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CTD Procedure and Task List

The following list is a summary of procedures and tasks associated with planning and
preparing a generic CTD operation. The purpose of this list is to provide the starting
point for a specific CTD operation.
1.

Well Planning
1.1. CTD Engineer
1.1.1. State Permit
1.1.1.1.
Notification/Reporting Requirements
1.1.1.2.
Contact Numbers
1.1.2. Operations Procedure
1.1.2.1.
Target Definition
1.1.2.2.
Geologic Summary
1.1.2.3.
Mud/Fluids Design/specifications
1.1.2.4.
Emergency Response Plan
1.1.2.4.1. Chain of Command
1.1.2.4.2. Notification Chain
1.1.2.4.3. Emergency Contact Numbers
1.1.2.4.4. Plan Details
1.1.2.5.
Emergency Action Plan
1.1.2.5.1. Chain of Command
1.1.2.5.2. Notification Chain
1.1.2.5.3. Emergency Contact Numbers
1.1.2.5.4. Plan Details
1.1.2.6.
Reporting Requirements
1.1.2.7.
Drawings, Plots, and Schematics
1.1.2.7.1. Directional Plot
1.1.2.7.2. Target Map
1.1.2.8.
Contingencies
1.1.2.9.
Supporting technical information
1.1.2.9.1. CT specifications
1.1.2.9.2. Pressure drops
1.1.2.9.3. Predicted loads (CT simulator)
1.1.2.9.4. Motor performance curve
1.1.3. AFE/Cost Authorization
1.2. Wellsite Geologist
1.2.1. Possible Lost Circulation Zones
1.2.2. Possible Over-pressured Zones
1.2.3. Geologic Stratigraphic Column
1.2.4. Geologic Description of Intervals to be drilled
1.2.5. Location of faults
1.2.6. Drilling history of original well/primary cement job details (plus any
production logging results verifying isolation)
1.2.7. Close approaches

CTD Procedure and Task List

1.3.

2.

Standard Operating Procedure


1.3.1. Notification of affected operations
1.3.2. Well History
1.3.2.1.
Completion Diagram
1.3.2.2.
Well Operations Telex File
1.3.2.3.
Gyro Survey
1.3.2.4.
Pertinent log copies
1.3.2.5.
Site Plan/Footprint
Equipment Requirements
2.1. Drilling contractor
2.1.1. Drilling tower if required
2.1.1.1.
Hazop/Hazid criteria met
2.1.1.1.1. Responsibilities
2.1.1.1.2. Chain of Command
2.1.1.1.3. Specific Skills Required
2.1.1.1.4. Support Requirements
2.1.1.1.5. Contingency Plans/Emergency Procedures
2.1.1.1.6. Safety Issues/Weather
2.1.1.2.
Rig Up/Rig Down procedure
2.1.1.3.
Crew training in Rig up/Rig down
2.1.1.4.
Maintenance/Inspection
2.1.1.4.1. Maintenance Procedure
2.1.1.4.2. Inspection Procedure
2.1.1.5.
Documentation
2.1.1.5.1. Materials
2.1.1.5.2. Manufacture
2.1.1.6.
Equipment Checklist
2.1.2. CT Unit
2.1.2.1.
Hazop/Hazid criteria met
2.1.2.1.1. Responsibilities
2.1.2.1.2. Chain of Command
2.1.2.1.3. Specific Skills Required
2.1.2.1.4. Support Requirements
2.1.2.1.5. Contingency Plans/Emergency Procedures
2.1.2.1.6. Safety Issues
2.1.2.2.
Crew Training
2.1.2.3.
Maintenance/Inspection
2.1.2.3.1. Maintenance Procedure
2.1.2.3.2. Inspection Procedure
2.1.2.4.
Equipment Checklist
2.1.3. Downhole Drilling Tools
2.1.3.1.
Hazop/Hazid criteria met
2.1.3.1.1. Responsibilities
2.1.3.1.2. Chain of Command
2.1.3.1.3. Specific Skills Required
2.1.3.1.4. Support Requirements

CTD Procedure and Task List

2.1.3.1.5.
2.1.3.1.6.

2.1.3.2.
2.1.3.2.1.
2.1.3.2.2.
2.1.3.2.3.

2.1.3.3.
2.1.3.3.1.
2.1.3.3.2.

