ISO 17078-2:2026
(Main)Oil and gas industries including lower carbon energy — Drilling, production and injection equipment — Part 2: Flow-control devices for side-pocket mandrels
- Abstract
This document provides requirements for subsurface flow-control devices used in side-pocket mandrels intended for use in the worldwide petroleum and natural gas industry. This document addresses injection-pressure-operated (IPO), production-pressure-operated (PPO), pilot, orifice, tubing-retrievable, and dummy flow-control devices. It includes requirements for selecting, designing, manufacturing, quality control, testing, and preparation for the shipping of flow-control devices. Additionally, it includes information regarding performance testing and calibration requirements. The installation and retrieval of flow-control devices is outside the scope of this document. Additionally, this document is not applicable to flow-control devices with concentric axes. This document does not include requirements for side-pocket mandrels, running, pulling, kick-over tools, or latches. Reconditioning of used flow-control devices is outside the scope of this document. This document supplements API Spec 19G2, 2nd edition (2020), the requirements of which are applicable with the exceptions specified in this document.
- Status
- Published
- Publication Date
- 24-Aug-2026
- Technical Committee
- ISO/TC 67/SC 4 - Drilling and production equipment
- Drafting Committee
- ISO/TC 67/SC 4/WG 4 - Production equipment
- Current Stage
- 6060 - International Standard published
- Start Date
- 25-Aug-2026
- Due Date
- 21-Sep-2026
- Completion Date
- 25-Aug-2026
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ISO 17078-2:2026 - Oil and gas industries including lower carbon energy — Drilling, production and injection equipment — Part 2: Flow-control devices for side-pocket mandrels
ISO 17078-2:2026 - Industries du pétrole et du gaz, y compris les énergies à faible teneur en carbone — Equipement de forage, de production et d’injection — Partie 2: Dispositifs de régulation de débit pour raccords à poche latérale
ISO 17078-2:2026 is an International Standard from ISO for subsurface flow-control devices used in side-pocket mandrels in the worldwide petroleum and natural gas industry. It specifies requirements for selecting, designing, manufacturing, quality control, testing, and shipping these devices, and it also covers performance testing and calibration. The document supplements API Spec 19G2, 2nd edition (2020), and is aimed at engineers, manufacturers, test labs, quality teams, and buyers who need a shared technical basis for these devices.
What does ISO 17078-2:2026 specify?
ISO 17078-2:2026 specifies requirements for flow-control devices intended for side-pocket mandrels, with a focus on how they are described, designed, qualified, and prepared for shipment. The standard excludes installation and retrieval, concentric-axis devices, side-pocket mandrels themselves, running, pulling, kick-over tools, latches, and reconditioning of used devices.
| Clause / table | What it covers |
|---|---|
| 1 | Scope and limits of application |
| 2 | Normative references |
| 3 | Terms and definitions |
| 4.1 | General requirements and reference substitutions |
| 4.2 / Table 1 | Technical specification and device descriptions |
| 4.3 / Table 2 | Validation and device functional testing overview |
The document is organized as a short supplement to API Spec 19G2. In practice, that means users apply the base API requirements and then add the ISO-specific changes given in Clause 4.
What are the key requirements of ISO 17078-2:2026?
ISO 17078-2:2026 keeps the requirements of API Spec 19G2, 2nd edition (2020), except where Clause 4 gives specific substitutions or additions. That matters because users must read the ISO document together with the API base text, not as a standalone replacement.
Clause 4.1 - Reference substitutions. Where API Spec 19G2 refers to API Q1, API 19G1, API 19G3, or API 19G4, the ISO document substitutes ISO 9000, ISO 17078-1, ISO 17078-3, and ISO 17078-4 respectively. This keeps the document aligned with ISO references used across the series.
Clause 4.2.1 / Table 1 - Device descriptions. ISO 17078-2:2026 adds and organizes the device types covered, including IPO, PPO, pilot, orifice, Venturi nozzle, shear orifice, dump/kill, dummy, and tubing-retrievable flow-control devices. For a reader, this is the classification used when specifying or ordering the device type.
