Supplementary Specification To API 17D Subsea Trees: December

SPECIFICATION DECEMBER
S-561 2018
Supplementary Specification
to API 17D Subsea Trees
Revision history
VERSION DATE AMENDMENTS

3.0 November 2018 Issued for Publication
2.0 November 2016 Issued for Use
1.0 September 2016 Initial issue
Acknowledgements
This IOGP Specification was prepared by a Joint Industry Project 33
Standardization of Equipment Specifications for Procurement organized
by IOGP with support by the World Economic Forum (WEF).
Disclaimer
Whilst every effort has been made to ensure the accuracy of the information
contained in this publication, neither IOGP nor any of its Members past present or
future warrants its accuracy or will, regardless of its or their negligence, assume
liability for any foreseeable or unforeseeable use made thereof, which liability is
hereby excluded. Consequently, such use is at the recipient’s own risk on the basis
that any use by the recipient constitutes agreement to the terms of this disclaimer.
The recipient is obliged to inform any subsequent recipient of such terms.
This publication is made available for information purposes and solely for the private
use of the user. IOGP will not directly or indirectly endorse, approve or accredit the
content of any course, event or otherwise where this publication will be reproduced.
Copyright notice
The contents of these pages are © International Association of Oil & Gas Producers.
Permission is given to reproduce this report in whole or in part provided (i)
that the copyright of IOGP and (ii) the sources are acknowledged. All other rights are
reserved. Any other use requires the prior written permission of IOGP.
These Terms and Conditions shall be governed by and construed in accordance
with the laws of England and Wales. Disputes arising here from shall be exclusively
subject to the jurisdiction of the courts of England and Wales.
Supplementary Specification to API 17D Subsea Trees
Foreword
This specification was prepared under a Joint Industry Project 33 (JIP33) “Standardization of Equipment
Specifications for Procurement” organized by the International Oil & Gas Producers Association (IOGP) with
the support from the World Economic Forum (WEF). Ten key oil and gas companies from the IOGP
membership participated in developing this specification under JIP33 Phase 2 with the objective to leverage
and improve industry level standardization for projects globally in the oil and gas sector. The work has
developed a minimized set of supplementary requirements for procurement, with life cycle cost in mind, based
on the ten participating members’ company specifications, resulting in a common and jointly approved
specification, and building on recognized industry and/or international standards.
This specification has been developed in consultation with a broad user and supplier base to promote the
opportunity to realize benefits from standardization and achieve significant cost reductions for upstream project
costs. The JIP33 work groups performed their activities in accordance with IOGP’s Competition Law Guidelines
(November 2014).
Recent trends in oil and gas projects have demonstrated substantial budget and schedule overruns. The Oil
and Gas Community within the World Economic Forum (WEF) has implemented a Capital Project Complexity
(CPC) initiative which seeks to drive a structural reduction in upstream project costs with a focus on industry-
wide, non-competitive collaboration and standardization. The vision from the CPC industry is to standardize
specifications for global procurement for equipment and packages, facilitating improved standardization of
major projects across the globe. While individual oil and gas companies have been improving standardization
within their own businesses, this has limited value potential and the industry lags behind other industries and
has eroded value by creating bespoke components in projects.
This specification aims to significantly reduce this waste, decrease project costs and improve schedule through
pre-competitive collaboration on standardization. This document defines the supplementary requirements to
the recognized industry standard ANSI/API Specification 17D Second Edition 2011, including all errata up to
7, October 2015 and Addendum 1, September 2015, Design & Operation of Subsea Production Systems –
Subsea Wellhead and Tree Equipment (identical to ISO 13628-4, Second Edition 2010 Design and Operation
of Subsea Production Systems: Subsea Wellhead and Tree Equipment) which is indispensable for the
application of this specification.
Following agreement of the relevant JIP33 work group and approval by the JIP33 Steering Committee, the
IOGP Management Committee has agreed to the publication of this specification by IOGP. Where adopted by
the individual operating companies, this specification and associated documentation aims to supersede
existing company documentation for the purpose of industry-harmonized standardization.
This supplementary specification (S-561) is an update to version 2.0 which was published in November 2016
as part of the pilot phase proof of concept for JIP33. This latest version incorporates supplier and member
feedback as well as providing additional standardized tree configuration and guidance on the implementation
of DNVGL-RP-0034 (Steel forgings for Subsea Applications).
Page 1 of 39 S-561 December 2018

Table of Contents
Foreword ............................................................................................................................................................. 1
Introduction ......................................................................................................................................................... 4
1 Scope ....................................................................................................................................................... 6
2 Normative references ............................................................................................................................... 7
3 Terms, definitions, abbreviated terms and symbols ................................................................................. 8
3.2 Abbreviated terms and symbols ..................................................................................................... 8
4 Service conditions and production specification levels ............................................................................ 9
4.2 Product specification levels ............................................................................................................ 9
5 Common system requirements ................................................................................................................ 9
5.1 Design and performance requirements .......................................................................................... 9
5.2 Materials ....................................................................................................................................... 11
5.4 Quality control .............................................................................................................................. 12
5.7 Documentation ............................................................................................................................. 13
6 General design requirements for subsea trees and tubing hangers ......................................................13
6.1 General ......................................................................................................................................... 13
6.2 Tree valving .................................................................................................................................. 14
6.3 Testing of subsea tree assemblies............................................................................................... 21
6.6 Tree configurations ...................................................................................................................... 21
7 Specific requirements – Subsea-tree-related equipment and sub-assemblies ......................................23
7.3 Threaded connections .................................................................................................................. 23
7.5 Studs, nuts and bolting ................................................................................................................. 23
7.8 Tree connectors and tubing heads .............................................................................................. 24
7.10 Valves, valve blocks and actuators .............................................................................................. 25
7.12 Re-entry interface ......................................................................................................................... 25
7.13 Subsea tree cap ........................................................................................................................... 26
7.15 Tree-guide frame .......................................................................................................................... 26
7.17 Tree piping ................................................................................................................................... 27
7.20 Tree-mounted hydraulic/electric/optical control interfaces ...........................................................27
7.21 Subsea chokes and actuators ...................................................................................................... 28
9 Specific requirements – Subsea tubing hanger system ......................................................................... 29
9.1 General ......................................................................................................................................... 29
9.2 Design .......................................................................................................................................... 29
Annex P (new) (informative) Validation testing ................................................................................................ 31
Tables
Table 38 - Steel forging class level ................................................................................................................... 12

Table 39 - Maximum allowable distance between tubing clamps .................................................................... 28

Table P.1 – Interpretation of API 17D Table 3 cycles for valves and valve actuators .....................................38
Table P.2 – Interpretation of API 17D Table 3 cycles for choke valves ...........................................................39
Table P.3 – Interpretation of API 17D Table 3 cycles for choke valve actuators .............................................39
Figures
Figure 1 – VXT dual-bore on a subsea wellhead ............................................................................................. 17

Figure 2.1 – VXT monobore on tubing head spool (THS) ................................................................................ 18
Figure 2.2 – VXT monobore on a subsea wellhead ......................................................................................... 19
Figure 3 – Horizontal tree on a subsea wellhead ............................................................................................. 20

Introduction
The purpose of this specification is to define a minimum common set of supplementary requirements for
procurement of subsea trees to API 17D, for application in the petroleum and natural gas industries.
This JIP33 standardized procurement specification follows a common document structure comprising the four
documents as shown below, which together with the purchase order define the overall technical specification
for procurement.
JIP33 Specification for Procurement Documents

Supplementary Technical Requirements
It is required to use all of these documents in conjunction with each other when applying this specification, as
follows:
IOGP S-561: Supplementary specification to API 17D Subsea Trees

This specification is written as an overlay to API 17D, following the clause structure of the
parent standard, to assist in cross-referencing the requirements. Where clauses from the
parent standard (API 17D) are not covered in this specification, there are no supplementary
requirements or modifications to the respective clause. The terminology used within this
specification follows that of the parent standard and otherwise is in accordance with ISO/IEC
Directives, Part 2.
Modifications to the parent standard defined in this specification are identified as Add (add
to clause or add new clause), Replace (part of or entire clause) or Delete.
IOGP S-561D: Data sheet for subsea trees

This document provides project specific requirements where the supplementary specification
and its parent standard require the user to define an application specific requirement. It
follows the clause structure of the parent standard and this specification. It also includes
information required by the user for technical evaluation. Additional purchaser supplied
documents are also listed in the data sheet, to define scope and technical requirements for
enquiry and purchase of the equipment.

