Subsurface Safety Equipment

Subsurface Safety Equipment

Introduction

Halliburton safety systems can be used as total systems or as Economical Cost

subsystems in an overall safety installation. Halliburton Keeping costs down is attractive to both the manufacturer
offers a full line of surface-controlled tubing-retrievable and the operating company. Design simplicity promotes
subsurface safety valves as well as wireline-retrievable lower cost and properly applied, also enhances reliability
subsurface safety valves, including both surface-controlled and long-life performance.
and direct-controlled designs. Halliburton’s expertise in
subsurface design extends to the entire safety system. This Versatility/Deliverability
knowledge is applied to develop and integrate surface- Halliburton provides a full product line along with short-
controlled subsurface safety valves, surface safety valves, and term delivery. This translates into reduced inventory costs
production automation equipment. and fewer problems in scheduling projects for the
operating company.
Halliburton’s auxiliary equipment adds flexibility to your
safety system designs, surface hydraulic control panels, Guide to Tubing-Retrievable Subsurface Safety Valves
pilots, relay valves, fusible plugs, and emergency shutdown SP™
valves. Auxiliary equipment also provides the necessary Applications WellStar® NE™ Series
equipment for fully automated systems. In addition, Medium Pressure - 5,000 to 7,500 psi WP X X X
Halliburton provides system design, installation, and High Pressure - 8,000 to 10,000 psi WP X X X
maintenance for the life of your system. Ultra High Pressure - above 10,000 psi WP — — X
Standard Temperature - to 300°F X X X
Under API license, Halliburton can apply the API High Temperature - above 300°F — X X
monogram to 14A subsurface safety equipment and 6A Shallow Setting Depth - to 1,000 ft X X X

surface safety valves. Medium Setting Depth - 4,000 ft X X X

Deep Setting Depth - below 4,000 ft — — X

Halliburton subsurface safety valves (SSSV) are designed Sweet Corrosion - H2S and Mild CO2
Service X X X
and manufactured using the most advanced computer-
(9 Chrome 1 Moly Construction)
aided design and computer-aided manufacturing (CAD/ Moderate Corrosion - H2S and CO2 Service
CAM) technology. The CAD/CAM system provides the (13% Chrome Construction)
X X X
design and manufacturing engineers with the flexibility to Severe Corrosion - H2S and CO2 Service
be creative and innovative in development of advanced X X X
(Nickel-Chrome Duplex)
oilfield equipment technology. In addition to the CAD/ Sandy Service X X X
CAM system, the design engineer has access to analysis API Standard Weight Production Tubing X X X
tools such as Finite Element Analysis (FEA) and Heavyweight Production Tubing X X X
Computational Fluid Dynamics (CFD). WellStar NE SP
Features Series
Non-Equalizing (External Equalization) X X X

Selecting a Subsurface Safety Valve Integral Equalizing Feature X X X

Integral Secondary Valve Capability X X X
The following criteria are offered as guidelines in Permanent Lockout Capability X X X

determining the selection of a subsurface safety valve. Optional Temporary Lock-Open — — X

Reliability of Closure
The ability to close in a catastrophic situation is the most
important function of a subsurface safety valve. This
function protects and preserves human life, the environment,
and capital investments.

Subsurface Safety Equipment 7-1

Additional Features
The customer should consider features that go beyond the
basic function of the valves. Although extra features can offer
advantages in certain applications, increased design
complexities can also mean more room for operator error or
potential leak paths. Review all functions to ensure that
reliability is maintained as the priority—and not sacrificed in
pursuit of secondary objectives.
Reliability
When designing subsurface safety valves, Halliburton
considers several factors, including:
• Sealing elements
• Debris isolation
• Material selection
• Loading considerations
Halliburton gives careful consideration to design
relationships when designing a new SSSV. Some important
reliability design features which are common to Halliburton
subsurface safety valves include:
• Metal-to-metal flapper sealing (passing API
Specification 14A Class 1 and 2 testing without
resilient seal)
• Flow tube isolation at both ends while utilizing
maximized spring force and piston area for enhanced
debris tolerance
Verification and testing is another area in which reliability is
critical. SINTEF, in its Phase III report “Reliability of Surface-
Controlled Subsurface Safety Valves,” suggests extensive
verification testing as another important way to ensure
reliability and performance.* They discuss important
elements that should be included in prototype testing.
*SINTEF Report STF75F89030, Reliability of Surface-Controlled Subsurface
Safety Valves. Phase III, Foundation for Scientific and Industrial Research at
the Norwegian Institute of Technology.
7-2
In addition to normal API verification, Halliburton has
standardized an extended performance-based prototype
test program that follows SINTEF’s suggested approach.
Each phase of the test is specially designed to verify the
overall durability of the valve. For example, the extended
verification testing of sand slurry environments consists of
a minimum of 120 slam closures against sand slurry as
opposed to the seven closures of an API 14A Class 2 test.
Understanding the importance of subsurface safety valve
reliability, both to safety and maintaining well production,
brings an increased emphasis to lifecycle cost for wells as
opposed to minimized purchase cost.
The final testimony to reliability is performance. The
Halliburton SP™ series non-elastomer safety valve
provides superior reliability because it is specifically
designed for extended life applications in which ultimate
reliability is required. This valve has an unsurpassed track
record with no hydraulic failures reported anywhere in the
world since its introduction in 1990.
Special Features
This section briefly describes some of the special features
of Halliburton’s safety valves including the contoured
flapper feature, the equalizing feature, and the temporary
lockout feature.
Subsurface Safety Equipment
Contoured Flapper
Halliburton took advantage of its broad experience with ball
valves to design a reliable contoured flapper valve by
adapting the spherical sealing surface used in ball valves to
the flapper shape. The contoured flapper safety valve
achieves true metal-to-metal flapper sealing integrity while
providing improved valve OD/ID ratios. This unique design
offers a distinct advantage over other typical curved flappers
because it passes API Class 1 and 2 verification testing
without relying on a resilient seal.

CN03155
The contoured flapper incorporates the proven advantages of
the spherical metal-to-metal seal of a ball-type closure while
maintaining the simple operation of a flapper valve. The Contoured Flapper with Continuous
mating spherical seal surfaces, lapped before assembly, Spherical Sealing Surface
provide increased bearing area as well as improved flapper
centralization during valve closure. The increased width of
the spherical seal also allows contouring of the upper and
lower flapper surfaces, resulting in smaller ODs and/or
enlarged IDs. The flapper’s dual hinges and standard torsion
spring provide stability and high initial closure forces to
enhance valve sealing reliability. This patented technology
was awarded the prestigious Special Meritorious Award for
Engineering Innovation.

Subsurface Safety Equipment 7-3

Temporary Lockout Feature
Halliburton’s temporary lockout sleeve is an optional feature
offered on its SP™ series tubing-retrievable safety valves. This
feature allows the valve to stay fully open by mechanical
means without hydraulic control-line pressure, permitting
Opening
wireline operations to be performed below the safety valve. Prong
The Halliburton temporary lockout feature consists of a
simple one-piece sleeve with a smooth ID. The sleeve has no
internal shoulders to cause problems when running wireline Flapper
through the open valve. When wireline tools are being pulled
up through the valve, an external no-go shoulder on the
sleeve permits any load placed on the sleeve to be transferred
directly to the outer body of the valve. Temporary
Lockout
Operation of the temporary lockout feature is accomplished Sleeve
by initially opening the valve using normal hydraulic control-
line pressure. With the valve in the full-open position, the
lockout service tool is run in and landed in the flow tube
profile using normal wireline methods. Once the service tool
is landed, the dogs, located at the bottom of the tool, are
engaged below the temporary lockout sleeve by jarring down.
Releasing the hydraulic pressure and placing an upward strain
on the wire then moves the temporary lockout sleeve up,
covering the flapper and creating a straight-through path
which protects the flapper from further wireline operations.
CN00034

Wireline tools are then removed from the valve.

To bring the valve back into service, it is returned to the Operational Temporarily
(Valve Closed) Locked Out
full-open position using control-line hydraulic pressure.
When this is done, the opening prong will have pushed the
temporary lockout sleeve back down to the lower
valve-operational position. The valve is then ready for
normal operation.

7-4 Subsurface Safety Equipment

Self-Equalizing Feature
The Halliburton sideport self-equalizing feature uses a
spring-loaded carbide ball lapped to a mating spherical seal
located in the flapper seat of the safety valve. Location of the
equalizing device in the flapper seat allows the flow tube,
when activated, to radially displace the ball outward, opening
an equalizing path around the flapper mechanism. A closely
controlled channel between the flapper seat and the spring
housing provides for a large equalizing area and prevents
debris migration into the metal-to-metal sealing area. After Housing
equalization, the flow tube moves down to open the flapper Flapper
and allows the flow tube to downstop against its metal seat,
thereby isolating the equalizing mechanism from flow. Flapper

CN02677
Seat
Erosion is a prime consideration with equalizing devices. The
Halliburton sideport equalizing design addresses erosion by Sideport Self-Equalizing Feature
forcing the equalizing flow through a closely controlled flow
path. This flow path allows the pressure drop to be taken
through the close concentric fit of the flapper seat and
mating housing instead of across the equalizing valve seat
itself. This close concentric fit and controlled flow path
provide an enlarged flow area and enhanced equalizing times
while simultaneously filtering the equalizing flow, which
prevents erosion and helps ensure a long operating life.

