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Unit No.

B-243-36
Baker Oil Tools

Index: 820.10
Date: October 3, 2001
Page: 1 of 16

SUBSURFACE SAFETY SYSTEMS


TECHNICAL UNIT

Concentric Annulus Safety Valve (CASV) with Floating


Piston Size 9-5/8 x 4-1/2 for use with LEAVS Annulus
Safety Valve System
Product Family No. H73496
Aberdeen Controlled Product, contact Aberdeen Sustaining Engineering
for further information if required.

NOT FOR USE AS A REDUNDANT WELLHEAD

Description
The Baker Concentric Annulus Safety Valve
(CASV) is a surface controlled sub-surface concentric sleeve safety valve with metal to metal
housing connections, non-elastomeric closing
sleeve and rod piston dynamic metal spring energized (MSE) seal units. The CASV is controlled
from the surface via a small diameter hydraulic
control line connecting the safety valve to the
emergency shut-down system. Since the valve is
of the fail-safe closed type, when the applied control line pressure is removed, the valve automatically returns to the closed position, thus shutting in
the annular flow from the well.
The CASV has been designed as a sliding
sleeve device to minimize the pressure drop and
turbulence through the tool, and hence minimize
the possibility of debris and particles accumulating
around the valve closure and sealing mechanisms.
The design utilizes field proven non-elastomeric
technology in the design with the use of the same
rod piston actuator as is currently being utilized in
the highly reliable Baker T-5 series of tubing retrievable safety valves. The main seal elements
also use non-elastomeric sealing technology,
which are protected from any debris and flow by
non-elastomeric wiper rings.

Drawing No. A16-775-00


This document contains Confidential Information of Baker Hughes Incorporated (Baker) and is furnished to the customer for information purposes only. It is
requested that this document not be reproduced in any way whatsoever, in part or in whole, or distributed outside the customer organization without first obtaining
the express written authorization of Baker. This document is the property of Baker and returnable on request of Baker. November, 2001, Baker Hughes
Incorporated.

Unit No. B-243-36


10-3-01
Index 820.10
Page 2 of 16

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

WARNING
Use of Baker equipment contrary to
manufacturers specification may result in
property damage, serious injury or fatality.
Flow through the valve does not pass over any
of the sealing surfaces which protects against
harmful erosion. The wiper rings ensure that no
debris/scale can enter the areas where the seal
units are located preventing potential damage of
the seal units. The flow ports are positioned below
the closure and actuation mechanisms to ensure
that no gas flow and hence no particulate debris
passes over these mechanisms.
The design of the CASV has been reviewed by
an independent engineering laboratory and compared against the poppet type valve design. Extensive flow testing and pressure drop testing with
water and gas has been carried out by the independent engineering laboratory. Results indicate
that the CASV pressure drop is 16.5 times lower
than the pressure drop across the poppet type
valve at all flow rates. Concluding that the sliding
sleeve design will be less susceptible to blockage
or jamming caused by deposition of corrosion
products than the existing poppet valve design due
to the low pressure drop across the CASV.
When used in conjunction with the Baker model
FLX pack off tubing hanger and model CTA concentric tubing anchor or a LEAVS Annular Safety
System, the model CASV becomes part of a complete annular safety system. The CASV can also
be run with other annular safety systems as long
as the connections and spacing are compatible.

Features / Benefits
Low pressure drop characteristic through the

CASV due to large flow ports and a large


annular flow area.
Fail safe closed.
Closing mechanism and all seals are outwith
the flowpath.
Sliding sleeve and rod pistons utilize low
friction non-elastomeric MSE (Metal Spring
Energized) seal units.
Rod pistons utilize metal to metal stop seals in
the fully open and fully closed positions.
Non-elastomeric wiper rings.
Premium metal to metal connections
throughout.
Tubing and annular flow paths can be tested to
1.5 times the working pressure.
Tensile strength of the CASV is compatible
with the end connections.
Variable setting depth by replacement of the
power spring.
ID compatible with tubing connections.
Annulus above pump through capability.
Utilizes metal to metal jam nut fitting to attach
control line, which minimizes leak paths.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Unit No. B-243-36


10-3-01
Index 820.10
Page 3 of 16

Specification Guide
Material No. H734-96-9505
Function
Rated working pressure (psi)
Test pressure (psi)
Control chamber test pressure (psi)
* Piston displacement for two pistons (c.c.)
Temperature range (F)

1,200 ft SD
5,000
7,500
7,500
37.25
32 - 300
2,290 To 2,618+
Opening pressure at CASV (psi)
Shut-In Pressure
Required minimum opening at CASV to hold CASV open after initial 2,290 To 2,618 +
opening (psi)
Flowing Pressure
*** Maximum failsafe setting depth with salt water in the control line
1,200
(ft).
*** Maximum failsafe setting depth with hydraulic fluid in the control
1,539
line (ft).
Closing sleeve pump open pressure (psi)
700
Maximum differential opening pressure with 5,000 psi differential in
500
the control chamber (psi)
** Tensile load strength (lbs)
267,000
NOTE: *Piston displacement is the volume of fluid required to fully actuate the valve.
This calculated volume is a nominal value and does not include volume changes due
to:1. Fluid compressibility.
2. Pressure induced deflection of piston chamber components.
3. Pressure induced deflection of control line.
4. Seal movement during pressure reversals.
Due to these variables this value should be used as a reference only.
** Tensile Rating shown is for the CASV components and internal connections, the
rating does not include the end connections which may have a lower tensile rating.
When the tensile rating of the CASV and the tubing thread are different the lower
value must be applied. Please contact the nearest Baker Oil Tools Service Centre or
see thread manufacturers recommendations if information is needed for tensile
ratings on a specific tubing thread.
***These maximum fail-safe setting depths neglect the possibility of heavier annulus
fluid. If the annulus fluid is heavier than the control line fluid it must be acknowledged
that should the control line break, the hydrostatic pressure applied to the piston of the
safety valve is based on the gradient of the heavier annulus fluid. Therefore, the
maximum setting depth should be reduced accordingly.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Unit No. B-243-36


