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Delta-P Test Corp.

Safety Handbook

Remember:
The contents of this handbook were not
intended to make your life difficult or to
increase your paperwork.
This book is designed to keep you and
your co-workers safe.

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1.0
Corporate Safety Policy....................................................................... 3
2.0
Petroleum Industry Guiding Principles for Worker Safety ............... 4
3.0
Introduction .......................................................................................... 5
4.0
Safety Responsibilities........................................................................ 6
4.1
Operating Companys Responsibilities .................................................. 6
4.2
Managements Responsibilities.............................................................. 6
4.3
Testers Responsibilities ........................................................................ 7
5.0
Hazard Identification............................................................................ 9
5.1
Introduction ............................................................................................ 9
5.2
Types of Inspections .............................................................................. 9
5.2.1
Vehicle Inspections ......................................................................... 9
5.2.2
Site Inspections ............................................................................ 10
5.3
Hazard Control..................................................................................... 10
5.4
Hazard Reporting................................................................................. 10
5.5
Implementation of Hazard Identification and Control ........................... 11
5.6
Hazard Control through Maintenance .................................................. 12
6.0
Rules and Work Procedures ............................................................. 13
6.1
General Safety Rules ....................................................................... 13
6.2
Personal Protective Equipment ........................................................ 14
6.3
Vehicles and Driving......................................................................... 15
6.4
Fire Prevention and Protection ......................................................... 16
6.5
Hazardous Materials......................................................................... 18
6.6
Equipment and Operations............................................................... 20
6.7
Testing Specific Rules ...................................................................... 24
6.8
Working Alone .................................................................................. 24
7.0
Communication.................................................................................. 25
7.1 General..................................................................................................... 25
7.2 Pre-Job Safety Meetings .......................................................................... 25
7.3 General Safety Meeting ............................................................................ 25
8.0
Training and Orientation ................................................................... 27
Appendix A: Inspection Sheets....................................................................... 29
Appendix B: Hazard Identification Report and Incident Report. .................. 30
Appendix C: Hazard Management .................................................................. 31
Appendix D: Workplace Hazardous Materials Information System (WHMIS)
........................................................................................................................... 35
Appendix E: Transportation of Dangerous Goods (TDG). ............................ 36
Appendix F: Industry Recommended Practices: Drill Stem Testing. .......... 37
Appendix G: Working Alone............................................................................ 38
Appendix H: Safety Meeting Forms ................................................................ 39

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1.0 Corporate Safety Policy
1. The health and safety of employees, contractors, and sub-contractors are
paramount in the conduct of our business.
2. Risks present in all operations must be managed to prevent injury and sickness,
through proper work planning and organizing, hazard identification, hazard
control, and accident investigation.
3. Management is responsible and accountable for providing a safe working
environment and fostering safe working attitudes.
4. Management is responsible for establishing safety rules and procedures, as well
as providing proper training and to ensure that everyone understands their
responsibilities.
5. All employees, contractors, and sub-contractors must comply with all health and
safety policies and follow all established rules and procedures at all times.
6. Company rules and procedures meet applicable laws, regulations, industry
standards, and client requirements.
7. It is the responsibility of employees, contractors, and sub-contractors to work in a
manner that ensures their personal safety as well as the safety of their fellow
workers.
8. It is the responsibility of management, employees, contractors, and subcontractors to support, participate in, and enhance the safety program and
communicate ideas to improve, and ultimately, achieve excellence in health and
safety.
9. Everyone has the right and responsibility to refuse to do work when unsafe
conditions exist.
10. By fulfilling our safety responsibilities, everyone who works for Delta P Test Corp.
will share the benefits of a safe work environment.

President and CEO

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2.0 Petroleum Industry Guiding Principles for Worker
Safety

There are two copies of the Petroleum Guiding Principles for Worker Safety included in
this manual. One is on the following page; the other is laminated and loose. Please
display the laminated copy (prominently) in your test unit.
There is a laminated copy of Delta-Ps Corporate Safety Policy. Please display the
laminated copy (prominently) in your test unit.

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Petroleum Industry Guiding Principles


For Worker Safety
We, the members of the petroleum industry, have a responsibility to protect all workers engaged in its
activities from personal injury and health hazards. To meet our responsibility we will operate under the
following guiding principles:
RESPONSIBILITY
The operating company, when acting as prime contractor, is responsible for coordination and general
supervision of all activities at the work site, including activities carried out by contractors, subcontractors, service companies and suppliers. While all parties have a responsibility to promote
worker safety, the operating company recognizes its leadership role in promoting worker health and
safety on the basis that it has the greatest power to influence work site situations. It is the
responsibility of workers and employers to refuse to perform unsafe work practices.
PRIORITY
Activities will be conducted on the basis that safety of all personnel is of vital importance, whether
those personnel are employed by an operating company, a contractor, a sub-contractor, a service
company or a supplier.
RECOGNITION
The process of selecting contractors, sub-contractors, service companies and suppliers, and the
administration of contracts, will include recognition and support of good safety performance. Support
and recognition based on good safety performance will also be provided by all employers to their
employees.
IMPROVEMENT
The operating company, in cooperation with service companies within the industry, will promote
methods and practices that have potential for improving safety performance.

Chairman of the Board


Canadian Association of Petroleum Producers

Chairman of the Board


Canadian Association of Geophysical Contractors

Chairman of the Board


Canadian Association of Oilwell Drilling Contractors

Chairman of the Board


Petroleum Services Association of Canada

Chairman of the Board


Canadian Energy Pipeline Association

Chairman of the Board


Small Explorers and Producers Association of Canada

Chief Executive Officer

Chief Operating Officer

Company Name

Company Name

October 2000

Delta-P Test Corp. Safety Handbook


3.0 Introduction
Delta-P Test Corp. is sincerely concerned about the safety of its employees, contractors,
and sub-contractors. It is the company policy to provide a safe working environment.
This manual was designed to provide everyone working for Delta-P Test Corp. with the
tools to ensure that they can work safely.
Everyone must follow the safety procedures outlined in this manual and all applicable
government regulations while working for Delta-P Test Corp.
Testing, by the very nature of the work, is diverse and demanding. Working
environments and condition are always changing as such; rules cannot be established
to cover all situations and scenarios. It is mandatory that good judgment and common
sense prevail in all testing and traveling situations. Be alert and do not take chances.
If the job cant be done safely, it shouldnt be done at all.

T.B. Bratrud, P.Eng.


Chief Engineer
Delta-P Test Corp.

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4.0 Safety Responsibilities
It is the responsibility of every employee, contractor, or sub-contractor or operating
company (client) to meet the goals of Delta Ps corporate Safety Policy. To this end, the
general safety responsibilities of each person involved in the work have been identified.
It should be noted that due to the diverse nature of well testing, these lists should be
used as guidelines for determining safe work, but safe work is not limited to the
responsibilities contained on these lists. Common sense must prevail at all times and
safety must be the paramount condition in all testing and traveling circumstances.

4.1

Operating Companys Responsibilities

The operating Companys Responsibilities are:

Insist on safe performance throughout operations by ensuring contractors and


employees are competent to do their work properly.

Have an effective safety program.

Ensure the safety program and operations comply with contractual and
regulatory requirements.

Ensure contractors and employees know the operating companys expectations.

Provide sufficient time for contractors and employees to perform their jobs safely.

Hire for employees and contractors only individuals who have good safety
records.

4.2

Managements Responsibilities

Managements responsibilities are:

Insist on performance and behavior that meet the standards of the companys
safety program.

Encourage employee involvement in safety by demonstrating managements


commitment to safety.

Ensuring company, contractor, and testing operations comply with government


safety requirements.

Ensuring accidents and incidents are reported and investigated and corrective
actions are taken.

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Ensuring that testers are adequately qualified to perform their work.

Ensuring that training needs are identified and met.

Ensure that testers, contractors, and sub-contractors know what is expected of


them.

Ensure that testers, contractors, and sub-contractors understand the proper


reporting procedures for accidents and incidents.

Conduct investigations, using outside specialists if required, of all accidents and


incidents. Record all findings and take appropriate measures.

Establish equipment inspection and maintenance procedures and schedules.

Conduct safety meetings and record minutes; circulate and post meeting
minutes.

4.3

Testers Responsibilities

A testers responsibilities are:

Operate only the equipment and carry out tasks for which they have been
adequately trained.

Properly use Personal Protective Equipment.

Abide by all government regulations, company policies (Delta-P and Client),


procedures and standards pertaining to testing.

Refuse to work under conditions or perform tasks for which they are not
adequately trained or prepared.

Be thoroughly familiar with the company safety program.

Report potential hazards to the Operating Company and the Drilling Contractor.
Identified hazards should also be recorded and passed on to management.

Immediately report all accidents and incidents management.

Participate in the development and improvement of the safety program.

Know the location, type and operation of all emergency equipment on board
testing units.

Participate in on-site safety meetings and orientations held by Operating


Companies or Drilling Contractors.

Immediately correct unsafe conditions in test units.

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Inform Rig Crews of all known hazards prior to testing and measures for dealing
with the hazards.

Inspect worksites for hazardous conditions and compliance with regulatory and
Operating Company requirements.

Properly maintain testing vehicles and test equipment to minimize operating


hazards.

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5.0 Hazard Identification
5.1

Introduction

The Oilfield can is a dangerous place. Hazards exist on every drilling rig and lease.
Every Drill Stem Test has potential hazards. Hazards are conditions that exist in every
workplace.
A HAZARD is a condition that, if not properly identified and mitigated, could lead to an
incident, near miss, injury or accident.
It is critical that hazards be identified BEFORE they can evolve or cause an incident.
The best method for identifying hazards in the workplace is INSPECTION.
INSPECTIONS are visual reconnaissance of a worksite with the intent of identifying
hazards.

5.2

Types of Inspections

5.2.1 Vehicle Inspections


Drill Stem testing can be broken into two segments: Travel to/from the jobsite and testing
on the jobsite. Due to significant amount of hours that are spent driving, road, travel and
vehicle related hazards pose a threat to the safety of the tester. It is essential that
vehicles be inspected on a regular basis to minimize the incident potential.
Three different inspection checklists have been included in Appendix A:

Quick Visual Reviews

Detailed Visual Review

Documented Vehicle Inspection

The Quick Visual Review should be performed prior to every trip with the test vehicle. It
consists of vehicle walk around to ensure that all tires are inflated, running lights are
functioning, that there are no obstructions around the tires, exhaust pipes are free of
clogs, and that all equipment bay door are secured. As part of the visual review, the
driver should ask himself two questions: Am I in the proper condition to operate this
vehicle in a safe and responsible manner? And What changes to my driving style will I
have to make to properly accommodate the prevailing weather conditions.
The Detailed Visual Review should be performed while the vehicle is stopped for
refueling. It consists of fluid level checks in addition to tire pressure checks.

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The Documented Vehicle Inspection is to be performed every 5000km. This is a
documented review of the vehicles operations and condition. A copy of the review is to
be forwarded to the head office for review and filing.
If a condition is identified as a potential hazard during an inspection, it must be repaired
prior to travel to the jobsite.

5.2.2 Site Inspections


Due to the diverse nature of drill stem testing, there are a continually changing range,
number, and risk level of hazards. It is critical that every drilling site, rig, and rig crew, be
inspected prior to engaging in testing operations.
Site hazards can take many forms: trip hazards, slippery stairways, overhead wires,
lifting loads, etc. Most of these hazards can be avoided but avoiding a hazard can
only occur if the hazard is recognized. These hazards do not have to be documented in
any uniform fashion; however, a checklist has been provided to assist in identifying onsite hazards. See Appendix B for a copy of the Site Inspection Checklist.
Some hazards, however, cannot be avoided and some other action must be taken to
correct the hazard. If this is the case, the hazard should be identified to the Tool Push.
If no action is taken, the hazard should be identified to the Site Engineer/Consultant. If
there is still no action to mitigate the hazard, a hazard identification form and risk
assessment form should be filled out and kept on file. Submit a copy of this form by
email as soon as possible. See Appendix B for a copy of the Hazard Identification
Report.

5.3

Hazard Control

After an inspection is complete, it is necessary to control any hazards that have been
identified. There are three steps in hazard control:

Identify and determine what needs to be done to control/remove the hazard.

Identify and determine what needs to be done to remove the hazard.

Establish a time to perform the hazard control.

See Appendix C for more information on Hazard Identification, Hazard Control, and
Hazard Management.

5.4

Hazard Reporting

After an inspection is complete, sometimes it is necessary to report the hazard to


someone other than yourself. A form for hazard reporting has been included in
Appendix B.
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Most of the time, when a hazard has been identified, it can be corrected by verbal
communication with the rig crew, Tool Push, or Company Engineer. However, if this not
the case, a document may be required to properly record the hazard. These reports will
be sent into the Delta-P head office for filing.

5.5

Implementation of Hazard Identification and Control

The preceding sections on hazard identification, control and reporting may seem like a
great deal of work. This is not the case. Once you become familiar with the inspection
sheets, they will become an asset to you. Not only will they help keep you safe, but they
will also reduce vehicle breakdowns.
In order to assist you with the understanding of Hazard Identification and Control, a few
examples follow for you to read:
Example #1
Inspection: Vehicle Detailed Visual Review.
Hazard: Low oil level.
- A hazard has been identified by visual inspection. It should be controlled.
What needs to be done to remove hazard? Add oil to engine.
Who needs to do it? You. (Or the station attendant, if available)
When? Now.
Note that the when question is open to discussion. The truck may be scheduled for an
oil change the next day, adding a quart of oil is just a waste of money. In this case, the
low oil level hazard is a low risk level. However, the oil level may be low and oil was just
added on the previous fuel stop. In this situation, the action taken may be more than
adding oil a service stop may be required. If this is the case the who changes to a
serviceman and the when question becomes more important.

Example #2
Inspection: Site Inspection Checklist.
Hazard: Logging Truck has Gamma Ray source on lease.
- A hazard has been identified with an inspection checklist.
What needs to be done to remove the hazard? Wait for the logger to complete his task
Who needs to do it? The logging operator

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When? Upon completion of logging rig-out operations.
Note that in this case the who is someone other than you. If this is case, it is often
necessary to avoid the hazard i.e. stay away until the hazard is removed. This is also
the case with excavations, overhead cables and other physical hazards. If they cannot
be removed, they may be avoided. This is another reason for having inspections: you
cannot avoid what you cannot identify!

5.6

Hazard Control through Maintenance

Hazards can be controlled by regular maintenance schedules performed on all tools.


Refer to Appendix A for a copy of the DST Tool Maintenance form.
All DST tools must be serviced as soon as possible after a test.
After servicing, a Maintenance form must be filled out to record the details of the service
procedures.

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6.0 Rules and Work Procedures
6.1

General Safety Rules


Smoking
No Smoking signs on each worksite must be obeyed. Smoking is permitted in
designated locations approved.
Drugs and Alcohol
The use of drugs and alcohol on any worksite where Delta-P is operating is
strictly prohibited. Tester found to be under the influence of alcohol or illegal
drugs while working for Delta-P will be asked to leave the operating company
worksite.
Prescription medications that may interfere with the safe execution of testing
operations should brought to the attention of Management for review.
Security
All Thefts, burglaries and acts of vandalism must be reported to Management.
Trucks and equipment should be locked at all times.
Housekeeping
Good housekeeping is a basic part of accident prevention. Clean test units and
worksites encourage pride in the job and prevent hazards that lead to incidents.
All work areas and shop spaces must be kept clean and free of obstructions.
Tools, grease, and other materials left lying around can create tripping or slipping
hazards.
To prevent spills or accumulations of hazardous substances, leaks (vehicle or
equipment) must be repaired as soon as possible.
Spilled toxic materials must be cleaned up immediately. Refer to the Material
Safety Data Sheets (MSDS) (found in the doghouse, Engineers shack, or Tool
Pushs shack) for the correct method.
Every worksite must be cleaned up at the end of each shift or at the conclusion of
the job.
All refuse must be disposed of in appropriate containers. Remember: if you are
disposing of test data, do so in a manner that obscures the information
(shredding or burning) contained on the paper.
Emergency Response Plans.
Every drilling rig and Operating Company will have detailed Emergency
Response Plans (ERP) for every location. Testers must become familiar with the
All testers must become familiar with the specific EPR for each test location.
In the event of an emergency, Delta-P testers are required to follow the
instructions of the Operating Company Representative.

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Delta-P Testers should also render support to secure the wellbore as necessary
(i.e. shut-in hydraulic tool, shut-in test head, close manifold).
Facial & Head Hair
Head hair must be off the collar and above the ear.
Facial hair must NOT be longer than 1 day of growth. Beards, goatees and
manchurians are not permitted.
Accidents, Incidents, and Injuries
Al accidents, incidents, injuries, and near-misses that occur while operating for,
or traveling to, a Delta-P jobsite must be reported to Management as soon as
possible after they occur.
First Aid
All testers must hold valid first aid certificates and ensure that appropriate kits are
supplied to each test unit.
Additionally, testers should become familiar with the use and locations of
emergency eye wash stations, emergency showers, and first aid facilities at each
test.

6.2

Personal Protective Equipment


Hard Hats
Hard hats approved by the CSA (CAN/CSA Z94.1-92) must be worn at all times
while on a drilling lease. The hat suspension must be properly adjusted to
provide the proper protection. Only hard hats recognized by the CSA under the
applicable standard will be acceptable.
Hard hats do not have to be worn while in the cab, sleeper, or telemetry section
of a test truck.
Footwear
Hard toed boots approved by the CSA (CAN/CSA Z195-M92) must be worn at all
times while outside the test vehicle on a drilling lease.
Clothing
During testing, work clothing outer garments of fire retardant material must be
worn. NOMEXIII or Proban are acceptable materials for outer garments.
Nylon or other static electricity producing materials must not be worn at any time
on a drilling lease.
Cotton or wool should be worn under the fire-retardant outer layer so that it does
not melt to the skin in the event of a flash fire.
Gloves

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Gloves must be worn appropriate to the work being done and the nature of the
hazard involved. For example, rubber or neoprene gloves should be worn for the
handling of well fluids and cotton or leather gloves should be worn while handling
test tools.
Eye and Face Protection
Eye protection must be worn at all times when outside of the test vehicle. The
eyewear must meet or exceed the appropriate CSA standard (CAN/CSA-Z94.392).
Hearing Protection
Hearing protection must be worn in posted areas or where noise levels exceed
the Provincial or Federal Government Regulations.
Self-Contained Breathing Apparatus (SCBA)
SCBA must be worn in areas where H2S concentrations exceed 10ppm and
when the O2 concentration level in the air is below 18%.

6.3

Vehicles and Driving


Inspections
Vehicles must be inspected as per the guidelines documented in 5.2.1 Vehicle
inspections.
Accidents
All vehicle accidents must be reported.
Defensive Driving
All testers must:

Hold a valid operators license of a class appropriate to the vehicle


that they operate.

Comply with the rules of the road as outlined by the appropriate


provincial or territorial jurisdiction.

Exercise courtesy in their driving habits.

Remain alert and try to anticipate road conditions and action of other
drivers.

Drive in a manner appropriate to the conditions of the road.

Ensure all loads are properly secured and that all cargo/stowage
doors are closed and locked.

Use seat belts.

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Employ a guide when backing up if in an area where obstructions,


hazards, or personnel, cannot be readily identified by the side-view
mirrors.

Winter Driving
Additional caution must be exercised under winter driving conditions:

6.4

Avoid sudden changes of speed of direction when driving on icy or


snow-covered roads to reduce the possibility of skidding.

Leave extra distance between the test vehicle and any vehicle in front
of it. Stopping on ice can take eight times the distance as required on
dry pavement.

Carry suitable warm clothing and emergency equipment and supplies


for protection in the event travel is halted by mechanical breakdown or
extreme weather.

Clear snow and ice from the hood and top of vehicle and all windows
prior to driving.

Obey signs warning of slippery sections or icy bridges.

Fire Prevention and Protection


General
The best method for fighting a fire is to prevent it starting in the first place.
The following components are required for a fire to ignite and undergo
combustion:
1.

Fuel (in the form of a vapor or liquid)

2.

Oxygen (in the atmosphere, typically)

3.

Heat (temperatures high enough to ignite the fuel/air mixture. Note that
exposure to temperatures can be VERY brief for ignition i.e. a static
electric spark.)

The removal of any one of these three components will prevent a fire or cause a
fire to be extinguished. However, control of #1 and #2 are the easiest sources to
control.
To prevent fires, tester should:

Always follow safe work practices when handling flammable or


explosive materials.

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Store oily rags, waste materials, paper and combustible materials in


metal containers with lids and empty containers regularly.

Avoid overloading electrical outlets.

Classification of Fires
Fires can be grouped into the following classifications:
CLASS A:

Fires in ordinary materials: wood, paper, rags, rubbish, etc.

CLASS B:

Fires in petroleum products: oil, grease, and paint.

CLASS C:

Fires in live electrical equipment.

CLASS D:

Combustible metal fires: magnesium, sodium, cesium, etc.

Fire Extinguishers
Each test vehicle must be equipped with a dry-chemical ABC rated fire
extinguisher.
Shops spaces must be equipped with a dry-chemical ABC rated fire extinguisher.
Access to fire-fighting equipment must never be blocked by any material or
equipment.
All fire fighting equipment must be inspected at least monthly to ensure it is in
place, accessible, and fully charges.
Discharged fire extinguishers must be immediately replace with fully charged
units.
Operation of Fire Extinguisher
Following is a stepwise procedure for operating fire extinguishers:

Break the seal holding pin in place. Remove hose (if equipped)

Remove pin. Depress cartridge lever to charge the extinguisher (if


equipped)

Point nozzle in safe direction (away from face and body) and give the
operating handle a quick squeeze to verify operation.

Approach fire from the upwind side (wind at your back).

Engage the fire from a distance of 3 meters (10 feet).

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Direct the stream from the extinguisher towards the base of the fire.
Use a rapid sweeping motion (side to side) to blanket the base of the
fire with chemical.

Use the full stream do not throttle the extinguisher.

If the extinguisher is not sufficient to kill the flame, back away from the
area. NEVER TURN YOUR BACK ON A FIRE!

Care of Extinguisher
Read and follow the manufacturers instructions with respect to the care and
inspection of the extinguishers.
Fire extinguishers must be inspected once per month to ensure operational
reliability (i.e. seals must be in place, nozzle unobstructed, access to unit).

6.5

Hazardous Materials
Before undertaking any work involving handling or exposure to any hazardous
material workers must unsure:

They are aware of the hazards and take appropriate precautions.

Approved PPE is used.

Adequate ventilation is in place.

Approved fire protection is in place (if required).

First aid supplies and facilities are readily available.

Workplace Hazardous Materials Information System (WHMIS)


Workers must review the WHMIS documentation (Appendix D).
Transportation of Dangerous Goods (TDG)
Workers must review the TDG literature in Appendix E.
Hydrogen Sulfide (H2S)
Hydrogen sulphide gas is a killer. An extremely toxic, colorless and flammable
gas occurs naturally as a by-product of organic decay. It is particularly prevalent
in the petroleum industry as a component of produced oil and natural gas. It is
imperative that every tester be aware of its physical properties, recognize its
hazards, and know how to avoid exposure to it.
The physical properties of H2S are:
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Color

colorless

Odor

offensive similar to rotten eggs at low ppm

Vapor Density

SG = 1.189. Heavier than air

Explosive limits 4.3% to 46.0% by volume in air.

Flammability

auto ignition point = 260 deg. C (burns readily)

Solubility

readily soluble in water and oil.

Boiling Point

-60 deg. C. Usually a gas.

Three levels of Occupational Exposure Limits have been established to protect


workers from the toxic effects of H2S:

10 ppm Time Weighted Average (TWA) the maximum exposure for an


eight hour workday.

15 ppm Short-Term Exposure Level (STEL) acceptable for no more than


15 minutes.

20 ppm Ceiling Exposure Level (Ce) no one shall be exposed to H2S


levels above 20ppm no matter how brief the duration.

Various concentrations of H2S and the toxic effect that can be expected on the
body are listed below:

1 ppm

Can be smelled.

10 ppm

eight hour OEL.

15 ppm

15-min. OEL

20 ppm

Ceiling OEL

100 ppm loss of smell in 2-15 min.


nausea.

200 ppm rapid loss of smell, burning in eyes and throat.

500 ppm loss of reasoning and balance, respiratory upset in 2-15min.


Prompt resuscitation required.

1000 ppm immediate unconsciousness, death or permanent brain damage


will result without prompt resuscitation.

Burning in throat, headache and

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H2S content is also sometimes expressed as a total percentage of the air. The
difference between parts per million (ppm) and percentage scales is significant.
One ppm of H2S is a low concentration and (relatively) safe to be exposed to,
however one percent H2S is lethal.
If any H2S release occurs, testers must:

Immediately leave the area in an upwind direction

Sound an alarm

Don SCBA

Rescue victim(s) if it safe to do so

Secure well bore.

Revive victim(s). If using CPR, do not inhale the victims exhalation!

Get medical aid

Alert Operating Company Emergency Services.

Testers must maintain a valid H2S alive certificate.

6.6

Equipment and Operations


Compressed Air Cylinders
Compressed gas cylinders are filled to a very high pressure and must be handled
carefully to prevent rupture. When handling gas cylinders, testers must:

Assume the cylinders are full.

When handling cylinders, remove regulators and replace caps to


protect valves.

Prevent cylinders from bumping together during transport.

Refrain from rolling, dropping, or throwing cylinders.

Keep oxygen cylinders away from oil or grease.

Ensure that the proper regulator, designed for the contents of the
cylinder, and appropriate for the pressure rating of the cylinder, is
installed.

Do not interchange regulators for different gasses.

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When storing gas cylinders, chain or strap secure them in an upright


position.

Do not store cylinders in areas where the heat may exceed 55 deg. C.

Electrical Safety
Testers must maintain the following minimum distances between a power-line
and themselves and test equipment.
Safe Limits of Approach from Powerlines
Jurisdiction
Alberta

British Columbia/ Sask.

Federal (CLC)

Voltage (line to ground)

Distance

0-750 V Insulated of Polyethylene


Covered Conductor.

300mm

Above 750 V Insulated Conductor

1.0m

0-40 kV

3.0m

69kV, 72kV

3.5m

138kV, 144kV

4.0m

230kV, 240kV

5.0m

500kV

7.0m

Over 750V to 75 kV

3.0m

Over 75kV to 250 kV

4.5m

Over 20kV to 550 kV

6.0m

Up to 50kV

3.0m

50 kV to 120 kV

4.5m

120 kV-250 kV

6.0m

250kV 350 kV

7.5m

Over 350 kV

9.0m

Hand Tools

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All hand tools must be maintained in safe working condition. Before using any
tool, testers must ensure that they know how to properly use the tool. They must
also ensure that the tools used are the proper one for the job.
Tools must be carried and handled properly to prevent injury to the user of the
tool and other workers. Sharp or pointed tools should not be carried loosely or in
the pockets or clothing.
Air Tools
When working with air tools, workers must ensure proper connections are made
to the air supply. The air supply should always be shut off by the appropriate
shut-off valve and never by the act of bending of kinking the hose.
When an air tool is not in use, air supply must be shut off. Pressure in its hose
must be relieved before the hose is disconnected from the air supply.
Oxygen and other bottled gasses must never be used to operate air tools.
High-Pressure Connections
The pressure in high-pressure connections must be bled off before threaded or
flanged connections are tightened. No connection, threaded or flanged, may be
tightened under pressure.
Hoisting and Winching Equipment
Hoisting equipment must be operated according to these guidelines:

Where signals are required, only one person must give signals and
that person must have received signaling instructions. The signaler
must remain in view of the hoist or winch operator.

When operating hoisting equipment, the worker must maintain the


minimum powerline clearances in the above chart.

Hoisting equipment must not be subjected to loads in excess of the


rated capacity of the hoist.

All hoisting equipment must be inspected before use. Excessively


worn or damaged equipment components must be replaced before
use.

All hooks on hoisting equipment must be equipped with safety latches.

Testers must not stand or pass under suspended loads.


suspended load must be positioned, tag lines must be used.

Workers must not ride on the hoisting apparatus or on suspended


loads.

Workers must not work or position themselves under raised loads


such as vehicles or trailers unless the load is supported by a vehicle

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If a

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hoist or adequate stands or blocks. Jacks DO NOT provide adequate
protection by themselves.

Ropes and cables under tension must be avoided by ground workers.

Gloves must be worn by anyone handling ropes or cables. Ropes


and cables should not be allowed to slide through the handlers
hands. A hand-over-hand technique should be used to slacken the
line.

Hydrates
Natural gas hydrates are solid compounds formed by natural gas and water.
Some light hydrocarbons will form hydrates under pressure at temperatures
above 0 deg. C. These hydrates form as crystals and look like snow. In pipe,
they can pack solidly to form a restriction resulting in partial or complete flow
blockages.
Hydrates pose a real threat to people and equipment. If proper procedures are
not used to remove hydrates from pipes, a potential pressure release could
result.
If hydrates are suspected to form a blockage in a pipe segment, the segment
must be isolated by closing valves. If possible, the pipe should be re-charged to
the original pressure prior to the initial bleed-down. After isolation is complete,
the pipe segment should be steamed until the entire pipe length is heated to
above 30 deg. C for a period not less than 15 minutes. After the pipe has been
heated for 15 minutes, another bleed-down attempt may be made.
If the pipe is still blocked, increase the temperature to 40 deg. C and
the duration time to 20 min. Continue to bleed-down and heat in cycles until the
blockage is released.
Manual Handling and Lifting
Whenever manually handling or lifting materials at all worksites, testers must:

Wear appropriate gloves.

Obtain help from rig-crews when lifting heavy or bulky objects.

Lift with the leg muscles, not the back.

Remove slivers, nails, or sharp ends before handling.

Maintain a clear line of vision when carrying materials.

Valves
Testers operating valves must:

Keep the body and face away from the top of the stems when opening
or closing high-pressure valves.

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6.7

Open and close valves on high-pressure lines slowly to prevent


radical pressure differentials or transients that may rupture or split
pipe or fittings.

Never stop a leaking valve on a connection with a bull plug. A nipple


and an extra valve must be used and the extra valve kept open until
the connection has been made.

Service valves in accordance with manufacturers guidelines.

Testing Specific Rules


The following section includes Industry Recommended Practice(s) [IRP] for
Well Testing and Drill Stem Testing.
These IRPs are recommended by:

Canadian Petroleum Safety Council (PSC)

Canadian Association of Petroleum Producers (CAPP)

Canadian Association of Oilwell Drilling Contractors (CAODC)

Petroleum Services Association of Canada (PSAC)

Small Explorers and Producers Association of Canada (SEPAC).

Testers must review the IRPs and follow the outlined practices. See Appendix F
for a copy of the IRPs.

6.8

Working Alone
The provincial government has released a guide for working alone. Most of the
time, testers will be working with others, however, due to the nature of the job, a
significant amount of time will be spent alone while traveling. As such,
precautions should be taken.
Please refer to Appendix G for more information on Working Alone.
In addition, to minimize the risk to testers, a call in procedure will be used:
Prior to leaving for a test, the tester will report to the dispatcher/manager as to
when they are leaving for a test. The tester will also supply an estimated time for
arrival on location. If a call is received from the Operating Company Engineer
(complaining that a tester is not on location at the appropriate time), the
dispatcher will attempt to contact the tester to verify location and status. If there
is no response, further action will be taken to assess the condition of the tester.

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7.0 Communication
7.1 General
There are two general categories of communication: communication with Operating
Companies/Rig Crews and Delta-P internal communication. Much of the communication
that occurs is informal and undocumented. In order to increase the focus on safety,
formalized meetings will be held to specifically address issues of safety.
Safety meetings have several purposes:

Increase general safety awareness among participants.

Increase awareness of company and government safety requirements for


specific jobs or projects.

Provide training in safety and procedures.

Encourage feedback on safety matters to improve safety program and overall


safety.

7.2 Pre-Job Safety Meetings


Prior to inflating packers, it will be mandatory to hold a safety meeting to alert rig crews
to the specific hazards of testing. A Pre-Test Safety Meeting Form can be found in
Appendix H.
Who?: Anyone involved in the testing process and anyone who may be on the rig
during a test.
When?: Conduct the meeting prior to inflating packers.
Where?: The drilling rig doghouse is the best location to hold the meeting.
Why?: See above
What?: The sample Pre-Test Safety Meeting Form can be used as a guideline for
safety issues

7.3 General Safety Meeting


Delta-P Test Corp. will hold bi-annual safety meetings to discuss issues of safety and to
orient new workers.
Agenda
Two weeks before the General Safety Meeting (GSM), an agenda will be circulated to all
testers to alert them to the topics of the GSM. If anyone wishes to see an issue
discussed at the meeting, they will have an opportunity to tell the meeting facilitator after
they review the agenda.
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Meeting Minutes
Minutes of the meeting will be kept and distributed 1 week after the conclusion of the
meeting. The method of distribution will be e-mail. Any amendments or comments to
the minutes can also be circulated via email.
Follow-up
Any action items that are generated at the GSM will be given a person responsible for
completing the action. Management will communicate with the individual responsible
and distribute reports to the other GSM attendants (via e-mail).

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8.0 Training and Orientation
Training
Delta-P Test Corp. only hires individuals with experience and a proven record of
accomplishment of safety and operational knowledge.
New employees will be trained by a senior tester and evaluated on-the-job.
For more information on Training, please refer to the Delta-P Test Corp. New Employee
Manual.

Orientation
Everyone will undergo an orientation to verify understanding of the corporate safety
policy.
Additionally, all testers will fill out the proceeding page to document their understanding
of the contents of this Handbook.

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Orientation Acknowledgement Form
Name:__________________________

Date:_____________________________

Please acknowledge that you have reviewed each element in the Safety Handbook
by initialing and signing below:
Element

Testers Initials

Management

Corporate Safety Policy

____________

___________

Testers Responsibilities

____________

___________

Company Safety Rules

____________

___________

Industry Recommended Practices (IRP)

____________

___________

Hazard Identification and Control

____________

___________

Driving Hazards

____________

___________

Working Alone

____________

___________

Safety Meeting

____________

___________

TDG

____________

___________

WHMIS

____________

___________

Guiding Principles posted in Test Unit

____________

___________

Corporate Safety Policy posted in Test Unit

____________

___________

I have reviewed the elements in this manual. I understand that safety is a significant
component of my work. I will make every effort to uphold the Corporate Safety Policy
and the Industry Guiding Principles

____________________________
Signature of Tester

_____________________________
Signature of Management

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Appendix A: Inspection Sheets

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Quick Vehicle Inspection

To be performed before driving.


Walk around vehicle. Look for the
following:

Flat Tires
Are the tires/wheels free of obstructions?
Is the exhaust clear?
Are all compartments closed and cable
reel handles stowed?
Are the running and headlights functional?
Are there any obvious leaks?
Are there any loose panels or bodywork?
Are loads tied down?

Look for anything that is out of the ordinary.

Quick Detailed Vehicle Inspection


To be performed at fuel stops:

Check Oil Level


Check Windshield Washer level
Check tire pressure
Check vehicle operating temperature
Check brake and signal lights
Clean lights and windshield

These steps are in addition to the Quick


Vehicle Inspection

Detailed Vehicle Inspection (5000km)


Date:

Operator:

Unit:

Milage:
Drivers Compartment

Sun Visors

Horns & Switches

Instrument Lamps

Windshield Wipers

Windshield Defrost

Hazard warning kit

Side Windows

Hi-Beam Indicator

Air Pressure gauge

Pedal Pads

Acc. Pedal & Air Throttle

Steering Travel

Seats & Seatbelts

Steering & Power Assist

Clutch disengagement

Speedometer

Mirrors

Cabin Air Leakage

Windshield
Body Exterior

Headlamp operation/aim

Clearance Lamps

Ext fuel tanks

Tail Lamps

Stop Lamps

Turn signals

Marker Lamps

Hazard Lamps

Reflectors

Tire Pressure

Secondary Attachments

Fenders/Mud Flaps

Air System

Paint

Body, Doors, Bumpers


Under the Hood

Hood

Accessory Belts

Air compressor

Power Steering Fluid/sys

Fuel Pump & Filter

Battery and wiring

Exhaust

Fan fins and Belt

Distributor

Air Filter

Windshield washer pump

Cooling System

Undercarriage
Transmission

Oil Pan

Muffler

Steering Box

Drag Link

Pitman Arm

Cotter pins

Tie-Rod

Differential

Tie-Rod Ends

Frame Rails

Suspension

Shocks

Springs

Axles

Brakes, Tires, and Wheels


Brake Components

U-Joint

Brake Lining Thickness

Spring Caging Bolts

Brake Drums

Brake Failure Indicator

Disc Brakes

Brake lines and hoses

Parking Brake

Reservoirs and Valves

Tire Pressure

Brake Operation

Wheel Bearings

Vacuum System &


Reserve

Brake Cams & Travel

Tire Wear

Detailed Vehicle Inspection (5000km)


Inspection Checklist Resource
Rating Legend
N.A. = Not Applicable to this Unit
P = Passed in good working Condition
M = Passed but maintenance required
R = Rejected replacement necessary before returning to service.
Vehicle Inspector must sign off on bottom of inspection sheet.

*** Attach inspection form to invoice/receipt for work performed and file.***

Site Inspection Checklist


Item
Site Driving Conditions?
Overhead Wires or
Cables?
Other Activities
(Logging/ Casing
Unloading)?
Trenches?
Ground Cables?
Wind Direction?
SCBA Location?
Rally Point?
Fire Fighting
Equipment?
Eyewash/ Firstaid?
Emg. Showers
Breakers / Electrical
ESD location?
Tripping and slipping?
Sharp projections on
rig?
H2S potential?
Compressed gas
cylinders?
MSDS products?
Flare Pit Flaring OK?
Other?

Comments/Notes

Delta-P Test Corp. Safety Handbook


Appendix B: Hazard Identification Report and Incident
Report.

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HAZARD IDENTIFICATION REPORT


Date:_____________________________

H.I. Report Number:_______________________

Hazard Location:________________________________________________________________
Person Completing Report:________________________________________________________
Description of Hazard

R.A.C.

Personnel Involved
Delta-P Tester

Contractor

Student

Visitor

Other

Client

Action Required

Responsible Party

Target Date

Completion Date

Hazard Classification Risk Assessment Codes (R.A.C)


Used the following categories and degrees to assign a Risk Assessment Code for the identified Hazard.

Consequence

Probability of Occurrence

Exposure (# of people affected)

Risk Assessment Code

I. Catastrophe
II. Critical
III. Marginal
IV. Negligible

A. Likely to Occur
B. Probably Occur
C. Possibly Occur
D. Unlikely

1.
2.
3.
4.

1.
2.
3.
4.

More than 50
10-49
5-9
Less than 5

Additional Notes and follow up comments are to be written on the back of this document.

Critical
Serious
Moderate
Minor

EVENT REPORT (Accident or Near Miss)


Date:_____________________________

Event Report Number:_______________________

Event Location:_________________________________________________________________
Person Completing Report:________________________________________________________
Type of Event
Personal Injury

Equipment Failure

Fire/Explosion

Lost Time

Equipment Damage

Vehicle Accident

Medical Aid

Property Damage

Environmental

First Aid

Material Loss

Security/Theft

Restricted Duty

Business Interruption

Other

Personnel Involved
Delta-P Tester

Contractor

Student

Visitor

Other

Client

Event Classification
Critical**
** Full Investigation is required.

Serious**

General Information
Name of Individual Involved:
Employee/Contractor Name:
Location of Event:

Event Description

Minor

Status of Injured/Immediate Action Taken

Follow Up Action to Be Taken


Is an investigation required?

Action Required

Who is Responsible

___________________________________
Management Signature

Target Date

Completion Date

____________________________________
Date

Delta-P Test Corp. Safety Handbook


Appendix C: Hazard Management

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Hazard Management Loop

No
Yes
Identify Hazard

Evaluation
Did it work?

