Samuel 2012
Samuel 2012
Samuel 2012
This paper was prepared for presentation at the 2012 IADC/SPE Drilling Conference and Exhibition held in San Diego, California, USA, 6–8 March 2012.
This paper was selected for presentation by an IADC/SPE program committee following review of information contained in an abstract submitted by the author(s). Contents of the paper have not
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Abstract
The predictions of hookload, tension, and stresses are important for the successful completion of any well operation, as well
as for the selection of optimum operating parameters. The terms effective axial force and true force or effective tension and
true tension are used for various tubular designs, including riser designs. To further complicate matters, they are also defined
as buoyancy and pressure area methods of calculating forces. Discussions of these two forces occasionally raise doubts
regarding how to treat the internal and/or external pressures. The main problem stems from the perception that effective force
as a fictitious force, and the inclusion of the internal and external pressures as counter intuitive source of misunderstandings
and wrong designs. Although several authors have used the calculation and concepts correctly, other previously published
papers failed to address the issue clearly and in a simple way; as a result, confusion still exists. These two forces further result
in two neutral points, which raises the questions of “when you apply pressure, does the neutral point change?” and “which
neutral point should be used for stuck pipe calculations?” The working envelop using yield limit with combined loading of
uniaxial force and pressure forces are important. Using the wrong force/tension will result in an incorrect interpretation of the
burst and collapse limits. This paper provides the mathematical treatise and discusses the theoretical basis of these two forces,
including how they are used in torque, drag, buckling, stress, and limit calculations. This paper describes the details, apparent
definition, pitfalls, and context in which these forces can be used. Simple guidelines are presented, as well as several example
calculations to help explain various tubular modeling aspects for future generations of drilling engineers.
Introduction
The presence of fluids in the wellbore requires the inclusion of hydrostatic effects as an integral part of well design and
operations. However, there is still some uncertainty regarding whether to consider buoyancy as a concentrated force or as a
distributed force applied along the length of the tubular. Moreover, the location of the two neutral points resulting from the
two concepts of effective force and true force to calculate the stresses further complicates issues. Determining the correct
location of the neutral point in the drillstring design is important to control the effects of undesired cyclic bending loads.
Ensuring that the neutral point remains limited within the drill collars helps to protect the lighter drillpipe from fatigue
failures. A better understanding of the stress distribution along the drillstring will certainly lead to more optimized drillstring
designs. Moreover, the effective force and true force concepts can be extended and applied to other tubulars, such as tubings,
casings, and marine risers.
Lubinski and Blenkarn (1957) addressed the problem of the buckling of tubing; they provided comprehensive details of
its effects and suggested means for controlling it. They also supported their theory with field evidence and practical observed
examples. Sparks (1984) provided a detailed discussion of the influence of tension, pressure, and weight on pipe and risers.
He addressed the concepts of “effective stress” and “effective tension” and provided several practical examples to promote a
clearer understanding of these concepts. Pattillo and Randall (1980) provided a detailed analysis about determining the
location of the neutral point in a drillstring, as well as the calculation of proper hookload to be applied while attempting to
back off stuck drillpipe.
However, this wealth of literature has not sufficed to remove the confusion; doubts still exist regarding the use of the
correct forces in drillstring design, which has led to errors in stress calculations. The principal reasons for the confusion exist
in clearly misunderstanding the concept of buoyancy, as well as the end loads and end effects. Moreover, the use of various
terminologies, such as “effective tension,” “true wall tension,” and “apparent weight” further complicates issues. True wall
tension is sometimes referred to as true tension, real tension, actual tension, or absolute tension; effective tension is
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sometimes called fictitious tension. This paper clearly states the differences between effective force and true force and
highlights their appropriate application(Azar, Samuel, 2007).
Yield Strength
Drillpipe and collars are designed to satisfy certain operational requirements. In general, downhole tubulars must be capable
of withstanding the maximum expected hookload, torque, bending stresses, internal pressure, and external collapse pressure.
If drillpipe is stretched, it will initially go through a region of elastic deformation. In this region, if the stretching force is
removed, the drillpipe will return to its original dimensions. The upper limit of this elastic deformation is the yield strength,
which can be measured in psi. Beyond this, there exists a region of plastic deformation. In this region, the drillpipe becomes
permanently elongated, even when the stretching force is removed. The upper limit of plastic deformation is the tensile
strength. If the tensile strength is exceeded, the drillpipe will fail.
Tension failures generally occur while pulling on stuck drillpipe. As the pull exceeds the yield strength, the metal distorts
with a characteristic thinning in the weakest area of the drillpipe (or the smallest cross sectional area). If the pull is increased
and exceeds the tensile strength, the drillstring will part. Such failures will normally occur near the top of the drillstring.
