Title:
Maintenance Acceptance Criteria Guideline
Region:
Function/PSL:
Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
1.0
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
3.1
Page:
1 of 65
Purpose
This document provides guidelines for visual inspection of reusable components of service-related tools
during maintenance. It includes guidance on the features and acceptance criteria that are the focus of
visual inspections for key components of common service-related tools as required by the Global
Maintenance Workshop Activities MAN-GL-HAL-HCT-900.
2.0
Scope
This guideline applies to service-related tools within the Completion Tools PSL.
3.0
Reference Documents
•
4.0
MAN-GL-HAL-HCT-900, HCT Workshop Activities
General
Note: Under some circumstances, repairs to nickel plated components can be made using the SIFCO process as
per ES-C-168. The feasibility of repairs should be discussed with the Global Advisor of the product line
prior to any repair.
4.1
Sealing Surfaces for Non-Metal Seals
4.1.1
Definition of Sealing Surfaces for o-ring type seal glands
Sealing surfaces are defined as the surface that is directly in contact with a seal. The
most common seal configuration consists of an o-ring groove (internal or external) and a
mating seal surface (shaft or bore). The groove may contain either a combination of oring and backup rings (Fig 4.1) or a single o-ring with no backup rings (Figure 4.2). The
backup rings serve the purpose of limiting the extrusion of the primary seal and do not
create a seal between the two sealing surfaces.
Printed versions of this document are considered UNCONTROLLED.
Title:
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Manager
Halliburton Management System
Document Number:
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Rev Date:
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Figure 4.1: Sealing Surface Defined for O-Ring with Two Backup Rings
Figure 4.2: Sealing Surface Defined for Single O-ring Seal Configuration
4.1.2
Visual Inspection of o-ring type seal glands
Acceptance criteria for the visual inspection of sealing surfaces for elastomeric seals are
controlled by Section 11 of the Global Workshop Activities MAN-GL-HAL-HCT-900.
However, the following items provide additional guidance when performing the visual
inspection on o-ring type seal glands.
• Interconnected pits as illustrated in D-2 of Figure 5.1 that cross the sealing area shall
be cause for rejection.
• Individual pits at a pit density similar to D-3 or greater of Figure 5.1 that extend across
more than 50% of the sealing area shall be cause for rejection.
• The Extrusion Control Surfaces adjacent to the seal groove are acceptable with pit
densities up to and including D-4 of Figure 5.1. Pit densities exceeding this level on
these surfaces shall be cause for rejection.
4.2
Metal-to-metal sealing surfaces
Acceptance criteria for the visual inspection of metal-to-metal sealing surfaces is controlled by
Section 11 of the Global Workshop Activities MAN-GL-HAL-HCT-900. However, the following
items provide additional guidance when performing the visual inspection on o-ring type seal
glands.
4.2.1
Metal-to-metal sealing surfaces typically can be categorized into two broad groupings;
• those that are required to be “leak tight” where no leakage is allowed, (examples
include ball & seat sets for barrier type valves, thread connection seals, etc.)
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•
4.3
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those which can have some small amount of leakage and still perform their required
function. (examples include setting ball & seats or flapper & seats used for tool
actuation)
4.2.2
Leak tight metal-to-metal seals
• Pits of detectable depth are not allowed in the sealing surface, so even widely
spaced pits as illustrated in D-1 of Figure 5.1 are not acceptable.
4.2.3
Metal-to-metal seals that allow small amounts of leakage
• Densities of pits with detectable depth should not exceed those illustrated in D-3 of
Figure 5.1.
Water column test of balls, flappers, or prongs and their mating seats for metal-to-metal seal
validation
This test can be used to assist in the evaluation of the metal-to-metal sealing surfaces of balls,
flappers or prongs with their mating seats. It is not intended to be a substitute for other
required testing or to override the acceptance criteria for these surfaces Workshop Activities
MAN-GL-HAL-HCT-900.
• Refer to Section 15.11, Water Column Testing in the HCT Workshop Activities,
MAN-GL-HAL-HCT-900 for detailed instructions for conducting a water column test.
5.0
Pit Density Guidelines
5.1
The acceptance of an area containing pits with detectable depths is related to the density of the
pits and the function of the surface containing the pits. Figure 5.1 provides example pit densities
for use in communicating acceptable densities and documenting observed densities.
Figure 5.1 – Pit Density Guideline
5.2
Pits of detectable depth are defined as those in which the pointed end of an o-ring pick will hang
up in as it is dragged across the pit under a light amount of force.
Printed versions of this document are considered UNCONTROLLED.
Title:
Maintenance Acceptance Criteria Guideline
Region:
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HCT
Owner:
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Fabiana Sanchez
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Manager
6.0
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Visual Inspection Guidelines & Examples for Retrievable Service Tools
The table and example photographs in this section provide guidance for use in evaluating reusable tool
components during maintenance. Also provided are requirements for Non-Destructive Examination
(NDE) using Magnetic Particle or Liquid Penetrant methods and method used to validate components
for reuse.
• Table 6.1 includes typical components for Retrievable Service Tools. This table is intended to
supplement and reinforce the information provided in the Tool & Equipment Maintenance Sheet
(TEMS), the OMM/BDMI and the HCT Global Workshop Activities MAN-GL-HAL-HCT-900.
Printed versions of this document are considered UNCONTROLLED.
Title:
Maintenance Acceptance Criteria Guideline
Region:
Function/PSL:
Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
3.1
Page:
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Table 6.1 - Retrievable Service Tools
Component
Type
Couplings/
Adapters
Key Focus
Areas
Sealing Surfaces
Threads
Visual Inspection Guide
General
(including Sealing Surfaces)
• Erosion on any pressure containing or load
bearing areas
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
Note: Wrench Marks on wrench flats are
not considered Mechanical Damage.
