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The records studied from tests made by Esso Production Research Company confirm
and give quantitative values to many phenomena which have been observed qualitatively
or which have been indicated by existing evidence. Phenomena that were distinctly shown
to exist in some cases are irregular bit rotation, torque fluctuations, bit bouncing, bit
weight fluct uations, and large losses of rotary horsepower along the drill stem. In many
cases, weight fluct uations appear to be excited by either the rotation of the drill stem or the
mud-pump pressure fluctuations, or both. In at least one case, these fluctuations re-
sulted in the bit bounc ing clear of the hole bottom.
Introduction corder on Run 26 was located at the Kelly above all hole friction
losses where agreement with the rig floor indicator should have
THE motion and forces at the rock bit as well as at been good. Here too the measured weight was consistently lower
various points up and down the drill stem have concerned rotary than the reported weight, suggesting errors in the rig indicator.
drilling personnel for many years. Measurements [1] 1 were made Considering all of these measurements there appears to be no
of some parameters at the rotary table but this did not provide evidence of any axial weight being supported by hole friction and
the quantitative data desired at various points along the drill not applied to the bit as is sometimes commonly believed.
string. Some of the most interesting results of these tests are the
Esso Production Research Company initiated a downhole re- periodic fluctuations of weight. These vary from almost im-
corder development and testing program. This program resulted perceptible variations of about 2000 lb or less to maximums of
in many recordings of measurements in a number of different about 130,000 lb, with the bit apparently jumping clear of bottom.
wells during a period from March 1964 to January 1966. These Fig. 1 is a portion of the weight record of Run 12; 1(a) shows a
recordings include measurements of weight on bit, torque, drill load variation of from approximately zero to 130,000 lb
pipe and annulus pressures, bending, and axial, angular, and (40,000 lb nominal); 1(6) is an expanded view of 15 cycles as
radial acceleration. Deilv, et al. [2], have fully described this shown. It is easily seen by the flat bottom valleys that the load
downhole equipment and test program in a paper presented with was reduced to zero and the bit was jumping clear of the hole
this paper. Further description of these features is not necessary. bottom. It appears to have been clear of the hole bottom about
It is the purpose of this paper to cover some of the points of in- 50 percent of the time during most of the indicated cycles.
terest from these recordings and to discuss general observations The exciting force which causes these weight fluctuations
derived from them. In some instances where some relevant appears to come from two sources. The energy of one comes
correlation exists between two or more quantities being measured, from the rotary horsepower. With the drill stem conditions
such as between pump pressure and weight fluctuations, this right to give a natural axial frequency of three times the rotary
correlation is discussed. speed, any bottom disturbances can cause a three-cutter bit to
The words " r u n " and "test" are used throughout this paper. begin forming a cam on bottom. Growth of this cam would be
A run refers to the full eight to nine minutes of recordings made expected to continue up to a point. The cam would provide the
on one tape, generally during one round trip into the hole. As necessar}' axial force to keep the bit bouncing while the drilling
described in [2], a specific set of drilling conditions could be re- action maintained the cam. The weight fluctuations would thus
corded for about 20 to 30 sec and then the recorder stopped. have a frequency of three times the rotary speed (or N X rpm,
Drilling conditions could then be changed and the recorder re- N = number of cutters).
started. The records during these 20 to 30 sec intervals are The second exciting force is the pulsation due to the mud pump
called tests. pressure fluctuations. The importance of this fluctuating load
In general, the data studied in these records confirm and give had not been previously recognized by this writer, but is definitely
quantitative value to many phenomena which have been observed indicated by the recorded data. For a double acting pump, the
or which have been suspected because of existing evidence. fluctuation frequency equals four times the pump cj'cles per
Also, one new important phenomena previously not recognized, minute.
at least by the writer, is strongly suggested. In general, a far Fig. 2 shows the weight and pump pressure fluctuations as in-
better picture exists of what happens to the drill stem in the hole. dicated by the pressure in the drill pipe for Run 30, test 7, and
Run 32, test 7. Fig. 2(a), Run 30 shows a moderate weight
Weight on Bit fluctuation of about 15,000 lb and a pump pressure fluctuation of
about 600 psi. Note that between the letters a and b, the pump
In general, the measured weight on bit agreed with the re-
strokes and weight fluctuations have the same frequency. A
ported weight within the accuracy of reading the graphs. Runs
phase shift exists, the meaning of which is not known. No
22 through 26 were exceptions. These measured weights ap-
reasonable correlation exists between frequency and rpm.
