No: 41RO25601

Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 1 of 7

Design Overview
The Halliburton R® Running Tool is a shear-up-to-release running tool. It is designed to
locate and lock Halliburton R® or RN® lock mandrels into their respective landing nipples. It
makes lock mandrels selective by use of nipple locating dogs. The running tool is installed/
retrieved by standard wireline methods.

Design Principle
The running tool is designed to hold the lock mandrel in the unlocked position until the
desired nipple is reached. The running tool is then lowered through the nipple. As the run-
ning tool is pulled back through the nipple, it is moved from the selective to the control posi-
tion. When the running tool is in the control position, the keys on the lock mandrel are
spring-biased outward. Lowering the running tool back into the nipple allows the lock man-
drel’s keys to seek, and then shoulder, on the nipple profile. Downward jarring action is
designed to force the expander sleeve behind the keys, locking the lock mandrel into the nip-
ple. Upward jarring then shears the shear pin in the running tool’s core, releasing it from the
lock mandrel and allowing retrieval of the tool.

Attaching the Running Tool to the Lock Mandrel

Place the running tool in the control position. This is done by pulling down on the dog
retainer. This allows the dogs to drop into a recess in the main mandrel. The lug segment is
now in line with the recess in the dog retainer which permits the lug to move out. This
releases the core and allows it to move up and down. Place the lock mandrel in its com-
pressed position by pushing down on the fish neck until it is approximately 1 in. away from
the top edge of the key retainer sleeve. In this position, the keys of the lock mandrel are in
the out or locked position. Pull the core of the running tool down to the extended position
and insert an allen wrench in the top shear pin hole. Slide the lock mandrel over the core of
the running tool until the top of the packing mandrel shoulders against the enlarged area on
the core. Place a shear pin or punch through the packing mandrel and core. Remove the allen
wrench from the top shear pin hole mentioned above.

Push the lock mandrel (still compressed) and core up until the fish neck of the lock mandrel
shoulders against the lower end of the dog retainer. Hold the fish neck of the lock mandrel
against the lower end of the dog retainer, grasp the key retainer sleeve with the other hand,

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA
 No: 41RO25601
Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 2 of 7

and pull it away from the fish neck. With the lock mandrel pinned temporarily to the core,
the core is pulled down, which forces the retainer dogs out and into the fish neck of the lock
mandrel.

Install the upper shear pin in the running tool. This shear pin should be cut from .0625 in.
(1.58 mm) to .125 in. (3.17 mm) longer than the OD of the running tool so that it may be
bradded into the threads in the fish neck. Install the shear pin attaching the packing mandrel
of the lock mandrel to the lower end of the running tool core. As before, cut the shear pin
and center-punch it into the threads on the packing mandrel. Insert a punch into the upper
and lower holes that are 90o from the shear pin hole, and dimple the shear pins. File the shear
pins flush with OD of the tool.

Note At this time, the lock mandrel should be in the control position, which is indicated
by key springs biasing the keys outward.

Place a screwdriver blade between the bottom of the main mandrel subassembly and spring
housing. Twist the screwdriver so that the spring housing and main mandrel are further sepa-
rated. This relieves the spring load on the dogs. With this spring load relieved, press in on the
upper end of the dogs to pivot their down end outward. Remove the screwdriver. This allows
the spring housing to snap back against the main mandrel subassembly. The lock mandrel/
running tool is now in the run-in or selective position.

To ensure proper operation in both the running tool and the lock mandrel, the following
should be checked.

1. The locator dogs of the running tool should be fully expanded.

2. The keys of the lock mandrel should be fully retracted.
3. The shear pins should be center-punched and cross-punched to ensure that they stay in
place during the running operation.
4. The shear pins should be filed flush with the outside diameter of the running tool and the
lock mandrel.

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA
 No: 41RO25601
Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 3 of 7

Installation Procedure
The R running tool, lock mandrel, and subsurface control are made up onto a standard wire-
line tool string and lowered into the well. Each R nipple of the same size is detected as the
packing section of the lock mandrel passes through the packing bore of the nipple. The run-
ning tool holds the locking keys of the lock mandrel in a retracted position until a predeter-
mined landing nipple is reached.

