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05 Downhole Motors

Feb 22, 2018

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    O W N H O L E M O T O R S

    ling w as the limited num ber of blows possible, the slow rate of pene-

    Gradually, turbine downhole motors came into use. The use of downhole

    M any turbines were used in the former Soviet Un ion and 80 of the

    Because of the drawbacks of turbines, positive displacement motors

    s) came w idely into use. The first commercial PDM was introduced in

    or kick-off operations. The design capability of the PDM s to

    Even though the PDM has inherent disadvantages, the economics and

    lexibility in operating cond itions outweigh the disadvantages.

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    7 4 C H A P T E RS

    This chapter describes percussion hammers, positive displaceme

    motors (PDMs), turbines, electric downhole motors (EDM), and miscell

    neous downhole m otors (MD M ).

    D W N H O L E P E R C U S S I O N H A M M E R S

    The word perc ussio n here means impact or collision or vibratory shoc

    The principle of using the energy generated by impact loads to cut roc

    caught the eyes ofthe researchers for drilling early in the 1950s. This prin

    ple is used in percussion drills, ' ' ' ' which are also called by several oth

    names, such as downhole hammer, percussion hammer, percussive dri

    down-the-hole hammer, etc. Numerous patents have been obtained throug

    out the world, ranging from small modifications to major changes to the re

    ular hammer drill. Bit bearings and bit tooth should be designed to

    compatible with the hamm er to withstand the blows ofth e repeated hamm

    ing action. The cutting action of the bit connected to the hammer is entire

    different from that in conventional rotary drilling. The cutter should

    designed to efficiently transmit the energy into the rock formation so that

    breaks as the bit advances.

    T yp es o f P er cu ss i ve D r i l l i n g

    Broadly the percussive method can be classified under three categories bas

    on the impact types used:

    *' '**

    1. Chum drilling

    2 . Dow nhole hamm er drilling

    3 .

    Ham mer drilling

    hurn Drilling

    In this method of drilling, the drillbit is fixed to a connecting rod acting a

    piston elem ent, which causes the drillbit to reciprocate within the hole lik

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    ownhole Motors 2 7 5

    ess wave traveling through the bit assembly. This allow s m aintaining a

    bination of higher WO B and variable rotary RPM in conjunction with

    s as it requires a long connecting rod which is not very effective in

    to the bit.

    ener l Operating Principle

    simple percussive ham mer consists of

    Top sub compatible for drillcollar connection

    Outer hammer casethe housing

    Drive sub

    The drive sub carries the anvil to which the bit can be connected. The

    ton moves up and down inside the hammer ca se. The drilling fluid enters

    dow nward force due to the larger bottom face area the pis-

    uid pressure at the top of the piston which forces the piston to move dow n

    il. The anvil passes the blow to the bit and further

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    2 7 6 CHAPTER 5

    The operating principle of the downhole hammer is physically explain

    by Figure 5 .1. The operating fluid enters the top of the cylinder and push

    the piston downward. The two operational parts of the drill that determi

    the output of the tool are the cylinder and piston. The output depends on t

    working face area of the piston, piston stroke length, and the weight

    the piston.

    The w ork done by a percussion hammer can be derived from basic pr

    ciples as follows:

    Force acting on the piston = Ap x plb

    Work done = Force x Distance

    = Ap X

    ft-lb

    Work per minute

    Woik B lows

    Blow min

    Number of blows per minute = n ,

    Work per minute = Ap x

    x i x

    5

    From this simple equation, it can be inferred that the work done p

    minute is directly proportional to the pressure acting on the piston, Ap, ar

    of the piston,Ap,stroke length,

    f

    and the num ber of blows of the piston, n

    W- Weight orthephtton

    - Areao f the workingTaceof the pistwn

    L - Stroke ofthepblon

    P - Pressu re acting on the piston fare

    P

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    ownhole Motors 2 7 7

    In some hard formations, where normal drilling rate slows down, per-

    cussion drilling was able to achieve higher rate of penetration because

    of the high dynamic axial load.

    Due to low static weight on bit, com plex bottom hole assem blies are

    not required to control deviation for straight hole drilling.

    Equipm ent and the com m ercially-available bits are most of the time

    compatible for percussion drilling.

    Due to ham mering action, large cuttings may be generated, allowing a

    better geological study.

    Proved to be effective in air/gas drilling.

    On account of the high-impact energy, the hole deviation was less than

    in conventional rotary drilling.

    The transfer of stress wave energy to the formation results in severe

    vibration transmitted to the drill string. The vibration is more pro-

    nounced when the tool is drilling at shallow depth.

    When drilling through the shale section, the percussive hammering

    action d isturbs the shale resulting in a wellbore stability problem .

    The hole becomes tapered resulting in additional reaming of the hole.

    The reaming w ith ham mering may result in collapse of wellbore.

    No extensive modeling or rigorous simulation studies are available for

    percussive drilling.

    nergy

    iciency of the bit or the drilling tool unde r use. Specific energy ( E J is a

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    7 8

    CHAPTER 5

    where E| = power input

    _ = rate of volume removal

    Specific energy is also defined as the energy required to create a n

    surface area. The creation of a new surface area or new volume depends

    the type of breaking m echanism used. Application of different mechan i

    results in different specific energy for the same bit and same type of for

    tion. Experiments showed that hammering and slow compression show

    two different numerical values of specific energy for the same rock ty

    This gives a clear insight into the relationship between the mode of r

    breakage and new surface area formed.

    Specific energy varies with the type of drilling mechanism used

    the method applied. Methods of drilling can be classified as percuss

    (churn, hammer, downhole hammer) and rotary (rotary, downhole mot

    turbines, etc.).

    The work done in breaking the rock and disintegrating a length of L

    force F applied is given by W = JQFdR.

    In rotary drilling work is done both by the thrust and the torque.

    The work done by the axial thrust force = FdR

    where R = ROP, rate of penetration, in./niin

    The work done by torque = 27iNT

    where N = rotary speed , in rev/min i

    T = torque, ft-lbf

    Volume of rock removed V = ^

    4

    where D,, = diameter of the bit

    4(Fdu

    2JCNT

    Specific energy E, =

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    Downhole Motors

    2 7 9

    ere A = area drilled =

    4

    E a = Specific energy due to axial thrust com ponent

    E,r = specific energy due to rotary com ponent

    The following is the empirical equation*'^* for predicting rate of penetra-

    CP

    ROP =

    r

    (5.4)

    (H N SHN)

    C = constant

    P = operating pressure

    HN = rock impact hardness number

    SHN = shore hardness

    a, b = empirical indices

    peration Sequence

    5.2 shows the schematic of a simple percussive hammer,'' ' which con-

    a

    top sub compatible for drillcollar connection, an outer hamm er case,

    dadrivesub.The drive sub carries the anvil to which the bit can be attached.

    Figure 5.3a shows the hanging position and the fluid is bypassed through

    Upw ard m ovem ent of the piston results in the closure of the upper finger

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    28 CHAPTER 5

    housing

    valve

    hammcr

    Spring mandrel

    hammer

    return spring

    hammer

    anvil

    FIGURE 5.2 Percussion hammer operating parts.

    2 01

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    ownhole Motors

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    FIGURE 5.3 Percussion ham mer operating po sition.

    20

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    8 CHAPTER 5

    EXPONENTIAL-TYPE STRESS

    WAVEFORM.

    To obtain a realistic incident str

    waveform, the equation is defined

    as:*^^

    a

    =

    a

    (5

    where O| = incident stress

    On, = maximum stress

    t = time

    n = index

    The incident stress waveforms shown in Figure 5.4 are plotted for v

    ous values of and = 1/t. From the figure it can be inferred that for n =

    the stress rise is very fast reac hing m axim um instantaneo usly at t = 0

    slowly decaying thereafter, which can be considered an extreme case. Wh

    n

    = 1,

    the rise time is faster than the decay tim e; and when n = 2, the rise ti

    is slower than the decay time. As the value of is further increased, the

    time to reach maximum stress is further delayed and at a certain stage

    1.20 t

    8

    4

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    Downhole Motors 2 8 3

    ess waveform assumes a bell shap e, which can be considered as another

    case. In reality, when the ham mer strikes the anvil, the stress reaches

    approximates

    The instantaneous force between the rock and the bit is

    F = A ( G - 1 - O I + r W'OJ

    G^

    = refiected stress

    Fo = 0 because at t = 0, F = 0

    th bit into the formation is

    J 6 / I . / c ^ \

    l ^ i ~ ^ r I ^^ o { - > )

    dt pc

    Vo= 0 because at t = 0, dy/dt = 0

    g = acceleration due to gravity

    p = density of the material

    ^y - ^ - I ' I . - (5.8)

    dt pc

    A = cross-sectional area

    Using Eq. 5.5 and defining = l/x, the index of fiow time, the govern -

    equa tion '' is derived:

    H v O y0 I in I / t\

    + Ky

    o, e p.y;

    dt Ape pc yn

    To obtain a general solution Eq. 5.9 is normalized by defining the fol-

    ariables:

    imensionless time, t , is

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    2 8 4 C H A P T E R 5

    The normalized equation is

    The solution of this normalized dimensionless equation is

    n (n +

    The solution for the exponential waveform is shown in Figure 5.5.

