Oil and gas industries including lower carbon energy - Cements and materials for well cementing - Part 5: Determination of shrinkage and expansion of well cement formulations (ISO 10426-5:2024)

This document provides the methods for the testing of well cement formulations to determine the dimension changes during the curing process (cement hydration) at atmospheric and elevated pressure and the stress generated by expansion in a confined environment under elevated temperature and pressure.

Öl- und Gasindustrie einschließlich kohlenstoffarmer Energieträger - Zemente und Materialien für die Zementation von Tiefbohrungen - Teil 5: Bestimmung der Schrumpfung und Quellung von Bohrloch-Zementmischungen (ISO 10426-5:2024)

Industries du pétrole et du gaz, y compris les énergies à faible teneur en carbone - Ciments et matériaux pour la cimentation des puits - Partie 5: Détermination du retrait et de l'expansion des formulations de ciments pour puits (ISO 10426-5:2024)

Le présent document fournit les méthodes d'essai des formulations de ciments pour puits afin de déterminer les variations de dimensions au cours du processus de vieillissement (hydratation du ciment), à pression atmosphérique et élevée, ainsi que l'expansion dans un environnement de confinement à température et pression élevées.

Naftna in plinska industrija, vključno z nizkoogljično energijo - Cementi in materiali za cementiranje vrtin - 5. del: Določevanje krčenja in širjenja cementnih mešanic za vrtine (ISO 10426-5:2024)

Ta dokument določa metode za preskušanje cementnih mešanic za vrtine, s katerimi se določijo spremembe mer med postopkom strjevanja (hidratacija cementa) pri atmosferskem in povišanem tlaku ter napetosti, ki jih povzroči širjenje v zaprtem okolju pri povišani temperaturi in tlaku.

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Published
Publication Date
01-Oct-2024
Current Stage
6060 - Definitive text made available (DAV) - Publishing
Start Date
02-Oct-2024
Completion Date
02-Oct-2024

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SLOVENSKI STANDARD
01-december-2024
Naftna in plinska industrija, vključno z nizkoogljično energijo - Cementi in materiali
za cementiranje vrtin - 5. del: Določevanje krčenja in širjenja cementnih mešanic
za vrtine (ISO 10426-5:2024)
Oil and gas industries including lower carbon energy - Cements and materials for well
cementing - Part 5: Determination of shrinkage and expansion of well cement
formulations (ISO 10426-5:2024)
Öl- und Gasindustrie einschließlich kohlenstoffarmer Energieträger - Zemente und
Materialien für die Zementation von Tiefbohrungen - Teil 5: Bestimmung der
Schrumpfung und Quellung von Bohrloch-Zementmischungen bei atmosphärischem
Druck (ISO 10426-5:2024)
Industries du pétrole et du gaz, y compris les énergies à faible teneur en carbone -
Ciments et matériaux pour la cimentation des puits - Partie 5: Détermination du retrait et
de l'expansion des formulations de ciments pour puits (ISO 10426-5:2024)
Ta slovenski standard je istoveten z: EN ISO 10426-5:2024
ICS:
75.180.10 Oprema za raziskovanje, Exploratory, drilling and
vrtanje in odkopavanje extraction equipment
91.100.10 Cement. Mavec. Apno. Malta Cement. Gypsum. Lime.
Mortar
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EN ISO 10426-5
EUROPEAN STANDARD
NORME EUROPÉENNE
October 2024
EUROPÄISCHE NORM
ICS 75.020; 91.100.10 Supersedes EN ISO 10426-5:2005
English Version
Oil and gas industries including lower carbon energy -
Cements and materials for well cementing - Part 5:
Determination of shrinkage and expansion of well cement
formulations (ISO 10426-5:2024)
Industries du pétrole et du gaz, y compris les énergies Öl- und Gasindustrie einschließlich kohlenstoffarmer
à faible teneur en carbone - Ciments et matériaux pour Energieträger - Zemente und Materialien für die
la cimentation des puits - Partie 5: Détermination du Zementation von Tiefbohrungen - Teil 5: Bestimmung
retrait et de l'expansion des formulations de ciments der Schrumpfung und Quellung von Bohrloch-
pour puits (ISO 10426-5:2024) Zementmischungen bei atmosphärischem Druck (ISO
10426-5:2024)
This European Standard was approved by CEN on 22 September 2024.

CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this
European Standard the status of a national standard without any alteration. Up-to-date lists and bibliographical references
concerning such national standards may be obtained on application to the CEN-CENELEC Management Centre or to any CEN
member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by
translation under the responsibility of a CEN member into its own language and notified to the CEN-CENELEC Management
Centre has the same status as the official versions.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Croatia, Cyprus, Czech Republic, Denmark, Estonia,
Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway,
Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and
United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION

EUROPÄISCHES KOMITEE FÜR NORMUNG

CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2024 CEN All rights of exploitation in any form and by any means reserved Ref. No. EN ISO 10426-5:2024 E
worldwide for CEN national Members.

Contents Page
European foreword . 3

European foreword
This document (EN ISO 10426-5:2024) has been prepared by Technical Committee ISO/TC 67 "Oil and
gas industries including lower carbon energy" in collaboration with Technical Committee CEN/TC 12
“Oil and gas industries including lower carbon energy” the secretariat of which is held by NEN.
This European Standard shall be given the status of a national standard, either by publication of an
identical text or by endorsement, at the latest by April 2025, and conflicting national standards shall be
withdrawn at the latest by April 2025.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CEN shall not be held responsible for identifying any or all such patent rights.
This document supersedes EN ISO 10426-5:2005.
Any feedback and questions on this document should be directed to the users’ national standards
body/national committee. A complete listing of these bodies can be found on the CEN website.
According to the CEN-CENELEC Internal Regulations, the national standards organizations of the
following countries are bound to implement this European Standard: Austria, Belgium, Bulgaria,
Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland,
Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Republic of
North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland, Türkiye and the
United Kingdom.
Endorsement notice
The text of ISO 10426-5:2024 has been approved by CEN as EN ISO 10426-5:2024 without any
modification.
International
Standard
ISO 10426-5
Second edition
Oil and gas industries including
2024-09
lower carbon energy — Cements
and materials for well cementing —
Part 5:
Determination of shrinkage
and expansion of well cement
formulations
Industries du pétrole et du gaz, y compris les énergies à faible
teneur en carbone — Ciments et matériaux pour la cimentation
des puits —
Partie 5: Détermination du retrait et de l'expansion des
formulations de ciments pour puits
Reference number
ISO 10426-5:2024(en) © ISO 2024

ISO 10426-5:2024(en)
© ISO 2024
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii
ISO 10426-5:2024(en)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Determination of shrinkage or expansion under conditions of free access to water at
atmospheric pressure — Annular ring test . 2
4.1 General .2
4.2 Apparatus .2
4.2.1 Mould .2
4.2.2 Water curing bath .4
4.2.3 Temperature-measuring system .4
4.2.4 Atmospheric-pressure consistometer .5
4.2.5 Micrometer .5
4.3 Procedure .5
4.3.1 Preparation of the mould .5
4.3.2 Preparation of slurry .6
4.3.3 Filling of the mould .6
4.3.4 Test period .6
4.4 Measurement and calculations .7
5 Determination of shrinkage or expansion under impermeable condition at atmospheric
pressure — Annular ring test in a re-sealable bag. 9
5.1 General .9
5.2 Apparatus .9
5.2.1 General .9
5.2.2 Re-sealable bag .10
5.3 Procedure .10
5.4 Measurement and calculations .10
6 Determination of bulk shrinkage or expansion under impermeable condition and
atmospheric pressure — Membrane test . 10
6.1 General .10
6.2 Apparatus .11
6.2.1 Membrane .11
6.2.2 Water curing bath .11
6.2.3 Temperature-measuring system .11
6.2.4 Electronic scales .11
6.3 Procedure .11
6.3.1 Preparation of the membrane .11
6.3.2 Preparation of slurry .11
6.3.3 Filling of the membrane .11
6.3.4 Curing .11
6.4 Measurement and calculations . 12
Annex A (informative) Determination of stress generated by expansion at elevated pressure
and temperature . 14
Annex B (informative) Determination of shrinkage or expansion under conditions of free
access to water at elevated pressure — Annular ring test . .20
Bibliography .22

