Professional Documents
Culture Documents
Operating Instructions
ES20.39754C
Table of Contents
1.0 Introduction.......................................................................................................................................1
1.1 Trackmaster® Plus Wellbore Departure Systems................................................................1
1.2 Innovative Features.............................................................................................................2
1.2.1 Multi-Ramp Whipstock ........................................................................................2
1.2.2 Mill/Whip Hook-up ..............................................................................................2
1.2.3 Whipstock System Retrieval ................................................................................3
1.3 Trackmaster Plus Anchor Systems .....................................................................................3
1.3.1 Trackmaster Plus Hydraulic Anchor ....................................................................3
1.3.2 Trackmaster Plus Hydraulic Anchor with Pack-off Element ...............................4
1.3.3 Trackmaster Plus Mechanical Anchor..................................................................4
1.3.4 Trackmaster Plus Inflatable Anchor .....................................................................4
1.3.5 Trackmaster Plus Expandable Anchor..................................................................5
1.4 The Trackmaster Plus Mills................................................................................................5
1.4.1 Trackmaster Plus FasTrack Tri-Mill ....................................................................5
1.4.2 Trackmaster Plus Hard Formation Bi-Mill...........................................................5
1.4.3 Trackmaster Plus GeoTrack Mill .........................................................................6
1.5 Hydraulic Running Tool .....................................................................................................6
1.6 Non Advancing Multi-Cycle By-Pass Valve ......................................................................6
1.7 Retrievable Features ...........................................................................................................7
1.7.1 Hook Assembly Retrieval Tool ............................................................................7
1.7.2 Die Collar Assembly Retrieval Tool ....................................................................7
2.0 Equipment for Sidetrack ...................................................................................................................8
2.1 Shop Tools Required ..........................................................................................................8
2.2 Recommended Spares and Redress Kit ..............................................................................8
2.3 Bottom Hole Assembly Components..................................................................................9
2.3.1 Well Preparation...................................................................................................9
2.3.2 Sidetrack...............................................................................................................9
2.3.3 Retrieval ...............................................................................................................9
2.4 Service Facility Checks ......................................................................................................9
3.0 Preparation for Sidetrack ................................................................................................................11
3.1 Equipment.........................................................................................................................11
3.2 Well Preparation ...............................................................................................................11
3.3 Milling Fluid Guidelines...................................................................................................12
3.4 Non-Advancing Multi-cycle Bypass Valve Test Procedure .............................................13
4.0 Trackmaster Plus System Make up Procedure ................................................................................15
5.0 Running Procedure..........................................................................................................................21
5.1 Run the Whipstock Assembly...........................................................................................21
5.2 Orient the Whipstock Assembly .......................................................................................21
5.3 Set the Whipstock Assembly ............................................................................................22
5.3.1 Trackmaster Plus Hydraulic Anchor ..................................................................22
5.3.2 Trackmaster Plus Expandable Anchor................................................................22
5.3.3 Trackmaster Plus Mechanical Anchor................................................................22
5.4 Break the Mill from the Whip...........................................................................................23
5.4.1 Trackmaster Plus Hydraulic Anchor ..................................................................23
5.4.2 Trackmaster Plus Expandable Anchor................................................................23
5.4.3 Trackmaster Plus Mechanical Anchor................................................................24
5.5 Mill the Window...............................................................................................................24
5.6 Drill the Rathole ...............................................................................................................25
5.7 Pull Out of the Hole..........................................................................................................25
5.8 Drilling Recommendations ...............................................................................................26
6.0 Retrieving the Whipstock Assembly...............................................................................................27
6.1 Hook Assembly Retrieval Tool ........................................................................................28
6.2 Die Collar Assembly Retrieval Tool.................................................................................29
6.3 Sheared Hinge Pin ............................................................................................................30
6.4 Window Specifications .....................................................................................................30
7.0 Best Make up Practices for the Trackmaster Plus Whipstock Assembly......................................32
