No: 12PHL00000

PHL Perma-Latch Packer

Date: 11-15-04
Basic Design and Maintenance Instructions
R/N: 041102

Halliburton Hydraulic-Set PHL Perma-Lach® Packer (Universal)

Table of Contents
Design Overview. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Benefits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Safety Issues and Warnings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Storage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
"PHL" Packer Part Numbering System. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
In-Shop Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Checks for Proper Operation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Recommended Shop Practices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Prejob Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
On-Site Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
High Pressure Surface Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Determining Shear Release Values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Calculation 1- Change In Tubing Pressure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Calculation 2- Change In Casing Pressure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Calculation 3- Single Packer Installation With Tubing Plugged . . . . . . . . . . . 13
Calculation 4- Multiple Packer Installation With Tubing Plugged. . . . . . . . . . 13
Displacing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Release Shear Screw Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Start-To-Set Shear Screw Value . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Plug for Tubing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Setting Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Releasing Procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
For Selectively Setting & Testing Multiple "PHL" Packers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Recommended Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Disassembly Instructions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Assembly Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Assembly Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Assembly Drawings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Thread Make-Up Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Copy is uncontrolled.
These instructions describe results from the use of Halliburton equipment, but such results are not guaranteed. Operation of equipment is subject to mechanical limitations and
Halliburton shall only be liable for merchandise and service as set forth in its general terms and contract.
© 2004 Halliburton

Page 1 of 38
Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Design Overview

Design Overview
The Halliburton PHL PERMA-LACH® Packer is a single-bore,
hydraulic-set retrievable packer. The packer is designed to be run on
production tubing and set by applying internal pressure. The PHL packer
features opposing slips above and below the packing elements to withstand
pressure differentials above or below. Since the PHL requires no mandrel
movement during the setting procedure, the packer may be run in tandem
with other packers without the use of telescoping joints. The PHL packer
may be run with a number of tubing accessories such as travel joints and
overshot tubing seal dividers. Once set, the tubing may be placed in tension,
neutral or compression. The PHL Packer is released by straight pull of the
tubing string which shears a set of shear screws. When released, the packer
opens an internal by-pass to reduce swabbing effects while pulling out of
the hole.

The PHL packer must be removed and redressed before rerunning. Consider
release when running the PHL packer above another single packer. If
rotation is required to release the lower packer, install a straight-shear safety
joint so that the "PHL" packer can be retrieved first. Since the packer is
hydraulic set, it can be installed with the wellhead in place prior to
circulation and setting.

CAUTION In 1999 an upgrade to the shear pin values in the 9 5/8-in. PHL packers was
implemented. Attempts were made to modify all the packers but some
packers could have been overlooked and did not have the modification
performed.
Affected Assemblies:

12PHL96231-* 12PHL96301-* 12PHL96392-* 12PHL97301-*

12PHL96304-* 12PHL96391-* 12PHL97392-* 12PHL96302-*

12PHL97302-* 12PHL97391-* 12PHL96303-* 12PHL97301-*

12PHL96301-*

Refer to Technology Bulletin CPS063 for upgrade information.

12PHL00000 RN: 041102 Page 2 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Applications

Applications
• single or multi-packer production completions
• can be used as the lower packer in dual completions
• for single string completions, an on-off tool allows the packer to act as a
bridge plug
• can be set at predetermined pressures or selectively set in multizone
completion
• up to 7,500 psi (51.7 MPa) differential pressure typical

Features
• small OD
• triple-seal multidurometer elements
• shear screws allow operator to vary the setting pressure and release
force
• release mechanism is protected from premature shearing
• no mandrel movement when setting

Benefits
• high performance at low cost
• setting pressures can be adjusted in the field
• no tubing manipulation is required for setting
• requires only a straight pull to release
• multiple packers can be run and set in one trip
• tubing can be spaced out before the packer is set

Options
• premium metallurgy and elastomers
• selective set

12PHL00000 RN: 041102 Page 3 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Safety Issues and Warnings

Safety Issues and Warnings

Ensure that all Health, Safety, and Environment (HSE) requirements are
met before commencing the work. Maintain good housekeeping standards
in the work area at all times.

Personal Protective Equipment—Ensure that all required PPE (safety

glasses, gloves, steel-toed shoes, and hard hats, if required) is worn.
Hand Tools—All hand tools must be clean and in good working condition.
Hammers, chisels, and punches should not have mushroomed heads that
will chip when hit. Wrenches should have sharp hooks and heels and not
have bent handles. Ensure the tools are not greasy to avoid slipping that
may result in serious personal injury.
Hair must be styled in a manner to prevent exposure to the hazard of
entanglement or completely covered.
No Jewelry—bracelets, chains, earrings, necklaces, rings, wristwatches,
ornamental jewelry, etc.
Clothing—No improper clothing that may expose the individual to the risk
of entanglement. This may include ragged, torn, or loose fitting clothing.
No non-tear-away aprons, ties, scarves, hair ribbons, etc.
Heavy Objects—Do not lift heavy objects (over 35 lb) without using lifting
equipment or assistance from additional people. Ensure proper lifting
techniques are utilized, and get help if necessary. Use proper lifting
equipment such as slings, fork truck, crane, etc., when needed.
Ensure all lifting equipment such as slings, chains, overhead cranes, fork
trucks, etc., are in good working condition and working order.
Many of the test fixtures and accessories are bulky and can cause injury if
not properly handled. Follow proper lifting procedures and keep fingers out
of potential pinch points.
Lifting Equipment—When lifting equipment, pay special attention to
where slings are applied or the forks of a fork truck are placed. Slings and
forks should be spaced wide apart to ensure the equipment is stable and not
prone to tilting and risk dropping to the ground. The slings and/or forks
must not contact slips, exposed seals, sealing surfaces, or any components
that are shear pinned in place. Exposed collets and springs must be
protected and avoided. Never place hooks in threaded ends.
Take extra precautions when lifting long assemblies to ensure the
assemblies are not damaged. Refer to Technology Bulletin CPS109.
Pinch Points—When handling and assembling components, keep hands
and fingers away from thread connections and from between moving parts.
Special handling tools are sometimes needed to keep hands out of critical
areas. Some assemblies have moving internal components. Keep hands and
fingers clear of moving internal components.

12PHL00000 RN: 041102 Page 4 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Safety Issues and Warnings

Sharp Objects—The assembly has several components that can cut

through skin (i.e., slip’s sharp teeth, threaded components, etc.). Never rub
bare fingers across the threads or sharp edges. Wear gloves when handling
sharp components.
Chemicals— Be aware of chemicals used to clean equipment to ensure they
are not hazardous when breathed or otherwise absorbed. Any hazardous
chemicals must be identified and precautions taken to avoid personal
contact.
Spills— Spillage of any fluids must be cleaned immediately to prevent
slipping hazards.