iii
ISO 10426-5:2024(en)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
has been established has the right to be represented on that committee. International organizations,
governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely
with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO document should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 67, Oil and gas industries including lower
carbon energy, Subcommittee SC 3, Drilling and completion fluids, well cements and treatment fluids, in
collaboration with the European Committee for Standardization (CEN) Technical Committee CEN/TC 12, Oil
and gas industries including lower carbon energy, in accordance with the Agreement on technical cooperation
between ISO and CEN (Vienna Agreement).
This second edition cancels and replaces the first edition (ISO 10426-5:2004), which has been technically
revised.
The main changes are as follows:
— addition of the Introduction, with background information on expansion and shrinkage;
— addition of annular ring test under impermeable conditions at atmospheric pressure;
— inclusion of an informative annex describing a method to determine the stress generated by expansion
under confined conditions at elevated temperature and pressure;
— inclusion of an informative annex describing the annular ring test at elevated pressure.
A list of all parts in the ISO 10426 series can be found on the ISO website.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.

iv
ISO 10426-5:2024(en)
Introduction
When Portland cement reacts with water, there is an overall reduction in the absolute volume of components:
V + V > V (1)
c w ch
where
V is the volume of cement;
c
V is the volume of water;
w
V is the volume of cement hydrates.
ch
In this document the absolute volume decrease [(V + V ) − V ] is referred to as hydration shrinkage,
c w ch
although in other documents it can also be referred to as chemical shrinkage, total chemical contraction, or
hydration volume reduction.
Depending on the exposure conditions, presence of external stresses during setting and, most importantly,
access to external water, the hydration shrinkage may lead to bulk shrinkage of the set cement.
The change in the sample dimensions is referred to as bulk shrinkage or expansion. Bulk shrinkage and
expansion of the cement refer to the result of the measurement of a linear dimensional change or volume
change. The volume to which all volume changes are related is the volume of the slurry immediately after
mixing and emplacement in the experimental equipment. For small values of shrinkage or expansion,
typically the case in well cement systems, the fractional volume dimensional change can be approximated as
3 times the fractional linear dimensional change.
Bulk shrinkage may cause:
— formation of a micro-annulus, potentially affecting cement evaluation logs;
— loss of zonal isolation leading to crossflow or sustained casing pressure;
— lack of a hydraulic seal when using cement inflatable packers;
— poor sealing of abandonment plugs.
Additives are available that can overcome the effects of hydration shrinkage and generate bulk expansion
of set cement. In plug applications, bulk expansion of cement generates stress at the cement-rock or cement-
formation interface. A method of measuring the stress generated by expansion in a plug-type geometry is
given in Annex A.
In this document, SI units are used; and where practical, U.S. customary units are included in brackets for
information.
This document is based on API Technical Report 10TR 2.

v
International Standard ISO 10426-5:2024(en)
Oil and gas industries including lower carbon energy —
Cements and materials for well cementing —
Part 5:
Determination of shrinkage and expansion of well cement
formulations
1 Scope
This document provides the methods for the testing of well cement formulations to determine the dimension
changes during the curing process (cement hydration) at atmospheric and elevated pressure and the stress
generated by expansion in a confined environment under elevated temperature and pressure.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content constitutes
requirements of this document. For dated references, only the edition cited applies. For undated references,
the latest edition of the referenced document (including any amendments) applies.
API Specification 10A, Cements and Materials for Well Cementing
API Recommended Practice 10B-2, Recommended Practice for Testing Well Cements
3 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminology databases for use in standardization at the following addresses:
— ISO Online browsing platform: available at https:// www .iso .org/ obp
— IEC Electropedia: available at https:// www .electropedia .org/
3.1
bulk expansion
increase in the external volume or dimensions of a cement sample
3.2
bulk shrinkage
decrease in the external volume or dimensions of a cement sample
3.3
CEA
cement expansion additive
additive used in a cement slurry formulation to provide bulk expansion (3.1), or reduce bulk shrinkage (3.2)
3.4
hydration shrinkage
difference in the volume between the hydration products and the volume of the dry cement, additives and water

