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CASING
AND TUBING
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CASING AND TUBING CT-i
CHAPTER
CT
CASING
AND TUBING
he IADC Drilling Manual is a series of reference guides assembled by volunteer drilling-industry professionals with
T expertise spanning a broad range of topics. These volunteers contributed their time, energy and knowledge in developing
the IADC Drilling Manual, 12th edition, to help facilitate safe and efficient drilling operations, training, and equipment mainte-
nance and repair.
The contents of this manual should not replace or take precedence over manufacturer, operator or individual drilling company
recommendations, policies or procedures. In jurisdictions where the contents of the IADC Drilling Manual may conflict with
regional, state or national statute or regulation, IADC strongly advises adhering to local rules.
While IADC believes the information presented is accurate as of the date of publication, each reader is responsible for his own
reliance, reasonable or otherwise, on the information presented. Readers should be aware that technology and practices ad-
vance quickly, and the subject matter discussed herein may quickly become surpassed. If professional engineering expertise is
required, the services of a competent individual or firm should be sought. Neither IADC nor the contributors to this chapter war-
rant or guarantee that application of any theory, concept, method or action described in this book will lead to the result desired
by the reader.
ISBN: 978-0-9909049-2-2
CHAPTER CT
www.iadclexicon.org
CASING AND TUBING CT-1
chanical problems in the past. Intermediate casing may be be completed, produced and controlled throughout its life.
required to isolate: On exploration wells, this life may amount to only a very
•• Swelling clays and shale that can result in tight hole and short testing period, but on most development wells it will
key seats; span many years, during which multiple repairs and recom-
•• Brittle caving shale or weak zones prone to washout and pletions might be performed. Production casing should be
creation of persistent on bottom fill; designed to retain its integrity throughout its life. In most
•• Salt intervals; cases, production casing must provide full pressure redun-
•• Chemically active formations that can upset mud dancy to the tubing, isolate the productive intervals, facili-
chemistry; tate proper reservoir maintenance and/or prevent the influx
•• Over-pressured permeable formations; of undesired fluids.
•• Hole sections that are used to deviate the wellbore;
•• High permeability sand(s); The size of the production casing is selected to accommo-
•• Partly-depleted reservoirs that could cause differential date the optimum method of completion and production,
sticking. along with:
•• Well flow potential, i.e., tubing size;
A good well designer should plan to combine as many of •• Possibility of a multiple tubing string completion;
these objectives as possible when selecting a single cas- •• Space required for downhole equipment, such as safety
ing point. A liner may be used instead of a full intermediate valves, artificial lift equipment, etc.;
casing string and difficult wells may actually contain several •• Potential well servicing and recompletion requirements;
intermediate casings and/or liners. •• Adequate annular clearances to permit circulation at
reasonable rates and pressures.
Drilling liners
A drilling liner is essentially a string of intermediate casing It is also possible that the production casing itself could be
that does not extend all the way to surface. It is hung off in or used as production tubing to maximize well deliverability
above the previous casing shoe and is usually cemented over (casing flow), to minimize the pressure losses during frac-
its entire length to ensure it seals within the previous cas- ture stimulations, for continuous or batch chemical injection
ing string. In many subsea well designs, the liner is partially or for lift gas.
cemented around the shoe, and a liner lap packer is used to
seal the liner top. This is necessary when the fracture gradi- Tubing
ent cannot withstand the equivalent circulating density re- The pipe centered in the annulus of an oil and/or gas well
sulting from the pressure drops associated with cementing through which the hydrocarbons flow to the surface from
the entire liner. the formation is called tubing. It is important to size tubing
properly. If too small, production will be restricted, limiting
Drilling liners may be installed to: the profitability of the well. However, tubing that is too large
•• Increase shoe strength to allow further mud density can reduce fluid velocity and allow for build up of produced
increases; water that can kill the well. Large tubing will also affect the
•• Isolate troublesome zones; economics of the project, adding to the cost of the overall
•• Satisfy rig tension load limitations; well design.
•• Minimize the length of reduced hole diameter to
overcome possible adverse effects on drilling hydraulics OCTG materials
and the size of drill pipe that can be used; For OCTG, material “type” describes the composition of the
•• Save money compared to running a full string. steel used in manufacturing of the pipe, which impacts re-
There are a number of disadvantages to installing liners: sistance to various types of corrosion. The type of material
•• Difficulty obtaining a quality cement job; for OCTG must be appropriate for the corrosiveness of the
•• Risk of liner running equipment being cemented in the operating environment. The six material types for OCTG are
hole; shown in Table CT-1.
•• The liner lap represents a potential source of influx and
typically must be isolated by a retrievable bridge plug if Manufacturing methods
it is necessary to remove the blowout preventer stack; OCTG pipe is manufactured by either a welded or seamless
•• The lap must be tested with both positive and negative process.
pressure and remedial action taken if it fails to perform.