Implement
Option

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Assess Hazard

Generate
Options

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Identify Hazard
The first step to managing any hazard is to identify it. Many times hazards are not
identified because they are not always obvious and there is often no deliberate effort to
identify them.
Use the following steps to identify hazards:
1. Before beginning a task, have all of the people involved in, or affected by, the
proposed work discuss the job. Focus on Who, What, When, Where, How, and
Why.
2. Participants ask questions to gain clarification on the work and identify where
there could be exposure to a hazard.
3. Identify any procedures, equipment, or materials that may pose a hazard.
4. Use Company safe work permits to help guide discussions.
Assess Hazard
Determine which of the identified hazards apply to the planned work and which do not.
Options must be generated to Control, Avoid, or Remove the hazards that apply to the
specific work tasks. Other identified hazards should be documented and this information
passed on to company supervisors for handling.
Generate Options
Once the hazards have been assessed and it has been determined that the hazard
applies to the task/work, you must identify some method to manage the exposure.
Deciding to take no action and leave the consequences to chance is not an acceptable
way of managing a hazard.
Seek the input of others to generate ideas about how to manage the assessed hazards.
Do not be afraid to use the experience of others.
Implement Options
From the list of generated options, select the one that best manages the hazard and has
the support of the people involved in the work (or affected by the work). Responsibilities
for individuals must be make clear at this time.
Evaluate
Monitor the progress of the work and verify that the controls/mitigation/removal of the
hazard is acceptable. If the implemented option is not working as required, proceed with
the following actions:
1. Make sure you understand the hazard.
influence what happens?

Are there other things that could

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2. Review other options and maybe create new ones.
3. Select and implement another option, monitor results.

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Appendix D: Workplace Hazardous Materials
Information System (WHMIS)

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Workplace
Health & Safety
WHMIS
Information for Employers

WHMIS
September 1999

WHMIS Information for Employers

Table of Contents
Introduction.......................................................................................................................... 1
What does W-H-M-I-S mean?.............................................................................................................................. 1
What is the purpose of WHMIS?......................................................................................................................... 1

Legislation ........................................................................................................................... 2
What is the WHMIS law called and where can I get a copy?.................................................................... 2
But Im already complying with TDG. ............................................................................................................ 2
What happens if companies dont comply with the WHMIS requirements?......................................... 3

Application........................................................................................................................... 4
Does WHMIS apply to every chemical?............................................................................................................ 4
Which products are excluded from WHMIS?.................................................................................................. 5
Which products are totally excluded?................................................................................................................ 5
Which products are excluded from the supplier aspects of WHMIS?.................................................... 6
Whos going to classify our products for us?................................................................................................... 7

Roles and Responsibilities.................................................................................................. 8


What are my responsibilities as an employer?............................................................................................... 8
Do my workers have any WHMIS responsibilities?...................................................................................... 8
What can I expect from my suppliers?.............................................................................................................. 8
What happens if a supplier sends me a controlled product that doesnt have a supplier label?.. 9
Some of my American suppliers arent co-operating. .................................................................................. 9
Can I get imported products to my plant to label them, or will they be stopped at the border?.... 9
What is the governments role?......................................................................................................................... 10

Labels ................................................................................................................................ 11
What does a WHMIS label look like?............................................................................................................... 11
What does a basic supplier label look like?................................................................................................... 11
Variations on the basic supplier label .............................................................................................................. 13
What does the small container label look like? ............................................................................................ 13
How do the WHMIS labelling requirements apply to products purchased in bulk?......................... 14
And laboratory chemicals, what kind of label variations might I find on them?................................. 15
How are laboratory samples labelled? ............................................................................................................ 15
Is that all the variations on the basic supplier label?.................................................................................. 16
What does a WHMIS work site label look like?............................................................................................ 16
Are there any variations on the WHMIS work site label?.......................................................................... 17
Tell me about placards.......................................................................................................................................... 17
When is it okay for me to simply identify a controlled product?.............................................................. 17
Are there any controlled products that dont require a WHMIS label of any kind?.......................... 17
Where do I get my WHMIS labels?.................................................................................................................. 18

Material Safety Data Sheets (MSDSs)............................................................................. 19


What is a Material Safety Data Sheet?........................................................................................................... 19
Are there any variations on the basic MSDS?........................................................................................... 19
How do I get MSDSs for the controlled products at my company?....................................................... 22
Am I responsible for updating all these MSDSs?........................................................................................ 22

CH008 Revised September 1999

WHMIS Information for Employers

My supplier says that some of the ingredients in the product are secret. Can he get away with
that?............................................................................................................................................................................. 23
We like to transfer supplier MSDSs onto our own MSDS format. Is that okay?.............................. 24
Are there any controlled products at the work site that dont require MSDSs?................................. 24
Is there anything else that I need to know about MSDSs?...................................................................... 24

Worker Education ............................................................................................................. 25


What must be included in WHMIS worker education?............................................................................... 25
Do I have to provide WHMIS worker education for all my workers?..................................................... 25
How often do I have to conduct WHMIS worker education at my company?.................................... 26
What is the standard for WHMIS worker education? ................................................................................. 26
Where can I get my workers trained?.............................................................................................................. 26

Confidential Business Information .................................................................................... 27


What does confidential business information mean?.............................................................................. 27
What information may be withheld as confidential business information?.......................................... 27
What if the supplier claims that some of the hazard information is confidential?............................. 27
Who decides if the information really is confidential business information? ...................................... 27
How do I know if the claim has been validated?.......................................................................................... 28
What happens if a claim is not validated?...................................................................................................... 28
What happens if theres an incident involving a controlled product that has a confidential
ingredient?................................................................................................................................................................. 28

Glossary............................................................................................................................ 29
Appendix 1 Obtaining WHMIS legislation......................................................................... 36
Appendix 2 Resources ..................................................................................................... 37

CH008 Revised September 1999

WHMIS Information for Employers

Introduction
What does W-H-M-I-S mean?
The letters W-H-M-I-S stand for Workplace Hazardous Materials Information System.
WHMIS is a national hazard communication system. It affects suppliers, importers and
distributors of potentially hazardous materials used at work sites, and employers and
workers who use those materials.

What is the purpose of WHMIS?


WHMIS was developed to ensure that persons at work sites receive adequate hazard
information about chemicals that are used there. The system requires that suppliers and
distributors of controlled products convey specified hazard information to their industrial
customers, i.e. employers, and that the employers pass that hazard information on to
their workers.
WHMIS has three major elements:
1. Labels WHMIS labels provide the essential information that a person needs to
know to handle a particular product safely.
2. Materials Safety Data Sheets (MSDSs) MSDSs provide basic technical
information about a products physical characteristics and its hazardous properties.
3. Worker education This element provides persons at work sites with two kinds of
information. First, it explains just what information they can expect to receive as a
result of WHMIS. And second, it teaches them specific hazard information and safe
work procedures that they can use directly at their jobs.
WHMIS was implemented through coordinated federal, provincial and territorial
legislation.

CH008 Revised September 1999

WHMIS Information for Employers

Legislation
What is the WHMIS law called and where can I get a copy?
There are two main bodies of WHMIS law (legislation). There are federal WHMIS laws,
which deal mostly with the supplier aspects of the system. There are also provincial,
territorial and Labour Canada WHMIS laws. These deal with the employer and worker
aspects of WHMIS.
The federal legislation consists of:
The Hazardous Products Act (HPA);
The Controlled Products Regulations (CPR);
The Ingredient Disclosure List;
The Hazardous Materials Information Review Act; and
The Hazardous Materials Information Review Regulation.
This legislation specifies requirements for supplier labels and MSDSs and requires
suppliers to provide users with MSDSs when products are purchased. It also makes
provision for the protection of confidential business information.
The federal WHMIS law is available from Supply and Services Canada or from federal
government publication outlets across Canada (see Appendix I).
The provincial, territorial and Labour Canada WHMIS laws deal with WHMIS at the work
site level. This legislation defines the various responsibilities of employers and workers
under WHMIS.
Albertas WHMIS law is contained in Part 2 of the Chemical Hazards Regulation. It was
developed under the authority of the Occupational Health and Safety Act, which
establishes the fundamental principles of Albertas occupational health and safety law.
All Alberta occupational health and safety regulations, including the Chemical Hazards
Regulation, are available from the Queens Printer (see Appendix 1).

But Im already complying with TDG.


The Transportation of Dangerous Goods (TDG) law is not the same as the WHMIS law.
TDG was enacted to protect the general public from hazards associated with
transporting dangerous materials on public roads, in the air, by rail or on waterways.
WHMIS, on the other hand, was developed to protect the health and safety of people at
work sites by providing them with hazard information about the chemicals they work
with. The two systems often deal with the same chemicals TDG while the product is
in transit and WHMIS when the product reaches the work site.

CH008 Revised September 1999

WHMIS Information for Employers

What happens if companies dont comply with the WHMIS requirements?


Companies found violating the WHMIS law are subject to various legal procedures. The
outcome of the legal procedures depends on many factors such as the seriousness of
the problem, the companys compliance history, etc.
Violation of the federal WHMIS law may result in seizure of products and/or prosecution.
The outcome of prosecution may be a fine of up to $1,000,000 and/or imprisonment for
up to two years.
Violation of the provincial WHMIS law may result in orders to make changes, shut down
of work site operations, or prosecution. The outcome of prosecution for violation of the
Occupational Health and Safety Act or its regulations may be fines of up to $300,000
and/or imprisonment for up to one year.

CH008 Revised September 1999

WHMIS Information for Employers

Application
Does WHMIS apply to every chemical?
No. WHMIS does not apply to every chemical product.
WHMIS applies only to products that meet certain criteria. These products are called
controlled products.
There are six classes of controlled products. Any product that meets the criteria for any
one (or more) of the six WHMIS classes is a controlled product and is included in
WHMIS. A few products are covered by other legislation, so they have been excluded
from WHMIS requirements.
There is no comprehensive list of controlled products. The only way to find out if a
product is a controlled product or not is to compare its properties with the criteria for
each of the six classes of controlled products.
Each class of controlled products has a distinct hazard symbol. Class D has one symbol
for each of its three divisions. (Class B has six divisions, but all six are represented by
the same hazard symbol.)
Figure 1 shows the six WHMIS classes and their hazard symbols. The WHMIS
classification criteria are contained in the federal Controlled Product Regulation.

CH008 Revised September 1999

WHMIS Information for Employers

Figure 1

The WHMIS classes and hazards symbols

Which products are excluded from WHMIS?


There are two groups of excluded products. The first is totally excluded from all WHMIS
requirements. The second consists of products that are excluded only from the supplier
aspects of WHMIS.

Which products are totally excluded?


Products excluded from all aspects of WHMIS are:
wood and products made of wood;
tobacco and products made of tobacco;
manufactured articles;
dangerous goods while they are covered by TDG legislation i.e. while in transit; and
hazardous wastes (except that safe storage and handling are required through the
combination of any mode of identification and worker training).

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Products made of wood and products made of tobacco do not include products made
from wood and products made from tobacco. For example, lumber, which is made of
wood, and cigarettes, which are made of tobacco, are excluded from WHMIS by this
exemption. On the other hand, turpentine, which is made from wood, and nicotine,
which is extracted from tobacco, are included.
Manufactured article means a product that is manufactured to a specific shape, and
whose function depends on that shape. Manufactured articles do not release controlled
products during normal use. Coated pipe is an example of a product that is exempted
from WHMIS by this provision. The coating material may have been a controlled product
when it was applied, but it is not released during normal use of the pipe. Welding rods,
on the other hand, are not exempted by this provision because they release controlled
products (as part of the welding fume) during their normal use.
You should note that the release of controlled products during the installation of a
material does not prohibit its exemption from WHMIS by the manufactured article
provision. New carpet, for example, usually releases certain gases during installation
and for a short time afterward. But installation is not normal use. So carpet is
considered a manufactured article and is totally exempted from WHMIS.
Even though these products are exempt from WHMIS, the Alberta Chemical Hazards
Regulation deals with materials that are hazardous but are not controlled products.
These hazardous materials are called harmful substances. Employers have three
responsibilities regarding harmful substances. They must:
ensure that harmful substances or their containers are clearly identified;
establish procedures to minimize worker exposure to these substances; and
train workers in those procedures and in the health hazards associated with
exposure to the harmful substance.

Which products are excluded from the supplier aspects of WHMIS?


This group of products includes:
explosives, which are covered by the Explosives Act;
cosmetics, devices, foods and drugs, which are covered by the Food and Drug Act;
pesticides and herbicides, which are covered by the Pest Control Products Act;
radioactive materials, which are covered by the Atomic Energy Control Act; and
consumer products that are restricted products and covered by the Hazardous
Products Act (HPA).
Consumer product means a product that is packaged in quantities appropriate for the
public, available to the public in retail outlets and labelled with the restricted product
labelling required by the HPA. For example, a solvent that is packaged in a 250 ml size,
labelled with a restricted product label and offered for sale in a regular hardware store is
considered a consumer product. The WHMIS consumer product exemption applies.
The supplier does not have any WHMIS responsibilities to meet. Yet the same product
in a 454 litre drum, sold at an industrial supply outlet, would not be permitted this
exemption. It would be considered a controlled product and all WHMIS requirements
would apply.
Information requirements for these products were addressed by the Explosives Act, the
Food and Drug Act, etc, long before WHMIS was developed. These laws are currently

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WHMIS Information for Employers

being reviewed to ensure that their information requirements are as stringent as those of
WHMIS. If this is found not to be the case, the situation will be corrected. Those
individual laws will be amended or the products will be brought into WHMIS so that users
receive information that meets the WHMIS standard.

Whos going to classify our products for us?


Canadian suppliers must classify the controlled products they sell to you.
But the classification of products you produce on-site for use on-site, products you
obtained prior to WHMIS and still have on-site, and products you import, is your
responsibility.
Classification can be complicated. If you dont have occupational health and safety
personnel or chemists on your staff, you may wish to engage outside assistance. The
Canadian Centre for Occupational Health and Safety (CCOHS) can help with the
classification of pure substances. Private consultants are available to help with the
classification of more complex products.
Appendix 2 lists resources available to provide you with assistance.

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WHMIS Information for Employers

Roles and Responsibilities


What are my responsibilities as an employer?
Albertas Occupational Health and Safety Act requires employers to take all reasonable
measures to protect the health and safety of workers at their companies. WHMIS is an
important tool for employers to use in achieving this objective.
Employers have an important role to play in the effective implementation of WHMIS.
This role is documented in the Chemical Hazards Regulation as a series of
responsibilities. The employer is responsible for ensuring that:
all controlled products at their work sites are labelled with appropriate WHMIS labels;
there are up-to-date (no more than 3 years old) WHMIS MSDSs for all controlled
products at the site and these MSDSs are located in a place readily accessible to
everyone who works there; and
workers at their work site have had the appropriate WHMIS worker education to
protect their health and safety on the job.

Do my workers have any WHMIS responsibilities?


The Occupational Health and Safety Act requires workers to cooperate with their
employers to protect their own and other workers health and safety on the job. The
Chemical Hazards Regulation specifically requires that they participate in WHMIS
worker education provided by their employers.
A Safety Bulletin similar to this one, (CH007) WHMIS Information for Workers is also
available from Alberta Human Resources and Employment, Workplace Health and
Safety. It describes the WHMIS system in general, labels, Material Safety Data Sheets,
worker education, suppliers responsibilities, employers responsibilities and workers
responsibilities.

What can I expect from my suppliers?


Canadian suppliers of controlled products have two main WHMIS responsibilities:
1. label each controlled product they sell to Canadian work sites with an appropriate
WHMIS supplier label with information written in both English and French; and
2. develop a WHMIS MSDS for each controlled product they sell to Canadian work
sites. They must provide a copy of that MSDS (in English or French, as the
customer chooses), to each Canadian work site customer.
Distributors of controlled products have the same responsibilities as suppliers. You can
expect distributors to provide you with the same WHMIS information you would get from
a supplier.
Note: These responsibilities are described in detail in Safety Bulletin (CH009) WHMIS
Information for Suppliers, also available from Workplace Health and Safety.

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WHMIS Information for Employers

What happens if a supplier sends me a controlled product that doesnt have a


supplier label?
This is a very important question.
Youre not allowed to use this product until you have received and applied the correct
label. In fact, you have permission to store it on your site only if you are actively seeking
the proper label, and if you have placed a placard over the product. (Placards are
discussed on page 17)
This situation is the same if a supplier sends you a controlled product for which you have
not received a WHMIS MSDS. You may store the product, but you may not use it until
you obtain the WHMIS MSDS.
You may, of course, refuse to accept a product that arrives at your site without the
proper WHMIS label or MSDS. The choice is yours.

Some of my American suppliers arent co-operating.


WHMIS is Canadian law. It applies only in Canada. Your American suppliers, or any
other foreign suppliers, may not be aware of it. Even if they do know about WHMIS,
they may not be willing to comply with its supplier requirements.
WHMIS responsibilities for controlled products imported into Canada for use at work
sites fall to the importing companies. In other words, companies that import controlled
products must ensure that WHMIS supplier labels are developed and applied to the
products, and that WHMIS MSDSs for the products are obtained.
Importers have these responsibilities for products that are imported for sale to other
Canadian work sites and for products that are imported for use within the importing
company. If you import a controlled product for use at your work site, you are
responsible to ensure that it has a WHMIS supplier label and a WHMIS MSDS.

Can I get imported products to my plant to label them, or will they be stopped at
the border?
Importers may bring a controlled product into Canada without a WHMIS supplier label or
a WHMIS MSDS, as long as the Alberta government is notified and the WHMIS
requirements are met before the product is used or sold.
Notification to the government must include:
identification and description, i.e. the classification of the product;
address in Alberta at which the supplier label will be applied, a list of the other
provinces into which the product will be imported; and
if requested:
a sample of the product,
import schedule, and
quantity of product to be imported.

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WHMIS Information for Employers

Notification should be sent to:


WHMIS Coordinator
Alberta Human Resources and Employment
Workplace Health and Safety
9th Floor, 10808-99 Avenue
Edmonton, Alberta T5K 0G5
You must put WHMIS supplier labels on these products, and develop WHMIS MSDSs
for them before you can use them or sell them.

What is the governments role?


Government has two major roles in implementing WHMIS at Alberta workplaces. These
roles are consultation and enforcement. Alberta Human Resources and Employment,
Workplace Health and Safety deals with all aspects of WHMIS in the province. The
Department consults with Alberta employers, suppliers and workers to help them
understand their WHMIS responsibilities. The Department can provide information
materials, including this booklet and the accompanying ones for workers and suppliers,
pamphlets and booklets on many aspects of chemical safety, and references to other
resources.
Workplace Health and Safety enforces both federal and provincial WHMIS legislation in
Alberta. Occupational Health and Safety Officers inspect Alberta work sites for
compliance with WHMIS (and for compliance with other Alberta occupational health and
safety legislation). They explain any violations that are observed to the parties
responsible for the work site, specifying a date for compliance. If violations continue,
more stringent measures may be taken, including compliance orders, site closure,
product seizure and prosecution.

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WHMIS Information for Employers

Labels
What does a WHMIS label look like?
There are two main kinds of WHMIS labels supplier labels and work site labels.
Supplier labels are the labels that must be present on controlled products in their original
(supplier) containers. These include:
controlled products sold by Canadian suppliers and distributors to Canadian work
sites;
controlled products imported into Canada for use at work sites; and
old controlled products which employers obtained prior to WHMIS coming into
effect and that are still present at the work site.
Work site labels are used only by employers and workers. They are applied to:
containers into which controlled products are transferred;
containers of controlled products that are produced at the work site for use there;
and
supplier containers, to replace supplier labels (and labels that are accepted as
supplier labels, such as labels on pesticides and consumer products) that have been
accidentally damaged or defaced, where new supplier labels cannot be obtained.
There are different information requirements for supplier labels and work site labels. In
addition, there are some situations in which the basic requirements for each type of label
are relaxed and less detailed labels may be used.

What does a basic supplier label look like?


An example of a WHMIS supplier label is shown in Figure 2. These labels are easy to
recognize because they have a unique, rectangular slash-marked border.

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WHMIS Information for Employers

Figure 2

An example of a WHMIS supplier label

The basic WHMIS supplier label has seven required pieces of information which must be
contained within the rectangular border. Figure 3 lists these requirements. The supplier
label information must be written in both French and English. The only acceptable
alternative to this provision is the use of two, equally visible labels, one in French and
one in English.
There is no specified format for the WHMIS supplier label. There is no size requirement
either, but the label must be large enough to be legible.
Finally, the label must be located on some area of the product where it will be readily
seen.

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WHMIS Information for Employers

Figure 3
1.

Information required on a WHMIS supplier label


Product Identifier
Same as on MSDS.

2.

Supplier Identifier
Identifier of manufacturer or distributor, as appropriate

3.

Hazard Symbols
All WHMIS hazard symbols applicable to the products classification.

4.

Risk Phrases
Brief statements on the main risks associated with the product.

5.

Precautionary Measures
Brief statement of main precautions to be taken.

6.

First Aid Measures


Main first aid measures to be taken in case of acute overexposure.

7.

Reference to the Material Safety Data Sheet


For more detailed information

Variations on the basic supplier label


There are five variations that you might encounter:
1. small containers (less than 100 ml) are permitted to carry a shorter version of the
supplier label;
2. suppliers who provide controlled products in bulk shipments may provide the supplier
label information in three different forms;
3. laboratory supply houses are permitted to use three unique variations of the basic
supplier label on certain controlled products they sell;
4. samples sent to laboratories for analysis are allowed to have a different type of label;
and
5. labels on compressed gas cylinders may have a curved shape to reduce distortion.

What does the small container label look like?


Containers with a capacity of 100 ml or less are permitted to carry WHMIS supplier
labels which do not have Risk Phrases, Precautionary Measures or First Aid Measures.
An example of the Small Container Label is shown in Figure 4.

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WHMIS Information for Employers

Figure 4

An example of a WHMIS small container label

How do the WHMIS labelling requirements apply to products purchased in bulk?


Bulk shipment has a special meaning in WHMIS. It is:
a shipment of a controlled product that is contained without intermediate
containment or intermediate packaging, in
(a) a vessel with a water capacity of more than 454 litres,
(b) a freight container, a road vehicle, a railway vehicle, a portable tank, a freight
container carried on a road vehicle, railway vehicle, ship or aircraft, or a
portable tank carried on a road vehicle, railway vehicle, ship or aircraft,
(c) the hold of a ship, or
(d) a pipeline.
Suppliers of materials which are shipped in bulk have three choices when satisfying the
WHMIS labelling requirements. They can:
provide you with a regular supplier label, and give it to you when the product is
delivered or in advance of the delivery;
modify the MSDS for the product so that it contains the supplier label information as
well as information required on the MSDS; or
send you the supplier label information as a separate document.
Keep in mind that the supplier gets to make this choice. If the supplier sends you a
supplier label, you must attach it to your container of the product. On the other hand, if

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WHMIS Information for Employers

the supplier chooses one of the other two options, you must use the information
provided to make a work site label and apply that label to the products container.

And laboratory chemicals, what kind of label variations might I find on them?
Controlled products used in laboratories may have regular WHMIS supplier labels.
However, controlled products that are:
from laboratory supply houses;
intended for use in laboratories; and
packed in quantities of 10 kg or less may be labelled with either of two supplier label
variations:
1. they may be labelled with all of the information required on a WHMIS MSDS, in
which case the supplier is not required to provide a separate MSDS to the
customer; or
2. they may be labelled with a basic supplier label from which the WHMIS border,
the hazard symbols, and the supplier identifier have been omitted.

How are laboratory samples labelled?


Samples for laboratory analysis can present a unique situation. Sometimes it isnt
possible to determine whether the sample is a controlled product or not. Sometimes
samples are sent for analysis to determine if the product meets one or more of the
WHMIS classification criteria.
If you find yourself faced with this dilemma, you are expected to make your best
judgement as to whether the material is a controlled product and to treat it accordingly.
Samples sent to a laboratory should, as a general rule, have a basic supplier label and
be accompanied by a WHMIS MSDS.
Sometimes there is no MSDS for the product because its properties have not yet been
determined. For example, the sample may be from a newly developed product. It isnt
possible to have an MSDS when the product is first being evaluated.
Such a sample (if it is less than 10 kilograms) may still be sent to the laboratory, even
though the MSDS cannot accompany it. These special samples must be labelled with
the following information:
sample identifier;
identity of the ingredients in the sample which are themselves controlled products, if
known;
name of the person sending the sample; and
the statement Hazardous Laboratory Sample. For hazard information or in an
emergency call, followed by an emergency telephone number of the person sending
the sample.
This label does not require the cross-hatched border. An example is shown in Figure 5.

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WHMIS Information for Employers

Figure 5

Label for a sample of a controlled product that has no MSDS


Sample for Analysis

Sample number:

203

Contents:

Toluene, xylene, water

Name of person sending sample:

John Ranchman

Hazardous Laboratory Sample


For hazard information, or in an emergency call:
(403) 297- 4034
(emergency telephone number)

Is that all the variations on the basic supplier label?


Thats it. There arent any other variations on the basic supplier label. But dont forget,
the federally-legislated labels on explosives, pesticides, consumer products, etc., as
described on page 6, are acceptable for these products.

What does a WHMIS work site label look like?


Work site labels are performance-oriented. That means that there are very few
requirements about their content and format but the labels must be effective in providing
workers with the information needed to handle the product safely.
Work site labels have only three required content elements:
product identifier;
information for safe use of the product; and
reference to the MSDS.
There are no format requirements or language requirements and the WHMIS border is
not required. An example of a work site label is shown in Figure 6.
Figure 6

An example of a WHMIS work site label

TOLU-SOLV
All Purpose Cleaner
Flammable: Keep away from all sources of heat,
sparks, and open flames
Toxic:

When handling, use neoprene gloves,


goggles, and organic vapour respirator
See MSDS for more information

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WHMIS Information for Employers

Are there any variations on the WHMIS work site label?


Variations from the WHMIS work site label include the use of placards, warning signs,
and coding (either by colour, number or lettering system).

Tell me about placards


Sometimes its more practical to placard controlled products than to label them. The
WHMIS law permits this variation in the following situations:
controlled products that are not in containers;
controlled products that are produced for sale, but that have not yet reached the
labelling stage of the production process; and
controlled products that are destined for export only.
The placards must include the information required on WHMIS work site labels. They
must be large enough to be easily legible and must be located in a position that will
make them readily obvious to workers.
Theres one other situation where placards are permitted. This is the situation where the
controlled product arrives on-site without the required supplier label and you store it
while you track down the WHMIS supplier label. See page 9.

When is it okay for me to simply identify a controlled product?


There are five situations where you may use any method of clear identification to label
controlled products. They are:
1. controlled products in on-site transport or reaction systems such as pipes, tank
trucks, ore cars, conveyor belts, reaction vessels, etc.;
2. mixtures and substances undergoing analysis, tests or evaluation in a laboratory;
3. controlled products that are transferred from other (adequately labelled) containers,
kept under the control of the person who made the transfer, and that are used up
during the shift in which the container was filled;
4. controlled products for use in laboratories that are transferred from the suppliers
containers to laboratory containers, or controlled products produced in laboratories
for use there only; and
5. hazardous wastes produced in the workplace.
These materials may be identified by any clear means, such as painted-on, stencilledon, or even hand-written identifiers or colour codes.

Are there any controlled products that dont require a WHMIS label of any kind?
There are only two groups of controlled products in this category. They are:
controlled products for immediate use; and
fugitive emissions.
A controlled product for immediate use is one that is transferred from a properly
labelled container to another container, and that will be transferred immediately from the
second container into some chemical process where it will be totally consumed. The

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WHMIS Information for Employers

transfer container need not have any type of WHMIS label. An example of this situation
is the measuring of a reagent before adding it to a chemical reaction vessel.
Fugitive emissions cannot be labelled because they are spread through the air or over a
surface. However, the equipment from which the emissions escape must be labelled
with an appropriate work site label.

Where do I get my WHMIS labels?


Supplier labels come with the controlled products you purchase from Canadian
suppliers.
However, you may have old controlled products at your site. You may also import
controlled products for use at your company. Both these kinds of controlled products
require the application of supplier labels. You may be fortunate enough to have
suppliers who are able, and willing, to provide these supplier labels to you. If not, the
responsibility falls to you. You may have staff who can perform this task for you,
otherwise you will need to seek outside expertise. Once you have developed the
content and design of the labels, you can have them produced at in-house or
commercial printing facilities.
Many printing houses and safety equipment suppliers carry commercially printed, blank
work site labels. If you dont want to buy labels, you may write the required information
directly on product containers or use readily available materials, such as paper or
plastic, to make the labels.

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WHMIS Information for Employers

Material Safety Data Sheets (MSDSs)


What is a Material Safety Data Sheet?
Material Safety Data Sheets are commonly known as MSDSs. These documents
contain information that is more detailed and more technical than the information on
WHMIS labels.
MSDSs have nine categories of information. The categories and the information to be
contained in them are listed in Figure 7.
There are no format requirements for WHMIS MSDSs. Writers may use any format they
choose, as long as the required information is included. However, each of the nine
categories must be identified by a heading identical, or similar, to that shown in Figure 8.
The WHMIS border is not required. Figure 8 shows a model of a WHMIS MSDS.
The final requirement for MSDSs is that they be up-to-date. Suppliers must update an
MSDS whenever they become aware of new information which could cause the current
one to be outdated, or every three years, whichever comes first. You should never
receive an MSDS from a Canadian supplier which is more than three years old.

Are there any variations on the basic MSDS?


Just two. Generic MSDSs are permitted for groups of controlled products that are
basically the same but have small variations in ingredients from one product to another.
A line of paints is an example of such a group.
The (generic) MSDS for each individual product must indicate the product identifiers for
all products in the group. It must also be supplemented with any information that is
different for the individual product than for the group. Additional ingredients, variations in
concentration of ingredients, and different hazard information, are examples of
information that might vary from product to product within a group.
An MSDS that uses the ISO, ILO, ECC, or ANSI 16-heading format is also acceptable as
long as all of the required information is provided. Under the Regulatory Information
heading the following statement should be provided: This product has been classified
in accordance with the hazard criteria of the Controlled Products Regulation and the
MSDS contains all the information required by the Controlled Products Regulations.
The heading format requires inclusion of the following information:

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WHMIS Information for Employers

Figure 7
1.

Information required on a WHMIS Material Safety Data Sheet


Hazardous ingredients
i
Required ingredients
i
CAS registry number
i
PIN
i
LD50 (species and route)
i
LC50 (species and route)

i
i
i
i
i

Lower flammable limit


Auto-ignition temperature
Hazardous combustion products
Explosion data- sensitivity to mechanical impact
Explosion data sensitivity to static discharge

2.

Preparation information
i
Person or group responsible for preparation, and telephone number
i
Date of preparation

3.

Product Information
i
Product identifier
i
Product name
i
Product use
i
Manufacturers name, address, and emergency telephone number
i
Suppliers name, address and emergency telephone number

4.

Physical data
i
Physical state
i
Odour and appearance
i
Odour threshold
i
Specific gravity
i
Vapour pressure
i
Vapour density

5.

i
i
i
i
i

Fire or Explosion Hazard


i
Conditions of flammability i
i
Means of extinction
i
i
Lower flammable limit
i
i
Auto-ignition temperature i
i
Hazard combustion products

Evaporation rate
Boiling point
Freezing point
pH
Coefficient of water/oil distribution

Flash point and method of determination


Upper flammable limit
Explosion data sensitivity to mechanical impact
Explosion data sensitivity to static discharge

6.

Reactivity Data
i
Conditions of instability
i
Substances with which product is incompatible
i
Condition of reactivity
i
Hazardous decomposition products

7.

Toxicological Properties
i
Route of entry
i
Effects of acute exposure
i
Effects of chronic exposure
i
Exposure limits
i
Irritancy of product
i
Sensitizing properties

i
i
i
i
i

Carcinogenicity
Reproductive toxicity
Teratogenicity
Mutagenicity
Toxicologically synergistic products

Preventive Measures
i
Personal protective equipment
i
Engineering controls
i
Spill/leak procedures
i
Waste disposal

i
i
i

Handling procedures/equipment
Storage requirements
Shipping information

8.

9.

First Aid Measures


i
Specific first aid measures

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WHMIS Information for Employers

Figure 8

An example of the basic WHMIS MSDS

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WHMIS Information for Employers

1. Chemical product and company information;


2. Composition/information on ingredients
3. Hazards identification;
4. First aid measures;
5. Fire fighting measures;
6. Accidental release measures;
7. Handling and storage;
8. Exposure controls, personal protection;
9. Physical and chemical properties;
10. Stability and reactivity;
11. Toxicological information;
12. Ecological information;
13. Disposal considerations;
14. Transport information
15. Regulatory information; and
16. Other information.
Note:
ISO
ILO
ECC
ANSI

=
=
=
=

International Organization for Standardization


International Labour Organization
European Community Commission
American National Standards Institute

How do I get MSDSs for the controlled products at my company?


Canadian suppliers (or distributors) will send you WHMIS MSDSs when you buy
controlled products from them. Theyll provide those MSDSs in your choice of English or
French. If you dont specify which language you prefer, the supplier will send the MSDS
in whichever of those languages you and the supplier usually communicate.
You should note however that the supplier does not have to send you an MSDS with
every shipment of a specific controlled product. The supplier will send a WHMIS MSDS
with the first shipment. After that, the supplier is only required to send you a new MSDS
for the product with the next shipment you buy after the MSDS has been updated.
Employers are responsible for obtaining or developing MSDSs for the other controlled
products at their work sites. These include controlled products purchased before
WHMIS came into effect, controlled products obtained from foreign suppliers and
controlled products produced at the work site for use there.
Suppliers may be able, and willing, to provide WHMIS MSDSs (as well as supplier
labels) for old products or imported products. If not, your company will have to take on
this task.

Am I responsible for updating all these MSDSs?


As you know, Canadian suppliers are required to provide you with a current MSDS (upto-date and less than three years old) when you buy a controlled product. You can
expect your supplier will provide updated MSDSs (whenever one is available) for
controlled products you buy on a regular basis. Whenever you receive an updated

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WHMIS Information for Employers

MSDS from one of your regular suppliers, replace the MSDS you have with the updated
one.
You may have a number of controlled products that you buy on a one-time-only or an
irregular basis. Keeping the MSDSs for these products up-to-date might be a bit more
complicated. Whenever you become aware of new hazard information which pertains to
one of these products, or whenever one of these MSDSs becomes three years old, your
company will have to update the sheet. You could contact the supplier and request the
current MSDS. But remember that the supplier doesnt have a legal obligation to provide
it to you until you buy more of the product. Alternatively, you can ask the supplier for
enough information to update the MSDS yourself. If the supplier does not cooperate you
will either have to use your company resources to get the MSDS updated or stop using
the product.
MSDSs for controlled products which are produced at your company or which you import
for use at your company must be updated by your company. They must be reviewed
every three years (or more often if new hazard information becomes available in the
interim), and updated as necessary.

My supplier says that some of the ingredients in the product are secret. Can he
get away with that?
WHMIS makes provision for the protection of certain secret information, called
confidential business information, from disclosure on WHMIS supplier labels or
MSDSs.
Only certain specific information qualifies as confidential business information. Even this
specific information may be withheld from disclosure only when certain conditions are
met.
Suppliers may withhold the identity of any ingredient(s) in a controlled product, the
concentration of any ingredient(s), or the identity of any toxicology study which would
identify the ingredient(s), as confidential business information. Employers may withhold
the product identifier and information which would identify the supplier, as well as the
same information which suppliers may withhold.
Other information physical properties, hazard information and preparation must
always be revealed on the MSDS. It can never be withheld as confidential business
information.
If confidential business information has been withheld from a supplier label or MSDS,
this fact will be clearly indicated. The secret information will be replaced with a
Hazardous Materials Information Review Commission (HMIRC) Registry number and the
date on which the claim was filed (or date when the information was validated as secret.)
Confidential business information is discussed later in this Safety Bulletin.

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We like to transfer supplier MSDSs onto our own MSDS format. Is that okay?
WHMIS does not discourage this practice. In fact, standard format company MSDSs
have many advantages. A consistent format from one sheet to the next makes it much
easier for readers to find the specific information they are looking for. And the use of
consistent terminology throughout the complete collection of MSDSs improves
readability.
Employer MSDSs must contain all of the information that was on the supplier MSDS.
Additional hazard information that the employer is aware of should also be included on
the employer MSDS. The original supplier MSDSs must be available to persons at the
work site, and the employer MSDS must indicate this fact.

Are there any controlled products at the work site that dont require MSDSs?
Certain controlled products such as pesticides, explosives, etc., are excluded from the
supplier aspects of WHMIS. (These are discussed on page 6.) Suppliers are not
required to provide MSDSs for these products, and employers are not required to obtain
them.
MSDSs are not required for intermediate products in reaction vessels either. These
chemicals have a very short life. Often, they are not even identified.
Finally, laboratory supply houses are permitted to sell certain controlled products without
providing MSDSs. These controlled products must be less than 10 kilograms in quantity
and sold for use in laboratories only. Instead of the basic supplier label, they must be
labelled with all of the information that is required for the basic WHMIS MSDS.

Is there anything else that I need to know about MSDSs?


Just one thing. MSDSs for the controlled products at your work site must be readily
available to workers who might want to see them. Theres no requirement about where
you should keep them, but it has to be a place where workers have access to the
information on the MSDSs whenever they need it. You may wish to make extra copies
of MSDSs so you can locate them in different areas of your work site. MSDSs can be
available in electronic format as long as workers can readily access them.

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WHMIS Information for Employers

Worker Education
What must be included in WHMIS worker education?
WHMIS worker education includes four areas of instruction:
1.
2.
3.
4.

WHMIS labels and MSDSs;


hazard information;
identification codes; and
procedure for the safe use, storage and handling of controlled products, and
procedures for dealing with fugitive emissions and emergencies.

Provision of information about WHMIS labels and MSDSs is referred to as generic


WHMIS worker education. It includes instruction in the content that must be present on
WHMIS supplier labels, WHMIS work site labels and WHMIS MSDSs, as well as
instruction in the meaning of that information and its significance to persons at the work
site.
Generic WHMIS worker education is extremely important. Labels, and to an even
greater extent, MSDSs, are the major source of hazard information for persons at most
work sites. For this reason, its imperative that people know what information to expect
on labels and MSDSs and that they understand what that information really means.
Instruction in hazard information, identification codes and safe work procedures is known
as work site specific WHMIS worker education.
Hazard information includes all pertinent hazard information on the controlled products a
person works with or the controlled products a person is involved in producing. All the
hazard information provided by suppliers of the products, and all other hazard
information of which the employer is aware, must be included in the worker education.
Identification Codes includes colour codes, number codes and any other means of
clear identification that is used to label controlled products in transfer systems, reaction
vessels, etc.
Instruction in procedures may have been provided already, during operations training or
other occupational health and safety training. If so, and if that training meets the WHMIS
worker education standard for effectiveness, the training need not be repeated for
WHMIS purposes.

Do I have to provide WHMIS worker education for all my workers?


The answer to that question depends on the work that each person performs.
All persons at your work site who work with or in proximity to controlled products, or who
do work involved in the manufacture of a controlled product, must be provided with
WHMIS worker education.
The generic worker education will be the same for all persons who participate in your
worker education program. But the work site specific component of the program will

CH008 Revised September 1999

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WHMIS Information for Employers

probably vary among groups of workers. The hazard information a person needs to
know and the procedures in which a person is trained depends on the work they do.

How often do I have to conduct WHMIS worker education at my company?


The WHMIS law doesnt specify how frequently worker education must be conducted.
Instead, it provides a standard for the effectiveness of the training and requires that the
standard be achieved on an ongoing basis.

What is the standard for WHMIS worker education?


The program is considered to be effective when workers can apply the information they
were taught to protect their own health and safety on the job.
You might use a variety of methods to decide if this standard has been achieved. These
could include practical or written tests, job observation, etc. The legislation does not
specify how to conduct the training, how frequently to conduct it, or how to test for
achievement of the standard. It leaves all those decisions to you, to do in the way that
works best at your company.
Adequately informed workers can be identified by their ability to answer four questions:
1.
2.
3.
4.

What are the hazards of the controlled product?


How are you protected from those hazards?
What do you do in case of an emergency?
Where can you get additional hazard information? (this checks the workers ability to
read and understand a WHMIS label and MSDS)

The employer must review the program of instruction at least once each year, or more
often if conditions at the work site change or new information on a controlled product
becomes available. This does not necessarily mean that re-instruction is required, but is
meant to identify whether the program should be updated.

