Wireline-Set Versa-Trieve® Packers

Versa-Trieve Packers—VTA, VBA, VBS, AGP, VGP, VSA

The Versa-Trieve packers are production packers designed

for intermediate and high-pressure well applications. Scoop Head

Numerous patented features in these compact, millable

packers incorporate the production features of permanent
packers plus the added feature of retrievability.

External components are easily millable if conventional

release is not possible.

Versa-Trieve packers can be either hydraulic or wireline

set and are designed to be retrieved by a pulling tool with
a straight pull of the tubing. When hydraulically set,
Versa-Trieve packers are ideal for deviated or directional Internal Locking
wells where it is difficult to run mechanical-set packers. Slips

Applications Element Mandrel

Versa-Trieve packers can be used in a variety of applications:

• Gravel Pack

• High-Rate Water Pack

• Water Frac
Bi-Directional
Case-Caburized
• FracPac™ System
Slips
• Horizontal Completion Assemblies

• Production Sealbore Packer

C Ring Release
• Suspending guns for Tubing-Conveyed Perforating Mechanism

• Stimulation Shear Pin

Release Sleeve

Completions 1 Section 9 Sealbore Packers Page 1 of 22

© Halliburton 2007
Features
• Packers can be run, set, and retrieved without any tubing
rotation in most cases.

• The hydraulic setting mechanism is contained in the

setting tool, reducing the number of potential leak paths
left downhole.

• The scoop-head design saves time by providing a guide

for landing seal units and accessories.

• The spring-loaded, case-carburized internal locking slips

maintain maximum element compression.

• The multi-durometer element package is designed to seal

against high and low pressures and against casing
irregularities. (Standard nitrile or optional Aflas®
element packages are available. Special packer and
element designs exist to suit high-pressure applications).

• Element mandrel design on the VTA packers provides a

positive means of locking the upper components to the
slips. (The element mandrel allows for the full-setting
force to be applied to the elements and slips during
setting operations. If milling operations are required, the
upper components will not spin).

• Lower anchor lug allows torque to be transmitted Patented

through the packer during running and pulling Barrel Slips
operations.

• Bi-directional, case-carburized slips or a barrel slip hold

the packer securely against well pressures in all casing
grades (including P110 and harder), from above and
below.

• Location of the slips beneath the elements simplifies

releasing and retrieval. Debris is kept off the slips.

• A flow-isolated, c-ring release mechanism locks the

packer in the set position until located and unlatched by
the retrieving tool. Pushing through tight spots is safer
than with traditional collet-release mechanisms.

Completions 1 Section 9 Sealbore Packers Page 2 of 22

© Halliburton 2007
Versa-Trieve® packers are designed for simple release and
retrieval.

Versa-Trieve packers are available with the following top sub

configurations:

• Versa-Latch® assembly.

• Upper Sealbore Assembly (VSA, VBS).

Threaded bottom subs are available for running gravel pack

flow subs, sealbore extensions, or tubing tailpipe of varying
types and sizes. The alphabetic character at the end of the
packer number denotes the thread type.

• Z: No bottom sub.

• M: Closing Sleeve Thread.

• L: Flow Sub Thread.

• T: Sealbore Thread.

VSA / VSR

VTL

VTA / VTR
Bottom Sub

Completions 1 Section 9 Sealbore Packers Page 3 of 22

© Halliburton 2007
 Halliburton Versa-Trieve® Packer - Universal
DESIGN OVERVIEW

The Halliburton Versa-Trieve VTL packer is a retrievable, seal bore packer with the
completion features of a large bore permanent packer. The packer has a single set of bi-
directional slips below the elements. The packer will hold pressure from above and below,
will hold tension or compression, and allows the transfer of torque through the packer in the
run, set and released positions. The polished mandrel and top sub accept standard
permanent packer seal units and locators. The packer is set on a Halliburton multi-position
tool (MPT), slickline DPU, electric line setting tool, or by the use of a hydraulic setting tool.
The packer is pulled by a straight upward pull with the VRT retrieving tool. Refer to the
Design Specifications for details of pressure ratings, tensile strength and related data. The
non-rotation feature is provided by keying the bottom wedge to a slot in the mandrel, which
rotationally locks the outer components to the mandrel. The “L” shaped design of the slot
will also allow weight to be set on the packer after the packer has been released without
resetting the packer slips. This feature will enable the packer to be moved down the hole
after release to release tools below the packer or perform other operations.

DESIGN PRINCIPLE

The seal bore of the packer provides a sealing surface for production seals that can be run
on the end of the tubing. This allows the packer to be set and remain in place with
accessory items below the packer while the tubing and upper tubing string accessories are
retrieved, repaired or replaced and the tubing re-run. This is especially useful in sand
control completions and horizontal completions where workover activity which includes the
removal of the packer can be extensive.

