Professional Documents
Culture Documents
Spe 11380 Pa PDF
Spe 11380 Pa PDF
Summary
A computer model has been developed to predict drill- has two main benefits. First, deep, highly deviated wells
string torque and drag, and a versatile rotary torque can be planned to minimize torque and drag. Use of
meter has been built to use in calibrating the model. The torque and drag as criteria to select the most appropriate
principle of the predictive model is that torque and drag well path will help ensure successful drilling operations
forces in a directional wellbore are primarily caused by to total depth. Second, more complete knowledge of
sliding friction. Sliding friction force is calculated by drillstring loading allows use of improved drill string
multiplying the sidewall contact force by a friction design techniques. Drillstring components can be chosen
coefficient. by using a systematic approach that considers the extra
Realistic sliding friction coefficients were determined forces involved.
from field data by using the same predictive computer
model. These field data were gathered using novel Torque and Drag Prediction Technique
torque and hookload indicators that are accurate, por- Mathematical Model. A lumped-parameter model pro-
table, and easily installed. Good agreement between fric- vides the basis for the prediction of torque and drag.
tion coefficients calculated from different loads in the Both torque and drag are assumed to be caused entirely
same well, as well as agreement between those for dif- by sliding friction forces that result from contact of the
ferent wells, indicates the validity of the predictive drill string with the wellbore. Other less important
drillstring model. Sliding friction is concluded to be the sources of torque and drag are not considered in this
major source of torque and drag in directional wells. For model.
waterbase mud systems, typical friction coefficients Two factors affect sliding wellbore friction-the nor-
range from 0.25 to 0.40. mal contact force and the coefficient of friction between
the contact surfaces. The product of these two factors
Introduction represents the magnitude of the sliding friction force.
Drillstring drag is the incremental force required to move The normal contact force between the pipe and hole
the pipe up or down in the hole; torque is the moment re- wall depends on several factors. This paper considers on-
quired to rotate the pipe. Drag forces usually are given ly two contributions to normal force-the effects of
relative to the string weight measured with the string gravity on the pipe and the effects of tension acting
rotating but not reciprocating. Measured from the through curvatures in the wellbore. These forces, and
rotating string weight, the pickup drag usually is slightly their contributions to normal force, are shown
greater than the slack-off drag. The magnitudes of torque schematically in Fig. 1. Other factors such as pipe bend-
and drag are related in any particular well; high drag ing may contribute small normal forces but are not con-
forces and excessive torque loads normally occur sidered here.
together. The sliding friction coefficient is the ratio of the fric-
There are a number of causes for excessive torque and tion force to the normal contact force. In reality, this
drag, including tight hole conditions, sloughing hole, value depends on specific contacting materials and on
keyseats, differential sticking, cuttings buildup caused the degree of lubrication at various places in the
by poor hole cleaning, and sliding wellbore friction. wellbore. However, in this paper all these effects are ex-
With the exception of sliding friction, these causes are pressed as a single characteristic friction coefficient
associated with problem conditions in the wellbore. Con- representing average conditions in a particular wellbore.
versely, in wells with good hole conditions, the primary Determination of this lumped-parameter coefficient is
source of torque and drag is sliding friction. fundamental to practical application of this model.
Torque and drag from any source tend to be more Computer Calculations. The following paragraphs
troublesome in directional holes. In very deep, highly describe the calculation of torque and/or drag forces
deviated wells overcoming torque and drag can be when the sliding friction coefficient is given. This
critical to the successful well completion. calculation is made directly. The reverse calculation,
The capability to predict frictional loads on drill pipe where a friction coefficient is determined from given
torque or drag data, is done by assuming a friction coef-
• Now with Esso Resources Canada Ltd. ficient and iterating to match the data. In either case,
"Now with Esso E&P Norway Inc.
0149·2136/84/0061-1380$00.25
drill string description and wellbore survey data are
Copyright 1984 Society of Petroleum Engineers of AIME required.
JUNE 1984 987
Fig.1-Force balance on drillstring element illustrating Fig. 2-Forces acting on drillstring element during pickup.
sources of normal force.
