WIRE LINE OPERATION COURSE

CHAPTER 5

LOCK MANDRELS

CONTENTS

Introduction to Lock Mandrels

W – Slip Lock
W – Running Tool
D – Collar Lock
G – Element
Nipple Locks (S, X, XN)
X / XN Locks
X – Running tools
Nipple Size Specifications
X / XN Pulling Procedure

1
 LOCK MANDRELS - INTRODUCTION

A lock mandrel is a device which will "grip" in the well to provide an anchor for
various flow control devices such as :- plugs, safety valves, seperation tools etc.
It "grips" either by utilizing slips, dogs or keys. The lock mandrel also has a
means of sealing around its O.D. to hold pressure.
There are 3 main groups of mandrels:
1. Slip Locks - can be set anywhere in the tubing.
2. Collar Locks - can be set in tubing collar recess.
3. Nipple Locks - positioned in a nipple run in the tubing string during
completion.

1. Slip Locks (p. 5-3) were the first type of lock to be designed. They have
limitations which makes them less useful than the other types of lock mandrels:
1. Maximum pressure differential 1500 psi.
2. Will hold pressure from below only..:
3. Will not pass nipple bore (of same nominal size as tubing)
4. Can be unlocked by excessive flow from above.
2. Collar Locks (p. 5-9) are securely locked in the tubing collar recess by
~ogs which extend outwards. It has the following features and limitations:
1. Will hold 5000 psi-from ABOVE and BELOW.
2. G. Seal Element is more effective than W used on slip Lock.
3. Will not pass nipple I. D.
3 Nipple Locks (p. 5-14)can be divided into the following categories.

l. Selective- due to nipple profile -S locks

2. Selective- due to running tool-X locks
3. No-go due to no-go ring in nipple-XNLocks.

They offer greater versatility, reliability and pressure rating than either
SLIP or COLLAR type locks.

' , " , , """.

2
5 - 2
 W SLIP LOCKS
..

Running procedure is shown on p. 5-4.

Running Tool. W

Pulling Tool. RB + equalising prong.

~unnin~proce~ure -

A. - The slips slide along the tube wall during running in.

B. - When the anchoring depth is reached, pull up; then JAR UP.

- The taper forces the slips to grip the tubing wall.

- Continued Jarring up shears the pins which ftx the Mandrel body and
taper together. The body moves up and the lower conical shoulder
expandsthe packings, sealing againstthe tubing:

- Further upward jarring shear~ the pins of the Running Tool.

- Pullout of the well.

CAUTION: DO NOT SIT DOWN ON LOCK AFTER SETTING AS IT

MAY RELEASE

Pulling procedure - Attach correct pulling prong to thread in RB. core.

- Prong size depends on plug type (p. 6-5).

C. - Core strikes mandrel. JAR DOWNto release taper behind slips.

As mandrel moves down RB dogs simultaneously latch neck.

- Elementis also releasedby this action.

D. - Lock is pulled out of the well, hanging by the ftshing neck which
ensures slips remain retracted. ' .

NOTE: The tendency to pull the W lock using an RS pulling tool

must be avoided. The Reach of the RS is such that the skirt
may push downwardon ftshing neck - tightening slips.
.
The mandrel must have room to move downward to release taper behind
slips. For this reason it is NOT advisable to run a collar, stop or any
other restriction, below slip lock as this will impede downwards movement.

3
5 - 3
4
5
 W RUNNING TOOL
Refer to diagram on p. 5-5

The W running tool is prepared in the following manner.

Check collect is free to move-remove old shear pins.
I. Install collet in W lock running neck
2. Insert 2 pieces of shear stock
3. Rotate shear ,pin cover to prevent pieces of shear stock falling on top of lock.
Down hole operation
4. Upward jar action shears pins and retracts core from collect, releasing the W Lock.