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
• Plating loss in sealing area
• Pitting, scratches or mechanical damage in
sealing area
NDE
Threads
Validation
Method
• Burs, witness marks, raised • All pressure
• Functional
protrusions, etc. that cannot containing or load
test of
be buffed or removed
bearing threads
assembled
shall have NDE
tool
• Loss of more than one full
performed every
• Pressure test
thread
10 runs
of assembled
• Dents or flattened areas on
tool
threads
• For pressure
• Drift of
• Raised protrusions
containing or load
assembled
• Signs of over-torque (i.e.
bearing
tool
mechanical damage,
deformation of thread form, components; the
entire component,
etc.)
including threads
• Threads visually pulled in
shall have NDE
one direction (yielding or
performed every
permanent deformation)
20 runs
Printed versions of this document are considered UNCONTROLLED.
Reference
Figures
Fig. 6.2.6
Fig. 6.2.7
Fig. 6.2.8
Fig. 6.2.9
Fig. 6.2.10
Fig. 6.2.11
Fig. 6.2.12
Fig. 6.2.13
Fig. 6.2.26
Fig. 6.2.27
Fig. 6.2.33
Fig. 6.2.34
Fig. 6.2.35
Fig. 6.2.36
Fig. 6.2.37
Fig. 6.2.38
Fig. 6.2.39
Fig. 6.2.40
Fig. 6.2.41
Title:
Maintenance Acceptance Criteria Guideline
Region:
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Global
HCT
Owner:
Approved By:
Job Revision By:
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Fabiana Sanchez
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Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Table 6.1 - Retrievable Service Tools
Component
Type
Key Focus
Areas
Cases/Housings/
Sleeves/Bodies/
Cylinders
Sealing Surfaces
Threads
Visual Inspection Guide
General
(including Sealing Surfaces)
• Erosion on any pressure containing or load
bearing areas
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
Note: Wrench Marks on wrench flats are
not considered Mechanical Damage.
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
• Plating loss in sealing area
• Pitting, scratches or mechanical damage in
sealing area
NDE
Threads
Validation
Method
• NPT thread gauge criteria
• All pressure
• Functional
containing or load
test of
• Burs, witness marks, raised
assembled
protrusions, etc. that cannot bearing threads
shall have NDE
tool
be buffed or removed
performed
every
•
Pressure
test
• Loss of more than one full
10
runs
of
assembled
thread
tool
• Dents or flattened areas on
• For pressure
threads
containing or load
• Raised protrusions
bearing
• Signs of over-torque (i.e.
components; the
mechanical damage,
deformation of thread form, entire component,
including threads
etc.)
shall have NDE
• Threads visually pulled in
performed every
one direction (yielding or
20 runs
permanent deformation)
Printed versions of this document are considered UNCONTROLLED.
Reference
Figures
Fig. 6.2.6
Fig. 6.2.7
Fig. 6.2.8
Fig. 6.2.9
Fig. 6.2.10
Fig. 6.2.11
Fig. 6.2.12
Fig. 6.2.13
Fig. 6.2.14
Fig. 6.2.17
Fig. 6.2.18
Fig. 6.2.19A
Fig. 6.2.19B
Fig. 6.2.26
Fig. 6.2.27
Fig. 6.2.28
Fig. 6.2.29
Fig. 6.2.34
Fig. 6.2.35
Fig. 6.2.36
Fig. 6.2.37
Fig. 6.2.38
Fig. 6.2.39
Fig. 6.2.40
Fig. 6.2.41
Title:
Maintenance Acceptance Criteria Guideline
Region:
Function/PSL:
Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Table 6.1 - Retrievable Service Tools
Component
Type
Components with
Flow Ports
Key Focus
Areas
Flow Ports
Sealing Surfaces
Threads
Visual Inspection Guide
General
(including Sealing Surfaces)
• Erosion on any pressure containing or load
bearing areas or around flow ports
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
Note: Wrench Marks on wrench flats are
not considered Mechanical Damage.
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
• Plating loss in sealing area
• Pitting, scratches or mechanical damage in
sealing area
NDE
Threads
Validation
Method
• Burs, witness marks, raised • All pressure
• Functional
protrusions, etc. that cannot containing or load
test of
be buffed or removed
bearing threads
assembled
shall have NDE
tool
• Loss of more than one full
performed every
• Pressure test
thread
10 runs
of assembled
• Dents or flattened areas on
tool
threads
• For pressure
• Drift of
• Raised protrusions
containing or load
assembled
• Signs of over-torque (i.e.
bearing
tool
mechanical damage,
deformation of thread form, components; the
entire component,
etc.)
including threads
• Threads visually pulled in
shall have NDE
one direction (yielding or
performed every
permanent deformation)
20 runs
Printed versions of this document are considered UNCONTROLLED.
Reference
Figures
Fig. 6.2.20
Fig. 6.2.21
Title:
Maintenance Acceptance Criteria Guideline
Region:
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Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Table 6.1 - Retrievable Service Tools
Component
Type
Mandrels
Key Focus
Areas
Sealing Surfaces
Threads
Lugs (if present)
Visual Inspection Guide
General
(including Sealing Surfaces)
• Erosion on any pressure containing or load
bearing areas
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
Note: Wrench Marks on wrench flats are
not considered Mechanical Damage.
