ISO TC /SC 4 N 17078
WORKING DRAFT© ISO 2000 – All rights reservedISO/WD 17078-4 2 63Part 4: Practices for side-pocket mandrels and related equipmentPetroleum and Natural Gas Industries — Down hole equipmentÉlément introductif — Élément central — Partie 4 : Titre de la partiePetroleum and Natural Gas Industries — Down hole equipment — Part 4: Practices for side-pocket mandrels and related equipmentE2000-07-24(20) PreparatoryISOISO International Standard17078ISO 17078ISO 17078-2ISO/WD 17078-4 ANSIDown hole equipmentPetroleum and natural gas industries4467Heading 2Heading 1 aSTD Version 1.010 4C:\My Documents\ISO\ISO 17078-4 (E).doc ISO TC 67/SC 4 N 17078
Date: 2000-07-24
ISO/WD 17078-4
ISO TC 67/SC 4/WG 4
Secretariat: ANSI
Progress Notes: June 23, 2004, OAC, San Antonio, Texas. Cleon Dunham created a first outline of 17078-4. He removed unnecessary text.
September 3, 2004, Schlumberger, Houston, Texas. We updated the title of the document. We added a new clause to replace the original clause 5. We removed clauses 6 and 7.
September 8, 2004. OAC, San Antonio, Texas. Cleon Dunham updated the terms and definition, drafted Clause 4, organized the annexes, and added skeletons of new annexes where needed.
December 13, 2004. OAC, Nizhnevartovsk, Siberia. Cleon Dunham did some minor work on the format of the document.
February 5, 2005. OAC, Wimberley, Texas. Cleon Dunham did more work on the format of the document, added scope and disclaimer sections where appropriate, and removed the “example completed” templates on the suggestion of David McCalvin.
February 17, 2005. Schlumberger, Houston, Texas. David McCalvin, Wayne Mabry, and Cleon Dunham met with Work Group 4 as they reviewed ISO 17078-4.
February 18, 2005. Schlumberger, Houston, Texas. David McCalvin, Wayne Mabry, and Cleon Dunham met to perform some clean-up work on ISO 17078-4.
February 9-10, 2006. Schlumberger, Houston, Texas. The Task Group worked on the document --- mostly on the forms for the User/Purchaser and the Supplier/Manufacturer.
April 17, 2006. OAC, Austin, Texas. David McCalvin, Wayne Mabry, and Cleon Dunham met. We consolidated Annexes A, B and C into one and Annexes D, E, and F into one per the instructions from Work Group #4. This reduced the number of annexes from 19 to 15.
May 08-09, 2006. Schlumberger, Houston, Texas. The Task Group worked on the document. We consolidated the number of annexes from 15 to 10. We worked on several of them.
August 23-24, 2006. Weatherford CPS, Houston, Texas. The Task Group worked on Annexes D, G, and I, and Clauses 2 and 3 of the document.
Petroleum and Natural Gas Industries — Down hole equipment — Part 4: Practices for side-pocket mandrels and related equipment
Document type: International Standard
Document subtype:
Document stage: (20) Preparatory
Document language: E
C:\Cleon's Stuff\2004 Files\Gas-Lift --- ISO Work Group\ISO 17078-4 Document\ISO 17078-4 -- Draft - June 23, 2004.doc STD Version 1.0
Élément introductif — Élément central — Partie 4 : Titre de la partie
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Contents
1 Scope 1
2 Terms and definitions 2
2.1 General 2
2.2 Terms and definitions 2
2.2.1 acceptance 2
2.2.2 acceptance criteria 2
2.2.3 ager 2
2.2.4 coating 2
2.2.5 critical length 2
2.2.6 design verification grade 2
2.2.7 dome 2
2.2.8 dome charge, maximum/minimum 2
2.2.9 dummy flow control device 2
2.2.10 gas port 3
2.2.11 informative 3
2.2.12 injection pressure operated 3
2.2.13 latch 3
2.2.14 leak 3
2.2.15 linear mass 3
2.2.16 loading conditions 3
2.2.17 manufacturing 3
2.2.18 model 3
2.2.19 normative 3
2.2.20 operating environment 3
2.2.21 operational parameters 4
2.2.22 p&id 4
2.2.23 product functional testing 4
2.2.24 quality control grade 4
2.2.25 rated pressure 4
2.2.26 rated temperature 4
2.2.27 reconditioning 4
2.2.28 SI (Systeme Internationale - French) 4
2.2.29 side-pocket mandrel 4
2.2.30 supplier/manufacturer 4
2.2.31 technical specifications 4
2.2.32 test pressure 5
2.2.33 test temperature 5
2.2.34 user/purchaser 5
2.2.35 wireline 5
3 Symbols and abbreviated engineering terms 6
3.1 Symbols 6
3.2 Engineering terms 6
4 Guidelines for application of side-pocket mandrels and related equipment 8
4.1 General 8
4.2 Scope 8
4.3 Disclaimer 8
4.4 User/Purchaser functional specification templates for side-pocket mandrels and related products 8
4.4.1 Side-pocket mandrels 8
4.4.2 Flow control devices 8
4.4.3 Running, pulling, and kick-over tools, and latches 8
4.5 Supplier/Manufacturer product data sheets for side-pocket mandrels and related products 8
4.5.1 Side-pocket mandrels 9
4.5.2 Flow control devices 9
4.5.3 Running, pulling, and kick-over tools, and latches 9
4.6 Guidelines for set-up/calibration of flow control devices 9
4.7 Guidelines for test sites for flow control device performance testing 9
4.8 Guidelines for reconditioning shop set-up and selection/training of shop personnel 9
4.9 Guidelines for pre- and post-installation inspection, testing, and maintenance of side-pocket mandrels and related products 9
4.10 Guidelines for reconditioning side-pocket mandrels and related products 9
4.11 Guidelines for selecting and training User/Purchaser personnel 9
4.12 Guidelines for understanding interface compatibility issues 10
4.13 Engineering units conversions 10
Annex A (informative) User/Purchaser functional specification templates for side-pocket mandrels and related equipment 11
A.1 Purpose 11
A.2 Scope 11
A.3 Disclaimer 11
A.4 Side-pocket mandrel functional specification template 12
A.5 Flow control device functional specification template 15
A.6 Running, pulling, and kick-over tool, and latch functional specification templates 17
Annex B (informative) Supplier/Manufacturer product data sheets for side-pocket mandrels and related equipment 21
B.1 Purpose 21
B.2 Scope 21
B.3 Disclaimer 21
B.4 Side-pocket mandrel product data sheet template 22
B.5 Flow control device product data sheet template 24
B.6 Running, pulling, and kick-over tool, and latch product data sheet template 26
Annex C (informative) Guidelines for setting up and calibrating flow control devices 28
C.1 General scope 28
C.2 Disclaimer 28
C.3 Flow control device set-up/calibration concepts 28
C.4 Example procedure – 2.54 cm IPO flow control device 28
C.4.1 Verify integrity 29
C.4.2 Initial preparation 29
C.4.3 Set required test rack opening/closing pressure 29
C.4.4 First ageing sequence of the flow control device 29
C.4.5 Stage 2 - set flow control device pressure 29
C.4.6 Inspect/replace tail plug seals 30
C.4.7 Re-age flow control device 30
C.4.8 Fine tune pressure setting 30
C.4.9 Final flow control device assembly and marking 30
Annex D (informative) Guidelines for test sites for flow control device performance testing 31
D.1 General scope 31
D.2 Disclaimer 31
D.3 Test site recommendations 31
D.3.1 Introduction 31
D.3.2 General description 32
D.3.3 Test specimen - wireline retrievable flow control devices 33
Test specimen - wireline retrievable flow control devices 33
D.3.4 Test section 33
D.3.5 Throttling control valves 35
D.3.6 Pressure surge protection 35
D.3.7 Flow measurement methods and accuracy 36
D.3.8 Pressure taps 36
D.3.9 Pressure measurement, accuracy, and reporting requirements 37
D.3.10 Temperature taps, location, and orientation 37
D.3.11 Temperature measurement, accuracy, and reporting requirements 37
D.3.12 Equalizing valves 38
D.3.13 Gas supply 38
D.3.14 Documentation 38
Annex E (informative) Guidelines for setting up reconditioning shops and selecting shop personnel for side-pocket mandrels and related equipment 40
E.1 General scope 40
E.2 Disclaimer 40
E.3 Set-up/repair shop principles 40
E.4 Detailed recommendations for setup/repair shops 40
E.4.1 Safety 41
E.4.2 Equipment 41
E.5 Shop Procedures 43
E.6 Shop personnel 43
E.6.1 Competency overview 43
E.6.2 Competencies 44
E.6.3 Competency verification 44
Annex F (informative) Guidelines for pre- and post-installation inspection and testing of side-pocket mandrels and related equipment 46
F.1 General scope 46
F.2 Disclaimer 46
F.3 Guidelines for pre-installation inspection and testing 46
F.3.1 Inspections/tests conducted prior to wellsite 46
F.3.2 Visual inspection 46
F.3.3 Drift / outside diameter inspection 47
F.3.4 Pressure testing 47
F.4 Guidelines for post-installation inspection and testing 47
F.4.1 Operations conducted when equipment is pulled 47
F.4.2 Visual inspection in the shop 47
F.4.3 Pressure testing 48
Annex G (informative) Guidelines for reconditioning side-pocket mandrels and related equipment 51
G.1 General scope 51
G.2 Disclaimer 51
G.3 Reconditioning side-pocket mandrels 51
G.3.1 General guidelines 51
G.3.2 Product tracking 51
G.3.3 Visual inspection of outer mandrel body 52
G.3.4 ID drift evaluation 52
G.3.5 Internal inspections 52
G.3.6 Tubing connections 52
G.3.7 Loading and testing 53
G.3.8 Marking and identification 53
G.3.9 Storage and shipping preparation 53
G.3.10 Final documentation 53
G.4 Reconditioning flow control devices 54
G.4.1 Replacement component compatibility 54
G.4.2 Material requirements 54
G.4.3 Disassembly and assembly of used flow control devices 54
G.4.4 General 54
G.4.5 Disassembly procedure 54
G.4.6 Assembly procedure 55
G.4.7 Testing reconditioned flow control devices 55
G.4.8 Marking and identification 55
G.5 Reconditioning running, pulling, and kick-over tools, and latches 55
G.5.1 Replacement component compatibility 55
G.5.2 Material requirements 55
G.5.3 Disassembly and assembly of running, pulling, and kick-over tools, and latches 55
G.5.4 General 55
G.5.5 Disassembly procedure 55
G.5.6 Assembly procedure 56
G.5.7 Testing reconditioned tools and latches 56
G.5.8 Marking and identification 56
Annex H (informative) Guidelines for selecting and training gas-lift User/Purchaser personnel 57
H.1 General 57
H.2 Disclaimer 57
H.3 Competency overview 57
H.4 Levels of competency 58
H.4.1 Qualification 58
H.4.2 Requirements for awareness level 58
H.4.3 Requirements for knowledgeable level 58
H.4.4 Requirements for skilled level 58
H.4.5 Competency verification 59
Annex I (informative) Guidelines for understanding interface compatibility issues 60
I.1 General 60
I.2 Disclaimer 60
I.3 General description of overall process 60
I.4 ISO standards 60
I.4.1 The “ideal” case 60
I.4.2 A “common” case 61
I.4.3 The “worst” case 61
I.5 Explanation of ISO approaches 61
I.5.1 Support both integrated and specialty Suppliers/Manufacturers 61
I.5.2 Grandfathering 61
I.5.3 Assurance of use 61
I.5.4 Degree of assurance by different design validation grades 61
Annex J (informative) Engineering units conversion 62
J.1 Engineering units conversion - From SI to US customary 62
J.2 Engineering units conversion - From US customary to SI 62
List of Figures and Forms
D.1 Basic Flow Test System Schematic
D.2 Test Specimen – Wireline Retrievable Flow Control Devices
D.3 Example of Test Section
D.4 Recommended Geometry of Pressure Tap
List of Forms
A.4 Side-pocket mandrel function specification template
A.5 Flow control device functional specification template
A.6 Running, pulling, and kick-over tool, and latch functional specification template
B.4 Side-pocket mandrel production data sheet template
B.5 Flow control device product data sheet template
B.6 Running, pulling, or kick-over tool, or latch product data sheet
D.1 Demonstration of Compliance of Test Apparatus with Recommended Test Procedures
F.1 Pre- and Post-Installation Inspection & Testing of Side-Pocket Mandrels & Related Equipment
J.1 Engineering units conversion – From SI to US customary
J.2 Engineering units conversion – From US customary to SI
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 3.
