DATE

TECHNICAL MANUAL
MODEL “EXO”
SLIDING SLEEVE 03/09/00
PRODUCT N° 75.152

DESCRIPTION / APPLICATION
The type ”EXO” sliding sleeve is designed with a type “EX” nipple profile above and a polished pack-off
area below the inner sliding sleeve. With the inner sleeve in the closed position, sealing off the side ports,
the lower zone can be produced through the essentially full opening tool. The type “EX” nipple in the
sliding sleeve is available for flow control devices when the sleeve ports are closed and it is being used to
flow the lower zone only.
The type “EXO” sliding sleeve is opened by downward jarring utilizing the OTIS standard sliding sleeve
shifting tool.
The type “EXO” sliding sleeve may be located any place in the tubing string where it is necessary or may
be desirable to provide communication to the tubing-casing annulus. The sliding sleeve is a valuable aid
in such completion and production procedures as circulating, washing, alternating zone production or any
selective or multiple completion. It may be run into the hole with the sleeve in either the open or the
closed position. The sleeve is then closed or opened as necessary using standard wireline methods.
Any number of sliding sleeve may be run as part of a tubing string and any or all of these may be opened
or closed with one run of the OTIS wireline tools.

OPERATION
The type “EXO” sliding sleeve is positioned by means of the self releasing positioning tools which are run
with a standard string of wireline tools. Keys on the shifting tool are so arranged that they will easily pass
through the closing sleeve (8) when the positioning tool is traveling in one direction. When the tool is
moved the opposite direction, the keys will engage in the recesses in the closing sleeve and move it.
Since the positioning tool is threaded on each end, a wireline socket or suitable thread protector should
be screwed on the lower threads when the tool is run.
The closing sleeve (8) of the type “EXO” sliding sleeve may be placed in any of three positions: “open”,
“equalizing”, or “closed”. A collet latch at the lower end of the closing sleeve latches into any of three
detents in the bottom sub and holds the closing sleeve in position thus preventing accidental movement.
In the “closed” position the twelve ports through the nipple (2) are blanked off by the solid portion of the
closing sleeve.

TO OPEN ALL SLIDING SLEEVE OR ALL ABOVE A SPECIFIC LEVEL

The positioning tool with a standard set of keys should be run with its retracting sub screwed into the
knuckle joint of the wireline string. Run it to the first sliding sleeve to be opened and proceed down the
tubing string. If a pressure differential exists, allow the closing sleeve to remain in the “equalizing”
position before opening the sleeve and proceeding to the next.

TO CLOSE ALL SLIDING SLEEVE OR ALL ABOVE A SPECIFIC LEVEL

The positioning tool with a standard set of keys is run with its body sub screwed into the knuckle joint
of the wireline string. As each sliding sleeve is reached, it may be closed and the positioning tool will
be released allowing it to come up to the next.

TO OPEN ANY ONE SLIDING SLEEVE OR ANY GROUP OF SLIDING SLEEVES

A key retractor is run on the lower end of the positioning tool to prevent keys engaging the sleeves as
it passes through. The tool is run through the lowermost sleeve to be opened then pulled up to release

Copyright Ó 2000 Weatherford. All rights reserved.

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 DATE
TECHNICAL MANUAL
MODEL “EXO”
SLIDING SLEEVE 03/09/00
PRODUCT N° 75.152

the keys. Each closing sleeve is opened by driving down until the positioning tool releases, indicanting
full travel. The tools are raised to the next sleeve and the operation repeated. Any sleeve in the series
may be left in the up position by merely pulling the tools up through it driving down.

TO CLOSE ANY ONE SLIDING SLEEVE OR ANY GROUP OF SLIDING SLEEVES

The positioning tool with a set selective keys is run to a point below the uppermost sleeve to be closed.
Upward jarring is continued only long enough to get a “solid feel” which indicates the sleeve is closed
(excessive jarring may shear the pin and necessitate another run) . When the lowermost sliding sleeve
is closed continued upward jarring will shear the pin, allowing the positioning tool to be pulled without
disturbing the sliding sleeve through which it passes.

TO CLOSE ONE AND OPEN ONE SLIDING SLEEVE IN ONE RUN

Since sliding sleeves are extensively used in multiple zone installations and, generally, only one zone
at a time is to be produced, one of the most common operations is changing or shifting from one zone
to another. In order to perform this a piece of stem or spacer bar which is longer than the stroke of the
jars is placed between two positioning tools. The two positioning tools are placed so that their keys
face in opposite directions. The upper has its body sub screwed into the knuckle joint and its retractor
sub screwed into the spacer. Due to the drag of the extra set of keys, extra stem may be required in
the wireline set-up.
The lower tool should be equipped with a key retractor to prevent opening sleeves going down (other
than the one to be opened). If sleeve to be closed is below sleeve to be opened, run tools through
lower sleeve then up to close this sleeve. This operation will release downward facing keys on lower
tool. Raise tools to some point above sleeve to be opened then lower and jar down to open being
careful to keep top shifting tool from falling far enough to engage sleeve as the sleeve would then be
reclosed on raising the tools.
If sleeve to be opened is below sleeve to be closed, lower the tools to a point below upper sleeve and
pick up to release key retractor and jar up to close sleeve, being careful not to over travel where lower
tool enters sleeve. Lower tools and jar down to open sleeve; do not allow top tool to enter sleeve.
Retrieving tools will not disturb upper sleeves as they pass through.

