MSc. Thesis - Marco Cespedes (Final)
MSc. Thesis - Marco Cespedes (Final)
MASTER’S THESIS
Study program/ Specialization:
Spring semester, 2012
M.Sc. Petroleum Engineering
Open access
Drilling Engineering
Writer:
Faculty supervisor:
This thesis presents a numerical method developed at the University of Stavanger (programmed
in MatLab), for calculating the behavior of elastic drill strings when exposed to the forced
movement at the top (platform heave movement). The method is restricted to treating only one-
dimensional waves, travelling along the string axis. It considers all the elastic effects and some
of the effects of friction, such as contact friction and viscous friction inside the drill string. The
down hole oscillations of the drill string drill bit and the pressure fluctuations below the bit were
calculated, assuming that the pressure is generated by forcing the mud to flow up and down the
annulus as the bit moves down and up, respectively.
The basic well case consists of a “Build and Hold” directional well, where the well is drilled
vertically 500 m to the KOP, where the well is smoothly deflected until a maximum desired
deviation. The established deviation is maintained while drilling to the target depth. The drill
string has a 5” DP section, a 200 m 8” BHA section, and a 12” drill bit. The wellbore is partly
cased, and the mud properties are considered as standard. Several scenarios were simulated in
order to evaluate the effects of the drill string length, deviation, wave conditions, amount of
numerical segments, etc. upon the pressure fluctuations and bit movement. As expected the
pressure fluctuations and bit movement increases when the wave conditions are harsher, more
accuracy is obtained when the amount of numerical segments is increased, and longer wells with
high deviation damp down the bit movement due to the increased contact friction, thus also the
pressure fluctuations.
The results obtained by the method can be regarded as conservative, since the actual pressure
fluctuations probably will be less than the ones calculated here. Thus, they still can be used for
better planning of drilling operations, and a better understanding of the drill string oscillations,
giving an enhanced wellbore pressure profile management, and a strong indication that in very
sensitive reservoirs a heave compensated drill floor could be used to drill more efficiently and
safely.
I would like to express special gratitude to God for his guidance and allowing my
steps in life go firmly and with good. To my parents, Uldarico and Carmen, as
examples of perseverance and dedication when teaching me that success always
come when one never back down. Thanks to my brother Ariel for his unconditional
support and friendship through all my life; and my young sister Lupe so this
achievement may serve her as example and motivation. At last, but not less
important, to Monphen for her unconditional support and love that make me want
to be a better man for her.
Gratitude to my supervisor Erik Skaugen, one of the smartest persons I have ever
met; who without his guidance and advices this thesis would have never been
accomplished. Also all my fellow students and friends met throughout my studies;
from who I have learnt a lot.
Finally, to my beloved country Bolivia and all the people left there in this pursue.
Marco
As the use of floating drilling vessels began, due to the interest in deep waters; problems related
to heave motion appeared which adversely affect drill string operations. Some of these were: sub
optimal drilling operations (bit on bottom) due to fluctuation of WOB, reaming operations which
require very low WOB and a smooth, uniform rate of lowering, setting packers or seal
assemblies, directional surveys which require the drill string to be held stationary, and severe
vessel heave causing drilling operations to stop altogether as safety becomes compromised.
Therefore, in the late fifties, telescopic joints known as bumper subs were developed (2), to
decouple the lower part of the drill string from the vessel heave. Afterwards, in 1970 a motion
compensator was designed by E. Larralde and the prototype built by Vetco Offshore Inc. (3).
This device was found in almost all floating drilling units, certainly in all of those that worked in
harsh environments. In 1974, it was reported in (4) that the introduction of Drill String
Compensators (Passive compensators) to the North Sea Operations had increased productive
time by 16 days per unit per day. Later, active compensators systems were introduced to
proactively hold the suspended load motionless or hybrid systems were used as well. This was a
major advance in the offshore industry, as weather down time is reduced, optimum bit loads can
be achieved which allows better ROP’s and increased bit life; as well as safer operations.
However, at present, it appears we have drilled most of the easy prospects. Those remaining
require more precision in managing the wellbore pressure profile, to drill safely and efficiently
(5) (6).Therefore, wells are getting more difficult to drill, specially due to small margins between
the pore and fracture gradient; usually present when drilling depleted reservoirs (7), pressurized
cap rock due to water injection (Gullfaks), HPHT wells (8) and deep water drilling (1).
Consequently, kick – loss scenarios are very frequent which results in much Non-productive time
(NPT) dealing with these troublesome zones.
The thesis presents a numerical method developed at the University of Stavanger, for calculating
the behavior of elastic drill strings when exposed to the forced movement at the top (MODU’s
heave). The method is restricted to treating only one-dimensional waves, travelling along the
string axis; these waves are pure stress waves (10). It considers all the elastic effects and some of
the effects of friction, which will be further developed in the next chapter, so the down hole
oscillations of the drill string drilling bit and the actual pressure fluctuations at the bottom (below
the bit) will be calculated, considering that the pressure is generated by forcing the mud to flow
up and down the annulus as the bit moves down and up, respectively.
1.2 Motivation
As explained before, drilling wells have become more difficult and challenging when drilling in
“trouble zones”, which are a major contributor to economically un-drillable prospects. Such
drilling related situations are loss circulation, differential stuck pipe, well control situations,
kick-loss situations; that result in NPT that may exceed the authorized expenditure for the well’s
drilling program (11).
All drilling related challenges mentioned, have one thing in common: they indicate a requirement
for more precise wellbore pressure management, containment and control with fewer
interruptions when drilling.
Therefore, several technological advancements have aided in this pursuit of not only analyzing
the pressures when drilling, but also when the bit is off bottom, as when using Managed
Pressured Drilling (MPD). In (7) is stated that the Kristin development wells may be the first
Furthermore, in (9) are presented magnitudes of surge and swab pressures that can occur in
typical drilling operations, but with focus on Trough Tubing Rotary Drilling (TTRD). As this
type of drilling allows smaller clearances between the hole and the drill string, and as most of the
current methods for MPD from MODUs do not have a functionality to compensate for both
surge and swab pressures when the drill string is wedged to the rotary table, it represents a huge
problem.
Finally, recently in March 2012, at the SPE/IADC Managed Pressure Drilling and
Underbalanced Operations Conference & Exhibition (12), a presentation was given of how heave
motion of floating rigs complicates the control of pressure in MPD. As said before, during
connections, the drill string moves with the heaving rig causing down-hole pressure fluctuations.
Therefore, as a step forward designing control schemes to actively attenuate the fluctuations, a
fit-for-purpose mathematical model of well hydraulics was derived based on a finite volumes
discretization. The model was validated using experimental data from UllRig – A full-scale
experimental drilling facility.
The method uses the one dimensional, second order wave equation which describes the actual
motion of the material in the string; and the numerical solution calculates the movement of a drill
string at a number of equidistant points along this string, and only at equidistant points in time.
This is based upon a numeric, finite element method (FEM), specially designed to handle
problems with long strings exposed to different external forces and/or forced movements of parts
of the string. This method includes full calculations of the string elasticity in the axial direction,
and allows inclusion of linear viscous friction, and contact friction between the drill string and
the walls of the well. The numeric calculation was programmed in MatLab.
Research on wave theory and significant wave heights, periods and other statistical data related
to the North Sea harsh environment was done. So that the calculations consider different wave
scenarios (heave, period) and their effects on the surge and swab pressures. It is worthwhile to
mention that MatLab allows the easiness of changing different parameters, like drilling mud
properties, drill string spec’s, contraflow considerations, number of numerical segments, length
between drill string and bottom-hole, deviation of the well and specially the number of segments
discretized for the calculations; which let us evaluate their effects on the pressure fluctuations.
Therefore, this thesis will show that the calculation of the surge and swab pressures due to the
heaving rig, when the heave compensator is not used, is possible by using the numerical method
presented here. So, different parameters can be changed to evaluate their degree of affection
upon the pressure fluctuations. The practical approach that has been taken here, while perhaps
not definitive, at the very least gives proof of concept and provides pretty accurate pressure
calculations within the inherent limitations.
1.4 Outline
Chapter one – Introduction is as its name says an introductory section outlining the framework of
the study. It introduces the motivation behind the investigation within the context of the
historical background, and sketches the scope of the study and its contributions. At last it
describes the structure of the present written work.
Chapter two – Literature Review begins by introducing drilling and how problems had evolved
in order to appreciate, more than in the past, the evaluation of swab and surge pressures. Then it
presents the motions of the rig, with special focus on heave, North Sea waves and its theory.
Chapter three – Numerical Calculations and Programming explains how the whole new
Numerical Method program is applied for a well case scenario in this thesis. The logic of the
program is illustrated in a Flow Diagram, where dependencies between different parts of the
program are shown. Moreover, this chapter presents equations, explaining their purpose and
meaning, also presents the required inputs and all calculations done to achieve the objective of
the program, calculate the pressure fluctuations below bit and bit movement. Finally, it shows
how the results from the programmed method are presented.
Chapter four – Results Analysis and Discussion, this chapter addresses the results obtained from
the application of the Numerical Method, explained in Chapter 3; in order to calculate the
pressure fluctuations below bit and bit movement when the drill string is attached to the drill
floor and its top part is forced to follow the rig heave movement. Results are based on a well case
scenario (“build and hold well path”), and different parameters introduced by the user (Table 4.1)
were evaluated on how critical they are for making a more realistic calculation. Moreover, the
drill string length and deviation of the well were also changed in order to evaluate their effect on
the bit movement and pressure fluctuations. The results are explained with Graphs and Tables for
a better understanding.
Chapter five – Conclusions and Recommendations summarizes and discuss important parts of the
preceding chapters of the thesis and draws conclusions from the results of the investigation. A
review of the goals of the thesis is contrasted with the results obtained from the study. Finally
recommendations are given regarding future improvements and application of this method.
Chapter six – References presents all the sources and bibliography used for this thesis.
Chapter seven – Nomenclature summarizes all the abbreviations meaning and the name, sign and
units for all the variables used both in this thesis and in the program developed in MatLab.
Chapter eight – Appendixes has five sections; in the first, the wave equation is derived and its
solution; second, the Standard Numerical Equation is proven using the wave equation, and third,
the physical ball spring model is introduced to explain how to find the numerical equations for
different space boundaries. Finally, the MatLab program code is presented with all the
commentaries for a better understanding, and at last the intermediate results and variables’ values
obtained from running the program in MatLab for a given scenario.
There are two basic types of drilling rigs – fixed platforms rigs and mobile rigs. Fixed platform
rigs are installed on large offshore platforms and remain in place for many years. Most of the
large fields in the North Sea were developed using this kind of rigs (14). Mobile rigs comprise
two types: jack-up rigs used in shallow waters less than 100 meter deep and semi-submersible
rigs used in deeper waters down to 1000 meters or more. These two can be seen in Figure 2.1. In
very deep waters, drilling ships are used. This thesis is focused on rigs which are floating at all
times, but obviously when in position for drilling are anchored and ballasted.
In drilling operations, the drilling fluid is pumped down the drill string and flows through the
drill bit in the bottom of the well. Then it flows up the well annulus carrying cuttings out of the
well. It is also used to keep the pressure in the annulus at a desired level. This pressure control is
crucial in all drilling operations, as the pressure has to be within certain boundaries. Specifically,
it has to be above the pore pressure to prevent unwanted inflow from the surrounding formations
into the well, and below the fracture pressure of the surrounding formations to prevent the well
from fracturing (12).
The drill string is typically made up of three sections. The BHA, which is the lower portion of
the drill string, consisting of the bit, bit sub, a mud motor (some cases), stabilizers, drill collars,
jarring devices and crossovers for various thread forms. This section must provide axial force for
the bit to break the rock (WOB), survive a hostile mechanical environment and provide the
driller with directional control of the well. The assembly often includes a mud motor, directional
drilling and measuring equipment, measurements while drilling (MWD) tools, logging while
drilling (LWD) tools and other specialized devices. Second, there is a transition pipe, which is a
type of drill pipe whose walls are thicker and collars are longer; usually called Heave Weight
Drill Pipe (HWDP). It tends to be stronger and has higher tensile strength than common drill
pipe. Finally, drill pipe, which by far is the largest part of the string. Its purpose is to support the
bit and the BHA, and to provide means to pull the bit out of hole. It also provides means to rotate
the bit or act as supporting means for a down hole motor to rotate the bit.
The selection process for the drill pipe consist of, first, strength considerations, then size, and
finally cost. Strength refers to several properties, including the pipe’s ability to pull the string out
of hole (tension capacity) and to transmit torque to the bit (torque capacity). There are other
strength considerations such as internal pressure from the drilling fluid, bending in directional
wells, fatigue, external pressure, compressive load and buckling. Pipe size and tool joint size are
determined by hydraulics, fishability, and elevator hoisting capacity; other considerations for the
size include buckling strength, fatigue resistance, external pressure, and bending stress. Finally,
items affecting the cost are pipe availability, drill pipe features to enhance the pipe’s
performance, and features that enhance the pipe’s usable life (1).
The present thesis’ calculations are performed for a homogeneous string, where the forces are
acting along its axis. In general, a sequence of strings of possibly different diameter and material
can be considered; but for simpler calculations, the present investigation considers a long drill
string which mainly consists of a long section of drill pipes at the top, and a shorter section of
heavier drill collars at the bottom, both made of the same material but of different dimensions.
The simplified drill string can be seen in the following Figure:
The physical drill string parameters required for calculation are, from (10):
- String length: measured and true vertical depths needed when a deviated well is
considered.
- Material cross section and weight: is always needed when external forces are acting on
the string, heave. The most important parameters are outer and inner diameters and
weight per unit of length (nominal). The drill pipe and drill collars specifications have
standard sizes, weights, grades, tensile strength, etc. For the calculations, one can choose
any, depending of the section that is being drilled. However, for drill pipes there are nine
commonly used sizes ranging from 2 3/8 to 6 5/8 in.
- Any two of the three string material parameters: density ρsteel, speed of sound in the
material csteel, and the modulus of elasticity for the solid string Esteel. As these parameter
are connected by the equation:
Regarding these properties, they can vary significantly according to the grade of steel
used, alloys needed, etc. For calculations it was assumed to have a steel density of 7850
kg/m3 (16), modulus of elasticity of approx. 30000000 psi (17) and the speed of sound
considering longitudinal waves travelling in long rods is 5172 m/s.
- Coefficients of friction: for calculating the contact friction (solids sliding against each
other), these coefficients must be known specially for friction of drill string against
casing and drill string against formation in open hole. Standard values of 0.23 (steel –
steel) and 0.3(steel-rock) were adopted.
- The liquid friction will be defined as a function of string speed relative to the liquid.
- Finally, the string axis deviation from the vertical (angle of deviation) must be known,
which can change along the string. This is used to calculate any force against any support
(normal force) for finding contact friction, and to find the component of gravity acting
along the string axis.
The well path used in the thesis will be the type “Build and hold”. The well is drilled
vertically from surface to the kickoff point (KOP), where the well is steadily and
smoothly deflected until a maximum angle and desired direction is achieved. The
established angle and direction are maintained while drilling to the target depth.
For conventional drilling applications, we use water-based mud (WBM), oil-based mud (OBM),
and synthetic-based mud (SBM). In addition, aerated fluids and foam are frequently used for
underbalanced drilling (UBD) applications. For the purpose of hydraulics analysis, drilling fluids
are generally classified as Newtonian and non-Newtonian fluids. Newtonian fluids such as water
and mineral oil exhibit a direct proportionality between shear stress and shear rate in laminar
flow, where the constant of proportionality is the viscosity of the fluid and is independent of the
shear rate.
Wellbore hydraulic calculations require rheological parameters of the fluid. These parameters
normally are obtained using viscometric measurements that present shear stress and shear rate at
the same known points in the viscometer. Different types of viscometers have been developed to
determine rheological properties of fluids, such as (1):
Furthermore, regarding fluid flow in pipes (19), all fluids lose part of its energy when flowing;
this is absorbed by dissipation in friction forces: Internal friction due to its viscosity, and external
friction due to pipe roughness. This loss of energy is called the friction pressure drop or loss, and
is expressed by the difference in the pressure of the fluid between two points of a horizontal pipe.
For example, a circulating drilling mud has an initial energy represented by the pump discharge
pressure. This energy is totally lost in the mud circuit because the mud pressure is zero when it
The pressure losses occur in the surface equipment, inside the drill pipes and drill collars,
through the bit, and in the annulus between the wellbore and the drill string. The pressure loss
equations are a function of the rheology of the fluid, type of flow (laminar or turbulent), and the
pipe and hole geometry.
In this thesis, for calculating the pressure loss in the drill string and in the annulus, a Bingham
Plastic fluid was considered. Using units and equations specified in the Drilling Data Handbook.
The pressure loss due to friction are calculated with: (units and variables are defined in
nomenclature)
TABLE 2.1- PRESSURE LOSS EQUATIONS FOR BINGHAM FLUID (19)
LAMINAR
TURBULENT
Drillers must, as far as possible, avoid kicks, wellbore instability, and loss of circulation, usually
by selecting an appropriate mud weight. Knowledge of formation pore pressure and fracture
gradient is essential for selection of a safe range of mud weights. If the mud pressure falls below
the local pore pressure in highly permeable formation, then a kick is taken; if this happens in a
soft but essentially impermeable formation, the well may collapse. This consideration provides a
lower limit on mud weight in terms of safety, although in many cases drillers will drill
underbalanced to increase the ROP. On the other hand, if the mud pressure exceeds the local
tensile breakdown pressure for the formation, a fracture is formed. With loss of circulation, the
fracture propagates if the mud pressure exceeds the minimum horizontal earth stress (more
FIGURE 2.4 - DRILLING WINDOW WITH PORE AND FRACTURE GRADIENTS AS LIMITS (6).
In the example illustrated in Figure 2.5, when the drilling window is sufficiently large to avoid
kick & losses and to drill deep open holes for each casing size, conventional wells drilled
overbalanced and in an open vessel environment are most often used. In this case the annular
pressure management is primarily controlled by the mud density and mud pump flow rates
(annular friction pressure).
FIGURE 2.5 - HYDRAULICS AND DRILLING WINDOW FOR CONVENTIONAL DRILLING (21)
- HPHT wells: Most challenging to drill safely and efficiently due to the nature of their
drilling hazards and elevated consequences if not mitigated with appropriate risk
management and the best available technology. Several of the more predominant drilling
hazards are kicks as a result of encountering unexpected formation pore pressure,
swabbing effects when tripping out that invite an influx of reservoir fluids, and kick-loss
scenarios common to drilling in narrow or relatively unknown pressure environments (5).
- Depleted reservoirs: Where the main concern is uncertainty in the reservoir pressures in
development areas of the producing intervals. As depletion reduces pore pressure due to
production, and the upper boundary of the fluid density (fracture, loss); this implies that
the drilling window changes with depletion. Such variation can be seen in the following
Figure, where the fracture and pore pressures change with time, indicating the drillable
margins in the Kristin Field (7).
- Over-pressured cap rock due to water injection: One example is the Gullfaks field, where
the abnormal drilling window is presented in the following Figure (SPE Bergen – 2005,
Gullfaks):
FIGURE 2.8 - DRILLING OPERATIONAL WINDOWS FOR SHALLOW AND DEEP WATER DRILLING
Due to the drilling challenges explained above, new drilling methods had to be used, such
methods are referred to as MPO (Managed Pressure Operations, earlier MPO), DMG (Dual Mud
Gradient), UBD (Underbalanced Drilling). These allow to drill more efficiently, faster, safer, and
also to drill wells that would not be possible to drill with conventional methods. As seen in
Figure 2.10. MPO, UBD and partly DMG rely upon some special equipment, where the most
important is the RBOP (Rotating BOP), which is a device that allows rotation of the drill string
and drilling while the top of the well annulus is sealed; making it possible to control the annulus
top pressure (23).
As stated in (11), Managed Pressure Drilling (MPD) is relatively new offshore technology that
addresses a litany of issues associated with drilling into “trouble zones”; encountering issues
such as: excessive mud cost, differential stuck pipe, well control situations associated with loss
circulation issues, wellbore instability, kick-loss scenarios when drilling into narrow down hole
pressure environments. To address these issues, various techniques can be employed to keep the
well pressure constant, especially in drilling mode, connections and tripping.
The detailed explanation of the MPD methods, equipment and operation is beyond the scope of
this thesis. However, the intent of all the previous discussion regarding MPD methods related to
difficult prospects (especially narrow drilling windows), is to show towards which direction the
industry has been moving when encountering such challenging drilling prospects. Moreover, as
the present investigation is more focused on swab and surge pressures produced when the drill
string is wedged to the heaving drill floor on floating rigs, which can lead to kick or loss
scenarios when drilling with small pore and fracture margins; it represents a different step
forward to a better management of the wellbore pressure.
FIGURE 2.10 - DRILL STRING MOVEMENT DURING CONNECTIONS (OLVE SUNDE RASMUSSEN, NTNU,
2008, REF (9))
As no control of surge and swab pressure during drill string connection is possible, due to the
MODU’s heave motion; the paper referenced in (9) presents magnitudes of surge and swab
pressures that can occur in typical drilling operations, but with special focus on TTRD
operations, as most of the current methods for MPD from MODUs do not have a functionality to
compensate for both surge and swab pressures. For the calculations in this paper, a closed pipe
model is used and drill pipe stretch is not accounted for (Figure 2.11). These calculations are
regarded as conservative as the wellbore /casing expansion and the drill pipe cross section area
reduction due to increased borehole pressure are not taken into account. Table 2.1 shows surge
and swab pressures generated by heave motion of the MODU for a range of heave scenarios.
