Spec08C

44
Specification for Drilling and Production Hoisting Equipment (PSL 1 and PSL 2) API SPECIFICATION 8C THIRD EDITION, DECEMBER 1997 EFFECTIVE DATE: MAY 1998 COPYRIGHT 2000 American Petroleum Institute Information Handling Services, 2000 COPYRIGHT 2000 American Petroleum Institute Information Handling Services, 2000

description

standard

Transcript of Spec08C

  • Specification for Drilling and Production Hoisting Equipment (PSL 1 and PSL 2)

    API SPECIFICATION 8CTHIRD EDITION, DECEMBER 1997

    EFFECTIVE DATE: MAY 1998

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • Specification for Drilling and Production Hoisting Equipment(PSL 1 and PSL 2)

    Exploration and Production Department

    API SPECIFICATION 8CTHIRD EDITION, DECEMBER 1997

    EFFECTIVE DATE: MAY 1998

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • SPECIAL NOTES

    API publications necessarily address problems of a general nature. With respect to partic-ular circumstances, local, state, and federal laws and regulations should be reviewed.

    API is not undertaking to meet the duties of employers, manufacturers, or suppliers towarn and properly train and equip their employees, and others exposed, concerning healthand safety risks and precautions, nor undertaking their obligations under local, state, or fed-eral laws.

    Information concerning safety and health risks and proper precautions with respect to par-ticular materials and conditions should be obtained from the employer, the manufacturer orsupplier of that material, or the material safety data sheet.

    Nothing contained in any API publication is to be construed as granting any right, byimplication or otherwise, for the manufacture, sale, or use of any method, apparatus, orproduct covered by letters patent. Neither should anything contained in the publication beconstrued as insuring anyone against liability for infringement of letters patent.

    Generally, API standards are reviewed and revised, reaffirmed, or withdrawn at leastevery five years. Sometimes a one-time extension of up to two years will be added to thisreview cycle. This publication will no longer be in effect five years after its publication dateas an operative API standard or, where an extension has been granted, upon republication.Status of the publication can be ascertained from the API Authoring Department [telephone(202) 682-8000]. A catalog of API publications and materials is published annually andupdated quarterly by API, 1220 L Street, N.W., Washington, D.C. 20005.

    This document was produced under API standardization procedures that ensure appropri-ate notification and participation in the developmental process and is designated as an APIstandard. Questions concerning the interpretation of the content of this standard or com-ments and questions concerning the procedures under which this standard was developedshould be directed in writing to the director of the Authoring Department (shown on the titlepage of this document), American Petroleum Institute, 1220 L Street, N.W., Washington,D.C. 20005. Requests for permission to reproduce or translate all or any part of the materialpublished herein should also be addressed to the director.

    API standards are published to facilitate the broad availability of proven, sound engineer-ing and operating practices. These standards are not intended to obviate the need for apply-ing sound engineering judgment regarding when and where these standards should beutilized. The formulation and publication of API standards is not intended in any way toinhibit anyone from using any other practices.

    Any manufacturer marking equipment or materials in conformance with the markingrequirements of an API standard is solely responsible for complying with all the applicablerequirements of that standard. API does not represent, warrant, or guarantee that such prod-ucts do in fact conform to the applicable API standard.

    All rights reserved. No part of this work may be reproduced, stored in a retrieval system, or transmitted by any means, electronic, mechanical, photocopying, recording, or otherwise,

    without prior written permission from the publisher. Contact the Publisher, API Publishing Services, 1220 L Street, N.W., Washington, D.C. 20005.

    Copyright 1997 American Petroleum Institute

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • FOREWORD

    This specification is under the jurisdiction of the API Subcommittee on Standardizationof Drilling and Servicing Equipment.

    The purpose of this specification is to establish higher product specification levels forhoisting equipment to meet the requirements of users and regulatory bodies.

    API publications may be used by anyone desiring to do so. Every effort has been made bythe Institute to assure the accuracy and reliability of the data contained in them; however,the Institute makes no representation, warranty, or guarantee in connection with this publi-cation and hereby expressly disclaims any liability or responsibility for loss or damageresulting from its use or for the violation of any federal, state, or municipal regulation withwhich this publication may conflict.

    Suggested revisions are invited and should be submitted to the director of the Explorationand Production Department, American Petroleum Institute, 1220 L Street, N.W., Washing-ton, D.C. 20005.

    This standard shall become effective on the date printed on the cover but may be usedvoluntarily from the date of distribution.

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    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • CONTENTS

    Page

    1 SCOPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.1 Purpose. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.2 Equipment Covered . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.3 Functional and Operational Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.4 Product Specification Levels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.5 Supplementary Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11.6 Metric Conversion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    2 REFERENCED STANDARDS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

    3 DEFINITIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2

    4 DESIGN. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.1 Design Conditions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.2 Strength Analysis . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34.3 Size Class Designation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.4 Contact Surface Radii . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.5 Rating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.6 Load Rating Bases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.7 Design Safety Factor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.8 Shear Strength . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.9 Specific Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44.10 Design Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

    5 DESIGN VERIFICATION TESTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.1 Design Verification Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.2 Sampling of Test Units. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.3 Test Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.4 Determination of Load Rating. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55.5 Alternative Design Verification Test Procedure and Rating . . . . . . . . . . . . . . . . . 55.6 Design Verification Testing Apparatus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.7 Design Changes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65.8 Records. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

    6 MATERIALS REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.2 Written Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.3 Mechanical Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66.4 Material Qualification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76.5 Manufacture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76.6 Chemical Composition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

    7 WELDING REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.2 Welding Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.3 Written Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.4 Control of Consumables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.5 Weld Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.6 Postweld Heat Treatment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

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    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • Page

    7.7 Quality Control Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.8 Specific RequirementsFabrication Welds . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117.9 Specific RequirementsRepair Welds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

    8 QUALITY CONTROL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128.2 Quality Control Personnel Qualifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128.3 Measuring and Test Equipment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128.4 Quality Control for Specific Equipment and Components . . . . . . . . . . . . . . . . . 128.5 Dimensional Verification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158.6 Proof Load Testing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158.7 Hydrostatic Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168.8 Functional Testing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

    9 EQUIPMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169.2 Hoisting Sheaves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169.3 Traveling Blocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189.4 Block-to-Hook Adapters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199.5 Connectors, Link Adapters, and Drill Pipe Elevator Adapters . . . . . . . . . . . . . . 199.6 Drilling Hooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199.7 Elevator Links . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199.8 Elevators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199.9 Rotary Swivels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219.10 Power Swivels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239.11 Power Subs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239.12 Wireline Anchors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269.13 Drill String Motion Compensators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269.14 Pressure Vessels and Piping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269.15 Antifriction Bearing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269.16 Safety Clamps When Capable of Being Used as Hoisting Equipment . . . . . . . 26

    10 MARKING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2610.1 Product Marking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2610.2 Rating Marking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2610.3 Composite Equipment Marking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2610.4 Component Traceability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2610.5 Serialization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2610.6 Marking Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

    11 DOCUMENTATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2611.1 General . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2611.2 Documentation to Be Kept by the Manufacturer . . . . . . . . . . . . . . . . . . . . . . . . 2711.3 Documentation to Be Delivered With the Equipment. . . . . . . . . . . . . . . . . . . . . 27

    APPENDIX ASUPPLEMENTARY REQUIREMENTS . . . . . . . . . . . . . . . . . . . . . . . . 29APPENDIX BMETRIC CONVERSIONS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31APPENDIX CHEAT TREATING EQUIPMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33APPENDIX DGUIDE DOLLIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35APPENDIX EUSE OF THE API MONOGRAM (SEE NOTE) . . . . . . . . . . . . . . . . . . 37

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    Figures1 Equivalent Round Models. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Equivalent Rounds for Complex Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Development of Keel Block Dimensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104 Sheave Grooves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Rotary Swivel Connections. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226 Traveling Block and Hook Bail Contact Surface Radii (See Tables 9A and 9B) . 257 Hook and Swivel Bail Contact Surface Radii (See Tables 9A and 9B). . . . . . . . . 258 Elevator Link and Link Ear Contact Surface Radii (See Tables 9A and 9B) . . . . 25C-1 Thermocouple Locations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

    Tables1 Adjustment Factors for Subsize Impact Specimens . . . . . . . . . . . . . . . . . . . . . . . . . 62 Elongation Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 PSL 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134 PSL 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135 Groove Radii for New and Reconditioned Sheaves and Drums . . . . . . . . . . . . . . 176 Drill Pipe Elevator Bores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Casing Elevator Bores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208 Tubing Elevator Bores. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219A Recommended Hoisting Tool Contact Surface Radii (Inches) . . . . . . . . . . . . . . . 249B Recommended Hoisting Tool Contact Surface Radii (Millimeters) . . . . . . . . . . . 24

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  • 1

    Specification for Drilling and Production Hoisting Equipment (PSL 1 and PSL 2)

    1 Scope

    1.1 PURPOSE

    The purpose of this specification is to provide standardsfor design, manufacture, and testing of hoisting equipmentsuitable for use in drilling and production operations.

