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Carlson Boretrak3 User Manual

Borehole deviation survey system
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Boretrak3
Borehole deviation survey system
User manual
H-5911-9004-04-A
BT3 user manual - H-5911-9004-04-A
November 2024

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Summary of Contents for Carlson Boretrak3

  • Page 1 Boretrak3 Borehole deviation survey system User manual H-5911-9004-04-A BT3 user manual - H-5911-9004-04-A November 2024...

  • Page 3: Table Of Contents

    Boretrak3 hardware description ..............................51 Regular checks and preventative maintenance .......................... 69 SOFTWARE ........................................72 Setting up Carlson Boretrak software on an Android device ....................... 73 Setting up Carlson Boretrak software on a Windows device ....................... 79 Carlson Boretrak - Introduction ..............................84 Touch mode –...

  • Page 4: Introduction

    INTRODUCTION P a g e | 4 BT3 user manual - H-5911-9004-04-A...

  • Page 5: Customer Information

    Carlson is prohibited. Reverse engineering is also prohibited. The information in this manual is subject to change without notice. For any feedback or comments, or if there are questions about the Boretrak3 which are beyond the scope of this manual, contact Carlson Software.

  • Page 6: Manual Version

    1.2.1 Manual version The document number of this manual is H-5911-9004-04-A. Compiled in November 2024. The manual is based on Carlson Boretrak software version 1.5.25. Updates since manual version H-5911-9004-03-C: This is the first manual dedicated to the Boretrak3. •...

  • Page 7: Boretrak3 System Concepts

    Boretrak rods must be used. Your Boretrak3 probe will have been set as a Basic or Advanced unit in the factory. If your probe is set as a Basic unit, you can purchase an upgrade to convert it into an Advanced unit. Contact Carlson for details.
  • Page 8 At each deployment interval, with the system held steady, the operator on the surface records a time stamp using Carlson Boretrak. Once a survey has been completed, and the Boretrak3 is back on the surface, the Bluetooth link is re-established and all IMU data from the probe is automatically downloaded to Carlson Boretrak.

  • Page 9: Operational Guide

    OPERATIONAL GUIDE P a g e | 9 BT3 user manual - H-5911-9004-04-A...

  • Page 10: Imu Introduction

    3.2.1 Gyro alignment The gyro in the Boretrak3 does not output a heading with respect to north. The gyro can measure the angle that it is rotated through, but it cannot determine in which direction it is pointing when it is switched on.
  • Page 11 If the accelerometers detect that the Boretrak3 is held static at any point, then the gyro is effectively locked so that any drift during this period is ignored.
  • Page 12 Note that this error can only be registered by Carlson Boretrak while the Boretrak3 probe and tablet have a live Bluetooth communications link established. If the rotation limit is exceeded while the probe is out of Bluetooth range of the tablet, then the message only appears when the probe is recovered and the Bluetooth connection is restored.
  • Page 13 Underground mining environments are generally unsuitable due to the close proximity of metal infrastructure around most operations. In order to use, and fully optimise, the Boretrak3 magnetometer it is essential that you are aware of best practice for storage, handling, calibration and deployment of the probe.
  • Page 14 Cables incorporating magnetic connectors. • All of these items can affect the heading output of the Boretrak3. Even simply brushing the unit against highly magnetised objects while you are walking to the deployment location can have a detrimental effect on the performance of the Boretrak3.
  • Page 15 From a survey perspective, using the Boretrak3 magnetometer means you must be aware of the difference between magnetic north and grid north. See section 4.4 for further details. If you intend to use the magnetometer, take particular care when storing Boretrak3. See section 14.6 for further details.

  • Page 16: Geo-Referencing

    4.3 Orientation and positioning of the alignment jig Find a location for the alignment jig. The location must be close enough to the collar so that the Boretrak3 can be promptly deployed when the alignment is complete. The location should be solid and not subject to movement or vibrations. Ensure the jig is roughly horizontal (ie.
  • Page 17 Boretrak3 is to be used in conjunction with data from other systems such as a GNSS receiver, or a Quarryman Pro.
  • Page 18 The grid magnetic angle is the difference between magnetic north and grid north. This is a correction that is applied to the magnetic heading from the Boretrak3 to bring it in line with your grid heading. If you have the coordinates of hole collars in your project, the heading computed between any of these coordinates is the grid heading.
  • Page 19 Magnetic north 4.5°west of grid north. The grid magnetic angle is therefore -4.5°. The Boretrak3 is reading 0° in this position. Figure 3 Grid magnetic angle i When the Boretrak3 is physically aligned to grid north it therefore shows a reading of 4.5°.
  • Page 20 If we apply a grid magnetic angle of -4.5°, the Boretrak3 outputs 0°. The magnetic heading is now matched to the grid heading. Figure 5 Grid magnetic angle iii P a g e | 20 BT3 user manual - H-5911-9004-04-A...

