IP Library Granted Patent US 9,540,897
Granted Patent B2
US 9,540,897 · App. 14/135,965 · Granted Jan 10, 2017

Overshot assembly and systems and methods of using same

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Quick Facts
Patent No.
US 9,540,897
App. No.
14/135,965
Granted
Jan 10, 2017
Kind
B2
Abstract

An overshot assembly for operative coupling to a wireline and a head assembly within a drilling system. The overshot assembly has at least one latch member that securely engages the inner surface of the head assembly without the use of a spearhead.

Claims (60)

1. A drilling system for use in a drilling formation, comprising:

a head assembly having a longitudinal axis, an outer surface, an inner surface, and a proximal end, the inner surface of the head assembly defining a central bore, the proximal end of the head assembly defining an opening in operative communication with the central bore; and

an overshot having:

a proximal portion configured for coupling to a wireline, wherein the proximal portion has a longitudinal axis and an inner surface defining a chamber, wherein the proximal portion of the overshot comprises an engagement surface positioned in communication with the chamber and oriented substantially perpendicularly to the longitudinal axis of the proximal portion of the overshot,

a distal portion configured for receipt within the central bore of the head assembly, wherein the distal portion of the overshot has a longitudinal axis and an inner surface defining a central bore, and wherein the distal portion comprises at least one latch member configured for movement about and between a latched position and a retracted position; and

a pivot joint element positioned between and coupled to the proximal portion and the distal portion of the overshot, wherein the distal portion is configured for pivotal movement in at least two planes relative to the proximal portion, wherein the pivot joint element comprises:

a first end portion configured for receipt within the chamber of the proximal portion of the overshot, wherein the first end portion of the pivot joint element comprises a ball joint having a substantially flat end surface; and

a second end portion configured for secure attachment to the distal portion of the overshot upon receipt of the second end portion within the central bore of the distal portion of the overshot,

wherein, upon positioning of the pivot joint element such that the end surface of the first end portion is substantially flush with the engagement surface of the proximal portion of the overshot, the longitudinal axes of the proximal and distal portions of the overshot are substantially axially aligned,

wherein the inner surface of the head assembly is configured for secure engagement with the at least one latch member of the overshot when the at least one latch member is positioned in the latched position, and

wherein, upon secure engagement between the at least one latch member of the overshot and the inner surface of the head assembly, the head assembly is operatively coupled to the overshot such that movement of the overshot results in a corresponding movement of the head assembly.

2. The drilling system of claim 1 , wherein the inner surface of the head assembly defines an inner diameter of the head assembly, and wherein, when the at least one latch member of the overshot is positioned in the retracted position, the at least one latch member defines an outer diameter of the distal portion of the overshot that is less than the inner diameter of the assembly.

3. The drilling system of claim 2 , wherein the head assembly comprises a retracting element having an inner surface that is configured for engagement with the at least one latch member of the overshot to move the at least one latch member from the latched position to the retracted position.

4. The drilling system of claim 2 , wherein the at least one latch member is biased toward the latched position.

5. An overshot for use in a drilling system, the drilling system having a wireline and a head assembly, the head assembly having a proximal end defining an opening and an inner surface defining a central bore of the head assembly, the overshot comprising:

a proximal portion configured for coupling to the wireline, wherein the proximal portion of the overshot has a longitudinal axis and an inner surface defining a chamber, wherein the proximal portion comprises an engagement surface positioned in communication with the chamber of the proximal portion and oriented substantially perpendicularly to the longitudinal axis of the proximal portion;

a distal portion coupled to the head assembly, wherein the distal portion of the overshot has a longitudinal axis and an inner surface defining a central bore; and

a pivot joint element positioned between and coupled to the proximal portion and the distal portion of the overshot, wherein the pivot joint element comprises:

a first end portion configured for receipt within the chamber of the proximal portion of the overshot, wherein the first end portion comprises a ball joint having a substantially flat end surface; and

a second end portion configured for secure attachment to the distal portion of the overshot upon receipt of the second end portion within the central bore of the distal portion of the overshot,

wherein, upon positioning of the pivot joint element such that the end surface of the first end portion is substantially flush with the engagement surface of the proximal portion of the overshot, the longitudinal axes of the proximal and distal portions of the overshot are substantially axially aligned,

wherein the distal portion of the overshot is configured for pivotal movement in at least two planes relative to the proximal portion of the overshot.