IOGP S-561L: Information requirements specification (IRS) for subsea trees

This document defines the information requirements, including format, timing and purpose,
for information to be provided by the manufacturer. It also defines the specific conditions
which must be met for conditional information requirements to become mandatory. The
information requirements listed in the IRS have references to the source of the requirement.
IOGP S-561Q: Quality requirements specification (QRS) for subsea trees

This document includes a conformity assessment system (CAS) which specifies
standardized user interventions against quality management activities at four different levels.
The applicable CAS level is specified by the user in the data sheet.
The data sheet and IRS are published as editable documents for the user to specify application specific
requirements. The supplementary specification and QRS are fixed documents.
Unless defined otherwise in the purchase order, the order of precedence (highest authority listed first) of the
documents shall be:
a) regulatory requirements;
b) contract documentation (e.g. purchase order);
c) user defined requirements (equipment data sheet, IRS, QRS);
d) this specification;
e) the parent standard.

1 Scope
Replace fourth paragraph and items a) to f) with
The scope of this specification (in conjunction with API 17D) defines the requirements for subsea tree systems.
Equipment that is within the scope of this specification is listed as follows:
a) subsea trees:
− tree connectors and tubing hangers;
− valves, valve blocks, and valve actuators;
− chokes and choke actuators;
− bleed, test and isolation valves;
− re-entry interface;
− tree cap;
− tree piping;
− tree guide frames;
− tree running tools;
− tree cap running tools;
− tree mounted flowline/umbilical connector;
− tubing head and tubing head connectors;
− flowline bases and running/retrieval tools;
− tree mounted control interfaces (instrumentation, sensors, hydraulic tubing/piping and fittings, and
electrical controls cable and fittings).
b) tubing hanger systems:
− tubing hangers;
− running tools.
Detailed requirements necessary to fully define a tree system have not been included for components which
do not impact the design of the core tree. For these components, additional requirements may be provided in
the purchase order:
− tree mounted controls including SCM, SCMMB, sensors/instrumentation, electrical harnesses and stab
plates;
− flow control module;
− retrievable choke;
− fasteners (including bolts, nuts, studs and cap screws);

− tree piping;
− structural frame;
− completion guidebase (flowbase);
− flowline connector;
− ROV panels & interfaces;
− installation tools, test tools and rig equipment;
− coatings;
− insulation.
Additional requirements may also be included for the following:
− CRA forgings;
− welding and weld overlay;
− assembly;
− FAT;
− handling, packing, shipping and storage.
Add to second-to-last paragraph (“This part of ISO 13628…”)
This specification addresses scope as per API 17D but does not include the following:
− subsea trees:
 TFL wye spool;
 electric actuated trees.
− subsea wellheads;
− mudline suspension systems;
− drill-through mudline suspension systems;
− miscellaneous equipment.
2 Normative references
Add to clause
API 6A:2010 Specification for Wellhead and Christmas Tree Equipment

API 6AV1 Specification for Validation of Wellhead Surface Safety Valves and Underwater
Safety Valves for Offshore Service
API 17D:2011 Design and Operation of Subsea Production Systems – Subsea Wellhead and tree
equipment

API RP 17N Recommended Practice for Subsea Production System Reliability and Technical
Risk Management
API TR 17TR7 Verification and Validation of Subsea Connectors
ASTM A370 Standard Test Methods and Definitions for Mechanical Testing of Steel Products.
DIN 3015 Fastening clamps – Block clamps
DNVGL-RP-0034 Steel forgings for subsea applications
DNVGL-RP-B202 Steel forgings for subsea applications – quality management requirements.
DNVGL-RP-O101 Technical documentation for subsea projects
ISO 8434-2 Metallic tube connections for fluid power and general use – Part 2: 37° flared
connectors
SAE J514 Hydraulic Tube Fittings – Part 1: 37° Flared Fittings
3 Terms, definitions, abbreviated terms and symbols
3.2 Abbreviated terms and symbols
Add to subclause
AAV annulus access valve

AVV annulus vent valve
CP cathodic protection
CIV chemical injection valve
IWCV intelligent well completion valve
JIC joint industry council
LCP lower crown plug
LP low pressure
P&ID process & instrumentation diagram
PCV production choke valve
PIV production isolation valve
PTT pressure temperature transmitter
SCM subsea control module
SDSS super duplex stainless steel
SFC steel forging class
SV safety valve
TH tubing hanger
THAID tubing hanger annulus isolation device
THS tubing head spool
TRL technology readiness level
UCP upper crown plug
XO cross-over

4 Service conditions and production specification levels
4.2 Product specification levels
Replace second paragraph with
Components of equipment shall be designed and manufactured suitable for API 17D PSL 3G service.
Selected component and final tree assembly gas testing requirements shall be as specified in 6.3.
5 Common system requirements
5.1 Design and performance requirements
5.1.1 General
5.1.1.1 Product capability
Add to subclause
The equipment supplier shall provide the technology readiness level (TRL) of each major subassembly, in
accordance with the requirements of API RP 17N.
5.1.2 Service conditions
5.1.2.2 Temperature ratings
5.1.2.2.1 Standard operating temperature rating
Add to subclause after third paragraph
To account for Joule-Thomson cooling, pressure-containing and pressure-controlling metal components

downstream of the production choke shall be subjected to Charpy impact testing at or below -46 °C (-50 °F)
per ASTM A370, with acceptance criteria for carbon and low alloy steel in accordance with DNVGL-RP-0034.
Other materials should be tested at or below -46 °C (-50 °F) per ASTM A370, with acceptance criteria from the
relevant industry standards for that material. This shall include the choke body and out to and including, the
tree tie-in hub, flange or connector, and shall include components such as actuator bonnets, stems and bonnet
bolting. This subclause does not apply to actuator components outboard of the bonnet.
5.1.2.3 Material class ratings
5.1.2.3.2 Material classes
Add to subclause
a) Pressure-containing components exposed to well bore fluids in the production flow path shall be material
class HH (including and up to the XOV) as detailed below, with the exception of SDSS components as
detailed in 5.1.2.3.2 d).
1) For a vertical tree:
− the full production bore above the PSV, up to and including the tree cap seal surface.
2) For a horizontal tree:
- the tubing hanger bore below the lower crown plug;
- the tubing hanger bore between the two crown plugs;

- the tubing hanger bore above the upper crown plug, up to and including the tubing hanger running
tool seal surface;
- penetrations into the tree and tubing hanger between the upper and lower crown plugs and
associated isolation valve may be material class EE.
3) If specified by the purchaser in the data sheet, the annulus shall be uprated to HH as follows:
- for Annulus Configuration #1: between XOV, AWV & AVV;
- for Annulus Configuration #2: between XOV, AMV, AWV & ASV.
b) Except as modified by 5.1.2.3.2 a) 3), the annulus and other pressure-containing components within the
annulus flow path shall be material class EE. All metal-to-metal sealing surfaces on pressure-containing
or pressure-controlling components shall be manufactured from, or inlaid with, a corrosion-resistant alloy.
c) Chemical injection ports into the production flow path shall be material class HH out to and including the
isolation, except for chemical injection porting through the tubing hanger, which shall be material class
EE. All other chemical injection ports shall be material class EE out to and including the isolation.
d) SDSS is acceptable to be used for sensor flanges and housings, flow loops and small bore injection
isolation valves where project specific fluid properties allow.
5.1.4 Miscellaneous design information
5.1.4.8 Cathodic protection
Add new subclause
5.1.4.8.4
Cathodic protection (CP) design shall take into account all connected items not having an independent CP
system. A CP system shall be provided on the tree frame, tubing head frame and completion guidebase. The
CP system of each assembly shall provide protection to one half of flying leads and well jumpers connected
to that assembly. Well drain current shall be allocated to the lowermost assembly in the stack up.
Add new subclause
5.1.4.8.5
The CP system shall be designed for the design life only, with no provision for an additional period when the
CP system is active prior to operation (e.g. wet storage).
Add new subclause
5.1.4.9 Electrical continuity
Designs shall ensure electrical continuity by provision of continuity bonding among assembled components of
subsea equipment, which are protected by the CP system. Any components constructed of metals not
compatible with applied CP levels shall be electrically isolated from the CP system, unless equipped with
alternative measures such as high-performance coatings.
The anti-fouling properties of copper based alloys shall be considered ineffective where they have continuity
with the CP system. In particular, copper filters on sea chests shall be isolated from the CP system.
Components constructed of alloys resistant to seawater corrosion under the anticipated service conditions
(including temperature, galvanic and crevice affects), shall not require electrical continuity with the CP system
but may be connected to it.