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
• Plating loss in sealing area
• Pitting, scratches or mechanical damage in
sealing area
• Bending of lugs
• Galling, mechanical damage to lugs that
cannot be removed
NDE
Threads
Validation
Method
• Burs, witness marks, raised • All pressure
• Functional
protrusions, etc. that cannot containing or load
test of
be buffed or removed
bearing threads
assembled
shall have NDE
tool
• Loss of more than one full
performed every
• Pressure test
thread
10 runs
of assembled
• Dents or flattened areas on
tool
threads
• For pressure
• Drift of
• Raised protrusions
containing or load
assembled
• Signs of over-torque (i.e.
bearing
tool
mechanical damage,
deformation of thread form, components; the
entire component,
etc.)
including threads
• Threads visually pulled in
shall have NDE
one direction (yielding or
performed every
permanent deformation)
20 runs
Printed versions of this document are considered UNCONTROLLED.
Reference
Figures
Fig. 6.2.15
Fig. 6.2.16
Fig. 6.2.22
Fig. 6.2.23
Fig. 6.2.24
Fig. 6.2.25
Title:
Maintenance Acceptance Criteria Guideline
Region:
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Global
HCT
Owner:
Approved By:
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Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Table 6.1 - Retrievable Service Tools
Component
Type
Key Focus
Areas
Visual Inspection Guide
General
(including Sealing Surfaces)
NDE
Threads
Validation
Method
Volume Tube
Sealing Surfaces
• Erosion on any pressure containing or load
bearing areas
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
Note: Wrench Marks on wrench flats are
not considered Mechanical Damage.
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
• Plating loss in sealing area
Pitting, scratches or mechanical damage in
sealing area
• For pressure
• Pressure test
containing or load
of assembled
bearing
tool
components; the • Drift of
entire component,
assembled
including threads
tool
shall have NDE
performed every
20 runs
Pistons
Sealing Surfaces
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
• Plating loss in sealing area
• Pitting, scratches or mechanical damage in
sealing area
• For pressure
• Pressure test
containing or load
of assembled
bearing
tool
components; the
entire component,
including threads
shall have NDE
performed every
20 runs
Printed versions of this document are considered UNCONTROLLED.
Reference
Figures
Title:
Maintenance Acceptance Criteria Guideline
Region:
Function/PSL:
Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Page:
10 of 65
Table 6.1 - Retrievable Service Tools
Component
Type
Shoes
Key Focus
Areas
Outside Diameter
Threads
Slips - Mechanical
Buttons/Teeth/Body
Visual Inspection Guide
General
(including Sealing Surfaces)
• OD dimension within design acceptance
limits
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
• Visible Material loss
• Corrosion on sealing surfaces, load bearing
surfaces, threads and thread undercuts
• Plating loss in sealing area
• Pitting, scratches or mechanical damage in
sealing area
NDE
Threads
Validation
Method
Reference
Figures
• Burs, witness marks, raised
protrusions, etc. that cannot
be buffed or removed
• Loss of more than one full
thread
• Dents or flattened areas on
threads
• Raised protrusions
• Signs of over-torque (i.e.
mechanical damage,
deformation of thread form,
etc.)
• Threads visually pulled in
one direction (yielding or
permanent deformation)
• No missing buttons or slip teeth
• No cracked buttons or slip teeth
Note: Slight chipping of leading edge is
permissible provided no more than 10% of
the total buttons or teeth on any individual
slip are affected
• No galling on sliding surfaces that cannot
be removed
• No bending, twisting or distortion on the
shape of the slip
Printed versions of this document are considered UNCONTROLLED.
• Load bearing Slips
shall have NDE
performed every
10 runs
Fig. 6.2.31
Fig. 6.2.32
Fig. 6.2.33
Title:
Maintenance Acceptance Criteria Guideline
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HCT
Owner:
Approved By:
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Table 6.1 - Retrievable Service Tools
Component
Type
Slips - Hydraulic
Key Focus
Areas
Buttons/Teeth
Sealing Surfaces
Drag Blocks
Buttons/Body
Visual Inspection Guide
General
(including Sealing Surfaces)
NDE
Threads
• No missing buttons or slip teeth
• No cracked buttons or slip teeth
Note: Slight chipping of leading edge is
permissible provided no more than 10% of
the total buttons or teeth on any individual
slip are affected
• No galling on sliding surfaces that cannot
be removed
• Corrosion, scratches, mechanical damage
on sealing surfaces, sliding surfaces
• No missing buttons
• No cracked buttons
• No buttons protruding past the drag block
face
• No bending, twisting or distortion on the
shape of the drag block
Printed versions of this document are considered UNCONTROLLED.
Validation
Method
• Load bearing Slips • Pressure test
shall have NDE
of assembled
performed every
tool
10 runs
Reference
Figures
Fig. 6.2.30
Fig. 6.2.1
Fig. 6.2.2
Title:
Maintenance Acceptance Criteria Guideline
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HCT
Owner:
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Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
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Table 6.1 - Retrievable Service Tools
Component
Type
Key Focus
Areas
Visual Inspection Guide
General
(including Sealing Surfaces)
Threads
• Burs, witness marks, raised
protrusions, etc. that cannot
be buffed or removed
• Loss of more than one full
thread
• Dents or flattened areas on
threads
• Raised protrusions
• Signs of over-torque (i.e.
mechanical damage,
deformation of thread form,
etc.)
Threads visually pulled in one
direction (yielding or
permanent deformation)
Drag Block Sleeve
J-Slot
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Raised metal from wrench, rig tongs, slips
or torque machine jaws that cannot be
removed without affecting component
function
Note: Wrench Marks on wrench flats are
not considered Mechanical Damage.
• Visible Material loss
• Corrosion on sealing surfaces, sliding
surfaces, load bearing components, threads
and thread undercuts
Springs
Surface Finish
• Erosion
• Mechanical Damage (i.e. bending,
collapsing, egging, flaring, flats from wear,
galling, gouges, etc.)