TABLE 2.2 - SURGE AND SWAB PRESSURES DUE TO HEAVE MOTION (9)
In long, low annular clearance, directional wells, mechanical friction and fluid drag will reduce
and slow the motion of the lower end of the drill string, and, as a result, the surge and swab
pressures will be smaller than seen in shorter, vertical wells.
Moreover in (7), when using MPD issuing depletion problems in HPHT Kristin wells, a “closed
system heave” was defined as the change in volume that occurs as the drill pipe cycles in and out
the closed system during the rig heave when the bit is off bottom. These effects were in the order
of 5 – 10 bar for a typical Kristin case, therefore not much trouble was encountered because of it,
but the problem was present and known.
Furthermore in (12), to actively attenuate the down hole pressure fluctuations, during the
connection when the drill string is detached from the draw-works and moving with the heaving
rig; a mathematical model of well hydraulics is derived for alleviating the complication of
controlling the pressure in MPD on heaving floating rigs. The dynamical model that describes
the distribution of flow and pressure in a drilling fluid shows that the friction model based on
standard, Newtonian friction factor correlations gives a simple and accurate way of describing
the pressure losses during flow, with the viscosity of the fluid as a tuning parameter.
Nowadays, as mostly only difficult prospects are left to be discovered, a precise control of
wellbore pressure is required for drilling operations, tripping, connections, and, with more
emphasis when narrow windows present, when the drill string is wedged to the heaving drill
floor. As stated in (9), in some cases, surge and swab pressures caused by heave motion may be
higher than the annular pressure loss experienced during drilling; therefore when large heave
motions are present, it may be difficult to achieve a complete compensation. However, if these
pressure fluctuations can be calculated, they will represent very valuable information for
avoiding kicks and losses scenarios; or, furthermore, to justify the use of a heave-compensated
drill floor which is not commercially available to the industry.
Helping in that objective, the thesis contributes to a better pressure management by introducing a
numerical method that calculates the pressure fluctuations below the bit, considering the
elasticity of string, contact friction against formation and casing, buoyancy, viscous friction and
harsh environment in North Sea.
As the ships motion is a complicated interaction between the air, sea and ship’s hull, which is
beyond the scope of this thesis; this part of the chapter introduces some of the basic concepts
regarding waves, the modeling of them and the characteristics of the North Sea waves.
Furthermore, some basic theory of ship statics and motions with emphasis on the vertical motion
– known as heave, is presented.
2.2.1 Waves
In its simplest scientific form, a wave is an expression of the movement or progression of energy
through a medium. Such waves are often called progressive waves, a category that includes
seismic waves, sound waves, light waves and ocean waves. As energy is transmitted through a
fluid, the particles in the fluid may move up and down and back and forth in a kind of orbital
motion as a sinusoidal line, i.e., as a sine wave. From experience observing waves in nature, it is
known that real waves are much more complex (25).
Ocean surface waves are generally distinguished in two states: sea or wind waves, when the
waves are being worked on by the wind that raised them; and swell waves, when they have
escaped the influence of the generating wind. Sea is usually of shorter period (higher frequency)
than swell. Sea is shorter in length, steeper, more rugged and more confused than swell. Since
wind-generated waves have their origin in the wind they are changeable, varying both seasonally
and regionally. Wind waves, specially, are short crested and very irregular. Even so, they can be
seen as a superposition of many simple, regular harmonic wave components, each with its own
amplitude, length (or period or frequency) and direction of propagation. Such consideration can
be very handy, as it allows one to predict very complex irregular behavior in terms of the much
simpler theory of regular waves. This method of “superposition” will be further explained and it
is the one used for predicting the movement of the string when wedged in the slips.
Ocean waves, when under the influence of the wind, have a shape closely related to trochoidal
waves. This wave shape in mathematically defines as the continuous line formed by the path of a
fixed point within a circle as that circle is rolled along a straight line. As the wave moves out
from under the wind’s influence, the wave height diminishes and the wave shape decays to a
Regular Waves. Figure 2.13 shows a harmonic wave Ϛ, from two different perspectives. “a”
shows what one would observe in a snapshot photo made looking at the side of a (transparent)
wave flume; the wave profile (with wave amplitude Ϛa and wave length λ) is show as a function
of distance “x” along the flume at a fixed instant in time:
(2.2)
Figure 2.13 – b, is a time record of the wave profile (with wave amplitude Ϛa and wave frequency
ω) observed at one location along the flume; it looks similar in many ways to the first figure, but
the angle 2πx/ λ has been replaced by ωt :
(2.3)
- Still Water Level: is the average water level or the level of the water if no waves were
present. This level is the origin of the coordinate system, with positive z-axis upward and
x-axis positive in the direction of the wave propagation.
- Water depth (h): is a positive value and is measured between the sea bed and the still
water level.
- Crest: the highest part of the wave above the still water level.
- Trough: the lowest part of the wave below the still water level.
- Amplitude (Ϛa): If the wave is described by a sine wave, then its amplitude is the distance
from the still water level to the crest, or to the trough.
- Wave height: is two times the wave amplitude and is measured vertically from the wave
trough level to the wave crest level.
- Wave length (λ): is the horizontal distance (measured in the direction of wave
propagation) between any two successive wave crests or troughs.
- Wave period (T): is the time it takes for two successive waves to pass a particular point.
It can be said that the period is the same distance as the wave length but along the time
axis.
Since the distance between any two corresponding points in successive sine waves is the
same, wave lengths and periods are usually measured between two consecutive upward
(or downward) crossings of the still water level. Such points are also called zero-
crossings, and are easier to detect in a wave record.
- Wave frequency (f): is the number of waves that pass a particular point in a given time
period ( f = 1 / T )
- Significant wave height: is the average wave height of the highest 1/3 of the waves
present and is good indicator of potential for wave damage.
Since sine or cosine waves are expressed in terms of angular arguments, the wave length and
period are converted to angles using:
(2.4)
(2.5)
Where, k is the wave number rad/m and ω is the circular wave frequency rad/s. Obviously the
wave form moves one wave length during one period so that its propagation speed or phase
velocity, c, is given by:
(2.6)
Fortunately, the water particles themselves do not move with this speed, only the wave form
(wave crests or troughs) moves with this phase velocity.
Heave effects on Drill String during connections
Page 21
Irregular Waves. As explained before, ocean surface waves can be classified into two basic
categories (24):
- Sea: is a train of waves driven by the prevailing local wind field. The waves are short-
crested with the lengths of the crests only a few (2-3) times the apparent wave length.
Also, these are very irregular, high waves are unpredictably followed by low waves and
vice versa. Individual wave crests seem to propagate in different directions with tens of
degrees deviation from the mean direction. The crests are fairly sharp and sometimes
even small waves can be observed on these crests or there are dents in the larger wave
crests or troughs (Figure 2.14). The apparent or virtual wave period, T’, varies
continuously, as well as the virtual or apparent wave length, λ’.
- Swell: are waves which have propagated out of the area and local wind in which they
were generated. They are no longer dependent upon the wind and can even propagate for
hundreds of kilometers. Individual waves are more regular and the crests are more
rounded than those of a sea. The lengths of the crests are longer, now several (6-7) times
the virtual wave length (Figure 2.14). The wave height is more predictable too.
In the general case, the total irregular waves are a superposition of the sea and the swell at that
location; they can be added as is shown in the following section.
Superposition. Wind waves, especially, are very irregular. If a cross section through a real sea
would be taken, it shall look like Figure 2.15-b. These can be seen as a superposition of many
simple, regular harmonic wave components, each with its own amplitude, length, period or
frequency and direction of propagation. Therefore, the real seas can be thought to be the sum of
many individual regular waves as seen in Figure 2.15-a.
This consideration allows predicting very complex irregular behavior in terms of much simpler
theory of regular waves. This so-called superposition principle was first introduced in
hydrodynamics by St. Denis and Pierson, 1953; and will be used for modeling the movement of
the top of the drill string when it is held by the slips and follows the rig heave movement. Note
that due to the lack of information the rig heave movement is assumed to follow the wave
amplitude, and the wave components must have whole numbers relations between their
frequencies.
As the first semi-subs began operating in North Sea in mid-60’s (28), it was generally assumed
that the area was fairly sheltered and that conditions did not vary significantly North to South.
Experience in the field soon showed that these assumptions were wrong, and that the severity
and variability of the weather presented formidable challenges to those engaged in offshore
development. To meet these challenges, detailed measured information on the North Sea
environment was needed, which was not available. Even tough, visual estimates of wind speeds
and wave heights were logged by most ships and trawlers working in the area over a
considerable number of years, they were inconsistent and inaccurate when compared to actual
measurements. Therefore, reliable measurements were needed.
Figure 2.16 shows the average wave conditions occurring throughout the period 1952-72. Wave
heights given include a value for swell based on the seasonal average; it must be noted that a
Later, in 1968, a group of six oil companies and two associated British Government bodies
formed the North Sea Environmental Study Group (NSESG) who had a measuring program of
three years where data was collected from a number of fixed platforms in the Southern North
Sea, and from semisubmersible rigs in the Northern North Sea (29). When activities were
completed, knowledge of environment certainly improved, but it was neither extensive nor
reliable enough to generate long term design statistics by themselves. Then oil companies
continued to measure the environment from their own installations and exploration rigs, but
further important oil discoveries and plans to go into full-scale production demanded a more
comprehensive and reliable knowledge of the North Sea.
This need led to the formation in 1972 of the North Sea Oceanographic Study Group (NSOSG),
made of fifteen oil companies operating in the North Sea and the British Government. This
reliable information helped construct desired statistics to obtain design information, which will
aid not only in the short term (operational decisions) but also in long term (design, construction)
(27).
Exceedence
Wave Height m Wave Period s
Probability
0,1 26,6 12
Most probable 29,4 14
0,9 32,2 16
For the design and certification of offshore structures, it is essential to have probability estimates
of the most extreme wave conditions expected during the lifetime of the structure (20 years
typically). However as a minimum, it is required 10 years of data to extrapolate to 25 years or
more (31). As data, more of the times, is intermittent and cover few years; a very useful method,
in order to construct wave statistics is based on a wave hindcast approach using a data base of
historical wind fields. These models are beyond the scope of this thesis; therefore, the previous
discussion was established in order to explain how North Sea environment information had been
gathered, analyzed and used for designing structures or planning operations; moreover, data
regarding wave height and periods were shown.
However, the most recently information found regarding the Norwegian Sea wind and waves
(period and wave heights) conditions was found through the Norwegian Petroleum Directorate
(NPD), in the Scientific Basis for a Management Plan for the North Sea and Skagerrak: Area
Report (Faglig grunnlag for en forvaltningsplan for Nordsjøen og Skagerrak: Arealrapport),
made by the Institute of Marine Research (Havforsknings Instituttet, 2010), reference (32).
This report states that in winter there is a large low-pressure activity over the North Sea and thus
a rough wave climate in general. Area 58-62°, North Sea, shows a wave climate of great
variations throughout the year. The largest waves occur most frequently in fall season. In spring
and summer season wave climate is calmer. The dominant wind direction is from south and
southwest in winter, with increasing proportion of northerly winds in summer. Area 56-58°,
North Sea, the dominant wind direction during the year are from southwest, with a stronger
element of western and northerly winds in summer. An important map of the North Sea is
presented, where the maximum wave height and period for 50 years are shown (Figure 2.17).
Heave effects on Drill String during connections
Page 25
This information will give the appropriate inputs for calculating the swab and surge pressures
when the drill string is moving due to the heave of the rig. The pressures will be calculated for
different weather conditions which are the roughest in North Sea, and their effects on the
pressure fluctuations will be established.
Roll – Rotation about the longitudinal axis. Positive if the starboard (right) side is low.
Pitch – Rotation about the transverse axis. Positive if the bow is raised.
Yaw – Rotation about the vertical center axis. Positive if the bow is to starboard.
Heave – Translation in the vertical direction. Positive when the ship moves downward.
Surge – Translation in the longitudinal direction. Positive in the forward direction.
Sway – Translation in the transverse direction. Positive in the starboard direction.
Roll and pitch limit the ability to handle pipe on the rig floor and hence, may be considered to
hamper well control operations. However, heave is of more concern in well control operations
since this is transferred to the drill string; and is the movement that more focus will be placed on
in this thesis.
2.2.4 Heave
The vertical heave motion a vessel imparts to the drill string is influenced by the frequency an
ocean wave encounters the vessel. Then, the amplitude of heave which is transferred to the drill
string is a function of the wave height and the natural heave period of the vessel. It may be
graphically determined from a plot from the heave response operator, which describes the
percentage of heave to wave height versus the period of the wave. The curve indicates that for a
short period wave, one less than the distance between the vessel’s outermost columns, no
appreciable heave effect is noted. As the period of the wave approaches the natural heave period
of the vessel the heave increases rapidly. In between these two points the magnitude of the heave
response operator is of interest to a drilling supervisor, as this defines the amplitude of the
motion imparted to the drill string (33).
At some point drilling must be suspended due to heave. Each operator has to establish his own
limits of heave depending on the capability of the equipment and environment (length, height
and period of wave) where the operations are carried on.
As minimum down time is of prime importance, the heave compensators aided in several issues,
such as faster operations, improved control over down hole equipment position, enhanced load
and motion control, and weight and position control. This has given faster drilling, less damage
to down hole connectors, easier setting of seals and hangers, and made all operation easier and
safer allowing operations in rougher weather conditions, savings in bit life, weather down time,
shocks on BHA minimized, less hook load variations, and less BOP stack oscillation during
installation, among others.
However, as prospects are harder to drill, as explained in previous sections, small variations in
the bottom hole pressure can lead to unwanted kick-loss scenarios, which is considered as down
time because drilling is suspended. For example, just the annular friction pressure that is lost
whenever the mud pumps are off due to connections is enough to allow unwanted influxes
getting into the well. Therefore the vessel’s heave that is transferred to the drill string when it is
wedged to drill floor may be enough to fracture the formation or create kick scenarios, especially
in narrow drilling window prospects. This issue is the one addressed in this thesis.
2.3.1 Introduction
The numerical method presented is for calculating the behavior of strings (rod, tubes or other
similar structures, and possibly with different diameter) when exposed to changing forces. These
forces may be due to connections to other objects or strings, to gravity and/or to friction.
Changing of forces might be due to breaking of connections, collisions, braking due to friction,
The numerical method is restricted to only one-dimensional waves, travelling along the string
axis. These waves are pure stress waves, giving the local stress along the string. In reality, if the
load change is along the string as assumed here, some waves across the string might be induces
but will be neglected as they are considerably weaker than the waves along the string. Shear
waves are also neglected, even those with shear forces along the string, as they require at least
two-dimensional description.
The theoretical background is the one-dimensional, second order wave equation which describes
the actual motion of the material in an infinitely long, straight string of constant cross section,
when the string material is not stressed beyond it linear elastic limit (yield limit). The derivation
of this equation is presented in the Appendix 8.1, as well as its general solution.
For the numerical calculation the whole string is divided along its axis into finite elements or
numerical segments (purely fictive, for numerical calculations only), each with length Δz (space
step length), and the displacements of these segments from their original positions are calculated
at certain points in time. The time interval between these points in time is constant and equal to
the time step Δt. The numerical calculation will thus give no information of what is happening
between these points in time. The basic unit for calculating the displacements is Δx, which can be
freely chosen to give integer values for easy handling.
The numerical calculations give as a result the actual movement of the numerical segment “mid
points”. This movement is the actual movement of the string material at the segment midpoint, as
the string is divided in numerical segments and each segment has its own midpoint, the
calculations give the observed movements of these midpoints.
For strings of changing diameter, segments of corresponding diameters must be used. The
requirement for a segment diameter is that each half of a whole segment must have a constant
diameter. Therefore, a whole segment is allowed to have two different diameters, as a half
segment can have only one diameter. Possible ways of representing a change of diameter are
shown in the following Figure, where in the lower case one segment with two different diameters
has been used. Note that in both cases the number of segments is 4, but the number of midpoints
is 4 and 5.
FIGURE 2.19 - TWO DIFFERENT WAYS OF DIVIDING A STRING WITH CHANGING DIAMETERS.
According to previous rules, only strings with abrupt changes of diameter can be modeled
exactly. As real strings may have gradual changes of diameter, these can only be approximated
by introducing several shorter numerical segments with gradually increasing constant diameters.
Finally, the segment mid points should be numbered in the positive direction, from 1 and
upward, from left to right in a horizontal string. If gravity is included, the positive direction is
downward along the string, and then the gravity force acting along the string is positive as well.
2.3.3 Displacements
The displacement of a numerical segment is given by the displacement of its midpoint. This
displacement is the actual physical movement of the segment midpoint away from its original
position, where the string is assumed to be completely relaxed (no tension, no stress in the
The calculation is best done in a table format, as shown Table 2.4. It is recommended to include
the segment number at the top of the table. The actual time at the start of the calculation can be
freely chosen, but it is usually equal to zero. The positive direction is from left to right. For this
example, the initial conditions chosen are those of a string with constant cross section, grabbed at
both ends and stretched. It is assumed that the left end is staying in place, while the right end is
pulled in the positive direction due to the stretch. The string material will then move to the right
all along the string (except at the left end), and increasingly more towards the right end. This is
shown by the increasing displacements in the positive direction, in Figure 2.21.
As seen above, the reason to choose the present time as t=0 and t=-Δt for one step time before, is
that now the numerical calculations can begin for the future time (XN). Besides starting at t=0 is
convenient, as usually something happens at this time, when calculations start; for instance the
stretched string in Figure 2.21 can be released from its right end.
For convenience of calculations, it is often chosen a special unit for measuring the displacements
(Δx), which can be freely chosen, but is better to choose one so that all displacements are
integers. As seen in Figure 2.21, the actual positions of the segment midpoints, in the relaxed
string, are measured as the distance from the left end of the string in terms of the space step unit
Δz. Then the actual positions of the segment midpoints in the stretched string are found by
adding the displacement to the position in the relaxed string.
It is very important to be certain that at each time step the displacements show the actual
positions of the string material at the midpoints in the relaxed string. This displacement is the
distance the string material has moved away from its position in the relaxed string. Note that
“relaxed string” means the string in the original position used for position reference. The string
might be relaxed in a later time or different position, as long as all its segment midpoints are
displaced an equal amount, then the distances between the midpoints have not changed from
their values in the original reference position.
As seen in Table 2.4, the displacements do not include the units of the parameters used; then if a
displacement has a value of 7, this represents 7 times the length unit, which is Δx. Therefore, it is
useful to determine Δx from forces acting upon the string (i.e. gravity), or from the initial speed
of the string or part of it.
General forces, like gravity and friction along the string, are not usually called boundary
conditions, as they affect every part of the string.
For other boundary conditions, like different endings, diameter changes, masses clamped to the
string, etc., they are included in the numerical calculations by special numerical equations for
those midpoints affected. These equations will be explained in the following sections. Is very
important to notice that any segment where its midpoint is not closer than Δz to the point where
special conditions are present, will not be directly affected by those conditions; therefore its
displacement will be calculated by the standard numerical equation.
On the other hand, as there are two ways of ending a string in terms of segments, either ending
with a whole segment or with a half segment; two different equations are needed as they
represent different space boundary conditions. In the following section, this and some other
useful boundary conditions are presented with their equations and derivations.
STANDARD EQUATION
This equation is used to calculate the new displacement (XN) for a segment midpoint, when this
is inside the string with constant cross section. The actual cross section of the string does not
enter in the equation in this case. For the segment number j the equation is:
(2.9)
FIGURE 2.21 - EXAMPLE OF SEGMENTS WHERE THE STANDARD EQUATION CAN BE APPLIED TO
SEGMENT J (AND ONLY TO SEGMENT J IN THE CASES SHOWN)
The proof of the above equation can be found in Appendix 8.2, using the one-dimensional,
second order wave equation. Moreover, its derivation can be done using the physical ball-spring
model explained in Appendix 8.3. This model gives the displacements as lengths. The standard
length unit may not be so convenient for the calculation; therefore, eq. 2.10 is divided by the unit
length chosen (Δx):
(2.10)
Then, since Δx also has a length unit, the units are divided away. This is actually the equation
used in numerical calculations; therefore, for any result found, for instance, XNj=9, the real
physical length is 9*Δx. As it is a bit inconvenient to use the fraction (X/Δx) all the time, the
numerical equations use XN, instead. But, it is very important to remember that this is a relative
displacement and actually means XNj=9Δx, because the numerical equations show the
displacement as pure numbers.
The general rule here is that during one time step (Δt), the midpoint displacement of any segment
cannot be influenced in any way by the situation beyond the midpoints of the neighboring
segments. This is because the information travels with the speed of sound in materials, and
during one time step any information about cross section, forces acting, and so on, cannot travel
further than c*Δt=Δz, which is the distance from one midpoint to another.
As explained before, the end of a string can be free or fixed. First, the free end is discussed here.
When the end is free, not fixed to anything, the number of the segment closest to the string end
is usually given as either 1 or n. Besides, the string can end with a whole segment or a half
segment, giving different equations. The equations for these cases correspond to the Figure 2.23.