Once the drillstring description, sUlVey data, and fric- elements introduces small errors caused by neglecting
tion coefficient are specified, the calculation starts at the second-order terms. For example, Eq. 1 uses the tension
bottom of the drill string and proceeds stepwise upward. at the bottom of the element and assumes that tension
Each short element of the drill string contributes small in- does not change over the length of the element. First-
crements of axial and torsional load to running totals in order approximations are appropriate here because the
the control program. Calculation of these load in- underlying problem is complex. Predicting drill string
crements is the heart of the whole calculation. drag is a three-dimensional belt friction problem with
Calculation of the normal force is the first step in gravity; no closed-form solution for this problem exists
calculating the load increments for an element of the except for special cases where f1a=O or W=O.
drillstring. Fig. 2 shows the forces acting on a short, The errors introduced by Eqs. 1 through 3 are small if
slightly cUlVed element. The net normal force, F n' is the the CUlVature of each drillstring element is small. In test
negative vector sum of normal components from the calculations with typical sUlVey data, changing from I-
weight, W, and from the two tension forces, F t and to 100-ft [0.3- to 30.S-m] elements produced only about
F t +f1F t . Even though the axis of the element is as- a 1 % change in the overall results. All the calculations
sumed to be an arc of a circle, this circle is not usually discussed in this paper were made with the drill string
vertical and therefore the net normal force is not usually divided into roughly 100-ft [30.S-m] elements.
in the vertical plane. Fortunately, the friction calculation The best way to choose drill string element lengths is to
requires only the magnitude of the normal force, not its use the basic sUlVey data stations to establish the calcula-
direction. The magnitude of the normal force is tion intelVals. When intermediate calculation points are
desired-for example, at a change in drill string proper-
ties-a linear interpolation can be made. With this ap-
proach, sUlVey inaccuracy probably contributes more er-
The equation for normal force leads immediately to ror to the results than approximations in the computer
equations for the tension increment: model.
f1Fr=Wcos8 ±pPn , . . . . . . . . . . . . . . . . . . . . . . . (2)
Calibration of the Model. Before being used for torque
and drag prediction, the computer model must be
and for the torsion increment:
calibrated. Specifically, calibration involves a realistic
f1M=JkF n r. . ............................. (3) determination of typical average sliding wellbore friction
coefficients.
In Eq. 2, the plus or minus sign allows for pipe motion Realistic friction coefficients can be calculated from
either up or down; the plus sign is for upward motion actual drilling situations by using the computer program
where friction adds to the axial load and the minus sign is with drillstring surface loads as input data to calculate
for downward motion where the opposite is the case. In the friction coefficient for a particular well geometry and
presenting data, this sign often is carried with the friction drillstring. Input data include pickup weight, slack-off
coefficient, so that a negative value identifies coeffi- weight, and torque readings, each of which can produce
cients calculated from slack-off drag measurements. an independent friction coefficient. Agreement among
Eqs. 1 through 3 would be exact if applied to in- the three coefficients from one well not only lends
finitesimal elements of the drillstring. Use of longer credibility to the model but also provides confidence in
988 JOURNAL OF PETROLEUM TECHNOLOGY
the friction coefficient for its use in prediction of torque
and drag when subsequent wells are planned.
It is believed that friction coefficients will depend
largely on mud type and whether a hole is predominantly
cased or open. Thus, friction coefficients from a number
of similar wells must be compared to verify useful values
for prediction use. This requires collection of a signifi-
cant amount of field data for statistical comparison.
Field readings, to be reduced to wellbore friction coef-
ficients, must be accurate and in useful units. This in-
cludes both torque and drag data; torque must be in foot-
pounds force or Newton-meters rather than in amperes or
percent. Also, the friction calculation is enhanced by the
use of accurate survey data. The directional well descrip-
tion and the drillstring configuration are obtained easi-
ly-accurate surface loads are not.
