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9. Drillstring & BHA Design 
Habiburrohman abdullah 1
Drill String Design 
• Drill Pipe 
• Pressure Control Equipment 
• Drill String Loads 
• Monitoring Equipment 
2
Bottom-Hole Assembly (BHA) 
Design 
• Purpose 
• Components 
• Assemblies: 
- Slick, Packed, Pendulum, Directional 
• Properties: 
- Weight, Stiffness 
3
Introduction 
• The drillstring design is the mechanical 
linkage connecting the drillbit at the bottom of 
the hole to the rotary drive system on the 
surface. 
• The drillstring has several functions: 
- transmit rotation to the drillbit. 
- exerts weight on bits (WOB) 
- guides & controls trajectory of the bit 
- allows fluid circulation 
4
Drillstring Components 
• The components of drillsting: 
1. Drill Pipe 
2. Drill Collar 
3. Accessories including: 
- HWDP 
- Stabilizers 
- Reamer 
- Directional control equipment 
Figure 1: Drillstring Components 
5
Drill Pipe Selection 
Grade Minimum Yield 
Strength, psi 
Letter Designation Alternate 
Designation 
D D-55 55,000 
E E-75 75,000 
X X-95 95,000 
G G-105 105,000 
S S-135 135,000 
• Only grade E, G and S are actually used in oilwell drilling. 
• API RP7G established guidelines for Drill Pipe as follows: 
- New = no wear, never been used 
- Premium = uniform wear, 80% wall thickness of new pipe 
- Class 2 = 65% wall thickness of new pipe 
- Class 3 = 55% wall thickness of new pipe 
6 
Table 1: DP grade and yield strength
Tool Joints 
• Tool joints are screw-type connectors that 
join the individual joints of drillpipe. 
• All API tool joints have minimum a yield 
strength of 120,000 psi. 
7
Washout in Drillstrings 
• Tool joint failure is one of the main causes of 
fishing jobs in drilling industry. This failure is 
due entirely to the joint threads not holding 
or not being made properly. 
8 
Figure 2: Make Up Torque
Washout in Drillstrings 
• Washout can also develop due to cracks develop 
within drill pipe due to severe drilling vibrations. 
• Washout are usually detected by a decrease in the 
standpipe pressure, between 100 – 300 psi over 5 – 
15 minutes. 
• The life of tool joints can be tripled if the joints if 
hardfaced with composites of steel and tungsteen 
carbide. 
9
Approximate Weight of DP 
and Tool Joint 
• Nominal weight of DP is always less than the actual 
weight of DP and tool joint because of the extra 
weight added by tool joint and due to extra metal 
added at the pipe ends to increase the pipe 
thickness. 
10 
Figure 3: Tool joint dimension
Approximate Weight of DP 
and Tool Joint 
• Calculations of approximate weight of tool joint and DP: 
a) 
b) 
Approximate adjusted weight of DP = Plain end weight + upset weight 
29.4 
( 2 2 
) 
Approximate adjusted weight of tool jo int = 0.222 
x L D - 
d 
x ( D 3 D 3 ) TE x d 2 
x ( D DTE 
) + - - - 
0.167 0.501 
Where : 
L = combined length of pin and box (in) 
D = outside diameter of pin (in) 
d = inside diameter of pin (in) 
DTE = diameter of box at elevator upset (in) 11
Approximate Weight of DP 
and Tool Joint 
c) 
Approximate adjusted weight of DP assembly 
approx adjusted wt DP x approx wt tool jo 
= + 
. . 29.4 . . int 
where, 
12 
tool jo adjusted length 
+ 
29.4 int 
( tool jo int adjusted length = L + 2.253 x D - 
DTE ) ft 
12
Tool Joint Dimension 
13 
Table 2: Tool joint dimension table
Approximate Weight of DP 
and Tool Joint 
• Example 
calculate the approximate weight of tool joint and DP assembly for 5 in 
OD, 19.5 lb/ft Grade E DP having a 6.375 in OD, 3.5 in ID. With NC50 
tool joint. Assume the pipe to be internally-externally upset (IEU) and the 
weight increased due to upsetting to be 8.6 lb. 