The Verse-Trieve family of seal bore packers all have a top sub that provides a latch to the
tubing or a means to latch the tubing during retrieval. The VTL Verse-Trieve packer has a
top sub with lugs which can be used to engage a straight slot of J-slot locator. These are
similar accessories to those used in permanent packer completions. Other top sub designs
exist and are described in BDMI’s for the VTA (Acme top sub), VSA (seal bore Acme) or
VSR (seal bore Ratch-Latch) versions.

Before running, accessories are attached to the bottom end of the packer. The –Z
version of the packers have no bottom sub. The other versions with a –L, M, T etc. suffix in
the part number have threads which are compatible with different accessories items. See
the Design Specifications to define the actual thread size and type for a given size packer.
The bottom sub also provides protection to the releasing sleeve of the packer by having a
short bore of the same ID as the packer bore The setting operations of the Verse-Trieve
packer are similar to those used for permanent packers. Running speeds, setting forces and
other information can be obtained in the Design Specifications and general product
information.

With the packer at the desired depth the setting tool is actuated. The use of an HS or MPT
type setting tool mechanically locks the packer in the unset position when being run. This
inhibits premature setting of the packer by isolating the setting pins until hydraulic pressure
is applied to the setting tool. If a MPT tool is used to run the packer, a ball is dropped down
the tubing string and seats in the ball catcher. Pressure is then applied to the tubing which

Completions 1 Section 9 Sealbore Packers Page 4 of 22

© Halliburton 2007
 causes the service seal unit’s piston to stroke. The downward movement of the setting tool
piston pushes the setting sleeve and all the external components of the packer down.
This forces the slips to ramp outward on the top and bottom wedges causing the slips to bite
into the casing. Further motion compresses and expands the elements completing the set.
Internal slips retain the setting stroke in the packer after the setting tool is released from the
packer. Once set, the packer will retain mechanical and pressure loads from above and
below as indicated on the Design Specification Sheets.

To retrieve the packer, the production seal unit is pulled from the hole. The retrieving tool is
then run and stung into the packer. A J-latch on the top of the retrieving tool latches the top
sub of the packer. An upward pull is then applied to shear the shear pins on the top of the
retrieving tool and the bottom end of the packer, shifting the shifting sleeve. This releases
the snap latch and allows the mandrel to move upward. Once the shifting sleeve is shifted,
a third set of shear pins shear releasing the lugs which engage the shifting sleeve. Further
upward pull is then transferred through the top sub of the packer which is attached to the
mandrel. A shoulder on the bottom of the mandrel picks up the bottom wedge. A snap ring
on the upper end of the mandrel picks up the element mandrel and the top wedge of the
packer. Once the mandrel has completed its releasing stroke, the packer should be fully
released and the pickup weight may be noted on the weight indicator. Slow upward
movement for one joint of pipe is advisable to assure complete release.

Note The –Z version of the Versa-Trieve VTL packer is for inventory purposes. The
required bottom sub must be properly assembled to this packer prior to use. Failure to
properly attach a bottom sub could allow a leak and/or allow parts to fall into the well upon
retrieval. Packers are supplied with the required o-ring(s) and caution tape to alert the user.
Pressure rating information is not available on the Design Specifications. Refer to the
packer assembly with a bottom sub to get these ratings.

All Versa-Trieve VTL Packers are supplied with driv lok pins to pin the packer to the setting
tool and pin the setting sleeve to the top sub. Pins should be inserted in all holes in the
setting sleeve attaching the setting sleeve to the top sub if the packer is being run using a
wireline setting adapter kit. Failure to do so could result in a premature set of the packer.
Pins are not required in the setting sleeve and top sub if a MPT tool is used to run the
packer. The MPT is designed with lugs which restrict motion of the setting sleeve while the
packer is being run in the well. An equivalent number of pins as holes in the setting sleeve
may be discarded when the running tool is pinned to the top sub or they may be used to
compensate for hang weight below the packer.

The retrieving tools require an unrestricted bore below the packer. Failure to provide access
to the releasing sleeve as specified on the assembly drawing will result in not being able to
sting the release far enough into the packer to latch the shear sleeve or the J-latch lugs.

Completions 1 Section 9 Sealbore Packers Page 5 of 22

© Halliburton 2007
 Halliburton Versa-Trieve® Packers

Casing Size Casing Weight Packer OD Packer Bore Seal Assy.