•• Welded tubulars are generally large diameter with
Production casing and tiebacks relatively thin walls, suitable for structural pipe,
Production casing is the conduit through which the well will conductors, surface casing, and marine risers. Welded
pipe is sometimes used for other applications such as continuous rolling mill to produce a continuous
intermediate casing, production casing, and tubing, tube;
though these applications are less common, especially s s Push Bench: First billets are heated to rolling
in the smaller diameters. Welded pipes have generally temperature, and then moved through the
good dimensional properties and are generally less cylindrical dies of a piercing press, where they
expensive but have limitations: become thick-walled pierced billets (a.k.a.,
s s Prohibited for API 5CRA tubulars; "hollow") closed at one end. Later the hollows are
s s Not suitable to 13 Cr; stretched using a 3-roll elongator, thereby leveling
s s Not suitable to sour service. Only accepted for the wall thickness. Once elongated the hollow is
L80, forbidden when higher strength properties moved to a push bench, where a mandrel is
are required; inserted and it passes through a series of rollers.
s s Prohibited for couplings and accessories, per API The hollow passes roller to roller, resulting in
5CT; smaller wall thicknesses. Finally a hot saw
s s Limited wall thickness because of weld limitation removes the closed end from the hollow.
in wall.
•• Multi-stand plug mill (MPM) with controlled floating
•• Seamless pipe is suitable for all types of material and mandrel and plug mill: 140-406 mm (51/2-16 in.);
grades, and is preferred when well conditions are s s MPMs and Plug Mills: In Plug mills a solid round
severe. Per API 5CRA, all CRA tubulars are seamless. (billet) is used. It is uniformly heated in the rotary
Because of manufacturing limitations, seamless pipe is hearth heating furnace and then pierced by a
generally only available in diameters of 18 in. or less. piercer. The pierced billet or hollow shell is
roll-reduced in outside diameter and wall
Seamless tube manufacturing thickness. The rolled tube simultaneously
There are multiple seamless steel-tube manufacturing pro- burnished inside and outside by a reeling
cesses that originated at the end of the 19th century. These machine. The reeled tube is then sized by a sizing
include: mill to the specified dimensions. From this step
the tube goes through a straightener. This process
•• Continuous mandrel rolling process and push bench completes the hot working of the tube. The tube
process: 21-178 mm (0.8-7.0 in.); (referred to as a mother tube) becomes a finished
s s Continuous mandrel rolling process: 7 to 9 product after finishing and inspection.
tandem rolling stands continuously mill and
elongate the hollow shell of the tube over a •• Cross-roll Piercing and Pilger rolling process: 250-660
floating mandrel bar to produce a final tube. mm (10-26.0 in.);
Starting material is generally round rolled billets. s s Cross-roll Piercing and Pilgering Stand: Piercing a
First the material is heated, then pierced to solid billet with two or three profiled working rolls
produce a hallow shell. At this point the piece is rotating in the same direction is the basis of the
elongated anywhere from 2 to 4 times its initial cross –roll pilgering process. Once it is completed
length. Finally the shell is rolled out in the the thick-walled hollow shell is rolled through a
pilgering process to produce the finished pipe.
Table CT-2: Casing and tubing tolerances Table CT-3: Wall thickness tolerance*
OD < 4 ½ in. OD ≥ 4 ½ in. Per API 5CRA QT Per API 5CRA
Per API 5CT
+/- 0.031 in. and SA** CH***
-0.5% / +1%
+/- 0.79 mm Min, % Min, % Min, %
-12.5 -12.5 -10
The pilgering stand generally has two rolls, with a
*Max tolerance is driven by actual weight for all
tapered pass around the circumference. The rolls ** For quenched and tempered or solution-annealed products
rotate in the opposite direction from the material. *** For cold-hardened products
OCTG Labels and through the threaded and coupled (T&C) connections
Casing and tubing are generally described with four labels: in inches or mm. API defines three types of drift dimensions:
••Size; standard, alternate, and special.
••Weight;
••Grade; Standard drift dimensions are given in the Tables CT-4 and
•• End finish and thread. CT-5.
Table CT-4: Standard drift dimensions for API 5CT Table CT-5: Standard drift dimensions for API
tubulars 5CRA tubulars
Drift Drift Drift
Drift Length,
OD range, in. Length, Diameter*, OD range, in. Diameter*,
in. (mm)
in. (mm) in. (mm): in. (mm):
OD ≤ 2 ⅞ d-3/32 (2.38) OD ≤ 2 7/8 d – 3/32 (d-2.38)
Tubing 2 ⅞ < OD ≤ 8 ⅝ 42 (1,067) d-⅛ (3.18) Tubing 4 (1067)
OD > 2 7/8 d – 1/8 (d – 3.18)
8 ⅝ < OD < 10 ¾ d-5/32 (3.97)
4 ½ ≤ OD < 9 ⅝ 6 (152) d-⅛ (d-3.18) OD ≤ 8 5/8 6 (152) d – 1/8 (d-3.18)
Casing
Casing 9 ⅝ ≤ OD ≤ 13 ⅝ d-5/32 (d-3.97)
12 (305) OD > 8 5/8 12 (305) d - 5/32 (d – 3.97)
OD > 13 ⅜ d-3/16 (d-4.76)
* d = nominal OD - 2x nominal wall thickness
* d = nominal OD - 2x nominal wall thickness
»» Grade naming for API 5CT (non-CRA) Casing and tubing lengths
The names of the API 5CT grades are a combination of one The Range length and tolerances are listed in API RP 5CT/
prefix letter and one number. Past practice associated the IS011960 and in API RP 5CRA/ISO 13680. Due to the various
prefix letter with quality, with early letters in the alphabet manufacturing processes used to make pipe, pipe lengths
indicating poorer performance: the closer to “A”, the worse can vary considerably from one mill to another for the same
the performance. However, this is no longer true and can product and within the same product from the same mill.
be confusing. Currently, the prefix letter has no particular Conversely, pipe lengths can be very consistent. By agree-
significance with three exceptions, two of which indicate ment between purchaser and supplier, special ranges may
suitability for sour service, while the third indicates ultimate be defined due to rig constraints, transportation in closed
strength difference: containers, etc.
