Professional Documents
Culture Documents
Third year
CHAPTER ONE
DRILL BITS
INSTRUCTOR :ZAHIR KHALID
Contents
❑ In particular attention should be placed on the details such as the premature failure of bits, reasons drill bits
pulled, dull characteristics of inserts: whether the inserts were worn or broken.
Data required for the correct bit selection include the following:
3. Well profile
1 Bit Selection Guidelines
❑ Formation characteristics should be studied in detail to assess the type of cutting structure required to successfully drill the
formation. The existence of abrasive and hard minerals such as chert or pyrite nodules should be identified.
❑ Gauge protection (which determines the final hole size) is particularly critical in abrasive formations where the gauge
could be lost very quickly resulting in an under gauge hole which requires reaming during the next bit run.
❑ In drilling directional wells the Contractor should be asked to provide an assessment of the required BHA changes, motor
requirements and any limitations on bit operating parameters which may impact on the selection of bits.
❑ When using a mud motor in the assembly all tri-cone bits should have a motor bearing system which allows extended
use at high motor RPM‘s or a fixed cutter bit should be selected.
❑ The jet system of the bit: When drilling soft shale sections where the major limitations on ROP is bottom hole and cutter
cleaning, the use of centre jet, extended jets or lateral jet bits should be considered.
2.0 ROLLER CONE BITS
2.1 BASIC FEATURES
❑ cone bits are made up of (usually) three equal-sized cones and
three identical legs which are attached together with a pin
connection. Each cone is mounted on bearings which run on a
pin that forms an integral part of the bit leg.
❑ The three legs are welded together and form the cylindrical
section which is threaded to make a pin connection.
❑ Each leg is provided with an opening for fluid circulation. The
size of this opening can be reduced by adding nozzles of
different sizes.
❑ Nozzles are used to provide constriction in order to obtain high
jetting velocities necessary for efficient bit and hole cleaning.
The following factors are considered when designing and manufacturing a three-cone bit:
• Journal angle
• Offset between cones
• Teeth
• Bearings
The geometry of the cones and of the bit body depend on:
• Journal Angle
• Cone Profile
• Offset Angle
3.0 MILLED TOOTH BITS
The geometry and composition of the teeth depend on:
• Journal Angle
• Angle of Teeth
• Length of Teeth
• Number of Teeth
• Spacing of Teeth
• Shape of Teeth
• Tooth Hard facing
❑ The journal angle determines how much WOB the drill bit can sustain; the larger the angle the greater the WOB. The
smaller the journal angle the greater is the gouging and scraping actions produced by the three cones.
❑ The optimum journal angles for soft and hard roller cone bits are 33 degrees and 36 degrees, respectively.
3.2 CONE PROFILE
The cone profile determines the durability of the drill bit. Cones with flatter profile are more durable but give lower ROP,
whilst a rounded profile delivers a faster ROP but is less durable.
If the cone is offset from the bit centre, then when the drill bit is rotated from surface, the
cone attempts to rotate around its own circle which is not centred at the bit centre.
The cone is forced by the much bigger drill string to rotate about the centre line of the bit and drill string and this results in
the cone slipping as it is rotating. This slipping produces tearing and gouging actions which are beneficial in drilling soft
rocks as it removes a larger volume of rock.
The amount of offset is directly related to the strength of rock
being drilled. Soft rocks require a higher offset to produce
greater scraping and gouging actions. Hard rocks require
less offset as rock breakage is dependent on crushing and
chipping actions rather than gouging, Figure 9.4. Cone offset
increases ROP but also increases tooth wear, especially in the
gauge area, and increases the risk of tooth breakage.
❑ Hard rock bits therefore have much shorter (and more) teeth with a larger
bearing area., therefore the short teeth will be less likely to break when
they are subjected to drilling loadings. The teeth apply load over a much
larger area and break the rock by a combination of crushing, creation of
fractures and chipping.
3.5 TOOTH NUMBER AND SPACING
➢ Soft rock requires long and a few teeth allowing the WOB to be distributed over fewer teeth. The teeth are widely
spaced to reduce the risk of the bit being balled up when drilling water sensitive clays and shales.
