IP Library Granted Patent US 9,016,364
Granted Patent B2
US 9,016,364 · App. 13/302,714 · Granted Apr 28, 2015

Convertible multi-function downhole isolation tool and related methods

Inventors: Louis W. Chenault (Argyle, TX); Graham L. Chenault (Argyle, TX); Glen Holcomb (New Iberia, LA); Kenneth W. Stokley (Victoria, TX)
Assignee: Wireline Solutions, LLC
E21B33/1204E21B33/1292E21B33/1293E21B33/1294E21B33/134
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Quick Facts
Patent No.
US 9,016,364
App. No.
13/302,714
Granted
Apr 28, 2015
Kind
B2
Abstract

A downhole isolation tool adapted to be converted in the field into any one of a bridge plug, ball drop plug, or a caged ball plug. The components used to assemble the tool, such as the mandrel, slips, and conversion adapters and accessories, are constructed primarily of non-metallic material. Through use of the disclosed isolation tool, drillout time is greatly reduced.

Claims (77)

1. A convertible downhole isolation tool for isolating a wellbore, the downhole tool comprising:

a mandrel made of non-metallic material, the mandrel comprising an isolation region at an upper end of the mandrel, the isolation region of the mandrel having an outer surface having a diameter greater than any diameter of the remainder of the mandrel, the outer surface adapted to receive a shear sleeve adapter thereover, and including holes that are alignable with holes in the shear sleeve adapter;

a slip assembly positioned around an outer surface of the mandrel;

a packing element positioned around the outer surface of the mandrel; and

a shoe positioned around a lower end of the outer surface of the mandrel,

wherein the isolation region of the mandrel is adapted to convert the isolation tool between at least a bridge plug, a caged ball plug, and a ball drop plug.

2. A downhole isolation tool as defined in claim 1 , further comprising a bridge plug adapter coupled along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the bridge plug.

3. A downhole isolation tool as defined in claim 2 , wherein the bridge plug adapter is made entirely of non-metallic material.

4. A downhole isolation tool as defined in claim 3 , wherein the isolation region comprises threads along an inner surface of the isolation region which are adapted to mate with threads on an outer surface of the bridge plug adapter, thereby forming a threaded connection having sufficient strength to retain the bridge plug adapter during downhole operations.

5. A downhole isolation tool as defined in claim 4 , wherein the bridge plug adapter comprises a sealing mechanism above the threads on the outer surface of the bridge plug adapter.

6. A downhole isolation tool as defined in claim 1 , further comprising a caged ball adapter coupled along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the caged ball plug.

7. A downhole isolation tool as defined in claim 6 , wherein the caged ball adapter comprises:

a non-metallic housing comprising a ball seat positioned therein and threads on an outer surface of the housing;

a non-metallic ball positioned on the ball seat; and

a mechanism to regulate fluid flow through the caged ball adapter.

8. A downhole isolation tool as defined in claim 7 , wherein the isolation region comprises threads along an inner surface of the isolation region which are adapted to mate with the threads on the outer surface of the housing, thereby forming a threaded connection having sufficient strength to retain the caged ball adapter during downhole operations.

9. A downhole isolation tool as defined in claim 8 , wherein the caged ball adapter comprises a sealing mechanism above the threads on the outer surface of the housing.

10. A downhole isolation tool as defined in claim 9 , wherein the caged ball adapter further comprises at least one fluid bypass port above the ball seat.

11. A downhole isolation tool as defined in claim 1 , further comprising a ball seat along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the ball drop plug.

12. A downhole isolation tool as defined in claim 11 , further comprising a beveled edge along an upper end of the mandrel, the beveled edge adapted to assist the drop ball in reaching the ball seat.

13. A downhole isolation tool as defined in claim 1 , wherein the slip assembly comprises:

a slip carrier made of non-metallic material; and

a plurality of slip inserts coupled to the slip carrier.

14. A downhole isolation tool as defined in claim 1 , wherein the shoe is made of non-metallic material.

15. A downhole isolation tool as defined in claim 14 , wherein the mandrel further comprises threads on the lower end of the outer surface of the mandrel, the shoe comprising threads on an inner surface of the shoe which mate with the threads on the lower end of the mandrel, thereby forming a threaded connection having strength sufficient to retain the shoe on the mandrel during downhole operations.

16. A downhole isolation tool as defined in claim 1 , wherein an upper end of the mandrel comprises a shoulder which prevents the mandrel from being forced out past lower tool components when pressure is applied from above the mandrel.

