105698A-CRTi3-7.0 ActiveSET Product Manual CE[001-080]

Contents
General Disclaimer
1 Introduction and Overview ................................................................................................... 1
1.1 Introduction to the Product Manual ............................................................................... 1
1.2 Introduction to the Tool ................................................................................................. 3
1.3 General Notes ................................................................................................................. 4
1.4 Training ........................................................................................................................... 4
1.5 Marking .......................................................................................................................... 5
1.6 Explanation of Marking ................................................................................................... 5
1.7 Company Information..................................................................................................... 7
2 Tool Information ................................................................................................................... 8
2.1 Configurations ................................................................................................................ 8
2.2 Operating Limits ............................................................................................................. 8
2.3 Dimensions and Weights ................................................................................................ 9
2.4 Hoist and Torque Capacity ............................................................................................ 11
2.5 Maximum Set down Load and Pressure End Load ........................................................ 12
2.6 Air Spring Pressure Guidelines ...................................................................................... 13
2.7 Calculations and Data Concerning CRTi3-7.0 ActiveSET ................................................ 16
3 Setup and Installation ......................................................................................................... 21
3.1 Pre-Job Checks .............................................................................................................. 21
3.2 Critical Spares and Required Tools................................................................................ 22
3.3 Hoisting and Handling ................................................................................................... 23
3.4 Stump Guides ............................................................................................................... 24
3.5 Safety Nubbins.............................................................................................................. 25
4 Operation & Running .......................................................................................................... 27
4.1 General Safety .............................................................................................................. 27
4.2 Rigging In ...................................................................................................................... 28
4.3 Hoisting Casing Joint with Handling Equipment............................................................ 29
4.4 Stabbing, Setting CRT, and Connection Make-Up ......................................................... 30
4.5 Running In Casing ......................................................................................................... 32
4.6 Releasing the CRTi ........................................................................................................ 33
4.7 Connection Breakout & Casing Laydown ...................................................................... 35
4.8 Rigging Out ................................................................................................................... 36
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Document No. 105698 Revision A CRTi3-7.0 ActiveSET Product Manual
4.9 Casing Drilling / Cementing........................................................................................... 37
4.10 Cold Weather Considerations ....................................................................................... 37
4.11 Slant Rig Considerations ............................................................................................... 38
5 Emergency Operations ........................................................................................................ 39
6 Start-up After Emergency.................................................................................................... 40
7 Base Tool Assembly ............................................................................................................. 41
7.1 Assembly Preparation ................................................................................................... 43
7.2 Instructions for the ActiveSET Base Tool (Ref Dwg # 105360) ...................................... 45
7.3 Assembly of CRTi with Integral Slips (Ref Dwg # 105025) ............................................. 80
7.4 Assembly of CRTi with Two-Piece Dies (Ref Dwg # 105026) ......................................... 89
7.5 Assembly of CRTi with Two-Piece Dies (Ref Dwg # 105027) ....................................... 102
7.6 Assembly of CRTi with Three-Piece Dies (Ref Dwg # 105028) ..................................... 116
7.7 Function Test .............................................................................................................. 131
8 Casing Seal Assembly & Disassembly ................................................................................ 135
8.1 Assembly Preparation ................................................................................................. 135
8.2 Swivel Casing Seal Assembly for 7.0”-7.63” (Ref Dwg # 81741) .................................. 137
8.3 Swivel Casing Seal Assembly for 8.63”-13.38” (Ref Dwg # 81744) .............................. 141
8.4 Wedge Casing Seal Assembly for 13.38”-20” (Ref Dwg # 81896 & 81537) ................. 145
8.5 Installing Casing Seal Assemblies onto Volant CRTs .................................................... 154
8.6 Disassembly ................................................................................................................ 155
9 Tool Maintenance ............................................................................................................. 156
9.1 Maintenance Kit ......................................................................................................... 157
9.2 Maintenance Environment ......................................................................................... 160
9.3 Definitions .................................................................................................................. 160
9.4 Inspection Frequency ................................................................................................. 161
9.5 Inspection Procedures ................................................................................................ 161
10 Transportation & Storage .................................................................................................. 203
10.1 Transportation ............................................................................................................ 203
10.2 Storage ....................................................................................................................... 204
11 Troubleshooting ................................................................................................................ 205
11.1 Setting the Volant CRTi ............................................................................................... 205
11.2 Releasing the Volant CRTi ........................................................................................... 207
11.3 Other Issues ................................................................................................................ 211
11.4 CRTi Seal Assembly ..................................................................................................... 212
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12 CRTi Recommended Makeup Torques .............................................................................. 215
12.1 Instructions for use ..................................................................................................... 215
13 Torque Specifications and Techniques .............................................................................. 217
13.1 Correct Torquing Techniques...................................................................................... 217
14 Revision History................................................................................................................. 218
Appendix A Slip/Die Test Ring ............................................................................................. 219
Appendix B Casing Maximum Inside Diameter ................................................................... 221
Appendix C Mandrel Neck Area Reduction Calculation ...................................................... 222
Tables
Table 1-1: Common Units.............................................................................................................. 2
Table 2-1: Overall Tool length and weight .................................................................................. 10
Table 2-2: Slip/Die sizes1, slip to pipe body load efficiencies and torque factors ........................ 18
Table 9-1: Inspection frequency ................................................................................................ 161
Table 13-1: Torque chart (.1µ) .................................................................................................. 217
Table 13-2: Volant threaded fasteners torque chart (.1µ) ........................................................ 217
Figures
Figure 1-1: Basic Components of CRTi 3-7.0 ActiveSET ................................................................. 3
Figure 1-2: CRTi 3-7.0 ActiveSET tool marking............................................................................... 5
Figure 2-1: CRTi3-7.0 ActiveSET tool configuration ....................................................................... 8
Figure 2-2: Location of Schrader Valve ........................................................................................ 13
Figure 2-3: CRTi3-7.0 ActiveSET air spring collapse load ............................................................. 14
Figure 2-4: CRTi3-7.0 ActiveSET combined load rating ................................................................ 16
Figure 3-1: Volant stump guide without section view (left) and with section view (right) .......... 24
Figure 3-2: Volant safety nubbin without section view (left) and with section view (right) ........ 25
Figure 7-1: CRTi3-7.0 ActiveSET tool configurations ................................................................... 41
Figure 7-2: Proper orientation of CRTi in work-over stand.......................................................... 42
Figure 7-3: Isometric external view of CRTi3-7.0 ActiveSET ........................................................ 45
Figure 7-4: Isometric external view of CRTi3-7.0 ActiveSET with Integral Slip assembly ............. 80
iii
Figure 7-5: Isometric external view of CRTi3-7.0 ActiveSET with two-piece assembly ................ 89
Figure 7-6: Isometric external view of CRTi3-7.0 ActiveSET with two-piece assembly .............. 102
Figure 7-7: Isometric external view of CRTi3-7.0 ActiveSET with three-piece assembly ........... 116
Figure 8-1: Swivel Casing Seal Assembly (7.0” – 7.63”) ............................................................. 137
Figure 8-2: Swivel Casing Seal Assembly (8.63” - 13.38”) .......................................................... 142
Figure 8-3: Wedge Casing Seal Assembly (13.38”-20”) ............................................................. 146
Figure 9-1: Proper orientation of CRTi in work-over stand and bench chain vice ..................... 156
Figure 9-2: Critical Area Drawing............................................................................................... 192
Figure 9-3: Die tooth tip measurement ..................................................................................... 200
Figure 10-1: CRTi blocked and strapped .................................................................................... 203
Figure 10-2: CRTi sealed for extended storage.......................................................................... 204
Equations
Equation 2-1: Air spring collapse load ......................................................................................... 13
Equation 2-2: Hoist efficiency ..................................................................................................... 17
Equation 2-3: Die torque capacity ............................................................................................... 19
Equation 2-4: Hoist capacity reduction ....................................................................................... 20
iv
GENERAL DISCLAIMER
No warranty —This Product Manual is provided “as is” without any endorsement, guarantee,
representation, or warranty of any kind, express or implied. Volanti assumes no responsibility for any
typographical, technical, or other inaccuracies, errors, or omissions in this Product Manual or other
documentation. Volant reserves the right to periodically change information that is contained in this
Product Manual; however, Volant makes no commitment to provide any such changes, updates,
enhancements, or other additions to this Product Manual to you in a timely manner or at all. Volant will
make changes available on its website (www.volantproducts.ca) from time to time. It is your
responsibility to ensure you are using the correct Product Manual version for your product.
This Product Manual is provided solely for informational purposes. You should not act upon information
without consulting Volant or an appropriate professional.
In particular, Volant expressly excludes all implied warranties and conditions of fitness for purpose in the
Sale of Goods Act, RSA 2000, c S-2, as amended from time to time, and any comparable legislation in
another Province, State or Territory, and you agree to waive any such warranties and conditions,
whether statutory or implied.
Limitations of liability — Neither Volant nor any of its directors, officers, employees, contractors or
agents shall be liable in contract, tort or in any other manner whatsoever to any person for any loss,
damage, injury, liability, cost or expense of any nature, including without limitation incidental, special,
direct or consequential damages arising out of or in connection with the use of this Product Manual.
These limitations of liability apply even if Volant has been expressly advised of the potential loss.
Exceptions — Nothing in this Product Manual disclaimer will exclude or limit any warranty implied by
law that it would be unlawful to exclude or limit; and nothing in this Product Manual disclaimer will
exclude or limit Volant’s liability in respect of any:
• death or personal injury caused by Volant’s gross negligence;
• fraud or fraudulent misrepresentation on the part of Volant; or
• matter which it would be illegal or unlawful for Volant to exclude or limit, or to attempt
or purport to exclude or limit, its liability.
i
Volant includes Volant Products Inc. and its wholly owned subsidiaries: Volant Oil Tools Inc., Volant Oil Tools (US)
Inc., and Volant Tubular Services Inc.
v
Product labeling and recommended use — Please note that Volant has used labeling within this Product
Manual that is specific to the laws applicable to Volant. In addition, each referenced product application
may be subject to standard of identity or other regulations that may vary from country to country. We
do not guarantee that the use of our products or labelling in the applications referenced in this Product
Manual will comply with such regulations in any country other than Canada. It is the User’s responsibility
to ensure that the incorporation, use and labeling of any referenced products complies with the
regulatory requirements of the User’s markets.
Reasonableness — By using this Product Manual, you agree that the exclusions and limitations of
liability set out in this Product Manual disclaimer are reasonable. If you do not think they are
reasonable, you must not use this Product Manual.
Other parties — You accept that Volant has an interest in limiting the personal liability of its directors,
officers, employees, contractors and agents. You agree that you will not bring any claim personally
against Volant’s directors, officers, employees, contractors and agents in respect of any losses you suffer
in connection with use of this Product Manual.
Without prejudice to the foregoing paragraph, you agree that the limitations of warranties and liability
set out in this Product Manual disclaimer will protect Volant’s officers, employees, agents, subsidiaries,
successors, assigns and sub-contractors as well as Volant.
Unenforceable provisions — If any provision of this Product Manual disclaimer is, or is found to be,
unenforceable under applicable law, that will not affect the enforceability of the other provisions of this
Product Manual disclaimer.
Confidential information and Copyright — This Product Manual contains confidential information
proprietary to Volant. It must not be reproduced or disclosed to others, or used in any other way, in part
or in whole, except as authorized in writing by Volant. © 2019 Volant. All Rights Reserved.
The terms of use of any Volant product or service are set out in a separate license or other agreement
with Volant. NOTHING IN THIS DOCUMENTATION IS INTENDED TO SUPERSEDE ANY EXPRESS WRITTEN
AGREEMENTS OR WARRANTIES PROVIDED BY VOLANT FOR PORTIONS OF ANY VOLANT PRODUCT OR
SERVICE OTHER THAN THIS DOCUMENTATION.
vi
1 INTRODUCTION AND OVERVIEW
1.1 Introduction to the Product Manual
This manual provides detailed instructions regarding this tool. Read applicable sections
carefully before attempting to install, operate, maintain or assemble the tool. If any
information is not clear or not covered in the manual, please contact Volant Customer Support
for assistance.
NOTE This manual is provided as part of the Data Book supplied with your tool. Please
refer to the Data Book for specific information regarding your tool. The Data Book
contains, as a minimum, the information required by API Specification 8C
Documentation which includes:
• Statement of Compliance
• Nominal capacities and ratings
• Assembly drawings
• Load test records
• Non-destructive testing records
• Product Manual
1.1.1 Warnings
Warnings appear and are defined as:
WARNING Information critical to the safe installation, operation, maintenance and assembly
of the tool.
Read all warnings. Failure to follow warnings may result in serious injury or damage to
property.
1.1.2 Notes
Notes appear and are defined as:
NOTE Guidance provided to assist the user with the safe installation, operation,
maintenance and assembly of the tool.
1
1.1.3 ActiveSET Specific Information
ActiveSET Specific Information will appear when the instructions for tool assembly or use are
critical for the ActiveSET tool and are defined as:
Information critical to the assembly and use of the ActiveSET tool
1.1.4 Units
Units presented in the manual are intended to be consistent with those used in the tool’s
common application. Common units presented in the manual are:
Table 1-1: Common Units

