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to Steerability
S. Menand, SPE, and H. Sellami, SPE, Armines/Ecole des Mines de Paris, and C. Simon, SPE, DrillScan
Summary walk tendency, Ho3 introduced the walk angle, which is the angle
With the emergence of rotary steerable systems (RSSs), the tech- measured in a plane perpendicular to the bit axis, between the
nical issue concerning bit design for a specific directional appli- direction of the side force applied to the bit and that of the lateral
cation has reappeared. Today, a bit must be specifically designed displacement of the bit.2 The walk angle quantifies the intrinsic
for use with a particular directional system: rotary bottomhole azimuthal behavior of the PDC bit.
assembly (BHA), steerable mud motor, or RSS. The reason is that Bit steerability (BS) corresponds to the ability of the bit,
the bit must have the ability to respond properly and rapidly to a submitted to lateral and axial forces, to initiate a lateral devia-
side force applied by the steering system to initiate a deviation. To tion. The bit steerability can be defined as the ratio of lateral vs.
do so, the bit must have a predetermined steerability compatible axial drillability.
with the directional system to provide the optimum dogleg potential.
The new generation of directional-drilling systems differenti- Dlat
BS = . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (1)
ates pointing the bit from pushing the bit. As a consequence, Dax
the bits directional response is a key factor that operators and
directional drillers need to know to make a good adaptation The lateral drillability (Dlat) is defined as the lateral displacement
between the bit and the BHA. However, at the moment there is per bit revolution vs. the side force. The axial drillability (Dax) is
no standard method for classifying bits by steerability and walk- the axial penetration per bit revolution vs. the weight on bit
ing tendency. (WOB). The BS (equivalent to the bit anisotropic index3,4) is gen-
On the basis of a comprehensive analysis of the directional erally in the range of 0.001 to 0.1 for most PDC bits, depending on
behavior of polycrystalline diamond compact (PDC) bits (numeri- the cutting profile, gauge cutters, and gauge-pad characteristics, as
cal simulation and pilot and field tests), a simple methodology has evaluated here. High steerability for a bit implies a strong propen-
been developed that defines and evaluates their steerability and sity for lateral deviation, enabling maximum dogleg potential.
walking tendency. This methodology is used to classify the PDC
bits defined with their IADC bit profile codes. Bit Design. The PDC bit should have some stabilization and
Because PDC bit steerability is mainly a function of the bit durability requirements as well as the ability to respond properly
profile, the gauge cutters, and the gauge pad, some design recom- and rapidly to a side force applied by the steering system to initiate
mendations are given concerning these three parts. For each IADC a deviation. To do so, the bit must have a steerability compatible
bit profile code, the bit steerability and walking tendency are es- with the directional system. The design of the bit should consider
timated through some formulas linking only the heights and the three parts (see Fig. 2) that interact with the rock formation
lengths of the cutting profile. Some guidelines are also given about the cutting structure (mainly the cutting profile and back-rake
the gauge-pad length and gauge-cutter characteristics to achieve angle), the active gauge (gauge cutters or trimmers), and the pas-
improved steerability. sive gauge (conventionally called the gauge pad).
This simple method based on geometrical criteria allows quick Cutting Profile. A recent study2 has shown that the steerability
estimation of not only the PDC bit steerability but also the maxi- of a PDC cutting structure depends greatly on the bit profile; the
mum dogleg potential achievable by the bit when it is coupled with flatter the profile, the more steerable the bit is. The authors also
the steering system. found that the walk angle of a PDC cutting structure can be ap-
proximated by a simple equation linking the inner cone depth, C;
Introduction the outer structure height, G; and the PDC back-rake angle (c).2
It is well recognized today that the directional behavior of a drill-
ing system is a complex coupling of bit directional responsiveness 2C G
CS = arctan . . . . . . . . . . . . . . . . . . . . . . . . (2)
and mechanical behavior of the directional system, but a possible tanc + fC + G
rock-formation effect1 (anisotropy) must also be considered. This
paper focuses on the directional behavior of PDC bits character- Eq. 2 is appropriate only for bits with identical back-rake angles
ized by their walk tendency and steerability. along the bit profile and indicates that the walk tendency (right,
A previous paper2 noted that the bit steerability and walk ten- neutral, and left) of the cutting structure is defined through the
dency were mainly a function of the bit profile and gauge-cutter inner cone depth, C, and the outer structure height, G.
and -pad characteristics. In this paper, we propose a simple meth- G > C : left walking tendency.
odology to classify PDC bits defined by their IADC bit profile G C : neutral walking tendency.
codes (shown in Fig. 1). This methology is based on a recent study G < C : right walking tendency.
of the directional behavior of PDC bits on the basis of theoretical Note that it is easy to extend Eq. 2 to take into account a
models, numerical simulation, and pilot and field trials.2 gradual increase of the back rake from the inner cone to the gauge.