peared to be consistently low, suggesting the possibility that
Run 32, test 7, shown in Fig. 2(6), shows a similar comparison.
some of the weight was not getting to the bit. However, the re-
The weight variations are much more violent, being as high as
1 Numbers in brackets designate References at end of paper. 50,000 lb. From c to d the weight does not fluctuate with the
Contributed by the Petroleum Division and presented at the pressure fluctuations, since there are nine pressure peaks as com-
Petroleum Mechanical Engineering Conference, Philadelphia, Pa., pared to ten weight peaks. However, during this interval the
September 1 7 - 2 0 , 1 9 6 7 , of T H E AMERICAN SOCIETY OF MECHANICAL
ENGINEERS. Manuscript received at A S M E Headquarters, June weight frequency (which calculates to be 203 cycles per minute)
22, 1967. Paper No. 67—Pet-12. corresponds closely with 3 X rpm as actually measured. The
r<
» o
i'l'i'i I ' i T ' f i ' i ' 1 1 r f T ' i . 1 . 1 i [ 7 7 " . . ' n " l . rf-'Tr, v,v'
i i i'
H
2(b) Run 3 2 , test 7
measured range for 3 X rpm was 199-207 cycles per minute. Of the approximately 160 tests, weight fluctuations could be
From d to e the weight fluctuations correspond identically to the estimated in 90 to 100 of them. In the remaining cases the weight
drill pipe pressure fluctuations. A different phase angle exists fluctuations were either erratic or of too high frequency to be of
between weight and pressure fluctuations than in Fig. 2(a). any immediate value.
Some importance of pressure fluctuations on the bit weight
can be appreciated by assuming a static drill stem held rigid at Torque
both ends with a pulsating pressure inside. With no axial motion
The torque measurements taken at the bit and those taken at
of the drill stem at any point, the weight fluctuation on the bit
the top of the square drill collar generally range from 800 to 2500
due to 1000 psi pump pressure fluctuations would be 4700 lb for lb-ft. Results from the Hughes Tool Company drilling tests in
4V2-m. drill pipe and 6600 lb for oV-r-m. drill pipe. If the drill the laboratory indicate torques in this range would result from a
collars were assumed a concentrated mass and the drill pipe a 7 7 / 8 -in. W7R bit, drilling in a medium hard formation with 3 0 -
spring fixed at the upper end, a 1/4-in. peak-to-peak displace- 56,000-lb weight on bit. This agreement between the field and
ment at the bit would reduce these fluctuations 690 and 900 lb laboratory tests is quite satisfactory.
for 4000 ft of 4V2-in- and S'A-m. drill pipe, respectively. These test, results show clearly that friction losses between the
This over simplified analysis is certainly not accurate for an drill stem and the hole wall can be quite large. To illustrate this,
axiallj' elastic drill stem not fixed at either end, but it does serve to comparisons of Runs 26 and 27 are particularly good because
illustrate that pressure fluctuations in the pipe of 500-1000 psi they were made in the same hole at approximately the same
can result in sizeable forces. depth. They also have tests with comparable weight and rpm.
Table 1 lists some of the results where weight fluctuations were The recording tool was at the surface in Run 26 and at the top of
counted and divided by three and four to compare with rpm and the square collar in Run 27 (see Table 2). Comparing Run 26,
pump C3'des per minute, respectively. Run 12, test 3, is an tests 11, 15, and 18 with Run 27, tests 9, 12, and 14, respectively,
example in which the frequency of weight fluctuations approxi- the loss in torque (and horsepower) was 67-89 percent due to
mate^' equals four times the pump c.ycles per minute but is dif- some interference between the drill stem and the hole wall.
ferent from three times the rotary speed. Run 27, test 10, is an The rotary table horsepower of Run 26, test 15, was 171 hp.
example in which the frequency of weight fluctuations approxi- The bit horsepower of Run 27, test 12 was 30 hp, a loss of S2V2
mately equals three times the rotary speed but is different from percent.
four times the pump cycles per minute. Run 32, test 7, is an Periodic torque fluctuations are available in only twelve tests.
example in which the frequency of weight fluctuation is ap- Eleven of these twelve had similar periodic weight fluctuations.
