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Journal of Petroleum Science and Engineering 51 (2006) 111 – 126

www.elsevier.com/locate/petrol

Characterization of operational safety in offshore oil wells


Kazuo Miura a, Celso K. Morooka b,*, Jose Ricardo P. Mendes b, Ivan R. Guilherme c
a
Petrobras, E and P-SSE/UN-BC/ST/EP, Macae, RJ, Brazil
b
State University of Campinas, UNICAMP/FEM/DEP, C.P. 6052, 13083-970, Campinas, SP, Brazil
c
Paulista State University, DEMAC/IGCE, Rio Claro, SP, Brazil
Accepted 4 November 2005

Abstract

The main concern of activities developed in oil and gas well construction is safety. But safety during the well construction
process is not a trivial subject. Today risk evaluation approaches are based in static analyses of existent systems. In other words,
those approaches do not allow a dynamic analysis that evaluates the risk for each alteration of the context. This paper proposes the
use of Quantitative and Dynamic Risk Assessment (QDRA) to assess the degree of safety of each planned job. The QDRA can be
understood as a bsafe job analysisQ approach, developed with the purpose of quantifying the safety degree in entire well
construction and maintenance activities. The QDRA is intended to be used in the planning stages of well construction and
maintenance, where the effects of hazard on job sequence are important unknowns. This paper also presents definitions of bbarrierQ
and bbarriers integrated setQ (BIS), and a modeling technique showing their relationships.
D 2006 Elsevier B.V. All rights reserved.

Keywords: Drilling; Completion; Workover; Plug and abandonment; Offshore well; Well safety; Safety barriers

1. Introduction In the first phase, the well is drilled through surface


layers not competent to withstand the higher fluid
Oil field development plans invariably translate into pressure of deeper layers, and could become unstable
huge investments on well construction. High risks are if surface casings are not run and cemented at the
inherent to any well construction because of the uncer- proper depth.
tainties and unknowns in geological modeling and in Usage of the term brisk analysisQ varies widely in the
rock and fluid properties. Although risks cannot be Oil and Gas industry. In most cases it denotes a prof-
eliminated, they certainly can be reduced by using an itability analysis characterizing each project in terms of
appropriate safety approach during the design and plan- its probability of reaching commercial production and
ning phases. Besides, when the system itself changes hence revenue (Yu et al., 1990; Suslick and Furtado,
over time, as it does in well construction and mainte- 2001; Accioly and Chiyoshi, 2004; Divi, 2004; Ross,
nance processes, a dynamic safety analysis approach is 2004; Schiozer et al., 2004; Suslick and Schiozer, 2004;
suggested. For example, as the drilling phases are Walls, 2004; Zabalza-Mezghani et al., 2004). Alterna-
performed, the well (system) comes deeper and deeper. tively, it can mean any of the following: a feasibility
analysis dealing with uncertainty in technical matters
* Corresponding author. Tel.: +55 19 3788 3339; fax: +55 19 3289
(Ursin, 2000; Moos et al., 2003; van der Poel and
4916. Jansen, 2004; Yeten et al., 2004a,b); a reliability anal-
E-mail address: morooka@dep.fem.unicamp.br (C.K. Morooka). ysis dealing with equipment and system availability
0920-4105/$ - see front matter D 2006 Elsevier B.V. All rights reserved.
doi:10.1016/j.petrol.2005.11.018
112 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

issues (Tanaka, 1989; Sachon and Paté-Cornell, 2004); i.e. it computes the status of well BISes at the threshold
or a hazard and operability study dealing with opera- between the end of an operation and the beginning of
bility of system like processing plant by humans (Schu- the subsequent operation.
bert et al., 2002; Holand et al., 2004). We have no The initial conditions, i.e., the statuses of all barriers
notice of any study with a bsafe job analysisQ approach at the beginning of the intervention, should be given by
(NORSOK D-010, 1998) as proposed in this paper. the planner. From these first statuses, one can derive BIS
This paper proposes the use of Quantitative and statuses of sequential operations by a computation based
Dynamic Risk Assessment (QDRA) to measure the on the impact of planned operations on the barriers. The
safety degree of each planned job for the entire well impact of each operation on each barrier should be
construction and its maintenance activities. It also mapped at this stage. It is assumed that the safety degree
extends the concept of bsafety barrierQ and proposes is directly related to the available amounts of BIS. The
the new concept of bbarriers integrated setQ (BIS), and approach is called dynamic because it evaluates the well
its associated modeling technique that shows the rela- safety degree for entire plan, at the beginning of each
tionships among barriers. Given a set of active barriers, planned operation, following each change in wellbore.
the model can predict how many BISes are activated This approach is fully suitable in practice, because
(Miura, 2004). the operations can be monitored in the field, and the
A case study illustrates how this approach allows operation inner risks can be quantified and mitigated on
computing the safety degree of an entire workover the basis of both the intervention plans and the daily
plan. Any intervention plan such as drilling, formation bulletins.
evaluation, completion, workover, suspension, or plug Summarizing, the proposed QDRA approach
and abandonment plan can be used. Using an example requires following steps:
of job planning from an offshore well maintenance,
quantity of available BIS at each planned operation is 1. defining and modeling existing barriers and BISes;
computed. 2. defining the acceptance criteria based on BIS;
Finally, computational prototypes based on the graph 3. building operation ontology and mapping the
modeling technique, and the BIS computation algorithm operations;
supporting the BIS approach, are shown. The prototypes 4. mapping the impacts of operations on barriers;
allow the well planner to model the barriers and BIS; 5. specifying the algorithm for BIS quantification;
compute the safety degree for the entire well intervention 6. applying the algorithm in field example as a case
without additional effort; analyze the operational risks at study.
any time during the well interventions; and know the
risks associated to each intervention. Each one of these steps is fully addressed in the
following sections.
2. Quantitative and Dynamic Risk Assessment
(QDRA) 3. Safety barrier and barriers integrated set (BIS)

