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May 2004 7-i

Casing Sales Manual Packer Shoes

Section 7

Packer Shoes

Contents

7.1 Introduction to Packer Shoes .................................................................................. 7.1-17.1.1 Description and Application ............................................................................ 7.1-17.1.2 Industry and Halliburton Governing Specifications ......................................... 7.1-1

7.1.2.1 API 5CTPetroleum and Natural Gas IndustriesSteel Pipes for Use as Casing or Tubing for Wells .................................................... 7.1-2

7.1.2.2 API 5BSpecifications for Threading, Gauging, and Thread Inspection of Casing, Tubing, and Line Pipe Threads ................ 7.1-2

7.1.2.3 NACE MR0175Material RequirementsSulfide Cracking-Resistant Metallic Materials for Oilfield Equipment .................. 7.1-2

7.1.2.4 ASTM C109Standard Test Method for Compressive Strength of Hydraulic Cement Mortars .................................................... 7.1-2

7.1.2.5 Halliburton Specifications ....................................................................... 7.1-27.2 855-Series Packer Shoes and Collars .................................................................... 7.2-17.3 Orifice Tube for 855-Series Packer Shoe ............................................................... 7.3-17.4 852-Series Packer Shoes and Collars .................................................................... 7.4-17.5 Cup-Type Casing Packer Shoes ............................................................................. 7.5-1

Packer Shoes Casing Sales Manual

7-ii May 2004

Notes


May 2004 7.1-1

7.1 Introduction to Packer ShoesHalliburton manufactures the three followingtypes of packer shoes:

Flapper valve type855 Series

Poppet valve type852 Series

Cup type

7.1.1 Description and Application

The flapper valve and poppet valve type packershoes are installed on the bottom of the casing stringas it is run in the wellbore. This process is used forapplications where casing will be set on top of aproducing formation completed as an openholecompletion. The flapper and poppet valve packershoes can be used for the following applications:

Packing off the open hole below the casing tohelp protect low-pressure formations againstcement contamination

Floating and guiding casing to bottom

Allowing fluids to be circulated through thecasing before the tool is set in the open hole

Both the flapper valve and poppet valve type packershoes allow the well to be circulated while casing isbeing run in the hole or at any time before the packerelement is set. Both types allow the casing to befloated in the hole if desired. The 855-series flappervalve tool equipped with an orifice tube will allow thecasing to fill as it is being run in the wellbore. The

852-series (poppet) tool does not provide this fea-ture. Both tools can be ordered with premium threadsand special casing grades as customer service items(CSIs).

Cup-type packer shoes perform the same functionsas the flapper and poppet valve types, except thecup-type packer shoe is most often used in workoveroperations where new casing or tubing is set insidedeteriorated outer casing. The cup-type packer shoehas either drillable or pumpout seats.

7.1.2 Industry and HalliburtonGoverning Specifications

All packer shoe equipment manufactured by Halli-burton is designed according to the applicable indus-try specifications detailed in the following sections.

Copies of all API specifications, recommended prac-tices, and bulletins can be ordered from API. Call202.682.8375 or write to:

American Petroleum InstitutePublications and Distribution Section1220 L Street NWWashington D.C. 20003

The type of packer shoe used depends on the wellgeometry and the customers application. Each toolis designed for a different application and eachrequires different operation procedures to properlyperform for the well application.


7.1-2 May 2004

7.1.2.1 API 5CTPetroleum and NaturalGas IndustriesSteel Pipes for Use asCasing or Tubing for WellsThe API 5CT International Standard specifies thetechnical delivery conditions for steel pipes (i.e.material strength, chemical makeup of casing, tub-ing, plain-end casing liners, and pup-joints) andaccessories. This International Standard applies tothe following connections in accordance with ISO10422 or API Spec 5B:

Short round thread casing (STC), commonlyreferred to as short thread coupling

Long round thread casing (LC), commonlyreferred to as LTC for long thread coupling

Buttress thread casing (BC), commonly re-ferred to as BTC for buttress thread coupling

Extreme-line casing (XC)

Non-upset tubing (NU)

External upset tubing (EU or EUE)

Integral joint tubing (IJ)

For such connections, this International Standardspecifies the technical delivery conditions for cou-plings and thread protection.

