SIST EN ISO 14998:2013

Petroleum and natural gas industries - Downhole equipment - Completion accessories (ISO 14998:2013)

ISO 14998:2013 provides requirements and guidelines for completion accessories, as defined herein for use in the petroleum and natural gas industry. ISO 14998:2013 provides requirements for the functional specification and technical specifications including: design, design verification and validation, materials, documentation and data control, redress, repair, shipment, and storage. ISO 14998:2013 covers the pressure containing, load bearing, disconnect/reconnect, tubing movement, and opening a port functionalities of completion accessories.

Erdöl- und Erdgasindustrie - Bohrloch-Ausrüstung - Komplettierungsausrüstung / Zubehör (ISO 14998:2013)

Industries du pétrole et du gaz natruel - Équipement de fond de trou - Accessoires de complétion (ISO 14998:2013)

L'ISO 14998:2013 spécifie les exigences et fournit les lignes directrices relatives aux accessoires de complétion, tels que définis ci-après, destinés à être utilisés dans les industries du pétrole et du gaz naturel. La présente Norme internationale fournit les exigences relatives aux spécifications fonctionnelles et techniques pour la conception, la vérification et la validation de la conception, les matériaux, la maîtrise des documents et des données, la remise en état, la réparation, l'expédition et le stockage. L'ISO 14998:2013 traite des fonctionnalités de confinement de la pression, de résistance à la charge, de déconnexion/reconnexion, de déplacement des tubes de production et d'ouverture d'un orifice des accessoires de complétion.

Industrija za predelavo nafte in zemeljskega plina - Oprema za vrtine - Pribor za kompletiranje (ISO 14998:2013)

V tem mednarodnem standardu so podane zahteve in navodila za pribor za kompletiranje v skladu z določili v tem dokumentu za uporabo v industriji za predelavo nafte in zemeljskega plina. V tem mednarodnem standardu so podane zahteve za funkcijsko specifikacijo in tehnične specifikacije, vključno s temi: zasnova, preverjanje in vrednotenje zasnove, materiali, nadzor dokumentacije in podatkov, obnovitev, popravilo, dobava in shranjevanje. Ta mednarodni standard zajema tlačno vsebnost, nosilnost, prekinitev/vzpostavitev povezave, premikanje cevovodov, odpiranje vrat in uporabo pribora za kompletiranje. Proizvodi, ki jih zajemajo standardi ISO 11960, ISO 10432, ISO 10423, ISO 14310, ISO 16070, ISO 28781, ISO 10407-2, ISO 17824 in ISO 17078-1, so izključeni. Izključeni so tudi proizvodi, kot so: nosilci (obešala) kolon zaščitnih cevi v vrtini/cevovodov, orodja za preskušanje izvrtin, naprave za nadzor dotoka, drsni rokavi in dušilke (nadzirani s površja), oprema za umetno dviganje v izvrtinah ter vse funkcionalnosti v povezavi z elektroniko. Ta mednarodni standard ne zajema povezav s cevovodom jaška. Vgradnja teh proizvodov ne spada na področje uporabe tega mednarodnega standarda.

General Information

• Status: Published
• Publication Date: 11-Sep-2013
• ICS: 75.180.10 - Exploratory, drilling and extraction equipment
• Technical Committee: I13 - Imaginarni 13
• Current Stage: 6060 - National Implementation/Publication (Adopted Project)
• Start Date: 04-Sep-2013
• Due Date: 09-Nov-2013
• Completion Date: 12-Sep-2013
• Ref Project: EN ISO 14998:2013 - Petroleum and natural gas industries - Downhole equipment - Completion accessories (ISO 14998:2013)

Overview

EN ISO 14998:2013 (ISO 14998:2013) - "Petroleum and natural gas industries - Downhole equipment - Completion accessories" - defines requirements and guidance for downhole completion accessories used in the petroleum and natural gas industry. The standard covers functional and technical specifications including design, design verification and validation, materials, documentation and data control, redress and repair, shipment, and storage. It specifically addresses completion accessory functionalities such as pressure containing, load bearing, disconnect/reconnect, tubing movement, and opening a port.

