Threading and Gauging of Rotary Shouldered Connections

API SPECIFICATION 7-2

SECOND EDITION, JANUARY 2017

API MONOGRAM PROGRAM EFFECTIVE DATE: JUNE 6, 2017 ERRATA 1, AUGUST 2017

ERRATA 2, NOVEMBER 2019

ADDENDUM 1, MARCH 2020

(API MONOGRAM PROGRAM EFFECTIVE DATE: OCTOBER 1, 2019)

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Copyright © 2017 American Petroleum Institute

Foreword

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iii

1. Scope 1

   1. Coverage 1

   2. Application of the API Monogram

2. Normative References 1

3. Terms, Definitions, Symbols, and Abbreviations 2

   1. Terms and Definitions 2

   2. Symbols 5

   3. Abbreviations 7

4. General Information 7

   1. General 7

   2. Purchaser Supplied Information 8

5. Threading 8

   1. Thread Profile and Dimensions 8

   2. Bevels for Drill Collars and Tools that Mate Directly with Drill Collars 10

   3. Low-torque Feature 14

6. Product Optional Features 14

   1. General 14

   2. Stress-relief Features 14

   3. Optional Profile Features 17

   4. Benchmarks 18

   5. Surface Treatment 20

   6. Cold Rolling 20

   7. Break-in 20

7. Product Gauging 20

   1. Gauging 20

   2. Standoff Measurement 21

   3. Gauge Contact Points 23

   4. Lead Measurement 23

   5. Taper Measurement 24

   6. Thread Height Measurement and Gauges 24

8. Gauges for Rotary Shouldered Connections 24

   1. Gauge Relationship 24

   2. Gauge Specifications 25

9. Gauge Calibration 32

   1. Calibration System 32

   2. Acceptance Criteria 32

   3. Gauge Measurement Methods 32

   4. Gauge Certification 37

Annex A (informative) API Monogram Program Use of the API Monogram by Licensees 38

Annex B (informative) Tables in SI Units 42

Annex C (informative) Tables in USC Units 54

Annex D (informative) USC Units Conversion Table 66

Annex E (informative) Calculations 67

Annex F (informative) Gauging Elements of New Rotary Shouldered Connections 74

Annex G (normative) Care and Use of Working Gauges 78

Annex H (informative) Care and Use of Master Gauges 79

Annex I (informative) Shipment of Reference Master Gauges 80

Annex J (informative) Other Rotary Shouldered Connections 82

Annex K (informative) Dimensions for Non-preferred Connections in SI Units 86

Annex L (informative) Dimensions for Non-preferred Connections in USC Units 100

Bibliography 114

Figures

Tables

1. Product Thread Dimensions for Preferred Connections 42

2. Product Thread Form Dimensions 43

3. Bevel Diameters for Preferred Connections When Used on Drill Collars 44

4. Low-torque Feature 46

5. Optional Feature Dimensions 46

6. Stress-relief Groove and Boreback Contour Dimensions for Preferred Connections 47

7. Compensated Thread Lengths, Thread Heights, and Ball-point Diameters 48

8. Gauge Thread Form Dimensions 48

   
   

