EN ISO 17078-3:2009

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.Industrija za predelavo nafte in zemeljskega plina - Vrtalna in proizvodna oprema - 3. del: Orodja za vgradnjo, demontažo in premikanje ter kljuke za vpenjalne osi s stranskimi žepi
(ISO 17078-3:2009)Erdöl- und Erdgasindustrie - Bohr- und Fördereinrichtungen - Teil 3: Setzgeräte, Fang-/Ziehgeräte, Orientierungswerkzeuge, Verriegelungen für Gasliftventile (ISO 17078-3:2009)Industries du pétrole et du gaz naturel - Équipement de forage et de production - Partie 3: Outils de mise en place, de dépose, de déviation et de verrouillage pour raccords à poche latérale (ISO 17078-3:2009)Petroleum and natural gas industries - Drilling and production equipment - Part 3: Running tools, pulling tools and kick-over tools and latches for side-pocket mandrels (ISO 17078-3:2009)75.180.10Oprema za raziskovanje in odkopavanjeExploratory and extraction equipmentICS:Ta slovenski standard je istoveten z:EN ISO 17078-3:2009SIST EN ISO 17078-3:2009en,fr01-junij-2009SIST EN ISO 17078-3:2009SLOVENSKI
STANDARD
EUROPEAN STANDARDNORME EUROPÉENNEEUROPÄISCHE NORMEN ISO 17078-3April 2009ICS 75.180.10 English VersionPetroleum and natural gas industries - Drilling and productionequipment - Part 3: Running tools, pulling tools and kick-overtools and latches for side-pocket mandrels (ISO 17078-3:2009)Industries du pétrole et du gaz naturel - Équipement deforage et de production - Partie 3: Outils de mise en place,de dépose, de déviation et de verrouillage pour raccords àpoche latérale (ISO 17078-3:2009)Erdöl- und Erdgasindustrie - Bohr- und Fördereinrichtungen- Teil 3: Setzgeräte, Fang-/Ziehgeräte,Orientierungswerkzeuge, Verriegelungen für Gasliftventile(ISO 17078-3:2009)This European Standard was approved by CEN on 16 March 2009.CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this EuropeanStandard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such nationalstandards 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 translationunder the responsibility of a CEN member into its own language and notified to the CEN Management Centre has the same status as theofficial 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 STANDARDIZATIONCOMITÉ EUROPÉEN DE NORMALISATIONEUROPÄISCHES KOMITEE FÜR NORMUNGManagement Centre:
Avenue Marnix 17,
B-1000 Brussels© 2009 CENAll rights of exploitation in any form and by any means reservedworldwide for CEN national Members.Ref. No. EN ISO 17078-3:2009: ESIST EN ISO 17078-3:2009

Reference numberISO 17078-3:2009(E)© ISO 2009
INTERNATIONAL STANDARD ISO17078-3First edition2009-04-15Petroleum and natural gas industries — Drilling and production equipment — Part 3: Running tools, pulling tools and kick-over tools and latches for side-pocket mandrels Industries du pétrole et du gaz naturel — Équipement de forage et de production — Partie 3: Outils de mise en place, de dépose, de déviation et de verrouillage pour raccords à poche latérale
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ii © ISO 2009 – All rights reserved
ISO 17078-3:2009(E) © ISO 2009 – All rights reserved iiiContents Page Foreword.iv Introduction.v 1 Scope.1 2 Normative references.1 3 Terms and definitions.2 4 Symbols and abbreviated terms.7 5 Functional specification.7 5.1 General.7 5.2 Functional characteristics.8 5.3 Well parameters.9 5.4 Operational parameters.10 5.5 Environmental service grades (class designation).10 5.6 Design validation grades.10 5.7 Product functional testing grades.10 5.8 Quality grades.11 5.9 Additional testing.11 6 Technical specification.11 6.1 General requirements.11 6.2 Technical requirements.11 6.3 Design criteria.11 6.4 Allowable design changes.15 6.5 Design verification and validation requirements.16 6.6 Product functional testing requirements.17 7 Supplier/manufacturer requirements.17 7.1 General.17 7.2 Documentation and data control.17 7.3 Product identification requirements.19 7.4 Quality control requirements.20 7.5 Heat treatment requirements.24 7.6 Welding requirements.24 7.7 Non-destructive examination (NDE) requirements.25 7.8 Storage and shipping preparation.25 7.9 Allowable changes after manufacturing.25 7.10 Reconditioning and repair of used running, pulling and kick-over tools and latches.26 Annex A (normative)
Requirements for running and pulling tools.27 Annex B (normative)
Requirements for kick-over tools.29 Annex C (normative)
Requirements for latches.32 Annex D (normative)
Side-pocket mandrel tool interface evaluations.35 Annex E (informative)
Figures.38 Bibliography.41
