GB2080371A - Method and Apparatus for Setting a Whipstock in a Well Conduit - Google Patents

Abstract

A whipstock 10 having a tool guiding face 13 and an anchor 20 including a shaft 26 is secured in the desired angular orientation within a packer 40 including slips 42 and 44 and a packing sleeve 46. An annular compass or other indicating means may be provided on the shaft 26 in order to permit predetermined adjustment of the angular position of the whipstock relative to the shaft prior to running the anchor into engagement with the packer. <IMAGE>

Description

SPECIFICATION Method and Apparatus for Setting a Whipstock in a Well Conduit The invention relates to the installation in a subterranean well casing of a whipstock with the arcuate face of a whipstock disposed at a desired angular relationship with respect to the casing, and to apparatus designed for this purpose.

Obstructions and blockages are often encountered in subterranean well casings which interfere with the production or further drilling of the well. In such cases, it has been the practice to deflect the drilling tool angularly so that it cuts through the casing and then produces a new bore which is directed downwardly and laterally in order to pass around the blockage or obstruction and re-orientate the hole. Whenever it is necessary that such hole or window be cut in the casing wall, it is generally required that the angular position of the window be precisely located, so that the new hole will successfully avoid the blockage or other obstructions and will proceed toward the production formation along a prescribed path.

The angular deflection of the drill bit has in the past been accomplished by the installation of a whipstock which is a guide element having a longitudinally tapered arcuate face so as to deflect the drilling tool angularly toward the inside wall of the casing to permit it to cut a hole or window in the casing. Special packers have heretofore been employed for mounting whipstocks in casings, and a common problem of such prior art packers has been the necessity for installing the packer in a precise angular position within the casing in order to insure that the arcuate face of the whipstock will be precisely positioned at the desired angle.For example, United States Patent No.4,153,109 issued to Szescila discloses a whipstock mounting system wherein the angular orientation of the arcuate face of the whipstock is determined by the engagement of a key slot provided on the whipstock anchor with a key provided in the central bore of a packer. The packer must, therefore, first be located in the well casing with the key in the precise angular position desired to effect the subsequent precise angular location of the arcuate face of the whipstock. This requirement has resulted in the necessity of employing a tubing string to effect the installation of the packer in the well casing resulting in an expensive and time consuming operation.

The invention provides a novel system for convenient and accurate angular positioning of the whipstock.

Apparatus according to the invention comprises a whip-stock that includes a tool guiding face, a whipstock anchor that is selectively rotatable with respect to the tool guiding face, fixing means for fixing the anchor in a housing against rotation relative to the housing, and indicating means for indicating the angular position of the tool guiding face relative to the fixing means.

The invention includes such apparatus for setting and orienting a whipstock in a well conduit and which comprises the whipstock, the whipstock anchor, the fixing means and the indicating means and an annular packer mountable in fixed relationship to the well casing and having a packer key element on its inner periphery.In such apparatus the whipstock anchor preferably has a shaft portion insertable in the bore of the packer, the fixing means may comprise a shaft key element on the shaft portion and cooperable with the packer key element to fix the whipstock anchor in angular position relative to the packer, the whipstock anchor may have a socket portion rotatably mounted on the top of the shaft portion and including means for securing the whipstock in fixed relationship therewith, and the indicator means may be designed for indicating the angular position of the tool guiding face of the whipstock relative to the whipstock key element, and the apparatus may include also means for locking the whipstock socket to the shaft to position the whipstock face at a preselected angular position relative to the shaft key element prior to insertion in the well conduit, and means for securing the whipstock anchor to the packer with the key elements in engaged relationship.

The invention also provides a method of angularly orienting the whipstock of such apparatus, the apparatus including not only the whipstock, generally having an arcuate tool directing surface, but also a whipstock anchor and a packer, the anchor and packer having longitudinally extending cooperable key elements engageable when the anchor is assembled in the packer.The method comprises determining, by a downhole directional survey, the angular disposition of the key element in the packer relative to polar coordinates, assembling the whipstock on the anchor with the whipstock angularly adjustable relative to the anchor about an axis that will be coincident with the axis of the casing in which the packer is installed, adjusting the angular position of the whipstock in the anchor to the desired angular displacement relative to the whipstock anchor key element, fixing the whipstock in the adjusted position in the anchor, and running the anchor, with the whipstock attached, through the well to engage the key element of the anchor with the key element of the packer.

The indicating means mentioned above will comprise a mark, for instance a scribe mark, or some other indication, on the whipstock shaft in order to indicate the annular orientation. The means may also comprise an annular compass that may be mounted, generally removably, on the shaft adjacent the mark.

The invention includes also a compass suitable for this purpose and which comprises an annular card having on one face polar coordinates in a mirror image reversed relationship, and generally having a plurality of sheet-like magnetic elements secured to the other face adjacent the central opening.