10-3-01
Index 820.10
Page 4 of 16

Technical Data
Item
No.
1
2
3
4
5
6
7
8

Function

1,200 ft SD

Net spring force Fs (lbs)


Total piston area A (in2)
Sea water gradient Pfw (psi/ft)
Hydraulic fluid gradient Pfd (psi/ft)
Safety allowance
Resultant pressure due to spring force (psi)
Ps = Fs/A
*** Maximum failsafe setting depth with salt water in the control line (ft) Hw
= {Ps/(Pfw) x (1.15) }
*** Maximum failsafe setting depth with hydraulic fluid in the control line
(ft) Hd = {Ps/(Pfd) x (1.15) }

222
0.354
0.454
0.354
1.15
627
1,200
1,540

***These maximum fail-safe setting depths neglect the possibility of heavier annulus fluid. If the
annulus fluid is heavier than the control line fluid it must be acknowledged that should the control
line break, the hydrostatic pressure applied to the piston of the safety valve is based on the
gradient of the heavier annulus fluid. Therefore, the maximum setting depth should be reduced
accordingly.

Recommended Control Line Fluids


Hydraulic oils used with Baker Surface Controlled Subsurface Safety Valves should meet the
following specifications:
Hydraulic Oil
Viscosity
Viscosity Index
Pour Point
Open Cup Flash
Point

10W
150 SUS at 100oF
44 SUS at 210oF
100 minimum
-35oF
400oF

Rust, oxidation and foam inhibitors added.


Some oils conforming to these specifications
are listed below:
Shell
Castrol

Tellus 22
Diala AX
Brayco Micronic HT200

The specifications and list of oils should satisfy


the requirements of most safety valve applications
where the operating temperature ranges from
20oF to 300oF. If the valve is designed to operate
at temperatures above or below this temperature
range, special oil may be required.

Recommendations for special control line fluids


can be obtained through correspondence with the
Aberdeen Engineering Department.
Water based control line fluids are not compatible with petroleum-based products, therefore care
should be taken to follow the Fluid Manufacturers
recommendations for cleaning/flushing control
systems prior to the introduction of water-based
fluids. Recommended water-based control line fluid for this Baker Concentric Annular Safety Valve
is:
Marson Bentley

Oceanic HW 443

The above water based control fluid should satisfy the requirements of most Safety Valve applications with operating temperatures up to 275oF.
Recommendations for other water-based control
line fluids can be obtained through correspondence with the Aberdeen Engineering Department.
NOTE: Item numbers are shown in brackets next to the
part name. Item numbers correspond to the Parts List
and Assembly Drawing.
Where pressures are stated refer to the Operating Data.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System
Running Procedure
1. Visually inspect the CASV prior to running it into
the well. It is recommended that non marking
jaws are used to make up the CASV to the tubing string. The CASV assembly will normally be
shipped to the rig site with pup joints already
made up.
2. Verify that tubing thread connections are made
up to the correct torque value.
3. Install control line into the CASV as shown below.
1/4" OD TUBING
JAM NUT (36)
REAR FERRULE (37)
FRONT FERRULE (38)

The procedure is as follows:


a. Cut the control line so that it is square on the
end and free of burrs.
b. Remove the Thread Protector (35) plug from
the control line port.
c. Slide the Control Line Jam Nut (36) onto the
control line.
d. Slide the Rear Ferrule (37) onto the control
line making sure the smaller shoulder is toward the end of the control line.
e. Slide the Front Ferrule (38) onto the control
line with the tapered end toward the end of
the control line.
f. Inspect the control line port to be sure that it
is clean and free from debris.
g. Slide the end of the control line into the control line port as deeply as possible and hold
in place.
h. Slide the control line jam nut, front and back
ferrules down the control line and into the
control line port.
i. Thread control line jam nut hand tight into the
control line port until it bottoms out on the
Rear Ferrule (37).
j. Tighten the Control Line Jam Nut (36) 1-1/4
turns from hand tight to seat the ferrules.

Unit No. B-243-36


10-3-01
Index 820.10
Page 5 of 16

NOTE: The 1-1/4 turn tightening procedure is


identical to standard swagelok installation and must
be followed exactly to ensure a reliable leak-proof
connection.

k. Back out the Control Line Jam Nut (36) and


inspect the ferrules to ensure that they have
crimped onto the control line.
l. Re-install the Control Line Jam Nut (36),
tighten by hand back to the original 1-1/4 turn
position then snug slightly with a wrench.
NOTE: Do not over torque the Control Line Jam Nut
(36) when re-installing.

4. Pressurise the control line to maximum Opening Pressure to verify the control line/valve
pressure integrity. Check visually to ensure that
the CASV is fully open.
Do not exceed the specified control chamber
test pressure.
5. Maintain this pressure on the control line while
tripping the tubing and control line into the hole.
Band the control line to the tubing as required.
Extreme care should be exercised to insure
that the control line is not damaged while
running in.
6. Follow the running and space out procedure for
the specific annular safety system being run.
7. Prior to making up the control line to the surface
hanger, wrap the control line two to three times
around the tubing and then make it up to the
surface hanger using the appropriate fittings.

