Pt. No.

13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

3-1/2 Permanent
Lockout Tool (Z-5 Type)
Pt. No. 13722-000-00001

OPERATING MANUAL

Operating Manual 1
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

REQUIRED
SUPPLEMENTAL MANUALS
The following supplemental manuals are required
for complete documentation of this product:

• SM-001 Handling & Storage Practices

For copies of these manuals, contact your local

Schlumberger representative.

© Copyright 2002 Schlumberger, Unpublished Work. All rights reserved.

This work contains the confidential and proprietary trade secrets of Schlumberger and may not be copied or
stored in an information retrieval system, transferred, used, distributed, translated or retransmitted in any form
or by any means, electronic or mechanical, in whole or in part, without the express written permission of the
copyrightManual
Operating owner. 2
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

Description

The lower choke lockout mechanism enables the TRM and certain TRDP model
safety valves to be permanently locked open without activating the secondary
communication feature. This is accomplished by setting a lock in the lower choke
and shifting the choke under the flapper using wireline methods. This lockout tool
assembly consists of the lower choke lockout tool and lower choke lockout tool no-
go sub. The complete lockout tool is attached to the bottom of a conventional
wireline tool string and lowered through the tubing until the safety valve is reached.
For specific lockout tool application information for safety valves, see the
appropriate operator’s manual.

Features and Benefits

• Short, compact and simple design is cost-effective, easy to run.

• Highly reliable and durable.
• Manufactured from corrosion resistant materials for increased reliability

Operating Manual 3
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Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

1.0 Engineering Data

Dimensional and Engineering Data Secondary Accessories

Fishing Neck Size 1.750 in No-Go Subs 10402-001 f/ 2.812 Polished Bore
Maximum OD (Dogs Expanded) 3.048 in 10457-001 f/ 2.750 Polished Bore
Maximum OD (Dogs Retracted) 2.531 in 10430-001 f/ 2.562 Polished Bore
Connecting Thread 15/16-10UNS-2 Redress Kit 13722-000
(Fishing Neck): Pulling Tool 15178-000
Overall Length 45.670 in Prong 15045-008

Operating Manual 4
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3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

2.0 Bill of Materials

Item Part Number Qty Description

1 13722-003-00001 1 EXTENSION BAR
2 15211-001-01000 1 FISHING NECK
3 20080-007-01000 1 PIN, 0.125 X 1.187
4 15044-001-01000 1 UPPER ADAPTER
5 15045-003-01000 1 RUNNING TOOL-BODY
6 01602-001-01000 1 PIN, SLOTTED
7 15044-A00-01000 1 RATCHET ASSEMBLY
8 15044-004-01000 1 INNER MANDREL
9 20648-009-01000 2 PIN, 0.187 X 1.000
10 10234-006-01000 1 PIN, 0.125 X 1.562
11 15045-008-01000 1 RUNNING PRONG
12 10430-002-01000 1 LOWER BODY
13 13517-001-06000 2 DOGS
14 10413-005-01000 1 PIN
15 13517-002-06000 1 EXPANDER TUBE
16 10430-005-01000 1 FLAPPER OPENING EXTENSION