When the predetermined R landing nipple has been reached with the tool string, the lock
mandrel and running tool must pass through the nipple. The tool string is then raised approx-
imately 5 to 6 ft (1.52 to 1.82 m) back through the nipple. As the running tool is pulled back
through the nipple, the locating dogs catch on the bottom end of the landing nipple. An
approximate strain of 200 lb (90.71 kg) above tool and line weight may be required to pull
the running tool up through the nipple. This force is transmitted through the locating dogs on
the running tool, which unlocks the core of the running tool and expands the retracted keys
of the lock mandrel.

Note The lock mandrel/running tool is now in the landing or control position.

The lock mandrel and running tool are then lowered back into the nipple. As the lock man-
drel again enters the nipple the 90° shoulder on the expanded locking keys engage the 90°
shoulder in the landing nipple profile to stop the lock mandrel and allow it to be set. The lock
mandrel is mechanically set and locked with downward jar action. This downward jar action
shears the upper shear pin in the running tool and allows the expander sleeve of the lock
mandrel to be driven behind the keys, locking them in the nipple recess. This downward
movement also releases the retainer dogs from engagement with the fish neck of the lock
mandrel.

Note Retainer dogs will not release the fish neck unless the core of the running tool has
moved 80% of its travel.

An upward strain on the wireline indicates that the lock mandrel is set. After it has been con-
firmed that the lock mandrel and control devices are set in the nipple, upward jar action
shears the lower shear pin, which attaches the lower end of the core of the running tool to the
lock mandrel. This allows the tool string to be returned to the surface.

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA
 No: 41RO25601
Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 4 of 7

Troubleshooting
If the operator is unable to locate in the nipple with the lock mandrel in the locating position,
these four things should be checked:

1. There could be weak key springs on the lock mandrel.

2. There could be a worn shoulder on the running tool mandrel, on the locating dogs, or on
both.
3. The bottom shear pin in the running tool may be sheared if there has been upward jar
action as the tool string passes the nipple restrictions above.
4. The expanded running tool dogs or lock mandrel keys are worn to the extent that they no
longer engage the nipple.

Disassembly Instructions
Components are identified on the Engineering Design Specifications and Drawing.

CAUTION The fish neck and the main mandrel are a matched subassembly. They are not interchange-
able with another part. Do not disassemble this unit unless necessary for repair.

Note Place the running tool in the control position by pulling down on the dog retainer
(9), allowing the dogs (11) to drop into the recess on the main mandrel (1). Slide the core (7)
up until the pin (2) appears through the access hole in the main mandrel fish neck.

1. Drive out the pin (2) and the retainer pin (3).
2. Remove the core (7).
3. With the core (7) removed, the retainer dogs (13) should drop out.
4. Relieve the spring (5) tension by placing the running tool back in the run-in or selective
position.

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA
 No: 41RO25601
Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 5 of 7

5. Unscrew the dog retainer (9) from the spring housing (6).

CAUTION When placing a wrench on the spring housing (6), take care not to crush the thin area of the
spring housing. It is best to place a strap wrench as a backup as close as possible to the main
mandrel fish neck.

6. Remove the dog retainer (9), the dogs (11), the split ring (10) and the spring (8) by slid-
ing them off of the main mandrel (1).
7. Remove the lug segments (12).
8. Remove the spring housing (6) and the spring (5) from the main mandrel (1).
9. Clean and inspect all of the parts for wear and damage.

Reassembly Instructions
1. Place the main mandrel (1) in a vise.
2. Place the spring (5) and the spring housing (6) over the main mandrel (1) from the
threaded end.
3. Place a round assembly tool or pipe, having the same OD as the main mandrel (1), hori-
zontally in the vise with approximately 10 in. (254 mm) extending from the vise.
4. Place the dog retainer (9) over the assembly tool with the lower end of the dog retainer
toward the vise.
5. Rotate the dog retainer (9) until the dog windows are at the top and bottom position.
6. Slide the dog retainer (9) away from the vise until approximately one-half of the dog
window is exposed beyond the end of the assembly tool or sleeve.
7. Install the lower dog (11) through the ID end of the dog retainer (9) then down through
the lower dog window.
8. Place a finger on the lower end of dog (11) and hold the dog up against the assembly tool
or sleeve.

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA
 No: 41RO25601
Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 6 of 7

9. Install the split rings (10) down through the upper dog window, fitting the slots in the
split ring over the ears of the dog (11).