The CP system shall be designed so that vibration does not cause continuity faults.
Non-welded connections within component assemblies shall be tested to verify electrical continuity or electrical
isolation as appropriate. Acceptance criteria detailed in API 17D, 5.4.8 shall be fulfilled.
Add new subclause
5.1.4.10 Monitoring
Designs shall facilitate monitoring of CP potentials of subsea equipment and anode wastage using ROV
equipment. The CP monitoring location shall be identified to provide a representative potential and shall not
be located immediately adjacent to an anode. This may be an uncoated patch on the tree frame which provides
a contact point for an ROV CP probe.
5.1.7 Validation testing
5.1.7.1 Introduction
Add to subclause
Supplementary validation requirements are defined in Annex P and shall be applied as follows:
− For new products and substantive changes (as defined in API 17D, 5.1.7.2), validation should conform to
API 17D 5.1.7 as amended by Annex P. Where validation is performed in full compliance with the
recommendations of Annex P, it shall be accepted by the purchaser without further clarification.
− For existing products, if requested by the purchaser, the supplier shall undertake a gap analysis of the
validation basis against the provisions of Annex P. The gap analysis shall record any deviations from the
recommendations of Annex P.
5.2 Materials
5.2.1 General
Add to subclause
Materials in contact with wellbore fluids, injection fluids, control fluids, workover and drilling fluids, test fluids or
seawater shall, by design, be chemically compatible with the fluids to which they are exposed.
5.2.2 Material properties
Replace second paragraph with
Carbon and low alloy steel forgings shall comply with DNVGL-RP-0034 and DNVGL-RP-B202, for the
components and steel forging class (SFC) levels given in Table 38.
Material certification shall be per EN 10204 level 3.1.

Table 38 - Steel forging class level
Component SFC level

tree/tubing head spool valve blocks 2
valve/choke bodies 2
valve/choke bonnets 1
tubing hanger body 2
tree cap 1
tree/tubing head spool connector 2
Add new subclause
5.2.6 Seal requirements
Static seals assembled and tested at the factory do not require a secondary seal element (e.g. bonnet gasket,
BX gasket).
Wellhead gaskets, flowline connection gaskets and valve gate to seat seals do not require a secondary seal
element.
All other metal-to-metal seals shall have a secondary seal element which may be non-metallic (e.g. production
seal stabs, tubing hanger OD seals) and may be combined into one sealing assembly.
Seals shall not be considered as metal-to-metal unless the metal-to-metal sealing element has been validated
independently of any non-metallic element.
Non-metallic seals made-up subsea shall have a secondary non-metallic seal element, except for:
− isolation sleeve seal to wellhead; and
− where there may be issues due to hydraulic lock or trapped pressure.
Pressure-containing seals on permanent equipment shall be metal-to-metal, except as per the examples below
where non metal-to-metal seals are acceptable:
− For vertical tree systems, non-metallic seals may be used for a pressure-containing tree cap, tubing head
spool isolation sleeve and tubing hanger external seals.
− For horizontal tree systems, non-metallic seals may be used for the XT isolation sleeve and the TH seal
above gallery.
− Valve and choke stem primary seals may be thermoplastic. Secondary seals may be thermoplastic or
encapsulated elastomeric seal.
5.4 Quality control
5.4.1 General
Add to subclause
Purchaser inspection and surveillance requirements shall be in accordance with IOGP S-561Q.

For those components not covered by this document or other purchase order requirements, equipment specific
quality requirements shall comply with the supplier’s written specifications and associated quality plans and
inspection and test plans as agreed with the purchaser.
Add new subclause
5.4.9 Interface testing
Where tooling can be affected by coating or insulation proximity, interface verification shall be performed after
coating or insulation is applied.
Add new subclause
5.7 Documentation
Documentation shall be provided by the supplier in accordance with IOGP S-561L and only the document
definitions of DNVGL-RP-O101.
6 General design requirements for subsea trees and tubing hangers
6.1 General
6.1.1 Introduction
Add to subclause
Tree systems shall be designed for a 25 year life (inclusive of pre-production wet storage and post-production
prior to abandonment).
6.1.2 Handling and installation
Replace second sentence of second paragraph with
All equipment assemblies shall be balanced within 1° in the as-run condition.
Add to subclause
Eccentrically loaded (unbalanced) equipment shall be balanced within 1° when made up to offset running tool.
6.1.3 Orientation and alignment
Add to subclause
The supplier shall ensure that the system tolerances enable initial orientation and alignment while
simultaneously protecting seal and seal surfaces during landing, entering or mating of the equipment
packages.
6.1.6 Safety
Add to list
− Pre-installation seal change out should not require working under hanging loads.
− An anti-skid or non-slip surface should be provided on all surfaces where a foothold is required during
assembly, testing and pre-installation activities.

− A method should be provided to positively verify that pressure is vented in cavities after onshore and pre-
deployment pressure tests, with specific focus where there is a risk of projectile launch of components
(e.g. pressure trapped between TH plugs in HXT).
6.2 Tree valving
6.2.1 Master valves, vertical tree
Add to subclause
The production (injection) master valve shall be integral to the tree body and shall be actuated fail-closed.
The annulus master valve shall be integral to the tree body and shall be actuated fail-closed.
6.2.2 Master valves, horizontal tree
Add to subclause
The production (injection) master valve shall be integral to the tree body and shall be actuated fail-closed.
The annulus master valve shall be integral to the tree body and shall be actuated fail-closed.
6.2.3 Wing valves, vertical tree
Add to subclause
The production (injection) wing valve shall be integral to the production wing block or the tree body and shall
be actuated fail-closed.
The annulus wing valve shall be integral to the annulus block or the tree body and shall be actuated fail-closed.
6.2.4 Wing valves, horizontal tree
Add to subclause
The production (injection) wing valve shall be integral to the production wing block or the tree body, and shall
be actuated fail-closed.
The annulus wing valve shall be integral to the annulus block or the tree body, and shall be actuated fail-closed.
6.2.5 Swab closures, vertical and horizontal tree
Add to subclause
On vertical trees, provision shall be made for swab valves to be manually or hydraulically actuated in workover
mode. The purchaser shall specify this in the data sheet.
6.2.6 Crossover valves
Replace subclause with
There shall be an actuated fail-closed crossover valve.

6.2.7 Tree assembly pressure closures
Add to subclause
A production isolation valve (PIV) is a valve that can isolate the production flow and is downstream of the
production choke.
Provision shall be made for inclusion of either a manual or remotely actuated PIV. The purchaser shall specify
in the data sheet if a PIV is required and whether it is manual or remotely actuated.
An annulus vent valve (AVV) is a valve that provides a second pressure closure (in addition to the XOV) to
production flow, in case of XOV connection to the annulus side outboard of the AWV (refer to Annulus
Configuration #1 in Figure 1, Figure 2 and Figure 3).
Provision shall be made for inclusion of either a manual or remotely actuated AVV. The purchaser shall specify
in the data sheet if an AVV is required and whether it is manual or remotely actuated. The AVV shall be integral
or bolted to the annulus wing block. Service line tie-in requirements are not covered by this specification as
these are project specific defined items.
Provision shall be made for at least two closure devices between the pressure and temperature transmitter
(PTT) closest to the well annulus and the production bore. Refer to Annulus Configurations #1 and #2 in Figure
1, Figure 2 and Figure 3.
6.2.8 Production (injection) and annulus flow paths
Add to subclause
Provision shall be made for two options for crossover access into the production bore. The purchaser shall
specify on data sheet either:
− inboard of the PWV; or
− between the PWV and production choke valve (PCV).
Provision shall be made for two options for crossover access into the annulus bore; refer to Figure 1, Figure 2
and Figure 3. The purchaser shall specify in the data sheet either:
− between the AWV and AVV (Configuration #1); or
− inboard of the AWV (Configuration #2).
Standard tree configurations are included in 6.2.9 and replace API 17D figures as follows:
− Figure 1 (replaces API 17D Figure 1);
− Figure 2.1 (replaces API 17D Figure 2);
− Figure 2.2 (also replaces API 17D Figure 2); and
− Figure 3 (replaces API 17D Figure 3).
6.2.9 Production and annulus bore penetrations
Add to subclause
Options for production and annulus bore chemical injection penetration isolation valves [replacing Figure 4 a)
and b) of API 17D] shall be as follows. The purchaser shall specify selected options in the data sheet:

a) A single remotely actuated gate valve plus a check valve located between this valve and the bore. Both
the check valve and gate valve shall be integral or bolted to the block.
b) Two remotely actuated gate valves plus a check valve located between the first valve and the bore. One
gate valve shall be integral or bolted to the block. One may be panel mounted.
c) Two remotely actuated gate valves. One gate valve shall be integral or bolted to the block. One may be
panel mounted.
There may be one block elbow bolted to the block between the block and isolating valve.

