Model TRSV

Date 23 September 2020

Revision 6.1
Written By C. Golsch
Approved By Win Sides

Technical Operating Manual

For

Optimax, Optimax Select, & Optimax Z-Series

Tubing Retrievable Safety Valves

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
1 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Table of Contents
1. Description................................................................................................................................................................. 3
Fail Safe Setting Depth (FSSD) Calculation: ................................................................................................................ 3
2. Assembly Procedures ............................................................................................................................................... 4
Assembly Testing .......................................................................................................................................................... 4
Drift ................................................................................................................................................................................ 4
3. Disassembly Procedures ........................................................................................................................................... 4
4. Handling & Storage ................................................................................................................................................... 5
Recommended Handling Guidelines ............................................................................................................................ 5
Shipping Guidelines ...................................................................................................................................................... 5
Storage Guidelines........................................................................................................................................................ 5
Cross-Over Flow Coupling Torque Procedure .............................................................................................................. 6
5. Hydraulic Control Line Fluid ...................................................................................................................................... 8
Special Considerations ................................................................................................................................................. 8
6. Maintenance / Service Testing .................................................................................................................................. 9
Maintenance .................................................................................................................................................................. 9
Service Testing ............................................................................................................................................................. 9
7. Running and Pulling Procedures ............................................................................................................................. 10
Running Procedure/Opening and Closing Procedures ............................................................................................... 10
Preparations for running the valve; while on the rig floor verify the following: ........................................................ 10
Running the Valve with Zero Differential Pressure Across Valve ........................................................................... 10
Running the Valve with Differential Pressure Across Valve .................................................................................... 11
Operating Procedures ................................................................................................................................................. 11
Tubing pressure sensitive valve .............................................................................................................................. 12
Tubing pressure insensitive valve ........................................................................................................................... 12
Control Line Fitting Installation to the Safety Valve .................................................................................................... 13
Jam Nut and Externally Checkable Jam Nut ........................................................................................................... 13
Primary: Jam Nut Fitting .......................................................................................................................................... 14
Optional: Externally Checkable Jam Nut Fitting ...................................................................................................... 14
Optional: Autoclave KCGL Fitting............................................................................................................................ 15
Pulling Procedure for the TRSV .................................................................................................................................. 15
8. Trouble Shooting ..................................................................................................................................................... 16
Excessive Opening Pressures .................................................................................................................................... 16
Unable to open valve .................................................................................................................................................. 16
Surface Control System .............................................................................................................................................. 19
Control Line Leak ........................................................................................................................................................ 20
Valve Leaking/Sticking ................................................................................................................................................ 22
9. Field Repair ............................................................................................................................................................. 24
10. Valve Redress .................................................................................................................................................... 24
11. Valve Repair ....................................................................................................................................................... 24
General Requirements ................................................................................................................................................ 24

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
2 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

1. Description
The Optimax™ Tubing Retrievable Safety Valves are self-equalizing or non-equalizing tubing mounted safety valves.

These valves are designed to minimize the loss of reservoir resources, or production equipment resulting from
catastrophic surface or subsurface events, by shutting in the well. This is achieved by design; the normally closed
safety valves are controlled from the surface via a hydraulic control line that extends from the valve, through the
wellhead to a surface controlled emergency closure system. Hydraulic pressure applied through the control line
maintains the valve in the opened position. Removal of control line pressure returns the valve to its normally closed
position. Setting depth directly affects the operational characteristics of the valve. Therefore, these valves are offered
in various setting depth configurations to ensure that failsafe operation is achieved.

Maximum fail safe setting depths have been calculated considering seawater as the heaviest fluid gradient in the
completion. Completions utilizing annulus fluids may offer fluid gradients greater than that of seawater. Failsafe
closure is directly affected by and dependent on the level of hydrostatic pressure developed by these fluids and
should be adjusted accordingly to accommodate heavier fluid gradients in the annulus in the event that the control line
should break.

Fail Safe Setting Depth (FSSD) Calculation:

Total Piston Area (in2): A

Sea water Gradient (psi/ft): Gsw
Hydraulic Fluid Gradient (psi/ft): Ghf
Safety Factor: SF
Spring Force (lbs): Fs
Pressure due to Spring Force @ closed (psi): P=Fs/A
Max FSSD w/ Salt Water in Control line (ft): P/[(Gsw)*(SF)]
Max. FSSD w/ Hyd. Fluid in Control line (ft): P/[(Ghf)*(SF)]

Optimax™ Tubing Retrievable Safety Valves are offered with a full compliment of remediation tools to either lock the
valve opened or establish hydraulic communication.

The Optimax™ Lock Open Tool permanently locks the valve in the full opened position allowing the valve to be pulled
from the well or accept an Optimax™ Wireline Retrievable Safety Valve, a separation sleeve, or any other equipment
that may require the safety valve to be permanently locked open.

The Optimax™ Communication Tool is used to penetrate the tubing retrievable safety valve’s hydraulic Piston bore,
establishing control line pressure to the bore of the valve. This allows the existing hydraulic control system utilized for
the tubing retrievable safety valve to be used to operate the Optimax™ Wireline Retrievable Safety Valve set within
the tubing retrievable valve, providing continued failsafe operation.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
3 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

2. Assembly Procedures
Assembly should only be performed by qualified personnel at an authorized WCS service center. For
assembly instructions please refer to separate document for that specific valve.