For pipes covered by this International Standard,the sizes, masses, wall thicknesses, grades, andapplicable end finishes are defined.

This International Standard may also be applied totubulars with connections not covered by ISO/APIstandards, such as proprietary threaded connec-tions.

7.1.2.2 API 5BSpecifications forThreading, Gauging, and ThreadInspection of Casing, Tubing, and LinePipe ThreadsSpecification API 5B covers dimensions and mark-ing requirements for API Master thread gauges.Additional product threads and thread gauges, aswell as instruments and methods for the inspectionof threads for line pipe, round thread casing, but-

tress casing, and extreme-line casing connectionsare included.

The inspection procedures for measurements of taper,lead, height, and angle of thread are applicable tothreads with 11 turns per inch or less. All threaddimensions shown without tolerances are related tothe basis for connection design and are not subject tomeasurement to determine acceptance or rejectionof product.

7.1.2.3 NACE MR0175MaterialRequirementsSulfide Cracking-Resistant Metallic Materials for OilfieldEquipmentThis standard presents metallic material require-ments for resistance to sulfide stress cracking (SSC)for petroleum production, drilling, gathering andflowline equipment, and field processing facilities tobe used in H2S-bearing hydrocarbon service. Thisstandard is applicable to the materials and/or equip-ment specified (or by equivalent standards or speci-fications of other agencies).

7.1.2.4 ASTM C109Standard TestMethod for Compressive Strength ofHydraulic Cement MortarsThis standard covers the test method used to deter-mine compressive strength of a cement mortar usinga 2-in. cube specimen to determine compliance withHalliburton specifications.

7.1.2.5 Halliburton SpecificationsThe following Halliburton specification summariesrelate specifically to Halliburton equipment. Theseproprietary specifications outline how engineeringcontrols help ensure that Halliburton equipment isproperly manufactured.

837.00008This specification outlines therequirements for Halliburton molded phenoliccomponents. It specifies the raw materials tobe used as well as the minimum acceptablephysical properties.

820.00002This specification outlines theelastomer requirements for Halliburton rub-ber components.


May 2004 7.1-3

68.00108This specification outlines therequirements for zinc phosphate coating ofHalliburton casing equipment made from cast-iron or steel as a base for painting, rubberiz-ing, or antigalling characteristics (for threadeditems). A minimum coating weight per squarefoot of surface area is specified along withquality control procedures that help ensureconsistent zinc phosphate coverage.

68.00007/68.00008These specifications out-line the painting requirements for Halliburtoncasing equipment.

820.00006This specification outlines thematerial requirements for aggregate concreteor mortar used in Halliburton casing equip-

ment. Slurry recipes and production testingprocedures are specified, as well as minimumacceptable compressive strength values.

70.71The specification details a method ofobtaining the documentation of the quality ofmanufactured parts through shop order iden-tification. This specification requires com-plete traceability including material,manufacturing, and testing. This documenta-tion is maintained for no less than five yearsand is available upon request.

70.72030This specification details the re-quirements for labeling and storage of assem-blies and subassemblies that containelastomer components but do not requireexternal packaging to protect those elasto-meric components.


7.1-4 May 2004

Notes


May 2004 7.2-1

7.2 855-Series Packer Shoes and Collars

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Figure 7.2.A855-series packer shoe

Halliburton 855-series formation packer shoes withflapper valves (Figure 7.2.A) help protect low-pres-sure formations from pressure surges while casing isbeing run. They also help prevent contamination ofthe cement caused by gas pressure below the forma-tion packer. Figure 7.2.B shows a 855-series forma-tion packer shoe.

Three operating configurations are possible withthis formation packer shoe:

Run with the flapper valve closed to float thecasing in to the hole

Run with an orifice tube to let the casing fillwhile running in the hole (Section 7.3, Figure7.3.A)

Run as a collar by removing the plastic guidenose

A setting ball and a latchdown plug and baffle arepackaged with each assembly. A latchdown plug isrequired because the flapper-valve packer shoe doesnot contain a backpressure valve to keep the cementin place. The maximum recommended differentialpressure across the mechanical packer is 1,000 psi attemperatures below 200F.

