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1
© Copyright BJ Services Company All Rights Reserved
Training Outline
Safety Valve Overview
– History
– Typical Well Layout
– Safety Valve Components
– Safety Valve Operation
Safety Valve Technical Issues
– Well Pressure Operational Effects
– Failsafe Setting Depth – FSSD
– Surface Opening Pressure Calculation
– Equalization Pressure
– Safety Valve Opening and Closing Traces
– Operating Fluids and Environmental Considerations
2
Training Outline
Valve Installation Field Requirements
– Toolbox Requirements
– Field Documentation
– Safety Valve Order and Preparation
3
Training Outline
Pre-Installation Operations, TR Valve
– On-site Assessment
– Required Measurements
– Hand Pump Bench Testing, Documentation
Installation Operations, TR Valve
– Valve Running Setup
– Fitting Preparation
– Running, Strapping, and Banding
– Space-out Operations
– Tubing Hanger Connection
– Tree Interface Connection, Testing
– Documentation
4
Training Outline
Removal Operations, TR Valve
Pre-Installation Operations, WR Valve
– On-site Assessment
– Required Measurements
– Hand Pump Bench Testing, Documentation
Installation Operations, WR Valve
– Packing Preparations
– Well Preparations
– Wireline Operations
– Installation Testing
– Documentation
5
Training Outline
Safety Valve Remediation
– Troubleshooting
– Failure Reporting
– Valve Lockout
– Valve Communication
6
Safety Valve Specific Terms
Safety Valve – SV
Subsurface Safety Valve - SSSV
Surface Controlled Subsurface Safety Valve – SCSSV
Sub Surface Controlled Safety Valve – SSCSV
Tubing Retrievable Safety Valve – TRSV or TRSCSSV
Wireline Retrievable Safety Valve – WRSV or WRSCSSV
Lockout Tool – LOT
Communication Tool – COM
Failsafe Setting Depth – FSSD
Inverted Dual Ferrule Connection – IDFC
Control Line – CL
7
Why have Subsurface Safety Valves?
Bombay – 2005
Piper Alpha - 1988
California – 1969
8
Why Subsurface Safety Valves on Land?
9
SCSSV Basic Functions
SCSSV’s are designed to minimize the loss of reservoir fluids or production equipment
by shutting in the well if some catastrophic surface or subsurface event were to occur
– Blow-out
– Loss of platform
– Loss of wellhead, etc.
SCSSV’s prevent
– Damage to wellhead equipment
– Injury to, or loss of, personnel
– Injury to, or loss of, non-oil field personnel
– Damage to the environment
10
SCSSV Summary
11
SCSSV Design Basics
12
SCSSV Design Basics
13
Typical Well Schematic
Wellhead
Platform
Casing/Riser
Ocean
Seabed (Mudline)
Formation
14
Typical Well Schematic
ESD
The Emergency Shut Down system
is connected from the Platform to the Tree
for SCSSV control
Perforations
15
Typical Well Schematic
Production
Tubing
Hydraulic
Control Line
TRSCSSV
Stinger
Packer
16
Typical Well Schematic
Production
Tubing
The Production Tubing
is run inside the Casing
Hydraulic and allows produced
Control Line fluids to flow up from
the Perforations to the
Wellhead
TRSCSSV
Stinger
Packer
17
Typical Well Schematic
Production
Tubing
Hydraulic
Control Line
The Hydraulic Control
Line is run from the
TRSCSSV Wellhead to the
TRSCSSV and
strapped to the
Stinger Production Tubing
Packer
18
Typical Well Schematic
Production
Tubing The TRSCSSV is run on
the Production Tubing
to a depth of at least
100 ft below the Seabed
Hydraulic (Mudline) per industry 100 feet min.
