Baker Oil Tools Unit No.

4580 Date: October 1, 2003

Rev. New Page: 1 of 8
FLOW CONTROL SYSTEMS Sliding Sleeves
TECHNICAL UNIT
“CMPA”TM Non-Elastomeric Circulating Sliding Sleeve
Product No. 810-81

Description
The Model “CMPA” Circulating Sliding Sleeve
is a high performance, non elastomeric equalizing
sliding sleeve which allows communication be-
tween the tubing and annulus for circulation. The
Circulating Sliding Sleeve allows hydraulic setting
of packers and verifies the seal integrity between
the packer and the tubing. After the tubing pres-
sure test is performed, annulus pressure shifts the
outer circulating sleeve downward to the full open
position. This feature allows for circulation of
heavy completion fluids out of the annulus string
while the well is flanged up, permitting safer com-
pletion of the well and eliminates the need to make
a wireline trip in the heavy fluid. When desired, the
sleeve can be shifted closed using standard wire-
line methods with a standard shifting tool. A lock-
ing profile is included in the upper sub of the sleeve
with a polished seal bore above and below the
ports, to except a variety of wireline locks, packing
and accessories.

Drawing No. 299-691

This document is and contains unpublished, copyrighted and confidential information of Baker Hughes, and is revealed for limited purposes only. This document
is the property of Baker Hughes and is to be returned to Baker Hughes on request and may not be reproduced, used or disclosed to persons not having a need to
know consistent with the purpose of the document, without the written consent of Baker Hughes. This document is not rented, loaned or sold, either alone or in
conjunction with equipment or product. © 4/14/04 Baker Hughes Incorporated.
 Unit No. 4580 10-1-03 “CMPA”TM Non-Elastomeric
Rev. New Page 2 of 8 Circulating Sliding Sleeve

WARNING
Use of Baker equipment contrary to
manufacturer’s specification may result in
property damage, serious injury or fatality.

Features/Benefits • The Seal Stack is manufactured from proprietary, high-

• Allows circulation of kill fluids with wellhead in
place prior to releasing packer for safer
operation.
• Allows tubing pressure test to verify packer
tubing seal integrity.
• Eliminates need for wireline work to open the
sleeve. • Mill slots replace drill holes as flow ports on both the
• Allows setting of hydraulic packers with well
flanged-up.
• Inner sleeve is closed and opened with
standard shifting procedures and shifting tools. •
• A specially designed diffuser ring made of high
strength thermoplastic is critically spaced
between the flow ports and the upper packing •
unit. This prevents damage to the upper
packing unit during shifting by controlling the
rush of fluid or gas, and lessens the likelihood
of tool string damage by providing for slow
equalization of high differentials.
strength, non-elastomeric compounds that are
chemically inert and 30% stronger than commercially
available materials. Rather than becoming hard and
brittle or bonding to the metal, as is the case with
elastomeric materials, our seal compound actually
behaves as a lubricant, alleviating seal bonding
problems.
housing and the insert to allow more flow area, reduce
erosion, and allow higher torque and tensile strengths
through the sleeve.
Locating the threaded connection inside the primary seal
stack eliminates the need for O-ring thread seals and
cuts the number of potential leak paths in half.
The threat of galling is further reduced by coating all
metallic components with proprietary surface treatments.
This assumes that the sleeve will be redressable in the
future, even when ordered in CRA materials. These
coatings also provide corrosion and erosion resistance.
Alloy and stainless steel grades are treated with QPQ™
coating, which has performed flawlessly since 1985.
High nickel alloys are coated with Bakers Bakertron R ion
plating process.