FIGURE 2.22 - POSSIBLE FREE ENDS, AT THE BEGINING AND END OF THE STRING, AND WITH
WHOLE AND HALF SEGMENTS
Note that the free end equations shown, here assumes that the free end segment midpoints will
not be affected by any deviation (i.e. change in cross section) unless they are closer than Δz to
the segment midpoint in question. Observe that in Figure 2.23, segment midpoints 2 in A, 2 in C
and n-2, n-1 in D, will have equations different from the standard equations, as the change in
cross section affect them.
When the end is fixed, it is kept completely at rest with a constant and fixed displacement (to the
left and to the right, whether j is 1 or n, respectively). Similarly, the number of the segment
closest to the string end should be either 1 or n; and the string can end with a whole or half
segment as well. The equations for these cases correspond to the Figure 2.24.
Where XLE is the constant, fixed displacement of the left end, and XRE is the constant, fixed
displacement of the right end. These constants values can have any value, including zero; that is
when, for instance, the string end is fixed when the string is in its relaxed reference position
where all displacements are zero.
Here is considered a simple cross section, which means that there are not several changes in
close succession, the next change must be at least a distance Δz away. Any change of cross
section is allowed at a segment border, or at a segment midpoint. If the cross section changes
from A1 to A2, in the positive direction, the numerical equations are presented below, which
correspond to the Figure 2.25.
A) Change of cross section at the segment midpoint: Only the segment midpoint j is affected by
the change in cross section. As for the neighboring midpoints, the change is Δz away from
them; therefore they are not affected and will be calculated by the standard equation.
(2.19)
B) Change of cross section at the segment border: as the change is in the border between j
and j+1, both segments midpoints are at a distance Δz/2 from the change, therefore both
are affected by the change:
(2.20)
(2.21)
Note that there is no need to know the actual cross sections, only their relative size, for instance,
that A2 is twice A1. Moreover, the cross sections can have any values, including zero and
infinity. If A1 is zero it means that there is no string to the left and then the equation turns into
the equation of a free end.
The equations presented above are sufficient for the drill string calculation within this thesis;
however, there are other possibilities for cross sections changes which are shown in (35).
FORCED POINT
A forced point can be defined as an external force that affects the string. These external forces
will be further explained in section 2.3.6. For now we are interested in the movement when the
drill string is attached to the drill floor (forced point) and transfers the heave movement directly
to the string. That means that a forced point moves any part of the string in a predetermined way,
and being sufficiently powerful to do this without being influenced by the strings own movement
or oscillations. Any movement of a forced point will, however, influence the parts of the string
connected to it.
The displacement for this kind of point is given by an equation that is independent of the string
movement, but is a function of time. An example is:
(2.22)
Where Xp is the displacement of the forced point in the string and t is time. This forced point
must be represented by a segment midpoint in the string, as stated before. If so, Xp equation is
used directly in the numerical calculations, which gives the displacement of that midpoint. This
gives simpler calculations, for that reason, one should try to choose a segment division of the
string in such a way that the forced point is placed at the segment midpoint. Moreover, the
function describing the forced point movement will be structured according to wave
superposition theory and considering the North Sea environment.
If an actual force is not acting along the string, the force component along the string axis must be
used, since the string model used here assumes movement along the string axis only. As
examples, the gravity vertical component acting on a drill string in a deviated well, or the contact
force from the wells wall acting on the string which will give friction against the movement
along the string axis.
- Fixed and forced points: Forces that move any part of the string in a predetermined way;
called fixed when part of the string is forcedly kept at rest; or forced point when actually
moving, this has been discussed before.
- Point force: A force attacking the string over a length small compared to the numerical
segment length Δz. The best is to have a segment midpoint at this position; but if it is not
the case, one can assume that the force is acting on the closest midpoint, where the
inaccuracy will be at most Δz/2.
- Distributed force: A force attacking the string over a length equal or longer than, the
numerical segment Δz. Examples of these forces are gravity and friction, which will be
further explained in the next section. For each segment the total force is calculated and
assumed to act at the segment midpoint.
- Inertial force: This force appears when a mass is attached to a string and it is forced to
move because the string is moving, and the mass resist this. This mass is assigned to the
closest midpoint and added to the mass of the segment; alternatively, it can be distributed
between two segment midpoints.
In the general expression, for one segment midpoint acceleration, the sum of all forces acting on
the segment can be divided into two sums as follow:
(2.23)
(2.24)
As the previous equation is applicable for a segment inside the string and with constant cross
section; if the segment in question is an end segment, or a segment sufficiently close to a cross
section change to become affected by it, then the appropriate equation for this case must be used.
2.3.7 Gravity
It is defined as an external force which is a distributed force, as it affects the string over a length
equal or longer than a numerical segment length. This force is assumed to act at the segment
midpoint. As an example, consider a string hanging vertically (in air), with its positive direction
chosen to be downward. From the physical ball model (Appendix 8.3) it is found that, as each
segment in the string experience the force of gravity, which is acting in the positive direction
(downward), the standard numerical equation (away from ends or change of cross sections) is
given by:
(2.25)
Where g is the acceleration of gravity, 9.81 m/s2. Note that this equation is correct in terms of
units, all the displacements are lengths and the term gΔt2 is also a length. Therefore, this equation
may be called a physical numerical equation for the new displacement of the segment midpoint,
as it is an equation between physical quantities.
If now, the displacement unit Δx is chosen to be equal to gΔt2, the physical numerical equation
can be written:
, where (2.26)
The previous is still a physical equation, but if divided by Δx, the numerical equation used for
calculations is defined; where any relative displacement X/Δx is still written as X, and this is even
simpler:
(2.27)
This equation describes the standard numerical equation (inside the string with constant cross
section) when gravity is considered. Similarly, the other numerical equations such as string ends,
changes in cross sections, have the same consideration regarding gravity.
(2.28)
Where N is the number of whole segments, m is the mass of one whole segment, while ρL and ρ
are densities of liquid and steel, respectively.
Assuming a drill string hanging vertically, where the positive direction is downward, and the last
segment of the string (bottom of string) is a free end ending with a half segment (Eq. 2.14). The
equation for the last segment midpoint is found by introducing gravity and buoyancy into Eq.
2.24, considering Eq. 2.14:
(2.29)
The reason for the negative sign is that this force of buoyancy is upwards, in the negative
direction. Is important to remember that this equation was found for the bottom of the string;
however, buoyancy also will affect the string in the non-vertical segments in a deviated well.
2.3.8 Friction
Friction as explained before is a special case of external forces acting on the string and can be
treated in the same way. The main difference to an external force, in general, is that friction, like
gravity, usually is acting on every segment in the string. But its action is much more complex
than gravity, because it is always acting in the opposite direction of the segment velocity. If the
segment velocity is positive then friction is negative, and vice versa.
The simplest case is linear friction, where the force of friction is proportional to the segment
velocity. We accordingly need a numerical expression of the velocity. The velocity of a segment
mid point at any time t can be estimated by taking the average of the average speeds in the
former and the following (future) time interval t:
(2.30)
If the previous equation is introduced in Eq. 2.24, for a string with constant cross section:
(2.31)
, where (2.32)
, where (2.33)
Note that α and ε are pure numbers. The constant C has the unit Ns/m and multiplied by Δt s ,
results Ns2/m = kg which is the unit of the segment mass m. Note that Eq. 2.33 gives actual
displacements (physical lengths), not the numeric displacements that are pure numbers; however,
Eq, 2.33 can be easily divided by Δx, giving the numerical equation for calculations.
This numeric equation will not give exact results, but will be more accurate if the value of ε is
decreased. For this purpose, as the constant C of friction is proportional to the segment length
Δz=cΔt, C can be written as C=CoΔt, where Co is a constant independent of the chosen step
length. The segment mass m is also proportional to the chosen step length: m=AΔzρ=AcρΔt.
These give:
(2.34)
In this equation all parameter except Δt are constants, independent of the chosen step length (Δz).
If a smaller value of Δt is chosen (by choosing a smaller value of Δz), the constant ε (or α) will
decrease, giving more accurate calculations of the friction effects.
In the industry, with relatively large pipe diameters, liquid flow against equipment is in most
cases at least partly turbulent. The friction is then not linear, and more complex equations must
be used. But even if the flow of liquid against the string is laminar (not turbulent), the friction
against a string changing its speed will not be given by the above equations (this is usually the
case when it is dynamically loaded). This is because linear friction assumes steady state
conditions, for instance that the string is moving at a constant speed. But, the whole point of the
numerical calculations developed here is to treat strings that are not moving at a constant speed,
on the contrary vibrating, suddenly accelerating, and so on. Moreover, even if the flow is laminar
the friction against the string will not only depend upon the speed, but also the acceleration. And
it will not depend only upon present values, but also upon the near history of string movement.
Then, the assumption of linear friction in this case, as for a vibrating drill string, is completely
wrong.
Where µ is the coefficient of friction, v is the velocity of one body relative to the other, with the
velocity direction included (vector). The parameter |v| is the absolute value of v, a positive
quantity (scalar). The minus sign means that if the velocity is positive, the force of friction is
negative, and vice versa.
Considering there is only one dimension along the string axis and putting the friction force into
the external force equation (Eq. 2.24) for a string of constant cross section, it gives:
(2.36)
If it is assumed that this is the only external force, the unit of displacement can be set equal to the
whole expression for friction:
, where (2.37)
(2.38)
The only problem here is to determine when to use the plus or minus sign. If the displacements
are relative to the surface the string is sliding on, the minus sign should be used if the new
displacement (XN) is larger than the present displacement (X), because then the segment is
moving in positive direction so friction is negative; and the plus sign is used when XN is smaller
than X. However, this is not always possible! This situation may happen:
Assuming that the segment midpoint is moving in the positive direction (that is X > XG):
Then as it is inconsistent, it means that (+) sign should be used, which leads to:
The calculation with contact friction are exact except when this stopping situation takes place, or
if the velocity of the segment turn from positive to negative even without stopping. The reason is
because the exact time when the segment had stopped cannot be determined. It can only be found
to lie between two following times in the calculation table, giving a maximum uncertainty of
Δt/2. Therefore by using smaller time steps Δt (or Δz) the error can be minimized; furthermore,
the position where the segment stopped can be found by a 3 points parabolic approximation,
instead of just assuming XN=X. This more complicated approximated will be further explained
in the next chapter.
For travelling waves and constant forces no numerical oscillations will be initiated, except when
a constant force is turned on or off during the calculations.
Numerical oscillations will typically appear when any external force acting on the string changes
its value, for instance a force suddenly turned on or turned off. But not always, if a force, for
instance, is turned on and lasts for an even number of time steps before it is turned off, there will
be no numerical oscillations. However, there will be an error in the displacements of the
segments as it will change in steps of two time units instead of smoothly.
For all segments but 5 (j ≠ 5), standard equation applies Eq. 2.9 for all times:
, where
(2.39)
Segment Number: 1 2 3 4 5 6 7 8 9 10
COMMENTS
TIME DISPLACEMENTS
t=-Δt 0 0 0 0 0 0 0 0 0 0
t=0 0 0 0 0 0 0 0 0 0 0 Force begins to act
t=Δt 0 0 0 0 2 0 0 0 0 0 Eq. 2.39 for j=5
t=2Δt 0 0 0 2 2 2 0 0 0 0 Eq. 2.39 for j=5
t=3Δt 0 0 2 2 4 2 2 0 0 0 Force stops acting
t=4Δt 0 2 2 4 2 4 2 2 0 0 Standard Eq. for j=5
t=5Δt 2 2 4 2 4 2 4 2 2 0 Standard Eq. for j=5
t=6Δt 2 4 2 4 2 4 2 4 2 2 Standard Eq. for j=5
In the previous Table, it can be seen the beginning of a numerical oscillation of constant
amplitude, which is spreading out over the whole string, in time. Here the force was active for
three time steps. Now, if the force is active for four time steps (T=4Δt), it can be seen that no
oscillations are present but the displacements do not increase smoothly (Table 2.6).
Segment Number: 1 2 3 4 5 6 7 8 9 10
COMMENTS
TIME DISPLACEMENTS
t=-Δt 0 0 0 0 0 0 0 0 0 0
t=0 0 0 0 0 0 0 0 0 0 0 Force begins to act
t=Δt 0 0 0 0 2 0 0 0 0 0 Eq. 2.39 for j=5
t=2Δt 0 0 0 2 2 2 0 0 0 0 Eq. 2.39 for j=5
t=3Δt 0 0 2 2 4 2 2 0 0 0 Eq. 2.39 for j=6
t=4Δt 0 2 2 4 4 4 2 2 0 0 Force stops acting
t=5Δt 2 2 4 4 4 4 4 2 2 0 Standard Eq. for j=5
t=6Δt 2 4 4 4 4 4 4 4 2 2 Standard Eq. for j=5
A quite simple way to remove the numerical oscillations when external forces act on a relaxed
string, is to take the average value of the row n-1 and row n and substitute this values in the row
n (row is referred to the time step lines). Applying this on Table 2.5 (for T=3Δt):
TABLE 2.7 - CALCULATION TABLE FOR T=3ΔT (OSCILLATIONS REMOVED BY AVERAGING IN TIME
TECHNIQUE)
Segment Number: 1 2 3 4 5 6 7 8 9 10
COMMENTS
TIME DISPLACEMENTS
t=-Δt 0 0 0 0 0 0 0 0 0 0
t=0 0 0 0 0 0 0 0 0 0 0 Force begins to act
t=Δt 0 0 0 0 1 0 0 0 0 0 Eq. 2.39 for j=5
t=2Δt 0 0 0 1 2 1 0 0 0 0 Eq. 2.39 for j=5
t=3Δt 0 0 1 2 3 2 1 0 0 0 Force stops acting
t=4Δt 0 1 2 3 3 3 2 1 0 0 Standard Eq. for j=5
t=5Δt 1 2 3 3 3 3 3 2 1 0 Standard Eq. for j=5
t=6Δt 2 3 3 3 3 3 3 3 2 1 Standard Eq. for j=5
Note that this way of removing oscillations, by averaging, does not give quite correct wave
amplitudes when waves are also travelling along the string.
For accurate calculations of complex systems, the best strategy is to choose the time step so
small that changes in forces for each time step are small compared to peak values. Also, in
realistic systems there is almost always friction, and including this in the calculations will
gradually reduce all amplitudes, also those of numerical oscillations.
However, for waves traveling along the string this is never a problem, all types of end segments
and cross section changes give correct numerical solutions, without any numeric oscillations
appearing.
Why MatLab is used for this kind of numerical calculations? Because its easiness to handle
matrixes and numerical loops overcome several calculation limitations usually present in
programs like Excel. For instance, in MatLab one can divide the string in any desired number of
segments, while in Excel this should be done manually, which is not so practical.
Moreover, the flexibility it offers, for changing any desired parameter from the drill string, well
path, time steps, etc. can be done fast and the sensibility of the results can be readily seen.
MatLab results can be easily exported to Excel where further operations can be done to the
Calculation Tables.
As discussed earlier, the problem addressed by the thesis is based on the context when during
drilling the drill string has to be wedged to the drill floor each time the drill string length needs to
be increased or decreased by adding or removing stands. Therefore, when drilling for a floating
rig the top part of the drill string will follow the heave movement of the rig, as no heave
compensation takes place (drill string not hanging from travelling block). This forced heave
oscillation of the top of the drill string may be transmitted down the string and give pressure
fluctuations around the string, especially at the bottom end where the BHA and the drill bit act as
leaky pistons (swab and surge pressures). However, as the drill string is elastic, the bottom
movement of the drill string may be quite different from the forced movement at the top. Friction
forces along the drill string will reduce the amplitudes of the forced oscillations, but also depends
on elastic effects and wave interference phenomena. All the elastic effects and some of the
effects of friction are calculated in this program. The down hole oscillations of the drill string
drilling bit are also found, and the pressure fluctuations at the bottom were calculated.
The calculations are based on an example well case study, which is a “build and hold” type of
well, with 5” DP, 8” BHA and 12” wellbore, and a standard mud rheology. The main parameters
that will be evaluated are the ones entered by the user, such as contraflow percentage, mud
escape area, degree of mud moving with string, number of numeric segments in the drill string,
and wave parameters. Moreover the drill string length and well deviation will be changed as
well. All in order to evaluate their effects on the swab and surge pressure fluctuations and bit
movement given by the well case example.
The flow diagram for the whole Numerical Method is presented in Figure 3.1, and the MatLab
program code can be found in Appendix 8.4.
Parameters entered
Well Case Example
by user
MUD-DRILL STRING NUMERICAL PARAMETERS
Density of steel, speed of sound DRILLING MUD WELL PATH WAVE PARAMETERS
Data
- Minimun OD of BHA and DP - Adjusted ΔZ for BHA and mud - Weight of mud and steel for BHA
- Inner cross-section of BHA and DP 2) Amount of segments in each section of the drill string: - Weight of mud below the bit 1) First wave component parameters:
2) Wmud inside string and apparent densities: - Calculate the amount of segments in BHA, CSG, DP, vertical - Actual Amplitude
- Wmud inside BHA, DP and open hole section, curved section, deviated straight section and below the - Circular wave frequency
- Apparent densities of BHA and DP (include bit - Equation for the first wave shape
mud inside) 3) Segment Numbers: 3.2.5 FLOW AND CONTRAFLOW FACTORS 2) Second wave component parameters:
- Segment (#0): Top of string, forced point that follow the heave - Actual Amplitude
movement 1) Flow factors: - Circular wave frequency
- From Segment (#1) until Segment (#SNLAST-DP): Is the DP - For drill bit, BHA and DP - Equation for the second wave shape
section with constant cross section and follows the standard 2) Contraflow factors: 3) Resulting wave parameters:
numerical equation for DP. - For BHA and DP. - Positive (upward) and negative (downward)
3.2.4 DISPLACEMENT COEFFICIENTS
- Segment (#SNFIRST-BHA): Is the change in cross section from DP amplitudes
to BHA, then follows the equation for change in cross section. 1) Change cross-section DP-BHA - Peak to bottom amplitude
3.2.6 PRESSURE FACTORS - From Segment (#SNSECOND-BHA) until Segment (#N-1): Is the - Displacement coefficient for DP-BHA - Equation of resulting wave shape
BHA section with constant cross section and follows the standard and BHA-DP (superposition technique)
1) Turbulent Flow: numerical equation for BHA. 2) Change BIT-MUD (bottom of string)
- For the bit nozzles, BHA and DP - Segment (#N): Last segment at bottom end of drill string, follow - Displacement coefficient for BHA-MUD
2) Laminar Flow equation for free end with half segment and mud
- For the BHA and DP 4) Adjusted Lengths:
- Adjusted lengths according to the numebr of segments for BHA,
DP, CSG, vertical section, curved section, deviated straight
section and length from bit to well botom.
- SUM OF PRESSURES
- Pressure loss in drill bit
SECTION 6: RESULTS
numerical segments in which the string is divided and approx. Connection time (2
Numerical Calculations
- Segment numbers
- Depth in [m] (position in the well) [min])
- Deviation of well at above position 2) Define the boundary conditions in time (first two rows of the Table): The string is
- Coefficient of friction at above position relaxed and the forced heave movement at the top begins at t = Δt
- Numeric friction force in [m] 3) Calculate the displacements only for the firts segment of the string (forced point
that follows the heave movement)
4) Calculate the displacements for the segments inside section of constant cross
section in DP and BHA (follows the Standard Numerical Equation)
5) Calculate the displacements for the segments where the change in cross section
takes place.
6) Calculate the displacements of the last segment of the drill string (this is
calculated separately because it needs the ”SUM OF PRESSURES” value Only for the last segment displacement
calculated one time step delayed)
Note that all the variable definitions and units are presented in Chapter 7; and their
corresponding variable names in MatLab can be found there as well.
The drill string is assumed to be simply made of drill pipes, a BHA section made of drill collars
and a bit at the end.
Drill String:
Drilling fluid:
Friction Coefficients:
Well path:
As explained before, the majority of these parameters will be kept constant through all the
calculations, as they represent the base case for this study. Only the length of the drill pipe and
the deviation of the well after the KOP will be changed for making different calculation
examples and evaluate their effects onto the pressure fluctuations and bit movement. Other
parameters which will be evaluated are explained in the next section.
- Area for the bit mud escape section (AMUD-ESCAPE): This area is illustrated in the Figure
3.2, by the red colored area between the well bore and the bit.
FIGURE 3.2 - DRILL BITS CROSS SECTION IN THE WELLBORE (REF. WWW.CHINA-OGPE.COM)
As seen before, this area depend greatly on the type of bit used, if the wellbore is in
gauge, hole cleaning, etc. As the bit is pulled approx. 20 m from the well bottom when
making the connections, it is assumed that only drilling mud is around the bit, which
means that cuttings or rock debris is not plugging this area. Therefore, as this area can
vary, the user may choose between two areas, for the calculations:
1) An absolute bit-mud escape cross section area, for instance 20/10000 m2.
2) A relative bit-mud escape cross section area:
(3.3)
As this area for mud escape is used to calculate the flow and pressure loss factors for the
drill bit, this parameter affects directly the friction of the string against the upward mud
flow when the bit moves down and vice versa, increasing or decreasing the pressure
below the bit. It will be evaluated how these pressures below the bit affects the
amplitudes of the bit movements; therefore it can be calculated as a non-leaky piston and
analyze the amplitudes of the bit movements and the pressure variations below the bit.