Where can I get my workers trained?


Many private companies provide training services to assist you with developing or
presenting generic WHMIS worker education. Or, of course, you can design and
present it in-house.
Work site specific WHMIS worker education is another matter. It involves training
personnel in procedures that are specific to your company. Only rarely would an outside
firm be familiar enough with those procedures to teach your staff to conduct them. This
training is best designed and provided by on-site personnel.

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WHMIS Information for Employers

Confidential Business Information


What does confidential business information mean?
Confidential business information is specific information that would otherwise have to be
revealed on a WHMIS label or MSDS but is a company secret that is financially valuable
to the company. Genuine confidential business information may be withheld from
disclosure on WHMIS labels or MSDSs.

What information may be withheld as confidential business information?


Suppliers may withhold:
the identity or concentration of one or more ingredients of a controlled product; or
the name of toxicological studies that would identify those ingredients, if this
information is genuine confidential business information.
An employer may need to protect the identity of a product used at the company. The
supplier may need to keep this information secret even from staff. For example, the
product may be a secret ingredient in an important product that the company produces,
or it may be a catalyst in a chemical reaction that occurs along the production line. The
employer may need to keep this information secret even though the supplier of the
product has no particular need to do so.
Employers may withhold the same information as suppliers. They may also withhold the
product identifier or information that would identify the supplier if it is genuine confidential
business information.

What if the supplier claims that some of the hazard information is confidential?
Hazard information can never be withheld from disclosure.
Only the information described in the previous section may be withheld. Even that
limited amount of information may be withheld only if it is validated as WHMIS
confidential business information.

Who decides if the information really is confidential business information?


Suppliers or employers who wish to withhold any of the information described above
must file a claim with the Hazardous Materials Information Review Commission (HMIRC)
that the information is genuine confidential business information.
Parties who have claims of confidential business information must submit the following
information to the Commission:
the secret information;
evidence that the information is confidential;
the MSDS and/or label in the form in which the claimant wants to use it, i.e. with the
confidential information omitted but with all other required information included; and
a filing fee.

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WHMIS Information for Employers

Staff at the HMIRC review the claim to determine its validity and review the products
MSDS and/or label to ensure that the information is complete and accurate.
For importers of controlled products, trade secrets, proprietary information, or a
registered trade secret claim in another country are not valid in Canada. The
manufacturer must register with HMIRC if they wish to withhold confidential business
information.

How do I know if the claim has been validated?


Claimants are given a registry number when they submit their claims to the Commission.
They are required to record this number and the date the claim was submitted on their
label and/or MSDS in place of the withheld information.
If the claim is accepted, the claimant must indicate this fact on the label and/or MSDS
along with the registry number and the date the claim was validated.

What happens if a claim is not validated?


If the Commission decides that a claim is not valid, the claimant will be ordered to reveal
the information they had applied to withhold, or to remove the product from the market.
Decisions of the Commission may be appealed to a tripartite appeals panel. This is the
final step that may be taken in the effort to protect information from disclosure on
WHMIS labels or MSDSs.

What happens if theres an incident involving a controlled product that has a


confidential ingredient?
Suppliers or employers who have been granted an exemption from disclosure of
confidential business information must reveal that information to a medical professional if
the information is needed for diagnosis or treatment of a medical emergency.
They must also reveal the information to government inspectors who need it to conduct
investigations into the health and safety of workers at companies where the product is
being used.
Persons who receive confidential business information under these circumstances are
required to keep the information confidential. Anyone violating this requirement is
subject to the same penalties as persons who violate the Hazardous Products Act.

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WHMIS Information for Employers

Glossary
Acute exposure a single exposure, or exposure over a short time.
Acute toxic effects (acute toxicity) effects that take place after a single exposure or
after a short series of exposures within 24 hours.
Alberta Occupational Health and Safety Act lays out employers and workers
fundamental responsibilities for health and safety at work sites in Alberta. The
authorities of the Alberta government to enforce these responsibilities are also found in
this Act. Details of employers and workers responsibilities are specified in regulations
written under the authority of the Act.
American Conference of Government Industrial Hygienists (ACGIH) an international
association of occupational hygienists who develop many guidelines for the practice of
occupational hygiene. One of the most important of these guidelines is Threshold Limit
Values and Biological Exposure Indices. An updated version is published every year.
This publication serves as the basis for occupational exposure limits in many
jurisdictions around the world.
Autoignition temperature the lowest temperature at which a substance will ignite when
no spark or flame is present.
Boiling point the temperature above which a product boils. Vapour is given off very
rapidly at temperatures above the boiling point.
CAS Registry Number Chemical Abstracts Service Registry Number. This is a unique
reference number used when looking up research information about a particular
chemical.
Canadian Centre for Occupational Health and Safety (CCOHS) an occupational
health and safety information service, located in Hamilton, Ontario. The Centre provides
publications on many occupational health and safety subjects and access to a very large
collection of advice on occupational health and safety problems. www.ccohs.org
Chemical Hazards Regulations the Alberta regulation that contains details of
employers and workers WHMIS responsibilities. It also contains other requirements
regarding chemicals at workplaces.
Chronic exposure exposure to a low concentration of a substance over an extended
period of time.
Chronic toxic effects (chronic toxicity) effects that occur after chronic exposure or that
occur a long time after exposure.
Coefficient of water/oil distribution the ratio of a products distribution between the
water and oil portions of a mixture of water and oil. A value of less than 1 indicates that
the product is more soluble in oils. A value of greater than 1 indicates that the product is
more soluble in water.

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WHMIS Information for Employers

Combustion product a product formed when a material is burned.


Complex mixture a mixture that is a combination of many chemicals, has a commonly
known generic name and is:
(a) naturally-occurring;
(b) a fraction of a naturally-occurring mixture that results from a separation process; or
(c) a modification of a naturally-occurring mixture or a modification of a fraction of a
naturally-occurring mixture that results from a chemical modification process.
Condensation a type of chemical reaction in which water is formed as a by-product.
Conditions of flammability a subsection of the WHMIS MSDS that describes
conditions under which a product will polymerize, decompose, condense or become selfreactive. These conditions could include pressure, heat, vibration, jarring or the
presence of moisture or air.
Conditions of reactivity a term on the WHMIS MSDS to describe conditions under
which two or more materials will react together. These conditions could include the
presence of light, elevated temperatures, aging, or the absence of an inhibitor.
Controlled products products, materials or substances that meet the criteria for one or
more of the six WHMIS classes of products. Controlled products are dealt with in Part II
of the Hazardous Products Act.
Controlled Products Regulations federal regulations written under the authority of the
Hazardous Products Act. They contain the details of suppliers WHMIS responsibilities,
including classification, supplier labels and WHMIS MSDSs.
Cumulative toxic effects effects that usually occur after long exposure to a substance.
The exposures occur many times and the effects accumulate. Even very small
individual exposures may result in a toxic effect.
Date of preparation is included on the WHMIS MSDS to indicate the date when the
sheet was last updated. This date must never be more than three years old.
Decomposition breakdown of a material into two or more different materials.
Decomposition product a product that may be released as a result of aging or
reaction with airborne oxygen or moisture.
Edema accumulation of fluid in tissue i.e. swelling.
Engineering controls a subsection of the WHMIS MSDS that includes measures for
eliminating or reducing chemical hazards to which workers may be exposed. Examples
include the substitution of less hazardous products for more hazardous ones, enclosure
of processes to prevent the release of hazardous materials, or local exhaust ventilation
to remove airborne contaminants at their point(s) of generation.
Erythema patches of reddened, bumpy skin.

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WHMIS Information for Employers

Evaporation rate a term on a WHMIS MSDS that indicates how quickly a substance
vapourizes compared with butyl acetate. (The evaporation rate of butyl acetate is 1.)
Substances with a high evaporation rate can get into the air very quickly.
Explosion data sensitivity to impact a term on a WHMIS MSDS to indicate whether
a product will explode if it is jarred or scraped.
Explosion data sensitivity to static discharge a term on a WHMIS MSDS to indicate
whether a product will explode if it is exposed to static electricity.
Exposure limits the concentrations of chemicals that may not be exceeded in
workplace air. Exposure limits have different names and often have different numerical
values in different provinces and territories. In Alberta they are called Occupational
Exposure Limits (OELs) and are listed in the Chemical Hazards Regulation.
First aid measures a subsection of the WHMIS MSDS that describes the main first aid
actions to be taken if a worker is seriously overexposed.
Flash point the lowest temperature at which a product will give off enough vapour to
catch fire when it is exposed to a source of ignition. The lower the flash point, the
greater the potential fire hazard. There should be a notation beside the flash point value
to indicate the test method that was used.
Freezing point the temperature below which a liquid material turns into a solid. It is
identical to the melting point, the temperature above which a solid material becomes
liquid.
Generic WHMIS worker education the component of the WHMIS worker education
program that includes a general introduction to WHMIS, training in the required content
of WHMIS labels and MSDSs, and training in the purpose and significance of that
information to workers health and safety on the job.
Handling procedures/equipment a subsection of a WHMIS MSDS that describes the
basic precautions to be observed when handling the product or the basic equipment to
be used during handling.
Hazard information all information on the safe use, storage, and handling of a
controlled product, including toxicological information.
Hazardous Materials Information Act the federal act that allows the protection of
confidential business information. It specifies what information may be protected and
establishes the Hazardous Materials Information Review Commission.
Hazardous Materials Information Review Commission the organization, located in
Ottawa, which reviews claims of confidential information, i.e. the conditions under which
information may be protected, the procedures for filing a claim, etc.
Hazardous Products Act the act that specifies suppliers responsibilities regarding
prohibited products, restricted products and controlled products. WHMIS includes
only controlled products.

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WHMIS Information for Employers

Importer a person or company that brings a controlled product into Canada for sale
to, or use at, a work site. Importers have the same WHMIS responsibilities as suppliers.
Incompatible substances materials which, when combined with a specific product, will
cause the production of toxic or corrosive materials, excessive heat or an explosion.
Ingredient Disclosure List a list of 1,736 chemicals which, if present as an ingredient
in a controlled product at concentrations greater than the cut-off concentrations specified
on the List, must be revealed on the MSDS. The Ingredient Disclosure List is not a list of
controlled products. (There is no comprehensive list of controlled products.)
Irritancy the ability of a product to cause local effects in the area where it contacts the
body, such as the throat, eyes or skin. Effects could include redness, itching or swelling.
Laboratory any location where samples are taken or analyzed.
LC50 (Lethal Concentration50 ) this is the unit for measuring the toxicity of chemicals
that are inhaled into the body. It represents the amount of a chemical that will cause
death in 50% of a group of test animals. LC50 values are usually expressed as ppm
(parts of chemical per million parts of air) for dusts, mists or fumes. They vary with the
species of animal and the length of exposure. You can expect to see this information in
brackets beside the LC 50 value, for example, LC 50 = 2ppm (mouse, 4 hours).
LD50 (Lethal Dose 50 ) this is the unit for measuring toxicity of chemicals that enter the
body by any route other than inhalation e.g. through ingestion or skin absorption. It
represents the amount of a chemical that will cause death in 50% of a group of test
animals. LD 50 values are usually expressed in mg/kg (milligrams of chemical per
kilogram of animal body weight). They vary with the animal species, the route of
exposure, and the length of exposure. You can expect to see this information in
brackets beside the LD 50 value, for example, LD 50 = 5 mg/kg (rat, oral, 8 weeks).
Lower explosive limit (LEL) or Lower flammable limit (LFL) the lowest concentration of
a substance in air that will explode when it is exposed to a source of ignition. At
concentrations below the LEL, the mixture is too lean to explode. The LEL is the same
as the LFL.
Means of extinction a subsection of a WHMIS MSDS that describes the type of fire
extinguisher that should be used on a small fire involving the product and the main
firefighting agents to be used for a major fire.
Mutagenicity a products ability to change the genetic materials in the body cells of
exposed persons. Mutations in germ cells (sperm and ova) may be passed on to the
exposed persons children. Mutations to other cells affect only the person who was
exposed.
Odour threshold the lowest concentration of a substance in air at which most people
can smell it.
Organic peroxide a particular type of chemical. It is a very powerful oxidizer, highly
self-reactive if heated or shocked, and very irritating to skin, eyes, throat and respiratory
tract.

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WHMIS Information for Employers

Oxidizing material any material that can give up oxygen or other oxidizing materials.
Oxidizing materials stimulate combustion and are incompatible with flammable
substances.
Personal protective equipment (PPE) the clothing or equipment that a worker who is
handling a hazardous material can wear to reduce or prevent their exposure to the
substance. PPE may include coveralls, goggles, a faceshield, apron, gloves or
respirator.
pH a measure of a substances acidity or alkalinity. A pH of 7 is neutral. Substances
with a pH greater than 7 are alkaline (caustic). Alkalinity increases as the number
increases. Substances with a pH less than 7 are acidic. Acidity increases as the pH
decreases.
Physical state indicates whether a product is a solid, liquid or gas.
Polymerization the combination of simple molecules to form large chain-like macromolecules. This reaction can sometimes be observed as the hardening of a noninhibited liquid product.
Prohibited products products that may not be sold, advertised or distributed in
Canada. These products are dealt with in Part I of the Hazardous Products Act. They
are not involved in WHMIS.
Preparation information a subsection of the WHMIS MSDS that identifies a person or
group that can explain the information on the MSDS or can give further information
about the product if it is needed. A telephone number for this person or group is also
included.
Reproductive toxicity a products ability to affect the fertility of persons exposed to it.
The effects include changes in sperm or ova, and miscarriages.
Restricted products products that must be labelled in a particular way if they are to be
sold in Canada. They are dealt with in Part I of the Hazardous Products Act. Restricted
products that are packaged in sizes appropriate for the general public, labelled as
required by the HPA and offered for sale in ordinary retail outlets are considered, for the
purposes of WHMIS, to be consumer products.
Route of entry the way a product enters the body. The most common routes for
workplace chemicals to enter the body are inhalation, ingestion and absorption through
the skin.
Note: Contact between a product and the skin does not necessarily result in the
material being absorbed into the body. The material could cause a chemical
burn or a rash on the surface of the skin or eye and never enter the body.
Sale (of a controlled product) includes offer for sale, expose for sale or distribute.

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WHMIS Information for Employers

Sensitization a products ability to affect the bodys immune system so that further
exposures may result in symptoms. These symptoms may be as minor as a slight
irritation of the skin or as profound as severe respiratory distress. Different sensitizers
cause different types of symptoms.
Shipping information specific instructions on the WHMIS MSDS for preventing
conditions of flammability, instability, or reactivity from developing during shipping.
Specific gravity the weight of a substance compared to the weight of an equal volume
of water. Substances with a specific gravity greater than 1 are heavier than water.
Substances with a specific gravity of less than 1 are lighter than water.
Spill/leak procedures a term on a WHMIS MSDS. These procedures describe the
steps to be taken in the event of a spill or leak of the controlled product.
Storage requirements specific instructions on the WHMIS MSDS for preventing
conditions of flammability, instability, or reactivity from developing during storage.
Supplier a person or company that manufactures, processes or packages a controlled
product, or that sells or imports a controlled product.
Synergism a phenomenon involving the simultaneous effects of exposure to two
substances. Synergistic substances cause effects that are greater than the sum of the
effect caused by the two individual substances alone.
Teratogenicity a products ability to cause damage to a fetus without affecting the
pregnant female.
Threshold limit values (TLVs) airborne concentrations of substances. TLVs represent
conditions to which it is believed that nearly all workers may be exposed day after day,
without suffering adverse effects. ACGIH developed this term.
Toxicity a basic property of a substance. It is the substances ability to cause adverse
effects in persons exposed to it.
Transportation of Dangerous Goods legislation (TDG) legislation that controls the
conditions under which dangerous materials may be transported on public roads, in the
air, by rail or by ship. Its purpose is to protect the health and safety of persons in the
vicinity of transport accidents involving those materials.
Upper explosive limit (UEL)or Upper flammable limit (UFL) the greatest concentration
of a substance in air that will explode when it is exposed to a source of ignition. At
concentrations greater than the UEL, the mixture is too rich to explode. The UEL is the
same as the UFL.
Vapour density the weight of a vapour or gas compared to the weight of an equal
volume of air. Substances with vapour densities greater than 1 sink to low lying areas
and accumulate there. If the substance is flammable, a dropped match or a spark can
cause a fire or explosion. If toxic, persons working in low areas (such as mechanics
pits) may be exposed to high concentrations of the vapour and suffer the acute effects of
the product.

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WHMIS Information for Employers

Vapour pressure the pressure exerted by the vapour formed over a liquid in a closed
container, under standard test conditions, reported as an absolute pressure. Vapour
pressure increases as temperature increases until the criteria temperature is reached.
The presence of these vapours in the air may be a hazard, especially if the vapours are
flammable or toxic, or in confined spaces where they may displace breathable air out of
the space.
Waste disposal a term on a WHMIS MSDS that describes effective and
environmentally safe ways to dispose of waste that contains the controlled product.
Work site specific WHMIS worker education the portion of the WHMIS worker
education program in which workers are trained in the hazard information applicable to
the controlled products they work with or near, and in work procedures applicable to
those products.

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WHMIS Information for Employers

Appendix 1

Obtaining WHMIS legislation

Alberta WHMIS legislation


Albertas Occupational Health and Safety Act (RSA 1980, Ch. 0-2) and its regulations,
including the Chemical Hazards Regulation (AR 393/88), may be purchased from the
Queens Printer:
11510 Kingsway Avenue
Edmonton, Alberta
T5G 2Y5
(780) 427-4952

Main Floor, 455-6th Street SW


Calgary, Alberta
T2P 4E8
(403) 297-6251

The Act and its regulations are also available at the Alberta Human Resources and
Employment, Workplace Health and Safety Web site at : www.whs.gov.ab.ca

Federal WHMIS legislation


The Hazardous Products Act (am. S.C. 1987, c.30) and its regulations:
the Controlled Products Regulations (SOR/DORS/88-66; am. SOR/88/555); and
the Ingredient Disclosure List (SOR/DORS/88/64),
along with
The Hazardous Materials Information Review Act (am.S.C. 1987, c.30) and its
regulation, the Hazardous Materials Information Review Regulation (SOR/88-65; am.
SOR/88-510; am. OR/89-288), may be obtained from federal government publication
outlets across Canada or:
Supply and Services Canada
Ottawa, Ontario
K1A 0S9
(819) 997-2560

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WHMIS Information for Employers

Appendix 2

Resources

Books

British Columbia Workers Compensation Board (January 1991) WHMIS Core


Manual. A Resource Manual for the Application and Implementation of WHMIS,
Richmond, BC: Workers Compensation Board of British Columbia. (604) 276-3068,
www.wcb.bc.ca

Logan, Jeanette, E.C. (ed.) (1989) WHMIS Compliance Manual, Canada: The
Carswell Company.

Moser, Cindy (Project Manager) (1988) The WHMIS Handbook, Don Mills, Ontario:
Corpus Information Services, A Division of Southam Communications Ltd.

WHMIS Current Issues Committee, WHMIS Education and Training Programs:


Guidelines for Employers, Workers and Regulatory Agencies. Distributed by
Workers Compensation Board of British Columbia, Richmond, B.C.

Booklet* and Safety Bulletin

WHMIS Information for Workers (CH007)


WHMIS Information for Suppliers (CH009)

Poster*

Check The Signs (CH006)

*Available from Alberta Human Resources and Employment, Workplace Health and Safety.

Personal Assistance
Canadian Centre for Occupational Health and Safety (CCOHS)
250 Main Street
Hamilton, Ontario L8N 1H6
www.ccohs.org
A list of WHMIS consultants (e.g. occupational hygienists, trainers, publishers, etc.) is
available, upon request, from Alberta Human Resources and Employment, Workplace
Health and Safety.

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WHMIS Information for Employers

For more information about workplace safety or safe work practices, contact the Alberta
Human Resources and Employment, Workplace Health and Safety Call Centre by
dialling toll-free:

1-866-415-8690

Deaf or hearing impaired call:

Edmonton

(780) 427-9999

Other locations

1-800-232-7215

For more publications, visit our Web site at: www.whs.gov.ab.ca


To obtain copies of the Alberta Occupational Health and Safety Act and Regulations,
view and download them from our Web site or contact the Queens Printer by dialling
toll-free 310-0000 and one of the numbers listed below:

Edmonton(780) 427-4952

CH008 Revised September 1999

Calgary..(403) 297-6251

38

Delta-P Test Corp. Safety Handbook


Appendix E: Transportation of Dangerous Goods (TDG).

19/06/01
36
C:\My Documents\Delta-P\Safety Programme\Safety Manual.doc

Transports Canada
Transport Canada
Safety and Security Scurit et sret
Marchandises dangereuses
Dangerous Goods

?
8

5.1

Classification
EXPLOSIVE

1.1D
1

and

RADIOACTIVE

Safety Marks
4

INFECTIOUS INFECTIEUX

IN CASE OF DAMAGE EN CAS DE DOMMAGE


OR LEAKAGE OU DE FUITE COMMUNIQUER
IMMEDIATELY NOTIFY IMMDIATEMENT
LOCAL AVEC LES AUTORITS
AUTHORITIES LOCALES
OR OU
CANUTEC
613-996-6666

TP10164

NOVEMBER 1996
Minister of Supply and Services Canada 1996
Cat. No. T44-3/16-1993, 2nd Edition
ISBN 0-662-59538-6

Dangerous Goods

Classification
and
Safety Marks

Table of Contents
Topic
Introduction .................................................................................................................................... 1
Explanation of Terms ..................................................................................................................... 1
Classification .................................................................................................................................. 2
Safety marks ................................................................................................................................... 3
The Nine Classes ........................................................................................................................... 4
Class 1 Explosives .................................................................................................... 4
Class 2 Gases ........................................................................................................... 6
Class 3 Flammable Liquids ....................................................................................... 7
Class 4 Flammable Solids ......................................................................................... 8
Class 5 Oxidizing Substances and Organic Peroxides.............................................. 9
Class 6 Poisonous Substances and Infectious Substances .................................... 10
Class 7 Radioactive Materials ................................................................................. 11
Class 8 Corrosive Substances ................................................................................ 12
Class 9 Miscellaneous Substances ......................................................................... 12
Danger Placard .......................................................................................................... 13
Marine Pollutant ......................................................................................................... 13
Special Labels and Placards ...................................................................................... 13
Contacts: Federal .......................................................................................................................... 14
Contacts: Provincial/Territorial ....................................................................................................... 15

Dangerous Goods - Classification and Safety Marks


Introduction

The Transportation of Dangerous Goods Act and Regulations were enacted to


promote public safety when dangerous goods are transported in Canada. This
legislation is the result of a cooperative effort among the federal, provincial and
territorial governments and industry. Since the responsibility for controlling and
regulating transportation is a shared one, the federal provincial and territorial
governments are working together to ensure that dangerous goods requirements
are uniform across the country for manufacturers and shippers and apply to all
modes of transport - air, marine, rail and road.
This brochure provides a general outline of the classes of dangerous goods and
their characteristics as well as general information on the responsibility of
consignors to properly identify consignments of dangerous goods with the correct
safety marks. For specific information, the Act and Regulations must be
consulted.

Explanation
of Terms

The explanations listed below are provided for ease of understanding only and
may not be substituted for the definitions as they appear in the Regulations.
Compatibility Group - identifies the kinds of Class 1 explosive substances
and articles that can be transported together without significantly increasing
either the probability of an accident or, for a given quantity, the magnitude of
the effects of such an accident.
Consignor - the person who offers the shipment for transport (normally the
shipper).
Lables - small diamond-shaped safety marks placed on packages and small
containers to identify the hazard of the dangerous goods.
Packing Group - indicates the degree of danger of a product or substance.
Group I, great danger; II, moderate danger; III, minor danger.
Placards - large diamond-shaped safety marks used on a vehicle or large
container to identify the hazard of the dangerous goods.
Primary Classification - the classification of a dangerous good that takes
precedence over any other classification.
Product Identification Number - a four-digit United Nations or North
American number used to identify the dangerous goods.
Subsidiary Classification - other classifications that further identify the
hazards of the dangerous goods.

Classification

The Transportation of Dangerous Goods Act divides dangerous goods into


nine classes, defined on pages 4 to 13, according to the type of danger they
present. Some of these classes are further divided into divisions which are also
associated with hazard characteristics. For example, for Class 1.2 explosives,
the numeral 1 is the class and 2 is the division.
Below is a pictorial summary to help manufacturers or importers use the
Regulations to classify dangerous goods for domestic transport. For transborder
transport, Parts IV, V and VII should also be consulted and for international
transport the ICAO Technical Instructions or IMDG Code should be consulted,
where applicable.

Is the product completely and accurately described by the shipping name (and its
attached description) in normal-type face in List I or List II of the Schedule II?

YES

NO

Use the information in the various columns


corresponding to that name and the
applicable Special Provisions from
Schedule III.

Consult Part III of the Regulations.

If item is in Class 1, 7, 9.1 or 9.2, it will be


classified pursuant to another regulatory
authority. Class 9.2 will be regulated in
accordance with Schedule II or Schedule
XIII.

Classes 2, 3, 4, 5, 6.1, 8 and 9.3 have


criteria and require tests to be
completed as detailed in Part III.
For Class 6.2, definitions and
professional expert judgement are
required; Class 6.2 must also be
based upon Schedule VII. Based on
the definitions and criteria, three
scenarios exist.

Falls out of
all classes

Falls into one class


and division

Falls into more than one class


and/or division

Not regulated.

Consult List II of
Schedule II for
appropriate name
in caps and the
applicable special
provisions from
Schedule III.

Determine primary classification,


subsidiary classification(s) and
Packing group(s) for each hazard
and the precedence of hazards as
found in Part III and Schedule I
and consult List II of Schedule II
for the appropriate name in caps
and the applicable special
provisions from Schedule III.

Safety Marks

Safety marks communicate by colour and symbol the degree and nature of the
hazard of dangerous goods. These safety marks are displayed on containers,
packages, tanks and cylinders and on transport units. There are four groups of
safety marks: labels, placards, signs and other safety marks.
Labels indicate the primary classification of dangerous goods and, in some cases,
the subsidiary classification. Unless otherwise specified, they must be applied to
every small container, package and cylinder that contains dangerous goods and
is to be offered for transport. (They need not be applied to inner receptacles in
packages).
Placards also indicate the primary and, where applicable, the subsidiary
classification of dangerous goods by colour, symbol and, in some cases, product
identification number. Unless otherwise specified, they must be applied on each
side and each end of the large container or the transport unit so that they are
visible from any direction.
Other safety marks are not necessarily symbols but additional information which
may be required. For example, the shipping name and the product identification
number must appear on a small container or package. For more detailed
information, please refer to the Regulations (section 5.37).
There are also special labels and placards for use in certain situations, such as
Ventilation requirements, Fumigation sign, Residu (e), Polychlorinated
biphenyls and This side up. For more detailed information, please refer to the
Regulations.

The Nine Classes

A brief description of the nine classes, their divisions, where applicable,


common examples and uses and the appropriate placard and label is provided
below.

Class 1
Explosives

As defined by the Explosives Act:


1.1 - A substance or article with a mass explosion hazard.
1.2 - A substance or article with a fragment projection hazard, but not a
mass explosion hazard.
1.3 - A substance or article which has a fire hazard along with either a
minor blast hazard or a minor projection hazard or both, but not a
mass explosion hazard.

EXPLOSIVE

EXPLOSIVE A

EXPLOSIVE B

*1

*1

*1

EXPLOSIVE

EXPLOSIVE A

EXPLOSIVE B

*1

*1

*1
Domestic

U.S./Canada

* Divisions 1.1, 1.2 or 1.3 and compatiblity group.


1.4 - A substance or article which presents no significant hazard; explosion
effects are largely confined to the package and no projection or
fragments of appreciable size or range are to be expected.

1.4

1.4

EXPLOSIVE

1.4
EXPLOSIVE

*1

EXPLOSIVE C

1.4

*1

EXPLOSIVE C

*1

*1

Domestic

U.S./Canada

* Compatiblity group.
* Compatibility Group
There are 13 compatibility group letters used for segregation purposes
in the transportation of Explosives: A, B, C, D, E, F, G, H, J, K, L, N and S.
The appropriate letter must be displayed on the label and/or placard.

Class 1
Contd

1.5 - A very insensitive substance which nevertheless has a mass explosion


hazard like those substances in 1.1.

1.5

1.5

1.5

BLASTING
AGENTS
D

1.5

BLASTING
AGENTS
D

Domestic

U.S./Canada

1.6 - An extremely insensitive substance which does not have a mass


explosion hazard.

1.6

*1

1.6
*1
* Compatiblity group.
Explosives are considered to be compatible with other explosive substances if
they can be transported together without significantly increasing either the
probability of an accident or, for a given quantity, the magnitude of the effects if
an accident should occur. The 13 compatibility groups are listed in the United
Nations Recommendations on the Transport of Dangerous Goods, also called
the Orange Book.
Commonly used in mining and construction operations
(example: blasting agents).

Hazards
mass explosion
projection of missile hazards
mass fire, minor blast effects
toxic fumes

Class 2
Gases

2.1 - Flammable Gas.


Commonly used as fuel (example: propane).

Contd

2.2 - Non-Flammable, Non-Poisonous, Non-Corrosive Gas.


Commonly used in food refrigeration (example: nitrogen).

Oxygen only

2.3 - Poison Gas (Toxic Gas).


Commonly used in pulp bleaching (example: sulphur dioxide).

Poison gas /
Gaz toxique

Poison gas /
Gaz toxique

Class 2
Contd

2.4 - Corrosive Gas.


Commonly used in fertilizers (example: anhydrous ammonia).

Hazards
BLEVE (Boiling Liquid Expanding Vapour Explosion)
asphyxiation
explosion or fire
toxicity
corrosiveness
irritation
container rupture
container rocketing
frostbite

Class 3
Flammable Liquids

A liquid which has a closed-cup flash point* not greater than 61o C.
Commonly used as fuel (example: gasoline, ethanol, fuel oil (diesel)).

* Flash point: the minimum temperature at which a liquid gives off sufficient
vapour to form an ignitable mixture with the air near the surface of the liquid.

Hazards
BLEVE (Boiling Liquid Expanding Vapour Explosion)
fire
toxic fumes
corrosivity
unconfined vapour cloud explosion
water contamination

Class 4
Flammable Solids;
Substances liable
to spontaneous
combustion;
Substances that on
contact with water
emit flammable
gases

4.1 - A solid that under normal conditions of transport is readily combustible,


or would cause or contribute to fire through friction or from heat retained
from manufacturing or processing, or is a self-reactive substance that is
liable to undergo a strongly exothermic reaction, or is a desensitized
explosive that is liable to explode if they are not diluted sufficiently
to suppress their explosive properties.
Commonly used in lacquers (example: nitrocellulose).

(water-reactive substances)

4.2 - A substance liable to spontaneous combustion under normal conditions


of transport, or when in contact with air, liable to spontaneous heating to
the point where it ignites.
Commonly used in rocket fuel (example: diethylzinc).

4.3 - A substance that, on contact with water emits dangerous quantities of


flammable gases or becomes spontaneously combustible on contact with
water or water vapour.
Commonly used in heat exchangers (valves) (example: sodium).

Class 4

Hazards

Contd

Class 5
Oxidizing
Substances
and
Organic Peroxides

may ignite
may burn violently
may be air or water reactive
may be spontaneously combustible
may also be toxic and/or corrosive
may give off toxic/corrosive fumes
5.1 - A substance which causes or contributes to the combustion of other material
by yielding oxygen or other oxidizing substances whether or not the
substance itself is combustible.
Commonly used in fertilizers (example: ammonium nitrate).

5.1

5.1

5.2 - An organic compound that contains the bivalent -O-O- structure which
is a strong oxidizing agent and may be liable to explosive decomposition,
be sensitive to heat, shock or friction, react dangerously with other
dangerous goods or may cause damage to the eyes.
Commonly used in automobile body shops as body filler
(example: dibenzoyl peroxide).

5.2

5.2

Hazards
burn easily and intensely
readily supply oxygen (intensifies a fire)
sensitive to heat, shock, friction
may react to contamination
may form explosive mixture
may be toxic
may explode

Class 6
Poisonous
Substances
and
Infectious
Substances

6.1 - Poisonous (Toxic) Substances: A solid or liquid that is poisonous through


inhalation of its vapours, by skin contact or by ingestion.
Packing Groups I, II and III
I - Commonly used as chemical reagent in the extraction of gold and
silver (example: sodium cyanide).
II - Commonly used as a germicide or general disinfectant
(example: phenol).

Harmful (Packing Group III)


III - Commonly used in solvents and paint removers
(example: methylene chloride).

or
6

6.2 - Infectious Substances (label only).


Commonly used in disease research (example: rabies).

INFECTIOUS INFECTIEUX
IN CASE OF DAMAGE EN CAS DE DOMMAGE
OR LEAKAGE OU DE FUITE COMMUNIQUER
IMMEDIATELY NOTIFY IMMDIATEMENT
LOCAL AVEC LES AUTORITS
AUTHORITIES LOCALES
OR OU
CANUTEC
613-996-6666

Hazards
6.1 may be toxic by inhalation, absorption or ingestion
6.2 may be infectious to humans, animals or both

10

Class 7
Radioactive
Materials

Radioactive materials within the meaning of the Atomic Energy Control Act
with activity greater than 74 kBq/kg.
Commonly used in nuclear fuel rods
(example: radioactive material - LSA (yellow cake)).

Placard

RADIOACTIVE

Labels
There are three categories which indicate the surface radiation level for a package
with Category I being the lowest level and Category III the highest.

RADIOACTIVE I

RADIOACTIVE II

RADIOACTIVE III

CONTENTS..........................CONTENU
ACTIVITY..........................ACTIVIT

CONTENTS..........................CONTENU
ACTIVITY..........................ACTIVIT
INDICE DE TRANSPORT INDEX

CONTENTS..........................CONTENU
ACTIVITY..........................ACTIVIT
INDICE DE TRANSPORT INDEX

Category I - white

Category II - yellow

Category III - yellow

Hazards
exposure to radiation
release of radioactive contents (contamination)

11

Class 8
Corrosive
Substances

A substance that causes visible necrosis of skin or corrodes steel or non-clad


aluminum.
Commonly used in batteries and industrial cleaners
(example: sulphuric acid and sodium hydroxide).

Hazards
destroy living tissue
corrode metals and other materials
may ignite combustibles

Class 9
Miscellaneous
Products or
Substances

9.1 - Miscellaneous Dangerous Goods; a substance or product presenting


dangers sufficient to warrant regulation in transport but which cannot
be ascribed to any other class.
Commonly used in brake shoes (example: asbestos).
9.2 - An environmentally hazardous substance.
Commonly used in dry cell batteries (example: ammonium chloride)
(no label or placard required).
9.1 - A dangerous waste.
Commonly found in waste sludges from industrial sources or
treatment sludges from industrial processes (example: waste type 20)
(no label required).

Hazards
may be toxic through inhalation of dust particles
may produce toxic fumes
toxic to the environment
may be toxic to humans

12

Danger Placard

For most mixed loads of dangerous goods having different classifications


the DANGER placard may be used for large containers transported by
road and rail.

DANGER

Marine Pollutant

International Convention for the Prevention of Pollution from Ships 1973


(MARPOL 73/78).

MARINE POLLUTANT

Special Labels
and
Placards

DANGER
The lading of this container or
vehicle has been fumigated or
treated with

Le chargement de ce conteneur ou
vhicule a t fumig ou trait
au

(Name of poisonous liquid, solid


or gas)

(Nom du liquide, solide ou gaz


toxique)

Before entering for loading or


unloading open all portals and
test to ensure the cargo space
is free of gas.

Avant d'entrer pour charger ou


dcharger ouvrir toutes les portes
et vrifier que l'espace est vide
de gaz.

Fumigation Sign

DANGER

Package
Orientation

VENTILATE BEFORE ENTERING


ARER AVANT D'ENTRER

Ventilation
requirements
ATTENTION

PCB - DPC

CONTAINS
CONTIENT DES
POLYCHLORINATED BIPHENYLS DIPHNYLES POLYCHLORS

RESIDU(E)

Tank Car Only


Residues after unloading

Elevated
Temperature

A TOXIC ENVIRONMENTAL
CONTAMINANT SCHEDULED
UNDER THE ENVIRONMENTAL CONTAMINANTS
ACT. IN CASE OF ACCIDENT,
SPILL OR FOR DISPOSAL
INFORMATION CONTACT
THE NEAREST OFFICE OF
THE ENVIRONMENTAL
PROTECTION SERVICE,
ENVIRONMENT CANADA.

PRODUITS TOXIQUES MENTIONNS DANS L'ANNEXE


DE LA LOI SUR LES CONTAMINANTS DE L'ENVIRONNEMENT. EN CAS D'ACCIDENT,
OU DE DVERSEMENT, OU
POUR SAVOIR COMMENT
LES LIMINER, CONTACTER
LE BUREAU DU SERVICE DE
LA PROTECTION DE L'ENVIRONNEMENT, MINISTERE DE
L'ENVIRONNEMENT, LE
PLUS PRES.