    1.2 EQUIPMENT COVERED

    This specification covers the following drilling and pro-duction hoisting equipment:

    a. Crown block sheaves and bearings.b. Traveling blocks and hook blocks.c. Block to hook adapters.d. Connectors and link adapters.e. Drilling hooks.f. Tubing and sucker rod hooks.g. Elevator links.h. Casing, tubing, drill pipe, and drill collar elevators.i. Sucker rod elevators. j. Rotary swivel bail adapters.k. Rotary swivels.l. Power swivels.m. Power subs.n. Spiders, when capable of being used as elevators.o. Wireline anchors. p. Drill string motion compensators.q. Kelly spinners when capable of being used as hoistingequipment.r. Pressure vessels and piping mounted onto hoistingequipment.s. Safety clamps, when capable of use as lifting devices.

    Note: See Appendix D for guidance on design of guide dollies.

    1.3 FUNCTIONAL AND OPERATIONAL REQUIREMENTS

    Hoisting equipment shall be designed, manufactured, andtested such that it is in every respect fit for its intended pur-pose. The equipment shall safely transfer the load it isintended for. The equipment shall be designed for simple andsafe operation.

    1.4 PRODUCT SPECIFICATION LEVELS

    This specification establishes requirements for two productspecification levels. These two PSL designations define dif-ferent levels of technical requirements. PSL 1 includes prac-tices currently being implemented by a broad spectrum of themanufacturing industry. All the requirements of Sections 1through 11 of this specification are applicable to PSL 1unless specifically identified as PSL 2. PSL 2 includes all the

    requirements of PSL 1 plus additional practices currentlybeing implemented by a broad spectrum of users.

    1.5 SUPPLEMENTARY REQUIREMENTS

    Supplementary requirements shall apply only when speci-fied by the purchaser in the contract or order. Appendix Agives a number of standardized supplementary requirements.

    1.6 METRIC CONVERSION

    Metric conversions of SI units are provided in parenthesesthroughout the text of this specification, e.g., 6 inches (152.4millimeters). Metric conversions of SI units are also includedin all tables and figures. The factors used for conversion ofImperial units to metric values are given in Appendix B.

    2 Referenced Standards

    This specification includes by reference, either in total orin part, other API and industry standards. The edition effec-tive at the date of purchase order or date of manufacture,whichever is earliest, shall apply.

    Requirements of other standards included by reference inthis specification are essential to the safety and interchange-ability of the equipment produced.

    Other nationally or internationally recognized standardsmay be used provided it can be shown that they meet orexceed the requirements of the referenced standards herein.

    Note: Only those standards listed below are considered part of this specifica-tion. Documents (subtier) that are referenced by those standards are not con-sidered part of this specification.

    AS 1260

    Equivalent Sections of Certain Shapes toRound Bars

    BS 5781

    Measurement and Calibration Systems

    FEM

    Rules for the Design of HoistingAppliances

    APISpec 4F

    Specification for Drilling and Well Servic-ing Structures

    Std 5B

    Specification for Threading, Gauging andThread Inspection of Casing, Tubing, andLine Pipe Threads

    Spec 5CT

    Specification for Casing and Tubing

    Spec 7

    Specification for Rotary DrillingEquipment

    RP 9B

    Recommended Practice on Application,Care and Use of Wire Rope for Oil FieldService

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 2 API S

    PECIFICATION

    8C

    ASME

    1

    B31.3

    Chemical Plant and Petroleum RefineryPiping

    Section V Non-Destructive ExaminationSection VIII Pressure Vessel Code

    Section IX Welding and Brazing QualificationsASNT

    2

    TC-1A

    Recommended Practice for PersonnelQualification and Certification in Non-Destructive Testing

    ASTM

    3

    A370

    Standard Test Methods and Definitions forMechanical Testing of Steel Products

    A488

    Recommended Practice for Qualificationof Procedures and Personnel for the Weld-ing of Steel Castings

    A668

    Specification for Steel Forgings, Carbonand Alloy, for General Industrial Use

    A770

    Specification for Through Thickness Ten-sion Testing of Steel Plates for SpecialApplications

    A781

    Specification for Steel and Alloy Castingsfor General Industrial Use

    A788

    Specification for Steel Forgings, GeneralRequirements

    E4

    Load Verification of Testing Machines

    E125

    Reference Photographs for Magnetic Par-ticle Indications on Ferrous Castings

    E165

    Practice for Liquid Penetrant InspectionMethod

    E186

    Reference Radiographs for Heavy-Walled[2 to 4

    1

    /

    2

    Inches (51 to 114 Millimeters)]Steel Castings

    E280

    Reference Radiographs for Heavy-Walled[4

    1

    /

    2

    to 12 Inches (114 to 305 Millime-ters)] Steel Castings

    E446

    Reference Radiographs for Steel CastingsUp to 2 Inches (51 Millimeters) inThickness

    E709

    Practice for Magnetic ParticleExamination

    AWS

    4

    D1.1 Structural Welding Code

    MILMIL-H-6875F

    Heat Treatment of Steels, Aircraft PracticeProcess

    MIL STD 120

    Gauge Inspection

    MSS

    5

    MSS SP-55

    Quality Standard for Steel CastingsVisual Method

    3 Definitions

    3.1 bearing load rating:

    A calculated maximum loadbearing rating for bearings subject to the primary load.

    3.2 design load:

    The static plus dynamic load that wouldcause the maximum allowable stress in the item.

    3.3 design safety factor:

    A safety factor to account fora certain safety margin between maximum allowable stressand the minimum specified yield strength of the materialused.

    3.4 design verification test:

    A test undertaken to vali-date the integrity of the design calculations used.

    3.5 dynamic load:

    The load applied to the equipment dueto acceleration effects.

    3.6 equivalent round:

    A standard for comparing variousshaped sections to round bars, in determining the response tohardening characteristics when heat treating low-alloy andmartensitic corrosion-resistant steels.

    3.7 maximum allowable stress:

    The specified mini-mum yield stress divided by the design safety factor.

    3.8 may:

    Within this specification,

    may

    is used to indicatea provision is optional.

    3.9 primary load:

    The axial load to which the equipmentis subjected in operations.

    3.10 primary load carrying components:

    Thosecomponents of the covered equipment through which the pri-mary load is carried.

    3.11 product specification level:

    The level of materialand process controls placed upon the primary load carryingcomponents of the covered equipment.

    3.12 proof load test:

    A production load test undertakento validate the load rating of the unit.

    3.13 rated load:

    The maximum operating load, bothstatic and dynamic, to be applied to the covered equipment.The rated load is numerically equivalent to the design load.

    3.14 repair:

    The removal of defects from castings or fabri-cation welds and refurbishment of the component or assem-bly by welding during the manufacturing process. Note that

    1

    American Society of Mechanical Engineers, 345 East 47th Street, NewYork, New York 10017.

    2

    American Society of Nondestructive Testing,

    3

    American Society for Testing and Materials, 100 Barr Harbor Drive, WestConshohocken, Pennsylvania 19428-2959.

    4

    American Welding Society, 550 LeJeune Road, N.W., P.O. Box 351040,Miami, Florida 33135.

    5

    Manufacturers Standardization Society of the Valve Industry, Inc., 127 ParkStreet, N.E. Vienna, VA 22180

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • S

    PECIFICATION

    FOR

    D

    RILLING

    AND

    P

    RODUCTION

    H

    OISTING

    E

    QUIPMENT

    (PSL 1

    AND

    PSL 2) 3

    repair as referred to in this specification applies only to themanufacture of new equipment.

    3.15 safe working load:

    The safe working load is equalto the design load reduced by the dynamic load.

    3.16 shall:

    Within this specification,

    shall

    is used to indi-cate a provision is mandatory.

    3.17 should:

    Within this specification,

    should

    is used toindicate a provision is not mandatory but is recommended asgood practice.

    3.18 size class:

    Represents the dimensional interchange-ability and the maximum rated load of equipment specifiedherein.

    3.19 special process:

    An operation that may change oraffect the mechanical properties, including toughness, of thematerial sued in the equipment.

    3.20 test unit:

    A prototype unit upon which a design veri-fication test is conducted.

    4 Design

    4.1 DESIGN CONDITIONS

    The following design conditions shall apply:

    a. The design load and the safe working load shall be asdefined in Section 3. The operator of the equipment shall beresponsible for determination of the safe working load forany hoisting operation.b. The minimum design and operating temperature is 4F(20C), unless changed by a supplementary requirement.

    CAUTION:

    Use of the equipment covered by this specifica-tion at rated loads and temperatures less than 4F (20C) isnot recommended unless appropriate materials with therequired toughness properties at lower design temperatureshave been used for the equipment. (See Appendix A, SR 2.)

    4.2 STRENGTH ANALYSIS4.2.1

    The equipment design analysis shall address exces-sive yielding, fatigue, or buckling as possible modes of failure.

