Tackmaster Ops Manual 11.2010

Trackmaster® Plus
Wellbore Departure Systems
Operating Instructions
ES20.39754H
Table of Contents
Section 1 ........................................................................................................................................................................ 1
1.0 Introduction ....................................................................................................................................... 1
1.1 Trackmaster® Plus Wellbore Departure Systems ................................................................ 1
1.2 Innovative Features ............................................................................................................. 2
1.2.1 Multi-Ramp Whipstock ........................................................................................ 2
1.2.2 Mill/Whip Hook-up .............................................................................................. 2
1.2.3 Whipstock System Retrieval ................................................................................ 3
1.3 Trackmaster Plus Anchor Systems ..................................................................................... 4
1.3.1 Trackmaster Plus Hydraulic Anchor .................................................................... 4
1.3.2 Trackmaster Plus Hydraulic Anchor with Pack-off Element ............................... 4
1.3.3 Trackmaster Plus Mechanical Anchor .................................................................. 4
1.3.4 Trackmaster Plus Inflatable Anchor ..................................................................... 5
1.3.5 Trackmaster Plus Expandable Anchor.................................................................. 5
1.3.6 Trackmaster Plus Canfish Anchor (Mechanical) .................................................. 5
1.4 The Trackmaster Plus Mills ................................................................................................ 6
1.4.1 Trackmaster Plus FasTrack Tri-Mill .................................................................... 6
1.4.2 Trackmaster Plus Hard Formation Bi-Mill ........................................................... 6
1.4.3 Trackmaster Plus GeoTrack Mill ......................................................................... 7
1.4.4 Trackmaster CRA Milling System ....................................................................... 7
1.5 Hydraulic Running Tool ..................................................................................................... 8
1.6 Non Advancing Multi-Cycle Bypass Valve........................................................................ 8
1.7 Retrievable Features ........................................................................................................... 9
1.7.1 Hook Assembly Retrieval Tool ............................................................................ 9
1.7.2 Die Collar Assembly Retrieval Tool .................................................................... 9
Section 2 ...................................................................................................................................................................... 10
2.0 Equipment for Sidetrack ................................................................................................................. 10
2.1 Shop Tools Required ........................................................................................................ 10
2.2 Recommended Spares and Redress Kit ............................................................................ 10
2.3 Bottom Hole Assembly Components................................................................................ 11
2.3.1 Well Preparation ................................................................................................. 11
2.3.2 Sidetrack ............................................................................................................. 11
2.3.3 Retrieval ............................................................................................................. 11
2.4 Service Facility Checks .................................................................................................... 12
Section 3 ...................................................................................................................................................................... 13
3.0 Preparation for Sidetrack ................................................................................................................ 13
3.1 Equipment ......................................................................................................................... 13
3.2 Well Preparation ............................................................................................................... 13
3.3 Milling Fluid Guidelines................................................................................................... 14
3.4 Non Advancing Multi-Cycle Bypass Valve Rig Test Procedure ...................................... 15
3.5 To Reset the NAMCBPV to the Start Position ................................................................. 20
Section 4 ...................................................................................................................................................................... 22
4.0 Trackmaster Plus System Make up Procedure ................................................................................ 22
Section 5 ...................................................................................................................................................................... 29
5.0 Running Procedure.......................................................................................................................... 29
5.1 Run the Whipstock Assembly........................................................................................... 29
5.2 Orient the Whipstock Assembly ....................................................................................... 30
5.3 Set the Whipstock Assembly ............................................................................................ 30
5.3.1 Trackmaster Plus Hydraulic Anchor .................................................................. 30
5.3.2 Trackmaster Plus Expandable Anchor................................................................ 31
5.3.3 Trackmaster Plus Mechanical Anchor ................................................................ 31
5.4 Break the Mill from the Whip........................................................................................... 32
5.4.1 Trackmaster Plus Hydraulic Anchor .................................................................. 32
5.4.2 Trackmaster Plus Expandable Anchor................................................................ 32
5.4.3 Trackmaster Plus Mechanical Anchor ................................................................ 33
5.4.4 Trackmaster Plus Canfish Anchor (Mechanical) ................................................ 33
5.5 Mill the Window ............................................................................................................... 34
®
ES20.39754H i of ii Trackmaster Plus
Confidential Property of Wellbore Departure Systems
Schlumberger Operating Instructions
5.6 Drill the Rathole ............................................................................................................... 36
5.7 Pull Out of the Hole .......................................................................................................... 36
5.8 Drilling Recommendations ............................................................................................... 37
Section 6 ...................................................................................................................................................................... 38
6.0 Retrieving the Whipstock Assembly ............................................................................................... 38
6.1 Hook Assembly Retrieval Tool ........................................................................................ 39
6.2 Die Collar Assembly Retrieval Tool................................................................................. 40
6.3 Sheared Hinge Pin ............................................................................................................ 41
6.4 Window Specifications ..................................................................................................... 42
Section 7 ...................................................................................................................................................................... 43
7.0 Best Make up Practices for the Trackmaster Plus Whipstock Assembly ........................................ 43
List of Figures
Figure 1-1 Trackmaster Plus Wellbore Departure Systems ........................................................................................... 1
Figure 1-2 Whip to Mill Head Hookup ......................................................................................................................... 3
Figure 1-3 Trackmaster Plus Hydraulic Anchor ............................................................................................................ 4
Figure 1-4 Trackmaster Plus Hydraulic Anchor with Pack-off Element ....................................................................... 4
Figure 1-5 Trackmaster Plus Mechanical Anchor ......................................................................................................... 4
Figure 1-6 Trackmaster Plus Inflatable Anchor............................................................................................................. 5
Figure 1-7 Trackmaster Plus Expandable Anchor ......................................................................................................... 5
Figure 1-8 Trackmaster Plus Canfish Anchor (Mechanical) ......................................................................................... 5
Figure 1-9 Trackmaster Plus FasTrack Tri-Mill ............................................................................................................ 6
Figure 1-10 Trackmaster Plus Hard Formation Bi-Mill ................................................................................................ 6
Figure 1-11 Trackmaster Plus GeoTrack Mill Head ...................................................................................................... 7
Figure 1-12 Trackmaster CRA Milling System ............................................................................................................. 7
Figure 1-13 Hydraulic Running Tool ............................................................................................................................ 8
Figure 1-14 Non Advancing Multi-Cycle Bypass Valve ............................................................................................... 8
Figure 1-15 Hook Retrieval Tool .................................................................................................................................. 9
Figure 1-16 Die Collar Assembly Retrieval Tool .......................................................................................................... 9
Figure 3-1 Re-setting NAMCBPV at the rig to start position...................................................................................... 21
Figure 3-2 Lining up of the Slots in the MCBPV ........................................................................................................ 21
Figure 4-1 Break Bolt Location in Whip ..................................................................................................................... 23
Figure 4-2 Marking Locking Pin Location (Tool Sizes 7-inch and Larger Depicted) ................................................. 24
Figure 4-3 Marking Locking Pin Location (Tool Sizes 5 1/2-inch and Smaller Depicted) .........................................24
Figure 4-4 Break Bolt Pre-assembly for 7-inch and Larger Size Tools ....................................................................... 25
Figure 4-5 Break Bolt Pre-assembly for 4 1/2-, 5-, 5 1/2- inch Size Tools ................................................................. 25
Figure 4-6 Break Bolt Location in Mill for All Tool Sizes. ........................................................................................ 26
Figure 4-7 Final Whip to Mill Assembly..................................................................................................................... 26
List of Tables
Table 2-1 Recommended Spares and Redress Kit ....................................................................................................... 10
Table 2-2 Torque Specifications .................................................................................................................................. 12
Table 3-1 Flow Rate to Close 6.75 to 9.00- inch Non Advancing Multi-Cycle Bypass Valve ................................... 17
Table 3-2 Flow Rate to Close 5.00-inch Non Advancing Multi-Cycle Bypass Valve ................................................ 18
Table 3-3 Flow Rate to Close 3.75-inch Non Advancing Multi-Cycle Bypass Valve ................................................ 19
Table 5-1 Expandable Anchor Specification ............................................................................................................... 31
Table 5-2 Approximate Break Bolt Shear Values (Standard)...................................................................................... 32
Table 5-3 Approximate Break Bolt Shear Values (Standard)...................................................................................... 33
Table 5-4 Set Down Loads and Approximate Break Bolt Shear Value (Standard) ..................................................... 33
Table 5-5 Shear Values for the Canfish Anchor Roll Pins and Slip Bolts ................................................................... 34
Table 5-6 Recommended Milling Parameters ............................................................................................................. 35
Table 5-7 Acceptable Gauge Loss for Bi-Mills ........................................................................................................... 36
Table 5-8 Acceptable Gauge Loss for Tri-Mills .......................................................................................................... 37
Table 6-1 Whipstock Assembly Retrieving Specifications with Hydraulic Set Anchor or Mechanical Set Anchor ... 38
Table 6-2 Whipstock Assembly Retrieving Specifications with Expandable Anchor .................................................38
Table 6-3 Shear Values for the Hinge Pins and Fishing Neck Dimensions ................................................................. 41
Table 6-4 Window Specifications-Trackmaster Plus System ...................................................................................... 42
The last numbered page of this engineering specification is page 48.
®
Trackmaster Plus ii of ii ES20.39754H
Wellbore Departure Systems Confidential Property of
Operating Instructions Schlumberger
Section 1
1.0 Introduction
1.1 Trackmaster® Plus Wellbore Departure Systems
The Trackmaster Plus Wellbore Departure Systems represents an
application specific and results driven approach to one-trip reliability and
cost optimization (Figure 1-1). The running assembly consists of a mill and
whipstock assembly. The anchor sub-assembly can be a retrievable
hydraulic anchor, a mechanical anchor, a permanent packer, and an open
hole inflatable anchor or expandable hydraulic anchor. Cased hole
anchors, except the permanent packer and Thru-Tubing Anchor, are
designed for dependable retrieval. The objective of the Trackmaster Plus
Wellbore Departure Systems is to accomplish the following steps in a
single trip:
• Run the whipstock and milling assembly
Figure 1-1 • Orient the whipstock assembly with
Trackmaster Plus MWD or Orienting Sub for Gyroscope
Wellbore Departure Systems
• Set the anchor
• Release the mill from the whip
• Mill the window
• Drill the rathole or lateral
• Pull out of hole
The result is a full size usable window achieved
within a minimum of milling time with safe and easy
passage for the required drilling assembly.
INDEX
DATE: Mar 30, 2010
ES20
Operating
DRAWN: C Long Instructions
P.O. Box 60068 HOUSTON, TX 77205
APRVD: J May
This drawing and data embody H GR-63044 Sep 13, 2010 S Swadi
proprietary information which is the
confidential property of Schlumberger G GR-61625 May 3, 2010 S Swadi
®
and which shall not be copied, F GR-54511 Oct 29, 2009 L Moeller Trackmaster Plus
reproduced, disclosed to others, or Wellbore Departure
E 25804 Jan 5, 2007 AJ Dach Systems
used in whole or in part for any
purpose, without the express written D 25356 05/09/06 J. Mayol
permission of Schlumberger. This REV ECO DATE BY
drawing is loaned in confidence with
SPEC. NO.
the understanding that it shall be Revision bar in margin represents latest revisions. ES20.39754
returned on demand.
1 of 48
Introduction Section 1
The whipstock assembly may be oriented and set at any depth. It should
be located immediately above a casing collar to provide a smooth I.D. in
which to set the anchor and mill the window. A surveying system should
be run with the Trackmaster Plus Wellbore Departure Systems to
determine the preferred orientation for the sidetrack. When orientating in a
specific direction and if a hole angle of more than two degrees exits at the
setting depth, then it is recommended that the whipstock assembly be set
0 – 90 degrees to the right or left of high side of the hole.
After setting the anchor, either hydraulically or mechanically, a load is