- Degree of mud moving with string (DegMUD-MOVE) is a factor between 0 and 1, which can
be chosen by the user in order to define what percentage of the drilling mud, inside a drill
string segment, that is moving along with the drill string segment itself. It is a parameter
which helps making the calculation more accurate, regarding the friction inside the drill
string. As it is known, the mud to string friction inside the drill string is larger than on the
outside, both because of the smaller space, and also because all the friction from the mud
is only acting on the string inside wall; while on the outside the total mud friction is
distributed between the walls of both the string and the well or casing.
Contraflow conditions:
- Contraflow addition to volume flow (Contraflow): Is a factor that turn on or off the
contraflow addition to volume. When it has a value equal to 1 the contraflow is on, and
when 0 the contraflow is off. This parameter affects directly the “Contraflow Factors” of
the DP and BHA, so when this factor is zero there will not be any “Contraflow Factors”.
Therefore when calculating the volume flow for each time step, the contraflows can
increase or decrease the volume flow in the DP and BHA sections, as they are added
directly to the “Flow Factors”.
- Bit Coefficient (BITcoeff): Similarly to the Contraflow, it is a factor that turns on or off the
bit coefficient. It affects directly the “Flow Factor” for the drill bit, when it is on the Mud
Escape Area will be reduced, giving a larger flow through the bit; and when it is off the
Mud Escape Area will remain and the flow through the bit will be smaller.
As explained in the Section 2.2, regular waves with their own specifications plus the
superposition theory will be used to model the waves in North Sea, which will transmit the heave
to the top of the drill string. It is assumed that the platform heave movement follows the wave
amplitude. Moreover by using the information from Figure 2.17 (32), the wave parameters will
be changed according to that graph in order to get more realistic wave environments. These
parameters are:
- Heave amplitude of the first wave (Ah1): Is the first wave heave amplitude which is larger
than the second wave and affects greatly the heave movement of the platform. This heave
variation is very important to check how the bit displacement and pressures below bit are
affected by it, verifying the rig heave limitations and possible kick and loss scenarios due
to a narrow drilling window.
- Heave amplitude of the second wave component (Ah2): It is the second wave heave
amplitude which helps model the sea waves in a more realistic wave. As seen in Figure
2.12, the sea wave most of the times have a trochoidal shape; therefore, this second wave
aids in this objective and has a maximum value of Ah1/4.This limitation is included in
order to avoid a possible peak at the through of the first wave component; which would
not make a complete flat through as desired. Moreover the frequencies of the wave
components must have whole numbers relationships.
The pressure fluctuations and bit displacements generated by different waves, and whose
parameters are changed by the user, will be analyzed. This is of prime importance for the thesis
findings.
Numerical parameters:
- Number of numerical segments (N): This is the number of segments in which the user
wants the drill string to be divided into. It affects directly the length Δz (space step
length), and consequently the time step Δt. These parameters are very important in order
to define the number of segments and calculations accuracy. As the program was done in
MatLab, this parameter can be easily changed; for instance, if N is increased, then the
string will be divided into more segments (Δz and Δt smaller), and the resulting
calculation table will increase in size. The effects on the pressure fluctuations below the
bit and bit displacements will be evaluated due to the change of this variable.
- Amount of time steps to be calculated (times): is directly chosen by the user and should
not be confused with the time step Δt. This amount just refers to how many time steps
one wants to calculate. One must be careful not to choose a very small value, because the
oscillations at the top of the string might not have enough time to travel down to the
bottom of the drill string; and not too large because this will make the calculations slow
and impractical.
- BHA type of end (BHAend): As explained in section 2.3.5, a drill string can have two
types of ends, half segment end or whole segment end. If BHAend=0 then the drill string
end with a half segment, if BHAend=1 then the end is with a whole segment but coupled
to the mud. As the objective is to calculate the pressure fluctuations and bit displacement,
it is better to end the string with a half segment as the calculations for that last midpoint
will be more accurate and will represent directly the point of interest for the thesis.
(3.4)
(3.5)
- Cross section of well (Awell): is simply the area of the well using the outer diameter of the
bit in m2.
- Minimum outer diameter of DP, depending on its own weight and the drill string
minimum inner diameter (MINOD-DP):
` (3.6)
- Minimum outer diameter of BHA, depending on its own weight and the drill string
minimum inner diameter (MINOD-BHA):
(3.7)
- Inner cross section of DP (ICSDP), is the rest between the maximum outer area,
considering the specified outer diameter from data and the calculated minimum outer
diameter, of the DP minus the material cross section:
(3.8)
- Inner cross section of BHA (ICSBHA), is the rest between the maximum outer area,
considering the specified outer diameter from data and the calculated minimum outer
diameter, of the BHA minus the material cross section:
(3.9)
- Weight of mud in DP (WDP) is the weight of the mud inside the DP per length unit of DP:
(3.10)
(3.11)
- Weight of mud in Open Hole (WOH) is the weight of the mud in open hole per meter:
(3.12)
- Apparent density of DP material including the mud (AρDP) is basically the density of the
DP steel which is added by the mud density which is inside the DP according to the
“Degree of mud moving with string”, defining how much mud inside the DP is moving
along with the DP:
(3.13)
- Apparent density of BHA material including the mud (AρBHA) is analogue to the DP
value:
(3.14)
Another two important midpoints are: the top of the drill string which will move according to the
platform heave movement, and the bottom of the drill string where the bit displacement and
pressure fluctuations are calculated. For the first, it is assumed that the first segment midpoint of
the whole string is the one that is attached to the slips in the drill floor, so as it is a forced point it
will transmit the heave forces/oscillations to the string. For the second, it is extremely important
to have a segment midpoint at the bottom end of the drill string (free end with a half segment), so
that the bit displacement and pressure will be accurately calculated for that exact position of the
drill string.
For making these calculations, the only input needed is the desired amount of numerical
segments that the user wants to divide the string into (N), so it is assumed to be known.
(3.15)
- Adjusted speed of sound in DP (cadj-DP) is the new speed of sound for the DP considering
the mud that is inside itself, by introducing the apparent density calculated in the previous
section. This will affect the time step later.
(3.16)
- Time step length (Δt) is the time lag between each calculation, as the displacements for
all the segment midpoints are calculated in time intervals of Δt.
(3.17)
- Displacement unit (Δx) is the unit chosen for converting the numerical displacements no
units into physical displacements m , for instance. As gravity is present, it is convenient
to be calculated as follows:
(3.18)
This unit of displacement will be helpful in order to calculate the “Numeric Friction force
in meters”, explained later.
- Adjusted speed of sound in BHA (cadj-BHA) is the new speed of sound for the BHA
considering the mud that is inside itself, by introducing the apparent density calculated in
the previous section. This will affect the space step length for the BHA, which will be
adjusted by this new speed of sound.
(3.19)
- Adjusted space step length for BHA (ΔzBHA) is adjusted due to the adjusted speed of
sound in the BHA and is used to calculate the final length of BHA after placing the
segments and adjusting the lengths.
(3.20)
(3.21)
These are basically found by rounding up the number of segments that would fit in the lengths of
DP, BHA, etc. defined by the well path. It is important to remember that the number of segment
is an integer number; that is why they are rounded for each section of the drill string.
(3.22)
(3.23)
(3.24)
(3.25)
(3.26)
(3.27)
(3.28)
After finding the amount of segments that each section have, one must calculate the segment
numbers of the different sections in order to later apply the corresponding numerical equation to
each segment number. These are referenced in Figure 3.3 and their corresponding segment
number and numerical equation are also presented.
(3.29)
(3.31)
7
Finally, in (7) is the last segment number (N),
FIGURE 3.3 - IMPORTANT NUMBER OF
which is a free end half segment and follows the
SEGMENTS ALONG THE DRILL STRING
numerical equation Eq. 2.14.
Adjusted Lengths:
Due to the fact that the user can define the amount of segments in which the drill string is going
to be divided into (N); the lengths of the sections that at the beginning were defined by the well
path now have to be adjusted according to the number of “entire” segments of each section.
(3.32)
(3.33)
(3.34)
(3.35)
- Adjusted length of vertical section before the KOP considering its segments:
(3.36)
(3.37)
(3.38)
(3.39)
(3.40)
- Adjusted depth from bit to well bottom, considering the space step in mud:
(3.41)
These correctly adjusted lengths are very important in order to calculate the loss of pressure due
to friction in the annulus (pressure factors), explained later.
- Weight of mud and steel for the DP section (WMUD-steel DP) is the weight of the steel plus
the mud contained in one space step length Δz:
(3.42)
- Weight of mud and steel for the BHA section (WMUD-steel BHA) is the weight of the steel
plus the mud contained in one space step length Δz:
(3.43)
- Weight of mud below drill bit (WMUD-below bit) is only the weight of mud in one space step
length equivalent for the mud ΔzMUD:
(3.44)
(3.45)
(3.46)
(3.47)
(3.48)
Now, the flow factors, when multiplied by the displacement of the last midpoint (at the bottom of
the string) represents the volume that flows through the drill string at any specific time step Δt,
for any given section, such as DP, BHA or bit. To calculate the total volume flow, it must be
added the contraflow factors that when multiplied by the “Average movement” of the whole drill
string section in question, will increase or decrease the volume flow. However, the total volume
flow calculation for each section will be explained in Section 3.3.4.
Flow Factors:
(3.49)
(3.50)
- For DP (FFDP):
(3.51)
Contraflow Factors:
(3.52)
(3.53)
It is very hard to calculate exactly which flow regime is present at any given time step or section
of the string, because the time steps are very small thus is not practical. However, as the
objective is to calculate the surge and swab pressures below the bit, these are going to be greater
when the friction pressure loss in the annulus have larger values. Therefore, for making the
calculation even more severe, when calculating the pressures, only the maximum value between
turbulent and laminar flow will be considered.
Turbulent Flow:
- Pressure factor for the drill bit nozzle (PFBIT): As seen in its units, it must be multiplied
by the squared volume flow in the drill bit, so bar is obtained.
(3.54)
- Pressure factor for the BHA (PFBHA-TUR): As seen in its units, it must be multiplied by the
volume flow in the BHA with exponent 1.8, so bar is obtained.
(3.55)
- Pressure factor for the DP (PFDP-TUR): As seen in its units, it must be multiplied by the
volume flow in the DP with exponent 1.8, so bar is obtained.
Laminar Flow:
As seen in Table 2.1, the pressure loss equations for laminar flow have two terms, the first
depending on the “volume flow” and the second independent of it: P=a*Q + b. This means that
they cannot be multiplied by the volume flows directly, as the turbulent pressure factors.
Therefore, when applying the laminar flow pressure factors, the pressure must be calculated by 2
operations: First, multiply the volume flow with the laminar pressure factor (a), and second add
the independent term (b).
(3.57)
(3.58)
Then for calculating the pressure in one time step, in the BHA section:
(3.60)
(3.61)
Then for calculating the pressure in one time step, in the DP section:
Another important factor is the pressure to force factor (PFFDS) against the drill string. As its
name states, it is the factor that converts the sum of pressures losses into a force with upward
direction (-) which acts on the drill bit area (borehole area minus mud escape area) at the bottom
of the string. This factor is calculated as follows:
(3.63)
As this factor unit is m/bar , when multiplied by the sum of pressures losses in DP, BHA and
drill bit in each time step, it gives a displacement in m that is used to calculate the last segment
midpoint displacement (at the very bottom of the string) by introducing it into its numerical
equation. This calculation is explained in the Section 3.3.3.
First some preliminary parameters are calculated, and at the end the full wave equation is
presented, which will only depend on time.
- Adjusted amplitude of the second wave component (ADJAh2): The second wave
amplitude must be adjusted in case its input is larger than Ah1/4, in order to represent
correctly the physical wave shape. This must be done in order to avoid the possible
formation of peaks at the through of the first wave component.
(3.64)
(3.65)
FIGURE 3.4 - SHAPE OF THE FIRST WAVE COMPONENT (GRAPH MADE IN WWW.FOOPLOT.COM)
Second wave component parameters: Is with a phase of π/2 ahead from the first wave and has
double the circular wave frequency (whole number relation).
(3.67)
(3.68)
- Wave shape:
(3.69)
(3.73)
Due to the lack of information, is assumed that the platform heave movement will follow the
wave amplitude described above. Note that more complex wave models can be used in order to
better represent the North Sea waves. However, it is more important to analyze the effect that
different average platform heave movements have over the pressure fluctuations below the bit,
and how harmful they can be to the drilling operations. As explained in Section 2.2.2,
However, the calculation does not finish by only calculating the displacements using the
numerical equations; but the bit movement and pressure fluctuations below the bit must be
calculated as well, which are the prime objectives of the thesis. For this end, another calculation
Table is required, next to the Numerical Calculation Table, where the volume flows, pressures
and movements are calculated using the displacements calculated in the previous Numerical
Calculation Table. Both Tables will be explained in detail later.
As MatLab has the capability to export data to Excel sheets, it will be explained what data is
exported to Excel and how, in order to easily analyze which variables affect the pressure
fluctuations and bit movement, and build figures and tables for a better appreciation.
3.3.1 Friction
The forced heave oscillation of the top of the drill string may be transmitted down the string and
give pressure fluctuations around the string, especially at the bottom end where the BHA and the
drill bit act as leaky pistons. However, as the drill string is elastic the bottom movement of the
drill string may be quite different from the forced movement at the top. Friction forces along the
drill string will reduce the amplitudes of the forced oscillations, but depends also on elastic
effects and wave interference phenomena. All the elastic effects and some of the effects of
friction are calculated here.
The numerical method calculates the movements of a drill string at a number of equidistant
points along the string, and only at equidistant points in time. This method includes full
calculations of the string elasticity in the axial direction, and allows the inclusion of the linear
viscous friction (inside and outside the string) and contact friction between the drill string and
walls of the well. These frictions can be seen in the following Figure:
This friction is the result of the drilling fluid flowing inside the drill string. It is certainly larger
than the fluid friction on the outside, because of the smaller space inside the string than in the
annulus; and also because all the friction from the mud is on the inside wall, while on the outside
the total mud friction is distributed between the walls of both the string and the well.
This inside drill string friction will be represented by the “Degree of mud moving with the
string”, which will define what percentage of mud is moving along with the string. To see if this
friction is important, an extreme form of inside mud friction will be tried, were the mud will be
forced to follow the movement of the string (DegMUD-MOVE=1). This will only add mass to the
string, and is possible to calculate exactly.
The increasing pressure below the bit due to friction against the mud flow upward when the bit
moves down, and decreasing pressure when the bit moves up, strongly reduces the amplitudes of
the bit movements. In addition it is very complicated to calculate friction forces against the drill
string when the string surface velocity keeps changing due to oscillations in the axial direction.
For these calculations, liquid friction was therefore included only as steady state viscous friction,
giving smaller viscous friction forces than expected. However, it is very important, first, to find
these friction forces against the drill string due to only its axial vibrations; then prove that its
effect, compared to the contact friction in deviated wells, is much less.
(3.74)
In order to generate the pressure gradient, a force gradient is needed which is equal to the
pressure gradient, times the cross section area of the annulus: AA=(π/4)(D2-d2). This force
gradient is balanced with the total friction force against the walls of the well in the annulus
(Newton’s third Law).
The total friction force against the walls of the annulus is assumed to be evenly distributed
between the outer surface of the drill string and the inner surface of the wellbore. This is exact
for a very narrow and parallel annulus; however for a real well, the friction on the string will be
somewhat less that on the walls of the well. Therefore, by making this overestimation of the
viscous friction against the drill string will not matter much, as the purpose is to prove that the
contact friction is much larger than the viscous friction over the drill string. So, if it is proven
that the contact friction is larger than the overestimated viscous friction over the string; then the
contact friction will certainly be greater than the actual value of viscous friction. The friction
force per unit length along the drill string is the less than:
(3.75)
A constant friction against the drill string cannot influence axial drill string vibrations; it is only a
change of axial friction due to vibration that can reduce the amplitude of these vibrations. Then,
in order to evaluate this, the variation of the axial velocity due to axial vibrations must be
calculated. A simple example of generation of axial vibrations is the formation of a lobe pattern
(series of radial ridges) in the well bottom when drilling. As the parts of the drill bit, in contact
with the formation, move around it is forced to move up and down over the lobe pattern ridges.
The best known example is when drilling with a tri-cone bit, when a stable tri-lobe patter often is
generated. This forces the bit to move up and down three times for each revolution of the bit. The
axial movement of the drill bit, for a smooth n-lobe patter where the cross sections of the lobes
have a sinusoidal shape, is given by:
(3.76)
Where, A is the lobe pattern amplitude, f is the RPM of the bit, t is time, n=3 is the contact points
for a tri-cone.
=> (3.77)
In a hypothetical situation where the drill string has a constant axial velocity (vmax), the change of
mud friction force against the drill string will be approximately equal to the change found by
changing the mud flow velocity by this amount. The reason it is not exactly equal to this, is that
then the wall of the well must also move with this velocity. The difference in velocity between
the well and the drill string will slightly skew the velocity distribution of the mud in the annulus,
and this will slightly affect the velocity of the mud against the drill string. This effect is,
however, very small when the string axial velocity is much smaller than the mudflow velocity.
In order to verify that the string axial velocity is indeed smaller than the mud flow velocity, it
can be assumed some reasonable values for calculating them. A bit with a pattern amplitude of
A=3 mm , and f=120RPM=2 s-1 , results in vmax=2π*3*2*0.003=0.1131 m/s. This velocity is
considerably larger than the ROP, which for a soft rock is around 30 m/hr =0.0083 m/s. On the
other hand, the average flow velocity of mud in the annulus, corresponding to 3000 lpm , 5” DP
and 8”IDwell, is vmud=Q/AA=5.06 m/s. As seen here, the axial vibration velocity is considerably
smaller than this average flow velocity of mud; moreover as ROP is even smaller than the axial
vibration velocity, the ROP is neglected.
Then, by changing the average mudflow velocity by vmax, which is equivalent to change the
mudflow volume flow rate by vmax*AA, a change in friction force is given by:
(3.78)
(3.79)
Where ΔF is the friction force acting on the drill string due to its vibrations.
(3.80)
Then by using the fact that the axial vibrating velocity (vmax) of the string is small compared to
the mud flow speed (vmud), this can be approximated by: (vmax<< vmud) = (y << x)
Finally, the friction force acting on the string due to vibrations is:
(3.82)
If these both last equations are evaluated for any reasonable values, one can see that the absolute
maximum error, when making this simplification, is less than 1% of ΔF/ΔL calculated with Eq.
3.82. Therefore, it can be concluded that the error due to the simplification of the friction
calculation is quite small. However, as it is very complicated to calculate friction forces against
the drill string when the string surface velocity keeps changing due to oscillations in axial
direction, the error done by assuming steady state flow condition in deriving the equation for the
changing friction due to the string axial vibrations is not small. Unfortunately, it is very difficult
to calculate the correct friction for the non-steady state flow actually taking place around the
vibrating string.
For steady state laminar flow it is possible to calculate the correct friction force, up to the point
where the vibrations are sufficient violent to induce turbulent flow. For the calculations done
here, it is assumed turbulent steady flow, as used in the beginning in Eq. 3.74; so the friction
against the vibrations cannot increase due to inducing turbulent flow as for laminar steady state
flow. Nevertheless, the mud friction against the vibrating string is probably considerably larger
than the one calculated here. But as shown later, this outside viscous friction is very small
compared to contact friction; therefore it is reasonable to assume that for deviated wells the
contact friction dominates.
As discussed in Section 2.3.8, as linear friction assumes steady state conditions (string moving
with constant speed), which contradicts completely what the numerical method developed here is
trying to do: analyze strings that are not moving with constant speed, that are vibrating, suddenly
accelerating, and so on. Therefore, contact friction is the dominating friction against the string,
and the one that will be treated here.
The contact friction was calculated for a no tension string. But this was only done to get the
contact friction forces as a function of depth. This was accurately calculated considering the
friction coefficients between steel to casing, and steel to rock.
Then the contact friction gradient is given by, according to the previous Figure:
(3.84)
Where µ is the contact friction coefficient, k is the buoyancy factor, ms is the drill string mass per
unit length and α is the deviation angle.
Therefore to make the final comparison between the outside viscous friction (Eq. 3.82) and the
contact friction (Eq. 3.84), one can assume some reasonable values. For the first equation, an
average flow velocity of mud in the annulus, corresponding to 3000 lpm , 5” DP and 8”IDwell, is
vmud=Q/AA=5.06 m/s , a bit with a pattern amplitude of A=3 mm , f=120 RPM =2 s-1 ,and n=3
for a tri-cone. And for the second k=0.85, ms=40 kg/m , α=30°, and µ=0.2.
In this case the contact friction is almost 90 times larger than the friction against the mud. Even
if the actual mud friction may be considerably larger than calculated here; due to the more or less
impossibility to avoid small bends and deviations from a perfect well path, the contact friction
On the other hand, as contact friction certainly influences the results, effort must be placed in
trying to calculate this as accurate as possible. Then for contact friction there are no numeric
errors except for the inaccuracy in determining the moment when the drill string changes the
direction it slides. It is explained in Section 2.3.8, as a problem to determine the plus or minus
sign of the friction term in the numerical Eq. 2.38, when inconsistencies appear and make the
concept self-contradictory. This situation was explained by the fact that the segment has stopped
due to friction, or if the velocity of the segment turn from positive to negative even without
stopping. The reason is because the exact time when the segment stopped cannot be determined,
and then by using smaller time steps the error can be minimized. However, there are 2
approximations that can be done in order address this issue.