• Solution 
Referring to Table 2, NC50, 6.375 in OD, 3.5 in ID tool joint for 19.5 lb/ft 
nominal weight DP is available in grade X95 
Thus L = 17 in ; DTE = 5.125 in 
D = 6.375 in ; and d = 3.5 in 
14
Approximate Weight of DP 
and Tool Joint 
a) Approximate adjusted weight of Tool Joint 
= 0.222 x 17 6.3752 - 3.52 + 0.167 x 6.3753 - 5.1253 - 0.501 x 3.52 x 
6.375 - 
5.125 
= 
b). Approximate adjusted weight of Drill Pipe 
15 
= 0.222 x L (D2 - d 2 )+ 0.167 x (D3 - D3TE )- 0.501 x d 2 x (D- DTE ) 
( ) ( ) ( ) 
lb 
120.27 
= plain - end weight + upset weight 
29.4 
( ) 29.4 
= p 2 - 2 x x + 
=17.93+0.293=18.22 lb / ft 
489.5 8.6 
5 4.276 1 
4 
144
Approximate Weight of DP 
and Tool Joint 
Adjusted length of tool joint: 
= L + 2.253 x D - DTE = 17 + 2.253 x 6.375 - 5.125 
= 
c) Hence, approximate weight of tool joint and DP assembly : 
16 
( ) ( ) 1.651 
12 
12 
x 21.2 lb / ft 
18.22 120.27 = 
+ 
1.651 29.4 
=
Drill Collar (DC) Selection 
• There are two types of DC : 
- Slick DC 
- Spiral DC 
• In areas where differential 
sticking is a possibility 
spiral DC should be used in 
order to minimize contact 
area with formation. 
Figure 4:Type of Drill Collars 17
Drill Collar (DC) Selection 
Table 2: Drill Collar & Hole Size 
18
Procedure for Selecting DC 
1) Determine the Buoyancy Factor (BF) of the mud weight: 
MW = mud weight, ppg 
65.5 = weight of a gallon of steel, ppg 
BF =1- MW 
2) Calculate the required collar length to achieve desired WOB: 
WOB = weight on bit, lbf (x1000) 
Wdc = DC weight in air, lb/ft 
0.85 = safety factor 
BF = buoyancy factor, dimensionless 
Length x BF xW 
3) For directional well: 
I = well inclination 
19 
65.5 
dc 
DC WOB 
0.85 
= 
DC DC Length vertical Length = 
cos 
I
Bending Strength Ratio (BSR) 
• Bending strength ratio defined as the ratio of 
relative stiffness of the box to the pin for a 
given connection. 
• Large OD drill collars provide greater 
stiffness and reduce hole deviation problem. 
20
Stiffness Ratio (SR) 
• Stiffness ratio define as follows: 
SR = Section modulus of lower section tube/section 
modulus of upper section tube 
SR = OD OD - 
ID 
• From field experience, a balance BHA should have: 
- SR = 5.5 for routine drilling 
- SR = 3.5 for severe drilling or significant failure 
rate experience 
21 
( ) 
( 2 
2 ) 
2 
1 2 
2 
1 
2 
2 1 
OD OD - 
ID
Heavy Weight Drill Pipe (HWDP) 
• HWDP has the same OD 
of a standard DP but with 
much reduce inside 
diameter (usually 3”) 
22 
Figure 5:Type of HWDP
Stabilizer 
• Stabilizer tools are 
places above the drill 
bit and along the BHA 
to control hole 
deviation, dogleg 
severity and prevent 
differential sticking. 
• There are two types of 
stabilizer: 
– rotating stabilizer 
– non rotating 
stabilizer 
23 
Figure 6:Type of Stabilizer
Standard BHA Configuration 
• There are five types of BHA configuration: 
1. Pendulum assembly 
2. Packed bottom hole assembly 
3. Rotary build assembly 
4. Steerable assembly 
5. Mud motor and bent sub assembly 
24
Drillstring Design Criteria 
• The criteria used in drillstring design are : 
- Collapse 
- Tension 
- Dogleg Severity Analysis 
25
Collapse Design 
• The criteria to be used as worst case for the 
collapse design of DP is typically a DST. The 
maximum collapse pressure should be determined 
for an evacuated string, with mud hydrostatic 
pressure acting on the outside of the DP. 
• A design factor is used in constructing the collapse 
design line. The design factor to be used for this full 
evacuation scenario is 1.0. 