Pulling Procedure
1. The CASV must be held in the open position
during retrieval and is retrieved along with the
tubing and the upper assembly of the annular
safety system. Control line pressure to be equal
to maximum opening pressure + shut-in annulus pressure.

Operation Instructions
With no differential
Once run to depth the CASV can be opened by
application of control line pressure and closed by
bleeding the control line pressure. There should
be no differential pressure between annulus
above and annulus below when opening and
closing the CASV. See Operating Data for relevant values.

Unit No. B-243-36


10-3-01
Index 820.10
Page 6 of 16

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

NOTE: The opening and closing characteristics of


the CASV will be different to those of a standard
safety valve. The opening and closing curves may
seem un-even with many spikes. This is due to the
friction of the non-elastomeric MSE seal Units acting
on the closing sleeve and is a standard
characteristic of the CASV. The fully open pressure
and the fully closed pressure are still clearly visible
on a chart recorder. See Figure 1 and notes for a
typical characteristic opening and closing pressure
curve.

With differential
In order to open the CASV with a differential at
the CASV the differential must first be reduced below the value stated in the Specification Guide and
then a maximum control line pressure of 5,000 psi
+ upper annulus or tubing (whichever is the lowest)
shut-in pressure can be applied. If the CASV does
not open then the differential pressure at the
CASV must be reduced or equalized.

CASV pump open procedure


Should it be required, the CASV can be
pumped open from annulus above. A closing
sleeve pump open value is stated in the Operating
Data. This value was obtained through testing and
will vary slightly with each CASV. The CASV will
never fully open in the pump open condition as the
power spring is always acting against the closing
sleeve trying to close it. As soon as the closing
sleeve sealing diameters come off the seals pump
through from annulus above to below will occur.
Following a pump through operation the CASV
should always be retrieved and returned to
Baker Oil Tools for inspection and re-dress.

Disassembly Instructions
Refer to Drawing No. A16-775-00
Most of the straight threads have been assembled with Loctite 242.
During disassembly inspect all threads for damage, sharp edges and galling.
Use non-marking torque jaws to break connections.
Use strap or chain wrench with soft jaw vice.
Wrench marks are not permitted on interior parts.

1. Break all thread connections except the Top


Sub (1) to Cylinder Sub (6) connection (Thread
U). Use torque fixture H0A-06400-00 for holding the Cylinder Sub (6).
2. Remove Set Screws (30) from Lower Housing
(32) then remove the Lower Housing (32) from
the Ported Housing (23).
3. Remove the lower MSE Seal Unit (31) from the
Lower Housing (32).
4. The Ported Housing (23) and Closing Sleeve
(22) cannot be disconnected from the Catch
Cap (20) until the Closing Sleeve (22) is
pumped fully open. Apply hydraulic pressure to
the control line until the Closing Sleeve (22)
moves out completely and hold.
5. Rotate the Ported Housing (23) back until
thread X is disengaged.
6. Remove Key Screw (29).
7. Slide the Ported Housing (23) back until the
Catch Cap (20) to Closing Sleeve (22) thread
connection is exposed.
8. Remove the Set Screws (21) from the Catch
Cap (20) and wind off the Catch Cap (20) from
the Closing Sleeve (22).
9. Bleed the control chamber pressure to zero.
10.Remove the Ported Housing (23) and Closing
Sleeve (22) as an assembly.
11.Slide the Closing Sleeve (22) out of the Ported
Housing (23).
12.Remove the Snap Rings (24), Snap Ring Support (25), upper MSE Seal Unit (26), Wiper
Rings (27) and O-Rings (28) from the Ported
Housing (23).
13.Remove the Outer Housing (16) from the Cylinder Sub (6).
14.Remove the Set Screws (18) from the Spring
Sleeve (13) and wind off the Catch (19). The
Catch Cap (20) and Catch (19) do not have to
be disassembled unless damaged.
15.Collapse the C-Ring (12) through the slots in
the Spring Sleeve (13) and then remove the
spring sleeve and c-ring from the mandrel.
16.Make up the spring compressor as shown on
Drawing No. A04-307-03.
NOTE: Align the slots on the Spring Washer (10)
with the slots on the Split Ring (Material No. H0A16546-00) from the spring compressor assembly.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System
17.Compress the Power Springs (14 and 15)
enough so that the Pistons (5) can be pulled out
of there seal bores in the Cylinder Sub (6). Unscrew the Pistons from the Spring Mandrels (8)
by turning counterclockwise with a " wrench
(approximately 30-50 in.lbs of torque should be
required). If necessary, clamp on the spring
mandrels " OD with pliers. Afterwards, deburr
spring mandrels if necessary.
CAUTION
Do not damage the metal-to-metal stop seal
nose on the top of the spring mandrels.
18.Push pistons back into bores so that they do not
come into contact with the spring mandrels
when untorquing.
19.Break out the Mandrel (34) from the Cylinder
Sub (6). Use torque fixture H0A-06400-00 for
holding the Cylinder Sub (6).
20.Remove the Top Sub (1) and Cylinder Sub (6)
from the Mandrel (34).
CAUTION
The Power Springs (14 and 15) are highly
compressed.
21.Grip the Mandrel (34) in a vice and install the
mandrel extension (Material No. H0A-1150001) onto the RBT thread as called out on Drawing No. A04-307-03. Wind back the spring compressor until the Power Springs (14 and 15) are
at their free lengths. Remove the spring compressor and mandrel extension.
22.Remove the Spring Washer (10), Coupling
(11), Power Springs (14 and 15) and the End
Stop (17) from the Mandrel (34).

