Epiroc FORDIA Casing Advancer Standard User manual

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Operating
Safety
Dear Operator,
Before pung your new equipment into use, we would like to direct your aenon to the safety aspects.
Drilling can be a hazard to you and to the environment. Good order, training, and well maintained equipment
are the key factors to safe operaon. This instrucon book is no replacement for thorough training, but will,
as a training aid and a reference book, help you maintain a safe working environment and keep the rig in good
operaonal condion.
Yours faithfully;
Fordia Powered by Epiroc
INTENDED USE
The Casing Advancer is intended for Surface exploraon and invesgaon drilling.
Any use going beyond this shall be considered “not intended use”. The manufacturer is then not liable for
damage incurred as a result. Unintenonal use shall be at the owner’s risk. Proper use also includes observing
informaon in operaon, service, and maintenance books as spulated by the manufacturer.
The Casing Advancer should be run, serviced and repaired by personnel properly trained for their task. These
personnel must have sound knowledge about hazards in their respecve profession.
General safety regulaons must be observed. Personnel should be aware of dangers resulng from abuse
of drugs and alcohols as well as eects of medicines legally prescribed, or mixture of any of them. The
manufacturer is not liable for any damage caused by unauthorized alteraons made to the unit.
1
Table of Contents
Secon 1. Operang Safety .................................................................................................................................................. 3
Intended Use ............................................................................................................................................................................. 3
1.1 Organizaonal Measures ................................................................................................................................................ 4
1.2 Operaon & Maintenance .............................................................................................................................................. 5
Secon 2. Operaon ............................................................................................................................................................. 6
2.1 Purpose ............................................................................................................................................................................... 6
2.2 Applicaon ........................................................................................................................................................................ 6
2.3 Operaon............................................................................................................................................................................ 7
Secon 3. Set Up .................................................................................................................................................................... 8
3.1 Casing Advancer Parts .............................................................................................................................................9 - 10
3.2 Component Descripon and Assembly ............................................................................................................. 11- 14

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1.2 Operation & Maintenance
1.2.1 In addion to this manual you should also have a good knowledge of generally recognized safety
and accident prevenon regulaons. If you follow the regulaons you stand a beer chance of
accomplishing your task without harm to either man or equipment.
1.2.2 Prior to using any In The Hole Tool (ITH) for the rst me, familiarize yourself with the tools features,
its controls and their funcons.
1.2.3 Various safety devices are built into the system of the Casing Advancer for your personal safety. These
devices must be checked at least once at the beginning of each shi to ensure that they are in full
working order. The equipment should not be used unless safety checks and maintenance have been
carried out according to the schedule.
1.2.4 Operators and helpers should wear helmets, (with ear protectors when called for), safety glasses,
safety shoes, gloves and suitable clothing. Loose ng clothing and jewellery can become caught in
the moving parts of the machinery, causing serious injury or even death.
1.2.5 Check the surroundings. During drilling and tramming no unauthorized person should be allowed
near the rig.
1.2.6 Use only authorized parts (Fordia Powered by Epiroc parts). Any damage or malfunction caused by
the use of unauthorized parts is not covered by warranty nor will Fordia Powered by Epiroc be held
responsible for any damage or injury.
1.2.7 Any warranty for work performed only covers Fordia Powered by Epiroc Products, Fordia Powered
by Epiroc components and work performed by authorized personnel.
Use only genuine
Fordia Powered by Epiroc parts.
1.1 Organizational Measures
1.1.1 The Casing Advancer shall be operated only by personnel who have undergone theorecal and
praccal training on diamond core drilling. Parcular emphasis shall be laid on Safety Precauons and
Maintenance.
1.1.2 Keep this instrucon book available on the rig at all mes.
1.1.3 Always use personal protecve equipment, as required by circumstances or demanded by regulaons.
1.1.4 If, during operaon of the unit, any abnormal acon in the safety or operaonal systems is observed;
the unit should be stopped and the problem be invesgated and reced.
1.1.5 Damaged components should be replaced immediately.
1.1.6 Welding repairs should NOT be carried out on this product. Special aenon must be given to
components which could cause injury or serious damage.
1.1.7 Aer repair make sure that the Casing Advancer has been inspected and approved by the proper
authories before being brought back to normal operaon.
1.1.8 Never make alteraons or modicaons to components of the unit, parcularly to the safety systems,
which might result in hazardous consequences. Modicaons done to the unit must be approved
and accepted by Fordia Powered by Epiroc in wring, in which, a revised operang procedure will be
provided if applicable.
Read the instrucon book carefully
before using the equipment.