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 part of ISO 17078 may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights.
International Standard ISO 17078-4 was prepared by Technical Committee ISO/TC 67, Petroleum and natural gas industries, Subcommittee SC 4, Down hole equipment.
ISO 17078 consists of the following parts, under the general title Petroleum and Natural Gas Industries — Down hole equipment:
← Part 1: Side pocket mandrels
← Part 2: Flow control devices for side-pocket mandrels
← Part 3: Running, pulling, and kick-over tools, and latches for side-pocket mandrels
← Part 4: Guidelines for application of side-pocket mandrels and related equipment
Introduction
This International Standard 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 International Standard 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 standard, International Standard ISO 17078-1 provides requirements for side pocket mandrels used in the petroleum and natural gas industry. International Standard ISO 17078-2 provides requirements for flow control devices. And, International Standard ISO 17078-3 provides requirements for latches and installation tools that are used in conjunction with side-pocket mandrel flow control devices.
Note to WG #4. The ISO 17708-4 task group has developed and reviewed Clause 4.0 and Annexes A – F. Clauses A – C have been consolidated into a new Clause A. Clauses D – F have been consolidated into a new Clause B. The other clauses and annexes have not been reviewed since they were copied and/or imported from previous documents. We will need at least another two meetings – May and August, 2006 – to complete a first draft of this document.
Petroleum and Natural Gas Industries — Down hole equipment — Part 4: Practices for side-pocket mandrels and related equipment Guidelines for the use of side-pocket mandrel products
Scope
This International Standard (Technical Report) provides informative information 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.
Several existing gas-lift application documents are being replaced by the ISO 17078 series on gas-lift:
• API 11V1
• API RP 11V2
• API RP 11V7
Other pertinent gas-lift application information can be found in:
• API RP 11V5
• API RP 11V6
• API RP 11V8
• API RP 11V9
• API RP 11V10
Terms and definitions
1 General
For the purpose of this International Standard, the following definitions shall apply. For quality system related terms used in this International Standard and not defined below, see ISO 8402 for their definitions.
2 Terms and definitions
1 acceptance
flow control device component(s) and/or assembly(s) accepted for use.
2 acceptance criteria
measures or conditions that shall be met for a test to be successful.
3 ager
a pressure chamber used to externally pressure test a flow control device for a specified period of time and/or number of cycles.
4 coating
application of a film of material on the surface of another material for different purposes.
5 critical length
liner distance in a side-pocket mandrel between orienting sleeve no-go and face of pocket, measured perpendicular to face of pocket.
6 design verification grade
levels of design requirements for side-pocket mandrels and associated equipment established in ISO 17078-1, ISO 17078-2, and ISO 17078-3.
7 dome
chamber that contains an internal pressure that is applied to the responsive element which may be a bellows or piston.
8 dome charge, maximum/minimum
supplier/manufacturer’s maximum or minimum recommended pressure charge in the dome, at recommended operating temperature.
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.
10 gas port
holes in a side-pocket mandrel where gas enters the pocket of the mandrel.
11 informative
information that is meant to enlighten the user/purchaser or supplier/manufacturer, without containing requirements.
12 injection pressure operated
injected gas pressure operated flow control device.
13 latch
retention mechanism for a flow control device that is installed in a side-pocket mandrel.
14 leak
any escape of fluid during a test that can be observed.
15 linear mass
mass per length of tubular product.
16 loading conditions
loading conditions anticipated to be applied to the side-pocket mandrel, including but not limited to tensile loads, burst pressures, collapse pressures, bending stresses, etc.
17 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. 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.
18 model
name and/or description of a device that has unique components and functional characteristics and that distinguishes it from other models of the same type.
19 normative
information or procedures that shall be used by the user/purchaser or supplier/manufacturer as they comply with this International Standard.
20 operating environment
operating environment is the 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.
21 operational parameters
operational parameters are the requirements and restrictions that the product is exposed to during its service life. These include such items as: operating environment, landing and retrieval of flow control devices, injection of various well treatment chemicals/fluids, etc.
22 p&id
engineering diagram showing the facilities, piping, flow control devices, and instrumentation of a system.
23 product functional testing
the 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.
24 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.
25 rated pressure
specified pressure, at a specified temperature, for which the flow control device is designed to be subjected.
26 rated temperature
specified temperature, at a specified pressure, for which the flow control device is designed to be subjected.
27 reconditioning
inspection, repair, and test of used products to establish a minimum level of assurance of performance to defined standards.
28 SI (Systeme Internationale - French)
a system of units used by preference in the ISO International Standards documents.
29 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. This bore includes sealing surfaces and latching profiles.
30 supplier/manufacturer
company, organization, or entity that designs, manufactures, and/or markets flow control device products.
31 technical specifications
parameters stating the operating limit(s) relating to the design, assembly, and testing of the component parts or assemblies.
32 test pressure
maximum rated pressure at test temperature, as specified by the pertinent test procedure.
33 test temperature
temperature at which the test is conducted, as specified by the pertinent test procedure.
34 user/purchaser
company, organization, or entity that purchases, installs, and uses flow control devices.
35 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 weight and specialized tools attached to the well (downhole) end of the wire.
Symbols and abbreviated engineering terms
1 Symbols
ANSI American National Standards Institute
ASME American Society of Mechanical Engineers
IPO Injection pressure operated
PPO Production pressure operated
RP Recommended practice
SC Standard conditions assumed to be 101 kPa (14.73 psia) and 15.5 C (60 F)
2 Engineering terms
Ab Effective bellows area[cm2] (in2)
Ap Area based on the nominal port diameter [cm2] (in2)
As Area based on the diameter where the stem contacts the seat[cm2] (in2)
Cv Flow coefficient
Fk Specific heats factor equal to k/1.40
Ptro Measured or calculated gauge pressure applied over the area Ab minus As required to initiate flow through a flow control device with zero gauge pressure downstream at 15.5 C (60 F). Expressed in units of kPag (psig). Referred to as Flow control device Opening Pressure at standard temperature.
Pvc Measured or calculated upstream gauge pressure when the downstream pressure is equal to the upstream pressure and near zero gas flow rate at 15.5 C (60 F). Expressed in units of kPag (psi). Referred to as Flow control device Closing Pressure at standard temperature.
PvcT Measured or calculated upstream gauge pressure when the downstream pressure is equal to the upstream pressure and near zero gas flow rate at a known temperature kPag (psig). Referred to as Flow control device Closing Pressure at temperature.
PvoT Measured or calculated gauge pressure applied over the area Ab minus As required to initiate flow through a flow control device with zero gauge pressure downstream at a known temperature (psig) [kPag]. Referred to as Flow control device Opening Pressure at Temperature.
Xt Critical Pressure Ratio Factor. The pressure ratio factor at which the velocity of fluid exceeds the local speed of sound. Critical flow occurs when Fk*Xt equals or exceeds the pressure ratio. Determined as per Clause 5.
Guidelines for application of side-pocket mandrels and related equipment
1 General
The purpose of this International Standard is to present guidelines to assist Users/Purchasers and Suppliers/Manufacturers in the application of side-pocket mandrels and related products.
2 Scope
This document contains guidelines for application of side-pocket mandrels, flow control devices for use in side-pocket mandrels, and associated tools for installation and retrieval of flow control devices from side-pocket mandrels. This document is normative in that Users/Purchasers and Suppliers/Manufacturers shall be required to review it and consider its guidelines for application of side-pocket mandrels and related equipment. Each separate annex is normative if a User/Purchaser or Supplier/Manufacturer chooses to use it. However, use of any specific annex is optional. It or an alternative may be used.
