Oil and Gas

Oil and Gas | Drilling and Well Engineering

Drillstring Design

Course Code: N688
Instructors:  Kevin Gray
Course Outline:  Download
Format and Duration:
5 days

Summary

This course provides an in depth understanding of drillstring design, operation, and inspection, essential for well construction professionals. It starts with foundational concepts, including drillstring metallurgy and component selection, then progresses to the mechanical forces acting on the drillstring during operations. 

Key design considerations for low angle wells will be covered before expanding into Torque & Drag (T&D) mechanics and the modifications needed in the Bottom Hole Assembly (BHA) as well inclination increases. The course also tackles environmental factors such as shock, vibration, erosion, and corrosion, integrating them into the design and operational decision making process.

Additional topics will focus on advanced drillstring mechanics, hydraulics, wear and fatigue management, safety best practices, Realtime monitoring, and emergency troubleshooting to provide a comprehensive understanding of drillstring performance and reliability. This is a across level course designed for Introductory learners and Higher Level Refreshers.

This course is delivered in partnership with Black Reiver Consulting Ltd.

Duration and Training Method

This course ensures effective learning and retention through a blend of interactive teaching methods: 

  • Instructor Led Learning – A mix of PowerPoint overviews, whiteboard explanations, use of BHA model kits and interactive exercises. 
  • Interlinked Course Narrative – Each topic builds on the previous one for a structured learning journey. 
  • Classroom Engagement – Ample opportunities for class-led discussions and Q&A sessions.

Course Overview

Participants will learn how to:

  1. Understand the fundamental considerations in drillstring design for low and high-angle wells. 
  2. Analyse torque and drag origins and their implications for well and drillstring design. 
  3. Identify and mitigate causes of drillstring failure, including shock, vibration, erosion, and corrosion. 
  4. Select appropriate metallurgy and components based on operational needs. 
  5. Understand drillstring inspection, storage, and handling requirements to maximize service life. 
  6. Design drillstrings to minimize rotary tendency and improve hole cleaning efficiency. 
  7. Evaluate drillstring stresses in stuck pipe scenarios and loss of endpoint buoyancy considerations. 
  8. Assess axial, torsional, and bending loads on the drillstring and apply fatigue management strategies. 
  9. Understand drillstring hydraulics, including pressure loss, hole cleaning efficiency, and mud rheology effects. 
  10. Recognize best practices for Realtime monitoring of drillstring integrity and performance. 
  11. Apply troubleshooting techniques for common drillstring problems, including differential sticking, mechanical sticking, and hole collapse.

1. Fundamentals of Drillstring Design 

  • Key principles and priorities in drillstring design. 
  • Material selection based on strength, flexibility, and wear resistance. 
  • Drillstring component overview: Drill pipe, HWDP, BHA, tool joints, stabilizers. 

2. Drillstring Mechanics & Loading Conditions 

  • Axial, torsional, and bending loads and their effects on performance. 
  • Buckling considerations – Identifying sinusoidal and helical buckling risks. 
  • Fatigue management – Predicting and preventing cyclic loading failures. 
  • Drillstring elongation and stretch due to high tension loads. 

3. Drillstring Design for Low and High Angle Wells 

  • Differences in design approach for low angle vs. high angle wells. 
  • Adjusting BHA configurations as wellbore inclination increases. 
  • Directional considerations and the impact of well trajectory. 

4. Torque and Drag (T&D) in the Wellbore 

  • What is Torque & Drag? Understanding frictional forces in the drillstring. 
  • Identifying key torque and drag contributors and mitigation strategies. 
  • Lubrication, mechanical friction reduction, and BHA adjustments. 

5. Drillstring Hydraulics & Pressure Considerations 

  • Pressure loss calculations in the drillstring and annulus. 
  • Drilling fluid effects – Impact of viscosity, density, and rheology. 
  • Hydraulic optimization for hole cleaning and pressure balance. 

6. Drillstring Failure: Causes & Prevention 

  • Common failure modes: Fatigue, twistoff, washouts, overtorquing, dogleg severity effects. 
  • Failure prevention through API standards and operational best practices. 

7. Shock & Vibration: Impact on Drillstring Performance 

  • Types of vibration: Axial, lateral, and torsional (stickslip). 
  • Effects of shock and vibration on tool longevity and drilling efficiency. 
  • Vibration monitoring techniques for early detection of issues. 