    The strength analysis shall be based on the elastic theory.The nominal equivalent stress according to Von Mises-Hencky Theory caused by the design load shall not exceedthe maximum allowable stress defined below. The equivalentstress shall be defined as follows:

    or

    Where:

    s

    e

    = the flow stress in tension and

    s

    1

    , s

    2

    ,

    and

    s

    3

    are thetrue principal stresses in combined loading. Equiva-lent forms of these equations are acceptable. Forbiaxial stress states,

    s

    3

    is zero.

    Note: Faupel, J.H. and Fisher, F.E., Engineering Design, 2nd Edition, 1981,p. 389.

    4.2.2

    All forces that may govern the design shall be takeninto account. For each cross section to be considered, themost unfavorable combination, position, and direction offorces shall be used.

    4.2.3

    Simplified assumptions regarding stress distributionand stress concentration may be used, provided that theassumptions are made in accordance with generally acceptedpractice, or in accordance with sufficiently comprehensiveexperience or tests.

    4.2.4

    The use of empirical relationships are permitted inlieu of analysis, provided such relationships are documentedwith strain gauge testing to verify the stresses within the part.Equipment or components that by their design do not permitattachment of strain gauges to verify the design shall be qual-ified by testing in accordance with Section 5.5.

    4.2.5

    An ultimate strength (plastic) analysis is permittedunder either of the following conditions:

    a. Contact areas.b. Areas of highly localized stress concentrations due to partgeometry, and other areas of high stress gradient where theaverage stress in the section is less than or equal to the maxi-mum allowable stress as defined in Section 4.2.1.

    In such areas, the elastic analysis shall govern for all val-ues of stress below the average stress.

    In case of plastic analysis the equivalent stress as definedin 4.2.1 shall not exceed the maximum allowable stressdefined as follows:

    4.2.6

    The stability analysis shall be carried out accordingto generally accepted theories of buckling.

    4.2.7

    The fatigue analysis shall be based on a period oftime of not less than 20 years.

    s e s 12

    s 22

    s 32

    s 1 s 2 s 2 s 3 s 1 s 3+ +=

    s e

    2( )2

    -----------s 1 s 2( )2 s 2 s 3( )2 s 1 s 2( )2+ +=

    Maximum Allowable Stress Specified Yield Strength Design Safety Factor-------------------------------------------------------------=

    Maximum Allowable Stress Specified Ultimate Strength Design Safety Factor---------------------------------------------------------------------=

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 4 API SPECIFICATION 8C

    4.2.8 The fatigue analysis shall be carried out accordingto generally accepted theories. A method that may be usedis defined in the FEM Rules for the Design of HoistingAppliances.

    4.3 SIZE CLASS DESIGNATIONThe size class designation shall represent the dimensional

    interchangeability and the rated load of equipment specifiedherein. The recommended size classes are as follows:

    Short Tons Metric Tons5 4.5

    10 9.115 13.625 22.740 36.365 59

    100 91150 136250 227350 318500 454650 590750 681

    1000 908

    4.4 CONTACT SURFACE RADIIFigures 6, 7, and 8 and Table 9 show radii of hoisting tool

    contact surfaces. These recommendations cover hosting toolsused in drilling (tubing hooks are included), but all otherwork-over tools are excluded.

    4.5 RATING4.5.1 All hoisting equipment furnished under this specifi-cation shall be rated in accordance with the requirementsspecified herein.

    4.5.2 Such ratings shall consist of a load rating for allequipment and a bearing load rating for all equipment con-taining bearings within the primary load path.

    4.5.3 The bearing load rating is intended primarily toachieve consistency of ratings but is also intended to providea reasonable service life for such main bearings when used atloads within the equipment rating.

    4.6 LOAD RATING BASESThe load rating shall be based on (a) the design safety fac-

    tor as specified in Section 4.7, (b) the minimum specifiedyield strength of the material used in the primary load carry-ing components, and (c) the stress distribution as determinedby design calculations and/or data developed in a design veri-fication load test as specified in Section 5.5.

    4.7 DESIGN SAFETY FACTOR4.7.1 Design safety factor shall be established as follows:

    Where:R = load rating in tons.

    Note: Where R = load rating in metric tons, the formula is

    4.7.2 Load Rating shall be marked on the equipment.

    4.7.3 Use the following equation to determine maximumallowable stress:

    The maximum working stress associated with the designload is maximum allowable stress.

    CAUTION: Design safety factor is intended as design crite-ria and shall not under any circumstances be construed asallowing loads on the equipment in excess of those estab-lished under this specification.

    4.8 SHEAR STRENGTHFor purposes of design calculations involving shear, the

    ratio of yield strength in shear to yield strength in tensionshall be 0.58.

    4.9 SPECIFIC EQUIPMENTRefer to Section 9 for all additional equipment specific

    design requirements.

    4.10 DESIGN DOCUMENTATIONDocumentation of design shall include methods, assump-

    tions, calculations, and design requirements. Design require-ments shall include but not be limited to those criteria forsize, test and operating pressures, material, environmentaland API specification requirements, and other pertinentrequirements upon which the design is to be based.

    The requirements also apply to design change documen-tation.

    Load RatingTons Metric Tons Design Safety Factor, SFD

    150 and less 136 and less 3.00150 to 500 136 to 454 3.00 0.75 (R150)

    350500 and over 454 and over 2.25

    300 0.75 R 136( )318----------------------------------

    Maximum Allowable Stress Specified Minimum Yield StressDesign Safety Factor-------------------------------------------------------------------------------=

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 5

    5 Design Verification Testing5.1 DESIGN VERIFICATION TESTING

    To assure the integrity of equipment design, design verifi-cation testing shall be performed as described below.

    Design verification testing of equipment designed andbuilt to this specification shall be carried out and/or certifiedby a department or organization independent of the designfunction. Design verification testing conducted prior to thefirst issue of this specification per the requirements of APISpecification 8A, Eleventh Edition, are considered to meetthe requirements of this specification. However, the samplingrequirements of Sections 5.2 and 5.5 shall apply.

    Equipment, which by virtue of its simple geometric formpermits accurate stress analysis through calculations only,shall be exempted from design verification testing (e.g., trav-eling blocks).

    5.2 SAMPLING OF TEST UNITSTo qualify design calculations applied to a family of units

    with an identical design concept but of varying sizes and rat-ings, the following sampling options apply:

    a. A minimum of three units of the design shall be subjectedto design verification testing. The test units shall be selectedfrom the low, middle and upper end of the size/rating range.b. Alternatively, the required number of test units can beestablished on the basis that each test unit also qualifies onesize or rating above and below that of the selected test unit.(This option would generally apply to limited product size/rating ranges.)

    5.3 TEST PROCEDURES5.3.1 The test unit shall be loaded to the design load. Afterthis load has been released, the unit shall be checked fordesign functions. The design functioning of all equipmentparts shall not be impaired by this loading.

    5.3.2 Strain gauges shall be applied to the test unit at allplaces where high stresses are anticipated, provided that theconfiguration of the units permits such techniques. The use offinite element analysis, models, brittle lacquer, etc., is recom-mended to confirm the proper location of the strain gauges.Three element strain gauges are recommended in criticalareas to permit determination of the shear stresses and toeliminate the need for exact orientation of the gauges.

    5.3.3 The design verification test load to be applied to thetest unit shall be determined as follows: design verificationtest load = 0.8 x R x SFD, but not less than 2R, where R is themaximum load rating in tons and SFD is the design safety fac-tor as defined in Sections 3 and 4.7.

    5.3.4 The unit shall be loaded to the design verification testload. This test load should be applied carefully, reading the

    strain gauge values and observing the yield. The test unit maybe loaded as many times as necessary to obtain adequate data.

    5.3.5 The stress values computed from the strain gaugereadings shall not exceed the values obtained from designcalculations (based on the design verification test load) bymore than the uncertainty of the testing apparatus specified inSection 5.6. Failure to meet this requirement or prematurefailure of any test unit shall be cause for a complete reassess-ment of the design followed by additional testing of an identi-cal number of test units as originally required, including a testunit of the same size and rating as the one that failed.

    5.3.6 Upon completion of the design verification test, theunit shall be disassembled and the dimensions of each partchecked for evidence of yielding.

    5.3.7 Individual parts of a unit may be tested separately ifthe holding fixtures simulate the load conditions applicable tothe part in the assembled unit.

    5.4 DETERMINATION OF LOAD RATINGThe load rating shall be determined from the results of the

    design verification testing and/or design and stress distribu-tion calculations required by Section 5.1. The stresses at thatrating shall not exceed the values allowed in Section 4.2.Localized yielding shall be permitted at areas of contact. In aunit that has been design verification tested, the critical per-manent deformation determined by strain gauges or othersuitable means shall not exceed 0.2 percent except in contactareas. If the stresses exceed the allowable value, the affectedpart or parts must be redesigned to obtain the desired rating.Stress distribution calculations may be used to load rateequipment only if the analysis has shown to be within accept-able engineering allowances as verified by the design verifi-cation testing prescribed by this section.

