Principles of Directional and Horizontal Drilling


The five-day course equips the participant to help design and support directional drilling operations. The course first establishes the theory and applications of directional drilling. Discussions and activities expose the participants to the reasons for and applications of differing wellpath designs and drillstring configurations. Participants will learn how to complete a number of different calculations that directional drillers use in the field.

Course Objectives

Topics include:

  • Wellbore Positioning - Different directional drilling applications and their challenges. A review of four typical well profiles. In-depth look at survey measurements, with focus on measuring direction, magnetic declination and grid convergence.
  • Survey Tools and Calculations - How survey data is collected, transmitted to the surface, and used in calculations. MWD basics. Telemetry types. Survey tools available. How survey data is used for calculations such as minimum curvature. Performing average angle calculations.
  • Projecting Ahead and Toolface - Calculating the required build up rates. How to complete toolface calculations.
  • Directional Control with Rotary Assemblies - An overview of available downhole tools. Steering methods. Re-entry, sidetracking, and whipstocks. Predicting the likely directional behavior of a given rotary BHA.
  • Positive Displacement Motors and the Power Section - PDM and Turbine motors. Utilizing the motor handbook to answer questions specific to motor dynamics.
  • Directional Control with Down Hole Motors - A discussion on steerable methods while using down hole motors. Stabilization concepts. Build up rate predictions for bent motors.
  • Automated Drilling Systems - Rotary steerable systems. Rotary steerable systems with integrated motors. Criteria for selection of the different automated drilling systems.

Learn to:

  • Perform survey calculations
  • Perform build-rate and toolface calculations
  • Predict the likely directional behavior of a given rotary bottom hole assembly (BHA)
  • Make slide versus rotate decisions during the drilling process
  • Evaluate BHA decisions that could impact directional drilling performance

Course Length: 5 days

Delivery Locations

  • Houston, Texas
  • Dubai, UAE
  • Midland, TX
  • Customer on-site course available

Who Should Attend

Personnel who support directional or horizontal drilling operations and who have one to five years of experience.

  • Drilling Engineers
  • Wellsite Supervisors
  • Petroleum Engineers
  • Engineering Managers

Course Description

This course first establishes the rationale for directional and horizontal drilling and provides common directional drilling scenarios. Discussions and activities enhance attendees’ understanding of how well-path designs and drillstring configurations contribute to the ultimate success of production. Attendees will become fluent in the primary calculations that directional drillers use in the field, and learn how bottom-hole assembly selection affects directional drilling performance. Attendees are also exposed to techniques for geosteering and extended reach drilling.

Topics include:

  • Wellbore positioning
  • Survey tools and calculations
  • Projecting ahead and toolface calculations
  • Directional control with rotary assemblies
  • Positive displacement motors and the power section
  • Directional control with downhole motors
  • Automated drilling systems
  • Geosteering
  • Extended reach drilling

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