17. A method of isolating a wellbore, the method comprising the steps of:

(a) deploying an isolation tool downhole, the isolation tool comprising:

a mandrel made of non-metallic material, the mandrel comprising an isolation region at an upper end of the mandrel, the isolation region of the mandrel having an outer surface having a diameter greater than any diameter of the remainder of the mandrel, the outer surface adapted to receive a shear sleeve adapter thereover, and including holes that are alignable with holes in the shear sleeve adapter;

a slip assembly positioned around an outer surface of the mandrel;

a packing element positioned around the outer surface of the mandrel; and

a shoe positioned around a lower end of the outer surface of the mandrel,

wherein the isolation region of the mandrel is adapted to convert the isolation tool between at least a bridge plug, a caged ball plug, and a ball drop plug; and

(b) isolating the wellbore using the isolation tool.

18. A method as defined in claim 17 , wherein the isolation tool further comprises a bridge plug adapter coupled along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the bridge plug.

19. A method as defined in claim 18 , wherein the bridge plug adapter is made of non-metallic material.

20. A method as defined in claim 19 , wherein the isolation region comprises threads along an inner surface of the isolation region which are adapted to mate with threads on an outer surface of the bridge plug adapter, thereby forming a threaded connection having sufficient strength to retain the bridge plug adapter during downhole operations.

21. A method as defined in claim 20 , wherein the bridge plug adapter comprises a sealing mechanism above the threads on the outer surface of the bridge plug adapter.

22. A method as defined in claim 17 , wherein the isolation tool further comprises a caged ball adapter coupled along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the caged ball plug.

23. A method as defined in claim 22 , wherein the caged ball adapter comprises:

a non-metallic housing comprising a ball seat positioned therein and threads on an outer surface of the housing;

a non-metallic ball positioned on the ball seat; and

a mechanism to regulate fluid flow through the caged ball adapter.

24. A method as defined in claim 23 , wherein the isolation region comprises threads along an inner surface of the isolation region which are adapted to mate with the threads on the outer surface of the housing, thereby forming a threaded connection having sufficient strength to retain the caged ball adapter during downhole operations.

25. A method as defined in claim 24 , wherein the caged ball adapter comprises a sealing mechanism above the threads on the outer surface of the housing.

26. A method as defined in claim 17 , further comprising a ball seat along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the ball drop plug.

27. A method as defined in claim 26 , further comprising a beveled edge along an upper end of the mandrel, the beveled edge adapted to assist the drop ball in reaching the ball seat.

28. A method as defined in claim 17 , wherein the slip assembly comprises:

a slip carrier made of non-metallic material; and

a plurality of slip inserts coupled to the slip carrier.

29. A method as defined in claim 17 , wherein the shoe is made of non-metallic material.

30. A method as defined in claim 29 , wherein the mandrel further comprises threads on the lower end of the outer surface of the mandrel, the shoe comprising threads on an inner surface of the shoe which mate with the threads on the lower end of the mandrel, thereby forming a threaded connection having strength sufficient to retain the shoe on the mandrel during downhole operations.

31. A method as defined in claim 17 , wherein an upper end of the mandrel comprises a shoulder which prevents the mandrel from being forced out past lower tool components when pressure is applied from above the mandrel.

32. A method of manufacturing a downhole isolation tool, the method comprising the steps of:

(a) providing a mandrel made of non-metallic material, the mandrel comprising an isolation region at an upper end of the mandrel, the isolation region of the mandrel having an outer surface having a diameter greater than any diameter of the remainder of the mandrel, the outer surface adapted to receive a shear sleeve adapter thereover, and including holes that are alignable with holes in the shear sleeve adapter;

(b) providing a slip assembly positioned around an outer surface of the mandrel;

(c) providing a packing element positioned around the outer surface of the mandrel; and

(d) providing a shoe positioned around a lower end of the outer surface of the mandrel, wherein the isolation region of the mandrel is adapted to convert the isolation tool between at least a bridge plug, a caged ball plug, and a ball drop plug.

33. A method as defined in claim 32 , further comprising the step of providing a bridge plug adapter to be coupled along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the bridge plug.

34. A method as defined in claim 33 , wherein the bridge plug adapter is made of non-metallic material.

35. A method as defined in claim 34 , further comprising the step of providing threads along an inner surface of the isolation region which are adapted to mate with threads on an outer surface of the bridge plug adapter, thereby forming a threaded connection having sufficient strength to retain the bridge plug adapter during downhole operations.

36. A method as defined in claim 35 , further comprising the step of providing a sealing mechanism above the threads on the outer surface of the bridge plug adapter.

37. A method as defined in claim 32 , further comprising the step of providing a caged ball adapter to be coupled along an inner diameter of the isolation region of the mandrel, thereby converting the isolation tool into the caged ball plug.

38. A method as defined in claim 37 , wherein the caged ball adapter comprises:

a non-metallic housing comprising a ball seat positioned therein and threads on an outer surface of the housing;

a non-metallic ball positioned on the ball seat; and

a mechanism to regulate fluid flow through the caged ball adapter.