Unit Abbreviated Useful Conversions
Inch in or “ 1 in = 0.0254 m
US gallon US gal 1 US gal = 0.00379 m3
Pounds force lb 1 lb = 4.45 N 1 lb = 0.454 kg*
Pounds per square inch psi 1 psi = 0.006895 MPa
Pounds per foot ppf 1 ppf = 0.139 kg/m
Short tons ton (short) 1 ton (short) = 2,000 lbs 1 ton (short) = 0.889 kdaN 1 ton (short) = 0.907 tonnes*
Meter m 1 m = 39.4 in
Cubic meter m3 or cubes 1 m3 = 264 US gal
Kilogram kg 1 kg = 0.102 N* 1 kg = 2.20 lb*
Megapascal MPa 1 MPa = 145 psi
Kilogram per meter kg/m 1 kg/m = 7.22 ppf
Metric Ton tonne 1 tonne = 1,000 kg 1 tonne = 1.10 tons (short)*
Newton N 1 N = 0.102 kg* 1 N = 0.225 lb
4
Kilo Deca Newton (decs) kdaN 1 kdaN = 10 N 1 kdaN = 1.13 short tons 1 kdaN = 1.02 tonnes*
*Assuming acceleration due to gravity of 9.81 m/s2
NOTE Table 1-1 is only intended to provide clarity as to the units used in this manual.
Volant is not liable for any errors in conversions whether due to rounding or
otherwise.
2
WARNING Always ensure correct units are being used in any calculation and correct
conversion factors are used when converting between units. User is solely liable
for any calculations made based upon Table 1-1.
1.2 Introduction to the Tool

Volant’s internal grip casing running tool (CRTi®)ii is designed for casing drilling or running with
top drive equipped rigs to makeup, breakout, reciprocate, rotate, fill/circulate, and cement
casing and liner strings. The CRTi is mechanically activated in tension and both rotational
directions using TAWG® (Torque Activated Wedge Grip) technology. ActiveSET™ tools simply
require set down load to initially grip the casing before rotating to utilize TAWG® technology.
Figure 1-1: Basic Components of CRTi 3-7.0 ActiveSET
The basic components of the tool (dressed for 7.0” casing) are identified in Figure 1-1 above.
NOTE The Integral Slips are known as a “one piece assembly”. Two and three piece
assemblies also exist (see Section 2.1).
ii
Volant®, CRTi®, TAWG® , ActiveSET™ and VariLINKS™ are registered trademarks of or licensed to Volant Products
Inc.
3
1.3 General Notes
• Images presented in this manual are for illustrative purposes. Colours and
configurations shown may not be representative of your tool. Contact Volant Customer
Support if you have questions regarding the images in this manual.
• The nature of the tool dictates a requirement for some sharp edges. It is advised that, as
a minimum, gloves, steel-toed boots and safety glasses be worn when working with the
tool, including during installation, operation, assembly and maintenance.
• Refer to manufacturer MSDS sheets for proper handling, personal protection and
disposal of chemicals and lubricants used in the assembly and maintenance of the CRTi.
1.4 Training
Only persons who have successfully completed the Volant Certified Training Program or, who
are supervised by such a person should operate the tool. For more information about the
training program, contact Volant Customer Support.
WARNING Operating the tool without applicable certification may void the warranty
agreement.
4
1.5 Marking
The hoist rating and API Spec 8C designation are marked on the side of tool. See Figure 1-2 for a
depiction of the marking on the tool.
Figure 1-2: CRTi 3-7.0 ActiveSET tool marking
WARNING Do not operate the tool if any marking shown in Figure 1-2 above is missing.
1.6 Explanation of Marking
Conforms to the requirements of applicable European Commission harmonized

standards
Conforms to the requirements of 2014/34/EU
II Equipment intended for use in places likely to become endangered by explosive
atmospheres
2G For use where explosive atmospheres consisting of gases or vapours are likely to occur
c Conforms to the requirements of EN 13463-5:2011
IIA Conforms to explosion group requirements in EN 13463-1:2009
T4 Maximum surface temperature of 135°C
X Special conditions exist for minimum ambient temperature (see Section 2.2. Operating
Limits)
5
Declaration of Conformity
EU Declaration of Conformity
DECLARATION OF CONFORMITY
We Volant Products Inc.

of 4110 56th Ave, Edmonton, Alberta, Canada
hereby declare under our sole responsibility that the following apparatus:
Equipment Volant Internal Grip Casing Running Tool
Model number(s) CRTi3-7.0 ActiveSET
Serial Number ………
conforms to the applicable requirements of the following Directive(s):
2006/42/EC - Machinery Directive
2014/34/EU - Directive on Equipment and Protective Systems Intended for use in
Potentially Explosive Atmospheres
The tool is classified as Group II, Category 2 equipment with a T6 temperature classification and marked:
II 2G c IIA T4 X
The object of the declaration described above is in conformity with the relevant Union harmonisation
legislation and technical specifications:
EN1127-1 Explosive atmospheres. Explosion prevention and protection basic
concepts and methodology
EN13463-1:2009 Non-electrical equipment for use in potentially explosive atmospheres
EN13463-5:2011 Non-electrical equipment intended for use in potentially explosive
atmospheres – protected by constructional safety
DNV-OS-E101 Det Norske Veritas: Drilling Plant
API 8C (5th Edition) Specification for Drilling and Production Hoisting Equipment
The product(s) listed above are designed to comply with the relevant sections of the above referenced specifications
and comply with all applicable Essential Requirements of the Directive(s).
Details of the conformity assessment can be found in the technical reference file CML 14ATEXT029. In
accordance with the requirements of Directive 2014/34/EU a copy of this file has been lodged with the
Notified Body:
Certification Management Ltd, NB#2503.
Person authorized to assemble the technical documentation for Machinery Directive compliance:
Martin Green – Eurolink (Europe) Ltd
Greyfriars Court, Paradise Square Oxford OX1 1BE, UK.
Signed:
Name: Steve Hargreaves, Manager, Quality Assurance, Volant Products Inc. on: XX/XX/20XX
6
1.7 Company Information
Head Office
Volant Oil Tools Inc.
4110 56 Avenue NW
Edmonton AB T6B 3R8 CANADA
+1.780.490.5185
US Office
Volant Oil Tools (US) Inc.
23571 Clay Road
Katy, TX 77449 USA
+1.281.371.3210
Website
www.volantproducts.ca
Volant Customer Support Email
support@volantproducts.ca
Sales Email
sales@volantproducts.ca
7
2 TOOL INFORMATION
2.1 Configurations
Figure 2-1: CRTi3-7.0 ActiveSET tool configuration
2.2 Operating Limits
Minimum Ambient Temperature: -4°F (-20°C)

Maximum Ambient Temperature: 122°F (50°C)
Maximum Flow Rate: 660 US gal/min (2.5 m3/min)
NOTE For operating temperatures below -4°F (-20°C) refer to Section 4.10 (Cold Weather
Considerations).
NOTE Steaming through the bore of the tool is permitted. Never apply steam to the
exterior of the tool since this may wash away lubricant behind slip assembly
components. Do not overheat or damage to seals may result.
8
NOTE The maximum flow rate is based on typical fluids. Erosion rates will vary based on
the fluid contents. Inspect tool bore regularly.
WARNING Do not use steam to heat tool when there is a risk of an explosive atmosphere.
Hot surfaces pose a risk in explosive atmospheres.
WARNING For operating temperatures below -4°F (-20°C) ensure all primary load carrying
components (Mandrel, Integral Slips, Jaws, Dies and/or Spokes) are marked “SR2”
and the minimum temperature marked on any parts is less than the expected
temperature of tool.
2.3 Dimensions and Weights
Tool Joint: NC50 or 6-5/8 API Regular

Base Tool Length: 53.2 in (1,351 mm)
Base Tool Weight: 825 lbs (374 kg)
Through Hole: 1.5 in (38.1 mm)
Tool Diametrical Stroke: 0.61 in (15.5 mm)
Turns to Stroke Out: 0.72
NOTE Turns to Stroke Out is defined as the maximum allowable number of relative
rotations between the Bumper and housing during makeup. Monitoring cam
position alignment marks (turns) during makeup is recommended to assess the
adequacy of the slip assembly for use with the casing being run. Incremental
makeup of the tool may occur during casing connection makeup and running.
NOTE Overall tool weight depends on casing size, weight and casing seal assembly.
Approximate overall tool lengths and weights are given in Table 2-1. Values include
the weight of the casing seal assembly but may differ slightly for the specific casing
weight to be run.
WARNING Never exceed the Turns to Stroke Out. There is a risk to load security and tool
damage if this condition is met.
9
The dimensions and weights of the CRTi3-7.0 ActiveSET configurations are provided in Table 2-1
and can be found on the specification sheet provided in the Data Book with your tool.
Table 2-1: Overall Tool length and weight
Casing Seal Assembly and Tool Length
Casing Seal Overall Tool Overall Tool

Seal Type Casing Size
Description Length Weight
in mm in mm lbs kg
7 177.8 64.5 1638 870 395
8.63 219.2 67.5 1715 1095 498
Packer Cup 9.63 244.6 67.5 1715 1105 502
10.75 273.1 67.5 1715 1135 516
Swivel Casing Seal 11.75 298.5 67.5 1715 1135 516
13.38 339.9 67.5 1715 1145 520
13.38 339.9 62.6 1590 1145 520
16 406.4 62.6 1590 1225 557
Wedge Seal
18.63 473.2 62.6 1590 1245 566
20 508.0 62.6 1590 1435 652
10
2.4 Hoist and Torque Capacity
2.4.1 CRTi3-7.0 ActiveSET Tool
Standard CRTi3-7.0 ActiveSET

