SIS
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ZCHAPTER 1
The Drill Stem
The drill stem refers to all the members in the assembly used for drilling by
the rotary method, from the swivel to the bit, including the kelly, drillpipe
with tool joints, drill collars, and various auxiliary equipment. Brief des-
criptions, care, maintenance and handling practices are given here.
1.1 Kelly
The kelly is a heavy square or hexagonal steel pipe that, by engaging the
master bushing by means of kelly drive bushing, transmits rotating force
through the drill string to the bit
Kelly measure from 37’ to 54’. Normally used kelly is 5.1/4” size and 3" ID.
Frequently, two pressure safety valves are made up on each end of the
kelly. The top one is called the upper kelly cock. The other valve, on the
bottom of kelly, is called the lower kelly cock. One or both of these valves
can be closed to keep pressure that may be coming up the drill stem from
entering the kelly or rotary hose.
Alot of wear and tear is produced on the threads located on the pin end of
the kelly, which always faces downward. To counteract this, a kelly saver
sub should be used. A kelly saver sub is a piece of pipe with a male (pin)
anda female (box) threaded end. When the threads on the sub wear out or
are damaged, a new sub is made up to the kelly.
Hexagonal kelly holds up better under greater hook loads and tensile
stresses than do square kellys.
1.1.1 Failure of Kelly
Other than thread damage, three conditions may cause a kelly's removal
from service: (i) Crooking or bending, (ii) fatigue in the drive section, and
(ii) rounding of the drive corners.
‘Several things can cause a kelly to bend or crook. Most of them result from
Poor handling. Dropping the kelly, transporting it alongwith ‘heavy pipes
without proper support, side pulling it with cable, storing it in a crooked
rathole, and loading or unloading it carelessly are some of the practices
that can cause damage.Drilling Operations Manual
_ TL swiver
-/ Tool Joint
- \ Box Member
#4 |-——— Swivel Stem —
i ! |
I Drill Pipe
1) /_E swivel Sub lo!
m7
(7 i
wf hh
- ie) Tool Joint
) LL katy Cock Lt Pin Member
‘4 | crossover Sub
‘7 | Upper Upset —
4 ef
: iat
ew
cm
ut
iW
r i
MH
\ |—__— Lower Upsat i
bl Kelly Saver Sub HH BitSub
'" []_____. Protector Rubber :
(Optional)
ws —*
Fig.2.4: Typical Drill Stem AssemblyThe Drill Stem 67
In akelly, two areas are susceptible to fatigue under certain conditions—the
ends, where the flats join the upsets (thickened areas), and the middle.
Rounding of the corners of the kelly is a normal wear process and should
be expected. It is caused by the compressive force of the drive rollers on
the kelly flats (Ret. Fig. 2.2). It is compounded and hastened by rotary
torque and ever-growing clearance between rollers and flats as wear
continues. To lessen rounding, following steps are suggested:
(1) New kelly should be used with new kelly bushing roller assemblies.
(2) If the assemblies are adjustable by adding or removing shims, the
roller must be adjusted for minimum clearance.
(8) Drive assemblies must be periodically replaced to ensure that
clearance from wear is held to a minimum.
LaRGesT
ANGLE
OF
CONTACT
FLAT
SURFACE ROUNDED SURFACE
A. NEWKELLY WITH B. WORN KELLY WITH
NEW DRIVE ASSEMBLY OLD DRIVE ASSEMBLY
Fig. 22
No matter how well a kelly is cared for, its corners eventually become
rounded.
Some Dos and Donots for Kellys
Douse a saver sub
Do lubricate the drive surfaces
Do not use a crooked kelly
Do not weld on the drive corners
1.2 Drill Pipe
Drill pipe is steel tube used to transmit rotational power and drilling fluid to
the bit at the bottom of the hole.
Each piece of drill pipe may have an outside diameter (OD) ranging from68 Drilling Operations Manual
2.3/8" to 6.5/8”. Drill pipe also comes in standard lengths divided into
ranges, as follows:
Range-1 — 18to22ft(obsolete)
Range-2 — 27030 ft, and (commonly used)
Range-3 — 38to45ft
The most commonly used length is 30 ft. A tool joint is a special threaded
fitting that is attached to each end of a length of drill pipe to allow it to be
connected to others to make up the drill string.
