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Bha & Drill String Fundamentals
Bha & Drill String Fundamentals
STUDENT MANUAL
Revised 06-2008
Suggested N/A
Pre-requisites
Course Topics
Basic Knowledge
BHA Specifics
Drill Pipe Overview
Connection Science
Failure Mechanisms
Drill String Design
Following Along
DC Drill Collar
DP Drill Pipe
DS Dual Shoulder
FH Full Hole
ID Inside Diameter
IF Internal Flush
MD Measured Depth
NC Numbered Connection
OD Outside Diameter
PT Liquid Penetrant
SS Single Shoulder
UT Ultrasonic Inspection
VT Visual Inspection
Introduction The Bottom Hole Assembly (BHA) course is divided into four modules.
The first module focuses on BHA basics. There are six chapters in this
manual.
Basic Chapter one contains basic knowledge explaining what a rig is and its major
Knowledge components. Also covered is an introduction to the drill string and
components. Following the drill string and component introduction we will
transition into actual well drilling. A variety of well types will be addressed.
We will discuss well site challenges including deviation causes, formation
types, doglegs and keyseats. These challenges can be controlled by specific
BHA components and assemblies.
BHA Specifics Chapter two covers detailed information on the BHA components
introduced in the chapter one. A drill collar has multiple benefits, including
adding weight to the BHA. There are a variety pipe types in the BHA, called
Hevi-Wate pipe (referred to as transition pipe because it transitions from the
BHA to the top of the drill string). The stabilizer, a BHA component, is
available in many varieties depending on the application. Reamers are
available in multiple configurations. The rotary substitute is used to connect
BHA components. By the end of this chapter you will have a thorough
familiarity with these terms.
Drill Pipe Chapter three explores the anatomy of a drill pipe, covering the production
Overview process. To ensure the drill pipe is manufactured defect free, there are
several pre and post production inspections. Drill pipe specifications are
designed to meet multiple conditions including support strength,
overcoming downhole variations and combating pressures. Also discussed
is drill pipe identification. Finally, we will talk about how drill pipe from a
job site undergoes a thorough inspection process to ensure optimum quality
before it is sent to the next job.
Drill Pipe Chapter four discusses threaded connections on the end of every drill string
Connection component. Depending on the component, the threaded connection may be
Science the least or most probable part to fail. Downhole components will bend,
either slightly or drastically. The connection’s bending strength can create
severe problems during the drilling process. The chapter ends with an
exercise using tool joint identifiers (devices which measure threaded
connections).
Failure There are multiple causes for a drill string failure. This chapter explores
Mechanisms failure types, as well as their causes and avoidance. Tension (stretch of the
drill string), torsion (twisting), fatigue (cycles of stress), buckling,
burst/collapse, and corrosion are common drill string component failures.
Drill string component failures may be reduced using methods discussed in
class.
Drill String The final chapter introduces basic mathematic equations to calculate drill
Design string design. Each equation builds on the next equation, in order for you to
learn a complete method for calculating the drill string.
Basic Knowledge
CHAPTER 1
BASIC KNOWLEDGE
Topics
Exercise: Makin’ Hole
Introduction to Drill String Components
Types of Wellbores
Causes of Deviation
Wellbore Quality
BHA Components used to Control Deviation
Exercise: Deviation, Quality and Components
Bottom Hole Assemblies
BHA Drilling Techniques: Pendulum
BHA Drilling Techniques: Packed Hole
BHA Drilling Techniques: Angle Building
Vertical Drilling System
Exercise: BHA Configurations
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Chapter 1 – Basic Knowledge
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Chapter 1 – Basic Knowledge
Exercise: Makin’ Hole
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Chapter 1 – Basic Knowledge
Introduction to Drill String Components
BHA Overview A drill string design includes several components. Drill strings are unique.
The BHA can include the drill bit, drill collars, stabilizers, reamers, and
Hevi-Wate drill pipe. The remainder of a drill string is drill pipe. A
correctly designed drill string can:
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Chapter 1 – Basic Knowledge
Drill Bit At the bottom of all BHAs is a drill
bit. The bit design will vary BHA
depending on the formation. Its
primary function is creating the hole by digging
into the earth. The correct bit will provide a good
rate of penetration (ROP), last a reasonable
number of hours, and drill holes the same size as
the bit.
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Reamer A reamer has several drill string purposes including
smoothing the wall of the wellbore, maintains hole gauge BHA
and helps stabilize the bit. Reamers are generally required
during hard rock formation drilling. The reamer is placed directly above the
bit to prolong the bit life and prevent sticking.
Drill Collar The Drill Collar is located just above the drill bit to put
weight on the bit (WOB). The WOB will affect the rate of BHA
penetration. The Drill Collar performs additional functions
including preventing the drill string from buckling, bit
support and stabilization, and maintaining a vertical or straight hole.
Hevi-Wate Drill Hevi-Wate drill pipe is typically located above the drill
Pipe collars, and technically it is part of the BHA. Sometimes BHA
referred to as transition pipe, it provides a graduated change
in stiffness between the limber drill pipe above and the BHA below. The
graduated change in stiffness reduces the likelihood of drill pipe fatigue
failures. Hevi-Wate drill pipe has thicker walls than standard drill pipe,
causing it to weigh twice as much. Hevi-Wate has a center upset which
reduces the pipe wear and aids in preventing critical buckling.
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Drill Pipe Drill Pipe is located at the very top of the drill string. It
makes up the distance between the Kelly and the remainder Drill
of the drill string downhole. The drill pipe turns the drill
string and provides a conduit for the drilling mud.
String
The drill string components are described in detail later this chapter. Our
current focus is each component’s basic function in the drill string.
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Chapter 1 – Basic Knowledge
Types of Wellbores
Introduction Some wells are not drilled vertically. The production zone may be
intersected in multiple ways depending on specific well factors. This
section introduces wellbores and what circumstances require a specific
wellbore.
Vertical The most basic wellbore is the Vertical Wellbore, although they are rarely
Wellbores vertical. It is almost impossible to drill a perfectly vertical wellbore, so there
will be changes in direction. The degree of change is generally limited to 3º
for every 100 feet drilled.
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Horizontal A Horizontal Wellbore is a
Wellbores directional wellbore where
the leg that deviates from
vertical is close to a 90º
angle. The Horizontal
Wellbore is used when the
production zone is
relatively narrow or has a
low porosity and is at a
very shallow angle, or to
penetrate the production
zone further and increase
the exposure to the zone.
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Extended Reach An Extended Reach Development (ERD) well is a type of horizontal
Development wellbore. To be an ERD the horizontal portion of the well must be more
(ERD) than twice the measured length of the vertical portion of the well. This well
type is especially beneficial in offshore production where another
production zone can be reached without an additional rig.
MD vs. TVD The terms measured depth (MD) and true vertical depth (TVD) are used to
determine the exact position of an area downhole. The MD is the depth
along the wellbore path; this is a known measurement because the driller
knows what components have gone downhole. The TVD is the distance
from a point in the well to the surface of the earth not following the
wellbore path
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Chapter 1 – Basic Knowledge
Causes of Deviation
Introduction Unplanned wellbore deviations are among the many problems that may
occur during drilling. The origin of deviation is not precisely known.
Experience suggests that formation factors are a primary cause of deviation.
A formation factor is anything related to the ground being drilled including
fracturing, faulting, drillability, and non-uniformity.
Fracturing
A fracture is a stress point in the earth’s
crust. The fracture is caused by movement
of the earth’s crust, which exerts
tremendous pressure on the formations.
Fractured Rock
Faulting
A fault is the shifting of a fractured
formation due to gravity. A normal
or gravity fault occurs when the
overhanging side slides downward.
If the fault is characterized as a
reverse or thrust fault, there was an
upward movement of the
overhanging side. Describing a
fault’s degree of shifting is called a
formation dip. The dip is the degree
Fault of inclination (from horizontal) of
the layers.
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Laminate Formations
A laminate formation is one where there are
many different narrow layers of materials or
rock type. Typically when a laminate
formation is drilled the alternating layers of
material can cause the bit to deflect from its
normal course. The bit will tend to deviate in
the direction where there is the least amount
of resistance.
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Chapter 1 – Basic Knowledge
Wellbore Quality
Introduction Wellbore deviation may present a big drilling problem. Formation factors
can create excess issues to arise while cementing or casing a hole.
Fortunately, there are some simple well drilling techniques that facilitate the
quality of a wellbore.
Doglegs When holes do not remain “vertical” a dogleg or Dogleg Severity (DLS) can
form. A dogleg is a hole angle change and/or direction of more than 3° per
100 feet. All wellbores have
deviations, but they should be
gradual and controlled. A dogleg
is formed by abrupt or sharp
angle changes (due to drastic
change in WOB), and sudden or
significant change in formation.
Cementing
A dogleg will force casing tightly against the wall of the wellbore,
preventing a good cement job. The cement cannot circulate between the
wall of the wellbore and the casing at the point of contact.
Casing Wear
Drill pipe, rotating against casing in the dogleg or dragging through it while
tripping, can damage or wear a hole in the casing. It can cause the
acceleration of cyclic stresses, resulting in drill pipe fatigue.
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Key Seats The chance of a key seat is increased by an existing dogleg. A key seat is an
irregularity the size of the drill pipe tube. It forms because of the pipe
rotation in or through a sharp bend in the hole. It usually occurs during the
soft formation penetration. It is caused by a combination of rotational and
tensional forces exerted by the drill stem on the wellbore. A dogleg will
increase the likelihood of key seats.
Key Seat
Lateral Force
Dip Angle Unlike doglegs and keyseats, the dip angle is a
natural deviation tendency. A BHA wants to
drill perpendicular to the angle of the formation
planes. In formations with dip angles 45º to 60º
or less, the bit tends to drill “up-dip.” The
natural tendency of a BHA is to drill
perpendicular to the angle of the formation.
Dip Angle
Offset Ledges An Offset Ledge is formed within a wellbore when an unstabilized bit drills
into alternating hard and soft formations. The softer formations tend to
“wash out” above and below the hard formations. This action creates a
ledge intruding into the wellbore creating a natural “whipstock effect”
sending the bit another direction. The best way to prevent offset ledges is to
use a packed hole assembly during drilling.
Offset Ledges
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Techniques for a Wellbore quality issues cannot be solved completely, but can be reduced.
Quality Wellbore Two solutions to help maintain a vertical or planned deviation wellbore are
maintaining Weight on Bit (WOB) and Hole Clearance.
Hole Clearance
The drill collar size is directly related to the size of the drill bit selected.
Using a small drill collar will result in excessive room in the annulus (space
between drill collar and wall of the hole) allowing the bit to move. The
moving bit will create a crooked hole. If the drill collar too big for the bit,
there won’t be adequate room in the annulus for the mud to circulate which
may create a wellbore washout.
Downhole problems are usually solvable. Often the BHA components need
to be changed, moved, or added. Additional changes to control deviation are
discussed in the next section.
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Chapter 1 – Basic Knowledge
BHA Components Used to Control Deviation
Drill Collars
The Drill Collar helps with vertical holes. A drill collar is heavier and
stiffer than drill pipe and provides more weight close to the bit. There are
multiple drill collars types available. When differential sticking occurs, a
Spiral Drill Collar is useful.
A Square Drill Collar can maintain WOB and provide an annulus area. The
corners of a Square Drill Collar are coated with tungsten carbide to prevent
excessive wear. Its design makes it stiffer than a regular drill collar. A
Square Drill Collar will not completely prevent an angle from building up,
but it will prevent a rapid change in hole angle, thus reducing the doglegs.
Stabilizers
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Chapter 1 – Basic Knowledge
Roller Reamers
Hevi-Wate Drill
Pipe
Instead of using drill collars for WOB, another option is Hevi-Wate drill
pipe. Hevi-Wate is not as heavy as a drill collar, but provides stability with
less wall contact. Less wall contact means less friction in the hole and less
probability the drill stem will climb the side of the wall. Hevi-Wate drill
pipe also utilizes a unique center upset or wear pad to reduce wear on the
tube, resulting in less hole drag because of limited wall contact.
Hevi-Wate can also be used in place of drill collars in the BHA to increase
the length while maintaining the weight. As a general rule, two joints of
Hevi-Wate drill pipe equal the weight of one drill collar.
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Chapter 1 – Basic Knowledge
Exercise: Deviation, Quality and Components
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Chapter 1 – Basic Knowledge
4. In the space to the right, draw a wellbore
that has passed through a laminate
formation with offset ledges.
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Chapter 1 – Basic Knowledge
Part B. Describe how each of the following components helps to alleviate wellbore quality
issues.
1. Drill Collars:
2. Stabilizers:
3. Roller Reamers:
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Chapter 1 – Basic Knowledge
Bottom Hole Assemblies
Introduction Several factors should be considered when designing a BHA: hole diameter,
hole type (vertical or horizontal), and formation type. The most important
factor is stiffness. A BHA must be adjusted depending on the formations
being drilled. The BHAs covered in the remainder of this chapter are design
combinations that will drill through most formations.
Typical Types of
BHAs
" A reduction in the diameter of drill collars must be no more than two inches.
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Chapter 1 – Basic Knowledge
Point of The point of tangency should be considered when designing a drill string.
Tangency The point of tangecy is the place in the drill string where the BHA makes
contact with the wellbore causing the drill string to change direction. The
component that creates the point of tangency is sometimes a stabilizer and
sometimes a drill collar or other BHA component. It’s important that the
point of tangency stays in the BHA because the components are more
durable and are more likely to withstand the stress.
