IP Library Granted Patent US 12,173,573
Granted Patent B2
US 12,173,573 · App. 17/956,429 · Granted Dec 24, 2024

Adjustable element energy retention mechanism

Inventors: Aihua Liang (Carrollton, TX); Wesley P. Dietz (Carrollton, TX); Alireza Yazdanshenas (Carrollton, TX)
Assignee: Halliburton Energy Services, Inc.
E21B23/01
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Quick Facts
Patent No.
US 12,173,573
App. No.
17/956,429
Granted
Dec 24, 2024
Kind
B2
Abstract

Provided, in one aspect, is an anchoring subassembly, a well system, and a method. The anchoring subassembly, in one aspect, includes a mandrel, and an isolation element positioned about the mandrel, the isolation element configured to move between a radially retracted state, a fully radially expanded state, and a relaxed radially expanded state. The anchoring subassembly, in one aspect, further includes a ratch latch body coupled to the isolation element, the ratch latch body configured to hold the isolation element in the fully radially expanded state, and a relief feature coupled to the ratch latch body, the relief feature configured to shear to release stored energy in the isolation element and thereby allow the isolation element to move from the fully radially expanded state to the relaxed radially expanded state.

Claims (47)

1. An anchoring subassembly, comprising:

a mandrel;

an isolation element positioned about the mandrel, the isolation element configured to move between a radially retracted state, a fully radially expanded state, and a relaxed radially expanded state;

a ratch latch body coupled to the isolation element, the ratch latch body configured to hold the isolation element in the fully radially expanded state; and

a relief feature coupled to the ratch latch body, the relief feature configured to shear to release stored energy in the isolation element and thereby allow the isolation element to move from the fully radially expanded state to the relaxed radially expanded state, wherein the relief feature is a primary holding shear feature coupled to the ratch latch body, and further including a secondary holding shear feature coupled to the ratch latch body, the secondary holding shear feature configured to hold the isolation element in a relaxed radially expanded state upon the primary holding shear feature shearing.

2. The anchoring subassembly as recited in claim 1 , wherein the primary holding shear feature has a primary shear strength less than or equal to a secondary shear strength of the secondary holding shear feature.

3. The anchoring subassembly as recited in claim 2 , wherein the primary holding shear feature has a primary shear strength less than a secondary shear strength of the secondary holding shear feature.

4. The anchoring subassembly as recited in claim 2 , wherein the primary holding shear feature is located uphole of the secondary holding shear feature.

5. The anchoring subassembly as recited in 4 , wherein the secondary holding shear feature is located in a gapped profile in the mandrel, the secondary holding shear feature including a first relaxation gap located on a first side of the secondary holding shear feature when the isolation element is in the fully radially expanded state and a second relaxed gap located on a second side of the secondary holding shear feature when the isolation element is in the relaxed radially expanded state.

6. The anchoring subassembly as recited in claim 5 , wherein the first relaxation gap is located uphole of the second relaxed gap.

7. The anchoring subassembly as recited in claim 2 , wherein the primary holding shear feature is located downhole of the secondary holding shear feature.

8. The anchoring subassembly as recited in claim 7 , further including a relaxation gap located between the secondary holding shear feature and the ratch latch body when the isolation element is in the fully radially expanded state, the relaxation gap configured to close upon the primary holding shear feature shearing, thereby allowing the isolation element to move to the relaxed radially expanded state.

9. The anchoring subassembly as recited in claim 8 , further including a replaceable spacer feature located within the relaxation gap, the replaceable spacer feature configured to adjust an amount of movement of the isolation element upon the primary holding feature shearing.

10. A well system, comprising:

a main wellbore located in a subterranean formation;

a lateral wellbore extending from the main wellbore; and

a whipstock assembly including an anchoring subassembly positioned proximate an intersection between the main wellbore and the lateral wellbore, the anchoring subassembly including:

a mandrel;

an isolation element positioned about the mandrel, the isolation element configured to move between a radially retracted state, a fully radially expanded state, and a relaxed radially expanded state;

a ratch latch body coupled to the isolation element, the ratch latch body configured to hold the isolation element in the fully radially expanded state; and

a relief feature coupled to the ratch latch body, the relief feature configured to shear to release stored energy in the isolation element and thereby allow the isolation element to move from the fully radially expanded state to the relaxed radially expanded state, wherein the relief feature is a primary holding shear feature coupled to the ratch latch body, and further including a secondary holding shear feature coupled to the ratch latch body, the secondary holding shear feature configured to hold the isolation element in a relaxed radially expanded state upon the primary holding shear feature shearing.

11. The well system as recited in claim 10 , wherein the primary holding shear feature has a primary shear strength less than or equal to a secondary shear strength of the secondary holding shear feature.

12. The well system as recited in claim 11 , wherein the primary holding shear feature has a primary shear strength less than a secondary shear strength of the secondary holding shear feature.

