Well Drilling Course

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The time required to plan and execute a well construction programme is dependent on many variables including sub-surface complexity, location and type of well. For any well, however, there are common activities which must be addressed to enable comprehensive planning and operational control. For the purposes of this topic we will assume a single well, drilled from a semisubmersible rig. The main activities are:

  • Receipt of well planning request / well objectives;
  • Allocation of engineering / operational resources;
  • Review of special considerations (licence requirements, physical restrictions);
  • Well design;
  • Government/legislative requirements;
  • Sourcing of materials and services including rig;
  • Site survey;
  • Operational plan;
  • Risk identification and mitigation;
  • Time /cost generation;
  • Pre-operational review;
  • Operational phase;
  • Post well activities.

While it would be ideal if the activities shown above could be laid out in an ordered sequence it is more often the case that many of the activities occur in parallel. Also it is common for plans to evolve and change as operational definition is refined. In particular the generation of the time/cost estimate does not tend to be a one off event. Invariably costs are required at an early stage where little detailed planning or review has been performed. Hence accuracy of the estimate develops throughout the planning phase and different classes of estimate are often provided dependent on position on the planning/execution timeline.

The main activities listed above are discussed in more detail throughout this module but there follows a summary of the important aspects of each activity and what deliverables might be expected.

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Well Planning Request / Well Objectives

Well Planning Request / Well Objectives


The main purpose of a well planning request is to provide the agreed basis for design. This document should form the start point for the planning process and should be referred back to throughout the planning and execution phases to ensure that all decisions take into account the original basis for the well.

Ideally the request should be a formal document signed off by the appropriate levels of authority in both the requesting and executing organisations.

Who generates the final, formally agreed request is not necessarily important. It may be that the party responsible for well design compiles the request after discussions with the requestor (or ‘Client’). Perhaps the Client prepares the document. What is important, however, is that the request is jointly reviewed and accepted.

An integral part of the request document should be a prioritised list of objectives for the well. In both the planning and operational phases of a well, decisions and compromises may be required and a clear understanding of the priorities of the well will help to make the appropriate choices. The identification of objectives also provides the basis for performance evaluation at the completion of the well.

Allocation of Engineering/Operational Resources


No well can be planned and drilled without the allocation of the required skills to turn a request into reality. Many skills and talents are required but probably the most important key to success is to ensure that clear accountability is assigned for delivery of the well.

Typically the core resources required to deliver a well would include the following:

  • Well Operations Supervision – onshore and offshore;
  • Well Design Engineering;
  • Well Operations Engineering;
  • Welltest/Completions Design Engineering;
  • Welltest/Completions Operations Engineering.

Dependent on scale and maturity of operations the roles can be combined or indeed may require multiple positions to fulfil the plan. The above roles could be considered core within a well construction organisation. There are, however, many other roles which support delivery of a well:

  • Contracts preparation and negotiation;
  • Environmental preparation and monitoring;
  • Audit and quality control of suppliers;
  • Invoice processing;
  • Health and safety expertise;
  • Cost management;
  • Marine specialisation;
  • Administrative and technical support;
  • Logistics and transport.

The requirements for resources vary dependent on the current stage in the delivery process. It is vital to have a clear plan for timely access to resources.

Review of Special Considerations


Once aware of a possible well a review of any special considerations should be performed. These could include:

  • more stringent notification requirements;
  • more stringent environmental requirements (i.e, drilling in an environmentally sensitive area);
  • physical constraints (e.g, pipelines, proximity of other installations) seasonal access restrictions;
  • severe environment (High Pressure High temperature (HPHT), deepwater, high hydrogen Sulphide (H2S – ‘sour’).

This initial review allows a quick response if the nature of the well requires greater planning time or resources (or both).

Government/Legislative Requirements


All wells are subject to government approvals in various guises. For the purpose of this module the requirements for the United Kingdom Continental Shelf (UKCS) will be considered. Different countries will have their own requirements.

In general the planning requirements for the UKCS fall into the following categories:

  • Consent to drill wells (Department of Trade and Industry);
  • Consent to site mobile installations (Department of Transport, Local government and the Regions);
  • Well Notification (Health and Safety Executive);
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Environmental consent (DTI)

Environmental consent (DTI)


It is illegal to commence operations without the relevant approvals or notifications in place.

Further requirements exist during the operational phase:

  • Rig move notification (various);
  • Well commencement notification (DTI);
  • Weekly Activity Report (HSE);
  • Incident reporting (DTI/HSE);

Any material change to design or chemical usage (HSE/DTI).