A vertical wellbore is never truly vertical, but will generally look like the
image below on the left. The image on the right illustrates how the well
deviates from vertical due to the formation changes and hardness.
The next page displays all the BHAs covered in this chapter. The best use
for each BHA will be explained.
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Chapter 1 – Basic Knowledge
Slick Pendulum Fulcrum Pendulum Mild Crooked Hole Country
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Chapter 1 – Basic Knowledge
BHA Drilling Techniques: Pendulum
Overview The Pendulum is just one type of BHA used to achieve a specific drilling
goal. The Pendulum Effect is the tendency of the drill string to hang in a
vertical position due to the force of gravity pulling on the weight of an
unsupported length of drill collar.
The portion of the drill string identified as the pendulum is between the drill
bit and where the drill collar (or stabilizer) rests at the lowest point against
the side of the hole, also known as the point of tangency. Pendulum force
works against formation resistance to return the drill string to vertical.
Weight on bit
The drill collar is the BHA component that provides the
weight on bit (WOB). When designing a pendulum
BHA, take this into consideration because the more
WOB, the higher the tendency for the drill string to
deviate from vertical. There is also a higher tendency for
the drill collars to buckle as more weight is applied and
the pendulum length reduced.
Formation characteristics
Pendulum BHA Formations are the primary cause of wellbore deviation.
As formation types alternate, the drillability changes
causing the drill string to drift.
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Chapter 1 – Basic Knowledge
Slick Pendulum We will focus on two main pendulum types, the Slick
Assembly Pendulum and the Fulcrum Pendulum. The Slick Pendulum
Assembly relies on the drill collar (instead of a stabilizer) to
create the point of tangency. This type of BHA consists of a
drill bit and drill collars.
Fulcrum
Pendulum
BHA
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Chapter 1 – Basic Knowledge
Pendulum As the BHA passes through the various formations, it may deviate more
Assembly than normal. The Pendulum Assembly is often used for correction runs. If
Downhole the wellbore path is deviating in the wrong direction a Pendulum Assembly
uses the force of gravity to bring the hole back to vertical or closer to the
planned wellbore path. At the beginning of the drilling process the
Pendulum Assembly will require reduced weight on bit to return to a
vertical position. The natural tendency of the bit is to stay directly below the
drill string due to the pendulum motion.
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Chapter 1 – Basic Knowledge
BHA Drilling Techniques: Packed Hole
Overview The Packed Hole Assembly is a type of BHA. Depending on the severity of
the sub-surface formations a Packed Hole Assembly can be mild, medium,
or severe. The term Packed Hole is used because the drill collars or
stabilizers in the lower part of the BHA are almost the same size as the bit.
The Packed Hole Assemblies prevent doglegs and key seats and allows
higher bit weights, improving penetration rates and increasing bit life
Medium
A Packed Hole Assembly for medium
crooked hole country is similar to the
mild, but requires two stabilizers above
the drill bit. This increases bit stabilization
and adds stiffness to limit angle changes
caused by lateral forces. The pony collar is
placed after the stabilizers above the bit.
Mild Packed There are a minimum of four stabilizers in
Hole the entire BHA.
Medium
Packed Hole
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Chapter 1 – Basic Knowledge
Severe
In Severe Crooked Hole Country, three stabilizers are run
in near the bit, providing stiffness and wall contact area. In
the example to the left the component directly above the
bit is a reamer, which acts as a stabilizer. In hole sizes ≤8
¾”, a large diameter, pony collar is often included between
the last and second to last stabilizer, this will increase
stiffness and reduce deflection of the total assembly.
For each of BHA, hole size dictates the length of the pony
collar (short collar) that should be run above the first
stabilizer. For the most updated numbers, refer to your
SMITH Drilling Handbook.
Pony Collar
Hole Size (in) Length (ft)
17 1/2 & larger 15-20
12 1/4 - 17 1/2 10-15
8 1/2 - 12 1/4 8-12
6 - 8 1/2 6-8
6 & smaller 4-6
Severe
Packed Hole
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Chapter 1 – Basic Knowledge
BHA Drilling Techniques: Angle Building
Angle Building The final assembly is the Angle Building Assembly. Unlike the
Assembly designs of the previous BHAs Angle Building Assembly is
specifically designed to increase the deviation of a hole to
horizontal. A single stabilizer is located near the bit. An
additional stabilizer is sometimes added further up the drill
string. The angle building BHA is very sensitive to a change in
WOB.
Angle
Building
Angle Building
Assembly The image to the right shows a
Downhole vertical wellbore, with an off
center target area. The natural
tendency of the well is to remain
vertical, but the target area is not
directly below the rig. The well
needs to deviate slightly to reach
the target area. This is
accomplished by using the
Angle Building Assembly.
When the direction to the target
area has been achieved, a
Packed Hole Assembly is used
to maintain the direction.
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Chapter 1 – Basic Knowledge
Vertical Drilling System
Overview The SMITH SERVICES Vertical Drilling System (VDS) is an effective and
cost efficient way of maintaining a vertical wellbore path. It combines the
Packed Hole Assembly with a downhole motor. The design has several key
components that make it effective.
Vertical Drilling
System Design Even Rubber Thickness
Power Section (Mud Motor)
Rotating Near Bit
DEI Integral Stabilizer/Reamer
Blade Stabilizer
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Chapter 1 – Basic Knowledge
Exercise: BHA Configurations
Part A. Look at the BHA on the left and answer the questions on the right.
Identify the BHA configuration on the
1.
left.
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Chapter 1 – Basic Knowledge
Part B. Look at the BHA on the left and answer the questions on the right.
Identify the BHA configuration on the
6.
left.
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Chapter 1 – Basic Knowledge
Part C. Look at the BHA on the left and answer the questions on the right.
Identify the BHA configuration on the
9.
left.
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Chapter 1 – Basic Knowledge
Part D. Look at the BHA on the left and answer the questions on the right.
Identify the BHA configuration on the
11.
left.
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Chapter 1 – Basic Knowledge
Part E. Look at the BHA on the left and answer the questions on the right.
Identify the BHA configuration on the
14.
left.
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Chapter 1 – Basic Knowledge
Part E. Look at the BHA on the left and answer the questions on the right.
Identify the BHA configuration on the
17.
left.
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Chapter 1 – Basic Knowledge
BHA Specifics
CHAPTER 2
BHA SPECIFICS
Topics
Exercise: BHA Component Functions
Stabilizers
Reamers
Drill Collars
Jars
Hevi-Wate Drill Pipe (Transition Pipe)
Rotary Substitutes
Bending Strength Ratio (BSR)
Neutral Point
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Chapter 2– BHA Specifics
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Chapter 2– BHA Specifics
Exercise: BHA Component Functions
Previously you were introduced to the BHA basic components. This chapter offers more
detail about the BHA components.
Part. A. Read about the additional tools in the chapter. Prepare a question and answer for
each tool and write it below. Following the class presentation on that tool, select someone
from your group to quiz the presenting group with the prepared questions.
Stabilizers Question:
Answer:
Reamers Question:
Answer:
Answer:
Jars Question:
Answer:
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Chapter 2– BHA Specifics
Hevi-Wate Question:
Drill Pipe
Answer:
Answer:
Part B. You will design a presentation for a specific tool. In the presentation emphasize
tool purpose, features, tool application and optimum use. Be prepared to answer follow-up
questions from the group. Use the space below to take notes.
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Chapter 2– BHA Specifics
Stabilizers
Introduction There are many components that can be included in the BHA and drill
string. This chapter explores the basic components and their functions.
The first is a stabilizer. Stabilizers are tools in the BHA to help maintain
hole direction. They usually have at least three blades, straight or spiraled
out from the body of the stabilizer. These blades may be welded on or
machined into the tool body. These tools can be run in the BHA or in some
cases in the drill pipe section of the string.
Types of There are two basic stabilizers types available depending on the application.
Stabilizers Non-rotating Sleeve Stabilizers work best in hard formations such as lime
and dolomite. Rotating blade Stabilizers have straight or spiral blades which
can be short or long. Rotating Blade Stabilizers come in five distinct types:
Welded-Blade Stabilizers
This is a low-cost alternative to the IBS. The blades are welded
onto a forged mandrel body. This type of stabilizer is most
frequently used in soft and medium formations.
Replaceable-Blade Stabilizer
This stabilizer is most frequently used near the bit when maintaining hole
gauge is important in hard or abrasive formations. The body of the stabilizer
is machined to hold replaceable blades held in place by bolts. The blades
can be easily changed on the rig floor.
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Chapter 2– BHA Specifics
Sleeve Stabilizer
Sleeve stabilizers provide an economical method of
providing stabilization services in a remote area. They can be
used in all but the hardest formations. A single mandrel can
be fitted with replaceable screw-on sleeve blades. Blade
changes can be done on the rig floor.
Features and Stabilizers offer different features and components depending on downhole
Components conditions, including formation type and temperature. Stabilizers can have a
diamond enhanced blade, various hardfacing options, or tungsten carbide
inserts.
SMITH Specific SMITH offers four types of stabilizers: Diamond Enhanced Insert (DEI),
Stabilizers Double Diamond Combo Tool, Ezy-Change Type II Rig-Replaceable
Sleeve-Type and an IBS. Each type of stabilizer offers different variations
that will suit almost any downhole need.
DEI Stabilizer The DEI Stabilizer is purpose-built for BHA stabilization in hard or
abrasive formations.
Double Diamond The Double Diamond Combo Tool features two sets of three blade spiraled
Combo Tool ribs designed to reduce damage to the hole wall and ensure maximum fluid
circulation. It is an effective bottom hole stabilizer where severe crooked
hole tendencies are encountered (deviation control). It places two points of
stabilization where it is needed most – directly above the bit.
The Double Diamond Combo Tool works best as a near bit component in all
packed hole BHAs. It can be used in a variety of environments including
air, foam and mud. Hole gauge, increased wall contact, improved
penetration and enhanced tool performance are benefits of the Double
Diamond Combo Tool.
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Chapter 2– BHA Specifics
Ezy-Change The Ezy-Change Type II Rig-Replaceable Sleeve-Type Stabilizer is
Type II Rig- designed around a rugged, one-piece mandrel constructed of high-strength
Replaceable alloy steel with ample tong space for handling and extra length for re-
Sleeve-Type cutting connections. It controls well bore deviation, reduces risk of stickage
Stabilizer and reduces vibrations in the BHA.
This stabilizer offers a good value for the customer. Depending on the size
of the mandrel there are three or four blade options available. The design
provides a maximum annular flow area. The blades offer various hardfacing
options depending on the downhole environment.
IBS The IBS is manufactured from high-strength alloy steel as a single piece
tool. It is available in bottom hole and string designs, providing flexibility
to run it anywhere in the BHA. The unitized construction features three
spiraled ribs designed to minimize downhole torque, reduce damage to the
hole wall and ensure maximum fluid circulation.
This type of stabilizer offers integral blades, is available in “open” and “full
wrap” designs and different wear surfaces. These options make the IBS
ideal for packed hole assembles, pendulum assemblies (the most effective
configuration is to run two stabilizers separated by one drill collar) and
situations where the formation is soft and sticky to formations that are hard
and abrasive.
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Chapter 2– BHA Specifics
Reamers
Introduction Reamers are generally used in drilling hard formations since it is the only
tool that can effectively maintain hole gauge in very hard rock. When used,
they are placed directly above the bit. It opens the hole to full gauge. The
reamer reduces torque, smoothes the wellbore, and maintains the gauge. It
will also prolong the life of the bit and prevent differential sticking
problems.
Components
A reamer’s cutters come in several types depending on
formation hardness. There is a Hardfaced Sharp Tooth
Cutter for soft formations, a Hardfaced Flat Tooth Cutter for
medium-hard formations, and a tungsten carbide insert
cutter for hard formations.
Borrox AP
3-point
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Chapter 2– BHA Specifics
SMITH Specific There are four models of reamers SMITH offers: Borrox Sealed Bearing
Reamers Reamer (AP, 85), Model 60 and 62 Reamer, DEI Reamer and a DOG Sub.
Borrox AP A Borrox AP Sealed Bearing Reamer is a drill string component with fully
Sealed Bearing customizable hole gauge maintenance and torque reduction characteristics.
Reamer It works by providing reaming ahead of stabilization. It maintains well bore
gauge diameter by working through abrasive formations and on long runs.
It also provides deviation control and support by maintaining wall contact.
Three different reamer cutters are available for this model reamer to tailor it
for specific applications.
KSX Cutter
RSX Cutter
DEX Cutter
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Chapter 2– BHA Specifics
The Borrox AP Sealed Bearing Reamer can be easily assembled on the rig
floor. Depending on its application the location of this reamer may change.
In severe packed hole assemblies this reamer should be directly above the
bit. In mild packed hole assemblies the Borrox AP works best as the first
zone of stabilization.
" Reamers are not always an effective stabilizer and should be followed by
full gauge stabilization.