proximately equal to both three times the rotary speed and foul- I11 all eleven the torque and weight fluctuations had the same fre-
times the pump cycles per minute. quency. There appears to be a phase difference <j> where 0 < cj> <
In the majority of cases the frequency of the weight fluctua- 90 deg with the weight leading torque. Fig. 3 shows the weight
tions closely approximates four times the pump cycles per and torque fluctuations with the phase shift as indicated by a
minute. However, where these fluctuations are large, the fre- portion of Run 27, test 11.
quency of the weight fluctuations nearly equals either or both
three times the rotary speed and four times the pump cycles per
minute. The following runs the tests had large weight fluctua-
Axial Acceleration
tions: When weight fluctuations are small to moderate, axial ac-
celerations appear to be at higher frequencies and unrelated to
Run: 12 20 27 32 that of the weight. Calculations indicate only a few thousandths
Test: 3 5 11 7 of an inch, peak-to-peak axial displacement. In those cases where
Time
4(b) Run 27, test 11
• « 3 0 °
Fig. 3 Phase angle between weight and torque, Run 27, test 11 Fig. 4 Examples of a x i a l acceleration
weight fluctuations were particularly high, the axial acceleration the bit was not bouncing from a three-lobbed cam and should be
frequency tended to lock in with the bit weight in the ratio of completely free of bottom at times. This is supported by Fig. 1
1: 1, or in one case 3:1. This meant the weight on bit was syn- and other parts of the record, where the load on bit was zero as
chronous with the axial motion and the bit was bouncing ap- much as 50 percent of the time.
preciably. Run 27, test 11, Figs. 3 and 4(b), had an estimated maximum
By assuming these axial accelerations are sinusoidal, it is pos- axial displacement of 0.8 in. with the load just reduced to zero.
sible to estimate the maximum displacement vertically. Fig. 4 Here the fluctuations are equal to 3 X rpm, apparently rolling
shows two acceleration curves used for this purpose. Table 3 on a bottom cam. The zero load is of short time duration.
lists some of the axial displacements estimated. Seven are
estimated to have had peak-to-peak displacements of 0.5 in. or
greater, with the largest up to 1.7 in. Most displacements were A n g u l a r Acceleration
a few thousandths of an inch, with only a few listed in Table 3. Estimating angular displacements and rotary speed fluctua-
The axial displacements are sometimes transitory in nature as tions from angular acceleration curves was done in a manner
are many of the torque and weight fluctuations. Thus the dis- similar to estimating axial displacements. Fig. 5 shows two
placements measured may have occurred over an interval as angular acceleration curves used for this purpose. Table 3 lists
small as a few seconds and then changed. However, it is assumed the variation in rotary speed estimated from data of several tests.
that many similar conditions exist throughout the life of the bit. As can be seen there are quite large variations in rpm. Run 12
Two instances of bouncing are worth noting. Run 12, shown had one extreme case where the bit appeared to stop and go
in Fig. 1, had an estimated 1.5-in. peak-to-peak displacement at its backward slightly.
maximum (Table 3). At the time of this maximum displace- The plus or minus angular displacement in degrees either side
ment, the frequency was equal to the weight fluctuations and the of a theoretical line rotating at the average rpm is also shown in
pump fluctuations, but not three times the rpm. This indicates Table 3.
Torque Rotary
Test Tool Location RPM Wgt-1000 f ft horsepower
7 At Kelly 30 10 800 4.6
8 60 10 500 5.7
9 90 10 500 8.6
11 120 10 7000 160
12 30 30 1600 9.1
13 60 30 1600 18
14 90 30 5300 91
15 120 30 7500 171
16 30 50 1800 10
17 60 50 4000 46
IS 90 50 6000 103
20 30 70 2800 16
21 60 70 3100 35
9 Top Sq. Drill Collar 120 10 800 18
10 60 30 1100 13
11 90 30 2000 34
12 120 30 1300 30
13 60 50 2000 23
14 90 50 2000 34
Like the axial acceleration, the angular accelerations are some- RPM
times transitory but recurring. Measured rotary speeds are needed if this type of work is con-
tinued. The bending measurements did a good job in some
Beats cases but satisfactory rotary speeds were obtained from less than
In Runs 5, 6, 22, 23, 24, 26, 29, 30, 31, 32, and 33, periodic one third of the total tests.
