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SPE 24614
This paper was prepared for prfsentationat the 67th Annual Technical Conference and Exhibitionof the Scciety of Petroleum Engineers held in Wshingtoo, DC, October 4-7, 1992.
This paper was selected for presentation by an SPE Program Committee following review of informationcontained in an abstract submitted by the author@).Contents of the paper,
as presented, have not been reviewed by the Society of Petroleum Engineers and are subject to correction by the author(?,). The material, as presented, does not necessarily reflect
any positionof the Society of PetroleumEngineers, its officers, or members. Papers presented at SPE meetings are subject to publicationreview by EditorialCommitteesof the Society
of Petroleum Engineers. Permissionto copy is reslrictedto an abstract of n more h a words. Illustrationsmay not be copied. The abstractshouldcontain conspicuous ackmwledgmenl
of where and by whom the paper is presented. Write Librarian, SPE, P.O. Box 833836, Richardson, TX 750833836 U.S.A. Telex, 730989 SPEDAL.
Abstract Introduction
One concept to avoid downhole vibrations with PDC Suppression of the bit whirl phenomena has
bits requires a net side force that rotates with the bit dramatically changed the design and operation of
and pushes a low friction gage pad against the PDC drill One of the methods used to control
borehole (anti-whirl bit). When drilling with an angle whirl involves designing the cutter locations to
build assembly or in an angled hole, a non-rotating generate a resultant imbalance force that is directed
side load is applied to the bit. When drilling with a toward a low friction gage ad.^*^ This design
steerable assembly in the rotate mode, the bit axis is technique stabilizes the bit against the hole wall.
tilted relative to the profile of the bottom of the hole.
This axis tilt affects the bit cutting forces and may In a recent study, three non-axisymetric load cases
consequently affect bit stability. This paper that may affect stability were examined. When
investigates these non-axisymetric loads for their drilling with directional assemblies, or in high angle
effects on the stability characteristics of anti-whirl wells, an external side load is applied to the bit. In
designs as they compare with standard PDC bits. anisotropic rock, the cutting forces change as the bit
rotates, thereby changing the imbalance force vector
A second hypothesis holds that standard PDC bits of the bit with time. Lastly, when drilling with
occasionally whirl on directional bottomhole steerable assemblies, the bit axis is tilted relative to
assemblies, which leads to overgage holes and the direction of bit motion. This modifies the cutting
ledging. The build rates, hole diameter, and ledging forces that are generated, thus modifying the
characteristics of anti-whirl bits are compared to resultant imbalance force.
standard PDC bits.
Since bit stability was uncertain in the above
Comparisons were established in lab tests using situations, early field tests of anti-whirl designs were
standard and anti-whirl PDC bits both in an restricted to straight, low-angle holes, drilled with
anisotropic formation (Green River shale) and in an conventional rotary assemblies, In order to eliminate
isotropic formation (Carthage limestone) with a non- these restrictions and understand the effects of
axisymetric loading. loading as previously described, lab and field
comparisons were undertaken on conventional and
Further, a comparison is made between two anti-whirl PDC bits.
directional wells drilled at a field research facility
using the same surface hole. One well was drilled Lab tests were conducted in both anisotropic and
with a standard PDC bit; the other with an anti-whirl isotropic rocks with non-axisymetric loading. The
PDC bit. The two wells are compared for surface resulting loads and displacements were then
vibration level, rate of penetration, build rate, dull recorded. The test results yielded insight into the
condition of the bits, and hole diameter and ledging effects of loads and displacements on the cutting
from calipers of the wellbore. forces that are produced and their subsequent effect
Directionallstability Characteristics of Anti-Whirl Bits SPE 24614
Bit IADC Comments Bending Amplitude Lateral Deflection Dog Leg Severity (01100 ft)
Bit Type (ft-lbs) (ft.lft.) loMotor 2OX2" Motor
FIGURE 2
Bending, Lateral D e f l k t i o n and Build Rates for Conventional and Anti-Whirl Bits
728
SPE 24614 P. Pastusek, C. Cooley, M. Anderson & A. Sinor
The test set-up is shown in Fig. 1. The bit was Both wells were drilled from a common surface
spudded three to four inc.hes with no side load, a t location. Well 19B was drilled with an anti-whirl PDC
which point vertical and side loads were applied and bit; well 19C was drilled with a conventional PDC
held constant while the bit drilled. bit. The lithology of the area and previous straight
hole whirl tests at this test facility have been well
The lateral rates of displacement of the smooth gage doc~rnented.~Data collection for the drilling
bits were all very low, as seen in Fig. 2. From other parameters was set t o record every 0.25 ft or once
unpublished data, the broached gage design lateral per minute, whichever occured first. The first two
displacement rate was an order of magnitude higher hard limestone intervals were drilled in sliding mode,
or more. while the later intervals were drilled in rotary mode.