Assembly Testing
Functional testing per Engineering Test Procedures ETP-SRO-F001 shall be performed on every
monogrammed safety valve prior to shipping from manufacturing facility. This procedure has been developed
using API-14A and internal quality assurance standards. Test information will be found on form ETP-SRO-
F001 located in valve packet.

Drift
Refer to the latest version of engineering design standards EDS-003 for appropriate drift bar sizes and
tolerances.

3. Disassembly Procedures
Disassembly should only be performed by qualified personnel at an authorized WCS service center. For
disassembly instructions please refer to separate document for that specific valve.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
4 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

4. Handling & Storage

Recommended Handling Guidelines

Damage resulting from the mishandling of SCSSV equipment, rendering dents, gouges and or nicks can be
detrimental to a components ability to resist stress corrosion and cracking, regardless of the material type.
Stainless and nickel-based materials are more susceptible to surface damage due to galling and cold working at
metal-to-metal and high-pressure contacts such as thread connections. Galling is aggravated by nicks and dings.
File, grind or sand any and all such damaged areas completely to blend the damaged surface into the
surrounding area.

If there are questions regarding the acceptability of a repair (i.e. reduced wall thickness in the Bottom Sub,
damage to critical contact surfaces on threads, etc.), consult Weatherford’s completions engineering group for
guidance.

Shipping Guidelines

1. Ensure Thread Protectors are installed at both ends of the safety valve prior to any movement, shipping
or handling of any kind.

2. If hydraulic control line test fluid is different than hydraulic fluid utilized in the field, remove all hydraulic
control line test fluid from the system before shipping.

3. Ensure a plug is installed into the control line port of the hydraulic chamber housing to prevent any debris
from contaminating the hydraulic cylinder, minimizing hydraulic seal damage.

Storage Guidelines

1. Inspect all tools when received

2. Verify that a pipe plug has been installed into the control line port. The control line port must remain
plugged when the valve is not being tested. Plugging the control line port will prevent debris from
contaminating the hydraulic Piston bore.

3. Store all tools in a closed, dry, temperature-controlled environment

4. Store tools vertically, when possible, with an open-ended protector at the bottom to allow for moisture
drainage.

5. Thoroughly dry tools tested with water and coat ID’s and OD’s with corrosion inhibitor or oil.

6. File all gouges and burrs without reducing the original OD

7. Store spare elastomeric and rubber components in sealed bags away from direct sunlight, ultraviolet
light, or electric motors or generators. Always reseal the bags containing elastomeric components.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
5 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Cross-Over Flow Coupling Torque Procedure

While making up Cross-Over Flow Couplings to the top and bottom end connections of a tubing mounted safety
valve, it is important to follow the procedure below. Gripping the safety valve OD in the wrong place could
severely damage parts of the safety valve that are required for pressure and operational integrity downhole.
Failure to follow this procedure could be detrimental to the integrity of any of the WFT metal sealing connections
or reduce the rated working pressure of the safety valve.

For Optimax Safety Valve:

Grip Here
Grip Here

Top Sub Bottom Sub

Top Tubing WFT Thread WFT Thread WFT Thread Bottom Tubing
Thread Thread

Cross-Over Flow Coupling to Top Sub

As specified in diagram above, grip OD of Top Sub.

Cross-Over Flow Coupling to Bottom Sub

As specified in diagram above, grip OD of Bottom Sub.

NOTE: NON-MARKING TONG JAWS ARE RECOMMENDED ON ALL SAFETY VALVE OD’s.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
6 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

For Optimax Select and Optimax Z-Series Safety Valve:

3” Grip
Grip 6” Max Here
Here Do Not Exceed
3.00 [76.20] From Taper

Top Tubing WFT Thread WFT Thread Bottom Tubing

Thread Thread

NOTE: NON-MARKING TONG JAWS ARE RECOMMENDED ON ALL SAFETY VALVE OD’s.

Cross-Over Flow Coupling to Chamber Housing

As specified in diagram above, grip OD of Chamber Housing.

Cross-Over Flow Coupling to Bottom Sub

As specified in diagram above, grip OD of Bottom Sub.

Do not allow tong jaws to grip more than 3.00 [76.20] from the taper.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
7 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

5. Hydraulic Control Line Fluid

The proper selection of a hydraulic control line fluid is critical to the operation of a surface controlled subsurface safety
valve SCSSV. Factors relating to the well and the specific properties of the hydraulic control line fluid chosen may
have an impact on valve performance, such as increased closure response time.

Cleanliness - Hydraulic fluids must remain clean and free from solids to minimize the potential for seal wear and or
damage. Hydraulic fluids should maintain a cleanliness consistent with NAS-1638 Class 7 or better.
A filtering system with a suction filter of 40 microns or better may need to be installed into the
hydraulic system to achieve the required hydraulic fluid cleanliness.

