Chapter 6 Function Testing and Transmittal Section Contents Function Testing Vendor's Responsibility Definitions. Function Test Procedure. Format and Detail... Access to Test Area and Procedure Tool Transmittal Record. EXAMPLETOOL Function Test Procedure .. RRRRBBBB List of Figures 6.1 Test Frame and Recording Devices for the Function Test on EXAMPLETOOL, 62 Tool Transmittal Record for EXAMPLETOOL raDS-1* Fourth Edition, Volume 4, Drilling Specialty Tools Chapter 6 Function Testing and Transmittal 6.1 Function testing. Shop function testing can rarely duplicate all the conditions under which a tool will be ex- pected to operate in the well. However, a well-designed and executed function test is one of the vendor's best means of establishing that assembly and inspection processes were properly performed on a tool before it left the vendor's shop. 6.2 Vendor's responsibility. The vendor is solely responsible for writing and executing function tests on t00ls and sub-tools covered by this standard. In doing so, the vendor shall make all reasonable effort to ensure that every function of a tool or sub-tool is exercised before it leaves the vendor's shop to travel to a cus~ tomer's rig. Sub-tools may also be tested before they are placed in inventory for later assembly into a tool. 6.3 Definitions. The following definitions apply to the requirements of this chapter. 6.3.1 Apparatus. The devices the tester will need to test a specialty tool 6.3.2 Exercise a function. To simulate some field function of the tool in the shop and confirm that the tool behaves as expected. 6.3.3 Function (noun). The name or description of an operation that the specialty tool is designed to perform. in this standard, the word is used only as a noun or an adjective, as in "function testing” below 6.3.4 Function testing. Simulating the exercise of as many of the functions of a specialty tool as practical, after assembly but before the tool leaves the vendor's shop. 6.3.5 Function test alert notice. A notice issued to alert the tester that an immediate amendment to or modification of the function test process or other document is necessary. 6.3.6 Function test procedure. A written document that details how the tester is to conduct a function test. 6.3.7 Operating constraint. A limit that is established by a tool vendor and placed on the operation of its tool. Operating the tool outside this constraint is considered detrimental for reliable tool operation. 6.3.8 Tester. The person who conducts a function test. 6.3.9 Test report. A document on which the tester records the results of a function test. 6.3.10 Transmittal. The act of preparing a tool and tool records for delivery, and delivering them to a rig. 6.4 Function test procedure. The vendor shall prepare a written function test procedure for every tool and sub 1001 covered by this standard. The function test procedure shall indicate the applicable revision number. The func- tion test procedure shall include the following elements: 6.4.1 Identifying designation. The procedure shall be identified with a unique designation that differentiates it from all other function test procedures. 6.4.2 Scope statement. The procedure shall identify the specific tool(s) to which it may be applied. 6.4.3 Apparatus statement. The procedure shall list the hand tools, fixtures and instruments the tester will need to execute the test. 6.4.4 List of tool functions. The procedure shall give a complete list of the functions the subject tool is expected to perform at the rig. If applicable, the procedure shall state the conditions under which the tool is expected to perform each function 6.4.5 Functions tested/not tested. The procedure shall detail whether or not all of the listed tool functions are exercised by the test procedure. If any tool function is not exercised in the test, the procedure shall give the reason for not exercising it. The only valid reasons for not exercising a tool function before the tool leaves the vendor's shop are: a. Exercising the function would render the too! inoperable at the rig. For example, shop- testing the pressure at which internal shear pins release may be omitted if the test would require disassembly and reassembly of the tool. b. Exercising the function would not be practical. For example, some assembled tools may be so long, orload capacities so large, that a test apparatus to apply loads in magnitudes required to fully exercise the tool function would be prohibitively expensive However, the vendor may not omit testing a tool function for practicality considerations when it can reasonably and economically test the function. ¢. Safety considerations. In some cases, shop application of loads in the magnitudes expected downhole may not be safe. However, the vendor 63} 2aist MEASURED 14.08" MEASURED 48.58" (EXTENDED) MEASURED a3.14 (COMPRESSED) 1 THHill Associates, Inc. TOOL TRANSMITTAL RECORD TOOL MODEL: EXAMPLETOOL sin: seousl2 DATE SHIPPED: 12/25/-- PASSED FUNCTION TEST (TEST ID &DATE):_ ETFT21_ 12/21/. MAINTENANCE CLASSIFICATION: — LX. MAURRAS Bi AaB END CONNECTIONS: NCB TOTAL WEIGHT: 640 (es) WEIGHT: 158, (LesiFT) DIAMETER AT DOGS: SET POSITION: 8.875 co) RELEASED POSITION: 8,000 () APACITI TENSION: 743,137 (ss) TORSION: 17.151 (FT-LBs) COMPRESSION: NR (LBs) PRESSURE: 2000 (Pst) ‘TEMPERATURE: 200 (DEG F) COMBINED: NR OTHER OPERATING CONSTRAINTS HYDROGEN SULFIDE CONTENT OF MUD SYSTEM MUST NOT EXCEED 25PPM AT THE TOOL, OPERATION INSTRUCTIONS: ATTACHED APPLIED ALERT NOTICES (LIST ALL}: NONE: Figure 6.2 Tool Transmittal Record for EXAMPLETOOL. 68