Quantitative and Dynamic Risk Assessment (QDRA) In well engineering, the philosophy of safety bar-
is an approach developed with the purpose of quantify- riers is used to mitigate operational risks. Several
ing safety degrees in entire well construction and main- examples are seen in the industry (Takashina, 1989;
tenance activities. The objective of the QDRA is to check Rike et al., 1993; CSEPH, 1998; ANP Technical
whether the entire work environment is safe throughout Resolution 025, 2002; Petrobras N-1860, 1998;
the well construction and maintenance interventions. Holand, 1996; NORSOK D-010, 1998, ISO/DIS
The QDRA approach is intended to be used in the 13628-1, 2003; ISO 13628-4, 2003). But with current
planning stages of well construction and maintenance barrier definitions, we cannot assess quantitative pre-
activities, where the effects of hazards on job sequence dictions of the safety degree—they will only allow a
are important unknowns. The main feature of this ap- qualitative assessment.
proach is to be fast and expedite. It is based on the The common point to these definitions is the barrier
concepts of barrier, BIS, and mutual independence as objective: all of them are concerned with creating a
defined in Section 3. barrier against a blowout—the unintentional fluid flow
The BIS quantification algorithm uses the sequence from well reservoir to the environment. Current barrier
of planned operations as a guide for computing. It definitions do not deal with the issue of mutual inde-
assesses the risk between two sequenced operations, pendence, and therefore do not allow barrier quantifi-
K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 113

cation. In the next section a barrier concept that over- concentric casings, usually filled with cement with a
comes this restriction is defined. height of at least 60 m. The bInside casingQ, also called
cased hole, is the safest path during the entire drilling.
3.1. Safety barrier Both bString casing annulusQ and bInside tubingQ are
paths that occur when a string is run inside the well.
We define safety barriers as bphysical separations Then, by mapping all possible paths, as we do here, and
composed of one or more elements, capable of pre- identifying barriers for each path, we can avoid omis-
venting or isolating an undesirable event along a sions and guarantee the safety of the entire system.
specific path between the system under study and Another issue to address is the concept of mutual
the environmentQ. independence of barriers. Without this concept there is
Applying this barrier concept to a well, it would be no way of identifying the barrier contour, and therefore
defined as ba physical separation capable of preventing barriers can neither be distinguished from one another
unintentional fluid flow from a permeable interval (for- nor be quantified.
mation or pay zone) to the surface through one specific The formal definition of barrier independence can be
pathQ. Fig. 1 shows two examples of well barriers. One stated in any of the following ways: btwo barriers are
is a bcement plugQ in the bopen holeQ path, and the other mutually independent if there is no intersection in their
is the surface-controlled subsurface safety valve componentsQ, or, btwo barriers are mutually indepen-
(bSCSSVQ) in the binside tubingQ path. dent if the elements that compose one barrier do not
Fig. 1 also shows all the possible paths between the belong to another oneQ, or else:
well bpay zoneQ (permeable interval-formation) and the Given n barriers with their element sets E 1,E 2,. . .,E n
benvironmentQ around the well. These paths are the then the barriers are said to be mutually independent if
totality of possible fluid flow paths from the bpay E 1\E 2\. . .\E n = /.
zoneQ, mapped for the entire well construction and main- For instance, each well scenario for well construc-
tenance activities. bIncompetent layerQ and bPermeable tion and maintenance deals simultaneously with at most
layer into the surfaceQ are related to rock layers traversed three paths named bStringQ, bWellboreQ and bAnnulusQ.
by the well. While bIncompetent layerQ usually is a bStringQ is the bInside tubingQ path; bWellboreQ could be
surface layer that has no rock competence to support the bInside wellQ or bString  casing annulusQ paths; and
deeper well pressure, bPermeable layer into the surfaceQ bAnnulusQ could be all other paths taken together.
are shallow permeable layers crossing the well, consti- If only these parallel paths existed, and no shortcuts
tuting an alternative path through which fluid can flow. between them, the two definitions about barrier and
bOpen holeQ is the status of the well just drilled at a independence would be enough to compute the safety
certain depth; in this condition, the well can develop an degree of the entire system (or well). But there are
instability problem, and a path could be created between shortcuts among the paths and following topic
the reservoir and the environment. bCasing  well addresses it.
annulusQ is the path through the annulus between the
outermost casing and the drilled well, usually sealed with 3.2. The problem of shortcuts
cement to avoid any fluid flow. bCasing  casing
annulusQ is the path through the annulus between two bShortcutsQ or deviations are defined as path junc-
tions that allow communication between independent
paths, such as between string and well, or between well
and its annulus.
The proposed barrier definition does not prevent the
undesirable top event to happen through shortcuts
among mapped paths, as shown in Fig. 2.
In Fig. 2, even though there is a barrier bCement
PlugQ as shown in Fig. 1, there might be a shortcut from
the bopen holeQ path to the bpermeable layer into the
surfaceQ path, through bformation fractureQ that might
occur during the plug back execution due to excessive
Fig. 1. Totality of possible fluid flow paths between well pay zone and
pressure.
environment around the well with two examples of well safety Another example shows the shortcut from the
barriers. binside tubingQ path, which despite having the barrier
114 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

