Specification for Rotary Drill Stem Elements

ANSI/API SPECIFICATION 7-1 FIRST EDITION, MARCH 2006

API MONOGRAM PROGRAM EFFECTIVE DATE: SEPTEMBER 2006

ADDENDUM 1, MARCH 2007

ADDENDUM 2, AUGUST 2009

(API MONOGRAM PROGRAM EFFECTIVE DATE: FEBRUARY 1, 2010)

ADDENDUM 3, APRIL 2011

(API MONOGRAM PROGRAM EFFECTIVE DATE: OCTOBER 1, 2011)

ADDENDUM 4, FEBRUARY 2019

(API MONOGRAM PROGRAM EFFECTIVE DATE: AUGUST 1, 2019) ERRATA 1, JULY 2020

REAFFIRMED, JANUARY 2021

ISO 10424-1:2004 (Modified), Petroleum and natural gas industries—Rotary drilling equipment—Part 1: Rotary drill stem elements

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Copyright © 2006 American Petroleum Institute

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iii

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.

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Attention is drawn to the possibility that some of the elements of this document may be the subject of patent rights. ISO shall not be held responsible for identifying any or all such patent rights.

ISO 10424-1 was prepared by Technical Committee ISO/TC 67, Materials, equipment and offshore structures for petroleum, petrochemical and natural gas industries, Subcommittee SC 4, Drilling and production equipment.

ISO 10424 consists of the following parts, under the general title Petroleum and natural gas industries — Rotary drilling equipment:

Part 1: Rotary drill stem elements

Part 2: Threading and gauging of rotary shouldered thread connections

iv

Contents

Page

1. Scope 1

   1. Coverage 1

   2. Application of the API Monogram 1

2. Conformance 3

   1. Units of Measurement 3

   2. Tables and figures 3

3. Normative References 4

4. Terms, Definitions, Symbols, and Abbreviated terms 5

   1. Terms and Definitions 5

   2. Symbols and Abbreviated Terms 9

5. Upper and Lower Kelly Valves 11

   1. General 11

   2. Design criteria 11

   3. Connections 14

   4. Hydrostatic Testing 15

   5. Documentation and Retention of Records 16

   6. Marking 17

   7. Supplementary Requirements 19

6. Square and Hexagonal Kellys 20

   1. Size, Type, and Dimensions 20

   2. Dimensional Gauging 20

   3. Connections 20

   4. Square Forged Kellys 20

   5. Mechanical Properties 20

   6. Non-destructive Examination 21

   7. Marking 22

7. Drill-stem Subs 27

   1. Class and Type 27

   2. Dimensions for Types A and B 27

   3. Dimensions for Type C (Swivel Subs) 28

   4. Type D (Lift Sub) Dimensions 29

   5. Mechanical Properties 29

   6. Non-destructive Examination 30

   7. Connection Stress-relief Features 30

   8. Cold Working of Thread Roots 30

   9. Gall-resistant Treatment of Threads and Sealing Shoulders 30

   10. Marking 30

8. Drill Collars 36

   1. General 36

   2. Standard Steel Drill Collars 39

   3. Non-magnetic Drill Collars 41

9. Drilling and Coring Bits 49

   1. Roller Bits and Blade Drag Bits 49

   2. Diamond Drilling Bits, Diamond Core Bits, and Polycrystalline Diamond Compact (PDC) Bits 50

      v

      Contents

      Page

10. Heavy Weight Drill Pipe (HWDP) 53

    1. General 53

    2. Mechanical Properties 57

    3. Assembly 59

    4. Traceability 59

    5. Marking 59

11. Non-destructive Examination of Bars and Tubes 59

    1. General 59

    2. Certification and Qualification of NDE Personnel 59

    3. Surface Defects 60

    4. Internal Defects 62

12. Stabilizers 63

    1. General 63

    2. Material Requirements 64

    3. Blade Welding 66

    4. Abrasion Protection 66

    5. Dimensional Requirements 66

    6. Connections and Bevel Diameters 68

    7. Customer Information 69

    8. Marking 69

Annex A (informative) Tables in US Customary Units 71

Annex B (informative) API Monogram—Use of the API Monogram by Licensees 85

Annex C (informative) Summary of Product Specification Level (PSL) Requirements 90

