ISO/DIS 10424-2

Petroleum and natural gas industries -- Rotary drilling equipment

Industries du pétrole et du gaz naturel - Équipements de forage rotary

Standards Content (sample)

DRAFT INTERNATIONAL STANDARD ISO/DIS 10424-2
ISO/TC 67/SC 4 Secretariat: ANSI
Voting begins on: Voting terminates on:
2004-04-22 2004-09-22

INTERNATIONAL ORGANIZATION FOR STANDARDIZATION • МЕЖДУНАРОДНАЯ ОРГАНИЗАЦИЯ ПО СТАНДАРТИЗАЦИИ • ORGANISATION INTERNATIONALE DE NORMALISATION

Petroleum and natural gas industries — Rotary drilling
equipment —
Part 2:
Threading and gauging of rotary shouldered thread
connections
Industries du pétrole et du gaz naturel - Équipements de forage rotary —
Partie 2: Filetage et calibrage des connexions rotary filetées à épaulement
ICS 75.180.10
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© International Organization for Standardization, 2004
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ISO/DIS 10424-2
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ii ISO 2004 – All rights reserved
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ISO/DIS 10424-2
Contents Page

Foreword .........................................................................................................................................................vi

Introduction....................................................................................................................................................vii

1 Scope...................................................................................................................................................1

2 Normative references.........................................................................................................................1

3 Terms and definitions, symbols and abbreviations .........................................................................2

3.1 Terms and definitions.........................................................................................................................2

3.2 Design types and definitions .............................................................................................................4

3.3 Abbreviations and symbols ...............................................................................................................5

3.3.1 Abbreviations......................................................................................................................................5

3.3.2 Symbols...............................................................................................................................................5

4 Information to be supplied by purchaser..........................................................................................7

5 Threading............................................................................................................................................7

5.1 Thread profile and dimensions..........................................................................................................7

5.1.1 Overall dimensions.............................................................................................................................7

5.1.2 Shoulder contact face.......................................................................................................................10

5.1.3 Stand-off............................................................................................................................................11

5.1.4 Thread axis........................................................................................................................................11

5.1.5 Lead tolerance...................................................................................................................................11

5.1.6 Taper tolerance.................................................................................................................................11

5.1.7 Thread form.......................................................................................................................................11

5.1.8 Pin base diameter .............................................................................................................................14

5.1.9 Box counterbore...............................................................................................................................16

5.2 Bevels for drill collars and tools that mate directly with drill collars............................................16

5.3 Low torque feature............................................................................................................................18

6 Product supplementary requirements.............................................................................................19

6.1 Stress-relief grooves and features ..................................................................................................19

6.2 Benchmarks......................................................................................................................................21

6.2.1 General..............................................................................................................................................21

6.2.2 API benchmark..................................................................................................................................21

6.2.3 Cylinder benchmark..........................................................................................................................22

6.3 Surface treatment.............................................................................................................................24

6.4 Cold working.....................................................................................................................................24

7 Product gauging...............................................................................................................................25

7.1 Gauging practice...............................................................................................................................25

7.1.1 Foreword...........................................................................................................................................25

7.1.2 Precautions.......................................................................................................................................25

7.2 Standoff measurement.....................................................................................................................27

7.2.1 Standoff.............................................................................................................................................27

7.2.2 Working gauges................................................................................................................................27

7.2.3 Stand-off tolerances.........................................................................................................................27

7.3 Gauge contact points .......................................................................................................................27

7.3.1 Lead errors........................................................................................................................................27

7.3.2 Lead gauges......................................................................................................................................28

7.3.3 Lead template....................................................................................................................................28

7.3.4 Adjustment of gauges ......................................................................................................................28

7.3.5 Procedure for lead measurement ....................................................................................................29

7.4 Taper measurement..........................................................................................................................30

7.4.1 Taper errors.......................................................................................................................................30

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ISO/DIS 10424-2

7.4.2 Gauge contact points .......................................................................................................................30