ponents (i.e., barriers) is a null setQ. In math mode, it


can be stated as follows:
Given n BISes with their related barrier sets B 1, B 2,
. . ., B n then the BISes are said to be mutually indepen-
dent if B 1\B 2\. . .\B n = /.
Now, with these three definitions (barrier, BIS, and
BIS independence), the number of independent BISes
available for each scenario can be quantified. But
there remains at least one issue to clarify. The barriers
and BISes are composed of elements with some kind
Fig. 2. Shortcuts between the paths. of dependency relationship amongst them, because
they are not simply sets, but systems. In order to
model these relationships, a graphical representation
bSCSSVQ might find the bannular string  casingQ path technique named bGraph SetQ is introduced in the
through btubing leakingQ below the barrier. following topic.
To overcome this shortcut problem, the definition of
Safety Barriers Integrated Set (BIS) is proposed in the 3.4. Modeling barriers and BISes using bGraph SetQ
following topic.
Both the barrier and the BIS can be modeled
3.3. Safety barriers integrated set (BIS) through a graphical representation technique named
bGraph SetQ, based on the combination and adaptation
The safety barriers integrated set (BIS) can be of the knowledge graph (Miura, 1992; Morooka et al.,
defined as a bset of one or more barriers with the 1993) and the fault tree analysis (FTA) techniques. The
aim of preventing the undesirable top event, consid- main difference between graph set and FTA lies on the
ering all the possible paths between the system under top event. While in FTA the top event is defined as the
study and the environmentQ. undesirable critical event, in graph set the top event is
A well BIS can be defined as a bset of one or more defined as the availability, readiness or reliability of the
barriers with the aim of preventing unintentional fluid entire set.
flow from a permeable interval (formation or pay zone) The graph set model decomposes the BIS into a set
to surface, considering all the possible pathsQ, as seen in of barriers somewhat related amongst them, and each
Fig. 3. barrier into a set of components also somewhat related
Notice in Fig. 3 that in a BIS, barriers must not amongst them.
only exist in all possible paths, but also be integrated, The Graph Set is a directional graph composed of
i.e., barriers must also prevent bshortcutsQ between three layers representing the reasoning process, where:
paths.
An example of a BIS during the workover inter- n Each node at the input layer represents one input data
ventions might be the production packer (for well- item, from which the information is propagated through
bore path) with standing valve and fluid weight the graph. The input nodes are represented by I i .
compatible with static pressure (for string path) and
production casing tested above the packer (for annu-
lus path).
Another example of a BIS, in abandoned well, might
be the cement plug in the casing (for wellbore path) and
cemented annulus (for annulus path).
With both BIS and barrier definitions, we have the
means to identify a set composed of barriers for all the
possible paths, integrated amongst them, yet we cannot
distinguish one set from another without the notion of
BIS independence.
The same concept of barrier independence can be
extended to BIS independence: btwo BISes are mutu-
ally independent, if the intersection between their com- Fig. 3. Safety Barriers Integrated Set (BIS).
K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 115

n The single node at the output layer represents the Below the use of the graph set technique is demon-
possible graph output. The output node is repre- strated in an application example.
sented by O.
n The associative nodes (bANDQ gate and bORQ gate) 3.5. Application example: modeling blowout preventer
at the intermediary layer represent the aggregation stack as barrier
operators acting on the input data related to these
nodes. The bANDQ gate can be expressed by mini- A well-known barrier in well engineering is the
mum, multiplication or any T-norm (Pedrycz and blowout preventer stack (BOP), a set of rams, flow-
Gomide, 1998). The bORQ gate can be expressed lines, and valves installed on the wellhead in order
by maximum, addition or any S-norm (Pedrycz and to control the well in the event of an influx from
Gomide, 1998). These associative nodes are repre- the formation. The schematic drawing of a subsea
sented by A i . BOP, representing its main components, is shown in
n The relationships between the input layer nodes and Fig. 4.
the intermediary layer nodes, and between these and Fig. 4 represents a subsea BOP with three pipe
the output layer node, are represented by arcs rams (upper, middle, and lower), one blind and
(arrowed lines) linking them. shear ram, and one annular BOP. Usually the middle
and lower rams can close around the same work
Therefore, the Graph Set ( G) is defined by G : string, and the upper ram can close around strings of
I i  A j  OY[0,1] where the status of input elements different diameters. The annular BOP can close a
{I i } can assume values in the interval [0,1], which are variety of string diameters, and even a situation with-
aggregated by logic operators {A j }, generating a value out string, and therefore it is redundant with the blind
in the interval [0,1] associated to the status of output ram, upper pipe ram, middle pipe ram, and lower pipe
element {O}. ram. There is a single wellhead connection for the
The barrier status is checked by using the concept of entire BOP.
availability. The availability of equipment is the prob- Fig. 5 shows the result of modeling this subsea BOP
ability of having it with correct operation. It is defined with the graph set technique.
as the complement of the failure index, or (1  k), The column at the left side of Fig. 5 shows the 16
where k is the failure index. BOP components; at the right side the single node
Once the graph set is modeled, an availability value represents the entire BOP. The relationships among
can be assigned for each element of this set: (1  k) for BOP components are modeled by using three bANDQ
active elements, and zero (0) for disabled elements. One gates and five bORQ gates.
can also navigate through this graph and compute the This mutual redundancy of rams (middle and lower
availability value for the entire set. If the result is a value pipe rams) and the redundancy of annular BOP with
greater than zero, the graph set is active (or available); a regard to all other rams are sometimes misinterpreted as
value of zero means that the graph set is not activated. indications of two or more independent barriers. How-