2.1.3.4.
hole
2.1.3.4.1.
2.1.3.4.2.
2.1.3.4.3.
2.1.3.4.4.
2.1.3.4.5.

2.1.3.5.
2.1.3.5.1.

2.1.3.5.2.

2.1.3.6.
2.1.4. CT
2.1.4.1.

Contingency Plans/Emergency Procedures


Safety Issues
Procedures for pre-site preparations
Welding Procedure for Butt Welding CT
Inspection/X-ray Procedure of weld
Installation Procedure for CT Connector
Procedures for on-site pick up and make up of tools
Pick-up and Handling Procedure
Makeup Procedure CT Connector
MWD Company - Testing, inspections, and running in
Electronic Test Procedure
Hydraulic Test Procedure
Pressure Test Procedure
Pull Test Procedure
Troubleshooting Procedure
Information recovery and application
Calibration Procedure for Surface Read-out
Equipment
Data Storage and Transmission Procedure
Equipment Checklist

Hazop/Hazid criteria met


2.1.4.1.1. Responsibilities
2.1.4.1.2. Chain of Command
2.1.4.1.3. Specific Skills Required
2.1.4.1.4. Support Requirements
2.1.4.1.5. Contingency Plans/Emergency Procedures
2.1.4.1.6. Safety Issues
2.1.4.2.
Maintenance/Inspection
2.1.4.2.1. Fatigue Tracking
2.1.4.2.2. Inspection Procedure
2.1.5. Surface Controls Systems
2.1.5.1.
Hazop/Hazid criteria met
2.1.5.1.1. Responsibilities
2.1.5.1.2. Chain of Command
2.1.5.1.3. Specific Skills Required
2.1.5.1.4. Support Requirements
2.1.5.1.5. Contingency Plans/Emergency Procedures
2.1.5.1.6. Safety Issues
2.1.5.2.
Maintenance/Inspection - Electric/Hydraulic
Testing/Maintenance Procedure
2.1.5.3.
Equipment Checklist
2.1.6. Reel - Maintenance/Inspection
2.1.7. Lubricator if required
2.1.7.1.
Maintenance/Inspection

CTD Procedure and Task List

Maintenance Procedure
2.1.7.1.2. Inspection Procedure
2.1.7.2.
Documentation
2.1.7.2.1. Materials
2.1.7.2.2. Manufacture
2.1.8. Injector Head/Guide arch - Inspection requirements
PDM Company / MWD Company
2.2.1. Downhole Motor/Steering Tools
2.2.1.1.
Hazop/Hazid criteria met
2.2.1.1.1. Responsibilities
2.2.1.1.2. Chain of Command
2.2.1.1.3. Specific Skills Required
2.2.1.1.4. Support Requirements
2.2.1.1.5. Contingency Plans/Emergency Procedures
2.2.1.1.6. Safety Issues
2.2.1.2.
Procedures for pre-site preparations
2.2.1.3.
Procedures for on-site pick up and make up of tools
(Make-up Procedure/Torque Requirements)
2.2.1.4.
Maintenance/Inspection
2.2.1.4.1. Maintenance Procedure
2.2.1.4.2. Inspection Procedure
2.2.1.5.
Drilling
2.2.1.6.
Information recovery and application
2.2.1.6.1. Calibration Procedure for Surface Read-out
Equipment
2.2.1.6.2. Data Storage and Transmission Procedure
Drilling Fluids
2.3.1. Solids Control
2.3.1.1.
Operation Procedure
2.3.1.2.
QA/QC Checks
2.3.1.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.3.1.3.1. H2S/Methane/CO Monitors with remotes
2.3.1.3.2. Pit Level Monitors
2.3.1.3.3. Fluid Overflow
2.3.1.4.
Personnel Experience/Training
2.3.2. Well Fluids
2.3.2.1.
QA/QC during Make-up
2.3.2.2.
Rheology Testing during/after Make-up
2.3.2.3.
Rheology Testing On-site (Daily)
Fluid Pumping Equipment
2.4.1. Pumping Equipment
2.4.1.1.
Operation Procedure - Equipment Limitations
2.4.1.2.
Maintenance/Inspection
2.4.1.2.1. Maintenance Procedure
2.4.1.2.2. Inspection Procedure
2.1.7.1.1.

2.2.

2.3.

2.4.

CTD Procedure and Task List

2.5.

2.6.

