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Flow Coupling Safety Valve Landing Nipple Wireline-Retrievable Safety Valve Flow Coupling Flow Coupling Otis X or R Landing Nipple
Hydraulic-Set Packer
Permanent Packer
8-1
8-2
SAFETYSET Compatible
Landing Nipple
Landing Nipple
11X z 711X 11XN z 711XN 11R z 711R 11RN z z 711RN SLVN or TRSV 11FBN z 711FBN 11RPT z 711RPT SLVN or TRSV Wellhead
10XO 41XO 710XO 10XN 41XO 710XN 10RO 41RO 710RO 10RN 41RO 710RN 710RQ 710SS 10FBN 41FBN 710FBN 10RPT 24RPT 710RPT 710RPV 710SSA 710SRP 21SRP 41SS/ 41UP 41SRP 40GR w/ 144SS 40GR 20RO 41RXN 40GR 20RPT 40GR 20FBN 24FBN 41RXN 41SS/ 41UP 40GR 40GR w/ 144SS 40GR 20RO 24PRR 40GR 20RO 24PRR 40GR 20XO 24PXX 40GR 20XO 24PXX
XN
RN
RQ
z z
FBN
RPT
z z
SRP
z = Standard Feature = Non-Standard Capability *Part Number Prefix 710 or 711 indicates API monogrammed assembly; items with a prefix 10 or 11 are not API monogrammed.
Equalizing Sub
Bottom No-Go
Lock Mandrel
Running Tool
Pulling Tool
Top No-Go
Nipple Profile
API Monogrammed*
8-3
Fishing Neck
Expander Mandrel
Double-Acting Spring
Locking Key
HAL14001
HAL8484
HAL14002
Packing
8-4
HAL8485
Applications Gauge hangers for bottomhole pressure/temperature surveys Positive locator for straddle systems Plugging under pressure Almost unlimited locations for setting and locking subsurface flow controls Features Landing Nipples Large bore for minimum restriction Universal nipple with one internal profile
Lock Mandrels Retractable locking keys Locks designed to hold pressure from above or below or from sudden reversals Extra large ID for higher flow volumes Optional Holddown* Interference holddown for smaller locks Shear pin holddown for larger locks
*The optional holddown feature is recommended for subsurface safety valve installations. Both features provide additional locking integrity to withstand rigorous well conditions.
8-5
Benefits Landing Nipples Versatility helps reduce completion and production maintenance costs Simple operation Multiple options when running, setting, or retrieving subsurface flow controls
Fishing Neck
Lock Mandrels Faster slickline service because of the retractable keys Operator control of locating, landing, and locking in the selected nipple Inside fishing neck provides large ID to maximize production Optional holddown feature for high flow rates and safety valve installations
Fishing Neck Expander Mandrel Expander Mandrel
Double-Acting Spring
Locking Keys
Double-Acting Spring
Packing
Locking Keys
HAL8487
8-6
2.000
50.80
2.000
50.80
1.881
47.78
0.88
22.35
6 5/8
168.28
5.625
142.88
5.625
142.88
5.500
139.70
3.50
88.90
3.75
95.25
Ordering Information Specify: X or XN; R or RN; packing bore; tubing size, weight, grade, and thread; service environment (standard,%H2S, %CO2, amines/other chemicals, chloride content, temperatures, pressures, etc.); API monogramming or other certification requirements; special holddown (interference or shear pin on lock mandrel); special material and elastomer requirements, if applicable. Part Number Prefixes: 11X, XNlanding nipple; 711X, XNAPI/monogrammed landing nipple; 10XO, XNlock mandrel; 710XO, XNAPI/monogrammed lock mandrel; 11R, RNlanding nipple; 711R, RNAPI/monogrammed landing nipple; 10RO, RNlock mandrel; 710RO, RNAPI/monogrammed lock mandrel
8-7
Fishing Neck
Full Bore Nipple Expandable Element Double-Acting Spring No-Go Locking Keys
High-angle/horizontal wells Features Pressure ratings up to 10,000 psi (690 bar) Seals protected during installation and retrieval of the lock Can be run and retrieved on slickline or coiled tubing Selective lock location Element above keys
8-8
Benefits Field-proven Any number of the identical nipples can be run Smooth installation Reduces time in the well with slickline Seals on the locking mandrel protected from damage Running/pulling with no interference
No need for restrictive sealbore landing nipples incompatible with some completion designs Expandable element creates a seal downhole Keys provide positive location in nipple
Nominal ID in. mm
76.00 74.22
Drift in.
2.867 2.797
mm
88.90
kg/m
mm
72.82 71.04 97.36 96.39 91.82 118.19 115.44
mm
71.45 69.85 96.85 95.25
mm
73.15 71.37 97.54 96.77 92.20
mm
73.66 71.88 99.57 97.28 94.23 119.00 116.38
mm
70.61 69.34 96.27 94.74 91.44 115.32 112.27
psi
6,730 10,000 6,400 10,000 6,400 9,190 8,360 7,500 7,526
F
300 300 300 300 300 300 300 300 300
10.2
12.60 18.75 3.958 100.53 3.833 4 1/2 114.30 13.5 20.09 3.922 99.62 95.00 3.795 3.615
93.688 3.630
20.00 29.76 4.788 121.36 4.653 23.00 34.23 4.670 118.62 4.545 7 177.80
29.00 43.16 6.184 157.01 6.059 153.90 32.00 47.62 6.094 154.79 5.969 151.61
151.46 6.070 154.18 6.120 155.45 5.94 150.88 151.46 5.980 151.89 6.000 152.40 5.86 148.84
Ordering Information Specify: tubing size, weight, grade, and thread connections; service environment (standard, %H2S, %CO2); temperature; pressure rating. Part Number Prefixes: 10FBNlock mandrels, 710FBNlock mandrels, 11FBNlanding nipples, 711FBNlanding nipples, 20FBNequalizing valves, 24FBNequalizing prong/plug assembly
8-9
Equalizing Valve
HAL12181
Plug Cap
8-10
*No-go OD for these RPT lock sizes may not be compatible with next larger size nipple. Special OD tools are available. These use part number prefix 10RPTS and 710RPTS. Ordering Information Specify: tubing size, weight, grade, and thread connections; device environment (standard,%H2S, %CO2, amines/other chemicals, chloride content, temperatures, pressures, etc.); number of landing nipples in tubing string. Part Number Prefixes: 11RPTlanding nipple, 711RPTAPI monogrammed landing nipple, 10RPTlock mandrel, 710RPTAPI monogrammed lock mandrel. 10RPTS-lock mandrel, 710RPTS-API monogrammed lock mandrel
8-11
Fishing Neck
HAL8490
8-12
Otis SAFETYSET Lock Mandrel System Halliburtons Otis SAFETYSET lock mandrel system is a drive-down, jarup-to-set, no-go-type system designed specifically for surface-controlled subsurface safety valve (SCSSV) applications. This system consists of an Otis SAFETYSET lock mandrel, running tool, and unlocking tool. The Otis SAFETYSET lock mandrel system is designed to help ensure valve-set integrity and hydraulic control communication to the safety valve. The design features a locking sleeve that moves upward in the direction of flow to establish a locked safety valve. This locking allows unlimited drive-down action without the possibility of presetting the lock while it travels downhole. A no-go shoulder on the lock mandrel provides positive locating within the landing nipple. This system is designed to minimize operator guesswork at the surface by requiring two independent conditions to exist before the running tool will release. The SCSSV must be pressured open for the lock keys to expand. Only when the locking sleeve is locked in place will the running tool release. A running tool retrieved to the surface without the lock and valve indicates a functional valve securely locked into the landing nipple. Applications Specifically designed for slicklineretrievable, SCSSV applications High flow rates Features No shear pins in the running tool Running tool can be released only after lock mandrel locks and SCSSV is operable Large ID Locking sleeve locks in the direction of flow Optimum pressure rating design on lock mandrel Anti-vibration ring in lock mandrel Benefits Helps eliminate the possibility of subsurface safety valves being left downhole when improperly installed without control-line pressure integrity No shear pin damage to safety equipment, seals, and sealing bores No presetting and false set indications from premature pin shearing Helps avoid a possible flow-out of the subsurface safety valves to surface Minimal metal-to-metal abrasion from vibration Lock system protected from unintentional unlocking by slickline tools passing through the ID Options Designs available for all Otis RQ and Otis RPT landing nipple profiles. Models designed to land and lock in any safety valve landing nipple if there is a no-go UP running tool allows setting staggered and non-staggered sealbore safety valves
Locking Keys Locking Sleeve No-Go Shoulder Fishing Neck
Anti-Vibration Ring
HAL22098
Packing
8-13
8-14
Applications Conventional tubing hangers Platform horizontal trees Subsea horizontal trees Features Dedicated wellhead design Internal fish neck Top no-go locator Single or multiple seal stacks Equalizing option
HAL14032
High-pressure seal stack Benefits Helps reduce cost of tubing hanger, tree housing, and services Minimizes service riser dimension/cost Helps save time and money using slickline to install Field-proven technology Compatible with other Halliburton downhole landing nipples
Ordering Information Specify: packing bore, pressure rating, special material requirements, service environment. Part Number Prefixes: 10 and 710SRP for Wellhead Plugs; 21SRP for Backpressure Valve; 14 SRP for test prongs for BPV; 710SSP for MTM seal
HAL8310
8-15
Fishing Neck
Note: Not recommended for use where debris can build up in or above the plug system. Please refer to the prong-type plug systems for a debris tolerant solution.