One aspect of the invention provides an apparatus for effecting the installation and arcuate angular orientation of the arcuate tool guiding face of a whipstock in a well conduit, such as casing. A packer designed in accordance with this invention is first lowered into the well casing and expanded therein at the depth where the cutting of a window is required. Such packer is installed by conventional wire line operated equipment, can also be set on tubing or drill pipe and is provided with a key projecting into its angular bore which may occupy any angular orientation relative to the conduit. A conventional well survey is then run to precisely determine the angular location of the packer key and this location is expressed in terms of polar coordinates.A whipstock anchor is provided having a socket portion in which a whipstock is rigidly secured and an elongated shaft portion which is rotatable relative to the socket portion about an axis that is coincident with the casing axis when the shaft portion is installed within the bore of the packer. The shaft portion is provided with a keyway to cooperate with the packer key when installation is effected.

An annular compass card is slipped over the shaft portion of the whipstock anchor and a scribe on such shaft portion indicates the angular location of the keyway. The socket portion of the anchor is rotated relative to the shaft to bring the arcuate tool guiding face of the whipstock into precisely the desired angular orientation relative to the keyway that is necessary to effect the cutting of a window in the casing in the desired direction when the installation is completed. The whipstock socket is then rigidly anchored to the shaft by tightening of set screws and the entire assembly is lowered on drill pipe or other tubular conduit into the casing and into cooperating relationship with the packer, with the keyway of the shaft of the whipstock anchor engaging the key of the packer.An expandable thread dog mechanism is provided on the whipstock anchor to engage the internal threads customarily provided on the packer and to effect the rigid vertical securement of the whipstock and whipstock anchor in the well conduit, at the desired depth, with the arcuate face of the whipstock positioned to face precisely in the direction that the window in the conduit is to be cut.

Another aspect of the invention provides a method for effecting the installation and accurate angular orientation of the arcuate tool guiding face of a whipstock in a well conduit, such as casing.

The whipstock has an arcuate tool directing.

face and a whipstock anchor in a packer which is installed in the well. The anchor and the packer have longitudinally extending cooperable key elements which are engageable when the anchor is assembled in the packer. The angular disposition of the key element in the packer relative to polar coordinates is first determined by a downhole survey. The whipstock is assembled on the whipstock anchor outside the well with the whipstock being angularly adjustable relative with the conduit axis. The angular position of the whipstock is adjusted in the whipstock anchor to the desired angular displacement relative to the whipstock anchor key element. The whipstock is fixed in the adjust position in the whipstock anchor and the whipstock anchor is lowered with the whipstock attached into the well to engage the key element of the whipstock anchor with the key element of the packer.The angular position of the whipstock is adjusted by seiecting a cylindrical surface portion of the whipstock anchor and scribing an axial line thereon which is coincident with the angular position of the key element and by applying an annular card concentrically around the cylindrical surface of the whipstock anchor. The card has an angularly spaced degree graduation profile thereon, indicating the angular position of the whipstock relative to the inscribed line by a flexible line secured to the whipstock and stretched over the perimeter of the card while being held in a plane bisecting the arcuate face of the whipstock and containing the said whipstock anchor axis.

Another aspect of the invention provides a compass for use in achieving the angular alignment of a whipstock relative to a whipstock anchor having a keyway therein for subsequent insertion into a packer for utilisation in a subterranean well. The compass comprises an annular card having polar coordinates in mirror image reverse relationship on one face thereof, preferably with a plurality of sheet-like magnetic elements secured to the other face of the card adjacent a central opening therein. The packer designed for utilisation with the compass is first lowered into the well conduit and expanded therein at the depth where the cutting of the window is required.The packer is installed by conventional wireline operated equipment, can also be installed on tubing, and is provided with a key projecting into its annular bore which may occupy any given angular orientation relative to the conduit. A conventional well survey is then run to precisely determine the angular location of the packer key, and this location is defined by means of polar coordinates. A whipstock anchor is utilised which has a socket portion in which a whipstock is rigidly secured, and an elongated shaft portion which is rotatable relative to the socket portion about an axis that is coincident with the conduit axis when the shaft portion is installed within the bore of the packer. The shaft portion is provided with a keyway to cooperate with the packer key when installation is effected.

The annular compass is slipped over the shaft portion of the whipstock anchor and a scribe on such shaft portion indicates the angular location of the keyway. The whipstock portion of the anchor is rotated relative to the shaft so as to bring the arcuate tool guiding face of the whipstock into precisely the described angular orientation relative to the keyway that is necessary to effect the cutting of a window through the casing in the described direction when the installation is completed. The whipstock then is rigidly anchored to the shaft by tightening of set screws, and the entire assembly is lowered on drill pipe, or the like, into the conduit and into cooperating relationship with the packer, with the keyway of the shaft of the whipstock anchor engaging the key of the packer.An expandable thread dog mechanism is provided on the whipstock anchor for engagement of the internal threads customarily provided on the packer and to effect the rigid vertical securement of the whipstock and the whipstock anchor into the well conduit, at a predetermined depth, with the arcuate face of the whipstock positioned to face precisely in the direction that the window in the casing is to be cut.

Details of preferred apparatus and methods are given in the claims and so reference should be made to each of the claims for such information.