  • Page 21: Starting A Survey

    • and free from damage. Load the batteries into the Boretrak3 nose cone and screw the nose cone securely onto the probe. The Boretrak3 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.
  • Page 22 The Browse window appears. Navigate to find the file containing the design holes. These may be in the form of a standard ASCII text file such a *.TXT or *.CSV file, or else a Carlson *.DRL file. P a g e | 22...
  • Page 23 To import holes from an ASCII text file, the ASCII Import window appears. Pre-defined import formats can be setup so that the file is directly imported into Carlson Boretrak. When importing for the first time, manually assign fields for the data in the *.CSV file. Tap on the header of a column then select the appropriate field from the Data drop- down list.
  • Page 24 After defining the last column, click Confirm, then Import. Figure 11 ASCII Import window > completing the import The design holes are loaded into the project. They are visible in the 3D View, listed in the Project window Holes tab, and also appear in the Project tab. Figure 12 Project window >...
  • Page 25 5.2.3 Connection On creation of a new project, Carlson Boretrak automatically starts searching for a paired Boretrak within communication range. Figure 13 Connecting to a Boretrak3 When Carlson Boretrak connects to the probe, the Boretrak tab is populated with Boretrak controls.
  • Page 26 5.3 Enabling / disabling the magnetometer On connection the Compass icon appears next to the Alignment button. Compass button Align button Figure 14 The Alignment and Compass buttons If the magnetometer is to be used it must be enabled. If the Compass button is green, then the magnetometer is enabled and the output is valid. •...

  • Page 27: Magnetic Calibration

    The aim during the calibration is to rotate the probe about all three axes to create a complete model of the magnetic environment onboard the Boretrak3, and to assess the local intensity of the earth’s magnetic field on your local site.
  • Page 28 Data is recorded whenever you are moving the probe. The calibration finishes when 1000 valid data points have been collected. As the calibration progresses, a sphere of points builds up in the 3D View of Carlson Boretrak software. Figure 17 Visualisation of data points collected during the calibration A ‘percent complete’...
  • Page 29 Tap Apply when asked ‘Do you wish to apply this magnetic calibration?’. Figure 19 Apply magnetic calibration The magnetic calibration is applied to the Boretrak3. A baseline level of the background magnetic field is now established and will be used to monitor the local magnetic field around the probe during all operations when the magnetometer is enabled.

  • Page 30: Computing A Grid Magnetic Angle

    7 Computing a grid magnetic angle When the magnetometer is enabled, it can provide a starting heading for the Boretrak3 survey. A grid magnetic angle can be applied to the raw magnetic heading to align it with your local grid heading (see section 4.4.1).
  • Page 31 The Compute from grid reference window appears. Figure 21 Compute from grid reference i On the right are two drop-down lists. Select the hole you are pointing towards in the Front Point drop-down list. Select the hole you are pointing from in the Back Point drop-down list. The coordinates of the selected holes are displayed.
  • Page 32 Tap Accept to save the computed grid magnetic angle to your project. The magnetic heading from the Boretrak3 magnetometer will now be corrected to match up with the grid heading and can be used for simple alignments on your site.

  • Page 33: Alignment With The Magnetometer Enabled

    Valid. Lay the Boretrak3 on the ground. Ideally set the probe on the alignment jig. The alignment jig provides a stable base for the probe. If the jig is left in place, the probe can be returned to the jig at a later stage in the survey to check the starting heading has been retained.
  • Page 34 ON. However, at any time in the project you can return the Boretrak3 to the alignment jig to check that the alignment heading is still correct. Tap the Alignment icon in the Boretrak tab and select Verify to check the change in heading that has occurred since the alignment took place.

  • Page 35: Alignment With The Magnetometer Disabled

    In this example, the survey starts at Hole 1. Position the alignment jig so that it is lined up between Hole 1 and Hole 2 (see Figure 20 Aligning the Boretrak3 between two holes). Ensure the jig is on solid ground and reasonably close to level (i.e.: within 20 degrees).
  • Page 36 From the moment the Boretrak3 is first aligned, the accuracy of the gyro is slowly deteriorating due to an accumulating angular error. This means that the deployment operation should be as prompt and efficient as possible.
  • Page 37 Figure 29 Alignment Options The Boretrak3 probe must be positioned on the alignment jig. The jig may be left in the same position as for the previous alignment, if it is still convenient to use it in that location, or it could be repositioned between the next two holes.

  • Page 38: Deployment

    10 Deployment In the Boretrak tab, the Align Gyro button turns green once the heading has been aligned. The button then disappears and an Alignment icon appears in the top of the Boretrak tab. The Compass icon also appears and remains green if the survey area is free of magnetic interference.
  • Page 39 Figure 33 Zoom in on the selected hole in the 3D View Deploy the Boretrak3 probe 2 m into the borehole. The deployment distance is measured from the nose of the probe. 2m will take the probe down the borehole so that the second nodule on the steel cable is level with the hole collar.
  • Page 40 Probe lowered until the second (2 m) nodule is level with the hole collar. First nodule on steel cable Figure 34 Deploying the probe into the hole With the second nodule against the hole collar, hold the probe still and tap Take Reading. In the 3D View, the probe progresses 2 m.

  • Page 41: Bluetooth Connection

    10.1 Bluetooth connection When the Boretrak3 probe starts a survey, there is a live Bluetooth link between the probe and the tablet. While the live link is retained, data is ‘silently’ downloaded from the probe to the tablet, approximately every thirty seconds.
  • Page 42 Continue with the deployment as before. In the 3D View all segments added after the Bluetooth link has been disconnected are shown as flashing place- holders. These segments are provisional and are just based on the last live reading taken. They will be updated when the Bluetooth link is reconnected, and data is downloaded from the probe at the end of the survey.
  • Page 43 10.2 Completing a deployment When you feel the Boretrak3 probe touch the end of the borehole, keep the steel cable tight so that the probe remains upright with respect to the hole.
  • Page 44 The next nodule that would have been used Final offset Hole collar Figure 40 Final offset at end of deployment Enter the measured offset into the Final Offset field. This value is deducted from the last reading’s full segment length. In the example in Figure 39 above, 8 * 2 m readings have been taken, giving a total of 16 m.