Clause 4.2.1 - Well barrier note. The document notes that a flow-control device installed in a side-pocket mandrel may be used as a well barrier element, and it points users to ISO 16530-1 for well-barrier requirements and guidance. That matters when the device is part of well-integrity planning.
Clause 4.2.2 - Design practices. The standard adds minimum design practices such as locating the gas passage entry port in the gas passage undercut, rounding or beveling exterior surfaces, and preventing inadvertent unseating during pulling operations. In practice, these features support handling and reduce the risk of damage or unintended movement downhole.
Clause 4.2.2 - Tubing-retrievable design. For tubing-retrievable flow-control devices, the document requires a threaded connection to the mandrel and states that the whole gas lift valve shall remain within the outer diameter of the gas lift mandrel after connection. This is important for fit, retrieval, and compatibility with the mandrel assembly.
Clause 4.2.2 - Thread dimensions. The note points to ISO 7-1 for thread reference dimensions. Users need that reference when checking compatibility of threaded parts.
Clause 4.3 / Table 2 - Validation and functional testing. The document adds a testing overview that maps device grades to tests such as probe or travel, load rate, flow, back-check, open and close, actuation life cycle, erosion, shelf, and port/seat leakage. In practice, this tells manufacturers and test labs which qualification tests apply to a given device and service grade.
What terms does ISO 17078-2:2026 define?
ISO 17078-2:2026 uses a small set of device terms that are central to ordering, design, and testing.
- Tubing-retrievable flow-control device - A flow-control device fixed to a side-pocket mandrel that needs to be retrieved through the tubing.
- Injection-pressure-operated (IPO) flow-control device - A flow-control device opened by injection pressure.
- Production-pressure-operated (PPO) flow-control device - A flow-control device operated by production pressure.
- Pilot flow-control device - A device with a pilot section and a full-opening primary flow section.
- Orifice - A flow-control device with a designated inside diameter that cannot be closed.
- Dummy flow-control device - A blank device installed in a side-pocket mandrel to prevent flow or pressure communication.
- Side-pocket mandrel - The mandrel that holds the flow-control device in a side pocket within the completion string.
Who uses ISO 17078-2:2026?
ISO 17078-2:2026 is used by engineers, completion designers, manufacturers, quality control teams, and test laboratories working on petroleum and natural gas equipment. It is also relevant to operators and buyers who need to specify device type, service grade, validation tests, shipping preparation, and quality requirements for side-pocket mandrel applications. Because the standard covers design, testing, and shipment, it supports both product development and procurement.
What changed in ISO 17078-2:2026 from the previous edition?
ISO 17078-2:2026 is the second edition and cancels and replaces ISO 17078-2:2007, incorporating ISO 17078-2:2007/Cor 1:2009. The foreword states that the document was fully reorganized, that tubing-retrievable flow-control devices were added, and that ISO 16530-1 and ISO 7-1 were added to the bibliography.
Which standards are used with ISO 17078-2:2026?
- API Spec 19G2, 2nd edition (2020) - The base document that ISO 17078-2:2026 supplements.
- ISO 9000 - Replaces API Q1 references for quality management system fundamentals and vocabulary.
- ISO 17078-1 - Replaces API 19G1 references for side-pocket mandrels.
- ISO 17078-3 - Replaces API 19G3 references for running tools, pulling tools, kick-over tools, and latches for side-pocket mandrels.
- ISO 17078-4 - Replaces API 19G4 references for practices for side-pocket mandrels and related equipment.
- ISO 16530-1 - Provides well-integrity guidance when the device is treated as a well barrier element.
- ISO 7-1 - Gives pipe thread dimensions, tolerances, and designation for threaded connections.
What does the ISO 17078-2:2026 document contain?
ISO 17078-2:2026 contains a short set of clauses plus two technical tables in Clause 4. Table 1 sets out device groups and descriptions, including the added tubing-retrievable device type. Table 2 maps validation and functional tests to device grades, so users can see which tests apply to a given service level.
The document also contains design guidance for the device body, port location, handling shape, and the tubing-retrievable connection. Its testing overview covers probe or travel, load rate, flow, back-check, open and close, actuation life cycle, erosion, shelf, and port/seat leakage, which are the key checks used for qualification and acceptance planning.