The Halliburton sideport equalizing device has also been

tested extensively in sandy environments. In addition to
successfully completing API Specification 14A verification
testing for Class 2 (sand service), the sideport underwent
endurance testing. This testing involved putting the
equalizing device in the equalizing position and flowing a
sand-laden fluid through the device for seven days. Leak tests
performed afterward revealed no detrimental effects from
erosion, and the sealing capability of the equalizing device
was not affected. The equalizing device has also been tested
successfully in extensive sand closure tests commonly used
for North Sea applications. The safety valve is subjected to
120 slam closures in a sand-laden fluid, a 20-fold increase
over the normal API Specification 14A test. Other tests
performed include repeated equalizing operations and
nitrogen leak verification tests in a sandy environment.

Subsurface Safety Equipment 7-5

WellStar® Tubing-Retrievable Safety Valves

Halliburton’s WellStar® tubing-retrievable safety valves

comprise a line of general production, hydraulically
operated, downhole tubing-retrievable safety valves. The
WellStar valve is designed and built for performance and
reliability. The rugged hydraulic actuator of the WellStar Insert Valve
safety valve provides durability and isolates the internal Capability
workings from well fluids through its unique construction.
The metal-to-metal sealing integrity in the body joints and
closure mechanism places it in a premium valve category
while featuring an economical price. The simple, compact
design enhances the valve’s overall reliability and provides for
trouble-free operation.

Applications Single-Piece
Piston/Flow Tube
• General production completions

Features
• Simple, compact design
• Complete metal-to-metal well containment in the closed
position (body/seat connections and flapper)
• Metal-to-metal flapper sealing verified to sand service
(no resilient seal required)
• Unique hydraulic actuation (single-piece piston/flow tube)
• Hydraulic chamber construction isolates the majority of
the internal valve components and exposes them to clean
hydraulic fluid.
• Positive debris barrier at both ends of flow tube in full- MTM Body Joints
open position
• Maximized piston area and spring force Spherical Radius
Flapper
• Establishes the standard for premium, consistent
metallurgy throughout the valve Flow Tube
Face Seat
• Flow tube construction prevents well solids and debris
CN02675

from settling on top of the piston.

Benefits
WellStar® Tubing-Retrievable
• Optimum reliability and durability Safety Valves

• Superior well containment and safety

• Increased valve life
• Low friction, smooth operation
• Critical components isolated from well environment
• Enhanced debris isolation and tolerance
Ordering Information
Specify: tubing size, weight, grade, and thread; casing size and weight;
temperature and pressure rating requirements; service (standard, %H2S,
%CO2, amines/other chemicals, chloride content, etc.); setting depth;
equalizing or non-equalizing; nipple bore and profile type requirements;
necessity of API monogramming or other certification requirements; special
material requirements, if applicable.
Part Number Prefix: 78LXE, 78LXA, 78HXE, 78HXA, 78HRE, 78HRA

• Minimized potential leak paths

• Maximized forces during valve opening and closing

7-6 Subsurface Safety Equipment

 WellStar® Tubing-Retrievable Safety Valves
Tubing Maximum Internal Packing Lock
Size OD Bore Profile Pressure Rating Length
in. in. mm in. mm psi kPa in. mm
3.63* 92 5,000 34 474
2 3/8 3.70 94 1.875 48 X®, R®, 5,000 34 474 47.1 1196
RQ
3.97 101 10,000 68 948
4.56* 116 2.313 59 5,000 34 474
4.65 118 2.313 59 5,000 34 474
2 7/8 4.74 120 2.313 59 X, R, RQ 10,000 68 948 51.2 1300

2.125-
4.91 125 54-59 10,000 68 948
2.313
5.03* 128 2.813 71 5,000 34 474
5.20 132 2.813 71 5,000 34 474

3 1/2 2.562- X, R,RQ 56.3 1430

5.37 136 65-71 10,000 68 948
2.813
2.562-
5.62 143 65-71 10,000 68 948
2.813
6.62* 168 5,000 34 474
3.750-
4 1/2 6.73 171 95-97 X, R, RQ 5,000 34 474 63.5 1613
3.813
6.97 177 7,500 51 711

*Slimline options

Subsurface Safety Equipment 7-7

NE™ Tubing-Retrievable Safety Valve

The Halliburton NE™ tubing-retrievable safety valve is a

single rod-piston non-elastomer flapper valve designed for
general production with enhanced reliability and long life.
The valve includes the non-elastomer hydraulic actuator
design from the highly reliable SP™ line of safety valves. Insert Valve Capability
Along with the metal-to-metal body joints and closure
mechanism, the actuator places this valve in the premium
category while keeping costs economical. The simple,
compact design enhances the valve’s overall reliability and
provides for trouble-free operation.

Applications
• General production completions Single Rod-Piston
• Hostile well environments incompatible with elastomers

Features
• Non-elastomer dynamic piston seals
Flow Tube Retracts into ID of Upper Sub
• Simple compact design (Prevents Debris Accumulation)
• 100% metal-to-metal well containment in closed
position
• Positive debris barrier at both ends of flow tube
• No construction seals used in the lockout and
communication system Spherical Radius Flapper
• Inverted flow tube construction prevents debris from
settling on top of flow tube. Flow Tube Face Seal

Benefits
• Most field-proven and reliable hydraulic actuator in the
industry with flawless performance since 1990
CN06439

• Verified metal-to-metal flapper sealing (no resilient

seal required)
NE™ Tubing-Retrievable
• Critical components isolated from well debris during
Safety Valve (TRSV)
production
• Minimized potential leak paths
• Optimal reliability

7-8 Subsurface Safety Equipment

 NE™ Tubing-Retrievable Safety Valves
Tubing Maximum Internal Packing Lock
Size OD Bore Profile Pressure Rating Length
in. in. mm in. mm psi kPa in. mm
3.63* 92 5,000 34 474
2 3/8 3.70 94 1.875 48 X® 5,000 34 474 47.9 1216
3.97 101 10,000 68 948
4.56* 116 5,000 34 474
2 7/8 4.65 118 2.313 59 X 5,000 34 474 51.4 1305
4.91 125 10,000 68 948
5.03* 128 5,000 34 474
5.20 132 2.562- ®
X, R , RQ, 5,000 34 474
3 1/2 70-71 56.1 1425
5.37 136 2.813 RPT® 10,000 68 948
5.62 143 10,000 68 948
5.965* 151 7,500 51 711
6.62 168 3.750- X, R, RQ, 5,000 34 474
4 1/2 95-97 57.5 1460
6.73 171 3.813 RPT 5,000 34 474
6.97 177 7,500 51 711

*Slimline options

Ordering Information
Specify: tubing size, weight, grade, and thread; casing size and weight; temperature and pressure
rating requirements; service (standard, %H2S, %CO2, amines/other chemicals, chloride content,
etc.); setting depth; equalizing or non-equalizing; nipple bore and profile type requirements;
necessity of API monogramming or other certification requirements; special material requirements,
if applicable.
Part Number Prefix: 781LXE, 781LXA, 781HXE, 781HXA, 781HRE, 781HRA

Subsurface Safety Equipment 7-9

SP™ Series Tubing-Retrievable Safety Valves
The Halliburton SP™ series tubing-retrievable safety valve • Hydraulic system isolated from well pressure by metal-
is a single rod-piston non-elastomer flapper valve designed to-metal seal with valve in open position
for hostile environments and extended life applications • Metal-to-metal thread sealing and self-locking capability
where ultimate reliability is required. Potential leak paths
• Fluted guide provides maximum debris protection,
within the valve are minimized with the single rod-piston
allowing fluids to enter and exit during valve operation.
design. The piston achieves a metal-to-metal seal at its
uppermost and lowermost positions to seal well pressure • No wear by torsional effects of a helical spring
from the control system. • Critical components isolated from well debris with valve
in open position
The SP valves incorporate flappers using spherical radius
sealing surfaces that help greatly improve seal reliability. • Area above flow tube free of solids buildup
The spherical radius design provides full metal-to-metal • Flow tube can be manipulated by slickline.
sealing integrity. • Protected from high flow rate slam closures
For applications where either the OD or ID is restrained, the
SP valves incorporate the award-winning Halliburton Retainer
contoured flapper. OD/ID relationships are improved by the
Non-Elastomer
contoured flapper design that helps provide superior metal- Dynamic Seal
to-metal sealing when compared to other forms of curved
Back-Up Ring
flapper technology.
Piston
Applications Metal-to-Metal Static
• For applications requiring ultimate reliability and Seal Isolates Piston
Chamber from Well
longevity such as high-temperature, high-pressure Pressure
completions, subsea completions, or hostile well Cap
environments Piston Rod
CN06441