®
ES20.39754C i of ii Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
List of Figures
Figure 1 Trackmaster Plus Wellbore Departure Systems ..............................................................................................1
Figure 2 Whip to Mill Head Hookup.............................................................................................................................3
Figure 3 Trackmaster Plus Hydraulic Anchor ...............................................................................................................3
Figure 4 Trackmaster Plus Hydraulic Anchor with Pack-off Element ..........................................................................4
Figure 5 Trackmaster Plus Mechanical Anchor.............................................................................................................4
Figure 6 Trackmaster Plus Inflatable Anchor................................................................................................................4
Figure 7 Trackmaster Plus Expandable Anchor ............................................................................................................5
Figure 8 Trackmaster Plus FasTrack Tri-Mill ...............................................................................................................5
Figure 9 Trackmaster Plus Hard Formation Bi-Mill......................................................................................................6
Figure 10 Trackmaster Plus GeoTrack Mill ..................................................................................................................6
Figure 11 Multi-Cycle By-Pass Valve...........................................................................................................................6
Figure 12 Hook Retrieval Tool......................................................................................................................................7
Figure 13 Die Collar Assembly Retrieval Tool .............................................................................................................7
Figure 14 Break Bolt Location in Whip ......................................................................................................................16
Figure 15 Marking Locking Pin Location (Tool Sizes 7-inch and Larger Depicted) ..................................................16
Figure 16 Marking Locking Pin Location (Tool Sizes 5 1⁄2-inch and Smaller Depicted) ............................................17
Figure 17 Break Bolt Pre-assembly for 7" and Larger Size Tools...............................................................................17
Figure 18 Break Bolt Pre-assembly for 4 1⁄2", 5", 5 1⁄2" Size Tools .............................................................................18
Figure 19 Break Bolt Location in Mill for All Tool Sizes...........................................................................................18
Figure 20 Final Whip to Mill Assembly......................................................................................................................19
List of Tables
Table 1 Recommended Spares and Redress Kit ............................................................................................................8
Table 2 Torque Specifications .....................................................................................................................................10
Table 3 Flow Rate to Close Non Advancing Multi-Cycle By-Pass Valve ..................................................................14
Table 4 Approximate Break Bolt Shear Values (Standard).........................................................................................23
Table 5 Approximate Break Bolt Shear Values (Standard).........................................................................................23
Table 6 Set Down Loads and Approximate Break Bolt Shear Value (Standard) ........................................................24
Table 7 Recommended Milling Parameters.................................................................................................................25
Table 8 Whipstock Assembly Retrieving Specifications with Hydraulic Set Anchor or Mechanical Set Anchor ......27
Table 9 Whipstock Assembly Retrieving Specifications with Expandable Anchor ....................................................27
Table 10 Shear Values for the Hinge Pins and Fishing Neck Dimensions ..................................................................30
Table 11 Window Specifications-Trackmaster Plus System .......................................................................................31
®
Trackmaster Plus ii of ii ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 1
1.0 Introduction
1.1 Trackmaster® Plus Wellbore Departure Systems
The Trackmaster Plus Wellbore Departure Systems represents an application
specific and results driven approach to one-trip reliability and cost optimization
(Figure 1). The running assembly consists of a mill and whipstock assembly. The
anchor sub-assembly can be a retrievable hydraulic anchor, a mechanical anchor,
a permanent packer, and an open hole inflatable anchor or expandable hydraulic
anchor. Cased hole anchors, except the permanent packer and Thru-Tubing
Anchor, are designed for dependable retrieval. The objective of the Trackmaster
Plus Wellbore Departure Systems is to accomplish the following steps in a single
trip:
INDEX
DATE: March 30, 2004
ES20
Operating
DRAWN: CSL Instructions
P.O. Box 60068 HOUSTON, TX 77205
APRVD: JM
This drawing and data embody
proprietary information which is the
confidential property of Smith C 24123 08/16/05 J. Mayol
®
International, Inc., and which shall not B 22414 04/30/04 gm Trackmaster Plus
be copied, reproduced, disclosed to Wellbore Departure
A 22346 04/07/04 gm Systems
others, or used in whole or in part for
any purpose, without the written – 22294 03/30/04 JM
permission of Smith. This drawing is REV ECO DATE BY
loaned in confidence with the
SPEC. NO.
understanding that it shall be returned Revision bar in margin represents latest revisions. ES20.39754
on demand.
1 of 37
Introduction Section 1
The whipstock assembly may be oriented and set at any depth. It should be
located immediately above a casing collar to provide a smooth I.D. in which to set
the anchor and mill the window. A surveying system should be run with the
Trackmaster Plus Wellbore Departure Systems to determine the preferred
orientation for the sidetrack. When orientating in a specific direction and if a hole
angle of more than two degrees exits at the setting depth, then it is recommended
that the whipstock assembly be set 0 – 90 degrees to the right or left of high side
of the hole. With small modifications the Trackmaster Plus Wellbore Departure
Systems can be configured to exit from low side of the hole.
