Assessment Guidelines

Title: Competency Central

SD-DD - Torque and Drag Document Number:
GD-GL-HAL-SD-AG-10786
Region: Function/PSL/Sub PSL:
Global Sperry Drilling Svcs

Owner: Approved By: Job Revision By: Review Date: Version No:
PSL Competency Coordinator Michael Strachan Jack Foley 27-MAR-17 1

The purpose of this document is to provide a guide for the rater to use during the assessment of the related competency. Use this
detailed list as a minimum performance criteria that is required for the "behavioral descriptor(s)" of the competency.

Competency Description:

The use of Torque and Drag software to perform modeling and analysis.

Level 1

1 - Comprehension of Torque & Drag software models.

List of Items
1 - Employee to describe what friction is and how we can overcome it with the drillstring.

2 - Employee to describe how to do a force analysis on a block resting on a slope, identify the forces present and define them.

3 - Employee to describe the relationship of the friction factor in calculating the torque and drag forces.

4 - Employee to describe the regular friction factor numbers related to open hole and cased hole.

5 - Employee to describe what is friction factor and what they account for.

6 - Employee to describe the different operations that create tension, compression and torsion in the drillstring and describe the
relative difference in levels seen for each operation.

7 - Employee to describe the torsional and tension yield of a material.

8 - Employee to describe how the drillstring material yields and how to determine much torsional force, tensional force, or a
combination of both, will yield the drillstring.

9 - Employee to describe the limits we use for our designs in T&D.

10 - Employee to describe the safety factors, and why we use for our designs in T&D.

11 - Employee to identify the class of material of Drillpipe and the affects of its property.
2 - Comprehension of factors effecting Torque and Drag.
List of Items
1 - Employee to describe how the buoyancy factor affects on the hookload and how it affects the calculations.

2 - Employee to describe the formula used and, calculate the buoyant weight of the drillstring.

3 - Employee to describe how the rotation of the string affects on the T&D analysis and, how the transformation of drag in torque
permits more weight to be applied to the bit.

4 - Employee to explain if the body under a combination of torque and tension, has less or the same, resistance than under a single
effort.

5 - Employee to explain what the term buckling describes.

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6 - Employee to describe the difference between sinusoidal and helical buckling.

7 - Employee to explain the pipe properties that may affect the resistance of buckling and which component on BHA we normally use
to minimize this problem.

8 - Employee to explain the creation of normal force and its relationship to hole angle and the weight of the drillstring below the point
of interest, and explain the relation to normal force and casing wear.

9 - Employee to explain the limits of the drillstring in terms of axial and torsional yield and connection failure

Level 2

1 - Applications of Torque and Drag modeling and analysis.

List of Items
1 - Employee to describe the use and derivation of safety factors and how to select an appropriate safety factor for a calculation.

2 - Employee to calculate the pick up and slack off weights of the drillstring with and without rotation and identify when load limits are
being reached or exceeded.

3 - Employee to back calculate the friction factor based on pick up and slack off measurements from an actual well.

4 - Employee to explain when to calculate and, how to calculate, the surface hookload/WOB and operation (running in, drilling,
rotation, no rotation, pumps on or off) at which buckling of the pipe will occur.

5 - Employee to calculate the surface hookload and operation where the endurance limit of the drillpipe (fatigue) will be reached or
exceeded.

6 - Employee to identify how much of the weight applied at surface is reaching the bit in deviated wells.

Level 3

1 - Performing Torque and Drag calculations and analysis.

List of Items
1 - Employee to describe possible changes to their scenario that could prevent buckling.

2 - Employee to explain the impact of changing class material, material grade, or replacing DP and adding more HWDP, and what are
the pro's and con's.

3 - Employee to explain the possible reasons for the theoretical model to differ from the actual values.

4 - Employee to describe what other parameters could be applied to strengthen their theory.

5 - Employee to explain what's happening when the sliding drilling curve disappears at a specific depth.

6 - Employee to describe the differences between the soft string and stiff string T+D model and when to apply them.

7 - Employee to perform calculations filling up all scenarios' and identify possible drilling variables for the BHA and drillstring, that are
outside of design criteria.

8 - Employee to demonstrate using T&D software to compare actual values while drilling versus theoretical model, and identify
possible downhole problems.

9 - Employee to perform calculations using scenario of sliding and, determine how much weight on surface is needed to get an
specific WOB downhole.

10 - Employee to perform the measurement of pick up / slack off and free rotating weights and record this information.

11 - Employee to generate a "broomstick" plot with the expected torque and drag values using a range of friction factors.

12 - Employee to monitor the "broomstick" plot using real-time data to identify the onset of deteriorating hole conditions / poor hole
cleaning while drilling and tripping.

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
© 2017 Halliburton. All Rights Reserved.

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13 - Traceable Evidence: Employee to provide evidence of performing torque and drag calculations and analysis activities on at
least 4 consecutive runs.

Level 4

1 - Performs analysis on Torque and Drag modeling and document solutions.

List of Items
1 - Traceable Evidence: Employee to provide evidence of supporting their Region through contributions to improving, or
documenting, regional Torque and Drag management and modeling best practices or Work Methods.
2 - Trains other employees on Torque and Drag software to perform modeling and analysis.
List of Items
1 - Traceable Evidence: Employee to provide evidence of coaching others on Torque and Drag Proficiency Levels 1, 2, and 3.

2 - Traceable Evidence: Employee to show evidence of being a competent and qualified guest instructor.
3 - Assesses other employees on 'SD-DD Torque & Drag'.
List of Items
1 - Traceable Evidence: Employee to provide records that demonstrates the employee has Rater qualifications (Level 2 Assessment
Quality)

2 - Traceable Evidence: Employee to provide evidence of assessing at least (2) employees on 'SD-DD - Torque and Drag' in
compliance with the Evidence Standard and Assessment Guideline.

Level 5

1 - Provides global perspective to challenges and solutions to Torque and Drag software applications.
List of Items
1 - Traceable Evidence: Employee to provide evidence of their identifying solutions to key needs of major customers. Examples or
evidence can be, however not limited to, proposals, presentations, or published papers.
2 - Provides global perspective to challenges and applications; improving practices, Procedures, Work Methods, and internal
documentation.
List of Items
1 - Traceable Evidence: Employee to provide evidence of their involvement in providing Torque and Drag solutions; examples of this
are, consulted for contribution to global best practices, HMS Procedures, HMS Processes, or training material.

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
© 2017 Halliburton. All Rights Reserved.

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