applied to the drill string to shear the break bolt between the mill and whip.
At this point, string rotation may begin for milling of the window, followed
by drilling of the rathole.
1.2 Innovative Features
1.2.1 Multi-Ramp Whipstock

All Trackmaster Plus Whipstock Systems utilize a multiple angle
whip design to deliver a high-quality useable window. The
combination of ramp angles maximizes milling efficiency, prolongs
window mill life, and produces an optimum dogleg through the
window.
• Fast Cutout Ramp

Facilitates mill/whip hook-up point
Initiates rapid casing cutout
Produces full gauge window within a few inches of cutout
• Full Gauge Section
Maintains the full gauge window section
Useable window length can be customized
Thicker cross section for optimized performance
• Mid-Ramp Section
Accelerates the mill past its center point
Improves one-trip mill performance
1.2.2 Mill/Whip Hook-up

All Trackmaster Plus Whipstock Systems use the latest window mill
to whipstock attachment technology. The new mill/whip hook-up is
designed to provide higher torque values while delivering the same
reliable shear performance. This non-threaded retention system
®
Trackmaster Plus 2 of 48 ES20.39754H
Section 1 Introduction
allows up to three degrees of flex between the milling assembly and

the whipstock to facilitate passage through high doglegs in the
wellbore. See Figure 1-2.
• Higher torque tolerance

• Increased flexibility through wellbore doglegs
• Enables higher lead mill cutter density
Mill Head
Whipstock
Break Bolt
Locking Pin
Figure 1-2
Whip to Mill Head Hookup
1.2.3 Whipstock System Retrieval

All Trackmaster Plus Expandable, Hydraulic, and Mechanical
Anchors are retrievable. The hook retrieval system is the primary
method, utilizing a retrieving tool with an integral hook geometrically
matched to a slot machined in the whip.
• Manufactured from high strength alloy steel

• Interlocking geometric profiles couple together securely
• High retrieval load capacity
®
ES20.39754H 3 of 48 Trackmaster Plus
1.3 Trackmaster Plus Anchor Systems
1.3.1 Trackmaster Plus Hydraulic Anchor

The Trackmaster Plus Hydraulic Anchor locks the whipstock
assembly to the casing. It is hydraulically set with 3,000 to 3,500 psi
pressure. The function of the anchor is to absorb axial and torsional
loads during milling. See Figure 1-3.
Figure 1-3
Trackmaster Plus Hydraulic Anchor
1.3.2 Trackmaster Plus Hydraulic Anchor with Pack-off Element

The Trackmaster Plus Hydraulic Anchor with Pack-off Element is
run and set in a single trip, just as the Trackmaster Plus Hydraulic
Anchor. This system provides isolation from the lower wellbore
using an integral packer. It can hold up to 5,000 psi in both
directions depending on the strength of the casing. See Figure 1-4.
Figure 1-4
Trackmaster Plus Hydraulic Anchor with Pack-off Element
1.3.3 Trackmaster Plus Mechanical Anchor

The Trackmaster Plus Mechanical Anchor requires a plug in the
wellbore to initiate setting. Patented tongue-and-pocket slip design
ensures full, centralized slip contact, providing superior anti-rotation
and bi-directional loading capabilities. See Figure 1-5.
Figure 1-5
Trackmaster Plus Mechanical Anchor
®
1.3.4 Trackmaster Plus Inflatable Anchor

The Trackmaster Plus Inflatable Anchor is run, oriented, and
hydraulically set in a single trip. Patented element design enables
the anchor to set in open holes and provides adequate torque
resistance needed for milling or drilling. See Figure 1-6.
Figure 1-6
Trackmaster Plus Inflatable Anchor
1.3.5 Trackmaster Plus Expandable Anchor

The Trackmaster Plus Expandable Anchor is run, oriented, and
hydraulically set in a single trip. It can be released by a straight pull.
The anchor has three slips located in the same housing and placed
at 120 degrees spacing, providing maximum centralization, and
stability. See Figure 1-7.
Figure 1-7
Trackmaster Plus Expandable Anchor
1.3.6 Trackmaster Plus Canfish Anchor (Mechanical)

The Trackmaster Plus Canfish Mechanical Anchor is a bottom-trip
mechanical anchor which may be set on any solid bottom (including
false bottom) such as a cement plug, bridge plug or packer. The
anchor has a single-slip design which is oriented 180 degrees from
the face of the whipstock. The single slip design is simple and
effective at providing adequate loading capability in the downhole
direction only and torque resistance in both directions.
Figure 1-8
Trackmaster Plus Canfish Anchor (Mechanical)
®
1.4 The Trackmaster Plus Mills
1.4.1 Trackmaster Plus FasTrack Tri-Mill

The Trackmaster Plus FasTrack Tri-Mill (Figure 1-9) utilizes
cylindrical tungsten carbide and PDC cutters and crushed tungsten
carbide rather than conventional carbide inserts. The cylindrical
cutters are made from Smith Services' proven Millmaster™ carbide
grade inserts and will effectively exit the casing and cut through the
formation to drill the required rathole. This new milling structure not
only reduces overall casing exit time, it ensures a level of
performance that can be duplicated casing exit after exit. The mill
provides a hydraulic path from the milling bottom hole assembly to
the whip and anchor via a hydraulic hose.
Figure 1-9
Trackmaster Plus FasTrack Tri-Mill
1.4.2 Trackmaster Plus Hard Formation Bi-Mill

The Trackmaster Plus Hard Formation Bi-Mill (Figure 1-10) is the
result of a combined engineering effort between Smith Services
and Smith Bits. The proprietary blend of synthetic diamond and
cobalt has resulted in a PDC cutting structure capable of milling
materials such as casing and drilling formations with compressive
strengths greater than 20,000 psi. The Trackmaster Plus Hard
Formation Bi-Mill is capable of drilling 3 to 15 feet of rathole. It can
be used as the lead mill on both bi-mill and tri-mill configurations.
The mill provides a hydraulic path from milling bottom hole
assembly to the whip and anchor via a hydraulic hose.
For further information, refer to Trackmaster Plus Hard Formation

System Operating Instructions manual.
Figure 1-10
Trackmaster Plus Hard Formation Bi-Mill
®
1.4.3 Trackmaster Plus GeoTrack Mill