6. The overshot of claim 5 , wherein the distal portion of the overshot comprises:

an elongate body having a wall and an outer surface, the wall of the elongate body defining a central bore of the elongate body and at least one distal radial opening extending from the outer surface to the central bore of the elongate body;

at least one latch member configured for movement about and between a latched position and a retracted position; and

a driving member positioned at least partially within the central bore of the elongate body, the driving member having a longitudinal axis and a first wedge portion, the first wedge portion defining at least one driving surface, each driving surface of the at least one driving surface of the first wedge portion being tapered relative to the longitudinal axis of the driving member,

wherein the at least one latch member is configured for receipt within the at least one distal radial opening of the elongate body, each latch member of the at least one latch member being positioned in engagement with a corresponding driving surface of the first wedge portion of the driving member,

wherein, upon movement of the driving member in a first direction substantially parallel to the longitudinal axis of the driving member, the at least one driving surface of the driving member is configured to wedge the at least one latch member between the inner surface of the head assembly and the at least one driving surface such that the overshot securely engages the inner surface of the head assembly.

7. The overshot assembly of claim 6 , wherein, upon movement of the driving member in a second direction opposed to the first direction and substantially parallel to the longitudinal axis of the driving member, the at least one latch member is retracted relative to the inner surface of the head assembly.

8. The overshot of claim 5 , wherein the pivot joint element is configured for pivotal movement in a first plane relative to the proximal portion of the overshot such that the longitudinal axis of the distal portion of the overshot is substantially perpendicular to the longitudinal axis of the proximal portion of the overshot.

9. The overshot of claim 8 , wherein the inner surface of the proximal portion of the overshot defines a slot configured to receive the pivot joint element when the longitudinal axis of the distal portion of the overshot is positioned substantially perpendicularly relative to the longitudinal axis of the proximal portion of the overshot.

10. The overshot of claim 5 , wherein the pivot joint element is configured for pivotal movement in three perpendicular planes relative to the proximal portion of the overshot such that the longitudinal axis of the distal portion of the overshot is positioned at an orientation angle relative to the longitudinal axis of the proximal portion of the overshot, wherein the orientation angle ranges from about 0 degrees to about 45 degrees.

11. A drilling system for use in a drilling formation, comprising:

a head assembly having a longitudinal axis, an outer surface, an inner surface, and a proximal end, the inner surface of the head assembly defining a central bore, the proximal end of the head assembly defining an opening in operative communication with the central bore; and

an overshot having:

a proximal portion configured for coupling to a wireline, wherein the proximal portion has a longitudinal axis and an inner surface defining a chamber, wherein the proximal portion of the overshot comprises an engagement surface positioned in communication with the chamber,

a distal portion configured for receipt within the central bore of the head assembly, wherein the distal portion of the overshot has a longitudinal axis and an inner surface defining a central bore, and wherein the distal portion comprises at least one latch member configured for movement about and between a latched position and a retracted position; and

a pivot joint element positioned between and coupled to the proximal portion and the distal portion of the overshot, wherein the distal portion is configured for pivotal movement in at least two planes relative to the proximal portion, wherein the pivot joint element comprises:

a first end portion configured for receipt within the chamber of the proximal portion of the overshot, wherein the first end portion of the pivot joint element comprises a ball joint configured for engagement with the engagement surface of the proximal portion; and

a second end portion configured for secure attachment to the distal portion of the overshot upon receipt of the second end portion within the central bore of the distal portion of the overshot,

wherein the pivot joint element is configured for pivotal movement in a first plane relative to the proximal portion of the overshot such that the longitudinal axis of the distal portion of the overshot is substantially perpendicular to the longitudinal axis of the proximal portion of the overshot,

wherein the inner surface of the head assembly is configured for secure engagement with the at least one latch member of the overshot when the at least one latch member is positioned in the latched position, and

wherein, upon secure engagement between the at least one latch member of the overshot and the inner surface of the head assembly, the head assembly is operatively coupled to the overshot such that movement of the overshot results in a corresponding movement of the head assembly.