Control Line standards
19
Tubing Hanger Basics
ESD
Hydraulics
Tubing
Hanger
Tubing
Hanger
Connection
20
Tubing Hanger Basics
Tubing
Hanger
Connection
Production Casing
Tubing
21
Safety Valve Components
Hydraulic Piston
Flow Tube
Power Spring
Flapper
The Tubing Retrievable Safety Valve has additional features specific to its design
BJ RFN Profile
Lock Profile Communication
Component
The Tubing Retrievable Safety Valve shown in the OPEN and CLOSED conditions
OPEN
CLOSED
24
TR Safety Valve Components
The TR Hydraulic Input Port, Piston, and Communication Component are shown
for reference
Hydraulic
Control Line
Input Port Communication
Component
The Wireline Retrievable Safety Valve also has function specific features
Lock
Upper Packing
Stack Spacer Adapter Lower Packing
Stack
The Wireline Retrievable Safety Valve with the corresponding Tubing Retrievable
Safety Valve
F
F
__
P= A
A
F = PA
P
p
_ 2
A = pR2 = D
4
28
Technical Basics
Area = p
_ 22 = 3.14 sq in
4
Force
_____
Pressure =
Area
2040 lbf
_______
Pressure =
3.14 sq in
Area = p
_ 22 = 3.14 sq in
4
31
Basic Safety Valve Operation
Opening Pressure
– The hesitation in the pressure reading during the stroking of the Flow Tube during the
“Opening”, or pressuring-up, of the Safety Valve
– Higher than Closing Pressure
Closing Pressure
– The hesitation in the pressure reading during “Closing”, or pressure-relieving, of the
Safety Valve
– Lower than Opening Pressure
32
Basic Safety Valve Operation
33
Valve Orientation
34
Valve Opening Operation
35
Valve Closing Operation
36
Equalization Pressure
p
_
Fo = Po x Piston Area = 10,000 x 0.52 = 1,963 lbf
4
37
Equalization Pressure
p
_
Ff = Pd x Flapper Area = 3,000 x 4.02 = 37,700 lbf
4
38
Equalization Pressure
39
Equalization Pressure
40
Equalization Pressure
Flapper Open
41
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – 1,400 psi
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 0 psi
Flapper Closed
42
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – 1,400 psi
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 10,000 psi
Flapper Closed
43
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – 7,200 psi
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 10,000 psi
Flapper Closed
44
Equalization Pressure
Flapper Open
45
Equalization Pressure
Flapper Open
46
Failsafe Setting Depth, FSSD
47
Failsafe Setting Depth, FSSD
– Determine the Minimum Closing Pressure, PC (psi) from the Functional Test Certificate
or through field testing, record
48
Failsafe Setting Depth, FSSD
FSSD = 0.85 PC
______
For example MHFG
– Saltwater Completion Fluid = 8.6 ppg
– Closing Pressure = 1,200 psi
– The Safety Valve must not be “Set” deeper than the this number
– The Setting Depth
whichever is greater
50
Failsafe Setting Depth, FSSD
Water Line
Platform Setting
Depth
Subsea Setting
Depth
TRSCSSV TRSCSSV
52
Failsafe Setting Depth, FSSD
53
Surface Opening Pressure
54
Surface Opening Pressure
Rotary Kelly
Bushing (RKB)
Elevation, “EL”
Tubing Hanger
Airgap, “AG”
Water Line
Water Depth, “WD”
Mudline
Valve Depth, “VD”
TRSCSSV
55
Surface Opening Pressure
Pso = Po + Pt + Psf - Ph
Po = Opening Pressure
Pt = Valve Rated Pressure
Psf = Safety Factor Pressure, 500 psi
Ph = Hydraulic Control Line Head Pressure
56
Surface Opening Pressure
Elevation, EL = 52 ft
Airgap, AG = 40 ft
Water Depth, WD = 240 ft
Valve Depth, VD = 200 ft
Pso must be LOWER than the surface hydraulic system rating, approx. 15,000 psi 57
Surface Opening Pressure
58
Equalization Pressure
59
Equalization Pressure
p
_
Fo = Po x Piston Area = 10,000 x 0.52 = 1,963 lbf
4
60
Equalization Pressure
61
Equalization Pressure
64
Equalization Pressure
65
Equalization Pressure
Opened
Equalizing Dart
66
Equalization Pressure
Flapper Open
67
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – 1,400 psi
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 0 psi
Flapper Closed
68
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – Increasing
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 10,000 psi
69
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – Increasing
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 10,000 psi
70
Equalization Pressure
No Flow – Shut-In
Pressure Above Flapper – 7,200 psi
Pressure Below Flapper – 7,200 psi
Control Line Pressure – 10,000 psi
71
Equalization Pressure
Flapper Open
72
Equalization Pressure
Flapper Open
73
Opening and Closing Traces
Hydraulic Control Line Traces are used during an API Functional Test to
determine
– Opening Pressure
– Closing Pressure
You have already seen Handpump Gauge representations for Opening and
Closing the Tubing Retrievable Safety Valve
The next slide shows the normal Opening and Closing Traces for a 1,000
foot rated Tubing Retrievable Valve
74
Opening and Closing Traces
Flowtube
Seated
Opening
Pressure Closing
Pressure
75
Operating Fluids
– Tellus
– Oceanic
– Transaqua
76
Environmental Factors
77
Valve Installation Field Requirements
Toolbox Requirements
Field Documentation
Safety Valve Order and Preparation
78
Toolbox Requirements
Hydraulic Fittings
– Misc. 1/4” Swagelok® Fittings
– Pressure Gauges
– Isolation Valves
– Tubing Check Valves
Hydraulic Hand Pump
– Isolation Valve
– 0-15,000 psi Large Gauge
– Hose and Test Whip (316SS Ferrule for IDFC)
80
Toolbox Requirements
Hand Tools
– Wrenches
– Tubing Cutters
– Pipe Wrenches
– Torque Wrench
– Files, Utility Knife
– Hammers
– IDFC Make-up Block
– Tubing Bender
– Banding Tools
– Pliers, Files, Etc.