    (5.

    (5.

    EFFICIENCYOF TH SYSTEM. T he e fficiency is defined as the ra tio of ene

    output to the energy input. The energy input is in the form of the stress wa

    and is given by :' ' '

    dt

    5.

    aeo

    2

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    ownhole Motors 2 8 5

    This equation gives

    lo

    2n e

    n

    E -

    (5.15)

    The energy output is the energy used in breaking the rock and is the area

    nder the force-displacement graph, and is

    io = JKydy = ^

    ence, the efficiency is

    Substituting E qs. 5.15 and 5.16 in Eq. 5.17 yields

    This equation can be written

    I ll

    n +l , 2 ' " ' ' '

    where

    4kg

    pAc

    (5.16)

    (5.17)

    (5.18)

    (5 .19)

    RECTANGULAR INCIDENT STRESSWAVES. C o n s i d e r a simple case o f rectangular

    pulse with a maximum amplitude of

    CT^,

    for a duration of nt where n = 0, 1,

    2 . . . Mathematically it can be represented

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    2 8 6 C H A P T E R 5

    1.20

    ^ 0.80

    g

    e

    0.40

    aoo

    -

    0 - 0

    - 1

    n 1

    n=2

    =3

    - 4

    1

    0.00 1.00 2.00 3.00

    t

    Incident Stress Waveform square -tau=0.5)

    FIGURE 5.6 Incid enta l wav eform ( rectan gu lar typ e).

    4

    Using the rectangular w ave condition as shown in Figure 5.6 , E q. 5.5

    written

    as'^' ^^*;

    ^ + Ky

    dt A pe pc

    < n

    dt A pe

    0 < t

    (5.21

    E quation 5.2 0 is normalized using the dimensionless variables as befor

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    Down hole Motors 287

    The general solution for Eq. 5.21 is

    y , - 1 O < t, < n

    y , = O O < td

    5.23)

    Substituting the respective energy input and output values and simplify-

    ing, the efficiency is

    ^ o < td < n

    O 0 Rolnr

    F I G U R E 5 1 0

    housing.

    Vertical cross sectionofa rotor stator and

    ublicr lcmcni

    ine of Housing

    < nitre line ofsh ft

    5 11

    Horizontal cross section ofarotor stator and housing.

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    9 CHAPTER 5

    Bearing A^embty gap

    Hanging Position

    Resting on Rotary Table

    FIGURE 5.12 Bearing assembly check .

    Rotor atching Mechanism and ssembly

    Some m otors such as Navi-Drill are equipped with a rotor holding mech

    nism to secure the rotor rotor assemb ly and hous ing assembly in case

    failure during back-off or

    twist off.

    The assembly consists ofarotor equipp

    with a retaining rod and retaining disc fitted at the top and a stop ring fitt

    in the hou sing as shown in Figure 5.13 . In case of failure the assem bly

    held at the top of the stop ring. Th e diam eter of the rod and inside diam e

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    ownhol Motors 293

    power Mx ii

    o

    Nu/Jtle

    Retaining disk

    Rolor Cmching stop plaic

    FIGURE 5.13 Roto r ca tching

    mechanism.

    Several prominent manufacturers w ith several options.

    Rugged design.

    Air/gas may be used as a power fluid.

    Uniform d ischarge . Neg ligible fluid pulsation to interfere with MW D

    instrumentation.

    Output torque and rotational speed are directly proportional to pum p

    pressure and fiowrate respectively.

    Eigure 5.14 shows the performance characteristic curves of a PDM.

    Experience has shown that mud density has little effect on the performance

    of the motor. Rather torque and horsepower are directly proportional to the

    pressure drop across the motor. As shown in the figure speed is directly pro-

    portional to flowrate and rem ains constant as torque inc reases. The effi-

    ciency increases with pressure differential until it reaches a maximum value

    at the design operation conditions and then starts decreasing .

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    94 CHAPTER 5

    X

    u

    LU

    /

    Efficiency^ /

    / / /

    Hofsepower

    /

    ^ .^^ Torque

    RPM

    Pressure Drop

    FIGURE 5.14 PDM performanc

    characteristic curve s.

    Bypass valve clogging:

    After running in to the bottom, the bypass valv

    fails to operate, resulting in diversion of fluid power to the weep slot

    To correct the defect the string has to be pulled up resulting in loss o

    rig time.

    Reaming:Whenever the hole needs reaming, the use of PDM is diff

    cult. The string gets stalled and stuck in an undergaged hole.

    Lubrication:Drilling fluid must have lubricating properties to preve

    accelerated stator wear. Stator wear is a function of fluid clean lines

    and lubricity. When air/gas is used as the pumping fluid, lubricatin

    fluid added to prevent stator damage may cause undesirable materia

    to stick to the walls of the borehole, resulting in fonnation dam age .

    Downhole motors still have short life expectancies and make the system

    less efficient.'^*'' Improved power capability and greater reliability of PDM

    is necessary to make the whole system cost effective.

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    ownhole Motors

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    To proceed further it is necessary to derive a general formula for the

    cross section of the m ultilobe m otor. Because these cross sections are formed

    by a family of curves , it is easy to generalize by considering the pitch circles

    or diameters of the housing and shaft as shown in Figures 5.15 and 5.16.

    The cross-sectional area between the housing and shaft can be approxi-

    mated as:

    A , -

    - r,)

    5.26)

    where r = radius of the housing pitch circle

    r, = radiusof the shaft pitch circle

    Because

    -t-e

    ) = ^ d , - e )

    5.27

    . , ^ , d, .

    On usmg the fact that ^ = l =

    d

    A, =

    n - M

    5.28)

    Outer Casing thickness h

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    9 6 C H A P T E R

    5

    eisstomerc minor thickness ti

    Sha

    jter Casing thickness

    IGUR 5.16 Cross section of three-lobe power section.

    To have a general expression for a multilobe motor, the eccentricity ca

    be replaced with either shait pitch circle or housing pitch circle.

    e = d,

    1 0

    Volume of the cavity is

    5.2

    5.3

    For practical use, it will be worthwhile to express the cross-section

    area in terms of either the housing diameter or the shaft diam eter instead

    tbe respective pitch circles.

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    Downhole Motors 2 9 7

    But diameter of tbe shaft is

    D

    = d, -H 2e

    D = 2ne + 2e = 2e(n -i- I). (5.32)

    S o diameter of the housing is

    Dh = 2ne -i- 2e + 2e = 2e(n 2) (5.33)

    Substituting the value of e from Eq. 5.32 into Eq. 5.28 yields

    A,

    =

    0 .7 9 | i ^ D j (5.34)

    2-0

    Defining outside diameter of the motor as:

    D . = D , + t, (5.35)

    wbere t, = 2(t| + t,)

    t, = thickness of the elastomer of the housing

    ti = metal thickness of the housing casing

    In terms of diameter of the motor the cross-sectional area is

    / . _ . 2 \

    A . = 0 . 7 9 ) ^ ( D , , - t , ) (5.36)

    ( 2 - i )

    where

    D

    = D, + t,

    E X A M P L E 5 1

    Calculate the eccentricity and diam eter of motor for the following motor

    configuration:

    Configuration = 1:2

    Diameter of shaft = 3 in.

    S O L U T O N

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    9 CH PTER

    Diameterof the housing = 5.5 in.

    Outside diameter of the motor can be approximated using the followin

    relation:

    = Du + 2e

    ^

    ~ 6 in.

    V O L U M E G E N ER A T ED B E T W E E N H O U S IN G

    A N D S H A F T W i t h

    t h e

    a b o v e d e v e l o p m e

    of generalized cross-sectional area of the multilobe motor, the volume gen

    erated by the cavities of the multilobe motor can be derived for an ideal leak

    free motor. For a leak-free motor, the volume generated by the geometric

    features of the motor is

    V = A, X p, 5.37

    where p = pitch of the housing

    n = number of windings of the shaft

    Using Eq. 5.36, volume for the multilobe motor is

    V = 0.79- ^ r P h D - t , f 5 38

    1 2

    where i = winding ratio of the motor, i = ~, - , . . .

    SE LING AND SE LING

    LINES

    The sealing is one of the important character

    tics of any positive displacement motor. To ensure ideal operation of th

    motor without any leakage, sealing and the seal lines formed need to b

    known and understood fully.

    The leakage loss is a loss of capacity through the running clearance

    between the shaft element and the housing element. Figure 5.17 shows th

    elevation and lateral view of the power section at four different position

    when the shaft is not rotating.

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    ownhole Motors

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    IGUR 5.17 Horizontal cross section of two-lobe power section.

    Rotation of the shaft resu lts in virtual deformation of the surface decreasing

    the cavity on one side and increasing the cavity on the other side resulting in

    a motoring action. This can be considered as a positive displacement mo tor

    of infinite stroke length as explained earlier in the volume traced by the cav-

    ities.

