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04 – Backlog: missing data, errors and open decisions

Source: OCP Design Specification Universal Quick Disconnect (UQD) v2.0.0 (effective 2026-09-22). Related: 02-Parameters.md · 03-Tests.md · 07-Symbols.md

ID system

Prefix Category Meaning
MD-xxx Missing data A value, method or criterion is missing in the specification
ER-xxx Error Factual error, contradiction, calculation error or wrong cross-reference in the specification
ED-xxx Editorial Spelling, numbering or label; does not affect test results
BS-xxx Decision Internal decision required before test start
DOC-xxx Own documents Correction in our own files (01–07)

Priority: H = blocks test or acceptance · M = affects interpretation or report · L = cosmetic Status: Open / In progress / Closed


Summary

Category Count Of which H
MD – Missing data 32 5
ER – Errors 14 2
ED – Editorial 14 0
BS – Decisions 9 5
DOC – Own documents 6 0

MD – Missing data

ID Ref Description Affects Prio Proposal / action Status
MD-001 §9.1.1 "Minimum proof pressure" is used to set the max test pressure for burst ("3× min proof pressure") but is not defined anywhere. 9.1.1 H Probably 3 × max operating pressure = 300 psi (= min burst), which would make the test a "pass at 300 psi" test rather than a test to failure. Confirm with OCP or customer. Open
MD-002 Table 6, §9.1.4 Min/max for the pressure drop coefficients A and B are missing ("planned review"). 9.1.4 M Report A, B without acceptance. Accept on Cv only. Open
MD-003 Table 6 note 2 Max coupling force applies to UQDB only. For handmate UQD no limit exists, even though 9.1.3 is to be run. 9.1.3 H Define an internal limit for UQD, or report without acceptance (N/A). Open
MD-004 §9.1.3 Disconnect force is to be "minimized" but has neither test method nor limit. 9.1.3 L Preferably measure in the same cycle and report as information. Open
MD-005 §9.1.2 The number of couplings per sample in fluid loss is not stated. The specification refers only to ISO 18869 §12. 9.1.2 M Take the number of cycles and measurement method from ISO 18869 §12. Document in the protocol. Open
MD-006 §9.1.4 SG (specific gravity) in the Cv formula is not stated for the test medium. 9.1.4 L Use SG for water at the measured temperature (≈ 0.997 at 25 °C) or 1.0. State the choice in the report. Open
MD-007 §9.1.4, Table 6 Max Cv is in Table 6, but the test description only requires min Cv to be reported. It is not clear how Max Cv is to be verified. 9.1.4 M Evaluate Cv at rated flow against both min and max. Open
MD-008 §9.2.1, §9.2.2 The number of temperature cycles is not stated. The specification describes a sequence (cold 72 h → hot 72 h → RT) but not whether it is repeated. 9.2.1, 9.2.2 H Interpret as 1 cycle unless confirmed otherwise. Open
MD-009 §9.1.5, §9.2.1, §9.2.2 Temperature tolerances are missing (60 °C, −40/+70 °C, +5/+65 °C). Only 9.1.4 has a tolerance (25 ± 5 °C). 9.1.5, 9.2.x M Set an internal tolerance, e.g. ± 2 °C for chamber and ± 3 °C for fluid. Open
MD-010 §9 Helium leak test: leak rate limit (mbar·L/s) and method (sniff/vacuum) are missing. The test is optional but has no acceptance criterion. B1, B3 M Define an internal limit, or use the helium test for screening only. Open
MD-011 §9.2.3 Mechanical cycling at 2.75 bar(g): it is not clear whether the pressure is to be on both halves, whether it is static or under flow, or how it is to be reset between cycles. 9.2.3 H Interpret as static pressure on both sides, by analogy with 9.1.3. Confirm. Open
MD-012 §9.2.3 No requirements on fluid loss or force during or after 5000 cycles. Only a hydrostatic test afterwards. 9.2.3 L Preferably measure force and fluid loss after 5000 cycles as information. Open
MD-013 §9.2.2 "Nominal engagement" is not defined for handmate UQD. For UQDB/Hybrid it is interpreted as nominal mated length. 9.2.2 M UQD: fully latched. UQDB/Hybrid: nominal length per Figure 4. Open
MD-014 §9.1.3, §9.2.3, Table 4 "Max radial misalignment (SA)": unclear whether it means 1.00 mm (nominal) or 1.30 mm (upper tolerance +0.30). 9.1.3, 9.2.3 H Test at 1.30 mm (worst case), or confirm 1.00 mm. Open
MD-015 §9.1.4 tare table Tare adapters are given only for stud-to-stud ("UQDB/UQDH"). For UQD socket with hosebarb, the tare geometry is missing. 9.1.4 UQD M Use the hosebarb adapters in the specification's example. Prepare an own tare with the same hose length and the same hose clamps. Open