Special PCB
requirements

13

Contacts

Federal

Further information
is available from:

Transport Dangerous Goods Directorate


CANUTEC
Transport Canada
Ottawa, Ontario
K1A 0N5
Telephone: (613) 992-4624
Facsimile: (613) 993-5925
Pacific Region
Chief
Transport Dangerous Goods
Transport Canada
625 Agnes Street, Suite 225
New Westminster, British Columbia
V3M 5Y4
Telephone: (604) 666-6740
Facsimile: (604) 666-7747
Prairie and Northern Region
Chief
Transport Dangerous Goods
Transport Canada
Federal Building, Room 305, 3rd Floor
101-22nd Street East
Saskatoon, Saskatchewan
S7K 0E5
Telephone: (306) 975-5059
Facsimile: (306) 975-4555
Prairie and Northern Region
Transport Dangerous Goods
Transport Canada
402 - 344 Edmonton Street
Winnipeg, Manitoba
R3B 2L4
Telephone: (204) 983-5969
Facsimile: (204) 983-8992
Ontario Region
Chief
Transport Dangerous Goods
Transport Canada
20 Toronto Street, Suite 600, 6th Floor
Toronto, Ontario
M5C 2B8
Telephone: (416) 973-9820
Facsimile: (416) 973-9907
Eastern Region
Chief
Transport Dangerous Goods
Transport Canada
702 - 685 Cathcart Street
Montreal, Quebec
H3B 1M7
Telephone: (514) 283-0303
Facsimile: (514) 283-8234

Atlantic Region
Chief
Transport Dangerous Goods
Transport Canada
45 Alderney Drive, Suite 1415
Queen Square Building
Dartmouth, Nova Scotia
B2Y 2N6
Telephone: (902) 426-9351
Facsimile: (902) 426-6921
Air Transportation of Dangerous Goods
Headquarters
Chief, Dangerous Goods Standards
Aviation Regulation Directorate
Transport Canada - Aviation
Place de Ville, Tower C
330 Sparks Street
Ottawa, Ontario
K1A 0N8
Telephone: (613) 990-1060
Facsimile: (613) 954-1602
Marine
Senior Surveyor Dangerous Goods
Ship Safety Directorate
Canadian Coast Guard
Transport Canada
Ottawa, Ontario
K1A 0N5
Telephone: (613) 991-3143
Facsimile: (613) 993-8196
Railway Transport
Chief of Operations
Transport Canada
Operations Branch
344 Slater Street, 15th Floor
Ottawa, Ontario
K1A 0N5
Telephone: (613) 990-7077
Facsimile: (613) 990-2012
Explosives
Explosives Division
Natural Resources Canada
580 Booth Street
Ottawa, Ontario
K1A 0E4
Telephone: (613) 995-8415
Facsimile: (613) 995-0480
Radioactive Materials
Directorate of Fuel Cycle and Materials
Regulation
Atomic Energy Control Board
Ottawa, Ontario
K1P 5S9
Telephone: (613) 995-0553
Facsimile: (613) 995-5086

14

Contacts
Contd

For Dangerous Goods Waste


Waste Mangement Branch
Environment Canada
Place Vincent Massey
351 St. Joseph Boulevard
Hull, Quebec
K1A 0H3
Telephone: (819) 997-3378
Facsimile: (819) 997-3068

Provincial/Territorial
Manager, Dangerous Goods
Motor Vehicle Department
Ministry of the Attorney General
2631 Douglas Street
Victoria, British Columbia
V8T 5A3
Telephone: (604) 387-5585
Facsimile: (604) 356-8986
Director
Dangerous Goods Control
Regional Co-ordination
Alberta Transportation and Utilities
1st Floor, Twin Atria Building
4999 - 98th Avenue
Edmonton, Alberta
T6B 2X3
Telephone: (403) 427-8901
Facsimile: (403) 427-1044
Saskatchewan Highways and Transportation
Transportation Legislation and Safety Branch
Dangerous Goods Transport
1855 Victoria Avenue, 8th Floor
Regina, Saskatchewan
S4P 3V5
Telephone: (306) 787-5527
Facsimile: (306) 787-8610
Dangerous Goods Information
Manitoba Environment
139 Tuxedo Avenue, Building 2
Winnipeg, Manitoba
R3N 0H6
Telephone: (204) 945-7025
Facsimile: (204) 948-2420
Operational Policy and Standards Office
Compliance Branch
Ministry of Transportation
301 St. Paul Street
St. Catherines, Ontario
L2R 7R4
Telephone: (905) 704-2434
Facsimile: (905) 704-2008

15

Direction du transport multimodal


Service de la normalisation technique en
transport routier
Ministre des Transports du Qubec
700 est, boulevard Ren Lvesque
23e tage
Qubec (Qubec)
G1R 5H1
Telephone: (418) 643-3242
Facsimile: (418) 646-6196
Registrar of Motor Vehicles
Department of Transportation
Kings Place, York Tower
York Street, P.O. Box 6000
Fredericton, New Brunswick
E3B 5H1
Telephone: (506) 453-2407
Facsimile: (506) 453-3076
Motor Vehicle Inspection
Department of Transportation and
Communication
6061 Young Street, P.O. Box 156
Halifax, Nova Scotia
B3J 2M4
Telephone: (902) 424-7283
Facsimile: (902) 424-0544
Director
Highway Safety Division
Department of Transportation and Public
Works
P.O. Box 2000
Charlottetown, Prince Edward Island
C1A 7N8
Telephone: (902) 368-5220
Facsimile: (902) 368-5236
National Safety Office
Motor Registration Division
Department of Works, Services and
Transportation
Viking Building, Crosbie Road
P.O. Box 8710
St. Johns, Newfoundland
A1B 4J6
Telephone: (709) 729-3454
Facsimile: (709) 729-0102
Dangerous Goods Coordinator
Department of Community and Transportation
Services
Box 2703
Whitehorse, Yukon
Y1A 2C6
Telephone: (403) 667-5313
Facsimile: (403) 668-7864

Contacts
Contd

Director
Motor Vehicle Division
Department of Transportation
Government of the Northwest Territories
4510 - 50th Avenue
Highways Building, 1st Floor
P.O. Box 1320
Yellowknife, Northwest Territories
X1A 2L9
Telephone: (403) 873-7406
Facsimile: (403) 873-0120

The brochure provides general information only. For specific


information, the Transportation of Dangerous Goods Act and
Regulations must be consulted.

16

Delta-P Test Corp. Safety Handbook


Appendix F: Industry Recommended Practices: Drill
Stem Testing.

19/06/01
37
C:\My Documents\Delta-P\Safety Programme\Safety Manual.doc

INDUSTRY RECOMMENDED
PRACTICE (IRP)

VOLUME 4 - 2000

WELL TESTING AND


FLUID HANDLING

PRINTED: 2000/2

2000/02

WELL TESTING AND FLUID HANDLING

The Mission of the PSC is to:

Coordinate an organized approach to achieve continuous improvement in health and


safety for everyone involved in or affected by the Petroleum Industry.

Continually strive to eliminate the number and magnitude of work-related injuries and
illnesses through the promotion of health and safety principles, processes and practices
for everyone in the industry.

Promote improved and standardized petroleum industry health and safety practices that
meet regulatory requirements throughout Canada.

Promote worker safety and their right and responsibility to refuse to perform unsafe
work.

Recommended by:
Canadian Petroleum Safety Council (PSC)
Canadian Association of Petroleum Producers (CAPP)
Canadian Association of Oilwell Drilling Contractors (CAODC)
Petroleum Services Association of Canada (PSAC)
Small Explorers and Producers Association of Canada (SEPAC)

All PSC members will be listed at the beginning of the document indicating they
recommend and encourage the use of the IRP.

ii

2000/02

WELL TESTING AND FLUID HANDLING

This document as well as future revisions and additions are available from:
The Petroleum Industry Training Service
#13, 2115 - 27 Ave. N.E.
Calgary, AB
T2E 7E4
(403) 250-9606

Document Price: $ 20.00

2000, 02

Page iii

2000/02

WELL TESTING AND FLUID HANDLING

Document Title

Number

Well Testing and Fluid Handling

2000-04

Custodian
(organization)
Canadian Petroleum
Safety Council

Revision History
Rev No

Effective
Date

Description

Latest revision approved by (name):

Prepared by
(name)

Reviewed by
(name)

Signed:

Page iv

2000/02

WELL TESTING AND FLUID HANDLING

TABLE OF CONTENTS
4.0
4.0.1
4.0.2
4.0.3
4.0.4
4.0.5
4.0.5.1
4.0.5.2
4.0.5.3
4.0.5.4
4.0.5.5
4.0.5.6
4.0.5.7
4.0.5.8

ACKNOWLEDGEMENTS.................................................................................. 1
FOREWARD.................................................................................................... 2
SCOPE ........................................................................................................... 3
INTRODUCTION .............................................................................................. 4
IRP REVISIONS .............................................................................................. 4
REFERENCES ................................................................................................. 4
Alberta Heavy Oil and Oil Sands Practices Steering Committee ............. 4
American Petroleum Institute (API).......................................................... 5
American Society Of Mechanical Engineers (ASME)................................ 5
American Society Of Testing And Materials (ASTM)................................. 5
Canadian Association of Petroleum Producers (CAPP)............................ 5
Canadian Petroleum Association (CPA) ................................................... 6
Canadian Standards Association (CSA).................................................... 6
Drilling And Completions Committee (DACC) Industry Recommended
Practices Volume II Completing And Servicing Sour Wells......... 6
4.0.5.9
Alberta Energy And Utilities Board (AEUB)............................................... 6
4.0.5.10
Government Of Alberta, Alberta Occupational Health And Safety
(AOH&S)....................................................................................... 7
4.0.5.11
Government of Canada ............................................................................ 7
4.0.5.12
National Association of Corrosion Engineers (NACE)................................ 7
4.0.6 CONTENTS INDEX .......................................................................................... 7
4.0.7 DEFINITIONS .................................................................................................. 7
4.0.7.1
Adequate Lighting ................................................................................... 7
4.0.7.2
Bleed-off .................................................................................................. 7
4.0.7.3
Caution .................................................................................................... 8
4.0.7.4
Certified Pressurized Flowback Tank....................................................... 8
4.0.7.5
Closed System ......................................................................................... 8
4.0.7.6
Coiled Tubing Unit Operations (CTU) ....................................................... 8
4.0.7.7
Confined Space ....................................................................................... 8
4.0.7.8
Drilling Company ..................................................................................... 8
4.0.7.9
Drill Stem Test ......................................................................................... 8
4.0.7.10
Employer.................................................................................................. 9
4.0.7.11
Enclosed Environment ............................................................................. 9
4.0.7.12
ESD
..................................................................................................... 9
4.0.7.13
Flowback ................................................................................................. 9
4.0.7.14
High Vapor Pressure Hydrocarbons ......................................................... 9
4.0.7.15
Inline Test ................................................................................................ 9
4.0.7.16
Mud Can................................................................................................... 9
4.0.7.17
Non-certified Pressurized Storage tank or Vessel .................................. 10
4.0.7.18
Occupational Exposure Limits - Worker Safety Consideration............... 10
4.0.7.19
Open System.......................................................................................... 10
4.0.7.20
Other Flowbacks.................................................................................... 10
4.0.7.21
Owner ................................................................................................... 11
4.0.7.22
PPE
................................................................................................... 11
4.0.7.23
Positive Pressure ................................................................................... 11
4.0.7.24
Pressurized Truck Tank.......................................................................... 11
4.0.7.25
Purge ................................................................................................... 11
4.0.7.26
Qualified Well Testing Person ............................................................... 11

Page v

2000/02

WELL TESTING AND FLUID HANDLING


4.0.7.27
SABA - SCBA.......................................................................................... 12
4.0.7.28
Safety Service Company........................................................................ 12
4.0.7.29
Safety Standby Method.......................................................................... 12
4.0.7.30
Service Company................................................................................... 12
4.0.7.31
SITHP ................................................................................................... 12
4.0.7.32
Stimulations........................................................................................... 12
4.0.7.33
Swabbing............................................................................................... 12
4.0.7.34
Swivel Joint ........................................................................................... 13
4.0.7.35
Test Line ................................................................................................ 13
4.0.7.36
Test Plug................................................................................................ 13
4.0.7.37
Well Killing Operations.......................................................................... 13
4.0.7.38
Well Testing........................................................................................... 13
4.0.7.39
Worker ................................................................................................... 13
4.0.7.40
Underbalanced Drilling.......................................................................... 13
4.0.8 COMMON TERMS OF REFERENCE AND IRPS FOR ALL OPERATIONS IN THIS
VOLUME................................................................................................. 14
4.0.8.1
Responsibilities of Owners and Service Contractors.............................. 14
4.0.8.2
Drilling Service Company Responsibilities............................................ 17
4.0.8.3
Drill Stem Testing Company Responsibilities......................................... 17
4.0.8.4
Safety Service Company Responsibilities.............................................. 17
4.0.8.6
Fluid Hauling Company Responsibilities................................................ 18
4.0.8.7
Well Designation for Worker Safety in H2S Environments...................... 18
4.0.8.7.1
Sweet Well .............................................................................................. 18
4.0.8.7.2
Sour Well ................................................................................................ 19
4.0.8.7.3
Critical Sour Well ..................................................................................... 19
4.0.8.8
Metallurgy considerations for H2S environments.................................... 19
4.0.8.9
Gas Detection Monitoring for Explosive and Flammable Limits............. 20
4.0.8.10
Monitoring for Explosive Mixtures.......................................................... 23
4.0.8.11
Calibration of Explosive Mixture Monitors ............................................. 23
4.0.8.12
Hydrates: Awareness and Handling ....................................................... 23
4.0.8.13
Pressure Rating Formula For Seamless Pipe - Appendix I .................... 25
4.0.8.13.1
Tables - Pressure Rating Of Seamless Pipe....................................... 27
4.0.8.14
Worker Safety ........................................................................................ 32
4.0.8.15
Minimum Workwear Requirements........................................................ 32
4.0.8.16
Minimum General Safety Standards...................................................... 33
4.0.8.17
Pre-job Safety Meeting .......................................................................... 34
4.0.8.18
Opening a Closed Tank System for Inspection after Flowing or after
Purging with a Flammable or Inert Medium .............................. 34
4.0.8.19
Gas Flares.............................................................................................. 35
4.0.8.20
Venting Gas to Atmosphere ................................................................... 36
4.0.8.21
Flare Pits................................................................................................ 36
4.0.8.22
H2S Scrubbers........................................................................................ 36
4.0.8.23
Produced Fluids..................................................................................... 37
4.0.8.23.1 General Fluids.......................................................................................... 37
4.0.8.23.2 Fluid Properties and Characteristics........................................................... 37
4.0.8.23.3 Oils
................................................................................................... 37
4.0.8.23.4 Gas
................................................................................................... 37
4.0.8.23.5 Water ................................................................................................... 37
4.0.8.23.6 Kill Fluids, Frac Fluids, Acids and Solvents ................................................ 38
4.0.8.24
Tanks ................................................................................................... 38
4.0.8.24.1 Rig Tanks ................................................................................................ 38

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4.0.8.24.2 Atmospheric Tanks (64m3 style)................................................................ 38
4.0.8.24.3 Certified Pressurized Flowback Tanks ........................................................ 39
4.0.8.24.4 Non-certified Pressurized Storage Tanks .................................................... 39
4.0.8.24.5 Other Tanks............................................................................................. 39
4.0.8.25
Location of Tanks................................................................................... 40
4.0.8.25.1 Location of Rig Tanks ............................................................................... 40
4.0.8.25.2 Location of Atmospheric Tanks (64m3 style)................................................ 40
4.0.8.25.3 Location of Certified Pressurized Flowback Tanks ....................................... 40
4.0.8.25.4 Location of Non-certified Pressurized Storage Tanks.................................... 40
4.0.8.26
Air Entrainment and Purging ................................................................. 41
4.0.8.26.1 General ................................................................................................... 41
4.0.8.26.2 Prevention of Air Entrainment in Storage Tanks .......................................... 41
4.0.8.26.3 Purging the Well String and Wellhead ........................................................ 42
4.0.8.26.4 Purge Mediums for Purging Surface Equipment ........................................... 42
4.0.8.26.5 Pre-Purging Procedures and Checks.......................................................... 42
4.0.8.26.6 Purge Vapor Measurement ........................................................................ 43
4.0.8.26.7 Purge Amounts ........................................................................................ 43
4.0.8.26.8 Purging With Wellhead Gas (Sweet or Low Concentration of H2S)................. 43
4.0.8.26.9 Purging Sequence.................................................................................... 43
4.0.8.26.10 Ending The Purge..................................................................................... 44
4.0.8.26.11 Intermediate Purging................................................................................. 44
4.0.8.27
Opening A Well With Air In The Flowstring ........................................... 44
4.1
DRILL STEM TESTING .................................................................................. 46
4.1.1
Scope ................................................................................................... 46
4.1.2
Planning A Drill Stem Test ..................................................................... 46
4.1.2.1
Drill Stem Test Plan............................................................................... 46
4.1.2.2
Lithological and Reservoir Information................................................. 46
4.1.2.3
Qualifications......................................................................................... 46
4.1.3
On-Site Pre-Test Guidelines................................................................... 47
4.1.3.1
Pre-test Safety Meeting.......................................................................... 47
4.1.3.2
Pre-Test Inspection ................................................................................ 47
4.1.3.3
Pre-test Training .................................................................................... 48
4.1.4
Drill Stem Testing Guidelines................................................................ 48
4.1.4.1
DST Tool Retrieval During Daylight ....................................................... 48
4.1.4.2
DST Tool Retrieval During Darkness ...................................................... 49
4.1.4.3
Annulus Fluid Level ............................................................................... 49
4.1.4.4
Workers On Rig Floor............................................................................. 49
4.1.4.5
Test Line ................................................................................................ 49
4.1.4.6
Floor Manifold........................................................................................ 50
4.1.4.7
Swivel Joints and Flexible Pipe ............................................................ 50
4.1.4.8
Fire Prevention ...................................................................................... 50
4.1.4.9
Pipe Tally............................................................................................... 50
4.1.4.10
Flow Checks........................................................................................... 50
4.1.5
Sour Drill Stem Test Guidelines............................................................. 51
4.1.5.1
Safety Guidelines................................................................................... 51
4.1.5.2
Sour Drill Stem Testing Equipment........................................................ 51
4.1.5.3
Corrosion Inhibition While Sour Drill Stem Testing ............................... 52
4.1.5.4
Limitations of Sour Drill Stem Testing ................................................... 52
4.1.5.5
Sour Hydrocarbon Recovery .................................................................. 52
4.1.5.6
Neutralizing H2S During Trip Out of Hole ............................................... 52
Appendix I Recommended Drill Stem Testing Services Inspection Checklist ......... 53

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4.2
WELL TESTING ............................................................................................ 55
4.2.1.
Scope ................................................................................................... 55
4.2.2
Wellhead Control.................................................................................. 55
4.2.2.1
General .................................................................................................. 55
4.2.2.2
Standard ................................................................................................ 55
4.2.2.3
Wellhead Minimum Requirements......................................................... 56
4.2.2.3.1
Pressure Rating ....................................................................................... 56
4.2.2.3.2
Master Valves .......................................................................................... 56
4.2.2.3.3
Flow Tee and Flow Cross .......................................................................... 56
4.2.2.3.4
Wing Valve .............................................................................................. 57
4.2.2.3.5
Pressure Testing ...................................................................................... 57
4.2.2.3.6
Temporary Wellheads ............................................................................... 57
4.2.3
Well Testing Equipment Capacities And Pressure Ratings..................... 58
4.2.3.1
Capacities.............................................................................................. 58
4.2.3.1.1
General ................................................................................................... 58
4.2.3.1.2
Separator Systems................................................................................... 58
4.2.3.1.3
Heat Requirements................................................................................... 59
4.2.3.1.4
Liquid Storage.......................................................................................... 59
4.2.3.2
Pressure Ratings.................................................................................... 59
4.2.3.2.1
Pressure Vessels..................................................................................... 59
4.2.3.2.2
Pressure Piping........................................................................................ 59
4.2.3.2.3
Flanges ................................................................................................... 60
4.2.3.2.4
Other Connections.................................................................................... 60
4.2.3.2.5
Flexible Piping ......................................................................................... 60
4.2.3.2.6
Welding of Pipe and Fittings ...................................................................... 60
4.2.3.2.7
Pipe and Fitting Threading......................................................................... 60
4.2.4
H2s Service Equipment Requirements.................................................... 61
4.2.4.1
Metallic Materials................................................................................... 61
4.2.4.1.1
General ................................................................................................... 61
4.2.4.1.2
Welding of Carbon and Low Alloy Steels..................................................... 61
4.2.4.1.3
Exceptions .............................................................................................. 61
4.2.4.2
Elastomers ............................................................................................. 62
4.2.4.3
Internal Trims of Valves, Controllers, Etc. .............................................. 62
4.2.5
Well Testing Equipment Material Conformance..................................... 62
4.2.5.1
General .................................................................................................. 62
4.2.5.2
Pressure Vessels.................................................................................... 63
4.2.5.3
Pipe, Forging and Fittings...................................................................... 63
4.2.5.4
Valves, Controllers Meters, Etc............................................................... 63
4.2.5.5
Connections (Hammer Unions, Flanges, Etc.)......................................... 63
4.2.6
Equipment Inspections........................................................................... 63
4.2.6.1
General .................................................................................................. 63
4.2.6.2
Inspection Guidelines............................................................................ 63
4.2.7
Well Testing Equipment Spacing........................................................... 64
4.2.7.1
Equipment Spacing For Propane Tanks................................................. 65
4.2.7.2
Equipment Spacing For More Than One Certified Pressurized Tank ..... 65
4.2.7.3
Equipment Spacing For Non-Certified, Non-Registered Vessels Or
Pressure Tanks........................................................................... 65
4.2.8
Pre-Test Equipment Check And Pressure Test ....................................... 66
4.2.8.1
Pressure Testing in Daylight/Darkness ................................................... 66
4.2.8.2
Wellhead to Choke ................................................................................ 66
4.2.8.3
Pressure Testing on Critical Sour Wells................................................. 67

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4.2.8.4
4.2.8.5
4.2.9
4.2.9.1
4.2.9.2
4.2.9.3
4.2.9.4
4.2.10
4.2.10.1

Downstream of Choke ............................................................................ 67


Open Ended Piping and Production Tanks ............................................ 67
Operational Safety................................................................................. 67
Start Up at Night..................................................................................... 67
General Start Up Procedure................................................................... 67
Test Performance................................................................................... 68
Shut In And Post-Test Procedures.......................................................... 68
Well Testing Workers............................................................................. 69
Recommended Minimum Well Testing Workers on a Wellsite During
Testing Operations..................................................................... 69
4.2.10.2
One Qualified Well Testing Worker Per Shift......................................... 69
4.2.10.3
Two Qualified Well Testing Workers Per Shift....................................... 70
4.2.10.4
Three Qualified Well Testing Workers Per Shift .................................... 71
4.2.10.5
Minimum Well Testing Worker Qualifications........................................ 71
Appendix II Lease Layout Schematics..................................................................... 73
Appendix II - Production Testing Services Inspection Checklist............................... 80
Appendix IV - Logic Chart........................................................................................ 85
4.3
OTHER FLOWBACKS.................................................................................... 86
4.3.1
Scope ................................................................................................... 86
4.3.2
Flowing, Pumping Or Circulating A Well To An Open Tank System ...... 86
4.3.3
Wellhead Control................................................................................... 88
4.3.4
Location Of The Rig Pump..................................................................... 88
4.3.5
Procedures............................................................................................. 88
4.3.5.1
Well Killing Operations.......................................................................... 88
4.3.5.2
Coiled Tubing Unit (CTU) Operations Using Air ...................................... 89
4.3.5.3
Operations at Night ................................................................................ 89
4.3.5.4
Monitoring and Supervision of Open System Rig Tank.......................... 90
4.3.5.5
Swabbing............................................................................................... 90
4.3.5.6
Control of Potential Ignition Sources..................................................... 91
4.3.5.7
Safety Checklists.................................................................................... 91
4.3.6
Well Site Workers.................................................................................. 91
4.3.6.1
Minimum Workers and Training Requirements...................................... 91
4.4
LOADING, UNLOADING AND TRANSPORTATION OF FLUIDS........................ 93
4.4.1
Scope ................................................................................................... 93
4.4.2
Fluid Hauling Company Procedures...................................................... 93
4.4.3
Fluid Charactaristics .............................................................................. 94
4.4.4
Loading, Unloading and Transportation Practices................................. 94
4.4.4.1
Closed Systems...................................................................................... 94
4.4.4.2
Tank Truck Loading and Unloading - Temporary Production Testing
Operations Sweet and Sour Fluids.......................................... 95
4.4.4.2.1
Using Atmospheric or Pressure Certified Tank Trucks.................................. 95
4.4.4.2.2
Venting Tank Trucks to Flare Stacks.......................................................... 97
4.4.4.3
Permanent Production Facilities Sweet or Sour Fluids....................... 97
4.4.4.4
Transportation Sour Fluids.................................................................. 98
4.4.5
Fluid Hauling Company Worker Qualifications...................................... 98
4.4.6
Tank Truck Requirements to Transport Hydrocarbon Fluids Containing
Hydrogen Sulphide (H2s) ............................................................ 99
4.4.6.1
Transporting Fluid With 88 Ppm Hydrogen Sulphide Content or Less:... 99
(Not TDG Sub-Class 6.1 (I))....................................................................... 99
4.4.6.2
Transporting Fluid With More Than 88 Ppm Hydrogen Sulphide ........... 99

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4.4.6.3
4.5
4.5.1
4.5.2

Hydrocarbon Transportation: Class & Packing Group (Boiling Point, Flash


Point & Vapor Pressure)............................................................100
KEY WORDS AND PHRASES INDEX .............................................................101
Scope ..................................................................................................101
Key Words And Phrases Index..............................................................101

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4.0

ACKNOWLEDGEMENTS
Acknowledgments for participation on, or submissions to, the steering
committee preparing these revisions and updates and thank you to their
employers for providing the time to work on this project.
Lou Doiron, Central Production Testing Ltd.
Robert Knowles Angie Vogt, Norward Energy Services Ltd.
Jerry Penner, Computest Oilfield Services Inc.
Andy Saboe Tim Gibbs, Alpine Oil Services
Verleen Barry, Alberta Occupational Health and Safety
Dwaine Ferguson, Wabash Manufacturing Ltd.
Dave Meston - Dennis Saboe, AmGas Scrubbers Ltd.
Chris Jackson, AEC West Ltd.
Dave Krezanoski Len Barteaux, British Columbia Oil and Gas Commission
Barry Holland, Workers Compensation Board of British Columbia
Bob Ross, Saskatchewan Labour, Occupational Health & Safety Division
Larry Knight, Alberta Transport, Dangerous Goods Department
Russ Nelson, Shell Canada Limited
Doug Ashford, PanCanadian Petroleum Limited
Art Congdon, Petro Canada
Craig Popoff, Canadian Hunter Exploration Ltd.
Ron Rowbotham, Rolln Oilfield Services Ltd.
Don Pack Lonnie Campbell, Drive Well Servicing Ltd.
Gord Dunn, Alberta Energy and Utilities Board
Rick Meyers, Canadian Natural Resources Limited
Jim Peta, Anderson Exploration Ltd.
Craig Goodall, Talisman Energy Ltd.
Jack Thacker - Ron Chapman, Husky Oil Operations Limited
Rick Hanson - Bonus Resource Services Corp.
Lawrence Fobes - Summit Energy Services Inc.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.1

FOREWARD
In 1988 a Well Testing and Fluid Handling Subcommittee (WTFHSC)
consisting of representatives from CAODC, CAPP, PSAC, Alberta OH&S and
the Alberta ERCB was formed. Under the auspices of the Drilling and
Completion Committee (DACC), the WTFHSC mandate was to investigate and
develop minimum recommended practices respecting equipment, procedures
and workers for the safe testing of wells and handling of fluids. The
Recommended Practice (ARP) documents were developed during well testing
and fluids handling operations at wells in Alberta; and were fully supported by
the Alberta ERCB and Alberta OH&S.
In 1999, the scope and breath of recommended practices encompasses many
more issues, companies, associations and governments. The reference to
Alberta in the title of these practices is changed to Industry (IRP Industry
Recommended Practice) to better reflect the broader scope. Where industry
has grown to other regions of Western Canada, these IRPs continue to assist
companies in their daily operations,. These IRPs are intended to follow the
user to any site, anywhere in the world, as a minimum operating practice.
INDUSTRY RECOMMENDED PRACTICE VOLUME 4 Well Testing and
Fluid Handling consists of five (5) components;
4.0
4.1
4.2
4.3
4.4

Scope, Contents, Definitions, Common Terms of Reference and


Common IRPs for all Operations Covered in this Volume
Drill Stem Testing
Well Testing
Other Flowbacks
Loading, Unloading and Transportation of Fluids

The process of revisions and upgrades in this IRP was steered by the WELL
TESTING COMMITTEE of the PETROLEUM SERVICES ASSOCIATION of
CANADA (PSAC) under the auspices of DACC. Future revisions will be
prompted by the Canadian Petroleum Safety Council (PSC).
DACC, Drilling and Completions Committee is a standard industry committee
which oversees the development and revisions of industry standards. The
DACC Committee has representation from the Canadian Association of Oilwell
Drilling Contractors (CAODC), Canadian Association of Petroleum Producers
(CAPP), Alberta Energy Utilities Board (AEUB), Petroleum Services
Association of Canada (PSAC) and the Petroleum Safety Council (PSC)
representing other industry and government interests across Canada.

Section 4.0

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WELL TESTING AND FLUID HANDLING


While every effort has been made to ensure the accuracy and reliability of the
data contained in the IRPs, and to avoid errors and omissions, the Committee
work groups and individual members make no representation, warranty or
guarantee in connection with the publication of the contents of any IRP
recommendation, and hereby disclaim liability or responsibility for loss or
damage resulting from the use of the IRPs, or for any violation of any statutory
or regulatory requirements this IRP may have not referenced or overlooked.
IRPs are viewed as highly desirable features of any well evaluation program but
do not take precedence over legislated requirements in the jurisdiction you are
working. Local regulatory agencies may have adopted these IRPs, in whole or
in part, as a guiding principle for their role in the industry. Regulatory agencies
who have endorsed these practices will be referred to in the documentation or
through subsequent communiqus.

4.0.2

SCOPE
The purpose of this series of Industry Recommended Practices (IRPs) is to
enhance safety during well testing and fluid handling operations of gas and oil
wells.
4.1 Drill Stem Testing contains recommended practices for DST operations
including: test planning, as well as pre-test, post-test, and sour testing
guidelines.
4.2 Well Testing details recommended practices for Well Testing operations,
including: equipment design and operation, worker requirements and
qualifications, purging and pressure testing, operational safety, and safety
equipment.
4.3 Other Flowbacks addresses recommended practices for service rig
operations involving the flowback of fluids from the well. Matters addressed
include: produced fluids, venting, well control, equipment, procedures, and
wellsite workers.
4.4 Loading, unloading and transportation of fluids provides recommended
procedures for the safe transfer of fluids from temporary and permanent
production facility tanks to trucks. The procedures emphasize sour fluids
and high vapour pressure hydrocarbon mixtures. The IRP also addresses
transportation.
4.5 This index helps the reader locate key words and phrases used in well
testing and fluid handling.

Section 4.0

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WELL TESTING AND FLUID HANDLING


The practices described in the IRPs should be considered in conjunction with
other industry recommended practices, individual operators well testing and
fluid handling practices and site specific considerations. It is recognized that
other procedures and practices as well as new technological developments
may be equally effective in promoting safety and efficiency.

4.0.3

INTRODUCTION
An integral part of the exploration and development of oil and gas resources is
reservoir evaluation.
Evaluation methods with the greatest inherent
environmental and safety concerns are those which remove reservoir fluids by
means of drill stem testing, well testing or any other methods of flowback.
The avoidance of developing a combustible hydrocarbon gas/air mixture, and
the safe handling of highly volatile reservoir or stimulation fluids, and/or
corrosive or toxic fluids are of concern when evaluating a well.
The environmental, safety and health risks associated with well testing and
fluid handling can be minimized by properly trained workers implementing
prudent procedures and using properly designed equipment.

4.0.4

IRP REVISIONS
The current editions of reference specifications, standards and recommended
practices were used when the Well Testing and Fluid Handling IRPs were
published. Revisions in these documents may result in a need to periodically
revise the IRPs. In addition, periodic updating of the IRPs will be necessary
as new equipment and procedures are developed. Revisions can be
recommended to the Drilling and Completions Committee (DACC) through the
Canadian Petroleum Safety Council (PSC). A regular timed review every 5
years is recommended by the PSAC Well Testing Committee with provision for
a review at anytime should industry or technology change in a significant
manner that would necessitate a revision to these IRP's.

4.0.5

REFERENCES

4.0.5.1

Alberta Heavy Oil and Oil Sands Practices Steering Committee


ARP 3.2, Well Servicing, 1991, PITS, Calgary.
ARP 3.3, Production Equipment and Procedures, 1991, PITS, Calgary.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.5.2

American Petroleum Institute (API)


API, Recommended Practices for Drill Stem Design and Operating Limits,
Thirteenth Edition, April 1, 1989, RP7G, Dallas, Texas
API, Recommended Practices for Occupational Safety and Health for Oil and
Gas Well Drilling and Servicing Operations First Edition, January, 1981, RP54,
Dallas, Texas.
API, Specification for Wellhead and Christmas Tree Equipment, Spec. 6A
Edition, Dallas, Texas

4.0.5.3

American Society Of Mechanical Engineers (ASME)


ASME, Code for Pressure Piping, B31, Chemical and Petroleum Refinery
Piping, ASME B31.3, 1990 Edition, 345 East 47th Street, New York, N.Y.
10017.
ASME, B16.5 Pipe Flanges and Flanged Fittings, 1988 Edition, 345 East 47th
Street, New York, N.Y. 10017.
ASME, Boiler & Pressure Vessel Code, Section VIII, Div I, 345 East 47th
Street, New York, N.Y. 10017.

4.0.5.4

American Society Of Testing And Materials (ASTM)


ASTM, Standard Test Method for Vapour Pressure of Petroleum Products
(Reid Method), Philadelphia, PA.
ASTM, D56-79: Standard Test Method for Flash Point by Tag Closed Tester,
Philadelphia, PA.
ASTM, D93-80: Standard Test Method for Flash Point by Penski-Martens
Closed Tester, Philadelphia, P.A.
ASTM, D3278-82: Standard Test Method for Flash Point of Liquids by
Setaflash Closed Tester, Philadelphia, P.A.

4.0.5.5

Canadian Association of Petroleum Producers


CAPP Publication #1994-0002 Guideline for Prevention and Safe Handling of
Hydrates (1994).
CAPP Publication #1999-0002 Occupational Health and Safety of Light
Hydrocarbons.
CAPP Publication #1999-0005 Consumer Guideline for the Selection of Fire
Resistant Workwear for Protection Against Hydrocarbon Flash Fires.
CAPP Publication #1999-0014 Recommended Practices for Flaring of
Associated and Solution Gas at Oil Production Facilities.
CAPP Publication #1999-0015 CAPP Safety Guideline for Ground Disturbance
in the Vicinity of Underground Facilities.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.5.6

Canadian Petroleum Association (CPA)


CPA, 1987 Tank Vapour Flaring Committee Report Recommendations
Surrounding Tank Vapour Flaring During Sour Well Testing, Calgary, Alberta.
CPA, DRILL STEM TESTING SAFETY GUIDELINES 1986, Calgary, Alberta.

4.0.5.7

Canadian Standards Association (CSA)


CSA, Industrial Protective Headwear, Z94.1, Rexdale, Ontario.
CSA, Hearing Protectors, Z94.2, Rexdale, Ontario.
CSA, Industrial Eye & Face Protectors, Z-94.3, Rexdale, Ontario.
CSA, Protective Footwear, Z195, Rexdale, Ontario.
CSA, B620-1987: Highway Tanks and Portable Tanks for the Transportation of
Dangerous Goods, Rexdale, Ontario.
CSA, B621-1987: Selection and Use of Highway Tanks, Portable Tanks, Cargo
Compartments and Containers for the Transportation of Dangerous Goods,
Classes 3, 4, 5, 6, and 8 in Bulk by Road, Rexdale, Ontario.
CSA, B622-1987: Selection and Use of Highway Tanks, Multi-unit Tank Cars
and Portable Tanks for the Transportation of Dangerous Goods, Class 2, by
Road, Rexdale, Ontario.
CSA, B620-98: Highway Tanks and Portable Tanks for the Transportation of
Dangerous Goods, Rexdale, Ontario..
CSA, B621-98: Selection and Use of Highway Tanks, Portable Tanks, Cargo
Compartments and Containers for the Transportation of Dangerous Goods,
Classes 3, 4, 5, 6.1, 8 and 9, Rexdale, Ontario..
CSA, B622-98: Selection and Use of Highway Tanks, Multi-unit Tank Cars and
Portable Tanks for the Transportation of Dangerous Goods, Class 2, Rexdale,
Ontario..

4.0.5.8

Drilling And Completions Committee (DACC) Industry Recommended


Practices Volume II Completing And Servicing Sour Wells
DACC, ARP 2.5 Fluids and Circulating Systems, PITS, Calgary, Alberta.
DACC, ARP 2.10 Quality Programs for Pressure Containing Equipment, PITS,
Calgary, Alberta.
DACC, ARP 2.15 Well Site Worker Training and Experience, PITS, Calgary,
Alberta.

4.0.5.9

Alberta Energy And Utilities Board (AEUB)


ERCB, Guide G-37 Service Rig Inspection Manual, 1988, ERCB, Calgary,
Alberta.
ERCB, Informational Letter IL 91-2 Sour Gas Flaring Requirements and Change
to Regulations.

Section 4.0

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4.0.5.10

Government Of Alberta, Alberta Occupational Health And Safety


(AOH&S)
AOH&S, Alberta Occupational Health and Safety Act and Regulations,
Edmonton, Alberta.
AOH&S, Well Testing Minimum Guidelines for Enhanced Field Operations,
June 1990, Edmonton, Alberta.
AOH&S, Safety Codes Act.
AOH&S, Boiler & Pressure Vessel Exemption Order.
AOH&S, Transportation of Dangerous Goods Control Act & Regulation.

4.0.5.11

Government of Canada
Transportation of Dangerous Good Act and Regulations
WHMIS
National Safety Code

4.0.5.12

National Association of Corrosion Engineers (NACE)


NACE, MR0175 Sulphide Stress Cracking Resistant Metallic Materials for
Oilfield Equipment, Houston, Texas.

4.0.6

CONTENTS INDEX

4.0.7

DEFINITIONS

4.0.7.1

Adequate Lighting
Adequate lighting exists when the site is illuminated sufficiently to ensure that
the worker is able to perform routine duties safely. The visibility must be such
that the worker will be able to exit the worksite to a secure area in the event of
an emergency. Flashlights, rig lights, and vehicle lights can be considered as
emergency back-up lighting.
References/Links
Workers Compensation Board of British Columbia
Saskatchewan Dept of Labour, Occupational Health and Safety

Note:

Regulations in the Provinces of British Columbia and Saskatchewan define


lighting with specific measurement criteria. This should be referred to when
operating in these provinces.

Note:

Consideration must be given to additional lighting on complex operations.

4.0.7.2

Bleed-off
Where pressure is present on the well and requires depressuring before work
can commence.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.7.3

Caution
Caution must be exercised on wells known to contain lower levels of H2S
and/or have harmful or toxic substances, and/or have severe abrasives (e.g.
frac sand) and/or have other unusual hazards. The term "Caution" does not
categorize a well outside of Sweet or Sour.
It is intended to alert Owners, employers and workers to dangers that may
exceed those of routine Sweet Wells and wells with minimal H2S concentration
where prescriptive equipment requirements are not provided.

4.0.7.4

Certified Pressurized Flowback Tank


A pressurized vessel which has been constructed following a program of
quality control, designed for the application, and is registered with the
provincial agency that applies a stamp of certification on the vessel nameplate.
All vessels must have a CRN (Canadian Registration Number) registered in all
provinces of intended use.

4.0.7.5

Closed System
A closed system refers to a handling system in which fluids are scrubbed, gas
is flared at a stack or vented to atmosphere through an H2S scrubber, in a
controlled manner, and fluids are contained.

4.0.7.6

Coiled Tubing Unit Operations (CTU)


Coiled tubing units are commonly used in "other flowbacks" to recover wellbore
effluent. Nitrogen, carbon dioxide or air is used to move and lift proppant,
produced sand or stimulation fluids such as acid, chemicals or hydraulic
fracture treatment fluids from the wellbore. Coiled tubing unit operations may
also be undertaken to evaluate well production capability.

4.0.7.7

Confined Space
-

4.0.7.8

Is enclosed or partially enclosed.


Has limited or restricted means for entry/exit.
Is not designed or intended for continuous human occupancy.
Is or may become partially hazardous to a worker entering OR that may
complicate the provision of first aid, evacuation, rescue or other emergency
response services.

Drilling Company
An individual or company that enters into a contract with an owner of a wellsite
to drill for oil and gas.

4.0.7.9

Drill Stem Test


A method of determining the producing potential of a formation. This is done
by removing the hydrostatic pressure of the drilling fluid column and allowing
formation fluids and/or gas to flow into an evacuated or partially evacuated drill
string or production string. This allows the formation pressures to be monitored
and measured to calculate flow and depletion rates. A Drill StemTester
represents the company responsible for the down hole and surface equipment

Section 4.0

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WELL TESTING AND FLUID HANDLING


used in identifying the content and production capability of the formations to be
tested.
4.0.7.10 Employer
Means a person, firm, association or body that has, in connection with the
operation of a place of employment, one or more workers in the service of the
person, firm, association or body.
4.0.7.11

Enclosed Environment
A building or structure with limited or restricted means for entry/exit and
minimal ventilation that will not allow rapid movement of hazardous vapors.

4.0.7.12

ESD
Acronym for Emergency Shutdown system (valve). It is a pneumatically
operated, high-pressure valve installed on the wellhead with remote shutdowns.
Its purpose is to provide a means to remotely shut in the well in an emergency.
In Alberta, an ESD is required on wells to be flowed having a surface pressure
greater than 1379 kPa and an H2S content greater than 1%.

4.0.7.13

Flowback
Where pressure on a well is bled off and the well continues to flow, and is
allowed to flow to establish a rate of gas and fluid from the well.

4.0.7.14

High Vapor Pressure Hydrocarbons


Hydrocarbon mixtures with a Reid vapor pressure greater than 14 kPa or an
API gravity greater than 50 are considered to be high vapor pressure
hydrocarbons.

Note:

Reid Vapor Pressure is determined in a laboratory test. API gravity can be


readily measured in the field. C1-C7 content can also be indicative of a fluids
flammability. Flammability increases with increasing C1-C7 content. Fluid
analyses, if available should be reviewed. Fluid and ambient temperatures
should be considered.

4.0.7.15

Inline Test
An inline test is "closed" when all well effluents measured at the test separator
are diverted to the pipeline.

