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Subsurface Flow Control Systems

Subsurface Flow Control Systems


Halliburton subsurface flow control systems are designed to simplify completion programs and help maintain production control for the life of the well. Before a well is completed, well maintenance requirements should be anticipated as accurately as possible, and proper flow control equipment should be installed for efficient well maintenance operations. Halliburton is dedicated to providing top quality equipment and maintains strict standards to help ensure excellence and dependability in our subsurface flow control systems. All subsurface flow control products manufactured in accordance with ISO 9000-series quality standards More than 50 years of success in design and material selection Strict tolerances to meet our latest design criteria Use of the API monogram Total traceability of each assembly by serial number and/or component job number Functional testing of every lock mandrel by installing it into a nipple profile API class of service for API equipment; operating manual and shipping report furnished with each lock mandrel indicating serial number, design specification, repairs, repair limitations, assembly, and disassembly procedures with precautions included Full documentation available for landing nipples and lock mandrels, including dimensional and visual inspection results and job history file Subsurface flow control equipment includes both tubular flow control equipment and production tool equipment. Tubular flow control equipment is made up as part of the production tubing string and includes landing nipples, circulation/production sleeves, blast joints, and flow couplings. Production tool equipment includes lock mandrels, plugs, equalizing devices, chokes, tubing stops, pack-offs, pressure and temperature gauge hangers, and other associated equipment. This equipment is normally installed with conventional slickline methods. Circulating equipment, gas lift mandrels, selective landing nipples, and safety valve nipples can be serviced by slickline methods as required.
Otis X or R Landing Nipple Otis XN or RN No-Go Landing Nipple
HAL10861

Flow Coupling Safety Valve Landing Nipple Wireline-Retrievable Safety Valve Flow Coupling Flow Coupling Otis X or R Landing Nipple

Hydraulic-Set Packer

Circulation/Production Sleeve Blast Joint

Permanent Packer

Typical Equipment Installation

Subsurface Flow Control Systems

8-1

API Certification 14L-0001

8-2

Subsurface Flow Control Systems

Landing Nipple/Lock Mandrel Selection Guide


Landing Nipple Features and Applications Profile Available in Noted Tools Sliding Side-Door Circulating Device

Part Number Prefix for Applicable Tools

Series of Nipples Can Be Used in Single Tubing String

Safety Valve Landing Nipple

Wellhead Plug Applications

SAFETYSET Compatible

Selective By Running Tool

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.

Subsurface Flow Control Systems

Equalizing Sub

Bottom No-Go

Lock Mandrel

Running Tool

Pulling Tool

Top No-Go

Nipple Profile

Equalizing Prong/Plug Assembly

API Monogrammed*

Heavy-Weight Tubing Applications

Tubing Seal Divider

Tubing-Retrievable Safety Valve

8-3

Landing Nipples and Lock Mandrels


This section describes Halliburtons landing nipples and lock mandrels as well as lock mandrels for wells without landing nipples.

Fishing Neck

Selective by Running Tool


The Halliburton landing nipples and lock mandrels that are selective by running tool consist of Otis X and R series landing nipples and lock mandrels. The Otis XN and RN no-go landing nipples and no-go lock mandrels are also available. Otis X and R Landing Nipples and Lock Mandrels Halliburtons Otis X and R landing nipples are run into the well on the completion tubing to provide a specific landing location for subsurface flow control equipment. The common internal profiles of these landing nipples make them universal. The Otis X landing nipple is used in standard weight tubing. The Otis R landing nipple is typically used with heavyweight tubing. The completion can have as many selective nipples with the same ID in any sequence as desired on the tubing string. This versatility results in an unlimited number of positions for setting and locking subsurface flow controls. The flow control, which is attached to the required Otis X or R lock mandrel, is run in the well via the selective running tool on slickline. The slickline operator using the selective running tool can set the flow control in any one of the landing nipples at the desired depth. If this location is unsatisfactory or if well conditions change, the flow control may be moved up or down the tubing string to another nipple location. These operations can be done by slickline under pressure without killing the well. Otis XN and RN No-Go Landing Nipples and Lock Mandrels This equipment is designed for use in single nipple installations or as the bottom nipple in a series of Otis X or R landing nipples. These landing nipples have the same packing bore ID for a particular tubing size and weight. Otis X and XN landing nipples are designed for use with standard weight tubing. Otis R and RN landing nipples are designed for use with heavyweight tubing. (The N designates no-go nipples.)

Expander Mandrel

Double-Acting Spring

Locking Key

HAL14001

Otis X Landing Nipple and Lock Mandrel

HAL8484

HAL14002

Packing

Otis R Landing Nipple and Lock Mandrel

8-4

Subsurface Flow Control Systems

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.

Otis X and XN Landing Nipples and Lock Mandrels


For Standard Tubing Weights Tubing X Profile Size in. 1.660 mm 42.16 2.4 2.4 1.900 48.26 2.76 2.9 2.063 2 3/8 52.40 60.33 4.7 6.4 2 7/8 73.03 6.5 9.3 3 1/2 4 4 1/2 5 5 1/2 88.90 10.2 101.60 114.30 127.00 139.70 11 12.75 13 17 15.18 16.37 18.97 19.35 25.30 2.922 3.476 3.958 4.494 4.892 74.22 88.29 100.53 114.14 124.26 2.797 3.351 3.833 4.369 4.767 71.04 85.10 97.36 110.97 121.08 2.750 3.313 3.813 4.313 4.562 69.85 84.15 96.85 109.55 115.87 2.750 3.313 3.813 4.313 4.562 69.85 84.15 96.85 109.55 115.87 2.635 3.135 3.725 3.987 4.455 66.93 79.63 94.62 101.27 113.16 2.12 2.62 2.62 3.12 53.85 66.55 66.55 79.25 9.67 13.84 2.992 76.00 2.867 72.82 2.813 71.45 2.813 71.45 2.666 67.72 1.75 44.45 6.99 9.52 2.441 62.00 2.347 59.61 2.313 58.75 2.313 58.75 2.205 56.01 1.38 35.05 3.25 4.6 3.57 3.57 4.11 1.610 4.32 4.84 6.85 1.995 50.67 1.901 48.29 1.875 47.63 1.875 47.63 1.791 45.49 1.00 25.40 1.751 44.48 1.657 42.09 1.625 41.28 1.625 41.28 1.536 39.01 0.75 19.05 40.89 1.660 42.16 1.516 38.51 1.500 38.10 1.500 38.10 1.448 36.78 0.75 19.05 Weight lb/ft 2.3 kg/m 3.42 1.380 35.05 1.286 32.66 1.250 31.75 1.250 31.75 1.135 28.83 0.62 15.75 in. ID mm in. Drift mm Packing Bore in. mm XN Profile Packing Bore in. mm No-Go ID in. mm in. mm Lock Mandrel ID

