Search Images Maps Play YouTube News Gmail Drive More »
Sign in
Screen reader users: click this link for accessible mode. Accessible mode has the same essential features but works better with your reader.


  1. Advanced Patent Search
Publication numberUS2197344 A
Publication typeGrant
Publication dateApr 16, 1940
Filing dateFeb 25, 1939
Priority dateFeb 25, 1939
Publication numberUS 2197344 A, US 2197344A, US-A-2197344, US2197344 A, US2197344A
InventorsMatlock Percy F
Original AssigneeMatlock Percy F
Export CitationBiBTeX, EndNote, RefMan
External Links: USPTO, USPTO Assignment, Espacenet
Setting tool
US 2197344 A
Abstract  available in
Previous page
Next page
Claims  available in
Description  (OCR text may contain errors)

A 16, 1940. P. F. MAT-LOCK SETTING TOOL Fil ed Feb; 25, 1959 3 Sheets-Sheet 1 PERCY MATLOCK INVENTOR. I


April 16, 1940;

P. F. MATLOCK SETTING TOOL Filed Feb. 25, 1939 s Sheets-Sheet 2 PERCY F. MATLOCK INVENTOR.

Evi 3/ ATTORNE Ap il 16. 1940.

P. F. MATLQCK SETTING TOOL 3 Sheets-Sheet 3 Filed Feb. 25, 1939 P E RCY F. MATLOCK INVENTOR.

24 97.3 film r mm, was; we.

laiii iis'tio f-i i b, Mk 11939" 'This inventionirelatessettingqtools nortiong 3i la'rly'adapted for setting or. no devices'withina .we11;-;: J I 1 The generaL object aiof fthis 'inventio s 0 PM vide 'a. setting tool for, positioninganeobject Withsitioning; various in a welly which tool.will'make,;it, possibie fprnn operator to I avoid sticking or. prematqre' anchor-k a'ge 'an'di release of a-member-heing-Jowe a well.

connection :with. :the, setting of a i whipstock in a. well butit to be understood that itis egpab fof use in connection with other types of tools,.;as

broken. Inas'muchms this ponn ectionsis currence .such, as; aboye refer to"b 'efploc "ed 'on the: connectionibetween 1 as "in connection: with whipstocks well; it 'n'ot'infrequently 1occurs- .thg.t gn einchoring device carriedbyathe tool may be prematurely released and:movedztooanchoring vposition; or the tool may elrcounterwsomei obstruc, n within thewen a'nd 'itsdownward progress sugld y halted.

with the present typel'ofsetting-tool, o sudden stop age" of the: device being lowered intothe' vweh cans'efs the entire' 'weightuof a ong string of ypipe by which the tool is"? being lowered: into the 11 and-the devioebeing'soflowered. Tni tigijijg; y

the ca, "seof-'- .a frangible connection such 9s,," irequently-usedin such locations, would mos C itainly 're's'lilt infbreaking the, connection between I the strin'g of pipe sandzthe:toolheing loweregj.

3 It is an object of ithiszinyention;;t,o;,povlgle a device which will prevent such occurrenbeen;v

In the case of certain tools, such as whipstook s "it'is very difiiculm-dueto their oonstruct connections-by :which they are lowere' ily adapted tome ,broken: by v the of the "pipe on which the whipstock owered, an. oc-

ed'to' will; a most inyariablyrresult in breaking :the .co hection. be-

45 andpossibly causing thecorral")letel'oslsof the Well ouegtowinability. to fishfthe .It is, therefore, on; obj

anchored. It'is also necessary that the connec- 55 tion between the pipe and the tool being set be The device herein described; -is il lilf t l t m i'f Fig.""7"i's"'e;n enlarged! verticaln=crossnse0t1or through the whipstock shown'inFlg; 1, illustrg'at mg t eme; thereof w A H 5 'Fi'g"8-is a'side eleva on f the ome hi cl ftaknfitright angles to lfhg. Fig; 9 is" a view similar-toFig.- 1; but showing .th parts after some-weight has heen pl aceo ';on th j' setting 'tool rand-before; all: ,of the weight of 1th tween" the eyz and t w s c a wh pipe has been-placedthereonr :whipstock- ,ar 1ohoredin the wro'rig'lplace in" thefwell y;

of th nwmmnt provide a means of preventingf the breaking of the connection between the str' g' fof pipe'ond gg'whip- 50 stockibeing lowered thereby,j"'

chorim position he-pipe and'the etishrokieh'; 5 v his nvention to providem ce whereby this maybe accomplished; fherf obje'ct snd advsnta es of thissiinvenq apparent fr9m"thofo11owing de- I v I q ncon ction with the accompany.- me drawings; herein like numerals indicate cor, resp ndin ;na ts n fie 'sectionthrough.favwell ihg of-"tool constructed in? "accordance vehtion'in -use'afor lowering sa whipcasing;the whipstockiin thisr ine evioe into-a welL: i'g 2- but "showingtth oils 1 oft-l the. anchoring mechanisn Fig; 10 is 'a:v.iew similar to Elgs g '-'showing theports win the position theyl occup after i the conn'ectioni between sthe se I which is shown-"in this instanceas wit set; has- 94 long; body with a; taperedfac assage through which a drill may be later lowred to change the direction of the drilled hole.

