Chapter 7

WIRELINE-SET PERMA SERIES® PACKERS
Halliburton's Wireline-Set Perma-Series packers are effective,

differential production packers for single or multi-zone completions.
These permanent packers may be electric-wireline or hydraulic set
on the workstring. They are also designed to leave the packer bore
free of all setting devices and maintain a large fluid-bypass area
through the packer. Operating envelopes are a graphical
representation of the safe combination of differential pressure and Ratch-Latch
applied tubing loads and are available for most Perma-Series Receiving Head
packers.
Applications
• high formation, unloading differential, or stimulation
pressure areas
• pulling tubing without unseating packers
• high bottomhole temperatures
• downhole conditions demanding special running clearance
• twin-flow chemical injections systems Upper Internal
Slips
Features
• upper internal slip design retains the setting force Case-Carburized
throughout the packer assembly; lower internal slips Upper Slips
prevent upward movement of the upper wedge while Lower Internal

Slips
running
• internal locking-slip ring aids in fast removal, saving rig
time if milling becomes necessary Triple Seal
• triple-seal multidurometer seal element package is Multidurometer
effective at high or low temperatures and pressures

• metal-to-metal backup shoes with 360° casing wall contact
prevent seal element extrusion and offer reliable sealing
under ultrahigh pressures
• contoured C-slip design provides maximum casing contact
with uniform slip engagement
• case-carburized slips provide controlled hardness depth
Case-Carburized
and maximum hardness across tooth section Lower Slips
• core of slip retains original metallic structure for easy
milling
Benefits
• maintains a large fluid-bypass area through the packer
• saves rig time
• ensures easy milling because the slip core retains its
original metallic structure
• provides flexibility with multiple receiving head and bottom
sub options
• can be adapted for high-pressure/high-temperature
applications
Completions 1 Section 7 Perma Series® Packers Page 1 of 78

© Halliburton 2007
EQUIPMENT OVERVIEW
As mentioned earlier, the PERMA-SERIES packer has two sets of internal slips. The upper set, once
activated in the setting process, hold the packer in the set position. The lower set keeps the top
wedge from prematurely moving under the top set of slips, in the event an obstruction is contacted
while running in the well.
A three-piece element system is used with a soft center element (70 durometer nitrile) and hard end
elements (90 durometer nitrile). The harder end elements form against the packer mandrel and
back-up shoe to provide an extrusion barrier for the softer center element. The three elements are
free to move independently and their geometric design forces the elements to compress between the
packer and casing to give a positive seal.
Figure: Shows finite element simulation of the Halliburton Multi-Durometer element packer being
set in casing.
The element back-up system is a two-piece metal shoe and shoe support. Both are manufactured to
close tolerances and are annealed to a "dead soft" condition. The inner shoe is yellow brass and the
outer shoe is AISI low yield carbon steel. This provides a positive 360° anti-extrusion back-up for the
element system.

© Halliburton 2007
EQUIPMENT OVERVIEW - CONTINUED
The hydraulic-set Perma-Series packer uses C-slips on the top and bottom. This slip was designed
and has been proven in conjunction with the Perma-Series® Wireline-Set Packers.
The C-ring slip offers advantages over

segmented slips in that it offers increased
contact area (nearly 360°); thereby
minimising packer/casing contact stress
risers and improving the packers load
capacities.
The C-slips are manufactured from low

yield AISI grade carbon steel to allow
easier milling, and are case-carburized to
provide a hard tooth surface to ensure a Segmented C-Ring
bite into high yield strength casing.
The case-carburization process is a Figure: Shows the different stress contact points
surface-hardening treatment which leaves for segmented and full circle C-ring slips
the rest of the slip’s material in its original
condition (that being low yield carbon
steel). This is important since pressure reversals on cast ductile iron slips can cause crumbling.
Case-carburization also assures an evenly distributed hardness layer over the entire area rather than
at the tips of the teeth, as might be expected from an induction hardening process that is much more
difficult to control.
The packer slips also have the following features:
1. The slips are relieved (slotted) so they will segment or crack in the desired location when set.
2. Their low profile allows maximum clearance from the major OD of the packer to the slip OD.
3. They are secured to the slip carriers to hold them in place while running the packer downhole.
The slip carriers prevent possible presets of the packer, since the slips are not free to move
over the wedges until the setting sequence begins.

© Halliburton 2007
Optional Receiving Head Arrangements
Lug-Style
Receiving
Head
Lug-Style Receiving
Head with Scoop
Guide
Short Ratch-Latch Ratch-Latch
Receiving Head
Head Options
The head of the packer is also available in many configurations. These configurations depend upon
factors such as running method (setting tool), latch, required bore through the packer, tubing-to-
packer seal configuration, etc. Some typical head options are as follow.
• Lug-style head. This head features lugs which accept a J-latch locator. (Wireline-set packer)
• Scoop with lug-style head. This arrangement includes a scoop to assist with guiding the seal
assembly into the packer in deviated wells. (Wireline-set packer)
• Upper Ratch-Latch head. Sealbore diameter is larger than packer mandrel thus providing
maximum ID through the seal assembly. The Halliburton Ratch-Latch Seal Assembly provides
higher tensile strength than most J-latch mechanisms.
• Short Ratch-Latch head. The seal assembly seals in the packer mandrel and not a larger
upper sealbore. This reduces seal diameter when not required and is more economical than
the upper head.
• Short Ratch-Latch head with scoop guide. This arrangement includes a scoop to assist with
guiding the seal assembly into the packer in deviated wells. (Wireline-set packer)
• Anti-preset scoop with lug-style head. This will allow the packet to be installed using the
Halliburton HS Hydraulic Setting Tool which engages the scoop during the installation and
reduces the risk of packer preset. The setting motion of the setting tool releases the scoop.

© Halliburton 2007
Bottom Sub Options
The bottom sub of the packer is available in various thread configurations depending upon the
required tailpipe accessories. Typical accessories include millout extensions, sealbore extensions,
tubing, blank, one-piece extended mandrel with no o-rings, etc.
Optional Bottom Sub Arrangements
Plain Sealbore Tubing or Millout

Bottom Sub Extension Thread Extension Thread

© Halliburton 2007
PERMA-SERIES Packer Standard Application
Halliburton PERMA-SERIES packers are most often used when 1) high formation, unloading differential
or stimulation pressures are anticipated, 2) the tubing needs to be pulled without unseating the packer,
3) high bottomhole temperatures are expected, 4) downhole conditions demand special running
clearances.
PERMA-SERIES packers are ideal for high flow rate permanent production applications, HP/HT
completion needs and to serve as an integral sump packer for either conventional or FracPac sand
control completions.

© Halliburton 2007
Halliburton PERMA-SERIES Packer

Casing Size Casing Weight Packer OD Sealbore ID Seal Unit ID
in (mm) lb/ft in (mm) in (mm) in (mm)
9.5 - 12.6 3.790 (96.27) 2.555 (64.90) 1.677 (42.60) 1
4 1/2 (114.30) 9.5 - 13.5 3.720 (94.49) 2.375 (60.33) 1.530 (38.86) 2
13.5 - 15.1 3.600 (91.44) 2.375 (60.33) 1.530 (38.86)

13.5 - 15.1 3.640 (92.46) 2.555 (64.90) 1.677 (42.60) 1
15 - 21 3.960 (100.58) 2.555 (64.90) 1.677 (42.60) 1
5 (127.00) 15 - 21 3.960 (100.58) 3.120 (79.25) 2.390 (60.71)

23.2 - 24.2 3.790 (96.27) 2.555 (64.90) 1.677 (42.60) 1
13 - 20 4.540 (115.32) 2.750 (69.85) 1.830 (46.48) 1
13 - 20 4.540 (115.32) 3.000 (76.20) 1.927 (48.95) 3
5 1/2 (139.70) 20 - 26 4.360 (110.74) 2.750 (68.95) 1.830 (46.48) 1
20 - 26 4.360 (110.74) 3.000 (76.20) 1.927 (48.95) 3
20 - 26 4.360 (110.74) 3.500 (88.90) 2.510 (63.75)

17 - 32 5.468 (138.89) 2.750 (69.85) 1.830 (46.48) 1
6 5/8 (168.28) 17 - 32 5.468 (138.89) 3.250 (82.55) 2.350 (59.69)

20 - 24 5.687 (144.45) 4.000 (101.60) 2.970 (75.44)
17 - 20 6.250 (158.75) 4.000 (101.60) 2.970 (75.44) 1
17 - 23 6.180 (156.97) 3.250 (82.55) 2.350 (59.69) 1
20 - 26 6.000 (152.40) 4.000 (101.60) 2.970 (75.44)

23 - 38 5.687 (144.45) 2.750 (69.85) 1.830 (46.48)
23 - 38 5.687 (144.45) 3.250 (82.55) 2.350 (59.69)
7 (177.80) 23 - 38 5.687 (144.45) 4.250 (107.95) 3.250 (82.55)
26 - 32 5.875 (149.23) 4.000 (101.60) 2.970 (75.44)
26 - 32 5.875 (149.23) 5.000 (127.00) 3.938 (100.03)
32 - 38 5.687 (144.45) 4.000 (101.60) 2.970 (75.44)
32 - 44 5.468 (138.89) 2.750 (69.85) 1.830 (46.48)
32 - 44 5.468 (138.89) 3.250 (82.55) 2.350 (59.69)
26.4 - 33.7 6.375 (161.93) 2.750 (69.85) 1.830 (46.48) 1
26.4 - 33.7 6.375 (161.93) 3.250 (82.55) 2.350 (59.69)

7 5/8 (193.68) 26.4 - 33.7 6.375 (161.93) 4.000 (101.60) 2.970 (75.44)
33.7 - 39 6.180 (156.97) 3.250 (82.55) 2.350 (59.69
33.7 - 39 6.250 (158.75) 4.000 (101.60) 2.970 (75.44)
36 - 47 8.420 (213.87) 6.000 (152.40) 4.400 (111.76) 4
36 - 59.4 8.120 (206.25) 3.250 (82.55) 2.350 (59.69)

9 5/8 (244.48) 36 - 59.4 8.120 (206.25) 4.000 (101.60) 2.970 (75.44)
36 - 59.4 8.120 (206.25) 5.000 (127.00) 3.850 (97.79)
36 - 59.4 8.120 (206.25) 6.500 (165.10) 5.000 (127.00)
40 - 53.5 8.220 (208.79) 6.000 (152.40) 4.400 (111.76) 4
1 - 1.92 ID available
Other sizes available upon request

© Halliburton 2007
HISTORY OF THE HALLIBURTON PERMA-SERIES® WIRELINE-SET PRODUCTION
PACKERS
Halliburton Energy Services has offered production packers since the early sixties. In an effort to meet
the needs of our customers and to utilize the latest in available technology we are continuously
upgrading our equipment. Although the basic concept of the permanent packer has remained the
same we are continuously looking for ways to improve our performance, pressure ratings, and meet
the challenges of new well conditions.
The concept for the PERMA-SERIES Wireline-Set Production Packer as it exists today was developed
in 1987. This packer was an improvement of the Halliburton PERMA-DRILL® Packers.

© Halliburton 2007
7.1 WELL CONDITIONS
Prior to running a wireline set permanent packer, or any packer, it is desirable that well conditions
be at an optimum, thus increasing the prospect of a successful on-depth setting. Some of the well
conditions and possible improvement procedures which should be discussed with the company
representative before running a packer are:
A. Casing ID restrictions
Each size and weight of casing has a standard internal diameter (ID) regardless of its
material grade or thread type. Example: All 7”, 23 lbs/ft casing has an ID of 6.366 inches.
Any material build-up on the internal wall of the casing will reduce the casing ID. This may
prevent the packer from passing through or may even cause the packer to prematurely set.
1. Mudcake
In a new well completion, two types of wall build-up are most common. One type of wall
build-up results from the use of drilling mud. In this process, some of the solid particles
in the mud “stick” to the casing wall forming a layer of semi-solid material. This layer is
commonly called “mudcake” or “wallcake” and must be dealt with before running a
packer. This problem is most commonly and effectively eliminated by the use of a
casing scraper. The casing scraper is made up on the end of the workstring with a
drilling bit below it. The bit and scraper are lowered into the well. As the scraper passes
through the casing, its spring loaded blades which are in contact with the casing,
“scrapes” the mudcake from the casing wall. It is a good practice to run a bit and
scraper, to a point below the packer setting depth, in each well completion. If two or
more different size packers are to be set in two or more casing sizes, the proper size bit
and scraper should be run in each casing size.
2. Cement
A second possible type of wall build-up in a new well completion is cement. Cement is
pumped through, out the bottom, and up along the outside of the casing to cement it in
place. Even though a wiper plug, which pushes the cement throughout the casing and
wipes the casting wall is used, some cement may remain. Here again, this potential
problem may be eliminated by using a bit and scraper. In severe situations, a string mill
may have to be used to remove the cement.
3. Scale
In workover wells (re-completions), fluids left in the annulus after the previous completion
may cause scale and/or corrosive build-up to accumulate on the casing wall. In a
majority of cases, a bit and scraper run will take care of this problem.

© Halliburton 2007
4. Over-torque
(Fig.7.1.1)
Another possible cause of casing ID
restriction involves over torquing of
connections as the casing is run in
the hole. Excessive make-up torque
will cause the pin to over travel in
the box and “crimp” the end of the
pin resulting in a smaller ID at that
point. This situation should be
detected during the gauge ring run.
A string mill (sometimes called a
watermelon mill) of the proper OD
may be used to mill through the
crimped area.
B. Well fluids
For discussion purposes in this section, well fluids will be divided into two categories: (1)
muds and (2) clear fluids.
1. Mud
The term “mud” refers to a suspension of solids in water or oil. In well completions
where mud is used, a bit and scraper should be run to a depth below packer setting
depth and the mud circulated and condition immediately prior to running the packer. If
this is not done or there is a long time delay between mud circulation and running the
packer, the solids in the mud may settle or coagulate forming a semi-solid mass through
which the packer cannot pass. This problem generally occurs nearer the bottom of the
well and can be corrected by tripping in the hole usually with a bit and scraper on the end
of the work string and circulate and condition the mud. The gauge ring run and packer
run should be made as soon as possible after the work string has been pulled out of the
hole.
2. Clear fluid
The term “clear fluid” refers to a fluid which has a relatively small amount of solid
particles. Some common clear fluids include brine water, chlorides and bromides. Due
to the presence of only a small percent of solids, these types of fluids seldom cause
restraint problems when running a packer.