MD-016 §6.2.2, Table 1 Mated length for handmate UQD is not tabulated, since it depends on the latch mechanism. Fixtures L Measure and document own values. Open
MD-017 §7.5 Hosebarb geometry (UQD socket) is left to the supplier. Hose type, ID tolerance and clamping for test are not stated. 9.1.4, 9.1.5, 9.2.x M Fix a standard hose (reinforced EPDM) and clamping method for all tests. Open
MD-018 Table 6 Storage life of 5 years and service life of 10 years have no verification method (ageing, ozone, compression set). – L Refer to material data or accelerated ageing. Outside the test plan. Open
MD-019 §9.1.3 Test medium "air or water". The choice affects the force, but it is not stated which one is to be used or reported. 9.1.3 M Choose one medium for all sizes and state it in the report. Open
MD-020 §15.3 The report templates have no fields for 9.2.4 (hydrostatic test) or for the helium test. Report M Add own rows to the report template. Open
MD-021 §9.1.4 tare table It is not clear what "Diameter D" refers to. The value is larger than the hose ID (e.g. 9.88 mm for size 02 with 6.35 mm hose), so it is probably the outside diameter, not the bore. 9.1.4 tare L Interpret as outside diameter. The tare adapter bore should be equal to or larger than the hose ID. Open
MD-022 §9.1.5 Dwell times per cycle are missing: how long the coupling is to stay mated and unmated between connects and disconnects. 9.1.5 M Mated until flow is stable at 2× rated (≥ 5 s); unmated until pressure at C is stable (≥ 5 s). Open
MD-023 §9.1.5 Hose ID for the circuit is not stated (L < 5·ID presupposes it), nor whether UQDB is to be run with SA offset or which half is to move. 9.1.5 M Same hose ID as 9.1.4. UQDB coaxial at hard-stop. Plug moving, socket fixed. Open
MD-024 §9.1.5 It is not clear whether the "pressure spike ≤ 30 psi" limit is a requirement on the set-up or an acceptance criterion for the coupling. Measurement method and sampling frequency for the spike are also missing. 9.1.5 M A cycle with a spike > 30 psi counts as invalid and is rerun after adjustment. Pressure transducer ≥ 1 kHz. Open
MD-025 §9.1.5 "Leakage" and "seal washout" are not defined, and no method is given for checking the seals after the test. The boundary against normal fluid loss at disconnect (9.1.2) is unclear. 9.1.5 M Definition per 06-Seal_Washout §8.1. Visual inspection and photo of seals before and after. Open
MD-026 §7, Figures 7–10 No drawing standard is stated (ASME Y14.5 or ISO GPS). The symbols Ⓔ (envelope), TSC and the .000 datum, general tolerances for untoleranced dimensions and the projection method are not defined. Dimension inspection, conformity statement M Interpret per ASME Y14.5 (inch/US origin of the drawings). Confirm with OCP. See 07-Symbols §1. Open
MD-027 NOTE 2 (Tables 1–4) "32Ra MAX" has no unit. 32 µin (0.8 µm) is likely; 32 µm would be unreasonably rough for a sealing surface. Surface inspection of sealing surfaces M Inspect against Ra ≤ 0.8 µm (32 µin). Confirm. Open
MD-028 §9.1.5, Figure 14 Pressure gauge D (downstream of the QD) is in the figure but is not mentioned in the test process. It is not clear which transducer (C or D) is to measure the pressure spike at disconnect. 9.1.5 M Log both C and D at ≥ 1 kHz. Assess the spike on the pressurized side. See MD-024. Open
MD-029 §6.2.1, Figure 5 "Approach angle" for blindmate has no max value. The specification only says the angle is to be minimized. UQDB fixtures L Run the tests coaxially. State any internal limit in the fixture drawing. Open
MD-030 Table 6 note 5 The term "L10" is used without definition (low-temperature exposure with fluid). 9.2.1 L Ask OCP what L10 refers to. Does not affect the test as long as 9.2.1 is run with air. Open
MD-031 Figure 8 "2XØG" indicates two features with diameter G, but it is not stated which two surfaces are meant (flange and/or shoulder). G bounds the latch space (§7.1.1). Dimension inspection, latch compatibility L Interpret as the locking flange and the shoulder at Q. Confirm with OCP. Open
MD-032 §9.1.5, Figure 14 The specification gives no engagement length for the pair in the actuator and does not say which half is moved. Valve stroke S is REF only (ER-013) and the handmate plug position depends on the latch (MD-013). The actuator stroke (proposal: engagement length + 10 mm) and the time per connect/disconnect cannot be calculated. 9.1.5 fixture and actuator M Measure the engagement length on the sample and set the stroke from that. In the interactive page the right-hand half moves; this is a drawing choice, not a requirement. Open