Response Time – The duration of time that elapses from the instant surface pressure is released to closure of the
SCSSV. Factors that directly influence response time are control line length, control line size
(determined by wall thickness), fluid viscosity, and well temperatures, amid other considerations.
(Lower viscosity fluids may need to be considered in unusually cold environments or for
completions where excessively long control lines are utilized.)

Temperature Effects – Primarily temperature effects alter the viscosity of the hydraulic fluid, however, the fluid
selected must also remain thermally stable if elevated temperatures are a factor. At extreme
temperatures, oil based hydraulic fluids may tend to break down, leaving deposits on wetted
components. Therefore, ensure the fluid selected is stable beyond the operating temperature
for which it will be exposed.

Water-Based Hydraulic Fluid – Control line fluids that primarily consist of 50-75% water, 25-50% glycol, and
between 0-10% corrosion additives. Water based fluids are widely used in sub
sea applications for environmental consideration and for low viscosities, to
minimize response time in longer sub sea control lines. However, metallic
components exposed to water-based control line fluids may corrode, therefore,
careful selection of metallurgy exposed to the fluid in combination with corrosion
inhibitors added to the fluid will minimize correctional effects.

Special Considerations

Water-based control line fluids require special handling to prevent contamination either by debris or from other
hydraulic control fluids. Avoid cross contamination of water-based control line fluid with hydrocarbon-based
fluids (oil, grease, diesel, etc.). If a new SCSSV is required to utilize a water-based hydraulic fluid, the safety
valve manufacturer must be notified in advance of the intent to use a water-based hydraulic fluid to ensure
proper SCSSV preparation (See API 14A/ISO 10432:1999 Annex F, Checklist of Suggested Ordering
Information for SSSV Equipment). For redress of SCSSVs, only those lubricants specified by the fluid
manufacturer should be used in or around the hydraulic control fluid chamber.

Recommendations specific to control line fluid applications can be obtained from Weatherford’s Completions
Engineering Department. This document includes some typical hydraulic fluids used for SCSSV application and
their respective properties.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
8 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

6. Maintenance / Service Testing

Maintenance

To ensure proper valve operation after installation in a well, a maintenance program should be established. API
RP 14B, the most current edition, will provide guidance with respect to maintenance/service testing frequency.
Service conditions may dictate that more frequent operation of the valve is necessary. NOTE: Only qualified
personnel should perform Service testing.

As a routine function of the maintenance program, all accessible control line connections should be checked for
leakage. Additionally, the control line fluid should be kept clean and free from debris, which could cause seal
damage. NAS CLASS 7 or better is recommended, or consult with specific client requirements on fluid
cleanliness levels.

Service Testing

NOTE: Only qualified personnel should perform Service testing.

Service testing an installed valve includes cycling the valve through one complete cycle, opening the valve and
closing the valve in the well. Periodic service testing will minimize the potential for wellborn deposits to
accumulate in and around critical dynamic components in the valve.

Record the opening and closing pressures in a log for future reference. Use this recorded pressure as the basis
of comparison over the valve’s life to monitor friction in the valve. Increased opening pressure and decreased
closing pressure may indicate that scale, sand, or some other deposits are building up in the valve.

If a valve fails to close, open or malfunctions in any other way, a failure report form must be filled out.

Complete the trouble shooting guide per section 8 to determine the appropriate course of action. Required
actions may include exercising, flushing, lock out and communication in preparation for running an insert valve or
pulling the valve for repair or replacement.

API monogrammed safety valves in need of repair must be sent to an authorized service center for repair.

Once a valve has been pulled from the well proper handling procedures should be followed to ensure further
damage to the valve does not occur. Reference the Handling & Storage procedures manual.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
9 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

7. Running and Pulling Procedures

Running Procedure/Opening and Closing Procedures

Preparations for running the valve; while on the rig floor verify the following:

1. Record Valve Type, Model, and Serial Number.

2. Verify setting depth calculations with operating pressures (Refer to Operational Data Manual/ Fail Safe
Setting Depth (FSSD) Calculation.
3. Visually inspect the Safety Valve prior to running in the well to identify any potential damage resulting
from shipment or handling on the rig floor. File, grind or sand any and all torque teeth indentations,
wrench marks or scratches on the OD of the valve to blend the damaged surface into the surrounding
area and provide a smooth surface reducing potential for stress corrosion cracking.

If there are questions regarding the acceptability of a repair (i.e. reduced wall thickness in the Bottom Sub,
damage to critical contact surfaces on threads, etc.), consult Weatherford’s completions engineering group
for guidance.

4. Prior to running the valve ensure all transportation devices (Thread protectors, plugs, etc.) are removed.
5. Install the control line fitting (See Control Line Fitting Installation below) and attach the control line to a
pump. Open the valve by applying hydraulic pressure through the control line per Operating Procedures
below. While in the open position, hold hydraulics on the valve for ten minutes to verify Piston seal
integrity. Bleed hydraulic pressure to zero to close the valve and record the returns volume. Record the
opening, hydraulic hold open and closing pressures.

NOTE: REFER TO SUPPLIED VALVE ATTRIBUTES FOR OPENING AND CLOSING PRESSURES.

