SIST EN ISO 17078-1:2005

Petroleum and natural gas industries - Drilling and production equipment - Part 1: Side-pocket mandrels (ISO 17078-1:2004)

ISO 17078:2004 provides requirements for side-pocket mandrels used in the petroleum and natural gas industry. This part of ISO 17078 includes specifying, selecting, designing, manufacturing, quality control, testing, and preparation for shipping of side-pocket mandrels.
This part of ISO 17078:2004 does not address nor include requirements for end connections between the side-pocket mandrels and the well conduit. The installation and retrieval of side-pocket mandrels is outside the scope of this part of ISO 17078:2004. Additionally, this part of ISO 17078:2004 does not include specifications for centre-set mandrels, or mandrels that employ or support tubing-retrievable flow control devices.
This part of ISO 17078:2004 does not include gas-lift or any other flow-control valves or devices, latches, and/or associated wire line equipment that can or cannot be covered in other ISO specifications.
The side-pocket mandrels to which this part of ISO 17078:2004 refers are independent devices that can accept installation of flow-control or other devices down-hole.

Erdöl- und Erdgasindustrie - Bohr-und Fördereinrichtungen - Teil 1: Seitentaschen-Rohre (ISO 17078-1:2004

Dieser Teil der ISO 17078 legt Anforderungen an Seitentaschen-Rohre für die Erdöl- und Erdgasindustrie fest. Dieser Teil der ISO 17078 umfasst technische Festlegungen, die Auswahl, Konstruktion, Herstellung, Qualitätslenkung, Prüfung sowie die Vorbereitung zum Versand für Seitentaschen-Rohre.
Dieser Teil der ISO 17078 enthält keine Anforderungen für die Verbindungen zwischen den Seitentaschen-Rohren und den Bohrungsleitungen. Der Ein- und Ausbau von Seitentaschen-Rohren liegt nicht im Anwendungsbereich dieses Teil der ISO 17078. Des weiteren enthält die vorliegende Norm keine Festlegungen für Seitentaschen-Rohre, die zentriert sind oder Rohre mit steigrohrziehbaren Durchfluss-Regeleinrichtungen.
Dieser Teil der ISO 17078 enthält keine Festlegungen für Gaslift-Vorrichtungen oder sonstige Durchfluss-Regelventile oder Einrichtungen, Verriegelungen und/oder zugehörige drahtseilgeführte Werkzeuge, die
eventuell in anderen ISO-Normen enthalten sind.
Die in dieser Norm festgelegten Seitentaschen-Rohre sind unabhängige Einrichtungen, in die Durchfluss-Regel- oder andere Einrichtungen unter Wasser eingebaut werden können.

Industries du pétrole et du gaz naturel - Equipement de forage et de production - Partie 1: Raccords a poche latérale (ISO 17078:2004)

L'ISO 17078-1:2004 fournit des exigences relatives aux raccords à poche latérale utilisés dans les industries du pétrole et du gaz naturel. Elle porte sur la spécification, la sélection, la conception, la fabrication, la maîtrise de la qualité, les essais et la préparation avant l'expédition des raccords à poche latérale.
Aucune exigence relative aux raccordements d'extrémité entre les raccords à poche latérale et le conduit du puits n'est traitée dans l'ISO 17078-1:2004. L'installation et le retrait des raccords à poche latérale ne sont pas couverts par le domaine d'application de la présente partie de l'ISO 17078-1:2004. De plus, les spécifications relatives aux raccords placés au centre, ou aux raccords qui utilisent ou supportent des dispositifs de régulation de la vitesse d'écoulement récupérables dans les tubes, ne sont pas couvertes.
L'ISO 17078-1:2004 ne traite pas de l'extraction au gaz ou d'autres vannes ou dispositifs de régulation de la vitesse d'écoulement, des verrous et/ou des équipements à câble de forage associés qui peuvent éventuellement être couverts par d'autres spécifications ISO.
Les raccords à poche latérale auxquels l'ISO 17078-1:2004 se rapporte sont des dispositifs indépendants qui permettent l'installation de dispositifs de régulation de la vitesse d'écoulement ou d'autres dispositifs en fond de trou.

