Unit No.

4527

Baker Oil Tools

Rev. B

THRU-TUBING INTERVENTION
TECHNICAL UNIT

Date: May 31, 2005

Page: 1 of 9

Thru-Tubing Inflatable
Retrievable Packers

Thru-Tubing Retrievable Packer, Size 1.69"

Product Family No. H33001
Description and Application
The 1.69 OD Thru-Tubing Packer is an inflatable packer that can be run either on coiled tubing
or threaded tubing. It is a retrievable packer used
for treating, testing, production, injection or numerous other zone isolation applications. This Packer
is designed to run through 2-3/8" tubing and set in
tubing or casing from 2-3/8" to 5-1/2" sizes.
This Packer features a pull equalization function generally used just prior to deflation. When it
is desired to equalize across the packer, tension is
applied to the tubing to shear screws to open ports
above the Packer. This tension load is not transferred through the release screws of the deflation
mechanism and cannot prematurely deflate the
packer. After equalization has occurred, weight is
applied to the packer and then tension re-applied
to the packer to shear the screws in the release
sleeve in order to deflate and retrieve the packer in
the usual way.
The equalizing mechanism can be used to either equalize pressure across the tool or to spot
fluid in the tubing. Spotting fluid to the tool allows
getting more treatment fluid to a tight formation. If
fluid is spotted the valve can not be reopened to
equalize. If the Equalizing Valve is used to equalize pressure across the packer the Upper Seal can
be an O-ring. If the Equalizing Valve is being used
to spot fluid the upper seal must be a Peek seal.
The 1.69 OD Packer is run in the hole on tubing
and set by dropping a ball and applying pressure
to the tubing. When the element is inflated the ball
seat shears out and leaves a flow path open
through the tool. Fluid can then be injected below
the tool. To release the Packer, the tubing is picked
up to shear screws and shift the tool into the equalize position.

Drawing No. 468-544

This document is and contains unpublished, copyrighted and confidential information of Baker Hughes, and is revealed for limited purposes only. This document
is the property of Baker Hughes and is to be returned to Baker Hughes on request and may not be reproduced, used or disclosed to persons not having a need to
know consistent with the purpose of the document, without the written consent of Baker Hughes. This document is not rented, loaned or sold, either alone ore in
conjunction with equipment or product. 5/20/05 Baker Hughes Incorporated.

Unit No. 4527

Rev. B

Thru-Tubing Retrievable Packer, Size 1.69"

05-31-05
Page 2 of 9

WARNING
Use of Baker equipment contrary to
manufacturers specification may result in
property damage, serious injury or fatality.

Features / Benefits
New generation inflatable packing element

After this shear event, the tubing should be left in

tension during the period required to equalize
pressure across the packer. After equalization,
weight is slacked off on the tool followed by a picking up on the tubing to shear another set of screws
and shift it into the deflate position.
The Top Connection of the 1.69 OD Packer is a
1.25 OD Acme Connection which is compatible
with the 1.69 OD Inflatable Product Line. Typically
a 1.69 FA Disconnect (Material No. H379-701701) is run immediately above the 1.69 OD Packer as an emergency disconnect (Running Tool).

provides high differential pressure capabilities

when set at large expansion ratios.
Small ODs permit the tool to pass through the
production tubing, set in the casing below,
performing
remedial
and
stimulation
operations.
All setting, equalizing and unsetting functions
are accomplished using hydraulic pressure or
tension.
Run on coiled or threaded tubing
Emergency hydraulic disconnect in the running
tool allows the coiled tubing to be released from
the packer.

