SIST EN ISO 17078-4:2010

SLOVENSKI STANDARD
SIST EN ISO 17078-4:2010
01-junij-2010
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Petroleum and natural gas industries - Drilling and production equipment - Part 4:
Practices for side-pocket mandrels and related equipment (ISO 17078-4:2010)
Erdöl- und Erdgasindustrie - Bohr- und Fördereinrichtung - Teil 4: Verfahren für
Seitentaschen-Rohre und zugehörige Einrichtungen (ISO 17078-4:2010)
Industries du pétrole et du gaz naturel - Équipement de forage et de production - Partie
4: Pratiques pour raccords à poche latérale et équipement associé (ISO 17078-4:2010)
Ta slovenski standard je istoveten z: EN ISO 17078-4:2010
ICS:
75.180.10 Oprema za raziskovanje in Exploratory and extraction
odkopavanje equipment
SIST EN ISO 17078-4:2010 en,fr
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN ISO 17078-4:2010

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SIST EN ISO 17078-4:2010


EUROPEAN STANDARD
EN ISO 17078-4

NORME EUROPÉENNE

EUROPÄISCHE NORM
April 2010
ICS 75.180.10
English Version
Petroleum and natural gas industries - Drilling and production
equipment - Part 4: Practices for side-pocket mandrels and
related equipment (ISO 17078-4:2010)
Industries du pétrole et du gaz naturel - Équipement de Erdöl- und Erdgasindustrie - Bohr- und Fördereinrichtung -
forage et de production - Partie 4: Pratiques pour raccords Teil 4: Verfahren für Seitentaschen-Rohre und zugehörige
à poche latérale et équipement associé (ISO 17078- Einrichtungen (ISO 17078-4:2010)
4:2010)
This European Standard was approved by CEN on 25 March 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 17078-4:2010: E
worldwide for CEN national Members.

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SIST EN ISO 17078-4:2010
EN ISO 17078-4:2010 (E)
Contents Page
Foreword .3

2

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SIST EN ISO 17078-4:2010
EN ISO 17078-4:2010 (E)
Foreword
This document (EN ISO 17078-4:2010) 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 October 2010, and conflicting national standards shall be withdrawn at
the latest by October 2010.
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 17078-4:2010 has been approved by CEN as a EN ISO 17078-4:2010 without any
modification.

3

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SIST EN ISO 17078-4:2010

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SIST EN ISO 17078-4:2010

INTERNATIONAL ISO
STANDARD 17078-4
First edition
2010-04-15


Petroleum and natural gas industries —
Drilling and production equipment —
Part 4:
Practices for side-pocket mandrels and
related equipment
Industries du pétrole et du gaz naturel — Équipement de forage et de
production —
Partie 4: Pratiques pour raccords à poche latérale et équipement
associé





Reference number
ISO 17078-4:2010(E)
©
ISO 2010

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(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,
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ii © ISO 2010 – All rights reserved

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
Contents Page
Foreword .iv
Introduction.v
1 Scope.1
2 Normative references.1
3 Terms and definitions .2
4 Abbreviations and symbols .5
4.1 Abbreviations.5
4.2 Symbols.5
5 Guidelines for application of side-pocket mandrels and related equipment .6
5.1 General .6
5.2 Interface compatibility issues .6
5.3 Test facility for flow-control-device performance testing.6
5.4 Set-up and calibration of flow-control devices .6
5.5 Pre-installation and post-removal inspection, testing, and maintenance.6
5.6 Reconditioning side-pocket mandrels and related products .6
5.7 Reconditioning shops and shop personnel .6
5.8 User/purchaser functional specification templates.7
5.9 Supplier/manufacturer product data sheets.7
Annex A (informative) Interface compatibility issues .8
Annex B (informative) Test facilities for flow-control device performance testing .9
Annex C (informative) Set-up and calibration of flow-control devices.16
Annex D (informative) Pre-installation and post-removal inspection and testing .19
Annex E (informative) Reconditioning side-pocket mandrels and related equipment.22
Annex F (informative) Reconditioning shops and shop personnel.28
Annex G (informative) User/purchaser functional templates for side-pocket mandrels and related
equipment.32
Annex H (informative) Supplier/manufacturer product data sheet templates for side-pocket
mandrels and related equipment .41
Bibliography.47

© ISO 2010 – All rights reserved iii

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(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 17078-4 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
iv © ISO 2010 – All rights reserved