Unit No. B-243-36


10-3-01
Index 820.10
Page 7 of 16

23.Using Piston Stop Assembly Tool (H05-2517000) loosen the Piston Stops (7) from the Cylinder Sub (6). Ensure that the assembly tool ID is
supported by the piston. Remove each piston
stop from the cylinder sub actuator ports.
24.Carefully remove both Pistons (5) from the Cylinder Sub (6) by pulling each one straight out.
Unscrew the Seal Mandrel Nut (2) from each
Piston using a " open-end wrench and turning
the nut counterclockwise (approximately 30-50
in.lbs of torque should be required). Remove
Dynamic Seals (3) and Split Bearings (4) from
the pistons and inspect for signs of wear, mechanical damage and evidence of control fluid
contamination. After examination, the seal assemblies should be held in quarantine or discarded.
CAUTION
Avoid damage to the Cylinder Sub Dynamic
Seal Bores by carefully pulling the Pistons
straight out. Do not clamp on the piston OD
use a " wrench to hold lower end of Piston
while removing seal mandrel nut.
25.Break out the Top Sub (1) from the Cylinder
Sub (6), only if required. Use torque fixture
H0A-06400-00 for holding the cylinder sub.
26.Replace the Control Line Jam Nut (36), Rear
Ferrule (37) and Front Ferrule (38).
27.Centralizer (33) can be left inside Lower Housing (32) unless damaged.
28.Clean and inspect all parts for damage with particular attention to all sealing areas.

Unit No. B-243-36


10-3-01
Index 820.10
Page 8 of 16

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Pre-Assembly Instructions
Prior to assembling the CASV, complete the following checklist:

Pre-Assembly Check List


Item
A
A.1
A.2
A.3
A.4
B
B.1
B.2

B.3
B.4
C
C.1
C.2
D
D.1

D.2

D.3

D.4

Description of Activity
Ensure that there is a complete set of parts for each valve assembly, and that the parts
are traceable
Refer to the applicable Assembly Pictorial, Parts List and Functional Test Data
drawings and/or documents for specific Assembly Instructions and Parts Lists for each
work order
Record all serial numbers of components used for each valve assembly. Do not allow
mixing of parts between valves
Check that all non metallic seals are the correct size and within usable shelf life limits
If common hardware items are called for, make sure there is an adequate supply of
the required screws, fasteners, shear stock etc to complete the assembly
Ensure that all parts are in good condition and fit for assembly in a CASV
Make sure that all threads and screw holes are clean and free of burrs and surface
defects. Inspect anti-galling thread coatings for uniformity and coverage
Make sure that all sealing surfaces and seal containing grooves are clean and smooth,
with no surface defects. Inspect all friction-reducing coatings to ensure uniformity and
coverage
Visually inspect all metallic parts for physical damage, corrosion or any other condition
that might negatively affect valve assembly or performance. Do not use worn, pitted
or otherwise damaged parts
Visually inspect all non-metallic sealing elements for flaws in material and
workmanship. Do not use cracked, pitted or otherwise damaged parts
Ensure that the proper tools for the job are available and in good working condition
Use strap or chain wrench with a soft jaw vise during assembly of moving parts
Use calibrated Torque Wrenches and the proper fixtures/assembly tools to assemble
small components, using the torques specified on the appropriate drawings and/or
assembly documents. Use calibrated, slow speed Torque Machine with recording
capability to make up body connections
Ensure that the proper lubricants and fluids are available for the given Work Order
Use Baker Downhole Grease, Product Family No. H49921, or equivalent for static
seals and general part lubrication
Use STP lubricant or equivalent on all body connections (RBT threads and RHN seal
noses). If water-based control fluid is specified for the valve, use the appropriate
water-based lubricant on the innermost RBT thread and the innermost RHN seal nose,
use STP on the outermost RBT thread and the outermost RHN seal nose
For Work Orders that do not call for the use of water-based control fluids, use G330M
or equivalent silicone-based grease for Dynamic Seals and sealing surface(s).
Cleaning of components may be done with commonly available general-use solvents
For Work Orders that call for specific, non-standard control fluid, including waterbased fluids, use the lubricant(s) called for by the fluid manufacturer for Dynamic
Seals and control fluid chamber sealing surface(s). Cleaning of components must be
done with solvent(s) appropriate for the control fluid, as specified by the fluid
manufacturer

Checked

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System
Assembly Instructions
Refer to Drawing No. A16-775-00
1. Install Wiper Rings (27) and O-Rings (28) and
upper MSE Seal Unit (26) into the Ported Housing (23).
NOTE: Position of the upper MSE Seal Unit
(26) on drawing.
2. Install Snap Rings (24) and Snap Ring Support
(25) to retain the MSE Seal Unit (26).
3. Lubricate OD of Closing Sleeve (22) then in the
vertical position slide the Closing Sleeve (22)
into the lower end of the Ported Housing (23).
4. Line up the slot in the Closing Sleeve (22) with
the tapped hole in the Ported Housing (23) and
install the Key Screw (29) with Loctite 242.
Check that all the ports on the Closing Sleeve
(22) line up with the ports on the Ported Housing (23) when in the opened position.
5. Apply Loctite 242 to the threads of the Closing
Sleeve (22) and make up the Catch Cap (20).
6. Apply Loctite 242 to the threads of the two Set
Screws (21) and install into the Catch Cap (20).
NOTE: Lapping and testing of metal to metal stop
seals only to be performed if required on order.
Otherwise go to Step 10.

