Chapter 5: Well Heads, Chokes and SSSVs lec ( 14 )


Well heads
Wellheads are the connection point for the tubulars and the surface flow lines as well as being the surface pressure control point in almost any well operation. They are rated for working pressures of 2000 psi to 15,000 psi (or greater). They must be selected to meet the pressure, temperature, corrosion, and production compatibility requirements of the well. There are three sections of a wellhead, and each serves a function in the completion of a well.’ The outermost cemented casing string, usually either the conductor pipe or the surface string, is fitted with a slip type or threaded casing head. The head, Figure 5.1, also called a well head flange, supports the BOPs during drilling and the rest of the well head during production. A port on the side of the head allows communication with the annulus when another casing string is run. For all additional casing strings, a casing spool is used. The spool has a flange at each end. The flange diameter, bolt pattern and seal assembly are a function of the spool size range and the pressure rating. When specifying well head equipment, all pieces should be rated for the same pressure. The tubing is hung and isolated in a tubing spool. The tubing is “spaced out” to come to the right height for the seal assembly by the use of pup joints (short pieces of tubing). Annulus communication is provided in the ports on the side of the spools.

Each spool has alignment screws for aligning the tabular in the center of the spool. Alignment is critical since each flange connection (bolt hole alignment) depends on the last casing being in the center of the spool below it.
Multiple tubing strings can be accommodated by special heads. These head designs depend on isolation seals in the well head and multiple tubing spools. Setting the tubing and casing strings in tension is a common practice to offset the effects of buckling created by tubing expansion when hot fluids are produced The seal between each section is a single metal ring that fits in grooves in the top and base of connecting spool sections. The pressure to seat these metal-to-metal seals is provided by compression when the section flanges are bolted together. Oil is applied to the seals before bolting down the flanges. Various methods and devices for sealing have been tested for seals. Elastomers are subject
to attack by solvents2 and temperature ~ y c l i n gM. ~e tal to metal seals are the most common, especially in severe service areas. In sour gas (hydrogen sulfide) areas, special metals are often needed for wellhead. The final section of the wellhead is the familiar “Christmas tree” arrangement of control valves. The tree sits on top of the tubing hanger spool and holds the valves used in well operation, Figure 5.2. The master valve is a full opening valve that is the main surface control point for access to the tubulars. It
is always fully open when the well is producing or when a workover is in progress. The working pressure rating of the master valve must be sufficient to handle full wellhead pressure. If a valve or fitting in the upper part of the tree must be replaced, the master valve can be closed without killing the well (for all wells with a clear tubing, i.e., no rods). On very high pressure (P, > 5000 psi) or hazardous wells, there may be two master valves; a backup for insurance against leaks in the main valve. The wing valve (often two valves) are mounted immediately above the master valve in a separate spool. Produced fluids leave the wellhead at the wing valve connection. The purpose of multiple wing valves is to allow changing of chokes or flow line repair without interrupting well flow. The swabbing or lubricator valve is mounted above the wing valve and is used to open the well to entry by a tool string. A schematic of the wellhead and tubulars is shown in Figure

The choke is the only device used to limit the production of flowing fluids. Using a valve, such as the wing valve or master valve, to limit fluid flow would allow fluid flow (possibly with solids) to cross the sealing surface of the valve. This could lead to erosion and a leaking master valve and would require killing the well to replace the valve.


A connection on top of the swabbing valve can be used to mount a lubricator. A lubricator is a pressure rated tube that allows a tool string to be lowered into the well, even while the well is flowing. One end of the lubricator is attached to the swabbing valve and the other contains a seal assembly that seals against the wireline that is used to run the tool. Since the lubricator stands straight up to allow the tool string to drop into the well, the length of the lubricator (and the length of the tool string) is controlled by the length of lubricator tube that can be safely supported by the equipment on location. A more detailed discussion of the lubricator will be given in the chapter covering wireline techniques.
Subsea Wellheads
A special type of well head is involved in a subsea well. In subsea wells, the wellhead sits on the ocean’s bottom at depths from less than a hundred feet to over 2500 ft. Access is much more difficult than in a surface well, thus subsea completions require a well to be low maintenance, usually a sweet gas or flowing oil well. The wellheads for these wells must be self contained units with controls that can be manipulated by remote action at the well head by a ROT (remotely operated tool), by diver or by ROV (remotely operated vehicle). Almost all subsea operations, including drilling, begin after a template is installed on the ocean floor. The template serves as a locator for almost all tools used to drill, complete and workover the well. A schematic of the template and several workover and completion “tools” are shown in Figure 5.4. The modular work devices in the figure are characteristic of a surface wireline assisted operations. The production well head that fits into the template must provide the
same solid connection to the well as all land based well. Because of the remote or diver operation, however, appearances are vastly different than a surface well. Replaceable components of the wellhead such as valves and chokes are often equipped with guide bars to assist in remote replacement.


Coiled Tubing Well Heads
The use of coiled tubing for recompletion and even initial completion of some wells requires the use of special hangers or even complete wellheads that are designed especially for coiled tubing. Coiled tubing is being used in place of conventional tubing in some wells to minimize rig cost or to avoid killing the well to run tubing. Because of the lack of connections, coiled tubing can be run through stripping rubber seals in the BOP or through a standard stripper head. Hanging the tubing off in the wellhead requires slips; and, in live well workovers, these can be attached to the tubing and snubbed through the BOP stack to the slip bowl portion of the wellhead, or the slips can be made a part of the wellhead
and activated from outside. Coiled tubing completions may incorporate well ore bolt-on components or may be completely spoolable including gas lift valves, SSSVs and packers.
Examples of a hanger element are shown in Figure 5.5 and 5.6. These heads require a setting point below the master valve for a workover where the wellhead is nippled down. For low cost recompletions where the existing tubing and wellhead will not be removed, the coiled tubing is set through the existing master valve with the coiled tubing hanger and a new master valve set above the old master valve. Success of the coiled tubing completions and recompletions has been good when the tubing is sized correctly for the well condition.

