SIST EN ISO 17078-2:2008

Petroleum and natural gas industries - Drilling and production equipment - Part 2: Flow-control devices for side-pocket mandrels (ISO 17078-2:2007)

This part of ISO 17078 provides requirements for subsurface flow-control devices used in side-pocket mandrels (hereafter called flow-control devices) intended for use in the worldwide petroleum and natural gas industry. This includes requirements for specifying, selecting, designing, manufacturing, quality-control, testing and preparation for shipping of flow-control devices. Additionally, it includes information regarding performance testing and calibration procedures. The installation and retrieval of flow-control devices is outside the scope of this part of ISO 17078. Additionally, this part of ISO 17078 is not applicable to flow-control devices used in centre-set mandrels or with tubingretrievable applications.

Erdöl- und Erdgasindustrie - Bohr- und Produktionsausrüstungen - Teil 2: Durchfluss-Regelvorrichtungen für Gaslift-Ventile (ISO 17078-2:2007)

Industries du pétrole et du gaz naturel - Équipement de forage et de production - Partie 2: Dispositifs de régulation de la vitesse d'écoulement pour raccords à poche latérale (ISO 17078-2:2007)

L'ISO 17078-2:2007 fournit des exigences applicables aux dispositifs de régulation de la vitesse de l'écoulement au-dessous de la surface, utilisés dans des raccords à poche latérale (appelés ci-après dispositifs de régulation de la vitesse de l'écoulement) prévus pour être utilisés dans les industries du pétrole et du gaz naturel dans le monde entier. Cela inclut des exigences destinées à spécifier, sélectionner, concevoir, fabriquer, effectuer un contrôle de la qualité, effectuer des essais et une préparation avant l'expédition de dispositifs de régulation de la vitesse de l'écoulement. En outre, elle comprend des informations concernant les essais de performances et les méthodes d'étalonnage.
L'installation et la récupération de dispositifs de régulation de la vitesse de l'écoulement ne s'inscrivent pas dans le domaine d'application de l'ISO 17078-2:2007. En outre, l'ISO 17078-2:2007 n'est pas applicable à des dispositifs de régulation de la vitesse de l'écoulement utilisés dans des raccords à l'installation centrale ou à des applications à tubage récupérables.
L'ISO 17078-2:2007 n'inclut pas d'exigences pour les raccords à poche latérale, pour les outils de déplacement, de traction et de renversement et les verrous qui pourraient ou pourraient ne pas être couverts dans d'autres spécifications de l'ISO. Le reconditionnement des dispositifs de régulation de la vitesse de l'écoulement n'appartient pas au domaine d'application de l'ISO 17078-2:2007.

Industrija za predelavo nafte in zemeljskega plina - Vrtalna in proizvodna oprema - 2. del: Naprave za regulacijo pretoka za vpenjalne osi s stranskimi žepi (ISO 17078-2:2007)

General Information

• Status: Published
• Publication Date: 15-Jan-2008
• ICS: 75.180.10 - Exploratory, drilling and extraction equipment
• Technical Committee: I13 - Imaginarni 13
• Current Stage: 6060 - National Implementation/Publication (Adopted Project)
• Start Date: 08-Jan-2008
• Due Date: 14-Mar-2008
• Completion Date: 16-Jan-2008
• Ref Project: EN ISO 17078-2:2007 - Petroleum and natural gas industries - Drilling and production equipment - Part 2: Flow-control devices for side-pocket mandrels (ISO 17078-2:2007)

Relations

• Corrected By: SIST EN ISO 17078-2:2008/AC:2010 - Petroleum and natural gas industries - Drilling and production equipment - Part 2: Flow-control devices for side-pocket mandrels (ISO 17078-2:2007/Cor 1:2009)
• Effective Date: 01-Jan-2010

Standards Content (Sample)

SLOVENSKI STANDARD
SIST EN ISO 17078-2:2008
01-marec-2008
Industrija za predelavo nafte in zemeljskega plina - Vrtalna in proizvodna oprema -
2. del: Naprave za regulacijo pretoka za vpenjalne osi s stranskimi žepi (ISO 17078-
2:2007)
Petroleum and natural gas industries - Drilling and production equipment - Part 2: Flow-
control devices for side-pocket mandrels (ISO 17078-2:2007)
Erdöl- und Erdgasindustrie - Bohr- und Produktionsausrüstungen - Teil 2: Durchfluss-
Regelvorrichtungen für Gaslift-Ventile (ISO 17078-2:2007)
Industries du pétrole et du gaz naturel - Équipement de forage et de production - Partie
2: Dispositifs de régulation de la vitesse d'écoulement pour raccords à poche latérale
(ISO 17078-2:2007)
Ta slovenski standard je istoveten z: EN ISO 17078-2:2007
ICS:
75.180.10 Oprema za raziskovanje in Exploratory and extraction
odkopavanje equipment
SIST EN ISO 17078-2:2008 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