6. Replace the control line fitting with plug if the valve is not to be run at this time.

Running the Valve with Zero Differential Pressure Across Valve

1. If the Flow Couplings have been previously installed to the Safety Valve, position the Safety Valve in
the tubing string and torque as required. Do not grip on the Safety Valve OD’s.
2. If the Flow Couplings are being installed at the rig site, use strap or chain wrenches to attach them to
the Safety Valve hand tight prior to final torque, (see diagram of Cross-Over Flow Coupling Torque
Procedure in this manual for gripping locations on the Safety Valve). Non-marking tong jaws are
recommended on the Safety Valve OD’s.
3. Verify tubing thread connections receive appropriate torque values for make-up.
4. Install control line fitting and control line to the valve (Refer to control line fitting installation in this
manual).
5. Apply full opening pressure to the hydraulics to maintain the valve opened while tripping tubing and
control line down hole.
6. Clamp or band the control line to the tubing as required, maintaining the control line tight and close to
the tubing. Extreme care must be exercised to prevent control line damage while running.
7. Prior to setting the tubing hanger, bleed hydraulics to zero. Cut sufficient control line length to thread
through the tubing hanger if applicable, or make up to the hanger using the appropriate fittings.
8. Once the control line has been reattached to the rig’s hydraulic control system, apply hold open
pressure, per Operating Procedures below. Block the valve in to maintain the valve in the opened
position.
9. Monitor hydraulic pressure for ten minutes for any deviations from the blocked in pressure.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
10 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Running the Valve with Differential Pressure Across Valve

Note: To open the valve with differential pressure, the differential must be equalized to less than 20
psi across the Flapper prior to opening.

1. When the valve is positioned for make up to the tubing string use a strap or chain wrench, if necessary,
to make the valve up to the tubing string. Do not use pipe wrenches on critical ODs if possible.
2. Verify tubing thread connections receive appropriate torque values for make-up.
3. Install control line fitting and control line to the valve (Refer to control line fitting preparation and
installation in this manual).
4. Apply hold open pressure, per Operating Procedures below, to the valve hydraulic control line to
maintain the valve opened while tripping tubing and control line down hole.
5. Clamp or band the control line to the tubing as required, maintaining the control line tight and close to
the tubing. Extreme care must be exercised to prevent control line damage while running.
6. Prior to setting the tubing hanger, bleed hydraulics to zero. Cut sufficient control line length to thread
through the tubing hanger if applicable, or make up to the hanger using the appropriate fittings.
7. For a valve with a self-equalizing feature, apply hold open pressure, per Operating Procedures below,
to hydraulics once the control line has been reattached to the rig’s hydraulic control system. If the valve
does not have a self-equalizing feature, pump down through the valve until the valve has been equalized
to less than 20 psi differential. Block the control line in to maintain the valve in the opened position.
8. Monitor hydraulic pressure for ten minutes for any deviations from the blocked in pressure.

Operating Procedures

The operating pressures can either be tubing pressure sensitive or insensitive (see attribute page). If a valve is
tubing pressure sensitive, then the internal well bore pressure will need to be overcome in order to open the
closure mechanism. A tubing pressure insensitive valve operates independently of the well bore pressure which
means that the shut in tubing pressure does not need to be added to the opening pressure. If the valve does not
have a self-equalizing feature, pump down through the valve until the valve has been equalized to less than 20
psi differential.

Definitions:

SITP: Shut In Tubing Pressure (psi)

HCFG: Hydraulic Control Fluid Gradient (psi/ft)
TVD: True Vertical Depth or actual valve setting depth (ft)

Variable Attributes (specific to valve from provided attributes sheet):

OPEN: OPENING PRESS MAX TEST RACK WITH ZERO TUBING PRESS (psi)
CLOSE: CLOSING PRESS MIN TEST RACK WITH ZERO TUBING PRESS (psi)
MACLP (Max Allowable Control Line Press): CONTROL CHAMBER PRESSURE MAXIMUM AT MAX TEMP
(psi)

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
11 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Tubing pressure sensitive valve

Hold open pressure

At the valve (psi):

Minimum: OPEN + SITP + 500psi
Maximum: MACLP

At the surface (psi):

Minimum: OPEN + SITP + 500psi – (HCFG x TVD)
Maximum: MACLP – (HCFG x TVD)

Closing pressure

At the valve (psi):

Minimum: CLOSE + SITP

At the surface (psi):

Minimum: CLOSE + SITP – (HCFG x TVD)

Tubing pressure insensitive valve

Hold open pressure

At the valve (psi):

Minimum: OPEN + 500psi
Maximum: MACLP

At the surface (psi):

Minimum: OPEN + 500psi – (HCFG x TVD)
Maximum: MACLP – (HCFG x TVD)

Closing pressure

At the valve (psi):

Minimum: CLOSE

At the surface (psi):

Minimum: CLOSE – (HCFG x TVD)

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
12 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Control Line Fitting Installation to the Safety Valve

