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STANDARD DS-1® DRILL STEM INSPECTION ag HILL aaa PE iel se xen FOURTH EDITION | MAY 2012 Chapter 2 SPECIFYING THE INSPECTION PROGRAM 2.1. Scope and Definition: With the Fourth Edition of Standard DS-1", inspection and qualification of drill string components is specified in Volumes 3 and 4. Volume 3 addresses the inspection of dri string equip- ment consisting of a single piece with no component pieces. Examples include drill pipe, drill collars, subs and pup joints. Volume 4, frst published with Fourth Edition, addresses driling specialty tools, which are defined as a device that: + can be run in a drill string or casing string and Perform some function *+ is assembled from two or more components, and; + is complete in itself with no additional equipment needed for its function except possibly some external power or pressure source. Examples of driling specialty tools include mud motors, MWD, LWD, underreamers and safety valves. This chapter (from section 2.9 onwards) gives instruc- tion on how to order an inspection program under Volume 3. Section 2.2 below provides instructions ‘on how to specity the qualification requirements for a driling specialty tool under Volume 4. 2.2 Qualification of Drilling Specialty Tools Using Volume 4: Unlike the drill string equipment covered in Volume 3 of Standard DS-1, qualification of driling specialty tools is complicated by the following: +The design of driling specialty tools is not covered by industry standards. Therefore, the designs vary widely including the material selection, common failure modes, wear tolerances and tool function. + Designs are constantly evolving which benefits the industry. + The manufacturers are the only parties which have access to proprietary information including dimensions, stress levels, load capacities and ‘material specifications, DS-1" Fourth Edition, Volume 3, Drill Stem Inspection Considering these factors, the designer does not have the necessary information to determine the load capaci- ties or develop the procedures to qualify driling spe- cialty tools. Volume 4 has been developed recognizing the limitations the designer faces and the need for the manufacturer to assume an active role in the qualitica- tion of these tools. This section describes how to specify the quaification of driling specialty tools using Volume 4. For qualification of specialty tools using Volume 4, the customer is the party that is at economic risk in the event of a too! failure. Except in a turkey driling operation, the customer will normally be an operating company that is driling a well 2.2.1 Required actions by the customer: The ‘customer must take the following actions when specifying qualification of driling specialty tools to Volume 4 of this standard, a. Establish classification. The customer mustselect one of the following tool classifications, + Class At. The customer will accept a rental tool only if it has been completely disassembled, inspected, reassembled and function tested in accordance with Standard DS-1 Volume 4 since it was last shipped to the field. + Class A1/A2. The customer will accept only ‘At rental tools and tools that were previously shipped as A1 and returned unused from the field. + Class A3. The customer will accept a rental tool that was previously used, so long as it is function tested in accordance with Standard DS-1 Volume 4 before itis shipped. + Class Ad. The customer will accept a rental too! so long as it meets the vendor's normal assembly, inspection and testing standards. + Class B1. The customer will accept a sale tool only ifithas been assembled and function tested in accordance with Standard DS-1 Volume 4. * Class 82, The customer will accept a sale tool so long as it meets the vendor's normal assembly, inspection and testing standards. + Shipments ofclasses not requested. A vendor may ship a tool of higher classification than the ‘one the customer requested. For example, i a customer requests A3 the vendor may ship ‘1. However, a vendor may not ship a lower classification without the customer's prior approval. (TH) NO eee Notify the tool vendor. The customer must notify the tool vendor of the classification requirements. and agree to the method for confirmation of Compliance. The customer may employ one or more of the following strategies. + Acceptance by statement. The customer may accept a vendor's warranty that tools are being shipped in compliance with this standard. + Audit of capabilities. The customer may conduct audits to confirm that a vendor shop has the procedures and equipment in place to fully comply with the requirements of this standard, Having confirmed that the required procedures and facilities are in place, the customer may elect to accept the vendor's warranty on future shipments. * Audit of specitic performance. The customer may choose to place an authorized representative in the vendor's shop to witness and confirm that the requirements of Standard DS-1 Volume 4, Chapters 4, 5, 6 and 7 are ‘met on specific tools. * Confirmation of load ratings. The customer ‘may choose to independently confirm or have confirmed the manufacturer's load ratings on a specific tool model, as outlined in DS-1 Volume 4, Chapter 3. + Staged implementation. DS-1 Volume 4, Séction 1.14 provides details of the grandfather period for staged implementation of Standard DS-1. Based on the specific operation and driling specialty tool being Considered, the customer may elect to develop ‘8 project spectic implementation program. For example, a customer may require the vendor to implement the inspection and functior testing requirements of this standard whi delaying implementation of load rating and assembly requirements. i he customer does ‘not specify a implementation timeline, then the requirements of 1.14 apply. . Operate the tool within the limits set in the operating instructions unless an authorized vendor's representative will supervise tool operation. 