• Visible Material loss
• Corrosion
• Misshaped compared to original
configuration (permanent set)
Shape
NDE
Printed versions of this document are considered UNCONTROLLED.
Validation
Method
• Functional
test of
assembled
tool
• Functional
test of
assembled
tool
Reference
Figures
Title:
Maintenance Acceptance Criteria Guideline
Region:
Function/PSL:
Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
3.1
Page:
13 of 65
Table 6.1 - Retrievable Service Tools
Component
Type
Key Focus
Areas
Reusable
Load Bearing
(Engineered) Bolts Surfaces
Threads
Visual Inspection Guide
General
(including Sealing Surfaces)
NDE
Threads
Validation
Method
• Mechanical Damage (i.e. bending,
• Burs, witness marks, raised • For pressure
• Functional
collapsing, egging, flaring, flats from wear,
protrusions, etc. that cannot containing or load
test of
galling, gouges, etc.)
be buffed or removed
bearing
assembled
components; the
tool
• Visible Material loss
• Loss of more than one full
entire
component,
•
Pressure
test
thread
• Corrosion on sealing surfaces, sliding
including
threads
of
assembled
surfaces, load bearing components, threads • Dents or flattened areas on
shall have NDE
tool
and thread undercuts
threads
performed
every
• Raised protrusions
20 runs
• Signs of over-torque (i.e.
mechanical damage,
deformation of thread form,
etc.)
• Threads visually pulled in
one direction (yielding or
permanent deformation)
Printed versions of this document are considered UNCONTROLLED.
Reference
Figures
Title:
Maintenance Acceptance Criteria Guideline
Region:
Function/PSL:
Global
HCT
Owner:
Approved By:
Job Revision By:
HCT Global Quality
Fabiana Sanchez
HCT SQ Team
Manager
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Rev No:
3.1
Page:
14 of 65
• Visual Inspection Examples
The photographs in this section provide examples of the conditions of components that may be
encountered when conducting visual inspection during tool maintenance. Because the tools are
retrievable, they will be subject to wear, corrosion and damage due to the harsh environments in which
they operate. Use of these photographs and the guidelines from Table 6.1 will assist trained users in
properly evaluating tool components for reuse.
Figure
6.2.1
6.2.2
6.2.3
6.2.4
6.2.5
6.2.6
6.2.7
6.2.8
6.2.9
6.2.10
6.2.11
6.2.12
6.2.13
6.2.14
6.2.15
6.2.16
6.2.17
6.2.18
6.2.19A&B
6.2.20
6.2.21
6.2.22
6.2.23
6.2.24
6.2.25
6.2.26
6.2.27
6.2.28
6.2.29
6.2.30
6.2.31
6.2.32
6.2.33
6.2.34
6.2.35
Table of Contents – Visual Inspection Examples
Feature / Component Type
Issue
Drag Block
Wear
Drag Block
Shape Distortion
Entire Component
General Corrosion
ID Sliding Surface (non-sealing)
Pitting / Corrosion
ID Sliding Surface (non-sealing)
Pitting / Corrosion
ID Sealing Surface
Pitting / Corrosion
ID Sealing Surface
Pitting / Corrosion
ID Sealing Surface
Pitting / Corrosion
ID Sealing Surface
Pitting / Corrosion
ID Sealing Surface
Loss of Plating
ID Sealing Surface
Loss of Plating
ID Sealing Surface
Loss of Plating
ID Sealing Surface
Loss of Plating
ID Sealing Surface
Mechanical Damage
Mandrel
Pitting / Corrosion
Mandrel
Erosion
Metal-to-Metal Seal Surfaces
Pitting / Corrosion
Metal-to-Metal Seal Surfaces
Pitting / Corrosion
Metal-to-Metal Seal Surfaces
Discoloration / Damage
OD Sealing Surface (with flow ports)
Loss of Plating
OD Sealing Surface (with flow ports)
Loss of Plating / Mechanical Damage
OD Sealing Surface
Loss of Plating
OD Sealing Surface
Mechanical Damage
OD Sealing Surface (moving seal)
Mechanical Damage
OD Sealing Surface (moving seal)
Mechanical Damage
O-Ring Groove - External
Pitting / Corrosion
O-Ring Groove - External
Pitting / Corrosion
O-Ring Sealing Surface - CAS
Pitting / Corrosion
O-Ring Sealing Surface - CAS
Pitting / Corrosion
O-Ring Sealing Surface - CAS
Shoulder/Face Damage
O-Ring Groove - External
Pitting / Corrosion
O-Ring Groove – External (non-moving seal) Mechanical Damage
Slips - Hydraulic
Mechanical Damage
Slips - Mechanical
Mechanical Damage
Slips - Mechanical
Corrosion
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Figure
6.2.36
6.2.37
6.2.38
6.2.39
6.2.40
6.2.41
6.2.42
6.2.43
6.2.44
6.2.45
6.2.46
6.2.47
Halliburton Management System
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Table of Contents – Visual Inspection Examples
Feature / Component Type
Issue
Slips – Mechanical
Shape Distortion
Threads – Sealing Surface
Pitting / Corrosion
Threads – Sealing Surface
Pitting / Corrosion
Threads – Sealing Surface
Pitting / Corrosion
Threads
Mechanical Damage
Threads
Mechanical Damage
Threads
Mechanical Damage
Threads
Mechanical Damage (Galling)
Threads – ID Thread Relief
Pitting / Corrosion
LH - Ball Seat
Pitting / Corrosion
LH - Ball Seal
Pitting / Corrosion
LH – Flapper and Seat
Condition
Figure 6.2.1 – Drag Blocks – Wear
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Observation: Buttons in good condition and not protruding beyond the base material
Disposition: Accepted
Reason: Meet the acceptance criteria for Drag Block wear evaluation:
• No missing buttons
• No cracked buttons
• No buttons protruding past the drag block face
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Figure 6.2.2 – Drag Blocks – Shape Distortion
Observation Drag Block bent out of shape
:
Disposition: Rejected
Reason: No distortion of the shape of the Drag Blocks is allowed. Bending, twisting
and or buckling can reduce its effectiveness. This can be inspected by holding the Slip
to a flat surface or a straight edge.
