Research advances and debates on tubular mechanics in oil and gas wells

Abstract Tubular strings in oil and gas wells are the backbone and central nervous system of oil and gas drilling and production operations. Tubular mechanics in oil and gas wells is the most important applied fundamental science in petroleum and gas engineering. This paper first introduces monographs on tubular mechanics in oil and gas wells, as well as scholars engaged in investigating this field. Then the methods used in this research are explored, and basic concepts are clarified. The paper then focuses on research progress and debates about the fundamental principles of tubular mechanics in oil and gas wells, the motion states of tubular strings in oil and gas wells, the fundamental equations for dynamic analysis of the rod and pipe string in oil and gas wells, the stability of the rod and pipe string in oil and gas wells, the steady-state tension and torque in the rod and pipe strings in oil and gas wells, three-dimensional mechanical analysis of the bottom hole assembly, the drill string dynamics, casing string mechanical analysis, testing string mechanical analysis, fracturing/water injection/steam injection tubing string mechanical analysis, diagnosis and parameter optimization of the sucker rod pump system as well as energy savings, vibration of the gas production tubing string, impact vibration of the string, expansion screen pipe/casing mechanical analysis, riser string and deepwater pipeline mechanical analysis, vibration wave signal transmission in the string, wear and corrosion as well as erosion of the string, and residual strength and fatigue strength forecasts, connections mechanical analysis, strength design and verification of the string. In the end, the paper discusses key future research directions.

[1]  Keith K. Millheim,et al.  The Effect of Bottomhole Assembly Dynamics on the Trajectory of a Bit , 1981 .

[2]  Zou Hai-yang.  Dynamic characteristics and failure mechanism of drill string in straight hole with air drilling , 2008 .

[3]  Catalin Teodoriu,et al.  Model Development of Torsional Drillstring and Investigating Parametrically the Stick-Slips Influencing Factors , 2013 .

[4]  Rita G. Toscano,et al.  On the Reliable Modeling of the Collapse and Post-Collapse Behavior of Pipelines , 2009 .

[5]  H.-S. Ho.  General Formulation of Drillstring Under Large Deformation and Its Use in BHA Analysis , 1986 .

[6]  Tong Hua,et al.  Research on dynamics model of full hole drilling-string system with three-dimensional trajectory , 2008 .

[7]  Li Zi-feng.  Influence of internal and external pressure on equivalent axis force and stability of pipe string in oil wells , 2011 .

[8]  Zhu Xiaohua,et al.  A study on the drill pipe erosion law in gas drilling , 2010 .

[9]  Deli Gao,et al.  Buckling Analysis of Tubular Strings in Horizontal Wells , 2015 .

[10]  Luan Yi-xiu.  METHODOLOGY OF FLUID-STRUCTURE INTERACTION OF ROTARY SLENDER BEAM IN PIPE , 2011 .

[11]  Zhang Yan-ming.  Numerical simulation on interface coupling of rotary slender pipe and fluid in cylinder , 2011 .

[12]  S. G. Gibbs.  Predicting the Behavior of Sucker-Rod Pumping Systems , 1963 .

[13]  Zhao Jin-hai.  A preliminary study on dynamic influencing factors for bottom-hole assembly with bending angle or bias axis , 2003 .

[14]  T. M. Warren,et al.  Drillstring Component Mass Imbalance: A Major Source of Downhole Vibrations , 1996 .

[15]  Ahmet S. Yigit,et al.  COUPLED AXIAL AND TRANSVERSE VIBRATIONS OF OILWELL DRILLSTRINGS , 1996 .

[16]  Jiao Yong.  DYNAMIC BIFURCATION OF THE DRILLSTRING IN VERTICAL SECTION , 2000 .

[17]  Hu Yi-bao.  INFLUENCE OF ROTARY TABLE SPEED ON THE DYNAMIC CHARACTERISTICS OF DRILLSTING IN INCLINED STRAIGHT HOLE , 2010 .

[18]  Ioannis K. Chatjigeorgiou,et al.  Numerical simulation of the chaotic lateral vibrations of long rotating beams , 2013, Appl. Math. Comput..