High Pressure—High pressures may be utilized when performing pressure

tests. Pressure testing the assembly creates potential for projectiles if an
equipment failure occurs. Maintain test equipment in good working order.
Identify weak links and remove as much air as possible from the system.
Utilize test bays when possible. If no dedicated test area is available,
evacuate the area when testing occurs. Restrict the presence of nonessential
personnel from the testing area.

12PHL00000 RN: 041102 Page 5 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Storage

Storage
Halliburton’s Packer is a precisely built piece of equipment that contains
numerous seal surfaces, threads, shear pins, brittle components, and
elastomers. Before storing, inspect the packer for any obvious damage. It is
essential that the packer be protected from environmental elements that could
cause corrosion or degradation of these components during storage.

When the packer is packed for international shipping, direct exposure to the
weather is avoided. However, packaging may become damaged during
inspections so this packing should not be relied upon for warehousing. During
extended storage, components may eventually react to the humidity in the air.

The following procedures are recommended:

• Store the equipment indoors.

– The indoor environment should be air conditioned and/or heated to
prevent large temperature variations and to control the humidity.
– If indoor facilities are not available, the equipment should at least
be under a roofed shelter and not exposed to rain or precipitation.
• Inspect the equipment to ensure no corrosion or dirt has accumulated
well enough in advance of a completion that repairs or redress is
possible prior to the completion if necessary.
• If corrosion or dirt buildup is observed, clean the equipment thoroughly
and take action to prevent this buildup.
• All metallic components should be protected with a light oil or suitable
corrosion inhibitor. This includes the mandrel bore. Sand control
packers are not painted to prevent paint chips from fouling the pack or
screen.
• The exposed elastomers should be wrapped in heavy paper to protect
against light, dirt, and mechanical damage.
• All exposed threads should be protected with suitable closed-ended
protectors at all times.
• Rotate the inventory to reduce the age of the inventory (first in; first
out). The oldest equipment should be used first before new equipment is
used.

Note Elastomers have a limited shelf life. Rotate inventory to use

elastomers before their shelf life expires. Ozone producing equipment such
as electric motors or lights should be a safe distance away from elastomers.

Packers sent out as backup packers should always be redressed upon return
and prior to being sent out on a subsequent job to avoid sticking due to
corrosion.

If the packer has been allowed to corrode, the packer should be

disassembled and redressed.

12PHL00000 RN: 041102 Page 6 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) "PHL" Packer Part Numbering System

"PHL" Packer Part Numbering System

Packer Design
12 "PHL" Casing size & weight range Thread Type
Bore Version

Retrievable Hydraulic __ __ _ _
Packers PERMA-LACH®
Packer Version

4 1/2" (45-49) 45-(1st-wt) 9.511.6# 19 = 1.92" Starting with 1 A = OTIS A

46-(2nd-wt)11.6.13.5# 23 = 2.36" ending with O B = OTIS B
47-(3rd-wt)Not Used 30 = 3.00" C = CS HYDRIL

5" (50-54) 50 - (1st wt) 11.5-15# D = CS-CB HYDRIL

51 - (2nd wt) 15-18# E = EU

5 1/2" (55-59) 55-(1st wt) 13-17# F = EU MOD

56-(2nd wt) 17-20# J = AB IJ
57-(3rd Wt) 20-23#

6 5/8" (65-69) - 65-(1st wt) 28-32# L = Long CSNG

M = Alt long CSNG

7"(70-74) 70 - (1st wt) 17-20# N = NU

71 - (2nd wt) 20-26# P = PIPE THREAD
72 - (3rd wt) 26-32#

7 5/8" (75-79) 75 - (1st wt) 24-26.4# Q = Alt Short CSNG

76 - (2nd wt) 26.4-29.7# S = Short CSNG
77 - (3rd wt) 29.7-39# T = ST. THD F/S.B.E.

9 5/8" (95-99) 95 - (1st wt) 40-47#) V = VAM

96 - (2nd wt) 47-53.5# Y = Blank
97 - (3rd wt) 36-40#

12PHL00000 RN: 041102 Page 7 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) In-Shop Procedures

In-Shop Procedures
When preparing for workshop assembly and testing, all equipment and
necessary equipment should be located and staged in one location.
Inspection of the equipment should be performed to ensure the assembly
process might be carried out smoothly without unnecessary interruptions.
The preparation activities should include but not be limited to the following
items:

• Confirm the specifications of the packer and other equipment are

consistent with the planned completion. This includes the thread
connections and casing size and weight.
• Caliper the OD of the packer and compare the measurement with the
value given in the Engineering Design Specifications (EDS).
• Drift the ID of all equipment with a suitable drift bar. Equipment with
honed bores such as sub-surface safety valves, landing nipples, and
sliding sleeves may require special drift bars.
• Check the packer for obvious damage such as broken/cracked
components, damaged rubber, mashed or galled threads, sheared
screws, broken control lines, etc.
• Determine the correct torque values required for all threads that will be
made up.
• Verify all test pressures and ensure the test fixtures and equipment will
safely achieve these pressures.
• Identify any special tools, fixtures, and consumable supplies such as
thread dope, lubricant, o-rings, seals, control-line connectors, etc., and
ensure they are available.
• It is recommended to install a pup joint to the bottom of the packer to
facilitate makeup at the well site if an extended tail pipe assembly is
used.

Checks for Proper Operation

• Caliper the tool OD to be sure that the packer is correctly dressed for
the casing weight in which it is to be set. Compare dimensions with
specification sheets.
• Check casing string details to check that if a composite string has been
used the packer as dressed can run through the smallest diameter and set
in the desired position. Compare to weight ranges in the specification
sheets.
• Run a drift of appropriate size through the ID of the tool to ensure it is
within specifications.
• Check that the rubber system installed is compatible with well
conditions.

12PHL00000 RN: 041102 Page 8 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Recommended Shop Practices

Recommended Shop Practices

• Take care where the wrench or vise is placed to avoid damage to sealing
surfaces.
• Do not deform thin sections of mandrels or box threads with an
improperly placed wrench or vise.
• Always support the free end of the packer with a shop stand when
placed in the vise.
• Always replace all elastomer components (o-rings, elements, and seals),
shear screws, shear pins, set screws, and Spirolox rings when redressing
a packer. These items are not reusable.
• Remove all shear pin and shear screw remnants.
• All shear screw and set screw thread holes should be cleaned with the
thread taps prior to reassembly.
• Use clear grease containing no solids liberally on all components during
assembly, unless noted otherwise. The grease eases assembly and
protects the internal components against corrosion during storage.
• All seal surfaces and seal components must be greased during assembly.
• All tubing threads, boxes, and pins should be cleaned by hand with a
wire brush and coated with an API thread compound.

Note Use suitable API thread compound on the mandrel threads.

Prejob Planning
During the planning phase of the completion, numerous issues should be
addressed and information gathered.