Replace Figure 1 with
NOTE 1 Optional Annulus Configuration #1 and #2.
NOTE 2 Optional flow control module (FCM).
Figure 1 – VXT dual-bore on a subsea wellhead
NOTE Figure 1 shows fully populated options. The downhole function number may be reduced for Figure 1 (refer to
6.6.4) and alternative chemical injection isolations may be specified (refer to 6.2.9). Refer to the data sheet and project
P&ID for requested type and number of functions (sensors, injection points, etc.).

Replace Figure 2 with Figure 2.1 and Figure 2.2
Figure 2.1 – VXT monobore on tubing head spool (THS)
NOTE Figure 2.1 shows fully populated options. The alternative downhole function number (refer to 6.6.4) and chemical
injection isolations (refer to 6.2.9) may be specified for Figure 2.1. Refer to the data sheet and project P&ID for requested
type and number of functions (sensors, injection points, etc.).

Figure 2.2 – VXT monobore on a subsea wellhead
NOTE Figure 2.2 shows fully populated options. The alternative chemical injection isolations may be specified (refer to
6.2.9). Refer to the data sheet and project P&ID for requested type and number of functions (sensors, injection points,
etc.).

Replace Figure 3 with
Figure 3 – Horizontal tree on a subsea wellhead
NOTE Figure 3 shows fully populated options. The alternative chemical injection isolations may be specified (refer to
6.2.9). Refer to the data sheet and project P&ID for requested type and number of functions (sensors, injection points,
etc.).
Delete Figure 4
Delete Figure 5

6.2.11 Downhole chemical-injection line penetrations
Replace subclause with
Downhole chemical injection isolation valves (replacing Figure 5 of API 17D) shall be the same as defined in
6.2.9.
6.3 Testing of subsea tree assemblies
6.3.2 Factory acceptance testing
Add to subclause
Valves, including small bore injection isolation valves (including check) and chokes, shall be PSL 3G tested in
accordance with API 17D, 5.4.6. There is no requirement for:
− gas back seat testing;
− gas testing of valves in hydraulic circuits; and
− repeat of gas testing already performed at the sub-assembly level.
The tubing hanger interface with XT/THS does not require gas testing at XT/THS assembly FAT.
Production and gas injection tree final assemblies shall be submerged gas tested. The hold period for this test
shall be 1 h after stabilization from submersion. Acceptance criteria shall be no bubbles during the hold period.
Add new subclause heading
6.6 Tree configurations
Add new subclause
6.6.1 Pressure and temperature sensors
XTs shall include provision for a single housing in the following locations. The purchaser shall specify the exact
sensor population in the data sheet:
− between PMV and PWV;
− production bore downstream of choke;
− between AMV and AWV; or
− outboard of AWV (Configuration #1, can be out-with wing block) or inboard of AMV (Configuration #2).
Single housings shall allow for either single or dual sensor elements.
The gap between the sensor nose and the associated port shall be sized to avoid vortex induced erosion.
Add new subclause
6.6.2 Thermally induced pressure changes
Pressure integrity shall not be compromised due to thermally induced pressure changes in trapped volumes.
All trapped volume analysis shall account for the various fluid properties contained therein. Areas requiring
analysis shall include:

− isolated chambers used for testing secondary barriers (e.g. gasket test chambers);
− the cavity between crown plugs in HXT and the area above the swab valves but below the tree cap in a
VXT;
− other areas which may be isolated (e.g. between valves on the XO loop and areas between dual seals);
and
− unused, plugged off or isolated functions (e.g. unused downhole penetrations).
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6.6.3 Blockage avoidance
The production tree should be configured to minimize the possibility of hydrates forming by implementing the
following:
− minimize the length of dead leg bores that intersect the production flow path;
− orient injection ports and gauge bores to be self-draining. Horizontal penetrations shall enter into the top
half of the bore, i.e. at or above the 9 and 3 o’clock positions, to be considered self-draining.
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6.6.4 Chemical injection/control line provision
The tree shall include provision for the following functionality. Features not required may be blanked, or not
machined.
Downhole control and chemical injection:
− For all tree types: 7 off downhole lines (valve and porting to be as a minimum, equal to 3/8 in tubing) and
2 off electrical or fibre optic lines; or
− For dual bore VXT, total number of downhole functions may be reduced; or
− For monobore VXT on THS, if specified by the purchaser in the data sheet: 9 off downhole lines (valve
and porting to be as a minimum, equal to 3/8 in tubing) and 1 off electrical line.
Chemical injection:
− Hydrate inhibition lines (3/4 in valve with 3/4 in bore port minimum):
 Between PMV and PWV;
 Outboard of PWV or PCV.
− 2 off chemical injection lines between PWV and PCV (valve and porting to be as a minimum, equal to
1/2 in tubing).
− For subsea tree cap injection, see 7.13.1.4.

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6.6.5 Drill through requirement
The purchaser shall specify in the data sheet if drill through is required. When required, the HXT/THS with
SCM, sensors, etc. shall be suitable for through bore drilling of bottom hole sections using a 12 1/4 in bit.
During drilling or other downhole operations, protection of the HXT/THS internals, such as seal areas and
landing/locking profiles for the TH, shall be provided by means of a bore protector.
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6.6.6 Horizontal tree systems
An access port to the cavity between the crown plugs shall be provided. The following functions and features
shall be assigned to this port:
− Flow-by area when setting the upper crown plug.
− Test port to verify the sealing ability of crown plugs and potential bleeding of the cavity between the upper
and lower crown plugs. Test line to be fitted with an ROV operated isolation valve.
− Test line shall be tolerant for debris with respect to bleed back of contaminated fluid during setting of
plugs. Debris tolerance may be addressed using downward drilled ports in TH body and gate valves rather
than needle valves.
Access to the TH gallery seal shall be provided:
− Test port to test the sealing ability of penetrators and upper and lower gallery seals.
− Pressure monitoring/potential bleeding of the cavity to be performed by ROV; online monitoring is not
required.
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6.6.7 Insulation provision
The tree system geometry shall provide the facility for thermal insulation.
7 Specific requirements – Subsea-tree-related equipment and sub-assemblies
7.3 Threaded connections
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Threaded connections shall not be used on chemical injection lines for any of the permanently installed
equipment. Hydrate inhibition lines not accessing tree bores may be threaded (e.g. wellhead connectors).
7.5 Studs, nuts and bolting
7.5.5 Make-up torque requirements
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Where coatings are used that are not specified in Annex G for bolt torque make-up, the supplier shall validate
that the coefficient of friction values used are correct for the application.