Key topics and requirements

• Functional and technical specifications: Defines functional type descriptions, well and operational parameters, environmental compatibility, and compatibility with related well equipment.
• Design verification & design validation: Sets out graded validation options (V0–V6). V6 is the minimum grade (supplier-defined validation); severity increases as the grade number decreases.
• Quality grades: Three quality grades (Q3 minimum, Q2 intermediate, Q1 highest) allow purchasers to pick inspection and verification rigor appropriate to risk and application.
• Supplier/manufacturer obligations: Documentation and data control, product identification, quality management and inspection requirements to claim conformity.
• Testing and normative annexes: Normative validation test requirements are provided (Annex A–D) covering general validation and specific functionality tests for disconnect/reconnect, tubing movement, and opening a port.
• Lifecycle controls: Requirements for redress and repair, plus guidance on shipment and storage to preserve product integrity.
• Scope limits: Explicitly excludes certain products and functions (e.g., liner/tubing hangers, inflow control devices, downhole artificial lift, electronics, connections to the well conduit, and installation).

Applications

• Use EN ISO 14998:2013 to define procurement specifications for completion accessories in well completions.
• Apply the standard for supplier qualification, quality control planning, and acceptance testing of downhole components.
• Guide manufacturers in product development, design validation programs, documentation practices, and repair/redress procedures.
• Support risk-based selection of validation and quality grades for critical well completion operations.

Who should use this standard

• Oil & gas operators and completion engineers specifying downhole equipment
• Manufacturers and suppliers of completion accessories
• Procurement and quality assurance teams responsible for vendor conformity
• Third-party inspectors and testing laboratories performing design verification/validation

Related standards

Key normative references and related standards include: ISO 11960, ISO 15156, ISO 2859-1, ISO 3601-1 / ISO 3601-3, ISO 9000, ISO 9712. These cover casing/tubing materials, H2S material requirements, sampling and O-ring quality, quality management, and NDT personnel qualification.

Using EN ISO 14998:2013 ensures a common, risk-based approach to specifying, testing, and managing completion accessories for safe and reliable well completions.

Standards Content (Sample)

SLOVENSKI STANDARD
01-oktober-2013
Industrija za predelavo nafte in zemeljskega plina - Oprema za vrtine - Pribor za
kompletiranje (ISO 14998:2013)
Petroleum and natural gas industries - Downhole equipment - Completion accessories
(ISO 14998:2013)
Erdöl- und Erdgasindustrie - Bohrloch-Ausrüstung - Komplettierungsausrüstung /
Zubehör (ISO 14998:2013)
Industries du pétrole et du gaz natruel - Équipement de fond de trou - Accessoires de
complétion (ISO 14998:2013)
Ta slovenski standard je istoveten z: EN ISO 14998:2013
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 14998
NORME EUROPÉENNE
EUROPÄISCHE NORM
July 2013
ICS 75.180.10
English Version
Petroleum and natural gas industries - Downhole equipment -
Completion accessories (ISO 14998:2013)
Industries du pétrole et du gaz natruel - Équipement de Erdöl- und Erdgasindustrie - Bohrloch-Ausrüstung -
fond de trou - Accessoires de complétion (ISO 14998:2013) Komplettierungsausrüstung / Zubehör (ISO 14998:2013)
This European Standard was approved by CEN on 22 June 2013.

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-CENELEC 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-CENELEC Management Centre has the same
status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania,
Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and United
Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

Management Centre: Avenue Marnix 17, B-1000 Brussels
© 2013 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 14998:2013: E
worldwide for CEN national Members.

Contents Page
Foreword .3

Foreword
This document (EN ISO 14998:2013) has been prepared by Technical Committee ISO/TC 67 “Materials,
equipment and offshore structures for petroleum, petrochemical 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 January 2014, and conflicting national standards shall be withdrawn at
the latest by January 2014.
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, Croatia, Cyprus, Czech
Republic, Denmark, Estonia, Finland, Former Yugoslav Republic of Macedonia, France, Germany, Greece,
Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland, Turkey and the United Kingdom.
Endorsement notice
The text of ISO 14998:2013 has been approved by CEN as EN ISO 14998:2013 without any modification.
INTERNATIONAL ISO
STANDARD 14998
First edition
2013-07-15
Petroleum and natural gas
industries — Downhole equipment —
Completion accessories
Industries du pétrole et du gaz natruel — Équipement de fond de
trou — Accessoires de complétion
Reference number
ISO 14998:2013(E)
©
ISO 2013
ISO 14998:2013(E)
© ISO 2013
All rights reserved. Unless otherwise specified, 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
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 2013 – All rights reserved

