Openhole Isolation Equipment

API SPECIFICATION 19OH FIRST EDITION, JANUARY 2018

EFFECTIVE DATE: JULY 2018

Special Notes

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Copyright © 2018 American Petroleum Institute

Foreword

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Shall: As used in a standard, “shall” denotes a minimum requirement in order to conform to the standard.

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This document was produced under API standardization procedures that ensure appropriate notification and participation 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, 1220 L Street, NW, Washington, DC 20005. Requests for permission to reproduce or translate all or any part of the material published herein should also be addressed to the director.

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Suggested revisions are invited and should be submitted to the Standards Department, API, 1220 L Street, NW, Washington, DC 20005, standards@api.org.

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Contents

Page

1. Scope 1

2. Normative References 1

3. Terms and Definitions 2

4. Abbreviations and Symbols 5

5. Functional Requirements 6

   1. General 6

   2. Type Description 6

   3. Well Parameters 6

   4. Operational Parameters 7

   5. Environmental Compatibility 7

   6. Design Validation 8

   7. Quality Control 8

   8. Optional Testing 8

6. Technical Specification 8

   1. General 8

   2. Technical Characteristics 8

   3. Design Requirements 8

   4. Materials 9

   5. Design Ratings 11

   6. Design Verification 11

   7. Design Validation Requirements 11

   8. Design Changes 12

   9. Design Scaling 13

   10. Design Report 13

7. Supplier/Manufacturer Requirements 13

   1. General 13

   2. Documentation and Data Control 13

   3. Material Requirements 15

   4. Heat Treating 17

   5. Quality Requirements 18

   6. Traceability 18

   7. Component Dimensional Inspection 18

   8. Welds 20

   9. Hardness Inspection of Components 20

   10. NDE of Components 20

   11. Shear Device Verification 22

   12. Functional Testing (Factory Acceptance Testing) 22

   13. Calibration Systems 22

   14. Visual Inspections 23

   15. Coatings and Overlays 23

   16. Bonding Evaluations 23

8. Repair/Redress/Remanufacture Requirements 23

9. Shipping, Handling, and Storage 23

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Contents

Page

Annex A (informative) API Monogram Program—Use of the API Monogram by Licensees 24

Annex B (normative) Validation Requirements for Inflatable, Expandable,

Openhole Mechanical Packers, and Bridge Plugs 28

Annex C (normative) Validation Test Requirements for Swellable Packers 31

Annex D (informative) Additional Validation Test Requirements for Swellable Packers 36

Bibliography 37

Figures

1. Pressure Rating Vs Hole Size 34

2. Pressure Rating vs Length 34

3. Combined Performance Interpolation of Swell Percentage and Length 35

Tables

1. Design Validation Grade Hierarchy 12

2. Quality Grade Requirements Summary 19

3. Sampling Plan Unit Counts 21

Introduction

This Specification has been developed by users/purchasers and suppliers/manufacturers of openhole isolation equipment intended for use in the petroleum and natural gas industry worldwide. This Specification is intended to give requirements and information to both parties in the selection, manufacture, testing, and use of openhole isolation equipment. Further, this Specification addresses supplier/manufacturer requirements that set the minimum requirements with which suppliers/manufacturers shall comply to claim conformity with this Specification.

This Specification has been structured to allow for grades of increased requirements both in quality control and design validation. These variations allow the user/purchaser to select the grade required for a specific application for openhole isolation equipment.

The quality grades provide the user/purchaser the choice of requirements to meet a specific preference or application. Additional quality requirements may be specified by the user/purchaser as supplemental requirements.

Standard design validation grades provide the user/purchaser the choice of requirements to meet a specific preference or application. Design validation grade V3 OH is the minimum grade and represents equipment where the validation method has been defined by the supplier/manufacturer. The complexity and severity of the validation testing typically increases as the grade number decreases.

Users of this Specification should be aware that requirements above those outlined in this Specification 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 may be particularly applicable where there is innovative or developing technology. Where an alternative is offered, the supplier/ manufacturer should identify any variations from this Specification.

This document was produced under API standardization procedures that ensure appropriate notification and participation in the developmental process. This Specification was initiated utilizing information provided by the Advanced Well Equipment Standards Group RP 3362.

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Openhole Isolation Equipment

1. Scope

   This Specification covers requirements and guidelines for openhole isolation equipment and bridge plugs as defined herein. Openhole isolation equipment includes swellable packers, inflatable packers, expandable packers, and openhole packers that are designed for use in the petroleum and natural gas industries. This Specification provides requirements for design verification, design validation, manufacturing, quality, shipping, handling and storage, and related supporting topics.

   
   

   Included within this Specification are four Annexes, of them, B and C are normative, and A and D are informative.

   
   

   Requirements for the end connections to the well conduit are not included in this Specification. Also not covered are downhole anchoring devices (see API 11D1); cup style packers; and requirements for the application, installation, and use of openhole isolation equipment. Equipment and technology that are covered by other API specifications and standards are exempted from this specification, such as:

   
   

   • production packers,

     
     

   • liner hanger systems,

     
     

   • service tools,

     
     

   • test tool packers.

   
   

   Repairs, remanufacturing, and redress are excluded from this Specification.

   
   

2. Normative References

The following documents, in whole or in part, are normatively referenced in this document and are indispensable for its application. For dated references, only the edition cited applies. For undated references, the latest edition of the referenced document (including any amendments) applies.

API Spec 5CRA, Specification for Corrosion Resistant Alloy Seamless Tubes for Use as Casing, Tubing and Coupling Stock

API Specification 5CT, Specification for Casing and Tubing

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

ASNT RP SNT-TC-1A 1, Non-Destructive Testing

ASTM D412 2, Standard Test Methods for Vulcanized and Thermoplastic Elastomers—Tension ASTM D429, Standard Test Methods for Rubber Property—Adhesion to Rigid Substrates ASTM D638, Standard Test Method of Tensile Properties of Plastics

ASTM D1414, Standard Test Methods for Rubber O-Rings

1. American National Standards Institute, 25 West 43rd Street, 4th Floor, New York, New York, 10036.

2. American Society for Testing and Materials, 100 Barr Harbor Drive, West Conshohoken, PA 19427-2959.

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2 API SPECIFICATION 19OH

ASTM D1415, Tentative Method of Testing for International Hardness of Vulcanized Natural and Synthetic Rubbers

ASTM D1708, Standard Test Method for Tensile Properties of Plastics by Use of Microtensile Specimens

ASTM D2140, Standard Practice for Calculating Carbon-Type Composition of Insulating Oils of Petroleum Origin

ASTM D2240, Standard Test Method for Rubber Property—Durometer Hardness

ISO 37 3, Rubber, vulcanized or thermoplastic—Determination of tensile stress–strain properties

ISO 2859-1, Sampling procedures for inspection by attributes—Part 1: Sampling schemes indexed by acceptance quality limit (AQL) for lot-by-lot inspection

ISO 3601-1, Fluid power systems—O-rings—Part 1: Inside diameters, cross-sections, tolerances and designation codes

ISO 3601-3, Fluid power systems—O-rings—Part 3: Quality acceptance criteria

ISO 9712, Non-destructive testing—Qualification and certification of NDT personnel

3 Terms and Definitions

For the purposes of this document, the terms and definitions given in API Q1 and the following apply.

3.1

assembly

Product comprised of more than one component.

3.2

base elastomer

An elastomer family of materials with common property limits such as HNBR, FKM, EPDM.

3.3

base elastomer formulation

A base elastomer mixed with additives to achieve physical properties that enhance performance.

3.4

bridge plug

Mechanical device used for blocking fluid (liquid or gas) communication within a conduit when installed (not installed in a design receptacle or conduit).

3.5

component

An individual part of an assembly.

3.6

conduit

Casing, tubing or liner, metallic, or nonmetallic.

3.7

design margin

Ratio of the material yield stress divided by the actual design stress in a given component.

NOTE Design margins account for a level of reduced performance capability to compensate for uncertainties in the loading (applied stress) and intrinsic variation in the mechanical properties such as yield strength, ultimate strength, endurance strength, modulus of elasticity that have distribution about their mean value.

3 International Organization for Standardization, 1, ch. de la Voie-Creuse, Case postale 56, CH-1211 Genevea 20, Switzerland.