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Publication numberUS2134287 A
Publication typeGrant
Publication dateOct 25, 1938
Filing dateFeb 18, 1936
Priority dateFeb 18, 1936
Publication numberUS 2134287 A, US 2134287A, US-A-2134287, US2134287 A, US2134287A
InventorsMatlock Percy F
Original AssigneeMatlock Percy F
Export CitationBiBTeX, EndNote, RefMan
External Links: USPTO, USPTO Assignment, Espacenet
US 2134287 A
Abstract  available in
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Claims  available in
Description  (OCR text may contain errors)

Oct. 25, 1938. P. F. MA'rLocK wHIPsTocK Filed Feb. 1s, 193s SMQ/rm Percy Mat/ack,

Patented Oct. 25, 1938 UNITED STATES PATENT OFFICE WHIPSTOCK Percy F. Matlock, Houston, Tex.

Application February 18, 1936, Serial No. 64,448


This invention relates to an improvement in whipstocks for use in sidetracking oil and water wells, and more particularly to mechanism for setting such whipstocks. I

It is the present practice when it is desired to sidetrack a well, to place within the well bore an elongated wedge-shaped block of iron, and to lock the same in place just below the point where it is desired to sidetrack the well. This block oi iron deects the bit or other drilling tool against one side of the casing, thereby causing it to cut through the casing wall and take a new direction with respect to the'previously drilled hole. These wedge-shaped blocks are known as whipstocks, and are secured in placeat the desired point in the well casing by one of several methods.

One method of securing the whipstock in place is by lowering a supplementary string of pipe into the well of such length that it will extend from the bottom of the hole up to the position where the whipstock is to be located. The whipstock is then lowered intothe upper end of this string of pipe and the sidetracking of the well may then proceed.

Another method of positioning the whipstock in the well is by the use of a tripping and locking mechanism, which is carried by the whipstock itself, and by which the whipstock is locked in place at the desired point by contact with the side walls of the casing. For this purpose, a wedge or slip serves to wedge the whipstock tightly in the casing.

'I'he second mentioned method of setting whipstocks is the more common, because the expense involved in a secondary string of pipe is usually too great for the first method to be used.

In the second method, the tripping mechanism has in the past depended upon the action of a trigger which catches between the ends of adjacent sections of the Well casing within the recess of the ordinary casing coupling. This trigger serves to release a spring actuated slip which in turn locks the whipstock in the well casing. This mechanism ordinarily works with a fair degree of satisfaction, but is entirely dependent upon the couplings of the casing for the purpose of operating the trigger. It has recently been found desirable to weld together the ends of the sections of well casing, thus eliminating the couplings which have been customary in' the past. In such an instance, the present tripping mechanism as above described is ineffective because it depends upon the recess in the old type of coupling. In setting casing it is also the present practice to pump cement through the casingl to give a. solid seat for the casing shoe and to shut off surface water above the formation. This cement often iills the center of theA couplings between the ends of the pipe, thus preventing the trigger from catching at the desired depth which necessitates 5 pulling the whipstock out of the hole. When this occurs the tripping trigger almost invariably catches in some other coupling far above the desired point in the well whichreleases the locking mechanism and causes the whipstock to set at 10 the wrong depth. In this case the only procedure is to shear loose from the whipstock and remove it later with iishing tools. Thus it is seen that even though it is very desirable to trip the mechanism at the desired depth and with correct position with respect to the casing couplings, it is not always possible to do so with the previously used mechanism.

It is the purpose of this invention to provide a mechanism for setting whipstocks which will function equally weil in casing with couplings, or in welded casing without couplings. It is a further object to provide ameans whereby when the whipstock is to be set in a casing with couplings, the couplings may be located with respect to the whipstock before the whipstock is set, so that the whipstock can be set at a point at which the bit will drill through without striking a coupling.

It is a further object to provide a device for set- A ting whipstocks which will not depend for its action upon the contour of the inner surface of the well casing in'which it is to be set. With vthe above and other objects in View, this invention consists of the various parts and combinations set forth in the following description and the accompanying drawing. It is to be understood,

however, that such description and drawing are by way of illustration and example only, and are not to be taken as in any way a limitation upon the spirit or scope of this invention. Such limitation is to be only by the prior art and by the terms of the appended claims.

Referring now more particularly to the drawing, in which like numerals indicate corresponding parts throughout: 45

Fig. l is a side elevation of the setting mechanism of a whipstock constructed in accordance with this invention.