For pressure-containing bolting, a process shall be employed to ensure indication of proper bolt make-up after
initial assembly and again after shell test.
7.8 Tree connectors and tubing heads
7.8.1 General
7.8.1.2 Tree/tubing head spool connectors
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The tree/tubing head spool connector design shall include:
− provision for hydrate prevention and inhibition for connectors; the purchaser shall specify in the data sheet
if this is required; and
− the ability to replace the connector gasket without retrieving the connector to the surface.
The test port shall be fitted with an ROV operated valve to provide the ability to test the connector gasket
sealing. The valve shall have a pressure rating corresponding to the rating of the tree system.
7.8.2 Design
7.8.2.2 Load/capacity
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Performance requirements for normal, extreme and survival loads shall be in accordance with API TR 17TR7.
The supplier shall provide system and connector capacities for normal, extreme and survival loads.
7.8.2.4 Secondary release
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The connector shall include a secondary unlock system independent of the primary system.
The secondary unlock system shall be designed such that the connector will not unlock upon exposure of the
unlock line to environmental pressure.
The secondary unlock force capacity shall be the same as, or greater than, the primary unlock force.
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7.8.4 HXT/THS isolation sleeve
The isolation sleeve isolates the wellhead to the HXT/THS in order to enable the pressure test of the 18 ¾ in
wellhead gasket with a minimal volume.
The following design requirements shall apply:
− The isolation sleeve shall provide pressure sealing above the wellhead gasket (in the spool/body) and
below (in the wellhead system).
− The isolation sleeve shall be capable of withstanding HXT/THS working pressure internally and externally.

7.10 Valves, valve blocks and actuators
7.10.2 Design
7.10.2.1 Valves and valve blocks
7.10.2.1.1 General
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Valves, including small bore injection isolation valves (including check), shall be designed, manufactured and
tested as suitable for API 6A/API 17D PSL 3G service.
Tree gate valves in production and crossover bores (excluding chemical injection valves) shall be designed to
operate in accordance with the “sandy service” classification. These valves shall conform to API 6AV1 Class
II.
Gate valves shall be designed to seal bi-directionally.
Large actuated gate valves (2 1/16 in nominal bore and larger) shall accommodate ROV linear override.
Penetrations shall not be permitted for the purpose of greasing, back seat testing or for testing secondary stem
seals.
Stem seals shall be designed to function under all combinations of the supplier’s internal and external pressure
ratings, including pressure changes experienced during deployment. Where pressure may become trapped
between seals, the design shall ensure the pressure can be relieved without damaging the seals or adversely
affecting valve function.
7.12 Re-entry interface
7.12.1 General
7.12.1.3 Integral or non-integral
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The upper hub/mandrel shall be integral to the tree spool/block.
7.12.2 Design
7.12.2.2 Re-entry interface upper connection/profile
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The mandrel design shall conform to the following:
− For a horizontal tree/THS, the upper mandrel shall be a 27 in H4 profile.
− H4 mandrels should be designed to accept a contingency gasket that seals in a different location than the
primary gasket.
− On HXT/THS, the mandrel shall facilitate a funnel down BOP connector with swallow of 1 040 mm (41 in)
below mandrel top and diameter of 1 730 mm (68 in).

7.13 Subsea tree cap
7.13.1 General
Replace subclause heading with
7.13.1.2 Non-pressure-containing tree cap (debris cap)
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The debris cap shall:
− cover and protect the tree/THS re-entry mandrel;
− be mechanically set and latch; and
− accommodate use of a subsea corrosion inhibitor.
If a parking spot for the debris cap is included in the tree, it shall provide a method of securing the cap to
prevent movement. Load cases shall include transportation, handling, installation and accidental conditions.
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7.13.1.4 VXT pressure-containing tree cap and tooling
The tree system shall be designed to enable circulation through the vent lines to be certain that there is no
trapped pressure before removal. This may be achieved in the tree cap or through porting into the cavities
below the tree cap.
The tree cap shall be capable of wire, drill pipe or ROV installation and retrieval including sufficient overpull
during installation and pulling margin during retrieval. Combinations of these methods are acceptable. The
supplier shall provide normal and maximum retrieval load capacity.
Production and annulus bores shall be individually isolated by the tree cap, if specified by the purchaser in the
data sheet.
7.15 Tree-guide frame
7.15.1 General
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The requirements of this section shall also apply to the THS guide frame/structural frame.
7.15.2 Design
7.15.2.1 Guidance and orientation
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The tree (or tree running tool) shall allow for ROV guidance for wire installation.
The tree/THS connector and guide funnel angles shall be designed to prevent contact with the ring gasket
(where previously placed on top of the mandrel) during installation to accommodate misalignment up to 3°.

7.15.2.2 Handling
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The tree or separate structure shall accommodate fastening for transportation including sea-fastening.
7.15.2.3 Loads
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All pressure-containing components up to the second well barrier (PWV/AWV) shall be protected or designed
to tolerate dropped object impact loads as per API 17A. Shipping and handling protection shall be provided.
7.17 Tree piping
7.17.1 General
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The requirements for this section shall also apply to piping on the completion guide base and THS.
7.17.2.3 Tree piping flowloops
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Crossover piping shall be a minimum of 2 in nominal schedule XXS. When crossover is drilled in the forged
body, the minimum ID shall be 38,1 mm (1,50 in).
7.20 Tree-mounted hydraulic/electric/optical control interfaces
7.20.2 Design
7.20.2.2 Size and pressure
Replace first sentence with
All pipe/tubing/hose shall be 10 mm (0,375 in) diameter or larger.
7.20.2.6 Small bore tubing and connections
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a) For specific chemical injection requirements, refer to 7.3.

7.20.2.6 items e) to i) also apply to chemical injection tubing.
b) Mechanical connections shall provide leak tight performance for the life of the field and shall be validated
for relevant load cases including vibration from transportation, shock loads, pressure fluctuations and
production loadings. Solutions may be achieved by one of the following:
− a cone and threaded metal-to-metal axially loaded non-rotating seal face fitting with anti-vibration
collet;
− 37º cone seal (JIC) fittings, conforming to SAE J514 (ISO 8434-2);
− twin ferrule compression fittings.
c) Rotational back-off preventative measures shall be used at all mechanical fittings. Tubing runs shall be
secured to prevent rotation of the tube and unthreading of the fitting. Coned and threaded tube anti-

vibration collars alone do not meet this requirement. Other anti-vibration methods may be utilized as long
as they have been tested and proven to be effective at resisting backing off.
d) Tubing runs to tree connectors shall be accessible so that they can be cut by an ROV to release locked
in fluid.
e) Transitions between tubing of differing wall thicknesses shall be minimized. Where required, transitions
between tubing of different wall thickness shall be achieved using a purpose built transition adaptor.
f) Tubing shall be seamless.
g) Tubing joints shall be butt-welded using automated welding equipment. Tubing unions with mechanical
fittings shall not be allowed except for LP return lines or bulkhead union. Socket weld connections shall
not be used.
h) Tubing runs shall be supported with sufficient quantity of appropriate clamps as defined in Table 39.
Clamps shall conform to DIN 3015.
i) Tubing runs shall be one piece from starting point to ending point wherever possible.
Table 39 - Maximum allowable distance between tubing clamps
Tube OD Maximum allowable

distance
mm in mm in
10 to 12 3/8 to 1/2 600 24
14 to 22 5/8 to 7/8 1000 40
25 1 1 500 60
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7.20.2.11 Secondary release
Where horizontal hydraulic/electric/fibre optic penetrations are required between the HXT and TH, a secondary
release mechanism shall permit disengagement of the penetrator in the event of a malfunction which prevents
normal (linear) retraction of the stem.
7.21 Subsea chokes and actuators
7.21.1 General
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Chokes shall be designed, manufactured and tested as suitable for API 6A/API 17D PSL 3G service.
Subsea chokes shall be ROV insert retrievable type, unless the choke is mounted on a retrievable package
(e.g. flow control module).
The choke insert locking mechanism shall have a secondary release feature or ROV access for cutting in a
clamp arrangement.
Chokes shall have dual independent methods of measuring choke position, one of which may be an external
visual indicator. It shall be possible to locally override the choke position without breaking the pressure
containing envelope.