There are many reasons a customer should choose to use the Borrox 85
Sealed Bearing Reamer. They include:
Model 60 and 62 The Model 60 and 62 Rotary Reamers utilize a simple-non-sealed bearing
Rotary Reamers design making them cost-effective for many applications. They reduce
down hole torque with cutter rolling action as well as reducing vibration
during drilling operations.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 10
Chapter 2– BHA Specifics
DEI Reamer The DEI Reamer delivers effective hole reaming across a broad range of
applications. Its advanced integral body design incorporates tough, state-of-
the-art synthetic diamond enhanced inserts that shear the hole wall,
providing a quality, full gauge wellbore. It maintains wellbore gauge
diameter by working through abrasive formations and on long runs. It also
provides deviation control and support by maintaining wall contact.
In severe downhole conditions, especially hot hole, this reamer is the best
selection. The DEI Reamer also reams dogleg and keyseats as well as doing
bi-directional reaming.
DOG Sub The DOG Sub delivers at-the-bit reaming performance. The cutting
structure utilizes synthetic diamond enhanced inserts designed specifically
for continuous reaming. It is placed directly above the bit. It maintains hole
size once the drill bit begins to lose its gauge. The DOG Sub also provides
the adequate reaming and contact behind the bit wiping out the ledges as
drilling progresses.
The DOG Sub provides excellent value for the customer because of the
synthetic diamond inserts, which provide a durable cutting structure capable
of maintaining full gauge hole in soft to medium-hard formations. It also
has no moving parts that can fail.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 11
Chapter 2– BHA Specifics
Drill Collars
Slick Drill Collars have a smooth and consistent outside diameter (OD). A
benefit of the Slick Drill Collar is it weighs approximately 4% more than
the Spiral Drill Collar. Spiral Drill Collars have grooves cut around the
body of the tube. The grooves typically start about 18-24 inches from the
box (internal end) end and stop no closer than 12 inches from the pin end
(external end). Spirals must be of sufficient depth to provide maximum
standoff when differential sticking becomes a problem. Spiral Drill Collars
help prevent or minimize differential sticking because the grooves provide a
space for the mud to flow and enter the low-pressure formation.
Another type of drill collar is the Square Drill Collar. They provide more
stiffness and WOB, increasing the rate of penetration. The square shape
with rounded corners makes this drill collar stiffer and offers more wall
support. Square Drill Collars are less effective in soft formations.
" A reduction in the diameter of drill collars must be no more than two inches.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 12
Chapter 2– BHA Specifics
Drill Collar Drill collars are chosen for each drill string depending on length, inside
Measurements diameter (ID) and OD. Drill collars can weigh as little as a few thousand
pounds or as much as 11,000+ pounds and are about 30 feet long. The ID
and OD influence the drill collar weight.
Strengths/ New drill collars will be stronger than those rated premium, used, or class 2.
Material Yield Depending on the dimensions of the drill collar the minimum yield and
tensile strength will vary. The chart below shows the different psi for two
ranges of drill collar sizes.
"
Number of Collars
more drill collars run together
vs
without a stabilizer or reamer, the Trouble
more probable a drill string
failure will occur.
0 3 6 9 12
Number of Drill Collars
SMITH Specific SMITH offers a variety of drill collars based on size in standard or spiral
Drill Collars models. They are manufactured to meet API Spec 7 standards and can be
special ordered to meet a customer’s specific needs.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 13
Chapter 2– BHA Specifics
Jars
Introduction A jar frees stuck drill stem components during drilling or workover
operations. This is done by “jarring” both up and down with an impact force
controllable by the driller. It can be placed almost anywhere in the BHA for
optimal performance.
Types of Jars
There are three jars types: mechanical, hydraulic, and hydro-mechanical.
Jars are designed to deliver an impact to a stuck downhole component. The
impact should free the component.
Mechanical jars work best in vertical wells or directional wells with less
than a 30º hole angle.
Hydraulic jars work best in vertical and directional wells with elevated
torque and drag; they can also be used in horizontal and extended reach
wells.
Jars are sometimes run with a tool called an accelerator. The accelerator will
enhance the impact of the jar.
Jar Placement
Proper placement of the jar in the BHA is a critical design component.
SMITH’s Jar-Pact software should be used before the components are sent
out to a rig. This information is covered in detail in the Impact Technology
class.
" Never run jars in the neutral point or as a change over component.
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Chapter 2– BHA Specifics
Hydra-Jar The Hydra-Jar works with a companion accelerator to free struck drill stem
components during drilling or fishing operations. It works by jarring
upwards or by jarring up and down with an impact force controllable by the
driller.
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Chapter 2– BHA Specifics
Hevi-Wate Drill Pipe (Transition Pipe)
Introduction Transition pipe is used between the BHA and drill pipe, separating the drill
stem. It is usually referred to as Hevi-Wate and is available in standard and
spiral designs.
The standard design of Hevi-Wate drill pipe has thicker walls than standard
drill pipe, causing it to weight nearly twice as much. Yet Hevi-Wate drill
pipe is more flexible than drill collars. Hevi-Wate can be run in the place of
drill collars if the drilling rig hook load becomes excessive. The weight of
one drill collar is equivalent to the weight of two Hevi-Wate drill pipes
(when they are the same size—ID, OD, and joint size).
Transition Pipe Hevi-Wate drill pipe (HWDP) is normally 30 ½’ long and is available in a
Measurements 3 ½” to 6 5/8” OD. A joint of Hevi-Wate can weigh as little 700 pounds to
as much at 2,000+ pounds.
Unlike drill collars, Spiral-Wate drill pipe weighs more than its standard
version by 7-10%.
Hevi-Wate drill pipe should not be used as bit weight in vertical holes larger
than those listed in the table below.
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Chapter 2– BHA Specifics
Transitioning When the BHA is complete, the transition pipe needs to be made up into the
drill string. Larger OD wellbores require larger OD drill collars. In this case
a tapered BHA is necessary. When transitioning from one size to the next,
the change should not exceed a 2” reduction. Drill collars should be run in
multiples of three until the required size is reached.
" Inches
3½
4½
4
Inches
5¾x2¼
6½x2¼
7 ½ x 2 13/16
5 8 ¼ x 2 13/16
5½ 9 x 2 13/16
6 5/8 10 ½ x 3
Strengths/ The Hevi-Wate drill pipe and Spiral-Wate drill pipe serve specific
Material Yield functions. Depending on the type of hole being drilling, horizontal or
vertical, one or the other is preferable. Spiral-Wate is generally preferred
over Hevi-Wate when differential sticking is possible, except in horizontal
holes. Spiral-Wate tends to drill a low side key seat in a horizontal hole.
Spiral-Wate has no center wear pad and bends over a larger area.
Manufacturing Hevi-Wate drill pipe has a center wear pad (donut) and longer than standard
Procedure tool joints. Hevi-Wate drill pipe is hardbanded, meaning that metal and
small pieces of tungsten carbide are welded onto the tool joints and on the
donut. Hardbanding can be tungsten (most common) or chrome based. The
hardbanding is normally applied ‘proud’ while the chrome is in-laid or flush
(recessed). Hardbanding helps to prolong pipe life by reducing wear to tool
joints and middle wear pads. Longer tool life will result in additional profits
over the tool life.
Tungsten based hardbanding provides standoff for the large tool joints as
the chrome based is more of a sacrificial wear element. Chrome or alloy
based hardbanding is considered to be casing friendly and is more
commonly found on Spiral-Wate drill pipe.
The API Boreback box stress relief feature is standard for the box
connection on 4" Hevi-Wate drill pipe and larger, helping to extend the
service life of the connection.
SMITH Specific The Hevi-Wate drill pipe manufactured by SMITH is manufactured per API
Hevi-Wate Spec 7 standards and is available in standard or spiral. Special orders can be
manufactured to meet the customer’s needs.
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Chapter 2– BHA Specifics
Rotary Substitutes
Introduction Rotary substitutes (or subs) are threaded adapters for connecting tools with
incompatible threads. They are threaded on both ends, made of steel and are
used to connect various parts of the drill string together. These components
are used in drill strings, but are not necessarily a happy addition. Including a
rotary sub in a drill string will generally increase the likely of a failure.
Types of There are multiple rotary subs types depending on what needs to be
Substitutes connected together.
Bit Subs
A bit sub connects pin-up BHA
components to the drill stem. The bit
subs are rotary double box subs
(internal threads).
Crossover Sub
A crossover sub has a box end
(internal threads) and a pin end
(outer threads). This sub connects
drill string components with
incompatible threads. They can be a
single OD, or a dual OD to fit the
connecting pipe.
Dual OD Subs
Dual OD Subs are used when
connecting a larger OD drill string
component to a smaller OD drill
string component. A dual OD sub
will maintain a balanced connection
concerning is bending strength ratio
(BSR). Reducing the OD of the sub
on one end then the connection will
provide superior service.
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Chapter 2– BHA Specifics
Top Drive Subs
A top drive sub is used to connect a top drive system to the drill string is a
double pin (outer threads) sub. These subs are typically shorter in length and
have a reduced OD to provide proper spacing. They are compatible with the
top drive on the drilling rig.
Sizing Rotary subs are available in lengths from 6 1/2” to 24 1/8” (and longer when
required), shoulder to shoulder. When measuring shoulder to shoulder that
is the length from the box end of the sub to the pin shoulder end before the
threading starts. The connection sizes available range from 2 7/8” to 7 5/8”.
SMITH Specific Customers needing any type of sub will be able to get it from SMITH. Subs
Subs are available in different configurations for a variety of uses depending on
the customer’s need.
Rotary Subs A rotary sub serves two primary duties. First, to cross over from one
connection size to another. Second, as a disposable component; It will
extend the life of a more expensive drill string member.
Bit Subs A bit sub serves as a type of cross over to connect the bit and the remainder
of the drill string.
Lift Sub A lift sub enables the safe, efficient handling of straight OD tubulars by
using the drill pipe elevators.
Top Drive Sub The top drive sub serves as the sacrificial element between the drillstring
and the top drive, reducing repair and maintenance costs.
We have reviewed BHA and transition pipe components of the drill string.
The next chapter will discuss drill pipe.
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Chapter 2– BHA Specifics
Bending Strength Ratio (BSR)
Introduction The BSR applies only to the BHA and in some cases Hevi-Wate drill pipe.
Due to the strength of BHA components, the connection tends to be the
weakest part. In the case of Hevi-Wate drill pipe the tool joints are longer.
Longer tool joints can be weak at the connection when exposed to difficult
downhole conditions.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 20
Chapter 2– BHA Specifics
Neutral Point
Introduction Now that you understand a little more about the BHA, it’s important to
understand how the neutral point and the BHA are connected. The neutral
point is a drill string position where neither tension or compression forces
are in effect; below the neutral point there is compression and above the
neutral point there is tension. The position of the neutral point is the place in
the BHA where WOB is met in pounds per foot; for example, if the WOB is
5,000 pounds, the neutral point would be located 5,000 pounds up the drill
string from the bit.
Keeping the The main reason to keep the neutral point in the BHA is due to the strength
Neutral Point in of the BHA components. The neutral point should be located where there is
the BHA a drill collar since it is the strongest component in a drill string. As the
neutral point moves toward the top of the BHA there is a higher failure
possibility. If the neutral point reaches the drill pipe, there will be a big
problem. The drill pipe has much thinner wall and if it is rotating while in
compression it will fatigue quickly and fail.
Calculating the Drill collars and HWDP provide the necessary WOB required for drilling.
Safety Factor The BHA design will affect how the safety factor is calculated. The range
for the safety factor is from 115% to 125% of the required WOB. In special
cases a drill stem may use only drill collars (and not HWDP) to provide
WOB, the safety factor used should be 150%. Including the safety factor
keeps the neutral point in the BHA, which prevents buckling.
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Chapter 2– BHA Specifics
Buckling When applying WOB,
there is an equal and
opposite compressive load
on the drill string. The
load will cause even the
stiffest known drill collars
or drill pipe to bend. In
drill pipe, the flexibility
will allow it to buckle
quiet easily (left, image
on the right). If the load is
Keep WOB Less Than What is Needed to Buckle It large enough, the bending
will reach a point of
instability and buckle. In most cases, we need to keep the WOB less than
the load required to buckle the drill string.
Buckling in The type of hole being drilled, vertical or non-vertical, affects the weight
Vertical and which will buckle the drill string. A paper published by Arthur Lubinski in
Non-Vertical 1950, “A study of the Buckling of Rotary Drill Strings,” was the first to
Holes correctly model many aspects of the mechanics of drilling strings. The
results were for perfectly vertical holes.
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Chapter 2– BHA Specifics
Drill Pipe Overview
CHAPTER 3
DRILL PIPE OVERVIEW
Topics
Exercise: Question Trade
Drill Pipe Anatomy
Drill Pipe Manufacturing Process
Exercise: Drill Pipe Manufacturing Process
Drill Pipe Specifications
Drill Pipe Identification
Slot and Groove Method of Drill Pipe Identification
Drill Pipe Weight Code Identification
Exercise: Drill Pipe Identification
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 1
Chapter 3 – Drill Pipe Overview
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 2
Chapter 3 – Drill Pipe Overview
Exercise: Question Trade
During this Drill Pipe lecture, write a minimum of three questions below (don’t include the
answers). Following the lecture, exchange your paper with a classmate and answer each
others questions.
1.
2.
3.
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Chapter 3 – Drill Pipe Overview
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Chapter 3 – Drill Pipe Overview
Drill Pipe Anatomy
Introduction The drill pipe is the remainder of the drill string, beyond the BHA. Drill
pipe is a seamless tube of forged steel or extruded aluminum that serves as a
conduit for the drilling fluid. It is located at the top of the drill string (above
the transition pipe) and transmits the rotation of the rig’s rotary or top drive
down the drill string.