Features
• Non-elastomer dynamic piston seals
Single Rod-Piston (Valve Open)
• Metal-to-metal static seal at upper and lower piston
positions
Metal-to-Metal Static
• Metal-to-metal body joints Seal Isolates Control
• Flow tube fluted guide Line from Well Fluids

• 100% metal-to-metal flapper Back-Up Ring

• Concentric thrust bearing Non-Elastomer
• Wiper ring on upper flow tube Dynamic Seal
• Clean-out ports in flow tube’s upper end Seal Retainer

• Internal exercise profile

• Flow tube shock absorber
CN06442

Valve OD
• Metal-to-metal face seat at flow tube downstop Piston Rod

• Setting depths to 9,000 ft Single Rod-Piston (Valve Closed)

Benefits
• Unsurpassed reliability of hydraulic actuator with
flawless performance since 1990
• Control line isolated from well fluids by metal-to-metal
seal with valve in closed position
Ordering Information
Specify: tubing size, weight, grade, and thread; casing size and weight;
temperature and pressure rating requirements; service (standard, %H2S,
%CO2, amines/other chemicals, chloride content, etc.); setting depth;
equalizing or non-equalizing; nipple bore and profile type requirements;
necessity of API monogramming or other certification requirements; special
material requirements, if applicable.
Part Number Prefix: 78oo

7-10 Subsurface Safety Equipment

 Insert Valve Capability

Relieved ID

Cleanout
Permanent
Ports
Lockout Feature
Wiper
Ring

CN06443
Debris Protection

Single Rod-Piston
Piston Rod
Adjusting
Lock Nut

Retainer
Internal Exercise Ring
Profile Belleville
Spring Shock
MTM Body Joints Absorber
CN03174

Flow Tube Fluted Concentric

Guide Thrust Bearing
Spherical Radius Flow Tube
Flapper Shock Absorber/Travel
Compensator
Flow Tube
CN03175

Face Seat

SP™ Series Tubing-

Retrievable Safety Valve

SP™ Series Tubing-Retrievable Safety Valves

Tubing Size Maximum OD Internal Packing Bore Pressure Rating
in. mm in. mm in. mm psi bar
2 3/8 60.33 3.62-3.97 91.95-100.84 1.875 47.63 5,000-10,000 345-690
2 7/8 73.03 5.41-5.49 137.41-139.44 2.313 58.75 7,500-20,000 517.5-1380
3 1/2 88.9 5.03-5.86 127.76-148.84 2.313-2.813 58.75-71.45 5,000-20,000 345-1380
4 1/2 114.3 7.35-7.57 186.69-192.28 3.25-3.813 82.55-96.85 5,000-15,000 345-1034
5 1/2 139.7 7.69-8.38 195.33-192.28 4.437-4.750 112.70-120.65 5,000-12,500 345-862
7 177.8 9.06-9.60 230.12-243.84 5.750-6.000 146.05-152.39 5,000-10,000 345-690
7* 177.8 8.38/8.52 212.9/216.4 5.750-5.875 146.05-149.23 5,000-6,000 345-414
9.625* 244.5 11.75/12.02 298.5/305.3 8.375-8.500 212.7-215.9 5,000 345
®
* These sizes are part of the Peak completions.

Subsurface Safety Equipment 7-11

DepthStar® Tubing-Retrievable Safety Valve

The DepthStar® tubing retrievable Features

safety valve (TRSV) is a revolutionary
• No moving seals exposed to the
new concept in the realm of surface
tubing wellbore
controlled subsurface safety valves.
Unlike any TRSV before it, the • 100% metal-to-metal sealing within
DepthStar valve functions completely the tubing wellbore
independent of well pressure; therefore, • 4,000 to 5,000 psi maximum valve
it is able to operate at consistently low opening capability regardless of
hydraulic pressures making it an ideal setting depth or pressure
solution for deepwater completions.
• Minimized number of body
Previously, solutions to wellbore
connections
isolation of the piston required
additional seals and/or gas-charged • Proven metal-to-metal,
chambers whose reliability is heavily non-elastomer hydraulic actuator
dependent on elastomeric seals and the • Isolated flow tube
permanent, long-term containment of
a dome charge. The DepthStar valve, Benefits
through the use of a revolutionary
magnetic coupler, allows for • No possibility of tubing to control
positioning the hydraulic actuator line leakage
completely out of the tubing wellbore. • Low hydraulic operating pressure/
reduced CAPEX
It has long been the desire of the oil
• Unconstrained valve setting depth
and gas industry with regards to
limit Internal Exercise
tubing retrievable safety valves to
increase metal-to-metal (MTM) • Optimum reliability and durability Profile
sealing capability and correspondingly • Superior well containment and
reduce the overall number of seals. By safety
repositioning the hydraulic actuator
• Increased valve life
outside the tubing wellbore, the
DepthStar valve becomes the world’s
first safety valve that is 100% MTM MTM Body Joints
and contains no moving seals within
the tubing wellbore. This reduction in
seals combined with an intrinsically
simple design makes the DepthStar Flow Tube Fluted
TRSV inherently reliable. The Guide
DepthStar TRSV is the ultimate Spherical Radius
solution for applications where Flapper
reliability is foremost. This enhanced
reliability combined with a low
operating pressure makes it an ideal
solution for deep-set applications. The Flow Tube
DepthStar TRSV is part of the Face Seat
Infinity Series™ game-changing
completion solutions.
HAL14986

DepthStar® Tubing-Retrievable
Safety Valve (TRSV)

7-12 Subsurface Safety Equipment

Peak® Large Bore Tubing-Retrievable Safety Valve

The Halliburton large bore tubing- Applications

retrievable safety valve (TRSV) uses the
SP™ series design for proven reliability.
The 9 5/8-in. runs inside 13 3/8-in.
casing; and the 7-in. runs inside
9 5/8-in. casing, eliminating one casing
size and the need for a downhole
crossover. As with all SP valves, the
piston achieves a metal-to-metal seal at
its upper and lowermost positions to
seal well pressure and debris from the
control system.
The Peak® valve incorporates
Halliburton’s award winning contoured
flapper technology. The OD to ID
ratios are improved by the contoured
flapper design, which provides for
superior metal-to-metal sealing
compared to curved flapper technology.
The Peak TRSV is just a single
component in an integrated large
monobore completion system. The
Peak completion system consists of all
the downhole equipment necessary to
install a large monobore completion.
This includes wellhead plugs, back
pressure valves, TRSVs, high load
permanent packers, liner hangers,
seal assemblies, and a variety of
plugging options.
• High rate gas completions requiring
larger tubing sizes
• More economical gas storage and
injection capabilities
Technical Benefits
• Unsurpassed reliability of hydraulic
actuator
• Control line isolated from well
fluids by metal-to-metal seal with
valve in closed position
• Hydraulic system isolated from well
pressure by metal-to-metal seal with
valve in the open position
• Industry-leading flow control
accessory equipment
Economic Benefits
Dramatically reduced field
development cost through:
• Reduced number of wellbores
• Elimination of platforms if offshore
• Delayed compression requirements
• Accelerated production over
conventional completions
• Compressed field development
timeline
CN04949

Peak® Large Bore

Tubing-Retrievable Safety Valve

Peak® Large Bore Tubing-Retrievable Safety Valves

Tubing Size OD ID Pressure Rating
in. mm in. mm in. mm psi bar
7 177.8 8.38/8.52 212.9/216.4 5.750-5.875 146-149 5,000-6,000 345-414
9 5/8 250.8 12.02/11.75 305.3/298.5 8.375-8.500 213-216 5,000 345

Ordering Information
Specify: tubing size, weight, grade, and thread; casing size and weight; temperature and pressure rating requirements;
service (standard, %H2S, %CO2, amines/other chemicals, chloride content, etc.); setting depth; equalizing or non-
equalizing; nipple bore and profile type requirements; necessity of API monogramming or other certification
requirements; special material requirements, if applicable.
Part Number Prefix: 78oo

Subsurface Safety Equipment 7-13

Wireline-Retrievable Safety Systems

Halliburton’s FXE flapper-type valves, unique BigBore™ Applications

contoured flapper-type valves, and Otis® SAFETYSET® lock
• General production completions
mandrel systems are described in this section.
Features
FXE Flapper-Type Valves
• Equalizing-type flapper closure
The Halliburton FXE wireline-retrievable flapper valve,
• Solid construction flapper made from bar stock
which is normally closed, is held open by hydraulic control
pressure from the surface. The valve operates on a hydraulic • Spherical radius seat on flapper improves seal reliability.
piston principle. To open, hydraulic pressure slightly higher • Sealing and seating surfaces are out of the flow path of
than the well pressure is applied to move the piston well production when valve is in the open position.
downward. This pressure unseats the secondary seat,
allowing pressure to enter through equalizing ports. Then, as Benefits
additional hydraulic pressure is applied to the piston, it
continues downward movement, pushing the flapper open. • Minimal hinge pin stress during opening and closing
cycles
The flapper hinge assembly is designed so the force on the • Allowable working pressures up to 15,000 psi (1035 bar)
piston is not applied directly on the hinge pin. Upon loss of
• Allowable setting depths up to 9,000 ft (2743 m)
hydraulic pressure in the control line, the valve’s large spring
serves to lift the hydrostatic head of the control fluid. The • Pump-through capability built into the valve design
flapper spring is designed to close the valve when the piston • Compatible with Otis X®, R®, and SAFETYSET lock
moves up past the flapper. mandrels and with Halliburton tubing-retrievable safety
valves in depth ratings and material selections
Opening Prong Nose Seal
The FXE valve uses the valve housing as the down-stop for
Open Closed
the opening prong. This metal-to-metal interface is designed
to prevent flow from passing between the valve housing and
the opening prong. The metal-to-metal interface isolates the
flapper and seat from fluid flow while the valve is open. This
design creates a metal-to-metal interface with the full force
exerted by the hydraulic piston, minus the spring
compression force, holding the two metal faces in contact.