Hydrate Control in Coiled Tubing Completions

Coiled tubing offers very good opportunities for recompletion or even initial completion of some wells, however, coiled tubing is particularly susceptible to collapse and compaction from production forces if an ice plug or hydrate plug forms either in the tubing or around the tubing. Problems in some operations where ice plugs have formed in the annulus during flow have caused sufficient force to collapse and compact coiled tubing to the point where 30-40 ft of coiled tubing are compressed into an area only 5 or 6 ft long. The only way to prevent ice plugs is either to control the rate of the gas flow so that the temperature drop during gas expansion does not create ice plugs or to inject a freeze inhibitor below the hydrate point to totally inhibit the formation of the ice.

Example: Wellhead configuration - For a gas producing formation at 9600 ft with a reservoir pressure gradient of 0.55 psi/ft, what is the minimum wellhead equipment pressure rating (in psi) needed to cover production or fracture stimulation with an 8.5 Ib/gal frac fluid, when fracturing the zone at 9600- 11 000. The friction pressure down the 4-1/2 in., 12.6 Ib/ft, N-80 work string (packer set at 9300 ft) during the frac will be 75 psi/lOOO ft of tubing length. During production flow the friction pressure is 10 psi/lOOO ft. Shut in during production will be with a full column of gas (0.1 psi/ft). Standard safety factor for well head working pressure is 80% of rated capacity.
Solution: Calculate highest possible surface pressure.
1. Max producing pressure (shut in with gas column) = (9600 x (0.55-0.1) = 4320 psi
Don’t use the friction pressure on producing since the worst production surface pressure case is static with gas in the tubing.
2. Max fracture stimulation surface pressure = (0.83 x 9600) - (9600 x (8.5 x 0.052)) + (9.3 x 75) (7968 psi) D (4243 psi) + (698 psi) = 4423 psi
Minimum wellhead pressure rating 4423/0.8 = 5529 psi
Chokes
Chokes hold a backpressure on a flowing well to make better use of the gas for natural gas lift and to control the bottomhole pressure for recovery reasons. In vertical pipe flow, the gas expands rapidly with decreasing hydrostatic head and the liquid moves in slugs through the tubing. The potential gas lift energy is rapidly lost and liquids fall back and begin to accumulate over the perforations. Accumulating liquids hold a back pressure on the formation. If enough liquids accumulate, the well may “die”
and quit flowing. A choke holds back pressure by restricting the flow opening at the well head. Back pressure restricts the uncontrolled expansion and rise of the gas and thus helps keep the gas dispersed in the liquids on the way up the tubing. Chokes may be variable or have a set opening, Figure 5.7. The set openings, often called “beans,” are short flow tubes. They are graduated in 64th~ of an inch. Common flow sizes are about 8 through more than 20 (in 64th~f)o r small to moderate rate gas wells. Liquid producers and high rate gas wells us 20+ choke settings. The size of the choke needed depends on reservoir pressure, tubing size, amount of gas, and amount and density of liquids. Variable chokes may use a increasing width slot design that allows quick resetting. They are useful on well cleanups following stimulation where choke size can vary over the course of a single day from
4/64ths to over 40. They are also used where periodic liquid unloading necessitates frequent choke size changes.

Solids in the produced fluids are the major source of failures for chokes. Abrasion from sand, scale, ice, corrosion particles and other solids can cut out the choke restriction and cause the well to load up with fluids and die. Choke abrasion from solids and cavitation is increased when large pressure drops are taken. In these situations, choke life is often measured in minutes. For better performance at high pressure drops, take the drop in stages across three or more choke sets in series. The problem is with gas expansion; as gas goes from 5000 psi to atmospheric pressure, the gas expands 340 fold, with a
similar increase in velocity. The same pressure drop, taken in series from 5000 to 3000, from 3000 to 500 and 800 to atmospheric results in gas volume (and velocity) increases of 136 fold (5000 psi to 3000 psi), 150 fold (3000 psi to 800 psi) and 54 fold (500 psi to atmospheric). The 340 fold total drop is the same, but the velocity increase across any one choke is significantly reduced.
Subsurface Safety Valves
When a well head is damaged, through accident or even terrorist incident, the fluids from a producing well can continue to flow, creating pollution and safety problems. One solution to the wild well potential is the use of safety valves. Safety valves are used to automatically halt the flow of fluid from a well in the event that the surface equipment of the well is damaged. Safety valves located at the surface are surface safety valves (SSVs) and those located below the wellhead are subsurface safety valves
(SSSVs). SSVs are located above the master valve and below the choke and/or beyond the choke on the production line. SSSVs are located in the tubing string below the ground or mud line. Together, the surface safety valves and subsurface safety valves form a redundant system of fail-safe valves. The valves are designed to be fail-safe; they are designed in a normally closed position. Opening of the valves requires application of a pressure to the valve to hold the valve open. When the pressure is lost, all safety valves close automatically. Safety valves are typically used offshore, in environmentally sensitive areas and in some remote locations on unattended wells. Any requirement for a subsurface safety valve and the depth of the valve below the wellhead depends upon the application and local government requirements. In offshore U.S., SSSVs are required and the subsurface safety valve is usually set in the tubing string 100 ft or more below the mud line. In the event of an accident or disaster, in which the wellhead equipment is partially or completely damaged
or removed, the valves will shut in the wells and prevent pollution and fire. The pressure that keeps the safety valves open is supplied by a small pump in a hydraulic-controlled panel on the surface platform.12 The pump is an automatic hydraulic supply unit, powered usually by
clean gas pressure. The pump supplies the control line with a 7 Ib/gal clean hydraulic oil at a set pressure. Other types of actuation systems that have been tried for control of the SSSVs include differential flowing pressure,’0 electric downhole solenoid,” velocity actuatedIg gas,l3 electromagnetic wave control (directed through the sediment^)'^-'^ and through loss of tension in the tubing string. The earliest valves were designed to close if the well flow reached some maximum rate and were used almost exclusively offshore. The idea behind the design was that the valve would close if the platform was damaged in a storm. The problem with this type of downhole “flow sensitive” control, was that the valves were continually in need of resizing as the well’s production capacity declined (reservoir
depleted). The maximum rate trigger-mechanism was also a nuisance when high rate flow of gas was needed to meet market demand or when liquid slugged through the tubing. SSSV control is now almost exclusively from the surface via a small hydraulic control line on the outside of the tubing. If the pressure supply is interrupted, the valves closes automatically. The valve sealing mechanism varies with manufacturer and the age and type of the valve. Most SSSVs use either a flapper valve or a ball valve with the current favorite being the flapper. The seat and flapper unit are protected from the well stream by a spring opposed sleeve that slides through the open flapper and isolates both the seat and the flapper. The sleeve is held in place by the hydraulic control pressure. The flapper assembly may be elastomer seal, metal-to-metal or a mixture of the two systems. Metal-to-metal seal units can be built for pressures in excess of 25000 psi. Ball valve units are equipped with spring loaded mechanisms that rotate the throat out of the well stream when the
hydraulic opening pressure is removed. Examples of flapper and ball valves are shown in Figure 5.8. Other types of seal mechanisms have also been tried.