Drill Pipe Upset A drill pipe is prepared for the welding on the tool joint by forging an upset
at the end of the pipe. An upset is a change in the ID and/or OD of a pipe.
An upset is created by super heating the tube ends and applying great force
to compress the ends creating a thicker wall. The upset area is thick enough
to provide a solid foundation to join the tool joint to the drill pipe tube.
Internal and
External Upsets
Area of Focus
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 5
Chapter 3 – Drill Pipe Overview
Drill Pipe Manufacturing Process
Manufacturing Drill pipe is manufactured in two stages: tool joints and tube manufacturing.
Process First, the tool joints are forged into blanks (they have no specific qualities
such as threading) and are
inspected. The tool joints are
bored and austenitized.
Austenitizing is the process of
heating to form austenite (a
corrosion preventing carbon). The
heating and even cooling process
occurs in a controlled environment
so the microstructure and
properties are uniform. To ensure
continued quality, laboratory
Near Ready Tool Joints/Molten Salt testing verifies compliance with
mechanical property requirements.
Next, the tool joints are tempered,
inspected, and threaded. Superior
results are produced during the
threading process due to the machined
upset forgings. In order to ensure the
superior results the blanks for tool
joints must meet basic compliance
standards and traceability. API
standards dictate the design standards.
Finally, a five step phosphate coating
is applied and the joints are inspected
Phosphating Vat
again. Hardbanding can be applied to
specific areas of the joint to
reduce wear.
Tooling Threads
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Chapter 3 – Drill Pipe Overview
The drill pipe begins as a “green tube” (drill pipe
that has not been heat treated or processed). SMITH
has specific standards for their green tubes.
Chemical and dimensional standards must be met.
This helps SMITH maintain their high quality
standards, such as tubes being manufactured to
meet a 95% minimum wall standard.
Drill pipe subjected to stressful conditions will need to meet or exceed the API standards. Texas
Steel Conversion (TSC) has developed an upsetting practice that produces an extra long internal
runout; this aids in fatigue resistance.
Concentricity
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Chapter 3 – Drill Pipe Overview
When the two pieces have been welded together several steps are taken to ensure the weld
quality. First, the upset is saddle gauged. The saddle gauging ensures a concentric OD between
the tool joint and tube.
Next the weld flash is removed and the weld area is machined
to a smooth finish.
o Visual
o Brinell Hardness
o Ultrasonic
o Wet Magnetic Particle Inspection
o Concentricty Ultrasonic Inspection
o Dimensional
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 8
Chapter 3 – Drill Pipe Overview
Exercise: Drill Pipe Manufacturing Process
The next two pages contain a visual flow of how drill pipe is manufactured. Some of the
steps have a blank box below them; enter in the name of the process of that step from the
list.
Austenitizing
with integrated
Oil Quench
Upsetting the
Pipe
Forge Tool
Joint Blanks
Tempering
Furnace
Full Length
Pipe Inspection
External
Quench
Phosphate
Coating or
Kemplating
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Chapter 3 – Drill Pipe Overview
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Chapter 3 – Drill Pipe Overview
Drill Pipe Specifications
Drill Pipe Size There are many sizes of drill pipe available. Drill pipe is manufactured to
meet customer specifications. The American Petroleum Institute (API) has
approved sizing measurements. API drill pipe is furnished in eight sizes:
2-⅜", 2-⅞", 3-½", 4", 4-½", 5", 5-½", and 6-⅝". These sizes are the outer
diameter (OD) in a non-upset section.
Drill pipe that doesn’t meet these specifications has usually been
manufactured for a specific job. Generally, drill pipe that doesn’t conform
to API standards exceed the API specifications.
Drill Pipe
Anatomy 1 joint of drill pipe is made up of
three components
Drill Pipe Weight Drill pipe weight is calculated as part of the hookload capability on the
derrick. The derrick supports the weight of the components downhole. If the
weight exceeds the approved hookload capacity there can be problems. In
turn, each component in the drill string supports the weight of the drill string
below it. The components at the top of the drill string need to support more
weight than those in the BHA.
Drill pipe weight varies depending on its form. The drill pipe weights are:
plain end weight, approximate weight, and nominal weight (most frequent).
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Chapter 3 – Drill Pipe Overview
Plain End Weight
Plain end weight is the weight per foot of a non-upset, non-threaded and
non-tool jointed piece of pipe.
Approximate Weight
This is the average weight per foot of a joint of complete drill pipe
assembly. It includes the tube, the upsets and both tool joints.
Nominal Weight
Drill pipe is purchased and referred to by its nominal weight. The nominal
weight refers to the wall thickness of the pipe, not the drill pipe’s actual
weight. Nominal weight is a classification system. It is how most drill pipe
is referred to because remembering the weight would be too difficult.
Drill Pipe Length Drill pipe is available in three length ranges. This variance is due to derrick
heights. The most common range for drill pipe length is Range 2, between
27-30 feet. It is available from 18 feet (Range 1) to 45 feet (Range 3).
Drill Pipe Grade The specification for drill pipe grade means the pipe must meet the standard
at which force will damage the pipe. The higher-grade steel pipes have
higher strengths, allowing them to withstand greater forces.
Drill pipe is also graded by the heat treatment method used in the pipe
manufacturing (which also determines the pipe’s strength considerations). If
the yield strength of a material sample falls within the range assigned to
more than one grade, then its grade will be based on the heat treatment
method used. For example, E pipe is normalized and X, G, S, and V pipe are
quenched and tempered.
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Chapter 3 – Drill Pipe Overview
Yield Strength
Common
Minimum Maximum
Grades
psi MPa psi MPa
E-75 75,000 517 105,000 724
X-95 95,000 655 125,000 862
G-105 105,000 724 135,000 931
S-135 135,000 931 165,000 1138
The above chart indicates minimum yield providing the basis for maximum
pull (hookload) calculations. The red box shows manufacturer’s the high
end parameter to maintain strength and hardness characteristics.
Drill Pipe Drill pipe strength is determined by the heat treatment method used in pipe
Strengthening manufacturing. Each of the processes explains how the pipe is strengthened.
Process o Austenitizing—exposing the tubing to extremely high temperatures
o Normalizing—heating and cooling the tube in ambient temperatures
o Quenching—rapidly cooling the metal
o Tempering—exposing the metal to slow baked heat and controlling
the raising and lowering of the temperature
Drill Pipe Class Drill pipe class determination is affected by several factors; the most
important is the amount of remaining wall. A reduction in the wall thickness
reduces the mechanical strength of the pipe. The remaining wall thickness
for each class is shown as a percentage
of nominal wall thickness.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 13
Chapter 3 – Drill Pipe Overview
Drill Pipe Identification
API When identifying a drill pipe The American Petroleum Institute (API) has
addressed a commonality among manufacturers. Drill spring identification
is located on a steal stamp on the pin thread base or a single groove and
milled slot.
Pin Base A set of five characters (letters and numbers) appear at the pin base of the
Markings drill pipe. Each set identifies specific information about the pipe.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 14
Chapter 3 – Drill Pipe Overview
Current Slot and As of December 2004, the current system for identifying drill pipe is with a
Groove single groove and milled slot. Each grade of drill pipe follows an
identification system. There is standard weight and extra weight drill pipe
which is identified by the markings as well.
The first type of drill pipe is Grade E. Standard Weight Grade E drill pipe
has no markings. If it is extra weight drill pipe there will be a milled slot
with an “E” in the pipe grade code area and pipe weight code number listed.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 15
Chapter 3 – Drill Pipe Overview
Previous Slot Previously a multi-groove identification system was used. The multi-
and Groove groove system identified drill pipe on sight. API specifications required a
specific number of grooves in the joint to identify the weight and grade of
the drill pipe. These grooves were required on all pipe except Grade E-75
which was flush (just like the current slot and groove system).
Standard weight Grade G drill pipe has two grooves that identify it. If the
drill pipe is heavy weight then the milled slot will be between the grooves.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 16
Chapter 3 – Drill Pipe Overview
Finally, standard weight Grade S drill pipe has three grooves. If the drill
pipe is heavy weight the milled slot will appear between two of the grooves.
The change in the Slot and Groove System was necessary because it caused
damage to the rotating head seals during the tripping out process by the
multiple grooves.
Drill pipe is the longest portion of the drill string. It supports extreme
amounts of weight. Inspection and drill pipe safety for all components of the
drill string is necessary to ensure a successful drilling operation. Using
properly rated and classed drill pipe will aid in a successful operation.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 17
Chapter 3 – Drill Pipe Overview
Slot and Groove Method of Drill Pipe Identification
Note A: Standard weight Grade E drill pipe designated by an asterisk (*) in the drill pipe weight
code will have no groove or milled slot for identification. Grade E heavy weight dill pipe will
have a milled slot only, in the center of the tong space.
Note B: Groove radius approximately 3/8 inch. Groove and milled slot to be ¼ in. deep on 5 ¼
inch OD and larger tool joints, 3/16 inch deep on 5 inch OD and smaller tool joints.
Note C: Stencil the grade code symbol and weight code number corresponding to grade and
weight of pipe in milled slot of pin. Stencil with ¼ in. high characters so marking may be read
with drill pipe hanging in elevators.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 18
Chapter 3 – Drill Pipe Overview
Drill Pipe Weight Code Identification
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 19
Chapter 3 – Drill Pipe Overview
Exercise: Drill Pipe Identification
Answer the following drill pipe questions. Use pages 19-20 as a resource.
1. Identify the following components.
A B C D
A.
B.
C.
D.
2. The following drill pipe has a 4"OD and has the stencil S 3.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 20
Chapter 3 – Drill Pipe Overview
Answer the following drill pipe questions. Use pages 19-20 as a resource.
3. The following drill pipe has the stencil G 2.
4. The following tube has a 5" OD, X-95 grade, 25.6#. Write in the code that should be
stenciled on the milled slot.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 21
Chapter 3 – Drill Pipe Overview
Answer the following drill pipe questions. Use pages 19-20 as a resource.
5. The following has a 3 1/2" OD, S-135 grade, 13.3#. Write in the code stenciled in
the milled slot.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 22
Chapter 3 – Drill Pipe Overview
Connection Science
CHAPTER 4
CONNECTION SCIENCE
Topics
Threaded Connections
Connection Science
Identifying Threaded Connections
Threaded Connection Charts
Measuring the Connection
Activity: Thread Identification
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 1
Chapter 4 – Connection Science
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Chapter 4 – Connection Science
Threaded Connections
Introduction In the last chapter the drill pipe manufacturing process was discussed. The
threaded connections were briefly mentioned, because connection science
requires more than a paragraph to cover.
Threaded connections are referred to by the brand name of the thread type
(API Regular), the designated connection number (NC38), and the nominal
size of the connection (3½" FH). It is important to be familiar with these
connections so tools are connected properly.
Connection There are three primary types of connections used in the US drilling
Types industry: API, dual shoulder, and wedge thread.
API Connection
API is the most common type of connection. The shoulder is located
externally at the top of the box and the base of the pin. The benefits of an
API connection include: free spinning, easy stab up, common use, and ease
of recut/repair.
API Connection
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 3
Chapter 4 – Connection Science
Dual Shoulder
A dual shoulder connection has one sealing point, the external shoulder. The
internal shoulder is a torque stop.
Some dual shoulder connections are interchangeable with API connections,
yet they lose the added torque capability. The benefits of a dual shoulder
connection include: free spinning, easy stab up, and increased torque
capability.
Dual Shoulder
Wedge Thread
The wedge thread is a unique proprietary
connection created by Hydril Company, LP. It
is the strongest connection on the market;
attributed to interlocking threads that act as
seals. The image to the right shows there is no
shoulder seal.
Wedge Thread
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 4
Chapter 4 – Connection Science
Connection
Features & Connection Names Free Easy Easy to Increased
Benefits Type Spinning StabUp Repair & Torque
Recut Capabilities
API REG, FH,
IF, NC
R R R
Dual Shouldered DSTJ, GP
HT, SSDS,
R R R R
Tuff-Torq
High
Performance
GP XT, GP
XTM
R R R
(Proprietary)
High
Performance
Wedge
Thread
R
(Proprietary) (WT)
------------------------------------------------------------------------------------------
Nominal Size The nominal size of a threaded connection is identified by the approximate
size of the connection OD. Sizes such as 2⅜", 2⅞", 3½" 4", 4 ½", 5",
5½", 6⅝", 7⅝", or 8⅝" are examples of the available nominal sized
connections. While the nominal size provides a sense of how large the
connection is, it does not correspond to any actual dimension on the threads.
It is a method used to identify the thread size not a dimensional
measurement.
Thread Forms Manufacturers can vary. Each company has its preferred thread type. Each
thread type has an ideal application. For example, a rounded threaded is
better for shallow wells and a lighter hook load, while a wedged thread is
ideal for higher pressure wells and a heavier hook load.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 5
Chapter 4 – Connection Science
Dual Shoulder When designing a connection using a dual shoulder component (DS), it can
and Single be connected to a liked-size single shoulder (SS) component. DSTJ is a DS
Shoulder connection used with an API SS connection. The torque advantages are lost
Connections when interchanging connections, but a crossover sub is not required when
connecting like sized components.
The images below represent what the connection looks like when mixing
and matching connection types.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 6
Chapter 4 – Connection Science
Connection Science
Introduction The connection may be the strongest or the weakest part of a drill string.