3 Disclaimer
The Suppliers/Manufacturers or Users/Purchasers may use these guidelines and practices at their own choice and risk. No guarantees are included with use of these guidelines and practices.
4 User/Purchaser functional specification templates for side-pocket mandrels and related products
The User/Purchaser may use these templates 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 the associated annex.
1 Side-pocket mandrels
The User/Purchaser may use this template to assist in compiling and providing the information that is required when ordering side-pocket mandrels. A blank template is shown in Annex A.
2 Flow control devices
The User/Purchaser may use this template to assist in compiling and providing the information that is required when ordering flow control devices. A blank template is shown in Annex A.
3 Running, pulling, and kick-over tools, and latches
The User/Purchaser may use this template to assist in compiling and providing the information that is required when ordering running, pulling, and/or kick-over tools, and/or latches. A blank template is shown in Annex A.
5 Supplier/Manufacturer product data sheets for side-pocket mandrels and related products
The Supplier/Manufacturer may use these templates to assist in compiling and providing the information that is required when providing 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 Supplier/Manufacturer. If one or more of these templates is used, it shall be used as specified in the associated annex.
1 Side-pocket mandrels
The Supplier/Manufacturer may use this template to assist in compiling and providing the information that is required when providing side-pocket mandrels. A blank template is shown in Annex B.
2 Flow control devices
The Supplier/Manufacturer may use this template to assist in compiling and providing the information that is required when providing flow control devices. A blank template is shown in Annex B.
3 Running, pulling, and kick-over tools, and latches
The Supplier/Manufacturer may use this template to assist in compiling and providing the information that is required when providing running, pulling, and/or kick-over tools, and/or latches. A blank template is shown in Annex B.
6 Guidelines for set-up/calibration of flow control devices
The User/Purchaser or Supplier/Manufacturer may use these guidelines to assist in set-up and/or calibration of flow control devices. They are included in Annex C.
7 Guidelines for test sites for flow control device performance testing
The User/Purchaser or Supplier/Manufacturer may use these guidelines to assist in set-up of sites for performance testing of flow control devices. They are included in Annex D.
8 Guidelines for reconditioning shop set-up and selection/training of shop personnel
The User/Purchaser or Supplier/Manufacturer may use these guidelines to assist in set-up and staffing of shops 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. They are included in Annex E.
9 Guidelines for pre- and post-installation inspection, testing, and maintenance of side-pocket mandrels and related products
The User/Purchaser or Supplier/Manufacturer may use these guidelines to assist in pre- and post-installation inspection, testing, and maintenance of side-pocket mandrels and related devices such as flow control devices, running, pulling, and kick-over tools, and latches. These are included in Annex F.
10 Guidelines for reconditioning side-pocket mandrels and related products
The User/Purchaser or Supplier/Manufacturer may use these guidelines to assist in reconditioning of side-pocket mandrels and related devices such as flow control devices, running, pulling, and kick-over tools, and latches. These are included in Annex G.
11 Guidelines for selecting and training User/Purchaser personnel
The User/Purchaser may use these guidelines for selecting and training personnel to design, select, install, operate, and troubleshoot gas-lift systems. They are included in Annex H.
12 Guidelines for understanding interface compatibility issues
The User/Purchaser may use these guidelines understand the limits of compatibility testing. They are included in Annex I.
13 Engineering units conversions
The User/Purchaser or Supplier/Manufacturer may use these unit conversions to work with equations that use SI or “standard” oilfield units. They are included in Annex J.
(informative)
User/Purchaser functional specification templates for side-pocket mandrels and related equipment
1. Purpose
The following templates may be used by the User/Purchaser to help specify the functional requirements of the side-pocket mandrels and related equipment including: flow control devices, running/pulling tools, kickover tools, or latches to be purchased. The functional specifications are defined in ISO 17078-1, Clause 5, ISO 17078-2, Clause 5, and ISO 17078-3, Clause 5 respectively.
1. Scope
The following templates may be used by the User/Purchaser to help specify certain information for side-pocket mandrels, flow control devices, and related tools. Different or additional information may be requested by the Supplier/Manufacturer, or may be provided by the User/Purchaser at their discretion. A separate template sheet may be required for each side-pocket mandrel in a “string” of mandrels, or each flow control device, if a wide range of conditions is expected.
2. Disclaimer
This document makes no claim that the information identified on these templates is sufficient to adequately define the functional specifications for a side-pocket mandrel, flow control device, or related tool.
2. Side-pocket mandrel functional specification template
Company
|Prepared by: | |
|Company: | |
|Date of preparation (dd-mm-yyyy): | |
|Date of delivery (dd-mm-yyyy): | |
Side-pocket mandrel functional characteristics
|Specification of engineering units |SI Units |US Customary Units |
| |Note: Supply one set of units |
|Size (nominal OD) and / or type of latch to be used: |mm |in |
|Type of flow control device to be placed in side-pocket (e.g. | |
|valve, dummy, other): | |
|Make / model of flow control device: | | |
|Required nominal seal bore size: |mm |in |
|Anticipated loading conditions (tension, compression, burst, | |
|collapse, etc.): | |
|Top tubular connection (size, linear mass) |mm |in |kg/m |lb/ft |
|Top tubular connection (connection type, box or pin) | | |
|Bottom tubular connection (size, linear mass |mm |in |mm |lb/ft |
|Bottom tubular connection (connection type, box or pin) | | |
Environmental conditions
|Produced fluid composition (specific gravity, %CO2, %N2, %H2S, | | | | | |
|ppm chlorides) | | | | | |
|Injection fluid composition (specific gravity, %CO2, %N2, %H2S, | | | | | |
|water content, or attach chemical composition) | | | | | |
|Injection pressure at mandrel (min/max) |kPag |psig |
|Flowing production pressure at mandrel (min/max) |kPag |psig |
|Injection temperature at mandrel (min/max) |oC |oF |
|Static temperature at mandrel (min/max) |oC |oF |
|Produced fluid temperature at mandrel (min/max) |oC |oF |
|Pressure differential anticipated at mandrel (min/max) |kPa |psi |
|Expected liquid production rate (min/max) |M3/day |bbls/day |
|Expected injection rate (min/max) |M3/day |MCF/day |
|Presence of solids? (indicate sand, scale, paraffin, etc.) | |
Well physical parameters
|Casing (size, drift ID) |mm |mm |in |in |
|Casing (Iinear mass, connection type) |kg/m |lb/ft | |
|Casing restrictions? | |
|Liner (size, drift ID) |mm |mm |in |in |
|Liner (linear mass, connection type,) |kg/m |lb/ft | |
|Liner top depth |m |ft |
|Liner restrictions? | |
|Tubing (size, drift ID) |mm |mm |in |in |
|Tubing (linear mass, connection type) |kg/m |lb/ft | |
|Tubing restrictions above lowest mandrel (e.g. sub-surface safety|mm |m |in |ft |
|valves, nipple profiles) (ID, depth) | | | | |
|Mandrel depths (MD): |m |ft |
|Max deviation (dogleg severity) and depth at which this occurs : |degrees from vertical|m |ft |
Expected/allowable well operations
|Acidizing? (if so, composition and additives to be used, treating| |
|pressure at mandrel, procedure, etc.) | |
|Fracturing? (if so, proppant description, schedule, treating | |
|pressure at mandrel, procedure, chemicals used, carrier fluid, | |
|etc.) | |
|Through-tubing intervention methods to be used (electric line, | |
|wireline (slick line), coiled tubing, snubbing, etc.) | |
|Equipment that may be run (pass) through mandrel(s), including | |
|OD, configuration, etc. | |
|Sand consolidation? | |
Corrosion prevention
|Any special materials being used in the well completion to | |
|prevent/control corrosion? | |
|Any planned chemical treatments to inhibit corrosion? If so, | |
|type, pressure at mandrel(s), and chemical composition? | |
Selection of grades and classification
Environmental service grade (See ISO 17078-1, Annex A)
|E1 |E2 |E3 |E4 |
|Standard |Sulphide Stress Cracking |CO2 Service |Special |
Design validation grade (See ISO 17078-1, Annex B)
|V3 |V2 |V1 |
|Basic |Intermediate |Highest |
Product functional testing grade (See ISO 17078-1, Annex C)
|F3 |F2 |F1 |
|Basic |Intermediate |Highest |
Quality control grade (See ISO 17078-1, Annex D)
|Q3 |Q2 |Q1 |
|Basic |Intermediate |Highest |
\
3. Flow control device functional specification template
Company
|Prepared by: | |
|Company: | |
|Date of preparation (dd-mm-yyyy): | |
|Date of delivery (dd-mm-yyyy): | |
Engineering units
|Specification of engineering units |SI Units |US Customary Units |
| |Note: Supply one set of units |
Functional characteristics – functional items to be defined
|Flow control device function | |
|See ISO 17078-2, Clause 5) | |