Fig. 4. Subsea BOP scheme.


116 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

Fig. 5. Subsea BOP model, based on the Graph Set technique.

ever, the BOP will always be one single barrier, regard- k6 failure index of BOP MIDDLE PIPE RAM;
less of the number of rams, because all rams depend on k7 failure index of BOP LOWER PIPE RAM;
a single wellhead connection and housing. Increasing k8 failure index of BOP HOUSING;
the number of rams increases BOP availability, but does k9 failure index of BOP SPACER;
not increase the number of barriers. k 10 failure index of BOP WELLHEAD
Let us suppose that failure indexes of all BOP CONNECTOR;
components are given as follows: k 11 failure index of CHOKE VALVE;
k 12 failure index of CHOKE LINE;
k1 ¼ k2 ¼ 2% k 13 failure index of CHOKE MANIFOLD;
k 14 failure index of KILL VALVE;
k3 ¼ k5 ¼ k6 ¼ k7 ¼ 5% k 15 failure index of KILL LINE;
k 16 failure index of STANDPIPE MANIFOLD.
k4 ¼ 10%
And let us use the following computations for log-
k8 ¼ k9 ¼ k10 ¼ k11 ¼ k12 ¼ k13 ¼ k14 ¼ k15 ¼ k16 ical gates, using failure index (k):
¼ 1%
n bANDQ gate with input {a,b}: (1  k a ) * (1k b );
where: n bORQ gate with input {a,b}: (1  k a * k b ).

k1 failure index of BOP CONTROL LINES Then, according to graph set, the computations are:
POD—BLUE;
k2 failure index of BOP CONTROL LINES ð1  kBOP Þ ¼ ð1  k1 4k2 Þ4ð1  k3 Þ
POD–YELLOW; 4ð1  k4 4k5 4ð1  ð1  k6 4k7 ÞÞ
k3 failure index of BOP BLIND and SHEAR 4ð1  k8 Þ4ð1  k9 Þ4ð1  k10 Þ
RAM;
4ð1  k11 4ð1  ð1  k12 Þ4ð1  k13 ÞÞ
k4 failure index of ANNULAR BOP;
k5 failure index of BOP UPPER PIPE RAM; 4ð1  k14 4ð1  ð1  k15 Þ4ð1  k16 ÞÞ:
K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 117

Replacing the failure indexes (k i ) by their values, we should be periodically inspected, and the barrier and
have: its dependency obsolescence checked.
In the next section the issue of mapping all known
n (1k BOP)=(10.02*0.02)*(10.05)*(10.10*0.05* barriers and BISes is addressed.
(1(10.05*0.05))*(10.01)*(10.01)*(10.01)*
(10.01*(1(10.01)*(10.01))*(10.01*(1(1 3.7. Mapping of existent BIS
0.01)*(10.01));
n (1k BOP)=(0.9996)*(0.95)*(0.999875)*(0.99)* The barriers and BISes were mapped and then col-
(0.99)*(0.99)*(0.999801)*(0.999801); lected in a structured database. The relationships be-
n (1k BOP)=0.9302. tween BIS, barrier, and surrounding entities are
represented in the bentities and relationships diagramQ
Thus, the BOP stack has 93% of availability or 7% (ERD) shown in Fig. 6.
of failure index. In Fig. 6, according to the notation of Entities and
As shown in a previous example, if the failure in- Relationships Diagram (ERD), boxes represent the en-
dexes of all components are given, this bGraph SetQ tities, and arcs represent the relationships between two
modeling technique can compute the graph set avail- linked entities. All relationships modeled in the dia-
ability (or reliability) function, with values varying from gram are of the one-to-many type, i.e., for each in-
0 to 1. stance (or element) on the doneT side of the relationship,
Computations using availability function that varies it is possible to find several instances on the dmanyT
in the interval [0,1] are valid to assess the barrier side of the relationship. The circle end of the arc
availabilities over their entire lifetime. But when an represents the doneT side of the relationship and the
assessment of the BIS availability during the short crowfoot end of the arc represents the dmanyT side of
time of an intervention is desired, the following sim- the relationship. Therefore, the BISes are mapped for
plification is proposed. each scenario (drilling, formation evaluation, comple-
tion, production, workover, suspension, plug and aban-
3.6. BIS availability function simplification donment), while the barriers are mapped for each path
(string, wellbore and annulus). The BISes are com-
Usually the availability function is applied to the posed of barriers and a barrier in turn has its compo-
whole lifetime of a system. Because the QDRA ap- nents. The impact of each operation on each barrier
proach is only applied during interventions, which are status is mapped in the table boperation  barrierQ that
just a fraction of the lifetime, such as 1 month over maps the barrier status change after an operation is
20 years, it would be meaningless to consider the accomplished. For example, after a perforation, the
failure index of such small intervals. Therefore, in perforated production casing is no longer an active
order to simplify the BIS availability computations, barrier, and assumes a disabled status.
we propose to ignore all failure indexes. In other We scrutinized all the scenarios related on well
words, we propose that the barrier and BIS availabil- construction and maintenance, such as drilling, forma-
ities be discretized and reduced to one of two possible tion evaluation, completion, production, workover, sus-
values: 1 when they are active and 0 when they are pension, and plug and abandonment (P&A), and we are
disabled.
Thus, the BIS availability computations might be
simplified, with integers as results. This simplification
is based on the fact that all these computations are
proposed in order to check the BIS availability changes
which might occur during an intervention.
Once a BIS graph is modeled, if the availability
function is assigned the value 1 for each active barrier
and 0 for disabled barrier, BIS availability can be
checked by navigating the model through logical com-
putations. The result should be an integer.
Modeling the barrier and BIS into set graphs is a
convergent consolidating process, and these models can Fig. 6. Relationships between barriers and BISes, modeled as entities
be refined over the time. Therefore, the BIS graphs and relationships diagram (ERD).
118 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