The first, and the easiest, is to assume that the segment has stopped and simply set XN=X. If this
rule is adhered, the string will not start moving again until:
This first solution can be easily adhered to the numerical equations when calculating the
displacements. For example:
- String with constant cross section (Standard numerical equation, Eq. 2.9)
- Assumed that the segment is moving in positive direction (X>XG) then (-) sign for the
friction shall be used, for a start.
- An “if” statement can be build using Eq. 2.37 to represent this situation according to the
Figure 3.9 below:
, where:
Case 2: Applies when (XA - XF) < X, this indicates that (+) sign must be used, which lead
to Case 3.
Case 4: Applies when (XA + XF) > X, which indicates that (-) sign must be used, which
leads to Case 1 again, which is inconsistent and self-contradictory! Therefore, in this
situation it is assumed that the segment stopped and XN = X.
The second approximation, quite more complex but more accurate, is to calculate the position
where the segment has stopped by a 3 points parabolic approximation, rather than just assume
the same position (XN=X). This approximation is calculated as follows:
Parabola Eq.: X
(3.85)
Finally, by applying the first derivative on Eq. 3.85, and equalizing to zero, one can readily find
the maximum point of the parabola; therefore, this point will be considered as the position where
the segment stopped (XN=XM).
All these considerations and limitations regarding the viscous friction inside the string, outside
the string and contact friction are considered when making the program in MatLab. Therefore it
was very important to explain their limitations, how they are calculated and what approximations
can be done in order to address some issues encountered, as accurate as possible.
The Calculation Table follow the same structure as Table 2.5 explained in Section 2.3.9, but it is
a little more complicated since more information has to be shown and more calculations are
done. Moreover, some preliminary calculations will be shown as well, needed for the
displacements calculations explained in the next section.
The whole results Table is divided into 2 main Tables, the first is “Displacement Calculations
Table”, and the second “Bit Movement and Pressure Calculations Table”; both can be observed
below and each section of them will be explained.
Section 1: It basically comprises all the information and preliminary calculations before
beginning with the displacement calculations.
The first row “Segment Number”, it is an informative row that represents all numerical segments
in which the drill string was divided (N, introduced by the user). It is very important for checking
if the right numerical equation was used for the right segment number and for calculating the
position in the well (next row).
Second row “Depth m (position in the well)”, represents the position of the segment in meters, is
calculated by multiplying the segment number by the space step length (Seg.Number*Δz).
Third row “Deviation of the well at above position”, represents the deviation in degrees at the
position calculated in the second row. Therefore, according to the position that the segment is in
the well and the well path, this value is calculated as shown below for each segment:
Then Dev = 0°
Else if (Position in the well < Depth of KOP + Length of curved section)
Then
(3.86)
Fifth row “Numerical Friction Force in m ”, is perhaps the most important row in this section,
because it represents the contact friction that will be considered when calculating the
displacements in the next section. It is calculated according to the Eq. 3.84, using the parameters
specified in the fourth and third row, for each segment number:
Section 2: Is basically the part where the displacements are calculated for each and every
segment of the string, at every time step. As seen in Table 3.1, this section is divided into two
main columns, one is the time steps (“TIME”) and the other the displacements for each segment
(“DISPLACEMENTS”).
Note that there is a more yellowish section (times: t=-Δt and t=0), where the boundary
conditions in time must be specified. These initial displacements must be found from the actual
condition of the string, which in this case are all zero as the string is relaxed, and the heave
movement transferred to the string will begin at time t= Δt.
Therefore, the numerical calculations begin, indeed, at the row where time t=Δt, from segment
zero until segment N. The displacement calculation must begin from left to right, considering any
boundary conditions in space for the different segments. These calculations will be explained in
Section 3.3.3.
This Table is complementary to the Displacements calculation Table, as it has two main
purposes only.
The first, which comprises sections 3, 4 and 5, its main objective is to calculate the last column
of section 5, which is “Sum of pressures bar ”. The detailed calculation of each column will be
explained in Section 3.3.4; however a brief explanation of them is given here.
To begin with it is very important to explain that the calculations for these columns is delayed
one time step compared to the “Displacement Calculations Table”, because the displacement of
the last segment (N) is calculated using the “Sum of pressures” result from one time step before.
This means that, for example, if the displacements are being calculated for t=Δt for the segments
1 to N-1, then for calculating the displacement for the segment N, the “Sum of pressures” must
be already calculated for one time step before t = Δt – Δt.
The second purpose of this Table, section 6, is to calculate and show the results basically from
the whole program, which are the bit displacement “Maximum and minimum amplitude of bit m
” and the pressure fluctuations below the bit “Maximum and minimum pressure below bit bar ”.
These two columns are the most important results from the Numerical Method, and will be
explained and discussed in the Section 3.3.4.
As explained in the previous section, this Table is divided into two sections as seen in Table 3.2.;
the first (green color), preliminary calculations which was explained before, and the second
(yellowish color), will be explained in here. Therefore it is assumed that the Section 1 of this
Table is already calculated and known.
The first operation, before calculating the displacements, is to define the time steps which are the
first column in the Section 2 (Table 3.2.). As the amount of time steps, to be calculated, are
directly entered by the user (times) is fairly simple to generate this column with a loop operator;
for instance, a “for” loop with a counter that begins at 1 until times, where each row is the result
of the counter*Δt, beginning at t=- Δt.
The second is to define the boundary conditions in time (first two rows: t=-Δt and t=0), which
for this analysis will be all zeros for all the segments midpoints, as the string is relaxed. So at
time t=Δt, the top part of the string (first segment) begins to move as forced point according to
the rig heave movement.
And third, as the first segment represents the point where the slips are holding the drill string, it
is a forced point that depends on time only, and not on other displacements. Therefore, the
displacements for this segment can be done independently for all the times, whether the other
segments displacements are calculated or not. Similarly to the time steps, a simple “for” loop is
used to calculate it for all the times (from t=Δt until t=nΔt) using the following equation:
(3.87)
Finally after defining the three points, explained above, the displacements can begin to be
calculated for the time t=Δt and second segment, going row by row from left to right. These
calculations were done using two “for” loops, the first counting the columns (segments) and the
second counting the rows (times). Then inside both loops, the operator “Case” was used, which
evaluates which segment number is in question and analyzes whether it corresponds to a change
in cross section, the last segment of string, or a segment inside the section with constant cross
section; in order to apply the corresponding numerical equation. The displacements, then, are
calculated as follows for all segments in the drill string:
The segments that apply into this category are all the segments of constant cross section where at
least half of the neighboring segments, closest to the segment in question, have the same cross
section; whether in the DP or BHA section. As explained in Figure 3.3, Section 3.2.2, these
segments are:
- From segment number 2 until Last Segment of DP section (#SNLAST-DP), for the DP
section.
- From Second segment in BHA (#SNSECOND-BHA) until segment N-1, for the BHA section.
These segments will follow the Standard Numerical equation 2.9, but including the contact
friction already calculated in the fifth row of Section 1 in Table 3.2 and the approximated
solution if the friction shows inconsistencies (segment stopped due to friction) as follows,
assuming that the segment in question is number j:
If
Then
Else if
Then
Else
As seen above, the last “else” represents the approximation made when the inconsistent self-
contradictory situation of the segment being stopped due to friction appears, as explained in
Figure 3.10; therefore this approximation can be easily changed by the 3 point parabolic
approximation, explained in Figure 3.11, by applying the Eq. 3.85 to find more accurately where
the segment stopped. Note that this change can be done for absolutely all the segments in the
This segment midpoint is the closest to the change in cross section DP-BHA, and its segment
number is represented by “First segment of BHA” (#SNFIRST-BHA), in Figure 3.3. Therefore, the
displacement of this segment midpoint is found by applying the numerical equation for change in
cross section (Eq. 2.19), considering the friction as usual; but instead of applying the relation of
cross sections it will consider the displacement coefficients from Section 3.2.4, as follows.
If
Then
Else if
Then
Else
One must check that the previous equations are applied in the correct segment number,
corresponding to the change in cross section; otherwise the displacements will be completely
wrongly calculated.
This segment midpoint is at the very bottom of the drill string, represented by the segment
number N in Figure 3.3. It will follow the equation for free end ending with a whole segment
(Eq. 2.12), because the type of ending is chosen by the user (BHAend) which will be considered in
its final equation. Furthermore, this segment is considered as a change from BHA to MUD,
similarly to a change in cross section but instead of using Displacements Coefficient from DP to
BHA, it will use Displacements Coefficients from BHA to MUD calculated in Section 3.2.4.
This displacement is quite complex to calculate, as it has to consider the friction as usual, the
type of ending (half or whole segment), and the force exerted over the bit (upward direction
equal to “Pressure to force factor” times “Sum of pressures”) due to the pressure losses in the
different sections. “Sum of pressures” is calculated in the Table “Bit Movement and Pressure
Calculations” one time step before the displacement in question here, its symbol will be “G∑P”,
for less complexity in the equations (G because is “gammel” or old, because it is calculated one
time step behind).
Else if
Then
Else
This section simply calculates the average movement of the whole segments of DP and BHA
sections, at every time step. The average movement is defined as the sum of all the
displacements within a given section divided into the amount of segments within the same
For the DP section, from segment number 1 until Last Segment of DP section (#SNLAST-DP):
(3.88)
For the BHA section, from Second segment in BHA (#SNSECOND-BHA) until segment N-1:
(3.89)
Note that neither the DP section nor BHA section, consider the segment where the change in
cross section is present, as this represent the end of DP section and beginning of BHA section.
The volume flows are calculated for the three sections of the drill string: bit, BHA and DP. As
explained in Section 3.2.5, the absolute value of flow factors when multiplied by the
displacement of the last segment at the bottom of the drill string, gives the volume flowing
through the drill string at any time step and for any given section of the drill string. Therefore, to
calculate the total volume flow, for each section, the contraflow factors must be included which
when multiplied by the “Average Movement” (explained previously) will increase or decrease
the flow, depending on the calculated average movements. So, these are calculated as follows:
For the drill bit, only the displacements for the last segment of the string are considered:
(3.90)
(3.91)
Where, AMGBHA is referred to the old value (one time step before the time in question) of
average movement of the BHA section.
(3.92)
Similarly, AMGDP is referred to the old value (one time step before the time in question) of
average movement of the DP section.
This section’s aim is to determine the pressures due to the outside viscous friction on each
section of the drill string. Even though, these are called factors, they will not be multiplied by the
displacements to get the pressures. These factors, as explained in Section 3.2.6, were built using
the equations for pressure losses in annulus from Table 2.1 (Drilling Data Handbook), so it is
clearly seen that they depend on the volume flow. Therefore these pressure factors will be
multiplied directly by the “Volume Flow” calculated in the previous section.
As the surge and swab pressure fluctuations below the bit will be greater if the viscous friction
losses are larger; to make the calculations even more severe, the pressures for each section
calculated here will consider only the maximum value of pressure obtained by either applying
laminar or turbulent regime pressure factors.
Then the pressures for each section are calculated as follows, note that the calculation of these
pressures are done at the same time step as the volume flow calculated before, still delayed one
time step compared to the displacements:
For the bit, the pressure factor for the bit nozzles is calculated directly:
(3.93)
For the BHA section, the maximum pressure between laminar and turbulent must be calculated,
note that Eq. 3.59 must be applied when calculating the pressure loss for the laminar regime:
If VFBHA ≠ 0
Then
Else
For the DP section, similarly the maximum pressure must be calculated applying Eq. 3.62 for
laminar regime:
If VFDP ≠ 0
Then
Else
When applying the laminar pressure factors which have 2 terms (the first is factor of volume
flow and the second term is volume flow independent); and the volume flow is zero, according to
the equation, there would still be a pressure loss which is not correct. Therefore an “if” exception
operator must be included here when programming,
After the calculation of the pressures for all the time steps is done, the last column of this Section
can be calculated: “Sum of Pressures bar (G∑P)”. This is simply the sum of all the pressures
This section shows the two main results from the Numerical Method presented here, the
pressures below the bit and the bit movement. Obviously these are calculated for all time steps
and do not show the desired results directly, still some small operations should be done in order
to calculate them and obtain the desired values for further analyses.
For the pressures below the bit in bar , it is more representative to define the maximum and
minimum at each time step, therefore these are calculated as follows.
For the bit movement (Amplitude of bit) in m , the maximum and minimum are calculated as
well considering only the displacement of the last segment midpoint of the string (N):
Note that the prefix “G” refers to “gammel” or old that represents the value of the preceding
variable, but one time step before. Both results, pressure fluctuations and bit movement, will be
After the above Table had been filled up with the correct values, another matrix is created for
showing all the displacements properly, looking at the end like Table 3.1. Only then the matrix
from MatLab is exported to Excel for further analysis. Note that the matrix in Excel show only
numbers, but it strictly follows the Table 3.4 structure and format.
Then, the main objective of this chapter is to show how the drill string movement and pressure
fluctuations are affected by some important variables which are introduced directly by the user
(explained in Section 3.1.2), and the change of the drill string length and deviation of the well.
These variations will be calculated and presented with figures and tables. Note that all the results
are based on the example well case presented in Section 3.1.1, which is a “Build and Hold” type
of well. The well is drilled vertically from surface to the KOP, where the well is steadily and
smoothly deflected until a maximum desired deviation. The established angle and direction are
maintained while drilling to the target depth. The drill string has a 5” DP section followed by 200
m of 8” BHA section at the bottom, and a 12” drill bit. The drill string steel and drilling mud
properties are considered as standard.
- Bit displacement upwards m : As the positive direction is downwards for all the
displacement calculations, these values are negative and are found in the column
“Minimum Amplitude of Bit m ” located in Section 6, in Table 3.3.
- Bit displacement downwards m : are the values found in the column “Maximum
Amplitude of Bit m ” located in Section 6, in Table 3.3.
- Swab effect below bit bar (pressure decrease): As these are pressure decreases, these
values are negative and are found in the column “Minimum Pressure below bit bar ”
located in Section 6, in Table 3.3.
- Surge effect below bit bar (pressure increase): are the values found in the column
“Maximum Pressure below bit bar ” located in Section 6, in Table 3.3.
It is important to explain how the above results should be appreciated and understood; and which
important values should be emphasized the most. Then, assuming any giving well case scenario
with a defined wave environment, well path, drill string, etc. The rough results are presented in a
FIGURE 4.1 - BIT MOVEMENT VS TIME, FOR AN EXAMPLE WELL CASE SCENARIO
FIGURE 4.2 - PRESSURE FLUCTUATIONS VS. TIME, FOR AN EXAMPLE WELL CASE SCENARIO
In both Figures above one can clearly appreciate the trends of continuously increasing or
decreasing as time goes by. This is because the forced movement of the top part of the drill string
is not immediately felt at the bottom, so as the time goes by the oscillations (waves) will keep
travelling downwards the string until reaching the relative maximum and minimum values. The
relation between both Figures can be seen by the colors; for instance, in Figure 4.1, the upward
movement of the bit (blue line) has a corresponding decreasing pressure in Figure 4.2 (blue line
as well), representing the decrease in pressure (swab). The same applies for the downward
movement of the bit and the corresponding increase in pressure (red line).
Even though both graphs are important to observe how the oscillations are developed in time,
how the pressures are building up and the corresponding bit movement; it is of more interest to
The variables that will be evaluated with respect to how they affect the bit movement and
pressure fluctuations are presented in the following Table:
TABLE 4.1 - PARAMETERS ENTERED BY USER, WHICH AFFECT BIT MOVEMENT AND PRESSURE
FLUCTUATION CALCULATIONS
- Area of mud escape will have a relative value of 10% of the bit area. Because according
to the type of bit, this area might vary significantly, but in general it increases with the bit
diameter. Therefore to choose an absolute value (i.e. 20 cm2 ) for any kind of bit is not
very realistic.
- Bit coefficient will have a value of zero (turned off), therefore the contraflow factor for
the bit will consider only the area of the wellbore minus the area of mud escape, for its
calculation.
- Amount of time steps is defined by the approximated time spent in making one
connection. Even though it depends directly on the time step (Δt), which depends on the
amount of numerical segments and speed of sound in steel, this will be calculated to
approximately represent 2 minutes.
- BHA type of ending will have a value of zero (end with half segment), because when
having the segment midpoint at the very bottom of the drill string, the calculations of bit
displacement and pressure fluctuations at this point will be exact.
Then after having defined the previous variables, the effects of two important variables will be
evaluated for a given wave condition. These are the “Degree of mud moving with string” and
“Contraflow” whose effects on the bit movement and pressure fluctuations will be evaluated
with non-varying wave conditions. This is explained in the Section 4.1.
Afterwards, the platform heave amplitude (assumed to follow the wave amplitude movement)
and amount of numerical segments will be evaluated, given different conditions of contraflow
and degree of mud moving with string. These calculations are presented in the Section 4.2.
Finally, the drill string length and well deviation will be evaluated, given the same well case
scenario. This analysis is very important in order to know how the well path and drill string
affects the pressure fluctuations and bit movement. The results are presented in the Section 4.3.
As explained before, the mud to string friction inside the drill string is larger than on the outside
due to the smaller space. In addition all the friction from the mud acts on the string inside wall.
This inside mud friction can be modeled by adjusting the value of the parameter “degree of mud
moving with string”. As this effect only adds mass to the string numerical segments, it is possible
to calculate it exactly. Therefore, now it will be evaluated how important is this friction and how
it influences the bit movement and pressure fluctuations.
The results are, for an approximated time of connection equal to 1.78 min :
5
19,5
4,95
19
4,9
18,5
4,85
18 4,8
17,5 4,75
0 0,25 0,5 0,75 1
Degree of mud moving with string [%]
Pressure increases (SURGE) [bar] Bit moves down (SURGE)
FIGURE 4.3 - SURGE EFFECT AND CORRESPONDING BIT MOVEMENT, GIVEN DIFFERENT VALUES OF
THE PARAMETER “DEGREE OF MUD MOVING ALONG WITH THE STRING” FOR A BUILD AND HOLD
DIRECTIONAL TYPE WELL GEOMETRY, WITH A 500 M VERTICAL SECTION, 500 M OF KICK OFF
SECTION TO 70°. WITH A DRILL STRING MADE OF 2800 M OF 5” DP, 200 M OF 8” BHA AND 12” BIT;
AND STANDARD PROPERTIES FOR DRILLING MUD AND STEEL. (AVERAGE PLATFORM MOVEMENT
EQUAL TO 4 M AND WAVE PERIOD OF 15 S )
FIGURE 4.4 - SWAB EFFECT AND CORRESPONDING BIT MOVEMENT, GIVEN DIFFERENT VALUES OF
THE PARAMETER “DEGREE OF MUD MOVING ALONG WITH THE STRING” FOR A BUILD AND HOLD
DIRECTIONAL TYPE WELL GEOMETRY, WITH A 500 M VERTICAL SECTION, 500 M OF KICK OFF
SECTION TO 70°. WITH A DRILL STRING MADE OF 2800 M OF 5” DP, 200 M OF 8” BHA AND 12” BIT;
AND STANDARD PROPERTIES FOR DRILLING MUD AND STEEL. (AVERAGE PLATFORM MOVEMENT
EQUAL TO 4 M AND WAVE PERIOD OF 15 S)
According to the both Figures above, the surge and swab pressures are in average approx. ±
20.15 bar and the bit displacement approx. ± 4.6 m , after the drill string have been forced to
move with the rig heave for 1.8 min. Even though these values are reasonable, it is not in this
connection of interest to evaluate the absolute value of them, but it is rather important to analyze
how the pressures and bit displacements change according to different values of the parameter
“degree of mud moving along with the string”, which represent the inside viscous friction in the
string.
Therefore, to see if this friction is very important an extreme form of mud friction was tried,
where the all the mud inside the string is forced to follow the movement of the string
(DegMUD_MOVE=1). As seen before, it turns out to have small, but noticeable effects. For both
surge and swab effects, the increase is in average approx. 1.76 bar , which represents an increase
of 8.5% from the average surge and swab pressures. Similarly for the bit displacement, the
increase is in average approx. 0.33 m (7.2% increases). So, in despite the fact that this friction
has a small effect over the pressure fluctuations and bit displacements; further simulations will
consider the DegMUD_MOVE equal to 1, in order to obtain more conservative calculations in the
sense that the calculated pressures and bit displacements will probably be larger than for the
actual string.
Contraflow:
As explained in Table 4.1, this on/off variable is used to calculate the total volume flow in the
different sections of the drill string. Therefore, its intend is to model an increased friction against
The context, then, in which this variable will be evaluated, is the following:
The results are, for an approximated time of connection equal to 1.78 min :
TABLE 4.2 - CONTRAFLOW AFFECTION UPON THE PRESSURE BELOW BIT AND BIT DISPLACEMENTS
FOR A BUILD AND HOLD DIRECTIONAL TYPE WELL GEOMETRY, WITH A 500 M VERTICAL SECTION,
500 M OF KICK OFF SECTION TO 70°. WITH A DRILL STRING MADE OF 2800 M OF 5” DP, 200 M OF 8”
BHA AND 12” BIT; AND STANDARD PROPERTIES FOR DRILLING MUD AND STEEL.