13. The well system as recited in claim 11 , wherein the primary holding shear feature is located uphole of the secondary holding shear feature.

14. The well system as recited in 13 , wherein the secondary holding shear feature is located in a gapped profile in the mandrel, the secondary holding shear feature including a first relaxation gap located on a first side of the secondary holding shear feature when the isolation element is in the fully radially expanded state and a second relaxed gap located on a second side of the secondary holding shear feature when the isolation element is in the relaxed radially expanded state.

15. The well system as recited in claim 14 , wherein the first relaxation gap is located uphole of the second relaxed gap.

16. The well system as recited in claim 11 , wherein the primary holding shear feature is located downhole of the secondary holding shear feature.

17. The well system as recited in claim 16 , further including a relaxation gap located between the secondary holding shear feature and the ratch latch body when the isolation element is in the fully radially expanded state, the relaxation gap configured to close upon the primary holding shear feature shearing, thereby allowing the isolation element to move to the relaxed radially expanded state.

18. The well system as recited in claim 17 , further including a replaceable spacer feature located within the relaxation gap, the replaceable spacer feature configured to adjust an amount of movement of the isolation element upon the primary holding feature shearing.

19. The well system as recited in claim 10 , wherein the whipstock assembly further includes a whipstock element section position uphole of the sealing element while the isolation element is in the fully radially expanded state or the relaxed radially expanded state.

20. A method, comprising:

positioning a whipstock assembly including an anchoring subassembly proximate an intersection between a main wellbore and a lateral wellbore, the anchoring subassembly including:

a mandrel;

an isolation element positioned about the mandrel, the isolation element configured to move between a radially retracted state, a fully radially expanded state, and a relaxed radially expanded state;

a ratch latch body coupled to the isolation element, the ratch latch body configured to hold the isolation element in the fully radially expanded state; and

a relief feature coupled to the ratch latch body, the relief feature configured to shear to release stored energy in the isolation element and thereby allow the isolation element to move from the fully radially expanded state to the relaxed radially expanded state, wherein the isolation element is in the fully radially expanded state, wherein the relief feature is a primary holding shear feature coupled to the ratch latch body, and further including a secondary holding shear feature coupled to the ratch latch body, the secondary holding shear feature configured to hold the isolation element in a relaxed radially expanded state upon the primary holding shear feature shearing.

21. The method as recited in claim 20 , further including shearing the relief feature coupled to the ratch latch body while the isolation element is in the fully radially expanded state, the shearing allowing the isolation element to move to the relaxed radially expanded state.

22. The method as recited in claim 21 , further including applying pressure to the whipstock assembly to move the isolation element from the relaxed radially expanded state to the radially retracted state, and then pulling the whipstock assembly uphole.

23. The method as recited in claim 21 , further including washing over the isolation element in the relaxed radially expanded state, and then pulling the whipstock assembly uphole.

24. The method as recited in claim 20 , wherein the primary holding shear feature has a primary shear strength less than or equal to a secondary shear strength of the secondary holding shear feature.

25. The method as recited in claim 24 , wherein the primary holding shear feature has a primary shear strength less than a secondary shear strength of the secondary holding shear feature.

26. The method as recited in claim 24 , wherein the primary holding shear feature is located uphole of the secondary holding shear feature.

27. The method as recited in claim 26 , wherein the secondary holding shear feature is located in a gapped profile in the mandrel, the secondary holding shear feature including a first relaxation gap located on a first side of the secondary holding shear feature when the isolation element is in the fully radially expanded state and a second relaxed gap located on a second side of the secondary holding shear feature when the isolation element is in the relaxed radially expanded state.

28. The method as recited in claim 27 , wherein the first relaxation gap is located uphole of the second relaxed gap.

29. The well system as recited in claim 24 , wherein the primary holding shear feature is located downhole of the secondary holding shear feature.

30. The method as recited in claim 29 , further including a relaxation gap located between the secondary holding shear feature and the ratch latch body when the isolation element is in the fully radially expanded state, the relaxation gap configured to close upon the primary holding shear feature shearing, thereby allowing the isolation element to move to the relaxed radially expanded state.

31. The method as recited in claim 30 , further including a replaceable spacer feature located within the relaxation gap, the replaceable spacer feature configured to adjust an amount of movement of the isolation element upon the primary holding feature shearing.

Assignments (1)
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Sep 29, 2022
From: LIANG, AIHUA; DIETZ, WESLEY P.; YAZDANSHENAS, ALIREZA
To: HALLIBURTON ENERGY SERVICES, INC.
Reel/Frame 061259/0168 →
Continuity (2)
Provisional Application 63251740 · Oct 4, 2021
Related Publication 20230107931A1 · Apr 6, 2023
Cited By (1)
US 12,553,309