Running Too! Selective Equipment X® and R® Running Tool ‘The X* and R® running tools are used to run, locate, and set the X, XN®*, R, and RN® Jock mandrels and sub-surface controls in their respective tubing landing nipples. These run- ning tools may also be used to locate existing Xand R landing nipples in the tubing string. SELECTIVE POSITION CONTROL POSITION 91998 + Halliburton + Dallas, Texas U.S.A February 25, 1998 X@ and A® Running Too! The X or R running tool with X. XN. R. or RN Jock mandrel and sub-surface controls are made up ona standard wireline tool string and lowered into the well with the running tool in the selective position. As the tool string is lowered into the well, each X or R landing nipple of the same size will be detected as the packing of the lock mandrel passes through the packing bore of the nipple. The running tool will hold ‘he locking keys of the lock mandrel in a riracted position until a prede- termined landing nipple is located. When this particular landing nipple has been located. the Jock and running tool must pass through the nipple. Locator dogs are out on the shoulders of the inner mandrel in select positions. Pass- ing through a nipple, the locator dogs move up into a recess on the inner mandrel which allows the running tool to pass through the nipple. Once below the nipple, the dog spring moves the locator dogs down and over the expander OD of the inner mandrel. The tool string is then raised approximately five to six ft back through the nipple. As the running tool is pulled back through the nipple. the locating dogs will catch on the bottom end of the landing nipple. An approximate strain on the wireline of an additional 200 Ib may be required to pull the running tool up through the nipple. This pulling force is transmitted through the locating dogs on the running tool, which expands the keys of the lock mandrel. The lock mandrel and running tool, now in the control position, are lowered back into the Ianding nipple. As the lock mandrel enters the nipple, the 90° bearing surfaces on the spring loaded locking keys will engage the 90° sur- face in the landing nipple profile. locating the Jock mandrel in the landing nipple. This allows the lock mandrel to be set. The lock mandrel is mechanically set with downward jar action. Slickline Specialist! 5-36X® and R® Running Toot Running Too! Selective Equipment a ae ee Z a pes Trp SAL DL LILIEIEEIN SS ) CONTROL Pe a Soe PS ibe ES (i — | Wezzzrezareeee Pz (ZC SSNS 1S LOCATING Fig.1 February 25, 1998 Slickine Specialist! 5-37 ©1998 + Halliburton + Dallas, Texas U.S.ARunning Too! Selective Equipment ‘The downward jar action shears the top pin in the running tool and allows the expander sleeve of the lock mandrel to be driven behind the locking keys forcing them out into the nip: ple recess. When the lock is at least 80% set, the retainer dogs release the fish neck of the Jock mandrel because of reduced OD on the core of the running tool below the exposed lower end of the main mandrel. This allows the retainer dogs to retract in and release the fish neck of the lock mandrel. An upward strain on the wireline (approximately 200# above tool string weight) will generally con- firm that the lock mandrel is set. After it has ‘been confirmed that the lock mandrel and control devices are set in the nipple, upward jar action will shear the bottom pin, which attaches the lower end of the core of the run- ning tool to the lock mandrel and allows the running tool and tool string to return to sur- face. Note The no-go restriction designed into the XN® and RN? landing nipples will not allow the equalizing valve body attached to the lock mandrel to pass through the nipple. Prior to setting the XN and RN lock mandrels it is nec- essary that the running tool be placed in the control position before reaching the landing. nipple. This must either be done by hand at the surface or the running tool may be posi- tioned to the control position in an X® or R" landing nipple (or proper ID packing nipple) located in the tubing above the no-go nipple. As the lock mandrel reaches the no-go shoul- der in the landing nipple, the tool string will stop and the lock mandrel may be set in the same manner as X and R. Note The bottom shear pin is not protected from the upward jarring effect in the select or control position. This occurs through operator errors such as overrunning jars, bouncing, tools (when tools fall through a nipple), and jarring up when shifting the running tool from. ‘select position to control position. ©1998 + Haliburton + Dallas, Texas USA February 25, 1998 X@ and R® Running Too! ‘The operator may be unable to locate in the nipple with the lock mandrel after performing the procedure to place the running tool in the control position. Below are several explana- tons for this behavior: 1. There could be weak, double-acting key springs on the lock mandrel. 