Chapter 3

HISTORY OF SUBSURFACE SAFETY VALVES
During the early 1930’s a demand developed for a downhole valve that would permit flow during
normal conditions, but would shut in the well in case of damage to/or destruction of the wellhead.
This valve would be installed downhole in the production string.
Such a valve was developed initiating oil and gas well emergency shut down systems but compared
to present day valves, this simple poppet type valve had several disadvantages.
• Restricted flow area.

• Tortuous flow paths.
• Calibration difficulties.
All direct operating valves depend either on an increased flow rate or on a reduction of pressure at
the valve to cause closure. To work properly, it is assumed that the well conditions can accurately
be predicted.
The following situations could result in the direct operating valve not closing when required:
• Depletion of the formation after the valve is calibrated and installed so that the flow rate may
never reach the calibrated closing rate.
• Partial blockage of the formation or tubing by sand or paraffin above the valve. This may
restrict the flow rate through the valve so that it will not reach the calibrated closing rate.
• Poor or insufficient well data will cause the calibration to be incorrect so that the well may
never reach the calibrated flow rate.
• Damaged surface control that caused the flow rate to stay below the calibrated closing rate
of the valve.
To overcome these disadvantages, a surface controlled subsurface safety valve was developed in
the late 1950’s
The design provided:
• A large flow area.

• Remote control opening and closing.
• Responsiveness to a wide variety of abnormal conditions (fire, line rupture etc.)
Completions 1 Section 3 SSSVs Page 1 of 47
© Halliburton 2007
Demand was slow due to high cost etc., and sales for this type of valve did not take off until the late
1960’s.
Since the subsurface safety valve is held open by hydraulic pressure at surface, it lends itself
uniquely to automated action. It opened the way to the sophisticated emergency shutdown systems
required today. The versatility of the valve allows it to be used in specialised applications as well as
in conventional systems.

© Halliburton 2007
INTRODUCTION
Halliburton safety systems can be used as total systems or as subsystems in an overall safety
installation. Halliburton offers a full line of surface-controlled tubing-retrievable subsurface safety
valves as well as wireline-retrievable subsurface safety valves, including both surface-controlled
and direct-controlled designs. Halliburton’s expertise in subsurface design extends to the entire
safety system. This knowledge is applied to develop and integrate surface-controlled subsurface
safety valves, surface safety valves, and production automation equipment.
Halliburton’s auxiliary equipment adds flexibility to your safety system designs, surface hydraulic
control panels, pilots, relay valves, fusible plugs, and emergency shutdown valves. Auxiliary
equipment also provides the necessary equipment for fully automated systems. In addition,
Halliburton provides system design, installation, and maintenance for the life of your system.
Under API license, Halliburton can apply the API monogram to 14A subsurface safety equipment
and 6A surface safety valves. Halliburton subsurface safety valves (SSSV) are designed and
manufactured using the most advanced computer aided design and computer-aided manufacturing
(CAD/CAM) technology. The CAD/CAM system provides the design and manufacturing engineers
with the flexibility to be creative and innovative in development of advanced oilfield equipment
technology. In addition to the CAD/CAM system, the design engineer has access to analysis tools
such as Finite Element Analysis (FEA) and Computational Fluid Dynamics (CFD).

© Halliburton 2007
WHAT TO LOOK FOR IN A SUBSURFACE SAFETY VALVE
Carefully defining requirements and priorities is the first step in making the right selection of a
subsurface safety valve. In addition to the primary factors of desired valve function and operating
environment, there are other features to consider. As a guideline in determining the selection of a
subsurface safety valve, the following criteria are offered:
Reliability of Closure
The most important function of a subsurface safety valve is its ability to close in a catastrophic
situation. It is this function that protects and preserves human life, the environment, and capital
investments. The choice of a quality product capable of providing satisfactory performance long-
term is an important consideration.
Economical Cost
Keeping costs down us attractive to both the manufacturer and the operating company. Design
simplicity promotes lower cost, and properly applied, also enhances reliability and long-life
performance.
Versatility/Deliverability
Halliburton provides a full product line along with short-term delivery. This translates into reduced
inventory costs and fewer problems in scheduling projects for the operating company.
Additional Features
Features that go beyond the basic function of the valves should be carefully considered. Although
extra features can offer advantages in certain applications, increased design complexities can also
mean more room for operator error or potential leak paths. All functions should be reviewed to
ensure that reliability is maintained as the priority – and not sacrificed in pursuit of secondary
objectives.

© Halliburton 2007
Reliability
When designing subsurface safety valves, Halliburton considers several factors including:
• Sealing Elements
• Debris Isolation
• Material Selection
• Loading Considerations
Halliburton gives careful consideration to design relationships when designing a new SSSV. Some
important reliability design features which are common to Halliburton subsurface safety valves
include:
Metal-to-Metal flapper sealing (passing API 14A Class 1 & 2 testing without resilient seal)
Flow tube fully isolated at both ends while utilizing maximized spring force and piston area for
enhanced debris tolerance
Verification and testing is another area where reliability is critical. SINTEF, in their Phase III report
on “Reliability of Surface-Controlled Subsurface Safety Valves,” suggests extensive verification
testing as another important way to ensure reliability and performance.* They discuss important
elements which should be included in prototype testing.
*SINTEF Report STF75F89030, Reliability of Surface Controlled Subsurface Safety Valves. Phase
III, Foundation for Scientific and Industrial Research at the Norwegian Institute of Technology.
In addition to normal API verification, Halliburton has standardized on an extended performance-

based prototype test program following SINTEF’s suggested approach. Each phase of the test is
specially designed to verify the overall durability of the valve. For example, the extended verification
testing sand slurry portion consists of a minimum of 120 slam closures against sand slurry, as
opposed to seven closures during an API 14A Class 2 test.