Industrija za predelavo nafte in zemeljskega plina - Vrtalna in proizvodna oprema - 1. del: Vpenjalna os s stranskimi žepi (ISO 17078-1:2004)

Ta del ISO 17078 podaja zahteve za vpenjalne osi s stranskimi žepi, ki se uporabljajo v industriji za predelavo nafte in zemeljskega plina. Ta del ISO 17078 zajema določanje, izbiranje, načrtovanje, izdelovanje, nadzor kakovosti, preskušanje in pripravo za transport vpenjalnih osi s stranskimi žepi.  Ta del ISO 17078 se ne ukvarja in ne zajema zahtev za končne priključke med vpenjalnimi osmi s stranskimi žepi in vodom vrtine. Namestitev in ponovna uporaba vpenjalnih osi s stranskimi žepi je izven področja tega dela ISO 17078. Poleg tega ta del ISO 17078 ne zajema specifikacij za centralno nameščene vpenjalne osi ali vpenjalne osi, ki uporabljajo ali podpirajo regulatorje pretoka z obnovljivimi cevovodi. Ta del ISO 17078 ne zajema plinskih dvižnikov ali kakršnih koli drugih ventilov ali naprav za nadzor pretoka, zapahov in/ali povezane žične opreme, ki jih lahko ali ne zajemajo druge ISO specifikacije. Vpenjalne osi s stranskim žepi, na katere se nanaša ta del ISO 17078, so neodvisne naprave, ki lahko sprejmejo namestitev regulatorjev pretoka ali drugih naprav v vrtini.

General Information

• Status: Published
• Publication Date: 31-Mar-2005
• ICS: 75.180.10 - Exploratory, drilling and extraction equipment
• Technical Committee: SS SPL - Technical Board for the general field
• Current Stage: 6060 - National Implementation/Publication (Adopted Project)
• Start Date: 01-Apr-2005
• Due Date: 01-Apr-2005
• Completion Date: 01-Apr-2005
• Ref Project: EN ISO 17078-1:2004 - Petroleum and natural gas industries - Drilling and production equipment - Part 1: Side-pocket mandrels (ISO 17078-1:2004)

Relations

• Amended By: SIST EN ISO 17078-1:2005/A1:2010 - Petroleum and natural gas industries - Drilling and production equipment - Part 1: Side-pocket mandrels - Amendment 1 (ISO 17078-1:2004/Amd 1:2010)
• Effective Date: 01-May-2010

Overview

EN ISO 17078-1:2004 (ISO 17078-1:2004) specifies requirements for side-pocket mandrels used in the petroleum and natural gas industries. Adopted by CEN as a European Standard, this part covers the specification, selection, design, manufacture, quality control, testing and preparation for shipping of side‑pocket mandrels used in drilling and production equipment. It defines minimum supplier/manufacturer obligations and a framework of grades and service classes to match product performance to application needs.

Note: this part does not cover end connections to well conduit, installation/retrieval operations, centre‑set mandrels, tubing‑retrievable devices, or the valves/latches/wireline equipment that may be covered in other ISO documents.

Key topics and technical requirements

• Functional and technical specifications - functional characteristics, well and operational parameters, compatibility with related downhole devices.
• Design criteria and validation - design verification, allowable design changes and validation grades to establish performance assurance.
• Quality control and testing - defined quality‑control grades, product‑functional testing grades, and corresponding inspection/testing requirements (including NDE).
• Environmental service classes - four service classes to select materials and corrosion/cracking resistance for H2S and other downhole conditions.
• Supplier/manufacturer requirements - documentation, data control, product identification, heat treatment, welding, non‑destructive examination (NDE), storage, shipping preparation and repair controls.
• Normative references - related standards cited include ISO 9000 (quality management), ISO 11960 (casing/tubing steel pipes), ISO 15156 (materials for H2S environments), and metallic testing standards (hardness, tensile).

Practical applications and who uses this standard

• Manufacturers and suppliers of side‑pocket mandrels use ISO 17078-1 to design and certify products that meet established industry minimums.
• Oil & gas operators and well engineers use it to specify mandrels that are compatible with well conditions and downhole equipment.
• Procurement and quality assurance teams rely on the standard to assess vendor conformity, testing regimes, traceability and shipping requirements.
• Regulators and certifiers may reference it when reviewing equipment suitability for field deployment, especially in corrosive or H2S‑containing environments.

Related standards

• ISO 17078 series (other parts under development: gas‑lift/flow control devices, latches/seals/interface data)
• ISO 9000 (Quality management)
• ISO 11960 (Casing and tubing steel pipes)
• ISO 15156 (Materials for H2S environments)
• ISO metallic testing standards (Brinell, Rockwell, tensile)

ISO 17078-1 is a practical reference for ensuring side‑pocket mandrels are designed, manufactured and tested to consistent, auditable industry practices for reliable downhole service.