The Trackmaster Plus GeoTrack Mill (Figure 1-11) has an impact
and wear resistant PDC cutting structure capable of milling
materials such as casing, and drill an extended rathole in a single
trip. The mill is designed for high penetration rates and steerability.
The jet nozzles are placed strategically to ensure cutter cooling and
good hole cleaning. New mill/whip hook-up enables maximum
cutting structure coverage for improved drilling performance.
For further information, refer to Trackmaster Plus GeoTrack System

Operating Instructions manual.
Figure 1-11
Trackmaster Plus GeoTrack Mill Head
1.4.4 Trackmaster CRA Milling System

The Trackmaster Plus CRA milling system Figure 1-12 consists of a
FasTrack Bi-Mill assembly for exiting through high chrome (22-
25%) alloy casings. The FasTrack mill utilizes a special impact and
wear resistant tungsten carbide cylindrical insert capable of milling
25% chrome materials and desired rathole in a single trip. The
Follow mill of the Bi-Mill system is machined integral to the mandrel
body having capacity of brazing cylindrical tungsten carbide inserts
into the machined pockets similar to the FasTrack mill heads. The
inserts are coated for minimizing the wear associated with milling
high chrome materials. The hydraulic path for setting the anchor is
provided by the hydraulic hose connecting the mill to the whip.
Figure 1-12
Trackmaster CRA Milling System
®
1.5 Hydraulic Running Tool

The Hydraulic Running Tool is run directly above the mill. A floating piston
inside the tool separates the clean hydraulic fluid, used for setting the
anchor, from the wellbore fluid. The piston does not restrict flow after
setting anchor.
Figure 1-13
Hydraulic Running Tool
1.6 Non Advancing Multi-Cycle Bypass Valve

The Non Advancing Multi-Cycle Bypass Valve (NAMCBPV) is run in the
assembly when a hydraulic anchor is to be oriented and set in a well. It is
positioned below the MWD tool. Fluid is circulated through the NAMCBPV
to facilitate the MWD survey. Once the whipstock has been orientated, the
tool is cycled through a predetermined sequence until a valve closes off
the flow path to the annulus (Figure 1-14). Once closed, the string is
pressured up to set the anchor.
Caution: When used with a mud pulse MWD tool make sure to bring
pumps to the full recommended flow without delay. This limits
the MWD from pulsing at low to medium flow range, which could
cause the NAMCBPV to cycle without warning.
Figure 1-14
Non Advancing Multi-Cycle Bypass Valve
®
1.7 Retrievable Features
1.7.1 Hook Assembly Retrieval Tool

A whipstock assembly with a hook slot in the whip face can be
retrieved with the hook assembly retrieval tool (Figure 1-15). The
anchor can be a retrievable hydraulic anchor, mechanical anchor,
or expandable hydraulic anchor. The tool has been designed to
hook into the slot on the whip face and then a pull applied to
release the assembly. The recommended BHA for retrieval should
include a retrieval tool, full gage stabilizer, bumper sub, fishing jar,
joint of drill pipe, surveying equipment, crossover, heavyweight drill
pipe, and drill pipe.
Figure 1-15
Hook Retrieval Tool
1.7.2 Die Collar Assembly Retrieval Tool

A die collar assembly retrieval tool, consist of a die collar section
designed to pull the whip and a cut lip guide, designed to lift the tip
of the whip off the casing or tubing wall (Figure 1-16). A typical
bottom hole assembly (BHA) for retrieval may consist of a retrieval
tool, full gauge stabilizer, bumper sub, fishing jar, full gauge
stabilizer, crossover, heavyweight drill pipe, and drill pipe. A safety
joint and accelerator are used in some assemblies.
Figure 1-16
Die Collar Assembly Retrieval Tool
®
Section 2
2.0 Equipment for Sidetrack

Caution: Schlumberger advises the use of tools and equipment called out in this
manual to ensure safety during assembly, disassembly and testing of
the Trackmaster Plus Wellbore Departure System components.
2.1 Shop Tools Required
• Tool box with tote tray • Internal snap ring pliers
(25 thru 31)
• 1 1/2 inch open end
adjustable wrench • Internal snap ring pliers
(106 thru 175)
• 2 inch open end
adjustable wrench • 8 inch screwdriver –
standard tip, 3/8 inch
• 2 inch pipe wrench
• 8 inch screwdriver –
• 5/16 inch pipe
narrow tip, 3/16 inch
hex key wrench
• 3/4 inch female x 1/2 inch male
• 3/8 inch hex key
socket adapter
wrench
• Allen wrench set
• 5/8 inch hex key
(3/32 inch thru 1/4 inch)
wrench
• Tap wrench
• Two rolls of teflon tape
• Thread locking compound
• Breaker bar (3/4 inch
drive) • 5 inch drive extension
(3/4 inch drive)
2.2 Recommended Spares and Redress Kit
The recommended spares and redress kit can be found on Table 2-1.
Table 2-1
Recommended Spares and Redress Kit
Description
Control Line Hose Adapter
Control Line Assembly
Rubber Grommet
Break Bolt
Break-off Plugs
Orifices & O-rings
Running Tool Redress Kit
Locking Pin
®
Section 2 Equipment for Sidetrack
2.3 Bottom Hole Assembly Components
2.3.1 Well Preparation

• Review of collar locator log
• Review of cement bond log
• Casing scraper
• Gage ring sub
2.3.2 Sidetrack
• Whipstock assembly
- Whipstock sub-assembly
- Anchor sub-assembly
- Trackmaster Plus Hydraulic Anchor
- Trackmaster Plus Hydraulic Anchor with
Pack-Off Element
- Trackmaster Plus Mechanical Anchor
- Trackmaster Plus Inflatable Anchor
- Trackmaster Plus Expandable Anchor
• Running Tool
• Flex Joint-Heavyweight Drill Pipe (HWDP) or
High Strength Drill Pipe
• Non Advancing Multi-Cycle Bypass Valve or Hi-Flow Bypass
Valve
• MWD, or Orienting Sub for Gyroscope
2.3.3 Retrieval
• Retrieval tools
1. Hook assembly
2. Die collar assembly
• Fishing jars
• Bumper sub
• Stabilizers
®
Equipment for Sidetrack Section 2
2.4 Service Facility Checks

2.4.1 The make up and fit between the whip and mill should be checked
(and corrected if needed) at the shop prior to being sent to the job.
The gage diameter of the connected whip and mill must be within
the specified grind O.D. of the mill.
2.4.2 The whipstock assembly may be shipped to the service facility or

job site in two pieces. Use the following torque specification for
making-up the connection between the hinge connector and anchor
sub-assembly (see Table 2-2).
Table 2-2
Torque Specifications
Hydraulic Anchor Connection Size Torque
Size (in.) (in.) (ft·lb)
16 8 5/8 IF 60,000
13 3/8 8 5/8 IF 60,000
11 3/4 5 1/2 IF 40,000
10 3/4 5 1/2 IF 40,000
9 5/8 5 1/2 IF 40,000
7 5/8 4 IF 18,000
7 3 1/2 IF 15,000
5 1/2 2 7/8 IF 6,500
5 2 3/8 IF 4,500
4 1/2 2 3/8 IF 4,500
Expandable Anchor Connection Size Torque
(in.) (in.) (ft·lb)
13 3/8 x 20 8 5/8 IF 60,000
9 5/8 x 13 3/8 5 1/2 IF 40,000
7 x 9 5/8 3 1/2 IF 15,000
3.0-10-2G-SA
4 1/2 x 7 6,000
Box w/ Socket Set Screws
2.25-8-2G-SA
3 1/2 x 7 800
Box w/ Socket Set Screws
Mechanical Anchor Connection Size Torque
Size (in.) (in.) (ft·lb)
9 5/8 4 1/2 IF 30,000
8 5/8 4 1/2 IF 30,000
7 5/8 3 1/2 IF 15,000
7 3 1/2 IF 15,000
5 1/2 2 7/8 IF 6,500
5 2 3/8 IF 4,500
4 1/2 2 3/8 IF 4,500
®
Section 3
3.0 Preparation for Sidetrack

3.1 Equipment
Note: Before running the mechanical anchor, make sure that the foot is
larger than the I.D. bore of the bridge plug for proper actuation of
the trigger release.
3.1.1 Account for and inspect all equipment for possible damage during
shipment. Check condition of all connections, fittings and any
hydraulic lines on the whipstock assembly.
3.1.2 Caliper and record the O.D. of the mill and the dimensions of the
bottom hole assembly components. Measure and record length of
whip face.
3.1.3 If the running tool is used, remove the piston. Check the condition
of the piston and O-ring. The piston will be reinstalled after the
system has been filled with hydraulic fluid or fresh water.
Note: If running tool has only one end that is bore-backed, then be sure
bore-backed end is pointed down (i.e. end that is made-up to the
mill).
3.1.4 Check the fit of the orifices (nozzles) in the lead mill nozzle
housings. The threads must be clean, free of dings and burrs. Flush
the mill if needed to clear obstructions. Use the bottom threads taps
if rework is needed.
3.1.5 Check for proper make up of the break-off plug and control line
hose adapter to the nozzle housing without the O-rings and remove
them before transferring the mill to the drill floor. Also, check for
proper make up between the break bolt and the mill.
3.2 Well Preparation