The two conveyance types of subsurface safety valves are tubing retrievable and wireline retrievable. Tubing retrievable valves are run as part of the tubing string (the valve body is made up as part of the string) whereas wireline retrievable valves can be run and retrieved from a profile set in the tubing string. In the U.S., the tubing retrievable valves ars almost twice as popular as the wireline retrievable valves, while in non-U.S. areas, the wireline valves are more popular than the tubing retrievables. The reasons for the popularity differences are found in personal preferences, workover cost differences and, to some extent, in regulations regarding well operation. The benefits of the tubing retrievable
valve is that it has a fully opening bore, with very little obstruction to the flowing fluids. One disadvantage is that if there is a problem with the valve, the tubing must be pulled to the depth of the valve for service. This requires use of a rig; a large cost for many remote platforms. The tubing retrievable valves also require a relatively large upper casing section because of large valve body. The large outer body diameter (over 7 in. for a 4-1/2 in. bore valve) is necessitated by the flapper, spring and pressure equalization equipment within the valve. The wireline retrievable subsurface safety valve can be replaced by wireline without pulling the well, but it restricts the opening through which fluids may flow. The flow restriction for this type of valve may reduce 4-1/2 in. tubing to about a 1-112 in. bore over the 5 to 6 ft length of the valve. For most wells, this is not a severe restriction over a very short length. In wells that produce paraffin or scale, however, this flow restriction, especially near the top of
the tubing may serve as the site for solids deposition and promote rapid valve failure. In wells that produce sand, any restriction may be a site for abrasion. In wells that do not precipitate or produce solids, the valves are often a good choice, especially in areas where well deliverability rate is critical and time consuming workovers (such as pulling the string to replace a tubing retrievable SSSV) must be avoided. Wireline retrievable valves must be set in a special profile that is made up as part of the string. The profile seat is connected to the same type of external control line that is used for the tubing retrievable valve. A set of seals on the outside of the wireline valve isolates the hydraulic pressure port in the profile and allows a connection to the valve control mechanism. If the valve fails or malfunctions,
the wireline unit can be removed and replaced by a low cost wireline operation with minimum productivity interruption. Safety valve failures are rare but have been documented. When a valve fails to close, it is classified as a failure. When a valve fails to open, it is classified as a malfunction. The difference between the two labels comes from the design intent of the valve. Since the valve is designed to close when surface control pressure is lost, a failure is failure to close. Either event is troublesome. One study on the reliability of SSSVs, showed the valves to have a failure rate that was on the order of 0.8 to 2.3% in normal operations.16 One of the biggest reasons for SSSV failure (of valves tested) is
plugging of the sealing mechanism with paraffin, scale, produced sand, ice and other ~ o l i d s .It~ is, ~ ~ ~ ~
very important to operate the valves periodically so debris can be removed from the assembly and that valve’s internal mechanism can be lubricated. This operation is known as “exercising” the valve and is recommended to be done once per month. To exercise the valve, the wing vent is usually closed to shut the well in and the safety valve is open and closed several times. Merely releasing and restoring the hydraulic pressure at the surface will not confirm that the valve has actually closed. After the hydraulic control pressure is released, a few hundred psi can be bled off the tubing at the surface. If the pressure does not come back to initial shut-in pressure, then the valve is sealing. The amount of
pressure that needs to be bled off at the surface depends of what seat material is in the valve. Elastomer seals are tested at about 500 psi while metal-to-metal seals are usually tested at least 500 to over 1000 psi. The recommended test pressure is available from the valve manufacturer. A regular maintenance schedule may be a legal requirement of ~peration.‘~-’~ Reliability of the valves is very good if precautions are taken on regularly “exercising” the control mechanism. All of the 36 wells on the ill-fated Piper Alpha platform in the North Sea were equipped with SSSVs as per regulations. After the platform was destroyed, the fire was caused by the uncontrolled volume of produced gas in the pipeline (nearest shutoff was reportedly 1-1/2 miles away). The fire-fighting crew reported only minor leaks from tubing of the shutin wells. In Kuwait, ten wells of the 700+ that had well heads damaged or destroyed were reportedly equipped with SSSVs. The valves prevented fires on those wells. Opening the valve, either on initial well startup or after shut-in to check valve operation should follow a set of simple rules. To prevent valve damage, the pressure on both sides of the valve must be equalized. If the valve is a flapper design, the pressure is best equalized by pumping down the tubing to open the valve. If the unit is a ball valve, it may have to be opened by activation of the hydraulic pressure control unit. Flapper valves can also be opened by hydraulic actuator pressure. With either system, if the valve must be opened by the hydraulic mechanism, the differential pressure across the valve must be equalized before valve opening to prevent valve damage. Pressure equalization is
accomplished with internal baffles that allow controlled flow of gas or liquid through the a part of the valve body. After pressure above and below the valve is equalized, the valve can easily be opened. If the valve is opened with a differential pressure across the valve, the fluid flow across the seal may cause erosion of the valve face. An additional element of consideration for SSSVs is the construction material. Since they are directly in the flow stream, the SSSVs must be designed to withstand operational corrosion or erosion forces.
Construction materials of corrosion resistant metals such as lncalloy or Hastelloy are common. Selection of the type of SSSV depends on well condition^.^ Included in the considerations are legal requirements, depth of placement, pollution standards, dual strings,20r21 subsea wellhead,22? casing size near surface, presence of kill strings, annular flow, cost of workovers, frequency of workovers, type of workovers, deliverability obligations and the cost of the valve. When these and other variables such as pressure, setting depth, and temperature are considered, a decision can generally be made
by examining the requirements and behavior of the available equipment.8
Setting depth of a valve depends on the ability of that valve to close in the event of an accident. The SSSV is rated with a closing pressure, F, If the control line pressure drops below F, the valve closes, shutting in the well. The F, value effectively limits how deep the valve can be set since either control line hydrostatic fluid pressure or annular fluid hydrostatic (in the event of a control line break) could keep the valve open if the fluid hydrostatic exceeded the SSSV closing pressure. A simple formula translates the closing pressure rating into maximum set depth.
The other safety valve path that must be considered is the annular area. Annular safety control is necessary in areas that require SSSV isolation where the annular area is or could become a flow path. The annular pressure control systems that are currently on the market are packer type devices that use an applied hydraulic force to hold the annular flow channels open. All of these devices serve as a hanger so that the tubing suspension is maintained regardless of wellhead damage. Hanging significant tubing weight from these devices causes significant problems because of potential casing deformation. Two approaches have helped cure this problem. The packer slip assembly has been enlarged
in one model to spread out the load. In the other approach, a casing profile is run in the casing string and the tubing hanger is set in the profile. A special case in subsurface safety valves is the coiled tubing completion, Figure 5.9. This completion, all completely spoolable onto a coiled tubing reel .can be more easily pulled in the event of a workover.

