4110 56 Ave NW

Edmonton AB T6B 3R8

CRTi2-8.63 Assembly and Operations Manual
Canada
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D

CRTi2-8.63
Assembly and Operations Manual

PATENTS PENDING
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 2 of 54

TABLE OF CONTENTS

1. SCOPE ____________________________________________________________________ 3
2. BASIC OPERATION ___________________________________________________________ 3
3. ASSEMBLY PREPARATION ______________________________________________________ 4
4. DETAILED ASSEMBLY INSTRUCTIONS FOR BASE TOOL _________________________________ 5
4.1. Description of the base tool 5
4.2. Assembly 6
5. DETAILED INSTALLATION INSTRUCTIONS FOR CAGE WINDOW SEALS _____________________ 23
5.1. Description of Cage Window Seals 23
5.2. Installation 24
6. DETAILED ASSEMBLY INSTRUCTIONS FOR CRT WITH INTEGRAL SLIPS _____________________ 26
6.1. Description of the CRT with Integral Slips 26
6.2. Assembly 27
7. DETAILED ASSEMBLY INSTRUCTIONS FOR TWO PIECE COMPOSITE SLIP ASSEMBLY ___________ 29
7.1. Description of the CRT with Two Piece Composite Slip assembly 29
7.2. Assembly 30
8. DETAILED ASSEMBLY INSTRUCTIONS FOR THREE PIECE COMPOSITE SLIP ASSEMBLY __________ 35
8.1. Description of the CRT with Three Piece Composite Slip assembly 35
8.2. Assembly 36
9. DETAILED ASSEMBLY INSTRUCTIONS FOR FOUR PIECE COMPOSITE SLIP ASSEMBLY __________ 42
9.1. Description of the CRT with Four Piece Composite Slip assembly 42
9.2. Assembly 43
10. SET-UP AND OPERATION _____________________________________________________ 49
10.1. Standard Function Test 49
10.2. Lockout Function Test 50
10.3. Tool Set-Up 51
10.4. Operation 52
10.5. Hoist and Torque Capacity Guidelines 52
10.6. Air Spring Pressure Guidelines 52
APPENDIX A – CRTI TORQUE CHARTS _____________________________________________ 53
APPENDIX B – MAX ID/ DRIFT RINGS ______________________________________________ 54
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 3 of 54

1. SCOPE
This document is an assembly and operations manual for the Volant CRTi2-8.63. Instructions are provided for assembly of the
base tool as well as the four configurations for the Slip assemblies. The Integral Slip assembly procedure should be followed when
setting up the Volant CRTi2-8.63 to run 8.63” and 9.63” casing sizes, the Two Piece Composite Slip assembly should be used when
running 10.75” < 16” casing sizes, the Three Piece Composite Slip assembly should be used when running 16” < 22” casing sizes,
and the Four Piece Composite Slip assembly should be used when running 22” through 26” casing sizes. Operational instruction is
provided for air spring pressure selection, tool setup and function testing. Any questions regarding assembly or operation of the
CRTi2-8.63 tool can be addressed to Volant product support by e-mail at [email protected] .

2. BASIC OPERATION
The CRTi2-8.63 is a mechanically activated casing running tool (CRT). The basic components of the tool are identified in
Figure 1. The tool joint connection is at the top end of the mandrel which runs the length of the tool, the housing with
bumper attached to the lower end, the cage and slip assembly, which in this case is shown in the basic Integral Slip
configuration, and the casing seal assembly which in this case uses a packer cup. (Note: Assembly instructions for the
casing seal can be found in companion Volant document #40036 CS-8.63/CS4-7.0 Assembly Manual)

In operation the CRT is generally connected directly or indirectly to the tool joint connection on the top drive quill. To use
the tool the CRT is generally inserted into the casing until the coupling face on the mill end is contacts the Bumper on the
CRT. Weight is then set on the tool and right hand rotation is applied to the CRT. The Integral Slips will extend radially and
engage the inside surface of the casing. The casing can then be picked up using the top drive. To disengage the tool from
the casing set down and turn to the left until the “bumper” is spinning on the coupling. Additional steps are required to
run the CRTi2-8.63 tool in Lockout mode. Please consult Volant Document# 40035 - CRT Lockout Running Procedure
before enabling the Lockout feature.

Housing

Bumper

Cage

Lock Sleeve

Tool Joint Connection Integral Slips

Mandrel

Figure 1 Basic Components of CRTi2-8.63

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 4 of 54

3. ASSEMBLY PREPARATION
3.1. Tools and supplies requirements
3.1.1. SAE Allen key set (up to ½”)
3.1.2. Chain wrenches
3.1.3. Dead blow hammer
3.1.4. Pinch bar
3.1.5. Strap wrench
3.1.6. 3/8” drive torque wrench (up to 150 ft-lbs)
3.1.7. Vacuum pump c/w 1/8”npt connection, isolation valve and adequate power supply
3.1.8. Gage/ setup ring
3.1.9. Overhead Hoist (1 TON Capacity required for CRTi2-8.63), with nylon web type slings
3.1.10. Floor vice and / or stump clamp
3.1.11. Jet Lube TFW thread sealing compound or equivalent compound
3.1.12. API Modified, Copper Kote™, or equivalent approved thread compound
3.1.13. Omniguard #2 High Temperature EP grease, Low temperature rated Molybdenum disulfide grease (Cold Environments), Swepco 103 Moly H I
Plus grease, or equivalent approved greases.
3.1.14. Ø 1/2” steel bars
3.1.15. Small flat prybar (approx. 6-8”)
3.1.16. 3/8” socket drive hex key set and 3/8” drive ratchet *
3.1.17. Compressed air supply*
3.1.18. Flashlight*
3.1.19. Pressure Gauge*
3.1.20. Adjustable stand (with V-style support)*
3.1.21. Rags*
3.1.22. Parts washer*
3.1.23. Adjustable wrench (1-1/4 inch)*
3.1.24. Screw driver set*
3.1.25. O-ring pick (dental pick)*
3.1.26. CRTi Cam Wrench (custom wrench) and CS-Pin Wrench (custom wrench)
3.2. Apply thread compound to all threaded fasteners, lugs and pins upon installation.
3.3. Do not use air or impact driver to install threaded fasteners. Use torque wrench and Refer to Torque Chart in Appendix A for the proper install
torques for all threaded fasteners.
3.4. An assembly drawing complete with bill of materials (BOM) is required to complete assembly of the tool where specific parts and part numbers may
vary depending on the size of casing to be run.
3.5. The provided 7/8” UNF x 6” bolts are to be threaded into various components for control and manipulation of the components throughout the
assembly procedure.
3.6. Apply High Temperature EP grease to all seals. Do not heavily grease Quad ring seals as the trapped grease will cause the seal to become obstructive.
Cut or damaged Quad rings often occur due to grease being trapped between the Quad ring and the groove.
3.7. Ensure parts are clean.
* Items marked with an asterisk are not required, but are recommended to reduce assembly time and labor.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 5 of 54

4. DETAILED ASSEMBLY INSTRUCTIONS FOR BASE TOOL

4.1. Description of the Base Tool

Figure 2 is an illustration of the Volant CRTi2-8.63 base tool, showing its profile. The names of key working elements are identified
in this figure for reference within this document.
81017 Hsg Cam Upper

81118 Cap Hsg

81019 Bumper

81008 Cage

81145 Lock Ring Upper

Hsg

81009 Lock Sleeve

81007 Mandrel

Figure 2. Isometric external view of CRTi2-8.63

A cross-sectional view of the tool assembly drawing is provided with a Bill of Materials (BOM) table. References to part numbers
in the remainder of this document refer to this figure and the bill of materials table.