[19]  Guo Yong.  Prediction of Drilling Drag and Torque in Horizontal Wells of Offshore Oilfield by Nonlinear FEM , 2003 .

[20]  S. G. Gibbs.  Design and diagnosis of deviated rod-pumped wells , 1992 .

[21]  Xiu De-yan.  The secondary flow in Newtonian fluid flow in annulus with the inner cylinder executing a planetary motion , 2005 .

[22]  Deli Gao,et al.  Helical buckling of a thin rod with connectors constrained in a cylinder , 2014 .

[23]  Xu Zhiqian.  Analysis on mechanics and fatigue reliability of casing string during casing drilling , 2009 .

[24]  Wang Wei.  Acoustical propagation characteristics of the communication channel of downhole drill string , 2013 .

[25]  Catalin Teodoriu,et al.  Structural reliability: Assessing the condition and reliability of casing in compacting reservoirs , 2011, IPTC 2011.

[26]  Zhou Xing-mei.  Application Possibilities of Tubular Mechanics in Oil-gas Wells in Micro / Nano Systems , 2010 .

[27]  I Gas.  ANALYSIS OF LONGITUDINAL VIBRATION OF DRILL-STRING , 2004 .

[28]  Marian Wiercigroch,et al.  Galerkin projections for state-dependent delay differential equations with applications to drilling , 2013 .

[29]  Zifeng Li.  Using the Fictitious Force to Judge the Stability of Pipe String is Wrong , 2013 .

[30]  Liu Jian-jun.  Effect produced by perforation on counter-extrusion intensity of casing , 2008 .

[31]  Robert F. Mitchell.  New concepts for helical buckling , 1988 .

[32]  Hao Xin-shan,et al.  Three High Gas Wells Column Injury Status Research and Development , 2010 .

[33]  Fei Yin,et al.  Mechanical analysis and design of casing in directional well under in-situ stresses , 2014 .

[34]  V. I. Gulyayev,et al.  Nonholonomic dynamics of drill string bit whirling in a deep bore-hole , 2013 .

[35]  Ramadan Ahmed,et al.  Dynamic Analysis of Stick-Slip Motion of Drillstring While Drilling , 2011 .

[36]  Zifeng Li.  Casing cementing with half warm-up for thermal recovery wells , 2008 .

[37]  Zhiqian Xu.  Strength Time Varying Analysis of Casing with CO_2 Corrosion Defects , 2014 .

[38]  Song Zhiwu.  DESIGN OF A DRILLING TOOL FOR VERTICAL DRILLING AUTOMATICALLY , 2007 .

[39]  Zifeng Li,et al.  Mechanical Analysis of Tubing String in Fracturing Operation , 2013 .

[40]  Li Ya.  TRI-AXIAL TENSION STRENGTH OF THICK-WALLED CASING STRINGS BASED ON UNIFIED STRENGTH THEORY , 2015 .

[41]  Feng Ziming,et al.  New Secondary Balancing Method Saves Energy for Crank-Balanced Rod-Pumping Application , 2015 .

[42]  Li Chen.  Modeling and simulation analysis for an acoustic isolation structure in a drillstring channel , 2013 .

[43]  Wei Feng,et al.  A fluid-solid coupled oscillation model for completion string and its application in high pressure gas well , 2011 .

[44]  Feng Lin-xian.  New Method on Calculation of Torque and Drag Based on Drilling String System Dynamics , 2007 .

[45]  Catalin Teodoriu,et al.  A comparative review of modelling and controlling torsional vibrations and experimentation using laboratory setups , 2013 .

[46]  Rita G. Toscano,et al.  New Sucker-Rod Connection Designed for High-Load Applications , 2009 .

[47]  Robello Samuel,et al.  Simplified model for expansion and contraction of slotted tubulars , 2010 .

[48]  Rita G. Toscano,et al.  Effects of internal/external pressure on the global buckling of pipelines , 2001 .

[49]  I. Rey-Fabret,et al.  Detecting Whirling Behaviour of the Drill String From Surface Measurements , 1997 .

[50]  Zhang Wei.  Analysis on longitudinal vibration of drill string and the corresponding application , 2011 .