The anti-whirl bit is similar t o the medium parabolic
Of the smooth gage bits, the short profile anti-whirl design used in the previously discussed lab tests
had the highest lateral rate, while the conventional (Fig. 3e); the conventional design is similar to the
and medium parabolic anti-whirl bits recorded the baseline bit used in the same tests (Fig. 3a). (The lab
lowest. The differences in profile, however, are tests were generally with 8 314 and the field tests
overshadowed by differences attributed to the gage were with 8 112 size bits.)
design.
Compare the directional characteristics of the bits; The wells were drilled using the same BHA and
and steerable motor settings. Attempts to match the
operating parameters (weight on bit (WOB), flow
Establish operating parameters for using anti-whirl rate, and sliding and rotary mode) at the same
bits on steerable systems. vertical depths were generally successful.
SPE 24614 P. Pastusek, C. Cooley, M. Anderson & A. Sinor 5
During planning, particular attention was focused on the Mississippi limestone, the comparison is valid.
the high compressive strength limestone formations
that, based on earlier straight hole tests, were Surface Torque Measurements
considered destructive to PDC bits. The formations The Delta Torque traces shown in the third column
included the Verdigris limestone at 391 f t TVD, the of Fig. 5 represent the differences between the
Pink limestone at 61 1 ft TVD, an unnamed limestone minimum and maximum torque for the data collection
at 1070 ft TVD, and the Mississippi limestone that interval. This indicates torsional vibration levels,
runs from 1274 ft TVD to the end of the wells. which, in turn, indicates whirl.
Operating Conditions The anti-whirl bit ran very quiet for most of well
Dotted and heavy lines in the second column of Fig. 19B, with the only noticeable torsional vibration
5 details when each well was drilled in sliding mode. levels occurring during the rotary speed test. This
For most of the depth, the wells match - mismatches will be discussed in more detail later.
were selected in low-whirl-risk areas to compensate
for differences in build rate. The flow rate for both For most of the intervals, the torque signal for the
these wells was held constant at 450 gpm, tagging conventional bit was significantly above the level
bottom at half flow rate to slow the motor RPM and observed by the anti-whirl design. This would
minmize off bottom whirl. For the most part, the indicate the conventional bit whirled a good portion
WOB was set at 6,000 Ibs for both wells, but was of the time it was drilling well 19C.
increased in the harder intervals to minimize the
vibration that was observed at the surface. The Bit Vibration Signals
surface-indicated WOB was also increased in the To monitor drill string vibrations, an axial
lower intervals as string drag became more accelerometer was mounted on the cross head of the
significant. In the second well, much of the string hydraulic rotary drive. Complementing the axial
drag was eliminated by placing the drill collars in the rotary drive accelerometer is a surface vibration
vertical section higher in the hole. sensor package attached to the drill string below the
rotary drive assembly. The vibrations are transmitted
Rate of Penetration from downhole, through the drill pipe and to these
The anti-whirl bit drilled 1407 ft in 17.06 hours for sensors. This system measured axial, torsional and
an average rate of penetration (ROP) of 82.5 ftlhr. radial accelerations, along with dynamic and static
Comparatively, the conventional bit drilled 1307 ftlhr load and torque.'' The sensor locations and the
in 21 hours for an average ROP of 62.2 ftlhr. The software make the drill string system much more
slower conventional ROP is believed to be due to less sensitive to the downhole vibrations than the rotary
efficient drilling due to bit vibration and the over drive accelerometer. However, this second system
gage hole drilled. had not been used for the detection of whirl on this
rig before. The rotary sensor, by contrast, has been
To avoid bit damage when re-entering the harder used on all previous whirl tests with this rig.
