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Drilling Safety Rules
Drilling Safety Rules
Introduction
Boart Longyear Company is committed to the manufacturing of quality
assure that those operating or working around drilling equipment are protected
has provided this document with the hope that owners and operators will not
only refer to this publication themselves, but will also make it available to
employees working on drill rigs as a tool that, if properly used, may aid in
may arise or every possible hazard that may come to exist during drilling
activities. It is the sole intent of this publication to address some of the common
Guide, published by the National Drilling Federation, be used along with our
manual. The Drilling Safety Guide contains many specific instructions which
equipment.
Responsibilities
Beyond the scope of this manual, it is the responsibility of both the owner
equipment be used for the purpose for which it is intended, and that tolerances
owners and operators of drilling equipment to stay in strict compliance with all
local, state and federal regulations, governing any and all aspects of drilling
operations or any related activities. This also applies to regulations set forth in
any country where working owners and operators also carry the responsibility to
properly train employees in safe operating procedures, and to make sure that
maintained at all times during the drilling operation. The supervisor, foreman or
driller must have first-hand knowledge of the entire drilling process. Likewise,
he or she must be aware of and ensure that drilling equipment be used properly
recommended that this individual be given the responsibility for safety on the
drill rig and the authority to enforce any and all safety rules.
Employees must be instructed that they too are responsible not only for
their own personal safety, but also for the safety of those with whom they are
working.
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Maintenance
Drilling equipment is subjected to long hours of operation and many
equipment. They must be sure that more frequent servicing is taken care of if
reflect that indeed such servicing and repairs have been made.
Warning Labels
Many labels have been placed on your drilling equipment. These labels
the equipment. It is critical that these labels be kept clean and legible. If for any
reason these labels should become worn or destroyed, the owner or operator
labels are categorized into two part numbers. One part number refers to labels
for controls, etc., and the other part number refers to safety labels. Please
replacements.
Inspections
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Daily, pre-shift inspection of the drilling equipment and operation is
equipment and work area. Work is not to commence until the inspection has
been performed and any deficiencies noted during the inspection have been
* Hard Hats
* Steel-Toed Boots
* Gloves -- (of the appropriate type for the work being performed or
condition?
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3. Have all employees received current training in proper operating
procedures?
Training?
5. Are Material Safety Data Sheets (MSDS) available for all chemicals in
stored?
9. Are fire extinguishers present? Are they of the appropriate size and type
for the fire hazard involved? Are annual services current and have
11. Are safety cans being used for small amounts of fuels, and are they
properly labeled?
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12. Are “no smoking” policies being observed where applicable?
13. Is trash being properly stored and disposed of regularly? Are oily rags,
19. Are all “shut down” devices installed and in good working condition?
21. Are pressure relief devices installed and in good working condition?
23. Are wedge sockets and hoisting plugs in good condition and properly
installed?
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24. Are hydraulic hoses in good condition?
26. Is there any damage to the drill rig? Are welds in good condition? Are all
28. Have daily vehicle checks been performed according to Company and
35. Is there a properly stocked first aid kit available on the rig and in every
vehicle?
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Note: The above is a representation of some of the items that should be
necessary to meet particular working conditions, drill rigs used and possible
is safe to enter and that it is safe to begin work. Such inspections often include
the following:
1. Are high voltage overhead power lines or any other utility lines present in
no rig be set up near such lines. A safe distance of thirty or more feet
5. Are poisonous plants, animals or insects in the area of the drill site?
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6. Is the site designated as a Hazardous Waste Site or have other hazards
vicinity
o f the drill rig any time a storm with potential of lightning should
approach.
Training
Training of new employees is essential! Government agencies
such as OSHA and MSHA require that new employees receive anywhere from
injuries occur to those employees who have only been on the job a short period
of time. Although such training might seem expensive and time consuming
initially; the final rewards are definitely worth the cost and time spent in the
training. If an employer does not have the resources to perform the OSHA and
MSHA training in his or her workplace, much of this training can be obtained
from reputable firms who specialize in such training. Also, the American Red
Cross, American Heart Association, National Safety Council, and others can
provide training in such areas as: First Aid, CPR, Defensive Driving, Fork Lift
Training, etc.
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Another critical form of training is that which employees receive when
they change jobs or have new tasks assigned to them. Employers must be sure
that employees are familiar enough with their new work assignments before
they are left alone to perform it. Documentation of these and other types of
Both OSHA and MSHA require that employees receive annual refresher
elect to perform this training during the course of the year, e.g. one to two hour
once each year. The employer is free to choose how this training is conducted.