---------------------- Page: 1 ----------------------

SIST EN ISO 17078-2:2008

---------------------- Page: 2 ----------------------

SIST EN ISO 17078-2:2008
EUROPEAN STANDARD
EN ISO 17078-2
NORME EUROPÉENNE
EUROPÄISCHE NORM
December 2007
ICS 75.180.10

English Version
Petroleum and natural gas industries - Drilling and production
equipment - Part 2: Flow-control devices for side-pocket
mandrels (ISO 17078-2:2007)
Industries du pétrole et du gaz naturel - Équipement de Erdöl- und Erdgasindustrie - Bohr- und
forage et de production - Partie 2: Dispositifs de régulation Produktionsausrüstungen - Teil 2: Durchfluss-
de la vitesse d'écoulement pour raccords à poche latérale Regelvorrichtungen für Gaslift-Ventile (ISO 17078-2:2007)
(ISO 17078-2:2007)
This European Standard was approved by CEN on 14 December 2007.
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 CEN Management Centre 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 CEN Management Centre has the same status as the
official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, 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
© 2007 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 17078-2:2007: E
worldwide for CEN national Members.

---------------------- Page: 3 ----------------------

SIST EN ISO 17078-2:2008
EN ISO 17078-2:2007 (E)
Contents Page
Foreword.3

2

---------------------- Page: 4 ----------------------

SIST EN ISO 17078-2:2008
EN ISO 17078-2:2007 (E)
Foreword
This document (EN ISO 17078-2:2007) 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, petrochemical 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 2008, and conflicting national standards shall be withdrawn at
the latest by June 2008.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. CEN [and/or CENELEC] shall not be held responsible for identifying any or all such patent rights.
According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following
countries are bound to implement this European Standard: Austria, Belgium, Bulgaria, Cyprus, Czech
Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain,
Sweden, Switzerland and the United Kingdom.
Endorsement notice
The text of ISO 17078-2:2007 has been approved by CEN as a EN ISO 17078-2:2007 without any
modification.

3

---------------------- Page: 5 ----------------------

SIST EN ISO 17078-2:2008

---------------------- Page: 6 ----------------------

SIST EN ISO 17078-2:2008

INTERNATIONAL ISO
STANDARD 17078-2
First edition
2007-12-15


Petroleum and natural gas industries —
Drilling and production equipment —
Part 2:
Flow-control devices for side-pocket
mandrels
Industries du pétrole et du gaz naturel — Équipement de forage et de
production —
Partie 2: Dispositifs de régulation de la vitesse d'écoulement pour
raccords à poche latérale




Reference number
ISO 17078-2:2007(E)
©
ISO 2007

---------------------- Page: 7 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(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.


COPYRIGHT PROTECTED DOCUMENT


©  ISO 2007
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 2007 – All rights reserved

---------------------- Page: 8 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
Contents Page
Foreword. v
Introduction . vi
1 Scope . 1
2 Normative references . 1
3 Terms and definitions. 2
4 Symbols and abbreviated terms . 7
4.1 Abbreviations . 7
4.2 Symbols and engineering terms . 7
5 Functional specification. 9
5.1 General. 9
5.2 Functional characteristics . 9
5.3 Well parameters . 10
5.4 Operational parameters . 11
5.5 Compatibility with well-related equipment.12
5.6 Environmental service classes . 12
5.7 Design validation grades . 12
5.8 Product functional testing grades . 12
5.9 Quality control grades. 13
5.10 Additional required testing . 13
6 Technical specification . 13
6.1 General requirements. 13
6.2 Technical characteristics. 14
6.3 Design criteria . 15
6.4 Allowable design changes. 18
6.5 Design verification and validation requirements . 18
6.6 Product functional testing requirements .19
7 Supplier/manufacturer requirements. 19
7.1 General. 19
7.2 Documentation and data control. 19
7.3 Product identification requirements . 22
7.4 Quality control requirements. 22
7.5 Heat-treating-equipment qualification. 27
7.6 Welding requirements . 28
7.7 Non-destructive examination requirements . 28
7.8 Storage and shipping preparation . 28
7.9 Allowable changes after manufacturing.29
7.10 Reconditioning of flow-control devices . 29
Annex A (normative) Design validation and product functional testing requirements . 30
Annex B (normative) Environmental service classes . 35
Annex C (normative) Design validation grades . 37
Annex D (normative) Product functional testing grades . 38
Annex E (normative) Interface testing requirements . 39
Annex F (normative) Insertion testing requirements . 42
Annex G (normative) Probe and travel testing and load rate determination . 46
© ISO 2007 – All rights reserved iii