Capacity and rating information can be obtained by reference to the data book specific to the individual tool serial number.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 6 of 54

4.2. Assembly
4.2.1. There are two variations of mandrels for the CRTi-2-8.63. The Long Spline Mandrel, Shown below, is
characterized by longer, uninterrupted splines. The Short Spline Mandrel, also shown below, is
characterized by relief features and shortened splines. Initial assembly will vary depending on which
mandrel is utilized.

4.2.2. Lubricate the inner diameter of the Lock Sleeve with EP grease and apply thread compound at spline location.
Install 2-268 Nitrile O-Ring into ID of 81009 Lock Sleeve and install Lock Sleeve onto 81007 or 82151 Mandrel as
shown.

2-268 O-Ring

81007 or 82151 Mandrel

81009 Lock Sleeve

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 7 of 54

4.2.3. Lubricate ramps and buttress threads on 81011 Cam Upper and 81012 Cam Intermediate and screw together.
When assembled the ramps will mate as shown below. Fill the cavities located at the bottom of the ramps with
thread compound.

Fill with Thread Compound

81011 Cam Upper

81012 Cam Int

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 8 of 54

4.2.4. Lubricate ID of 81011 Cam Upper with grease. Apply grease to o-ring grooves and install 2-260 O-ring into bore
groove and 2-277 O-ring on O.D., apply thread compound to the internal stub acme threads.

2-277 O-ring
2-260 O-ring

4.2.5. Ensure that Lock Sleeve is as far up the mandrel as possible to allow Upper Cam assembly to install. Apply thread
compound to Mandrel thread and screw on upper cam assembly until it shoulders and stops. If using the Long
Spline Mandrel, Back off one full turn and align the locking splines. If using the Long Spline Mandrel, back off one
full turn and align the locking splines. If using the Short Spline Mandrel, back off two full turn s and align the
locking splines.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 9 of 54

4.2.6. Move 81009 Lock Sleeve down to engage the Upper Cam Assembly and lock into place by installing 10 only ½
UNC X 1 ¾ “ long SHCS’s

4.2.7. Lube the interrupted grooves on the splines of the upper cam and install 81017 HsgCamUppr as shown below.
The I.D. interrupted grooves on the housing must be aligned to fall in between the O.D. grooves on the upper
cam. The HsgCamUppr must shoulder on the upper cam in order for the grooves to mate. It may require some
force overcome the O.D. seal on the upper cam and fully shoulder the housing. Lightly grease and install 2-280 O-
Ring on OD of 81017 HsgCamUpper.

2-280 O-ring
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 10 of 54

4.2.8. Once shouldered, rotate the housing approximately 18 degrees to mate the grooves. Check to ensure that the
splines on the upper cam and the housing are perfectly aligned as shown below and adjust accordingly. Once
aligned install 1 only 80841 Lug-latch into HsgUpprCam to rotationally lock housing with the upper cam.

Aligned splines

80841 Lug-Latch

4.2.9. Install 81145 LockRingUpperHsg over the Lock Sleeve, aligning lugs with the lugs on the upper cam housing.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 11 of 54

4.2.10. Use 8 only Ø3/8-16 UNC x 1” SHCS’s to fasten 81017 Housing Cam Upper to Lock Ring.

HsgCamUppr

Ø3/8-16 UNC X 1” SHCS’s

4.2.11. Lightly grease 4 only 81020 Belleville springs, align these parts in orientation shown below. Install into 81330
Cam lower as shown below.

81330 Cam Lower 81020 Bellville-Cam

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 12 of 54

4.2.12. Use installation tool and 3 only ½”-13 UNC x 2 ½” Hex bolt to compress the Belleville springs until the snap ring
groove is exposed. At this stage it is very important to check the retaining ring groove to ensure it is free from
debris before installing the retaining ring. The groove can be cleaned by pushing a rag with a pick or screwdriver
through the entire groove.

81330 Cam Lower

Bellville
Installation Tool

Exposed retaining ring groove

½”-13 UNC x 2 ½” Hex Bolt

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 13 of 54

4.2.13. Install a WH885 Spiral retaining ring into the groove in the 81330 Cam Lower. Once retaining ring is installed
remove installation tool. Apply grease to the ID surface of the 81330 Cam Lower.

WH885 Spiral Installed

retaining ring retaining ring

4.2.14. Apply grease to the ID surface of the 81331 Cam Latch. Install the 81333 End ring into the 81331 Cam latch
with the spring shoulder pointed away from the latch hooks. Align ring with milled grooves in bottom lip of Cam
latch, slide the ring to the centre of the latch and rotate to the correct orientation.

81333 End ring

81331 Cam latch

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 14 of 54

4.2.15. Work the 81334 Spring into the 81331 Cam latch through the spring installation slot. This can be done by fully
compressing one side of the spring into the latch allowing the other side to fit through the slot and underneath
the lip on top of the latch. The spring will stay retained between the shoulder of the 81333 End ring and the
groove on the bottom end of the cam latch. Ensure that the spring is fully seated in the grooves at both ends and
that the end-ring travels freely when the spring is compressed. Ensure the end of the 81334 Spring-Latch does
not protrude into the installation slot when installed. Also ensure that the coils of the spring are stacked in
sequence.

Spring installation
slot 81334 Spring-Latch

81331 Cam-latch Fully installed spring

IMPORTANT: If tool is being assembled with the Lockout feature enabled, skip ahead to step 4.2.17 and continue assembly.
For standard operation follow assembly steps 4.2.15 and 4.2.16 and then skip to 4.2.19.

4.2.16. Installing Keys for Standard Operation: Install 5 only 81332 Key latches by holding them in place with grease
into the slots provided on the O.D. of the 81331 Cam latch. All 5 keys should be oriented as shown. Apply grease
to OD surface of the 80332 Key Latch.

81331 Cam latch

81332 Key latch

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 15 of 54

4.2.17. Install the 81331 Cam latch into the 81330 Lower Cam aligning the holes of the 81332 Key latches with the
matching holes in the Lower cam.

Line up holes

81330

4.2.18. Installing Keys for Lockout Operation: Install 5 only 81332 Key latches by holding them in place with grease
into the slots provided on the O.D. of the 81331 Cam latch. All 5 keys must be oriented as shown in order for the
lockout feature to be enabled. Please ensure that Volant Document# 40035 - CRT Lockout Running Procedure is
consulted before enabling the Lockout feature.

81331 Cam latch

81332 Key latch

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 16 of 54

4.2.19. Install the 81331 Cam latch into the greased 81330 Lower Cam aligning the holes of the 81332 Key latches
with the matching holes in the Lower cam.

Line up holes

81330

4.2.20. First install 5 only 5/16-24 UNF X 1 ½” SHCS alignment bolts which will ensure that the key latches are held to
the inside face of the lower cam so that the pins and lugs will align appropriately with their corresponding holes
in the key latch. It is critical that the alignment bolt be hand tightened then loosened a ½ turn to prevent
binding. Install 5 only 81092 Lug latches into 81332 Key latches through holes in the lower cam. Repeat this step
for 5 each of the 81093 Pin latches, ensure that the ends of the pin latch are aligned and mated with the cradles
on the upper face of the end ring. In order to do this it will be necessary to compress the spring before fully
installing the pins.

5 only Ø5/16-24 UNF X 1 ½” SHCS

81093 81092
Pin latch Lug latch
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 17 of 54

4.2.21. Grease the seal grooves and install one only each of QR4439, 2-363 O-ring and 1 each of 2-256 Teflon and
nitrile O-rings into 81008 Cage as shown.