sections, the peak ROP was generally limited to 150
ftlhr. The ROP in the harder sections was maximized The accelerometer traces in the fourth column of Fig.
in both wells by running the bits near the motor stall 5 represent the differences between the maximum
torque. and minimum acceleration signals emitted from the
rotary drive. Again, the conventional PDC bit had a
As shown in the first column of Fig. 5, the ROP of high signal for most intervals, thereby suggesting
the conventional bit is quite erratic and normally significant bit whirl.
below the limited rate of 150 ftlhr. On the other
hand, the anti-whirl bit usually drilled at the 150 ftlhr A key interval was the Verdigris limestone at 391
ceiling in all but the hard limestone sections. The TVD. There, the vibration energy of the anti-whirl bit
anti-whirl bit drilled the Mississippi limestone section rose as the penetration rate dropped below 10 ftlhr,
at a significantly higher rate than did the but quickly abated as the weight on bit was
conventional bit. In this interval, substantially more increased. Part of this increase in energy is due to
weight was added to the anti-whirl bit, but this well the formation change, a harder rock can impart more
experienced string drag problems, which were energy to the drill string. By comparison, the
blamed on the low placement of the drill collars. conventional bit goes off the scale, despite an
Since the ROP of both bits was maximized through identical increase in WOB, a good indication of whirl.
Directionallstability Characteristics of Anti-Whirl Bits SPE 24614
o e * o & o & + ~ # o r~ r 9
(ftlhr) (000Ibs.)
8V2" Bit Diameter
FIGURE 5
ROP, Vibration and Caliper Logs of Wells 19B and 19C
(Anti-Whirl as Dark Line - Conventional as Light Line)
732
SPE 24614 P. Pastusek, C. Cooley, M. Anderson & A. Sinor
AVERAGE DELTA DELTA
ROP WOE TORQUE ACCELERATION CALIPER
&
( f t l hr)
+? f o(000
e ) lbs? .8 0&4$?.$ + * (inches)
Q 4
FIGURE 5 (Continued)
733
DirectionalIStability Characteristics of Anti-Whirl Bits SPE 24614
AVERAGE DELTA DELTA
ROP WOB TORQUE ACCELERATION CALIPER
O &
( f t l hr)
.op B 6 O
(000 Ibs.)
8 0&#@ 0 2. b e Q
(inches)
Q
FIGURE 5 (Continued)
SPE 24614 P. Pastusek, C. Cooley, M. Anderson & A. Sinor
Also noteworthy is the section from 500-600 ft
TVD, where both bits drilled at 150 ftlhr. Though
high penetration rates customarily reduce the
probability of bit whirl, in this section the
conventional bit accelerometer signal went off scale.
In this same interval, the torsional signal was also
high.
Caliper Log
The caliper logs of these two wells are shown in the
last columns in Fig. 5. With the exception of areas of
sloughing shale, which are common to both wells,
the anti-whirl bit is close to gage for the entire hole.
The lower part of these wells could not be calipered,
because of the high angle and bridging.
shales clouded the borehole, effectively obscuring Before the rotary test, eight of the flank and gage
most features of interest. cutters on the conventional bit were either chipped
or damaged, while the other cutters remained sharp.
Hole spiralling Further, the gage pads remained in gage; although,
The caliper log of the conventional bit shows a the leading edge was beginning to round over. A few
distinct sinusoidal pattern between 550-590 ft TVD of the broach diamonds near the face of the bit were
while in the sliding mode. This also appears in rotary fractured or missing, which is one of the early signs
mode at 780-870 ft and at 1080-1130 ft TVD. Close of whirl. The dull analysis corroborates that the bit
inspection of the caliper log strongly indicates the had whirled through much of this well.
wellbore spiralled in these intervals, which were the
points where bit whirl was detected. The anti-whirl The gage pad at the pin end showed severe wear
bit did not exhibit this pattern, nor did it show caused by the bit being pulled back and through a
evidence of whirl. Subsequent analysis of the ledge. Borehole ledging is most likely another result
surface vibration measurements indicate an of whirl.''