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Operation
2.1 Purpose
The Casing Advancer allows drillers to advance casing through overburden or so and broken
ground without pre-drilling holes or cleaning casing. The casing advancer method uses drilling uid
(bentonite and water) as a circulaon medium and is a uid rotary drilling method. This method is
successful because the large diameter outer rods remain lled with drill uid and keep the sand down.
The casing advancer normally has a diamond bit and a tricone bit which can be removed via wire line.
Where spot coring or soil samples are desired, the system’s center-drill secon is quickly and easily
retrieved - via wireline - leaving the inside of the casing advancer clear for core barrel or sampling
tools. Aer coring, the center-drill secon can again be wirelined into place, the casing advanced
and full-hole drilling resumed.
2.2 Application
The Casing Advancer can be used with lightweight, all-terrain drills to drill water wells. The typical
applicaons are as following:
• Soil sampling and overburden coring in conjuncon with casing advancement
• Casing through dicult overburden and caving bedrock formaons
• Casing o the water environment from rivers and lakes, while drilling from barges or plaorms
• Over drilling lost or stuck tooling
• Piezometer or well installaons with minimal cungs
• Well abandonment
2
2.3 Operation
2.3.1 How the system works
An oversized casing shoe - matched to formaon hardness - is aached to drive coupling. A gauged
center drill tricone bit connected to the center-drill secon, is inserted into the casing, drive blade on
the center-drill secon, snap into driving ditches in the lower part of the drive coupling. As the casing
is rotated, the blades contact the driving ditches inside the drive coupling, forcing rotaon of the
tricone bit. The downhole pressure on the center tricone bit is maintained by the two latches on the
upper center-drill secon, these latches are engaged with the upper part of drive coupling.
The system’s oversized casing shoe allows passage of the large cungs generated by the rock tricone
bit, and the smaller diameter core-drill secon allows free passage of uid, cungs and lost circulaon
materials.
The casing advancer must be operated very carefully to avoid sand disturbance. Fluid is pumped down
the casing and up a narrow annulus along the exterior of the casing. Drilling the material with a slow
advance rate and with low pressure while maintaining circulaon is necessary to drill successfully with
this system. If circulaon return stops, blockage may be occurring; and if pump pressures increase,
hydraulic fracturing could occur.
2.3.2 Retrieve center-drill secon
Core or drive samples are available at any me simply by wirelining the overshot recovery tool into
the hole and recovering the center-drill secon. When the center-drill secon is retrieved, the spear
head is locked inside the overshot and pull up the retracng case to force the latches to release their
engaged on the drive coupling, overshot and wirelining can thus deliver the center-drill secon to the
surface, then return it downhole to its drilling posion.
Since casing advancers are «oversize», they require the next size larger overshot. For example, a NW
casing advancer uses a H size overshot.

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Set Up
3.1 Casing Advancer Parts
3.1.1 Parts Diagram
10
11
12
13
14
15
4
5
1A
3
2
6
7
8
9
19
18
17
23
22
20
15
14
13
12
11
21
16
3
3.1.2 Casing Advancer Parts List
Item Description NW HW HWT PW PWT Q T Y.
Standard & Excore Casing advancer 3760016233 3760016313 3760015073 3760015037 3760015074
DiscovOre Casing advancer 3760017565 3760017566 3760017567 3760017568 3760017569
1A Spearhead (for STD & EX Casing Advancer) 3760008252 1
1B Adapter (for DiscovOre Casing Advancer) 3760017564 1
2Latch retracting case 3760015671 3760015036 1
3Spring pin 1/2 x 2 3/4 9469705229 1
4Spring pin 3/8 x 2 3/4 3760014500 1
5Spring pin 1/4 x 2 3/4 3760014502 1
6Hex bolt 3/8-16 unc 9469705138 3760013477 1
7Spring seat washer 3760016238 3760015677 1
8Compressing spring 3760015675 1
9Latch piston 3760015676 1
10 Upper latch body 3760015673 1
11 Latch 3760015672 3760016286 3760015043 2
12 Spring pin 3/8 x 1-1/2 3760009916 2
13 Dowel pin 3760016239 3760009370 3760014146 2
14 Drive blade 3760011053 3760008186 3760011152 2
15 Dowel pin/spring pin 3760011018 3760011052 3760009370 2
16 Drive latch body 3108110305 3760016315 3760015042 1
17 Compression spring 3760008185 3760009364 3760011058 1*
18 Shim set 3760008223 3760008225 3760011109 1
19 Tricone adapter 3760011090 3760008205 3760011137 1
20 Driving coupling assembly 3760016235 3760016316 3760015071 3760015041 3760015058 1
21 Loading funnel 3760015632 3760016319 3760015045 1
Optional equipment
22 Casing shoe-gator super 9469704578 9469704507 9469704532 9469704662 9469704682 1
23 Tricone bit - steel tooth 3 7/8" 93002010 93002224 93002037 1
23 Tricone bit - tungsten carbide 3 7/8 93002155 93002165 93002171 1
Optional equipment (not shown)
24 Casing 0.6m 3760001266 3760001269 3760005093 3760007887 3760015060 1
25 Casing 1.5m 3760001267 3760001270 3760005094 3760007888 3760012066 1
26 Casing 3.0m 3760001268 3760001271 3760004281 3760007879 3760015062 1
27A Ex safety plus overshot (for STD & EX
Casing Advancer) 3760016280 3760016193 3760016192 1
27B Arrow 3S overshot (for DiscovOre Casing
Advancer) 3760017250 3760017250 or 3760017550 3760017550 1
Note:
* : the Qty is 2 for PW and PWT EX Casing Advancer
1B