Maximum Hoist Capacity: 320 ton (short) @ 0 ft.lbs Torque (290 tonnes @ 0 N.m)
Maximum Torque Capacity: 50,000 ft.lbs @ 0 ton (short) Hoist (67,791 N.m @ 0 tonnes)
Combined Load - Hight Hoist: 250 ton (short) @ 23,000 ft.lbs (227 tonnes @ 31,184 N.m)
Combined Load - Hight Torque: 100 ton (short) @ 40,000 ft.lbs (91 tonnes @ 54,233 N.m)
Maximum Snag Load: 100 ton (short) (91 tonnes)
2.4.2 CRTi3-7.0HC350 ActiveSET Tool
High Capacity CRTi3-7.0 ActiveSET

Maximum Hoist Capacity: 350 ton (short) @ 0 ft.lbs Torque (317 tonnes @ 0 N.m)
Maximum Torque Capacity: 50,000 ft.lbs @ 0 ton (short) Hoist (67,791 N.m @ 0 tonnes)
Combined Load - Hight Hoist: 250 ton (short) @ 23,000 ft.lbs (227 tonnes @ 31,184 N.m)
Combined Load - Hight Torque: 100 ton (short) @ 40,000 ft.lbs (91 tonnes @ 54,233 N.m)
Maximum Snag Load: 100 ton (short) (91 tonnes)
WARNING Maximum snag load is not a rated hoisting load and the tool operating in this
capacity does not meet the guidelines of any hoisting specification. Snag is defined
as a hoist load applied with the latch hooks engaged.
WARNING Hoist and torque capacity are reduced when the tool is loaded simultaneously in
hoist and torque. See the Combined Load Operation Curve in Section 2.7.1 if the
tool is loaded in this manner.
WARNING Casing strength is affected by tool engagement. Refer to Sections 2.7.2 (Hoist
Efficiency Calculation) and 2.7.3 (Die Torque Capacity) to calculate the hoist and
torque limits due to casing. Always stay within the tool and casing hoist and torque
limits.
11
2.5 Maximum Set down Load and Pressure End Load
Set down Load Capacity: 100 ton (short) (91 tonnes)

Maximum End Load (due to casing pressure): 250 ton (short) (227 tonnes)
Typical Circulation Pressure Limit: 5,000 psi (34 MPa)
NOTE When applying set down weight ensure the load limitation of the coupling is taken
into account. Maximum allowable compressive load reacted through the tool only
is considered in the Set down Load Capacity rating. Volant safety nubbins can be
used to avoid risk of damage to the coupling. See Section 3.5. of this manual for
more information regarding safety nubbins. Minimum makeup torque
requirements, specified in Section 12, must be followed to realize full set down
load capacity.
NOTE The Volant CRTi cannot be released when pressure in the casing is sufficient to lift
the top drive — even if a release attempt is made.
WARNING When removing the tool from the casing there is a risk of fluid spraying from the
casing and a remote chance of flying debris from a damaged seal element. Before
releasing the tool, make sure pumps are turned off and pressure has been bled
down.
WARNING Hoist capacity is affected by pressure within the casing. Refer to Section 2.7.4
(Hoist Capacity Correction Due to Pressure End Load) to calculate the end load due
to pressure and the corrected hoist capacity.
12
2.6 Air Spring Pressure Guidelines
Air spring pressure is adjusted by supplying compressed air via the Schrader valve as shown in
Figure 2-2 below.
Figure 2-2: Location of Schrader Valve
NOTE Nitrogen can be used in place of compressed air. Dry gas is preferred to minimize
corrosion and ice/fluid buildup.
The pressure in the CRTi3-7.0 ActiveSET air spring is limited to the operating pressures listed
below. All indicated pressures are measured with the tool in the collapsed position. The
pressure in the air spring will decrease as the tool strokes, due to an increase in volume of the
chamber.
Minimum Operating Pressure: 40 psi (0.28 MPa)

Recommended Pressure: 100 psi (0.69 MPa)
Maximum Operating Pressure: 200 psi (1.38 MPa)
The load required to collapse the air spring and activate or latch the tool is given in Figure 2-3
and calculated as follows:
Equation 2-1: Air spring collapse load
𝐹𝑐𝑜𝑙𝑙𝑎𝑝𝑠𝑒 [𝑙𝑏𝑓] = 57.2 ∗ 𝑃 [psi]

where Fcollapse is the load (in units of lbs) required to collapse the air spring, and
P is the air spring pressure (in units of psi).
𝐹𝑐𝑜𝑙𝑙𝑎𝑝𝑠𝑒 [𝑘𝑑𝑎𝑁] = 3765.6 ∗ 𝑃 [MPa]
where Fcollapse is the load (in units of kdaN) required to collapse the air spring, and
13
P is the air spring pressure (in units of MPa).
Air Spring Pressure (MPa)

0.28 0.34 0.41 0.48 0.55 0.62 0.69 0.76 0.83 0.90 0.97 1.03 1.10 1.17 1.24 1.31 1.38
14000 6.342
12000 5.436
10000 4.53
Collapse Load (kdaN)

Collapse Load (lbs)
8000 3.624
6000 2.718
4000 1.812
2000 0.906
0 0
40 50 60 70 80 90 100 110 120 130 140 150 160 170 180 190 200
Air Spring Pressure (psi)
Figure 2-3: CRTi3-7.0 ActiveSET air spring collapse load
NOTE The air spring collapse load calculation is the ideal set down load to activate or
latch the tool. Applying a set down load greater than or less than the ideal set
down load may result in inability to activate or latch the tool, and premature wear
of the Bumper.
NOTE Smaller casing diameters require greater air spring pressure (and larger set down
load) to prevent sliding between the coupling and the Bumper when activating or
latching the tool.
14
WARNING Never attempt to operate the tool outside the specified air spring pressure limits.
Using the tool with less than the minimum operating pressure may reduce the
tool’s ability to grip the casing. Exceeding the maximum air spring pressure may
result in failure of the tool.
WARNING Always check the air spring pressure before use and after running the first 2 to 3
joints to ensure there is no damage to seals. If the tool does not maintain air
pressure, remove the tool from service and perform a Category 2B inspection (see
Section 9.5.3).
Recommended Set down forces

Air Spring Recommended Set Recommended Set
Air Spring
Force at 100 Down Force to Down Force to
Tool Area
psi Engage CRTi® Release CRTi®
(in2)
(lbs) (lbs) (lbs)
CRTi3-7.0 ActiveSET 57.17 5,717 2,000 – 5,000 6,000 – 9,000
15
2.7 Calculations and Data Concerning CRTi3-7.0 ActiveSET
2.7.1 Combined Load Rating
The combined load operation curve for the CRTi3-7.0 ActiveSET is given in Figure 2-4 below. The
curve illustrates the operating limit of the tool when simultaneously loaded in hoist and torque.
Torque Capacity (N.m)

13,558
20,337
27,116
33,896
40,675
47,454
54,233
61,012
67,791
74,570
6,779
0
400 363
Standard
350 318
High Capacity
Hoist Capacity (tonne)

300 272
Hoist Capacity (ton)
250 227
200 181
150 136
100 91
50 45
0 0
0
5,000
10,000
15,000
20,000
25,000
30,000
35,000
40,000
45,000
50,000
55,000
Torque Capacity (ft.lbs)
Figure 2-4: CRTi3-7.0 ActiveSET combined load rating
WARNING The fatigue load limits for the connection to the CRTi tool joint are not included in
Figure 2-4 above. Limits of the rotary pin connection will depend on the geometry
and material properties of the specific pin connection to be made up with the CRTi
tool joint. Refer to API 8C for limits of rotary shoulder connections subject to
hoisting loads.
WARNING Cyclic hoist and torque loads experienced during casing drilling operations may
merit a reduction in tool capacity in order to maintain the 20 year fatigue life.
Contact Volant Customer Support for tool and casing capacity considerations when
casing drilling.
16
2.7.2 Hoist Efficiency Calculation
Tool hoist rating is based on API 8C; however, casing load limit is further constrained by local
interaction of slip Dies with casing. The casing load limit must be determined as part of pre-job
planning and must not exceed the efficiency indicated for individual slip Die sizes to avoid
damage to the casing.
The slip to casing hoist limit can be found by the following formula:
Equation 2-2: Hoist efficiency
𝐹𝑑𝑖𝑒 = 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑐𝑦 × 𝐹𝑐𝑎𝑠𝑖𝑛𝑔

where FDie is the slip to casing interaction hoist limit,
efficiency is the slip to pipe body load efficiency number (listed in Table 2-2 for every
Die), and Fcasing is the casing hoist limit found in API 5C2.
For Example:
From API 5C2 the pipe body yield for 9.63 in x 43.5 ppf L80 (244.5 mm x 64.74 kg/m L80)
casing is 1,005,000 lbs (455.8 tonne). The slip efficiency for Die 82157 used to run this
casing is 75%.
Therefore, the slip efficiency based hoist limit is:
75% × 1,005,000 lbs = 753,750 lbs =376.9 ton or 75% X 455.8 tonnes = 341.9 tonnes.
Where the Maximum Hoist Capacity is smaller than the calculated Die hoist limit, the Maximum
Hoist Capacity is limiting.
17
Table 2-2: Slip/Die sizes1, slip to pipe body load efficiencies and torque factors
Min. Pipe Min. Pipe Slip to Pipe