9. Gauge Thread Dimensions for Preferred Connections 49

10. Gauge External Dimensions for Preferred Connections 50

11. Tolerances on Gauge Dimensions for Regional and Grand Master Gauges 51

12. Tolerances on Gauge Dimensions for Reference Master Gauges 52

13. Tolerances on Gauge Dimensions for Working Gauges 53

1. Product Thread Dimensions for Preferred Connections 54

2. Product Thread Form Dimensions 55

3. Bevel Diameters for Preferred Connections When Used on Drill Collars in USC Units 56

4. Low-torque Feature 58

5. Optional Feature Dimensions 58

6. Stress-relief Groove and Boreback Contour Dimensions for Preferred Connections 59

7. Compensated Thread Lengths, Thread Heights, and Ball-point Diameters 60

8. Gauge Thread Form Dimensions 60

9. Gauge Thread Dimensions for Preferred Connections 61

10. Gauge External Dimensions for Preferred Connections 62

11. Tolerances on Gauge Dimensions for Regional and Grand Master Gauges 63

12. Tolerances on Gauge Dimensions for Reference Master Gauges 64

13. Tolerances on Gauge Dimensions for Working Gauges 65

D.1 Conversions Factors for Metric to USC Units 66

1. Primary Dimensions for Connection 67

2. Primary Dimensions for Thread Form 67

3. Auxiliary Design Dimensions 72

1. Interchangeable Connections 82

2. Equivalences for GOST Connections 82

1. Product Dimensions for Non-preferred Connections 86

2. Thread Dimensions 88

3. Bevel Diameters for Non-preferred Connections When Used on Drill Collars

   (60° Included Thread Angle) 89

4. Low-torque Feature 92

5. Optional Feature Dimensions 92

6. Stress-relief Grooves and Features Dimensions for Non-preferred Connections 94

7. Compensated Thread Lengths, Thread Heights, and Ball-point Diameters 95

8. Gauge Thread Form Dimensions for Non-preferred Thread Forms 95

9. Gauge Thread Dimensions 96

10. Gauge External Dimensions 98

1. Product Dimensions for Non-preferred Connections 100

2. Thread Dimensions 102

3. Bevel Diameters for Non-preferred Connections When Used on Drill Collars

   (60° Included Thread Angle) 103

4. Low-torque Feature 106

5. Optional Feature Dimension for Non-preferred Connections 106

6. Stress-relief Grooves and Features Dimensions for Non-preferred Connections 108

7. Compensated Thread Lengths, Thread Heights, and Ball-point Diameters 109

8. Gauge Thread Form Dimensions for Non-preferred Thread Forms 109

9. Gauge Thread Dimensions 110

10. Gauge External Dimensions 112

Introduction

This standard is based on API Specification 7, Specification for Rotary Drill Stem Elements.

The function of this part of this standard is to define the connections design and the gauging 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.

Users of this standard should be aware that further or differing requirements may be needed for individual applications. This standard is not intended to inhibit a vendor from offering, or the purchaser from accepting, alternative equipment or engineering solutions for the individual application. This may be particularly applicable where there is innovative or developing technology. Where an alternative is offered, the vendor should identify any variations from this standard and provide details.

Threading and Gauging of Rotary Shouldered Connections

1. Scope

   
   

   1. Coverage

      
      

      This standard specifies the following requirements on rotary shouldered connections for use in petroleum and natural gas industries: dimensional requirements on threads and thread gauges, stipulations on gauging practice and gauge specifications, as well as instruments and methods for inspection of thread connections. These connections are intended primarily for use in drill-string components.

      
      

      Other supplementary specifications can be agreed between interested parties for special tolerance requirements, qualification, testing, inspection, and finishing. This standard applies both to newly manufactured connections and connections that are recut after service. It should be realized that recut connections are subject to additional inspection and testing—the user is referred to API 7G-2 for such information.

      
      

      This standard is applicable to preferred rotary shouldered connection designs. These are traceable to an internationally supported system of gauges and calibration that can be described as number (NC) style, regular (REG) style, or full-hole (FH) style.

      
      

   2. Application of the API Monogram

      
      

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

      
      

2. Normative References

The following referenced documents are indispensable for the application 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 5DP, Specification for Drill Pipe

API Specification 7-1, Specification for Rotary Drill Stem Elements

ISO 1302 1, Geometrical Product Specifications (GPS)—Indication of surface texture in technical product documentation

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

ISO 11961, Petroleum and natural gas industries—Steel drill pipe

ISO/IEC 2 17025, General requirements for the competence of testing and calibration laboratories

1. International Organization for Standardization, 1, ch. de la Voie-Creuse, Case postale 56, CH-1211 Geneva 20, Switzerland, www.iso.org.

2. International Electrotechnical Commission, 3, rue de Varembé, P.O. Box 131, CH-1211 Geneva 20, Switzerland, www.iec.ch.

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