Radius of Curvature at Flow Entrance

Halliburton conducted a study with various curvatures on
the entrance to the valve. The study tested abrasive fluids
flowing through different test subs and examined the
resulting wear patterns. As a result, an optimum radius of
curvature was determined and implemented on the valve
housings of all wireline-retrievable safety valves.
Opening Prong
Nose Seal
Ordering Information
CN00022

Specify: nipple bore; pressure and temperature rating requirements; setting

depth; service environment (standard, %H2S, %CO2, amines/other chemicals, Radius of Curvature
chloride content, etc.); API monogramming or other certification requirements; at Flow Entrance
special material requirements, if applicable.
Part Number Prefixes: 22FXE—flapper closure equalizing type, 22FXN— Cross-Section FXE
flapper closure non-equalizing type Flapper-Type Valve

7-14 Subsurface Safety Equipment

 Hydraulic Fluid Hydraulic Hydraulic
Port Pressure Pressure

Secondary Well Pressure

Valve on Seat Secondary
Valve off Seat
CN00128

Closed Equalizing Open

FXE Flapper Valves

FXE Flapper-Type Wireline-Retrievable Safety Valves

Mating Nipple Working
Tubing Size Hone Bore Valve ID Pressure Length*
in. mm in. mm in. mm psi kPa in. mm
1.710 43.43 0.62 15.75 10,000 68 948 36.2 920
2 3/8 60.33
1.875 47.63 0.75 19.05 10,000 68 948 36.5 927
2.125 53.98 0.81 20.57 15,000 103 421 38.5 978
2 7/8 73.03 2.188 55.58 0.81 20.57 15,000 103 421 38.5 978
2.313 58.75 1.12 28.45 10,000 68 948 39.6 1006
2.562 65.07 1.00 25.40 15,000 103 421 42.0 1067
3 1/2 88.90 2.750 69.85 1.50 38.10 10,000 68 948 44.8 1138
2.813 71.45 1.50 38.10 10,000 68 948 44.8 1138
4 101.60 3.313 84.15 1.75 44.45 10,000 68 948 46.5 1181
3.437 87.30 1.75 44.45 15,000 103 421 46.5 1181
4 1/2 114.30 3.688 93.68 1.87 47.50 15,000 103 421 43.0 1093
3.813 96.85 2.12 53.85 10,000 68 948 42.5 1080
5 127.00 4.125 104.78 2.38 57.15 8,000 55 158 47.5 1207
5 1/2 139.70 4.562 115.87 2.56 65.02 8,000 55 158 52.5 1334
5.750 146.05 3.38 85.85 7,000 48 263 65.0 1651
7 177.80 5.875 149.23 3.50 88.90 7,500 51 710 63.7 1618
5.963 151.46 3.50 88.90 7,000 48 263 70.0 1778

*Lengths are extended for setting depths greater than 1,000 ft.

Subsurface Safety Equipment 7-15

BigBore™ Wireline-Retrievable Safety Valves

Halliburton has applied the same Features

stringent testing used on its maximum
reliability tubing-retrievable safety
valves (TRSVs) to its BigBore™
wireline-retrievable safety valve. This
valve offers the durability and reliability
of Halliburton’s TRSVs through the
metal-to-metal sealing of the contoured
flapper, enhanced body connections,
and debris isolation. The contoured
flapper provides a large ID compared to
other valve designs while providing
enhanced flapper sealing.
Another significant feature of this valve
is its ease of on-location servicing. The
construction of the upper end of the
valve provides for easy access to the
valve’s external packing. Once the lock
is removed, the packing retainer sleeve
can be removed and serviced. The
savings made possible by an enlarged
ID, enhanced performance, and ease of
service have made it an excellent choice
for replacing equipment currently
installed in existing completions.
Applications
• New completions
• Replacement of existing wireline-
retrievable safety valves to provide
increased ID and reliability
• Metal-to-metal sealing contoured
flapper closure with large ID
Packing
• High-strength rod piston actuation Retainer Sleeve
• Dual-sealing minimized body
connections
• Enhanced debris isolation through
Rod Piston
metal-to-metal interface of flow
tube/bottom sub
Cleanout
• Radius of curvature at flow entrance Ports
• Equalizing feature available
• Designed for easy field servicing Enhanced
Body Connections
Benefits
• Metal-to-metal sealing for increased
reliability
• Increased durability and reliability
from piston arrangement and
minimized body connections
• Increased reliability through debris Spring
isolation
• Optimized flow entrance to
decrease wear
• Equalizing feature isolated from
well solids to enhance durability
• Reduced downtime and operating
costs as a result of ease of on-location
servicing of external packing Equalizing Feature

BigBore™ Wireline-Retrievable Safety Valves Contoured Flapper

Tubing Size Mating Nipple Hone Bore Valve ID Working Pressure

in. mm in. mm in. mm psi kPa
4 1/2 114.30 3.813 96.85 2.36 59.9 8,000 55 158
CN03595

Radius of Curvature
5 127.00 4.125 104.78 2.36 59.9 8,000 55 158
at Flow Entrance
5 1/2 139.70 4.562-4.813 115.87-122.25 3.00 76.2 6,000 41 369
7 177.80 5.750-5.963 146.05-149.23 4.125 104.8 5,000 34 474
BigBore™
Contoured Flapper Valve
9 5/8 244.47 8.325-8.500 211.45-215.9 6.00 152.4 5,000 34 474

*Lengths are extended for setting depths greater than 1,000 ft.
Ordering Information
Specify: nipple bore; pressure and temperature rating requirements; setting depth; service
environment (standard, %H2S, %CO2, amines/other chemicals, chloride content, etc.); necessity of API
monogramming or other certification requirements; special material requirements, if applicable.
Part Number Prefix: 22oo

7-16 Subsurface Safety Equipment

Otis® SAFETYSET® Lock Mandrel System

Halliburton’s Otis® SAFETYSET® lock • Large ID Options

mandrel system is a drive-down, jar-
up-to-set, no-go type system designed
specifically for surface-controlled
subsurface safety valve (SCSSV)
applications. This patented 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
• Locking sleeve locks in the direction • Designs are available for all Otis RQ
of flow. and RPT® landing nipple profiles.
• Optimum pressure-rating design on • Models are designed to land and
lock mandrel lock in any safety valve landing
• Anti-vibration ring in lock mandrel nipple with a no-go ID.
• Optional “UP” running tool allows
Benefits setting staggered seal safety valves.
• Helps eliminate the possibility of
subsurface safety valves being left
downhole without proper
installation or without control-line Fishing Neck
pressure integrity
• No shear pin damage to safety
equipment, seals, or sealing bores
• No presetting and false set
indications from premature pin
shearing Anti-Vibration
Ring
• Helps avoid a possible flow-out of
the subsurface safety valves to
surface
Locking Keys
• Minimal metal-to-metal abrasion
Locking Sleeve
from vibration
• Lock system is protected from
No-Go
unintentional unlocking by slickline Shoulder
tools passing through the ID.
Operation
Packing
The mechanical locking mechanism of
CN03547

and valve indicates a functional valve

securely locked into the landing nipple.
Applications
• Specifically designed for slickline-
retrievable SCSSV applications
• High flow rates
Features
• Lock mandrel can only lock in the
nipple after control-line integrity is
established.
• No shear pins in the running tool
• Running tool can be released only
after lock mandrel locks and SCSSV
is operable.
the running tool cannot be activated
until hydraulic control pressure has
opened the safety valve. Opening the
safety valve shifts the running tool
into locking mode. Upward strain on
the slickline toolstring props the keys
of the lock mandrel into position.
Upward jarring completes the locking
operation. The running tool is
designed to release automatically only
when the safety valve has been
opened, and the lock mandrel is
securely locked in position.
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: 711RQ—safety valve
landing nipple, 710SS—API monogrammed lock
mandrel, 710SSA—to fit RPT profile