ER – Errors / contradictions

ID Ref Description Affects Prio Proposal / action Status
ER-001 Table 6 The force/pressure scaling factors do not agree between N/bar and lbf/psi for 04, 06 and 08 (about 10 % deviation). Recalculated: 9.62 N/bar = 0.149 lbf/psi (spec 0.164), 16.06 N/bar = 0.249 lbf/psi (spec 0.274) and 24.00 N/bar = 0.372 lbf/psi (spec 0.409). Only 02 agrees (3.47 N/bar = 0.054). 9.1.3 acceptance H The limit at 6.89 bar differs by up to 15 N, e.g. UQDB08 300.4 N (N/bar) versus 315.4 N (lbf/psi). Use N/bar (conservatively lower) for now and report to OCP. Open
ER-002 §9.1.1 vs §15.3.3 The text says burst mated applies to UQD only, but the test template has a "Mated" row for all. 9.1.1 M Follow the text: no mated burst for UQDB. Write N/A in the template. Open
ER-003 §9 vs §10 Both sections refer to ISO 18869 for sample size, but state 5 and 3 respectively. Sample size L Keep 5 for verification and 3 for cross-verification per the respective section. Open
ER-004 §15.3.3 9.1.4 Pressure drop is stated in "psi(g)" (gauge pressure). Differential pressure should be stated in psi (psid). 9.1.4 report L Report in psid. Open
ER-005 §15.3.3 9.1.4 vs §9.1.4 The template states flow in GPM, but the curve fit (A, B) is to be done in L/min and Cv with GPM. Mixed units in the same table. 9.1.4 M Log in L/min and convert to GPM for Cv. State both in the report. Open
ER-006 §9.2.3 vs §9.1.3 The test pressure 40 psi is given as 2.75 bar(g) in 9.2.3 but as 2.76 bar(g) in 9.1.3 (40 psi = 2.758 bar). 9.2.3 L Use 2.76 bar(g). Open
ER-007 §7.4 The text says "Physical features of the UQDB socket…" but the section and Figure 10 refer to the UQDB plug. Dimensions M Read as UQDB plug. Open
ER-008 §6.2.1, Figure 4 The hybrid tolerances are asymmetric for 04 (−0.5/+0.4), 06 (−0.5/+0.4) and 08 (−0.5/+0.4), while 02 is ±0.45 and all UQDB are ±0.5. Possibly a rounding error. Fixture, 9.2.2 L Verify against the tolerance chain. Use the table values. Open
ER-009 Table 1, Table 3 Dimension C for 06/08 is given as an interval [MIN, MAX], but the tolerance column says ±0.025. Dimensions L The interval applies to 06/08 and ±0.025 to 02/04. Open
ER-010 §15.3.1 The verification report checklist lacks 9.2.4 even though the test is included twice in the sequence (Figure 12). Report M See MD-020. Open
ER-011 §15.3.3 9.2.3 The template for mechanical cycling has the rows "Plug/Socket", but the test is performed on pairs. The hydrostatic test afterwards can be done both unmated and mated. 9.2.3 report H Define what P/F per row means: plug and socket respectively unmated in 9.2.4 after cycling, plus an added mated row. Open
ER-012 §3 The version table states release June 2026, but the document is effective 2026-09-22. Traceability L Refer to "v2.0.0, effective 2026-09-22". Open
ER-013 Table 1, §7.1, §15.1 Dimension S is labelled both "Smax" and "REF" in Table 1, while §15.1 calls it a max dimension and Tables 2–4 show (S) without a value. It is unclear whether S is a controlled limit or reference only. Dimension inspection, coupling to full position L Treat S as reference, but measure stroke at the pre-check as information. Open
ER-014 §9.1.5 Test Setup step 5 vs Test Process steps 1–2 Test Setup step 5 stops the circulator before the QD is reconnected (step 6). Test Process step 1 then assumes the circulator is already on, and step 2 says to "turn circulator on" again. It is not stated when the pump is restarted, or whether the first connect after setup is made with the pump off. 9.1.5 L Restart the pump at T1 with the QD mated, then check flow. Count only connects/disconnects made with the pump running as test cycles. Open