The various features of the invention are illustrated in the accompanying drawings in which Figure 1 is a side elevational view of an assembled whipstock and packer.

Figures 2a, 2b, 2c, 2d and 2e together constitute an enlarged scale combined side elevational view and longitudinal section of the whipstock and packer shown in Figure 1, Figures 2b, 2c, 2d and 2e being lower continuations of Figures 2a, 2b, 2c and 2d, respectively.

Figures 3a, 3b and 3c together constitute a longitudinal sectional view of a packer shown with its elements in their well inserting positions and prior to expansion of the elements into engagement with the well casing, Figs. 3b and 3c being lower continuations of Figs. 3a and 3b respectively.

Fig. 4 is a sectional view taken on the plane 4-4 of Fig. 2c.

Fig. 5 is an elevational view of an annular compass card employed to orient the whipstock relative to the whipstock anchor shaft.

Fig. 6 is a perspective view showing the utilization of the compass card of Fig. 5 in the orientation procedure.

Fig. 7 is a partial sectional view similar to Fig.

2c, but with the fluid guide sleeve located in its packer inserting position.

Fig. 8 is an enlarged scale, partial sectional view of the anchor teeth portion of the packer.

Referring now to Figs. 1 and 2a, 2b, 2c, 2d and 2e there is shown a whipstock 10 having an arcuate tool guiding face 13, mounted in a whipstock anchor 20 which includes a socket portion 22, a shaft portion 26, and an anchor sub or sleeve 23 and an expandable thread sleeve 30.

The sleeve 30 effects the mounting of the whipstock anchor 20 within the interior bore of a packer assembly 40 which has its upper and lower slips 42 and 44 respectively expanded into gripping engagement with the interior wall 1 a of the casing 1 and an annular mass of elastomeric material 46 disposed intermediate the upper and lower slips is expanded to sealingly engage the interior wall 1 a of the casing 1. At the extreme lower end of the packer assembly 40, a key 48e is provided which cooperates with an axially extending keyway 26a provided in the bottom end of the shaft portion 26 of the whipstock anchor 20. The interengagement of the key 48e with the keyway 26a determines the angular orientation of the arcuate tool guiding face 1 3 of the whipstock 10.

The primary purpose of this invention is to provide a method and apparatus for conveniently effecting the mounting of the whipstock 10 rigidly within the casing 1 with its arcuate tool guiding face 1 3 accurately facing exactly the direction in which it is desired to produce a window in the casing 1 by lowering a drilling tool 2 (Fig. 1) into the well which will be guided by the arcuate face 13 of the whipstock into engagement with the side wall of casing 1 to cut the window 1 b.

The detailed structure of each of the aforementioned major components, namely, the whipstock, anchor and packer assemblages will now be described. Referring first to Fig. 3a, 3b, and 3c, there is shown only the packer assembly 40 with the various movable elements thereof disposed in the position in which the packer assembly 40 is lowered into the well, i.e. the packer elements occupying the positions prior to expansion of the expandable elements to secure engageoent of the packer 40 with the well casing 1.

The packer assembly 40 comprises a central sleeve-like body portion 41 which supports on its outer periphery a plurality of annular elements for effecting the expansion of the upper and lower slips 42 and 44 and the elastomeric packing sleeve 46 into firm engagement with the interior wall 1 a of the casing 1. The main body sleeve 41 also defines adjacent its upper portions an axially extending length ofinternal anchor threads 41 a.

The only other important element in the interior interior of the packer assembly is the axially extending, inwardly projecting key 48e, previously mentioned which is rigidly mounted, as by welding, in the lowermost portions of an orientation sleeve 48 which is threadably secured by threads 48b to the bottom end of the main packer sleeve 41.

A plurality of relatively movable annular elements are mounted on the outer periphery of the main packer body sleeve 41. At the top of the packer 40, there is first an actuating sleeve 43 which extends upwardly beyond the end of the packer body sleeve 41 by a significant distance.

The lower portion of actuating sleeve 43 is provided with an inwardly thickened portion 43a which has its internal bore surface formed with ratchet teeth or wickers 43b which cooperate with similarly formed external teeth on a body ring 41 b which is secured to the periphery of the main body sleeve 41 of the packer 40. The purpose of the cooperating ratchet elements 43b and 41 b is to readily permit downward movement of the actuating sleeve 43 relative to the main body sleeve 41 but to prevent any upward relative movement.

Immediately below the bottom end of actuating sleeve 43 is located the radial top surface 42a of the upper slip 42. The upper slip 42 is of conventional configuration, having a plurality of serrations or cutting edges 42b formed on its outer periphery and a vertically inclined cam surface 42c formed on its lower end to cooperate with the similarly inclined top surface 50a of an annular camming sleeve or upper cone 50. Additionally, the upper slip 42 is provided with a plurality of axially extending weakening slots (not shown) which permit this element to separate into annular segments when it is displaced outwardly by the cam surface 50a of upper cone 50.