Specification Guide
* “CM” Equalizing/
Torque Shifting Forces
Tubing Seal Max Tensile Model “B” Shifting Tool
Limit
Size Bore Temp °F lbs Shifting Tool Equalizing Shifting
ft/lbs Static Dynamic
Tool Tool
2-7/8 2.313 140,000 3,500 100 - 1100 100 - 750 811-19-2250 811-21-2310 811-20-2310
2.562 375° 811-19-2560 811-21-2560 811-20-2560
3-1/2 182,600 4,000 100 - 1100 100 - 750
2.750 811-19-2810 811-21-2750 811-20-2750
* See Tech unit 4601 for “CM” Equalizing/Shifting Tool
Note: Ratings are based on 80,000 psi yield NACE material (AISI 4140-4145)
Bakertron is a registered trademark of Baker Oil Tools
“CMPA”TM Non-Elastomeric
Circulating Sliding Sleeve
Seal Performance Limits
Temperature Rating: 100° F - 375° F
Some sizes have a reduced upper temperature
limit. Consult the “Specification Guide” for the ac-
tual temperature.
Differential Unloading Limit: 1,500 psi maximum
differential at 375° F, 50 open/close cycles.
Variable Set Circulation Sleeve: The circulation
sleeve can be set to open at various pressures by
varying the number of shear screws. Consult the
Parts List and Shear Screw Data for each size.
Temperature Cycling: Minimum 5 thermocycles
from maximum temperature rating to 100° F.
Environmental Limit: All non-metallic compo-
nents are made from highly chemical resistant
thermoplastic materials. Only a few very aggres-
sive chemicals are known to reduce performance.
In normal downhole use, no material or sealing
degradation is anticipated.
Storage
The Baker Model “CMPA” Circulating Sliding
Sleeve is designed to be as maintenance free as
possible. Low alloy assemblies which may corrode
due to atmospheric moisture are supplied with a
surface coating that resists corrosion and galling.
High alloy and nickel base alloy sleeves are fur-
nished with anti-galling coatings on the tubing and
internal threads. For optimum performance and
life, all sleeves should be stored vertically in a dry
indoor area until ready for use.
Running Procedure
1. Visually inspect the Model “CMPA” Circulating
Sliding Sleeve prior to running it into the well. It
is recommended that a strap or chain wrench
be used when making up the sliding sleeve
onto the tubing string. If a pipe wrench is used
during make-up, wrench only at the box and pin
areas. All wrench marks should be filed off.
CAUTION
Do not exceed specified torque limit listed
in the “Specification Guide” if torquing
through sleeve.
2. The sleeve is run downhole with the outer
sleeve closed and the sliding sleeve insert
open. Verify the sleeve is in this position.
Unit No. 4580 10-1-03
Rev. New Page 3 of 8
3. Verify that the tubing thread connections are
made up to the correct torque value.
4. Once the packer is tested, an application of an-
nulus pressure to the predetermined psi will
blow the outer sleeve open. After all the heavy
completion fluid is circulated out, the sleeve is
closed using the following procedure.
Shifting Procedure
The shifting procedure of the sleeve is per-
formed by using one of the shifting tools specified
in the “Specification Guide.” Due to the superior
sealing performance of the “CMPA” Circulating
Sliding Sleeve, the seal friction force may be high-
er than other lower performance sleeves and
therefore requires the use of a high strength shear
pin (i.e., steel) to ensure that the sleeve is fully
opened or closed. Partial shear of the pin may re-
lease the shifting tool prematurely and prevent the
sleeve from being completely opened or closed.
To close the sleeve, attach the shifting tool (square
shoulder of the keys looking up) to the tool string,
and run tool string in hole until shifting tool is below
sleeve to be closed. Pull shifting tool up until it en-
gages sleeve and jar up until shifting tool releases.
Repeat closing procedure to verify sleeve is com-
pletely closed and return tool string to surface. In-
spect shifting tool to verify the condition of the
shear pin. To shift the “CMPA” sleeve open, the
equalizing or shifting tool should be attached to the
tool string with the square shoulder of the keys fac-
ing down. The tool string is then run in the hole until
the tool string stops in the sleeve. The equalizing
or shifting tool is then jarred down until the equal-
izing position is found (the pressure will start to
equalize between the tubing and annulus when in
the equalizing position). If the operator misses the
equalizing position and fully opens the sleeve, the
tool string might be blown up the hole and damage
the wireline tool string. In high differential applica-
tions the equalizing tool (see Specification Guide)
is recommended before using the shifting tool to
fully open. Once the pressures are equalized, the
shifting tool is then jarred down until it releases.
This indicates the sleeve is open. Bring tool string
backup through sleeve and jar down again. Repeat
several times to ensure sleeve is open. Return
equalizing or shifting tool to surface and inspect
tool to verify the shear pin is not sheared. If shear
pin has sheared, redress the tool with new pin and
repeat procedure to ensure sleeve is fully open.
 Unit No. 4580 10-1-03
Rev. New Page 4 of 8
Disassembly
Refer to Drawing No. 299-691.
1. Place Sliding Sleeve in a pipe vise and grip on
Housing (3).
2. Backoff Upper Sub (1) and remove. Remove
Upper Packing Unit (2) from Insert (4) and any
that may remain inside Upper Sub. Remove the
