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1 Directional Drilling Calculations

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Calculations and examples for directional drilling engineering

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Page 1: Calculation Equations for directional drilling

1

Directional Drilling Calculations

Page 2: Calculation Equations for directional drilling

2

Type I Type II Type III

Build and Hold

Build-Hold and Drop

ContinuousBuild

KOP

EOC

Page 3: Calculation Equations for directional drilling

3

x

y

I

I

r

rL

In the BUILDSection

x = r (1 - cos I)

y = r sin I

L = r rad

degI r180

= L

BUR*

000,18r

Page 4: Calculation Equations for directional drilling

4

N18E

N55WS20W

S23E

Azimuth

Angle

Page 5: Calculation Equations for directional drilling

5

Example 1: Design of Directional Well

Design a directional well with the following restrictions:

• Total horizontal departure = 4,500 ft

• True vertical depth (TVD) = 12,500 ft

• Depth to kickoff point (KOP) = 2,500 ft

• Rate of build of hole angle = 1.5 deg/100 ft

• Type I well (build and hold)

Page 6: Calculation Equations for directional drilling

6

Example 1: Design of Directional Well

(i) Determine the maximum hole angle required.

(ii) What is the total measured depth (MD)?

(MD = well depth measured along the wellbore,

not the vertical depth)

Page 7: Calculation Equations for directional drilling

7

(i) Maximum Inclination

Angle

r1 18 000

15

,

. r2 0

D4 1

12 500 2 500

10 000

D

ft

, ,

,

Page 8: Calculation Equations for directional drilling

8

(i) Maximum Inclination Angle

500,4)820,3(2

500,4)820,3(2000,10500,4000,10 tan2

x)rr(2

x)rr(2)DD(xDDtan2

221-

421

4212

1424141

max

3.26max

Page 9: Calculation Equations for directional drilling

9

(ii) Measured Depth of Well

ft 265,9L

105,4sinL

ft 4,105

395500,4x

ft 395

)26.3 cos-3,820(1

)cos1(rx

Hold

Hold

Hold

1Build

Page 10: Calculation Equations for directional drilling

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(ii) Measured Depth of Well

265,9180

26.33,8202,500

LrDMD Holdrad11

ft 518,13MD

Page 11: Calculation Equations for directional drilling

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* The actual well path hardly ever coincides with the planned trajectory

* Important: Hit target within specified radius

Page 12: Calculation Equations for directional drilling

12

What is known?I1 , I2 , A1 , A2 ,

L=MD1-2

Calculate = dogleg angle

DLS =L

Page 13: Calculation Equations for directional drilling

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Wellbore Surveying Methods

Average Angle Balanced Tangential Minimum Curvature Radius of Curvature Tangential

Other Topics Kicking off from Vertical Controlling Hole Angle

Page 14: Calculation Equations for directional drilling

14

I, A, MD

Page 15: Calculation Equations for directional drilling

15

Example - Wellbore Survey Calculations

The table below gives data from a directional survey.

Survey Point Measured Depth Inclination Azimuth along the wellbore Angle Angle

ft I, deg A, deg

A 3,000 0 20 B 3,200 6 6 C 3,600 14 20 D 4,000 24 80

Based on known coordinates for point C we’ll calculate the coordinates of point D using the above information.

Page 16: Calculation Equations for directional drilling

16

Example - Wellbore Survey Calculations

Point C has coordinates:

x = 1,000 (ft) positive towards the east

y = 1,000 (ft) positive towards the north

z = 3,500 (ft) TVD, positive downwards

Z

E (x)

