Thread Root Cold Rolling For API Connections

D00881820
Revision D

Rev Approval Signatures Date

Task Authorization T00001276973 Originator
A Tyler Romanyk 01-Dec-16
Technology Approval
Rev Contributing Authors Date A
Krutibas Panda 01-Dec-16
Prepared by Manufacturing Approval
A Tyler Romanyk A Rakesh Parikh
07-Apr-14 01-Dec-16
Prepared by
B Tyler Romanyk 01-Dec-16
Prepared by
C Pranesh Jain 02-Jun-16
Prepared by
D Tyler Romanyk 23-Jun-16
“The information contained herein shall be considered the sole property of Halliburton,
and the recipient thereof agrees not to disclose said information to parties outside
Halliburton and not use or duplicate said information for any purpose, except as specified
by Halliburton, without written permission. Halliburton does not guarantee the accuracy of
any data or interpretation thereof and is not responsible for any loss, damages, or
expenses resulting from the use thereof.”
 Contents
1 Purpose ..........................................................................................................................3
2 Scope ..............................................................................................................................3
3 Reference Documents .....................................................................................................3
4 Thread Root Cold Rolling Requirements ...........................................................................4
5 Supplier Qualification and Annual Audit ..........................................................................5
6 Test Coupons ..................................................................................................................5
7 Test Coupon Evaluation ...................................................................................................5
8 Quality Assurance Inspection...........................................................................................6
9 Vendor Documentation Submission .................................................................................7

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 1 Purpose
1.1 This document defines the minimum acceptable requirements for thread
root cold rolling on API connections and the vendor qualification process.
Its purpose is to maintain both a uniform and consistent standard for the
suppliers/vendors and a high standard of quality control.

2 Scope
2.1 This specification details the thread root cold rolling requirements for API
connections and the vendor qualification process that must be followed.

3 Reference Documents
3.1 Where industry standards are referenced, the vendor is responsible for
obtaining the documents. Where other Halliburton specifications are
referenced, the vendor is responsible for obtaining the documents from
Halliburton. References are detailed in Table 1.
3.2 If further information is required contact Halliburton Document Control
and they can provide information on where to acquire any of the
documents listed below. If you have any questions and/or are unclear on
anything described/instructed in this specification contact Halliburton
Technology and they will provide any clarification required.

Table 1: Selected References

Halliburton
Specification Number Document Number Description

API Spec 7-1 – First Edition Addendum 3 (April 2011):

API Spec 7-1 D01348988
Specification for Rotary Drill Stem Elements
API Spec 7-2 – First Edition Addendum 1 (June 2011):
API Spec 7-2 D01348989 Specification for Threading and Gauging of Rotary
Shouldered Thread Connections
DS-1 – Fourth Edition, Volume 3 Addendum 6
TH HILL DS-1 Vol 3 Addendum 6 D01349000
(December 9, 2016): Drill Stem Inspection
API WG-7037 TR D01402938 API Technical Report First Edition, WG-7037

Notes emphasize additional information that may be useful to

the reader.

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4 Thread Root Cold Rolling Requirements
4.1 Any special requirements referenced on the component drawings
supersede those specified in this document.
4.2 Unless otherwise specified on the drawing, thread root cold rolling shall
be performed on all API threads.
4.3 Cold rolling may be performed using either a manual lathe or a Computer
Numerical Control (CNC) machine equipped with a suitable rolling arm.
4.4 The load may be applied through mechanical or hydraulic means.
4.4.1 Regardless of the method used, the roller arm must be capable of
producing a minimum roller force of 900lbs.
4.5 With the exceptions detailed in this specification, thread rolling shall be
performed in accordance with Section 3.33.7 of DS-1 Fourth Edition,
Volume 3 Addendum 6.
4.6 Parts may be cold rolled using a maximum of 3 passes to obtain the
desired deformation.
4.7 Rollers shall comply with the roller requirements detailed in Section
3.33.7.2 of DS-1 Fourth Edition, Volume 3 Addendum 6.
4.8 Thread roots shall have a minimum deformation as detailed in Table 1.

Table 1: Deformation of Thread Roots

Minimum Root Maximum Vertical Flank
Deformation (in) Deformation (in)
Material Family
Alloy Steel 0.004 0.0399
Stainless Steel 0.002 0.0196
Carbon Steel 0.004 0.0399
Nickel Based Alloy 0.002 0.0196

4.9 Parts shall be rotated at 1 to 10 RPM during the cold rolling process.
4.10 For alloy and carbon steel the required roller force measured in Tables 3.3
and 3.4 of section 3.33.7 (DS-1 Fourth Edition, Volume 3 Addendum 6)
shall be for reference use only.
4.11 For stainless steel and nickel based alloys no reference documents are
available detailing the required force. These forces shall be determined by
the vendor.