Subsurface Flow Control Systems

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

Packing No-Go Equalizing Sub


HAL8486

HAL8487

No-Go Equalizing Sub


HAL8489

Otis XN Landing Nipple and Lock Mandrel

Otis RN No-Go Landing Nipple and Lock Mandrel

8-6

Subsurface Flow Control Systems

Otis R and RN Landing Nipples and Lock Mandrels


For Heavy Tubing Weights Tubing R Profile Bore Size in. 1.900 mm 48.26 Weight lb/ft 3.64 5.3 2 3/8 60.33 5.95 6.2 7.7 7.9 8.7 8.9 2 7/8 73.03 9.5 10.4 11 11.65 12.95 3 1/2 88.90 15.8 16.7 17.05 4 101.60 11.6 13.4 12.8 13.5 4 1/2 114.30 15.5 16.9 19.2 5 127.00 15 18 17 5 1/2 139.70 20 23 6 152.40 15 18 24 28 17 20 23 7 177.80 26 29 32 35 kg/m 5.42 7.89 8.85 9.23 11.46 11.76 12.95 13.24 14.14 15.48 16.37 17.34 19.27 23.51 24.85 25.37 17.26 19.94 18.97 20.09 23.07 25.50 28.57 22.32 26.79 25.30 29.76 34.23 22.32 26.79 35.72 41.67 25.30 29.76 34.23 38.69 43.16 47.62 52.09 in. 1.500 1.939 1.867 1.853 1.703 2.323 2.259 2.243 2.195 2.151 2.065 1.995 2.750 2.548 2.480 2.440 3.428 3.340 3.958 3.920 3.826 3.754 3.640 4.408 4.276 4.892 4.778 4.670 5.524 5.424 5.921 5.791 6.538 6.456 6.366 6.276 6.184 6.094 6.004 ID mm 38.10 49.25 47.42 47.07 43.26 59.00 57.38 56.97 55.75 54.64 52.45 50.67 69.85 64.72 62.99 61.98 87.08 84.84 100.53 99.57 97.18 95.35 92.46 111.96 108.61 124.26 121.36 118.62 140.31 137.77 150.39 147.09 166.07 163.98 161.70 159.41 157.07 154.79 152.50 in. 1.406 1.845 1.773 1.759 1.609 2.229 2.165 2.149 2.101 2.057 1.971 1.901 2.625 2.423 2.355 2.315 3.303 3.215 3.833 3.795 3.701 3.629 3.515 4.283 4.151 4.767 4.653 4.545 5.399 5.299 5.795 5.666 6.431 6.331 6.241 6.151 6.059 5.969 5.879 Drift mm 35.71 46.86 45.03 44.68 40.87 56.62 54.99 54.58 53.37 52.25 50.06 48.29 66.68 61.54 59.82 58.80 83.90 81.66 97.36 96.39 94.01 92.18 89.28 108.79 105.44 121.08 118.19 115.44 137.13 134.59 147.22 143.92 163.35 160.81 158.52 156.24 153.90 151.61 149.33 5.875 149.23 5.875 149.23 5.750 146.05 5.963 151.46 5.963 151.46 5.770 146.55 Packing Bore in. 1.375 1.781 1.710 1.500 2.188 2.125 mm 34.93 45.24 43.43 38.10 55.58 53.98 in. 1.375 1.781 1.710 1.500 2.188 2.125 mm 34.93 45.24 43.43 38.10 55.58 53.98 No-Go ID in. 1.250 1.640 1.560 1.345 2.010 1.937 mm 31.75 41.66 39.62 34.16 51.05 49.20 in. 0.62 0.88 0.75 0.62 1.12 0.88 mm 15.75 22.35 19.05 15.75 28.45 22.35 RN Profile Lock Mandrel ID

2.000

50.80

2.000

50.80

1.881

47.78

0.88

22.35

1.875 2.562 2.313 2.188 3.250 3.125 3.813 3.688

47.03 65.07 58.75 55.58 82.55 79.38 96.85 93.68

1.875 2.562 2.313 2.188 3.250 3.125 3.813 3.688

47.03 65.07 58.75 55.58 82.55 79.38 96.85 93.68

1.716 2.329 2.131 2.010 3.088 2.907 3.725 3.456

43.59 59.16 54.13 51.05 78.44 73.84 94.62 87.78

0.88 1.38 1.12 1.12 1.94 1.94 2.12 2.38

22.35 35.05 28.45 28.45 49.28 49.28 53.85 60.45

3.437 4.125 4.000 4.562 4.313 5.250

87.30 104.78 101.60 115.87 109.55 133.35

3.437 4.125 4.000 4.562 4.313 5.250

87.30 104.78 101.60 115.87 109.55 133.35

3.260 3.912 3.748 4.445 3.987 5.018

82.80 99.39 95.20 113.16 101.27 127.51

1.94 2.75 2.38 2.85 2.62 3.50

49.28 69.85 60.45 72.39 66.55 88.90

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

Subsurface Flow Control Systems

8-7

FBN Full Bore Landing Nipple and Lock Mandrel System


Halliburtons FBN full bore landing nipple and lock mandrel system allows an indefinite number of identical landing nipples to be installed in a tubing string. The FBN lock mandrel can be selectively set in any one of its associated landing nipples and when locked in place will withstand a differential pressure of up to 10,000 psi (690 bar) from either direction. The lock mandrels expanding seal element and the landing nipples full-opening bore allow the lock to be run through any number of profiles before reaching the intended depth without the tendency to hang up in the higher profiles. This feature is particularly significant for large tubing and highly deviated well applications in which conventional selective locks will preset in higher profiles because of the interference fit packing. Applications Monobore well completions Wells/fields/conditions in which problems exist for interference-type seals
HAL8238

Fishing Neck

Full Bore Nipple Expandable Element Double-Acting Spring No-Go Locking Keys

Equalizing Sub Plug Cap

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

FBN Full Bore Landing Nipple and Lock Mandrel System

8-8

Subsurface Flow Control Systems

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

FBN Full Bore Landing Nipple and Lock Mandrel System


Tubing/ Casing Size in.
3 1/2

Casing Weight lb/ft


9.30

Nominal ID in. mm
76.00 74.22

Drift in.
2.867 2.797

Standard Nipple ID in.


2.813 2.750 3.813 3.750 3.688 4.562 4.437 5.963 5.963

Minimum FBN Nipple ID in.


2.880 2.810 3.840 3.810

FBN Nipple Hone Bore in.


2.900 2.830 3.920 3.830 3.710 4.685 4.582

Lock Mandrel OD in.


2.78 2.73 3.79 3.73 3.60 4.54 4.42

Pressure Pressure Max. from from Temp Above Below psi


6,730 10,000 6,400 10,000 10,000 9,290 6,400 9,780 8,529

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

13.84 2.992 15.18 2.922

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

16.90 25.15 3.740 5 1/2 139.70

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

115.87 4.665 118.49 112.70 4.562 115.87

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

Subsurface Flow Control Systems

8-9

No-Go Locks and Nipples


Otis RPT No-Go Landing Nipple and Lock Mandrel Systems Halliburtons Otis RPT no-go landing nipple system provides a means of running a series of positive location landing nipples in a tubing string with minimum restriction. Otis RPT no-go landing nipples are designed to accept Otis RPT and RPTS lock mandrels with a rated working pressure of 10,000 psi (690 bar) differential and greater from above and below. The Otis RPT and RPTS no-go lock mandrels locate on top of the nipples polished bore; therefore, there are no secondary restrictions normally associated with bottom nogo profiles. This feature makes Otis RPT systems well suited for high-pressure, high-volume large bore completions. Otis RPT and RPTS lock mandrels in any given size range are designed to use the same running tool and pulling tool. Some of the original RPT series lock mandrels were designed with large no-go profiles that were not compatible with the 1/16-in. sealbore ID reductions between nipples that are currently available. For these sizes, the RPTS series of locks was developed. All RPTS lock mandrels incorporate no-go profiles that allow a 1/16-in. sealbore stagger in the completion design. The reduction in no-go OD on the RPTS lock mandrel does not have any affect on their pressure rating. Applications High-pressure, high-temperature large bore completions Running a series of no-go nipples in a tubing string when positive location and minimal ID reduction are required Features Large bore All RPTS locks and most RPT locks will allow a 1/16-in. stagger in nipple bore sizes Lock mandrel locates on top of the nipples polished bore Landing nipples can accept Otis RPT and RPTS lock mandrels with a rated working pressure of 10,000 psi (690 bar) differential from above and below A series of profile IDs are established for common tubing strings by size and weight Benefits No secondary restrictions normally associated with bottom no-go profiles Lock mandrels in a particular size range use the same running tool and pulling tool