Plan for Decommission


Even before drilling commence, decommissioning of the well is also planned. After the end of operations communications to close out a specific well include:

  • Chemical Discharge Records (DTI or agent);
  • Rig Emissions Data (DTI or agent);
  • Conclusion of work (HSE).

It is also important to be aware of the life cycle approach to well integrity adopted in the UKCS which means that even after a well has been finished a responsibility remains to ensure that the well is fit for its intended purpose until it is finally abandoned.

Well Design


The following questions have to be adequately addressed before a design can be considered to be acceptable:

  • Does the design allow for the expected life of the well?
  • Are the materials used to construct the well suitable for the fluids and conditions expected throughout the well’s life?
  • Do any unusual risks to people, plant or the environment result due to the chosen design? If so have alternatives been considered? Has risk been mitigated?
  • Has the operability of the design been considered in terms of operational risk or cost? Is the risked cost acceptable? Have both the construction and post completion phases been considered?
  • Will the client objectives be met by the design?

The basic requirement for any well design is to meet the client’s requirements at an economic cost while maintaining the risk to peoples’ health and the environment below acceptable limits.

Sourcing of Materials and Services


The execution of a well programme requires a complex interaction of suppliers, materials and equipment. It may be that all supplies and services have been prearranged or that no purchase or supply agreements are in place at all. In any event arrangements must be made to ensure that the required products and services are available. These could include:

  • Rig and crew hire including catering;
  • Marine transport;
  • Anchor Handling Vessels (AHVs);
  • Rig move planning, navigation and anchoring equipment;
  • All casing and tubulars;
  • Wellheads and associated rental equipment;
  • Xmas trees;
  • Completion components;
  • Mud materials and engineering;
  • Cement materials and engineering;
  • Directional drilling equipment and personnel;
  • Measurement While Drilling (MWD) and Logging While Drilling (LWD) equipment and personnel;
  • Directional Surveying equipment and personnel;
  • Electric line logging equipment and personnel;
  • Mud Logging equipment and personnel;
  • Solids control equipment and personnel;
  • Drill bits;
  • Drill string rentals;
  • Fishing / abandonment equipment and personnel;
  • Casing and tubing handling equipment and personnel;
  • Coring equipment and personnel;
  • Perforating equipment and personnel;
  • Weather forecasting;
  • Communications service and equipment;
  • Site survey vessel, equipment and personnel.

Prior to commencement of operations a detailed load-out list should be prepared which lists all equipment required for the well. This assists in the callout of the required equipment at the appropriate time during the well and also serves as a check that nothing has been forgotten.

Site Survey


The requirement for a site survey prior to moving a rig onto a location must be determined. If a survey is required then it must be organised and performed in time to allow delivery of, and reaction to, the results.

A site survey is normally performed to acquire data for the following reasons:

  • To identify significant debris on the seabed at the intended location;
  • To assess the seabed anchor holding characteristics;
  • To assess the potential for shallow gas in surface hole.

For the UKCS it is a requirement to notify the DTI at least 28 days prior to the work. For certain areas there may be a seasonal limitation on the shooting of site survey seismic.

The survey itself is carried out from a specialised vessel. Typically the work involves shooting seismic of varying definition over a pre-planned grid which will cover the anchor pattern area and include a more concentrated grid around the proposed location for shallow gas definition. It is common for a consultant to be hired to provide third party quality assurance during site survey work.

Outcomes from a site survey could include:

  • Everything looks fine to anchor up and drill at the location;
  • There are indications of shallow gas which may justify moving surface location or adopting special shallow gas procedures;
  • Re-selection of anchor type, fluke angle or requirement to reinforce certain anchors with ‘piggy backs’ (additional anchor run of the main anchor to provide additional hold).
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Well Operational Plan

Operational Plan


Ultimately the well design has to be translated into an operational plan, or programme. This provides the approved reference for those charged with constructing the well. Programmes come in many different styles and formats but, typically, should include the following:

  • Appropriate approvals and distribution;
  • Purpose of well;
  • Prioritised objectives for the well;
  • Budget data (time and cost);
  • Description of the well design (e.g, casing specification and setting depths, directional profile, intended cement coverage)
  • Details of expected geology;
  • Operational procedure;
  • Anticipated hazards, risks, mitigation and contingencies;
  • Data acquisition requirements (e.g, logging, sampling);
  • Summary of third party programmes such as cementing, drilling fluids and directional plan;
  • Contact details.