Slip/Die Nominal Pipe Max Pipe Max. Tool Approximate
Weight Weight (High Body Load Torque Factor
P/N Size 2 Diameter Tool Weight
Weight 3 3 Efficiency
(Standard) Capacity)
(ft.lbs/psi (N.m/Mpa
(in) (mm) (ppf) (kg/m) (ppf) (kg/m) (ppf) (kg/m) (in) (mm) (lbs) (kg) (% Fy)
/ppf) /(kg/m))
80928 7.0 177.8 26 38.7 17 25.3 17 25.3 14 364 870 395 77% 0.01643 2.17105
104759 7.0 177.8 32 47.6 23 34.2 26 38.7 14 364 870 311 80% 0.01822 2.40798
81062 7.0 177.8 35 52.1 26 38.7 29 43.2 14 364 870 311 80% 0.01899 2.50932
80986 7.625 193.7 33.7 50.2 24 35.7 26.4 39.3 14 364 1085 408 71% 0.01512 1.99795
82279 7.625 193.7 39 58.0 29.7 44.2 33.7 50.2 14 364 1085 408 76% 0.01632 2.15651
80987 8.625 219.1 32 47.6 24 35.7 24 35.7 14 364 1095 413 80% 0.01744 2.30451
80824 8.625 219.1 36 53.6 28 41.7 28 41.7 14 364 1095 413 80% 0.01744 2.30451
82118 9.625 244.5 36 53.6 32.3 48.1 32.3 48.1 14 364 1105 417 73% 0.01530 2.02173
82749 9.625 244.5 40 59.5 32.3 48.1 36 53.6 14 364 1105 417 73% 0.01235 1.63192
80825 9.625 244.5 43.5 64.7 36 53.6 40 59.5 14 364 1105 417 74% 0.01561 2.06269
82157 9.625 244.5 47 69.9 40 59.5 43.5 64.7 14 364 1105 417 75% 0.01587 2.09705
80988 9.625 244.5 53.5 79.6 47 69.9 53.5 79.6 14 364 1105 417 76% 0.01628 2.15123
82021 10.75 273.1 40.5 60.3 32.75 48.7 32.75 48.7 14 364 1135 431 63% 0.01296 1.71252
102335 10.75 273.1 45.5 67.7 35.8 53.3 40.5 60.3 14 364 1135 431 63% 0.01331 1.75877
81323 10.75 273.1 51 75.9 45.5 67.7 45.5 67.7 14 364 1135 431 66% 0.01386 1.83145
81085 10.75 273.1 60.7 90.3 55.5 82.6 55.5 82.6 14 364 1135 431 68% 0.01429 1.88867
81955 11.75 298.5 47 69.9 42 62.5 42 62.5 14 364 1135 431 55% 0.01141 1.50731
80833 11.75 298.5 54 80.4 47 69.9 47 69.9 14 364 1135 431 56% 0.01171 1.54788
82070 11.75 298.5 60.7 90.3 54.5 81.1 54.5 81.1 14 364 1135 431 58% 0.01198 1.58303
83052 12.75 323.9 52.01 77.4 47.11 70.1 47.11 70.1 14 364 1145 435 51% 0.01088 1.43768
83002 12.75 323.9 58.38 86.9 50 74.4 50 74.4 14 364 1145 435 51% 0.01098 1.45089
82327 13.375 339.7 54.5 81.1 48 71.4 48 71.4 14 364 1145 435 45% 0.00934 1.23418
80828 13.375 339.7 61 90.8 54.5 81.1 61 90.8 14 364 1145 435 47% 0.00977 1.29140
81064 13.375 339.7 72 107.1 68 101.2 68 101.2 14 364 1145 435 49% 0.01033 1.36500
81504 15.0 381.0 92.5 137.7 92.5 137.7 92.5 137.7 21 533 1225 472 45% 0.00949 1.25400
80826 16.0 406.4 65 96.7 65 96.7 65 96.7 21 533 1225 472 25% 0.00545 0.72016
82440 16.0 406.4 75 111.6 75 111.6 75 111.6 21 533 1225 472 27% 0.00593 0.78359
100078 16.0 406.4 84 125.0 84 125.0 84 125.0 22 559 1225 472 29% 0.00630 0.83248
100079 16.0 406.4 109 162.2 109 162.2 109 162.2 23 584 1225 472 33% 0.00715 0.94480
83003 16.77 426.0 77 114.6 73.3 109.1 77 114.6 24 610 1235 476 24% 0.00568 0.75055
4
80832 18.625 473.1 87.5 130.2 87.5 130.2 87.5 130.2 21 533 1245 481 22% 0.00489 0.64616
4
81292 18.625 473.1 97.7 145.4 97.7 145.4 97.7 145.4 21 533 1245 481 25% 0.00659 0.87080
82956 4 18.625 473.1 106 157.7 106 157.7 106 157.7 21 533 1245 481 26% 0.00683 0.90251
4
81293 18.625 473.1 111 165.2 111 165.2 111 165.2 21 533 1245 481 27% 0.00669 0.88401
101407 4 18.625 473.1 115 171.1 115 171.1 115 171.1 21 533 1245 481 25% 0.00567 0.74923
4
81991 20 508.0 94 139.9 94 139.9 94 139.9 21 533 1435 567 27% 0.00591 0.78094
4
81799 20 508.0 111 165.2 111 165.2 111 165.2 21 533 1435 567 27% 0.00603 0.79680
18
1Common Die sizes shown. All API casing sizes and weights with drift diameter above 5.873 in (149.1mm) are available.
Contact Volant Customer Support for Die sizes not shown in Table 2-2.
2 Maximum pipe weight is defined by the API 5CT drift diameter of the heaviest weight casing into which the CRTi assembled
with the specified Die set will fit.
3 Indicated minimum pipe weight is based on the assumption that control of average pipe inside diameter over Die grip
interval does not allow pipe body area reduction less than 3.5% from nominal and additionally takes into account tool
wear allowances, Die penetration, casing deformation and tool stroke. Minimum pipe weight differs
4 Hoist Limited to 320 tons (290 tonne) for CRTi3-7.0HC350 ActiveSET tool.
2.7.3 Die/Casing Interaction Torque Capacity
Torque capacity may be limited by Slip or die/casing interaction.

The Slip or Die/casing interaction torque limit can be found by the following formula:
Equation 2-3: Die torque capacity
𝑇𝑑𝑖𝑒 = 𝐾𝑡𝑜𝑟𝑞𝑢𝑒 × 𝑊𝑐𝑎𝑠𝑖𝑛𝑔 × 𝜎𝑌𝑐𝑎𝑠𝑖𝑛𝑔

where Tdie is the torque limit due to slip/casing interaction,
Ktorque is the torque factor provided in Table 2-2,
Wcasing is the desired casing weight in ppf (kg/m), and
σYcasing is the casing yield strength in psi (MPa).
For Example:
For Die 82157 to run 9.63 in x 43.5 ppf L80 (244.5 mm x 64.74 kg/m L80) casing, the Die
torque limit is:
0.01587 ft.lb/psi/ppf x 43.5 ppf x 80,000 psi = 55,227 ft.lbs or
2.097 N.m/MPa/(kg/m) x 64.74 kg/m x 551.6 MPa = 74,885 N.m.
Where the torque capacity of the base tool is lower than the calculated Die torque capacity, the
base tool torque capacity is limiting.
NOTE If no torque factor is provided in Table 2-2, tool rating will be limiting for all
standard casing grades.
19
2.7.4 Hoist Capacity Correction Due to Pressure End Load
CRTi hoist capacity must be reduced by the pressure end load during circulation.
The amount of reduction in hoist capacity can be found by the following formula:
Equation 2-4: Hoist capacity reduction
2 2
𝐹𝐸𝑛𝑑𝑃𝑟𝑒𝑠𝑠𝑢𝑟𝑒 = 0.79 × 𝑃 × (𝐼𝐷𝑐𝑎𝑠𝑖𝑛𝑔 − 𝐼𝐷𝑚𝑎𝑛𝑑𝑟𝑒𝑙 )
where FEndPressure is the amount the hoist must be reduced due to pressure end load,
P is the circulation pressure (pressure in the casing),
IDcasing is the nominal casing inner diameter, and
IDMandrel is the Mandrel through hole diameter.
For Example:
For circulation pressure of 1,000 psi (6.89 MPa) and casing nominal ID of 8.76 in (222.5
mm) the hoist reduction is:
0.79 x 1,000 psi x ((8.76 in)2 - (1.5 in)2) = 58,845 lbs ~ 29.4 ton (short)
or
0.79 x 6.89 MPa x ((222.5 mm)2 - (38.1 mm)2) = 261,566 N ~ 26.7 tonne.
Therefore, the maximum hoist for this tool (CRTi3-7.0HC350 ActiveSET version) reduces
to 350 - 29.4 = 320.6 ton (290.8 tonne)
or
the maximum hoist for Die 82157 running 9.63 in x 43.5 ppf L80 (244.5 mm x 64.74
kg/m L80) casing must reduce to 376.9 – 29.4 = 347.5 ton (short) or (315.2tonne).
See example in Section 2.7.2 Hoist Efficiency Calculation.
20
3 SETUP AND INSTALLATION
3.1 Pre-Job Checks
3.1.1 Pre-Ship Checks
• A Category 2A inspection was performed as per maintenance frequency specified in
Section 9.4 of this manual.
• The CRTi® is equipped with the correct Dies for the casing size and weight to be run.
• The CRTi is equipped with the correct casing seal components for the casing size and
weight to be run.
• The packer cup/wedge seal is checked to ensure the seal outside diameter (OD) is
suitable for the casing size and weight to be run.
• Critical spares and tooling are available.
• The tool air pressure remains constant over time (generally overnight or for several
hours). It is recommended to verify that the tool holds pressure over the full range of
motion. This can be achieved as follows:
I. Ensure the tool is in the latched position. Install Schrader valve and apply
approximately 100 psi of air pressure (record exact air pressure) to the chamber.
Leave for several hours and then check to see that air pressure remains constant.
II. Release air pressure and remove Schrader valve. Install a pipe ring around the
Dies and engage the tool by either unlatching and rotating to the right or by
unlatching and applying light air pressure until the pipe ring is engaged by the
Dies. See Appendix A for appropriate ring size and Section 0 for further
instructions.
III. Install Schrader valve and again apply approximately 100 psi of air pressure
(record exact air pressure) to the chamber. Leave for several hours and then
check to see that air pressure remains constant.
• Hoist and torque capacities determined according to the method outlined in Section 2.4.
are greater than the maximum anticipated hoist and torque.
• If applicable, VariLINKS™ are available to ensure correct clearance between the bottom
of the CRTi and the top of the coupling. If this clearance is not provided, inability to stab
and engage the tool may result.
• If applicable, the correct stump guide for the size and weight of casing is available.
• If applicable, the correct safety nubbin for the size and weight of casing is available.
3.1.2 On-Site Checks
• There are no signs of damage incurred during transit.
• Dies are free of debris and other contamination.
• Casing seal fasteners are secured with the recommended torque.
• Adequate air pressure in the CRTi air spring as described in Section 2.6.
• Rig hoist and torque measurements are calibrated.
21
• Confirm casing size/weight/grade and connection type
3.2 Critical Spares and Required Tools
3.2.1 Critical Spares
• Packer cup or other casing seal element, for the casing size and weight being run. If
multiple casing sizes or weights are being run, ensure a casing seal element is available
for each casing combination
• Schrader valve
• Casing seal assembly O-Rings
• Fasteners – specifically those required in the Casing Seal/Wedge Seal assembly
NOTE Refer to the Bill of Materials for part numbers, found in the Data Book.
NOTE Item quantities are dependent on specific situations, contact Volant Support for
further support.
3.2.2 Required Tools

• SAE Allen key set (up to ½”)
• 3/8” drive torque wrench (up to 150 ft.lbs)
• Nylon web type slings (with minimum of 3 ton (short) capacity)
• Jet-Lube TFW thread sealing compound or equivalent approved compound
• Jet-Lube Kopr-Kote, or equivalent approved thread compound
• 3/8” socket drive long hex key set and 3/8” drive ratchet
• Pressure gauge
• Air chuck with suitable pneumatic fittings
• Ring gauge for Slip/Die being used (see Appendix A)
• Omniguard #2 high temperature EP grease, low temperature rated Molybdenum
Disulfide grease (cold environments), Swepco 103 Moly HI Plus grease, or equivalent
approved greases (grease selection is dependent on environment conditions).
3.2.3 Maintenance
Typically, maintenance should not be performed with the CRTi connected to the top drive (with
the exception of minor maintenance such as cleaning Dies/Integral Slips or adjusting the air
spring pressure).
However, Volant® recognizes the need to exchange the casing seal assembly with the CRTi
connected to the top drive. In this case:
• ensure top drive is isolated before performing maintenance;
• do NOT bleed the air from the air spring, use a ring gauge to ensure the tool is not
driven past the maximum extended position; and
22
• pay extra caution to the pinch point between the Keeper and the casing seal back up.
NOTE Refer to Sections 7 (Base Tool Assembly) and 8 (Casing Seal Assembly &
Disassembly) for assembly/disassembly instructions.
WARNING Maintenance must be performed by qualified technicians.
WARNING Casing seal assembly can weigh in excess of 500 lbs (227 kg). The weight of the
casing seal assembly depends on which casing size and weight it has been
configured to run. Take appropriate measures to ensure safe handling.
WARNING Be aware of the potential for fasteners / tools falling downhole while performing
maintenance.
3.3 Hoisting and Handling