Jam Nut and Externally Checkable Jam Nut

1. Use a tube cutter to cut the control line and verify the cut is square and free from burrs both internally
and externally.
2. Remove the pipe plug from the hydraulic chamber housing control line port.
3. Slide the jam nut over the control line.
4. Slide the back ferrule over the control line; ensure that the smaller shoulder is toward the cut end of the
control line (see diagram).
5. Slide the front ferrule over the control line, with the tapered end toward the cut end of the control line.
6. Examine the control line and the Jam Nut components to ensure they are free from debris.
7. Insert the end of the control line into the hydraulic chamber housing control line port. Make sure the
control line has been inserted to its deepest point and lightly hold in place.
8. Next slide the front and back ferrules into the hydraulic chamber housing control line port.
9. Move the jam nut into position and make it up in the control line port hand tight.
10. Tighten the jam nut with a wrench until either the torque value or turn position from the chart below is
achieved based on the control line material. The chart is for ¼” control line with either 0.049” or 0.065”
wall thickness.
11. Back the jam nut out to inspect the ferrules, ensuring they have properly crimped the control line. The
ferrules should not slide up or down the control line.
12. File the end of the control line slightly, in a downward facing direction, to remove between 0.01” – 0.03”
(1/64” – 1/32”) of material, being careful not to introduce debris to the system. Clean the end of the
control line to remove any filings.
13. Reinstall and tighten the jam nut as before using the chart below.
14. Connect the other end of the control line spool to a hand pump and apply either full open pressure or
test pressure to the valve. Block in the pressure and monitor the fitting for ten minutes to verify Jam
Nut seal integrity.

OD Wall Position Torque Value Torque Value

(inches) Alloy Thickness Fitting Type Turn Position Tolerance (ft-lbs) Tolerance (ft-lbs)
0.25 316 0.049 JN 1 1/2 +/- 1/16 27.5 +/- 1.5
0.25 625 0.049 JN 1 3/8 +/- 1/16 26 +/- 2.0
0.25 825 0.049 JN 1 3/8 +/- 1/16 27 +/- 2.0

0.25 316 0.065 JN 1 1/2 +/- 1/16 34 +/- 2.0

0.25 625 0.065 JN 1 3/8 +/- 1/16 34 +/- 1.0

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
13 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Primary: Jam Nut Fitting

Optional: Externally Checkable Jam Nut Fitting

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
14 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Optional: Autoclave KCGL Fitting

1. Use a tube cutter to cut the control line, verify the cut is square and free from burrs.
2. Cone and thread tubing per Parker Autoclave Threading instructions using the high pressure kit KMCT-
HT. The extra allowance for engagement will be 0.50 inches for the ¼” control line.
3. Slide collet assembly onto control line and install collar leaving one to two threads exposed between the
collar and the cone.
4. Apply moly spray to male threads on gland nut.
5. Torque gland nut to 25 ft-lbs.

Pulling Procedure for the TRSV

1. Apply maximum control line pressure to the valve. Maintain the valve in the open position.
2. Begin tripping out tubing.
3. Remove control line straps as they become available and wrap the control line on a spool while the
tubing is being pulled.
4. At the tubing hangar bleed hydraulics, and remove the control line from the hanger.
5. Re-establish hydraulic communication with the valve, maintain hold open pressure.
6. At the valve bleed hydraulics and disconnect the control line fitting.
7. Remove the valve from the tubing string.
8. If the valve will not open, refer to the Trouble Shooting Manual for guidance.
9. If the valve remains inoperable, refer to the Lock Out Procedure Manual.
10. Once the valve has been locked–out, retract the valve as outlined in steps 2 through 7.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
15 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

8. Trouble Shooting
The purpose of this procedure is to document the minimum steps required to properly troubleshoot a Subsurface
Safety Valve that is experiencing operational problems. Historically, valves have been locked open and
communicated prematurely due to lack of a proper failure investigation prior to abandoning the valve.

Excessive Opening Pressures

1. Refer to required control line pressures to open the valve. This is pressure at the valve, not at the wellhead.
Hydrostatic pressures must be considered when determining the opening and closing pressures at the
valve.
2. Verify/Test the instrumentation measuring the opening and closing pressures to ensure its accuracy.
3. Confirm the valve has been fully equalized. If a differential pressure exists (i.e. upstream pressure
trapped below the Flapper in excess of downstream pressure), the opening pressure of the valve will
increase. With the valve fully equalized, open and close the valve five (5) times recording the full open
hydraulic pressure each time. If the average opening pressure is unacceptable, contact the nearest WCS
service center.