The standard 855-series packer shoe is manufac-tured with API 8rd casing threads. Premium threadsother than API 8rd and special grade casing gradesmay be ordered as a CSI.

The standard 855-series packer may be converted toself-filling with the addition of an orifice tube self-fillunit.

Operation and installation instructions (No.100078051-NX, 855.02899) for the 855-series packershoe are packaged with each packer shoe assembly.Because most 855-series packer shoes are drilled outafter completion of the cementing operation, drilloutinstructions are also included in the operation in-structions.

Dimensional data with maximum and minimumrecommended hole size, latchdown baffle ID, andlatchdown plug part numbers are proved in Table7.2.A and Figure 7.2.C.


7.2-2 May 2004

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Figure 7.2.BWellbore schematic of 855-series packer shoe


May 2004 7.2-3

Figure 7.2.C855-series packer shoe

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Part No.

Casing ODin. (mm)

APacker OD

in. (mm)

Max. Hole Sizein. (mm)

Min. Hole Sizein. (mm)

Actual Expansion

in. (mm)

LatchdownBaffle ID in. (mm)a

Multiple-StageLatchdown Plug

Part No.b

BMin. Tool

ID in. (mm)

CTool Length

in. (mm)

2.375 100004667Aluminum 4.00 33.30

(60) (102) (846)

2.87 100013901Aluminum 4.90 33.75

(73) (125) (857)

3.80812.03195

(100074987)Cast Iron

6.43 34.79

(97) (163) (884)

6.75(171)

7(178)

8.75(222)

6.12(155)

7.85(199)

855.127 6 1/4(159)7.37(187)

6.62(168)

8.37(213)

855.126(100078058)

4 1/2(114)

5 7/8(149)

7.50(191)

10.25(260)

855.136

5 1/2(140)

6 1/4(159)

7.00(178)

6.62(168)

7.75(197)

855.137(100078075)

7(178)

8.12(206)

7.50(191)

9.40(239)

855.138(101229121)

7 3/4(197)

9.50(241)

8.25(210)

11.37(289)

855.148(100078093)

9(229)

10.25(260)

8 1/4(210)

9.25(235)

Table 7.2.A855-Series Packer ShoeAPI 8rd

Notes: Recommended maximum and minimum hole sizes are those that have provided the best seal based on past experience. Consider hole condition when selecting the proper packer size. The maximum recommended differential pressure across the packer at temperatures below 200F is 1,000 psi.

bIf running a packer shoe below a stage cementer, use a Multiple-Stage latchdown plug rather than the latchdown plug provided with the packer. This latchdown plug must be ordered separately. See Section 5 for more information.

9.75(248)

12.75(324)

aThreaded latchdown baffles will fit in long or short API 8rd thread couplings for any weight of casing, unless specified otherwise. Baffle number 801.03734 is furnished with the 4 1/2-in. packer shoe. If using the baffle with a 4 1/2-in., 8rd short (5-in.) coupling, use baffle number 801.03733.

855.128(100005044)

8.37(213)

855.146(100078080)

7(178)

10.31(262)

855.147(120122319)

8.75(222)

10.43(265)

8(203)

8.75(222)


7.2-4 May 2004

Notes


May 2004 7.3-1

7.3 Orifice Tube for 855-Series Packer Shoe

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Figure 7.3.AOrifice tube for 855-series packershoe

Orifice tubes (Figure 7.3.A) allowing self fill-upare available in various sizes and should be selectedbased on existing hole conditions and the desiredrate of fill. The orifice tube can be pumped out atany time before the packer is set by dropping a balland applying pressure. If the flapper valve needs toclose, pump out the orifice tube to help prevent gasmigration from below. Orifice tube specificationsand accessories are provided in Table 7.3.A.

Orifice tubes may be installed with a special inser-tion tool before the shoe is installed in the casing.Orifice tube insertion tools (Part No. 855.0255) areavailable from Duncan stock or can be made in thefield (from hardwood or aluminum) based on Figure7.3.B.

To install an orifice tube in a packer shoe, follow theguidelines below:

1. Place the tube over the small end (0.48-in.OD) of the insertion tool.

2. Insert the orifice tube on the insertion toolthrough the setting ring in the top of thepacker shoe and into the valve body at thebottom of the packer shoe.

