ISO 10424-1:2004
(Main)Petroleum and natural gas industries — Rotary drilling equipment — Part 1: Rotary drill stem elements
Petroleum and natural gas industries — Rotary drilling equipment — Part 1: Rotary drill stem elements
ISO 10424-1:2004 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. ISO 10424-1:2004 is not applicable to drill pipe and tool joints, rotary shouldered connection designs, thread gauging practice, or grand master, reference master and working gauges.
Industries du pétrole et du gaz naturel — Équipements de forage rotary — Partie 1: Éléments de forage rotary
General Information
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Standards Content (Sample)
INTERNATIONAL ISO
STANDARD 10424-1
First edition
2004-09-01
Petroleum and natural gas industries —
Rotary drilling equipment —
Part 1:
Rotary drill stem elements
Industries du pétrole et du gaz naturel — Équipements de forage
rotary —
Partie 1: Éléments de forage rotary
Reference number
ISO 10424-1:2004(E)
©
ISO 2004
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ISO 10424-1:2004(E)
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ii © ISO 2004 – All rights reserved
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ISO 10424-1:2004(E)
Contents Page
Foreword. v
Introduction . vi
1 Scope. 1
2 Conformance . 3
2.1 Units of measurement . 3
2.2 Tables and figures . 3
3 Normative references . 4
4 Terms, definitions, symbols and abbreviated terms. 5
4.1 Terms and definitions. 5
4.2 Symbols and abbreviated terms. 9
5 Upper and lower kelly valves. 10
5.1 General. 10
5.2 Design criteria . 11
5.3 Connections . 13
5.4 Hydrostatic testing. 14
5.5 Documentation and retention of records . 16
5.6 Marking . 16
5.7 Supplementary requirements . 16
6 Square and hexagonal kellys. 17
6.1 Size, type and dimensions . 17
6.2 Dimensional gauging. 17
6.3 Connections . 17
6.4 Square forged kellys. 18
6.5 Mechanical properties . 18
6.6 Non-destructive examination. 19
6.7 Marking . 19
7 Drill-stem subs . 24
7.1 Class and type. 24
7.2 Dimensions for types A and B. 24
7.3 Dimensions for type C (swivel subs) . 25
7.4 Type D (lift sub) dimensions. 26
7.5 Mechanical properties . 26
7.6 Non-destructive examination. 27
7.7 Connection stress-relief features. 27
7.8 Cold working of thread roots. 27
7.9 Gall-resistant treatment of threads and sealing shoulders. 27
7.10 Marking . 27
8 Drill collars. 34
8.1 General. 34
8.2 Standard steel drill collars . 36
8.3 Non-magnetic drill collars. 38
9 Drilling and coring bits. 45
9.1 Roller bits and blade drag bits . 45
9.2 Diamond drilling bits, diamond core bits and polycrystalline diamond compact (PDC) bits. 46
10 Non-destructive examination of bars and tubes . 50
10.1 General. 50
10.2 Certification and qualification of NDE personnel . 50
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ISO 10424-1:2004(E)
10.3 Surface defects.50
10.4 Internal defects.52
Annex A (informative) Tables in US Customary Units .54
Bibliography.66
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ISO 10424-1:2004(E)
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 10424-1 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
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ISO 10424-1:2004(E)
Introduction
The function of this part of ISO 10424 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 part of ISO 10424 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 part of ISO 10424. This part of ISO 10424 does address these
requirements.
Users of this part of ISO 10424 should be aware that further or differing requirements may be needed for
individual applications. This part of ISO 10424 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 part of ISO 10424 and provide details.
In this part of ISO 10424, certain ISO and non-ISO standards provide the same technical result for a particular
provision, however there is a market need to retain the traditional non-ISO reference.
In the running text the provision is written in the form “……… in accordance with ISO xxx.
NOTE For the purposes of this provision, non-ISO Ref yyy is equivalent to ISO xxx.”
Application of a non-ISO reference cited in this manner will lead to the same results as the use of the
preceding ISO reference. These documents are thus considered interchangeable in practice. In recognition of
the migration of global standardization towards the use of ISO standards, it is intended that references to
these alternative documents be removed at the time of the first full revision of this part of ISO 10424.
vi © ISO 2004 – All rights reserved
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INTERNATIONAL STANDARD ISO 10424-1:2004(E)
Petroleum and natural gas industries — Rotary drilling
equipment —
Part 1:
Rotary drill stem elements
1 Scope
This part of ISO 10424 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 part of 10424 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 part of 10424 is applicable is shown in Figure 1.