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5 Supplier Qualification and Annual Audit
5.1 In order to cold roll the roots of threads on Halliburton parts all test
coupons must be prepared and submitted to a Halliburton approved test
facility for evaluation by the secondary process vendor.
5.2 Process qualification testing is required to be repeated and submitted on
an annual basis.
5.3 For qualification to this process, coupons manufactured from alloy steel
and stainless steel shall be evaluated.
5.4 Test coupons shall be prepared as per Section 6 of this document.
5.5 Test coupons shall be evaluated as per Section 7 of this document.
5.6 At Halliburton’s discretion, qualification may also include a review of the
manufacturing equipment and process/procedures intended to be used by
the vendor.
5.7 Any changes to the qualified process shall require approval from
Halliburton Technology, and may require requalification.
5.8 Upon rejection of any coupon evaluation, the vendor must suspend
production of ALL Halliburton components requiring thread root rolling
immediately, pending requalification.

6 Test Coupons
6.1 Prior to submittal, all test specimens must clearly be identified with the
Vendor, Date, Base Material, Process designation and Halliburton
Specification Number/Revision.
6.2 A minimum of two test coupons shall be evaluated.
6.2.1 One coupon shall be manufactured from alloy steel, and one
coupon shall be manufactured from non-magnetic stainless steel.
6.2.2 One coupon shall be an API Regular box thread, and the other
coupon shall be an API Regular pin thread.
6.2.3 Each coupon may have a different size thread.
6.2.4 Coupons shall be machined with a 3” to 8” API Regular thread.

7 Test Coupon Evaluation

7.1 Test coupons shall be evaluated macroscopically using the following
criteria:
7.1.1 The difference in thread height before and after thread root cold
rolling shall be used to compute the amount of thread root
deformation achieved.

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 7.1.2 The minimum thread root deformation shall be determined based
on the lowest deformation achieved across a minimum of twelve
measurement points on the thread connection.
7.2 A micrograph of the coupon cross-section shall be supplied, and the
following evaluated.
7.2.1 The micrograph shall be etched and the deformation in the root of
the thread evaluated.
7.2.2 As shown in Figure 1, a limited amount of deformation is permitted
on the flanks of the thread.
7.2.3 Root and Flank deformation shall meet the requirements detailed
in Table 1.

Figure 1: Sample of a Thread Roll Radius with a .002” Radial Deformation

8 Quality Assurance Inspection

8.1 Halliburton Quality Assurance (QA) shall perform the following inspections
on all parts:
8.1.1 Inspection shall include a review of the process documentation.

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 8.1.2 Visual inspection to confirm 100% thread root rolling was
performed as per the drawing. Inspection should be done using a
minimum 10x magnifying glass. The root surface will have a
polished appearance if it has been cold rolled.
8.2 Halliburton QA inspection shall verify the items in this specification as per
First Article Inspection (FAI) or Dynamic Modification Rule (DMR).
Additionally for parts requiring FAI or DMR the following shall be
submitted:
8.2.1 Liquid Penetrant Inspection (LPI) Report: Inspection shall be
performed on each API rotary shouldered connection after the
thread root cold rolling process.

9 Vendor Documentation Submission

9.1 The following must be submitted to Halliburton Quality Assurance upon
delivery of the finished parts. This documentation shall identify the
Halliburton part number, and serial number of the parts.
9.1.1 Process conformance certificate to verify the process used, process
vendor, process date and Halliburton specification.
9.1.2 Unless otherwise specified on the drawing, a thread inspection
report as required by API Spec 7-2 and/or other applicable industry
standards such as DS-1, NS-1, NS-2, etc.
9.1.3 Additional Thread Inspection Report for each API rotary shouldered
connection: For thread stand-off, thread lead, and thread profile,
before and after thread root cold rolling.
9.1.4 Visual Inspection Report as required by DS-1 Fourth Edition,
Volume 3 Addendum 6: Refer to Section 3.33.7.5
9.1.5 Post Cold Rolling Inspection as required in DS-1 Fourth Edition,
Volume 3 Addendum 6.
9.1.6 DS-1 Thread Root Cold Rolling Report for each API rotary
shouldered connection: For the used rolling speed (rpm), number
of passes, and the minimum thread root deformation (inch)
achieved.

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