ISO 17078-3:2009(E) iv © ISO 2009 – All rights reserved 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 17078-3 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 tools, pulling tools and kick-over tools and latches for side-pocket mandrels ⎯ Part 4: Practices for side-pocket mandrels and related equipment SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved vIntroduction This part of ISO 17078 has been developed by users/purchasers and suppliers/manufacturers of running tools, pulling tools, kick-over tools, and latches used for the installation and retrieval of flow control and other devices in side-pocket mandrels 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 these latches and related tools. Further, this part of ISO 17078 addresses supplier/manufacturer requirements that set the minimum parameters with which suppliers/manufacturers must 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 necessary grade for a specific application. Well environmental service classes. One environmental service class is provided for running tools, pulling tools and kick-over tools, and four environmental service classes are provided for latches. These variations provide the user/purchaser with a range of choices from which to select products to meet varying environmental conditions. Design validation grades. There are two design validation grades for running tools, pulling tools, kick-over tools and latches 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 will meet the requirements and that the user/purchaser is able to compare these requirements with his or her 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 two product functional testing grades for running tools, pulling tools, kick-over tools and latches that provide the user/purchaser with a range of choices for confirming that products manufactured under this part of ISO 17078 meet the design specifications. Quality control grades. There are two quality grades for running tools, pulling tools, kick-over tools and latches 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 industries. ISO 17078-2 provides requirements for flow-control devices for side-pocket mandrels. ISO 17078-4 provides supplemental aids and guidelines for using these tools.
INTERNATIONAL STANDARD ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 1Petroleum and natural gas industries — Drilling and production equipment — Part 3: Running tools, pulling tools and kick-over tools and latches for side-pocket mandrels 1 Scope This part of ISO 17078 provides requirements and guidelines for running tools, pulling tools, kick-over tools and latches used for the installation and retrieval of flow control and other devices to be installed in side-pocket mandrels for use in the petroleum and natural gas industries. This includes requirements for specifying, selecting, designing, manufacturing, quality control, testing and preparation for shipping of these tools and latches. Additionally, it includes information regarding performance testing and calibration procedures. The processes of installation, retrieval, maintenance and reconditioning of used running, pulling and kick-over tools and latches are outside the scope of this part of ISO 17078. Centre-set and tubing-retrievable mandrel applications are not covered. 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 level (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 6506-1, Metallic materials — Brinell hardness test — Part 1: Test method ISO 6507-1, Metallic materials — Vickers hardness test — Part 1: Test method ISO 6508-1, Metallic materials — Rockwell hardness test — Part 1: Test method (scales A, B, C, D, E, F, G, H, K, N, T) ISO 6892, Metallic materials — Tensile testing at ambient temperature ISO 9000, Quality management systems — Fundamentals and vocabulary ISO 15156 (all parts), Petroleum and natural gas industries — Materials for use in H2S-containing environments in oil and gas production SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) 2 © ISO 2009 – All rights reserved ISO 17078-1:2004, Petroleum and natural gas industries — Drilling and production equipment — Side-pocket mandrels ISO 17078-2:2007, Petroleum and natural gas industries — Drilling and production equipment — Flow-control devices for side-pocket mandrels ISO/IEC 17025, General requirements for the competence of testing and calibration laboratories ASME BPVC-VIII:2007, BPVC Section VIII-Rules for Construction of Pressure Vessels Division 1 1) ASME BPVC-IX:2007, BPVC Section IX-Welding and Brazing Qualifications ASTM A370, Standard Test Methods and Definitions for Mechanical Testing of Steel Products ASTM D1415, Standard Test Method for Rubber Property — International Hardness 2) ASTM D2240, Standard Test Method for Rubber Property — Durometer Hardness ASTM E18, Standard Test Methods for Rockwell Hardness of Metallic Materials SAE AMSH6875:1998, Heat Treatment of Steel Raw Materials 3) 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 agreement/acknowledgement that latches and related tool component(s) and/or assembly(ies) can be used without restriction NOTE Adapted from ISO 17078-1:2004, definition 3.1. 3.2 bluing application of blue indicating fluid used to determine interference between parts 3.3 certificate of conformance documentation declaring that a specific running, pulling or kick-over tool or latch meets the requirements of this part of ISO 17078 and the requirements of the functional specification 3.4 center-set mandrel US centre-set mandrel GB mandrel device used to contain a flow-control device in the centre of a tubing string