able to identify 16 BISes. Furthermore, examining all But in P&A interventions, the Brazilian Regulatory
the known paths (Fig. 1), we found 55 barriers and their Agency (ANP) demands three independent BISes, ba-
components. sically composed of cement plugs, in both the wellbore
The BIS for drilling is presented in the Fig. 7. and its annuli.
In Fig. 7, the five independent BISes were modeled Therefore, the proposed safety acceptance criteria
for the drilling scenario. The first two BISes, the natural for the offshore well life cycle are:
BIS and the shallow hazards BIS, are used mainly in
the well spud in activities. The Fluid BIS is used n In plug and abandonment interventions, at least three
throughout the drilling scenario, and also during the independent and tested BISes should be available to
formation evaluation scenario. The BOP BIS is used prevent unintentional well flow.
from the drilling through evaluation, completion, work- n During any other well interventions but P&A, such
over, suspension, and plug and abandonment scenarios. as drilling, formation evaluation, completion, work-
The fifth BIS, controlled pressure drilling equipment, is over, and suspension interventions, at least two in-
a set of equipment used for special drilling operations dependent and tested BISes should be available to
called pressure controlled drilling. prevent unintentional well flow.
n Each BIS status should be known during the entire
4. BIS-based safety acceptance criteria intervention, and checked at least before carrying out
each planned operation.
The proposed safety acceptance criteria are applied to n In the event of a BIS failure, immediate action
the offshore petroleum well life cycle context. In other should be taken in order to re-establish the function-
words, the system boundary being reinforced is the set of ality of two independent BISes. No activities should
possible paths between the pay zone (hydrocarbon res- be carried out, excepting those to re-establish the
ervoir, formation) and the sea (the surrounding environ- minimum condition of two independent BISes.
ment). The undesirable critical event is the blowout (non-
controlled eruption) of hydrocarbons to the environment. With these safety acceptance criteria based on the
These criteria must be applied to the whole design of previously introduced definitions and modeling tech-
any intervention, whether it is drilling, formation eval- nique, the QDRA approach can be run, provided the
uation, completion, workover, suspension, or P&A. operations and their impacts on barriers are known.
The well engineering community since long time Operations and their impact on each barrier (shown in
recommends the use of two BISes for all interventions Fig. 6) have not yet been defined. This is addressed in
(NORSOK D-010, 1998; PETROBRAS N-1860, 1998). the following section.

Fig. 7. Examples of barriers integrated set (BIS) for drilling scenario.


K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 119

5. Mapping the impact of operations on the barriers Table 2


An example of offshore well workover plan
The accomplishment of some operations activates or Sequence Operation
disables the status of some barriers, whereas for several 1 Moving rig
other operations the status remains unmodified. This 2 Setting back pressure valve
3 Nippling down X-tree and adapter spool
mapping looks for the impact of each operation on each
4 Nippling up and installing BOP
barrier, i.e., it maps the change of the well barrier status 5 Pulling out back pressure valve
caused by the impact of each operation. 6 Pulling out of hole ESP and tubing
The mapping process can be described as follows: 7 Running in hole electric submersible pump (ESP)
w/ tubing
8 Setting back pressure valve
1. Generate a list crossing all operations against all
9 Pulling out and nippling down BOP
barriers (Operations vs. Barriers). 10 Nippling up X-tree and adapter spool
2. Find the impact of the operation on the barrier for 11 Pulling out back pressure valve
each item mapped in step 1. The impact can be one 12 Switching on electric submersible pump (ESP)
of the three options: 13 Retrieving standing valve w/ slickline from
tubing string
n Operation activates the barrier;
n Operation disables the barrier; or
n Operation has no impact on the barrier. suffer some impact from operations. Some examples of
3. Eliminate all items with no impact in order to sim- this list are shown in Table 1.
plify the list. Using this list and updating it periodically should
provide the convergence to the correct relationships
Note that an operation can impact more than one between operations and barriers.
barrier, and one barrier can be impacted by several Thus, with the definitions and modeling technique
operations. The Operations vs. Barriers list generated introduced in Section 3, the safety acceptance criteria
by this process is composed of 289 items, of which established in Section 4, the operations as mapped in
224 items are about operations that activate a barrier Section 5, and the impact of operations on barriers as
and 65 items are about operations that disable a barrier. mapped in this section, we are now ready to address the
An important point is that only 45 of the 55 barriers BIS quantifying algorithm.