To hoist a CRTi horizontally, choke equal length slings between the casing seal assembly and
Keeper ring, and on the Lock Sleeve. Attach both free ends of the sling to the hoisting
equipment.
To hoist a CRTi vertically, attach the hoisting equipment to a lifting nubbin screwed into the
CRTi tool joint.
WARNING Verify tool weight does not exceed the capacity of the hoisting equipment.
See Section 2.3 (Dimensions and Weights).
WARNING Ensure lifting nubbin is fully engaged when installed. Monitor engagement for
unintended back off during hoisting.
WARNING Do not use lifting eyes secured to housings to lift the CRTi. Those are only
intended to individually lift components for assembly/disassembly.
23
3.4 Stump Guides
For situations where the casing connection OEM or well operator has not approved Volant’s
standard operating procedure of stabbing the field end pin directly into the casing stump
coupling, a stump guide can be used.
The stump guide (shown in Figure 3-1 below) provides an interface between the casing stump
coupling and field end pin connection of the casing to react the set down load required to
activate the tool.
Figure 3-1: Volant stump guide without section view (left) and with section view (right)
NOTE Use of the stump guide increases the number of handling steps on the rig floor and
will reduce overall running speeds.
WARNING Beware of pinch point between casing joint and stump guide. Always use stump
guide handles.
24
3.5 Safety Nubbins
Safety nubbins (shown in Figure 3-2 below) thread into the casing coupling and serve to:
• protect the seal element when stabbing the tool into casing;
• facilitate stabbing of tool into casing;
• provide centralization between the CRTi and casing joint;
• protect the coupling face and threads;
• provide an internal diameter (ID) restriction, which forces the tool to grip the casing in
the unlikely event of tool slippage;
• provide a vent path in the event of pressure trapped within the casing, and
• protect the internal shoulder and pin face.
NOTE Safety nubbin refers to Volant Safety Nubbins specifically. For the nubbin to
serve the indicated purposes it must have an internal diameter near drift. For
example, this feature provides a lip for the tool to catch the string in the
unlikely event of tool-casing slippage. Refer to Volant safety nubbin drawings
to see nubbin geometry.
Figure 3-2: Volant safety nubbin without section view (left) and with section view (right)
NOTE Safety nubbins reduce the risk of loss or damage to assets and their use is
recommended by Volant. However, the use of safety nubbins requires personnel
25
to work near the tool and results in additional risk of injury to persons. The use of
safety nubbins is not a requirement.
NOTE Safety nubbin drawings are available for most API, semi premium and premium
connection styles. Contact Volant Customer Support for more information.
WARNING If using safety nubbins, beware of the pinch point between CRTi and safety nubbin.
WARNING Never attempt to remove a safety nubbin using the top drive system. Rotation
between the Bumper and the safety nubbin will generate heat and damage the
Bumper /coupling (or safety nubbin).
The notches in the safety nubbin allow a bar to be used to release the safety
nubbin manually. If a safety nubbin is difficult to remove, place a large bar in the
notches and with two people, on either side of the safety nubbin, release the
safety nubbin.
26
4 OPERATION & RUNNING
4.1 General Safety
• Hoist and torque capacity are reduced when the tool is loaded simultaneously in hoist
and torque. Refer to Section 2.7.1 if the tool is loaded in this manner.
• Allowable hoist limit due to casing strength is affected by tool engagement. Refer to
Sections 2.7.2 and 2.7.3 to calculate the casing specific hoist and torque limits. Always
stay within the tool and casing hoist and torque limits.
• Hoist capacity is affected by pressure within the casing. Refer to Section 2.7.4 to
calculate the end load due to pressure and the corrected hoist capacity.
• During operation only the operator and essential personnel should be on the rig floor.
When not needed, personnel should be located at a safe distance from the hole.
• Ensure the top drive and rotary table are aligned to aid in tool stabbing and connection
makeup.
• Lighting and position of operator must be such that the alignment lines on the tool are
visible at all times during operation, including during inclement weather such as heavy
snow/fog, or on tall rigs. Use of a camera is recommended when sightlines are
compromised.
• Always check the air spring pressure before use and after running the first 2 to 3 joints
to ensure there is no damage to seals that could result in loss of air spring pressure
during operation.
• Power source should be isolated prior to performing minor maintenance such as
cleaning or scrubbing dies.
• Never leave the tool unattended while engaged in casing in case of rig malfunction.
• Extended periods of tool engagement should be avoided during continuous hoisting
and/or circulating. Release the tool at least every ½ hour if practical and monitor release
torque.
• Use caution if the decision is made to override the Top Drive Floor Saver.
WARNING Never contact or react load through the CRTi Bumper, unless the intent is to
engage or disengage the CRTi from the casing. Equipment at risk of contacting
the Bumper include; casing slips (conventional, pneumatic, etc.), spiders, rig
floor and slip bushings.
27
4.2 Rigging In
Pipe Arm Rigs AND V-Door Rigs
1. Hoist CRTi to rig floor.
2. Place in stump or grip CRTi Lock Sleeve with iron roughneck.
3. Present CRTi tool joint box to top drive quill – ensuring thread axis alignment – and make
up the tool joint connection to required torque. If tool is in slip bushings make sure the CRTi
is not accidentally activated as this can result in overstroke and damage to the tool.
4. Mark the alignment of each connection after it has been made up to the required torque.
To Rig in, the Lock Keys must be rotated to the “UP” position
Once rigged in, the Lock Keys must be rotated “DOWN” to allow operation.
If the keys contact when rotating against the bails or VariLINKS, remove Lock
Keys.
NOTE Makeup torque limitations for each tool joint connection between the CRTi and top
drive should be as per tool joint manufacturer’s recommendations or specifications.
28
WARNING In order to prevent unanticipated tool joint back off, makeup CRTi tool joint
connection according to Section 12. In some cases the recommended makeup
torques specified in Section 12 may not be achievable due to limits of the drilling
rig. In no case should the makeup torque be less than the 1.25 times the maximum
anticipated operational torque (usually the maximum makeup torque of the casing
connection) or the minimum makeup torque specified in API Recommended
Practice 7G.
WARNING Always monitor tool joints for back off. Consider using a tool joint lock or tether
device to mitigate the risk of tool joint back off. If tool joint makeup torque needs
to be verified or re-applied this should be done only when the tool is at floor level.
WARNING Grip the CRTi on Lock Sleeve to react torque during makeup with top drive system.
Do not grip CRTi on Cam Housing, Cage, Bumper, Dies or Casing Seal Assembly.
WARNING Manual guiding of CRTi should be avoided. If manual guiding is unavoidable, guide
the casing to the CRTi (do not guide the CRTi to the casing), and be aware of pinch
points between the; CRTi and casing joint when stabbing, CRTi and top drive, and
the Keeper and Casing Seal Backup (gap closes during accidental release).
4.3 Hoisting Casing Joint with Handling Equipment

Pipe Arm Rigs Only V-Door Rigs Only
1. Install a Safety Nubbin in the coupling prior 1. Install a Safety Nubbin in the coupling prior
to hoisting the casing joint. Ensure Safety to hoisting the casing joint. Ensure Safety
Nubbin is threaded per OEM instructions. Nubbin is threaded per OEM instructions.
(optional) (optional)
2. Prior to hoisting, lubricate casing seal. (as 2. Prior to hoisting, lubricate casing seal. (as
necessary) necessary)
3. Position top drive to receive casing joint. 3. Lower top drive and link tilt bales such that
4. Grip casing with pipe arm and lift into the casing elevator can reach the casing joint
position such that casing is aligned with top presented in the V-door.
drive. 4. Pick up casing joint from V-door and hoist
it into derrick.
29
4.4 Stabbing, Setting CRT, and Connection Make-Up
1. Ensure axial alignment between CRTi and 1. Hoist single casing joint until there is
casing joint in the pipe arm. clearance between the field end pin tip and
2. Lower top drive to stab CRTi into joint. box stump.
3. Set down top drive through the tool onto 2. Ensure axial alignment between the CRTi,
the casing collar with marginally less force casing joint in elevators and the casing
than the air spring force. Refer to Section 2.5 stump.
for recommended set down forces. 3.Lower top drive to stab the field end pin
4. Rotate to the right (max 10 RPM) and into casing stump and then proceed to stab
engage the tool. Apply the maximum torque the CRTi into the casing joint in a fluid
permitted through the pipe arm, ensuring a motion. Use link tilts to control joint position
minimum of 1,000 ft.lbs is reacted through if necessary.
the CRTi. To increase load security, and 4. Set down top drive weight through the
when casing running operations allow, react CRTi onto the casing collar with marginally
additional torque through the CRTi. See note less force than the air spring force. Refer to
below. Section 2.5 for recommended set down
5. Pick up to slightly to verify engagement. forces.
Use caution if hoisting a single joint as seal 5. Rotate to the right until latch lines
friction may be sufficient to pick up a single separate (1/8 turn is adequate to unlatch the
joint of casing. CRT). See ActiveSET note below
6. Release pipe arm and lower top drive to 6. While keeping the pin engaged with the
stab field end pin tip in to stump box. box, pick up top drive weight to allow the
CRTi dies to bite the casing and prepare the
connection for make-up.
7. Ensure axial alignment between pipe in derrick and stump is adequate to prevent cross-
threading.
8. Turn left to “pop” thread to locate start point. (Optional)
9. Activate makeup monitoring and control system. (Optional)
10. Turn to the right, following the OEM make-up procedure, until makeup is complete.
Feather brake to allow top drive to follow as threads engage OR compensator lowers pipe.
11. Review data, accept/reject makeup according to manufacturer’s criteria.
Rotating to the right 1/8 turn to secure the casing is not required when
running ActiveSET.
30
WARNING When using the CRT for Hoist and Circulate purposes only, engage the CRT as
per the procedures described above. Prior to hoisting a full casing string, ensure
a minimum of 75% of the casing makeup torque is reacted through the CRTi.
Confirm that significant rotation (as noted during the engagement of previous
casing joints) is observed between the Bumper and Upper Cam Housing.
NOTE When utilizing a stump guide, install it on to casing stump prior to hoisting and then
stab field end pin into stump guide. Proceed with appropriate tool setting procedure
prior to hoisting single joint and then remove stump guide prior to proceeding with
connection make-up.
NOTE Bumper should not move relative to pipe.
NOTE Monitor hook load during tool engagement. Set down force will increase during tool
engagement. Set down force should be less than or equal to air spring force at final
makeup.
NOTE Proprietary connections may require alternative makeup procedures.
NOTE Volant assumes no responsibility for controlling makeup torque.