ISO 14998:2013(E)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Symbols and abbreviated terms . 8
5 Functional specification . 8
5.1 General . 8
5.2 Functional type description . 8
5.3 Well parameters . 9
5.4 Operational parameters . 9
5.5 Environmental compatibility .10
5.6 Compatibility with related well equipment .10
5.7 Design validation .10
5.8 Quality control .11
6 Technical specification .11
6.1 General .11
6.2 Technical characteristics .11
6.3 Design requirements .11
6.4 Design verification .15
6.5 Design validation .15
6.6 Design changes .17
6.7 Design validation scaling .17
7 Supplier/manufacturer requirements .18
7.1 General .18
7.2 Documentation and data control .18
7.3 Product identification .20
7.4 Quality requirements .20
8 Redress and repair .26
9 Shipment and storage.26
Annex A (normative) Validation test requirements .27
Annex B (normative) Validation test requirements for disconnect/reconnect functionality .31
Annex C (normative) Validation test requirements for tubing movement functionality .35
Annex D (normative) Validation test requirements for opening a port functionality .38
Bibliography .42
ISO 14998:2013(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.
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 documents should be noted. This document was drafted in accordance with the
editorial rules of the ISO/IEC Directives, Part 2. www.iso.org/directives
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. Details of
any patent rights identified during the development of the document will be in the Introduction and/or
on the ISO list of patent declarations received. www.iso.org/patents
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
The committee responsible for this document is ISO/TC 67, Materials, equipment and offshore structures for
petroleum, petrochemical and natural gas industries, Subcommittee SC 4, Drilling and production equipment.
iv © ISO 2013 – All rights reserved