  • Page 45: Bluetooth Reconnection

    The current hole switches to your selected hole and the Boretrak tab is ready for the next deployment. 10.3 Bluetooth reconnection When you tap Finish to end a deployment, Carlson Boretrak automatically re-establishes the Bluetooth link as soon as the probe is detectable by the tablet’s Bluetooth antenna.

  • Page 46: Data Analysis And Deliverables

    11 Data analysis and deliverables All hole coordinates and alignment headings can be edited retrospectively. In the Project tab, click on a hole, then on the Hole Details button to edit hole coordinates and planned hole details. Figure 42 Edit hole details To edit alignment headings, go to the Menu tab and tap Alignments.
  • Page 47 Figure 44 Deployment details The Deployment Details window appears. A table shows details of each reading taken in the selected hole, including the deviation from the planned hole at each deployment depth. Figure 45 Deployment Details window 2D plots show different views of the surveyed hole alongside the planned hole. From the Menu tab, tap Reports to generate PDF reports of deployments in the project.

  • Page 48: Points To Remember

    12 Points to remember The following points summarise some important points to remember to ensure the optimal accuracy and consistency from your Boretrak3 surveys. If you are having problems with your survey results, check that all these points have been taken into consideration.
  • Page 49 For uphole deployments, you must use centralisers to hold the probe parallel to the sides of the hole. You may customise your own stabilisers to fit your local site requirements and hole sizes or, alternatively, contact Carlson for advice on disposable fittings such as those shown below. Figure 46 Boretrak3 probe fitted with centralisers for uphole deployment...

  • Page 50: Hardware

    HARDWARE P a g e | 50 BT3 user manual - H-5911-9004-04-A...

  • Page 51: Boretrak3 Hardware Description

    The Boretrak3 probe operates at any inclination. The IMU tracks the probe’s orientation whether it is deployed upwards, downwards, or horizontally. A ring of LEDs provides visible information on the status of the Boretrak3. The information conveyed is outlined below.

  • Page 52: Probe Power

    The nose cone at the bottom end of the probe houses the batteries and should be unscrewed for transportation or for changing the batteries. The Boretrak3 probe is ruggedised but should be handled with due care to best protect the calibrated sensors inside the housing.
  • Page 53 20 seconds to allow the supercapacitor to fully discharge. As described in the table in section 13.1, when the Boretrak3 probe is powered ON, the LEDs will light up, initially yellow and then in a colour and pattern dependent on the current status of the probe.

  • Page 54: Usb Drive

    Figure 50 Silicon grease A tube of silicon grease is supplied with the Boretrak3. This grease should be lightly smeared on the O-ring to ensure it is kept well lubricated and the probe retains its seal. Keep grease off the retaining thread.

  • Page 55: Transit Case

    Figure 52 Boretrak3 transit case Components of the Boretrak3 system are contained within a dedicated transit case. The case ensures the system is protected from shocks and vibrations. When the lid is closed and the latches are snapped in place, the case is both dust-tight and water-tight (IP67).

  • Page 56: Alignment Jig

    Figure 53 Gyro alignment jig (left) with probe during alignment (right) When in use, the gyro inside the Boretrak3 must be aligned before a deployment. The gyro is not a north-seeking device so unless the magnetometer is used, an initial starting heading must be defined. The starting heading forms the basis of all subsequent orientation data collected over the course of a deployment.
  • Page 57 Figure 54 Gyro alignment jig mounted on a survey tripod Wherever the jig is positioned, if it is held securely in place, multiple, repeatable alignments can be taken from the same position. Also, if required, the jig can be left in place for a surveyor to observe with their total station after the deployment has been completed.
  • Page 58 With the deployment adaptor connected to the selected deployment device, the adaptor can be connected to the Boretrak3 probe before commencing a survey. Retract the sprung brass cuff to reveal the quick release connection pin. Figure 56 Deployment adaptor with brass cuff un-retracted (left) & retracted (right) To connect the deployment adaptor to the probe, hold the two at 90°...
  • Page 59 Figure 58 Retracted deployment adaptor ready to connect to the probe Figure 57 Connecting the deployment adaptor to the probe Allow the brass cuff to spring back into place, locking the Boretrak3 probe in line with the deployment adaptor. Figure 59 Deployment adaptor connected to the probe To disconnect the probe, retract the brass cuff, move the probe so it is at a 90°...
  • Page 60 Red marker = 2m and subsequent even metre intervals Figure 61 Odd (left) and even (right) metre markers With the Boretrak3 probe connected to the cable, the first nodule along the cable from the probe is exactly 1 m from the tip of the Boretrak3 nose cone.
  • Page 61 13.8 Push rod system (optional) The push rod system is used to push the Boretrak3 probe during horizontal or uphole deployments. It is also suitable for use in shallow, downhole deployments when the hole is not steep enough for gravity to pull the probe down the hole under its own weight.