8. Wear & Fatigue Management in Drillstrings 

  • Tool joint wear – Prevention and maintenance techniques. 
  • Slip crushing and overtorqueing issues. 
  • Hardbanding best practices to reduce wear. 

9. Drillstring Storage, Handling & Inspection 

  • Best practices for storing, handling, and transporting drillstring components. 
  • API & DS1 inspection standards for drill pipe integrity. 

10. Rotary Tendency & Hole Cleaning Considerations 

  • Understanding rotary tendency and how to counteract undesirable directional effects. 
  • Designing drillstrings for optimal cuttings transport and wellbore stability. 

11. Drillstring Stresses & Stuck Pipe Scenarios 

  • Stress analysis during stuck pipe incidents. 
  • The impact of endpoint buoyancy loss on drillstring design. 

12. Safety & Best Practices for Drillstring Operations 

  • Connection makeup and torque control. 
  • Best practices for running and pulling drillstrings. 
  • Handling heavyweight drill pipe (HWDP) and collars safely. 

13. Real-Time Monitoring & Data Interpretation 

  • Protecting the drillstring in operations
  • Downhole data analysis – Using MWD and LWD tools. 
  • Torque & drag monitoring – Identifying early warning signs. 

14. Troubleshooting Common Drillstring Issues 

  • Designs to avoid differential sticking and mechanical sticking.
  • Consideration to avoid pack-off scenarios. 
  • Fishing and recovery considerations. 

By the end of this course, participants will gain a deep understanding of drillstring design principles and develop the ability to design, inspect, and optimize drillstrings effectively. With practical discussions, real-world case studies, and interactive learning, this course equips learners with the knowledge and confidence to make informed drilling decisions. 

This course is ideal for well construction professionals – both rig based and office based staff. Engineers involved in designing, inspecting, or operating drillstrings. Experienced personnel needing a refresher after two years since their last drillstring design course. 

Kevin Gray

Kevin can offer the experience of over 5000 days of operational experience and operations support positions from an oilfield career of over 31 years as well as working as lead trainer for a multi award winning ERD engineering team based in Perth Scotland. Kevin has been consistently the highest rated drilling training instructor in a major multinational training company over the last four years and throughout his offshore career was repeatedly graded in top 5% within both offshore and onshore positions for the largest oilfield service company.

Kevin has designed and overseen the delivery of multi week training programs for offshore drilling, well intervention and fluid supervisors for a number of clients. This has included competency assessment and skills gap analysis throughout the programs. Kevin is also able to draw on his well documented teaching skills to deliver courses or programs in directional drilling and surveying, stuck pipe, extended reach drilling and various other drilling related subject areas. He wrote the first Operation support centre SOP for directional drilling which was later adopted globally. In addition, he has designed and delivered various 'Real Time Centre' training courses including human dynamics training. In his former role as directional drilling coordinator, based in Aberdeen he still holds a number of world records for drilling achievements with motor and RSS tools.

In his earlier career he led an offshore team that developed the first multi axis drill vibration measurement tool to report measurements in real time, and subsequently wrote the core documentation on vibration control for D&M. Later he was responsible for the introduction and field testing of Powerdrive RSS tools and had considerable input into their re-design as the X5 variant. Kevin has led many teams into both new fields and mature field redevelopment. Outside the industry he enjoys skiing and exploring, taking these two activities to the extreme in 2015 when he skied to the South Pole dragging a sledge behind him.

Courses Taught

  • N687: Advanced Directional Drilling and Advance Surveying Techniques
  • N688: Drillstring Design
  • N689: Drilling Fluids
  • N690: Stuck Pipe, Design and Operational Practices for Avoidance
  • N691: Well Integrity Management & Barrier Verification
  • N692: Well Cost Control & Forecasting
  • N693: Casing Design & Well Integrity Engineering
  • N694: Basic Drilling Technology
  • N695: Introduction to Drilling, Completion, and Workover Operations
  • N696: Drilling Rig Selection & Inspection for Performance Optimization
  • N697: Extended Reach Drilling (ERD) Program
  • N698: HPHT Well Engineering


CEU: 3.5 Continuing Education Units
PDH: 35 Professional Development Hours
Certificate: Certificate Issued Upon Completion
RPS is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. We comply with the ANSI/IACET Standard, which is recognised internationally as a standard of excellence in instructional practices.
We issue a Certificate of Attendance which verifies the number of training hours attended. Our courses are generally accepted by most professional licensing boards/associations towards continuing education credits. Please check with your licensing board to determine if the courses and certificate of attendance meet their specific criteria.