ID*
In. Mm lb/ft kg/m in. mm in. mm in. mm
4½ 114.3 9.5 – 11.6 14.14 - 17.26 3.82 97.03 2.38 60.45 1.74 44.07
5 127.00 15 - 18 22.32 – 26.79 4.09 103.89 2.55 64.77 1.81 45.97
20 - 23 29.76 – 34.22 4.50 114.30 2.75 69.85 1.93 48.95
5½ 139.70 14 - 17 20.83 – 25.30 4.67 118.62
6 5/8 168.28 28 41.66 5.53 140.46 3.25 82.55 2.35 56.69
20 - 24 29.76 – 35.71 5.73 145.54
49.5 – 50.1 73.66 – 74.56 5.30 134.62 3.00 76.20 2.35 59.69
41 – 44 61.01 – 65.47 5.53 140.46
32 – 38 47.62 – 56.54 5.73 145.54 3.25 82.55 2.35 59.69
23 – 29 34.22 – 43.15 6.00 152.40
7 177.80 17 – 23 25.30 – 34.22 6.19 157.23
32 – 35 47.62 – 52.08 5.82 147.83
23 – 29 34.22 – 43.15 6.00 152 40 3.88 98.55 3.05 77.47
17 - 23 25.30 – 34.22 6.19 157.23
42.4 – 47.1 35.72 – 70.09 6.19 157.23 3.25 82.55 2.35 59.69
7 5/8 193.68 29.7 – 39 44.19 – 58.03 6.44 163.58
24 – 29.7 35.71 – 44.19 6.68 169.67 3.88 98.55 3.05 77.47
3.25 82.55 2.35 59.69
7¾ 196.85 46.1 – 48.6 68.6 – 72.32 6.19 157.23 3.88 98.55 3.05 77.47
8 5/8 219.08 28 - 36 41.67 – 53.57 7.63 193.80 3.88 98.55 3.05 77.47
43.5 – 53.5 41.67 – 53.57 8.30 210.82 3.88 98.55 3.05 77.47
9 5/8 244.48 36 – 43.5 53.57 – 64.73 8.52 216.41 5.00 127.00 3.85 97.79
43.5 – 47 64.74 – 69.94 8.45 214.63 6.00 152.40 4.86 123.44
10 3/4 273.05 51 – 65.7 75.90 – 97.77 9.31 236.47 5.00 127.00 3.85 97.79
13 3/8 339.73 68 - 72 101.18–107.14 12.13 308.10 6.00 152.40 4.86 123.44

. *See Perma-Series® Production Packer Table for other available options.

Ordering Information

Specify: casing size and weight; packer bore; bottom thread; service environment (standard, %H2S, %CO2,
amines/other chemicals, chloride content, pressures, temperatures, etc.);
differential pressure rating requirements; special material or elastomer requirements, if applicable.

Part Number Prefix: 12VTA, VTR, VSA, VSR

Completions 1 Section 9 Sealbore Packers Page 6 of 22

© Halliburton 2007
 VGP Packers

The Halliburton large bore Versa-Latch® gravel pack (VGP)

style packer is an integral part of the Versa-Trieve® packer
family of tools. It provides a larger bore than the VTA packers
(in a given casing size and weight) by eliminating the element
mandrel while still retaining many of the features of the
Versa-Trieve packer line. Because the element mandrel is
eliminated, the lower element retainer is pinned to the
mandrel of the packer, and an additional set of anti-rotation
pins has been added for ease of milling
.
Upper Sealbore VSA Versa-Trieve® Packer

For applications where a larger bore is required through the

seal assembly, Halliburton can provide an upper sealbore
packer head design that has a larger ID than the packer
mandrel and can accept a short seal assembly and
Versa-Latch® locator.

Weight-Down Versa-Trieve and PGP Packers

All the packers described previously can be provided as

weight-down packer designs for weight down squeeze and
circulate gravel packing and FracPac™ systems. The weightdown
packers utilize the slots in the top sub and setting
sleeve. These slots align when the packer is in the set
position. This provides a flow path for return fluids during a
gravel packing operation or pressure monitoring during a
FracPacTM operation

VGP Packer VSA Packer

Run in Position Set Position with

Return Flow

Completions 1 Section 9 Sealbore Packers Page 7 of 22

© Halliburton 2007
Hydraulic-Set Versa-Trieve® Packers
Halliburton’s hydraulic-set Versa-Trieve® packers are used
in retrievable production or service applications and are
suitable for intermediate- to high-pressure wells. When
extended sealbores are required, an upper polished bore
receptacle (PBR) or overshot tubing seal divider is used.
Connection to the packer is made with either a seal anchor
or Ratch-Latch™ assembly, depending on the application.
After the tubing is removed, the packer can be retrieved Upper
with a Versa-Trieve retrieving tool. External components Ratch-LatchTM Head
are keyed to prevent rotation in the running, setting, and
retrieving modes. This locking feature facilitates milling
when conventional release is not possible.

Applications Triple-Seal
Multidurometer
• Single-trip productivity or injection wells. Element Package
• For use with tubing conveyed perforating guns.
• Stimulation completions.
• Where tubing contraction and mechanical shock loads
may be encountered. Bi-Directional
Case-Carburized
Features Slips

• Single-trip capability.
• Mechanically held in the set position.
• Spring-loaded, bi-directional, case-carburized slips.
• Triple-seal multidurometer element package.
• Protected c-ring release mechanism keeps debris out of Setting Piston
the load-bearing release components.
• Ratch-Latch sealbore with high tensile strength and a
large bore through packer and seals.
• Standard packer metallurgy suited for H2S service
• Anti-rotation lug locks external components.
• Seal anchor threaded and pinned

Benefits
Release Sleeve
• Can be moved until it is in the desired location
• Does not require tubing manipulation to set
• Does not require differential pressure or element shifting
to seal
• Allows upper external components to be locked
rotationally to facilitate milling if needed.
• Designs available for all environments Hydraulic-Set
Versa-Trieve® Packer
Options

