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oSIST prEN ISO 13535:2008
01-maj-2008
Industrija nafte in zemeljskega plina - Vrtalna in proizvodna oprema - Dvigovalna
oprema (ISO/DIS 13535:2008)
Petroleum and natural gas industries - Drilling and production equipment - Hoisting
equipment (ISO/DIS 13535:2008)
Industries du pétrole et du gaz naturel - Équipements de forage et de production -
Équipement de levage (ISO/DIS 13535:2008)
Ta slovenski standard je istoveten z: prEN ISO 13535
ICS:
75.180.10
oSIST prEN ISO 13535:2008 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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EUROPEAN STANDARD
DRAFT
prEN ISO 13535
NORME EUROPÉENNE
EUROPÄISCHE NORM
February 2008
ICS Will supersede EN ISO 13535:2000
English Version
Petroleum and natural gas industries - Drilling and production
equipment - Hoisting equipment (ISO/DIS 13535:2008)
Industries du pétrole et du gaz naturel - Équipements de
forage et de production - Équipement de levage (ISO/DIS
13535:2008)
This draft European Standard is submitted to CEN members for parallel enquiry. It has been drawn up by the Technical Committee
CEN/TC 12.
If this draft becomes a European Standard, CEN members are bound to comply with the CEN/CENELEC Internal Regulations which
stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
This draft European Standard was established by CEN in three official versions (English, French, German). A version in any other language
made by translation under the responsibility of a CEN member into its own language and notified to the CEN Management Centre has the
same status as the official versions.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.
Recipients of this draft are invited to submit, with their comments, notification of any relevant patent rights of which they are aware and to
provide supporting documentation.
Warning : This document is not a European Standard. It is distributed for review and comments. It is subject to change without notice and
shall not be referred to as a European Standard.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: rue de Stassart, 36 B-1050 Brussels
© 2008 CEN All rights of exploitation in any form and by any means reserved Ref. No. prEN ISO 13535:2008: E
worldwide for CEN national Members.
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prEN ISO 13535:2008 (E)
Contents Page
Foreword.3
2
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prEN ISO 13535:2008 (E)
Foreword
This document (prEN ISO 13535:2008) has been prepared by Technical Committee ISO/TC 67 "Materials,
equipment and offshore structures for petroleum and natural gas industries" in collaboration with Technical
Committee CEN/TC 12 “Materials, equipment and offshore structures for petroleum, petrochemical and
natural gas industries” the secretariat of which is held by AFNOR.
This document is currently submitted to the parallel Enquiry.
This document will supersede EN ISO 13535:2000.
Endorsement notice
The text of ISO/DIS 13535:2008 has been approved by CEN as a prEN ISO 13535:2008 without any
modification.
3
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DRAFT INTERNATIONAL STANDARD ISO/DIS 13535
ISO/TC 67/SC 4 Secretariat: ANSI
Voting begins on: Voting terminates on:
2008-02-21 2008-07-21
INTERNATIONAL ORGANIZATION FOR STANDARDIZATION • МЕЖДУНАРОДНАЯ ОРГАНИЗАЦИЯ ПО СТАНДАРТИЗАЦИИ • ORGANISATION INTERNATIONALE DE NORMALISATION
Petroleum and natural gas industries — Drilling and production
equipment — Hoisting equipment
Industries du pétrole et du gaz naturel — Équipements de forage et de production — Équipement de levage
[Revision of first edition (ISO 13535:2000)]
ICS 75.180.10
ISO/CEN PARALLEL ENQUIRY
The CEN Secretary-General has advised the ISO Secretary-General that this ISO/DIS covers a subject
of interest to European standardization. In accordance with the ISO-lead mode of collaboration as
defined in the Vienna Agreement, consultation on this ISO/DIS has the same effect for CEN
members as would a CEN enquiry on a draft European Standard. Should this draft be accepted, a
final draft, established on the basis of comments received, will be submitted to a parallel two-month FDIS
vote in ISO and formal vote in CEN.
In accordance with the provisions of Council Resolution 15/1993 this document is circulated in
the English language only.
Conformément aux dispositions de la Résolution du Conseil 15/1993, ce document est distribué
en version anglaise seulement.
To expedite distribution, this document is circulated as received from the committee secretariat.
