A)

SUBSECTION 3B: TOP DRIVE AND TORQUE

GUIDE INSTALLATION INSTRUCTIONS
Pre Rig-Up

Before beginning to rig up the Top Drive unit, several steps should be taken to ensure that the
operation goes as safely as possible.
1. Perform a thorough inventory of equipment on site. Make sure that all equipment needed for the
rig-up is present and is in good condition. Check lifting assembly for damage and any lifting cables or
lifting/snubbing cables for general damage or broken wires.
2. Conduct a JSA (Job Safety Analysis) before beginning to rig up. Review this procedure with rig and
company personnel. Confirm that all personnel involved understand the operation, their positions
during rig-up and their duties during rig-up.
3. Assign personnel to act as observers to watch for interference in the mast as the Torque Guide is
being lifted up through it. The minimum recommended spotters are:

One person should be stationed ODS on the drill floor.

One person should be stationed DS on the drill floor.
One person should be stationed on the ground to watch the Torque Guide as it unfolds from the bed
truck.
One person should be in the crown to watch the Torque Guide as it reaches the crown and to guide
the harpoon into the Torque Guide pocket.
One additional person may be required at the monkey board in tight mast applications.
Personnel not involved in the rig-up should not be on the drill floor during the rig-up.

If performing this operation in darkness or at times of poor visibility, extra care should be taken to
ensure the following:
1. Proper communication. Ensure there is visual contact between all personnel involved in the
process. This can be enhanced with good hand signals or light devices.
2. Sufficient lighting. Ensure the following are well lit and visible:
-

rig up personnel
crown and harpoon
racking area
rig floor
v-door side of substructure
the torque guide when lifting off the truck/trailer
mast interior i.e. back girts

Canrig Portable Torque Guide Mast Application

Mast Preparation
Drawing Number: M-7-108-01 (A)
1. With the mast in the down position (preferably), remove the diving board hinged section from the
racking board. Alternately, adjust the board forward.
2. Remove the hook and install the block adapter bail or interface.
3. Clamp the Torque Reaction Beam to girt #1 on the mast. Refer to the Torque Reaction Beam
Assembly drawing in Subsection 6A of this Manual. The beam should be positioned so that it is
centered about well center. All fasteners must be properly torqued (see Capscrew Torque Values in
Subsection 4B of this Manual. The Torque Guide clamp plates should not be installed at this time.
4. Install the Crown Hanger Plates and Harpoon Assembly at the
crown. Refer to the Crown Hanger Assembly drawing in
Subsection 6A of this manual. Attach one end of each safety sling
to the Hanger Plates. The free ends of the slings will be pinned to
the Torque Guide once it is latched to the Harpoon. Ensure that
all safety pins and keeper bolts are securely in place and check
that the Harpoon is installed with the correct orientation. The
sloped side of the Harpoon should be facing towards the
drawworks.
5. Install the bridle line equalizer (see View A A) or insert equalizer
directly into block becket.
6. Raise the mast (and drawworks) if applicable.

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Torque Guide Erection

Drawing Number: M-7-109-01 (C)
1. Remove the catwalk and V-door ramp.
2. Pin the Lifting/Snubbing Assembly to the Live Roll End on the Torque
Guide/Top Drive (TG/TD) skid.
3. Load the TG/TD skid onto a bed truck as shown below so that the top
end of the skid overhangs approximately 21 feet behind the truck roll.
4. Position the bed truck so that the top end of the skid is approximately 2
to 3 feet from the rig substructure.
NOTE: Ensure that the torque guide is in line with well center.

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Canrig Portable Torque Guide Mast Application

Torque Guide Erection

Drawing Number: M-7-109-02 (A)
5. Attach the Lifting/Snubbing Assembly to the truck winch.
6. Tie one tugger through the Harpoon hole.
7. Install the runner frame stop pins into the holes in the angles on the top section of
the Torque Guide. (See Detail B.)
8. Ensure that either:
both the slide plates and clamp plates are installed on the torque reaction beam
assembly, or
both the slide plates and clamp plates are removed.
9. Ensure that the safety pin (1/2 by 6 cotter pin) is installed in the safety block below
the Whale Hook. This pin prevents the safety block from releasing and the whale
hook from coming out of its pocket in the Torque Guide.

CAUTION: Ensure that the shipping pins (qty 4) are in place and are secure
prior to hoisting. (See Detail A)

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Torque Guide Erection

Drawing Number: M-7-109-04 (B)
10. Lift with the tugger to extend section 4 and section 5 until the blocks
can slide onto section 5. Wrap a chain around section 5 and through
the block becket if required for stability.
NOTE: The hinge between section 4 & 5 should be even with or
above the rig floor and section 3 may be partially
unfolded, depending on the floor elevation.
11. Block section 3 in its partially unfolded
position if required.
12. Rotate the Service Support Frame (Upper
and Lower) until they are as close as
possible to section 3. This step should only
be required on very narrow masts. (See
END VIEW.)
CAUTION: Do not disconnect the Load Binder ratchets to lay the
Service Support Frames toward section 3. The frames
will swing out of control during erection of the Torque
Guide if the binders are left disconnected.
13. Slide the blocks on section 5 until the block adapter bail can be pinned
to the rigging yoke.
NOTE: Ensure that section 5 is stable and secure before pinning.
14. Raise the blocks to tension the erection sling and remove the runner
frame stop pin from section 5.