®
Trackmaster Plus 2 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 1 Introduction
Rubber Grommet
Whip
Locking Pin
Break Bolt
Figure 3
Trackmaster Plus Hydraulic Anchor
®
ES20.39754C 3 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Introduction Section 1
Figure 4
Trackmaster Plus Hydraulic Anchor with Pack-off Element
Figure 5
Trackmaster Plus Mechanical Anchor
Figure 6
Trackmaster Plus Inflatable Anchor
®
Trackmaster Plus 4 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 1 Introduction
Figure 7
Trackmaster Plus Expandable Anchor
Figure 8
Trackmaster Plus FasTrack Tri-Mill
Figure 9
Trackmaster Plus Hard Formation Bi-Mill
Figure 10
Trackmaster Plus GeoTrack Mill
Figure 11
Multi-Cycle By-Pass Valve
®
Trackmaster Plus 6 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 1 Introduction
Figure 12
Hook Retrieval Tool
Figure 13
Die Collar Assembly Retrieval Tool
®
ES20.39754C 7 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Section 2
Table 1
Recommended Spares and Redress Kit
Description
Control Line Hose Adapter
Control Line Assembly
Rubber Grommet
Break Bolt
Break-off Plugs
Orifices & O-rings
Running Tool Redress Kit
Locking Pin
®
Trackmaster Plus 8 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 2 Equipment for Sidetrack
®
ES20.39754C 9 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Equipment for Sidetrack Section 2
2.4.2 The whipstock assembly may be shipped to the service facility or job site
in two pieces. Use the following torque specification for making-up the
connection between the hinge connector and anchor sub-assembly (see
Table 2).
Table 2
Torque Specifications
Hydraulic Anchor Connection Size Torque
Size (in) (in) (ft·lb)
5
16 8 ⁄8 IF 60,000
3 5
13 ⁄8 8 ⁄8 IF 60,000
3 1
11 ⁄4 5 ⁄2 IF 40,000
3 1
10 ⁄4 5 ⁄2 IF 40,000
5 1
9 ⁄8 5 ⁄2 IF 40,000
5
7 ⁄8 4 IF 18,000
1
7 3 ⁄2 IF 15,000
1 7
5 ⁄2 2 ⁄8 IF 6,500
3
5 2 ⁄8 IF 4,500
1 3
4 ⁄2 2 ⁄8 IF 4,500
Expandable Anchor Connection Size Torque
(in) (in) (ft·lb)
3 5
13 ⁄8 x 20 8 ⁄8 IF 60,000
5 3 1
9 ⁄8 x 13 ⁄8 5 ⁄2 IF 40,000
5 1
7 x 9 ⁄8 3 ⁄2 IF 15,000
1 3.0-10-2G-SA
4 ⁄2 x 7 6,000
Box w/ Socket Set Screws
1 2.25-8-2G-SA
3 ⁄2 x 7 800
Box w/ Socket Set Screws
Mechanical Anchor Connection Size Torque
Size (in) (in) (ft·lb)
5 1
9 ⁄8 4 ⁄2 IF 30,000
5 1
8 ⁄8 4 ⁄2 IF 30,000
5 1
7 ⁄8 3 ⁄2 IF 15,000
1
7 3 ⁄2 IF 15,000
1 7
5 ⁄2 2 ⁄8 IF 6,500
3
5 2 ⁄8 IF 4,500
1 3
4 ⁄2 2 ⁄8 IF 4,500
®
Trackmaster Plus 10 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 3
3.1.1 Account for and inspect all equipment for possible damage during
shipment. Check condition of all connections, fittings and any hydraulic
lines on the whipstock assembly.
3.1.2 Caliper and record the O.D. of the mill and the dimensions of the bottom
hole assembly components. Measure and record length of whip face.
3.1.3 If the running tool is used, remove the piston. Check the condition of the
piston and O-ring. The piston will be reinstalled after the system has been
filled with hydraulic fluid.
Note: If running tool has only one end that is bore-backed, then be sure bore-backed
end is pointed down (i.e. end that is made-up to the mill).
3.1.4 Check the fit of the orifices (nozzles) in the lead mill nozzle housings. The
threads must be clean, free of dings and burrs. Flush the mill if needed to
clear obstructions. Use the bottom threads taps if rework is needed.
3.1.5 Check for proper make up of the break-off plug and control line hose
adapter to the nozzle housing without the O-rings and remove them before
transferring the mill to the drill floor. Also, check for proper make up
between the break bolt and the mill.
3.2.2 Make a casing collar locator run. The bottom of the whipstock assembly
must be set two to six feet above a casing collar. Review cement bond log
if available. This is to ensure optimum milling performance. Record the
depth on the job report.
3.2.3 Acceptable dogleg severity to set a whipstock is below three degrees per
100 feet or less. Always favor the lesser dogleg.
®
ES20.39754C 11 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Preparation for Sidetrack Section 3
3.2.5 In the event a whipstock is set in the wellbore where the survey is
unknown or the survey stations are too far apart, the customer should be
notified of the potential problem of retrieving the whipstock.
3.3.2 Drill pipe filter screens and suction pit screens should be used to remove
all forms of debris. It is a good practice to circulate bottoms up to ensure
that all the drilling fluid is in good condition prior to milling. Debris in the
wellbore will be taken into the drill pipe through the ports of the
NAMCBPV if one is used. Any debris that enters the drill string can
potentially cause problems.
3.3.3 Polymer drilling fluids, in good condition, do not require any special
adjustments. For water based and oil based drilling fluids, a ratio of plastic
viscosity to yield point (PV:YP) as close to 1.0 or less is ideal for steel
cuttings removal.