[51]  Balakumar Balachandran,et al.  Geometrically exact planar beams with initial pre-stress and large curvature: Static configurations, natural frequencies, and mode shapes , 2014 .

[52]  G.H.M. van der Heijden,et al.  A graphical criterion for the instability of elastic equilibria under multiple loads: with applications to drill-strings , 2013 .

[53]  Catalin Teodoriu,et al.  Sealing Capacity of API Connections--Theoretical and Experimental Results , 2009 .

[54]  Zhao Jun-ha,et al.  Collapsing strength for petroleum casing string based on unified strength theory , 2013 .

[55]  Guang Meng,et al.  Coupled axial-torsional dynamics in rotary drilling with state-dependent delay: stability and control , 2014 .

[56]  Zhuo Zhuang,et al.  Development of X-FEM methodology and study on mixed-mode crack propagation , 2011 .

[57]  Li Chun-shan.  Drilling string vibration online monitoring and its application , 2013 .

[58]  Deli Gao,et al.  Sinusoidal buckling of a thin rod with connectors constrained in a cylinder , 2014 .

[59]  Chen Zuxi,et al.  EQUIVALENT LOADING METHOD FOR SOLVING BEAM-COLUMN WITH INITIAL BENDING AND ITS APPLICATION IN DRILLING ENGINEERING , 2004 .

[60]  Jan Dirk Jansen.  Whirl and Chaotic Motion of Stabilized Drill Collars , 1992 .

[61]  Deli Gao,et al.  Helical buckling of a thin rod with connectors constrained in a torus , 2015 .

[62]  W. W. Fleckenstein,et al.  Simulation of Collapse Loads on Cemented Casing Using Finite Element Analysis , 2003 .

[63]  Zifeng Li,et al.  Fundamental Equations for Dynamic Analysis of Rod and Pipe String in Oil-Gas Wells and Application in Static Buckling Analysis , 2002 .

[64]  Jiazhi Bai,et al.  Bottom Hole Assembly Problems Solved by Beam-Column Theory , 1982 .

[65]  Wang Peng,et al.  Prebending Coiled Tubing and Its Fatigue Life Prediction , 2012 .

[66]  Zifeng Li,et al.  A Steady Tension-Torque Model for Drillstring in Horizontal Wells , 1993 .

[67]  Yang Xinjun,et al.  Mechanics model for interaction between creep formation and oil well casing , 2009 .

[68]  Min Zhao,et al.  Transverse Vibration Analysis of the Riser in Deep Water , 2015 .

[69]  Baozhi Zhu,et al.  Low Cycle Fatigue Analysis of Threaded Connectors for Subsea Drilling and Production , 2013 .

[70]  Xu Yingxin.  Theory and Applications of Mechanical Analysis of Tubing String in Fracturing Operation , 2012 .

[71]  Shmuel Katz,et al.  The post-buckling behavior of a beam constrained by springy walls , 2015 .

[72]  Liao Hua-lin.  REMAINING STRENGTH CALCULATION OF INTERNAL WALL WORN CASING IN DEEP AND ULTRA-DEEP WELLS , 2010 .

[73]  B. Balachandran,et al.  State-Dependent Delay Influenced Drill-String Oscillations and Stability Analysis , 2014 .

[74]  Zifeng Li.  Comment on “A simple and accurate numeric solution procedure for nonlinear buckling model of drill string with frictional effect” by Sun Youhong, Yu Yongping, Liu Baochang [J. Petrol. Sci. Eng. 128(2015)44–52] , 2016 .

[75]  Wenhu Huang,et al.  A 3D Analysis of a Bottomhole Assembly Under Large Deflection , 1996 .

[76]  V. I. Gulyayev,et al.  Drill String Bit Whirl Simulation With the Use of Frictional and Nonholonomic Models , 2016 .

[77]  Hu Yi-bao.  Dynamics model and whirl features' simulation of bottom hole assembly , 2010 .

[78]  Liqiang Chen,et al.  [A review on applications of tubular mechanics in medicine]. , 2011, Sheng wu yi xue gong cheng xue za zhi = Journal of biomedical engineering = Shengwu yixue gongchengxue zazhi.

[79]  Eduardo N. Dvorkin,et al.  Finite element models of octg threaded connections , 1993 .