2.3 Inspection of Equipment Using Volume 3: This. and the following sections describe how to order an inspection of equipment covered under Volume 3 of ‘Standard DS-1. For inspection of equipment using Vol- ume 3, the customer is defined as the party on whose TH Hill Associates, Inc behalf the inspection is being conducted. If the com- Ponents are being inspected for use in a well or wells, the customer is the organization at risk in the event of a failure. If the components are being inspected prior to returning them to stock for future rental, the customer is the company owning the components. In the first case, the customer will usually be represented by the designer, who will be most familiar with the loads and anticipated operating conditions, and therefore best Qualified to set the inspection program and decide is- ‘Sues that arise during inspection 2.4 Inspection Methods: Thirty-three inspection ‘methods are defined under the standard. (Thirty-two are to be conducted by an inspection company, and ‘one, Rig Floor Trip Inspection, is designed to be done by either the rig crew or inspection company.) Many of the methods are specific to a certain component type, and tools employed and procedures used in each method will vary widely. Table 2.1 lists all methods used under the Standard, and the purpose of each. Each of the 33 methods listed in table 2.1 is accompanied by a specific procedure. Unless a procedure is modified by the customer, the inspection company is required 10 follow it exactly 2.5 Inspection Programs: The remaining sections of this chapter provide information on setting an inspection rogram using Volume 3. The inspection program is set by the customer and performed by the inspection com- ppany. An inspection program consists of four elements: 2.8.1 Equipment list: The customer must provide complete list of the equipment to be inspected The list must include joint count or footage required for each component, and a complete and accurate description of each component. 2.5.2 Methods to be employed: The customer must provide precise guidelines on which of the available ‘methods are to be used to inspect each component. This is usually accomplished by selecting from one of six inspection categories (discussed further below). However the customer is free to select any applicable ‘methods he or she desires, and the procedural requirements accompanying the selected methods are stil binding on the inspection company. 2.5.3 Acceptance criteria in effect: The customer must give the inspection company precise instructions about the attributes which must be met or exceeded inan acceptable component. For normal weight drill pipe, this is often done by specifying an inspection lass. Attributes of other components can not be assigned by specifying a class. 2.5.4 Frequency of inspection: The usual practice has been to set inspection frequency on some arbitrary basis such as footage drilled or hours rotated. Such estimates are litte better than wild guesses because they don't take into account how the components in question are loaded. Neither do they consider the probable failure modes. The recommended approach for setting inspection frequency is given in paragraph 2.16. 2.6 Conducting the Inspection Program per Volume 3: Once the customer sets the inspection program, the inspection organization is responsible for conducting it, with the one exception of Rig Floor Trip Inspec- tion, which the rig crew may perform. In the conduct ‘of an inspection method, the inspection company is responsible for following the procedural requirements outlined in DS-1 Volume 3. The inspection organiza- tion is also responsible for making the customer aware of any problems in achieving the desired acceptance criteria, and for working with the customer to resolve these problems, 2.7 Deviating from Procedural Requirements: The customer, having set the program in the first place, is free to alter any aspect of the process he or she desires. ‘Customers are cautioned however, that deviating from the procedures in Volume 3 may negatively impact the quality of the inspection and of the accepted products. The inspection company may not deviate from any requirement in Volume 3 of this standard without prior approval from the customer. ‘Specifying Applicable Methods: The customer may select any applicable set of methods from table 2.1. However, to simply the customer's choices and at the same time allow him or her to tailor the inspec- tion program to the risks of the application, six service categories are established. These categories, and the recommended inspection programs that accompany them, are shown in Tables 2.2 and 2.3, and figures 2.7 through 2.12. 2.8.1. Category 1: Category 1 applies to very shallow, very routine wells in well-developed areas. When orill stem failures occur, failure costs are so minimal that the cost of extensive inspection would not have been justified. 2.8.2 Category 2: Applies for routine drilling conditions where the established practice is to perform minimal inspection and failure experience is low. 2.8.3 Category 3: Designed for mid-range driling conditions where a standard inspection program is justified, fishing cost or losing part of the hole is minimal. A minimum Category 3 inspection is required as a design constraint for Design Group 2. If a failure occurs, the risk of significant 2.8.4 Category 4: This category may be used when drilling conditions are more difficult than Category 3. Significant fishing costs or losing part ofthe hole are likely in the event of a drill stem failure. 