amplitude modulation of the torsional signal with a
wavelength of approximately 3.7 and 7.2 ft." This After the rotary speed test, most of the cutters on
corresponds to the distance between the bit and the conventional bit showed slight chipping at the
motor stabilizer and between the bit and motor bent edge, with the worst damage observed on the flank
housing. and gage cutters. All of the ground gage trimmers
were spalled or chipped. It was determined that the
Although difficult to confirm, this data indicates that high drill pipe speeds had been especially damaging.
hole spiraling can occur in both rotary and sliding
modes and is closely related to bit whirl. Conversely, the anti-whirl bit exhibited only minor
cutter wear prior to the rotary test. Only five of the
Rotary Speed Test flank cutters were slightly chipped, but most of them
A rotary speed test with the steerable system was retained their original diamond edge. The carbide
performed at the end of both wells to determine if backing was not yet in contact with the formation.
pipe speed had an effect on bit stability. The motor The dull analysis confirmed the anti-whirl bit had
speed was held constant at 250 rpm, while the drill remained stable for most of the well.
pipe speed varied from 20-90 rpm.
After the rotary speed test, which was conducted in
The anti-whirl bit ran smoothly up to a surface speed less than 50 ft, most of the flank cutters were
of 60-70 rpm, but began to show significant chipped and spalled. This would have merited a dull
vibration levels above this. The conventional bit also grading of 218 to 318 worn and reveals the rapid
appeared to be running smoothly at the lower destructive effects of bit whirl in a harder formation
speeds, but began whirling as the speed increased. (20,000 - 60,000 psi triaxial compressive strengths).
This tendency was confirmed by an evaluation of the The bit remained in gage at the conclusion of the
dull bit. This strongly suggests that rotary speed run, though there was minor wear on the low-friction
should be kept low on steerable systems to avoid gage pads.
whirl.
Directional Control
Bit Damage In order to compare the build up rates, both wells
Both bits were pulled after drilling each hard drilled planned intervals with similar directional motor
limestone section and inspected for damage. The assemblies. These consisted of a sidetrack assembly,
most surprising observation was the small amount of a steerable angle build assembly and a 'fixed angle
damage on the conventional bit, considering it had build assembly, examples of which are shown in Fig.
whirled through much of the well. Previously, 4.
conventional PDC bits run on rotary through the
same intervals had exhibited severe damage if they Both wells were sidetracked with an 8 314" IADC
whirled. While several theories have emerged to 517 type bit. The bit was run on a 6 314" low-speed,
explain the minimal damage, it will require additional high-torque motor with a 2.3' bent housing that was
tests to truly understand the phenomena. Learning configured with 8 114" top and bottom stabilizers.
why damage was so greatly reduced could open the Measurement while drilling (MWD) equipment was
door for significantly reducing the destructive effects run throughout both wells. Once they were
of whirling. sidetracked, 8 112" PDC bits were run with the same
SPE 24614 P. Pastusek, C. Cooley, M. Anderson & A. Sinor
corifiguration, with a 1.OO bent housing. Commonly Surveys and Orientations.of Well 19B
called a steerable motor, the tower bent housing
setting allowed for drilling in the rotary or sliding
mode. Also run on both wells was a 6 314" angle
build motor, which was configured with a 2.0' bent
housing and a 2.0' bent sub. The top and bottom
stabilizers were again 8 114" in diameter.
571 u . 7 53.0 568.~1 4.a4
These BHA's were chosen based on a three-point 600
631
15.1 55.5
16.2 $6.1
596.40
626.25
195-720 High
Side
5.28
4-21
geometry model. This BHA model indicated a l.OO 662
691
17.7 61.3
18.8 61.5
655.91
683.45
5.70
3.80
bent housing shouid theoretically build 5.01 "/I 0 ft. 722
752
19.8 62.1
19.7 61.5
712.70
740.94
3-29
0.75
Conversely, the same motor with a 2.0 bent 782
802
20.1 59.6
20.456.2
769.15
787.91
762-850 85,
raft
2.53
6.07
housing and a 2.0' bent sub should theoretically 840
870
21.0 50.1
20.9 48.5
823.46
851.4s
5.89
1-94
build 13.24/100 ft. 900 22.8 49.0 879.32 DOUbh 887--70 0-lS' 6.36
FIGURE 8
Directional and Dog Leg Severity Plots of FIGURE 9
Wells 19B and 19C. information for Wells 198 and 19C.