[80]  Rita G. Toscano,et al.  Low SCF Integral Premium Connections for Use in Highly Demanding Casing and Tubing Drilling Operations , 2004 .

[81]  Z Li.  Fundamental equations and its applications for dynamical analysis of rod and pipe string in oil and gas wells. , 1999 .

[82]  Wang Wei.  Influence of the drill-string structure diversity on acoustic transmission characteristics , 2012 .

[83]  Baochang Liu,et al.  Closed form solutions for predicting static and dynamic buckling behaviors of a drillstring in a horizontal well , 2015 .

[84]  Han Zhi-yong.  Discussing on formula of tri-axial tension strength of casing string , 2011 .

[85]  J. Cheatham,et al.  Tubing and Casing Buckling in Horizontal Wells (includes associated papers 21257 and 21308 ) , 1990 .

[86]  Zhang Hanlin.  Dynamic features of bottom hole assembly and borehole deviation mechanism in air drilling , 2008 .

[87]  V. A. Dunayevsky,et al.  Dynamic Stability of Drillstrings Under Fluctuating Weight on Bit , 1993 .

[88]  C. Teodoriu,et al.  Casing Failure Mechanism and Characterization under HPHT Conditions in South Texas , 2013 .

[89]  Rita G. Toscano,et al.  DETERMINATION OF THE COLLAPSE AND PROPAGATION PRESSURE OF ULTRA-DEEPWATER PIPELINES , 2003 .

[90]  Deli Gao,et al.  Boundary Conditions: A Key Factor in Tubular-String Buckling , 2015 .

[91]  Di Qin-feng.  Primary research on vertical and fast drilling technology with pre-bending dynamic method , 2003 .

[92]  Cheng Li.  Acoustic Transmission and Measurement Method for Near-bit Dynamic Force Signal of Bottom Drill String , 2009 .

[93]  Tong Hua.  Vibrating characteristics of drill string in gas drilling and its control measures , 2012 .

[94]  Rita G. Toscano,et al.  DEEPWATER PIPELINES: RELIABILITY OF FINITE ELEMENT MODELS IN THE PREDICTION OF COLLAPSE AND COLLAPSE PROPAGATION LOADS , 2006 .

[95]  Catalin Teodoriu,et al.  The Application of An Analytical Model for the Controlled Makeup of Rotary Shouldered Connections in the Field , 2005 .

[96]  Rubens Sampaio,et al.  Measuring the efficiency of vertical drill-strings: A vibration perspective , 2013 .

[97]  Catalin Teodoriu,et al.  Friction Considerations in Rotary Shouldered Threaded Connections , 2007 .

[98]  Vamegh Rasouli,et al.  Geomechanical and Numerical Studies of Casing Damages in a Reservoir with Solid Production , 2016, Rock Mechanics and Rock Engineering.

[99]  H. Ho,et al.  An Improved Modeling Program for Computing the Torque and Drag in Directional and Deep Wells , 1988 .

[100]  Li Zi-feng.  CASING CEMENTING WITH INTERNAL PREPRESSURIZATION FOR THERMAL RECOVERY WELLS , 2008 .

[101]  Chen Ken.  Analysis of Acoustic Transmission Method in the Periodic Cascade Channel with its Application to Drill Pipes , 2009 .

[102]  Boyun Guo,et al.  Analysis of Longitudinal Vibration of Drill String in Air and Gas Drilling , 2007 .

[103]  J. Cheatham,et al.  Tubing and casing buckling in horizontal wells , 1990 .

[104]  Shimin Dong,et al.  A New Simulation Model for a Beam-Pumping System Applied in Energy Saving and Resource-Consumption Reduction , 2015 .

[105]  Guang Meng,et al.  Nonlinear motions of a flexible rotor with a drill bit: stick-slip and delay effects , 2013 .

[106]  Ramadan Ahmed,et al.  Influence of Dynamic Drilling Parameters on Axial Load and Torque Transfer in Extended-Reach Horizontal Wells , 2014 .

[107]  Curtis Cheatham,et al.  Dynamic Model for Stiff-String Torque and Drag (see associated supplementary discussion) , 2014 .