ED – Editorial

ID Ref Description Prio Status
ED-001 Table 3, Table 4 The row labels say "UQD02 … UQD08" but should be "UQDB02 … UQDB08". L Open
ED-002 §15.3.3 "Subtest 9.2.1 – Operational Temperature Cycling" should be 9.2.2. L Open
ED-003 §6, Figures 1–3 The figure order is reversed: Figure 2 (UQD) comes before Figure 1 (UQDB). L Open
ED-004 §9.1.4 tare table The term "UQDH" is used but not defined in §4 (probably means UQD handmate). L Open
ED-005 Table 1 The note numbering skips NOTE 3 (1, 2, 4). L Open
ED-006 Table 2 JJ for UQD08 is written as "10◦" instead of "10°". L Open
ED-007 §15.2.1, Figure 16 Zone 4 and zones 4a/4b are given different acceptance (Table 10: 4a/4b ≤ 0.3 mm², 4 ≤ 1.0 mm²). The boundary between 4 and 4a/4b is unclear. L Open
ED-008 §9.1.4 Figure 13 The figure shows a section labelled "L6" that is missing from the key (L1–L5). L Open
ED-009 Table 6 The units of the scaling factor are written "N(bar)" and "lbf(psi)" instead of N/bar and lbf/psi. The parenthesis form clashes with the convention bar(g)/psi(g). L Open
ED-010 Figure 14 The abbreviations WHA, PSIG and LPM are not defined in §4. L Open
ED-011 Table 3, Table 4 NOTE 7 means different things in Table 3 (non-standard zone) and Table 4 (self-alignment). L Open
ED-012 §9.1.4 Figure 13 The figure shows pressure gauge and flow meter symbols that are missing from the key (1–4). L Open
ED-013 §14 Standards cited in the text are missing from the reference list: ASTM E493, SAE J1926-1/-3, TAPPI/ANSI T 564, UL94. L Open
ED-014 §15.3.3 9.1.5 The template refers to "Subtest 9.1.5.1 – Operational Test", but §9.1.5 has no subsection 9.1.5.1. L Open