2.8.5 Category 5: This category applies to severe drilling conditions. Several factors combine to make the cost of a possible failure very high. A minimum Category 5 inspection is required as a design constraint in Design Group 3 2.8.6 Category HDLS: Owing to the increasing tensile loads carried by landing strings, especially in deep water, a sixth service category is included. This category is designated for heavy duty landing strings (HDLS). The customers free to institute this ‘category whenever he or she sees fit; however, the following recommended definition of a heavy duty landing string is provided to serve as a guide. A heavy duty landing string consists ofall components to be used in a casing landing operation from and including the casing running tool up to and including the top drive main shaft, where either: a. The buoyed weight of the assembly exceeds one milion pounds. . Any component in the load path, other than the drill string, is loaded beyond eighty-five percent of its rated tensile capacity. ©. The buoyed weight of the assembly exceeds seventy percent of the drill pipe's rated tensile capacity when using conventional slips or ninety percent when using slipless technology. 2.9 Setting Acceptance Criteria: Once the inspec- tion methods have been selected, the next step is to establish the applicable acceptance criteria. Unless working to a specific Design Group, the designer may set any set of acceptance criteria that meet the design constraints. Specifying a drill pipe Classhas long been the shorthand way most designers use to specify a complete set of acceptance criteria for normal weight rill pipe and associated connections. (A class desig- ration does not apply to other components.) Four drill pipe classes are recognized in DS-1 2.9.1 Class 1: This Class designation applies to new drill pipe and associated connections. 5 ‘TH HiLe ~ 2.9.2. Premium Class: The Premium Class designation applies only to used normal weight drill pipe and associated connections. The drill pipe tube and tool joint meet the requirements in Table 3.5.1. Too! joints are approximately 80 percent as strong in torsion as new drill pipe with “standard” sized tool joints. 29.3 Premium Class, Reduced TSR: Torsional Strength Ratio (TSA) is the ratio of tool joint to tube torsional strengths. Many new and Premium Class rill pipes have tool joint diameters that give a TSR of about 0.8, meaning that new and Premium Class to0l oints are about 80 percent as strong in torsion as the tubes to which they're attached. Premium Class, Reduced TSR allows tool joint diameters that give TSR's of approximately 60 percent, while maintaining allother attibutes of DS-1 Premium Class. This class was adopted in DS-1 Second Edition to recognize long-standing industry practice of using smaller tool joint OD's in low torsion driling to gain better fishing clearance in certain cll pipe/hole diameter situations. Pipe in this class will have identical load capacities, as Premium Class pipe, except for torsional strength. Premium Class, Reduced TSR isnot recognized by API. 2.9.4 Class 2: The drill pipe tube and tool j meet the requirements in Table 3.5.1 and are approximately 70 percent as strong in tension and torsion as new nominal drill pipe with “standard” sized tool joints. 2.8.5 Acceptance criteria for thick-walled drill ipe: Acceptance of thick walled dri pipe is usually expressed by specifying the minimum acceptable remaining wall thickness. Typical limits placed on remaining wall are 80, 90 and 95 percent of new nominal. Classification criteria for TWDP is provided in Table 3.6.2. 2.9.6 Acceptance criteria for drill cola By specifying the acceptable Bending Strength Ratio (BSR) range, the designer establishes the dimensional requirements for drill collar connection OD and ID. BSR is discussed in Appendix A of this, volume and Chapter 4 of Volume 2. BSR for common connection types and sizes are listed for reference in table 3.14. For convenience, the recommended ranges for BSR are repeated below. Recommended BSR Rangi Traditional Recommended Drill CollarOD BSRRange BSR Range <6 inches 225-275 18-25 6-7 7/Binches 2.25-2.75 —-2.25-2.75 28 inches 225-275 25-32 TH Hil Associates, ne 2.10 Drill Stem Inspection Order Form: A standard order form is provided at the end of this chapter. This, form provides space to communicate instructions to the inspection company, Example Problem 2.1, Ordering an Inspection: The designer needs the following equipment inspected: 7000 ft, 5-inch, 19.50 pof, grade S, NC5O, R2 dtl pipe 1000 3.5-inch, 13.90 pof, grade S, HT38, F2 dil pipe £8000 ft, 3.5-inch, 13.30 ppt, grade S, NC3B, R2 drill pipe C50 box x HT38 pin crossover HT38 box x NC3B pin crossover The designer has elected to solve certain shortcomings in her design by taking the following actions: 1. For the 3.5 inch drill pipe, tighten the minimum remaining wall tolerance from > 80 percent of ‘new nominal (Premium Class) to > 82 percent. This will provide the additional tensile capacity needed at the surface to meet the overpull design constraint. 2. For the 3.5 inch section top, use 1000 feet of 3.5 ‘inch, grade § drill pipe with HT38 connections in place of NC3B connections. 3. Replace the weak crossover at the 3.5 inch section top. Crossover — Minimum Box OD Minimum Pin ID (in) (in) C50 b x HT38 p 638 208 HT38 b x NC38p 458 204 Order an inspection program on the aril string Solution: The problem is solved in figure 2.1 on the following page. 2.11 Inspection Frequency: In addressing the ques- tion of wien to inspect, the designer should consider that the problem of scheduling re-inspection is both simpler and more difficult than using rules-of-thumb such as hours rotated or footage drilled. Simpler in that the dimensions governing overload failure are easily evaluated anytime the pipe is accessible on the rig. More difficult because the relationships that drive fatigue failure are far too complex to be handled with simple rules of thumb. For Design Groups 2 and 3, inspection will have been performed before the com- ponents are picked up. 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