1) American Society of Mechanical Engineers, Three Park Avenue, New York, NY 10016-5990, USA. 2) American Society for Testing and Materials, 100 Barr Harbor Drive, West Conshohoken, PA 19428-2959, USA. 3) SAE International, 400 Commonwealth Drive, Warrendale, PA 15096-0001, USA. SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 33.5 coating application of a thin film of one material on the surface of another material for various purposes [ISO 17078-2] 3.6 conveyance delivery or retrieval system for a flow-control device and associated equipment 3.7 critical length linear distance in a side-pocket mandrel between the top of the orienting sleeve slot and the face of the pocket, measured perpendicular to the face of the pocket 3.8 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. [ISO 17078-1] 3.9 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 [ISO 17078-1] 3.10 design method method, procedure or equations used by the supplier/manufacturer to design a running, pulling or kick-over tool or a latch product 3.11 design validation process of proving a design by testing to demonstrate conformity of the product to design requirements 3.12 design verification process of examining the result of a given design or development activity to determine conformity with specified requirements 3.13 deviation wellbore inclination in degrees from true vertical 3.14 end connections threads integral to the running, pulling and kick-over tools, male or female, used to connect these tools to the tool string and to connect latches to the flow-control device 3.15 environmental service grade environmental service class category of environmental conditions for which the latches and related tools are designed to be used SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) 4 © ISO 2009 – All rights reserved 3.16 flow-control device device installed in a side-pocket mandrel to control flow of fluids between a well's casing annulus and tubing 3.17 full life cycle expected period of time that the product functions according to supplier's/manufacturer's specifications NOTE Adapted from ISO 17078-1:2004, definition 3.17. 3.18 functionality definition or description of the performance with associated properties, characteristics and limits of a running, pulling or kick-over tool or a latch NOTE Adapted from ISO 17078-2:2007, definition 3.21. This definition also differs from that given in ISO 17078-1. 3.19 heat
〈cast lot〉 material originating from a final melt NOTE For re-melted alloys, a heat is defined as the raw material originating from a single re-melted ingot. [ISO 17078-2] 3.20 interface compatibility capability of a component to fit with other associated components and to perform a defined function in conjunction with them 3.21 job lot group or quantity of piece parts, subassemblies or assemblies that are grouped or processed together during the manufacturing process [ISO 17078-1] 3.22 kick-over tool device used to orient or align a pulling or running tool for installation or retrieval of a flow-control device into or out of a side-pocket mandrel NOTE See Figures E.3 and E.4. 3.23 latch retention mechanism for a flow-control device that is landed in the side-pocket mandrel NOTE See Figure E.5. 3.24 model running, pulling or kick-over tool or latch that has unique components and functional characteristics that differentiate it from other products of the same type SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 53.25 operating environment set of environmental conditions to which the product is exposed during its service life NOTE Environmental conditions can include temperature, pressure, liquid composition and properties, gas composition and properties, solids, etc. [ISO 17078-1] 3.26 operational parameter requirement and/or restriction that the product is exposed to during its service life EXAMPLE Operating environment, method(s) or condition(s) of installation and retrieval of latches and related tools, exposure to well treatment chemicals/fluids, etc. [ISO 17078-1] 3.27 product functional testing process, method(s) and/or test(s) used by the supplier/manufacturer to demonstrate that a particular running, pulling or kick-over tool and/or latch has been manufactured to fully meet the functional and manufacturing requirements for that product 3.28 pulling tool device used to connect to and retrieve a flow-control or other device from a side-pocket mandrel NOTE See Figure E.2. 3.29 quality control process and/or method(s) used by the supplier/manufacturer to ensure the quality of the materials and manufacturing process(es) [ISO 17078-2] 3.30 rated pressure maximum differential pressure, at the rated temperature, to which the latches and related tools are designed to be subjected in normal operation 3.31 rated temperature maximum temperature, at a specified pressure, to which the latches and related tools are designed to be subjected in normal operation 3.32 running tool device used to connect to and install a flow control or other device into a side-pocket mandrel NOTE See Figure E.1. 3.33 side-pocket mandrel tubing-mounted device that accepts a flow-control or other device in a bore that is offset from and essentially parallel with the through-bore of the tubing product NOTE This parallel bore includes sealing surfaces and latching profiles. SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) 6 © ISO 2009 – All rights reserved 3.34 significant design change