Chapter 4 Packer Selection and Tubing Forces lec ( 13 ) )


Packers create a seal between the annulus and tubing. They may also serve as anchors and/or hangers for tubing strings. Although the concept of a packer is simple, the variety in devices is extensive. A packer may be described by its setting mechanism; hydraulic or mechanical, by its running mechanism; wireline or tubing, by its permeance; permanent or retrievable, by its function or by some other description. Its purpose is clear, it is the main downhole wellbore pressure control in many wells. Slips anchor the packer in place in the casing, a necessity where differential pressures exceed several thousand psi. Mechanical set packers set their slips by pushing a wedge- or cone-shaped piece against a set of tapered slips (hardened steel gripping surfaces) to drive the slips out and into the casing
wall. Mechanical energy is supplied by tubing rotation, tension, or compression. Hydraulic set packers set slips by fluid pressure, supplied by liquid or gas generating explosive charge. The slips are made on pistons that move out laterally for the few millimeters needed. The pistons may be designed to retract when pressure is released or remain out in some permanent installations. Packer slips are usually designed to hold in one direction, acting as an anchor to resist upward movement or as a hanger to resist downward movement. By using two sets of opposing slips, the packer can be anchored from either direction. An accompanying packing element (an elastomer, e.g., synthetic rubber)
is expanded by the slip setting action tubing or pressure which expands the seals against the wall of the pipe and generates a pressure tight seal.
The purposes of packers are:

1. Casing protection from pressure or fluids in the tubing
2. Separation of zones
3. Subsurface pressure and fluid control for safety
4. Artificial lift support equipment

Picking the right packer requires knowledge of the operational and completion requirements. This puts an early design load on completions/operational engineers: get it right or risk an early workover to replace a poorly selected packer.
Packers can be selected with aid of a decision tree planner such as shown in Figure 4.1. If a fully open wellbore is not required, the choice will most often be a permanent packer. As the name implies, the permanent packer is a permanent feature of the well. Removal requires milling of the slips.
Production Packers
A gas well completion with a packer can often eliminate problems of produced liquid heading and loading if a tail pipe is run below the perforations. For some wells, including many older wells with increasing water cut and decreasing flowing tubing pressure and rate, smaller tubing or “velocity strings” can assist in keeping the gas velocity high enough to lift the liquids? Because the packer seals the tubing string, it must have compatibility with string size and string movement. The packer must be metallurgically compatible with produced fluids and the metal in the tubing string. Elastomers must be stable at operating  temperatures, pressures and in produced fluids and completion or stimulation fluids.
Special Equipment
When large pressure differentials are expected in any tool that needs to be released, a pressure equalizing valve must be incorporated to keep the pressure from driving packer and tubing up (ordown) the well.