  • Page 62: Supplied Parts

    The first 50 m of the push rod is marked with nodules at one metre intervals. These nodules aid accurate deployment of the Boretrak3 probe. Even numbers of metres are marked with red nodules, odd numbers with silver. A brass cone connector is fastened to the end of the push rod. Screw the deployment adaptor into the brass cone connector.
  • Page 63 Wheel axle, M8 bolts and cotter pins Wheels Handles and M6 bolts Brake lever Figure 64 Push rod system parts 13.8.2 Assembly Thread the brake handle onto the hub of the drum axle. Drum axle Brake handle Figure 65 Attaching the break lever P a g e | 63 BT3 user manual - H-5911-9004-04-A...
  • Page 64 Hold the wheel axle against the push rod frame and align the holes in the axle with the holes in the frame. Insert a M8 x 45 mm screw through both holes in the wheel axle. Secure the axle to the frame with a nut and washer. Tighten the screw with a 6 mm hex key.
  • Page 65 Insert the handle into the connectors at the top of the frame. Ensure the holes in the handle are aligned with the holes in the frame. Insert a M6 x 40 mm screw through the holes in each connector. Secure the handle to the frame with a nut and washer.
  • Page 66 13.9 Boretrak rods (optional) A series of hinged Boretrak rods may be used to push the probe in an uphole or horizontal deployment. Figure 71 Rod rack with rods and probe attached The rods are produced in 1 m lengths. The exception to this is the ‘lead’ rod which is 0.3 m long. This shorter rod attaches directly to the probe.
  • Page 67 Figure 72 Quick release joint For longer deployments, further racks full of rods can be used. The rods form each stack join together in the same way as described above. To allow the rods to be pushed, the rods are joined with uni-directional uphole links which prevent them from doubling back on themselves.
  • Page 68 An Android device can run the Carlson Boretrak application and interact with the Boretrak3 probe. Figure 74 PDA An Android tablet or PDA can be supplied by Carlson as part of the Boretrak3 system. Carlson Boretrak is pre- loaded on any such device supplied by Carlson.

  • Page 69: Regular Checks And Preventative Maintenance

    Only use battery cells which are in an intact condition. Prior to each use, check the condition of your battery cells. If the plastic coating around the battery is pierced, ripped or torn, do not load the battery into the Boretrak3 probe.
  • Page 70 You should be aware of this when handling, transporting and storing the Boretrak3. Always store the Boretrak3 in its transit case. This will protect the probe from direct contact with any magnetised items.
  • Page 71 Remove the batteries from the nose cone when storing the probe in the transit case. Always store the Boretrak3 in a dry location within the recommended storage temperatures. P a g e | 71 BT3 user manual - H-5911-9004-04-A...

  • Page 72: Software

    SOFTWARE P a g e | 72 BT3 user manual - H-5911-9004-04-A...

  • Page 73: Setting Up Carlson Boretrak Software On An Android Device

    15.3 Recommended PDA settings On receipt of a new Boretrak3 system, no changes of any Android settings are required to run the PDA as part of the Boretrak3 system. However, it is recommended that you set the correct time and date for your region.
  • Page 74 The new installer is supplied as an *.APK file which is loaded onto the Carlson USB drive supplied with each Boretrak3 system. Connect the device to your PC using a USB cable. Copy the *.APK file from your PC to the root drive of the device (Figure 75).
  • Page 75 Boretrak3 probe must be ‘paired’. When purchased as a complete system, the Boretrak3 is supplied ready to use, with the Bluetooth connection already established. However, if you have purchased your own device or, if you are reconfiguring a device or swapping over a probe, you may find it necessary to establish / re-establish communications.
  • Page 76 A Bluetooth pairing request appears (Figure 79). Tap OK. A pairing code is required but this will be pre-entered by default. Tap Pair. The device pairs with the Boretrak3 probe. When successful, the Boretrak3 probe is listed under Paired devices.
  • Page 77 • There are no obstructions over the Boretrak3 probe’s LED window. • When you have checked each of these points, in the Bluetooth screen, tap Scan to check again for the Boretrak3 probe. 15.6 Data storage and file formats By default, projects created in Carlson Boretrak on an Android device are saved in the location: <AndroidDevice>:\Internal shared storage\Documents\Carlson Boretrak.
  • Page 78 Alternatively, in Carlson Boretrak, go to the Menu and select Send. A series of options are offered to send the project, or elements of it via different medium – Bluetooth, Wi-Fi, or Cell, depending on the options configured and available on your device.

  • Page 79: Setting Up Carlson Boretrak Software On A Windows Device

    Carlson Boretrak can be run in Desktop mode which is designed to be used in an office environment in conjunction with a standard mouse, keyboard and large monitor. Carlson Boretrak can also be run in Touch mode. This mode is optimized for use in the field on a touch-screen tablet.
  • Page 80 If you are supplying your own tablet, you must install the software before using your Boretrak3 for the first time. The Carlson Boretrak installer is loaded onto the USB drive packaged with all Boretrak3 systems. Updates are made available online.
  • Page 81 In your tablet go to Settings > Bluetooth & other devices. Ensure the Bluetooth switch is turned ON. Figure 83 Settings > Bluetooth and other devices The Boretrak3 probe is identified over Bluetooth by its serial number. To operate in conjunction with the tablet, the probe must be listed under Other devices.
  • Page 82 Figure 84 Add a device Tap Bluetooth. Windows searches for all Bluetooth devices within range. Your Boretrak3 probe appears on the list. Figure 85 Select the Boretrak3 probe Tap the Boretrak3 probe on the list. Windows connects to the probe and the devices are paired.
  • Page 83 16.6 Data storage and file formats A Carlson Boretrak project is saved as an *.NDV file. You can open this file from within Carlson Boretrak by using the Open function. Alternatively, double-click on the file in Windows Explorer to automatically open the selected project inside Carlson Boretrak.

  • Page 84: Carlson Boretrak - Introduction

    Carlson Boretrak runs on a Windows tablet / PC or on an Android device. The detailed description of the software in this manual focuses on the Windows version, but both versions run in an almost identical way.