Define operational parameters. Specify production requirements and

potential injection and/or stimulation scenarios. These aspects may dictate
minimum tubular dimensions and strengths. Potential future workover
aspects should also be defined at this stage.

Confirm completion requirements. A wellbore schematic should be

prepared showing depths, maximum ODs, minimum IDs, and lengths of all
completion components. Operating pressures and temperatures should be
identified. It is very important to clearly define all casing, liner, and tubing
weights as this will confirm drift diameters and potential string weights and
strengths.

Prepare a preliminary installation procedure. This will assist with

operational issues by establishing required installation sequences. This will
also identify the need for special fixtures and/or handling equipment.

12PHL00000 RN: 041102 Page 9 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) On-Site Procedure

Perform tubing movement analysis. This will ensure all desired

operational goals may be achieved. This analysis will also determine
stresses generated on the tubing as well as the completion equipment.
Higher strength metallurgy may be required for certain components.

Review specifications of all downhole components. This will ensure

critical dimensions, pressure ratings, and temperature ratings are compatible
with all aspects of the proposed completion procedures.

Confirm availability of required equipment. This should include

backups, spare parts, test fixtures, installation tools, retrieving tools,
handling equipment, etc.

On-Site Procedure
• Check the packer for any apparent damage due to shipping. Document
the OD, ID, length, part number, number and type of shear pins, serial
number, and any other pertinent information.
• Hold a pre-run meeting with the rig or wireline crew to discuss running
speed and other critical installation procedures.

Note Use suitable API thread compound on the mandrel threads.

12PHL00000 RN: 041102 Page 10 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) High Pressure Surface Testing

High Pressure Surface Testing

Note Ensure all safety precautions are taken prior to beginning any
pressure testing. These precautions should include the erection of signs and
barriers, PA announcements, removal of non-essential personnel, and the
use of work permits. Review JSAs, and never test alone.

No Test Pins
Replace the start-to-set shear screws with steel bolts for surface testing to
high pressures. Fill every start-to-set shear screw hole with a steel bolt. To
determine maximum test pressure, multiply the maximum shear force value
times the number of test bolts and divide by the packer setting piston area.

Part No. Max. Shear Value, lbs. Thread

411CS578 3,700 7/16-14 UNC

Test Pins
1. Install the pressure test pins and end test fixtures. Do not remove the
start-to-set pins.
2. Pressure test according to the Engineering Design Specifications.
3. Remove the test pins and end test fixtures.
Test Pin Installation

12PHL00000 RN: 041102 Page 11 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Determining Shear Release Values

Determining Shear Release Values

The shear release screws prevent upward movement of the packer mandrel
and inadvertent unsetting of the packer. Predetermine the maximum
anticipated upstrain at the packer during its life so that the minimum shear
value may be used.
The PHL packer has an internal seal diameter which creates a piston area
that pressure differentials act on. A typical packer run on standard tubing
will result in pressure differentials from below working on this piston area
to shear the release screws. The following calculations and information are
intended to assist with determining this force and ensure sufficient release
values are used.

Note Only the piston effect at the packer due to pressure is used in the
calculations.

Other factors such as temperature effect and ballooning have a considerable

effect on forces at the packer. When using packers for stimulation work
involving pumping large volumes at considerable pressure, please consult
your Halliburton representative. Normally, the packer will be sized to the
tubing on which it is run, i.e., a packer with a 2 3/8 in. mandrel would be run
on 2 3/8 in. tubing.

Note If a packer is to be run on a tubing string not matched to the packer

mandrel, additional piston effects will be produced on the release pins.
Please consult your Halliburton representative.

Symbols

Aman = Area of mandrel seal diameter, in2

Atid = Area of tubing ID, in2

Atod = Area of tubing OD, in2

∆Ptub = Change in tubing pressure, psi

∆Pann = Change in annulus pressure, psi

Calculation 1- Change In Tubing Pressure

A pressure increase in the tubing at the packer normally results in an
upward force on the releasing shear screws. The force is the change in
tubing pressure times the difference in areas of the mandrel seal diameter
and the tubing ID, or-

Pounds of upward force = ∆Ptub (Aman - Atid)

12PHL00000 RN: 041102 Page 12 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Calculation 2- Change In Casing Pressure

Calculation 2- Change In Casing Pressure

A pressure increase in the casing at the packer normally results in a
downward force on the packer mandrel. The force is the change in casing
pressure times the difference in areas of the mandrel seal OD and the tubing
OD, or-

Pounds of downward force = ∆Pann (Aman - Atod)

Note Values for DP should have the correct sign (+ for an increase, and
- for a decrease). For simultaneous pressure changes in the tubing and
casing, the results of the forces in 1 and 2 should be combined as follows

Pounds force net = ∆Ptub (Aman - Atid) - ∆Pann (Aman - Atod)

A positive result is force up on the shear pins, and a negative answer is force
down.

Calculation 3- Single Packer Installation With Tubing

Plugged
With the tubing plugged, a pressure increase in the tubing will create a
downward force on the packer mandrel equal to the change in pressure
times the area of the tubing ID. A pressure change in favor of the annulus
below the packer and plug will push up on the packer mandrel with a force
equal to the change in pressure times the area of the mandrel seal diameter.

A pressure change in the annulus above the packer will create a downward
force equal to the change in pressure times the difference in areas of the
mandrel seal diameter and the tubing OD.

∆Pann (Aman - Atod)

Calculation 4- Multiple Packer Installation With Tubing

Plugged
Consider a multiple packer installation with tubing and packer mandrels the
same size, with the tubing plugged below the bottom packer and a sleeve
open below the bottom packer above the plug. A pressure in the tubing
creates a downward force equal to the pressure times the area of the ID of
the tubing. A pressure differential in favor of the underside of the plug
creates an upward force equal to the change in pressure times the area of the
mandrel seal diameter.

12PHL00000 RN: 041102 Page 13 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Displacing

Mandrel and Tubing Areas

Packer Tubing Area Area Tubing Area Tubing

Size Size Mandrel ID OD

4-1/2 2-3/8 4.63 3.13 4.43

5-1/2 2-3/8 4.63 3.13 4.43
5-1/2 2-7/8 6.73 4.68 6.49
7 2-7/8 6.73 4.68 6.49
7 3-1/2 9.71 7.03 9.62
9-5/8 3-1/2 9.71 7.03 9.62
9-5/8 4-1/2 16.75 12.30 15.90

Once the maximum upthrust on the packer mandrel has been determined,
select the number of shear screws. Shear pin materials can vary in strength
+/- 10%. Add 10% to the calculated force and divide by the shear value per
pin. If, for example, the answer comes out to 8.3 pins, round off to the next
higher even number of pins (in this case 9 pins).

Halliburton recommends the anticipated tension not exceed 80% of total

shear value.

