AWES Recommended Practice
For the Selection, Manufacture,
Testing and Use of Openhole
Zonal Isolation Devices
Issue date: October 2014
Document number: AWESOHZI_01
AWES is a JIP managed by OTM Consulting Ltd
Foreword
AWES (Advanced Well Equipment Standards) is a global industry workgroup formed under the
guidance of OTM, a consulting firm based in Guildford, England. Invitation to this group has been
extended to members of various branches of the oil and gas industry including; oil and gas
exploration and production companies, service companies and equipment vendors.
The main task of this technical committee is to prepare an international standard based on the
statement of requirements of the end users of said downhole equipment. This committee and the
resultant standards will not be designed to hamper innovation of equipment developed by suppliers
and vendors. Instead the focus has been dedicated to standardizing the qualification testing criteria of
said equipment as per mutually agreeable conditions.
This document is only valid if it has been verified to be the latest revision.
Acknowledgements
Thanks to the following companies for their contribution to this document:
Baker Hughes
Halliburton
Eni
Maersk Oil
Ruma Products
RWE DEA AG
Saltel industries
Statoil ASA
Superior Completion Services
TAM International
Weatherford
Welltec
With particular thanks to the following individuals:
Matthew Crump
Tim Davis
Wolfgang Faist
Robert Gabert
Iain Greenan
Herman Harms
Roger Hibberd
Ron Hinkie
Odd Geir Svela
Hans Plessing
Sean Yakeley
Introduction
This standard has been developed by users/purchasers and suppliers/manufacturers of open hole
zonal isolation devices intended for use in the petroleum and natural gas industry worldwide. This
standard is intended to give requirements and information to both parties in the selection,
manufacture, testing and use of open hole zonal isolation devices. Further, this standard addresses
supplier/manufacturer requirements which set the minimum requirements with which
suppliers/manufacturers shall comply to claim conformity with this standard.
This 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.
Four standard design validation grades (V3 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 standard should be aware that requirements above those outlined in this standard may
be needed for individual applications. This 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 standard.
Scope
This Recommended Practice provides requirements and guidelines for openhole zonal isolation
devices, as defined herein for use in the petroleum and natural gas industry. This International
Standard provides requirements for the functional specification, technical specification and supplier/
manufacturer requirements. This standard covers the qualification testing parameters as it pertains to
various downhole environmental conditions.
Not included are other products such as: liner/tubing hangers, down-hole well test tools, sand control
screens, inflow control devices, surface controlled sliding sleeves and chokes, down-hole artificial lift
equipment, and all functionalities relating to electronics. This standard does not cover the connections
to the well conduit. Installation of these products is outside the scope of this Recommended Practice.
If products covered in this standard are intended to be used as a barrier in cased hole, ISO 14310 or
API11D-1 shall be used for qualification.
Table of Content
1.
Scope ............................................................................................................................................... 9
2.
Normative references....................................................................................................................... 9
3.
Terms and definitions..................................................................................................................... 10
3.1
Openhole Anchor (Annex C) ................................................................................................. 10
3.2
Assembly ............................................................................................................................... 10
3.3
Casing ................................................................................................................................... 10
3.4
Component ............................................................................................................................ 10
3.5
Conduit .................................................................................................................................. 10
3.6
Cross-over (see tubing adapter) ........................................................................................... 10
3.7
Design validation ................................................................................................................... 10
3.8
Design verification ................................................................................................................. 10
3.9
Disconnect load ..................................................................................................................... 10
3.10
Drift diameter ......................................................................................................................... 10
3.11
Down-hole well test tools ...................................................................................................... 11
3.12
End connection ..................................................................................................................... 11
3.13
Expandable tubing/casing ..................................................................................................... 11
3.14
Expandable packer ............................................................................................................... 11
3.15
Exposed component ............................................................................................................. 11
3.16
Flow-wetted component ........................................................................................................ 11
3.17
Gauge OD ............................................................................................................................. 11
3.18
Grade .................................................................................................................................... 11
3.19
Heat traceable ....................................................................................................................... 11
3.20
Inflatable packer .................................................................................................................... 11
3.21
Internally wetted component ................................................................................................. 11
3.22
Job lot .................................................................................................................................... 12
3.23
Job lot traceable .................................................................................................................... 12
3.24
Liner ...................................................................................................................................... 12
3.25
Liner [tubing] hanger ............................................................................................................. 12
3.26
Mandrel ................................................................................................................................. 12
3.27
Manufacturing........................................................................................................................ 12
3.28
Material .................................................................................................................................. 12
3.29
Non-conformance .................................................................................................................. 12
3.30
Open/close cycle ................................................................................................................... 12
3.31
Openhole Packer .................................................................................................................. 12
3.32
Performance envelope .......................................................................................................... 13
3.33
Port flow area ........................................................................................................................ 13
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3.34
Pressure reversal .................................................................................................................. 13
3.35
Qualified person .................................................................................................................... 13
3.36
Sealing device ....................................................................................................................... 13
3.37
Shear device ......................................................................................................................... 13
3.38
Sliding sleeve ........................................................................................................................ 13
3.39
Sour service .......................................................................................................................... 13
3.40
Standard service ................................................................................................................... 13
3.41
Stroke .................................................................................................................................... 13
3.42
Stroke distance...................................................................................................................... 13
3.43
Stroke length ......................................................................................................................... 14
3.44
Substantive design change ................................................................................................... 14
3.45
Swell fluid .............................................................................................................................. 14
3.46
Swellable packer ................................................................................................................... 14
3.47
Temperature cycle range ...................................................................................................... 14
3.48
Temperature range ............................................................................................................... 14
3.49
Tubing ................................................................................................................................... 14
3.50
Tubing adapter ...................................................................................................................... 14
3.51
Tubular size ........................................................................................................................... 14
3.52
Type 1 component ................................................................................................................ 14
3.53
Type 2 component ................................................................................................................ 14
4.
