Drilling

Principles of Petroleum Eng. II university of Karbala 2016-2017 By: M.
Sadeq Adnan
1 Drilling
1.1 Rig Components
There are many individual pieces of equipment on a rotary drilling rig (Figure 1).
These individual pieces of equipment can however be grouped together into six
subsystems. These systems are: the power system; the hoisting system; the
circulating system; the rotary system; the well control system and the well
monitoring system.
Figure 1 Rotary Drilling Rig
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Principles of Petroleum Eng. II university of Karbala 2016-2017 By: M. Sadeq Adnan
1.1.1 Power system

Most drilling rigs are required to operate in remote locations where a power supply
is not available. They must therefore have a method of generating the electrical
power which is used to operate the systems mentioned above. The electrical power
generators are driven by diesel powered internal combustion engines (prime
movers). Electricity is then supplied to electric motors connected to the drawworks,
rotary table and mud pumps (Figure 2). The rig may have, depending on its size
and capacity, up to 4 prime movers, delivering more than 3000 horsepower.
Figure 2 Power system
1.1.2 Hoisting System

The hoisting system is a large pulley system which is used to lower and raise
equipment into and out of the well. In particular, the hoisting system is used to raise
and lower the drillstring and casing into and out of the well. The drawworks consists
of a large revolving drum, around which a wire rope (drilling line) is spooled. The
drum of the drawworks is connected to an electric motor and gearing system.
The drilling line is threaded (reeved) over a set of sheaves in the top of the derrick,
known as the crown block and down to another set of sheaves known as the
travelling block. A large hook with a snap-shut locking device is suspended from
the travelling block. This hook is used to suspend the drillstring. A set of clamps,
known as the elevators, used when running, or pulling, the drillstring or casing into
or out of the hole, are also connected to the travelling block.
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Figure 3 Hoisting system

Having reeved the drilling line around the crown block and travelling block, one end
of the drilling line is secured to an anchor point somewhere below the rig floor. Since
this line does not move it is called the deadline. The other end of the drilling line is
wound onto the drawworks and is called the fastline.
Derrick: a large load-bearing structure from which the hoisting system and therefore
the drillstring is suspended.
The power output by the drawworks, HPd will be proportional to the drawworks load,
which is equal to the load on the fast line Ff, times the velocity of the fast line vf
(ft/min.)
𝐹𝑓 𝑣𝑓
𝐻𝑃𝑑 =
33000
𝑊
𝐹𝑓 =
𝑁
W (lbs.): Total load supported by the drilling lines, N: The number of lines reeved around
the crown and travelling block.
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1.1.2.1 Round Trip Operations
Round trip (running the string in hole and pulling it out again)
Figure 4 Drilling line tension
1.1.3 Circulating System