Displacing
When displacing the tubing string prior to setting the packer, the following
maximum pump rates are offered as a guide to prevent damage to the
packing elements

Casing Size Max Rate, BPM

4-1/2 2.0
5-1/2 2.5
7 3.0
9-5/8 3.5

Release Shear Screw Value

Part No Shear Force, lbs. Packer Size

413MS502 4550 All, Std.

413MS501 2350 All, Alternate

Start-To-Set Shear Screw Value

Part No. Shear Force, lbs. Packer Size
412SH400 2750 5-1/2 in. and smaller
12R7027 4000 7 in. and larger

12PHL00000 RN: 041102 Page 14 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Plug for Tubing

Plug for Tubing

A means must be provided to plug the tubing string below the PHL packer.
A catcher sub assembly that permits a ball to be pumped down and seals off
the tubing string can be used, or a landing nipple may be installed below the
packer in which a wireline-retrievable plug may be landed.

Note The plugging device must be removed after the packer is set.

Setting Procedure
1. Make up the packer to the tubing string.
2. Lower the packer to the desired setting depth.

Note The tubing is plugged below the packer by either dropping a ball to
land in a catcher sub assembly or setting a wireline plug.

3. Apply tubing pressure.

• The pressure enters the cylinder by the tubing and produces a load
against the start-to-set shear screws.
• As these screws shear, the cylinder moves downward, expanding
the lower slips into engagement with the casing ID.
• When the lower slips have contacted the casing, the piston
continues thrusting upward. This force moves through the shear
screws in the connector and element mandrel up to the pins holding
the upper slip carrier. Since the pins in the upper slip carrier require
less shear force than the screws in the connector/element mandrel,
the slip carrier pins shear allowing the upper slips to deploy.
• Now, both the lower and upper slips are set.
• The final shear screws are those in the connector/element mandrel.
After these shear, the setting forces expand the packing elements.
• When the final setting pressure is applied, the slips are firmly
anchored and the elements are fully compressed. The packer
captures this force by internal slips as the setting pressure is
released.

Note Due to the design of the PHL packer, all setting force is transmitted
into the packing elements. No mandrel or tubing movement is required to
properly set the PHL packer. The tool is now completely set and can be
released only by a predetermined upward force on the packer mandrel.

Since the PHL packer is released by straight shear, consideration of

anticipated tubing movement must be made. Halliburton recommends an
analysis using a tubing mechanics program to ensure tension acting on the
packer mandrel does not exceed 80% of the shear release value.

12PHL00000 RN: 041102 Page 15 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Releasing Procedure

Releasing Procedure
To release the packer, apply an upstrain to the tubing to shear the releasing
screws.

Note The standard packer comes equipped with a full set of release
screws (see the shear screw chart). This shear value is adjustable prior to
running the packer.

When these screws are sheared, the main mandrel moves up allowing a
shoulder to strike the wedge support. Continued upward movement of the
wedge support allows the upper wedge to retract, disengaging the upper
slips from the casing. Further upward movement of the main mandrel
allows two shoulders on the mandrel to engage and support the element
mandrel and the piston. This relaxes the elements and moves the lower
wedge from the lower slips, fully releasing the packer from the casing.

Note After the packer is sheared released, allow ten minutes for the
elements to fully retract, before pulling from the well.

When the packer is released, a bypass is opened which equalizes any

differential pressure. This bypass also allows easy retrieval due to the
additional flow area around the packer.

12PHL00000 RN: 041102 Page 16 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) For Selectively Setting & Testing Multiple "PHL"
Packers

For Selectively Setting & Testing Multiple "PHL"

Packers
Note The "PHL" packer is provided with extra shear screw holes to make
the start-to-set pressure easily adjustable.

1. Pin the lowermost packer to begin setting at approximately 1,000 psi.

1. Pin the next packer to begin setting at 2,000 psi.
2. Pin the third packer to begin setting at 3,000 psi.

Note When setting multiple packers, plug the tubing below the
lowermost packer with a wireline plug.

3. Apply an initial maximum pressure of 1,500 psi to the bottom packer.

Test this packer by pressuring down the annulus.

Note In order to test upper packers as they are set, run sleeve valves
between the packers.

4. After the first packer is set and tested, pressure the tubing to 2,000 psi to
set the next packer. Do not exceed 2,500 psi when setting this packer.
5. Open the sleeve below the second packer and test by pressuring down
the annulus.
6. Close the sleeve and set the third packer at 3,000 psi.
7. Open the sleeve below the third packer and test by pressuring down the
annulus.

Note All packers are eventually set with the same set pressure as the last
packer. This ensures an equally tight seal at each packer in the installation.

Recommended Tools
• large floor-mounted packer vise • brass or aluminum bar for hammering purposes
• 24-in. and 36-in. pipe wrenches • center punch
• 36-in. strap wrench • clear grease containing no solids
• large flat-blade screwdriver • API thread lubricant
• small flat-blade screwdriver • Teflon tape
• thread taps • adjustable shop stand
• snap-ring pliers • flat file
• medium-size shop hammer • wire brush

12PHL00000 RN: 041102 Page 17 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Disassembly Instructions

Disassembly Instructions
Refer to the Engineering Design Specifications, Bill of Material, and
Drawing.

Note The letter call-outs refer to the “Assembly Drawings” on page 35.

WARNING Review the “Safety Issues and Warnings” on page 4 before proceeding with
the following steps.

When lifting equipment, pay special attention to where slings are applied or
the forks of a fork truck are placed. Slings and forks should be spaced wide
apart to ensure the equipment is stable and not prone to tilting and risk
dropping to the ground. The slings and/or forks must not contact exposed
seals, sealing surfaces, or any components that are shear pinned in place.
Exposed collets and springs must be protected and avoided. Never place
hooks in threaded ends.

Ensure that safety glasses, gloves, steel-toed shoes, and hard hats
(if required) are worn and all Health, Safety, and Environment (HSE)
requirements are met before commencing the work. Ensure the hand tools
are in good condition and the work area is free of trips and hazards.
Maintain good housekeeping standards in the work area at all times.

Ensure proper lifting techniques are utilized, and get help if necessary.

Disassembly Notes
• Do not force threads that feel like they are galling. Be sure all
components are aligned and tap them lightly with a hammer while
holding a slight bind with a wrench in an attempt to rotate the parts
without excessive force.
• Take care of the location where the vise and wrenches are clamped. Do
not damage external seal surfaces. Do not clamp on or wrench on
thin-walled components that may be damaged.
• Properly support long assemblies when placed in the vise. Use
adjustable stands to support the assemblies in a level condition.
• Properly support the end of assemblies when using wrenches to tighten
or loosen connections. Unsupported assemblies will stress the thread
connection and are likely to cause galling.
• Do not reuse o-rings, seals, or set screws.

