| Bar type and operating principle | Confirm that the proposed bar is a friction-type telescopic Kelly bar and that the drilling method is designed for friction transmission. | Check the bar’s technical documentation for its section arrangement, operating instructions, permitted drilling methods, and stated application limits. | Do not assume that a friction bar is interchangeable with an interlocking bar; their torque-transfer behavior and operating limits differ. |
| Drilling rig compatibility | Match the bar to the rig’s Kelly drive, drive keys or guides, connection geometry, and operating configuration. | Compare interface dimensions and connection details against the rig and bar documentation. Obtain written confirmation from the relevant equipment manufacturers when compatibility is unclear. | A matching nominal diameter alone does not establish compatibility. |
| Torque rating | Check the maximum permitted torque for the bar and for the rig in the actual configuration being used. | Use the manufacturer’s ratings for the specific bar, section arrangement, and operating conditions. Apply the lower applicable limit of the connected equipment. | There is no universal torque rating for friction Kelly bars. Do not infer a rating from appearance or from another bar of similar size. |
| Pull-down and extraction forces | Verify the permitted crowd, pull-down, and extraction loads, including any limits for individual sections or connections. | Check the bar documentation and the rig’s rated capacities. Confirm the limits for the intended drilling sequence and handling method. | Do not exceed the lowest applicable manufacturer limit or use the bar as a lifting device unless specifically permitted. |
| Length, reach, and section arrangement | Check the required drilling depth, usable telescoping length, section count, transport length, and clearance around the rig. | Confirm the selected configuration against the project depth and the rig’s operating envelope. Follow the manufacturer’s instructions for telescoping and handling. | Maximum reach depends on the bar configuration and equipment; it is not determined by overall length alone. |
| Drilling tool and connection | Confirm compatibility with the auger, drilling bucket, core barrel, or other tool, including the tool connection and required torque capacity. | Check connection drawings, dimensions, retention features, and the tool and bar manufacturers’ ratings. | Do not use improvised adapters or modified connections without approved engineering information. |
| Ground conditions and duty | Consider the project’s ground profile, drilling method, required depth, expected obstructions, and operating duty. | Compare the project requirements with the bar manufacturer’s stated applications and limitations; involve the responsible drilling engineer where conditions are uncertain. | Ground suitability cannot be determined by the label “friction” alone. Unexpected refusal or abnormal resistance requires reassessment. |
| EN 16228 safety framework | Check the applicable parts of the EN 16228 series for the drilling and foundation equipment in use, together with national adoption and project requirements. | Review the rig documentation, risk assessment, instructions, safeguards, and conformity information. EN 16228-1 covers common requirements; EN 16228-2 addresses mobile drilling machinery for civil and geotechnical engineering, quarrying, and mining. | Do not treat reference to EN 16228 as proof that an individual Kelly bar is certified or suitable for every rig. Verify the scope and documentation for the complete equipment setup. |
| Manufacturer ratings and documentation | Obtain the exact bar identification, rating data, operating instructions, inspection guidance, and any stated restrictions. | Use current documentation for the particular bar and rig. Record the selected configuration and confirm that all ratings and interfaces are compatible. | If ratings are missing, inconsistent, or not traceable to the specific equipment, pause selection and obtain clarification before use. |
| Pre-use inspection | Inspect sections, welds, keys or guides, connections, wear surfaces, and any visible deformation or cracking. | Follow the manufacturer’s inspection criteria and the site inspection process. Remove damaged or suspect equipment from service pending competent assessment. | Do not operate a bar with a suspected crack, loose connection, significant deformation, or wear beyond its stated limit. |
| Operation and site controls | Ensure operators are trained, exclusion zones are established, and the bar is handled and operated in accordance with the rig and bar instructions. | Use the site risk assessment, operating procedures, and manufacturer instructions. Keep personnel clear of rotating equipment and suspended or moving components. | Never bypass guards or safety devices, and stop work if abnormal movement, noise, or operating resistance occurs. |