4.0.7.16

Mud Can
A device used to contain fluids and direct them away from the drill pipe when
breaking connections.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.7.17

Non-certified Pressurized Storage tank or Vessel


A vessel that does not require certification for use in pressure applications. The
vessel must have some form of pressure relief valve (PSV). If the tank is to be
used as the primary vessel, the tank must have been constucted under
a quality control program. Construction, design and material
specification data must be available when requested by the well
owner. Government departments may also request this data.

Caution:

The vessel must be designed for its intended use.


Example: In Alberta a vessel operated below 103.4 kPa (15 psi) working
pressure does not require provincial certification from the Alberta Boilers Safety
Association (ABSA) but is required to be constructed under a quality control
program in this IRP.

4.0.7.18

Occupational Exposure Limits - Worker Safety Consideration


The Occupational Exposure Limit (OEL of H2S is,
8 hour OEL:
10 ppm
In most cases when well testing, workers are in open-air environments and
work shifts longer than 8 hours. Therefore planning consideration must review
situations when workers are exposed to short-term levels greater than 10ppm
and longer-term levels less than 10ppm. The Ceiling Limits vary through the
various regulatory authorities. Most common is a Ceiling Limit of 10ppm and 20
ppm.
References/Links
Alberta Occupational Health and Safety Act Chemical Hazards
Saskatchewan Occupational Health and Safety Act
Workers Compensation Board of British Columbia OHS & Regulation

4.0.7.19

Open System
An open system refers to a handling system, such as a rig tank, in which any
gas vapors produced from fluids are vented to atmosphere in an uncontrolled
manner. This type of system requires constant monitoring to ensure transient
vapors/gas are maintained below 20% of LEL and 10ppm H2S.

4.0.7.20

Other Flowbacks
Other flowbacks refers to operations, other than production testing and drill
stem testing, in which gas and/or fluids are flowed or induced to flow from the
wellbore. This includes well killing operations and the recovery of well
stimulation fluids and solids by flowing, pumping, swabbing or by the
circulation of fluids with coiled tubing. Refer to IRPs 4.1, Drill Stem Testing
and IRP 4.2, Well Testing for information specific to testing.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.7.21

Owner
A person, partnership, company or group of persons who, under contract and
agreement of ownership, direct the activities of one or more employers involved
at a worksite.

4.0.7.22

PPE
Acronym for personal protective equipment. It is equipment designed and used
to protect workers.

4.0.7.23

Positive Pressure
Positive pressure refers to a pressure greater than 0 kPa gauge.

4.0.7.24

Pressurized Truck Tank


A pressurized truck tank must comply with all the CSA B620 requirements as
determined by CSA B621. If the maximum allowable working pressure
(MAWP) is greater than 101.3 kPa (15 psi) then ABSA/ASME certification is
also required. The MAWP is specified on the nameplate of most oilfield
production equipment such as all transport and pressure vessel equipment.

4.0.7.25

Purge
Where a vessel, container or piping system is evacuated of its gas and/or fluid
contents and replaced with another gas and/or fluid. The general purpose of
purging is to remove explosive and/or flammable fluids and gases from a closed
piping system prior to opening the system to atmosphere or prior to entry of
the system by workers. The practice of purging usually entails replacing the
explosive/flammable contents with a product that is non-explosive/flammable or
to create an atmosphere with an acceptable LEL (Lower Explosive Limit) and
UEL. (Upper Explosive Limit) for workers. Purging is also used to aid the
removal hazardous gases and fluids from vessels and piping systems prior to
shipment of equipment or transportation of fluids.

4.0.7.26

Qualified Well Testing Person


An individual who has had a minimum of three months previous experience with
a service company or well owner and understands the concept of gas and
liquid separation using pressure equipment and flaring. Without this prior
experience, the individual is considered in training. The individual must be
able to provide documented evidence, when requested, of this experience. The
individual must have all certifications required by provincial regulatory agencies
and/or this IRP. Section 4.2.10 of this IRP identifies the qualifications required
for a well testing worker to handle various levels of responsibility.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.7.27

SABA - SCBA
SABA: acronym for Supplied Air Breathing Apparatus. It consists of a small
air cylinder (less than 5 minutes of breathing air) and air mask intended to be
carried on the hip of a worker with the ability to connect, by hose, to numerous
larger air cylinders. This type of configuration is used for extended work periods
where a worker is in an H2S environment.
SCBA: acronym for Self-contained Breathing Apparatus It consists of an air
cylinder and mask intended to be carried on the back of the worker and has (+)
(-) 30 minutes of breathing air contained in the cylinder. This device is used for
short work periods where a worker is in an H2S environment.

4.0.7.28

Safety Service Company


A company that provides equipment, workers, training and neutralising
chemicals to reduce the risk to on-site workers and equipment during various
sour well operations.

4.0.7.29

Safety Standby Method


Where a person outside of the hazardous area monitors the work of persons
inside the hazardous area, with no other purpose than to monitor air supplies
and implement rescue procedures when necessary.

4.0.7.30

Service Company
Means a person, corporation or association who is contracted to supply, sell,
offer or expose for sale, lease, distribute or install a product or service to
another company, usually the owner of the worksite.

4.0.7.31

SITHP
Acronym for Shut In Tubing Head Pressure. It is the pressure at surface on the
tubing in the well.

4.0.7.32

Stimulations
Stimulations are operations designed to improve well production capability or,
in the case of injection or disposal wells, to improve the ability of a well to
accept fluid. These operations may include the use of hydrocarbon and water
based fracturing fluids, acids, various chemicals and proppants.

4.0.7.33

Swabbing
Swabbing is an operation conducted to reduce the hydrostatic pressure in the
wellbore to initiate flow from a formation. Swabbing operations utilize a
lubricator.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.7.34

Swivel Joint
A series of short steel pipe sections that are joined by swivel couplings. The
unit functions as a flexible flow line that provides a flow path between the
control head and the floor manifold.

4.0.7.35

Test Line
A flow line from the drill stem tester's floor manifold to move fluid and/or gas to
flare or storage.

4.0.7.36

Test Plug
A valve attached to the top of each stand of pipe being pulled from the hole to
prevent flow up the drill pipe while tripping.

4.0.7.37

Well Killing Operations


Well killing operations are operations in which well effluent is circulated from
the wellbore using a fluid of sufficient density to prevent further influx of
reservoir fluids. The process is continued until the well is dead.

4.0.7.38

Well Testing
Well Testing is an operation where a company supplies equipment and the
continuous presence of qualified test workers for the purpose of measurement
through production equipment. Such operations include, but are not limited to:
Flowing a well to production equipment or tank.
Flow measurement with chokes, flow provers or other meters.
Initiating flow by swabbing, coiled tubing or any such artificial lift method.
Flowing a well while drilling operations are in progress, known as
Underbalanced Drilling.
References/Links
IRP 4.2 Well Testing and Fluid Handling
IRP 6.0 Underbalanced Drilling (under development 1999)
Alberta Energy and Utilities Board Interim Directive 94-3

4.0.7.39

Worker
Means a person who is engaged in an occupation in the service of an
employer.

4.0.7.40

Underbalanced Drilling
Entails allowing a well to flow oil, gas and formation fluids to surface as it is
being drilled as opposed to conventional or overbalanced drilling where one of
the prime considerations is in preventing hydrocarbons from flowing during the
drilling process.
References/Links
IRP 6.0 Underbalanced Drilling for Critical Sour Wells
Alberta Energy and Utilities Board Interim Directive ID94-3

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.8

COMMON TERMS OF REFERENCE AND IRPS FOR ALL


OPERATIONS IN THIS VOLUME

4.0.8.1

Responsibilities of Owners and Service Contractors

IRP

The wellsite Owner is responsible for all activities on a lease. The


safety of on-site workers and environmental protection take precedence
over well testing data requirements. Owners shall maintain general
health and safety at the well site by coordinating all activities and
ensuring proper equipment, materials and workers are provided to
accomplish the program and to satisfy all applicable regulatory
requirements.

IRP

The wellsite owner shall provide the following breathing equipment as


a minimum:

Section 4.0

On all wells, regardless of designation, two(2) Self-contained


Breathing Apparatus (SCABA) must be on location at all times. (In
British Columbia , 4 must be present)

When well testing wells where the H2S concentration is greater than
100 ppm, the Owner must provide supplied air breathing apparatus
(SABAs) in addition to the self-contained breathing apparatus
(SCBA). As a minimum this package must contain an adequate air
supply system complete with air cylinders, manifold, work lines and
egress packs (SABAs) and a minimum of two (2) back packs
(SCBAs).

On simple well-servicing operations (such as rod jobs, tubing


changes, bleed-offs, plug retrieval, abandonments, swab cleanouts)
where the H2S concentration is greater than 100 ppm and where the
venting of gas to atmosphere is minimal and the bleed-off period is
short in duration and where more than two (2) workers are present
at the same time, an additional two (2) back packs would be
adequate instead of a supplied air system. (This does not apply to
well testing.) Therefore a minimum of four (4) back packs are
required on the wellsite. Two (2) of the back packs must be
designated for emergency use only. The other packs are for use by
workers where breathing equipment is necessary to complete
operational tasks, protection for the workers on the site and nearby
residents, from over-exposure to H2S, must be maintained when
considering this option.

Page 14

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WELL TESTING AND FLUID HANDLING

Where workers are expected to work on a continued basis in


enclosed environments, SABAs must be supplied to meet the
Occupational Exposure Limits (OEL of 10 ppm.

The air equipment be properly housed for use and transport.

Note:

In British Columbia ( WCB Regulation 23.5) requires owners to provide a


program of quality assurance for the respiratory air and date of last air change.
The program must be in writing.

Note:

In British Columbia ( WCB Regulation 5.54) the Service Contractor needs to


have a respiratory protection program including education, training, fit testing,
cleaning and maintenance, air change and air quality assurance.

IRP

Where an Owners representative is assigned to the site, the


representative shall be present during all operations where gas will be
vented from open tank systems. Where an Owner representative is not
assigned to the site, the contractor assigned to flow the well to open
tank systems must have a supervisor present during the operation.

IRP

Where the Owner does not have a site representative, the Owner shall
ensure a gas detection meter is available to the site workers.

IRP

The Owners on-site representative shall have training and competence


in the operation of an LEL meter. The Owners representative shall
possess or ensure availability of an LEL meter on all sites where vapors
are expected to be vented to atmosphere.

IRP

The Owner shall or instruct the Service Contracting company to:


-

Provide signage ordering vehicles to stop at the lease entrance on


all sites where gas is being vented to atmosphere

Ensure there are an adequate number of qualified workers on the


wellsite at all times to conduct operations safely

Provide fluid hauling companies with shipping documents such as a


waste manifest that describes the properties and potential hazards
associated with fluids to be transported in appropriate TDG terms
References/Links
Transport Canada TDG Act, Sections 5, 6, 8 & 14.
Transport Canada TDG Regs, Part 3.
Transport Canada TDG Act, Section 40.

Section 4.0

Page 15

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WELL TESTING AND FLUID HANDLING


-

Ensure fluid hauling workers are oriented to site-specific procedures

Ensure sour fluids are transported during normal hours of


operations unless special arrangements and precautions have been
made between the Owner and the truck operator. This may include
standby workers, equipment and monitoring devices

Ensure appropriate safety equipment (i.e. H2S monitor, explosive


mixture monitor and respiratory protective equipment) are
available

Maintain a contingency plan including procedures for truck loading,


unloading, and transportation-related spills.

IRP

The Owners representative is responsible for conducting an on-site prejob equipment inspection to ensure the equipment is operational and
as ordered.

IRP

Owners shall prepare a program of operations. The program should


include but not be limited to:

IRP

Section 4.0

The purpose of the operation

Relevant well data

Identify any potential hazards

Equipment requirements and layout having regard for pressures


and flows expected

Environmental and safety considerations, relative to on-site workers


and the public

Special procedures to be employed

Emergency contacts

Minimum worker requirements and qualifications

Test objectives

Test sequence in appropriate detail

Technical contact in case of unexpected program deviations

Emergency response plan, contacts and procedures

Shall ensure the program is available for viewing


participating contractors prior to job commencement.

by

all

The Owner shall ensure that the owners representative on site is able to
provide competent and effective supervision of the operations being
carried out. The Owners representative shall have the following:
-

First Aid Certificate

If well servicing, an appropriate blow-out prevention (BOP)


certificate

If drilling, an appropriate blow-out prevention (BOP) certificate

H2S Training and Certification for sour wells ( > 10 ppm)

Page 16

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WELL TESTING AND FLUID HANDLING


-

Transportation of Dangerous Goods Certificate where hazardous


materials will be shipped

WHMIS training

Complete awareness of IRP Volume 4.0 , Well Testing and Fluids


Handling as they pertain to the operation being carried out and a
full understanding of the hazards related to the physical properties
of the fluid being handled, prior to conducting the operation

Shall make available and be competent in the operation of


equipment used to detect hazardous or explosive mixtures

An understanding of section 8.110 of the AEUB Regulations when


hydrocarbon mixtures with a Reid vapour pressure greater than 14
kPa or with an API gravity exceeding 50 degrees, are encountered.

4.0.8.2

Drilling Service Company Responsibilities

IRP

The Drilling Service Company shall ensure that all required rig workers
are available during operation the workers are physically capable and
have been properly trained to carry out their designated
responsibilities. The Drilling Service Company shall ensure that the
equipment and facilities it is contracted to supply are available during
operation and it is designed for the parameters of the project. Pressure
test certification, material inspections, and sour service specifications
shall be made available when requested.

4.0.8.3

Drill Stem Testing Company Responsibilities

IRP

The Drill Stem Testing Company shall ensure that the workers it
provides are available during the drill stem test,
the
workers
are
physically capable and have been properly trained to carry out their
designated responsibilities during the drill stem test at the worksite. The
Drill Stem Testing Company shall ensure that the equipment and
facilities it is contracted to supply are available during the drill stem
test, are in good working order and is designed for the parameters of
the project. Pressure test certification, material inspections, and sour
service specifications shall be made available when requested.

4.0.8.4

Safety Service Company Responsibilities

IRP

The Safety Service Company shall ensure that the workers it provides
are available during operations, the workers are physically capable
and have been properly trained to carry out their designated
responsibilities. The Safety Service Company shall ensure that the
equipment it is contracted to supply is available during the operation, is
in good working order and is designed for the parameters of the
project. The Safety Service Company must ensure proper equipment for
respiratory protection, H2S gas detection, breathing-air supply,
determining explosive limits, and neutralising chemicals is in sufficient
quantities at the worksite. Consideration should be given to providing
an LEL meter. The Safety Service Company must provide training of all
workers on the worksite in the specific use of this equipment.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.8.5

Well Testing Company Responsibilities

IRP

The Well Testing Company shall ensure their employees are physically
capable to carry out their designated responsibilities during the
operation. Well Testing personnel must carry certificates of training
with them. The Well Testing Company shall ensure the equipment and
facilities it is contracted to supply are designed and suited for the
application. Pressure test certification, material inspections, and sour
service specifications shall be made available when requested.

4.0.8.6

Fluid Hauling Company Responsibilities

IRP

Fluid Hauling Companies shall ensure the workers it provides are


available during the operations, the workers are physically capable to
carry out their designated responsibilities and the workers carry
certificates of training with them. The Fluid Hauling Company shall
ensure that the equipment and facilities it is contracted to supply are
available during the operation, are in good working order and are
designed for the parameters of the project. Pressure test certification,
material inspections, and sour service specifications shall be made
available when requested.

4.0.8.7

Well Designation for Worker Safety in H2S Environments


Sweet and Sour designations are used by industry and legislative
bodies as a reference for administrative purposes. For technical purposes
specific concentrations of Hydrogen Sulphide will dictate appropriate
equipment requirements to conduct a task safely, maintaining the health and
safety of the worker while ensuring the integrity of the equipment. The well
designations of this IRP are centered on Hydrogen Sulphide (H2S) content,
which through inhalation, is the most frequently encountered hazardous
substance by well testing workers. There may be other substances as onerous
for maintaining worker safety and must be considered when planning work
programs. Provincial Occupational Health and Safety Acts define the exposure
limits for numerous substances. Those documents should be referred to when
substances other than hydrogen sulphide (H2S) are known to be present at the
wellsite. The well designations in this IRP are designed for worker safety
when working in Hydrogen Sulphide (H2S) environments.

4.0.8.7.1

Sweet Well
10 ppm Hydrogen Sulphide Content or less: Designated as SWEET
A well with a hydrogen sulfide (H2S) content of 0.01 moles / kilomole (10 ppm)
or less relative to worker safety is designated as SWEET. The hazards of
Sweet Gas to the worker, from exposure or inhalation, are less than those
imposed by sour gas and therefore require a minimum of two (2) Self Contained
Breathing Apparatus (SCBAs) on all wells to aid in protecting the worker.
Other requirements are detailed throughout these IRPs. Material

Section 4.0

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WELL TESTING AND FLUID HANDLING


specifications relative to metallurgy for equipment used to flow wells containing
zero H2S content are not as stringent as those required for wells containing
H2S.
References/Links
IRP 4.2
NACE (National Association of Corrosion Engineers)
ASME B31.3
4.0.8.7.2

Sour Well
More than 10 ppm Hydrogen Sulphide Content: Designated as SOUR
Any well with a hydrogen sulfide (H2S) concentration greater than 0.01 moles/
kilomole (10ppm) relative to worker safety is designated as SOUR. Sour Gas
hazards relative to worker safety requires specific equipment to protect the
worker. Prescriptive guidelines for the quantity and use of breathing equipment
to protect the worker are outlined in this IRP and other Provincial regulations.
Additionally, gas, containing H2S, is more corrosive to metals and thus,
requires precautions when selecting equipment to perform
well testing operations. Section 4.2.4 of this IRP provides guidelines relating to
equipment selection for use in H2S environments.
References/Links
IRP 4.2
Provincial Occupation Health and Safety Acts
Alberta Chemical Hazards Regulation Sections 2 & 9
NACE MR 01-75 LATEST EDITION
ASME B31.3

4.0.8.7.3

Critical Sour Well


Critical Sour Wells are defined by appropriate Provincial Regulatory Agencies.
They generally include all the elements of a Sour Well plus an amplified
concern for residents in close proximity to the wellsite along with environmental
issues. In Alberta refer to AEUB ID 97-6.

4.0.8.8

Metallurgy considerations for H2S environments


H2S effects the integrity of metals not designed for use in H2S environments.
Other elements such as CO2 also have corrosive affects on metals. The
requirement for special metallurgy in equipment is not related to a
Sour designation of a well. It is related to H2S Partial Pressure and
Sulphide Stress Cracking as defined by the National Association of
Corrosion Engineers (NACE).
References/Links
Section 4.2.4
NACE MR 01-75 LATEST EDITION specifications

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.8.9

Gas Detection Monitoring for Explosive and Flammable Limits

IRP

The Owners site representative must be trained and competent in the


use of gas detection meters. The site representative must possess or
make available at the wellsite, a gas detection meter capable of
measuring LEL.

IRP

Where the Owner does not have a site representative, the Owner shall
ensure a gas detection meter is available to the site workers.

IRP

One person per shift must be trained and competent in the use of gas
detection meters where gas vapors will be vented to atmosphere.

IRP

No worker shall enter the 50 meter safety zone around an open tank
system where gas vapors have been vented to atmosphere until cleared
to do so by the Owners site representative or the worker who is
responsible for monitoring the area with a gas detection meter.

Note:

Refer to Section 4.3, Other Flowbacks, for more detail on the requirement of
gas detection and flowing wells to open tank systems.

Introduction:
Gas detectors have become an everyday part of equipment requirements on an oil and gas
site. There must be accurate methods of detecting the absence or presence of various
gases, so the workplace can be maintained safe and productive.
Explosive or Flammability Limits:
The term limits of flammability, or explosive limits, refers to the percentage by volume of a
fuel in a fuel/air mixture which will burn. The flammable range spreads between the lower
flammable limit and the upper flammable limit. Fuel /air mixtures outside the flammable
range will not burn or explode.
Flammable limits for some common flammable gases and vapors are listed below.
Explosive limits
(% by vol. in air)
LEL
Ammonia
Butane
Carbon monoxide
Ethane
Hydrogen Sulphide
Ethyl Alcohol
Methane
Propane
Toluene

Section 4.0

15.0
1.8
12.5
3.0
4.0
3.3
5.0
2.2
1.3

28.0
9.0
74.0
12.5
45.0
19.0
15.0
10.0
7.0

UEL

Flash
point
degrees
Celsius
Gas
Gas
Gas
Gas
Gas
+13
Gas
Gas
+4

Vapor
Density
Air = 1.0
0.58
2.0
0.97
1.0
1.19
1.59
0.55
1.5
3.14

Ignition
Temp.
degrees
Celsius
630
410
570
472
260
365
538
450
535

Page 20

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WELL TESTING AND FLUID HANDLING


A flammable gas is considered to be a gas that will burn when there is a concentration of
oxygen in the air. Flammable mixtures cannot be ignited and continue to maintain a flame,
unless the concentration of fuel is greater than the Lower Explosive Limit (LEL) and
lower than the Upper Explosive Limit (UEL).
A methane/air mixture must contain more than 5% methane by volume for the mixture to
burn. If the mixture contains more than 15% methane by volume, it is considered to be too
rich and will not burn. The concentration must be within the flammable range to maintain
a fire.
Oxygen:
The normal concentration of oxygen in ambient air is 20.9%. Abnormal circumstances can
cause this level to be increased or decreased. Oxygen deficiency refers to abnormally low
oxygen levels that can be serious and is often an undetected risk to human life. Reduction
of oxygen levels is usually caused by the consumption of oxygen by some chemical
reaction or combustion within a confined area or by displacement by other gases.
Oxygen enrichment refers to abnormally high concentrations of oxygen that can be
dangerous because of its tendency to increase the flammability and explosiveness of
materials and fuels. The leaking of compressed oxygen containers in confined areas
usually causes enrichment.
Flammable and Explosive Gases:
Explosions occur when a flammable mixture of gas comes into contact with a heat source
that exceeds the ignition temperature of the gas mixture. Not all concentrations of
flammable gases will explode. The Lower Explosive Limit (LEL) determines the minimum
concentration of the flammable gas in air that will burn. Concentrations below the LEL and
above the Upper Explosive Limit (UEL) will not burn. Unfortunately, gas/air mixtures are
seldom uniform so it is likely that if any amount of combustible gas is detected then at
some point in the system or container, the concentration may be explosive. Flammable
liquids normally have a low flash point. This refers to the temperature at which the liquid
releases vapors at a rate sufficient to form an explosive mixture with air. Liquids with flash
points below ambient temperature will immediately release dangerous concentrations of
gas. Liquid leaks can be as hazardous as gas leaks.
Vapor Density:
When monitoring for the presence of gases or vapors, it is important to understand vapor
density, which provides valuable clues as to where to locate gas sensors. Density is a
characteristic of materials and is similar to weight. For gases and vapors, air is considered
to be the standard reference and its density is set at 1.0. Gases and vapors lighter than air
have densities less than 1.0 while those heavier than air have densities greater than 1.0.
Assuming that air currents are negligible, it can be said that gases and vapors with
densities less than 1.0, such as methane, will tend to rise from the point of escape and
subsequently disperse into the atmosphere or accumulate in spaces under roof structures
of buildings.

Section 4.0

Page 21

2000/02

WELL TESTING AND FLUID HANDLING


Heavier-than-air gases such as propane and H2S tend to fall from the point of escape,
perhaps to floor level where some mixing with air occurs thus creating pockets of mixtures,
some explosive, others not. If there are sub-floor spaces such as drain channels, pipe and
cableways and storage pits, then these heavier than air gases tend to accumulate there. A
suitable source of ignition in such areas will surely result in explosion and fire.
Ignition Temperature:
Ignition temperature is the temperature that will cause a combustible mixture of gas vapor
to explode or burst into flame. Various fuels mixed in a variety of concentrations can be
explosive when ignited by the presence of a spark, flame or hot surface that exceeds the
ignition temperature. Variables such as concentrations, pressure and temperature all have
an affect on ignition temperature.
Location of Gas Sensors:
Location of the gas sensor is very important. In general, lighter than air gases requires the
sensor to be positioned near the ceiling and heavier than air gases require sensors
positioned at low levels or in pits or trenches. Some things to consider include:
-

Hydrogen sulphide mixed with methane in a process stream may follow the same
migration patterns as methane during a gas leak

Temperature, humidity, and air ventilation patterns

Mounting detectors close to the entrance of buildings, on the outside wall.

Gas Detectors Measuring Percent LEL:


Some gas detectors have two scales; the 100% scale measuring the % of a flammable gas
in a mixture, and the 4% scale for measuring the % of the LEL Assume that the meter has
been designed to measure hydrogen in a mixture. The LEL of hydrogen is 4%. If a reading
taken on the 100% scale indicates 10%, then the mixture is 10% hydrogen and within the
LEL of hydrogen. If a reading on the 4% range indicates 10%, then the mixture contains
10% of the hydrogen necessary to produce a flammable mixture. The mixture actually
contains 4% x 0.1 = 0.4% hydrogen by volume.
The equipment operator must understand the difference between measuring the %
LEL and the % of flammable gas. Always consult the manufacturers operating
instructions and procedures prior to interpreting the results.
Caution:

When testing gas for LEL remember that the H2S concentration is important
relative to the safety of the worker conducting the LEL test. The LEL of
hydrogen sulphide is 4% gas by volume, which equates to 40,000 parts per
million H2S. This exceeds the exposure limit for people working in H2S
environments; 10ppm for 8 hours. At 40,000 ppm H2S, a worker would be
immediately overcome while testing for LEL

Preparing the Meter:


Be sure to follow the directions supplied by the manufacturer of your gas detector. Testing
the atmospheres for the safety of workers requires that the gas detection equipment be in
perfect condition, properly calibrated and will be operated by competent people. Some
portable equipment is designed to test for a combination of oxygen levels, flammable levels
and hydrogen sulphide levels.

Section 4.0

Page 22

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WELL TESTING AND FLUID HANDLING

4.0.8.10 Monitoring for Explosive Mixtures


IRP

Monitoring for explosive mixtures with a suitable calibrated monitoring


device in the vicinity of potential ignition sources (e.g. pump) during
pumping/flow back operations is recommended. The monitoring
device must be calibrated to propane.
The operations must be
suspended or an alternate method of flowback initiated to eliminate an
explosion risk around potential ignition sources.

IRP

Wind direction devices should be strategically located around the


lease.

Note:

Monitoring for explosive mixtures with a suitable device is the only practical
method of determining safe operating conditions. Judging conditions based on
sight, smell, wind directions, etc., may be very deceiving in that explosive
mixture levels can change rapidly during a flow back situation. Portable
monitoring devices are available that give direct readout of combustible gas
explosive limits. A fixed sensor could be located in an enclosed rig pump
house.

4.0.8.11

Calibration of Explosive Mixture Monitors

IRP

Explosive mixture monitors should be calibrated regularly by the


Owners representative or other qualified individual prior to each
operation. Monitoring devices must be calibrated to propane. Defective
devices must be replaced or serviced prior to commencing a flow back
operation where monitoring for explosive mixture will be required.
The Owners representative should be aware of the limitations of the
monitor for the fluids expected.

Note:

As with any safety device, the degree of dependability of a gas detector is


directly proportional to the care it receives. All explosive mixture monitors
require routine maintenance on a regular basis, which includes cleaning the
device and its sampling system, checking voltage supply to the unit and
performing regular calibrations. Some of this servicing may require the
services of a qualified technician.

4.0.8.12

Hydrates: Awareness and Handling


Gas Hydrates are crystalline compounds formed, by the chemical
combination of natural gas and water, under pressure at temperatures
considerably above the freezing point of water. In the presence of free
water, hydrates will form when the temperature of the gas is below a
certain temperature, called the hydrate temperature. Hydrate
formation is often confused with condensation and the difference
between the two must be clearly understood. Condensation of water
from natural gas under pressure occurs when the temperature is at or
below the dew point at that pressure. Hence, the hydrate temperature
would be below and perhaps the same as, but never above the dew

Section 4.0

Page 23

2000/02

WELL TESTING AND FLUID HANDLING


point temperature. (Dew point is the state of a system characterized by
the coexistence of a vapor phase with an infinitesimal quantity of liquid
phase in equilibrium. Dew point pressure is the fluid pressure in a
system at its dew point.) While conducting tests, it becomes necessary
to define, and thereby avoid, conditions that promote the formation of
hydrates. This is essential to the proper field conduct of tests since
hydrates may choke the flow string, surface lines, and the well testing
equipment. Hydrate formation in the flow string would result in a lower
value for measured wellhead pressures. In a flowrate-measuring
device, hydrate formation would result in a lower flow rate. Excessive
hydrate formation may also completely block flowlines and surface
equipment.
In summary, conditions promoting hydrate formation are:
Primary conditions:
Gas must be at or below its water dew point with free water present
Low temperature
High pressure.
Secondary conditions:
High velocities
Pressure pulsations
Any type of agitation
Presence of H2S and C02
Iintroduction of a small hydrate crystal.
For the purpose of well testing it is convenient to divide hydrate
formation into two categories:
1.

Hydrate formation due to decrease in temperature, with no sudden


drop in pressure, such as in flow string or surface lines.

Hydrate formation where a sudden expansion occurs such as in


flow provers, orifices, backpressure regulators and chokes.

Ice buildup may occur on the inside of pipe when left idle, after
flowing, due to condensation residue left on the inside walls of piping
systems. This is not a hydrate although it could lead to the formation of
a hydrate by the introduction of a hydrate crystal to the flow stream.
IRP

Section 4.0

For the awareness and prevention of hydrates:


-

Programs supplied by the well owner should identify potential


hydrate problems by way of bottom hole temperatures, presence of
free water, H2S and CO2 content and downhole restrictions

Prejob safety meetings should reference the possibility of hydrates

Incorporate the primary and secondary conditions listed above

Provision for the injection of methanol should be planned prior to


flowing of the wel.

Consideration should be given to batching or injecting methanol


down the tubing and the annulus, if applicable, prior to flowing
Page 24

2000/02

WELL TESTING AND FLUID HANDLING


-

Methanol should be batched or injected into the wellhead flowline


before opening the well to flow and during any future shutdown
periods so as to prevent ice build up on the inside walls of piping
systems
Flowlines should be purged with a gas medium (propane/N2), where
available and when extended shut down periods are anticipated,
especially during cold weather operations

The introduction of surface heating facilities, such as line heaters,


will assist in the prevention of hydrates in surface equipment

Staging pressure drops will assist in the prevention of hydrates in


surface equipment.

IRP

Where hydrate formation or ice buildup is suspected in surface


flowlines, the lines must be proven to be clear by purging with
methanol or a warm gas or fluid before the lines are broken apart.

IRP

During the pressure testing procedure and start up, all non-essential
workers must vacate the surrounding area of the testing equipment,
flowlines and wellhead.

4.0.8.13

Pressure Rating Formula For Seamless Pipe - Appendix I

The standard is ANSI/ASME B31.3, "Chemical Plant & Petroleum Refinery Piping".
From Section 304.12 (3b) :
P=2SE t / D
Where:
P is a maximum allowable working pressure, in psi,
S is the basic allowable stress, in psi, for a given material, as defined in ANSI / ASME
B31.3 Table A-1,
Note:

for the common piping materials A 53 Gr. B, A106 Gr. B, A 333 Gr. 6, A 334 Gr.
6, and API 5L Gr. B, the allowable stress below 204 Celsius (400 Farenheit) is
20,000 psi

E is the basic quality factor for longitudinal welds, as defined in ANSI / ASME B31.3
Table A 1B,
Note:

for seamless pipe, forgings and fittings E = 1.00, and for electric resistance
welded pipe, E = 0.850

t is the minimum pipe wall thickness, in inches. t = ( tnominal x 0.875) - H, where:


tnominal is the nominal wall thickness, in inches, of the pipe as defined in ASME
B36.10M (see attached table for
common pipe sizes, thicknesses and
diameters).

Section 4.0

Page 25

2000/02

WELL TESTING AND FLUID HANDLING


0.875 - represents the manufacturers allowable under tolerance of 12.5% for
seamless pipe.
H - is thread depth. For NPT threads, H = 0.07531 "up to 50.8mm(2in) pipe , and
H = 0.10825 "above 50.8mm(2in) pipe.
D is the outside diameter, in inches ( see attached table for common pipe sizes,
thicknesses and diameters) ,
Note:

the above calculation does not include corrosion allowance. If a corrosion


allowance is required to be added:
t ( tnominal x 0.875) H c, where c is the required corrosion allowance, in
inches.

Section 4.0

Page 26

2000/02

WELL TESTING AND FLUID HANDLING

4.0.8.13.1

Tables - Pressure Rating Of Seamless Pipe


The attached tables DO NOT include a corrosion allowance. In well testing, sudden and violent erosion is
certain to destroy well test pipe before corrosion.

Pipe Size
Inches

Actual O.D.
Inches

Pipe
Schedule

Nominal
Wall
Inches

Nominal
I.D.
Inches

Welded
Carbon
Steel

NPT Threaded
Carbon Steel

1/2

.840

40 (STD)
80 (XH)
160
XXH

.109
.147
.187
.294

.622
.546
.466
.252

1000
2700
4550
9850

3/4

1.050

40 (STD)
80 (XH)
160
XXH

.113
.154
.219
.308

.824
.742
.612
.434

900
2350
4850
8400(5000*)

1.315

40 (STD)
80 (XH)
160
XXH

.133
.079
.250
.358

1.049
.957
.815
.599

1300
2600
4800
8250(5000*)

Welded
4130 HRC
18-22 Max.

*VALUES IN BRACKETS ARE LIMITED TO API 6A

Section 4.0

Page 27

2000/02

WELL TESTING AND FLUID HANDLING

Pipe Size
Inches

Actual O.D.
Inches

Pipe
Schedule

Nominal
Wall
Inches

Nominal
I.D.
Inches

Welded
Carbon
Steel

NPT Threaded
Carbon Steel

Welded
4130 HRC
18-22 Max.

1 1/2

1.900

40 (STD)
80 (XH)
160
XXH

.145
.200
.281
.400

1.610
1.500
1.338
1.100

2.375

40 (STD)
80 (XH)
160
XXH

.154
.218
.344
.436

2.067
1.939
1.689
1.530

2400
3450
5650
7400

1000
2500
4100
5750(5000*)

3400
4900
8000
10450

2 1/2

2.875

40 (STD)
80 (XH)
160
XXH
XXXH

.203
.276
.375
.552
.750

2.469
2.323
2.125
1.771
1.375

2600
3600
5000
7750
10900

1000
1950
3250(3000*)
5800(3000*)
8800(3000*)

3700
5100
7100
11000
15400

1100
2200
3850
6500(5000*)

*VALUES IN BRACKETS ARE LIMITED TO API 6A

Section 4.0

Page 28

2000/02

WELL TESTING AND FLUID HANDLING

Pipe Size
Inches

Actual O.D.
Inches

Pipe
Schedule

Nominal
Wall
Inches

Nominal
I.D.
Inches

Welded
Carbon
Steel

NPT Threaded
Carbon Steel

Welded
4130 HRC
18-22 Max.

3.500

40 (STD)
--80 (XH)
--160
XXH
-----

.216
.254
.300
.375
.438
.600
.750
1.000

3.068
2.992
2.900
2.750
2.624
2.300
2.000
1.500

2250
2800
3200
4050
4800
6850
8750
12000

950
1350
1850
2650
3350(3000*)
5300(3000*)
7100(3000*)
10250(3000*)

3200
3800
4500
5750
6800
9700
12400
17000

3 1/2

4.000

40 (STD)
80 (XH)
--XXH
-------

.226
.318
.500
.636
.750
1.000
1.250

3.548
3.364
3.000
2.728
2.500
2.000
1.500

2050
2950
4800
6250
7550
10400
13200

900
1750
3500(3000*)
4900(3000*)
6150(3000*)
8900(3000*)
11650(3000*)

2900
4200
6800
8850
10700
14700
18700

*VALUES IN BRACKETS ARE LIMITED TO API 6A

Section 4.0

Page 29

2000/02

WELL TESTING AND FLUID HANDLING

Pipe Size
Inches

Actual O.D.
Inches

Pipe
Schedule

Nominal
Wall
Inches

Nominal
I.D.
Inches

Welded
Carbon
Steel

NPT Threaded
Carbon Steel

Welded
4130 HRC
18-22 Max.

4.500

40 (STD)
----80 (XH)
--120
--160
XXH
---------

.237
.250
.312
.337
.364
.438
.500
.531
.674
.750
1.000
1.250
1.500

4.026
4.000
3.875
3.826
3.772
3.624
3.500
3.458
3.152
3.000
2.500
2.000
1.500

1900
2000
2550
2750
3000
3650
4200
4500
5850
6600
9100
11650
14100

900
1000
1500
1700
1950
2550
3100(3000*)
3400(3000*)
4700(3000*)
5400(3000*)
7850(3000*)
10300(3000*)
12700(3000*)

2700
2850
3600
3900
4250
5200
6000
6400
8300
9350
12900
16500
19950

4 1/2

5.000

40 (STD)
--80 (XH)
----XXH
---------

.247
.250
.355
.375
.500
.710
.750
1.000
1.250
1.500

4.506
4.500
4.290
4.250
4.000
3.580
3.500
3.000
2.500
2.000

1800
1800
2600
2750
3750
5500
5850
8100
10400
12650

900
900
1650
1800
2800
4450(3000*)
4800(3000*)
6700(3000*)
9200(3000*)
11400(3000*)

2550
2550
3700
3900
5350
7800
8300
11500
14700
17900

*VALUES IN BRACKETS ARE LIMITED TO API 6A

Section 4.0

Page 30

2000/02

WELL TESTING AND FLUID HANDLING

Pipe Size
Inches

Actual O.D.
Inches

Pipe
Schedule

Nominal
Wall
Inches

Nominal
I.D.
Inches

Welded
Carbon
Steel

NPT Threaded
Carbon Steel

Welded
4130 HRC
18-22 Max.

5.563

40 (STD)
80 (XH)
120
160
XXH
---

.258
.375
.500
.625
.750
1.000

5.047
4.813
4.563
4.313
4.063
3.563

1700
2500
3350
4250
5200
7200

850
1650
2500
3350(3000*)
4300(3000*)
6200(3000*)

2400
3500
4750
6050
7400
11900

6.625

--40 (STD)
----80 (XH)
--120
160
XXH
-------

.250
.280
.312
.375
.432
.500
.562
.718
.864
1.000
1.125
1.250

6.125
6.065
6.001
5.875
5.761
5.625
5.501
5.189
4.897
4.625
4.375
4.125

1350
1500
1700
2050
2400
2800
3150
4100
5000
5900
6800
7600

700
850
1000
1350
1700
2050
2450
3350(3000*)
4250(3000*)
5100(3000*)
5950(3000*)
6750(3000*)

1900
2150
2400
2900
3400
3950
4450
5800
7100
8350
9600
10800

*VALUES IN BRACKETS ARE LIMITED TO API 6A

Section 4.0

Page 31

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WELL TESTING AND FLUID HANDLING

4.0.8.14 Worker Safety


IRP

Before commencing any operation a pre-job safety meeting must be


held. Suggested topics are:
-

Scope of work

Procedures to be followed

Pertinent well and fluid characteristics

Responsibilities of each person involved in the operation

Emergency procedures, special hazards, and safe briefing areas.

Note:

Equipment should be routinely serviced and tested by certified workers as per


the manufacturer's specifications or regulatory requirements. The Owners
representative is responsible for conducting an on-sight pre-job safety
equipment inspection to ensure the safety equipment is operational.

IRP

All applicable federal and provincial regulations must be adhered to,


such as TDG, WHMIS and Occupational Health and Safety and WCB.