12 Directional/Stability Characteristics of Anti-Whirl Bits SPE 24614
anti-whirl bit averaged 4.94/100 ft with the Ledges supporting the drill string caused increased
steerable assembly, while building angle to 20' and drag at a measured depth of 1,690 ft (1,360 ft
at that point making an 88O left orientation. Build up TVD). The drill string was reciprocated to evaluate
rates for the conventional bit qn run Well 19C were the condition of the well bore. It was found to have
much higher than both theoretical and Well 19B. -
10,000 40,000 Ibs of up drag and 5,000 10,000 -
Ibs down drag. As noted in the dull evaluation of the
While drilling a similar well plan i n Well 19C. build up conventional bit, the pin end of the gage .pads
rates with the same assembly averaged 6.55i0/1 00 ft showed severe wear due t o [edging.
- a 25% increase over the anti-whirl build up rate.
Some of the increase in build up rate is attributed to This condition caused ,many stick slip conditions to
a longer left hand turn on 19C, but greater build up occur, which reduced penetration rates while sliding
rates were observed in the high angle build interval through this interval. Weight on bit variations can
as well. also be clearly seen while drilling this interval. Even
though the conventional bit drilled a larger hole, drill
Build up rate reductions in the high angle build string drag was more evident on this well when both
interval were observed with the anti-whirl bit. The wells were using the inverted BHA.
average build-up rate seen with the anti-whirl bit 4n
Well 196 was 11.24/1 00 ft. Two different bit
designs were run in the high angle build section of Field Summary
Well 19C. A conventional PDC with a broached The tests confirmed the feasibility of running anti-
diamond gage was run in the upper interval and a whirl bits on steerable systems and the potential
conventional shallow cone profile PDC bit with a benefits insofar as directional control, hole spiraling
smooth gage was run in the lower interval. Build and bit damage is concerned. Reasonable operating
rates dropped from an average of 14.5!j0/l 00 ft with practices for steerable systems have been
the broached diamond gage bit t o 11.91 00 ft determined, leading t o increased confidence in their
with the smooth gage bit. The anti-whirl and smooth ability to prevent whirl, These controlled field tests
gage conventional bit achieved build up rates of 77 are very valuable because this type of operational
and 81% respectively of .the conventional broached parameter study usually is not possible in commercial
gage bit. applications. Finally, the comparison of build rates
between the conventional and anti-whirl bits has
The. lower build up rate with anti-whirl bits are provided guidance for well and BHA planning when
attributed to-thesmooth gage pad design and do not using anti-whirl bits in directional wells.
appear to be affected .by other anti-whirl design
features.
Recommended Drillina Practices
Hole Ledging - .. Based on these tests, the following guidelines have
Drill string drag required more weight on bit in the been developed for running anti-wti~rl bits on
lower sections of both wells. String drag was evident directional assemblies:
on Well 19B because of the lower placement of the
drill collars and the running of aluminum pipe. When use high-torquehow-speed motors. Since harder
a trip was made t o observe the condition of the anti- formations can be drilled with anti-whirl bits, a high-
torque motor will permit the use of the higher bit
whirl bit, 30 join* of 4%" steel drill pipe were run
-
below the drill collars. By inverting the drill string a
-
common practice with horizontal, BHA's the string
weights required t o maintain bit stability.
drag was substantially reduced. This was repeated * * Touch bottom with half the normal drilling flow
on Well 19C. rate, then simultaneously bring up the weight and
pump speed. This should reduce the possibility of
As discussed previously, inspection of the caliper log off-bottom whirl continuing once drilling resumes.