Otis one-trip plug choke assemblies consist of a lock mandrel, an equalizing sub-assembly, and a plug cap. These plug chokes are run and pulled on slickline to plug the tubing for various operations. Otis one-trip plug chokes are available for all Otis key-type locks. This style plug is also available for FBN locks. One-trip plug choke assemblies are designed to hold differential pressure from above or below for normal plugging operations. The equalizing sub provides an equalization path across the plug choke. Only one slickline trip is required to run or pull the plug.
Benefits Requires only one slickline trip to run or pull Holds pressure from below or above
HAL8491
Note: One-trip plug requires lock mandrel, equalizing valve, and valve cap, each ordered separately.
Valve Cap
8-16
Otis Prong-Type Plug Choke Assemblies Otis prong-type plug choke assemblies consist of a lock mandrel and a prong equalizing housing. The plug chokes are run and pulled on slickline and used to plug the tubing for various operations, including setting and testing packers and testing tubing. Otis prong-type plug chokes are made available for all Otis key-type lock mandrels. Otis plug choke assemblies with equalizing prongs are used to plug the wellbore in either direction. They are designed for use where sediment might collect on the plug. Before the plug is retrieved from the wellbore on slickline, the prong is removed from the plug housing, providing an equalization path across the plug choke. Two slickline trips are required to run or pull the plug. Applications Setting and testing packers High-pressure conditions Removing the wellhead
HAL10451
Features Balanced equalizing prongs with seals for either standard or H2S service Fluid bypass during running or retrieving operations Extended-length prongs for use in completions with side-pocket mandrels or when a large amount of sediment is expected V-packing seals on equalizing prong Benefits Set and retrieved on slickline Holds pressure from below or above Dependable sealing in extreme environments Compatible with other Halliburton downhole landing nipples
Pulling Prong
Lock Mandrel
Separating zones during production tests or data-gathering For use where sediment might collect on the plug Available for X, XN, RN, RPT, and FBN locks and nipples
8-17
Otis XR Pump-Through Plug Assemblies Halliburtons Otis XR pump-through plug assemblies are designed to hold pressure differential only from below. They can be pumped through by applying tubing pressure above the plug until it overcomes the well pressure, allowing fluids to be pumped through the plug, to equalize across the plug, or to kill the well. One slickline trip is required to run or pull the plug. These plug chokes are run and pulled on slickline to plug the tubing for various operations. Otis XR pumpthrough plugs can be made up on Otis X, XN, R, RN, RPT or FBN lock mandrels and installed in Otis X, XN, R, RN, RPT, or FBN landing nipples. Applications Killing the well Removing the wellhead Isolating high-pressure zones from lower pressure zones Features Holds pressure differential from below only Uses a ball-and-seat assembly Benefits Requires only one slickline trip to run or pull the plug Allows kill fluids to be pumped through the plug
HAL8492
Fishing Neck
Lock Mandrel
Expander Mandrel
Equalizing Sub
8-18
Pump-Open Plugs
The pump-open plug is a positive plug that holds pressure from either direction but can be pumped open by applying excess surface pressure. Pump-open plugs serve as temporary tubing plugs that can be pumped open and used for production without retrieving by slickline. Pump-open plugs consist of a plug body, plug cap, and pump open valve. They are designed to be run with equalizing valves and are available for all Otis key-type lock mandrels. Applications As a temporary tubing plug that can be pumped open and used for production without running slickline For conventional plugging applications in sandy conditions where equalizing through small bore equalizing devices might be difficult To isolate perforations when run below packer completion assembly Features Only one moving part Nontortuous flow path Balanced flow areas Benefits Provides reliable, economical performance Can be used with virtually any lock mandrel
HAL11745
O-ring Seal
Flow Ports
Release Pins
Plug Cap
Pump-Open Plug
Ordering Information Specify: lock/equalizing valve size and type or part number, if known; service environment (standard, %H2S, %CO2, amines, etc.); temperature rating; special material requirements, if applicable. Part Number Prefix: 21XPO, RPOpump open plug
8-19
Equalizing Subs
Halliburton features many different equalizing subs to accompany the various lock mandrel models available. The various sub-models differ in ID size, pressure-holding capabilities, equalizing valve design, lock mandrel compatibility, tubing weight, and service environment. Otis XH Equalizing Subs Halliburtons Otis XH equalizing subs feature button-type valves with a no-go OD that holds pressure from below only. They are designed to be used with Otis X lock mandrels to allow ambient and pressure-differential safety valves to be reopened against differential pressures without being pulled. The Otis XH equalizing valve has a flow bore compatible with the subsurface flow control bore. Applications Used with Otis X lock mandrels Allow ambient and pressuredifferential safety valves to be reopened against differential pressures without being pulled Suitable for H2S and standard service Features Button valve No-go OD Holds pressure from below only Benefits Ambient and pressure-differential safety valves can be reopened without being pulled Otis X and R RPT and FBN Equalizing Subs These Otis equalizing subs are used in one-trip plugs where pressure differentials are anticipated. They are designed to hold pressure from above or below. These subs are run in the open position, and the running prong shifts the sleeve to the closed position during the setting procedure. The pulling prong shifts the sleeve downward to the open position for equalization before pulling. Applications When pressure differentials are anticipated across a flow control device Available for all Otis key-type lock mandrels Features Holds pressure from above or below Valve is closed when running tool is released and is opened when pulling tool is engaged Pressure balanced Benefits Ports opened during installation for fluid bypass Can be adapted to numerous flow control devices and Storm Choke safety valves
HAL8495
Valve Housing
Valve
Spring
HAL8494
Valve
Seal
Otis X and R Equalizing Sub
Ordering Information Specify: lock type and size or part number, if known; service environment (standard, %H2S, %CO2, amines); temperature and pressure rating requirements; special material requirements, if applicable. Part Number Prefix: 20XO, XH, RO, RPT, FBN equalizing subs
8-20
Otis Bottomhole Choke Beans Halliburtons Otis bottomhole choke beans are designed to reduce the possibility of freezing surface controls by moving the point of pressure and temperature reduction to the lower portion of the wellbore. They can be run on any Halliburton Otis lock mandrel. Otis choke beans are designed to prolong the flowing life of wells by liberating gas from solution at the bottom of the hole. This liberation lightens the oil column and increases flow velocity. These choke beans also help prevent water encroachment by maintaining a consistent bottomhole pressure. Reducing water encroachment helps to stabilize and keep the formation oil/water contact constant.