Fishing Neck Otis RPT Landing Nipple


High-Pressure Locking Keys No-Go

High-Pressure Packing Stack

Equalizing Valve
HAL12181

Plug Cap

Otis RPT No-Go Landing Nipple With RPT Plug

8-10

Subsurface Flow Control Systems

Otis RPT Profile and Lock Dimensions


Nipple Profile Tubing Size Sealbore (Minimum ID) in. mm in. 1.500 1.625 2 3/8 60.33 1.781 1.875 2.000 2.125 2.000 2.125 2 7/8 73.03 2.188 2.313 2.482 2.562 2.650 3 1/2 88.90 2.750 2.810 2.875 3.000 4 - 4 1/2 101.6-114.3 3.125 3.125 3.313 3.437 3.562 4 1/2 - 5 114.3-127 3.688 3.750 3.813 4.000 4.188 4.250 4.313 4.437 5 1/2 139.70 4.500 4.562 4.688 4.688 4.750 4.813 5.250 5.500 5.625 5.750 7 177.80 5.813 5.875 5.963 6.125 6.250 mm 38.10 41.28 45.24 47.63 50.80 53.98 50.80 53.98 55.58 58.75 63.04 65.07 67.31 69.85 71.45 73.03 76.20 79.38 79.38 84.15 87.30 90.47 93.68 95.25 96.85 101.60 106.38 107.95 109.55 112.70 114.30 115.87 119.08 119.08 120.65 122.25 133.35 139.70 142.88 146.05 147.65 149.23 151.46 155.58 158.75 3.68 93.47 3.12 79.25 2.75 69.85 1.94 49.28 1.75 1.94 44.45 49.28 1.50 38.10 1.12 28.45 0.75 19.05 in. ID mm in. 1.560 1.685 1.841 1.935 2.060 2.185 2.060 2.185 2.248 2.373 2.542 2.622 2.710 2.810 2.860 2.935 3.060 3.210 3.210 3.395 3.520 3.650 3.770* 3.807 3.895 4.090 4.270* 4.332* 4.395 4.520* 4.550 4.650 4.760* 4.760* 4.825 4.890 5.334 5.585 5.710 5.840* 5.890* 5.940 6.025 6.180 6.330 OD mm 39.62 42.80 46.76 49.15 52.32 55.5 52.32 55.5 57.10 60.27 64.57 66.6 68.83 71.37 72.64 74.55 77.72 81.53 81.53 86.23 89.41 92.71 95.76 96.70 98.93 103.89 108.46 110.03 111.63 114.81 115.57 118.11 120.90 120.90 122.56 124.21 135.48 141.86 145.03 148.34 149.61 150.88 153.04 156.97 160.78 Lock Mandrel

*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

Subsurface Flow Control Systems

8-11

No-Go Locks for Safety Valves


The no-go nipple system allows positive placement of wireline safety valves, retrievable in predetermined nipples used in the completion. This section outlines the Otis RQ, Otis RPV, and Otis SAFETYSET no-go lock mandrel/ nipple system. Otis RQ No-Go Lock Mandrels Halliburtons Otis RQ lock mandrels are top no-go lock mandrels designed to land and lock subsurface safety valves in Otis RQ landing nipples. Applications Used only with Otis RQ landing nipples Designed for subsurface safety valve (SSSV) applications Features Matching nonhelical teeth inside the keys and on OD of expander sleeve provide primary holddown. Shear pin or interference fit secondary holddown assures the lock will remain in place under extreme flowing conditions. Benefits Positive no-go location prevents wireline misruns Installed and retrieved by standard slickline methods Redundant holddown features Teeth engage and become primary holddown when lock has pressure differential from below Options Anti-vibration feature available RPV No-Go Lock Mandrel Halliburtons Otis RPV lock mandrels are top no-go lock mandrels designed to land and lock subsurface safety valves in Otis RPT safety valve landing nipples and tubing-retrievable safety valves. Applications Used only with Otis RPT landing nipples Designed for SSSV applications Features Matching nonhelical teeth inside the keys and on OD of expander sleeve provide primary holddown. Shear pin or interference fit secondary holddown assures the lock will remain in place under extreme flowing conditions. Benefits Positive no-go location prevents wireline misruns Installed and retrieved by standard slickline methods Redundant holddown features Teeth engage and become primary holddown when lock has pressure differential from below
HAL14031

Fishing Neck

Double-Acting Spring Locking Keys

No-Go Shoulder Packing

HAL8490

Otis RQ No-Go Lock Mandrel

Options Anti-vibration feature available

Otis RPV No-Go Lock Mandrel

8-12

Subsurface Flow Control Systems

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

Otis SAFETYSET No-Go Lock Mandrel


Ordering Information Specify: type nipple profile or part number of nipple, if known; packing bore of nipple; special material requirements, if applicable; service environment (standard, %H2S, %CO2, amines); necessity of API monogramming or other certification requirements; pressure rating. Part Number Prefixes: 710SSAPI monogrammed lock mandrel to fit RQ profile, 710SSAto fit RPT profile

Subsurface Flow Control Systems

8-13

Wellhead Plugs and Backpressure Valves


SRP Wellhead Plugs
Halliburtons SRP plug system is designed primarily for use in horizontal subsea trees. Its compact size allows the tree to be shorter, allowing smaller, less costly wellhead equipment. The top no-go design provides a positive locating means to simplify running procedures and eliminate misruns. Because the SRP plug is a dedicated wellhead plug, it can be used for any tree or tubing hanger plugging application.

SRP Wellhead Backpressure Valves


The SRP wellhead backpressure valve provides pump-in well kill capability while providing complete well control. It features the same compact design and multiple seal backup available in the SRP wellhead plug. A test prong is also available to allow testing of the hanger and tree from above. The SRP backpressure valve incorporates two equalizing methods and cannot be released prior to full equalization of pressure. Both the SRP wellhead backpressure valve and the SRP wellhead plug utilize the same service tools for running and retrieving.
HAL8308

SRP Wellhead Plug

SSP Wellhead Plugs


Halliburton SSP wellhead plugs feature a primary metal-tometal seal and a composite packing stack. These plugs are typically rated for 10,000 psi (15,000 psi test) pressures from above and below. Halliburton wellhead plug features demonstrate the benefits of Halliburton design expertise and field experience.
HAL14300

SRP Wellhead Backpressure Valve (with Test Prong)

8-14

Subsurface Flow Control Systems

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

SSP Wellhead Plug

Subsurface Flow Control Systems

HAL8310

Subsea Horizontal Tree

8-15

Through-Tubing Plugging Equipment


Plugs Set in Nipples
Otis One-Trip Plug Choke Assemblies Applications Normal plugging operations Setting and testing packers Removing the wellhead Testing tubing Separating zones during production tests or data gathering Assemblies for X, XN, R, RX, RPT, and FBN locks and nipples Features Balanced equalizing system Fluid bypass during running or retrieving operations
Equalizing Sub Lock Mandrel

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

Otis XX Plug Choke Assembly


Ordering Information Specify: lock type and size or part number, if known; plug type (one-trip, two-trip, pump through); service environment (standard, %H2S, %CO2, amines); temperature and pressure rating requirements; special material requirements, if applicable. Part Number Prefix: 20XO, RO, RPT, FBNequalizing valve for one-time plug. 20X, R-valve cap for one-trip plug.

8-16

Subsurface Flow Control Systems

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

Equalizing Valve Assembly

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

Otis PRR Plug Choke Assembly


Ordering Information Specify: lock type and size or part number, if known; plug type (one-trip, two-trip, pump through); service environment (standard, %H2S, %CO2, amines); temperature and pressure rating requirements; special material requirements, if applicable. Part Number Prefix: 24PXX, PRR, RPT, FBN

Subsurface Flow Control Systems

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

Ball and Seat Spring Valve Housing

Otis XR Pump-Through Plug Assembly


Ordering Information Specify: lock type and size or part number, if known; plug type (one-trip, twotrip, pump through); service environment (standard, %H2S, %CO2, amines); temperature and pressure rating requirements; special material requirements, if applicable. Part Number Prefix: 21XRpump-through plug

8-18

Subsurface Flow Control Systems

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

Pump-Open Valve Plug Body

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

Subsurface Flow Control Systems

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

Otis XH Equalizing Sub

Valve Housing Seal

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

Subsurface Flow Control Systems

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

O-ring Choke Bean


Otis X Bottomhole Choke Bean
Ordering Information Specify: lock type and size or part number, if known; service environment (standard, %H2S, %CO2, amines); temperature and pressure rating requirements; bean size for X bottomhole choke. Note: Beanholder supplied with blank bean for custom sizing. Alternate beans available under prefix 21X. Part Number Prefix: 21XObeanholder with choke

