Api q1 and iso ts 29001 a case study in successful collaboration
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API Q1 and ISO/TS 29001 A Case Study in Successful Collaboration. Stacey Hagen, Drilling Materials Sr. QA Advisor – OCTG Lead Chair, API Subcommittee on Quality. Overview. ExxonMobil Background ExxonMobil’s standards strategy API Q1/ISO 29001 Case Study Conclusions. Company Background.

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API Q1 and ISO/TS 29001 A Case Study in Successful Collaboration

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API Q1 and ISO/TS 29001 A Case Study in Successful Collaboration

Stacey Hagen, Drilling Materials Sr. QA Advisor – OCTG Lead

Chair, API Subcommittee on Quality


  • ExxonMobil Background

  • ExxonMobil’s standards strategy

  • API Q1/ISO 29001 Case Study

  • Conclusions

Company Background

  • Formed in 2000 as the result of the merger of Exxon and Mobil corporations

  • Now the world’s largest publicly owned oil company

  • 2006 net income of $39 billion US:

    • Total liquid and gas production available for sale was 4.2 million oil-equivalent barrels per day

    • Refinery throughput of 5.6 million barrels per day

  • On March 30, 2007 announced participation in China’s first fully integrated refining, petrochemical and fuels marketing joint venture with foreign participation

    • Agreement between Sinopec, Fuijan Province, ExxonMobil and Saudi Aramco

Standards Strategy

  • ExxonMobil has long been active in national and international standardization

    • Member of the American Petroleum Institute (API), the leading oil industry standards developing organization since 1919

    • Chairman and CEO Rex Tillerson currently serves as Chairman of the API Board

    • Involvement in ISO activities since 1947, providing the chair of TC28, “Petroleum Products and Lubricants” since its inception and holding a variety of other positions in TC28 as well as TC67, “Oilfield Equipment, Materials, and Offshore Structures” and TC193, “Natural Gas”

Standards Strategy

  • Participation is based on business / industry need

    • Resource cost assessed against standards added value

    • Standards value – combination of business benefits, priority, and spend

    • Provide leadership where ExxonMobil has resources and expertise

  • Standardization – vehicle to improved performance

    • Improved safety

    • Improved reliability

    • Reduce costs and enhanced supplier base

Standards Strategy

  • ExxonMobil participation in Upstream oil & gas

    • 50 technical professionals actively participate on API/ISO committees

    • Annual prioritization of standards activities and proposals

    • Steering team reviews accomplishments and forward plans

Steering Team



Floating Structures

Completion Equipment


Subsea & Flexibles


Drlg Equipment & Riser

Coiled Tubing

Drilling Fluids

Subsea - Wellheads

Civil / LNG

Fixed Structures

Well Control

Derricks, Wind Loads

OCTG & Line Pipe

Drilling & Servicing Equipment



Germany ISO Coordination

Field Bus Design (Process Instruments)

Fire & Blast & Platform Reassessment

API Q1/ISO TS 29001 Case Study

  • API has been developing standards since 1923 and is recognized as “de facto” international standards1

  • Industry undergoes tremendous transformation and growth:

    • 1970’s North Sea Discoveries, 1980’s frontier areas including China, Africa, Middle East

  • TC 67 reactivated in 1989, API assumes secretariat on behalf of ANSI in 1995

    1“Standards & Competitiveness: Coordination for Results removing Standards-Related Trade Barriers Through Effective Collaboration”, US DOC report, May 2004.

API Q1/ISO TS 29001 Case Study

  • API Q1, “Specifications for Quality Systems” first published in 1985, two years prior to initial publication of ISO 9000 series

  • API Q1 and API product specifications form the basis of API’s Monogram Program

    • API Monogram Program is the leading industry conformity assessment program, with 2120 licensed facilities worldwide

    • China has largest number of licenses issued to date, 560

API Q1/ISO TS 29001 Case Study

  • Why does oil and gas industry need more than ISO 9001:2000?

    • Failure of goods and services can have severe consequences

    • Need for consistency in manufacturing

  • API Q1 contains 9001 text in its entirety and 45 additional requirements

    • Control Features

    • Independent Design Review

    • Final Acceptance Inspection

API Q1/ISO TS 29001 Case Study

  • Oil industry determined need for a sector-specific solution similar to automotive

    • Standard to be developed in liaison with the TC 176 to ensure harmonization

  • Q1 was recognized as model for an international sector-specific document so that final API and ISO standards would be identical

API Q1/ISO TS 29001 Case Study

  • How best to align API Q1 and ISO as a sector specific quality standard?

    • API’s Subcommittee on Quality proposed a NWI to align a revision of API Q1 and the development of sector specific quality requirements in March, 2002

    • Draft Technical Specification January 2003

    • Publication June 2003

API Q1/ISO TS 29001 Case Study

  • One standard accepted globally

  • One assessment / certification body accepted globally

    • Ensures consistency in audits

    • Eliminates variances in interpretations

  • Prerequisite for doing business

API Q1/ISO TS 29001 Case Study

  • Conclusions:

    • API and ISO can work together successfully if the vision and commitment is agreed at the project’s onset

    • ExxonMobil and the international Oil and Gas industry will continue to push frontier boundaries in the search for oil and gas, requiring more stringent quality assurance requirements

    • API Q1/ISO TS 29001 will continue to help the oil and gas industry ensure consistency in manufacturing and reliability of products.

Xie Xie (Thank you)

Contact Information:

Stacey Hagen

Drilling Materials Sr. QA Advisor – OCTG Lead

ExxonMobil Global Service Company

16945 Northchase Dr

Houston, TX 77060

[email protected]

API – www.api.org, [email protected]

ISO – www.iso.org, [email protected]

Back-Up Slide


API Spec Q1 Specification for Quality Programs for the Petroleum, Petrochemical and Natural Gas Industry

ISO TS29001Petroleum, Petrochemical and Natural Gas Industries – Sector Specific Quality Management Systems – Requirements for Product and Service Supply Organizations

NWINew Work Item

TCTechnical Committee

Back-Up Slide

Example clause – ensures that documented methods are available for audit

Back-Up Slide

Example clause – ensures independent review of designs

Back-Up Slide

Example clause – ensures final acceptance inspection of product

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