4.0.8.15

Minimum Workwear Requirements

IRP

A written protective clothing policy must be available on-site. The


following minimum workwear requirements must be followed:
-

A hardhat must be worn in the work area

Safety (steel toed) footwear must be worn in the work area

Safety goggles or safety prescription glasses must be worn where


the possibility of flying debris or hazardous chemicals exists

Hearing protection where over exposure to noise may occur

Gloves must be worn as required, e.g. specialty gloves for


chemicals, leather gloves for handling pipe, etc

Untorn, fitted clothing must be worn in the work area

Outer or covering apparel must be fire retardant where the


potential for fires exists. Natural fibers for innerwear is preferred
over synthetic fibers

All clothing that becomes contaminated with hazardous chemicals


or flammable fluids must be removed and replaced

Minimum safe standards for hard hats, footwear, eyewear and ear
protection should be determined by the Well Testing Company.
The following standards are appropriate:

Section 4.0

Hardhats: CSA Z94.1


Footwear: CSA Z195 Grade 1
Eyewear, Goggles: CSA Z94.3
Hearing Protection: CSA Z94.2

Page 32

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WELL TESTING AND FLUID HANDLING

4.0.8.16

Minimum General Safety Standards

IRP

The following minimum standards must be followed:


-

No smoking within 50 m of potentially flammable vapors

Facial hair must not impede the sealing of respiratory equipment

Intoxicating substances and intoxicated persons are not allowed on


location

Firearms on location are discouraged, except for flare ignition (if


required)

An adequate supply of potable water must be on location (for


drinking, and emergency washing)

Good housekeeping practice is required for all of the location

The requirements of Workplace Hazardous Material Information


System and Transportation of Dangerous Goods must be followed

A form of wind direction indicators must be present on location, e.g.


windsocks, flagging tape, etc.

A field phone must be present on location

A list of emergency contacts must be conspicuously posted on


location

A means of transport for injured persons must be on location

An unobstructed exit path must be available

The Safety Standby Method must be employed for all hazardous


work.

H2S detection apparatus must be on location

H2S determinations must be performed while wearing breathing


apparatus. A minimum of two (2) positive pressure type apparatus
must be at location and maintained in accordance with the
manufacturer's specifications

On Sour wellsites where the H2S concentration is greater than 100


ppm, the Owner must provide supplied air breathing apparatus
(SABAs) in addition to self-contained breathing apparatus (SCBA).
See Common Terms Section 4.0.8.1 for additional information

When a significant volume of wellhead gas is produced, either to


an orifice device, or through a separator, notification should be
given to the local provincial authority. See Section 4.0.8.19

A First Aid Kit as specified by the provincial OH&S authority must be


on location

Fire Extinguishers must be charged and on location.

Section 4.0

Cold separator or pressure tank rig-up: Minimum 2 Class

ABC, 9 kg

Heated Unit and flare stack or line heater, pressure tank and

flare stack: Minimum 3 Class ABC, 9 kg

Heated unit or line heater/pressure tank combination


withsecond stage separation or more than one item of auxiliary
flow equipment: Minimum 4 Class ABC, 9kg

Wellsite illumination must be sufficient to safely perform the job


Page 33

2000/02

WELL TESTING AND FLUID HANDLING


-

Safety Stairs (or equivalent devices that would allow a rescue at the
top of a tank other than by ladder access) are required whenever
breathing apparatus is required at the top of a tank

In Alberta, an ESD valve must be installed on wells with more than


1379 kPa pressure and an H2S content greater than 1%. Additional
considerations for use of an ESD valve are wells that

Have harmful or toxic substances

Have severe abrasives (i.e. frac sand)

Have high operating pressure

Have other unusual hazards.

Note:

These points are by no means all of the General Safety Standards that should
be followed. The points are listed as having special relevance to well testing.
Provided that it does not contradict the Well Owners policy, well testing
companies may use a fixed period to certify newer employees while on the
job, provided that such persons are adequately protected by other certified
workers on location.

Note:

These points are minimum standards and contractors should determine


whether the Well Owner has additional standards.

4.0.8.17 Pre-job Safety Meeting


IRP

A pre-job safety meeting must be held involving all workers who will be
on location during operations. The meeting should be recorded and
the agenda should include the following:
-

Responsibilities and work programs

Safety procedures, general and specific to the job

Safety equipment location and operation. Drills are appropriate

Emergency contacts.

Note:

Holding the safety meeting prior to purging could be appropriate depending on


workers present and the time between purging and well opening. The
contractors daily shift change is considered, in part, a safety meeting. The
agenda should include a complete de-briefing of the previous shift and the
noting of any new hazards. It is appropriate to hold interim safety meetings at
any time when conditions have changed from initial expectations. The flare
permit, if applicable, must be reviewed and conspicuously posted.

4.0.8.18

Opening a Closed Tank System for Inspection after Flowing or after


Purging with a Flammable or Inert Medium
It is recognized that it is not always practical to have an inert purge medium for
all operations. Flammable purge mediums, such as propane, are successfully
used throughout the industry as long as workers follow special precautions and
procedures. An inert medium also presents its own hazard; lack of oxygen
and non-breathable. The following is meant to assist the worker in assessing
the hazards.

Section 4.0

Page 34

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WELL TESTING AND FLUID HANDLING


IRP

Closed tanks must be depressured and not be on vacuum before


opening the system. If available on site, purge the system with inert
gas. Evacuate as much fluid (and solid) as possible before opening the
system.
Prior to opening the closed tank system to check its contents, a hazard
assessment must be conducted by the systems owner representative on
shift. The assessment must be documented and signed by both the
systems owner representative and, if present, the well owner
representative.
The individual who conducts the hazard assessment must have
Confined Space training. (A grace period to August 1, 2000 is in place to
allow companies time to provide Confined Space training to their
personnel.)
-

Eliminate all potential ignition sources

Remove all non-essential people from the immediate area

Ensure individuals involved in opening the closed system have


proper personal protective equipment such as fire retardant
coveralls and breathing apparatus

Where workers are preparing to enter a closed system, confined


space legislation must be followed.

References/Links for Confined Space Legislation


Alberta General Safety Regulations Sec15, Sec 177, Sec 178, Sec 188
British Columbia Workers Compensation Board OH & S Regulations 296/97
Section 9.2
Consideration should be given to the use of purge mediums such as N2, CO2,
steam, engine exhaust and water flood. The use of combination flush/vacuum
pump trucks will help to clean out the system as much as possible prior to
opening for inspection.
4.0.8.19

Gas Flares

IRP

Notification should be given to the local provincial regulatory authority


prior to a flowback or production test where gas is planned to be
vented, not flared.

Note:

In British Columbia, Drilling and Production Regulation s. 58 (3): the operator of


a well or production facility must not, without the approval of the commission,
permit discharge to the atmosphere of any gas produced, including stock tank
vapors unless burned in accordance to subsection (4). This subsection goes
on to discuss the design of a flare line and associated flare stack.
In Alberta, the AEUB does not have a regulation requiring owners to report the
venting of gas to atmosphere. They do however, prefer to be informed when
volumes in excess of 500 m3 per day are being vented to atmosphere.

Section 4.0

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WELL TESTING AND FLUID HANDLING


Gas flares must be designed with the following considerations:
-

H2S / SO2 hazards. Owners are required to define flare stack


diameters and height to prevent H2S emissions and reduce SO2
fallout, within regulatory requirements. Flare Permits are required
for Critical Sour Wells, and when H2S content exceeds 50 mole /
kilomole ( 5% ). From 10 to 50 moles / kilomole (1 - 5%), a minimum
flare stack height of 12 m is required

Nearby combustible material. Flare stacks should be designed to


prevent combustion of vegetation

Flarestacks must be adequately anchored.

4.0.8.20

Venting Gas to Atmosphere

Note:

Venting of gas vapors while flowing, circulating, or pumping to open tank


systems is covered in Section 4.3 Other Flowbacks.

IRP

Notification should be given to the provincial local authority prior to


venting gas to atmosphere. See Section 4.0.8.19

IRP

Sour gas (>10ppm) must not be vented to atmosphere where it will


compromise the safety of workers or the general public. If these two
conditions cannot be met, all sour gas must be piped to a system where
the sour gas is burned or flowed to a pipeline.

IRP

All gas must be vented in an upward motion directly from the wellhead
or through a riser. In all cases, vented gas must be directed upward and
away from any workers in the area or workers who may enter the area.

IRP

Where gas vapors are vented to atmosphere while flowing, signage


indicating gas vapors are venting to atmosphere must be positioned
to impede entrance to the wellsite by all vehicles.

4.0.8.21

Flare Pits

IRP

Flare pits may only be used in an emergency.

4.0.8.22

H2S Scrubbers

IRP

Where ammonia type scrubbers are used, the scrubber must be sized
such that the concentrations and volume of H2S vapor present are
adequately handled. The frequency of ammonia change-out is
dependent on the H2S concentration and gas volume flowing through
the scrubbing system. Fluid pH and liquid level must be maintained at
all times. It is recommended that ammonia be changed out if the pH
drops below 10.5.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.8.23

Produced Fluids

4.0.8.23.1

General Fluids

IRP

Where fluid is produced, steps must be taken to ensure the safety of site
workers from vapors allowed to escape to atmosphere from the fluid.

4.0.8.23.2

Fluid Properties and Characteristics

IRP

The properties of any produced fluids or solids should be evaluated to:


Identify any potential hazards
Select appropriate fluid handling procedures
Establish criteria for shutdown when using an open tank system
Establish disposal methods
and for
Toxic effects
Radioactive material
environmental impact of escaped fluids
Corrosive effects
Possible degradation of elastomers
NORM (Naturally Occurring Radioactive Material).

4.0.8.23.3

Oils

IRP

The properties of the produced oils should be evaluated for the


following hazards:
Flammability; ignition of oil and oil vapors
Solid deposition problems (e.g. paraffins).

Note:

There is a general relationship between flammability and the C1-C7 content of


a hydrocarbon fluid. Flammability increases with C1-C7. Also Reid vapor
pressure increases with increasing C1-C7 content.

4.0.8.23.4

Gas

IRP

The properties of the produced gases should be evaluated for the


following hazards:
Ignition of contained and escaped vapors
Solid deposition problems (e.g. sulphur)
Hydrate potential.

4.0.8.23.5

Water

IRP

The properties of the produced water should be evaluated for possible


gas entrainment and ignition potential.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.8.23.6

Kill Fluids, Frac Fluids, Acids and Solvents

IRP

The properties of such fluids should be evaluated for the following


hazards:
erosive potential (e.g. frac sand)
radioactive tracer in sand
special toxic effects
flammability, including ability to be retarded
special reactive effects
possible degradation of elastomeric materials.

Note:

Material Safety Data Sheet and Transportation of Dangerous Goods information


may provide valuable information to assess any toxicological or flammability
hazards related to the produced fluids. Properties that should be considered
include explosive limits, flash point, Reid Vapor Pressure (RVP), chemical
composition and toxicity information.

4.0.8.24

Tanks

4.0.8.24.1

Rig Tanks

IRP

Where gas vapours are vented to atmosphere from an open tank


system, the tank must be a minimum of 50 meters from the wellhead.

IRP

Where a degasser is used to separate gases and liquids, it should be


located in a separate compartment of the rig tank. The degasser should
be configured such that a sufficient head of fluid in the tank is
maintained for efficient gas separation.

IRP

Flowback operations must be discontinued if liquid carry over from the


degasser vent line occurs, and an appropriately sized separator or
pressurized tank must be employed.

Note:

IRP 1.3 Mud Gas Separators, provides an overview of degasser design factors
including vent line sizing.

Note:

In British Columbia, WCB Regulations requires an external gauge system on


tanks where sour fluids are produced and no person is to be on a tank while
open to a well.

4.0.8.24.2

Atmospheric Tanks (64m3 style)

IRP

Atmospheric tanks are predominantly used for storage of fluids and are
not considered capable of containing pressure. Most atmospheric tanks
are designed with 7 kPa (16oz) hatches and the roof is typically
designed to shear at 14 kPa (2 psi).

Section 4.0

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WELL TESTING AND FLUID HANDLING


IRP

When producing sour fluids, atmospheric tanks must be equipped with


a suitable vapour gathering, flaring or scrubbing system to ensure that
H2S vapours are not released to atmosphere. The system may also
include a pressurized tank.

4.0.8.24.3

Certified Pressurized Flowback Tanks

IRP

Pressurized tanks used for flow back or storage of fluids produced from
a sour well must be manufactured under a quality program to ensure
conformance with design specifications utilizing materials meeting the
requirements of NACE MR 01-75 LATEST EDITION.

4.0.8.24.4

Non-certified Pressurized Storage Tanks

IRP

If using a non-certified tank or vessel for primary separation and


storage of fluids while swabbing, flowing to establish a rate, circulating,
pumping or bleeding off rather than using a certified tank or vessel, the
non-certified tank or vessel must be constructed under a quality control
program. Construction, design and material specification data must be
available when requested by the well owner. Government departments
may also request this data.

4.0.8.24.5

Other Tanks

IRP

Owners must have regard for the volume of the various fluids to be
utilized and where possible, provide sufficient tank storage to provide
for a suitable retention time or provide for other measures such as
heating or agitation to allow for separation of entrained gas, prior to
transportation.

IRP

Pressurized tanks or a closed system should be used for flowbacks,


storing, producing, pumping, swabbing or killing wells with high vapour
pressure hydrocarbons (see Section 4.0.7.14).

IRP

When flowtesting from a sour well (>10ppm) during servicing, drilling or


testing operations, a closed system must be used to prevent the escape
of sour gas to the atmosphere. Flowback duration, proximity to and
notification of area residents must be considered. H2S scrubbers must
be operated within the manufacturers operating parameters and
ammonia monitored and changed accordingly.

Note:

Hydrometers are readily available to determine the density of hydrocarbons to


be pumped as well as fluids subsequently returned during the flowback.
In Alberta, AEUB inspection policies regarding the handling of sour effluents
are included in AEUB Guide G-37 Service Rig Inspection Manual.
Section 2.5 Fluids and Circulating Systems in ARP 2.0, Completing and
Servicing Critical Sour Wells, contains additional information regarding
necessary fluid handling equipment for critical sour wells. Section 2.10 Quality
Programs for Pressure Containing Equipment includes basic information
regarding quality programs.

Section 4.0

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WELL TESTING AND FLUID HANDLING


NACE MR 01-75 LATEST EDITION, Sulphide Stress Cracking Resistant
Metallic Materials for Oilfield Equipment has a 350 kPa pressure limit below
which the requirements do not apply.
A 1987 CPA Tank Vapour Flaring Committee report provides information
regarding the design and selection of a suitable vapour recovery system.
4.0.8.25

Location of Tanks

IRP

Rig and/or other tanks should not be placed in proximity to the lease
road exit.

Note:

If it is necessary to locate tanks next to the lease road exit, for example on
small leases or remote locations, to comply with other spacing requirements,
ensure adequate transportation for workers is available in the event of an
emergency. This transportation should be off the lease when no other means of
egress are available.

4.0.8.25.1

Location of Rig Tanks

IRP

Where gas vapours are anticipated, the rig tank(s) must be 50 meters
from the wellhead and any open flame.

4.0.8.25.2

Location of Atmospheric Tanks (64m 3 style)

IRP

Where gas vapours are anticipated, or the tank is rigged with a


venting/scrubbing system, atmospheric tank(s) must be 50 meters from
the wellhead and any open flame.

4.0.8.25.3

Location of Certified Pressurized Flowback Tanks

IRP

It is recommended to place certified pressurized flowback tanks 25


meters from the wellhead even though there is no regulated distance
requirement. Where the tank is preceded by a flame arrested line
heater, the line heater and tank must be a minimum of 25 meters from
the wellhead.

4.0.8.25.4

Location of Non-certified Pressurized Storage Tanks

IRP

Non-certified pressurized tanks must be 50 meters from the wellhead.


The tank must be designed for its intended use. If the tank is to be used
as the primary vessel, the tank must have been constucted under a
quality control program. Construction, design and material specification
data must be available when requested by the well owner. Government
departments may also request this data.

Section 4.0

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WELL TESTING AND FLUID HANDLING

4.0.8.26

Air Entrainment and Purging

4.0.8.26.1

General

IRP

Owners and Service Contractors must understand and attempt to


eliminate an explosive hazard due to air entrainment in pipes, vessels
and tanks.

Note:

Air entrainment explosions occur upstream of the flowline choke and


downstream of the flowline choke (usually in storage tanks). The fuel source is
the well product, or it can be the purge medium if propane or natural gas is
used to purge. Ignition sources are not always identifiable, but possibilities
include:
-

flashbacks from flares

static electricity

friction heat (from valve operation or high velocity debris)

localized "hot spots" in partially open (unbalanced) valves

spontaneous combustion at critical pressures and temperatures

spontaneous combustion of compounds such as sulfides

electrical currents from lightning and power sources (including


cathodic protection).

Air sources upstream of the choke include:


-

air from dry run tubing (e.g. for underbalanced perforating.

coiled tubing unit operations using air

swabbing, when the well goes on vacuum

reaction productions (e.g. hydrogen peroxide washes).

Air sources downstream of the choke include:

4.0.8.26.2
IRP

initial air, as the equipment arrived

air re-introduced from the wellhead side

air pulled into production tanks through open or leaking hatches when a
vacuum condition exists. The vacuum can be caused by fluid withdrawal,
and by excessive venturi action at flare stacks when tanks are vented to
flare.

Prevention of Air Entrainment in Storage Tanks


Air entrainment during the testing operation must be continuously
monitored so that storage tanks and associated equipment vented to
flare do not become air contaminated. The Logic Chart in Section 4.2,
beginning at "Start Test/Production" must be understood and followed.
System elements suspected to have become contaminated with air must
be repurged.

Section 4.0

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WELL TESTING AND FLUID HANDLING


Note:

The Logic Chart does not address tank vacuum created by excessive liquid
withdrawal. That should be prevented by a combination of increasing the
blanket gas (or other make-up source), and reducing the withdrawal rate.

4.0.8.26.3

Purging the Well String and Wellhead

IRP

Dry tubing should be displaced by N2 or CO2 or alternatively the


procedures of Section 4.0.8.27 should be employed. When dry tubing
with air is opened to the formation, a fluid cushion should be run in the
string. If the well has enough energy, the cushion can be brought back
to a tank. The returning cushion purges the tubing string. Wellhead
pressure should not be allowed to build up prior to the cushion return.

Note:

It is recognized that it is not always practical to displace tubing air prior to


operations such as underbalanced perforating or drill stem testing. Owners
and Well Testing Companies must assess the planned procedure when air
exists in the well string.

4.0.8.26.4

Purge Mediums for Purging Surface Equipment

IRP

Purging should be performed by a purge medium vapor displacing air.


Non-flammable vapors are preferred.
Propane or sweet gas is
acceptable with extra precautions, recognizing that the purge medium
will create explosive mixtures before air purging is complete.

4.0.8.26.5

Pre-Purging Procedures and Checks

IRP

The following pre-purging procedures and checks are required:

IRP

Section 4.0

Production tanks should be clean

Production tanks must have hatch seals and pre-set pressure thief
hatches

All system elements must be electrically bonded to each other, with


the wellhead or ground rods as "ground" (or "common").

Where production tanks are vented to flare, the configuration must be:
-

The vent line to flare is a minimum 76.2 mm (3)

A manual block valve is placed in the vent line

A pressure measurement tap and low pressure measurement device


(e.g.: U tube manometer) exists between the tank top(s) and block
valve

A flame arrestor exists between the block valve and the flare stack
(minimum Underwriters Laboratories approved)

A regulated or manually valved tank top(s) blanket line exists

The purge medium should be manifolded to a control purging/


measurement point, e.g. the test separator

All pilots on flare stacks or other open flames within 50 meters of


the equipment to be purged must be extinguished.

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WELL TESTING AND FLUID HANDLING


Note:

Regulations in British Columbia do allow the wellhead as a grounding


mechanism. Refer to Production and Drilling Regulation s. 66, Grounding and
Bonding.

Note:

If a gas boot precedes the production tank(s), it must be vented to flare. The
vent line should be minimum of 76.2 mm (3.0). A block valve at the gas exit is
required for the purging process, but, if the gas boot does not have a pressure
relief device, this valve must be locked open or removed during flow. Owners
and Well Testing Companies must recognize that flame arrestors do not
guarantee the prevention of flash-backs, and therefore the elimination of initial
air and subsequent air entrainment is required. A gas boot is meant to strip
solution gas at very low pressures. A flame arrestor should be considered in
the gas boot line if a positive liquid seal cannot be maintained.

4.0.8.26.6

Purge Vapor Measurement

IRP

The purge vapor should be measured.

Note:

Liquid-volume-to-vapor or mass-to-vapor conversions are allowed if the liquidvolume or mass vaporized is measured accurately, and if it is ensured that all
of the liquid is vaporized. Numerous measurement devices are available.

4.0.8.26.7

Purge Amounts

IRP

The volume to be purged must be calculated prior to purging. For


purge mediums heavier than air, purging should be a minimum of 1.5
times calculated volume, and purging should be from the bottom up.
For purge mediums lighter than air, purging should be a minimum of
2.5 times calculated volume, and purging should be from the top down.

Note:

Top down purging is impractical in some situations. If bottom up purging is


employed with purge mediums lighter than air, a minimum of 5 times
calculated volume should be displaced. Small lines and vessels may be purged
for a number of minutes instead of rigorous calculations if it is certain that the
time chosen would exceed the overpurge guidelines.

4.0.8.26.8

Purging With Wellhead Gas (Sweet or Low Concentration of H2S)

IRP

The well should be flowed slowly to the separator unit, then to the
flareline, then to downstream vessels/tanks. Downstream vessels/ tanks
must be isolated and purged one at a time.

Note:

Production tanks that will not be vented to flare do not required purging.

4.0.8.26.9

Purging Sequence

IRP

Purging should be in a downstream sequence, flowline (and heater, if


present) then separator, then flareline then to downstream vessels/
tanks. Downstream vessels/tanks must be isolated and purged one at a
time.

Section 4.0

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WELL TESTING AND FLUID HANDLING


Note:

The flowline would be purged from the wellhead to the separator unit, if the
vapor was introduced at the wellhead. It is also acceptable to use the
separator as a point of origin for the purge vapor. In that case, the flowline
would be purged back to the wellhead (with the line disconnected at the
wellhead).

4.0.8.26.10 Ending The Purge


IRP

Where practical, oxygen meters are recommended for large


vessel/tanks, regardless of the calculated overpurge. The sensing
should be performed at points other than the purge exit of the
component (in case of air bypassing instead of displacement). Oxygen
content must be such that the gas mixture is below its lower explosive
limit.

4.0.8.26.11 Intermediate Purging


IRP

Vessels/tanks should be re-purged whenever air is accidentally or


operationally introduced during the test.

4.0.8.27

Opening A Well With Air In The Flowstring

IRP

It is recognized that, sometimes, wells are required to be opened when


there is air behind the wing valve.
Owners and Well Testing
Companies should consider some or all of the following procedures:

Section 4.0

All non-essential workers should be removed from the test area


Manifolding should exist so that all vessels/tanks can be bypassed

It is not necessary to purge an open tank system where gas is


vented to atmosphere

It is important that the tubing be flow-purged of explosive mixtures


as soon as possible after operations such as tubing conveyed
perforating. The well should not be shut-in for buildup until the
purge is completed because pressuring up the volatile mixture
increases the danger of an in-line explosion

On sour wells, the well can initially be flowed through a by-pass


directly to flare until the air is displaced from the tubing and the
flare is burning steadily. This will contain possible fires in openended pipe. The well can then be shut-in or directed to pre-purged
vessels prior to liquids arriving at surface. An operator could also
obtain permission from the local authority for short term flow to an
unlit flare to displace air from the tubing. The flow should be
sampled with an 02 or gas detector to verify the mixture is out of the
explosive limits

The wing or master valve can be balanced by downstream pressure


(N2, CO2 or H2O) prior to opening, to reduce friction and initial inrush

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WELL TESTING AND FLUID HANDLING


-

Where a well could go on vacuum during swabbing, a check valve


must be inserted in the flowline system. A manual valve should also
be in the system. The saver-sub should be tightened. A regulated
purge vapor to follow the swab cups back down the hole should be
considered

All suspect lines/vessels/tanks must be repurged when the wellstring


air is eliminated.

Note:

Section 4.0

Owners should notify nearby residents before commencing operations


respecting the potential for short-term odors that may occur during start up.

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WELL TESTING AND FLUID HANDLING

4.1

DRILL STEM TESTING

4.1.1

Scope
Normal drilling procedures control formation pressures and fluids through the
use of a hydrostatic head. Drill stem testing brings these formation pressures
and fluids to the surface, thereby presenting a unique set of conditions since
pressure control is then maintained by mechanical systems. Safe work
guidelines, such as those set out in this IRP, minimize the probability of either
the mechanical or human systems failing during a test, as well as establishing
minimum health and operating standards. This IRP is intended to supplement
existing standards and regulations rather than replace them, and is directed
mostly towards drill stem tests that are to be run on onshore wells.

4.1.2

Planning A Drill Stem Test

4.1.2.1

Drill Stem Test Plan

IRP

Owners shall provide a plan for all drill stem tests. This plan shall
include at least: the zones to be tested, the depths of tests, the method
of testing, the type of equipment to be used, the duration of the test,
and a reference to an emergency response plan, where applicable.
The emergency response plan shall be discussed with all employers
and workers involved with the drill stem test.

4.1.2.2

Lithological and Reservoir Information

IRP

Operators shall provide lithological and reservoir information on the


zones to be tested. This shall include potential H2S zones, possible well
problems, anticipated recovery, anticipated flow rates, H2S rates, and
anticipated pressures. This information shall be discussed with all
employers and workers involved with the drill stem test.

4.1.2.3

Qualifications

IRP

Workers conducting drill stem testing operations shall have the


minimum qualifications detailed in Table 4.1

Section 4.1

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WELL TESTING AND FLUID HANDLING

TABLE 4.1
PITS
BOP
SECOND
LINE

THE WORKER

PITS
BOP
FIRST
LINE

H2S
COURSE
(*1)

FIRST
AID
(*2)

WHMIS
(*3)

TDG
(*4)

EXPERIENCE
IN
OVERALL
OPERATIONS

OWNERS REP.

RIG MANAGER

DRILLER

TESTER

SAFETY
SUPERVISOR

1*
2*
3*
4*

**X

**X

**X

A course with an exam or certificate. (See IRP 4.1.5.3)


Any two of the crew, on any shift, must have first aid qualifications.
WHMIS: Workplace Hazardous Materials Information System.
TDG: Transportation of Dangerous Goods.

** The lead Driller, Tester and Safety Supervisor should have a good understanding of the
overall operation.

4.1.3

On-Site Pre-Test Guidelines

4.1.3.1

Pre-test Safety Meeting

IRP

The worksite Owner or designated representative shall hold a pre-test


safety meeting with all workers on the site that may be involved with the
drill stem test. This meeting shall review the testing plan, testing
procedures, test prognosis, operation of surface equipment, and assign
specific worker responsibilities. The pre-test safety meeting shall be
recorded, along with a record of those who attended the meeting. The
pre-test safety meeting will include a discussion of the emergency
response
plan
where
applicable,
including
any
revisions
orrecommendations to accommodate the specific well environment.

4.1.3.2

Pre-Test Inspection

IRP

The worksite Owner or designated representative shall visually inspect


all equipment and facilities that may be used during the drill stem test
including:

Section 4.1

The drilling floor and hoisting equipment

Safety equipment

Surface equipment and lines

Drill stem test tools including test head and floor manifold

Drill pipe, drill collars, drilling fluid and additives

Blow-out prevention equipment

Fluid containment or storage equipment.

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WELL TESTING AND FLUID HANDLING


The inspection shall ensure proper distances are used in placing the
equipment on the worksite.
IRP

Swivel joints and flow lines upstream of the choke manifold shall be
subjected, prior to the drill stem test, to a pressure test. The lines shall
be visually inspected for leaks at both low pressures and high
pressures. The high pressure test shall be to the maximum anticipated
surface pressure. Lines downstream of the manifold should be secured
to restrict them from movement.
Reference: Safety Checklist - see Appendix 1

4.1.3.3

Pre-test Training

IRP

The worksite Owner or designated representative shall ensure that all


workers involved with a drill stem test are properly trained in the
operation of drill stem testing equipment, safety equipment, and
personal safety equipment.

4.1.4

Drill Stem Testing Guidelines

4.1.4.1

DST Tool Retrieval During Daylight

IRP

Liquids recovered during Drill Stem Tests should be reverse circulated


from the drill pipe. Prior to reversing out, drill pipe may be pulled from
the hole until fluids are encountered at surface. Test plugs should be
utilized if liquid recovery is expected. When using test plugs, they
should be used from the very first stand pulled, then continuously
throughout trip. If reverse circulation is not possible, the trip may be
continued using test plugs and mud can with extreme caution.

IRP

When testing sour wells a certified pressurized tank and flare stack
should be used to ensure efficient separation and burn of all gases. A
flare permit from the local authority may be required.

Cautions:
A pump-out-sub or downhole circulating device should be run in the test string
to reverse.
Reverse circulation requires proper disposal of the contents of the drill string.
Pump to a tank truck or a vacuum truck.
Ensure that all lines are secured so as to restrict their movement, engines are
off, and the receiving vessel is properly grounded and vented.
Refer to IRP 4.1.6.2 if the recovery is sour.
See IRP 4.2 Well Testing and IRP 4.3 Other Flowbacks for other
information.

Section 4.1

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WELL TESTING AND FLUID HANDLING


Extra care must be taken once the pump-out-sub has reached the rig floor
since hydrocarbons may be present below the pump-out-sub.
Reverse circulation may not always be possible if a pump-out-sub fails to
operate, or the owner chooses not to reverse circulate liquid recoveries in order
to obtain better quality formation fluid samples.
Owners may choose to reverse circulate prior to encountering fluids depending
on the fluid recovery expected. The use of telemetry for surface readout will
indicate potential fluid recovery. Monitoring the flare through final shut-in may
also show indications of fluid in the drill pipe.
4.1.4.2

DST Tool Retrieval During Darkness

IRP

Drill stem tests may be conducted during darkness until liquid recovery
is encountered, if IRP 4.1.6 is followed and there is adequate lighting.
At this point the recovery must be reverse circulated. If reverse
circulation is not possible, pulling drill pipe shall not be continued until
daylight.

Note:

Extra care must be taken once the pump-out-sub has reached the rig floor
since hydrocarbons may be present below the pump-out sub.

4.1.4.3

Annulus Fluid Level

IRP

The fluid level in the annulus shall be monitored at all times. Should
the packer seat fail and the level of fluid in the annulus drop, a method
for filling the hole shall be in place at all times.

Note:

A drop in the fluid level would reduce hydrostatic pressure and could allow
zones above the packers to kick. Such a loss could be caused by a packer
seat failure or fluid loss to an upper formation.

4.1.4.4

Workers On Rig Floor

IRP

All workers shall be fully aware of their responsibilities during the test
including what to do in an emergency.

IRP

Clear all non-essential workers from the rig floor during the drill stem
test.

4.1.4.5

Test Line

IRP

A separate drill stem test line shall be rigged up to the floor manifold
and run to the flare pit or other area to dispose of or to store the fluid.
The flare line must be adequately secured and the igniter lit prior to the
start of the test, if applicable. Do not use the BOP blowdown line as the
test line. When testing sour wells a certified pressurized tank and flare
stack should be used to ensure efficient separation and burn of all
gases.

Section 4.1

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WELL TESTING AND FLUID HANDLING


Note:

If a hydrate or sulphur plug is suspected in the drill pipe, be very cautious


before disconnecting any of the pipe. Plugging can be monitored best by the
use of telemetry, surface readout system. Monitoring the flare through the final
shut-in may also aid in identifying plugging.

4.1.4.6

Floor Manifold

IRP

The line of flow shall be directed through a floor manifold to allow for
control and measurement of flow. The manifold shall have a pressure
rating which exceeds that of the maximum anticipated surface pressure
to be encountered. A floor manifold may also be referred to as a
choke manifold on the rig floor. The floor manifold must be secured so
as to restrict it from movement in the event of a break in the piping
system.

4.1.4.7

Swivel Joints and Flexible Pipe

IRP

All swivel joints and flexible pipe shall be secured with a safety cable.
The integrity of flexible piping should be ensured through pressure
testing.

4.1.4.8

Fire Prevention

IRP

Non-essential electrical systems, motors and engines within 25 m of the


wellhead shall be shut down. Any
essential
diesel
motor
within 25 m of the wellbore should be equipped with an exhaust
extension and emergency shut-off system. The rig floor and sub area
shall be well ventilated. This may include opening "man-doors" in prefabs during winter operations.

4.1.4.9

Pipe Tally

IRP

A pipe tally shall be taken while pulling out of the hole for the drill stem
test and a tally shall be taken while running the test to depth. This tally
shall be reviewed and checked by the wellsite owner before starting
the test.

4.1.4.10

Flow Checks

IRP

After completion of the drill stem test, flow checks should be done prior
to starting the test string out of the hole and should be done at
appropriate intervals while pulling out of the hole. A flowcheck is when
the pulling of pipe is stopped and a waiting period is used to see if
there is any inflow into the annulus. Ensure the test string is pulled
slowly to avoid a swabbing effect. Follow rigorous hole filling
procedures. Appropriate intervals for flow checks are:

Section 4.1

After pulling the first 3-5 stands

When half way out of the hole

When the test tools are at the casing shoe

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WELL TESTING AND FLUID HANDLING


-

At any warning sign


When the drill collars are reached
When totally out of the hole.

Flow checks should be 10-15 minutes in length, with flow temporarily


diverted to the trip tank.
4.1.5

Sour Drill Stem Test Guidelines

4.1.5.1

Safety Guidelines

IRP

The safety of the worker and equipment takes precedence over any test
information to be collected. Prior to starting a sour drill stem test, it is
essential that all workers on the lease understand the dangers of H2S.
They should be fully informed of and trained in appropriate safety
procedures, including the use of safety equipment and breathing
apparatus.

IRP

A safety company representative must be on-site during the testing of


any well that has the potential of producing sour gas.

Caution:

Hydrogen sulphide gas is colourless, heavier than air, and is extremely toxic.
It is explosive when mixed with air in the range of 4.0% to 45%, and it is
soluble in fluids. The principal danger to the worker is poisoning by inhalation.
Tubulars and metals in an H2S environment can be very susceptible to
hydrogen embrittlement and sulphide stress cracking.

4.1.5.2

Sour Drill Stem Testing Equipment

IRP

A drill stem test that may encounter H2S shall have sour service surface
equipment meeting the requirements of NACE MR 01-75 latest edition,
"Sulphide Stress Cracking Resistant Metallic Materials for Oilfield
Equipment". A certified pressurized tank and flare stack for efficient
separation and handling of sour gas or fluids must be used.

Note:

Hydrogen embrittlement and sulphide stress cracking are influenced by a


complex interaction of parameters, including:
-

Metal chemical composition, strength, heat treatment and microstructure

Type and pH of the drilling fluid

H2S concentration and total pressure

Total tensile stress

Temperature of the interval being tested

Length of time tools are exposed to H2S

Other factors.

The decision on which surface equipment, downhole equipment and testing


tubulars to run for a sour drill stem test should include an evaluation of the
above parameters to best combat the corrosive effects of hydrogen sulphide.
The selection of tubulars is especially critical, and consideration should be

Section 4.1

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WELL TESTING AND FLUID HANDLING


given to using sour service tubing instead of drill pipe. Numerous charts and
graphs are available to demonstrate, both theoretically and empirically,
conditions where drill pipe may potentially be used safely for sour drill stem
testing. An in-depth examination of using drill pipe in a sour gas environment
can be found in Section 1.2 of IRP Volume No. 1 - Drilling.
4.1.5.3

Corrosion Inhibition While Sour Drill Stem Testing

IRP

Inhibit water based drilling fluids by maintaining a pH above 10. Inhibit


oil based muds with the addition of commercially available scavengers.

IRP

Use a filming amine inhibitor to protect the interior of the test string
when running a sour drill stem test. If no water cushion is used, the
inhibitor should be dumped down the test string. If a water cushion is
used, mix the inhibitor with the cushion, and also put inhibitor on top of
the cushion. Both water soluble and oil soluble inhibitors are available
from safety service companies.

4.1.5.4

Limitations of Sour Drill Stem Testing

IRP

Drill stem tests that produce sour fluids to surface shall be shut-in
immediately unless equipment used in the hole and at surface is
adequate for the conditions.

Note:

A closed chamber drill stem test will prevent fluid flow at surface during a sour
test. IRP 4.2 Well Testing, provides additional recommendations about
handling sour fluids using surface well testing equipment.

4.1.5.5

Sour Hydrocarbon Recovery

IRP

All sour gas shall be flared. Install a constant pilot light or ignition
device in the flare stack to ensure combustion of all gas sent to the flare
stack. Refer to Provincial Regulations regarding flaring.

IRP

Sour liquid recovery shall be reversed to a certified pressurized tank


with a flare stack.

4.1.5.6

Neutralizing H2S During Trip Out of Hole

IRP

When pulling drill stem test tools out of the hole, use a mixture of aquaammonia and water to neutralize any H2S in vapour phase. Use
caution when putting the mixture down the test string. A small amount
of fluid may unload due to displacement from the ammonia. Ammonia
is available from safety service companies.

Section 4.1

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WELL TESTING AND FLUID HANDLING

Appendix I Recommended Drill Stem Testing Services Inspection


Checklist
Worksite Owner ______________________

Drilling Company___________________

Lease Location And LSD ________________

Critical Sour Well(Y/N)_______________

DST Service Company _________________

Service Company Rep_______________

Inspected By ___________________

Date 20____ ____ ____


Time:_________Hrs
Yr
Mo Day
24 Hr Clock
Well Activity _____________________________________________________________
Mark A Check If "Adequate Or Inadequate" Of ' - ' If Not Applicable
(Note: Any "Inadequate" Must Have An Explanation And be corrected)

A.

INADEQ

____
____
____
____
____

____
____
____
____
____

____
____
____
____
____
____
____

____
____
____
____
____
____
____

____
____
____
____
____
____
____
____
____
____

____
____
____
____
____
____
____
____
____
____

SIGNS
01
02
03
04
05

B.

ADEQ

No Smoking
Designated Smoking Area
No Vehicles or Unauthorised Persons
Danger High Pressure
H2S (if required)

PERSONAL SAFETY
06
07
08
09
10
11
12
13

14
15
16
17
18
19

Section 4.1

Emergency Response Plan complete


Pre-start up Safety Meeting
Hard hats (CSA approved)
Safety footwear
Eye Protection
Ear Protection
First Aid supplies
Certificates
a) H2S
b) WHMIS
c) First Aid
d) Transportation of Dangerous Goods
Fire retardant clothing
Facial hair
Fire Extinguishers
H2S gas detector (manual)
Back packs checked
Air supply checked

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WELL TESTING AND FLUID HANDLING

ADEQ
C.

INADEQ

GENERAL
20
21
22
23
24
25
26
27
28
29
30
31
32
33

Motor kills checked


Motor exhaust water manifolds operational
Safety valve connection checked
Control valve actuated
Flowline including lead to manifold
to flare line, pressure tested
B.O.P. operation tests
Well kill fluid adequate
Pumping/tripping practices observed
according to Government regulations
Emergency lighting
Rig floor ventilation system
Equipment integrity for H2S
Manifold valves set for flow
Flare pit properly dug 50 m from wellbore
Flare ignition system

____
____
____
____

____
____
____
____

____
____
____

____
____
____

____
____
____
____
____
____
____

____
____
____
____
____
____
____

COMMENTS / EXPLANATIONS

Note:
1. If separation equipment and oil storage is used, refer to production testing inspection
list in Section 4.2.
2. For rig safety, refer to drilling rig inspection checklist in ARP 2.0
Owner Representative ________________________

Signature _________________

Drilling Company Representative________________

Signature__________________

DST Service Company Representative ____________

Signature__________________

Section 4.1

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WELL TESTING AND FLUID HANDLING

4.2

WELL TESTING

4.2.1.

Scope
The Original ARPs (Alberta Recommended Practices) for Well Testing were
developed by the Well Testing and Fluid Handling Subcommittee of the Drilling
and Completions Committee (DACC) in 1987 to establish recommended
practices for equipment, procedures and workers for the safe handling of fluids
associated with Well Testing. These IRPs (Industry Recommended Practices)
incorporate, update and replace the Alberta Recommended Practices (ARP)
Volume 4 Well Testing and Fluid Handling, Section 4.2 entitled Well
Testing. These IRPs were developed through 1998 and 1999 with planned
implementation in 1999. The recommendations in this IRP are somewhat
unique in that it is meant to encompass Well Testing and similar operations
where Well Testing companies perform the work. Certain recommendations
(including but not limited to a recommendation on the number of workers
required) are more stringent than would be required for work where Well Testing
companies are not involved. Wellsite Owners are expected to use their own
safe operating practices when testing wells with their own workers and to refer
to the complete IRP Volume 4 document when well testing and fluids handling
operations are being conducted.