© Halliburton 2007
C. Liners (Fig. 7.1.2)
The term “liner” refers to any string of

casing whose top is situated at any point
below the surface (refer to Fig. 7.1.2).
By means of a liner hanger, the liner is
suspended below the casing and then
cemented in place. The top of the liner
hanger (commonly called the top of the
liner) may have a stand-off large enough Casing
for the packer bottom to rest upon, thus
preventing it from “sliding-off” into the
liner. The liner top may also have been Top of
damaged by running other tools through
Liner
it. If the gauge ring does not enter the
liner or enters the liner only after several Hanger
attempts, then conditioning (dressing) Liner
the liner top should be considered. This
Hanger
may be done by running a tapered mill
(see Fig. 7.1.3) to the liner top and
milling a bevel on the inside diameter of
the liner top. Discuss this procedure
with the company representative.
Liner
D. Perforations
It is occasionally necessary to run a

packer through casing perforations. If
problems getting through the perforated
interval are indicated by the gauge ring
run, the condition must be corrected.
This may be done by running a string
mill (see Fig. 7.1.1) and working it
through the perforated interval.
(Fig.7.1.3)

© Halliburton 2007
E. Deviations and doglegs
As a well is drilled, the course of the well bore will meander from the true vertical direction.
No well is a truly vertical well. This divergence from the vertical is called deviation and is
measured in degrees and direction from the true vertical at a given point (see illustrations in
Figure 7.1.4). In a “straight hole” the angle of deviation is very low where as in a
directionally drilled hole (deviated hole) the angle of deviation is high and some wells may
approach 90o resulting in a horizontal hole. In either case, straight or directional hole, there
may be a sharp change (called a dogleg) in the well’s direction.
A long, stiff packer assembly may not be able to pass through a dogleg with only the
assembly’s weight for the downward force. It may be necessary to run the packer assembly
on a hydraulic setting tool using the weight of the work string to push the packer through the
dogleg.
CAUTION: This is a very serious problem and should be discussed in detail with the
company representative and your supervisor.
OIL WELL DEVIATIONS AND “DOGLEGS” (Fig. 7.1.4)
1,000’
2,000’
3,000’
4,000’
5,000’
5,600’
N
A bird’s eye view of a typical oil well and its pattern of deviation from vertical. Depths and deviation
readings are shown. The sharp changes at 3,600 and 5,200 feet are called doglegs. A profile view
of the hole is at the right.

© Halliburton 2007
GAUGE RING (PRODUCT LINE 241)
It is highly recommended that a gauge ring and junk basket run be made before a wieline set packer
is run into the well. By using a gauge ring, downhole conditions can be determined and corrected if
necessary thus possibly avoiding the costly occurrence of “hanging-up” the packer.
A. Gauge ring selection
The correct gauge ring to be used for a packer is listed by part number of the packer in the
General Product Information (GPI) reference and the Engineering Data Sheet (EDS) of the
computer AAMS system will list the critical information about the gauge ring
(see Figure 7.2.1 EDS Print)
(Fig. 7.2.1)
Engineering Data Sheet

5/5/2006
EQUIPMENT MATERIAL NO. 101054159
GGE RING BAK 10 4 ½ 9.5 – 12.6 5 23.2 – 24.2
PART NUMBER: 24B4548

DESIGN SPECIFICATIONS
TYPE SPEC RELEASE ORIGINAL

MAXIMUM OD 3.85 inches
MINIMUM ID 2.500 inches
CONNECTION 2 5/8 - 8 ACME
BAKER JUNK BASKET #10
CASING SIZE 4½
5 Inches
WEIGHT RANGE 9.5 – 12.6 F/4 ½”
23.2 – 24.2 F/5”
(END)
(Unless specified, Dim-inches, pres-psi, weight-lbs, temp-deg F)
NOTE: Values of pressure, force and operating depths presented above are based upon empirical data and
theoretical calculations. These values will vary within accepted engineering limits due to variations in material
strength, dimensional tolerances and actual installed conditions.
NOTE: Halliburton makes no warranty, either expressed or implied, as to the accuracy of the data or of any
calculation or opinion expressed herein. Halliburton, Dallas, Texas, U.S.A.
Of particular importance, is the gauge ring maximum OD. The actual OD of a gauge ring
should be callipered before leaving the shop and should be approximately .06” larger than
the largest OD of the packer. A chart listing gauge rings for some of the Perma-Series
packers is shown in Table 7.2.1.

© Halliburton 2007
RECOMMENDED GAUGE RINGS FOR OTIS PERMANENT PACKERS (AWB & AWD)
(Table 7.2.1)
SIZE WEIGHT PACKER PART PACKER GAUGE OD JUNK GAUGE

NUMBER OD (IN) (IN) BSKT # RING PART
#
4 1/2 9.5-12.6 212 AWB 45100-* 3.79 3.85 10 241 B 4548
4 1/2 13.5-15.1 212 AWB 45101-* 3.64 3.70 10 241 B 4546
5 15-21 212 AWB 50100-* 3.96 4.02 10 241 B 5048

5 1/2 20-26 212 AWB 55200-* 4.36 4.42 20 241 B 5519
5 1/2 13-20 212 AWB 55201-* 4.54 4.60 20 241 B 5520
5 1/2 20-26 212 AWB 55300-* 4.36 4.42 20 241 B 5519
5 1/2 13-20 212 AWB 55301-* 4.54 4.60 20 241 B 4420
7 23-28 212 AWB 70200-* 5.69 5.75 25 241 B 7087
7 26-32 212 AWB 70400-* 5.88 5.94 25 241 B 7088
7 23-38 212 AWB 70700-* 5.69 5.75 25 241 B7087
7 17-23 212 AWB 70701-* 6.18 6.24 25 241 B 7090
7 5/8 26.4-33.7 212 AWB 75200* 6.38 6.44 25 241 B 7511
7 5/8 26.4-33.7 212 AWB 75400-* 6.38 6.44 25 241 B 7511
7 5/8 26.4-33.7 212 AWB 75700-* 6.38 6.44 25 241 B 7511
9 5/8 36 -59.4 212 AWB 95500-* 8.12 8.20 25 241 B 9527
5 15-21 212 AWD 50100-* 3.96 4.02 10 241 B 5048
5 1/2 20-26 212 AWD 55200-* 4.36 4.42 20 241 B 5519
5 1/2 13-20 212 AWD 55201-* 4.54 4.60 20 241 B 5520
5 1/2 20-26 212 AWD 55300-* 4.36 4.42 20 241 B 5519
5 1/2 13-20 212 AWD 55301-* 4.54 4.60 20 241 B 5520
7 23-38 212 AWD 70200-* 5.69 5.75 25 241 B 7087
7 26-32 212 AWD 70400-* 5.88 5.94 25 241 B 7088
7 23-38 212 AWD 70700-* 5.69 5.75 25 241 B 7087
7 17-23 212 AWD 70701-* 6.18 6.24 25 241 B 7090
7 5/8 26.4-33.7 212 AWD 75200-* 6.38 6.44 25 241 B 7511
7 5/8 26.4-33.7 212 AWD 75400-* 6.38 6.44 25 241 B 7511
7 5/8 26.4-33.7 212 AWD 75700-* 6.38 6.44 25 241 B 7511
7 5/8 36-59.4 212 AWD 95500-* 8.12 8.20 25 241 B 9527

© Halliburton 2007
B. Running the gauge ring
The gauge ring is made-up on the bottom of a

Baker junk basket and run in the well on electric Fig.7.2.2
line (see Figure 7.2.2). A collar locator is run in
conjunction with this set-up for depth location
purposes. The following is a list of some of the
“gauge ring” practices and responsibilities of the
serviceman.
1. Before leaving the shop
a. Caliper the OD and thread ID of the gauge

ring and packer OD. Record these
measurements.
b. Inspect the acme threads on the gauge

ring’s ID making sure they are clean and in
good condition. Apply a light coat of
lubricant to keep the threads rust free.
c. Be sure the correct size and length set

screw is in place and workable. Apply a
light coat of lubricant on the set screw and
work it through the gauge ring to keep the
threads rust free. Take extra set screw.
d. Condition the bottom of the gauge ring so

it is smooth and as mark-free as possible.
Record the location in relation to the set
screw of any obvious marks on the gauge
ring. If necessary this will help determine
“new” marks from “old” marks when the
gauge ring is run.
e. If possible, get in touch with the electric

line company and make sure they will have
the correct size junk basket for your gauge
ring. Depending on casing size, 0tis gauge
rings are designed to be run on Baker #10,
#20, or #25 junk baskets. Junk basket size
can be found in section 241 of the GPI or in
the EDS section of AMS.

© Halliburton 2007
2. ON LOCATION
a. As soon as possible, make sure the gauge ring will make-up on the junk basket. Double
check gauge ring OD and record.
b. Discuss with the company representative and electric line operator the depth to which the
gauge ring is to be run. Record the depth of liner top(s), perforations, doglegs, or any
other possible trouble spots.
c. Make-up gauge ring on junk basket using wrenches to firmly tighten (DO NOT OVER
TORQUE). Tighten set screw securely. When using wrenches, be careful not to damage
set screw or set screw hole.
d. Be on the rig floor when gauge ring and junk basket is picked up and lowered into well.
Re-check set screws.
e. Be in the electric line unit while the gauge ring is being run recording the depth(s) of any
trouble spots.
f. If gauge ring will not “go”, discuss with company representative possible causes and cures.
g. Be on the rig floor when gauge ring and junk basket is pulled out of the hole making sure
the gauge ring is on the junk basket. If the gauge ring was left in the hole there are only
two possible courses of action and should be discussed with the company representative
immediately. One is to try to fish for the gauge ring and the second is to make a dummy
run to determine that the gauge ring has fallen to bottom and will not cause a problem.
The dummy run may be done by using another gauge ring and junk basket run or tripping
in the hole with a bit and scraper on the work string.
h. After the gauge ring run, you are responsible for its return to the shop.

© Halliburton 2007
7.3 WIRELINE SETTING TOOL
Otis wireline set permanent packers are designed to be run and set on electric wireline using a
Baker #10 or #20 setting tool. The Baker #10 setting tool has an approximate OD of 2.75” and is
used for setting packers in 4 1/2" casing, where as the Baker #20 setting tool, with an appropriate
OD of 3.8” is used to set packers in 5” and larger casing.
A. Principle of operation
To fully understand the setting sequence of a permanent packer, the operation of the
setting tool must be known. The wireline, or electric line, setting tool consists basically of a
piston with a piston rod inside a cylinder (refer to Fig. 7.3.1). An explosive (controlled
burning) charge in the top of the cylinder is detonated by a current from the electric cable.
The forces generated by the explosion drive the piston and its rod downward, and the
cylinder upwards relative to one another.
The action required to set a permanent packer is an upward pull on the packer’s top sub
and a downward thrust on the packer’s top slip carrier. Therefore, the forces developed in
the setting tool must be reversed. This is done by means of the cross link. The cylinder’s
diameter is reduced to what is virtually a tube (inner mandrel or setting mandrel). There is
a longitudinal slot through the wall of the inner mandrel. The cross link, which extends
through the slot in the inner mandrel, engages the piston rod to the cross link sleeve.
Thus the downward thrust of the piston rod is transferred to a downward thrust on the
cross link sleeve, and the upward force on the cylinder is transferred to an upward pull on
the inner mandrel. This push-pull force, transmitted to the packer through the setting
adapter kit, sets the packer.
B. Responsibility
The maintenance, preparation, and operation of the setting tool is primarily the
responsibility of the electric line service company on location. However, there is one factor
in setting tool preparation that you as a packer serviceman must be aware of and should
monitor if possible before the setting tool is assembled. The setting tool actually transmits
forces through an oil chamber. If the chamber is filled with too much oil, expansion of the
oil due to temperature increase while running into the hole can sometimes set a packer
prematurely. If the oil level is too low, the tool might not have enough stroke to set the
packer. Check with the electric line operator and make sure the oil chamber has been
filled properly.

© Halliburton 2007
WIRELINE SETTING TOOL
PRINCIPLE OF OPERATION
Electric Cable
Forces Created by
Firing the Charge
Cross Link
Cross Link Sleeve
Downward Thrust
on Top of Packer
Upward Pull on
Inner Mandrel
(Figure 7.3.1)

© Halliburton 2007
Pressure Chamber
Floating Piston
Fluid Cylinder
Piston
Cross-\Link Sleeve
Setting Model
SETTING TOOL ELECTRIC WIRELINE (SCHEMATIC)

© Halliburton 2007
Type AO Wireline Adaptor Kit with Baker 20# Electric Wireline Connections.
Rope Socket
Baker 20# Setting Tool
Tension Sub
Setting Sleeve
Shear Pins (Red)
Stab Bar
AWB Packer

© Halliburton 2007
BAKER
SERVICE TOOLS
A Baker Hughes company
ENGINEERING BULLETIN EB6-90
APRIL 5, 1990
TO: ALL REGION AND DISTRICT MANAGERS AND ENGINEERS
SUBJECT: POWER CHARGES
In order to cover a wider range of operating conditions, two new power charges have been made
available – a #20 STANDARD and a #10 SLOW-SET. The addition of these charges now provides
both a STANDARD and SLOW-SET charge for each of the #10 E-4 and #20 E-4 Baker Wireline
Pressure Setting Assemblies.
POWER CHARGE IDENTIFICATION
CHARGE COMMODITY NUMBER SETTING TOOL
#05 STANDARD CHARGE 437-64-1500 #05 E-4
• #10 STANDARD CHARGE 437-64-2113 #10 E-4

#10 SLOW-SET CHARGE 437-66-1000 (NEW) #10 E-4
#20 STANDARD CHARGE 437-64-3223 (NEW) #20 E-4

#20 SLOW-SET CHARGE 437-66-2300 #20 E-4
• May also be used in the #20 E-4 until 437-64-3223’s are available.
• The #10 E-4A setting tools are being obsoleted and should be converted to #10 E-4’s
whenever the pressure chambers (07-57253-00) need replacing. The #10 STANDARD
CHARGE provides better performance in the #10 E-4 but may be used in the #10 E-4A until
they are completely phased out.
The new #20 STANDARD provides significantly more pressure than the previous standard charge
and is to be run only in the Baker #20 E-4 Wireline Pressure Setting Assembly. Until sufficient
qualities of these charges are available, the old charge 437-64-2113 may still be used in the #20 E-
4.
Charge 437-64-2113 will remain the standard charge for the #10 E-4 WLPSA.
For applications requiring a Baker #10 E-4 and a slower set, the new #10 SLOW-SET is
recommended. This charge should not be used in a #10 E-4A.
To aid in identification, SLOW-SET charges will be loaded in a blue case while STANDARD charges
will remain in the traditional black case. Some SLOW-SET charges with black cases are currently
in the field.

