Section 7

Casing Sales Manual

Formation Packer Shoes

Section 7

Formation Packer Shoes

Contents

Introduction ...................................................................................................................... 7-3

855 Series Formation Packer Shoes................................................................................ 7-3

Orifice Tubes .............................................................................................................. 7-4
Operation .................................................................................................................... 7-4
Setting Below a Multiple-Stage Cementer .................................................................. 7-5
Specifications Directory .............................................................................................. 7-5

852 Series Formation Packer Shoes and Collars ............................................................ 7-8

Specifications Directory .............................................................................................. 7-8
Operation .................................................................................................................... 7-8

Cup-Type Casing Packer Shoes .................................................................................... 7-11

Specifications Directory ............................................................................................ 7-11
Operation .................................................................................................................. 7-11

07OCT93 __ MB 7-1
 Section 7
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Formation Packer Shoes

Notes

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 Section 7
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Formation Packer Shoes

Section 7
Formation Packer Shoes

Introduction 855 Series Formation

Packer Shoes
Halliburton formation packer shoes are installed
on the bottom of casing for applications where
casing will be set on top of a producing formation. Halliburton 855 Series formation packer shoes
The packer shoe has the following three uses: (with flapper valves) protect low-pressure forma-
tions from pressure surges while casing is being
● packing off the open hole below the casing to run. They also help prevent contamination of the
help protect low-pressure formations against cement caused by gas pressure below the forma-
cement contamination tion packer.

● floating and guiding casing to the bottom Three operating configurations are possible with
this formation packer shoe:
● allowing fluids to circulate through the end of
the shoe until the packer rubber is expanded ● running it with the flapper valve closed to
and set float the casing into the hole

In addition to the equipment described in this ● running it with an orifice tube to let the cas-
section, premium threads and special casing ing fill while running in the hole
grades are also available as customer service
items. ● running it as a collar by removing the plastic
guide nose

A setting ball and a latchdown plug and baffle are

packaged with each assembly. A latchdown plug
is required because the flapper-valve packer shoe
does not contain a backpressure valve to keep the
cement in place. The maximum recommended
differential pressure across the packer is 1000 psi
at temperatures below 200°F. For more informa-
tion about 855 Series formation packer shoes, see
Page 7-6.

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Formation Packer Shoes

Orifice Tubes
CAUTION: If drilling dry with air, do not drop
the setting ball into the tool. The ball will break.
Orifice tubes allowing self fill-up are available in Instead, place the setting ball in the tool before
various sizes and should be selected based on running it in the hole, and place a few gallons
existing hole conditions and the desired rate of of gel (such as WG-11) above the ball to keep
fill. See Page 7-7 for part numbers. You can pump it in place.
out the orifice tube anytime before setting the
packer by dropping a ball and applying pressure. 3. Install the latchdown baffle at the desired
If the flapper valve needs to close, pump out the position in the casing string.
orifice tube to prevent gas migration from below.
4. Make up the formation packer shoe (or collar)
Orifice tubes may be installed with a special in- to the casing string and run it in the hole.
sertion tool before before the shoe is installed in
the casing. Orifice tube insertion tools (855.0255) 5. When ready to activate the lower backpres-
are available from Duncan stock or can be made sure valve, drop a 1 1/2-in. weighted ball to
in the field (from hardwood or aluminum) based seat on the orifice tube and apply 500 to 800
on the sketch on Page 7-7. psi pump pressure.

To install an orifice tube in a packer shoe, follow The orifice tube will be pumped out, freeing
the guidelines below: the flapper valve.

1. Place the tube over the small end (0.48-in. NOTE: The orifice tube may be pumped out at
OD) of the insertion tool. any time without setting the packer.