3.2.1 Prior to running the equipment make a gauge ring and casing
scraper run. It is strongly recommended to run the scraper past the
setting depth by 30-60 feet, and then pulled back. This is to ensure
any debris is pushed below the setting depth and not circulated
back up past the scraper.
3.2.2 Make a casing collar locator run. The bottom of the whipstock ramp
(also referred to as the toe of the whipstock) must be set two to six
feet above a casing collar. Review cement bond log if available.
®
Preparation for Sidetrack Section 3
This is to ensure optimum milling performance. Record the depth

on the job report.
3.2.3 Acceptable dogleg severity to set a whipstock is below three

degrees per 100 feet or less. Always favor the lesser dogleg.
3.2.4 It is recommended to review directional surveys prior to setting the

whipstock and pay particular attention to the dogleg severity. The
dogleg represents both the build and turn radiuses of the wellbore.
There may be times when the survey stations are so far apart that
they become useless for determining the dogleg at the whipstock
set point. In cases where the survey stations are greater than thirty
feet apart, the wellbore should be resurveyed.
3.2.5 In the event a whipstock is set in the wellbore where the survey is
unknown or the survey stations are too far apart, the customer
should be notified of the potential problem of retrieving the
whipstock.
3.3 Milling Fluid Guidelines

3.3.1 High viscosity “milling mud” is not required when using the
Trackmaster Plus Wellbore Departure System for sidetracking. The
drilling fluid must be in good condition, clean, and compatible with
the formation surrounding the milled window.
3.3.2 Drill pipe filter screens and suction pit screens should be used to
remove all forms of debris. It is a good practice to circulate bottoms
up to ensure that all the drilling fluid is in good condition prior to
milling. Debris in the wellbore will be taken into the drill pipe
through the ports of the NAMCBPV if one is used. Any debris that
enters the drill string can potentially cause problems.
3.3.3 Polymer drilling fluids, in good condition, do not require any special
adjustments. For water based and oil based drilling fluids, a ratio of
plastic viscosity to yield point (PV:YP) as close to 1.0 or less is
ideal for steel cuttings removal.
3.3.4 The optimum flow rate is 50-gpm per inch of casing I.D., with the
minimum being 30-gpm per inch of casing I.D. Although turbulent
flow can remove steel cuttings from the hole faster than laminar
flow, it can cause problems such as bird nesting of cuttings and a
restrictive build-up of cuttings. Laminar flow provides the best
overall properties for removal of steel cuttings. Therefore, laminar
flow is preferred over turbulent flow for lifting the cuttings out of the
well. In optimum conditions, it is recommended to start with a high
laminar flow. Small adjustments can be made in the flow rates,
®
Section 3 Preparation for Sidetrack
rotary speed, and weight while monitoring the cuttings for size,
shape, and thickness.
3.3.5 High viscosity sweeps can be pumped periodically based on the

amount of cuttings returned to the surface or at a minimum,
pumping a high viscosity sweep with bottoms-up circulation prior to
pulling out of the hole at the end of the sidetrack.
3.3.6 Ditch magnets should be placed in the first tank beyond the shale
shaker prior to milling to capture cuttings. This will decrease mud
pump damage due to cuttings contamination. The magnets should
be periodically cleaned. They should stay in for several days after
the sidetrack to recover any additional cuttings that were trapped
downhole or until no more steel cuttings are collected.
3.4 Non Advancing Multi-Cycle Bypass Valve Rig Test Procedure

3.4.1 To surface test the Non Advancing Multi-Cycle Bypass Valve
(NAMCBPV) have the following components available.
• Kelly cock (closed) or test cap.

• NAMCBPV.
• MWD assembly.
• Drill pipe or BHA components (2-3 stands), sufficient to ensure
the NAMCBPV is below the rotary table.
3.4.2 Pick up the MWD assembly with sufficient BHA to create a stand to
set back later in the derrick.
3.4.3 Lower the stands into the hole and make it up to the kelly or top
drive.
3.4.4 Start circulation at a minimum flow rate or until the MWD pulse is
achieved. Stop circulating. Record the circulation rate and
pressure.
3.4.5 Pick up and add the NAMCBPV with the closed kelly cock or test
cap to the assembly.
3.4.6 Run the assembly back into the hole.
3.4.7 Start circulation and increase the flow rate to more than the value
required to close the valve. MWD pulses must be observed. Stop
circulating. Record the circulation rate and pressure. See Table 3-1,
Table 3-2, and Table 3-3 for the minimum flow rates required to
close the valve and the maximum flow rates before the valve starts
to close.
®
3.4.8 Repeat the starting and stopping of circulation four more times to
cycle the piston and to test the MWD.
3.4.9 Slowly start circulation and stop for the sixth time to test the closing
of the valve.
Note: High pressures may be experienced during this step. All personnel
must be made aware and all necessary precautions taken.
3.4.10 Repeat to verify that the valve closes again without cycling back
to the starting position.
Note: If the piston cycles back to the starting position or does not hold
pressure, pick up and test the backup valve.
Safety Note: Take care when pumping against a closed Non Advancing
Multi-Cycle Bypass Valve.
®
Table 3-1
Flow Rate to Close 6.75 to 9.00- inch Non Advancing Multi-Cycle Bypass Valve
Mud Weight (ppg)
Nozzle
8.7 10 11 12 13 14 15 16 17
Dia
Minimum Flow Rate Required to Close the Valve (gpm)
2.000 1110 1035 987 945 908 875 845 818 794
1.875 975 910 867 831 798 769 743 719 698
1.750 850 793 756 724 695 670 647 627 608
1.625 733 683 652 624 599 578 558 540 524
1.500 624 582 555 532 511 492 475 460 447
1.375 525 489 467 447 429 414 399 387 375
1.250 434 404 386 369 355 342 330 320 310
1.125 351 328 312 299 287 277 267 259 251
1.000 277 259 247 236 227 219 211 205 198
0.875 212 198 189 181 174 167 162 157 152
Maximum Flow Rate Before Valve Starts to Close (gpm)
2.000 684 638 609 583 560 540 521 505 489
1.875 601 561 535 512 492 474 458 443 430
1.750 524 489 466 446 428 413 399 386 375
1.625 452 421 402 385 369 356 344 333 323
1.500 385 359 342 328 315 303 293 284 275
1.375 324 302 288 275 265 255 246 238 231
1.250 267 249 238 228 219 211 204 197 191
1.125 216 202 193 184 177 171 165 160 155
1.000 171 159 152 146 140 135 130 126 122
0.875 131 122 116 111 107 103 100 97 94
The minimum flow rate required to close the valve is based on minimum pressure drop required to overcome spring force and
accounts for nominal seal friction. If required, the flow rates may be increased by as much as 25%. The maximum flow rate before
valve starts to close is based on the initial preload of the spring.
®
Table 3-2
Flow Rate to Close 5.00-inch Non Advancing Multi-Cycle Bypass Valve
Mud Weight (ppg)
Nozzle
8.7 10 11 12 13 14 15 16 17
Dia
1.250 494 461 440 421 404 390 376 364 354
1.125 400 373 356 341 328 316 305 295 286
1.000 316 295 281 269 259 249 241 233 226
0.875 242 226 215 206 198 191 184 179 173
0.750 178 166 158 152 146 140 136 131 127
0.625 124 115 110 105 101 97 94 91 88
0.500 79 74 70 67 65 62 60 58 57
1.250 267 249 238 228 219 211 204 197 191
1.125 216 202 193 184 177 171 165 160 155
1.000 171 159 152 146 140 135 130 126 122
0.875 131 122 116 111 107 103 100 96 94
0.750 96 90 85 82 79 76 73 71 69
0.625 67 62 59 57 55 53 51 49 48
0.500 43 40 38 36 35 34 33 31 31
®
Table 3-3
Flow Rate to Close 3.75-inch Non Advancing Multi-Cycle Bypass Valve
3.75" Multi Cycle Bypass Valve Operating Parameters
Mud Weight (ppg)
Nozzle
8.7 10 11 12 13 14 15 16 17
Dia
1.125 328 306 291 279 268 258 250 242 234
1.000 253 236 225 215 207 199 192 186 181
0.875 189 177 168 161 155 149 144 140 135
0.750 137 128 122 116 112 108 104 101 98
0.625 94 87 83 80 77 74 71 69 67
0.500 59 55 53 50 48 47 45 44 42
1.125 182 169 162 155 149 143 138 134 130
1.000 140 131 125 119 115 110 107 103 100
0.875 105 98 93 89 86 83 80 77 75
0.750 76 71 67 65 62 60 58 56 54
0.625 52 48 46 44 42 41 40 38 37
0.500 33 31 29 28 27 26 25 24 23
®
3.5 To Reset the NAMCBPV to the Start Position

3.6.1 Pick up and break NAMCBPV at top inlet crossover (top sub)
connection.
3.6.2 Remove filter disc from ported casing.
3.6.3 Insert a Sleeve catch tool to hold the sleeve in place.