OHare and Aigbekaen5 conducted a study to evaluate the di-
Background rectional responsiveness of various bit profiles that were classified
Definition. The directional behavior of a PDC bit is generally according to IADC codes. The authors give some guidelines on
characterized by its walk tendency and steerability. To quantify the IADC bit profile codes to measure the bits tendency to achieve
particular build and walk rates. For example, deep-coned PDC bits
(IADC bit profile types 1, 4, and 7) tend to be directionally stable,
and single-cone bits (IADC bit profile types 6 and 9) tend to be
Copyright 2004 Society of Petroleum Engineers
directionally isotropic (responsive in any direction). Even though
This paper (SPE 87837) was revised for publication from paper SPE 79795, first presented these general rules are helpful for selecting PDC bits, it is known
at the 2003 SPE/IADC Drilling Conference, 1619 February, Amsterdam. Original manu-
script received for review 7 May 2003. Revised manuscript received 7 January 2004. Paper
that the directional behavior of a PDC bit is not the only parameter
peer approved 9 January 2004. in the well-deviation process.2 Moreover, bit steerability depends
not only on the bit profile but also on the gauge characterictics cutting ability of an active gauge depends greatly on the total
(gauge cutters and pad). friction surface involved during the cutting process. The higher the
Barton4 made some numerical simulations on different bit pro- friction surface (a great number of preflatted trimmers or wear on
files to calculate the anisotropic index (equivalent to the BS). The gauge cutters), the less steerable the bit is. To penetrate the side of
author observed that the steerability increases as the length of the the borehole, an amount of side force corresponding to the friction
taper decreases and that flat bit profiles produce the highest aniso- forces generated on the friction surface must be consumed before
tropic indices. a lateral penetration of the bit occurs.
Back-Rake Angle. Some contradictions exist among authors Gauge Pad. Often, the critical and controversial factor for
about the role of the back-rake angle in bit steerability. Some PDC bit selection is gauge length.4,68 What length should be
authors5 recommend choosing an aggressive back rake (low angle) selected? The general perception is that a long gauge is not favor-
to reduce steerability and a less aggressive one (high angle) to able to deviate a well and that a conventional short and aggressive
improve steerability. Barton4 observed from numerical simulations gauge (less than 1.5 in.) is often preferred to provide side cutting.
that the anisotropic index of a particular bit profile decreased by These short-gauge designs may lead to poor borehole quality, with
8% when the back-rake angle was increased from 20 to 30, mean- irregularities, ledges, and hole spiraling.9,10 On the contrary, long-
ing that the bit is less steerable with a high back-rake angle. gauge designs prevent hole spiraling and bit whirl with improved
In fact, when the back-rake angle changes, the lateral and axial stability and produce good hole quality but are detrimental to the
drillabilities, respectively, do not change in the same proportion. side-cutting ability. Nevertheless, recent studies have shown that
The axial drillability is more affected by a back-rake angle change; good steerability could be obtained with appropriate stabilizer
thus, bit steerability (ratio of lateral to axial drillability) increases placement, bend angle, and motor distance, even with a long-gauge
when the back-rake angle increases. bit11 in the case of a steerable BHA and the point-the-bit systems
Gauge Cutters. The general perception is that the steerability generally used with an extended-gauge bit.
of the bit increases with the number of gauge cutters5 (or trim- The design of a gauge pad for an RSS depends on the principle
mers). This statement contradicts a recent study2 showing that for of the drilling systempoint the bit or push the bit. Generally, a
three different bit profiles, the highest steerability was observed for short gauge is used as standard for the push-the-bit systems, al-
the bit with fewer gauge cutters. However, despite improved steer- though a long gauge is preferred for the point-the-bit ones because
ability, diminishing the number of gauge cutters may cause the bit it requires less side-cutting action.12
to lose gauge because of the higher load per cutter.6 Synthesis. From these last considerations, we see that no quan-
The active gauge formed by the PDCs truncated-at-bit diam- tified guidelines for optimization and selection of bit steerability
eter constitutes the transition zone between the cutting structure yet exist. Even though the directional behavior of a drilling system
and the passive gauge. On most designs, these trimmers are pre- is a complex coupling between the directional system and the bit,
flatted and provide two contact surfaces with the rock, a cutting it is well accepted that bit steerability plays a great role in the
face and a frictional surface, as shown in Fig. 3. New designs4 deviation process. This is why we have developed a simple meth-
involve full-round cylinder PDC cutters (instead of conventional odology to estimate the steerability of the bit by its profile and
preflatted gauge cutters) that reduce the friction surface with the gauges. We also propose a classification of PDC bit profiles ac-
borehole, thus increasing the lateral cutting ability. The side- cording to steerability and some guidelines for gauge design.