ISO Central Secretariat work of editing and text composition will be undertaken at publication
stage.
Pour accélérer la distribution, le présent document est distribué tel qu'il est parvenu du
secrétariat du comité. Le travail de rédaction et de composition de texte sera effectué au
Secrétariat central de l'ISO au stade de publication.
THIS DOCUMENT IS A DRAFT CIRCULATED FOR COMMENT AND APPROVAL. IT IS THEREFORE SUBJECT TO CHANGE AND MAY NOT BE
REFERRED TO AS AN INTERNATIONAL STANDARD UNTIL PUBLISHED AS SUCH.
IN ADDITION TO THEIR EVALUATION AS BEING ACCEPTABLE FOR INDUSTRIAL, TECHNOLOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL TO BECOME STANDARDS TO
WHICH REFERENCE MAY BE MADE IN NATIONAL REGULATIONS.
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT, WITH THEIR COMMENTS, NOTIFICATION OF ANY RELEVANT PATENT RIGHTS OF WHICH
THEY ARE AWARE AND TO PROVIDE SUPPORTING DOCUMENTATION.
©
International Organization for Standardization, 2008
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ISO/DIS 13535
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©
ii ISO 2008 – All rights reserved
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ISO/DIS 13535
Contents Page
Foreword .iv
Introduction.v
1 Scope.1
2 Normative references .2
3 Terms and definitions.3
4 Design.6
5 Design verification test.9
6 Materials requirements.12
7 Welding requirements .17
8 Quality control.19
9 Equipment .26
10 Marking .44
11 Documentation.45
Annex A (normative) Supplementary requirements .47
Annex B (informative) Guidance for qualification of heat-treatment equipment.49
Bibliography.51
© ISO 2008 – All rights reserved iii
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ISO/DIS 13535
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.
International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.
The main task of technical committees is to prepare International Standards. Draft International Standards
adopted by the technical committees are circulated to the member bodies for voting. Publication as an
International Standard requires approval by at least 75 % of the member bodies casting a vote.
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.
ISO 13535 was prepared by Technical Committee ISO/TC 67, Materials, equipment and offshore structures
for petroleum and natural gas industries, Subcommittee SC 4, Drilling and production equipment.
This second edition cancels and replaces the first edition (ISO 13535:2000), which has been technically
revised.
Annex A forms a normative part of this International Standard. Annex B is for information only.
iv © ISO 2008 – All rights reserved
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ISO/DIS 13535
Introduction
This International Standard is based upon API Spec 8C, Fourth Edition, February 2003.
Users of this International Standard should be aware that further or differing requirements may be needed for
individual applications. This International Standard is not intended to inhibit a vendor from offering, or the
purchaser from accepting, alternative equipment or engineering solutions for the individual application. This
may be particularly applicable where there is innovative or developing technology. Where an alternative is
offered, the vendor should identify any variations from this International Standard and provide details.
© ISO 2008 – All rights reserved v
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DRAFT INTERNATIONAL STANDARD ISO/DIS 13535
Petroleum and natural gas industries — Drilling and production
equipment — Hoisting equipment
1 Scope
This International Standard provides requirements for the design, manufacture and testing of hoisting
equipment suitable for use in drilling and production operations.
This International Standard is applicable to the following drilling and production hoisting equipment:
a) hoisting sheaves;
b) travelling blocks and hook blocks;
c) block-to-hook adapters;
d) connectors and link adapters;
e) drilling hooks;
f) tubing hooks and sucker-rod hooks;
g) elevator links;
h) casing elevators, tubing elevators, drill-pipe elevators and drill-collar elevators;
i) sucker-rod elevators;
j) rotary swivel-bail adapters;
k) rotary swivels;
l) power swivels;
m) power subs;
n) spiders, if capable of being used as elevators;
o) wire-line anchors;
p) drill-string motion compensators;
q) kelly spinners, if capable of being used as hoisting equipment;
r) pressure vessels and piping mounted onto hoisting equipment;
s) safety clamps, if capable of being used as hoisting equipment;
t) guide dollies.
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ISO/DIS 13535
This International Standard establishes requirements for two product specification levels (PSLs). These two
PSL designations define different levels of technical requirements. All the requirements of Clause 4 through
Clause 11 are applicable to PSL 1 unless specifically identified as PSL 2. PSL 2 includes all the requirements
of PSL 1 plus the additional practices as stated herein.