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
Introduction
This part of ISO 17078 has been developed by users/purchasers and suppliers/manufacturers of subsurface
side-pocket mandrels, flow-control devices used in side-pocket mandrels (hereafter called flow-control
devices), and associated latches and installation tools that are used in conjunction with side-pocket mandrel
flow-control devices. This equipment is intended for use in the worldwide petroleum and natural gas industry.
This part of ISO 17078 is intended to provide supporting information, guidelines and practices to all parties
who are involved in the specification, selection, manufacture, testing and use of side-pocket mandrels,
flow-control devices and associated latches and installation tools.
In addition to this part of ISO 17078, ISO 17078-1 provides requirements for side-pocket mandrels used in the
petroleum and natural gas industry. ISO 17078-2 provides requirements for flow-control devices. And,
ISO 17078-3 provides requirements for latches and installation tools that are used in conjunction with
side-pocket mandrel flow-control devices. Other pertinent side-pocket mandrel-related information can be
found in API standards listed in the bibliography.
It is necessary that users of this part of ISO 17078 be aware that requirements above those outlined in this
part of ISO 17078 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.

© ISO 2010 – All rights reserved v

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SIST EN ISO 17078-4:2010

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SIST EN ISO 17078-4:2010
INTERNATIONAL STANDARD ISO 17078-4:2010(E)

Petroleum and natural gas industries — Drilling and production
equipment —
Part 4:
Practices for side-pocket mandrels and related equipment
1 Scope
This part of ISO 17078 provides informative documentation to assist the user/purchaser and the
supplier/manufacturer in specification, design, selection, testing, calibration, reconditioning, installation and
use of side-pocket mandrels, flow-control devices and associated latches and installation tools. The product-
design and manufacturing-related requirements for these products are included within the other parts of
ISO 17078.
The content and coverage of several industry documents are compiled and refined within ISO 17078 (all parts).
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 14313, Petroleum and natural gas industries — Pipeline transportation systems — Pipeline valves
ISO/IEC 17025, General requirements for the competence of testing and calibration laboratories
ISO 17078-1:2004, Petroleum and natural gas industries — Drilling and production equipment —
Part 1: Side-pocket mandrels
ISO 17078-2:2007, Petroleum and natural gas industries — Drilling and production equipment —
Part 2: Flow-control devices for side-pocket mandrels
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
ANSI/ASME B16.5, Pipe Flanges and Flanged Fittings
ANSI/ASME B16.34, Valves Flanged, Threaded and Welding End
ANSI/ASME B31.8, Gas Transmission and Distribution Piping Systems
ANSI/API MPMS 14.31-1990, Dimensioning and Tolerancing
GPA 8185-90, Orifice Metering of Natural Gas and Other Related Hydrocarbon Fluid, Part 1, General
Equations and Uncertainty Guidelines, American Gas Association, Report No. 3
ASME Boiler and Pressure Vessel Code (BPVC), Section VIII, Pressure Vessels, Division 1, Rules for
Construction of Pressure Vessels
ASME Boiler and Pressure Vessel Code (BPVC), Section VIII, Pressure Vessels, Division 2, Alternative Rules
© ISO 2010 – All rights reserved 1

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
NOTE For quality-system-related terms used in this part of ISO 17078 and not defined below, reference can be made
to ISO 9000 for additional definitions.
3.1
acceptance
flow-control device, component(s) and/or assembly(s) accepted for use
3.2
acceptance criteria
measures or conditions that shall be met for a test to be successful
3.3
ager
pressure chamber used to externally pressure test a flow-control device for a specified period of time and/or
number of cycles
3.4
coating
application of a film of material on the surface of another material for different purposes
3.5
compatibility testing
testing to confirm that various side-pocket mandrels and related products fit and work together
3.6
critical length
linear distance in a side-pocket mandrel between orienting sleeve no-go and face of pocket, measured
perpendicular to face of pocket
3.7
design verification grade
levels of design requirements for side-pocket mandrels and associated equipment in accordance with
ISO 17078-1, ISO 17078-2, and ISO 17078-3
3.8
dome
chamber that contains an internal pressure that is applied to the responsive element, which may be a bellows
or piston
3.9
dummy flow-control device
blank device that is installed in a side-pocket mandrel to prevent flow or pressure communication between the
casing annulus and the tubing
3.10
gas port
holes in a side-pocket mandrel where gas enters the pocket of the mandrel
3.11
informative
information that is meant to enlighten the user/purchaser or supplier/manufacturer, without containing
requirements
2 © ISO 2010 – All rights reserved