The joints used in a drill string play a large part in determining the strength
of the connection. In addition to the joints the torque, fatigue, and bending
strength ratio (BSR) affect the strength of a connection.
Torque The connection is made up by torque. Torque is the amount of pressure used
to tighten “twist” the joints together. Applying the proper amount of torque
provides a good connection, but over-torquing can cause fatigue and
eventually failure.
The thread types and dimensions are critical in torque, since they require
different psi to make up. Equipment used in the BHA will be connected
using rotary-shouldered connections, or the API connection. The remainder
of the drill string could be connected using the other connections discussed
at the beginning of this chapter.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 7
Chapter 4 – Connection Science
Improving Drill collar connections are
Fatigue Life kemplated to protect them from
the elements after machining to
help prevent galling (surface
damage on threads caused by
localized friction welding of high
spots) upon initial makeup.
Thread roots are cold-rolled on
all API and H-90 connections
except 2⅜" sizes, 2⅞" Regular
and Slim-Line H-90. Cold rolling
compresses the fibers in the thread root making this area of the connections
more resistant to fatigue failure. Pressed-steel thread protectors are supplied
for all drill collars equipped with standard connections.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 8
Chapter 4 – Connection Science
Identifying Threaded Connections
Introduction Connection threads and tool joints types were discussed at the beginning of
the chapter, followed by the science of connection make-up and weakness
identification.
How is a tool joint identified? We will explore the steps. First we will use
logic, if that doesn’t work then it’s time to measure.
Use Logic Threads can be identified using simple logic. First, consider what type of
tool will be made up in the drill string. Ask the questions:
“What will this tool connect to?”
“How will it be used?”
Which End is To assemble a drill string you must know how the connections fit together.
Up? It’s known that bits and near bit accessories are run pin up. Every other
component in a conventional drill string is run box up.
Interchanging Some thread types are interchangeable. The contour and dimensions of the
Connections connections are similar enough to be made up together without risking
damage to the threads. Some threads are manufactured to match threads
already available but are called something else.
API Connections API connections are available in regular (REG), full-hole (FH), and
numbered connections (NC). The API numbered connections are
interchangeable with the now obsolete API internal flush (IF) connections.
The table below shows the interchangeable thread.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 9
Chapter 4 – Connection Science
Dual Shoulder Dual shoulder connections are sold by a variety of manufacturers. Grant
Connection Prideco, Omsco, NKK, and SMITH all produce dual shouldered
connections that meet customer requirements.
Bevel Diameter Certain amounts of torque are required to seal the face contact between the
box and pin. The greater the square inches on the surface of the face, the
greater the amount of torque needed for that connection. Alternately, the
smaller the square inches on the surface of the face, the smaller the amount
of torque needed for that connection. The diameter of the bevel provides a
specific surface area on the face that allows for the correct amount of torque
to seal the connection.
Visual Thread
Identification
XTM
XT
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 10
Chapter 4 – Connection Science
Threaded Connection Charts
Introduction The following charts provide size information for the most popular
connections available in each brand. Use the chart below as a guide for the
areas being measured. These measurements are approximate only.
AOH Connection
SIZE A B C D E F G H
2 3/8 2⅜ 3 1/16 2¾ 2.468 2 13/16 2½ 2 4
2 7/8 2⅞ 3⅞ 3 9/64 2.802 3 3/16 3 2 5/32 4
FH Connections
SIZE A B C D E F G H
2⅞ 3½ 4¼ 3.625 2.750 3 11/16 3⅞ 2⅛ 5
3½ 3⅝ 4⅞ 3.994 3.088 4 3/64 4⅜ 2 7/16 5
4 4⅜ 5⅜ 4.280 3.551 4 11/32 4⅝ 2 13/16 4
4½ 3⅞ 6 4.792 3.823 4⅞ 4⅛ 3 5/32 5
5½ 4⅞ 7½ 5.825 5.012 5 29/32 5⅛ 4 4
6⅝ 4⅞ 8⅝ 6.753 5.940 6 27/32 5⅛ 5 4
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 11
Chapter 4 – Connection Science
H-90 Connections
SIZE A B C D E F G H
3½ 3⅞ 5⅜ 4.125 3.479 4 3/16 4⅛ 2¼ 3½
4 4⅛ 5⅞ 4.500 3.813 4 9/16 4⅜ 2⅝ 3½
4½ 4⅜ 6⅜ 4.834 4.105 4 57/64 4⅝ 2¾ 3½
5 4⅝ 6¾ 5.104 4.334 5 11/64 4⅞ 2½ 3½
5½ 4⅝ 7¼ 5.375 4.604 5 7/16 5⅜ 3 3½
6⅝ 4⅞ 8⅛ 6.000 5.188 6 1/16 5⅝ 3¼ 3½
7⅝ 6 9½ 7.389 5.889 7 29/32 6¼ 3½
XH Connections
SIZE A B C D E F G H
2 7/8 3⅞ 4¼ 3.327 2.681 3 23/64 4⅛ 1⅞ 4
3½ 3⅜ 4¾ 3.812 2.250 3⅞ 3⅝ 2 7/16 4
4½ 4⅜ 6¼ 4.834 4.105 4 29/32 4⅝ 3¼ 4
5 4⅜ 6½ 5.250 4.521 5 5/16 4⅝ 3¾ 4
PAC Connections
SIZE A B C D E F G H
2 3/8 2¼ 2⅞ 2.365 2.084 2 13/16 2½ 1¼ 4
2 7/8 2¼ 3⅛ 2.531 2.250 2 19/32 2½ 1½ 4
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 12
Chapter 4 – Connection Science
IF Connections (Obsolete)
SIZE A B C D E F G H
2 3/8 2⅞ 3⅝ 2.876 2.397 2 15/16 3⅜ 1¾ 4
2 7/8 3⅜ 4¼ 3.391 2.879 3 39/32 3⅞ 2⅛ 4
3½ 3⅞ 4¾ 4.016 3.370 4 5/64 4⅛ 2 11/16 4
4 4⅜ 6¼ 4.834 4.105 4 29/32 4⅝ 3¼ 4
4½ 4⅜ 6⅜ 5.250 4.521 5 5/16 4⅝ 3¾ 4
5½ 4⅞ 7⅜ 6.397 5.585 6 29/64 5⅛ 4 13/16 4
6 5/8 4⅞ 8½ 7.459 6.646 7 33/64 5⅝ 5 29/32 4
REG Connections
SIZE A B C D E F G H
2⅜ 3 3⅛ 2.515 1.875 2 11/16 3⅛ 1 5
2⅞ 3½ 3⅞ 2.890 2.125 3 1/16 3⅝ 1¼ 5
3½ 3¾ 4½ 3.390 2.562 3 9/16 3⅞ 1½ 5
4½ 4¼ 5¾ 4.515 3.562 4 11/16 4⅜ 2¼ 5
5½ 4¾ 7 5.410 4.333 5 37/64 4⅞ 2¾ 4
6⅝ 5 7¾ 5.882 5.159 6 1/16 5⅛ 3½ 4
7⅝ 5¼ 9 6.890 5.688 7 3/32 5⅜ 4 4
8⅝ 5 3/8 10 7.840 6.608 8 3/64 5½ 4¾ 4
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 13
Chapter 4 – Connection Science
NC Connections
NC # A B C D E F G H
23 3 3⅛ 2.437 2.063 2⅝ 3⅛ 1¼ 4
26 3 3½ 2.750 2.376 2 15/16 3⅛ 1½ 4
31 3½ 4⅛ 3.266 2.808 3 29/64 3⅝ 2 4
35 3¾ 4¾ 3.625 3.114 3 13/16 3⅞ 2 4
38 4 4¾ 3.891 3.349 4 5/64 4⅛ 2¼ 4
40 4½ 5¼ 4.156 3.530 4 11/32 4⅝ 2 13/16 4
44 4½ 5¾ 4.499 3.875 4 11/16 4⅝ 2 13/16 4
46 4½ 6¼ 4.709 4.084 4 29/32 4⅝ 2 13/16 4
50 4½ 6¾ 5.135 4.500 5 5/16 4⅝ 2 13/16 4
56 5 8 5.703 4.626 5 15/16 5⅛ 2 13/16 4
61 5½ 9 6.266 5.063 6½ 5⅝ 2 13/16 4
70 6 9¾ 7.141 5.813 7⅜ 6⅛ 3 4
77 6½ 11 7.828 6.376 8 1/16 6⅝ 3 4
Interchangeable Threads
NC26 = 2 ⅜ IF
NC31 = 2 ⅞ IF
NC38 = 3 ½ IF
NC40 = 4" FH
NC46 = 4" IF or 4 ½ XH
NC50 = 4 ½ IF or 5” XH
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 14
Chapter 4 – Connection Science
Measuring the Connection
Introduction If using logic doesn’t identify a connection, then it’s time for a joint
identifier. A Tool Joint Identifier is also used to measure dimensions for
interchanging connections.
Tool Joint The simplest way to measure threads per inch on the
Identifier connection is using a Tool Joint Identifier,
sometimes called an “idiot stick”. This tool identifies
the most common threads. When a tool joint is
identified, confirm the measurement with a proper
gauge.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 15
Chapter 4 – Connection Science
Measuring the In addition to identifying the connection threads, OD requires measurement.
OD of a Pin There are two methods, one for the pin end and the other for the box end.
Connection
Pin End Measurement
For the pin end, use a caliper to
measure the connection OD at
the cylindrical base of the pin. If
the pin has a relief groove,
about ½ inch of unthreaded
connection at the base of the
pin, then use a straight edge to
measure the connection OD
accurately.
Measuring with a Caliper Line up one prong of the caliper
with the pin mark on the thread
identifier and let the other caliper prong fall where it will along the marked
lengthy of the identifier. The markings closest to where the prong falls that
match the measured threads per inch will help identify the thread type and
nominal size.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 16
Chapter 4 – Connection Science
Measuring the ID Measuring the box connection
of a Box requires fewer steps and is
Connection much easier. Just use the thread
identifier to measure between
the inside edges of the mouth
of the box. The markings on
the identifier will identify the
connection.
The other gauge type is a Po’ Boy thread gauge. This is created from an
existing connection where the size is known. To verify the size of an
questionable connection the Po’ Boy is threaded onto the questionable
connection to see if it fits.
Hard to Identify If the threads are still difficult to identify the problem could be a couple of
things. First, the connection could be measured as either a 4 ½ API Regular
or full hole. It’s also possible the connection is not listed on the tool joint
identifier, or it’s a specialty cut connection.
NC Connections Some of the connections are easily interchanged. The following list shows
the connections that work with NC connections.
NC 26 2 ⅜IF
NC 31 2 ⅞IF
NC 38 3 ½ IF
NC 40 4" FH
NC 46 4 ½ X-hole or 4” IF
NC 50 5" X-Hole or 4 ½ IF
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 17
Chapter 4 – Connection Science
Recap When there is a questions about thread type, use the following methods to
aid in identification:
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 18
Chapter 4 – Connection Science
Activity: Thread Identification
Part A
Look at the pictures below. Follow the directions for each.
1. Shoulder Seal
2. Bevel
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 19
Chapter 4 – Connection Science
Part B
Using the charts on pages 10-14, identify the nominal OD of the following measurements.
3. 3 ½" IF 4. NC 31
5. NC 50 6. 4 ½" XH
7. 6 ⅝ REG 8. NC 46
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 20
Chapter 4 – Connection Science
Failure Mechanisms
CHAPTER 5
FAILURE MECHANISMS
Topics
Exercise: Drill String Failure
Failure Mechanisms
Fatigue
Tension
Torsion
Buckling
Corrosion
Burst/Collapse
Poor Handling Practices
Reducing Drill String Failure
Inspection Methods
Drill Pipe Damage
Exercise: Drill Pipe Damage
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 1
Chapter 5 – Failure Mechanisms
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 2
Chapter 5 – Failure Mechanisms
Exercise: Drill String Failure
Read the following pages on failure mechanisms, fatigue, tension, torsion, buckling,
corrosion, burst/collapse, poor handling practices, and reducing drill string failure. Your
group will be assigned one or more of these concepts. You will have to design a poster that
describes each concept assigned in detail. You must include at least one visual. Your group
will be judged based on the quality and explanation of your poster. Your poster should be
detailed enough to be self explanatory, but be prepared to explain it. Use the space below to
take notes.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 3
Chapter 5 – Failure Mechanisms
Failure Mechanisms
Overview Drill string failure is the most serious and most costly problem of a drill
string. Failure occurs for any number of reasons. Solving drill string failure
issues quickly saves time and money. A proactive approach to drill string
design will help avoid failure issues. This chapter discusses how drill string
failures occur and what inspections are performed to help alleviate the
number of failures.
Nature of Failures vary depending on the location in the drill string. The BHA is
Failures comprised of the drill bit, very thick drill collars, and the transition pipe.
The remainder of the drill string consists of drill pipe. In the BHA a failure
is more likely to occur in the connection because of the component stiffness.
Transition pipe, Hevi-Wate drill pipe or Spiral-Wate drill pipe is more
flexible than drill collars and more durable than drill pipe and by design it
can endure compressive stresses such as buckling. Finally, at the top of the
drill string is the drill pipe. Drill pipe tube tends to be weaker than the
connection, making the failure more apt to occur in the tube.