2-256 Teflon O-ring

2-363 O-ring

2-256 Nitrile O-ring

81008 Cage

QR4439
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 18 of 54

4.2.22. Lube ID O-ring groove of 81330 Cam Lower and install one only 2-264 O-ring. Mate the spline profile on the
top face of the cage to the groove profile on the bottom face of the lower cam and slide components together.
Attached the cage to the lower cam with 10 only 1/2-13unc x 1 ¼” SHCS’s. Lube O.D. o-ring groove with grease
and install 2-450 O-ring onto 81330 Cam lower.

Lower Cam
assembly

Ø1/2-13 UNC x 1 ¼ ” SHCS

81008 Cage

2-264 Oring 2-450 Oring

4.2.23. Install 3 only – (50339) 3/16” x 1/2” long Dowel Pins into the three corresponding holes on the OD of the
81330 Cam-Lower. The dowel pins will need to be tapped in with a hammer until they are shouldered and will be
maintained in place by an interference fit.

3 only - 50339-Dowel Pin 3/16” x ½” Long

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 19 of 54

4.2.24. Lightly grease I.D. of 81018 HsgCamLower and slide it over the lower cam assembly from the cage end until
the snap ring groove is visible. The three slots cut into the housing will need to be aligned with the three dowel
pins in the lower cam assembly. This will rotationally lock the housing and assembly together.

81018 HsgCamLower

Align slots with dowel pins

4.2.25. Install WS1075 Spiral retaining ring into groove on lower cam as indicated. Lightly grease 2-279 Teflon O-Ring
and install into O.D. of 81018 HsgCamLwr (O-Ring Optional – Inclusion of o-ring will increase the air cushion
which will increase the firing time of the tool stroke as well as increase the torque required to rotate the tool.
Consult Volant product support at [email protected] with any questions about the tradeoffs
associated with installing this O-ring). Apply generous amounts of thread compound to the 81330 Lower Cam
faces and 81331 Cam Latches.

WS1075 Spiral retaining

ring

2-279 Teflon O-Ring

(optional)
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 20 of 54

4.2.26. Lube I.D. and place the split halves of the 81023 Retractor on the mandrel and retain with 1 only 2-250 O-ring.
Apply grease on the mandrel sealing surfaces as shown below.

Apply grease 81023 Retractor (2 pieces) Apply grease

2-250

4.2.27. Grease the seal surface of the 81007 Mandrel where the Lower cam assembly rides and install 81008 Cage and
lower cam assembly onto mandrel. Lubricate 81012 Cam Intermediate faces generously with thread compound.
Use caution when installing lower assembly onto mandrel to avoid damaging seals.

HsgCamLwr
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 21 of 54

4.2.28. Engage the hooks on the cam latch and the upper cam by moving the lower cam assembly in the up-hole
direction and rotating to the left. This process can be made easier by plugging the small hole in the HsgCamLwr
and applying a vacuum to the upper cam housing. Use a strap wrench to rotate the cage into the latched
position.

4.2.29. Lightly grease and install 1 only QR 4453 quad ring and 1 only SH940/959-69 Wiper into 81118 CapHsg. Apply
thread compound to interrupted grooves on O.D. of 81017 HsgCamUppr. CapHsg will need to be lowered onto
assembly, ensuring that the interrupted grooves on the I.D. of the Cap Hsg fall in between the grooves on the
O.D. of the HsgCamUppr. Once the CapHsg is shouldered against the HsgCamUppr rotate approximately 15
degrees until holes in O.D of CapHsg align with the holes in the HsgCamUpper. Install 5 only 80947 Lug-Latches to
rotationally lock CapHsg with HsgCamUppr.

SH940/959-69 QR 4453
Wiper
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 22 of 54

4.2.30. Apply thread compound to interrupted grooves on O.D. of lower cam and install 81019 Bumper onto tool
assembly. Ensure interrupted grooves on I.D. of the bumper fall between the grooves on the O.D. of the lower
cam and lower the bumper until it shoulders on the lower cam. Rotate approximately 18 degrees to mate the
grooves and adjust to align holes in the face of the bumper with the holes in the lower cam. Install 10 only 3/8”-
16 UNC X 1/2” long SHCS to rotationally lock bumper.

81019 Bumper 3/8”-16 UNC X ½” Long

SHCS

4.2.31. The CRTi2-8.63 Base tool is complete. Select the appropriate slip assembly procedure to prepare the tool to
run Ø8.63”- Ø26” casing.

Install schraeder valve

(684 Milton safety valve
435 Milton valve cap)

CRTi2-8.63 Base tool

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 23 of 54

5. DETAILED INSTALLATION INSTRUCTIONS FOR CAGE WINDOW SEALS

5.1. Description of Cage Window Seals

Figure 3 shows the location of the cage window seal grooves. The seals installed in these grooves will help to keep lubricant from
escaping the tool as well as to keep debris out at the slip to cage interface. It is recommended that these seals be installed when
running the CRTi2-8.63

Cage Window Seal Grooves

CRTi2-8.63 Base tool

Figure 3: Location of Cage Window Seal Grooves

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 24 of 54

5.2. Installation

Note: CRTi2-8.63 Cage is not exactly as shown.

5.2.1. The most important part of installing the cage window seals is proper preparation of the cage grooves.
The old seals must be removed and the groove surfaces should be cleaned using emery cloth or a wire
brush or wheel. This may be easier to do before installing the cage onto the tool. The grooves will then
need to be thoroughly wiped clean using a rag and industrial cleaner.

Clean grooves along entire length

5.2.2. Once the grooves are thoroughly clean you are ready to install the seals. This requires the cage be installed onto
the mandrel.

I. Cut 10 only - 50117 - 75Duro-Viton Tubing 0.031"ID x 0.094"OD into the correct lengths for each groove.
These lengths of rubber tubing should also be wiped clean with a rag and cleaner to ensure the surface is
free from dust and debris. This will ensure a strong bond is formed between the tubing and the cage

II. Apply a thin bead of Loctite 426 glue (other high strength glues may also work) to the straight length of
two seal grooves on opposite sides of one of the cage windows.

III. After applying the glue gently lay the seals into place. Ensure that there is enough tubing length to do the
entire groove and not just the straight length. The curved ends will be glued in last. Use two pieces of
angle iron or another flat edge cut at the appropriate length and two C-clamps to hold the seals into the
grooves while they dry. Applying a releasing agent (a light oil can also be used) to the sides of the flat
edges will prevent excess glue from sticking and pulling the seals out when the flat edges are removed.

IV. Repeat this process until all 12 of the straight lengths of the seals are installed.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 25 of 54

V. The remaining curved ends of the cage seals can now be installed. Apply glue to the remaining length of
the grooves for one cage window. Use a jaw or integral slip to hold seals in position until dry. Once again
apply a releasing agent or light oil to prevent excess glue from sticking to the slip. Repeat this process for
the remaining cage windows and allow glue to set until dry.

Apply glue to straight length of

grooves as shown first. Use two
straight edges of appropriate
length to hold the seals in place
and clamp until dry.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 26 of 54

6. DETAILED ASSEMBLY INSTRUCTIONS FOR CRT WITH INTEGRAL SLIPS

6.1. Description of the CRT with Integral Slips
Figure 4 is an illustration of the Volant CRTi2-8.63 base tool configured with the integral slips showing its profile. The names of
key working elements are identified in this figure for reference within this document. The integral slip assembly is used to run
casing with nominal outside diameters of 8.63” and 9.63”. (Note: Assembly instructions for CRT casing seal shown can be found in
Doc# 40036)

81017 Hsg Cam

Upper

81008 Cage

81009 Lock Sleeve

Integral Slips

81007 Mandrel

Figure 4. Isometric external view of CRTi2-8.63 with Integral Slip Assembly.