'Th whipstock here illustrated is adapted to e-anchored at any point desired within the ising. For the purpose of anchoring the whip- ;ock, a slip 5 is provided having teeth 6 thereon dapted to engage the inner surface of the casin nd having an inclined rear surface 1 adapted ride up on a tapered portion of the whipstock ody, and thus be wedged against the casing hen the whipstock body moves downwardly 'ith respect to the slip. During the movement f the whipstock into the casing, the slip 5 is eld downwardly in a lower position with respect the whipstock body by means of a link 8 conected by a pivot 9 to the slip and having an utwardly projecting angular part l fitting in a lot II in a sleeve l2 on the body. This sleeve l2 as a J-slot' l3 formed therein and adapted to eceive a pin H carried by the whipstock body a that when in the position shown in Fig. 8.the leeve and the slip 5 will be held down in a lower osition with respect to the whipstock body. The leeve I2 is provided with springs which are dapted at all times to press against the inner wall of the casing. When in the position shown n Fig. 8. the sleeve l2 overlies the end of a pin 5 mounted in a transverse opening in the body f the whipstock and spring pressed outwardly y a spring ll. When the whipstock body is otated in the sleeve l2'to move the pin ll intouch position that the sleeve may move upwardly an the whipstock body, the pin I6 is moved into egister with the J-slot i3 and permitted to :ress outwardly against the casing. In the event he casing is of the welded type having no joints herein, this pin simply rests against the inner vall of the casing and upon downward movenent of the whipstock body. the slip 5 will be 'orcedto anchoring position against the inner rail of the casing. If, however, the casing be of ;he type having couplings therein, and it be de- ;ired to set the whipstock so that the milling tool ater to be employed will not have to cut through a. coupling, the whipstock may be drawn upwardly with the pin l6 scraping along the casing: until ;he pin I6 enters the space between two sections :if casing within a coupling. The increased pull due to this pin, will notify the operator that a coupling has been located and he may then either set the whipstock in that position or move it upwardly a predetermined amount to make sure that when he does set it, it will be in such a position that the milling tool will not have to cut through a coupling.

The setting tool, to which this invention principally relates, is secured to the lower end of the tubing 3, and consists of a pair'of telescoping parts, the outer and upper of which is designated by the numeral l8 and the lower by the numeral l9. The part 19 has a fitting 29 on its upper end adapted to be screwed onto the lower end of the pipe, and the part l9 has a similar fitting 2| on its lower end adapted to receive a part 22 which in turn is secured to the tapered face of the body of the whipstock by means of a shear 'bolt 23. The outer surface of the member I9 is formed with splines 24 extending from end to end thereof, and the member I! is provided with a fitting 25 on its lower end which has internal slots 26 adapted to receive the splines 24. On the upper end of the member i9 is a fourth fitting 21, which is of a diameter too large to pass through the fitting 25 and which will, therefore,

ifi 2,197,844

prevent disengagement of the parts I8 and I9 from each other.

The fitting 21 is provided with a lateral opening 29 in one of its side walls, the same bein adapted to receive a shear pin 29. The shear pin 29 is threaded through the fitting l8 and with the opening 28 serves to hold the telescoping or lost motion connection in its extended position, as shown in Figs. 1 and 2. The shear pin 29 is of somewhat less strength than the bolt 23 so that when weight is placed upon the upper end of the setting tool, the pin 29 will shear and permit the parts l9 and I9 to telescope before the bolt 23 will shear. The parts l8 and I9 are made relatively long so that a considerable amount of lost motion will be permitted before the telescoping connection will be completely collapsed and the weight of the pipe placed upon the bolt 23. Therefore, even though a part or all of the weight of the pipe be placed on the setting tool, as would be the case where the whipstock is accidentally and prematurely anchored, or where it encounters some unexpected obstruction in the casing, the setting tool would not be disconnected from the whipstock but on the contrary, the operator would be signaled to the effect that the whipstock has stopped. This signal would be given by the temporary lightening of the load on the hoisting apparatus and then by the sudden dropping thereof when the pin 29 is severed.

In operation, the device will be lowered into a well with a tool such as the whipstock 2 on its lowerend and with the parts in the position they are shown in Figs. 1 and 2. In the event the whipstock should become prematurely anchored or should encounter an obstruction, a portion of the weight of the pipe will be taken by the setting tool until the pin 29 is sheared. This would signal the operator and would convey to him the knowledge that the whipstock had beenstopped in its downward travel, but the whipstock will not have been disconnected from the pipe by which it is lowered into the well. If the operator upon manipulating the pipe discovers that the slip has been prematurely set to anchor the whipstock or that for some other reason it is impossible to go on into the well with the whipstock, he still has a connection with the whipstock which will make it possible for him to pull the whipstock out of the well. There will thereby be avoided the danger of the whipstock becoming stuck in the well at the wrong point and the connection with the whipstock broken at the same time that itis set so that it cannot thereafter be removed without great difficulty.