HAL8493
Benefits Minimize water encroachment Lighten the oil column Increase flow velocity Prolong the life of the well
Bean Holder
Applications To help reduce the possibility of freezing surface controls Features Can be connected to all Otis lock mandrels Are available in various sizes
8-21
Monolock Plug
8-22
Monolock Plug
Tubing/ Casing Size
in. 3 1/2 mm 88.90 10.3 12.6 13.5 4 1/2 114.30 15.5 16.9 5 127.00 18 15.5 17 5 1/2 139.70 20 23 23 26 29 26 29 32 7 177.80 29 32 35 32 35 38 43.16 47.62 52.09 47.62 52.09 56.55 6.184 6.094 6.004 6.094 6.004 5.920 157.07 154.79 152.50 154.79 152.50 150.31 6.059 5.969 5.879 5.969 5.879 5.795 153.90 151.61 149.33 151.61 149.33 147.19 5.750 146.05 5.72 145.29 2.62 66.55 2.62 66.55 7,200 496.42 5.875 149.23 5.84 148.34 6,530 450.23 29.76 34.23 34.23 38.69 43.16 38.69 43.16 47.62 4.778 4.670 6.366 6.276 6.184 6.276 6.184 6.094 121.36 118.62 161.70 159.41 157.07 159.41 157.07 154.79 4.653 4.545 6.241 6.151 6.059 6.151 6.059 5.969 118.19 4.562 115.44 158.52 156.24 153.90 156.24 153.90 151.61 5.963 151.46 5.92 150.37 2.31 58.67 2.31 58.67 6.000 152.40 5.97 151.64 115.87 4.53 115.06 1.81 45.97 1.75 44.45 8,450 5,080 5,790 6,530 5,790 6,530 7,200 582.61 350.25 250 121 399.21 450.23 399.21 450.23 496.42 HNBR or Nitrile 7,350 506.77 23.06 25.15 26.79 23.06 25.30 3.826 3.790 4.276 4.950 4.892 97.18 96.27 108.61 125.73 124.26 3.701 3.615 4.151 4.825 4.767 94.01 91.82 105.44 122.56 4.691 121.08 119.08 4.66 118.36 1.81 45.97 1.75 44.45 6,190 426.79 3.630 92.20 3.59 91.19 35.05 1.38 35.05 15.36 18.79 20.09 2.922 3.958 3.920 74.22 100.53 99.57 2.797 3.833 3.795 71.84 97.36 96.39 3.688 93.68 3.66 92.96 1.38 35.05 1.38 35.05 8,990 619.84 10,000 689.48 8,200 5,600 565.38 386.21 2.750 3.813 69.85 96.85 2.73 3.78 69.34 96.01 6,740 7,730 464.71 532.96
Casing Weight
lb/ft 9.3 kg/m 13.82
Nominal ID
in. 2.992 mm 76 in.
Drift
mm 72.82
Minimum Nipple ID
in. 2.813 mm 71.5
Maximum OD
in. 2.78 mm 70.61
Fish Neck ID
in. 1.81 mm 45.97 in. 1.18
ID
mm 29.97
Pressure Rating
psi 7,500 bar 516.75
Temp. Rating
F C
Element
2.867
Pressure rating listed is based on use in 80K tubing/casing. See Design Specification for rating when used in other weights or grades of tubing/casing. Ordering Information Specify: tubing size, weight, and grade; service environment (standard, %H2S, %CO2, amines/other chemicals, etc.); temperature; pressure rating; special material requirements. Part Number Prefix: 21MLA
8-23
HE3/HX4 Retrievable Bridge Plug The HE3 and HX4 retrievable bridge plugs (RBP) provide a means of isolating the upper wellbore from production or the lower wellbore from a treatment in the upper wellbore. They can be set at a predetermined depth anywhere in the tubing or casing and can be run and retrieved using conventional well intervention methods. The slip system on the tools outer body anchors the plug to the wellbore while a packing element provides the pressure seal. The HE3 RBP incorporates a midmounted pressure equalization feature that offers single-trip run and retrieve. With an extensive run history, the HE3 RBP is available in sizes ranging from 2 7/8-in. through 13 3/8-in. The HX4 RBP is a two-trip run and retrieve version of the HE3 RBP facilitated by a prong and equalizing housing. Applications The HE3 RBP is designed for deployment in any type of well, whether horizontal or vertical, oil, gas, or water. Typical applications include pressure testing of the production tubing, packer setting, and completion installation operations. Additional applications include tree repair or installation, gas-lift valve change out, zonal isolation or treatment, temporary well suspension, and packer or annular safety valve punch release. Incorporating a larger equalizing flow area, the HX4 RBP is ideal for preinstallation in the completion tailpipe and being run with the completion for packer setting operations. Features One-piece dual modulus packing element Compact, modular design Large footprint segmented slip mechanism Slip mechanism located below packing element Slips mechanically retained on retrieval Controlled setting action Various slip options Field redressable May be set using conventional slickline or electric line setting tools, on coiled tubing or workstring, and using the Halliburton DPU downhole power unit Benefits Allows the tubing to be plugged without the need for a nipple profile Removes the need for restrictions caused by such nipple profiles Reduced risk of premature setting while running in hole and hanging up on retrieval Slip mechanism position offers protection from casing debris, thus improving reliability Slip design and controlled setting action helps ensure the stresses exerted on the casing or tubing are evenly distributed, thus preventing damage
HAL31472
HAL31618
8-24
HAL31617
8-25
Evo-Trieve Bridge Plug The Evo-Trieve bridge plug is a highperformance retrievable monobore plugging device that does not require a predetermined setting restriction for locating or sealing within the production completion. Evolved from the industry-leading HE3, TR0 / TR1, and Monolock retrievable bridge plugs, the Evo-Trieve bridge plug blends past experience with future industry requirements. The Evo-Trieve bridge plug is V0qualified per ISO 14310 to 7,500 psi and up to 325F. Its robust design includes large slip and element footprints to provide improved pressure-holding capability in unsupported casing. Debris tolerance has been verified through a comprehensive flow loop testing program. The Evo-Trieve bridge plug can be deployed using conventional slickline with the DPU downhole power unit and can be retrieved with industrystandard GS pulling tools. Applications Particularly suited to applications requiring a qualified barrier-type plugging device located within the tubing string Suitable for new completion installation and multiple well maintenance applications throughout the complete life of well cycle Readily adapted to install pressure gauges or other associated flow control equipment for a full range of well service demands Suited to shallow-set well plugging applications prior to Christmas tree removals and repairs to surface wellhead equipment Features Supplied with H2S packing element system as standard for critical well deployment and reduced inventory management Superior debris tolerance provided by element positioned above slips complemented by a large ID pressure equalizing feature to resist plugging Improved body lock ring system retains element pack-off force during pressure reversals across plug Robust slip system permits no over expansion in set position while remaining mechanically locked in retracted position when plug is released Time savings delivered through single-trip wireline equalization and plug retrieval operations Easily adapted to existing modular extensions for extreme debris environments Easy access top guide sub helps ensure retrieving tool engagement in highly deviated well profiles Benefits Minimized tool diameter and retained packing element offers improved running speeds and operational performance within deviated wellbores and access through tubing restrictions Reduced operational costs as tool is retrieved by readily available industry-standard GS pulling tools Simplified compact design requires no special assembly tools and is ideally suited for well site conversion and remote location operations Suitable for deployment in all well types utilizing slickline, DPU unit, electric line, coiled tubing, tractor, and workstring operations
8-26
HAL24627
8-27
Note: Both slickline and e-line DPU units include conversion kits to allow for the use of some existing Baker setting adapter kits.