Specification Guide
Size (Nominal Tool OD)
1.690
Max Outside Diameter
1.690"
Min Inside Diameter
.425"
Overall Length
8.49 ft
Length with FA Disconnect
9.82 ft
Tensile Strength
21,500 lb
ID Range Packer Can Be Set In
1.875-5.00"
Setting Ball Size
.375" Diameter
Thread Up On Packer
1.25 OD Acme
FA Hyd Disconnect Material No. *
H379-70-1701
Thread Up On FA Disconnect
1.25 OD Acme
Emergency Disconnect Ball Size
.50" Diameter
Emergency Disconnect Fishing Neck
2" GS
* Use 1.69" FA Hydraulic Disconnect as a Packer Running Tool with Emergency Disconnect

Shear Screw Values

Force or Pressure to Activate
No. of Screws
Delayed Inflate Ring
Ball Shear Seat
Pull Equalization
Pull Release
Emergency Disconnect
Shear Adaptor

1
565 psi
630 psi
920 lb
920 lb

2
3
4
5
1130 psi
1695 psi
N/A
1260 psi
1890 psi
2520 psi
3150 psi
1840 lb
2760 lb
3680 lb
4600 lb
1840 lb
2760 lb
3680 lb
4600 lb
500 psi
1500 psi
2000 psi
2500 psi
Use (2) Shear Screws for Best Results

6
3780 psi
5520 lb
5520 lb

Thru-Tubing Retrievable Packer, Size 1.69"

Unit No. 4527

Rev. B

05-31-05
Page 3 of 9

Backside Pressure Limitations

This Packer is not hydraulically balanced during Injection. If the tubing pressure is greater than the
annulus pressure above the packer, the tubing to packer force is downward. This force helps keep the
Packer in the Injection position and is not of concern. If, however, the tubing pressure is less than the
annulus pressure above the packer, the tubing to packer force is upward and can cause a problem. This
pressure situation would occur during backside pressure testing ect. This force will shift the Packer into
the Equalize Position if it is not restrained by the shear screws in the Equalization mechanism or with
weight slacked off on the tool. This unfavorable Packer to tubing force is of more concern with larger size
work strings and when the equalization mechanism is lightly pinned. The following Back Side pressure
values assume no that weight can be placed on the Packer:

Backside Pressure (psi) to Open Equalizing Valve with No. Weight Down
No. of Screws in
Equalization Valve
1" Coiled Tbg
1-1/4" Coiled Tbg
1-1/2" Coiled Tbg

1922 psi
1000 psi
630 psi

3844 psi
2000 psi
1260 psi

5766 psi
3000 psi
1890 psi

7688 psi
4000 psi
2520 psi

N/888u===A
5000 psi
6000 psi
3150 psi
3780 psi

Differential Pressure and Temperature Limitations for 1.69" Element

Tubing/Casing
Size

2-3/8
5500
300

Max Differential Pressure (psi) / Temperature (f)

2-7/8
3-1/2
4
4-1/2
5
5500
4600
3200
2500
1900
300
300
300
300
250

General Operations
1. Review Element Rating Chart and Shear
Screw Chart to determine an appropriate Inflation Pressure (i.e. Ball Shear Seat Pressure).
Check to see that the Ball Shear Seat has the
proper number of screws. A general recommendation: Use 3 screws for 5 1/2 casing, 4
screws for 4 1/2 casing, and 5 screws for setting in all smaller size tubulars.
2. Make an estimate of what the surface pressure will be when the Ball Shear Seat blows
out. In general, this will be the Ball Shear Seat
pressure plus the bottom hole pressure minus
the hydrostatic pressure of a filled work string
column. If this number is small (or negative),
you will not see a surface indication of inflation.
Special setting procedures must be employed
to inflate in a slow, controlled manner in these
situations.
3. Running Packer in Hole - Run tool in at a
moderate rate (30-60 ft/min) If the Delayed Inflate Ring contains one screw, fluid can be circulated through the tubing at a rate of no more
than 1/4 bbl/min as the tool is run in the hole. If
two screws are in place, the rate can be in-

5-1/2
1600
250

creased to 1/2 bbl/min Perform weight checks

every 3000 feet and record. Perform weight
check just before passing through each seating
nipple or other restrictions in the tubing.
4. Setting Packer - When Packer is at setting
depth, insert .375 inch setting ball into tubing.
Pump ball at a rate of 1/2 BPM through the reel
at surface and allow to fall to the packer. If the
ball is pumped onto the shear seat, pressure
can build up quickly and shear the screws in the
seat before the packer element is properly inflated. This is of particular concern when the
surface pressure indication is expected to be
small.
With the ball on seat, pressure up slowly on the
tubing to open the delayed setting sleeve. This
may be noted as a slight pressure drop at the
surface. Inflate the element in 500 psi increments, wait 5 minutes at each pressure
change. Inflating the element slowly allows the
element to conform to the shape of the hole. At
500 psi over the delayed setting sleeve shear
pressure slack off weight on the tool (20003000 lb). This weight will indicate that the pack-