In connection'with the whipstock illustrated, and many other tools employed in wells, .it is necessary in order to move the parts to the position where they can be anchored to rotate the pipe. It is also necessary in some cases to rotate the whipstock in order to properly orient it before it is set. Because of the splines 24 and the corresponding parts on the member l8, it is possible to rotate the whipstock or other tool eitherbefore or after the pin 29 has been sheared.

After the anchoring device, consisting of the slip 5, has been released and moved to anchoring position, it is desirable that it be firmly set in order that when the milling tool is operated against the surface 4 the whipstock will not thereby be rotated into the wrong position in the well. In order to accomplish this additional anchorage, the operator will allow sufficient weight on the setting tool to shear the pin 29.


After that he may move the pipe upwardly and downwardly allowing the part 25 to strike upon the part 2| and thus deliver repeated blows to the whipstock to more firmly anchor it. After it has been thus firmly anchored, sufiicient force is exerted on the setting tool to shear the bolt 23, whereupon the pipe and setting tool may be removed from the hole.

In view of the foregoing, it will be seen that one embodiment of this invention has been disclosed whereby all of the objects and advantages set forth in connection therewith maybe accomplished. g Having described my invention, I claim:

1. In combinationpwith a device to be set in a well,v a lowering string for lowering said device into position in a well, and means for connecting said lowering string to said device, said means including a lost motion connection, means of predetermined strength for normally holding said lost motion connection in extended position, and means of greater strength than said last mentioned means for joining .said lost motion connection to said device, whereby in the event down movement of said device into a well is suddenly halted, said means for holding the lost motion means extended may be overcome and said lost motion connection contracted to, prevent the weight and inertia of said lowering string from being exerted on the means for securing the lost motion connection to thedevice, and'whereby said device may then be removed from a well.

2. In combination with a device to be set in a well, a string of pipe for lowering said device into a well, a lost motion connection adjacent the lower end of said pipe and between the major portion of said pipe and the device, frangible means for securing said lostmotion connection to the'device, and frangible means of less strength than the iirst'frangible means for normally holding said lost motion connection extended.

3. In combination with a device to be set in a well, a string of pipe for lowering said device into a well providing a lost motion connection, a telescoping section at the lower end of said pipe, a frangible member for normally holding said telescoping section extended, and a second frangible member stronger than the first for securing the lower end of said telescoping section V to said device, whereby in the event downward progress of said device into a well is suddenly halted, the inertia of said pipe will be exerted upon said first frangible member and sever the same'and then taken up by said lost motion connection without causing the severence of said second frangible string of pipe from the device. 7

'4. A setting tool comprising a pair of upper and lower telescoping members, the upper of which is provided with means for connection to a string of pipe and the lower of which is'provided at its lower end with frangible means for connection to a device to be set in a well, and a frangible connection, of less strength than the said frangible means, between' the said upper and lower telescoping members and normally retaining said members in extended position but permitting said members to telescope and contract upon breakage of said frangible connection of less strength. g I

5. A setting tool as in claim 4, the lower end of the lower member. being provided with a jar fitting to receive impact of the upper member when said members are teiescoped. V

6. A setting tool as in claim 4, and meansto prevent separation of the members byupward movement of the upper member.


' member and the consequent disconnection of the

Referenced by
Citing PatentFiling datePublication dateApplicantTitle
US3029874 *Dec 18, 1958Apr 17, 1962Sprague & Henwood IncBases for mounting deflecting wedges of earth-boring or drilling equipment
US3095039 *Oct 7, 1960Jun 25, 1963Bowen Itco IncWhipstock and anchoring mechanism therefor
US3411597 *Jul 18, 1967Nov 19, 1968Kinley Co J CSafety shear pin assembly
US5531271 *Mar 31, 1995Jul 2, 1996Weatherford Us, Inc.Whipstock side support
US5826651 *Jul 30, 1996Oct 27, 1998Weatherford/Lamb, Inc.Wellbore single trip milling
US5836387 *Aug 13, 1997Nov 17, 1998Weatherford/Lamb, Inc.System for securing an item in a tubular channel in a wellbore
US6035939 *Nov 9, 1998Mar 14, 2000Weatherford/Lamb, Inc.Wellbore anchor system
US7380596 *Mar 10, 2006Jun 3, 2008Halliburton Energy Services, Inc.Downhold disconnect safety joint
US7431094 *Mar 10, 2006Oct 7, 2008Halliburton Energy Services, Inc.Method for utilizing downhole safety joint
US8763685 *Nov 8, 2011Jul 1, 2014Baker Hughes IncorporatedWhipstock assembly and method for low side exit
US20130025864 *Nov 8, 2011Jan 31, 2013Baker Hughes IncorporatedWhipstock assembly and method for low side exit
U.S. Classification175/294, 166/113, 175/301, 166/216, 166/117.6
International ClassificationE21B7/04, E21B23/01, E21B7/08, E21B23/00, E21B7/06
Cooperative ClassificationE21B23/01, E21B7/061
European ClassificationE21B23/01, E21B7/06B