Most present-day seamless drill pipe falls into one of the four API
grades—E, with a minimum yield strength of 75,000 psi, X-95, with a
minimum yield strength of 95,000 psi, G-105, with a minimum yield
strength of 105,000 psi, and S-135, with a minimum yield strength of
135,000 psi. Minimum yield strength refers to the force needed to stretch
or compress the drill pipe until it is permanently distored.
Minimum tensile strength in pipe design refers to the force necessary to
pull the pipe apart until it snaps. Another important factor is the collapse
strength or the amount of force needed to crush the sides of the pipe until
it caves in on itself.
The torsional yield strength of drill pipe is the amount of twisting force a
pipe can withstand before twisting off. The torsional strength of the pipe
itself is usually less than that of the tool joints except when a high-strength
drill string and slim-hole assemblies are used.
Burst strength of drill pipe is internal pressure that can cause anew pipeto
burst and spring a leak. The bursting pressure on a drill string in a well is
the sum of the pump pressure applied at the top of string and the
hydrostatic pressure developed by the liquid inside the pipe at depth.
Ordinary pipe proved to be unsuitable for drill pipe, and pipe made of
higher grades of steel failed in the threaded connections. Up setting the
ends of the pipe to compensate for metal removed in cutting threads
Proved to be a partial answer. In Internal Upset Pipe, the pipe wall near the
end of the length is made thicker by decreasing the internal diameter. In
External Upset Pipe the pipe wall near the end is made thicker by increa-
sing the external diameter. In Internal-External Upset Pipe, greater
thickness at the ends of the pipe is achieved by both decreasing the ID
and increasing the OD.
1.2.1 Why Drill Pipe Fails?
Fatigue of one kind or another causes most drill pipe failures. Fatigue
often taking place in surface notches such as slip cuts, metal tears
ccausesd by the pipe turning in the slips, or deep corrosion pits on the pipe
internal diameter (ID).
‘Two results of failure are the washout and the twist off. A washout is a
place where a small opening has occurred in the pipe, usually the result of
a fatigue crack penetrating the pipe wall, and drilling fluid has been forced
through it. A twist off is usually caused by the fatigue crack extending
around the pipe and causing the pipe to break.
Failures in drill pipe occur in the following manner:The Drill Stem 69
1. Most failures in drill pipe occur while rotating or when picking the
pipe off bottom immediately after drilling rather than when pulling on
stuck up.
2. Most failures occur within 4 ft. of the tool joint on either end of the
pipe.
3. Failures that appear to originate from the outside of the pipe are
usually associated with slip marks or other surface damage such as
gauges, welding arc spots, stencilled numbers, etc. Progressive
growth is indicated.
4. Even when failure occurs as a result of pulling on stuck pipe, failure
frequently occurs in a location where a fatigue crack has developed
but has not progressed to failure.
The three most common types of fatigue found in the drill pipe are
pure, notch, and corrosion fatigue. Most of these can be avoided by
careful handling of the pipe.
Pure fatigue: Itis known that metal is weaker under working loadings than
under static loadings. Pure fatigue is a metal break, with an absence of
surface irregularities, that has no visible cause.
Drill pipe is subjected to cyclic stresses in tension, compression, torsion,
and bending. Tension and bending are the most critical of these. Bending
and rotation produce an alternation between states of compression and
tension at localized points in the drill pipe—such as tool joint and areas
near each upset. The major factor in drill pipe fatigue is cyclic bending
when pipe is rotated in a hole that has a change in direction (a dog-leg).
Notch fatigue: Surtace imperfections, either mechanical (such as anotch)
or metallurgical (defect in steel! itself). greatly affect the fatigue limit.
Various surface dents and scratches that can cause drill pipe notch failure
are:
(i) Slip marks, cuts, and scratches
(i) tong marks
(iii) Spinning chain marks and scratches
(iv) Stencil markings
(v) hammer marks
(vi) grooves caused by rubber protectors
(vii) electric arc burns; and
(viii). down hole notching by formation and junk cuts.
Tong marks are probably the worst-looking defects produced on drill
pipe in the field. They are long, deep and frequently sharp notches.
TONGS SHOULD BE APPLIED TO THE TOOL JOINT, NEVER TO THE
BODY OF THE DRILL PIPE. APPLYING TONGS TO THE DRILL PIPE
BODY MAY CRUSH THE PIPE AS WELLAS NOTCH IT.