The followingare the most common W locks:

Part Tubina Slips SUps Min Fishina RIIIIDina NUna Thread

No. O.D. Exp8Dded Recnc:ted I.D. Neclt Tool Tool Pin
O.D. Down

IOWOl8 2.375 2.062 I.8S9 .687 1.315 41WOl3 40RB17 I .3116 '11.14
IOW022 2.815 2.530 2.296 .815 1.7SO 41WOl4 40RB18 1-9/16'11.12
IOW023 3.500 3.080 2.843 1.315 2.312 41W022 40RB19 2)( 12
IOW034 .\ IIO 3.500 3.281 1.TSO 2.750 4IW03O 4ORB30 2-1/4".12

6
5 - 6
 PROJECT 18 - W LOCK MANDREL

Strip and Reassemble during practical sessions

1. Measure a 2-1/2" W Lock (used in 2-718 tubing, similarly 3" for
3-112 tubing) and fill in the following sizes:

(I) Total length with slips retracted ....................................................

(11) Maximum O.D. with slips retracted .....................................................

(111) Maximum O.D. with element expanded ...............................................

(IV) I. D. through mandrel assembly. ...........................................................

2. Why is the element pinned?

3. What is the size and type of this shear pin?

4. List the running procedure.
(I)

(11)

(111)

. (IV)

s. Give two limitations of the W Lock Mandel

(I)

(11)

6. In which direction must you jar to release the W running tool?

7. For the 2-112" W running tool what is the size and type of shear pins?

8. Maximum O.D. of this tool is ..........

9. List 2 things to be checked before pinning this tool:

(I)

(11)

7
5 - 7
8
9
10
(I) Running In (ii) Setting
11
5 - 11
 D LOCK - RUNNING/PULLING

Pin D Running Tool so its collet is expanded ~ the "locking sleeve" in the
recess provided.

Runnin&,.- refer to diagram on:',po5-11

1. Lower the assembly into the hole and stop approximately one joint above
the desired setting point.
2. Pull the assembly up slowly until a collar recess is located. Do Not Pull
More Than 80 DaN At This Point - at this step of the operation you are merely
locating a reference collar. Note the wire line measurement at this point and check
again at ..target"" collar. This ensures you are in. collar If you are 1 joint--
lower than reference point.
3. To move downward again, tap downward slightly - then move down the hole
to approximately 3m below the desired collar recess. (A).
4. Pull the assembly up until the collar recess is encountered and place
approximately 140 DaN pull in the wire. '

5. Close the jars slowly without any downward jarring.

6. A hard jar upward now is used to expand the element and fully lock the
collet. (B)
7. .Prior' to shearing pin in running tool, jar down slightly to check if the
assembly is set. If the plug moves downward, repeat steps 5 and 6.
8. If the assembly does not move downward, jar upwardly until the shear pin
is sheared and the running tool is freed. (C) After the shear pin is sheared,
do not tag the assembly again, as this may release the lock.

PullingProcedure - Pulling'Tool = G RL +, equalising prong.

l. Choose equalising prong to suit plug attached to lock.

2. As GRL engages fishing neck prong activates equalising device. WAIT FOR
PRESSURE TO EQUALISE (D).

3. JAR DOWN - Core extension on GRL pushes locking sleeve down,

releasing element and dogs.
4. Pick up and pull out of hole.

The following chart shows D collar locks:

Tublnl Mlllmum lock 001 Element Inside
0.0./ O.O./Ins. Assembly Assembly Flshln, Bottom Thread Runnln, Pullln,
Inche, DOl' Retracted Number Number Neck Adapter Down Tool Tool
2.375 1.843 3100037 3100047 310083 3100144 JlA.-J4 Pin 410010 40GRI
2.875 2.281 3100030 3100049 310075 3100145 1'1..-12 Pin 410011 40GR4
3.500 2.844 3100058 3100057 3100129 3100126 2-t2 Pin 41009 40GRI4
4.500 3.800 3100067 3100068 3100153 None 3'/'.-12 SLB 410015 4OGR26
BOX

12
5 - 12
 PROJECT 19 - D COLLAR LOCK

I. What are the types of tubing in which the type Dmandrel

"
can be landed?
(1)

(2)

2. What is the pressure differential rating of the type D mandrel?

. 3. What takes place tp lock the Type D mandrel in the collar recess?
Le. Explain running procedure.

4. Whatis the maximum O.D. ofthe 2-7/8" type D mandrel with the dogs retracted? ..

5. What is the maximum O.D. of the 2 7/8" type D mandrel with the
dogs gp.anded? ...................................................