    5.5 ALTERNATIVE DESIGN VERIFICATION TEST PROCEDURE AND RATING

    Destructive testing of the test unit may be used, providedan accurate yield and tensile strength of the material used inthe equipment has been determined. This may be accom-plished by using tensile test specimens of the actual materialin the part tested and determining the yield to ultimatestrength ratio. The ratio is then used to rate the equipment bythe following equation:

    Where:SFD = Design safety factor (see Section 4.7).YSa = Actual yield strength, psi.YSm = Minimum specified yield strength, psi.TSa = Actual ultimate tensile strength, psi.Lb = Breaking load, tons.R = Load rating, tons.

    R LbYSaT Sa---------

    YSmYSa SFD------------------------

    =

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 6 API SPECIFICATION 8C

    Since this method of design qualification is not derivedfrom stress calculations, qualification shall be limited to thespecific model, size, and rating tested.

    5.6 DESIGN VERIFICATION TESTING APPARATUS

    The loading apparatus used to simulate the working loadon the test unit shall be calibrated in accordance with ASTME4 so as to ensure that the prescribed test load is obtained.For loads exceeding 400 tons (363 metric tons) the load test-ing apparatus may be verified with calibration devices trace-able to a Class A calibration device and having anuncertainty of less than 2.5 percent.

    Test fixtures shall load the unit (or part) in essentially thesame manner as in actual service and with essentially thesame areas of contact on the load bearing surface. All equip-ment used to load the unit (or part) shall be verified as to itscapability to perform the test.

    5.7 DESIGN CHANGESWhen any change in design or manufacture is made that

    changes the calculated load ratings, supportive design verifi-cation testing in conformance with this section shall be car-ried out. The manufacturer shall evaluate all changes indesign or manufacture to determine whether the calculatedload ratings are affected. This evaluation shall be docu-mented.

    5.8 RECORDSAll design verification records and supporting data shall be

    subject to the same controls as specified for design documen-tation in Section 11.1.

    6 Materials Requirements6.1 GENERAL

    All materials used in the manufacture of equipment fur-nished under this specification shall be suitable for theintended service.

    This section describes the various material qualification,property, and processing requirements for primary load car-rying and pressure containing components unless otherwisespecified.

    6.2 WRITTEN SPECIFICATIONSMaterials shall be produced to a written material specifica-

    tion.For PSL 2, the written specified requirements shall, as a

    minimum, define the following parameters and limitations:

    a. Mechanical property requirements.b. Material qualifications.

    c. Processing requirements, including permitted melting,working, and heat treatment practices.d. Chemical composition and tolerances.e. Repair welding requirements.

    The description of the working practice shall include theforging ratio.

    6.3 MECHANICAL PROPERTIESMaterials shall meet the property requirements specified in

    the manufacturers material specification.Components with a specified minimum yield strength of at

    least 45,000 psi (310 mPa) shall be from materials possessinga minimum impact toughness of 31 foot-pounds (42 joules)at 4F (20C). The specified minimum shall be an averageof three tests, with no individual value less than 24 foot-pounds (32 joules), using full size test pieces where possible.For components with a minimum specified yield strength ofless than 45,000 psi (310 mPa), the 4F (20C) minimumimpact toughness shall be 20 foot-pounds (27 joules) with noindividual value less than 15 foot-pounds (20 joules).

    When it is necessary for subsize impact test pieces to beused, the acceptance criteria shall be multiplied by the appro-priate adjustment factor listed in Table 1. Subsize test piecesof width less than 5 millimeters are not permitted.

    For design temperatures below 20C (e.g., Arctic service)supplementary impact toughness requirements shall apply.See Appendix A, Supplementary Requirement SR 2.

    Where the design requires through thickness properties,materials shall be tested for reduction of area in the thicknessdirection according to ASTM A770. The minimum reductionshall be 25 percent.

    For PSL 2, components shall be fabricated from materialsmeeting the applicable requirements for ductility specified inTable 2 of this specification.

    Table 1Adjustment Factors for Subsize Impact Specimens

    Specimen Dimensionsmm mm Adjustment Factor10.0 7.5 0.83310.0 5.0 0.667

    Table 2Elongation Requirements

    Yield StrengthElongation Minimum Percent

    Lo = Gauge Length; d = Diameter

    psi mPa Lo = 4d Lo = 5d

    Less than 45,000 Less than 310 23 2045,000 to 75,000 310 to 517 20 1975,001 to 110,000 517.1 to 758 17 15Over 110,000 Over 758 14 12

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 7

    6.4 MATERIAL QUALIFICATIONThe mechanical tests required by this specification shall be

    performed on qualification test coupons representing the heatand heat treatment lot used in the manufacture of the compo-nent. Tests shall be performed in accordance with therequirements of ASTM A370, or equivalent standards, usingmaterial in the final heat treated condition. For the purposesof material qualification testing, stress relief following weld-ing is not considered heat treatment. Material qualificationTests may be performed before the stress relieving process,provided that the stress relieving temperature is below thatwhich changes the heat treatment condition.

    The size of the qualification test coupon for a part shall bedetermined using the equivalent round (ER) method. Figure1 illustrates the basic models for determining the ER of sim-ple solid and hollowed parts. Any of the shapes shown maybe used for the qualification test coupon. Figure 2 shows thesteps for determining the governing ER for more complexsections. The ER of a part shall be determined using theactual dimensions of the part in the as heat treated condi-tion. The ER of the qualification test coupon shall be equal toor greater than the equivalent round dimensions of the part itqualifies, except that the ER is not required to exceed 5inches. Figure 3 illustrates the procedure for determining therequired dimensions of an ASTM A370 keel block.

    Qualification test coupons may be integral with the com-ponents they represent or separate from the components or asacrificial production part. In all cases, test coupons shall befrom the same heat as the components they qualify, given thesame working operations, and shall be heat treated with thecomponents.

    Test specimens shall be removed from integral or separatequalification test coupons such that their longitudinal centerline axis is wholly within the center core 1/4 thickness enve-lope for a solid test coupon or within 1/8 inch (3 millimeters)of the mid-thickness of the thickest section of a hollow testcoupon. The gauge length on a tensile specimen or the notch

    of an impact specimen shall be at least 1/4 thickness from theends of the test coupon.

    Test specimens taken from sacrificial production partsshall be removed from the center core 1/4 thickness envelopelocation of the thickest section of the part.

    6.5 MANUFACTUREThe manufacturing processes shall ensure repeatability in

    producing components that meet all the requirements of thisspecification.

    All wrought materials shall be manufactured using pro-cesses that produce a wrought structure throughout the com-ponent.

    All heat treatment operations shall be performed utilizingequipment qualified in accordance with the requirementsspecified by the manufacturer or processor. The loading ofthe material within heat treatment furnaces shall be suchthat the presence of any one part does not adversely affectthe heat treating response of any other part within the heattreatment lot. The temperature and time requirements forheat treatment cycles shall be determined in accordancewith the manufacturers or processors written specifica-tion. Actual heat treatment records shall be traceable to rel-evant components.

    Note: Appendix C of this specification provides recommendations for heattreating equipment qualifications.

    For PSL 2, the manufacturer shall specify the melting,refining, casting, and working practices for all componentscovered by this specification. The specified practices shall berecorded in the required written material specification.

    6.6 CHEMICAL COMPOSITIONThe material composition of each heat shall be analyzed

    for all elements specified in the manufacturers written mate-rial specification.

    For PSL 2, maximum sulfur and phosphorus levels permit-ted in any component shall be 0.025 weight percent each.

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 8 API SPECIFICATION 8C

    Figure 1Equivalent Round Models

    T/2 T/2 T/2 T/2

    T/4

    T T T T

    Round Hexagon Square Rectangle or Plate

    SOLIDS,LENGTH L

    When L is Less Than T, Consider Section as a Plate of L Thickness

    ER = 1.5TER = 1.25TER = 1.1TER (1) = T

    ER = 2T

    L T

    D

    Open Both Ends

    L

    D

    Restricted or Colosed at One or Both Ends

    Note: When L is Less than D, Consider as aPlate of T Thickness when L is Less than T, Consider Section as a Plate of L Thickness.

    2.5R

    3.5R

    1/4T Envelope for TestSpecimen Removal

    1.75R

    R

    KEEL BLOCK CONFIGURATION

    ER = 2.3R

    TUBE (ANY SECTION)

    T (2)

    T (2)

    ER = 2.5T When D is Less than 2.5 in. (63.5 mm)ER = 2.5T When D is Greater than 2.5 in. (63.5 mm)

    Notes: 1. ER = Equivalent Round2. Use maximum thickness for calculation

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 9

    Figure 2Equivalent Rounds for Complex Shapes

    1

    6

    2

    ER = 3 D = 3

    D = 11/2

    ER = 11/2

    ER = 3

    ER = 33/8

    ER = 11/2

    SIMPLE SECTIONS

    ER = Equivalent Diameter of Round Bars

    ER VALUES ER INTERSECTIONAL VALUEThe Diagonal Value may beMeasured instead of Calculatedby Laying out the Intersecting ER Values at Right Angles to one another.