|Type of flow control device, IPO, PPO, etc. | |
|Flow control device body material(s) | |
|Metallurgy of seat or insert material | |
|Elastomers -- o-rings, other as required | |
|Seal material on reverse flow check | |
|Packing type and material | |
|TRO/PVC range (min/max) |kPag |psig |
|Coating for scale, erosion, etc. | |
|Size - nominal outside diameter | | |
| |mm |in |
|Port size range (min/max) |mm |in |
|Port type | |
|Opening method for shear/dump/kill valves (shear screws, tensile bar, | |
|atmospheric chamber, burst disk) | |
|Bellows material | |
|Bellows protection method | |
|Maximum spring load rate |kg/cm |lb/in |
|Minimum flow control device stem travel | mm |in |
|Minimum and maximum flow rate when full open | m3/day |mcf/day |
|Back check flow control device(s) type and number | | |
|Choke type, if applicable | |
| |
|Functional characteristics – flow control device settings |
|TRO or PVC |kPag |psi |
|Setting temperature |oC |oF |
|Port size |mm |in |
|Choke size |mm |in |
|Opening pressure at temperature for shear/dump/kill valves |kPa |psi |
| |
|Functional characteristics - latch information |
|Latch size |mm |in |
|Latch type and/or model | |
|Elastomer material | |
| |
|Functional characteristics - mandrel information |
|Nominal seal bore size in which flow control device is to be installed|mm |in |
|Mandrel model | |
|Latching profile | |
| |
|Well Parameters – fluid, gas, and injected media information |
|Produced fluids – oil API gravity |oAPI |
|Produced fluids – water cut |% |
|Produced fluids – water specific gravity | |
|Produced fluids – formation GOR |m3/m3 |ft3/bbl |
|Produced fluids – CO2 content |% |
|Produced fluids – H2S content |ppm |
|Produced fluids – chloride content |ppm |
|Injection fluid - type (gas, water, steam, chemical) | |
|Injection fluid - CO2 content |% |
|Injection fluid - H2S content |ppm |
|Injection fluid - chloride content |ppm |
|Injection fluid - corrosion inhibition material | |
|Injection fluid - hydrate inhibition material | |
|Injection fluid – other materials with injection fluid | |
|Completion fluid material | |
|Completion fluid density |kg/m3 |Ib/gal |
|Extraneous components – sand, scale, paraffin | |
| |
|Expected/allowable well operations – well intervention information |
|Acidizing – composition | |
|Acidizing – pressure |KPa |psi |
|Acidizing – temperature |oC |oF |
|Acidizing – velocity |m/s |ft/s |
|Acidizing – exposure time of flow control device |min |
|Acidizing – other chemicals added with acid | |
|Fracturing – proppant description | |
|Fracturing – fracture fluid velocity |m/s |ft/s |
|Fracturing – proppant/fluid ratio |kg/m3 |lb/gal |
|Sand consolidation operations | |
|Special corrosion information | |
| |
|Operational parameters – expected parameter information |
|Hydrostatic head at flow control device (FCD) |kPag |psig |
|Injection pressure – min/max |kPag |psig |
|Production pressure – min/max |kPag |psig |
|Operating temperature – min/max |oC |oF |
|Gas injection rate – min/max |m3/day |mcf/day |
|Liquid injection rate – min/max |m3/day |bbl/day |
|Fluid production rate – min/max |m3/day |bbl/day |
|Max pressure differential across back check |kPa |psi |
|Max internal to external pressure differential across flow control |kPa |psi |
|device | | |
|Installation, testing, and operational procedures | |
|Flow control device deployment and retrieval method | |
| |
|Specification of flow control device environmental, design verification, product validation, and quality control grades (circle desired grades) |
|Environmental service grade |E4 |E3 |E2 |E1 |
| |Standard |Stress cracking |Weight loss |Unique |
|Design validation grade |V3 |V2 |V1 |
| |Basic |Intermediate |Highest |
|Product functional test grade |F3 |F2 |F1 |
| |Basic |Intermediate |Highest |
|Quality control grade |Q2 |Q1 |
| |Basic |Highest |
4. Running, pulling, and kick-over tool, and latch functional specification templates
Company
|Prepared by: | |
|Company: | |
|Date of preparation (dd-mm-yyyy): | |
|Date of delivery (dd-mm-yyyy): | |
Type of device
|Type of device for which this form is developed |Running Tool |Pulling Tool |Kick-Over Tool |Latch |
|Note: in this form, provide information pertinent for the type of device |
| | | | | |
|Engineering Units | | | | |
|Specification of engineering units |SI units |US customary units |
| |Note: Specify SI or US units |
Running, pulling, kick-over tool and/or latch functional characteristics
|Required functional characteristics |
|Side-pocket mandrel type, size, manufacturer | | | |
|Side-pocket mandrel drift diameter |mm |in |
|Side-pocket mandrel depths |m |ft |
|Latch type | |
|Tubing size |mm |in |
|Tubing mass |kg/m |lb/ft |
|Tubing restrictions, e.g. nipples | |
|Maximum hole deviation |degrees from vertical |
| |
|Flow Control Device |
|Flow control device special porting configuration requirements | |
|(e.g. fluted latch, flow-through latch) | |
|Flow control device special attachment orientation (e.g. bottom | |
|latch, integral top latch) | |
| |
|Conveyance method |
|Conveyance method (e.g. wireline, coiled tubing, tractors, | |
|others) | |
| |
|Mitigating factors |
|Mitigating factors (e.g. factors which may limit application of | |
|effective jarring forces, indication of non-standard condition | |
|from impression block, other factor(s)) | |
| |
|Compatibility of tool with side-pocket mandrel and flow control device |
|Side-pocket mandrel critical length |mm |in |
|Orienting sleeve geometry | |
|Orienting sleeve slot width, if applicable |mm |in |
|Connection of latch to flow control device – description of | |
|threads | |
|Side-pocket mandrel tool guard/deflector/discriminator – drift ID|mm |in |
|Description of side-pocket mandrel pocket geometry with which | |
|latch profile must be compatible (e.g. describe compatible | |
|mandrel series or compatible latch series, or provide detailed | |
|engineering drawings of pocket profile) | |
|Provide any other pertinent information. | |
Well Parameters - fluid, gas, and injected media information
|Produced fluids – oil API gravity |oAPI |
|Produced fluids – water cut |% |
|Produced fluids – water specific gravity | |
|Produced fluids – formation GOR |m3/m3 |ft3/bbl |
|Produced fluids – CO2 content |% |
|Produced fluids – H2S content |ppm |
|Produced fluids – chloride content |ppm |
|Injection fluid - type (gas, water, steam, chemical) | |
|Injection fluid - CO2 content |% |
|Injection fluid - H2S content |ppm |
|Injection fluid - chloride content |ppm |
|Injection fluid - corrosion inhibition material | |
|Injection fluid - hydrate inhibition material | |
|Injection fluid – other materials delivered with injection fluid | |
|Completion fluid material | |
|Completion fluid density |kg/m3 |Ib/gal |
|Extraneous components – sand, scale, paraffin | |
| |
|Expected/allowable well operations – well intervention information |
|Acidizing – composition | |
|Acidizing – pressure |KPa |psi |
|Acidizing – temperature |oC |oF |
|Acidizing – velocity |m/s |ft/s |
|Acidizing – exposure time of flow control device |min |
|Acidizing – other chemicals included with acit | |
|Fracturing – proppant description | |
|Fracturing – fracture fluid velocity |m/s |ft/s |
|Fracturing – proppant/fluid ratio |kg/m3 |lb/gal |
|Sand consolidation operations | |
|Special corrosion information | |
Operational Parameters – expected parameter information
|Hydrostatic head at flow control device |kPag |psig |
|Injection pressure – min/max |kPag |psig |
|Production pressure – min/max |kPag |psig |
|Operating temperature – min/max |oC |oF |
|Gas injection rate – min/max |m3/day |mcf/day |
|Liquid injection rate – min/max |m3/day |bbl/day |
|Fluid production rate – min/max |m3/day |bbl/day |
|Max pressure differential across back check |kPa |psi |
|Max pressure differential acting to unseat latch |kPa |psi |
|Installation, testing, and operational procedures | |
|Flow control device deployment and retrieval method | |
Specification of flow control device environmental, design verification, product validation, and quality control grades (circle desired grades)
|Environmental service grade |E4 |E3 |E2 |E1 |
| |Standard |Stress cracking |Weight loss |Unique |
|Design validation grade |V2 |V1 |
| |Basic |Highest |
|Product functional test grade |F2 |F1 |
| |Basic |Highest |
|Quality control grade |Q2 |Q1 |
| |Basic |Highest |
Additional testing requirements
|Specify additional design validation testing and/or | |
|product functional testing that is deemed necessary | |
|for a specific application. | |
(informative)
Supplier/Manufacturer product data sheets for side-pocket mandrels and related equipment
1. Purpose
The following template may be used as a product data sheet by the Supplier/Manufacturer to help specify the technical requirements of side-pocket mandrels and related equipment including: flow control devices, running/pulling tools, kickover tools, or latches to be manufactured. See ISO 17078-1, Clauses 6 and 7, ISO 17078-2, Clauses 6 and 7, or ISO 17078-3, Clauses 6 and 7, respectively.
3. Scope
The following template may be used by the Supplier/Manufacturer to help specify certain information for a side-pocket mandrel, flow control device, or related tool. Different or additional information may be requested by the User/Purchaser, or may be provided by the Supplier/Manufacturer at their discretion.
4. Disclaimer
This document makes no claim that the information identified on this template is sufficient to adequately define the product date requirements for a side-pocket mandrel, flow control device, or related tool.