6. What 'is the minimum l D. through the bore of the mandrel? ;.........................

7. What is the O.D. of the expanded 'element of a 2 - 1/2" Type D

mandrel? .'.

8. What is the total length of this Type D mandrel with the dogs retracted?

9. What i~ the proper pulling tool to pull a 2 - 7/8" Type D mandrel?

la. Describe the procedure for pulling the 2 - 7/8" Type D mandrel?

11. Why is a running prong not required?

-"".' "'''.-'-'-'''' . ... ,"

13
5 - 13
 NIPPLE LOCKS

There are three types of nipple locks:

-
(1) Selective due to nipple profile S locks.
(11) S"elective due to running tool -X locks.

(111) No-go due to restriction in nipple -XN locks.

Briefly - the S system relies on varying profiles in each
nipple starting with S-l at the bottom, to an S-5 near
"the surface. The operator installs, below the lock, keys which
match the nipple profile in which the lock was required to
be positioned.

The Profile of S Nipples used for the S.O.Do's is an S-4.

(11) The X Lock sY.!!E!!uses identical nipples in each respective tubing size."
The operator can select which ,nipple the lock is to be set in by the
use of a selective running tool. (p 5-22)

Advantag~ over previous designs of lock:

(1) V packing s~al in polished bore of nipple.

(Note: S Lock also employed this m"ethod of sealing).'

(11) Holds pressure from both directions. (High pressure R & RN system
available)

(111) Identical nipples simplify installation and ordering.

(IV) Can be set in X profile of S.S. D.'s.

(v) Simple lock designs reduces maintenance.

Running Tool - X
-
Pulling Tool G R

(111) The XN Lock is an X Lock with the keys changed to XN. All
other components are identical, including the running and
pulling tools.
The O.D. Qf the equalizing sub is too big to pass the No-go
nipple I. D. so serves as a positive stop to locate the nipple
keys.

14
5 - 14
 X I XN LOCKS
.
X keys have a 90 shoulder. XN have 458 shoulder.

x XN

An exploded view of the X lock is shown on (p 5 -16) identifying all components.

Prior to running an X (or XN) lock you should check the following:

(1) All threads are tight - note hole in expander mandrel for a bar.
(DO NOT PLACE A WRENCH ON THIS SURFACE)
(11) Correct profile keys - X or XN

(111) Key spring tension - Keyo;:should be :

- Fully retracted and firm ill SELECTIVE

- Sprung forward evenly in .NON-S ELECTIVE
(IV) Check internal fishing neck for wear !damage.

(v) Check serrations on expander mandrel and keys. Replace if worn.

nipple expander
mandrel

space for
downward
movement

t FORCE
The greater the upward force created by the pressure differential the greater the
"squeeze" by the keys onto the packing mandrel. This grips serrations to prevent
expander mandrel moving upwards and unlocking. .

This can be observed by. opening and closing a lock mandrel and comparing
the effort needed to repeat the opening sequence while squeezing the keys
inwards by hand.
15
5 - 15
16
17
 x LOCK POSITIONS
Refer to p. 5-17

(I) Selective Position

- Fishing neck and expander mandrel are fully extended
- Keys are FULLY retracted. Check before running
- It is recommended to replace double acting springs
regularly. '

(11) Non-Selective Position - Fishing neck has been partially pushed into lock
(by action of running tool)
- Keys are partially expanded and 90. shoulder of
X keys ;m locate in X nipple (45- XN 'keys
will pass X nipple in this position)

(111) Locked in nipple Jar'down action has set expander mandrel behind
keys holding lock securely in nipple until fishing
neck and expander sleeve are retracted by the
pulling tool (G R)

The Running Tool (p 5-22) positions the lock mandrel in the Selective or Non-
Selective position. A detailed explanation of the sequence is on p. 5-24.

The followingare the most common X/XN Lock Mandrels:

Tubing Nipple No-Go X Lock No. XN Lock No. Running Tool Pulling Tool
Size I.D. I.D.