3. Firmly push the insertion tool to snap theorifice tube through the lock ring in the valvebody and lock the tube in position.

Figure 7.3.BOrifice tube installation tool

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7.3-2 May 2004

Tube IDin. (mm)

Fill-up AssemblyPart No.

Tube OrificePart No.

1 1/2-in.Weighted Ball

1/2(13) 855.02541 855.025317/8(22) 855.02543 855.02533

1(25)

855.02545(100078045)

855.02535(100078043)

1 1/8(29) 855.02547 855.025371 1/4(32)

855.02549(100078046)

855.02539(100078044)

70.00336(100020469)

Table 7.3.A855-Series Packer Shoe Orifice Tube Specifications and Accessories


May 2004 7.4-1

7.4 852-Series Packer Shoes and CollarsThe 852-series packer shoe (Figure 7.4.A) providesan economical method to pack off and help protect alow-pressure formation from cement contamination.These packer shoes can be used to float casing to thebottom, but they do not provide for casing fill whilegoing into the well. The inverted check valve at thebottom of the packer shoe allows well fluids to circu-late any time before the packer is set.

The 852-series packer collar (Figure 7.4.B) can beinstalled in the casing string above the shoe joint tohelp protect a lower formation from contaminationduring cementing. Several joints of casing or linercan be installed below the packer collar. This collarmay also be used for the following applications:

Set liners and perforated pipe

Set screen in saltwater disposal wells andwaterflooding projects

Cement wells where full-hole cementing is re-quired

Operators can run a packer shoe/collar below an EScementer by placing the cementer shutoff baffle oneor more joints above the formation packer shoe andcollar. The shutoff baffle provides a seat for theshutoff plug while still allowing the packer settingball to pass through it to the tool. A wellbore sche-matic is shown in Figure 7.4.C.

The 852-series packer shoe and collar are two sepa-rate product lines and cannot be converted in the fieldfrom one tool to the other. Standard tools are avail-able with API 8rd casing threads to be compatiblewith the lightest weight H-40 grade casing. Othercasing threads and grades are available upon request.

The 852-series packer shoes and collars are notrecommended for use in highly deviated or horizon-tal wellbores. The 852-series packer shoe is rated fora maximum differential pressure of 1,000 psi at200F when set in a competent hole within thepacker maximum and minimum hole-size restric-tion. Operating instructions (No. 10077842-NX,852.02001) for 852-series packer shoes and packercollars are packaged with each tool assembly. In-structions for drilling out the plugs and internalseats are also provided.

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Figure 7.4.A852-series packer shoe

Figure 7.4.B852-series packer collar

The 852-packer shoe sizes, part numbers, recom-mended hole sizes, and ball setting diameter areprovided in Table 7.4.A and Figure 7.4.D. Thesame information for the 852-series packer collar isprovided in Table 7.4.B and Figure 7.4.E.


7.4-2 May 2004

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Figure 7.4.CWellbore schematic of 852-series packer shoe


May 2004 7.4-3

Figure 7.4.D852-series packer shoe

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ShoePart No.

Casing ODin. (mm)

Packer ODin. (mm)

Max.Hole Sizein. (mm)

Min.Hole Sizein. (mm)

SettingBall ODin. (mm)

Tool Lengthin. (mm)

Min. IDin. (mm)

4 1/2 31.46 4.10(114) (799) (104)

2.00(51)

5 31.71 4.51(127) (805) (115)

5 1/2(140)

7(178)

8 5/8 34.54 8.04(219) (877) (204)

11.75(298)

36.58(929)

9.00(229)

852.037(100014075)

7.75(197)

852.053

12.00(305)

6.75(171)

6.12(155)

852.026(100014073)

6.25(159)

7.37(187)

6.62(168)

852.025(100077844)

5.87(149)

8.75(222)

7.50(191)

852.031(344584)

5.87(149)

6.75(171)

6.12(155)

852.027(100014074)

7.00(178)

6.62(168)

7.37(187)

6.62(168)

852.033 7.00(178)8.75(222)

7.50(191)