The tool joint should be kept as close to the rotary slips as possible during
make up and break out. If a tool oint is positioned more than the maximum
height which depends on the make up torque, the length of the tong arms,
and the yield strength of the pipe, drill pipe may bend. The maximum
height can be calculated as shown in fig. 2.3.70 Drilling Operations Manual
Drill Pipe Bending Resulting From
TTonging Operations. It is generally
known that the tool joint on a length of
drill pipe should be kept as close to the
rotary slips as possible during make-up
land break-out operations to prevent
bending of the pipe.
ere is a Maximum height that the tool
\joint may be positioned above therrotary
slips and the pipe resist bending, while
the maximum recommended make-up
lor break-out torque is applied to the tool
joint.
Many factors govern this height limita-
ltion. Several of these which should be
taken into most serious consideration
lare:
(1) The angle of separation between
the make-up and break-out
tongs, illustrated by Case | and
Case Il Fig. 2.3. Case | indicates
tongs at 90° and Case Il indicates
tong at 180°.
(2) The minimum yield stength of the
pipe.
(3) The lenght of the tong handle.
(4) The maximum recommended
make-up torque.
Calculation of Maximum Height of Tool Joint Above Slips
Fig. 2.3
Maximum height of tool joint above slips to prevent
bending during tonging
053, L, (VC)
imax = ———— (Case!)
.038Y,,,L, (VC)
Hmax = ————— (Casell) ..B
T
Where:
Hmax _* Height of tool joint shoulder
above slips—ft
Yn = Minimum tensile yield stress
of pipe—psi
L, = Tongarmlength—ft
P Line pull (Load)—ibs
T Make-up torque appiied totoo!
joint (P,L,)
VC = Section Modulus of pipe—in.>
Constants .053 and 0.038 include a fac-
tor of 0.9 to reduce Y,,, to proportional
limit. Sample Calculation:
Assume: 4% in., 16.60 lb/ft, Grade E
drill pipe, with 4° in. X.H. 6%
in., OD, 34 in. ID tool joints.
Tong arm 3' ft
Tongs at 90° (Case |)
Using equation AThe Drill Stem
71
4 053 (¥,,) (VC) (L, SECTION MODULUS VALUES
gy, MA sme sensinen:
iL 1 2 3
Ym = 75,000 psi (for Grade E) Pi 7
VC = 4.27in3 (see table below) i
L 3.5ft Pipe Weight _
T 7.000 ft-Ib (from Table c-15) 0.0. Nominal c
.053 (75,000) (4.27) (3.5) in. Ibs/tt cu.in
Hmax = =
17,000 4 11.85, 2.70
14.00 3.22
15.70 3.58
SECTION MODULUS VALUES 4% 13.75 3.59
. 16.60 4.27
20.00 5.17
1 2 3 22.62 5.68
Pipe 1 24.66 6.03
Pipe Weight _ 25.50 6.19
0.0. Nominal c 5 16.25 4.86
in. Ibs/ft cu. in 19.50, 6.71
2% 4.85 0.66 oe ice
665 087 5% 19.20 6.11
7 21.90 7.03
2% 6.85 112
10.40 1.60 2470 res
aM 9.50 1.96 oe S78
13.30 2.92
15.50 2.92bed Drilling Operations Manual
Both tongs should be used when making up or breaking out drill pipe. If
only one set of tongs is used, the pipe may turn in the slips and become
scarred. Such scarring is usually circumferential but may be spiral if the
Pipe drops while it is slipping. Another damaging effect of using only one
set of tongs when going into the hole is that the driller, realizing that the
pipe will turn in the slips if proper make up torque is applied, may apply
less torque. The result may be a loose shoulders or last-engaged pin
thread failures. Low make up torque may permit additional and excessive
down hole tightening of the joint during drilling. The resulting hard to break
connection can mean deep tong marks.
Rotary slips have fine serrations that ordinarily do not leave injurious
marks on drill pipe. However, if the slips are mistreated, worn, or
carelessly handled, they can score the pipe, usually in the transverse
direction. Slips with worn, mismatched, or incorrectly installed gripping
elements may allow one or two teeth to catch the full load, causing a deep
notch and potential failures.
Newor like now gripping
elements carry concentrated
loadand deeply penetrate
the pipe.
