Overview
EN ISO 17078-3:2009 (ISO 17078-3:2009) - published by CEN/ISO - sets out 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 for the petroleum and natural gas industries. The standard covers specification, selection, design, manufacture, quality control, testing, calibration and preparation for shipping of these tools and latches. It explicitly excludes installation/retrieval processes and centre‑set or tubing‑retrievable mandrel applications.
Key topics and technical requirements
- Functional and technical specification: Defines functional characteristics, well and operational parameters, and environmental service classes for tools and latches.
- Design and validation: Provides design validation grades to establish the level of design verification required and to help match product performance to application needs.
- Product testing and calibration: Includes provisions for product functional testing grades, performance testing and calibration procedures to confirm tool/latch functionality.
- Manufacturing and quality control: Specifies supplier/manufacturer obligations, documentation and data control, product identification, heat treatment, welding, non‑destructive examination (NDE) and quality control grades.
- Service classes and grades: Defines environmental service classes (for varying operating conditions) and quality grades so purchasers can choose appropriate robustness and inspection levels.
- Packaging and shipping: Requirements for storage and preparation for shipment; allowable post‑manufacturing changes and reconditioning/repair guidelines are addressed.
- Normative structure: Annexes provide detailed requirements for running/pulling tools, kick-over tools, latches and tool/mandrel interface evaluations.
Practical applications
- Ensures compatibility and safe operation of tools used to run and retrieve flow-control devices (e.g., gas-lift valves) from side‑pocket mandrels in well completions.
- Used by manufacturers and suppliers to design and certify running/pulling/kick-over tools and latches to recognized industry criteria.
- Used by operators, procurement and QA teams to specify performance, testing, and quality acceptance criteria for equipment used in drilling, production and well intervention operations.
- Supports comparative evaluation of products through defined grades for design validation, functional testing and quality assurance.
Who should use this standard
- Tool and latch manufacturers, OEMs and subcontractors
- Drilling and completion engineers, well intervention and production engineers
- Procurement specialists and technical buyers in oil & gas companies
- Quality, inspection and testing laboratories
- Regulatory and compliance teams specifying industry-standard equipment
Related standards
- ISO 17078-1: Side‑pocket mandrels (interface and mandrel requirements)
- ISO 17078-2: Flow‑control devices for side‑pocket mandrels
- ISO 17078-4: Practices and guidance for side‑pocket mandrels and related equipment
Keywords: EN ISO 17078-3:2009, side‑pocket mandrel, running tools, pulling tools, kick‑over tools, latches, flow‑control devices, petroleum and natural gas, design validation, product testing, quality control.