As seen above, the pressure increases and decreases are about 50% larger than when this effect is
not included. In addition, as expected, the bit movement amplitudes are reduced because this
contraflow, when turned on (equal to 1), represents the additional friction against the drill string
from the mud which will make the drill string oscillate less. In conclusion, as this contraflow
addition to volume flow affects greatly the pressure fluctuations and is known that further
research is needed to calculate realistic values of the annulus flow velocity when the drill string
is significantly moving, the contraflow will be turned off (equal to zero) for all following
simulations.
Considering Table 2.3, for 60° North Sea, the most probable wave height was 29,4 m and 14 s
period. More actual information, seen in Figure 2.17, a range of 8 m to 32 m of maximum wave
height is shown, with a corresponding period of 13 s to 20 s. Moreover, one must not only
consider the environment characteristics; but also the drilling capabilities of the drilling rigs. For
example, for the semi-submersible rig “OFFRIG PIONEER” from the company Offrig Drilling
ASA, its drilling conditions are: maximum heave 10 ft and minimum period 12 s ; and for the
drillship “Aban Abrahan” from the company Aban Offshore Ltd., its drilling conditions are:
maximum heave 8,2 ft and minimum period 10 s.
Therefore, taking into account all the previous realistic wave parameters, and due to the
assumption that the platform heave movement follows the wave amplitude; the conditions that
will be simulated here will vary in the following ranges:
On the other hand, the amount of numerical segments (N) in which the string is divided will be
included. Note that when this value is changed, the time step (Δt) also changes; for instance, if N
is increased, then the space step length (Δz) and the time step (Δt) are reduced. Therefore in order
to consider the approximated connection time of 2 min , the amount of time steps to be
calculated (times) should be increased as well.
The context, then, in which the different wave conditions will be considered, is the following:
So, the results for different wave conditions and different numerical segments, considering an
approximated connection time of 2 min , are the following:
The effects of the amount of numerical segments (N) into which the string is divided is first
analyzed. As there is not much difference in the pressures or bit displacements values when a
certain number of N is reached, making figures instead of tables make hard to appreciate and
provide accurate information regarding the differences for different N’s. As discussed earlier,
this numeric method generates no error due to elastic forces within the string; the friction forces
(string-mud and string-wall of well) give errors that are reduced when the space step is reduced,
Heave effects on Drill String during connections
Page 97
meaning N is increased. This condition of no error in calculating due to elastic effects in the
string is only possible when the time step (t) is given by t = z/c, where c is the speed of
sound in the string material, here assumed to be steel. This determines the time step t when the
space step z is chosen. Also, the total length of the drill string and of the BHA must be a whole
number of z/2 for accurate calculations. The program therefore adjusts any given lengths to fit
with these requirements, which may give actual lengths in the calculations somewhat different
from the desired input lengths, as explained in Section 3.2.2.
If Table 4.3 (N=30) is compared to Table 4.4 (N=60), one can see that the pressures and bit
displacements change significantly when the amount of numerical segments increases, these
changes are summarized as follows:
- In general, the surge effect pressures decrease if N is increased; however the magnitude
of these decreases are larger when the platform heave movement is larger and wave
period shorter. For instance, the maximum pressure decrease is 2.5 bar for a platform
average heave equal to 5 m and period 10 s (maximum wave amplitude and minimum
period). On the other hand, the minimum decrease is 0.016 bar for a platform average
heave of 2 m and period 16 s (minimum wave amplitude and maximum period).
Therefore, the decreases in surge pressures obtained by increasing the amount of
numerical segments will be more severe when the period is low and the platform heave
movement is large.
The downward movements of the bit will, as expected, decrease in amplitudes when the
amount of numerical segments increases; however, this decrease value is very small. The
maximum decrease is approx. 0.1 m , when the period is the minimum (10 s ) and
platform heave movement is at maximum (5 m ).
- In contrary, for the swab effect, when the number of numerical segments is increased the
pressure will increase. Note that these pressures are negative, so when saying “increase”
it means that they are less negative, but with less absolute value. As the absolute value is
of more interest, this means that the swab effect is reduced when the amount of numerical
segments is increased. However, the differences are not so big in magnitude; for instance,
the maximum swab effect reduction is 1.56 bar when the period is 10 s and platform
heave movement is 5 m (following the same relation to amplitude and period as before).
Therefore, as this pressure variation is small, the upward movement variation of the bit is
also expected to be without much variation.
If the same comparisons are made between Tables 4.4 (N=60) and 4.5 (N=100), one clearly see
that the changes are very small, for all the wave conditions. As the maximum approx. change in
pressures is 0.3 bar and 0.03 m for the bit displacement, there is no point in making further effort
by dividing the string in more numerical segments. It is clear that between 60 and 100 segments
the difference is negligible; however, between 30 and 60 numerical segments, the differences are
To evaluate the effects of the wave period and average platform heave movement, the following
figures are obtained from Table 4.4:
Surge and Swab Pressures given different Wave Periods and Average Platform Heave
Movement (N=60)
75
65 Pressure increase (SURGE) -
T=10[s]
55
Pressure increase (SURGE) -
45
T=12[s]
35 Pressure increase (SURGE) -
25
Pressure [bar]
T=14[s]
15 Pressure increase (SURGE) -
5 T=16[s]
-5 Pressure decrease (SWAB) -
0 0,5 1 1,5 2 2,5 3 3,5 4 4,5 5
-15 T=10[s]
-25 Pressure decrease (SWAB) -
T=12[s]
-35
Pressure decrease (SWAB) -
-45
T=14[s]
-55 Pressure decrease (SWAB) -
-65 T=16[s]
-75
-85
Average Platform Heave Movement[m]
FIGURE 4.5 - PRESSURE EFFECTS FOR DIFFERENT WAVE CONDITIONS. FOR A BUILD AND HOLD
DIRECTIONAL TYPE WELL GEOMETRY, WITH A 500 M VERTICAL SECTION, 500 M OF KICK OFF
SECTION TO 70°. WITH A DRILL STRING MADE OF 2800 M OF 5” DP, 200 M OF 8” BHA AND 12” BIT;
AND STANDARD PROPERTIES FOR DRILLING MUD AND STEEL
T=14[s]
Bit moves down (SURGE) -
1 T=16[s]
Bit moves up (SWAB) -
-1 0 0,5 1 1,5 2 2,5 3 3,5 4 4,5 5 T=10[s]
Bit moves up (SWAB) -
-3 T=12[s]
Bit moves up (SWAB) -
-5 T=14[s]
Bit moves up (SWAB) -
-7 T=16[s]
-9
Average PLatform Heave Movement [m]
FIGURE 4.6 - BIT DISPLACEMENT FOR DIFFERENT WAVE CONDITIONS. FOR A BUILD AND HOLD
DIRECTIONAL TYPE WELL GEOMETRY, WITH A 500 M VERTICAL SECTION, 500 M OF KICK OFF
SECTION TO 70°. WITH A DRILL STRING MADE OF 2800 M OF 5” DP, 200 M OF 8” BHA AND 12” BIT;
AND STANDARD PROPERTIES FOR DRILLING MUD AND STEEL
From the two Figures presented above, one can readily conclude and according to the theory,
that when the platform heave movement is higher the pressure fluctuations are higher and
therefore the bit displacements; the same occurs when the wave period is smaller. Especially,
when analyzing the pressure fluctuations (Figure 4.5) it is interesting how big is the affection
upon the wave period, which is in the order of ±10 bar when the wave amplitude is 2.5 m and
wave period varies from 16 s to 10 s. This pressure fluctuation increases dramatically when
higher platform heaves are encountered and smaller wave periods. On the other side, the bit
displacement seems to have a steady and constant increase or decrease according to the period.
In this part, as only the drill string length will be changed, the well deviation will be set equal to
70° and the parameters explained in the previous paragraph for the well case scenario will
remain unchanged. The results are shown by Figure 4.7 below.
Surge and Swab Pressures and Bit Displacements given different Drill String Lengths
(Numerical segments=60, Well Deviation=70° )
50 6
45
5
40
35 Surge/Swab
4 Pressures [bar]
30
Bit Displacement
25 3
upwards/downw
20 ards [m]
2
15
10
1
5
0 0
0 1000 2000 3000 4000 5000 6000 7000 8000 9000
Drill String Length [m]
FIGURE 4.7 - SURGE/SWAB PRESURES AND BIT DISPLACEMENT GIVEN DIFFERENT DRILL STRING
LENGTHS. FOR A "BUILD AND HOLD" TYPE WELL WITH A 500 M VERTICAL SECTION UNTIL THE
KOP, AND A 500 M OF BUILD-UP SECTION TO REACH 70° OF WELL DEVIATION. THE DRILL STRING
HAS A 5" DP SECTION, 200 M 8” BHA SECTION, AND 12” DRILL BIT. THE AVERAGE PLATFORM
HEAVE MOVEMENT IS 4 M AND THE WAVE PERIOD IS EQUAL TO 12 S. THE DRILLING FLUID HAS
STANDARD PROPERTIES.
In the previous figure, one can clearly observe the parabolic behavior of both the pressure
fluctuations and bit movement. The pressure has a starting value of zero because no pressures
can de induced when the drill string is outside the well; while, on the other hand, the bit
displacement upwards and downwards starts with a value of 4 m , which is the average platform
heave movement. As expected in long wells with high deviation, the pressure fluctuations and bit
movements increase until reaching a maximum where the friction begins to damp down the
movement of the bit, therefore also the pressure fluctuations.
In this part, the drill string length will not be changed and is set equal to 3000 m ; and only the
angle of deviation will change, from vertical to completely horizontal. The results are given by
Figure 4.8 below.
25 3
20 2
0 10 20 30 40 50 60 70 80 90
Well Deviation [deg]
FIGURE 4.8 – SURGE/SWAB PRESSURES AND BIT DISPLACEMENT GIVEN DIFFERENT VALUES OF
WELL DEVIATION. FOR A “BUILD AND HOLD” TYPE OF WELL WITH A 500 M VERTICAL SECTION
UNTIL THE KOP, 500 M OF BUILD-UP SECTION TO REACH THE DESIRED WELL DEVIATION. THE
DRILL STRING HAS A 2800 M 5” DP SECTION, A 200 M 8” BHA SECTION, AND A 12” DRILL BIT. THE
AVERAGE PLATFORM HEAVE MOVEMENT IS 4 M AND WAVE PERIOD IS EQUAL TO 12 S. THE
DRILLING FLUID HAS STANDARD PROPERTIES.
In the above figure, the biggest decrease in pressure fluctuation and bit movement occurs when
the deviation changes from 0° to 10°. This happens because the program assumes a perfectly
vertical well if the deviation is chosen as 0°; therefore, the contact friction would be zero as it
depends upon the sine of the deviation. Then, as the well deviation increases, the contact friction
increases as well; which is why we observe a decreasing tendency in both the swab/surge
pressures and bit movement.
Furthermore, if the Drill String length is increased from 3000 m (in the previous Figure) to 7000
m. and the same analysis regarding the well deviation is done. Interesting results are found in
order to explain better the increase of contact friction and the attenuation of the drill string
oscillations as the well deviation increases towards 90°. The results are shown by Figure 4.9
below.
45
7
40
6
35
Bit Movement in m.
Pressure bar
5 Surge/Swab
30
Pressures in bar
25 4
Bit Displacement
20 upwards/downw
3
15
ards in m
2
10
1
5
0 0
0 10 20 30 40 50 60 70 80 90
Well Deviation in deg.
FIGURE 4.9 – SURGE/ SWAB PRESSURES AND BIT DISPLACEMENT GIVEN DIFFERENT VALUES OF
WELL DEVIATION. FOR A “BUILD AND HOLD” TYPE OF WELL WITH A 500 M VERTICAL SECTION
UNTIL THE KOP, 500 M OF BUILD-UP SECTION TO REACH THE DESIRED WELL DEVIATION. THE
DRILL STRING HAS A 6800 M 5” DP SECTION, A 200 M 8” BHA SECTION, AND A 12” DRILL BIT. THE
AVERAGE PLATFORM HEAVE MOVEMENT IS 4 M AND THE WAVE PERIOD IS EQUAL TO 12 S. THE
DRILLING FLUID HAS STANDARD PROPERTIES.
By analyzing the Figure 4.9, one can readily observe that it shows better how the bit oscillation
decreases towards zero as the deviation increases towards 90 degrees. As expected, due to the
large drill string and high deviation the contact friction becomes so large that when the well is
becoming horizontal, the pressure fluctuations and the bit oscillations are almost completely
damped down.
Finally, these results show that is very important to know the magnitude of the surge and swab
pressures when the drill string is hanging from the drill floor during connections (approx. 2 min),
given the different well scenarios modeled in this thesis. The operator may have this information
for a better planning of the operations, especially when drilling challenging reservoirs that
present a narrow drilling window, as explained in Section 2.1.3. Therefore, by having these
figures and weather information, one can readily find the possible surge and swab pressures
below the bit when making the connections, and evaluate if these may cause kick-loss scenarios,
losses or undesired kicks.
Moreover, these results can help evaluate how “safe” it is to drill in any given weather condition.
In this case “safe”, would not refer to the maximum drilling conditions for a defined rig; on the
other hand, it would represent a different safety limit in order to avoid wellbore instability
problems, undesired well control situations, and especially undesired economic losses incurred in
NPT, reservoir damage, waste of time in solving kick-loss scenarios, etc. Therefore, the question
arises: Is it necessary to invest in a heave compensated drill floor in order to make challenging
prospects economical and safely drilled?
Therefore, as the trend is to achieve a better pressure management, for instance, with the
relatively new MPD, UBO techniques; this research may represent one step to a better control
and more knowledge regarding the down hole pressures. This thesis is focused on how the rig
heave movement affects the pressures below the bit when the drill string is attached to the drill
floor, where the induced pressure fluctuations may be sufficiently large to create kick-loss
scenarios in narrow windows drilling environments.
For this thesis, a simple wave movement was modeled by using the superposition theory with
two regular harmonic wave components, which had whole numbers relations between their
It is important to note that more complex wave models can be used in order to better represent
the North Sea waves. More accurate environment data may be found to give more accurate
calculations of wave behavior at specific locations. These may lead to a construction of a map
showing the most probable surge/swab pressures during connections, in different locations in the
North Sea; therefore, a better drilling planning can be achieved and the possible need of a heave
compensated drill floor may be better supported.
Regarding the drill string, only a simple combination of DP, BHA and bit was considered: 2800
m of 5” DP section followed by 200 m of 8” BHA, ending with a 12” drill bit. This was done in
order to have one change in diameter and only two different sections in the drill string, which
makes the calculations much faster and easier; however, all diameters, weights and material can
be freely chosen. What cannot be freely modified “directly” in the program is to have a more
complex geometry of drill string, considering more sections, like HWDP, different materials, etc.
Indeed, these changes might help making further analysis on how the stiffness of the material,
sections, weights or dimensions may affect the pressure fluctuations and bit movements when the
drill string is wedged to the drill floor. As explained before, changes cannot be done “directly” to
the current MatLab program, because it does not allow the user to enter any desired drill string
geometry directly, on the other hand, the program considers the DP and BHA sections only.
Therefore, in the future it might be useful to introduce a specific section in order to let the user
introduce any desired drill string geometry.
Regarding the well path, the calculations are limited to a “Build and Hold” directional type well
geometry, with a 500 m vertical section followed by a 500 m of kick off section to 70 deg , then
These are six important variables, which can be defined and changed directly by the user. They
were introduced in the program in order to model specific situations which were explained in the
Section 3.1.2. These variables are defined in Table 4.1 and their effects on the results were
determined in Section 4.1 to 4.3, however, in the following Section 5.1.5 these are recalled.
Moreover, in Section 4.4 the effects of the drill string length and well deviation upon the
pressure fluctuations and bit movement were analyzed.
Calculations showed that the viscous friction on the outside of the string was very small
compared to the contact friction, and a simple method using the pressure loss equations for
annuli (from the Drilling Data Handbook) were used, these are presented in Table 2.1. Only
contact friction was calculated accurately for the outside friction, where standard friction
coefficients of 0.23 for steel against steel, and 0.3 for steel against rock were used. It is important
to note that the contact friction is assumed to be zero when α=0° (vertical well), which leads to
an underestimation of the contact friction, because the well is never completely vertical.
However, it was not regarded as an issue since the calculated amplitudes of the bit and pressure
variations below bit will be larger than in reality, therefore this calculation can be regarded as
conservative.
For the mud to string friction inside the drill string, a percentage of mud moving along with the
string was use to evaluated the importance of this friction. Even though this friction is larger than
the outside viscous friction, this friction had small effects on the pressure fluctuations, as
explained in Section 4.2 (Degree of mud moving along with the string). However, the fact that
the outside viscous friction effects were proven smaller than the inside mud friction, and even
It was also modeled an increased friction against the drill string outer surface due to the string
moving down when the mud flow upward, or vice versa. This gives an increased annulus flow
velocity relative to the drill string. This issue of annulus flow when the drill string is moving at a
significant velocity relative to the mud flow was represented by adding the “Contraflow”
parameter, which increases the pressure fluctuations about 50%. However, this result is
considered as “preliminary”, because further investigation regarding this annulus flow is needed.
The increasing pressure below the bit due to friction against the mud flow upward when the bit
moved down, and vice versa; strongly reduced the amplitudes of the bit movements. These were
even much more reduced when the drill bit was considered as a non-leaky piston, because the
elastic compression and decompression of the mud below the drill bit is then strongly opposed to
the movement of the bit. But then the pressure variations below the bit became much larger due
to compression of the non-escaping mud. These two effects, mud escaping by flowing up the
annulus and compressed somewhat in the process, can be combined for more realistic results.
Finally, the method generates no error due to elastic forces within the string, but the friction
forces at the contact surface between the string and the drilling mud, and between the string and
the wall of the well, give errors that are reduced when the space step is reduced (number of
segments N increased). For contact friction there are no numeric errors except for the inaccuracy
in determining the moment when the drill string changes the direction it slides; this was solved
by introducing the approximations explained in Section 3.3.1.
For fluid friction, even if it is due to laminar flow, there will be numeric errors that decrease if
the space step length is reduced. In addition it is very complicated to calculate friction forces
against the drill string when the string surface velocity keeps changing due to oscillations in the
axial direction. For these preliminary calculations liquid friction was therefore included only as
steady state viscous friction, giving smaller viscous friction forces than expected, and only
contact friction was accurate calculated. Also, the increased maximum value of contact friction
when there is no movement of the string relative to the well was neglected. This gives
conservative calculations in the sense that all of the neglected friction effects will reduce the
amplitudes of the string oscillations; therefore the calculated oscillations of the elastic string will
probably be larger than for the actual string. The actual pressure variations at the bottom of the
string will thus be smaller than the pressure variations calculated from the drill string oscillations
found here.
As explained before, there are six main parameters whose criticality was evaluated:
- Area of mud escape was defined to be a constant value of 10% of the bit area, throughout
all the consequent calculations. Choosing an absolute value (i.e. 20 cm2) is not too
flexible, as many kinds and sizes of bits can be used.
- Bit coefficient was defined to have a value of zero (turned off) for all the consequent
calculations. With this consideration the “Contraflow Factor” for the bit only considered
the area of the wellbore minus the area of mud escape.
- Amount of time steps (times) was defined by the approximated time spent in making one
connection (≈2 min). As it depends on the amount of numerical segments in which the
string is divided (N), this amount of time steps to be calculated will vary as follows:
For N = 30 => Δt = 0.02249 s => times=120/0.02249 = 5335 times
For N = 60 => Δt = 0.01124 s => times=120/0.01124 = 10676 times
For N = 100 => Δt = 0.006749 s => times=120/0.006749 = 17780 times
- BHA type of ending have a constant value of zero (end with half segment), because when
having the segment midpoint at the very bottom of the drill string, the calculations of bit
displacement and pressure fluctuations at this point will be exact.
- Degree of mud moving along with the string, which helped represent the mud friction
inside the drill string. Given an average platform heave movement of 4 m amplitude and
15 s period, and the drill string divided into 30 numerical segments; it was shown in
Figures 4.3 and 4.4, that it has a small but noticeable effect on the pressure fluctuations
and bit displacement. For both surge and swab pressures, in the extreme case of making
all the mud move along with the string, an increase of 8.5% from the average was seen.
Similarly for the bit displacement, the increase was approx. 7.2%. Therefore, this
parameter will be kept with a value equal to 1 (all mud inside drill string moves along
with it), to obtain conservative results.
- Contraflow, this parameter was used to model the increased friction against the drill
string outer surface due to the string moving down when the mud flows upward, or vice
versa. Given an average platform heave movement of 4 m, 15 s period, and the drill
string divided into 30 numerical segments; Table 4.2 shows that the surge and swab
pressures are about 50% larger than when this effect is not included. Consequently, as
Next, the wave conditions were analyzed given that the string was divided into 60
numerical segments; the results are presented in the Table 4.4, from which Figures 4.5
and 4.6 were obtained. One can clearly observe the trend on how severe the pressure
fluctuations and bit movements are when the platform heave movement increases and the
period decreases. For instance, for a wave period of 14 s and platform heave of 3 m the
swab/surge pressures are 14,6 bar and bit movement equal to 3,6 m; then, if the wave
period decreases to 12 s for the same platform heave the swab/surge pressures are 19,5
bar and bit movement equal to 4 m. Nevertheless, at some point drilling must stop; this is
decided by the drilling supervisor based on, whether the rig capabilities are being
overwhelmed, or as presented here if the oscillations of the drill string in a narrow
drilling window reservoir may lead to undesired kicks or losses. Thus, these pressure
fluctuations are very important information for a better management of the wellbore
pressures.