• Exotic metals and elastomers available

Completions 1 Section 9 Sealbore Packers Page 8 of 22

© Halliburton 2007
 Hydraulic-Set Versa-Trieve® Packers

Casing Size Casing Weight Packer OD Packer ID

in. mm lb/ft kg/m in. mm in. mm
5½ 139.70 14.00 – 17.00 20.83 – 25.30 4.87 123.70 2.38 60.45
20.00 – 23.00 29.76 – 34.22 4.50 114.30 2.38 60.45
17.00 – 23.00 20.83 – 34.22 6.19 157.23 3.25 82.55
23.00 – 29.00 34.22 – 43.16 6.00 152.40 3.25 82.55
3.88 98.55
7 177.80 26.00 – 32.00 38.69 – 47.62 5.92 150.37 3.25 82.55
3.88 98.55
32.00 – 38.00 47.62 – 58.55 5.77 146.56 3.00 76.20
3.25 82.55
24.00 – 29.70 35.72 - 44.20 6.68 169.67 3.88 98.55
3.25 82.55
7 5/8 193.68 29.70 – 39.00 44.20 – 58.04 6.44 163.58 3.88 98.55
3.25 82.55
42.80 63.69 6.19 157.23 3.88 98.55
3.25 82.55
7¾ 196.85 46.10 – 48.60 68.60 – 72.32 6.17 156.72 3.88 98.55
3.88 98.55
9 5/8 244.48 36.00 – 43.50 53.57 – 64.74 8.52 216.41 5.00 127.00
3.88 98.55
43.50 – 53.50 64.74 – 79.62 8.30 210.82 5.00 127.00

Ordering Information

Specify: casing size and weight, minimum ID, locator type (Ratch-Latch™ or seal anchor), service
environment (standard, %H2S, %CO2, amines/other chemicals, chloride content, pressures,
temperatures, etc.), differential pressure requirements, bottom thread.

Part Number Prefix: 12VTA

Completions 1 Section 9 Sealbore Packers Page 9 of 22

© Halliburton 2007
Setting Adapter Kits
Figure 1
Halliburton adapter kits are designed to be attached to the
packer and either a conventional explosive-type wireline
setting tool or a hydraulic setting tool. When the setting tool
is activated, the setting adapter kit sets the packer. When the
prescribed setting force is applied to the packer, the setting
pins in the wireline adapter kit separate to release the setting
equipment from the packer so it can be retrieved.

Hydraulic Setting Tools

Hydraulic setting tools allow packers that are normally run

and set on electric wireline to be run and set on a
workstring instead.

Various configurations of setting adaptor kits and setting

tools are possible.

Figure 1 features a standard electric

wireline adaptor kit where the packer and adaptor kit are
connected directly to the wireline setting tool.

Figure 2 and figure 3 features a standard hydraulic

running tool (MPT) connected directly to the packer.

The packer is set by dropping a ball down the workstring

after the packer assembly has been run and located at the
proper depth. After the ball has gravitated to or has been
pumped onto the ball seat, pressure is applied to the
workstring. Pressure enters the cylinder of the MPT tool and
forces the piston down, shearing the start-to-set screws in the
MPT tool. Once these screws are sheared, the piston begins
to move down, allowing the lugs to retract and the setting
load to be transferred to packer setting pins. Further
movement forces the packer guide tube downward, causing
the packer slips to expand outward, engaging the casing wall
and compressing the packer elements. The internal slips of
the packer retain this setting movement and related force.
The large piston area of the MPT tool permits adequate
setting force to be achieved with low-setting pressures. The
packer is fully set when the packer-setting shear pins, holding
the MPT tool to the packer, shear at a pressure above the
start-to-set pressure. At this point, the MPT tool is free from
the packer. The ball seat must be expended into the sump of
the crossover sub, or the ball must be reversed, for packing
to begin.

Completions 1 Section 9 Sealbore Packers Page 10 of 22

© Halliburton 2007
A non-shearing secondary ball seat is provided in most
MPT tools. It is designed for a larger, low-density Figure 2
aluminum ball and permits the setting procedure to be
completed in the unlikely event that the primary seat
shears prematurely. The secondary ball must then be
reverse-circulated out.

When extremely high running loads are encountered, as

occurs in horizontal wells or long intervals, an Acme
threaded packer top sub (VTA, VBA, VGP, or AGP packer)
and an MPT tool locator with threads may
be substituted for the lug-type top sub and straight-slot
or clutched-type locator.
This provides additional weight-carrying and setting
capabilities since the weight of the assembly is not pulling
on setting pins as it sets. Packer and setting tool
combinations can be provided for high torque or
tension capabilities and in some cases, for both capabilities.