2 -3/8 1.875 1.791 IOXOI8700 I OXN J 8704 41X05 4OGR18700

2-7/8 2.313 2.205 IOX023100 IOXN23101 - 41X06 4OGR23100
3 -1/2 2.750 2.635 IOX027502 IOXN27503 41X066 4OGR27500
4..1/2 3.813 3.725 IOX038102 IOXN38106 41XOl5 4OGR36800
5 -112 4.562 4.455 IOX045600 IOXN45601 41X027 4OGR45600
1

Note: All above part Nos are for 9Cr- 1 Mo material - for H2S Service.

18
5 - 18
~-
 X I XN STRIPPING PROCEDURE

Components numbered below are identified on p. 5-16

I. Place the assembly horizontally in a vise. Grip on the Fish Neck. (1)

Remove the packing (7) from the Packing Mandrel. (6)

2. Insert a steel rod through the shear pin holes in the Packing Mandrel. (6).
3. Using the rod as a handle, pull the Packing Mandrel (6) away from the
vise. This moves the Key Retainer Sleeve (2) away from the Fish Neck (1)
and exposes the Expander Sleev,e (3).
4. Insert a rod through the holes in the Expander Sleeve (3). Using the rod
as a handle, remove the Expander Sleeve from the Fish Neck (1).

CAUTION: Do not use a wrench on the Expander Sleeve (3). This

could damage the special fmish on the upper end of the
Expander Sleeve (3).

CAUTION: Do not use a wrench on the Packing Ma~drel (6) or Key Retainer
Sleeve (2) when removing them from the Fish Neck (1). This will twist the
Key Springs (4) and damage the grooves in the Expander Sleeve (3).

5. Rem'ove the Packing Mandrel (6) from the Key Retainer Sleeve (2).

-
CAUTION: Do not use a wrench on packing section of Packing Mandrel
(6). This could cause premature wear of the packing LD.
and cause the packing to leak.

6. With the Expander Sleeve (3) in the up or ..unlocked" position,

the Keys (5) may be removedJrom the slots.
7. Pull the Expander Sleeve (3) out through the bottom of the Key Retainer
Sleeve (2). This allows the Springs (4) to fall free.
9. Clean and inspect all parts thoroughly for wear and damage.
CAUTION: NEVER grip key retainer sleeve in VICE or with a wrench as
this can distort the thin walls.

19
5 - 19
.'
X I XN REASSEMBLY PROCEDURE

1. Install the Expander Sleeve (3) (small end first) into the lower end
of the 'Key Retainer Sleeve (2). Leave sufficient room to install Key Springs.
2. Align the spring grooves in the Expander Sleeve (3) with the slots in the '
Key Retainer Sleeve (2).
3. Insert the Springs (4) through the top of the Key Retainer Sleeve (2)
and into the spring grooves in the Expander Sleeve (3). Check that the hooked
ends of the Springs are in the holes in the Key Retainer Sleeve (2). .
Hold in place with grease. (On big size locks with Shear-pin Retainer, check
that the pin hole in the Expander Sleeve is aligned with the pin slot in the
Key Retainer Sleeve.) ,

4. Push the Expander Sleeve (3) through the Key Retainer Sleeve (2) until
it engages and stops.
5. Install the Keys (5) through the bottom of the Key Retainer Sleeve (2)
and onto the Springs (4). The Keys (5) must be properly installed on
the Springs (4). .
6. Push the Expander Sleeve (3) down, moving the Keys (5) out into the
windows of the Key Retainer Sleeve (2).

7. Insert the Packing Mandrel (6) into the Expander Sleeve (3) and make
up by hand. .

8. Grip the upper end of the Key Retainer Sleeve (2) in a vise. Tighten
the Packing Mandrel (6).
CAUTION ~ Do not place the wrench on the polished packing area of the
Packing Mandrel (6). This could cause premature wear
of the packing LD.
9. Remove this assembly from the vise and place the Fish Neck (1)'
in the vise.

10. Make up the Expander Sieeve (3) into the Fish Neck ( I) by, hand.

11. Insert a steel rod through the shear pin holes in the Packing Mandrel
(6). Using the rod as a handle, pull the Packing Mandrel away from the Fish
Neck (1) to expose the Expander Sleeve (3).