2.4.2. Piping and Valves


2.4.2.1.
Make-up Procedure
2.4.2.2.
Testing Procedure - Pressure Limitations
2.4.2.3.
Maintenance/Inspection
2.4.2.3.1. Maintenance Procedure
2.4.2.3.2. Inspection Procedure
Trucking Company
2.5.1. Winch Trucks
2.5.2. Vacuum Trucks
2.5.3. Cranes
2.5.3.1.
Operation Procedure
2.5.3.2.
QA/QC Checks
2.5.3.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.5.3.4.
Personnel Qualification/Experience/Training
2.5.3.5.
Ground Support Personnel Training
2.5.3.6.
Weather Limitations/De-ratings
2.5.4. Personnel Lift
2.5.4.1.
Operation Procedure
2.5.4.2.
QA/QC Checks
2.5.4.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.5.4.4.
Personnel Training
Miscellaneous Equipment
2.6.1. Heaters
2.6.1.1.
Operation Procedure
2.6.1.2.
QA/QC Checks
2.6.1.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.6.2. Light Towers
2.6.2.1.
Operation Procedure
2.6.2.2.
QA/QC Checks
2.6.2.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.6.3. Cranes
2.6.3.1.
Operation Procedure
2.6.3.2.
QA/QC Checks
2.6.3.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.6.3.4.
Personnel Qualification/Experience/Training
2.6.3.5.
Ground Support Personnel Training
2.6.3.6.
Weather Limitations/De-ratings
2.6.4. Personnel Lift
2.6.4.1.
Operation Procedure
2.6.4.2.
QA/QC Checks

CTD Procedure and Task List

3.

2.6.4.3.
Verify Operation and Correct Settings of Safety
Systems/Alarms
2.6.4.4.
Personnel Training
2.7. Whipstock supplier
2.7.1. Materials traceability
2.7.2. Manufacturing QA/QC
2.7.3. Maintenance/Inspection
2.7.3.1.
Maintenance Procedure
2.7.3.2.
Inspection Procedure
2.8. BOP - Flow cross, hoses, choke manifold
2.8.1. Materials traceability
2.8.2. Manufacturing QA/QC
2.8.3. Maintenance/Inspection
2.8.3.1.
Maintenance Procedure
2.8.3.2.
Inspection Procedure
2.9. Mills, Flex joints, String Mills/Reamers
2.9.1. Materials traceability
2.9.2. Manufacturing QA/QC
2.9.2.1.
Manufacturing Tolerances
2.9.2.2.
Heat Treating Procedure
2.9.3. Maintenance/Inspection
2.9.3.1.
Maintenance Procedure
2.9.3.2.
Re-dressing Procedure
2.9.3.3.
Heat Treating Procedure
2.9.3.4.
Inspection Procedure
2.10. Wireline Company
2.10.1.
E-line Unit
2.10.2.
Whipstock Setting Tools
2.10.3.
Orienting/Correlating Equipment
2.10.4.
Lubricator and Pressure Control Equipment
2.11. Unocal operations
2.11.1.
Squeeze/Fluid Handling Unit, if required
2.11.1.1.
Hazop/Hazid criteria met
2.11.1.1.1. Responsibilities
2.11.1.1.2. Chain of Command
2.11.1.1.3. Specific Skills Required
2.11.1.1.4. Support Requirements
2.11.1.1.5. Contingency Plans/Emergency Procedures
2.11.1.1.6. Safety Issues
2.11.1.2.
Spill Contingency Plan
2.11.1.3.
Number of Personnel Required
2.11.1.4.
Personnel Training
2.11.2.
Fluid Storage Tanks
2.11.2.1.
Spill Control/Dikes
2.11.2.2.
Spill Contingency Plan
Pre-job Preparations

CTD Procedure and Task List

3.1.

3.2.

3.3.

3.4.

3.5.

3.6.

