DS-1° Fourth Edition, Volume 4, Drilling Specialty Tools:
Chapter 7
Specific Tool Requirements
7.0 Scope. The previous chapters provide overall
requirements for load rating, inspection, assembly and
function testing of any drilling specialty tool covered un-
der this standard. In addition to the overalll requirements
specified in previous chapters, there are additional
specific requirements for certain tool families that must
be met for compliance with this standard. This section
identities these specialty tools and provides the specific
requirements that are applicable to these tools,
7.4 Definitions. The following definitions apply to terms,
used in this chapter.
7.4.4 Acceptance Criteria. The attributes of a used
component that make it acceptable (or unacceptable)
for reassembly into a specialty tool or sub-tool
7.4.2 Component. A single piece that is employed,
along with other components, to assemble a specialty
tool or sub-tool. Components are divided into several
categories.
‘a. Expendable component. A component that is
always replaced with a new component upon
disassembly and reassembly of a specialty tool
that has returned from the field.
b. Incidental component. A small part such as a
‘screw, nut or washer that will be reused without
inspection.
cc. New component. A component that has never
been assembled into and used in a specialty tool.
d. Nonconforming component. A component that,
during inspection, fails to meet the required
acceptance criteria.
fe. Used component. A component that was part of
a specialty tool that saw field use.
7.1.3 End (Rig End) Connection. A connection in
the load path of a specialty tool that carries string
loads, and that is the end connection of the tool that
attaches the tool to the drill string or casing string.
7.1.4 Inspection. Nondestructive examination of
‘a used component to confirm that it is ready to be
reassembled into a tool or sub-tool.
7.1.5 Inspection Method. One of several possible
inspection processes that may be applied to
specialty tool component. For example, “Blacklight
Connection Inspection.”
7.1.6 Inspection Procedure. A set of written steps
that govern how the inspector performs an inspection
method.
7.4.7 Inspection Program. A written outline that
sets down the methods and procedures needed to
qualify the used components in a specialty tool model
7.1.8 Inspection Quality. The probability that an
inspector, when he or she inspects a component, will
correctly accept or reject it.
7.1.9 Inspection Record. A document that
accompanies a component and shows the results of
the inspection of that component.
7.1.10 Inspector. A person employed by the vendor
or manufacturer who performs inspection under this
standard. An inspector must be qualified by training
and experience to perform elements of inspection
as outlined in this standard and must have sufficient
fluency in the appropriate language to report results
in an accurate and timely manner.
7.1.11 Midbody Connection. A connection in the
load path of a specialty tool that carries string loads,
and that is not one of the end connections that attach
the tool to the drill string or casing string.
7.1.12 Model (Tool Model). A designation applied
to a set of specialty tools that, for a given size and
configuration, utilize the same components, part
numbers assembly procedures, testing procedures
and inspection procedures.
7.1.13 Tool Family. A group of specialty tools
wherein the specialty tools have similar intended
function and use.
7.2 Specific Requirements by Tool Types. The drill-
ing specialty tools and sub-tools are categorized into
two types under this standard: Type A (rental tools)
and Type B (sale tools). Type A tools and sub-tools
are those intended to be used to perform some func-
tion, either downhole or on the surface, then to be
retrieved, refurbished and used again. This standard
ranks Type A tools into four maintenance classes: Class
Ai, Class A1/A2, Class A3 and Class A4. Definition of
these maintenance classes is provided in section 1.7.
For the various Type A maintenance classes, table 7.1
69 DS-1® Fourth Edit
n, Volume 4, Drilling Specialty Tools
Chapter 7
Specific Tool Requirements
7.0 Scope. The previous chapters provide overall
requirements for load rating, inspection, assembly and
function testing of any drilling specialty tool covered un-
der this standard. In addition to the overall requirements
specified in previous chapters, there are additional
specific requirements for certain tool families that must
be met for compliance with this standard. This section
identifies these specialty tools and provides the specitic
requirements that are applicable to these tools.
7.1 Definitions. The following definitions apply to terms
used in this chapter.
7.1.1 Acceptance Criteria. The attributes of a used
component that make it acceptable (or unacceptable)
for reassembly into a specialty tool or sub-tool.
7.1.2 Component. A single piece that is employed,
along with other components, to assemble a specialty
tool or sub-iool. Components are divided into several
categories.
a. Expendable component. A component that is
always replaced with a new component upon
disassembly and reassembly of a specialty tool
that has returned from the field
b. Incidental component. A small part such as a
screw, nut or washer that will be reused without
inspection.
c, New component. A component that has never
been assembled into and used in a specialty tool.
d. Nonconforming component. A component that,
during inspection, fails to meet the required
acceptance criteria
e. Used component. A component that was part of
a specialty tool that saw field use.
7.1.3 End (Rig End) Connection. A connection in
the load path of a specialty tool that carries string
loads, and that is the end connection of the tool that
attaches the tool to the drill string or casing string.