Standards Content (Sample)

SLOVENSKI STANDARD
01-april-2005
Industrija za predelavo nafte in zemeljskega plina - Vrtalna in proizvodna oprema -
1. del: Vpenjalna os s stranskimi žepi (ISO 17078-1:2004)
Petroleum and natural gas industries - Drilling and production equipment - Part 1: Side-
pocket mandrels (ISO 17078-1:2004)
Erdöl- und Erdgasindustrie - Bohr-und Fördereinrichtungen - Teil 1: Seitentaschen-Rohre
(ISO 17078-1:2004
Industries du pétrole et du gaz naturel - Equipement de forage et de production - Partie
1: Raccords a poche latérale (ISO 17078:2004)
Ta slovenski standard je istoveten z: EN ISO 17078-1:2004
ICS:
75.180.10 Oprema za raziskovanje in Exploratory and extraction
odkopavanje equipment
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD
EN ISO 17078-1
NORME EUROPÉENNE
EUROPÄISCHE NORM
December 2004
ICS 75.180.10
English version
Petroleum and natural gas industries - Drilling and production
equipment - Part 1: Side-pocket mandrels (ISO 17078-1:2004)
Industries du pétrole et du gaz naturel - Equipement de
forage et de production - Partie 1: Raccords à poche
latérale (ISO 17078:2004)
This European Standard was approved by CEN on 17 November 2004.
CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this European
Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such national
standards may be obtained on application to the Central Secretariat or to any CEN member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CEN member into its own language and notified to the Central Secretariat has the same status as the official
versions.
CEN members are the national standards bodies of Austria, Belgium, Cyprus, Czech Republic, Denmark, Estonia, Finland, France,
Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Slovakia,
Slovenia, Spain, Sweden, Switzerland and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: rue de Stassart, 36  B-1050 Brussels
© 2004 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 17078-1:2004: E
worldwide for CEN national Members.

Foreword
This document (EN ISO 17078-1:2004) has been prepared by Technical Committee ISO/TC
67 "Materials, equipment and offshore structures for petroleum and natural gas industries" in
collaboration with Technical Committee CEN/TC 12 "Materials, equipment and offshore
structures for petroleum and natural gas industries", the secretariat of which is held by
AFNOR.
This European Standard shall be given the status of a national standard, either by publication
of an identical text or by endorsement, at the latest by June 2005, and conflicting national
standards shall be withdrawn at the latest by June 2005.

According to the CEN/CENELEC Internal Regulations, the national standards organizations of
the following countries are bound to implement this European Standard: Austria, Belgium,
Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary,
Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland,
Portugal, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.

Endorsement notice
The text of ISO 17078-1:2004 has been approved by CEN as EN ISO 17078-1:2004 without
any modifications.
INTERNATIONAL ISO
STANDARD 17078-1
First edition
2004-12-15
Petroleum and natural gas industries —
Drilling and production equipment —
Part 1:
Side-pocket mandrels
Industries du pétrole et du gaz naturel — Équipement de forage et de
production —
Partie 1: Raccords à poche latérale

Reference number
ISO 17078-1:2004(E)
©
ISO 2004
ISO 17078-1:2004(E)
PDF disclaimer
This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but
shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In
downloading this file, parties accept therein the responsibility of not infringing Adobe's licensing policy. The ISO Central Secretariat
accepts no liability in this area.
Adobe is a trademark of Adobe Systems Incorporated.
Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation
parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by ISO member bodies. In
the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below.

©  ISO 2004
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
ISO's member body in the country of the requester.
ISO copyright office
Case postale 56 • CH-1211 Geneva 20
Tel. + 41 22 749 01 11
Fax + 41 22 749 09 47
E-mail [e-mail]
Web www.iso.org
Published in Switzerland
ii © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
Contents Page
Foreword. iv
Introduction . v
1 Scope. 1
2 Normative references. 1
3 Terms and definitions. 2
4 Abbreviated terms. 7
5 Functional specification. 7
5.1 General. 7
5.2 Functional characteristics. 7
5.3 Well parameters. 8
5.4 Operational parameters. 9
5.5 Compatibility with related well devices . 9
5.6 Environmental service classes. 10
5.7 Design validation. 10
5.8 Product functional testing grades. 10
5.9 Quality-control grades. 10
5.10 Additional requirements. 10
6 Technical specification. 11
6.1 General. 11
6.2 Technical characteristics. 11
6.3 Design criteria. 12
6.4 Design verification. 13
6.5 Allowable design changes . 13
6.6 Design validation. 14
6.7 Product-functional testing requirements . 14
7 Supplier/manufacturer requirements. 15
7.1 General. 15
7.2 Documentation and data control. 15
7.3 Product identification requirements . 17
7.4 Quality-control requirement. 17
7.5 Heat treatment requirements . 19
7.6 Welding requirements. 20
7.7 Non-destructive examination (NDE) requirements. 20
7.8 Storage and shipping preparation . 22
7.9 Repair. 23
Annex A (normative) Environmental-service requirements. 24
Annex B (normative) Design-validation requirements . 26
Annex C (normative) Product-functional testing requirements . 30
Annex D (normative) Quality-control requirements. 33
Annex E (informative) Operating performance envelope . 35
Annex F (informative) Schematics of side-pocket mandrels . 38
Bibliography . 40