The DPU unit and attached subsurface device are run into the well on slickline or braided line. The timer initiates the operation. The setting motion is gradual and controlled (about 0.7 in./min) allowing the sealing element to conform against the casing/ tubing wall and the slips to fully engage. The controlled setting motion allows the sealing element to be fully compressed. Once the setting force is reached, the DPU unit shears loose from the subsurface device and is free for removal from the well. The DPU unit is designed to help set and allow for dependable operation of downhole flow control devices, reduce well completion costs, and improve safety at the wellsite.
8-28
HAL14000
Features Equipped with a timer/accelerometer/pressure actuation system to help ensure tool setting at proper time and depth Batteries for self-contained operation Slickline, e-line, or coiled tubing operation Sets and retrieves tools with optimal setting force Reduced cost for setting packers and bridge plugs using traditional electric line Non-explosive operation helps improve safety Eliminates need for electric wireline Dependable operation Positive setting of slips and elements Optimized operating speed
Bridge Plug
HAL11752
8-29
Note: An Otis MR mechanical running tool is used to run the Otis softset bomb hanger. It is designed to carry weight in excess of the 140-lb (63.5 kg) weight limit of a hydraulic running tool. The Otis MR mechanical running tool features an emergency shear ring designed to release the core from the fishing neck if the bomb hanger becomes stuck and needs to be freed.
Shock Absorbers
The LO shock absorbers are designed to help prevent instrument damage caused by jarring and impacts during slickline operation. The assemblies suspended below the shock absorbers are supported by springs within the absorber. Any shocks transmitted from the slickline toolstring are absorbed by the shock absorbers. The absorbers should be used only when the weight of the instruments attached below does not compress the spring to its stacked length.
Ordering Information Shock Absorbers Specify: lock type and size; service environment (standard, %H2S, %CO2, amines); special material requirements, if applicable; weight of instruments. Part Number Prefix: 33LOBomb hanger or shock absorber Ordering Information Softset Bomb Hanger Specify: tubing size, weight, and thread; nipple profile and ID; service environment (standard, %H2S, %CO2, amines); special material requirements, if applicable; weight of instruments. Part Number Prefix: 33XN, RNS, 33RPT, 33FBNSoftset bomb hanger
8-30
HAL10442
HAL8496
LO Shock Absorber
Closing Sleeve
Equalizing Ports Flow Ports Buffer Seal ECM Seal Stack High-Strength Body Joints
8-31
*ODs will vary depending on threads, material, and desired pressure rating. If OD dimensional restrictions apply, consult your local Halliburton representative to confirm ODs available for your application. Other profiles available on request. Ordering Information Specify: type (open up or down); tubing size, weight, grade, and thread; service environment (standard, %H2S, %CO2, amines); pressure and temperature requirements; dimensional constraints, if any; special material requirements. Part Number Prefixes: 621 XU, RU, RPU, FBUopen up; 621 XD, RD, RPD, FBDopen down
8-32
*ODs are based on 110 ksi minimum yield material. Ordering Information Specify: type (open up or down); tubing size, weight, grade, and thread; service environment (standard, %H2S, %CO2, amines); pressure and temperature requirements; dimensional constraints, if any; special material requirements. Part Number Prefix: 621oo
8-33
HAL33060
8-34
8-35
8-36
HAL12204
Applications This tool is ideally suited for deep, highly deviated, or horizontal wells that would normally require coiled tubing to run plugs to set hydraulically activated equipment. Features Solid metal barrier Depth limited only by ratings of hydrostatic chamber housings Low pressure differentials to activate Feedback at surface of tool activation No waiting on plug to open No debris
No non-standard surface equipment required Mechanical override Easily millable Benefits Totally interventionless completion installation Can be used as a deep, downhole barrier for wireline valve removal After activation, the Anvil plug produces no residual debris No requirement for any special surface equipment to occupy premium space on the rig floor
8-37
LA0 Liquid Spring-Actuated Anvil Plugging System The LA0 liquid spring-actuated Anvil plugging system is a pressure cycleoperated device that allows the operator to perform tubing tests or set hydraulically activated tools and then have full tubing bore ID without wireline or coiled tubing intervention. The operation of the liquid spring device is carried out by a ratchet mechanism that travels each time pressure is applied for the predetermined number of cycles. When the predetermined number of pressure cycles has been applied, communication from the tubing to the control line is opened, allowing pressure to activate the Anvil plugging system. Applications This tool is ideally suited for deep, highly deviated, or horizontal wells, which would normally require coiled tubing to run plugs for setting hydraulically activated equipment and where it is necessary to apply a number of tubing pressure tests before activation of hydraulically operated downhole tools. Features Insensitive to changes in annulus pressure Control fluid sealed within actuation mechanism Solid metal barrier Surface indication of successful tool activation No waiting on plug to open No debris Circulating sub Mechanical override Easily millable Benefits Control fluid in the actuation mechanism is sealed and therefore protected from contamination. Unlike nitrogen pre-charged systems, the liquid spring mechanism eliminates well-specific setup and enhances long-term suspension capability. Fluid used to communicate with the hydraulically activated device is carried in with the liquid spring module and therefore remains separate from the tubing fluid at all times, reducing the chance of control line blockages. Prior to activating the release mechanism, a solid metal plate is in place to form a downhole barrier that satisfies most operators' plugging policy. Sudden pressure drop at the device at activation will be detectable at surface. The Anvil plug completely opens at the time of actuation. Controlled metallurgical and dimensional properties help ensure consistent and reliable full opening. After activation, the Anvil plug produces no residual debris to potentially cause problems during subsequent operations. To allow the tubing to self-fill while running, a circulating sub or fill up sub can be run in conjunction with the Anvil plug. In the event the plug does not activate normally, it can be mechanically overridden using a dedicated tool run on wireline or coiled tubing. The Anvil plug can also be milled with no rotating parts and only the metal plate to be removed.