  • Page 85: Touch Mode - Home Screen

    The main Touch mode interface appears with the 3D View on the left-hand side of the screen and the Boretrak tab on the right-hand side. The probe is displayed graphically on screen, located at the newly generated station. The Boretrak3 deployment is now ready to begin.
  • Page 86 Browse to the project location and select the *.NDV file to open the project in Carlson Boretrak. On opening a project, you can reconnect to a Boretrak3 via the Find Boretrak button on the Boretrak tab (see section 22.) or through the Project Details window (see section 21.1).
  • Page 87 • options in the list, please contact Carlson to make a request. Updates: Carlson Boretrak automatically checks for new versions when the tablet is connected to a • network. If a new version is available, hit the update button to download and update the software version.
  • Page 88 18.3.2 Boretrak The Boretrak tab collects together settings specifically concerning the operation of the Boretrak3. Figure 91 Settings > Boretrak Automatic naming – hole: select the naming convention for new holes. The Custom option allows you • to specify a project or site-specific hole-naming convention.
  • Page 89 18.3.3 Units The Units tab allows you to set the units of measurement for your project. Figure 92 Settings > Units • Metric: tap to set all units to default metric measurement units. Imperial: tap to set all units to default imperial measurement units. •...
  • Page 90 Square Feet Square Metres Square Yards Square Inches Square Kilometres Volume Unit • Cubic Feet Cubic Metres Cubic Yards Cubic Inches Litres US Gallons Angular unit: • Decimal degrees Degrees minutes Degrees, minutes, seconds Radians Gradians (gons) Heading: define the 0° reference direction: •...
  • Page 91 Deployment Length: define the units used to deploy the Boretrak3: • Meters Feet US Survey Feet Inches Centimetres P a g e | 91 BT3 user manual - H-5911-9004-04-A...
  • Page 92 The Folders tab defines the storage location of Carlson Boretrak projects on your tablet. Figure 93 Settings > Folders By default, Carlson Boretrak uses project files, as described in section 16.6. The Use Project Files radio button is selected by default.
  • Page 93 18.3.5 Interface The Interface tab collects together settings which determine the appearance of Carlson Boretrak on your tablet. Figure 94 Settings > Interface • UI scale: select a scale to ensure a best fit for Carlson Boretrak on your tablet.
  • Page 94 18.3.6 Graphics The Graphics tab collects settings relating to graphics performance. Figure 95 Settings > Graphics Pixel thickness: change the thickness of lines displayed in the 3D View. • • Near plane: the closest distance from your viewpoint that is rendered in the 3D View. Far plane: the furthest distance from your viewpoint that is rendered in the 3D View.
  • Page 95 Default Hole Location: defines the coordinates which are used when a hole is automatically generated • by Carlson Boretrak. These can be changed at any time before or after a survey. You may find it convenient to enter default station coordinates which are close to those of your local mine coordinate system.
  • Page 96 • Custom Prism 18.3.8 Imports The Imports tab lists all file formats which can be imported into Carlson Boretrak. Tap on any import to define default options for each format. These settings can also be altered during each individual import.
  • Page 97 18.3.10 Keystrokes The Keystrokes tab lists common actions in Carlson Boretrak and allows you to assign shortcut keys to each of these actions. This enables you to utilise hardware buttons on your mobile device to activate actions such as taking a reading or finishing a hole.
  • Page 98 There are three tabs at the top of the About window: About, Manuals and License. 18.4.1 About The About tab displays details of Carlson Boretrak including the version number which should be quoted during any support query to Carlson. If your tablet is connected to the internet, the Update button reports any new software versions that are uploaded to Carlson’s website.
  • Page 99 Figure 99 Carlson Boretrak Home screen with Light (left), Dark (centre) and Black (right) colour themes 18.6 Desktop Tap the Desktop button to change to Desktop mode. Carlson Boretrak automatically restarts and opens in Desktop mode (see section 23). 18.7 Exit Tap the Exit button to close Carlson Boretrak.

  • Page 100: Touch Mode - Screen Layout

    Note that you may use the options in the Settings window to modify the appearance from the default layout shown in this manual (see section 18.3). Also note that the screen will look different depending on the model and screen-size of the device on which Carlson Boretrak is running.

  • Page 101: Background Colour

    19.1.2 Boretrak3 model A model of the Boretrak3 is shown on screen while the Bluetooth connection is live. Once the gyro has been aligned, the internal sensors allow the model to be correctly orientated in real-time, showing the heading and inclination of the probe.
  • Page 102 The Planned hole is displayed in the 3D View as a solid blue line. 19.1.5 Deployments A Deployment is attached to a specific Hole. As the Boretrak3 is deployed, Boretrak readings are taken. These readings are all visible on-screen as they are recorded.

  • Page 103: View Tabs

    • 19.1.7 Imported data Any pre-existing data imported into the project can be viewed alongside data generated by the Boretrak3 within a project. The Project tab contains controls to turn imported data on and off in the 3D View window (see section 21.1.1).

  • Page 104: View Buttons

    19.3 View buttons Buttons along the bottom of the 3D View window provide options for viewing data. View control Drag Vertical and function Horizontal compass Figure 104 3D View buttons These buttons are described below. 19.3.1 Vertical and horizontal compass The vertical compass and horizontal compass are side bars in the 3D View which can be give a live readout of the direction and inclination in which you are viewing the data.
  • Page 105 Tap View to open the View dialog. Figure 107 View dialog A choice of Perspective or Orthographic view is available. In Perspective view, the data can be freely rotated. Objects which are far away are smaller than those • nearby. A perspective viewpoint gives more information about relative distances and is often easier to view as it is familiar from our real-life view of the world.