ISO 17078-1:2004(E)
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.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. ISO shall not be held responsible for identifying any or all such patent rights.
ISO 17078-1 was prepared by Technical Committee ISO/TC 67, Materials, equipment and offshore structures
for petroleum, petrochemical and natural gas industries, Subcommittee SC 4, Drilling and production
equipment.
ISO 17078 consists of the following parts, under the general title Petroleum and natural gas industries —
Drilling and production equipment:
 Part 1: Side-pocket mandrels
The following parts are under preparation:
 Part 2: Side-pocket mandrel gas lift valve and flow control devices
 Part 3: Latches, seals, and interface data for side-pocket mandrels and flow control devices
iv © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
Introduction
This part of ISO 17078 has been developed by users/purchasers and suppliers/manufacturers of side-pocket
mandrel products intended for use in the worldwide petroleum and natural gas industry. This part of
ISO 17078 is intended to provide requirements and information to all parties who are involved in the
specification, selection, manufacture, testing and use of side-pocket mandrel products. Further, this part of
ISO 17078 addresses supplier/manufacturer requirements that set the minimum parameters with which each
supplier/manufacturer shall comply, in order to be able to claim conformity with this part of ISO 17078.
This has been structured to allow different quality control grades to support quality control, design-validation,
design-verification, and product-functional testing. These variations allow the user/purchaser to select the
grades that are required for a specific application. If the user/purchaser does not specify a specific grade for
the following categories, the supplier/manufacturer will meet the requirements of grade 3.
Well environmental service classes. There are four environmental service classes for side-pocket mandrel
products that provide the user/purchaser with a range of choices to select products to meet varying
environmental conditions.
Design-validation grades. There are three design validation grades for side-pocket mandrel products that
provide the user/purchaser with a range of technical and performance requirements. Users of this part of
ISO 17078 should be aware that requirements in addition to those outlined herein might be needed for
individual applications. This part of ISO 17078 is not intended to inhibit a supplier/manufacturer from offering,
or the user/purchaser from accepting, alternative equipment or engineering solutions. Where an alternative is
offered, the supplier/manufacturer should identify any variations from this part of ISO 17078 and provide
details.
Product-functional testing grades. There are three product functional testing grades for side-pocket
mandrel products that provide the user/purchaser with a range of choices for validating that individual
products manufactured under this part of ISO 17078 meet the design specifications.
Quality-control grades. There are three quality-control grades that provide the user/purchaser with varying
grades of quality control requirements to meet specific preferences or applications. Additional quality
upgrades can be specified by the user/purchaser as supplemental requirements.
Annexes A, B, C and D of this part of ISO 17078 are normative requirements; Annexes E and F are
informative.
INTERNATIONAL STANDARD ISO 17078-1:2004(E)

Petroleum and natural gas industries — Drilling and production
equipment —
Part 1:
Side-pocket mandrels
1 Scope
This part of ISO 17078 provides requirements for side-pocket mandrels used in the petroleum and natural gas
industry. This part of ISO 17078 includes specifying, selecting, designing, manufacturing, quality control,
testing, and preparation for shipping of side-pocket mandrels.
This part of ISO 17078 does not address nor include requirements for end connections between the side-
pocket mandrels and the well conduit. The installation and retrieval of side-pocket mandrels is outside the
scope of this part of ISO 17078. Additionally, this part of ISO 17078 does not include specifications for centre-
set mandrels, or mandrels that employ or support tubing-retrievable flow control devices.
This part of ISO 17078 does not include gas-lift or any other flow-control valves or devices, latches, and/or
associated wire line equipment that can or cannot be covered in other ISO specifications.
The side-pocket mandrels to which this part of ISO 17078 refers are independent devices that can accept
installation of flow-control or other devices down-hole.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
ISO 6506-1, Metallic materials — Brinell hardness test — Part 1: Test method
ISO 6508-1, Metallic materials — Rockwell hardness test — Part 1: Test method (Scales A, B, C, D, E, F, G,
H, K, N, T)
ISO 6892, Metallic materials — Tensile testing at ambient temperature
ISO 9000:2000, Quality management systems — Fundamentals and vocabulary
ISO 9712, Non-destructive testing — Qualification and certification of personnel
ISO 11960:2001, Petroleum and natural gas industries — Steel pipes for use as casing or tubing for wells
ISO 15156-1, Petroleum and natural gas industries — Materials for use in H S-containing environments in oil
and gas production — Part 1: General principles for selection of cracking-resistant materials
ISO 15156-2, Petroleum and natural gas industries — Materials for use in H S-containing environments in oil
and gas production — Part 2: Cracking-resistant carbon and low alloy steels, and the use of cast irons
ISO 17078-1:2004(E)
ISO 15156-3, Petroleum and natural gas industries — Materials for use in H S-containing environments in oil
and gas production — Part 3: Cracking-resistant CRAs (corrosion-resistant alloys) and other alloys
1)
ANSI/NCSL Z540-1, Calibration Laboratories and Measuring and Test Equipment General Requirements
2)
ASME Boiler and Pressure Vessel Code, Section V, Nondestructive Examination
ASME Boiler and Pressure Vessel Code, Section VIII, Pressure Vessels, Division 1, Rules for Construction of
Pressure Vessels
ASME Boiler and Pressure Vessel Code, Section IX, Welding and Brazing Qualifications
3)
ASTM E94, Standard Guide for Radiographic Examination
ASTM E140, Standard Hardness Conversion Tables for Metals
ASTM E165, Standard Test Method for Liquid Penetrant Examination
ASTM E709, Standard Guide for Magnetic Particle Examination
4)
BS 2M 54:1991, Specification for temperature control in the heat treatment of metals
5)
SAE AMS-H-6875:1998, Heat Treatment of Steel Raw Materials
3 Terms and definitions
For the purpose of this document, the terms and definitions given in ISO 9000:2000 and the following apply.
3.1
acceptance
agreement/acknowledgement that side-pocket mandrel component(s) and/or assembly(ies) can be used
without restriction
3.2
certificate of conformance
documentation declaring that a specific side-pocket mandrel meets the requirements of this part of ISO 17078
and the requirements of the functional specification
3.3
coating
internal and/or external application of a material to a side-pocket mandrel for corrosion protection, paraffin
control, etc.
3.4
compressive load
force creating compression that may be applied to a side-pocket mandrel