beats were present on the recordings of any or all of weight, axial Run 32 was an example where the measuring sub was being
acceleration, torque, angular acceleration, bending, and radial bent and the bending record served to count the rpm in all 13
acceleration. Fig. 6(0) is a typical example showing the beats on tests. This was very fortunate, because it not only showed some
the torque and angular acceleration charts. errors in the reported rotary speeds but actually showed irregular
rotation in several tests. Table 4 lists the irregular rotations de-
Sinusoidal variation of torque or weight without beats occurred
tected, together with some of the regular ones. Note that the
in some cases. In every case these variations were associated
maximum rates of rotation were quite high.
with beats in axial acceleration, angular acceleration, etc. One
such test is shown in Fig. 6(b), where a sinusoidal variation in An explanation concerning Tables 3 and 4 is required here.
torque is shown with the beats in the angular acceleration. The Both purport to show a maximum rpm. In the case of Run 32,
sine wave has the same period as the beats of the accompanying test 7, shown in both tables, the numbers do not agree. Table 4
traces. In no case did the sine wave show up 011 the torque and shows a uniform rotation; Table 3 shows a variation of from 30
weight at the same time.
The period of most of these beats lies between three and six sec. Table 4 Rotary speed variation
This is much too long to be the result of elastic waves, either Measured from bending charts
shear or axial. Rotary speed, rpm
Run 32 suggests a possible reason for these beats (see Fig. 7), Instantaneous
Shown are the weight, axial acceleration, angular acceleration, and Average maximum
Run Test Reported measured measured
bending for tests 4 and 5. Test 4 shows uniform fluctuations in
22 2 0 67 89
all traces, with the regular sine wave of the bending trace showing 3 90 105 143
uniform rotation. Test 5 shows characteristic beats in the first 4 30 38 38
three traces with a period of about four and three quarters seconds. 5 30 38 92
The bending trace indicates the bit was rotating rapidly at a 6 30 37 90
7 60 66 66
maximum of about 92 rpm during part of the time, and was 67 113
8 60
practically still during part of the time. The period of fast and 9 60 70 128
slow speeds of rotation is the same as the beats of the other 10 90 93 93
traces, so far as measuring accuracy will permit. Thus, it can 33" 12 30 38 38
be assumed that where beats occur there are cycles of irregular 13 30 38 55
rotation of the bit due to alternate binding and relatively free 14 30 38 63
rotation. ' Diamond bit.
3P
TLST A i ff.'/AT TT~
: <OPPM SOOOOLtSVjrfltlBlT~
"Tqtri'psifuMp^Eaiigp-
iorque
o m n u c n:ciLE»ATinn
..I-Mfl'lf
'I ^ ^ ^
ii
6(o>
6(b)
Fig. 6 "Beats"
to 102 l'pm. The reason is that all rotary speeds of Table 4 are they made. He wishes to thank both Esso and Hughes Tool
changing during a period of about, four to five sec and were Company for the opportunity to publish these results.
measured by the bending chart. All rotary speeds of Table 3 were
calculated from acceleration traces and occurred during a period References
of about 0.2 sec or an order of magnitude difference. The high
1 Finnie, I., and Bailey, J. J., "An Experimental Study of Drill-
change in rotary speeds of Table 3 would be likely to show only String Vibration," J O U R N A L O F E N G I N E E R I N G F O R I N D U S T R Y , T R A N S .
as a slight irregularity on the bending traces if it showed at all. ASME, SeriesB, Vol.82, No. 2, May 1960, pp. 129-135.
2 Deily, F. H „ Dareing, D. W „ Pad, G. H „ Ortloff, J. E„ and
Lynn, R. D., "Downhole Measurements of Drill String Forces and
Motions," J O U R N A L O F E N G I N E E R I N G F O R I N D U S T R Y , T R A N S . A S M E ,
Conclusions Series B, Vol. 9 0 , No. 2 , May 1 9 6 8 , pp. 2 1 7 - 2 2 5 .
1 Two sources can set and maintain a bit in axial fluctua-
tions—rotation of the drill string and pump pressure fluctuations. APPENDIX
2 Beats result from irregular rotation of the bit.
3 Under certain conditions a large percentage of the rotary Discussion of Drill Stem Beats
horsepower may be lost between the rotary table and the bit. Since the presentation of the paper a more detailed study of the
4 Agreement between laboratory and field measured torque beat phenomenon has been made, resulting in the conclusion that
at the bit is satisfactory. this irregular rotation is the result of the drill stem acting like a
5 Only in very unusual cases will the weight on bit be dif- torsional pendulum superimposed on its normal uniform rotation.
ferent from that slacked off at the surface. Two approaches were used in analyzing this problem. The
following discussion presents these approaches together with the
results.