    Due to hyp ocy cloidal m otion oft he shaft the sealing line is helical

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    3 CHAPTER 5

    IGUR 5.18 Horizontal view of two-lobe power section.

    using asterisks. The sectional views at different cross sections are show

    and the corresponding designated cross sections are marked in Figures 5.1

    and 5.20.

    To visualize and have a solid understanding of the cavity it is necessar

    to have different views of the motor. Figure 5.21 shows the progress ion o

    the cavities and the procession of the shaft/housing cross section at differen

    positions along the axis of the power section of the motor.

    IGUR 5.19 Sectional view of vertical cross section sections 1-7).

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    Downhole Motors

    3

    IGUR

    5.21

    Isometric view of housing and shaft.

    Figure 5.22 shows the vertical cutaway view of the cavities in the longi-

    The cavities can be seen at two different shaft positions in both

    a n d lo w r a te

    mechanical horsepow er developed by the motor can be calculated from

    e product of torque and angular velocity:

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    3 2 C H A P T E R 5

    IGUR 5.22 Cutaway view of housing/shaft two-lobe, three-lobe power sectio

    Tocarry out the calculations for a multilobe motor it is required to expr

    various parameters in terms of either winding number or winding ratio.

    The flowrate required to rotate the shaft at N rpm for a multilobe moto

    Q =

    5.

    Using the above relations, the hydraulic horsepower for a multilo

    motor can be expressed

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    ownhol otors

    303

    T = 0.01 Api

    l + i

    2 i f

    5.44

    E X A M P L E 5 2

    The following data pertain to a PDM of configuration 7:8. Diameter of

    gpm. Assume an efficiency of 70 .

    i = winding ratio of the motor = 0.875

    T = 0.01x350x0.875

    1.875

    X 36x24x0.7 = 2,744 ft-lbf

    (2-0.875)'

    l speed of the motor can be calculated using the relation

    Q

    N

    0.79

    o

    N

    2 0=

    400x230.98x1.125'

    0.79x0.875x1.875x24x36

    = 104 tpm

    PRESSURE.

    Stalling is one of the disadvantages of the PDM. This con-

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    3 0 4 C H A P T E R

    without doing any work. The reactive torque at stall condition is signiflc

    and will be at a maximum. Once stalling is noticed, the string should be c

    rected immediately by pulling the string off bottom and circulation stopp

    to prevent elastomer/shaft damage. Stalling pressure can be calculated us

    the approximate relationship:

    P,p = (1.70 ~ 2 ) p _ (5.4

    where Ap^^ = maximum pressure drop across motor, psi

    Figure 5.23 shows the change in pressure that can be observed in

    standpipe gage during the off-bottom, on-bottom, and drilling off and s

    condition of the motor.

    Operating stall efficiency, Ti^ is a useful parameter to estimate the mo

    stall condition and is defined as the ratio of the operating torque to

    stall torque :

    T

    n = ; p

    (5.

    where T^, = actual torque measured at the stall cond ition

    E X A M P L E 5 3

    Calculate the stall pressure for the following operating and geom etri

    conditions of a PDM.

    Configuration = 1:2

    Diameter of the motor = 8.25 in.

    Speed and torque ofthe motor = 340 rpm, 1,900

    ft-lbf

    respectively

    a flowrate of 600 gpm

    Assum e an efficiency of 80 .

    S O L U T O N

    i = winding ratio of the motor = 0.5

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    ownhole Motors

    5

    n ll m

    rilled Off

    Molor Stall

    IGURE 5.23 Standpipe gage pressure chan ges due to motor opera tion .

    1,900

    0.01x0.5

    1.5

    = 460 psi

    X

    64

    X

    24

    X

    0.8

    ( 2 - 0 . 5 )

    pproximate stall pressure

    is 810 psi.

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    306 CHAPTER 5

    housing as shown in Figure 5.24. So, the effective speed of the motor is l

    than the calculated theoretical value. Also due to the change in configurati

    at the motor inlet there will be a loss Q,, called inlet losses. The net flowr

    is the sum of the theoretical flow, the leakage due to the pressure different

    between the cavities and the inlet losses. So the net flowrate is

    Qnet = Q, + Q. + Q 3.4

    where Q, = geometrical or theoretical displacement per minute

    Q, = leakage between the running clearance between the seals

    Qi = inlet losses that can be neglected ,

    The volumetric efficiency of the motor is the ratio of the actual flowr

    to the theoretical ow rate and is

    Q,

    Q.

    5.4

    It is very interesting to study the behavior of the seal lines at vario

    positions. The seal lines or leakage lines are helical. The length of the se

    lines varies for different w indin g ratios of the motor. The num ber of s

    lines has a direct relationship with the motor performance.

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    Downhole Motors

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    e a r in g T h r u s t

    e bearing section of the motor is a critical part in the motor assembly, which

    r operating conditions of the motor, but also for the system as a wh ole.' '

    The axial thrust on the bearings is composed of the following four

    Hydraulic thrust created by the pressure drop acting on the cross-

    sectional area (hydraulic thrustF^ yJ.

    power wcuo n

    Weighiofrod

    iranstniMKin section

    bearing tedian

    pressure d n p acrcsx the motor

    T Weigtiiof transmission shaft

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    3 8 CHAPTER 5

    power tedien

    I We^of

    pressure drop acrt ss the molor

    bearing acclion

    f d

    gbl of Imtim isiion ihali

    prc nu rc d rop acn> i ihc Ni

    Puillp iilTl i in i ;

    IGUR 5.26 Forces acting on the bearing section with

    diamond bits.

    Hydraulic thrust created due to the pressure drop across the

    (hydraulic thrustF^yd^,).

    Thrust due to the radia l force {m echanical thrustFn,^^)-

    Self-weight of the shaft and the U-joint (weight thrustF^^,).

    The hydraulic thrusts can be approximated by

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    ownhol

    Motors

    309

    shaft with the eccentricity ofthe shaft.

    This unbalanced force has two components, axial F^ and tangential F^.

    The tangential force is given by ^

    F, = 47i-A,p,^,n,N^e (5.51)

    The axial component can be calculated from tbe following equation con-

    (5.52)

    Ph

    F ,

    = 8.9xlO-^A,p,l,n,N^e- (5.53)

    Ph

    The thrust due to weight of the rotating elements including transmission

    F^ = ( A , ^ , n , p , - F W J B F

    (5.54)

    e BF = I - ^

    PrJ

    p^ = mud density

    p^ = rotor density

    4 = length of the rotor

    The net axial thrust on the bearing can be given as:

    - P . F F

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    ' ' i

    3 1 C H A P T E R

    The pressure drop across the bit can be given as:

    Substituting Eqs. 5.47 and 5.56 in Eq. 5.55, the net thrust on the bea

    is modified to:

    9xlO^'AAn,ep,N^

    Ph

    ,l,n,Pr + W ) B F - WOB

    KKi

    y

    2 i f

    5

    Kb = formation hardness, teeth, bearing, and mud coefficient

    In addition, the flowrate can be given by the following equation'^**

    terms of the configuration and power section dimensions as:

    Q = K,iDp,N (5

    where K. = 0.0034-

    2-i =

    O p t i m i z a t i o n w i t h P D M

    Often, downhole motor pressure-loss calculations are not explicitly inclu

    in the overall hydraulic optimization and bit nozzle selection with the av

    able pum p power. To improve the optimization and m ake the system m

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    Downhole Motors

    3

    en, jet nozzle optimization is carried out assum ing pre s-

    wer, bit jet impact force, or rate of penetration.

    lling operations, the total pum p pressure needed is equal to the sum of

    and the frictional pressure losses in tbe annulus. In the 1950s, it was

    out that the effectiveness of the jet bits could be improved by increas-

    c pow er of the mud pumps. Shortly after that, several authors

    Furthermore, for the true maximization of the bit hydraulic horse-

    the motor is a strong ftinction of motor

    is directly proportional to the weight app lied to the bit. Th e rela-

    ^ fwOB-D^,"

    Apm Kn; ^ (5.5 9)

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    3 2 CHAPTER S

    pp r

    includes the losses in the drillstring, annu lus, and surface lines.

    relationship between the pressure drop, App^^, and flowrate for turbulent f

    may be satisfactorily represented by a power law equation as follows:

    A p p ^

    = K Q ' . (5

    Here K is a constant and s is an index representing the degree of tur

    lence in the circulating system. The coefficients K and s are found by c

    ducting a rig pump test with tbe bit offbottom.A minimum of two circula

    flowrates and standpipe pressure are required for the estimation of thec

    ficients. For nonsealed bearings a small percentage of circulating fluid

    passed through the mechanical seal to act as coolant and lubricant for

    bearing assembly. So, the bit flowrate m ay not be the same as the pum p

    culation flowrate. To account for other split flows in dow nhole com pone

    the generalized equations to calculate the K and s for m ultiple flow paths

    given by the following equations:

    ( P -yP-).