The format and detail for a programme will also depend on the type of well to be drilled. For example the fortieth well on a development programme may require little more than a one page summary sheet whereas the first High Pressure High Temperature (HPHT) well in a virgin area could warrant the well construction equivalent of War and Peace. In consideration of the detail required it is useful to put yourself in the place of the well-site supervisor charged with delivering the well objectives

Risk Identification and Mitigation


The management of risk for a well construction process covers Health, Safety and Environment (HS&E) risk and operational risk. The former is concerned with protection of people and the environment the latter with protection of the business plan which incorporates promises for budget and schedule. As HS&E and business cultures have developed there has been a tendency to separate these features in terms of how they are dealt with in the planning process. Ultimately, however, there appears to be growing consensus that good HSE management means good operational management and vice versa. Therefore, instead of having separate processes to consider HS&E and operational risk, all forms of risk are considered in the one risk management process.

Management of risk is an iterative process. No matter at what stage in the well construction process identification and understanding of risk should never be far from the mind. The processes required involve anything from the awareness of experienced personnel while compiling plans to full blown hazard operability and analysis studies involving multi-disciplined teams, formal processes and many days of scrutiny. The scale, complexity and novelty of the project also should determine the scale, complexity and novelty of the risk management process.

In simple terms there are two important times where full accountability of risk should be formally considered. Firstly at the concept selection phase where the various options are being reviewed; secondly, once the proposed design and operational process have been sufficiently defined to allow in depth review.

Time / Cost Estimate Generation


The time / cost estimate is the cornerstone of a well construction organisations’ commitment to the business it serves. It is a promise that the objectives will be delivered at a given cost. The fundamental issue with time/cost estimation is that business plans are often drawn up before the well is sufficiently defined both in terms of objectives and design. This is not such a concern if the well in question is a repeat of previous types but when dealing with new well types it is difficult to give precise information.

Estimates are often classified to reflect the level of uncertainty. Examples of classifications and their likely variance could be:

  • Budgetary: +/- 30%
  • Appropriation: +/- 10%
  • Pre operational: +/- 5%

As with risk management, the estimation process is iterative. The key advice is to ensure that the client group are kept closely in the loop as estimates evolve and no room is left for misunderstanding the current cost situation for the well.

Pre-operational Review


Prior to commencement of operations it is good practice to review the programme with those closely involved with its implementation. This is commonly referred to as a Pre Spud Meeting referring to the common term for commencement of drilling. The main aims are to ensure that the objectives and performance measures for the well are understood, the operational plan and operational risks are communicated and lines of communication are established for the operational phase. The gathering also serves to help build team rapport which can greatly enhance the ultimate performance on the well.

The review is also an opportunity to capture any last minute input which could contribute to improving the plan. Typically meeting attendees would include those responsible creating the well plan, representatives from the client group, wellsite supervisors, office and wellsite based service providers including rig crew and logistics co-ordinators.

A final opportunity for communication prior to commencement of operations is for the plan to presented to crews at the wellsite either by the well planners or the wellsite supervisors.

Operational Phase


The main requirements during the construction phase are:

  • To implement the plan as intended;
  • To effectively manage any deviation from the intended plan whatever the cause (e.g, operational problems, geology not as predicted, change in objectives);
  • To comply with all reporting requirements internal and external to the organisation;
  • To monitor and report current and forecast costs;
  • To manage logistics such that all equipment and personnel are available at wellsite as required.

Post Well Activities


Once finished the following activities are required to effectively close out the well construction process:

  • Receive and review all third party operational reports;
  • Hold ‘wash-up’ meeting to discuss results;
  • Produce final well cost;
  • Obtain Client feedback on performance;
  • Prepare well history to include:
  • Appropriate approvals and distribution;
  • Original purpose of well;
  • Measure of attainment of objectives;
  • Actual vs. planned time and cost data
  • Description of the well as built (e.g, casing specification and setting depths, directional profile, cement coverage)
  • Details of encountered geology;
  • Operational review including recommendations for future work;
  • Encountered hazards/risks, mitigation and contingencies employed;
  • Breakdown of non productive time during well;
  • Data acquisition performed (e.g, logging, sampling);
  • Summary of third party reports such as cementing, drilling fluids and directional plan;
  • For development wells ensure appropriate handover to production organisation including basis for design, operational limits and monitoring requirements;
  • Finalise any external reporting requirements;
  • Distribute reports and archive as required.