. - in Well 19C strongly indicates hole spiralling (This may have t o be modified when drilling balling
occurred when the conventional bit appeared to be type formations).
whirling the worst. This persistent condition
increased drag as the well progressed, even with the When in rotary mode, keep the drill pipe speed
inverted drill string. slow (20-40 rpml. Higher speeds tend to lead to
instability.
SPE 24614 .
P. Pastusek, C. Cooley, M Anderson & A. Sinor 13
Adjust the well plan and BHA for the differences in appears to have a significant, albeit secondary,
build rate. This will depend on the previous bit type effect on their side cutting ability.
and whether or not it drilled an over gage hole
(whirled). The build rate of anti-whirl bits on steerable
systems is lower than it is with conventional PDC
Conclusions designs. This is attributed to the smooth gage pad
Since not all anti-whirl bits incorporate the same design of the anti-whirl bit.
design rules, the results of this study may not apply
to other concepts. The following conclusions apply Anti-whirl bits, as shown, tend to deviate less in
only to the designs evaluated in the aforementioned anisotropic formations than do broached gage bits.
lab and field tests.
The non-active gage on anti-whirl bits should be
Lab tests have been developed that show a considered when selecting BHA's on rotary.
significant difference in the directional behavior of
conventional and anti-whirl PDC bits. Further, well- Hole spiraling with steerable systems appears to be
controlled field tests can be used to qualify and related to bit whirl, with the wave length controlled
quantify these directional differences. by the distances between the bit, stabilizer and
motor bend. Using anti-whirl bits should reduce, or
Anti-whirl bit designs evaluated for stability in this even eliminate, hole spiraling, which modulates the
series of tests are less sensitive to anisotropic vibration signals received at the surface. These
formations and external side loads than conventional signals can be used to monitor spiraling.
bits.
Operating parameters are important in avoiding bit
The axis tilt encountered in drilling with steerable whirl on steerable systems, particularly string rpm in
systems in both rotary and sliding mode does not rotary mode.
affect stability of the anti-whirl designs tested.
Through some yet unknown mechanism, whirl-
The reduced side cutting ability of anti-whirl bits is induced damage to PDC bits is reduced on steerable
primarily affected by the smooth gage pads systems.
employed in these designs. Furthermore, bit profile
Acknowledaements
The authors thank the management of Hughes represent the following companies: Amoco
Christensen Company and Amoco Production Production Company, Develco, Eastman Teleco,
Company for permission to publish this paper. Exlog MWD, Exlog-Adams, Hanson and Associates
Appreciation is also extended to the more than 40 and Hughes Christensen Company.
individuals deeply involved in these tests. They
References
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"Bit Whirl: A New Theory of PDC Bit Failure", SPE Drill Bit", US Patent 5,010,789, Issued: April 30,
Drilling Engineering (Dec 1990) 275-281 1991
2. Warren, T.M., Brett, J.F., and Sinor, L.A.,: 5. Brett et al., "Imbalance Compensated Drill
"Development of a Whirl Resistant Bit", SPE Drilling Bit", US Patent 5,042,596, Issued: August 27, 1991
Engineering (Dec 1990) 267-274
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3. Nicholson, J.W., Vandiver, and J.K., Shyu, of BitIRock Interaction on Bit Walk and Hole
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Whirling Motion of Drill Collars", SPE Drilling Research Laboratory for presentation to DEA, Feb
Engineering (Dec 1990) 282-290 18, 1992
14 . Directionallstability Characteristics of Anti-Whirl Bits SPE 24614
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Simulation of Deep Well Drilling", Petroleum Engineer High Frequency Surface Measurementsw, paper SPE
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Exhibition, Las Vegas, Nevada, September 22-25,
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Performance of Antiwhirl PDC Bits", paper
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Drilling Conference, New Orleans, LA', Feb 18-21 Surface Detection of Bit Whirl Using the Adams Sub,
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Testing of Low-Friction Gauge PDC Bits", paper SPE
2041 6 Presented at 1990 SPE Annual Technical 12. Cooley, . C.H., Pastusek, P.E., Sinor, L.A.,
Conference, New Orleans, LA, September 23-26 "The Design and Testing of Anti-whirl Bits", paper
SPE 24586 to be presented at the 1992 SPE Annual
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