Unable to open valve

1. Isolate valve from other valves on platform.

a. Make sure that the valve in question is not being affected by other valves. If possible operate valve
with a hand pump at the wellhead rather than through the panel.
2. Close production wing valve.
a. Make sure that the tree is closed in and that pressure can be applied above the valve. If the valve
cannot equalize the pressure above the flapper it will not open. The piston area of the operating piston
is very small and the area of the flapper is very large so any differential across the flapper will not allow
the valve to open.
b. In the case of an equalizing valve having the wellhead open will not allow it to equalize the pressure
across the flapper. It will just produce through the equalizing poppet at a very greatly reduced rate.
3. Pressure up CL and monitor pressure response.
a. When pressuring up the control line, monitor how fast the pressure increases. If the pressure increase
is very rapid (2-5 strokes of the pump depending on valve depth) there may be an issue in the surface
control system. Refer to the section on trouble shooting surface control system.
b. If the pressure build up hesitates at 400-600 PSI above the shut in tubing pressure but for only a stroke
or two of the pump it indicates that the flow tube is stroking from the closed position to the point where
it contacts the flapper. This would indicate an equalizing problem. If the valve is an equalizing model
it could indicate that the equalizing poppet is plugged and the valve must be equalized from the
surface. If it is a non-equalizing valve this indicates that the valve is not fully equalized and the valve
must be fully equalized.
4. Rapid Increase in CL Pressure (YES)
5. Check Wellhead Valve on CL
a. Check that valve on CL at wellhead is open. If possible remove valve and make sure it is operating
properly.
6. Rapid Increase in CL Pressure (NO)
7. Equalizing Valve (YES)

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
16 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

8. Observe Tubing and CL Pressure

a. The flow area of the equalizing poppet is very small and it could take a considerable amount of time
for the pressure to equalize across the flapper. Depending on the setting depth of the valve, tubing
size and the fluid type in the well, this time could be over an hour.
b. If, after monitoring for 15 minutes, there is no increase in pressure proceed with equalizing the valve.
9. Pressure Increasing (YES)
10. Continue to observe tubing and CL until pressure Stabilizes.
a. Monitor the tubing pressure until it has stabilized for a minimum of 10 minutes. This indicates that the
valve is equalized.
b. Monitor control line pressure and watch for a drop in pressure or for the pump to stroke when the tubing
pressure has stabilized. This indicates that the valve has opened as the additional pump strokes are
shifting the flow tube to the full open position.
c. If there is no drop in control line pressure and the pump does not stroke, review the calculated opening
pressure and make sure that the tubing pressure is not higher than provided by the company man.
11. Equalizing Valve (NO)
12. Pressure Increasing (NO)
13. Valve Open (NO)
14. Pressure up above flapper to equalize valve.
a. Make sure the source of equalizing fluid has a higher pressure than the Shut-in Tubing Pressure of
the well. The flapper must be fully equalized to open. The piston area of the operating system is very
small and will not open the flapper against any differential pressure. For example, the area of the
flapper in a 3-1/2” valve is approximately 129 times the piston area.
b. Again make sure the production wing valve is closed.
c. Pressure up tubing until pressure stabilizes. Continue to pump as another attempt is made open the
valve. As all of our valves are flapper type, once the valve is equalized fluid will go through the flapper.
By continuing to pump as the next attempt is made to open the valve you will assure that the valve is
open.
15. Does CL pressure drop (pump stokes) (NO)?
16. Pressure up above flapper to equalize valve.
a. Make sure that equalizing pressure is high enough. If a well has been shut in for a period of time the
pressure below the flapper can be higher than normal shut in pressure and may require more than
normally seen on the well.
b. If well is equalized and valve is still not opening go to surface control system section.
c. If after checking surface system without success, an exercising tool may be required to get the flow
tube to move. There could also be a blockage in the control line at the hanger or below. On new wells
stick a wire in the control port in the tree to make sure it has been drilled all the way through. Believe
it or not, this has happened before.
17. Does CL pressure drop (pump stokes) (YES)
18. Cycle pressure on CL several times and observe results.
a. You should be able to see the flow tube move by observing the pressure build up in the Control Line.
If the pressure build up slows down at the pressure between fully closed and fully open calculated
pressures the valve is opening.
b. Cycling the valve several times will help make sure that any scale or other debris that may have been
hampering the closure is removed and the valve is operating properly. Measure the control line returns
and compare them to previous values to determine if the flow tube is moving further with each cycle.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
17 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Unable to open
Valve
Valve Serial Number:____________
Valve Type:____________

Most recent SITP:____________

Isolate Valve
Issolate Valve
Valve Hold Open Pressure (HOP):__________ from other valves
on platform
Expected Opening Pressure
(SITOP+HOP):______________

Close Production
Wing Valve

Pressure Up CL
and monitor
Open CL Valve pressure response Does CL
pressure drop
(pump stroke)?

Yes Yes

No Cycle pressure on
CL several times
Check Wellhead Rapid Increase in CL and observe
Open? Yes
Valve on CL Pressure? results.

No
Is valve
operating?
Pressure Observe Tubing Equalizing
Yes
Increasing? and CL Pressure Valve?