2. Side-pocket mandrel product data sheet template
Company
|Prepared by: | |
|Company: | |
|Date: of preparation (dd-mm-yyyy) | |
|Date of delivery: (dd-mm-yyyy) | |
| |
|Engineering units |
| |SI units |US customary units |
|Specification of engineering units | | |
| |Note: Use SI or US customary units |
| |
|Side-pocket mandrel specifications |
|Supplier/Manufacturer side-pocket mandrel part number: | |
|Side-pocket mandrel type designation | |
|Side-pocket mandrel make / model | | |
|Type of side-pocket mandrel – round or oval | |
|Special mandrel porting configuration and flow path, if | |
|applicable | |
|OD – max drift diameter |mm |in |
|OD - min (minor) diameter |mm |in |
|OD - drift ( for dual wells) |mm |in |
|ID |mm |in |
|ID - drift |mm |in |
|Flow control device nominal OD |mm |in |
|Nominal ID of upper seal bore |mm |in |
|Nominal ID of lower seal bore |mm |in |
|Overall side-pocket mandrel length |mm |in |
|Critical length from top of orienting slot to face of pocket |mm |in |
|Test pressure (external)a |kPag |psig |
|Test pressure (internal)a |kPag |psig |
|Tensile strength (EOEC)b |kg |lb |
|All compatible* latch types | |
|All compatible* running tool types and ODs | | mm |
| | |(in) |
|All compatible* pulling tool types and ODs | |mm (in) |
|All compatible* kick-over tool types and ODs | |mm (in) |
|Material | |
|Hardness | |
| |Rockwell C |
|Casing - minimum size recommended | mm, |in, lb/ft |
| |kg/m | |
|Casing - minimum size recommended (dual) | mm, |in, lb/ft |
| |kg/m | |
|Thread type | |
|Thread size | |
|Thread configuration | |
|Thread mass (weight) |kg/m |lb/ft |
|Number of full thread re-cuts available | | |
| |top |bottom |
| |
|Specification of side-pocket mandrel environmental, design verification, product validation, and quality control grades (circle desired |
|grades) |
|Environmental service grade |E1 |E2 |E3 |E4 |
| |Standard |Sulphide Stress |CO2 Service |Special |
| | |Cracking | | |
|Design validation grade |V3 |V2 |V1 |
| |Basic |Intermediate |Highest |
|Product functional testing grade |F3 |F2 |FV1 |
| |Basic |Intermediate |Highest |
|Quality control grade |Q3 |Q2 |Q1 |
| |Basic |Intermediate |Highest |
|a Test is conducted at ambient temperature with ends closed. Higher operating temperatures may lower this value. |
|b Calculations are based on no internal or external pressure, ambient temperature, and the critical cross-section of the side-pocket |
|mandrel. This value is exclusive of end connections (EOEC) that may reduce the tensile strength. |
|* Compatible as proven by testing, by Supplier/Manufacturer, per ISO 17078-1, Annex B and C. |
3. Flow control device product data sheet template
The following template may be used as a product data sheet by the supplier/manufacturer to help specify the technical requirements of the flow control device being supplied to the user/purchaser. These technical requirements are defined in ISO 17078-2, Clauses 6 and 7.
Company
|Company | |
|Prepared by | |
|Date of preparation (dd-mm-yyyy): | |
|Date of delivery (dd-mm-yyyy): | |
| |
|Engineering units |
|Specify engineering units |SI units |US Customary Units |
| |Note: Enter SI or US customary units |
| |
|Flow control device technical specifications |
|Nomenclature of flow control device | |
|Supplier/manufacturer’s flow control device part number | |
|Flow control device (FCD) type (e.g. IPO, PPO, pilot, orifice, | |
|etc.) | |
|OD maximum |mm |in |
|Upper seal bore * | mm |in |
|Lower seal bore * | mm | in |
|Overall flow control device length ** | mm | in |
|Orifice / port size | mm | in |
|Bellows cross-section area |mm2 |in2 |
|Port / bellows (Av/Ab) ratio | |
|Maximum dome charge pressure |kPag |psig |
|Minimum dome charge pressure | kPag | psig |
|Maximum rated pressure of flow control device assembly | kPag | psig |
|Maximum back check valve differential pressure | kPa | psi |
|Elastomers / packing rated pressure at maximum temperature | kPag | psig |
|Elastomers / packing rated pressure at minimum temperature | kPag | psig |
|Elastomers / packing maximum temperature |oC |oF |
|Elastomers / packing minimum temperature |oC |oF |
|Elastomers / packing material | |
|FCD activation mechanism, e.g. nitrogen, spring, combination, | |
|shear, etc. | |
|Stem / seat material | |
|Check valve sealing characteristic, e.g. metal to metal or metal | |
|to non-metallic | |
|Check activation system: e.g. flow activated, spring loaded | |
|(positive) | |
|Latch connection on flow control device | |
|Compatible latch types | |
|Side-pocket mandrel porting configuration | |
|Bellows metallurgy | |
|Flow control device base metallurgy | |
| |
|Flow control device environmental, design verification, product validation, and quality control grades |
|Environmental service grade |E4 |E3 |E2 |E1 |
| |Standard |Stress cracking |Weight loss |Unique |
|Design validation grade |V3 |V2 |V1 |
| |Basic |Intermediate |Highest |
|Product functional test grade |F3 |F2 |F1 |
| |Basic |Intermediate |Highest |
|Quality control grade |Q2 |Q1 |
| |Basic |Highest |
|Other defining information | |
| |
|* Nominal dimension(s) that the FCD is designed to accommodate. |
|** Unless FCD has an integral latch, length is without latch or latch thread make-up. |
4. Running, pulling, and kick-over tool, and latch product data sheet template
Company
|Running, pulling, or kick-over tool, or latch product data sheet |
|Company | |
|Prepared by | |
|Date of preparation (dd-mm-yyyy): | |
|Date of delivery (dd-mm-yyyy): | |
Engineering Units
|Specification of engineering units |SI Units |US Customary Units |
| |Note: Supply one set of units |
Running, pulling, and kick-over tool and latch product data sheet
| |
|Device designation |
|Type of device being described: (e.g. running tool, pulling tool, | |
|kick-over tool, or latch) | |
|Supplier/manufacturer’s part number | |
|Nomenclature of assembly | |
|Technical/operations manual reference number | |
| |
|Mechanical properties |
|Metallic material list | |
|Hardness of engagement surface of tool (e.g. dogs, kick-over |hrc |
|trigger, fishing neck) | |
|Non-metallic material list | |
|Overall length |mm |in |
|Maximum OD |mm |in |
|Fish neck OD |mm |in |
|Top connection – thread type | |
|Bottom connection – thread type | |
|Storage temperature (min/max) |oC |oC |oF |oF |
|Operating temperature (min/max) |oC |oC |oF |oF |
| | |
|Operational properties | |
|Compatible conveyance method(s) | |
|Compatible retrieval method(s) | |
|Maximum tensile load rating |kg |lb |
Running, pulling, and kick-over tool and latch environmental, design verification, product validation, and quality control grades
|Environmental service grade |E4 |E3 |E2 |E1 |
| |Standard |Stress cracking |Weight loss |Unique |
|Design validation grade |V2 |V1 |
| |Basic |Highest |
|Product functional test grade |F2 |F1 |
| |Basic |Highest |
|Quality control grade |Q2 |Q1 |
| |Basic |Highest |
|Other defining information | |
(informative)
Guidelines for setting up and calibrating flow control devices
1. General scope
This annex presents guidelines that may be followed for set-up and calibration of flow control devices.
2. Disclaimer
This document presents no claim or guarantees that following these guidelines and practices will lead to proper or correct set-up/calibration of flow control devices. The user of this document does so at his/her own choice and risk.
3. Flow control device set-up/calibration concepts
The following concepts can be used for set-up/calibration of any flow control device that is intended for repeated opening/closing.
• Verify flow control device integrity
Perform visual inspection
Validate pre-set test rack opening/closing, if pertinent
• Prepare flow control device for testing
Remove reverse flow valve assembly, if necessary
Remove packing, if necessary
• Set to required test rack opening/closing, as appropriate
• Age flow control device
• Fine-tune test rack opening/closing setting
• Re-age (if necessary)
• Validate that test rack opening/closing setting has not changed
• Finalize flow control device assembly and marking
4. Example procedure – 2.54 cm IPO flow control device
The following is an example of using these set-up/calibration concepts; it is based on a 2.54 cm (1.0-inch), wire line retrievable, injection pressure operated (IPO) flow control device.
1. Verify integrity
Perform visual inspection of flow control device. Validate test rack opening pressure if this pressure is pre-defined.
2. Initial preparation
Remove the reverse flow valve assembly and packing.
3. Set required test rack opening/closing pressure
Remove tail plug; use caution as pressure may trapped between the tail plug and the valve core. Use the appropriate Supplier/Manufacturer’s procedure to charge the bellows to their recommended pressure, or a pressure of 344.7 kPa (50 psig) greater than the design setting pressure required (Pvot). Do not exceed the rated pressure of the flow control device. Check the valve core for visible leakage.
1. Stabilize temperature
Place the flow control device in a water bath for 15 minutes. The water bath shall be at the reference temperature specified by the Supplier/Manufacturer’s or User/Purchaser’s procedure.
2. Initial pressure setting
Remove the flow control device from the water bath and insert it in a tester. (Caution: Do not hold the flow control device by the dome as that will heat the dome and cause incorrect set pressures.) Apply gas pressure to open the flow control device; measure and record the pressure required to open the valve. If it takes longer than 30 seconds to apply and measure the opening pressure, remove the flow control device from the tester and return it to the water bath to stabilize the temperature and repeat this process.
3. Inspect/replace tail plug seals
Inspect all elastomeric seals used for pressure sealing of the tail plug. If metallic gaskets are used, replace the gaskets. Inspect the sealing surfaces of the tail plug to insure all surfaces are smooth and clean of debris. Install tail plugs appropriately to insure the seal of the dome area.
4. First ageing sequence of the flow control device
Place the flow control device in the pressure chamber or ager, with the flow control device in the vertical position in chamber, with the tail plug end up. Follow the Supplier/Manufacturer’s written procedure, or use the following procedure.
1. Aging procedure
Increase the pressure on the ager chamber to 34,473.8 kPa (5,000 psig) and hold for a minimum of 5 minutes. Release the pressure and repeat the pressure/hold cycle two more times. Bleed down the chamber and remove the flow control device. Remove the tail plug form the flow control device and place it in the water bath for a minimum period of 15 minutes.
5. Stage 2 - set flow control device pressure
Remove the flow control device from the water bath and insert it in the tester. Do not hold the flow control device by the dome as that will heat the dome and cause incorrect set pressures. Apply gas pressure to open the flow control device. Compare the initial recorded pressure to the new opening pressure. If the pressure declines more than 172.4 kPa (25 psi), repeat the ageing cycle in Clause C.4.4. If it increases more than 172.4 kPa (25 psi,) the flow control device may be defective; it shall be inspected to determine the cause of the pressure change.
1. Adjust dome pressure
Adjust the dome pressure per the Supplier/Manufacturer’s written procedure to achieve the proper opening pressure Pvot. If it takes longer than 30 seconds to obtain the desired opening pressure, remove the flow control device from the tester and return it to the water bath.