6. The BIS quantifying algorithm


Table 1
Some examples of operation impact on barriers The BIS Quantifying Algorithm comprises the fol-
Operation Barrier State lowing steps:
BOP installing Wellbore-diverter Activated
BOP installing Wellbore-wellhead Activated 1. Establish the intervention plan with a sequence using
Cement squeezing Annular-casing Activated standardized operations.
overlap cemented
2. Define the intervention initial condition, i.e., map the
Cement squeezing Annular-cemented Activated
Cutting cement plug Wellbore-bottom Disabled status of all well barriers at the beginning of the
cement plug intervention.
Cutting cement plug Wellbore-cement Disabled
plugging of liner
Cutting cement plug Wellbore-surface Disabled Table 3
cement plug Activated barriers at beginning of workover in an offshore depleted
Killing the well Wellbore-workover fluid Activated well with X-tree and ESP installed
Perforating thru tubing Wellbore-casing Disabled
Barrier code Barrier name Status
Perforating w/ TCP String-drill pipe Activated
Perforating w/ TCP Wellbore-casing Disabled CMT_ANNULUS Annulus-cemented annulus Activated
Perforating w/ TCP Wellbore-operating packer Activated CMT_OVLAP_CSG Annulus-cemented Activated
Perforating w/ wireline Wellbore-casing Disabled overlapped casings annulus
Static level control Annular-natural barrier Activated CSG_HANGER Annulus-casing hanger Activated
with sonolog NATURAL_BARRIER Annulus-natural barrier Activated
Static level control Wellbore-workover fluid Activated TBG_HGR Wellbore-tubing hanger Activated
with sonolog WELLHEAD Wellbore-wellhead Activated
... ... ... X-TREE Wellbore-X-tree Activated
120 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

3. Check barrier status changes after the accomplish- 5. Check whether all sequenced operations exceed the
ment of each operation included in the sequence safety threshold required by the acceptance criteria
(step 1), using the operations vs. barriers list as as stated in Section 4.
mapped in Section 5. a. Correct the operation sequence where it fails the
4. Compute the amount of active independent BISes safety acceptance criteria, i.e., to change the oper-
for each sequenced operation, using the BIS graphs ation sequence in such a way that safety acceptance
as mapped in Section 3. criteria are satisfied. This can be done by inserting,

Table 4
Disabled barriers at beginning of workover in an offshore depleted well with X-tree and ESP installed
Barrier code Barrier name Status
BH_PLUG String-bottomhole plug Disabled
BH_STV String-standing valve Disabled
BH_VALVE String-bottomhole valve Disabled
BHA_BPV String-floating valve on bha Disabled
BOP Wellbore-blowout preventer-bop Disabled
BRIDGE_PLUG_PERM Wellbore-permanent bridge plug Disabled
BRIDGE_PLUG_RECU Wellbore-retrievable bridge plug Disabled
CABLE_BOP String-cable bop Disabled
CABLE_LUBRICATOR String-lubricator Disabled
CASING Wellbore-casing Disabled
CMT_PLUG_BOTT Wellbore-bottomhole cement plug Disabled
CMT_PLUG_LINER Wellbore-liner top cement plug Disabled
CMT_PLUG_OH Wellbore-open hole isolation cement plug Disabled
CMT_PLUG_SURF Wellbore-surface cement plug Disabled
COILED_TBG String-coiled tubing Disabled
COMPLETION_FLUID Wellbore-completion fluid Disabled
CT_BOP String-coiled tubing bop Disabled
DRILL_STRING String-drill string Disabled
DRILLING_FLUID Wellbore-drilling fluid Disabled
EMERG_SHUTDOWN Wellbore-emergency shutdown Disabled
FI_VALVE String-formation isolation valve Disabled
Fluid_loss_ctrl Wellbore-fluid loss control Disabled
GAS_CIRCUIT Wellbore-gas circuit Disabled
GP_PACKER Wellbore-gravel pack packer Disabled
IBOP String-inside bop Disabled
LRP Wellbore-lower marine riser package Disabled
MARINE_RISER Wellbore-driiling marine riser Disabled
MUDLOGGING Wellbore-mud logging Disabled
OP_PACKER Wellbore-operation packer Disabled
PROD_PACKER Wellbore-production packer Disabled
S_HAZARD_BARRIER Wellbore-barrier against shallow hazards Disabled
SAFETY_HEAD Wellbore-safety head Disabled
SCSSVALVE String-surface controlled subsurface safety valve Disabled
SLIDING_SLEEVE String-sliding sleeve Disabled
SNUB_STRIPPER Wellbore-stripper Disabled
SOLID_REMOVER Wellbore-solid remover Disabled
SQZ Wellbore-cement squeezing Disabled
STRING String-production string Disabled
SUBSURFACE_TREE String-subsea test tree Disabled
SUMP_PACKER Wellbore-sump packer Disabled
SURFACE_DIVERTER Wellbore-diverter Disabled
SURFACE_TREE String-surface tree Disabled
TAIL String-production tail Disabled
TBG_HGR_PLUG String-surface plug Disabled
TBG_HGR_RT String-tubing hanger running tool Disabled
TOPDRIVE String-top drive Disabled
WO_BOP String-workover bop Disabled
XSJ String-expandable separation joint Disabled
K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 121

BH_STV BHA_BPV BOP CMT_ANNULUS CMT_OVLAP_CSG CSG_HANGER NATURAL_BARRIER STRING TBG_HGR WELLHEAD X-TREE
before the critical operation which is failing the
safety acceptance criteria, one or more operations

1
1
0
0
0
0
0

0
0
1
1
1

1
that activate the necessary barriers.