---------------------- Page: 9 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
Annex H (normative) Dynamic flow testing and flow coefficient calculation. 56
Annex I (normative) Back-check testing . 80
Annex J (normative) Opening and closing pressure testing . 88
Annex K (normative) Bellows actuation life cycle testing . 95
Annex L (normative) Erosion testing requirements. 98
Annex M (normative) Shelf (bellows integrity) testing requirements for nitrogen-pressure-charged
flow-control devices . 101
Annex N (normative) Conducting port/seat leakage rate testing . 105
Annex O (informative) Performance testing — Recommendations for a flow-control device
performance test facility. 109
Annex P (informative) Performance testing — Prediction correlations using a simplified flow-
control device performance model . 118
Bibliography . 126

iv © ISO 2007 – All rights reserved

---------------------- Page: 10 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(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 17078-2 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
⎯ Part 2: Flow-control devices for side-pocket mandrels
⎯ Part 3: Running, pulling and kick-over tools, and latches for side-pocket mandrels
A part 4 dealing with practices for side-pocket mandrels and related equipment is under development.

© ISO 2007 – All rights reserved v

---------------------- Page: 11 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
Introduction
This part of ISO 17078 has been developed by users/purchasers and suppliers/manufacturers of subsurface
flow-control devices used in side-pocket mandrels (hereafter called flow-control devices) 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
flow-control devices. Further, this part of ISO 17078 addresses supplier/manufacturer requirements that set
the minimum parameters with which suppliers/manufacturers shall comply to claim conformity with this part of
ISO 17078.
This part of ISO 17078 has been structured to support varying requirements in environmental service classes,
design validation, product functional testing and quality control grades. These variations allow the
user/purchaser to select the grade for a specific application.
Well environmental service classes. There are four environmental service classes for flow-control devices
that provide the user/purchaser with a range of choices from which to select products to meet varying
environmental conditions.
Design validation grades. There are three design validation grades for flow-control devices that provide the
user/purchaser with a range of technical and performance requirements. This ensures that the products
supplied according to this part of ISO 17078 meet the requirements and that the user/purchaser is able to
compare these requirements with its preference or application and determine whether additional requirements
are placed on the supplier/manufacturer.
It is important that users of this part of ISO 17078 be aware that requirements in addition to those outlined
herein can 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. This can be particularly applicable where there is innovative or developing technology.
Where an alternative is offered, it is the responsibility of the supplier/manufacturer to identify any variations
from this part of ISO 17078 and provide details.
Product functional testing grades. There are three product functional testing grades for flow-control devices
that provide the user/purchaser with a range of choices for confirming that individual products manufactured
under this part of ISO 17078 meet the design specifications.
Quality control grades. There are two quality control grades that provide the user/purchaser with the choice
of requirements to meet specific preferences or applications. Additional quality upgrades can be specified by
the user/purchaser as supplemental requirements.
In addition to this document, ISO 17078-1 provides requirements for side-pocket mandrels used in the
petroleum and natural gas industry. ISO 17078-3, to be published, is intended to provide requirements for
running, pulling and kick-over tools, and latches used in conjunction with side-pocket mandrel flow-control
devices.

vi © ISO 2007 – All rights reserved

---------------------- Page: 12 ----------------------

SIST EN ISO 17078-2:2008
INTERNATIONAL STANDARD ISO 17078-2:2007(E)

Petroleum and natural gas industries — Drilling and production
equipment —
Part 2:
Flow-control devices for side-pocket mandrels
1 Scope
This part of ISO 17078 provides requirements for subsurface flow-control devices used in side-pocket
mandrels (hereafter called flow-control devices) intended for use in the worldwide petroleum and natural gas
industry. This includes requirements for specifying, selecting, designing, manufacturing, quality-control, testing
and preparation for shipping of flow-control devices. Additionally, it includes information regarding
performance testing and calibration procedures.
The installation and retrieval of flow-control devices is outside the scope of this part of ISO 17078. Additionally,
this part of ISO 17078 is not applicable to flow-control devices used in centre-set mandrels or with tubing-
retrievable applications.
This part of ISO 17078 does not include requirements for side-pocket mandrels, running, pulling, and kick-
over tools, and latches that might or might not be covered in other ISO specifications. Reconditioning of used
flow-control devices is outside of the scope of this part of ISO 17078.
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 9000, Quality management systems — Fundamentals and vocabulary
ISO 15156 (all parts), Petroleum and natural gas industries — Materials for use in H S-containing
2
environments in oil and gas production
ISO 17078-1:2004, Petroleum and natural gas industries — Drilling and production equipment — Part 1: Side-
pocket mandrels
1)
ANSI/NCSL Z540-1, Calibration Laboratories and Measuring and Test Equipment General Requirements
2)
ASME Boiler and Pressure Vessel Code, Section IX, Welding and Brazing Qualifications
3)
ASTM A370, Standard Test Methods and Definitions for Mechanical Testing of Steel Products

