SIST EN ISO 28781:2012

SLOVENSKI STANDARD
SIST EN ISO 28781:2012
01-november-2012
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3RGSRYUãLQVNL]DSRUQLYHQWLOLLQSULSDGDMRþDRSUHPD,62
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
SIST EN ISO 28781:2012 en,fr
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN ISO 28781:2012

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SIST EN ISO 28781:2012


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.

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SIST EN ISO 28781:2012
EN ISO 28781:2010 (E)
Contents Page
Foreword .3

2

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SIST EN ISO 28781:2012
EN ISO 28781:2010 (E)
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.

3

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SIST EN ISO 28781:2012

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SIST EN ISO 28781:2012

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

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SIST EN ISO 28781:2012
ISO 28781:2010(E)
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©  ISO 2010
All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means,
electronic or mechanical, including photocopying and microfilm, without permission in writing from either ISO at the address below or
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Published in Switzerland

ii © ISO 2010 – All rights reserved

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SIST EN ISO 28781:2012
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 2010 – All rights reserved iii

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SIST EN ISO 28781:2012
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

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SIST EN ISO 28781:2012
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 2010 – All rights reserved v

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SIST EN ISO 28781:2012
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

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SIST EN ISO 28781:2012
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 2010 – All rights reserved 1

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SIST EN ISO 28781:2012
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

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SIST EN ISO 28781:2012
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 2010 – All rights reserved 3

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SIST EN ISO 28781:2012
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

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SIST EN ISO 28781:2012
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 2010 – All rights reserved 5

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SIST EN ISO 28781:2012
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
...