EN ISO 28781:2010

SLOVENSKI STANDARD
01-november-2012
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Petroleum and natural gas industries - Drilling and production equipment - Subsurface
barrier valves and related equipment (ISO 28781:2010)
Erdöl- und Erdgasindustrie - Bohrlochausrüstung - Untertage-Formations-Absperrventile
und Zubehör (ISO 28781:2010)
Industries du pétrole et du gaz naturel - Équipement de production et de forage - Vannes
de barrage de subsurface et équipement associé (ISO 28781:2010)
Ta slovenski standard je istoveten z: EN ISO 28781:2010
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 28781
NORME EUROPÉENNE
EUROPÄISCHE NORM
August 2010
ICS 75.180.10
English Version
Petroleum and natural gas industries - Drilling and production
equipment - Subsurface barrier valves and related equipment
(ISO 28781:2010)
Industries du pétrole et du gaz naturel - Équipement de Erdöl- und Erdgasindustrie - Bohrlochausrüstung -
production et de forage - Vannes de barrage de subsurface Untertage-Formations-Absperrventile und Zubehör (ISO
et équipement associé (ISO 28781:2010) 28781:2010)
This European Standard was approved by CEN on 9 July 2010.

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, Croatia, 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: Avenue Marnix 17, B-1000 Brussels
© 2010 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 28781:2010: E
worldwide for CEN national Members.

Contents Page
Foreword .3

Foreword
This document (EN ISO 28781:2010) 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 February 2011, and conflicting national standards shall be withdrawn
at the latest by February 2011.
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, 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 28781:2010 has been approved by CEN as a EN ISO 28781:2010 without any modification.

INTERNATIONAL ISO
STANDARD 28781
First edition
2010-08-15
Petroleum and natural gas industries —
Drilling and production equipment —
Subsurface barrier valves and related
equipment
Industries du pétrole et du gaz naturel — Équipement de production et
de forage — Vannes de barrage de subsurface et équipement associé

Reference number
ISO 28781:2010(E)
©
ISO 2010
ISO 28781:2010(E)
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©  ISO 2010
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Published in Switzerland
ii © ISO 2010 – All rights reserved

ISO 28781:2010(E)
Contents Page
Foreword .v
Introduction.vi
1 Scope.1
2 Normative references.1
3 Terms and definitions .2
4 Abbreviated terms .7
5 Functional requirements.7
5.1 General .7
5.2 Functional characteristics.9
5.3 Well parameters.10
5.4 Operational parameters .10
5.5 Environmental compatibility .10
5.6 Compatibility with related well equipment.11
5.7 Optional requirements .11
6 Technical specification.11
6.1 General .11
6.2 Technical characteristics.12
6.3 Design criteria.12
6.4 Materials .13
6.5 Performance envelope.14
6.6 Design documentation.14
6.7 Design verification .15
6.8 Design validation.15
6.9 Design changes .15
6.10 Functional test .16
7 Supplier/manufacturer requirements .16
7.1 General .16
7.2 Documentation .16
7.3 Product identification.18
7.4 Quality requirements.18
7.5 Material documentation .20
7.6 Additional processes .20
7.7 Traceability.20
7.8 Quality controls .20
7.9 Shear device validation.23
7.10 Assembly and functional test .24
7.11 Manufacturing nonconformities .24
8 Handling, storage and preparation for transport .24
9 Repair/redress .25
Annex A (informative) Applications overview.26
Annex B (normative) Validation requirements for subsurface barrier valves.29
Annex C (normative) Functional testing.37
Annex D (normative) Validation requirements for subsurface-barrier-valve tools.39
Annex E (normative) Performance envelopes .41
ISO 28781:2010(E)
Annex F (informative) Alternate barrier liquid leakage test acceptance criteria .43
Annex G (informative) Debris-settling design validation .44
Annex H (informative) Closure while flowing slurry test.46
Bibliography .47