Unocal operations
3.1.1.1.
Site Preparation
3.1.1.2.
Leveling
3.1.1.3.
Access
3.1.1.4.
Possible Obstructions to other operations
3.1.1.5.
Shut-in surrounding wells for rig up
3.1.2. Agreement with production department regarding possibility of
sending various fluids down flow line
3.1.3. Auxiliary equipment to location
3.1.3.1.
Squeeze Unit
3.1.3.2.
Light Towers
3.1.3.3.
Heaters
3.1.3.4.
Tanks
3.1.3.5.
Bleed Trailer
3.1.4. Reserve Rig Up/Rig Down and Operations Equipment from
contractor
3.1.4.1.
Crane
3.1.4.2.
Loader/Fork Lift
3.1.4.3.
Trucks
3.1.4.4.
Personnel lift
3.1.5. Well/Wellhead/Flow line Preparations
3.1.5.1.
Tubing Integrity Test
3.1.5.2.
Shoot Annulus Fluid Level
3.1.5.3.
Grease all Christmas Tree Valves
3.1.5.4.
Skid choke inspected
3.1.6. Maintenance, QA/QC checks, Inspection, Training Verification
Drilling contractor
3.2.1. Injector head
3.2.2. CT Upper Connector installed
3.2.3. Pull Test Connector
Motor supplier
3.3.1. Bit made up to Motor Torque and Thread Lock per Make-up
Procedure
3.3.2. Motor Bend verified
Whipstock supplier
3.4.1. Verify correct Setting Tool with Wireline Company
3.4.2. Verify correct Orientation to Wireline POL Tool
3.4.3. Verify Measurements and Length to CCL - Detailed Drawing
including OD/ID/Length/Tray Length etc.
Wireline Services
3.5.1. Verify correct Setting Tool with Whipstock supplier
3.5.2. Verify correct Orientation to POL Tool
3.5.3. Verify Measurements and Length to CCL
3.5.4. Verify Tie-in Method and Correct Setting Depth
Unocal Operations
3.6.1. Mill Window with General Service CT Unit

CTD Procedure and Task List

4.

3.6.2. Drill Open Hole off Whipstock


3.6.2.1.
Open Hole length
3.6.2.2.
Information hand-over for Sidetrack Drilling
Operations
4.1. Transport to Location
4.1.1. Drilling contractor
4.1.1.1.
CT Unit
4.1.1.2.
Downhole Drilling Tools
4.1.2. Motor Supplier - Downhole Motor and Steering/GR Tools
4.1.3. Drilling fluids service company - Drilling Fluids
4.1.4. Support Contractor
4.1.4.1.
Winch Trucks
4.1.4.2.
Crane
4.1.4.3.
Vacuum Trucks
4.1.4.4.
Heaters
4.1.4.5.
Light Towers
4.1.4.6.
Crane
4.1.5. Whipstock supplier - Mills, Flex joints, String Mills/Reamers
4.2. Set In and Rig Up (Placement) of drilling rig Drilling contractor
4.3. BOP Testing, Preparation, and Inspection
4.3.1. BOP Test Procedure
4.3.2. Pressure Test Frequency
4.3.3. Function Test/Inspection Frequency
4.4. Pick up Tools
4.4.1. Drilling contractor - Downhole Drilling Tools
4.4.1.1.
Tool Pick-up and Make-up Procedure
4.4.1.2.
Test "Wet Connect" to downhole Tools
4.4.2. Motor Supplier - Downhole Motor and Steering/GR Tools
4.4.2.1.
Tool Pick-up and Make-up Procedure
4.4.2.2.
Test "Wet Connect" to downhole Tools
4.4.3. Whipstock supplier - Tool Pick-up and Make-up Procedure
4.5. Pressure Test
4.5.1. BHA and CT
4.5.2. Lubricator
4.6. RIH and Drilling
4.7. Tripping
4.7.1. Monitor Hole Fill
4.7.2. Open Hole Stability
4.7.3. Hole Cleaning
4.7.4. Monitor Tower Movement
4.7.5. Ledges
4.7.6. Tool face Orientation for movement through window
4.7.7. Short Tripping
4.8. Finish Drilling and Condition Hole
4.9. Completion Procedure
4.10. Rig Down