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Figure 6.2.3 – Entire Component – General Corrosion
Observation: Heavy corrosion and pitting over entire component
Disposition: Rejected
Reason: General corrosion and pitting to this magnitude is not acceptable on any tool
component. Even components that are not subject to extreme loads and
pressures should not be reused when exhibiting corrosion to this extent.
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Figure 6.2.4 – ID Sliding Surface (non-sealing) – Pitting / Corrosion
Observation: Light Isolated Pitting and Corrosion
Disposition: Accepted
Reason: Light isolated pitting is allowed in non-sealing areas. This type of pitting
will not affect the burst/collapse value of the component. However, the
area would be considered a critical area since it is a sliding surface. Care
must be taken to inspect this area for raised corrosion that could prevent
internal components from easily sliding within this component.
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Figure 6.2.5 – ID Sliding Surface (non-sealing) – Pitting / Corrosion
Observation: Raised Surface Corrosion
Disposition: Rejected
Reason: Raised corrosion is not acceptable in this area of the component since it is a
sliding surface. This component may be salvageable if the raised corrosion can
be removed to expose a surface that is flush with the surrounding area. In the
condition depicted here, the component is considered rejected.
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Figure 6.2.6 – ID Sealing Surface – Pitting / Corrosion
Observation: Light corrosion/pitting
Disposition: Accepted
Reason: Light corrosion/pitting is allowed in sealing areas. This type of pitting will not affect
the sealing area of the component. However, the area would be considered a critical
sealing area. Care must be taken to inspect this area for raised corrosion or heavy
pitting that could prevent the o-rings from sealing.
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Figure 6.2.7 – ID Sealing Surface – Pitting / Corrosion
Observation: Pitting/corrosion with loss of material on sealing surface
Disposition: Rejected
Reason: Deep pitting and corrosion with material loss of this magnitude is not
acceptable on any tool component sealing surface. This pitting occurs in the
sealing area and could affect the integrity of the o-ring seal. This component is
deem critical since it is subjected to burst and/or collapse forces and must seal
for proper function.
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Figure 6.2.8 – ID Sealing Surface – Pitting / Corrosion
Observation: Large pit in seal area
Disposition: Rejected
Reason: This pitting occurs in the o-ring seal surface area and could affect the integrity
of the o-ring seal.
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Figure 6.2.9 – ID Sealing Surface – Pitting / Corrosion
Observation: Minor pitting in non-sealing area of surface
Disposition: Accepted
Reason: While there is evidence that some corrosion has taken place close to the
shoulder of the connection, it is not located in the o-ring sealing area of the ID
surface.
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Figure 6.2.10 – ID Sealing Surface – Loss of Plating
Observation: Light plating loss in o-ring sealing area
Disposition: Rejected
Reason: The loss of plating observed indicated a loss of adhesion between the plating
and the base material. Additional use could result in rapid deterioration of the
surface since the condition of the plating bond is uncertain.
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Figure 6.2.11 – ID Sealing Surface – Loss of Plating
Observation: Indication of plating loss and pitting in sealing area.
Disposition: Rejected
Reason: The loss of plating and pitting occurs in the sealing area and could affect the
integrity of the o-ring seal.
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Figure 6.2.12 – ID Sealing Surface – Loss of Plating
Observation: Significant loss of plating and pitting present
Disposition: Rejected
Reason: Multiple indications of plating loss in the sealing surface. The plating loss might
not be specifically were the o-ring sets, but is significant enough that it will
likely continue and could interfere with the integrity of the o-ring seal.
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Figure 6.2.13 – ID Sealing Surface – Loss of Plating
Observation: Loss of plating and plating blisters on a dynamic sealing surface
Disposition: Rejected
Reason: This sealing surface has been compromised from blistering and loss of
plating material as well as corrosion of the base metal. Sealing surfaces
that are considered dynamic (moving seal) are often plated to maintain
a smooth surface finish. Blistering is a common plating defect. Once a
blister ruptures, the surrounding plated area is susceptible to rapid
deterioration.
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Figure 6.2.14 – ID Sealing Surface – Mechanical Damage
Observation: Scratches in an o-ring sealing surface
Disposition: Rejected
Reason: The sealing surface has radial scratches in a sealing area which are wide
enough to be detected with a fingernail or pick. This would likely compromise
the ability of the o-ring to form a seal. The scratches also exhibit a spiral
pattern which are an indicator that the defect occurred during make up/break
out of the mating component. That mating component should be checked for
damage as well.
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Figure 6.2.15 – Mandrel – Pitting / Corrosion
Observation: Light pitting in sealing area with heavier pitting in area adjacent to seal
area
Disposition: Accepted
Reason: Light corrosion and pits with no discernible depth are allowed in sealing
areas provided no raised material is present. This type of light corrosion
and pitting should not affect the seal integrity of the component. If the
heavier corrosion seen on either side of the sealing area extended into
the sealing area, the component would rejected.
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Figure 6.2.16 – Mandrel - Erosion
Observation: Loss of material due to erosion
Disposition: Rejected
Reason: Excessive material loss on the inner edge of component due to erosion. The
material loss could affect the burst/collapse rating of the component.
In addition, the erosion has resulted in a sharp leading edge that could
damage the seal during assembly.