3.3.4 The optimum flow rate is 50-gpm per inch of casing I.D., with the
minimum being 30-gpm per inch of casing I.D. Although turbulent flow
can remove steel cuttings from the hole faster than laminar flow, it can
cause problems such as bird nesting of cuttings and a restrictive build-up
of cuttings. Laminar flow provides the best overall properties for removal
of steel cuttings. Therefore, laminar flow is preferred over turbulent flow
for lifting the cuttings out of the well. In optimum conditions, it is
recommended to start with a high laminar flow. Small adjustments can be
made in the flow rates, rotary speed, and weight while monitoring the
cuttings for size, shape, and thickness.
3.3.5 High viscosity sweeps can be pumped periodically based on the amount of
cuttings returned to the surface or at a minimum, pumping a high viscosity
sweep with bottoms-up circulation prior to pulling out of the hole at the
end of the sidetrack.
®
Trackmaster Plus 12 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 3 Preparation for Sidetrack
3.3.6 Ditch magnets should be placed in the first tank beyond the shale shaker
prior to milling to capture cuttings. This will decrease mud pump damage
due to cuttings contamination. The magnets should be periodically
cleaned. They should stay in for several days after the sidetrack to recover
any additional cuttings that were trapped downhole or until no more steel
cuttings are collected.
3.4.3 Lower the stands into the hole and make it up to the kelly or top drive.
3.4.4 Start circulation at a minimum flow rate or until MWD pulse is achieved.
Stop circulating. Record the circulation rate and pressure.
3.4.5 Pick up and add the NAMCBPV with the closed kelly cock or test cap to
the assembly.
3.4.7 Start circulation and increase the flow rate to more than the value required
to close the valve. MWD pulses must be observed. Stop circulating.
Record the circulation rate and pressure. See Table 3 for the flow rates to
close the valve.
3.4.8 Repeat the starting and stopping of circulation four more times to cycle the
piston and to test the MWD.
3.4.9 Slowly start circulation and stop for the sixth time to test the closing of the
valve.
Note: High pressures may be experienced during this step. All personnel must be
made aware and all necessary precautions taken.
3.4.10 Repeat to verify that the valve closes again without cycling back to the
starting position.
®
ES20.39754C 13 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Preparation for Sidetrack Section 3
Note: If the piston cycles back to the starting position or does not hold pressure,
pick up and test the backup valve.
3.4.11 Pick up and break NAMCBPV at top inlet crossover (top sub) connection.
Safety Note: Take care when pumping against a closed Non Advancing Multi-Cycle
By-Pass Valve.
Table 3
Flow Rate to Close Non Advancing Multi-Cycle By-Pass Valve
Mud Weight (GPM) – 5" NAMCBPV (GPM) – 6-3/4" NAMCBPV
(lb/gal) 0.875" Nozzle 1.375" Nozzle
8.7 242 525
10 226 489
11 215 467
12 206 447
13 198 429
14 191 414
15 184 399
16 179 387
17 173 375
®
Trackmaster Plus 14 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 4
When using a Gyroscope, replace the NAMCBPV and MWD with a universal
bottom hole orienting sub (UBHO).
The anchor and hinge connector sub should be attached and pre-torqued at the
Smith Services facility.
The running tool is not used in the assembly when using a whipstock assembly
with the mechanical set anchor.
The connections of 5-inch and smaller OD casing milling assemblies and milling
assemblies utilizing positive displacement motors should be secured with a non-
permanent, medium-strength thread locking compound that degrades below 400° F
to avoid backing-off.
4.2 Pick up the whipstock assembly from the catwalk with a crane and a winch. A
certified lifting eye is provided at the back of the whip. Remove the anchor
protector on the rig floor.
4.3 Make sure to sling around the anchor body and not around the slips.
4.4 Check the quantity of running, setting, and shear screws fitted.
®
ES20.39754C 15 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Trackmaster Plus System Make up Procedure Section 4
4.5 Run the assembly below the rotary table to the top of the whip.
4.6 With the sling still attached to the back of the whip, secure the assembly by
passing the false rotary table pin through the whip hook retrieval slot as shown in
Section 7. If a hook slot is not available, use slips and a safety clamp.
4.7 Pick up the Trackmaster Plus Mill and running tool on a lifting sub. Slowly lower
the mill to the top of the whip face.
Note: The Trackmaster Plus Mill and running tool should be pre-torqued at the Smith
Services facility. If mill and running tool are made-up on the rig, ensure
connection is torqued properly.
4.8 Screw break bolt into whip to ensure that the parts mate. The top of the break bolt
should be flush with the back side of the whip as shown in Figure 14. Remove
break bolt from whip.