7.4.3 Taper callipers...................................................................................................................................30

7.4.4 Procedure for taper measurements.................................................................................................30

7.5 Thread height measurement............................................................................................................31

7.5.1 Height definition................................................................................................................................31

7.5.2 Gauge contact points .......................................................................................................................31

7.5.3 Height gauges...................................................................................................................................31

7.5.4 Adjustment........................................................................................................................................32

7.5.5 Procedure..........................................................................................................................................32

8 Gauges for rotary shouldered connections....................................................................................34

8.1.1 Gauge relationship............................................................................................................................34

8.1.2 Reference master gauges.................................................................................................................35

8.2 Gauge specifications........................................................................................................................35

8.2.1 Precautions.......................................................................................................................................35

8.2.2 Master gauges...................................................................................................................................35

8.2.3 Working gauges................................................................................................................................36

8.2.4 General design..................................................................................................................................36

8.2.5 Root form...........................................................................................................................................36

8.2.6 Initial stand-off..................................................................................................................................36

8.2.7 Miscellaneous elements...................................................................................................................36

8.2.8 Marking..............................................................................................................................................36

9 Gauge calibration..............................................................................................................................45

9.1 Calibration system............................................................................................................................45

9.2 Acceptance criteria...........................................................................................................................45

9.3 Gauge measurement methods.........................................................................................................46

9.3.1 Determination of stand-off ...............................................................................................................46

9.3.2 Taper..................................................................................................................................................48

9.4 Gauge certification............................................................................................................................49

9.4.1 Certification agencies.......................................................................................................................49

9.4.2 General requirements.......................................................................................................................49

9.4.3 Certification.......................................................................................................................................49

9.4.4 Interchange stand-off.......................................................................................................................50

9.4.5 Regional master gauges...................................................................................................................50

9.4.6 Stand-off report.................................................................................................................................50

9.4.7 Marking..............................................................................................................................................50

Annex A (informative) Tables in U.S. Customary units ...............................................................................51

Annex B (informative) Care and use of regional master gauges................................................................59

B.1 Protective coating.............................................................................................................................59

B.2 Storage..............................................................................................................................................59

B.3 Cleaning.............................................................................................................................................59

B.4 Lubrication........................................................................................................................................59

B.5 Torquing conditions.........................................................................................................................60

Annex C (normative) Shipment of reference master gauges......................................................................61

C.1 General precautions.........................................................................................................................61

C.2 Cleaning.............................................................................................................................................61

C.3 Retouching........................................................................................................................................61

C.4 Coating..............................................................................................................................................61

C.5 Packing..............................................................................................................................................61

C.6 Crating...............................................................................................................................................61

C.7 Shipping.............................................................................................................................................62

C.8 Gauging rules....................................................................................................................................62

C.9 Customs requirements and shipping..............................................................................................62

Annex D (normative) Care and use of working gauges...............................................................................63

D.1 Gauge wear........................................................................................................................................63

D.2 Handling.............................................................................................................................................63

D.3 Protection..........................................................................................................................................63

D.4 Inspection and deburring .................................................................................................................63

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ISO/DIS 10424-2

D.5 Handling............................................................................................................................................63

Annex E (Informative) Gauge certification agency requirements...............................................................64

E.1 Master gauge custodian ...................................................................................................................64

E.2 Agency capabilities...........................................................................................................................64

E.3 Agency approval...............................................................................................................................64

Annex F (normative) Other rotary shouldered connections .......................................................................65

F.1 Interchangeable connections...........................................................................................................65

F.2 GOST connections............................................................................................................................65

F.3 Non-interchangeable connections..................................................................................................66

F.4 Product threads for non-preferred connections.............................................................................66

F.5 Product thread dimensions..............................................................................................................66

F.6 Connection features for non-preferred connections......................................................................73

F.6.1 General..............................................................................................................................................73

F.6.2 Low torque features for H-90 connections .....................................................................................73