Resharpened
gripping
element carries:
no load:
Gripping eements
which carry concen-
trated load are forced
into slip bodies resulting
in permanent damage to
slips
Fig 2.4: Danger of using old and new gripping
elements togethor in slips.The Drill Stem 73
Deep drilling involves heavy drill string loads. Slip area damage, parti-
cularly crushing of drill pipe, is caused by using damaged or worn rotary
table, master bushing, slip bowl, or slips. (Ref. Fig. 2.4)
Stopping downward motion of drill pipe with the slips can cause necking
down (narrowing) of the pipe in the slip area as well as excessive loads on
the rotary. If the pipe slides through the slips until a tool joint contacts the
slips, the sudden stop may result in bouncing of the string that kicks the
slips out of the master bushing, with the pipe disappearing down the hole.
Letting slips ride the pipe as it is coming out of the hole is also dangerous,
itcan cause serious longitudinal notches.
Corrosion fatigue: Corrosion fatigue, or metal failure Gue to a corrosive
environment, is a common cause of drill stem failures.
1.2.2. How to Make Drill Pipe Last Longer
(A) Keep Pipein Tension
Avoid deliberately running drill pipe in compression. This raises stress
levels and leads to early failures.
To keep pipe in tension, use enough drill collars to give the desired
weight on bit after allowing for the buoyant effect of the drilling fluid.
(B) Keep Slips and Bushings in Good Shape
Crushing of drill pipe in the slip area can be avoided through maintenance
of slips and master bushings and careful pipe handling.
Inspect master bushings regularly to be sure their dimensions confirm to
API standards.
To check whether the slips and master bushings are in good working
order, the rig crew can make this simple test:
1. Pick up kelly and set slips below the usual slip area on the drill pipe.
2. Pick up, remove slips, and examine the pipe to determine length of
gripping area. If the master bushings and slips are in good condition,
you will see a uniform gripping pattern which matches the length of
the slip. If the gripping pattern is not uniform, then slips and/or
master bushings are to be repaired or replaced.
Proper Handling Practices include:
1. Donot stop downward motion of the drill pipe with the slips.
2. Donotlet the slips ride the pipe.
3. Do not use slips designed for one size of pipe on a different size of
pipe. This will soon deform the slips, and damaged slips will damage
the pipe.
(C) Avoid Transverse Scars
Circumferential notches can make even new drill pipe fail. To prevent such
damage, never allow the pipe to turn in the table slips; use back up tongs
if pipe has to be rotated with the slips, be sure there is no slippage.74
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Hard formations and junk imbedded in the borehole walls can scar drill
pipe.
{D) Do Not Run Crooked Pipe
Crooked pipe undergoes great bending stress when rotated in the hole.
Pipe which does not roll reasonably straight on the rack should be
discarded or straightened at once. Also, a crooked kelly can cause
bending in the first length of drill pipe below the rotary table, and a failure
will result if the stress is high enough.
(E) When Transporting and Unloading
Before unloading, be sure thread protectors are in place. Rack pipe off
ground to minimize moisture and dirt. Place supports properly so pipe
won't bend: Separate layers of pipe with wooden strips and place strips
directly above rack supports to prevent bending of pipes.
(F) Inspect Thoroughly
To get the most from used drill pipe, you need to know its strength and
weakness in order to match the string to the work that it can perform.
1.3 Tool Joints
Almost all tool joints made today are the weld-on type—flash, inertia or
friction. Upsets are necessary on drill pipe to which weld-on type tool
joints are applied. This allows adequate safety factor in the weld area for
mechanical strength and mettallurgical considerations. (Ref. Fig. 2.5)
Hard facing on tool joints is optional on tool joints; however, when cor-
rectly applied, it may double the life of a tool joint. (Ref. Fig.2.6)
Tool joint boxes have either an 18 degree taper or a square shape. The 18
degree taper, fitting 18 degree (bottleneck) elevators, is the most com-
mon. Pins usually have 35 degree tapered shoulders to aid in stacking the
pipe.
Nowadays, old IF and FH (full hole) connections are becoming, obsolete.
Equivalent NC (Numbered connections) connections are available for
most of the old connections. 4” IF and 4.1/2” IF connections are equivalent
to NC 46 and NC 50.
1.3.1 Failure
Itis important to handle tool joints correctly to avoid downhole problems.
If a tool joint is damaged, it is equally important to be able to recognize
what caused the damage and to avoid its happening again.