    The Following Steps should be used in Determining the Governing Equivalent Round for Complex Sections

    1. Reduce the components to simple sections.2. Convert simple sections to ER values. The ER value at an intersection is equivalent to a diagonal through

    the diameter of circle which would circumscribe the ER area intersection, normal to the larger ER section,as shown in the upper right-hand sketch.

    3. The maximum ER value, whether it is for a single component or an intersection, shall be taken as the ERof the complex section.

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 10 API SPECIFICATION 8C

    Figure 3Development of Keel Block Dimensions

    1.2 in. dia.

    1.1 in. radius

    2.5R = 2.7 in.3.

    5R = 3.

    8 in

    .

    1.55

    R = 1.

    9 in

    .

    Given:

    Then:R =

    1.75R =2.5R =

    3.5 =

    ER = 21/2 inchesFrom Figure 4.1: ER = 2.3R

    ER/2.3 = 1.087 inches1.75 1.087 = 1.902 inches2.5 1.087 = 2.718 inches3.5 1.067 = 3.085 inches

    CONSTRUCT KEEL BLOCK

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 11

    7 Welding Requirements7.1 GENERAL

    This section describes requirements for the fabrication andrepair welding, where permitted, of primary load carryingand pressure containing components, including attachmentwelds.

    7.2 WELDING QUALIFICATIONSAll welding undertaken on components shall be performed

    using welding procedures that are qualified in accordancewith the following:

    a. For PSL 1: ASME B31.3, ASME Code, Section IX, AWSD1.1 and/or ASTM A488.b. For PSL 2: ASME Code, Section IX.

    This welding shall only be carried out by welder or weld-ing operators who are qualified in accordance with the afore-mentioned standards.

    Welding procedures for base materials that are not listed inthe above standards shall be qualified individually or as agroup based on weldability, tensile properties, or composi-tion. Where the ductility of the parent metal is such as to ren-der it incapable of meeting the bend test requirements ofASME Code, Section IX, the bend test (for PSL 1 or 2) shallbe conducted in the following manner: A bend bar composedof parent metal heat treated to the ductility and strengthrequirements of the applicable specification shall be bent tofailure. The side bend specimen shall then be capable ofbeing bent to within 5 degrees of the angle thus determined.

    7.3 WRITTEN DOCUMENTATIONWelding shall be performed in accordance with welding

    procedure specifications (WPS) written and qualified inaccordance with the applicable standard. The WPS shalldescribe all the essential, nonessential, and supplementaryessential (when requiredsee ASME Code, Section IX)variables as listed in the applicable standard.

    The procedure qualification record (PQR) shall record allessential and supplementary essential (when required) vari-ables of the weld procedure used for the qualification tests.Both the WPS and the PQR shall be maintained as records inaccordance with the requirements of Section 11 of this speci-fication.

    7.4 CONTROL OF CONSUMABLESWelding consumables shall conform to American Welding

    Society (AWS) or consumable manufacturers specifications.The manufacturer shall have a written procedure for stor-

    age and control of weld consumables. Materials of lowhydrogen type shall be stored and used as recommended bythe consumable manufacturer to retain their original lowhydrogen properties.

    7.5 WELD PROPERTIESThe mechanical properties of the weld, as determined by

    the procedure qualification test shall at least meet the mini-mum specified mechanical properties required by the design.When impact testing is required for the base material, it shallalso be a procedure qualification requirement. Results of test-ing in the weld and base material heat affected zone (HAZ)shall meet the minimum requirements of the base material. Inthe case of attachment welds only, the HAZ of materialsrequiring impact testing shall meet the above requirements.

    All weld testing shall be undertaken with the test weld-ment in the applicable postweld heat treated condition.Note: For welded components with weld thickness greater than 1 inch (25.4)millimeters) that are not postweld heat treated, a lowering of the impact testtemperature shall be considered by the manufacturer.

    7.6 POSTWELD HEAT TREATMENTPostweld heat treatment of components shall be in accor-

    dance with the applicable qualified welding procedure speci-fication (WPS).

    7.7 QUALITY CONTROL REQUIREMENTSRequirements for quality control of permitted welds shall

    be in accordance with Section 8 of this specification.

    7.8 SPECIFIC REQUIREMENTSFABRICATION WELDS

    In addition to the requirements specified in Sections 7.2 to7.7 the following shall apply: For joint design, weld jointtypes and sizes shall meet the manufacturers design require-ments and shall be documented in the manufacturers weld-ing procedure specification.

    7.9 SPECIFIC REQUIREMENTSREPAIR WELDSIn addition to the requirements specified in Sections 7.2 to

    7.7, the following shall apply:

    7.9.1 Access

    There shall be adequate access to evaluate, remove, andinspect the nonconforming condition that is the cause of therepair.

    7.9.2 Fusion

    The selected welding procedure specification (WPS) andthe available access for repair shall be such as to ensure com-plete fusion with the base material.

    7.9.3 Forgings and CastingsAll repair welding shall be performed in accordance with

    the manufacturers written welding procedure. Welding pro-cedures shall be documented and shall be supplied at the pur-chasers request.

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 12 API SPECIFICATION 8C

    Prior to any repair, the manufacturer shall document thefollowing criteria for permitted repairs:

    a. Defect type.b. Defect size limits.c. Definition of major/minor repairs.

    All excavations, prior to repair, and the subsequent weldrepair shall meet the quality control requirements specified inSection 8 of this specification.

    For PSL 2, major weld repairs as defined in Section8.4.8.3, the manufacturer shall also produce a dimensionalsketch of the area to be repaired and repair sequence.

    Documentation of repairs shall be maintained in accor-dance with requirements of Section 11 of this specification.

    7.9.4 Tubulars

    Repair welding on wrought tubular goods is not permitted.

    7.9.5 Heat treatment

    The welding procedure specification used for qualifying arepair shall reflect the actual sequence of weld repair andheat treatment imparted to the repaired item.

    8 Quality Control8.1 GENERAL

    This section specifies the quality control requirements forequipment and material. All quality control work shall becontrolled by the manufacturers documented instructions,which shall include appropriate methodology, quantitative,and qualitative acceptance criteria.

    Instructions for nondestructive examination (NDE) activi-ties shall be detailed regarding the requirements of this speci-fication and those of all applicable referenced specifications.All NDE instructions shall be approved by an ASNT TC-1Alevel III examiner or an examiner qualified to a standard rec-ognized by ASNT.

    The acceptance status of all equipment, parts and materialsshall be indicated either on the equipment, parts, or materialsor in the records traceable to the equipment, parts, or materials.

    8.2 QUALITY CONTROL PERSONNEL QUALIFICATIONS

    8.2.1 NDE Personnel shall be qualified and/or certified inaccordance with ASNT TC-1A or an equivalent standard rec-ognized by ASNT.

    8.2.2 Personnel performing visual inspection of weldingoperations and completed welds shall be qualified and certi-fied as follows:

    a. AWS-certified welding inspector, or

    b. AWS-certified associate welding inspector, orc. A welding inspector certified by the manufacturers docu-mented training program.

    8.2.3 All personnel performing other quality control activi-ties directly affecting material and product quality shall bequalified in accordance with the manufacturers documentedprocedures.

    8.3 MEASURING AND TEST EQUIPMENTEquipment used to inspect, test, or examine material or

    other equipment shall be identified, controlled, calibrated,and adjusted at specified intervals in accordance with docu-mented manufacturer instructions, and consistent with a rec-ognized industry standard (e.g., MIL Std 120, BS 5781), tomaintain the required level of accuracy.

    8.4 QUALITY CONTROL FOR SPECIFIC EQUIPMENT AND COMPONENTS

    The quality control requirements in Section 8.4 shall applyto all primary load bearing and/or pressure containing equip-ment and components unless specified otherwise.

    8.4.1 Chemical AnalysisMethods and acceptance criteria shall be in accordance

    with Section 6.6.

    8.4.2 Tensile TestingMethods and acceptance criteria shall be in accordance

    with Section 6.3 and 6.4.

    8.4.3 Impact TestingMethods and acceptance criteria shall be in accordance

    with Sections 6.3 and 6.4.

    8.4.4 TraceabilityComponents shall be traceable by heat and heat treatment

    lot identification.Identification shall be maintained on materials and compo-

    nents through all stages of manufacturing and on the finishedcomponents or assembly. Manufacturers documented trace-ability requirements shall include provisions for maintenanceand replacement of identification marks and identificationcontrol records. Fasteners and pipe fittings shall be exemptfrom the traceability requirements, provided they are markedin accordance with a recognized industry standard.