A radial shear pin 50c is provided in radial relationship in the upper cone 50 engaging a suitable groove 41 c provided on the external surface of the main body sleeve 41. The shear pin 50c maintains the cam 50 in its indicated position shown in Fig. 3a during the lowering of the packer 40 into the well casing.

The upper cone 50 additionally is provided with a lower cam surface 50b which engages the similarly inclined surface 52d of one of a pair of abutting back-up rings 52a and 52b. Rings 52a and 52b are axially split so as to permit them to be readily expanded outwardly by the action of the cam surface 50b of the upper cone 50 and are interconnected by an annular ridge and slot 52c to move as a unit. The axial splits in the elements 52a and 52b are preferably displaced 1800 from each other, permitting both rings to expand into contact with the casing wall 1 a.

Immediately below the back-up rings 52a and 52b, the annular mass 46 of elastomeric packing material is mounted. The end portions of the mass 46 are of reduced diameter as indicated at 46a and 46b and are respectively surrounded by rigid metallic cam rings 54 and 55. Upper ring 54 has an inclined surface 54a cooperating with the similarly inclined bottom surface 52e of the backup ring 52b while the inclined lower surface 55a of cam ring 55 cooperates with the inclined upper surface 56d of a pair of back-up rings 56a and 56b which are identical in construction to the back-up rings 52a and 52b.

Immediately adjacent the lower inclined surface 56e of back-up ring 56b is a lower cone 58 having its top surface 58a inclined to cooperate in camming relationship to the bottom surface 56e of the back-up ring 56b. The lower surface of the lower cone 58 is also of inclined configuration and incorporates a plurality of peripherally spaced dove-tailed key slots 58b which respectively receive correspondingly shaped elements 44a of a lower slip 44.

Additionally, the lower cone 58 is provided with a shear pin 58c which temporarily engages an annular slot 41 g provided in the surface of the main body sleeve 41. The outer periphery of the lower slip 44 is provided with a plurality of axially extending teeth or cutting edges 44b by which a firm engagement with the inside wall of the casing 1 may be secured when the lower slip 44 is expanded outwardly into engagement therewith.

The bottom end of the lower slip 44 is somewhat downwardly inclined but is similarly provided with dove-tailed slots 44c which cooperate with similarly shaped, inclined dovetailed surfaces 44a provided on the top portion of an orientation sleeve 48. The sleeve 48 has a somewhat enlarged upper annular portion 48c provided with internal threads 48b which are engageable with threads provided on the bottom' of the body sleeve 41.

The lower portions of orientation sleeve 48 define a bore 48d for slidably receiving the lower end portions of the whipstock anchor shaft 26.

The bottom portion of the orientation sleeve 48 is provided with a radial recess within which the key 48e is rigidly affixed, such as by welding. The radially inward edge 48f of the key 48e engages the key slot 26a provided in the bottom end portion of the shaft 26 to secure such shaft in a fixed angular orientation relative to the packer assembly 40.

As previously mentioned, Figs. 3a, 3b and 3c show the packer assembly 40 with its various components in the positions occupied during the running of the packer in the well casing. When the packer has been lowered to the desired vertical position in the well casing, the upper and lower slips 42 and 44 and the elastomeric packing element 46 are expanded into rigid sealing engagement with the interior wall 1 a of the casing 1. The radial expansion of the elements of the packer assembly to the positions shown in Figs. 2c, and 2d may be accomplished by any one of several well known packer expansion actuating devices, for example, the apparatus shown in U.S.

Patent No. 3,208,355 to Baker et al, which effects the necessary relative movements of elements of the packer assembly through forces derived by gas pressure developed by the explosion of a contained slow-burning powder charge or pellet. In any event, the setting of the packer is accomplished by concurrently applying a downward force to the top end 43c of the actuating sleeve 43, and an upward force to the internal square threaded portion 41 a provided on the packer body portion 41.

The application of such relative forces results in a relative downward movement of the actuating sleeve 43, thus forcing the upper slip 42 outwardly to first split into annular segments and then to grip the casing wall 1 a by virtue of its engagement with the conical cam surface 50a of the upper cone 50. The downward component of force on the upper cone 50 produced by such movement effects the severance of the shear pin 50c and the upper cone 50 then produces a downward and outward movement of the backup rings 52a and 52b. These rings move outwardly toward the inner wall 1 a of the casing 1 and at the same time exert a downward force on the cam ring 54 and, hence, on the annular elastomeric packing 46, forcing it outwardly by virtue of the compressive forces exerted thereon.

The back up rings 52a and 52b effectively prevent axial displacement of the elastomeric packing 46.