© Halliburton 2007
The Baker SLOW-SET Power Charge is designed to provide a slower setting speed for equipment
run on the Baker Wireline Pressure Setting Assembly. A longer setting time generally increases the
reliability of the packing element seal and the slips.
The SLOW-SET charge is recommended for equipment set under severe downhole conditions (high
temperature, high hydrostatic pressure, etc.). Under typical conditions, the SLOW-SET charge is
recommended for 9-5/8” and larger equipment and complex tools with a large number of moving
parts such as the Baker Wireline Set Retrievable Bridge Plug.
The SLOW-SET charge is recommended when running large, heavy packers and small packers
with heavy tail-pipe loads. In general, the SLOW-SET charge should be run on any critical
application where an increase in reliability is economically justified or where recommended by the
equipment manufacturer.
All charges are rated for bottom hole temperatures from 70oF to 400oF and up to 10,000 psi
hydrostatic. Charges have been successfully tested at temperatures as low as 40oF at lower
hydrostatic pressures. Elevated temperatures increase the pressure generated by the power
charge, thus at higher temperatures within the 70oF-400oF range, hydrostatic pressures in excess of
10,000 psi may be acceptable. Testing is underway to determine this exact correlation; contact
BST Engineering with any questions in this regard.
NOTE: Oil levels in the E-4 remain unchanged regardless of power charge selection.
DISTANCE FROM END OF CYLINDER TO OIL
TEMPERATURE DIMENSION “A” IN INCHES

05 10 20
200oF or less 3-1/4 4 4
200oF-275oF 3-1/4 4-1/8 4-1/2
275oF-350oF 3-1/2 4-3/8 5
350oF-400oF 3-5/8 4-5/8 5-1/2
OIL LEVELS ARE IMPORTANT

• Not enough oil shortens the setting stroke, resulting in failure to part the release stud.
• Too much oil will result in presetting or a fast set.
INSTRUCTIONS
Invert cylinder and push piston to
bottom, using wooden dowel. Fill
cylinder with SAE 10-40 weight oil A
to level “A” as shown in chart
according to maximum well
temperature expected on run.
7.4 SETTING ADAPTER KITS (PRODUCT LINE 241)

© Halliburton 2007
The Halliburton setting adapter kits for permanent packers are designed to be attached to an
explosive type wireline setting tool. When properly attached to the packer and activated, it is
designed to set the packer.
A. Selection
To properly set a packer, the setting adapter kit designed for that packer must be used. The
correct setting adapter kit for a permanent packer may be found in BDMI for the packer or
the EDS section of the computer AMS system by using packer part numbers. Failure to use
the proper setting adapter kit may result in the packer partially setting or not setting at all.
B. Type of setting adapter kit
There were two basic varieties of setting adapter kits. The “old style” setting adapter kit
which did not have a stabilizer bar (obsolete) and the “new style” setting adapter kit which
does have the stabilizer bar and a jam nut. It is strongly recommended that the “new style”
setting adapter kit with stabilizer bar be used exclusively! This tool was designed with two
inherent advantages:
1. The jam nut prevents and downward force that may be encountered when running in the
hole with a hydraulic setting tool from being transmitted to the shear pins. This feature
prevents partial shearing which would result in a reduction in setting force.
2. The stabilizer bar increases the rigidity between the setting tool and packer assembly.
This will prevent partial shear of the tension sub pins when the assembly is side loaded
as occurs with long assemblies in deviated holes or during packer assembly and tailpipe
pick-up.
C. Preparation
Before leaving the shop, the setting adapter kit should be inspected. The following is a list of
general checks which should be performed on the setting adapter kit.
1. Make sure you have the proper setting kit. Compare part numbers if necessary.
2. Slide the setting sleeve onto the packer. The sleeve should fit snuggly over the packer’s
top sub and contact the top slip support at all points. If too large of a sleeve is used, it
may engage only one portion of the top slip carrier causing the slip carrier to jam during
and before the setting sequence is complete.
3. Insert the stabilizer bar and tension sub into the packer making sure the shear pin holes
will align.
4. Make sure the stabilizer bar is made-up tightly onto the tension sub and the flow path
through them is open.
5. All threads should be in good condition, clean and covered with a thin layer of grease to
protect them from rusting.
6. Screw the sleeve bushing completely through the sleeve.

© Halliburton 2007
7. Be sure jam nut will make-up easily.
8. All set screws should be in place and workable. Have extra set screws.
9. Inspect shear pin holes in tension sub-stabilizer bar for size. Through repeated use and
driving sheared pins out, the shear pin hole may enlarge. Too large of a shear pin hole
will allow the sheared portion to fall out in the well possibly causing serious problems in
the future.
10. Install “0” ring on stabilizer bar. Cover lightly with grease to facilitate installation into
packer.
D. Attaching setting adapter kit
Since setting adapter kits basically have similar components, the following is a general
procedure for attachment. Numbers in parentheses refer to parts as shown in Figure 7.4.1.
1. If used, install guide into setting sleeve. Align set screw holes and install set screws.
2. Slide setting sleeve over lower end of setting gun. Expose lower end of setting gun?
3. Make up sleeve busing onto setting gun and install set screw.
4. Install tension sub and stabilize bar into packer. Align shear pin holes. Shear pin holes.
Shear pins are located in a cloth bag that is attached to the packer.
5. Drive in all shear pins so they are flush with the outside surface of the top sub of the
packer. Screw jam nut down to the top of the packer and install set screws.
6. Make up tension sub onto setting gun and install set screw.
CAUTION: When using wrenches, do not damage set screw or set screw hole.
7. Screw the setting sleeve back down over the sleeve busing until it shoulders against the
top slip support of the packer.
NOTE: It is necessary to use a tail pipe on the adapter kit when a back pressure valve is
used. This offers additional bypass area and allows faster running of the packer.

© Halliburton 2007
Typical Setting Adaptor Kit for “AWB” Type Packer
(Fig.7.4.1)
Guide
Bushing
Setting sleeve
Tension Sub
Jam Nut
Stabilizer Bar
O-Ring

© Halliburton 2007
Basic Design and Maintenance Instructions
Adapter Kit F/Explosive Halliburton Wireline Setting Tool
DESIGN OVERVIEW
The Otis Type “AO” Adapter Kit is designed to be attached to a Baker #20 Explosive
Wireline Setting Tool. When attached to the Packer and activated, it is designed to set the
Packer.
ATTACHMENT PROCEDURE
NOTE: Large size Packers should be handled with a hoist and roller type stands. It is
necessary to use a tail pipe on the Adapter Kit when a Back Pressure Valve is used. This
offers additional bypass area and allows faster running of the Packer.
1. Remove the Tube Guide of the Packer from the Packer’s Top Slip Support.
2. Install the O-Ring (11) onto the Stabilizer Bar (10).
3. Install the Tension Sub (7) into the Stabilizer Bar (10).
4. Install the Stabilizer Bar (10) into the Packer Top Sub. Align the Shear Pin holes. The
Shear Pins are located in a cloth bag that is attached to the Packer. Install the Shear
Pins.
5. Make up the Jam Nut (9) onto the Stabilizer Bar (10) until it shoulders against the Packer
Top Sub.
6. Install the Set Screws (8).
7. Install the Tube Guide of the Packer into the Packer’s Top Slip Support.
8. Install the Guide Bushing (1) into the Setting Sleeve (5). Align the Set Screw hole and
install the Set Screw (2).
9. Slide the Setting Sleeve (5) over the lower end of the Setting Gun. Expose the end of
the Setting Gun.
10. Make up the Sleeve Bushing (4) onto the Setting Gun and install the Set Screw (3).
11. Make up the Tension Sub (7) onto the Setting Gun and install the Set Screw (6).
12. Screw the Setting Sleeve (5) down until it shoulders against the Tube Guide of the
Packer.

© Halliburton 2007
ADPT KIT SET WD BAK 20 X 3.250
TYPE SPEC RELEASE REVISION

MAXIMUM OD 5.67
USED WITH 212AWD70700-A
212AWD70700-B
212BWD70700-A
212BWD70700-B
SETTING TOOL #20 BAKER
PACKER BORE 3.25
(ULESS SPECIFIED/DIM-INCHES, PRES-PSI, WEIGHT-LBS, TEMP-DEG F)
NOTE: VALUES OF PRESSURE, FORCE AND OPERATING DEPTHS PRESENTED ABOVE ARE
BASED UPON EMPIRICAL DATA AND THEORETICAL CALCULATIONS. THESE VALUES WILL
VARY WITHIN ACCEPTED ENGINEERING LIMITS DUE TO VARIATION IN MATERIAL
STRENGTH, DIMENSIONAL TOLERANCES AND ACTUAL INSTALLED CONDITIONS.
COMPONENTS (SEE DRAWING 241 AO 195)
FIND NAME QTY ITEM NUMBER

1 GID BUSH ADPT KIT 1.00 241 A 413
2 SCR SOC SET FLAT PT 3/8-16X3/4 NY S 1.00 412 SS 449
3 SCR SOC SET FLAT PT 1/4 -20X3/16 STL 1.00 412 SS 450
4 SLV BUSH 1.00 241 A 30
5 SLV SET ADPT KIT 5-6 AC 1.00 241 A 502
6 SCR SOC SET FLAT PT 1/4-20X1/4 STL 1.00 412 SS 437
7 TENS SUB ADPT KIT 2-6 AC 1.66 API-N 1.00 241 A 11
8 SCR SOC SET CUP PT 3/8-24X3/8 S 4.00 411 SS 123
9 JAM NUT 4 3/8-6 AC 1.00 241 A 325
10 STAB BAR ADPT KIT 4 3/8-6 AC BOX 1.00 241 A 549
11 O-RING 3.270 X 2.850 1.00 91 Q 1336-S
801 ES-MM-10
802 ES-C-38
END

© Halliburton 2007
Typical Setting Adaptor Kit for “AWD” Type Packer
(Fig.7.4.2)
1
2
3
4
5
8
9
10
11
ALL POINTS BULLETIN

© Halliburton 2007
PT02492
DATE: March 13, 1992
TO: All Domestic Locations

International Locations
Director of Quality
Training Schools
FROM: Paul Terry
SUBJECT: Permanent Packer Setting Pins
It appears that an increase in the setting force being transmitted to the mandrel, slips and elements
of the large size Perma-Series® packers may enhance their performance. Therefore the setting
pins for the 5-1/2” through 9-5/8” Perma-Series® product line will be changed to a higher shear
value while the quality of pins utilized will remain the same.
Since the new pins are identical in size and appearance to the original pins, the new pins will be
sprayed with red paint and the original pins will continue to be sprayed with yellow paint. Part
numbers and nominal shear values will be as follows:
‘Yellow’ Nominal ‘Red’ Nominal

Original Shear Value Replacement Shear Value
Part Number and Range Part Number and Range
212W2505 5950 lbs + 5% 212W7600 7600 lbs + 5%

202W2509 5950 lbs + 5% 212W7601 7600 lbs + 5%
It is necessary to continue to stock the original ‘yellow’ pins because these will continue to be used
in the 5” and smaller Perma-Series® packers and in other packer accessory equipment.
Note that special attention should be given to applications where hydraulic setting tools and
the ‘red’ shear pins are utilized since the shear off pressure will increase.
If you have any questions concerning any application which may be affected by this change please
do not hesitate to contact Product Development. Please insure all commodity personnel are made
aware of this pending change.

© Halliburton 2007
7.5 RUNNING AND SETTING THE PACKER (ELECTRIC LINE)
Once the packer and setting tool have been made up, the assembly is now ready to be picked up
and run into the well. The following guidelines are suggested to facilitate a smooth, successful run.
A. Before picking up packer
1. Measure the distance from the center of the electric line collar locator to the top of
the packer and record. This distance is added to electric line depth to determine
depth to the top of the packer before setting.
2. Measure the distance from the center of the electric line collar locator to the bottom
of the packer assembly and record. This information may be important if downhole
problems arise.
3. Re-check setting kit making sure all set screws are tight.
4. Remove all paper wrapping and tape which may be on the packer assembly. This is
especially important if the well will be gas lifted. Paper and tape washed off in the
well may plug gas lift ports causing the customer additional expense.
5. Have all part numbers, serial numbers, ODs, IDs, and lengths of packer assembly
recorded.
B. Picking-up packer
1. As packer is being picked-up, do not let it “bang” into the V-door ramp, sub-structure,
etc.
2. If a long packer assembly is being run, an additional hoist line from the rig should be
used. This line should be tied to the packer assembly near the mid-weight point.
Never tie onto the packer! Coordinate the electric line and rig lift line keeping the
packer assembly as straight as possible. Once the packer assembly has been
picked up to a vertical position, the rig hoist line should be removed.
C. Running the packer
1. As the packer assembly is slowly lowered into the well, inspect the packer assembly
for any damage which may have occurred during pick-up. On the packer itself, check
the upper and lower wedge and the top slip carried to make sure they have not
sheared. This can simply be done by trying to spin them on the packer mandrel. If
any of these three pieces spin or move on the mandrel, DO NOT RUN THE
PACKER. The packer will have to be re-pinned. Also, check elements and back-up
shoes for any damage.
2. Guide the packer assembly as it is slowly passing through the BOP’s.
3. If the well is full of fluid, once the packer assembly is through the BOP stack and into
the well casing, running speed may be increased as conditions allow.

© Halliburton 2007
4. If the well is NOT full of fluid, the packer assembly should be run into the hole slowly
until fluid level is reached. Running speed may then be increased as conditions
allow.
5. The speed at which a packer assembly is run into the well is determined by well
conditions. Under ideal conditions, packer running speed may be 200 feet per
minute or more (250 feet per minute maximum recommended running speed).
Conditions such as heavy mud in the well, deviations, doglegs, liner tops, or a plug in
the packer assembly require a much slower running speed. When approaching
possible trouble spots, speed should be reduced to 30 feet per minute or less.
6. Do not attempt to “spud” through tight spots or liner tops. This may cause the packer
to prematurely set.
D. Setting the packer
1. Once correct depth has been established, the packer is ready to set. Before setting,
be sure that the company representative, electric line operator, and you all agree the
packer is “on depth”.
2. The setting tool is activated by a signal from the electric line unit. During the setting
and shearing sequence, a loss of weight will normally be shown on the weight
indicator. The time span between the setting signal and the weight loss which
indicates the setting tool has stroked and the packer has been set will vary
depending on the speed of the powder burn and the setting tool stroke length
required to shear out of the packer. This time span may vary from a few seconds to
several minutes. Once this indication has been observed, wait at least one minute
before moving electric line cable. Slower burning powder charges are recommended
for a more uniform and complete packer setting.
3. Discuss the following options with the company representative pertaining to setting tool
movement after the packer is set.
a. Slack-off electric line to check for weight loss indicating packer is set. Then
pick up off of the packer and POOH with electric line.
b. Slowly pick up off of the packer for a few feet. Then slowly set back down on
top of packer checking for weight loss. Pick up off packer and POOH with
electric line.
c. Pick up off of the packer and POOH with the electric line.
4. As the setting tool is pulled out of the well, visually inspect the setting adapter kit to
make sure it is intact and nothing has been left in the well. If part of the setting adapter
kit has been left in the well, notify the company representative immediately and discuss
fishing procedures.
5. After setting tool has been lowered to the work area, allow the electric line service
man to “bleed-off” the trapped explosive pressure in the setting tool before detaching
setting adapter kit. You are responsible for the return of the setting kit.