ISO 14998:2013(E)
Introduction
This International Standard has been developed by users/purchasers and suppliers/manufacturers
completion accessories intended for use in the petroleum and natural gas industry worldwide. This
International Standard is intended to give requirements and information to both parties in the
selection, manufacture, testing and use of completion accessories. Further, this International Standard
addresses supplier/manufacturer requirements which set the minimum requirements with which
suppliers/manufacturers shall comply to claim conformity with this International Standard.
This International Standard has been structured to allow for grades of increased requirements both
in quality control and design validation. These variations allow the user/purchaser to select the grade
required for a specific application for a chosen accessory.
The three quality grades provide the user/purchaser the choice of requirements to meet a specific
preference or application. Quality grade Q3 is the minimum grade of quality offered by this product
standard. Quality grade Q2 provides additional inspection and verification steps, and quality grade Q1
is the highest grade provided. Additional quality requirements may be specified by the user/purchaser
as supplemental requirements.
Seven standard design validation grades (V0 to V6) provide the user/purchaser the choice of requirements
to meet a specific preference or application. Design validation grade V6 is the minimum grade and
represents equipment where the validation method has been defined by the supplier/manufacturer. The
complexity and severity of the validation testing increases as the grade number decreases.
Users of this International Standard should be aware that requirements above those outlined in this
International Standard may be needed for individual applications. This International Standard is not
intended to inhibit a supplier/manufacturer from offering, or the user/purchaser from accepting,
alternative equipment or engineering solutions. This may be particularly applicable where there is
innovative or developing technology. Where an alternative is offered, the supplier/manufacturer should
identify any variations from this International Standard.
INTERNATIONAL STANDARD ISO 14998:2013(E)
Petroleum and natural gas industries — Downhole
equipment — Completion accessories
1 Scope
This International Standard provides requirements and guidelines for completion accessories, as
defined herein for use in the petroleum and natural gas industry. This International Standard provides
requirements for the functional specification and technical specifications including: design, design
verification and validation, materials, documentation and data control, redress, repair, shipment, and
storage. This International Standard covers the pressure containing, load bearing, disconnect/reconnect,
tubing movement, and opening a port functionalities of completion accessories.
Products covered under ISO 11960, ISO 10432, ISO 10423, ISO 14310, ISO 16070, ISO 28781, ISO 10407-2,
ISO 17824, and ISO 17078-1 are not included. Also not included are other products such as: liner/tubing
hangers, down-hole well test tools, inflow control devices, surface controlled sliding sleeves and chokes,
down-hole artificial lift equipment, and all functionalities relating to electronics. This International
Standard does not cover the connections to the well conduit. Installation of these products is outside the
scope of this International Standard.
2 Normative references
The following documents, in whole or in part, are normatively referenced in this document and are
indispensable for its application. For dated references, only the edition cited applies. For undated
references, the latest edition of the referenced document (including any amendments) applies.
ISO 2859-1, Sampling procedures for inspection by attributes — Part 1: Sampling schemes indexed by
acceptance quality limit (AQL) for lot-by-lot inspection
ISO 3601-1, Fluid power systems — O-rings — Part 1: Inside diameters, cross-sections, tolerances and
designation codes
ISO 3601-3, Fluid power systems — O-rings — Part 3: Quality acceptance criteria
ISO 9000, Quality management systems — Fundamentals and vocabulary
ISO 9712, Non-destructive testing — Qualification and certification of NDT personnel
ISO 11960, Petroleum and natural gas industries — Steel pipes for use as casing or tubing for wells
ISO 15156 (all parts), Petroleum and natural gas industries — Materials for use in H2S — containing
environments in oil and gas production
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 9000 and the following apply.
3.1
anchor
completion accessory designed to disconnect or reconnect the tubing by attaching to a designed receptacle
3.2
assembly
product comprised of more than one component
ISO 14998:2013(E)
3.3
blast joint
completion accessory with anti-erosion provision on the OD
3.4
casing
conduit that is an integral lining of a drilled well typically from the surface downward which is not used
for a production conduit
3.5
chemical injection mandrel
completion accessory with provision to attach conduit(s) for injection of chemicals
3.6
component
individual part of an assembly
3.7
completion accessory
equipment that forms an integral part of the tubing (3.70) and is not covered by any other ISO downhole
equipment standards
Note 1 to entry: See 5.2.
3.8
conduit
casing, tubing or liner, either metallic or non-metallic
3.9
cross-over
(see tubing adapter)
3.10
design validation
process of proving a design by testing to demonstrate conformity of the product to design requirements
[SOURCE: SOURCE: ISO/TS 29001:2010, 3.1.7]
3.11
design verification
process of examining the result of a given design or development activity to determine conformity with
specified requirements
[SOURCE: SOURCE: ISO/TS 29001:2010, 3.1.8]
3.12
disconnect load
load at which a completion accessory is designed to disconnect
3.13
drift diameter
minimum ID of a completion accessory, expressed as the OD of the drift bar utilized during assembly
inspection, as outlined in 7.4.11
3.14
down-hole well test tools
down-hole tools temporarily set in place for the purpose of evaluating the production potential of the
chosen formation
3.15
down-hole artificial lift equipment
equipment integral to the conduit that provides additional energy to the production fluids
2 © ISO 2013 – All rights reserved