The circulating system is used to circulate drilling fluid down through the drillstring
and up the annulus, carrying the drilled cuttings from the face of the bit to surface.
The two main functions of the drilling fluid are:
1. To clean the hole of cuttings made by the bit
2. To exert a hydrostatic pressure sufficient to prevent formation fluids entering the
borehole
Drilling fluid (mud) is usually a mixture of water, clay, weighting material (Barite)
and chemicals. The mud is mixed and conditioned in the mud pits and then circulated
downhole by large pumps (slush pumps). The mud is pumped through the standpipe,
kelly hose, swivel, kelly and down the drillstring. At the bottom of the hole the mud
passes through the bit and then up the annulus, carrying cuttings up to surface. On
surface the mud is directed from the annulus, through the flowline (or mud return
line) and before it re-enters the mudpits the drilled cuttings are removed from the
drilling mud by the solids removal equipment. Once the drilled cuttings have been
removed from the mud it is re-circulated down the hole.
The mud pits are usually a series of large steel tanks, all interconnected and fitted
with agitators to maintain the solids, used to maintain the density of the drilling fluid,
in suspension. Some pits are used for circulating (e.g. suction pit) and others for
mixing and storing fresh mud.
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Figure 6 Circulating system
At least 2 slush pumps are installed on the rig. At shallow depths they are usually
connected in parallel to deliver high flow rates. As the well goes deeper the pumps
may act in series to provide high pressure and lower flowrates.
There are two types of positive displacement pumps in common use:
(i) Duplex (2 cylinders) - double acting
(ii) Triplex (3 cylinders) - single acting
Duplex pumps (Figure 7) have two cylinders and are double-acting. Triplex pumps
(Figure 8) have three cylinders and are single-acting. Triplex pumps have the
advantages of being lighter, give smoother discharge and have lower maintenance
costs.
The Power output of a mud pump is measured in Hydraulic Horsepower. The
horsepower delivered by a pump can be calculated from the following:
𝑃×𝑄
𝐻𝐻𝑃 =
1714
where,
HHP = Horsepower
Q = Flow rate (gpm; Gallon per minute)
P = Pressure (psi)
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The discharge line from the mud pumps is connected to the standpipe - a steel pipe
mounted vertically on one leg of the derrick. A flexible rubber hose (kelly hose)
connects the top of the standpipe to the swivel via the gooseneck.
Figure 7 Duplex pump
Figure 8 Triplex pump
The mud passes over a shale shaker, which is basically a vibrating screen. This will
remove the larger particles, while allowing the residue (underflow) to pass into
settling tanks. The finer material can be removed using other solids removal
equipment. If the mud contains gas from the formation it will be passed through a
degasser which separates the gas from the liquid mud.
1.1.4 Rotary System

The rotary system is used to rotate the drillstring, and therefore the drillbit, on the
bottom of the borehole. The rotary system includes all the equipment used to achieve
bit rotation (Figure 9).
The swivel is positioned at the top of the drillstring. It has 3 functions:
1. Supports the weight of the drill string
2. Permits the string to rotate
3. Allows mud to be pumped while the string is rotating
The kelly is the first section of pipe below the swivel. It is normally about 40' long,
and has an outer hexagonal cross-section. It must have this hexagonal (or sometimes
square) shape to transmit rotation from the rotary table to the drillstring.
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The rotary table is located on the drill floor and can be turned in both clockwise and
anti-clockwise directions. A large cylindrical sleeve, called a master bushing, is used
to protect the rotary table. The torque from the rotary table is transmitted to the kelly
through the four pins on a device which runs along the length of the kelly, known as
the kelly bushing.
Figure 9 Rotary system

Slips are used to suspend pipe in the rotary table when making or breaking a
connection. Slips are made up of three tapered, hinged segments. The inside of the
slips have a serrated surface, which grips the pipe (Figure 9). To unscrew (or
“break”) a connection, two large wrenches (or tongs) are used. A stand (3 lengths
of drillpipe) of pipe.
Figure 10 Tubing makeup and breakout
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1.1.4.1 Top Drive Systems
A top drive system consists of a power swivel, driven by an electric motor. This
power swivel is connected to the travelling block and both components run along a
vertical guide track which extends from below the crown block to within 3 metres of
the rig floor.
A top drive system replaces the functions of the rotary table and allows the drillstring
to be rotated from the top, using the power swivel instead of a kelly and rotary table
(Figure 13).
Figure 13 Top drive system (Courtesy of Varco)
1.1.5 WELL CONTROL SYSTEM

The function of the well control system is to prevent the uncontrolled flow of
formation fluids from the wellbore. When the drillbit enters a permeable formation
the pressure in the pore space of the formation may be greater than the hydrostatic
pressure exerted by the mud colom. If this is so, formation fluids will enter the
wellbore and start displacing mud from the hole. Any influx of formation fluids (oil,
gas or water) in the borehole is known as a kick.
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The well control system is designed to:

• Detect a kick
• Close-in the well at surface
• Remove the formation fluid which has flowed into the well
• Make the well safe
Failure to do this results in the uncontrolled flow of fluids - known as a blow-out -
which may cause loss of lives and equipment, damage to the environment and the
loss of oil or gas reserves. Primary well control is achieved by ensuring that the
hydrostatic mud pressure is sufficient to overcome formation pressure. Hydrostatic
pressure is calculated from:
𝑃 = 0.052 × 𝑀𝑊 × 𝑇𝑉𝐷
where:
P = hydrostatic pressure (psi)
MW = mud weight (ppg; pound per gallon)
TVD = vertical height of mud column (ft)
Primary control will only be maintained by ensuring that the mud weight is kept at
the prescribed value, and keeping the hole filled with mud. Secondary well control
is achieved by using valves to prevent the flow of fluid from the well until such time
as the well can be made safe.
1.1.5.1 Detecting a kick
The first sign that a kick has taken place could be a sudden increase in the level of
mud in the pits. Another sign may be mud flowing out of the well even when the
pumps are shut down (i.e. without circulating).
1.1.5.2 Closing in the Well

Blow out preventors (BOPs) must be installed to cope with any kicks that may
occur. BOPs are basically high pressure valves which seal off the top of the well.
There are two basic types of BOP:
1. Annular preventor - designed to seal off the annulus between the drillstring
and the side of hole (may also seal off open hole if kick occurs while the pipe
is out of the hole). These are made of synthetic rubber which, when expanded,
will seal off the cavity (Figure 14). The advantage of such a well control
device is that the packing element will close off around any size or shape of
pipe. An annular preventer will also allow pipe to be stripped in (run into the
well whilst containing annulus pressure) and out and rotated.
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Figure 14 Hydril annular BOP (Courtesy of Hydril*)

2. Ram type preventor - designed to seal off the annulus by ramming large
rubberfaced blocks of steel together. Different types are available:
 blind rams - seal off in open hole
 pipe rams - seal off around drillpipe (Figure 15)
 shear rams - sever drillpipe (used as last resort)
Figure 15 Ram type BOP (Courtesy of Hydril*)
1.1.6 WELL MONITORING SYSTEM

Safety requires constant monitoring of the drilling process. If drilling problems are
detected early remedial action can be taken quickly, thereby avoiding major
problems. The driller must be aware of how drilling parameters are changing (e.g.
WOB (Weight on Bit), RPM (Revolutions per Minute), pump rate, pump pressure,
gas content of mud etc.). For this reason there are various gauges installed on the
driller’s console where he can read them easily.
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1.2 Drillstring
The term drillstring is used to describe the tubulars and
accessories on which the drillbit is run to the bottom of the
borehole. The drillstring consists of drillpipe,
drillcollars, the kelly and various other pieces of
equipment such as stabilisers and reamers, which are
included in the drillstring just above the drillbit (Figure 1).
All of these components will be described in detail below.
The drillcollars and the other equipment which is made up
just above the bit are collectively called the Bottom Hole
Assembly (BHA).
The functions of the drillstring are:
1. To suspend the bit
2. To transmit rotary torque from the kelly to the bit
3. To provide a conduit for circulating drilling fluid to
the bit
Figure 1 Components of the drillstring
1.2.1 DRILLPIPE
Drillpipe is the major component of the drillstring It
generally constitutes 90-95% of the entire length of
the drillstring. Drillpipe is a seamless pipe with
threaded connections, known as tooljoints (Figure
2). At one end of the pipe there is the box, which has
the female end of the connection. At the other end of
each length of drillpipe is the male end of the
connection known as the pin.
Figure 2 Tooljoint
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1.2.1.1 Length of drillpipe
The standard dimensions for drillpipe are specified by the American Petroleum
Institute. Singles are available in three API length “ranges” (see Table 1) with range
2 being the most common.
The exact length of each single must be measured on the rigsite since the process
used to manufacture the drillpipe means that singles are not of uniform length. Since
the only way in which the driller knows the depth of the drillbit is by knowing the
length of the drillstring the length of each length of drillpipe (and all other drillstring
components) made up into the drillstring must be measured and recorded on a
drillpipe tally.
Table 1 Drillpipe Lengths