26
Collapse Calculation 
1. DST (Drill Stem Test) 
P L xr1 L Y xr2 c 
= - - 
• Where: 
- Pc = collapse pressure (psia) 
- Y = depth to fluid inside DP (f) 
- L = total depth of well (ft) 
- r1 = fluid density outside DP (ppg) 
- r1 = fluid density inside DP (ppg) 
27 
( ) 
19.251 19.251
Collapse Calculation 
2. Design Factor in Collapse 
DF = collapse resis ce of Drillpipe 
a DF of 1.125 is normally used 
28 
( ) 
tan 
collapse pressure Pc
Tension Design 
• The tension load is evaluated using the 
maximum load concept. Buoyancy is included 
in the design to represent realistic drilling 
condition. 
• The tension design is established by 
consideration of the following : 
- tensile force 
- design factor 
- slip crushing design 29
Tension Design 
(Tensile Force) 
Weight Carried 
• The greatest tension (P) on drillstring 
occurs at top joint at the maximum 
drilled depth. 
P = [(Ldp xWdp + Ldc xWdc )]x BF 
Where : 
Ldp = length of DP per foot 
Wdp = weight of DP per unit length 
Ldc = length of DC per foot 
Wdc = weight of DC per unit length 
BF = Buoyancy Factor 30
Tension Design 
(Tensile Force) 
• The drillstring should not be designed to its 
maximum yield strength to prevent the DP 
from yielding and deforming. At yield, the DP 
will have: 
– Deformation made up of elastic and plastic (permanent) 
deformation. 
– Permanent elongation. 
– Permanent bend & it may be difficult to keep it straight. 
31
Tension Design 
(Tensile Force) 
• To prevent this, API recommends that the use of maximum 
allowable design load (Pa), given by : 
Where : 
- Pa = max. allowable design load in tension, lb 
- Pt = theoretical yield strength from API tables, lb 
- 0.9 = a constant relating proportional limit to yield strength 
32 
Pa = 0.9 x Pt
Tension Design 
(Tensile Force) 
• From above (tensile force) equation, we 
obtain: 
MOP = Pa – P 
DF = Pa / P 
where : 
MOP = margin of overpull, lbs 
DF = design factor, dimensionless 
33
Dogleg Severity Analysis 
• The most common DP failure is 
fatigue wear. Fatigue is 
tendency of material to fracture 
under repeated cyclic stress 
and chemical attack. 
• A DP fatigue wear generally 
occurs because the outer wall 
of the pipe in a dogleg is 
stretched resulting in additional 
tension loads. 
34
Dogleg Severity Analysis 
• The maximum possible dogleg severity for 
fatigue damage considerations can be 
calculated using the following formula: 
35 
x KL 
KL 
MaxD x b 
ED 
s 
432,000 s tanh 
p 
=
END 
36

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Drillstring & BHA Design

  • 1. 9. Drillstring & BHA Design Habiburrohman abdullah 1
  • 2. Drill String Design • Drill Pipe • Pressure Control Equipment • Drill String Loads • Monitoring Equipment 2
  • 3. Bottom-Hole Assembly (BHA) Design • Purpose • Components • Assemblies: - Slick, Packed, Pendulum, Directional • Properties: - Weight, Stiffness 3
  • 4. Introduction • The drillstring design is the mechanical linkage connecting the drillbit at the bottom of the hole to the rotary drive system on the surface. • The drillstring has several functions: - transmit rotation to the drillbit. - exerts weight on bits (WOB) - guides & controls trajectory of the bit - allows fluid circulation 4
  • 5. Drillstring Components • The components of drillsting: 1. Drill Pipe 2. Drill Collar 3. Accessories including: - HWDP - Stabilizers - Reamer - Directional control equipment Figure 1: Drillstring Components 5
  • 6. Drill Pipe Selection Grade Minimum Yield Strength, psi Letter Designation Alternate Designation D D-55 55,000 E E-75 75,000 X X-95 95,000 G G-105 105,000 S S-135 135,000 • Only grade E, G and S are actually used in oilwell drilling. • API RP7G established guidelines for Drill Pipe as follows: - New = no wear, never been used - Premium = uniform wear, 80% wall thickness of new pipe - Class 2 = 65% wall thickness of new pipe - Class 3 = 55% wall thickness of new pipe 6 Table 1: DP grade and yield strength