➢ Wider spacing also allows the rows of teeth from one cone to engage into the space of equivalent row of the adjacent
cone and thereby help to self clean the cutting structure of any build up of drilled cuttings.
➢ For hard formations, the teeth are made shorter, heavier and more closely spaced to withstand the high compressive
loads required to break the rock.
Viewed from the side most teeth appear like an A without the
crosspiece 1. There are other design such as the T-,U-, or W-
shape which are more durable and are usually found at the
gauge area of the bit. Figure 9.6 shows this.
3.7 TOOTH HARDFACING
❑ To increase the life of the cutting tooth, hard metal facing (usually tungsten carbide) was initially applied to one side of
the tooth to encourage preferential wear of the tooth. As the bit drills away, the tooth wears on one side (the uncovered
steel side) thereby always leaving a sharp cutting edge on the metal faced side. This style is known as self-sharpening
hardfacing.
❑ Nowadays, most toothed bits use Full Coverage Hardfacing, in which the entire tooth is covered with hard metal.
This practice provides greater durability of the tooth and offers sustained ROP’s.
The cutting structure of insert bit relies on using tungsten carbide inserts which are pressed into pre-drilled holes in
the cones of the bit. The following relates to the various design features of inserts which are designed to suit various
rock types.
INSERT SHAPE
❑ In soft, poorly consolidated formations the chisel shape is more
efficient at penetrating the formation than a more rounded conical
shape. Figure 9.10 a shows five shapes.
The bearings must take the loads generated as the bit cutting structure (and gauge area) engage with the formation as
weight (on bit) is applied. These loads cane be resolved into radial and axial forces. The principal radial load is taken
by the main journal and the axial load by the thrust face and, in some cases, the ball bearings.
There are two bearing types, roller and friction (or journal). Roller bearings may be sealed or unsealed whilst
friction bearings are always sealed. In roller bearings, the loads applied to the cutting structure is transmitted to the
journal through a series of rollers, see Figure 9.13. There may be one, two or three of these roller races depending upon
the size of the bit.
The main feature of the friction or journal bearing (Figure 9.13) that distinguishes it from roller bearings is that the
load placed on the cutting structure is transmitted directly to the journal over a wide surface area.
Friction bearing journal experiences a more even, continuous load compared to roller bearings and can handle high
drilling loads. In contrast, the journal surface on a roller bearing bit is subjected to cyclic loading as each roller passes
over a given point. With time and at high loads, the roller bearings surface will fail in fatigue.
Small diameter friction bearing bits can handle relatively high rpm without suffering the damaging high temperatures
that would occur with the same rpm on a larger diameter friction bearing bit.
Because of the above, roller bearings are the common bearing down to 12 ¼" diameter and friction bearings are the
standard up to this size; 12 ¼" is the cross-over from friction to roller. Friction bearing bits are always sealed: the close
tolerances and the area contact lead to rapid wear if solid contaminants, such as cuttings or mud solids, get into the
bearing. Roller bearing bits can tolerate such contamination more readily and so may be left unsealed.
Thus zero differential pressure is maintained across the seal at all times. Some leakage of the grease may occur due to rapid
pressure changes resulting from axial movement of the cone on the journal. The grease reservoir has enough fluid to allow
for minor leakages.
4.8 SEALS
Most bits have their bearings sealed (Figure 9.13) from the mud using a variety of designs including 1: ‘O’ Ring and
Radial, V-Ramp Seal, Wave Seal (shaped seal pushing pockets of grease around the sealing area) and Metal Face Seal.
Seals should offer resistance to abrasion by mud solids and cuttings and resistance to temperature, both in situ and that
generated by sliding.
5.0 IADC BIT CLASSIFICATION FOR ROLLER CONE BITS
➢ In 1972, the International Association of Drilling Contractors (IADC) established a three code system for roller cone bits.
➢ The first code or digit defines the series classification relating to the cutting structure. The first code carries the numbers
1 to 8.
➢ For milled tooth bits, the first code carries the numbers 1 to 3, which describes soft, medium and hard (and semi-abrasive
or abrasive) rocks respectively. This number actually signifies the compressive strength of rock.
➢ For insert bits, the first code carries the numbers 4-8.