6. Inspect/replace tail plug seals
Inspect all elastomeric seals used for pressure sealing of the tail plug. If metallic gaskets are used, replace the gaskets. Inspect the sealing surfaces of the tail plug to insure all surfaces are smooth and clean of debris. Install tail plugs appropriately to insure the seal of the dome area.
7. Re-age flow control device
Place the flow control device in the pressure chamber or ager, with the flow control device in the vertical position in chamber, with the tail plug end up. Follow the Supplier/Manufacturer’s written procedure, or use the following procedure.
1. Re-age procedure
Increase the pressure on the chamber to 34,473.8 kPa (5,000 psig) and hold it for a minimum of 5 minutes. Release the pressure and repeat the pressure/hold cycle two more times. Bleed down the chamber and remove the flow control device. Remove the tail plug from the flow control device and place it in the water bath for a minimum period of 15 minutes.
8. Fine tune pressure setting
Remove the flow control device from the water bath and install it in a tester and check the test rack opening/closing pressure. If the test rack pressure has changed by more than 34.5 kPa (5 psi) and is above the required test rack opening, repeat steps C.4.5 through C.4.8 until the pressure does not change more than 34.5 kPa (5 psi). It is below the required test rack opening, proceed to the next step.
1. Adjust if test rack pressure is too low
Remove tail plug; use caution as pressure may trapped between the tail plug and the valve core. Use the appropriate Supplier/Manufacturer’s procedure to charge the bellows to their recommended pressure, or a pressure of 344.7 kPa (50 psig) greater than the design setting pressure required (Pvot). Do not exceed the rated pressure of the flow control device. Check the valve core for visible leakage. Now repeat C.4.5 through C.4.8.
9. Final flow control device assembly and marking
Install the lower packing; inspect the flow control device housing for any sharp surfaces. Inspect the reverse flow check and check seal for proper fit, smooth movement, and to assure that it is free of debris. Assemble the checked flow control device as per the supplier/manufactures’ recommended procedure. Install the upper packing.
Properly stencil the flow control device with the Pvot, measured depth setting, and port size per ISO 17078-2, Clause 7.3. Record the pressure setting, port size, and measured depth setting of each flow control device.
(informative)
Guidelines for test sites for flow control device performance testing
1. General scope
This annex provides information related to performance testing of flow control devices. Specifically, it contains recommendations for flow control device performance test sites.
2. Disclaimer
This document presents no claim or guarantee that following these guidelines and practices will lead to proper or correct test sites for flow control device performance testing. The user of this document does so at his/her own choice and risk.
3. Test site recommendations
1. Introduction
This section outlines the equipment needed for testing flow control devices to determine:
a. flow control device flow coefficients (Cv)
b. pressure drop ratio factor (Xt)
c. gas-lift flow control device performance curves.
This clause outlines the testing facility necessary to perform flow control device testing. The type of testing anticipated will require a high-volume, high-pressure source of gas. It is suggested that the gas storage device be at least 2.83 m3 (100 cubic feet) and the pressure be at least 10,432 kPa (1,500 psig).
Applicable codes and practices should be followed when constructing the facility. The piping, flow control devices, and surge vessels comprising the gas-lift flow control device testing system will be subjected to high pressure gas. As such, the fabrication, testing, and flow control device selections shall adhere to the established codes governing piping systems and vessels.
Surge or other vessels with diameters exceeding 152 mm (6 inches) shall adhere to ANSI/ASME Section VIII "Rules for Construction of Pressure Vessels" or Section VIII "Rules for Construction of Pressure Vessels - Division 2 - Alternative Rules". These rules provide requirements for design, fabrication, inspection, and certification of applicable vessels.
The piping consisting of materials, wall thickness, and related pressure ratings, shall adhere to ANSI/ASME B31.8 "Gas Transmission and Distribution Piping Systems" and addenda. Piping material shall be specified as Grade B. Flanges shall adhere to ANSI/ASME B16.5-88 "Pipe Flanges and Flanged Fittings" and addenda; flow control devices are covered by ANSI/ASME B16.34-88 "Valves - Flanged, Threaded, and Welded End". Note that API flow control devices and flanges could be used but are covered by API Spec 6D "Specification for Pipeline Valves (Gate, Plug, Ball, and Check Valves)". These API flanges may not be interchangeable with ANSI/ASME flanges.
2. General description
The flow test system shall be defined in a P&ID diagram and shall include, as a minimum, items shown in Figure D.1 and listed below:
(1) Test specimen
(2) Test section
(3) Throttling control flow control devices
(4) Pressure surge tanks
(5) Flow measuring device
(6) Pressure sensors
(7) Temperature sensors
(8) Equalizing flow control devices
[pic]Figure D.1
Basic Flow Test System Schematic
3. Test specimen - wireline retrievable flow control devices
The test specimen consists of the components described below and shown in Figure D.2.
[pic]
Figure D-2
Test specimen - wireline retrievable flow control devices
The specimen includes the fully assembled test flow control device including the supplier/manufacturer’s recommended reverse check valve. It includes a latch that is compatible with the receptacle and flow control device. It is installed and latched in a compatible receptacle. Replacement of the external V-ring packing stacks with an alternate sealing means is permissible.
The flow control device receptacle shall be compatible with the flow control device and latch; it shall provide a means to seal above and below the flow control device inlet ports. The inlet port area of the receptacle and the minimum annular flow area between the receptacle and flow control device inlet port shall be recorded.
4. Test section
1. General
The test section includes the test specimen and all fixtures located between the upstream and downstream pressure measurement devices. The flow path through the test section shall not pass through any chokes, close radius elbows, or tees and be free of internal obstructions. Elbows shall have a minimum 10.16 cm (4 inch) radius. Figure D.3 shows an example of a test section that complies with these recommendations.
[pic]
Figure D.3
Example Test Section
2. Upstream test section
The test section upstream of the test specimen shall extend no more than 60.96 cm (24 inches) from the test specimen and shall have a minimum inside flow diameter of at least 2.54 cm (1 inch). The upstream test section shall be plumbed to the test specimen such that an unobstructed annular chamber exists surrounding the inlet ports of the test specimen. This chamber shall extend no less than 1.27 cm (1/2 inch) above and below the inlet ports of the test specimen and shall have an annular width of at least .64 cm (1/4 inch).
3. Downstream test section
The test section downstream of the test specimen shall extend no more than 60.96 cm (24 inches) from the test specimen and shall have an inside diameter of at least 3.81 cm (1.5 inches). The downstream test section shall be aligned such that the centerlines of the specimen and section are parallel and concentric. The downstream test section shall have a straight extension of at least 15.24 cm (6 inch) length beginning at the test specimen.
5. Throttling control valves
1. General
This clause recommends test procedures for performance testing of throttling flow control devices.
Upstream and downstream throttling control valves are used to control the pressures acting on the test section. There is no restriction as to the style of these control valves.
2. Capacity
Both control valves shall be of sufficient flow rate and pressure capacity to exceed the flow rate and pressure capacity of the test specimen.
6. Pressure surge protection
1. General
Pressure surge protection is recommended on both the upstream and downstream side of the test section. The purpose of the pressure surge protection is to dampen the effects of a pressure surge that might occur as a result of flow control device performance. Pressure surge may cause serious damage to pressure measurement devices and transducers and seriously hamper the ability to control and monitor a test.
2. Surge tanks
Surge tanks can be used to gain an adequate amount of surge protection. These tanks shall be plumbed into the test system outside of the test section such that they are each independently in full pressure communication with the upstream and downstream pressures acting on the test section. Optional control valves may be placed in the plumbing that connects the pressure surge tanks to the test system.
The volume of the pressure surge tanks shall be no less than .057 m3 (2 cubic feet). It is recommended that the downstream pressure surge tank have twice the volume of the upstream pressure surge tank.
3. Alternative methods
Alternative surge protection systems that reduce pressure surges in the test specimen to no more than 69 kPa/sec (10 psig/sec) are also permitted.
7. Flow measurement methods and accuracy
The flow measurement instrument and/or method may be any device that meets the specified accuracy.
Flow rate shall be determined within an error not exceeding +/- 6% of actual flow rate. The resolution and repeatability of the method shall be within +/-1% of actual flowrate. The measuring instrument shall be selected and maintained to achieve the specified accuracy. The ANSI/API MPMS 14.31-1990 or GPA 8185-90 Part 1 methods of flow rate calculation, along with a certified meter run, satisfy these recommendations.
8. Pressure taps
1. General
This clause recommends pressure tap locations and orientation.
Two pressure taps are required. The location of these two pressure taps will define the upstream and downstream pressures acting on the test specimen. The location of these two taps define the beginning and end of the test section. The geometry of the tap shall conform to the dimensions given in Figure D.4.
[pic]
Figure D.4
Recommended Geometry of Pressure Tap
2. Location and orientation
The upstream and downstream pressure taps shall be located as near as possible to the test specimen but shall be no more than 60.96 cm (24 inches) from the test specimen.
When located on a horizontal run, the upstream and downstream taps shall be located above a horizontal plane extending through the centerline of the pipe. The tap centerline shall be perpendicular to the pipe centerline.
9. Pressure measurement, accuracy, and reporting requirements
This clause recommends pressure measurement requirements and reporting.
All pressure and pressure differential measurements shall be selected with an accuracy such that any errors do not exceed +/-1% of actual value. Pressure measuring devices shall be calibrated as frequently as necessary to maintain specified accuracy, with a minimum frequency of once per six months.
The upstream and downstream test section pressure measurement shall be visually displayed continuously to the operators that are controlling the test pressures at the test section.
A means shall be provided to produce a hardcopy report of the pressures measured at both the upstream and downstream pressure taps of the test section.
10. Temperature taps, location, and orientation
1. General
This clause recommends the location and orientation of temperature measurement taps.
Two temperature taps are required. One temperature tap shall be located on the upstream side of the test section and another shall be located near the flow rate measurement device. An optional downstream temperature tap may be located on the downstream side of the test section.
2. Location and orientation
The upstream temperature tap shall be located within the upstream side of the test section. The temperature tap used for flow rate measurement shall be located as recommended by the supplier/manufacturer of the flow rate measurement device. There is no requirement for the location of the optional downstream temperature tap; however, it is recommended that if one is used, it be located within the downstream side of the test section.
