A mixed-rig site needs one controlled compatibility matrix that connects each rig and drifter to the shank adapter, thread family, rod type, coupling sleeve, bit and flushing path. Without that matrix, procurement often compares only thread names and misses the upstream or downstream interface that actually controls fit.
The matrix is an identification and purchasing tool. It does not prove performance or authorize a substitute by itself.
Map the complete interface chain
Start at the machine and move toward the rock:
Rig → drifter/rock drill → shank adapter → thread family → rod type/body/length → coupling where used → bit thread and diameter → flushing path.
Record exact manufacturer or supplier references and controlled drawings/data sheets where available. Add site nicknames only as aliases.
| Matrix field | Minimum record |
|---|---|
| Rig | Manufacturer, model and fleet ID |
| Drifter/rock drill | Exact model and revision where relevant |
| Shank adapter | Machine interface, thread, flushing arrangement and reference |
| Rod | Thread ends, male-male or male-female, body, length and flushing hole |
| Coupling | Thread family, design and approved mating items |
| Bit | Thread, diameter range approved for the application and reference |
| Evidence | Drawing/data sheet, approved sample, gauge or supplier confirmation |
| Status | Approved, conditional, trial, obsolete or prohibited |
Separate identity from compatibility
An R32, T38 or T45 label identifies a thread family, but a purchase still needs rod type, end arrangement, length, body and flushing details. Two parts with the same thread name may belong to different operating systems or supplier designs.
Use thread gauges or approved masters where required, but remember that a gauge verifies only the characteristics it is designed to check. Hand engagement with a coupling is a useful screen, not complete conformity evidence.
Build the matrix in two directions
The rig-to-tool view helps a crew or buyer find approved tools for one rig. The tool-to-rig view shows where a stocked rod or bit may be used and prevents an item approved for one family from being issued to another.
Create separate rows for each materially different configuration. Do not hide several rod lengths, body sizes or flushing paths inside one “T38 rod” cell.
Use controlled statuses
- Approved: evidence and site approval are complete.
- Conditional: allowed only for a stated application or transition period.
- Trial: controlled field evaluation, not general issue.
- Obsolete: no new purchasing, but legacy stock has a defined disposition.
- Prohibited: known mismatch or unacceptable substitution.
Every change should record who approved it, the evidence, effective date and affected stock. Supplier substitutions must not bypass this change control.
Link the matrix to stores and RFQs
Give each approved configuration a family code used on requisitions, bins, issue records and purchase orders. Ask suppliers to quote against that code plus the controlled technical fields, not against an informal message such as “same as our old rod.”
| RFQ section | Fields |
|---|---|
| Machine side | Rig, drifter and shank-adapter reference |
| Connection | Thread family and controlled interface evidence |
| Rod | Type, ends, body, length, flushing and quantity |
| Downstream | Coupling and bit interface/diameter range |
| Quality | Marking, traceability, gauges/inspection and documents |
| Logistics | Destination, packing, bundle labels and mixed-item separation |
Audit the matrix in the field
Sample physical stock and compare labels, dimensions and status with the matrix. Check whether crews use unapproved adapters, mixed worn/new components or unidentified parts. Correct the data and the physical stock together; a clean spreadsheet with uncontrolled bins is not a compatibility system.
Commercial route
Use the Drill Rods collection to review product families and send the current rig/shank/tool matrix through Request a Quote. PerfoMax should answer against the exact offered references and cannot infer compatibility from a thread name alone.
FAQ
Can one rod appear in more than one rig row?
Yes, but only when the complete interfaces and approved application support it. Record evidence for each use.
Does smooth hand engagement prove thread compatibility?
No. It is only a screen. Use the specified drawing, gauge, master or supplier/manufacturer evidence.
Who owns the matrix?
Assign a controlled owner spanning engineering, procurement, stores and maintenance, with formal change approval.