N (y)C

Dz

N

D

C

yx

Page 17: Calculation Equations for directional drilling

17

Example - Wellbore Survey Calculations

I. Calculate the x, y, and z coordinates of points D using:

(i) The Average Angle method

(ii) The Balanced Tangential method

(iii) The Minimum Curvature method

(iv) The Radius of Curvature method

(v) The Tangential method

Page 18: Calculation Equations for directional drilling

18

The Average Angle Method

Find the coordinates of point D using the Average Angle Method

At point C, X = 1,000 ft

Y = 1,000 ft

Z = 3,500 ft

80A 24I

20A 14I

ft 400MD D, toC fromdepth Measured

DD

CC

Page 19: Calculation Equations for directional drilling

19

The Average Angle Method

80A 24I

20A 14I

ft 400MD D, toC fromdepth Measured

DD

CC

Z

E (x)

N (y)

C

Dz

N

D

C

yx

Page 20: Calculation Equations for directional drilling

20

The Average Angle Method

Page 21: Calculation Equations for directional drilling

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The Average Angle Method

This method utilizes the average of I1 and I2 as an inclination, the average of A1 and A2 as a direction, and assumes all of the survey interval (MD) to be tangent to the average angle.

From: API Bulletin D20. Dec. 31, 1985

Page 22: Calculation Equations for directional drilling

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ft 71.8350cossin19400

cossin

502

8020

2

192

2414

2

AVGAVG

DCAVG

DCAVG

AIMDNorth

AAA

III

The Average Angle Method

Page 23: Calculation Equations for directional drilling

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The Average Angle Method

ft

AIMDEast AVEAVG

76.9950sinsin19400

sinsin

ft

IVert AVG

21.378cos19400

cos400

Page 24: Calculation Equations for directional drilling

24

The Average Angle Method

At Point D,

X = 1,000 + 99.76 = 1,099.76 ft

Y = 1,000 + 83.71 = 1,083.71 ft

Z = 3,500 + 378.21 = 3,878.21 ft

Page 25: Calculation Equations for directional drilling

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The Balanced Tangential Method

This method treats half the measured distance (MD/2) as being tangent to I1 and A1 and the remainder of the measured distance (MD/2) as being tangent to I2 and A2.

From: API Bulletin D20. Dec. 31, 1985

Page 26: Calculation Equations for directional drilling

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The Balanced Tangential Method

ft 59.59

)80cos24sin20cos14(sin2

400

)AcosIsinAcosI(sin2

MDNorth DDCC

Page 27: Calculation Equations for directional drilling

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The Balanced Tangential Method

96.66ft

)80sin24sin20sin14(sin2

400

)AsinIsinAsinI(sin2

MDEast DDCC

Page 28: Calculation Equations for directional drilling

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The Balanced Tangential Method

ft77.376)14cos24(cos2

400

)IcosI(cos2

MDVert CD

Page 29: Calculation Equations for directional drilling

29

The Balanced Tangential Method

At Point D,

X = 1,000 + 96.66 = 1,096.66 ft

Y = 1,000 + 59.59 = 1,059.59 ft

Z = 3,500 + 376.77 = 3,876.77 ft

Page 30: Calculation Equations for directional drilling

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Minimum Curvature Method

Page 31: Calculation Equations for directional drilling

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Minimum Curvature Method

This method smooths the two straight-line segments of the Balanced Tangential Method using the Ratio Factor RF.

RF = (2/DL) * tan(DL/2) (DL= and must be in radians)

Page 32: Calculation Equations for directional drilling

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Minimum Curvature Method

The dogleg angle, , is given by:

radians 36082.020.67

0.935609

))2080cos(1(24sinsin14-14)-cos(24

))AAcos(1(IsinIsin)IIcos(Cos CDDCCD

Page 33: Calculation Equations for directional drilling

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Minimum Curvature Method

The Ratio Factor,

ft 25.6001099.1*59.59

RF)IcosIsinAcosI(sin2

MDNorth

01099.12

67.20tan*

3608.0

2RF

Z

tan2

RF

DDCC

2

Page 34: Calculation Equations for directional drilling

34

Minimum Curvature Method

ft 380.911.01099*376.77

RF)IcosI(cos2

MDVert

ft 97.721.01099*96.66

RF)AsinIsinAsinI(sin2

MDEast

DC

DDCC

Page 35: Calculation Equations for directional drilling

35

Minimum Curvature Method

At Point D,

X = 1,000 + 97.72 = 1,097.72 ft

Y = 1,000 + 60.25 = 1,060.25 ft

Z = 3,500 + 380.91 =3,888.91 ft

Page 36: Calculation Equations for directional drilling

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The Radius of Curvature Method