    , 5 .

    and

    K

    where ^ ^

    bypass flow ratio or the ratio of the diverted flow in the dow

    hole tools to the total pum p flow

    The flowrate and total flow area of the nozzles are selected to use

    available pum p pressure fully (i.e., for the given solution, the sum of the p

    asitic losses, pressure drop across the motor, and the pressure drop over

    bit equals the maximum pump pressure). This means that after the true op

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    Downhole Motors 3 1 3

    impact force is given by

    [ 2 A p - A p

    K s+2 ) J

    5.64

    The av erag e rate of pene tration as a function of weight on bit and bit

    (5.65)

    The power required for drilling can be given by the following empirical

    H P , K,WOB^ND^ (5 .66)

    Equations 5.64 and 5.65 are based on the assumptions that the formation

    ed that will maximize the rate of penetration with the available pump pre s-

    E X A M P L E 5 4

    The following numerical example illustrates the calculations of the opti-

    16-in. casing depth = 1,000 ft Openhole depth = 6 ,450 ft

    Bit diameter = 6X in. DrillcoUar length = 400 ft

    Mud weight = 9.5 ppg Rheology model = Pow er law

    Weight on bi = 6,000 lbf Maximum pum p power = 1,500 hp

    a,

    1.25 a = 0.75

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    3 4 C H A P T E R 5

    Diam eter of the housing = 5.5 in.

    D iam eterof the shaft = 2.43 in.

    Pitch of the motor = 35.75 in.

    Efficiency = 70

    Maximum horsepower = 40 hp

    S O L U T O N

    K =

    K K

    ^b

    KyKi

    where K, = 5,252;

    and

    = 0 . 0 1

    Kb = 4 X 10 '

    = 0.333

    S o pressure drop coefficient,

    Kj = 63.08

    Equation 5.59 can be used to calculate the pressure drop across the m o

    for various weights on bit. The pressure drop calculated for a weight on

    of 6,000 M i s

    6.37

    Figure 5.27 shows the plot of power per area through the bit for a ran

    of flowrates, various total flow areas (TFA ), and w eight on bit for a 1:2 mo

    configuration. The following steps can be used to determine the TFA a

    pump rate required to maximize bit power per area.

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    ownhole Motors 3 1 5

    kips

    o

    0.6

    0.4

    O

    O 100 200 300 400 500 600 700 800

    Flowrate gpm)

    IGUR 5.27 Hydraulic horsepower/in.^ (HSI) versus flowrate.

    2

    1.8

    1.6

    1.4

    1.2

    1

    Further, in a similar fashion, calcu lations can be repeated for different

    of the total system pressure loss. (Essentially, this case results in zero

    t increases, the flowrate at which the maximum power per area of the bit

    From the foregoing calculations it can be clearly seen that the sizing of

    ithout the inclusion of the weight on bit might result in lower

    er per area. So an operating window of weight on bit needs to be selected

    estimate the total flow area to achieve the maximum power per area.

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    3 6 CHAPTER 5

    100 200 300 400 500 600 700 800

    Flow Rate gpm)

    IGUR

    5.28 Impact force versus flowrate.

    capable of producing this pump rate, use the maximum pump r

    that the pumps can produce.

    2. De termine the TFA right-side Y axis) that corresponds to the pu

    rate determined in Step 1.

    The behavior observed in power per area is also observed in the ma

    mum impact force calculations. Noninclusion of weight on bit in the ana

    sis not only results in lower impact force but also results in improper sizi

    of the nozzles.

    Figure 5.29 shows the plot of ROP for various weights on bit. Also, t

    plot shows the ROP for various configurations of the motor. It can be se

    that maximum rate of penetration decreases with the increase in the numb

    of lobes of the motor, and the occurrence of the maxim um RO P is achiev

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    ownhole Motors 317

    O 10 20 30 40 50 60 70 80 90 100

    WOB Ibf)

    IGUR

    5 29

    ROP versus WOB.

    otor in use. The rate of penetration prediction is restricted

    bit

    haft by fltting a nozzle at the top of the sbaft which aids running

    otor at lower speed at high flowrate. Tbe nozzle can be changed accord-

    ng to the amount of the flow to be bypassed or split. If bypass is not required

    clean the hole calls for additional flowrate the fluid can be bypassed through

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    3 8 C H A P T ER 5

    the motor. PDM with rotor nozzle can be run into the hole without dum p valv

    and with this option the fluid gets drained automatically thereby preventi

    wet trip-out. It also helps to reduce the swab and surge pressures.

    otor ozzleSizing

    Sizing of the rotor nozzle is important, and the correct nozzle size should

    selected to ensure that the desired power is available throughout the run an

    at the same time minimum flowrate required to clean the hole is maintaine

    The following simple steps'^'' help to size the nozzle effectively:

    1. Establish the differential pressure range based on the expected weig

    on bit range.

    2 .

    Calculate the range of operating flowrates,

    Qp.

    required for the run

    3 .

    Estimate the minimum flowrate required for hole cleaning , Q.

    4.

    If the operating flowrate is less than the minimum flowrate for hol

    cleaning, calculate the additional flowrate, Q,, that will be bypasse

    through the rotor nozzle.

    5 . Size the nozzle using the equation:

    ^2 8 . 3 1 1 x 1 0 ' x Q ; x p ,

    A^r = ^2 , ^^ (5.6

    C d X

    A p ^

    where Q, = discharge coefficient

    Ap,n = pressure drop across the motor, psi

    p^ = density of the circulating fluid, ppg

    Qrn = bypass flowrate through the rotor nozzle, gpm

    A, = area of the rotor nozzle, in.

    The proper nozzle size can be calculated by rearranging Eq. 5.6

    Ro tor noz zle is often ex pressed in ^ in. For exam ple, if th

    rotor nozz le is specifled as 14 , the rotor nozzle has a diam eter o

    % in.

    6. Check that the diameter of the nozzle is sufficiently smaller than th

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    Downhole Motors

    319

    Minimum flowrate required for hole cleaning = 475 gpm.

    Motor Data: Conflguration = 2:3

    Diameterof the motor = 6.75 in.

    Pitchof the bousing = 23 in.

    S O L U T O N

    Diameter of the housing is assumed to be 6 in.

    Pressure drop expected across the motor power section is

    3

    0 .01x0 .66

    1.666

    i 2

    = 8 3 6 p s i

    X 23 X 36 X 0.7

    (2-0 .666)

    Operating flowrate required:

    _ 300 X 0.79 X

    0.666

    x 1.666 x 23 x 36

    ~ 230 .98x1 .333

    530 gpm

    Because this flowrate is higher than the minimum required flowrate of

    475 gpm, there is no necessity to flt a rotor nozzle.

    E X A M P L E 5 6

    Compute the rotor nozzle size required to drill a 12J^-in. hole with a bit

    torque of 4,000 ft-lbf and 90 rpm. The mud weight required is 10 ppg.

    Minimum flowrate required for hole-cleaning is 900 gpm.

    Motor Data:

    Motor configuration = 6:7

    Diameter of the motor = 8 in.

    Length of the motor = 16.8 ft

    Number of stages = 5.3

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    32 CHAPTER 5

    Pressure drop expected across the motor power section is

    4,000

    0 . 0 1 x 0 . 8 5 7 1 4 2

    1 857142

    252 p

    X 38 X49 X0.7

    ( 2 - 0 . 8 5 7 1 4 2 )

    Flowrate required:

    _ 90 X0.79 X 0.857142 x

    1 857142

    x 38 x 49

    ' ~ 2 3 0 . 9 8 x 1 . 1 4 2 8 6 '

    Because the operating flowrate is less than the minimum flowrate, t

    additional flowrate that needs to be bypassed is

    Qm

    Qmm Qop = 900 - 698 = 202 gpm

    202 0 _

    Bypassed flowrate =

    698

    Assu m ing a discharg e coefficient of 0.95 , the area of the rotor nozz

    can be computed as below:

    | 8 . 3 1 1 x l 0 ^ x 2 0 2 x 9 . 5 ^

    0.95' X 252

    Rotor nozzle diam eter = d^ = V 4 x 0.37637/71 = 0.692 in. Nozzle size

    expressed in / in. and the closest rotor nozzle that can be selected

    22 (0.49X32 22).

    Squa re Mo to r

    Square downhole motor design is a variation of the typical PDM with mod

    fied body design. However, the operating principle is the same. A squa

    motor and a BHA with a square m otor are shown in Figure 5.30. Other attac

    ments, such as a dump sub and thruster, can be used with this type of mot

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    Downhole Motors

    321

    Pawfv StKtlini

    Hixifing

    FkMiSub

    Stabrco

    Square

    Motor

    IllHItJllg

    3

    or

    6 Point

    SUnl Rpi im

    F I M I

    Sub

    (if rnfuirMt)

    Suunrp

    Mh>r

    Modified

    Nt 8il

    FIGURE 5.30 Square motor and associated BH As .

    Courtesy: NQL-Stabeco.)

    ave been widely usedby theRu ssian drilling industry to avoid drill-

    string rotation.

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    3 C H A P T E R 5

    IGUR

    5 31

    Turbodrill performa

    characteristic curves.