31
NOTE If there is insufficient weight in the slips (particularly early in a casing run), a rig or
belt tong may be required to provide torque back-up during make-up.
NOTE Monitoring Cam position alignment marks during makeup is recommended to assess
the adequacy of the slip assembly for use with the casing being run. Incremental
makeup of the tool may occur during casing connection makeup and running.
WARNING Monitor Bumper for slipping on coupling (or safety nubbin). If slipping is
noticed, stop rotating immediately and consult Section 11 Troubleshooting.
Continuing to rotate while slipping on coupling will generate heat and damage
the bump ring /coupling (or safety nubbin). Never allow more than 2 rotations
if bump ring is slipping on the coupling.
WARNING To avoid accidental tool engagement and potential component damage, do not
rotate while stabbing CRTi into a casing joint
WARNING Ensure the CRTi engages the casing and has not exceeded the tool-specific Turns
to Stroke Out limit stated in Section 2.3.
WARNING Casing Seal friction and/or side load may be sufficient to pick up a single joint.
Use extra caution during first 2 to 3 joints to ensure tool is properly set.
WARNING Never exceed the Turns to Stroke Out limit stated in Section 2.3. There is a risk
to load security and tool damage if this condition is met.
4.5 Running In Casing

1. Pick up string out of slips.
2. Lower string into hole.
3. Set slips and transfer load from CRTi.
NOTE If rotating to the right, release right hand torque gradually to avoid rapid left hand
rotation due to the elastic energy in the casing. Full disengagement from pipe
requires combination of left hand tool rotation AND axial compression of tool.
32
WARNING Never rotate casing to the left when running downhole as there is potential for
accidental tool release and downhole connection disengagement.
WARNING Never contact or react load through the CRTi Bumper unless the intent is to
engage or disengage the CRTi from the casing. Equipment at risk of contacting
the Bumper include; casing slips (conventional, pneumatic, etc.), spiders, rig
floor and slip bushings.
4.6 Releasing the CRTi

1. Apply set down load with at least marginally more force than the air spring. Refer to
Section 2.5 for recommended set down forces.
2. Maintain set down load and rotate CRTi to the left (counter clockwise) the same number of
turns required to engage the CRTi, until the CRTi alignment marks coincide and the Bumper
rotates relative to the casing. See ActiveSET note and image below
3. Slowly remove CRTi from stump and move top drive to ‘ready’ position, ready for the next
casing joint.
Left edge of lines will align when the tool is latched. Right edge of lines will
align when weight is removed from the tool.
33
NOTE Make note of torque required to release the tool. Consult Section 11
Troubleshooting if release torque is higher than makeup torque.
NOTE If there is insufficient weight in the slips (particularly early in a casing run), a rig or
belt tong may be required to provide torque back-up during break-out. Top drive
weight on the CRT can be increased while releasing to provide increased torque
reaction through the slips and eliminate the need for a torque back-up sooner in the
run.
WARNING Before releasing tool, make sure pumps are turned off and pressure has been
bled down.
WARNING Pay attention not to “snag” the CRTi when removing from casing. Exceeding the
snag load capacity is likely to damage the latch hooks.
34
4.7 Connection Breakout & Casing Laydown
1. If not already engaged, set CRTi as 1. If not already engaged, set CRTi as
described in Section 4.4 (Stabbing and Setting described in Section 4.4 (Stabbing and Setting
Tool). Tool).
2. Maintain extended axial position. 2. Maintain extended axial position.
3. Rotate through full ‘set’ to engage 3. Rotate through full ‘set’ to engage
breakout ramps. Note: Alignment marks will breakout ramps. Note: Alignment marks will
pass the disengaged position. pass the disengaged position.
4. Apply breakout torque and back out the 4. Apply breakout torque and back out the
casing connection. casing connection.
5. Grip casing with pipe handler equipment. 5. Ensure that elevators are engaged.
6. Rotate CRTi ¼ turn to the right. 6. Lift casing joint until it clears the stump.
7. Set down top drive through the tool onto 7. Place stump guide over stump.
the casing collar with marginally more force 8. Set down top drive through the tool onto
than the air spring force. Refer to Section 2.5 the casing collar with marginally more force
for recommended set down forces. than the air spring force. Refer to Section 2.5
8. Maintain set down load and rotate CRTi to for recommended set down forces.
the left (counter clockwise) until the CRTi 9. Rotate CRTi ¼ turn to the right.
alignment marks coincide and the Bumper
10. Maintain set down load and rotate CRTi
rotates relative to the casing. NOTE: Max 10
to the left (counter clockwise) until the CRTi
RPM
alignment marks coincide and the Bumper
9. Slowly pull up and remove CRTi from rotates relative to the casing. NOTE: Max 10
casing joint. RPM
11. Slowly pull up and remove CRTi from
casing joint. Ensure that elevator is engaged
with coupling. Seal friction may be sufficient
to pick up casing joint.
NOTE Ensure sufficient axial travel is available to allow pin to advance out of box.
NOTE Ensure pipe handler is in line with the CRTi. Misalignment may cause casing to pick
up on CRTi causing stress to pipe handler.
WARNING Monitor bump ring for slipping on coupling (or safety nubbin). If slipping is
noticed, stop rotating immediately and consult Section 11 Troubleshooting.
Continuing to rotate while slipping on coupling will generate heat and damage
35
the bump ring /coupling (or Safety Nubbin). Never allow more than 2 rotations if
bump ring is slipping on the coupling.
WARNING Ensure elevators are latched on the casing joint to be laid out.
WARNING Beware of pinch point between stump guide and casing joint. Only grip stump
guide by the handles.
4.8 Rigging Out

1. Release CRTi from casing joint as described in Section 4.6 (Releasing the CRTi).
2. Lift bump ring 4”-6” off casing collar before breaking tool joint to ensure tool is released
from casing.
Once released from casing, the Lock Keys must be rotated “UP” to prevent
the tool from unlatching
3. Using a suitable method of torque reaction, grip the CRTi Lock Sleeve and breakout the
tool joint connection.
4. Install Lifting Nubbin into tool joint and remove CRTi from stump.
NOTE Use appropriate tag line to control tool during overhead lifting.
WARNING Beware of pinch point between casing coupling and the CRTi bump ring.
36
4.9 Casing Drilling / Cementing
WARNING The following instructions have been prepared with reference to certain drilling
rig types for illustrative purposes only. Always follow the safe operating
procedure prepared by your company and specific to your equipment and
operations.
Volant CRTi tools support the requirements for casing drilling and/or cementing. The CRTi
operating instructions presented in Sections 4.1 to 4.8 apply to casing drilling operations. Refer
to these sections as needed.
NOTE Do not exceed the tool-specific flow rate identified in Section 2.2. Regularly inspect
CRTi bore. Some Casing Seal Assemblies may have reduced diameter sections or
more tortuous flow paths and as such may warrant further reductions in flow rate.
Contact Volant Customer Support for specific inquiries.
NOTE Take care not to damage the plug and Casing Seal when stabbing the CRTi.
NOTE Ensure CRTi is cleaned and free of cement prior to storage.
WARNING Fluctuating hoist and torque loads experienced during casing drilling operations
may merit a reduction in tool capacity in order to maintain the CRTi 20 year
fatigue life. Contact Volant Customer Support for tool and casing capacity
considerations when casing drilling.
WARNING Only rotate if cementing through the top drive or a rotating side entry sub, such
as Volant’s CST Cement Swivel Tool.
WARNING Extended periods of tool engagement should be avoided during continuous

hoisting and/or circulating. Release the tool at least every ½ hour if practical and
monitor release torque.
4.10 Cold Weather Considerations

When operating a Volant CRTi in cold weather it is important to take the following precautions:
• Before rig-in, steam CRTi through tool bore to warm up parts, seals and lubricants until
the Cage is warm to the touch.
37
• Steam the Packer Cup/Wedge Seal until it is pliable. Apply lubricant to seal surface
regularly to prevent damage and ensure a seal during circulation.
• Routinely check the air spring pressure.
• Wipe down Dies immediately following contact with drilling fluids to prevent freeze up
and/or build up on the dies.
• Extended periods of tool engagement should be avoided. Release tool at least every ½
hour.
NOTE Steaming through the bore of the tool is permitted where there is no risk of an
explosive atmosphere. Never apply steam to the exterior of the tool since this may
wash away lubricant behind slip assembly components. Do not overheat or damage
to seals may result.
NOTE If circulating through CRTi, ensure drilling fluids are pumped frequently to prevent
top drive/CRTi bore from freezing.
WARNING Do not use steam to heat tool when there is a risk of an explosive atmosphere.
Hot surfaces pose a risk in explosive atmospheres.
WARNING For operating temperatures below -4°F (-20°C) ensure all primary load carrying
components (Mandrel, Integral Slips, Jaws, Dies and/or Spokes) are marked
“SR2” and the minimum temperature marked on any parts is less than the
expected temperature of tool.
4.11 Slant Rig Considerations

When operating a Volant CRTi on a slant rig (on an angle other than vertical) it is important to
take the following precautions:
• During rig-in, ensure axial alignment between CRTi tool joint and top drive quill.
• Maintain axial alignment between CRTi and the coupling to enable tool to smoothly stab
and withdraw from the casing.
• Adjust air spring pressure as needed to compensate for the lower compressive force
generated by the top drive.
• Support suspended casing joint to minimize bending loads on CRTi.
WARNING Misalignment may induce sufficient friction between the Packer Cup/Dies and
the casing ID to lift the casing string out of the slips. Backup on casing when
withdrawing CRTi, if needed, and do not exceed the snag load limit outlined in
the tool-specific Specification Summary.
38
5 EMERGENCY OPERATIONS
Volant® casing running tools are operated in conjunction with drilling rigs equipped with top
drives. It is the responsibility of the drilling company to ensure that the appropriate well
controls, top drive controls and emergency stop and emergency response procedures are in
place.
It is the responsibility of the drilling company to ensure that calibrated loads are monitored
during operations. If the tool malfunctions, fails to hold air spring pressure or is suspected of
damage:
1. Support loads by another means and remove all loads from the tool, including loads due
to pressure within the casing;
2. Remove the tool from service; and
3. Perform a Category 2B inspection as per Section 9.5.3.
If the tool is overloaded, a Category 4 inspection is required as per Section 9.5.6.
NOTE Refer to Section 11 (Troubleshooting) if unable to latch or unlatch the tool.
NOTE In the event of a well control incident, when the tool is engaged, and which results
in pressure being trapped within the casing, the tool will actively engage and will
not release – even if a release attempt is made.
WARNING When removing the tool from the casing there is a risk of fluid spraying from the
casing and a remote chance of flying debris from a damaged seal element. Before
releasing tool, make sure pumps are turned off and pressure has been bled down.
WARNING Always monitor the tool for overload. Special attention should be paid when
stabbing and releasing the tool not to exceed the snag load capacity referred to in
Section 2.4 (Hoist and Torque Capacity).
WARNING Tool malfunction could be indicative of no lubrication in the cams or mandrel/jaws.

Never use the CRTi® if there is no lubrication in the cams or Mandrel/Jaws.
39
6 START-UP AFTER EMERGENCY
Before resuming operation perform the following:
1. Ensure the tool is in the latched position.

