Carlson Boretrak2 User manual

BT2 Quick start operation guide October 2021
Boretrak2
Borehole deviation survey system
Quick start operational guide
v.02

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1 Preparation
•You are running the most recent release of Carlson Boretrak, available from Carlson’s
website.
•The Bluetooth function on your tablet is turned ON and the Boretrak2 probe is paired with
your tablet.
•The supplied, rechargeable Boretrak2 batteries are fully charged.
•The probe, thread, batteries and deployment device are all inspected and found to be in
good condition and free from damage.
Load the batteries into the Boretrak2 nose cone and screw the nose cone securely onto the
probe. The Boretrak2 is now ON.
The probe LEDs start by showing solid yellow while the power is stabilising. They progress
to flashing blue if there has been no Bluetooth connection, or flashing red if there has been
a Bluetooth connection.
Set out the alignment jig in a known heading and in a position that will be convenient for your
deployment. The accuracy of the alignment heading determines the accuracy of the whole
survey until the next alignment, so take great care when setting out the jig.
Open Carlson Boretrak.

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2 New project
The Project window appears. At this stage you can import pre-surveyed and pre-designed holes
into Carlson Boretrak. This allows you to plan your field operations better and to see in near
real-time the deviation and layout of your drilled holes.
Hit New to start a
new project.
In the Project window,
select the Holes tab,
then tap Import.

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Select a CSV file containing hole data. Then define the fields within the file.
Select the column header,
then select the correct field
from the drop-down Data list.
After the last column header,
tap Confirm. Then tap Import.

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The holes are imported into
the Holes list.
Tap Create to start
the new project.

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3 Connection
Carlson Boretrak automatically starts searching for your probe.
If no connection is made, check:
•The Boretrak2 probe is powered ON and flashing red or blue.
•The Boretrak2 is paired to your tablet.
•Bluetooth on your tablet is switched ON.
•No other devices are connected to the same Boretrak2 probe.
Tap Find Boretraks to reattempt a connection.
If you have not imported any holes into the project, a Hole Setup dialog appears.
If required, enter hole
coordinates and planned
hole details. Then tap
Finish.

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4 Alignment
Position the probe on the alignment jig.
If you have pre-existing holes in the project with real-world coordinates, you can use these to
align the gyro.
With the probe lying on
the alignment jig, tap
Align Gyro
.
Hole 2
Hole 1
Probe on alignment
jig pointing from
hole 1 to hole 2

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When you carry out an alignment, the Alignment Details window appears.
Alternatively, you can just enter a known heading. The required heading is always that pointing
along the probe towards the nose cone.
After an alignment is complete, handle the probe with care to ensure the gyro can keep track of
the changing heading and to avoid exceeding the rotation rate threshold of the gyro.
Enter the heading and
tap Finish to confirm the
alignment.
Tap Relative, then select the
appropriate hole numbers in the
From and To drop-down list. The
alignment heading is computed.

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5 Deployment
Now you are connected and ready to survey.
Deploy the probe so the tip of the nose cone is 2m past the collar.
Check you are set to survey the
correct Hole (01) and the
correct Segment length (2m).
First nodule on cable
Probe lowered until
second nodule is level
with the hole collar.

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The process of collecting Boretrak readings during the deployment is entirely manual.
oDon’t forget to take a reading at every segment length (in this case, 2m)
oDon’t take more than one reading at a segment length
oOnly deploy by the selected segment length
Hold the probe steady and
tap Take Reading.
After the first
reading the 2m
Segment length
is added to the
3D View and to
the Length
display

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As the probe descends, the Bluetooth link will cut out. Carlson Boretrak manages this link
automatically and will re-establish the link when the probe is recovered. The live read out
disappears while the Bluetooth link is broken.
When you feel the probe touch the end of the hole, keep the cable taught so the probe is parallel
with respect to the hole.
Tap Undo Last if
you accidently
take an extra
reading
While the probe is
touching the end
of the hole, tap
Final Reading

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When the probe reaches the end of the hole, the last deployment interval will rarely equal the
full, user-defined Segment length. In this case, while the probe is at the end of the hole,
measure the distance from the hole collar back along the cable to the next measurement point,
i.e. the next interval / nodule / rod joint to which you would deploy if the hole were longer.
Recover the probe from the hole. A Bluetooth link is automatically re-established when the probe
is within range of the tablet. You may see some data being downloaded from the probe to
Carlson Boretrak.
Enter the Final Offset.
The displayed Length is
adjusted accordingly.
Tap Finish to end
the deployment
Final Offset
Hole collar
The next nodule to
which you would
have deployed

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Take the probe and deployment device to the next hole.
Select the next hole (02) from
the Survey Next Deployment
drop-down list.
Tap Deploy to Hole 02 to
begin the next deployment.
You are ready to deploy
down Hole 02
Tap zoom to
show the new
hole in the 3D
View.

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6 Re-aligning
The gyro accuracy degrades over time after an alignment. You should carry out a re-alignment
as often as possible. For the very best accuracy, realign before each hole. A reasonable target
would be to align every three or four holes, but this will depend on the length of each deployment,
the required accuracy for your project and the practical realties of positioning the alignment jig
on your site.
Carry out a realignment between deployments, while you can see the Select next deployment
controls.
Tap the Alignment icon
The Alignment button
appears showing the
time since last alignment
The Alignment
Options window
opens. Tap New
Alignment

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If you have not moved the alignment jig since the previous alignment, you can use the same
heading as before.
Otherwise, re-position the alignment jig along a new line of known heading.
Now continue to the next deployment.
Tap Use Existing and select
the previous alignment from the
drop-down list
Enter the new heading
and tap Finish to confirm
the alignment.

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7 Check data
When readings are taken while the probe is inside the hole there will usually be no Bluetooth link
between the probe and the tablet. During this time, the hole readings represented in the 3D View
are just ‘placeholders’, which will be overwritten when Bluetooth connection is re-established.
Once the Bluetooth link has been re-established and data has downloaded from the probe…
After the probe is recovered for the last time, always ensure that you allow the probe time to
connect to the tablet to download the final set of stored data. In the Project tab there must
be no Deployments left showing a yellow warning triangle.
The hole flashes
yellow in the 3D View.
The Deployment
icon in the Project
tab displays a
yellow warning sign.
The hole is shown as
solid grey.
The Deployment icon
reverts to normal.

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8 Post processing
All hole coordinates and alignment headings can be entered retrospectively.
In the Project tab, click on a
hole, then on the Hole Details
button to edit hole coordinates
and planned hole details
From the Menu tab,
tap Alignments
Tap on the appropriate
alignment to edit the heading

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9 Analysis and Deliverables
Click on any item in the Project tab to view details.
The Deployment Details window
opens. You can access views of the
deployment, details of each reading,
and a comparison with the design.
Click on a Deployment icon, then
on the Details button just beneath it.

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Reports and exports both allow you to select the holes and deployments which are included in
the deliverable.
By default, only surveyed holes are included.
For exports, select the required export file type, and then select the data required.
Reports and exports are
accessed from the Menu tab.
Change the selection
as required, then tap
Export.

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For reports just select the required data.
Change the selection as
required, then tap Print to
generate a report, or
Show to open the report
in a PDF viewer.