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ISO 10424-1:2004(E)
a) Upper section of assembly b) Lower section of assembly
Figure 1 — Typical drill stem assembly
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ISO 10424-1:2004(E)
Key
1 bit 7 pin tool joint 13 kelly drive section
2 rotary pin connection 8 drill pipe 14 upper kelly upset
3 rotary box connection 9 box tool joint 15 upper kelly valve
4 bit sub 10 protector rubber 16 swivel sub
5 drill collar 11 lower kelly valve or kelly saver sub 17 swivel stem
6 crossover sub 12 lower kelly upset 18 swivel
a
Requirements on swivels can be found in ISO 13535.
b
Requirements on drill pipe with weld-on tool joints can be found in ISO 11961.
NOTE 1 For the purposes of the provision in footnote a, API Specs 8A and 8C are equivalent to ISO 13535.
NOTE 2 For the purposes of the provision in footnote b, API Specs 5D and 7 are equivalent to ISO 11961.
NOTE 3 All connections between lower kelly upset and the bit are RH.
NOTE 4 All connections between upper kelly upset and swivel are LH.
Figure 1 — Typical drill stem assembly (continued)
2 Conformance
2.1 Units of measurement
In this International Standard, data are expressed in both the International System (SI) of units and the United
States Customary (USC) system of units. For a specific order item, it is intended that only one system of units
be used, without combining data expressed in the other system.
Products manufactured to specifications expressed in either of these unit systems shall be considered
equivalent and totally interchangeable. Consequently, compliance with the requirements of this International
Standard as expressed in one system provides compliance with requirements in the other system.
For data expressed in the SI, a comma is used as the decimal separator and a space as the thousands
separator. For data expressed in the USC system, a dot is used as the decimal separator and a space as the
thousands separator.
Data within the text of this International Standard are expressed in SI units followed by data in USC units in
parentheses.
2.2 Tables and figures
Separate tables for data expressed in SI units and in USC units are given. The tables containing data in SI
units are included in the text and the tables containing data in USC units are given in Annex A. For a specific
order item, only one unit system shall be used.
Figures are contained in the text of the clause concerning the particular product, and express data in both SI
and USC units.
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ISO 10424-1:2004(E)
3 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.
ISO 148, Steel — Charpy impact test (V notch)
ISO 3452, Non-destructive testing — Penetrant inspection — General principles
ISO 6506-1, Metallic materials — Brinell hardness test — Part 1: Test method
ISO 6892, Metallic materials — Tensile testing at ambient temperature
ISO 9303, Seamless and welded (except submerged arc-welded) steel tubes for pressure purposes — Full
peripheral ultrasonic testing for the detection of longitudinal imperfections
ISO 9934-1, Non-destructive testing — Magnetic particle testing — Part 1: General principles
ISO 9712, Non-destructive testing — Qualification and certification of personnel
ISO 13665, Seamless and welded steel tubes for pressure purposes — Magnetic particle inspection of the
tube body for the detection of surface imperfections
ISO 15156-1, Petroleum and natural gas industries — Materials for use in H S-containing environments in oil
2
and gas production — Part 1: General principles for selection of cracking-resistant materials
ISO 15156-2, Petroleum and natural gas industries — Materials for use in H S-containing environments in oil
2
and gas production — Part 2: Cracking-resistant carbon and low alloy steels, and the use of cast irons
ISO 15156-3, Petroleum and natural gas industries — Materials for use in H S-containing environments in oil
2
and gas production — Part 3: Cracking-resistant CRAs (corrosion-resistant alloys) and other alloys
1)
API RP 7G, Drill Stem Design and Operating Limits
API Spec 7, Rotary Drill Stem Elements
2)
ASTM A 262, Standard Practices for Detecting Susceptibility to Intergranular Attack in Austenitic Stainless
Steels
ASTM A 434, Standard Specification for Steel Bars, Alloy, Hot-Wrought or Cold-Finished, Quenched and
Tempered
ASTM E 587, Standard Practice for Ultrasonic Angle-Beam Examination by the Contact Method
1) American Petroleum Institute, 1220 L Street, N.W., Washington, D.C. 20005, USA
2) American Society for Testing and Materials, 100 Barr Harbor Drive, West Conshohocken, PA 19428, USA
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ISO 10424-1:2004(E)
4 Terms, definitions, symbols and abbreviated terms
4.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