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3.2 Assembly
• Use approved spare parts only. Any damage or malfuncon that can be aributed to use of unauthorized
spare parts is not covered by the warranty and invalidates producon liability.
• Always use proper personal protecve equipment while assembling the components of the hoisng plug.
• Always use proper tools while assembling the components of the hoisng plug.
3.2.1 Insert Upper Latch Body (item 10) into Latch Retracng Case (item 2).
3.2.2 Insert the two Latch (item 11) into the slots on
Retracng Case (item 2) and Upper Latch Body
(item 10), adjust Retracng Case to ensure the
pin holes on both Retracng Case and Upper
Latch Body are concentric.
Hammer the two 3/8 X 1 1/2 Spring Pin (item
12) into the pin holes, ensure the pin end in
correct posion to easily move the Retracng
Case without any obstrucon.
3.2.3 Put Latch Piston (item 9) onto Upper Latch Body (item
10) through Retracng Case (item 2). Then adjust
Retracng Case to ensure the pin holes on Retracng
Case and Latch Piston are concentric and in the center
line of slot on Upper Latch body, hammer the 3/8 X 2
3/4 Spring Pin (item 4) into the pin hole.
3.1.3 STD/EX& DiscovOre Casing Advancer Conversion
When use Arrow 3S Overshot, just use 3760017564 EX-D Casing Advancer Adapter to replace
3760008252 Spear head as below. Vice versa.
Spear head
3760008252
EX-D Adapter
3760017654
DiscovOre
SERIAL
STD/EX
SERIAL

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3.2.4 Put the Compress Spring (item 8) and Spring Seat Washer (item7) onto
Upper Latch Body (item 10) through the Retracng Casing (item 2),
ghten the 3/8 - 16 screw (item 6) into the Upper Latch Body.
The compress spring and the latch piston keep the latch on opening.
3.2.5 Insert Spear Head (item 1) into the Retracng Case (item 2), hammer the
1/2 X 2 3/4 Spring Pin (item 3) into the pin hole.
3.2.6 Screw up Drive Latch Body (item 16) onto the Upper Latch Body (item
10).
3.2.7 Put Compress Spring (item 17) into the hole on Drive Latch Body (item 16).
This spring keeps the drive latch on opening
3.2.8 Insert Drive Blade (item 14) into the slots on the Drive Latch
Body (item 16).
3.2.9 Hammer the two Dowel Pin (item 13) into the pin holes
through Drive Blade and Drive Latch Body, ensure the
Drive Blade rotate smoothly and the pin ends not exceed
the outer surface of Drive Latch Body---important: spring is
unacceptable .
3.2.10 Hammer the two Dowel Pin/Spring Pin (item 15) into the pin
holes on Drive Latch Body, ensure the Drive Blade extension
poron is between the Drive Latch Body and Dowel Pin, and
the pin ends not exceed the outer surface of Drive Latch Body.
3.2.11 Screw up Tricone Adapter (item 19) onto Drive Latch
Body (item 16) with Shim Set (item 18) between them.
The quanes of Shim Set are as required

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3.2.12 Screw up Tricone Bit Steel Tooth (item 23) into Tricone Adapter (item 19).
3.2.13 Screw up Casing Shoe (item 22) into Drive coupling assembly (item 20).
3.2.14 Insert Loading Funnel (item 21) into Drive coupling assembly (item 20),
then insert the center-drill secon (item 1 ~19, 23, Spear Head up) into
Loading Funnel, push the Drive Blade close with ngers to let the Drive
Blade into the Loading funnel, lower the center-drill secon slowly unl
the Drive Blade open and engaged. Remove the Loading Funnel.
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