| Project requirements | Installed product, bore length, entry and exit locations, and required alignment. | Product outside diameter; planned bore length; entry and exit angles; required depth; utility clearances. | Define the bore profile and site constraints before comparing machine capacities. Confirm permits, utility locations, and access limits. |
| Ground conditions | Soil and rock conditions along the complete bore path. | Geotechnical information, groundwater level, soil variability, cobbles or boulders, and rock strength where available. | Match the drilling system and cutting tools to the expected ground. A soil-only configuration may not suit mixed ground or rock. |
| Thrust and pullback | Available forward thrust and retraction force, including how each rating is specified. | Rated thrust and pullback force in kN; operating pressure; continuous-duty limits; carriage speed under load. | Compare both ratings with the planned bore and product installation requirements. Ask whether published values are peak or continuous ratings. |
| Rotary drive | Rotational torque and speed across the machine’s operating range. | Torque in Nm; rotation speed in rpm; available torque at different speeds; control method. | Check that torque and speed suit the selected rod, reamer, and ground conditions. Maximum torque alone does not describe performance across the full range. |
| Drilling fluid system | Pump capacity and compatibility with the planned fluid-mixing setup. | Flow rate in L/min; pressure in kPa or bar; tank capacity; hose and connection sizes; mixing and recycling arrangements. | Size the fluid system for the bore plan, tooling, and ground. Confirm the pump’s rated flow at the required working pressure. |
| Drill rods | Rod length, diameter, connection type, and compatibility with the machine and tooling. | Rod dimensions; connection specification; bend characteristics; number of rods carried; loading and handling method. | Use rods approved for the machine and intended loads. Confirm that rod length fits the work area and does not create handling or transport issues. |
| Bits and reamers | Cutting-head style, reamer type, connection, and available diameters. | Tooling range; cutting-head configuration; reamer diameter; replacement-part availability; ground-specific options. | Select tools for the expected formation and final product size. Check compatibility with the drill string and the planned enlargement sequence. |
| Guidance and locating | Compatibility with the locating system and the information available to the operator. | Transmitter compatibility; locating depth and accuracy under stated conditions; pitch and roll display; interference limitations. | Verify the complete guidance setup, not just the drill unit. Locate utilities and assess electromagnetic interference before drilling. |
| Operator controls | Control layout, visibility, operating feedback, and emergency provisions. | Access to thrust, rotation, and fluid controls; display readability; emergency-stop locations; guarding and interlocks. | Evaluate controls from the operator’s working position. Confirm that safety devices and operating procedures meet applicable local requirements. |
| Site access and setup | Machine footprint, transport configuration, ground pressure, and setup requirements. | Transport width and height; operating dimensions; machine mass; required working area; anchoring or setup method. | Check route restrictions, overhead clearance, launch-pit dimensions, and ground stability before delivery. |
| Maintenance and support | Inspection access, routine service needs, and availability of qualified support. | Service intervals; fluid and filter specifications; wear-part list; diagnostic access; parts lead times; technician coverage. | Review maintenance documentation and expected service downtime. Confirm support arrangements for the project location. |
| Total operating cost | Purchase or rental cost alongside consumables, transport, labor, and upkeep. | Quoted price; delivery and setup costs; tooling and rod costs; fuel or power use; routine service and wear items. | Compare total cost for the planned workload and ownership period, rather than relying on machine price alone. |