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 27 of 54

6.2. Assembly

6.2.1. Disengage the latch hooks by applying right hand rotation and move the lower cam assembly in the down-hole
direction by rotating the tool on either one of the make-up or breakout ramps until the bottom of the cage is
approximately half an inch from the bottom face of the mandrel. Generously apply lubricant to the cone sections
of 6 only Integral Slips as well as the cone sections of the 81007 Mandrel. Install 5 only integral slips.

Integral Slip

81007

6.2.2. Grease o-ring groove and install 1 only 2-167 O-ring on the face of 81022 Keeper. Lubricate the internal thread of
the 81022 Keeper and the outside thread on the Cage with thread compound. Thread the keeper onto the cage
until the o-ring on the upper face of the keeper contacts the Integral Slips. Install 3 only Ø5/16 – 18 UNC x 1”
SHCS to lock keeper rotationally in place. These cap screws must be gradually tightened, alternating between
each, while checking keeper for rotation. When all three SHCS are fully shouldered there will be a little play in the
rotation of the keeper.

81022 Keeper

2-167
Ø5/16 – 18 UNC x 1”
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 28 of 54

6.2.3. Latch the tool by applying vacuum to the air chamber and applying left hand rotation to the cage relative to the
mandrel. Verify latching by applying air pressure to the air chamber. When doing this ensure a ring of pipe is
positioned around the dies so if the tool is not latched, it is not driven past the maximum extend position.

6.2.4. Cam Adjustment:

I. Check cam adjustment by looking at the shoulder (see below) on the integral slip when the tool is
latched. Measurement must be done with vacuum applied to simulate set-down loading of the top
drive. There should be more than 0.005” but less than 0.026” of clearance in this location as checked
with feeler gauges. If this limit is exceeded adjust the upper cam assembly by removing the 10 cap
screws which hold the Lock Sleeve to the Upper Cam and pull the lock sleeve in the up-hole direction
until it disengages the upper cam and upper cam housing.
II. Rotate the upper cam assembly so that it moves on the mandrel in the up-hole direction until the
clearance meets the specified tolerances and the latch still easily engages and disengages with the
slips and keeper installed. (This adjustment accounts for all manufacturing tolerances and will not be
identical from tool to tool. The adjustment will generally be about half of a rotation from the
shouldered position.)
III. Once properly adjusted, re-attach the lock sleeve, install the remaining slip, re-install the keeper, and
re-engage the latch hooks by compressing the tool and applying left hand rotation.

Check clearance between

mandrel and integral slip
at this location with feeler
gauge.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 29 of 54

7. DETAILED ASSEMBLY INSTRUCTIONS FOR TWO PIECE COMPOSITE SLIP ASSEMBLY

7.1. Description of the CRT with Two Piece Composite Slip Assembly

Figure 5 shows an external view of the bottom end of the CRT with Two Piece Composite Slip assembly (shown equipped for
13.38” casing running). The Two Piece Composite Slip assembly is used to run casing from 10.75” to 13.38”. The names of key
working elements are identified in this figure for reference within this document.

Bumper

Composite Slips

Cover plate

Clamp ring
Spool plate
& spring
Keeper

Figure 5. Isometric view of CRT with Composite Slip Assembly

.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 30 of 54

7.2. Assembly

7.2.1. Install 1 only 5/16”-18 UNC x 1” long Dog Point SHCS (spreader bolt) into 81161 Clamp ring to allow for
installation onto cage. Once clamp ring opens enough to go over top of the cage move into position so the clamp
ring fits into the two corresponding grooves in the cage. Once positioned, back off of the spreader bolt and install
2 only 3/8”-16 UNC x 1” long SHCS to tighten the clamp ring onto the cage (once clamped the ring will still be able
to spin on cage). Once tightened, retighten the spreader bolt to prevent this from coming loose during operation.

5/16”-18 UNC
Spreader bolt
81161 Clamp ring

7.2.2. Install 81172 Spring-End onto the 81160 Spool plate and install spool plate onto cage until it shoulders with clamp
ring. If assembling for 10.75” or 11.75” casing running install 81259 Spool Plate (not shown). The 81172 Spring-
End is not required for 10.75”-11.75” casing running. In order for spool plate to fully shoulder it is necessary to
rotate until splines are properly aligned. Once shouldered, rotate spool plate until ½” hole lines up with the
tapped hole in the clamp ring and install 1 only ½”-13 UNC x ½” long SHCS. Once clamp ring and spool plate are
locked rotationally they can be aligned so that the windows in the cage match the slots in the spool plate.

½”-13 UNC x ½” Long SHCS

81172 Spring-End
81160 Spool Plate
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 31 of 54

7.2.3. Disengage the latch hooks by applying right hand rotation and move the lower cam assembly in the down-hole
direction by rotating to the right on the make-up ramps until the bottom of the cage is approximately half an inch
from the bottom face of the mandrel. Generously apply lubricant to the cone sections of 6 only 81135 Jaws as
well as the cone sections of the 81007 Mandrel. Install 5 only jaws. Re-engage the latch by applying vacuum to
the air chamber and turning the cage to the left relative to the mandrel. This will ensure the jaws are maintained
in the cage window for the remainder of the assembly process.

81135 Jaw-Composite slips

81007 Mandrel
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 32 of 54

7.2.4. Use a small flat prybar to stretch spring-end at the location shown (not required for 10.75-11.75” assembly) so
that the tongue of the die-composite slip can be inserted underneath and aligned with the lugs on the jaw. Install
the remaining 3 dies using same technique and secure with 3 each per die of 80838 Key-die’s and ½”-13 UNC x
¾” long SHCS.

Flat pry bar

Spring-End

80838 Key-dies
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 33 of 54

7.2.5. Install 81172 Spring – End onto 81159 Cover plate. Note: Spring not required for 81258 Cover Plate used for
10.75-11.75 assembly.

Spring-End

Cover plate

7.2.6. Grease and install one only 2-167 O-ring on face of 81151 Keeper. Thread the 81151 Keeper onto the bottom
end of the Cage until the cover plate shoulders on the jaws, back the keeper off until the holes on the face of the
keeper align with the tapped holes in the Cover plate. Use 6 only Ø3/8”-16 UNC X 1/2” long SHCS’s to prevent
rotation of the keeper relative to the cover plate.

81151 Keeper

2-167 O-Ring
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 34 of 54

7.2.7. Verify the tool is still latched by applying air pressure to the air chamber. When doing this ensure a ring of pipe is
positioned around the dies so if the tool is not latched, it is not driven past the maximum extend position.

7.2.8. Cam Adjustment:

I. Check cam adjustment by looking at the shoulder (see below) on the jaws when the tool is latched.
There should be more than 0.005” but less than 0.026” of clearance in this location as checked with
feeler gauges. If this limit is exceeded adjust the upper cam assembly by removing the 10 cap screws
which hold the Lock Sleeve to the Upper Cam and pull the lock sleeve in the up-hole direction until it
disengages the upper cam and upper cam housing.
II. Rotate the upper cam assembly so that it moves on the mandrel in the up-hole direction until the
clearance meets the specified tolerances and the latch still easily engages and disengages with the
slips and keeper installed. (This adjustment accounts for all manufacturing tolerances and will not be
identical from tool to tool. The adjustment will generally be about half of a rotation from the
shouldered position.)
III. Once properly adjusted, re-attach the lock sleeve and install remaining jaw and die. To do this
remove keeper, cover plate and spring-end and disengage the latch hooks by applying right hand
rotation until the bottom of the cage is approximately half an inch from the bottom face of the
mandrel. This procedure should be done with the tool standing vertically with the cage end at the top
so that already installed slips do not fall out. If assembling with the tool horizontally, the slips will
need to be held in the cage windows another way once the keeper, cover plate and spring are
removed.
IV. After installing the remaining jaw re-latch the tool by applying vacuum to the air chamber and
applying left hand rotation to the cage relative to the mandrel. Install remaining die under the spring-
end on the spool plate and secure with key dies and cap screws. Re-install spring end, cover plate and
keeper.