change to the design identified by the supplier/manufacturer that may affect the performance of the product in the intended service condition 3.35 supplier/manufacturer company, organization or entity that designs, manufactures and/or markets latches and related tools 3.36 technical specification parameters stating the operating limit(s) relating to the design, assembly and testing of the component parts or assemblies NOTE Adapted from ISO 17078-1:2004, definition 3.43. This definition also differs from that given in ISO 17078-2. 3.37 test pressure maximum pressure at test temperature, as specified by the pertinent test procedure NOTE This definition differs from those given in ISO 17078-1 and ISO 17078-2. 3.38 test temperature temperature, as specified by the pertinent test procedure, at which the test is conducted [ISO 17078-2]
3.39 tool string assembly of components required to install or retrieve a flow-control device 3.40 traceability 〈job lot〉 ability for individual components to be designated as originating from a job lot that identifies the included heat(s) NOTE Adapted from ISO 17078-2:2007, definition 3.49. This definition also differs from that given in ISO 17078-1. 3.41 tubing mass mass per length of tubular product NOTE Under the International System of Units, the SI, “mass” is the appropriate term for a quantity denominated in kilograms or pounds-mass, and “weight is the appropriate term for a force denominated in newtons or pounds-force. 3.42 tubing-retrievable mandrel device used to contain a flow-control device where the tubing must be pulled to install or retrieve the flow-control device 3.43 type latch or related tools or other components that are distinguished by a particular method of operation 3.44 user/purchaser company, organization or entity that purchases, installs and uses latches and related tools SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 73.45 validated design family design family whereby the validation of one or more representative design(s) and product(s) permits the entire design family to be treated as validated by association, see 6.4 3.46 welding method for joining two metallic substances through a process of melting and re-solidification NOTE The term “welding” covers welding, brazing or soldering operations. 3.47 wireline equipment and associated technique(s) used to install and retrieve latches and related tools in a well using a continuous length of solid line (slick line) or stranded wire, appropriate spooling equipment at the surface and mass and specialized tools attached to the well (downhole) end of the wire 3.48 yield strength stress level measured at a specific test temperature beyond which the material plastically deforms and will not return to its original dimensions NOTE The yield strength is expressed in units of force per unit area. 4 Symbols and abbreviated terms ANSI American National Standards Institute ASME American Society of Mechanical Engineers ASTM American Society for Testing and Materials AWS American Welding Society HAZ heat affected zone NDE non-destructive testing method PQR procedure qualification record WPQ welder performance qualification WPS weld procedure specification 5 Functional specification 5.1 General The purpose of the functional specification is to provide the user/purchaser guidance in specifying and defining the functional requirements for running tools, pulling tools, kick-over tools and latches. The user/purchaser shall prepare a functional specification to order products that conform to this part of ISO 17078 and specify the following requirements and operating conditions as appropriate, and/or identify the supplier's/manufacturer's specific product. These requirements and operating conditions may be conveyed by means of a dimensional drawing, data sheet or other suitable documentation. SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) 8 © ISO 2009 – All rights reserved Exceptional conditions can require running tools, pulling tools, kick-over tools and latches that are outside of the scope of this part of ISO 17078. In such cases, the user/purchaser and the supplier/manufacturer shall develop a mutually acceptable design and evaluation programme that meets the intent and spirit of this part of ISO 17078. 5.2 Functional characteristics The following are the functional characteristics of running, pulling and kick-over tools and of latches. The user/purchaser shall specify, as applicable: a) running, pulling and kick-over tools, and latches: 1) side-pocket mandrel type, size and supplier/manufacturer; 2) side-pocket mandrel drift diameter; 3) side-pocket mandrel depth(s); 4) latch type; 5) tubing size and mass (mass per unit of length) 4); 6) tubing restrictions, e.g. nipples; 7) well deviation at side-pocket mandrel depth; b) flow-control device: 1) size and/or type and/or model of the flow-control device to be secured in the side-pocket mandrel; 2) special porting configuration requirements (e.g. fluted latch, flow through latch); 3) special attachment orientation (e.g. bottom latch, integral top latch); c) conveyance method: 1) wireline; 2) coiled tubing; 3) tractors; 4) other conveyance method(s); d) critical factors: 1) extraordinary jarring force requirements; 2) indication of a non-standard condition from an impression block or other sensor; 3) other factor(s) as defined by the user/purchaser;