Due to the fact that the packer body sleeve 41 is concurrently moving upwardly, similar actions are occurring at the lower end of the packer assembly to effect the outward expansion of the lower slip 44. The shearing of the shear pin 58c in the lower cone 58, and the upward and outward urging of the lower back-up rings 56a and 56b exert a compressive force on the elastomeric sleeve 46 through the cam ring 55. As previously mentioned, the inter-engaging ratchet teeth 43b of the sleeve portion 43a and the lock sleeve 41 b prevent any reverse relative movement of the actuating sleeve 43 and the packer body sleeve 41.Hence, once the respective expansion of the Upper and lower slips 42 and 44 and the packing sleeve 46 into rigid engagement with the inner wall 1 a of casing 1 has been accomplished, the packer is locked in such position relative to the casing and fluid flow between the exterior of the packer and the casing is effectively eliminated by the elastomeric packing 46. Any fluid leakage between the exterior of the packer body sleeve 41 and the expandable elements is eliminated by a seal structure 46c provided in the center of the elastomeric sleeve 46.

The packer 40 is, of course, anchored at a depth in the well which is slightly below the location of the window 1 b that is desired to be cut in the casing 1 by a cutting tool 2 guided by a whipstock. The next step is to lower a well directional surveying apparatus into the well to determine the exact angular position of the key 48e of the anchored packer. A conventional and known gyroscopic survey apparatus is employed for this service which may actually engage the key 48e and provide an indication of its angular position relative to polar coordinates.

The completion of the survey thus provides the operator with precise knowledge of the angular position of the key 48e with respect to the normal polar coordinates. The operator then proceeds to assemble the whipstock, and the whipstock anchor and to effect the angular adjustment of the whipstock relative to the keyway provided in the bottom end of the whipstock anchor shaft. Such assembly operations are performed, of course, at the earth surface and do not require welding or other special machining operations.

Referring now to Figs. 2a, 2b, 2c, and 2d, the assembled whipstock 10, whipstock socket 22, whipstock shaft 26 and the anchor sub 23 are illustrated. The whipstock 10 includes a lower anchor section 12 and an upper section 11 which has a partially cylindrical or convex exterior and a concave tapered inner tool guiding face 13. The lower end of the upper section is connected to the lower anchor section by means of a hinge pin 14.

The anchor section 12 is threadably secured to the internal threads 22a provided in the socket portion 22 of the whipstock anchor. A plurality of radially disposed set screws 22b effect the securement of the threaded connection.

Immediately below the socket portion 22, the whipstock socket 22 is provided with internal threads 22k that engage the top end of the generally cylindrical guide sleeve 23 which extends a substantial distance into the packer and at its lower end is provided with an axially extending annular recess 23a within which a plurality of chevron-type seals 24 are provided to sealingly engage the internal bore surface 41 d of the packer body sleeve 41. The bore 23b of the anchor sleeve 23 receives the anchor shaft portion 26 therein.

The bottom end of the anchor sleeve 23 is threaded at 23c to receive a shaft retaining sleeve or nut 25 which has an internally projecting shoulder 25a engaging an external shoulder 26b on the shaft 26 to hold the shaft in assembly prior to locking it to the socket portion 22 of the anchor assembly 20.

The extreme top portion 26c of the anchor shaft 26 is provided with an eccentric configuration, illustrated in Fig. 4, and a plurality of radially disposed set screws 27 are mounted in the socket portion 22 to engage the eccentric shaft portion 26c and secure it against angular displacement with respect to the whipstock socket, once the socket 22 has been correctly oriented relative to the keyway 26a provided in the bottom end of the anchor shaft.

The guide sleeve 23 is secured in surrounding relationship to the shaft 26 by internal threads 22k provided at the top end portion of sleeve 23 and the lower end of whipstock anchor socket 22.

In an internal annular recess 22h provided in the bottom portion of socket 22 an expandable anchor sleeve 30 is mounted. The lower portions of anchor sleeve 30 are axially slotted to provide a plurality of annular segmental locking dogs 31, each of which has teeth portions 31 a formed on their peripheries which cooperate with the internal square threads 41 a provided on the packer body sleeve 41 (Fig. 8). The threaded dog elements 31 are not shown in detail since they are commonly employed in the art to effect the anchoring of a whipstock or any other form of downhole apparatus to the internal threads of a packer by being axially insertable within such threads and then radially expanded to engage the internal threads in threaded relationship. See, for example, U.S. Patent No. 2,737,248 to Baker.

The external periphery of the guide sleeve 23 is suitably recessed as indicated at 23b to provide adequate clearance for inward deflection of the locking dogs 31 as the whipstock anchor assembly is inserted within the packer assembly 40. Additionally, the axial splines 23m are formed on the sleeve 23 lying intermediate dogs 31 to key the sleeves 30 and 23 together. Upon full insertion of the whipstock anchor assemblage 20 in the packer 40, the downwardly facing shoulder 23e provided on the sleeve 23 engages an upwardly facing shoulder 41 e provided in the internal bore of the packer body sleeve 41. To permit insertion of the anchor sleeve 30, the threaded dog segments 31 slip past the internal threads 41 a of the packer by virtue of being inclined surfaces on the bottom edges of the threads 31 a.However, once the whipstock anchor assembly 20 reaches its described lowermost position, a slight upward movement of the assembly produced by the drill pipe 1 6 results in an outward camming of the locking dogs 31 through the engagement of the upwardly facing inclined surface 23f provided on the anchor sleeve 23 with the downwardly facing inclined surface 31 b provided on the bottom ends of the cam dogs 31. As a result, the cam dogs 31 are fully threadably engaged with the interior threads 41 a of the packer body sleeve 41 and the whipstock anchor 20 is rigidly secured to the packer assembly 40.