Relations
- Effective Date
- 12-Feb-2026
- Effective Date
- 23-Sep-2023
Buy Documents
ISO 17078-2:2026 - Oil and gas industries including lower carbon energy — Drilling, production and injection equipment — Part 2: Flow-control devices for side-pocket mandrels
ISO 17078-2:2026 - Industries du pétrole et du gaz, y compris les énergies à faible teneur en carbone — Equipement de forage, de production et d’injection — Partie 2: Dispositifs de régulation de débit pour raccords à poche latérale
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Frequently Asked Questions
ISO 17078-2:2026 is a standard published by the International Organization for Standardization (ISO). Its full title is "Oil and gas industries including lower carbon energy — Drilling, production and injection equipment — Part 2: Flow-control devices for side-pocket mandrels". This standard covers: This document provides requirements for subsurface flow-control devices used in side-pocket mandrels intended for use in the worldwide petroleum and natural gas industry. This document addresses injection-pressure-operated (IPO), production-pressure-operated (PPO), pilot, orifice, tubing-retrievable, and dummy flow-control devices. It includes requirements for selecting, designing, manufacturing, quality control, testing, and preparation for the shipping of flow-control devices. Additionally, it includes information regarding performance testing and calibration requirements. The installation and retrieval of flow-control devices is outside the scope of this document. Additionally, this document is not applicable to flow-control devices with concentric axes. This document does not include requirements for side-pocket mandrels, running, pulling, kick-over tools, or latches. Reconditioning of used flow-control devices is outside the scope of this document. This document supplements API Spec 19G2, 2nd edition (2020), the requirements of which are applicable with the exceptions specified in this document.
This document provides requirements for subsurface flow-control devices used in side-pocket mandrels intended for use in the worldwide petroleum and natural gas industry. This document addresses injection-pressure-operated (IPO), production-pressure-operated (PPO), pilot, orifice, tubing-retrievable, and dummy flow-control devices. It includes requirements for selecting, designing, manufacturing, quality control, testing, and preparation for the shipping of flow-control devices. Additionally, it includes information regarding performance testing and calibration requirements. The installation and retrieval of flow-control devices is outside the scope of this document. Additionally, this document is not applicable to flow-control devices with concentric axes. This document does not include requirements for side-pocket mandrels, running, pulling, kick-over tools, or latches. Reconditioning of used flow-control devices is outside the scope of this document. This document supplements API Spec 19G2, 2nd edition (2020), the requirements of which are applicable with the exceptions specified in this document.
ISO 17078-2:2026 is classified under the following ICS (International Classification for Standards) categories: 75.180.10 - Exploratory, drilling and extraction equipment. The ICS classification helps identify the subject area and facilitates finding related standards.
ISO 17078-2:2026 has the following relationships with other standards: It is inter standard links to EN ISO 17078-2:2026, ISO 17078-2:2007. Understanding these relationships helps ensure you are using the most current and applicable version of the standard.
ISO 17078-2:2026 is available in PDF format for immediate download after purchase. The document can be added to your cart and obtained through the secure checkout process. Digital delivery ensures instant access to the complete standard document.
Standards Content (Sample)
International
Standard
ISO 17078-2
Second edition
Oil and gas industries including
2026-08
lower carbon energy — Drilling,
production and injection
equipment —
Part 2:
Flow-control devices for side-pocket
mandrels
Industries du pétrole et du gaz, y compris les énergies à faible
teneur en carbone — Equipement de forage, de production et
d’injection —
Partie 2: Dispositifs de régulation de débit pour raccords à poche
latérale
Reference number
© ISO 2026
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Supplements to API Spec 19G2, 2nd edition (2020) . 2
4.1 General requirements .2
4.2 Technical specification .2
4.3 Validation and device functional testing overview .3
Bibliography . 4
iii
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
has been established has the right to be represented on that committee. International organizations,
governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely
with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO document should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not
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For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 67, Oil and gas industries including lower carbon
energy, Subcommittee SC 4, Drilling, production and injection equipment, in collaboration with the European
Committee for Standardization (CEN) Technical Committee CEN/TC 12, Oil and gas industries including lower
carbon energy, in accordance with the Agreement on technical cooperation between ISO and CEN (Vienna
Agreement).