Drill pipe is exposed to two forces during a drilling operation. The first is
tension; tension is the weight of the load the drill string holds. Every
component in a drill string must support the weight of every component
below it. The other force a drill pipe is constantly exposed to torsion; torsion
is the rotation of the pipe downhole.
Limited data is available concerning the location of drill pipe failures, the
type of failures, or their probable cause. The following list of failures was
compiled from vast experience. Most failures occur:
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 4
Chapter 5 – Failure Mechanisms
Fatigue Drill pipe fatigue is the most common
cause of failure. Drill pipe fatigue is
progressive, cumulative damage that
occurs when the pipe is subjected to
cycles of stress (tension, compression,
and torsion) that exceeds the tensile
strength of the material. Visible cracks
are formed from submicroscopic
Washout Due to Fatigue cracks.
Tension Tension failure occurs when the load applied to the drill string is beyond the
operating capacity of the weakest member of the string; usually near the top
of the hole. Tension (or tensile) capacities are calculated based on the
minimum yield strength of the steel and the cross-sectional area of the
affected string member.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 5
Chapter 5 – Failure Mechanisms
Corrosion Corrosion is the alteration and degradation of material caused by its
environment. Corrosion is a contributor to drill string failure. The primary
corrosive agents are dissolved gasses (oxygen, CO2, H2S), dissolved salts,
and acids.
Burst/Collapse Drill pipe collapse occurs when the pressure in the wellbore is higher than
the pressure in the pipe by an amount that exceeds the collapse capacity of
the pipe. When the fluid levels inside and outside the drill pipe are equal,
and the density of the mud is constant then there will be no pressure to
collapse.
Drill pipe burst is the exact opposite where the internal pressure exceeds the
external pressure.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 6
Chapter 5 – Failure Mechanisms
Fatigue
Overview Drill pipe fatigue is the most common cause failure. Drill pipe fatigue is
progressive, cumulative damage that occurs when the pipe is subjected to
stress cycles (tension and compression) that exceed the tensile strength of
the material. Drill pipe fatigue failures are often due to gradual progressive
growth of minor irregularities into major cracks.
Fatigue Limit The fatigue limit is estimated to be one-third to one-half of the minimum
tensile strength of the pipe. Theoretically, the pipe will never fail if stress
doesn’t exceed the fatigue limit.
Early studies examined the effect of combined bending and tensile stresses
in drill pipe. This showed that when a length of pipe is in a gradually
changing hole angle, the tool joints are pulled tangent to the wall of the
hole, and the pipe between the tool joints is pulled straight, creating severe
bending of the pipe adjacent to the tool joints. The amount of bending stress
is relative to the rate of change of the hole angle and to the amount of
tension in the pipe.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 7
Chapter 5 – Failure Mechanisms
Drill Pipe vs. Each component is affect differently by bending change. Drill pipe tends to
Drill Collars be more affected by bending that occurs in the upset runout area. The area
least affected is the tool
joint.
Fatigue Break
Combined Bending pipe causes each fiber to be stressed alternately in tension and
Stresses compression. Adding high-tensile pull to the pipe causes the stress to vary
from maximum tension to compression. Including a secondary stress on the
pipe reduces the ability of the pipe to withstand cyclic stress. Since drill
pipe is always operated in tension, the fatigue life of the pipe is reduced to
some degree by the amount of tension in the pipe. Where drill pipe is highly
stressed in bending, as in a dogleg, the amount of tensile stress becomes
critical.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 8
Chapter 5 – Failure Mechanisms
Tension
Overview Drill pipe tension exists when a very heavy load is being supported by the
top of the drill string. The steel is elastic in nature, meaning that it has the
capability to stretch and then return to its original shape after the weight is
released. There are limits to the elasticity though. Drill pipe can only stretch
so much before the drill pipe is stretched beyond its limits. Understanding
the elasticity of the drill pipe and its limits are covered in this section.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 9
Chapter 5 – Failure Mechanisms
In the image to the left:
Keeping the drill pipe within acceptable limits is the only way to ensure its
performance and longevity.
Maximum During oil well drilling, the concern is how much pull is available on a
Allowable Hook string of drill pipe. The yield strength and the tensile strength of the pipe
Load then become very important. It is always desirable to keep the tensile stress
in the pipe below the material’s yield point. This is referred to as the tensile
yield strength or maximum allowable hook load for the pipe.
Effect of Tensile In drill pipe steel, an increase in yield strengths is obtained without a
Strength on relative increase in ultimate strength. The chart below shows the minimum
Endurance Limit yield strength (point B on the previous page) and the minimum tensile
strength (point C on the previous page).
Ratio of
Min. Yield Min. Tensile
Grade Min. Yield to
Strength psi Strength psi
Min. Tensile
D-55 55,000 95,000 58%
E-75 75,000 100,000 75%
S-135 135,000 147,000 91%
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 10
Chapter 5 – Failure Mechanisms
Tensile Test Laboratory tests have determined the limits of stress and strain that can be
exerted on drill pipe. A sample of one drill pipe is tested to ensure it meets
basic API requirements. The sample is exposed to the minimum yield
strength indicated
by the grade
(point A). Point A
is a representation
of the normal
operating limits of
the drill pipe.
Additional pull is
placed on the
sample to reach
point B. Once the
sample is exposed Weight Limits of Drill Pipe
to Point B it will
be permanently elongated. The sample is then exposed to more stress and
strain until it reaches point C. The longer the arc is from point B to point C,
the stronger the sample. At point C, the sample is necking down and will
eventually fracture.
Yield Strength
Common
Minimum Maximum
Grades
(A) psi MPa (B) psi MPa
E-75 75,000 517 105,000 724
X-95 95,000 655 125,000 862
G-105 105,000 724 135,000 931
S-135 135,000 931 165,000 1138
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 11
Chapter 5 – Failure Mechanisms
Torsion
Overview Torsion applies to the drill string in two ways. First in the connections when
they are made up (also called make-up torque) then in the entire drill string
while it is rotating. The problems that can occur will be discussed in this
chapter.
Drill String One of the drill pipe functions is to rotate the bit and BHA. Rotation causes
Torsion a torsional stress on the drill string. Common downhole conditions
including wall friction and stabilizer hang-up will increase the torque
required to rotate the tube. If the torque becomes too great, the tube may
fail. The drilling torque should never exceed make-up torque.
Similar to tension there is a yield point with torsion. The torsional yield
strength of drill pipe is the resistance of the tube to fail by a twisting torque
or force.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 12
Chapter 5 – Failure Mechanisms
Combined Usually when a drill string is downhole it is subjected to more than one
Torsion and force. The drill string is not only turning downhole, but each component is
Tension supporting the weight of the components below it. When a joint of drill pipe
is subjected to a combined load of torque and tension, such as normal
drilling operations, it is more likely to torsionally fail.
The chart below illustrates the effect of tension and torsion on 4 ½", 16.60
lb/ft, grade E-75 drill pipe. As the wall of the drill pipe is worn away and
the joints decrease in class, its ability to work with extreme levels of tension
and torsion decrease.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 13
Chapter 5 – Failure Mechanisms
Corrosion
To offset the effects of the H2S environments an oil based mud can be used
for circulation. If the H2S scavengers achieve a proper pH prior to attacking
to the pipe, the effects will be neutralized before causing damage.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 14
Chapter 5 – Failure Mechanisms
Pitting CO2 environments are also
considered corrosive. When CO2
mixes with water, carbonic acid is
formed. The carbonic acid forms
scale in the water and can attach to
the pipe surface, trapping moisture
next to the pipe wall. Pitting can
occur should this scale be left
untreated. This problem is referred
to as under-deposit corrosion. Drill Pipe Pitting
Additives to the circulation
medium can help prevent this from occurring.
Proactive Lowering minimum yield materials will allow work to continue despite the
Approach corrosive environment. Grades E-75 and X-95 are recommended when H2S
gas is present. Some manufacturers have developed higher strength drill
pipe that has shown resistance to failure in corrosive environments, called
controlled yield drill pipe.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 15
Chapter 5 – Failure Mechanisms
Burst/Collapse
Overview Drill pipe collapse occurs when the pressure in the wellbore is higher than
the pressure in the pipe by an amount that exceeds the collapse capacity of
the pipe. When fluid levels inside and outside the drill pipe are equal, and
the mud density is constant there will be no differential pressure to collapse.
Drill pipe burst is the exact opposite where the internal pressure exceeds the
external pressure.
Collapse The drill pipe may be subjected to an external pressure higher than the
Pressure in Drill internal pressure. This condition can occur during drill stem testing and may
String Design result in collapse of the drill pipe. Differential pressure is required to
produce the collapse.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 16
Chapter 5 – Failure Mechanisms
Poor Handling Practices
Notches and Notches and cuts in the drill pipe metal will increase the fatigue amount,
Cuts speeding the breakdown of metal. If the notch or pit is within 20 inches of
the tool joint, where maximum bending takes place, it can form an early
fatigue crack.
All dents and scratches can eventually cause drill pipe failure:
o Slip marks, cuts, and scratches
o Corrosion grooves caused by rubber protectors
o Electric arc burns
o Downhole notching caused by formation and junk cuts
o Dynamic loading of pipe in slips
Bent Pipe Bent or crooked pipe is always a potential failure because the stress cycle is
magnified at the bend. Bent pipe should never be used while actively
drilling or rotating. If pipe is returned from a job bent, then it needs to be
straightened before it is sent out again.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 17
Chapter 5 – Failure Mechanisms
Reducing Drill String Failure
Better Drill string failures can be prevented by working within the published
Operational capacities for the drill string material. Operating at stress levels below the
Practices fatigue limit can theoretically eliminate drill pipe fatigue. Unfortunately,
laboratory conditions cannot replicate all the conditions encountered while
drilling and greater stress will occur on a drill string in the field.
Better Materials Tough material, as measured by its impact resistance, retards the formation
and growth of fatigue cracks. Tough material is also less likely to fail
catastrophically than brittle (not tough) material operating under identical
conditions. Toughness is primarily determined by metallurgical chemistry,
cleanliness, and heat treatment.
Better Reducing the corrosiveness of drilling systems will result in fewer failures.
Environment This includes:
o Using softer drill string components that can absorb more hydrogen
without becoming brittle, such as E-75 or X-95
o Using H2S scavengers
o Using oil-based mud
o Elevating mud PH which reduces acidity
Better Design Drill string design and thread selection are the first steps in lowering
operating stress levels and reducing drill pipe fatigue. Even though
improvements in design will not eliminate drill pipe fatigue, they will slow
down the fatigue process and they can also prevent other types of failure
such as tension or torsion failures. Moreover, it is important to design the
string so the area of the string subjected to the most stress (comprehensive
drilling loads) is the strongest area of the string.
Better Consistent inspection prevents drill pipe failures by detecting fatigue cracks
Inspection and other indicators of failure before they reach the point that failure occurs.
Consistent inspections and standardized handling practices will reduce the
number and severity of notches and cuts that are placed on the pipe through
poor handling practices.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 18
Chapter 5 – Failure Mechanisms
Inspection Methods
Introduction There are many problems that can arise while drilling. One way to prevent
possible issues is to conduct regular BHA and drill pipe inspections. There
are many different inspection methods to detect stress risers and fatigue in
drill string components.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 19
Chapter 5 – Failure Mechanisms
Visual A visual inspection (VT) is the
Inspection (VT) most common non-destructive
method of on-site drill pipe and
BHA inspection. Adequate
lighting, a well trained eye, and
in some cases a camera are
required to perform a VT. The
inspector visually examines the
tool for defects and
connections for common key
issues. For example, the
presence of dark areas on the
shoulder or excessive galling
of a component connection is
indicative of under-torquing;
this indicates the presence of
future problems if not
addressed by the drilling
contractor. This is a viable
stand-alone inspection method,
but is generally conducted in
conjunction with more critical An External and Internal Visual Inspection
methods of nondestructive
testing.
The following is a list of the specific items inspected during a VT: OD, ID,
length, shoulder condition, benchmark, thread profile and depth, bevel
diameter and eccentricity.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 20
Chapter 5 – Failure Mechanisms
Magnetic Magnetic Particle Inspection (MT) is the act of inducing a magnetic field
Particle into ferromagnetic drill pipe/BHA components to detect any inherent or
Inspection (MT) service related defects in the metal. There are three basic methods of
magnetic particle inspection dependant on the sensitivity requirements:
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 21
Chapter 5 – Failure Mechanisms
Fluorescent Wet: This method
can be used with an active
magnetic field or a strong
residual magnetic field. A
magnetic force is applied to the
test piece and a fluorescent
suspension of solvent or water-
based iron oxide particles are
applied to the test piece. A
black-light is used to ascertain
the presence of any dis-
Fluorescent Wet Inspection continuities or inherent
Shows Cracks Under a Blacklight
irregularities in the metal.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 22
Chapter 5 – Failure Mechanisms
Pin Connection
Field Indicator
Ultraviolet Meter
Centrifuge
Ultraviolet Light
DC Coil
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 23
Chapter 5 – Failure Mechanisms
Electromagnetic MFL inspection systems are based on the same principles as magnetic
Induction particle inspection. The primary difference between MFL and magnetic
(EMI/MFL) particle inspection is the use of sensors. MFL sensors, developed in the
1920's and 30's, measure the magnetic field around a defect. Sensors allow a
quantitative measurement, rather than the more qualitative information
provided by particles.