4.1.1
amplitude
vertical height of the A-scan received signal, measured from base to peak or peak to peak
4.1.2
A-scan display
ultrasonic instrument display in which the received signal is displayed as a vertical height or “pip” from the
horizontal-sweep time trace, while the horizontal distance between two signals represents the material
distance for time of travel between the two conditions causing the signals
4.1.3
back reflection
signal received from the back surface of a surface test object
4.1.4
bevel diameter
outer diameter of the contact face of the rotary shouldered connection
4.1.5
bit sub
sub, usually with two box connections, that is used to connect the bit to the drill stem
4.1.6
box connection
threaded connection on oilfield tubular goods (OCTG) that has internal (female) threads
4.1.7
bending strength ratio
BSR
ratio of the section modulus of a rotary shouldered box at the point in the box where the pin ends when made
up, to the section modulus of the rotary shouldered pin at the last engaged thread
4.1.8
calibration system
documented system of gauge calibration and control
4.1.9
cold working
plastic deformation of the thread roots of a rotary shouldered connection, of radii and of cylindrical sections at
a temperature low enough to ensure or cause permanent strain of the metal
4.1.10
decarburization
loss of carbon from the surface of a ferrous alloy as a result of heating in a medium that reacts with the carbon
at the surface
4.1.11
depth prove-up
act of grinding a narrow notch across a surface-breaking indication until the bottom of the indication is located
and then measuring the depth of the indication with a depth gauge for comparison to acceptance criteria
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ISO 10424-1:2004(E)
4.1.12
drift
gauge used to check minimum internal diameter of drill stem components
4.1.13
drill collar
thick-walled pipe used to provide stiffness and concentration of mass at or near the bit
4.1.14
drill pipe
length of tube, usually steel, to which special threaded connections called tool joints are attached
4.1.15
forge, verb
〈hammer〉 plastically deform metal, usually hot, into desired shapes by the use of compressive force, with or
without dies
4.1.16
forging, noun
〈product〉 shaped metal part formed by the forging method
4.1.17
full-depth thread
thread in which the thread root lies on the minor cone of an external thread or on the major cone of an internal
thread
4.1.18
gauge point
plane perpendicular to the thread axis in API rotary shouldered connections
NOTE The gauge point is located 15,9 mm (0.625 in) from the shoulder of the product pin.
4.1.19
gas-tight
capable of holding gas without leaking under the specified pressure for the specified length of time
4.1.20
heat, noun
metal produced by a single cycle of a batch melting process
4.1.21
H S trim
2
all components, except external valve body, meeting the H S service requirements of ISO 15156-2 and
2
ISO 15156-3
NOTE For the purposes of this provision, NACE MR0175 is equivalent to ISO 15156–2 and ISO 15156–3.
4.1.22
kelly
square or hexagonally shaped steel pipe connecting the swivel to the drill pipe that moves through the rotary
table and transmits torque to the drill stem
4.1.23
kelly saver sub
short rotary sub that is made up onto the bottom of the kelly to protect the pin end of the kelly from wear
during make-up and break-out operations
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ISO 10424-1:2004(E)
4.1.24
label
dimensionless designation for the size and style of a rotary shouldered connection
4.1.25
length of box thread
LBT
length of threads in the box measured from the make-up shoulder to the intersection of the non-pressure flank
and crest of the last thread with full thread depth
4.1.26
lot
pieces of steel, with the same nominal dimensions and from a single heat, which are subsequently heat-
treated as part of the same continuous operation (or batch)
4.1.27
low-stress steel stamps
steel stamps that do not contain any sharp protrusions on the marking face
4.1.28
lower kelly valve
kelly cock
essentially full-opening valve installed immediately below the kelly, with outside diameter equal to the tool joint
outside diameter, that can be closed to remove the kelly under pressure and can be stripped in the hole for
snubbing operations
4.1.29
make-up shoulder
sealing shoulder on a rotary shouldered connection
4.1.30
non-pressure flank – box
thread flank closest to the make-up shoulder where no axial load is induced from make-up of the connection
or from tensile load on the drill stem member
4.1.31
non-pressure flank – pin
thread flank farthest from the make-up shoulder where no axial load is induced from make-up of the
connection or from tensile load on the drill stem member
4.1.32
out-of-roundness