Subsurface Safety Equipment 7-17

Surface-Controlled Subsurface
Safety Accessory Equipment
This section describes some of
Halliburton’s safety valve landing
nipples, hydraulic control lines,
protectors, and accessories.
Safety Valve Landing Nipples
Halliburton safety valve landing nipples
are designed to accept surface-
controlled, wireline-retrievable safety
valves. An internal profile has been
machined in these nipples to allow a
lock mandrel/safety valve to be landed
and locked in place. Nipples are
available with connections for one or
two external control lines and for
standard or heavyweight tubing with
corresponding honed-bore sizes.
These non-welded nipples feature a
slightly oval shape, which allows the
control port to be machined into the
wall of the nipple. This design
contrasts with models that have a
concentric nipple with a ported lug
welded to the side. Elimination of
welding helps prevent failure that can
be caused by uneven material
properties in the heat-affected zone of
a weld. An additional advantage of the
non-welded design is the solid
construction of the control-line
connection and protection portions of
the nipple. These raised areas of the
nipple protect the control-line
connection going into the hole and
pulling out. The non-welded nipples
can absorb shock without damage
while welded nipples often cannot.
Halliburton’s Otis® XXO and RRO
sliding sleeve nipples incorporate an
inner sleeve that can be closed during
testing and well cleanup and
subsequently opened to allow control
of the safety valve. The sleeve can be
opened by a wireline trip before the
safety valve is run, or a shifter mandrel
7-18
can be run with the safety valve. The
shifter mandrel opens the inner sleeve
when the valve is run and closes the
sleeve when the valve is retrieved.
Applications
• Designed to be made up and become
part of the tubing to accept surface-
controlled, wireline-retrievable
safety valves
Features
• Large ID is compatible with tubing
size and weight.
• Solid, non-welded control-line
connection and protection portion
of nipples
• Control port machined into
nipple wall
Benefits
• Wireline operator controls locating,
landing, and locking safety valve in
a preselected location.
• Locking principle is designed to
hold against pressure from either
direction and sudden and/or
repeated reversals of pressure.
CN00138
CN00140
• Rugged, non-welded design
Safety Valve Sliding Sleeve
Landing Nipple Landing Nipple
Ordering Information
Specify: tubing size, weight, grade, and thread;
casing size and weight; service environment
(standard, %H2S, %CO2, amines/other chemicals,
chloride content, etc.); size of nipple bore; sliding
sleeve required (Y/N); special material
requirements, if applicable.
Subsurface Safety Equipment
 Halliburton safety valve landing nipples
are offered in various combinations of
lock profiles and features. Standard
lock profiles are indicated by the last
two alpha characters of the part
number prefix as follows:
• XO—Otis® X® selective lock
• RO—Otis R® selective lock
• RQ—Otis RQ bottom no-go lock
• RP—Otis RP top no-go lock
A duplication of the first letter (XXO,
RRP, etc.) indicates equal bores and
single control-line access.
Other special features symbolized by
letter designations include:
• F—unequal upper and lower bores,
single control-line access
• H—equal, upper, middle, and lower
bores, dual control-line access
• K—equal middle and lower bores
smaller than upper bore, dual
control-line access
All of the above combinations are
shown in the chart below.

Safety Valve Landing Nipples

Upper Lower Part Number Prefix
Tubing Size Weight Packing Bore Packing Bore
711 721 711 721* 711 711 711 711 711 711 711 711 711
in. mm lb/ft kg/m in. mm in. mm XXO XXO RRO RRO RRP RRQ FRP FRQ HRQ KRQ XXN FXO HXO
1.660 42.16 2.40 3.57 1.250 31.75 ! ! ! !
1.900 48.26 2.90 4.32 1.500 38.10 ! !
2.063 52.40 3.25 4.84 1.625 41.28 ! !
4.6-7.3 6.85-10.86 1.500 38.10 !
4.6-7.3 6.85-10.86 1.625 41.28 !
2 3/8 60.33
4.6-6.2 6.85-9.23 1.710 43.43 ! !
4.6-4.7 6.85-6.99 1.875 47.63 ! ! !
6.4-11.65 9.52-17.34 1.875 47.63 !
6.4-8.9 9.52-13.24 2.125 53.98 ! !
2 7/8 73.03
6.4-7.9 9.52-11.76 2.188 55.58 ! !
6.4-6.5 9.52-9.67 2.313 58.75 ! ! " " !
7.7-16.7 11.46-24.85 2.313 58.75 ! " "
10.3-12.95 15.33-19.27 2.562 65.07 ! !
3 1/2 88.90
9.2-10.3 13.69-15.33 2.750 69.85 ! ! !
9.2-9.3 13.69-13.84 2.813 71.45 ! ! " " !
11.6-13.4 17.26-19.94 3.125 79.38 ! !
4 101.60
9.4-10.9 13.99-16.22 3.313 84.15 ! ! !
16.9-19.2 25.15-28.57 3.437 87.30 ! !
4 1/2 114.30 13.5-15.5 20.09-23.07 3.688 93.68 ! ! " "
10.5-12.75 15.63-18.97 3.813 96.85 ! ! " " " ! !
18-20.80 26.79-30.95 4.000 101.60 ! ! " ! !
5 127.00 15-18 22.32-26.79 4.125 104.78 ! ! ! " " " ! !
11.5-13 17.11-19.35 4.313 109.55 ! ! " " "
23-26 34.23-38.69 4.313 109.55 ! ! " " "
20-23 29.76-34.23 4.437 112.70 " "
5 1/2 139.70
13-20 19.35-29.76 4.562 115.87 ! ! " " " ! !
13-20 19.35-29.76 4.562 115.87 4.437 112.7 " " "
17-35 25.30-52.09 5.750 146.05 " "
17-35 25.30-52.09 5.875 149.23 ! " " "
17.35 25.30-52.09 5.875 149.23 5.750 146.1 " " "
7 177.80 23-32 34.23-47.62 5.963 151.46 ! ! " " !
23-32 34.23-47.62 5.963 151.46 5.750 146.1 !
26-29 38.69-43.16 6.000 152.40 ! " " "
26-29 38.69-43.16 6.000 152.40 5.963 151.5 " " " !
9 5/8 244.48 53.50 79.62 8.375 212.73 8.250 209.6 " " "

! Standard design available.

" Standard or SAFETYSET® compatible designs available for no-go nipples. Additional sizes available upon request.
Note: Packing bore sizes apply for upper and lower bores when one size indicated.
*Includes sliding sleeve device

Subsurface Safety Equipment 7-19

Hydraulic Control Lines

Halliburton provides the accessory have no cable; however, a protective

equipment to complete any surface- cable on either side of the control line
controlled subsurface safety valve can be ordered.
(SCSSV) installation.
Installation
Halliburton control lines are available Control lines are attached to subsurface
in a variety of sizes and materials for controls with appropriate tube fitting Control-Line Tubing
SCSSVs. Control lines are assembled on and pressure-tested before running into
reels filled with fluid and pressure- the wellbore. Line spools are hung in
tested. Reel spools are designed so the derrick, and control line is paid out
pressure can be applied at any time as tubing is run.
during running to check the integrity of
the control line. Halliburton offers Applications
hydraulic control lines made from two Control-Line Protectors
• For surface-controlled subsurface
different manufacturing processes that
safety valves
conform to ASTM specifications: (1)
seamless, and (2) welded and sunk. Features
Seamless • Different lengths of control line in
Tubing is fabricated from a solid rod. continuous coil
The process involves forcing a mandrel • Wide variety of materials offered:
or punch through the solid rod to form stainless, Monel® and Incoloy® 825
a tube. The continuous lengths alloys
available from this process are limited.
• Control lines are offered in various
Welded and Sunk encapsulated options.
Tubing is fabricated from flat stock. The • All control lines conform to ASTM
process involves rolling the stock into a specifications.
cylinder and welding the seam. Once in
• Lines are available in other sizes
tube form, it is drawn through a die to
on request.
achieve the proper OD. This process is
considerably less costly than the Benefits Safety Valve
seamless method and yields lines Landing Nipple
available in continuous lengths with no • Wide assortment for almost
butt-welded connections. every need

Optional single and dual lines with

protective encapsulation are available.
The material is suitable for use in most
Monel and Incoloy are registered trademarks of
annular fluids. Encapsulation protects Huntington Alloys.
the lines from damage during
CN00134

installation and simplifies the running

process. The dual-encapsulated line is
used with “balanced” SCSSVs or
Typical Surface-Controlled
injection wells in which multiple lines Subsurface Safety Valves (SCSSV)
are required. As an option, a protective Installation and Accessories
cable between two control lines is
available. Single-encapsulated lines

7-20 Subsurface Safety Equipment

Control-Line Protectors

Halliburton offers two types of
control-line protectors, both designed
to provide maximum control-line
protection. The first type of protector
is a unique design that combines a
steel outer shell and a resilient inner
liner. The second type is all metal,
which provides full over-the-coupling
protection for virtually any size ESP
cable, bare tube, or encapsulated
bundle configuration. The all-metal
protector is also available for mid-
joint applications.
A variety of channels that can
accommodate a combination of bare
control lines and/or dual encapsulated
control line is offered for each of
the protectors.
Both types of protectors use a tapered
pin lock to provide maximum gripping
force. The tapered pin lock can be
installed by hand and driven to the
locked position by a pneumatic
hammer or a manual hammer tool.
Monel and Incoloy are registered trademarks of
Huntington Alloys.