iv © ISO 2010 – All rights reserved

ISO 28781:2010(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 28781 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 28781:2010(E)
Introduction
This International Standard has been developed by users/purchasers and suppliers/manufacturers of
subsurface barrier valves and related equipment as defined herein and is intended for use in the petroleum
and natural gas industry worldwide to give requirements and information to both parties in the selection,
manufacture, testing and use. Further, this International Standard addresses the minimum requirements with
which the supplier/manufacturer is to comply so as to claim conformity with this International Standard.
This International Standard has been structured with six different types of barrier valves. This differentiation is
due to the range of product functionality, such as the direction in which pressure is held and its use in pre- or
post-production/injection operations.
This International Standard has been structured with grades of increased requirements in quality control and
design validation. These grades allow the user/purchaser to select the level of requirements that are required
for a specific application.
There are two quality grades: quality grade Q2 is the minimum grade of quality offered by this International
Standard and quality grade Q1 is the highest grade provided. Additional quality requirements can be specified
by the user/purchaser as supplemental requirements.
There are three design validation grades, which provide the user/purchaser with a choice of requirements to
meet their preference or application. Design validation grade V3 is the minimum grade and V1 is the most
stringent grade provided.
Annexes B, C, D and E are normative requirements, where Annexes A, F, G and H are informative.
The International System of Units (SI) is used in this International Standard, however US Customary (USC) or
other units are also shown for reference.
It is required that users of this International Standard be aware that requirements beyond those outlined in this
International Standard can 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 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 International Standard and provide details.

vi © ISO 2010 – All rights reserved

INTERNATIONAL STANDARD ISO 28781:2010(E)

Petroleum and natural gas industries — Drilling and production
equipment — Subsurface barrier valves and related equipment
1 Scope
This International Standard provides the requirements for subsurface barrier valves and related equipment as
they are defined herein for use in the petroleum and natural gas industries. Included are the requirements for
design, design validation, manufacturing, functional evaluation, repair, redress, handling and storage.
Subsurface barrier valves provide a means of isolating the formation or creating a barrier in the tubular to
facilitate the performance of pre- and/or post-production/injection operational activities in the well.
The subsurface barrier valve is not designed as an emergency or fail-safe flow controlling safety device.
This International Standard does not cover installation and maintenance, control systems such as computer
systems, and control conduits not integral to the barrier valve. Also not included are products covered under
ISO 17078, ISO 16070, ISO 14310, ISO 10432, ISO 10423 and the following products: downhole chokes,
wellhead plugs, sliding sleeves, casing-mounted flow-control valves, injection valves, well-condition-activated
valves or drill-stem test tools. This International Standard does not cover the connections to the well conduit.
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 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 6506 (all parts), Metallic materials — Brinell hardness test
ISO 6508 (all parts), Metallic materials — Rockwell hardness test
ISO 9000, Quality management systems — Fundamentals and vocabulary
ISO 9712, Non-destructive testing — Qualification and certification of personnel
ISO 10414-1, Petroleum and natural gas industries — Field testing of drilling fluids — Part 1: Water-based
fluids
ISO 18265, Metallic materials — Conversion of hardness values
ISO 28781:2010(E)
API Manual of Petroleum Measurement Standards, Chapter 10 — Sediment and Water — Section 4: 1999,
1)
Determination of Sediment and Water in Crude Oil by the Centrifuge Method (Field Procedure)
2)
ASME Boiler and Pressure Vessel Code (BPVC), Section II, Materials Specification — Part D: Properties
ASME, Boiler and Pressure Vessel Code (BPVC) — Section VIII — Rules for Construction of Pressure
Vessels — Division 1, UW-40: Procedures for Post-weld Heat Treatment
ASME, Boiler and Pressure Vessel Code (BPVC) — Section VIII: Division 1, Appendix 8: Methods for Liquid
Penetrant Examination (PT)
ASME, Boiler and Pressure Vessel Code (BPVC) — Section IX: Welding and Brazing Qualifications
ASTM E165, Standard Test Method for Liquid Penetrant Examination
3 Terms and definitions
For the purposes of this document, the terms and definitions given in ISO 9000 and the following apply.
3.1
assembly (noun)
product comprised of more than one component
3.2
ambient temperature
prevailing temperature at test site
3.3
barrier
obstacle or impediment to flow and/or pressure
3.4
base design
design of a specified size, type and model of subsurface barrier valve that has passed the requirements of
Annex B and meets the requirements of this International Standard
3.5
batch-lot-traceable
〈material or components〉 having undergone the same process or series of processes and being traceable to
one batch of material
3.6
casing
pipe extending from the surface and intended to line the walls of a drilled well
3.7
casing-mounted flow-control valves
downhole valves permanently installed as a component of the casing or liner (pipe not extending from the
surface and intended to line the walls of a drilled well)