1) NCSL International, 2995 Wilderness Place, Suite 107, Boulder, Colorado 80301-5404, USA.
2) American Society of Mechanical Engineers, Three Park Avenue, New York, NY 10016-5990, USA.
3) ASTM International, 100 Barr Harbor Drive, West Conshohocken, PA 19428-2959, USA.
4) British Standards Institute, Customer Services, 389 Chiswick High Road, London W4 4AL, UK.
5) SAE International, 400 Commonwealth Drive, Warrendale, PA 15096-0001, USA.
2 © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
3.5
date of manufacture
date of manufacturer's final acceptance of finished products
NOTE The date is expressed as “day-month-year” in the format DD-MM-YYYY.
3.6
deflector
internal device that guards landed side-pocket devices or discriminates the landing of side-pocket devices into
the side-pocket mandrel pocket (receptacle for mandrel devices), but deflects non-side-pocket devices, thus
allowing the latter to pass through the side-pocket mandrel, when being deployed down hole
3.7
design family
group of products whose configurations, sizes, materials and applications are sufficiently similar that identical
design methodologies can be used to establish the design parameters for each product within the family
3.8
design method
method, procedure or equations used by the supplier/manufacturer to design a side-pocket mandrel product
3.9
design validation
process of proving a design by testing to demonstrate conformity of the product to design requirements
[ISO/TS 29001:2003]
NOTE See also 5.7.
3.10
design verification
process of examining the result of a given design or development activity to determine conformity with
specified requirements
[ISO/TS 29001:2003]
3.11
dogleg
change in well bore inclination
NOTE The “severity” of the dogleg is proportional to the change in inclination, typically measured in degrees.
3.12
drift outside diameter
tube's ID through which all elements of the assembled side-pocket mandrel can pass
3.13
end connection
thread(s) on the side-pocket mandrel end(s) used to attach the side-pocket mandrel to the tubing string
3.14
environmental service class
category of environmental conditions for which the side-pocket mandrel product is designed to be used
NOTE See also 5.6.
3.15
external drifting
test to observe the unencumbered or unrestricted passage of a side-pocket mandrel having a specific
diameter through a drift test tool of specified inside diameter and length
ISO 17078-1:2004(E)
3.16
external test pressure
differential pressure between the applied external pressure and internal pressure at which a side-pocket
mandrel is tested for collapse resistance
3.17
full life cycle
expected period of time in which the product shall function according to manufacturer’s specifications
3.18
functionality
capability of a side-pocket mandrel to conform to defined properties, characteristics and limits
3.19
gas passage undercut
clearance between the flow-control device and the pocket of the side-pocket mandrel through which injected
media flow
3.20
heat
material originating from a final melt or cast lot
NOTE For re-melted alloys, the heat is the raw material originating from a single re-melted ingot.
3.21
internal drifting
test to observe the unencumbered or unrestricted passage of a drift bar having a specific diameter and length
through a side-pocket mandrel to determine its full-bore capability
3.22
internal test pressure
differential pressure between the applied internal pressure and external pressure at which a side-pocket
mandrel is tested for burst resistance
3.23
job lot
group or quantity of piece parts, sub-assemblies or assemblies that are grouped or processed together during
the manufacturing process
3.24
latch
retention mechanism for a flow-control device that is landed in the side-pocket mandrel
3.25
latch profile
feature such as a lug or recess that is suitable for the reception of the locking mechanism within a side-pocket
mandrel
3.26
linear indication
material inconsistency whose length is equal to or greater than three times the width of the material
inconsistency
3.27
linear mass
mass per length of tubular product
4 © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
3.28
manufacturing
process(es) and action(s) performed by an equipment supplier/manufacturer that are necessary to provide
finished component(s), assemblies, and related documentation that fulfil the requests of the user/purchaser
and that meet the standards of the supplier/manufacturer
NOTE Manufacturing begins when the supplier/manufacturer receives the order and is completed at the moment the
component(s), assembly(ies), and related documentation are transferred to a transportation provider.
3.29
model
side-pocket mandrels with unique components and functional characteristics that differentiate it from other
side-pocket mandrels of the same type
NOTE Side-pocket mandrels can have a variety of end connections.
3.30
operating environment
set of environmental conditions to which the product is exposed during its service life
NOTE Environmental conditions can include temperature, pressure, liquid composition and properties, gas
composition and properties, solids, etc.
3.31
operational parameter
requirement and/or restriction that the product is exposed to during its service life
EXAMPLES Operating environment, through-tubing drift, landing and retrieval of flow-control devices, passage of
various tools through the side-pocket mandrel, injection of various well treatment chemicals/fluids, etc.
3.32
orienting profile
design feature (e.g. orienting sleeve) of a side-pocket mandrel that acts together with certain wireline tools to
aid in radial and vertical alignment of tools used to install and remove side-pocket landed equipment
3.33
perceptible leak
any leak during a hydro test that can be observed
3.34
pocket
parallel bore, including sealing surfaces and latching profiles, that is offset from and essentially parallel with
the through-bore of the side-pocket mandrel
3.35
product functional-testing grade