© Halliburton 2007
7.6 HYDRAULIC SETTING TOOLS FOR PERMA-SERIES PACKERS (PRODUCT LINE 241)
The Halliburton Hydraulic setting tools are used to set AWB, BWB, AWD, and BWD type Perma-
Series Packers. There are four basic types of hydraulic setting tools available:
Type ‘BO’ hydraulic setting tool with Baker #20 wireline connections.
Type ‘BT’ hydraulic setting tool with connection for seal unit for backside pressure test.
Type ‘HS’ hydraulic setting tool.
Type ‘HHS’ hydraulic setting tool for heavy hang weights.
In this section, we will discuss the type ‘BO’ and ‘HS’ hydraulic setting tools.
A. ‘BO’ hydraulic setting tool with Baker #20 wireline connections
This type of ‘BO’ hydraulic setting tool is designed to be used in conjunction with an adapter kit to
set the packer. The ‘BO’ hydraulic setting tool is attached to the packer using the adapter kit in
the same manner as attaching the packer to an electric line setting tool. This hydraulic setting
tool is generally used when a wireline set packer job is changed to be run on tubing. This type
of hydraulic setting tool DOES NOT allow for a pressure test on the packer after the packer has
been set.
B. Design principle (components are identified in Fig. 7.6.1)
When properly attached and at setting depth, the ball (16) is dropped down the tubing string
to seat in the catcher (12). Pressure is applied down the tubing string against the ball (16) and
catcher (12) and enters the tool through ports (17 and 18) in mandrel (5). The piston (9) and the
sub adapter (11) exert a downward force on the packer OD through the setting sleeve of the
adapter kit. An upward force is being exerted at the same time on the packer mandrel by the
shear pins in the tension sub. With sufficient pressure, the shear pins in the tension sub are
sheared releasing the setting tool from the packer. Continued pressure increase will then shear
the pins (14) allowing the ball (16) and catcher (12) to move downward exposing drain ports to
prevent having to pull a wet string.
NOTE: The pressure required to set the packer using a hydraulic setting tool depends on the
amount of piston surface in the setting tool and shear pin value. This pressure required to shear
the ball and seat is also a factor of the ball and seat’s surface area and pin value. Information
regarding piston area for various hydraulic setting tools can be found on Engineering Data
Sheets (EDS) from the AMS system.

© Halliburton 2007
C. Running a packer assembly using ‘BO’ hydraulic setting tool. (Suggested general procedure)
1. Attach ‘BO’ Hydraulic setting tool to packer in same manner as if using a wireline setting
tool.
2. Make-up setting tool-packer assembly onto work string.
NOTE: A 4 foot or 6 foot pup joint with crossover to work string if necessary made up in the
top of the hydraulic setting tool will facilitate this step. The pup joint can be latched into the
elevators and the assembly picked up and lowered slowly into the well. Slips can then be
set on the pup joint, the elevator released and work string made up into the pup joint.
3. Slowly lower assembly through the BOP stack while inspecting the assembly for any
damage that may have occurred during pick-up.
4. Once through the BOP stack, running speed can then be adjusted as conditions permit.
Normally, a ‘BO’ type hydraulic setting tool is used because some condition(s) prevent the
packer assembly from being run on electric line. Therefore, running speed should be much
slower than if running on electric line. There is no set recommendation or formula to
determine running speed.
5. If the well is NOT full of fluid, the packer assembly should be run into the hole slowly until
fluid level is reached. Running speed may then be increased as conditions allow.
6. As the assembly is lowered into the well, a drift bar (or rabbit) should be dropped through
each joint or stand of the work string to ensure there are no obstruction upon which the
setting ball may hang. Pipe dope should be used sparingly on the pin end when connections
are made up. Too much pipe dope in the ID of the work string may stop the setting ball from
falling.
CAUTION: The packer assembly is attached to the setting tool by means of the setting
shear pins only. Any quick “jerking” or stopping of the work string may possibly weaken the
setting shear pins resulting in an inadequate packer setting force. When running a stand in
the hole, instruct the driller to slowly stop the travelling block using his hand brake, set the
slips, and then lower the travelling block so the elevators may be released. Do not allow the
work string to be stopped using the slips. After a stand has been made-up, instruct the
driller to slowly raise the elevators to engage and raise the work string, pull the slips then
slowly lower the work string into the well.
7. When packer setting depth is reached, drop the ball and allow to fall and seat in the catcher.
8. Apply pressure to the tubing string slowly in 300-500 psi increments pausing between each
increment until the ball and seat shear. Record shear pressure for future reference if
needed.
9. The packer should be set and the setting tool released from the packer. Pull out of hole with
work string.
10. When setting tool and adapter kit is pulled out of the well, inspect immediately making sure
all parts are intact.
BASIC DESIGN AND MAINTENANCE INSTRUCTIONS

© Halliburton 2007
Halliburton ‘BO’ Hydraulic Setting Tool
DESIGN OVERVIEW
This Halliburton ‘BO’ Hydraulic Setting Tool is deigned to be used in conjunction with an
Adapter Kit to set a Otis® ‘WB’ Packer. When properly attached and at setting depth, the
Ball is dropped down when Tubing String to seat in the Catcher. Pressure is applied down
the Tubing String against the Ball and Catcher. The piston exerts a downward force on the
Packer OD through the Adapter Sub. An upward force is being exerted at the same time on
the Packer Mandrel by the Shear Pins in the Tension Sub. The Catcher is designed to
release at 3400 psi to allow circulation when the Packer is set. When the Catcher has
released, the Packer should be set and the Setting Tool released from the Packer.
DESIGN PRINCIPLE
The Hydraulic Setting Tool includes a Top Sub, Cylinder, Mandrel, Piston, Ball, Catcher and
Adapter Sub. Pressure shears the Shear Pins causing the Piston to move down. The Ball
seals against the Catcher until sufficient pressure shears the Pins causing the Catcher to
move down.
DISASSEMBLY INSTRUCTIONS
Components are identified on the Engineering Data Sheet Drawing 241BO7003.
1. Place the Assembly in a vice with the jaws gripping on the Piston (9).
2. Hold a back-up on the Cylinder (4) and remove the Top Sub (1) from the Cylinder, then
place a back-up on the Bottom Sub (15) and remove the Top Sub from the Mandrel (5).
3. Remove the Adapter Sub (11) from the Piston (9) and slide it off the lower end of the
Mandrel (5).
4. Hold a back-up on the lower end of the Mandrel (5) just above the Threads, then remove the
Bottom Sub (15) from the lower end of the Mandrel.
5. Remove the Catcher Sub (12) and the Ball (16) from the Mandrel (5).
6. Remove the sheared portions of the Pins (if present) (14) from the Catcher Sub (12) and the
Mandrel (5).
7. Remove the Seal Ring (10) from the Mandrel (5).
8. Remove the Mandrel (5) from the lower end of the Piston (9).
9. Remove the Cylinder (4) from the Piston (9).
10. Remove and discard the O-Rings.
11. Clean and inspect all the parts for wear and/or damage.

© Halliburton 2007
REASSEMBLY INSTRUCTIONS
1. Replace all the new O-Rings and Pins to their respective places.
2. Place the Piston (9) in the vice gripping on the OD of the threaded end.
3. Slide the Seal Ring (10) onto the lower end of the Mandrel (5).
4. Insert the Catcher Sub (12) into the lower end of the Mandrel (5) and align the Pin Holes.
5. Install the Pins (14).
6. Insert the Mandrel (5) with its associated parts into the Piston (9) through the lower end.
7. Place the Cylinder (4) over the upper end of the Mandrel (5) and the Piston (9).
8. Align the Pin Holes in the Cylinder (4) and the Piston (9) and install the Pin (6).
9. Hold a back-up on the lower end of the Mandrel (5) and make up the Top Sub (1) onto the
Mandrel and into the Cylinder (4).
10. Hold a back-up on the lower end of the Mandrel (5) and make up the Bottom Sub (15).
11. Hold a back-up on the Piston (9) and make up the Adapter Sub (11) into the Piston.
12. The Ball (16) should be protectively packaged and taped or tied securely to the Tool.

© Halliburton 2007
5/9/2006
EQUIPMENT MATERIAL NO. 101012138
SET TL 2 7/8 API-EU
PART NUMBER: 241BO7003

TYPE SPEC RELEASE ECN225439

MAXIMUM OD 3.800 inches
MINIMUM ID .625 inches
TOP THREAD 2 7/8 API-EU
BOTTOM THREAD 2-6 ACME
LENGTH 35.80 inches
PISTON AREA 11.00 SQ IN
SETTING PRESSURE 3400 psi
SERVICE STD
(END)
(Unless specified, Dim-inches, pres-psi, weight-lbs, temp-deg F)
NOTE: Values of pressure, force and operating depths presented above are based upon empirical data and theoretical calculations.
These values will vary within accepted engineering limits due to variations in material strength, dimensional tolerances and actual
installed conditions.
NOTE: Halliburton makes no warranty, either expressed or implied, as to the accuracy of the data or of any calculation or opinion
expressed herein. Halliburton, Dallas, Texas, U.S.A.
COMPONENTS (SEE Fig. 7.6.1)

1 SUB TOP HYD SET TL 2 7/8 API-EU 1.00 241 B 7006
2 O-RING 3.520 X 3.100 x .210 2.00 91 QV 1338-H
3 O-RING 2.145 X 1.725 3.00 91 QV 1327-H
4 CYL HYD SET TL 3 5/8-10 UNS 1.00 241 B 7003
5 MDL HYD SET TL 1 3/4-10 UNS P-P 1.00 241 B 7005
6 PIN DRIV-LOK A 3/16X3/8 B1112 6.00 410 PD 287
7 O-RING 2.895 X 2.475 1.00 91 QV 1333-H
8 O-RING 3.375 X 3.000 1.00 91 QV 1337-H
9 PSTN 1.00 241 B 7007
10 SEAL RING 3.366 X 1.804 X 1.02 1.00 241 B 7001
11 SUB ADPT 3 1/2-8 UN 3 1/2-6 AC 1.00 241 B 7008
12 CTCH SUB 1.00 241 B 7002
13 O-RING 1.262 X .984 1.00 91 QV 1214-H
14 PINM DRIV-LOK A 1/4 X 3/8 HARD BRS 2.00 410 PD 240
15 SUB B 1 3/4-10 UNS X 2-6 AC 1.00 241 B 7004
16 BL 3/4 440-C GRADE 200 1.00 93 B 33
801 ES-MM-10
802 ES-C-38

© Halliburton 2007
Type “BO” Hydraulic Setting Tool with Baker #20 Wireline Connections
(Fig. 7. 6. 1)
2
17 3
6
7
18
9 8
10
11
16
12 13
14
15

© Halliburton 2007
Type BO Hydraulic Setting Tool with Stabilizing Bar
Setting Ball & Seat
Tension Sub
Setting Sleeve
AWB Packer

© Halliburton 2007
Otis® ‘HS’ Hydraulic Setting Tool
DESIGN PRINCIPLE
The Hydraulic Setting Tool is designed to run and set Permanent Packers (special
modification is required). This Hydraulic Setting Tool requires the use of a Hydraulic Tube
Guide that is listed on the DSD of the applicable Packers.
DESIGN OVERVIEW
The Setting Tool is attached to the Packer by the Lugs and Shear Pins on the Setting Tool.
When the desired setting location is reached, the Ball is dropped to plug the Ball-Seat and
the Pressure is applied down the Tubing. At approximately 1000 psi, the Initial Pins in the
Cylinder are sheared allowing the Piston to move down to contact the Collet Support. The
Collet Support then moves down, unsupporting the Collet. Before the Collet is unsupported,
however, the Collet and Lugs lock the Tube Guide in place until the setting action begins.
This locking feature prevents the Top Slip Support from hanging up and eliminates presets
from the Tube Guide. The force from the Piston is transferred through the Collet Support to
the Tube Guide on the Packer. The downward force sets the Upper Slip, shears the Pins in
the Top Wedge, sets the Element package, shears the Pins in the Lower Wedge and sets
the Lower Slip. When the setting force reaches the value of the Shear Pins (see chart for
values), they shear, allowing the Piston to travel down until it bottoms on the Inner Mandrel.
At this point, a Backside Pressure Test may be performed. After the Backside Pressure
Test, the Ball-Seat may be sheared by shearing the Shear Pins in the Top Sub (see chart).
This enables the Tubing String to drain through the Bypass Holes in the Top Sub as the
Tubing is retrieved. An upward pull will release the Setting Tool from the Packer.
Qty of PSI To Shear PSI To Shear

Pins Det #3 In Top Sub Out of Packer
5950 Lb Pin 5950 Lb Pin 7600 Lb Pin

(Yellow Pin) (Yellow Pin) (Red Pin)
* * *
3 3650 ---- ----

4 4850 ---- 2950
5 6100 2900 3700
6 7300 3500 4450
7 ---- 4050 5200
8 ---- 4650 5900
* The above values are based on nominal values under controlled conditions. Factors such
as the condition of the Tool, or the Downhole environment, can alter these values.