 Most valves work with the first tubing movement; opening a vent between upper and lower sections before the continued tubing movement releases the anchoring slips. When the tubing must be routinely pulled, a plug profile in the packer and an ON/OFF tool eliminates
killing the A wireline plug may be set in the profile in the packer to shut in the well and the tubing may be pulled while the retrievable packer remains in place with the well shut in. The well is effectively controlled by the packer and plug for repair or replacement of the tubing, without needing to kill the well. Various types of packers are schematically illustrated in Figure 4.2. The discussion that follows describes several of the features3-’
Solid head retrievable tension packers are used when the pressure below the packer is greater than the annulus pressure above the packer. This commonly occurs in an injection well or during low pressure treating. Tension packers are preferred in injection wells so that the slips are in the annulus: away from the corrosive effects of the injected fluid. Caution must be exercised when setting tension packers on small diameter tubing in a well with large diameter casing. In some cases, such as 2- 3/8 in. tubing in 7 in., casing the tension needed to set the packer may exceed the tensile strength of the tubing.8 When a force is applied to the tubing, it will respond by stretching. Figure 4.3 can be used to estimate stretch on tubing for an applied force. Solid head retrievable compression packers are used when pressure above the packer is greater than the pressure below the packer. This normally occurs in a producing well with a full annulus of packer

fluid. The compression set packers are the easiest to unseat and pull. Both compression set and tension set packers can be affected by tubing length changes caused by pressure fluctuations and temperature changes. Probably the most popular retrievable packers use a J-latch set with tubing rotation and slack off as the setting forces. When the tubing is latched in or otherwise solidly connected, careful consideration must be given to temperature effects to avoid cork screwing and buckling the tubing. Retrievable packers have a wide range of applications but are not used in deviated, thermal, or deep wells where tubing movement may be a severe problem. Retrievable hydraulic set packers are set by applying hydraulic pressure in the tubing. The pressure expands the elements and sets the slips against the wall of the casing. This packer may be removable and is usually released by pulling on the tubing which shears pins or opens a valve within the packer and releases the seals and slips. Hydraulic packers are very common in dual completions, especially in deviated wells.

Dressing Packers

 Equipping a packer for the characteristics of an individual well is called “dressing” a packer. Most packers will work in a range of casing weights of a particular size casing.

Allowing Tubing Movement
Polished seal bore packers are usually permanent packers set at a predetermined depth by either wireline or tubing. A seal assembly attached to the bottom of the tubing string is stung into the packer polish bore receptacle to achieve sealing. In wells with a severe amount of tubing movement, a long seal assembly and a polished seal bore packer are used to establish a slip joint to let the tubing expand and contract as needed


Effects of Temperature
Any well component will react to a change in temperature by a volume or reaction change. The components affected by temperature include tubulars, produced fluids, cements, acids, and corrosion properties. The changes in these fluids and materials, especially when the changes are unexpected, may lead to failures in components of the well. In most wells, a value for bottomhole temperature, BHT, is usually available from logging runs. As with most remotely sensed values, the BHT should be checked with other methods to make sure the value is correct. An incorrect BHT may lead to expensive problems with an otherwise correctly designed completion.
As a check on BHT, use the following formula. Average temperature gradient is 1.6"F per every 100 ft of true vertical depth, d. The formula is BHT = T, + (0.1) (U) (1.6), where T, = average surface temperature OF. Gradients vary with geothermal activity. Substitute the local gradient for the 1.6 value. With the correct gradient values for individual areas, bottomhole temperature may vary by a factor of 2 for wells of the same depth but in different thermal activity areas. Changes in temperature are at least as important as the total temperature. The first change in temperature is experienced as the well warms up from a circulating BHT to the static BHT. Whenever the well is circulated with a cooler fluid, BHT decreases. The rate of warming after circulation is stopped, depends on the amount of temperature differential between the static and circulating BHT and the volume
of circulation that has occurred. Wells that have experienced long-term injection or circulation of cool fluids will reach static BHT much slower than wells in which the injection or circulation is limited. In general, the following statements describe how temperature affects the tubing or casing in a well.
1. The tubing temperature is assumed to be the same as the injected fluid if no circulation is
involved. If circulation occurs, the temperature of the top few tubing joints will be the same as the injected fluid, but the "temperature front" will only slowly work down. The analogy of heat transfer in a circulating well is that of a shell-and-tube heat exchanger. The fluid rising in the annulus exchanges heat with the injected fluid.
2. In injection without circulation, or in the case of produced fluids, assume the entire tubing string is the same temperature.
3. The temperature of an unheated injected fluid is assumed to be the same as the ambient air temperature in an onshore well. In offshore wells, injection of sea water from a deeply placed intake or injection of any fluid into a deep water well where the riser is not appreciably insulated can  drastically lower the temperature. The coldest point in these systems is the mud line ternperature.
4. In a dual packer situation, treat each string as a separate calculation. The calculations on dual strings are made with the bottom string first, working up to the top.
The assumptions that all the tubing be considered as the same temperature is a simplifying move. It is a "worst possible case" that will result in a more conservative design (higher than needed safety factor). Where temperature alone affects the pipe, steel expands or contracts 0.0000828" per ft per O F gained or lost The extremes of temperature change in well completion and producing operations is usually seen in completions that are exposed to thermal stimulation or cyclic thermal production (or steam injection). The effect of tubing and casing length changes in the wells that are thermally cycled is covered in the chapter on thermal completions. Other severe cases of temperature cycling occur in a CO2-flood environment. In both injection and production wells, CO2 expansion may significantly reduce temperature.


Deep Completions

Deep well operations pose special problems. In most deep well operations, the use of retrievable packers is extremely limited. Most operators choose to use a permanent packer for reasons of tubing movement (with a PBR) and with temperature and pressure limitations on some retrievables  .





