the borehole in the conventional manner (e. g. it is pulled out of hole).

27 It will be appreciated that the solid cone 212 can 28 be replaced with another rotary expansion mechanism 29 206 that can be used to expand the slotted or perforated tubular 202. Where the combination 31 string comprises a single length of non-perforated 32 tubular above a single length of perforated or 1 slotted tubular, the rotary expansion mechanism 206 2 can be used for upward expansion of the non-3 perforated tubular, and a solid cone 212 used for 4 the downward expansi on of the perforated or non-perforated tubular. Alternatively, a solid cone 6 (e.g. cone 212) can be used to expand both. For 7 multiple lengths of non-perforated and perforated or 8 slotted tubular, it is preferable to use a rotary 9 expansion mechanism 206 for expansion in both the ''10 upward and downward directions.

12 It is possible that expanding a slotted tubular that 13 has non-perforated portions can be done with the 14 member in compression. The slotted portion can be expanded in this situation and it is possible that 16 the expansion force could increase by a factor of 10 17 or more at the non-perforated portions without 18 damaging the expanded perforated portion.

Certain embodiments of the apparatus and method 21 allow the radial expansion of a combination string 22 of both perforated or slotted tubulars. Certain 23 embodiments also allow the combination string to be 24 radially expanded in only a single pass of the apparatus through the combination string, thus 26 providing significant savings in terms of costs and 27 rig time.

29 Modifications and improvements may be made to the foregoing without departing from the scope of the 31 present invention.

Claims (31)