© Halliburton 2007
ASSEMBLY OF THE ‘HS’ HYDRAULIC SETTING TOOL TO THE ‘WD’ PACKER
1. Remove the Standard Tube Guide from the Packer and obtain the correct “Hydraulic
Tube Guide” listed on the Packer’s Design Data Sheet.
2. Remove the Shear Screws (11) from the Setting Tool.
3. Slide the Collet (14), the Lugs (15), the Springs (16) and the Spiral Pins (17) as a group
down until the Lugs are sitting on the External Mandrel and not on the Inner Mandrel.
4. Place the Hydraulic Tube Guide over the Lugs (15) until the groove at the up end aligns
with the Lugs. Place a Punch thru the hole in the Tube and into the blind hole in the
Collet (14) to hold the alignment while moving the Collet, the Lugs, the Springs (16) and
the Spiral Pins (17) and the Tube Guide until the Collet Latch into the groove on the
Inner Mandrel (10).
5. Align the Shear Screw holes in the Collet Support (13) with the holes in the Inner
Mandrel (10) and install the Shear Screws (11).
6. Insert the Hydraulic Setting Tool into the Packer and make up the Tube Guide until the
groove bottoms on the Lugs and the holes in the Stabilizer Bar (21). Align with the holes
in the Top Sub of the Packer.
7. Install the Shear Pins (22) as required thru the slot in the Hydraulic Tube Guide and into
the holes in the Top Sub of the Packer and the Stabilizer Bar (21). (Rotation of the Guide
is required to install all of the Pins.)
8. Using the existing 3/16” holes in the Down End of the Hydraulic Tube Guide, drill two
3/16” holes .10/.15 deep into the Threads in the Top Slip Support of the Packer. Install
two 3/16” Driv-Lok Pins or use available plain Carbon Steel Shear Stock. Cut or grind
the Pins flush with the OD of the Packer if necessary and then stack the Pins in place.
NOTE: It is recommended that the Hydraulic Setting Tool installation and drilling of the 3/16”
holes be performed prior to delivery of the equipment to the Well site.

© Halliburton 2007
DISASSEMBLY INSTRUCTIONS
Components are identified on the Engineering Data Sheet Drawing 241HS7000.
1. Place the Setting Tool in a vice, gripping on the Cylinder (6).
2. Remove the Stabilizer Bar (21) from the Mandrel Extension (18).
3. Remove the Socket Screws (19) from the Jam Nut (20) and remove the Jam Nut.
4. Slide the Support Collet (13) forward to expose the arms of the Collet (14).
5. Remove the Collet (14) by pulling it down over the Mandrel Extension (18).
CAUTION: The Lugs (15) and Springs (16) will fall out of the Collet once it is removed.
6. Remove the Spiral Pins (17) from the Collet (14).
7. Remove the Support Collet (13) and remove the sheared portions of the Shear Screws
(11).
8. With a Back-Up on the Inner Mandrel (10), remove the Mandrel Extension (18).
9. Remove the Inner Mandrel (10) from the Top Sub (1).
10. Remove the Piston (9).
11. Remove the Socket Screw (5) and remove the Top Sub (1).
12. Remove the Valve (4) and the Ball (24) from inside the Top Sub (1).
13. Remove and discard all of the old O-Rings.
14. Remove the sheared portions of the Shear Screws from the Cylinder (6).
15. Remove the sheared portions of the Driv-Lok Pins (3) and the Shear Pins (22).
16. Clean and inspect all of the parts for wear or damage. The communication ports in the
Top Sub (1) should be checked to ensure they are clear of obstruction. Use a piece of
wireline or shear stock. Pack the ports with grease.

© Halliburton 2007
REASSEMBLY INSTRUCTIONS
1. Install new O-Rings (7 & 8) onto the Piston (9).
2. Grease the ID of the Cylinder (6) liberally and then install the Piston (9) into the Cylinder,
tapping lightly with a Brass Bar if needed. (USE CAUTION TO AVOID DAMAGING THE
FINISH INSIDE THE CYLINDER.)
3. Align the Shear Screw holes in the Piston (9) with those in the Cylinder (6) and install the
Shear Screws (11).
4. Install new O-Rings (2) on the Valve (4) and install the Valve into the Top Sub (1).
Liberally grease ID of the Top Sub before installing the Valve. Install the Driv-Lok Pins
(3). Check the depth from the top of the Pins to the OD of the Top Sub to the dimension
called out on the Assembly print to ensure the Pin is installed properly.
5. Install new O-Rigs (7 & 8) onto the Top Sub (1).
NOTE: The communication ports in the Top Sub (1) should be clear and free of
obstruction, then packed with grease. See Step 16 of Disassembly Instructions.
6. Make up the Top Sub (1) into the Cylinder (6) and install the Socket Screw (5).
7. Grease OD of the Inner Mandrel (10) and make up with the Top Sub (1).
8. Install new O-Rings (12) onto the Mandrel Extension (18).
9. Make up the Mandrel Extension (18) into the Inner Mandrel (10).
NOTE: The End of the Mandrel Extension (18) with the raised OD behind the Threads is
the Up End.
10. Slide the Support Collet (13) over the Mandrel Extension (18) and onto the Inner Mandrel
(10).
11. Install the Spiral Pins (17) into the Collet (14).
12. Place each of the Lugs (15) with a Spring (16) inside the Collet (14).
13. Slide the Collet (14) onto the Mandrel Extension (18).
NOTE: It may be necessary to use heavy grease on the Lugs during installation.
14. Make up the Jam Nut (20) and install the Socket Screws (19).
15. Install the O-Rings (23) onto the Stabilizer Bar (21) and make up the Stabilizer Bar onto
the Mandrel Extension (18).
16. Remove the Tube Guide (a special Tube Guide is required) from the Packer and install it
over the Stabilizer Bar (21) and onto the Collet (14).

© Halliburton 2007
17. Using the holes provided, align the groove in the Hydraulic Tube Guide over the Lugs
(15) in the Collet (14). Then, using a punch to keep the parts aligned, move them up
over the Inner Mandrel (10) until the Collet fingers snap into the groove provided.
18. Align the holes in the Support Collet (13) with the holes in the Inner Mandrel (10) and
install the Shear Screws (11).
19. The Assembly is now ready to pin to the Packer by making up the Hydraulic Tube Guide
and installing the Shear Pins (22) through the slot in the Tube Guide.
NOTE: Adjust the Jam Nut such that the Packer Setting Pin holes align properly.
COMPONENTS

1 SUB TOP HYD SET TL 4 3/4-8 AC 7 23- 1.00 241 A 528
2 O-RING 2.512 X 2.234 HALCO 600. 4.00 91 QV 1228-H
3 PIN DRIV-LOK .31 X 1.0 4.00 212 W 2505
4 V HYD SET TL 1.00 241 A 529
5 SCR SOC SET CUP PT 3/8-16X5/16 ALY 4.00 410 SS 152
6 CYL HYD SET TL 4 3/4-8 AC BOX 1.00 241 A 530
7 O-RING 4.395 x 3.975 4.00 91 QV 1345-H
8 O-RING 2.895 X 2.475 4.00 91 QV 1333-H
9 PSTN HYD SET TL 1.00 241 A 531
10 MDL INR HYD SET TL 2 7/16-8 AC 7 23 1.00 241 A 532
11 SHR SCR 3/8-24UNF X .38 MILD STL 5.00 12 S 7110
12 O-RING 2.520 X 2.100 4.00 91 QV 1330-H
13 SUP COL HYD SET TL 7 23-35 1.00 241 A 533
14 COL HYD SET TL 7 23-35 X 3.25 1.00 241 A 534
15 LUG HYD SET TL 7 23-25 4.00 241 A 536
16 SPG 4.00 90 C 1716
17 PIN SPRL 1/8 X 1 S 4.00 92 R 2
18 EXTN MDL HYD SET TL 2 3/4-6 AC 7 23 1.00 241 A 537
19 SCR SOC SET CUP PT 3/8-24X3/8 S 4.00 411 SS 123
20 JAM NUT 4 3/8-6 AC 1.00 241 A 325
21 STAB BAR HYD SET TL 4 3/8-6 AC 1.00 241 A 535
22 PIN DRIV-LOK .31 X 1.0 6.00 212 W 2505
23 O-RING 3.270 X 2.850 2.00 91 QV 1336-H
24 BL 1 7/8 BRS 1.00 93 B 65
801 ES-MM-10
802 ES-C-38
END

© Halliburton 2007
5/10/2006
EQUIPMENT MATERIAL NO.: 101054293
HYD SET TL 2 7/8 API-EU X 3.250
PART NUMBER: 241HS7000

MAXIMUM OD 5.400 inch

MINIMUM ID 1.75 inch
LENGTH 68.85 inch
TOP THREAD 2 7/8 API-EU
SERVICE STD
BURST PRESSURE (CALC) 14500psi
COLLAPSE PRESSURE (CALC) 13000psi
TENSILE STRENGTH, CALC/1000 71.5 pound
SHEAR VALUE PER SCREW, LBS FORCE 4500 pound
SHEAR VALUE PER PIN, LBS/FORCE 5950 pound
START SETTING PRESSURE 1300psi
PISTON AREA 10.29
HOLES AVAILABLE FOR SCREWS 4
TEST PRESSURE 400psi
SPECIAL FEATURE TUBE GUIDE MOD. REQUIRED
TEST FIXTURE 101095453 (81 T 9256)
101089441 (81 T 1049)
101010052 (410 SS 131) (6)
MATING PACKER 212AWD70700
TENSILE STRENGTH, CALC/1000 71.5 (WITH.5 S.F.)
START SETTING PRESSURE 1300psi (3 SCREWS)
SEAT AREA 4.91 inch
HOLES AVAILABLE FOR SHEAR PINS 8
MINIMUM SETTING PRESSURE 3500psi
PRESSURE TO OPEN VALVE (PSI) 4850psi (4 PINS)

© Halliburton 2007
241HS7000 Hydraulic Setting Tool
1
24 2
3
4
10
11
14 12
15 13
16
17
18
19
20
21
22
23

© Halliburton 2007
Type HS Hydraulic Setting Tool Attached to Packer
Setting Ball and Seat
Locking Dogs
Tube Guide
Shear Sleeve
Locator
Stabilizer Bar
Seal Assembly
AWD Packer
AWD Packer

© Halliburton 2007
Type ‘AWB’ Permanent Packer
DESIGN OVERVIEW
The Otis Type ‘AWB’ Packer is a permanent drillable Packer that is wireline set in well
casing to divert casing to tubing flow. The Top Sub is designed with a J-Lug arrangement
that allows installation of a Retrievable Sealing Plug, a J-Slot Seal Unit, or a Straight Slot
Seal Unit. It has double Internal Slips that are designed to guard against presetting the
Packer while running it downhole, prevent movement of the Packer due to pressure
differentials from above or below, and to keep the Mandrel from rotating during milling
operations. The Bottom Slip Carrier is a bevelled guide and will accept an expendable plug.
DESIGN PRINCIPLE
The Type ‘AWB’ Packer is attached to a wireline pressure operated Setting Tool thru the use
of an Adapter Kit. When the Packer is lowered into the well to setting depth, the Setting Tool
is activated. The Setting Sleeve pushes against the Top Slip Support and the Tension Sub
pulls up on the Top Sub, Mandrel, and the Bottom Slip Support of the Packer. The Top Slip
Support is held stationary. This up movement shears the Pins in the Top Slip Support and
forces the Top Slip over the upper Wedge to engage the Casing Wall. The internal parts of
the Packer continue to move up, shearing the Pin in the upper wedge, compressing the
Elements, shearing the Pin in the Lower Wedge, and setting the Bottom Slip. When the
Packer is completely set, the Pins connecting the Tension Sub to the Top Sub shear,
releasing the Setting Tool and Adapter Kit from the Packer.

© Halliburton 2007
PKR 7 23-38 X 3.250

PART NUMBER: 212AWB70700-A
CASING SIZE 7
WEIGHT RANGE 23-38 pounds/foot
SEAL BORE ID-MIN 3.250 inch
LENGTH 36.75 inch
MATERIAL ALLOY
MATERIAL YIELD STRENGTH-MIN 80000PSI
ELEMENT MATERIAL NITRILE
ACCEPT STANDARD SEAL UNIT YES
TEMPERATURE RATING 40 TO 3250F
SERVICE H2S
MEETS REQUIREMENTS OF MR-01-75
PRESSURE RATING 8300psi
SHR STRENGTH TOP SUB (CALC/1000) 60.1 pound
DIM ‘A’ 7.97 inch
DIM ‘B’ 36.75 inch
DIM ‘C’ 4.85 inch
DIM ‘D’ 5.687 inch
DIM ‘E’ 3.748 inch
DIM ‘F’ 3.250 inch
DIM ‘G’ 15.90 inch
DIM ‘M’ .05 inch
DIM ‘N’ .04 inch
MILL DISTANCE, APPROXIMATE 23.34 inch
DRIFT GAUGE 101016924 (81 TO 353) INSPECT
GAGE RING 101016924 (241B7087)
EXPENDABLE PLUG-LUG TYPE 101015568 (212EPL32000)
J-LATCH SEAL PLUG 212 JP 7009
J-LATCH SEAL PLUG-ALLOY 101043412 (212JPN32500-A)
SETTING KIT F/#20 W/STAB BAR 101053876241 AO 147


© Halliburton 2007
212AWB70700-A Packer Dimension Drawing
F
B
E

© Halliburton 2007
Otis® ‘AWD’ Permanent Packer
DESIGN OVERVIEW
This Otis ® ‘AWD’ Packer is a Permanent Drillable Packer that is set by Wireline in the Well
Casing to divert Casing-to-Tubing flow. It is designed with a Guide that assists the
installation of a Seal Unit in deviated Wells. An Adapter Kit is available so that it can be set
with a pressure operated Setting Tool. A J-Lug arrangement is provided within the Top Sub
to allow a Standard Permanent Packer Seal Unit connection. It has double Internal Slips
that are designed to guard against presetting the Packer while running it downhole, prevent
movement of the Packer due to pressure differentials from above or below and to keep the
Mandrel from rotating during milling operations. The Bottom Slip Carrier is a bevelled guide
and will accept an expendable plug.
DESIGN PRINCIPLE
When the Setting Tool and Adapter Kit are used, the Sleeve of the Adapter Kit abuts the
Tube Guide of the Packer. The Tension Sub of the Setting Tool pulls up on the Top Sub,
Mandrel and Bottom Slip Support of the Packer. The Top Slip Support is held stationary.
This upward movement shears the Pins in the Top Slip Support and forces the Top Slip
outward over the upper Wedge to engage the Casing wall. The Internal Parts of the Packer
continue to move up shearing the Pins in the upper Wedge, compressing the Elements,
shearing the Pins in the lower Wedge and setting the Bottom Slip. When the Packer is
completely set, the Pins connecting the Tension Sub to the Top Sub shear, releasing the
Setting Tool and Adapter Kit from the Packer.
If pressure differential switches occur, after the Packer is set, the Internal Slips are designed
to inhibit movement of the Mandrel. The Lugs on the Top Slip Weldment and the Internal
Slips are designed to keep the Packer from rotating during milling operations.