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Canrig Portable Torque Guide Mast Application

Torque Guide Erection

Drawing Number: M-7-109-05 (A)
15. Begin lifting the Torque Guide with the blocks. Leave the tugger
connected to the Harpoon hole until sections 4 and 5 are
straight.
NOTE: Ensure that the Service Loops are not pinched.
16. Continue lifting until all sections are unfolded and the skid
section is on the bed truck as shown below. Move truck back
and forth as required to assist in unfolding guide sections.
17. Release load binder on local blower and remove.
18. Swing blower (if equipped) into working position and bolt into
place.

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Torque Guide Erection

Drawing Number: M-7-109-06 (A)
19. Continue lifting, backing up the truck as required.
20. Monitor clearance at the racking board area during the lifting
process.

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Canrig Portable Torque Guide Mast Application

Torque Guide Erection

Drawing Number: M-7-109-07 (A)
21. Continue lifting the Torque Guide, letting-off on the truck winch as
required.
22. Continue to hoist the assembly, with the skid sliding on the front
corner of the substructure, if possible. If there are obstacles on the
substructure, be sure to maintain a safe distance between skid and
substructure while hoisting.
23. As section 1 comes above the rig floor, the tensioning cables can be
pinned to the tensioning cylinders.

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Torque Guide Erection

Drawing Number: M-7-109-08 (A)
23. Once the end of the skid reaches floor level, continue to let-off
cable from the truck winch until the Torque Guide is vertical and
completely inside the mast.
CAUTION: For stability and safety, the Live Roll End of the
skid should be kept as close to the floor as
possible during erection.
24. Continue lifting the Torque Guide until the Harpoon begins to stab
into the Torque Guide.
CAUTION: Do not pull more than 20 000 lb (9 000 daN) over
the free weight of the assembly.

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Canrig Portable Torque Guide Mast Application

Harpoon
Drawing Number: M-7-108-08 (0)
1. Once the Torque Guide is fully extended and has been raised into the mast, continue to slowly hoist
until the Harpoon enters the opening at the top of the Torque Guide (Stage 1, below). As the Harpoon
enters the opening, the Harpoon latches will pivot inward allowing the Torque Guide to pass over them
(Stage 2). Once past, the latches will pivot outward to their original position (Stage 3).
Tip:
If required, the torque guide tensioning cables can be tensioned to assist with alignment.
2. Slowly lower the Traveling Block to set the Torque Guide onto the Harpoon latches.
3. Pin the free ends of the safety cables to the lugs on the Torque Guide. Refer to the Crown Hanger
Assembly drawing in Subsection 6A of this Manual. While installing the cables, visually confirm that
the Harpoon latches are fully latched.
CAUTION: The latches are supporting the total weight of the Top Drive and Torque Guide. It is
critical that they are fully latched.
4. Remove the Lifting/Snubbing Assembly from the Torque Guide/Top Drive skid.
5. Remove the Live Roll Assembly.

10

STAGE 1

STAGE 2

STAGE 3

STAGE 4

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Torque Reaction
Drawing Number: M-7-108-09 (0)
1. If the clamp plates and slide plates are already in place from a previous installation, remove the
clamp plates and allow the Torque Guide skid to rest against the slide plates of the Torque
Reaction Beam. Otherwise, first install the slide plates and place the Torque Guide clamp plates
on the top of the bottom flange of the Torque Guide skid and then bolt them to the slide plates.
The skid flange should be sandwiched between the slide plate and the clamp plate. Refer to the
Torque Reaction Beam Assembly drawing in Subsection 6A of the Drawings and Parts List book.
2. Measure the distance between the mast girt flange and the Torque Reaction Beam. Add or
remove shim plates until the nominal distance indicated on the Torque Reaction Beam Assembly
drawing is achieved to within 1/2 inch.
3. Ensure that all fasteners are properly torqued. Refer to Capscrew Torque Values in Subsection
4B of this Manual.

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11

Canrig Portable Torque Guide Mast Application

Erecting Assembly Removal

Drawing Number: M-7-108-10 (A)
1. Climb the mast to the position of the lifting hook in the Torque Guide. Raise the Traveling Block until
the lifting hook is in its uppermost position in the lifting pocket.
2. Remove the cotter pin in the latch lock.
3. Insert the latch release rod into the lifting hook latch and turn until the latch is in the unlocked position
as shown below.
4. Lower the Traveling Block to allow the lifting hook to move down and out of the lifting groove.
Continue lowering the block until the erection apparatus is just above the Top Drive at the bottom of
the Torque Guide.
5. Remove the drillers side pin on the lifting frame and slide the runner to its extended position. Replace
the pin. Tilt the lifting frame and push sideways to remove it from the Torque Guide. Repeat for the
runner frame.
CAUTION: The lifting frame may tend to swing toward the V-door. Use care to avoid
pinching fingers.
6. Connect a tugger to the yoke and lift slightly in order to remove the two yoke pins. Lower the entire
apparatus to the floor.