© Halliburton 2007
Understanding the importance of subsurface safety valve reliability, both to safety and maintaining
well production, brings an increased emphasis to lifecycle cost for wells as opposed to minimized
purchase cost.
The final testimony to reliability is performance. The Halliburton SP™ series non-elastomer safety
valve provides superior reliability because it is specifically designed for extended life applications in
which ultimate reliability is required. This valve has an unsurpassed track record with no hydraulic
failures reported anywhere in the world since its introduction in 1990.
TERMINOLOGY
SSSV: Subsurface Safety Valves

This is the general terminology covering all types of downhole valves. It can be further sub-
categorised as follows:-
SSCSV: Subsurface Controlled Safety Valves

This category includes subsurface flow controlled devices, often referred to as direct-controlled or
Storm Chokes®, where operation of the valve is dependant on a change in the well conditions.
SCSSV: Surface Controlled Subsurface Safety Valves

These are downhole safety valves which have remote control opening and closing from the surface.

© Halliburton 2007
SPECIAL FEATURES
This section briefly describes some of the special features of Halliburton’s safety valves including
the contoured flapper feature, the equalizing feature, and the Tubing Retrievable Safety Valve body
joint connection.
Contoured Flapper
Halliburton took advantage of its broad experience with

ball valves to design a reliable contoured flapper valve by
adapting the spherical sealing surface used in ball valves
to the flapper shape. The contoured flapper safety valve
achieves true metal-to-metal flapper sealing integrity while
providing improved valve OD/ID ratios. This unique design
offers a distinct advantage over other typical curved
flappers because it passes API Class 1 and 2 verification
testing without relying on a resilient seal.
The contoured flapper incorporates the proven advantages
of the spherical metal-to-metal seal of a ball-type closure
while maintaining the simple operation of a flapper valve.
The mating spherical seal surfaces, lapped before
assembly, provide increased bearing area as well as
improved flapper centralization during valve closure. The
increased width of the spherical seal also allows
contouring of the upper and lower flapper surfaces,
resulting in smaller ODs and/or enlarged IDs. The flapper’s dual hinges and standard torsion spring
provide stability and high initial closure forces to enhance valve sealing reliability. This patented
technology was awarded the prestigious Special Meritorious Award for Engineering Innovation.

© Halliburton 2007
Self-Equalizing Feature
The Halliburton sideport self-equalizing

feature uses a spring-loaded carbide ball
lapped to a mating spherical seal located in
the flapper seat of the safety valve.
Location of the equalizing device in the
flapper seat allows the flow tube, when
activated, to radially displace the ball
outward, opening an equalizing path around
the flapper mechanism. A closely controlled
channel between the flapper seat and the
spring housing provides for a large equalizing area and prevents debris migration into the metal-to-
metal sealing area. After equalization, the flow tube moves down to open the flapper and allows the
flow tube to downstop against its metal seat, thereby isolating the equalizing mechanism from flow.
Erosion is a prime consideration with equalizing devices. The Halliburton sideport equalizing design
addresses erosion by forcing the equalizing flow through a closely controlled flow path. This flow
path allows the pressure drop to be taken through the close concentric fit of the flapper seat and
mating housing instead of across the equalizing valve seat itself. This close concentric fit and
controlled flow path provide an enlarged flow area and enhanced equalizing times while
simultaneously filtering the equalizing flow, which prevents erosion and helps ensure a long
operating life.
The Halliburton sideport equalizing device has also been tested extensively in sandy environments.
In addition to successfully completing API Specification 14A verification testing for Class 2 (sand
service), the sideport underwent endurance testing. This testing involved putting the equalizing
device in the equalizing position and flowing a sand-laden fluid through the device for seven days.
Leak tests performed afterward revealed no detrimental effects from erosion, and the sealing
capability of the equalizing device was not affected. The equalizing device has also been tested
successfully in extensive sand closure tests commonly used for North Sea applications. The safety
valve is subjected to 120 slam closures in a sand-laden fluid, a 20-fold increase over the normal API
Specification 14A test. Other tests performed include repeated equalizing operations and nitrogen
leak verification tests in a sandy environment.

© Halliburton 2007
TRSV Body Joint Connections
The body joint connections have a metal-to-metal seal

designed to withstand torque in excess of the mating
tubing torque. This metal-to-metal, high torque design
creates a self-locking connection eliminating the need for
set screws or gunlocked joints. The connections are
designed and tested to values exceeding the tubing
tensile rating at full working pressure.

© Halliburton 2007
Wireline-Retrievable Safety Valves
Halliburton’s FXE flapper-type valves and unique BigBore™ contoured flapper-type valves are
described in this section.
FXE Flapper-Type Valves

The Halliburton FXE wireline-retrievable flapper valve, which is normally closed, is
held open by hydraulic control pressure from the surface. The valve operates on a
hydraulic piston principle. To open, hydraulic pressure slightly higher than the well
pressure is applied to move the piston downward. This pressure unseats the
secondary seat, allowing pressure to enter through equalizing ports. Then, as
additional hydraulic pressure is applied to the piston, it continues downward
movement, pushing the flapper open.
The flapper hinge assembly is designed so the force on the piston is not applied
directly on the hinge pin. Upon loss of hydraulic pressure in the control line, the
valve’s large spring serves to lift the hydrostatic head of the control fluid. The flapper
spring is designed to close the valve when the piston moves up past the flapper.
Applications
• General production completions
Features
• Equalizing-type flapper closure
• Solid construction flapper made from bar stock
• Spherical radius seat on flapper improves seal reliability.
• Sealing and seating surfaces are out of the flow path of well production when
valve is in the open position.
Benefits
• Minimal hinge pin stress during opening and closing cycles
• Allowable working pressures up to 15,000 psi (1035 bar)
• Allowable setting depths up to 9,000 ft (2743 m)
• Pump-through capability built into the valve design
• Compatible with Otis X®, R®, and SAFETYSET lock mandrels and with
Halliburton tubing-retrievable safety valves in depth ratings and material

© Halliburton 2007
selections
Opening Prong Nose Seal

The FXE valve uses the valve housing as the
down-stop for the opening prong. This metal-to-
metal interface is designed to prevent flow from
passing between the valve housing and the
opening prong. The metal-to-metal interface
isolates the flapper and seat from fluid flow while
the valve is open. This design creates a metal-to-
metal interface with the full force exerted by the
hydraulic piston, minus the spring compression
force, holding the two metal faces in contact.
Radius of Curvature at Flow Entrance

Halliburton conducted a study with various
curvatures on the entrance to the valve. The study
tested abrasive fluids flowing through different test subs and examined the resulting wear patterns.
As a result, an optimum radius of curvature was determined and implemented on the valve housings
of all wireline-retrievable safety valves.

