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Mathematical Modeling Applied to Drilling
Engineering: An Application of Bourgoyne and Young ROP
Model to a Presalt Case Study
Copyright © 2015 Andreas Nascimento et al. This is an open access article distributed under the Creative Commons Attribution
License, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly
cited.
Several mathematical ROP models were developed in the last five decades in the petroleum industry, departing from rather simple
but less reliable R-W-N (drilling rate, weight on bit, and rotary speed) formulations until the arrival to more comprehensive and
complete approaches such as the Bourgoyne and Young ROP model (BYM) widely used in the petroleum industry. The paper
emphasizes the BYM formulation, how it is applied in terms of ROP modeling, identifies the main drilling parameters driving
each subfunction, and introduces how they were developed; the paper is also addressing the normalization factors and modeling
coefficients which have significant influence on the model. The present work details three simulations aiming to understand the
approach by applying the formulation in a presalt layer and how some modification of the main method may impact the modeling
of the fitting process. The simulation runs show that the relative error measures can be seen as the most reliable fitting verification
on top of R-squared. Applying normalization factors and by allowing a more wide range of applicable drillability coefficients, the
regression could allow better fitting of the simulation to real data from 54% to 73%, which is an improvement of about 20%.
Young Jr. (1974), and Warren (1981), actual and subsequent (1964) model (1) and Warren (1981) model (2), are shown as a
models were mainly based on further improvements on top model comparison reference and not as the main focus of the
of just-mentioned root ones [1–6]. paper:
Apart of the BYM ROP model detailed in the subsequent
chapters, the next equations below, by Galle and Woods
2 2
WOBsf 𝑘 ⋅ [𝑒(−100/RPMsf ) ⋅ RPMsf 𝑏1 + 𝑏2 ⋅ RPMsf (1 − 𝑒(−100/RPMsf ) )]
ROP = 𝐶𝑓 ⋅ 𝑝 , (1)
(0.928125 ⋅ OD2bit + 6 ⋅ ODbit + 1)
2
RPMsf ⋅ (WOBsf − (WOBsf )𝑡 )
ROP = 𝐾 ⋅ , (2)
OD2bit ⋅ 𝑆2
6 𝑎
where 𝑏1 is 0.75 or 0.428, for soft and hard formations, RPMsf
𝑓6 = [ ] , (9)
respectively [unitless]; 𝑏2 is 0.5 or 0.2, for soft and hard (RPMsf )𝑁
formations, respectively [unitless]; 𝑝 is tooth wear coefficient
[unitless]; 𝑘 is coefficient accounting for WOB influence on 𝑓7 = 𝑒−𝑎7 ∗ℎ , (10)
ROP [unitless]; 𝐶𝑓 is coefficient accounting for bit type,
𝑎8
hydraulics, drilling fluid, and formation strength [unitless]; 𝐹𝑗
and 𝐾 is constant dependent on drill-bit dullness and for- 𝑓8 = [ ] . (11)
mation abrasiveness, as a consequence of drilling conditions (𝐹𝑗 )𝑁
[ ]
[unitless].
Research and development continued, yet one of the most For the given subequations, normalization factors and coef-
comprehensive ROP models is the one proposed by Bour- ficients are calculated being within lower and upper limits
goyne Jr. and Young Jr. published in 1974, which considers (boundary conditions), and their final values are yielded from
the effects of the depth, the characteristics of the formation simulations being related to specific scenarios, where data
being drilled, the drill-bit size, the mechanical factors of and information were gathered (see Tables 1 and 2).
the drilling process (i.e., WOB and RPM), and the mud
system properties, allowing each one to be adjusted by fitting 2.1. Effect of Formation Strength (𝑓1 ) and (4). The expression
coefficients [4, 7]. of 𝑎1 primarily represents the effect of formation strength
on the rate of penetration (ROP); it also represents some
parameters such as drilled solids, which have not been
2. BYM ROP Model separately modeled yet.
The model’s main equation (3) consists of 8 subfunctions
which act and have significant influence on the ROP perfor- 2.2. Effect of Formation Compaction on ROP (𝑓2 ) and (5). This
mance [2]: term models the effect of compaction on ROP, assuming an
exponential decrease in ROP with depth in a normally com-
ROP = 𝑓1 ∗ 𝑓2 ∗ 𝑓3 ∗ 𝑓4 ∗ 𝑓5 ∗ 𝑓6 ∗ 𝑓7 ∗ 𝑓8 , (3) pacted formation. The effect of compaction on penetration
rate had always been set to influence de ROP referenced to a
where 𝑓1 is effect of formation strength; 𝑓2 is effect of depth normally compacted formation at 10,000 [ft].