Field Measurement of Torque and Drag
The ability to obtain accurate field readings of drill string Fig. 3-Weight indicator calibration sub.
loads depends largely on the accuracy of the measure-
ment equipment. Most rigs are well equipped to measure
weights; few are capable of accurately measuring calibration relates weight indicator readings to actual
rotating torque. tension at the top of the drillstring.
To ensure high-quality field data, two special tools Drillstring pickup drag readings are taken by hoisting
have been designed and built, one for tension and one for the string slowly and recording the weight indicator
torque. Both devices can be used for direct measurement reading. Similarly, slack-off drag is recorded while run-
or as calibration instruments to verify rig torque and drag ning in slowly, and the rotating string weight is recorded
readings accurately. while rotating without reciprocating the pipe. These
Drag Measurements. Almost all drilling rigs have a readings then are adjusted according to the calibration
weight indicator to provide the operator with string curve to give actual loads at the top of the drill string for
weight, weight on bit (WOB) , and drag and overpull use in the computer program.
forces. The weight indicator normally is both accurate
and repeatable. However, the force is sensed at the drill- Torque Measurements. Measurement of rotary drilling
ing line and includes the weight of the traveling equip- torque presents a problem, primarily because it is dif-
ment and the kelly. To analyze drag forces, the tensions ficult to sense and communicate torque from a rotating
at the top of the drill pipe , below the kelly, are required. piece of machinery. Most drilling rigs are equipped with
Thus, it is necessary to subtract the weight of the travel- some simple method for indicating torque. However,
ing equipment when string weights are recorded. few of these techniques are accurate, and most devices
There are several potential sources of error in rig drag are not calibrated to provide readings in useful torque
readings. Zero offset in the instrument and inaccurate units.
knowledge of total traveling equipment weights are two A few drilling rigs in the world are equipped with
sources. The best way to eliminate these errors is to calibrated rotary torque indicators. Even when they work
calibrate the weight indicator with a load cell placed well, these devices lack portability. A portable torque
below the kelly and traveling equipment. meter can be taken from rig to rig as needed and can be
easily returned to a shop for recalibration or repair. 1
Weight Indicator Calibration Sub. A short drill collar
sub was machined, instrumented, and calibrated to pro- Portable Torque Meter Design. To collect torque data
vide accurate tensile readings over the range of to
500,000 lbf [0 to 2 224 kN] with less than 0.5% error.
° from several rigs, it was necessary to design a portable
device to measure torque in absolute torque units with a
The sub is 30 in. [76.2 cm] long with NC50 connections. range up to 50,000 ft-Ibf [67 kN· m]. An important con-
A machined-down area in the center is instrumented with sideration was the ease of installation without customiz-
strain gauges in a conventional four-arm, 350-ohm ing conventional rig components. Also, the device had to
Wheatstone bridge arrangement. A protector cover, at- withstand the rugged working environment.
tached only above the gauge area, protects the gauges The concept of a portable torque-measuring device in-
and houses a plug-in-type connector. Strain readings are volved choice of a placement location in the torque path,
monitored using conventional strain readout equipment. a method for sensing torque, and a technique to com-
The sub was calibrated on an accurate tensile testing municate readings in a suitable readout display. These
machine to 500,000 lbf [2 224 kN]. The weight in- problems were solved in the following way. The torque
dicator calibration sub is shown in Fig. 3. meter is designed to fit in the torque path between the
Use of this device involves making up the sub between rotary table and the kelly bushing (KB). Torque is con-
the kelly saver sub and the top joint of drillpipe. With tinuously sensed internally with strain gauges, and the
slips set on the drillpipe, the blocks are hoisted in small data are communicated by a frequency-modulated (FM)
weight increments up to full string weight. Readings datal ink to a receiver and display unit.
from both the weight indicator and the calibration sub are The prototype torque meter is designed to adapt to a
recorded and plotted to produce a calibration curve. This 27V2-in. [70-cm] pin drive system. Its configuration is
JUNE 1984 989
Calibration of the instrument is accomplished using a
special calibration frame capable of applying 50,000 ft-
lbf [67 kN· m] of known torque. Hydraulic cylinders are
used with load cells to apply and measure the force at a
known moment-ann length. This device allows easy
recalibration to verify continued accuracy of torque
readings.