© Halliburton 2007
PKR 7 23-38 X 3.250

PART NUMBER: 212AWD70700-A
CASING SIZE 7
WEIGHT RANGE 23-38 pounds/foot
SEAL BORE ID - MIN 3.250 Iinch
LENGTH 45.80 inch
MATERIAL ALLOY
MATERIAL YIELD STRENGTH – MIN 80000psi
ACCEPT STANDARD SEAL UNIT YES
TEMPERATURE RATING 40 TO 325 Deg.F
SERVICE H2S
MEETS REQUIREMENTS OF MR-01-75
PRESSURE RATING 8300psi
BURST PRESSURE (CALC) 10,100psi
SHR STRENGTH TOP SUB (CALC/1000) 60.1 pound
MILL DISTANCE, APPROXIMATE 32.64 inch
DRIFT GAUGE 101089073 (81 TO 353) INSPECT
GAGE RING 101016924 (241 B 7087)
EXPENDABLE PLUG-LUG TYPE 101015568 (212EPL32000)
J-LATCH SEAL PLUG-ALLOY 101043412 (212JPN32500-A)
J-LATCH SEAL PLUG 212 JP 7009
HYRDAULIC SETTING TOOL 100007051 (241 HS 7000)
HYDRAULIC TUBE GUIDE 100007051 (212 K 7265)
SETTING KIT F/#20 W/STAB BAR 101053878 (241 AO 196)

© Halliburton 2007
212AWD70700-A Packer Dimension Drawing
A
A
G C
F
E
B

© Halliburton 2007
Type ‘AWR’ Permanent Packer
DESIGN OVERVIEW
The Otis Type ‘AWR’ Packer is a permanent drillable Packer that is set by wireline in the well
casing to divert casing-to-tubing flow. An Adapter Kit is available so that it can be set with a
pressure operated Setting Tool. A Ratch-Latch® arrangement is provided within the Head to
allow Ratch-Latch® Packer Seal Unit connection. It has double Internal Slips that are
designed to guard against presetting the Packer while running it downhole, prevent
movement of the Packer due to pressure differentials from above or below and to keep the
Mandrel from rotating during milling operations. The Bottom Sub is a bevelled guide and will
accept an expendable plug.
DESIGN PRINCIPLE
The Type ‘AWR’ Packer is attached to a wireline pressure operated Setting Tool thru the use
of an Adapter Kit. When the Packer is lowered into the well to setting depth, the Setting Tool
is activated. The Setting Sleeve pushes against the Top Slip Support and the Tension Sub
pulls up on the Top Sub, Mandrel and the Bottom Sub of the Packer. The Top Slip Support
is held stationary. This upward movement shears the Pins in the Top Slip Support and
forces the Top Slip over the upper Wedge to engage the Casing Wall. The internal parts of
the Packer continue to move up, shearing the Pins in the upper wedge, compressing the
Elements, shearing the Pins in the Lower Wedge and setting the Bottom Slip. When the
Packer is completely set, the Pins connecting the Tension Sub to the Head shear, releasing
the Setting Tool and Adapter Kit from the Packer.

© Halliburton 2007
PKR 7 23-32 X 5.000 5.-6 RTH LTH
PART NUMBER: 212AWR70400-B
CASING SIZE 7
WEIGHT RANGE 23-32 pound/foot
SEAL BORE ID-MIN 5.000 inch
MATERIAL ALLOY
MATERIAL YIELD STRENGTH 125000psi
O-RING MATERIAL NITRILE
ACCEPT STANDARD SEAL UNIT NO
LATCH TYPE 5.250-6 RTH LTH LH
TEMPERATURE RATING 40 TO 325 Deg. F
SERVICE STD
PRESSURE RATING 6740; 5000psi
PRESSURE RATING REMARKS 6740 (26-32)
5000 (23)
COLLAPSE PRESSURE (CALC) 6740 WITH SEAL UNIT
REMARKS INSTALLED
TENSILE STRENGTH, CALC/1000 266.0 pound
GAGE RING 101016925 (241 B 7087)
ONE PIECE MANDREL NO
SETTING KIT F/#20 W/STAB BAR 101053893 (241 AO 261)
MATING RATCH-LATCH 101046733 (212RLN70400-B)
(212RLP70400-B)

© Halliburton 2007
212AWR70400-B Packer Dimension Drawing
A
C
B B
F
E

© Halliburton 2007
Title: PERMA-SERIES® Prepared by: David Speed Date: 5-15-2007
PERMANENT PACKER
Approved by: Glen Pitts Date: 6-06-2007
SIGNIFICANT PART NUMBERS
Scope:
This design standard documents the part numbering system for Perma-Series® Permanent
Packers. This document is controlled by the Packer Design Group in the Halliburton
Completion Tools PSL.
Technical Application:
This Standard provides a system for designating part numbers that describe the items’
basic characteristics and/or specification.
Perma-Series ® Permanent Packer Part Numbering System

212 A W B 70 7 0 0 – A
Product Line Mandrel Material and Service

A = L-80 H2S Service (ES-MA-18-9)
Bottom Sub Thread Profile B = P-125 Std. Service (ES-MA-18-5)
A = Blank f/Exp. Plug C = 9Cr CO2/H2S Service (ES-MA-2-7)
B =f/Seal Bore Ext. D = Nickel Alloy 925 H2S Service (ES-MA-67-2)
M = f/Mill out Ext. E = Nickel Alloy 718 H2S Service (ES-MA-46-2)
N = Extended Thd. Mdl. F = 13Cr 80MY CO2/H2S Service (ES-MA-58-7)
T = Tubing Thread G = 13Cr 105MY CO2/Std. Service (ES-MA-58-5)
H = 9Cr 110MY CO2/Std. Service (ES-MA-2-5)
J = 25Cr 85MY CO2/Std. Service (ES-MA-66-49)
Setting Method M = Nickel Alloy 825/925 (ES-MA-93-3/ES-MA-67-2)
H = Hydraulic P = P-110 Std. Service (ES-MA-18-4)
N = Non Mdl Movement S = 410 Stainless H2S Service (ES-MA-19-16)
W = Wireline Z = Miscellaneous Material
Sequence of Design
Element Type
Top Sub 0 = Nitrile Element w/Std. B/U's
B = Standard Lug 1 = Aflas® Elements w/Std. B/U's
C = Overshot Head 2 = Aflas®/Teflon®/Wire Mesh/1018
D = Scoop Head & Lug 3 = EPDM Elements W/1018 B/U's
G = Top Snap w/Std. W/L Guide 4 = HNBR w/Std. B/U's
H = HS Tool-Guide & Lug 5 = Fluorel w/Std. B/U's
J = Short Head Ratch-Latch® w/HS Guide
M =Top Snap w/ HS Guide Bore Size
N = Top Snap w/o Guide 0 = 2.375"
R = Ratch-Latch® 1 = 2.555"
S = Short Head Ratch-Latch® 2 = 2.750"
T = Short Head Ratch-Latch® w/Scoop Guide 3 = 3.000"
V = Top Snap w/VBA Style Head 4 = 4.000"
5 = 5.000"
6 = 6.000"
Casing Size 7 = 3.250"
40 = 4" 65 = 6 5/8" 8 = 4.500"
45 = 4 1/2" 70 = 7" 9 = Non-Standard
50 = 5" 75 = 7 5/8"
55 = 5 1/2" 85 = 8 5/8”
95 = 9 5/8”

© Halliburton 2007
Title: PERMA-SERIES® Prepared by: David Speed Date: 5-15-2007
PERMANENT PACKER
Approved by: Glen Pitts Date: 6-06-2007
SIGNIFICANT PART NUMBERS
Combinations of Bottom Subs, Setting Methods and Top Subs

AWB = Plain Bottom "WB"
AWD = Plain Bottom "WD"
BWB = Seal Bore Box Bottom Thread "WB"
BWD = Seal Bore Box Bottom Thread "WB" W/ Scoop Guide
M___ = Bottom Sub with Mill Out Extension Thread
N___ = Premium Threaded Extended Mandrel (No O-Ring)
T___ = Bottom Sub With Tubing Thread
___J = Short Head Ratch-Latch® W/"HS" Guide
___R = Ratch-Latch®
___S = Short Head Ratch-Latch®
___T = Short Head Ratch-Latch® W/Scoop Guide
Note: The list of examples shown above is not inclusive of all possible combinations.
PRINTED DOCUMENTS ARE

UNCONTROLLED
D00285554 A
DOCUMENT NUMBER REV.
PERMA-SERIES® PERMANENT PACKER PART NUMBERING SYSTEM (Cont.)

© Halliburton 2007
PERMA-SERIES® Packers with part numbers that have four numbers after the triple alpha
are non-standard designs that utilize PERMA-SERIES® parts. Their number series is read
as follows:
212 AWB 70 00 - A
Product Line Mat’1*
Sequence of Designs
(Not Indicating Compatibility)
Bottom Sub, Setting
Method, Top Sub Type Casing Size *
* Use Casing Size And Material Types From PERMA-SERIES® Permanent Packer
Part Numbering System.

© Halliburton 2007
Halliburton Perma-Series® Hydraulic Set Production Packers
Halliburton has been designing, manufacturing, and successfully installing hydraulic-set
packers since the early 1960’s.
In an effort to meet the needs of our customers and to utilise the latest in available
technology we are continuously upgrading our equipment. Although the basic concept of the
permanent packer has remained the same we are constantly looking for ways to improve our
performance, pressure ratings, and meet the challenges of new well conditions.
The hydraulic-set Perma-Series® range of production packers is our current offering in this
market segment and has enjoyed excellent success since its introduction. Halliburton
feels that this success is due to our core design philosophies, which emphasizes our
element sealing integrity and slip anchoring capabilities.
The concept for the Halliburton MHR Perma-Series® Production Packer as it exists today
was developed in 1986. This packer was an upgrade of the Halliburton HB Perma-Drill®
Packers
Overview
The Halliburton hydraulic-set Perma-Series® packer is a single-trip drillable production

version of the proven Perma-Series® packer. This packer along with the field-proven
Ratch-LatchTM sealing and anchoring system is one of the largest through bore production
packer systems on the market.
The Halliburton Perma-Series® hydraulic-set packers are ideally designed for, but are not
limited, to the following applications:
• deviated production/injection wells

• single-trip completions
• completions that require maximised tubing
Design
The design requirements of these applications are achieved using a system concept. The
Halliburton Perma-Series® hydraulic-set packer is the focal point of this system. The
packer can be supplied with various upper connections depending on well operating
conditions.
• tubing connections
• seal anchor/Ratch-LatchTM anchor
• metal-to-metal back-off sub
• integral retrievable upper polished bore receptacle and seal stinger

© Halliburton 2007
The base packer design includes a one-piece mandrel and an integral upper sealbore for anchoring
the Halliburton seal anchor/Ratch-Latch system. The packer is also designed such that the only
elastomeric seals are those associated with the packer setting piston and are located below the
®
packer sealing element. The piston of this packer has double o-ring grooves. An Aflas o-
ring with PEEK back-ups yields a premium seal for severe downhole environments; while a Viton
o-ring gives a low temperature seal for surface testing or when bottomhole temperatures are
reduced due to cold fluid injection. This gives a working temperature range of 40 to 325°F for the
packer.
Packer “Start to Set” Pins Setting Piston Seals
Internal Slip System Surface Test Pins Feature
Figure: Shows setting piston seals, surface test pins and “start-to-set” feature.
The design also features the ability to perform surface testing to maximum working pressure without
the risk of pre-setting the packer in the workshop or rig floor. This can be done by providing the
facility with surface test pins.
A thread is located in the bottom sub for attaching the mill-out extension or the customer's tailpipe.
Operation
The Halliburton MHR packer is a hydraulically-set packer. After locating a plugging device below
the packer, pressure is applied down the tubing string to a predetermined pressure. The hydraulic
pressure enters the setting mechanism via setting ports at the lower end of the packer. The
pressure acts against the piston to drive the lower slips up and over the lower wedge to engage the
casing wall. Continued movement compresses the elements to form a seal against the casing. As
the elements compress, the upper wedge is driven under the upper slips. Internal slips
mechanically hold the packer in the set position when fully set.

© Halliburton 2007
Recovery
Anti Rotation
The Halliburton MHR packer is a permanent
packer that is recovered by milling. The anti-
rotation lug is located at the top of the upper
slip to prevent component rotation during milling operations. The anti-rotation lug locks the mandrel
to the slips and facilitates a successful milling operation.
Core Features of a Packer
The Halliburton hydraulic-set Perma-Series range of production packers have been designed
around features that Halliburton believes core to designing reliable production packers:
• Sealing Integrity - covering factors influencing the sealing process such as elastomeric material
properties, back-up shoe geometry, compressive element geometry and extrusion gap between
casing ID and packer OD.
• Anchoring Capabilities - covering slip design, to maximise load distribution.
C-Ring Slip End Element Slip Cone
Element Back-Up System Center Element
Figure: Shows the slip and element systems used in the Halliburton hydraulic-set
Perma-Series® range of production packers.

© Halliburton 2007
Element System
A three-piece element system is used with a soft centre element (70 durometer nitrile) and hard end
elements (90 durometer nitrile). The harder end elements form against the packer mandrel and back-
up shoe to provide an extrusion barrier for the softer center element. Some competitors use a single
durometer or single-piece element package; but Halliburton’s experience shows that the
multidurometer packer elements seal more effectively in high and low pressure applications and are
more tolerant in situations where casing wear is evident in the packer setting area.
In single-piece packer element designs, the rubber is entirely dependent upon compressive forces to
create a seal. This design offers no mechanical advantages due to its geometric design. The three
elements on Halliburton packers are free to move independently. Their geometric design forces the
elements to compress between the casing and packer mandrel for a positive seal.
The element back up system is a two-piece metal shoe and shoe support. Both are manufactured to
close tolerances and are annealed to what is termed a "dead soft" condition. The inner shoe is yellow
brass and the outer shoe is AISI low yield carbon steel. The outer shoe serves as a support for the
inner shoe which, when fully deployed, forms against the casing wall. This provides a positive 360°
anti-extrusion back up for the element system. This arrangement has been used for several years on
Halliburton high temperature and high pressure packers
Halliburton takes pride in its ability to design and supply element packages that meet and exceed well
performance requirements. We can supply element packages to meet standard, severe and high
pressure and temperature environments with our ability to provide elastomer packages in Nitrile,
Hydrogenated Nitrile and Aflas®.
Figure: Shows finite element simulation of the Halliburton multi-durometer element packer being
set in casing.