© Halliburton 2007
© Halliburton 2007
Tubing Size Mating Nipple Valve ID Working Length*
Hone Bore Pressure
in. mm in. mm in. mm psi kPa in. mm
1.710 43.43 0.62 15.75 10,000 68 948 36.2 920
2 3/8 60.33
1.875 47.63 0.75 19.05 10,000 68 948 36.5 927
2.125 53.98 0.81 20.57 15,000 103 421 38.5 978
2 7/8 73.03 2.188 55.58 0.81 20.57 15,000 103 421 38.5 978
2.313 58.75 1.12 28.45 10,000 68 948 39.6 1006
2.562 65.07 1.00 25.40 15,000 103 421 42.0 1067
3 1/2 88.90 2.750 69.85 1.50 38.10 10,000 68 948 44.8 1138
2.813 71.45 1.50 38.10 10,000 68 948 44.8 1138
4 101.60 3.313 84.15 1.75 44.45 10,000 68 948 46.5 1181
3.437 87.30 1.75 44.45 15,000 103 421 46.5 1181
4 1/2 114.30 3.688 93.68 1.87 47.50 15,000 103 421 43.0 1093
3.813 96.85 2.12 53.85 10,000 68 948 42.5 1080
5 127.00 4.125 104.78 2.38 57.15 8,000 55 158 47.5 1207
5 1/2 139.70 4.562 115.87 2.56 65.02 8,000 55 158 52.5 1334
5.750 146.05 3.38 85.85 7,000 48 263 65.0 1651
7 177.80 5.875 149.23 3.50 88.90 7,500 51 710 63.7 1618
5.963 151.46 3.50 88.90 7,000 48 263 70.0 1778
*Lengths are extended for setting depths greater than 1,000 ft.
Ordering Information
Specify: nipple bore; pressure and temperature rating requirements; setting depth; service environment (standard, %H2S, %CO2, amines/other chemicals,
chloride content, etc.); API monogramming or other certification requirements; special material requirements, if applicable.
Part Number Prefixes: 22FXE—flapper closure equalizing type, 22FXN—flapper closure non-equalizing type

© Halliburton 2007
BigBore™ Wireline-Retrievable Safety Valves
Halliburton has applied the same stringent testing used on

its maximum reliability tubing-retrievable safety valves
(TRSVs) to its BigBore™ wireline-retrievable safety valve.
This valve offers the durability and reliability of Halliburton’s
TRSVs through the metal-to-metal sealing of the contoured
flapper, enhanced body connections, and debris isolation.
The contoured flapper provides a large ID compared to
other valve designs while providing enhanced flapper
sealing. Another significant feature of this valve is its ease
of on-location servicing. The construction of the upper end
of the valve provides for easy access to the valve’s external
packing. Once the lock is removed, the packing retainer
sleeve can be removed and serviced. The savings made
possible by an enlarged ID, enhanced performance, and
ease of service have made it an excellent choice for
replacing equipment currently installed in existing
completions.
The valve design utilizes two rod pistons to provide
maximization of the opening and closing forces to ensure
performance in the presence of solids and debris. The
hydraulic control chambers are located in the top sub to
provide for maximized control pressure capability and bore
stability. The hydraulic seals are protected during assembly
and operation by the concentric thrust bearing. The seals
are further protected from loading by a Teflon bushing.
The entry for the hydraulic pressure to activate the piston is
through the ports.
The construction of the hydraulic control chamber provides
that no additional seal connections are required besides the
piston seals and the external packing elements.

© Halliburton 2007
Applications
• New completions
• Replacement of existing wireline retrievable safety valves to provide increased ID and
reliability
Features
• Metal-to-metal sealing contoured flapper closure with large ID
• High-strength rod piston actuation
• Dual-sealing minimized body connections
• Enhanced debris isolation through metal-to-metal interface of flow tube/bottom sub
• Radius of curvature at flow entrance
• Equalizing feature available
• Designed for easy field servicing
Benefits
• Metal-to-metal sealing for increased reliability
• Increased durability and reliability from piston arrangement and minimized body connections
• Increased reliability through debris isolation
• Optimized flow entrance to decrease wear
• Equalizing feature isolated from well solids to enhance durability
• Reduced downtime and operating costs as a result of ease of on-location servicing of
external packing
Tubing Mating Nipple Valve ID Working

Size Hone Bore Size Pressure
in. mm in. mm in. mm psi kPa
4 1/2 114.30 3.813 96.85 2.36 59.9 8,000 55 158
5 127.00 4.125 104.78 2.36 59.9 8,000 55 158
5 1/2 139.70 4.562-4.813 115.87-122.25 3.00 76.2 6,000 41 369
7 177.80 5.750-5.963 146.05-149.23 4.125 104.8 5,000 34 474
9 5/8 244.47 8.325-8.500 211.45-215.9 6.00 152.4 5,000 34 474
*Lengths are extended for setting depths greater than 1,000 ft.
Specify: nipple bore; pressure and temperature rating requirements; setting depth; service environment (standard, %H2S, %CO2, amines/other chemicals,
chloride content, etc.); necessity of API monogramming or other certification requirements; special material requirements, if applicable.
Part Number Prefix: 22oo

© Halliburton 2007
Tubing Retrievable Safety Valves
BL/DL FLP/QLP
(Obsolete) (Obsolete)
(Ball Closure) (Flapper Closure)
Series 10BM Series 10 FM Series 10-S FN

(Obsolete) (Obsolete) (Obsolete)
(Ball Closure) (Flapper Closure) (Flapper Closure)
Depthstar™ CP
SP NE WellStar (Obsolete)