2. There could be worn shoulders oni the run- ning inner mandrel or the locating dogs, or both. If these shoulders at Point A (Fig. 2) are worn off, the tool cannot be kept in the control position. 3. The bottom pin in the running too! may be sheared. If there has been any upward jar action as the tool passes the nipple restric- tions above, the bottom pin in the running tool may have sheared. Slickline Specialist! 5-38Running Too! Selective Equipment Attaching the Running Tool to the Lock Mandret Place the running tool in the control position by placing the top sub in the vise and pulling the dog retainer housing towards the bottom of the running tool. This allows the locating dogs to drop into the recess in the main man- drel. At this same time, the lug segments are aligned with the recess in the dog retainer housing which permits the lugs to move out- wardly, releasing the core and allowing it to move up and down. Place the X* or R® lock mandrel in its locked position and slide it over the core of the running tool until it shoulders out on the retainer dog housing. Align and place the shear pin or punch through the packing mandrel and core. Hold the fish of the Tock mandrel against the dog retainer housing, grasp the lower end of the lock mandrel, and pull them apart. With the lock mandrel pinned temporarily to the core, the core is pulled down, forcing the retainer dogs outward and into the fishing neck of the lock mandrel. Note At this time, with the running tool in the control position, the lock mandrel should be in the locating position, indicated by the key springs moving the keys outward (spring loading the keys of the lock mandrel). Install the shear pins at this time. The shear pins should be cut slightly shorter than the OD of the running tool and braced in place. Also it is recommended that a punch be used to cross-punch the pin in the core to hold the pin centered. It is recommended that a brass shear be used to pin the top sub of the main mandrel sub assembly to the core and a steel shear pin be used to pin the lock mandrel to the core, ©1998 + Haliburton + Dallas, Texas U.S.A February 25, 1998 X@ and R@ Running Too! SSE ere eeeee ree Cecee eee Note The 90° angle on the lower core end of the core serves two purposes: 1. It protects the bottom pin from downward jarring. 2. Itprovides a base which is needed to shear the top pin when the lock locator in the nipple is in the control position. Place the tool in the proper position for the job to be performed. To ensure proper operation of both the run- ning tool and the lock mandrel the following should be checked: Running Tool in the Select Position ‘The running tool should be checked on the surface to ensure that it will move from the select position to the control position. 2. The locator dogs should be fully expanded and the OD checked for proper size. 3. The lock mandrel keys should be fully retracted. 4, The shear pins should be braced and cross- punched to ensure that they stay in place during the running operation. Running Too! in the Control Position The locator dogs should be fully retracted. Jocking the running tool in the control position, ‘The keys of the lock mandrel should be spring loaded to the locating position. The shear pins should be braced and cross- punched to ensure that they remain in place during the running operation. y The mandrel assembly is now ready to be run. Slickiine Specialist! 5-39Running Too! Selective Equipment Disassembly Instructions ‘With the running tool in the control position. place the top sub (1) in the vise with the run- ning tool in the vertical position. (The top sub and inner mandrel make up the mandrel sub assembly.) (Care should be taken to avoid damage to the fish neck on the top sub.) 1. Using a 3/16 punch drive retainer pin (2) out of core and remove the retainer (3). The core (7} can now be removed. [The fish neck retainer dogs (13) are free to drop out) 2. Place the tool in the locating position. this will relieve spring tension on the threads of the spring housing (6) and the dog retainer (9). Unscrew the dog retainer from the spring housing. 3. Remove the dog retainer assembly [dog retainer (9), dogs (10) split ring (11) and spring (8)| from the inner mandrel. The dog retainer assembly will come apart and the dogs and split rings may be removed as the assembly reaches the end of the mandrel. The spring may be removed by placing a piece of flat stock (hacksaw blade) on both ends of the spring, com- pressing it, turning it sideways, and removing it through the slot. 4, Remove the lug segments (12). 