ISO/FDIS 17078-2

Oil and gas industries including lower carbon energy — Drilling, production and injection equipment — Part 2: Flow-control devices for side-pocket mandrels

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.

Titre manque — Partie 2: Titre manque

Le présent document complète l’API [SPECIFICATION 19G2], 2nde édition (2020), dont les exigences sont applicables avec les exceptions spécifiées dans le présent document. La présente spécification concerne les dispositifs souterrains de régulation de débit utilisés dans les mandrins à poche latérale en vue de leur utilisation dans l'industrie mondiale du pétrole et du gaz naturel. Cette spécification concerne les 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 et dispositifs factices. Elle comprend des exigences relatives à la spécification, à la sélection, à la conception, à la fabrication, au contrôle de la qualité, aux essais et à la préparation de l'expédition des dispositifs de régulation de débit. Elle 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 de la présente spécification. En outre, cette spécification ne s'applique pas aux dispositifs de régulation du débit à axes concentriques. Cette spécification n'inclut pas les exigences relatives aux mandrins à poche latérale, aux outils de fonctionnement, de traction, d'enfoncement ou aux loquets qui peuvent ou non être couverts par d'autres documents de l'API. Le reconditionnement des dispositifs de régulation de débit usagés n'entre pas dans le champ d'application de la présente spécification.

General Information

• Status: Not Published
• ICS: 75.180.10 - Exploratory, drilling and extraction equipment
• Technical Committee: ISO/TC 67/SC 4 - Drilling and production equipment
• Drafting Committee: ISO/TC 67/SC 4/WG 4 - Production equipment
• Current Stage: 5020 - FDIS ballot initiated: 2 months. Proof sent to secretariat
• Start Date: 13-Apr-2026
• Completion Date: 13-Apr-2026

Relations

• Consolidates: FprEN ISO 17078-2 - Oil and gas industries including lower carbon energy - Drilling, production and injection equipment - Part 2: Flow-control devices for side-pocket mandrels (ISO/FDIS 17078-2:2026)
• Effective Date: 12-Feb-2026
• Revises: ISO 17078-2:2007 - Petroleum and natural gas industries — Drilling and production equipment — Part 2: Flow-control devices for side-pocket mandrels
• Effective Date: 23-Sep-2023

Overview

ISO/FDIS 17078-2:2026 sets out the minimum requirements for subsurface flow-control devices used in side-pocket mandrels within the petroleum and natural gas industry. This international standard, developed by ISO/TC 67/SC 4, addresses the needs of oil and gas operations-including lower carbon energy solutions-by specifying guidelines for injection-pressure-operated (IPO), production-pressure-operated (PPO), pilot, orifice, tubing-retrievable, and dummy flow-control devices. It focuses on their selection, design, manufacture, quality control, testing, and shipping preparation. This standard supplements API Spec 19G2, 2nd edition (2020) and includes updated and expanded requirements to align with recent industry advancements and global best practices.

Key Topics

• Flow-Control Device Types: Covers the requirements and descriptions for various flow-control devices, including IPO, PPO, pilot-operated, orifice, tubing-retrievable, and dummy devices for use within side-pocket mandrels.
• Design and Manufacturing: Provides comprehensive guidance on selecting suitable materials, optimizing designs for reliability and performance, and detailing best practices in manufacturing processes.
• Quality Control and Testing: Outlines quality management and testing requirements, performance validation, and calibration procedures to ensure devices meet stringent operational standards.
• Shipping Preparation: Advises on preparation processes to guarantee safe transportation and readiness for deployment.
• Supplemental Guidance: Incorporates references to well integrity standards (e.g., ISO 16530-1) and pipe threading specifications (ISO 7-1) to enhance compatibility and integrity within well operations.
• Exclusions: Clarifies that the standard does not address installation, retrieval, reconditioning, or requirements for associated tools, focusing strictly on the devices themselves.