[108]  Yongping Yu,et al.  A simple and accurate numeric solution procedure for nonlinear buckling model of drill string with frictional effect , 2015 .

[109]  Luciano Mantovano,et al.  On the Influence of the UOE Process on Collapse and Collapse Propagation Pressure of Steel Deepwater Pipelines Under External Pressure , 2007 .

[110]  Michael Neubert,et al.  Lateral Drillstring Vibrations in Extended-Reach Wells , 2000 .

[111]  Gioia Falcone,et al.  Comparing completion design in hydrocarbon and geothermal wells: The need to evaluate the integrity of casing connections subject to thermal stresses , 2009 .

[112]  Balakumar Balachandran,et al.  Drill-String Dynamics: Reduced-Order Models and Experimental Studies , 2011 .

[113]  L Shang,et al.  Calculation of frictional drag of casing running in horizontal well based on ANSYS , 2007 .

[114]  Cai Yong.  BACK ANALYSIS OF RESERVOIR STRESS FIELD WITH LOGGING DATA OF CASING DEFORMATION , 2007 .

[115]  Rapier Dawson.  Drill Pipe Buckling in Inclined Holes , 1982 .

[116]  Catalin Teodoriu,et al.  Estimation of Casing-Cement-Formation Interaction using a new analythical model , 2010 .

[117]  R. Sampaio,et al.  Drill-string horizontal dynamics with uncertainty on the frictional force , 2013 .

[118]  Wang Xin-wei.  Helix Buckling of a Slender Rod in Inclined Cylinder:Analysis with Euler-Rodrigues Parameters , 2012 .

[119]  Rita G. Toscano,et al.  Experimental/numerical analysis of the collapse behavior of steel pipes , 2000 .

[120]  Zifeng Li.  Comments on “Dynamic Model for Stiff-String Torque and Drag” [published by Tikhonov, Vadim; Valiullin, Khaydar; Nurgaleev, Albert; Ring, Lev; Gandikota, Raju; Chaguine, Pavel; Cheatham, Curtis, SPE Drill. Compl. 29(3) 279–294] , 2015 .

[121]  Chen Feng.  Study on drill pipe erosion of gas carrying cuttings in gas drilling , 2010 .

[122]  Zifeng Li.  Tubular mechanics in oil-gas wells and its applications , 2016 .

[123]  Xu Yandong,et al.  Mechanical analysis of pipe string in formation testing , 2011 .

[124]  I Gas.  THREE DIMENSIONAL MECHANIC ANALYSIS OF THE TESTING STRING IN DEEP WELL WITH HIGH TEMPERATURE AND HIGH PRESSURE , 2000 .

[125]  Liang Erguo.  Research and development of drill string mechanics , 2008 .

[126]  C. A. Johancsik,et al.  Torque and drag in directional wells-prediction and measurement , 1983 .

[127]  T. M. Warren,et al.  Experimental Evaluations of Drill Bit and Drill String Dynamics , 1994 .

[128]  Xiaohua Zhu,et al.  A New High Collapse OCTG Collapse Strength Model Based on Twin Shear Unified Strength Theory , 2016 .

[129]  Li Zifen,et al.  MATHEMATICAL MODEL FOR PREDICTING WELL BORE TRAJECTORY , 1995 .

[130]  Han Lai-j.  A casing design method based on strain variations for wells in thermal recovery processes , 2014 .

[131]  WU Ze-bing.  SIMULATION OF DRILL STRING'S LONGITUDINAL VIBRATION , 2000 .

[132]  Chen Zhaowei.  Equivalent external casing pressure in rheological strata , 2012 .

[133]  Catalin Teodoriu,et al.  HPHT gas well cementing complications and its effect on casing collapse resistance , 2012 .

[134]  Cai Meng.  Normal stress distribution on the inner cylinder forced by power law fluid flowing in annulus with inner cylinder executing a planetary motion , 2007 .

[135]  Shao Dong-don.  Experiment on lateral vibration characteristics of horizontal rotary drilling string , 2013 .

[136]  Marian Wiercigroch,et al.  Drill-string vibration analysis using non-smooth dynamics approach , 2012 .