7.1.4 Inspection. Nondestructive examination of
a used component to confirm that it is ready to be
reassembled into a tool or sub-to0l.
7.1.5 Inspection Method. One of several possible
inspection processes that may be applied to a
specialty tool component. For example, “Blacklight
Connection Inspection.”
7.1.6 Inspection Procedure. A set of written steps
that govern how the inspector performs an inspection
method.
7.1.7 Inspection Program. A written outline that
sets down the methods and procedures needed to
qualify the used components in a specialty tool model.
7.1.8 Inspection Quality. The probability that an
inspector, when he or she inspects a component, will
correctly accept or reject it.
7.1.9 Inspection Record. A document that
accompanies a component and shows the results of
the inspection of that component.
7.1.10 Inspector. A person employed by the vendor
‘or manufacturer who performs inspection under this
standard. An inspector must be qualified by training
and experience to perform elements of inspection
as outlined in this standard and must have sufficient
fluency in the appropriate language to report results
in an accurate and timely manner.
7.1.11 Midbody Connection. A connection in the
load path of a specialty tool that carries string loads,
and thatis not one of the end connections that attach
the tool to the drill string or casing string,
7.1.12 Model (Tool Model). A designation applied
to a set of specialty tools that, for a given size and
configuration, utilize the same components, part
numbers assembly procedures, testing procedures
and inspection procedures.
7.1.13 Tool Family. A group of specialty tools
wherein the specialty tools have similar intended
function and use.
7.2 Specific Requirements by Tool Types. The dil-
ing specialty tools and sub-tools are categorized into
two types under this standard: Type A (rental tools),
and Type B (sale tools). Type A tools and sub-tools
are those intended to be used to perform some func-
tion, either downhole or on the surface, then to be
retrieved, refurbished and used again. This standard
ranks Type A tools into four maintenance classes: Class
AM, Class A1/A2, Class A3 and Class A4, Definition of
these maintenance classes is provided in section 1.7.
For the various Type A maintenance classes, table 7.1
69 (TH)
TH Hill Associates, Inc.
HILL
summarizes if the additional specific inspection, as-
sembly and function testing requirements provided in
this chapter apply. Details of the additional inspection,
assembly and function testing requirements called out
in table 7.1 for various Type A maintenance classes are
provided in sections 7.5 through 7.11. The additional in-
spection requirements in turn reference some common
inspection methods, procedures and acceptance cri-
teria. These common inspection methods, procedures
and acceptance criteria tables are included in sections
7.12 through 7.22 and tables 7.4 through 7.39. For Type
B tools, there are no additional specific assembly and
function testing requirements beyond those specified
in chapters 5 and 6.
7.3 Meeting Requirements of Standard DS-1 Third
Edition, Volume 3, Category 3-5. This standard, Stan-
dard DS-1 Fourth Edition, Volume 4, covers qualification
requirements of driling specialty tools. Standard DS-1
Fourth Edition, Volume 3 does not cover qualification of
drilling specialty tools. However, since Standard DS-1
Third Edition, Volume 3 was used to cover qualification
of tool families listed in table 7.1, vendors of specialty
tools may be requested by their customers to follow
requirements specified in Standard DS-1 Third Edition,
Volume 3 for Category 3-5 (or lower) for these tools.
In this event, the vendor shall meet this request by fol-
lowing the requirements specified in this and previous
chapters for tool Class A1
7.4 Common inspection Methods. As discussed in
section 7.2, certain common inspection methods have
to be performed to meet the specific inspection require-
ments on the specialty tools identified in table 7.1.
‘These common inspection methods and requirements
are the same for several different specialty tool types.
They are listed here, separately, for ease of application
and use. They may also be referenced separately for
specialty tools that do not fit into one of the tool families
listed in table 7.1, but need to include these common.
inspections. Table 7.2 provides a summary of the com-
mon inspection procedures required for the specialty
tools listed in table 7.1. These common inspection
procedures include the following:
7.4.1 Sub Inspection. This procedure includes
flaw detection and dimensional inspection of
‘sub connections and body when used as a sub-
component of drilling specialty tool.