9 Specific requirements – Subsea tubing hanger system
9.1 General
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Horizontal tree type tubing hangers shall be of dual crown plug design. For a horizontal tree type tubing hanger,
the orientation feature should allow the tubing hanger to be installed from any heading.
9.2 Design
9.2.1 General
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The TH lock down mechanism shall be designed to prevent the TH actuator ring moving as a result of any
loads acting on the TH. A secondary mechanical locking arrangement shall be incorporated into the TH
actuator ring.
Impact load of the pin/key onto the helix/slot shall be checked to ensure that torque loading on the helix or
strength of the pin is not exceeded. Installation loads capacity of the pin onto the helix shall be provided by the
supplier.
The tubing hanger shall allow for the ability for recut of, or re-establishment of, the thread.
The tubing hanger design shall provide a method of protecting hydraulic lines and electrical through
penetrations at the bottom of the tubing hanger. On vertical dual bore systems in the wellhead, provision for
protection may not be possible due to the casing hanger interface, in which case protection prior to running
shall be provided.
Small-bore tubing connections to the bottom of the hanger shall be designed to prevent the tubing from backing
off.
Hydraulic and chemical injection lines on the hanger shall prevent water ingress if disconnected and shall
maintain pressure in the downhole lines. The SCSSV line shall vent. Couplers on HXT systems may retain
pressure when not mated to allow pre-charge of SCSSV valve for installation/circulation purposes.
The running profile rated load capacity shall be the same or greater than the production tubing connection load
capacity. The supplier shall provide running profile rated load capacity.
9.2.2 Loads
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The TH should resist rotational torque of 47 500 Nm (35 000 ft lbs). This is to accommodate built up torque
when setting the hanger, especially in deviated wells. The supplier shall provide the rated rotational load
capacity.
9.2.9 SCSSV and chemical-injection control-line stab design
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For a VXT, where a spring loaded relief valve is utilized on the SCSSV line, it shall not maintain a pressure
within the SCSSV circuit of more than 6,9 bar (100 psi) above ambient when vented to sea.
It shall be possible to lock open the SCSSV during installation of the TH.

9.2.10 Miscellaneous tools
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9.2.10.1 HXT TH isolation sleeve
A TH isolation sleeve shall provide isolation of the production outlet to allow circulation of the production string
during running/retrieval.
The following design requirements shall apply:
− TH isolation sleeve shall be locked in place; and
− TH isolation sleeve rated working pressure shall be the same as the tree system rated working pressure.
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9.2.10.2 HXT TH protection sleeve
During downhole operations, adequate protection of the TH internals such as seal areas and landing/locking
profiles shall be provided by means of a wire-line deployed protection sleeve.
This shall allow free passage of subsequent wire-line tool strings with smooth transitions to the bore. The
protection sleeve shall be suspended and locked in the TH.
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9.2.11 Tubing hanger annulus isolation device
The tubing hanger annulus isolation device (THAID) is a temporary barrier element, replacing the annulus
wireline plug during well construction and workover for tubing hangers installed in a wellhead.
The THAID shall:
− provide isolation of the annulus flowpath through the tubing hanger and shall seal against full RWP of the
tubing hanger from above and below in the closed position;
− be operable closed to open with differential pressure of RWP from below, without compromising sealing
capability;
− be operable by an ROV or by the workover control system. The THAID shall not be operable by the
production control system. The THAID shall be operable during land out of the tubing hanger with BOP
installed on wellhead, and with tree installed on wellhead;
− be fail as-is or fail close. Application of pressure from above or below shall not result in unintentional
operation;
− have a secondary actuation method;
− be capable of remaining open for the majority of its life and still function at the end of its design life.
The annulus porting through the tubing hanger shall have a minimum flow-by area of 137,16 mm2 (1 in2), with
the THAID in the fully open position.

Add new annex
Annex P (new)
(informative)
Validation testing
P.1 Introduction
This annex has been prepared to offer guidance with respect to validation testing. It addresses clarifications
and informative additions to API 17D validation testing and should be read concurrently with API 17D, 5.1.7.
The intent is to provide a preferred interpretation of API 17D validation testing requirements.
The stated requirements are value adding practice for validation of new products or re-validation of existing
products due to a substantive change. The requirements of Annex P should not be used as justification for re-
validation of existing products.
P.2 General
Pressure cycles, temperature cycles and endurance cycles should be performed as specified in API 17D, in a
cumulative test using one product without changing any seals or components.
Grease, sealant or lubricant should not be used to mask defects in sealing systems. Lubricants can be used
to aid in the assembly and break-in period of the equipment.
In the event of failure during validation testing, resulting in modification to fit, form or function, or replacement
of components, testing should restart from a point in the test sequence which ensures that affected
components are subjected to the full test sequence.
P.3 Temperature cycling tests

Objective evidence should not be utilized as an alternative to testing.
P.4 Life-cycle/endurance testing
P.4.1 General
All valves, seals and other components whose operation may be affected by external hydrostatic pressure
should be tested in a hyperbaric chamber. If a component does not fit in a hyperbaric chamber, the test can
be performed in a suitable test fixture simulating hyperbaric pressure.
Validation testing should include accurate simulations of all design loads and service conditions to the extent
practical. The source of these loads can be either from environmental effects or other interfacing equipment.
Except where explicitly stated in the following clauses, validation should be performed in a cumulative test on
one product without:
− maintenance;
− addition of a lubricant or sealant;
− changing of any seals or components; or
− disassembly for the duration of the testing.
Pressure and temperature stabilization requirements should be in accordance with API 6A, F.1.10.

P.4.2 Seals
Primary seals exposed to well bore and associated secondary seals, either metal-to-metal or non-metallic,
should be validated in accordance with API 17D Table 3 as seals “exposed to well bore in production”.
Validation should also follow the intent of the API 6A, Annex F PR2 sequence as follows. This will satisfy the
200 pressure/load cycle tests and 3 temperature cycle tests of API 17D, Table 3.
a) Before performing all testing described below, the seal should undergo FAT including a gas test performed
at room temperature. Test pressure is rated working pressure and the hold period is 15 minutes.
b) Pressure and temperature cycles per API 6A, F.1.11.
c) 200 pressure cycles at room temperature per API 17D, 5.1.7.4.
d) Steps b) and c) can be performed in either order.
e) Gas test performed at room temperature. Test pressure is rated working pressure and the hold period is
15 minutes.
f) Seals should be validated with hyperbaric testing in accordance with API 17D, Annex L where the seal is
exposed to external hydrostatic pressure, and the seal, surrounding geometry or tolerances are
asymmetrical.
Acceptance criteria for seals should be in accordance with API 17D, 5.4.6.2.3 for PSL 3G equipment.
Acceptance criteria for minimum/maximum temperature tests should be in accordance with API 6A, F.1.6.3 c).
Seals that are identical in function but different in size, shape or configuration should be validated separately.
Bi-directional seals should follow the full test sequence from both directions if the seal in question will be
exposed to pressure variations from both directions by design. Where the bi-directional seal, surrounding
geometry and tolerances are symmetrical, the full test sequence may be performed in one direction only.
Unidirectional seals should be validated from the primary pressure direction. At the beginning and the end of
the validation test, it should be proven that the seal relieves pressure from the reverse direction, if this function
is required by the design.
P.4.3 Subsea valves
P.4.3.1 General
The following testing requirements apply to all subsea valves, both manual and actuated, that are exposed to
wellbore fluids.
All valve validation testing should be conducted on a single valve without:
− maintenance;
− addition of lubricant or sealant; or
− replacement of any seals or components for the duration of the testing.
The valve should not be disassembled for any reason during testing.
The valve and hydraulic actuator assembly performance limits should be validated in accordance with criteria
given in API 17D, 7.10.4.1.3.
Pressure testing should be conducted in one direction only and should be performed in the expected direction
of flow. This direction should be consistent throughout all testing, with the exception of final bi-directional low-