Prior to insertion of the whipstock anchor assembly into the packer assembly, it is necessary to angularly orient the arcuate tool guiding face 13 of the whipstock 1 0 relative to the keyway 26a provided in the bottom of the anchor shaft 26. Referring now to Figs. 5 and 6, this invention provides a convenient apparatus for accurately effecting such angular orientation. An annular compass card 70 is provided having polar coordinates 71 printed on one face thereof. Such coordinates are, however, in mirror image reversed relationship to the normal direction of polar coordinates, because the annular compass card 70 will be applied to the shaft portion 26 of the whipstock anchor assembly 20 in an upside down relationship.

The annular compass card 70 may be slipped over one end of the shaft 26 and moved until the compass card engages the radial end face 25b of the retaining nut or sleeve 25. In this position, the compass card 70 intersects the vertical scribe line 26h which is angularly aligned with the center of the keyway 26a. The top surface of the compass card 70 is provided with a plurality of radially spaced, sheet like magnetic elements 75 which engage the radial end face 25b and adjustably secure the compass card 70 in position thereon, yet permitting convenient angular adjustment of such compass card relative to the axis of the shaft 26. The polar coordinates 71 on the compass card 70 are on the bottom face of the card and hence readily readable.

The directional well survey that had been previously made has provided an indication of the actual angular orientation of the key 48e in terms of polar coordinates. The desired direction of facing of the tool guiding surface 1 3 of the whipstock 10, when installed, is also known in terms of polar coordinates. Therefore, the correct angular displacement of the whipstock arcuate face 13 relative to the keyway 26a will be known.

It is therefore only necessary to angularly adjust the position of the whipstock anchor socket portion 22 about the axis of the anchor shaft 26 in order to effect the desired orientation of the face 1 3 of the whipstock 1 0.

Such location of the working face 1 3 of the whipstock 10 may be conveniently achieved by securing a flexible line or string to the shear pin 1 8 by which the whipstock upper section 11 is connected to the drill pipe 1 6. The string is then pulled downwardly along the whipstock anchor assembly and positioned in a plane that passes through the axis of the whipstock shaft 26 and also corresponds to the facing direction of the tool guiding surface 13 of the whipstock 1 0. This line or string (not shown) is pulled across the edge of the annular compass card 70 and the compass card will then indicate the degrees of angularly displacement of the tool guiding face 1 3 of the whipstock relative to the scribed line 26h hence' relative to keyway 26a in the bottom of shaft 26.

The whipstock anchor portion 22 is angularly shifted about the eccentric top portion 26c of the anchor shaft 26 until the string and compass card indicate that the desired degree of angular displacements of the tool guiding face 13 of the whipstock 10 relative to the keyway 26a of the shaft 26 has been achieved. At this point, a set screw 28, passing radially through the anchor socket portion 22 is tightened against the adjacent portion of the shaft 26 and then the plurality of radially disposed set screws 27 are tightened against the eccentric top portion 26c of shaft 26 to effect the rigid securement of such shaft to the whipstock anchor portion 22 with the desired angular relationship being maintained between the tool guiding face 13 of the whipstock 10 and the keyway 26a of the whipstock shaft 20.

The compass card 70 can then be removed from the shaft 26, and the whipstock 10 and its anchor assembly 20 is ready for insertion in the well by the drill pipe 1 6.

To facilitate the alignment of the whipstock shaft keyway 26a with the anchor key 48e, a tapered mule shoe configuration 26e may be provided for the bottom end of the shaft 26. This configuration cooperates with the top edge of the key 48e to turn the shaft 26 and the remaining elements of the whipstock anchor assembly 20 with it until the keyslot 26a in the shaft 26 is aligned with the internally projecting key 48e whereupon the key 48e enters the key slot 26a and the whipstock anchor assembly 20 moves into its lowermost position relative to the packer 40.

In most instances, there will be fluid contained,, within the bore of the packer body sleeve 41 when the whipstock anchor assembly 20 is being lowered therein. Since the chevron type seals 24 carried by the anchor sleeve 23 effectively prevent any upward flow of such fluid, it is necessary to provide a temporary bypass for such fluid to permit the convenient insertion of the whipstock anchor assembly 20 into the packer assembly 40. Such fluid bypass comprises a radial port 25c provided in the retaining sleeve or nut 25 which communicates with an upwardly extending annular space 29 provided between the exterior of the shaft 26 and the interior of the anchor sleeve 23. The annular space 29 in turn communicates with a radial port 22d provided in the whipstock anchor socket portion 22.

