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Research article UDC 622.244.4
A probabilistic study on hole cleaning optimization
Seyyed Shahab TABATABAEE MORADI
Sahand University of Technology, Tabriz, Iran
How to cite this article: Tabatabaee Moradi S.Sh. A probabilistic study on hole cleaning optimization. Journal of Mining Institute. 2022. Vol. 258, p. 956-963. DOI: 10.31897/PMI.2022.67
Abstract. Hole cleaning is considered as one of the most important drilling fluid functions. An efficient hole cleaning ensures a reliable well drilling practice with minimum troublesome problems. In this study, two main steps of hole cleaning, i.e., cuttings removal from under the bit and cuttings transport to the surface are discussed based on the drilling data of a shale formation. The traditional models for optimization of each step are presented. As the models require variety of input data, which are usually subjected to some extent of errors and uncertainties, the output of the model is also an uncertain parameter. Using Monte Carlo simulation, a simple probabilistic study was conducted to quantify the certainty level of the obtained results. Based on the result of this study, it is shown that for the proposed well, a good hole cleaning is expected. However, a more reliable decision for further hole cleaning optimization should be made considering the results of uncertainty analysis.
Keywords: drilling fluid; rock cuttings; uncertainty; Monte Carlo; error; rheology; transport ratio; CCI Received: 24.03.2022 Accepted: 21.07.2022 Online: 29.12.2022 Published: 29.12.2022
Introduction. Drilling fluids serve various important functions including hole cleaning, control of formation pore pressure, bit cooling, drill string lubrication, collection of formation data and providing borehole stability [1-4]. The success in drilling operation is significantly dependent on the degree, at which the hole is cleaned from rock cuttings. An efficient hole cleaning leads to improved rate of penetration (ROP) and can mitigate such drilling problems as stuck pipes, loss circulation, poor primary cementing operation, drilling bit misfunctioning, excessive torque and drag, etc. [5-7].
The expression "hole cleaning" is sometimes misinterpreted as cuttings transport, while, hole cleaning is a two-step process: removal of rock cuttings from under the bit and transportation of removed cuttings to the surface.
The efficiency of hole cleaning process is dependent on drilling operational parameters (flow rate of drilling fluid into the well), well geometry (inclination angle, eccentricity of drill string, hole size, drill string outer diameter, casing inner diameter etc.), drilling fluid properties (density and rheological characteristics) and rock cuttings properties (density, average diameter, cuttings volume etc.) [6-8].
Several researchers developed experimental, numerical and analytical models for prediction and optimization of hole cleaning process. In these works, the effects of drilling fluid composition and properties [9-11], type of drilling fluid [12, 13], drilling operational parameters [14-16], well geometry [8, 17, 18], cuttings content and their properties [19-21] and flow properties [22, 23] on the hole cleaning process are investigated. In some reseachers, different factors are considered using computational fluid dynamics (CFD) [6, 24].
Generally, a diverse range of input data is required for hole cleaning models. The amount and accuracy of these input data determines the effectiveness of developed models. The fact that majority of input data are subjected to some extent of errors, leads to some level of uncertainty in the model output. Human errors, mis-interpretation and simplifying procedures are the main sources of error in input data [25].
In this work, drilling data of a specific shale formation are used in traditional models for evaluation of hole cleaning efficiency. In addition, a probabilistic study is conducted to measure the extent of uncertainty in the outputs of hole cleaning models.
Methodology. Firstly, in this section, the traditional methods of hole cleaning optimization are presented and discussed. Then, a set of drilling data in a specific shale formation is presented. These data are used to evaluate the efficiency of hole cleaning, i.e., the effectiveness of cuttings removal from under the bit and cuttings transport to the surface. Finally, a probabilistic study, using Monte Carlo simulation is conducted to quantify the extent of uncertainty in the hole cleaning optimization process.
As it was mentioned earlier, hole cleaning is a two-step process: removal of rock cuttings from under the bit and transportation of removed cuttings to the surface. Therefore, the equations and traditional optimization techniques are presented separately for each part.
Cuttings removal from under the bit. For optimization of cuttings removal from under the bit, usually bit-related hydraulic parameters are investigated and maximized to achieve an efficient cuttings removal. However, the operational limitations, like mud pump rate, should be considered in the optimization procedure. The main bit-related hydraulic parameters are nozzle velocity, bit hydraulic power and jet impact force, which can be calculated as follows [26, 27]:
• nozzle velocity
V = Q-, n TFA
where Q is the drilling fluid flow rate into the wellbore, m3/s; TFA is the total flow area of bit nozzles, m2;
• bit hydraulic power
HPb = AP„ Q;
=. MWQ2
2000 C JTFA2
where APb - is the pressure drop of drilling fluid cross the bit; MW is the mud weigh or drilling fluid density, kg/m3; Cd is the bit discharge coefficient (usually set at 0.95);
• jet impact force
Fj = 1.4142Cd Q^MWAp .