© Halliburton 2007
WellStar™ Tubing-Retrievable Safety Valves
Halliburton’s WellStar® tubing-

retrievable safety valves comprise a
line of general production,
hydraulically operated, downhole
Insert Valve Capability
tubing-retrievable safety valves. The
WellStar valve is designed and built
Reduced Wall Thickness
for performance and reliability. The for Lockout
rugged hydraulic actuator of the
WellStar safety valve provides Single Piece Piston/Flow
Tube
durability and isolates the internal
workings from well fluids through its
unique construction. The metal-to-
metal sealing integrity in the body Spring Housed in Clean
Control Fluid
joints and closure mechanism places
it in a premium valve category while
featuring an economical price. The
simple, compact design enhances the
valve’s overall reliability and provides
for trouble-free operation.
Metal-Metal Body Joints
Flow Tube Face Seat
Applications

© Halliburton 2007
Features
• Simple, compact design
• Complete metal-to-metal well containment in the closed position (body/seat connections and
flapper). Metal-to-metal flapper spherical sealing verified to sand service (no resilient seal
required). Metal-to-Metal seal between the valve seat and valve housing.
• Unique hydraulic actuation (single-piece piston/flow tube). The simple design of the single
piece piston eliminates any unnecessary seals or connections. During well production, the
critical internal components of the valve are exposed only to clean hydraulic fluid, preventing
exposure of the spring and dynamic seal surfaces from well bore fluids
• Positive debris barrier at both ends of flow tube in full-open position. The upper end of the
flow tube is constructed such that well solids cannot settle on top of the piston/flow tube.
The lower end of the flow tube is isolated by the flow tube seating against the bottom sub
forming a metal-to-metal barrier against debris intrusion.
• Maximized piston area and spring force. The piston area is maximized to ensure long term
reliability of opening and closing with regard to debris while balancing the flapper shut-in
area to piston area relationship to provide flapper protection against potential opening when
differentials might remain across the flapper.
• Establishes the standard for premium, consistent metallurgy throughout the valve. The
compact, simple design provides for enhanced metallurgy selection while providing cost
competitive equipment selection. The design construction minimizes the valve components
exposed to production fluids. In addition, the valve is constructed with a minimum material
selection philosophy. For example, a common practice for a 9Cr-1Mo valve might be to
selectively use 9Cr-1Mo on certain valve components with the remaining components being
a low carbon steel alloy. The WellStar™ valve provides a minimum of 9Cr-1Mo for any
component for 9Cr-1Mo valve, minimum of 13Cr for any component in 13Cr valve, etc.
Benefits
• Optimum reliability and durability
• Superior well containment and safety
• Increased valve life
• Low friction, smooth operation
• Critical components isolated from well environment
• Enhanced debris isolation and tolerance
• Minimized potential leak paths
• Maximized forces during valve opening and closing

© Halliburton 2007
Specify: tubing size, weight, grade, and thread; casing size and weight; temperature and pressure rating requirements; service (standard, %H2S, %CO2,
amines/other chemicals, chloride content, etc.); setting depth; equalizing or non-equalizing; nipple bore and profile type requirements; necessity of API
monogramming or other certification requirements; special material requirements, if applicable.
Part Number Prefix: 78LXE, 78LXA, 78HXE, 78HXA, 78HRE, 78HRA

© Halliburton 2007
NE™ Tubing-Retrievable Safety Valve
The Halliburton NE™ tubing-

retrievable safety valve is a single rod-
piston non-elastomer flapper valve
designed for general production with
enhanced reliability and long life. The
valve includes the non-elastomer
hydraulic actuator design from the
highly reliable SP™ line of safety
valves. Along with the metal-to-metal
body joints and closure mechanism,
the actuator places this valve in the
premium category while keeping costs
economical. The simple, compact
design enhances the valve’s overall
reliability and provides for trouble-free
operation.

© Halliburton 2007
Applications
• Hostile well environments incompatible with elastomers
Features
• Non-elastomer dynamic piston seals
• Simple compact design
• 100% metal-to-metal well containment in closed position
• Positive debris barrier at both ends of flow tube
• No construction seals used in the lockout and communication system
• Inverted flow tube construction prevents debris from settling on top of flow tube.
Benefits
• Most field-proven and reliable hydraulic actuator in the industry with flawless performance
since 1990
• Verified metal-to-metal flapper sealing (no resilient seal required)
• Critical components isolated from well debris during production
• Minimized potential leak paths
• Optimal reliability

© Halliburton 2007
*Slimline options
Part Number Prefix: 781LXE, 781LXA, 781HXE, 781HXA, 781HRE, 781HRA

© Halliburton 2007
SP™ Series Tubing-Retrievable Safety Valve
The Halliburton SP™ series tubing-

retrievable safety valve is a single rod-
piston non-elastomer flapper valve Insert Valve capability
designed for hostile environments and
extended life applications where
ultimate reliability is required. Potential
leak paths within the valve are
minimized with the single rod-piston
design. The piston achieves a metal-to- Permanent Lockout Feature
metal seal at its uppermost and
lowermost positions to seal well
pressure from the control system. The Cleanout Ports
SP valves incorporate flappers using
spherical radius sealing surfaces that
Single Rod Piston
help greatly improve seal reliability. The
spherical radius design provides full
metal-to-metal sealing integrity. For Belleville Springs / Wave
applications where either the OD or ID Spring
is restrained, the SP valves incorporate

the award-winning Halliburton contoured Concentric Thrust Bearing
flapper. OD/ID relationships are Exercise Profile

improved by the contoured flapper
design that helps provide superior Metal-to-Metal Body Joints
metal-to-metal sealing when compared
to other forms of curved flapper
technology.
Spherical Radius Flapper
Flow Tube Face Seat

© Halliburton 2007
Applications
• For applications requiring ultimate reliability and longevity such as high-temperature, high-
pressure completions, subsea completions, or hostile well environments
Features
• Non-elastomer dynamic piston seals
• Metal-to-metal static seal at upper and lower piston positions. In the closed position, a metal-
to-metal seal fully isolates the control line from well fluids. In the open position, a metal-to-
metal seal isolates the control line and hydraulic chamber of the valve from well pressure,
making the other seals within the hydraulic chamber redundant.
• Metal-to-metal body joints