4) Under the International System of Units, the SI, “mass” is the appropriate term for a quantity denominated in kilograms or pounds-mass, and “weight” is the appropriate term for a force denominated in newtons or pounds-force. SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 9e) compatibility: 1) definition of the equipment types and/or specifications with which compatibility of the latches and related tools is to be ensured; 2) side-pocket mandrel critical length; 3) orienting sleeve slot width and geometry; 4) flow-control device connection compatibility with latch; 5) tool guard/deflector/discriminator dimensions; 6) mandrel pocket geometry compatibility with latch profile; 7) other pertinent information. NOTE Refer to the typical figures in Annex E. 5.3 Well parameters 5.3.1 Well fluid parameters The well fluid parameters to which the running tools, pulling tools, kick-over tools and latches will be exposed during their full life cycle shall be provided as follows. a) Fluid type, chemical composition, specific gravity, etc. of: ⎯ produced fluids (liquid, hydrocarbon gas, CO2, H2S, etc.); ⎯ lift gas (hydrocarbon gas, CO2, etc.); ⎯ injection fluids (water, steam, CO2, chemical, etc.); ⎯ completion fluids; ⎯ cementation fluids; ⎯ treatment/stimulation fluids/chemicals. b) Presence of extraneous components and content details (sand, scale, paraffin, corrosion products, etc.) 5.3.2 Allowable well operations Expected well intervention(s) including its (their) parameters, such as the following, shall be stated: a) acidizing, including acid composition, pressure, temperature and acidizing velocity as well as exposure time and any other chemicals used during well stimulation; b) fracturing, including proppant description, fracture fluid velocity, proppant/fluid ratio; c) sand consolidation operations; d) wireline operations, e.g. pressure surveys, impression blocks, paraffin cutters, perforation tools, swab cups; e) coiled tubing operations; f) cementing operations. SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) 10 © ISO 2009 – All rights reserved 5.3.3 Corrosion information If the user/purchaser has access to the corrosion property data of the operating environment based on historical data and/or research, this information shall be made available to the supplier/manufacturer. The user/purchaser may indicate to the supplier/manufacturer which material(s) has/have the ability to perform as required within the subject well's corrosion environment. 5.4 Operational parameters The user/purchaser shall specify appropriate installation, testing and operational parameters to which the running tools, pulling tools, kick-over tools and latches will be subjected. These shall include but are not limited to: a) minimum and maximum operating temperatures; b) maximum gas or liquid injection rates; c) maximum internal-to-external differential pressure across the flow-control device; d) installation, testing and operational procedures; e) deployment and retrieval method(s). 5.5 Environmental service grades (class designation) The user/purchaser shall specify one of the following environmental service grades for latches. If no grade is specified, grade E4 will be provided. The user/purchaser shall specify the characteristics of the “unique” service. Environmental service grade requirements for each product type are detailed in the applicable annex. Running, pulling and kick-over tools are provided to grade E4 unless specified otherwise. See Table C.1 for the specific requirements. ⎯ E4: Standard service ⎯ E3: Stress cracking service ⎯ E2: Weight loss service ⎯ E1: Unique service 5.6 Design validation grades The user/purchaser shall specify one of the following design validation grades. This part of ISO 17078 provides two design validation grades as stipulated in 6.5 and as specified in Annexes A to D. These design validation grades are V2 (basic level) and V1 (highest level). If no design validation grade is specified, grade V2 is supplied. Design validation grade V1 might not be available for all products. 5.7 Product functional testing grades The user/purchaser shall specify one of the following product functional testing grades for latches. If no product functional testing grade is specified for latches, grade F2 shall be deemed acceptable. Running, pulling and kick-over tools are limited to grade F1. Functional testing grade requirements are detailed in the applicable annex. ⎯ F2: Basic level of product functional testing ⎯ F1: Highest level of product functional testing SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 115.8 Quality grades The user/purchaser shall specify one of the following quality grades. If no quality grade is specified, grade Q2 shall be deemed acceptable. This part of ISO 17078 provides two quality grades, the requirements of which are specified in 7.4. ⎯ Q2: Basic level of quality control ⎯ Q1: Highest level of quality control 5.9 Additional testing The user/purchaser shall specify additional design validation testing and/or product functional testing that is deemed necessary for a specific application. These requirements shall be in addition to those included herein. 