    8.4.5 Visual ExaminationComponents shall be visually examined. Visual examina-

    tion of castings shall meet the requirements of MSS SP-55.Examination of wrought material shall be in accordance withthe manufacturers document procedures.

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  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 13

    8.4.6 Surface NDE

    All accessible surfaces of each finished component shallbe inspected in accordance wit this section after final heattreatment and final machining operations.

    If the equipment is subjected to a load test, the qualifyingNDE shall be carried out after the load test. For materials sus-ceptible to delayed cracking, as identified by the manufacturer,NDE shall be performed a minimum of 24 hours after the loadtesting. The equipment shall be disassembled for this inspec-tion. Surface coating shall be removed prior to examination.

    8.4.6.1 Method

    Ferromagnetic materials shall be examined by the mag-netic particle (MP) method in accordance with ASME Code,Section V, Subsection A, Article 7, and Subsection B, Article25, or ASTM E709. Machined surfaces shall be examined bythe wet fluorescent method; other surfaces may be examinedby the wet method.

    Nonferromagnetic materials shall be examined by the liq-uid penetrant (LP) method in accordance with ASME Code,Section V, Subsection A, Article 6, and Subsection B, Article24 or ASTM E165.

    When the use of prods cannot be avoided, all prod burnmarks shall be removed by grinding and the affected areasrechecked by LP examination.

    8.4.6.2 Definitions of Indications

    Only those indications with major dimensions greater than1/16 inch (1.6 millimeters) and associated with a surface rup-ture shall be considered relevant. Inherent indications notassociated with a surface rupture (i.e., magnetic permeabilityvariations and nonmetallic stringers) are considered nonrele-vant. If magnetic particle indications greater than 1/16 inch(1.6 millimeters) are believed to be nonrelevant, they shall beexamined by liquid penetrant surface NDE or removed andreinspected to prove their nonrelevance.

    A linear indication is an indication in which the length isequal to or greater than three times the width.

    A rounded indication is an indication that is circular orelliptical with its length less than three times the width.

    Note: Relevant indications are to be evaluated in accordance with AcceptanceCriteria specified in 8.4.6.3.

    8.4.6.3 Acceptance Criteria

    8.4.6.3.1 Castings

    ASTM E125 (reference photographs for magnetic particleindications on ferrous castings) shall be applied as a refer-ence standard for the evaluation of magnetic particle indica-tions on castings. The acceptance criteria shall be as specifiedin Table 3 for PSL 1 and Table 4 for PSL 2.

    Table 3PSL 1

    Maximum Permitted Degree

    Type Discontinuity Descriptions Critical Areas Noncritical Areas

    I Hot tears, cracks None Degree 1II Shrinkage Degree 2 Degree 2III Inclusions Degree 2 Degree 2IV Internal chills, chaplets Degree 1 Degree 1V Porosity Degree 1 Degree 2

    Table 4PSL 2

    Maximum Permitted Degree

    Type Discontinuity Descriptions Critical Areas Noncritical Areas

    I Hot tears, cracks None NoneII Shrinkage None Degree 1III Inclusions Degree 1 Degree 2IV Internal chills, chaplets None Degree 1V Porosity Degree 1 Degree 2

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 14 API SPECIFICATION 8C

    The manufacturer shall establish and maintain critical areadrawings identifying high stress areas, which shall be used inconjunction with this section. For purposes of this section,critical areas shall be defined as all areas where the stress inthe component exceeds the value of the following:

    If critical areas are not identified on critical area drawings,then all surface area of the component shall be consideredcritical.

    Areas of components in which the stress is compressive,and/or where the stress level is less than the value of the fol-lowing shall be exempt from the acceptance criteria definedin Tables 3 and 4.

    8.4.6.3.2 Wrought Material

    The following acceptance criteria apply for surface exami-nation of wrought materials:

    a. No relevant indications with a major dimension equal to orgreater than 3/16 inch (4.8 millimeters).b. No more than ten relevant indications in any continuous 6-square-inch (39-square-centimeter) area.c. No more than three relevant indications in a line separatedby less than 1/16 inch (1.6 millimeters) edge to edge.d. No relevant indications in pressure sealing areas, the rootarea of rotary threads, and stress relief features of thread joints.

    8.4.7 Volumetric Nondestructive Examination of Castings

    8.4.7.1 Method

    Radiographic examination of castings shall be in accor-dance with ASME Code, Section V, Subsection A, Article 3,and Subsection B, Article 22, with the restriction that fluores-cent intensifying screens shall not be used.

    Ultrasonic examination shall be in accordance with ASMECode, Section V, Sub-section A, Article 5, and Subsection B,Article 23. The component(s) shall be examined by thestraight beam method in accordance with SA-609 of Article23 and shall be supplemented by angle beam examination asin T-510, T-520, T-541.4.1, T-541.4.2, and T-542.4.3 inareas where a back reflection cannot be maintained duringthe straight beam examination, or where the angle betweenthe two surfaces of the component is more than 15 degrees.

    8.4.7.2 SamplingPrimary load bearing castings shall be examined by volu-

    metric NDE on the following sampling basis as a minimum:

    a. All areas of initial or prototype castings shall be examinedby ultrasonic or radiographic methods until the results of suchexamination indicate that a satisfactory production techniquehas been established.b. Thereafter, for production lots less than 10, one castingout of every 10 production castings, or for production lotsgreater than 10, one casting per production lot, shall be volu-metrically examined in all critical areas as identified oncritical area drawings.c. Should any casting show any indications outside theacceptance criteria as defined in Section 8.4.7.3, two morecastings from that production lot as described above shall beexamined by the same method(s) and should either of thesetwo be found nonconforming, all castings of that batch shallbe examined. If the two additional castings are acceptable,the remainder of the batch may be accepted and the initialnonconforming casting repaired or scrapped.

    8.4.7.3 Acceptance Criteria8.4.7.3.1 Radiography

    The acceptance criteria for radiographic examination arebased on the Standard Reference Radiographs of ASTME445, ASTM E186, or ASTM E280, depending on the wallthickness being examined.

    In all cases, cracks, hot tears, and inserts (defect types D,E, and F, respectively) are not permitted.

    The remaining indication types shown in the ReferenceRadiographs, shall meet Severity Level 2 in all critical areasand Severity Level 3 in noncritical areas. Critical areas shallbe as defined in Section 8.4.6.3. If critical areas are not iden-tified on critical area drawings, then all surface areas of thecomponent shall be considered critical.

    Areas of components in which the stress is compressive,and/or where the stress level is less than the value of s e lowstress, defined in Section 8.4.6.3, shall be exempt from volu-metric examination.

    8.4.7.3.2 Ultrasonic Examination

    The acceptance criteria for both straight beam and anglebeam ultrasonic examination of castings are based on SA-609 in ASME Code, Section V, Subsection B, Article 23.The requirements are as follows:

    a. For PSL 1: Quality Level 3.b. For PSL 2: Quality Level 1 for casting thicknesses up to 2

    inches (50 millimeters);Quality Level 2 for casting thicknesses from 2to 4 inches (50 to 100 millimeters);

    High Stress Specified Minimum Yield Strength1.33( ) Design Safety Factor( )------------------------------------------------------------------------------------

    Low Stress 0.1( ) Specified Minimum Yield Strength( )Design Safety Factor------------------------------------------------------------------------------------------------------------

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  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 15

    Quality Level 3 for casting thicknesses over 4inches (over 100 millimeters).

    In addition, the following conditions shall apply:

    a. Regardless of casting thickness, Quality Level 1 shallapply within 2 inches (50 millimeters) of the casting surface.b. Discontinuities indicated to have a change in depth of 1inch (25 millimeters) or half the thickness, whichever is thelesser, are not permitted.

    8.4.8 Nondestructive Examination of Welds

    8.4.8.1 GeneralWhen examination is required essential welding variables

    and equipment shall be monitored, and completed weldments(including a minimum of 1/2 inch (12.7 millimeters) of sur-rounding base metal) and the entire accessible weld shall beexamined in accordance with the methods and acceptancecriteria of this section.

    The NDE required by this section shall be carried out afterfinal heat treatment.

    8.4.8.2 Fabrication Welding8.4.8.2.1 Visual Examination

    All fabrication welds shall be visually examined in accor-dance with ASME Code, Section V, Subsection A, Article 9.

    Undercuts shall not reduce the thickness in the affectedarea to below the design thickness and shall be ground toblend smoothly with the surrounding material.

    Surface porosity and exposed slag are not permitted on orwithin 1/8 inch (3 millimeters) of sealing surfaces.

    8.4.8.2.2 Surface NDEAll primary load bearing and pressure containing welds

    and attachment welds to main load bearing and pressure con-taining components shall be examined as described in Sec-tion 8.4.6.1.

    The following acceptance criteria shall apply:

    a. No relevant linear indication.b. No rounded indications greater than 1/8 inch (3 millime-ters) for welds whose depth is 5/8 inch (16 millimeters) or lessor 3/16 inch (4.8 millimeters) for welds whose depth is greaterthan 5/8 inch (16 millimeters).c. No more than three relevant indications in a line separatedby less than 1/16 inch (1.6 millimeters) edge to edge.