• Flow tube fluted guide
• 100% metal-to-metal flapper
• Concentric thrust bearing. Torsional loads are isolated from the piston seals by use of a
concentric thrust bearing.
• Wiper ring on upper flow tube
• Clean-out ports in flow tube’s upper end. A series of flow ports on the top end of the flow
tube provide turbulence which helps keep the area above the flow tube free of potential
debris accumulation. Additionally, the non-elastomer Variseal barrier/wiper ring wipes this
area clean during closure, preventing deterioration in valve performance by solids build-up.
• Internal exercise profile
• Flow tube shock absorber

© Halliburton 2007
• Metal-to-metal face seat at flow tube downstop. The belleville spring/wave spring system
ensures that both the metal-to-metal seals within the hydraulic chamber and the lower metal-
to-metal flow tube sealing are maintained when the valve is open for production.
• Setting depths to 9,000 ft

© Halliburton 2007
Benefits
• Unsurpassed reliability of hydraulic actuator with flawless performance since 1990
• Control line isolated from well fluids by metal-to-metal seal with valve in closed position
• Hydraulic system isolated from well pressure by metal-to-metal seal with valve in open
position
• Metal-to-metal thread sealing and self-locking capability
• Fluted guide provides maximum debris protection, allowing fluids to enter and exit during
valve operation.
• No wear by torsional effects of a helical spring
• Critical components isolated from well debris with valve in open position
• Area above flow tube free of solids buildup
• Flow tube can be manipulated by slickline.
• Protected from high flow rate slam closures
* These sizes are part of the Peak® completions.

Tubing Size Maximum OD Internal Packing Bore Pressure Rating

© Halliburton 2007
HALLIBURTON SP TRSV RELIABILITY
1995-2004 ANALYSIS
98.4 %
Reliability at
20 Years
Service
•Over 13,700 Valve
Service Years
Notes:
• Red curves are the 90% Upper and Lower Confidence Boundaries.
• Predicted values developed from Weibull Analysis.
• Reliability Curves based on 10 year analysis window

© Halliburton 2007
DepthStar® Tubing-Retrievable Safety Valve
The DepthStar® tubing retrievable safety valve (TRSV) is a

revolutionary new concept in the realm of surface controlled
subsurface safety valves. Unlike any TRSV before it, the
DepthStar valve functions completely independent of well
pressure; therefore, it is able to operate at consistently low
hydraulic pressures making it an ideal solution for deepwater
completions. Previously, solutions to wellbore isolation of the
piston required additional seals and/or gas-charged chambers
whose reliability is heavily dependent on elastomeric seals
and the permanent, long-term containment of a dome charge.
The DepthStar valve, through the use of a revolutionary
magnetic coupler, allows for positioning the hydraulic actuator
completely out of the tubing wellbore.
It has long been the desire of the oil and gas industry with
regards to tubing retrievable safety valves to increase metal-
to-metal (MTM) sealing capability and correspondingly reduce
the overall number of seals. By repositioning the hydraulic
actuator outside the tubing wellbore, the DepthStar valve
becomes the world’s first safety valve that is 100% MTM and
contains no moving seals within the tubing wellbore. This
reduction in seals combined with an intrinsically simple design
makes the DepthStar TRSV inherently reliable. The DepthStar
TRSV is the ultimate solution for applications where reliability
is foremost. This enhanced reliability combined with a low
operating pressure makes it an ideal solution for deep-set
applications. The DepthStar TRSV is part of the Infinity
Series™ game-changing completion solutions.

© Halliburton 2007
Features
• No moving seals exposed to the tubing wellbore
• 100% metal-to-metal sealing within the tubing wellbore
• 4,000 to 5,000 psi maximum valve opening capability regardless of setting depth or pressure
• Minimized number of body connections
• Proven metal-to-metal, non-elastomer hydraulic actuator
• Isolated flow tube
Benefits
• No possibility of tubing to control line leakage
• Low hydraulic operating pressure/reduced CAPEX
• Unconstrained valve setting depth limit
• Optimum reliability and durability
• Superior well containment and safety
• Increased valve life

© Halliburton 2007
Peak® Large Bore Tubing-Retrievable Safety Valve
The Halliburton large bore tubing retrievable safety valve (TRSV) uses the
SP™ series design for proven reliability. The 9 5/8-in. runs inside 13 3/8-in.
casing; and the 7-in. runs inside 9 5/8-in. casing, eliminating one casing
size and the need for a downhole crossover. As with all SP valves, the
piston achieves a metal-to-metal seal at its upper and lowermost positions
to seal well pressure and debris from the control system.
The Peak® valve incorporates Halliburton’s award winning contoured
flapper technology. The OD to ID ratios are improved by the contoured
flapper design, which provides for superior metal-to-metal sealing
compared to curved flapper technology.
The Peak TRSV is just a single component in an integrated large monobore
completion system. The Peak completion system consists of all the
downhole equipment necessary to install a large monobore completion.
This includes wellhead plugs, back pressure valves, TRSVs, high load
permanent packers, liner hangers, seal assemblies, and a variety of
plugging options.
Applications
• High rate gas completions requiring larger tubing sizes
• More economical gas storage and injection capabilities
Technical Benefits
• Unsurpassed reliability of hydraulic actuator
• Control line isolated from well fluids by metal-to-metal seal with
valve in closed position
• Hydraulic system isolated from well pressure by metal-to-metal seal
with valve in the open position
• Industry-leading flow control accessory equipment
Peak® Large Bore
Tubing-Retrievable Safety

© Halliburton 2007
Economic Benefits
• Dramatically reduced field development cost through:
• Reduced number of wellbores
• Elimination of platforms if offshore
• Delayed compression requirements
• Accelerated production over conventional completions
• Compressed field development timeline
amines/other chemicals, chloride content, etc.); setting depth; equalizing or nonequalising; nipple bore and profile type requirements; necessity of API