4.2.2

Wellhead Control

4.2.2.1

General

IRP

Well testing operations should be conducted with a wellhead installed,


or with a temporary wellhead as per IRP 4.2.2.3.6

4.2.2.2

Standard

IRP

Wellheads should be selected, designed and manufactured in


accordance with the applicable portions of:
API 6A, Specification for Wellhead and Christmas Tree Equipment
or the relevant parts of the ASME/ANSI Series:
B16.4, Pipe Flanges and Flanged Fittings.
B16.9, Wrought Steel Buttwelding Fittings
B16.11, Forged Steel Fittings, Socket-Welding and Threaded
B16.34, Valves-Flanged, Threaded and Welded End
or
"Registered Fittings" as defined in the Provincial Regulatory Agency
or
IRP Volume 5.0 Wellheads
or
A combination of the above, so that wellhead components meet
recognized standards.

Section 4.2

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WELL TESTING AND FLUID HANDLING


Note:

Auxiliary documents should be applied where applicable:


NACE MR 01-75 LATEST EDITION - Sulfide Stress Cracking Resistance
Metallic Materials For Oilfield Equipment.
ARP 2.0, Alberta Recommended Practices for Completing and Servicing
Critical Sour Wells.
Provincial regulations
Wellhead components should be manufactured by suppliers with an
appropriate quality program. Shop and field welding quality programs are also
required to ensure that welding meets the requirements of ASME Section IX,
Welding and Brazing Qualifications.

4.2.2.3

Wellhead Minimum Requirements

4.2.2.3.1

Pressure Rating

IRP

All wellhead components should have a working pressure rating that is


at least equal to the lesser of the bottom hole pressure of the producing
zone or 1.3 x SITHP.

Note:

In Alberta, AEUB Regulation 7.050 calls for wellhead components to be not


less than the bottom hole pressure of the producing formation for wells with
greater than 50 moles / kmol H2S (5%).

Note:

In British Columbia (WCB Regulation 23.69(7)): when flow piping exceeds


3500kPa (500 psi), connections must be welded, flanged or hammer unions. If
there is only a threaded connection available at the wellhead, special
precautions must be taken.

4.2.2.3.2

Master Valves

IRP

Where practicle, all well tests must be performed using wellheads with
a master valve. Master valves should be of the full bore, round opening
type. Wells where the H2S content of the wellbore effluent is 50
moles/kilomole (5%) or greater require 2 master valves. Master valves
for Critical Sour wells should be API 6A flanged.

Note:

Master valves are used to allow the servicing of the wing valve and to allow the
connection of treatment lines, lubricators and other temporary connections.
Master valves are used to isolate other components, and should not be used to
initiate or shut off flow.

4.2.2.3.3

Flow Tee and Flow Cross

IRP

All wells must be provided with a flow tee or cross above the master
valve, to connect wing valves to the master valve(s). Critical Sour wells
must be provided with an API 6A flanged flow tee. A top connector
should be considered where applicable.

Section 4.2

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WELL TESTING AND FLUID HANDLING

4.2.2.3.4

Wing Valve

IRP

A wing valve must be attached to the flow or cross tee. Critical sour
wells must have API 6A flanged wing valves.

Note:

The wing valve is used to initiate or shut off flow. The flow sequence is always:
open the lower master valve (if applicable), then the upper master valve, the
wing valve. The shut off sequence is the reverse.

Note:

Consideration must be given to the use of Emergency Shutdown Valves


(ESDs) on all wells classed as sour (above 10ppm). In Alberta, all wells to be
flowed having a surface pressure greater than 1379kPa and an H2S content
greater than 1% requires an ESD.

4.2.2.3.5

Pressure Testing

IRP

All primary and secondary seals in the wellhead must be hydrostatically


tested upon installation. All wellhead components should be pressure
tested to a pressure that is at least equal to the lesser of the bottom
hole pressure of the producing zone or 1.3 x SITHP. Check with the
wellhead maufacturer for maximum test values between the primary
and secondary seals.

Note:

In Alberta, AEUB Regulation 7.050 calls for wellhead components to be not


less than the bottom hole pressure of the producing formation for wells with
greater than 50 moles / kmol H2S (5%).

Note:

In British Columbia (WCB Regulation 23.69(7)): when flow piping exceeds


3500kPa (500 psi), connections must be welded, flanged or hammer unions. If
there is only a threaded connection available at the wellhead, special
precautions must be taken.

Note:

The minimum stabilization criteria is that detailed in API 6A Appendix F, which


is a change rate of no more than 5% of the testing pressure per hour (10
minute minimum) or 3500 kPa/hour (500 Psig/hour) whichever is less.

4.2.2.3.6

Temporary Wellheads

IRP

Temporary wellheads used in well testing, such as drilling or servicing


Blowout Preventers, Tree Savers and Frac Heads must be designed
with control systems that are essentially that of 4.2.2.3.1 through
4.2.2.3.4.. BOP rams are not considered to be master valves.

Section 4.2

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WELL TESTING AND FLUID HANDLING

4.2.3

Well Testing Equipment Capacities And Pressure Ratings

4.2.3.1

Capacities

4.2.3.1.1

General

IRP

Equipment flow capacities should be sized for the flow rates of the
program, and need not be sized for the maximum capacity of the well.
Flow capacities may be derived from detailed calculations,
nomographs and experience.

IRP

Pop valves and burst heads must be piped to a system to take


discharged product away from the vessel and workers in the immediate
area.

IRP

Unrestricted access to the wellhead wing valve and master valve must
be ensured.

IRP

Pressure relief devices as defined by the provincial regulatory agency


must protect pressure vessels and piping.

Note:

Conventional safety valves are designed for block in pressure protection and to
operate without allowing the relieving pressure to rise greater than 10% over the
set pressure of the PSV. ASME Section VIII Division 1 requirements are that
the safety valve cannot be set greater than the vessels Maximum Allowable
Working Pressure (MAWP) and must have adequate capacity to ensure that
the maximum rise of pressure after the valve opens is limited to 10% of the
MAWP. Backpressure on a safety valve is not a function of its operation to
relieve pressure but is a function of any external produced pressures on the
outlet side of the safety valve. If this backpressure is constant then the
conventional safety valve can be cold set at a lower pressure, set to
compensate for the backpressure.If the backpressure is variable a pilot or
balanced bellows safety valve is required to maintain constant pop pressure.
If the safety valve is installed to prevent overpressure due to thermal (fire)
exposure only and there is no source of external pressure that would cause the
vessel to exceed its MAWP, a thermal relief valve can be installed. This safety
valve can be set at 110% of the vessel MAWP and pressure rise to maximum
25% over the MAWP is allowed.
A pressure shutdown devise is not an acceptable means of overpressure
protection for pressure vessels a safety relief valve is required.

4.2.3.1.2

Separator Systems

IRP

Separator capacities should be at planned operating pressures and


should be sized for all well effluent phases.

Section 4.2

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WELL TESTING AND FLUID HANDLING

4.2.3.1.3

Heat Requirements

IRP

Heat requirements should consider hydrate inhibition, inhibition of solid


deposition, and reduction of solution gas at the liquid storage stage.

4.2.3.1.4

Liquid Storage

IRP

The upstream system and the liquid storage stage must be designed to
reduce or eliminate or control the escape of vapors to the environment.

4.2.3.2

Pressure Ratings

4.2.3.2.1

Pressure Vessels

Note:

Refer to the Definitions section in this IRP for clarification on certified versus
non-certified vessels.

IRP

Pressure vessels are defined by the Provincial Regulatory Agency. All


pressure vessels must be designed and registered to their requirements.
All certified vessels must have a CRN registered for the province where
the vessel is used. Pressure vessels or pressurized tanks used for flow
back or storage of fluids produced from a sour well must be
manufactured under a quality program to ensure conformance with
design specifications utilizing materials meeting the requirements of
NACE MR 01-75 LATEST EDITION.

4.2.3.2.2

Pressure Piping

IRP

ASME B31.3 Pressure Piping should be used as the design pressure


standard for pressure piping. Appendix 1, Section 4.0.8.13 summarizes
the maximum allowable working pressure calculation and nominal
dimensions of common carbon and low alloy steels. Section 4.2.6 must
be considered for the inspection of all pressure retaining equipment.

Note:

The pressure rating table of Appendix 1, Section 4.0.8.13 has no corrosion


allowance. It is the Well Testing Companys responsibility to ensure that piping
systems are derated or replaced when pipe wall thickness is reduced below
0.875 multiplied by the nominal pipe thickness.

Note:

In British Columbia (WCB Regulation 23.69(7)): when flow piping exceeds


3500kPa (500 psi), connections must be welded, flanged or hammer unions. If
there is only a threaded connection available at the wellhead, special
precautions must be taken.

Note:

Consideration must be given to the use of Emergency Shutdown Valves


(ESDs) on all wells with H2S concentrations exceeding 10ppm. In Alberta, all
wells to be flowed having a surface pressure greater than 1379kPa and an H2S
content greater than 1% requires an ESD.

Section 4.2

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WELL TESTING AND FLUID HANDLING

4.2.3.2.3

Flanges

IRP

ASME flanges have the pressure rating defined in ASME B16.5 Pipe
Flanges and Flanged Fittings. Also refer to CSA Z245.12. Unless higher
temperatures are encountered, the nominal pressure rating is that at 38
degrees C (100 degrees F). API flanges have the pressure rating
stamped on the flange. API 6H fitting use the same class designation as
ANSI B16.5 however the pressure / temperature ratings are different.

4.2.3.2.4

Other Connections

IRP

Other connections that are not defined by standards such as ASME, API,
CSA, etc. are acceptable (e.g. Hammer unions, Unibolt connections,
etc.) provided that:
-

The Working Pressure vs Temperature rating is clearly stated by the


manufacturer

The manufacturer has established the Working Pressure according


to proper engineering standards

Materials shall be as listed in ASME, API or CSA

Fabricated components shall be welded using welding procedures


qualified per ASME Section IX. Inspection and testing shall be per
ASME B31.3 normal (sweet) or severe cyclic (sour) requirements.

Note:

In British Columbia, documentation regarding working pressure must be


available on site.

4.2.3.2.5

Flexible Piping

IRP

Flexible pressure piping (e.g. swivel joints, pressure hose, etc.) should
not be used where well effluent internal pressure could exceed 103.4
kPa (15 Psig) in well testing operations.

Note:

Where lines of 33 mm (1") or less are normally filled with a stable fluid (e.g.
pressure gauge lines filled with methanol), flexible lines are acceptable.

4.2.3.2.6

Welding of Pipe and Fittings

IRP

Pipe and fitting welding should be to the requirements of ASME Section


IX. Post-weld stress relieving is required for H2S service systems (as
defined in 4.2.4.1.2) unless special hardness control procedures as
defined in NACE MR 01-75 LATEST EDITION are observed. Radiography
to ASME B31.3 is recommended.

4.2.3.2.7

Pipe and Fitting Threading

IRP

Line pipe threading should not be used above 17.2 MPa (2500 Psig), for
pipe sizes above 33 mm (1" nominal). At a maximum, the line pipe
threading ratings of API 6A shall apply, provided that the thread depth
ratings of Appendix I are not exceeded.

Section 4.2

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WELL TESTING AND FLUID HANDLING


Pipe / Fitting Size
To 21 mm (1/2")
27 mm (3/4") - 60 mm (2")
73 mm (2 ") - 168 mm (6")
EUE Tubing Threads

Working Pressure
68.9 MPa (10,000 psig)
34.5 MPa (5,000 psig)
20.7 MPa (3,000 psig)
34.5 MPa (5,000 psig)

Refer to the formula for pressure rating seamless pipe on Appendix I,


Section 4.0.8.13.
4.2.4

H2s Service Equipment Requirements

4.2.4.1

Metallic Materials

4.2.4.1.1

General

IRP

Metallic equipment in H2S service must be designed to prevent Sulfide


Stress Cracking (SSC). NACE MR 01-75 LATEST EDITION, Sulfide Stress
Cracking Resistant Metallic Materials for Oilfield Equipment, defines the
requirements as a minimum standard. The "Sour Gas" definition of an
H2S environment is encouraged (although "Sour Oil and Multiphases"
may be used where applicable). An H2S environment exists when the
H2S Partial Pressure exceeds .35 kPa (.05 Psia), and the total pressure
exceeds 448 kPa (65 psia). H2S Partial Pressure = Mole Fraction H2S x
Maximum Operating Pressure.

Note:

Owners and Service Companies should note that this definition of Partial
Pressure is not related to definitions of "Sour" by any provincial regulatory body
and that Partial Pressure introduces an additional planning consideration.

4.2.4.1.2

Welding of Carbon and Low Alloy Steels

IRP

Post weld stress relieving is mandatory for low alloy steels, and
mandatory for carbon steels unless a weld procedure qualification
ensures HRC 22 maximum throughout the weld. Radiography to ASME
B31.3 is recommended where applicable.

4.2.4.1.3

Exceptions

IRP

Production lines to tanks, flare lines and vent lines may be exempted
from complete conformance toNACE MR 01-75 LATEST EDITION if:
-

Section 4.2

The lines will not normally be exposed to pressures in excess of 448


kPa (65 psia), and the lines have an adequate pressure rating for
short term abnormal service.

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4.2.4.2

Elastomers

IRP

Elastomers for H2S service must be chosen by a combination of


manufacturers' recommendations and industry experience, with regard
for other products in the well effluent that may degrade elastomers.

Note:

Elastomers are not addressed by NACE MR 01-75 LATEST EDITION, but are
required to be chosen carefully to contain well effluents. A reference for
elastomer selection is ARP 2.11 Guidelines for Selecting Elastomeric Seals or
NACE TM 0187-87 (Standard Method for Evaluating Elastomeric Materials in
Sour Gas Environments).

4.2.4.3

Internal Trims of Valves, Controllers, Etc.

IRP

Valves, controllers, etc. should be examined to analyze the possibility


of H2S sulfide stress cracking (SSC). (e.g. components in tension are
generally subject to SSC, components in compression are generally
not). Secondly, the consequences of an SSC failure should be analyzed
for the item.
If an SSC failure would compromise workers or
environmental safety, replacement trims should meet the requirements
of NACE MR 01-75 , LATEST EDITION. The following equipment items
must have internal trims that meet the requirements of NACE MR 01-75,
LATEST EDITION, regardless:
-

Wellhead Emergency Shut Down Valves (ESD's)

Pressure Vessel Pressure Relief Devices

Sleeve or Disc-type Chokes.

Note:

The internal trims of some components exposed to H2S have a much higher
possibility of compromising safety and control when they are subject to erosive
well products. These components include level control valves, meters, and
block / bypass valves. Contractors should carefully consider the practical
details of the equipment service.

4.2.5

Well Testing Equipment Material Conformance

4.2.5.1

General

IRP

Equipment fabrication standards must


conformance to Sections 4.2.3 and 4.2.4.

Note:

Per Section 4.0.8.5, it is the Well Testing Companys responsibility to meet


pressure ratings and H2S requirements when the Owner has given the proper
information; therefore, the Well Testing Company warrants material
conformance to the Owner. IRPs 4.2.3 through 4.2.6 are minimum standards
for material identification. More rigid identification systems are appropriate,
and are sometimes specified by the Owner.

Section 4.2

be

sufficient

to

ensure

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WELL TESTING AND FLUID HANDLING

4.2.5.2

Pressure Vessels

IRP

The manufacturer's tag shall be affixed to the pressure vessel. The


Manufacturer's Data Report shall be on file along with the latest
Provincial Regulatory Agency inspection certificate and latest pressure
safety valve record.

4.2.5.3

Pipe, Forging and Fittings

IRP

Forgings and fittings should be identifiable by API, ANSI, CSA and


Original Equipment Manufacturer (OEM) markings. Pipe should be
identifiable by fabrication standards, drawings, or purchase orders.
Pipe marking by low stress dies is discretionary.

4.2.5.4

Valves, Controllers Meters, Etc.

IRP

Such components should be identifiable through API, ANSI, CSA and


OEM markings, or catalogues of OEM products if such catalogues
uniquely identify and are traceable to the component.

4.2.5.5

Connections (Hammer Unions, Flanges, Etc.)

IRP

Such components should be identifiable through O.E.M. markings, or


catalogues of O.E.M. products if such catalogues uniquely identify and
are traceable to the component.

4.2.6

Equipment Inspections

4.2.6.1

General

IRP

Well Testing Companies should establish a routine equipment


inspection program, structured to reject or repair service related defects
and improper field replacements. The following should be replaced or
repaired:
-

Components severely worn or damaged (so that they cannot safely


perform their operating function)

Welds weakened by fatigue cracking or sulfide stress cracking

Components subjected to uncontrolled field repairs

Components that compromise the pressure rating

Components that compromise the H2S service rating.

4.2.6.2

Inspection Guidelines

IRP

Annual or regularly scheduled equipment inspection should consist of


the following:

Section 4.2

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WELL TESTING AND FLUID HANDLING


-

detailed visual internal and external inspection, where possible

random thickness tests on pressure vessels and piping components


focused on areas most likely to erode, corrode or deteriorate
-

at least one Weld Flaw Detection per pressure specification

repair / replacement of rejected components

hydrostatic testing of each pressure component to 1.5 times


working pressure.

Note: Several inspection frequency processes are available, for example on a


calendar or usage basis. Well testing work can subject equipment to
exceptional short term corrosion and erosion, which may necessitate
additional inspection. Exceptional corrosion can be caused by acids, solvents,
high chloride content, and CO2 with H2S. Where exceptional corrosion could
be expected, programs should be modified to eliminate as many system
elements as possible (without compromising safety).
Exceptional erosion can be caused by any well debris, and is common
with frac sand returns. Programs in high erosive situations should be modified
to include elements of the following:
-

Reduce the rate to minimize erosion

Direct well flow to a 2-choke manifold, followed by a combination separator


/ storage vessel with large cleanout openings: extra methanol injection
may be required for hydrate inhibition

Direct well flow to a solids separator or filter.

Equipment should be designed, fabricated, inspected and tested to the


intended most severe service to minimize the effects of corrosion, erosion
cracking, etc. Use of treated (cobalt cased) or coated components should be
evaluated to minimize the effects of erosion.
4.2.7

Well Testing Equipment Spacing

IRP

The schematics of the Appendices should be used as general


guidelines to meet spacing requirements and provincial regulations. If
the spacing cannot be met, it is the Owners responsibility to obtain
permission from the local authority for changes. Some spacing
requirements are listed below.

Note:

The water tank solution gas hazard should be evaluated before reducing the
distances. The appendices are intended to specify minimum spacing and not
equipment layout or piping details. IRP 4.3 must be referenced when well
testing is combined with other flow back operations.

Note:

The Provi nce of British Columbia, Drilling and Production Regulation on Fire
Control s. 62 (c) specifies the required distance from a separator to a flare
stack to be 50 meters versus 25 meters in other jurisdictions. As a
recommended practice, it suggests that all equipment should be 50 meters
from the flare stack for safety and fire considerations.

Section 4.2

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4.2.7.1

Equipment Spacing For Propane Tanks

IRP

Distances for placement of skid mounted or free standing propane


storage vessels are not regulated. The following shall be considered
before placing this equipment.
-

When in use with a vaporizer the equipment placement distance


must meet the minimum distance requirement of the local authority
for open flame equipment from the wellhead. Consideration must
be given to all other potential sources of vapor when selecting a
site to position the vaporizer ( to prevent a fire or explosion)

Propane tanks must not be located within any tank dyke

The vaporizer must be a minimum 25 meters from the propane


storage tank(s)

It is recommended the interconnecting pipe from the propane


storage tanks to the vaporizor be hard-piped and the
interconnecting material must be manufacturered to maintain
integrity for short periods in a fire

The vaporizer should be inspected and cleaned regularly by a


certified propane equipment supplier

filling of propane tanks above 85% capacity is not allowed (80% in


British Columbia)

Position of supply and filling lines to be outside of high traffic areas,


i.e. foot and vehicular

Tarping propane vessels for use with external heat sources to


vaporize liquid propane during cold weather operations is not
recommended

Valved ports on the propane storage tanks should be plugged prior


to transport.

Note:

Reference the appropriate Provincial Department of Transport for guidance


when transporting oilfield skid mounted propane tanks with product in the
tanks.

4.2.7.2

Equipment Spacing For More Than One Certified Pressurized Tank

IRP

Where two or more certified pressurized tanks are used as either a


primary flow vessel or for storage of fluids, the tanks must be a
minimum of 25 meters from the wellhead and can be placed side-byside.

Note:

Provincial jurisdictions may vary in the distance requirement. Refer to the


appropriate regulatory agency for clarification.

4.2.7.3

Equipment Spacing For Non-Certified, Non-Registered Vessels Or


Pressure Tanks

IRP

All non-registered non-certified vessels or pressure tanks must be at


least 50 meters from the wellhead and 50 meters from the flare stack or
any open flame.

Section 4.2

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4.2.8

Pre-Test Equipment Check And Pressure Test

IRP

The following pre-test checks should be performed:


-

Ensure that an inspection check list is followed

Ensure that all connections are tightened

Ensure the wellhead flowline is adequately secured to restrict


movement of the line in the event of failure

Ensure gas flaring lines and fluid production lines are adequately
secured

Ensure the wellhead ESD (if applicable) is function tested

Ensure the purging is completed per 4.0.8.26

Ensure the safety meeting has been completed per 4.0.8.17.

Note:

An Inspection Check List is included in the Appendices, developed by the


UPITFOS Implementation Committee (1990).
Applicable details of the
checklist are recommended.

4.2.8.1

Pressure Testing in Daylight/Darkness

IRP

Following the rig in of test equipment and associated flowlines,


pressure testing of the lines and equipment using a gaseous medium
must be conducted in daylight hours only. If the integrity of the piping
system has been broken at anytime after the initial pressure test,
subsequent pressure tests using a gaseous medium must be in daylight
hours only.

IRP

Hydraulic pressure testing may be conducted at night provided the


conditions of section 4.2.9 are met.

Note:

See Section 4.2.9, Operational Safety, for night time start up procedures.

Note:

In British Columbia hydraulic pressure testing is a requirement on all high


pressure piping systems up to the first pressure control choke. The pressure
test must be not less than 10% above the maximum anticipated operating
pressure as determined by the well owner. When nitrogen is used in well
stimulation, the piping system may be pressure tested with nitrogen. See
British Columbia WCB regulation Section 23.72 for more detail.

4.2.8.2

Wellhead to Choke

IRP

It is the Owners responsibility to specify the pressure test medium.


Hydraulic testing is recommended over the use of wellhead gas or
pressurized vapor (CO2 or N2). The test must be to the maximum of
expected wellhead shut-in pressure. No leaks are to be tolerated.
Pressure testing with a gaseous medium must be conducted in daylight
hours only.

Section 4.2

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4.2.8.3

Pressure Testing on Critical Sour Wells

IRP

On wells defined as Critical Sour the flowline from the Wellhead to the
Choke must be hydraulically pressure tested to a minimum of the
expected Shut in Tubing Head Pressure (SITHP).

4.2.8.4

Downstream of Choke

IRP

An inert medium or wellhead gas should be used to pressure test


vessels to a minimum of planned operating pressure and a maximum of
90% of pressure relief device set pressure. Any interconnecting piping
must be included. No leaks are to be tolerated. Where water is used for
a hydrotest, ensure a product to negate ice build up is used in sub-zero
operations.

4.2.8.5

Open Ended Piping and Production Tanks

IRP

Open ended piping (flarelines, vent lines) and production tanks should
not be isolated by valves and pressured tested. Closed valves should
not be in the system. Instead, leak tests of open ended piping and
production tanks must be part of initial operational checks after start up.
Visual inspection of connections is an alternative.

4.2.9

Operational Safety

4.2.9.1

Start Up at Night

IRP

If required through necessity to start up at night, after a daylight


pressure test was conducted, or a night time hydraulic pressure test was
conducted, the following conditions must be met:
-

Provisions are in place for lease lighting of a capacity to maintain


safety of the site workers, allow the worker to perform his routine
duties safely and to ensure visibility for the worker to safely exit an
area in an emergency

A hazard assessment has been conducted and documented

The hazard assessment deems the start up safe for the worker

All non-essential workers are vacated from the immediate area of


the testing equipment, flowlines and wellhead. These workers shall
not return to the area until cleared to do so by the Owners Wellsite
representative after consultation with the Well Testing Supervisor/
Manager

The crew is well rested.

4.2.9.2

General Start Up Procedure

IRP

The following generalized start up sequence should be performed:


-

Section 4.2

all non-essential workers must vacate the surrounding area of the


testing equipment, flowlines and wellhead. These workers shall not
return to the area until cleared to do so by the Owners Wellsite
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representative after consultation with the Well Test Supervisor/


Manager
The use of an ESD valve has been considered. In Alberta, all wells
with a pressure greater than 1379 kPa and an H2S content greater
than 1% require an ESD valve on the wellhead

With wing valve closed, open the master valve and record
pressures

Close the choke (if applicable) and open the wing valve to the
choke. Perform a detailed leak check

Open the choke slowly to the pressure vessel. Set operating


pressures immediately, and set liquid levels as soon as possible

Begin vessel leak checks immediately, closely followed by


downstream checks. For sour wells, those performing detailed leak
checks must wear respiratory equipment

Check H2S concentration as soon as possible, and at regular


intervals thereafter. Shut in the well if additional equipment or
workers are required

Check equipment capacities. If pressures or rates exceed capacity,


decrease the rate or shut in the well.

Note:

A rate preceding the actual test is appropriate to cleanup the well and to reevaluate the programmed well performance.

4.2.9.3

Test Performance

IRP

The test should be performed according to the following generalized


guidelines :
-

Perform and record measurements according to the program and


provincial guidelines

Continuously monitor safety systems and equipment

Continuously monitor air entrainment in tanks (per 4.0.8.26)

Utilize the Safety Standby Method for all hazardous operations, and
utilize a 2nd back-up worker during sour hazardous operations

Monitor flare rates and volumes according to the flare permit (if
applicable)

Monitor and act on new or unanticipated hazards

Hold complete de-briefing sessions at shift changes per 4.0.8.17.

IRP

If the equipment or the procedure cannot safely accommodate the flow,


the Well Testing Companys supervisor of the shift has the ultimate
authority to reduce the flow or shut in the well, after consultation with
the well owners representative. If the representative is not available,
the well testing supervisor will assume the responsibility to reduce the
flow or shut the well in.

4.2.9.4

Shut In And Post-Test Procedures

IRP

The following generalized procedures should be followed:


-

Section 4.2

shut in by closing the choke followed by the wing valve


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-

monitor shut in wellhead pressures per the program

shut in master valve(s)

displace all produced fluids to storage (or pipeline)

for sour or toxic wells, purge the sour or toxic vapors to flare

shut down flares

rig out and remove equipment from location

chain and lock wellhead valves

it is recommended all solid bullplugs in the wellhead be replaced


with tapped plugs with a needle valve to check for pressure
leakage past all wellhead valves. Ensure the pressure rating of the
fittings exceed the wellhead shut in pressure

inform well operator of status of stored fluids still on location

remove debris and garbage from location.

4.2.10

Well Testing Workers

IRP

The Owner of the well must ensure there are an adequate number of
qualified well testing workers on the wellsite at all times to conduct
operations safely. The following identifies key situations and
recommends a minimum number of workers required to conduct the
operation safely and efficiently.

4.2.10.1

Recommended Minimum Well Testing Workers on a Wellsite During


Testing Operations

IRP

All Owners and Well Testing Companies must exercise caution and
good safety judgement in the selection of well testing equipment
components and the number of qualified well testing workers.
Gas/liquid deliverability, pressure and toxic vapors such as H2S must be
considered. Test equipment should be selected which reduces the risk
of workers being exposed to toxic vapors. Pressurized storage for the
liquid phase is one method of significantly reducing the toxic vapor
hazard. Per 4.2.3.2, vessels for pressurized storage must meet the
requirements of Provincial Regulatory Agencies. Unregistered noncertified vessels must have adequately sized pressure relief devices to
prevent bursting.

IRP

For well testing, a minimum of two (working) qualified test workers per
shift are recommended. If an Owner chooses to conduct a continuously
manned testing operation without the services of a well testing
company, the minimum worker recommendations still apply.

4.2.10.2

One Qualified Well Testing Worker Per Shift


One qualified well testing person per shift may be used on sweet or
sour wells in the following circumstances:
-

Section 4.2

The individual has the knowledge and qualifications to perform as


required

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WELL TESTING AND FLUID HANDLING


-

The individual is in a supervisory capacity only, supervising two (2)


other workers at the site, in non-flowing operations such as
swabbing, circulating, venting or bleeding off a well directly to a
certified registered pressurized tank

The workers at the site assigned to the well testing supervisor are
willing and capable of operating well testing equipment as
instructed

The well is not flowed continuously to establish gas or fluid rates

Where equipment rigged in a sour inline mode is automated and


remotely controlled, the well Owner may summon one (1) qualified
representative from the Well Testing Company to the location for
consultation or calibration of equipment as long as a qualified
Owning Company representative is present on the location at the
same time

Where the well tester is installing electronic data gathering


equipment on existing facilities.

4.2.10.3

Two Qualified Well Testing Workers Per Shift

IRP

Regardless of well parameters, consideration must be given to the


amount of equipment the crew is expected to operate effectively and
safely. The workers ability to maintain a safe work environment and
efficient operations is the prime consideration.
A minimum of two qualified well testing workers per shift are
recommended in the following circumstances:

Section 4.2

All sweet wells flowed through test equipment

The operation is a sour inline test, with all measured well effluents
at the separator diverted back to the pipeline

A sour operation with essentially no inflow from the producing


zone, such as the servicing of a hydraulically killed well, or where
the formation is mechanically isolated

A sour operation where the final sour liquid storage stage for
produced fluids is a certified registered pressurized vessel or tank
and the pressure vessel or tank is not preceded by more than one
(1) separation stage

A sour operation where the final liquid storage vessel is a nonregistered non-certified vessel preceded by a certified registered
vessel or tank, provided the operating pressure of the non-certified
non-registered vessel or tank does not exceed 50% of the design
pressure

A sour operation where the final sour liquid storage stage is an


atmospheric tank system where; the tank(s) and thief hatches are
designed for a maximum of 7 kPa working pressure, and there is a
maximum of two (2) atmospheric tanks, and

The operating pressure at the atmospheric tank system does not


exceed 50% of the design pressure, and

The atmospheric tank system is not preceded by more than two


(2) separation stages including a gas boot, and
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4.2.10.4
IRP

The atmospheric tank system is gauged only at shift changes


where more than two (2) workers are present, and

The H2S concentration does not exceed 5% (50 moles per


kilomole)

Three Qualified Well Testing Workers Per Shift


Regardless of well parameters, consideration must be given to the
amount of equipment the crew is expected to operate effectively and
safely. The workers ability to maintain a safe work environment and
efficient operations is the prime consideration. Additional procedures
such as tank gauging, circulating fluids, operating line heaters, use of
tank-farms and operation of choke manifolds in erosive environments
will require additional personnel. Consideration must be given having
an adequate number of workers to effectively respond to any
emergencies that may arise.
If the conditions in Section 4.2.10.3 cannot be met, a minimum of three
qualified well testing workers per shift are recommended.

Note:

If maintaining the atmospheric tank pressure below 50% of the thief hatch
operating pressure becomes a problem, excess solution gas may be reduced
by some or all of the following methods:
-

Use of pressurized tanks

Reducing the well effluent flow rate (i.e. reduce choke,

Reducing the operating pressure of the separation stage(s) upstream of the


tanks

Adding heat upstream of the last separation stage

Increasing the tank vent line and tank vent line flame arrestor size.

If such operation cannot rapidly eliminate excess toxic vapors, the well must
be shut in and additional equipment and/or workers called out.
Note:

When storage stage gas is flared, additional precautions to prevent air


entrainment are required, per Section 4.0.8.26.

4.2.10.5

Minimum Well Testing Worker Qualifications


The following is the minimum qualifications Well Testing workers must
possess in training, certification and competence. PSAC Standards of
Competence have been developed for Supervisory job classifications. These
standards are registered with the Petroleum Industry Training Service (PITS)
and are recognized by the Petroleum Services Association of Canada (PSAC).
Well Testing companies should consider these Standards of Competence
when qualifying their workers.

IRP

Workers must have the listed minimum qualifications.


Assistant Operator (Reports to Shift Leader):
-

Section 4.2

Individual must have H2S Alive (or equivalent) and First Aid
Certificates
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-

Individual must have WHMIS and TDG training

Individual must be able to drive and perform routine repairs on


service vehicles

Individual must have basic knowledge of employers safety policies


and emergency procedures

Individual must understand IRP 4.0 as it applies to the individual's


job function

Individual must have basic knowledge of equipment functions.

Shift Foreman/Operator/Shift Supervisor (Leads One Shift And Reports


to Test or Job Supervisor/ Project Manager)
(In addition to Assistant Operator qualification)
-

Individual must have command of basic testing skills (in order to be


able to lead a shift with minimum supervision)

Individual must have thorough knowledge of employers safety


policies and emergency procedures

Individual must know pressure ratings of system elements

Individual must be thoroughly trained in use of safety equipment


Individual must be able to identify dangerous conditions and act
accordingly

Individual must understand safety responsibilities of assistants.

Test or Job Supervisor/ Project Manager (Well Testing Companys


Overall Supervisor)
(In addition to Shift Foreman/Operator/Shift Supervisor qualifications):

Section 4.2

Individual must be able to command entire test with no supervision

Individual must be able to coordinate test with well owner

Individual must be able to train assistants, and monitor progress/


deficiencies

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Appendix II Lease Layout Schematics

Section 4.2

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Section 4.2

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Section 4.2

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Section 4.2

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Section 4.2

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Section 4.2

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Section 4.2

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Appendix II - Production Testing Services Inspection Checklist

CONTRACTOR: _____________________________

OPERATOR:
___________________________________

LEASE LOCATION AND LSD: ___________________

CRITICAL SOUR WELL (Y/N):


______________________

SERVICE COMPANY :
_________________________

SERVICE COMPANY REP.:


_______________________

INSPECTED BY: _____________________________

DATE: 20__ ___ ___ TIME:


_____Hrs.
yr. mo. day 24 hr. clock

WELL ACITIVITY: _____________________________________________________________________________


Mark a check if "adequate or inadequate" or "-" if not applicable
(Note: Any "INADEQUATE" must have an explanation and be corrected)
A.

Signs

01

No Smoking

30 Remote Shutdowns (OST)

02

Designated Smoking Area

31 Gauge in place

03

D.

04

No Vehicles or Unauthorized
Persons
Danger High Pressure

05

H2S (if required)

06
B.

Sign with Operator name or


phone #
Personal Safety

07

Emergency Response Plan complete

E.

08

Pre-start up Safety Meeting

09

Hard hats (CSA approved)

36 Pipe schedule
______________
37 Working pressure _____MPA

10

Safety footwear

38 Pressure Tested (Hydro)

11

Ear Protection

39 Secured

12

Eye Protection

40 Blocked Level

13

First aid supplies

F.

14

Certificates:

41 Secured

a) H2S

42 Blocked Level

b) First Aid

G. Pop Line

c) WHMIS

43 Pipe Size _____


44 Secured

15

d) Transportation of Dangerous
Goods
Fire retardant clothing

16

Facial Hair

46 Pop Riser Pilot in place

17

Fire Extinguishers #____

18

Floor Lights

19

H2S gas detector (manual)

Section 4.2

ADEQ

# ____

/ INADEQ

ADEQ / INADEQ

Flowline

32 Pipe schedule
______________
33 Working pressure _____MPA
34 Pressure Tested (Hydro)
35 Blocked Level
Deadweight Line

Gas, Oil and Waterline

45 Blocked Level
47 Riser Secured
H.

Other

48 Check valve in place on


pipeline

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Appendix III - Production Testing Inspection Checklist - Page 2
20

Work masks worn outside

21

Side packs checked

22

Back packs checked

49 plant operators notified of


procedure
50 Flame arrestors in place
_____
51 Flame arrestor __________in.

23

Air supply checked

52 Flame arrestor checked

24

Two air lines reach tanks

25

Wind direction indicators

C.

Wellhead

26

Clean

53 Purge system in place for


tank trucks
54 H2S Scrubber in place for
400bbl tanks
55 H2S Scrubber in place on
Tank trucks
56 Tank lines checked

27

Working Pressure ___MPA

57 Tank manifold checked

28

All valves seal

58 Tank manifold Bonded to


tanks

29
I.

ESD Valve Working Pressure ___


MPA
Shipping Line

M. Spacing

59

Bonded to Tank

103 Wellhead to Separator 25m

60

Length ___m

104 Separator to Tank 25m Min

61

Blocked Level

105 Separator to Stack 25m Min

62

Drip Pail

106 Wellhead to Tanks 50m

63

Valve

107 Tanks to Flare 50m

64

Truck Bonding

108 Flare to Wellhead 50m

65

Fire Extinguisher

J.

Propane Line

66

Hard pipe to vaporizor

67

Blocked Level

68

Bonded

K.

Tanks

69

Bonded to Wellhead

109 Certified Ptank to Wellhead


25m
110 Non-certified Ptank to
Wellhead 50m
111 Vaporizer to Propane Tanks
25m
N. Circulating Pump &
System
112 Check Valve Working Press.
___MPA
113 Storm Choke Working Press.
___MPA
114 Reservoir Full

70

On Planks

115 Flowlines Blocked

71

Level

116 Heater Checked

72

Valves Work

73

Valves Set

117 Upper coil schedule _______

74

Tank Stairs

75

Thief Hatch Seal

118 Upper coil working prs.


____MPA
119 Stack Gasket Checked

Section 4.2

O. Heater

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Appendix III - Production Testing Inspection Report - Page 3
76

Gas Blanket

120 Bath full

77

Tanks Purged

121 Choke Inspected

78

Vertical line _________in.

122 Supply Gas Checked

79

Flame arrestor _______in.

123 Pilot Checked

80

Flame Arrestor Checked

124 Main Burner Checked

81

Block Valve

125 Flame Arrestor Checked

82

Vertical line secured

126 Heater preheated

83

Drain At Low Point

84

Stack Line Clear

85

Vertical line bonded

127 Separator working prs.


_____MPA
128 Relief Valve Checked

86

Berm Checked

129 Pressure Tested

87

Pressure Alarm Set

130 Valves Operational

L.

Stack

131 Lines Clear

(Dia.___mm. x m.___ )

P.

Separator

88

Lines Clear

132 Instrument Supply System


Checked
133 BP Valve Stroked and Set

89

Pilot Checked

134 Front Manifold Set

90

Shooter Tube Checked

135 Inside Valves Set

91

Flare Catcher Checked

136 Deadweight Manifold Set

92

Igniter checked

137 Deadweight Line Full

93

No. Guy Wires

138 Methanol Barrel Safe

94

0-15 meters Wires (3)

139 Liquid meters by-passed

95

15-35 meters Wires (3 minimum)

140 Floats Checked

96

35-60 meters Wires (6 minimum)

141 Dump Controllers Set

97

Correct Angles Flagged

142 Hi-Low's Checked

98

3 Clamps/Cable (1" apart)

99

Clamps Correct Position

100 Shackles tight


101 Stack Straight
102 Fire Hazard Checked
Q.

Lease Trailer
Light Plant

R.

General

158 Flash Lights C1-D1

143 Safety Board

159 Test Program Available

144 Portable Water

160 Chemical clothing

145 Safety Binder

161 Mobile Phone good working


order
162 Test Kits Checked

146 WHMIS Labeling


147 Emergency Response Plan
Posted
148 Safety Meeting Posted

163 Purging Complete

149 Flare Permit Posted

165 Flaring permit obtained

150 Fire Extinguisher

166 Area residents notified

Section 4.2

164 Government Notified

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Appendix III - Production Testing Inspection Checklist - Page 4
151 Fire Blanket
152 Furnace lit
153 Office area clean
154 Lockers Clean
155 Bench Area Clean
156 Floor Clean
157 Step Level

S.