© Halliburton 2007
Slip System
The hydraulic-set Perma-Series packer uses C-slips on the top and bottom. This slip was designed
and has been proven in conjunction with the Perma-Series® Wireline-Set Packers.
The C-ring slip offers advantages over

segmented slips in that it offers increased
contact area (nearly 360°); thereby
minimising packer/casing contact stress
risers and improving the packers load
capacities.
The C-slips are manufactured from low

yield AISI grade carbon steel to allow
easier milling, and are case-carburized to
provide a hard tooth surface to ensure a
Segmented C-Ring
bite into high yield strength casing.
The case-carburization process is a Figure: Shows the different stress contact

surface-hardening treatment which leaves points for segmented and full circle C-ring
the rest of the slip’s material in its original slips
condition (that being low yield carbon
steel). This is important since pressure reversals on cast ductile iron slips can cause crumbling.
Case-carburization also assures an evenly distributed hardness layer over the entire area rather than
at the tips of the teeth, as might be expected from an induction hardening process that is much more
difficult to control.
The packer slips also have the following features:
1. The slips are relieved (slotted) so they will segment or crack in the desired location when set.
2. Their low profile allows maximum clearance from the major OD of the packer to the slip OD.
3. They are secured to the slip carriers to hold them in place while running the packer downhole.
The slip carriers prevent possible presets of the packer, since the slips are not free to move
over the wedges until the setting sequence begins.

© Halliburton 2007
ENGINEERING BULLETIN NO.: 417-A
I. Permanent Packers (continued)
PERMA-SERIES® PERMANENT PACKER PART NUMBERING SYSTEM
212 M H R 7 0 0 0- A
Product Line Mandrel Material And Service

A = L-80 H2S Service (ES-MA-18-9)
B = P-125 Std Service (ES-MA-18-5)
Bottom Sub C = 9Cr CO2/H2S Service (ES-MA-2-7)
M = Millout Extension D = Incoloy® 925 H2S Service
T = Tubing Thread (ES-MA-67-2)
E = Inconel® 718 H2S Service (ES-MA-46)
F = 13Cr 80 MY CO2/Std Service
(ES-MA-58-7)
G = 13Cr 105 MY CO2/Std Service
Setting Method (ES-MA-58-5)
H = Hydraulic H = 9Cr 110 MY CO2/Std Service
(ES-MA-2-5)
Top Sub S = 410 Stnls H2S Service
R = RATCH-LATCH® (ES-MA-19-16)
S = Short Head Z = Miscellaneous Material
T = Tubing Thread
Sequence of Design
Casing Size
40 = 4.00 Inch 65 = 6 5/8Inch
45 = 4 1/2 Inch 70 = 7.00 Inch
50 = 5.00 Inch 75 = 7 5/8Inch
55 = 5 1/2 Inch 95 = 9 5/8Inch

© Halliburton 2007
Running the ‘MHR’ Packer.
Before running the packer
a. It is recommended that a gauge ring be run before running the packer. Any adverse
downhole condition should be corrected before attempting to run the packer.
b. Be sure all part numbers, serial numbers, OD’s, ID’s, and lengths of the packer
assembly have been recorded. A sketch showing the length, OD, and ID of the
assembly’s components may be invaluable if milling operations become necessary.
c. Measure and record the overall length of the packer assembly.
d. Check the assembly making sure all components have been made-up properly.
e. Check the packer assembly for damage which may have occurred during shipment.
2. Running the Packer
CAUTION: Since the ‘MHR’ Packer requires the tubing to be plugged below the packer and
pressure applied to the tubing in order to set the packer, a plugging device (catcher sub or
landing nipple) must be installed below the packer. To ensure a ball or a wireline plug will be
able to reach its “seating” area, all components above the “seating” area should be drifted
with the proper size drift bar. Drifting of the packer assembly should be done in the shop
before the assembly is shipped to location. The tubing should be drifted before it is made-up
to the string.
a. Remove all wrapping and tape which may be on the packer assembly.
b. After making-up the packer assembly to the tubing string, slowly lower it through the
B.O.P. As the packer assembly is lowered, check for any damage it may have
incurred as it was being picked-up to the rig floor or being made-up to the string.
c. Guide the packer assembly as it is slowly passing through the B.O.P.
d. If the well is full of fluid, once the packer assembly is through the B.O.P. stack and
into the well casing, running speed may be increased as conditions allow.
e. If the well is NOT full of fluid, the packer assembly should be run into the hole slowly
until fluid level is reached. Running speed may then be increased as conditions
allow.
f. Well conditions will determine the speed at which the packer assembly can be run.
There is no set recommendation or formula to determine running speed. One
common practice is to keep at least 95% of the hanging weight on the weight
indicator as the packer is lowered into the well. However, this is not fool-proof. If in
doubt, slow down.
g. Extreme caution should be used when the packer assembly is approaching a

potential trouble spot such as a liner top, an old set of perforations, dogleg., etc.

© Halliburton 2007
3. Setting the packer using a catcher sub.
a. When the packer has been run to a predetermined depth, a ball is dropped down the
tubing. The ball may be allowed to gravitate down or slowly circulated down to seat
in the catcher sub.
CAUTION: If the ball is circulated down, the circulation rate should be slowed down or
stopped before the anticipated arrival of the ball on the seat. Do not allow the ball to “slam”
into the seat. This may partially shear the shear pins in the catcher sub resulting in a lower
pump-out pressure.
b. Apply pressure to the tubing in 300-500 pound increments pausing 1-2 minutes
between each pressure increase to allow the packer to set uniformly.
c. When minimum setting pressure (as listed in the Design Specifications) is reached,
pause at lease 3-5 minutes to allow the packer to fully set.
Minimum setting pressure will fully set the packer without relying on tubing strength
or tension to complete the set.
d. Continue increasing the tubing pressure until the catcher sub shears. Record the
shear-out pressure for future reference if needed.
NOTE: The catcher sub should be pinned so its shear value will be greater than the
minimum setting pressure but less than the maximum setting pressure of the ‘MHR’
packer as listed in the Design Specifications.
e. Test packer as required.
4. Setting the packer using a wireline retrievable plug.
a. When the packer has been run to a pre-determined depth, a wireline plug capable of
holding pressure from above is set in a nipple below the ‘MHR’ packer. The plug
used must have a ‘Pressure from Above’ rating greater than the pressure to be
applied to the tubing.
b. Apply pressure to the tubing in 300-500 pound increments pouring 1-2 minutes
between each pressure increase to allow the packer to set uniformly. When setting
pressure (as listed in the Design specifications) is reached, hold the pressure for 3-5
minutes to allow the packer to fully set.
c. After packer has been set, SLOWLY bleed-off the tubing pressure to “0”.
d. Retrieve the wireline plug.
e. Test packer as required.
CAUTION: When a single trip wireline plug such as a test tool is used, notify the wireline
operator before the pressure is bled-off the tubing. The wireline operator should pull tension
on his line. The tubing pressure is then slowly bled to “0” and the plug retrieved. Bleeding
the tubing pressure too quickly may cause the wireline tools to be “blown up the hole”
resulting in a wireline fishing job or perhaps even milling the packer.

© Halliburton 2007
5. Releasing Ratch-Latch seal unit from the packer.
a. Pick-up 2,000-3,000 lbs. above tubing pick-up weight.
NOTE: After the packer has been set, the weight from the packer down must be subtracted
from original pick-up weight to determine tubing pick-up weight.
b. Rotate the tubing to the right until a weight loss is seen on the weight indicator.
c. Once released, the Ratch-Latch seal assembly may then be relatched or pulled with
the tubing.
SPECIAL APPLICATIONS
Setting Otis MHR PERMA-SERIES® Packers
Listed below are a few occasions in using the MHR PERMA-SERIES Packer where extra caution
should be used:
• When heavy tailpipe (i.e. TCP guns) loads and/or additional piston setting pins are to be
used. (See Troubleshooting – Example #1).
• When the MHR PERMA-SERIES Packer is used along with another packer or when used to
isolate a liner top.
• Some packer sizes, primarily those packers with small setting piston area and/or limited
setting pressures will require some downward mandrel movement allowance in order for the
packer to fully set. The setting piston and cylinder, being on the bottom of the packer, tends
to cause a downward pull/movement of the packer mandrel in the final setting stage. If in
doubt – call Product Development.
• In the case of using the MHR PERMA-SERIES Packer to sting into or pressure isolate a liner
top, not only should downward mandrel movement be considered, but also, the method of
plugging to set the packer should be considered. (See example 1)
• Make sure PBR seal assembly to PBR shear value is sufficient to set packer. A low shear
value at this point can result in packer/PBR assembly being expended from PBR seal
assembly before setting the packer.
• In the attached examples, ‘hand calcs’ are used to simplify explanations and provide a
means of possible solving a problem when required to do so on location.
• Always use the ‘Cyberstring’ tubing movement program for solving problems when possible
– greater accuracy.
Example 1

© Halliburton 2007
9 5/8” Casing
3 1/2" Drill Pipe, 2.688 ID
9 5/8” MHR Packer

LN 4.313” ID
7.38” Tie-back Seal Assy
9 5/8 X 7 Hanger, 7.38” ID

Tie-back Sleeve
Zone Not Perforated
7” Liner
Problem
Customer had standardized on completing with a competitor’s hydraulic-set permanent packers. A

high rate of failure to set and seal properly was occurring. This particular customer was finding this
unacceptable. The wells are highly deviated. In order to enhance wireline operations the Packers
are tied into the liner top tie-back sleeve to provide a smooth transition from tubing to liner. There
was concern about down-the-road liner top leakage. On first completions (one-trip, on 5 1/2
production tubing) a higher than normal number of packer presets occurred. This contributed to the
heavy 5 1/2 production tubing causing the packer to ride heavily on the low side of the casing.
Below the packers are run on 3 1/2 DP to provide more flexibility and less weight at the packer.
The wells are perforated by electric line guns after wellbore completion.
When reaching bottom with the packer and TB seal assembly, the customer preferred to simply
pressure against the non-perforated interval to set the packer, saving rig time to set a WL test tool
plug in the tailpipe between the packer and TB seal assembly. The ‘packer problem was caused by
attempting this setting procedure. On applying pressure to set the packer, the piston area created
by the large difference in DP ID and TB sleeve ID was causing the packer to be pumped up the hole
while trying to set. In some cases, this caused TB seals to pump out of TB sleeve and some cases
packer element damage because the packer was trying to move a set simultaneously.
For this type completion, it is always best to plug in the tailpipe below the packer, thereby
acuminating the ‘pump out of tie-back’ piston area. The piston area in this case is 37.11 in2.
37.11 in2 piston area X 1500 psi begin to set pressure – 55,665 lb force
* This customer now completes with Halliburton packers and service.

© Halliburton 2007
Example 2
5 1/2", 15.5 lb Tubing
8.6 lb/Gal Completion Fluid
20’ Stroke PBR and Seal Assy. (6” ID PBR,

Seal Assy Pinned for 72,000 lb Shear)
Seal Anchor
9 5/8” Casing 9 5/8” 36-59.4 lb MHR Packer
MOE
LN
Tailpipe (1000’, 5 ½” 15.5lb)
10,500’
TCP Gun Assy (980’, 15 lb/ft)
Problem – Packer movement after set
After running the packer, logging TCP Guns on depth, spacing out and installing the surface tubing
hanger, 4500 PSI was applied down the tubing (N Test Tool in LN below packer) in 500 psi stages
to set the MHR PERMA-SERIES Packer/PBR assembly and test tubing string. On reaching 4500
psi, a noticeable shock was felt on the rig floor. Pressure on the tubing string was bled off and on
picking up the tubing string, it was found that the shear pins (72,000 lb) holding the seal assembly in
the PBR had sheared. The surface tubing hanger was removed and customer found that an
additional 3.5 ft downward tubing stroke was required to seat the PBR Seal assembly fully back in
place.
The customer was alarmed and decided that the seal assembly-to-PBR running shear pins had
sheared prematurely and that the packer assembly had moved downhole 3.5ft.
What happened can be explained and there was no failure:
Known Factors
-10,500’ packer set depth

- 8.6 lb/gal. compl. Fluid (0.871 buoyancy factor)
- TCP Gun and tailpipe wt. 26,300 lb
- Tubing 5 1/2" 15.5 lb, 4.95 ID (4.52 in2 cross sectional area of steel in tubing wall)
- 4500 psi internal tubing pressure to set packer-test tubing MHR PERMA-SERIES Packer
was equipped with (2) additional shear pins in the setting piston, requiring 2330 psi to
begin setting.
© Halliburton 2007
First to explain the ‘premature’ shear of seal-to-PBR pins:
Force to Shear Pins = Pressure X Area (difference between cross-sectional areas of tubing
ID and PBR ID) plus Packer/PBR, tailpipe and TCP assembly wet wt.
Pressure = 4500 psi

Area = 28.27 in2 (6” ID PBR) – 19.24 in2 (4.95 ID Tbg) = 9.03 in2
Wet wt. of Assy = (1000 X 15.5 + 980 X 15) (0.871) + 1,000 lb Pkr Assy = 27,300 lb
Force on shear pins = (4500) (9.03) + 27,300

Force = 67,935 lb working shear pins
This explains the PBR/seal assembly shearing. Remember, shear pins can be + 10% of rated
shear value. Also, fluid could have been less that 8.6# (less buoyancy) and pressure gauge could
have been reading low. Also, from the time the lower slips on the packer set, an additional 3” (.25’)
downward mandrel movement can occur, adding an additional 2500 lb force being pulled on the
tubing and PBR/seal shear pins 2514 + 67,935 = 70,449 lb force.
Now to explain what appeared to be ‘The packer moved downhole 3.5ft.’
The explanation is that a combination of forces and weights caused an elongation of the tubing
string, and when the PBR/seal assembly pins sheared and released these forces and weights, the
tubing string contracted, making it appear that the packer had moved downhole:
Weight hanging on end of tubing (packer/PBR assembly + tailpipe + TCP guns) resulting in
27,300 lb force which caused the tubing string to elongate and can be calculated in length as
follows: (see attached ‘handy formulas’)
Δ∟ = (27,300) (10,500)
(30 X 106) (4.52)
Δ∟ = 2.11 ft
In pressuring the tubing to 2330 psi (begin to set pressure), both plug force elongation and
ballooning force contracting occurred and is calculated as:
Plug Force (Elongation) = Pressure X Cross Sectional Area of ID of tubing.
(2330 PSI) (19.24 in2) = 44,829 lb force converted to length:
Δ∟ = (44,829) (10,500)
(30 x 106) 4.52
Δ∟ = 3.47ft (elongation)

© Halliburton 2007
* Ballooning contraction can be calculated as:
Ballooning force (contraction) = (.6) (tubing pressure) (area of tubing ID)
NOTE: This ballooning force formulation should be used only for setting packers and where
fluid in tubing and casing are same weight.
Ballooning Force = (.6) (2330) (19.24)
Ballooning Force = 26,898 lb (contraction) converted to length:
Δ∟ = (26,898) (10,500)
(30 X 106) (4.52)
Δ∟ = 2.08 ft. (contraction)
The net result of elongation vs. contraction (3.47’ – 2.08’) = 1.39 ft. elongation.
The total of weights and forces which made the packer to appear to have ‘moved downhole’
3.5’ equates to:
2.11 ft elongation due to hang wt. on tubing

1.39 ft elongation (plug force less ballooning)
3.50 ft which explains ‘moved downhole 3.5 ft’
* The packer did not move downhole; however, since the customer did not take into consideration
‘plug force vs. ballooning’ elongation, the TCP guns are off target 1.39 ft. This could be critical in
some production intervals.