ISO 14998:2013(E)
3.16
end connection
thread or other mechanism connecting the completion accessory to the conduit
3.17
expansion [travel] joint
completion accessory that facilitates tubing movement
3.18
exposed component
flow-wetted component, internally wetted component, and/or component contacted by well fluid in the
annulus
3.19
fill valve
completion accessory with provision to open and/or close a port in the tubing to allow passage of fluids
between the ID of the tubing and the annulus, or vice versa
3.20
flow coupling
completion accessory with anti-erosion provision on the ID
3.21
flow-wetted component
component that comes in direct contact with the dynamic movement of well fluids in the flow stream
3.22
free-passage
passing a tool or component over or through another tool or component with un-restricted movement
3.23
gauge OD
maximum specified product OD
3.24
gauge mandrel
completion accessory with provision to attach permanent monitoring devices
3.25
grade
category or rank given to different requirements for quality or design validation
3.26
heat traceable
traceable back to a unique heat and heat treatment of material
3.27
inflow control device
device incorporated into a sand control screen that regulates the flow into the production conduit
3.28
internally wetted component
flow-wetted component and any component out of the flow stream, but contacted by well fluids through
a port or other passage to the flow-wetted area
3.29
job lot
batch of material or components that have undergone the same process or series of processes
ISO 14998:2013(E)
3.30
job lot traceable
the ability for parts to be identified as originating from a job lot which identifies the included heat(s)
3.31
liner
pipe not extending from the surface and intended to line the walls of a drilled well
3.32
liner [tubing] hanger
mechanical device used for transferring the load of an inner liner [tubing] to the casing below the wellhead
3.33
locator
completion accessory with provision to disconnect or reconnect the tubing to a designed receptacle
3.34
mandrel
component, or components, of a completion accessory that contains the end connections and provides a
conduit through the completion accessory
3.35
manufacturing
process and actions performed by an equipment supplier/manufacturer that are necessary to provide
finished component(s), assembly(ies), and related documentation, that fulfills the requests of the
user/purchaser, and meet the standards of the supplier/manufacturer
Note 1 to entry: Manufacturing begins when the supplier/manufacturer receives the order, and is completed at the
moment the component(s), assemblies, and related documentation are surrendered to a transportation provider.
3.36
mill-out extension
completion accessory used below a packer to facilitate removal by milling
3.37
non-conformance
non-fulfillment of a specified requirement
3.38
non-sealing space out joint
completion accessory with provision to accommodate tubing movement used to adjust tubing lengths
but without provision to hold pressure
3.39
number of disconnects [reconnects]
number of times a completion accessory can be disconnected [reconnected] and perform its intended
function
3.40
number of strokes
maximum number of times a completion accessory can be moved through its stroke length and perform
its intended function
3.41
on-off tool
completion accessory with provision to disconnect or reconnect the tubing
3.42
open/close cycle
opening then closing a port
4 © ISO 2013 – All rights reserved

ISO 14998:2013(E)
3.43
packer
mechanical device with a packing element, not installed in a designed receptacle, used for blocking
fluid (liquid or gas) communication through the annular space between conduits by sealing off the
space between them
3.44
perforated sub
completion accessory that contains flow ports for the passage of fluids from the ID of the tubing to the
annulus, or vice versa
3.45
performance envelope
graph that illustrates the combined ratings of differential pressure and axial loads
3.46
polished bore receptacle
completion accessory with designed receptacle used to disconnect or reconnect the tubing by accepting
a locator, seal assembly, or similar device
3.47
port flow area
area for the passage of fluids from the ID of the tubing to the annulus, or vice versa
3.48
pressure reversal
change in the pressure differential from internal to external of the product, or vice versa
3.49
qualified person
individual with documented abilities gained through training or experience or both as measured against
established requirements, such as standards or tests that enable the individual to perform a required
function effectively
3.50
reconnect temperature
temperature at which the completion accessory can be reconnected and performs its intended function
3.51
redress
replacement of components on a completion accessory
3.52
repair
redress and/or re-manufacture of the completion accessory to restore it to the original functionality
3.53
seal assembly
completion accessory that seals in a designed receptacle
3.54
sealing device
device providing a barrier to the passage of liquid and/or gas across the interface between two components
3.55
sealbore extension
completion accessory with designed receptacle used to disconnect or reconnect the tubing by accepting
a locator, seal assembly, or similar device
ISO 14998:2013(E)
3.56
shear device
component designed to disconnect one time at a predetermined load
3.57
shear-out safety joint
completion accessory with provision to disconnect the tubing at a pre-determined load through use of
a shear device
3.58
sliding sleeve
completion accessory that is activated to open or close communication between the tubing and casing
annulus by moving a sleeve
3.59
sour service
completion accessories whose Type 1 components are manufactured from materials that comply with
ISO 15156 (all parts)
3.60
standard service
completion accessories whose components may or may not be manufactured from materials that comply
with ISO 15156 (all parts)
3.61
stroke
movement from one end of the stroke length to the other end
3.62
stroke distance
cumulative distance determined by the number of rated strokes multiplied by the stroke length
3.63
stroke length
distance between the fully collapsed position and fully expanded position for a completion accessory
with provision to accommodate tubing movement
3.64
substantive design change
change to the design, identified by the supplier/manufacturer, that may affect the performance of the
product in the intended service condition
3.65
surface controlled down-hole choke
down-hole device used to restrict flow rates through its ID, not intended to seal as a barrier controlled
without thru-tubing intervention
3.66
surface controlled sliding sleeve
tubing mounted device that is activated to open or close communication between the tubing and casing
annulus by moving a sleeve without thru-tubing intervention
3.67
telescoping swivel sub
completion accessory with provision to rotate and accommodate tubing movement
3.68
temperature cycle range
temperature fluctuation within which the product is designed to operate
Note 1 to entry: The temperature cycle range is applicable anywhere within the product’s temperature range.
6 © ISO 2013 – All rights reserved