    Figure 5.31 shows the perfonnance characteristic curves of a turbodri

    Unlike the PD M , the turbine s torque is inversely proportional to speed, wi

    its maximum value at zero speed (stall point) decreasing to zero at runawa

    speed (no WO B). Power is zero at stall point, rises to a max imum at desig

    operating speed (half the runaway speed), and decreases back to zero at ru

    away speed. The motor speed is independent of mud density and depen

    only on the flowrate. The pressure drop remains almost constant at diftere

    speeds.

    Turbine perating arts

    The main parts of a turbine motor, shown in Figure 5.32, are

    1.

    Bypass or dum p valve

    2. Rotor and stator housing

    3.

    Bearing and rotating assembly

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    Downhole Motors

    3 2 3

    or Dump

    Vaive

    ypass va lve consists of radial po rts. The ports are closed by pressure

    uid circulation is established resulting in actuation of a sliding

    . The ports get opened when the pressure is released as a spring forces

    ion of the motor while tripping. Also the valve serves to drain the

    similar to one shown in Figure 5.9 wh ich shows the valve in open and

    Stator Housing

    which forces the rotor to tum in the clockwise direction. The continu-

    ws a turbine stator and rotor.

    earing and Rotating

    ssembly

    is part is considered to be the most critical part of the turbine m otor and

    dvantages of the Turbine

    High rotary torque is developed at the bit where actually required. So

    no flexible joint is required as in the case of PD M .

    Turbine produces high rotational speed with low weight on bit.

    Due to the high rotational speed high penetration rates can be achieved

    with PDC diamond bits.

    Allows fluid circulation regardless of motor hp or torque produced o r

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    3 4 C H A P T E R

    S

    FIGURE

    5.33

    T u r b i n e s t a t o r

    a n d

    r o t o r . {Courtesy: Smith Internationa

    Inc.)

    FIGURE 5.34

    T u r b i n e b e a r i n i

    a s sem b ly . Courtesy: Smith

    International, Inc.)

    o c c u r s i n t h e t u r b i n e itself B e c a u s e t h e c l e a r a n c e b e t w e e n t h e s t a t

    a n d r o t o r i s v e r y s m a l l , s o l i d p a r t i c l e s i n t h e m u d c l o g t h e t u r b i n e

    c a u s i n g s e i z u r e .

    Reaming:

    T h e u s e o f t u r b i n e s m a ke s ho l e re a m i n g w he n e v e r r e qu i r e

    d i ffi cu lt d u e to hi gh r o t a t i o n o f t h e b i t r u n a w a y s p e e d ). T h e s t r in

    g e t s s t a lle d a n d s t u ck in u n d e r ga g e d h o l e s .

    Bit selection:

    H i g h r o t a t i o n a l s p e e d o f t h e t u r b i n e r e s t r i c t s t h e t y p e

    b i t s t o b e u s e d . T r i co n e r o lle r b it b e a r i n g life i s d r a s t i ca l ly r e d u ce d b

    h i g h r o t a t i ona l s p e e d .

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    Downhole Motors 3 25

    Efficiency: Efficiency decreases drastically (compared to PDM) when

    operating at off-design conditions.

    Performance: Difficult to assess the dow nho le perform ance wh ile

    drilling.

    Hydraulic Turbine

    In a hydraulic turbine the working fluid is assumed to be incompressible and

    he main performance parameters are torque and rotary speed. The torque

    deve loped by a turbodrill can be calculated from the following mo dified

    Ruler equation:'^

    T = 27rQp^r'n,NTi (5.68)

    where

    r\

    Q = flowrate, gpm

    Pm = mud weight, ppg

    r = square of mean blade radius, in.

    n^

    number of turbine stages

    N = rotation speed of turbine, rpm

    r|i, = hydraulic efficiency

    Stall Torque and Runaway Speed

    Stall torque is the maximum torque needed to stop the turbine shaft from

    rotating and occurs at zero rpm.

    Runaway speed or no load speed is the rotational speed of the turbine

    when there is no torque or resistance to the fluid flow through the turbine. It

    occurs at maximum speed.

    Stall torque and runaway speed are related by

    T =T -T ~

    where 0) = angular velocity

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    3 6 C H A P T E R

    5

    The mechanical horsepower developed by the turbine can be calculate

    from the product of torque and angular velocity:

    MHP = N (5.70

    5501,60 J

    which can be further written as:

    550

    or, in terms of torque:

    550 l,60J

    Stall torque of a turbine can be given by the following equation:

    (5.71

    T, =8 6595 10^= ta n ,n ,p ,Q T i ,

    27th

    where ^ = exit angle,

    ri| = mechanical efficiency

    h = height of the vane, in.

    n^ = number of stages

    l io = Hm X Tlvol

    Tlo = overall efficiency

    T) = volumetric efflciency

    Runaway speed of the turbine can be calculated from

    N, ^18 .3 8 ^r; (5.73

    7chr

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    Downhole Motors 3 2 7

    Torque,

    = ^ an d T; = T f

    X

    Cf

    T, [Q j

    Horsepower,

    = ^ l and HP^^HP, xc,

    HPa

    I Q J

    where Cf = mud correction factor defined as the ratio of the new mud w eight

    to the reference mud weight

    These relationships are helpful to estimate the required performance param-

    eters of the turbine for other than the reference flowrate and mud density.

    E X A M P L E 5 7

    Calculate the flowrate required and the output of a turbine to produce a

    torque of 2,000 ft-lbf operating at 500 rpm for a turbine pressure drop of 800

    p s i

    Assum e an efficiency of 70% .

    S O L U T O N

    QAp

    1,714

    MHP = ^ 1 x 5 0 0 = 190 hp

    550 l,60j ^

    . . MHP

    using the equation r\ =

    QAp

    1,714

    ^ MHP 190x 1 ,71 4 ^^

    Q - -

    ~

    = 509 gpm

    * 0 8x800

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    3 8 CHAPTER

    Number of stages = 200

    Flowrate = 300 gpm

    Mud weight = 9 ppg and 12 ppg

    Performance characteristics of the motor with reference flowrate of 300 gp

    and 9 ppg mud are given in Figure 5.35.

    SOLUT ON

    For mud

    we ight

    9 ppg:

    P re ssu re d rop : F rom the g r a ph the p r e s su re d rop for 300 gpm

    755psi.

    M a x i m u m h o r s e p o w e r : F r o m

    the

    g r a p h

    it can be

    s e en t h a t m a x i m u

    horsepower

    is 90.

    B e c a use theto rque atop t im u m spe e dis onehalfof the s ta ll to rqu e th

    stall torqueis - 2 x torqueat 300 gpm.

    From

    the

    chart

    it can be

    seen that

    the

    torque

    at 300 gpm is 820

    ft-lbf.

    He nce s tal l torque= 1 640 ft-lbf

    For

    mud weight

    12 ppg:

    P r e s s u r e d r o p for new mud d e n s i t y can be c a l c u la t e d u s ing th

    re la t ionship.

    35oq

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    ownhole Motors

    3 2 9

    So pressure drop for the case of 12 ppg mud is

    Ap = 7 5 5 x = 1 006 psi

    F ^ f

    Maximum horsepower is

    HP = 9 0 x = 1 2 0 hp

    9

    Stall torque is

    T = 1 640 x = 2 187 ft-lb

    n e u m a t ic T u r b i n e

    Turbines consist of stages and each stage is composed of a stator and a rotor.

    The stator is an array of chokes used to direct jets of high-speed air into the

    rotor. The je ts of air are diverted by the rotor producing a turning force or

    torqu e. The max imum torqu e is produ ced w hen the rotor is still and the

    torque decreases linearly w ith rotor speed because the velocity of the air jet s

    relative to the rotor also decreases with rotor speed. When the rotor tip is

    moving at the air speed there is no force and the turbine is said to be at the

    no-load speed.

    The pneumatic turbine-powered drilling engine is an impulse-type tur-

    bine.In ideal impulse-type turbines there is no expansion in the flow through

    the stator. The entire p ressure drop occurs in the rotor which acts as a sta-

    tionary nozzle. The pressure remains con stant through the blade w hile the

    kinetic energy decreases. It is desirable to have subsonic flow at the nozzle

    outlet so that pressure surges can be felt at the surface. H ow ever if the

    required power implies supersonic velocities then a converging-diverging

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    3 3 C H A P T E R

    S

    motor, and should therefore be determined for each configuration (air an

    motor prope rties). ,

    The following are the main equations used to model the performance o

    the motor:

    VN = 109.45V (T| + 460X1 - PR^'^^ ) (5.7

    where PR = pressure ratio

    (5.7

    (5.7

    sonic ^ Pthioal

    d

    5 5

    HP

    Pos i tive D isp lacem ent M oto rs PD M ) ve rsus Turbodr ills

    The critical parameter in the performance of a PDM is the pressure dro

    across the motor, while for a turb ine it is the speed. ^^' Th is is due to the fu

    damental principle of operation of each motor. PD M s operate on the Moinea

    principle, in which torque is produced from the pressure differential. Th

    turbodrill works according to a hydrodynamic principle, in which power

    produced from the energy transfer between the moving fluid and the van

    inside the motor. The flowrate in a PDM must be zero if the bit does n

    move . Contrarily, in the turbine tbe fluid can always be circulated.