ft 79.83

180

)2080)(1424(

)20sin80)(sin24cos400(cos14

180

)AA)(II(

)AsinA)(sinIcosI(cosMDNorth

2

2

CDCD

CDDC

Page 37: Calculation Equations for directional drilling

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The Radius of Curvature Method

ft 95.14

180

)2080)(1424(

)80cos20)(cos24cos14(cos400

180

)AA)(II(

)AA)(cosIcosI(cosMDEast

2

2

CDCD

DCDC

2180

CDCD

DCDC

AAII

AcosAcosIcosIcosMDEast

Page 38: Calculation Equations for directional drilling

38

The Radius of Curvature Method

ft 73.377180

1424

)14sin400(sin24

180

II

)IsinI(sinMDVert

CD

CD

Page 39: Calculation Equations for directional drilling

39

The Radius of Curvature Method

At Point D,

X = 1,000 + 95.14 = 1,095.14 ft

Y = 1,000 + 79.83 = 1,079.83 ft

Z = 3,500 + 377.73 = 3,877.73 ft

Page 40: Calculation Equations for directional drilling

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The Tangential Method

80A 24I

20A 14I

ft 400MD D, toC fromdepth Measured

DD

CC

DD AIMDNorth cossin

ft 25.2880cos24sin400

Page 41: Calculation Equations for directional drilling

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The Tangential Method

ft 22.16080sinsin24400

sinsin

DD AIMDEast

ft 42.36524cos400

Icos400Vert D

Page 42: Calculation Equations for directional drilling

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The Tangential Method

ft 3,865.42365.423,500 Z

ft 1,028.2528.251,000Y

ft 1,160.22160.221,000X

D,Point At

Page 43: Calculation Equations for directional drilling

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Summary of Results (to the nearest ft)

X Y Z

Average Angle 1,100 1,084 3,878

Balanced Tangential 1,097 1,060 3,877

Minimum Curvature 1,098 1,060 3,881

Radius of Curvature 1,095 1,080 3,878

Tangential Method 1,016 1,028 3,865

Page 44: Calculation Equations for directional drilling

44

Torque and DragCalculations

Page 45: Calculation Equations for directional drilling

45

Friction - Stationary

• Horizontal surface

• No motion• No applied force

Fy = 0

N = W

N

W

N= Normal force = lateral load = contact force = reaction force

Page 46: Calculation Equations for directional drilling

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Sliding Motion

• Horizontal surface

• Velocity, V > 0

• V = constant

• Force along surface

N = W

F = N = W

N

W

F N

Page 47: Calculation Equations for directional drilling

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Frictionless, Inclined, Straight Wellbore:

1. Consider

a section

of pipe

in the

wellbore.

In the absence of FRICTION the forces acting on the pipe are buoyed weight, axial tension and the reaction force, N, normal to the wellbore.

Page 48: Calculation Equations for directional drilling

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Frictionless, Inclined, Straight Wellbore:

pipe.ROTATING for used are equations

(2) : wellbore to 0

(1) : wellborealong 0

ar

These

F

F

IcosWT

IsinWN

Page 49: Calculation Equations for directional drilling

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Effect of Friction (no doglegs):

2. Consider Effect of Friction ( no doglegs):

Page 50: Calculation Equations for directional drilling

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Effect of Friction (no doglegs):

Frictional Force, F = N = W sin I

where 0 < < 1 ( is the coeff. of friction)

usually 0.15 < < 0.4 in the wellbore

(a) Lowering: Friction opposes motion, so

(3)IsinWIcosWT

FIcosWT f

Page 51: Calculation Equations for directional drilling

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Effect of Friction (no doglegs):

(b) Raising: Friction still opposes motion,

so

IsinWIcosWT

FIcosWT f

(4)

Page 52: Calculation Equations for directional drilling

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Problem 1

What is the maximum hole angle (inclination angle) that can be logged

without the aid of drillpipe, coiled tubing or other tubulars?