HAL12496
8-38
LS0 Liquid Spring Actuation Device The LS0 liquid spring actuation device is a pressure cycleoperated, self-contained tool used to initiate any hydraulically activated downhole device. The tool allows setting of equipment after the application of a predetermined number of pressure cycles. The operation of the tool is carried out by a ratchet mechanism that travels each time pressure is applied. When the predetermined number of pressure cycles have been applied, communication from the tubing to the control line is opened, allowing pressure to reach the target device. Applications The liquid spring actuation device is used when it is necessary to apply a number of tubing pressure tests before activation of hydraulically operated downhole tools. Features No atmospheric chamber or nitrogen-charged chamber to limit time to actuation Actuation system is unaffected by changes in pressure in the lower annulus Control fluid in the actuation mechanism is sealed and therefore protected from contamination Benefits Total interventionless actuation of hydraulically operated tools. Unlike similar actuation devices, the liquid spring is not affected by changes in pressure in the lower annulus. Unlike nitrogen pre-charged systems, the liquid spring mechanism eliminates well-specific setup and enhances long term suspension capability. Fluid used to communicate with the hydraulically activated device is carried within the liquid spring module and therefore remains separate from the tubing fluid at all times, reducing the chance of control-line blockages.
HAL12495
8-39
Mirage Disappearing Plug The Halliburton Mirage disappearing plug is a plugging device designed to run as an integral part of the tubing. The plug can be used to set a hydraulic-set packer or to test the tubing string. It is activated by hydraulic pressure, eliminating the need to use wireline or coiled tubing to run and retrieve the plugging device. Once the plug has been expended, the plug material will dissolve and disintegrate leaving full tubing ID through the plug. A fill sub is run above the plug when tubing autofill is required. The Mirage plug is available in two versionsthe MPB multi-cycle version that allows six pressure cycles before expending and an MPR single-cycle type. The MPR Mirage plugs have no moving parts and use a rupture disk to select the expend pressure. Applications Horizontal and high-angle wells where slickline or CTU intervention after completion is undesirable Setting production and isolation packers Testing tubing Wells where retrievable plug use is undesirable Features Multiple pressure-cycle capability (MPB version) Automatic expend after last pressure cycle Maximum particle size after expending is less than 1 mm Helps reduce well risk; reduces number of slickline or CTU trips in the hole; allows multiple pressure tests before expending Benefits Testing tubing can be accomplished without delay or problems associated with other plugging methods Helps reduce completion costs by eliminating trips to install and retrieve plugging device Water used to dissolve plug is carried with the tool A diaphragm is run in the top of the tool to keep debris off plug matrix Full nonrestrictive ID after expending plug Maximum particle size after the plug material has disintegrated is 1 mm, eliminating any well debris Can be mechanically activated by wireline as a backup
HAL8827 HAL33061
8-40
8-41
Autofill Sub The autofill sub is run above the Mirage or Anvil plug when automatic filling of the tubing is required. The unique bladder design of the fill sub allows debris-laden annulus fluids to enter the tubing, while providing a reliable seal from the tubing side. The tubing can be tested any number of times, provided the shear pressure of the lockout piston is not exceeded. Once the lockout pins are sheared resulting from tubing pressure, the piston drives the ports in the isolation sleeve past the o-rings, locking the fill sub out of service. A simple interference fit retains the fill sub in the locked-out condition. Applications Used separately or in conjunction with Mirage and Anvil plug systems Completions requiring automatic filling of tubing Features Simple, robust design Prevents fluid flow from tubing to casing A mechanical override in the form of an isolation sleeve can be used to permanently isolate the bladder if required Benefits Autofill valve automatically fills the tubing from below, eliminating manual fill from the surface. Rubber sealing sleeve provides positive sealing in debrisladen fluid.
Isolation Sleeve Bladder Valve
Interference Bump
HAL5924
Autofill Sub
Ordering Information Specify: tubing size, weight, and grade; thread connection; material; service environment; pressure rating. Part Number Prefix: 21FS
8-42
Run-In Position
Open Position
Closed Position
Ordering Information Specify: nipple size and type, special material requirements, service environment (standard, %H2S, %CO2, amines) Part Number Prefix: 14MV
8-43
FS2 Fluid Loss Isolation Barrier Valve For efficient asset management, Halliburtons FS2 fluid loss isolation barrier valve provides a reliable, interventionless solution for fluid loss control during well completion, eliminating potential formation damage. The FS2 valve isolates the formation below the uppermost gravel pack packer before the upper completion has been installed and can be utilized in frac pack, gravel pack, and standalone screen applications. The valve provides a reliable means of: Preventing fluid loss to formations after completing initial gravel pack operations Isolating formations during up-hole operations throughout life of the well Helping to reduce costs on subsea or deep wells through the use of interventionless technology Use as a barrier in a well suspension system The closure device is a proven, high-performance ball mechanism that provides a positive bi-directional seal in brine and oil-based mud environments. The debristolerant, non-translating ball design eliminates unnecessary movement within the mechanism during opening and closing operations, allowing operation in debris-laden environments. Optimum FS2 valve placement is normally below the gravel pack or liner hanger assembly. Washpipe, located on the bottom of the service tool, is extended through the valve. A collet shifting tool is attached to the end of the washpipe, which on retrieval closes the valve, immediately isolating the formation and allowing inflow or positive pressure-testing above the ball. Remote actuation in the form of hydraulic pressure cycles is then used to open the valve after upper completion installation.
8-44
HAL30847
Features and Benefits Initial valve closure achieved when washstring/collet is retrieved through the valve. Bi-directional sealing mechanism provides a fully tested downhole barrier. Unlike nitrogen pre-charged systems, the fluid spring indexing mechanism eliminates well-specific setup and enhances long-term suspension capability. One-time remote activation achieved by the application of pressure cycles, eliminating the need for well intervention. Activation piston provides increased opening force (up to 200% increase over previous FS valve designs). Improved fluid management helps ensure valve operation in debris. Increased differential opening capability. Design provides unlimited mechanical opening/closing of valve. Indexing system is unaffected by changes in hydrostatic pressure, making it suitable for use in wells with fluid loss. Valve opens on pressure bleed down, minimizing the risk of surging the formation. Full bore ID maximizes production and allows access to the formation. Design incorporates enhanced debris exclusion features. Mechanical shifting profile incorporated within design. Sealed actuation mechanism helps prevent control system contamination. Cycling mechanism isolated from debris in the wellbore.
