API RP 8B Hoisting Equipment

Contents of substraction from API Recommended Practise 8B Procedures for Inspections, Maintenance,
Repair, and Remanufacture of Hoisting Equipment.

5.4
SWIVEL
No.
5.4
5.4.1
5.4.1.1
Instructions
SWIVEL
Documentation:
Records: the equipment owner or user should maintain a record
keeping system, which contains pertinent information regarding
equipment. Records may include the following:
Comments and recorded values
Res.
COPY NAAR crown block, trav. Block, kelly

API RP 8B section 1.5.1
spinner, hook, top drive elevators and spiders,
dead line anchor, bails. Nummers aanpassen
in column A
A Information provided by the manufacturer

in column A
B Inspection records

in column A
C Maintenance records

in column A
D Repair records

in column A
E Remanufacture records

in column A
ModuSpec Engineering (INT) BV
Standards and instructions
API RP 8B
Page 1 of 8
No.
5.4.1.2
Instructions
Identification: Unit serial number or identification marking
provided by the manufacturer should be maintained on the
equipment and recorded in the equipment record. Identification
marking should be provided by the owner or user for unidentified
equipment which requires the maintenance of records.

in column A
5.4.1.3
History: Changes in equipment status which could affect

equipment serviceability or maintenance should be recorded in the spinner, hook, top drive elevators and spiders,
equipment record.
in column A
5.4.1.4
Record identification: Entries in the equipment record should

include the date and the name of the responsible person(s)
involved in the inspection, maintenance, repair, or remanufacture.

in column A
5.4.2
Definitions.

API RP 8B section 2
in column A
A critical area: A highly stressed region of a primary load carrying

component as defined by the manufacturer.

API RP 8B section 2.1
in column A
B load test: A procedure wherein a load is applied to verify the

serviceability of equipment.

in column A
C primary load: The axial load to which the equipment is subjected

in operations.

in column A
D primary load carrying components: Those components of the

covered equipment through which the primary load is carried.

in column A
API RP 8B
Res.
Page 2 of 8
No.
5.4.3
5.4.3.1
Instructions
E serviceability: The condition of a piece of equipment at any point
in time that affects the ability of the equipment to perform its
function(s) as intended.
Inspection categories:

in column A
in column A
A Category I: Observation of equipment during operation for

indications of inadequate performance.

in column A
B Category II: Category I inspection, plus further inspection for

corrosion; deformation; loose or missing components;
deterioration; proper lubrication; visible external cracks; and
adjustment.

in column A
C Category III: Category II inspection, plus further inspection, which

should include NDE of exposed critical areas and may involve
some disassembly to access specific components and identify
wear that exceeds the manufacturer's allowable tolerances.

in column A
D Category IV: Category III inspection, plus further inspection where

the equipment is disassembled to the extent necessary to conduct
NDE of all primary load carrying components as defined by the
manufacturer.

in column A
Frequency: The owner or user of the equipment should develop

his own schedule of inspections based on experience,
manufacturer's recommendations, and consideration of one or
more of the following factors: environment; load cycles; regulatory
requirements; operating time; testing; repairs; remanufacturer. As
an alternative the owner or user may use Table 1.
Res.

in column A
API RP 8B
Page 3 of 8
No.
5.4.3.2
Instructions
Results of inspection:
A Acceptance Criteria: Acceptance criteria should be established

based on experience and manufacture's recommendations. Worn
equipment, which does not meet acceptance criteria, should not be
accepted for operation at reduced load unless an analysis is made
in accordance with the governing API Equipment Specification.

in column A
Res.

API RP8 B section 3.3.1
in column A
B Rejected Equipment: Rejected equipment should be marked and COPY NAAR crown block, trav. Block, kelly
API RP8 B section 3.3.2
removed from service for further evaluation or until deficiencies are spinner, hook, top drive elevators and spiders,
corrected.
in column A
C Records: Records of Category III and Category IV inspections
should be entered in the equipment record. Testing related to or
indicating the load carrying capacity of the equipment should be
entered in the equipment record.
5.4.4
MAINTENANCE= Action, including inspection, adjustments,

cleaning, lubrication, testing, and expendable parts
replacement, necessary to maintain the serviceability of the
equipment.