(a) Wobble: A tool joint is said to be wobble if there is any movement
between surfaces of the mating box and pin. Wobble can be caused by
improperly mated shoulders, low make up torque, or other conditions. If
the joint is allowed to wobble for even a short time, the threads and
shoulders of both box and pin are damaged from lapping. If the wobble is
allowed to continue, failure, and a subsequent fishing job may result.
Ordinarily, the earliest indication of wobble is a dry or muddy appearance
ofpins.The Drill Stem 77
pRitco
Fig. 2.7: Joint Identifier
(b) Stabbing
Bad stabbing practices can lead to drill stem failure. Pins have tapered
threads toaidin stabbing the box, and these may be stretched or flattened
by clumsy handling
(c) Matching Shoulders and Threads
Using boxes and pins with different sized shoulders can produce fins,
which are thin, sharp ridges around the box or pin shoulders. To ensure
that the shoulders and threads of drill collars and tool joints match for a
connection, a gauge called a joint identifier (Fig. 2.7) may be used. It
measures the number of threads per inch and the deameter of the
connection.78 Drilling Operations Manual
(d) Make Up
Correct make up requires the right amount of torque. Too little torque on
the joint can cause wobbles, washouts and ieaky connections and allow
additional downhole make up torque. Too much torque can cause the
threads on the tool joint to neck down (narrow) by stretching the pin. This
Condition can reach the point where the pin will break away, resulting ina
fishing job. New joints should be made slowly to prevent galling.
Lubricants containing 40-60% by weight of finely powdered zinc should
be used.
Six Don'ts for Tool Joints
(i) Do not forget thread protectors
(i) Donot stab carelessly
(ii) Do not force make up
(iv) Do not overlap shoulder with tongs
(v) Do not let hook or elevators hit box
(vi) Do not “Jack” stands with sharp wrench.
1.4 Drill Collars
Drill collars are heavy, thick walled steel pipes with threaded connections
cut on both ends. Drill collars are used to prevent pressure differential
sticking in the hole. There they provide a passage for the drilling fluid to
exit and relieve the pressure differential. Outside diameters of standard
drill collars may vary from 3.1/8 inches to 11 inches.
Functions: A string of drill collars performs following tasks:
1. It provides weight to the bit for drilling.
2. It maintains weight to keep the drill string from being subjected to
buckling forces.
3. It helps provide the pendulum effect to cause the bit to drill a more
nearly vertical hole.
4. It helps support and stabilize the bit so that it will drill new hole
aligned with the hole already drilled.
1.4.1 Selecting the Drill Collar String
The selection of a properly engineered drill collar string is a primary
requirement for achieving minimum cost drilling. A well drill collar string
aids in achieving a trouble free, usable hole, provides bit weight in the
amount needed, assists in obtaining and maintaining desired hole direc-
tion and insures prolonged drill pipe life and performance.
Drill Collar Size: The hole size and bit programme will determine the best
drill collar size, but collars selected usually have the largest OD and
maximum permissible wall thickness that can be safely run in the hole.
Several benefits will be derived from this general rule, namely:
— Fewer drill collars are needed for required weight.
— Fewer drill collar connections are required.
— Less time is lost handling drill collars during trips.
— Factors governing good bit performance favour close fitting stiff
members.The Drill Stem 79
— Fatigue damage of connections is less with drill collars that fit the
hole closely.
The buoyed weight of the collar string should be at least 15-20% greater
than maximum anticipated bit weight. The neutral point between tension
and compression should always be kept within drill collar/string. To
maintain stiffness change, tapered drill collar string (two or more different
sizes of drill collars) are often used in large diameter holes.
The drill collar bore, primarily a hydraulic consideration, is determined by
the minimum size that will handle required circulation without excessive
pressure drop.
WA
LU;
Uy
&
R
WSS
Wl
yy
Sy
KE,
«
Ss
D>
77
K
SS
“<@— TENSION
IE
HLL,
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WML
—® COMPRESSION
KK
SSS
SS
WZ.