852.032 6.25(159)

9.25(235)

31.94(811)

5.02(128)852.036

(100005042)7.00(178)

8.12(206)

7.50(191)

852.035 6.25(159)7.00(178)

9.00(229)

10.25(260)

9.75(248)

Table 7.4.A852-Series Packer Shoes

8.75(222)

9.50(241)

8.25(210)8.37(213)

852.052(100005043)

8.25(210)

852.065(100159616)

11.50(292)

12.50(318)

852.062 11.00(279)

852.061 10.25(260)11.00(279)

10.75(273)


12.25(311)

2.37(60)

32.77(832)

6.50(165)

852.051(100077891)

8.00(203)

8.75(222)

9 5/8(245)

101277289


7.4-4 May 2004

Figure 7.4.E852-series packer collar

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ShoePart No.

Casing ODin. (mm)

Packer ODin. (mm)

Max.Hole Sizein. (mm)

Min.Hole Sizein. (mm)

SettingBall ODin. (mm)

Tool Lengthin. (mm)

Min. IDin. (mm)

5.87 6.75 6.12(149) (171) (155)

4 1/2 6.25 7.37 6.62 35.76 3.99(114) (159) (187) (168) 2.00 (908) (101)

7.00 8.75 7.50 (51)(178) (222) (190)

5 5.87 6.75 6.12 36.51 4.44(127) (149) (171) (155) (927) (113)

6.25 7.00 6.62(159) (178) (168)

5 1/2 7.00 8.12 7.50 36.76 5.00(140) (178) (206) (190) (934) (127)

7.75 9.50 8.25(197) (241) (210) 2.378.00 8.75 8.37 (60)

7 (203) (222) (213) 38.02 6.41(178) 8.25 9.25 8.75 (966) (163)

(210) (235) (222)9 5/8 11.00 12.00 11.75 40.85 8.93(244) (279) (305) (298) (1038) (227)

852.652(101364772)

852.665(100014077)

Table 7.4.B852-Series Packer Collars


852.625(120002259)

852.626

852.627(100077923)

852.631

852.635

852.636(101003694)

852.637

852.651


May 2004 7.5-1

7.5 Cup-Type Casing Packer ShoesCup-type casing packer shoes (Figure 7.5.A)are used in cased holes, but perform the samefunction as packer shoes set in open hole. Thesetools are most often used in workover opera-tions where new casing or tubing is set insidedeteriorated or damaged casing above an exist-ing pay zone. In these situations, cementing aninner string of pipe while keeping cement off theexisting pay zone(s) may be required.

Cup-type casing packer shoes have higher differ-ential pressure capabilities across the packerand can fit in tighter annulus spaces. These toolsare not kept in Duncan stock, and are availableby special order only.

Cup-type casing packer shoes have either drill-able seats or pumpout seats (Figure 7.5.B).Pumpout seats may be drilled out if necessary.Both types come with an operating ball and alatchdown plug. The pumpout seats can savetime and drilling costs because no drillout isnecessary after the cement job is complete.Wellbore schematics for both types are illus-trated in Figures 7.5.C and 7.5.D.

Operating and installation instructions (No.855.00100A, 101290932) are packaged with eachtool. These instructions provide information forboth types of cup-type packer shoes. The partnumbers and sizes for the drillable cup typecasing packer shoes are provided in Table 7.5.Aand Figure 7.5.E. The same information forpumpout cup type casing packer shoes is pro-vided in Table 7.5.B and Figure 7.5.F.

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Figure 7.5.ADrillable cup-type casing packer shoe

Figure 7.5.BCup-typepacker shoe withpumpout seats


7.5-2 May 2004

Figure 7.5.CWellbore schematic for drillable cup-type casing packer shoe

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May 2004 7.5-3

Figure 7.5.DWellbore schematic for pumpout cup-type packer shoe

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7.5-4 May 2004

Figure 7.5.EDrillable cup-type casing packer shoe

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Tubing or Casing OD

in. (mm)Part No.