12. The drilling system of claim 11 , wherein the inner surface of the head assembly defines an inner diameter of the head assembly, and wherein, when the at least one latch member of the overshot is positioned in the retracted position, the at least one latch member defines an outer diameter of the distal portion of the overshot that is less than the inner diameter of the assembly.

13. The drilling system of claim 12 , wherein the at least one latch member is biased toward the latched position.

14. An overshot for use in a drilling system, the drilling system having a wireline and a head assembly, the head assembly having a proximal end defining an opening and an inner surface defining a central bore of the head assembly, the overshot comprising:

a proximal portion configured for coupling to the wireline, wherein the proximal portion of the overshot has a longitudinal axis and an inner surface defining a chamber,

wherein the proximal portion comprises an engagement surface positioned in communication with the chamber of the proximal portion;

a distal portion coupled to the head assembly, wherein the distal portion of the overshot has a longitudinal axis and an inner surface defining a central bore, wherein the distal portion of the overshot comprises:

an elongate body having a wall and an outer surface, the wall of the elongate body defining a central bore of the elongate body and at least one distal radial opening extending from the outer surface to the central bore of the elongate body;

a driving member positioned at least partially within the central bore of the elongate body, the driving member having a longitudinal axis and a first wedge portion, the first wedge portion defining at least one driving surface, each driving surface of the at least one driving surface of the first wedge portion being tapered relative to the longitudinal axis of the driving member; and

at least one latch member configured for receipt within the at least one distal radial opening of the elongate body, each latch member of the at least one latch member being positioned in engagement with a corresponding driving surface of the first wedge portion of the driving member,

wherein, upon movement of the driving member in a first direction substantially parallel to the longitudinal axis of the driving member, the at least one driving surface of the driving member is configured to wedge the at least one latch member between the inner surface of the head assembly and the at least one driving surface such that the overshot securely engages the inner surface of the head assembly; and

a pivot joint element positioned between and coupled to the proximal portion and the distal portion of the overshot, wherein the pivot joint element comprises:

a first end portion configured for receipt within the chamber of the proximal portion of the overshot, wherein the first end portion comprises a ball joint configured for engagement with the engagement surface of the proximal portion; and

a second end portion configured for secure attachment to the distal portion of the overshot upon receipt of the second end portion within the central bore of the distal portion of the overshot,

wherein the distal portion of the overshot is configured for pivotal movement in at least two planes relative to the proximal portion of the overshot, and wherein the pivot joint element is configured for pivotal movement in a first plane relative to the proximal portion of the overshot such that the longitudinal axis of the distal portion of the overshot is substantially perpendicular to the longitudinal axis of the proximal portion of the overshot.

15. The overshot of claim 14 , wherein the engagement surface of the proximal portion is oriented substantially perpendicularly to the longitudinal axis of the proximal portion, wherein the ball joint of the first end portion of the pivot joint element has a substantially flat end surface, and wherein upon positioning of the pivot joint element such that the end surface of the first end portion is substantially flush with the engagement surface of the proximal portion of the overshot, the longitudinal axes of the proximal and distal portions of the overshot are substantially axially aligned.

16. The overshot of claim 14 , wherein the inner surface of the proximal portion of the overshot defines a slot configured to receive the pivot joint element when the longitudinal axis of the distal portion of the overshot is positioned substantially perpendicularly relative to the longitudinal axis of the proximal portion of the overshot.

17. The overshot assembly of claim 14 , wherein, upon movement of the driving member in a second direction opposed to the first direction and substantially parallel to the longitudinal axis of the driving member, the at least one latch member is retracted relative to the inner surface of the head assembly.