    The main disadvantage that drillers find in turbodrills (compared to PD M

    is the bit problem s caused by the high rotational speed at which they operat

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    ownhole Motors 331

    The operational advantage of a PDM over a turbodrill is that the PD M s

    efficiency is less affected when operating at off-design conditions. As seen

    in Figures 5.14 and 5 .30, the efficiency curve of a PDM is flatter than that of

    the turbine.

    Regarding positive displacement m otors, while a lot of varieties are avail-

    able in the market, there are still inherent problems associated with tbe per-

    formance of the tool with coiled tubing drilling. While some simulation and

    performance characteristics studies have been done for turbines, there is no

    evidence of simulation studies done or mathematical models available to

    address the behavior and performance of the positive displacement motor.

    The force of tbe air jets can be quite high, as high velocities are easy to

    achieve . At a pressure ratio across tbe stator of about two to one, the air veloc-

    ity w ill be sonic (1,100 ft/s). Even higher veloc ities can be reached in super-

    sonic nozzles, but such designs are tricky, due to the shocks that may occur

    as the pressure and flowrate vary.

    The added advan tage of the turbine is that it is open to flow it will pass

    air at tbe same rate regardless of rotor speed. This advantage is balanced by

    the tendency to run at high speeds. High air speeds are required to get high

    torques at small sizes and low flowrates, and as a result, such units naturally

    tend to run at high speeds.

    Fluid Volume Requirements

    Air drilling engines are generally designed to run based on the cleaning vol-

    ume,

    that is, the fluid volume that is required to remove the drilled cuttings

    from the ho le. All techniques* *' for selecting volum e requirem ents in air

    and gas drilling require both the specification of a cleaning criterion and a

    method for evaluating whether that criterion is met.

    Hole-cleaning criteria fall into three categories: gas energy, cuttings ter-

    minal velocity, and minimum bottomhole pressure. There is no universally

    accepted approach to designing volume requirements either in vertical or

    deviated air drilling. What works well in one area may prove a poor choice

    in another.

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    33 CHAPTER S

    the required bit torque at operating conditions and from that estimate the ma

    imum required turbine torque. Given the required turbine torque and the tu

    bine rotor diameter, it is then possible to estimate the number of turbin

    rotor/stator stages that will be required to extract that torque from the airflow

    Three methods for estimating the bit torque required for drilling are giv

    below. A simple integration indicates that for a flat-faced drag bit the torqu

    should be

    ^ l , 0 0 0 | i x W O B x D b

    T =

    ^ z

    ^ (5.7

    Smith Tool*^* has published a horsepow er model for roller cone bits th

    can be converted to a torque m odel:

    T = (5,250)F,fWOB' - DJ-^ (5.8

    and

    Warren* ' * *

    has developed the following relationship;

    C1 HC2

    (5.8

    where WOB = weight on bit, 1,000 Ib

    Db = bit diam eter, in.

    |X = bit to formation friction factor

    F r = formation constant (1.4 x 10 ^ for the softest formation an

    highest torque)

    R = rate of penetration (ft/hr)

    f = tooth wear function (

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    ownhole Motors

    3 3 3

    The lock-rotor torque can be calculated from:

    ^ 2rhvrcos(a)

    g

    = the weight flowrate of air, lb/s

    V = the air velocity, ft/s

    r = the rotor radius, ft, in all cases 4 in. less than the tool outer

    diameter

    a = the attack angle of the air je t (30 in this study)

    g = the accelera tion due to gravity, 32.2 ft/s^

    e a r in g T h r u s t

    basic components of the thrust on the bearing of the turbine are the sam e

    he case of the PDM as described below.

    The net axial thrust on the bearings due to weight on bit and hydraulic

    Hydraulic thrust created by the pressure drop acting on the cross-

    sectional area (hydraulic thrustF,,^jJ.

    Hydraulic thrust created due to the pressure drop across the bit

    (hydraulic thrustFi, , ^,).

    Self-weight of the shaft (weight thrustF^^,,).

    Weight on bit.

    The hydraulic thrust'^*' can be approximately obtained from Eqs. 5.48

    r ^ | ? f ) 5 . 8 4 )

    ^ = rotor diameter

    Dj = stator inside diameter

    Di = rotor body (hub) diameter

    Apn, = pressure drop across the motor

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    4 CHAPTER 5

    where p = mud density

    p,

    = rotor density

    w^ = weight of the rotor

    D3 = hub extended portion diameter (usuallyD3> D2)

    The net axial thrust on the bearing is

    (5.

    The pressure drop across the bit is

    E L E C T R O D R I U M O T O R E D M )

    The history of the electrodrill dates back to 1891 .**** Russians developed

    field-tested three noteworthy electrodrills. The first too called the Arutun

    electrodrill carried an electric motor, which was used to drive the bit throu

    a gear reduction system. The tool was lowered into the hole with the w

    line,

    which supplied the povyer. The second tool resembled the above pi

    less tool, but had the capability to rotate the upper part of the tool. The th

    version was a modified tool, which was attached to the bottom of the p

    and run with cables and cable connectors. All these tools had the disadva

    tage of high rotational speed com pared to rotary drilling.

    The electrodrill downhole motor built and tested by General Electric

    1976 is based on standard submersible pum p mo tors. They use a retrieva

    power cable and a telemetry system, which makes downhole measureme

    of various drilling and safety parameters, and transmits them to the surfa

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    ownhole Motors 335

    A feasibility study on Electric Drilling M otor for Coiled Tu bing was

    e performance param eters of the electric motor are frequency, horsepow er,

    According to the conceptual design performed by CTE S, motor systems

    K in. and larger outside diameters are technically feasible. These motors

    ld run at speeds of 1,200 to 3,600 rpm by varying the frequency from

    o 60 Hz. This may c reate a need for a gearbox, similar to the pneum atic

    Horsepower

    F = Frequency>^.K /

    F -->'-^''' 7/

    / /

    1 / /

    / /

    / /

    \ \ ^

    ^ \

    \ \

    \ \

    \ \

    \ \

    \ \

    \

    \\

    \\

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    336 CHAPTER 5

    turbine. The maximum power output is close to 80 hp with output torque

    high as 160

    ft-lbf.

    Slimmer motors may be possible if the horsepower requ

    ments are lowered. A 10-hp motor could be as small as 1.688 in. in diame

    and 11.6 ft long.

    Recently, XL Techno logy Limited of London developed a drilling s

    tem cou pling electric dow nh ole motor'^' with coiled tub ing. The syst

    used a submersible electric motor along with near-bit downhole sensors a

    drilled 600 m of cem ent. The field tests indicated that signiflcant poten

    advantages are possible using EDM. The specifications call for a3%-in.

    assembly to enable the use of

    3

    /:-in. bit. The project is at the initial st

    of development.

    Listed in the Table 5.1 are the specifications of the electric motors u

    in the former Soviet '* '

    M IS C E L LA N E O U S D O W N H O LE M O T O R S M O M )

    Other types of positive displacement motors such as vane, piston, and g

    pumps have been proposed for downhole drilling motors. Researchers ha

    also proposed o ther new concepts of dow nho le motors''''^^' to ove rcom e

    problems posed by the conventional dow nhole m otors. A dow nhole mo

    consisting of

    a

    double shaft assembled in line was prototyped. The shafts

    coupled by a flexible coupling. They can be connected with either elect

    motor or fluid turbine. This provides a flexibility of operation in directio

    drilling. There is no evidence of field testing of tbis type of motor.

    A

    patent

    was obtained for a fluid pressure, peristaltic dow nhole motor. It cons ists o

    shaft, housing, and a few rollers so as to form deformable working cha

    bers. The drilling fluid entering the cham bers on the trailing side of the roll

    causes the rotor to rotate. In this case too there is no evidence of field test

    reports. Figure 5.37 shows a cross section of one such motor.

    A combustion type of downhole drillingmotor'* was proposed that c

    veys the fuel and oxygen to the bottom through umbilical chor

    Combustion, occurring in different chambers of the apparatus, causes

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    ownhole Motors

    337

    o

    o

    h

    e

    c

    a

    { J

    M

    O

    v:

    C

    c

    c

    o

    ^

    S

    .2

    s cS

    e 3

    E

    13 n

    c

    3

    C

    2

    1 ^

    LH .-^

    ^

    o "t.

    _?

    p a.

    R

    e

    ^

    C

    J ^

    b .

    Il

    a s

    ^5

    ^ -

    m

    n

    ^

    o

    ( N

    n

    o

    o

    o

    ( N

    O

    o

    ( N

    S

    O

    ( N

    O

    o

    i n

    f ^

    m

    O

    OO

    i n

    r-

    m

    ON

    r o

    m

    ( N

    0 0

    i n

    ( N

    m

    ( N

    u-,

    oo

    ~~

    ( N

    - H

    m

    0 0

    i n

    r-

    O

    r o

    ( N

    ~ ~

    u-i

    ^

    o

    O

    O

    o

    m

    >n

    OO

    r

    ( N

    n

    O

    ON

    ( N

    n

    i n

    0 0

    o

    r o

    ( N

    Q

    O

    r- i

    oo

    o

    ro

    O

    n

    O

    r o

    ( N

    ^

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    338 CHAPTER

    Rol len

    Deformable membrane

    FIGURE 5.37

    Vertical cross section of the peristaltic motor.

    rotor. Although it had several advantages, such as lightweight, short leng

    and long operating life, it could not be tested successfully in the fleld.