Qualification Testing Each FS2 valve is subjected to extensive qualification testing during prototyping. In addition to rigorous discrete component level testing, a full valve test program designed to help ensure reliable performance in well conditions is carried out. Testing includes: Remote opening at maximum rated temperature Differential opening capability test Collapse testing at maximum rated temperature Multiple remote open tests in debris Options Available to suit 7-in., 7 5/8-in., 9 5/8-in./9 7/8-in., and 10 3/4-in. casing Ball differential rating up to 10,000 psi (689.5 bar) Collapse rating up to 15,000 psi (1034.2 bar) Burst rating up to 12,000 psi (827.4 bar) Temperature rating to 350F (176.7C) Increased differential opening capability
Part Number Prefix: P.226FS2
8-45
IB Series Mechanical Fluid Loss Isolation Barrier Valve The IB series mechanically activated fluid loss isolation barrier valve provides a reliable, mechanical solution for fluid loss control during well completion, eliminating potential formation damage. Initially designed for electric submersible pump (ESP) applications, the IB valve provides a means of isolating the formation below the uppermost gravel pack packer before the upper completion has been installed and can be utilized in frac pack, gravel pack, and standalone screen applications. For sand control applications, the valve is run into the well (ball open) below the uppermost gravel pack packer as an integral part of the gravel pack assembly. The washpipe, located on the bottom of the gravel pack service tool, is extended through the valve. A collet shifting tool is attached to the end of the washpipe. On washpipe retrieval, the collet shifting tool closes the ball isolating the formation and allowing inflow or positive pressure testing. The lower sandface completion and reservoir is isolated by the closed ball in the IB valve, which permits safe installation of the upper production completion. The IB valve is opened mechanically using a collet shifting tool attached to the end of the upper completion. The closure device is a proven, highperformance ball mechanism that provides a positive bi-directional seal in brine and oil-based mud environments. The debris-tolerant, non-translating ball design eliminates unnecessary movement within the mechanism during opening and closing operations. The IB4 valve can be considered as the base design. The collet shifting tool opens the ball mechanism while passing through the valve. This eases space out concerns and provides maximum flexibility. The IB5 fluid loss device provides the collet shifting profile of the IB4 valve but also includes a secondary larger ID shifting profile. Utilizing the secondary profile allows the valve to be opened and closed while maintaining the ID through the valve. The IB5 valve is ideally suited for use in stacked frac pack completions where a reduced ID may be a concern. Features and Benefits Initial valve closure achieved when washpipe/collet is retrieved through the valve Bi-directional sealing mechanism provides a fully tested downhole barrier Improved fluid management helps ensure valve operation in debris Design provides unlimited mechanical valve opening/closing Full bore ID maximizes production and allows access to the formation Options Available to suit 7-in., 7 5/8-in., 9 5/8-in., 9 7/8-in., and 10 3/4-in. casing Ball differential rating up to 10,000 psi (689.5 bar) Collapse rating up to 15,000 psi (1034.2 bar)
HAL31596 HAL33570
Burst rating up to 12,000 psi (827.4 bar) Temperature rating to 350F (176.7C)
8-46
LV4 Lubricator Valves The LV4 lubricator valve is a high-performance, surfacecontrolled, tubing-retrievable isolation barrier valve that is used as part of a downhole lubricator system. The valve provides a means of isolating well pressure in tubing strings where it has been deployed. Application of hydraulic pressure to the tool via dual control lines will operate the valve open or closed. Traditionally well intervention string lengths are limited to the length of lubricator that can be stacked on top of the production tree. The addition of a LV4 lubricator valve extends these possibilities by placing the swab valve within the tubing string. Applications Typical applications include deployment of long TCP guns/ straddle assemblies and bottomhole pressure/temperature instruments. Can be used in conjunction with the tubing-retrievable safety valve (TRSV) to form part of a well suspension system Allows through-tubing deployment of long length assemblies using intervention methods without killing the well Features and Benefits Cost savings achieved by reducing the number of well interventions required Metal-to-metal body joints Full bore ID maximizes production and allows unrestricted access to the TRSV Bi-directional sealing mechanism provides a fully tested downhole barrier Provides dropped object protection to TRSV during intervention operations Balanced piston design provides deep-set capability Shrouded ball mechanism provides high debris tolerance Mechanical shifting profile incorporated within design Toolstring shock absorber system protects the sealing system from impact damage Options Available to suit 9 5/8-in. and 10 3/4-in. casing Ball differential rating up to 11,500 psi (793 bar) Temperature rating to 325F (176.7C)
HAL31516
8-47
8-48
Blast Joints
Blast joints are installed in the tubing opposite perforations in wells with two or more zones. Otis blast joints are sized to help prevent tubing damage resulting from the jetting action of the zones perforations. Applications Used to help prevent tubing damage resulting from the jetting action of the zones perforations Installed in the tubing opposite perforations in wells with two or more zones Features Available in lengths greater than 10 ft (3.048 m) Wall thickness greater than tubing Benefits Increased production tubing life
Blast Joint
Flow Coupling
HAL8497
Flow Coupling
HAL8498
Blast Joint
Ordering Information Part Number Prefixes: 11FN, FNC, FNMflow coupling, standard length 3, 4, 6 ft (.9144, 1.2192, 1.524 m); 11BNblast joints, standard length10-20 ft (3.048 - 6.096 m); specify length required
8-49
Wireline Socket
Slickline Toolstring
Wireline Toolstring A wireline toolstring is attached to the wireline to furnish the mechanical force necessary for setting, pulling, or servicing subsurface equipment under pressure without killing the well. Toolstrings are available in various ODs and component lengths designed to be compatible with various tubing sizes. Otis Rope Sockets Otis rope sockets provide a means for connecting the wireline to the toolstring. The wireline is tied around a disk or dart in the socket to achieve a firm connection. Otis Stems Otis stems are used as weight to overcome stuffing-box packing friction and well pressure on the cross-sectional area of the wireline. The stem can also transmit force either upward or downward to set or retrieve subsurface controls. Stem size and weight is determined by the impact force required and the size of the subsurface control to be run or pulled. For normal conditions, 5 ft of 1 1/2-in. OD stem is made up by combining 2-, 3-, or 5-ft (0.61, 0.91, 1.22 m) lengths of standard stem. For high-pressure applications when additional weight is needed, lead or mallory-filled stems are available.
HAL8500
Stem
Jars
Knuckle Joint
Ordering Information Rope Socket Specify: nominal size, wire size, type (knot, no-knot). Part Number Prefix: 43BO Stem Specify: nominal size; length: 2, 3, 4 ft (.61, .91, 1.22 m); solid or filled (Y/Nlead, mallory). Part Number Prefixes: 44Bsolid stem, 44AOfilled stem
HAL8502
HAL8501
Otis Stem
8-50
Otis Accelerators Otis accelerators are used with and just above hydraulic jars for shallow, weighty jarring. Accelerators help maintain constant pull as the hydraulic jars begin to open. The accelerator inhibits pulling the wireline out of the wireline socket at these shallow depths. Otis Knuckle Joints Otis knuckle joints have a special ball and socket design, allowing angular movement between the jars and the running or pulling tool to help align them with the tubing. Knuckle joints are important if the tubing is corkscrewed and when wireline work is done in a directional hole. In these conditions, joints are used at every connection in the toolstring. Where stem and jars will not align or move freely, tool operation may be impossible; however, the knuckle joint inhibits the wireline tools from hanging up. Otis Jars Otis jars are available in mechanical and hydraulic types. With a set of mechanical jars below the stem, the weight of the jars and stem can be used to jar up or down by pulling and releasing the wireline. A Halliburton wireline specialist can easily feel the jars and manipulate the wireline. Hydraulic jars are designed to provide jarring action in wells in which it is difficult to obtain good jarring action with mechanical jars. Hydraulic jars, which allow an upward impact only, are usually run just above the regular mechanical jars. They require careful maintenance for maximum use in the toolstring. Jar operation is monitored by a weight indicator. Otis B Blind Box Otis B blind box serves as the impact point when downward jarring operations are required.
*Other thread connections available Ordering Information Jars, Specify: nominal size, stroke: 20-in. or 30-in. (50.8 - 76.2 cm) mechanical only. Part Number Prefixes: 44AOmechanical jars, 44HO hydraulic jars, 44BAknuckle jars, 44ACaccelerator Blind Boxes, Specify: nominal size and thread, maximum OD, tubing size and weight. Part Number Prefix: 44Bblind box Knuckle Joints, Specify: nominal size. Part Number Prefix: 45BOknuckle joint
HAL8505
HAL8504
Otis Accelerator
8-51
Detent Jars
Size in. 1.500 1.875 2.250 mm 38.10 47.63 57.15 Standard Release lb up to 900 up to 1,400 up to 3,100 kg up to 408 up to 635 up to 1406 High Release lb 750 2,100 1,300 3,500 1,250 5,000 kg 340 953 590 1588 567 2268 in. 8 - 14 8 - 14 8 - 14 Stroke mm 203.2 355.6 203.2 355.6 203.2 355.6 Length in. 52 53 50 mm 1320.8 1346.2 1270 lb 37,500 62,000 76,000 Tensile kg 17 010 28 123 34 473
8-52
HAL23058
8-53
HAL8508
HAL8509
The Otis G fishing socket was designed primarily to extract prongs with fishing necks from Halliburton subsurface equipment, such as the Otis PS plug choke.