pressure seat test for gate valves as specified in API 6A, F.2.3.3.15 and FAT gas seat test as specified in
API 17D, 5.4.6.2.3.
Secondary stem seals should be independently tested in accordance with API 17D, 5.1.7.2.
Valve validation testing should meet API 17D requirements as follows (see Table P.1):
a) Before performing all testing described below, the valve should undergo FAT per API 17D, 5.4.6.
b) PR2 sequence, as per API 6A, F.2.3 for PR2 valves. This will satisfy 200 of the 600 endurance cycles
and the 3 temperature cycles detailed in Table 3.
c) 200 hyperbaric cycles, in accordance with API 17D, Annex L and 7.10.4.1.3. This will satisfy the 200
pressure/load cycles and 200 of the 600 endurance cycles detailed in API 17D, Table 3.
d) 200 endurance cycles, as per API 6A, F.2.2.2.2 except that the number of cycles should be 200. This will
complete the 600 endurance cycles detailed in API 17D, Table 3.
e) After performing all testing described above, the valve should undergo a gas body and gas seat test in
accordance with API 17D, 5.4.6.2.2 and 5.4.6.2.3, with acceptance criteria as stated below.
Steps b), c), and d) can be performed in any order, however each step should be fully completed before
progressing to the next.
Acceptance criteria for all gas stages of validation should be in accordance with API 17D, 5.4.6.2.3 for PSL
3G equipment and for pressure-containing seals, and API 6A, F.1.6.3 for pressure-controlling seals.
For hyperbaric testing in accordance with API 17D, Annex L, there is no requirement to maintain the test
medium at 4 °C throughout the test.
The testing described in P.4.3 will satisfy the validation requirements for valve seals including those of P.4.2.
P.4.3.2 Gate valves
Tree gate valves in production and crossover bores should be validated for Class II sandy service in
accordance with API 6AV1. It is not required that the valve used for P.4.3.1 should be the same valve used for
API 6AV1 validation.
P.4.3.3 Check valves
For check valves without any penetrations running through the body wall, communicating wellbore and the
environment, 200 endurance cycles can be performed in lieu of the 200 hyperbaric cycles.
P.4.3.4 Needle valves
The validation testing of needle valves should be performed in accordance with the requirements of P.4.3.1.
There are no additional validation requirements.
P.4.4 Subsea valve actuators
P.4.4.1 General
The following general requirements should apply to valve actuators, both hydraulic and manually operated.
The actuator may be validated concurrently with valve validation testing or with a test valve or fixture that
provides the functionality and output forces/torques required of a production-style valve.

When size restrictions prevent hyperbaric validation testing of the valve and actuator simultaneously, the
actuator should be coupled with a dummy valve that replicates the valve functional loading, for all hyperbaric
validation test conditions.
Valve actuator validation testing should meet API 17D requirements as follows (see Table P.1):
a) PR2 sequence, in accordance with API 6A, F.2.5 for PR2 actuators. This will satisfy 200 of the 600
endurance cycles and the 3 temperature cycles required by API 17D Table 3.
b) 200 hyperbaric cycles, in accordance with API 17D, Annex L. This will satisfy the 200 pressure/load cycles
and 200 of the 600 endurance cycles required by API 17D, Table 3.
c) 200 endurance cycles, as per API 6A, F.2.5 step b) except the number of cycles should be 200. This will
complete the 600 endurance cycles required by API 17D, Table 3.
d) Steps a), b) and c) can be performed in any order however each step should be fully completed before
progressing to the next.
The valve position indicator should be verified such that indicator shows the true position of valve flow path.
P.4.4.2 Hydraulic valve actuators
No seal replacement, actuator redress, or disassembly should be allowed during testing.
Before testing in P.4.4.1, the actuator should undergo FAT including hydrotests at 20 % and 100 % of the RWP
of the actuator, as described in API 17D, 7.10.4.2.3 c).
P.4.4.3 Valve actuators with ROV linear override
The force required and linear travel to fully stroke and override the valve, determined with calculations and
confirmed during testing, should be measured and recorded before and after completion of testing in P.4.4.1.
Force measurement should be conducted under atmospheric conditions and the following data recorded:
a) operating force required to stroke the valve from its failed position (i.e. compress the spring) with zero
pressure in bore;
b) operating force required to fully open a fail-closed valve with RWP pressure differential across the gate;
c) operating force required to fully close a fail-open valve with RWP in the valve bore and body.
Valve signatures may be used in lieu of direct force measurement where they provide equivalent data to P.4.4.3
a), b) and c).
Either during validation testing or as a separate test, the maximum operating force (force determined by the
supplier that can be applied in the fully stroked position, without damage or deformation to any valve
component that would impair or affect performance) should be applied.
P.4.4.5 Valve actuators with ROV rotary override and manual valve actuators
Torque required, number of turns and direction of rotation to operate should be measured and recorded before
and after completion of testing in P.4.4.1. Measurement should be conducted under atmospheric conditions
as follows:
a) operating torque required to stroke the valve fully open and closed with zero pressure in the bore;
b) operating torque required to stroke the valve fully open, starting from the closed position with RWP
differential across the gate;

c) operating torque required to stroke the valve fully closed from the open position with RWP in the valve
bore and body;
d) performance of the open/close indicator should be validated against the number of turns;
e) number of turns and direction to operate.
Either during validation testing or as a separate test, the maximum operating torque (maximum rated torque
determined by supplier that can be applied in fully open and fully closed positions, without damage or
deformation to any valve component that would impair or affect performance) should be applied.
P.4.5 Tubing hanger annulus isolation device
Annulus isolation device validation testing should meet the following:
a) Individual seals should be validated by completion of the pressure and temperature sequence cycling
described in API 6A, F.1.11. This test should be performed on individual seals in a test fixture, but can be
performed in the assembled annulus isolation device where appropriate test ports are provided.
b) The annulus isolation device assembly should be validated by completion of the following test sequence,
based on API 6A, Annex F PR2 requirements. Seals may be changed out prior to the start of this test
sequence.
1) Before performing all testing described below, the device should undergo FAT including a gas body
and gas seat test per API 17D, 5.4.6.2.2 and 5.4.6.2.3.
2) Force or torque measurement, in accordance with API 6A, F.2.3.3.1, except that the measurement
should be conducted twice; once with 100 % RWP pressure differential from below and once from
above. The test fluid may be liquid.
3) Dynamic test cycles, in accordance with API 6A, F.2.3.3.2, except that the reduced number of cycles
and temperature should be maintained at 4 °C ± 1 °C throughout testing. A cycle is defined as the
device stroking from fully closed, to fully open, to fully closed. Dynamic cycles with both liquid and
gas test mediums should be performed. With a liquid test medium, 20 cycles should be performed
with 100 % RWP pressure differential from below and 20 cycles performed with 100 % RWP pressure
differential from above. With a gas test medium, 3 cycles should be performed with 100 % RWP
pressure differential from below.
4) API 6A, F.2.3.3.3 and F.2.3.3.4 should not be performed.
5) Gas seat test, in accordance with API 6A, F.2.3.3.5, except that it should be performed twice, with
the pressure differential from both above and below, and temperature maintained at 4 °C ± 1 °C.
6) Low-pressure seat test, in accordance with API 6A, F.2.3.3.6, except that it should be performed
twice, with the pressure differential from both above and below, and temperature maintained at 4 °C
± 1 °C.
7) API 6A, F.2.3.3.7 through F.2.3.3.10 should not be performed.
8) Body pressure/temperature cycles, in accordance with API 6A, F.2.3.3.11, except that steps F.1.11.3
a) through o), should be performed, the device should remain closed throughout, and the test
pressure should be applied from below.
9) Body pressure holding test, as per API 6A, F.2.3.3.12, except that the temperature should be
maintained at 4 °C ± 1 °C.
10) Gas seat test, in accordance with API 6A, F.2.3.3.13, except that it should be performed twice, with
the pressure differential from both above and below, and temperature maintained at 4 °C ± 1 °C.

11) API 6A, F.2.3.3.14 should not be performed.
12) Low-pressure seat test, in accordance with API 6A, F.2.3.3.15, except that it should be performed
twice with pressure differential from both above and below and temperature maintained at 4 °C ±
1 °C.
13) Force or torque measurement, in accordance with API 6A, F.2.3.3.16, except that the measurement
should be conducted twice: once with 100 % RWP pressure differential from below, and once from
above. The test fluid may be liquid.
All seals or other components whose operation may be affected by external hydrostatic pressure should be
tested in a hyperbaric chamber or suitable test fixture simulating hyperbaric pressure. It should be
demonstrated that the annulus isolation device, including the actuating mechanism, will function at the design
water depth.
Acceptance criteria for all gas stages of validation should be in accordance with API 17D, 5.4.6.2.3 PSL 3G
for equipment for pressure-containing seals, and in accordance with API 6A, F.1.6.3 for pressure-controlling
seals.
P.4.6 Chokes
All choke valve validation testing should be conducted on the same valve, without:
− maintenance;
− addition of lubricant or sealant; or
− replacement of any seals or components for the duration of the testing.
The choke valve should not be disassembled for any reason during testing.
The choke valve validation testing should meet API 17D requirements as follows (see Table P.2):
a) Before performing all testing described below, the choke valve should undergo FAT including a gas body
test in accordance with API 17D, 5.4.6.2.2.
b) PR2 sequence, in accordance with API 6A, F.2.7 for PR2 chokes. This will satisfy 200 of the 500
endurance cycles and the 3 temperature cycles required by API 17D, Table 3.
c) 200 hyperbaric cycles, in accordance with API 17D, Annex L. This will satisfy the 200 pressure/load cycles
and 200 of the 500 endurance cycles required by API 17D, Table 3.
d) 100 endurance cycles in accordance with API 6A, F.2.7.4 except that the number of cycles should be
100. This will complete the 500 endurance cycles required by API 17D, Table 3.
e) After performing all testing described above, choke valve should undergo a gas body test in accordance
with API 17D, 5.4.6.2.2.
P.4.7 Choke actuators
The actuator may be validated concurrently with choke validation testing or with a test choke or fixture that
provides the functionality and output forces required of a production-style choke.
Choke actuator seals should be tested in accordance with API 17D. The choke position indicator should be
verified for accurate position reading. Both mechanical and electrical (if applicable) indicator function should
be verified.