    8.4.8.2.3 Volumetric NDE

    Primary load bearing and pressure containing welds shallbe examined by either ultrasonic or radiographic methods inaccordance with ASME Code, Section V, Subsection A,Article 5 and Article 2 respectively.

    For PSL 1, this applies to full penetration welds only.For PSL 2, this applies to all welds.Acceptance criteria shall be in accordance with the

    requirements of ASME Code, Section VIII Division I, UW-51 and Appendix 12 as appropriate.

    8.4.8.3 Repair Welds8.4.8.3.1 Weld Preparation Examination

    All excavations for weld repairs shall be examined by themagnetic particle method and acceptance criteria asdescribed in Section 8.4.6.2.

    8.4.8.3.2 Repair Welds in CastingsAll repair welds in castings shall be examined as described

    in Section 8.4.6.1. Acceptance criteria shall be identical tothose for fabrication welds (see Section 8.4.8.2).

    For PSL 2, if the depth of repair exceeds 25 percent of theoriginal wall thickness or 1 inch (25.4 millimeters), which-ever is lesser, the repair is classified as major and shall alsobe examined by either radiography or ultrasonic methods.Methods and acceptance criteria shall be as defined for criti-cal areas in Section 8.4.8.2).

    8.4.8.3.3 Repair of WeldsNDE requirements for the repair of weld defects are identi-

    cal to those for the original weld (see Section 8.4.8.2).

    8.5 DIMENSIONAL VERIFICATIONVerification of dimensions shall be carried out on a sample

    basis as defined and documented by the manufacturer.All main load bearing and pressure sealing threads shall be

    gauged to the requirements of the relevant thread specifica-tion(s).

    For PSL 2, verification of external interface dimensionsshall be carried out on each component and/or assembly asrelevant.

    8.6 PROOF LOAD TESTINGThis section describes the proof load testing requirements

    for the following equipment:

    a. Elevators.b. Links.c. Spiders (when capable of being used as elevators).d. Safety clamps when capable of being used as hoistingequipment.

    Each production unit of the above equipment shall be loadtested in accordance with the requirements of this section.

    Equipment not listed shall be load tested if SupplementaryRequirement SR 1 is specified in the order.

    The equipment shall be mounted in a test fixture capableof loading the equipment in essentially the same manner as in

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 16 API SPECIFICATION 8C

    actual service and with essentially the same areas of contacton the load bearing surfaces.

    A test load equal to 1.5 times the rated load shall beapplied and held for a period of not less than 5 minutes.

    Following the load test, the design functions of the equip-ment shall be checked, as applicable. Proper functioning ofthe equipment shall not be impaired by the load test.

    Assembled equipment shall be subsequently strippeddown to a level that will permit full surface NDE of all pri-mary load bearing parts (excluding bearings).

    All critical areas of the primary load bearing parts shall besubjected to magnetic particle examination in conformancewith Section 8.4.6.

    8.7 HYDROSTATIC TESTINGWhen hydrostatic testing of equipment is required, as indi-

    cated in Section 9, the following general requirements shallapply:

    8.7.1 The hydrostatic test shall be carried out in four steps:

    a. The primary pressure-holding period.b. Reduction of the pressure to zero.c. Thorough drying of external surface of the equipment.d. The secondary pressure-holding period.

    Timing of the secondary holding period shall not start untilthe test pressure has stabilized, and the equipment and thepressure monitoring devices have been isolated from thepressure source.

    8.7.2 Calibrated pressure gauges and recording equipmentshall be used during testing. Recorder graphs shall be signed,dated, and made traceable to the equipment being tested.

    Specific hydrotesting requirements are included under therelevant equipment headings of Section 7.

    8.8 FUNCTIONAL TESTINGSpecific functional testing requirements are included under

    the relevant equipment headings of Section 9.

    9 Equipment9.1 GENERAL

    All of the requirements of Sections 1 through 8 apply tothe primary load carrying components of the covered equip-ment unless specifically noted otherwise in this section. It isthe equipment designers responsibility to determine the pri-mary load path through the equipment and to define the pri-mary load carrying components.

    9.2 HOISTING SHEAVES9.2.1 Materials for Sheaves

    Sheaves are exempt from impact testing.

    9.2.2 Sheaves NDE

    Surface hardened areas of sheave grooves shall be exemptfrom the requirements of Section 8.4.6. NDE of the groovearea may be performed prior to surface hardening the groove.

    Sheave webs manufactured from rolled steel plate lessthan 2 inches (50 mm) thickness and having minimum speci-fied yield strength less than 45,000 psi (310 mPa) shall beexempt from surface NDE.

    9.2.3 Sheave Diameter

    The sheave diameter shall be the overall diameter, D,shown in Figure 4. Sheave diameters shall, whenever practi-cable, be determined in accordance with the recommenda-tions given in API Recommended Practice 9B.

    9.2.4 Drilling and Casing Line Sheaves

    Grooves for drilling and casing line sheaves shall be madefor the rope size specified by the purchaser. The bottom ofthe groove shall have a radius, R, (Table 5) subtending an arcof 150 degrees. The sides of the groove shall be tangent tothe ends of the bottom arc. Total groove depth shall be a min-imum of 1.33d and a maximum of 1.75d, where d is the nom-inal rope diameter shown in Figure 4, Detail A.

    9.2.5 Sand-Line Sheaves

    Grooves for sand-line sheaves shall be made for the ropesize specified by the purchaser. The bottom of the grooveshall have a radius, R, (Table 5) subtending an arc of 150degrees. The sides of the groove shall be tangent to the endsof the bottom arc. Total groove depth shall be a minimum of1.75d and a maximum of 3d, where d is the nominal ropediameter shown in Figure 4, Detail B.

    9.2.6 Marking

    Sheaves conforming to this specification shall bemarked with the manufacturers name or mark, the sheavegroove size and the sheave OD. These marking shall becast or stamped on the side of the outer rim of the sheave.

    Example: A 36-inch (914.4 millimeters) sheave with a11/8 inch (28.6 millimeters) groove should be marked asfollows:

    AB CO 1-1/8 Spec 8C 36

    or

    AB CO 1.125 Spec 8C 36

    Note: See API Recommended Practice 9B for details of sheave groove gaug-ing practice and worn sheave data.

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 17

    Table 5Groove Radii for New and Reconditioned Sheaves and DrumsNominal Wire Rope

    DiameterGroove Radius

    MinimumGroove Radius

    Maximumin. mm in. mm in. mm

    0.250 6.5 0.134 3.40 0.138 3.510.313 8 0.167 4.24 0.172 4.370.375 9.5 0.199 5.05 0.206 5.230.438 11 0.232 5.89 0.241 6.120.500 13 0.265 6.73 0.275 6.990.563 14.5 0.298 7.57 0.309 7.850.625 16 0.331 8.41 0.344 8.740.750 19 0.398 10.11 0.413 10.490.875 22 0.464 11.79 0.481 12.221.000 26 0.530 13.46 0.550 13.971.125 29 0.596 15.14 0.619 15.721.250 32 0.663 16.84 0.688 17.481.375 35 0.729 18.52 0.756 19.201.500 38 0.795 20.19 0.825 20.961.625 42 0.861 21.87 0.894 22.711.750 45 0.928 23.57 0.963 24.461.875 48 0.994 25.25 1.031 26.192.000 52 1.060 26.92 1.100 27.942.125 54 1.126 28.60 1.169 29.692.250 58 1.193 30.30 1.238 31.452.375 60 1.259 31.98 1.306 33.172.500 64 1.325 33.66 1.375 34.932.625 67 1.391 35.33 1.444 36.682.750 71 1.458 37.03 1.513 38.432.875 74 1.524 38.71 1.581 40.163.000 77 1.590 40.39 1.650 41.913.125 80 1.656 42.06 1.719 43.663.250 83 1.723 43.76 1.788 45.423.375 86 1.789 45.44 1.856 47.143.500 90 1.855 47.12 1.925 48.893.750 96 1.988 50.50 2.063 52.404.000 103 2.120 53.85 2.200 55.884.250 109 2.253 57.23 2.338 59.394.500 115 2.385 60.58 2.475 62.874.750 122 2.518 63.96 2.613 66.375.000 128 2.650 67.31 2.750 69.855.250 135 2.783 70.69 2.888 73.365.500 141 2.915 74.04 3.025 76.845.750 148 3.048 77.42 3.163 80.346.000 154 3.180 80.77 3.300 83.82

    Note: For wire rope sizes 0.375 inch (9.5 mm) and larger not found on this table use the following equations:Minimum new grove radius = nominal rope radius + 6%Maximum groove radius = nominal rope radius + 10%

    COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000COPYRIGHT 2000 American Petroleum InstituteInformation Handling Services, 2000

  • 18 API SPECIFICATION 8C

    9.3 TRAVELING BLOCKS9.3.1 Sheaves

    Traveling block sheaves shall comply with the applicablerequirements of Section 9.2.