Sensors between the
magnet pole pieces
measure the flux
leakage field. The
purpose of sensor
systems is to convert
the flux leakage field
into a signal that can
be stored and
analyzed. The sensor
system consists of the
Setting Up Buggy sensors themselves,
the mounting system
used to support the sensors, wear plates between the sensors and the pipe,
and cabling between the sensors and other electronic components.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 24
Chapter 5 – Failure Mechanisms
Ultrasonic Ultrasonic inspection can be
Inspection (UT) performed on the entire tube of
drill pipe, on the upsets area,
the rotary shouldered
connections, or on all three. A
magnetic particle inspection is
generally used to confirm the
finding of UT, where
applicable.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 25
Chapter 5 – Failure Mechanisms
Liquid Penetrant Liquid Penetrant Inspection detects
(PT) surface defects and cracks in non-
ferromagnetic metals. This
method can be applied to non-
magnetic components of the BHA
and various internal components of
downhole tools used in drilling
applications.
Red Bleedout
Red Dye
Developer
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Chapter 5 – Failure Mechanisms
There are three types of PT that can be used: Fluorescent, Non-Fluorescent-
Visual, and Dual-Sensitivity. These types are distinguished by the light
source used to inspect the test specimen. Each type can be further broken
down to a particular method—Water Washable, Post Emulsified, and
Solvent Removable, which identifies how the penetrant is removed.
Step Cleaning
Developer
1
application
Penetrant
Step Step application
5 2
DPI
Developer is Applied
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 27
Chapter 5 – Failure Mechanisms
Inspection An inspected component needs to
Identification be identified as acceptable or
unacceptable. Some flaws can be
repaired while others render the
pipe unusable. Damaged and
unusable drill pipe is marked with
bright paint. Damaged
components require
documentation, which should be
Damaged Shoulder thoroughly completed to
minimize confusion in the future.
Even the most thorough inspection may not find all the flaws of a drill pipe.
As previously mentioned, most drill string failures are due to fatigue.
Unfortunately, fatigue flaws are progressive and cannot be detected until
they reach the surface of the component. Visually a fatigue flaw appears as
a crack in the form of a single line on the drill pipe surface.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 28
Chapter 5 – Failure Mechanisms
Drill Pipe Damage
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Chapter 5 – Failure Mechanisms
Damage Typical Location Probable Causes
o Above pin o Stuck pipe
String Shot o Below box that has been o Integral explosion (string shot) for
backed off back off
o Abrasive formations
o Crooked pipe
o Deviated hole
Near center of tube body, spreading
OD Wear o High rotary speeds
towards ends
o Harmonics
o Doglegs
o Horizontal drilling
o High velocity abrasion
o Sharp sand
ID Wear Near upset areas
o Drilling fluid turbulence
o Corrosion
o Bending in slips (setting tool joint
too high above slips)
o Improper tong line geometry
o Not using back-up tongs
o Poor transport handling
o Dropping pipe on racks
o Critical harmonics rotary speed
o Slip Area o Picking up pipe with winch line in
Crooked Pipe
o Center third of pipe body center
o Improper drill collar weight
o Harmonics
o Bent for fishing operation
o Deviated hole
o Horizontal drilling
o Pipe run in compression
o Dropped pipe
o Tongs placed on pipe body
o Worn tool joints
Tong Cuts Near pin and box end upsets o Short tong space on tool joints
o Improper tong jaws
o Poor handling
o Excessive spinning
Chain Cuts Just above pin end upsets
o Chain slip
o Corrosion
o Erosion
Approximately 3’ above pin end tool
Rubber Cuts o Casing protector
joint
o Poor mud drain
o Cleaning at protector end
Hammer o Tapping pipe to check fluid level
Tube body near tool joints
Dents on trip out of hole
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Chapter 5 – Failure Mechanisms
Damage Typical Location Probable Causes
o Damaged or leaking shoulder
(face) seals
o Incorrect make-up torque
o Galled threads producing
excessive shoulder stand-off
o Shoulder fins rolled between seals
Washout/Dry o High spots on shoulder (false
o Shoulders
or Muddy make-up torque)
o Threads
Connections o Excessive shoulder removal by
refacing
o Stretched pin threads
o Dirty threads and shoulders
o Miss-stabbing connection
o Improper jacking of stands in set-
back area
o Incorrect lubrication on shoulders
Shoulder o Incorrect make-up torque
Shoulder Area
Gall o Shoulder fins rolled between seals
o High spots on shoulder
Shoulder o Mating tools with different ODs
Shoulder Area
Fins o Handling damage
o Miss-stabbing connections
Shoulder o Handling damage
Shoulder Area
Damage o Spinning chain between shoulders
o Improper pipe jacking
o Handling without thread protectors
o Cross threading
Galled o Worn threads
Threaded Area
Threads o Improper thread compound
o Dirty connection
o Defective kelly saver sub
o Improper make-up torque
o Additional down-hole make-up
Pin Break torque
Threaded Area
(Cut) o Improper thread compound
producing excessive make-up
stress
o Pin wobble failure due to improper
make-up torque
Pin Break o Shoulder fins
(Flat Threaded Area o False torque
Fracture) o Fatigue cracking at last engaged
thread root 5/8: from shoulder
o Galled threads
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 31
Chapter 5 – Failure Mechanisms
Damage Typical Location Probable Causes
o Improper make-up torque
o Additional down-hole make-up
Pin Stretch Threaded Area
torque
o Improper thread lubricant
o Crooked pipe
o High rotary speeds
o Abrasive formation
o Doglegs
OD wear Box and Pin OD
o Deviated hole
o Horizontal drilling
o Rotation of pipe in compression
o Harmonics
o Improper make-up torque
o Additional down-hole make-up
Box Bell Shoulder Area torque
o Thin tool joints
o Improper thread compound
o Rapid heating and cooling due to
friction between tool joint and
formation, casing, whipstock, etc.
Heat Check Box and Pin OD o High rotary speeds with rapid
cooling
o Use of top drive while rotating out
of the hole
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 32
Chapter 5 – Failure Mechanisms
Exercise: Drill Pipe Damage
Using the Drill Pipe Damage Chart from the previous section and the information discussed
at the beginning of the chapter to name the defect and probable cause.
1.
2.
3.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 33
Chapter 5 – Failure Mechanisms
Using the Drill Pipe Damage Chart from the previous section and the information discussed
at the beginning of the chapter to name the defect and probable cause.
4.
5.
6.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 34
Chapter 5 – Failure Mechanisms
Using the Drill Pipe Damage Chart from the previous section and the information discussed
at the beginning of the chapter to name the defect and probable cause.
7.
8.
9.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 35
Chapter 5 – Failure Mechanisms
Answer the following questions based on information from the Inspection Methods section.
3. Explain liquid penetrant inspection methods and name two components that require this
inspection method.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 36
Chapter 5 – Failure Mechanisms
Drill String Design
CHAPTER 6
DRILL STRING DESIGN
Topics
Well Information
BHA Information
Drill Pipe Information
Verification
Troubleshooting
Exercise: Drill String Design
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 1
Chapter 6 – Drill String Design
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Chapter 6 – Drill String Design
Drill String Design
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Chapter 6 – Drill String Design
Well Information
Overview
There several processes used to design a drill string. Customer input will
alter the process; changes in the method result from hole complexity, angle,
and geometry. The chapter discusses the recommended order to follow for
vertical wells. This section will cover well information including: gathering
customer information, determining hole configuration, and fishing
contingencies.
Gather The customer provides information to design a drill string, including the
Customer total depth of the well, the hole size, and the number of drill collars or the
Information weight on bit (WOB). Occasionally, the customer will request what they
need to drill the well. For example, they want a certain number of drill
collars sent to the site or the WOB should be a certain amount.
Determine Hole The information the customer provides will help determine the size of the
Configuration equipment to be run downhole. This equipment includes the bit, drill collars,
and drill pipe. The customer may provide the bit themselves, or will
determine the type necessary. The remainder of the BHA components are
determined by hole size compatibility and availability.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 4
Chapter 6 – Drill String Design
Example A customer requests a drill string design. They need the depth of the well to
be 5,000 ft, and the plan is to drill out 7" 32# casing with their own bit. The
information to find the correct sizes is found on a chart called Hole
Configuration, located on page 5 in the appendix.
What bit size is needed to drill through 7" 32# casing? ________
Fishing for The equipment must be able to fit in the hole, it is important
Equipment to match up the hole configuration with the right equipment
so in the event of an unforeseen fishing job, the equipment
can be easily removed from the well.
Overshot
" Never put a tool into the customer’s well that cannot be fished out of the
well with an overshot, preferably a full strength model.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 5
Chapter 6 – Drill String Design
Example The Hole Configuration Chart, on page 5 in the Appendix, will help
determine the correct overshot size. The chart shows the universal Bowen
component numbers.
Use the information from the previous example to answer the following
questions.
Recap The customer information gathered has identified the correct bit size, drill
collar and pipe. These components all fit the well, and if necessary, they can
be fished out.
In the next section, the BHA information and calculations will be covered.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 6
Chapter 6 – Drill String Design
BHA Information
Drill Collars Drill collars make up the majority of the BHA. Depending on the size drill
collar used, the weight will vary. To find the weight per foot of a drill collar,
first find out the OD and ID of the drill collar. The OD of the drill collar
usually matches the maximum catch of the overshot. The ID of the drill
collar varies. To see all the available IDs, check the Drill Collar Weight Per
Foot chart, on page 6 in the Appendix.
"
If a larger ID is used, the connection in the pin is weakened. A smaller ID
results in a stiffer pin where a failure is more likely to occur. It is best to
pick an ID that is closer to nominal.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 7
Chapter 6 – Drill String Design
Example Based on the information provided previously in this chapter and above,
answer the following questions.
What is the weight per foot of the ideal drill collar? ________
"
Length of a Drill
Be aware that the drill collar connections will need to match the available
Hevi-Wate or drill pipe connection.
As a general rule, all drill collars are approximately 30 feet long. While this
Collar length can vary, we will assume all drill collars are this length unless
otherwise noted.
Length of BHA The weight of the BHA is calculated by multiplying the number of drill
collars by the length of each drill collar.
This calculation will help in calculating the weight of the entire BHA.
Example What is the length of the BHA if the customer requests nine drill collars?
Weight of the The weight of the BHA needs to be calculated. The information we have
BHA collected and calculated will help find this number.
Example Using the length of the BHA just calculated determine the weight of the
BHA based on the use of the drill collar weight per foot from the top of this
page.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 8
Chapter 6 – Drill String Design
"
The previous calculation provides the weight of the BHA in the air. Once
downhole the weight of the BHA will be partially supported by the
circulating mud. Different weight mud will alter the buoyancy factor which
could cause the BHA to have more or less WOB.
Alternate If the customer provides the WOB instead of the stating the number of drill
Calculation: collars needed then you need to calculate the required BHA weight. When
Required BHA performing this calculation, like many others, a margin of safety needs to be
Weight included. In this case it’s to keep the neutral point in the BHA. The safety
margin can be anything over 100%. Typically the safety margin will be
between 115% and 125%. For the purpose of working through the equations
in this chapter the safety margin is 120%.
Example If the customer provides WOB information of 10,000 pounds what would
BHA weight need to be?
"
The last equation used 120% as a safety margin. The neutral point should
remain in the BHA by using this as part of the equation. We want the
neutral point to remain in the BHA because drill collars are stronger than
the remainder of the drill string.
Length of the The length of the BHA can now be calculated using the Required BHA
BHA Weight calculations just completed. The length of the BHA can be found by
dividing the BHA weight by the weight per foot of the drill collar used.
Req.BHA Weight
= BHA Length
DC Weight Per Foot
Example Use the calculations completed previously in this section. The required
BHA weight number from above should be used. For the purpose of this
example, use 50 pounds as the drill collar weight per foot.
Enter the numbers and solve the equation for BHA length:
= _________
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 9
Chapter 6 – Drill String Design
"
Drill collars are typically run in stands of three or multiples of three. When
the first equation is complete, it needs to be recalculated for accuracy,
keeping in mind the multiples of three.
Take that number and round up to the next number divisible by three.
We now have 9 drill collars in the BHA. Now multiply the number of drill
collars by the length of each drill collar for the total length of the BHA.
9 X ________ = ________
Multiply the length of the BHA by the pound per feet of the BHA to get the
BHA weight.
________ X 50 = ________
Recalculating It may not be necessary to recalculate the equation. An equation does not
have to be recalculated if the BHA length divided by 30 is divisible by three
or is not a whole number and is rounded up to a number divisible by three.
In order to make things more efficient on most rigs, drill pipe and drill
collars are run in stands—which, in most cases, is three joints.
Recap The last two sections covered information on how to find the weight of a
single drill collar by measuring the OD and finding the nominal ID for the
weight per foot of a drill collar. Then, the total weight of the drill collars
and the BHA were calculated. Next, WOB with a safety factor was
calculated, which helped to find the length of the BHA. Finally, the
equations completed were recalculated for verification.
The next section will cover the drill pipe including the size, length, grade
and weight.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 10
Chapter 6 – Drill String Design
Drill Pipe Information
Length of Drill To determine the length of drill pipe needed, subtract the BHA length from
Pipe Needed the total depth of the well.
Example Calculate the length of drill pipe needed by using the BHA length from the
last section. Since the initial number was not divisible by three, be sure to
use 270 feet from the recalculation. The customer has told us their target
depth is 5,000 feet. How much drill pipe is needed?