Check clearance between

mandrel and integral slip
at this location with feeler
gauge.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 35 of 54

8. DETAILED ASSEMBLY INSTRUCTIONS FOR THREE PIECE COMPOSITE SLIP ASSEMBLY

8.1. Description of the CRT with Three Piece Composite Slip Assembly

Figure 6 shows an external view of the bottom end of the CRT with Three Piece Composite Slip assembly (shown equipped for
18.63” casing running). The Three Piece Composite Slip assembly is used to run casing from 16” < 22”. The names of key working
elements are identified in this figure for reference within this document.

Bumper

Composite Slips

Cover plate

Spool plate
& spring
Keeper

Figure 6. Isometric view of CRT with Three Piece Composite Slip Assembly.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 36 of 54

8.2. Assembly

8.2.1. Install 1 only 5/16”-18 UNC x 1” long Dog Point SHCS (spreader bolt) into 81161 Clamp ring to allow for
installation onto cage. Once clamp ring opens enough to go over top of the cage move into position so the clamp
ring fits into the two corresponding grooves in the cage. Once positioned, back off of the spreader bolt and install
2 only 3/8”-16 UNC x 1” long SHCS to tighten the clamp ring onto the cage (once clamped the ring will still be able
to spin on cage). Once tightened, retighten the spreader bolt to prevent this from coming loose during operation.

5/16”-18 UNC
Spreader bolt
81161 Clamp ring

8.2.2. Install 81172 Spring-End onto the 81425 Spool plate and install spool plate onto cage until it shoulders with clamp
ring. In order for spool plate to fully shoulder it is necessary to rotate until splines are properly aligned. Once
shouldered, rotate spool plate until ½” hole lines up with the tapped hole in the clamp ring and install 1 only ½”-
13 UNC x ½” long SHCS. Once clamp ring and spool plate are locked rotationally they can be aligned so that the
windows in the cage match the slots in the spool plate.

81172 Spring-End
81425 Spool Plate
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 37 of 54

8.2.3. Disengage the latch hooks by applying right hand rotation and move the lower cam assembly in the down-hole
direction by rotating to the right on the make-up ramps until the bottom of the cage is approximately half an inch
from the bottom face of the mandrel. Generously apply lubricant to the cone sections of 6 only 81135 Jaws as
well as the cone sections of the 81007 Mandrel. Install 5 only jaws. Re-engage the latch by applying vacuum to
the air chamber and turning the cage to the left relative to the mandrel. This will ensure the jaws are maintained
in the cage window for the remainder of the assembly process.

81135 Jaw-Composite slips

81007 Mandrel
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 38 of 54

8.2.4. Install 5 only 81423 Spokes using the following method. Use a small flat prybar or screwdriver to stretch spring-
end (at location shown) so that the tongue of the spoke can be inserted underneath and aligned with the lugs on
the jaw. Secure Spokes to Jaws using 3 each per spoke of ½” -13 UNC x 2.5” long SHCS.

Pry spring up here

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 39 of 54

8.2.5. Install 5 only Dies (part number of dies will depend on the size and weight of casing being run) and secure to
spokes using 4 each per die of 80838 Key-die’s and ½”-13 UNC x ¾” long SHCS.

80838 Key-dies

8.2.6. Install 81172 Spring – End onto 81432 Cover plate and install cover plate as shown.

Spring-End

Cover plate
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 40 of 54

8.2.7. Grease and install one only 2-167 O-ring on face of 81151 Keeper. Thread the 81151 Keeper onto the bottom
end of the Cage until the cover plate shoulders on the jaws, back the keeper off until the holes on the face of the
keeper align with the tapped holes in the Cover plate. Use 6 only Ø3/8”-16 UNC X 1/2” long SHCS’s to prevent
rotation of the keeper relative to the cover plate.

81151 Keeper

2-167 O-Ring
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 41 of 54

8.2.8. Verify the tool is still latched by applying air pressure to the air chamber. When doing this ensure a ring of pipe is
positioned around the dies so if the tool is not latched, it is not driven past the maximum extend position.

8.2.9. Cam Adjustment:

I. Check cam adjustment by looking at the shoulder (see below) on the jaws when the tool is latched.
There should be more than 0.005” but less than 0.026” of clearance in this location as checked with
feeler gauges. If this limit is exceeded adjust the upper cam assembly by removing the 10 cap screws
which hold the Lock Sleeve to the Upper Cam and pull the lock sleeve in the up-hole direction until it
disengages the upper cam and upper cam housing.
II. Rotate the upper cam assembly so that it moves on the mandrel in the up-hole direction until the
clearance meets the specified tolerances and the latch still easily engages and disengages with the
slips and keeper installed. (This adjustment accounts for all manufacturing tolerances and will not be
identical from tool to tool. The adjustment will generally be about half of a rotation from the
shouldered position.)
III. Once properly adjusted, re-attach the lock sleeve and install remaining jaw, spoke, and die. To do this
remove keeper, cover plate and spring-end and disengage the latch hooks by applying right hand
rotation until the bottom of the cage is approximately half an inch from the bottom face of the
mandrel. This procedure should be done with the tool standing vertically with the cage end at the top
so that already installed slips do not fall out. If assembling with the tool horizontally, the slips will
need to be held in the cage windows another way once the keeper, cover plate and spring are
removed.
IV. After installing the remaining jaw re-latch the tool by applying vacuum to the air chamber and
applying left hand rotation to the cage relative to the mandrel. Install remaining spoke and die under
the spring-end on the spool plate and secure with key dies and cap screws. Re-install spring end,
cover plate and keeper.

Check clearance between

mandrel and integral slip
at this location with feeler
gauge.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 42 of 54

9. DETAILED ASSEMBLY INSTRUCTIONS FOR FOUR PIECE COMPOSITE SLIP ASSEMBLY

9.1. Description of the CRT with Four Piece Composite Slip Assembly

Figure 7 shows an external view of the bottom end of the CRT with Four Piece Composite Slip assembly (shown equipped for 26”
casing running). The Four Piece Composite Slip assembly is used to run casing from 22” to 26”. The names of key working
elements are identified in this figure for reference within this document.

Bumper

Composite Slips

Cover plate

Spool plate
& spring
Keeper

Figure 7. Isometric view of CRT with Four Piece Composite Slip Assembly
.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 43 of 54

9.2. Assembly

9.2.1. Install 81502 – BumperRing over 81019 – Bumper as shown. Lock in place using 10 only 81092 – Lug-Latches.

Qty. 10 – 81092 Lug-Latches

9.2.2. Install 1 only 5/16”-18 UNC x 1” long Dog Point SHCS (spreader bolt) into 81161 Clamp ring to allow for
installation onto cage. Once clamp ring opens enough to go over top of the cage move into position so the clamp
ring fits into the two corresponding grooves in the cage. Once positioned, back off of the spreader bolt and install
2 only 3/8”-16 UNC x 1” long SHCS to tighten the clamp ring onto the cage (once clamped the ring will still be able
to spin on cage). Once tightened, retighten the spreader bolt to prevent this from coming loose during operation.