CAUTION The slots in the split rings (10) are not in the center of the rings and therefore can be installed
backward. The split rings are correctly installed when the upper end of the split rings are
almost flush with the upper end of the dogs (11).

10. Install the upper dog (11) through the ID end of the dog retainer (9) then upward through
the upper dog window. Move the upper dog forward or backward until the ears on the
upper dog fit within the slots of the split rings (10).
11. Push the dog retainer (9) and the dogs (11) toward the vise until the end of the assembly
tool or sleeve is flush with the upper end of the dogs.
12. Install the spring (8) through the upper ID end of dog retainer (9). Position the end of the
first spring coil 90o from the dog windows in the dog retainer.

Note The closed and ground end coils of the spring (8) are larger than the upper ID end of
the dog retainer (9). Therefore the first closed end coil of the spring must be forced open and
started through the smaller upper ID end of the dog retainer. Once started, each coil of the
spring can then be pushed into the dog retainer.

Before a new spring (8) is installed, either in a new or old tool, the closed and ground end
coils must be permanently enlarged to work freely over the main mandrel (1) and inside the
dog retainer (9).

13. Check both ends of the spring (8) to confirm that the end coils do not overlap the next
coil. End-coil overlap can be corrected by placing a screwdriver blade between the
spring coils and then moving the screwdriver blade along the lead of the spring toward
the overlapped end.
14. Push the dog retainer (9) subassembly all the way on to the assembly tool or sleeve and
check for binding between the dog retainer subassembly and the assembly tool.
15. Pull the dogs (11) backward to compress the spring (8). When released, the dogs should
snap forward against the dog retainer (9). Dogs should also operate synchronously.
When one dog is pulled back, the other dog should follow.
16. Remove this dog retainer (9) subassembly, with the assembly tool still in place, from the
vise.
17. Place the main mandrel subassembly (1) vertically in the vise with the lower end looking
up.

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA
 No: 41RO25601
Basic Design and Maintenance Instructions Date: 8-13-98

R/N: 980803
Halliburton R® Running Tool
Page 7 of 7

18. Place the two lug segments (12) in the slots on the main mandrel (1), with the beveled
edges on the segments facing upward or toward the lower end of the main mandrel. Seg-
ments must be below flush with OD of main mandrel.
19. Place the assembly tool, with the dog retainer (9) subassembly, on top of the main man-
drel subassembly (1). Rotate the dog retainer such that the dogs (11) are 90o from lug
segments (12).
20. Using the assembly tool or sleeve as a guide, slide the dog retainer (9) subassembly off
the assembly tool and onto the main mandrel subassembly (1).
21. Depress the upper ends of the dogs (11) to disengage the dogs from the recess in the
main mandrel (1). This allows the dog retainer (9) subassembly to move down.
22. Screw the dog retainer (9) subassembly into the spring housing (6).
23. Place this entire assembly in the horizontal position with the dog retainer (9) in the vise.
24. Place a screwdriver or rod through the fish neck slots. Pull on the main mandrel subas-
sembly (1) until the dogs (11) engage on the shoulder of the main mandrel.
25. Rotate the main mandrel subassembly (1) until the retainer dog (13) windows are hori-
zontal.
26. Place the retainer dogs (13) through the bottom of the main mandrel and into the groove
inside the dog retainer (9).
27. Insert the core (7) into the main mandrel with the retainer pin (3) end toward the top of
the tool. Check the core for binding inside the main mandrel assembly (1).
28. Align the retainer pin (3) slot or hole in the core (7) with the slots in the fish neck and
main mandrel (1).
29. Install the retainer pin (3).
30. Push the core (7) with the retainer pin (3) upward until the retainer pin is in line with the
drilled access hole in the side of the fish neck and the main mandrel.
31. Insert the cross pin (2) through the access hole of the fish neck. Then through the core
(7) and the retainer pin (3).
32. Brad the cross pin (2) on both sides of the core (7), making sure that the cross pin does
not drag within the ID of the main mandrel (1).

Note Bradding of the cross pin (2) can be accomplished by placing a large punch verti-
cally in a vise and holding the assembly horizontally over the punch. The punch must pass
upward through the access hole in the fish neck and rest against the core (7) and the bottom
of the cross pin. Bradding is done with a small punch on the top of the cross pin. The assem-
bly is flipped over to brad the pin on the opposite side.

These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 1998 Halliburton Company Dallas, Texas, USA