G +2
D2
16
1
BSCS = D2 ,
back-rake angle, c (see Eq. 2). If the back-rake angle is not 8 tan2c + f
identical along the bit profile (for example, in the case of a gradual C + G + G C
2 2
back-rake increase from the inner cone to the gauge), the walk 4
angle can be approximated by: . . . . . . . . . . . . . . . . . . . . . . . . . . . (5)
2cC C cG G in which Dthe bit diameter (see the Appendix for details).
CS = arctan , . . . . . (4) From Eq. 5, one notices that the BSCS increases when:
tancC + fcC C + tancG + fcG G
c increases.
f increases.
in which cC and cGthe average back-rake angles in the inner C decreases.
cone and the outer structure, respectively. From Eq. 4, one notices G decreases.
that a less aggressive inner cone (cChigh) and an aggressive D increases (with fixed C and G).
outer structure (cGlow) increase the right tendency or decrease The rise of the bit profile steerability with an increase in c or
the left tendency of the bit cutting structure. f does not seem intuitive. As indicated previously, this increase is
If the back-rake angles are the same (ccCcG), it is caused by lateral and axial drillabilities not changing in the same
possible to derive the following simple equation for the steerability proportion as the back-rake angle does.
of the bit profile (cutting structure). The previous formulas concern only the cutting structure of the
PDC bit (profile and back-rake angles). To consider the whole bit,
it is necessary to include the active and passive gauges. The walk
angle of a complete PDC bit with an identical back-rake angle
along the bit profile (ccCcGcAG) can be estimated by
the following expression (see the Appendix).
= arctan
LAG + LPG SfAG + SfPG
tanc + f C + G + +
4
. . . . . . . . . . . . . . . . . . . . . . . . . . . (6)
Note that Eqs. 5 and 6 can easily be generalized for the case
cCcGcAG.
We can observe from Eq. 6 that if the friction forces are pre-
dominant, the walk angle is very close to the friction angle be-
tween the PDC bit and the rock. Some directional tests carried out
in the laboratory of E cole des Mines de Paris have shown that the
walk angle of PDC bits with passive gauge lengths greater than 1
in. remains in the range of 5 to 17 (left tendency), depending on
the rock type and mud properties.
The steerability of the complete bit is proportional to a geo-
Fig. 4Description of the passive gauge (gauge pad). metric function, as follows:
G +2
D2
16
1
.
profiles (IADC profile codes 1, 2, and 3) exhibit a left tendency,
although profiles with a deep cone (IADC profile codes 7 and 8)
have a right tendency. However, as shown in a previous paper,2 the
8 walking tendency of most PDC bits is greatly infuenced by active
tan2c + f and passive gauges and exhibits a left tendency with a walk angle
C + G2 + G C2
4 close to the friction angle between the bit metal and the drilled rock.
4SfAG2 + SfPG2
+ 1 + tan2 f Gauge Guidelines. Bit steerability decreases as the gauge length
2 increases. This statement, as observed in the field and the labora-
. . . . . . . . . . . . . . . . . . . . . . . . . . . (7) tory, can be quantified with Eq. 7. Fig. 5 shows the steerability of
From this formula, one can clearly see that the longer the gauge a bit with only a cutting structure (IADC profile code 5) and an
pad is (greater friction surface, SfPG), the less steerable the bit. Any active gauge. The values of bit steerability are calculated for a
friction generated at the gauge-pad level reduces bit steerability. If given side force and rock strength and should be used only for
the gauge pad is undergauge, BS increases because the friction comparison purpose. Whatever the trimmer type (rounded or pre-
surface, SfPG, with the borehole is dramatically reduced. flatted), bit steerability decreases as the number of trimmers in-
The assumptions allow the formulation of simple equations to creases. However, there is a major difference between rounded and
predict both bit steerability and walk tendency. These assump- preflatted trimmers because the steerability of a bit equipped with
tions are validated with a 3D rock/bit interaction model.3 As in- 10 trimmers is 6 times higher when the trimmers are rounded than
dicated previously, the steerability of the bit profile can be when they are preflatted. As mentioned earlier, the high friction
considered independent of the side force and the rock strength. surface, SfAG, generated on preflatted trimmers reduces bit steer-
Table 1 presents the measured steerability and the calculated val- ability. The rounded trimmers may be considered an extension of
ues with the 3D rock/bit model and the geometric method of three the taper of the bit profile.
