Drilling Hydraulics Paper - Shashwat (PE14M013)

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    DRILLING HYDRAULICS - CALCULATIONS AND OPTIMIZATION

    Shashwat Sharma

    Indian Institute of Technology, MadrasChennai, India

    ABSTRACT

    The hydraulics system plays an active role during the drilling

    operations; so its proper design and maintenance can accelerate

    the drilling effort and lower the overall well cost. This paper

    discusses the relevance of the hydraulics system in the

    optimization of the drilling operations, in the enhancement of

     penetration rate and reduction in system pressure losses to

    allow more ‘useful’ pressure loss to occur across the bit. The

    major requirements of the drilling hydraulics system arediscussed, along with the major considerations in each

    application. A review of commonly used rheological models

    has been done, with introduction of two recent and more novel

    rheological models  –   Herschel-Bulkley and Casson models.

    Impact of choice of the rheological model on the hydraulics

    calculations is studied. Finally, a summary of the procedure that

    is followed during the calculation and optimization of

    hydraulics parameters is discussed via equations.

    INTRODUCTION

    The hydraulics system is the mud system in the wellbore when

    it is in either a static or a dynamic state. The static system

    occurs when the mud stands idle in the well. The dynamic state

    occurs when the mud is in motion, resulting from pumping or pipe movement.

    The hydraulics system serves many purposes in the well. Since

    it is centered on the mud system, the purposes of mud and

    hydraulics are often common to each other. Some of these

    objectives are listed below:

      Control subsurface pressures

      Provide buoyancy to drill string and casing

      Cuttings removal from below the bit

      Increase penetration rate (ROP)

      Control surge pressures created during lowering pipeinto the well

      Minimize swab pressures generated during pulling out pipe from the well

    The hydraulics system consists of a non-Newtonian suspension

    (drilling mud) circulated from surface to the bottom hole

    through the drill column, flowing through the bit nozzle

    restrictions and returning to surface in the annular region

     between the borehole and drill column (Figure 1).

    Drilling hydraulics reflected by fluid flow and pressure

    response is a key parameter in the well construction process. It

    is a factor that is continuously present during drilling and

    tripping operations. Special attention needs to be paid to the

    optimization of drilling hydraulics in highly inclined and

    extended reach wells where stuck and lost pipe situations

    maybe encountered more easily and frequently.

    FIGURE 1: SCHEMATIC OF THE CIRCULATION SYSTEM;

    P1 - P5 INDICATE PRESSURES AT NODES 

    PRESSURE LOSSES

    The circulating system can be divided into four sections for

    nodal analysis  –   surface connections (including standpiperotary hose and swivel), tubulars (including drill pipe, heavy

    weight drill pipe and drill collars), annular areas around the

    tubular regions, and the drill bit. Hydraulics calculations for

    drilling aim to calculate the pressure (energy) losses in every

     part of the circulating system and then find the total system

    losses. This will then determine the pumping requirements from

    the rig pumps and in turn the horsepower requirements.

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    1.  Surface connection losses:

    These pressure losses are determined by converting the

    range of lengths and OD’s of surface equipments such as

    standpipe, rotary hose, swivel and Kelly to an equivalent

    length and then using the following general equation to

    evaluate the pressure loss:

      (1)where,

    P1  = pressure loss (psi)

    E = constant

    2.  Pipe and Annular losses:

    These pressure losses take place due to frictional drag

     between the pipe material and fluid. The magnitude of

    these pressure losses depends upon:

      Tubular dimensions (length, OD, ID)

      Mud rheological properties (density, plastic viscosityand yield point)

      Type of flow (laminar or turbulent)

    Out of the above three factors, the choice of model used to

    characterize the drilling mud, viz. Power law, Herschel-

    Bulkley, Bingham plastic etc. has a major effect upon the

     pressure loss determined from the conventional equations.