F.6.3 Bevel diameters................................................................................................................................73

F.6.4 Stress relief features for non-preferred connections.....................................................................76

F.7 Gauge dimensions for non-preferred connections ........................................................................79

F.7.1 General..............................................................................................................................................79

F.7.2 Gauge thread dimensions ................................................................................................................79

Annex G (informative) U.S. Customary units conversion table ..................................................................84

Annex H (normative) Calculations................................................................................................................85

H.1 Thread dimensions...........................................................................................................................85

H.2 Primary dimensions..........................................................................................................................85

H.3 Derived dimensions..........................................................................................................................85

H.4 Gauge dimensions............................................................................................................................87

Annex I (informative) API grand and regional master rotary connection gauges .....................................88

Bibliography...................................................................................................................................................92

© ISO 2004 — All rights reserved v
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ISO/DIS 10424-2
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.

International Standards are drafted in accordance with the rules given in the ISO/IEC Directives, Part 2.

The main task of technical committees is to prepare International Standards. Draft International Standards

adopted by the technical committees are circulated to the member bodies for voting. Publication as an

International Standard requires approval by at least 75 % of the member bodies casting a vote.

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 10424-2 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
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ISO/DIS 10424-2
Introduction

This International Standard is based upon API Spec 7, Specification for rotary drill stem elements, 40 edition,

December 2001. Users of this International Standard should be aware that further or differing requirements

may be needed for individual applications. This International 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 International Standard and provide

details.

This International Standard includes requirements of various natures. These are identified by the use of

certain words or phrases:
a) SHALL is used to indicate that a provision is MANDATORY;

b) SHOULD is used to indicate that a provision is NON MANDATORY, but recommended as good practice;

c) MAY is used to indicate that a provision is OPTIONAL.

In addition, in certain cases, this International Standard offers alternative requirements. These alternative

requirements offer different options, and are listed as follows.

d) At purchaser’s option, in which case such option shall be mentioned on the purchase order. These cases

are recognised by the use of words or phrases such as ALTERNATIVE or AT PURCHASER’S OPTION.

e) At manufacturer’s option, in which case such option shall be notified to the purchaser. Such cases are

identified by the use of the phrase AT MANUFACTURER’S OPTION.

By agreement between purchaser and manufacturer. Such cases are recognised by the use of the phrase BY

AGREEMENT BETWEEN INTERESTED PARTIES.
© ISO 2004 — All rights reserved vii
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DRAFT INTERNATIONAL STANDARD ISO/DIS 10424-2
Petroleum and natural gas industries — Rotary drilling
equipment —
Part 2:
Threading and gauging of rotary shouldered thread
connections
1 Scope

This part of ISO 10424 specifies requirements on rotary shouldered connection for use in petroleum and

natural gas industries: dimensional requirements on threads and thread gauges, stipulations on gauging

practice, gauge specifications, as well as instruments and methods for inspection of thread connections.

These connections are intended primarily for use in drill-string components, and are optimised for strength in

tension, torsion and bending.

Other supplementary specifications may be agreed between interested parties for special tolerance

requirements, qualification, testing, inspection, end finishing and certification.

This part of ISO 10424 is applicable to the following preferred rotary shouldered connection designs. These

are traceable to an internationally supported system of gauges and calibration:
a) number (NC) style;
b) regular (Reg) style;
c) full hole (FH) style.

Reference information is included on several non-preferred rotary shouldered connection designs, which have

been used historically or are used for special-purpose tools. These connections originated as proprietary or

national standards, and are not supported by an international system of master gauges:

 H90 style;
 SL H90 style;
 PAC style;
 OH style;
 GOST style;
 IF style.
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.
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ISO/DIS 10424-2

ISO/FDIS 10424-1:— , Petroleum and natural gas industries — Rotary drilling equipment — Part 1: Rotary

drill stem elements
API 7, Specification for rotary drill stem elements
...