Unit No. 4527

Rev. B

05-31-05
Page 4 of 9

Thru-Tubing Retrievable Packer, Size 1.69"

er is set. Continue to pressure up on the element until ball shear seat is sheared open.
5. Injecting, Testing or Producing - Fluid can
now be injected into the formation below the
packer by pumping through the tubing or into
the formation above the packer by pumping
down the production string. If applying pressure
to the backside, be aware of pressure limitations of the equalizing valve (Differential Pressure And Temperature Limitations Chart).
Monitor tubing tension during treatment as
shortening or elongation of work string may occur. Always keep weight slacked off on the tool.
6. Equalizing Across Packer - Equalize across
the packer before deflation to prevent the tool
from being pumped up or down the hole. To
equalize pickup weight on the packer, shearing
the screws in the equalizing valve and shift it
into the equalize position. Hold in tension until
surface pressures indicate packer is equalized,
then wait an additional 10 minutes.
7. Releasing Packer - Set weight down on packer (1000-2000 lb) to shift the tool back into the
injection position, then pick up on workstring to
shear the screws in the release mechanism to
shift packer to deflate position. The loss of
weight will indicate packer is released. Wait an
additional 10 minutes before pulling out of hole.
Caution
When pulling out of hole slow down passing
through all restrictions in the tubing string.

Upper Seal for Spotting Applications

If the first "up" position is to be used to spot fluid then the PEEK seal should be used. The PEEK
Seal Assembly (item 14 on the Parts List) is designed to be operated under pressure and to reseal.
An installation Tool For Peek Seal System
(H04-68784-00) makes installation of this seal system easier with less danger of damaging the Peek
Seal.
If this mechanism is used as a spotting
valve it can not be used as a equalizing valve
on the same job because there is only on such
position. Equalization must be achieved with a circulating sub in the tool string, control of pressure
above the packer or some other means.

Upper Seal for Equalizing Applications

If the first "up" position is to be used as an
equalize position rather than a spotting position the
PEEK Seal Assembly can be replaced by O-rings.
O-rings are easier to replace, are less expensive
and seal better if the seal surface is some what
damaged. The parts required to convert the upper
seal to an O-ring seal are:
Seal Ring: H04-68830-00
O-ring: HWW-B118-H40
O-ring: HWW-B121-H40

Assembly
Refer to Drawing No. 468-544.
1. Install all O-rings and T-Seals on parts and
lightly grease seals and threads.
2. Install Poppet (30) over Mandrel (38). Slide
Mandrel into Collet Housing Adaptor (28).
3. Slide Release Sleeve (26) over Latch Sub (27).
Make up Latch Sub to Mandrel (38).
4. Using a hammer and brass bar, knock Latch
Sub (27) underneath collet fingers of Collet
Housing Adaptor (28) until it snaps in place.
Slide Release Sleeve (26) over collet fingers.
5. Make up middle Mandrel (24) to Release
Sleeve (26). Install Shear Screws (12) through
the Release Sleeve into the groove in the Latch
Sub (27).
6. Slide Middle Collet (25) onto Middle Mandrel
(24). Force Collet over upset until it snaps into
place. Install Roll Pins (11) into the Middle Mandrel between the collet fingers. Set this assembly aside.
7. Install Peek Seal Assembly (14) into top end of
the Seal Housing (20) using Seal Installation
Tool (Material No. H04-68784-00). After the
seal assembly is in place make sure the outer
O-rings are not protruding out from the seal assembly. Use a blunt object to push the O-rings
into place such as a rounded off screw driver.
8. Install Seal Retainer Ring (13) above Seal Assembly (14) and make up Seal Retainer (19) to
Seal Housing (20).
9. Slide Upper Collet (23) over the top end of Upper Mandrel (22). Do not force Upper Collet
over the upset OD of the Upper Mandrel.
10.Drive Upper Mandrel (22) into the bottom of the
Seal Housing (20) until the wrench space below