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Figure 6.2.17 – Metal-to-Metal Seal Surfaces – Pitting / Corrosion
Observation: Corrosion and pitting on the MTM sealing surface of a ball seat
Disposition: Rejected
Reason: Raised corrosion and pitting on the sealing surface would prevent proper
sealing of the ball.
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Figure 6.2.18 – Metal-to-Metal Seal Surfaces – Pitting / Corrosion
Observation: Light corrosion and pitting on the metal-to-metal sealing surface
Disposition: Accepted
Reason: Light corrosion/pitting is allowed in a metal-to-metal sealing area if it has no
discernible depth and no raised material that would interfere with sealing.
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Figure 6.2.19A – Metal-to-Metal Seal Surface (Ball) – Discoloration/Damage
Observation: Discolored areas on metal-to-metal sealing surface of ball
Disposition: Acceptable
Reason: Through normal use, a light build-up of residue or discoloration may occur on
ball valves that is not detrimental to the sealing ability of the ball and seat.
The area indicated between the two circles is the position of the ball seat
when the ball is in the closed position. Scratches that are of detectable depth
and transverse the sealing area would be reason for rejection. The ball surface
that contacts the ball seat should be examined for raised surfaces which may
hinder smooth operations. Such a defect would be cause for rejection. It is a
good practice to use the ball seat to check for raised surface imperfections
before installing the components in an assembly.
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Figure 6.2.19B – Metal-to-Metal Seal Surface (Seat) – Discoloration/Damage
Observation: Discolored areas on metal-to-metal sealing surface of ball seat
Disposition: Acceptable
Reason: Through normal use, a light build-up of residue or discoloration
may occur on a ball seat that is not detrimental to the sealing
ability of the ball on the seat.
Scratches that can be detected with a fingernail or pick and
traverse the sealing surface would be cause for rejection.
The sealing surface that contacts the ball should be examined for
raised surfaces which might affect sealing. Such raised surfaces
would be cause for rejection.
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Figure 6.2.20 – OD Sealing Surface (with flow ports) – Loss of Plating
Observation: Loss of plating and light corrosion at ports
Disposition: Accepted
Reason: Since this damage has occurred at the ports, a molded/o-ring seal is not
maintained in this area. However, this type of damage must be closely
inspected for raised surfaces that might damage the seal that slides over
this area. The corroded area may require remediation to remove any
raised surfaces.
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Figure 6.2.21 – OD Sealing Surface (with flow ports) - Loss of Plating / Mechanical Damage
Observation: Loss of plating and corrosion with mechanical damage in the form of deep
scratches
Disposition: Rejected
Reason: The corrosion observed around the ports appears to have raised material that
is beyond remediation. Although the molded seal/o-ring does not seal in this
area, movement across this area could damage the seal.
The loss of plating extends into the sealing area of the OD surface where the
molded seal/o-ring would be required to seal. The corrosion could affect the
seal integrity and the rough surface from the plating loss could damage the sel.
The scratch running along the axis of the component appears to have raised
edges. Even if the raised edges could be removed, the depth and orientation of
the scratch could affect the seal integrity.
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Figure 6.2.22 – OD Sealing Surface - Loss of Plating
Observation: Blistering of plating and corrosion of base metal
Disposition: Rejected
Reason: This sealing surface has been compromised from blistering and loss of the
plating material as well as corrosion of the base metal. Sealing surfaces that are
considered dynamic (moving seal) are often plated to maintain a smooth
surface finish. Blistering is a common plating defect. Once a blister ruptures,
the surrounding plated area is susceptible to rapid deterioration.
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Figure 6.2.23 – OD Sealing Surface - Mechanical Damage
Observation: Deep scratches along the axis of the component with corrosion and radial
scratches on the same surface
Disposition: Rejected
Reason: The corrosion appears to have raised areas which could damage the seal as it
passes over it. Although remediation might remove any raised material, the
presence of radial scratches could also damage the seals.
The deep scratches along the axis of the component could damage the seal as
it passes over it and could also impact the sealing integrity.
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Figure 6.2.24 – OD Sealing Surface (moving seal) - Mechanical Damage
Observation: Axial scratches in plating in the direction of seal movement
Disposition: Rejected
Reason: The scratches are easily detectable with a fingernail or pick and run in the
direction of seal movement. An o-ring located across this defect has little chance
of maintaining a proper seal. Defects of this kind are often caused when a
foreign object or debris is present between components designed to slide or
move with respect to one another. They can also be caused by poor
assembly/disassembly practices.
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Figure 6.2.25 – OD Sealing Surface (moving seal) - Mechanical Damage
Observation: Radial scratches on an OD sealing surface perpendicular to seal travel
Disposition: Accepted
Reason: The radial indication does not have detectable depth and is perpendicular to
seal travel; therefore, the component is acceptable for use. If these scratches
had detectable depth with a fingernail or pick, the part would not be
acceptable for use as the seal could be damaged as it passes over the scratches.
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Figure 6.2.26 – External O-Ring Groove - Pitting/Corrosion
Observation: Pitting and corrosion in o-ring groove
Disposition: Rejected
Reason: This pitting extends into the sealing surface of the o-ring and could
compromise seal integrity.
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Figure 6.2.27 – O-Ring Groove - External - Pitting/Corrosion
Observation: Uniform pitting in o-ring sealing area
Disposition: Rejected
Reason: The pits visible in the o-ring groove are of a detectable depth and traverse the
sealing surface width.
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Figure 6.2.28 – CAS STUB ACME Special Tool Joint, Pin O-Ring Sealing Surface
Observation: Uniform pitting in o-ring sealing area
Disposition: Rejected
Reason: The pits visible in the o-ring groove are of a detectible depth and traverse more than
50% of the contact area between the seal and sealing surface in the axial direction.