12PHL00000 RN: 041102 Page 18 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Disassembly Instructions

Note If applicable, perform the following before disassembling the

packer.
• Discuss and find out where the packer has been run, well conditions,
and date the packer was pulled.
– Location where packer was run: ________________________
– Well Conditions: ____________________________________
– Date Packer was retrieved: ____________________________
• Prepare a job traveller for the packer.
• Hold a pre-disassemble meeting to discuss any special instructions.
Special Instructions: _______________________________________
________________________________________________________
________________________________________________________
• Steam clean the packer to remove any well debris or chemicals.

WARNING Be sure to wear appropriate Personal Protective Equipment when cleaning

the packer.
Ensure the cleaning process does not cause environmental pollution.

1. Clean work area. Remove any components not related to this packer.
2. Place the packer in a vise, gripping on the bottom sub. Support the
packer under the element mandrel (K).

Note If the packer does not have a bottom sub, install a shop handling
coupling hand tight on the pin thread at the down end of the mandrel (C).

3. Using a 36-in pipe wrench, break the connection between the top
sub (A) and the mandrel (C) and remove the top sub from the mandrel.

Note This connection may have been made up to a certain torque and a
backup on the mandrel (C) may be required. Ensure you do not wrench or
vise on any critcal areas.

4. Remove the slip carrier (B), slips (G), and bow springs (D) as a unit.

Note The slips (G) and the bow springs (D) can fall free when removed
from the mandrel.

If the shear pins (E) connecting the slip carrier, support wedge, and collet
wedge have not been sheared, they will need to be drilled out before
proceeding.

5. Remove the slips (G) and the bow springs (D) from the slip carrier (B).
6. Remove the support wedge (F).

12PHL00000 RN: 041102 Page 19 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Disassembly Instructions

7. Remove the upper snap ring (J) from the mandrel (C).

Note Do not overexpand the snap ring. It should be tight on the mandrel.

8. Remove the collet wedge (I) from the element mandrel (K).
9. Using an 1/8-in. punch, remove the driv-lok pin remnants from the
top-slip carrier (B), the support wedge (F), and the collet wedge (I).
10. Holding a back-up on the piston (Y), remove the connector (Q).

Note If the packer has not been set, the backup wrench will be placed on
the shear-pin retainer (S).

11. Remove the collet wedge (I), the element mandrel (K), and the
connector (Q) as a unit from the mandrel (C).

Note There will be resistance when removing the element mandrel (K)
and associated parts from the mandrel (C) due to the o-ring (L).
If the shear screws/driv-lok pins (O) have not been sheared, remove them
now. If they have been sheared, they will be removed later.

12. Using a pair of spreader pliers, expand the element mandrel snap
ring (P) to its maximum and remove the snap ring and the connector (Q)
from the element mandrel (K).
13. Remove the snap ring (P) from the connector (Q), by forcing it out of
the threaded end.
14. Remove the shear screw/driv-lok pin (O) remnants from the
connector (Q).

Note It is recommended to screw the shear screw remnants in towards the

ID instead of attempting to back them out. The damaged thread at the shear
plane usually prevents the remnants from backing out easily.
The shear screws are sometimes tight; ensure the correct size flat-head
screwdriver is used.

Note If the shear screws (R) have not been sheared, remove them now. If
they have been sheared, they will be removed later.
The shear screws are sometimes tight; ensure the correct size flat-head
screwdriver is used.

15. Holding a back-up on the thick portion of the internal-slip housing (W)
remove the retainer (S).

12PHL00000 RN: 041102 Page 20 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Disassembly Instructions

16. Remove the shear screw remnants (R) from the retainer (S).

Note It is recommended to screw the shear screw remnants in towards the

ID instead of attempting to back them out. The damaged thread at the shear
plane usually prevents the remnants from backing out easily.
The shear screws are sometimes tight; ensure the correct size flat-head
screwdriver is used.

17. Remove the wave spring (T) and the spiral ring (U) from inside the
internal-slip housing (W).
18. Remove the internal slips (V) from the internal-slip housing (W).

Note Lightly tapping on the outside of the internal-slip housing (W) will
aid in the removal of the internal slips (V).
The internal slips come in matched set. Keep the slips in matched sets.

19. Holding a back-up on the cylinder (X) remove the internal-slip

housing (W).

Note If the shear screws (DD) have not been sheared, remove them now.
If they have been sheared, they will be removed later.
The shear screws are sometimes tight; ensure the correct size flat-head
screwdriver is used.

20. Remove the middle snap ring (J) from the mandrel (C).

Note Do not overexpand the snap ring. It should be tight on the mandrel.

21. Remove the piston (Y) from the mandrel (C).

Note The connector (Q) can be installed onto the piston (Y) hand tight,
and light tapping on the connector will aid in the removal of the piston.

22. Push the shear housing/slip assembly down against the lower stop of the
mandrel (C).

Note 9 5/8-in. assemblies have a lower snap ring on the mandrel as the
lower stop.

23. Move the cylinder (X) down enough to remove the snap ring (J).
24. Remove the snap ring (J) from under the cylinder (X).

Note Do not overexpand the snap ring. It should be tight on the mandrel.

25. Remove the cylinder (X) from the mandrel (C).

12PHL00000 RN: 041102 Page 21 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Disassembly Instructions

26. If applicable, remove the snap ring (CC) from under the lower slips (G).
Do not overexpand the snap ring. It should be tight on the mandrel.

Note On 9 5/8-in. assemblies the shear housing (BB) will have to be

removed off the lower end of the mandrel (C). In these cases perform Step a
through e and then proceed to Step 27.

a. Reposition the assembly in the vise gripping on the upper end of the
mandrel (C). Take care not to damage the mandrel.
b. Remove the bottom sub/handling coupling from the lower end of
the mandrel (C).
c. Remove the snap ring from the mandrel (C).
d. Remove the shear housing (BB) and the slip carrier (AA) from the
mandrel (C).

Note The slips (G) and the bow springs (D) can fall free when removed
from the mandrel (C).

e. Remove the slips (G) and the bow springs (D) from the slip
carrier (AA).

Note On some PHL designs, the slip carrier (AA) and shear screw
housing (BB) are pinned together or attached using a retainer wire. If they
are pinned/wired together, they will be removed during the following steps.

27. Remove the slip carrier (AA), slips (G), and the bow springs (D) as a
unit from the mandrel (C).

Note The slips (G) and the bow springs (D) can fall free when removed
from the mandrel.
Small fragments of the steel shear screws (DD) will hang up when trying to
remove the bottom slip carrier. The best way to overcome this is place the
top sub (A) on to the main mandrel (C). Remove main mandrel from the
vise and stand upright with the top sub on to a piece of wood. Shake and
turn the bottom slip housing until the fragment of the shear screws have
fallen out.
Then with the aid of another person lift the bottom slip carrier and main
mandrel and knock on to the piece of wood. Repeat this until the bottom slip
carrier comes free from the main mandrel.
You will see slight damage on the recess shoulder where the shear screws
have sheared; this can be dressed up by emery cloth.