  • Page 106: Function Tabs

    Zoom: zooms in when you drag up the screen and zooms out when you drag down the screen. 19.4 Function tabs By default, on the right-hand side of the screen, are four function tabs which allow control of the Boretrak3 probe, provide data viewing and analysis tools, and enable management of the project.
  • Page 107 Tap the required tab to make it active. The active function tab is identified by a blue highlight. Tap the active function tab to retract it and switch the 3D View to a full screen display. The function tabs are each outlined in the following sections. Menu tab: see section 20.

  • Page 108: Menu Tab

    Select the appropriate project from the recent files list. Alternatively, tap Browse Files to open an Open File windows dialog. Browse to the project location and select the *.ndv file to open the project in Carlson Boretrak. On opening a project, you can reconnect to a Boretrak via the Find Boretrak button on the Boretrak tab (see section 22.) or through the Project Details window (see section 21.1).
  • Page 109 20.3 Import Tap Import to import other files into your active Carlson Boretrak project. These files may contain pre-existing data such as surveyed points, solids or linework. This data can be used as a backdrop to data collected with the Boretrak3.
  • Page 110 After accepting all settings, tap Export to generate the export. Note that some third-party packages do not support imports of holes which are identified with non-numeric characters. If this is the case for the desktop software you are using, keep the hole names in Carlson Boretrak as sequential numbers.
  • Page 111 Exit Tap Exit to exit Carlson Boretrak. A message window opens: ‘Do you want to save changes? All unsaved edits will be lost’. Tap Save to save all changes in your existing project and exit Carlson Boretrak. • • Tap Discard to reject any changes in your existing project and exit Carlson Boretrak.

  • Page 112: Project Tab

    21 Project tab The Project tab contains a record of all data collected or imported within the active Carlson Boretrak project. Figure 111 Project tab The list of elements in the Project tab expand indefinitely as more stations are added, scans are recorded, and data imported.
  • Page 113 Zoom: zooms in to the extents of the selected element, and all elements nested beneath it in the Project • tab. Use the drop-down list to select a pre-set view. • Export: exports the selected element and, by default, all elements nested beneath it in the Project tab. Individual elements can be switched on or off during the export process.
  • Page 114 21.1 Project At the top of the Project tab is the Project element. Project Project Details element button Figure 114 Project element Tap the Project Details button to open the Project Details window. Figure 115 Project Details > Project tab The Project Details window contains tabs.
  • Page 115 In the 3D View, the location of these coordinates is marked by a hole graphic. Tap Import to add holes from a file to the project. The file may be a Carlson *.DRL file, or a text file. The text file may contain hole name, row name, coordinates, and design information.
  • Page 116 Define the columns in the file and tap Import. The holes are added to the list in the Project window > Hole tab. Tap Add Hole to manually add a single hole to the project. The Hole Details window appears (see section 21.2.1). Enter the hole parameters as required.
  • Page 117 Tap the Pattern Details button to access the Pattern window for further editing of the layout of the rows and holes. 21.1.3 Deployments tab The Deployments tab lists the Boretrak3 deployments which have been carried out in the active project. Figure 120 Project Details > Deployments...

  • Page 118: Alignment Tab

    Tap on a deployment to open the appropriate Deployment Details window (see section 21.3.1). If data is missing from any of the deployments, tap the Find Missing Records button. Carlson Boretrak trawls through unutilised records that have been downloaded from a Boretrak3 and analyses whether they match up with the missing records in the listed deployments.
  • Page 119 In the Alignments tab, enter a Grid magnetic angle as required for your project. See section 4.4.1 for an explanation of the Grid magnetic angle. Tap Calculate to if you have a live connection to a Boretrak3 and want to compute a Grid magnetic angle using known coordinates. See section XXX.

  • Page 120: Layers Tab

    21.1.5 Layers tab The Layer controls provide tools to manage the layers into which the data in the 3D View is divided. Figure 123 Project Details window > Layers tab Layers are created for text, for each alignment, deployments, planned holes and for imported datasets. Tick or untick the Visible check box to turn the layer on or off in the 3D View.
  • Page 121 21.2 Hole Each Hole in a project has its own element in the Project tab. There may be multiple Holes in a Project and they may be setup in advance of field operations. Hole element Figure 124 Hole element The Hole may have one Planned and one or more Deployment elements nested beneath it. The Hole Visible / invisible button toggles all these elements on and off in the 3D View.
  • Page 122 To apply the same planned hole values to all holes which already exist in the active project, tap Set for All. Note that planned hole information can be imported into Carlson Boretrak in a text file along with hole coordinates (see section 5.2.2).
  • Page 123 21.2.3 Deployments tab The Deployments tab lists the Boretrak3 deployments which have been carried out from the selected hole. Figure 127 Hole > Deployments A list of all deployments made from the selected Hole are displayed. Each row in the list of deployments displays the Name of the deployment and the coordinates of the end of the deployment.
  • Page 124 21.3 Deployment Each Deployment in a project has its own element in the Project tab. There may be multiple deployments underneath a single Hole. • The Deployment Visible / invisible button toggles all these elements on and off in the 3D View. The Deployment Zoom button positions the extents of all these elements within the 3D View.