Control-Line Tubing
OD Wall Thickness
Material Type
in. mm in. mm
0.049 1.24 316L Seamless
0.049 1.24 316L Welded and Sunk
0.065 1.65 316L Seamless

0.045 1.14 Monel® 400 Seamless

1/4 6.35 0.049 1.24 Monel 400 Seamless

0.049 1.24 Incoloy® 825 Seamless

0.049 1.24 Incoloy 825 Welded and Sunk
0.065 1.65 Incoloy 825 Seamless
0.065 1.65 Incoloy 825 Welded and Sunk
Ordering Information
Control-Line Protectors
Specify: tubing size, casing size, and weight; control line size; number of control lines;
if encapsulated, specify shape and dimensions.
Ordering Information
Control Lines
Specify: size (OD, wall thickness, and length); seamless or welded and sunk; single or
dual; encapsulated with or without stress cable; material (304L SS, 316L SS, AISI 1010
Alloy, Monel, Incoloy 825).
Part Number Prefixes: 22SMS—seamless Monel, 22SXX—welded and sunk, 22SSS—
seamless stainless steel, 22SNS—Incoloy 825

Subsurface Safety Equipment 7-21

STORM CHOKE® Safety Valves
STORM CHOKE® safety valves are subsurface-controlled
valves that are actuated by changing well conditions. They
are available in velocity-type and tubing pressure-type
(ambient) models.

Velocity-Type Safety Valves

STORM CHOKE J Safety Valves
Halliburton STORM CHOKE J safety valves are velocity- Lock
type, wireline-retrievable valves that are normally opened, Mandrel
direct-controlled valves. These valves operate on a spring-
loaded, flow bean, pressure-differential principle and are
designed for high-volume wells. A through-conduit design Landing
lessens turbulence and the possibility of sanding-up after Nipple
closing. A detent mechanism provides a positive snap action
closure at the predetermined disaster rate of the valve. A
metal-to-metal ball and seat assembly is used for the primary
closure mechanism seal.
Equalizing
When the valve is operating, a spring holds it off its seat until
Sub
the well flow reaches a predetermined rate. When the
pressure differential across the bean exceeds the spring force,
as a result of a rupture in a flowline or the surface equipment,
Top Sub
the valve is designed to close and shut the well. To reopen, the
valve pressure must be fully equalized either by applying
pressure in the tubing from the surface or by running a prong
to allow equalization from below. When pressure is Piston
equalized, the spring will open the valve automatically.

Applications Spring
• High-rate wells
• Ideal for deep-set applications Spacer(s)
• Wells that do not have provisions for surface-controlled
valves
Detent
Features Mechanism
• Detent mechanism
• Metal-to-metal ball and seat assembly Bean
• Through-conduit design
CN03596

Benefits Ball and

Seat
• Positive snap-action closure
STORM CHOKE®
• Through-conduit design lessens turbulence and J Safety Valve
sand-fouling problems.
• Run and set by standard wireline methods Note: Direct-controlled subsurface safety valves close only under
• Adaptable to any Halliburton lock mandrel predetermined conditions. In many cases, surface-controlled
• Can be located in any Halliburton landing nipple safety valves are preferable.

7-22 Subsurface Safety Equipment

 Velocity-Type Safety Valves (Ball-Type Closure)
Compatible Lock
Nominal Size Mandrel OD ID w/o Bean Top Thread (Box)
in. mm in. mm in. mm
1.250 S 1.190 30.23 0.380 9.65 3/4 -16 UNF
1 1/4 31.75
 1.190 30.23 0.380 9.65 7/8 -20 UNF
1.250 X
1.500 S 1.410 35.81 0.680 17.27 7/8 -14 UNF
1 1/2 38.10
1.500 X 1.410 35.81 0.680 17.27 1 1/8 -16 UN
 1.690 42.93 0.680 17.27 1 1/8 -16 UN
1.710 R
2 50.80 1.875 X 1.750 44.45 0.750 19.05 1 3/8 -14 UNS
1.875 S 1.750 44.45 0.750 19.05 1 3/16 -14 UNS
2.125 R 1.910 48.51 0.810 20.57 1 3/8 -14 UNS
2.180 R 2.000 50.80 0.750 19.05 1 3/4 -12 UN
2 1/2 63.50
2.313 X 2.120 53.85 1.000 25.40 1 3/4 -12 UN
2.313 S 2.120 53.85 1.000 25.40 1 3/16 -12 UNS
2.562 R 2.280 57.91 1.190 30.23 2 -12 SLB
2.562 R 2.310 58.67 1.000 25.40 2 -12 SLB
3 1/2 88.90
2.750 X 2.730 69.34 1.500 38.10 2 1/4 -12 SLB
2.750 S 2.730 69.34 1.500 38.10 2 -12 UN
4 101.60 3.313 X 3.120 79.25 1.500 38.10 2 3/4 -12 SLB
3.688 R 3.440 87.38 2.000 50.80 3 1/16 -12 SLB
4 1/2 114.30 3.813 X 3.720 94.49 2.000 50.80 3 1/16 -12 SLB
3.813 S 3.720 94.49 2.000 50.80 2 7/8 -12 UN
5 127.00 4.125 R 3.880 98.55 2.000 50.80 3 1/4 -12 SLB
4.562 X 4.420 112.27 2.500 63.50 4 -12 SLB
5 1/2 139.70
5.250 R 4.950 125.73 2.750 69.85 4 1/2 -8 SLB
7 177.80 5.875 R 5.730 145.54 3.500 88.90 5 1/16 -8 SLB

Ordering Information
Specify: nipple bore and lock profile, service (standard, %H2S, %CO2, amines), pressure and temperature requirements, closing rate or bean size,
necessity of API monogramming or other certification requirements.
Part Number Prefix: ball-closure—22JO, JOR, JOS, JOX

Subsurface Safety Equipment 7-23

Tubing-Pressure (Ambient) Safety Valves
Halliburton’s STORM CHOKE® H and K safety valves are Lock Mandrel
described below.

STORM CHOKE H Safety Valves

Halliburton STORM CHOKE H safety valves are ambient-
type, wireline-retrievable valves that are normally closed and
precharged with a set dome pressure. When the well’s flowing
pressure drops below the predetermined dome-pressure
charge as a result of a rupture in the flowline or surface Equalizing Sub
equipment, the dome pressure and valve spring are designed
to close the valve, shutting in the well.

The H valve is used in wells producing large volumes of

abrasive fluids. Its large bore is not restricted by a flow bean.
The valve is designed to resist pressure surges. A metal-to-
metal ball and seat is used as the primary closure mechanism. Top Sub

The H valve is ideal for protecting wells with declining

bottomhole pressure as this valve is tubing-pressure sensitive
instead of velocity sensitive. To reopen, the valve pressure
must be fully equalized either by applying pressure in the
tubing from the surface or by running a prong to allow Piston
equalization from below. The valve will reopen when the
tubing pressure, acting on the internal piston area,
Spring
overcomes the dome charge.

Applications Dome Pressure

Chamber
• Wells producing large volumes of abrasive fluids
• Wells with declining bottomhole pressure
• Wells that do not have provisions for
Body
surface-controlled valves

Features
• Large bore is not restricted by a flow bean
• Metal-to-metal ball and seat
CN00032

Ball and Seat

• Designed to resist pressure surges

Benefits
STORM CHOKE®
• Valve closes as flowing conditions change H Safety Valve

• Ball closure cleans itself of debris.

• Can be used in severe environment wells
• Designed to resist pressure surges
• Installed and retrieved under pressure by wireline
methods
• Adaptable to any Halliburton lock mandrel
• Can be located in any Halliburton landing nipple
• Straight-through flow path

7-24 Subsurface Safety Equipment

 Ambient Safety Valves (Ball-Type Closure)
Compatible
Nominal Lock Top Thread
Size Mandrel OD ID (Box)
in. mm in. mm in. mm
1.875 S 1.750 44.45 0.750 19.05 1 3/16 -14 UNS
2 50.80
 1.750 44.45 0.750 19.05 1 3/8-14 UNS
1.875 X
2.313 S 2.120 53.85 1.000 25.40 1 3/16 -12 UN
2 1/2 63.50
2.313 X 2.140 54.36 1.000 25.40 1 3/4 -12 UN
3 1/2 88.90 2.750 S 2.730 69.34 1.500 38.10 2 -12 UN
4 1/2 114.30 3.813 S 3.720 94.49 2.000 50.80 2 7/8 -12 UN

Ordering Information
Specify: nipple bore and lock profile, service (standard, %H2S, %CO2, amines), pressure and temperature
requirements, flowing pressure at closing rate, necessity of API monogramming or other certification
requirements.
Part Number Prefix: ball-closure—22HO, HOS, HOX

Subsurface Safety Equipment 7-25

STORM CHOKE® K Safety Valves
Halliburton STORM CHOKE® K safety valves are ambient- Lock Mandrel
type, wireline-retrievable valves with the largest flow area of all
direct-controlled safety valves on the market. They are ideally
suited for high-volume, low-pressure wells. These valves are
normally closed and precharged with a set dome pressure.