5. Iinspection and/or replacement of the 200# spring (5) is necessary, the inner man- drel can be removed of the top sub. CAUTION The top sub and the inner man- rel are a matched set. If either piece is damaged, both must be replaced. 6. Inspect all of the parts. Check that the shoulders on the dog (10) and the main mandrel at Point A (Fig. 2) are not rounded. ©1998 + Haliburton « Dallas, Texas U.S.A February 25, 1998 X® and R@ Running Too! Slicktine Specialist | 5-40unning Too! Selective Equipment Assembly Instructions 1. Place the top sub in a vise in an upright position, If the mandrel sub assembly (1) ‘was disassembled to inspect and/or replace the spring (5). slide the spring (5) and spring housing (6) onto the inner mandrel. Screw the inner mandrel into the top sub to a point where the long slots in the inner mandrel align with the slots in the top sub lengthwise and widthwise. Note The spring (5) is a 200¥ spring and its purpose is to hold the running tool in the select position. A bind of 200# or more is required to shift the tool from the select posi- tion to the control position. 2. Temporarily install the retainer (3) and check that it moves freely up and down the entire length of the slots. Remove the retainer (3) and lay it aside. 3. Remove the mandrel sub assembly (1) from the vise and lay it aside. 4. Vise the dog retainer (9) housing in the vise vertically, being careful to vise on the housing and not the threads, with the slots fully exposed. 5. Put the spring (8) in the dog retainer (9) housing by using two pieces of flat stock (hacksaw blades) on both ends of spring (8). Compress the spring (8) and turn it sideways to the slot in dog retainer (9) housing. Put the spring (8) through the slot on the dog retainer (9) housing. turn- ing the blades and spring (8) 1/4 turn. Release the compression on the spring (8) and remove saw blades. 6. Check the spring (8) to make sure it will compress and relax freely in the dog retainer (9) housing and the free ends of the spring (8) are not overlapping on an adjacent coil. Take the dog retainer (9) housing out of the vise and lay it aside. 7. Put the mandrel sub assembly (1) back in the vise upside down, avoiding damage to the fishing neck and threads. +1998 + Halliburton + Dallas, Texas U.S.A 10. 12. 13, February 25, 1998 X® and R® Running Too! Slide the dog retainer (9} down, housing threads first, over the inner mandrel. Align the windows in the dog retainer (9) hous- ing with the windows in the inner man- drel. Slide the dog retainer (9) down until the complete spring (8) passes slightly below the top of the two longer windows in the inner mandrel. Now insert a hack- saw blade (or a flat stock) through all of the windows above the spring (8). Pull the dog retainer (9) housing up as far as possible, compressing the spring (8). Use the handle end of an adjustable wrench (or flat 1 1/2" wide piece of stock or a file) to hold dog retainer (9) housing in a fully upright position. Place the split rings (11) through the win- dows of the dog retainer (9) with the notched side toward the lower end of the running tool or notched side facing up. Split rings (11) fit beside the end of the inner mandrel, not protruding into the windows, . The first locator dog (10) can enter through opposite window, placing the lugs on the locator dog (10) into the notches of the split rings (11) on the far side and set the locator dog (10) vertically in that window. The second locator dog (10) can turn side- ways and enter through the other open window, setting the lugs of the locator dog. (10) in the notches of the split rings (11) and setting the locator dog (10) vertically in that window. A short 8" pipe or round bar stock that has. an OD equal to or slightly smaller than the OD of the inner mandrel can be used to make the next assembly step easier. Care- fully insert this pipe through the open end of the dog retainer (9) to hold the locator dogs (10) and split rings (11) in place and set them on the end of the inner mandrel. Place the small lug segments (12) in the small windows in the inner mandrel just below the adjustable wrench (or flat piece of stock or file). The beveled edge on the lugs eliminates friction which occurs as the main mandrel moves down over the Slickine Specialist! 5-41Running Too! Selective Equipment core in the control position during the set. Ung procedure. The lug moves into the concentric groove smoothly. The purpose of using two lug segments in the running tool is to lock the mandrel to the core (7) (when the tool is in the select position) This protects the top shear pin from shear- ing in the select position. CAUTION The beveled side of each lug seg- ment (12) must face toward the lower end of the running tool or the lug segment (12) must be fac- ing up. The lug segments (12) should be installed so that they are flushed with the OD of the inner mandrel. 