Applications To help reduce the possibility of freezing surface controls Features Can be connected to all Otis lock mandrels Are available in various sizes

Subsurface Flow Control Systems

8-21

Plugs For Wells Without Landing Nipples


Monolock Plug The Halliburton Monolock plug is designed to be set anywhere in a given size of tubing, casing, or liner. The Monolock plug differs from a conventional lock mandrel because it does not require either a profile or sealbore in the tubing string and is retained in its set position by slips rather than keys. The Monolock plug may be used in association with the Halliburton full bore nipple system or any other selective or nipple and lock system. The plug is set and retrieved with Halliburtons DPU running and retrieving tools, which can be run on slickline, braided line, or coiled tubing. When used for plugging applications, the plug is designed to withstand differential pressure of up to 10,000 psi (690 bar) from either direction. Applications As a retrievable bridge plug placed anywhere in the tubing string Can be adapted to install BHP gauges and other flow control devices Plug tubing below hanger for well repairs Features Pressure ratings up to 10,000 psi (690 bar) Requires no landing receptacle Seals against pipe ID Slip-type anchor system Element is retracted during retrieval Belleville spring energy storage system provides positive sealing during pressure reversals Can be installed and retrieved through restrictions Run and retrieved on same DPU unit Run on slickline, braided line, or coiled tubing Element located above slips, preventing any debris accumulation around slip area Equalizing feature provided in standard assembly Barrel-slip design provides maximum slip engagement while minimizing tubing deformation Benefits Can be set anywhere in tubing, casing, or liner Quick running and retrieval Use of slickline rather than conductor line lowers installation and retrieval costs Redressable in field, reducing downtime Because element returns to original shape, assembly can be recovered back through restrictions Slip configuration helps ensure centralized lock setting even in high-angle or horizontal wells Provides same reliability as production packers Slip design minimizes tubing deformation
HAL10466

Monolock Plug

8-22

Subsurface Flow Control Systems

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

4.000 101.60 3.97 100.84 1.38

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

Subsurface Flow Control Systems

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

HE3 Retrievable Bridge Plug

HAL31618

HX4 Retrievable Bridge Plug

8-24

Subsurface Flow Control Systems

HAL31617

HE3/HX4 Retrievable Bridge Plugs


Casing/Tubing Size in. 2 7/8 mm 73.03 Weight lb/ft 6.4 8.7 9.2 3 1/2 88.90 10.2 12.7 4 101.60 9.5 11.6 11.6 4 1/2 114.30 12.6 14.5 15.1 15.0 5 127.00 18.0 17.0 20.0 5 1/2 139.70 23.0 26.0 28.0 6 5/8 168.30 32.0 33.0 23.0 26.0 29.0 7 177.80 32.0 35.0 38.0 41.0 7 5/8 193.68 26.4 29.7 40.0 9 5/8 244.48 43.5 47.0 53.5 10 3/4 11 3/4 13 3/8 273.05 298.45 339.73 60.7 65.7 54.0 68.0 72.0 kg/m 9.52 12.94 13.69 15.70 18.89 14.13 17.26 17.26 18.75 21.58 22.46 21.31 26.78 25.29 29.75 34.21 38.68 41.65 47.60 49.09 34.21 38.68 43.15 47.60 52.06 56.55 60.99 39.27 44.18 59.50 64.71 69.91 79.58 90.29 97.73 80.33 101.15 107.10 Maximum OD in. 2.120 2.280 2.710 2.710 2.600 3.250 3.250 3.600 3.600 3.750 3.600 3.600 4.220 4.090 3.970 4.470 4.410 4.410 4.280 4.280 5.560 5.470 5.470 5.970 5.890 5.750 5.750 5.600 5.600 5.600 6.625 6.625 8.555 8.475 8.475 8.260 9.375 9.375 10.600 11.015 11.015 mm 53.85 57.91 68.83 68.83 66.04 82.55 82.55 91.44 91.44 95.30 91.44 91.44 107.19 103.89 100.84 113.54 112.01 112.01 108.71 108.71 141.22 138.94 138.94 151.64 149.61 146.05 146.05 142.24 142.24 142.24 168.28 168.28 217.30 215.27 215.27 209.80 238.13 238.13 269.24 275.78 275.78 To Pass Restriction in. 2.187 2.310 2.750 2.750 2.625 3.220 3.220 3.625 3.625 3.812 3.625 3.625 4.250 4.125 4.000 4.500 4.437 4.437 4.313 4.313 5.625 5.500 5.500 6.000 5.937 5.720 5.720 5.625 5.625 5.625 6.687 6.687 8.625 8.500 8.500 8.312 9.437 9.437 10.660 12.187 12.187 mm 55.55 58.67 69.85 69.85 66.68 81.79 81.79 92.08 92.08 96.85 92.08 92.08 107.95 104.78 101.60 114.30 112.70 112.70 109.55 109.55 142.88 139.70 139.70 152.40 150.80 145.29 145.29 142.88 142.88 142.88 169.85 169.85 219.08 215.90 215.90 211.12 239.70 239.70 270.76 307.55 307.55 psi 10,000 5,000 7,500 7,500 7,500 5,000 5,000 6,000 6,000 10,000 6,000 6,000 5,000 6,000 3,000 5,000 4,000 4,000 5,000 5,000 6,500 5,000 5,000 3,500 5,000 6,500 6,500 6,000 6,000 6,000 5,000 5,000 3,000 3,000 3,000 5,000 5,000 5,000 5,500 3,500 3,500 Pressure Rating Above bar 689.00 344.50 516.75 516.75 516.75 344.50 344.50 413.40 413.40 689.00 413.40 413.40 344.50 413.40 206.70 344.50 275.76 275.76 344.50 344.50 447.85 344.50 344.50 241.15 344.50 447.85 447.85 413.40 413.40 413.40 344.50 344.50 206.70 206.70 206.70 344.50 344.50 344.50 379.17 241.15 241.15 psi 10,000 5,000 7,500 7,500 7,500 5,000 5,000 6,000 6,000 10,000 6,000 6,000 5,000 6,000 3,000 5,000 4,000 4,000 5,000 5,000 6,500 5,000 5,000 3,500 5,000 6,000 6,000 6,000 6,000 6,000 5,000 5,000 3,000 3,000 3,000 5,000 5,000 5,000 3,500 3,500 3,500 Below bar 689.00 344.50 516.75 516.75 516.75 344.50 344.50 413.40 413.40 689.00 413.40 413.40 344.50 413.40 206.70 344.50 275.76 275.76 344.50 344.50 447.85 344.50 344.50 241.15 344.50 413.40 413.40 413.40 413.40 413.40 344.50 344.50 206.70 206.70 206.70 344.50 344.50 344.50 241.15 241.15 241.15

Part Number Prefixes: P.801HE3, P.801HX4

Subsurface Flow Control Systems

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

Subsurface Flow Control Systems

HAL24627

Evo-Trieve Bridge Plug

Evo-Trieve Bridge Plug


Casing/Tubing Size in. mm Weight lb/ft 11.6 4 1/2 114.30 12.6 13.5 17 5 1/2 139.70 20 23 29 7 177.80 32 47.62 kg/m 17.26 18.79 20.09 25.30 29.76 34.23 43.16 5.720 145.29 2.310 58.67 5.750 146.05 7,500 516.75 7,500 516.75 325 163 4.470 113.54 1.750 44.45 4.500 114.30 7,500 516.75 7,500 516.75 325 163 3.660 92.96 1.250 31.75 3.688 93.70 7,500 516.75 7,500 516.75 325 163 in. mm in. mm in. mm psi Maximum OD Minimum OD To Pass Restriction Pressure Rating ISO 14310 V0 Tested Above bar psi Below bar F C Temperature Rating

Part Number Prefix: P.801EV0

Subsurface Flow Control Systems

8-27

DPU Downhole Power Unit


Halliburtons DPU downhole power unit is an electro-mechanical downhole electric power supply device that produces a linear force for setting packers using downhole electric power. The tool is self-contained with a battery unit and an electrical timer to start the setting operation. The unit consists of three functioning sections: the pressure sensing actuator, the power source, and the linear drive section. The slickline version of the DPU unit uses batteries to provide the energy to the motor and timing circuits. An electric line version without the timer, circuits, and batteries is also available. Applications Sets and Retrieves: Packers Bridge plugs Whipstocks Monolock devices Subsea tree plugs Sets: Cement retainers Sump packers HE3 and HX4 retrievable bridge plugs B-series wireline-retrievable packers Evo-Trieve products Perforates: Retrievable intervention straddles 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. 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.