(assume =0.4)

Page 53: Calculation Equations for directional drilling

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Solution

From Equation (3) above,

(3)

When the logging tool is barely sliding down the wellbore,

IsinWIcosWT

0T

IsinW4.0IcosW0

Page 54: Calculation Equations for directional drilling

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Solution

This is the maximum hole angle (inclination) that can be logged without the aid of tubulars.

Note:

68.2I

2.5Ior tan 4.0Icot

Icot

Page 55: Calculation Equations for directional drilling

55

Problem 2

Consider a well with a long horizontal section. An 8,000-ft long string of 7” OD csg. is in the hole. Buoyed weight of pipe = 30 lbs/ft. = 0.3

(a) What force will it take to move this pipe along the horizontal section of the wellbore?

(b) What torque will it take to rotate this pipe?

Page 56: Calculation Equations for directional drilling

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Problem 2 - Solution - Force

(a) What force will it take to move this pipe along the horizontal section of the wellbore?

F = ? F = 0N

W

N = W = 30 lb/ft * 8,000 ft = 240,000 lb

F = N = 0.3 * 240,000 lb = 72,000 lb

Force to move pipe, F = 72,000 lbf

Page 57: Calculation Equations for directional drilling

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Problem 2 - Solution - Force

(b) What torque will it take to rotate this pipe?

As an approximation, let us

assume that the pipe lies on

the bottom of the wellbore.

Then, as before, N = W = 30 lb/ft * 8,000 ft = 240,000 lbf

Torque = F*d/2 = Nd/2 = 0.3 * 240,000 lbf * 7/(2 * 12) ft

Torque to rotate pipe, T = 21,000 ft-lbf

F

T

d/2

Page 58: Calculation Equations for directional drilling

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Problem 2 - Equations - Horizontal

Torque, T = Wd/(24 ) = 21,000 ft-lbf

F = N T = F * dN = W

W

Force to move pipe, F = W = 72,000 lbf

An approximate equation, with W in lbf and d in inches

Page 59: Calculation Equations for directional drilling

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Horizontal - Torque

A more accurate equation for torque in a horizontal wellbore may be obtained by taking into consideration the fact that a rotating pipe will ride up the side of the wellbore to some angle .

Taking moments about the point P:

Torque, T = W * (d/2) sin in-lbf

Where = atan = atan 0.3 = 16.70o

T = 240,000 * 7/24 * 0.2873 = 20,111 ft-lbf

FT

d/2 P

W

Page 60: Calculation Equations for directional drilling

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Problem 3

A well with a measured depth of 10,000 ft. may be approximated as being perfectly vertical to the kick-off point at 2,000 ft. A string of 7” OD csg. is in the hole; total length is 10,000 ft. The 8,000-ft segment is inclined at 60 deg. Buoyed weight of pipe = 30 lbs/ft. = 0.3

Page 61: Calculation Equations for directional drilling

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Problem 3

Please determine the following:

(a) Hook load when rotating off bottom

(b) Hook load when RIH

(c) Hook load when POH

(d) Torque when rotating off bottom

[ ignore effects of dogleg at 2000 ft.]

Page 62: Calculation Equations for directional drilling

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Solution to Problem 3

(a) Hook load when rotating off bottom:

Page 63: Calculation Equations for directional drilling

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Solution to Problem 3 - Rotating

When rotating off bottom.

lbf 120,000lbf 000,60

60cos*ft 8000*ft

lb30ft 2000*

ft

lb30

HLHLHL

5.0

80002000

lbf 000,180HL

Page 64: Calculation Equations for directional drilling

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Solution to Problem 3 - lowering

2 (b) Hook load when RIH:

The hook load is decreased by friction in the wellbore.