12

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Traveling Block
Drawing Number: M-7-108-11 (0)
1. Position the Traveling Block so that the bail can be pinned to the upper connecting links of the Top
Drive. Ensure that all pin keepers are securely fastened.

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13

Canrig Portable Torque Guide Mast Application

Torque Guide Tensioning

Drawing Number: M-7-108-12 (A)
NOTE: TDSU and Grasshopper must be installed prior to this step.
1. Connect the hydraulic supply and return lines from the end of the Grasshopper to the Torque Guide
skid.
2. Start the HPU.
3. Shift the hydraulic valve to retract the two hydraulic cylinders that will tighten the Torque Guide
tensioning cables. The valve is located on the lower skid section as shown below.
Tip:
It may be necessary to run the top drive up and down the length of the torque guide a few times to allow
the torque guide to straighten completely.
4. Shut off the HPU.
CAUTION: Valve pressure is pre-set by Canrig. Do not exceed the recommended pressure
setting as described in the hydraulic schematics in Subsection 6E of this Manual.

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Top Drive Alignment and Final Rig-Up

Drawing Number: M-7-108-14 (0)

1. Place a level on the skid section of the Torque Guide

and add/remove shims until Torque Guide is level.
2. Remove top transport pins (may already have been
removed tp straighten torque guide).
3. Hoist Top Drive several inches and remove bottom
transport pins.
4. Position the Top Drive at a height where the guide
rails are fully engaged on the Torque Guide Track.
5. Adjust the Top Drive Guide Rails so they are all
contacting the Torque Guide angle. A gap of up to
1/8 is acceptable between rail and Torque Guide
angle. Do not over-tighten the Guide Rails to the
Torque Guide as this may cause premature wear of
the rails.
6. Adjust the Top Drive alignment until the Quill is level.
This adjustment is done using the center position
adjustment bolts, top vs. bottom.
7. Adjust the Top Drive over Well Center maintaining
level at the Quill. This adjustment is done using the
center position adjustment bolts, adjusting top and
bottom together side vs. side.
9. Lock down all adjustment bolts.
10. Install lower Links and Elevators. Position Link Tilt clamps so Elevators do not extend past Top
Drive cage.
11. Slowly hoist the Top Drive over its entire travel range and verify clearances. Use caution when
approaching the Service Support Frame and the top of the mast.
12. Install Lower Well Control Valves.
13. Install Rotary Hose. Secure safety cables to Top Drive Upper Links.

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15

Canrig Portable Torque Guide Mast Application

Torque Guide and Top Drive Alignment Checks:

Torque Guide:
1) Verify torque guide section alignment using 1/16 stainless steel cable.
b)
c)
d)
e)

Run the 1/16 cable from sections 5 through 1.

Tensioning the cable will prevent the wind from deflecting the cable.
It may be necessary to have the cable standing off from the angle iron.
Record deviations per section in 3 spots (top, middle and bottom).

2) Verify torque guide section alignment using a digital level.

a) Record deviations per section in 3 spots (top, middle and bottom).
Shimming may need to be added or removed if torque guide has too much deviation. This may
require un-tensioning and re-shimming or even removing torque guide to get straightness.
Top drive alignment:
1) Verify with a digital level that the quill is vertical front to back.
2) Verify that quill is vertical side to side.
Rotary table alignment:
1) Measure and record distance between center of rotary table and front driller side leg to
rear off drillers side leg.
2) Measure and record distance between center of rotary table and front off driller side leg to
rear drillers side leg.
3) Plot location of well center to verify rotary table is centered.
Top drive to rotary table alignment:
1) Place a joint in rotary slips. Verify joint is vertical and plumb.
2) Lower top drive to pup joint to test alignment.
3) Adjust tracks as necessary to align top drive and pup joint (top drive must remain vertical).
Rotary table to conductor barrel alignment:
1)
2)
3)
4)
5)

Locate center of rotary table and drop a plumb bob from center into of conductor barrel.
Measure distance from side to side to the plumb bob and record.
Measure distance from front to back to the plumb bob and record.
Verify conductor barrel is vertical front to back with a digital level.
Verify conductor barrel is vertical side to side with a digital level.

Out of tolerance conditions need to be corrected or noted and accepted by Customer.

16

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The drawings in this Subsection are provided to represent a

TYPICAL PORTABLE TORQUE GUIDE MAST APPLICATION.
As applications tend to differ from one rig to the next, the user should refer to the drawings
in Section 6 of this Manual for specifications and instructions for the specific application,