DPU Downhole Power Unit

8-28

Subsurface Flow Control Systems

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

Advanced Measuring System Inspection Coil

Slickline Service Unit

Downhole Power Unit

Bridge Plug

Subsurface Flow Control Systems

HAL11752

8-29

Bottomhole Pressure and Temperature Equipment


Halliburtons softset gauge hangers and LO shock absorbers are designed to attach to bottomhole pressure and temperature tools and allow them to be positioned downhole.

Softset Gauge Hanger


Softset gauge hangers are designed to set instruments virtually anywhere Otis landing nipples have been installed. Data surveys can be collected downhole using conventional slickline methods. This practice provides significant savings (1) when several wells in a field are to be surveyed and (2) in fields where a highly corrosive environment requires the slickline to be removed from the well during prolonged monitoring. Applications Wells with a highly corrosive environment Field with several wells to be surveyed Wells that require extended surveys Features Soft mechanical release Benefits Does not require jarring to set Allows data surveys using conventional slickline methods Allows for accurate charts rather than recording jarring effects Can be set in one of many landing nipples to run surveys at known locations downhole

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.

Softset Gauge Hanger

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

Subsurface Flow Control Systems

HAL10442

HAL8496

LO Shock Absorber

Tubing-Installed Flow Control Equipment


DuraSleeve Sliding Side-Door Circulation and Production Sleeve
The Halliburton DuraSleeve Sliding Side-Door circulation and production sleeve is a full-opening device with an inner sleeve that can be opened or closed using standard slickline methods. This sleeve enables communication between the tubing and tubing/casing annulus. An Otis X, R, RPT, or FBN nipple profile is featured above the inner sliding sleeve and a polished pack-off area below as an integral part of the assembly. This design provides for an additional landing nipple in the tubing string for a wide variety of Halliburton flow control equipment and the option to pack off across the Sliding Side-Door sleeve to install other flow controls or to isolate it. A three-position collet lock helps keep the sleeve in full-open, equalizing, or full-closed position. Equalizing ports in the inner sleeve are designed to allow pressure differential between the tubing and casing annulus to equalize while shifting into the full-open or closed position. Any number of circulation sleeves can be run in a single tubing string, and all can be opened or closed on a single slickline trip. Individual sleeves can also be opened or closed selectively as needed. Compression, tensile, and burst strengths of Halliburton circulation equipment are equal to or greater than N-80 tubing. Models are also available in strengths equal to or greater than P-110 tubing. The DuraSleeve Sliding Side-Door circulation and production sleeve is used for a variety of installations. It is available in two shifting versions: down-to-close and up-to-open, or up-to-close and down-to-open. Models are also available for standard and heavyweight tubing and hightemperature service. All models have a circulation/production area equivalent to the tubing area. The DURATEF ECM seal is a nonelastomer engineered composite material (ECM) available only from Halliburton. DURATEF ECM is so advanced that temperature and pressure ranges for testing have been expanded dramatically, resulting in a new specification for sleeves. During testing, DuraSleeve devices were repeatedly opened against 5,000 psi (345 bar) differential pressure with no seal damage. Applications Single selective completions Circulating kill fluids Secondary recovery Washing above packer Features Otis X, R, RPT, or FBN nipple profiles are available on request DURATEF nonelastomer seals Polished pack-off area Circulation/production area equals the tubing area Opens up or down Packing does not move when the sleeve is shifted Three-position collet sleeve location Equalizing ports in the inner sleeve allow equalizing at high differential pressure Benefits Two versions for different shifting needs and compatibility with other completion equipment Reliable shifting for the life of the well Can equalize against 5,000 psi (345 bar) differentials Sleeve can be shifted even when outside of sleeve is packed with sand Several instances of equipment can be run in a single tubing string All the instances of equipment can be shifted on a single trip of the slickline Individual sleeves can also be opened or closed selectively as desired Inner sleeve can be shifted repeatedly

Landing Nipple Profile

Closing Sleeve

Equalizing Ports Flow Ports Buffer Seal ECM Seal Stack High-Strength Body Joints

Lower Polished Bore


HAL8499

DuraSleeve Sliding Side-Door Circulation/Production Sleeve

Subsurface Flow Control Systems

8-31

DuraSleeve Sliding Side-Door Circulation and Production Equipment


Tubing Size in. mm lb/ft 4.6 4.7 5.3 2 3/8 60.33 5.95 6.2 7.7 6.4 6.5 7.9 8.7 2 7/8 73.03 8.9 9.5 10.4 11 11.65 9.3 10.3 12.95 3 1/2 88.90 15.8 16.7 17.05 10.9 11 4 101.60 11.6 13.4 12.75 13.5 4 1/2 114.30 15.5 16.9 19.2 17.26 19.94 18.97 20.09 23.07 25.15 28.57 3.428 3.340 3.958 3.920 3.826 3.754 3.640 87.07 84.84 100.53 99.57 97.18 95.35 92.46 3.303 3.215 3.833 3.795 3.701 3.629 3.515 83.90 81.66 97.36 96.39 3.688 94.01 92.18 3.437 89.28 87.30 93.68 3.813 96.85 3.250 3.125 82.55 79.38 23.51 24.85 25.37 16.22 16.37 2.548 2.480 2.440 3.476 3.476 64.72 62.99 61.98 88.29 88.29 2.423 2.356 2.315 3.351 3.351 61.54 2.313 59.82 58.80 85.12 3.313 85.12 84.15 2.188 55.58 58.75 8.85 9.23 11.46 9.52 9.67 11.76 12.95 13.24 14.14 15.48 16.37 17.34 13.84 15.33 19.27 1.867 1.853 1.703 2.441 2.441 2.323 2.259 2.243 2.195 2.151 2.065 1.995 2.992 2.992 2.750 47.42 47.07 43.26 62.00 62.00 59.00 57.38 56.97 55.75 54.64 52.45 50.67 76.00 76.00 69.85 1.773 1.759 1.609 2.347 2.347 2.229 2.165 2.149 2.101 2.057 1.971 1.901 2.867 2.797 2.625 45.09 1.710 44.68 40.87 59.61 2.313 59.61 56.62 54.99 2.125 54.58 53.37 2.000 52.25 50.06 1.875 48.29 72.82 71.04 66.68 2.813 2.750 71.45 69.85 2.562 65.07 47.63 50.80 53.98 2.188 55.58 58.75 1.500 38.10 43.43 Tubing Weight kg/m 6.85 6.99 7.89 in. 1.995 1.995 1.935 Tubing ID mm 50.67 50.67 49.25 in. 1.901 1.901 1.845 Tubing Drift mm 48.29 1.875 48.29 46.86 1.781 45.24 47.63 Standard Weight* ID in. mm Heavyweight* ID in. mm

*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

Subsurface Flow Control Systems

Slimline DuraSleeve Sliding Side-Door Circulation and Production Device


Slimline DuraSleeve Sliding Side-Door circulation and production devices are available in 2 3/8 through 4-in. sizes. These Sliding Side-Door circulation devices retain all the features of the regular Halliburton circulation devices but have reduced pressure and tensile ratings.