5/16”-18 UNC
Spreader bolt
81161 Clamp ring
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 44 of 54

9.2.3. Install 81172 Spring-End and 81564 Spring-End onto the 81468 Spool plate and install spool plate onto cage until
it shoulders with clamp ring. In order for spool plate to fully shoulder it is necessary to rotate until splines are
properly aligned. Once shouldered, rotate spool plate until ½” hole lines up with the tapped hole in the clamp
ring and install 1 only ½”-13 UNC x ½” long SHCS. Once clamp ring and spool plate are locked rotationally they can
be aligned so that the windows in the cage match the slots in the spool plate.

81172 Spring-End

81564 Spring-End
81468 Spool Plate

9.2.4. Disengage the latch hooks by applying right hand rotation and move the lower cam assembly in the down-hole
direction by rotating to the right on the make-up ramps until the bottom of the cage is approximately half an inch
from the bottom face of the mandrel. Generously apply lubricant to the cone sections of 6 only 81135 Jaws as
well as the cone sections of the 81007 Mandrel. Install 5 only jaws. Re-engage the latch by applying vacuum to
the air chamber and turning the cage to the left relative to the mandrel. This will ensure the jaws are maintained
in the cage window for the remainder of the assembly process

81135 Jaw-Composite slips

81007 Mandrel
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 45 of 54

9.2.5. Install 10 only 81423 Spokes using the following method: To install the first spoke, pry up the smaller diameter
spring with a prybar or screwdriver thru the milled slot in the back of the spool plate so that the tongue of the
spoke can be inserted underneath. The spoke will now mate with the lugs on the jaw. To install the second spoke,
use a small flat prybar or screwdriver to stretch the larger diameter spring (at location shown) so that the tongue
of the spoke can be inserted underneath and aligned with the lugs on the jaw. Secure Spokes to Jaws using 3 per
spoke of ½” -13 UNC x 5” long SHCS.

Pry spring up here

Pry spring up here

½-13UNC x 5” long SHCS

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 46 of 54

9.2.6. Install 5 only Dies (part number of dies will depend on the size and weight of casing being run) using 4 each per
die of 1/2” x 3/4” long Shoulder Bolts, 81760-Belleville-Die Retainer, and 80838Key Die in the configuration
shown.

1/2” Shoulder bolt x

3/4”long

81760-Belleville-Die
Retainer

80838-Key Die

9.2.7. Install 81172 Spring – End and 81564 – Spring-End onto 81464 Cover plate and install cover plate as shown.

81172 -Spring-End

81564 -Spring-End
Cover plate
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 47 of 54

9.2.8. Grease and install one only 2-167 O-ring on face of 81151 Keeper. Thread the 81151 Keeper onto the bottom
end of the Cage until the cover plate shoulders on the jaws, back the keeper off until the holes on the face of the
keeper align with the tapped holes in the Cover plate. Use 6 only Ø3/8”-16 UNC X 1/2” long SHCS’s to prevent
rotation of the keeper relative to the cover plate.

81151 Keeper

2-167 O-Ring
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 48 of 54

9.2.9. Verify the tool is still latched by applying air pressure to the air chamber. When doing this ensure a ring of pipe is
positioned around the dies so if the tool is not latched, it is not driven past the maximum extend position.

9.2.10. Cam Adjustment:

I. Check cam adjustment by looking at the shoulder (see below) on the jaws when the tool is latched.
There should be more than 0.005” but less than 0.026” of clearance in this location as checked with
feeler gauges. If this limit is exceeded adjust the upper cam assembly by removing the 10 cap screws
which hold the Lock Sleeve to the Upper Cam and pull the lock sleeve in the up-hole direction until it
disengages the upper cam and upper cam housing.
II. Rotate the upper cam assembly so that it moves on the mandrel in the up-hole direction until the
clearance meets the specified tolerances and the latch still easily engages and disengages with the
slips and keeper installed. (This adjustment accounts for all manufacturing tolerances and will not be
identical from tool to tool. The adjustment will generally be about half of a rotation from the
shouldered position.)
III. Once properly adjusted, re-attach the lock sleeve and install remaining jaw, spoke, and die. To do this
remove keeper, cover plate and spring-end and disengage the latch hooks by applying right hand
rotation until the bottom of the cage is approximately half an inch from the bottom face of the
mandrel. This procedure should be done with the tool standing vertically with the cage end at the top
so that already installed slips do not fall out. If assembling with the tool horizontally, the slips will
need to be held in the cage windows another way once the keeper, cover plate and spring are
removed.
IV. After installing the remaining jaw re-latch the tool by applying vacuum to the air chamber and
applying left hand rotation to the cage relative to the mandrel. Install remaining spoke and die under
the spring-end on the spool plate and secure with key dies and cap screws. Re-install spring end,
cover plate and keeper.

Check clearance between

mandrel and integral slip
at this location with feeler
gauge.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 49 of 54

10. SET-UP AND OPERATION

10.1. Standard Function Test
10.1.1. Latch the tool by applying vacuum to the air chamber and turning the tool to the left. Verify latching by
applying air pressure to the air chamber. When doing this ensure a ring of pipe is positioned around the dies so if
the tool is not latched, it is not driven past the maximum extend position. If tool cannot be latched the
adjustment of the upper cam per the procedure detailed in Section 6-9.

10.1.2. With the tool latched, mark the upper cam housing and the bump ring to identify the latched position. (This
should be done with yellow paint. It is helpful to mark the opposite side with white paint so that tool latching can
be checked from any position). With the bumper removed and the tool latched; paint the portion of the upper
cam housing with yellow paint. Identify the pinch point between the Keeper and the Swivel by painting both of
these red.

10.1.3. Break-Out Function Test: Rotate the tool clockwise to disengage latch hooks and apply air pressure to the
housing to extend the dies into engagement with a ring of pipe. It is best to test breakout in a ring with the API
drift diameter for the dies nominal casing weight as specified in API specification 5CT. Rotate to the left until the
break-out ramps engage, when this happens the torque to rotate the tool will increase sharply. Rotate clockwise
until the tool starts to climb the make-up ramps.

10.1.4. Make-Up Function Test: Rotate tool clockwise to disengage latch hooks, air pressure in the housing will extend
the dies into engagement with the ring of pipe. The ring can be of a representative inside diameter to check axial
stroke to engagement, per the test ring geometry identified in APPENDIX B – Max ID/ Drift Rings. Continue to
rotate the tool to the right until the make-up ramps engage, when this happens the torque to rotate the tool will
increase sharply.

10.1.5. Bleed the air pressure from the upper cam housing and remove the Schrader valve so that vacuum can be
applied. Apply vacuum to the housing and rotate the tool to the left until the tool can be rotated any further.
Check to ensure that the alignment marks are aligned

10.1.6. Verify that the tool is latched by applying air pressure to the housing. When doing this ensure a ring of pipe is
positioned around the dies so if the tool is not latched, it is not driven past the maximum extend position.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 50 of 54

10.2. Lockout Function Test

10.2.1. Latch the tool by applying vacuum to the air chamber and turning the tool to the left. Verify latching by
applying air pressure to the air chamber. When doing this ensure a ring of pipe is positioned around the dies so if
the tool is not latched, it is not driven past the maximum extend position. If tool cannot be latched the
adjustment of the upper cam per the procedure detailed in Section 6-9.

10.2.2. With the tool latched, mark the upper cam housing and the bump ring to identify the latched position.

10.2.3. Rotate tool clockwise to disengage latch hooks, air pressure in the housing will extend the dies into
engagement with the ring of pipe. Rotate counter-clockwise until the breakout ramps are engaged. Release air
and remove the Schrader valve from the tool. Apply vacuum to the air chamber. Approximately 10 psi of vacuum
pressure will be required to compress Belleville springs and engage the Lockout Mode. Rotate the tool clockwise
approx. half of a turn and then remove vacuum pressure.