CTD Procedure and Task List

4.10.1.
Drilling contractor - Drilling Rig with CTD unit
4.10.2.
Motor Supplier - Downhole Motor and Steering/GR Tools
4.10.3.
Whipstock supplier - Mills, Flex joints, String Mills/Reamers
4.10.4.
Drilling Fluids Service Company
4.11. Follow-Up Evaluation and De-Briefing
4.11.1.
Unocal engineering
4.11.2.
Unocal operations
4.11.3.
Drilling contractor
4.11.4.
Motor Supplier
4.11.5.
Support Contractors
4.12. Contingencies
4.12.1.
Stuck Pipe
4.12.1.1.
Procedure for Working Stuck Pipe
4.12.1.1.1. Maximum Overpull
4.12.1.1.2. CT Cycles (With and Without Pressure)
4.12.1.1.3. Spotting fluid
4.12.1.1.4. Hydrostatic Reduction with N 2
4.12.1.2.
Disconnect Procedure
4.12.1.2.1. Decision Making Process
4.12.1.2.2. Procedure for Disconnect
4.12.1.2.3. Hole Clean up before POOH
4.12.1.2.4. Fishing Considerations
4.12.2.
Gas Kick/Blowout
4.12.2.1.
Kick Recognition
4.12.2.2.
Procedure for Circulating a Gas Kick Out to Surface
Equipment to Kill
4.12.2.2.1. Gas Handling Equipment at Surface
4.12.2.2.2. Equipment and Personnel Safety
4.12.2.2.3. Kill Sheet Calculation and Pump Schedule
4.12.2.2.4. Personnel Assignments during Kill Operation
4.12.2.2.5. Decision Process
4.12.2.3.
Procedure for Circulating a Gas Kick Down Flowline
4.12.2.3.1. Notify Unocal production department of Pumping
down Flowline
4.12.2.3.2. Kill Sheet Calculations and Pump Schedule
4.12.2.3.3. Decision Process
4.12.2.4.
Procedure for handling a gas kick while UnderBalanced Drilling
4.12.2.4.1. Switch to taking returns down Flowline and continue
Drilling
4.12.2.4.2. Monitor Hole Condition with frequent Short Trips
4.12.2.4.3. Decision Process
4.12.2.5.
Personnel Assignments
4.12.2.5.1. Unocal Operations Supervisor
4.12.2.5.2. CT Unit Supervisor
4.12.2.5.3. CT Unit Crew Members

CTD Procedure and Task List

Service Co. Personnel


4.12.2.5.5. Visitors on Location
4.12.2.6.
Emergency Response Plan
4.12.2.6.1. Chain of Command
4.12.2.6.2. Notification requirements
4.12.2.6.3. Emergency Numbers
4.12.3.
Procedure for Handling Lost Circulation
4.12.3.1.
Move Pipe to Avoid Sticking - Pull into Casing if
Massive Lost Circulation occurs
4.12.3.2.
Verify Rate of Lost Circulation
4.12.3.2.1. Monitor Returns to Surface
4.12.3.2.2. Circulate across Top of Hole through Mud Cross
4.12.3.3.
Overcoming Lost Circulation
4.12.3.3.1. Spot LCM Pill
4.12.3.3.2. Treat Mud System with LCM
4.12.3.3.3. Cement or Gel Squeeze
4.12.3.4.
Tool/BHA Plugging
4.12.4.
Location Shutdown (pad or platform)
4.12.5.
Spills
4.12.5.1.
Assessment
4.12.5.2.
Environmental Department Notification
4.12.5.3.
Emergency Response Plan
4.12.6.
Fishing
4.12.7.
Unplanned Events
4.12.7.1.
CT Failure (Parts)
4.12.7.1.1. Above Pack-off
4.12.7.1.2. Below Pack-off
4.12.7.1.3. Above Injector Head
4.12.7.1.4. Below Injector Head
4.12.7.2.
Hole in CT
4.12.7.2.1. Above Pack-off
4.12.7.2.2. Below Pack-off
4.12.7.3.
Emergency Disconnect does not part Tool String
4.12.7.4.
Stuck Above Emergency Disconnect
4.12.7.5.
Injector Head Failure
4.12.7.5.1. Pipe Runaway
4.12.7.5.2. Pipe Damage
4.12.7.6.
Gas at Surface
4.12.7.7.
Fire at Surface
4.12.7.7.1. Drilling Rig
4.12.7.7.2. Operations Cab
4.12.7.7.3. Auxiliary Equipment
4.12.7.8.
Inclement Weather (safe operating limits)
4.12.7.8.1. Personnel
4.12.7.8.2. Equipment
4.12.7.9.
Current wellbore collides with another wellbore
4.12.2.5.4.

CTD Procedure and Task List

10

4.12.7.10.
4.12.7.11.

CTD Procedure and Task List

Lost Communication with BHA Tools


Troubleshooting Procedure

11

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