Fig. 2 is a view partly in section taken at right angles to Fig. 1. A l Fig. 3 is a horizontal cross section, of the tie-v vice taken along the line 3 -3 of Fig. 2.

Fig. 4 is a similar view taken along [the line 4-4ofFig.1.

Fig. 5 is a vertical sectional view illustratingy a 55 whipstock constructed in accordance with this invention, being locked in position within a well casing.

In the drawing the numeral I indicates the body of a whipstock, the upper portion of which is of substantially conventional form, being tapered as at 2 for the purpose of deilecting the bit or drilling tool toward one side of the casing.

The lower portion of the whipstock body is formed to receive the locking mechanism and comprises a lower end portion 3 of reduced diameter. Extending upwardly along the side of the whipstock body from the lower portion 3 is a dovetail slot tapering in depth from its lower end upwardly and adapted to slidingly receive a slip 5 having a cross section shape such as to engage the slot I and be supported thereby against radial movement away from the whipstock body. The face of this slip is provided with teeth or serrations at t, and its lower end is formed with an extension 1 carrying ears 3. 'I'hese ears 8 cooperate with an ear 9 on a link I0 to form a hinge connection with said link, and the link III has an ear II on its lower end forming a hinge connection with the ears I2 on a hook-shaped member I3. The member I3 is positioned in such a manner that the end I4 thereof projects vin a substantially radial direction outwardly with respect to' the whipstock.

Slidably mounted on the section 3 of the whipstock is a sleeve member I5 having a circumferentially disposed slot I6 adjacent its upper end adapted to receive the outwardly extending portion I4 of the member I3. The sleeve I5 is provided with leaf springs I1, or the like, secured thereto as by rivets I8, and adapted to at all times bear outwardly and frictionally engage the inner walls of the casing. A cap IS is threaded onto the lower end of the whipstock, and is provided with a rounded lower surface to facilitate the lowering of the whipstock into the well.

Extending upwardly from the lower end of the sleeve I5 is a bayonet slot having a vertical or longitudinal portion 20 and a horizontal or circumferentially extending portion2I. This slot is adapted to engage` with a pin 22 iixedly mounted on the portion 3 oi' the whipstock and serving to prevent the longitudinal movement of the sleeve I5 and the slip 5 when the parts are in the po;i tion illustrated in Fig. 1.

Directly below the pin 22 is a second'pin 23 which is slidably mounted in a radially extending opening 2l formed in the whipstock body. within the opening 24 behind the pin 23 and constantly urging the same radially outwardly is a spring or the like 25. This pin 23 is normally held Within its recess 24 when the parts are in the position illustrated in 11g. 1 by virtue of the fact that a portion of the sleeve I5 overlies the end of the opening 2l.

When the whipstock is being lowered into the well, its upper end is secured by suitable means such as a bolt 25 to the lower end of a string of pipe 21. It is thus lowered into the casing 23 which may be of the welded type as above set forth, or the type employing couplings such as illustrated at 29. As shown, where couplings are employed, there is usually aspace 33 left between the ends oi' the adjacent sections of casing, and these cooperate with the .whipstock in a manner presently to be set forth.

In operation, the parts are rst arranged as illustrated in Fig. 1 withthe sleeve I5 and-the slip 5 in their lowermost position, and with the-'sleeve held in place by the fixed pin 22,l in which lposition the pin 23 is retained bythe sleeve. 'The whipstock is then lowered into the well .by means of a string of pipe 21 as illustrated in Fig. 5 until the approximate depth is reached at which the whipstock is to be set. If the casing in which the device is being set is of the welded type employing no couplings, the string of pipe is then simply twisted to the right so` as to move the pin 22 along the horizontal portion 2i of the bayonet slot in the sleeve I5 to la position at the top oi' the vertical portion 20 of that slot. During this operation, the sleeve I5 is held against turning by virtue of the frictional contact between the springs I1 and the side walls of the casing. The string of pipe is then again lowered so as'to cause the pin 22 to pass downwardly along the vertical portion 20 of the bayonet slot, the sleeve I5 being supported against downward movement by the frictional contact between the springs I1 and the side walls of the casing. Upon this downward n'lovement, the slip 5 which is connected to the sleeve I5 by means oi the hook-shaped member I3, is caused to slide upwardly with respect to upwardly, it will be seen that it will move radially foutwardlyto wedge itself firmly against the side wall of the casing until the whipstock is securely locked in position. Upon further lowering of the pipe string 21, the weight of the string will cause the bolt 26 to shear off, thus releasing the pipe string and permitting its removal from the well.