14, With the pipe still in place, gently lift the dog retainer (9) housing and remove the previously installed adjustable wrench or file from the window of the inner mandrel. 15, Allow the dog retainer (9) to move down on the inner mandrel until itis stopped by the hacksaw blade. 16, While holding the dog retainer (9) in this position, carefully remove the hacksaw blade. 17. Holding the assembly pipe in place. allow the dog retainer (9) assembly to move down as far as it will freely go. As the upper ends of the locator dogs (10) pass the upper end of the inner mandrel, the assembly pipe should be removed and laid aside, 18. As the dog retainer (9) assembly moves down over the inner mandrel, the upward facing end of the locator dogs (10) will engage and stop in the groove in the inner mandrel. This happens just before the pin thread on the dog retainer (9) housing reaches the box thread in the spring hous- ing (6) and prevents these threads from engaging and making up. In order to engage the threads, simply press inward on the extreme lower end of both locator dogs (10) simultaneously and release the upper ends of the locator dogs (10) from °1998 + Haliburton + Dallas, Texas U.S.A 19. 22, February 25, 1998 X® and R® Running Too! the groove in the inner mandrel. This allows the dog retainer (9) assembly to move down so that the threads of the dog retainer (9) can engage the threads in the spring housing (6). Make up the connec- tion hand tight for now—it will be tight- ened in a later step. Check that the locator dogs (10) are working freely and that the spring pushes the locator dogs (10) back in the locating position. Place the tool in a horizontal position in the round jaws of the vise with the win- dows of the inner mandrel in a perfect ver- tical position. Vise the too! at the lowest end of the top sub just above spring hous- ing (6). Grasp the spring housing (6) and pull toward the lower end of the tool, changing the tool to the control position. Take the two retainer dogs (13) and put the square end through the end of the inner mandrel, positioning the retainer dogs (13) in the windows of the inner mandrel. The ‘square end of the retainer dogs (13) should engage the groove near the end of the dog retainer (9) and set in the vertical win- dows. . Insert the core (7) slotted end first into the inner mandrel. It should move freely and completely into the mandrel sub assembly. Align the slot in the core (7) with the slots in the mandrel sub assembly (1). and insert the retainer (3) through the aligned slots. Move the core in and out to ensure that it moves freely through the entire Jength of the slot in the mandrel sub assembly (1). Slickline Specialist | 5-42Bunning Tool Selective Equipment X@ and A® Running Too! X® and R® Running Tool @ eT. | PART NAME H 1 | Main andre Sub Assembly 1 tA | Top Sub : 18 | inner Mandrel : 2 | Pin iMitd Steon : 3. | Retainer 1 3 | Shear Pin ' 5. | Spring : 6 | Spring Housing : 7 | Core Hl 8 | Soring i 3 | Dog Retainer 1 10. | Dog (Locator) fl 11 | Split Ring 1 12 | Lug Segment : 13__| Retainer Dog f 1 1 1 1 1 1 1 °1998 + Haliburton + Dallas,Texas U.S.A February 25, 1998 Slickine Specialist! 5-43Running Too! Selective Equioment 23. With the core (7) entirely in the mandrel sub assembly, insert a mild steel pin (2) of proper diameter and length [width of the flat side of the core (7)] through the access holes of the top sub. Pin the retainer (3) and core (7) together. Once the pin (2) is installed, this pin (2) must be flared on each end to ensure that it stays in place. The pin (2) must be of proper length so that after flaring, the pin (2) will be flush with or slightly recessed into the counter sink hole of the core (7). The core (7) should be tested to make sure it moves in and out of the mandrel sub assembly freely. 24, Loosen the vise and move the tool in the vise to the lower end of the dog retainer (9) housing, Vise in the round jaws of the vise. Place a wrench (preferably a strap or chain wrench) on the extreme upper end of the spring housing and tighten the connection moderately. CAUTION Be careful to avoid denting or distorting either the spring house (6) or dog retainer (9) housing. ‘The tool should be checked to see that the tool shifts smoothly from oS select to control position and that the core moves in and out smoothly in the control position. Note The core (7) has to be fully extended outward for the tool to shift to the select posi- tion, 191998 + Halliburion + Dallas, Texas U.S.A February 25. 1998 X® and A® Running Too! Slickline Speciatist 5-44