API RP8 B section 3.4
in column A
in column A
A Hooks: Semi annual inspection Category III, 5 yearly inspection

Category IV

API RP 8B section 3.2 Table 1
in column A
B Travelling blocks, hook block, block to hook adapter, and

crown block shaves and bearings: Semi annual inspection
Category III, 5 yearly inspection Category IV

in column A
C Connectors and link adapters: Semi annual inspection Category COPY NAAR crown block, trav. Block, kelly
III, 5 yearly inspection Category IV
in column A
API RP 8B
Page 4 of 8
No.
Instructions
D Elevator links: Semi annual inspection Category III, Annual
inspection Category IV

in column A
Res.
E Casing, tubing, drill pipe and drill collar elevators: Semi annual COPY NAAR crown block, trav. Block, kelly
inspection Category III, Annual inspection Category IV
in column A
F Swivel bail adapters: Semi annual inspection Category III, Annual COPY NAAR crown block, trav. Block, kelly
in column A
G Rotary swivels: Semi annual inspection Category III, 5 yearly

in column A
H Power swivels: Semi annual inspection Category III, 5 yearly


in column A
I Power subs: Semi annual inspection Category III, 5 yearly


in column A
J Spiders capable of being used as elevators: Semi annual

inspection Category III, Annual inspection Category IV

in column A
K Dead line tie downs/wire line anchors: Semi annual inspection


in column A
API RP 8B
Page 5 of 8
No.
Instructions
L Drill string motion compensators: Semi annual inspection

in column A
M Kelly spinners capable of being used as hoisting equipment:

Semi annual inspection Category III, 5 yearly inspection Category
IV

in column A
Res.
N Riser and wellhead running tools capable of being used as

hoisting equipment: Semi annual inspection Category III, Annual spinner, hook, top drive elevators and spiders,
in column A
O Safety clamps when capable of being used as hoisting
equipment: Semi annual inspection Category III, Annual

in column A
5.4.5
Repair:

API RP 8B section 5
in column A
5.4.5.1
Procedures: Manufacturers should provide adequate inspection

criteria to allow the equipment owner or user to identify the nature
of repairs that may be required. If repairs are not performed by the
manufacturer, they should be performed using methods or
procedures established in accordance with Paragraph 1.3
(5.4.5.1.a)

in column A
API RP 8B
Page 6 of 8
No.
Instructions
5.4.5.1a Procedure Development: The owner and user together with the
manufacturer should jointly develop and update inspection,
maintenance, repair and remanufacture procedures consistent with
equipment application, loading, work environment, usage, and
other operational conditions. These factors may change from time
to time as a result of a new technology, equipment history, product
improvements, new maintenance techniques and changes in
service conditions. If the manufacture of the equipment no longer
exists or is unable for any reason to provide suitable
recommendations, the owner or user should develop inspection,
maintenance, repair and remanufacture procedures consistent with
widely accepted industry practices.

in column A
5.4.5.2
Bearings: Bearings play an important part in the serviceability of

equipment. The most likely causes for bearing replacement are:
loose or bent cages (rolling element retainers); corrosion, abrasion,
lubrication problems; and spalling from fatigue,. Internal clearance
in excess of manufacturer's allowance may indicate improper
adjustment or assembly, which should be corrected. Repair of antifriction bearing should not be attempted by field or shop personnel.
Consultation with the equipment manufacturer is recommended in
the event of unexplained or repeated bearing failure.

in column A
5.4.5.3
Replacement parts: Replacement parts should meet or exceed

the original equipment manufacturer's criteria.

in column A
5.4.6
Remanufacture:

API RP 8B section 6
in column A
5.4.6.1
Procedures: Remanufacture of equipment should be performed

using methods and procedures developed in accordance with
Paragraph 1.3 Equipment found to be unsuitable for remanufacture
should be destroyed.

in column A
API RP 8B
Res.
Page 7 of 8
No.
5.4.6.2
Instructions
Verification: Following remanufacture NDE shall be performed to
verify the serviceability of the equipment. If load tests are
performed, NDE should be performed after the load test.