2. Insert the orifice tube on the insertion tool 6. When ready to set the packer, drop a 2 1/4-in.
through the setting ring in the top of the weighted ball and allow it to fall by its own
packer shoe and into the valve body at the weight to the tool.
bottom of the packer shoe.
NOTE: A 2 3/8-in. setting ball may be pack-
3. Firmly push the insertion tool to snap the aged with 5 1/2-in. and 7-in. tools.
orifice tube through the lock ring in the valve
body and lock the tube in position.
IMPORTANT: Never use a 2 3/8-in. setting
ball in a 4 1/2-in. tool, unless the baffle has a
Operation minimum ID of 2.50 in. A 2 3/8-in. ball is too
big to pass through the baffle.

To use the formation packer shoe, follow the

guidelines below: 7. After the ball lands, apply pump pressure to
move down the sleeve and top packer shoe.
1. If using the tool as a packer collar, remove the
guide nose. The thread behind the nose is an Downward travel of the inner sleeve expands
8-rd API box. the packer against the wellbore. After the
packer is firmly set and the pressure rises to
2. If necessary, install the selected orifice tube. about 1200 psi, the inner sleeve moves down
against the flapper valve and uncovers the
cementing ports.
CAUTION: If drilling dry with air, do not use an
orifice tube. When using this drilling method, Steel lock rings located in the shoe above the
you must place the setting ball in the tool packer engage grooves in its outer case, hold-
before running it. This setting ball would pre- ing the packer expanded and the cementing
vent the orifice tube from being pumped out. ports open.

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 Section 7
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Formation Packer Shoes

Circulation is now directed into the annulus Setting Below a Multiple-Stage

above the packer. Cement is displaced
through the cementing ports to the outside of Cementer
the casing.
Although you can run a formation packer shoe
8. Insert a latchdown plug behind the cement to below a Multiple-Stage or ES cementer, you must
latch into the baffle and prevent backflow of replace the supplied shutoff plug with a Multiple-
cement into the casing. Stage latchdown shutoff plug, which you can
order separately. This shutoff plug works with
the baffle provided with the packer shoe. To select
the proper plug, see Pages 5-60 and 7-6.

Specifications Directory

To learn more about . . . See Page(s) . . .

855 Series Formation Packers—API 8-rd 7-6

Formation Packer Orifice Tubes and Components 7-7

07OCT93 __ MB 7-5
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Formation Packer Shoes

855 Series Formation Packers—API 8-rd

A Max. Min. Actual Latchdown Multiple-Stage B C

Part Casing OD
Packer OD Hole Size Hole Size Expansion Baffle ID Latchdown Plug Min. Tool Tool Length
Number in. (mm)
in. (mm) in. (mm) in. (mm) in. (mm) in. (mm)* Part No.** ID in. (mm) in. (mm)

5 7/8 6.75 6.12 7.85

855.126
(149) (171) (155) (199)
4 1/2 6 1/4 7.37 6.62 8.37 2.375 4.00 33.30
855.127 812.01195
(114) (159) (187) (168) (213) (60) (102) (846)
7 8.75 7.50 10.25
855.128
(178) (222) (191) (260)
6 1/4 7.00 6.62 7.75
855.136
(159) (178) (168) (197)
5 1/2 7 8.12 7.50 9.40 2.87 4.90 33.75
855.137 812.01695
(140) (178) (206) (191) (239) (73) (125) (857)
7 3/4 9.50 8.25 11.37
855.138
(197) (241) (210) (289)
8 8.75 8.37 10.31
855.146
(203) (222) (213) (262)
7 8 1/4 9.25 8.75 10.43 3.80 6.43 34.79
855.147 812.03195
(178) (210) (235) (222) (265) (97) (163) (884)
9 10.25 9.75 12.75
855.148
(229) (260) (248) (324)

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

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

NOTES: Recommended maximum and minimum hole sizes are those that have provided the best seal based on past experi-
ence. Consider hole condition when selecting the proper packer size.The maximum recommended differential pressure across
the packer at temperatures below 200°F is 1000 psi.

