API SPEC 19OH-2018 Openhole Isolation Equipment (First Edition).pdf

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1、Openhole Isolation EquipmentAPI SPECIFICATION 19OHFIRST EDITION, JANUARY 2018Special NotesAPI 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 APIs employee

2、s, subcontractors, consultants, committees, or other assignees make anywarranty or representation, either express or implied, with respect to the accuracy, completeness, or usefulness of theinformation contained herein, or assume any liability or responsibility for any use, or the results of such us

3、e, of anyinformation or process disclosed in this publication. Neither API nor any of APIs 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 e

4、ffort has been made by the Institute to ensure theaccuracy and reliability of the data contained in them; however, the Institute makes no representation, warranty, orguarantee in connection with this publication and hereby expressly disclaims any liability or responsibility for loss ordamage resulti

5、ng from its use or for the violation of any authorities having jurisdiction with which this publication mayconflict.API publications are published to facilitate the broad availability of proven, sound engineering and operatingpractices. These publications are not intended to obviate the need for app

6、lying sound engineering judgmentregarding when and where these publications should be utilized. The formulation and publication of API publicationsis not intended in any way to inhibit anyone from using any other practices.Any manufacturer marking equipment or materials in conformance with the marki

7、ng requirements of an API standardis 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,

8、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 2018 American P

9、etroleum InstituteForewordNothing contained in any API publication is to be construed as granting any right, by implication or otherwise, for themanufacture, sale, or use of any method, apparatus, or product covered by letters patent. Neither should anythingcontained in the publication be construed

10、as insuring anyone against liability for infringement of letters patent.The verbal forms used to express the provisions in this document are as follows.Shall: As used in a standard, “shall” denotes a minimum requirement in order to conform to the standard.Should: As used in a standard, “should” deno

11、tes a recommendation or that which is advised but not required in orderto conform to the standard.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

12、was produced under API standardization procedures that ensure appropriate notification andparticipation in the developmental process and is designated as an API standard. Questions concerning theinterpretation of the content of this publication or comments and questions concerning the procedures und

13、er whichthis publication was developed should be directed in writing to the Director of Standards, American PetroleumInstitute, 1220 L Street, NW, Washington, DC 20005. Requests for permission to reproduce or translate all or any partof the material published herein should also be addressed to the d

14、irector.Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at least every five years. A one-timeextension of up to two years may be added to this review cycle. Status of the publication can be ascertained from theAPI Standards Department, telephone (202) 682-8000. A catalog

15、of API publications and materials is publishedannually 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, standardsapi.org.iiiContentsPage1 Scope . . . . . . . . . . . . . .

16、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Normative References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

17、Terms and Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Abbreviations and Symbols. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

18、 . . . . . . . 55 Functional Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

19、 . . . . . . . . . . . . . . . . . . . . . . . . 65.2 Type Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.3 Well Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

20、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.4 Operational Parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75.5 Environmental Compatibility . . . . . . . . . .

21、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75.6 Design Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85.7 Quality Control. . .

22、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85.8 Optional Testing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

23、 . . . . . . 86 Technical Specification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

24、. . . . . . . . . . . . . . . . . . . . . . . . . 86.2 Technical Characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86.3 Design Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

25、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86.4 Materials . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96.5 Design Ratings. . . . . . . . . . . . . . .

26、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116.6 Design Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116.7 Design Val

27、idation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116.8 Design Changes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

28、 . . 126.9 Design Scaling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136.10 Design Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

29、 . . . . . . . . . . . . . . . . . . . . 137 Supplier/Manufacturer Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

30、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.2 Documentation and Data Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137.3 Material Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . .

31、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 157.4 Heat Treating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177.5 Quality Requirements . . . . . . . . . . . . .

32、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187.6 Traceability . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187.7 Component

33、Dimensional Inspection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187.8 Welds. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

34、 . . . . 207.9 Hardness Inspection of Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207.10 NDE of Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

35、. . . . . . . . . . 207.11 Shear Device Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227.12 Functional Testing (Factory Acceptance Testing) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

36、. . . . . . . . . . . . 227.13 Calibration Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227.14 Visual Inspections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

37、 . . . . . . . . . . . . . . . . . . . . . . . . . . 237.15 Coatings and Overlays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237.16 Bonding Evaluations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

38、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238 Repair/Redress/Remanufacture Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239 Shipping, Handling, and Storage. . . . . . . . . . . . . . . . . . . . . . . . .

39、 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23vContentsPageAnnex A (informative) API Monogram ProgramUse of the API Monogram by Licensees. . . . . . . . . . . . . . . 24Annex B (normative) Validation Requirements for Inflatable, Expandable, Openhole Mechanical Packers, and B

40、ridge Plugs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Annex C (normative) Validation Test Requirements for Swellable Packers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Annex D (informative) Additional Validation Test Requirements for Swe

41、llable Packers . . . . . . . . . . . . . . . . . 36Bibliography . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37FiguresC.1 Pressure Rating Vs Hole Size . . . . . . . . . . . . . . . . .

42、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34C.2 Pressure Rating vs Length. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34C.3 Combined Performance Interpolation of Swell Per

43、centage and Length . . . . . . . . . . . . . . . . . . . . . . . . . . 35Tables1 Design Validation Grade Hierarchy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122 Quality Grade Requirements Summary . . . . . . . . . . . . . . . .

44、. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Sampling Plan Unit Counts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21IntroductionThis Specification has been developed by users/purchaser

45、s and suppliers/manufacturers of openhole isolationequipment intended for use in the petroleum and natural gas industry worldwide. This Specification is intended to giverequirements and information to both parties in the selection, manufacture, testing, and use of openhole isolationequipment. Furthe

46、r, this Specification addresses supplier/manufacturer requirements that set the minimumrequirements 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

47、 and designvalidation. These variations allow the user/purchaser to select the grade required for a specific application foropenhole isolation equipment.The quality grades provide the user/purchaser the choice of requirements to meet a specific preference orapplication. Additional quality requiremen

48、ts 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 specificpreference or application. Design validation grade V3 OH is the minimum grade and represents equipment where thevalidation

49、method has been defined by the supplier/manufacturer. The complexity and severity of the validationtesting typically increases as the grade number decreases.Users of this Specification should be aware that requirements above those outlined in this Specification may beneeded for individual applications. This Specification is not intended to inhibit a supplier/manufacturer from offering, orthe user/purchaser from accepting, alternative equipment or engineering solutions. This may be particularlyapplicable where there is innovative or developing technology. Where an alternative is offered,

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