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
3.12
injection pressure operated
injected-gas-pressure-operated flow-control device
3.13
latch
retention mechanism for a flow-control device that is installed in a side-pocket mandrel
3.14
linear mass
mass per length of tubular product
3.15
loading conditions
loading conditions that it is anticipated to apply to the side-pocket mandrel, including, but not limited to, tensile
and compressive loads, internal (burst) pressures, external (collapse) pressures, bending stresses, etc.
3.16
manufacturing
process(es) and action(s) performed by an equipment supplier/manufacturer that are necessary to provide
finished component(s), assemblies and related documentation that fulfil the requests of the user/purchaser,
and to meet the standards of the supplier/manufacturer
NOTE Manufacturing begins when the supplier/manufacturer receives the order and is completed at the moment the
component(s), assembly(ies), and related documentation are transferred to a transportation provider.
3.17
model
name and/or description of a device that has unique components and functional characteristics and that
distinguish it from other models of the same type
3.18
operating environment
set of environmental conditions that the product is exposed to during its service life, including, but not limited
to, such environmental variables as temperature, pressure, liquid composition and properties, gas composition
and properties, solids, etc.
3.19
operational parameters
requirements and restrictions to which the product is exposed during its service life
EXAMPLES Operating environment, landing and retrieval of flow-control devices, injection of various well treatment
chemicals/fluids, etc.
3.20
product functional testing
process, method(s) and/or test(s) that are used by the supplier/manufacturer to demonstrate that a particular
device has been manufactured to fully meet the functional and manufacturing requirements for that product as
defined by the appropriate ISO specifications
3.21
production pressure operated
production-pressure-operated flow-control device
3.22
quality control grade
process and/or method(s) used by the supplier/manufacturer to assure the quality of the materials,
manufacturing process(es) and traceability as defined in the appropriate ISO specifications
© ISO 2010 – All rights reserved 3

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
3.23
rated pressure
specified pressure, at a specified temperature, at which the flow-control device is designed to operate
3.24
rated temperature
specified temperature, at a specified pressure, at which the flow-control device is designed to operate
3.25
reconditioning
inspection, repair and test of used products to establish a minimum level of assurance of performance to
defined standards
3.26
Système International (French)
SI
system of units used by preference in the ISO International Standards documents
3.27
side-pocket mandrel
tubing-conveyed device that accepts a flow-control or other device in a bore that is offset and essentially
parallel with the through bore of the tubing product
NOTE This bore includes sealing surfaces and latching profiles.
3.28
supplier/manufacturer
company, organization or entity that designs, manufactures and/or markets flow-control device products
3.29
technical specifications
parameters stating the operating limit(s) relating to the design, assembly and testing of the component parts
or assemblies
3.30
test pressure
maximum rated pressure at test temperature, as specified by the pertinent test procedure
3.31
test temperature
temperature at which the test is conducted, as specified by the pertinent test procedure
3.32
user/purchaser
company, organization or entity that purchases, installs and uses flow-control devices
3.33
wireline
equipment and associated technique(s) used to install and retrieve flow-control devices in a well using a
continuous length of solid line (slick line) or stranded wire, appropriate spooling equipment at the surface and
a specialized tool string attached to the end of the wire
4 © ISO 2010 – All rights reserved