bit profiles (the characteristics of these three profiles are presented A high back-rake angle (typically greater than 30) is generally
in Table 2). The steerability calculated with the geometrical chosen for most conventional PDC bit designs to reduce the risk of
method is given by Eq. A-6 and constitutes a good approximation cutter failure when the bit is subjected to lateral vibrations. Even
of the steerability. though the cutting forces on each trimmer are generally negligible
relative to friction forces (during the drilling process, the lateral
PDC Bit Classification depth of cut per bit revolution is very small), an increase in the
IADC Bit Profile Codes. The IADC bit profile codes allow clas- back-rake angle slightly reduces the steerability of the bit.
sification profiles according to the relation between the inner cone Fig. 6 shows the bit steerability as a function of gauge-pad
depth (C), the outer structure height (G), and the bit diameter (D). length for a PDC bit with an IADC code profile of 5. The values
From these three parameters, we have seen that we could estimate of bit steerability are calculated for a given side force and rock
the steerability and the walking tendency of the bit cutting struc- strength and should be used only for comparison. Notice that bit
ture (Eqs. 2 and 5). steerability decreases significantly with an increase in the gauge-
pad length. It is also interesting to note that bit steerability does not
Bit Profile Steerability. Table 3 presents a classification of PDC seem to depend on the number of trimmers used when the gauge-
bit profiles according to their steerability. The steerability of the bit pad length is greater than 1 in. This observation is also true for the
profiles has been calculated with the following parameters. bit profile. The steerability of a PDC bit is almost unaffected by the
f12. profile type, depending mainly on gauge characteristics, as shown
ccCcG20.
For each code, we have varied the inner cone depth (C) and the
outer structure height (G) in the range of variation defined in the
IADC classification.14 We suggest attributing a steerability code,
ranging from 1 (least steerable) to 9 (most steerable), to each
profile code, depending on BSCS extrema calculated with Eq. 5.
Observe that the IADC profile code 9, corresponding to side-
track designs, has the highest steerability, although long-taper de-
signs (IADC profile codes 1, 2, and 3) have the lowest. Generally,
the longer the taper (or the deeper the cone), the less steerable the
profile is. According to Eq. 6, we notice also that a friction-angle
increase between the PDC bit and the rock leads to a slight in-
crease in bit steerability. As evoked earlier, an increase in the
back-rake angle along the entire bit profile produces an increase in
the bit-profile steerability.
Note that the proposed classification does not change if the
back-rake-angle distribution along the profile is similar on the nine
profiles considered.
Fig. 5Steerability of cutting structure + active gauge as a function of the number of trimmers.
bit walk angle, rad, degrees 4. Barton, S.: Development of Stable PDC Bits for Specific Use on
CS walk angle of the cutting structure, rad, degrees Rotary Steerable Systems, paper SPE 62779 presented at the 2000
c back-rake angle, rad, degrees IADC/SPE Asia Pacific Drilling Technology, Kuala Lumpur, 1113
cAG average back-rake angle of the trimmers, rad, degrees September.
5. OHare, J. and Aigbekaen, O.A.: Design Index: A Systematic Method
cC average back-rake angle in the inner cone, rad, degrees
of PDC Drill-Bit Selection, paper SPE 59112 presented at the 2000
cG average back-rake angle in outer structure, rad, degrees
IADC/SPE Drilling Conference, New Orleans, 2325 February.
f friction angle between PDC bit and rock, rad, degrees 6. Mensa-Wilmot, G., Krepp, T., and Hill, R.: Specialized PDC Bit
PG passive-gauge diameter, L, mm Improves Efficiency of Rotary Steering Drilling Tools in Demanding
Directional Drilling Programs, paper SPE 62781 presented at the 2000
References IADC/SPE Asia Pacific Drilling Technology, Kuala Lumpur, 1113
1. Simon, C.: Modelisation of PDC bit directional behaviour in aniso- September.
tropic formation, PhD dissertation of E cole des Mines de Paris, Paris 7. Poku, E.K.: Experiences and Learning Points From the Use of Steer-
(1996). able Rotary Drilling Systems on Northern North Sea Platforms, paper
SPE 56937 presented at the 1999 Offshore Europe Conference, Aber-
2. Menand, S. et al.: How the Bit Profile and Gauges Affect the Well
deen, 79 September.