Ordering Information Gauge Cutter, Swaging Tool, Impression Tool, Tubing Broach Specify: nominal size and thread, maximum OD, tubing size and weight. Part Number Prefixes: 65Aswaging tool, 65Ggauge cutter, 52Cimpression tool, 65Btubing broach Ordering Information Magnetic Fishing Tool, Fishing Socket Specify: nominal size and thread. Part Number Prefixes: 52MOmagnetic fishing tool, 52GO G Fishing socket
HAL8511
HAL8512
8-54
HAL8510
Otis P Wireline Grab The Otis P wireline grab is a fishing tool designed to extract broken wireline or cable from the tubing or casing. Otis Go-Devil An Otis go-devil is a slotted stem with a fishing neck. Should the tool become stuck, the go-devil can be attached to the slickline via a small strip of metal pinned in the slot to keep the wireline from coming out. The go-devil is dropped from surface and will slide down the wire until it hits a restriction or the top of the rope socket. The go-devil will cut the slickline at that point, allowing the slickline to be retrieved. Its use is usually limited to fishing operations where the wireline socket is inaccessible and the line must be cut. Otis go-devils designed to cut the wireline at the wireline socket are also available. Expandable Wirefinder The expandable wirefinder is designed to locate wireline lost below a tubing restriction (such as a TRSV). The expandable wirefinder is held retracted in a sleeve which is run, located, and preferably latched in the restriction in the tubing. The wirefinder is then sheared out of the sleeve allowing it to expand to the tubing ID. Once the lost wireline is found and deformed, the wirefinder can be returned to its running sleeve and retracted for retrieval. A wireline grab is then run to latch and retrieve the lost wireline.
Ordering Information Wireline Grab, Wireline Retrievers Specify: tubing size and weight, wireline toolstring nominal size and thread. Part Number Prefixes: 52Pwireline grab, 52POwireline retrievers Ordering Information Go-Devil Specify: nominal size, length, style bottom (flat or angled). Part Number Prefix: 47AO Ordering Information Expandable Wirefinder Specify: tubing size and weight, restriction ID Part Number Prefix: 65FO
HAL14025 HAL8514 HAL8515
Otis Go-Devil
Run-in Position
Wirefinder Position
8-55
Running Tools
Otis X and R Running Tools Otis X and R running tools are used to set Otis X, XN, R, RN, and RQ lock mandrels in their respective Otis landing nipples. These tools are designed with locator dogs, serving to locate the proper landing nipple and positioning the lock mandrel before locating and locking. By selecting the position of the running tool, the lock mandrel keys may be placed in the locating or retracted position. Otis RXN Running Tools Otis RXN running tools set Otis X, XN, R, RN, RPT, and RQ lock mandrels in their respective landing nipples. This tool is generally used for installing wireline-retrievable subsurface valves in the uppermost landing nipple in staggered bore nipples such as the RPT nipple. With this tool, the lock mandrel may be run with the keys in the control or locating positions. The lock mandrel keys or no-go serve to locate the nipple rather than the dogs on the running tool. When a non-no-go lock is being run, the keys must be run in the locating position, and the lock must be set in the first nipple in the bore of that lock size. The tool gives a positive indication when the lock is fully set. Otis SAFETYSET Running Tools Otis SAFETYSET running tools are used to set Halliburton surfacecontrolled, wireline-retrievable safety valves on Otis RP and RQ lock mandrels. Two independent conditions must exist in sequence before the running tool will release the valve and lock. First, the SCSSV must be pressured open to activate the running tool. Second, only when the locking sleeve is moved upward into its locked position will the running tool release. A running tool retrieved to the surface without the lock and valve indicates a functional valve securely locked in the landing nipple. For more information on Otis SAFETYSET lock systems, please refer to the Landing Nipples and Lock Mandrels section. Otis UP Running Tool An Otis UP running tool is also available for running SAFETYSET lock mandrels and subsurface safety valves, which utilize staggered sealbores. The UP running tool is entirely mechanical and does not require control-line pressure to activate. Otis MR Running Tools Otis MR running tools are used to run Otis XNS and RNS softset bomb hangers. This running tool is designed to carry weight exceeding the 140-lb (63.50 kg) weight limit of hydraulic running tools because no preset force needs to be overcome. Running tool lugs hold the bomb hanger fish neck during the running of the bombs. The lugs are held in the expanded position by the core in the fully down position. When the bomb hanger locks into the nipple profile, the lock moves upward, pushing the core up by means of the core extension. Once the core is pushed up, the lockout lug can then be pushed into the core recess by the leaf spring, thus locking the core in the up position. In the up position, the core no longer holds the lugs out and the running tool is disengaged from the hanger. The bomb hanger and pressure gauges are left suspended in the well.
Ordering Information Specify: lock mandrel type and size, or running tool type and size (SS, MR, RXN, X, R). Part Number Prefix: all wireline running tools carry a numeric prefix 41 followed by the alpha characters defining the type running tool as above; for example, 41SS is the prefix for SS running tools
HAL8516
HAL14029
HAL8517
Otis SAFETYSET Otis UP Otis MR Running Tool Running Tool Running Tool
8-56
HAL8518
HAL8519
Pulling Tools
Internal Fishing Necks Otis GS pulling tools are used during wireline operations to unlock and pull a variety of subsurface controls with internal fishing necks, such as an Otis G pack-off assembly. Designed to shear with a jarring down action, this pulling tool is used where excessive jarring upward is necessary to retrieve subsurface flow controls. In the running position, the dogs are designed to seat and lock in the internal recess of the mandrel being retrieved. If the device cannot be retrieved by upward jarring, the GS pulling tool can be released by jarring down, which shears the pin to allow the pulling tool and toolstring to be removed from the well. With this tool being a shear-down-to-release, it can be used in many cases as a running tool for certain devices. Otis GR pulling tools are used during wireline operations to unlock and pull a variety of subsurface controls with internal fishing necks, including: Otis D bridge plugs, Otis X and R lock mandrels, Otis D mandrels, and Otis D collar stops. Designed to shear with a jarring up action, this pulling tool is used during routine wireline operations on controls when shear-down is not possible. The Otis GR pulling tool is assembled by incorporating an Otis GS pulling tool with an Otis GU shear-up adapter. External Fishing Necks Otis S pulling tools are designed for jobs in which extensive upward jarring is required to pull a bottomhole control. This tool is designed to pull any subsurface equipment with an external fishing neck. The core is manufactured in various lengths and may be changed in the field to accommodate the fishing necks of various controls. These are referred to as SS, SB, or SJ. The tool is designed to shear and release by downward jarring. With this feature, the tool may also be used as a running tool to run collar stops, pack-off anchor stops, and various other Halliburton tools.
