No: 213RL00000

SAP: N/A
Date: 6-2-15
Basic Design and Maintenance Instructions
Revision: A

Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI

ATTENTION All Halliburton Completion Tools shall be repaired or redressed in accordance with established
procedures. In no case shall repairs or redress of Halliburton Completion Tools be attempted
without a copy of the applicable BDMI or operating manual, bill of materials, EDS, and assembly
drawing.

Note If the information in this BDMI does not apply to your particular
Ratch-Latch Seal Assembly, BDMIs for individual seal assemblies are
located on HalWorld. If a BDMI is needed and not available, one can be
ordered by going to HalWorld BDMIs and clicking on Order BDMIs
located at the top of the BDMI home page.

Design Overview
Halliburton Ratch-Latch Seal Unit Assemblies are used with Halliburton
Packers. The seal unit provides a tubing-to-packer seal, a positive locking
condition, and tubing rotational release.

The Ratch-Latch assembly can made up to the lowermost part of the tubing
string at the surface and run in the well to latch into a previously run packer.
The Ratch-Latch assembly may also be installed into a hydraulic-set packer
at the surface. The Ratch-Latch assembly packing contacts the mating hone
bore in the packer to form a seal. The floating latch moves up enough to
allow its collet-type ends to flex inward. This allows the mating left-hand
threads in the packer head and on the latch to engage. Right-hand rotation
(approximately 12 to 15 rotations) with slight tension on the tubing at the
Ratch-Latch is needed to disengage from the packer head.

When used with a hydraulic-set packer, the Ratch-Latch assembly is

installed into the packer and rotated to the left. Align one of the lugs
between the latch fingers with a hole in the packer top sub. Drill a hole into
the lug and install a shear pin to prevent the seal unit from backing out of
the packer down hole.

Note Refer to the Engineering Design Specifications and Assembly

Drawing for makeup dimension and specific design information.

Copy is uncontrolled.
These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
2015 Halliburton

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Safety Issues and Warnings

Typical Ratch-Latch Seal Unit Assemblies:

Optional Debris Shroud and Spirolox Ring

Safety Issues and Warnings

Ensure that all Health, Safety, and Environment (HSE) requirements are
met before commencing the work. Maintain good housekeeping standards
in the work area at all times.
Personal Protective EquipmentEnsure that all required PPE (safety
glasses, gloves, steel-toed shoes, and hard hats, if required) is worn.
Hand ToolsAll hand tools must be clean and in good working condition.
Hammers, chisels, and punches should not have mushroomed heads that
will chip when hit. Wrenches should have sharp hooks and heels and not
have bent handles. Ensure the tools are not greasy to avoid slipping that
may result in serious personal injury.
Hair must be styled in a manner to prevent exposure to the hazard of
entanglement or completely covered.
No Jewelrybracelets, chains, earrings, necklaces, rings, wristwatches,
ornamental jewelry, etc.
ClothingNo improper clothing that may expose the individual to the risk
of entanglement. This may include ragged, torn, or loose fitting clothing.
No non-tear-away aprons, ties, scarves, hair ribbons, etc.

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Safety Issues and Warnings

Heavy ObjectsDo not lift heavy objects (over 35 lb) without using lifting
equipment or assistance from additional people. Ensure proper lifting
techniques are utilized, and get help if necessary. Use proper lifting
equipment such as slings, fork truck, crane, etc., when needed.
Ensure all lifting equipment such as slings, chains, overhead cranes, fork
trucks, etc., are in good working condition and working order.
Many of the test fixtures and accessories are bulky and can cause injury if
not properly handled. Follow proper lifting procedures and keep fingers out
of potential pinch points.
Take extra precautions when lifting long assemblies to ensure the
assemblies are not damaged. Refer to the latest revision of Technology
Bulletin CPS109.

Lifting EquipmentWhen lifting equipment, pay special attention to

where slings are applied or the forks of a fork truck are placed. Slings and
forks should be spaced wide apart to ensure the equipment is stable and not
prone to tilting and risk dropping to the ground. The slings and/or forks
must not contact slips, exposed seals, sealing surfaces, or any components
that are shear pinned in place. Exposed collets and springs must be
protected and avoided. Never place hooks in threaded ends.
Pinch PointsWhen handling and assembling components, keep hands
and fingers away from thread connections and from between moving parts.
Special handling tools are sometimes needed to keep hands out of critical
areas. Some assemblies have moving internal components. Keep hands and
fingers clear of moving internal components.
Sharp ObjectsThe assembly has several components that can cut
through skin (i.e., slips sharp teeth, threaded components, etc.). Never rub
bare fingers across the threads or sharp edges. Wear gloves when handling
sharp components.
Chemicals Be aware of chemicals used to clean equipment to ensure they
are not hazardous when breathed or otherwise absorbed. Any hazardous
chemicals must be identified and precautions taken to avoid personal
contact.
Spills Spillage of any fluids must be cleaned immediately to prevent
slipping hazards.

High PressureHigh pressures may be utilized when performing pressure

tests. Pressure testing the assembly creates potential for projectiles if an
equipment failure occurs. Maintain test equipment in good working order.
Identify weak links and remove as much air as possible from the system.
Utilize test bays when possible. If no dedicated test area is available,
evacuate the area when testing occurs. Restrict the presence of nonessential
personnel from the testing area.

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Storage

Storage
Halliburtons Ratch-Latch Seal Assembly is a precisely built piece of
equipment that contains numerous seal surfaces, threads, and elastomers.
Before storing, inspect the seal unit for any obvious damage. It is essential
that the seal unit be protected from environmental elements that could cause
corrosion or degradation of these components during storage.