This training must be documented and appropriate certificates completed for the
Another form of training that has proven its worth over the years is the
traditional tool box or tailgate meetings. These short training sessions are a
the possible hazards that an employee might encounter during the course of his
include:
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Hard Hat
Hearing Protection
Snug-Fitting Clothing
Suitable gloves
being performed and the location of the drilling, are certain items of PPE
near a drill rig. Serious injuries and deaths have been prevented when
workplace is as safe as humanly possible and not merely rely on PPE to keep
Housekeeping
Good housekeeping is another of the proactive approaches that owners
and operators should insist upon. Many times during the course of conducting
drilling activities, tools and other items are left lying where they could cause
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In addition to preventing injuries, good housekeeping makes drilling
operations look professional. Clients are impressed when your drill sites are
always clean and organized. Governmental inspectors will also feel better
Materials Handling
Due to the many varied materials that are commonly used during a
drilling program, owners and operators must use great care to keep employees
from being injured while handling materials. Such materials might include, but
Diesel fuel
solicit the help of fellow workers when loads are too heavy for a single worker to
safely handle.
related back injuries are one of the most common and expensive injuries that
times during the year. Also, supervisors must constantly be on the alert for an
employee who attempts to lift improperly or attempts to lift something that is too
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heavy for him or her. Drillers must be instructed to assist helpers with materials
handling tasks.
made aware of the necessity of handling with care those products that could
tools such as pipe wrenches, shovels, pry bars, tube wrenches, etc., are
maintained in order to keep workers from being injured while using these tools.
Safety glasses with side shields are required for most jobs, but if particles can
come from any direction, then goggles or full face shields should be used.
Many accidents happen when a tool is not actually being used! Employees are
often injured when they fall carrying a sharp tool, when they reach into a tool
box to grasp a tool or when they simply trip over a tool that is left lying on the
ground or deck. DO NOT put knives or other sharp tools in a tool box with their
blades exposed. They should be stored separately with the blades covered.
Trying to “make do” with the wrong tool, - especially attempting to use a tool that
is too small for the job, causes many injuries. If using a tool causes the worker
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to strain then select a larger tool for the task. This is common when using pipe
Remember: Dull tools require greater force and thus could result in undue
Many injuries occur when people fail to take the time to use a sawhorse, vise or
other proper support for the work. DO NOT hold the work with your hand. Make
sure the work is on a stable, flat surface. If possible, use clamps when
necessary.
Many injuries, especially on drill rigs, occur when employees are distracted.
Employees should pay close attention to their job and not allow distractions to
fingers from a power saw blade, etc., can occur when the employee fails to
protect his or her “off hand." Employees should always protect their hands and
position them in such a manner that a mere “slip” of the tool will not result in
personal injury.
should undergo a lock out/tag out procedure. In the case of vehicles used on
the drill site, the procedure might be simply to disconnect the battery. On the rig
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itself, it may require that the starting circuit be disabled, a sign hung indicating
the equipment is being repaired and should not be started, or simply “good
communication” between the driller and helper. Whatever the procedure, the
Note: Many drill rigs manufactured today, e.g. auger rigs, do not ever require
“access” a water swivel nor any rotating part while the drill is in
avoided.
As the owner or operator it is your responsibility to make sure that the drill
other than the normal work platforms that the driller and helper would occupy.
In fact, the helper should only be near the rig when his or her work activity at
that time requires it. During other times, the helper should be performing his or
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Visitors to the drill site should never be allowed near the drill when it is
being operated. Also, any visitor to the drill site must be dressed in appropriate
Safety Precautions
Safety precautions should be taken during all phases of the drilling
roadways.
maintained and safe to operate upon our highways. As the owner or operator it
All drivers are properly licensed for the equipment that they are to be
deficiencies must be corrected prior to moving the equipment. Note: All drivers
should have in their possession the Federal Motor Carrier Safety Regulations
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“No motor vehicle shall be driven unless the driver thereof shall have
satisfied himself that the following parts and accessories are in good working
order, nor shall any driver fail to use or make use of such parts and accessories
when and as needed:
Service brakes, including trailer brake connections.
Parking (hand) brake.
Steering mechanism.
Lighting devices and reflectors.
Tires.
Horn.
Windshield wiper or wipers.
Rear-vision mirror or mirrors.
Coupling devices.”
(3) Having flares and/or reflectors which can be used in the event of a
(8) One often overlooked item is the wheels themselves. Insure that all
lug nuts are properly tightened and that the wheels appear to be in good
condition. While performing this task, the driver should make certain
that the spare tire is properly inflated and that a suitable jack and lug
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The mast, jacks, deck (s), and tools must be completely secured prior to
moving the vehicle. Check to be sure that tool boxes are closed and properly
secured.
Examine drums containing wire rope (cable) and insure that they are
secured and that the cables will not unwind while driving down the road.