Standard* MPT Piston Areas

BORE Piston Area

in2. cm2
2.55 10.89 70.26
2.75 10/89 70.26
3.25 12.28 79.22
3.88 12.28 79.22
5.00 21.71 140.06
6.00 21.71 140.06
* Check the EDS of Tool being used for the
correct piston area of that tool. The above
numbers are for reference only

Completions 1 Section 9 Sealbore Packers Page 11 of 22

© Halliburton 2007
 Figure 3

Other Setting Tools that can be used with

the Versa-Trieve Packers are:

• PO

• MPW

• HS

• HHS

Lugs Retracted

First Shear Pins Sheared

Second Shear Pins

(Loaded)

PO

Completions 1 Section 9 Sealbore Packers Page 12 of 22

© Halliburton 2007
Versa-Trieve® Packer Retrieving Tool

Versa-Trieve® retrieving tools are used to retrieve

Versa-Trieve packers. To retrieve the packer, the retrieving
tool is run on a workstring, stung into the packer bore, and
latched into the Versa-Trieve packer. Once latched, the tool
locates the packer’s release sleeve and moves it upward,
allowing the packer to be released. Additional upward
movement of the workstring releases the sleeve and moves
the packer mandrel up, which permits the packer slips to
retract and the packer to be retrieved.
No rotation is necessary in the pulling operation. To release
the pulling tool from the packer, only a 1/4 turn to the right
is needed on the J-latch-type locators. Additional rotation
(six to eight turns) is required to release from Acme or
Ratch-Latch™ packer top subs.

Benefits

• No rotation is required for pulling operation.

• Straight-through ID allows washing down to the packer.
• Easy to release: 1/4 turn on lug-type tools (VRT type), and
six to eight turns on an Acme tool (VRA type).
• Rugged lug-type design engages the release sleeve.

Ordering Information
Acme Latch
Specify: casing size and weight; tubing size; weight; grade; and thread;
Service environment (standard, %H2S, %CO2, amines/other chemicals,
Locator
chloride content, pressures, temperatures, etc.);
Maximum differential pressure requirement.

Part Number Prefix: 12VRA, 12VRR, 12VRT

Rotation Lug
Dimension A

Molded Seal

Shear Pins

Lugs
Completions 1 Section 9 Sealbore Packers Page 13 of 22
© Halliburton 2007
Schematic 1—Engaging
After the tubing and seal assembly
have been removed, a Versa-Trieve®
retrieving tool is lowered into the
packer until the locator no-goes on
the packer top sub. An upstrain on
the workstring (a) verifies that the
retrieving tool is latched into the
packer and shears the locator to the Schematic 1
mandrel shear pin (b).

Schematic 2—Releasing
With the retrieving tool properly
latched to the packer, the workstring
is slacked off until the retrieving tool
begins to take weight. An upstrain
applied to the retrieving tool allows
the lugs of the retrieving tool (c) to
engage the packer release sleeve. Schematic 2
Continued upstrain will shear the
shear pins (d) in the release sleeve,
allowing the release sleeve (e) to
move upward and toward the
release ring (f)

Schematic 3—Retrieving
Additional upstrain shears the pins(g),
causing the lugs of the retrieving tool (c)
to retract. Upward movement of the
Schematic 3 packer’s mandrel causes the shoulder (h)
to raise the element mandrel (j) and top
wedge(k). The top wedge is pulled out
from under the slips and pulls on the slip
carrier, which pulls the slips off of the
lower wedge (l). The shoulder (m)
catches the lower edge and supports
the tailpipe below the packer.

Completions 1 Section 9 Sealbore Packers Page 14 of 22

© Halliburton 2007
RECOMMENDATIONS FOR RETRIEVING VERSA-TRIEVE STYLE PACKERS

Prior to Packer Installation

The release sleeve of the packer may allow up to four shear screws depending upon the specific
packer design. Use two screws for standard applications. For applications which may require
multiple passes of inner workstrings such as coiled tubing or even production seal assemblies, it
may be desirable to add additional shear screws to reduce the possibility of premature release of
the packer.

Packer Retrieval

1. Check the dimension ‘A’ of the retrieving tool and compare to the specification on the
design specifications. Some specifications list a dimension range and some list a
minimum dimension. The measured value may be up to one inch longer than specified.

2. When possible, install the maximum number of shear screws in the lower end of the
retrieving tool. This number will normally be six or eight. This should provide from
24,000 to 40,000 lbs of total shear value. If additional shear value is desired, optional
steel shear screws may be considered. Be sure to confirm that the workstring will be
strong enough to allow the full tension to be applied above the anticipated pick-up weight
to shear the shear screws.

3. Check the manual operation of the retrieving tool at the lower end to ensure the
mechanism moves freely and the spring returns the mechanism. Ensure the keys of the
tool are not worn down past the wear grooves.

4. Run the retrieving tool in with a set of jars and at least one stand of drill collars. Either oil
jars or mechanical bumper jars may be used but oil jars are preferred. If the packer is
set shallow (less than 4000 ft. deep), the use of accelerator jars may be required..

5. Prior to stinging into the packer, observe and document pick-up and slack-off weights of
the workstring.

6. Slowly reverse circulate to the packer until the packer is engaged with 5000 lbs set-down
weight. Stop circulation and open all blowout preventors.