•• L and N 80 (L grade suitable for sour service);
•• R and T 95 (T grade suitable for sour service); For operational purposes, all tubulars should be individual-
•• J and K 55 (K grade has higher ultimate strength). ly measured. At the mill and in the pipe yard, the lengths
of pipe are measured from the end of the coupling, or box
Grade number corresponds to the specified minimum yield connection, to the end of the pin. For the running (rig or drill-
strength (SMYS) of the material in thousands of psi (ksi). For er's) tally, the lengths of pipe are measured, "less threads"
example, material grade C90 has minimum yield strength of (i.e., from the end of the coupling, or box connection, to the
90 ksi (90,000 psi). position on the pin that will be flush with the end of the box
»» Grade naming for API 5CRA connection made up fully on the prior run joint).
The names of the API 5CRA grades are a combination of
four numbers separated by dashes. The first 3 numbers Casing and tubing strength
represent the material composition in chromium, nickel and Please refer to API 5C3/ISO 10400 for detailed calculations:
molybdenum, while the fourth corresponds to the SMYS of
•• Pipe body yield strength (PBYS) is the maximum
the material in ksi. For example, 27-31-4-110 CRA material
tensile load that can be applied to the pipe body without
contains 27% chromium, 31% nickel, and 4% molybdenum,
yielding the steel (in the absence of internal and
with a SMYS of 110 ksi.
H40 40 80 60
J55 55 80 75
K55 55 80 95
Group 1
N80 1 80 110 100
M65 65 85 85
L80 1 80 95 95
L80 9Cr 80 95 95
Integral joint
Max 26 ft (7.92 m) 34 ft (10.36 m) 45 ft (13.72 m)
tubing
* 95% of the order shall meet the values shown in the table above for casing. The last 5% minimum values may be smaller and variation on
lengths may be more scattered (see API 5CT).
** Range 3 Tubing can be increased to 45 ft max by agreement between Purchaser and manufacturer.
external pressure, bending and torsion). It is defined as •• API Specification 5CT/ISO 11960, “Specification for
the product of the cross-sectional area and the Casing and Tubing”;
specified minimum yield strength for the particular
grade of pipe ; •• API Specification 5B, “Threading, Gauging, and Thread
Inspection of Casing, Tubing, and Line Pipe Threads”.
•• Internal yield pressure (often referred to as burst
pressure) is the internal pressure that is guaranteed API connections have been in use for decades and have
before risk of pipe yielding; Per API 5C3, it is based on proven to perform well in many applications. However, the
specified minimum yield strength for the particular increased structural, dimensional, and sealability demands
grade of pipe, outside diameter, and minimum wall placed on tubulars, particularly in hostile well environments,
thickness; have led to the development of a number of proprietary
(non-API) connection designs.
•• External pressure resistance is often referred to as
collapse pressure. Collapse is an unstable failure mode Both API and proprietary connections can have different end
leading to a sudden deformation of the pipe body. It finishes. They may be:
cannot be calculated from a single simple formula. API •• Threaded and coupled (T&C);
5C3/ISO 10400 recognizes four collapse equations •• Integral joint (IJ);
based primarily on the outside diameter / thickness •• Flush joint (FJ).
(D/t) ratio.
Threaded and coupled connections
OCTG connections Threaded and coupled connections (T&C) are the most
Lengths of casing and tubing are joined together with common connection in use (Figure CT-1). They consist of
threaded connections. Besides joining the pipe together, two externally threaded ends of pipe (called pin ends) joined
connections must withstand all expected wellbore loads for together by a shorter internally threaded section of pipe
the life of the well (e.g., tension and compression, collapse stock (called a coupling or collar). The OD of the coupling is
and burst pressures, and bending). In addition to wellbore larger than the OD of the pipe body. Note that the ID of the
loads, connections often must meet other requirements that API connection is not flush. It therefore creates turbulence
may include OD/ID clearance, makeup characteristics, and in fluid returns. This, in turn, can cause washout in the tur-
hostile-service environments. bulent zone, pushing API dope out and creating a leak path
in the API connection.
Although connections represent less than 3% of the length
of the pipe run in a well, they deserve spe-
cial care and handling. The integrity of the
entire wellbore can depend on them, and,
further, more than 90% of pipe string fail-
ures occur in the connection.
ERW pipe
In calculating performance properties,
API/ISO specifications treat casing and
Figure CT-3: Flush-joint (FJ) connection.
tubing manufactured by the electric re-
sistance weld (ERW) process the same as
»» Integral-joint connections casing and tubing manufactured by the seamless process.