When the well’s flowing pressure drops below the Equalizing Sub
predetermined dome-pressure charge due to a rupture in
flowline or surface equipment, the dome pressure and main
valve spring close the valve, shutting in the well below the Top Sub
earth’s surface. This valve contains a detent mechanism to
provide a positive snap-action closure at the predetermined
disaster rate of the valve. Its bore is not restricted by a flow
bean. The valve is designed to resist pressure surges. A metal-
to-metal poppet valve and seat comprise the valve’s primary Valve Piston
closure mechanism.
Spring
The K valve is ideal for protecting wells with declining Rod
bottomhole pressure. This valve closes in situations where a
pressure decline would not activate a valve with a flow bean.
Valve Body
To reopen the valve, the operator must fully equalize pressure
either by applying pressure in the tubing from the surface or
by an equalizing prong. The valve will reopen when the
tubing pressure acting on the internal piston area overcomes
the dome charge.
Applications Detent Mechanism

• Wells with declining bottomhole pressure

Dome Pressure
• High-volume, low-pressure wells Chamber
• Wells that do not have provisions for
surface-controlled valves
CN00033

Features
• Poppet closure
STORM CHOKE®
• Large ports with capacity for high-volume wells K Safety Valve
• Designed to resist pressure surges
Benefits
• Installed and retrieved under pressure by wireline
methods
• Adaptable to any Halliburton lock mandrel
• Can be located in any Halliburton landing nipple

7-26 Subsurface Safety Equipment

 Ambient Safety Valves (Poppet-Type Closure)
Compatible Lock
Nominal Size Mandrel OD ID Top Thread (Box)

in. mm in. mm in. mm

1.875 S 1.750 44.45 0.650 16.51 1 3/16 -14 UNS

2 50.80
1.875 X 1.750 44.45 0.970 24.64 1 3/8 -14 UN
2.313 S 2.170 55.12 1.250 31.75 1 3/16 -12 UN
2 1/2 63.50
2.313 X 2.160 54.86 1.380 32.51 1 3/4 -12 UN
3 1/2 88.90 2.750 X 2.500 63.50 1.620 41.15 2 1/4 -12 SLB
4 101.60 3.313 X 3.120 79.25 2.120 53.85 2 3/4 -12 SLB
4 1/2 114.30 3.813 X 3.500 88.90 2.250-2.41 57.15-61.21 3 1/16 -12 SLB
5 127.00 4.125 X 3.880 98.55 2.41 61.21 3 1/4-12.5 SLB
5 1/2 139.70 4.562 X 4.440 112.78 2.880 73.15 4 -12-SLB
7 177.8 5.750 X 5.400 137.16 3.50 88.90 4 15/16-8 SLB

Ordering Information
Specify: nipple bore and lock profile, service (standard, %H2S, %CO2, amines), pressure and temperature
requirements, flowing pressure at closing rate, necessity of API monogramming or other certification requirements.
Part Number Prefix: poppet-closure—22KX, KS

Subsurface Safety Equipment 7-27

Injection Safety Valves

PES® WI Retrievable Injection Valve

The PES® WI retrievable injection valve is a high-
performance, high flow-rate injection valve.
High throughput is achieved by a unique valve configuration
that minimizes turbulent and potentially erosive flow.
Operation is not dependent on a specific flow rate, pressure
or setting depth, negating the need for adjustment over time.
The valve incorporates a metal-to-metal valve and seat that is
energized by the combination of an integral spring and well
pressure acting from below.
The WI injection valve can be deployed on a wireline lock or
through-tubing pack-off device providing flexibility that is
not available with alternative injection valve systems.
As a result of the simple design with fewer parts, redress and
repair costs are considerably lower than those for other
injection valve systems.
Applications
The WI injection valve is primarily used in water injection
applications as an alternative to conventional tubing or
wireline-set safety valves. The valve is also commonly used as
a retrofit solution in water injectors where a tubing to
annulus leak has occurred. The valve can be deployed below
the leak point to eliminate uncontrolled annulus pressure
increases when the injection stops.
Features
• Compatible with all known lock systems
• Enhanced internal flow profile
• Simple design and construction
• Flow-loop testing performed to establish pressure drop
versus pump rate

Ordering Information
Specify: nipple bore and lock profile, service (standard, %H2O, %CO2,
amines), pressure rating and temperature, flow rate.
Part Number Prefix: 610WI0
CN05801

PES® WI Retrievable
Injection Valve

7-28 Subsurface Safety Equipment

Benefits
• The WI injection valve is a stand-alone device which can • Operation is not dependent on injection pressure or flow
be configured to run with any retrievable packer or any rate, and there is no requirement for adjustment to the
wireline lock system. WI injection valve for setting depth.
• Minimizes the possibility of turbulent flow damage to • Low maintenance costs resulting from a simple design
the tubing or casing. Injected fluid exits through a
tapered end cap to further reduce turbulence on entering
the tubing.

PES® WI Retrievable Injection Valves

Maximum OD Pressure Rating Temperature
in. mm Below psi Below bar °F °C
2.625 66.68 5,000 344.5 275 135
3.25 82.55 5,000 344.5 275 135
2.625 66.68 5,000 344.5 275 135
3.63 92.20 5,000 344.5 275 135
3.395 86.23 5,000 344.5 324 162
4.25 107.95 5,000 344.5 324 162
3.505 89.03 5,000 344.5 324 162
3.665 93.09 10,000 689.0 324 162
3.78 96.01 6,000 413.4 275 135
3.97 100.84 5,000 344.5 324 162
4.26 108.20 5,000 344.5 324 162
4.51 114.55 5,000 344.5 275 135
4.365 110.87 5,000 344.5 324 162
4.365 110.87 5,000 344.5 275 135
4.89 124.20 5,000 344.5 324 162
5.7 144.78 5,000 344.5 324 162
5.6 142.24 5,000 344.5 324 162

Subsurface Safety Equipment 7-29

MC Injection Valves
Halliburton MC (flapper-type) injection valves are used in
injection wells to automatically shut in the tubing string
when injection stops or flow reverses. MC injection valves are
spring-loaded, wireline-retrievable valves with large bores. Top Sub
The MC injection valves also feature sealing areas that are out
of the direct flow path.
These valves are designed to be held open by injection
pressure for fluid passage. If injection flow becomes static or
reverses for any reason, the spring and/or reverse flow causes
the valves to close. These valves are designed to remain closed
until pressure differential across the valves is equalized and
Orifice
injection is resumed.

Applications
• Injection wells
Housing
Features
• MC valves have sealing areas that are out of the direct
flow path. Flow Tube

Benefits
• Valves designed to automatically shut in tubing string if
injection is stopped or if flow reverses Flapper
CN03597

• Installed and retrieved by wireline under pressure

• Designed to be set on various Halliburton lock mandrels
MC Injection
Valve

7-30 Subsurface Safety Equipment

 MC Injection Valves (Flapper-Type Closure)
Compatible
Lock ID Top Thread
Nominal Size Mandrel OD w/o Bean (Box)
in. mm in. mm in. mm
1 1/2 38.10 1.500 X 1.420 36.07 0.750 19.05 1 1/8-16 UN

2 50.80 1.875 X 1.760 44.70 0.810 20.57 1 3/8-14 UN

2 1/2 63.50 2.313 X 2.180 55.37 1.000 25.40 1 3/4-12 UN

88.90  2.310 58.67 1.000 25.40 2-12 SLB

2.562 R
3 1/2
88.90 2.750 X 2.620 66.55 1.380 35.05 2 1/4-12 SLB
4 101.60 3.313 X 3.270 83.06 1.830 46.48 2 3/4-12 SLB
114.30 3.688 R 3.430 87.12 1.380 35.05 3 1/16-12 SLB
4 1/2
114.30 3.813 X 3.710 94.23 2.000 50.80 3 1/16-12 SLB
5 127.00 4.125 X 3.880 98.55 2.000 50.80 3 1/4-12 SLB
5 1/2 139.70 4.562 X 4.420 112.27 2.620 66.55 4-12 SLB
7 177.80 5.962 R 5.900 149.86 3.500 88.90 5 1/16-8 SLB

Ordering Information
Specify: nipple bore and lock profile, service (standard, %H2O, %CO2, amines), pressure rating
and temperature, flow rate.
Part Number Prefix: flapper-type—22MCR, MCX