Seal Considerations
Successful seal selection involves specifying a seal that will operate at the production and treating conditions. The seal bore assembly may range from 1 to 3 ft in cool operations to over 30 ft in extreme cases of temperature ~y c l ing. ’S~e al materials such as those in Figure 4.15 are common in the industry. There are no universal elastomers (polymer, plastic, rubber, etc.) that are suitable for all uses. Seals must be selected on the basis of cost, thermal environment and chemical resistance. Seals may deteriorate by swelling, gas permeation, softening, hardening, nibbling under pressures, or failure of the internal bonding system that holds the elastomer compound together.21 Inserting the seal assembly on the tubing into the polished bore receptacle, is referred to as stab-in. It is the first and often the most severe task that a seal system must undergo.13 Damage caused by running may be overcome with a protective sleeve around the seals. Metal spacers between the seals are
used to decrease damage from friction during stab-in







ling movement caused by differential pressure only when tubing pressure is greater than annulus pressure at the packer.
Length or Force Changes
Whether tubing length change or force change calculations are needed depends on how the tubing is attached to the packer.
1. If there is no packer and the tubing is freely suspended (not touching the bottom of the well), all effects produce a length change.
2. If the tubing is landed on the packer, it is restrained from moving downward. Positive length changes cannot occur and are translated to force. Tubing shortening can occur.
3. If the tubing is latched into the packer, no movement can occur in either direction and all effects are converted to forces.
4. If the tubing is stung through the packer, all effects will be length changes unless the stop at the top of the seal assembly contacts the packer. If the tubing elongates enough to engage the stop, the movement will then be converted to force.
5. If the tubing is set in tension or compression, the effects of pressure or temperature induced force changes are added or subtracted from the force in place before the change. Sometimes these changes are enough to unseat the packer.
Example:
A well is completed with a PBR packer set at 9300 ft. and uses, 4-1/2 in., 12.6 Iblft, N-80
tubing. The tubing weight (compression) on the shoulder of the PBR is 20,000 Ib, at flowing conditions
of bottom hole flowing pressure of 1700 psi, and a surface pressure of 250 psi. The average
producing tubing temperature is 250" F. The average tubing injection temperature is 75°F. Use fracture pressures calculated in problem 2. What seal assembly length is needed to keep from pulling out of the PBR during a fracture stimulation? Assume that the seal assembly needs to be 1 ft longer than the length change from ballooning and temperature change. Consider both temperature and ballooning forces (ignore buckling and piston force). Seal assembly OD and ID are same as 4.5 in. tubing
(4.5 in. and 3.958 in. respectively).
Solution:
First, account for the 20,000 Ib force, DF , with temperature change =>
AF = 207 A, At
A, = cross sectional area of tubing wall, in2
At = change in average tubing temperature, OF
A, = n/4 (4.52 - 3.9582) = 3.6 in2
At = [20,000 / ((3.6) (207))l = 36.8 OF (this is the temperature change (cooling) in the tubing that is
required to remove the 20,000 psi of force load applied by the tubing at the packer. Remaining temperature
is (250 - 75) - 26.8 = 148.2"F.
Now, what length change will be produced with a temperature change (cooling) of 148.2OF?
AL = LCAt
L = length, inches
C = coefficient of thermal expansion, 6.9 x 1 0-6
At = change in average tubing temperature, OF
AL = (9300 x 12) (6.9 x 1 0-6) (1 48.2) = 11 4.24 inches = 9.51 ft
Ballooning Induced Pipe Length Movement
AL (-2L$E) [(APia-R2APoa)/(R2-1)]
E = modulus of elasticity, 30 x 106
L = length, inches
y = Poisson’s ratio, 0.3 for steel
R = ratio of tubing OD to ID
APia = change in average tubing pressure, psi
APoa = change in average annulus pressure, psi
AL = change in tubing length, in
tubing pressure before = (1700 + 250)/2 = 975 psi
tubing pressure after = (7836 + 4423)/2 = 61 30 psi
(the 7836 psi = BH frac pressure D hydrostatic back to packer, or
= [9600 ft x 0.83 psi/ft] D [(9600 - 9300) ft x 8.5 x 0.0521 = 7836 psi.
(the 4423 psi way surface pressure during fracturing).
APia = ?
APia = (6130 - 975) = 5155 psi
R = 433.958 = 1.1 37, R2 = 1.293
AL = (-2L$E) [(APia-R2APoa)/(R2-1)]
AL = (-2 (9300) (12) (0.3) / (30 X 1 06) ) [((5155 A ((1.293) (0))) / (1.293-l)]
AL = (-(0.002232)) (51 55 / 0.293) = 39.27 inches = 3.27 ft
The total length change = 9.51 + 3.27 = 12.78 ft
The stinger needs to be at least 12.8 + 1 ft = 13.8 ft long to keep the tubing from pulling out of the
packer during the fracture stimulation. A greater safety margin than 1 foot is common.
Setting the Packer
Successful packer setting depends on having a clean set point in the casing. Before a packer is set, a casing scraper, Figure 4.1 7, is run to remove mud, scale, cement, or corrosion debris and mill scale. Chances of successfully setting the packer go up sharply when a casing scraper is run. Some personnel resist running a scraper because of creating debris that can go to the perforated interval and cause formation damage.

The effect of pressure in the annulus and in the tubing on the packer depends on the tubing/packer configuration. When the tubing id is larger than the bore of the packer, Figure 4.1 8, the annulus pressure pushes up and the tubing pressure pushes down. When the tubing id is smaller than the packer bore, Figure 4.19, the annulus pressure pushes down and the tubing pressure pushes up. The effect of pressure in this example is a piston effect.

 In a sting through completion with a very short seal assembly or in a latch in completion, it is necessary to know how much weight to set off on the packer. Assuming the tubing id is smaller than the packer bore, the needed weight would be the product of the expected operating pressure times the difference in area between the tubing id and the packer bore.21 Packers are always tested for seal after setting. If the test pressure is too high, the packer can unseat and move. In a tension set packer, for example, the maximum annulus pressure for test can be calculated as follows.21 An injection well is equipped with a tension set, hook wall packer. The tubulars are 7 in., 23 Ib/ft, N-80,
(id = 6.366 in., Ai = 31.8 in.2) casing and the tubing is 2-7/8 in., 6.5 Ib/ft, C-75 (id = 2.041 in., Ai =
6.5 in.2) tubing. The packer is set with 18,000 psi Ib tension with the annulus filled with treated water
(density = 8.4 Ib/ft). The annulus pressure that can be applied before the packer releases is: (Remember that fluid pressures must account for the hydrostatic gradient.)
In the surface pressure test, pressure up to 739 psi could be applied before the packer would unseat and move.