Supplementary requirements apply only when specified. Annex A gives a number of standardized
supplementary requirements.
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.
ISO 11960, Petroleum and natural gas industries – Steel pipes for use as casing or tubing for wells
1)
API RP 9B, Application, Care, and Use of Wire Rope for Oil Field Service
API Spec 5B, Threading, Gauging, and Thread Inspection of Casing, Tubing, and Line Pipe Threads
API Spec 7, Rotary Drill Stem Elements
2)
ASME B31.3, Process Piping
ASME V, Non-destructive Examination
ASME VIII, DIV 1, Rules for Construction of Pressure Vessels
ASME IX, Welding and Brazing specification
3)
ASTM A 370, Standard Test Methods and Definitions for Mechanical Testing of Steel Products
ASTM A 388, Standard Practice for Ultrasonic Examination of Heavy Steel Forgings
ASTM A 488, Standard Practice for Steel Castings, Welding, Qualifications of Procedures and Personnel
ASTM A 770, Standard Specification for Through-Thickness Tension Testing of Steel Plates for Special
Applications
ASTM E 4, Standard Practices for Force Verification of Testing Machines
ASTM E 125, Standard Reference Photographs for Magnetic Particle Indications on Ferrous Castings
ASTM E 165, Standard Test Method for Liquid Penetrant Examination
ASTM E 186, Standard Reference Radiographs for Heavy-Walled (2 to 4 1/2-in. (51 to 114-mm)) Steel
Castings
ASTM E 280, Standard Reference Radiographs for Heavy-Walled (4 1/2 to 12-in. (114 to 305-mm)) Steel
Castings
1) American Petroleum Institute; 1220 L St. N.W.; Washington, DC 20005; USA.
2) American Society of Merchanical Engineers; 345 East 47st St; New York, NY 10017; USA.
3) American Society for Testing and Materials; 100 Barr Harbor Dr.; West Conshohocken, PA 19428; USA.
2 © ISO 2008 – All rights reserved
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ISO/DIS 13535
ASTM E 428, Standard Practice for Fabrication and Control of Steel Reference Blocks Used in Ultrasonic
Inspection
ASTM E 446, Standard Reference Radiographs for Steel Castings Up to 2 in. (51 mm) in Thickness
ASTM E 709, Standard Guide for Magnetic Particle Examination
ASNT SNT-TC-1A, Recommended practice for personnel qualification and certification in non-destructive
4)
testing
5)
AWS D1.1, Structural welding code
AWS QC1, Standard for AWS Certification of Welding Inspectors
EN 287 (all parts), Approval testing of welders – Fusion welding
EN 288 (all parts), Specification and qualification of welding procedures for metallic materials
MSS SP-55, Quality standard for steel castings for valves, flanges and fittings and other piping components –
6)
Visual method for evaluation of surface irregularities
3 Terms and definitions
For the purposes of this document, the following terms, definitions, and abbreviated terms apply.
3.1 Terms and definitions
3.1.1
bearing-load rating
calculated maximum load for bearings subjected to the primary load
3.1.2
design load
sum of static and dynamic loads that would induce the maximum allowable stress in an item
3.1.3
design safety factor
factor to account for a certain safety margin between the maximum allowable stress and the specified
minimum yield strength of a material
3.1.4
design verification test
test performed to validate the integrity of the design calculations used
3.1.5
dynamic load
load applied to the equipment due to acceleration effects
4) American Society for Nondestructive Testing; 4153 Arlingate Plaza; Box 28518, Columbus, OH 43228; USA.
5) American Welding Society; 550 N.W. LeJeune Road, Miami, Florida 33126; USA.
6) Manufacturers' Standardization Society of the Valve and Fittings Industry; 127 Park St. N.E.; Vienna, VA 22180; USA.
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ISO/DIS 13535
3.1.6
equivalent-round
standard for comparing various shaped sections to round bars, used for determining the response to
hardening characteristics when heat-treating low-alloy and martensitic corrosion-resistant steels
3.1.7
identical design concept
property of a family units whereby all units of the family have similar geometry in the primary load carrying
areas
3.1.8
linear indication
indication revealed by NDE, having a length of at least three times the width
3.1.9
load rating
maximum operating load, both static and dynamic, to be applied to the equipment
NOTE The load rating is numerically equivalent to the design load.