28. Remove the slips (G) and the bow springs (D) from the slip
carrier (AA).

12PHL00000 RN: 041102 Page 22 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Disassembly Instructions

29. If applicable, remove the shear housing (BB) from the mandrel (C).

Note The slip carrier (AA) and shear screw housing (BB) may be pinned
or wired together. If they are pinned/wired together, remove the shear screw
housing with the slip carrier. Remove the pins/wire, and remove the slip
carrier from the shear housing.

Rotating the shear screw housing (BB) will aid in removing the retainer
wire.

30. Remove the shear screw (DD) remnants from the shear housing (BB).

Note The shear screws are sometimes tight; ensure the correct size
flat-head screwdriver is used.

31. Remove and discard all o-rings, elements, shear pins, and shear screws.
32. Clean and inspect all the parts for wear and damage.

Note Chase all set screw and shear screw threads with a tap to ensure the
threads are clean.

WARNING Be sure to wear appropriate Personal Protective Equipment when cleaning

the parts.
Pay close attention to threads for burrs that could cause damage upon
reassembling this valve.
Ensure the cleaning process does not cause environmental pollution.

12PHL00000 RN: 041102 Page 23 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions
Refer to the Engineering Design Specifications, Bill of Material, and
Drawing.

Note The drawings in the following procedure are for reference only. The
letter call-outs refer to the “Assembly Drawings” on page 35.

WARNING Review the “Safety Issues and Warnings” on page 4 before proceeding with
the following steps.

When lifting equipment, pay special attention to where slings are applied or
the forks of a fork truck are placed. Slings and forks should be spaced wide
apart to ensure the equipment is stable and not prone to tilting and risk
dropping to the ground. The slings and/or forks must not contact exposed
seals, sealing surfaces, or any components that are shear pinned in place.
Exposed collets and springs must be protected and avoided. Never place
hooks in threaded ends.

Ensure that safety glasses, gloves, steel-toed shoes, and hard hats
(if required) are worn and all Health, Safety, and Environment (HSE)
requirements are met before commencing the work. Ensure the hand tools
are in good condition and the work area is free of trips and hazards.
Maintain good housekeeping standards in the work area at all times.

Ensure proper lifting techniques are utilized, and get help if necessary.

Assembly Notes
• Always lubricate o-rings and seals during assembly.
• Always use proper thread dope or Teflon tape when assembling
threaded components.
• Do not use thread dope to lubricate elastomeric seals.
• Do not force threads that feel like they are galling. Remove the threaded
components at the first sign of galling, and check the threads for
damage. Be sure all components are aligned during make up and tap
them lightly with a hammer while holding a slight bind with a wrench
in an attempt to rotate the parts without excessive force.
• Take care of the location where the vise and wrenches are clamped. Do
not damage external seal surfaces. Do not clamp on or wrench on
thin-walled components that may be damaged.
• Properly support long assemblies when placed in the vise. Use
adjustable stands to support the assemblies in a level condition.
• Properly support the end of assemblies when using wrenches to tighten
or loosen connections. Unsupported assemblies will stress the thread
connection and are likely to cause galling.
• Do not reuse o-rings, seals, or set screws.

12PHL00000 RN: 041102 Page 24 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Note Any reused components from an assembly being redressed must be

cleaned and inspected to ensure the threads and sealing surfaces are not
damaged. Run the thread taps through all set screw and shear screw holes to
ensure they are clean.

It is recommended that tight-fitting components be partially assembled

without the elastomers to verify they can be assembled without interference.
This includes the piston/cylinder, the piston over the mandrel, wedges over
their respective mandrels, etc.

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

1. Clean the work area. Remove any components from the work area that are not part of this
assembly. Collect all components that are to be assembled on a pallet or cart, and verify
that components match part number and quantity on the Bill of Material.
2. Clean and inspect all parts. Ensure the mandrel is clean and free from any rust or debris.
Ensure there are no scratches or damage on the sealing surfaces.
Tap out all the threads for the shear screws.
Note On some PHL designs, the slip carrier (AA) and shear screw housing (BB) are
pinned together or attached using a retainer wire. If they are pinned/wired together, install the
shear screw housing to the slip carrier.
1. If the assembly has a support ring, install the support ring into the slip carrier.
Support Ring Retainer Wire

Cut To Dim 'A'

Per DSD And
Hand Bend As
Shown
'A'
30°
Approx.

1.5
Approx.

12PHL00000 RN: 041102 Page 25 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

Note On 9 5/8-in. assemblies the shear housing (BB) will have to be installed onto the
lower end of the mandrel (C). In these cases perform Step a through c and then proceed to
Step 1.
a. Place the mandrel in the vise, gripping on the upper end of the mandrel (C). Take care not
to damage the mandrel.
b. Install the slips (G) and springs (D) into the lower slip carrier/shear housing weldment
(AA/BB).
c. Support the slips and slide the slips and slip carrier onto the mandrel (C).
d. Install the snap ring (CC) onto the mandrel (C). Do not overexpand the snap ring. It
should be tight on the mandrel.
2. Install the bottom sub (EE) or a shop coupling, hand tight, on the lower end of the
mandrel (C), and vise on the bottom sub/coupling.
3. Install the slips (G) and the springs (D) into the lower slip carrier (AA)/shear housing
(BB). Support the slips and slide the slips and slip carrier/shear housing onto the
mandrel (C) shear screw (DD) holes first. If applicable, slide it down enough to allow
access to the lower snap ring groove.
Mandrel Snap Ring Groove

4. If applicable, install the snap ring (CC) onto the lowest snap ring groove on the
mandrel (C). Do not overexpand the snap ring. It should be tight on the mandrel.
Mandrel Snap Ring

5. Lubricate the sealing surfaces.

6. Grease and install the o-rings (L) into the cylinder (X).
7. Slide the cylinder (X) onto the mandrel (C). Use a hammer and a block of wood to knock
the cylinder down enough to install the snap ring (J).
Snap Ring Groove Mandrel Cylinder

12PHL00000 RN: 041102 Page 26 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

8. Install the snap ring (J) under the cylinder (X) and into the groove of the mandrel (C). Do
not overexpand the snap ring. It should be tight on the mandrel.
Snap Ring Mandrel Cylinder

9. Slide the cylinder (X) up until it stops against the snap ring (J).
Cylinder Snap Ring

10. Grease and install the o-rings onto the piston (Y).

Note The internal slips can be installed vertically by following

Step 11 through Step 16 or horizontally by proceeding to Step 17.