WN
A
‘SK
WS
S
Ss
DMF
=
a
WA QZ ZA
Fig. 2.8: Tension and Compression in Drill Collar
1.4.2 Popular Hole and Drill Collar Sizes
Drill Collars Sizes and Connection
Hole size Soft formations Hard formations
(inches)
(a) @) 8)
S7/8-6.1/8 — 4.1/8"IDx2"IDwith ——-4.3/4O0D x2" IDwith
2.7/8\F 3.1/2°KH oF 2.7/8" IF
6.1/2-6.3/4" 4.3/4"ODx2.1/4"ID 5—5.1/2"0Dx2"ID
with 3.1/2" IF with3.1/2"1F
8.1/2 61/4"O0DX2.13/16"ID 6.3/4" or 7"OD x
with 4"IF 2.1/4" 1D with
61/2"0Dx2.13/16" 4.1/2" IF connection80 Drilling Operations Manual
Drill Collar Sizes and Connection (Contd.)
8"0Dx2.13/16"ID 8'0Dx2.13/16"ID
with 6.5/8” Reg. with 6.5/8” Reg.
90D x2.13/1 Bip
with 7.5/8” Reg.
9"0Dx2.13/16"ID — 8'0Dx2.13/16"ID
with 6.5/8” Reg. with 6.5/8” Reg.
9.1/2"ODx3" ID 9,1/2"0D x 3" ID
7.5/8" Reg. with 7.5/8" Reg.
1.4.3 Type of Connection
Design of best rotary shouldered connection for a drill collar calls for the
pin and box to be balanced in bending fatigue. A driltcollar connection can
never be made as strong as the drill collar body and thus a sacrificial
element—when bad, it is cut off and replaced by machining new threads.
Dril! Coliar Failures: Drill collar failures usually take place in the threaded
connections because of cyclic bending stresses, causing fatigue failures
as shown in fig. 2.8.
Drill collars bend while rotating in the hole. Fatigue cracks originate at the
area where bending stress is the highest. In a drill collar, there are two
main areas of stress connections—one in the pin and onein the box. when
the drill collar joint is properly made up and assembled, the shoulder
support the pin so that it is rigidly held by the box. Then the weakest
section is the narrow cross section in the bottom of the box, near the end
of the pin. The other weak area is in the first or second thread near the
base of the pin. If the joints are not properly made up, the shoulders do not
adequately support the pin in bending.
In tool joint and drill collar threaded connections, the shoulders forms the
only seal. Shoulder must be kept smooth and clean. They must seal so
tightly that even in bending they never separate and sever permit fluid to
pass.
1.4.4 A Guide for Making up New Drill Collars
The following check list can be used as a guide for making up a new string
of drill collars:
1. Unloading: The collars should be lifted off the truck and onto the rack
using gin poles, handling them with a sling placed near the balance point
2. Thread Protectors: Heavy duty thread protectors with a lifting bail
should be kept on the threads until the collar has been lifted on to the rig
floor. The pin protector must be left in place to avoid damage to pin
threads.
3. Cleaning and Lubrication: After washing, and the threads dried. Then a
good quality, viscous lubricant containing powdered metalic lead,
copper, or zinc should be carefully applied to all the threads and shoulders.
Every surface must be lubricated in order to avoid galling on make up.
4. Regulating Make UP: Use the make up torque recommended for the
specific joint size, outside diameter, and bore of your new drill collars.
Make up the collars with a slow, steady line pull. Continue until reaching
the required pull, with the tongs at a right angle (90°) to the line pull.The Drill Stem 81
Recommended Make Up Torques
Drill Collar Connection Minimum Make
Up Torque
OD xID
91/0" x 3” 7.5/8" Reg. Connection 12166 Kg/Mt or
88000 Ibs/ft
is" x 3" 6.5/8" Reg. Connection 6913 Kg/Mtor
50,000 Ibs/ft
is” 2.13/16" | 6.5/8" Reg. Connection 7327 Kg/Mt.or
53000 bs/ft
6.1/4"x2.13/16" 4" \FConnection 3070 Kg/Mtor
22,200 Ibs/tt.
In torque is determined by the line pull itself multiplied by the effective tong
length measured at a right angle to the line pull. Using a jerking action on
the tong line momentarily increases the line pull but it may not move the
collars because of their great inertia. It is essential that the line pull be
measured when applied with a slow, steady pull.
Too Little Torque applied to drill collars causes failures such as welding,
galling, wobbles, and erosion. Sometimes an under torqued connection is
hard to break out.
The failures due to over torquing all occur in the same place in the first or
second thread near the base of the pin. If pulling continues after the shoul-
ders are tight, something will break. The tongs break, the pulling line
breaks the pin pulls, or the box swells.