[137]  Li Zhi-gang.  Research on the mechanical model and natural frequencies of torsion vibration of the rod string of screw production systems , 2006 .

[138]  Shi Yucai.  EXPERIMENTAL RESEARCH ON MOTION STATES OF BOTTOM DRILLING STRING IN HORIZONTAL WELL , 2013 .

[139]  Zifeng Li.  Casing Cementing with Internal Pre-pressurization for Thermal Recovery Wells , 2008 .

[140]  Robert F. Mitchell.  Buckling behavior of well tubing: the packer effect , 1982 .

[141]  M. B. Friedman,et al.  Three-Dimensional Force and Deflection Analysis of a Variable Cross Section Drill String , 1977 .

[142]  M. Zacksenhouse,et al.  Field Measurements of Downhole Drillstring Vibrations , 1985 .

[143]  郭隐彪,et al.  Research on the residual error evaluation method for deterministic polishing of aspheric optics , 2014 .

[144]  Balakumar Balachandran,et al.  Draft: Stick-Slip Motions of a Rotor-Stator System , 2014 .

[145]  Zifeng Li.  Mechanical analysis of tubing string in well testing operation , 2012 .

[146]  Wang Zheng.  STUDY ON BIFURCATION FOR TENSILE ROTATING DRILLSTRING IN VERTICAL SECTION OF WELL , 2001 .

[147]  Han Zhi-yong.  Discussion on the new design standard for tri-axial stress anti-collapse strength of casing string , 2004 .

[148]  Li Zifeng,et al.  Mathematical Models for 3D Analysis of Rotary Steering BHA Under Small Deflection , 2008 .

[149]  Curtis Cheatham,et al.  Dynamic Model for Stiff String Torque and Drag , 2013 .

[150]  Thiago G. Ritto,et al.  Bayesian approach to identify the bit–rock interaction parameters of a drill-string dynamical model , 2015 .

[151]  Gao Deli.  The Configuration of Tensioned Collar and Its Function of Deviation Control and Vibration Diminish , 2007 .

[152]  L. B. Hilbert,et al.  Evaluation of Premium Threaded Connections Using Finite-Element Analysis and Full-Scale Testing , 1992 .

[153]  Li Zhi-gang.  Acoustical Properties Experimental Study within Drill Strings , 2009 .

[154]  Balakumar Balachandran,et al.  Parametric studies on drill-string motions , 2012 .

[155]  Li Zifeng.  An inevitable way in drill-string whirling research:combination of drilling fluid power lubrication with drill string dynamics , 2013 .

[156]  Tian Xinmin.  Swirling analysis of drilling strings and anti-whirl stabilizers design , 2008 .

[157]  Robert F. Mitchell,et al.  Simple Frictional Analysis of Helical Buckling of Tubing , 1986 .

[158]  Liu Yong-wang.  Acoustic transmission properties in drill string , 2010 .

[159]  Rita G. Toscano,et al.  Performance of the QMITC element in two-dimensional elasto-plastic analyses , 1996 .

[160]  Li Xuejiao,et al.  Pre-bending coiled tubing and its fatigue life prediction , 2012 .

[161]  Li Ping.  Theoretical Solution of Casing Loads in Rheological Formation in Tectonic Stress Field , 2007 .

[162]  Ramadan Ahmed,et al.  Measuring and Controlling Torsional Vibrations and Stick-Slip in a Viscous-Damped Drillstring Model , 2011, IPTC 2011.

[163]  P. Paslay,et al.  The Stability of a Circular Rod Laterally Constrained to Be in Contact With an Inclined Circular Cylinder , 1964 .

[164]  Chen Guo-min.  Advances in technology of deepwater drilling riser and wellhead , 2013 .

[165]  M. C. Sheppard,et al.  Designing well paths to reduce drag and torque , 1987 .

[166]  G. Robello Samuel,et al.  Formulas and Calculations for Drilling Operations , 2010 .

[167]  Ahmet S. Yigit,et al.  Active Control of Stick-Slip Vibrations: The Role of Fully Coupled Dynamics , 2001 .

[168]  Krishnan Nandakumar,et al.  Stability analysis of a state dependent delayed, coupled two DOF model of drill-stringvibration , 2013 .