7. Obtain a mark on the workstring. Verify the packer is latched by raising the workstring
and applying 15,000 lbs overpull. (If oil jars are used, apply a slight 5000 lb overpull and
allow them to activate prior to applying the 15,000 lb overpull). An indication of the initial
shear pins in the retrieving tool may be observed at approximately 10,000 lbs overpull.
(If the tool was pinned in the lower position, this indication may mask the shear of the
release sleeve).

8. Slack off the workstring until 5000 lbs of weight is on the packer. At this time, verify the
workstring is deeper than when the initial mark was made. Make a new mark on the
workstring for future reference. The additional depth indicates the retrieving tool has
stroked. (If the tool was pinned in the lower position, skip this step).

Completions 1 Section 9 Sealbore Packers Page 15 of 22

© Halliburton 2007
 9. Slowly raise the workstring observing all surface indications. (If oil jars are used, apply a
slight 5000 lb overpull and allow them to activate prior to applying the 15,000 lb overpull).
Pull 20,000 lbs over pick-up weight and hole for five minutes to allow time for the
release sleeve to overcome fluid movement and move up fully.

10. Continue raising the workstring to shear the lower screws in the retrieving tool. This
action may also cause the packer to release due to the jarring action.

11. If the packer releases, slack off the workstring to neutral position for five minutes to allow
time for the elements to relax. If the packer does not release, slack off 10,000 lbs onto
the packer for five minutes.

12. If the packer moves up the hole when released, proceed slowly out of the hole. Slight
jarring may be required at times to work through tight spots.

13. If the packer did not appear to have released, being light jarring with 20,000 lbs overpull
with oil jars. Increase the jarring force in 10,000 lb increments not to exceed 50,000 lbs.

14. If the packer fails to move, release the retrieving tool from the packer by rotating to the
right with a slight 2000 lb upstrain on the workstring. Pull out of the hole.

15. Inspect the retrieving too for damage and signs of any debris. Clean the tool and repin.
Trip back in the hole repeating steps 1 to 14. Note if the shear indication in step 7 is
observed. If this indication was observed initially and not the second time, this would
indicate the release sleeve has been shifted. If it was not observed initially but was the
second time, this would indicate the release sleeve had not shifted the first time. Note
that certain downhole conditions would result in this indication not being sensed on the
surface.

16. Increase the jarring force up to 80% of the rated tensile rating in step 14 if the packer
continues to fail to retrieve.

Completions 1 Section 9 Sealbore Packers Page 16 of 22

© Halliburton 2007
VERSA-TRIEVE PACKER RETRIEVAL (From Engineer Bulletin 431)

Successful retrieval of a Versa-Trieve Packer begins at assembly. The release sleeve of the packer
must be properly assembled. It must move freely in the housing and be pinned in place using the
shear screws specified. The snap latch ring should be seated in its groove in the mandrel and be
supported by the upper bore of the release sleeve. Proper assembly can be checked by putting the
bottom sub in a vice and by pulling up on the top sub with a J-latch tied to a fork lift. The internal
taper of the bottom sub should run to the ID. Failure to provide this internal taper will cause the
VRT retrieving tool to No-Go prematurely. It is recommended to maintain 18” of full packer bore
through and below the bottom sub.

When the packer is set, the tubing below the packer must be left either in neutral or in tension.
Placing the tubing below in compression causes the lower wedge to remain under the slips
inhibiting release. Thermal and pressure effects which will push upward on the bottom of the
packer should also be avoided.

At the time of retrieval, the proper VRT retrieving tool is required. The retrieving tool part number
may be found on the design specifications of the packer being used. Some retrievable packers are
released through tubing manipulation and must have a straight shear mechanism, if only for
emergency release purposes. The Versa-Trieve Packer has no emergency shear release
mechanism.

The packer remains mechanically locked in its set position for as long as the release sleeve remains
locked. The VRT tool is designed to latch the release sleeve and shift it upward. The tools should
be checked prior to use to confirm the following:

1. The thread connections are made up fully and the “A” dimension is correct. Refer to Table I
for proper “A” dimensions.

TABLE I

DIMENSION ‘A’1

VRT TOOL NO. FOR MODEL ‘ UPPER PINNED LOWER

‘VTL’ POSITION PINNED
POSITION
12VRT23891-E VTL 40.39/39.38 47.78/46.78
12VRT25590-E VTL 41.63/40.63 48.83/47.83
12VRT23502-E VTL 40.98/40.53 48.28/47.83
12VRT32512-E VTL 42.42/41.42 47.92/46.92
12VRT38812-E VTL 41.30/39.80 46.80/45.30
12VRT50022-E VTL 44.05/42.12 49.89/47.96

NOTE: Refer to 12ZZ1014 for illustration of upper and lower pinned positions.

Completions 1 Section 9 Sealbore Packers Page 17 of 22

© Halliburton 2007
2. All shear pins are properly seated in their holes or slots. Also, that the correct number of
shear pins are used. Refer to table II.