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Maintenance Acceptance Criteria Guideline
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Figure 6.2.29 – CAS STUB ACME Special Tool Joint, Box O-Ring Sealing Surface
Observation: Minor pitting in non-sealing surface
Disposition: Accepted
Reason: While there is evidence that some corrosion has taken place close to the shoulder of
the connection, it is not located in the O-ring sealing surface.
Note – Minor corrosion and pitting outside of dimension 'B' on CAS box connections
and outside dimension 'C' on CAS pin connections is not critical as these are not seal
surfaces.
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Connection Size
5 ¼-4 CAS
3 7/8-6 CAS
2 7/8-6 CAS
2 ¼-6 CAS
Dimension A
measurement (in.)
5.80
4.50
4.50
3.50
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Dimension B
measurement (in.)
0.89
0.73
0.73
0.73
Rev No:
3.1
Dimension C
measurement (in.)
0.32
0.22
0.22
0.22
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Figure 6.2.30 – CAS STUB ACME Special Tool Joint, Seal Areas
Observation 1: Shoulder Face Damage
Disposition: Accepted
Reason: Halliburton CAS connections do not rely on the box and pin shoulder face for sealing
purposes, the shoulder face of the connection are a bearing surface for make-up only,
therefore minor damage that does not interfere with more than 10% cumulative of
the circumferential area (marked red in Figure 6.2.30) on a single connection is
acceptable.
Observation 2: Thread loss/damage, no more than 1 cumulative thread should be missing or
excessively damaged providing the connection can be assembled smoothly without
damage to the mating connection.
Disposition: Accepted
Reason: As noted above, some amount of thread damage will not reduce the tool's overall
performance rating. Additionally, for CAS Box connections, thread damage, thread
corrosion and thread pitting in surface outside of dimension 'A' will not be reason to
scrap the component.
This dimension for A is as per the below –
Connection Size
Dimension A
measurement (in.)
5 ¼-4 CAS
5.80
3 7/8-6 CAS
4.50
Dimension B
measurement (in.)
0.89
0.73
Dimension C
measurement (in.)
0.32
0.22
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2 7/8-6 CAS
2 ¼-6 CAS
4.50
3.50
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0.73
0.73
Rev No:
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Page:
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0.22
0.22
Figure 6.2.31 – O-Ring Groove - External - Pitting/Corrosion
Observation: Pitting and degradation of sealing surface
Disposition: Rejected
Reason: This pitting on the right side of the groove is of detectable depth
and covers a significant portion of the o-ring sealing area. This
example provides a good contrast between an acceptable seal
surface on the left and an unacceptable seal surface on the right.
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Figure 6.2.32 – O-ring Groove – External (non-moving seal) - Mechanical Damage
Observation: Small mechanical damage to edge of o-ring groove
Disposition: Acceptable
Reason: The minor mechanical damage to the edge of the o-ring groove can be
removed with light buffing without affecting the integrity of the o-ring seal for
a non-moving seal.
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Figure 6.2.33 – Slips - Hydraulic - Mechanical Damage
Observation: Damaged buttons
Disposition: Rejected
Reason: The number of damaged buttons exceeds the acceptance criteria for slips with
buttons.
Acceptance criteria for slips with buttons:
• No missing buttons
• No cracked buttons (cracked defined as a fracture running through the button
that would compromise the structural integrity or a button that is sheared off
at or below the slip face.)
• Slight chipping of the leading edge is permissible provided that no more than
10% of the total buttons on any single slip are affected.
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Figure 6.2.34 – Slips - Mechanical - Mechanical Damage
Observation: Missing buttons and some pitting
Disposition: Rejected
Reason: No missing buttons are allowed on Mechanical or Hydraulic Slips. Missing
buttons can reduce the ability of the slip to support the required loads under
all conditions.
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Figure 6.2.35 – Slips - Mechanical - Corrosion
Observation: Minor corrosion, buttons in good condition
Disposition: Accepted
Reason: Light corrosion is allowed if it can be buffed out. All buttons are present and
none are cracked or significantly chipped.
Acceptance criteria for slips with buttons:
• No missing buttons
• No cracked buttons (cracked defined as a fracture running through the
button that would compromise the structural integrity or a button that
is sheared off at or below the slip face.)
Slight chipping of the leading edge is permissible provided that no more than
10% of the total buttons on any single slip are affected.
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Figure 6.2.36 – Slips - Mechanical – Shape Distortion
Observation: Mechanical Slips bent
Disposition: Rejected
Reason: No distortion of the shape of the Mechanical Slips is allowed. Bending,
twisting
and or buckling can reduce the
effectiveness of the slips to effectively support required loads. This can be
inspected by holding the Slip to a flat surface or a straight edge.
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Figure 6.2.37 – Threads – Sealing Surface - Pitting/Corrosion
Observation: Pitting in connection sealing surface and thread form
Disposition: Rejected
Reason: Pitting extends into the metal to metal sealing surface of the thread
connection and could compromise seal integrity.
NOTE: If connection application did not require connection to seal, it
would be acceptable because the corrosion and pitting is not sufficient
enough to compromise load ratings.
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Figure 6.2.38 – Threads – Sealing Surface - Pitting/Corrosion
Observation: Light pitting/corrosion in connection sealing surface
Disposition: Accepted
Reason: Corrosion and pitting is very light, has no raised edges and does not extend
across the sealing surface. Any pits or corrosion in the sealing area that had
detectable depth (could catch a fingernail or pick) would be cause for rejection.