With this BIS quantifying algorithm, the QDRA


approach is now complete. In the following section,

1
1
1
1
1
1
1

1
1
1
1
1

1
as a case study, the algorithm is applied to an offshore
well workover plan.

1
1
1
1
1
0
1

1
1
1
1
1

1
7. Case study: applying the QDRA approach to an
offshore well workover plan

1
1
1
1
1
0
1

1
1
1
1
1

1
In this case study, the BIS Quantifying Algorithm is
applied step by step to demonstrate the use of the
QDRA approach and its expected results.
The six steps of the algorithm are shown in the
topics below.

1
1
1
1
1
1
1

1
1
1
1
1

1
7.1. Establishing an offshore well workover plan

The operation sequence of the offshore well work-


over plan is shown in Table 2. This plan is used to do
1

1
1
1
1
1
0
1

1
1
1
1
1

1
workover intervention in an offshore depleted well with
X-tree and ESP installed.
Note that even though a workover plan is being
taken here as an example, the QDRA approach can
be used in any type of intervention, such as drilling,
1

1
1
1
1
1
1
1

1
1
1
1
1

1
formation evaluation, completion, suspension, or P&A.

7.2. Defining the initial condition of the chosen


intervention
Changes in barrier status after accomplishment of each sequenced operation

1
1
1
1
1
1
1

1
1
1
1
1

1
In this example, the initial condition for workover of
an offshore depleted well with x-tree and ESP installed
0

0
0
0
1
1
1
1

1
0
0
0
0

is shown in both the Table 3 (activated barriers), and 0

Table 4 (disabled barriers), i.e. the tables show the


status of all barriers at the beginning of the workover.
0

0
1
1
1
0
0
0

1
1
1
0
0

Tables 3 and 4 are generated by the list of whole


known barriers mapped for offshore well interventions.
This list is composed by 55 known barriers for three
0

0
0
0
0
0
0
1

1
1
1
1
1

known paths: annulus, wellbore, and string.


Nippling down X-tree and adapter spool

Nippling up X-tree and adapter spool


Running in hole electric submersible

Pulling out and nippling down BOP


Pulling out of hole ESP and tubing

Switching on electric submersible

7.3. Checking barrier status changes after the accom-


Nippling up and installing BOP
Pulling out back pressure valve

Pulling out back pressure valve


SEQ Initial condition and sequenced

Initial Condition: X-Tree and


ESP Installed. Depleted Well

plishment of each sequenced operation


Retrieving standing valve w/
Setting back pressure valve

Setting back pressure valve

slickline from tubing string


pump (ESP) w/ tubing

In this step, the impact of each sequenced operation


on the barrier status is checked, and results are shown in
pump (ESP)

Table 5. It is assumed that failure indexes are zero for


Moving rig
operations

all activated barriers (see Section 3.5), i.e., if a barrier is


in an activated status, the value is assumed to be 1.
Table 5

Table 5 shows the barrier status after accomplishment


10

12

13
11

of each sequenced operation based on impact of these


0

1
2
3
4
5
6
7

8
9
122 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

operations, beginning with initial condition as stated in Table 7


first row (row N8 0). The barrier codes are in the columns List of known BISes
(see Tables 3 and 4 for their names). Each row is a BIS code BIS name
sequenced operation, starting with the initial condition DRL_NATURAL Drilling-natural barrier assembly
as defined in step 7.2. The cells with values 0 or 1 map DRL_SHALLOW_HZD Drilling-shallow hazard barrier
assembly
the barrier statuses according to the sequenced operation.
DRL_FLUID Drilling-fluid barrier assembly
The b1Q value means that the barrier is on active status, DRL_BOP_ASSY Drilling-bop barrier assembly
and b0Q value means that the barrier is on disabled status. PCD_OP_EQPT PCD-operation equipment
To simplify the table, only the activated barriers are DST_PRIMARY Formation evaluation-primary
displayed in this example. barrier assembly
CMP_FLUID Completion-fluid barrier assembly
CMP_LOWER Completion-lower barrier assembly
7.4. Computing the amount of active independent BISes CMP_UPPER Completion-upper barrier assembly
for each sequenced operation CMP_X-TREE_ASSY Completion-X-tree barrier assembly
WO_SNUBBING Workover snubbing-well control
These computations are based on BISes modeled as WO_CABLE_CT Workover slickline/wireline/
tractor/coiled tubing-well control
set graphs (Fig. 7) and using the Table 5 as input. The
X_ZONE_ISOLATION Abandonment-reservoir isolation
Table 6 shows the impacted BISes by the sequenced X_LINER_PLUG Abandonment-liner top plugging
operations used as example. X_BOTTOM_PLUG Abandonment-bottom plugging
The Table 6 shows the computed BIS statuses after X_SURFACE_PLUG Abandonment-surface plugging
accomplishment of each sequenced operation based on
set graphs which barrier statuses are inputs. The BIS
codes are in the columns (see Table 7 for their names), status. To simplify the table, only the activated BISes
and each row is a sequenced operation, starting with the are displayed in this example.
initial condition as defined at step 7.2. The cells with b0Q Table 7 shows all known BISes mapped for off-
or b1Q values map the BIS statuses according to the shore well. Applicable scenarios are drilling, pressure
sequenced operation. The b1Q value means that the controlled drilling (PCD), formation evaluation, com-
BIS is on active status and the b0Q value means that pletion, workover, suspension and plug and abandon-
the BIS is on disabled status. The last column (Amount ment. The first term of BIS names represents the
of BISes) shows the amount of BISes on activated scenario where they are applied, but this does not