Figure 14
Break Bolt Location in Whip
Whip
Break Bolt
(Flush with back side of whip)
4.9 Thread the locking pin into mill head until it shoulders on mill. Mark the end of
the locking pin on the counterbore of the mill as shown in Figure 15 and Figure
16. Remove locking pin.
Figure 15
Marking Locking Pin Location (Tool Sizes 7-inch and Larger Depicted)
Mill
Locking Pin
Mark, indicating end of locking pin.
®
Trackmaster Plus 16 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 4 Trackmaster Plus Make up Procedure
Figure 16
Marking Locking Pin Location (Tool Sizes 5 1⁄2-inch and Smaller Depicted)
Mill
Locking Pin
Mark, indicating end of locking pin.
4.10 For the pre-assembly of all sizes, apply a small amount of grease to the groove on
the bottom of the break bolt. Greasing the break bolt will help keep the rubber
grommet in place. Install grommet onto break bolt.
4.11 Place break bolt and rubber grommet into mill, shouldering on the mill head as
shown in Figure 17, Figure 18, Figure 19, and Figure 20.
4.12 Re-install the locking pin making sure the pin travels down to the previously drawn
mark as shown in Figure 17 for tool sizes 7-inches and larger or screw the locking
pin in until it bottoms out in the mill head for tool sizes 4 1⁄2", 5", and 5 1⁄2" as
shown in Figure 18. This will ensure that the locking pin is properly engaged in the
break bolt.
Caution: The pre-assembly steps are critical and must be performed to prevent
whip to mill hook-up failure.
Figure 17
Break Bolt Pre-assembly for 7" and Larger Size Tools
Break Bolt
®
ES20.39754C 17 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Trackmaster Plus System Make up Procedure Section 4
Figure 18
Break Bolt Pre-assembly for 4 1⁄2", 5", 5 1⁄2" Size Tools
Break Bolt
Locking Pin
Figure 19
Break Bolt Location in Mill for All Tool Sizes.
Mill
Break Bolt
4.13 For final assembly of all size tools, remove locking pin and break bolt from mill,
screw break bolt into whip until flush with back of whip as shown in Figure 20.
Make sure grommet is on end of break bolt.
4.14 Align mill with break bolt, push mill onto break bolt, and thread locking pin into
mill. Check that the pin travels down to the scribed mark on all sizes, once more.
®
Trackmaster Plus 18 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 4 Trackmaster Plus Make up Procedure
Figure 20
Final Whip to Mill Assembly
Whip
Mill
Break Bolt
Caution: The preliminary check should be performed at the shop prior to shipping
tool to location.
4.15 Remove the blanking cap from the lead mill. Use Teflon tape on the threads,
attach and tighten the control line assembly to the control line hose adapter.
4.16 Pick up the weight of the assembly. Remove the false rotary table (if one is used).
Set the slips and the safety clamp on the running tool, break out the lift sub,
remove the floating piston and fill with clean hydraulic fluid to within one foot of
the top. Allow 15 minutes for the entrapped air to be released.
4.17 Install the floating piston in the running tool. Fit blank cap.
Note: When using heavily weighted drilling fluid, such as hematite, that has the
potential of gelling over or bridging drill pipe, pack the top of the running tool,
from the piston to the top of the box with grease.
4.18 Pick up a single joint of Hevi-Wate or high grade, fully inspected, drill pipe with
the elevators. Make up the connection.
Note: The flex joint should be of high-grade steel (Grade G-105) or Hevi-Wate and
thoroughly inspected at both the connections and the tube before use. Change out
to a different flex joint after each mill run.
4.19 Lower and set the assembly in the rotary table. Make up the Non Advancing Multi-
Cycle By-Pass Valve to the Hevi-Wate drill pipe. A crossover sub may be required.
®
ES20.39754C 19 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Trackmaster Plus System Make up Procedure Section 4
Note: If orientation of the whipstock assembly is not required, proceed to Step 5.1.1.
4.20 Pick up MWD. Make up connection to the Non Advancing Multi-Cycle By-Pass
Valve. Crossover subs may be required.
4.21 Align the MWD to the whip face by scribing a line from the center of the whip
face up the assembly to the MWD collar and orientation sub. Orient the key in
orientation sub to the scribed line.
Note: The company representative and directional driller must check the scribe-line and
witness the input of any off set data into the MWD computer.
®
Trackmaster Plus 20 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 5
or
5.1.2 Trip into the hole slowly with the hook on the block in the unlocked
position. Monitor weight indicator for hole drag and trip tank for proper
fill up.
Caution: Use caution while tripping the whipstock assembly into or out of the
hole. Sudden starts, stops, or dropping of the drill string may damage
the break bolt. Extra caution should be observed when passing
through the BOP’s and wellhead.
Note: For a whipstock assembly with a mechanical anchor, trip within 50 feet of
the bridge plug. Care should be taken not to run into the bridge plug and
cause the anchor to set.
5.1.3 When the desired depth is reached, work the string up and down to
determine hole drag. Slack off to a neutral weight. Correlate on depth.