    3.  Drill bit losses:

    Drill bits are provided with nozzles to provide a jetting

    action required for cleaning and cooling. More often, the

    nozzles used are a fraction of an inch. Hence, the pressure

    requirements to pass, say 1000 gpm, through such small

    nozzles are large.The pressure loss across the bit is greatly influenced by the

    sizes of nozzles used, and volume flow rate. For a given

    flow rate, smaller nozzles lead to greater pressure drop

    and, in turn, a greater nozzle velocity. The pressure drop

    across the bit is obtained by subtracting  P c (= P 1 + P 2 + P 3 

    + P 4 + P 5) from the pump pressure.

    Drilling hydraulics optimization usually refers to

    optimization of the bit hydraulics to achieve maximum bit

     penetration rate through the formation. This can be

    obtained by increasing mechanical parameters (weight-on-

     bit and rotating speed) and hydraulic parameters.

    Procedures followed for maximizing bit horsepower, jet

    impact, and bit nozzle velocity are those presented byKendall and Goins1 and later modified by Bobo2. These are

    discussed later using relevant equations.

    MAIN REQUIREMENTS OF DRILLING HYDRAULICS

    Drilling parameters such the annulus dimensions, the drilling

    mud characteristics and the mud flow rate have to be chosen in

    order to ensure:

    1.  Sufficient cuttings entrainment along the annulus

      Unif orm annular velocity profi les :  If turbulent, velocities are constant but two

    difficulties appear: shear stress close to the

    wall of the borehole is too high (dangerous

    for the wellbore stability in soft formations)

    and pressure circulation losses are high.

      If laminar, velocities profile depends onrheological model.

      Annular velocity vs. cuttings sedimentationvelocity :

    Annular velocity greater than sedimentation

    velocity of cuttings is required to prevent balling

    up or stuck pipe incidents. The cuttings

    sedimentation velocity depends on cuttings

    density, cuttings shape, cuttings dimensions, mud

    density, viscosity and rheological characteristics.

    2.  Wellbore stability

      Min imum shear stress along borehole wall :Shear stresses close to the wall of the borehole

    can erode it and cause caving. It strongly depends

    on the velocity gradient, function of the mud

    annular velocities curve. Laminar flow regime

    induces lower velocity gradients and thus lower

    shear stresses. So, it's recommended, in sof

    sedimentary formations, to keep a laminar flow

    regime inside the annulus.

      Annulus pressure vs. formation breakdown

    pressure :The annulus pressure is composed by the static

     pressure (function of mud density and of depth)

    and dynamic pressure (function of pressure

    circulation losses (depending on mud

    characteristics, annulus dimensions, depth, and

    mud flow rate). Any increase in this total pressure

    above the breakdown pressure of the formation

    will result in leak-off problems.

    3.  Optimum bit performance

    The mud flow rate must be sufficient to cool the bit to

    temperatures that allow extended functional life at bottomhole drilling conditions. In addition to it, it's

    important the mud flow rate is sufficient to carry up al

    cuttings drilled. The cuttings discharge depends on the

    rate of penetration, the drilled cross-section area (R).

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    4.  Minimum circulation power consumption

    It's important to minimize pressure circulation losses, in

    order to minimize power consumption. It depends on the

    mud density, friction factor coefficient, annular velocity

    and tubular dimensions, including eccentricity.

    A large Yield stress (in laminar regime) strongly increases

    the losses if annulus clearance is small. This ratio

    "YP/Aannulus"  is an important parameter about circulation

    losses and can explain main differences observed between

    conventional and slim hole drillings. It's possible to definethe optimized annulus dimensions to avoid too important  pressure losses for a maximum mud flow rate given (by an

    economic ROP). 

    The rapidity with which chips or cuttings are removed has a

    considerable effect on ROP. It is the mud velocity that chiefly

    governs this factor. Figure 2 shows ideally the velocity profiles

    in the annulus. In laminar flow, there is a much larger velocity

    variation across the annulus than in turbulent flow. In turbulent

    flow, overturning effect of flattish chips will not occur due to amuch more gradual variation of velocity across annulus width.