➢ The second code relates to the formation hardness subdivision within each group and carries the numbers 1 to 4. These
numbers signify formation hardness, from softest to hardest within each series. The second code is a subdivision of the
first code (1 to 8)
➢ The third code defines the mechanical features of the bit such as non-sealed or sealed bearing. Currently there are seven
subdivisions within the third code:
As an example, a code of (121) indicates
A PDC bit employs a large number of cutting elements, each called a PDC cutter. The PDC cutter is made by bonding a
layer of polycrystalline man-made diamond to a cemented tungsten carbide substrate in a high pressure, high temperature
process. The diamond layer is composed of many tiny diamonds which are grown together at random orientation for
maximum strength and wear resistance.
The bit body may be milled from steel (steel-bodied bits) or constructed in a cast from tungsten carbide (matrix bit).
From a practical standpoint, steel bodies bit are preferable as they can be easily repaired but suffer from erosion.
Matrix bits are more resistant to erosion but are prone to bit balling in soft clay formations due to their low blade
height compared with steel bodied bits.
❑ Soft rocks can be penetrated easily and hence fewer cutters are used on soft PDC bits as each cutter removes a greater
depth of cut.
❑ More cutters must be added to hard PDC bits for harder formation to compensate for the smaller depth of cut.
2. Cutter Size
Large cutters are used on softer formation bits and smaller cutters on the harder formation bits. Usually a range of sizes is
used, from 8mm to 19mm is used on any one bit.
3. Back Rake
➢Cutter orientation is described by back rake and side rake angles. Back rake is the angle presented by the face of the
cutter to the formation and is measured from the vertical, see Figure 9.14.
➢ The magnitude of rake angle affects penetration rate and cutter resistance to wear.
➢ As the rake angle increase, ROP decreases but the resistance to wear increases as the applied load is now spread
over a much larger area.
➢ PDC cutters with small back rakes take large depths of cut and are therefore more aggressive, generate high torque,
and are subjected to accelerated wear and greater risk of impact damage. Cutters with high back rake have the reverse
of the above.
➢ Back rake angles vary between, typically, 15 to 45. They are not constant across the bit, nor from bit to bit.
4. Side Rake
Side rake is an equivalent measure of the orientation of the cutter from left to right. Side rake angles are usually small.
The side rake angle assists hole cleaning by mechanically directing cuttings toward the annulus.
5. Cutter Shape: The edge of the cutters may be beveled or chamfered to reduce the damage caused by impacts.
1.Number of Blades:
❑ Using the same analogy for roller cone bits, a PDC bit designed for soft rocks has a fewer blades (and cutters) than one
designed for hard rocks.
❑ The soft formation PDC bit will therefore have a large junk slot area to remove the large volume of cut rock and to reduce
bit balling in clay formations, Figure 9.15 a.
❑ A hard PDC bit with many blades requires many small cutters, each cutter removing a small amount of rock, Figure 9.15 b.
2.Blade Height
A soft formation PDC bit will have a lager blade height than a hard PDC bit with a consequent increase in junk
slot area. Higher blades can be made in steel bodied- bits than matrix bits, because of the greater strength of
steel over that of matrix.
3.Blade Geometry
PDC bits can be manufactured with a variety of blade shapes ranging from straight to complex curve shapes.
Experience has shown that curved blades provide a greater stability to the bit especially when the bit first
contacts the rock.
4.Bit Profile
Bit profile affects both cleaning and stability of the bit. The two most widely used profiles are: double cone and
shallow cone, Figure 9.16.
This is important for steerability. Shorter bits are more steerable. The two bits on the left of Figure 9.17 are sidetrack bits,
with a short, flat profile. The ‘Steering Wheel’ bit on the right of Figure 9.17 is designed for general directional work.
.
6.Bit Style
When all of the above features are put together, a variety of bit styles emerge as shown in Figure 9.18.
For hard rocks, PDC bits will have more blades, with smaller and more numerous cutters, and this trend
continues to the heavy set bits on the extreme right of Figure 9.18.
6.3 PDC BITS APPLICATIONS
A thorough review of the economics of running a PDC bit needs to be performed prior to selection due to its increased cost.
The following guidelines list the typical applications of PDC bits.