Acknowledgment
Discussion
The author wishes to thank Esso Production Research Com-
pany for the opportunity to study the downhole recordings which Approach I. From Run 32, tests 2, 3, 5, 6, 8, and 9, the periods
of fast and slow speeds of rotation appear to be the same as the coo
periods of the beats in the other traces. If we assume that the where <? =
drill stem acts as a torsional pendulum oscillating with a period
equal to the period of the beats superimposed on a uniform rota- For uniform rotation
tion of the rotary table, then we should be able to predict the
output of a strain gage located at the bit if that strain gage is — = sin Wot.
alternately elongated and contracted through one cycle each 0o
revolution of the bit. This would occur if the test sub were being
bent in a dogleg in the hole. This is plotted in Fig. 10(a). Comparing this plot with Run 32
The strain gage output is a function of its angular position in tests 4, 7, and 10, indicates the bit was rotating with uniform
the hole, Fig. 8.
<t>
Jo
=
f 4> dt (2)
Fig. 8
= Wo + cos ql (3)
menls
J> • — 13 T i £ L„
T t<i\
—- = tan L c tan — (5)
Jc « a„
where subscripts p and c denote quantities for the drill pipe and
drill collars, respectively, and
The density of the drill pipe pp was adjusted to account for the
inertial mass of the tool joints while at the same time neglecting
their stiffening effect of assuming
(,JPLP + JjLJ)
Pp P JP(LP + Lj)
Drill pipe Drill collar Drill pipe Drill collar Tool joint 0 Fundamental period—sec
Run no. length length O.D. I.D. O.D. I.D. O.D. I.D. Calculated Measured'
5 4360 720 472 3.S26 OV-i 27-2 572 374 3.40 3.4
6 4630 710 472 3.826 6 7* 272 0V2 374 3.51 3.7
20 3930 450 472 3.826 674 27„ 574 3 3.12 3.2
22 J36S0 855 4 3.34 7 217io 572 3 4.89 4.6
23' \3680 855 4 3.34 7 2'7ie 572 3 4.89 4.5
24 3915 855 4 3.34 7 2«/i6 572 3 5.05 4.8
26 3300 835 4 3.34 273 572 3 3.96 4.2
29 (3675 895 4 3.34 67? 2'A 57? 3 4.37 4.4
30'' < 3675 S95 4 3.34 672 57j 3 4.37 4.7
31 (3675 S95 4 3.34 67' 27j 572 3 4.37 4.8
32 /4150 895 4 3.34 6 72 27, 5 7s 3 4.6S 4.S
336 \4150 895 4 3.34 672 272 57s 3 4.68 4.8
0 Estimated dimensions.
b Only one calculation made for runs within brackets.
c The measured period is an average of all measurements for a given run. This could be only one measurement or up to fifteen.
Period of oscillation—sec
Unique
summarizes these results. For convenience, period of oscillation These may be instances where friction actually altered the oscilla-
is given rather than frequency. The measured periods for each tion period.
test within a run were averaged in the last column. The runs There were a few instances where beats occurred at rotary
that are bracketed had the same drill stems and the differences in speeds up to 120 rpm. In general they occurred less frequently at
depths were so slight that an average depth was selected and one 90 and above rpm and, more frequently at lower speeds.
calculated period was determined for all. Drill collar dimensions
were listed and tool joint dimensions were estimated. Conclusions
The very close agreement between the measured periods with 1 Beats result from the fundamental mode of the torsional
the calculated is excellent. The maximum variation is less than pendulum action of the drill stem superimposed on the uniform
10 percent. This not only gives good additional evidence that bit rotation.
the beats result from the torsional motion of the drill stem, but it
2 In most cases the period of oscillation is not affected by fric-
indicates the drill stem is acting as an unrestrained pendulum.
tion or damping from external sources.
3 In approximately 10 percent of the cases, friction may
Discussion
have increased the period of oscillation by about 20 percent or
Of the 70 tests having beats, eight showed a marked difference more.
from both the average measured periods and the calculated 4 Friction has the capability of distorting the normal har-
periods. These are tabulated for comparison in Table 6. Bit monic motion of the drill stem without appreciably affecting its
weights and rpm's for these are also tabulated. It will be noted frequency.
that all occurred at low rpm. I t will also be noticed that in every 5 Beats are more likely to occur at the lower rotary speeds
case these markedly different periods are longer than the others. than at higher rotary speeds.