®
ES20.39754C 21 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Running Procedure Section 5
Note: If orientation of the whipstock assembly is not required, proceed to Step 5.3.
5.2.2 Survey the orientation of the whipstock assembly. Turn the assembly to
the required tool face and repeat as needed.
Caution: Make sure that the NAMCBPV does not close during orientation.
This will cause hydraulic set anchors to prematurely set.
5.3.1.1 Once properly oriented, verify that the assembly is at the setting
depth. Place a reference mark on the Kelly (or drill pipe).
5.3.3.1 Once properly oriented, set the anchor by lowering the assembly to
contact the bridge plug with approximately 3,600 lb of force. This force is
required to shear the plunger rod shear screw on the bottom of the anchor.
This will release the setting spring and move the slips to the casing I.D.
5.3.3.2 Mark the pipe. Pick up at least one foot. All setting weight applied
to the anchor should be held by the anchor. The anchor should not return
to the bridge plug.
®
Trackmaster Plus 22 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 5 Running Procedure
Table 4
Approximate Break Bolt Shear Values (Standard)
Whipstock Assembly Break Bolt Shear Values
Size (in) (lb)
16 100,000
3
13 ⁄8 75,000
3
11 ⁄4 75,000
3
10 ⁄4 75,000
5
9 ⁄8 55,000
5
8 ⁄8 40,000
5
7 ⁄8 40,000
7 35,000
1
5 ⁄2 20,000
5 15,000
1
4 ⁄2 15,000
Table 5
Approximate Break Bolt Shear Values (Standard)
Whipstock Assembly Break Bolt Shear Values
Size (in) (lb)
3
13 ⁄8 x 20 75,000
5 3
9 ⁄8 x 13 ⁄8 55,000
5
7 x 9 ⁄8 35,000
1
4 ⁄2 x 7 15,000
1
3 ⁄2 x 7 10,000
®
ES20.39754C 23 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Running Procedure Section 5
5.4.3.2 Pick up to neutral string weight and then apply the set down load a
second time.
Table 6
Set Down Loads and Approximate Break Bolt Shear Value (Standard)
Whipstock Set Down Break Bolt
Assembly Load Shear Value
Size (in) (lb) (lb)
5
9 ⁄8 65,000 55,000
5
8 ⁄8 50,000 40,000
5
7 ⁄8 50,000 40,000
7 50,000 35,000
1
5 ⁄2 30,000 20,000
5 25,000 15,000
1
4 ⁄2 25,000 15,000
5.5.2 Slowly lower the mill until it contacts the whip. Monitor for a pressure
drop as the break-off plugs break during the initial contact with the whip
and casing if the system is pressurized.
5.5.3 A light amount of weight, 2,000 lb, should be used during the initial
milling. Continue milling according to the recommended milling
parameters as shown on Table 7. Use the reference mark to indicate when
to expect torquing.
Note: The connections of 5-inch and smaller OD casing milling assemblies and
milling assemblies utilizing positive displacement motors should be
secured with a non-permanent, medium strength thread locking compound
that degrades below 400° F.
Pick up off bottom while still rotating to ensure that the components
remain screwed together and fully torqued to avoid backing-off BHA
connection while downhole. Avoid picking up off-bottom with the rotary
stopped and torque still worked into the BHA.
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Trackmaster Plus 24 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 5 Running Procedure
Table 7
Recommended Milling Parameters
Casing Weight On Mill Mill
Size (in) (klb) rpm
16 2 – 20 60 – 120
3
13 ⁄8 2 – 20 60 – 120
3
11 ⁄4 2 – 17 60 – 120
3
10 ⁄4 2 – 15 60 – 120
5
9 ⁄8 2 – 15 60 – 120
5
8 ⁄8 2 – 15 60 – 120
5
7 ⁄8 2 – 12 60 – 120
7 2 – 12 60 – 120
1
5 ⁄2 2– 7 60 – 120
5 2– 7 60 – 120
1
4 ⁄2 1– 7 60 – 120
Note: When the center point is reached, a decrease in torque and/or penetration
may be experienced. Should this occur, increase the weight on the mill and
decrease revolutions per minutes (rpm). This will cause the mill to flex
away from the face of the whip and off the center point. When the center is
passed, an increase in penetration and torque will be recognized. After
one foot of penetration at the increased weight, bring the milling weight
and rpm back to that previously used and continue milling the window.
Note: The quality of annular job cement and formation type can affect the
required rpm and weight needed to mill the window.
5.5.4 If the penetration rate falls below what is expected for the amount of time
spent milling, pull out of the hole. Replace the mill and continue milling.
Note: Change out to a different high grade, fully inspected, drill pipe after each
mill run.
5.6.2 After reaming, stop rotating and slack off through the window. If unusual
drag is encountered, ream until smooth. This facilitates the running of
other assemblies through the window during future operations.