This second edition cancels and replaces the first edition (ISO 17078-2:2007), which has been technically
revised. It also incorporates the Technical Corrigendum ISO 17078-2:2007/Cor 1:2009.
The main changes are as follows:
— the document was fully reorganized;
— definition, description, design optimization and requirements related to tubing-retrievable flow-control
devices have been added to the document;
— ISO 16530-1 and ISO 7-1 have been added to the Bibliography.
A list of all parts in the ISO 17078 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.
iv
Introduction
This document supplements API Spec 19G2, 2nd edition (2020).
The technical requirements of this document and API Spec 19G2 used to be identical. In the meantime, API
Spec 19G2 has been technically revised as API Spec 19G2, 2nd edition (2020). The purpose of this edition
of ISO 17078-2 is to bring it up to date, by referencing the current edition of API Spec 19G2 and including
supplementary content.
v
International Standard ISO 17078-2:2026(en)
Oil and gas industries including lower carbon energy —
Drilling, production and injection equipment —
Part 2:
Flow-control devices for side-pocket mandrels
1 Scope
This document provides requirements for subsurface flow-control devices used in side-pocket mandrels
intended for use in the worldwide petroleum and natural gas industry. This document addresses injection-
pressure-oper
...
Norme
internationale
ISO 17078-2
Deuxième édition
Industries du pétrole et du gaz,
2026-08
y compris les énergies à faible
teneur en carbone — Equipement
de forage, de production et
d’injection —
Partie 2:
Dispositifs de régulation de débit
pour raccords à poche latérale
Oil and gas industries including lower carbon energy — Drilling,
production and injection equipment —
Part 2: Flow-control devices for side-pocket mandrels
Numéro de référence
DOCUMENT PROTÉGÉ PAR COPYRIGHT
© ISO 2026
Tous droits réservés. Sauf prescription différente ou nécessité dans le contexte de sa mise en œuvre, aucune partie de cette
publication ne peut être reproduite ni utilisée sous quelque forme que ce soit et par aucun procédé, électronique ou mécanique,
y compris la photocopie, ou la diffusion sur l’internet ou sur un intranet, sans autorisation écrite préalable. Une autorisation peut
être demandée à l’ISO à l’adresse ci-après ou au comité membre de l’ISO dans le pays du demandeur.
ISO copyright office
Case postale 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Genève
Tél.: +41 22 749 01 11
E-mail: copyright@iso.org
Web: www.iso.org
Publié en Suisse
ii
Sommaire Page
Avant-propos .iv
Introduction .v
1 Domaine d’application . 1
2 Références normatives . 1
3 Termes et définitions . 2
nde
4 Supplément à l’API Spec 19G2, 2 édition (2020). 2
4.1 Exigences générales .2
4.2 Spécification technique .2
4.3 Présentation de la validation et des essais fonctionnels du dispositif .3
Bibliographie . 5
iii
Avant-propos
L'ISO (Organisation internationale de normalisation) est une fédération mondiale d'organismes nationaux
de normalisation (comités membres de l'ISO). L'élaboration des Normes internationales est en général
confiée aux comités techniques de l'ISO. Chaque comité membre intéressé par une étude a le droit de faire
partie du comité technique créé à cet effet. Les organisations internationales, gouvernementales et non
gouvernementales, en liaison avec l'ISO participent également aux travaux. L'ISO collabore étroitement avec
la Commission électrotechnique internationale (IEC) en ce qui concerne la normalisation électrotechnique.
Les procédures utilisées pour élaborer le présent document et celles destinées à sa mise à jour sont
décrites dans les Directives ISO/IEC, Partie 1. Il convient, en particulier, de prendre note des différents
critères d'approbation requis pour les différents types de documents ISO. Le présent document a
été rédigé conformément aux règles de rédaction données dans les Directives ISO/IEC, Partie 2 (voir
www.iso.org/directives).