© Halliburton 2007
SURFACE CONTROLLED SUBSURFACE SAFETY ACCESSORY
EQUIPMENT
This section describes some of Halliburton’s safety valve landing nipples, hydraulic control lines,
protectors, and accessories.
SAFETY VALVE LANDING NIPPLES
Halliburton Safety Valve Landing Nipples are designed to accept surface-controlled, wireline-
retrievable safety valves. An internal profile has been machined in these nipples to allow a lock
mandrel/safety valve assembly to be landed and locked in place. Nipples are available with
connections for one or two external control lines and for standard or heavy weight tubing with
corresponding honed-bore sizes.
These non-welded nipples feature a slightly oval shape which allows the control port to be
machined into the wall of the nipple. This design contrasts with models that have a concentric
nipple with a ported lug welded to the side. Elimination of welding helps prevent failure that can be
caused by uneven material properties in the heat-affected zone of a weld. An additional advantage
of the non-welded design is the solid construction of the control line connection and protection
portions of the nipple. These raised areas of the nipple protect the control line connection going into
the hole and pulling out. The non-welded nipples can absorb shock without damage during running
in casing where welded nipples often cannot.
Halliburton’s Otis® XXO and RRO Sliding Sleeve Safety Valve Landing Nipples incorporate an inner
sleeve that can be closed during testing and well clean-up then opened to allow control of the safety
valve. The sleeve can be opened by a wireline trip before the safety valve is run, or a shifter
mandrel can be run with the safety valve. The shifter mandrel opens the inner sleeve when the
valve is run and closes the sleeve when the valve is retrieved.

© Halliburton 2007
Applications
• Designed to be made up and become part of the
tubing to accept surface-controlled, wireline-
retrievable safety valves.
Features
• Large ID is compatible with tubing size and
weight.
• Solid, non-welded control line connection and
protection portion of nipples.
• Control port machined into nipple wall.
Benefits
• Wireline operator controls locating, landing, and
locking safety valve in a pre-selected location.
• Locking principle is designed to hold against
pressure from either direction, and sudden and/or
repeated reversals of pressure.
• Rugged, non-welded design.

© Halliburton 2007
Halliburton Safety Valve Landing Nipples are offered in various combinations of lock profiles and
features. Standard lock profiles are indicated by the last two alpha characters of the part number
prefix as follows:
XO – Halliburton X Selective Lock
RO – Halliburton R Selective Lock
RQ – Halliburton RQ Top No-Go Lock
RP – Halliburton RP Top No-Go Lock
A duplication of the first letter (XXO, RRP etc.) indicates equal bores and single control line access.
Other special features symbolised by letter designations include:
F – unequal upper and lower bores, single control line access
H – equal upper, middle and lower bores, dual control line access
K – equal middle and lower bores smaller than upper bore, dual control line access.
All of the above combinations are shown in the chart below.

© Halliburton 2007
Safety Valve Landing Nipples
● Standard design available.

○ Standard or SAFETYSET® compatible designs available for no-go nipples. Additional sizes available upon request.
Note: Packing bore sizes apply for upper and lower bores when one size indicated.
*Includes sliding sleeve device
Specify: tubing size, weight, grade, and thread; casing size and weight; service environment (standard, %H2S, %CO2, amines/other chemicals, chloride
content, etc.); size of nipple bore; sliding sleeve required (Y/N); special material requirements, if applicable.

© Halliburton 2007
HYDRAULIC CONTROL LINES, PROTECTORS, AND ACCESSORIES
Halliburton provides the accessory equipment to complete

an SCSSV installation.
Control Lines
Halliburton control lines are available in a variety of sizes
and materials for surface-controlled, subsurface safety
valves. Control lines are assembled on reels, filled with
fluid and pressure-tested. Reel spools are designed so
pressure can be applied at any time during running to
check the integrity of the control line. Halliburton offers
hydraulic control lines made from two different
manufacturing processes that conform to ASTM
specifications: (1) seamless and (2) welded and sunk.
Seamless
Tubing is fabricated from a solid rod. The process
involves forcing a mandrel or punch through the solid rod
to form a tube. The continuous lengths available from this
process are limited.
Welded and Sunk

Tubing is fabricated from flat stock. The process involves
rolling the stock into a cylinder and welding the seam.
Once in tube form, it is drawn through a die to achieve
proper OD. This process is considerably less costly than
the seamless method and yields lines available in
continuous lengths up to 3,000 ft without any butt-welded
connections.

© Halliburton 2007
Optional single and dual lines with protective encapsulation are available. The material is suitable
for use in most annular fluids. Encapsulation protects the lines from damage during installation and
simplifies the running process. The dual-encapsulated line is used with “balanced” SCSSVs or
injection wells where multiple lines are required. As an option, a protective cable between two
control lines is available. Single-encapsulated lines have no cable; however, a protective cable on
either side of the control line can be special ordered.
Installation
Control lines are attached to subsurface controls with appropriate tube fittings and pressure-tested
before running into the wellbore. Line spools are hung in the derrick, and control line is paid out as
tubing is run.
Applications
For surface-controlled subsurface safety valves.
Features
Different lengths of control line in continuous coil.
Wide variety of materials offered: stainless, Monel®, Incoloy® 825.
Control lines are offered in various encapsulated options.
All control lines conform to ASTM specifications.
Lines are available in other sizes on request.
Benefits
Wide assortment for almost every need.