6 Technical specification 6.1 General requirements The purpose of the technical specification is to guide the supplier/manufacturer to specify and define the technical requirements for running tools, pulling tools, kick-over tools and latches that are to be designed and manufactured to meet the functional specifications produced by the user/purchaser. The supplier/manufacturer shall prepare the technical specification to meet the requirements defined in the user/purchaser's functional specification as defined in Clause 5. The supplier/manufacturer shall also provide the product data sheet defined in 7.2.4. 6.2 Technical requirements The following are technical requirements for running tools, pulling tools, kick-over tools and latches. a) The running, pulling and kick-over tools shall provide for installation and retrieval of the latch when it is connected to an associated flow-control device. The latch and flow-control device shall be installed in, or retrieved from, the side-pocket mandrel. b) The running tool shall secure the latch to the kick-over tool until the latch and associated flow-control device are secured in the side-pocket mandrel. The pulling tool shall release the locking mechanism of the latch and secure it to the kick-over tool to allow retrieval. The kick-over tool shall orient and/or position the running and pulling tools within the side-pocket mandrel. c) The latch shall secure the flow-control device in the side-pocket mandrel where it shall remain until human intervention defines otherwise. While located in the side-pocket mandrel, the latch shall perform as per its specific technical specification. 6.3 Design criteria 6.3.1 General The supplier/manufacturer shall use the following design criteria in designing the running tools, pulling tools, kick-over tools and latches. The assumptions, calculations and/or other design criteria shall be detailed in the design file for that product. SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) 12 © ISO 2009 – All rights reserved 6.3.2 Materials Materials 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. All materials used shall comply with the supplier's/manufacturer's written specifications. This applies to metallic and non-metallic components. Material substitutions in qualified equipment are allowed without validation testing provided the supplier's/manufacturer's selection criteria are documented. The properties of the substituted materials shall be equal to or uniformly greater than those of the materials used to qualify the design. The substituted materials shall meet all other requirements of this part of ISO 17078. Should the supplier/manufacturer determine that another material will equally or better meet the user's/purchaser's specified material or corrosion prevention requirements for the application, agreement shall be obtained before any change in materials from those indicated by the user/purchaser. 6.3.3 Metals The supplier's/manufacturer's specifications shall define: a) chemical-composition limits; b) heat treatment conditions; c) mechanical-property limits: ⎯ tensile strength; ⎯ yield strength; ⎯ elongation; ⎯ hardness. The mechanical properties for traceable 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 supplier's/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 mechanical property test required after stress relieving. Material test reports provided by the material supplier or the supplier/manufacturer are acceptable documentation when the test specimen conforms to the chemical composition, heat treatment condition and mechanical properties of the specification. Each welded component shall be stress-relieved as specified in the supplier's/manufacturer's written specifications and in accordance with the ASME Boiler and Pressure Vessel Code, paragraphs UCS 56 and UHA 32, Section VIII, Division 1, Subsection C (ASME BPVC-VIII:2007). SIST EN ISO 17078-3:2009

ISO 17078-3:2009(E) © ISO 2009 – All rights reserved 136.3.4 Non-metals The supplier's/manufacturer's written 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: ⎯ tensile strength (at break); ⎯ elongation (at break); ⎯ tensile modulus (at 50 % or 100 %, as applicable); c) compression set; d) durometer hardness. The supplier/manufacturer shall have documented procedures and evaluations that verify the material used is validated (or tested) as suitable for use in the specific configuration, environment and application. These evaluations shall include the combination of pressure, temperature, geometric seal design and its application, and the fluids compatible with the intended application. 6.3.5 Environmental service class The supplier/manufacturer shall meet the environmental service class as specified by the user/purchaser. Details of the design requirements of each environmental service classification are specified in Annexes A to C. 6.3.6 Functional requirements 6.3.6.1 General The following functional requirements shall be met in the design criteria for running, pulling and kick-over tools and latches. 6.3.6.2 Tool passage requirements The latch installed in the side-pocket mandrel shall perform per the functional specification and shall not compromise well intervention operations as specified in 5.3 and 5.4. 6.3.6.3 Operating parameter requirements The running tools, pulling tools, kick-over tools and latches shall perform
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