(Alternatively, an Allen wrench or screwdriver (at least 1/2" OD)
may be inserted into the ported casing to hold the sleeve in
place.)
Note: Do not place Allen wrench or screwdriver into piston. The piston
can be damaged if the valve is cocked and the screwdriver is in
the piston exit ports.
3.6.4 Insert piston activation tool into NAMCBPV.
3.6.5 Looking from above (box up, pin down) clock piston manually a
quarter turn in a clockwise direction to start position. See Figure
3-1. The notches should line up as shown in Figure 3-2. (Refer to
the Service Manual of the Multi Cycle Valve for details)
3.6.6 Remove Sleeve catch tool (or Allen wrench or screwdriver) and
assemble filter disc and circlip to ported casing.
3.6.7 Remove piston activation tool from NAMCBPV.
The valve is ready to run in hole with a Trackmaster Plus whipstock

assembly as per operating instructions.
It is strongly recommended to burn one cycle after successful re-cock of

the piston to confirm the valve was re-set.
®
Piston activation tool
NAMCBPV
Sleeve Catch
Tool
Figure 3-1
Re-setting NAMCBPV at the rig to start position
Piston and
Sleeve Slots Piston and
Lined Up Sleeve Slots
Lined Up
View from Piston Nozzle End View from Outlet End

(Inlet)
Figure 3-2
Lining up of the Slots in the MCBPV
®
Section 4
4.0 Trackmaster Plus System Make up Procedure

4.1 The bottom hole assembly will consist of:
• Trackmaster Plus Whipstock Assembly

• Trackmaster Plus Mill
• Trackmaster Plus Running Tool
• One Joint HWDP (Flex Joint)
• Non Advancing Multi-Cycle Bypass Valve or Hi-Flow Bypass Valve
• MWD assembly
• HWDP
• Drill pipe to surface
Notes: The NAMCBPV should be tested prior to being run in hole. It is
recommended to be shipped to the rig “ready to use”. It should be
left ready to function on the first or second cycle. If a test at the rig
is required, see NAMCBPV Test Procedure in Section 3.4.
When using a Gyroscope, replace the NAMCBPV, or MWD, with a
universal bottom hole orienting sub (UBHO).
The anchor and hinge connector sub should be attached and pre-
torqued at the Schlumberger facility.
The running tool is not used in the assembly when using a
whipstock assembly with the mechanical set anchor.
The connections of 5-inch and smaller OD casing milling
assemblies and milling assemblies utilizing positive displacement
motors should be secured with a non-permanent, medium-strength
thread locking compound that degrades below 400° F to avoid
backing-off.
Caution: Ensure that anchor protector is securely fastened to anchor
prior to picking up whipstock assembly.
4.2 Pick up the whipstock assembly from the catwalk with a crane and a
winch. A certified lifting eye is provided at the back of the whip. Remove
the anchor protector on the rig floor.
4.3 Make sure to sling around the anchor body and not around the slips.
4.4 Check the quantity of running, setting, and shear screws fitted.
®
Section 4 Trackmaster Plus Make up Procedure
4.5 Run the assembly below the rotary table to the top of the whip.
4.6 With the sling still attached to the back of the whip, secure the assembly
by passing the false rotary table pin through the whip hook retrieval slot as
shown in Section 7. If a hook slot is not available, use slips and a safety
clamp.
4.7 Pick up the Trackmaster Plus Mill and running tool on a lifting sub. Slowly
lower the mill to the top of the whip face.
Note: The Trackmaster Plus Mill and running tool should be pre-torqued
at the SCHLUMBERGER facility. If mill and running tool are made-
up on the rig, ensure connection is torqued properly.
4.8 Screw break bolt into whip to ensure that the parts mate. The top of the
break bolt should be flush with the back side of the whip as shown in
Figure 4-1. Remove break bolt from whip.
Whipstock
Break Bolt
(flush with back
side of whip)
Figure 4-1
Break Bolt Location in Whip
4.9 Thread the locking pin into mill head until it shoulders on mill. Proper
make-up to the shoulder can be visually checked on 7" and larger sizes as
shown in Figure 4-2. For sizes 5-1/2" and smaller, mark the end of the
locking pin on the counterbore of the mill as shown in Figure 4-3. Remove
locking pin.
®
Trackmaster Plus System Make up Procedure Section 4
Locking Pin
(must be made up
to the shoulder)
Mill Head
Figure 4-2
Marking Locking Pin Location (Tool Sizes 7-inch and Larger Depicted)
Mill
Locking Pin
Mark indicating end of locking pin.
Figure 4-3
Marking Locking Pin Location (Tool Sizes 5 1/2-inch and Smaller Depicted)
4.10 For the pre-assembly of all sizes, apply a small amount of grease to the
groove on the bottom of the break bolt. Greasing the break bolt will help
keep the rubber grommet in place. Install grommet onto break bolt.
4.11 Place break bolt and rubber grommet into mill, shouldering on the mill
head as shown in Figure 4-4.
4.12 Re-install the locking pin making sure the pin travels down to the shoulder
as shown in Figure 4-4 for tool sizes 7-inches and larger or screw the
locking pin in until it bottoms out in the mill head for tool sizes 4 1/2", 5",
®
and 5 1/2" as shown in Figure 4-5. This will ensure that the locking pin is
properly engaged in the break bolt.
Caution: The pre-assembly steps are critical and must be performed to

prevent whip to mill hook-up failure.
Locking Pin
Shoulders
Break Bolt
Here
Shoulders
Here
Mill Head
Figure 4-4
Break Bolt Pre-assembly for 7-inch and Larger Size Tools
Break Bolt
Locking Pin
Previously drawn mark
Figure 4-5
Break Bolt Pre-assembly for 4 1/2-, 5-, 5 1/2- inch Size Tools
®
Mill
Break Bolt
Break bolt shoulders

on mill here.
Figure 4-6
Break Bolt Location in Mill for All Tool Sizes.
4.13 For final assembly of all size tools, remove locking pin and break bolt from mill,
screw break bolt into whip until flush with back of whip as shown in Figure 4-7.
Make sure grommet is on end of break bolt.
4.14 Align mill with break bolt, push mill onto break bolt, and thread locking pin into
mill. Check that the pin travels down to the scribed mark on all sizes, once more.
Whip
Mill
Break Bolt
Figure 4-7
Final Whip to Mill Assembly
Caution: The preliminary check should be performed at the shop prior to

shipping tool to location.
Note: If using a mechanical anchor, proceed to Step 4.16.
®
4.15 Remove the blanking cap from the lead mill. Use Teflon tape on the
threads; attach and tighten the control line assembly to the control line
hose adapter.
4.16 Pick up the weight of the assembly. Remove the false rotary table (if one
is used). Set the slips and the safety clamp on the running tool, break out
the lift sub, remove the floating piston, and fill with clean hydraulic fluid to
within one foot of the top. Allow 15 minutes for the entrapped air to be
released.
Note: Water may be used in place of hydraulic fluid to set the hydraulic
anchors when well conditions permit. Internal O-ring seals in the
TMP hydraulic anchor and running tool limit the use of this
equipment when well temperatures exceed 250º F. For this reason,
these tools should not be used in wells exceeding 250º F for
extended periods of time. Please contact Smith Services
engineering for specialized applications when well temperatures
exceed 250ºF.
To prevent the water from boiling when temperatures exceed 212ºF

at atmospheric pressure, ensure the system is pressurized greater
than 30 psi. Salt water should not be used for this application.
4.17 Install the floating piston in the running tool. Fit blank cap.
Note: When using heavily weighted drilling fluid, such as hematite, that
has the potential of gelling over or bridging drill pipe, pack the top of
the running tool, from the piston to the top of the box with grease.
4.18 Pick up a single joint of Hevi-Wate or high grade, fully inspected, drill pipe
with the elevators. Make up the connection.
Note: The flex joint should be of high-grade steel (Grade G-105) or Hevi-
Wate and thoroughly inspected at both the connections and the
tube before use. Change out to a different flex joint after each mill
run.
4.19 Lower and set the assembly in the rotary table. Make up the Non
Advancing Multi-Cycle Bypass Valve to the Hevi-Wate drill pipe. A
crossover sub may be required.
Note: If orientation of the whipstock assembly is not required, proceed to

Step 5.1.1.
4.20 Pick up the MWD assembly. Make up connection to the Non Advancing
Multi-Cycle Bypass Valve. Crossover subs may be required.
®
4.21 Align the MWD assembly to the whip face by scribing a line from the
center of the whip face up the assembly to the MWD collar and orientation
sub. Orient the key in orientation sub to the scribed line.
Note: The company representative and directional driller must check the
scribe-line and witness the input of any off set data into the MWD
computer.
®
Section 5
5.0 Running Procedure

NOTE: Explain cautions of a MWD's ability to cycle the NAMCBPV, either
positive or negative pulse, and recommendations to prevent such
from happening. A positive pulse MWD will create a momentary
increase in drill string pressure above the valve with a resultant
decrease in pressure/flow seen at the valve during pulses. A
negative pulse MWD bleeds pressure to the annulus during
pulsations, thereby decreasing pressure/flow in the entire drillstring,
including the valve. The pressure drop during these pulsations
could potentially allow the NAMCBPV’s piston spring to cycle the
piston if the resultant differential pressure becomes less than the
spring force. MWD tools should be set up to not turn on until a flow
rate is established that creates a higher pressure drop than the
range for the NAMCBPV.
Also stress the importance of communication amongst Smith
Services operators, well delivery teams, and MWD/Survey
Operators during job for successful completion.
5.1 Run the Whipstock Assembly
5.1.1 Make up the remainder of the BHA. Pick up drill collars and/or Hevi-
Wate drill pipe equivalent to:
1) The recommended milling weight plus a minimum of

25% additional when using a Trackmaster Plus
Hydraulic Anchor.
or
2) The set down load when using a Trackmaster Plus
Mechanical Anchor.
Note: No jars should be run with this assembly.