12PHL00000 RN: 041102 Page 27 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

11. Slide the slip housing (W), spiral ring (U), wave spring (T), and the retainer (S) onto the
piston (Y). Stand this assembly on the end with the threaded end of the piston down.
4

5 3

Piston
6 2

1
Internal-Slip Housing
Sequence Looking From This End
Install Numbered
Segments In
Clockwise Sequence
Internal Slip
Spiral Ring
Wave Spring
Retainer

Sequence Looking From This End

(Slips Are Marked On This End)
1

6 2

5 3

12. Hold the slip housing (W) up and place the internal slips (V) on the spiral ring (U).
Note From this position, install the slips (V) in numbered sequence and in a
counter-clockwise direction (looking downward at the tapered end of the slips).
13. Lower the slip housing (W) over the internal slips (V) and make up to the retainer (X).
14. Carefully align the shear pin holes in the piston (Y) and the retainer (S). Install the shear
screws (R).
Note Take care not to move the internal-slip housing (W) down to far. The internal
slips (V) will not allow the internal-slip housing to move back up.
15. Install the piston sub-assembly into the cylinder (X) and make the internal-slip
housing (W) up into the cylinder.
16. Proceed to Step 23 on page 30 to continue assembly.

12PHL00000 RN: 041102 Page 28 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

17. Using a hammer and a block of wood, install the piston (Y) onto the mandrel (C) and into
the cylinder (X) until it butts against the cylinder shoulder. Ensure the cylinder is butted
against the snap ring (J). If installed, remove the element mandrel housing/connector (Q).
Note For ease of installation, make up the element mandrel housing/connector (Q) onto
the piston, hand tight, to give you a flat edge to knock against.
Element Mandrel Housing/Connector Cylinder Piston Snap Ring

18. Holding a backup on the cylinder (X), install the internal-slip housing (W).
Internal-Slip Housing Cylinder Piston Snap Ring

19. Install the six internal slips (V) onto the piston (Y) and into the internal-slip housing (W)
in a numerical order in a clockwise direction. Starting with the number one slip slide it
into the low side of the internal-slip housing as there is some play between piston and
internal slip housing. Using two punches, screwdrivers, or shear stock, place each
internal slip into the internal-slip housing one at a time. Use one punch, screwdriver, or
shear stock as a guide and the other to push the next slip into the internal-slip housing. As
the slips are installed, rotating the slips counterclockwise to center on the bottom of the
slip housing may help in assembly. Continue until all slips are in place.
Note Ensure the cylinder (X) stays butted against the snap ring (J) and does not move
down.
Install Numbered Internal Slips Internal-Slip Housing Cylinder Piston Snap Ring
Segments In
Clockwise Sequence

5 6

4 1

3 2

Sequence Looking From This End

(Slips Are Marked On This End)

12PHL00000 RN: 041102 Page 29 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

20. Install the spiral ring (U) and the wave spring (T) over the piston (Y) and push them into
the internal-slip housing (W) until the spiral ring butts against the internal slips (V) and
the wave spring butts against the spiral ring.
Spiral Ring
Internal-Slip Housing
Wave Spring Cylinder Piston Snap Ring

21. Install the retainer (S) into the internal-slip housing (W) and align the holes in the
retainer and the piston (Y).
Note Ensure the cylinder (X) stays butted against the snap ring (J) and does not move
down.
Retainer Internal-Slip Housing
Shear Screw Holes Cylinder Piston Snap Ring

22. Install the shear screws (R) into the retainer (S) and into the piston (Y). Make all the way
up and back off 1/4 turn.
Note On some packers it may be necessary to grind the shear screws flush with the OD.
Ensure that the hole depth - pin length = pin standoff or recess.
Retainer Internal-Slip Housing
Shear Screw Cylinder Piston Snap Ring

23. Install the snap ring (J) onto the mandrel (C). Do not overexpand the snap ring. It should
be tight on the mandrel.
Retainer Internal-Slip Housing
Snap Ring Shear Screw Cylinder Piston Snap Ring

12PHL00000 RN: 041102 Page 30 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

24. Insert the collet wedge (I) into the element mandrel (K).
Note This can be done by standing the element mandrel on its lower end and using a
hammer and block of wood on top of the collet wedge to snap the collet wedge into the
element mandrel.
CAUTION Some packers have sealing areas on the element mandrel for testing, take
care not to damage.
Collet Wedge Element Mandrel

25. Lightly lubricate the element mandrel (K) where the elements (M & N) will contact.
Install the packing elements onto the element mandrel.
Note Check the specific design specifications and assembly drawing for the packer being
built. Some element stacks contain element spacers (KK).
I K M N M

I K M KK N KK M

26. Insert the snap ring (P) into the threaded end of the connector (Q).
Note The snap ring will have to be forced into place.
Snap Ring Connector

12PHL00000 RN: 041102 Page 31 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

27. Using spreader pliers through the slot in the connector (Q), spread the snap ring (P) to the
maximum and insert the connector and snap ring into place on the element mandrel (K).
Note Ensure the snap ring is securely in its groove on the element mandrel.

Element Mandrel Snap Ring Connector

O-Ring

28. Grease and install the o-ring (L) into the element mandrel (K).
29. Lightly lubricate the upper mandrel (C) and install the element sub-assembly onto the
mandrel. Make up the connector (Q) onto the piston (Y).
Connector Piston

30. Align the holes and install the shear screws/driv-lok pins (O) into the connector (Q) and
the element mandrel (K).
Note Ensure that the hole depth - pin length = pin standoff or recess.
Shear Screw/Driv-Lok Pin Connector Piston

31. Install the upper snap ring (J) under the collet wedge (I) and into the groove of the
mandrel (C). Do not overexpand the snap ring. It should be tight on the mandrel.
Shear Screw/Driv-Lok Pin Connector Piston
Mandrel Snap Ring

32. Install the wedge support (F) onto the mandrel (C) and butt it against the snap ring (J).
Shear Screw/Driv-Lok Pin Connector Piston
Wedge Support
Mandrel Snap Ring

12PHL00000 RN: 041102 Page 32 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

33. Align the holes in the collet wedge (F) and the wedge support (F). Install the driv-lok
pins (H) just below the OD of the collet wedge.
Install Just Below OD as Shown
Shear Screw/Driv-Lok Pin Connector Piston
Wedge Support Collet Wedge
Mandrel Driv-Lok Pin

34. Move the shear screw housing (BB) up until it butts against the lower snap ring. Install
the shear release screws (DD) into the shear housing and into the groove of the
mandrel (C).
Slip Housing/Shear Housing Weldment
Shear Release Screws Mandrel

Note Do not install the top sub (A), slip carrier (B), or the slips (G) until after testing is
completed.
35. Install the appropriate test fixtures onto the assembly.
36. Test according to the Engineering Design Specifications.

WARNING Ensure all safety precautions are taken prior to beginning any pressure
testing. These precautions should include the erection of signs and barriers,
PA announcements, removal of non-essential personnel, and the use of work
permits. Review JSAs, and never test alone.

