Downhole Chemical Injection Devices and Related Equipment

API SPECIFICATION 19CI FIRST EDITION, JUNE 2019

Special Notes

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Copyright © 2019 American Petroleum Institute

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Foreword

Nothing contained in any API publication is to be construed as granting any right, by implication or otherwise, for the manufacture, sale, or use of any method, apparatus, or product covered by letters patent. Neither should anything contained in the publication be construed as insuring anyone against liability for infringement of letters patent.

The verbal forms used to express the provisions in this specification are as follows:

• the term “shall” denotes a minimum requirement to conform to the standard;

  
  

• the term “should” denotes a recommendation or that which is advised but not required to conform to the standard;

  
  

• the term “may” is used to express permission or a provision that is optional;

  
  

• the term “can” is used to express possibility or capability.

ThisdocumentwasproducedunderAPIstandardizationproceduresthatensureappropriatenotificationandparticipation in the developmental process and is designated as an API standard. Questions concerning the interpretation of the content of this publication or comments and questions concerning the procedures under which this publication was developed should be directed in writing to the Director of Standards, American Petroleum Institute, 200 Massachusetts Avenue, NW, Suite 1100, Washington, DC 20001. Requests for permission to reproduce or translate all or any part of the material published herein should also be addressed to the director.

For API Monogram Program licensees and APIQR Program registrants, this standard shall become effective on the program date printed on the cover but may be used voluntarily from the date of publication.

Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at least every 5 years. A one-time extension of up to 2 years may be added to this review cycle. Status of the publication can be ascertained from the API Standards Department, telephone (202) 682-8000. A catalog of API publications and materials is published annually by API, 200 Massachusetts Avenue, NW, Suite 1100, Washington, DC 20001.

Suggested revisions are invited and should be submitted to the Standards Department, API, 200 Massachusetts Avenue, NW, Suite 1100, Washington, DC 20001, standards@api.org.

Contents

Page

1. Scope 1

2. Normative References 1

3. Terms, Definitions, Abbreviations, and Acronyms 3

   1. Terms and Definitions 3

   2. Abbreviations and Acronyms 10

4. Functional Specification 11

   1. General 11

   2. Background 11

   3. Functional Characteristics 12

   4. Well Parameters 13

   5. Operational Parameters 13

   6. Fluid Cleanliness 14

   7. Compatibility with Well Equipment 14

   8. Design Validation Grades 14

   9. Functional Testing Grades 15

   10. Quality Levels 16

   11. Additional Testing/Evaluations 16

5. Technical Specifications 17

   1. General Requirements 17

   2. Chemical Injection Device Types 17

   3. Design Criteria 17

   4. Materials 19

   5. Sealing System Requirements 21

   6. Bonding Non-metallic Materials to Substrates 22

   7. Design Verification 22

   8. Design Changes 23

   9. Design Validation Requirements 23

   10. Requirements for Annexes and Testing 28

   11. Special Features Validation 30

   12. Unconventional Design Validations 31

   13. Retrievable Chemical Injection Designs 31

   14. Additional Design Validation Testing 32

   15. Scaling of Validated Designs 32

   16. Functional Testing Requirements 32

6. Supplier/Manufacturer Requirements 33

   1. General 33

   2. Documentation and Data Control 33

   3. Identification 35

   4. Measuring and Testing Equipment 35

   5. Quality Requirements 36

   6. Materials Controls 37

   7. Non-destructive Examination Requirements 39

   8. Sampling Requirements 41

   9. Traceability 42

   10. Manufacturing Non-conformance 43

       Contents

       Page

7. Storage and Shipping Requirements 43

   1. General 43

   2. Draining, Cleaning, and/or Drying 43

   3. Exterior Threaded Connections and External Seal Assemblies 43

   4. Permanent Marking 43

   5. Coatings for Transportation and Storage 43

   6. Shipping of Pressurized Chemical Injection Devices/Products 44

8. Repair and Redress of Chemical Injection Devices/Products 44

Annex A (informative) API Monogram Program Use of the API Monogram by Licensees 45

Annex B (normative) Reverse Flow Prevention (RFP) Validation and Functional Testing 49

Annex C (normative) Back Pressure Retention (BPR) Validation and Functional Testing 64

Annex D (normative) Single-use Isolation Validation and Functional Testing Requirements 77

Annex E (normative) Secondary Chemical Injection Screen Validation and Functional Testing Requirements 83

Annex F (normative) Retrievable Chemical Injection Device/Product Testing 87

Annex G (normative) Combination of Two or More Chemical Injection Devices into a Single Product 91

Annex H (informative) Considerations for the Use of Chemical Injection Systems 96