1) PDC bits are typically useful for drilling long, soft to medium shale sequences which have a low abrasively. In such
formations they typically exhibit high ROP and extended life enabling entire sections to be drilled on one run.
2) PDC bits are not usually appropriate for highly abrasive well cemented sand sequences. When drilling tight formations
the incidence of PDC chipping and breaking is dramatically increased resulting in less than expected ROP and bit life.
3) When drilling heterogeneous formations containing alternating shales and or shale limestone sequences the use of
hybrid PDC bits is encouraged. This bit incorporates the use of back-up diamond studs behind the PDC cutter. When
drilling harder abrasive strings, the diamond stud absorbs the increased weight required to drill the stringer and
prevents premature damage and wear to the PDC cutter.
4) The use of bladed hybrid PDC bits is recommended for drilling hard formations. The deep watercourse on these bits
enable optimum fluid flow across the cutter to efficiently reduce the friction temperatures induced. This efficient cooling
will help minimize fracture of the PDC cutters.
6.4 RUNNING PDC BITS
The following guidelines are produced to highlight the major considerations when running a PDC bit in order to achieve
optimum performance.
1. Junk in Hole: Make sure the bottom of the hole is free of junk and debris as the PDC cutters will be destroyed if
drilling steel elements are left in the hole.
2. Fully evaluate the previous bit for gauge deterioration. The new PDC bits should not be used for reaming as this
will result in possible chipping of the PDC cutters and will wear out the gauge before reaching bottom and commencing
drilling.
3. Bit Preparation: put the bit into the bit breaker and make up to same torque as rock bit, having first removed the
rotary bushing from the rotary table.
4. Use of mud screens: To prevent nozzle plugging due to foreign objects in drilling field, install a Kelly mud screen
prior to circulating the drilling fluid.
5. Tripping Procedures
(a) When running in hole, extreme caution should be exercised when tripping through the open hole section. The driller
should be advised to slow the running speed in open hole.
6.4 RUNNING PDC BITS
(b) Be cautious of any tight spots (Drag). All tight spots should be very carefully reamed with full circulation, very
low WOB and RPM. The tight spot should be reamed carefully to ensure clean gauge hole.
(c) Reaming should be eliminated when possible. Do not ream long intervals with PDC bits. During reaming, gauge
cutters absorb all the applied weight. If considerable reaming is needed in medium hard and abrasive formations, the
bit should be pulled and a tricone bit used for reaming purposes.
(d) Do not apply more than 5000 pounds WOB when reaming. The rotary speed should not be more than 50 to 60
rpm.
(e)It is recommended to ream the last joint to bottom in order to avoid nozzle plugging from any down hole fill.
(f)Use the lightest bit weight possible to locate the bottom of the hole and then pull one or two feet off the bottom.
Circulate at full rate for 10-15 minutes.
6. Initial Drilling Procedures
(a) The rotary should be kicked in before the bit touches bottom. Let the bit touch bottom lightly and put 2000-4000
pounds of weight on the bit with 50 to 60 rpm. Set desired standpipe pressure and flow rate for cleaning power.
(b)Once the bit has been bedded in, a Drill-Off Test should be performed where appropriate to determine the optimum
drilling parameters to be run. This should be repeated after any major change in lithology which is prognosed to persist
over a considerable interval.
7.0 DIAMOND AND TSP BITS
Diamond is the hardest mineral known to man with a value of 10 on the Mohs scale of mineral hardness. Diamond also
posses the highest thermal conductivity of any other mineral allowing it to dissipate heat very quickly. This is a
desirable property from a cutting element to prevent it from burning or thermal fracture due to overheating.
1. When drilling highly abrasive formations, high diamond density bits should be used. For formations which exhibit
medium abrasiveness a light to medium density bit may be used.
2. When using a turbine in conjunction with a diamond bit, TSP diamonds are preferred due to their increased temperature
stability.
3. A bit with a turbine sleeve type body with a long tapered profile should be considered for turbine applications.
9.1 THE IADC SYSTEM FOR ROLLER CONE BITS
The format of the dull grading system is shown in Figure 9.20. It contains all the codes needed to dull grade roller cone
bits, as described below:
1. Column 1(I) is used to report the condition of the cutting structure on the
inner 2/3rds of the bit.