12. Insert the rod through holes in the Expander Sleeve (3). Using the rod
as a handle, make up the Expander Sleeve into the Fish Neck (1).
CAUTION: Do not use a wrenc~ on the Key Retainer Sleeve (2).
This would twist the Key Springs (4) and damage the
grooves in the Expander Sleeve (3).

NOTE: Do not try to force the Fish Neck (1) downward. This may place the
tool in a locked" position.
,,' 13. Install the new packing onto the Packing Mandrel (6).
14. Install new a-Ring onto the lower end of Packing Mandrel on locks 3 - 1/2" and
larger.
20
5 - 20
 X-RUNNING TOOL

The X-running tool is to enable the X Lock to be run selectively into the profile
req uired.

It has two positions, SELECTIVE and NON-SELECTIVE in which it has to be

manually set at the surface.

1) SELECTIVE POSITION - used when setting in any profile except top one or a
No-go (XN) profile.

2) NON-SELECTIVE POSITION - used when setting lock in top profile or a

No-go (XN) profile. Note: When an XN is below several X profiles of same size
it is advisable to run in S ELECTIVE (to protect top shear pin while jarring
packing through profiles) and trip to NON-S ELECTIVEin last X profile above XN.
1. In SELECTIVE position
LOCK MANDREL (1) : KEYS are FULLY RETRACTED. Running tool
holding the lock fully EXTENDED.
RUNNING TOOL (u) Nipple Locator dogs 0 UT.
(m) Lug Segments LOCKING Core to Main Mandrel
(IV) No GAP between fishing neck and spring
housing.

2. In NON-SELECTIVE position
LOCK MANDREL (v) Keys are SPR UNGforward to permit 90 degrees
shoulder to locate in nipple.
RUNNING TOOL (VI) Nipple locator dogs IN - now holding inner
mandrel in up position

(vu) Lug segments FREE to permit Core to move

when top pin shears.
(vm) QAP between fishing neck and spring housing.
CHECKING RUNNING TOOL.

Prior to pinning to lock, the runnin~ tool should be checked to ensure it trips
freely from SELECTIVE to ~ON-SELECTIVE. Place tool in NON-SELECTIVE
(as it would be after pulling out of hole), then:

Place tool in vice horizontally and grip GENTLY on dog retainer. Using a square
shank screwdriver (or other suitable tool) in gap between spring housing and fishing
neck increase tension on main spring. At the same time place thumb and forefinger
on upper end of nipple locator dogs and squeeze inwards and upwards against small
spring. Release screwdriver and tool should spring into S ELECTIVE position.
If not: (1) Check nipple locator dogs. were fully outwards when you
released tension.

(u) Gently tap spring housing in case spring is binding inside

deformed housing. If too tight - replace prior to running.
21
5 - 21
 ..- retainer pin
'

~
',\,'

O/='
,:_,
lock pin
lock pin 1/4" shear pin hole
retainer pin
Shear pin -1/4" steel
main spring, core

IL..;,spring housing
~""".core
,L.",,\11aln mandrel
, "d,' dog retainer housing
dog spring
recess for
spilt ring
lug segments
nipple locator dog

lug segment

i
, main mandr,1
"'~ recessfor fishing ,,',' I
neck retainer dogs
~'"---,..;.~.. lug segmer1fs
'! , " ,'. .,",

'-C.. shoulder-to push { fishing neck

on packing mandrel retainer dog

5/16" shear pin hole

". ~SPlttring
'
1
"

dog retainer housing -,;

U ' ,

5/16"hole for
dogspring -"'
lower (brass) shear pin
, nipple
located
:dog

b) Exploded view of components.

X RUNNING TOOL

22

5 - 22
 X RUNNING TOOL - PINNING/RUNNING
With tool inSELECTIVE
Place tool in vice horizontally and grip G ENTL Y on dog retainer. Push nipple
locator dogs up (towards fishing neck). They should move inwards when at upper end of
travel and return freely to extended position. If they are not free the spring
is binding and tool needs redressing.
Pull fishing neck to outwards against spring tension. A bar or screwdriver can be
placed through slot above core to provide handles to exert force necessary.
Tool should trip into NON-SELECTIVE and remain in this position when tension is
rei eased.
PINNING PROCEo-URE
1. Check Running Tool is in NON-SELECTIVE position - otherwise core will be
locked.