37. Install the slips (G) and the springs (D) into the upper slip carrier (B).
38. Support the slips (G) and install the slip carrier (B) onto the mandrel (C).
Mandrel Install Just Below OD as Shown
Wedge Support Shear Screw/Driv-Lok Pin Connector Pist
Collet Wedge
Driv-Lok Pin

12PHL00000 RN: 041102 Page 33 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Instructions

Assembly Instructions Initial

(Initial in the blocks to the right as the steps are completed)

39. If applicable, install the o-ring into the top sub (A). Install the top sub (A) onto the
mandrel (C) being careful that the slips are supported by the top sub and the wedge
support. It is helpful to keep the gap between the top sub and the upper slip carrier (B)
closed during this step. Tighten the top sub to the mandrel using the recommended torque
in the Engineering Design Specifications.
Note Some packers have closure rings and/or o-rings that install onto the top sub.
Mandrel Install Just Below OD as Shown
Top Sub Wedge Support Shear Screw/Driv-Lok Pin
Collet Wedge
Slip Carrier Driv-Lok Pin

40. With a soft hammer or a block of wood, tap the wedge support (F) downward until it is
solid against the snap ring (J).
41. Rotate the upper slip carrier (B) and observe how the holes on the slip carrier line up with
the holes in the wedge support (F). Select the holes which will provide the minimum gap
between the top sub (A) and the slip carrier per instructions on the assembly drawing.
Install the pins into the slip carrier and the wedge support.
Note If applicable, verify Dimension A.
Mandrel
Top Sub Wedge Support Shear Screw/Driv-Lok Pin
Collet Wedge
Slip Carrier
Driv-Lok Pin

Dim 'A'

42. Compare the completed assembly to the Assembly Print. Verify all components have
been used and there are no remaining parts in the work area. Installation of all the
components is vital for proper tool operation.
43. Remove any wrench or vise marks from the assembly.

12PHL00000 RN: 041102 Page 34 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Drawings

Assembly Drawings

(A) Top Sub

Note:
Make Up Top Sub (Detail #1) (X) Cylinder
To The Torque Listed In DSD
(B) Slip Carrier
(Y) Piston
(C) Mandrel Mask Mandrel Under Slips
Before Painting. Lightly Coat
(D) Spring With WD-40 Or Light Grease (L) O-Ring
When Paint Is Dry.
(E) Driv-Lok Pin Coat With Grease Prior To (Z) O-Ring
Running.
(F) Wedge Support (J) Snap Ring
(G) Slip
(L) O-Ring
(H) Driv-Lok Pin - Install Just Below OD As Shown
(L) O-Ring
(I) Collet Wedge
(G) Slip
(J) Snap Ring
(D) Spring
(K) Element Mandrel
(AA) Slip Carrier
Lightly Coat Mandrel With
This O.D. Must Be Clean,
Grease In This Area
Smooth, And Free From
Paint And Rust. (BB) Housing
(L) O-Ring
Lightly Coat With Grease
Prior To Installation Of Lower
(M) End Element Slip Assembly.

(N) Center Element (CC) Snap Ring

(O) Screw (DD) Shear Screw

(P) Snap Ring

Do Not Wrench Or Vise On
This O.D. To Avoid Damage.
(Q) Connector Detail (27) Must Slide Freely
Note:
Lightly And Completely Coat Over This O.D.
All Sealing Outside And Inside (J) Snap Ring
Diameters With Grease Prior
To Assembly.
(R) Screw

(S) Retainer

(T) Spring Install Coupling Hand Tight.

Clamp Coupling In Vise To
Assemble Packer.
(U) Spiral Ring

(V) - Install Numbered Segments In Clockwise Sequence

(W) Slip Housing

12PHL00000 RN: 041102 Page 35 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Drawings

(A) Top Sub

(E) Driv-Lok Pin

(L) O-Ring Apply Even Torque To Detail II

(II) Screw To Ensure Centralization Of
Detail FF On Detail A
(FF) Closure Ring Torque To 10 Lbs-ft

A (B)
Slip Carrier

(D) Spring

(F) Wedge Support

(G) Slip

View Rotated 45°

(H) Driv-Lok Pin - Install Just Below O.D. As Shown

(I) Collet Wedge

(J) Snap Ring

(K) Element Mandrel

(L) O-Ring

(M) End Element

(N) Center Element

(O) Driv-Lok Pin - Install Flush With O.D. Of Packer

(P) Snap Ring

(Q) Connector

(S) Retainer
Note: (R) Screw
Lightly And Completely Coat
All Sealing Outside And Inside (J) Snap Ring
Diameters With Grease Prior (T) Spring
To Assembly.
(U) Spiral Ring
(V) - Internal Slip (Install Numbered
Segments In Clockwise Sequence)
(W) Slip Housing

12PHL00000 RN: 041102 Page 36 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Assembly Drawings

(X) Cylinder

(Y) Piston

(L) O-Ring
Mask Mandrel Under Slips
Before Painting. Lightly Coat
(Z) O-Ring
With WD-40 Or Light Grease
When Paint Is Dry.
Coat With Grease Prior To (J) Snap Ring
Running.
(L) O-Ring

(G) Slip

(D) Spring

(HH)Support Ring

(AA/BB) Slip Housing/Shear Housing Weldment

This O.D. Must Be Clean,
Smooth, And Free From
Paint And Rust. (DD) Shear Screw
Lightly Coat With Grease
Prior To Installation Of Lower
Slip Assembly.

(GG) Driv-Lok Pin

(C) Mandrel

(CC) Snap Ring

(EE) Bottom Sub

View Rotated 45°

12PHL00000 RN: 041102 Page 37 of 38

Halliburton Hydraulic-Set PHL Perma Latch® Packer (Universal) Thread Make-Up Definitions

Thread Make-Up Definitions

Hand Tight/Hand Tight Only

When Hand Tight or Hand Tight Only is called out in an Engineering
Design Specification or on an Assembly Drawing, the thread connection
between the appropriate components should be assembled only by hand.
The geometry or size of the components may require the use of a wrench for
gripping; however, no additional leverage should be applied when using a
wrench. This ensures that the connection can be broken and made up again
at a later date as required by the design intent.

Wrench Tight/Tight/Make Up Tight

When Wrench Tight, Tight, or Make Up Tight is called out in an
Engineering Design Specification or on an Assembly Drawing, the thread
connection between the appropriate components should be assembled with
the appropriate wrench needed to make up the thread connection. Usually
this would be a 24- to 48-in. wrench. The assembler is expected to safely
apply as much force as possible to the thread connection without any
additional power makeup. This process generally applies between 400 to
600 ft lbs of torque.

Torque Threads
When Torque Threads is called out in an Engineering Design Specification
or on an Assembly Drawing, the thread connection between the appropriate
components should be assembled wrench tight and then tightened to a value
listed or required by engineering. This is normally a "power makeup"
applied by using a torque machine that is capable of measuring the amount
of torque applied. If a torque machine is not available or applicable, the
required amount of torque can be applied using the appropriate wrench in
combination with a dynamometer gauge.

12PHL00000 RN: 041102 Page 38 of 38