1)
American Petroleum Institute, 1220 L Street NW, Washington, DC 20005-4070, USA.
2)
American Society of Mechanical Engineers, Three Park Avenue, New York, NY 10016-5990, USA.
2 © ISO 2010 – All rights reserved

ISO 28781:2010(E)
3.8
city water
water that is provided by the local water utility system and is unprocessed thereafter
3.9
common hardware
non-critical nuts, bolts, set screws and spacers
3.10
design validation
process of proving a design by testing to demonstrate conformity of the product to design requirements
[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
[ISO/TS 29001:2010, 3.1.8]
NOTE Design verification includes activities such as design reviews, design calculations, physical tests, comparison
with similar designs and historical records of defined operating conditions.
3.12
downhole choke
downhole device used to restrict flow rates through its ID and not intended to seal as a barrier
3.13
drift diameter
minimum ID of a subsurface barrier valve, expressed as the OD of the drift bar utilized during assembly
verification
3.14
drill-stem test tools
downhole tools temporarily set in place for the purpose of evaluating the production potential of the chosen
formation
3.15
end connection
subsurface-barrier-valve equipment/tubular connecting interface
3.16
environment
set of conditions to which a product is exposed
3.17
external means
signal or method used to actuate a barrier valve that is instigated by human intention
3.18
fit
geometric relationship between parts
NOTE This includes the tolerance criteria used during the design of a part and its mating parts, including seals
adjusted to or shaped for their purpose.
ISO 28781:2010(E)
3.19
frangible flapper
barrier-valve mechanism characterized by a flapper/seat combination and deactivated by applied pressure or
impact resulting in the destruction of the flapper
3.20
function
operation of a product during service
3.21
functional specification
features, characteristics, process conditions, boundaries and exclusions defining the performance and use
requirements of the products
3.22
functional test
test processes performed to confirm proper operation of subsurface-barrier-valve products
3.23
heat-lot traceable
〈material or components〉 having undergone the same process or series of processes and being traceable to
one heat of material
3.24
heat treatment
alternate steps of controlled heating and cooling of materials for the purpose of changing mechanical
properties
3.25
informative
〈information〉 intended to enlighten the user/purchaser or supplier/manufacturer, without containing
requirements
3.26
injection valve
downhole valve that is normally closed and opened by injected flow within the primary conduit and used for
long-term well injection to prevent back-flow
3.27
interchangeable
conforming in every detail, within specified tolerances, to both fit and function of a safe design but not
necessarily to the form
3.28
interchangeability
state of conforming in every detail, within specified tolerances, to both fit and function of a safe design but not
necessarily to the form
3.29
job-lot traceable
batch of material or components that have undergone the same process or series of processes
NOTE This may include more than one heat.
3.30
life cycle
expected period of time or specified number of actuations that the product shall function according to the
manufacturer's specifications
4 © ISO 2010 – All rights reserved