2. Place Lock Mandrel fishing neck in vice firmly. Close lock and insert running
tool. Push core downwards and hold in place with punch in top shear pin hole.
Extend lock mandrel and move running tool to line up bottom shear pin hole.
Pin with 5/16" brass (usually).
,
3. Insert 1/4" steel pin in top hole.' Cross punc.h and center punch shear
pins to ensure they do not drop out.
4. Check that tool will trip from SELECTIVE to NON-SELECTIVE.

5. SELECTIVE - fully retracted.

.Check lock mandrel keys in
NON-SELECTIVE - spring forward.
RUNNING PROCEDURE - to SELECTIVELY set X lock (See p. 5-25)
l. Set Running tool in SELECTIVE
2. Run into the well and JAR DOWN G ENTL Y to pass packing through upper nipple
profiles (Remember: In selective position the lug segments are protecting top shear
pin) - Diagram (1)
3. Pass through nipple in which lock is to be set (lower approx 10M) )Nipple locator
dogs move up and inwards - then return to selective position). '

4. Take pick up weight and remember amount for later reference.

5. Pull up to nipple-locator dogs will not allow tool to pass up through nipple.
Diagram (11) ,

6. Pull over pick-up weight (point 4 above) approx 100-200 DaN.

This will trip running tool from SELECTIVE to NON-SELECTIVE as in Diagram (m)

Now the following points have occurred:

-lug segments retracted so top shear pin unprotected.
- there is a gap 'between fishing neck and spring housing.
-nipple locator dogs retracted and holding tool in NON-SELECTIVE
-lock keys partially extended.
23
5 - 23
 X RUNNING TOOL - RUNNING PROCEDURE
t
7. Lower down until X keys locate 90 degree shoulder in nipple.
8. Jar down GENTLY to p9sition lock fully in the nipple.
9. JAR DOWN to shear TOP pin. Diagram (IV)
- fishing neck retainer dogs released
- keys fully locked in nipple by expander mandrel.
10. Pick up approx. 100 OaN over pick-up weight. If weight drops off lock was
not fully set. Repeat from step 8.

11. If lock is fully set -Diagram (v)-JAR UP to shear BOTTOM pin and pull out
of hole.

~ - run in NON-SELECTIVE as XN lock WILL NOT pass XN nipple

to permit running tool to trip.
&mniog, Procedure - Asfor X but omit
steps 3, 5, 6, 7
Take pick-up weight above XN.

NOTE: If XN is below several X nipple profiles it is advisable to run in

SELECTIVE to protect top shear pin while jarring packing through nipple
bores.
. Trip to NON-SELECTIVE in last X nipple above XN.

24
5 - 24
25
26
 X RUNNING TOOL-STRIPPING PROCEDURE
-....

Ensure tool is in NON-SELECTIVE Position i.e. Core free to move

1. Remove locking pin and upper cross pin.
2. Withdraw Core.
3. Remove fishing neck retainer dogs.
4. Hold tool in vice by fishing neck -vertically.
5. Back off key retainer housing from mainspring hou$ing
advisable to prevent deformation.
-use of strap wrenches
6. Remove key retainer housing -manipufate dogs to permit removal.
7. Take care not to lose components as there is a tendency for them to fly apart.
8. Remove lug segments from main mandrel slot.
9. Unscrew main mandrel from fishing neck. -NOTE these are a matched pair -NOT
INTERCHANGEABLE. If tool is not going to be reassembled immediately store
these two components screwed together.
10. Remove spring housing and main spring.

11. Remove dog spring by squeezing flat between two hacksawblades and with-
drawing through slots in retainer housing.
-
Check all parts for wear grease lightly.

27
5 - 26
 X RUNNING TOOL - REASSEMBLY PROCEDURE

-
1. Put fishing neck in vice pin thread down
2. Place spring housing and main spring on fishing neck
position (thread upwards)
- just sit them in

-
3. Insert main mandrel and make up ensure milled slots are lined up. Main
spring is now compressed. Main mandrel and fishing neck are a matched pair and
care must be taken to be certain they do not become mixed.