Although the major portion of the well construction process is complete by this stage it should be remembered that a responsibility for the well remains with the well construction organisation until it is finally abandoned. This should include ensuring that well conditions are monitored to check the well is being operated within the original design basis. It may be a requirement to re-enter the well at some point to repair or change the completion components. There may also be a future utility to act as a host well for a sidetrack to a new sub-surface location. Ultimately the well will be abandoned at the end of its productive life. All of these activities require a similar process to that used for the original well construction.

Time Line


Having identified the main activities associated with the well construction process it would appear straightforward to show a generic timeline incorporating these activities. Unfortunately the variable nature of wells means that for each project a different timeline can be drawn up. In fact it is good practice to draw up a timeline for each well you become involved with to recognise its uniqueness and highlight the planning issues at an early stage. Some of the main variables to consider are as follows:

  • Government approval processes, especially environmental, could take times ranging from 4 weeks up to a year or more dependent on license conditions, requirement for full blown consultation etc.;
  • Dependent on materials required deliveries could range from zero time because equipment is available in stock to in excess of 12 months;
  • Is the well to be drilled in a mature, well serviced location or in a remote location? The provision of support infrastructure may have to be added into the equation.
  • Complexity of well design has a major bearing. Is the well a follow on from similar types using the same design or is it brand new, complex and requiring detailed design work?
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Rig Organisation

Roles and Responsibilities of Core Personnel


There follows a summary of roles and responsibilities for personnel which could be considered core to a well construction organisation. Note that titles are by no means standard and that there are probably as many ways to organise for well construction as there are oil companies. While the positions may not be replicated, the responsibilities and accountabilities should be addressed in any organisation.

Drilling Manager


The Drilling Manager has overall responsibility for a well construction department or discipline to manage its business objectives within the greater organisation it serves. Specific responsibilities should include:

  • Overall accountability for safety of operations;
  • Setting, monitoring and reporting of performance measures for the department or discipline;
  • Making sure that adequate resources exist to fulfil business plans (e.g, personnel, rigs, equipment);
  • Ensuring that processes and procedures exist which comply with local legislative requirements and internal standards;
  • Recruitment, personnel development and appraisal;
  • Representation of the well construction organisation internally and externally including management of conflict.

Drilling Superintendent


The Drilling Superintendent normally has direct operational responsibility for one or more rigs. Specific responsibilities should include:

  • Line management responsibility for safety of operations;
  • Accountability for operational performance including cost management;
  • Ensuring wells are planned and constructed as per internal processes;
  • Operational supervision;
  • Line management of operational personnel;
  • Performance management of third party services;
  • Client, partner and government liaison.

Dependent on the size of the organisation and scope of work the Drilling Manager and Drilling Superintendent roles may merge.

Engineering Manager


The Engineering Manager has responsibility for the engineering discipline and standards within a well construction organisation. The main responsibilities are:

  • Maintenance of technical standards and procedures for engineering activities;
  • Audit/review/approval of well design proposals;
  • Technical overview of special studies and early project activities;
  • Maintenance of technical competence for engineering staff;
  • Technical development of engineers;
  • Knowledge transfer;
  • Implementation and management of work systems.

Drilling Engineer


The Drilling Engineer is responsible to the Drilling Superintendent for the safe engineering and design of the wells. Specific responsibilities are:

  • Act as the ‘Focal Point’ for Clients to ensure all well objectives are identified and met;
  • Production of safe / achievable design taking into account known or probable hazards;
  • Production of detailed Time Cost Estimates for the well, and monitoring well costs to ensure that they are accurate;
  • Production of operational programmes;
  • Ensuring that the relevant Government Notifications and Approval requests are submitted it time to achieve the planned start date, and confirming that they are in place before the relevant work commences;
  • Sourcing all relevant material and services;
  • Presentation and participation at relevant planning, pre-spud and wellsite meetings;
  • Provision of office based support during operations;
  • Timely compilation of well history and ad-hoc reports;
  • Final archiving of well material and handover information to production organisation.

As well as having direct accountability to the Drilling Superintendent the Drilling Engineer should also be accountable to the Engineering Manager for the following:

  • Providing all necessary information, backup, and input to the engineering audit process;
  • Ensuring that any requirements arising from risk assessments, peer reviews, audits etc. are actioned;
  • Notification of any potential change to programme which requires review and approval;
  • Adherence to approved technical standards and procedures.