Operating Manual 5
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

3.0 Handling, Storage and Make-Up Guidelines

3.0 Handling, Storage & Make-Up Guidelines 4.2 Permanent Lockout Procedure
Detailed handling instructions applicable to all Before attempting the lockout procedure, the
Schlumberger Completion Systems products are differential pressure across the flapper must be
found in the required supplemental manual Handling, reduced to zero. This is accomplished by applying
Storage & Make-Up Guidelines, manual number SM- pressure to the tubing above the safety valve.
001. Equalization is evident when the rate of pressure
increase slows significantly.
4.0 Permanent Lockout
1. With the Locking Dogs in the running position,
4.1 Description
lower the lock-open tool down to the no-go.
The lower choke TRM lockout mechanism enables Lightly tap downward to confirm the proper
the TRM to be permanently locked open without location of the tool in the safety valve.
activating the secondary communication feature.
Note: If the lower prong/body shear pin is used,
This is accomplished by setting a lock in the lower
raise the tool string approximately two feet and allow
choke and shifting the choke under the flapper using
it to impact the no-go shoulder several times until the
slickline methods. This lockout tool assembly
Pin shears, which allows the Collet to release and
consists of the lower choke lockout tool and lower
engage the dogs.
choke lockout tool no-go sub. Refer to the data sheet
for part numbers. Caution: From this point forward, do not apply any
upward pull or jarring on the lockout tool
The length of the Extension Bar is designed so the
until the lockout is complete. Upward
Locking Dogs of the lock will be below the lower
pulling or jarring may cause a mis-run.
choke lock recess when the no-go sub contacts the
no-go shoulder in the hydraulic chamber housing. 2. Slowly lift up on the tool string. As the Locking
The complete lockout tool is attached to the bottom Dogs reach the lower choke recess, they will
of a conventional slickline tool string (weight bars extend and engage in the recess. Continue
and mechanical jars) and lowered through the tubing pulling upward until approximately 500 lb
until the safety valve is reached. registers on the weight indicator.
The lower choke lockout will require one of the 3. Slowly lower the tools and jar upward to shear
following: the tool string from the lock assembly. Return the
tool string to the surface.
• The ability to fully open the safety valve using
hydraulic control line pressure; Note: If possible fully open the valve with hydraulic
control line pressure and proceed to step 7.
• The capacity to place additional stem weight
below the mechanical jars in the tool string. Note: If a hydraulic assist tool is not available,
Minimum weight = safety valve opening pressure place additional weight below the jars and proceed
@ SITP X piston hydraulic area; to step 7.
• The use of a Camco hydraulic assist tool and the 4. Attach the hydraulic assist tool to the tool string
ability to apply additional tubing pressure above and slowly lower it until it contacts the nipple
the safety valve. Contact Field Services for profile in the safety valve.
proper tool.
Note: If none of these options are available,
contact your local Schlumberger representative
before attempting a lockout.

Operating Manual 6
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002
5.0 Lockout Verification Procedures

5. Jar down on the tool (5-8) times to shear the 5.2 Flow Verification
shear pins between the no-go sub and the
Slowly open the wing valve to initiate well flow and
hydraulic ram of the assist tool. This engages the
gradually open to full normal production. The
tool’s o-ring and allows the hydraulic ram to
production rate should be comparable to that of the
extend and contact the previously installed Z-5
well before the safety valve was locked open.
lockout tool.
6.0 Disassembly Procedure
6. Apply and maintain 1,000 psi above the SITP to
the tubing above the hydraulic assist tool. Prior to disassembly inspect the entire tool for any
damage or abnormal wear.
7. Jar downward aggressively and repeatedly until
travel is observed indicating that the upper set of 1. Unscrew the no-go from the Extension Bar (1).
shear screws have sheared. Continued jarring 2. Unscrew the Extension Bar (1) from the Fishing
will shear the second set of shear screws and Neck (2).
allow the lower lockout ring to locate in its
recess. Discontinue jarring when solid impacts 3. Remove the Pin (3), then, unscrew the Fishing
are indicated. At this time, the lower choke is Neck (2) from the Inner Mandrel (8).
secured in the extended position, and the valve 4. Unscrew Running Prong (11) from the Inner
is permanently locked open. Mandrel (8).
8. Reduce the pressure differential across the 5. Unscrew the Upper Adapter (4) from the Running
hydraulic assist tool to less than 200 psi. Return Tool Body (5), disengaging the Ratchet Assembly
the tool string to the surface. (7).
9. Run an appropriate JD series pulling tool and 6. Remove the Flapper Opening Extension (16) from
latch onto the Z-5 pulling tool. Jar up. If the lower the Z-5 Body (12).
choke moves, the valve is not locked out and the
lockout procedures must be repeated. If there is 7. Using the Running Prong (11), push the Expander
no lower choke movement, the valve is locked Tube (15) out of the Z-5 Body (12).
out. 8. Remove the Locking Dogs (13) from the Z-5 Body
10. Jar downward to ensure complete latching of (12).
the tool. The pulling prong will unlock the 9. Remove shear pin remnants from the Running
Locking Dogs at the same time. Pull upward to Tool Body (5), Z-5 Body (12) and Running Prong
return the lock to the surface. (11).
11. Perform the permanent lockout verification 10. Thoroughly wash all parts and inspect tool for
methods as detailed in this manual. damage.
5.0 Lockout Verification Procedures 7.0 Assembly Procedure
5.1 Wireline Verification Prior to assembly, wash all parts thoroughly with
Slowly lower a tool string completely through the solvent and blow dry using compressed air. Use pipe
safety valve and back to the surface. The tool string joint lubricant on all threaded connections.
should pass freely through the safety valve in both 1. Using the Brass Pin (14), attach the Collet (15) to
directions. the Running Prong (11).
The tool string should contain as few shoulders as 2. Insert the Locking Dogs (13) into the Z-5 Body
possible to avoid hanging the tools in the well. (12).