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 Section 7
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Formation Packer Shoes

855 Series Packer Shoe Orifice Tube

Specifications and Accessories

Tube ID Fill-up Assembly Tube Orifice 1 1/2-in.

in. (mm) Part Number Part Number Weighted Ball

1/2
855.02541 855.02531
(13)
7/8
855.02543 855.02533
(22)

1
855.02545 855.02535 70.00336
(25)

1 1/8
855.02547 855.02537
(29)

1 1/4
855.02549 855.02539
(32)

Orifice Tube Insertion Tool (855.0255)

. .
. . .
.

. .
.
. .
.

07OCT93 __ MB 7-7
 Section 7
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Formation Packer Shoes

Operation
852 Series Formation
Packer Shoes and Collars To use an 852 series packer shoe or packer collar,
follow the guidelines below:

1. Make up the formation packer shoe or collar

The 852 series formation packer shoe provides an to the casing string and run it in hole.
economical method to pack off and protect a low-
pressure formation from cement contamination. 2. When ready to set the packer, drop the
These formation packer shoes can be used to float weighted plastic ball, and allow it to fall by its
casing to the bottom, but they do not provide for own weight to the tool.
casing fill while going into the well. The inverted
check valve at the bottom of the packer shoe al- NOTE: A 2-in. diameter ball is used with
lows well fluids to circulate any time before the 4 1/2-in. and 5-in sizes. A 2 3/8-in. diameter
packer is set. For more information about these ball is used with 5 1/2-in. and larger tools.
packer shoes, see Page 7-9.
3. After the ball lands, apply pump pressure to
The 852 series formation packer collar can be move down the two internal valve units and
installed in the casing string above the shoe joint the top packer shoe.
to help protect a lower formation from contamina-
tion during cementing. Several joints of casing or As the internal cage travels down, the bottom
liner can be installed below the packer collar. valve closes and the packer expands and seals
This collar may also be used to against the wellbore. Further movement of
the cage opens three slotted cementing ports.
● set liners and perforated pipe
4. Pressure up to about 1000 psi to push the ball
● set screen in saltwater disposal wells and through the setting ring and into the cage,
waterflooding projects where it will remain above the backpressure
valve seat. Cement is pumped past the valve
● cement wells where full-hole cementing is and through the cementing ports to the annu-
required lar space between the casing and the wall of
the hole.
For more information about these packer collars,
see Page 7-10. 5. Insert a top cementing plug behind the ce-
ment and pump to shut off on the setting
Operators can run a formation packer shoe/collar cage.
below a Multiple-Stage cementer by placing the
cementer shutoff baffle one or more joints above
the formation packer shoe/collar. The shutoff
baffle provides a seat for the shutoff plug while
still allowing the packer setting ball to pass
through it to the tool.

Specifications Directory

To learn more about . . . See Page(s) . . .

852 Series Formation Packer Shoes 7-9

852 Series Formation Packer Collars 7-10

7-8 ___ MB 07OCT93

 Section 7
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Formation Packer Shoes

852 Series Formation Packer Shoes

Max. Min. Setting Tool
Shoe Casing OD Packer OD Min. ID
Hole Size Hole Size Ball OD Length
Part No. in. (mm) in. (mm) in. (mm)
in. (mm) in. (mm) in. (mm) in. (mm)
5.87 6.75 6.12
852.025
(149) (171) (155)
4 1/2 6.25 7.37 6.62 31.46 4.10
852.026
(114) (159) (187) (168) (799) (104)
7.00 8.75 7.50
852.027
(178) (222) (191) 2.00
5.87 6.75 6.12 (51)
852.031
(149) (171) (155)
5 6.25 7.37 6.62 31.71 4.51
852.032
(127) (159) (187) (168) (805) (115)
7.00 8.75 7.50
852.033
(178) (222) (191)
6.25 7.00 6.62
852.035
(159) (178) (168)
5 1/2 7.00 8.12 7.50 31.94 5.02
852.036
(140) (178) (206) (191) (811) (128)
7.75 9.50 8.25
852.037
(197) (241) (210)
8.00 8.75 8.37
852.051
(203) (222) (213)
7 8.25 9.25 8.75 2.37 32.77 6.50
852.052
(178) (210) (235) (222) (60) (832) (165)
9.00 10.25 9.75
852.053
(229) (260) (248)
10.25 11.00 10.75
852.061
8 5/8 (260) (279) (273) 34.54 8.04
(219) 11.00 12.00 11.75 (877) (204)
852.062
(279) (305) (298)
9 5/8 11.00 12.00 11.75 36.58 9.00
852.065
(245) (279) (305) (298) (929) (229)