category based on a defined range of processes, method(s) and/or test(s) that are used by the
supplier/manufacturer to demonstrate that a particular side-pocket mandrel has been manufactured to fully
meet the functional and manufacturing requirements for that product
3.36
quality-control grade
category based on a defined range of processes and/or method(s) that are used by the supplier/manufacturer
to assure the quality of the materials and manufacturing process(es) used to produce a particular side-pocket
mandrel
3.37
rated pressure
maximum differential pressure, at the rated temperature, to which the side-pocket mandrel is designed to be
subjected in normal operation
ISO 17078-1:2004(E)
3.38
rated temperature
maximum temperature, at the rated pressure, to which the mandrel is designed to be subjected in normal
operation in a well
3.39
rounded indication
material inconsistency that is circular or elliptical in shape, such that the length of the material inconsistency is
less than three times its width
3.40
side-pocket mandrel
tubing-mounted device that accepts a flow-control or other device in a bore that is offset from and essentially
parallel with the through-bore of the tubing product
NOTE This parallel bore includes sealing surfaces and latching profiles.
3.41
special-service side-pocket mandrel
side-pocket mandrel designed for special operations including chemical injection, CO injection, hydraulic
control, electrical control, or other applications where a secondary conduit terminates at the side-pocket
mandrel
3.42
supplier/manufacturer
company, organization or entity that designs, manufactures and/or markets side-pocket mandrel products
3.43
technical specification
parameter(s) stating the operating limit(s) relating to the manufacture of the component parts or assemblies
3.44
tensile load
maximum force creating tension that may be applied to a side-pocket mandrel, as defined by the
supplier/manufacturer
3.45
test pressure
maximum differential pressure between the applied pressure and atmospheric pressure, as specified by the
pertinent test procedure, when the test is conducted in such a way that the article being tested is a “closed”
system with no inputs or outputs allowed during the test time period
3.46
test temperature
temperature, as specified by the pertinent test procedure, at which the test is conducted
3.47
traceability
〈job lot〉 ability to identify individual components as originating from a particular job lot, including the particular
heat(s)
3.48
type
kind of side-pocket mandrel or other component (e.g. valve, flow control device, latch, wireline tool, etc.) that
is distinguished by a particular method of being positioned and retrieved from a well, and that has a specific
name and/or description
6 © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
3.49
user/purchaser
company, organization or entity that purchases, installs and/or uses side-pocket mandrel products
3.50
wireline
one type of equipment and associated technique(s) used to perform various operations in a well using a
continuous length of solid line (slick line) or stranded wire, appropriate spooling equipment at the surface and
weight stem and specialized tools attached to the well (downhole) end of the wire
3.51
yield strength
stress level measured at a specific test temperature beyond which the material plastically deforms and will not
return to its original dimensions
NOTE The yield strength is expressed in units of force per unit area.
4 Abbreviated terms
AWS American welding society
COC certificate of compliance
EOEC exclusive of end connections
ID inside diameter
NDE non-destructive examination method
OD outside diameter
PQR procedure qualification record
Ra roughness, expressed in micrometers (micro-inches)
WPS welding procedure specification�
WPQ welder performance qualification
5 Functional specification
5.1 General
The user/purchaser shall prepare a functional specification to order products that conform to this part of
ISO 17078. The specification shall specify the requirements and operating conditions listed in 5.2 through 5.10,
as appropriate, and/or identify the supplier’s/manufacturer’s specific product. These requirements and
operating conditions may be conveyed by means of a dimensional drawing, a data sheet, a functional
specification form (see Annex E), or other suitable documentation.
5.2 Functional characteristics
A side-pocket mandrel is a tubing-mounted device that accepts a flow-control or other device in a bore that is
offset from and essentially parallel with the through-bore of the tubing product. This parallel bore includes
sealing surfaces and latching profiles.
ISO 17078-1:2004(E)
The user/purchaser shall specify, as applicable, the following functional characteristics:
 latch: nominal size and/or type and/or model(s) of the latch(es) used to secure the flow-
control or other equipment to the side-pocket mandrel;
 seal bore: nominal seal bore size and configuration to accommodate the flow-control or
other devices and/or the model(s) of the flow-control or other device(s) to be
installed in the side-pocket mandrel;
 communication ports: location and configuration of the internal and external communication ports or
outlets on the side-pocket mandrel and/or the specification for which the side-
pocket mandrel is to be used and/or the model(s) of the flow-control or other
device(s) to be installed in the mandrel;
 conduit ports: connection size and configuration for the external ports and outlets to which side-
string, control or injection conduits are to be attached;
 tubing connections: top and bottom tubular connection(s) and the material and dimensions of the
side-pocket mandrel that is connected to the tubing; or tubing size, thread, mass,
grade, and material to which the side-pocket mandrel will be connected;
 loading conditions: loading conditions anticipated to be applied to the side-pocket mandrel, including
but not limited to tensile loads, burst pressures, collapse pressures, bending
stresses, etc.
5.3 Well parameters
5.3.1 General