Cuttings transport. During cuttings transport, rock cuttings tend to settle down in the hole, while drilling fluid is moving up in the annulus to the surface. Due to the complex nature of cuttings transport process, it is difficult to come up with accurate analytical solutions to analyze the carrying efficiency of drilling fluids. To overcome this challenge, two approaches are usually followed.
In the first approach, correlations, which are available for vertical, directional and horizontal wells, are used. One of the correlations, which is used commonly for evaluation of drilling fluid carrying capacity in vertical or near vertical wells, was defined by Robinson and Morgan, the equation has the following form [28]:
cci=k(AV)(MW) 243.5 ,
where CCI is carrying capacity index (cuttings carrying index); AV is annular velocity (m/s) of drilling fluid and k is the power law model constant, Pas.
CCI values of 1 or greater than 1 indicate good hole cleaning condition [28, 29].
In the second approach, drilling fluid velocity in the annulus upward (annular velocity) and cuttings slippage velocity downward (slip velocity) are compared and the cuttings transport velocity is determined as the difference between annular velocity and slip velocity:
Vc = Va - Vs,
where Va is annular velocity of drilling fluid and Vs is the cuttings slip velocity.
Also, a parameter called transport ratio can be defined based on annular and slip velocities
V
TR = 1 —.
Va
Higher values of transport ratio indicate more efficient cuttings transport. The main problem in this approach lies in the difficulties of slip velocity calculation. In the case of Newtonian fluids and for regularly shaped particles, the slip velocity (sometimes called as settling velocity) can be calculated by balancing the drag force and net gravitational force. However, for drilling fluids with complex rheological behavior and irregular shaped rock cuttings, slip velocity calculation will be much more difficult [30, 31].
In this study, simplified Chien correlation is used for slip velocity calculation. The correlation, based on calculation of drilling fluid apparent viscosity and particles Reynold number, has the following form for intermediate to turbulent flow regimes [32, 33]:
Vs = 2.758. dc f-^--1 |,
s \ c ^ MW J
where pc is cuttings density, kg/m3; dc is cuttings average diameter, m.
Based on the presented formulas it can be seen that any optimization in hole cleaning process requires careful adjustment of operational and technological parameters like drilling fluid flow rate, rheological properties and density.
Input drilling data. The required data for probabilistic study of hole cleaning, including drilling operational parameters (mud flow rate), drilling fluid properties (density and rheological characteristics) and rock cuttings properties (density and average diameter), were collected based on the drilling experience in a shale formation. The used drilling fluids show Bingham-Plastic rheological behavior. The formation has been drilled in several wells with different fluid and operational parameters based on the well available geological and technical conditions. The range of each parameter obtained from real drilling data:
• Drilling fluid properties: MW 1025.7-1090.4 kg/m3; PV 0.005-0.007 Pas; YP 7.18-9.58 Pa; Q 0.028-0.054 m3/s.
• Bit properties: TFA 6.41X10-4 m2; Cd 0.95.
• Well geometry: hole diameter 0.4445 m; drill string outer diameter 0.127 m.
• Cuttings properties: average diameter 1.996x10-3 m; density 2498.4 kg/m3.
Monte Carlo simulation. Monte Carlo simulation is a numerical technique, in which, random samples of input data are generated based on their distribution function. The model output (slip
velocity, transport velocity, transport ratio, nozzle velocity, bit hydraulic power, jet impact force) is then calculated for each random number of input data. Therefore, instead of a single output value, there will be a distribution of model output, based on which, the occurrence probability of each output will be calculated [25, 34, 35]. In this study, Oracle Crystal Ball software is used for the probabilistic study of hole cleaning efficiency.
The distribution function of uncertain input parameters are presented in Table. As it can be seen from the table, triangle distribution is selected for input data, as the minimum, maximum and likeliest value of each parameter were known. The choice of triangular distribution is based on the fact that the exact distribution function could not be determined due to the lack of enough input data. However, there were ideas about minimum, maximum and the likeliest values, which justifies the use of triangular distribution function.