    Equations for flowrate, Q, torque, T, and hydraulic horsepower of t

    motor are given by'^'' ^

    Q

    =

    k ,Nr ,w ,L

    T = kjjr w^LAp

    HHP

    =

    k3Nr,w,Lp, (5.

    where r

    =

    rad iuso f exposed roller section

    w

    =

    width of the exposed roller section

    L

    =

    tool length

    A new concept of downhole motor called McDrill*^''^^^ was lab and fie

    tested. It has a stainless steel rotor and stator and is vertical, thereby avo

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    ownhole Motors 3 3 9

    LE

    5 2 Com parison of Operating and Profile Variables for M DM s

    51)

    Length

    Weight

    Rotation

    Hydraulic Efficiency

    Temperature Resistance

    Standpipe Pressure

    Maintenance

    Additional Rowrate

    Handling Capacity

    FDM

    Medium

    Medium

    Eccentric

    High

    No

    Medium

    Shop

    Yes

    IXirbine

    Long

    Heavy

    Concentric

    Low

    Yes

    High

    Shop

    Yes

    Roller Vane

    Short

    Light

    Concentric

    High

    Yes

    Low

    Rig Site

    No

    McDrill

    Short

    Light

    Concentric

    High

    Yes

    Medium

    Rig Site

    No

    Comparison of operating and profile variables for different MDMs for

    eter are given in Table 5.2.

    S U P P L E M E N T R Y PR O B L E M S

    1 The following data pertain to a motor of 3:4 configuration:

    Diameter of the motor = 8 in.

    Rotor diameter = 2.7 in.

    Pressure drop across the motor = 500 psi

    Assum e a total efficiency of 80 and a volumetric efficiency of 90

    and calculate

    a. Tbe torque developed by the motor.

    b.

    Rotational speed for a flowrate of 500 gpm.

    c. Power output of the motor.

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    34 CHAPTER 5

    5.3 Using the data in Problem

    5 2

    obtain the following:

    a. Plot the torque versus pressure drop from 0 to 800 psi with an inc

    ment of 100 psi.

    b. Plot rotational speed of motor versus flowrate from 0 to 600 g

    with an increment of 50 gpm .

    c. Repeat a and b for var ious efficiencies from 70 to 100% w ith

    increment of 5% .

    5.4 W hat is the torque for a 1:2 configuration motor with a rotor diame

    of

    3

    in., eccentricity

    in., and a rotor pitch 12 in. opera ting at 450 p

    5.5 Com pare the theoretical speed, torque, and horsepow er of a ;2 l

    and a 3:4 lobe motor.

    5.6 If a 12>i-in. bit requires a torque of 3,500 ft-lbf to drill a sandstone f

    mation, what is the required pressure drop across a motor with

    dimensions given below?

    Diameter = 8 in.

    Configuration = 3:4

    Shaft pitch = 40 in.

    Eccentricity = 1.5 in.

    5.7 Pitch and diam eter of the housing are expres sed in terms of the he

    angle. Derive the equation and calculate the torque of a m otor usi

    the following data:

    Diameter of the housing = 6 in.

    Configuration = 4:8

    Pressure drop across the m otor = 400 psi

    Helix angle

    AT

    Efficiency = 80%

    5.8 Select a suitable PDM for the following requirements:

    Diam eter of the hole to be drilled = 12 ^ in.

    Bit torque = 4,225 ft-lbf

    Power output of the motor = 50 to 75 hp

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    ownhole Motors

    341

    delivered by multilobe downhole motors with the constraint of fluid

    velocity inside the multilobe motors given by

    where D,,, P^, r), i, AP, N, and n deno te the d iam eter, p itch, efficiency,

    lobe ratio, pressure drop , rpm, and num ber of shaft lobes, respectively.

    Com pute the rotor nozzle size required to drill a 12 -in. hole with a bit

    torque of

    5 250

    ft-lbf and rotating at 120 rpm. The mud weight required

    is 10.2 ppg. Minimum flowrate required for hole-cleaning is 850 gpm.

    Motor data:

    Motor configuration = 5:6

    Diam eter of the motor = 8 in.

    Length of the motor = 18 ft

    Num ber of stages = 6

    Assume an efficiency of 80 .

    11 The performance curve for a 9X-in. hole motor is shown in Figure 5.38 .

    The p erformance curve is based on water at 70F. The m otor details

    are as follows: 6:7 lobe, 5.0 stage, length of the power section 20.61 ft,

    maximum bit speed range 75 -15 0 rpm, flow range 600-1 ,200 gpm. The

    m otor is used to drill a 20-in. hole with the minim um hole-clean ing

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    ownhole Motors

    343

    Pressure d rop across

    the

    motor

    =

    300

    psi

    Estimate

    the

    torque

    and

    speed when

    the

    flowrate

    =

    450

    gpm

    Assume

    an

    efllciency

    of

    80 .

    A

    turbine-generator-bit com bination connected

    in

    tandem

    is

    used

    as

    downhole drive mechanism

    to

    power

    the bit.

    Dev elop equations

    for

    torque, pressure drop ,

    and

    overall efficiency

    of

    the system.

    the

    volumetric efficiency, mechanical efficiency,

    and

    overall

    efficiency

    of

    a

    4

    in., 4:5 configuration PDM whose performance curve

    is shown

    in

    Figure

    5.39.

    Pitch

    of the

    housing

    =

    2

    in.

    Ecce ntricity

    =

    0.333in.Pressure drop acrossthemotor= 400 psi andflowrate= 200

    gpm.Fordrilling certain sectionsofa6-in.hole,the bitrequires200

    rpm

    and 1,2 X)

    ft-lbf torque.

    To

    maintain proper hole-cleaning,

    a

    mini-

    mum requirement

    of

    200 gpm

    is

    desired. Determine w hether the above

    motor can

    be

    used

    to

    drill.

    If

    not provide

    an

    alternate selection.

    3

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    CHAPTER

    N O M E N C L A T U R E

    a, b = empirical indices

    a, = WOB exponent

    S =

    speed exponent

    A

    =

    cross-sectional area

    A

    =

    wave velocity

    A

    =

    cross-sectional area

    of

    the cavity

    Ar

    =

    area

    of

    the rotor nozz le

    Ap

    =

    area

    of

    the piston

    Af

    =

    cross-sectional area

    of

    the shaft

    Ap

    =

    effective pump-off area

    b

    = bit

    B F

    =

    buoyancy factor

    C

    =

    constant

    C j

    =

    discharge coefficient

    C =

    mud correction factor

    Db

    =

    diameter

    of

    th e

    b it

    =

    d iameterof the housing

    =

    rotor diameter

    =

    diameter

    of

    the shaft

    e

    =

    eccentricity

    of

    the motor

    E

    =

    Y oung s modulus

    E

    =

    energy input

    E^

    =

    specific energy

    f

    =

    final condition

    F f

    =

    formation constant

    Fhyd

    =

    hydraulic thrust

    F ^ =

    axial force

    Fy

    =

    tangential force

    F j = side force

    g

    =

    gravitational constant

    h

    =

    he igh t

    of

    the v ane

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    Downhole Motors 34 5

    k| = housing/shaft wear coefficient

    kj = material property coefficient

    kl = housing, shaft, pitch wear coefficient

    k^ = coefficient, 9.48

    k, = coefficient,

    1.8x10

    K = constant

    Kh = formation hardness, teeth, bearing, mud coefficient

    K, = formation drillability factor, ft/hr

    K| = winding ratio coefficient

    K, = winding ratio coefficient

    Kr, = pressure drop coefficient

    K, = constant 5,252)

    K^ = constant, 0.01

    K, = constant, 0.028

    I = stroke length

    L = tool length

    m = maximum

    rii = mass flowrate. Ibm/sec

    MHP = mechanical horsepower

    n^ = num ber of blows per minute

    n, = num ber of stages

    N = rotary speed, rpm

    Nr = runaway speed in rpm

    NT = net thrust

    ph = pitch of the housing

    P,

    = pitch of the shaft

    P^

    = stall pressure

    PR = pressure ratio

    Q = flowrate

    Q = inlet losses that can be neglected

    Qn, = bypass flowrate through the rotor nozzle, gpm

    Qr = reference flowrate

    Q, = the leakage between the running clearance between the seals

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    46 CHAPTER 5

    S = turbulence coefficient

    SHN = shore hardness

    t = time

    t| = thickness of the elastomer of the housing

    tj = metal thickness of the housing casing

    T = torque

    Tas = actual torque measured at the stall condition

    Tf = torque on the cutting face of the bit, ft-lbf

    Tj = torque due to side force, ft-lbf

    w = width of the exposed roller section

    w^ = massof the U-joints in fluid, lb

    w, = mass of the rotor in air, lb

    Wp = pump-off force, lb

    W OB = weight on bit, klb

    Wfs = width of the exposed ro ller section

    a = flow ratio

    = index of flow time

    e = exit ang le,

    p^ ~ mud weight, lbm/gal

    Tl,r|o = overall efficiency

    Tlh = hydraulic efficiency

    T|n, = mechanical efficiency

    Tls = operating stall efficiency

    Tl ,

    = volumetric efficiency

    |l = bit to formation friction factor

    p = density, Ibm/ft^

    Oj = incident stress

    y^

    = maximum stress

    Or = reflected stress

    Aph = pressure drop across the bit, psi

    Apm = pressure drop across motor, psi

    Apmax - maximum pressu re dro p across motor, psi

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    Downhole Motors 347

    2. Kayes, A.G., Imp rovem ents in and Relating to Impact-Action Self

    Propelled Mechanism for Driving Holes in the Earth, U.K . Patent No .