Assignments (20)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 11, 2025
From: BOART LONGYEAR COMPANY
To: BOART LONGYEAR MANUFACTURING AND DISTRIBUTION INC.
Reel/Frame 070480/0001 →
SECURITY AGREEMENT Recorded Apr 13, 2024
From: BOART LONGYEAR COMPANY
To: ALLY BANK, AS COLLATERAL AGENT
Reel/Frame 067342/0954 →
RELEASE OF SECURITY INTEREST IN PATENTS RECORDED AT R/F 057438/0059 Recorded Apr 11, 2024
From: HPS INVESTMENT PARTNERS, LLC
To: BLY IP INC.
Reel/Frame 067097/0302 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Nov 29, 2023
From: LONGYEAR TM, INC.
To: BOART LONGYEAR COMPANY
Reel/Frame 065708/0633 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 3, 2022
From: BLY IP INC.
To: LONGYEAR TM, INC.
Reel/Frame 061521/0337 →
RELEASE OF SECURITY INTEREST Recorded Sep 30, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: LONGYEAR TM, INC.
Reel/Frame 057675/0405 →
RELEASE OF SECURITY INTEREST Recorded Sep 30, 2021
From: U.S. BANK NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: LONGYEAR TM, INC.
Reel/Frame 057878/0718 →
RELEASE OF SECURITY INTEREST Recorded Sep 30, 2021
From: WILMINGTON TRUST, NATIONAL ASSOCIATION, AS COLLATERAL AGENT
To: LONGYEAR TM, INC.
Reel/Frame 057675/0461 →
SECURITY INTEREST Recorded Sep 8, 2021
From: BLY IP INC.
To: HPS INVESTMENT PARTNERS, LLC
Reel/Frame 057438/0059 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jun 26, 2015
From: LONGYEAR TM, INC.
To: BLY IP INC.
Reel/Frame 035966/0866 →
RELEASE OF SECURITY INTEREST (TERM LOAN B) Recorded Mar 12, 2015
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: LONGYEAR TM, INC.
Reel/Frame 035197/0402 →
RELEASE OF SECURITY INTEREST (TERM LOAN A) Recorded Mar 12, 2015
From: WILMINGTON TRUST, NATIONAL ASSOCIATION
To: LONGYEAR TM, INC.
Reel/Frame 035186/0775 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 033712-0615 Recorded Nov 4, 2014
From: BANK OF AMERICA, N.A.
To: LONGYEAR TM, INC.
Reel/Frame 034150/0865 →
RELEASE OF SECURITY INTEREST RECORDED AT REEL/FRAME 032855/0636 Recorded Oct 29, 2014
From: BANK OF AMERICA, N.A.
To: LONGYEAR TM, INC.
Reel/Frame 034085/0585 →
SECURITY INTEREST (TERM LOAN B) Recorded Oct 29, 2014
From: LONGYEAR TM, INC.
To: WILMINGTON TRUST, N.A.
Reel/Frame 034085/0775 →
SECURITY INTEREST (TERM LOAN A) Recorded Oct 29, 2014
From: LONGYEAR TM, INC.
To: WILMINGTON TRUST, N.A.
Reel/Frame 034085/0704 →
NOTICE OF GRANT OF SECURITY INTEREST IN PATENTS Recorded Sep 10, 2014
From: LONGYEAR TM, INC.
To: BANK OF AMERICA, N.A., AS AGENT
Reel/Frame 033712/0615 →
SECURITY INTEREST Recorded May 9, 2014
From: LONGYEAR TM, INC.
To: BANK OF AMERICA, N.A., AS ADMINISTRATIVE AGENT
Reel/Frame 032855/0636 →
SECURITY INTEREST Recorded May 5, 2014
From: LONGYEAR TM, INC.
To: U.S. BANK NATIONAL ASSOCIATION
Reel/Frame 032818/0625 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Feb 20, 2014
From: DRENTH, CHRISTOPHER L.; LACHANCE, ANTHONY; IONDOV, GEORGE
To: LONGYEAR TM, INC.
Reel/Frame 032258/0827 →