Integral-joint (IJ) connections were developed to provide a However, this is not the case in specifying which of the two
strong, leak-tight connection with an OD that was smaller manufacturing processes are suitable for sour service. API
than a T&C connection while reducing problems with down- 5CT stipulates that sour service grades of casing and tubing,
hole makeup or tight clearances. IJ connections do not use L80, C90 and T95, must be manufactured using the seam-
couplings, but instead require some form of pipe expansion less process. This was done because of concerns about
to achieve the desired tensile strength. An IJ connection maintaining acceptable sour service metallurgical proper-
consists of two joints of pipe, joined together by an inter- ties across the weld area. There are other API requirements
nally threaded box end and an externally threaded pin end, particular to ERW tubular products:
and has only half as many potential leak paths as a T&C con- •• There are special chemistry requirements for ERW
nection. Figure CT-2 shows a schematic of an IJ connection. P-110;
•• There are special heat treating requirements for ERW
The integral-joint connection shown in Figure CT-2 has had
P-110 and Q-125;
both the pin and box upset for improved tensile load carrying
•• Any pipe component with an API threaded box (female
capacity. Many IJ connections are used for liner applications
thread) must be made of seamless material.
or for contingency casing strings where clearances are par-
ticularly tight. Some of the benefits of ERW pipe are:
»» Flush-joint connections •• Since the pipe starts out as a flat plate, tight control of
Flush-joint (FJ) connections are a special class of IJ con- the wall thickness is easily achieved;
nections developed to provide high-pressure integrity in •• The inside surface finish condition can also be
applications with small annular clearance. A true flush-joint controlled to some extent while the pipe is still in the
connection has OD and ID dimensions equal to that of the plate configuration;
pipe body itself. The thread is cut directly onto the pipe wall •• ERW pipe is available in much larger diameters than
with no upsetting and no coupling. Therefore, the connec- seamless.
tion tensile strength is relatively low as compared to IJ, and
ERW pipe introduces additional quality control measures
especially as compared to T&C connections. Figure CT-3
associated with the process used to produce the weld seam:
shows a flush-joint connection.
»» Proprietary connections •• The pressure welding process used to join the seam
Proprietary connections are used when API connections requires very tight quality control;
cannot meet one or more of the requirements for the well.
For example:
ISO 11960 with date of manufacture. Inclusion of “API” is optional. All Grades
Notes:
a Source: API Spec 5CT, ISO 11960.
b A die stamp may be substituted for the paint stencil by mutual agreement of the manufacturer and the purchaser.
c If applicable.
API Spec 5CT/ISO 11960 also require that pipe and cou- •• A paint band encircling the pipe at a distance not greater
plings be identified by color-coded paint bands to indicate than 2 feet from the coupling or box end;
the grade. The paint bands are applied by one or more of the
following methods: •• Paint entire outside surface of coupling;
K55 Two bright green T95 Type 2 One silver, one yellow
N80 Q One red, one bright green Q125 Type 1 One orange
L80 Type 1 One red, one brown Q125 Type 2 One orange, one yellow
L80 9Cr One red, one brown, one yellow Q125 Type 3 One orange, one green
L80 13Cr One red, one brown, two yellow Q125 Type 4 One orange, one brown
•• For pup joints shorter than 6 ft in length, the entire a few miles, and at regular intervals thereafter during the
surface is painted, except the threads. journey.
The ISO pipe paint color code identification is summarized The stowage and transportation of tubulars by marine craft
in Table CT-11. is the sole responsibility of the Master of the marine vessel.
Handling of tubulars to and from the vessel should be gov-
Other paint codes that indicate the results or types of in- erned by the same guidelines indicated for land transport. In
spections performed at the pipe yard may also be present preparation for handling offshore, casing and tubing should
on the pipe. Inspection paint-code bands are red for reject- be bundled with slings and secured with a bulldog grip and a
ed pipe and white for accepted pipe. These bands will be plastic tie-wrap to prevent loosening of the bundle.
placed as close as possible to the coupling without conflict-
ing with pipe grade paint bands. The use of metallic supports and slings is acceptable for
carbon and low-alloy steel, but corrosion-resistant alloys
Transportation and handling should be placed on non-metallic supports, and forks of the
Tubular-handling practices are described in API Recom- forklift should be protected with wood or plastic. Textile or
mended Practice 5C1, “Recommended Practices for Care plastic-coated slings should be used for handling any CRA
and Use of Casing and Tubing”. Additional industry rigging material.
courses are available to teach standards and practices for
For safety reasons, use of hooks is not recommended for
working with forklift trucks and cranes. Personnel who
handling any type of tubular because of the possibility of
should receive training for handling of tubulars may include
accidental release. Instead of hooks, it is recommended to
roustabouts, floor hands, deck hands (offshore), riggers,
handle tubulars with slings and/or cables. Slings and cables
crane operators, drillers, deckhands, thread representa-
must be stored out of the weather and inspected prior to
tives, casing hands, drivers and dock hands.
storage. Damaged slings or cables must be handled accord-
ing to instructions for repair or destruction.
Transport and offloading
The forces applied to a load when a vehicle brakes, accel- Regardless of material, a sufficient number of supports are
erates, or changes directions may be sufficient to cause the required to accommodate the weight and quantity of the tu-
load to slide or shift Approved restraining devices should be bular. To prevent bending, space the supports evenly but no
sufficient to withstand a force equal to the total weight of farther than 10 ft apart.
the load acting in a forward direction when braking and half
the weight of the load acting backwards or sideways. An- Handling
chor points must be designed to resist twice the weight of Racking practices should allow protectors to be removed,
the load in any direction. Tensioning devices/lashings points connections inspected, and threads cleaned and doped.
should be checked prior to moving the loaded vehicle, after Provide a space equal to twice the circumference of one pipe
between tube bodies on each layer.