Bibliography 105

Figures

Tables

1. Summary of Chemical Injection Device Types 12

2. Device Design Validation Grade Summary 15

3. Product Design Validation Grade Summary 15

4. Device Functional Testing Grade Summary 16

5. Product Functional Testing Grade Summary 16

6. Quality Levels Summary 16

7. Device Validation Hierarchy 24

8. Product Validation Hierarchy 24

9. Metallic Material De-Rating Factor Examples 26

10. Summary of Quality Requirements 36

11. Metallic Component Classification 37

12. Inspection Sample Size 42

1. Reverse Flow Prevention (RFP) Validation Testing Series Summary 50

   Contents

   Page

2. Reverse Flow Prevention (RFP) Functional Testing Summary 61

1. Back Pressure Retention (BPR) Validation Testing Summary 65

2. Completion Actions for V3, V2, and V1 Validation 67

3. Back Pressure Retention (BPR) Functional Testing Summary 73

1. Single-use Isolation (SUI) Validation Testing Summary 78

2. Single-use Isolation (SUI) Functional Testing Summary 81

E.1 Secondary Chemical Injection Screen (SCIS) Validation Testing Summary 84

F.1 Retrievable Validation Testing Summary 88

1. Combined Product Validation Summary—Individually Validated Devices 92

2. Combined Product Validation Summary—Unvalidated Device(s) 93

3. Combined Products Functional Testing Summary 95

Introduction

This specification has been developed by users/purchasers and suppliers/manufacturers of downhole chemical injection devices/products that are used in side-pocket mandrels and tubing retrievable mandrels/carriers in the worldwide petroleum and natural gas industry. This specification is intended to provide requirements and information to parties who are involved in the specification, selection, manufacture, testing and use of chemical injection devices. Further, this specification contains the minimum supplier/manufacturer requirements to claim conformity to this specification.

This specification has been structured to support a range of requirements in design verification, design validation, functional testing, and quality. These variations allow the user/purchaser to select the grades and levels for a specific application.

There are four design validation grades for chemical injection devices and four for products that provide the user/ purchaser with a range of technical requirements and ratings. This ensures that the devices/products supplied according to this specification meet the requirements and that the user/purchaser can compare these requirements with its preference or application and determine whether additional requirements are placed on the supplier/manufacturer.

It is important that users of this specification are aware that requirements in addition to those outlined herein may be needed for individual applications. This specification 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 variations from this specification and provide details.

Two quality levels are provided that the user/purchaser may choose to meet specific preferences or applications. Additional quality requirements can be specified by the user/purchaser as supplemental requirements.

In addition to the requirements of this document, related requirements are included in the following:

• API 19G1 provides requirements for side-pocket mandrels;

  
  

• API 19G3 provides requirements for running, pulling, kick-over tools and latches used in conjunction with side- pocket mandrel chemical injection devices/products;

  
  

• API 19G4 provides requirements for side-pocket mandrels and related equipment;

  
  

• API 19AC provides requirements for mandrels or carriers that are used with chemical injection devices/products when installed in a well.

Downhole Chemical Injection Devices and Related Equipment

1. Scope

   
   

   This specification provides requirements for chemical injection devices intended for use in the worldwide petroleum and natural gas industry. This includes requirements for specifying, selecting, design verification, validation testing, manufacturing, quality-control, testing, and preparation for shipping of chemical injection devices as defined herein. These requirements include in-line debris screen systems, single-use shearable/ frangible devices, and performance testing and calibration procedures.

   
   

   The installation and retrieval of chemical Injection devices and systems is outside the scope of this document (see API 19G2 and API 19G3).

   
   

   This document does not include requirements for mandrels, carriers, running, pulling, and kick-over tools, handling tools and latches, injection lines, fittings, control line connectors, clamps, chemicals and chemical delivery systems. Service, repair or redress of used chemical Injection devices is outside of the scope of this document.

   
   

   Validation and functional testing within this specification is performed using water as the testing medium. Design validation in conformance with this specification may not provide assurance that a chemical injection device/ product will perform in a specific well, due to the variety and potential contamination of the injected chemicals.

   
   

   Included in this specification are Annex B through Annex G (normative) and Annex A and Annex H (informative). If a product is supplied bearing the API Monogram and manufactured at a facility licensed by API, the provisions of Annex A apply.

   
   

2. Normative References

The following referenced documents are referred to in the text in such a way that some or all the content constitutes requirements of this document. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including amendments) applies.

API Specification 5B, Specification for Threading, Gauging and Thread Inspection of Casing, Tubing, and Line Pipe Threads

API Specification 7-2, Specification for Threading and Gauging of Rotary Shouldered Thread Connections, Second Edition

API Specification 19G1, Side-pocket Mandrels

API Specification 19G2, Flow-control Devices for Side Pocket Mandrels

API Specification 19G3, Running Tools, Pulling Tools, and Kick-over Tools and Latches for Side-Pocket Mandrels

API Recommended Practice 19G4, Practices for Side-pocket Mandrels and Related Equipment

API Q1, Quality Management System Requirements for Manufacturing Organizations for the Petroleum and Natural Gas Industry

ASME 1 Boiler and Pressure Vessel Code (BPVC), Section V, Nondestructive Examination

1 American Society of Mechanical Engineers, 345 East 47th Street, New York, NY 10017-2392, USA, www. asme.org.

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