© Halliburton 2007
Control Line Protectors
Halliburton offers two types of control line protectors, both designed to provide maximum control line
protection. The first type of protector is a unique design that combines a steel outer shell and a
resilient inner liner. The second type is all metal which provides full over-the-coupling protection for
virtually any size ESP cable, bare tube, or encapsulated bundle configuration. The all-metal
protector is also available for mid-joint applications.
A variety of channels that can accommodate a combination of bare control lines and/or dual
encapsulated control line is offered for each of the protectors.
Both types of protectors use a tapered pin lock to provide maximum gripping force. The tapered pin
lock can be installed by hand and driven to the locked position by a pneumatic hammer or a manual
hammer tool.
Typical SCSSV Installation

and Accessories
© Halliburton 2007
Control-Line Tubing
Control-Line Protectors
Specify: tubing size, casing size, and weight; control line size; number of control lines; if encapsulated, specify shape and dimensions.
Control Lines
Specify: size (OD, wall thickness, and length); seamless or welded and sunk; single or dual; encapsulated with or without stress cable; material (304L SS,
316L SS, AISI 1010 Alloy, Monel, Incoloy 825).
Part Number Prefixes: 22SMS—seamless Monel, 22SXX—welded and sunk, 22SSS—seamless stainless steel, 22SNS—Incoloy 825

© Halliburton 2007
CONTROL LINE FITTINGS
SWAGELOK
Principle
The Swagelok twin ferrule fitting consists of four precision engineered parts
designed to provide secure leak-proof joints capable of satisfying high pressure,
vacuum and vibration applications.
Fittings are supplied complete and ready for use. The front ferrule swages onto
the tube as it moves down the cone of the body creating a pressure/vacuum tight
seal on both tube and body by the interface pressure and surface finish of
mating components. The back ferrule then deforms inwards in the cone of the
front of the ferrule, forming into the tube and creating a strong mechanical hold
on the tube.
The internal diameter of the body and nut are closely controlled diameters which constrain the tube
within a close tolerance of its axis ensuring accurate alignment within the assembled fitting.
SWAGELOK INSTALLATION INSTRUCTIONS
Normal uses
Swagelok tube fittings are supplied completely assembled.
Ensure that the end of the tube is cut square and any burrs removed without causing undue
chamfering of the tube end.
Insert the tube into the Swagelok fitting ensuring that the tube is firmly butted home into the body of
the fitting and the nut is finger tight.
With the body firmly held, mark the nut in the finger tightened position and tighten the nut 1 1/4
turns, the correctly made connection is now complete.
For 1/8” and 4mm size tube fittings only three quarters of a turn from finger tight is necessary.

© Halliburton 2007
High Pressure Applications, High Safety Factor Systems
To allow for possible variations in tube hardness when the application demands the maximum
pressure sealing capabilities of the fitting, it is recommended that nut is tightened until the tube
cannot be rotated by hand. From this point the nut should then be tightened one and a quarter
turns.
Retightening and Disassembly

With Swagelok fittings the connection can be disconnected and re-tightened many times and the
same reliable, safe, leakproof connection obtained.
Simply insert the tube home into the body and butt home firmly.
Holding the body with a spanner, the nut is tightened to the original position by hand. Tighten
slightly by spanner to retain sealing.
Pre-assembly Instructions
For applications where lack of space precludes normal assembly a set of hardened pre-assembly
tools is available to enable the nut and ferrules to be pre-assembled onto the tube. With the
assembly tool secured in a vice, insert the tube and assemble as in installation instructions.

© Halliburton 2007
Halliburton Integral Fitting – HIF
The Halliburton Integral Fitting (HIF) is a three-piece fitting system designed for use with 1/4-in OD
tubing. It is used primarily with Tubing Retrievable Subsurface Safety Valves (TRSVs). The female
port which accepts the HIF fitting is cut directly into the TRSV hydraulic housing and offers reliability
and space advantages over conventional industry fittings.
Important note – While the HIF Male Nut may be similar in appearance to fittings offered by our
competitors and fitting suppliers, it is not interchangeable. Never use a non- Halliburton Male Nut in
the HIF fitting port as it may damage the port and/or fitting system and have the potential to fail
downhole.
The HIF fitting consists of a Male Nut, Front Ferrule and Back Ferrule. Up until now, the fitting has
been available in different materials for use with various tubing materials and wall thicknesses. It
has also been offered with two different Male Nut hex sizes to fit within different annular space
requirements. The multiple choices and stocking requirements are not necessarily beneficial to the
operations community.
Standardization of HIF Offering
The HIF fitting is being standardized to one common platform that is compatible with all common
control line materials and thicknesses and will fit within the available annular space. The single HIF
offering consists of an Incoloy 925 Male Nut with 7/16-in. hex and Inconel 600 Front Ferrule and
Back Ferrule. By standardizing on this platform, the question of which HIF materials to use with all
commonly used control line tubing types is removed. It also simplifies stocking requirements. This
one HIF may be used with all commonly available control line materials and wall thicknesses.
Note: Each safety valve assembly’s control line port must be plugged to prevent contamination
during shipment; therefore, tubing connections must be ordered separately. Refer to the specific
assembly’s Design Specification Data under control line connection to verify the proper connection.

© Halliburton 2007
Standardized HIF Offering
Item SAP Number Legacy Number Material
Male Nut w/ 7/16-in. Hex 10100903993F1496 78Q3402 Incoloy 925
Front Ferrule 101085850 93F1496 Inconel 600
Back Ferrule 101085851 93F1497 Inconel 600
HIF Kit (Nut + Ferrules) 101085853 93F1499 Inc 925 / Inc 600
HIF Installation Procedure (Ref. Technology Bulletin CPS014-B)
Important Note – This procedure is written for use with the silver-based coated Male Nuts only. If a
Male Nut with dry film lubricant is used, refer to the assembly procedure in Technology Bulletin
CPS014-A which requires an Installation Fixture. Refer to the previous picture to differentiate
between the two types of coating.
Equipment needed:
• Tube cutter or hack saw
• Deburr tool (for small ID)
• 7/16-in. open end wrench, SAP# 101335188, for normal clearance installations
• 7/16-in. open end wrench, SAP# 345449, for tight clearance installations
• Safety Glasses and other appropriate PPE equipment

© Halliburton 2007
1. Put on safety glasses prior to working with the control line tubing. Other PPE equipment as
dictated by the environment or a safety assessment should also be used.
2. Cut the 1/4-in. control line tubing so that the end is straight and square.
3. Use a deburr tool to ensure the cut end is free of burrs, the OD is unflared and the ID
unobstructed.
Note - If a tube cutter is used to cut the tubing, pay special attention to the tubing end ID to ensure
the full ID is present. It is common for a tube cutter to roll material towards the ID and leave the ID
restricted at the cut end. See the following pictures.