    It has, thus, been concluded (Williams and Bruce 3) that low

    viscosity, low gel strength muds are most efficient cutting

    lifters since the velocity at which turbulent flow occurs for

    these muds is lower. Turbulent slip velocities used by Williams

    and Bruce are determined from the following equation:

          (2)where,

    vc  = cutting clip velocity in turbulent flow (ft/min)

    tc/dc  = thickness to diameter ratio of cutting

    FIGURE 2: COMPARISON OF LAMINAR AND TURBULENT

    VELOCITY DISTRIBUTIONS IN ANNULUS (AFTER

    WILLAMS AND BRUCE)

    DRILLING MUD RHEOLOGICAL MODELS

    Most drilling fluids are non-Newtonian suspensions exhibiting

    a characteristic rheogram response. Regular rheologica

    measurements in drilling rigs are made by a coaxial cylinder

    viscometer at two different speeds (300 and 600 rpm) which

    only represent the high shear rate region. Since drilling fluids

    are subjected to very different shear rates, from very low values

    in the mud pits to very high values through bit nozzles, the

    rheological parameters estimate based only on two

    measurements will lead to significant imprecision such as yield

     point overestimation.

    Rheological models are useful tools to describe mathematically

    the relationship between shear stress and shear rate of a given

    fluid. Traditionally, the oil industry uses the Bingham and

    Ostwald de Waele models. However, more realistic models

    have been proposed to represent more adequately the behavior

    from rheogram. We also consider two other rheological models

    Casson and Herschel-Bulkley.

    FIGURE 3: FLUID RHEOGRAM FOR DIFFERENT MODELS

    1.  Bingham Plastic model:

    This model describes laminar flow using the flowing

    equation:

      (3)2.  Ostwald de Waele model:

    This is essentially a Power law model which provides

    greater accuracy in determination of shear stresses at

    low shear rates. The following relation is followed:

      (4)

    where,

    K = Consistency index

     N = Power law index

    The “K” value is a measure of the thickness of the

    mud. It is defined as the shear stress at a shear rate of

    one reciprocal second. An increase in the value of 'K

    indicates an increase in the overall hole cleaning

    effectiveness of the fluid.

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    The value of constant ‘n’ indicates the degree of non-

     Newtonian behavior over a given shear rate range. If

    'n' = 1, the behavior of the fluid is considered to be

     Newtonian. As 'n' decreases in value, the behavior of

    the fluid is more non-Newtonian and the viscosity will

    decrease with an increase in shear rate.

    3.  Casson model:This model considers the variation of shear stresses

    with the square roots of shear rate and Yield  stresses in a fluid under laminar regime. The relation is as

    follows:

           (5)4.  Herschel –  Bulkley model:

    It is a Yield  –   Power law model which uses a Yield

    stress value in addition to the Power law relation to

    describe the rheological behavior more accurately than

    any other model:   (6)The model is very complex and requires a minimum of

    three shear stress/shear rate measurements for a fluid.

    It, however, can be reduced to the Bingham Plastic

    model when n ≈ 1 or to the Power law model when τ0= 0.

    However, as already discussed, the first two models tend to

    represent inaccurately the drilling fluids behavior, especially at

    medium and low shear rate ranges. Casson model can surpass

    this shortcoming, but it’s a two parameter model that issomewhat simplistic in nature for oilfield applications. The

    Herschel-Bulkley model presents more adequate rheological

     parameters as compared to traditional calculations involving

     Newtonian shear rates. However, the most adequate model for a

     particular application is always determined by the minimum

    standard error deviation value for the experimental results.

    HYDRAULICS CALCULATIONS

    Drilling hydraulics aims to maximize the rate of penetration of

    the bit through the formation. To optimize hydraulics the

     pressure relationships throughout the well must be defined. A

    nodal analysis of pressure at different points in the circulating

    system gives us the following relation:

      (7)where,

    P p  = Pump pressure

    PF  = Sum of all pressure drops except bit loss

    ∆P b  = Bit pressure loss

    For a given length of drill string (drill pipe and drill collars) and

    given mud properties, pressure losses P1, P2, P3, P4  and P

    (Figure 1) will remain constant. However, the pressure loss

    across the bit is greatly influenced by the nozzle size, which

    directly needs to reflect the cleaning requirements and chip

    transport requirements from the drilling mud. Features such as

    extended nozzles and varying the number of nozzles have been

    shown to affect drill rate.