Comments/Explanations

Owner Representative:
____________________________

Signature:
_______________________________

Contractor Representative:
________________________

Signature:
_______________________________

Service Company Representative: ____________________

Signature: _______________________________

Section 4.2

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Appendix IV - Logic Chart

Section 4.2

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4.3

OTHER FLOWBACKS

4.3.1

Scope
The Other Flowbacks IRP was developed by the Well Testing and Fluid
Handling Subcommittee of the Drilling and Completion Committee (DACC to
establish minimum recommended practices for equipment requirements,
procedures and workers. The safe handling of fluids associated with well killing,
coiled tubing unit (CTU) operations, and stimulation (swabbing, fracturing, etc)
operations are emphasized on sweet well flowbacks utilizing open tank
systems. Criteria are included for monitoring explosive mixtures on sweet and
sour well flowbacks using closed tank systems. Criteria are provided for
pumping of High Vapour Pressure (HVP) hydrocarbons with a Reid Vapour
Pressure greater than 14 kPa or 50 API gravity.
It is recognized by the Committee that some of the recommendations of this
IRP are onerous to shallow gas well projects and projects involving multi-well
operations such as rod jobs. The IRP does not intend to cause undo
operational and economic hardship to any owner/operator in the use of these
IRPs on shallow gas and multi-well projects. In specific circumstances where
the IRPs do cause operational and economic hardship on these type of
projects, the owner/operator may apply commom practices currently in place
by the owner/operator that meet the intent of this IRP and Occupational Health
and Safety Standards - to provide a standard of safety for the worker, the
equipment and the general public.

4.3.2

Flowing, Pumping Or Circulating A Well To An Open Tank System

Note:

See Section 4.3.5.4 for IRPs on Monitoring and Supervision of Open Tank
Systems.

IRP

In operations where wellsite personnel or nearby residents have the


potential to be exposed to sour gas or fluids (>10ppm), the fluids must
be contained in a closed system.

IRP

In operations where gas vapours are expected from produced fluid, the
hazards to on-site workers, equipment and the public must be assessed
and deemed safe before proceeding. Hold and document a hazard
assessment meeting on the site with all personnel prior to beginning
operations. The meeting should include discussion of procedures,
sources of ignition, personal protective equipment and identification of
harardous atmospheres. The report must be posted on the site.

Note:

The Canadian Association of Oilwell Drilling Contractors (CAODC) has a


standard hazard assessment form for use in daily operations.

Section 4.3

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IRP

All open tanks shall be positioned a minimum of 50 meters from the


wellhead and 50 meters from any open flame sources.

IRP

A safety zone of 50 meters in all directions from the open tank must
be established and relayed to all persons on the site, when flowing,
circulating or pumping to an open tank system.

IRP

No worker(s) shall enter the safety zone while flowing, circulating or


pumping to an open tank system. An exception is the pump operator
who must be in the zone to operate the pump if fluid transfer or
circulation is required. Precautions must be taken to ensure the safety
of the pump operator, such as wind direction flags visible to the pump
operator and H2S/LEL monitoring between the pump and the open tank
system.

Note:

The use of an external gauge on the tank will aid in monitoring tank levels from
outside the safety zone.

IRP

A minimum of one person per shift must be trained and competent in


the use of an explosive monitoring device, (LEL meter). The LEL meter
must be calibrated to propane.

IRP

All workers involved with flowing, circulating or pumping operations to


open tank systems shall wear appropriate fire retardant workwear.

IRP

All sources of ignition


possible.

IRP

No smoking is allowed anywhere on location while flowing, circulating


or pumping to open tank systems.

IRP

Wind indicators must be placed near and around the open tanks.
Consideration of wind speed and direction shall be considered prior to
start up.

IRP

The operation shall be shutdown where excessive flows are


encountered and before fluids are splashed or flowed over the sides of
the open tank system.

IRP

Flowing or startup after dark is permitted only where absolutely


necessary. Adequate lighting must be available.

IRP

All flows must be controlled using a choking device other than the
wellhead wing valve.

IRP

The piping system must be designed to accommodate pressure, H2S,


erosion and any other products that may compromise the integrity of
the piping system. The line must be set up with a tee such that if there
is no fluid being recovered, the gas can be diverted to a flare stack or
riser to be vented or burned. The piping system must be properly
secured to restrict movement of the line.

Section 4.3

must be eliminated and locked out where

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WELL TESTING AND FLUID HANDLING


IRP

Physical gauging of open tank systems will only be done once the area
is proved safe by the LEL meter.

IRP

Any loading/unloading of fluids from open tank systems shall be done


with the well shut in and only after the area has been checked with an
LEL meter and H22 detector.

IRP

While flowing, circulating or pumping wells to an open tank system


where gas vapors are vented to atmosphere signage indicating gas
vapors are venting to atmosphere must be positioned to impede
entrance to the wellsite by all vehicles.

IRP

After the flowing, pumping or circulating operation to an open tank


system is complete or shutdown, no person(s) shall enter the safety
zone until an H2S detector and explosive detection device indicates
the area is safe for entry. These readings must be recorded in a daily
log or safety report.
Proper PPE must be worn while operating a gas detection meter in the
hazardous environment.

4.3.3

Wellhead Control

IRP

4.3.4

Well control equipment should be selected having regard for Section


4.2.2 , Well Testing.
Location Of The Rig Pump

IRP

The rig pump should be located a minimum of 7 m from the rig tank.
Ensure that the rig pump is not located downwind of the rig tank and if
so, extend the separation to 14 m. IRP 4.3.5.6 provides additional
recommendations regarding potential ignition sources.

4.3.5

Procedures

4.3.5.1

Well Killing Operations

IRP

During well killing operations, where possible, the well should be


flowed into the facility pipeline or production facility. If the facility
pipeline is utilized, the backpressure imposed by the line-pac should be
considered. If production facilities are used, the pump rate should not
impart a pressure exceeding the burst rating of the system.

Note:

The use of a pipeline, production facility or a pressure tank is an alternative to


reduce explosion hazards. Flowlines, pressurized tanks or atmospheric tanks
equipped with suitable vapour gathering - flaring/scrubbing systems are
alternatives to eliminate any H2S releases to atmosphere (nuisance odours and
public or personal safety).
In Alberta, AEUB inspection policies regarding the handling of sour effluent are
included in AEUB Guide G-37 Service Rig Inspection Manual.

Section 4.3

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Note:

In British Columbia, the Oil and Gas Waste Regulation of the Waste
Management Act, Section 3 states, The owner or operator of a piece of
equipment or a facility referred to in section 4 or 6 (1) must ensure that the one
hour average ambient ground level concentration of hydrogen sulphide due to
the discharge of air contaminants from that equipment or facility does not, at
the perimeter property on which the equipment or facility is located, exceed 10
parts per billion by volume. The Oil and Gas Waste Regulation also in
section 4 (g) authorizes discharges to the air of contaminants by owners or
operators of equipment or facilities that vent to the air, for the purpose of
maintenance of the equipment or facilities, (i) natural gas that contains less
than 230 milligrams of total sulphur per cubic meter of natural gas, or (ii)
natural gas that contains at least 230 milligrams of total sulphur per cubic
meter of natural gas if the natural gas is combusted in a flare or equivalent.

4.3.5.2

Coiled Tubing Unit (CTU) Operations Using Air


Air is sometimes used in coiled tubing clean outs in shallow gas wells
with low formation pressure, where no condensate or H2S is present in
the formation fluid, and there is a low flow rate expectation from the
well.

Note:

Nitrogen gas is recommended for higher risk wells.

IRP

A safe operating procedure should be followed. A written procedure


including a hazard assessment should be available on-site with
consideration given to the following:
-

Recommendations from IRP 7.0 Coiled Tubing Operations for


Drilling and Servicing

Wind direction

Proper grounding of equipment

Safe and effective control and handling of well effluent

Ensure that all the air has been displaced from the well, after the
job, before shutting in or producing the well.

4.3.5.3

Operations at Night

IRP

Where possible, flowback, swabbing, and coiled tubing operations


should be conducted during daylight hours. Adequate lighting must be
provided if it is necessary to continue operations into the night.

IRP

Operations that will involve the bleeding of gas to open systems under
the cover of darkness must proceed only where absolutely necessary.
This will include flowback, swabbing and coiled tubing operations.

Note:

Reference the Definitions in this IRP on adequate lighting.

Section 4.3

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4.3.5.4

Monitoring and Supervision of Open System Rig Tank

IRP

Where the Owner does not have a site representative, the Owner shall
ensure a gas detection meter is available to the site workers. See
Section 4.0.8.1.

IRP

The Owners on-site representative shall have training and competence


in the operation of an LEL meter. The Owners representative shall
possess or ensure availability of an LEL meter on all sites where vapors
are expected to be vented to atmosphere.

IRP

No worker shall enter the 50 meter safety zone around an open tank
system where gas vapors have been vented to atmosphere until cleared
to do so by the Owners site representative or the worker who is
responsible for monitoring the area with a gas detection meter.

IRP

Where an Owners representative is assigned to the site, the


representative must be present during all operations were a well is
flowed, pumped or circulated to an open tank system where gas vapors
are not contained. Where an Owners representative is not assigned, the
contractor must provide a supervisor during these procedures involving
open tank systems.

IRP

Before commencing bleed-off, flowback, swabbing, pumping or well


killing operations, all non-essential workers must vacate the
surrounding area of the tanks, flowlines and wellhead. These workers
shall not return to the area until cleared to do so by the Owners wellsite
representative after consultation with the Rig Supervisor.

Note:

Well killing/circulating/flowbacks are critical and technical procedures. The


Owners representative and/or the rig manager, being the most experienced in
both technical and practical aspects, must be on location during these
operations to provide supervision and to judge proper responses to fluid
handling, explosion monitoring, equipment utilization, and safety procedures. In
particular, workers not necessary to the operation are to be vacated from the
immediate area.

4.3.5.5

Swabbing

IRP

A check valve and an additional shut-off valve must be installed on the


flow tee outlet. The shut-off valve must be closed while running in the
hole. Check valves do not always seal 100%. The manual shut-off valve
is a backup for the check valve. Consideration should be given to using
a purge medium to follow swab cups while running in the hole.

Note:

The purpose of this procedure is to prevent drawing air or the flame from the
flare into the production tank or into the tubing when running the swab cup
back into the well. The introduction of air into the system can lead to a
combustible mixture. IRP 4.2, Well Testing, Section 4.0.8.27 (Air Entrainment)
details other considerations for the prevention of air entrainment. Where gases
produced are being flared, consideration should be given to maintaining a
positive pressure and flow to the flare stack.

Section 4.3

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4.3.5.6

Control of Potential Ignition Sources

IRP

Shut down of potential ignition sources on location, for example the rig
pump, boiler and heaters, if not required for the operation, must be
considered during the flowback of volatile hydrocarbons.

IRP

All vehicular access to the well site should be restricted during well
killing and flow back operations to minimize the potential for
inadvertent ignition of any combustible vapours present on the lease.

IRP

While flowing, circulating or pumping wells to an open tank system


where gas vapors are vented to atmosphere signage indicating gas
vapors are venting to atmosphere must be positioned to impede
entrance to the wellsite by all vehicles.

Note:

Improved wellsite security will ensure that individuals who are required to use
vehicles in proximity to the wellbore, open system rig and storage tanks will
only be able to under the supervision of the Owners representative and/or the
rig manager.

4.3.5.7

Safety Checklists

IRP

A safety checklist should be utilized when planning and undertaking an


operation involving the pumping into and flow back of fluids from a
well.

Note:

The Upstream Petroleum Industry Taskforce on Safety (UPITFOS) developed a


series of checklists for a variety of operations. They are available through the
industry associations, for example Petroleum Services Association of Canada
(PSAC). An outline is shown in IRP 4.2 Well Testing, Appendix Section.

4.3.6

Well Site Workers

4.3.6.1

Minimum Workers and Training Requirements

IRP

The Owner of the well must ensure there are an adequate number of
qualified workers on the wellsite at all times to conduct operations
safely. The following identifies key situations and recommends a
minimum number of workers required to conduct the operation safely
and efficiently.

IRP

On non-critical sour wells where well testing workers are not employed,
a minimum of two (2) people are required to directly monitor flowback
operations. Where well testing workers are not employed the Owners
representative or the rig manager must supervise the operation and the
two workers.

Section 4.3

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Note:

For critical sour wells, IRP 2, Completing and Servicing, Section 2.15 Well Site
Worker Training and Experience, and IRP 4.2, Well Testing, must be adhered
to.

IRP

On non-critical sour wells, a minimum of two (2) people at the well site
involved in flowback operations shall have valid first aid certificates
and H2S training.

Note:

Standard St. John First Aid or equivalent.

IRP

All persons expected to control pressure rated equipment used during


flowback, swabbing, coiled tubing or well killing operations, should
have training in the operation of pressure vessels and pressure rated
equipment.

Section 4.3

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4.4

LOADING, UNLOADING AND TRANSPORTATION OF


FLUIDS

4.4.1

Scope
The Original ARPs (Alberta Recommended Practices) for the loading and
transportation of fluids were developed by the Well Testing and Fluid Handling
Subcommittee of the Drilling and Completions Committee (DACC) in 1987 to
establish minimum recommended practices for the loading, unloading and
transportation of wellsite fluids. The IRPs (Industry Recommended Practices)
incorporate, update and replace the Alberta Recommended Practices (ARP
Volume 4 Well Testing and Fluid Handling, Section 4.4 entitled Loading,
Unloading and Transportation of Fluids). These IRPs were developed through
1998 and scheduled for approval and implementation in 1999. These IRPs
outline procedures to minimize the likelihood of tank explosions during loading
or unloading for both temporary wellsite production testing and subsequent
production facility operations, as well as to control H2S emissions. The
procedures can also be utilized for the safe handling of High Vapor Pressure
(HVP) hydrocarbons.

4.4.2

Fluid Hauling Company Procedures

IRP

Section 4.4

Fluid Hauling companies must adhere to the following procedures and


practices.
-

Stop at the entrance to all sites before entering to check for the
possibility of gas vapors venting to the atmosphere where the
vehicle is intending to drive

Ensure the consignor (shipper/owner) has provided appropriately


completed shipping documents and placarding as required by law

Ensure that tank specification is acceptable for fluid characteristics


defined in shipping documents. The design and construction of the
tank must be capable of handling the sour fluid to be hauled

Ensure drivers are properly trained and educated to the handling of


flammable and / or sour fluids

Provide proper safety equipment which is maintained in good


working order (i.e. Personal protective equipment (hardhat,
footwear, eyewear, clothing, H2S monitor, SCBA, etc.), fire
extinguishers, and radio or telephone)

All trucks should be equipped with a 30 minute Self-contained


Breathing Apparatus (SCBA)

treat sweet fluids being hauled immediately after a sour load as a


sour load with respect to worker safety

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4.4.3

list all necessary H2S equipment on a pre-trip check list

maintain all equipment valves, fittings, hoses and hatch seals in


good working order

ensure trucks with diesel engines have intake air shut-offs

maintain a contingency plan including procedures for truckingrelated spills.

Fluid Charactaristics

IRP

The properties of any fluids to be loaded, unloaded or transported are


to be evaluated for the following hazards from information in the
shipping documents:
-

Toxicity
Flammability
Corrosive effects
Environmental impact of escaped fluids
Flashability

IRP

Well Owners and transporters of fluid must make or have available


Material Safety Data Sheets (MSDS) to workers. Refer to Section 4.0.8
Produced fluids for more information.

Note:

Material Safety Data Sheet and Transportation of Dangerous Goods information


may provide valuable information to assess any toxicological or flammability
hazards.
Other sources of produced fluid properties information includes well testing and
reservoir fluid analysis, regulatory production reports or custody transfer (point
of sale) measurements.
Properties that should be considered include: explosive limits, flash point,
boiling point, Reid Vapor Pressure, chemical composition, and toxicity
information.

4.4.4

Loading, Unloading and Transportation Practices

4.4.4.1

Closed Systems
The use of a closed system (pressurized tanks or atmospheric tanks equipped
with suitable vapor gathering flaring / scrubbing systems) may be necessary
to eliminate any H2S releases to atmosphere (nuisance odorous and public or
personal safety). The duration of operation, proximity to, and notification of area
residents, should be considered. Inspection policies regarding the handling of
sour effluent in Alberta are included in Alberta Energy and Utilities Board Guide
G-37, Service Rig Inspection Manual.

Section 4.4

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WELL TESTING AND FLUID HANDLING


Closed systems can also be utilized to enhance the safe handling of high vapor
pressure hydrocarbons on the wellsite.
4.4.4.2

Tank Truck Loading and Unloading Operations Sweet and Sour Fluids

IRP

Atmospheric tank trucks should only be used to haul sweet and sour
fluids where the fluid is non-gaseous and there is minimal possibility of
vapour breakout due to agitation or ambient temperature increases. An
H2S scrubber must be used while loading, unloading and transporting
sour fluids where an atmospheric tank truck is used to haul sour fluids.

IRP

Where ammonia type scrubbers are used, the ammonia must be kept
fresh and must be able to handle the concentrations and volume of H2S
vapour. Refer to Section 4.0.8 H2S Scrubbers.

IRP

Where there is the possibility of vapour breakout and pressure build up


on the tank truck due to agitation or increased ambient temperature,
the sour fluid must be transported in a pressure certified tank truck. The
tank must be constructed using a quality program certified by the
Provincial pressure vessels authority and from materials meeting the
requirements of NACE MR 01-75 LATEST EDITION for the expected
pressure and H2S concentration.

Note:

ARP 2.10 Quality Programs for Pressure Containing Equipment includes basic
information regarding quality programs. NACE MR 01-75 LATEST EDITION,
Sulphide Stress Cracking Resistant Metallic Materials for Oilfield Equipment
has a 350 kPa (50 psi) pressure limit below which the requirements do not
apply.

4.4.4.2.1

Using Atmospheric or Pressure Certified Tank Trucks

IRP

A well must not be flowed directly to a tank truck.

IRP

To haul sour gaseous fluids the tank truck must arrive at the wellsite
with a purge in the tank or be equipped to be purged at the wellsite.

IRP

All vents must be closed while transporting the fluid.

IRP

Tank trucks may be vented to a flare stack only when:

Section 4.4

Temporary Production Testing

The tank has been purged and been tested with an LEL meter to
determine the oxygen content in the tank

Tthe tank truck is able to maintain the purge in a sealed tank

There is a positive flow of gas to the flare stack to produce a venturi


on the vent line from the tank truck

There is a minimum of one (1) flame arrestor in the vent line to the
stack

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-

The system, including the tank truck and the tanks being emptied
will not allow air in through a vacuum apparatus

The truck driver has H2S training certification

The truck driver has TDG certification.

IRP

The facility where the fluids will be off-loaded should be equipped with
a purge gas make-up system so as to purge the tank while fluid is being
pumped off, allowing the tank truck to have a purge on board when
returning to the wellsite.

IRP

When loading and unloading fluids from pressurized flowback or


atmospheric storage tanks, precautions must be taken in the placement
of the truck relative to the tank(s) location on the wellsite.

IRP

When loading and unloading fluids from a pressurized flowback or


storage tank that a live well is flowing to, the following precautions
must be taken:
-

The tank truck to be loaded or unloaded must be parked 25 meters


from the pressurized flowback or storage tank

A fluid head must be maintained in the pressurized flowback or


storage tank at all times gas must not be allowed to escape to the
tank truck being loaded or unloaded

The pressure of the pressurized flowback or storage tank system


must be reduced to the minimum pressure required to transfer the
fluid to the tank truck

The pressure capabilities of the piping and hose system to the tank
truck must not be exceeded

Where a certified pressurized tank truck is used, the pressure


capabilities of the tank on the truck must not be exceeded.

Note:

Where possible, shut-off the truck while loading. The pressure on the flowback
or storage tank will transfer the fluid to the tank truck. The use of a pump will
also agitate fluids resulting in additional gas vapor from the fluid.

IRP

When loading fluids produced from a sour well where testing


operations are in progress the following procedures must be adhered
to:

Section 4.4

1.

Where an atmospheric tank truck is used, connect the trucks


atmospheric tank vent line to an adequately sized H2S scrubber.
The scrubber may be truck mounted or a stand alone skid mounted
unit.

2.

Where a truck equipped with a pressurized tank is used, ensure the


tank specification including pressure rating is sufficient for the
nature of the fluids being loaded. See Venting Tanks to Flare
Stacks below.

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IRP

The tank to be filled or unloaded should be separated (blocked) from


any other tanks being used while the tank truck is loading or unloading.
A gas blanket (positive pressure) must be maintained on closed system
production tanks.

IRP

Tank trucks should be a minimum of 7m from the tank to be filled or


unloaded.

IRP

Tank trucks should be electrically bonded to the tank to be filled or


unloaded prior to and during fluid transfers. The wheels should be
chocked while transferring the liquids.

IRP

Ensure the maximum working pressure (MAWP) of the pressurized truck


tank is not less than the maximum working pressure (MAWP) of the
production facility components being connected to.

4.4.4.2.2

Venting Tank Trucks to Flare Stacks

IRP

For the transportation of sour fluids, a fluid haulers tank must have a
purge inside before venting to a flare stack during loading operations.
The truck tank must have a purge on when it arrives at the worksite or a
means to purge the tank on the worksite must be available.

IRP

The purge must be verified at the worksite, just prior to loading, with an
LEL meter. The vent line from the tank to the stack must have a manual
valve installed with a minimum of one (1) flame arrestor. A slip stream
of gas injected downstream of the tank, to create a venturi, may be
appropriate.

Note:

Consult the operator of the vent system to ensure to ensure proper valving and
flame arrestor(s) are installed in the vent line to the flare stack.

4.4.4.3

Permanent Production Facilities Sweet or Sour Fluids

IRP

A well must not be flowed directly into a tank truck.

IRP

When loading sour fluids, tank truck vapors may be directed into a flare
system as long as the trucks tank contains no oxygen, otherwise tank
truck vapors should be scrubbed through an ammonia scrubber and
vented to atmosphere. Eliminating oxygen can be achieved by the
following:

Section 4.4

An adequate positive pressure is maintained on the production


tanks at a closed system multi-well facility where the fluid is to be
unloaded

Ensure the maximum working pressure (MAWP) of the truck tank is


not less than the maximum working pressure MAWP of the
production facility components being connected to properly

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WELL TESTING AND FLUID HANDLING


sized vent lines should be provided at the multi-well facility where
the fluid is to be unloaded; this will allow the void left in the tank
truck after unloading to be replaced with adequate gas vapors from
the positive pressure production tanks
-

Thief hatches on production tanks and trucks must be in good


working condition.

IRP

A gas blanket (positive pressure) must be maintained on closed system


production tanks.

IRP

Tank trucks must be a minimum of 7 m from the tank to be filled or


unloaded.

IRP

A grounding line must be connected to a ground rod and load line of


the tank.

IRP

The wheels of the tank truck should be chocked while transferring the
liquids.

4.4.4.4

Transportation Sour Fluids

IRP

Transportation of Dangerous Goods (TDG) legislation must be consulted


for selecting equipment to transport sour fluids.

Note:

Refer to the definitions in this IRP for information relative to TDG legislation
and tank construction.

IRP

Trucks transporting sour fluid must be equipped with a functional H2S


scrubber to adequately control odor emissions or be a sealed tank.

IRP

The tank vent must be sealed during storage and during transport when
the truck is empty.

Note:

In British Columbia, the Oil and Gas Regulations of the Waste Management
Act, Section 5, s.s (3) states, after May 31, 1997, (a) during transportation,
tanks mounted on vehicles must be, (i) operated with control devices such that
the concentration of hydrogen sulphide at any vents or outlets is less than 10
parts per million by volume.

4.4.5

Fluid Hauling Company Worker Qualifications

IRP

Workers transporting sour fluids shall have valid H2S, WHMIS and TDG
certificates.

IRP

Workers operating fluid hauling trucks must have a valid license for the
province/territory of operation.

IRP

Workers must be trained in proper procedures and practices for


operating vehicles while transporting fluids.

Section 4.4

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WELL TESTING AND FLUID HANDLING


IRP

Workers must be properly trained in loading and unloading procedures


and practices.

IRP

Workers must be properly trained in the use of safety equipment used


in the course of the operation, including breathing equipment and
explosive monitoring devices.

4.4.6

Tank Truck Requirements to Transport Hydrocarbon Fluids Containing


Hydrogen Sulphide (H2s)

4.4.6.1

Transporting Fluid With 88 Ppm Hydrogen Sulphide Content or Less:


(Not TDG Sub-Class 6.1 (I))
Well fluid with a hydrogen sulfide saturated vapor concentration (H2S content)
of 0.088 moles / kilomole (88 ppm) or less is designated as SWEET for the
purposes of transportation. Fabricating specifications for equipment used to
haul sweet fluids are not as stringent as those required for fluids containing
H2S.
References/Links
Transport Canada TDG Regs, Part 3 (Classification)
Transport Canada TDG Regs, 7.33.1 (GrandFathering)
CSA B621, Selection & Use for TDG

Note:

In British Columbia, the Oil and Gas Regulations of the Waste Management
Act, Section 5, s.s (3) states, after May 31, 1997, (a) during transportation,
tanks mounted on vehicles must be, (i) operated with control devices such that
the concentration of hydrogen sulphide at any vents or outlets is less than 10
parts per million by volume.

4.4.6.2

Transporting Fluid With More Than 88 Ppm Hydrogen Sulphide


88 to 440 ppm H2S SVC:
440 to 4400 ppm H2S SVC:
4400 ppm or more H2S SVC:

TDG, Sub-Class 6.1, PG 111


TDG, Sub-Class 6.1, PG 11
TDG, Primary Class 6.1, PG 1

Well fluid with a hydrogen sulfide saturated vapor concentration (H2S SVC) of
more than 0.088 moles / kilomole (88 ppm) is designated as SOUR for the
purposes of transportation. Fabrication specifications and working pressures
become more stringent for well fluids at 440 ppm and again at 4400 ppm H2S.
References/Links
Transport Canada TDG Regs, Schedule II List II
Transport Canada TDG Regs, Part 3
Transport Canada TDG Regs, 7.33.1 (GrandFathering)
CSA B621, Selection & Use for TDG
Canadian Centre for Occupational Health & Safety (LC50 H2S)

Section 4.4

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Alberta Safety Codes Act
Boilers & Pressure Vessel Exemption Order
ASME Section VIII
ASME B31.3
4.4.6.3

Hydrocarbon Transportation: Class & Packing Group (Boiling Point,


Flash Point & Vapor Pressure)
TDG Class 3, Flammable Liquids, Packing Group I: Hydrocarbon mixtures with
an initial boiling point of 37.8o C (100o F) or less at an absolute pressure of
101.325 kPa (14.7 psi) are a Class 3, Packing Group I, flammable liquid for the
purposes of transportation.
TDG Class 2, Gasses Hydrocarbon mixtures with a Reid Vapor Pressure of
275 kPa (40 psi) or greater at 37.8o C (100o F) are gasses for the purposes of
transportation.

Note:

Reid Vapor Pressure is determined in a laboratory test. API gravity can be


readily measured in the field. C1-C7 content can also be indicative of
flammability. Flammability increases with increasing C1-C7 content. Fluid
analyses, if available, should be reviewed. Fluid and ambient temperatures
should also be considered.
References/Links
Transport Canada TDG Regs, Part 3
Transport Canada TDG Regs, Schedule VI, Part I (Class 3, Flammable
Liquids, Packing Group Test Methods)
Transport Canada TDG Regs, Schedule VI, Part III (Class 2, Gases, Reid
Vapor Pressure, Test Methods)
CSA B621, Selection & Use for TDG
Transport Canada TDG Regs, 7.33.1 (GrandFathering)
Alberta Safety Codes Act
Boilers & Pressure Vessel Exemption Order
ASME Section VIII
ASME B31.3

Section 4.4

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4.5

KEY WORDS AND PHRASES INDEX

4.5.1

Scope
This section of IRP Volume 4, Well Testing and Fluid Handling, provides an
alphabetical index to assist the user to find common words and phases used
in this IRP.

4.5.2

Key Words And Phrases Index


Key Word or Phrases
adequate lighthing
air entrainment
air supply system
API 6A

Page Number(s)
A
7, 49, 86, 88
41, 43, 68, 71, 89
14
21-31, 55-57, 60

back packs
bleed-off
breathing equipment

B
14, 53, 81
7, 14, 89
14, 19, 98

calibration
Canadian Petroleum Safety Council
CAODC
CAPP
Caution(s)
certified pressurized flowback tank
checklist
choke
circulating
closed system
coiled tubing unit operations
confined space
contingency plan
corrosion
critical sour

Section 4.5

C
23, 70
2,4
2, 85
2
7, 10, 16, 19, 22, 34, 42, 48, 51, 52,
69, 86 95
8, 39, 40
48 ,53-54, 66, 80-81, 83, 90
13,24, 41, 48, 50, 62, 64, 66-68, 71,
81-82
6, 36, 39, 48, 70, 71, 81, 85, 86, 87,
89, 90
8, 35, 39, 85, 93-94, 96-97
8, 41, 88
8, 35
16, 93
7, 19, 26-27, 52, 59, 64
13, 19, 36, 39, 53, 57, 67, 80, 90-91

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WELL TESTING AND FLUID HANDLING

Key Word or Phrases


DACC
darkness
daylight
definitions
drill stem test
Drilling and Completions Committee
drilling company

Page Number(s)
D
2, 4, 6, 55, 85, 92
49, 66, 88
48, 49, 66-67, 88
2, 7, 59, 61, 88, 97
2-5, 8, 10, 13, 17, 42, 46-53
2, 4, 6, 55, 92
8,53,54
E

egress packs
elastomers
emergency shutdown valve
employer
enclosed environment
environmental protection
equipment capacities
erosion
ESD
explosive

14
37, 62
57, 59
1, 8, 9, 11, 13, 46, 72
9, 15
14
58, 68
27, 64, 86
9, 34, 57, 59, 62, 66, 68, 81
11, 16, 17, 20-23, 38, 41-42, 44,
51, 85-87, 93, 98
F

first aid certificate


flammable limits
flare pits
flashback
flowing

16, 71, 91
20
36
41
10, 13, 20, 24, 34, 36, 39, 70, 85,
87, 90, 95
2-4, 8-10, 20, 23, 35, 36, 38, 39,
40, 48, 85, 88, 89, 90, 91, 95
2-4, 6, 8-13, 15-1 8, 23, 25, 32,
35-39, 41, 42, 46-49, 51-52, 54,
55, 59-60, 65- 66, 69-71, 85-90,
92-99
2

flowback
fluid

forward
G
gas

gas detection meter


gas detection monitoring
gas flares
gas sensors

Section 4.5

1, 3-6, 8-11, 13-15, 17-24, 25, 33,


35-44, 48, 49, 51-53, 59, 61, 62,
64, 66, 67, 69-71, 80-82, 85-90,
92, 94- 99
15, 20, 87, 89
20
35, 36
21, 22

Page 101

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WELL TESTING AND FLUID HANDLING

Key Word or Phrases

Page Number(s)
H

H2S

7-10, 12, 14, 16-19, 22, 24, 3334, 36, 39, 43, 46-47, 51-52, 3844, 48-49, 51-53, 59, 61-62, 64,
66-67, 69-71, 80-82, 85-90, 92,
94-99
8, 14, 22, 33, 36, 51, 59, 68, 70,
94
19, 22
8, 39, 94-95, 97
15
35, 67, 85, 88
7, 15-19, 32, 34, 36, 37, 38, 68,
85, 87, 93
9, 94
24, 25
39
23, 35, 87, 90
21, 22
9, 70
17, 18
24, 25, 89

H2S concentration
H2S environments
H2S scrubber
hauling companies
hazard assessment
hazards
high vapor pressure hydrocarbons
hydrates
hydrometers
ignition source
ignition temperature
inline test
inspections
introduction
J
K
L
LEL (lower explosive limits)
loading
local authority

20, 21, 22, 86


2, 3, 16, 87, 92-98
36, 44, 48, 64, 65
M

master valves
metallurgy
monitoring
MSDS sheets
mud can

56, 57
19
10, 16, 20-21, 23, 85-86, 89, 98
93
48
N

NACE
night time
non-certified pressurized storage
non-essential workers
NORM (Naturally Occurring Radioactive
Material

Section 4.5

7, 19, 39- 40, 51, 56, 59-62, 94,


66-67
66, 67
10, 39, 40
25, 44, 49, 67, 89
37

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WELL TESTING AND FLUID HANDLING

Key Word or Phrases

Page Number(s)
O

occupational exposure limit (OEL)


oil

10, 15
3-5, 7-8, 10-11, 13, 20, 37, 41,
52, 54, 65, 81, 85, 88, 90-91, 93,
99
10, 88, 90
15, 20, 36, 37-38, 44, 85-87, 89,
90
3, 8, 10, 20, 36, 48, 85
8, 10-12, 14-16, 24, 35,3 9-40,
49-50, 66, 68,72,85,88,92
35
21, 22 34 44 94 96

open system
open tank system
other flowbacks
owner
owner representative
oxygen
P
physically capable
pipe tally
PITS (Petroleum Industry Training Service)
positive pressure
PPE
pre-job equipment checklist (see checklist)
pre-job safety meeting
pressure piping
pressure rating
pressure test
pressure vessels
pressurized tank truck
procedures

produced fluids
program of operations
propane tanks
PSAC
pumping
purge

17 18
50
6, 47 71
33, 96-97
11, 87
24, 32, 34
69, 60, 66
50, 56, 59-63, 69, 72, 95
3, 25, 48, 50, 54, 57, 66-67
58-59, 64, 91, 94
95
2-4, 12, 16, 22, 32, 34, 37, 42,
44, 46-47, 50-51, 55, 60, 66, 68,
71, 72, 85, 89, 92-93, 95, 97-98
37-38, 69-70
16
65
2, 4, 71, 90
10, 23, 36, 39, 85-87, 89, 90
25, 34-35, 41-45, 69, 89, 94-96

Q
qualifications
qualified well testing person
qualified workers

Section 4.5

3, 11, 16, 46-47, 69, 71-72


69
15, 90

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WELL TESTING AND FLUID HANDLING

Key Word or Phrases

Page Number(s)
R

References
regulatory requirements
Reid vapor pressure
responsibilities
rig floor
rig pump

2-4, 18, 21, 24, 46, 62, 64


3, 14, 32, 36
9, 37
17, 18, 34, 47, 49,72
49, 50
23, 87, 90
S

SABA SCBA
safety service company
safety stairs
safety standby method
safety zone
scope
seamless pipe
self-contained breathing apparatus
service company
service contractor
shut in
signage
site representative
SITHP
sour

sour fluids
sour gas
sour service
spacing
spills
standards
start-up
stimulation
supervisor

Section 4.5

12, 14-15, 18, 33, 92


12, 17, 52
34
12, 33, 68
20, 86, 87, 89
2
25, 61
14, 33
11
14, 15, 41
9, 12, 68-69, 71, 87
15, 36, 87, 90
15, 20, 67, 89
12, 56-57, 67
1, 3-4, 12, 16-18, 21-23, 35-36,
38-38, 41, 44, 48-49, 51-52, 5760, 65, 68-70, 85-87, 90-97
38-39, 52, 92, 94, 96-97
18, 36, 39, 51-52, 85, 94
17-18, 51-52
40, 64
16, 93
2, 4, 32-34, 46, 55, 60, 62-63, 71
25, 45, 54, 66-67, 80, 86
4, 8, 10, 66, 85
15, 68, 70, 89

Page 104

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WELL TESTING AND FLUID HANDLING

Key Word or Phrases


supplied air breathing apparatus
swabbing

Page Number(s)
14, 33
10, 13, 39, 41, 45, 50, 70, 85, 8889, 91
42, 60, 69, 70, 85, 93-94, 98
50, 60

sweet
swivel joint
T
tank truck
tanks

48, 81, 94-97


3, 35,38-45, 59, 61, 65, 67-68,
70-71, 81, 86-87, 89, 90, 93, 9598
15, 32, 47, 71, 95, 97-99
49
48
2-4, 10-11, 14-15, 18-19, 22, 2425, 27, 34, 39, 41-42, 46-52, 5455, 57, 60, 64, 66-72, 90, 92-93,
95
4, 17, 20, 39, 48, 51, 72, 86, 92,
97-98
92

TDG
test line
test plug
testing

trained
transportation of fluids
U
UEL (upper explosive limits)
unloading

21
3, 16, 87, 92, 94-98
V

vapor density
vented to atmosphere

21
8, 10, 15, 20, 35-36, 38, 4, 87,
89, 90, 96
36
96

venting gas
venting tank trucks
W
waste manifest
water

15
12, 23-24, 33, 35, 37, 52, 54, 64,
67
18
10, 87, 89, 91
2-4, 10-11, 14,18-29, 24, 27, 34,
52, 55, 57, 60, 64, 68-71, 90, 93
18, 69-71, 90
55, 87
56, 57
14, 50
44, 56-58, 68, 86
18-19, 93
32,86

well designation
well killing operations
well testing
well testing workers
wellhead control
wellheads
wellsite owner
wing valve
worker safety
workwear
X
Y

Section 4.5

Page 105

2000/02

WELL TESTING AND FLUID HANDLING


Key Word or Phrases

Page Number(s)
Z

Section 4.5

Page 106

Delta-P Test Corp. Safety Handbook


Appendix G: Working Alone

19/06/01
38
C:\My Documents\Delta-P\Safety Programme\Safety Manual.doc

Delta-P Test Corp. Safety Handbook


Appendix H: Safety Meeting Forms

19/06/01
39
C:\My Documents\Delta-P\Safety Programme\Safety Manual.doc

Testing Division

Pre-Job Safety Meeting - Checklist


Drilling Co.

Date:

Location:
Operating Company:
Delta-P Rep:

Operating Co. Rep:


(x) Check applicable items discussed

1. General Instructions
Delta-P Safety Policy

Ropes, Chains & Cables

In Case of Injury

Power Driven Equipment

Safety Footwear

Use of Portable or Mobile in Restricted Areas

Emergency Plan

Respiratory Protective Equipment

Protective Clothing

Employee Responsibilities

Hoses & Cables

Reporting Accident/Incident

High Pressure/ Fittings

RX Hazard Glasses

Rotating Table / Packer Inflation

Hearing Protection

Smoking, Matches & Lighters

Hand Protection

Close Test Head Procedures

Eye and Face Protection

Open/Close Tool

Speed Limit

Mud Drop/Observation

Horseplay

Explosion Proof Flashlights

Leg Guards

Visitors

Vehicle Usage

Fire and Other Emergencies

Alcohol and Drugs

Compressed Air Hazard

Welding and Cutting

Loose Clothing

Grinding Tools

Unsafe Conditions

Parking Areas

Electrical Clearances

Improper Conduct

Ladders

Emergency Transportation

Static Electricity

Steam Hazards

Fire Prevention & Protection

Contact Lenses Hazard

Sandblasting

Handling and Lifting Materials

Painting

Safety Belts and Life Lines

Handling Pipes & Tool Handling

Page 1 of 1

2. Hazardous Product (Material Safety Data Sheet Manual)

Hydrogen Sulphide

Gasoline

Methyl Alcohol

Caustic

Propane or Butane

Glycols

Oils

Condensate

Oilfield Chemicals

Nitrogen

Acids

Others

Solvents

3. Fire and Safety Equipment Training Required

First Aid

Air Hood & Compressor

Portable or Wheeled Fire Extinguisher

TDG

Portable Combustible Gas Detection

O2 Indicator

Mechanical Ventilator

WHMIS

Cartridge and Dust Respirators

Confined Space

Hose Line Mask

Portable Toxic Gas Detection

H2S Alive

Others

4. Safety Equipment Received/Required

Health & Safety Rules Booklet for


Contractors/Consultants

Hearing Protection

Protective Clothing (Neoprene)

Eye Protection

Explosion Proof Flashlight

Work Gloves

Neoprene Safety Boots

Leg Protection

Roll Bars on Appropriate Mobile Equipment

Fire Retardant Clothing

Hard Hat and Liner

Page 2 of 2

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