ISO 28781:2010(E)
3.31
manufacturing
processes and actions performed by an equipment supplier/manufacturer that are necessary to provide
finished component(s), assembly(ies) and related documentation, that fulfill the requests of the user/purchaser
and 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 surrendered to a transportation provider.
3.32
model
subsurface-barrier-valve products with unique components and operating characteristics that differentiate it
from other subsurface-barrier-valve products of the same type
3.33
normative
〈information or procedures〉 mandatory for the user/purchaser or supplier/manufacturer to comply with this
International Standard
3.34
operating manual
publication issued by the manufacturer, which contains detailed data and instructions related to the design,
installation, operation and maintenance of subsurface-barrier-valve products
3.35
operating temperature range
range defined by the minimum and maximum operating temperatures for products as specified by the
supplier/manufacturer
3.36
post-production
indicating the point in time when production/injection has begun
3.37
pre-production/injection
indicating the point in time prior to injection or production
3.38
profile
feature that is designed for the reception of a locking mechanism
3.39
proof test
testing specified by the manufacturer, which is performed to verify that the subsurface barrier valve meets
those requirements of the technical specification that are relevant to the validation testing performance
3.40
qualified person
individual or individuals with characteristics or 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
3.41
rated pressure
maximum subsurface-barrier-valve pressure limit as defined by the supplier/manufacturer for external, internal
and barrier differential pressures
3.42
resetting
returning the tool to its original condition without redress or repair
ISO 28781:2010(E)
3.43
room temperature
temperature, typically between 15 °C (60 °F) and 26 °C (80 °F)
3.44
sealing element
device preventing passage (i.e. communication) of liquid and/or gas across the interface in which it is placed
3.45
shear device
component designed to disconnect under a predetermined load
3.46
size
relevant dimensional characteristics (nominal tubing/casing) of the product as defined by the
supplier/manufacturer
3.47
sliding sleeve
tubing-mounted device designed such that it is activated to open or close communication between the
tubing-to-casing annulus by moving a sleeve
3.48
special feature
specific additional functional capability not validated by the validation testing in accordance with Annex B
3.49
stress factor
ratio of the actual stress divided by the yield stress in a given component
3.50
stress relieving
controlled heating of material to a predetermined temperature for the purpose of reducing any residual
stresses
3.51
substantive change
change to the design that is identified by the supplier/manufacturer as affecting the performance of the
product
3.52
subsurface barrier valve
subsurface (below the tubing hanger) valves activated to either open and/or close by external means
NOTE When closed, the subsurface barrier valve provides a pressure obstruction from above and/or below and a
means of isolating the formation or creating a barrier in the tubular. It is not an emergency or fail-safe flow controlling
device.
3.53
subsurface-barrier-valve tool
tools used with subsurface-barrier-valves to perform their primary function(s) or provide another intended
design function
3.54
test vessel
test apparatus that contains the subsurface barrier valve
6 © ISO 2010 – All rights reserved

ISO 28781:2010(E)
3.55
type
subsurface-barrier-valve product with unique characteristics that differentiate it from other
subsurface-barrier-valve equipment
3.56
validation test
test performed to qualify a particular size, type and model of subsurface-barrier-valve product for a specific
grade of service
3.57
well-condition-activated valve
downhole valve that is not activated by intervention or intentional action(s)
EXAMPLE Chemical- or temperature-activation methods.
3.58
wellhead plug
flow-control device located in the primary bore of a wellhead
4 Abbreviated terms
AQL acceptance quality level
BPD barrels per day
NDE non-destructive examination
OD outside diameter
ID inside diameter
MTR material test report
COC certificate of conformity
5 Functional requirements
5.1 General
5.1.1 Functional requirements
The user/purchaser shall prepare a functional specification for ordering products that conform with this
International Standard and specify the requirements defined herein, as applicable, and/or identify the
supplier's/manufacturer's specific product by the unique identifier. These requirements and operating
conditions may be conveyed by means of text, dimensional drawing, data sheet or other suitable
documentation.
5.1.2 Product types
5.1.2.1 The user/purchaser shall select one product type from Table 1. Validation testing requirements
are specified in Annex B and functional testing requirements are specified in Annex C.
NOTE Product applications and types are discussed in Annex A.
ISO 28781:2010(E)
Table 1 — Subsurface-barrier-valve types
Barrier from above Barrier from below Barrier from above and below
Pre-production and/or injection
Type A Type B Type C
barrier valves
a
Post-production/injection Type AA Type BB Type CC
a
Post-production/injection valves are inclusive of pre-production and/or injection barrier-valve capabilities; for example type AA
valves include the capabilities of type A valves.
5.1.2.2 Valve types A, B and C are typically designed for use during the completion process, after which
they become inactive. Details are listed below:
⎯ type A: barrier valve designed to be a barrier from above, typically for fluid-loss control or reservoir
protection and capable of being pressure tested from above;
⎯ type B: barrier valve designed to be a barrier from below, typically for well control or reservoir protection
and capable of being pressure tested from below;
⎯ type C: bi-directional barrier valve designed to be a barrier from above and below and capable of being
pressure tested in both directions.
5.1.2.3 Valve types AA, BB and CC are designed for use in pre- and post-production/injection
applications, where they can be actuated more than once, as specified by product design. Details are listed
below:
⎯ type AA: barrier valve designed to be a barrier from above, typically for fluid-loss control or reservoir
protection and capable of being pressure tested from above; the valve operates open and
closed and maintains its pressure integrity over its predetermined life cycle;
⎯ type BB: barrier valve designed to be a barrier from below, typically for well control or reservoir
protection and capable of being pressure tested from below; the valve operates open and
closed and maintains its pressure integrity over its predetermined life cycle;
⎯ type CC: bi-directional barrier valve designed to be a barrier from above and below and capable of
being pressure tested in both directions; the valve operates open and closed and maintains
its pressure integrity over its predetermined life cycle.
NOTE The rated pressures for bi-directional barrier valves are possibly not the same from above and below.
5.1.3 Design validation grades
The user/purchaser shall select one design validation grade from Table 2 for each product design being
provided. These are proof of design evaluations that are performed on the base design. The detailed
requirements for each validation grade are specified in Annex B.
8 © ISO 2010 – All rights reserved