Abbreviated terms .......................................................................................................................... 16
5.
Functional specification.................................................................................................................. 16
6.
5.1
General .................................................................................................................................. 16
5.2
Type description .................................................................................................................... 16
5.3
Well parameters .................................................................................................................... 17
5.4
Operational parameters ........................................................................................................ 17
5.5
Environmental compatibility .................................................................................................. 18
5.5.1
General .............................................................................................................................. 18
5.5.2
Well environment............................................................................................................... 18
5.5.3
Material designation .......................................................................................................... 18
5.6
Compatibility with related well equipment ............................................................................. 18
5.7
Design validation ................................................................................................................... 18
5.8
Quality control ....................................................................................................................... 19
Technical specification ................................................................................................................... 20
6.1
General .................................................................................................................................. 20
6.2
Technical characteristics ....................................................................................................... 20
6.3
Design requirements ............................................................................................................. 20
6.3.1
General .............................................................................................................................. 20
6.3.2
Design documentation ...................................................................................................... 20
6.3.3
Materials ............................................................................................................................ 20
6.3.4
Performance rating ............................................................................................................ 23
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7.
6.4
Design verification ................................................................................................................. 26
6.5
Design validation requirements ............................................................................................. 26
6.5.1
General .............................................................................................................................. 26
6.5.2
Validation test requirements .............................................................................................. 28
6.6
Design changes .................................................................................................................... 28
6.7
Design validation by scaling .................................................................................................. 29
6.7.1
General .............................................................................................................................. 29
6.7.2
Product family for scaling .................................................................................................. 29
6.7.3
Limitations of scaling (taken from 14310 section 6.4.2.3) ................................................. 29
Supplier/ manufacturing requirements ........................................................................................... 30
7.1
General .................................................................................................................................. 30
7.2
Documentation and data control ........................................................................................... 30
7.2.1
General .............................................................................................................................. 30
7.2.2
Operating manual .............................................................................................................. 30
7.2.3
Product specification data sheet ....................................................................................... 30
7.3
Product identification ............................................................................................................. 31
7.4
Quality requirements ............................................................................................................. 31
7.4.1
General .............................................................................................................................. 31
7.4.2
Material .............................................................................................................................. 33
7.4.3
Castings ............................................................................................................................ 33
7.4.4
Heat treatment................................................................................................................... 33
7.4.5
Component traceability ..................................................................................................... 34
7.4.6
Component dimensional inspection .................................................................................. 34
7.4.7
Welds ................................................................................................................................ 34
7.4.8
Hardness inspection of components ................................................................................. 35
7.4.9
NDE of components/welds ................................................................................................ 35
7.4.10
Shear device verification ............................................................................................... 36
7.4.11
Assembly verification .................................................................................................... 36
7.4.12
Assembly traceability .................................................................................................... 36
7.4.13
Manufacturing non-conformance .................................................................................. 36
7.4.14
Calibration systems ....................................................................................................... 37
7.4.15
Personnel qualifications ................................................................................................ 37
A.1.
General .................................................................................................................................. 38
A.2.
Grade V6: Supplier/manufacturer-defined ............................................................................ 38
A.3.
Grade V5-l: Liquid test .......................................................................................................... 38
A.4.
Grade V4: Liquid test plus axial loads ................................................................................... 39
A.5.
Grade V3: Liquid test plus axial loads plus temperature cycling .......................................... 39
A.6.
Limitations of scaling for Annex A validation tests ................................................................ 41
B.1.
General .................................................................................................................................. 43
B.2.
Grade V6: Supplier/manufacturer-defined ............................................................................ 43
B.3.
Swell fluid description ............................................................................................................ 43
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B.4.
Swell capability/rate .............................................................................................................. 43
B.5.
Performance envelopes ........................................................................................................ 44
C.1.
General .................................................................................................................................. 46
C.2.
Grade V6: Supplier/manufacturer-defined ............................................................................ 46
C.3.
Grade V5-a: Axial test ........................................................................................................... 46
C.4.
Limitations of scaling for Annex C validation tests ................................................................ 47
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