Field Use of Torque Meter. The torque meter is in-
stalled between the table and drive bushing during a con-
Fig. 4-Rotary torque meter. nection. The slips will fit through the center ofthe torque
meter, and subsequent connections can be made with the
torque meter in place. Drilling, working pipe, washing
the floor, etc., can all be done virtually ignoring the
that of a 4 V2-in. [11.4-cm] thick, ring-shaped spacer presence of the torque meter.
plate located between the rotary table and the drive Static and dynamic torque data are recorded on a strip-
bushing. Pins on the torque meter fit into the rotary chart recorder with a pennanent tract for a given period
table, and holes in the torque meter accept the drive pins of drilling activity. As expected, the typical torque trace
from the KB. Fig. 4 shows the prototype torque meter. is not constant during drilling but rather includes oscilla-
The body of the torque meter was machined from tions at various frequencies. In this paper, these oscilla-
steel. Kelly drive pins were attached using the same pro- tions are ignored; all torque readings are average values.
cedure used in the manufacture of drive bushings. Holes Torque readings are taken at a variety of drilling con-
to accept Kelly drive pins were bored and fitted with ditions with various rotary speeds and WOB's. Changes
wear bushings. in rotary speed have only a minor effect on mean torque
The torque path within the torque meter is from the values. WOB, particularly in deeper, deviated wells,
four drive pins to the four wear bushings. Within the also tends to have a small effect on torque levels. This
steel body, compressive and tensile forces are generated may result from the counteracting effects of increased bit
in front of and behind the drive pins, respectively. Strain torque and decreased string weight (and thus decreased
in the steel resulting from these forces can be measured friction) when WOB is increased.
with strain gauges. Friction Coefficients From Field Data
To increase strain to measurable levels, eight load-
Three examples are given that show the calculated fric-
bearing webs were created within the solid steel struc-
tion coefficients from accurate surface torque and drag
ture. These eight webs are oriented between drive pins
data. Table 1 shows tabulated infonnation about each
and wear bushings. Two strain gauges are used on each
well, including details of the drill string and the direc-
web, top and bottom, and are connected in parallel. Each
tional profile, as well as measured loads and calculated
parallel pair is wired in series with the pair situated
friction coefficients.
diametrically opposite to create one ann of the 350-ohm
Wheatstone bridge. This strain-gauge bridge design is a Example 1. Well No.1 was drilling at 9,790 ft [2984 m]
conventional four-ann circuit with alternating tension when torque and drag readings were taken. The well
and compression anns. configuration was a 32 0 [0.56-rad] average angle build-
The net effect of this bridge arrangement is that web and-hold profile with the kickoff point at 1,000 ft [305
tension and compression are additive. When torque is m). A seawater-base drilling fluid of 11.6 Ibm/gal [1389
applied, a signal is generated proportional to the torque. kg/m3] was used. Seventy percent of the hole was cased.
Because of the symmetrical arrangement of tension and Pickup drag was 49,000 lbf [218 kN] over the rotating
compression gauges, the bridge negates side loads and string weight of 153,000 lbf [681 kN]. Slack-off drag
reacts only to torque. was 31,000 lbf [138 kN] less than string weight. Using
Telemetering the data is accomplished using an FM the computer program, these loads reduced to a friction
radio transmitter in conjunction with a custom-built radio coefficient of 0.28 for pickup and -0.27 for slack-off.
frequency amplifier. Change in the strain signal is con- Torque readings both on and off bottom oscillated in-
verted to a change in a subcarrier frequency. This infor- tennittently with a mean value of 15,900 ft-Ibf [21
mation is transmitted through three radial antennas that KN . m]. The detennination of a friction coefficient from
are imbedded in fiberglass around the circumference of this torque is complicated by the presence of drillpipe
the torque meter. Transmission (carrier) frequency on rubbers in the cased section of the hole. The
the prototype torque meter is approximately 100 MHz characteristic radius of the drill pipe was increased in
[1 X 10 8 cycles/sec). consideration of these rubbers to a value slightly greater
A dipole receiving antenna and an FM radio receiver than that for 4 V2-in. [11.4-cm] drillpipe with 6¥S-in.