NOTES: Recommended maximum and minimum hole sizes are those that have provided the best seal based on past
experience. Consider hole condition when selecting the proper packer size.The maximum recommended differential pres-
sure across the packer at temperatures below 200°F is 1000 psi.

07OCT93 __ MB 7-9
 Section 7
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Formation Packer Shoes

852 Series Formation Packer Collars

Max. Min. Setting Tool

Collar Casing OD Packer OD Min. ID
Hole Size Hole Size Ball OD Length
Part No. in. (mm) in. (mm) in. (mm)
in. (mm) in. (mm) in. (mm) in. (mm)
5.87 6.75 6.12
852.625
(149) (171) (155)
4 1/2 6.25 7.37 6.62 35.76 3.99
852.626
(114) (159) (187) (168) 2.00 (908) (101)
7.00 8.75 7.50 (51)
852.627
(178) (222) (190)
5 5.87 6.75 6.12 36.51 4.44
852.631
(127) (149) (171) (155) (927) (113)
6.25 7.00 6.62
852.635
(159) (178) (168)
5 1/2 7.00 8.12 7.50 36.76 5.00
852.636
(140) (178) (206) (190) (934) (127)
7.75 9.50 8.25
852.637
(197) (241) (210) 2.37
8.00 8.75 8.37 (60)
852.651
7 (203) (222) (213) 38.02 6.41
(178) 8.25 9.25 8.75 (966) (163)
852.652
(210) (235) (222)
9 5/8 11.00 12.00 11.75 40.85 8.93
852.665
(244) (279) (305) (298) (1038) (227)

NOTES: Recommended maximum and minimum hole sizes are those that have provided the best seal based on past
experience. Consider hole condition when selecting the proper packer size.The maximum recommended differential pres-
sure across the packer at temperatures below 200°F is 1000 psi.

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 Section 7
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Formation Packer Shoes

Operation
Cup-Type Casing Packer
Shoes To use cup-type casing packer shoes, follow the
guidelines below:

1. Make up the packer shoe to the casing string

Cup-type casing packer shoes perform the same and run it in the hole.
function as formation packer shoes, except they
are used in cased holes. These tools are most 2. When ready to condition the hole for cement,
often used in workover operations where new drop the weighted plastic ball and allow it to
casing or tubing is set inside deteriorated casing. fall by its own weight to the tool.

Cup-type casing packer shoes have higher differ- After the ball lands, circulation will be forced
ential pressure capabilities across the packer and out the ports and up the annulus. The packer
can fit in tighter annulus spaces. These tools are cup(s) are in constant contact with the outer
not kept in Duncan stock, and are available by casing, and prevent annular fluid from mov-
special order only. ing downward.

Cup-type casing packer shoes have either pump- 3. Condition the hole and pump cement.
out seats or drillable seats. Pumpout seats may be
drilled out if necessary. Both types come with an 4. Insert the latchdown plug behind the cement
operating ball and a latchdown plug. The and pump it to shut off on the latchdown seat.
pumpout seats can save time and drilling costs
because no drillout is necessary after the cement 5. a. If using drillable shoes, release pressure
job is complete. For more information about cup- and check for backflow. There should be
type casing packers, see Pages 7-12 and 7-13. no backflow if the plug is latched in. Wait
on cement and drill out the plug and
seats.

b. If using pumpout shoes, apply pressure to

pump the plug and seat out of the tool. A
closing sleeve will close the ports and hold
the cement in place.

