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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 ensure 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.

Users of this Specification should not rely exclusively on the information contained in this document. Sound business, scientific, engineering, and safety judgment should be used in employing the information contained herein.

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 © 2016 American Petroleum Institute

API 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.

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

specification.

Should: As used in a standard, “should” denotes a recommendation or that which is advised but not

required in order to conform to the specification.

May: As used in a standard, “may” denotes a course of action permissible within the limits of a standard. Can: As used in a standard, “can” denotes a statement of possibility or capability.

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.

1. Scope 1

2. Normative References 1

3. Terms and Definitions 2

4. Acronyms and Abbreviations 9

5. Functional Specification 9

   1. General 9

   2. Functional Type Description 9

   3. Well Parameters 10

   4. Operational Parameters 11

   5. Environmental Compatibility 11

   6. Compatibility with Related Well Equipment 12

   7. Design Validation 12

   8. Quality Control 12

6. Technical Specification 12

   1. General 12

   2. Technical Characteristics 12

   3. Design Requirements 12

   4. Design Verification 15

   5. Design Validation 18

   6. Design Changes 21

   7. Design Validation Scaling 22

7. Supplier/Manufacturer Requirements 22

   1. General 22

   2. Documentation and Data Control 22

   3. Product Identification 25

   4. Quality Requirements 25

8. Redress and Repair 32

9. Shipment and Storage 33

Annex A (normative) Validation Test Requirements for All Products 34

Annex B (normative) Validation Test Requirements for Disconnect/(Re)Connect Functionality 39

Annex C (normative) Validation Test Requirements for Tubing-movement Functionality 43

Annex D (normative) Validation Test Requirements for Opening/Closing a Port Functionality 46

Annex E (normative) Identification and Explanation of Deviations 50

Annex F (informative) API Monogram Program: Use of the API Monogram by Licensees 59

Bibliography 63

Figures

1. Example of a Rated Performance Envelope 15

2. Example of Shear Device Options 16

3. Example of an Elliptical Envelope 17

Tables

1. Summary of Design Validation Grades 19

2. Design Validation Grade Hierarchy 19

3. Required Test Annex(Hs) 20

4. Summary of Quality Requirements 26

5. Summary of Assembly Verification Requirements 31

B.1 Minimum (Re)connected Requirements Based on Completion Accessory 39

C.1 Minimum Stroke Distance Requirements Based on Completion Accessory 43

D.1 Minimum Cycle and Unloading Pressure Requirements Based on Completion Accessory 46

ISO 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.

The procedures used to develop this document and those intended for its further maintenance are described in the ISO/IEC Directives, Part 1. In particular the different approval criteria needed for the different types of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the ISO/IEC Directives, Part 2. www.iso.org/directives.

Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights. Details of any patent rights identified during the development of the document will be in the Introduction and/or on the ISO list of patent declarations received. www.iso.org/patents.

Any trade name used in this document is information given for the convenience of users and does not constitute an endorsement.

The committee responsible for this document is ISO/TC 67, Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries, Subcommittee SC 4, Drilling and production equipment.

Introduction

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

This International Standard 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 a chosen accessory.

The three quality grades provide the user/purchaser the choice of requirements to meet a specific preference or application. Quality grade Q3 is the minimum grade of quality offered by this product standard. Quality grade Q2 provides additional inspection and verification steps, and quality grade Q1 is the highest grade provided. Additional quality requirements may be specified by the user/purchaser as supplemental requirements.

Seven standard design validation grades (V0 to V6) provide the user/purchaser the choice of requirements to meet a specific preference or application. Design validation grade V6 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 increases as the grade number decreases.

Users of this International Standard should be aware that requirements above those outlined in this International Standard may be needed for individual applications. This International Standard 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 International Standard.

Specification for Completion Accessories

1. Scope

   
   

   This International Standard provides requirements and guidelines for completion accessories, as defined herein, for use in the petroleum and natural gas industry. This International Standard provides requirements for the functional specification and technical specifications, including design, design verification and validation, materials, documentation and data control, quality requirements, redress, repair, shipment, and storage. This International Standard covers the pressure-containing, nonpressure-containing, load-bearing, disconnect/reconnect, tubing-movement, and opening-a-port functionalities of completion accessories.

   
   

   Products covered under another API or international specification are not included. Also not included are other products such as liner/tubing hangers, downhole well test tools, inflow control devices, surface-controlled downhole chokes, downhole artificial lift equipment, control lines and fittings, and all functionalities relating to electronics or fiber optics. This International Standard does not cover the connections to the well conduit. Installation, application, and operation of these products are outside the scope of this International Standard.

   
   

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 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 Technical Report 5C3, Technical Report on Equations and Calculations for Casing, Tubing, and Line Pipe Used as Casing or Tubing; and Performance Properties Tables for Casing and Tubing

API Specification 20A, Carbon Steel, Alloy Steel, Stainless Steel, and Nickel Base Alloy Castings for Use in the Petroleum and Natural Gas Industry

ANSI 1/NACE MR0175 2/ISO 15156 3 (all parts), Petroleum and natural gas industries—Materials for use in H2S-containing environments in oil and gas production

ASME Boiler and Pressure Vessel Code (BPVC) 4, Section IX: Welding and Brazing Qualification

ASNT SNT-TC-1A 5, Personnel Qualification and Certification in Nondestructive Testing

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

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

2 NACE International (formerly the National Association of Corrosion Engineers), 1440 South Creek Drive, Houston, Texas 77084-4906, www.nace.org.

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

4 ASME International, 2 Park Avenue, New York, New York 10016-5990, www.asme.org.

5 American Society for Nondestructive Testing, 1711 Arlingate Lane, P.O. Box 28518, Columbus, Ohio 43228, www.asnt.org.

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