1. ~Apparatus for expanding a tubular member comprising an expander device (150, 200) that is capable of generating different radial expansion forces to expand respective portions (12, 14, 16, 22, 24, 26, 28, 30, 102, 104, 106, 108, 110) of the tubular member (10, 20, 60, 86, 162, 202, 204).
2. ~Apparatus according to claim 1, wherein the expander device (150, 200) includes an expansion cone (158, 206, 212).
3. ~Apparatus according to claim 2, wherein the expander device (150) further includes an inflatable element (152) having a shaft (156) rotatably attached thereto.
4. ~Apparatus according to claim 3, wherein the shaft (156) can rotate relative to the inflatable member (152).
5. Apparatus according to claim 3 or claim 4, wherein the inflatable member comprises a packer (152).
6. Apparatus according to any one of claims 3 to 5, wherein at least a portion of the shaft (156) is provided with a screw thread (156t).
7. Apparatus according to claim 6, wherein the expansion cone (158) can engage the screw thread (156t) on the shaft (156).
8. Apparatus according to claim 7, wherein the screw thread (156t) on the shaft (156) is a low-pitch screw thread (156t).
9. Apparatus according to claim 7 or claim 8, wherein the expansion cone (158) is capable of longitudinal movement along the screw thread (156t) when the shaft (156) is rotated relative to the cone (158).
10. Apparatus according to any one of claims 3 to 9, wherein the inflatable element (152) acts as an anchor for expansion of perforated and/or non-perforated portions (12, 14, 16, 22, 24, 26, 28, 30, 102, 104, 106, 108, 110) of the tubular member (10, 20, 60, 86, 162, 202, 204).
11. Apparatus according to any one of claims 3 to 10, wherein the inflatable element (152) isolates a pulling force applied to an expanded perforated portion (12, 22, 24, 102, 106, 110) during expansion of a non-perforated portion (14, 16, 26, 28, 30, 104, 108) of the tubular member (10, 20, 60, 86, 162, 202, 204).
12. Apparatus according to claim 1, wherein the expander device (200) comprises a rotary expansion mechanism (206) and a solid expansion cone (212) attached thereto.
13. Apparatus according to claim 12, wherein the rotary expansion mechanism (206) comprises a cage (208) having a plurality of roller bearings (210) attached thereto.
14. Apparatus according to claim 13, wherein the roller bearings (210) are inclined with respect to a longitudinal axis of the mechanism (206) so that they form an expansion cone on their outer surfaces.
15. Apparatus according to claim 14, wherein the roller bearings (210) are inclined at an angle of around 20°.
16. Apparatus according to any one of claims 12 to 15, wherein the rotary expansion mechanism (206) is rotatable.
17. Apparatus according to claim 16, wherein the rotary expansion mechanism (206) is rotatable by rotating a drill string (216), or by passing fluid over, across or through the expansion mechanism (206).
18. Apparatus according to any preceding claim, wherein the respective portions comprise first and second portions (12, 14, 16, 22, 24, 26, 28, 30, 102, 104, 106, 108, 110).
19. Apparatus according to claim 18, wherein the first portion includes at least one perforated portion (12, 22, 24, 102, 106, 110), and the second portion includes at least one non-perforated portion (14, 16, 26, 28, 30, 104, 108).
20. Apparatus according to any preceding claim, wherein the tubular member (10, 20, 60, 86, 162, 202, 204) comprises a string of discrete members having perforated (12, 22, 24, 102, 106, 110) and non-perforated portions (14, 16, 26, 28, 30, 104, 108).
21. A method of expanding a tubular member, the member including first and second portions (12, 14, 16, 22, 24, 26, 28, 30, 102, 104, 106, 108, 110), the method comprising the steps of running the tubular member (10, 20, 60, 86, 162, 202, 204) into a borehole and radially expanding the first and second portions (12, 14, 16, 22, 24, 26, 28, 30, 102, 104, 106, 108, 110) in the borehole using an expander device (150, 200), wherein different radial expansion forces are exerted on the first and second portions (12, 14, 16, 22, 24, 26, 28, 30, 102, 104, 106, 108, 110) respectively.
22. A method according to claim 21, wherein the method includes the additional step of providing an expander device (150) comprising an inflatable element (152) having a shaft (156) rotatably attached thereto, wherein at least a portion of the shaft (156) is provided with a screw thread (156t), and an expansion cone (158) that is engaged with the shaft (156).
23. A method according to claim 22, wherein the method includes the additional steps of attaching the expander device (150) to a drill string or coiled tubing string, and inflating the inflatable element (156) to radially expand a portion (162e) of the tubular member (162) into contact with a second conduit.
24. A method according to claim 23, wherein the method includes the additional steps of deflating the inflatable member (152) and pulling or pushing the expander device (158) through the tubular member (162) to radially expand at least a portion thereof to increase its outer diameter and/or it inner diameter.
25. A method according to claim 24, wherein the first portion comprises one or more perforated portions (12, 22, 24, 102, 106, 110), the second portion comprises one or more non-perforated portions (14, 16, 26, 28, 30, 104, 108), and the method includes the additional steps of arresting the travel of the expander device when the cone reaches the second portion (14, 16, 26, 28, 30, 104, 108) of the tubular member (162), inflating the inflatable member (152) and rotating the shaft (156) against the inflatable member (152).
26. A method according to claim 25, wherein rotation of the shaft (152) causes the cone (158) to move along the screw thread (156t) as it is held stationary by contact with an inner surface of the tubular member (162).
27. A method according to claim 25 or claim 26, wherein the method includes the additional step of rotating the shaft (156) in the opposite direction to move the cone (158) back along the screw thread (156t).
28. A method according to claim 27, wherein the method includes the additional steps of deflating the inflatable member (156) and pulling or pushing the expander device (150) through the tubular member (152) to radially expand at least a portion thereof to increase its outer diameter and/or its inner diameter.
29. A method according to claim 21, wherein the method typically the additional steps of providing an expander device (200) comprising a rotary expansion mechanism (206) and a solid expansion cone (212).
30. A method according to claim 29, wherein a first tubular member (202) includes one or more perforated portions, a second tubular member (204) includes one or more non-perforated portions, and the method includes the additional steps of rotating the rotary expansion mechanism (206) and pulling or pushing the device (200) through the second tubular (204) to impart a radial expansion force thereto.
31. A method according to claim 30, wherein the method includes the additional step of pushing or pulling the solid expansion cone (212) through the second tubular member (202).
CA2455233A 2001-08-16 2002-08-12 Apparatus for and a method of expanding tubulars Expired - Fee Related CA2455233C (en)

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GB0119977D0 (en) 2001-10-10
US20050126251A1 (en) 2005-06-16
GB2397081B (en) 2005-05-25
CA2455233A1 (en) 2003-02-27
GB0401763D0 (en) 2004-03-03
US7174764B2 (en) 2007-02-13
GB2397081A (en) 2004-07-14
WO2003015954A1 (en) 2003-02-27

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