5.1.2 Trip into the hole slowly (2 minutes per stand or less) with the hook
on the block in the unlocked position. Monitor weight indicator for
hole drag and trip tank for proper fill up.
Caution: When filling drill pipe using a Top Drive during trip in
hole, ensure that a gap exist between the top drive pin
and the upper joint box connection, to prevent a pressure
surge at the NAMCBPV when the pipe is full, to allow
pressure/flow relief.
Caution: Use caution while tripping the whipstock assembly into or
out of the hole. Sudden starts, stops, or dropping of the
®
Running Procedure Section 5
drill string may damage the break bolt. Extra caution

should be observed when passing through the BOP’s
and wellhead.
Note: For a whipstock assembly with a mechanical anchor, trip within 50
feet of the bridge plug. Care should be taken not to run into the
bridge plug and cause the anchor to set.
5.1.3 When the desired depth is reached, work the string up and down to
determine hole drag. Slack off to a neutral weight. Correlate on
depth.
5.2 Orient the Whipstock Assembly

5.2.1 Two methods of orientation are available, Gyro, or MWD. Gyro
orientation is achieved by installing an UBHO in the BHA just above
the whipstock running tool. When on depth, wire line must be
rigged up and run in the hole to confirm orientation before
pressuring up the drill string in a controlled manner.
5.2.2 MWD orientation is achieved with the use of a Non Advancing

Multi-Cycle Bypass Valve. The valve provides circulation to allow
tool face surveys to be recorded. The valve is configured to cycle
five times before closing at the sixth cycle, which will allow for any
potential MWD problems.
Note: If orientation of the whipstock assembly is not required, proceed to

Step 5.3.
5.2.2 Survey the orientation of the whipstock assembly. Turn the
assembly to the required tool face and repeat as needed.
Caution: Make sure that the NAMCBPV does not close during
orientation. This will cause hydraulic set anchors to
prematurely set.
5.3 Set the Whipstock Assembly

Caution: High pressure may be experienced during the setting
procedure. All personnel must be made aware and all
necessary precautions taken.
5.3.1.1 Once properly oriented, verify that the assembly is at the
setting depth. Place a reference mark on the Kelly (or drill
pipe).
Note: To ensure retrievability, acceptable dogleg severity to set a

whipstock is three degrees per 100 feet or less.
®
Section 5 Running Procedure
5.3.1.2 Circulate as needed to close the Non Advancing Multi-

Cycle Bypass Valve. Set the anchor slips to the casing I.D.
by gradually applying 3,000 to 3,500-psi pressure through
the drill string and hold. MONITOR THE PRESSURE.
Note: If rig pumps are incapable of achieving 3,000 to 3,500 psi an

auxiliary pump must be used to complete the anchor setting.

5.3.2.1 Once properly oriented, verify that the assembly is at the
setting depth. Place a reference mark on the Kelly (or drill
pipe).
5.3.2.2 Circulate as needed to close the Non Advancing Multi-

Cycle Bypass Valve. Set the anchor slips to the casing I.D.
by gradually applying 3,000 to 3,500-psi pressure through
the drill string and hold. MONITOR THE PRESSURE. The
specifications for the Expandable Anchor for cased hole
applications are listed in Table 5-1.
Table 5-1
Expandable Anchor Specification
Maximum Max Overpull
Body OD Push Torque
Size Expanded (Release)
(in) Capacity (lb) (ft-lb)
Diameter (in) (lb)
4.50 x 7.00 3.62 6.25 50,000 32,400 6,000
4.50 x 7.00
With Extended Slips 5.38 7.88 50,000 32,400 4,500
7.00 x 9.63 5.76 9.13 100,000 65,000 30,000
7.00 x 9.63
With Extended Slips 7.50 11.00 100,000 65,000 22,500
9.63 x 13.38 8.19 13.17 150,000 95,000 50,000
13.38 x 20.00 11.94 19.09 150,000 114,000 80,000

Note: The Trackmaster Plus Mechanical Anchor relies on weight to
be set. Avoid running it in high angle holes.
5.3.3.1 Once properly oriented, set the anchor by lowering the
assembly to contact the bridge plug with approximately
3,600 lb of force. This force is required to shear the plunger
rod shear screw on the bottom of the anchor. This will
release the setting spring and move the slips to the casing
I.D.
®
5.3.3.2 Mark the pipe. Pick up at least one foot. All setting weight
applied to the anchor should be held by the anchor. The
anchor should not return to the bridge plug.
5.4 Break the Mill from the Whip

5.4.1.1 On all sizes, pull and slack off three to five times at
approximately one-half (1⁄2) the break bolt shear value
(Table 5-2), while maintaining 3,000 to 3,500-psi. Hold
each strain for one minute. Finally, pull until the break bolt
parts. Monitor for a pressure drop as the break bolt parts
breaking the control line hose.
Table 5-2
Approximate Break Bolt Shear Values (Standard)
Whipstock Assembly Break Bolt Shear Values
Size (in.) (lb)
16 100,000
13 3/8 75,000
11 3/4 75,000
10 3/4 75,000
9 5/8 55,000
8 5/8 40,000
7 5/8 40,000
7 35,000
5 1/2 20,000
5 15,000
4 1/2 15,000

5.4.2.1 On all sizes, pull and slack off three to five times at
approximately one-half (1/2) the break bolt shear value
(Table 5-3), while maintaining 3,000 to 3,500-psi. Hold
each strain for one minute. Finally, pull until the break bolt
parts. Monitor for a pressure drop as the break bolt parts
breaking the control line hose.
®
Table 5-3
Approximate Break Bolt Shear Values (Standard)
Whipstock Assembly Break Bolt Shear Values
Size (in.) (lb)
13 3/8 x 20 75,000
9 5/8 x 13 3/8 55,000
7 x 9 5/8 35,000
4 1/2 x 7 15,000

5.4.3.1 Apply the set down load noted in Table 5-4 to shear the
break bolt. Continue applying load to the recommended set
down load to enhance the set of the slips.
5.4.3.2 Pick up to neutral string weight and then apply the set
down load a second time.
Table 5-4
Set Down Loads and Approximate Break Bolt Shear Value (Standard)
Whipstock Set Down Break Bolt
Assembly Load Shear Value
Size (in.) (lb) (lb)
9 5/8 65,000 55,000
8 5/8 50,000 40,000
7 5/8 50,000 40,000
7 50,000 35,000
5 1/2 30,000 20,000
5 25,000 15,000
4 1/2 25,000 15,000
5.4.4 Trackmaster Plus Canfish Anchor (Mechanical)

5.4.4.1 Prior to running in the hole, ensure that the slip on the
anchor is oriented at 180 degrees to the face of the
whipstock.
5.4.4.2 If setting on the bridge plug, ensure that the ID of the

bridge plug is smaller than the foot of the Canfish
mechanical anchor.
5.4.4.3 Slowly lower the whipstock onto the false bottom.
5.4.4.4 Apply the set down load as given in Table 5-5 to shear the
roll pin and release the plunger. This will release the spring
and force the slip bolts to shear to allow the slip to extend
out and contact the casing.
®
5.4.4.5 At this time, the whipstock can be moved up the hole to the
desired depth.
Caution: After the slip is extended, the anchor cannot be

moved downhole to adjust the depth. It can be
moved in the uphole direction only!
5.4.4.6 The required weight to shear the break bolt between the
whipstock and the mill will further drive the slips into the
casing and complete the setting sequence.
Table 5-5
Shear Values for the Canfish Anchor Roll Pins and Slip Bolts
Casing Size Roll Pin Shear Slip Bolt Shear
(in.) Value (lb) Value (lb)
4-1/2 6,000 8,000
5 6,000 8,000
5-1/2 6,000 8,000
6-5/8 6,000 8,000
7 6,000 8,000
7-5/8 6,000 8,000
8-5/8 6,000 8,000
9-5/8 6,000 8,000
10-3/4 8,000 11,000
11-3/4 8,000 11,000
13-3/8 8,000 11,000
5.5 Mill the Window