Thru-Tubing Retrievable Packer, Size 1.69"

the thread is visible above the Seal Retainer
(19). Set this assembly aside.
11.Make up Housing (21) to the Collet Housing
Adaptor (28).
12.Insert the Upper Mandrel (22) into the Housing
(21) over the Middle Mandrel (24). Make up the
Seal Housing (20) to the Housing (21).
13.Make up the Top Sub (18) to the Upper Mandrel
(22). It may be necessary to pull the Upper
Mandrel out of the Seal Retainer (19) far
enough to have a wrench space to make up the
Top Sub.
14.Drive the Top Sub (18) down until it shoulders
on the Seal Retainer (19). Install Shear Screws
(12) into the Top Sub.
15.Make up the Poppet Housing (29) to the Collet
Housing Adaptor (28). Slide Poppet Spring (31)
over the Mandrel (38) until it is up against the
Poppet (30).
16.Insert the Delayed Opening Ring (32) into the
Spring Housing (33) and secure by installing
Shear Screws (10) into the Spring Housing
(33).
17.Make up the Spring Housing (33) to the Poppet
Housing (29).
18.Make up the Inflatable Element (34) to the
Spring Housing (33). Place wrench on top sub
of element, be sure element does not twist.
19.Make up the Bottom Sub (35) in bottom of Inflatable Element (34). Place back up on lower
element sleeve to prevent element from twisting. Install the Bleeder Plug (43) into the Bottom Sub.
20.Make up the Shear Adaptor (36) to the Bottom
Sub (35). Slide Shear Ring (37) over Mandrel
(38). Unscrew shear adaptor until it shoulders
on the Shear Ring (37). Install Shear Screws
(12) into the Shear Adaptor. Do not tighten
Shear Adaptor against Shear Screws until after
testing.
21.Make up End Cap (39) to Shear Seat Housing
(40) in another vise. Make up End Cap (39) to
Mandrel (38).
22.Install Ball Seat (41) into Shear Seat Housing
(40) and secure with Shear Screws (10). Make
up Shear Seat Retainer (42) to Shear Seat
Housing (40). Assembly is now complete.

Unit No. 4527

Rev. B

05-31-05
Page 5 of 9

Testing, Filling Element with Fluid

Test tool after assembly to be sure that all seals
are in place and sealing properly; and to ensure
that element is filled with fluid. It is strongly recommended that all testing and filling of the tool be performed with oil to prevent corrosion problems
during storage or shipment.

Equipment Required
to Fill and Test Element
Test Sleeve for
1.69" and 1.75" Element
Fill Up Manifold
Test Plug
Bull Plug Guide (from PBP)

H04-62480-00
H04-61442-01
H04-64955-00
H04-65533-00

1. Remove Bleeder Plug (43) from the Bottom

Adaptor Sub (35) and using the Fill-up Manifold
connect oil line to bleeder port.
2. Slide the appropriate test casing (H04-6248000) over the element.
3. Remove Shear Screws from Shear Adaptor
(36) and completely disconnect Shear Adaptor
from Bottom Adaptor (35).
4. Test and Fill Element (34) with oil:
a. With the bottom end higher than the top end
of tool, pump fluid into Element through the
bleeder port until element expands 1/8". Allow element to deflate through the manifold.
Repeat until all air is out of element.
b. Pump fluid into element through bleeder port
until element expands against the test sleeve
ID. Apply pressure. Do not apply more than
50% of shear pressure setting of the Delayed
Inflate Ring. Applying too much pressure will
make the Poppet Valve (30) difficult to unseat without shearing the Delayed Inflate
Ring in step #8.
c. Hold pressure for 5 minutes; check for leaks
and then deflate through the manifold. Remove Fill-up Manifold but do not reinstall
Bleeder Plug.
5. Screw Test Bull Plug (Material No. H04-6495500) onto Top Sub (18).
6. Install Bull Plug Guide (Material No. H0465533-00) into END CAP (39) for use as a test
plug.
7. Fill Mandrel (38) ID with oil removing all air.