2. Clean the die/grip section of the tool. Do not pressure wash or steam the die/grip
section of the tool.
3. Verify all tool joints in the load train connecting the CRTi® to the top drive are properly
made up. See Section 4.2 (Rigging In).
4. Check the air spring pressure.
5. Resume operations.
6. Check the air spring pressure after running 2 to 3 joints.
NOTE In the event of a well control incident, damage to the tool casing seal element may
result. If damage to any component is suspected, remove the tool from service and
perform a Category 2B inspection as per Section 9.5.3.
40
7 BASE TOOL ASSEMBLY
Instructions are provided for assembly of the base tool as well as the three configurations of
the extended reach assemblies shown below.
Figure 7-1: CRTi3-7.0 ActiveSET tool configurations
41
NOTE Orient and secure the CRTi® in the work-over stand as shown in Figure 7-2 below.
Note the instructions and capacities marked on the work-over stand.
Figure 7-2: Proper orientation of CRTi in work-over stand
WARNING Assembly/disassembly of the tool must be performed by qualified technicians who

have successfully completed the Volant® Certified Training Program. For more
information about the training program contact Volant Customer Support.
WARNING Unless specified, do not perform assembly or disassembly with pressure in the
tool. To ensure no air pressure is present in the tool, remove the valve stem from
the Schrader valve. If the environment is such that contamination of the tool’s air
chamber is a concern, Volant recommends using a vented or filtered valve cap that
is identified or colour coded to indicate air pressure has been removed.
WARNING Use caution when performing activities that require pressure in the tool. Use an
appropriate ring gauge or piece of pipe to ensure the tool is not driven past the
maximum extended position.
42
7.1 Assembly Preparation
7.1.1 Tools and Supplies Requirements
• SAE Allen key set (up to ½”)
• Chain wrenches
• Dead blow hammer
• Pinch bar
• Strap wrench
• Eyebolts
• 3/8” drive torque wrench (up to 150 ft.lbs)
• Vacuum pump c/w 1/8”NPT connection, isolation valve and adequate power supply
• Gauge/ setup ring
• Overhead hoist (3 TON Capacity required for CRTi3-7.0 ActiveSET) with nylon web type
slings
• Floor vice and/or stump clamp
• Jet Lube TFW thread sealing compound or equivalent compound
• Jet-Lube Kopr-Kote™, or equivalent approved thread compound. NCS-30 ECF is the
preferred thread compound in off-shore applications where components are more
susceptible to corrosion.
• Omniguard #2 high temperature EP grease, low temperature rated Molybdenum
Disulfide grease (cold environments), Swepco 103 Moly HI Plus grease, or equivalent
approved greases
• Lubriplate 105
• Loctite 240/243 adhesive (or equivalent)
• 1/2” steel bars
• 3/8-16 x 6” SHCS, coupling nut and washer
• Small flat prybar (approx. 6-8”)
• 3/8” socket drive hex key set and 3/8” drive ratchet *
• Compressed air supply*
• Flashlight*
• Pressure gauge*
• Adjustable stand (with V-style support)*
• Rags*
• Parts washer*
• Adjustable wrench (1¼”)*
• Screwdriver set*
43
• O-Ring pick (dental pick)*
• CRTi Cam wrench (custom wrench) and CS-Pin wrench (custom wrench)
• CRTi3-7.0 Mandrel lift nubbin (part number (P/N) 100172)
• CRTi3-7.0 Cage lift nubbin (P/N 81606)
* Items marked with an asterisk are not required but are recommended to reduce assembly time and labor.
NOTE Apply approved thread compound as listed in Section 7.1.1 (referred to as “thread
compound” for the remainder of this section) to all threaded fasteners upon
installation.
NOTE Do not use air or impact driver to install fasteners. Use torque wrench and refer to
Torque Chart in Section 13 for the proper install torques for all threaded fasteners.
NOTE A Bill of Materials (BOM) is required to complete assembly of the tool where
specific parts and part numbers may vary depending on the size of casing to be
run. Refer to the Data Book provided with your tool.
NOTE Apply High Temperature EP grease as listed in Section 7.1.1 (referred to as

“grease” for the remainder of this section) to all seals. Do not heavily grease quad-
ring seals as the trapped grease will cause the seal to become obstructive. Cut or
damaged quad-rings often occur due to grease being trapped between the quad-
ring and the groove.
NOTE Ensure parts are clean and free of debris prior to install.
NOTE The colors of the rotation arrows are used to indicate direction in Section 0 to 7.6,
with green always indicating clockwise if looking in the down-hole direction and red
counter clockwise.
44
WARNING Only use fasteners that meet or exceed the requirements of ASTM A574.
7.2 Instructions for the ActiveSET Base Tool (Ref Dwg # 105360)
7.2.1 Description of the Base Tool
Figure 7-3 is an illustration of the Volant CRTi3-7.0 ActiveSET Base Tool, showing its profile. The
names of visible components are identified in this figure for reference within this section.
Figure 7-3: Isometric external view of CRTi3-7.0 ActiveSET
45
An assembly drawing is provided in the data book, complete with a Bill of Materials (BOM)
table. References to part names in this section of the manual refer to this drawing and BOM.
7.2.2 Assembly (Base Tool)
7.2.2.1 Lubricate the inner diameter of the Lock Sleeve with EP grease and apply thread
compound at spline location. Install 1x 171 O-Ring into inner diameter of Lock
Sleeve. Install Lock Sleeve onto Mandrel as shown.
NOTE Stand the Mandrel vertically in the assembly stump (do not clamp) and lower the
Lock Sleeve on the Mandrel. Alternatively, secure the Lock Sleeve in a chain vice to
install the Mandrel. If using a chain vice, be sure to support the overhanging weight
with an adjustable v-stand.
46
7.2.2.2 Lubricate ramps and buttress threads on Upper Cam and Intermediate Cam and
screw together. When assembled the ramps will mate as shown below. Fill the
cavities located at the bottom of the ramps with thread compound.
NOTE Left Hand Thread.
7.2.2.3 Apply grease to the outer diameter of the Upper Cam and install 1x 271 O-Ring.
Apply thread compound to the threads on the inner diameter of the Upper Cam and
Mandrel threads. Apply grease to the outer diameter of the Mandrel and on the
Lock Sleeve, Mandrel and Upper Cam Splines.
47
NOTE The Upper and Intermediate Cams may also be installed onto the mandrel
separately to limit weight during lifts.
7.2.2.4 Ensure the Lock Sleeve is shouldered on Mandrel to allow Upper Cam assembly to
install. Thread on Upper Cam assembly until it shoulders and stops. Back off one
full turn and align the locking splines. Move the Lock Sleeve to engage the Upper
Cam assembly.
NOTE Final adjustment of Upper Cam on Mandrel will be performed later (see Cam
Adjustment sections of this manual).
NOTE This operation is best performed with the Lock Sleeve secured in a chain vice. Use a
crane to install the Upper Cam assembly. Support the overhanging weight with an
adjustable v-stand. Alternatively, this can be performed with the Lock Sleeve
secured in the assembly stump. If using an assembly stump use caution when
installing the Upper Cam assembly.
48
7.2.2.5 Use the Mandrel lift nubbin to lower the tool into the stump assembly if not already
done so.
NOTE Images will remain horizontal even though work performed vertically.
7.2.2.6 Install 1x278 O-Ring, 1x 277 O-Ring, and 1x276 O-Ring onto the Base Lock Ring.
49
7.2.2.7 Install 2x 3/8”-16 UNC x 1/2” SHCS into the spline face of the Upper Cam Housing
Trigger. Lightly grease and install 1x QR4449 Quad Ring, 1x WD9774 Wiper and 1x
10.025 X 0.375 Bronze Filled Wear Band on the inside diameter of Upper Cam
Housing Trigger.
7.2.2.8 Grease the OD of the Upper Cam, splines of Lock Sleeve and Upper Cam Housing
Trigger, and finally ID of Base Lock Ring. Install Base Lock Ring over the Mandrel
followed by the Upper Cam Housing Trigger.
NOTE Use a crane in combination with eye bolts (included in the Maintenance Kit) to
lower the Upper Cam Housing over the Mandrel and into position.
50
7.2.2.9 Check to ensure that the splines on the Lock Sleeve and the Upper Cam Housing are
aligned as shown below. Install 2x 3/8-16 UNC x 1-1/2” SHCS’s to fully seat the Lock
Sleeve to the Upper Cam Housing. Once seated, loosen the two bolts to aid in later
adjustment.
Do not leave the bolts securing the Lock Sleeve to the Upper Cam Housing
Trigger tightened.
Align Base Lock Ring on Upper Cam Housing Trigger so that the Schrader
valve is accessible
51
7.2.2.10 Lightly grease 3x Belleville-Cam Springs. Align these parts in the orientation shown
below. Lightly grease inside of Lower Cam. Install into Lower Cam as shown below.
7.2.2.11 Use Belleville Installation Tool and 3x ½”-13 UNC x 2-1/2” SHCS to compress the
Belleville-Cam Springs until the retaining ring groove is exposed. Check the retaining
ring groove to ensure it is free from debris before installing the retaining ring. The
groove can be cleaned by using a pick or screwdriver and a rag.
52
7.2.2.12 Install Internal Retaining Ring into the groove in Lower Cam. Remove the Belleville
Installation Tool once the Retaining Ring is installed. Apply grease to the inner
diameter of the Lower Cam.
53
7.2.2.13 Apply grease to the inner diameter the Cam Latch. Install the End Ring into the Cam
Latch by rotating it through the window on the bottom of the Cam Latch. Rotate the
End Ring such that the End Ring groove points towards the Cam Latch groove. See
image below.
7.2.2.14 Compress the Spring Latch and install through the Cam Latch window. Ensure the
Spring Latch is fully seated in both the Cam Latch groove and the End Ring groove.
Check that the End Ring is free to move when the Spring Latch is compressed.
Ensure the end of the Spring Latch does not protrude into the Cam Latch window
when installed.
54
WARNING Use caution when compressing spring latch. Sudden release of the compressed
spring can result in serious injury.
7.2.2.15 Grease OD of Cam Latch and install the Cam Latch into the Lower Cam aligning the
holes of the Lower Cam with the slots on the Cam Latch.
7.2.2.16 Install 5x Lug Latches into the Cam Latch through the holes in the Lower Cam. Must
be equally spaced around perimeter. See torque specification. Partially Install 5x
Pin Latches in remaining holes.
55
7.2.2.17 Ensure that the ends of the Pin Latches are aligned and mated with the notches on
the End Ring. It will be necessary to compress the Spring Latch before fully installing
the Pin Latch. See torque specification.
7.2.2.18 Grease the seal grooves on the inside diameter of the Cage and install 1x QR4429
Quad Ring, 1x 250 O-Ring, and 2x 247 O-Rings (1 Nitrile & 1 Teflon) as shown below.
56
7.2.2.19 Grease the Lower Cam seal grooves and install 1x 256 O-Ring and 1x 270 O-Ring.
7.2.2.20 Apply grease to the splined sections of the Lower Cam and Cage. Mate the spline
profile on the Cage to the bottom of the Lower Cam. Install 12x 1/2”-13 UNC x 1 ¼”
SHCS through the Cage into the Lower Cam. Apply grease onto bolt heads to
prevent corrosion.
NOTE Place Lower Cam assembly on a clean surface. Use a crane in combination with
Cage lift nubbin (provided in the Maintenance Kit) to handle the Cage.
57
7.2.2.21 Lightly grease the inner diameter of Lower Cam Housing and slide it over the Lower
Cam until the snap ring groove is visible on the Lower Cam.
7.2.2.22 Ensure the three slots on the Lower Cam Housing are aligned with the three tabs on
the Lower Cam.
58
7.2.2.23 Install External Retaining Ring into the groove on the outer diameter of the Lower
Cam.
7.2.2.24 Apply grease to the inside diameter of the Retractor and place the split halves on
the Mandrel and retain with 1x 235 O-Ring. Apply grease on the Mandrel sealing
surfaces as shown below.
59
7.2.2.25 Install Cage and Lower Cam assembly onto Mandrel. Lubricate the Intermediate
Cam and Lower Cam faces generously with thread compound. Use caution when
installing Lower Cam assembly onto Mandrel to avoid damaging seals.
NOTE This operation is done in the vertical position with the Mandrel assembly secured
in a work-over stand. Use a crane in combination with Cage lift nubbin (provided in
the Maintenance Kit) to lower the Cam Assembly onto the Mandrel.
NOTE Ensure Intermediate Cam is bottomed out on Upper Cam prior to installing Lower
Cam Assembly.
7.2.2.26 Take note of ramp surfaces on the Lower Cam and Intermediate Cam and align.
Remove crane and rotate the Lower Cam assembly clockwise a ¼ turn and then
counter clockwise to engage the hooks on the Cam Latch and the Upper Cam. Use
the Assembly Cam wrench (provided in Maintenance Kit) to rotate the Lower Cam.
NOTE Use of Vacuum may be needed to overcome seal friction to latch tool
60
NOTE Before proceeding, perform a Function Test as per section 7.7 prior to installing
the ActiveSET components
NOTE After a successful Function Test, the Cam adjustment can be completed prior to
installing the ActiveSET components. Cam adjustment can be found in sections
7.3.3, 7.4.3, 7.5.3 and 7.6.3.
NOTE The following instructions for installing the Lock Ring and Threaded Ring can also
be completed following section 7.2.2.48
61
7.2.2.27 Install a 278 O-Ring onto the Lock Ring. Apply grease to alignment tabs and OD of
Base Lock Ring. Install the lock ring onto the Base Lock Ring ensuring tabs are
aligned into grooves. Use a rubber mallet to overcome seal friction.
7.2.2.28 Apply Grease to the threads on the ID of the Threaded Ring and grease the OD of
the Base Lock Ring. Install Threaded Ring onto Base Lock Ring. Threaded Ring
should be approximately flush with Base Lock Ring once threaded on.
62
7.2.2.29 Rotate the Threaded Ring so that the tabs are out of alignment, slide the Lock Ring
back towards the Threaded Ring. Install 2x 3/8” UNC x 1-3/4” SHCS through the
Threaded Ring into the Lock Ring to pull into place and prevent rotation.
7.2.2.30 Install a 12.150 OD X 0.5 Bronze Filled Wear Band into the ID groove of the Cage
Extension. Install 1x 447 O-Ring and a 1x 276 O-Ring into the grooves as shown
below. Apply thread compound to the thread on the ID of the Cage Extension. Apply
grease to the ID of the Cage Extension.
63
NOTE Install 447 O-Ring by inserting 4 points at 90° spacing and then press in remaining
sections. Use of a rubber mallet may be required
7.2.2.31 Grease the OD of the Upper Cam Housing Trigger and then install the Cage
Extension over the Mandrel and thread onto the Lower Cam until it shoulders.
Rotate the Cage Extension back to the first position where the bolt holes align with
the holes on the Lower Cam. Install 12x 3/8” UNC x ½” SHCS through the Cage
Extension into the Lower Cam. Torque per specifications.
64
7.2.2.32 Apply grease to the ID of the Trigger, and thread compound to the slots of the Cage
extension. Install Trigger over Cage Extension. Do not install O-Ring on the outside
of the Trigger at this step.
7.2.2.33 Align the key holes in the Trigger with the slots on the Cage Extension.
65
7.2.2.34 Apply thread compound to hex face and Key profile and Install Key Trigger into
Trigger, note that there is only one rotational position where the Key Trigger will
install, and this is designated with the milled slots. Use an eyebolt (not shown) to
hold the key and position. Tap Trigger Key with hammer to ensure fully seated.
Repeat 6X.
7.2.2.35 Apply thread compound to the thread on the Key Cap Trigger and thread into
trigger until shouldered. One of the Hex sockets can be used to torque to 30 ft-lbs.
One hole in the Key Cap will align with the Pocket in the Key. Repeat 6X.
66
7.2.2.36 Apply thread compound to the thread on the Trigger Lug and thread into hole with
aligned pocket. Torque to 7 ft-lbs. When shouldered the Lug will be slightly
recessed. Apply thread compound to a 3/8-24 x 3/8 set screw and install into
remaining open hole. Torque to 7 ft-lbs. Repeat 6X.
67
7.2.2.37 Apply thread compound to the slots on the Trigger. Lightly apply Lubriplate 105 to
entire surface of individual springs. Install the 14x Belleville Spring in the orientation
shown. After springs are installed, install 277 O-Ring onto Trigger.
WARNING Using standard grease or over greasing can affect tool function
7.2.2.38 Install 1x 257 O-Ring and a 10.321” x 0.25”wear ring into the ID of the Bumper.
Apply grease to the ID of the bumper.
68
7.2.2.39 Generously apply grease to the bolt heads securing the Cage to the Lower Cam.
Grease the Cage right above the Cage window and grease the exposed OD surface
of the Cage Extension. Install the Bumper over the Mandrel and align the key holes
on the Bumper with the slots on the Trigger.
7.2.2.40 Install 3X 3/8-16x6” SHCS with nut and washer through the Bumper holes and into
the Cage Extension.
WARNING Ensure SHCS is adequately threaded into Cage Extension
69
7.2.2.41 Compress the Bumper by turning nuts until the Bumper Pockets are concentric with
the Trigger Key Cap. If required, use the 7/8-14 holes on the Trigger to align the
slot.
7.2.2.42 Using the threaded rods to compress the bumper allows fine adjustment but is time
consuming, alternatively you can utilize the 7/8-14 tapped holes within the Bumper
and Threaded Ring and pull together using a crane sling.
70
NOTE Proceeding images will show compression with SHCS
7.2.2.43 Install 1x 030 O-Ring into the Bumper Key hole. Install Bumper Key into Bumper,
note that there is only one rotational position where the Bumper Key will install,
and this is designated by the milled slots. Use an eyebolt (not shown) to hold the
Bumper Key. Tap into place to overcome seal friction and ensure seated. Repeat
6X.
NOTE Fine adjustment of bumper compression may be required if Key not installing
71
7.2.2.44 Apply one line of blue Loctite to the thread on the Bumper Key Cap and thread into
Bumper, use torque wrench in one hex pocket to make up to 70 ft-lbs. Repeat 6X.
7.2.2.45 Install Trigger Lug with blue Loctite into Bumper Key Cap where the pocket aligns.
Head will be slightly recessed. Torque to 7 ft-lbs. Apply blue loctite to a 3/8-24 x 3/8
set screw and install into remaining open hole. Torque to 7 ft-lbs. Paint alignment
mark on Key Cap with Bumper Slot. Repeat 6X.
72
7.2.2.46 Remove the threaded rods from the holes on the face of the bumper. Install 3x ¼”
NPTF brass pipe plugs into the holes on the face of the bumper. Torque to 25 ft-lbs.
7.2.2.47 Place 1x 018 O-Ring around shoulder on Bumper. Install Lock Key into Bumper in
orientation showing. Apply thread compound to the thread on Lock Key Lug and
install through lock key into the Bumper. Finally, secure Lug with spiral retaining
ring. Repeat 2X.
73