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
4 Abbreviations and symbols
4.1 Abbreviations
Abbreviations used within this part of ISO 17078 are defined as follows:
⎯ ANSI American National Standards Institute
⎯ ASME American Society of Mechanical Engineers
⎯ IPO Injection pressure operated
⎯ NORM naturally occurring radioactive material
⎯ P&ID piping and instrumentation diagram
⎯ PPO Production pressure operated
⎯ RP Recommended practice
⎯ SC Standard conditions, assumed to be 101 kPa (14,73 psia) and 15,5 °C (60 °F)
4.2 Symbols
Symbols used within this part of ISO 17078 are defined as follows:
A effective bellows area, expressed in square centimetres (square inches)
b
A area based on the nominal port diameter, expressed in square centimetres (square inches)
p
A area based on the diameter where the stem contacts the seat, expressed in square centimetres
s
(square inches)
C flow coefficient
v
F specific heat factor, equal to k/1,40
k
k ratio of specific heats of lift gas
P measured or calculated gauge pressure required to close the flow-control device and prevent flow at
trc
15,5 °C (60 °F)
NOTE 1 Referred to as the flow-control-device test-rack closing pressure at standard temperature, expressed in gauge
kilopascals (pounds per square inch). A special fixture is required to generate this value as the upstream pressure is
reduced until the flow-control device is closed.
P measured or calculated gauge pressure applied over the area (A − A ), required to initiate flow
tro b s
through a flow-control device with zero gauge pressure downstream at 15,5 °C (60 °F)
NOTE 2 Referred to as the flow-control-device test-rack opening pressure at standard temperature, expressed in
gauge kilopascals (pounds per square inch).
P measured or calculated upstream gauge pressure when the downstream pressure is equal to the
vc
upstream pressure and near-zero gas flow rate at 15,5 °C (60 °F)
NOTE 3 Referred to as the flow-control-device closing pressure at standard temperature, expressed in gauge
kilopascals (pounds per square inch).
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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
P measured or calculated upstream gauge pressure when the downstream pressure is equal to the
vcT
upstream pressure and near-zero gas flow rate at a known temperature
NOTE 4 Referred to as the flow-control-device closing pressure at a known temperature, expressed in gauge
kilopascals (pounds per square inch).
P measured or calculated gauge pressure applied over the area (A − A ), required to initiate flow
voT b s
through a flow-control device with zero gauge pressure downstream at a known temperature
NOTE 5 Referred to as the flow-control-device opening pressure at a known temperature, expressed in gauge
kilopascals (pounds per square inch).
R critical-pressure ratio factor, the pressure ratio factor at which the velocity of fluid exceeds the local
p,crt
speed of sound
NOTE 6 Critical flow occurs when F × R equals or exceeds the pressure ratio. The value is determined in
k p,crt
accordance with ISO 17078-2:2007, Annex H.
5 Guidelines for application of side-pocket mandrels and related equipment
5.1 General
Guidelines to assist users/purchasers and suppliers/manufacturers in the application of side-pocket mandrels
and related products are included in the annexes as referenced in 5.2 to 5.9.
5.2 Interface compatibility issues
The user/purchaser may use the guidelines in Annex A to understand the limits of compatibility testing as
used in ISO 17078-1, ISO 17078-2 and ISO 17078-3.
5.3 Test facility for flow-control-device performance testing
The user/purchaser or supplier/manufacturer may use the guidelines in Annex B to assist in set-up of sites for
performance testing of flow-control devices.
5.4 Set-up and calibration of flow-control devices
The user/purchaser or supplier/manufacturer may use the guidelines in Annex C to assist in set-up and/or
calibration of flow-control devices.
5.5 Pre-installation and post-removal inspection, testing, and maintenance
The user/purchaser or supplier/manufacturer may use the guidelines in Annex D to assist in pre- and post-
removal inspection, testing and maintenance of side-pocket mandrels and related devices, such as
flow-control devices, running, pulling, and kick-over tools and latches.
5.6 Reconditioning side-pocket mandrels and related products
The user/purchaser or supplier/manufacturer may use the guidelines in Annex E to assist in reconditioning of
side-pocket mandrels and related devices, such as flow-control devices, running, pulling, and kick-over tools
and latches.
5.7 Reconditioning shops and shop personnel
The user/purchaser or supplier/manufacturer may use the guidelines in Annex F to assist in set-up and
staffing of facilities for set-up, calibration and/or reconditioning of side-pocket mandrels and related devices,
such as flow-control devices, running, pulling, and kick-over tools and latches.
6 © ISO 2010 – All rights reserved

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SIST EN ISO 17078-4:2010
ISO 17078-4:2010(E)
5.8 User/purchaser functional specification templates
The user/purchaser may use the guidelines and blank templates in Annex G (and also provided as separate
revisable electronic files) to assist in compiling and providing the information that is required when ordering
side-pocket mandrels and related products, such as flow-control devices, running, pulling, and kick-over tools
and latches. However, use of these templates is not required. They are offered as a convenience for the
user/purchaser. If one or more of these templates is used, it shall be used as specified in Annex G.
5.9 Supplier/manufacturer product data sheets
The supplier/manufacturer
...