3.1.10
maximum allowable stress
specified minimum yield strength divided by the design safety factor
3.1.11
primary load
axial load which equipment is subjected to in operations
3.1.12
primary-load-carrying component
component of the equipment through which the primary load is carried
3.1.13
product specification level
degree of controls applied on materials and processes for the primary-load-carrying components of the
equipment
NOTE The two product specification levels are identified by the code PSL 1 or PSL 2.
3.1.14
proof load test
production load test performed to validate the load rating of a unit
3.1.15
repair
removal of defects from, and refurbishment of, a component or assembly by welding, during the manufacture
of new equipment
NOTE The term "repair", as referred to in this International Standard, applies only to the repair of defects in materials
during the manufacture of new equipment.
3.1.16
rounded indication
indication revealed by NDE, with a circular shape or with an elliptical shape having a length of less than three
times the width
3.1.17
safe working load
the design load minus the dynamic load
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ISO/DIS 13535
3.1.18
size class
designation by which dimensionally-interchangeable equipment of the same maximum load rating is identified
3.1.19
size range
range of tubular diameters covered by an assembly
3.1.20
special process
operation which may change or affect the mechanical properties, including toughness, of the materials used in
the equipment
3.1.21
test unit
prototype unit upon which a design verification test is conducted
3.2 Abbreviated terms and symbols
3.2.1 Abbreviated terms
ER equivalent-round
HAZ heat-affected zone
PSL product specification level
NDE non-destructive examination
PLC principal loading condition
PWHT post-weld heat-treatment
3.2.2 Symbols
AS maximum allowable stress
max
B bottom bore
B
B top bore
T
D diameter
D nominal rope diameter
R
D square shoulder neck diameter
SE
D tread diameter
t
D taper shoulder neck diameter
TE
G total groove depth
l length
l gauge length
o
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ISO/DIS 13535
L breaking load
B
L design verification test load
DVT
N number of sheaves in the block
r radius
r maximum new groove radius
max
r minimum new groove radius
min
r nominal rope radius
rope
R load rating
SF design safety factor
D
t maximum thickness
T yield-to-ultimate strength ratio
R
TS actual ultimate tensile strength
a
TS minimum specified ultimate tensile strength
min
W calculated block bearing rating
B
W individual sheave bearing rating
R
W calculated main bearing thrust rating
S
YS minimum specified yield strength
min
4 Design
4.1 General
Hoisting equipment shall be designed, manufactured and tested so that it is in every respect fit for its intended
purpose. The equipment shall safely transfer the load for which it is intended. The equipment shall be
designed for simple and safe operation.
4.2 Design conditions
The following design conditions shall apply:
a) the operator of the equipment shall be responsible for determination of the safe working load for any
hoisting operation;
b) the design and minimum operating temperature shall be – 20 °C (– 4 °F), unless supplementary
requirement SR 2 has been applied (see Clause A.3).
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ISO/DIS 13535
CAUTION — The equipment should not be used at the full load rating at temperatures below – 20 °C
(– 4 °F) unless appropriate materials with the required toughness properties at lower design
temperatures have been used (see Clause A.3).
4.3 Strength analysis
4.3.1 General
The equipment design analysis shall address excessive yielding, fatigue and buckling as possible modes of
failure.
The strength analysis shall be generally based on the elastic theory. An ultimate strength (plastic) analysis
may, however, be used where appropriate. Finite-element mesh analysis, in conjunction with analytical
methods, may be used.
All forces that may govern the design shall be taken into account. For each cross-section to be considered,
the most unfavourable combination, position and direction of forces shall be used.
4.3.2 Simplified assumptions
Simplified assumptions regarding stress distribution and stress concentration may be used, provided that the
assumptions are made in accordance with generally accepted practice or based on sufficiently comprehensive
experience or tests.
4.3.3 Empirical relationships
Empirical relationships may be used in lieu of analysis, provided such relationships are supported by
documented strain gauge test results that verify the stresses within the component. Equipment or components
which, by their design, do not permit the attachment of strain gauges to verify the design shall be qualified by
testing in accordance with 5.5.