10.2.4. Break-Out Function Test: Apply air pressure to the housing to extend the dies into engagement with a ring of
pipe. It is best to test breakout in a ring with the API drift diameter for the dies nominal casing weight as specified
in API specification 5CT or another appropriate specification. Rotate to the left until the break-out ramps engage,
when this happens the torque to rotate the tool will increase sharply. Rotate clockwise until the tool starts to
climb the make-up ramps.

10.2.5. Make-Up Function Test: Apply air pressure in the housing to extend the dies into engagement with the ring of
pipe. The ring can be of a representative inside diameter to check axial stroke to engagement, per the test ring
geometry identified in APPENDIX B – Max ID/ Drift Rings. Continue to rotate the tool to the right until the make-
up ramps engage, when this happens the torque to rotate the tool will increase sharply.

10.2.6. Bleed the air pressure from the upper cam housing and remove the Schrader valve so that vacuum can be
applied. Apply vacuum to the housing and rotate the tool to the left past the latched position until the breakout
ramps are engaged. (Note: If the tool latches before reaching the break out ramps then the Lockout Mode has
not been correctly enabled. Re-attempt the Lockout Make-Up function test from the first step and if lockout
mode is still not enabled check to ensure that the 81332- Key latches are configured in the correct Lockout
orientation. If lockout mode can still not be enabled consult Volant customer support at
[email protected].)

10.2.7. Remove vacuum pressure and apply air pressure to the chamber again ensuring a ring is positioned around
the dies so the tool is not driven past the maximum extended position. Rotate clockwise approx. ¼ turn and again
remove air and apply vacuum to the air chamber. Rotate to the left until the tool is latched. (Note: If tool does
not latch at this stage this may indicate that the latch is still in the locked out position and the Lockout may not
functioning properly. Attempt from step 10.2.6 again as there may not have been sufficient vacuum in the
chamber to move the latch out of lockout mode. If the latch is still locked out consult Volant customer support at
[email protected].)

10.2.8. Verify that the tool is latched by applying air pressure to the housing. When doing this ensure a ring of pipe is
positioned around the dies so if the tool is not latched, it is not driven past the maximum extend position.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 51 of 54

10.3. Tool Set-Up

10.3.1. Assemble the base tool per the instructions in Section 4.

10.3.2. Install cage window seals as per instruction in Section 5.

10.3.3. Assemble grip assembly per the instructions in Section 6-9 depending on the size of casing to be run.

10.3.4. Function test the tool per the instructions in Section 10. Any deviation from expected operation may be an
indication of improper tool assembly or set-up, consult the assembly instructions or customer support
([email protected] ).

10.3.5. Check that die grip range is appropriate for casing being run. This can be done by checking the die range for
the part number and verifying that the combined wear of the grip assembly is within tolerance, or this can be
done by engaging the tool in a casing maximum inside diameter that includes an allowance for casing deflection
during gripping at high load. Maximum inside diameter rings can be fabricated per the geometry provided in
APPENDIX B – Max ID/ Drift Rings. Ring length should be approximately equal to the diameter.

10.3.6. Check drift for retracted dies, cage and CS components using a drift ring per dimension specified in Table 20
API specification 5CT, 5L, or other appropriate governing specification. Note that the drift ring will not pass over
the Pkr Cup.

10.3.7. Assemble casing seal assembly per the instructions in Volant companion Document# 40036.

10.3.8. Check condition and diameter of casing seal. Casing seal diameter should be as large as or larger than the
maximum anticipated casing ID. Verify that replacement seals are available in inventory.

10.3.9. Check that the tool will maintain air pressure charge over time (generally overnight or for several hours). The
air seal should also be confirmed over the range of motion of the tool. This can be done using the following steps:

I. Ensure that tool is in the latched position. Install Schrader valve and apply approx. 100 psi of air pressure
(record exact air pressure) to the chamber. Leave for several hours and then check to see that air pressure
has been maintained.

II. Release air pressure and remove Schrader valve. Install a pipe ring around the dies and fire the tool by
either unlatching and rotating to the right or by unlatching and applying light air pressure until the pipe
ring is engaged by the dies.

III. Install Schrader valve and again apply approx. 100 psi of air pressure (record exact air pressure) to the
chamber. Leave for several hours and then check to see that air pressure has been maintained.
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 52 of 54

10.4. Operation
Follow the operational guidelines in the Volant Document# 40016 - CRT Running Procedure and Volant
Document# 40033 –V-Door Running Procedure. If lockout feature is enabled please consult Volant Document#
40035 - CRT Lockout Running Procedure for operational guidelines.

10.5. Hoist and Torque Capacity Guidelines

Follow the hoist and torque capacity guidelines for the CRTi2-8.63 as outlined below:

Maximum Hoist Capacity: 591 tons @ 0 ft*lbs

Maximum Torque Capacity: 85,000 ft*lbs @ zero Hoist load
Combined Load - High Hoist: 575 tons @ 40,000 ft*lbs
Combined Load - High Torque: 475 tons @ 70,000 ft*lbs

(If tool overload in hoist or torque is suspected, identify overload to maintenance staff and initiate tool
maintenance procedure per document 40021.)

10.6. Air Spring Pressure Guidelines

The pressure in the CRTi2-8.63 air spring is governed by the following limits:

Minimum operating pressure = 40 psi

Warning: Using tool with less than the minimum operating pressure may reduce the tools ability to engage the
casing and is not recommended.

Maximum operating pressure = 200 psi (Limited by pressure capacity of Schrader air valve)

During operation the air spring pressure is generally set between the minimum operating pressure and the
maximum operating pressure. All indicated pressures are measured with the tool in the collapsed position. The
pressure in the air spring will decrease as the tool strokes due to an increase in volume of the chamber.

With the above stated pressure limits as a guideline, a functional limit exists governed by the weight that a rig
will allow to be set on the bumper to coupling interface. The load on the pipe handler to collapse the tool can be
calculated using Pipe Arm Rig Equation (for pipe arm rigs assuming set down load is measured by the pipe
handler). The load on the top drive to collapse the tool can be calculated using V-Door Rig Equation (assuming
the set down load is measured by the top drive). The set down load to achieve optimum activation torque
transfer between the casing and the bumper is a load just sufficient to collapse the air spring.

Pipe Arm Rig Equation: V-Door Rig Equation:

Fmin = AAS * P + (W p * L p ) Fmin = AAS * P

Where Fmin is minimum load on the pipe handler to compress the CRTi,
2 2
AAS is the area of the air spring in in , and for the CRTi2-8.63 is 79.6 in ,

P is the air spring pressure in psi,

Wp is the pipe weight per foot, and

Lp is the joint length in feet.

4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 53 of 54

APPENDIX A – CRTi Torque Charts

TORQUE SPECIFICATIONS AND TECHNIQUES
To ensure tool performance all fasteners must be torqued to specifications and torqued in accordance with
proper torquing techniques outlined in this document.

Correct Torquing Techniques:

• Ensure torque wrench is calibrated and has the appropriate torque range.

• Use a short socket to prevent bending and slippage.

• When torquing fasteners apply a slow and constant force.

• Minimize friction between the torquing components and other stationary objects.