Fluid passing out of the radial port 22d is directed to the interior of the casing 1 prior to the final setting of the whipstock anchor assembly 20 in the packer assembly 40 by fluid passages provided in an axially shiftable fluid guide sleeve 72 which is mounted in surrounding relationship to the socket portion 22 and the anchor sleeve 23. The sleeve 72 is provided with an annular passage 72a which, during the well inserting of the anchor assembly 20, is in fluid communication at its top and bottom ends with annular recesses 22f and 22g, respectively, provided in the periphery of the socket portion 22.

The recess 22g, in turn, communicates with a radial port 72b provided in the fluid guide sleeve 72 which communicates with the interior of the casing.

A shear pin 73 holds the fluid guide sleeve 72 in the position shown in Fig. 7 until just prior to the final seating of the whipstock anchor assembly 20 in the packer 40. As the final vertical seating position of the whipstock anchor assembly 20 in the packer 40 is approached, an upwardly facing shoulder 41 f (Fig. 2c) on the packer body sleeve 41 engages the bottom surface 72d of the fluid guide sleeve 72 and moves it upwardly shearing the shear pin 73, and aligning the annular passage 72a exactly with the annular passage 22f provided in the whipstock socket portion 22. Concurrently, O-ring seals 74a and 74b respectively provided in the periphery of the whipstock anchor socket portion 22 are disposed on opposite sides of the aligned annular passages 22f and 72a and the seals effectively block any further fluid flow through the bypass.

From the foregoing description, it will be readily apparent to those skilled in the art that the invention provides a most economic and highly reliable system for effecting the installation of a whipstock anchor in a packer so that the tool guiding face of the whipstock can be disposed in the desired angular configuration. Furthermore, the installation of the whipstock anchor assembly completely blocks all portions of the well below the whipstock anchor assembly and prevents the entry therein of undesired particulate material produced in the subsequent drilling or production operations conducted through the window cut in the wall of the casing.

It should also be recognized that it is entirely a matter of choice as to whether the key is provided on the packer or on the whipstock anchor shaft.

For this reason, the language employed in the claims will interchangeably refer to either the key or the keyslot as a "key element".

Claims (18)

Claims

1. Apparatus comprising a whipstock that includes a tool guiding face, a whipstock anchor that is selectively rotatable with respect to the tool guiding face, fixing means for fixing the anchor in a housing against rotation relative to the housing, and indicating means for indicating the angular position of the tool guiding face relative to the fixing means.

2. Apparatus according to claim 1 for setting and orienting a whipstock in a well conduit and comprising an annular packer mountable in fixed relationship to the casing and having a packer key element on its inner periphery, the whipstock, the whipstock anchor, the fixing means and the indicating means, and in which the anchor has a shaft portion insertable in the bore of the packer, the fixing means comprise a shaft key element on the shaft portion cooperable with the packer key element to fix the whipstock anchor angularly in relation to the packer, the whipstock anchor has a socket portion that is rotatably mounted on the top of the shaft portion and that includes means for securing the whipstock in fixed relationship therewith and the indicating means are designed for indicating the angular position of the tool guiding face of the whipstock relative to the key element on the shaft, and in which there are means for locking the socket to the shaft to position the whipstock face at a preselected angular position relative to the shaft key element prior to insertion in the well conduit, and means for securing the whipstock anchor to the packer with the key elements in engaged relationship.

3. A method of angularly orienting the whipstock of apparatus according to claim 1 or claim 2 and that includes a whipstock anchor in a packer installed in a well, the anchor and packer having longitudinally extending cooperable key elements engageable when the anchor is assembled in the packer, the method comprising (1) determining by a down hole directional survey the angular disposition of the key element in the packer relative to polar coordinates;; (2) assembling the whipstock on the whipstock anchor with the whipstock being angularly adjustable relative to the whipstock anchor about an axis that will be coincident with the casing axis, (3) adjusting the angular position of the whipstock in the whipstock anchor to the desired angular displacement relative to the whipstock anchor key element, (4) fixing the whipstock in the adjusted position in the whipstock anchor, and (5) running the whipstock anchor with whipstock attached through the well to engage the key element of the whipstock anchor with the key element of the packer.

4. Indicating means suitable for use in apparatus according to claims 1 or claim 2 or a method according to claim 3 and comprising an annular card having on one face polar coordinates in mirror image reversed relationship.

5. Indicating means according to claim 4 in which there are a plurality of sheet-like magnetic elements secured to the other face of the card adjacent the central opening.

6. Apparatus according to claim 4 or claim 5 in which the card is mounted on a shaft portion of a whipstock anchor.

7. An apparatus for setting and orienting a whipstock in a well conduit and comprising an annular packer mountable in fixed relationship to the well casing and having a packer key element on its inner periphery, a whipstock anchor having a shaft portion that is insertable in the bore of the packer and that has a shaft key element cooperable with the packer key element to fix the whipstock anchor in angular relation to the packer, the whipstock anchor also having a socket portion that is rotatably mounted on the top of the shaft portion, means in the socket portion for securing a whipstock in fixed relationship therewith, means for indicating the angular position of the tool guiding face of the whipstock relative to the shaft key element, means for locking the whipstock socket to the shaft to position the whipstock face at a pre-selected angular position relative to the shaft key element prior to insertion in the well conduit, and means for securing the whipstock anchor to the packer with the key elements in engaged relationship.