ISO 10426-5:2024(en)
3.5
radial interface stress
stress generated at the interface between the set cement and casing or borehole wall due to bulk shrinkage
(3.2) or bulk expansion (3.1) of the cement
3.6
UCA
ultrasonic cement analyser
instrument used for the non-destructive sonic determination of compressive strength of cement
4 Determination of shrinkage or expansion under conditions of free access to water
at atmospheric pressure — Annular ring test
4.1 General
The annular expansion mould is a device suitable for measuring only the linear bulk shrinkage or expansion
properties of a cement formulation. The magnitude of expansion depends on the amount and type of
expanding agent, cement powder, slurry design and curing condition (pressure, temperature, time, fluid
access). It should be noted that expansion is strongly affected by boundary conditions. The chemical process
of synthetic mineral growth is strongly controlled by the state of stress and growth tends to occur relatively
more in low stress locations, for example, in pore spaces within the cement matrix. Therefore, the degree
of cement shrinkage and expansion is dependent on several conditions, not all of which can be uniquely
defined. The test does not fully represent the annulus of a well.
A method for determining the shrinkage or expansion at pressures above atmospheric pressure is given in
Annex B.
4.2 Apparatus
4.2.1 Mould
4.2.1.1 General
Use corrosion-resistant material (e.g. stainless steel). The outer diameter (OD) of the internal ring shall be
50,8 mm ± 0,3 mm (2,0 in ± 0,01 in) and the OD of the external ring shall be 88,9 mm ± 0,3 mm (3,5 in ± 0,01
in). See Figures 1, and 2.
Key
1 bottom plate
2 inner and outer rings placed on the top plate (step d of 4.3.1)
Figure 1 — Typical mould assembly

ISO 10426-5:2024(en)
Dimensions in millimetres (inches)
a) Base b) Lid
c) Internal ring d) Annular ring mould
e) External ring f) Spacer block
Figure 2 — Schema of typical mould assembly parts

ISO 10426-5:2024(en)
4.2.1.2 Mould verification
The resilience of the ring of the mould shall be verified annually. If the ring is dropped or damaged during
use, then the resilience shall be verified. The resilience shall be such that the mass of 1 000 g ± 1 g applied
as shown in Figure 3 shall increase the distance between the two steel measurement balls (see Figure 8)
by 2 mm ± 0,3 mm (0,078 7 in ± 0,011 8 in) without permanent deformation. The load shall be applied
perpendicular to the gap (90°). The readings shall be repeated at least three times to obtain an average
value with a standard deviation of 0,05 mm (0,002 in).
Dimensions in millimetres (inches)
Key
1 ring
2 mass, 0 g
3 mass, 1 000 g ± 1 g
Figure 3 — Schema of a calibration measurement of the ring — Resilience test
4.2.1.3 Spacer block
The spacer block shall be used only in the case of shrinkage measurement. It is used to slightly increase the
diameter of the outer ring prior to slurry-pouring and to measure shrinkage by removing it once the cement
has set. The dimensions of the block shall be (3,2 mm ± 0,1 mm) × (6,4 mm ± 0,1 mm) (0,125 in × 0,25 in) and
22,0 mm (0,866 in) tall; see Figure 2. To ensure that the spacer block’s thermal expansion properties are the
same as those of the expandable outer ring, the block shall be made of the same material as the mould (e.g.
stainless steel).
4.2.2 Water curing bath
A curing bath or tank having dimensions suitable for the complete immersion of a mould(s) in water and
which can be maintained within ±2 °C (±3 °F) of the prescribed test temperature shall be employed. The
curing bath is an atmospheric-pressure apparatus (bath) for curing specimens at a temperature of up to
88 °C (190 °F). It shall have an agitator or circulating system.
4.2.3 Temperature-measuring system
The temperature-measuring system shall be calibrated to an accuracy of ±1 °C (±2 °F). Calibration shall be no
less frequent than quarterly. The procedure described in API Recommended Practice 10B-2 should be used.

ISO 10426-5:2024(en)
4.2.4 Atmospheric-pressure consistometer
The atmospheric-pressure consistometer shall meet the requirements of the apparatus defined in API
Specification 10A.
4.2.5 Micrometer
A micrometer with a digital step of 0,001 mm (0,000 05 in) or smaller shall be used to measure the separation
of the measurement balls. The micrometer shall be calibrated to an accuracy of ±0,005 mm (0,000 2 in) no
less frequently than annually.
4.3 Procedure
4.3.1 Preparation of the mould
The assembled moulds shall be watertight to avoid leakage. The interior faces of the moulds and contact
surfaces of the
...

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