Neutral Point
The term neutral point comes from the concept of neutral equilibrium. Numerous synonymous definitions of neutral point
exist, such as the one that describes the neutral point as the transition between the region of the tube where buckling may
occur and the region where buckling cannot occur. Above the neutral point, the tube is in a stable equilibrium. Below the
neutral point, it is in unstable equilibrium, and at the neutral point, it is in neutral equilibrium. Lubinski and Blenkarn (1957)
provided another definition that considers the neutral point as the point at which the tube can be cut without changing the
weight suspended at the surface.
In the absence of fluid, the neutral point is the point of zero axial stress. A compressive force applied to the lower end
alters the stress distribution and, in turn, alters the location of the neutral point and the stability of the tube. In addition, when
the axial stress is zero, the three principal stresses are equal. In the case of the tube suspended in a fluid, the neutral point is
not at zero axial stress, but rather at the point where the axial stress equals the hydrostatic pressure. As a result, the neutral
point is still the point at which the three principal stresses are equal, which is at the lower end. In the case of an applied
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compressive force at the lower end, the location of the neutral point will be farther from the top when suspended in a fluid.
This is because of the effect of fluid pressure on stability. It is also possible to have different fluid densities inside and outside
the tube, as well as different surface pressures during the process of cementing the casing. An example of the calculation of
buoyant weight for a casing having different fluids inside and outside has also been in shown.
Although the axial force is calculated by using two different methods, the calculations converge to the same value at the
surface, as shown in Fig. 1. Consequently, the Archimedes principle is not violated. The force given by Eq. 1 is termed as
fictitious force. The tension converges at the surface when there is no fluid flow in the string. When there is fluid circulation,
the effective tension will be greater than the true tension at the surface because the pressure is not zero on the drillstring side,
whereas the external pressure is zero for forward circulation and vice versa for reverse circulation.
( ) (
Fe = Ft + Po + ρ o u o2 Ao − Pi + ρ i u i2 Ai ⎫ )
⎬ . ........................................................................................ (5)
Fe = Ft + Fo − Fi ⎭
The thrust produced by the flow stream is called the stream thrust and Fo , Fi are impulse functions. This additional term
does not change the effective tension , however it does modify , even though this modification may be small. Frictional
forces between the fluid and the pipe wall should also theoretically be included.
Fig.2 shows the various forces involved in the string. In this case three sections of a drillstring with lengths, L1, L2 and L3
are shown.
This indicates that the pipe will not fail with only the hydrostatic forces. When the effective stress is greater than or equal
to the yield strength of the pipe, the pipe will yield. For a quick analysis of the stress conditions, a ratio of the yield strength
to the von Mises stress is defined as follows:
Stress ratio,
σ y × %Yield
X = . .................................................................................................................................. (15)
σ vm
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Limit Curves
It is easier to use the effective force rather than the true force to compare the results (Zheng and van Adrichem 2000). An
example is described in the paper that compares the burst pressure. The true force used against the pressure difference
(skewed ellipse) may result in an underestimate of the burst pressure, as opposed to effective force and pressure difference
(skewed ellipse). The advantage of using the effective force, in addition to its simplicity, is that it considers the pressure
forces inherently, as shown in Fig. 3. Fig. 3 illustrates the difficulty in obtaining the burst pressure with only the internal
pressure when using the true force rather than effective force, as shown by the arrow lines from the origin.
Examples
This section provides four examples.
Example 1. A well is being drilled at a depth of 8,000 ft with a mud density of 10.5ppg. The drillstring consists of drillpipe
(5 in.; 19.5ppf E grade Class 1). The effect of tooljoints may be neglected. Assume a wellbore inclination of 20˚ and an
azimuth of 0˚. The friction factor is 0.25. This example computes the true and effective forces when the driller is rotating off
bottom without circulation.
Because the string is rotating off-bottom without circulation, there is no surface pressure applied on the drilling string
side.
• True force calculation:
o Average weight = 19.5ppf
o Weight component = 8000 × 19.5 × cos (20) = 146.59 kips
o Weight on bit = 0 because it is a rotating off bottom operation
o Buoyancy factor = (1-10.5/64.5) = 0.8372
o Side force = 0.8372 × 19.5 × sin (20) = 5.58 (lb/ft)
o Drag force = 0 because there is no circulation
o ΔFarea = 0 because the same cross-sectional area is considered along the length of the drillpipe
o Fbottom should be equal to the stability force at the bottom of the pipe. This bottom force is applied uniformly
throughout the pipe, whereas the buckling stability force is calculated by using the same equation but with
different depths.
o Fbottom = Pe ( Ae − Ai ) = 0.052 × 8000 × 10.5 × 5.27 = -23.02 kips (force is compressive)
• Effective force at surface calculation:
o Fbs = 0 because Pi = Pe = 0 pertaining to this case.
