ISO 17078-3:2009

Overview

ISO 17078-3:2009 - Petroleum and natural gas industries - Drilling and production equipment - Part 3 - defines requirements and guidance for running tools, pulling tools, kick-over tools and latches used to install and retrieve flow-control and other devices in side‑pocket mandrels. The standard covers specification, selection, design, manufacturing, quality control, testing, preparation for shipping, and performance testing and calibration procedures. It excludes installation/retrieval processes and centre‑set or tubing‑retrievable mandrel applications.

Key topics and technical requirements

• Functional and technical specifications: Defines functional characteristics, well and operational parameters, and environmental service classes for tools and latches.
• Design validation and verification: Two design‑validation grades allow purchasers to select the appropriate level of design testing and documentation.
• Product functional testing and calibration: Two product‑testing grades specify functional tests and calibration procedures to confirm conformance to design requirements.
• Quality control and supplier obligations: Requirements for documentation, data control, product identification, quality inspection, heat treatment, welding, non‑destructive examination (NDE), storage, shipping preparation, and allowable manufacturing changes.
• Specialized annexes: Normative annexes address specific requirements for running/pulling tools, kick‑over tools, latches, and side‑pocket mandrel tool interfaces; an informative annex provides illustrative figures.
• Grades and classes: Environmental service grades and quality grades enable selection of products for different well conditions and performance expectations.
• Traceability and certification: Certificates of conformance and supplier/manufacturer procedures are required to demonstrate compliance.

Applications and practical value

• Ensures safe and reliable design and manufacture of tools used with side‑pocket mandrels for subsea and onshore production tubing operations.
• Facilitates consistent procurement specifications between operators and suppliers for flow‑control devices, latches and handling tools.
• Reduces operational risk by standardizing testing, calibration and quality assurance procedures for tools that actuate or retrieve downhole devices.
• Supports interoperability among vendors by defining tool‑mandrel interface evaluation practices.

Who should use this standard

• Oil & gas operators and engineering teams specifying side‑pocket mandrel systems and downhole flow‑control installations.
• Tool and latch manufacturers, suppliers and quality managers developing, testing and certifying running, pulling and kick‑over tools.
• Procurement, inspection, and maintenance personnel responsible for receiving, validating and storing running/pulling tools and latches.
• Third‑party testing laboratories and certification bodies performing functional testing and calibration.

Related standards

• ISO 17078-1 (side‑pocket mandrels), ISO 17078-2 (flow‑control devices), ISO 17078-4 (practices)
• ISO 9000, ISO/IEC 17025, and relevant ASME/ASTM documents referenced for testing, welding and material practices.

Keywords: ISO 17078-3:2009, side‑pocket mandrel, running tools, pulling tools, kick‑over tools, latches, flow‑control devices, petroleum and natural gas, design validation, quality control, testing.