Insert Bits
0 - indicates no lost, worn and/or broken inserts
8 - indicates total reduction of cutting structure due to lost, worn and/or
broken inserts.
3. Column 3 (D) uses a two-letter code to indicate the major dull characteristics of the cutting structure. Figure 9.20
lists the two letter codes for the dull characteristics to be used in this column.
4. Column 4 (L) uses a letter code to indicate the location on the face of the bit where the major cutting structure
dulling characteristics occurs.
Figure 9.20 lists the codes to be used for describing locations on roller cone bits.
5. Column 5 (B) uses a letter or a number code, depending on bearing type, to indicate bearing condition on roller cone
bits. For non-sealed bearing roller cone bits a linear scale from 0-8 is used to indicate the amount of bearing life that has
been used. A ‘0’ indicates that no bearing life has been used (a new bearing), and an ‘8’ indicates that all of the bearing
life has been used (locked or lost). For sealed bearing (journal or roller) bits a letter code is used to indicate the condition
of the seal. An ‘E’ indicates an effective seal, and a ‘F’ indicates a failed seal(s).
6. Column 6 (G) is used to report on the gauge of the bit. The letter ‘I’ indicates no gauge reduction. If the bit does not
have a reduction in gauge it is recorded in 1/16th of an inch. The ‘2/3rds rule’ will be used for three-cone bits.
Note The 2/3rds Rule, as used for three-cone bits, requires that the gauge ring be pulled so that it contacts two of
the cones at their outer most points. Then the distance between the outermost point of the third cone and the
gauge ring is multiplied by 2/3rds and rounded to the nearest 1/16th of an inch to give the correct diameter
reduction.
7. Column 7 (O) is used to report any drilling characteristics of the bit, in addition to the major cutting structure dulling
characteristics listed in Column 3 (D). Note that this column is not restricted to only cutting structure dulling
characteristics. Use the two-letter codes in column 3 to report drilling characteristics for column 7.
8. Column 8 (R) is used to report the reason for pulling the bit out of the hole.
Figure 9.20 lists the two or three-letter codes to be used in this column.
9.2 IADC SYSTEM FOR FIXED CUTTER BITS
The format of the dull grading system is shown in Figure 9.20 and Figure 9.21. These figures contain all the codes
needed to dull grade fixed cutter bits, as described below.
1. Column 1 (I) of Figure 9.20 is used to report the condition of the cutting structure on the inner 2/3rds of the bit.
2. Column 2 (O) is used to report the condition of the cutting structure on the outer 1/3rd of the bit.
In columns 1 and 2 a linear scale from 0-8 is used to describe the condition of the cutting structure, based on the initial
usable cutter height.
The amount of cutter wear represented by 0 through 7 is shown schematically in Figure 9.21. An ‘8’ means there is no
cutter left. This same scale is used for TSP and natural diamond bits, with ‘0’ meaning - no wear, ‘4’ meaning -50% wear,
and so on.
When grading a dull PDC bit, the average amount of wear in each area should be recorded. For example, in Figure 9.21,
the five cutters in the inner area would be graded a ‘2’. This is calculated by averaging the grades of the individual cutters
in the inner area as follows:
The same procedure in roller cone bits is used for
fixed cutter bit to evaluate the other columns in
the IADC Dull Grading system.
10.0 DRILLING COST CALCULATIONS
Equation (9.1)shows that cost/ft is controlled by five variables and for a given bit cost (B) and hole section (F), cost/ft
will be highly sensitive to changes in rig cost per hour (R), trip time (T) and rotating time (t).
The trip time (T) is the sum of RIH and POH times. If the bit is pulled out for some reason, say, to casing shoe for a wiper
trip, such duration, if added, will influence the total trip time (T) and, in turn, cost/ft.
Bit performance, therefore, can be changed by some arbitrary factor and for accurate comparisons of different bit types,
the tip time should be based on the time required for straight RIH and POH. Rotating time is the total time the drill bit is
rotating on bottom while drilling.
Example 9.1: Calculation of Cost /ft
Determine the cost/ft for the following bit types which were used to drill the same type of formation in three wells.
Which bit would you select for the next well?
On the basis of cost/ft, bit type XX is more economical than bit XY and
should be used in the next well.