When the whipstock is to be set in a casing-having couplings such as ilustrated in Fig. 5 the procedure is only slightly diilerent. As in the previous case, when approximately the desired depth is reached the pipe string 21 and the whipstock are rotated to the right so as to move the pin 22 toits position at the top of the vertical portion 2l of the bayonet slot.A In doing this, however, 4it is noted that the pin 23 is also moved to a position where it registers with the vertical portion 2l vof the bayonet slot and is thus no longer retained within the whipstock body, but is expelled therefrom to a limited extent by means of the spring' 25. This pin will be expelled until it contacts the casing wall, after which the pipe string and whipstock are drawn upwardly slowly until the pin 23 catches within a recess or space 3l between two sections of casing at the point of coupling of the same. 'I'his deilnitely locates the. coupling with respect to the whipstock, and upon slight movement in either direction the pin 23 ma be sheared oif so as to permit the setting of the pstock. I! it is desired to make sure that the whipstock is set a suilicient distance above a coupling, then the whipstock will be moved upwardly to shearoi! the pin 23. After this is accomplished the setting of the whipstocky may proceed as in theprevious in- `has been prvided for the setting or whipstock; in well casings, which may be set wholly independently of any coupling or other peculiar contour of the inner wall of the casingij 1th iurtherapparent that it may be set'with equal Afacility in'.

casing which is put together with couplings and 70 'l in a casing which is welded together. In addition. it will be appreciated that the position ofthe whipstock with respect to any coupling which may be present in the well can be positively and accuratelycontrolledsothatwhcnthedrillinggg tool is put in operation it will be certain that it will not be called upon to drill out through a coupling in the casing.

I claim:

l. In a whipstock, a body having a substantially radialopening therein, a pin slidable in said opening, resilient means behind said pin to constantly urge the pin radially outwardly, a sleeve around saidl body adapted to extend over said opening to confine said pin and movable to release the same so that said pin may be projected against a casing wall and to catch at a coupling between the pipe ends when the whipstock is moved longitudinally of such casing to locate such coupling with respect to the whipstock.

2. In a whipstock, a body having a substantially radial opening therein, a pin slidable in said opening, resilient means behind said pin to constantly urge the pin radially outwardly, a sleeve around said body adapted to extend over said opening to confine said pin and movable to release the same so that said pin may be projected against a casing wall and to catch at a coupling between the pipe ends when the whipstock is moved longitudinally of such ,casing to locate such coupling with respect to the whipstock, and means on said sleeve to frictionally engage the side wall of such casing to resist movement of the sleeve with respect thereto.

3. A whipstock comprising a body having a substantially radial opening therein, and a longitudinally extending slideway in one side thereof and extending outwardly and upwardly with respect to the body, a slip slidable in said slideway to cause locking of the whipstock in a casing, a sleeve rotatably and slidably mounted on said body, means connecting said slip to said sleeve for sliding movement therewith, means on said body for normally latching said sleeve against upward movement and releasable therefrom by rotative movement of said body with respect to said sleeve, means on said sleeve for frictionally engaging the wall of a casing to resist rotative and sliding movement of said sleeve with respect to such casing, a pin slidably mounted within said opening, and a spring urging said pin outwardly said-pin being normally conned by said sleeve and releasable by the same rotative movement necessary to release said sleeve from said latching means, whereby said pin may be projected against a casing wall to catch between pipe ends at a coupling and locate the coupling with respect to the whipstock.

4. In a whipstock, a body having an opening therein, a catch movable in said opening, means constantly urging said catch outwardly with respect to said body, means on said body adapted to normally extend over said opening to confine said catch and movable to release the same so that said catch may be projected against a casingl wall and catch, at a coupling between the casing pipe ends when the whipstock is moved longitudinally of the casing to locatev such coupling with respect to the whipstockl PERCY F. MATLOCK.

Referenced by
Citing PatentFiling datePublication dateApplicantTitle
US3104718 *Aug 24, 1959Sep 24, 1963Union Oil CoDevice for perforating pipe strings
US4498534 *Sep 26, 1979Feb 12, 1985Mwl Tool And Supply CompanyLiner hanger assembly
U.S. Classification166/117.6, 166/216, 166/214
International ClassificationE21B7/06, E21B7/08, E21B7/04
Cooperative ClassificationE21B7/061
European ClassificationE21B7/06B