    2147035 A, May 1, 1985.

    3. Bourgoyn e, Jr., A.T., M lhe im, K.K., Chenvert, M.E., Young Jr., F.S.,

    Applied Drilling Engineering.SPE, Richardson, TX, 1986.

    4.

    W illis, C.A., Axial Return Ham m er, U .S. Patent No. 4,509 ,606,

    April 9, 1985.

    5.

    Cu nningham , R.A, An Em pirical Ap proach for Relating Drilling

    Parameters,

    7P7:

    July 1978.

    6. Cline , Jr., W.H., Progress Report on a Fluid Actuated Rotary Percussion

    Engine, ASM E PE, September 1953.

    7. Dow ns, H.F., Air Ham mer Drilling Permian Ba sin, The Petroleum

    Engineer June 1960.

    8. Guarian, P.L., and Arnold, H.E ., Rotary Percussion Drilling , Oil Gas

    Journal

    November 10, 1949.

    9. John T.F., 'investigation of Percussion Drills for Geothermal

    Applications,

    JPT

    85.

    Liljestrand, W., Percussion Drilling Tool Increases Bit Fo otage, The

    PetroleumEngineer July 1960.

    Price V., and W ilder L.B ., Fluid Powered Percussion Drilling Too l,

    Transact, of Rotary Drilling Conference, 1969.

    Brow n, R., The Bassinger Rotary Percussion Drill , The Petroleum

    Engineer.

    December 1950.

    Bassinger, R., Rotary Percussion Drilling: Review and a Prediction,

    Oil and Gas Journal

    October 12, 1950.

    Topanelian Jr. E., Effects of Lo w-F requen cy Percussion in Drilling

    Hard Rock, AIME Petroleum Transaction, vol. 2 13 ,19 58 .

    W hitely, M .C., and England, W.P., Air Drilling Op erations Improved

    by Percussion Bit/Ham merT ool Tandem, SPE/IAD C, No . 13429, 1985.

    W anamaker, J.A., Rotary Percussion Drilling in West Tex as, World

    Oil September 1951.

    Goikhman,

    Y.

    A .. Ulitsa etal., PercussionR otary Drilling Too l, U .S.

    Patent No. 5,004,056, April 2, 1991.

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    4 8 CHAPTER 5

    2 1 . Lund berg, B. , Energy Transfer in Percussive Rock Destruction I

    III, J. Rock Mech.

    Min. Sei, Pergamon Press, 1973.

    2 2 .

    Simon R.. Transfer of Stress

    ave

    Energy in the Drill Steel of

    a

    Percus

    Drill to the Rock, J

    Rock

    Mech. Min. Sei, Pergamon Press, 1 964.

    2 3. Sam uel, R., Percu ssion Drilling Ts It a Lost Technique? A Rev ie

    SPE 35240, prepared for presentation at the Permian Basin Oil & G

    Recovery Conference, Midland, TX, March 27-29, 1996.

    24. M oineau. Ren e' J.L., Doctoral Thesis, Faculty of Scien ces, Univer

    of Paris, 1930.

    2 5.

    Samuel R., M iska, S., and Volk, L., Analytical Study of the Performa

    of Positive Displacement Motor (PDM): Modeling for Incompressi

    Fluid, SPE 3902 6, presented at the 5th Latin Am erican C aribbe

    Petroleum Conference & Exhibition, Rio de Janeiro, August

    September3, 1997.

    2 6.

    Tiraspoisky, W.,Hydraulic Dow nhole Drilling Motors.Gulf Publishi

    Houston, TX, 1985.

    27.

    Sam uel, R., and M iska, S., Op timization of Drilling Parameters w

    the Performance of Multilobe Positive Displacement Motor (PDM

    IADC/SPE 47791, 1998 IADC/SPE Asia Pacific Drilling Conferen

    Jakarta, Indonesia, September 7-9, 1998.

    2 8.

    Sam uel, R,, and M cCo lpin, G., Optimizafion of Drilling Param et

    with the Performance of Multilobe Positive Displacement Mo

    (PDM), IADC/SPE 47791 , 1998 IADC/SPE Asia Pacific Drill

    Conference, Jakarta. Indonesia, September 7-9, 1998.

    2 9.

    Azar, J.J., and Sam uel, G.R.,

    D rilling Engineering

    Pennwell Pub lishe

    Tulsa, OK, 2 007.

    30. Report, Smith Tool, Technical Services, Irvine, CA .

    31 .

    San chez , A., Ro bello, S., and Joh nso n, P., An Ap proach for

    Selection and Design of Slim Downhole Motors for Coiled Tubi

    D rilling, SPE 37054 , International Conference on Horizontal W

    Technology, Calgary, Alberta, Canada, November 1 8-2 0, 1 996.

    32 .

    Schlumberger Pow erPak,

    Steerable Motor Handbook

    Sugarland, T

    1993.

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    Downhole Motors

    3 4 9

    6.

    M iska, S., and Bookw alter, R., "Tu rbine Perform ance at Other than

    Design Conditions." Rift Engineering & Drilling, 1985.

    7.

    John son, P.W., "Sim ulation of the Therm al Tran sients E ncou ntered

    During Air Drilling with a Downhole Turbine Motor," New Mexico

    Institute of M ining and Technology, Socorro, 1984.

    8.

    Johnson. P.W., "Testing a Downhole Pneumatic Turbine-Powered

    Drilling Motor," New Mexico Institute of Mining and Technology,

    Socorro, 1990.

    9. D eLu cia, F., and Herbert, R., "PD M vs. Tu rbod rill: A Drilling Co m-

    parison ." SPE 13026, 1984.

    0.

    Angel, R.R., "Volume Requirements for Air and Gas Drilling,"

    Petroleum Transactions

    .1951) 325-3 30; AIME, 210.

    1.

    Ikoku, Chi U., Azar, J.J., and W illiams, C.R., "P ractical Ap proach to

    Air and G as Volume Requirements for Air and Gas D rilling," SPE 944 5,

    Dallas. September 21-24, 1980.

    2. Gray, K.E., "The Cutting Carrying Capacity of Air at Pressures Above

    Atmospheric,"

    Petroleum Transactions

    i\95S)

    180-185; AIME, 213.

    3. Weymouth,

    Weymot^th

    Engineering DataBook, Gas Processors Sup-

    pliers Association, 1972.

    4.

    Machado, C.J., and

    Dcoku,

    Chi U., "Experimental Determination of Solids

    Fraction and Minimum Volumetric Requirements nAir and Gas Drilling,"

    Journal of Petroleum Techno logy November 1982, 264 5-265 5.

    45.

    W arren. T.M.. "Factors Affecting T orque for a Ro l er-Cone Bit,"

    JPT

    September 1984.

    46.

    Zade. S., Mirzadzhanzade, S.A.. Oganov. A.H., Gulatarov, H.G.,

    "Drilling of Horizontal Wells with an Electric Downhole Motor,"

    Proceedings of the 14th World Petroleum Conference, 1994.

    47.

    Coiled Tubing Engineering Services, "Electric Drilling Motor for Coiled

    Tubing, Phase IFeasibility Study." 1995.

    48. Manual for Oiland as IndustryW orkers

    Mir Publishers. Moscow, 1989.

    49.

    Allan. G.K.. "Im provem ents in and Relating to Impact-Action

    Self

    Propelled Mechanism for Driving Holes in the Earth," U.K. Patent No.

    2147035 A, May 1, 1985.

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    3 5 C H A P T E R

    5

    53 . M undell, R.H ., Fluid Pressure Do wn hole Drilling M otor, Gr

    Britain Patent 2149021, October 1983.

    54. Harris, G.L., Dow nhole Motor System, U .S. Patent No 55 183 79, M

    1996.

    55 .

    AdHoc Committee Report on Technology of Drilling for Ener

    Resources, Salt Lake City, UT, 1975.

    56.

    Fletcher, G.L., Com bustion Operated Drilling Ap paratus, U .S. Pate

    No.

    488313 3, November 1989.

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