Dependent on organisational preference the Drilling Engineering role may be split whereby one engineer (or group) is responsible for the planning phase handing over to another engineer (or group) for the implementation phase. In this case clear demarcation is required to ensure that all responsibilities are assigned and understood.

Completions / Well Test Engineer


Increasingly the role of Completions or Well Test Engineer is differentiated from that of Drilling Engineer especially in larger organisations and for more complex operations. These roles specialise in the activities performed after a well has been drilled. The Completions Engineer deals with the design and installation of the permanent conduit which allows production from or injection to the well. The Well Test Engineer deals with the design and operation of temporary completions and surface equipment to allow short term production from or injection to a well for evaluation purposes. Because the knowledge and skills required for each role are largely complimentary they are treated as one for the purpose of this module.

Although a specialised role within the overall Well Construction process it should not be surprising that the generic responsibilities are identical to those for the Drilling Engineer as listed above.

Drilling Supervisors


Drilling Supervisors are responsible to the Drilling Superintendent for the safe, cost effective and environmentally aware delivery of the well programme. The position acts as the on site co-ordinator responsible for translation of the overall work programme into the finished product. In particular, they are responsible for:

  • Direct liaison with the offshore rig management for all aspects of company business. This includes monitoring safe working practices.
  • Liaison with the Drilling Superintendent during operations including formal reporting;
  • Monitoring of progress against the well programme and the Drilling Superintendent of any deviation from the programme;
  • Preparation of specific work instructions for the rig crew;
  • Evaluating and reporting on the quality of service and HS&E performance of the rig contractor and service companies;
  • Liaison between the installation and the onshore emergency response room in the event of an incident, emergency, or oil spill;
  • Specialist advice and guidance to the rig on well control;
  • Technical control of third party contractors on the rig;
  • Calling off and returning materials and services;
  • Controlling costs within their sphere of responsibility;
  • Timely compilation of daily and ad-hoc reports for transmission to the base office;
  • Supervision and development of wellsite engineers.

To assist in their duties Drilling Supervisors may be supplemented with wellsite engineers and materials / logistics co-ordinators.

Roles and Responsibilities of Support Organisations


Client Group


The client group is invariably the central customer for supply of well construction services so it may seem strange to list them here as support. It is, however, helpful to regard this group as support when considering all inputs required to plan and execute a successful operation. The main requirements from the client group are:

  • Supply of well objectives;
  • Supply of prognosed geology;
  • Determination of expected sub-surface hazards;
  • Details of evaluation requirements during the construction process;
  • Assistance with site survey planning and evaluation (especially geophysical support);
  • Scheduling information;
  • Wellsite support for geological evaluation;
  • Evaluation of well performance.

Health, Safety and Environmental


In the ever developing area of Health, Safety and the Environmental awareness and compliance, it is important to have access to strong support which ensures that full consideration is given during the planning and execution of well activities. Required areas of support include:

  • Development of HS&E policy, plans and goals;
  • Promotion of an active HS&E culture;
  • Monitoring of HS&E performance, both internal and of suppliers;
  • Organisation of audits and investigations;
  • Legislation awareness and implementation;
  • Emergency and oil spill response.

Fiscal


Control of financial matters is central to any construction project and this is no different for the well construction business. Areas for which support is required include:

  • Creation and maintenance of cost control systems;
  • Participation in cost estimation;
  • Cost tracking and forecasting including final estimate once work complete;
  • Financial audit participation and reporting;
  • Invoice processing and payment;
  • Reconciliation of charged costs to final estimated costs.

Contracts


The materials and services required for a well operation are many and complex. It is important to cover supply with clear contractual arrangements which are understood by both parties (supplier and receiver). Support is required in the following areas:

  • Compilation of tender documentation;
  • Issuance of bid documents and focal point for related communications;
  • Non-technical aspects of bid evaluation;
  • Negotiation of terms and conditions;
  • Evaluation compilation;
  • Ongoing contract administration and interpretation;
  • Provision of market information, especially for rigs.

Materials and Logistics


One of the most challenging aspects of delivering a well executed operational programme is to ensure the availability of the correct equipment at the correct time. In order to achieve this support is required as follows:

  • Maintenance of stock equipment lists;
  • Storage of equipment;
  • Assistance in preparation of load out lists;
  • Co-ordination of Quality Control / Quality Assurance processes;
  • Organisation of transport (land, helicopters, boats);
  • Liaison with suppliers for delivery of equipment and personnel.