Applications

ISO/FDIS 17078-2 is crucial for:

• Petroleum and Natural Gas Producers: Ensuring reliable flow control for injection, production, and well integrity in oil and gas wells worldwide.
• Engineering and Design Firms: Supporting the design and specification of flow-control devices to meet global quality and performance benchmarks.
• Manufacturers and Suppliers: Guiding the production and testing processes to achieve compliance and improve product assurance.
• Quality Assurance Teams: Establishing rigorous testing, validation, and calibration procedures, reducing operational risks in well interventions and production operations.
• Lower Carbon Energy Operations: Facilitating the adaptation of proven oil and gas technologies to emerging energy sectors, enhancing sustainability and reliability.

Key practical benefits include safer operations, enhanced equipment reliability, global interoperability of flow-control devices, and streamlined quality control from factory to field.

Related Standards

Organizations implementing ISO/FDIS 17078-2 should also reference:

• API Spec 19G2, 2nd Edition (2020): The primary specification for flow-control devices for side-pocket mandrels, supplemented by ISO/FDIS 17078-2.
• ISO 17078-1: Side-pocket mandrel requirements, providing context for device compatibility.
• ISO 17078-3: Procedures for running, pulling, and kick-over tools and latches associated with side-pocket mandrels.
• ISO 17078-4: Best practices and operational guidelines for mandrel-related equipment in the petroleum and natural gas industry.
• ISO 9000: General requirements for quality management systems, reinforcing manufacturing and testing quality.
• ISO 16530-1: Well integrity management across the well life cycle, emphasizing barrier elements.
• ISO 7-1: Specifications for pipe threads to ensure pressure-tight joints in high-integrity applications.

By applying ISO/FDIS 17078-2 in conjunction with these related standards, the industry can achieve a higher level of safety, quality, and interoperability in the use of flow-control devices for side-pocket mandrels globally.

Standards Content (Sample)

FINAL DRAFT
International
Standard
ISO/TC 67/SC 4
Oil and gas industries including
Secretariat: ANSI
lower carbon energy — Drilling,
Voting begins on:
production and injection
2026-04-13
equipment —
Voting terminates on:
2026-06-08
Part 2:
Flow-control devices for side-pocket
mandrels
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
ISO/CEN PARALLEL PROCESSING LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
Reference number
FINAL DRAFT
International
Standard
ISO/TC 67/SC 4
Oil and gas industries including
Secretariat: ANSI
lower carbon energy — Drilling,
Voting begins on:
production and injection
equipment —
Voting terminates on:
Part 2:
Flow-control devices for side-pocket
mandrels
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
© ISO 2026
IN ADDITION TO THEIR EVALUATION AS
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
ISO/CEN PARALLEL PROCESSING
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
or ISO’s member body in the country of the requester.
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: [phone]
Email: [e-mail]
Website: www.iso.org
Published in Switzerland Reference number
ii
Contents Page
Foreword .iv
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
constitute an endorsement.
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.
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.
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
FINAL DR
...

ISO/TC 67/SC 4/WG 4
Date: 2026-02-05
Secretariat: ANSI
Date: 2026-03-30
Oil and gas industries including lower carbon energy — Drilling,
production and injection equipment — —
Part 2:
Flow-control devices for side-pocket mandrels
FDIS stage
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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
EmailE-mail: [e-mail]
Website: www.iso.org
Published in Switzerland
ii
Contents
Foreword . iv
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 . 5

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
constitute an endorsement.
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 SC4SC 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.
This document supplements API Spec 19G2, 2nd edition (2020).
The completion string is typically used as a well barrier and flow control devices installed in a side pocket
mandrel may be used as a well barrier element. ISO 16530-1 Well Integrity Life Cycle Requirements should be
referenced for requirements and guidance on well barriers.
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.
The main changes are as follows:
— — Thethe document was fully reorganized;
— — Tubing-retrievable flow-control devices were added into the Scope.
— — The definition of tubing-retrievable flow-control devices was added in Clause 3 Terms and definitions.
iv
— — The, description of tubing-retrievable flow-control devices was added.
— — The, design optimization of tubing-retrievable flow-control devices was added in 6.3.9.
— — Theand requirements for testing ofrelated to tubing-retrievable flow-control devices werehave been
added in Table A.2 .to the document;
— — Supplementary ISO 16530-1 and ISO 7-1 have been added to the Bibliography.
A list of all parts in the ISO17078ISO 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.
v
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-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 f
...