5.7.2 Inspect and record the condition, wear patterns, and gage of the milling
segments on the mill to verify that the window’s condition is acceptable.
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ES20.39754C 25 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Running Procedure Section 5
5.8.2 It is recommended that a bit or stabilizer not be rotated down the face of
the whip. Doing so may damage the edge or catch on the whip.
5.8.3 Leave the hook unlocked on all trips out of the hole. Pass through the
window very slowly on all trips.
®
Trackmaster Plus 26 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 6
Table 8
Whipstock Assembly Retrieving Specifications with
Hydraulic Set Anchor or Mechanical Set Anchor
Hydraulic Anchor Mechanical Anchor Hook
Whipstock Sub-assembly Sub-assembly Retrieval
Assembly Maximum Maximum Tool
Size (in) Torque Overpull Torque Overpull Maximum
(ft·lb) (lb) (ft·lb) (lb) Load (klb)
16 – – –
3
13 ⁄8 30,000 114,000 – – –
3
11 ⁄4 30,000 95,000 – – 170
3
10 ⁄4 30,000 95,000 – – 170
5
9 ⁄8 20,000 95,000 15,000 36,000 170
5
8 ⁄8 20,000 95,000 15,000 36,000 170
5
7 ⁄8 14,000 65,000 15,000 27,000 150
7 11,000 65,000 15,000 27,000 150
1
5 ⁄2 4,000 45,000 6,500 18,000 100
5 4,000 28,000 4,500 12,000 44
1
4 ⁄2 4,000 28,000 4,500 12,000 44
Table 9
Whipstock Assembly Retrieving Specifications with Expandable Anchor
Whipstock Expandable Anchor Hook
Assembly Maximum Retrieval Tool
Size Torque Overpull Maximum
(in) (ft·lb) (lb) Load (klb)
3
13 ⁄8 x 20 50,000 114,000 –
5 3
9 ⁄8 x 13 ⁄8 30,000 95,000 170
5
7 x 9 ⁄8 20,000 65,000 150
1
4 ⁄2 x 7 6,000 – –
1
3 ⁄2 x 7 800 – –
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ES20.39754C 27 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Retrieving the Whipstock Assembly Section 6
6.1.2 A typical BHA for retrieval is: retrieval tool, full gage stabilizer, joint of
drill pipe, surveying equipment, crossover, heavyweight drill pipe, and
drill pipe.
6.1.3 Make up the hook assembly retrieval tool. Orient the reverse side of the
hook tang to the orienting sub. Note the orientation and placement of the
nozzle in the tool.
6.1.4 Lower the retrieving tool to just above the whip and record operational
parameters such as break over torque and rotating string weight. Orient
and jet wash the hook slot in the whip.
6.1.5 Position the hook tang below the slot on the whip face after completing
the washing operation.
6.1.6 Slowly work the string up and down the whip face to drop the hook tang
into the slot. Be prepared to work the string with minor alterations in the
hook tang attitude to engage the slot. Set down against the bottom of the
hook tang and pick up against the top of the hook tang three times to
ensure all residual torque is released from the drill string, then pick up and
apply right-hand torque a couple of points above the pre-recorded break
over torque.
6.1.7 Once engaged, pick up and apply overpull to release the assembly.
Increase the overpull to compensate for drag if necessary. If release is not
achieved at the anchor overpull load listed in Table 8 or Table 9, increase
the overpull in stages up to maximum load for the hook, also listed in
same tables. Do not exceed this load. Note maximum hinge pin shear
load in Table 10. Do not exceed this load.
6.1.9 Upon release of the whipstock assembly, pick up and observe the well for
fluid loss and check for flow. Then pull out of the hole. Avoid surging or
swabbing the well while tripping.
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Trackmaster Plus 28 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 6 Retrieving the Whipstock Assembly
6.2.2 Verify that the correct cut lip guide on the die collar assembly is correct
for the weight of casing. A typical BHA for retrieval is: retrieval tool, full
gage stabilizer, bumper sub, fishing jar, full gage stabilizer, crossover,
heavyweight drill pipe and drill pipe. A safety joint and accelerator jars
are used in some assemblies.
Note: Ensure the cut lip guide is not too long so as to prevent engagement.
6.2.3 Lower the retrieving tool to just above the whip and record operational
parameters. Start slow right hand rotation (20 rpm) of the drill string
above the whip and continue slacking off the drill string until torque and
weight indications show whip engagement. Weight should close the
bumper sub when at the top of the whip. Apply only minimal weight on
the whip.
6.2.4 Work torque down the drill string to fully engage the whip. Exceeding the
torque values listed in Table 8 and Table 9 may damage the anchor.
6.2.5 Apply overpull to the anchor to release it. Bleed down the jars prior to
pulling. A low jarring load may be necessary should it not release at the
over pull value. See Table 8 and Table 9 for the anchor and setting tool
release values.