API Range Length (ft)
1 18-22
2 27-30
3 38-45
1.2.1.2 Dimension of drillpipe Table 2 Dimensions of Drillpipe
The drillpipe is also

manufactured in a variety of
outside diameters, and weights
(Table 2) which assuming a
specific gravity for steel of 490
lb/cuft, is a reflection of the wall
thickness of the drillpipe.
1.2.1.3 Grade of drillpipe Table 3 Drillpipe Material Grades

The drillpipe is also
manufactured in a variety of
material grades (Table 3).
The specification for a
particular string of drillpipe
could therefore appear as: 5”
19.5 lb/ft Grade S Range 2.
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1.2.2 HEAVY WALL DRILLPIPE (HWDP)

Heavy wall drillpipe (or heavy weight
drillpipe) has a greater wall thickness than
ordinary drillpipe and is often used at the base
of the drillpipe where stress concentration is
greatest. HWDP was developed to provide a
gradual transition from heavy drill collars to
relatively lightweight drill pipe.
Figure 5 “Heavyweight” drillpipe
1.2.3 DRILL COLLARS

Drillcollars are tubulars which have a much larger outer diameter and generally
smaller inner diameter than drillpipe. The function of drill collars are:
1. To provide enough weight on bit for efficient drilling
2. To keep the drillstring in tension, thereby reducing bending stresses and
failures due to fatigue.
3. To provide stiffness in the BHA for directional control.
1.2.4 OTHER DRILLSTRING COMPONENTS
1.2.4.1 Stabilisers
Stabilisers consist of a length of pipe with blades on the external surface. These
blades may be either straight or spiral and there are numerous designs of stabilisers
(Figure 8). The blades can either be fixed on to the body of the pipe, or mounted on
a rubber sleeve (sleeve stabiliser), which allows the drillstring to rotate within it.
In vertical holes the functions of stabilisers may be summarised as follows:
1. Reduce buckling and bending stresses on drill collars
2. Allow higher WOB since the string remains concentric even in compression.
3. Increase bit life by reducing wobble (i.e. all three cones loaded equally).
4. Help to prevent wall sticking.
5. Act as a key seat wiper when placed at top of collars.
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Generally, for a straight hole, the stabilisers are positioned as shown in Figure 9.
Normally the stabilisers used will have 3 blades.
Figure 8 Stabilisers Figure 9 Stabiliser positions for straight hole drilling
1.2.4.2 Roller Reamer
A roller reamer consists of stabiliser blades with

rollers embedded into surface of the blade. The rollers
may be made from high grade carburised steel or have
tungsten carbide inserts (Figure 10). The roller reamer
acts as a stabiliser and is especially useful in
maintaining gauge hole.
Figure 10 Roller reamers
1.2.4.3 Shock sub (vibration dampener)
A shock sub is normally located above the bit to reduce

the stress due to bouncing when the bit is drilling
through hard rock. The shock sub absorbs the vertical
vibration either by using a strong steel spring, or a
resilient rubber element (Figure 11).
Figure 11 Shock sub
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1.2.4.4 Drilling Jars
The purpose of these tools is to deliver a sharp blow to free the pipe if it becomes
stuck in the hole. Hydraulic jars are activated by a straight pull and give an upward
blow. Mechanical jars are preset at surface to operate when a given compression load
is applied and give a downward blow. Jars are usually positioned at the top of the
drill collars.
1.3 Drilling Bit

A drilling bit is the cutting or boring tool
which is made up on the end of the drillstring
(Figure 1).
Figure 1 Types of drilling bit
1.3.1 Types of drilling bits

There are basically two types of drilling bit (Figure 1)
• Roller Cone Bits
• Fixed Cutter Bits (Diamond Bits)
1.3.1.1 Roller Cone Bits
Roller cone bits (or rock bits) are still the

most common type of bit used worldwide.
The cutting action is provided by cones
which have either steel teeth or tungsten
carbide inserts. These cones rotate on the
bottom of the hole and drill hole
predominantly with a grinding and chipping
action. Rock bits are classified as milled
tooth bits or insert bits depending on the
Figure 2 Milled tooth bit Figure 3 Insert bit
cutting surface on the cones (Fig. 2 and 3).
The cones of the 3 cone bit are mounted on bearing pins, or arm journals, which
extend from the bit body. The bearings allow each cone to turn about its own axis as
the bit is rotated.
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1.3.1.2 Fixed Cutter Bits (Diamond Bits)
Diamond has been used as a material for cutting rock for many years. Since it was
first used however, the type of diamond and the way in which it is set in the drill bit
have changed.
Natural Diamond Bits