and compaction; 𝑓3 is effect of pore pressure; 𝑓4 is effect
of differential pressure; 𝑓5 is effect of drill-bit diameter and
WOB; 𝑓6 is effect of rotary speed; 𝑓7 is effect of drill-bit tooth 2.3. Effect of Pore Pressure ROP (𝑓3 ) and (6). This term
wear; and 𝑓8 is effect of bit hydraulic jet impact force. also models the effect of compaction on ROP, assuming
Equation (3) can be broken down into 8 subequations as exponential increase of ROP with the increased pore pressure
follows: gradient. High ROP is common in formations like sandstones
while low ROP is common in shale and limestones. The lower
𝑓1 = 𝑒2.303∗𝑎1 , (4) ROP is mainly related to overburden stresses, consequently
adumbrating a more compacted and less porous interval.
𝑓2 = 𝑒2.303∗𝑎2 ∗(TVD𝑁 −TVD) , (5)
0.69
2.4. Effect of Differential Pressure (𝑓4 ) and (7). This term
𝑓3 = 𝑒2.303∗𝑎3 ∗TVD (EPP−EPP𝑁 )
, (6) represents the effect of pressure differential across the bottom
of the hole on ROP. Increased bottom hole pressure can have
𝑓4 = 𝑒2.303∗𝑎4 ∗TVD∗(EPP−ECD) , (7) a negative effect on ROP because cuttings can be held on
𝑎5 bottom, thus increasing the friction and teeth wear of the
WOBsf /ODbit − (WOBsf /ODbit )𝑡 drill-bits and also decreasing the hole cleaning efficiency.
𝑓5 = [ ] , (8)
(WOBsf /ODbit )𝑁 − (WOBsf /ODbit )𝑡 The differential pressure is basically a consequence of any
Mathematical Problems in Engineering 3
ROP
(WOBsf /ODbit )𝑁 4.00 [kilopounds/inch] Performance is enhanced by
redesigning to extend the
(𝐹𝑗 )𝑁 1,000 [pounds] foundering point
(RPMsf )𝑁 100 [rotation per minute]
Region II: efficient drill-bit
(7) and also by the jet impact force acting just crossing the reserves in the world are found there in the northeast to
drill-bit, or more specifically, the drill-bit nozzles. south of Brazil, in the Gulf of Mexico and in Africa’s West
The last term models the effect of bit hydraulics on Coast close to the shores of Angola [14]. These presalt clusters
penetration rate. Increased jet force implies better cleaning structure (from Brazil and Africa) were developed around
of cuttings around the drill-bit teeth on the bottom of the 160 million years ago, from the separation of the continental
hole and also better hydraulic environment for cutting trans- superstructure Gondwana (part of Pangea supercontinent)
portation to the surface by maintaining the whole area around into the American and African continents. Figure 3 shows a
the drill-bit and drill-string more clean, avoiding differential similarity indication in which the presalt carbonate geological
sticking and decreasing the friction rate. Warren (1981) found formations from Brazilian Santos and Campos Basin are
in his microbit experiments that ROP is proportional to a located relatively close to the shores of South America, being
Reynolds number group and that increased Reynolds number also evidenced on the African side since South America and
can increase the ROP [6]. Moreover, McLean (1964) and Africa have common geological history.
Warren (1984) experimentally showed how the drill-bit jet The rifting created the conditions which were necessary
impact force could positively influence the ROP. This term for the deposition of sediments: sea water (secured low
had been normalized to be equal to 1.0 for a jet impact of energy and high salinity environment) started to fill up
1,000 [lbf] [16–18]. the space between the formerly attached continents, which
favorably influenced the development of bacteria colonies.