© Halliburton 2007
4. Clean the tubing end to remove any metal shavings. If not removed, these shavings could
contaminate the hydraulic system when made up into the HIF port. Flush a small amount of fluid
through the tubing to remove any loose material in the ID. Capture and dispose of the fluid as
dictated by local HSE requirements.
5. Slide the Male Nut, Back Ferrule and Front Ferrule onto the tubing, in that order. Refer to the
illustration below that shows the proper orientation of each item.
6. While keeping the HIF components on the tubing OD, slide the end of the tubing into the female
HIF port until it bottoms out.
7. While keeping the tubing bottomed out in the female HIF port, make up the Male Nut into the port
thread until finger tight.
8. Before further tightening the Male Nut, mark the Nut face at the 12 o’clock position. This will help
in determining the number of turns in the next step.
9. Holding the control line firmly into the HIF port, make up the Male Nut 1 1/4 turns past finger tight
using the open end 7/16-in. wrench. Watch the mark on the Male Nut make one complete revolution
and continue until it reaches the 3 o’clock position.
For normal clearance installations use the standard 7/16-in. open end wrench, SAP# 101335188.
For ports/fittings that have tight clearances, use the special open end wrench, SAP# 345449.

© Halliburton 2007
Using a wrench that does not meet or exceed the quality of the wrenches listed and shown above
may result in rounding off of the corners on the hex of the Male Nut during make-up. A lower quality
wrench may “spread” during make-up and slip suddenly, creating the potential for impact of the
assembler’s hand with the housing OD.
10. If it is not possible to tighten the Male Nut the full 1 1/4 turns, remove the HIF fitting from the
female port, cut off the end of the tubing containing the Front and Back Ferrule and start the
procedure from Step 1 with another set of Ferrules.
11. With safety glasses and other appropriate PPE still in place, pressure test the connection.
For SP and NE TRSV models, the test pressure should not exceed the pressure rating of the TRSV
plus the maximum full open pressure of the TRSV (as listed in the Engineering Data Sheet) plus
1,000 psi.
For Wellstar TRSV models, the test pressure should not exceed the pressure rating of the TRSV.
Pressure tests that are higher than the above guidelines need to be approved through Engineering.
12. Check visually for any leaks.
13. Release the pressure. If no leaks were detected, the HIF installation is complete.

© Halliburton 2007
14. If leakage is detected, do not tighten the Male Nut further. Remove the HIF fitting from the
female port, cut off the end of the tubing containing the Front and Back Ferrule and start the
procedure from Step 1 with another set of Ferrules.
15. If the HIF fitting is removed after an initial successful make-up and then reinstalled, make up the
Male Nut to the female port finger tight and then tighten 1/8 to 1/4 turns with the 7/16-in. wrench.

© Halliburton 2007

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HISTORY OF SUBSURFACE SAFETY VALVES

• Restricted flow area.

The design provided:

• A large flow area.

Completions 1 Section 3 SSSVs Page 2 of 47

Completions 1 Section 3 SSSVs Page 3 of 47

Completions 1 Section 3 SSSVs Page 4 of 47

In addition to normal API verification, Halliburton has standardized on an extended performance-

Completions 1 Section 3 SSSVs Page 5 of 47

SSSV: Subsurface Safety Valves

SSCSV: Subsurface Controlled Safety Valves

SCSSV: Surface Controlled Subsurface Safety Valves

Completions 1 Section 3 SSSVs Page 6 of 47

Halliburton took advantage of its broad experience with

Completions 1 Section 3 SSSVs Page 7 of 47

The Halliburton sideport self-equalizing

Completions 1 Section 3 SSSVs Page 8 of 47

The body joint connections have a metal-to-metal seal

Completions 1 Section 3 SSSVs Page 9 of 47

FXE Flapper-Type Valves

Completions 1 Section 3 SSSVs Page 10 of 47

Opening Prong Nose Seal

Radius of Curvature at Flow Entrance

Completions 1 Section 3 SSSVs Page 11 of 47

Completions 1 Section 3 SSSVs Page 13 of 47

Halliburton has applied the same stringent testing used on

Completions 1 Section 3 SSSVs Page 14 of 47

Tubing Mating Nipple Valve ID Working

Completions 1 Section 3 SSSVs Page 15 of 47

Series 10BM Series 10 FM Series 10-S FN

Completions 1 Section 3 SSSVs Page 16 of 47

Halliburton’s WellStar® tubing-

Metal-Metal Body Joints

Flow Tube Face Seat

Completions 1 Section 3 SSSVs Page 17 of 47

Completions 1 Section 3 SSSVs Page 18 of 47

Completions 1 Section 3 SSSVs Page 19 of 47

The Halliburton NE™ tubing-

Completions 1 Section 3 SSSVs Page 20 of 47

Completions 1 Section 3 SSSVs Page 21 of 47

Completions 1 Section 3 SSSVs Page 22 of 47

The Halliburton SP™ series tubing-

is restrained, the SP valves incorporate

flapper. OD/ID relationships are Exercise Profile

Completions 1 Section 3 SSSVs Page 23 of 47

• Metal-to-metal body joints

Completions 1 Section 3 SSSVs Page 24 of 47

Completions 1 Section 3 SSSVs Page 25 of 47

* These sizes are part of the Peak® completions.

Tubing Size Maximum OD Internal Packing Bore Pressure Rating

Completions 1 Section 3 SSSVs Page 26 of 47

Completions 1 Section 3 SSSVs Page 27 of 47

The DepthStar® tubing retrievable safety valve (TRSV) is a

Completions 1 Section 3 SSSVs Page 28 of 47

Completions 1 Section 3 SSSVs Page 29 of 47

Completions 1 Section 3 SSSVs Page 30 of 47

Completions 1 Section 3 SSSVs Page 31 of 47

SAFETY VALVE LANDING NIPPLES

Completions 1 Section 3 SSSVs Page 32 of 47

Completions 1 Section 3 SSSVs Page 33 of 47