.'
4. Insert 2 lug segments -45 degree chamfer up (Le. towards bottom of tool)

5. Insert spring into dog retainer -Sandwich spring between 2 hacksaw blades,
insert through slots, turn 90 degrees and release blades. Manipulate spring into
position and check that the ends of the springs are not crossed.
6. Slide dog retainer housing over main mandrel -thread downwards.
7. Insert hacksaw blade through slot in dog retainer housing above the spring
and right through the slots in the main mandrel.
8. Lift housing to compress spring against hacksaw blade and insert file through
main mandrel to hold housing up.
9. Insert 1 split ring in lower inside of dog retainer housing -
install
with slot towards upper edge. (grease on back of split ring will hold it in place)

",
10. Insert 1 nipple locator dog.
11. Insert 2nd split ring.
12. Insert 2nd dog - from inside at a steep angle to locate fingers in slots in
split rings
13. Hold dogs firmly while picking up gently on dog retainer housing to remove
fIle from slot.
14. Lower complete assembly until hacksaw blade is at end of slot. Remove blade
while gently supporting dogs with fmger tips.
15. Turn dog retainer housing 90 degrees -
to avoid fishing neck retainer
dog slots.
16. Manipulate assembly gently down over profiles on main mandrel and thread
into spring housing.
17. Tighten spring housing to dog retainer. DO NOT OVERTIGHTEN as this can
deform these thin section components.
18. Pull upwards to dog retainer housing trip tool into CONTROL
19. Insert 2 fishing neck retainer dogs - use grease to hold in place
20. Insert core -cannot be inserted if tool is in SELECTIVE position. (see 18).
21. Install cross pin.
22. Lift core upwards and insert locking pin through hole in fishing neck.
BRAD both ends to ensure this pin will not fall out.
23. CHECK TOOL OPERATION - i.e.: Trip from NON-SELECTIVE to
SELECTIVE and back to NON-SELECTIVE.

28
5 - 27
 -

Tubing Size Wt. I Ft Nipple packing Bore No - Go OD

2 -3 I 8 4.7 1.875 1.791 2 -3 I 8

- ,

2 -718
-
6.5 2.313 2.205 2-718
.- z
......
-=
-=
~
'- t'!j
3 -112 9.3 2.750 2.635 3-112
00
......
N
4 -112 12.75 3.813 3.725 4-1/2 t'!j
VI
00
~
N t'!j
00
5 -1/2 15.5 4.562 - 5 -1/2 {1
......
~
......

~
~
......
0
Z
00

All Otis nipples have an identification band machined into upper end EXTERN ALLY
to ensure correct positioning when running tubing.

29
 X I XN LOCK - PULLING PROCEDURE

Refer to diagram p. 5-30 (shown with X equalising sub)

NOTE: CORRECT PULLING TOOL IS GR-GS +prong in diagram is for illustration
only.
Pulling Procedure:

I.' Check correct prong is attached to GR core

Check shear pin in GU adapter ONLY.

2. Run into the well with GR pulling tool.

Reasons for using GR instead of GS
- To enable downward jarring to loosen lock.
- To ensure we can shear off if lock is full of sand.
- REMEMBER: GS core must be able to move down to shear.

3. Latch lock fishing neck-wait for equalization if necessary.

4. Jar DOWN -to release "set" on keys (see p 4-15)

5. Jar UP to expand fishing neck and pull lock.

6. Pull out of hole.

If lock is extremely difficult to recover consider use of GH pulling tool (Hydro-
static version of GS) - See section 13.

30
5 - 29
31
32
CHECK-SET TOOL

The check set tool is used to verify

that the X, XN, R, and RN lock
mandrels are in their completely
locked position in the nipple
downhole.

33
 EQUALIZING VALVE
IS MOVED TO CLOSED POSITION

34
XX PLUG SET

Verify Installation
• Check set
• Pressure test

35
CHECK-SET TOOL

The check set tool is used to verify

that the X, XN, R, and RN lock
mandrels are in their completely
locked position in the nipple
downhole.

36
CHECK-SET TOOL

Shear pin

The prong and the retainer

sub of the check set tool
are in the pinned position
prior to running in the well.