  • 7. Tool Joints • Tool joints are screw-type connectors that join the individual joints of drillpipe. • All API tool joints have minimum a yield strength of 120,000 psi. 7
  • 8. Washout in Drillstrings • Tool joint failure is one of the main causes of fishing jobs in drilling industry. This failure is due entirely to the joint threads not holding or not being made properly. 8 Figure 2: Make Up Torque
  • 9. Washout in Drillstrings • Washout can also develop due to cracks develop within drill pipe due to severe drilling vibrations. • Washout are usually detected by a decrease in the standpipe pressure, between 100 – 300 psi over 5 – 15 minutes. • The life of tool joints can be tripled if the joints if hardfaced with composites of steel and tungsteen carbide. 9
  • 10. Approximate Weight of DP and Tool Joint • Nominal weight of DP is always less than the actual weight of DP and tool joint because of the extra weight added by tool joint and due to extra metal added at the pipe ends to increase the pipe thickness. 10 Figure 3: Tool joint dimension
  • 11. Approximate Weight of DP and Tool Joint • Calculations of approximate weight of tool joint and DP: a) b) Approximate adjusted weight of DP = Plain end weight + upset weight 29.4 ( 2 2 ) Approximate adjusted weight of tool jo int = 0.222 x L D - d x ( D 3 D 3 ) TE x d 2 x ( D DTE ) + - - - 0.167 0.501 Where : L = combined length of pin and box (in) D = outside diameter of pin (in) d = inside diameter of pin (in) DTE = diameter of box at elevator upset (in) 11
  • 12. Approximate Weight of DP and Tool Joint c) Approximate adjusted weight of DP assembly approx adjusted wt DP x approx wt tool jo = + . . 29.4 . . int where, 12 tool jo adjusted length + 29.4 int ( tool jo int adjusted length = L + 2.253 x D - DTE ) ft 12
  • 13. Tool Joint Dimension 13 Table 2: Tool joint dimension table
  • 14. Approximate Weight of DP and Tool Joint • Example calculate the approximate weight of tool joint and DP assembly for 5 in OD, 19.5 lb/ft Grade E DP having a 6.375 in OD, 3.5 in ID. With NC50 tool joint. Assume the pipe to be internally-externally upset (IEU) and the weight increased due to upsetting to be 8.6 lb. • Solution Referring to Table 2, NC50, 6.375 in OD, 3.5 in ID tool joint for 19.5 lb/ft nominal weight DP is available in grade X95 Thus L = 17 in ; DTE = 5.125 in D = 6.375 in ; and d = 3.5 in 14
  • 15. Approximate Weight of DP and Tool Joint a) Approximate adjusted weight of Tool Joint = 0.222 x 17 6.3752 - 3.52 + 0.167 x 6.3753 - 5.1253 - 0.501 x 3.52 x 6.375 - 5.125 = b). Approximate adjusted weight of Drill Pipe 15 = 0.222 x L (D2 - d 2 )+ 0.167 x (D3 - D3TE )- 0.501 x d 2 x (D- DTE ) ( ) ( ) ( ) lb 120.27 = plain - end weight + upset weight 29.4 ( ) 29.4 = p 2 - 2 x x + =17.93+0.293=18.22 lb / ft 489.5 8.6 5 4.276 1 4 144
  • 16. Approximate Weight of DP and Tool Joint Adjusted length of tool joint: = L + 2.253 x D - DTE = 17 + 2.253 x 6.375 - 5.125 = c) Hence, approximate weight of tool joint and DP assembly : 16 ( ) ( ) 1.651 12 12 x 21.2 lb / ft 18.22 120.27 = + 1.651 29.4 =
  • 17. Drill Collar (DC) Selection • There are two types of DC : - Slick DC - Spiral DC • In areas where differential sticking is a possibility spiral DC should be used in order to minimize contact area with formation. Figure 4:Type of Drill Collars 17
  • 18. Drill Collar (DC) Selection Table 2: Drill Collar & Hole Size 18
  • 19. Procedure for Selecting DC 1) Determine the Buoyancy Factor (BF) of the mud weight: MW = mud weight, ppg 65.5 = weight of a gallon of steel, ppg BF =1- MW 2) Calculate the required collar length to achieve desired WOB: WOB = weight on bit, lbf (x1000) Wdc = DC weight in air, lb/ft 0.85 = safety factor BF = buoyancy factor, dimensionless Length x BF xW 3) For directional well: I = well inclination 19 65.5 dc DC WOB 0.85 = DC DC Length vertical Length = cos I
  • 20. Bending Strength Ratio (BSR) • Bending strength ratio defined as the ratio of relative stiffness of the box to the pin for a given connection. • Large OD drill collars provide greater stiffness and reduce hole deviation problem. 20