Yes No No

Continue to
observe tubing Pressure up above No
and CL until Valve Open? No flapper to equalize
Pressure valve
Stabilizes

Continue to
observe tubing
Complete Yes and CL until
Pressure in Tubing
Stabilizes

Yes

Go to Panel
Trouble Shooting
Flow Chart

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
18 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Surface Control System

1. Isolate valve from rest of panel.

a. Always try and isolate the valve you are working with from all the others on the platform to ensure that
you are looking at the correct data. It is not unheard of for panel to be plumbed wrong so that you think
you are opening no. 1 when you are actually going to no. 5.
2. Disconnect CL at tree and pump a volume of fluid. Catch fluid sample.
a. This step is to ensure that fluid is actually reaching the tree from the panel.
b. The amount of fluid depends on the cleanliness of the fluid. If it is dirty or a milky white you need to
pump until is cleans up. Keep a sample of the dirty fluid for later analysis.
3. Does fluid pump through CL? (NO)
4. Remove valve at tree and check if it is open and clean.
5. Valve open and clean? (NO)
6. Clean or replace valve.
a. Valve may be acting as a filter and have become clogged.
b. Restart procedure.
7. Valve open and clean? (YES)
8. Trace CL from wellhead to panel checking for damage. Pump through any splices.
a. There could be a blockage at some point in the line between the panel and the wellhead. If possible
pump through the line half way to the panel to isolate where the blockage is. If there are not any splices,
cut line and splice a various places to trace blockage.
b. If there is physical damage to the line, cut out the damaged section and repeat process from item 2.
9. Damage/Blockage? (YES)
10. Repair Damage.
a. Return to step 2.
11. Damage/Blockage? (NO)
12. Check Pump Output.
a. Make sure that fluid is being provided by the high pressure pump in the panel.
13. Pump Output OK? (NO)
14. Replace Pump.
a. Repair or replace pump and return to step 2.
15. Does fluid pump through CL? (YES)
16. Sample Clean? (NO)
17. Flush panel and lines to clean fluid.
a. Go back to step 2.
18. Pump Output OK? (YES)
19. Sample Clean? (YES)
20. Pressure test line and panel, separately, to panel rating.
21. Check accuracy of gauges.
a. Pay attention to pressure difference between panel and separate calibrated gauge. Panel gauges are
notorious for being out of calibration by large amounts due to the environment and lack of maintenance.
b. Make sure to first flow through the control line from the panel to the tree. If not possible replace the CL
to wellhead.
22. Pressure test OK? (NO)
23. Repair Panel/Pump
24. Pressure test OK? (YES)
25. Problem is not with the surface control system and may be at the wellhead or below.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
19 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Surface Control System

Isolate Valve from

rest of panel

Diconnect CL at
tree and pump a
Clean or replace
volume of fluid.
No valve.
Catch fluid
sample.

Remove valve at Does fluid

Valve open and
tree and check if it No pump through
clean?
is open and clean CL?

Yes Yes
Trace CL from
Wellhead to panel
checking for Flush panel and
Sample Clean? No
damage/blockage. lines to clean fluid.
Pump through at
any splices.

Yes Pressure Test Line

Damage/ Check Pump and panel, Check accuracy of
No
blockage? Output seperately, to gauges.
panel rating.
Yes
Yes

Pump Output Pressure Test Repair Panel/

Repair Damage. No
OK? OK? Pump.

No Yes

Problem is not with

Replace Pump the surface control
system.

Control Line Leak

1. Isolate valve from rest of panel.

2. Disconnect CL at tree and pump a volume of fluid. Catch fluid sample.
a. Pump fluid until clean fluid.
b. Catch sample of initial fluid if dirty.
3. Block CL at tree and pressure test panel and line to panel working pressure.
4. Pressure test OK? (NO)
5. Trace leak in control line.
a. Hold pressure on CL until leak is traced.
b. Repair CL and restart at step 3.
6. Pressure test OK? (YES)

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
20 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

7. Pressure test CL port at tree.

8. Pressure test OK? (NO)
9. Fault is at tree.
a. Repair tree or live with leak.
10. Pressure test OK? (YES)
11. Fault is below tree at one of the two connectors or in the CL itself. No remedy.

Control Line Leak

Isolate Valve from

rest of panel

Diconnect CL at
tree and pump a
volume of fluid.
Catch fluid
sample.

Block Control line

at tree and
pressure test
panel and line to
panel working
pressure

Trace leak in Pressure Test

No
control line. OK?

Yes

Pressure test CL
port at tree.

Pressure Test
Fault is at tree. No
OK?

Yes

Fault is below tree

at one of the two
connectors or in
the CL itself. No
remedy.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
21 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Valve Leaking/Sticking

1. Isolate valve from rest of panel

2. Pressure CL to determine if flow tube is moving or is stuck.
3. Flow tube stuck? (YES)
4. Cycle pressure to maximum rating and remove rapidly with full tubing pressure on valve.
a. This is to try and unstuck the flow tube. If valve is stuck in the closed position try this step with zero
tubing pressure and then again with full tubing pressure. If pressure on CL indicates a slight movement
of the flow tube with zero pressure, cycle the valve at this point several times to work out any debris
and then try with a fully equalized valve. See Section on Unable to Open Valve for trouble shooting
steps from here on.
5. Any change in the operating parameters? (YES)
6. Continue to cycle pressure until operation is fully restored.
7. Any change in the operating parameters? (NO)
8. Deploy exercising tool to get flow tube moving.
9. Flow Tube Stuck? (NO)
10. Determine if wireline work has been conducted.
a. Due to the normal inaccuracy of panel gauges it is not unheard of for valves to be partially open during
wireline work and have the flapper cut by the wireline. Also, if the valve closes on the wire by accident
it will damage the flapper to seat seal and cause the valve to leak.
11. Wireline work? (YES)
12. Flapper is probably cut by wireline.
13. LO and COM. Install insert.
14. Wireline work? (NO)
15. Slam valve several times to try and clear any debris that may be on flatter seat.
a. Could have sand or scale on flapper seat and slamming could remove debris.
16. Valve still leaks? (YES)
17. Go to step 13.
18. Valve still leaks? (NO)
19. Put well on line.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
22 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Valve Leaking/Sticking

Isolate Valve from

rest of panel

Continue to cycle Pressure CL to

pressure until determine if flow
operation is tube is moving or
restored. is stuck.