BS – Decisions required before test start

ID Decision Linked to Prio Alternatives Status
BS-001 Max test pressure for burst MD-001 H (a) 300 psi pass/fail · (b) to failure · (c) 900 psi cap Open
BS-002 Should hybrid (UQD plug + UQDB socket) be included in the verification? 03-Tests §6 H Yes / No Open
BS-003 May non-destructive 9.1 tests share samples? 03-Tests §5 M Yes (−10 pairs/product) / No Open
BS-004 Test medium for 9.1.5 and 9.2.2–9.2.4 – M Water / PG25 Open
BS-005 9.2 population: two separate populations or one in series 03-Tests §9 M Two populations / One population Open
BS-006 Partners for cross-verification (at least 3) §10 H Candidates from the specification's contributor list: Cejn, CPC, Danfoss, Staubli, Parker etc. Open
BS-007 SA offset in test: 1.00 or 1.30 mm MD-014 H 1.00 / 1.30 Open
BS-008 Which scaling factor applies for acceptance in 9.1.3? ER-001 H N/bar (lower limit) / lbf/psi Open
BS-009 Where test results are archived. The test logger (docs/app) stores data only in the browser on one device. Decide where the exported CSV/JSON is kept (repository, shared drive) and who is responsible, so that raw data is traceable for the verification report. §15.3 M Commit CSV to a results/ folder in the repo · Shared drive · Add a shared database later Open

DOC – Own documents

ID File Description Status
DOC-001 02-Parameters.md §9 The statement that rated flow in L/min and GPM are "rounded differently" was wrong. The values are consistent (0.6 GPM = 2.27 L/min etc.). The item is replaced with a reference to ER-001. Closed
DOC-002 01–06, project instruction (1) Project instruction requires all documentation in English, but 01–06 were written in Swedish. Resolved 2026-10-15: 01–06 translated to English; 07 was already in English. (2) The project instruction refers to "03-Backlog.md", but the backlog is 04-Backlog.md (03 is 03-Tests.md). Resolved 2026-10-15: the file name 04-Backlog.md is kept, since all files cross-reference it; the project instruction in claude.ai should be changed to read "04-Backlog.md". Closed
DOC-003 README.md, 01-Overview.md README.md was empty and the repository structure did not describe the website. Resolved 2026-10-15: README.md written; website (mkdocs.yml, docs/, scripts/, .github/workflows/) added to the structure table in 01-Overview. Closed
DOC-004 docs/app, tests/ Interactive test logger for 9.1.5 added (client-side only). Its logic follows 06-Seal_Washout_9.1.5 including the internal proposals (flow below 2× rated and spike > 30 psi make a cycle invalid, not failed; leak or washout on any cycle fails the run). Resolved 2026-10-15: documented in README and 01-Overview. If 06 changes, update docs/app/logic.js and tests/logic.test.cjs. Closed
DOC-005 docs/guides/symbols.md, docs/assets/seal-washout-rig.svg Graphical symbols page added (16 test-circuit symbols, 19 drawing symbols, note flags, pressure-drop circuit). Meanings follow 07-Symbols; the pictures are our own redrawing. The pressure gauges in the seal washout rig drawing were changed from pointer gauges to circle-with-cross to match Figure 14. Resolved 2026-10-15. If 07-Symbols changes, update the page. Closed
DOC-006 docs/explorer.md, docs/assets/explorer*.js/css, docs/logger.md, mkdocs.yml, docs/app/logic.js, 06, guide (1) Interactive 9.1.5 page added: type/size/flow-direction selector, rig drawing with all values and lengths, pair close-up, and animations of the set-up (P1–P3, S1–S6) and the test (T1–T5). Values come from 02/06 via docs/app/logic.js and docs/assets/explorer-data.js and are checked against 02-Parameters in tests/explorer.test.cjs. (2) Main menu changed to top tabs so the interactive page, test logger and symbols are one click away. (3) Correction: the max distance WHA ↔ QD had been rounded to whole mm and for size 02 was above the limit (32 mm vs 5 × 6.35 = 31.75 mm). Now rounded down to 0.1 mm: 31.7 / 47.6 / 63.5 / 79.3 mm in 06, the guide, logic.js and the logger. Resolved 2026-10-15. Closed