6.2.6 Upon release of the whipstock assembly, pick up and observe the well for
fluid loss and check for flow. Then pull out of the hole. Avoid surging or
swabbing the well while tripping.
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ES20.39754C 29 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Retrieving the Whipstock Assembly Section 6
Table 10
Shear Values for the Hinge Pins and Fishing Neck Dimensions
Hydraulic Anchor
Sub-assembly Hinge Pin Shear Values Fishing Neck (in)
Size (in) (lb) Diameter Length
16 200,000 10.125 20.000
3
13 ⁄8 200,000 10.125 20.000
3
11 ⁄4 140,000 6.625 20.000
3
10 ⁄4 140,000 6.625 20.000
5
9 ⁄8 150,000 6.625 20.000
5
8 ⁄8 140,000 6.625 19.700
5
7 ⁄8 150,000 5.000 20.000
7 150,000 4.750 20.000
1
5 ⁄2 100,000 3.640 15.000
5 42,500 2.875 14.625
1
4 ⁄2 42,500 2.875 14.625
Expandable Anchor
Sub-assembly Hinge Pin Shear Values Fishing Neck (in)
Size (in) (lb) Diameter Length
3
13 ⁄8 x 20 200,000 10.125 20.000
5 3
9 ⁄8 x 13 ⁄8 150,000 6.625 20.000
5
7 x 9 ⁄8 150,000 4.750 20.000
1
4 ⁄2 x 7 42,000 3.690 14.625
1
3 ⁄2 x 7 32,000 2.750 18.000
Mechanical Anchor
Sub-assembly Hinge Pin Shear Values Fishing Neck (in)
Size (in) (lb) Diameter Length
5
9 ⁄8 150,000 6.625 19.500
5
7 ⁄8 150,000 4.750 20.000
7 150,000 4.750 20.000
1
5 ⁄2 100,000 3.640 15.000
1
4 ⁄2 42,500 2.875 14.750
The equivalent slide angle and the dogleg severity (DLS) are estimated based
upon the whipstock slide length. See Table 11.
®
Trackmaster Plus 30 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 6 Retrieving the Whipstock Assembly
Table 11
Window Specifications-Trackmaster Plus System
Total Full Gauge
Casing Window Window Equivalent Estimated
Size Length Length Slide Angle DLS
(in) (in) (in) (degrees) (deg./100 ft)
16 405 200 2.2 7.2
3
13 ⁄8 380 190 1.8 6.0
3
11 ⁄4 322 170 2.0 8.6
3
10 ⁄4 254 143 2.1 10.2
5
9 ⁄8 212 124 2.1 11.4
5
8 ⁄8 196 114 2.1 12.8
5
7 ⁄8 181 104 2.0 12.6
7 165 88 1.8 12.6
1
5 ⁄2 121 70 2.0 20.0
5 99 50 2.2 26.9
1
4 ⁄2 83 49 2.0 27.3
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ES20.39754C 31 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Section 7
Step 2
Slot in whip for the T-bar.
Step 3
Protector on mill.
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Trackmaster Plus 32 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 7 Best Make up Practices of the
Trackmaster Plus Whipstock Assembly
Step 4 Step 5
Pulling mill through V-door. Note: To avoid Removing protector from the mill.
possible damage do not impact mill against
anything.
Step 6 Step 7
Moving whipstock assembly Removing protector from the anchor.
through V-door. Note: Sling around the protector.
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ES20.39754C 33 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Best Make up Practices of the Section 7
Trackmaster Plus Whipstock Assembly
Step 8 Step 9
Protector removed from the anchor. Lowering the whipstock assembly
into well.
Step 10 Step 11
Whipstock assembly in false rotary. Removing sling from whip.
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Trackmaster Plus 34 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 7 Best Make up Practices of the
Trackmaster Plus Whipstock Assembly
Step 12 Step 13
Bolt in place in whip to receive mill. Mill aligned with whip.
Step 14 Step 15
Mark on draw works to highlight small Attaching mill to whip.
movement required.
Mark
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ES20.39754C 35 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.
Best Make up Practices of the Section 7
Trackmaster Plus Whipstock Assembly
Step 16 Step 17
Mill and whip aligned. Removing the lifting hook
from the whip.
Step 18 Step 19
Fitting hydraulic hose. Attaching hydraulic hose to mill.
®
Trackmaster Plus 36 of 37 ES20.39754C
Wellbore Departure Systems Operating Instructions
Confidential Property of Smith International, Inc.
Section 7 Best Make up Practices of the
Trackmaster Plus Whipstock Assembly
Step 20 Step 21
Whip and mill attached. Tightening lower fitting of hydraulic hose.
Step 22
Whipstock assembly ready for alignment
with MWD.
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ES20.39754C 37 of 37 Trackmaster Plus
Operating Instructions Wellbore Departure Systems
Confidential Property of Smith International, Inc.