Unless a crane is available, pipes must be rolled to the cat- width in proportion. As a rough guide, the height of tubulars
walk. If pipes are higher than the catwalk, use planks of in a stack should not exceed the base width; therefore, when
wood to create a very slight slope. When rolling CRAs, use a planning pipe racks, allowance must be made for small
rope to control rolling speed. To pick up and position a joint quantities that require more space than the table indicates.
in the V-door, use a “single joint elevator” rather than a rope
or a chain to lift the pipe, or use a pick up/laydown machine Storage coatings and compounds
or hydraulic catwalk. The choice of preservative or coatings that may be applied to
protect stored tubulars depends on the corrosiveness of the
Impact of low temperatures environment and cost. Casing manufactured in accordance
Low temperature reduces the impact resistance of steel. with API RP 5CT will have a mill coating to protect it during
Pipes that are dropped, bent or deeply scratched should transit. If casing is to remain in storage for a long period, the
be inspected. Take care to avoid scratching surfaces when mill coating can be supplemented, or completely removed
separating frozen tubes, and do not hammer thread protec- and new coating applied. Internal and external surfaces of
tors to remove. Use a stabbing guide to avoid damage while production tubulars may be grit-blasted to achieve this and
making up connections, and ensure pin and box are similar thread protectors are fitted to prevent contamination. Par-
temperatures to ensure proper torque response. Use Arc- ticular care is need with notch-sensitive casing, such as C95
tic-grade thread lubricant when appropriate. and P110. (Notch-sensitive metals suffer significant strength
loss from notches.) If storage for more than three months is
Tubular storage expected, assess whether the mill coating is adequate, and
At the rig-site, tubulars are typically stored above ground or the pipe should be cleaned and coated internally and exter-
deck level on pipe racks. Tubulars stored for long periods nally, if needed. Evidence suggests that coatings may affect
in wet climates should be separated, using a plastic wedge acoustic cement evaluation logs and the seal itself. In critical
or T-piece to allow drainage and the rack should be tilted applications the external coating can be removed.
towards the pin-end to enhance self-drainage. For storing
Compounds are available that are specifically designed for
tubulars, use open-ended thread protectors to allow evap-
the tube body, or the connection threads. In addition, hybrid
oration.
compounds are available. Ensure the proper compound is
used for the intended service. Storage compounds should
Pipe racks also not be confused with thread compounds. Many com-
Practices for the design of pipe racks are provided in API
pounds contain elements such as lead, copper, zinc, arsenic,
RP 5C1, Section 6.3. The design depends on local condi-
antimony and molybdenum disulphide that may be harmful
tions, such as the required load-bearing capacity and de-
to the environment. These should be used in accordance
gree of permanency. Racks should be spaced at about 6.5
with the manufacturer's recommendations. Further, proper-
ft (2 m), which allows 20-ft (6.1-m) joints to be stored on
ties of storage compounds differ from those of running com-
two racks, and 40-ft (12.2-m) joints on four racks. Timbers
pounds. Consequently, using a storage compound to make
are often used for temporary stringers. Dimensions depend
up a connection could result in a result in a reject make up
on soil-bearing capacities, but 10 ft length x 10 in. diameter
and even a damaged connection, due to the friction factor &
generally suffices.
mating tolerances.
Layers must be separated and the separators must be
Ensure that any compound being spread on the connection
aligned vertically to avoid bending the pipe. Timbers of ap-
is clean and debris-free. The compound should be covered
proximately 5-in. (7.5-cm) diameter are commonly used as
at all times by protectors to prevent contamination from for-
separators, with a wedge secured to the timber at each end.
eign materials. (Sand & grit can score the seal of a connec-
Green timber should not be used, because their moisture
tion, rendering the connection unusable.)
content may cause corrosion. Stack height should not ex-
ceed 10 ft (3 m), including the pipe rack.
Thread protectors
The length of each pipe rack should accommodate Range 3 Thread protectors are used for shipping and are not ade-
tubulars. (Refer to Table CT-7 for lengths of Range 1-3 tubu- quate for running operations. Air-operated thread protec-
lars and to Table CT-8 for CRA tubulars.) The width should tors (Figure CT-7) used to prevent impact damage have an
not exceed 40 ft (12 m) nor be less than 20 ft (6 m). For inner diameter that can be made reduced by clamps or an air
transport and handling operations, allow a lane of not less bladder to enable the protector to grip the pin. These pro-
than 20 ft (6 m) wide on each side of the racks and a space tectors will also have a shoulder of an even smaller diameter
of approximately 5 ft (1.5 m) between racks. For small quan- for the end of the pin to rest on and to align the protector
tities, reduce the stacking height and increase the stacking when being placed. They are applied at the pipe deck and
Link (bails)
Engage elevators
to pick casing
D rings up off slips, and
disengage slips
Sling
Power
tongs
Single Disengage slips,
joint elevator Power slips then lower
V door or casing tongs casing
Figure CT-5: Procedure for running casing or tubing. From left, pick up a joint positioned in the V-door. Next, make up a
new joint to the tubular hanging in the slips. Then engage elevators, release the slips and run the tubular into the hole.
removed just prior to stabbing the pipe. Heavier-capacity 2.• Pick up casing joint and position the upper box end in
versions can also be used to rack stands of pipe. the V-Door with tugger line, crane, or mechanical
pick-up machine;
Running procedure 3.• Latch single joint elevator below box. If casing does not
Casing and tubing may be run by either rig crews or specialty
have a square shoulder box, pick up on pre-installed lift
service companies that provide and operate running equip-
subs made up in box;.
ment, or a combination of both. The general procedure and
equipment utilized are illustrated in Figure CT-5. 4.• Raise block or top drive to pull casing through V-Door
and continue upward until the pin end is above the floor.