39. A method as defined in claim 38 , further comprising the step of providing threads along an inner surface of the isolation region which are adapted to mate with the threads on the outer surface of the housing, thereby forming a threaded connection having sufficient strength to retain the caged ball adapter during downhole operations.

40. A method as defined in claim 39 , further comprising the step of providing a sealing mechanism above the threads on the outer surface of the housing.

41. A method as defined in claim 32 , further comprising the step of providing a ball seat along an inner diameter of the isolation region of the mandrel which is utilized as a ball drop plug.

42. A method as defined in claim 41 , further comprising the step of providing a beveled edge along an upper end of the mandrel, the beveled edge adapted to assist the drop ball in reaching the ball seat.

43. A method as defined in claim 32 , wherein step (b) further comprises the steps of:

providing a slip carrier made of non-metallic material; and

providing a plurality of slip inserts coupled to the slip carrier, the slip carrier and the plurality of slip inserts forming the slip assembly.

44. A method as defined in claim 32 , wherein the shoe is made of non-metallic material.

45. A method as defined in claim 44 , further comprising the step of providing threads on the lower end of the outer surface of the mandrel, the shoe comprising threads on an inner surface of the shoe which mate with the threads on the lower end of the mandrel, thereby forming a threaded connection having strength sufficient to retain the shoe on the mandrel during downhole operations.

46. A method as defined in claim 32 , further comprising the step of providing a shoulder along an upper end of the outer surface of the mandrel.

Assignments (11)
RELEASE OF SECOND LIEN SECURITY INTEREST IN PATENTS RECORDED AT REEL 066565/FRAME 0968 Recorded Nov 12, 2024
From: GLAS USA LLC
To: FORUM ENERGY TECHNOLOGIES, INC.; FORUM US, INC.; GLOBAL TUBING, LLC; VARIPERM ENERGY SERVICES INC.
Reel/Frame 069338/0131 →
RELEASE OF PATENT SECURITY AGREEMENT RECORDED AT REEL 053399/FRAME 0930 Recorded Nov 11, 2024
From: U.S. BANK NATIONAL ASSOCIATION
To: FORUM ENERGY TECHNOLOGIES, INC.; FORUM US, INC.; GLOBAL TUBING, LLC
Reel/Frame 069318/0330 →
ASSIGNMENT AND ASSUMPTION OF SECOND LIEN TERM LOAN INTELLECTUAL PROPERTY SECURITY AGREEMENTS Recorded Sep 27, 2024
From: VARIPERM ENERGY SERVICES PARTNERSHIP, AS RESIGNING COLLATERAL AGENT AND ASSIGNOR
To: GLAS USA LLC, AS SUCESSOR AGENT AND ASSIGNEE
Reel/Frame 069067/0317 →
SECURITY INTEREST Recorded Jan 5, 2024
From: FORUM ENERGY TECHNOLOGIES, INC.; FORUM US, INC.; GLOBAL TUBING, LLC; VARIPERM ENERGY SERVICES INC.
To: VARIPERM ENERGY SERVICES PARTNERSHIP
Reel/Frame 066565/0968 →
SECURITY INTEREST Recorded Aug 4, 2020
From: FORUM ENERGY TECHNOLOGIES, INC.; FORUM US, INC.; GLOBAL TUBING, LLC
To: US BANK, NATIONAL ASSOCIATION
Reel/Frame 053399/0930 →
SECURITY INTEREST Recorded Nov 28, 2017
From: FORUM ENERGY TECHNOLOGIES, INC.; FORUM CANADA ULC
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 044812/0161 →
SECURITY INTEREST Recorded Oct 30, 2017
From: FORUM ENERGY TECHNOLOGIES, INC.; FORUM CANADA ULC
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 044635/0355 →
MERGER Recorded Jun 9, 2016
From: WIRELINE SOLUTIONS, L.L.C.
To: FORUM US, INC.
Reel/Frame 038856/0093 →
SECURITY AGREEMENT Recorded Jul 30, 2013
From: WIRELINE SOLUTIONS, L.L.C.
To: WELLS FARGO BANK, NATIONAL ASSOCIATION
Reel/Frame 030920/0160 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Mar 21, 2013
From: CHENAULT, LOUIS W.; HOLCOMB, GLEN
To: WIRELINE SOLUTIONS, LLC
Reel/Frame 030056/0646 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Jan 17, 2012
From: CHENAULT, GRAHAM L.; STOKLEY, KENNETH W.
To: CHENAULT, LOUIS W.; HOLCOMB, GLEN
Reel/Frame 027544/0091 →
Continuity (2)
Provisional Application 61416617 · Nov 23, 2010
Related Publication 20120125642A1 · May 24, 2012