ISO 14998:2013(E)
3.69
temperature range
specified range of temperature at which the product is designed to operate
3.70
tubing
pipe placed within a well to serve as a production or injection conduit
3.71
tubing adapter
completion accessory that connects two different end connections
3.72
tubing seal receptacle
completion accessory with designed receptacle used to disconnect or reconnect the tubing by accepting
a locator, seal assembly, or similar device
3.73
tubing size
nominal tubing OD as specified in ISO 11960
3.74
Type 1 component
〈weld〉 component that isolates pressure and/or may be loaded in tension as the result of axial loads on
the completion accessory during run-in, activation, in-situ, or retrieval
3.75
Type 2 component
〈weld〉 component that does not meet the criteria of a Type 1 component
3.76
unloader sub
completion accessory with provision to open and/or close a port in the tubing to allow passage of fluids
between the ID of the tubing and the annulus, or vice versa
3.77
unloading pressure
maximum differential pressure across a completion accessory at the time of disconnect, or port opening,
at which the completion accessory can perform its intended function
3.78
wireline entry guide
completion accessory used at the end of tubing to facilitate re-entry into the tubing
3.79
y-block
completion accessory that connects one tubing string from above to two tubing strings below, or vice versa
ISO 14998:2013(E)
4 Symbols and abbreviated terms
AQL Acceptance quality limit
COC Certificate of compliance
ID Inside diameter
MTR Material test report
NDE Non-destructive examination
OD Outside diameter
QC Quality control
5 Functional specification
5.1 General
The user/purchaser shall prepare a functional specification to order products which conform with
this International Standard and specify the following requirements and operating conditions, as
applicable, and/or identify the supplier’s/manufacturer’s specific product. These requirements and
operating conditions may be conveyed by means of a dimensional drawing, data sheet or other suitable
documentation.
5.2 Functional type description
The user/purchaser shall specify, as applicable, the following functional type based on the products
primary function. Secondary functions and their interactions with the primary functions shall also be
identified in detail as required by the operational needs:
— Non-pressure containing, such as:
— non-sealing space out joint (3.38);
— perforated sub (3.44);
— wireline entry guide (3.78).
— Pressure containing, such as:
— blast joint (3.3);
— chemical injection mandrel (3.5);
— cross-over (3.9) or tubing adapter (3.71);
— flow coupling (3.20);
— gauge mandrel (3.24);
— mill-out extension (3.36);
— sealbore extension (3.55);
— y-block (3.79).
— Disconnect or reconnect, such as:
— anchor (3.1);
8 © ISO 2013 – All rights reserved