Combined Forces

The combination of temperature and pressure effects on the length of the tubing produces a net change. The values from the previous four calculations are added to give a net movement or force. The stresses produced by pressure on the packer itself are also important and will determine if weight set or tension packers will become unseated under particular operating conditions. The pressure, either annulus or well pressure below the packer act on the exposed areas of the packer. The method of calculations of the packer forces is to sum the forces; upward acting forces are negative. There are
three forces that must be considered - (1) tubing weight or tension, (2) annular pressure force and (3) the pressure acting on the bottom of the packer. The annular pressure force is:


The piston force, previously described, is the net effect of the forces trying to push the seal into or out of the packer.
Special Packers
There are a number of packers that are made for special applications. Coiled tubing packers are available that will pass through 3-1/2 in. tubing and packoff in 7 in. casing.22 Inflatable packers are made that can be filled with cement for permanent repairs under partially collapsed casing, Figure 4.20.’ These packers are also used to packoff in openhole. Many packers are made of drillable materials that can be removed easier than the permanent packers that must be milled.23 This type of packer includes many of the cement retainers and squeeze tools.

Tubing Stretch and Compression
When packers are set by tension or weight of tubing, some deformation of the tubing is to be expected. Pulling force to set a tension set packer may stretch the tubing several feet depending on amount of pull and size of tubing. Figure 4.3 can be used to estimate the ~t r e t c hC.~o mpression set packers can result in tubing buckling and some steel compression. This accounts for a small amount of length and reduces the amount of weight that is set off on the packer.

Chapter 3: Cementing con't lec ( 12 )

Cementing Calculations

The following calculations follow the formulas used in the cementing monograph.’ Buoyant force on the casing by the fluid in the hole tries to float the casing. Hydrostatic pressure acts
against the effective area of the casing, causing the upward force. The pressure acts on the full area of the closed end casing if the float is in place and holding or on the area created by do-di if the casing is open ended. The weight of the casing string minus the upward buoyancy force gives the buoyed or true weight of the casing string in the hole.

For 13-3/8 in., 61 Ib/ft, K-55 casing in a 17 in. hole, filled with 10 Ib/gal mud:
    closed end area = x (do2/4) = 141 in.2
    effective area = (1/4)x (do2-di2) = 17.5 in.2
     hydrostatic at 4000 ft = 4000 ft (1 0 x 0.052 psi/ft = 2080 psi
    hydrostatic effect on casing = 2080 psi x 17.5 in? = 36,400 Ib
     casing string weight on air = 61 Ib/ft x 4000 ft = 244,000 Ib
The buoyed weight of the casing in mud divided by the outside area of the casing gives the pressure needed to balance the string:
                                                 207,600 lb/141 in.2 = 1472 psi

Thus, a bottomhole kick or other pressure increase of over 1472 psi (additional 0.368 psilft or 7.1 Ib/gal) could start the casing moving upwards. At shallower depths, especially with large diameter casing, the additional pressure to lift the buoyed weight can be 100 psi or less. The pressure to land the top plug when displacing 16 Ib/gal cement with fresh water to 4000 ft (assuming complete annulus fill with cement) is:
cement hydrostatic in annuls = 4000 ft x 16 Ib/gal x 0.052 .@ = 3328 psi
water hydrostatic in casing = 4000 ft x 8.33 Ib/gal x 0.052 lbft = 1733 psi
pressure to land plug = 3328 - 1733 = 1595 psi lb ft psi gal
In wells where a1 the exposed formations will not support the full weight of the cement while fracturing, the cement must be lightened or the zone must be protected by only filling the annulus with a partial column of cement (staged cementing). Assume the zone at 4000 ft (bottomhole) has a fracture gradient of 0.72 psi/ft. Calculate the height of
a 16 Ib/gal cement column that will be 200 psi below fracturing pressure:
bottomhole frac pressure = 4000 ft x 0.72 psi/ft = 2880 psi
allowable bottomhole pressure = 2880 psi - 200 psi = 2680 psi
cement gradient = 16 Ib/gal x 0.052 = 0.832 psi/ft
full column pressure = 4000 ft x 0.832 psi/ft = 3328 psi
If 16 Ib/gal cement is used, the maximum column height (within the allowable pressure) is:
column height = 2680 psV0.832 psi/ft = 3221 fl
If a full cement column is needed, the maximum cement density is:
maximum density = 2680 psi/4000 ft = 0.67 psi/ft or 12.9 lblgal
Cement densities are only part of the picture, the friction pressures developed by pumping the cement past restrictions adds to the hydrostatistic pressure of the cement.
Balanced Plug Setting
 Determining the height that cement will rise where it can equalize height requires use of a simple balanced plug formula.

Squeeze Cementing
Squeeze cementing forces a cement slurry behind the pipe to repair leaks or shut of fluid loss Squeeze cementing is normally thought to be a repair step, but is also used to seal off depleted zones or unwanted fluid production. Smith2 documents eight major uses of squeeze cementing for repair and recovery control purposes:

1- To control high GORs. By squeezing the top section of the perfs, gas production can be made to pass vertically through the top part of the formation matrix, slowing the gas production by the contrast in vertical vs. horizontal permeabilities.
2- To control excessive water, squeezing lower perfs can delay water production. Only if an impenetrable barrier separates the oil and water or if vertical permeability is very low, will effective water reduction be achieved.
3- Repairing casing leaks. Cement can be squeezed through holes in casing. This is best accomplished by very small particle cement.
4- To seal thief zones or lost-circulation zones. Cement slurry may penetrate natural fractures for only a centimeter or two but may develop sufficient blockage to help control leakoff. The cement slurry bridges on the face of the matrix. Sealing off natural fractures is often difficult.
5- To stop fluid migration from a separate zone. This is usually a block squeeze or channel repair operation.
6- Isolation of zones. Selective shutoff of depleted or abnormally low or high pressure zones.
7- Repair of primary cement job. Filling voids or channels, and repair of liner tops are common.
8- Abandonment squeezes. Shutting off depleted reservoirs or protecting fresh water sands.

