| Ground type and variability | Review borehole logs, geological mapping, and nearby construction records. Identify soil layers, loose fill, gravel, cobbles, weathered rock, and competent rock. | Select a rig and drilling system suited to the expected materials. Rotary-percussive methods are commonly used in hard or mixed ground; casing or other ground-support methods may be needed in unstable soils. | Variable ground can affect penetration rate, hole stability, tooling wear, and the need to change drilling methods during installation. |
| Groundwater and water-sensitive soils | Determine groundwater level, likely inflow, drainage conditions, and whether soils may soften, erode, or collapse when exposed to water or air. | Check whether the rig can support the required flushing method, such as air or water, and whether casing or controlled flushing is appropriate for the site. | Groundwater can affect hole stability, spoil handling, grouting, and work sequencing. Confirm the method against site conditions and environmental requirements. |
| Anchor type and installation method | Confirm whether the design calls for a drilled-and-grouted ground anchor, soil nail, rock bolt, or another anchoring system, including tendon dimensions and installation sequence. | Verify that the mast, feed system, drill string, and available tooling can accommodate the specified hole and installation arrangement. | The anchor design and installation procedure determine the required drilling capabilities; they should be confirmed before choosing a rig. |
| Required hole depth and diameter | Check the design drawings and specifications for hole depth, diameter, tolerance, and any changes in diameter required by the installation method. | Match the rig’s feed travel and compatible drill-string lengths to the design. Confirm that the available bits and casing can achieve the specified hole dimensions. | Insufficient reach or incompatible tooling can require additional rod changes, equipment adjustments, or a different rig configuration. |
| Drilling angle and working position | Identify the required inclination and direction, as well as the number of anchors to be installed at each orientation. | Choose a mast and positioning system that can safely reach the required angles while maintaining access to the drilling point. | Restricted positioning can reduce accuracy and productivity. Check the full working envelope, not just the rig’s travel position. |
| Access, clearance, and site layout | Measure access routes, overhead clearance, working-platform dimensions, turning space, ground bearing capacity, and proximity to structures or utilities. | Compare rig size, transport configuration, mast height, operating footprint, and support-equipment needs with the available site space. | Confined or sensitive sites may require a compact configuration, staged equipment delivery, or a revised work sequence. |
| Required drilling performance | Estimate the number of anchors, drilling hours, shift pattern, and expected range of ground conditions. Use project-specific production estimates where available. | Compare available torque, rotation speed, feed force, and extraction force with the tooling and ground conditions expected for the work. | Rig capacity should support the planned method without relying on maximum performance throughout the shift. Allow for rod changes, flushing, and ground variability. |
| Spoil, flushing, and environmental controls | Check how cuttings, dust, water, and drilling fluids will be collected, stored, treated, or removed. Review applicable site restrictions. | Confirm compatibility with dust collection, spoil containment, flushing equipment, and any required environmental-control systems. | Effective controls help maintain safe working conditions and reduce the risk of uncontrolled discharge or disruption to nearby operations. |
| Utilities and nearby structures | Locate underground and overhead services, review exclusion zones, and assess the risk of vibration or ground movement near existing assets. | Ensure the rig can be positioned and operated within the approved work area. Select drilling procedures in coordination with the project’s utility and monitoring plans. | Utility clearance and proximity requirements should be resolved before drilling begins; they may influence rig position, sequence, and method. |
| Transport, setup, and support | Assess delivery access, lifting arrangements, setup time, power or fuel needs, and the availability of trained operators and support personnel. | Check transport dimensions and weight, setup requirements, maintenance access, and compatibility with the site’s support equipment. | A rig that can be delivered and set up efficiently can reduce downtime, particularly where access or working hours are limited. |