    Attempts have been made to optimize certain bit hydraulics

    variables to cause perfect cleaning. The variables mos

    commonly optimized are impact force, hydraulic horsepower

    or jet velocity. Each optimized variable yields different values

    of bit pressure drop and, in turn, different nozzle sizes. Thus,

    it’s a difficult engineering decision over which criterion should

     be used and optimized. Moreover, in most drilling operations

    the flow rate for each hole section has already been fixed to

     provide optimum annular velocity and hole cleaning. This

    leaves only one variable to optimize: the pressure drop across

    the bit, P b.

    Both criteria are directly dependent on the bit friction loss, and

    consequently maximum bit friction loss is desired. The bifriction loss is calculated by the following equation:

      (8)where ∆P parasite  is the energy dissipated by fluid circulation

    through the drilling column and the annular region. Since the

    surface pressure is limited by pumping equipments, the

    maximum bit pressure loss can occur when ∆P parasite  is

    minimized.

    The two criteria most commonly used are maximum bit

    hydraulic power and maximum jet impact force. These are

    discussed below:

    1.  Bit Hydraulic Power:

    The general relation for hydraulic power can be

    written for the drill bit as:

      (9)Using calculus, the equation relating surface (pump)

     pressure and bit pressure loss can be optimized to

    show that: 

      (10)

    where ‘m’  is the flow exponent, with values between

    1.75 to 2. Keeping m=2 on a conservative approach, i

    can be seen that:

      (11)

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    In other words, for optimum hydraulics, the pressure

    drop across the bit should be 65% of the total available

    surface pressure.

    2.  Jet Impact Force:The general relation for jet impact force for the drill

     bit can be written as:

       (12)Using calculus, the descriptive equation for impact

    force by the jet can be maximized and resolved as:

      (13)With the value of ‘m’ as 2, the relation reduces to:  

      (14)

    This implies that 50% of the pump pressure must be

    expended at the bit for optimum impact conditions.

    The optimum flow rate for both criteria must be searched inside

    a range defined by the minimum flow rate required to transport

    the solids cut by the bit to the surface and the maximum

    allowed by the pumping equipment. The optimum flow rate

    corresponds to either the maximum hydraulic power or impact

    force. Once calculated the optimum flow rate, the bit nozzle

    diameters are calculated by: 

          (15) The nozzle velocity (in ft/s) is given by:

        (16)The total flow area from the nozzles (in sq. inches) is given by:

        (17)The main advantage of the jet bit is its higher efficiency in

    removing rock cuttings from the hole. In order to utilize the full

     potential of the jet bit, a proper nozzle size and pump pressure

    must be used. Figure 3  illustrates the large increase in bit

    hydraulic power that can be achieved by the selection of a

     proper hydraulics program of bit nozzle size and pump

    operating conditions. Large increases in penetration rate and

    thus decreases in the cost per foot of hole drilled have been

    achieved through optimizing bit hydraulics. 

    It has been generally agreed in the literature that better

    hydraulics increases the penetration rate by cleaning the hole

     bottom to prevent regrinding of cuttings. In addition, increased

    weight and rotary speed may be applied to the bit before bit

     balling occurs. However, since the rate of bit wear increases as

     bit weight and rotary speed increase, there exists an optimum

    weight and rotary speed even in a perfectly clean hole. Once

    the optimum cleaning needs have been obtained, there is no

    additional advantage to a further increase in hydraulics.

    FIGURE 4: BIT HYDRAULIC POWER OBTAINED BY

    MAXIMUM EQUIPMENT AS COMPARED TO

    CONVENTIONAL JET PROGRAM

    (AFTER KENDALL AND GOINS) 

    SUMMARY OF PROCEDURE FOR HYDRAULICS

    CALCULATIONS

    The procedure for calculating the various pressure losses and

    hydraulics parameters for a circulating system is summarized

     below:

    1.  Calculate surface pressure losses using equation (1).2.  Determine the rheological model that suits the

    condition under study most adequately  –   Bingham

    Plastic/Power law/Herschel-Bulkley.