NOTE: The pumpout pressure varies from

one part number to another. Note this pres-
sure before starting the job.

Specifications Directory

To learn more about . . . See Page(s) . . .

Drillable Cup-Type Casing Packer Shoes 7-12

Pumpout Cup-Type Casing Packer Shoes 7-13

07OCT93 __ MB 7-11
 Section 7
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Formation Packer Shoes

Drillable Cup-Type Casing Packer Shoes

For
Tubing or
Part Casing Casing Weight A B
Casing OD
Number Size lb/ft (kg/m) in. (mm) in. (mm)
in. (mm)
in. (mm)
2 7/8 4 1/2 9.5 to 11.6 3.82 2.44
855.01001
(73) (114) (14.1 to 17.3) (97) (62)

13 to 14
855.01510
3 1/2 (19.4 to 20.9) 2.93
(89) 15.5 to 17 4.50 (74)
855.01514
5 1/2 (23.0 to 25.3) (114)
4 (140) 13 to 14
855.01955*
(102) (19.4 to 20.8)
4 1/2 15.5 to 17 4.62
855.02005
(114) (23.0 to 25.3) (117)

5 7 23 to 29 5.87 4.41
855.02050*
(127) (178) (34.3 to 43.2) (149) (112)

5 1/2 9 5/8 36 to 40 8.35 4.91

855.02100
(140) (244) (53.6 to 59.6) (212) (125)

8 5/8 32 7.79 6.37

855.02163*
7 (219) (47.7) (198) (162)
(178) 10 3/4 40.5 to 51 9.65 6.46
855.02160
(273) (60.3 to 76.0) (245) (164)

9 5/8 13 3/8 48 to 61 12.15 8.92

855.02300
(245) (340) (71.5 to 90.9) (309) (227)

*Flush joint thread.

NOTES: These tools are available by special order only. Other size and thread combinations are avail-
able by request. Tubing threads are EUE 8-rd and casing threads are 8-rd unless otherwise specified.

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Formation Packer Shoes

Pumpout Cup-Type Casing Packer Shoes

Pumpout
For
Casing OD Casing Weight A B Pressure
Part Number Casing Size
in. (mm) lb/ft (kg/m) in. (mm) in. (mm) (P1-P2)
in. (mm)
psi (Kpa)

4 1/2 9.5 to 11.6 3.82 3500

855.00504
2 3/8 (114) (14.1 to 17.2) (97) 2.00 (24,100)
(60) 5 1/2 13 to 14 4.60 (51) 2530
855.00520
(140) (19.4 to 20.8) (117) (17,400)
4 1/2 9.5 to 11.6 3.82 2.44 3500
855.01021
2 7/8 (114) (14.1 to 17.2) (97) (62) (24,100)
(73) 13 to 14 4.60 2.46 2530
855.01010
(19.4 to 20.8) (117) (63) (17,400)
3 1/2 15.5 to 17 4.50 2.89 3360
855.01520
(89) 5 1/2 (23.1 to 25.3) (114) (73) (23,200)

4 (140) 15.5 to 17 4.62 3.40 5200

855.01956**
(102) (23.1 to 25.3) (117) (86) (35,900)

14 4.88 2560
855.01991*
4 1/2 (20.8) (124) 3.99 (17,600)
(114) 5.87 (101) 3200
855.01988
7 17 to 23 (149) (22,100)
5 1/2 (178) (25.3 to 34.2) 6.15 4.84 2800
855.02037
(140) (156) (123) (19,300)

*Flush joint thread.

**Non-upset 8-rd thread.

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

07OCT93 __ MB 7-13
 Section 7
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Formation Packer Shoes

7-14 ___ MB 07OCT93