Bibliography 94

Figures

1. Typical Drill Stem Assembly 2

2. Square Kelly 23

3. Hexagonal Kelly 25

4. Sleeve Gauge for Kellys 27

5. Drill Stem Subs (Types A, B, and C) 32

6. Lift Subs (Type D) 34

7. Float Valve Recess in Bit Subs 36

8. Drill Collars 44

9. Drill Collar Slip and Elevator Grooves 48

10. Gauge Dimensions for Diamond and PDC Bits 51

11. Dimensions of Heavy Weight Drill Pipe 54

12. Measurement Definitions for Stabilizers 64

13. Sampling Locations 65

14. Blade Taper Geometry 68

15. Watermelon Geometry 69

1. Correlation Between Significant Dimensions of Simple Solid Shapes

   of Length “L” to the Diameters of Round Bars 92

2. Correlation Between the Significant Dimensions of Simple Hollow Parts

and Hollow Parts with More Complicated Shapes to the Diameters of Round Bars 92

vi

Contents

Tables

Page

1. Hydrostatic Testing Pressures 12

2. Adjustment Factors for Impact Specimens 13

3. Service Class Definitions 13

4. Square Kelly Drive Section 22

5. Square Kelly End Upsets and Connections 24

6. Hexagonal Kelly Drive Section 24

7. Hexagonal Kelly End Upsets and Connections 26

8. Kelly Sleeve Gauge 26

9. Mechanical Properties and Tests—New Kellys (all sizes) 27

10. Drill Stem Subs 31

11. Minimum Surface Hardness of Dimension DR of Type B Drill Stem Subs 33

12. Dimensions for Lift-sub Upper Lift Diameters 33

13. Float Valve Recess in Bit Subs 34

14. Drill Collars 44

15. Drill Collar OD Tolerances 45

16. Drill Collar Surface Imperfection Removal and Inspection Reference Standard Notch Depth 46

17. Mechanical Properties and Tests for New Standard Steel Drill Collars 46

18. Mechanical Properties for New Non-magnetic Drill Collars 46

19. Lower Connections for Bottom Hole Drill Collars 47

20. Additional Non-magnetic Drill Collar Sizes 47

21. Drill Collar Slip and Elevator Groove and Elevator Bore Dimensions 48

22. Impact Energy of Non-magnetic Steels 49

23. Roller Bit and Drag Bit Tolerances 49

24. Roller Bit Connections 52

25. Blade Drag Bit Connections 52

26. Diamond Drilling, Diamond Core, and PDC Bit Tolerances 53

27. Diamond Drilling Bit and PDC Bit Connections 53

28. Dimensions of Heavy Weight Drill Pipe 55

29. Allowable Surface Imperfection Removal 56

30. Mechanical Properties for Tool Joints 57

31. Adjustment Factors for Impact Specimens 58

32. Sampling Requirements 65

33. Neck Lengths 66

34. Neck Diameters and Connections 67

35. Blade Dimensions 67

36. Blade Spiral Definitions 68

1. Hydrostatic Testing Pressures 71

2. Adjustment Factors for Impact Specimens 71

3. Service Class Definitions 71

4. Square Kelly Drive Section 72

5. Square Kelly End Upsets and Connections 73

6. Hexagonal Kelly Drive Section 74

7. Hexagonal Kelly End Upsets and Connections 74

8. Kelly Sleeve Gauge 75

9. Mechanical Properties and Test—New Kellys (All Sizes) 75

10. Drill Stem Subs 75

11. Minimum Surface Hardness of Dimension DR of Type B Drill Stem Subs 75

12. Dimensional Data for Lift Sub Upper Lift Diameters 76

    
    

    vii

    
    

    Contents

    
    

    Page

13. Float Valve Recess in Bit Subs 76

14. Drill Collars 77

15. Drill Collar OD Tolerances 78

16. Drill Collar Surface Imperfection Removal and Inspection Reference Standard Notch Depth 78

17. Mechanical Properties and Tests for New Standard Steel Drill Collars 78

18. Mechanical Properties for New Non-magnetic Drill Collars 79

19. Lower Connections for Bottom Hole Drill Collars 79

20. Additional Non-magnetic Drill Collar Sizes 79

21. Drill Collar Slip and Elevator Groove and Elevator Bore Dimensions 80

22. Impact Energy of Non-magnetic Steels 80

23. Roller Bit and Drag Bit Tolerances 80

24. Roller Bit Connections 81

25. Blade Drag Bit Connections 81

26. Diamond Drilling, Diamond Core, and PDC Bit Tolerances 82

27. Diamond Drilling Bit and PDC Bit Connections 82

28. Sampling Requirements 83

29. Neck Lengths 83

30. Neck Diameters and Connections 83

31. Blade Dimensions 84

32. Blade Spiral Definitions 84

C.1 Mechanical Properties and Tests for Heavy Section Tools 93

viii

Introduction

The function of this standard is to define the design and the mechanical properties of the material required for rotary drill stem elements. It also defines the testing required to verify compliance with these requirements. As rotary drill stem elements are very mobile, moving from rig to rig, design control is an important element required to ensure the interchangeability and performance of product manufactured by different sources.

A major portion of this standard is based upon API Spec 7, 40th edition, November 2001. However, API Spec 7 does not define the nondestructive testing requirements of materials used to manufacture the drill stem components covered by this standard. This standard does address these requirements.

Attention users: Prior versions of API Spec 7-1, First Edition—specifically those with Addenda 1 through 3—did not have the changes incorporated into the document; instead, the changes were included as attachments to the standard that the user would be directed to by the use of markers along the margin of the document. The version of API Spec 7-1, First Edition that includes Addenda 1 through 4 does have the changes incorporated into the standard, as well as having the addenda as attachments. Also in the version of the document with the four addenda are updates to style and formatting that resulted in changes to the numbering of some sections and tables, as shown in the Intro Table on the next page. Those changes were applied to cross-references within the standard.

ix

Intro Table—Comparison between Versions of API Spec 7-1, First Edition with Addenda 1 to 3 and API Spec 7-1, First Edition with Addenda 1 to 4

x

Petroleum and natural gas industries — Rotary drilling equipment —

Part 1:

Rotary drill stem elements

1. Scope

   
   

   1. Coverage

      
      

      This standard specifies requirements for the following drill stem elements: upper and lower kelly valves; square and hexagonal kellys; drill stem subs; standard steel and non-magnetic drill collars; drilling and coring bits.

      
      

      This standard is not applicable to drill pipe and tool joints, rotary shouldered connection designs, thread gauging practice, or grand master, reference master and working gauges.

      
      

      A typical drill stem assembly to which this standard is applicable is shown in Figure 1.

      
      

   2. Application of the API Monogram

If the product is manufactured at a facility licensed by API and is intended to be supplied bearing the API Monogram, the requirements of Annex B apply.