Torque Chart (0.1µ)

UNC Cap screws UNC Set screws
(in*lbs) (ft*lbs) (in*lbs) (ft*lbs)
1/4 121 10.1 1/4 69 5.8
5/16 250 20.8 5/16 140 11.7
3/8 442 36.8 3/8 375 31.3
7/16 707 58.9 7/16 392 32.7
1/2 1077 89.8 1/2 593 49.4
5/8 2141 178.4 5/8 1170 97.5

Volant Threaded Fastener Torque Chart (0.1µ)

Part Number (in*lbs) (ft*lbs)

80841/80842 1200 100
80946/80947 1200 100
81092/81093 1200 100
81343/81344 1200 100
81372 672 56
4110 56 Ave NW
CRTi2-8.63 Assembly and Operations
Edmonton AB T6B 3R8
Canada
Manual
Phone: 780.490.5185
Fax: 780.437.2187
Document No. 40034 Rev. D 54 of 54

APPENDIX B – Max ID/ Drift Rings

Drawing: 81911 Rev. A
No. Date Initial Description

Revisions
Option Table A 2011-02-14 SBM Initial release
Row A B C D
Drift Ring
+0.000
Tolerance on Diameter +/- 0.03
-0.002 .10 @ 45 deg.
Option Die Part TYP 4 places
Weights OD ID
Number Number 6.0
-01 81024 8.625" x 24-36p 8.63 7.700
-02 81756 9.625" x 32.3-43.5p 9.63 8.599
-03 81143 9.625" x 40-53.5p 9.63 8.379
-04 81154 9.625" x 40-53.5p 9.63 8.379
-05 81881 9.625" x 53.5-58.4p 8.63 8.279
-06 81255 10.75" x 51-65.7p 10.75 9.404
-07 81494 10.75" x 60.7-73.2p 9.63 9.250
-08 81138 10.75" x 71.1-79.2p 9.63 9.126
-09 81495 11.75" x 47-60p 11.75 10.616 OD ID
As-rolled See Option Table
-10 81757 11.75" x 65-71p 11.75 10.430 See Option Table Row C Row D
-11 81306 13.375" x 48-54.5p 13.38 12.459
-12 81897 13.375" x 54.5-61.0p 13.38 12.359
-13 81150 13.375" x 61-72p 13.38 12.191
-14 81431 16" x 65p 16.00 15.062
-15 81645 16" x 75-84p 16.00 14.822
-16 81758 16" x 109p 15.00 14.500
-17 81752 17.875" x 105p 17.88 16.574
-18 81434 18.625" x 87.5p 18.63 17.567
-19 81566 18.625" x 87.5-97.7p 18.63 17.465
-20 81880 18.625" x 139p 17.63 17.013
-21 81759 20" x 94-106.5p 20.00 18.812
-22 81483 20" x 133p 20.00 18.452 Mark Here as per Volant 17503
-23 81750 22" x 224p 21.00 19.770 with 81911-(Option Number) in place
of the Part Number and Ring Size as Follows
-24 81462 26" x 267p 25.00 23.750 (Weight) -(Drift or Max ID), ID xx.xxx"

Material: Tolerances (unless otherwise noted):

Tol. T.I.R. Finish
Title: CRTi1,2-8.63
Notice:
This document and the drawings and data it embodies ("Confidential Information") are proprietary to Volant Decimal: x.xxx ±0.005 ±0.002 63Ra Drift and Max ID Rings
Oil Tools Inc. ("Volant") and are provided to the Recipient in confidence. The Recipient accepts this document x.xx ±0.010 ±0.005 125Ra
in confidence and agrees that it will: (1) restrict the use of the Confidential Information to the sole purpose x.x ±0.030 ±0.010 250Ra Third Angle Projection
Modelled: S.Mortenson Date: 2011-02-14
("Purpose") for which it was provided, as set out in a separate document; (2) not copy, reproduce, or disclose Fraction: x/x" ±0.030 ±0.010 250Ra
Angular: x.x° ±0.5° Drafted: S.Mortenson Date: 2011-02-14
the document or Confidential Information to others in whole or in part; (3) use reasonable care to protect the
Confidential Information from unauthorized use, dissemination, or publication; (4) return the document and x° ±1.0° Review: . Date: .
all copies upon completion of the Purpose or upon Volant request. Volant reserves all rights in the document Inside corner radii R.03; break all edges .02 @ 45º
and the Confidential Information, including copyright. Thread entry angle 45º; Thread exit angle 27º Sheet: 1 of 2 Scale: NTS Drawing: 81911 Rev. A
Drawing: 81911 Rev. A
No. Date Initial Description

Revisions
A 2011-02-14 SBM Initial release
Option Table Cont.
Row A B C D
Max ID Ring
+0.002 .10 @ 45 deg.
Tolerance on Diameter +/- 0.03
-0.000 TYP 4 places
Option Die Part 6.0
Weights OD ID
Number Number
-25 81024 8.625" x 24-36p 9.63 8.311
-26 81756 9.625" x 32.3-43.5p 9.63 9.227
-27 81143 9.625" x 40-53.5p 9.63 9.075
-28 81154 9.625" x 40-53.5p 9.63 9.075
-29 81881 9.625" x 53.5-58.4p 9.63 8.809
-30 81255 10.75" x 51-65.7p 10.75 10.119
-31 81494 10.75" x 60.7-73.2p 10.75 9.945
-32 81138 10.75" x 71.1-79.2p 10.75 9.754 OD ID
As-rolled See Option Table
-33 81495 11.75" x 47-60p 11.75 11.266 See Option Table Row C Row D
-34 81757 11.75" x 65-71p 11.75 10.975
-35 81306 13.375" x 48-54.5p 13.38 13.001
-36 81897 13.375" x 54.5-61.0p 13.38 12.910
-37 81150 13.375" x 61-72p 13.38 12.818
-38 81431 16" x 65p 16.00 15.576
-39 81645 16" x 75-84p 16.00 15.461
-40 81758 16" x 109p 16.00 15.063
-41 81752 17.875" x 105p 17.88 17.138
-42 81434 18.625" x 87.5p 18.63 18.114
-43 81566 18.625" x 87.5-97.7p 18.63 18.114
-44 81880 18.625" x 139p 18.63 17.607
-45 81759 20" x 94-106.5p 20.00 19.489
Mark Here as per Volant 17503
-46 81483 20" x 133p 20.00 19.127 with 81911-(Option Number) in place
of the Part Number and Ring Size as Follows
-47 81750 22" x 224p 21.00 20.390 (Weight) -(Drift or Max ID), ID xx.xxx"
-48 81462 26" x 267p 25.00 24.410

Material: Tolerances (unless otherwise noted):

Tol. T.I.R. Finish
Title: CRTi1,2-8.63
Notice:
This document and the drawings and data it embodies ("Confidential Information") are proprietary to Volant Decimal: x.xxx ±0.005 ±0.002 63Ra Drift and Max ID Rings
Oil Tools Inc. ("Volant") and are provided to the Recipient in confidence. The Recipient accepts this document x.xx ±0.010 ±0.005 125Ra
in confidence and agrees that it will: (1) restrict the use of the Confidential Information to the sole purpose x.x ±0.030 ±0.010 250Ra Third Angle Projection
Modelled: S.Mortenson Date: 2011-02-14
("Purpose") for which it was provided, as set out in a separate document; (2) not copy, reproduce, or disclose Fraction: x/x" ±0.030 ±0.010 250Ra
Angular: x.x° ±0.5° Drafted: S.Mortenson Date: 2011-02-14
the document or Confidential Information to others in whole or in part; (3) use reasonable care to protect the
Confidential Information from unauthorized use, dissemination, or publication; (4) return the document and x° ±1.0° Review: . Date: .
all copies upon completion of the Purpose or upon Volant request. Volant reserves all rights in the document Inside corner radii R.03; break all edges .02 @ 45º
and the Confidential Information, including copyright. Thread entry angle 45º; Thread exit angle 27º Sheet: 2 of 2 Scale: NTS Drawing: 81911 Rev. A