| Product Design and Classification | API Specification 7-1 ISO 10424-1 | Drill-collar dimensions, connection geometry, rotary-shouldered connection requirements, material traceability, and applicable product class. | Specify in the purchase order Confirm the exact API or ISO edition, connection type, outside diameter, inside diameter, length, and tolerance requirements before production. | Approved drawing, product data sheet, certificate of conformity, and connection inspection report. |
| Steel Grade and Forging | API 7-1 or purchaser specification ASTM A370 for mechanical testing practices | Approved alloy chemistry, forged grain flow, reduction ratio, forging quality, and avoidance of laps, folds, cracks, and excessive segregation. | Heat number must remain traceable from incoming steel through forging, heat treatment, inspection, and final release. Chemical and mechanical limits must match the ordered grade. | Mill test certificate, ladle analysis, forging record, heat-number map, and dimensional inspection report. |
| Heat Treatment | API 7-1 or purchaser-approved procedure ASTM A991/A991M for temperature measurement practice | Controlled austenitizing, quenching, tempering, furnace loading, quench-medium condition, hardness uniformity, and prevention of quench cracking or soft zones. | Use a documented, qualified heat-treatment procedure. Acceptance should be based on the ordered material grade, required mechanical properties, hardness range, and approved sampling plan—not on hardness alone. | Furnace charts, calibration records, quench records, batch identification, hardness map, tensile test, impact test where specified, and metallographic report where required. |
| Mechanical Properties | API 7-1 product requirements ASTM A370 test methods | Yield strength, tensile strength, elongation, reduction of area, impact toughness where specified, and hardness consistency across the finished component. | Results must meet the ordered grade and purchaser specification at the specified test temperature and sampling location. Test specimens should be traceable to the same heat and heat-treatment batch. | Certified tensile and impact reports, hardness readings, specimen location drawing, and laboratory equipment calibration records. |
| Ultrasonic Testing (UT) | ASTM A388/A388M ASTM E213 API 7-1 or purchaser acceptance level | Internal and near-surface discontinuities in the forged body, including inclusions, cracks, laminations, pipe, and non-metallic segregation. | Full-volume or defined-zone scanning should be performed with calibrated equipment. The rejection level must be stated in the purchase order because UT acceptance limits vary by product grade, section size, frequency, and service risk. | Written UT procedure, operator qualification, calibration blocks, scan coverage diagram, sensitivity settings, electronic scan files, and signed UT report. |
| Magnetic Particle Testing (MT) | ASTM E709 ASTM E1444/E1444M API 7-1 or purchaser acceptance level | Surface and slightly subsurface discontinuities in ferromagnetic material, especially at shoulders, fillets, keyways, stress-concentration areas, and machined transitions. | Use a qualified wet or dry magnetic-particle procedure with adequate magnetization in two directions where required. Linear indications and relevant indications should be evaluated against the agreed acceptance criteria. | MT procedure, yoke or coil calibration, field-strength verification, contrast/background records, lighting check, indication map, and inspector qualification record. |
| Visual and Dimensional Inspection | API 7-1 API RP 7G-2 for inspection concepts applicable to drill-stem elements | Surface condition, straightness, outside and inside diameters, length, shoulder contact, thread profile, bore condition, keyways, and identification markings. | Dimensions and connection requirements must conform to the approved drawing and applicable API or ISO specification. Thread damage, unacceptable machining marks, and sharp stress raisers should be rejected. | Dimensional report, thread-gauge records, straightness report, surface-finish readings where specified, photographs, and final inspection checklist. |
| Thread and Shoulder Integrity | API 7-1 rotary-shouldered connection requirements | Thread form, pitch diameter, taper, lead, flank condition, root radius, shoulder squareness, sealing surface, and proper thread compound compatibility. | Use calibrated API-compatible gauges or equivalent approved gauges. Connection make-up requirements, shoulder contact, and torque limits must be defined for the specific connection design. | Thread inspection report, gauge calibration certificates, dimensional charts, shoulder-contact check, and make-up simulation or torque report when requested. |
| Hardbanding Procedure | Purchaser-approved welding procedure API 7-1 and project-specific casing-wear requirements | Substrate preparation, preheat and interpass temperature, welding consumable control, bead sequence, dilution, cooling rate, surface profile, hardness, and dimensional runout. | Hardbanding is not governed by one universal acceptance value. The buyer should approve the alloy, application area, welding procedure, maximum profile, hardness range, and casing-wear requirement before production. | Welding procedure specification, welder qualification, consumable certificates, temperature logs, hardbanding profile measurement, hardness map, and repair record. |
| Hardbanding Surface Quality | Approved welding procedure ASTM E709 or ASTM E1444/E1444M where MT is specified | Cracks, lack of fusion, excessive porosity, unacceptable undercut, sharp edges, spalling risk, carbide segregation, and interference with the drill-string connection. | Relevant cracks and lack of fusion should be rejected. Final profile must be smooth enough for the intended casing and drilling environment, with all project-specific limits documented in the inspection plan. | Visual inspection, MT report where required, macro-section or metallographic verification for qualification, profile gauge results, and post-weld dimensional report. |
| Nondestructive Testing Personnel | ISO 9712 ASNT SNT-TC-1A or CP-189, where contractually required | Competence of UT, MT, visual, and dimensional inspectors; procedure approval; equipment calibration; and independence of inspection records. | Personnel should hold qualifications accepted by the buyer or governing project specification. Qualification requirements should identify the method, level, employer practice, and certification validity. | Inspector certificates, employer written practice, training records, annual vision examination, equipment calibration certificates, and procedure approval sheet. |
| Traceability and Documentation | API 7-1 quality documentation ISO 9001 quality-management principles | Continuous identification of heat number, forging batch, heat-treatment batch, NDT results, machining records, hardbanding batch, and final product serial number. | Every report should identify the product, heat number, inspection date, procedure revision, inspector, equipment, acceptance criteria, and final disposition. | Material traceability matrix, manufacturing record book, nonconformance reports, corrective-action records, certificate of conformity, and final release note. |
| Nonconformance Control | ISO 9001 corrective-action principles Purchaser quality plan | Identification, segregation, technical evaluation, repair approval, reinspection, and closure of defects or deviations. | No repair, weld repair, dimensional concession, or acceptance-by-deviation should be made without documented technical approval and repeat inspection where applicable. | Nonconformance report, root-cause analysis, approved repair procedure, reinspection results, concession approval, and closure evidence. |
| Pre-Shipment Verification | Inspection and test plan agreed with the buyer | Final dimensions, markings, thread protectors, corrosion protection, packaging, lifting points, accessories, and document completeness. | Release only after all mandatory hold points, witness points, NDT reports, heat-treatment records, and dimensional checks are complete and accepted. | Final inspection release, packing list, photographs, preservation record, shipping documents, and complete manufacturing record book. |