    3.  Calculate the pressure drops inside the drill pipe anddrill collars:

      Calculate critical flow velocity (vcritical)  Calculate average flow velocity (vavg)

      Determine whether flow is laminar orturbulent:

      If vavg < vcritical - flow is laminar  If vavg > vcritical - flow is turbulent

      Use appropriate equation to calculate pressure drop.

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    4.  Divide the annulus around drill collars and drill pipeinto open and cased sections and calculate annular

    flow for both cases.

    5.  Add the values for pressure losses obtained fromabove steps. This is termed system pressure loss.

    6.  Determine the pressure drop available for bit usingequation (8).

    7.  Determine the nozzle velocity, nozzle size and totalflow area using equations (15) through (17).

    CONCLUSION

    There is considerable potential for performing much of the

    drilling operations more efficiently. This would imply lower

    cost and better use of available energy. Drilling hydraulics is

    the key area of focus when it is required to optimize the

     penetration rate into the formation, eliminating lost t ime to the

    greatest possible degree by maximizing cutting removal and

    improving energy dissipated at bit for rock removal.

    Hydraulics calculations are rooted in accurate determination of

    rheological models. However, as the mud is subject to a wide

    range of shear rates during circulation, it is imperative to

     perform specific non-linear regression numerical methods so

    that shear stress vs. shear stress behavior is more representative.

    In addition to this, it must be stressed that simplified

    formulations must not be used which restrict hydraulics

    calculations to inaccurate values. More realistic rheological

    models and friction loss prediction correlations must be used

    for this purpose.

    NOMENCLATURE

    ROP = rate of penetration (ft/s)O.D. = outer diameter (in.)

    I.D. = inner diameter (in.)

    ρm  = mud density (ppg)

    ρc = cuttings density (ppg)

    Q = mud flow rate (gpm)

    PV, µ p = plastic viscosity (cP)

    P = pressure (psi)

    τ = shear stress (lb/100ft2)

    τ0 = Yield point (lb/100ft2)

    γ = shear rate (s-1)

    Cd  = nozzle discharge coefficientQ = mud flow rate (gpm)

    d j  = nozzle diameter (in.)n j  = number of nozzles

    vn = nozzle velocity (ft/s)

    vcritical  = critical flow velocity (ft/s)

    vavg  = average flow velocity (ft/s)

    REFERENCES

    1.  Kendall, H. A. and Goins, W. C., Jr.: “Design andOperation of Jet Bit Program for Maximum Hydraulic

    Horsepower, Impact Force, Jet Velocity”, Trans., AIME

    (1960) 219, 238.

    2.  Bobo, R. A.: “Application of  Hydraulics to Rotary DrillingRigs”, presented at 1963 Spring Meeting of API Division

    of Production Southern District, New Orleans, Louisiana.

    3.  Williams, C.E., Jr., and Bruce, G.H.: “Carrying Capacityof Drilling Muds”, Trans. AIME, Vol. 192, (1951), p. 111.

    4.  Kendall, H. A. and Goins, W. C., Jr.: “How Drilling Rateis affected by Hydraulic Horsepower”, Oil and Gas

    Journal, (1972).

    5.  Bourgoyne, A.T., and Kimbler, O.K.: “A CriticaExamination of Rotary Drilling Hydraulics”, Society of

    Petroleum Engineers of AIME, Dallas (1969)

    6.  Bourgoyne. Jr., A.T., Chenevert, M. E., Milheim, K.K. andYoung Jr., F. S., “ Applied Drilling Engineering ”, S.P.E

    Print., Richardson, Texas, USA. (1986).7.  De Sa, C.H.M., Martins, A.L., and Amaral, M.S.: “A

    Computer Programme for Drilling Hydraulics

    Optimization Considering Realistic Rheological Models”

    Society of Petroleum Engineers paper 27554, presented at

    European Petroleum Computer Conference, Aberdeen

    (1994)

    8.  Rabia, H “Rig hydraulics” Textbook, Entrac (1989)

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