Unit No. 4527

Rev. B

05-31-05
Page 6 of 9

Thru-Tubing Retrievable Packer, Size 1.69"

8. While observing the bleeder port, apply pressure through Test Bull Plug in the Running
Tool. Pressure should build up to 200-400 psi
and then rapidly drop off (There may also be a
clicking noise of the Poppet hitting the Delayed
Inflate Ring). This is an indication that the Poppet Valve has come off of its seat in the Poppet
Valve Sub. Pressure should rapidly build back;
indicating the Delayed Inflate Ring has not
sheared. Do not apply more than 75% of shear
pressure setting of the Delayed Inflate Ring or
it may weaken the shear screws in the Delayed
Inflate Ring. If pressure drops off and flow is observed through the bleed port, the Delayed Inflate Ring has sheared and it will need to be repinned.
9. Hold pressure for 5 minutes while checking for
leaks. Bleed pressure and remove oil line. Remove test plug from the Running Tool.
10.Re-connect Shear Adaptor (36) and install
Shear Screws. Re-install Bleeder Plug (43) into
bleed port.
11.Remove Bull Plug Guide from END CAP (39).
Make up Shear Seat Housing and Shear Seat
Retainer (40,42) to Mandrel. Testing is complete.

9. Unscrew the Top Sub (18) from the Upper Mandrel (22). Unscrew the Seal Retainer (19) from
the Seal Housing (20).
10.Unscrew the Seal Housing (20) from the Housing (21). Drive the Seal Housing (20) from the
Upper Mandrel (22).Unscrew the Housing from
the Collet Housing Adaptor (28).
11.Unscrew the Upper Collet (23) from the Middle
Collet (25) and remove the Upper Mandrel (22)
from the Middle Mandrel (24).
12.The Upper Collet (23) is removed from the Upper Mandrel (22) by placing the Upper Collet
Removal Ring (H04-68785-00) over the tapped
holes in the Upper Collet and installing the Hex
Socket Head Cap Screws (45) into these holes
to lift the collet fingers up high enough to get
them over the upset end of the Upper Mandrel
13.Remove the Roll Pins (11) from the Middle
Mandrel (24). Force collet over upset until it
snaps off the Middle Mandrel.
14.Unscrew the Release Sleeve (26) from the Middle Mandrel (24). Unscrew Latch Sub (27) from
Mandrel (38) and remove Mandrel from the
Collet Housing Adaptor (28). Disassembly is
now complete.

Disassembly

Refer to Drawing No. 493-230.

1. Clean all parts and install all O-rings. Apply a
light coat of grease on all seal surfaces and
threads.
2. Place Collet (8) in vise and push Collet Seat (9)
over Collet engaging spline fingers until collet
snaps into place.
3. Push Piston (7) into Collet ID.
4. Screw Top Sub (6) into Collet. When thread is
made up the shear screw groove in the piston
will line up with shear screw holes.
5. Install Shear Screws.

Refer to Drawing No. 468-544.

1. Unscrew the Shear Seat Retainer (42) from the
Shear Seat Housing (40). Remove Ball Seat
(41) from Shear Seat Retainer (42).
2. Unscrew End Cap (39) from Mandrel (38). Unscrew End Cap (39) from Shear Seat Housing
(40) in another vise.
3. Remove Shear Ring (37) from Mandrel (38).
Unscrew the Shear Adaptor (36) from the Bottom Sub (35).
4. Unscrew the Bottom Sub (35) from the Inflatable Element (34). Remove the Bleeder Plug
(43) from the Bottom Sub.
5. Unscrew the Inflatable Element (34) from the
Spring Housing (33).
6. Unscrew the Spring Housing (33) from the Poppet Housing (29).
7. Remove the Delayed Opening Ring (32) from
the Spring Housing (33).
8. Unscrew the Poppet Housing (29) from the Collet Housing Adaptor (28). Remove the Poppet
Spring (31) from the Mandrel (38). Remove the
Poppet from the Mandrel.