  • Page 125: Results Tab

    Results tab The Results tab displays a table containing details of each Boretrak reading that was taken during the selected deployment. One row represents one reading. Columns in the table display: Status: • A blue tick icon indicates that this reading has been successfully downloaded. Figure 130 Data downloaded and sound A download symbol indicates that the data is provisional and that the download has not yet occurred.
  • Page 126 Az: recorded azimuth / heading of the Boretrak3 probe • Inc: recorded inclination of the probe. • Length: distance travelled along the hole, as measured using the Segment Length (see section 22.4) and • the number of readings taken. The last reading also takes the Offset value into account (see section 10.2).
  • Page 127 Figure 136 Deployment Details > Editor tab Segments: these controls concern the deployment intervals used during the deployment. • Segment Length: edit the deployment interval that was used for the deployment. Final Offset: edit the offset that was entered after the last reading taken during the deployment. Planned deployment: adjust the parameters of the Planned hole (see section 21.2.2).
  • Page 128 Type: select the graphical appearance of the selected deployment: • Hidden: hides the deployment. Model: displays the deployment as a series of 1 m rods. Polyline: displays the deployment as a polyline. Tube: displays the deployment as a tube with a user-defined diameter. 2D Views The 2D Views show graphical views of the Deployment, together with the associated Planned Hole.

  • Page 129: Boretrak Tab

    The autodetect routine can be started automatically by tapping New from the Touch mode Home screen and creating a project. Alternatively, if you open an existing project and want to connect to a Boretrak3 probe, tap the Find Boretrak button in the Boretrak tab to initiate the autodetect routine.

  • Page 130: Probe Status

    Boretrak3 are sound and to read information from the probe. With all checks complete, a graphic of the Boretrak3 probe appears in the 3D View attached to the default Hole. The Boretrak tab becomes active, displaying deployment controls. These controls are outlined below.
  • Page 131 The battery status of your tablet is also displayed. 22.2.4 LED light icon The LED light icon reflects the colour of the LED light on the Boretrak3 probe. The LED light icon should be green before you start a deployment.
  • Page 132 22.2.6 Alignment icon The Alignment icon appears only when the Boretrak3 probe is aligned, and logging has been started. Tap on the icon to realign the probe or to verify the current alignment. Tap on the icon. The green Alignment button appears.

  • Page 133: Compass Icon

    22.5.1). Edit the details of the current alignment as required. 22.2.7 Compass icon The Compass icon appears only when the Boretrak3 probe is aligned. The icon has three states: Green: the magnetometer is enabled and the output is valid.

  • Page 134: Segment Length

    Zoom drop-down list to access pre-defined views of the hole. 22.4 Segment length During deployments, the Boretrak3 probe is lowered at fixed intervals. At each interval, the probe is held steady while a Boretrak reading is taken. Use the Segment length drop-down to define this deployment increment.
  • Page 135 The magnetometer can also be used for aligning the heading at the start of a survey. When OFF/disabled, the magnetometer is ignored. Prior to a Boretrak3 survey, take care to consider whether or not the magnetometer should be enabled for your operation. See section 3.3.
  • Page 136 Compass reading If the Boretrak3 is aligned, a raw magnetic heading from the compass is displayed. Grid magnetic angle The current Grid magnetic angle is displayed. Manually edit this angle as required. The grid magnetic angle is applied to the raw magnetic heading to give the live, corrected magnetic heading which is displayed in the Boretrak tab.
  • Page 137 Figure 153 Alignment window Aligning with the magnetometer If the magnetometer is enabled, the Magnetic tab on the right is visible. The Magnetic heading displays the raw magnetic heading from the magnetometer. The current grid magnetic angle is displayed. This value can be edited if required. The Grid heading on the left is derived from the magnetic heading plus the grid magnetic angle.
  • Page 138 In this case there are four options for aligning the Boretrak3. Manually enter a Grid heading. Use this option if you have positioned the probe in a direction of which the • grid heading is known, for example along a shotline.
  • Page 139 Note that this error can only be registered by Carlson Boretrak while the Boretrak3 probe and tablet have a live Bluetooth communications link established. If the rotation limit is exceeded while the probe is out of Bluetooth range of the device, then the message appears as soon as the Bluetooth connection is restored.
  • Page 140 Tap New to carry out another alignment. • If the magnetometer is disabled, return the probe to the alignment jig before proceeding. You may wish to carry out a new alignment regularly after each hole, or after every few holes, depending on the length of the holes and the time taken.

  • Page 141: Live Display

    Tap the Take reading button at fixed intervals as the probe is deployed. The process of collecting Boretrak readings during the deployment is entirely manual. Carlson Boretrak software must assume that when the Take reading button is tapped then the Boretrak has been deployed by the selected Segment length.
  • Page 142 22.9 Deployment status Live data from the gyro can only be displayed while Carlson Boretrak is connected to the Boretrak3. After the first reading is taken, the Bluetooth link is disconnected. Thereafter, the live display shows the deployment status. Figure 162 Live display after the first reading Segments: the total number of readings taken, irrespective of the Segment Length set for each reading.
  • Page 143 Tap Undo Last to remove a Boretrak reading that has been taken mistakenly. • When you feel the Boretrak3 probe touch the end of the borehole, keep the steel cable tight so that the probe remains upright with respect to the hole.
  • Page 144 Figure 164 Final Offset controls 22.12.1 Final offset Commonly, when the probe reaches the end of the hole, the last deployment interval does not equal the full, user- defined Segment Length (see section 22.4). The next nodule that would have been used in the deployment Final offset Hole collar...
  • Page 145 When the Final Offset is entered, tap Finish to complete the deployment. Retrieve the probe from the borehole. Carlson Boretrak attempts to reconnect to the probe. As soon as the connection is established, data is automatically downloaded from the probe to your device.
  • Page 146 22.13 Next Deployment controls The Next Deployment controls appear when a deployment is completed. Figure 166 Next Deployment controls 22.13.1 Records downloaded A message shows that data is downloading, or that it has been downloaded. 22.13.2 Select Next Deployment Select the next hole to survey. By default, the listed hole is the next hole sequentially within the project. To select a different hole, use the Select Next Deployment drop-down list to select the required hole.