ISO 28781:2010(E)
Table 2 — Subsurface-barrier-valve validation grade summary
V1: Enhanced design validations Design validations and verifications are required to support the
manufacturer/supplier rated limits. These include rated pressure range,
(V1 includes the requirements of V2)
temperature range, actuation functionality, and all other stated capabilities and a
performance envelope in accordance with Annex E. These products conform to
V1 acceptance criteria as specified in Annex B.
V2: Design validations Same as V1 (preceeding) except that these products conform to V2 acceptance
criteria as specified in Annex B.
V3: Supplier's/manufacturer's design Design evaluations are specified by the supplier/manufacturer and are intended
validations and field history to meet the requirements of this International Standard. Documented evidence of
testing or evaluation results conforming to the supplier/manufacturer defined
acceptance criteria meet this requirement.
Additionally, a documented field history of successful performance of products in
an environment similar to that of the functional requirements, for products of the
same size, type and model; see B.3.2.3.2.
5.1.4 Quality grades
The user/purchaser may select one quality grade from Table 3 for each product design provided or may
provide specific quality requirements. Products shall be supplied to Q2 unless otherwise specified. A summary
of the quality grade requirements is given in Table 4 and the detailed requirements for each grade are given in
Clause 7.
Table 3 — Subsurface-barrier-valve quality grades
Q1: Enhanced quality requirements This includes material certifications, NDE documentation, traceability records,
functional testing documentation and COCs for coatings, overlays, welding,
(Q1 includes the requirements of Q2)
brazing and heat treating.
Q1 requires 100 % NDE inspection of components.
Q2: Standard quality requirements Quality requirements as summarized in Table 4.
Q2 allows sample plan NDE inspections as specified by the manufacturer.
5.2 Functional characteristics
The functional characteristics shall include, but not be limited to, the following, as applicable, for each
subsurface barrier valve and required tool:
a) type of control system and its limits;
b) methods of actuation (surface-controlled, subsurface-controlled);
c) type of subsurface-barrier-valve closing mechanism (ball, flapper, sleeve, etc.);
d) holding the subsurface barrier valve open without the use of the primary operating mechanism (temporary
or permanent lock-open systems);
e) pump-through capability;
f) independent back-up operating system;
g) specific number of cycles, actuations;
ISO 28781:2010(E)
h) contingency opening/closing feature/procedure independent of 5.2 f);
i) conditions and/or mechanisms causing valve operation, and the conditions under which the valve is
designed to close or open;
j) requirements for retrieval and/or repair;
k) acceptance of the introduction of debris to the wellbore upon actuation.
5.3 Well parameters
The following well parameters shall be specified, as applicable:
a) well location (land, platform, subsea);
b) size, mass (weight), grade and material of the casing and tubulars;
c) casing and/or tubing architecture, trajectory, deviations, maximum dog-leg severity;
d) setting depth (maximum required for application) and control fluid type/properties, supply pressure, supply
line(s) and connection rating(s);
e) restrictions through which the subsurface barrier valve shall pass and restrictions/profiles through which
the subsurface-barrier-valve tools/accessories shall pass;
f) mud type and composition.
5.4 Operational parameters
The operational parameters shall include, but not be limited to, the following, as applicable, for each
subsurface barrier valve and required tools:
a) maximum rated pressure, for both external, internal and barrier differential pressures;
b) rated temperature range, for both maximum and minimum in static and operational conditions;
c) maximum allowable pressure drop at maximum flow rate through subsurface barrier valve;
d) loading conditions, including combined loading (pressures, tension/compression, torque, bending,
intermittent conditions, such as pressure testing with temporary test plugs) and the corresponding
temperature limits anticipated;
e) any well-pumping operations, including parameters such as acidizing (e.g. composition of the acid),
sand/proppant description, fluid flow rate, proppant/fluid ratio or sand/fluid ratio, pressure, temperature
and exposure time and any other chemicals.
5.5 Environmental compatibility
The following shall be identified for the barrier valve and required tools to ensure environmental compatibility:
a) anticipated production/injection/annulus fluid chemical and physical composition, including solids (sand
production, scale, etc.) to which the subsurface barrier valve is exposed during its life cycle;
b) in cases where the user/purchaser has access to corrosion property data and/or research that is
applicable to the functional specification, the user/purchaser shall state which material(s) have the ability
to perform as required;
10 © ISO 2010 – All rights reserved