3. The J-slot or latch is not damaged from previous runs to prevent it from becoming fully
engaged. Raised material at the edge of the J-slot, caused by the top sub lugs deforming
the locator, should be ground flush with the OD. Grooves in the ramp angles should be
milled smooth to present the packer top sub lugs from encountering a shoulder. Weld
repairs are not recommended since this provides softer material which is more prone to
damage.

Inspect the key housing and key mandrel for damage. Particular attention should be paid to
damage to the key housing windows and to the raised OD on the key mandrel. Extensive
brinelling or wear to these areas could prohibit proper function of the keys. If the damage is
too extensive to be reworked these parts should be replaced.

4. Verify that the lower end of the retrieving tool containing the spring housing and keys
functions properly. The spring housing containing the keys should be able to move upward
allowing the keys to fully retract below the key housing OD, then spring back to the fully-
expanded position. The keys should not be able to retract in the fully down position. This
would indicate the shear screws were sheared or improperly placed on the shear ring. The
wear grooves on the keys should still be visible. If one groove is worn more than the other,
put the best side facing the top of the tool.

5. The proper keys are used for the packer being retrieved. The model ‘VTL’ VERSA-
TRIEVE® Packers must be retrieved using keys with the letters ‘VTL’ marked on the top.

6. All tools should be dimensionally checked prior to running.

7. That a molded seal is in place on the mandrel housing seal retainer. This seal does not form
a pressure seal but provides drag to prevent the J-latch from bouncing out of the top sub as
pins are sheared on the retrieving tool and packer.

8. VRT tools that have right hand threads between the J-Slot locator and the slotted mandrel
should be secured with Loc-Tite to prevent them from unscrewing when rotating out of the
Top Sub. The upgraded tools for model ‘VTL’ packers have left hand threads that do not
require Loc-Tite.

Completions 1 Section 9 Sealbore Packers Page 18 of 22

© Halliburton 2007
Once checks are performed, the tool may be run to retrieve the packer. One joint above the packer,
slack off and pick up weights should be obtained. Prior to entering the packer, begin to
reverse circulate. If considerable hard fill is located above or in the packer, it may be
necessary to circulate several barrels at a high rate to dislodge the fill, then reverse circulate
to remove the fill. The reverse washing is intended to remove debris from the top sub.
Residual torque remaining in the work string should be worked out prior to latching the
packer. Continue to circulate, monitoring pressure as the tool is lowered into the packer.
Stop circulating when the tool becomes fully engaged. On shallow packer settings, a slight
amount of left hand rotation may be seen. On deeper wells, this will not be apparent. With
weight down, the retrieving tool should be fully engaged. The J-slot should be locked into
the top sub and the keys should be expanded in the release sleeve recess.

WARNING: FAILURE TO FULLY ENGAGE THE RETRIEVING TOOL CAN CAUSE RETRIEVAL
PROBLEMS OR PREVENT RELEASE. THE KEYS MAY NOT ENGAGE THE RELEASE SLEEVE,
THE PACKER MAY FALL DOWN HOLE IF RELEASED OR THE RETRIEVING TOOL MAY
RETURN TO SURFACE WITHOUT THE PACKER.

The revised tools have two pinning positions. Using the lower pinning holes operates the tool the
same as the older tools used for model ‘VST’ retrieval. Pinning the tool using the upper holes
allows the J-latch to be engaged and tension for positive indication will be applied without loading
the keys. Setting down with force S1 (in the Table II) will shear the pins and allow the keys to
expand into the packer release sleeve. Upward force S2 will shear the packer release pins.
Increased upward force S3 will shear the key release pins and transfer the packer weight to the J-
latch.

On the older tools or new tools pinned in the lower holes, upward force S1 shears the VRT pins.
The remainder of the retrieval operation is the same as above.

TABLE II
Tool Size S1 S2 S3
Bore Retrieving Packer Key
Tool
Upper Pin
Release Release
Shear (lbs)
Sleeve (lbs) Pin Shear (lbs)
VERSA-TRIEVE® Packer Model
VTL
2.38 7800 15,600 23,400
2.55 7800 15,600 19,500
2.75 7800 15,600 19,500
3.00 7800 15,600 15,600
3.25 9940 15,600 23,400
3.88 9940 15,600 23,400 (7, 7 5/8)
3.88 9940 15,600 23,400 (9 5/8)

Completions 1 Section 9 Sealbore Packers Page 19 of 22

© Halliburton 2007
 5.00 7800 15,600 23,400

Once the packer has released, a pickup load of 10,000# over the workstring, packer, and hanging
weight below the packer should be sufficient for retrieval. Move slowly for one joint of pipe to be
sure the packer has full released. If the packer does not move or only moves a small distance,
even with a 20,000# over pull, further action may be necessary.