81
Toolbox Requirements
Consumables
– Teflon® Tape
– Stainless Steel Banding
– Stainless Steel Buckles
– Handpump Oil, or other
– Tubing Cutter Wheels
– Extra 1/4” Ferrules and Backups (316SS and others)
– Tie Wraps (3 per 30 foot Joint min)
– Emery Cloth
– Etc.
82
Toolbox Requirements
Miscellaneous Equipment
– Tape Measure (greater than 30 feet)
– Circumference Tape Measure (at least 36 inches long)
– Gloves, PPE’s
– Tally Book
– Stickers
– Etc.
83
Field Documentation
Field Documentation
– API 14A Certified Valve Functional Test
Report
– Valve Tech Manual (TM)
– Client Valve Packet
– List of Billables, Rates
– BJ Field Tally Book
– Quick-Reference Card
– BJ Ticket
84
Safety Valve Order and Preparation
85
Safety Valve Order and Preparation
86
Safety Valve Order and Preparation
87
Safety Valve Order and Preparation
88
Safety Valve Order and Preparation
89
Safety Valve Order and Preparation
Flow
Couplings
Flow Pup Flow Pup
Pup Joints
90
Safety Valve Order and Preparation
91
Safety Valve Order and Preparation
92
Safety Valve Order and Preparation
The Assembly is shipped to the work site along with the Client Valve Packet
and Shipping Report
Two (2) Control Line Spools are also shipped
The Spools are pre-filled with the correct fluid
Duplicate Spools are needed if a Control Line is damaged during installation
(caught is Slips, etc.)
93
Safety Valve Order and Preparation
Per API 14B, Appendix E the Shipping Report must have the following…
94
TR Pre-Installation Operations
On-Site Assessment
Required Measurements
Hand Pump Bench Testing
Documentation
95
On-Site Assessment (TR)
96
On-Site Assessment (TR)
97
Required Measurements (TR)
Once the Safety Valve is located, measure the following and record in the
Tally Book
– Opening and Closing Pressures stamped on the Safety Valve
– Pup Joint, Flow Coupling, or Flow Pup Lengths and Diameters
– The Safety Valve Length and Outside Diameters
Overall Length 98
Hand Pump Bench Testing (TR)
99
Hand Pump Bench Testing (TR)
100
Hand Pump Bench Testing (TR)
101
Hand Pump Bench Testing (TR)
102
Installation Operations (TR)
103
Valve Running Setup (TR)
Have one of the Control Line Spools brought up to the Rig Floor
Mount the Spool such that the Control Line will be easily fed into the Well
– Spool on a section of pipe
– Pipe resting on saddles
– Pipe tied-off to superstructure
– Typically at the Driller’s discretion
– Etc.