Assembly FA Disconnect

Testing FA Disconnect
1. Screw bull plug in the bottom of tool and fill with
water removing all air.
2. Screw test plug in the top of tool and apply 500
psi and check for leaks.
3. Remove bull plug from bottom of tool.
4. Remove test plug from top, drop in operating
ball and replace cap being sure that tool is filled
with water.
5. Apply 500 psi and check for leaks.
6. Remove test plug, pour out water and remove
ball.

Thru-Tubing Retrievable Packer, Size 1.69"

Thru-Tubing Retrievable Packer, Size 1.69"

Assembly Drawing No. 468-544

Unit No. 4527

Rev. B

05-31-05
Page 7 of 9

Unit No. 4527

Rev. B

Thru-Tubing Retrievable Packer, Size 1.69"

05-31-05
Page 8 of 9

Thru-Tubing Retrievable Packer, Size 1.69"

Parts List
Refer to Drawing No. 468-544.
Item
No.
1
2
3
4
5
6
7
8
9

Description
O-ring
O-ring
O-ring
O-ring
O-ring
O-ring
O-ring
O-ring
O-ring

No.
Reqd
1
1
2
1
2
1
1
2
2

10

Shear Screw

11

Roll Pin

12

Shear Screw

18

13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44

Seal Retainer Ring

Seal Ring Assembly
Back-Up Ring
T-Seal
T-Seal
Top Sub
Seal Retainer
Seal Housing
Housing
Upper Mandrel
Upper Collet
Middle Mandrel
Middle Collet
Release Sleeve
Latch Sub
Collet Housing Adapter
Poppet Housing
Poppet Check Valve
Poppet Spring
Delayed Inflate Ring
Spring Housing
Inflatable Element
Bottom Sub
Shear Adapter
Shear Ring
Mandrel
End Cap
Ball Seat Housing
Ball Seat
Shear Seat Retainer
Bleeder Plug
Setting Ball - 3/8" Dia

1
1
2
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1

45

Hex Soc Head Cap Screw

Material No.

Material No.
HWW-B010-H40
HWW-B113-H40
HWW-B115-H40
HWW-B119-H40
HWW-B123-H40
HWW-B208-H40
HWW-B209-H40
HWW-B212-H40
HWW-B218-H40
HWW-GE08-08B
8-32 x 1/4 lg
HWW-L106-0BS
.093 dia x .312 lg
HWW-GF0B-08B
10-32 x 1/4 lg
H04-68420-00
H04-68555-00
H04-63773-00
HWV-GST5-114
HWV-GST1-150
H04-68417-00
H04-68418-00
H04-68421-00
H04-68428-00
H04-68423-00
H04-68422-00
H04-68425-00
H04-68424-00
H04-68427-00
H04-68426-00
H04-68429-00
H04-67346-00
H04-67265-00
H04-63821-00
H04-67347-00
H04-67348-00
H04-76528-12
H04-67349-00
H04-67350-00
H04-67351-00
H04-68401-00
H04-63778-00
H04-68400-00
H04-68398-00
H04-68399-00
H04-05287-00
HWW-T700-375
HWW-G20B-0S0
10-32 x 3/4 lg
H330-01-1702

Assembly Drawing No. 493-230

Parts List

Thru-Tubing Retrievable Packer, Size 1.69"

1.69 FA Disconnect

Refer to Drawing No. 493-230.

Shear Screw

6
7
8
9
10
11
-

Top Sub
Piston
Collet
Collet Seat
Ball, Stainless Steel .50 Dia
O-ring
Material No.

1
1
1
1
1
-

Material No.
HWW-B123-H40
HWV-P123-H40
HWW-B213-H40
HWW-B215-H40
HWW-GF0B-0DB
(10-30 x 3/8" lg)
H04-66141-00
H04-66142-00
H04-66143-00
H04-66144-00
HWX-4258-800
HWW-B213-H40
H379-70-1701

05-31-05
Page 9 of 9

O-ring
Back-Up Ring
O-ring
O-ring

No.
Reqd
1
2
5
1

Description

Unit No. 4527

Rev. B

Item
No.
1
2
3
4