The hardness and wear resistance of diamond made it an obvious material to be used
for a drilling bit. The diamond bit is really a type of drag bit since it has no moving
cones and operates as a single unit. Industrial diamonds have been used for many
years in drill bits and in core heads (Fig. 1).
The major disadvantage of diamond bits is their cost (sometimes 10 times more
expensive than a similar sized rock bit). Since diamond bits have no moving parts
they tend to last longer than roller cone bits and can be used for extremely long bit
runs. This results in a reduction in the number of round trips and offsets the capital
cost of the bit. This is especially important in areas where operating costs are high
(e.g. offshore drilling).
PDC Bits
A new generation of diamond bits known as polycrystalline diamond compact
(PDC) bits (Figure 5). These bits have the same advantages and disadvantages as
natural diamond bits but use small discs of synthetic diamond. PDC bits tend to drill
faster with low WOB and high RPM
Figure 5 Polycrystalline Compact (PDC) Bits
TSP Bits
A further development of the PDC bit concept was the introduction in the later 1980’s
of Thermally Stable Polycrystalline (TSP) diamond bits. These bits are
manufactured in a similar fashion to PDC bits but are tolerant of much higher
temperatures than PDC bits.
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1.4 Casing
It is generally not possible to drill a well through all of the formations from surface
(or the seabed) to the target depth in one hole section. The well is therefore drilled in
sections, with each section of the well being sealed off by lining the inside of the
borehole with steel pipe, known as casing and filling the annular space between this
casing string and the borehole with cement, before drilling the subsequent hole
section.
This casing string is made up of joints of pipe, of approximately 40ft in length, with
threaded connections. Depending on the conditions encountered, 3 or 4 casing strings
may be required to reach the target depth. The cost of the casing can therefore
constitute 20-30% of the total cost of the well (£1-3m).
There are many reasons for casing off formations:
1. To prevent unstable formations from caving in;
2. To protect weak formations from the high mud weights that may be required
in subsequent hole sections. These high mud weights may fracture the weaker
zones;
3. To isolate zones with abnormally high pore pressure from deeper zones
which may be normally pressured;
4. To seal off lost circulation zones;
5. To allow selective access for production/injection/control the flow of fluids
from, or into, the reservoir(s); When set across the production interval.
1.4.1 Component Parts of a Casing String

A casing string consists of individual joints of steel pipe which are connected
together by threaded connections. The joints of casing in a string generally have the
same outer diameter and are approximately 40ft long.
A bull-nose shaped device, known as a guide shoe or casing shoe, is attached to the
bottom of the casing string and a casing hanger, which allows the casing to be
suspended from the wellhead, is attached to the top of the casing.
Various other items of equipment, associated with the cementing operation, may also
be included in the casing string, or attached to the outside of the casing e.g. float
collar, centralisers and scratchers.
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1.4.2 Casing Terminology