ISO 28781:2010(E)
c) in cases where the user/purchaser elects to use materials specified by the supplier, the user/purchaser
shall provide the necessary environmental conditions to enable the proper selection of materials for the
environment;
d) at valve setting depth, the minimum, maximum and normal values of the production/injection pressures
and temperatures at the anticipated flow rates;
e) environmental conditions during transportation, storage and at surface prior to and during deployment.
5.6 Compatibility with related well equipment
The following information, as applicable, shall be specified to ensure the compatibility of the subsurface barrier
valve and required tools with the related well equipment:
a) subsurface-barrier-valve size and the external connection to the well tubulars, the configuration of the
external interface connections (these connections are not included in the evaluation of combined loading);
b) details of any devices being run through the subsurface barrier valve, such as, size, type and
configuration of the other devices;
c) internal receptacle profile(s) required in the subsurface barrier valve for receiving related well equipment,
including sealing bore, dimension(s), eccentricity and respective locations;
d) requirement(s) for continuity of flow path and/or through bore access (size length, etc.), passage of
conduits (electrical/hydraulic, etc.) between valve OD and casing ID, and/or open-hole ID restrictions.
5.7 Optional requirements
5.7.1 Alternate liquid leakage test acceptance criteria
The user/purchaser may select an alternate barrier liquid-leakage test acceptance criteria, as provided in
Annex F.
5.7.2 Performance envelope for V2
The user/purchaser may request a performance envelope supplied to illustrate the combined effects of
pressure, temperature and axial loads for V2 barrier valves; see Annex E.
5.7.3 Additional validation testing
The user/purchaser may select additional validation testing performed as defined in Annex G, and/or in
Annex H.
5.7.4 Additional quality requirements
The user/purchaser may require the performance of additional quality inspection operations.
6 Technical specification
6.1 General
The supplier/manufacturer shall provide the user/purchaser with a technical specification that conforms to the
requirements defined in the functional specification, or identifies in detail where variance(s) are offered. The
supplier/manufacturer shall also provide the user/purchaser with the technical and manufacturing data
required by 7.2.
ISO 28781:2010(E)
6.2 Technical characteristics
The subsurface barrier valve and barrier-valve-related tools shall perform in accordance with the functional
specification, as stated in Clause 5, and within the limitations defined in the product-specific operating manual
and design criteria.
6.3 Design criteria
6.3.1 General
Subsurface-barrier-valve designs shall permit prediction and repeatability of conditions required for opening
and/or closing. Barrier-valve products shall be designed to meet the design validation requirements and the
requirements of the functional specification. Final approval of the design shall be performed and documented
by a qualified person(s) other than the person who created the original design.
6.3.2 Design requirements
6.3.2.1 General
The supplier/manufacturer shall establish internal yield pressure, collapse pressure and minimum
tensile/compressive strength ratings (excluding end connections), geometrical dimensions and the operational
capabilities necessary to meet the requirements of this International Standard.
External pressure, tensile, compression and internal chamber ratings shall be established based on design
calculatio
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