Operating Manual 7
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

7.0 Assembly Procedure

3. Screw Inner Mandrel (8) on to Running Prong

(11).
4. Insert and Pin (10) the Running Prong (11) into
the Z-5 Body (12).
5. Insert the Slotted Spring Pin (6) into the Upper
Adapter (4).
6. Place the Ratchet Assembly (7) between the
Upper Adapter (4) and the Running Tool Body (5).
Note: Ensure the Ratchets are positioned to resist
downward movement.
7. Screw the Upper Adapter (4) onto the Running
Tool Body (5).
8. Using 2 Pins (9), attach the Body of Running Tool
(5) to the Z-5 Body (12).
9. Screw the Fishing Neck (2) onto the Inner
Mandrel (8).
10. Pin (3) Fishing Neck (2) to the Inner Mandrel (8.
11. Screw the Fishing Neck (2) into the Extension
Bar (1).
12. Screw the Flapper Opening Extension (16) onto
the lower end of the Z-5 Body (12).
13. Screw the proper no-go sub onto the Extension
Bar (1).
The Tool is now assembled and ready to be made up
in a tool string. Verify that the Locking Dogs (13) on
the Tool are free to move in or out. The Locking Dogs
must be run in the collapsed position.

Operating Manual 8
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NOTES Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

Operating Manual 9
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

Operating Manual 10
 Pt. No. 13722-000-00001
Revision Level AA
3-1/2 Permanent Lockout Tool (Z-5 Type) Revision No. 00
Document 01 AUG 2002

Schlumberger has made every effort to manufacture a safe product of the very highest quality and design. This manual is designed to provide
operating personnel with the information necessary to assemble and disassemble, service and maintain this product. The content of this manual
should not be construed as a fixed rule without regard to sound engineering judgement, nor is it intended to supersede or override any state,
federal or local regulations where applicable.
Schlumberger recommends reading the complete procedure before beginning any operation.
Be sure to note the areas of caution.
Operating Manual 11
 LONG-TERM QUALITY AND PERFORMANCE MONITORING
Schlumberger Completion Systems maintains a long-term quality and performance monitoring system for all completion
products. In the event of any service difficulty or malfunction, please contact your local Schlumberger representative for
the appropriate reporting form. Send the form and all pertinent information to the following address:
Q.A. Department, Schlumberger -- P.O. Box 14484 -- Houston, Texas 77221

P. O. Box 14484 • Houston, Texas 77221 • Telephone: (713) 747-4000 • Fax: (713) 747-6751 • www.slb.com
Rev. PLOT (Z-5) #01A Copyright © 2002 Schlumberger * Mark of Schlumberger