Subsurface Safety Equipment 7-31

Annular Safety Systems
Annular vent sleeve valves and one-trip
annular safety systems are described in
this section.
PES® AV5 Annulus Safety Valve • Secondary release method available
The PES® AV5 annulus safety valve is a
fully retrievable high performance
annulus safety system packer with
integral annulus safety valve. The
system provides annular bypass
through a hydraulically operated valve
array. The AV5 system is run in a single
trip in conjunction with a setting sub.
Applications
The AV5 system is used for the control
of annulus fluids in gas lift applications,
for the monitoring of annulus pressures
in critical situations, and in one- or
two-trip annulus safety system
completions. The completion can be
run to depth and set with the surface
tubing hanger flanged up.
It can also be used in completions
where spacing out against a subsurface
tubing hanger is required, i.e., no
elastomeric expansion joint needed.
The tailpipe can be left in either tension
or compression.
It can be used where high tensile loads
and pressure differentials exist with the
completion anchored in unsupported
or poor condition casing.
Features
• Interlock system prevents pre-set
• Tubing test facility while running
• Hydraulically set in one trip on
tubing with no mandrel movement
• Annulus-mounted release
mechanism
• Internal/external components
rotationally locked together
• Element anti-extrusion system
7-32
• One trip system allows multiple
control line bypass
• Premium thread connections—no
elastomeric seals tubing to annulus
with simple tubing cut
Benefits
• Tubing test facility also allows
setting and testing of hydraulic
production packer prior to ASV
setting.
• The AV5 provides ability to act as
redundant wellhead.
• Multiple control line bypass allows
for safety valve control, chemical
injection, and the addition of DHG
below the ASV.
• Multicone slip provides large casing
contact which minimizes slip to
casing stress levels.
• Single elastomeric seal between
lower and upper annulus minimizes
potential leak paths. All other
elastomeric seals are redundant
after setting procedure.
• Annulus release mechanism
removes potential leak path tubing
to annulus and cannot be
accidentally released during wireline
runs.
• ASV is run and retrieved with
production tubing.
CN06487
PES® AV5
Annulus Safety Valve
Subsurface Safety Equipment
 PES® AV5-Annulus Safety Valve
Casing

Size Weight Thread Size Max OD Min. ID Pressure Rating

in. mm lb/ft kg/m in. mm in. mm in. mm Below psi Below bar
47 69.96 8.475 215.27
9 5/8 244.48 5 1/2 139.7 4.680 118.87 5,000 344.5
53 78.87 8.250 215.9
10 3/4 273.05 55 81.85 5 1/2 139.7 9.478 240.74 4.680 118.87 5,000 344.5

Ordering Information
Specify: Casing size and weight; tubing size; weight; grade; and thread; service environment (standard, %H2O, %CO2, amines/
other chemicals, chloride content, pressures, temperatures, etc.); maximum differential pressure requirement.

Subsurface Safety Equipment 7-33

Annular Vent/Injection Sleeve Valves
An annular vent sleeve valve communicates between the Hydraulic
casing annulus and producing formation. The valve is a Control Line
hydraulically operated sliding sleeve device like a surface-
controlled subsurface safety valve with a hydraulic piston and Vent Gas
a power spring to maintain the valve in a normally closed
position. The valve is used with a bull plug on top or as an
annular safety valve by providing annular bypass while
control pressure is applied. With an electrical feed-through
device, this valve functions through a single packer mandrel
as an electric power cable passage and annular bypass.

On a dual hydraulic packer, the valve operates by a common

hydraulic control line that sets the packer and operates the
tubing-retrievable safety valve. Hydraulic pressure from the Production

CN03598
control line shifts the valve open to create a flow path across Fluid
the packer in the annulus. Spring force closes the valve upon
loss of control-line pressure to the piston. If the valve Electric Submersible
becomes inoperable or closed, an emergency shear feature Pump Application
allows fluid to be pumped into the producing formation
from the annulus. Hydraulic
Control
Line
Injected
Gas

Production
CN00100

Fluid

Annular Safety
Valve Application

7-34 Subsurface Safety Equipment

 Application Hydraulic
Control Line
• Can be used in gas lift and electric submersible pump
situations

Features
• Vent gas and electric pump cable use the same
packer bore.
• Accurate fluid-level shot during pumping because of
large ported area through the vent sleeve Piston
• Maximum gas vent flow area allows increased gas flow
rates and lower circulating pressures.
• Valve will shut off flow from either direction—
production or injection.

Benefits Power Spring

• Vent gas and electric pump cable use the same
packer bore.
• In emergency situations, the valve can be pumped Closing
through without control-line pressure for circulation or Sleeve
kill operations. Flow Ports
• Can be operated with common control line used to Emergency
Shear Sub
operate subsurface safety valves
CN03599

Annular Vent
Sleeve Valve

Surface-Controlled Annular Vent Sleeve Safety Valve

Control Max
Nominal Line Eccentric Concentric Flow Working Setting
Size Connection Connection OD OD ID Area Pressure Depth*

in. mm in. mm in. mm in. mm in. mm in. mm in.2 cm2 psi kPa ft m

1.900 EU 48.26 EU 1/8 3.18 3.110 78.99 2.510 63.75 1.250 31.75 1.130 7.30 5,000 34 474 600 182.9
2 50.80 NPT NPT
2 3/8 EU 60.33 EU 3.690 93.73 3.090 78.49 1.830 46.48 1.510 9.70 3,000 20 684 500 152.4
1/8 3.18
2 1/2 63.50 2 7/8 EU 73.03 EU 4.140 105.20 3.700 93.98 2.200 55.90 3.440 22.20 3,000 20 684 1,000 304.8
NPT NPT

*Recommended measurements
Ordering Information
Specify: casing size and weight; tubing size, weight, grade, and thread; service (standard, %H2S, %CO2, amines); setting depth of valve; cable size for electric
submersible pump temperature and pressure requirements.
Part Number Prefix: vent sleeve—778AVS

Subsurface Safety Equipment 7-35

Safety Monitoring and Control Systems

Halliburton’s control expertise extends to the entire safety Specifications

system. This knowledge is applied to develop and integrate
• Pressure Rating
surface-controlled subsurface safety valves, surface safety
valves, and production automation equipment. 6,000 psi (41.37 MPa)
10,000 psi (69.95 MPa)
Safety Control Panels 15,000 psi (103.42 MPa)
Halliburton safety control panels control the operation of • Temperature Rating
surface and subsurface safety valves. In normal applications, 0 to 250°F (-18.0 to 121.1°C)
pneumatic control pressure operates the surface safety valve,
and hydraulic pressure operates the subsurface safety valve. Options
In most high-pressure applications, hydraulic control
pressure operates the surface safety valve. • Single or dual hydraulic pumps (user-specified)
• Sequential or non-sequential safety valve opening
The safety control panel contains all the logic circuits and shut-in
required to properly sequence the opening and closing of
• Surface control only or surface and subsurface control
both the surface and subsurface safety valves. Stainless steel
cabinetry and a weather-tight door protect panel-mounted • Hydraulic or pneumatic output for surface control
components. Stainless steel fittings, tubing, and components • External pilot control or panel-mounted internal
are standard for offshore service. pilot control

For single well controls, the hand pump operation is
mounted at the front of the unit for easy operation and easy
reference of hydraulic gauges during pumping. Operating
instructions and a system schematic are mounted on the
door for permanent, quick reference.
• Standard or H2S service with captured exhaust
• Available with or without a telemetry interface
c f

Features g
b
• Provides logic and control for both surface and
subsurface safety valves j
i
• Portable, lightweight construction b h
• Enclosure design provides protection for the panel- d
mounted components and easy maintenance. e

Benefits
CN00106

• Unit’s surface and subsurface valve control capability
provide extra safety for operating personnel.
• Durable construction provides economic, long-term
operation.
• Field personnel can monitor well pressure with just one
glance and accurately adjust pressure limits.
a
Typical remote-control surface and subsurface safety
system components: a) surface-controlled safety valve,
b) manual gate valve, c) pneumatic surface safety
valve, d) hydraulic surface safety valve,
e) control line, f) emergency shutdown valve,
g) fusible plug, h) monitor pilot, i) safety control panel,
j) low-pressure air or gas source

7-36 Subsurface Safety Equipment

Automated Safety Systems

Halliburton’s automated safety systems combine electronic • Unmanned wellsites add an extra measure of safety
monitoring and intelligent control for both land and offshore to operations.
operations. These systems are designed to provide well
control either from a central field location or from an Specifications
engineering or operations location hundreds of miles away. • Operating Pressures
0 to 15,000 psi (0 to 103.42 MPa)
Features
• Temperature Rating
• A self-contained control unit is placed at or near -40 to 185°F (-40 to 85°C)
each well.
• Compliance
• High-resolution transducers mounted on the wellhead Available in intrinsically safe or explosion-proof models
electronically monitor conditions.
• The controller contains built-in alarms that monitor Options
pressure, temperature, fire detectors, and erosion probes.
• Emergency shutdown station
The controller also controls the safety valves at the
wellhead. • Hazardous-gas detectors
• A master station monitors all wells from a central • Choke control
location with Supervisory Control and Data Acquisition • Non-critical well-parameter monitoring
(SCADA) software.
• Solar power
Benefits • Controls for multiwell platforms or wellhead clusters

• The unit allows operators to monitor numerous wells

economically by using a centralized master station
computer.

m
h
c

m
i

b d
j
CN03602

f k
e

a
g l

Typical remote-control surface and subsurface safety system components: a) casing pressure
transmitter, b) wellhead pressure transmitter, c) production choke/actuator assembly, d) flowline
temperature transmitter, e) flowline pressure transmitter, f) electrical lines, g) hydraulic lines,
h) radio system, i) solar power system, j) hydraulic/pneumatic/battery section, k) electronics section, l)
accumulators, m) surface safety valve

Subsurface Safety Equipment 7-37

7-38 Subsurface Safety Equipment