The user/purchaser shall specify the well parameters listed in 5.3.2 through 5.3.5, as applicable.
5.3.2 Well-fluid parameters
Well-fluid parameters include production/injection composition, specific gravity, chemical/physical composition
and the condition of the fluid and/or its components, in the form of solids (sand production, scale, paraffin,
etc.), liquids, and/or gases to which the side-pocket mandrel will be exposed during its full life cycle, together
with both the minimum and the maximum anticipated values of the production/injection pressures, pressure
differentials, temperatures and expected flow rates.
5.3.3 Well physical parameters
The following physical well parameters shall be defined:
 size, material, mass and grade of the casing and tubing;
 well depth and trajectory from the vertical to the installed position;
 deviations and restrictions through which the product is required to pass;
 loading conditions anticipated to be applied to the side-pocket mandrel.
5.3.4 Allowable well operations
Expected well intervention(s) together with its (their) parameters include the following:
 acidizing, including acid composition, pressure, temperature, and acidizing velocity as well as exposure
time, and any other chemicals used during the stimulation;
 fracturing, including proppant description, fracture fluid velocity, proppant/fluid ratio;
8 © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
 sand consolidation operations;
 electric line, wireline, coiled tubing, snubbing, and other through-tubing conveyance methods;
 devices which might be run/installed via these means;
 size, type, and configuration of other products to be used in conjunction with the side-pocket mandrel,
where applicable;
 hole deflections including “doglegs.” State the depth of any “dogleg” and its measured deviation.
5.3.5 Corrosion information
If the user/purchaser has access to the corrosion property data for the operating environment based on
historical data and/or research, this information may be made available to the supplier/manufacturer; or the
user/purchaser shall indicate to the supplier/manufacturer which material(s) has/have the ability to perform as
required within the particular corrosion environment.
5.4 Operational parameters
The user/purchaser shall specify specific installation, testing and operational parameters to which the side-
pocket mandrel will be subjected. These shall include but are not limited to the following:
 expected maximum external-to-internal differential pressure across the side-pocket mandrel;
 expected maximum internal-to-external differential pressure across the side-pocket mandrel;
 expected maximum tubing force on the mandrel;
 expected maximum temperature at the mandrel;
 expected maximum gas- and/or fluid-injection rate and rate of fluid production at the mandrel;
 expected installation, testing, and operational procedures.
There can be exceptional operating conditions that require side-pocket mandrel products that are clearly
outside of the scope of this part of ISO 17078. In such cases, the user/purchaser and the
supplier/manufacturer should work together to design mutually acceptable products to meet these
requirements and the intent of this part of ISO 17078.
5.5 Compatibility with related well devices
5.5.1 General
The user/purchaser shall provide data/information such as maximum length, maximum outside diameter, etc.
on any other related well products (e.g. sub-surface safety valves, wireline tools, electrical cables, injection
conduits, tubing strings and associated equipment for dual completions, etc.) that will be run in conjunction
with the side-pocket mandrel. This information may be conveyed by means of a dimensional drawing, a data
sheet, or other suitable documentation. The purpose is to assure compatibility between the other well products
and the side-pocket mandrel.
5.5.2 Polished bore dimensions
Table 1 specifies the polished bore dimensions required for side-pocket mandrels built in accordance with this
part of ISO 17078. There can be occasions where the design of the side-pocket mandrel can require polished
bore dimensions other than those listed. In those cases, agreement between user/purchaser and
supplier/manufacturer shall be documented.
ISO 17078-1:2004(E)
5.6 Environmental service classes
The user/purchaser shall specify one of the following four environmental service classes, the requirements for
which are specified in detail in Annex A. See also 6.3.2.
 E1: “standard” service;
 E2: “H S” or “sour” service;
 E3: “CO ” service;
 E4: “special” service, for which the user/purchaser shall specify the service characteristics.
5.7 Design validation
The user/purchaser shall specify one of the following three design-validation grades, the requirements for
which are defined in Annex B. See also 6.6.
 V3: basic level of design validation;
 V2: intermediate level of design validation (destructive testing or FEA/strain gauge testing);
 V1: highest level of design validation (FEA/strain gauge testing and special wireline operational testing).
5.8 Product functional testing grades
The user/purchaser shall specify one of the following three product functional testing grades, the requirements
for which are defined in Annex C. See also 6.7.
 F3: basic level of product functional testing;
 F2: intermediate level of product functional testing;
 F1: highest level of product functional testing.
5.9 Quality-control grades
The user/purchaser shall specify one of the following three quality control grades, the requirements for which
are defined in Annex D. See also 7.4.4.
 Q3: basic level of quality control;
 Q2: intermediate level of quality control;
 Q1: highest level of quality control.
5.10 Additional requirements
The user/purchaser may specify additional design-verification, design-validation testing and/or product-
functional testing that is deemed necessary for a specific application. These requirements shall be in addition
to those included herein.
10 © ISO 2004 – All rights reserved