Cycle pressure to
Yes maximum rating
and remove Flow Tube
Yes
rapidly with full Stuck?
tubing pressure on
valve.

Any change in Determine if

operating wireline work has
perameters? been conducted.

No

Slam valve several

Deploy exercising times to try and
tool to get flow Wireline Work? No clear any debris
tube moving. that may be on
flapper seat

Yes

Flapper is
Valve still
probably cut by
leaks?
wireline.

No
Yes

LO and COM.
Put well on line.
Install insert.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
23 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

9. Field Repair
Field repair of the valve is not permitted.

10. Valve Redress

Redress refers to the replacement of seals, control line fittings, or adapters which do not involve the disassembly of a
body-joint connection (API RP 14B).

Only “Qualified Personnel” must perform a valve redress. Qualified Personnel as defined by API RP 14B are those
individuals with the characteristics or abilities gained through training or experience or both as measured against
established requirements, such as standards or tests that enable the individual to perform a required function.
Records of these standards and tests are to be placed in the individual’s training file and maintained in the authorized
service center.

11. Valve Repair

General Requirements
All replacement parts shall be qualified parts. Qualified parts are those parts that have been manufactured
in accordance with the WCS quality assurance program, and must meet or exceed the performance
requirements of the original part.

Note: Repairs to API regulated safety valves and related equipment are to be performed by qualified personnel,
at an authorized WCS service center. Repair, as defined by API RP 14B, is an activity involving disassembly,
reassembly and functional testing of SSSV equipment with or without the replacement of qualified parts. Repair
does not under any circumstances include machining, welding, heat treat or any other manufacturing process.

Qualified Personnel as defined by API RP 14B are those individuals with the characteristics or abilities gained
through training or experience or both as measured against established requirements, such as performance
standards or tests that enable the individual to perform a required function. Records of these standards and or
tests are to be placed in the individual’s training file and maintained at the authorized service center.

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
24 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

Weatherford Safety Valve Service Centers:

Houston
9600 West Gulf Bank Road
Houston, Texas 77040
Tel.: 832-590-4000
Fax: 832-590-2000

France
Chemin de l’Esperance
64270 Bellocq
FRANCE
Tel.: 33-559-652-630
Fax: 33-559-652-028

Abu Dhabi, UAE

Plot No 26AR17, 25AR17, 21AR 17,20AR 17, Industrial City of Abu Dhabi (ICAD) 2
ICAD 2 Abu Dhabi United Arab Emirates
Tel.: 971-2-6989000
Fax: 971-2-5506534

2000 St. James Place

Houston, Texas 77056
Tel.: 713-836-4000
[Link]

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
25 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21
 Model TRSV
Date 23 September 2020
Revision 6.1
Written By C. Golsch
Approved By Win Sides

REVISIONS
REV DESCRIPTION DATE REVISED BY
Removed specification for using 10 to 3 grit diamond lapping
compound from page 11, step 5.a and replaced with lapping
1.0 19-Jun-2013 D. Trowbridge
compound conversion chart to reflect compounds and equivalents
used during manufacture.
Revised to generic document for all Optimax TRSVs. Updated to API
2.0 14A 12th edition guidelines. Removed the assembly/disassembly 06-Aug-15 C. Golsch
sections.
3.0 Added Operating Procedures section and Jam nut installation chart. 03-March-16 C. Golsch
Modified wording in Running Procedure to refer to the Operating
3.1 25-May-16 C. Golsch
Procedure for opening valve.
Added Autoclave KCGL fitting instructions and diagram. Added
4.0 14-June-16 C. Golsch
externally checkable jam nut fitting diagram.
4.1 Added more details and flow charts to troubleshooting section. 02-Aug-16 C. Golsch
Minor editorial changes to improve clarity and added steps for
4.2 20-Feb-17 D. Trowbridge
measuring control line returns.
5.0 Changes made to include Optimax Select. 21-May-2020 D. Gilstrap
6.0 Changes made to include Optimax Gen Z. 31-Aug-20 [Link]
6.1 Revised name from Optimax Gen Z to Optimax Z-Series 23-Sep-20 C. Golsch

Weatherford products and services are subject to Weatherford’s standard terms and conditions.
26 of 26 For more information concerning the full line of Weatherford products and services, please
contact your authorized Weatherford representative. Unless noted otherwise, trademarks and
servicemarks noted herein are the property of Weatherford.

© 2007-2017. Weatherford. All rights reserved.

D000936204 (G.6) PMTD: GOLSCH, CURTIS R 2020-05-21 CHKD: GOLSCH, CURTIS R 2020-05-21