# US 8,739,890 B2 · Mechanically activated contingency release system and method

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- Number: US 8,739,890 B2
- Document ID: US8739890B2
- Status: Granted
- Kind: B2
- Application number: 13/882,649
- Filed: 2012-05-02
- Published: 2014-01-16
- Granted: 2014-06-03
- Earliest claimed: 2012-05-02
- Assignees: Halliburton Energy Services, Inc.
- Applicants: Richard P. Noffke
- Inventors: Richard P. Noffke
- Web page: https://patentgrep.com/patent/US8739890B2

## CPC

- E21B 17/06: Releasing-joints, e.g. safety joints
- E21B 17/043: with locking means
- E21B 23/02: for locking the tools or the like in landing nipples or in recesses between adjacent sections of tubing (E21B23/03 - E21B23/06 take precedence)
- E21B 23/0418: {specially adapted for locking the tools in landing nipples or recesses}
- E21B: EARTH OR ROCK DRILLING; OBTAINING OIL, GAS, WATER, SOLUBLE OR MELTABLE MATERIALS OR A SLURRY OF MINERALS FROM WELLS

## Abstract

A release system comprises a torsional lock sleeve disposed about a mandrel, and a collet prop engaged with the mandrel. The torsional lock sleeve and the mandrel are configured to substantially prevent rotational movement of the torsional lock sleeve about the mandrel, and the torsional lock sleeve is configured to shift between a first position and a second position with respect to the mandrel. When the torsional lock sleeve is in the first position, the collet prop is retained in engagement with a collet and the collet prop is retained in a torsionally locked engagement with the torsional lock sleeve. The collet prop is configured to longitudinally translate in response to a rotational movement when the torsional lock sleeve is disposed in the second position. A shifting assembly is configured to engage the torsional lock sleeve and shift the torsional lock sleeve from the first position to the second position.

## Claims

### Claim 1

A release system comprising:
a torsional lock sleeve disposed about a mandrel, wherein the torsional lock sleeve and the mandrel are configured to substantially prevent rotational movement of the torsional lock sleeve about the mandrel, and wherein the torsional lock sleeve is configured to shift between a first position and a second position with respect to the mandrel;
a collet prop engaged with the mandrel, wherein the collet prop is retained in engagement with a collet when the torsional lock sleeve is in the first position, wherein the collet prop is retained in a torsionally locked engagement with the torsional lock sleeve when the torsional lock sleeve is in the first position, and wherein the collet prop is configured to longitudinally translate in response to a rotational movement when the torsional lock sleeve is disposed in the second position; and
a shifting assembly configured to engage the torsional lock sleeve and shift the torsional lock sleeve from the first position to the second position.

### Claim 2 (depends on 1)

The release mechanism of claim 1, wherein the collet is configured to fixedly engage a downhole component when the collet prop is engaged with the collet.

### Claim 3 (depends on 1)

The release mechanism of claim 1, wherein the collet is configured to be disengageable from a downhole component when the collet prop is longitudinally translated out of engagement with the collet.

### Claim 4 (depends on 1)

The release mechanism of claim 1, wherein the collet prop is configured to shift between a first collet prop position and a second collet prop position with respect to the mandrel, wherein the collet prop is configured to be retained in engagement with the collet in the first collet prop position, and wherein the collet prop is configured to be out of engagement with the collet in the second collet prop position.

### Claim 5 (depends on 4)

The release mechanism of claim 4, wherein the collet prop is configured to re-engage the torsional lock sleeve when the torsional lock sleeve is in the second position and the collet prop is in the second collet prop position.

### Claim 6 (depends on 1)

The release mechanism of claim 1, further comprising a retaining mechanism engaged with the torsional lock sleeve and the collet prop, and wherein the retaining mechanism is configured to prevent a longitudinal movement of the torsional lock sleeve relative to the collet prop until a force above a threshold is applied to the retaining mechanism.