Slimline Circulation and Production Equipment


Tubing Size in. 2 3/8 mm 60.33 4.7 6.4 2 7/8 73.03 6.5 9.3 3 1/2 4 88.9 10.3 101.6 11 15.33 16.37 2.992 3.476 76.00 88.29 2.797 3.351 71.04 85.10 2.750 3.313 69.85 84.15 3.925 4.635 99.69 117.73 9.67 13.84 2.441 2.992 62.00 76.00 2.347 2.867 59.61 72.82 2.813 71.45 4.195 106.55 6.99 9.52 1.995 2.441 50.67 62.00 1.901 2.347 48.29 59.61 2.313 58.75 3.220 81.78 lb/ft 4.6 Tubing Weight kg/m 6.85 in. 1.995 Tubing ID mm 50.67 in. 1.901 Tubing Drift mm 48.29 1.875 47.63 2.710 68.83 Standard Weight ID in. mm in. OD* mm

*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

Subsurface Flow Control Systems

8-33

Zonemaster Injection System


The Zonemaster injection system provides the ability to control injection for any interval in a well. When run with isolation packers, the Zonemaster mandrels provide a positive and reliable method to shut off well segments. The Zonemaster system consists of two separate components. The ported landing nipple is generally run as part of the tubing string or liner and is used as the injection point into the production tubing. Zonemaster isolation sleeves can be installed or retrieved depending on whether the adjacent interval should be injected into or shut off. Applications Selective injection Formation isolation Individual interval stimulation Features No-go positive positioning system Large isolation sleeve ID Collet holddown system simplifies setting Nipple accepts RPT lock mandrels Installation capability with: Wireline Coiled tubing Sucker rod Pump down system Available with sour service or premium service version Operations Zonemaster sleeves with blank beans can be installed via slickline or pre-installed in the nipple before running in the well. This allows for pressure setting of hydraulic-set packers or for pressure testing the tubing string during well completion. The isolation sleeves can then be removed and replaced with sleeves with choke beans installed to control injection in each zone. If injection requirements change during the life of the well, the Zonemaster sleeves can be retrieved and bean sizes changed as needed. Each time the sleeves are retrieved, the seals can be redressed. The isolation sleeves utilize a top no-go positive positioning system to provide for certainty during installation. They are generally installed using wireline in vertical wells and can be installed using either coiled tubing or sucker rods in horizontal wells.

HAL33060

Zonemaster Injection System

8-34

Subsurface Flow Control Systems

Zonemaster Injection System


Bottom No-Go Tubing OD in. 1.900 2 1/16 2 3/8 mm 48.26 52.39 60.33 1.875 2.250 2 7/8 73.03 2.312 2.750 3 1/2 88.9 2.812 3.125 4 101.6 3.312 3.688 4 1/2 114.30 3.750 3.812 4.000 5 127.00 4.125 4.312 4.560 5 1/2 139.70 4.750 5.250 6 5/8 168.20 5.500 5.750 7 7 5/8 177.80 5.900 193.60 6.125 149.86 155.60 5.800 6.000 147.32 152.40 139.70 146.10 5.400 5.625 137.20 142.90 120.60 133.40 4.660 5.150 118.40 130.80 84.10 93.70 95.30 96.90 101.60 104.80 109.50 115.80 3.260 3.625 3.700 3.759 3.910 4.035 4.223 4.472 82.80 92.10 94.00 95.50 99.30 102.50 107.30 113.60 71.40 79.40 2.759 3.072 70.08 78.00 58.70 69.85 2.259 2.697 57.40 68.50 47.63 57.15 1.822 2.197 46.28 55.80 in. 1.500 1.625 1.812 Sealbore Minimum Zonemaster Mandrel ID (Bottom No-Go) mm 38.10 41.28 46.02 in. 1.447 1.572 1.750 mm 36.75 38.35 44.68

Subsurface Flow Control Systems

8-35

Tubing-Installed Plugging Equipment


DP1 Anvil Plugging System The DP1 Anvil plugging system is a temporary tubing plugging device that allows the operator to perform multiple pressure tests of the production tubing prior to packer setting and on command provides full bore, through-tubing access without the need for well intervention. The Anvil plug incorporates a solid metal mechanical barrier that is removed by applying tubing pressure a predetermined number of times. No special surface equipment is required for operation and no debris results after actuation. The Anvil plug comes complete with a range of accessories to accommodate pre-fill, circulation, and secondary override facility.

Cutting Metal Barrier

Run Position DP1 Anvil Plugging System

Well Open Full Bore

8-36

Subsurface Flow Control Systems

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

DP1 Anvil Plugging System


Casing Size in. mm in. 3 1/2 7 177.80 4 4 1/2 5 1/2 9 5/8 244.48 6 5/8 168.28 32 47.62 8.312 211.12 5.750 146.05 Thread Size mm 88.90 101.60 114.30 13 139.70 17 19.35 25.28 7.650 194.31 4.625 117.48 6,000 413.40 2,000 137.80 Weight lb/ft 9.2 10 12 kg/m 13.69 6.000 14.88 17.86 5.890 149.61 3.875 98.43 5.875 152.40 149.23 2.890 73.41 6,000 413.40 2,000 137.80 Maximum OD in. 5.890 mm 149.61 Minimum ID in. mm psi Pressure Rating Above bar psi Below bar

Part Number Prefix: P.208DP1

Subsurface Flow Control Systems

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

LA0 Liquid Spring-Actuated Anvil Plugging System


Part Number Prefix: P.208LA0

8-38

Subsurface Flow Control Systems

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.

LS0 Liquid Spring Actuation Device


Part Number Prefix: P.224LS0

Subsurface Flow Control Systems

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

Mirage Disappearing Plug (MPB)

Mirage Disappearing Plug (MPR)

8-40

Subsurface Flow Control Systems

Mirage Disappearing Plug


Nominal Size in. 3 1/2 4 1/2 5 1/2 7 mm 88.90 114.30 139.70 177.80 in. 5.40 5.88 7.02 8.26 OD ID (After Expend) mm 139.70 152.40 178.31 209.80 in. 2.88 3.88 4.77 6.08 mm 72.64 98.04 118.87 154.43 in. 62.34 62.52 64.33 67.07 Pressure Rating Length From Above mm 1583.31 1587.88 1633.86 1703.45 psi 7,500 5,000 5,000 5,000 kPa 51 710.67 34 473.79 34 473.79 34 473.79 From Below psi 2,500 2,500 2,500 2,500 kPa 17 236.89 17 236.89 17 236.89 17 236.89 Temperature Rating F 220 220 220 220 C 104.4 104.4 104.4 104.4

Ordering Information Part Number Prefix: 21MPB or 21MPR

Subsurface Flow Control Systems

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

Lockout Shear Pins Lockout Piston

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

Subsurface Flow Control Systems

Fluid Loss Devices


Automatic Downhole Master Valve The automatic downhole master valve (DHMV) is used in electric submersible pump (ESP) completions and eliminates the need for expensive well control fluids. This downhole pressure-operated fluid flow control valve is run with a packer, on-off tool, and wireline Otis XN lock. The valve prevents fluid loss if the ESP shuts down and can be adjusted to hold up to 1,000 psi from below after it is latched closed. After the ESP is restarted, the DHMV will open when the hydrostatic pressure is reduced to the adjusted differential. Applications ESP installations in which flow control without heavy kill fluids is desired during remedial operations Features Wireline or tubing-retrievable Holds pressure in both directions Variable opening and closing pressure adjustment Benefits Eliminates the need for expensive well control fluids Prevents formation damage Automatic operationdoes not require control lines, conductor cables, wireline operations, or tubing manipulation to operate

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

Subsurface Flow Control Systems

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.