1) NCSL International, 2995 Wilderness Place, Suite 104, 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, PO Box C700, West Conshohocken, PA, 19428-2959.
© ISO 2007 – All rights reserved 1

---------------------- Page: 13 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
ASTM D1415, Standard Test Method for Rubber Property — International Hardness
ASTM D2240, Standard Test Method for Rubber Property — Durometer Hardness
4)
BS 2M 54, Specification for temperature control in the heat treatment of metals
5)
MIL-STD-1916, DOD Preferred Methods for Acceptance of Product
5)
MIL-STD-413C, Visual Inspection Guide for Elastomeric O-rings
6)
SAE AMS-H-6875, Heat Treatment of Steel Raw Materials
SAE AS568B, Aerospace Size Standard for O-Rings
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 9000 (for quality-system-related
terms not given below) and the following apply.
3.1
acceptance
flow-control device component(s) and/or assembly(s) accepted for use without restriction
3.2
ager
pressure device used to apply an external pressure to a flow-control device for a specified period of time
and/or number of cycles
3.3
balanced injection-pressure-operated
injected gas pressure-operated flow-control device with no spread, that is, for which the opening and closing
pressures are the same
3.4
certificate of conformance
documentation declaring that a specific flow-control device meets the requirements of this part of ISO 17078
and the requirements of the functional specification
3.5
coating
application of a thin film of one material on the surface of another material for different purposes
3.6
date of manufacture
date of manufacturer’s final acceptance of finished products
NOTE The date is day-month-year in the format DD-MM-YYYY.
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

4) British Standards Institute, Customer Services, 389 Chiswick High Road, London W4 4AL, UK.
5) US military/Department of Defense standard.
6) SAE International, 400 Commonwealth Drive, Warrendale, PA 15096-0001, USA.
2 © ISO 2007 – All rights reserved

---------------------- Page: 14 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
3.8
design method
method, procedure or equations used by the supplier/manufacturer to design a flow-control device product
3.9
design validation
process of proving a design by testing to demonstrate conformity of the product to design requirements
3.10
design verification
process of examining the premise of a given design by calculation, comparison or investigation to substantiate
conformity with specified requirements
3.11
differential flow-control device
flow-control device that opens and closes on differential pressure between the injected gas and production
pressures
3.12
dome
chamber that contains an internal pressure that is applied to the responsive element that may be a bellows or
piston
3.13
dome charge maximum
supplier/manufacturer’s maximum recommended pressure charge in the dome at recommended operating
temperature
3.14
dummy flow-control device
blank device that is installed in a side-pocket mandrel to prevent flow or pressure communication between the
casing annulus and the tubing
3.15
dump/kill flow-control device
flow-control device that is initially closed; once it is open, it cannot be closed again
NOTE These valves have very large ports and no reverse-flow check to allow a high injection rate to kill the well.
3.16
dynamic flow testing
flow testing of an operable flow-control device to determine the flow characteristics as a function of changes in
either upstream or downstream pressures
3.17
end connections
thread or other mechanism providing a connection between the flow-control device and other equipment
3.18
flow coefficient testing
testing that is performed on a modified flow-control device to determine the flow capacity as a function of fixed
stem travel
3.19
full life cycle
expected period of time over which the product shall function according to the manufacturer’s specifications
3.20
functional test
test performed to confirm proper operation of equipment
© ISO 2007 – All rights reserved 3

---------------------- Page: 15 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
3.21
functionality
definition or description of the performance with associated properties, characteristics and limits of a flow-
control device
3.22
gas passage undercut
clearance between the flow-control device and the pocket of the side-pocket mandrel through which injected
media flows
3.23
heat
〈cast lot〉 material originating from a final melt or cast lot
NOTE For re-melted alloys, a heat is defined as the raw material originating from a single re-melted ingot.
3.24
informative
information that is meant to inform the user/purchaser or supplier/manufacturer without containing
requirements
3.25
injection-pressure-operated
injected gas pressure-operated flow-control device
3.26
injection-pressure-operated with choke
injected gas pressure-operated flow-control device with a choke installed downstream of the port
3.27
job lot
group or quantity of piece parts, subassemblies or assemblies that are grouped or processed together during
the manufacturing process
3.28
latch
retention mechanism for a flow-control device that is landed in a side-pocket mandrel
3.29
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 to 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.
3.30
model
side-pocket mandrel flow-control device that has unique components and functional characteristics that
differentiate it from other products of the same type
3.31
normative
information or procedures that shall be used by the user/purchaser or supplier/manufacturer as they comply
with this part of ISO 17078
4 © ISO 2007 – All rights reserved

---------------------- Page: 16 ----------------------

SIST EN ISO 17078-2:2008
ISO 17078-2:2007(E)
3.32
n
...