- Finally the drill string length and well deviation were analyzed in order to evaluate their
effects on the pressure fluctuations and bit movement. The results can be seen in Figures
4.7, 4.8 and 4.9, for the same “Build and Hold” well with 5” DP, 200 m of 8” BHA and
12” Drill Bit, where the wave period was 12 s and 4 m average platform heave movement
and for standard drilling mud properties. As expected for long wells with high deviation,
the pressure fluctuations and bit movements increased as the drill string became longer
until reaching a maximum value where the friction begins to damp down the movement
of the bit, thus also the pressure fluctuations. When the well deviation was changed while
keeping the drill string length constant, the pressure fluctuations and bit displacement
5.2 Conclusions
Several conclusions can be drawn from the application of the UiS Numerical Method and its
introduction as a tool for calculating the movement of the string:
The UiS Numerical Method was used to calculate the pressure fluctuations and bit
movements when the drill string is attached to the drill floor where no heave compensation
is available. The facts that more challenging prospects are left to be drilled, technologies are
evolving into a better management of wellbore pressures, and importance of precise
monitor/control of pressures when the drill bit is off bottom; support the usefulness of this
method. For different wave environments, well paths and drill string configurations, it may
represent one step forward to a better and more precise wellbore pressure profile
management in order to drill safely and efficiently (avoiding NPT, waiting on weather,
losses, excessive well control situations or kick-loss scenarios).
Considering the practical approach that has been taken to develop the UiS Numerical
Method, while perhaps not definitive and given its inherent limitations and assumptions, at
the very least it gives proof of the concept and provides a pretty accurate calculation of the
surge/swab pressures and bit movements due to the heaving rig, whose movement is
transferred to the top of the drill string; given its inherent limitations and assumptions. Also,
information regarding the North Sea environment was considered and different parameters
effects on the results were evaluated successfully.
Several strengths and more flexibility are gained when programming the Numerical Method
into MatLab rather than Excel. It allows the evaluation of several wave scenarios, different
hydraulics considerations, drilling fluids, drill string design, well deviation, etc., and
specially the ability to enter any desired amount of numerical segments in which the drill
string is divided, for achieving more accuracy regarding friction considerations. Moreover, it
can show readily without further complexities how all these parameters will affect the
pressure fluctuations below the bit and its movement.
Regarding the Numerical Method itself, it shows how the bottom movement of the drill
string differs from the forced movement at the top, due to the drill string elasticity; as all the
elastic effects and some of the effects of friction were calculated.
The results obtained by the method can be regarded as conservative, since the real or actual
pressure fluctuations will be less than the ones calculated here. Thus, it still can be used for
5.3 Recommendations
The thesis has accomplished the initial goal of using the UiS Numerical Method to calculate the
pressure fluctuations below the bit (swab/surge), when the top part of the string is forced to
follow the rig movement during a stand connection. However, the possibility for further research
and improvements are numerous.
The MatLab program can be more flexible regarding the well path, wave models, drill string
design and the user interface. The method can be validated using field data and a full-scale
experimental drilling facility, like UllRigg (Stavanger); then the method can be experimentally
validated for several scenarios. The validation of the method is very important since, as results
showed, a large heave motion of 2 to 3 m and periods of 10 to 16 s may result in big swab and
surge pressures, which may be difficult to compensate and are very damaging for the reservoir.
Therefore, by accurately quantifying the pressure fluctuations, the problem of maintaining the
bottom hole pressures within acceptable limits during the make-up and break-out of the
connections can be better addressed, and potential alternatives or technology may prove to be
necessary when drilling challenging prospects.
Finally regarding the Numerical Method itself, the problem of annulus flow when the drill string
is moving at a significant velocity relative to the mud flow velocity need further investigation.
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et al. San Diego, California : IADC/SPE, March 2012. IADC/SPE 150461.
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The parameter used to describe the material motion is usually the displacement X from a
reference position, either as a displacement length along the string axis (unit: meters or any other
length unit), or as a displacement angle of rotation around this axis (unit: none (radians) or
degree). As all the molecules in any given cross section perform the same movement, the string
behavior is completely described by specifying X as a function only of time t and position z
along the axis:
X X ( z, t ) (8.1)
Where, the z-axis of the coordinate system is the string axis direction. The reference positions for
all X(z,t) are usually and most conveniently taken to be such that there is no stress in the string.
That is, at time t there is no stress in the string material when X(z,t) = 0 for all z. This does not,
however, uniquely define the reference positions, as any uniform displacement of the string, it
will also give zero stress: X(z,t) = constant for all z gives zero stress. Even when it is defined as:
X(z,t) = C1t + C2 for all z gives zero stress in the string (all X(z,t) are the same linear function of
time). This gives a useful flexibility in setting up the correct equations.
- All the material movements are in one direction only (z-direction or rotation).
- The material movement depends upon only one space coordinate, here z.
Where x and y must be within the outer surface of the string, while z can have any value in an
infinitely long string. To find these equations are quite complicated, one can use the much
simpler Eq. (8.1) as a very good approximation in many cases. Note that X in Eq. (8.1)
corresponds to in Eq. (8.2), where x has been used for the space coordinate. The simplifications
done in arriving at Eq. (8.1) when X is displacement along the z-axis are:
When X is rotation around the z-axis it is simpler to use cylinder coordinates, where any position
in the string is given by distance r from string axis, angle of rotation away from a reference
direction, and position z along the string axis (which is the coordinate system z-axis). The
general case given by Eq. (8.2) then becomes:
In the following discussion it is assumed that the displacement is along the z-axis, but it applies
equally well to angular displacements.
The axial stress in the string material (stress in the z-direction) is directly proportional to the
relative elongation (strain) in the same direction, (z,t) = E(z,t), where E is Young´s modulus
of elasticity. Over a finite distance z the strain at time t and position z is approximately given
by:
This is in fact an exact expression for the average strain over the distance z. This assumes, as
mentioned before, that the reference displacement (X = 0) is in a string with no stress, so that
(z,t) = 0 when X(z + z,t) = X(z,t). When z goes to its limit approaching 0, the average over z
becomes the value at z. Then at the right side of Eq. (8.6) it is given the definition of the
differential of X(z,t) with respect to position z:
X ( z z, t ) X ( z, t ) X ( z, t ) X ( z, t )
( z, t ) lim giving ( z, t ) E (8.7)
z 0 z z z
Figure 8.1 illustrates this, showing the displacement as a function of position along the z-axis for
a given time. The wave is then “frozen” in time, hiding the dependency upon time. The figure
will then show correctly the result of differentiation with respect to position z, graphically it is
the tangent to the wave at the position where the differentiation is performed. This figure shows
that the stress is zero at the largest and smallest displacement amplitudes, also at any local
maximum and minimum. However, the displacement is not necessarily zero at the largest and/or
smallest stresses. The stress is zero at positions z01, z02, z03, z04, (and far to the left and to the right
of the curve). The largest stress is at position zMAX, and the minimum stress (largest negative
stress or compression) is at position zMIN.
FIGURE 8.1 - DISPLACEMENT X AS A FUNCTION OF POSITION Z FOR A GIVEN (FIXED) TIME TO.
RATES OF INCREASE OF TANGENTS TO THE CURVE SHOW STRESS AT THE TANGENT POINTS (WHEN
MULTIPLIED BY MODULUS OF ELASTICITY).
The stress generated by the strain tries to shorten the string if the strain is positive (tension), to
elongate it if it is negative (compression). Since stress is defined as force per unit area, the force
X ( z, t ) X ( z, t )
F ( z, t ) FS ( z z, t ) FS ( z, t ) AE AE (8.8)
z z z z z z z
This net force will accelerate the mass m = Az of the string section, where is the density of
the string material, as given by Newton´s second law:
2 X ( z, t ) X ( z, t ) X ( z, t )
m a Az AE
(8.9)
t 2 z z z z z zz
This equation is only approximately correct, as the acceleration is exactly at position z, while the
net force is acting on a finite length of string, from z to z + z (this equation is exact only for the
average acceleration from z to z + z). An exact equation is obtained only in the limit when z
goes to zero. If first divide it by the sections mass m, the acceleration at z is found:
2 X ( z, t ) E X ( z, t ) X ( z, t ) E X ( z, t )
2
a lim
(8.10)
z 0 z
t 2 z z z z z z z z
2
This is the one-dimensional, second order wave equation (second order because second order
differentials are involved). It is often written:
2 X ( z, t ) 2 X ( z, t )
2
E
c , where c 2 (8.11)
t 2 z 2
X ( z, t ) f ( z ct ) g ( z ct ) (8.12)
Where f(u) and g(v) are arbitrary functions of single variables (here: u = z – ct, and v = z + ct),
the only restriction is that it must be possible to differentiate these functions. This solution is
extremely general, as all possible, differentiable functions are allowed. Still, reducing the
possible solution from one function X(z,t) of two independent variables z and t to a sum of two
functions, each of only one independent variable (u and v, respectively), is a considerable
simplification.
The main property of the solution is seen as follows. The function f(u) = f(z – ct), whatever it is,
must have a constant value if the argument u = z – ct = uo = constant. This gives that this
particular value f(uo) is always found at the position along the z-axis given by z = ct + uo, that is,
The general solution, given by Eq. (8.12), is therefore the sum of two waves moving with the
same speed, but in opposite directions along the string axis. Of course, this wave movement
cannot be detected if the displacement X(z,t) is constant along the string, X(z,t) = X(t). The string
then is either at rest at a constant displacement (X(z,t) = constant), at a constant speed (X(z,t) = at
+ b), or at an accelerated movement (X(z,t) = any function of t only, different from a constant or
from at + b). But for any variation of X(z,t) with position z, this can be observed. Moreover, no
other wave velocity is possible. As sound is also a variation of displacements, it must travel at
this velocity. In fact, the constant parameter c is referred to as the speed of sound in the string.
Finally, an expression for the speed of sound is found, from Eq. (8.11), c E / .
It should be noted that the solution of the wave equation for a string gives all possible
movements (displacements) of the string, it is the general solution. This means that slow
movements, static loading and so on are also solutions of the wave equation. The usual static
calculations applied to a string being stressed by an applied load, give only an approximate
solution of the problem, although in most cases of interest a very accurate solution of the final
result (when a string is subjected to a static load, stress waves are set up, but due to friction these
waves die out rather quickly).
The basic string parameter chosen here is the displacement X, and the waves discussed can be
called displacement waves. But in practice one is really more interested in the stress in the string,
the actual loading of the string material. For simplicity, it is assumed now that g(v) = 0, so that
X(z,t) = f(u) = f(z - ct). The material stress in the string is then, as discussed before, given by:
X ( z, t ) f (u ) f (u ) u f (u ) ( z ct ) f (u )
( z, t ) E E E E E (8.13)
z z u z u z u
Here the same argument as for the displacement can be used, for a constant value of u the stress
will be constant, and this constant stress value will be found for z = ct + uo. That is, it will be
found at a position z that moves along the string with a velocity c. This means that a stress wave
moves with the displacement wave, which is no surprise. The same argument applies to the
function g(v), which gives stress waves moving in the opposite direction.
It should be perfectly clear that the speed of sound in the string applies to displacement and
stress waves, not to the string material. The actual velocity of the string material is defined, as
usual, by:
In all sensible circumstances the parameter f (u) /u is much smaller than one, which gives a
velocity of the material in the string much less than the speed of sound. This is seen from Eq.
(8.13), a value of f (u) /u equal to one would give a material stress equal to E. And per
definition this would compress any volume of the string to zero! ( = EL/L = E gives L = L,
and under compression the length of the string is reduced from L to L – L = L – L = 0). This is
of course impossible, what this actually shows is that the theory of linear elasticity, which is an
approximation to reality, breaks down under these conditions.
In practice, for steel of high quality, the stress becomes greater than the yield limit if
f (u) /u 0.004 (giving a stress of = 0.004*E = 8000 bar for a typical value of E), and the
wave equation cannot be used to describe the behavior of the string. Note that in order to avoid
yield the maximum velocity of the string material will be less than 0.004 c, which is
approximately 21 m/s (c = 5200 m/s for steel).
It is, however, possible to describe a relaxed string traveling along with a large speed if both
functions f and g are used in the solution. By including both functions in the differentiation done
in Eqs. (8.13) and (8.14) gives:
The possibility of zero stress in the string can be achieved, while it is moving with a large
velocity, by setting g (v) /v f (u) /u which gives (z,t) = 0, while v( z, t ) 2cf (u) /u
which now can have any value. A simple example of this is shown below.
f (u ) g (v) f (u ) g (v)
( z, t ) E E 1 1 0 v( z, t ) c c 1 1 2c
u v u v
This can also be found by inspecting directly the displacements now obtained:
The above example illustrates that the wave equation can handle a lot of possible one-
dimensional problems in connection with strings, also problems that do not appear to have
anything to do with waves. The physical restriction is that the stresses calculated must be within
the linear elastic range of the string material.
So far it has been discussed waves on an infinitely long string, but in real life the string is always
finite. This cannot be handled directly by the solution of the wave equation presented here,
because the possibility of string termination is not included. A solution to this problem can be
found by constructing a sum of two waves that interfere in such a way that a given part of the
infinitely long string behaves in exactly the same way as an identical string, but with a finite
length, would do.
For a fixed end the basic condition is that it cannot move, that is, at the end the displacement
X(z,t) = 0 for all times t. Consider a finite string of length L, from z = 0 to z = L, and that the
string ends have been fixed when the string was relaxed and with all displacement values equal
to zero. Assume now that a pure wave f(z-ct) is traveling along the finite string (not a sum of two
waves), so that X(z,t) = f(z-ct). But as this wave reach the end at z = L we get into trouble,
because here X(z,t) = 0. As the previous wave solution assumes an infinitely long string, there is
nothing there to keep the end fixed, and the wave f just passes z = L and travel on, now outside
the region from 0 to L. The only way to obtain zero displacement at z = L is to assume that
another wave h(z+ct) also travels along the infinitely long string, in the opposite direction, and
that the sum of these waves is zero at z = L. This determines h(z+ct), giving:
X ( z, t ) f ( z ct ) h( z ct ) 0 , for z = L:
X ( L, t ) f ( L ct ) h( L ct ) h( L ct ) f ( L ct ) (8.20)
As the wave given by f(z-ct) travels up the string (here to the right - the positive direction) the
wave given by h(z+ct) travels down into the section from 0 to L. In this section then f(z-ct)
disappears at z = L, while an inverted copy of f(z-ct) travels down the string. This is described as
the original wave being reflected, but with inverted or opposite amplitudes (displacements). If a
fixed end is at z = 0 also, the same process must repeat itself, a wave of the same shape as
h(z+ct), but with inverted displacements, must travel up the string, from below the string interval
from 0 to L. This wave will then be an exact copy of the original wave (inverted amplitudes of
inverted amplitudes gives back the original amplitudes), and it must be a distance 2L behind the
original wave. As this process repeats itself we see that two trains of waves are required, one
going up the string, the other down. Both wave trains consist of identical waves with a distance
of 2L, as shown in the figure, and one train is a mirror image of the other (actually mirrored
around z = L, then mirrored around the z-axis to invert the amplitudes).
FIGURE 8.2 - STRING WITH TWO FIXED ENDS. TWO WAVE TRAINS ARE NEEDED TO GIVE ZERO
DISPLACEMENT AMPLITUDES.
Assuming that the original wave f(z-ct) on the finite string from 0 to L is known, then the
complete equation for the displacements on an infinite string is given by:
j j j
X ( z, t ) f ( z ct 2 jL) h( z ct 2 jL) f (2 jL z ct ) f (2( j 1) L ( z ct ))
j j j
j
For z 0 X (0, t ) f (2 jL 0 ct ) f (2( j 1) L (0 ct )) 0
j
(8.22)
Note that this is completely general, the original function f(z-ct) does not need to be limited in
the sense that it is non-zero over an interval which is shorter than the string length L, as shown in
the figure. The equation for z = 0 in Eq. (8.22) may appear wrong, but since all possible values
of j are considered it is correct if the value of the original wave function f(u) decreases towards
zero when u goes both towards very large positive and negative values.
The same arguments apply for any function g(z+ct) traveling down the string, in order to model a
string section with fixed ends on an infinitely long string (as required by the analytical wave
solution), two trains of waves must be placed, one traveling up the string and the other down.
One the finite string sections will appear as if both the original wave f and g are reflected with
inverted displacement amplitudes from the fixed ends. These two waves travel independently of
each other since the wave equation (without friction) is linear.
In most cases one is more interested in the stress in the string than in the displacement. The
stresses due to the original wave f and the reflected wave h are, as shown before, found by
differentiating with respect to z:
X ( z, t ) f ( z ct ) f (2 L ( z ct ))
( z, t ) E E
z z
f (u ) ( z ct ) f (u ) (2 L ( z ct ))
= E (8.23)
u u z ct z u u 2 L z ct z
f (u ) f (u )
= E
u u z ct u u 2 L z ct
It is observed that the stress amplitudes are added, not subtracted as the displacement amplitudes
are. This is most clearly seen at the end (z = L), where u = 2L-L-ct = L-ct, which there is the
value of u for both differentials, giving:
f (u ) f (u ) f (u )
( z, t ) E 2E (8.24)
u u Lct u u 2 L L ct u u L ct
At a fixed end the stress due to an incoming wave is twice what it would have been if the string
had continued. This is often formulated by the rule that at a fixed end, an incoming wave is
reflected unchanged. The reflected wave is added to the incoming wave, which at the fixed end
gives twice the amplitude of the incoming wave. But note that this is correct only for the stress
For a finite string with free ends a corresponding argument as presented above can be used. The
requirement for a free end is that there cannot be any stress there, as there is no external mass the
string end can act against. One solution is obvious from Eq’s. (8.23) and (8.24). If the original
wave f(z-ct) is reflected at the free end with unchanged displacement amplitudes, the reflected
wave is given by f(2L-(z+ct)), and the total stress due to both the incoming and reflected wave is
given by Eq. (8.23) by changing the sign in front of f from minus to plus. At the end it is
obtained from Eq. (8.24):
f (u ) f (u )
( z, t ) E 0 (8.25)
u u L ct u u 2 L L ct
The full solution of a finite string with two free ends is two identical wave trains traveling along
an infinitely long string, one train up the string and the other down. The only difference from the
solution for fixed ends is that the two trains now have identical displacement amplitudes, not
mirrored around the z-axis. Figure 8.3 shows this situation:
FIGURE 8.3 - STRING WITH TWO FREE ENDS, ONE AT Z=0 AND THE OTHER Z=L.
Since the distance between two components of each train is 2L (each component being identical
to the original wave), the displacements at any given position on the string are exactly repeated
when the wave train has moved this distance of 2L, which takes a time T = 2L/c. This is the
period of oscillation for the whole section of string (with length L). If there is one fixed and one
free end the situation is somewhat different, as the wave trains now will consist of components
being alternatively identical and inverted copies of the original wave, and the distance between
identical copies will be 4L. The period will therefore be twice as long, given by T = 4L/c.
f ( z ct ) f (u ) ( z ct )
2 2
E KIN dE KIN 1
dmv Adz
2 1
12 A dz
2
2
t u t
f (u ) f (u )
2 2
A
1
(c) dz 12 A c 2 dz (8.26)
u u
2
Where A is the string material cross section, is the string material density and c the speed of
sound in the string material. The integration should in general be over the whole infinitely long
string.
f ( z ct ) f (u ) ( z ct ) 2 f (u )
2 2 2
E EL dE EL 12 AE dz 12 A( c )
2
dz 12 A c dz
z u z u
(8.27)
Where E = c2, is Young’s modulus of elasticity in the string material. But this is exactly the
same result as found for the kinetic energy, the kinetic and elastic energy in a simple wave are
accordingly equal. This is not the case when the complete wave is a sum of two waves traveling
in opposite directions, as found on a finite string (because any initial wave will be reflected from
the ends). We now find from Eq. (8.15) and (8.16):
2
X ( z, t ) f (u ) g (v) 2 f (u ) g (v)
2 2
E KIN Adz
1
12 A c dz 12 A c dz
t u v u v
2
(8.28)
X ( z, t ) 2 f (u ) g (v)
2 2
E EL 12 AE dz 12 A c dz (8.29)
z u v
These two expressions are identical only when either f(u) or g(v) are equal to zero, which is the
case for a simple wave. The total energy will, however, always be constant and equal to the sum
of the total energy in each wave when alone:
f (u ) g (v) 2 f (u ) g (v)
2
E KIN E EL 12 A c 2 dz u dz
u v v
A c
2
dz dz (8.30)
u v
Finally friction is considered. In general it is only possible to solve differential equations if they
are linear, and this is the case when the friction is linear, for instance proportional to the velocity
of the string material. On the right hand side of the wave equation the sum of forces are defined,
where now is added the force from friction. The friction is proportional to both the velocity and
the length z of the piece of string considered. It is directed against the velocity, that is, if the
velocity is in the positive direction the friction force is negative. This modifies Eq. (8.9) as
follows:
2 X ( z, t ) X ( z, t ) X ( z, t ) X ( z, t )
Az AE Cz (8.31)
t z z z z z z z t
2
Where, C is the constant of proportionality for friction. By dividing by Az and reducing z
towards zero as done in Eq. (8.10), it is found:
2 X ( z, t ) E X X C X ( z, t ) E X ( z, t ) C X ( z, t )
2
lim (8.32)
t 2 z 0 z z A t
2
z z z z A t z
This equation is linear and can be solved by standard methods and for different boundary
conditions, for instance by Fourier analysis. Unfortunately, linear friction is not present, or at
least it is not the most important form of friction in most cases of interest. Still it has been
assumed to be the only type of friction present in most cases when solving problems of this type,
probably mainly because it is the only form of friction possible to include in standard solution
methods based upon analytical solutions.