FS2 Fluid Loss Isolation Barrier Valve

8-44

Subsurface Flow Control Systems

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

Subsurface Flow Control Systems

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)

IB4 Fluid Loss Isolation Barrier Valve

IB5 Fluid Loss Isolation Barrier Valve

Part Number Prefixes: P.226IB4; P.226IB5

8-46

Subsurface Flow Control Systems

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

LV4 Lubricator Valve


Part Number Prefix: P.560LV4

Subsurface Flow Control Systems

8-47

CS1 Chemical Injection Sub


The CS1 chemical injection sub is used to introduce chemicals, which are pumped from surface via dedicated injection lines in the annulus, into the tubing. The injection sub incorporates inline check valves that prevent tubing pressure from escaping back up the injection lines. A shearout plug allows the injection line to be run under pressure. Applications The CS1 chemical injection sub is used in chemical injection applications where it is not possible or desirable to run sidepocket injection mandrels. Features One-piece injection sub body Dual chemical injection Nitrogen-tested check valves Metal-to-metal seals Emergency shear-out Control-line pressure test Benefits Reliable chemical injection without complexity of a chemical injection side-pocket mandrel Allows the introduction of non-compatible chemicals
HAL31736

CS1 Chemical Injection Sub

CS1 Chemical Injection Sub


Casing Size in. 5 1/2 7 mm 139.70 177.80 in. 2 7/8 3 1/2 4 1/2 5 9 5/8 244.48 15.5 5 1/2 139.70 17.0 20.0 26.0 10 3/4 273.05 7 177.80 29.0 Part Number Prefix: P.220CS1 43.15 9.250 234.95 6.098 154.89 5,000 344.50 5,000 344.50 23.06 25.28 29.76 38.69 8.275 8.265 8.265 9.250 210.19 209.93 209.93 234.95 4.848 4.892 4.756 6.125 123.14 124.26 120.80 155.58 7,000 5,000 5,000 5,000 482.30 344.50 344.50 344.50 7,000 5,000 5,000 5,000 482.30 344.50 344.50 344.50 Tubing Size mm 71.75 88.90 114.30 127.00 lb/ft 7.9 9.2 12.6 15.0 Weight Maximum OD in. 4.450 5.800 8.000 18.75 6.050 22.32 7.515 153.67 190.88 3.860 4.339 98.04 110.21 5,000 5,000 344.50 344.50 5,000 5,000 344.50 344.50 mm 113.03 147.32 203.20 Minimum ID in. 2.229 2.949 3.880 mm 56.62 74.90 98.55 psi 7,500 7,500 7,500 Pressure Rating Above bar 516.75 516.75 516.75 psi 7,500 7,500 7,500 Below bar 516.75 516.75 516.75

kg/m 11.76 13.69

8-48

Subsurface Flow Control Systems

Tubing-Installed Flow Control Accessories


Flow Couplings
Flow couplings in the tubing are an important part of life-ofthe-well completion planning. Flow couplings, which have a wall thickness greater than the corresponding tubing, are designed to extend the acceptable amount of erosion caused by flow turbulence within the tubing. Halliburtons representatives are trained and able to design the appropriate length flow couplings for the wells produced fluid and rate parameters. Halliburton recommends flow couplings be installed above and below landing nipples, safety valve landing nipples, Sliding Side-Door housing, or any other restrictions that may cause turbulent flow. Applications To help inhibit erosion caused by flow turbulence within the tubing Installed above and below landing nipples, safety valve landing nipples, Sliding Side-Door housing, or any other restriction that may cause turbulent flow Features Minimum of 3 ft (0.91 m) long Used with landing nipples and flow controls Wall thickness greater than tubing Benefits Helps extend the life of the well completion
Flow Coupling

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

Landing Nipple and Flow Control Device

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

Subsurface Flow Control Systems

8-49

Subsurface Service Tools


Slickline Service Tools
Otis-designed and manufactured slickline service tools have been the benchmark for the industry and are a requirement for all toolboxes worldwide. Known for dependable performance and low maintenance costs, these service tools can help reduce total operating costs. As the original equipment manufacturer (OEM), Halliburton continues to provide high-quality slickline service tools.

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

Otis Rope Socket

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

Running or Pulling Tool

Typical String of Wireline Tools

HAL8502

HAL8501

Otis Stem

8-50

Subsurface Flow Control Systems

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.

Otis Knuckle Joint

Otis Blind Box

Standard Wireline Toolstring


Normal Tool OD in. 3/4 1 1 1/4 1 1/2 1 7/8 2 2 1/2 mm 19.05 25.40 31.75 38.10 47.63 50.80 63.50 5/8 in. - 11 UNC 5/8 in. - 11 UNC 15/16 in. - 10 UNS 15/16 in. - 10 UNS 1 1/16 in. - 10 UNS 1 1/16 in. - 10 UNS 1 1/16 in. - 10 UNS Thread Connection* Fishneck OD in. 0.750 1.000 1.188 1.375 1.750 1.750 2.313 mm 19.05 25.40 30.18 34.93 44.45 44.45 58.75

*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

Otis Mechanical Jar

Otis Hydraulic Jar

HAL8504

Otis Accelerator

Subsurface Flow Control Systems

8-51

Slickline Detent Jars


The Halliburton detent jar is a mechanically operated jar that is run on slickline or wireline to deliver an impact through the toolstring when the release setting is overcome by tension. This jar has adjustable stroke and release settings that are predetermined on the surface prior to running the jar. The detent jar can be run with accelerator, weight bar, and link-type or Spang jars for delivering an optimum impact load for releasing a stuck object or operating a downhole tool. The detent jar is re-settable downhole by slacking weight at the jar to a collapsed mode. The jar can be tripped and reset rapidly and multiple times downhole. There are no seals in the detent jar, so bottomhole temperature or pressure has minimal effect on the jar operation. Sometimes in deep and deviated wells, the line tension on the weight indicator at the surface is not the same line tension at the rope socket. Modeling the slickline job with Cerberus software will provide calculated rope socket line tensions.

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

Subsurface Flow Control Systems

HAL23058

Slickline Detent Jar

Otis Quick Connect Toolstring Connection


Before its extensive field history, the Otis quick connect was thoroughly tested in both the engineering laboratory and the Halliburton test well in Carrollton, Texas. During the design proving phase, a 1 1/2-in. (38.1 cm) Otis quick connect was jarred through 50,000 cycles at impact loads of 9,000 to 10,000 lb (4082.33 to 4535.92 kg) in both directions. Tensile testing on the tool after jarring revealed the Otis quick connect had retained full strength throughout the operation. Halliburton toolstring components and wireline service tools are available with integral Otis quick connects. Features Spacing of load-bearing shoulders will not allow coupling to connect until full engagement of all shoulders are in place Self-washing feature minimizes sand buildup in the locking mechanism Designed for manual operation; no special tools required Benefits Otis quick connect design helps ensure proper toolstring makeup Reliable disconnect, even in sandy environment Safe assembly/disassembly on location; no special tools required Faster turnaround on location minimizes job time

Mechanical Wireline Jar

Wireline Quick Connect Stem

Knuckle Joint Quick Connect

Subsurface Flow Control Systems

8-53

Auxiliary Tools For Use with Slickline Toolstring


Otis Gauge Cutter and Swaging Tools It is important to run a gauge cutter before running subsurface controls to: (1) determine if the flow control will pass freely through the tubing and (2) to locate the top of the landing nipple or restriction if any are in the tubing. The gauge cutter knife (larger than OD of the control) is designed to cut away paraffin, scale, and other debris in the tubing. Mashed spots in the tubing and large obstructions may be removed with the swaging tool. These tools are available in sizes for all tubing IDs. Otis Impression Tool The Otis impression tool is a lead-filled cylinder with a pin through the leaded section to secure it to the tool body. It is used during a fishing operation to ascertain the shape or size of the top of the fish and to indicate the type of tool necessary for the next operation. Otis Tubing Broach An Otis tubing broach is made up of three major parts: (1) mandrel, (2) nut, and (3) a set of three spools. Spools are tapered and used to cut burrs in the tubing ID caused by perforation, rust, bent tubing, etc. A small OD spool is run first followed by the next larger size, followed by a spool corresponding to the original ID of the tubing. Broach assemblies are run on wireline. Otis M Magnetic Fishing Tool Otis M magnetic fishing tools are designed to remove small particles of ferrous metals from the top of tools in the well. Otis G Fishing Socket
HAL8513

HAL8508

HAL8509

Otis Swaging Tool

Otis Gauge Cutter

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

Otis Tubing Broach

Otis M Magnetic Fishing Tool

HAL8512

8-54

Subsurface Flow Control Systems

HAL8510

Otis Impression Tool

Otis G Fishing Socket

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 P Wireline Grab

Otis Go-Devil

Run-in Position

Wirefinder Position

Otis Expandable Wirefinder

Subsurface Flow Control Systems

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

Otis RXN Running Tool

Otis X or R Running Tool

HAL14029

HAL8517

Otis SAFETYSET Otis UP Otis MR Running Tool Running Tool Running Tool

8-56

Subsurface Flow Control Systems

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 Dowel Pin Core Nut


HAL8520

Shear Pin

Fishing Neck Shear Pin Cylinder Spring Spring Retainer Dog Spring Dog Retainer Cylinder Dogs
HAL8521 HAL8522

Otis GU Shear Up Adapter

Core

Otis GS Pulling Tool Shear Down

Otis GR Pulling Tool Shear Up

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.