Length of a As a general rule, all drill pipe is Range 2 (approximately 31 feet long).
Single Drill Pipe While this length can vary, for the purposes of this section, assume all drill
pipe is this length unless otherwise noted.
Number of Drill Just like calculating the BHA, determining how many joints of drill pipe are
Pipe Needed required can be accomplished since the length of drill pipe needed has been
established. Divide the length of DP required by the length of each joint to
find out the total number of joints needed.
Length Required
=Number of Joints Needed
Joint Length
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 11
Chapter 6 – Drill String Design
Example Calculate the amount of drill pipe needed based on the previous calculation
and length of a single drill pipe.
= ________
Weight per Foot The weight per foot of a drill pipe can be found on the Drill Pipe Weight
of Drill Pipe chart in the appendix. Drill pipe weight can vary. The chart requires the OD
and ID of the drill pipe.
Example
Grade E-75 drill pipe has a 3 ½" connection. The API Drill Pipe Data Sheet,
on page 3 of the Appendix, shows a nominal weight per foot of ________.
Recap This section reviewed the drill pipe portion of the drill string. The total
length of the drill pipe section was calculated as well as the number of joints
of drill pipe needed for the drill string to reach the required depth. Finally,
the nominal weight per foot of the drill pipe can be found in a chart in the
appendix.
The next section covers how to verify the drill string design will work.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 12
Chapter 6 – Drill String Design
Verification
Maximum Pull The maximum pull calculates the weakest point in the string which is also
the greatest amount of weight a joint of drill pipe can take; drill pipe is the
weakest member of any drill string because it has less surface area than a
drill collar.
Example What is the maximum pull of Class 2 G-105 drill pipe with a 3 ½"
connection and has a nominal weight of 13.30? ________
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 13
Chapter 6 – Drill String Design
Overpull Overpull is sometimes known as the safety factor. It is the excess tensile
capacity above the normal working capacity for contingencies such as hole
drag and stuck pipe.
" The maximum drill pipe length is calculated for justification of drill pipe
length. The drill pipe chosen for use in a drill string is based on the OD and
what is available. It is necessary to find out what is available before doing
this calculation.
Maximum Drill This calculation will help determine if the drill string will work within the
Pipe Length customer’s well parameters. To calculate the maximum drill pipe length
subtract the BHA weight from the maximum pull, then subtract the margin
of overpull from that number. Divide the final number by the weight per
foot of the drill pipe.
MaxPull-BHA Weight-Overpull
=Max DP Length
DP Weight Per Foot
Example If the company states to use an overpull of 75,000, the BHA weight is
13,500 pounds and the maximum pull from the last example is used what is
the maximum drill pipe length?
− −
= _________
Compare the answer calculated here to page 11 in this chapter. Is the
number larger or smaller? What does this tell you?
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 14
Chapter 6 – Drill String Design
Compare When the calculation is complete compare the number to the length of drill
Results to Well pipe needed. The value calculated for the maximum drill pipe length must
Data be larger than the value calculated for the length of the drill pipe determined
previously. If this is true the design of the drill string was successful. If this
is not true, it is time do to some troubleshooting.
For example, if the maximum drill pipe length calculated is 20,000 feet and
the calculated length of drill pipe needed is 10,000 the maximum amount of
weight (as determined by length) the string can hold is acceptable within the
depth of the well. Now it can be determined that the drill pipe(and
consequently, the drill string) is likely to be strong enough all the way to the
target depth. The equipment chosen would be an acceptable choice in this
situation.
Recap This section covered the maximum pull and overpull associated with
performing the calculations for verification. Using these figures we
calculated the maximum drill pipe length.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 15
Chapter 6 – Drill String Design
Troubleshooting
Introduction When the verification of drill pipe doesn’t provide sufficient strength it is
necessary to troubleshoot. There are many troubleshooting techniques;
strictly speaking there isn’t a particular method to begin with. There are
proven methods that may help make a minor change instead of changing the
entire drill string. The two methods recommended for novices are to
reconfigure the BHA or substitute different drill pipe.
BHA Weight
If the drill string reaches the required depth but is
too heavy, recalculate the BHA accounting for
bouyancy. Throughout this chapter the BHA
weights calculated have assumed the BHA weight
in the air. In reality the string will be downhole
and in fluid which lessens the effect of the weight
of the compoenents—this is called buoyancy. The
Change the BHA Length buoyancy of a drill string is affected by the mud
weight. A chart located in the Appendix shows the
buoyancy factor as it is related to the mud weight.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 16
Chapter 6 – Drill String Design
"
Make Change
Buoyancy is the weight of the drill string while it is being supported by the
mud downhole.
If these quick fixes don’t provide a solution, it’s time to recalculate the drill
pipe grade, weight, or size. There may be other types of drill pipe available.
For example, if a stronger string is necessary, then increase to a stronger
grade of drill pipe. Then there is more weight and available maximum pull.
Advanced If the drill string is not strong enough to support the BHA and drill pipe to
Troubleshooting the target depth, it may be necessary to use multiple grades, weights, and/or
classes of pipe. This could be due to a depleted or sporadic inventory or
target depth.
MP#1-MP#2
= Minimum Length of Stronger Pipe
Avg. Wt. of MP#1
In the next step, subtract the BHA length from the target depth, then
subtract the answer from the first step. This will provide the length of the
weaker pipe needed.
Once both of the numbers have been calcuated, compare them. If the
required amount of weaker drill pipe (MP#2) is less than the previously
calculated maximum drill pipe length, the drill string will provide the
optimum drill string performance.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 17
Chapter 6 – Drill String Design
Exercise: Drill String Design
Well information has been provided for three locations. Answer the questions for each well
following the steps covered in this chapter. Verify your answers.
1.
Target Depth 10,000 feet
Hole Size 6 ¼"
Drill Collars Twenty-One 4 ¾" OD x 2" ID
Drill Pipe 3 ½" 13.30 G-105 Premium
Overpull 100,000 pounds
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 18
Chapter 6 – Drill String Design
Use this area to work the problem
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 19
Chapter 6 – Drill String Design
2.
Target Depth 17,000 feet
Hole Size 6 ½"
Drill Collars 4 ¾" OD x 2" ID 50#/ft
Overpull 100,000 pounds
WOB 24,000 pounds
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 20
Chapter 6 – Drill String Design
Use this area to work the problem
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 21
Chapter 6 – Drill String Design
3.
Target Depth 12,000 feet
Hole Size 6 ½"
Drill Collars 4 ¾" OD x 2" 50#/ft
Hevi-Wate
Drill Pipe 3 ½" 13.30 G-105 Premium 3 ½
IF
Mud Weight
Overpull 100,000 pounds
WOB 24,000 pounds
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 22
Chapter 6 – Drill String Design
Use this area to work the problem
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 23
Chapter 6 – Drill String Design
4.
Target Depth 17,000 feet
Hole Size 7 ⅞"
Drill Collars 6 ¼" OD x 2 ¾" ID 84#/ft
Overpull 75,000 pounds
WOB 30,000 pounds
Identify the best choice for drill pipe by size, weight, grade
and class.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 24
Chapter 6 – Drill String Design
Use this area to work the problem
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 25
Chapter 6 – Drill String Design
EXTRA CREDIT:
Hint: Try to use a split string using two weights and sizes of drill pipe.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 26
Chapter 6 – Drill String Design
Use this area to work the problem
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 27
Chapter 6 – Drill String Design
Use this area to work the problem
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 27
Chapter 6 – Drill String Design
Appendix
CHAPTER 7
APPENDIX
Topics
API Drill Pipe Data Sheet
Hole Configuration
Drill Collar Weight per Foot
Hevi-Wate Drill Pipe
Buoyancy Factor
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 1
Chapter 7– Appendix
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 2
Chapter 7– Appendix
API Drill Pipe Data Sheet
2 ⅞" 10.40 OH
10.59 E-75 75,000 166,535 143,557
11.09 X-95 95,000 210,945 181,839
11.09 G-105 105,000 233,149 200,980
11.55 S-135 135,000 299,764 258,403
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 3
Chapter 7– Appendix
5" 19.50 NC50(XH)
20.85 E-75 75,000 311,535 270,432
21.45 X-95 95,000 394,612 342,548
21.93 G-105 105,000 436,150 378,605
22.61 S-135 135,000 560,764 486,778
Information is from API RP7G Table 8 and Table 26. This is a guideline only, actual API
documents should be referred to for actual dimensions.
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 4
Chapter 7– Appendix
Hole Configuration
Drill Collars
API Casing Size Drill Pipe Recommended in
Overshot Recommended for Fishing Recommended in
& WT Bit Size Casing
Cased/Open Hole
in lbs OD Max Catch No. Grapple Type Min OD Max OD DP Size TJ OD
9.5/11.6 3 7/8 3 3/4 3 1/16 37585 37590 SH 2 7/8 3 1/16 2 7/8 PAC 3 1/8
4 1/2 13.5 3 3/4 3 3/4 3 1/16 37585 37590 SH 2 7/8 3 1/16 2 7/8 PAC 3 1/8
15.1 3 5/8 3 3/8 2 1/2 C4623 B5091 SH 2 1/4 2 1/2 2 3/8 WFJ 2 1/2
11.50-15 4 1/4 4 1/8 3 1/8 8220 1741 FS 3 3 1/8 2 7/8 PAC 3 1/8
5 18 4 1/8 3 7/8 3 1/8 C1835 B1837 SH 3 3 1/8 2 7/8 PAC 3 1/8
29.3-24.2 4- 3 7/8 3 3/4 3 1/6 37585 37590 SH 2 7/8 3 1/16 2 7/8 PAC 3 1/8
13-17 4 3/4 4 11/16 3- 2 1/32 9109 6662 FS 3 1/4 3 1/2 2 7/8 RFO 3 7/8
13-17 4 3/4 4 11/16 3- 2 1/32 9109 6662 FS 3 1/4 3 1/2 2 3/8 IF 3 1/2
20 4 5/8 4 9/16 3- 2 1/32 C5151 B4339 SH 3 1/4 3 1/2 2 7/8 PAC 3 1/8
5 1/2
20 4 5/8 4 9/16 3- 2 1/32 C5151 B4339 SH 3 1/4 3 1/2 2 7/8 RFO 3 7/8
23-26 4 1/2 4 3/8 3 3/8 9635 4195 FS 3 3 1/4 2 3/8 IF 3 3/8
23-26 4 1/2 4 3/8 3 3/8 9635 4195 FS 3 3 1/4 2 7/8 PAC 3 1/8
32 5 3/8 5 1/8 4 1/4 4716 4674 SH 3 1/2 4 1/8 2 7/8 RFO 3 7/8
6 5/8 32 5 3/8 5 1/8 4 1/4 4716 4674 SH 3 1/2 4 1/8 2 7/8 IF 4 1/8
32 5 3/8 5 1/8 4 1/4 4716 4674 SH 3 1/2 4 1/8 4 1/8
17-23-26 5 3/8 5 3/4 4 3/4 8975 6112 FS 4 4/7 4 3/4 3 1/2 IF 4 3/4
17-23-26 6 1/4- 6 1/8 5 7/8 5 C5171 B4369 SH 4 9/16 5 3 1/2 IF 4 3/4- 4 7/8
7 29-32 6 5 3/4 4 3/4 8975 6112 FS 4 9/16 4 3/4 3 1/2 IF 4 3/4
35 5 7/8 5 3/4 4 3/4 8975 6112 FS 4 1/4 4 1/2 3 1/2 IF 4 3/4
38 5 3/4 5 9/16 4 1/4 5896 165 FS 4 1/8 4 1/4 2 7/8 IF 4 1/8
20-33.7 6 3/4- 6 5/8 6 3/8 5 1/4 6655 4498 SH 4 9/16 5 1/4 3 1/2 IF 4 3/4- 4/78
7 5/8 20-33.7 6 3/4- 6 5/8 6 3/8 5 1/4 6655 4498 SH 4 9/16 5 1/4 4 FH 5 1/4
39 6 1/2- 6 3/8 5 7/8 5 C5171 B4369 SH 4 9/16 5 3 1/2 IF 4 3/4- 4 7/8
24-40 7 7/8- 7 5/8 7 3/8 6 1/4 9692 9687 SH 6 6 1/4 4 1/2 XH 6 1/4
8 5/8
44-49 7 1/2- 7 3/8 7 1/8 6 C5196 B5201 SH 5 1/2 6 4 FH 5 1/4
29.3-36 8 3/4 8 1/8 7 9217 9222 FS 6 7 4 1/2 XH, 5 XH 6 1/2- 6 5/8
40-43.5 8 5/8 8 1/8 7 9217 9222 FS 6 7 4 1/2 XH, 5 XH 6 1/2- 6 5/8
9 5/8
47 8 1/2 8 1/8 7 9217 9222 FS 6 7 4 1/2 XH, 5 XH 6 1/2- 6 5/8
53.5 8 3/8 8 1/8 7 9217 9222 FS 6 7 4 1/2 XH, 5 XH 6 1/2- 6 5/8
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Chapter 7– Appendix
Drill Collar Weight per Foot
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 6
Chapter 7– Appendix
Hevi-Wate Drill Pipe
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 7
Chapter 7– Appendix
Buoyancy Factor
©2008 SMITH International, Inc. BHA & Drill String Fundamentals Page 8
Chapter 7– Appendix