5. Breaking out:Drill collars properly made up will break out at approxi-
mately the same line pull as used to make them up. When joints are hardto
break, it usually means they have been operated loose so that lubricant
has been washed away and replaced by the drilling mud.
6. Stabbing:Dropping the pin onto the box threads with the weight of the
collars not supported, or stabbing the pin into the box shoulder causes
thread and shoulder damage. Collars are much heavier than drill pipe.
xtra care must be taken in stabbing and spin up if such damage is to be
avoided.
7. Rotate the Break: On Trips, the breaks should be rotated so that each
joint can be examined every second or third trip. The box shoulder should
be wiped clean and examined for evidence of proper makeup. A shoulder
that is bright and shiny all the way across, with small circumferential
scratches has been properly tightened. A shoulder face that is discoloured
around the outside edge, or that it has patches of bright spots and dis-
coloured blue or gray areas, has been operated loose, Fluid has b 2n
getting between the shoulders.
8. Laying down and Transportation: When laying down drill collars,
thread protectors should be installed on the rig floor. During transport, the
drill collar should be supported at each end and also at midlength.82 Drilling Operations Manual
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2.9: Drill Stem Subs
1.5 Drill Stem Auxiliaries
Various auxiliary tools are used with the drill stem, including drill stem
subs, vibration dampeners, lifting subs, stabilisers, reamers, pipe wipers,
and protectors. All should receive proper care and regular inspection.
1.5.1 Drill Stem Subs
A sub, or substitute, is a short threaded piece of pipe used to connect
Parts of the drilling assembly for various reasons (fig. 2.9).
1.5.2 Kelly Saver Sub
The kelly saver sub is so called because its use minimizes wear of the
threads on the kelly; it is often called the kelly sub. It is attached to the
kelly, and into it is screwed the top length of the drill pipe. Arubber casing
protector is usually used on the kelly sub to reduce wear on the kelly and
the top of the well casing.
1.5.3 Other Drill Stem Subs
Accrossover sub is used between two sizes or types of threads in the drill
stem assembly. A drill collar sub serves the same purpose but fits
between the drill string and the assembly of drill collars. A bit sud serves
as an adapter between the drill collars and the drilling bit. Most subs have
box and pin threads, but double box subs can be obtained. Size and type
of all subs should be identified by colour coding or stencil markings.
1.5.4 Vibration Dampeners
Vibration dampeners, sometimes called shock subs, are employed in the
drill collar assembly, usually just above the bit, to compensate for the
bounce and vibration of a roller cone bit as the cones rotate, VibrationThe Drill Stem 83
dampeners may contain rubber, springs, compressed gas, or other
springing elements for absorbing the bouncing motion of the bit. Vibration
dampeners are designed to work like shock absorbers, permitting normal
drilling without subjecting the drill stem and bit to damaging bounces.
1.5.5 Lifting Subs
Lifting subs are not part of the drill stem but are usually madeup into a
stand of drill collars to provide a shoulder so that the drill collars can be
picked up by the elevators and set back. Lifting subs may be provided
with either square or 18-degree (bottleneck) shoulders to enable drill
collars to be handled without elevators being changed. The threaded pins
must match the drill collar box threads. Lifting subs must be made up
securely when pulling out of the hole, using both sets of tongs.
Acommon problem with subs is that they may be made with substandard
materials, or they may be poorly threaded. The steel may be soft and wear
out quickly, causing serious damage to the tool joint boxes in the drill
string. All sub threads should be protected with a clean thread protector.
Subs on the rig should be properly racked and kept off the rig floor.
1.5.6 Stabilizers and Reamers
Stabilizers are usually made up in the assembly of drill collars to stabilize
the bit and the drill collars in the hole. Reamers are used to enlarge an
undergauge hole.
1.5.7 Pipe Wipers and Mud Boxes
A pipe wiper is a rubber ring that fits around the pipe and cleans mudoff as
the pipe comes out of the hole. It also keeps junk from falling into the hole
during tripping in. The mud box is a case that closes around a stand of wet
pipe coming out of the hole and helps to keep mud from spewing over the
crew and rig by directing the mud back into the mud pits
1.5.8 Protectors
Thread protectors are used on drill pipe and crill collars to protect threads
and shoulders from damage. Stabbing protectors guide the stand of drill
pipe that is being stabbed to make a connection. They protect tool joint
threads and shoulders. Pipe protectors keep tool joints from rubbing
against the casing.