Lapping procedure for metal-to-metal stop


seals
7. Lapping the metal-to-metal seal surfaces between the Pistons (5) and Piston Stops (7).
a. Thoroughly clean and inspect both the Piston
(5) and Piston Stop (7) to insure that there is
no damage to either sealing surface to be
lapped (Any cleaning solvent is appropriate
for this step).
b. Place a small amount of 6G3 Dialap Diamond lapping compound (very fine) on the
radius of the piston. Do not allow the compound to contact the small OD of the piston
as this could create scratches on the polished (non-sealing) surface. Hold the piston
stop in one hand and with a small amount of
pressure, slowly oscillate the piston against
the piston stop. When a rough feeling of the
two parts sliding against one another begins
to smooth out, slide the piston stop down the
shaft of the piston slightly and then bring
them back together again and slowly oscil-

Unit No. B-243-36


10-3-01
Index 820.10
Page 9 of 16

late as before. Continue this process for approximately 5 minutes.


c. Using a common solvent, clean the lapping
compound from the piston and piston stop
and inspect the sealing surfaces. The lapped
sealing surfaces should have small bands
that are of a consistent dark grey colour.
There should be no inconsistencies of the
colour or shiny spots present in the band and
the band should be of a consistent thickness.
If there is inconsistencies in the lapped
bands, repeat step 7b.
d. Clean the parts thoroughly with common solvent and blow dry. Inspect the lapped surfaces for consistent surfaces as described
above. If there are any shiny spots, more lapping is required. If the surfaces look good,
continue with the next step.
e. Repeat steps 7a through 7d for the other pair
of parts.
Caution
Keep the lapped parts together do not mix
sets
8. Lapping the metal-to-metal surfaces between
the Piston Stops (7) and the Spring Mandrels
(8).
a. Thoroughly clean and inspect the spring
mandrels to insure that there is no damage to
the sealing surface to be lapped (Any cleaning solvent is appropriate for this step).
b. With the piston stop on the appropriate piston, ensure that the threaded end of piston
stop is directed towards the top of the piston
then thread the spring mandrel onto the piston. It is not necessary to torque the connection at this time.
c. Follow steps 7b through 7e to provide a good
metal-to-metal seal surface between the piston stop and spring mandrel.
d. Disassemble all parts, keeping matched sets
together. Set parts aside in a protected
place.
9. Perform the metal-to-metal seal test as per the
Baker Oil Tools Safety Systems Quality Process Manual A002-30 using the Stop Seal Test
Fixture Assembly, Material No. H0A-16588-00.
Caution
Keep the lapped parts together do not mix
sets

Unit No. B-243-36


10-3-01
Index 820.10
Page 10 of 16

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Cylinder Sub cleaning/prepping procedure


10.Place Cylinder Sub (6) in soft-jawed vice. Carefully clean both piston bores using the procedure described.
a. Swab the ID of each cylinder sub piston hole
with the appropriate cleaning solvent* and a
clean, lint-free cloth. Use a wooden dowel or
brass rod to push the cloth through each
hole.
Caution
Do not damage the polished surfaces of the
Cylinder Sub Seal Bores
b. Rinse the holes clean with the appropriate
solvent* and inspect the interior of each hole
for cleanliness and polished surface integrity.
The finish inside the holes should be 16RMS
or better (mirror finish), with no scratches,
pits or other deformities.
c. Clean the threaded end of each cylinder sub
piston hole with a small, soft-wire or plastic
brush. Carefully remove all loose metal,
burrs, grinding dust etc. Flush and rinse the
threads with the appropriate solvent*.
Caution
Do not damage the metal-to-metal sealing
surface just behind the threads inside each of
the cylinder sub seal bores.
d. Air-dry the Cylinder Sub (6) seal bores and
threads; clean, dry compressed air may be
used to speed the process.
*NOTE: Appropriate cleaning solvent(s) depend on
the control fluid being used by the customer. See
Pre-assembly Checklist for guidance.

11.Lubricate the cylinder subs RBT threads and


RHN seal noses**. Thread Top Sub (1) onto
Cylinder Sub (6) to the torque value specified.
Use torque fixture, Material No. H0A-06400-00
for holding the cylinder sub.
**NOTE: Appropriate thread lubricants are covered
in the Pre-assembly Checklist, item D. Applications
for water-based fluid require the use of water-based
lubricants for those areas in contact with control
fluid.

12.Prepare piston sub-assemblies for assembly


with cylinder sub (refer to Detail A on Assembly
Pictorial).
NOTE: See Dynamic Seal Assembly Drawing No.
573-809-01 for part descriptions and configuration
of assembled components.

a. Clean the Piston (5), Seal Mandrel Nut (2),


Dynamic Seal Assembly (3) and the Piston
Stop (7) using the following procedure:

Piston sub-assembly cleaning/prepping


procedure
13.Bath and wipe the piston and piston stop with
the appropriate cleaning solvent* and a clean,
lint free cloth. Clean the threads on each end of
the piston with a soft brush dipped in solvent.
Be certain that all grinding compound and
grinding dust is removed from all portions of the
piston and stop seal.
Caution
Do not damage the polished surfaces of the
piston or stop seal.
a. Rinse the piston, seal mandrel nut and dynamic seal assembly with the appropriate
solvent* and inspect each part for cleanliness and polished surface integrity. The surface finish where the dynamic seals will be
placed should be 32 RMS of better (fine finish), with no scratches, pits or other deformities.
b. Air dry the Piston (5) seal surfaces and
threads. Clean, dry compressed air may be
used to speed the process.
*NOTE: Appropriate cleaning solvent(s) depend on
the control fluid being used by the customer. See
Pre-assembly Checklist for guidance.