Squeeze cementing is separated into high pressure squeezing and low pressure ~ q u e e z i n g . ~ ’ ~ ~ ~
High pressure squeezing involves fracturing the formation with cement until a required surface pressure is reached. The importance of high pressures at the end of the job, although popular with many companies, is actually of little importance and should be well below 1 psi/ft.32333 The high pressure squeeze uses “neat” cement (no additives) with very high fluid loss. The best use of the technique is usually to shutoff depleted zones and to seal perforation^.^^ The low pressure squeeze technique is probably more efficient in placing a controlled amount of cement in a problem area of the well. With this technique, formation fracturing is completely avoided. The pressure is achieved by pressuring-up on the cement and allowing the cement to filter out on the formation creating a block in the annulus. Once the cement slurry has hardened or dehydrated to a sufficient extent, no more fluid will be displaced. The excess cement that is still the drill pipe or the annulus can be displaced from the well by opening the casing valve and flushing with a displacement fluid. The advantages of the low pressure squeeze are less pressure exposure to tubing and casing and special cementing tools, and a smaller quantity of cement. For either of the squeeze cementing process, a relatively low water loss, strong cement is part of the design. Most operations use nonretarded API Class A, G or H, which are suitable for squeeze conditions
to 6,000 ft without additives. For deeper wells, Class G or H can be retarded to gain necessary pumping time. In hotter wells (above 230°F), additives should be considered at high temperature to increase strength.
Although squeeze cementing is often used to help repair primary cement failures to protect the pipe, it is possible to collapse the casing during squeeze cementing. If a packer is set immediately above the zone to be squeezed and an open channel exists that links the backside of the casing above the packer to the interval being squeezed Figure 3.14, then the outside of the casing above the packer may be exposed to the full pressure of the cement squeeze. If the inside of the casing is not be loaded or pressurized, casing failure can occur if the Ap is above pipe strength.

The thickening time and set time of cement used in squeeze operations are calculated in the same manner as those used in primary cementing. Squeeze pressure does effect the dehydration of the slurry, particularly across zones which are very permeable. Fluid loss additives may be included if the slurry is designed to move any significant distance across a permeable formation. Normal dehydration of a cement on a permeable section is severe enough to seal off the flow channel before complete displacement is accomplished.
Cement Squeeze Tools

A drillable or retrievable cement retainer is a modified packer that helps control the placement of cement and protects other zones from pressure and excess cement. Retrievable tools can be set and released several items and can be used for several squeeze repairs in one trip. Drillable tools are a single use tool that stays in place and is drilled out (if needed) after the cement has set. The tools are modified packers and are available in compression set and tension set models. Compression set models
are normally used below 3000 ft where the weight of the string is adequate to completely engage the slips. Drillable cement tools are more restricted in setting and application than retrievables but offer more control on the set cement. The drillable models are preferred where continued pressure must be maintained after squeezing. When squeezing formations that are naturally fractured, it is more important to fill the fractures rather than buildup a filter cake.’ Smith’ cites a two slurry system as successful in fractures: a highly accelerated slurry and a moderate- fluid-loss slurry. Accelerated slurries are pumped into the zones of least resistance and allowed to take an initial set. After the first slurry has gelled, the moderate fluid loss slurry is forced into the narrower fractures. The first slurry used for this type of squeeze should take an initial set 10 to 15 minutes after placement.

Liner Cementing

Cementing of liners requires special equipment and techniques to obtain a seal in the close clearances found between the liner and the open hole or the casing string. For more information, the reader is referred to a set of articles by Bowman and Sherer, published in World 47-54 Two cementing techniques are use for liner cementing; a modified circulation job (looks much like a cement squeeze) and a puddle cement technique. In the circulation/squeeze, Figure 3.1 5, the liner and associated equipment is run on drill string with a liner running tool and a retrievable packer assembly. After the base of the liner is squeezed, usually up to the shoe of the outer casing or slightly above, the liner running tool is pulled out of the liner up to a point just above the liner top and the top section of the liner is squeezed. After drillout of the remaining cement, a liner packer, may be run.

Cementing liners, especially deep liners at high pressures, is complicated since the liner is often isolated from the rest of the string by packers and close clearances. The result is that pressures are often trapped behind the pipe. Pipe collapse and deformation are ~ o m m o n .L~in~er, c~em~e nting technology is little different from full string technology except that pipe movement (including rotation) is done on drill pipe40r43 and use of plugs requires two part plugs. Liner tie back operations may require special circulating guidelines because of the narrow clearance^.^^ Liner hanger clearances near the top will be critical in minimizing backpressure if the cement is circulated around the top of the liner in a complete circulation job. Close clearances created by a large liner hanger can raise the backpressure and the equivalent circulation density. In some cases, this increase in equivalent density is enough to fracture the well. In a puddle job, the cement slurry is spotted by the drill pipe over the section in which the liner is to be run. The volume calculation for the puddle of cement must consider hole volume and liner volume. Undetected washouts in the hole can lead to lack of cement around the liner top. Although the procedure is much simpler than the  circulation/squeeze technique, it is also often less effective in providing a seal. The technique is used for short liner sections.
 Frictional Pressure Dropin Pipe
 The pressure drop of general slurries in pipe is given by: