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API TR 17TR9

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API TR 17TR9 Umbilical Termination Assembly (UTA) Selection and Sizing Recommendations, First Edition

standard by American Petroleum Institute, 08/01/2017

Full Description

This technical report identifies and describes:

technical, commercial, and installation risks associated with high-functionality umbilicals and umbilical terminations [resulting in large and heavy umbilical termination assemblies (UTAs)], especially with respect to installation;
implications of decisions made early in the umbilical and subsea umbilical termination (SUT) planning, selection, and design phases, to ease the manufacturing, handling, and final umbilical/UTA installation;
guidance on specification and sizing of umbilical terminations, including overall size, weight, and handling requirements.

This document acts as a reference guide during the early field development planning stage to ensure that due consideration is given to the implications of the size of UTAs and possible consequences during installation.

It is intended to be used as a reference guide by end users and operators, UTA and umbilical manufacturers, installers, and front-end engineering design (FEED) companies. The intention is that the document will enable the currently inherent installation difficulties to be addressed up front by the UTA designers, prior to commencing SUT design and functionality definition. It is also intended to be used as a reference document to enable reviews to be undertaken to ensure that installation risk has been properly considered as part of SUT design and operations reviews on a case-by-case basis.

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Umbilical Termination Assembly (UTA) Selection and Sizing Recommendations


API TECHNICAL REPORT 17TR9 FIRST EDITION, AUGUST 2017




Special Notes


API publications necessarily address problems of a general nature. With respect to particular circumstances, local, state, and federal laws and regulations should be reviewed.


Neither API nor any of API's employees, subcontractors, consultants, committees, or other assignees make any warranty or representation, either express or implied, with respect to the accuracy, completeness, or usefulness of the information contained herein, or assume any liability or responsibility for any use, or the results of such use, of any information or process disclosed in this publication. Neither API nor any of API’s employees, subcontractors, consultants, or other assignees represent that use of this publication would not infringe upon privately owned rights.


API publications may be used by anyone desiring to do so. Every effort has been made by the Institute to assure the accuracy and reliability of the data contained in them; however, the Institute makes no representation, warranty, or guarantee in connection with this publication and hereby expressly disclaims any liability or responsibility for loss or damage resulting from its use or for the violation of any authorities having jurisdiction with which this publication may conflict.


API publications are published to facilitate the broad availability of proven, sound engineering and operating practices. These publications are not intended to obviate the need for applying sound engineering judgment regarding when and where these publications should be utilized. The formulation and publication of API publications is not intended in any way to inhibit anyone from using any other practices.


Any manufacturer marking equipment or materials in conformance with the marking requirements of an API standard is solely responsible for complying with all the applicable requirements of that standard. API does not represent, warrant, or guarantee that such products do in fact conform to the applicable API standard.


All rights reserved. No part of this work may be reproduced, translated, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise, without prior written permission from the publisher. Contact the Publisher, API Publishing Services, 1220 L Street, NW, Washington, DC 20005.


Copyright © 2017 American Petroleum Institute


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.


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.


Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at least every five years. A one-time extension of up to two 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, 1220 L Street, NW, Washington, DC 20005.


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


iii


Contents


Page

  1. Scope 1

  2. Normative References 1

  3. Terms, Definitions, Acronyms, Abbreviations, and Symbols 1

    1. Terms and Definitions 1

    2. Acronyms, Abbreviations, and Symbols 3

  4. Functionality and Distribution of Umbilicals 4

    1. Umbilical Functionality 4

    2. Subsea Distribution Unit (SDU) 4

  5. Drivers for UTA Size 4

    1. General 4

    2. Pros and Cons of a Greater Functionality Umbilical/UTA 5

    3. Consequences 6

    4. Forward Planning 8

  6. Installation Systems 8

    1. Installation Methods 8

    2. Vessel Implications and Consequences 9

  7. Guidance for UTA Optimization 17

    1. General 17

    2. Optimization Process 17

    3. Key Optimization Aspects 18

    4. Optimization Matrix 19

  8. Workflow for Selection and Sizing of the UTA 20

    1. General 20

    2. Category Functionalities 20

    3. UTA Categorization Method 21

    4. Selection of Packing Reel or Carousel 23

    5. SUT Rigid Length 26

    6. Optimization Assessment 32

Annex A (Informative) Packing of a UTA with the Confines of an Installation Reel or Carousel 33

Annex B (Informative) STI and SUT Length Calculations 36

Annex C (Informative) False Barrel Diameter Calculations 39

Annex D (Informative) Responsibility Matrix 40

Bibliography 42

Figures

  1. Project Stage Chart 5

  2. Consequence of Increasing Size of UTAs 6

  3. Vertical Lay Installation, First End 10

  4. Vertical Lay Installation, Second End 10

  5. Rigid Length with a Bend Stiffener 14

  6. Rigid Length with a Bend Restrictor 15

  7. Rigid Length Without a Bend Restrictor or Stiffener 15

    v

    Contents

    Page

  8. Illustration of Impact of MBR/ABR During Various Stages of Installation 16

  9. UTA Optimization Process 18

  10. Workflow of the Selection and Sizing of the UTA 20

  11. Closed Tensioner Opening 22

  12. UTA Dimensions X, Y, and Z (as per Table 5) 23

  13. Steel Tube Umbilical or Thermoplastic Umbilical Without Spool 24

  14. Thermoplastic Umbilical 24

  15. Flow Chart for Selection of Packing Reel/Carousel 25

  16. Typical Installation Reels Setup 26

  17. Typical Carousel Setup During Installation 26

  18. Rigid Length 27

  19. UTA Packed Within Reel Flanges (to Allow Second End Lay) 28

  20. Illustration to Show Increased Barrel Radius by Using Packing Structure (Side View) 29

  21. Illustration to Show Increased Barrel Radius by Using Packing Structure (Front View) 30

B.1 Storage of Umbilical or Cable Placed in a Bay 38


Tables

  1. SUT Design Factors 11

  2. Installation-related Consequences 13

  3. Suggested Optimization Matrix (for High-level Assessment During Planning Phases) 19

  4. Functionalities of UTA Categories A, B, C, and D 21

  5. Typical STI Dimensions and Recommendations for a Standard Flange Interface

    Between UTA and Umbilical 23

  6. Estimated Variation of Rigid Length with Varying Reel Diameter and

    UTA Size Category (Dimensions in Meters) 31

  7. Optimization Assessment 32

D.1 Responsibility Matrix 40


vi


Introduction


General


This document was compiled by the UMSIRE Joint Industry Project (JIP) group with the aim of addressing the increasing difficulties in installation of high-functionality subsea umbilical terminations (SUTs). The document focuses on highlighting the implications of increasing size and weight on installation. The JIP committee was composed of a representative cross section of experienced industry personnel from umbilical and umbilical termination assembly (UTA) manufacturers, installation contractors, and operators. UTA is a subassembly of SUT.


While there are widely accepted codes and standards for the design of UTA and its subsystems, such as materials, core connector type, tubing specification, corrosion protection, and lifting arrangements, none of these standards specifically address the substantially increased risks incurred during packing, handling, and installing umbilicals with large UTAs.


The JIP deliverables are two API documents, API Technical Report 17TR9, Umbilical Termination Assembly (UTA) Selection and Sizing Recommendations, and API Technical Report 17TR10, Subsea Umbilical Termination (SUT) Design Recommendations.


NOTE API 17TR10 deals in more depth with umbilical and UTA installation and the differing style and restrictions of installation lay spread types.


Use of the Document


This document is intended to be used as a reference guide by end users and operators, UTA and umbilical manufacturers, installers, and front-end engineering design (FEED) companies. The intention is that the document will enable the currently inherent installation difficulties to be addressed up front by the UTA designers, prior to commencing SUT design and functionality definition. It is also intended to be used as a reference document to enable reviews to be undertaken to ensure that installation risk has been properly considered as part of SUT design and operations reviews on a case-by-case basis.


This document assumes that the reader has a good level of understanding of the design, engineering, and installation of UTAs and other related components. API 17TR10 may be referred to for educational purposes and for additional technical information on UTAs. API 17TR10 can also be referred to for understanding and highlighting installation vessel and lay-spread restrictions that are compounded if unnecessary dimension and weight increases are made without a full awareness of these areas.


Applicability


In recent years, the size and complexity of umbilical terminations have grown considerably, driven by increasing umbilical functionality and additional flexibility and redundancy capability, as well as the need to integrate with functions found on subsea SUTs, manifolds, wellheads, subsea trees, booster pumps, etc. Due to some of the existing lay spreads and their long service life, the equipment has been unable to keep pace with these UTA changes. It also appears that the difficulties and increased risk implications incurred during installation of excessively large UTAs are not given due consideration during early planning stages. Historically, in some cases, the design has been such that the UTA cannot be easily deployed when connected to the umbilical by conventional installation methods.


This emerging trend poses severe challenges to installers and appears to be compounded by the increased functionality and higher expectations of parties in the supply chain (FEED contractors, termination designers, operators, and manufacturers). This trend has led to occurrences where the SUT cannot be installed through conventional lay equipment, which results in the necessity for higher specification lay spreads and vessels and proportionately increased risk to personnel, equipment, schedule, and overall impact on the project cost.


vii


Without full consideration of these collective impacts, this trend of higher functionality and proportionately larger UTAs is expected to continue.


It is acknowledged that having a separate subsea distribution unit (SDU) may have an impact on the overall cost. However, the costs of the UTA/SDU alone is not the deciding factor in increasing the UTA proportions and weight to achieve an all-encompassing single UTA. Further analysis is undertaken for the whole life cycle of the UTA, which may include the following:


  • packing, transporting, and increased installation costs of the larger unit in conjunction with a risk analysis;


  • assessment of the aforementioned factors with detailed examination of the increased risks in offshore handling, deployment, and lay-down on the seabed.


This final UTA design approval may be made following close scrutiny of these analyses and assessments. API 17TR9 applies during all stages of UTA concept selection, design, and installation.

Be aware that integration of distribution leads typically leads to increase in size of the UTA; however, it is required in some cases (e.g. integrated umbilical termination and distribution units) and can be a valid technical solution for smaller developments. Wherever it is required, the size of the UTA should the kept within the category sizes detailed within this document. For the purpose of this document, it is assumed that the termination does not provide distribution.


viii

Umbilical Termination Assembly (UTA) Selection and Sizing Recommendations


  1. Scope


    This technical report identifies and describes:


    • technical, commercial, and installation risks associated with high-functionality umbilicals and umbilical terminations [resulting in large and heavy umbilical termination assemblies (UTAs)], especially with respect to installation;


    • implications of decisions made early in the umbilical and subsea umbilical termination (SUT) planning, selection, and design phases, to ease the manufacturing, handling, and final umbilical/UTA installation;


    • guidance on specification and sizing of umbilical terminations, including overall size, weight, and handling requirements.


    This document is intended to aid with informed decision making and selection of optimal choices during the early design phase of field development.


    The primary purpose of this document is to be a reference guide during the early field development planning stage to ensure that due consideration is given to the implications of the size of UTAs and possible consequences during installation.


    Guidelines for the design of UTAs are included in API 17TR10.


  2. Normative References


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


    API Specification 17E, Specification for Subsea Umbilicals, Fourth Edition, October 2010


    API Technical Report 17TR10, Subsea Umbilical Termination (SUT) Design Recommendations


    ASME/ANSI B16.5, Pipe Flanges and Flanged Fittings: NPS ½ through NPS 24 Metric/Inch Standard


  3. Terms, Definitions, Acronyms, Abbreviations, and Symbols


    1. Terms and Definitions


      For the purposes of this document, the following definitions apply.


      3.1.1

      bend restrictor

      (Definition as per API 17E.)


      Device for limiting the bend radius of the umbilical by mechanical means (from API 17E).


      NOTE 1 The definition of bend restrictor and bend stiffener are very similar; the two terms are commonly used in the industry and hence have been defined separately.


      NOTE 2 A bend restrictor is typically composed of a series of interlocking metallic or molded rings, applied over the umbilical. It is sometimes referred to as a bend strain reliever (BSR) or bend limiter.


      1

      2 API TECHNICAL REPORT 17TR9


      3.1.2

      bend stiffener bend strain reliever

      Device for controlling bending strain in the umbilical by providing a localized increase in stiffness; usually a molded device, sometimes reinforced depending on the required duty, applied over the umbilical.


      NOTE 1 The stiffener is usually a molded device, sometimes reinforced, depending on the required duty, applied over the umbilical.


      NOTE 2 This is sometimes referred to as a “bend strain reliever.”


      3.1.3

      rigid length

      Sum of the combined lengths of the UTA and subsea termination interface (STI) and any other component that increases the axial rigid length and cannot easily be removed or reinstalled offshore.


      NOTE Further details are provided in 6.2.6 and Figure 5, Figure 6, and Figure 7.


      3.1.4

      subsea distribution unit SDU

      Separately installed structure that receives hydraulic and/or electric and/or optical functions from the UTA and distributes those functions to multiple locations such as manifolds or trees.


      3.1.5

      subsea termination interface STI

      Mechanism that forms the transition between the umbilical and the subsea termination (from API 17E).


      NOTE The interface is composed typically of an umbilical armor termination and/or a mechanical anchoring device for the tubes, bend stiffener/limiter, and tube or hose-end fittings. If the umbilical contains electric cables/fiber optics, then penetrator(s) and/or connectors may also be incorporated.


      3.1.6

      subsea umbilical termination SUT

      Mechanism for mechanically, electrically, optically and/or hydraulically connecting an umbilical or jumper bundle to a subsea system (from API 17E).


      NOTE Functional components within the umbilical may include hoses, tubes, and electrical or fiber-optic cables, as stated in API 17E.


      3.1.7

      umbilical

      Group of functional components, such as electric cables, optical fiber cables, hoses, and tubes, laid up or bundled together or in combination with each other, that generally provides hydraulics, fluid injection, power, and/or communication services (from API 17E).


      NOTE Other elements or armoring may be included for strength, protection, or weight considerations.


      3.1.8

      umbilical termination assembly UTA

      Mechanism for connecting an umbilical or jumper bundle to a subsea system, mechanically, electrically, optically, and hydraulically, as required.

      UMBILICAL TERMINATION ASSEMBLY (UTA) SELECTION AND SIZING RECOMMENDATIONS 3


      3.1.9

      UTA yoke

      A frame attached to a UTA, typically at its sides, by hinged or swiveling joints and provided with a central attachment point for lifting rigging.


    2. Acronyms, Abbreviations, and Symbols


ABR allowable bend radius


BSR bend strain reliever (bend stiffener)


CoG center of gravity


FAT factory acceptance test


FBC free board clearance


FEED front-end engineering design


FMEA failure mode effects analysis


FTA fault tree analysis


Hs higher limiting sea state


HSE health, safety, and environment


ID inner diameter


JIP Joint Industry Project


MBR minimum bend radius


MQC multiple quick connects


OD outer diameter


NPS nominal pipe size


RHD reel hub drive


ROV remotely operated vehicle


SDU subsea distribution unit


SIT systems integration test


STI subsea termination interface


SUT subsea umbilical termination


UMSIRE umbilical termination size reduction


UTA umbilical termination assembly


VLS vertical lay system

4 API TECHNICAL REPORT 17TR9


  1. Functionality and Distribution of Umbilicals


    1. Umbilical Functionality


      Functionality is generally limited by the actual umbilical specification rather than the UTA size.


      The functionality versus umbilical limitations is evident very early in the umbilical design process. Once the final umbilical design specification is reached, then the design of the UTA must be fully optimized to minimize external dimensions and the overall weight of the UTA (including the STI and BSR/bend restrictor weights).


      An important consideration to fulfill the requirements of this document (also see API 17TR10) is enabling precise routing of functions within the UTA by having well-designed cable and fluid core distribution routes.


    2. Subsea Distribution Unit (SDU)


      SDUs can substantially reduce the overall UTA dimensions by encompassing the distribution paths and outlet ports. It is acknowledged a separate SDU may have an impact on the overall manufacturing cost in order to connect the units together, but the additional design and manufacture costs of separate UTA and SDU arrangements should not be the sole reason for opting for an all-encompassing UTA. Factors such as complicated handling, packing, transporting, increased installation costs, elevated risk of installation damage, and possible replacement of an umbilical with subsequent schedule impact must be thoroughly analyzed and assessed to make an informed decision about the split or combined arrangement of UTA and SDU. These risks should be evaluated against the consequences associated with using a separate SDU arrangement, such as additional equipment lead time, additional installation time, and the risk of additional subsea leak paths.


      The application of this document should be from the inception of the umbilical manufacturer’s initial design. Subsequently, the UTA designers should interface closely with highly experienced installation engineers who know installation possibilities, lay spread, and vessel specifications. Figure 1 shows the optimum interfacing of relevant parties who will play a part in achieving a successful umbilical/UTA installation project.


      The intent with describing these project stages is to clarify when within the umbilical project timeline each umbilical termination size reduction (UMSIRE) document should be referenced and the interested parties that should be involved in discussions during each stage.


  2. Drivers for UTA Size


    1. General


The trend of increasing functionality of topside, subsea, and downhole equipment over the past decade has created increasing requirements for additional fluid, electrical, and optical lines to be routed from the platform to the subsea equipment. This has resulted in a greater number of functionalities required through control umbilicals and consequently the UTAs.


There is competition for space between umbilicals and production risers. If it is assumed that one large umbilical is more space efficient than multiple smaller umbilicals, then larger umbilicals are generally the best option.