difference between the maximum and minimum diameters of the bar or tube, measured in the same cross-
section, and not including surface finish tolerances outlined in 8.1.4
4.1.33
pin end
external (male) threads of a threaded connection
4.1.34
process of quenching
hardening of a ferrous alloy by austenitizing and then cooling rapidly enough so that some or all of the
austenite transforms to martensite
4.1.35
process of tempering
reheating a quench-hardened or normalized ferrous alloy to a temperature below the transformation range
and then cooling to soften and remove stress
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ISO 10424-1:2004(E)
4.1.36
reference dimension
dimension that is a result of two or more other dimensions
4.1.37
rotary shouldered connection
connection used on drill stem elements, which has coarse, tapered threads and sealing shoulders
4.1.38
stress-relief features
modification performed on rotary shouldered connections by removing the unengaged threads on the pin or
box to make the joint more flexible and to reduce the likelihood of fatigue-cracking in highly stressed areas
4.1.39
sub
short drill stem members with different rotary shouldered connections at each end for the purposes of joining
unlike members of the drill stem
4.1.40
swivel
device at the top of the drill stem that permits simultaneous circulation and rotation
4.1.41
tensile strength
maximum tensile stress that a material is capable of sustaining that is calculated from the maximum load
during a tensile test carried to rupture and the original cross-sectional area of the specimen
4.1.42
tensile test
mechanical test used to determine the behaviour of material under axial loading
4.1.43
test pressure
pressure above working pressure used to demonstrate structural integrity of a pressure vessel
4.1.44
thread form
thread profile in an axial plane for a length of one pitch
4.1.45
tolerance
amount of variation permitted
4.1.46
tool joint
heavy coupling element for drill pipe having coarse, tapered threads and sealing shoulders
4.1.47
upper kelly valve
kelly cock
valve immediately above the kelly that can be closed to confine pressures inside the drill stem
4.1.48
working pressure
pressure to which a particular piece of equipment is subjected during normal operation
4.1.49
working temperature
temperature to which a particular piece of equipment is subjected during normal operation
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ISO 10424-1:2004(E)
4.2 Symbols and abbreviated terms
D outside diameter
D diameter baffle plate recess
BP
D distance across corners, forged kellys
c
D distance across corners, machined kellys
cc
D bevel diameter
F
D distance across flats on kellys
FL
D diameter float valve recess
FR
D diameter elevator groove
E
D outside diameter lift shoulder
L
D outside diameter, kelly lower upset
LR
D elevator recess diameter
P
D outside diameter, reduced section
R
D diameter slip groove
S
D outside diameter, upper kelly upper upset
U
d inside diameter
d inside bevel
b
L overall length
L length kelly drive section
D
L length float valve assembly
FV
L minimum length kelly sleeve gauge
G
L lower upset length kellys
L
L depth of float valve recess
R
L upper upset length kellys
U
l elevator groove recess depth
E
l slip recess groove depth
S
R radius
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ISO 10424-1:2004(E)
R corner radius forged kelly
c
R corner radius machined kelly
cc
R maximum fillet radius hexagonal kelly sleeve gauge
H
R maximum fillet radius square kelly sleeve gauge
S
T diameter of baffle plate recess
t minimum wall thickness
∠ α angle of run-out of elevator recess
∠ β angle of run-out of slip recess
AMMT American macaroni tubing style of thread design
AMT alternative abbreviation for the American macaroni tubing style of thread design
BSR bending strength ratio
dB decibel
FH API full-hole style of thread design
HBW Brinell hardness
LH left hand
MT magnetic particle testing
MT macaroni tubing style of thread design
NC API number style of thread design
NDT non-destructive testing
PT liquid penetrant testing
REG API regular style of thread design
RH right hand
UT ultrasonic testing
5 Upper and lower kelly valves
5.1 General
This part of ISO 10424 specifies the minimum design, material, inspection and testing requirements for upper
and lower kelly valves. This part of ISO 10424 also applies to drill-stem safety valves used with overhead
drilling systems. It applies to valves of all sizes with rated working pressures of 34,5 MPa through 103,5 MPa
(5 000 psi through 15 000 psi) used in normal service conditions (H S service conditions are addressed as a
2
supplemental requirement, see 5.7). Rated working temperatures are −20 °C (−4 °F) and above for valve
bodies; sealing
...
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