Trajectory, paper SPE 74459 presented at the 2002 IADC/SPE Drill-
8. Gaynor, T.M. et al.: Tortuosity versus Micro-TortuosityWhy Little
ing Conference, Dallas, 2628 February.
Things Mean a Lot, paper SPE 67818 presented at the 2001 SPE/
3. Ho, H.S.: Method and System of Trajectory Prediction and Control IADC Drilling Conference, Amsterdam, 27 February1 March.
using PDC Bits, U.S. Patent 5,456,141 (10 October 1995). 9. McNair, G.A., Cassidy, S.D., and Zheng, Z.: Technology Applied to
Extend the Drilling Reach of a Platform Workover Rig, paper SPE
64620 presented at the 2000 SPE International Oil and Gas Conference
and Exhibition, Beijing, 710 November.
10. Norris, J.A. et al.: Development and Successful Application of
Unique Steerable PDC Bits, paper SPE 39308 presented at the 1998
IADC/SPE Drilling Conference, Dallas, 36 March.
11. Gaynor, T. et al.: An improved Steerable System: Working Principles,
Modeling and Testing, paper SPE 63248 presented at the 2000 SPE
Annual Technical Conference and Exhibition, Dallas, 14 October.
12. Von Flatern, R.: Extending the reach, Offshore Engineer (2002) 30.
13. Winters, W.J. and Doiron, H.H.: The 1987 IADC Fixed Cutter Bit
Classification System, paper SPE 16142 presented at the 1987 SPE/
IADC Drilling Conference, New Orleans, 1518 March.
Appendix
Constant Back-Rake Angle (c=cC=cG=cAG). The bit steer-
ability of the cutting structure can be approximated by the follow-
ing expression.3
G +
2
D2
1
LC2 LG2
+
, . . (A-2)
of the bit cutting structure can be approximated by the following
expression.
16 16 16 LIC LOG
1
Eq. A-1 becomes: D2
tancC + f C +
2
cC
16
1
1 1 D2
D2 D2 + tancG + f G +2
cG
tanc + f C2 + + G2 + 1 16
1 16 16 BSCS D2 .
BSCS D2 .
8 1
8 tan c + f
2
tancC + fcC.C + tancG + fcG.G2
C + G2 + G C2 4
4
. . . . . . . . . . . . . . . . . . . . . . . . (A-3) + cGG cCC2
. . . . . . . . . . . . . . . . . . . . . . . . (A-6)
Without taking into account the cutting forces on the active and
passive gauges and the side force effect, the overall bit steerability
is proportional to a geometrical function as follows.
SI Metric Conversion Factors
1 1
D2 D2 ft 3.048* E01 m
tanc + f C2 + + G2 +
1 16 16 in. 2.54* E+01 mm
BS D2 . lbf 4.448 222 E+00 N
8
tan2c + f
C + G2 + G C2 lbm/gal 1.198 264 E+02 kg/m3
4 psi 6.894 757 E+00 kPa
4SfAG2 + SfPG2 *Conversion factor is exact.
+ 1 tan2 f
2
. . . . . . . . . . . . . . . . . . . . . . . . (A-4)
Stephane Menand is currently a research scientist in the Dept.
The global walk angle of the bit can be approximated by the of Mining and Underground Works Engineering at the Paris
following expression. School of Mines (ENSMP) in Fontainebleau, France. e-mail:
stephane.menand@ensmp.fr. His main areas of interest are di-
LAG + LPG tanf
2C G SfAG + SfPG rectional drilling, drillstring mechanics, and rock-cutting tools.
4 Menand holds a PhD degree in drilling engineering from
= arctan . ENSMP. Hedi Sellami is currently the research manager of the
LAG + LPG SfAG + SfPG
tanc + f C + G + + Dept. of Mining and Underground Works Engineering at
4 ENSMP. e-mail: hedi.sellami@ensmp.fr. He is an expert on rock
. . . . . . . . . . . . . . . . . . . . . . . . (A5) fragmentation for mining, tunnelling, and oil drilling. Sellami
holds a PhD degree from ENSMP. Christophe Simon, after 10
If the friction forces are predominant, the walk angle is very years of research at ENSMP, started DrillScan to commercialize
close to f, the angle of friction between the PDC bit and the rock. expertise and software in the fields of directional drilling,
torque and drag, and bit performance. e-mail: christophe.
Different Back-Rake Angle (cCcG). For the case of different simon@drillscan.com. Simon holds a PhD degree in drilling en-
back-rake angles along the bit profile (cCcG), the steerability gineering from ENSMP.