ISO 17078-1:2004(E)
6 Technical specification
6.1 General
The supplier/manufacturer shall prepare the technical specification to meet the requirements defined in the
user/purchaser’s functional specification. The supplier/manufacturer shall also provide to the user/purchaser
the product data sheet as defined in 7.2.2.
6.2 Technical characteristics
6.2.1 Criteria
The supplier/manufacturer shall design and manufacture the side-pocket mandrel product in accordance with
the functional criteria listed in 6.2.2 through 6.2.8.
6.2.2 Flow control device
The side-pocket mandrel shall receive, secure and provide a sealing receptacle for the flow-control or other
device that is installed in the side-pocket mandrel and the flow-control device shall remain secured in place
until human intervention establishes otherwise.
6.2.3 Functional requirements
While the flow-control or other device is installed, the side-pocket mandrel shall perform in accordance with its
functional specification.
6.2.4 Safe tool passage
The side-pocket mandrel, where applicable, shall allow safe passage of tools as specified in 5.3.4.
6.2.5 Corrosion requirements
The supplier/manufacturer may specify materials for a specific corrosion environment in the functional
specification (see 5.3.5). The user/purchaser shall be notified that this material has performance
characteristics suitable for all parameters specified in the well and production/injection parameters (see 5.4).
This applies to metallic and non-metallic components. Before any change in materials from those indicated by
the user/purchaser, agreement shall be obtained.
6.2.6 Operating parameters
The side-pocket mandrel shall perform in conjunction with the operating parameters and characteristics as
specified in the functional specification.
6.2.7 Other tools in the annulus
Other equipment can be required to be installed in the annulus of the well in accordance with the functional
specification. This may include such items as another tubing string, if the well is completed as a dual flowing
or gas-lift well.
6.2.8 Auxiliary connections
Connections to attach auxiliary tubes/cables that are implemented with the side-pocket mandrel shall meet the
required pressure, temperature, and environmental specifications for the side-pocket mandrel.
ISO 17078-1:2004(E)
6.3 Design criteria
6.3.1 General
The supplier/manufacturer shall use the design criteria listed in 6.3.2 through 6.3.9 in designing the side-
pocket mandrel(s). Side-pocket mandrels conforming to this part of ISO 17078 shall be manufactured to
drawings and specifications that are substantially the same as those for a side-pocket mandrel that has
passed the design-validation test. Additive dimensional tolerances of components shall be such that proper
operation of the side-pocket mandrel is assured. The design shall take into account the effects of pressure
containment and pressure-induced loads.
6.3.2 Material environmental service class
The supplier/manufacturer shall meet the environmental service requirements as specified by the user
purchaser. Specifications of the material requirements to be met in association with each environmental
service class are included in Annex A.
6.3.3 Sealing bore diameters
The pocket of the side-pocket mandrel shall be designed and manufactured to provide sealing bore diameters
in accordance with this subclause.
The side-pocket sealing bores shall be offset relative to the through-bore centreline of the side-pocket mandrel.
The as-machined centreline of all sealing bores within a side-pocket shall be concentric to within 0,127 mm
(0.005 in) or a total indicator reading of 0,
...