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Figure 6.2.39 – Threads - Sealing Surface - Corrosion
Observation: Raised corrosion on o-ring sealing area
Disposition: Rejected
Reason: The corrosion has a raised texture above the original sealing surface and
traverses the area in which the o-ring would seal. This could compromise the
ability of the o-ring to forma a seal.
Removal of the raised corrosion would most likely leave an area of corrosion
damage across the sealing surface that would also be unacceptable.
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Figure 6.2.40 – Threads - Mechanical Damage -
Observation: Flattened thread form
Disposition: Rejected
Reason: Several of the threads have been flattened likely due to impact. The thread
profile has been compromised and makeup to the mating component is likely
to be impacted. If makeup is attempted, galling of both components is likely to
occur.
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Figure 6.2.41 – Threads - Mechanical Damage
Observation: Gouged thread form
Disposition: Rejected
Reason: One of the threads has been gouged likely due to impact. The thread crest and
thread profile have been deformed. If makeup is attempted, galling of both
components is likely to occur.
Rework: It may be possible to rework threads with this type of damage. Using a thread
file, carefully remove any material that has extended outside the major
diameter and both flanks of the thread form to ensure it cannot engage the
mating thread in a way that would transfer damage to the mating thread
during make-up. Consider illustration below for additional guidance with
respect to amount of removed thread versus total thread length.
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Figure 6.2.42 – Threads - Mechanical Damage
Observation: Portion of thread form missing from component
Disposition: Rejected
Reason: A significant portion of the thread form has been removed from the thread
profile. This type of damage will affect makeup and breakout and may have a
negative impact on tensile rating.
The corrosion observed on the threads is not significant and would not have
impacted the acceptance of the component in the absence of the missing
thread form.
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Figure 6.2.43 – Threads - Mechanical Damage (Galling)
Observation: Galling damage resulting in missing material from the thread root
Disposition: Accepted
Reason: The missing material is from the thread root. It will not affect the makeup or
breakout of the thread connection if the damaged area properly remediated to
remove any sharp edges that may protrude into the thread form itself.
The mating component should be closely examined to ensure it is in good
condition and suitable for reuse. The thread connection should be made up by
hand to ensure no excessive friction is present that could indicate additional
damage.
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Figure 6.2.44 – ID Thread Relief - Pitting/Corrosion – Threads
Observation: Corrosion and pitting in thread relief behind a box thread
Disposition: Rejected
Reason: The loss of material resulting from the corrosion and pitting in the thread relief
could impact the load and pressure ratings of the component.
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Figure 6.2.45: ELH Ball Seat
Observation: Pitting on the metal-to-metal sealing surface
Disposition: Rejected
Reason: Any pitting of detectable depth on the sealing surface is not acceptable as may prevent adequate
sealing of the ball.
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Figure 6.2.46: ELH Ball Seal
Observation: Metal to metal seal surface free of petting and/or raised surfaces
Disposition: Accepted
Reason: The sealing surface that contacts the ball should be examined for pitting or raised surfaces which might
affect sealing. Such pitting of any kind and/or raised surfaces would be a cause for rejection
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Figure 6.2.47: Flapper & Seat
Observation: Metal to metal seal surface free of petting and/or raised surfaces
Disposition: Accepted
Reason: The sealing surface that contacts the ball should be examined for pitting or raised surfaces which might
affect sealing. Such pitting of any kind and/or raised surfaces would be a cause for rejection
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Revision Log
Revision Date
Rev. No.
Halliburton Management System
Document Number:
GD-GL-HAL-HCT-910
Rev Date:
31.OCT.2022
Revised By
Rev No:
3.1
Page:
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Summary of Key Revisions
• Updated WM-910 ref with new MAN-900 reference
• Figure 5.1 updated
31.OCT.2022
3.1
HCT SQ Team
• Added accept reject for LH at 6.2.44, 6.2.45 & 6.2.46
• Amended table 6.1 to reflect new additions
• Figure 6.2.28, 29 & 30 added CAS STUM ACME Special Tool
29.MAY.2020
3.0
HCT SQ Team
Joint Inspection requirement.
• Figure 6.2.41 added Rework requirement.
• Section 4.0: Note added about feasibility of repairs to nickel
20.JAN.2019
2.1
HCT SQ Team
plated components and discussing with product line global
advisor.
• Table 6.1 – Slips-Mechanical: Added slip body as key focus
area and indicated that no shape distortion should be
present.
• Table 6.1 – Drag Blocks: Added drag block body as key focus
rea and indicated that no shape distortion should be present.
07.SEP.2018
2.0
HCT SQ Team • Figure 6.2.2 added to show shape distortion example on a
drag block.
• Figure 6.2.33 added to show shape distortion example on a
mechanical slip.
• Updated figure numbers/references throughout to adjust for
the two new figures added.
• Removed duplicate page 14 containing repeated Figure 6.2.1
and updated subsequent figure numbers.
12.JAN.2018
1.1
HCT SQ Team • Moved to new HMS Guideline format from template tem-glhal-hct-002b.
• Made formatting improvements for readability.
• Added the HCT Workshop Practices Manual to the list of
reference documents
• Section 4.3 revised to refer to the workshop practices manual
MAN …HCT-910 for instructions on conducting water column
31.MAR.2016
1.0
HCT SQ Team
tests. Also expanded wording to include prongs.
• Figure 6.2.18A added to provide an example for ball
inspection
• Figure 6.2.18, seat example renumbered to 6.2.18B to allow
for corresponding ball example.
Original Release. The majority of the contents of this document
was previous part of the Appendix for work method WM-GL26.JAN.2015
0.0
HCT SQ Team
HAL-HCT-910. It has been significantly revised and reformatted
during the creation of this new document.
To obtain a copy of a previous version of this document, please contact your local FSQC.
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