7.4.2 Stabilizer Inspection. This procedure
inoludes tlaw detection and dimensional inspection
of stabilizer connections and body when used as a
sub-component of drilling specialty tool
70
Table 7.1 Applicability of Specific Inspection,
Assembly and Function Testing Requirements of
Chapter 7 by Tool Maintenance Classification
Tool or Sub-Tool
Maintenance Classification’
AL AvA2 | Ax
Vy Aletta er [afer
[Jar Yi y{v[n[n{y[N[nfy
MWD/LWD and
Rotary Steerable | Y}¥|N|N|NJN/N|N|N
Tools
Motor/Turbines | Y|[¥[NIN[NIN|N|NN
Hole Openers
Roller Reamers |Y|y|y|N|N/Y|N|N|¥
Under Reamers
Safety Valves
Kelly Valves yiy|y[uinjy[Nin|y
IBOP
Fishing Toots |Y[N[N|N[NIN|N|N|N
All Other Type A
Drilling Specialty |¥|N|N|N|N|N|N|N|N
Tools |
{eIngpection; A=Assombly; FT:
"Tools shipped as Ciass AA are not subject to any requirement of
this standard,
*Customer approval of Class AS is required before shipping tool,
5
£
3
8
7.4.3 Visual Connection Inspection. This procedure
includes a visual examination of midbody and end
connections for damage and to evaluate the condition
of the seal, threads, hardbanding, and bevel, and
to look for evidence of box swell and pin stretch
The procedure also includes verification of thread
profile and stenciled markings. On BHA tools, visual
examination of the connection stress relief features
is also covered.
7.4.4 Dimensional 2 Inspection. This procedure
covers dimensional inspection of used rotary-
shouldered connections on specialty tools meant for
make up to NWDP, TWDP or lower Kelly connection.
7.4.5 Dimensional 3 Inspection. This procedure
covers the dimensional inspection of used rotary
shouldered connections on specialty tools used in
BHA sections or that are directly connected to BHA
‘components including HWDP.
7.4.6 Blacklight Connection Inspection. This
procedure covers examination of all ferromagnetic
midbody and end connections for transverse surface
flaws using the wet fluorescent magnetic particle
(blacklight) technique. DS-1" Fourth Edition, Volu
ime 4, Drilling Specialty Tools
7.4.7 Liquid Penetrant Inspection. This procedure
covers examination of mid-body and end connections,
and extemal surfaces of non-magnetic material for
surface flaws.
7.4.8 MPI Body Inspection. This procedure covers
inspection of external surfaces for transverse and
three-dimensional flaws, using either the dry magnetic
particle technique with an active AC field or the wet
fluorescent magnetic particle technique with an active
DC field.
7.4.9 Residual Magnetic Particle Inspection.
This procedure covers inspection of ferromagnetic
surfaces on which an active field cannot practically
be used. The purpose of this procedure is to detect
transverse, longitudinal and oblique flaws using
either the wet fluorescent residual magnetic particle
technique or the dry visible residual magnetic particle
technique.
7.4.10 UT Connection. This procedure covers
examination of rotary shouldered midbody and end
connections for transverse flaws using the ultrasonic
compression wave technique.
7.4.11 Wet Visible Contrast Inspection. This
procedure covers inspection of external surfaces for
transverse and three-dimensional flaws, using wet
visible contrast technique with an active AC field or
with an active DC field
7.5 Specific Requirements for Shop
Qualification of Drilling Jars
7.8.1 Scope. This section provides additional specific
requirements for shop inspection, assembly, and
function testing of drilling jars.
7.5.2 Inspection Requirements, The inspection
program developed by the vendor for inspection of
drilling jars must include the following procedural
requirements and common inspection methods.
7.5.2.1 Apparatus. The following equipment must
be available for inspection: paint marker, pit gage,
a light capable of illuminating the entire internal
surface, metal scale, tape measure, flatfile or disk
grinder. All apparatus requirements specified in
the applicable common inspection methods are
also required.
Table 7.2 Common Inspection Methods Required
Sub Stabilizer | Visual Dimensional [Dimensional! Blacktight |" Liquid”! MP1 Boay
Insc oion esti" Connection 2 3 Connection Penetrant. Inspection
ection Inspection Inspection Inspection Inspection Inspection Inspection (Note 5)
Diiling Jars. Required Required Required AGS | (Nolet) Required
MWD / LWD and :
Roquired Required Required
Rotary Soerable Required Requirea ee ee “os
Mud Motors and Required = virea | Reguited Required
2 Turbines eee Noes) Eee Remred Peauired | (Wote2) (Note 2)
Underreamers,
Hole Openers” Requied = e clits
pis Oba aoe Required Required Required Required
reamers
Satety Valves,
Kelly Valves Required Required Required
and IBOP's
Fishing Toots Feo Fequied Roquved (olea) ead
AllOther :
Required Required Required
Type A Driling Required (Note 1)
A ee (applicable) (applicable) (Note 1)
Note 1: On non-magnetic connections, a Liquid Penetrant inspection
Blacklight Connection Inspection
Note 2: On non-magnetic tool component bodies, a Liquid Penetrant
Note 3: Stabilizer Inspection method required if tool is equipped with
Note 4: Sub inspection is required if saver subs are present
Note 5: For ferromagnetic component bodias, Wet Visible Contrast li
of the connection or UT Connection Inspection Is required in lieu of a
Inspection of the body is required in lieu of @ MPI Body Inspection
detachable stabilizer
Inspection may be substituted for MPI Body Inspection,
7 THHill Associates, Inc.
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