14.Assemble the Dynamic Seal Assembly (3) onto


the Piston (5).
Caution
Extreme care must be used when handling and
installing Dynamic Seals (3).
a. Lightly lubricate the Dynamic Seal Assembly
(3) components and seal land on piston OD
with the appropriate lubricant (see item D in
Pre-assembly Checklist).
b. Slide hat ring flat-face first onto piston. Slide
first MSE jacket spring-end first onto piston
such that female end fits over the hat rings
pointed end. Slide one v-ring, female-end
first, the centre adapter and second v-ring,
male-end first, onto piston. Slide MSE jacket
spring-end last onto piston. Slide hat ring,
pointed-end first, onto piston such that the
hat ring enters the cavity in the MSE jacket.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System
c. Place a thin film of Loctite 242 on same
threads.
Caution
Be certain that Loctite does not contact the
dynamic seals
d. Make up Seal Mandrel Nut (2) with Piston
(5). Hold Piston with " wrench while torquing seal mandrel nut to 30 in.lbs with a 3/8"
wrench.
e. Install Split Bearing Rings (4) in groove of
Piston (5). Use a small amount of grease, if
necessary, to retain split bearings on piston.
NOTE: Grease to be compatible with control line
fluid.

15.Assemble both Piston Sub-Assemblies (2, 3, 4,


5) into Cylinder Sub (6), leaving ends of pistons
extended a couple of inches from the seal bore.
16.Apply a small amount of loctite on the Piston
Stop (7) thread, avoiding contact with the metal-to-metal seal nose on the end of the piston
stop. Install piston stop over the piston and
thread in cylinder sub. Torque piston stop to 33
ft.lbs using Piston Stop Assembly Tool (H0525170-00). Ensure that the assembly tool is
supported by the piston. Repeat for second piston assembly.
17.Using the spring compressor, Material No.
H0A-04307-03, assemble the cylinder sub onto
the Mandrel (34) using the following procedure:a. Make up the Mandrel Extension (Material
No. H0A-11500-01) from the spring compressor assembly to the CASV Mandrel (34).
Slide the End Stop (17), Power Springs (14
and 15), Coupling (11) and Spring Washer
(10) onto the mandrel until the end stop bottoms out against the shoulder.
NOTE: Closed ground ends on the Power Springs
(14 and 15) should be at 180 degrees from one
another.

b. Slide a Dampener Spring (9) over each


Spring Mandrel (8). Align spring mandrel
flats with the slots in the Spring Washer (10)
then compress a dampener spring between
the spring mandrel and spring washer, pushing the hooked end of the spring mandrel
onto the lip of the Coupling (11). Repeat with
the second dampener Spring/spring mandrel/spring washer.

Unit No. B-243-36


10-3-01
Index 820.10
Page 11 of 16

c. Make up the Spring Compressor Assembly,


Material No. H0A-04307-03 and compress
the power springs until it is possible to make
up the Mandrel (34) thread into the Cylinder
Sub (6). Torque connection to the value
specified. Use torque fixture, Material No.
H0A-06400-00 for holding the cylinder sub.
NOTE: Grip over the thickest section of the Mandrel
(34), avoiding spring compressor rods.

18.Pull the ends of the pistons out and align the


spring mandrels with pistons. Place a thin film
of loctite on both exposed piston threads.
Thread Pistons (5) into Spring Mandrels (8) and
torque to 30 in.lbs with " wrench on piston.
19.Pump out pistons to slacken spring compressor. Remove the spring compressor. Slowly
bleed off pressure.
20.Slide the C-Ring (12) up over the power springs
and to the groove on the Coupling (11).
21.Apply a light coating of grease to the ID of the
Spring Sleeve (13) and then slide it up towards
the coupling/c-ring.
22.Collapse the C-Ring (12) into the Coupling (11)
groove and move the Spring Sleeve (13) up so
the c-ring snaps out into the spring sleeve
groove.
23.Make up the Catch (19) to the Spring Sleeve
(13).
24.Apply loctite to the threads of the two Set
Screws (18) and install into the Catch (19).
25.Apply a light coating of Baker Down Hole
Grease over the OD of the Spring Sleeve (13)
then thread the Outer Housing (16) to the Cylinder Sub (6) to the torque value specified. Use
torque fixture, Material No. H0A-06400-00 for
holding the cylinder sub.
NOTE: Outer Housing (16) is different at each end.

26.Push the Closing Sleeve (22) up through the


Ported Housing (23) as far as possible until it
no-goes on the 45-degree shoulder. Apply
grease to the OD of the Catch Cap (20).
27.Slide the Ported Housing (23)/Closing Sleeve
(22) assembly over the Mandrel (34) and guide
the Catch Cap (20) inside the Catch (19).
28.Pump out the pistons fully and then connect
Catch Cap (20). Bleed pressure slowly down
until Outer Housing (16) and Ported Housing
(23) RBT threads engage.

Unit No. B-243-36


10-3-01
Index 820.10
Page 12 of 16

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

29.Make up the thread between the Outer Housing


(16) and the Ported Housing (23).
30.Release the pressure from the hand pump so
that the Closing Sleeve (22) is pulled through
by the Catch (19) into its fully closed position.
Torque RBT connection to value specified.
31.Install the Centralizer (33) into the Lower Housing (32).
32.Apply grease to the sealing ID of the Lower
Housing (32) and slide in the lower MSE Seal
Unit (31).
NOTE: Position of the lower MSE Seal Unit (31) on
drawing.