Finally, give everything a final examination to make sure that the vehicle
and load are safe to be moved. It is wise to know the height, width and weight
of your load. Be sure that any needed permits are obtained or will be obtained
Upon arriving at the drill site, insure that it is safe to enter and set
up on the site.
underground power and other utility lines. If present, make sure that the rig is
being set up a safe distance from these lines. It may be necessary to contact
someone to be certain that these lines are safe to work near (i.e. that they have
best to have a level and clean area. Remove rock and other debris that may
to follow the instructions contained in the site safety plans: This includes the
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wearing of special chemical protective clothing, respirators or self-contained
be placed beneath the jack. By performing this function, it will be less likely that
the jacks will “sink into the ground." Even on asphalt, jacks could possibly, over
time, sink down to the point that the rig might not remain level.
Insure that the rig is level and everything is secured PRIOR to raising the
mast. NEVER, under any circumstance, move the rig while the mast
is raised! Also, make sure that nothing is loose on the mast that would fall
when the mast is raised to its upright position. Once the mast is raised, take
progress more smoothly and accidents will be less likely if the driller takes the
operations.
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As described earlier, it is essential that a complete inspection be
performed prior to commencing the actual drilling process. Be sure to check all
shut-down devices at this time. Take great care to insure that the “infra-red”
system is in proper alignment, clean and working properly. Work should never
operation.
workers are experienced and properly trained. Initially, new employees should
be constantly observed to be sure that they are performing their tasks safely.
During the drilling process some of the safe practices that should be
(2) Ensure that all workers are wearing personal protective equipment.
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(3) Ensure that workers are never positioning themselves in a situation
completely familiar with its operation. Inspect the cathead to be sure that
it is clean and free of burrs etc. Inspect the rope to be sure that it is in
good condition. Finally, the operator must know the proper and safe
sure that he or she stands a safe distance from the cathead drum, and
great care must be taken to ensure that the operator does not become
entangled in the rope. (Refer to page 27, NDF Drilling Safety Guide,
(5) Ensure that the driller and helper are communicating with each
work with the same helper from job to job because they have “learned
how to communicate” with him or her. Many accidents are caused when
the driller and helper fail to properly communicate their actions and
(6) Make sure that the equipment is completely shut down prior to
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(7) Ensure that great care is taken when operating support vehicles that
equipment and people have resulted when care was not taken when
operating vehicles near or on the site. The safety practices that should
moving it.
“park” position, and that “chock blocks” are put in place upon
FIRE PREVENTION
Fire prevention must be addressed prior to commencing any job. Failure
to prevent a fire on a job site could result in severe injury or even death of
anyone else involved in the drilling operation to take proper steps to reduce the
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(1) When possible, the surrounding area should be cleared of materials
that are readily combustible, such as weeds, grass, etc. Note: Some areas are
operations.
(3) Fire extinguishers of the appropriate type for the particular fire hazard
some jobs, that a fire extinguisher be present in every vehicle involved with the
drilling activities. Note: Operators must make sure that fire extinguishers are
techniques and in the proper operating procedures associated with the use of
When involved with repairs that require welding and/or cutting activities
in the field, the crew should be instructed to have a fire extinguisher nearby, as
well as a water source that can be used to extinguish a fire. In high-danger fire
areas, such welding and/or cutting activities may not be safe to perform. It may
be necessary to move the equipment to a safe area before such repairs and
Other items for fighting fire may be necessary, such as back-pack pumps,
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Finally, crews should be instructed to know when to call for assistance in
the event of a fire. Crews should not become so involved in fighting a fire that
they allow it to get out of hand before they call for help.
The best method, of course, is to prevent the fire entirely. Proper storage
of fuels and good maintenance of hoses, and equipment on the rig will prevent
many fires. A proactive approach is by far better than the best reactive solution
to any problem.
First Aid
It is recommended that all crew members be trained in and develop
they should immediately call for help prior to becoming involved in treatment of
needed.
OSHA has set forth definite requirements in this area. Employers must be
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familiar with this standard and have developed a program that deals with the
rubber gloves, face shields, etc.) that will protect a rescuer in the event that he
involves working with equipment that can, if not properly handled, produce
injuries and even death. Workers have a right to expect that their fellow workers
are not impaired by alcohol or drugs. Experienced operators will attest to the
fact that drilling involves teamwork. Thus, all members of the team must be
(D.O.T.) guidelines, which require training and testing for illegal use of drugs
statement. Years of experience have taught us that with thought and planning,
any task can be performed safely! Therefore, we challenge you, the owner, to
accept this commitment and challenge. Employees must know that every task
they perform must be performed safely. If it is a difficult task, they may have to
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Going Beyond This Manual
As stated at the beginning of this manual: “This publication is not
intended to address every possible situation which may arise, or every possible
hazard which may come to exist during drilling activities. It is the sole intent of
this publication to address some of the most common safety concerns which
comprehensive safety program for your workplace if you have not already done
employees. Support their efforts by providing them with the resources to ensure
that their workplace is as safe as possible, then insist that safe work practices
be followed.
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