Procedures will vary with the type of elevators, spiders,
Remove the pin protector. Continue raising joint until
make-up equipment, and other factors. When using bails,
the casing pin is hanging vertically above the joint in the
it is important to use a specified length to ensure proper
spider or slips;
equipment spacing.
5.• Apply thread dope to pin and/or box, as directed by
General descriptions of each individual component of a cas-
operator's representative;
ing running system are provided in this chapter. The crew
should refer to the equipment manufacturer’s detailed pro- 6.• Lower joint and guide pin by hand into the box of the
cedures for rig-up, inspection, and operations for the specif- previous joint, ensuring that workers’ fingers are clear of
ic equipment used to run the casing. mating parts and pinch points;
1.• Clean all compounds from connections and drift full 7.• If a stabbing guide has been used on the box of the
length. Drifting can also be performed in the v-door to casing joint in the slips, remove it;
allow drift to free fall from box to pin end. Take care
when removing the pin end protector to ensure the drift 8.• Swing power casing tongs into position 1-2 ft above the
does not fall out; pin and close the side door;
Figure CT-6: Stabbing guide. Figure CT-7: Inflatable and made of rubber, Air-operated
thread protectors are quick to install, and protect tubular
9.• Make up the connection to the appropriate torque, and/ pin end threads from damage en route to the drill floor.
or thread position. See separate discussion of make-up
procedure. Be sure to pull power tong back to a safe bing board requires good communications and constant
area; awareness of the location of the top drive.
10.•Slowly lift elevators and check to ensure string load has Stabbing guides
been transferred; Stabbing is the action of guiding the pin end of the pipe into
the box end of the previous joint in the spider. A stabbing
11.• Open spider or lift slips when approved by the driller; guide (Figure CT-6) is often used to assist in guiding the
pin into the box and to protect the threads of the box and
12.• Lower the casing string at the planned speed, which
pin. Stabbing guides are generally funnel-shaped and wrap
may vary with hole conditions or the ability of the hole
around the box and extend above it. As the pin enters the
to withstand surge pressures. Initiate movement slowly;
upper section of the guide it is centered and its lateral move-
13.• While the joint is lowered, the single joint elevator ment is limited. This prevents damage to the pin threads,
hanging from the slings will be caught by the floor which do not make contact with the box until just prior to
hands and swung out and latched below the box of the engaging the threads. Guides should be considered for use
next joint in the V-Door;. with premium connections in which the pin end or step
shoulders provide a seal surface that must be protected
14.•Continue lowering the string to position the box at the from damage.
planned working height above the spider and rig floor.
Air-operated thread protector
15.• Set the spider slip assembly or manual slips and slack An inflatable rubber protector is quick and easy to install
off the string weight. and remove. They protect the tubular pin end threads from
damage en route to the drill floor (Figure CT-7).
16.•Disengage the elevators and pick up to position them a
short distance above the floor so that they are in
position to reach the next joint with the single joint
Single-joint elevators
Single-joint elevators (SJE) are used to pick up a single joint
elevator.
of casing through the V-door and position it above the rotary
17.• Install clamp-on thread protector or stabbing guide on table (Figure CT-8). They are typically rated for 5 tons and
box in the spider, if one is to be used. Fill up casing joint feature a center hinge de-
with drilling fluid. sign to latch the elevator
around the casing below
18.•Repeat the process beginning with Step 1. the collar. An SJE is used
when a casing pickup ma-
Running tools and equipment chine is unavailable. With
the SJE, a wire tugger line
Stabbing boards moves the casing to the rig Figure CT-8: Single joint elevator.
The stabbing board is a temporary work platform installed floor.
approximately 30 ft above the rig floor for the stabber to
stand on while aligning the pipe for make up. The platform Full-string elevators
can usually be adjusted up and down as much as 10 ft to Full string elevators are used to lift the entire casing or tubing
allow for different lengths of pipe. Running pipe with a stab- string. These are designed to either pick up against a square
A B C
Figure CT-9a, b and c: From left to right, side-door elevator with a load shoulder for square shoulder connections; center
latch elevator with slips to grip external casing surface. These may also be designed with a load shoulder for square
shoulder connections. Combination elevator spider with powered slips to grip the external casing surface.
connection shoulder if one exists, or they hold the outside •• Ensure load-bearing rings in elevators are not deformed.
of the casing with gripping elements (i.e., slips) if the casing Recheck regularly;
connection is flush or has a tapered upset. Three types of el-
evators are shown in Figure CT-9. The center latch type may •• Tools might require greasing of slip backs. See the OEM
be designed to use either a load shoulder or slips. manual for instructions. Do not alter the type of grease
and do not use pipe dope or thread compound on slips
Lift subs may also be screwed into flush joint or tapered or elevators. Using the wrong grease can be as
boxes to create a lifting shoulder. There are two types of lift detrimental as using no grease at all.