As used in the following clauses the term “endurance cycle” follows the definition for PR2 actuators (open-
close-open) and “choke actuator endurance cycle” follows the definition of API 17D, Table 3 Note e) (full-open
to full-close or full-close to full-open).
Choke actuator validation testing should meet API 17D requirements as follows (see Table P.3):
a) Before performing all testing described below, the actuator should undergo FAT including hydrotest at 20
% and 100 % of the RWP of the actuator, as described in 7.21.4.2.2.
b) PR2 sequence, in accordance with API 6A, F.2.5 for PR2 actuators. This will satisfy 400 of the 1 000
choke actuator endurance cycles and the 3 temperature cycles required by Table 3.
c) 200 hyperbaric cycles, in accordance with API 17D, Annex L. This will satisfy the 200 pressure/load cycles
and 400 of the 1 000 choke actuator endurance cycles required by API 17D, Table 3.
d) 100 endurance cycles in accordance with API 6A, F.2.5 b), except that the number of cycles should be
100. This will satisfy 200 of the 1 000 choke actuator endurance cycles required by API 17D, Table 3.
e) After performing all testing described above, the actuator should undergo FAT including hydrotest at 20 %
and 100 % of the RWP of the actuator, as described in API 17D, 7.21.4.2.2.
P.5 Product family validation

Validation of product family by API 17D scaling methods should not be used to meet equipment validation
testing requirements except for the sand slurry test, if the valves are members of a product family, as defined
in API 6AV1, and have the same geometric shape at the body cavity, gate, seat and seals.
P.6 Documentation
All validation test records should be continuous for both pressure and temperature tests (i.e. no breaks in the
recording/logging of any of the test data).
Validation testing documentation should include the following:
− validation test procedure;
− test charts;
− photographs and/or video of testing/equipment;
− signatures of testing technicians and witnesses;
− assembly and component traceability (assembly number, part numbers, revisions, serial numbers,
material, weld non-destructive examination, etc.);
− general assembly drawings of all equipment, including test equipment;
− stack-up drawing of test setup;
− validation testing report; and
− dimensional report of all critical parts before and after testing.

Table P.1 – Interpretation of API 17D Table 3 cycles for valves and valve actuators
Temperature Endurance cycling test

API 17D Table 3 requirement for Pressure/load cycling test
cycling test (total cumulative cycles)
valves and actuators
200 3 600
to be satisfied by:
API 6A F.2.3
API 6A F.2.2.2.2.1
Design validation for PR2 API 17D Annex L
Modified endurance
Validation test valves Hyperbaric testing
cycling test
200 cycles + 3 200 cycles
Gate valves 200 cycles
temperature cycles
Needle
valves Number of API
17D Table 3
200 endurance cycles 200 endurance cycles
cycles 200 endurance cycles
3 temperature cycles 200 pressure/load cycles
accumulated for
each test
API 17D Annex L
Hyperbaric testing
200 cycles
API 6A F.2.3
OR API 6A F.2.2.2.2.2
Design validation for PR2
(if design is not affected by Modified endurance
Validation test valves
hyperbaric pressure) cycling test
200 cycles + 3
200 cycles
Check temperature cycles
API 6A F.2.2.2.2.2
valves Modified endurance cycling
test
200 cycles
Number of API
17D Table 3
accumulated for
each test
API 6A F.2.5
API 6A F.2.5 b)
Modified endurance
Validation test actuators Hyperbaric testing
cycling test
200 cycles
Valve temperature cycles
actuators Number of API
17D Table 3
accumulated for
each test

Table P.2 – Interpretation of API 17D Table 3 cycles for choke valves

API 17D Table 3 requirement for Pressure/load cycling test
choke valves
200 3 500
to be satisfied by:
API 6A F.2.7
API 6A F.2.7.4
Modified endurance
Validation test chokes Hyperbaric testing
cycling test
100 cycles
Choke temperature cycles
valves Number of API
17D Table 3
accumulated for
each test
Table P.3 – Interpretation of API 17D Table 3 cycles for choke valve actuators

Pressure/load cycling test
API 17D Table 3 requirement for
choke valve actuators 1000
200 3 (choke actuator
endurance cycles)
to be satisfied by:
API 6A F.2.5
API 6A F.2.5.b
Modified endurance
Validation test actuators Hyperbaric testing
cycling test
100 cycles
temperature cycles
Choke valve Number of API
actuators 17D Table 3 400 choke actuator 400 choke actuator
200 choke actuator
cycles endurance cycles endurance cycles
endurance cycles
accumulated for 3 temperature cycles 200 pressure/load cycles
each test
Further endurance cycles as per API 6A F.2.5.b except the number of cycles
Additional testing
should be performed to reach a cumulative 1 million actuator steps

This specification supplements
API 17D:2011 Design & Operation of
Subsea Production Systems – Subsea
Wellhead and Tree Equipment, referring
sequentially to the same clause.

Supplementary Specification To API 17D Subsea Trees: December

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Supplementary Specification To API 17D Subsea Trees: December

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SPECIFICATION DECEMBER

VERSION DATE AMENDMENTS

2.0 November 2016 Issued for Use

1.0 September 2016 Initial issue

Page 1 of 39 S-561 December 2018

Table 38 - Steel forging class level ................................................................................................................... 12

Page 2 of 39 S-561 December 2018

Table 39 - Maximum allowable distance between tubing clamps .................................................................... 28

Figure 1 – VXT dual-bore on a subsea wellhead ............................................................................................. 17

Page 3 of 39 S-561 December 2018

JIP33 Specification for Procurement Documents

IOGP S-561: Supplementary specification to API 17D Subsea Trees

IOGP S-561D: Data sheet for subsea trees

Page 4 of 39 S-561 December 2018

IOGP S-561L: Information requirements specification (IRS) for subsea trees

IOGP S-561Q: Quality requirements specification (QRS) for subsea trees

b) contract documentation (e.g. purchase order);

c) user defined requirements (equipment data sheet, IRS, QRS);

e) the parent standard.

Page 5 of 39 S-561 December 2018

− tree connectors and tubing hangers;

− valves, valve blocks, and valve actuators;

− chokes and choke actuators;

− bleed, test and isolation valves;

− tree guide frames;

− tree running tools;

− tree cap running tools;

− tree mounted flowline/umbilical connector;

− tubing head and tubing head connectors;

− flowline bases and running/retrieval tools;

b) tubing hanger systems:

− flow control module;

− fasteners (including bolts, nuts, studs and cap screws);

Page 6 of 39 S-561 December 2018

− completion guidebase (flowbase);

− ROV panels & interfaces;

− installation tools, test tools and rig equipment;

Additional requirements may also be included for the following:

− welding and weld overlay;

− handling, packing, shipping and storage.

Add to second-to-last paragraph (“This part of ISO 13628…”)

 TFL wye spool;

 electric actuated trees.

− mudline suspension systems;

− drill-through mudline suspension systems;

API 6A:2010 Specification for Wellhead and Christmas Tree Equipment

Page 7 of 39 S-561 December 2018

3 Terms, definitions, abbreviated terms and symbols

3.2 Abbreviated terms and symbols

AAV annulus access valve

Page 8 of 39 S-561 December 2018

4 Service conditions and production specification levels

4.2 Product specification levels

Replace second paragraph with

5 Common system requirements

5.1 Design and performance requirements

5.1.1.1 Product capability

5.1.2 Service conditions

5.1.2.2 Temperature ratings