33.Apply grease to the ID of the lower MSE Seal


Unit (31) then make up the connection between
the Lower Housing (32) and the Ported Housing (23).
Caution
Take care when making up the Lower Housing
(32) to the Ported Housing (23) that the lower
MSE Seal Unit (31) is not damaged.
34.Apply loctite to the threads of the two Set
Screws (30) and install into the Lower Housing
(32).
35.Visually inspect the exterior of the valve for
wrench marks or burrs (if any, remove them).
36.Perform functional testing per the appropriate
section of the Baker Oil Tools Safety Systems
Quality Process Manual.
37.Install Thread Protector (35) into the Cylinder
Sub (6) and place items (36), (37) and (38) into

a bag and attach to the valve for storage/shipping.


NOTE: The CASV should be stored in the vertical
position.

Functional Test Procedure


The approved Baker Test Procedure for Subsurface Annular Safety Valves is maintained at the
factory and in all Baker Oil Tools Service Centres.
See Test Fixture Assembly Drawing A07-570-02
or A17-212-00 for test fixtures and test set up.
1. See the Operating Data section for the necessary data required to complete the testing.
2. If any abnormality is detected the test must be
terminated. The valve must then be dis-assembled and inspected.
3. After re-assembly the test must be started from
the beginning.

Maintenance
1. These assembled CASVs should be stored
vertically. These Valves can be stored indefinitely.
2. Each CASV should be operationally tested every month. Operations testing includes one
complete cycle of opening and closing in the
well. If the CASV malfunctions or fails to close
it must be replaced or repaired.
3. A Failure Report must be completed and submitted with the CASV if the CASV fails to operate according to this operating manual.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Unit No. B-243-36


10-3-01
Index 820.10
Page 13 of 16

CONTROL LINE PRESSURE (PSI)

Figure 1: Opening and Closing Pressure Curve for a Concentric Annular


Safety Valve (CASV) with Water based Control Fluid.
F

D
C
B
H

J
E

L
M

G
I

TIME (MINS)

Note: Characteristic will vary depending on scale, chart speed and the test fluid inside the valve. This characteristic is based
on HW 443 control line fluid and Kutwell 40 as the test fluid.
A. Pressure is built up due to the friction caused by the two MSE Seal Units against the Closing Sleeve OD. Once the pressure overcomes the friction it drops rapidly due to the upper MSE Seal Unit crossing over the flow port relief groove on the
Closing Sleeve.
B. The upper MSE Seal Unit moves over the relief groove and friction is halved with the only friction being from the lower
MSE Seal Unit acting against the Closing Sleeve OD.
C. Upper MSE Seal Unit moves back onto the Closing Sleeve OD.
D. Closing Sleeve moves towards the fully open position and overcomes the friction caused by both MSE Seal Units.
E. CASV is in the fully open position.
F. Pressure is brought up to maximum control line pressure required.
G. Start of closing cycle.
H. Closing Sleeve moves towards the fully closed position and overcomes the friction caused by both MSE Seal Units.
I. Pressure drops rapidly due to the upper MSE Seal Unit moving over the flow port relief groove on the Closing Sleeve.
J. Friction is halved with the only friction being from the lower MSE Seal Unit acting against the Closing Sleeve OD.
K. Upper MSE Seal Unit moves back onto the Closing Sleeve OD.
L. CASV Closing Sleeve is in the fully closed position.
M. Piston Stop/Spring Mandrel fully closed.

10-3-01
Unit No. B-243-36
Index 820.10
Page 14 of 16

Baker Concentric Annular Safety Valve


Assembly And Dimensional Data Drawing No. A16-775-00
36

37

38

10

11

MSE JACKET
SPRINGS

CENTRE ADAPTER

HAT RING

V-RING

DETAIL SHOWN W/
THREAD PROTECTOR
(ITEM 35) REMOVED

ITEM 3
REF.

DETAIL 'A'
6
T

12

13

14

15

16

17

18

19

'A'

20

21

22

23

24

26 27

28

27

29

30

31

32

33

34
Y

25

C
D

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with

35

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Unit No. B-243-36


10-3-01
Index 820.10
Page 15 of 16

CASV with Floating Piston for use with LEAVS Annulus Safety Valve System
Dimensional Data, Size 9-5/8 x 4-1/2
Refer to Drawing No. A16-775-00
Material No.
Dimension
Size
A
B
C
D
Thread S
Thread T
Thread U
Thread V
Thread W
Thread X
Thread Y
Thread Z

H734-96-9505
Size (in.)
9-5/8 x 4-1/2
8.000/7.985
3.980/4.020
13.582
111.62
7.375 OD Regular Acme Thd.
4-1/2 OD 11.6lbs New Vam Box Thread
7.985 OD 57.2 lbs RHN-6 Thread
8.000 OD 44.06 lbs RBT-6 Thread
4-1/2 OD 11.6 lbs New Vam
8.000 OD 44.06 lbs RBT-6 Thread
7.00 OD 29 lbs Vam AG Pin
4-1/2 OD 11.6 lbs New Vam Box Thread

Note: Dimensional data may vary slightly from the specific


Assembly Drawing. The ID stated (Dimension B) is the
minimum ID through the CASV but does not take into account
the top connection (Thread T) as that will be as ordered.

Concentric Annulus Safety Valve (CASV) with


Floating Piston Size 9-5/8 x 4-1/2 for use with
LEAVS Annulus Safety Valve System

Unit No. B-243-36


10-3-01
Index 820.10
Page 16 of 16

CASV with Floating Piston for use with LEAVS Annulus Safety Valve System
Parts List, Size 9-5/8 x 4-1/2
Refer to Drawing No. A16-775-00
Item
No.