The true force and the effective force at the surface pertaining to this operation is the same and equal to:
146.59 + 0 – 23.02 = 123.57 kips
Example 2. A 15,000 ft string of 7 in., 26 lb/ft N80 casing is run in a hole filled with 10 ppg mud. The string is equipped
with a float shoe. This example calculates the following:
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(a) Hookload of an empty closed end casing string in mud (air weight = 15,000 ft × 26 lb/ft = 390,000 lb)
(b) Hookload of a mud-filled string in mud (same mud weights inside and outside)
(c) Hookload of 16 ppg cement-filled string in mud
In (a), the displaced volume of the mud is / = / / , = 4007 and the displaced weight of the
mud is 4007 × 12 × 7.48 = 359,668 lb.
The displaced weight of the mud is a force acting upward on the casing, attempting to float it out of the well.
Thus, the hookload = 390,000 – 359,668 = 30,332 lb (ignoring the weight of the air).
In (b), because the only action is on the cross section of the steel body, the buoyancy factor difference formula is
adequate. 1 = 1- (10 × 7.48/489.5) = 0.847
= (390,000 lbs) (0.847) = 330, 330 lb
In (c) , the total buoyant weight = weight of casing in air + weight of cement – buoyancy of displaced mud. The weight of
the cement is /4 (6.276 in)2(16ppg)(0.052)(15,000)ft = 385,878 lb. From part (a), the buoyant force is 359,668 lb. Thus,
the total buoyant weight is 390,000 + 385, 878 – 359,668 = 416, 210 lb. The hookload with 16 ppg cement inside the casing
is significantly greater than the air weight of the casing string. Consequently, proper hookload design parameters should be
selected in accordance with the well plan.
Example 3. This example shows how the true and effective tensions are calculated for different drilling operations.
Depth of calculation point = 5,100 ft
Total well depth = 5,000 ft, inclined at 15 deg
Mud weight = 9.0 ppg
WOB = 15,000 lb
Drillstring OD = 5 in., ID = 4.276 in., 22.6 ppf
Assumed:
• Coefficient of friction = 0.25
• Tool joint effects are neglected
Some of the sample calculations are provided in the following equations; Table 1 summarizes the overall tensions.
TVD = 5000 x Cos(15) = 4829.62 ft
Area = /4(5.02 – 4.2762) = 5.27 in2
BF = ( 1 - 9/65.5) = 0.862
Fd = 0.862*22.6*Sin(30) = 4.97 lbf/ft
Fbottom = 5.27 * 2258 = -11,910 lb (compression)
ΔFarea =0 (all components have same cross-sectional area)
At the surface, the Fbs = 0 because Pi = Pe = 0 pertaining to this case. Consequently, the true and effective tensions are same.
Example 4. This example shows the calculation of true tension and effective tension at the surface and at 2,750 ft for a
tripping out case.
• Given data
o Wellbore depth: 5,500 ft; 10 in. OD, vertical
• Drillstring data
o Drillpipe: 5×3 in.; 19.5 ppf with flush tooljoints
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The effective and true tension remained the same at the surface as well as at a selected depth along the string depths
irrespective of the pressures applied or not. However, the true tension values change for all options shown in Table 1. Fig. 4
and Table 1 indicate that the inside pressure increased the true tension load and conversely annulus side pressure decreased
the true tension.
Acknowledgement
The authors would like to express their appreciation to their respective companies for the opportunity to present this paper.
Nomenclature
Ai = inside cross sectional area, in2
Ao = outside cross sectional area, in2
Fbottom
= bottom pressure force, lbf
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Greek
ρ i = inside fluid velocity
ρ o = outside fluid velocity
ρ gp = pressure gradient on pipe side
ρ ga = pressure gradient on annulus side
σ y = yield strength of the pipe, psi
θ = inclination in degrees
ΔFarea = yield strength of the pipe, psi
References
Azar, J.J. and Samuel, G.R. 2007. Drilling Engineering. PennWell Publishers, Tulsa Oklahoma
Hammerlindl, D.J. 1980. Basic Fluid and Pressure Forces on Oilwell Tubulars. JPT, 32 (1): pg. 153-159.
Lubinski, A. and Blenkarn, K.A. 1957. Buckling of Tubing in Pumping Wells, Its Effects and Means for Controlling It. Petroleum
Transactions AIME, 210, p. 73-88.
Pattillo P.D. and Randall, B.V. 1980. Two Unsolved Problems in Wellbore Hydrostatics. Paper presented at the 1980 Drilling Technology
Conference of the International Association of Drilling Contractors, March 18-20
Samuel, R. 2007. Downhole Drilling Tools – Theory and Practice for Students and Engineers, Gulf Publishing, Houston, Texas.
Sparks, C.P. 1984. The Influence of Tension, Pressure and Weight on Pipe and Riser Deformations and Stresses. Transactions of ASME,
Journal of Energy Resources Technology, 106 (March), p. 46-54
Sparks, C.P. 2005. Fundamentals of Marine Riser Mechanics, PennWell Publishers, Tulsa, Oklahoma.
Zheng, A. and van Adrichem, W.P. 2000. A New Approach to Monitor Tubing Limits. Paper SPE 60738 presented at the 2000 SPE/ICoTA
Coiled Tubing Roundtable, Houston, Texas, USA, 5–6 April.