ISO 14998:2013(E)
— locator (3.33);
— on-off tool (3.41);
— polished bore receptacle (3.46);
— seal assembly (3.53);
— shear-out safety joint (3.57);
— tubing seal receptacle (3.72).
— Tubing movement, such as:
— expansion joint (3.17);
— telescoping swivel sub (3.67);
— travel joint (3.17).
— Open a port in the conduit; such as:
— fill valve (3.19);
— sliding sleeve (3.58);
— unloader sub (3.76).
NOTE This is a representative sample of completion accessories and is not meant to be all inclusive of
products covered in this International Standard. Completion accessories may have multiple functionalities, they
have been listed here only as examples of products that have the listed functionality.
5.3 Well parameters
The user/purchaser shall specify, as applicable, the following well parameters:
— dimensions, material, grade of the casing and tubing;
— end connections;
— well angle from the vertical;
— deviations and restrictions product must pass through;
— configuration of tubing (single or multiple strings) and other lines (electrical/hydraulic) that must
pass through or by-pass the completion accessory;
— relationship of the completion accessory with other well devices/tubing/casing by means of a well
schematic drawing, if applicable;
— expected minimum and maximum values of production/injection pressures, pressure differentials,
temperatures, changes in temperatures, and flow rates;
— any other relevant well parameter(s).
5.4 Operational parameters
The user/purchaser shall specify, as applicable, any of the following operational parameters:
— installation method, including conveyance method;
— activation method and number of times activated or manipulated;
— setting depth;
ISO 14998:2013(E)
— retrieving method;
— anticipated loading conditions, including combined loading (pressure, tension/compression) and torque,
applied to the completion accessory prior to and during activation, during use, and during retrieving;
— expected activation temperature and anticipated temperature cycle during well operations and
completion processes;
— size, type and configuration of devices to be run through or over the completion accessory;
— any other relevant operational parameters.
5.5 Environmental compatibility
5.5.1 General
If the user/purchaser has access to the corrosion property data of the operating environment based on
historical data and/or research, they shall state to the manufacturer which material(s) has the ability
to perform as required within the corrosion environment per the requirements of 5.5.3 as applicable.
Otherwise, material compatibility shall be specified according to 5.5.2.
5.5.2 Well environment
The user/purchaser shall identify the density, chemical/physical composition, and the condition of the
fluid and/or its components, including solid (sand production, scale, etc.), liquid and/or gaseous, to
which the completion accessory is exposed during its expected life cycle.
5.5.3 Material designation
If the user/purchaser chooses to specify materials, the following designations may be used:
— standard service (3.60);
— sour service (3.59).
Material selection may be made for a group of components using the following designations:
— flow-wetted components (3.21);
— internally wetted components (3.28);
— exposed components (3.18);
— any other components.
5.6 Compatibility with related well equipment
The user/purchaser shall identify, as applicable, the following:
— top and bottom tubular connection(s), the material and dimensions of the connections to the conduit(s);
— internal receptacle profile(s), bore dimensions(s), outside diameter, inside diameter and the
respective locations;
— size, type and configuration of other products and conduits to be used in connection with this product.
5.7 Design validation
The user/purchaser shall specify the required design validation grade. This International Standard
provides seven design validation grades (V6 to V0), as defined in 6.5 and the annexes. The selected
design validation grade applies to all applicable validation testing per Annex A through Annex D.
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ISO 14998:2013(E)
5.8 Quality control
The user/purchaser shall specify the required quality grade. This International Standard provides three
grades (Q3, Q2 and Q1) of quality control, as defined in 7.4.
6 Technical specification
6.1 General
The supplier/manufacturer shall prepare a technical specification which conforms to the requirements
defined in the functional specification. If the technical specification does not fully meet the functional
requirements, the supplier/manufacturer shall identify the differences to the user/purchaser. The
supplier/manufacturer shall also provide to the user/purchaser the product data sheet defined in 7.2.3.
6.2 Technical characteristics
The following criteria shall be met:
— the product shall perform in accordance with the functional specification during installation,
activation, operation, and retrieval;
— where applicable, the product shall not compromise well intervention operations.
6.3 Design requirements
6.3.1 General
Products conforming to this International Standard shall be manufactured to drawings and specifications
that are substantially the same as those of the same size, type, and model of product that was validated.
6.3.2 Design documentation
Design of products manufactured to this International Standard shall include documentation of those
designs. This documentation shall include, as applicable design requirements, assumptions, analysis
methods, comparison with previous designs or operating history of similar products, calculations,
manufacturing drawings and specifications, design reviews and/or, physical testing results (such as
design validation testing). The supplier/manufacturer shall identify each component as either a Type 1
(3.74) or Type 2 (3.75).
6.3.3 Materials