in column A
5.4.6.3
Surface indications: Surface indications identified by NDE may

be allowable or non-allowable, depending on the size, shape, and
location as defined by the manufacturer.

in column A
5.4.6.4
Allowable surface indication: Allowable surface indications are

surface indications of size, shape and location that need not be
removed.

in column A
5.4.6.5
Non-allowable surface indications: Non-allowable surface

indications may be classified as follows:

in column A
A Minor Surface Indications: Minor surface indications may be

removed by a limited degree of filing or grinding within limits
specified by the manufacturer. Caution should be exercised to
prevent heating to an extent that could change the mechanical
properties, including toughness, of the material.

in column A
B Major Surface Indications: Major surface indications, which

require material removal beyond the limits specified by 623.3.2a
should be corrected by remanufacture.

in column A
API RP 8B
Res.
Page 8 of 8

API RP 8B Hoisting Equipment

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Contents of substraction from API Recommended Practise 8B Procedures for Inspections, Maintenance,

Repair, and Remanufacture of Hoisting Equipment.

Comments and recorded values

COPY NAAR crown block, trav. Block, kelly

A Information provided by the manufacturer

COPY NAAR crown block, trav. Block, kelly

COPY NAAR crown block, trav. Block, kelly

COPY NAAR crown block, trav. Block, kelly

COPY NAAR crown block, trav. Block, kelly

COPY NAAR crown block, trav. Block, kelly

ModuSpec Engineering (INT) BV

Standards and instructions

Comments and recorded values

History: Changes in equipment status which could affect

Record identification: Entries in the equipment record should

COPY NAAR crown block, trav. Block, kelly

COPY NAAR crown block, trav. Block, kelly

A critical area: A highly stressed region of a primary load carrying

COPY NAAR crown block, trav. Block, kelly

B load test: A procedure wherein a load is applied to verify the

COPY NAAR crown block, trav. Block, kelly

C primary load: The axial load to which the equipment is subjected

COPY NAAR crown block, trav. Block, kelly

D primary load carrying components: Those components of the

COPY NAAR crown block, trav. Block, kelly

ModuSpec Engineering (INT) BV

Comments and recorded values

A Category I: Observation of equipment during operation for

COPY NAAR crown block, trav. Block, kelly

B Category II: Category I inspection, plus further inspection for

COPY NAAR crown block, trav. Block, kelly

C Category III: Category II inspection, plus further inspection, which

COPY NAAR crown block, trav. Block, kelly

D Category IV: Category III inspection, plus further inspection where

COPY NAAR crown block, trav. Block, kelly

Frequency: The owner or user of the equipment should develop

ModuSpec Engineering (INT) BV

COPY NAAR crown block, trav. Block, kelly

A Acceptance Criteria: Acceptance criteria should be established

Comments and recorded values

COPY NAAR crown block, trav. Block, kelly

MAINTENANCE= Action, including inspection, adjustments,

COPY NAAR crown block, trav. Block, kelly

A Hooks: Semi annual inspection Category III, 5 yearly inspection

COPY NAAR crown block, trav. Block, kelly

B Travelling blocks, hook block, block to hook adapter, and

COPY NAAR crown block, trav. Block, kelly

ModuSpec Engineering (INT) BV

Comments and recorded values

COPY NAAR crown block, trav. Block, kelly

H Power swivels: Semi annual inspection Category III, 5 yearly

COPY NAAR crown block, trav. Block, kelly

I Power subs: Semi annual inspection Category III, 5 yearly

COPY NAAR crown block, trav. Block, kelly

J Spiders capable of being used as elevators: Semi annual

COPY NAAR crown block, trav. Block, kelly

K Dead line tie downs/wire line anchors: Semi annual inspection

COPY NAAR crown block, trav. Block, kelly

ModuSpec Engineering (INT) BV

Comments and recorded values

M Kelly spinners capable of being used as hoisting equipment:

COPY NAAR crown block, trav. Block, kelly

N Riser and wellhead running tools capable of being used as

COPY NAAR crown block, trav. Block, kelly