  • 21. Stiffness Ratio (SR) • Stiffness ratio define as follows: SR = Section modulus of lower section tube/section modulus of upper section tube SR = OD OD - ID • From field experience, a balance BHA should have: - SR = 5.5 for routine drilling - SR = 3.5 for severe drilling or significant failure rate experience 21 ( ) ( 2 2 ) 2 1 2 2 1 2 2 1 OD OD - ID
  • 22. Heavy Weight Drill Pipe (HWDP) • HWDP has the same OD of a standard DP but with much reduce inside diameter (usually 3”) 22 Figure 5:Type of HWDP
  • 23. Stabilizer • Stabilizer tools are places above the drill bit and along the BHA to control hole deviation, dogleg severity and prevent differential sticking. • There are two types of stabilizer: – rotating stabilizer – non rotating stabilizer 23 Figure 6:Type of Stabilizer
  • 24. Standard BHA Configuration • There are five types of BHA configuration: 1. Pendulum assembly 2. Packed bottom hole assembly 3. Rotary build assembly 4. Steerable assembly 5. Mud motor and bent sub assembly 24
  • 25. Drillstring Design Criteria • The criteria used in drillstring design are : - Collapse - Tension - Dogleg Severity Analysis 25
  • 26. Collapse Design • The criteria to be used as worst case for the collapse design of DP is typically a DST. The maximum collapse pressure should be determined for an evacuated string, with mud hydrostatic pressure acting on the outside of the DP. • A design factor is used in constructing the collapse design line. The design factor to be used for this full evacuation scenario is 1.0. 26
  • 27. Collapse Calculation 1. DST (Drill Stem Test) P L xr1 L Y xr2 c = - - • Where: - Pc = collapse pressure (psia) - Y = depth to fluid inside DP (f) - L = total depth of well (ft) - r1 = fluid density outside DP (ppg) - r1 = fluid density inside DP (ppg) 27 ( ) 19.251 19.251
  • 28. Collapse Calculation 2. Design Factor in Collapse DF = collapse resis ce of Drillpipe a DF of 1.125 is normally used 28 ( ) tan collapse pressure Pc
  • 29. Tension Design • The tension load is evaluated using the maximum load concept. Buoyancy is included in the design to represent realistic drilling condition. • The tension design is established by consideration of the following : - tensile force - design factor - slip crushing design 29
  • 30. Tension Design (Tensile Force) Weight Carried • The greatest tension (P) on drillstring occurs at top joint at the maximum drilled depth. P = [(Ldp xWdp + Ldc xWdc )]x BF Where : Ldp = length of DP per foot Wdp = weight of DP per unit length Ldc = length of DC per foot Wdc = weight of DC per unit length BF = Buoyancy Factor 30
  • 31. Tension Design (Tensile Force) • The drillstring should not be designed to its maximum yield strength to prevent the DP from yielding and deforming. At yield, the DP will have: – Deformation made up of elastic and plastic (permanent) deformation. – Permanent elongation. – Permanent bend & it may be difficult to keep it straight. 31
  • 32. Tension Design (Tensile Force) • To prevent this, API recommends that the use of maximum allowable design load (Pa), given by : Where : - Pa = max. allowable design load in tension, lb - Pt = theoretical yield strength from API tables, lb - 0.9 = a constant relating proportional limit to yield strength 32 Pa = 0.9 x Pt
  • 33. Tension Design (Tensile Force) • From above (tensile force) equation, we obtain: MOP = Pa – P DF = Pa / P where : MOP = margin of overpull, lbs DF = design factor, dimensionless 33
  • 34. Dogleg Severity Analysis • The most common DP failure is fatigue wear. Fatigue is tendency of material to fracture under repeated cyclic stress and chemical attack. • A DP fatigue wear generally occurs because the outer wall of the pipe in a dogleg is stretched resulting in additional tension loads. 34
  • 35. Dogleg Severity Analysis • The maximum possible dogleg severity for fatigue damage considerations can be calculated using the following formula: 35 x KL KL MaxD x b ED s 432,000 s tanh p =