  • Page 147: Desktop Mode

    23 Desktop mode When a project has been completed, the data is usually viewed and analysed back in the office. In this case, if you are using a larger format laptop or desktop computer then select Desktop mode. Desktop mode has a more traditional interface and is intended for use with a standard keyboard and mouse. Figure 167 Desktop mode All the same functionality is present in the Desktop mode, although the UI is arranged slightly differently.
  • Page 148 23.2 Home The Home menu bar includes all the controls which are present in the Menu tab in Touch mode (see section 20). In addition to these controls are: Touch button: A Touch button is available when first starting the software. The option to swap modes is •...
  • Page 149 Layer controls Layers are created for text, for each alignment, deployments, planned holes and for imported datasets. Tap List to open the Layer tab in the Project window (see section 21.1.5). Alternatively, the same operations can be carried out from the toolbar: Use the Current Layer drop-down to select a layer.

  • Page 150: Android Version

    24 Android version This manual has focused on the operation of Carlson Boretrak software on a windows tablet. As noted, a version of the software is also available for Android mobile devices. The interface and operation are almost identical and projects created in one version can be transferred and worked on in the other version.

  • Page 151: Landscape Mode

    The Menu, Project and Boretrak tabs are the same as the Windows version. 24.3.2 Landscape mode In landscape mode, the Carlson Boretrak interface has the same arrangement on an Android device as on a Windows tablet. Figure 170 Landscape mode 24.4 3D View...
  • Page 152 Look: sets the centre of rotation to be your current viewpoint, so you can look around the scene from a • fixed location. • Zoom: zooms in when you drag up the screen and zooms out when you drag down the screen. 24.5 Sending projects If your Android device has Wi-Fi or cellular connectivity you can share a project via any means available to your device.

  • Page 153: Product Information

    PRODUCT INFORMATION P a g e | 153 BT3 user manual - H-5911-9004-04-A...

  • Page 154: Product Specifications

    −10 °C to +60 °C Storage temperature (probe)** −20 °C to +70 °C * Proved under Carlson test conditions. **The probe operating & storage temperature may be limited by the choice of battery. P a g e | 154 BT3 user manual - H-5911-9004-04-A...

  • Page 155: System Information

    26.1.4 Safety The Boretrak3 is designed as a means of auditing the results of drilling activity quickly and accurately, for downhole and uphole use. The system is non-magnetic and therefore may be used in all types of rock, flooded holes and areas of ferrous materials and hole castings.
  • Page 156 – Limits and methods of measurement, the Boretrak3 probe is defined as Group 1, Class A equipment. The Boretrak3 probe is suitable for use in all locations other than those allocated in residential environments and those directly connected to a low-voltage power supply network which supplies buildings used for domestic purposes.

  • Page 157: Weee Directive

    26.1.13 Battery safety The Boretrak3 is supplied with non-rechargeable alkaline batteries (3 × Duracell LR20 1.5 V). The probe also contains a CR 2032 3 V 220 mAh lithium coin cell. The PDA contains a lithium polymer battery (4500 mAh).
  • Page 158 short circuiting prior to disposal. 26.1.15 Bluetooth module: U.S. compliance Contains Transmitter Module FCC ID: T9J-RN42 This device complies with part 15 of the FCC Rules. Operation is subject to the following two conditions: 1. This device may not cause harmful interference, and 2.

  • Page 159: Carlson Boretrak End User License Agreement

    IMPORTANT-READ CAREFULLY: This Carlson Software End-User License Agreement ("EULA") is a legal agreement between you (either an individual or a single entity) and Carlson Software, Inc for the software accompanying this EULA, which includes computer software and may include associated media, printed materials, and "online"...

  • Page 160: Security Mechanisms

    If Carlson consents to a transfer, such transfer shall be allowed only as a one-time permanent transfer of this EULA and Software to another end user, provided the initial End User retains no copies or previous versions of the Software.

  • Page 161: Update Policy

    End Users using the Software Product. These features will generally be password protected, with no other built security for Software Product usage. Carlson accepts no responsibility for compromised data or loss due to unauthorized messaging or communication through Cloud technology provided in the Software Product.
  • Page 162 27.1.10 Customer Service Although it is the LICENSOR's customary practice to provide reasonable assistance and support in the use of its products to its customers, LICENSOR shall not be obligated to any End User to provide technical assistance or support through this Agreement and may at LICENSOR's sole election charge a fee for customer support. 27.1.11 Termination of End User License If any one or more of the provisions of this Agreement is breached, the license granted by this Agreement is...

  • Page 163: U.s. Government Restricted Rights

    identity. 27.1.18 Civil/Criminal Investigation End user shall fully cooperate with LICENSOR and or any person authorized by LICENSOR (including local, state, or federal law enforcement officials) to investigate any alleged theft, misuse or unauthorized use of SOFTWARE or data related thereto. 27.1.19 U.S.

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