O-ring (8) that is on the OD of the Upper Sub.
3. Backoff Lower Sub (5) and remove. Remove
the Outer Sleeve (7) from the Lower Sub (5).
Remove any portion of the Lower Packing Unit
(2) that may remain inside Lower Sub. Remove
O-ring (9) and all Brass Shear Screws (10) on
the Outer Sleeve (7).
4. Grab Insert (4) at collet finger end and remove
from Housing (3) (do not disassemble Insert so
that collet fingers are forced through Housing).
A shifting tool or rubber mallet may be required
to remove Insert due to friction caused by the
Diffuser Ring (6).
5. Remove Lower Packing Unit (2) from Insert (4).
Be sure to remove packing from upper end of
Insert and not across collet fingers.
6. Remove Diffuser Ring (6) from Housing (3). Be
careful not to damage diffuser ring groove in
Housing.
7. Clean all parts and inspect for damage and
wear. Replace any part that is no longer ser-
viceable. The Packing Units (2), Diffuser Ring
(6), O-rings (8) and (9), and Brass Shear
Screws (10) must always be replaced when re-
dressing or repairing Sleeve.
Assembly
Refer to Drawing No. 299-691.
1. Assemble using Baker Downhole Grease,
Product No. 499-21, on internal threads. Use
Baker Tubing Seal Grease, Product No. 499-
26, on all Seals and all Seal Surfaces.
2. Work Diffuser Ring (6) into Housing (3) by
hand. Do not use a sharp instrument to work
diffuser into place or it maybe damaged and re-
duce the tool’s performance. Be sure that the
split ends are flush with the rest of the diffuser.
“CMPA”TM Non-Elastomeric
Circulating Sliding Sleeve
Caution
Failure to install Diffuser completely and
correctly may result in damage to the
Diffuser when assembled over the Insert, (4)
reducing the tool’s performance.
3. Place Housing (3) in pipe vise. Grease ID with
Baker Tubing Seal Grease, Product No. 499-
26. Do not overtighten vise as it may perma-
nently deform Housing.
4. Place Insert (4) with end containing collet fin-
gers down on workbench. Grease the OD of the
Insert with Baker Tubing Seal Grease, Product
No. 499-26.
Caution
Do not vise on the Insert (4) for any reason.
The OD surface is a sealing surface and any
damage may reduce the sealing
performance of the tool. Also, check the
seal entry bevel at the upper end of the
Insert for burrs, scratches or dings as they
may damage the seals during installation. If
small scratches are present, use a fine
grade of emery cloth (>320 grit) to remove
the scratches before assembly. If damaged
beyond repair, replace Insert.
5. Grease the ID and OD of the Packing Unit (2)
with Baker Tubing Seal Grease, Product No.
499-26. Slide a Packing Unit over upper end of
Insert (4), past the flow ports until it is several
inches from the collet fingers.
Caution
Do not slide Packing Unit (2) over collet
fingers as it may damage the Seals and
reduce the performance of the Sleeve.
6. Place top end of Insert (4) into end of Housing
(3) farthest from diffuser groove and slide Insert
in until Packing Unit (2) meets end of Housing.
Be careful not to damage the Diffuser Ring (6)
as the Insert is installed into the Housing.
7. Grease seal gland ID of Lower Sub (5) with
Baker Tubing Seal Grease, Product No. 499-
26. Grease Stub Acme threads on Lower Sub
and Housing (3) with Baker Downhole Grease,
Product No. 499-21.
Caution
Upper and lower ends of the Housing (3)
have different pitch threads to prevent
assembling the Housing, Upper Sub (1) and
Lower Sub (5) in the wrong position. Do not
force assembly of parts.
“CMPA”TM Non-Elastomeric
Circulating Sliding Sleeve
8. Place O-ring (9) on Lower Sub (5) and grease
the OD of the Lower Sub with Baker Downhole
Grease, Product No. 499-21 and slide the Out-
er Sleeve (7) onto the Lower Sub until it bot-
toms on the upset.
9. Slide Lower Sub (5) and Outer Sleeve (7) sub-
assembly over bottom end of Insert (4) and
Packing Unit (2). If necessary, tap end of Lower
Sub with a rubber hammer until the Lower Sub
can be threaded onto Housing (3). It may be
necessary to tap end of Lower Sub and screw
at the same time to start threads. (Align Lower
Sub with Housing while starting the threads to
prevent damaging the seals or threads.)
Caution
Be careful not to damage the OD of the seals
while installing the Lower Sub (5).
10.Make-up Lower Sub (5) to Housing (3).
Caution
Do not wrench on Stub Acme Box OD; it is a
Seal Surface.
11.Relocate vise position from Housing (3) to just
above pin thread on Lower Sub (5).
Caution
Do not vise on the Outer Sleeve for any
reason.
12.Grease the ID and OD of second Packing Unit
(2) with Baker Tubing Seal Grease, Product
No. 499-26 and slide onto Insert (4) until it
meets end of Housing (3).
13.Place the O-ring (8) in the first groove from the
Stub Acme Box End on the Upper Sub (1).
14.Grease seal gland ID of Upper Sub (1) with
Baker Tubing Seal Grease, Product No. 499-
26. Grease Sub Acme threads on Housing (3)
and Upper Sub with Baker Downhole Grease,
Product No. 499-21.
15.Make-up Upper Sub (1) to Housing (3). If nec-
essary, tap end of Upper Sub with rubber ham-
mer until the Upper Sub can be threaded onto
Housing. It may be necessary to tap end of Up-
per Sub and screw at the same time to start
threads (align Upper Sub with Housing while
starting threads to prevent damaging the seals
or threads).
Caution
Be careful not to damage the OD of the
Seals while installing the Upper Sub (1).
Unit No. 4580 10-1-03