4.3.4 Equivalent stress
The strength analysis shall be based on elastic theory. The nominal equivalent stress, according to the
Von Mises-Hencky theory, caused by the design load shall not exceed the maximum allowable stress AS as
max
calculated by Equation 1.
YS
min
AS = (1)
max
SF
D
where
YS is the specified minimum yield strength;
min
SF is the design safety factor.
D
4.3.5 Ultimate strength (plastic) analysis
An ultimate strength (plastic) analysis may be performed under any one of the following conditions:
a) for contact areas;
b) for areas of highly localized stress concentrations caused by part geometry, and other areas of high stress
gradients where the average stress in the section is less than or equal to the maximum allowable stress
as defined in 4.3.4.
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ISO/DIS 13535
In such areas, the elastic analysis shall govern for all values of stress below the average stress.
In the case of plastic analysis, the equivalent stress as defined in 4.3.4 shall not exceed the maximum
allowable stress AS as calculated by Equation 2.
max
TS
min
AS = (2)
max
SF
D
where
TS is the specified minimum ultimate tensile strength;
min
SF is the design safety factor.
D
4.3.6 Stability analysis
The stability analysis shall be carried out according to generally accepted theories of buckling.
4.3.7 Fatigue analysis
The fatigue analysis shall be based on a period of time of not less than 20 years, unless otherwise agreed.
The fatigue analysis shall be carried out according to generally accepted theories. A method that may be used
is defined in reference [3].
4.4 Size class
The size class shall represent the dimensional interchangeability and the load rating of equipment.
4.5 Contact surface radii
Figure 7, Figure 8, Figure 9 and Table 6 show radii of hoisting-tool contact surfaces. These contact radii are
applicable to hoisting tools used in drilling (including tubing hooks), but all other work-over tools are excluded.
4.6 Rating
All hoisting equipment furnished under this International Standard shall be rated as specified herein.
Such ratings shall consist of a load rating for all equipment and a bearing-load rating for all equipment
containing bearings within the primary load path.
The bearing-load rating is intended primarily to achieve consistency of ratings, but is also intended to provide
a reasonable service life for bearings when used at loads within the equipment-load rating.
The load rating shall be based on the design safety factor as specified in 4.7, the specified minimum yield
strength of the material used in the primary-load-carrying components and the stress distribution as
determined by design calculations and/or data developed in a design verification load test as specified in 5.5.
The load rating shall be marked on the equipment (refer to Clause 10).
4.7 Design safety factor
The design safety factor shall be established from Table 1 as follows.
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ISO/DIS 13535
Table 1 — Design safety factor
Load rating
Design safety factor
R
SF
D
kN (ton)
1 334 kN (150 short tons) and less 3,00
a
1 334 kN (150 short tons) to 4 448 kN (500 short tons) inclusive 3,00 – [0,75 × (R – 1 334)/3 114]
Over 4 448 kN (500 short tons) 2,25
a
In this formula, the value of R shall be in kilonewtons.
The design safety factor is intended as a design criterion and shall not under any circumstances be construed
as allowing loads on the equipment in excess of the load rating.
4.8 Shear strength
For purposes of design calculations involving shear, the ratio of yield strength in shear to yield strength in
tension shall be 0,58.
4.9 Specific equipment
Refer to Clause 9 for all additional equipment-specific design requirements.
4.10 Design documentation
Documentation of the design shall include methods, assumptions, calculations and design requirements.
Design requirements shall include, but not be limited to, those criteria for size, test and operating pressures,
material, environmental and specification requirements, and pertinent requirements upon which the design is
to be based.
The requirements shall also apply to design change documentation.
5 Design verification test
5.1 General
To assure the integrity of equipment design, design verification testing shall be performed as specified below.
Design verification testing of equipment shall be carried out and/or certified by a department or organization
independent of the design function.
Equipment which, by virtue of its simple geometric form, permits accurate stress analysis through calculation
only shall be exempted from design verification testing.
5.2 Sampling of test units
To qualify design calculations applied to a family of units with an identical design concept but of varying sizes
and ratings, the following sampling options apply.
⎯ A minimum of three units of the design shall be subjected to design verification testing. The test
...