There are a set of generic terms used to describe casing strings. These terms are
shown in Figure 2. The classification system is based on the specific function of the
casing string so, for instance, the function of the surface string shown in Figure 2 is
to support the wellhead and BOP stack.
1.4.2.1 Conductor Casing (30” O.D.)1
The conductor is the first casing string to be run, and consequently has the largest
diameter. It is generally set at approximately 100ft below the ground level or seabed.
Its function is to seal off unconsolidated formations at shallow depths which, with
continuous mud circulation, would be washed away.
1.4.2.2 Surface Casing (20” O.D.)
The surface casing is run after the conductor and is generally set at approximately
1000 - 1500 ft below the ground level or the seabed. The main functions of surface
casing are to seal off any fresh water sands, and support the wellhead and BOP
equipment.
1.4.2.3 Intermediate Casing (13 3/8” O.D.)
Intermediate (or protection) casing strings are used to isolate troublesome formations
between the surface casing setting depth and the production casing setting depth. The
types of problems encountered in this interval include: unstable shales, lost
circulation zones, abnormally pressured zones and squeezing salts. The number of
intermediate casing strings will depend on the number of such problems encountered.
1.4.2.4 Production Casing (9 5/8” O.D.)
The production casing is either run through the pay zone, or set just above the pay
zone (for an open hole completion or prior to running a liner). The main purpose of
this casing is to isolate the production interval from other formations (e.g. water
bearing sands) and/or act as a conduit for the production tubing.
1.4.2.5 Liner (7” O.D.)
A liner is a short (usually less than 5000ft) casing string which is suspended from the
inside of the previous casing string by a device known as a liner hanger. The liner
1
Although there is no direct relationship between the size of casing and its function, there is a great deal of
similarity in the casing sizes used by operators in the North Sea.
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hanger is attached to the top joint of the casing in the string. The overlap with the
previous casing (liner lap) is usually 200ft - 400ft. Liners may be used as an
intermediate string or as a production string.
The advantages of running a liner, as opposed to a full string of casing, are that:
1. A shorter length of casing string is required, and this results in a significant
cost reduction;
2. The liner is run on drillpipe, and therefore less rig time is required to run the
string;
3. The liner can be rotated during cementing operations. This will significantly
improve the mud displacement process and the quality of the cement job.
Figure 2 Casing string terminology
1.4.3 PROPERTIES OF CASING
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1.4.4 WELLHEADS AND CASING HANGERS

All casing strings, except for liners, are
suspended from a wellhead. On a land well or
offshore platform the wellhead is just below the
rig floor. The wellhead on a land or platform well
is made up of a series of spools, stacked up, one
on top of the other (Figure 6). Surface wellhead
spools have four functions:
1. To suspend the weight of the casing
string;
2. To seal off the annulus between
successive casing strings at the surface;
3. To allow access to the annulus between
casing strings;
4. To act as an interface between the casing
string and BOP stack.
When the casing string has been run into the
wellbore it is hung off, or suspended, by a casing
hanger, which rests on a landing shoulder inside
the casing spool.
1.5 Cementing
Cement is used primarily as an impermeable seal material in oil and gas well drilling.
1.5.1 Functions of oilwell cement

However, the prevention of fluid migration is by far the most important function
of the cement sheath between the casing and borehole.
The most important functions of a cement sheath between the casing and borehole
are:
1. To prevent the movement of fluids from one formation to another or from the
formations to surface through the annulus between the casing and borehole.
2. To support the casing string (specifically surface casing)
3. To protect the casing from corrosive fluids in the formations.
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Cement is also used for remedial or repair work on producing wells. It is used for
instance to seal off perforated casing when a producing zone starts to produce large
amounts of water and/or to repair casing leaks.
1.5.2 Single Stage Cementing Operation