Rev. New Page 5 of 8
16.Tighten thread connections until snug.
Caution
Do not wrench in the O-ring area.
17.Vise on Lower Sub (5) just above pin thread.
Review sleeve’s torque limit stated in the
“Specification Guide.” Wrenching just below
box thread, torque sleeve to the tubing thread
optimum make-up torque, being careful not to
exceed sleeve’s torque limit.
Caution
Do not exceed the recommended make-up
torque through the sleeve as this may cause
distortion in the area of the flow ports or
internal threads and prevent sealing and
shifting properly. Refer to the “Specification
Guide” for the sleeve’s torque limit and
parts list for correct make-up torque.
18.Pull the Outer Sleeve up until it bottoms on the
upset of the Upper Sub (1) and install the de-
sired number of Brass Shear Screws (10). Re-
fer to the Parts List and Shear Screw Data for
shear values.
Test Procedure
The OTIS Model “B” Type Shifting Tool is de-
signed to release automatically upon engaging the
bevel on either the Upper or Lower Subs. It is also
designed with an emergency shear release feature
and may release prematurely if the shifting force is
excessive. Shifting the sleeve is performed by us-
ing one of the shifting tools listed in the “Specifica-
tion Guide.” Due to the superior sealing
performance of the “CMPA” Circulating Sliding
Sleeve, the seal friction force may be higher than
other lower performance sleeves; therefore, it re-
quires the use of a high strength shear pin (i.e.,
steel) to ensure that the sleeve is fully opened or
closed. Partial shear of the pin may release the
shifting tool prematurely and prevent the sleeve
from being completely opened or closed. Before
using shifting tool, verify that tool contains undam-
aged high strength shear stock to ensure that suf-
ficient force is applied to the insert to shift sleeve to
the fully open or closed position. When shifting, it
is not uncommon for the shifting tool to disengage
prematurely. This is due to the condition of the
shifting tool, the profile size, the spring force on the
shifting keys, the condition of the insert shifting
profile, and being horizontal in the vise. As a result,
it may be necessary to re-engage the insert with
 Unit No. 4580 10-1-03
Rev. New Page 6 of 8
the shifting tool several times to shift the sleeve
completely.
Caution
If during any portion of the test procedure the
sleeve shifting force increases significantly, or
the shifting tool shears the shear pin during a
single shift, DO NOT USE sleeve until the cause
of the excessive shifting force has been
discovered and reduced to an acceptable level.
If available, use a load cell to measure shifting
force. Force to shift sleeve should be within
values stated in “Specification Guide.”
1. Shift Sliding Sleeve to open position by jarring
Insert (4) with the correct shifting tool. Be sure
that Sleeve has been shifted completely by ver-
ifying that the ports in Insert and Housing (3)
are aligned.
2. Jar Insert (4) to the closed position. Visually in-
spect to ensure the Insert has shifted complete-
ly and the Sleeve is closed. Shift Sleeve open
and closed again, using jars.
3. Shift Sleeve open. Install appropriate Bull
Plugs. Verify that the Outer Sleeve (7) is closed
and pinned with the required number of Brass
Shear Screws (10).
4. If desired, to determine actuation pressure, the
sleeve must be placed in a fixture that will allow
pressure to be applied to the exterior of the
sleeve while Atmospheric Pressure is main-
tained in the interior of the sleeve. The pressure
should be applied until the Outer Sleeve (7) is
sheared - record pressure required to shear.
5. Inspect O-rings (8) and (9) for damage and re-
place if necessary. If damaged, replace O-
rings.
“CMPA”TM Non-Elastomeric
Circulating Sliding Sleeve
Caution
Do not exceed the pressure rating of the
Outer Sleeve (7) or the Sliding Sleeve.
6. Bleed pressure off and jar Insert (4) to closed
position.
7. With the Sleeve in the closed position, attach
the appropriate Bull Plugs or insert the Internal
Test Fixture from pin thread end into the Sliding
Sleeve and pressure internally with fluid to full
working pressure and allow pressure to stabi-
lize. Hold for 10 minutes after pressure stabiliz-
es. Bleed pressure off. Remove Bull Plugs or
Internal Test Fixture.
There shall be no leakage or reduction in indi-
cated pressure during 10 minute hold.
8. Shift Sleeve open with load cell and record the
maximum shifting force. Shift Sleeve closed
with load cell and record maximum shifting
force. Load required to open and close Sleeve
must be within the maximum shifting force val-
ues in “Specification Guide.” If a load cell is not
available, Shift Sleeve with a Steel Shear
Pinned Shifting Tool. Pin should not shear dur-
ing single opening or closing of the Sleeve.
9. Drain excess fluid from Sleeves. If water was
used as test fluid, blow Sleeve dry and swab ID
with oil and install thread protectors.
10.If Sleeve is not to be used immediately, store
vertically in a dry indoor area until ready for use.
11.Re-dress Outer Sleeve as described above.
 “CMPA”TM Non-Elastomeric Unit No. 4580 10-1-03
Circulating Sliding Sleeve Rev. New Page 7 of 8
“CMPA”TM Non-Elastomeric Circulating Sliding Sleeve
Drawing No. 299-691
Unit No. 4580 10-1-03 “CMPA”TM Non-Elastomeric
Rev. New Page 8 of 8 Circulating Sliding Sleeve