Distribution function of uncertain input data
Parameter Distribution type Distribution parameters
Minimum Maximum Likeliest
MW, kg/m3 Triangular 1025.7 1090.4 1054.5
PV, Pas Triangular 0.005 0.007 0.006
YP, Pa Triangular 7.18 9.58 8.38
Q, m3/s Triangular 0.028 0.054 0.044
Research results. For investigation of cuttings removal from under the bit, nozzle velocity, bit hydraulic power and jet impact force are analyzed. Fig. 1 shows the occurrence probability of these parameters based on the Monte Carlo simulation. Presented results in the Figs. confirm that in the case of uncertain input data, output will not be a single value, but a distribution of possible values, which can be used to quantify the uncertainty.
To quantify the certainty bands, associated with the calculated nozzle velocity, bit hydraulic power and jet impact force, trend charts with specified certainty bands are presented as Fig.2.
Presented data can be used to state the output value with certainty level. For example, in Fig.2, c, it is evident that in the case of uncertain input data, the value of jet impact force lies in the range of 1732-4199 N with a probability of 90 %. Increasing the level of certainty of input data, will narrow down the certainty band of 90 %. Considering the conducted uncertainty analysis, it should be noted that for any further optimization of bit-related hydraulic parameters, certainty level of the outputs should be considered.
For investigation of cuttings transport, the CCI, transport velocity and transport ratio are analyzed. Fig.3 shows the occurrence probability of these parameters based on the Monte Carlo simulation. These figures confirm that in the case of uncertain input data, output will not be a single value, but a distribution of possible values, which can be used to quantify the uncertainty.
To quantify the certainty bands, associated with the calculated CCI and transport ratio, trend charts with specified certainty bands are presented as Fig.4.
Trends charts can help to identify the certainty associated with the outputs. As it is evident from the Fig.4, a, the CCI is greater than 1.42 with a certainty of 90 %. This shows the efficient cuttings transport in the proposed well. Analysis of the transport velocity and transport ratio also confirms the effective cuttings transport. For further optimization of CCI or any other cuttings transport indicator, certainty of the results should be considered, especially when input data are uncertain, as in the case of this study.
Z?
2 fin
Nozzle velocity, m/s
■s
2 fin
1.200 00 1.600.00 2,000 00 2,«0.00 2,800.00 3.200.00 3.600.00 4 000.00 4.40C.OO 4SOO.OO
Bit hydraulic power, kW
o
S-H fin
4,21)0.00 4,000.00 3,300.00 3,600.00 3,400,00 3,200,00 3,000.00 2,300.00 2,500.00 2,400.00 2,200.00 2,000,00 1,300.00
Jet impact force, N
10 % 25 % 50 % 90 %
Fig.1. Occurrence probabilities of nozzle velocity (a), bit hydraulic power (b) and jet impact force (c)
Fig.2. Certainty bands associated with nozzle velocity (a), hydraulic power (b) and jet impact force (c)
a
a
b
b
c
c
1.00 1.20 1.40 1.60 1 80 2.00 2.2 ; 2.4; 2.60 2.30 3 00
CCI
■S
o
S-H fin
Transport velocity, m/s
Transport ratio
Fig.3. Occurrence probabilities of CCI (a), transport velocity (b) and transport ratio (c)
10 %
25 %
50 %
90 %
Fig.4. Certainty bands associated with CCI (a) and transport ratio (b)
Conclusion. One of the most important drilling fluid functions is efficient hole cleaning, which is necessary for an effective drilling practice with minimum operational difficulties. As all hole cleaning optimization models require variety of uncertain input data, the output also will be an uncertain value. In this work, using Monte Carlo simulation, a simple probabilistic study was conducted on traditional hole cleaning models to quantify the level of certainty/uncertainty in the calculation procedure. This approach may ensure a more reliable decision about optimiza-
tion. Following conclusions can be made based on the obtained results:
• Results confirm that in the case of uncertain input data, there will be some extent of uncertainty in the parameters of hole cleaning optimization, i.e., nozzle velocity, bit hydraulic power, jet impact force, CCI, transport velocity and transport ratio.
• With known certainty level of each parameter, a more reliable decision can be made for further hole cleaning optimization.
a
a
b
b
c
• CCI had a value of greater than 1.42 with a certainty of 90 %, which indicates the efficient cuttings transport in the proposed well.
• Obtained occurrence probabilities of transport velocity and transport ratio also confirm the efficient cuttings transport in the proposed well.
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Author Seyyed Shahab Tabatabaee Moradi, PhD, Assistant Professor, s.sh.tabatabaee@gmail.com, https://orcid.org/0000-0002-1484-6926 (Sahand University of Technology, Tabriz, Iran).