subs: those for lifting single joints of pipe from the V-door,
and those for lifting and running a full string. Typically, 3-5 Casing running tools
lift subs are supplied to run a string of pipe so they can be The casing running tool (CRT) is essentially a type of ele-
removed and recycled on the pipe deck without interrupting vator that connects directly to the top drive through a drill
operations. string sub, rather than being suspended from bails. This
enables fill-up and makeup using the top drive’s circulation,
Elevator operating controls can be manual or have pneumat- rotation, and torque capabilities (Figure CT-10a). The con-
ic or hydraulic assistance. In either case, a crewmember is nection to the top drive also allows casing to be rotated as it
normally located in the derrick on a stabbing board to po- is run and circulated for conditioning and cementing.
sition the elevators and operate the power controls. With
power-assisted systems,
remote controls may be lo-
cated on the floor. If these A B C
are used, it is good practice
to have visual flags, camer-
as, or pneumatic/hydrau-
lic/electric indicators to
ensure the pipe is engaged.
Interlock systems will en-
sure a further level of secu-
rity against dropped pipe.
Pre-job checks
•• Secondary latch
mechanisms should be
present, checked
before lifting, and
visually verifiable;
•• Ensure inserts of
slip-type tools are
clean. Recheck during
job;
Figure CT-10a, b and c: From left to right, CRT with link tilt for picking up and presenting a single joint for make
up (Figure CT-10a); CRT with internal gripping system (Figure CT-10b); CRT with external gripping system
(Figure CT-10c). Figure CT-10a courtesy Weatherford. Figures CT-10b and -10c courtesy Volant Products Inc.
A B C
Figure CT-11a, b and c: From left, Floor mounted casing bowl with manual hand slips, casing bowl with mechanical
assist for removal and insertion of slips, and near-flush mounted spider (FMS) with power slips.
The casing is suspended from the CRT by either internal or Insert bushings can be used with some bowls to reduce to a
external gripping systems, and torque is transferred through smaller size, e.g., a 20-in. by 16-in. reducer bushing can be
the same device. Internal grippers that extend into the top fitted to a 20-in. bowl so that 16-in. and smaller pipe can be
few feet of the casing (Figure CT-10b) are used over a wide handled.
range of casing sizes, from 4.5 in. to as large as 30 in. In-
ternal grippers also include an elastomer sealing element to Systems are available with mechanical assist devices to low-
allow circulation. External gripping systems are available for er or lift the slips in and out of the bowl (Figure CT-11b). They
smaller casing (Figure CT-10c) and are well suited for lifting are designed to be removed from the pipe by splitting or re-
very heavy casing strings, a key advantage of external grips. moving a section. These are commonly used with tubing and
While they grip the exterior of the pipe, they must still have smaller casing sizes.
an extension that passes inside to seal against the interior
Flush-mounted spiders (FMS) are available with power slips
to allow circulation. CRTs may be may be part of a casing
that mount within the rotary and project above it by only a
running system or standalone elevators.
few inches (Figure CT-11c). These are typically equipped
Since the casing is run and made up with the rig’s top drive with casing slips within the body of the spider that support
when a CRT is used, the driller will play a larger role in the the pipe, but they are also available with load shoulders for
casing installation than with conventional tongs. Rig-up and square shoulder connections if needed. Some hydraulically
operating practices are specific to each casing running sys- operated systems will be able to resist makeup torque when
tem, and suppliers should provide training for the rig crew loaded with only the first joint, but other systems require
and qualified service personnel. backup tongs to be used to resist makeup torque until the
string weight on the slips is sufficient. Spiders typically have
Casing slips and spiders
Manual casing slips or spiders are used to hold the vertical
casing load as each connection is made.
Historically, hand slips were placed into bowls inside the ro-
tary table, and backup casing tongs were used to prevent
rotation of the casing in the slips during makeup (Figure
CT-11a). For larger diameters and tonnage combinations,
independent bowls may be placed on the rig floor above the
rotary table. These may require additional support plates
to properly transfer the load to the drilling rig structure.
Independent bowls can use the same hand slips as used in
the rotary if they have the normal 4 in./ft taper, but some
independent bowls have a 3 in./ft taper and would require
matching slips. The bowl’s normal maximum sizes are 3 ½
in., 4 ½ in., 5 ½ in., 8 5/8 in., 10 ¾ in., 13 3/8 in., 16 in., 20 Figure CT-12: Combination spider/elevators.
in., 30 in., 36 in., and 42 in. with ratings from 100-500 ton.
top and bottom guides that are changed for different pipe
sizes. Check to ensure centralizers, cable clamps, side pock-
et mandrels, and other larger diameter elements will pass
through the guides and power slips.
Tongs
Tongs are used to apply torque to make up and break thread-
ed connections. They may be manual tongs, power tongs, or
combination tongs (Figure CT-13).