### Claim 7 (depends on 6)

The release mechanism of claim 6, wherein the retaining mechanism comprises a shear pin, a shear ring, a shear screw, or any combination thereof.

### Claim 8 (depends on 1)

The release mechanism of claim 1, wherein the configuration of the torsional lock sleeve and mandrel to substantially prevent rotational movement of the torsional lock sleeve about the mandrel comprises one or more splines disposed on an outer surface of the mandrel, and one or more features disposed on the torsional lock sleeve that are configured to engage the one or more splines.

### Claim 9 (depends on 1)

The release mechanism of claim 1, wherein the configuration of the collet prop to longitudinally translate in response to the rotational movement comprises the use of a force conversion mechanism configured to convert the rotational movement into a longitudinal movement.

### Claim 10 (depends on 9)

The release mechanism of claim 9, wherein the force conversion mechanism comprises at least one of a threaded engagement between the collet prop and the mandrel, a helical groove disposed in an outer surface of the mandrel and one or more corresponding lugs disposed on an inner surface of the collet prop, a helical groove disposed in an inner surface of the collet prop and one or more corresponding lugs disposed on an outer surface of the mandrel, or a helical spline disposed in an outer surface of the mandrel and one or more corresponding splines disposed on an inner surface of the collet prop.

### Claim 11

A release system comprising:
a torsional lock sleeve disposed about a mandrel, wherein the torsional lock sleeve is torsionally locked with respect to the mandrel;
a collet prop engaged with the mandrel and the torsional lock sleeve, wherein the engagement between the collet prop and the torsional lock sleeve is configured to torsionally lock the collet prop with respect to the torsional lock sleeve;
a collet engaged with the collet prop, wherein the collet couples the collet prop to a downhole component; and
a shifting assembly configured to engage the torsional lock sleeve and shift the torsional lock sleeve from a first position to a second position.

### Claim 12 (depends on 11)

The release mechanism of claim 11, wherein the mandrel comprises one or more splines configured to engage one or more corresponding splines on the torsional lock sleeve, and wherein the engagement of the one or more splines on the mandrel with the one or more splines on the torsional lock sleeve provides the torsional lock of the torsional lock sleeve with respect to the mandrel.

### Claim 13 (depends on 11)

The release mechanism of claim 11, wherein the shifting assembly comprises an expansion cone assembly.

### Claim 14 (depends on 11)

The release mechanism of claim 11, wherein the collet prop comprises one or more splines disposed over a portion of a surface of the collet prop, and wherein the torsional lock sleeve is configured to engage the one or more splines in the first position and be out of engagement with the splines in the second position.

### Claim 15 (depends on 11)

The release mechanism of claim 11, wherein the collet prop is threadedly engaged with the mandrel.

### Claim 16 (depends on 11)

The release mechanism of claim 11, wherein the threaded engagement between the collet prop and the mandrel comprises left handed threads.

### Claim 17 (depends on 11)

The release mechanism of claim 11, wherein the downhole component comprises a liner hanger, a liner, a liner patch, a screen, or any combination thereof.

### Claim 18

A method comprising:
engaging a shifting assembly with a torsional lock sleeve when the torsional lock sleeve is in a first position, wherein the torsional lock sleeve is torsionally locked with respect to a collet prop in the first position, and wherein the torsional lock sleeve is torsionally locked with respect to a mandrel;
longitudinally translating the torsional lock sleeve to a second position in response to the engagement of the shifting assembly with the torsional lock sleeve;
rotating the collet prop or the mandrel when the torsional lock sleeve is in the second position;
longitudinally translating the collet prop based on the rotating; and
disengaging the collet prop from a collet based on the longitudinal translation of the collet prop.

### Claim 19 (depends on 18)

The method of claim 18, further comprising torsionally locking the collet prop with respect to the torsional lock sleeve when the torsional lock sleeve is in the second position and when the collet prop is disengaged from the collet.

### Claim 20 (depends on 18)

The method of claim 18, further comprising disengaging the collet from a downhole component when the collet prop is disengaged from the collet.