Description

No.
Reqd

1
2
*3
*4
5
6
7
8
9
10
11
12
13
14
15
16
17

Top Sub
Seal Mandrel Nut
Dynamic Seal Assembly
Split Bearing
Piston
Cylinder Sub
Piston Stop
Spring Mandrel
Dampener Spring
Spring Washer
Coupling
C-Ring
Spring Sleeve
Power Spring Right Hand
Power Spring Left Hand
Outer Housing
End Stop

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

* 18

Set Screw

19
20

Catch
Catch Cap

1
1

* 21

Set Screw

22
23
24
25
* 26
* 27
* 28
29

Closing Sleeve
Ported Housing
Snap Ring
Snap Ring Support
MSE Seal Unit
Wiper Ring
O-Ring
Key Screw

1
1
2
1
1
2
2
1

* 30

Set Screw

* 31
32
33
34
35
* 36
* 37
* 38

MSE Seal Unit


Lower Housing
Centralizer
Mandrel
Thread Protector
Control Line Jam Nut
1/4 Rear Ferrule
1/4 Front Ferrule

1
1
1
1
1
1
1
1

Size (in.) And Material No.


9-5/8 x 4-1/2
H734-96-9505
H0A-16537-01
H0A-16325-00
H05-73809-01
H05-75670-00
H0A-16356-00
H0A-16538-00
H05-75463-00
H0A-16359-00
H05-73350-00
H0A-16539-00
H0A-16540-00
H0A-16541-00
H0A-16542-00
H0A-16548-00
H0A-16549-00
H0A-16544-01
H0A-01265-01
HWW-G60B-041
(10-32 x 1/8 Lg)
H0A-16543-00
H06-10057-01
HWW-G518-061
(1/4-20 x 3/16 Lg)
H0A-16364-00
H0A-16545-01
H06-10573-01
H06-10574-01
HWV-GE31-001
H0A-17328-00
HWW-B165-V40
H0A-02282-01
HWW-G518-0B1
(1/4-20 x 5/16 Lg)
HWV-GE32-001
H0A-16372-00
H0A-16373-00
H0A-16547-01
HWV-S10H-000
H05-56295-01
HWW-WX00-512
HWW-WX00-511

* Redress Kit Material No. H0A-16775-00 consists of these parts

BAKER OIL TOOLS


PARTS LIST

Page 1 of 1

ASSEMBLY MATERIAL #: H734969505 DESCRIPTION: oncentric Annulus Safety Valve (CASV)


with Floating Piston Size 9-5/8 x 4-1
ASSEMBLY TECH UNIT #: B24336
ITEM #
MATERIAL #
DESCRIPTION
QTY.
___________________________________________________________________________________
0001
H0A1653701
TOP SUB F/9.625 X 5.500 C.A.S.V.
1.000
0002
H0A1632500
SL MNDRL NUT BMS-U101
2.000
0003
H057380901
OBS S/S H057380904 ECN B1153-09
2.000
0004
H057567000
SPLT BRNG
4.000
0005
H0A1635600
PSTN BMS-U101
2.000
0006
H0A1653800
CYLR SUB BMS-S210
1.000
0007
H0A3410500
PSTN STOP BMS-U103
2.000
0008
H0A1635900
SPRNG MNDRL BMS-U101
2.000
0009
H057335000
DMPNR SPRNG BMS-G502
2.000
0010
H0A1653900
SPRNG WSHR BMS-S210
1.000
0011
H0A1654000
CPLNG BMS-S210
1.000
0012
H0A1654100
CRG BMS-S210
1.000
0013
H0A1654200
SPRNG SLV BMS-S210
1.000
0014
H0A1654800
PWR SPRNG BMS-G501
1.000
0015
H0A1654900
PWR SPRNG BMS-G501
1.000
0016
H0A1654401
OTR HSG BMS-S210
1.000
0017
H0A0126501
END STOP BMS-S210
1.000
0018
HWWG60B041
HEX SKT SET SCW CP PNT
2.000
0019
H0A1654300
CTCH BMS-S210
1.000
0020
H061005701
CTCH CAP BMS-S210
1.000
0021
HWWG518061
HEX SKT SET SCW
2.000
0022
H0A1636400
CLS SLV BMS-S213
1.000
0023
H0A1654501
PRTD HSG BMS-S210
1.000
0024
H061057301
SNPRG BMS-S210
2.000
0025
H061057401
SNPRG SPT BMS-S210
1.000
0026
HWVGE31002
MSE SU
1.000
0027
H0A1732800
WPR RG
2.000
0028
HWWB165V40
O-RING 165 V40 VITON 90 DURO
2.000
0029
H0A0228201
KY SCW BMS-S210
1.000
0030
HWWG5180B1
HEX SKT SET SCW
2.000
0031
HWVGE32001
MSE SU
1.000
0032
H0A1637200
LWR HSG F/9.6" X 5.5" CASV
1.000
0033
H0A1637300
CNTRZR BMS-S210
1.000
0034
H0A1654701
MNDRL F/9.625" C.A.S.V.
1.000
0035
H057726400
THD PROTR
1.000
0036
H055629501
C/L JMNT
1.000
0037
H058110900
RR FRRL
1.000
0038
H058111000
FRNT FRRL
1.000

Note: Material Numbers beginning with "9" indicate Spare Parts Kits, Repair Kits,
and/or test fixtures. These items are included on the Bill of Materials for information
only and are not typically included with the valve at the time of shipment.