When located on a horizontal run, the temperature taps shall be located above a horizontal plane extending through the centerline of the pipe.
11. Temperature measurement, accuracy, and reporting requirements
This clause recommends temperature measurement requirements and reporting.
The devices used to measure gas temperature shall not have an error exceeding +/- 1.1 degrees Centigrade (+/- 2 degrees Fahrenheit) of actual value.
The gas temperature shall be measured at the flow rate measurement device and on the upstream portion of the test section.
A means shall be provided to produce a hardcopy report of the temperatures measured at both the flow rate measurement device and at the upstream portion of the test section.
12. Equalizing valves
The method of accomplishing the tests may require that the upstream and downstream pressures be equalized prior to testing. The equalizing valve is positioned between the upstream and downstream test section and allows the ability to by-pass the test specimen.
13. Gas supply
Air, nitrogen, or some other gas shall be used as the basic fluid in this test procedure. Vapors which may approach their condensation points at the vena contracta of the specimen are not acceptable. Care shall be taken to avoid formation of liquids or solids in the gas supply during the test.
14. Documentation
The following information shall be available as a means for demonstrating the compliance of the test apparatus with this recommendation. Data Form D.1 may be used for this purpose. Test documentation shall meet the requirements of Clause 7.2 of ISO 17078-1.
|No. |Item |
| | |
|1 |Is schematic of test apparatus attached? (Y/N) | |
| |Are items 1 – 8 of Clause D.3.2 identified? (Y/N) | |
| |
|2 |Is detailed drawing of the test section attached? (Y/N | |
| |Distance from the test specimen to the upstream pressure gauge? | |
| |Distance from the test specimen to the downstream pressure gauge? | |
| |Number of receptacle inlet ports? | |
| |Diameter of the receptacle inlet ports? | |
| |Annular flow area between the valve and the receptacle? | |
| |Distance from OD of test specimen to ID of annular chamber around test specimen? | |
| |Distance from test specimen inlet ports to annular chamber seal? | |
| |
|3 |Description of upstream control valve? | |
| |Flow capacity of upstream control valve at full open position? | |
| |Description of downstream control valve? | |
| |Flow capacity of downstream control valve at full open position? | |
| |
|4 |Type of upstream pressure surge protection? | |
| |Type of downstream pressure surge protection? | |
| |
|5 |Type of flow measurement device? | |
| |Accuracy of flow measurement device? | |
| |
|6 |Upstream pressure measurement device? | |Accuracy? | |
| |Downstream pressure measurement device? | |Accuracy? | |
| |Differential pressure measurement device? | |Accuracy? | |
| |
|7 |Method of reporting and recording pressure measurements? | |
| |Accuracy of pressure measurement recording device? | |
| |
|8 |Upstream temperature measurement device? | |Accuracy? | |
| |Downstream temperature measurement device? | | | |
| |
|9 |Method of reporting and recording temperature measurements? | |
| |Accuracy of temperature measurement recording device? | |
| |
Data Form D.1 – Demonstration of Compliance of Test Apparatus with Recommended Test Procedures
(informative)
Guidelines for setting up reconditioning shops and selecting shop personnel for side-pocket mandrels and related equipment
1. General scope
This annex presents requirements for establishing and operating set-up and reconditioning shops for side-pocket mandrels and related equipment including: flow control devices, latches, and other associated equipment. It also presents guidelines for selection and qualification of shop technicians.
2. Disclaimer
This document presents no claim or guarantees that following these guidelines and practices will lead to proper or correct set-up of reconditioning shops, or selection of qualified technicians. The users of this document does so at their own choice and risk.
3. Set-up/repair shop principles
Set-up/repair shops for side-pocket mandrels, flow control devices, latches, and related equipment shall adhere to the general principles listed below.
1. The workshop/work area shall be identifiable and distinct from other work spaces to the degree necessary to avoid confusion, contamination, or unsafe operations, e.g. grinding, sanding, welding, etc.
2. Within the workshop/work area, there shall be clearly distinct clean and dirty work spaces.
3. Storage of side-pocket mandrels and related equipment shall be segregated between work to be started, work in process, and work completed.
4. Tools and equipment shall be maintained and stored in good working order.
5. The layout of the workshop shall enhance a safe, systematic, and ergonomic working environment.
6. The flow control calibration equipment shall adhere to Clause C and ISO 17078-2, Clause X.
7. Supplier/manufacturer’s written documents and guidelines for processes, equipment, and procedures relevant to the workshop’s functional duties shall be used.
4. Detailed recommendations for setup/repair shops
This clause contains detailed recommendations for set-up and reconditioning shops for side pocket mandrels, flow control devices, latches, and associated equipment.
1. Safety
Supplier/Manufacturer’s written safety procedures shall be followed when performing all of the tasks outlined below.
2. Equipment
1. General
Equipment requirements for set-up and testing shall be as defined in the following ISO references and the Supplier/Manufacturer’s written procedures for measurement accuracy. A calibration process shall be in place to maintain this accuracy.
• ISO 17078-1, Annex C for side-pocket mandrel product functional testing;
• ISO 17078-2, Annex D for flow control device product functional testing and Annex C of this document for flow control device set-up/calibration procedures;
• ISO 17078-3, Annex C for latch product functional testing.
2. Equipment for side-pocket mandrels
The following equipment shall be used for set-up and testing of side-pocket mandrels.
1. Test stand
The stand shall consist of:
• Dummy flow control device with latch.
• Tool for insertion and retrieval of a flow control device from the side-pocket mandrel.
• Device for pressurizing hydrostatically.
• Device for measuring and recording test pressures.
• Device for external and internal drift testing.
3. Equipment for flow control devices
The following equipment shall be used for set-up and testing of flow control devices.
1. Test block/bench (including gauges) for flow control devices
The test block/bench shall be capable of measuring the calibration pressure of flow control devices to within the accuracy stated in the individual flow control device set-up procedures. Required equipment includes a high pressure source of air or nitrogen, pipe work, gauges, fittings, and adapters necessary to enclose flow control devices in a manner detailed in the individual flow control device Supplier/Manufacturer’s procedures. The test block/bench will also be capable of:
1. Testing ball/seat leakage rates
2. Testing back check integrity
2. Charging system
A system consisting of various adapters, fittings, pipe work, and gauges as per the Supplier/Manufacturer’s written guidelines is required for each flow control device. In addition, a nitrogen supply is required for pressure charging nitrogen-charged flow control devices. This shall be placed sufficiently close to the test block to minimize the amount of manual handling required.
3. Ager
The flow control device ager is a vessel capable of containing flow control devices singly or in multiples in an upright position and withstanding appropriate internal pressures for ageing as set out in the flow control device ageing procedures. The ager vessel shall be fitted with required measuring equipment as defined in ISO 17078-2, Annex D.
4. Temperature control (and or constant temperature bath)
For the set-up of nitrogen-charged flow control devices, it is necessary to verify and record either the ambient temperature of the workshop or the temperature of a water bath used to maintain the flow control device at a constant temperature during the set-up process. The workshop technician shall understand and be suitably trained on the significance of how temperature affects the accuracy of the flow control device set up procedure.
4. Equipment for latches
There are no special equipment requirements for latches, except as listed below.
5. Hand tools
The workshop shall be equipped with hand tools that are required for the assembly, disassembly, and set-up of the flow control devices that are to be worked on. Strap wrenches that do not mark the housings of the flow control devices shall be used to avoid damage. Certain specific tools shall be identified in the individual flow control device workshop procedures. Other tools shall be general mechanical workshop tools that are appropriately sized.
6. Storage
Storage facilities shall be appropriate to segregate clean, dirty, finished, and unfinished work. Requirements for specialized storage shall be called out in the individual flow control device workshop procedures.
7. Equipment cleaning facility
A cleaning bath, brush wheel, and abrasives shall be used to remove grease and other forms of dirt prior to repair of flow control devices.
Environmental consideration shall be given to the selection, use, and disposal of all solvents, greases, etc. used in the set up and repair of flow control devices, and an emergency response plan shall be in place to deal with any spillage. Consideration shall be given to the effects of used equipment that may have been subjected to environmental hazards such as radioactive materials, H2S, etc.
Material safety data sheets or other similar documentation shall be present in the workshop area and reviewed by workshop personnel.
5. Shop Procedures
The shop shall be qualified per ISO 9002. Written documentation designed to provide quality assurance shall be in place. The document shall address the following as a minimum.
1. Calibration of all measuring devices including but not limited to pressure measuring devices and thermometers, to the accuracy stated herein and in the Supplier/Manufacturer’s procedures.
2. Maintenance of workshop equipment to a level appropriate to achieve and maintain the workshop procedures.
3. Reference to safety procedures, which may be listed in a separate safety procedures manual.
4. Equipment storage procedures which shall address segregation of clean/dirty work, inventory management, and any special procedures for items with a shelf life, e.g. elastomers.
5. Equipment marking, labeling, packaging, and shipping, procedures.
6. Goods receipt and inspection. In particular, procedures for preventing natural occurring radioactive materials from entering the workshop may be required.
7. Work order or job instructions for control of workflow from project initiation through final equipment dispatch.
8. Technical manuals and product assembly instructions and processes.
6. Shop personnel
Appropriately trained and qualified shop technicians shall be in place to undertake set-up and repair of side-pocket mandrels and related equipment. The technicians shall use appropriate safety clothing and equipment for the tasks. The technicians shall be trained, as a minimum, in basic safety and workshop procedures.
There shall be a documented shop personnel training program that includes processes, requirements, and procedures. Records shall be kept of training and examinations completed.
1. Competency overview
The competencies described below are listed as the minimum requirements for persons who are responsible for the repair and set up of side-pocket mandrels and related equipment. They apply to either persons acting unsupervised or supervisors overseeing others. The competencies shall be included in the workshop procedures document and shall be verified and reviewed regularly. Due to the difference in the importance of the various competencies, differing levels of competency shall be required, as a minimum. Specific formal qualifications are not included here but shall be defined in written procedures.