“CMPA”TM Non-Elastomeric Circulating Sliding Sleeve

Parts List
Refer to Drawing No. 299-691.
Size And Commodity No.
Item No
Description 2-7/8" 3-1/2"
No. Req'd
2.313 2.562 2.750
1 Upper Sub 1 03-35857-01 03-43796-00 03-46495-00
2 Packing Unit 2 02-99629-00 02-99634-00
3 Housing 1 02-98627-00 02-98623-00 02-98623-00
4 Insert 1 02-98626-00 02-98527-00 02-98622-00
5 Lower Sub 1 03-35859-01 03-43817-00 03-46496-00
6 Diffuser Ring 1 02-99561-00 02-99626-00 02-99626-00
7 Outer Sleeve 1 03-35858-00 03-43793-00 03-43793-00
8 O-ring 1 WW-B238-H40 WW-B244-H40 WW-B244-H40
9 O-ring 1 WW-B240-H40 WW-B247-H40 WW-B247-H40
10 Brass Shear Screw - WW-GE1B-0DB [3] WW-GE18-0FB [8] WW-GE18-0FB [6]
- Internal Test fixture 1 02-99575-00 02-99576-00 02-99592-00
- Commodity No. - 810-81-3703 810-81-4002 810-81-4201
- Piston area of Outer Sleeve in2 - 1.904 / 1.843 2.571 / 2.497
2-7/8" 3-1/2" 3-1/2"
- Connections -
6.5 EU 8 Rd Box x Pin 12.7 New Vam 10.3 CS Hydril
- Profile in Upper Sub - Otis “X” Baker “F” Otis “X”

Shear Value Of Shear Screw Data

Brass Steel
Min Max Min Max
1/4 - 20 1,203 1,627 1,528 2,292
5/16 - 18 2,023 2,737 2,576 3,864

To Calculate Outer Sleeve Activation Pressure:

(N) * (S)

A
Where:
N = Number of screws
S = Shear Value of Screw
A = Piston Area of Outer Sleeve