6.3.3.1 General
Materials (both metallic and non-metallic), and/or the service, shall be stated by the supplier/manufacturer
and shall be suitable for the class of service and the environment specified in the functional specification.
The manufacturer shall have documented specifications for all materials and all materials used shall
comply with the manufacturer’s documented specifications.
The user/purchaser may specify materials for the specific use and corrosion environment in the
functional specification. Should the manufacturer propose to use another material, the manufacturer
shall state that this material has performance characteristics suitable for all parameters specified in the
well and production/ injection parameters.
Material substitutions from those materials used in the validation tested completion accessory
products are allowed without validation testing as long as they meet the requirements of 6.6 and 6.7.
The manufacturer’s selection criteria for these substitutions shall be documented and the substituted
material shall conform to the design, functional and technical requirements of this International Standard.
ISO 14998:2013(E)
Material substitutions require approval by a qualified person and the supporting documentation
incorporated into the design file.
6.3.3.2 Metals
6.3.3.2.1 Specifications
The manufacturer’s specifications shall define:
a) chemical-composition limits;
b) heat treatment conditions;
c) mechanical-property limits:
1) tensile strength;
2) yield strength;
3) elongation;
4) hardness.
6.3.3.2.2 Mechanical property verification
When required by the quality grade, the mechanical properties for Type 1 metal components shall be
verified by tests conducted on a material sample produced from the same heat of material. The material
sample shall experience the same heat treatment process as the component it qualifies. Material
subsequently heat-treated from the same heat of material shall be hardness-tested after processing to
confirm compliance with the hardness requirements of the manufacturer’s specifications. The hardness
results shall verify through documented correlation that the mechanical properties of the material
tested meet the properties specified. The heat treatment process parameters shall be defined in a
heat treatment procedure. Hardness testing is the only mechanical-property test required after stress
relieving. Material test reports provided by the material supplier or the manufacturer are acceptable
documentation when validated.
6.3.3.3 Non-metals
The manufacturer’s documented specifications for non-metallic compounds shall include handling,
storage and labelling requirements, including the cure date, batch number, compound identification and
shelf life appropriate to each compound and shall define those characteristics critical to the performance
of the material, such as:
a) compound type;
b) mechanical properties, as a minimum:
1) tensile strength (at break);
2) elongation (at break);
3) tensile modulus (at 50 % or 100 %, as applicable).
c) compression set;
d) durometer hardness.
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ISO 14998:2013(E)
6.3.4 Performance rating
The supplier/manufacturer shall state the performance ratings for the following: pressure, temperature,
axial loads, disconnect, reconnect, tubing movement, as applicable for the products. For completion
accessories validated to grades V4 through V0, a rated performance envelope is also required.
An example envelope is illustrated in Figure 1. The area within the boundaries defines the rated
performance envelope. The lines forming the boundary of the envelope are defined as the maximum
operational limits for the products. Metal mechanical properties within the temperature range shall be
considered when determining performance ratings.
Rated performance envelopes shall meet the following criteria.
— The rated performance envelope shall represent the supplier’s/manufacturer’s maximum ratings.
— Products with IDs shall be represented with the ID not plugged unless specified with the envelope.
— The ratings of the end connections shall not be included.
— Axis and sign convention shall be oriented as shown in Figure 1.
— More than one graph may be displayed with the envelope if a legend is included for explanation. For
example, various shear device options can be displayed, as shown in Figure 2.
— The product(s) covered by the envelope shall be specified with the envelope. If the envelope covers
two or more products that are used together down-hole, then this shall be stated on the envelope.
ISO 14998:2013(E)
Key
a
X1 pressure, expressed in megapascals External.
b
X2 pressure, expressed in pounds per square inch Internal.
c
Y1 force, expressed in decanewtons Compression.
d
Y2 force, expressed in pounds Tensile.
NOTE Points labelled “A” are intersection points of two or more operational limits.
Figure 1 — Example of a rated performance envelope
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ISO 14998:2013(E)
Key
X1 pressure, expressed in megapascals 3 envelope for 20 000 daN (44 964 lb) shear ring
X2 pressure, expressed in pounds per square inch 4 envelope for 25 000 daN (56 205 lb) shear ring
a
Y1 force, expressed in decanewtons External.
b
Y2 force, expressed in pounds Internal.
c
1 envelope for 10 000 daN (22 482 lb) shear ring Compression.
d
2 envelope for 15 000 daN (33 723 lb) shear ring Tensile.
Figure 2 — Example of shear device options
6.4 Design verification
Design verification shall be performed to ensure that each completion accessory design meets the
supplier’s/manufacturer’s technical specifications including all operational, contingency, and all rated
functionalities. Design verification includes activities such as design reviews, design calculations,
comparison with similar designs an
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