The techniques used to place the cement in the annular space is to pump cement down
the inside of the casing and through the casing shoe into the annulus (Figure 2). This
operation is known as a primary cement job.
In the case of the single stage operation, the casing with all of the required cementing
accessories such as the float collar, centralisers etc. is run in the hole until the shoe
is just a few feet off the bottom of the hole and the casing head is connected to the
top of the casing. It is essential that the cement plugs are correctly placed in the
cement head.
Figure 5 Guide shoe and float shoe Figure 7 Casing Centraliser
The casing is then circulated clean before the cementing operation begins (at least
one casing volume should be circulated). The first cement plug (wiper plug) shown
in Figure 11, is pumped down ahead of the cement to wipe the inside of the casing
clean. The spacer is then pumped into the casing. The spacer is followed by the
cement slurry and this is followed by the second plug (shut-off plug).
Figure 11 Bottom Plug (wiper plug)
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When the wiper plug reaches the float collar its rubber diaphragm is ruptured,
allowing the cement slurry to flow through the plug, around the shoe, and up into the
annulus. At this stage the spacer is providing a barrier to mixing of the cement and
mud. When the solid, shut-off plug reaches the float collar it lands on the wiper plug
and stops the displacement process. The pumping rate should be slowed down as the
shut-off plug approaches the float collar and the shut-off plug should be gently
bumped into the bottom, wiper plug.
The casing is often pressure tested at this point in the operation. The pressure is then
bled off slowly to ensure that the float valves, in the float collar and/or casing shoe,
are holding.
The single stage procedure can be summarised as follows:
1. Circulate the casing and annulus clean with mud (one casing volume pumped)
2. Release wiper plug
3. Pump spacer
4. Pump cement
5. Release shut-off plug
6. Displace with displacing fluid (generally mud) until the shut-off plug lands
on the float collar
7. Pressure test the casing
Figure 2 Primary Cementing Operations
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1.6 Drilling Fluids

Drilling fluid or drilling mud is a critical component in the rotary drilling process.
Its primary functions are to remove the drilled cuttings from the borehole whilst
drilling and to prevent fluids from flowing from the formations being drilled, into the
borehole.
1.6.1 Functions and Properties of a Drilling Fluid

The primary functions of a drilling fluid are:
1. Remove cuttings from the Wellbore
2. Prevent Formation Fluids Flowing into the Wellbore
3. Maintain Wellbore Stability
4. Cool and Lubricate the Bit
The main functions of drilling fluid and the properties which are associated with
fulfilling these functions are summarised in Table 1.
Table 1 Function and Physical Properties of Drilling Fluid
1.6.2 Types of Drilling Fluid

The two most common types of drilling fluid used are water based mud and oil based
mud. Water-based muds (WBM) are those drilling fluids in which the continuous
phase of the system is water (salt water or fresh water) and Oil-based muds (OBM)
are those in which the continuous phase is oil. WBM’s are the most commonly used
muds world-wide.
However, drilling fluids may be broadly classified as liquids or gases (Figure 1).
Although pure gas or gas-liquid mixtures are used they are not as common as the
liquid based systems. The use of air as a drilling fluid is limited to areas where
formations are competent and impermeable.
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The advantages of drilling with air in the circulating system are: higher penetration
rates; better hole cleaning; and less formation damage. However, there are also two
important disadvantages: air cannot support the sides of the borehole and air cannot
exert enough pressure to prevent formation fluids entering the borehole.
Gas-liquid mixtures (foam) are most often used where the formation pressures are
so low that massive losses occur when even water is used as the drilling fluid. This
can occur in mature fields where depletion of reservoir fluids has resulted in low pore
pressure.
Figure 1 Types of Drilling Fluid
Water based muds are relatively inexpensive because of the ready supply of the fluid
from which they are made - water. Water-based muds consist of a mixture of solids,
liquids and chemicals. Fresh water is used as the base for most of these muds, but in
offshore drilling operations salt water is more readily available. Figure 2 shows the
typical composition of a water-based mud.
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Figure 2 Composition of typical water -based mud
The main disadvantage of using water based muds is that the water in these muds
causes instability in shales. Shale is composed primarily of clays and instability is
largely caused by hydration of the clays by mud containing water.
There are several ways to limit (or inhibit) interaction between WBMs and water-
sensitive formations:
1. WBM that combines potassium chloride (KCl) with a polymer called
partially-hydrolyzed polyacrylamide – KCI PHPA mud. PHPA helps stabilize
shale by coating it with a protective layer of polymer.
2. The other way is usage of oil-based mud, OBM as a means of controlling
reactive shales. Oil-based muds are similar in composition to water-based
except that the continuous phase is oil. In an invert oil emulsion mud
(IOEM) water may make up a large percentage of the volume, but oil is still
the continuous phase. (The water is dispersed throughout the system as
droplets). Figure 3 shows the typical composition of OBM’s. OBM’s do not
contain free water that can react with the clays in the shale.
Figure 3 Composition of typical oil-based mud
25
OBM not only provides excellent wellbore stability but also good lubrication,
temperature stability, a reduced risk of differential sticking and low formation
damage potential.
Oil muds are however more expensive and require more careful handling (pollution
control) than WBM’s. Full-oil muds have a very low water content (<5%) whereas
invert oil emulsion muds (IOEM’s) may have anywhere between 5% and 50% water
content.
1.6.3 Additives to WBM’s