In the vertical portion,

Thus, 0F

0osin*2000*30N

2000

o

NFf

0o

Page 65: Calculation Equations for directional drilling

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Solution to Problem 3 - lowering

In the inclined section,

N = 30 * 8,000 * sin 60

= 207,846 lbf

Page 66: Calculation Equations for directional drilling

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Solution to Problem 3 - Lowering

HL = We,2000 + We,8000 - F2000 - F8000

= 60,000 + 120,000 - 0 - 62,354

Thus, F8000 = N = 0.3 * 207,846 = 62,352 lbf

HL = 117,646 lbf while RIH

Page 67: Calculation Equations for directional drilling

67

Solution to Problem 3 - Raising

2(c) Hood Load when POH:

HL = We,2000 + We,8000 + F2000 + F8000

= 60,000 + 120,000 + 0 + 62,354

HL = 242,354 lbf POH

Page 68: Calculation Equations for directional drilling

68

Solution to Problem 3 - Summary

MDft

RIHROT

POH

Axial Tension

HL

Page 69: Calculation Equations for directional drilling

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Solution to Problem 3 - rotating

2(d) Torque when rotating off bottom:In the Inclined Section:

NF

IsinWN

2

d*F

Arm*Force

Torque

f

Page 70: Calculation Equations for directional drilling

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Solution to Problem 3 - rotating

(i) As a first approximation, assume the pipe lies at lowest point of hole:

12

1*

2

7*60sin*8000*30*3.0

2

dIsinW

2

dN

2

dFTorque f

lbf-ft 187,18Torque

Page 71: Calculation Equations for directional drilling

71

Solution to Problem 3 - rotating

(ii) More accurate evaluation:Note that, in the above figure, forces are not balanced; there is no force to balance the friction force Ff.

The pipe will tend to climb up the side of the wellbore…as it rotates

Page 72: Calculation Equations for directional drilling

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Solution to Problem 3 - Rotating

Assume “Equilibrium”

at angle as shown.

sinIsinWFF fTangentAlong 0

cosIsinWNF Tangentto.Perpend 0

…… (7)

sinIsinWN …… (6)

cosIsinWN

Page 73: Calculation Equations for directional drilling

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Solution to Problem 3 - rotating

Solving equations (6) & (7)

(8))(tan

tan

cosIsinW

sinIsinW

N

N

1

Page 74: Calculation Equations for directional drilling

74

Solution to Problem 3 - rotating

(ii) Continued

Evaluating the problem at hand:

From Eq. (8),

Taking moments about the center of the pipe:

2

d*FT f

70.16

)3.0(tan)(tan 11

Page 75: Calculation Equations for directional drilling

75

Solution to Problem 3 - rotating

Evaluating the problem at hand:

From Eq. (6),

lbf 724.59F

70.16sin*sin60*8000*30

sinIsinWF

f

f

Page 76: Calculation Equations for directional drilling

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Solution to Problem 3 - rotating

Evaluating the problem at hand:

From Eq. (9),

lbf-ft 420,17Torque

12

1*

2

7*59,724

2

d*FT f

Page 77: Calculation Equations for directional drilling

77

Solution to Problem 3

2 (d) (ii) Alternate Solution:

Page 78: Calculation Equations for directional drilling

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Solution to Problem 3

Taking moments about tangent point,

24

7*70.16sin*sin60*8000*30

2

dsinIsinWT

lbf-ft 420,17T

Page 79: Calculation Equations for directional drilling

79

Solution to Problem 3

Note that the answers in parts (i) & (ii) differ by a factor of cos

(i) T = 18,187

(ii) T = 17,420

cos = cos 16.70 = 0.9578