Downward jarring
shears the pin
indicating that the lock
mandrel is fully locked.

37
 GR & GS PULLING TOOLS

The G Series pulling tools are

designed to engage an internal
fishing neck.

GR

Shears up

GS

Shears down

GS PULLING TOOL

GR PULLING TOOL

38
 Equalizing and Pulling

Differential

Equalizing Prong
pushes the equalizing
valve down and off
seat

Differential

39
 PULL LOCK MANDREL

GR PULLING TOOL
• To Unlock Lock

Jar Up
Mandrel
• To Remove Lock
Mandrel and
Accessory from
Landing Nipple

• To Move Equalizing
Jar Down

Valve Off Sea t (If Installed)

• To Break Packing Bond
•Loosen Lock Mandrel

LOCK
MANDREL
FISH NECK

LANDING NIPPLE

KEYS LOCKED IN
NIPPLE PROFILE

40
PULL LOCK MANDREL

The GS pulling tool

engages the internal
fishing neck of the lock
mandrel. Upward jarring
moves the internal
expander mandrel up
allowing the locking keys
to retract.

41
 PROJECT 20 -X I XN flOCKS I NIPPLES

1. For a 2 - 7/8" XN nipple, complete the following.

(1) Packing bore I. D. ....
(11) No-go I. D. .................
(Ill) Nipple 0 D. ,......
2. For a 3 - I/2" XN nipple, complete the following:
(1) Packing bore I. D. ,..~ ".....................
(11) No-go I. D. ... .............
(111) Nipple 0 D. .. .......
3. How many X nipples can be run in one size of tubing?

4. Where is the XN nipple located relative to the X nipples?

5. Name the two differences between X and XN nipples.

(1)
(11)
6. What must be changed to convert an X lock to an XN ldck?

7. Measure the following dimensions on a 2-7/8 X lock

(I) Max O.D. with keys retracted .............................................................

(11) Max O. D. with keys ~p'anded ............................................................

(m) Length from top of f~:;hing neck to bottom of packing (lock open) ....
(IV) No of V-packings , , ...,...............

(V) O.D. of the V-packings .......................................................................

42
5 - 31
 PROJECT 20 - continued

8. Measure the following dimensions on a 3 - 1/2 PXN Lock

(I) Max O.D. with keys retracted ...................................................
(n) Max O.D. with keys expanded ..................................................
(111) Max O. D. of equaliz~ng sub .......................................................

(IV) No of V-packings .......................................................................

(V) O. D. of the V-packings ..............................................................

9. List the procedure to reassemble a 3 - 1/2 X lock.

,
I

!
10. Describe proced.ure for pinning an X Lock to an X running tool.

43
5 - 32
 PROJECT 21 -X RUNNING TOOL
l. On the 2 - 7/8" X Running Tool, measure the' following:
(1) Max O.D. With dogs retracted i.e. NON-SELECTIVE

(11) Max O.D. With dogs aP~nded i.e. SELECTIVE

(111) Length of core movement ..........................................................

(IV) Diameter of top shear pin ..........................................................

2. On the 3 - I/t.X Running Tool, measure the following:

(1) Max O.D. With dogs retracted i.e. NON-SELECTIVE

(11) Max O. D. i.e. SELECTIVE
(111) Length of core movement ..........................................................

(IV) Diameter of top shear pin ..........................................................

3. What parts of the running tool LOCATE the nipple profile?

4. Describe the 3 positions of the nipple locator' dogs during the selective setting
of an X Lock.

(1)

(11) .
(111)

s. Describe the complete procedure to selectively set an X lock in the

3rd nipple profile from the surface: (Indicate when pins shear, what position
you would set the running tool in at the surface, and any checks you would n~ake
during the procedure).

44
5 - 33
 PROJECT 21-continued

6. Describe the procedure for running all XN lock (Assume these are no X nipples
above the XN).

7. What is the correct pulling tool for X and XN locks.

8. Give 2 reasons why the tool in question 7 is correct:

(1)

(11)
9. Describe pulling procedure for a 3 - 1/2 XX plug.

10. Prior to running an X lock selectively what 3 things should be checked

by the operator.
(1)

(11)

(111)

45
5 - 34