3. Practical Application of the Model The secretion of these bacteria, allied with the precipitation
of carbonate salts, created nuclei for the formation of micro-
Since 1974, when the model was originally published, bialites (carbonate rocks), on which hydrocarbons could
measure-while-drilling (MWD) and logging-while-drilling accumulate. Normally, most accumulations in these regions
(LWD) tools became mainstream, scientists and engineers have presalt origin, but, in some cases, the salt slips and opens
have better understanding of downhole conditions, and cost way for them to migrate allowing them to accumulate in
reduction is more evident than before, driving to the fact the postsalt rocks. Even though they have the same origin,
that a better understanding of BYM could help the industry they may have some differences; that is, in the postsalt case,
moving forward. Better understanding of the model could be bacteria could consume the lighter part of the oil, from
achieved by a practical application and investigation. which gasoline and diesel are extracted. For the presalt oil, a
For a better understanding of the BYM model and high reservoir of rocks such as coquinas and volcaniclastics,
identification of room for improvements and/or alteration allied with a higher temperature, above 80 [∘ C] (given the
of subfunctions, already published academic sources and greater depths), creates a condition that sterilizes the oil and
simulations were investigated, and several simulations were preserves its qualities, thus lighter oil and gas are expected to
ran in presalt layers where actual field data were available. It be found [14]. This phenomenon can be especially important
is important to highlight that even the model was developed for Brazil since its already discovered reserves were mainly
with the aim of optimizing ROP in more soft formations heavy oil reserves which are not beneficial for refineries
(compared to carbonate) and also with the utilization of to prepare diesel fuel, and, therefore, in the last couple of
roll-cutter-bits, there is still a way to show its applicability decades crude and other refined petroleum products were
in different formations by changing the main normalization imported to Brazil. Nevertheless, light oil or natural gas
factors and coefficients boundaries, since these properties are exploration and extraction from presalt layers in the Santos
crucial and with adjustments on the boundary conditions can and Campos basins could have an impact for changing this
help in the development process. situation.
As it was emphasized in the introduction, exploration of
3.1. Presalt Layers. The decreasing production rate and grow- presalt layers is a highly challenging enterprise. The main
ing demand for hydrocarbons lead the petroleum industry to difficulties are operations in ultradeep water (1,500 [m] and
explore reserves in more challenging environment. One of the deeper), reservoir locations deeper than 5,000 [m], expansion
places where hydrocarbon supply can be secured on the long over large areas with high gas-oil ratio, high pressure and
run is located close to the shores of Brazil and on the other low temperature, and lying below thick evaporites layers
side of the Atlantic Ocean, close to the shores of Angola. This (approximately 2,000 [m] thick in some regions), mainly
environment is known as presalt formations (Figure 2) [14]. located offshore—up to 300 [km] off the coast with harsh
The presalt denomination is used to designate carbon- oceanic conditions. Table 3 highlights some characteristics of
ate geologic layers that were formed before the evaporites these carbonate rocks from different publications.
deposition, which has been accumulated above the carbonate
layers themselves. Earlier, the hydrocarbon reserves which 3.2. Simulation with Originally Suggested Drillability Coef-
were found above the evaporites layers started to run out, ficients and Normalization Factors. Simulation were estab-
and consequently, prospections of oil and gas in presalt layers lished based on presalt actual drilling field data. The originally
gained interest. In 2006, in Brazil, a great reserve of oil and suggested starting coefficients and normalization values were
gas was found in a basin in similar conditions of layers that used with the help of Microsoft Excel 2010 and Oracle Crystal
extends for approximately 800 [km] offshore, between the Ball Version 11.2.2. softwares. Crystal Ball is a Microsoft
city of Vitoria (State of Espirito Santo) and Florianopolis Excel add-on application for predictive modeling, forecasting
(southern region of Brazil). It is likely that the greatest presalt simulation, and formulation optimization. The input data
Mathematical Problems in Engineering 5
Water depth
2,000 m
Postsalt focus
until 2006
3,000 m
Total depth from
5,000 to 7,000
meters
used were the originally suggested drillability coefficients Relative error has also been calculated for results comparison
(with lower and upper boundaries) and the actual measured purposes. Relative error is the ratio of an error in a measured
ROP values. Crystal Ball recomputed the drillability coeffi- or calculated quantity to the magnitude of that quantity:
cients for the best possible fitting to actual field ROP data
(targeting 𝑅-squared to 1), while normalization factors were ∑𝑖 (ROPfield 𝑖 − ROPcalc 𝑖 )
unchanged. Table 4 and Figure 4 detail the first results. The Relative Error = . (13)
ROPfield
graph represents that the results are only depth-based (not
time-based). The results show adequate values; however, from the 𝑅-
𝑅-squared enables researchers to test hypotheses or pre- squared, meaningful conclusions cannot be derived since
dict future outcomes by statistically measuring how close the they are out of the normally accepted range [0 to 1] (−1.94).