5.5.1 Position the mill two to three feet above the top of the whip. Record
pick up weight, slack off weight, rotating string weight, rotary speed,
torque, circulation rate, and pressure.
5.5.2 Slowly lower the mill until it contacts the whip. Monitor for a
pressure drop as the break-off plugs break during the initial contact
with the whip and casing if the system is pressurized.
5.5.3 A light amount of weight, 2,000 lb, should be used during the initial
milling. Continue milling according to the recommended milling
parameters as shown on Table 5-6. Use the reference mark to
indicate when to expect torquing.
Note: The connections of 5-inch and smaller OD casing milling

assemblies and milling assemblies utilizing positive displacement
motors should be secured with a non-permanent, medium strength
thread locking compound that degrades below 400° F.
Pick up off bottom while still rotating to ensure that the components
remain screwed together and fully torqued to avoid backing-off BHA
®
connection while downhole. Avoid picking up off-bottom with the

rotary stopped and torque still worked into the BHA.
Table 5-6
Recommended Milling Parameters
Casing Weight On Mill Mill
Size (in.) (klb) (rpm)
16 2 – 20 60 – 120
13 3/8 2 – 20 60 – 120
11 3/4 2 – 17 60 – 120
10 3/4 2 – 15 60 – 120
9 5/8 2 – 15 60 – 120
8 5/8 2 – 15 60 – 120
7 5/8 2 – 12 60 – 120
7 2 – 12 60 – 120
5 1/2 2– 7 60 – 120
5 2– 7 60 – 120
4 1/2 1– 7 60 – 120
Note: When the center point is reached, a decrease in torque and/or

penetration may be experienced. Should this occur, increase the
weight on the mill and decrease revolutions per minutes (rpm). This
will cause the mill to flex away from the face of the whip and off the
center point. When the center is passed, an increase in penetration
and torque will be recognized. After one foot of penetration at the
increased weight, bring the milling weight and rpm back to that
previously used and continue milling the window.
Note: The quality of annular job cement and formation type can affect the
required rpm and weight needed to mill the window.
5.5.4 If the penetration rate falls below what is expected for the amount
of time spent milling, pull out of the hole. Replace the mill and
continue milling. The replacement mill should be the same as the
previous mill regardless of how much of the window has been
previously cut. For example, if the previous mill is a Tri-Mill, the
replacement should also be a Tri-Mill to achieve a high quality
window upon completion.
Note: Change out to a different high grade, fully inspected, drill pipe after
each mill run.
®
5.6 Drill the Rathole

5.6.1 Make several reaming passes through the window and back to
bottom to clean up any burrs. Check against possible fill.
5.6.2 After reaming, stop rotating and slack off through the window. If
unusual drag is encountered, ream until smooth. This facilitates the
running of other assemblies through the window during future
operations.
5.7 Pull Out of the Hole

5.7.1 Circulate bottoms-up and pull out the hole.
5.7.2 Inspect and record the condition, wear patterns, and gage of the
milling segments on the mill to verify that the window’s condition is
acceptable.
5.7.3 Acceptable Mill Wear Criteria for Recovered Dull Mills.
The following Tables list the acceptable level gauge Loss for Bi-Mills and
Tri-Mills, after running in hole and milling a window. The gauge diameters
of all the mills must be measured and checked against these tables.
Another mill run will be necessary only if ALL the mills measure more than
the acceptable gauge loss. This additional mill run should be done with
Full Gauge Mills. For each Casing Size, acceptable Gauge Loss is
applicable for all Casing Weights/Mill O.D’s. These Tables are subject to
review and revision, based on performance reviews, on a periodic basis.
Table 5-7
Acceptable Gauge Loss for Bi-Mills
Acceptable Gauge
Casing
Loss (inches)
OD
(inches) Lead
Follow Mill
Mill
4 1/2 0.25 0.25
5 0.25 0.25
5 1/2 0.25 0.25
7 0.38 0.25
7 5/8 0.38 0.25
9 5/8 0.50 0.38
10 3/4 0.50 0.38
11 3/4 0.50 0.38
13 3/8 0.63 0.50
16 0.63 0.63
18 5/8 0.75 0.75
20 0.75 0.75
®
Example: 7" 29 lb casing weight OD of the lead mill is 6.00". If the lead mill
gauges at 5.63" and the follow mill gauges at 5.75", the gauge loss will be
considered acceptable and another mill run will not be necessary.
Table 5-8
Acceptable Gauge Loss for Tri-Mills
Casing Acceptable Gauge Loss (inches)
OD
(inches) Lead
Follow Mill Dress Mill
Mill
4 1/2 0.25 0.25 0.25
5 0.31 0.25 0.25
5 1/2 0.50 0.25 0.25
7 0.50 0.25 0.25
7 5/8 0.50 0.25 0.25
9 5/8 0.63 0.50 0.25
10 3/4 0.63 0.50 0.25
11 3/4 0.63 0.50 0.25
13 3/8 0.63 0.50 0.25
16 0.75 0.50 0.25
18 5/8 0.75 0.50 0.25
20 0.75 0.50 0.25
Example: 13-3/8" 68 lb casing weight, the OD of the lead mill is 12.25". If

the lead mill gauges at 11.63", the follow mill gauges at 11.75"and the
dress mill gauges at 12", the gauge loss will be considered acceptable and
another mill run will not be necessary.
5.8 Drilling Recommendations

5.8.1 Make up the desired drilling assembly and continue normal drilling
operations.
5.8.2 It is recommended that a bit or stabilizer not be rotated down the

face of the whip. Doing so may damage the edge or catch on the
whip.
5.8.3 Leave the hook unlocked on all trips out of the hole. Pass through
the window very slowly on all trips.
®
Section 6
6.0 Retrieving the Whipstock Assembly

The engineering specifications for retrieving the whipstock assembly can be
found on Table 6-1 and Table 6-2.
Table 6-1
Whipstock Assembly Retrieving Specifications with
Hydraulic Set Anchor or Mechanical Set Anchor
Hydraulic Anchor Mechanical Anchor
Hook
Sub-assembly Sub-assembly
Whipstock Retrieval
Maximum Maximum
Assembly Tool
Overpull Overpull
Size (in.) Maximum
Torque (Release) Torque (Release)
Load (klb)
(ft·lb) (lb) (ft·lb) (lb)
16 – – –
13 3/8 30,000 114,000 – – –
11 3/4 30,000 95,000 – – 170
10 3/4 30,000 95,000 – – 170
9 5/8 20,000 95,000 15,000 36,000 170
8 5/8 20,000 95,000 15,000 36,000 170
7 5/8 14,000 65,000 15,000 27,000 150
7 11,000 65,000 15,000 27,000 150
5 1/2 4,000 45,000 6,500 18,000 100
5 4,000 28,000 4,500 12,000 44
4 1/2 4,000 28,000 4,500 12,000 44
Table 6-2
Whipstock Assembly Retrieving Specifications with Expandable Anchor
Expandable Anchor Hook
Whipstock Maximum Retrieval Tool
Assembly Overpull Maximum
Torque
Size (Release) Load (klb)
(ft·lb)
(in.) (lb)
13 3/8 x 20 50,000 114,000 –
9 5/8 x 13 3/8 30,000 95,000 170
7 x 9 5/8 20,000 65,000 150
4 1/2 x 7 6,000 32,400 –
Note: The Expandable Anchor may be retrieved in regular (non-Thru-Tubing)

applications. While the Expandable Anchor is also capable of being retrieved in
Thru-Tubing applications, we may not do so in the U.S., U.K., or Canada due to a
patent issue until May 2014. We are permitted to retrieve in Thru-Tubing
applications in countries outside of the U.S., U.K., and Canada.
®
Section 6 Retrieving the Whipstock Assembly
6.1 Hook Assembly Retrieval Tool

6.1.1 A whipstock assembly with a hook slot in the whip face can be
retrieved with the Hook Assembly Retrieval Tool. The tool is
designed to be hooked into the slot in the whip and then pulled to
release the assembly.
6.1.2 The recommended BHA for retrieval is: retrieval tool, full gage
stabilizer, bumper sub, fishing jar, joint of drill pipe, surveying
equipment, crossover, heavyweight drill pipe, and drill pipe.
6.1.3 Make up the hook assembly retrieval tool. Orient the reverse side of
the hook tang to the orienting sub. Note the orientation and
placement of the nozzle in the tool.
6.1.4 Lower the retrieving tool to just above the whip and record
operational parameters such as break over torque and rotating
string weight. Orient and jet wash the hook slot in the whip.
6.1.5 Position the hook tang below the slot on the whip face after
completing the washing operation.
6.1.6 Slowly work the string up and down the whip face to drop the hook
tang into the slot. Be prepared to work the string with minor
alterations in the hook tang attitude to engage the slot. Set down
against the bottom of the hook tang and pick up against the top of
the hook tang three times to ensure all residual torque is released
from the drill string, then pick up and apply right-hand torque a
couple of points above the pre-recorded break over torque.
6.1.7 Once engaged, pick up and apply overpull to release the assembly.
Increase the overpull to compensate for drag if necessary. If
release is not achieved at the anchor overpull load listed in Table
6-1 or Table 6-2, increase the overpull in stages up to maximum
load for the hook, also listed in same tables. Do not exceed this
load. Note maximum hinge pin shear load in Table 6-3. Do not
exceed this load.
6.1.8 If it is not possible to recover the whipstock assembly without

exceeding the hook assembly retrieval tool maximum load, release
and recover the tool by rotating out of the slot. Pull out of the hole
and proceed with the die collar assembly retrieval tool as detailed in
Section 6.2.
®
Retrieving the Whipstock Assembly Section 6
6.1.9 Upon release of the whipstock assembly, pick up and observe the
well for fluid loss and check for flow. Then pull out of the hole.
Avoid surging or swabbing the well while tripping.
6.2 Die Collar Assembly Retrieval Tool