Fishing Neck
Shear Pin
Fishing Neck Shear Pin Cylinder Spring Spring Retainer Dog Spring Dog Retainer Cylinder Dogs
HAL8521 HAL8522
Core
Otis R pulling tools are designed for jobs in which extensive downward jarring is required. Tools use upward jarring to release when necessary. Dogs in the R pulling tool engage the device fishing neck to allow it to shear with upward jarring. The R pulling tool can be modified as follows: Otis RB pulling tool (R body with a B core) pulls Otis B, C, and W lock mandrel assemblies and mandrel assemblies with full relative motion. Otis RS pulling tool (R body with S core) pulls Halliburton S mandrel assemblies. Otis RJ pulling tool (R body with J core) pulls all controls that do not have full relative motion.
HAL8544
Note: When used as a running tool, the core must be long enough to allow for upward travel after shearing the pin before the skirt is stopped by the equipment being run. It is this action that permits complete release of the running tool.
HAL8523
Ordering Information Specify: lock mandrel type and size, pulling tool type and size (GR, GS, GU, SB, SM, RB, RS, RJ) Part Number Prefix: all wireline pulling tools carry a numeric prefix 40 followed by the alpha characters defining the type pulling tool as above, for example, 40GR is the prefix for GR pulling tools
8-57
Shifts: Sliding Side-Door circulation/ production devices Internal control valves Releasing mechanisms/sleeves Features Equipped with a timer/ accelerometer/pressure actuation system to help ensure tool setting at the proper time and depth Batteries for self-contained operation Slickline or coiled tubing operation Sets and retrieves tools with optimal setting force Benefits Helps reduce cost for setting packers and bridge plugs using traditional electric line Non-explosive operation improves safety Eliminates need for electric wireline Dependable operation Positive setting of slips and elements Optimized operating speed Helps improve safety
Cement retainers
8-58
Test Tools
Otis selective test tools are used to test tubing, locate leaks, or set hydraulic-set packers. Designed to hold pressure from above, selective test tools may be set in compatible Otis X, XN, R, or RN landing nipples in the tubing string. With the keys retracted, the tool is run to a point below the desired nipple. Pulling up through the nipple releases the locking keys to set the tool with downward motion. Pressure from above may then be applied. Benefits Designed for high working pressure Located in the lowest nipples first, these tools are then moved up the tubing and set in sequential nipples until a leak is not detected, thus reducing wireline trips Otis Non-Selective Test Tools Otis non-selective test tools are designed to test the tubing string, set hydraulic packers, and protect lower zones when circulating through a Sliding Side-Door circulating device or producing a zone above the lowermost zone. Designed to hold pressure from above only by employing the use of a drop valve equalizing assembly, the non-selective test tools land in no-go landing nipples with compatible packing bores. When landed in the landing nipple, pressure from above is sealed by the drop, seal ring, and v-packing. In order to retrieve by wireline, the drop is moved off seat with a pulling tool. This equalizes the pressure across the test tool, allowing it to be retrieved. Benefits Ease of running, setting, and retrieving No-go OD on bottom of tool for positive location in landing nipple May be pumped into the well Designed for high-pressure ratings
HAL8524
HAL8525
8-59
Positioning Tools
Otis BO Selective Positioning Tools Otis BO selective positioning tools are used to move the inner sleeve to its open or closed position in Sliding Side-Door circulating devices.
Note: The Otis B selective positioning tool is not to be used for shifting Otis XXO or RRO surface-controlled safety valve nipples. For these nipples, use the Otis XL or RL shifting tool.
The positioning tool engages the recess in the upper (or lower) end of the inner sleeve to permit the sleeve to be shifted by a jarring action. The tool is designed to release itself only after the sleeve reaches its fully open or closed position. This automatic-releasing feature incorporates a releasing profile on the key itself that acts to compress the key spring and release the positioning tool. A shear pin is an added feature designed to release the tool in the event well conditions make it impossible to shift the sleeve. A set of positive keys is available for this tool to permit upward movement of the inner sleeve of one among several Sliding Side-Door circulating devices in one wellbore. These keys do not have a releasing profile. The positioning tool pin must be sheared to release.
Note: The Otis BO selective positioning tool will not pass through position number 1 of Otis S landing nipples.
Otis BO selective positioning tools are designed to selectively position Sliding Side-Door inner sleeves only to the down position. These tools are designed so that one sleeve can be shifted to the down position at any level in the tubing string without shifting any other sleeve. This positioning tool is designed with dogs that serve to locate the proper Sliding Side-Door circulating device and release the spring-loaded keys to engage the profile in the inner sleeve. The tool is designed to release itself only after the sleeve reaches the full-down position. This automaticrelease feature incorporates a releasing profile on the key that acts to compress the key spring and release the positioning tool. The tool can then be raised to the next Sliding Side-Door circulating device to position its sleeve down or return to the surface.
HAL8526 HAL8527
Ordering Information Specify: type and size of tool containing sleeve to be shifted, selective shifting required (Y/N) Part Number Prefixes: 42BOstandard BO, 142BOselective BO
8-60
Otis B hydrostatic bailers are designed for use when the substance to be bailed cannot be removed by a pump-type bailer. This is sometimes the case when small metallic particles become lodged on top of the locking mandrel dogs of a subsurface flow control. The Otis B hydrostatic bailer is sealed at the surface and run into the tubing bore with the internal bailer chamber at atmospheric pressure. When the bailer reaches the object to be bailed, a few downward strokes of the wireline jars act to shear a small sealing disk and admit the well pressure and/or hydrostatic head (as well as the junk) into the bailer cylinder. A ball check valve acts to contain the junk in addition to the well pressure until the bailer is retrieved. For large pieces of junk, a flapper bottom and junk basket are available.
Note: The internal chamber pressure should always be bled off through the bailer release valve before the bailer bottom is broken off at surface.
HAL8530
HAL8531
8-61
HAL22811
HAL22810
HAL22812
HAL22808
HAL22809
8-62
Options: Slickline Grease Head Liquid Chamber Lubricator Control (Purge) Valve Hydraulic Stuffing Box (16-in. Sheave) Quick Union Upper Lubricator Section Quick Union Middle Lubricator Section
HAL22754 HAL22753
Liquid Chamber
Quick Union
Options: Wireline Valve Dual (Manual or Hydraulic) Wireline Valve Triple (Manual or Hydraulic)
Options: Lubricator Safety Valve Pin End Assembly Flanged Tree Connection
HAL22757
HAL22756
8-63
Sets: Cement retainers Sump packers HE3 and HX4 retrievable bridge plugs B-series wireline-retrievable packers Evo-Trieve products Perforates: Tubing Casing Shifts: Sliding Side-Door circulation/ production devices Internal control valves Releasing mechanisms/sleeves
Note: Both slickline and e-line DPU units include conversion kits to allow for the use of some existing Baker setting adapter kits.
The DPU unit and attached subsurface device are run into the well on slickline or braided line. The timer initiates the operation. Setting motion is gradual and controlled (about 0.7 in./min), allowing the sealing element to conform against the casing/tubing wall and the slips to fully engage. The controlled setting motion allows the sealing element to be fully compressed. Once the setting force is reached, the DPU unit shears loose from the subsurface device and is free for removal from the well. The DPU unit is designed to help set and allow for dependable operation of downhole flow control devices, reduce well completion costs, and improve safety at the wellsite.
8-64
HAL14000
Features Equipped with a timer/accelerometer/pressure actuation system to help ensure tool setting at proper time and depth Batteries for self-contained operation Slickline, e-line, or coiled tubing operation Sets and retrieves tools with optimal setting force Reduced cost for setting packers and bridge plugs using traditional electric line Non-explosive operation improves safety Eliminates need for electric wireline Dependable operation Positive setting of slips and elements Optimized operating speed
Bridge Plug
HAL11752
8-65
8-66
8-67
8-68