Three competency levels are suggested:
1. Awareness. Basic level of understanding.
2. Knowledgeable. A more detailed understanding but without a practical experience element.
3. Skilled. A detailed knowledge of the activity, including a practical ability in applying that knowledge.
2. Competencies
1. Qualification
Persons seeking qualification at these levels of competency shall pass a qualification examination administer by a qualified organization. See Clause E.6.3.
2. Requirements for awareness level
The following basic understanding shall be required, as a minimum, to demonstrate the awareness level of competency.
1. Side-pocket mandrel, flow control device, and latch overview.
2. Relationship of side-pocket mandrels and related equipment to wire line operations.
3. Relationship of side-pocket mandrels and related equipment to well completions operations.
4. Side-pocket mandrels and related equipment set-up/repair shop safety procedures.
5. Requirements to be met by those fulfilling the knowledgeable and skilled levels.
3. Requirements for knowledgeable level
The following knowledge shall be required to demonstrate the knowledgeable level of competency.
1. Knowledge of the awareness level.
2. Knowledge of side-pocket mandrel and associated equipment construction.
3. Knowledge of information technology related to recording and reporting flow control device set up and testing.
4. Awareness of temperature affects on nitrogen charged flow control devices.
6. Ability to perform defined flow control device set-up, repair procedures to meet the recommendations of this annex.
7. Ability to train and supervise those fulfilling the skilled level.
4. Requirements for skilled level
The following skills shall be required to demonstrate the skilled level of competency.
1. Knowledge of the knowledgeable level.
2. Perform individual side-pocket mandrel and associated equipment workshop procedures.
3. Set and verify flow control device equipment operating pressures.
4. Use workshop tools.
5. Handle high pressure equipment and fittings.
6. Report and record side-pocket mandrel and associated equipment test results.
7. Ability to consistently perform defined side-pocket mandrel and associated set-up, repair procedures to meet the recommendations of this annex.
3. Competency verification
Companies shall have a documented shop technician training program. To become certified to a certain level of competency, a shop technician shall:
1. Work at the specified competency level, under the supervision of a person certified to that level, for a minimum of 480 documented hours.
2. Pass a written examination generated and administered under a documented training program.
3. Pass a practice examination generated and administered under a documented training program.
Once certified, the level of competency certification shall remain valid for three years. Persons who have been certified shall be entitled to display the certificate in their workplace and list it on their resumes.
To renew certification at a certain level of competency, a shop technician shall:
1. Work at the specific competency level for a minimum of 480 documented hours in the year before seeking re-certification.
2. Pass a written re-certification examination generated and administered under a documented training program.
(informative)
Guidelines for pre- and post-installation inspection and testing of side-pocket mandrels and related equipment
1. General scope
This annex presents guidelines for pre and post installation inspection and testing of side-pocket mandrels and related equipment including: flow control devices, running, pulling, and kick-over tools, and latches. Pre-installation inspection consists of steps that are performed before the equipment reaches the wellsite, and steps that can be performed at the wellsite. Post-installation inspections may be performed both at the wellsite and in a shop.
2. Disclaimer
This document presents no claim or guarantees that following these guidelines and practices will lead to proper or correct pre and post installation inspection and testing of side-pocket mandrels and related equipment. The users of this document do so at their own choice and risk.
3. Guidelines for pre-installation inspection and testing
These guidelines shall be followed for pre-installation inspection and testing of side-pocket mandrels and related equipment. For equipment to be acceptable for installation, visual inspections shall indicate satisfactory equipment integrity and measurements shall satisfy completion design specifications.
1. Inspections/tests conducted prior to wellsite
The following inspections and testing shall be performed before the equipment is delivered to the wellsite.
• Verify flow control device has been set up, calibrated, and marked per requirements of Annex C.
• Secure latch to flow control device using Supplier/Manufacturer’s guidelines and recommended grade of thread locking compound.
• Install flow control device and latch assembly with proper tools in side-pocket mandrel per Supplier’s/Manufacturer’s recommended installation practices.
• Pressure test using the lesser of Supplier’s/Manufacturer’s side-pocket mandrel or flow control device pressure testing limit, to validate pressure integrity.
• Mark the side-pocket mandrel with the following information using a permanent marker: well identification and measured depth.
2. Visual inspection
Visual inspection shall include checking for damage of equipment after shipping to the wellsite, proper marking, and confirmation that the equipment matches the original purchase order and the bill of lading. This pre-installation inspection shall include, as a minimum:
• Bends, dents, pits, scratches
• Thread condition, protectors, proper lubricants
• Corrosion
• Required markings
• Sealing surfaces on flow control devices
• Latch ring movement on latches
• Kick-over activation on kick-over tools
3. Drift / outside diameter inspection
Pre-installation drift / outside diameter inspection, using calibrated tools, shall include, as a minimum:
• Internal drift testing of side-pocket mandrels
• External diameter check
4. Pressure testing
Pre-installation pressure testing shall include, as a minimum:
• Mandrel connection with tubing (do not exceed mandrel pressure test limits)
4. Guidelines for post-installation inspection and testing
These guidelines may be followed for post-installation inspection and testing of flow control devices and associated equipment.
1. Operations conducted when equipment is pulled
The following operations shall be performed when the equipment is first pulled from the well at the wellsite.
• As each side-pocket mandrel is removed from the well, mark it using a permanent marker with the well identification, mandrel number, and measured depth of mandrel.
• Check for radioactive contamination. If contamination is identified, handle per the prevailing local codes and laws.
• Coat threads with a thread preservative and place closed thread protectors on all threads.
• Record any visual observations with tubing, side-pocket mandrels, threads, corrosion, deposits, etc.
• Record any damage created during pulling or handling.
• Send to shop for post-installation inspections and test.
2. Visual inspection in the shop
This post-installation inspection performed in the shop shall include the following items as a minimum. These observations shall be recorded using Form F.1 or equivalent.
• Thread inspection
• Side-pocket mandrel scale deposits, corrosion products, erosion, plugging
• Extract flow control device from side-pocket mandrel, noting any excessive force
• Mark mandrel number on flow control device. Verify that measured depth on flow control device matches depth on side-pocket mandrels
• Packing
• Flow control device and latch: corrosion, erosion, plugging, bending, pitting, or other damage.
3. Pressure testing
The post-installation inspection shall include the following tests, as a minimum. These observations shall be recorded using Form F.1 or equivalent.
• Ptro or Ptrc, as appropriate, of flow control device, using defined reference temperature. Compare with value marked on flow control device.
Form F.1
Pre- and Post-Installation Inspection and Testing of Side-Pocket Mandrels and Related Equipment
|Pre- and Post-Installation Inspection & Testing of Side-Pocket Mandrels & Related Equipment |
|Company |Name |Date |
|Field |Lease |Well |
|Well TVD |Well MTD |Packer MD |Casing Size |Tubing Size |
|Side-Pocket Mandrel Make/Model | |Flow Control Device Make Model | |
|Side-Pocket Mandrel Measured Depths |
|Side-Pocket Mandrel Number |
|Date |Reason for Installation |
|SPM / FCD Number |
|Was FCD set up, calibrated & marked per ISO 17078-4? |
|Any visual indication of bends, dents, pits, | |
|scratches? | |
|Was internal drift test of SPM satisfactory? |
|Date |Reason for Retrieval of SPM’s or FCD’s? |
|SPM / FCD Number |
|Are required markings on SPM and/or FCD? |
|Any evidence of damage to threads? | | | |
|Liquid rate |cubic meters/day (m3/d) |6,2901 |barrel/day (bbl/d) |
|Liquid volume |cubic meters (m3) |6,2901 |barrels (bbl) |
|Gas rate |cubic meters/day (m3/d) |35,3107 |cubic feet/day (ft3/d) |
|Gas volume |cubic meters (m3) |35,3107 |cubic feet (ft3) |
|Temperature |Celsius (degrees) |(°C ( 9/5) + 32 |Fahrenheit (degrees) |
|Pressure |kilopascal (kPa) |0,14503 |pounds per square inch (psi) |
|Depth |meters (m) |3,2808 |feet (ft) |
|Diameter |meters (m) |39,3701 |inches (in) |
|Density |kg/m3 |0,06246 |lbm/ft3 |
|Viscosity |pascal second (Pa.s) |1000 |centipoise (cp) |
|Force |newton (N) |0,22482 |pound-force (lbf) |
5. Engineering units conversion - From US customary to SI
|Variable |Multiply |By |To obtain |
|Liquid rate |barrel/day (bbl/d) |0,15898 |cubic meters/day (m3/d) |
|Liquid volume |barrels (bbl) |0,15898 |cubic meters (m3) |
|Gas rate |cubic feet/day (ft3/d) |0,02832 |cubic meters/day (m3/d) |
|Gas volume |cubic feet (ft3) |0,02832 |cubic meters (m3) |
|Temperature |Fahrenheit (degrees) |5/9 ( (°F – 32) |Celsius (degrees) |
|Pressure |pounds per square inch (psi) |6,895 |kilopascal (kPa) |
|Depth |feet (ft) |0,3048 |meters (m) |
|Diameter |inches (in) |0,0254 |meters (m) |
|Density |lbm/ft3 |16,018 |kg/m3 |
|Viscosity |centipoise (cp) |0,001 |Pascal second (Pa.s) |
|Force |pound-force (lbf) |4,448 |newton (N) |
Bibliography
1] ISO/IEC Guide 22:1996, General criteria for supplier's declaration of conformity
2] ISO/IEC ?????: Engineering conversions
3] ISO 15156, Materials for Use in H2S Containing Environments in Oil and Gas Production
4] API RP 11V5:1999, Operation, Maintenance, and Troubleshooting of Gas-Lift Installations
5] API RP 11V6:1999, Design of Continuous Flow Gas Lift Installations Using Injection Pressure Operated Valves
6] API RP 11V8:—[1]) Recommended Practice for Gas Lift System Design and Performance Prediction
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[1]) In course of preparation.
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