6.2.1 A whipstock assembly can be retrieved using a tool that has a die
collar (box tap) section designed to pull the whipstock and a cut lip
guide to lift the whip off the casing wall.
6.2.2 Verify that the correct cut lip guide on the die collar assembly is
correct for the weight of casing. A typical BHA for retrieval is:
retrieval tool, full gage stabilizer, bumper sub, fishing jar, full gage
stabilizer, crossover, heavyweight drill pipe and drill pipe. A safety
joint and accelerator jars are used in some assemblies.
Note: Ensure the cut lip guide is not too long so as to prevent
engagement.
6.2.3 Lower the retrieving tool to just above the whip and record
operational parameters. Start slow right hand rotation (20 rpm) of
the drill string above the whip and continue slacking off the drill
string until torque and weight indications show whip engagement.
Weight should close the bumper sub when at the top of the whip.
Apply only minimal weight on the whip.
6.2.4 Work torque down the drill string to fully engage the whip.
Exceeding the torque values listed in Table 6-1 and Table 6-2 may
damage the anchor.
6.2.5 Apply overpull to the anchor to release it. Bleed down the jars prior
to pulling. A low jarring load may be necessary should it not release
at the over pull value. See Table 6-1 and Table 6-2 for the anchor
and setting tool release values.
6.2.6 Upon release of the whipstock assembly, pick up and observe the
well for fluid loss and check for flow. Then pull out of the hole.
Avoid surging or swabbing the well while tripping.
®
Section 6 Retrieving the Whipstock Assembly
6.3 Sheared Hinge Pin

Should the hinge pin shear while working to retrieve the whipstock
assembly, a standard overshot can be used on the hinge connector fishing
neck to recover the remaining assembly. See Table 6-3.
Table 6-3
Shear Values for the Hinge Pins and Fishing Neck Dimensions
Hydraulic Anchor
Sub-assembly Hinge Pin Shear Values Fishing Neck (in.)
Size (in.) (lb) Diameter Length
16 200,000 10.125 20.000
13 3/8 200,000 10.125 20.000
11 3/4 140,000 6.625 20.000
10 3/4 140,000 6.625 20.000
9 5/8 150,000 6.625 20.000
8 5/8 140,000 6.625 19.700
7 5/8 150,000 5.000 20.000
7 150,000 4.750 20.000
5 1/2 100,000 3.640 15.000
5 42,500 2.875 14.625
4 1/2 42,500 2.875 14.625
Expandable Anchor
13 3/8 x 20 200,000 10.125 20.000
9 5/8 x 13 3/8 150,000 6.625 20.000
7 x 9 5/8 150,000 4.750 20.000
4 1/2 x 7 42,000 3.690 14.625
3 1/2 x 7 32,000 2.750 18.000
Mechanical Anchor
9 5/8 150,000 6.625 19.500
7 5/8 150,000 4.750 20.000
7 150,000 4.750 20.000
5 1/2 100,000 3.640 15.000
4 1/2 42,500 2.875 14.750
®
Retrieving the Whipstock Assembly Section 6
6.4 Window Specifications

Total window length and full gauge window length are determined by a
proprietary computer program which simulates the mill travel along the
whip slides and into the formation. The program also calculates total
weight of the casing removed.
The equivalent slide angle and the dogleg severity (DLS) are estimated
based upon the whipstock slide length. See Table 6-4.
Table 6-4
Window Specifications-Trackmaster Plus System
Total Full Gauge
Casing Window Window Equivalent Estimated
Size Length Length Slide Angle DLS
(in.) (in.) (in.) (degrees) (deg./100 ft)
16 405 200 2.2 7.2
13 3/8 380 190 1.8 6.0
11 3/4 322 170 2.0 8.6
10 3/4 254 143 2.1 10.2
9 5/8 212 124 2.1 11.4
8 5/8 196 114 2.1 12.8
7 5/8 181 104 2.0 12.6
7 165 88 1.8 12.6
5 1/2 121 70 2.0 20.0
5 99 50 2.2 26.9
4 1/2 83 49 2.0 27.3
®
Section 7
7.0 Best Make up Practices for the

Trackmaster Plus Whipstock Assembly
Step 1
Tool to hold the whipstock in the rotary.
Note the T-Bar.
Step 2
Slot in whip for the T-bar.
Step 3
Protector on mill.
®
Best Make up Practices of the Section 7
Step 4 Step 5
Pulling mill through V-door. Note: To Removing protector from the mill.
avoid possible damage do not impact
mill against anything.
Step 6 Step 7
Moving whipstock assembly Removing protector from the anchor.
through V-door. Note: Sling around the protector.
®
Section 7 Best Make up Practices of the
Step 8 Step 9
Protector removed from the anchor. Lowering the whipstock assembly
into well.
Step 10 Step 11
Whipstock assembly in false rotary. Removing sling from whip.
®
Step 12 Step 13
Bolt in place in whip to receive mill. Mill aligned with whip.
Step 14 Step 15
Attaching mill to whip. Mill and whip aligned.
®
Section 7 Best Make up Practices of the
Step 16 Step 17
Removing the lifting hook Fitting hydraulic hose.
from the whip.
Step 18 Step 19
Attaching hydraulic hose to mill. Whip and mill attached.
®
Step 20 Step 21
Tightening lower fitting of hydraulic Whipstock assembly ready for
hose. alignment with MWD.
®
P.O. Box 60068 • Houston, Texas 77205-0068
U.S. and Canada: 800-877-6484
Tel: 281-443-3370 • Fax: 281-233-5121
www.slb.com
©2010 Schlumberger All Rights Reserved

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Trackmaster® Plus

Wellbore Departure Systems

After setting the anchor, either hydraulically or mechanically, a load is

1.2 Innovative Features

1.2.1 Multi-Ramp Whipstock

• Fast Cutout Ramp

1.2.2 Mill/Whip Hook-up

allows up to three degrees of flex between the milling assembly and

• Higher torque tolerance

1.2.3 Whipstock System Retrieval

• Manufactured from high strength alloy steel

1.3 Trackmaster Plus Anchor Systems

1.3.1 Trackmaster Plus Hydraulic Anchor

1.3.2 Trackmaster Plus Hydraulic Anchor with Pack-off Element

1.3.3 Trackmaster Plus Mechanical Anchor

1.3.4 Trackmaster Plus Inflatable Anchor

1.3.5 Trackmaster Plus Expandable Anchor

1.3.6 Trackmaster Plus Canfish Anchor (Mechanical)

1.4 The Trackmaster Plus Mills

1.4.1 Trackmaster Plus FasTrack Tri-Mill

1.4.2 Trackmaster Plus Hard Formation Bi-Mill

For further information, refer to Trackmaster Plus Hard Formation

1.4.3 Trackmaster Plus GeoTrack Mill

For further information, refer to Trackmaster Plus GeoTrack System

1.4.4 Trackmaster CRA Milling System

1.5 Hydraulic Running Tool

1.6 Non Advancing Multi-Cycle Bypass Valve

1.7 Retrievable Features

1.7.1 Hook Assembly Retrieval Tool

1.7.2 Die Collar Assembly Retrieval Tool

2.0 Equipment for Sidetrack

2.3 Bottom Hole Assembly Components

2.3.1 Well Preparation

2.4 Service Facility Checks

2.4.2 The whipstock assembly may be shipped to the service facility or

3.0 Preparation for Sidetrack

3.2 Well Preparation

This is to ensure optimum milling performance. Record the depth

3.2.3 Acceptable dogleg severity to set a whipstock is below three

3.2.4 It is recommended to review directional surveys prior to setting the

3.3 Milling Fluid Guidelines

3.3.5 High viscosity sweeps can be pumped periodically based on the

3.4 Non Advancing Multi-Cycle Bypass Valve Rig Test Procedure

• Kelly cock (closed) or test cap.

3.4.6 Run the assembly back into the hole.

Maximum Flow Rate Before Valve Starts to Close (gpm)

Maximum Flow Rate Before Valve Starts to Close (gpm)

Maximum Flow Rate Before Valve Starts to Close (gpm)

3.5 To Reset the NAMCBPV to the Start Position

3.6.2 Remove filter disc from ported casing.

3.6.3 Insert a Sleeve catch tool to hold the sleeve in place.

3.6.4 Insert piston activation tool into NAMCBPV.

3.6.7 Remove piston activation tool from NAMCBPV.

The valve is ready to run in hole with a Trackmaster Plus whipstock

It is strongly recommended to burn one cycle after successful re-cock of

Piston activation tool

View from Piston Nozzle End View from Outlet End

4.0 Trackmaster Plus System Make up Procedure

• Trackmaster Plus Whipstock Assembly

Caution: The pre-assembly steps are critical and must be performed to

Previously drawn mark

Break bolt shoulders

Caution: The preliminary check should be performed at the shop prior to

To prevent the water from boiling when temperatures exceed 212ºF