Torque turn monitoring systems make up, the torque supplied to the casing is fairly low and
Torque turn monitoring systems are primarily data acqui- remains low until the casing is screwed in for seven full
sition and control systems with the ability to measure and turns. At this point the tapered threads on the casing starts
display connection data acquired during the makeup and to bind with the threads on the coupling and torque begins
break out of tubular products (Figure CT-15). These sys- to increase until the casing end meets the shoulder in the
tems integrate with power tongs and bucking units and have coupling. The connection has “shouldered”. When this point
a primary function to stop torque actions at a predetermined is reached, the torque will increase rapidly, as it takes only
torque or turns (or combination of) limit as specified by the one-tenth of a turn to apply the final makeup torque. The
parameters set at the start of the job. These systems vary casing will not screw in deeper into the coupling but any ro-
in complexity and features but are fundamentally based tation supplied to the casing will increase the pressure on
around torque vs. turns as a means to predict appropriate the shoulder. The compression of the casing end and shoul-
make up. This data is collected and graphed on a display for der provide the seal and the structural strength of the con-
the operator to evaluate in order to determine if the connec- nection. As soon as the optimum torque is reached (peak
tion was made up to acceptable criteria. The graph is shown torque), the rotation of the casing is stopped and the torque
where turns are represented on the X-Axis and torque is rep- reduced to zero.
resented on the Y-Axis. Initial thread engagement, shoulder
The connection must be made up to a specific torque to pro-
point of primary seal, and change in torque from shoulder
vide a proper seal and structural strength. If the torque is
to peak is displayed. The proper parameters for the make-
below the lower torque limit, the connection might not seal
up are given by the thread OEM for the connections being
properly or achieve the required structural strength. If the
used. These systems are used on most OCTG connections,
connection is torqued higher than the upper limit, the seal
but are almost always required when running premium con-
faces might be damaged and the structural strength com-
nections. Interpretation of the graph and data should only
promised. The equipment used to make up the connection
be attempted by a trained and competent person that has
has inertia and cannot be stopped immediately. Since it
knowledge of the connections being serviced.
takes only one-tenth of a turn to apply the delta torque, the
Figure CT-16 is a typical torque-turn graph showing the make-up speed of the connection must be slow enough to
amount of torque supplied to the casing as the connections enable the equipment to stop within a tenth of a turn. It is
is screwed together. The lower horizontal axis indicates the important to specify an RPM that will allow the equipment
turns in the pipe, the left vertical axis indicates the corre- to be stopped in time, preventing the torque from over-
sponding torque supplied to the casing and the right hand shooting the upper torque limit and thereby damaging the
axis indicates the RPM while the connection is made up. connection. On the other hand, if the RPM is too low, make
The line between the upper and lower limits is the optimum up will proceed too slowly. Figure CT-16 shows make up at
torque for the connection and is typically specified by the a speed of approximately 11 rpm for most of the connection.
OEM. Once the shouldering point was reached, however, RPM
dropped rapidly to zero.
The torque monitoring system is activated as soon as the
connection is started. In the beginning of the connection
15,000 28
14,000 26
13,000 24
12,000 Delta torque 22
11,000 20
10,000 18
9,000 16
8,000
RPM graph 14
7,000
12
6,000
10
5,000
8
4,000
3,000 The connection 6
2,000 is shouldering 4
1,000 2
0 0
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Turns
Figure CT-16: Typical torque-turn graph showing the amount of torque supplied to the casing as the connection is screwed
together. The lower horizontal axis indicates the turns in the pipe, the left vertical axis indicates the corresponding torque
supplied to the casing and the right hand axis indicates the RPM while the connection were made up. The line between the upper
and lower limit are the optimum torque for the connection and is typically specified by the OEM. Courtesy Tesco Corp.
more complex armatures or trolleys. The manufacturer’s in- move pipe to and from the catwalk and a pickup/laydown
structions should be followed for installation and processes machine that then moves it to the V-door.
in place to ensure the rig crew is trained in maintenance, op-
erations, and potential pinch points and handling risks. Vertical alignment systems
Alignment systems are used to ensure that the pin on the
Horizontal make-up systems joint being positioned vertically for make up or breakout is
Horizontal make-up systems are also referred to as buck- aligned with the box to prevent damage to the threads, and
ing units, make/break machines, and offline makeup units. to ensure a good make up or break out. There are two basic
These may be used to make or break connections offline, types of mechanical alignment systems: those that are ca-
outside of the critical path of activity on the rig (Figure CT- pable of returning a joint that has moved out of alignment
19). These machines can be used for a range of operations back to the correct position and those that simply hold the
such as stand-building, pre-assembly of completions, instal- joint in the correct position. The standard location on a rig
lation of couplings, etc. Bucking units are generally provided site for stationary equipment is normally the derrick or the
in one of two versions. One version is commonly referred top drive assembly.
to as a ‘make/break’ unit. This system functions similar to
a power tong, in which pre-turns are applied via spinners, Follow the installation and operating instructions provid-
with final torque then applied in incremental bite/turn of the ed by the manufacturer. Alignment systems operate in the
head. The alternate version has a continuous rotating head same path as the travelling block assembly and procedures
and functions similar to a hydraulic power tong, where the or interlock systems should be utilized to prevent collisions.
makeup is continuous from initial pre-turns to final torque. The system should be tested prior to the job and inspected
regularly as specified by the manufacturer.
Horizontal pipe handling
Offshore rigs and large land rigs may be equipped with hor-
izontal pipe handling systems. These are typically a com-
bination of an overhead gantry crane that can pick up and