L'ISO attire l'attention sur le fait que la mise en application du présent document peut entraîner l'utilisation
d'un ou de plusieurs brevets. L'ISO ne prend pas position quant à la preuve, à la validité et à l'applicabilité de
tout droit de propriété revendiqué à cet égard. À la date de publication du présent document, l'ISO n'avait pas
reçu notification qu'un ou plusieurs brevets pouvaient être nécessaires à sa mise en application. Toutefois,
il y a lieu d'avertir les responsables de la mise en application du présent document que des informations
plus récentes sont susceptibles de figurer dans la base de données de brevets, disponible à l'adresse
www.iso.org/brevets. L'ISO ne saurait être tenue pour responsable de ne pas avoir identifié tout ou partie de
tels droits de brevet.
Les appellations commerciales éventuellement mentionnées dans le présent document sont données pour
information, par souci de commodité, à l'intention des utilisateurs et ne sauraient constituer un engagement.
Pour une explication de la nature volontaire des normes, la signification des termes et expressions
spécifiques de l'ISO liés à l'évaluation de la conformité, ou pour toute information au sujet de l'adhésion de
l'ISO aux principes de l'Organisation mondiale du commerce (OMC) concernant les obstacles techniques au
commerce (OTC), voir le lien suivant: www.iso.org/iso/fr/avant-propos.
Le présent document a été élaboré par le comité technique ISO/TC 67, Industries du pétrole et du gaz, y compris
les énergies à faible teneur en carbone, sous-comité SC 4, Equipements de forage, de production et d'injection.
en collaboration avec le Comité Européen de Normalisation (CEN), Comité Technique CEN/TC 12, Industries
du pétrole et du gaz, y compris les énergies à faible teneur en carbone, conformément à l'Accord de coopération
technique entre l'ISO et le CEN (Accord de Vienne).
Cette seconde édition annule et remplace la première édition (ISO 17078-2:2007), qui a fait l’objet d’une
révision technique. Il intègre également le Rectificatif technique ISO 17078-2:2007/Cor 1:2009.
Les principales modifications sont les suivantes:
— le document a été entièrement réorganisé;
— la définition, la description, l’optimisation de la conception et les exigences relatives aux dispositifs de
régulation de débit extractibles des tubes de production ont été ajoutés au document;
— les normes ISO 16530-1 et ISO 7-1 ont été ajoutées à la Bibliographie.
Une liste de toutes les parties de la série ISO 17078 se trouve sur le site web de l’ISO.
Il convient que l’utilisateur adresse tout retour d’information ou toute question concernant le présent
document à l’organisme national de normalisation de son pays. Une liste exhaustive desdits organismes se
trouve à l’adresse www.iso.org/fr/members.html.
iv
Introduction
nde
Le présent document complète l’API Spec 19G2, 2 édition (2020).
Les exigences techniques du présent document et de l’API Spec 19G2 étaient auparavant identiques. Entre-
nde
temps, l’API Spec 19G2-2010 a subi une révision technique donnant lieu à l’API Spec 19G2, 2 édition (2020).
La présente édition de l’ISO 17078-2 a pour objet sa mise à jour en faisant référence à l’édition en vigueur de
l’API Spec 19G2 et en incluant des contenus supplémentaires.
v
Norme internationale ISO 17078-2:2026(fr)
Industries du pétrole et du gaz, y compris les énergies à faible
teneur en carbone — Equipement de forage, de production et
d’injection —
Partie 2:
Dispositifs de régulation de débit pour raccords à poche
latérale
1 Domaine d’application
Le présent document définit les exigences relatives aux dispositifs souterrains de régulation de débit utilisés
dans les raccords à poche latérale en vue de leur utilisation dans l'industrie mondiale du pétrole et du
gaz naturel. Le présent document traite des dispositifs de régulation de débit actionnés par injection de
pression (IPO, injection-pressure-operated), actionnés par production de pression (PPO, production-pressure-
operated), pilotes, à orifice, récupérables par tubes de production et dispositifs factices. Il comprend les
exigences relatives à la sélection, la conception, la fabrication, le contrôle qualité, les essais et la préparation
à l'expédition de ces dispositifs de régulation de débit. Il comprend également des informations concernant
les essais de performance et les exigences en matière d'étalonnage.
L'installation et la récupération des dispositifs de régulation de débit n'entrent pas dans le champ
d'application du présent document. En outre, le présent document ne s'applique pas aux dispositif
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