original data are to the fitted regression line. In regression, Nevertheless, publications have shown that 𝑅-squared is not
this parameter is a statistical measure of how well the the most reliable solution to evaluate results of nonlinear
regression line approximates the real data points: regression trends. However, in the same time, relative error
shows more adequate results with the value of 0.50 (Figure 4).
Considering the fact that the 𝑅-squared was not a reliable way
2 to measure the fitting, another simulation was run with the
∑𝑖 (ROPfield 𝑖 − ROPcalc 𝑖 )
𝑅2 = 1 − 2
. (12) aim of getting the relative error as close as possible to 0 instead
∑𝑖 (ROPfield 𝑖 − ROPfield ) of 𝑅-squared as close as possible to 1 (Table 5 and Figure 5).
6 Mathematical Problems in Engineering
𝑎6 04 1.0 0.651057
Drilling mechanics samples (unitless)
𝑎7 0.3 1.5 0.300000
ROP5 field data
𝑎8 0.3 0.6 0.402447
ROP calculated
𝑅-squared −2.6091334
Figure 4: Result graph of the simulation with originally suggested Relative error 0.4572496
drillability coefficients and normalization values, with the depth-
based ROP plotting.
Based on the obtained values, the relative error shows
more adequate matching than in case of the first simulation
with 0.46 on top of 0.51; 𝑅-squared shows −2.61 compared
to −1.94, confirming the unreliability of 𝑅-squared based
ROP analysis: ROP field versus Bourgoyne and Young evaluation. Based on the experience and gained knowledge
coefficients ROP model calculated
20 of the two simulation runs, a third one was established to
18
16
investigate the behaviour of the BYM with different starting
14 parameters.
ROP (ft/hr)
12
10 3.3. Simulation with Modified Drillability Coefficients and
8
6 Normalization Factors. From the originally published nor-
4 malization factors and parameters other academic sources
2 were investigated to verify how the original model has been
0
alternated over the years. It is important because understand-
1
11
21
31
41
51
61
71
81
91
101
111
121
131
141
151
161
171
181
191
201
211
221
231
241
251
261
271
281
291
301
311
321
331
341
351
361
371
381
391
401
Table 6: BYM applied parameters from different academic sources. ROP analysis: ROP field versus Bourgoyne and Young
coefficients ROP model calculated
20
Parameter Normalization Lower Upper 18
factor boundary boundary 16
Bourgoyne Jr. and Young Jr., 1974 and 1986 [4, 7] 14
ROP (ft/hr)
12
(RPMsf )𝑁 100 [rpm] — — 10
TVD𝑁 8
10,000 [ft] — — 6
EPP𝑁 9.00 [ppg] — — 4
2
(WOBsf /ODbit )𝑁 4.00 [k-lbf/in] — — 0
(𝐹𝑗 )𝑁
1
11
21
31
41
51
61
71
81
91
101
111
121
131
141
151
161
171
181
191
201
211
221
231
241
251
261
271
281
291
301
311
321
331
341
351
361
371
381
391
401
1,000 [lbf] — —
𝑎1 — 0.5 1.9 Drilling mechanics samples (unitless)
Table 7: Current authors’ proposed values, 2015. ODbit : Drill-bit outside diameter [inches]
(WOBsf /ODbit )𝑁: Weight on bit over drill-bit out-
Parameter Normalization Lower Upper side diameter normalization value
factor boundary boundary
[kilopounds/inch]
(RPMsf )𝑁 60 [rpm] — — RPMsf : Drill-string surface measured rota-
TVD𝑁 11,200 [ft] — — tional speed [rotation per minute]