2 X ( z, t ) 2 X ( z, t )
2
E
c , where c
t 2 z 2
Where, X(z,t) is the displacement of the string material at position z and time t, E is Young’s
modulus of elasticity of the string material, and is the density of the string material.
X 2
1 X
3 X 4 X
X ( z j z, t i ) X ( z j , t i ) z 2
2
z 2 16 3 z 3 241 4 z 4 ..
z z j ,ti z z j ,t i z z j ,t i z z j ,t i
(8.33)
Where X is an abbreviation for X(z,t), and the indexes zj,ti of the brackets indicate that the
differential is evaluated at zj and ti. By setting z = z this gives an expression for the
displacement at zj-1 = zj z:
X 2 X 3 X 4 X
X ( z j z, t i ) X ( z j , t i ) z 12 2 z 2 16 3 z 3 241 4 z 4 ...
z z j ,ti z z j ,t i z z j ,t i z z j ,t i
(8.34)
When all the infinite numbers of terms are included, these equations are exact. It is convenient to
rewrite them by defining:
It is also defined:
X 2 X n X
z X j X
2 X (n)
n (8.36)
z z j ,ti z z
z j z j
z j ,t i z j ,t i
X 2 X n X
X j X
2 X (n)
n (8.37)
t z j ,ti t t
t t j t j
z j ,t i z j ,t i
X j 1 X j z X j z 12 z X jz 2 16 z X (j3) z 3 24
1
z X j z 120 z X j z 720 z X j z ..... (8.38)
( 4) 4 1 ( 5) 5 1 ( 6) 6
X j 1 X j z X j z 12 z X jz 2 16 z X (j3) z 3 24
1
z X j z 120 z X j z 720 z X j z ..... (8.39)
( 4) 4 1 ( 5) 5 1 ( 6) 6
X j 1 X j 1 2 X j z X jz 2 12
1
z X j z 720 z X j z .....
( 4) 4 1 ( 6) 6
(8.40)
X j 1 X j 1 2 X j
z X j 121 z X (j 4) z 2 720
1
z X j z .....
(6) 4
(8.41)
z 2
By dropping higher order terms, including forth order differential, a numerical equation for the
second differential with respect to z is obtained:
X j 1 2 X j X j 1
X j (8.42)
z 2
z
The reason for adding the two equations is mainly that the first order differential disappears, but
also that the third order differential then disappears making this numerical expression
considerably more accurate.
A corresponding operation can be performed for the second order differential with respect to
time, giving:
XN j 2 X j XG j
X j (8.43)
t 2
t
This is found by adding the two equations corresponding to Eq. (2.38) and (2.39):
XG j X j t X j t 12 t X jt 2 16 t X (j3) t 3 24
1
t X j t 120 t X j t 720 t X j t ..... (8.45
( 4) 4 1 ( 5) 5 1 ( 6) 6
With the simplified notation the original partial differential equation (the wave equation)
becomes:
2 X ( z, t ) 2 X ( z, t )
2
E
c Simplifies to: X j c 2 z X j , where c (8.46)
t 2 z 2
t
XN j 2 X j XG j X j 1 2 X j X j 1
c2 (8.47)
t 2
z 2
By solving this with respect to XNj a numerical expression for the new value of X is found:
t 2 2
XN j 2 X j XG j 2 c X j 1 2 X j X j 1 (8.48)
z
XN j 2 X j XG j X j 1 2 X j X j 1 X j 1 X j 1 XG j (8.49)
This would usually be an inaccurate expression, with an increasing accuracy if z and t are
decreased. The exact equation must include the higher order terms (all of them), and can be
written as:
Where REST ( z ) 12
1
z X j z 720 z X j z ...
( 4) 4 1 ( 6) 6
REST (t ) 12
1
t X j t 720 t X j t ...
( 4) 4 1 ( 6) 6
It can be shown that REST (t ) REST ( z) if and only if z = ct. The exact equation then
becomes:
This numerical equation therefore is exact when z = ct. In order to prove this, the general
analytical solution of the wave equation must be used (explained in Appendix 8.1), which is:
X ( z, t ) f ( z ct ) g ( z ct )
where f(u) and g(v) are arbitrary functions of a single variable (here: u = z – ct, and v = z + ct).
n X ( z, t ) n f (u ) n g (v)
In general: (8.56)
z n u n v n
By using these equations in the REST equations (it is here assumed that the differentials are
evaluated at z = zj and t = ti):
REST ( z ) 12
1
z X j z 720 z X j z ...
( 4) 4 1 ( 6) 6
4 f (u ) 4 g (v) 4 1 6 f (u ) 6 g (v) 6
1
z 720 z ... (8.57)
u v 4 u v 6
12 4 6
REST (t ) 12
1
t X j t 720 t X j t ...
( 4) 4 1 ( 6) 6
4 f (u ) 4 g (v )
4
6 f (u )
6
6 g (v )
6
121 (c) 4 c
t 4
1
720 ( c ) c t 6 ...
u 4
v
4
u 6
v
6
4 f (u ) 4 g (v) 4 4 1 6 f (u ) 6 g (v) 6 6
121 c t 720 c t ...
u
4
v 4 u
6
v 6
4 f (u ) 4 g (v) 4 1 6 f (u ) 6 g (v) 6
121 z 720 z ... (8.58)
u 4
v 4
u 6
v 6
Which is identical to REST(z), which proves that the numerical equation is exact. Note that the
term (-c)n always is positive in REST(t), since there are only even terms, n = 4, 6, 8, …., and that
cntn = zn since ct = z.
FIGURE 8.4 - PHYSICAL BALL-SPRING MODEL, REPRESENTING MIDPOINTS AND BALL MASSES.
Figure 8.4, presents a string with two free ends. The whole mass of each segment is assumed to
be collected in a solid and inleastic ball at the position of the segment midpoint. At segment 1 the
mass of the half segment is here shown by half a ball. At segment 5, where the segment has two
different cross sections, the mass of the segment is shown as two half balls joined together. At
the right end the half spring is not having any effect since it is without mass and not connected to
anything at its right end.
The displacement of the mid point of segment j is also the displacement of ball number j (see
Figure 8.4). The displacement is the distance the ball (segment mid point) moves away from its
position in the initial, relaxed reference string. For ball j, Xj is its present displacement, XNj is its
displacement one time step later in the future, and XGj is its displacement one time step earlier
(past).
For the acceleration a numeric expression is used, based only upon the displacements. This is
required, as the displacements are the only parameters being calculated directly in the numeric
method used here.
XN j 2 X j XG j
aj (8.60)
t 2
The accuracy of this expression increases rapidly as t is decreased, in fact, the error is
proportional to the second power of t. That is, if t is reduced by a factor of two, the error is
reduced by a factor of four. But this does not matter so much here, because the error in this
expression exactly cancel the error in representing the string as a succession of balls connected
by mass-less springs.
The assumption of mass-less springs between the balls has the great advantage that there will be
no oscillation and changing force from the spring when the balls are moved. The spring force is
always and immediately equal to the value given by Eq. (8.59) for a relative stretching of X/z.
The length increase Xj,j+1 between ball j and j + 1 is given by the displacement difference
between these two balls, Xj,j+1 = Xj+1 - Xj. If Xj+1 is larger than Xj, ball j + 1 has moved further in
the positive direction than ball j, and the spring between them is stretched. This gives a spring
force trying to pull the balls against each other; thus will pull ball j in the positive direction. If
Xj,j+1 is negative, the balls are closer than in the relaxed state, and the spring is compressed,
pushing the balls away from each other. This will push ball j in the negative direction. The
opposite is the case for the spring to the left of ball j, when it is stretched it will pull this ball in
the negative direction. The total force acting on ball j is accordingly given by:
F j , j 1
AE
z
X j , j 1
AE
z
X j 1, j
AE
z
z
X j 1 X j X j X j 1 AE X j 1 2 X j X j 1
Heave effects on Drill String during connections
Page 137
(8.61)
According to Newton´s second law, assuming all forces and the acceleration are acting in the
direction of the string axis: “Mass times acceleration equals the sum of forces”. When there are
no external forces, this gives for a segment within a string, using Eqs. (8.60) and (8.61):
XN j 2 X j XG j
ma j m
t 2
Forces
AE
z
X j 1 2 X j X j 1 (8.62)
XN j 2 X j XG j
AEt 2
mz
X j 1 2 X j X j 1 X j 1 2 X j X j 1 (8.63)
where:
AEt 2 AEt 2 E t 2 1 E z 2
c 2 2 1 , where m Az c 2 2
(8.64)
mz Azz z 2
c t
By ordering Eq. (8.63) the standard equation for the new displacement is found:
XN j X j 1 X j 1 XG j
In a similar way all the equations for free ends, fixed ends, and change of cross section, can be
found from the physical ball-spring model.
%WELL PATH PARAMETERS AND DRILL STRING SPECIFICATION - Deviated well with buildup section and a straight deviated section
Length_BHA=200; %Length of BHA section m
Length_CSG=1200; %Length of Cased section m
MDtotal_well=3000; %Total MD of well m
KOP=500; %Depth to kick off point m
L_curved=500; %Length or curved section m
Dev=70; %Deviation after curved section deg
L_dev=2000; %Length of straight deviated section m
Min_OD_DP=sqrt(4*W_DP/(pi*Dens_steel)+Min_in_diam^2); %Minimum outer diameter of DP using its weight and minimum inner diameter of
string m
Min_OD_BHA=sqrt(4*W_BHA/(pi*Dens_steel)+Min_in_diam^2); %Minimum outer diameter of BHA using its weight and minimum inner diameter of
string m
In_crossec_DP=pi*(max(OD_DP*0.0254,Min_OD_DP))^2/4-W_DP/Dens_steel; %Inner cross section of DP m2
In_crossec_BHA=pi*(max(OD_BHA*0.0254,Min_OD_BHA))^2/4-W_BHA/Dens_steel; %Inner cross section of BHA m2
%Choose the Mud Ecape cross section are that will be used
Mud_escape=input('Type the number of the options: 1 Bit mud escape cross section area; 2 RELATIVE escape cross section area:')
if Mud_escape==1
A_mud_escape_used=A_bit_mud_escape/10000; %Mud escape cross section area, using Bit mud escape cross section area m2
else
A_mud_escape_used=A_rel_escape*pi*(OD_BIT*0.0254/2)^2; %Mud escape cross section area, using Relative Escape cross section area m2
end
Adj_length_BHA=Dz*Num_segments_BHA; %Adjusted length considering the segments and space step length m
Adj_length_CSG=Dz*Num_segments_CSG; %Adjusted length considering the segments and space step length m
Adj_length_DP=Dz*Num_segments_DP; %Adjusted length considering the segments and space step length m
Adj_length_vert=Dz*Num_segments_vert; %Adjusted length considering the segments and space step length m (vertical section
until KOP)
Adj_length_curved=Dz*Num_segments_curved; %Adjusted length considering the segments and space step length m (curved section)
Adj_length_dev=MDtotal_well-Adj_length_vert-Adj_length_curved; %Adjusted length considering the total MD and previous adjusted values m
(straight deviated section)
Adj_MDdepth_end_curved=Adj_length_vert+Adj_length_curved; %Adjusted MDdepth at the end of curved section m
Dz_BHA=Dt*c_adj_BHA/1000; %Space step length adjusted due to the adjusted speed of sound in BHA m
Final_Adj_Length_BHA=Num_segments_BHA*Dz_BHA; %Adjusted length of BHA considering new space step length in BHA m
%TOTAL WEIGHTS OF ONE STEP LENGTH ARE CALCULATED RESPECTIVELY FOR DP, BHA AND MUD BELOW BIT.
W_mud_steel_in_DP=(W_DP+Deg_mud_move*W_mud_in_DP)*Dz; %Weight of mud and steel for DP section CONSIDERING ONE
SPACE STEP LENGTH = TOTAL/N ; kg
W_mud_steel_in_BHA=(W_BHA+Deg_mud_move*W_mud_in_BHA)*Dz_BHA; %Weight of mud and steel for BHA section CONSIDERING ONE
"BHA" SPACE STEP LENGTH=c_bha*Dt ; kg
W_mud_below_bit=Cross_well*Dz_eq_mud*Dens_mud; %Weight of mud below drill bit and BHA, CONSIDERING ONE
STEP LENGTH FOR MUD; kg
%PRESSURE FACTORS
%TURBULENT
PF_BIT_nozzle=Dens_mud/(200000*(60000*A_mud_escape_used)^2); %Pressure factor for drill bit, nozzle eq. bar (min/l)^2
PF_BHA_t=(Dens_mud/1000)^0.8*Visc_mud^0.2*Adj_length_BHA/(70696*(OD_BIT+max(OD_BHA*0.0254,Min_OD_BHA)/0.0254)^1.8*(OD_BIT-
max(OD_BHA*0.0254,Min_OD_BHA)/0.0254)^3); %Pressure factor for BHA, turbulent friction flow eq. bar (min/l)^1.8
PF_DP_t=(Dens_mud/1000)^0.8*Visc_mud^0.2*(MDtotal_well -
Adj_length_BHA)/(70696*(OD_BIT+max(OD_DP*0.0254,Min_OD_DP)/0.0254)^1.8*(OD_BIT-max(OD_DP*0.0254,Min_OD_DP)/0.0254)^3);
%Pressure factor for DP, turbulent friction flow eq. bar (min/l)^1.8
%LAMINAR
%Add_BHA=YP_mud*Adj_length_BHA/(100*13.26*(OD_BIT-max(OD_BHA*0.0254,Min_OD_BHA)/0.0254)); %Adding factor (function of
YP) which adds to Pressure factor for BHA, Laminar flow eq. bar
%PF_BHA_l=Adj_length_BHA*Visc_mud/(100*408.63*(OD_BIT+max(OD_BHA*0.0254,Min_OD_BHA)/0.0254)*(OD_BIT-max(OD_BHA*0.0254
,Min_OD_BHA)/0.0254)^3); %Pressure Factor for BHA, laminar flow eq. bar (min/l)
%Add_DP=YP_mud*(MDtotal_well-Adj_length_BHA)/(100*13.26*(OD_BIT-max(OD_DP*0.0254,Min_OD_DP)/0.0254)); %Adding factor
(function of YP) which adds to Pressure factor for DP, Laminar flow eq. bar
%PF_DP_l=(MDtotal_well-Adj_length_BHA)*Visc_mud/(100*408.63*(OD_BIT+max(OD_DP*0.0254,Min_OD_DP)/0.0254)*(OD_BIT-
max(OD_DP*0.0254,Min_OD_DP)/0.0254)^3); %Pressure Factor for DP, laminar flow eq. bar (min/l)
%CONTRAFLOW AREA
%DA_BHA=Contraflow*(pi/4)*(OD_BIT^2*0.0254^2-OD_BHA^2*0.0254^2)*60000/(Dt/1000); %Area Bit-BHA, for bit contraflow only m2
DA_BHA=0;
%NUMERIC CALCULATIONS
times=input('Intro amount of Time Steps to be calculated:'); %Introduce the amount of Time steps to be evaluated, INCLUDE 2ROWS FOR
BOUNDARY CONDITIONS (rows)
j=N+18; %Number of columns in the matrix, including N segments
i=times+5; %Number of rows in the matrix, including 5 initial rows
%DISPLACEMENTS CALCULATIONS
%For Segment 0 Introduce the Wave equation
for g=8:i
A(g,2)=(1-exp(-1*A(g,1)/(T_h*1000)))^2*(Actual_Amp_h*sin(First_freq*A(g,1))+Actual_second_Amp*sin(Second_freq*A(g,1)-pi/2));
end
%SEGMENTS EQUATIONS – INCLUDE BOUNDARY CONDITIONS IN SPACE FOR DISPLACEMENT CALCULATIONS, AND TABLE
FOR RESULTS IS ALSO INCLUDED HERE
for h=8:i
for k=3:N+18
switch k
case First_seg_BHA+2
if DP_Displ_coeff*A(h-1,k-1)+BHA_Displ_coeff*A(h-1,k+1)-A(h-2,k)-A(5,k)>A(h-1,k) %For DP-BHA change of CROSS SECTION
A(h,k)=DP_Displ_coeff*A(h-1,k-1)+BHA_Displ_coeff*A(h-1,k+1)-A(h-2,k)-A(5,k);
else
if DP_Displ_coeff*A(h-1,k-1)+BHA_Displ_coeff*A(h-1,k+1)-A(h-2,k)+A(5,k)<A(h-1,k)
A(h,k)=DP_Displ_coeff*A(h-1,k-1)+BHA_Displ_coeff*A(h-1,k+1)-A(h-2,k)+A(5,k);
else
A(h,k)=A(h-1,k);
end
end
case N+11 %Last segment of string (bottom point)- After SUM OF PRESSURES because SUM OF PRESSURES
is an input for calculating this value
if h==8
if (2*A(h-1,N+1)-A(h-2,N+11)-A(5,N+11))>A(h-1,N+11) %For t=Dt, there is no Sum of pressures, so make it like this
A(h,N+11)=(1-BHA_ending)*(2*A(h-1,N+1)-A(h-2,N+11)-A(5,N+11));
else
if (2*A(h-1,N+1)-A(h-2,N+11)+A(5,N+11))<A(h-1,N+11)
A(h,N+11)=(1-BHA_ending)*(2*A(h-1,N+1)-A(h-2,N+11)+A(5,N+11));
else
A(h,N+11)=A(h-1,N+11);
end
end
else
if (A(h-1,N+1)+A(h-1,N+11)-A(h-2,N+11)-A(5,N+11)-PFF_DS*A(h-1,N+10))>A(h-1,N+11)
A(h,N+11)=(1-BHA_ending)*(A(h-1,N+1)+A(h-1,N+11)-A(h-2,N+11)-A(5,N+11)-PFF_DS*A(h-
1,N+10))+BHA_ending*(BHA_MUD_Displ_coeff*A(h-1,N+1)+MUD_Displ_coeff*A(h-1,N+12)-A(h-2,N+11)-PFF_DS*A(h-1,N+10));
else
if (A(h-1,N+1)+A(h-1,N+11)-A(h-2,N+11)+A(5,N+11)-PFF_DS*A(h-1,N+10))<A(h-1,N+11)
A(h,N+11)=(1-BHA_ending)*(A(h-1,N+1)+A(h-1,N+11)-A(h-2,N+11)+A(5,N+11)-PFF_DS*A(h-
1,N+10))+BHA_ending*(BHA_MUD_Displ_coeff*A(h-1,N+1)+MUD_Displ_coeff*A(h-1,N+12)-A(h-2,N+11)-PFF_DS*A(h-1,N+10));
case N+12 %Column N+12 only zeros! Divide Table of “Numeric Calculations” and “Bit Movement and Pressure
Calculations”
A(h,k)=0;
case N+1 %Segment previous to last one (N-1)! (Standard Numerical eq.)
if (A(h-1,k-1)+A(h-1,N+11)-A(h-2,k)-A(5,k))>A(h-1,k)
A(h,k)=A(h-1,k-1)+A(h-1,N+11)-A(h-2,k)-A(5,k);
else
if (A(h-1,k-1)+A(h-1,N+11)-A(h-2,k)+A(5,k))<A(h-1,k)
A(h,k)=A(h-1,k-1)+A(h-1,N+11)-A(h-2,k)+A(5,k);
else
A(h,k)=A(h-1,k);
end
end
otherwise
if (A(h-1,k-1)+A(h-1,k+1)-A(h-2,k)-A(5,k))>A(h-1,k) %For inside the string segments (Standard Numerical Eq.)
A(h,k)=A(h-1,k-1)+A(h-1,k+1)-A(h-2,k)-A(5,k);
else
if (A(h-1,k-1)+A(h-1,k+1)-A(h-2,k)+A(5,k))<A(h-1,k)
A(h,k)=A(h-1,k-1)+A(h-1,k+1)-A(h-2,k)+A(5,k);
else
A(h,k)=A(h-1,k);
end
end
end
end
end
%PRESSURES BELOW BIT AND BIT MOVEMENTE - FOR MUD FLOW DRIVING PRESSURE
MaxP=max(B); %Create a row with the maximum values of all the columns
MinP=min(B); %Create a row with the minimum values of all the columns
%RESULTS
MaxP_increase_below_bit_SURGE=MaxP(1,N+13)
MaxP_decrease_below_bit_SWAB=MinP(1,N+14)
Bit_move_down_SURGE=MaxP(1,N+15)
Bit_move_up_SWAB=MinP(1,N+16)