104
Valve Running Setup (TR)
Have the Control Line come off the “Back” of the Spool as shown
If Hydraulic Slips are used, position the Spool in-line with the gap in the
Slips
105
Fitting Preparation (TR)
106
IDFC Fitting (TR)
7/16” Wrench
925 Ferrule for the Safety Valve installation
Silver-plated threads
Not compatible with other fittings
NO INTERCHANGEABILITY
107
Fitting Preparation (TR)
Slide an IDFC, Back-up Ferrule, and Ferrule (925) onto the Control Line
Tighten the fitting assembly 3/4-turn into the Make-up Block (approx. 12 ft-
lbs, 144 in-lbs)
Remove and inspect
The end of the Control Line should extend approximately 1/4” beyond the
Ferrule
108
Fitting Preparation (TR)
109
Fitting Preparation (TR)
110
Running, Strapping, and Banding (TR)
111
Running, Strapping, and Banding (TR)
112
Space-out Operations
113
Space-out Operations
Could trip up and down several times the
distance between the Rig Floor and the
Tubing Hanger to get a measurement
Safety Valve needs to be open
An 8 Round Pup Joint will be used to lower
the Tubing Hanger into the Spool
8 Round
Typical
114
Space-out Operations
115
Tubing Hanger Connection
116
Tree Interface Connection
117
Tree Interface Connection
118
Documentation
Once the Safety Valve has passed the pressure test and is functioning
properly
– Record the Consumables
– Complete the Installation Documentation
– Sign all Installation Documentation
– Calculate the Ticket
– Present the Valve Packet and Ticket to the Company Representative
– Get his signature, keep your copies
– Move to the next Safety Valve Installation
119
Removal Operations (TR)
120
WR Pre-Installation Operations
On-Site Assessment
Required Measurements
Hand Pump Bench Testing
Documentation
121
On-Site Assessment (WR)
122
On-Site Assessment (WR)
The calculations for the Wireline Safety Valve are identical to those used for
the Tubing Retrievable Safety Valve, make the calculations, record
The Lock used for the WR Safety Valve MUST correspond to the Profile in
the TR Safety Valve
Specific running instructions can be found in the WR Safety Valve Technical
Operating Manual as well as the Lock Operating Manual because several
types of Locks could be used
123
Required Measurements (WR)
125
Installation Operations (WR)
Packing Preparation
Well Preparations
Wireline Operations
Installation Testing
Documentation
126
Packing Preparations (WR)
127
Well Preparations (WR)
128
Wireline Operations (WR)
129
Wireline Operations (WR)
130
Installation Testing (WR)
Once the Wireline Safety Valve has passed the pressure test and is
functioning properly
– Record the Consumables
– Complete the Installation Documentation
– Sign all Installation Documentation
– Calculate the Ticket
– Present the Valve Packet and Ticket to the Company Representative
– Get his signature, keep your copies
– Move to the next Safety Valve Installation
133
Safety Valve Remediation
Troubleshooting
Failure Reporting
Valve Lockout
Valve Communication
134
Troubleshooting References
Production
Tubing
Hydraulic
Control Line
TRSCSSV
Stinger
Packer
135
Troubleshooting References
ESD
Hydraulics
Tubing
Hanger
Tubing
Hanger
Connection
136
Troubleshooting
137
Troubleshooting
Failure to Equalize
– Double-check the Main Valve on the Tree is CLOSED
– Not enough equalization time, dependent on depth
– Insufficient Control Line pressure
Excessive Opening Pressure
– Trapped differential pressure under the Flapper
– Component galling, fouling, scale, paraffins, etc.
138
Troubleshooting
139
Troubleshooting
Failure to Close
– Most serious problem
– Sand, scale, paraffins
– Flow Tube damage
– FSSD exceeded
– Heavy annulus fluid, leaking IDFC
– Use Flow Tube Exercise Tool
– Scraping runs
– Acidizing treatments
– Displace with diesel
– Lockout, Communicate, insert Wireline Safety Valve
140
Failure Reporting
141
TR Valve Lockout
The Lockout Tool (LOT) is run on wireline and locates in the BJ RFN Profile in
the Tubing Valve
The LOT is used to shift the Flow Tube and push the Flapper into the Open
position
Once the Flow Tube is down, it is permanently “deformed” into the Open
position, SV control lost
142
TR Valve Lockout
143
TR Valve Lockout
Reference the Lockout Tool Technical Operating Manual for more detailed
assembly, running, and pulling instructions for the LOT
144
TR Valve Communication
The Communication Tool (COM) is also run on wireline and locates in the BJ
RFN Profile in the Tubing Valve
The COM opens the existing hydraulics within the Tubing Safety Valve for the
Wireline Insert Safety Valve by impacting and breaking the Communication
Component
145
TR Valve Communication
146
TR Valve Communication
147
Training Class Exam
148
Training Class Questions
149
SCSSV Training School
150
© Copyright BJ Services Company All Rights Reserved