EPP𝑁 9.00 [ppg] — — RPMsf 𝑁 : Drill-string surface measured rota-
(WOBsf /ODbit )𝑁 4.00 [k-lbf/in] — — tional speed normalization value
(𝐹𝑗 )𝑁 1,000 [lbf] — —
[rotation per minute]
ℎ: Drill-bit grading fractional tooth
𝑎1 — 0.5 3.91
wear [unitless]
𝑎2 — 0.000001 0.004791 𝐹𝑗 : Hydraulic jet impact force being
𝑎3 — 0.000001 0.658851 applied beneath the drill-bit
𝑎4 — 0.000001 0.000864 [pounds]
𝑎5 — 0.102882 2.0 𝑎1 : Formation strength and drilling
𝑎6 — 0.4 2.23
fluid properties coefficient
[unitless]
𝑎7 — 0.025 2.587306
𝑎2 : Normal compaction trend coeffi-
𝑎8 — 0.3 1.080511 cient [unitless]
𝑎3 : Undercompaction and pore pres-
sure coefficient [unitless]
Table 8: Results of the simulation with author proposal aiming to 𝑎4 : Differential pressure coefficient
minimize the relative error. [unitless]
Lower Upper Calculated 𝑎5 : Constant dependent on drilling
boundary boundary Coefficients conditions and WOB and drill-bit
[unitless] [unitless] [unitless] curve behavior [unitless]
𝑎1 0.5 3.91 0.849165
𝑎6 : Constant dependent on drilling
conditions and RPM curve behav-
𝑎2 0.000001 0.004791 0.000001
ior [unitless]
𝑎3 0.000001 0.658851 0.000001 𝑎7 : Tooth wear coefficient [unitless]
𝑎4 0.000001 0.000864 0.000001 𝑎8 : Hydraulic coefficient [unitless].
𝑎5 0.102882 2.0 0.102882
𝑎6 0.4 2.23 0.400000 Conflict of Interests
𝑎7 0.025 2.587306 0.025000
𝑎8 0.3 1.080511 1.080511 The authors declare that there is no conflict of interests
Relative error 0.2661461
regarding the publication of this paper.
Acknowledgments
𝑅-squared allowed. Moreover, by applying a wider range of The authors would like to disclose gratitude to the Chair
applicable drillability coefficients and normalization factors, of Drilling and Completion Engineering from the Mon-
the relative error showed improvements from 46% down to tanuniversität Leoben, Austria, to the Coordenação de
27%, a gain of about 20%. Aperfeiçoamento de Pessoal de Nı́vel Superior (CAPES) and
to the Agência Nacional do Petróleo, Gás Natural e Biocom-
bustı́veis (ANP) by means of the BEX 0506/15-0 and PRH48-
Nomenclature ANP/MCTI.
TVD: True vertical depth [feet]
TVD𝑁: True vertical depth normalization References
value [feet]
EPP: Actual equivalent pore pressure [1] R. A. Cunningham, Laboratory Studies of the Effect of Rotary
Speed on Rock-bit Performance and Drilling Cost, American
gradient [pounds/gallon]
Petroleum Institute, 1960.
EPP𝑁: Actual equivalent pore pressure
normalization value [2] W. C. Maurer, “The ‘Perfect—cleaning’ theory of rotary
[pounds/gallon] drilling,” Journal of Petroleum Technology, vol. 14, no. 11, 1962.
ECD: Actual equivalent circulating [3] E. M. Galle and H. B. Woods, Best Constant Weight and Rotary
density [pounds/gallon] Speed for rotary Rock Bits, American Petroleum Institute, 1964.
WOBsf : Surface measured weight on bit [4] A. T. Bourgoyne Jr. and F. S. Young Jr., “A multiple regression
[kilopounds] approach to optimal drilling and abnormal pressure detection,”
Mathematical Problems in Engineering 9
International
Journal of Journal of
Mathematics and
Mathematical
Discrete Mathematics
Sciences