When packed for international shipping, direct exposure to the weather is

minimal. The packaging will likely be damaged during inspections so it
should not be relied upon for warehousing. During extended storage,
components may eventually react to the humidity in the air.

The following procedures are recommended:

Store the equipment indoors.

The indoor environment should be air conditioned and/or heated to
prevent large temperature variations and to control the humidity.
If indoor facilities are not available, the equipment should at least be
under a covered shelter and protected from rain or precipitation.
Periodically inspect the equipment to ensure no corrosion or dirt has
accumulated.
If corrosion or dirt buildup is observed, clean the equipment thoroughly
and take action to prevent this buildup.
All metallic components should be protected with a light oil or suitable
corrosion inhibitor. This includes the mandrel bore.
The exposed elastomers should be wrapped in heavy paper to protect
against light, dirt, and mechanical damage.
All exposed threads should be protected with suitable closed-ended
protectors at all times.
Rotate the inventory to reduce the age of the inventory (first in; first out).
The oldest equipment should be used first before new equipment is used.

Note Elastomers have a limited shelf life. Rotate inventory to use

elastomers before their shelf life expires.

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Installation and Retrieval of Ratch-Latch Assembly

Installation and Retrieval of Ratch-Latch Assembly

Engaging Existing Packer
The Ratch Latch seal unit is made up as the lowermost part in the work
string. As it is installed into the packer head The floating latch moves up
enough to allow its collet type ends to flex inward. This allows the mating
left-hand threads in the packer head and on the latch to engage.

Note Before installing the seal unit into the packer, refer to the
Dimension V on the Engineering Design Specifications. This indicates the
distance from the top of the snap ring to the top of the packer head when the
ratch-latch is fully engaged in the packer.

Releasing/Operation
Right-hand rotation (approximately 12 to 15 rotations) with slight tension
on the tubing at the Ratch Latch is the only method to disengage from the
packer head.

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Verifying Dimension T

Verifying Dimension T
1. Install a hose clamp or other suitable clamping device to carefully
collapse the latch fingers until contact is made with the mandrel.

CAUTION Excessive clamping force or misplacement of the clamping device can

possibly damage the latch fingers and prevent the ratch latch assembly from
functioning as designed. See the figure below.

Verify Dimension T At The Highest Point

Hose Clamp

DO NOT Install Clamping Device

On This Side Of Lugs Install Clamping
Device Here

2. Use the appropriate measuring instrument such as an outside

micrometer or dial calipers and measure across the highest point of the
latch threads (see graphic above). The result of this measurement
should not exceed the value listed for dimension "T" in the Engineering
Design Specifications.
3. Remove the hose clamp or clamping device.

Optional Debris Shroud

An optional debris shroud is available for most Ratch-Latch seal
assemblies.

Refer to the Engineering Design Specifications for the debris shroud and
Spirolox ring used with this assembly.

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Retainer Wires

Retainer Wires
Some Ratch-Latch Seal Unit Assemblies use retainer wires to hold packing
retainers in place. Refer to ES-A-288.

To remove the retainer wires from the packing retainers refer to the
following figures. Using a small punch move the wire down under the
edge of the smaller slot and drive it into the wide slot of the retainer.
Continue to drive the wire into the wider slot until you can grab the end
of the wire. Pull on the wires as you rotate the retainers to remove all
wires.

Note Rotating the packing retainers while holding onto the wire will aid
in removing the retainer wires.
With a small punch, continue to tap
With a small punch, move end Grab the end of wire and pull and move the end of wire down
of wire down under the edge of the as you rotate the adapter under the edge of the smaller slot
smaller slot and drive it into the wide slot
and into the wide slot

Installation of Retainer Wire

1. Verify the length of the retainer wires or trim the retainer wires to length
specified on the drawing for the wire that is used in the assembly.
2. Deburr and break sharp corners of the ends of the retainer wires.
The chamfer must not exceed 0.02 in. 45 (see detail below).

CAUTION Excessive chamfer or rounding off the end of the wire will prevent the
retainer slot from working.

0.02 x 45 max

(Acceptable)

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Halliburton Ratch-Latch Seal Unit Assembly - Universal BDMI Retainer Wires

3. Install the retainer wires into the larger slot on the packing retainers and
into the grooves of the mandrel as shown below. Using a 1/8-in. punch
as needed, guide the retainer wire past the first slot. With a small punch,
finish installing the wires by moving the end of the wires past the
leading end of the smaller slot of the double-male packing retainers as
shown below.

CAUTION When installing the retainer wire, do not mar the surface or end of the wire.
Burrs on wire surface can result in excessive force to install the wire.
Deburr the entire slot of the bearing ring after the retainer wire is installed.
For proper installation, verify that the end of the wire springs-out to
interfere with the smaller slot. If the end does not, slightly bend the end to
ensure interference and prevent the wire from rotating out of the bearing
ring
With a small punch, move end
of wire past the edge of the
Retainer wire Verify interference
smaller slot as shown between slot and wire
Do not mar surface of wire

Push end with 1/8 punch as

needed to guide wire past first slot

Adapter/retainer
Seal mandrel

(Figure 2. Down end view of assembly)

Chisel Cut Or Grind Tip Flat Retainer wire

Chisel
(Figure 1. Down end view of assembly)
Drill A Hole Large Enough For Retainer Wire
(Optional)

Note A pneumatic vibrating chisel with the modified chisel insert has
been useful in the proper installation of the retainer wires. The modification
of the chisel insert consists of cutting or grinding a flat on the tip and
drilling a hole, which is large enough to insert the end of the wire.

4. Remove any burrs or raised areas.

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