Table 6
Changes in BISes statuses after accomplishment of each sequenced operation
SEQ Initial condition and sequenced DRL_NATURAL DRL_BOP_ASSY CMP_UPPER CMP_X-TREE_ASSY Amount
operations of BISes
0 Initial condition: X-Tree and ESP 1 0 1 1 3
Installed. Depleted Well
1 Moving rig 1 0 1 1 3
2 Setting back pressure valve 1 0 1 1 3
3 Nippling down X-tree and 1 0 1 0 2
adapter spool
4 Nippling up and installing BOP 1 1 1 0 3
5 Pulling out back pressure valve 1 1 1 0 3
6 Pulling out of hole ESP and tubing 1 1 0 0 2
7 Running in hole electric submersible 1 1 1 0 3
pump (ESP) w/ tubing
8 Setting back pressure valve 1 1 1 0 3
9 Pulling out and nippling down BOP 1 0 1 0 2
10 Nippling up X-tree and adapter 1 0 1 1 3
spool
11 Pulling out back pressure valve 1 0 1 1 3
12 Switching on electric submersible 1 0 1 1 3
pump (ESP)
13 Retrieving standing valve w/ 1 0 1 1 3
slickline from tubing string
K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 123

Fig. 8. Main screen of graph editor.

Fig. 9. Input screen of barriers verifier.


124 K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126

imply that these BISes are only applicable to that adequate safety degree. The next section presents
scenario. For example, the DRILLING-BOP BARRI- some software prototypes developed to support the
ER ASSEMBLY BIS is applicable to all scenarios. QDRA approach are presented.

7.5. Checking the sequenced operations against the 8. Prototype tools developed to support the QDRA
safety acceptance criteria approach

In this step one checks whether the amount of In Section 7 the use of the BIS quantifying algorithm
BISes computed in step 7.4 (last row of Table 6) was demonstrated. According to the QDRA approach,
exceeds the threshold established by the safety accep- the workover plan has an adequate safety degree for each
tance criteria. sequenced operation. The procedure can be eased by
As said in Section 4, a workover intervention should introducing some automation. Two prototypes were de-
have at least two BISes at each sequenced operation. veloped in this work, one for modeling the barriers and
Therefore, there is no sequence to correct, and all BISes according to the bset graphQ technique, and anoth-
sequenced operations exceed the safety acceptance cri- er for computing BIS quantity, according to BIS quanti-
teria; it can be said that this workover plan has an fying algorithm. These prototypes are detailed below.

Fig. 10. Main screen of barriers verifier.


K. Miura et al. / Journal of Petroleum Science and Engineering 51 (2006) 111–126 125

8.1. Prototype tool for modeling barrier and BIS 9. Conclusions


graphs
This work proposes the Quantified and Dynamic
The first prototype developed to support the ap- Risk Assessment (QDRA), an approach based on the
proach is a graph modeling tool named bGraph concept of barrier integrated sets (BIS). The BIS mod-
EditorQ. Its main screen is shown in Fig. 8. eling uses the set graph technique, and allows quanti-
In Fig. 8, the Graph Editor interface is presented. It fication of the safety level according to the integrated
allows graphically editing or modeling the set graph barriers existing between the system under consider-
for barriers and BISes. The red circles represent input ation and the environment.
nodes, the blue circles represent the aggregation nodes With this approach, the bsafe job analysisQ can be
that can be translated as logic bORQ gate (with b+Q done at a planning stage of a given intervention, guar-
icon) or bANDQ gate (with bd Q icon), and the green anteeing a quantified safety degree at each sequenced
circle represents the output node which is the result or operation (dynamic behavior).
the conclusion of the set graph. The tool also allows Two computational prototypes support the QDRA
testing the navigation through the set graph, approach, facilitating the process by automating all
performing the computations to check whether the computations. They allow users to get the amount of
output node is activated or not, according to the values BISes for each sequenced operation, given the inter-
assigned to each input node. When saved, the set vention plan and initial conditions of all barriers.
graph is stored in a database which is used by another The additional effort required by the QDRA ap-
prototype for BIS quantifying computation. proach consists of preparing the list of sequenced
operations for the intervention plan using standardized
8.2. Prototype tool to compute BIS quantity names for the operations, and defining all barrier sta-
tuses at the beginning of a given intervention.
Another computational prototype was developed in
order to compute the amount of independent BIS. References
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