Continue to pick up to 20,000# over hang weight, watching for shear indications. Slack off to
neutral and check to be sure the packer and retrieving tool have stroked out fully. Release travel for
the various tools is as shown below:

TABLE III
PACKER BORE Release Travel (inches)
SIZE
PACKER RETRIEVING TOOL TOTAL
2.38 4.45 7.93 12.4
2.55 4.67 7.73 12.4
2.75 5.35 7.97 13.3
3.00 5.18 9.52 14.6
3.25 5.53 5.97 11.5
3.88 5.46 5.84 11.3
5.00 5.47 7.04 12.5

If the weight indicator never reaches 10,000# over hang weight, check the new hang weight to be
sure it is consistent with the weight of the packer and tailpipe. If no weight gain is noticed, it is
advisable to set down and attempt to relatch the packer. If no packer is found, then the packer has
been released and should be ready for retrieval.

When a shear sub is used in a gravel pack setting, the pick up weight plus shear sub rating will
have to be pulled to part the shear joint. Generally, the shear sub value will be higher than the
packer release value. If the packer is particularly difficult to move, a free point calculation can be
made to determine if the packer is free. Once free, the packer may be pulled to surface. Going
downhole with a released model ‘VST’ packer will be difficult if an obstruction causes the bottom
sub to move upward. This movement will drive the lower wedge behind the slips, stopping
movement. Upward movement will cause the slips to retract. The model ‘VTL’ packer contains an
L-slot in the lower mandrel that when engaged will allow the packer to be moved downhole after
release. Right hand torque applied in the released and extended position will allow the anti-rotation
lug to move into the L-slot. This prevents the slips from resetting when the packer is moved
downhole.

Completions 1 Section 9 Sealbore Packers Page 20 of 22

© Halliburton 2007
SECONDARY RETRIEVAL

Reports on retrieval have been good. Several retrieval operations have gone so smoothly that it
was not known if the packer had been retrieved until the packer reached the surface. Second
attempts to retrieve VERSA-TRIEVE® Packers have also been necessary when well debris has
prevented proper latching of the packer. Higher strength shear pins in the key housing are
recommended on second retrieval attempts to address possible scale and corrosion problems
which may make the release sleeve in the packer difficult to shift. The part number of the standard
and alternate shear pins is shown below:

TABLE IV
SIZES STANDARD ALTERNATE MAX. QTY. SHEAR VALUE
PIN PIN W/ALTERNATE
PINS
2.380 thru 3.000 12R4513 12R7152 6 32700#
3.250 thru 5.000 12R4513 12R7152 8 43600#

It should be noted that the shear value in the key housing should not exceed 65% of the packer top
sub lug rating. This is to prevent inadvertent shear of the top sub lugs due to the jarring action
which occurs when the retrieving tool keys shear free from the release sleeve.

When secondary retrieval attempts fail and the free point calculation indicates the packer has not
released, the following questions should be asked:

1. Were clean out operations performed?

2. Did the retrieving tool latch the top sub of the packer? (Is it still latched?)

3. Was any movement achieved at the packer? If so, how much? (See Table III)

4. Is there anything directly below the packer preventing it from moving? (J-latch, shear sub,
etc.)

JARRING OPERATIONS

The retrieving tool latch is designed to be run separately for retrieval purposes. When it is felt that
the packer has released but is unable to move, due to debris or sand, attempts to jar the packer free
should begin at a low level (10,000#). Work the string up and down to free stuck components.
Packers with J-lugs have the lug strength listed on the design specifications. Ratch threads will
normally provide strengths close to mandrel strength. External components of the packer are
designed with tensile strength guidelines. These may vary due to material and service
requirements. .
The guidelines are set by size and are as follows:

Completions 1 Section 9 Sealbore Packers Page 21 of 22

© Halliburton 2007
 TABLE V
SIZE SLIP CARRIER STRENGTH (lbs)
4 1/2 & 5 65,000
5 1/2 75,000
7 & 7 5/8 80,000
9 5/8 100,000

These are only guidelines and may vary above or below the stated numbers depending
on the specific packer design.

It should be noted that once the slips and elements are caused to release by the snap ring
on the mandrel further tension on the mandrel is transferred directly from the mandrel to
the lower wedge. A guideline on strength of these components is as shown below:

TABLE VI
SIZE SHEAR TOP SUB MAXIMUM TENSILE W/SPEAR IN
MANDREL (PACKER RELEASED) (lbs)
LUGS
(lbs) EXTERNAL INTERNAL
COMPONENTS COMPONENTS
(MANDREL TO
BOTTOM SUB)
4 1/2 72,200 50,000 84,135
5 72,200 60,000 111,235
5 1/2 72,200 75,000 134,975
7 32-38# 72,200 80,000 187,590
7 & 7 5/8 72,200 80,000 161,010
7 49.5# 72,200 80,000 170,360
9 5/8 (3.88 Bore) 72,200 80,000 425,000
9 5/8 (5.00 Bore) 98,600 80,000 295,665

Where the top sub lugs are a limiting factor, a spear should be run and located in the
mandrel. Care should be taken not to engage the bottom sub or the blank pipe below the
packer. Upward pull on these components will push the lower wedge under the slips and
prevent upward movement of the packer).

Completions 1 Section 9 Sealbore Packers Page 22 of 22

© Halliburton 2007