Otis R Wireline Pulling Tool

HAL8523

Otis S Pulling Tool

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

Subsurface Flow Control Systems

8-57

DPU Downhole Power Unit


Halliburtons DPU downhole power unit is an electro-mechanical downhole electric power supply device that produces a linear force for setting packers using downhole electric power. The tool is self-contained with a battery unit and an electrical timer to start the setting operation. The unit consists of three functioning sections: the pressure sensing actuator, the power source, and the linear drive section. The DPU unit and attached subsurface device are run into the well on slickline or braided line. 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. Applications Sets and Retrieves: Packers Bridge plugs Whipstocks Monolock devices Sets: Sump packers HE3 and HX4 retrievable bridge plugs B-series wireline-retrievable packers
HAL14000

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

DPU Downhole Power Unit

DPU Downhole Power Unit


OD in. 1.69 2.5 3.66 mm 42.92 63.5 92.96 Normal Tubing Range in. 2 3/8 - 3 1/2 3 1/2 - 4 1/2 5 - 9 5/8 mm 60.32 - 88.9 88.9 - 114.3 127 - 244.47 Maximum Shear Force lb 15,000 30,000 60,000 kg 6804 13 608 27 216

8-58

Subsurface Flow Control Systems

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

Otis Non-Selective Test Tool

HAL8524

Otis Selective Test Tool


Ordering Information Specify: nipple type and size. Part Number Prefixes: 14NON test tool-non selective, 14XO X test tool-selective

Subsurface Flow Control Systems

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

Otis BO Selective Positioning Tool

Otis BP Selective Positioning Tool

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

Subsurface Flow Control Systems

Tubing Perforators and Bailers


Otis A tubing perforators are mechanically operated and can be used with slickline (under pressure) to perforate both standard and heavyweight tubing. Applications To provide access to the casing annulus to circulate or kill a well To bring in additional productive zones To permit production through a tail pipe that has been plugged and cannot be opened by regular methods Benefits No explosives used, minimizing the possibility of perforating the casing Safety-release mechanism designed to permit removing perforator without perforating Greater tubing penetration Perforator designed to retract the punch and release automatically after perforating Service performed by Halliburton-trained personnel Otis M sand pump bailers may be used to remove a sand bridge if one is encountered during normal wireline operations. The sand bailer consists of a piston encased in an outer cylinder. By working the wireline in the same manner as used to set certain subsurface controls (lightly jarring up and down), the bailer acts to pull sand into the cylinder to remove the sand bridge. An assortment of bailer bottoms is available: Flat bottom for soft, easy-to-bail sand Chisel bottom for hard-packed sand Flapper bottom for bailing metal particles that are too large to pass the ball and seat
HAL8532

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

Otis A Otis M Tubing Perforator Sand Pump Bailer

Otis B Hydrostatic Bailer

Subsurface Flow Control Systems

8-61

Slickline Skid Units and Trucks


Halliburton designs and manufactures top quality skid-base units for offshore operations and trucks for land operations. The units are known worldwide for their user-focused design, providing the right mix of operator-friendly components to make both specialized and standard operations more productive. For more detailed information, please contact your local Halliburton representative.

HAL22811

T800 Slickline Crane Truck

HAL22810

HAL22812

HAL22808

HAL22809

Offshore Three-Piece Skid Unit

Slickline Container Unit

Stainless Steel Skid Unit

8-62

Subsurface Flow Control Systems

Surface Service Equipment


Halliburtons wellhead pressure control equipment provides for a safe and highly productive service operation. Unmatched equipment quality backed by available extensive training and maintenance instruction has made Halliburton the industrys premier provider of this type of equipment and services. For more detailed information, please contact your local Halliburton representative.

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

Slickline Grease Head

Lubricator Pick Up Clamp Quick Union Lower Lubricator Section


HAL22755

Liquid Chamber

Option: Pump-In Sub

Quick Union

Wireline Valve Single (Manual or Hydraulic)

Options: Wireline Valve Dual (Manual or Hydraulic) Wireline Valve Triple (Manual or Hydraulic)

Dual Wireline Valve (Manual or Hydraulic)

Options: Lubricator Safety Valve Pin End Assembly Flanged Tree Connection

HAL22757

HAL22756

Triple Wireline Valve (Manual or Hydraulic)

Subsurface Flow Control Systems

8-63

DPU Downhole Power Unit


Halliburtons DPU downhole power unit is an electro-mechanical downhole electric power supply device that produces a linear force for setting packers using downhole electric power. The tool is self-contained with a battery unit and an electrical timer to start the setting operation. The unit consists of three functioning sections: the pressure sensing actuator, the power source, and the linear drive section. The slickline version of the DPU unit uses batteries to provide the energy to the motor and timing circuits. An electric line version without the timer, circuits, and batteries is also available. Applications Sets and Retrieves: Packers Bridge plugs Whipstocks Monolock devices Subsea tree plugs

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.

DPU Downhole Power Unit

8-64

Subsurface Flow Control Systems

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

Advanced Measuring System Inspection Coil

Slickline Service Unit

Downhole Power Unit

Bridge Plug

Subsurface Flow Control Systems

HAL11752

8-65

Slickline DPU System Specifications


Maximum OD in. 1.70 2.51 3.59 mm 43.2 63.75 91.19 60,000 266 880 48 2 329 165 10,000 689.4 8.75 222 Maximum Shear Force lbf 15,000 30,000 50,000 N 66 720 133 440 222 400 27 36 30 2 4 5 Voltage Amps Maximum Temperature F 300 300 250 C 148 148 121 Maximum Pressure psi 15,000 15,000 10,000 bar 1034.5 1034.5 689.4 Maximum Effective Stroke in. 9 8.5 36 mm 229 216 914

E-Line DPU System Specifications


Maximum OD in. 1.70 2.51 3.81 mm 43.2 63.75 96.77 Maximum Shear Force lbf 15,000 30,000 60,000 N 66 720 133 440 266 880 50 115 200 0.6 0.6 0.75 Voltage Amps Maximum Temperature F 400 400 400 C 204 204 204 Maximum Pressure psi 15,000 15,000 20,000 bar 1034.5 1034.5 1378 Maximum Effective Stroke in. 9 8.5 8.75 mm 229 216 222

8-66

Subsurface Flow Control Systems

DPU Tubing Punch


The DPU tubing punch can help cut tubing perforating costs. Coupled with the Monolock plugging device, the DPU tubing punch provides an effective and dependable solution for well (kill) workover operations. The DPU tubing punch can be run on slickline, braided line, or coiled tubing. This means it offers the economy of slickline and the versatility to meet operational requirements. Features Can reduce the cost for perforating tubing Reduces rig time by minimizing misruns with other mechanical perforators No extensive jarring to achieve a hole Eliminates the need for electric wireline and an explosive soft shot perforating service Improves safety with its non-explosive operation by eliminating transportation and handling of explosives and by not requiring explosive-trained personnel Offers proven, dependable punch operation
HAL23161 HAL23160

Equipped with a timer/accelerometer/pressure actuation system for precise control

Subsurface Flow Control Systems

8-67

8-68

Subsurface Flow Control Systems

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