© Halliburton 2007
Halliburton THB Perma-Series® Hydraulic Set Production Packers
In an effort to meet the needs of our customers and to utilise the latest in
available technology we are continuously upgrading our equipment. Although
the basic concept of the permanent packer has remained the same we are
constantly looking for ways to improve our performance, pressure ratings, and
meet the challenges of new well conditions.
The THB hydraulic-set Perma-Series® one of a range of Perma Series®

production packers offered in this market segment and has enjoyed
excellent success since its introduction. Halliburton feels that this success
is due to our core design philosophies, which emphasizes our element
sealing integrity and slip anchoring capabilities.
The concept for the Halliburton THB Perma-Series Production Packer as it

exists today was developed in 1986. This packer was an upgrade of the
Halliburton HB Perma-Drill® Packers
Overview
The Halliburton THB hydraulic-set Perma-Series® packer is a single-trip

drillable production version of the proven Perma-Series packer. This packer
along with the field-proven Ratch-LatchTM sealing and anchoring system is
one of the largest through bore production packer systems on the market.
The Halliburton Perma-Series® hydraulic-set packers are ideally designed

for, but are not limited, to the following applications:
• deviated production/injection wells

• single-trip completions
• completions that require maximised tubing
Design
The design requirements of these applications are achieved using a system

concept. The Halliburton Perma-Series® hydraulic-set packer is the focal
point of this system. The packer can be supplied with various upper
connections depending on well operating conditions.
• Metal to metal back off sub
• Re-completion using Ratch Latch anchor
• Minimal number of O-rings
• All O-ring below element package
• Single piece bottom sub and piston housing
• Triple seal multi durometer element package
The base packer design includes a one-piece mandrel and an integral left
hand back-off thread and upper sealbore. The packer is also designed such
© Halliburton 2007
that the only elastomeric seals are those associated with the packer setting piston and are
located below the packer sealing element. The piston of this packer has double o-ring
grooves. An Aflas® o-ring with PEEK back-ups yields a premium seal for severe downhole
environments; while a Viton o-ring gives a low temperature seal for surface testing or when
bottomhole temperatures are reduced due to cold fluid injection. This gives a working
temperature range of 40 to 325°F for the packer.
Packer “Start to Set” Pins Setting Piston Seals
Internal Slip System Surface Test Pins Feature
Figure: Shows setting piston seals, surface test pins and “start-to-set” feature.
The design also features the ability to perform surface testing to maximum working
pressure without the risk of pre-setting the packer in the workshop or rig floor. This can be
done by providing the facility with surface test pins.
A thread is located in the bottom sub for attaching the mill-out extension or the customer's
tailpipe.
Operation
The Halliburton THB packer is a hydraulically-set packer. After locating a plugging device
below the packer, pressure is applied down the tubing string to a predetermined pressure.
The hydraulic pressure enters the setting mechanism via setting ports at the lower end of
the packer. The pressure acts against the piston to drive the lower slips up and over the
lower wedge to engage the casing wall. Continued movement compresses the elements to
form a seal against the casing. As the elements compress, the upper wedge is driven
under the upper slips. Internal slips mechanically hold the packer in the set position when
fully set.

© Halliburton 2007
Metal to Metal Left Hand Back-Off Sub
The large IDs of the Halliburton THB Perma-Series® hydraulic packer systems are achieved through
the utilisation of an a Metal to Metal left hand back-off sub
The back-off sub is an anchoring and sealing device that provides a pressure tight connection
between the packer and tubing expansion joint (or tubing). The primary seal is an ACME low torque
left hand pin thread with a metal-to metal seal nose. This match with a mating box thread in the
packer’s main mandrel. A secondary seal is provided via a vee-packing seal stack which will be
configured for the well conditions. Transfer or mechanical loads is done through the AMCE
connection.
Recovery of the back off sub is achieved by right hand rotation. The torque required to unscrew the
back off sub is in the region of 3,000 to 4,000 Lbs. This value includes an anti-rotation shear pin. 15
rotation at the packer are required to remove the back-off sub.

© Halliburton 2007
Halliburton TNT Perma-Series® Hydraulic Set Production Packers
The Halliburton (TNT) Hydraulic-Set Perma-Series packer is a single-trip permanent
drillable (millable) production version of the proven Perma-Series packer. It is ideal
for highly deviated and/or single-trip production and injection applications.
This packer includes a one-piece mandrel and sealbore, (made up directly to the
upper tubing string) which eliminates a potential leak path. It has a low profile for
greater running clearance to help reduce problems that may occur when running in
highly deviated and horizontal wells. Premium, metal-to-metal thread connections
add to the dependability of the packer.
The Halliburton TNT Packer features a unique high-pressure/high-temperature

element package that is suitable for 15,000 psi differential pressures at 450o F
temperatures. The packer also features dual opposing barrel slips and a high-load
internal body lock ring. The "no mandrel movement" operation of the packer makes it
ideal for liner top isolation or tandem packer completions. The packer has been
tested to meet the requirements of ISO 14310 level V0.
Ease of use has been proved in flanged-up, single-trip completions common in

offshore operations. This packer sets with low pressure, major components are
rotationally locked, and materials are suitable for milling. No tubing manipulation is
required to set the packer, and the hydraulic-set Perma-Series® packer is compatible
with standard Halliburton accessory equipment.
An upper polished bore receptacle (PBR) or overshot tubing seal divider can be
connected to the top of the packer with either a seal anchor or Ratch-LatchTM
assembly. With either connection, the upper PBR assembly may be retrieved. The
internal seal assembly is run in place and shear-pinned to allow space out and fluid
displacement.
Applications:
Up to 15,000 psi differential and 4500 F temperatures

Liner top isolation
• Highly deviated production and/or injection areas

• Single-trip production and/or injection wells
• Offshore completions that require a single-trip packer
Features:
No mandrel movement operation

Tested to ISO 14310 level Vo
Case-carburized (barrel) slips

Metal-to-metal backup shoes with 360° casing wall contact
Ratch-Latch sealbore with seal anchor
Triple-seal multi-durometer element package
Single piece bottom sub and piston housing

© Halliburton 2007
Metal to metal premium thread connections standard on the packer, seal
anchor, and Ratch-Latch assembly
Minimal number of pressure-containing O-ring seals

Large bore through packer and seal assembly
Low profile
Self-contained hydraulic-setting system
No Mandrel movement operation
Benefits”
Potential leak paths minimized

No tubing manipulation required during setting
Greater running clearance because of low profile of external components
Compatible with standard accessory equipment
Easy to use in flanged-up completions common to offshore operations
HPHT Element Package No Mandrel Movement

Fluorel-Teflon-Wire Mesh Feature

© Halliburton 2007
Seal Anchors and Ratch-LatchTM Seal Assemblies
The large IDs of the Halliburton Perma-Series hydraulic packer systems are achieved through the
utilisation of an upper sealbore design. The seal anchor and the Ratch-Latch assembly are both
available with the Halliburton MHR Perma-Series System. The seal anchor and Ratch-Latch
assemblies can be supplied with a variety of sealing configurations to meet well requirements.
This Seal Anchor type would typically be applied to attach the packer to the tubing string, allowing
the tubing to be removed at a later time. However, in many instances customers opt to run the
Ratch-Latch seal assemblies as an alternative. When the tubing is to be tripped out and reattached
to the packer, the Ratch-Latch seal unit with premium seals should be used. It is not possible to
reattach the tubing to the packer using a seal anchor. Removal of either the seal anchor or Ratch-
Latch is achieved by rotating the assembly 12-15 turns to the right. The Ratch-Latch seal unit is
installed in the packer by setting down weight to stab the unit into the upper polished bore.
Seal Anchor
Assembly
Metal-to-Metal
Backoff Sub
Assembly
Ratch-
LatchTM
Seal
Alternative head arrangements are also available for the Perma-Series range of packers. These
include a left hand metal-to-metal back off sub with Ratch-Latch reconnection capability or a straight
tubing thread. None of these features restricts the large ID capability of the packer.

© Halliburton 2007
Polished Bore Seal Assembly
To accommodate contraction and expansion of the production tubing
Halliburton offers their Polished Bore Assembly (PBA). This
assembly has been set up as modular components. All thread
connections within these assemblies are premium metal-to-metal
type, eliminating any connections reliant on elastomeric seals.
The PBA is configured to release under tensile loads. This is

achieved by the use of calibrated shear rings. Calibrated shear
rings are supplied in the range of 90,000 lbs to 150,000 lbs, which
should cover most operation needs; however, additional sizes can
be made on request. The shear rings are located in the head of the
assembly. This feature allows for conversion ease if the loading
requirements change.
The seal assembly is comprised of a No-Go locator, seal extension,

seal units, and a muleshoe guide. PBR Head with
Shear Ring
A seal unit is comprised of wiper rings and a triple sealing stack. The
wiper rings and seal stacks are separated by retained ampcoloy
bearing rings which aid seal stack centralisation and minimise high
stab forces.
Like the Ratch-Latch, the seal assembly elastomers can be

configured to meet particular well conditions.
Once the No-Go locator has sheared from the PBR head, it is free to
float in the PBR. The seal assembly is designed such that the seals
are located at the lower end of the unit. The system is designed in
this manner so that all of the movement is compensated by the
extension length. The seals never leave the confines of the PBR until
they are retrieved back to the surface. The benefits of this design are:
1. Seals are free to move, allowing for tubing stress

compensation.
2. No rotation required to remove the tubing and seal unit

assembly.
3. Easy redress, no complicated equipment to disassemble or

assemble.
4. All seals are located at the lower end of the seal assembly;
therefore the seals are continuously confined to the PBR
during normal operations. Seal Assembly Halliburton PBR
Assembly
5. Wipers prevent any debris settlement on the seals.
6. A single trip installation.

© Halliburton 2007

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Chapter 7

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WIRELINE-SET PERMA SERIES® PACKERS

Halliburton's Wireline-Set Perma-Series packers are effective,

prevent upward movement of the upper wedge while Lower Internal

effective at high or low temperatures and pressures

Completions 1 Section 7 Perma Series® Packers Page 1 of 78

Completions 1 Section 7 Perma Series® Packers Page 2 of 78

The C-ring slip offers advantages over

The C-slips are manufactured from low

The packer slips also have the following features:

Completions 1 Section 7 Perma Series® Packers Page 3 of 78

Completions 1 Section 7 Perma Series® Packers Page 4 of 78

Bottom Sub Options

Optional Bottom Sub Arrangements

Plain Sealbore Tubing or Millout

Completions 1 Section 7 Perma Series® Packers Page 5 of 78

Completions 1 Section 7 Perma Series® Packers Page 6 of 78

Halliburton PERMA-SERIES Packer

13.5 - 15.1 3.600 (91.44) 2.375 (60.33) 1.530 (38.86)

15 - 21 3.960 (100.58) 2.555 (64.90) 1.677 (42.60) 1

5 (127.00) 15 - 21 3.960 (100.58) 3.120 (79.25) 2.390 (60.71)

13 - 20 4.540 (115.32) 2.750 (69.85) 1.830 (46.48) 1

13 - 20 4.540 (115.32) 3.000 (76.20) 1.927 (48.95) 3

5 1/2 (139.70) 20 - 26 4.360 (110.74) 2.750 (68.95) 1.830 (46.48) 1

20 - 26 4.360 (110.74) 3.000 (76.20) 1.927 (48.95) 3

20 - 26 4.360 (110.74) 3.500 (88.90) 2.510 (63.75)

6 5/8 (168.28) 17 - 32 5.468 (138.89) 3.250 (82.55) 2.350 (59.69)

17 - 23 6.180 (156.97) 3.250 (82.55) 2.350 (59.69) 1

20 - 26 6.000 (152.40) 4.000 (101.60) 2.970 (75.44)

26.4 - 33.7 6.375 (161.93) 3.250 (82.55) 2.350 (59.69)

36 - 59.4 8.120 (206.25) 3.250 (82.55) 2.350 (59.69)

Other sizes available upon request

Completions 1 Section 7 Perma Series® Packers Page 7 of 78

Completions 1 Section 7 Perma Series® Packers Page 8 of 78

Completions 1 Section 7 Perma Series® Packers Page 9 of 78

Completions 1 Section 7 Perma Series® Packers Page 10 of 78

The term “liner” refers to any string of

It is occasionally necessary to run a

Completions 1 Section 7 Perma Series® Packers Page 11 of 78

OIL WELL DEVIATIONS AND “DOGLEGS” (Fig. 7.1.4)

Completions 1 Section 7 Perma Series® Packers Page 12 of 78

A. Gauge ring selection

Engineering Data Sheet

GGE RING BAK 10 4 ½ 9.5 – 12.6 5 23.2 – 24.2

PART NUMBER: 24B4548

TYPE SPEC RELEASE ORIGINAL

(Unless specified, Dim-inches, pres-psi, weight-lbs, temp-deg F)

Completions 1 Section 7 Perma Series® Packers Page 13 of 78

SIZE WEIGHT PACKER PART PACKER GAUGE OD JUNK GAUGE

5 15-21 212 AWB 50100-* 3.96 4.02 10 241 B 5048

Completions 1 Section 7 Perma Series® Packers Page 14 of 78

The gauge ring is made-up on the bottom of a

1. Before leaving the shop

a. Caliper the OD and thread ID of the gauge

b. Inspect the acme threads on the gauge

c. Be sure the correct size and length set

d. Condition the bottom of the gauge ring so

e. If possible, get in touch with the electric

Completions 1 Section 7 Perma Series® Packers Page 15 of 78

Completions 1 Section 7 Perma Series® Packers Page 16 of 78

Completions 1 Section 7 Perma Series® Packers Page 17 of 78

Cross Link Sleeve

Completions 1 Section 7 Perma Series® Packers Page 18 of 78

SETTING TOOL ELECTRIC WIRELINE (SCHEMATIC)

Completions 1 Section 7 Perma Series® Packers Page 19 of 78