8. Apparatus according to claim 2 or claim 7 in which the means for indicating the angular position of the tool guiding face comprise a scribe mark on the whipstock shaft angularly aligned with the whipstock shaft key element.

9. Apparatus according to claim 8 in which the means for indicating the angular position also include an annular compass mounted on the whipstock shaft adjacent the scribe mark and means on the compass for indicating the angular position of the whipstock tool guiding face.

10. Apparatus according to claim 8 or claim 9 in which the scribe mark is located adjacent to a radial shoulder on said whipstock shaft and said annular compass is provided with a plurality of circumferentialiy spaced magnetic elements to adjustably secure the compass to the shoulder.

11. Apparatus according to claim 2 or any of claims 7 to 10 in which the means for locking the whipstock socket to the whipstock shaft comprise an eccentric end portion on the shaft, an opening in the whipstock socket surrounding the eccentric portion and a plurality of set screws peripherally spaced around the opening and engageable with the eccentric portion of the shaft to prevent any angular displacement of the whipstock relative to the shaft.

12. Apparatus according to any of claims 2 or 7 to 11 in which the means for securing the whipstock anchor to the packer comprise an axially extending set of threads on the internal surface of the annular packer bore, a plurality of peripherally spaced latching dogs carried by the whipstock anchor and having ratchet-shaped teeth inwardly displaceable by the teeth as the whipstock anchor is moved downwardly relative to the packer, and cam means carried by the whipstock anchor and effective upon limited relative upward movement of the whipstock anchor with respect to the packer to maintain the latch dogs in engagement with the threads, thereby preventing disengagement of the whipstock anchor with respect to the packer.

13. Apparatus according to any of claims 2 or 7 to 12 further comprising a plurality of axially stacked seals on the whipstock shaft portion intermediate the socket portion and the keyway, the seals being cooperable with the internal bore of the annular packer when inserted in the packer to prevent fluid passage between such bore and the periphery of the shaft.

14. Apparatus according to claim 1 3 additionally comprising an axially extending fluid passageway bypassing the seals and extending adjacent to the socket portion of the whipstock anchor, a fluid guide sleeve surrounding the upper' portion of the shaft, a radial passage in the shaft communicating with the top end of the bypass passageway, a first annular groove in the shaft cooperating with the radial passage, a second annular groove in the shaft axially spaced from the first annular groove and communicating with a radial passage in the packer, a sleeve surrounding the shaft and having an internal passage connecting the first and second grooves to permit fluid flow upwardly around the seals as the whipstock anchor is inserted in the packer, the sleeve being shiftable to a second position upon complete insertion of the whipstock anchor in the packer to disconnect the passage between the first and second grooves, and a pair of seals respectively carried by the sleeve and located on opposite axial sides of the radial passage in the shaft when the sleeve is shifted to its second position relative to the shaft.

15. A method of angularly orienting a whipstock having an arcuate tool directing face and a whipstock anchor in a packer installed in a well conduit, the anchor and packer having longitudinally extending cooperable key elements engageable when the anchor is assembled in the packer, the method comprising (1) determining by a down hole directional survey the angular disposition of the key element in the packer relative to polar coordinates, (2) assembling the whipstock on the whipstock anchor with the whipstock being angularly adjustable relative to the whipstock anchor about an axis that will be coincident with the t casing axis, (3) adjusting the angular position of the whipstock in the whipstock anchor to the desired angular displacement relative to the whipstock anchor key element, (4) fixing the whipstock in the adjusted position in the whipstock anchor, and (5) running the whipstock anchor with whipstock attached through the well to engage the key element of the whipstock anchor with the key element of the packer.

16. A method according to claim 3 or claim 1 5 in which step (3) is performed by selecting a cylindrical surface portion of the whipstock anchor and scribing an axial line thereon coincident with the angular position of the key element, applying an annular cord concentrically around the cylindrical surface on the whipstock anchor, the card having angularly spaced degree graduations thereon, and indicating the angular position of the whipstock relative to the inscribed line by a flexible line secured to the whipstock and stretched over the perimeter of the card while being held in a plane bisecting the arcuate face of the whipstock and containing the whipstock anchor axis.

17. A compass for use in achieving the angular alignment of a whipstock relative to a whipstock anchor having a keyway therein for subsequent insertion in a packer for a subterranean well, comprising an annular card having on one face polar coordinates in mirror image reversed relationship.

18. A compass as defined in claim 17 further comprising a plurality of sheet-like magnetic elements secured to the other face of the card adjacent a central opening therein.

1 9. Apparatus comprising a compass, a whipstock, and a whipstock anchor, having a shaft therethrough and a keyway therein for subsequent insertion into a packer for a subterranean well, the compass comprising an annular card having on one face polar coordinates in mirror image reversed relationship and applied to the shaft of the whipstock anchor in an upside down relationship.