Casing Size

in. (mm)Casing Weight

lb/ft (kg/m)A

in. (mm)B

in. (mm)

2 7/8(73) 855.01001

4 1/2(114)

9.5 to 11.6(14.1 to 17.3)

3.82(97)

2.44(62)

855.01510 13 to 14(19.4 to 20.9)855.01514 15.5 to 17.0(23.0 to 25.3)

4(102) 855.01955

a 13 to 14(19.4 to 20.8)

4 1/2(114) 855.02005

15.5 to 17.0(23.0 to 25.3)

4.62(117)

5(127)

855.02050a(120078482)

7(178)

23 to 29(34.3 to 43.2)

5.87(149)

4.41(112)

5 1/2(140) 855.02100

9 5/8(244)

36 to 40(53.6 to 59.6)

8.35(212)

4.91(125)

855.02163a8 5/8(219)

32(47.7)

7.79(198)

6.37(162)

855.02160 10 3/4(273)40.5 to 51.0

(60.3 to 76.0)9.65(245)

6.46(164)

9 5/8(245)

855.02300(101202956)

13 3/8(340)

48 to 61(71.5 to 90.9)

12.15(309)

8.92(227)

aFlush joint thread.Notes: These tools are available by special order only. Other size and thread combinations are available by request. Tubing threads are EUE 8rd and casing threads are 8rd unless otherwise specified.

Table 7.5.ADrillable Cup-Type Casing Packer Shoes

3 1/2(89)

5 1/2(140)

4.50(114)

7(178)

2.93(74)


May 2004 7.5-5

Figure 7.5.FPumpout cup-type casing packer shoe

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Casing ODin. (mm) Part No.

Casing Sizein. (mm)

Casing Weightlb/ft (kg/m)

Ain. (mm)

Bin. (mm)

Pumpout Pressure(P1-P2)

psi (kPa)855.00504

(100078013)4 1/2(114)

9.5 to 11.6(14.1 to 17.2)

3.82(97)

2.00(51)

3,500(24,100)

855.00520 5 1/2(140)13 to 14

(19.4 to 20.8)4.60(117)

2,530(17,400)

855.01021(100078024)

4 1/2(114)

9.5 to 11.6(14.1 to 17.2)

3.82(97)

2.44(62)

3,500(24,100)

855.01010(100159617)

13 to 14(19.4 to 20.8)

4.60(117)

2.46(63)

2,530(17,400)

3 1/2(89)

855.01520(101306414)

4.50(114)

2.89(73)

3,360(23,200)

4(102) 855.01956

a 4.62(117)

3.40(86)

5,200(35,900)

855.01991b14

(20.8)4.88(124)

2,560(17,600)

855.01988(101270277)

5.87(149)

3,200(22,100)

5 1/2(140)

855.02037(101239414)

6.15(156)

4.84(123)

2,800(19,300)

Notes: These tools are available by special order only, in casing sizes 5 1/2 in. and smaller. Other sizes, threads, and pumpout pressures are available by request. Tubing threads are EUE 8rd, and casing threads are 8rd unless otherwise requested.

Table 7.5.BPumpout Cup-Type Casing Packer Shoes

aNonupset 8rd thread.bFlush joint thread.

2 3/8(60)

2 7/8(73)

4 1/2(114)

5 1/2(140)

7(178)

15.5 to 17.0(23.1 to 25.3)

17 to 23(25.3 to 34.2)

3.99(101)


7.5-6 May 2004

Notes

Table of Contents7.1 Introduction to Packer Shoes7.1.1 Description and Application7.1.2 Industry and Halliburton Governing Specifications7.1.2.1 API 5CTPetroleum and Natural Gas IndustriesSteel Pipes for Use as Casing or Tubing for Wells7.1.2.2 API 5BSpecifications for Threading, Gauging, and Thread Inspection of Casing, Tubing, and Line Pipe Threads7.1.2.3 NACE MR0175Material RequirementsSulfide Cracking-Resistant Metallic Materials for Oilfield Equipment7.1.2.4 ASTM C109Standard Test Method for Compressive Strength of Hydraulic Cement Mortars7.1.2.5 Halliburton Specifications

7.2 855-Series Packer Shoes and Collars7.3 Orifice Tube for 855-Series Packer Shoe7.4 852-Series Packer Shoes and Collars7.5 Cup-Type Casing Packer Shoes