105698A-CRTi3-7.0 ActiveSET Product Manual CE[001-080]

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105698A-CRTi3-7.0 ActiveSET Product Manual CE[001-080]

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Contents

Information critical to the assembly and use of the ActiveSET tool

Table 1-1: Common Units

*Assuming acceleration due to gravity of 9.81 m/s2

1.2 Introduction to the Tool

Figure 1-1: Basic Components of CRTi 3-7.0 ActiveSET

Figure 1-2: CRTi 3-7.0 ActiveSET tool marking

1.6 Explanation of Marking

Conforms to the requirements of applicable European Commission harmonized

We Volant Products Inc.

Figure 2-1: CRTi3-7.0 ActiveSET tool configuration

2.2 Operating Limits

Minimum Ambient Temperature: -4°F (-20°C)

2.3 Dimensions and Weights

Tool Joint: NC50 or 6-5/8 API Regular

Table 2-1: Overall Tool length and weight

Casing Seal Assembly and Tool Length

Casing Seal Overall Tool Overall Tool

2.4.1 CRTi3-7.0 ActiveSET Tool

Standard CRTi3-7.0 ActiveSET

2.4.2 CRTi3-7.0HC350 ActiveSET Tool

High Capacity CRTi3-7.0 ActiveSET

Set down Load Capacity: 100 ton (short) (91 tonnes)

Figure 2-2: Location of Schrader Valve

Minimum Operating Pressure: 40 psi (0.28 MPa)

Equation 2-1: Air spring collapse load

𝐹𝑐𝑜𝑙𝑙𝑎𝑝𝑠𝑒 [𝑙𝑏𝑓] = 57.2 ∗ 𝑃 [psi]

Air Spring Pressure (MPa)

Collapse Load (kdaN)

Figure 2-3: CRTi3-7.0 ActiveSET air spring collapse load

Recommended Set down forces

2.7.1 Combined Load Rating

Torque Capacity (N.m)

Hoist Capacity (tonne)

Figure 2-4: CRTi3-7.0 ActiveSET combined load rating

Equation 2-2: Hoist efficiency

𝐹𝑑𝑖𝑒 = 𝑒𝑓𝑓𝑖𝑐𝑖𝑒𝑛𝑐𝑦 × 𝐹𝑐𝑎𝑠𝑖𝑛𝑔

Min. Pipe Min. Pipe Slip to Pipe

2.7.3 Die/Casing Interaction Torque Capacity

Torque capacity may be limited by Slip or die/casing interaction.

Equation 2-3: Die torque capacity

𝑇𝑑𝑖𝑒 = 𝐾𝑡𝑜𝑟𝑞𝑢𝑒 × 𝑊𝑐𝑎𝑠𝑖𝑛𝑔 × 𝜎𝑌𝑐𝑎𝑠𝑖𝑛𝑔

Equation 2-4: Hoist capacity reduction

See example in Section 2.7.2 Hoist Efficiency Calculation.

3.2.2 Required Tools

WARNING Maintenance must be performed by qualified technicians.

3.3 Hoisting and Handling

4.3 Hoisting Casing Joint with Handling Equipment

NOTE Bumper should not move relative to pipe.

NOTE Proprietary connections may require alternative makeup procedures.

NOTE Volant assumes no responsibility for controlling makeup torque.

4.5 Running In Casing

4.6 Releasing the CRTi

4.8 Rigging Out

NOTE Ensure CRTi is cleaned and free of cement prior to storage.

WARNING Extended periods of tool engagement should be avoided during continuous

4.10 Cold Weather Considerations

4.11 Slant Rig Considerations

If the tool is overloaded, a Category 4 inspection is required as per Section 9.5.6.

NOTE Refer to Section 11 (Troubleshooting) if unable to latch or unlatch the tool.

WARNING Tool malfunction could be indicative of no lubrication in the cams or mandrel/jaws.

1. Ensure the tool is in the latched position.

Figure 7-1: CRTi3-7.0 ActiveSET tool configurations

Figure 7-2: Proper orientation of CRTi in work-over stand