a) Viscosity control additives
Commercial clays are used to control the viscosity of water based muds. Bentonite
is a finely powdered clay material (mainly montmorillonite) which swells when
mixed with water. Commonly used as a mud additive to control the viscosity of water
based muds.
b) Density control additives
Barite (barium sulphate, BaSO4) is the primary weighting material used in muds.
Densities of 9 ppg to 19 ppg can be achieved by mixing water, clay and barite. Other
weighting materials are calcium carbonate and galena (lead sulphide).
c) pH control additives
Caustic soda NaOH is the major additive used to keep the pH of the mud high. This
is desirable to prevent corrosion and hydrogen embrittlement. The pH of most muds
lies between 9.5 and 10.5.
26

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Principles of Petroleum Eng. II university of Karbala 2016-2017 By: M.

Figure 1 Rotary Drilling Rig

1.1.1 Power system

Figure 2 Power system

1.1.2 Hoisting System

Figure 3 Hoisting system

1.1.2.1 Round Trip Operations

Figure 4 Drilling line tension

1.1.3 Circulating System

Figure 6 Circulating system

Figure 7 Duplex pump

Figure 8 Triplex pump

1.1.4 Rotary System

Figure 9 Rotary system

Figure 10 Tubing makeup and breakout

1.1.4.1 Top Drive Systems

Figure 13 Top drive system (Courtesy of Varco)

1.1.5 WELL CONTROL SYSTEM

The well control system is designed to:

1.1.5.1 Detecting a kick

1.1.5.2 Closing in the Well

Figure 14 Hydril annular BOP (Courtesy of Hydril*)

Figure 15 Ram type BOP (Courtesy of Hydril*)

1.1.6 WELL MONITORING SYSTEM

Figure 1 Components of the drillstring

1.2.1.1 Length of drillpipe

Table 1 Drillpipe Lengths

1.2.1.2 Dimension of drillpipe Table 2 Dimensions of Drillpipe

The drillpipe is also

1.2.1.3 Grade of drillpipe Table 3 Drillpipe Material Grades

1.2.2 HEAVY WALL DRILLPIPE (HWDP)

Figure 5 “Heavyweight” drillpipe

1.2.3 DRILL COLLARS

1.2.4 OTHER DRILLSTRING COMPONENTS

Figure 8 Stabilisers Figure 9 Stabiliser positions for straight hole drilling

1.2.4.2 Roller Reamer

A roller reamer consists of stabiliser blades with

1.2.4.3 Shock sub (vibration dampener)

A shock sub is normally located above the bit to reduce

Figure 11 Shock sub

1.2.4.4 Drilling Jars

1.3 Drilling Bit

1.3.1 Types of drilling bits

1.3.1.1 Roller Cone Bits

Roller cone bits (or rock bits) are still the

1.3.1.2 Fixed Cutter Bits (Diamond Bits)

Natural Diamond Bits

Figure 5 Polycrystalline Compact (PDC) Bits

1.4.1 Component Parts of a Casing String

1.4.2 Casing Terminology

1.4.2.1 Conductor Casing (30” O.D.)1

1.4.2.2 Surface Casing (20” O.D.)

1.4.2.3 Intermediate Casing (13 3/8” O.D.)

1.4.2.4 Production Casing (9 5/8” O.D.)

1.4.2.5 Liner (7” O.D.)

Figure 2 Casing string terminology

1.4.3 PROPERTIES OF CASING

1.4.4 WELLHEADS AND CASING HANGERS