    9.3.2 Sheave Bearing Rating

    The bearing rating of traveling blocks shall be determinedby the formula:

    Where:WB = Calculated block bearing rating, tons.N = Number of sheaves in the block.WR = Individual sheave bearing rating, pounds at 100

    RPM for 3,000-hour minimum life for 90 percent of the bearings.

    For antifriction bearing design and manufacturing require-ments, see Paragraph 9.15.

    9.3.3 Traveling BlocksContact surface radii shall comply with the dimensions in

    Table 9 and Figure 6.

    9.3.4 Hook Blocks

    Contact surface radii shall comply with the dimensions inTable 9 and Figures 6, 7, and 8. The connection methodbetween the traveling block component and the hook compo-nent is left to the manufacturer.

    9.3.5 Traveling Block Hood Eye Opening RatingThe traveling block top handling member shall, for 500-

    ton size class and larger, have a static load rating establishedbased on the same safety factors as required for the primarymembers as given in Section 4.7.

    9.3.6 Traveling Block Hood Eye Opening MarkingMarking in accordance with Section 10.3 shall be placed

    near the top handling eye connection of traveling blocksrated 500 tons or more. That marking shall indicate the rating

    Figure 4Sheave Grooves

    15 15

    d

    R

    D150

    Trea

    d Di

    a, D

    T1.

    75d

    Max

    1.33

    d M

    ax

    15 15

    d

    R

    D150

    Trea

    d Di

    a, D

    T3.

    0d M

    ax

    1.75

    d M

    ax

    Drilling Line &Casing Line Sheaves

    DETAIL A

    Sand-Line Sheave

    DETAIL B

    W BNW R714

    ------------=

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  • SPECIFICATION FOR DRILLING AND PRODUCTION HOISTING EQUIPMENT (PSL 1 AND PSL 2) 19

    of the eye connection, which shall also be considered thegross weight capability as determined from the load ratingprovisions of this specification.

    9.4 BLOCK-TO-HOOK ADAPTERSBlock-to-hook adapters shall have the same load rating as

    the hook.

    9.5 CONNECTORS, LINK ADAPTERS, AND DRILL PIPE ELEVATOR ADAPTERS

    9.5.1 The drill pipe elevator adapter shall be made to seaton a tapered or square shouldered drill pipe elevator and shallhave its elevator link ears designed to comply with the con-tact radii in Table 9 and Figure 8.

    9.5.2 The contact radii of like adapters shall comply withthe dimensions in Table 9 and Figures 6, 7, and 8.

    9.6 DRILLING HOOKSContact surface radii shall comply with the dimensions in

    Table 9 and Figures 6, 7, and 8.

    9.7 ELEVATOR LINKS9.7.1 Elevator links shall comply with the dimensions inTable 9 and Figure 8.

    9.7.2 Elevator links shall be designed and manufactured inpairs. Links up to and including 14 feet (4.3 meters) in length

    (as measured between the contact surfaces) shall matchwithin 1/8 inch (3 millimeters). Links over 14 feet (4.3 meters)in length shall match within 1/4 inch (6 millimeters).

    9.8 ELEVATORS9.8.1 Drill pipe elevators for use with taper shoulder andsquare shoulder weld-on tool joints shall have bore dimen-sions as specified in Table 6.

    Casing and tubing elevators shall be suitable to use withcasing and tubing manufactured in accordance with APISpecification 5CT and shall have bore dimensions as speci-fied in Tables 7 and 8 respectively.

    Note: The permissible tolerance on the outside diameter immediately behindthe tubing upset may cause problems with slip type elevators.

    9.8.2 In addition to the markings specified in Section 10.2,drill pipe elevators shall be marked with the drill pipe sizeand style from Table 6, column 7.

    9.8.3 Design verification testing of slip type elevators/spi-ders shall be carried out with the slips/inserts in place. Pro-duction load testing may be carried out without the slips/inserts installed using a tapered mandrel designed to simulatethe actual loading conditions.

    9.8.4 The elevator activating mechanism shall be function-ally tested on each production unit demonstrating full compli-ance with design requirements.

    Table 6Drill Pipe Elevator Bores

    1 2 3 4 5 6 7

    Tool Joint Desig-nation Reference

    Drill Pipe Size and Style (All Weights and

    Grades)

    Weld-On Tool Joints

    Elev.Marking

    Taper Shoulder Square ShoulderNeck Diam. DTEMax.1 Elev. Bore Neck Diam. DSEMax.2 Elev. Bore

    in. mm in. mm in. mm in. mmNC 26(23/8 IF) 23/8 EU 29/16 65.09 221/32 67.47 * * 23/8 EUNC 31(27/8 IF) 27/8 EU 33/16 80.96 39/32 83.34 33/16 80.96 33/8 87.73 27/8 EUNC 38(31/2 IF) 31/2 EU 37/8 98.43 331/32 100.81 37/8 98.43 41/16 103.19 31/2 EUNC 40(4 FH) 31/2 EU 37/8 98.43 331/32 100.81 37/8 98.43 41/16 103.19NC 40(4 FH) 4 IU 43/16 106.36 49/32 101.86 41/8 104.78 45/16 109.54 4 IUNC 46(4 IF) 4 EU 41/2 114.30 425/32 121.44 41/2 114.30 413/16 122.24

    41/2 IU 411/16 119.06 425/32 121.44 45/8 117.48 413/16 122.24 4 EU41/2 IEU 411/16 119.06 425/32 121.44 45/8 117.48 413/16 122.24 41/2 IU

    41/2 FH 41/2 IU 411/16 119.06 425/32 121.44 45/8 117.48 413/16 122.24 41/2 IEU41/2 IEU 411/16 119.06 425/32 121.44 45/8 117.48 413/16 122.24

    NC 50(41/2 IF) 41/2 EU 5 127.00 51/4 133.35 5 127.00 55/16 134.94 41/2 EU5 IEU 51/8 130.18 51/4 133.35 51/8 130.18 55/16 134.94 5 IEU

    51/2 FH 5 IEU 51/8 130.18 51/4 133.35 51/8 130.18 55/16 134.9451/2 FH 51/2 IEU 511/16 144.46 513/16 147.64 511/16 144.46 57/8 149.23 51/2 IEU65/8 FH 6 IEU 615/16 175.02 71/32 178.66 65/8 IEU

    Note: Elevators with the same bores are the same elevators.* Not manufactured.1Dimension DTE from API Specification 7.2Dimension DSE from API Specification 7.

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  • 20 API SPECIFICATION 8C

    Table 7Casing Elevator BoresCasing Elevator Bores

    DCasing Dia.

    TBTop Bore

    BBBottom Bore

    1/64 .40 +1/321/64

    +.79.40

    in. mm in. mm in. mm41/2 114.30 4.594 116.69 4.594 116.695 127.00 5.125 130.18 5.125 130.18

    51/2 139.70 5.625 142.88 5.625 142.8865/8 168.28 6.750 171.45 6.750 171.457 177.80 7.125 180.98 7.125 180.98

    75/8 193.68 7.781 197.64 7.781 197.6473/4 196.85 7.906 200.81 7.908 200.8185/8 219.08 8.781 223.04 8.781 223.0495/8 244.48 9.781 248.44 9.781 248.4497/8 250.83 10.031 254.79 10.031 254.79103/4 273.05 10.938 277.83 10.938 277.83113/4 298.45 11.938 303.23 11.938 303.23127/8 327.03 13.063 331.80 13.063 331.80133/8 339.73 13.563 344.50 13.582 344.50135/8 346.08 13.813 350.85 13.813 350.8514 355.60 14.203 360.76 14.203 360.7616 406.40 16.219 411.96 16.219 411.96

    185/8 473.08 18.875 479.43 18.875 479.4320 508.00 20.281 515.14 20.281 515.14

    211/2 546.10 21.781 553.24 21.781 553.2422 558.80 22.281 565.94 22.281 565.9424 609.60 24.313 617.55 24.313 617.55

    241/2 622.30 24.813 630.25 24.813 630.2526 660.40 26.344 669.14 26.344 669.1427 685.80 27.344 694.54 27.344 694.5428 711.20 28.359 720.32 28.359 720.3230 762.00 30.375 771.53 30.375 771.5332 812.80 32.391 822.73 32.391 822.7336 914.40 36.438 925.53 36.438 925.53

    Note 1: Bottom bore BB is optional; some elevator designs do not have a bottom bore.Note 2: Bore sizes take in account a casing tolerance of +1 percent,0.5 percent on casing outside diameter. If casing diameter including the circumferential weldis within the standard tolerance, these bores can be used.Note 3: Longitudinal, circumferential, or spiral welds should be considered for grinding flush in the area of possible slip or elevator contact if one or more slipscan be set on the weld seam.

    TB

    BB See Note

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