receive and demodulate the signal. Output from the [16.2-cm] tool joints. The resulting sliding friction coef-
receiver is a direct current voltage that is proportional to ficient was calculated to be 0.27.
torque. A strip-chart recorder provides a pennanent trace Example 2. Well No.2 was a deep, relatively low-angle
of the torque signal. The torque transducer is protected well. When readings were taken, an 8V2-in. [21.6-cm]
by a %-in. [1.9-cm] thick steel plate on top and a ¥S-in. hole was being drilled at 15,573 ft [4746 m], below
[0.9-cm] thick steel plate on bottom. Removable cover 12,900 ft [3932 m] of9Ys-in. [24.4-cm] casing. The hole
plates provide access to the battery power supply and to was kicked off at 3,000 ft [914 m] to a build-and-hold
0
the transmitter package where the on/off switch is well profile with 24 [0.42-rad] average angle. This par-
located. ticular hole was relatively free of doglegs.
990 JOURNAL OF PETROLEUM TECHNOLOGY
TABLE 1-FRICTION COEFFICIENTS FROM FIELD DATA
The pickup weight of 377,000 lbf [1676 kN] was build-and-hold well profile was kicked off at 2,400 ft
reduced to a friction coefficient of 0.31 using the com- [731.5 m] to an average angle of 44° [0.77 rad]. The
puter program. A slack-off string tension of 232,000 lbf well had several severe doglegs of 4 and 6 ° per 100 ft
[1031 kN] produced a coefficient of -0.3L [0~07 and 0.1 rad per 30.5 m] in the lower portion of the
Torque readings, both on and off bottom, were ap- build zone.
proximately 18,300 ft-Ibf [25 kN· m]. Torque was fairly Initially an attempt had been made to drill out the shoe
constant with only small oscillations synchronous with while drillpipe rubbers were used to protect the casing
rotary speed. Drillpipe rubbers were used in the cased and drillstring. However, the torque required to rotate
portion of the hole with greater frequency of use near was found to be more than 35,000 ft-Ibf [47 kN·m].
surface. If the extra effective radius was considered, the This was beyond the capability of the rig rotary drive.
torque reading produced a sliding friction coefficient of After the pipe was tripped to remove rubbers, the
0.29. string could be rotated but only when surface tension was
slacked off. Without WOB, rotation was impossible.
Example 3. Well No.3 was a case in which high torque With approximately 38,000 lbf [169 kN] on the bit, the
and drag were experienced during and after drilling out a string could be rotated with a mean rotating torque of
9Ys-in. [24.4-cm] casing shoe at 12,100 ft [3688 m]. The 24,500 ft-Ibf [33 kN· m]. With an estimated 2,000 ft-Ibf
2000 2000
4000
1~IW
ANGLE
PICK-UP 4DOO
BUILD
ANGLE
t; t;
~ 6000 ~6IJXl
UJ
Cl UJ
Cl
Cl
UJ Cl
a: UJ
a:
~ 8000
«UJ
:;:
~1IIlOO
WELL No.3 :;:
WELL No.3
10.000
10.000
I HEAVY -WEIGHT PIPE
AND
\ DRILL COLLARS
12.000
2000 FT -LBS ESTIMATED
BIT TORQUE
14.0000'-------1-oo---~2DO----300----4DO-----.J500
14,000 0'---------5000---10..-'..000---15,-00-0--2-0.o-oo--2-5,00-0--30--',lIXl
TENSION IN DRILL STRING Ix 1000 LBS' TORQUE IN DRILL STRING 1FT-LBI
Fig. 5-Drillstring tension vs. depth from Well No.3. Fig. 6-Drillstring torque vs. depth from Well No.3.