DISASSEMBLY
1. Place nipple (2) in a vise so that jaws of the vise gripe the section where the ports are located.
2. Remove the top sub (1) and replace O-ring (3).
3. Remove bottom sub (12) and replace O-ring which is the same as (3) on top sub.
4. The closing sleeve (8) will remain connected to the bottom sub and may be removed with the aid of a
positioning tool screwed into a short plece of stem.
5. Remove upper and lower packing sets.

ASSEMBLY
1. Closing sleeve (8) should be inserted into the bottom sub all the way until it shoulders.
2. All packing should be assembled in the nipple (2), both upper and lower set.
3. Measure space remaining for thread make-up in nipple to avoid excess squeeze on packing. Do not
apply more than 1/16 inch longitudinal squeeze on packing.
4. The dummy end sub should be screwed into the top of the nipple.

Copyright Ó 2000 Weatherford. All rights reserved.

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 DATE
TECHNICAL MANUAL
MODEL “EXO”
SLIDING SLEEVE 03/09/00
PRODUCT N° 75.152

5. The guide plug will be placed in the upper end of the closing sleeve. The closing sleeve will then be
pushed through the nipple and the lower sub made up tight.
6. The guide plug and the dummy end sub will be removed and the upper sub made up tight.
7. After assembly, the sliding sleeve should be pressure tested before it is run in the well.

NOTE: Wrenches should never be placed over the threaded portion of the nipple.

DIMENSIONAL DATA
DIMENSIONS

SIZE ASSEMBLY L B C D E
NUMBER (R) in in in in in
(mm) (mm) (mm) (mm) (mm)
2.3/8”
75.152.12.21 Cs. Hyd
Pin
1.875 33.37 1.875 3.063 1.875 1.937
2.3/8”
(847,60) (47,62) (77,80) (47,62) (49,20)
75.152.12.01 E.U.
Pin

2.7/8”
75.152.23.01 E.U.
Pin
2.313 36.93 2.313 3.750 2.313 2.366
2.7/8
(938,02) (58,75) (95,25) (58,75) (60,10)
75.152.23.11 Cs. Hyd
Pin

3.1/2”
2.866
75.152.29.01 E.U.
(72.80)
Pin
2.750 43.50 2.750 4.279 2.750
3.1/2”
(1104,8) (69,85) (108,70) (69,85)
2.929
75.152.29.11 Cs. Hyd
(74,40)
Pin

Copyright Ó 2000 Weatherford. All rights reserved.

Page 3 of 4
 DATE
TECHNICAL MANUAL
MODEL “EXO”
SLIDING SLEEVE 03/09/00
PRODUCT N° 75.152

PARTS LIST
ITEM DESCRIPTION QTY. SIZE / PART NUMBER
Nº 1.875 2.313 2.750
E.U. 75.152.12.01.01.00 75.152.23.01.01.00 75.152.29.01.01.00
01 Top Sub 01
C.S. HYD 75.152.12.21.01.00 75.152.23.11.01.00 75.152.29.11.01.00
02 Nipple 01 75.152.12.01.02.00 75.152.23.01.02.00 75.152.29.01.02.00
80.451.33.52.29.46 80.451.33.52.34.46 80.451.33.52.37.46
03 O-Ring 02
(229) (234) (237)

80.451.34.75.23.46 80.451.35.86.52.46 80.451.35.86.53.46

04 O-Ring 02
(331) (12.043)

05 Split Ring 01 75.152.12.01.05.00 75.152.23.01.05.00 75.152.29.01.05.00

06 Female Adapter 04 75.152.12.01.07.00 75.152.23.01.07.00 75.152.29.01.06.00
07 Female Adapter 02 75.152.12.01.07.00 75.152.23.01.07.00 75.152.29.01.07.00
08 Closing Sleeve 01 75.152.12.01.08.00 75.152.23.01.08.00 75.152.29.01.08.00
09 Vee Packing 10 75.152.12.01.09.00 75.152.23.01.09.00 75.152.29.01.09.00
80.451.34.75.23.46 80.451.35.86.52.46 80.451.34.75.30.46
10 O-Ring 01
(331) (12.043) (338)

E.U. 75.152.12.01.12.00 75.152.23.01.12.00 75.152.29.01.12.00

12 Bottom Sub 01
C.S. HYD 75.152.12.11.12.00 75.152.23.11.12.00 75.152.29.11.12.00

Copyright Ó 2000 Weatherford. All rights reserved.

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