Directional Drilling Fundamentals
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Directional Drilling Fundamentals - DC-DDF-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| DC-DDF-PEA27 | 26 - 30 Apr 2027 | 10 AM CST | 4 Hours / Day |
Online |
USD |
3000 |
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Directional Drilling Fundamentals
This course introduces directional drilling. Participants study reasons for directional wells, trajectory design and well profiles, dogleg severity, deflection tools and steering methods, bottomhole assembly behaviour, surveying and tool face control, torque and drag basics, directional drilling operations and common problems.
Description
Directional drilling places the wellbore where the subsurface target is rather than where the rig sits. It is used to reach targets offset from the surface location, to drill several wells from one platform or pad, to follow a reservoir horizontally, to sidetrack around problems and to intersect relief wells. Almost all modern development drilling is directional.
This course covers the subject from first principles. It starts with the reasons for directional wells and the common well profiles, then covers trajectory design, target definition, build and turn rates and dogleg severity limits. It covers deflection methods from whipstocks and jetting to motors and rotary steerable systems, bottomhole assembly behaviour and how build, hold and drop assemblies work, and tool face control and steering practice. The course then covers surveying tools and survey calculation, torque and drag basics, directional operations at the rig, and the problems that occur in directional wells, including tortuosity, poor hole quality and failure to reach target.
A directional well is drilled by steering a bit along a planned path within a tolerance. The plan is a smooth curve; the actual hole is a series of small corrections around it, and the quality of the result depends on how tightly the driller can hold the trajectory without creating doglegs and ledges that cause trouble later.
Dogleg severity is the key design constraint. Doglegs load the drillstring in bending, which drives fatigue and casing wear, and they generate torque and drag that eventually limit how far the well can be drilled. A well that reaches its target through a tortuous path may be a worse well than one that misses by a few metres on a smooth one.
Surveying is how everyone knows where the hole is. Measurements are taken at intervals and the path between them is calculated, usually by the minimum curvature method, with uncertainty that grows with depth. Understanding that the surveyed position is an estimate with an error ellipse, not a fact, is central to directional work and to anti-collision in particular.
By the end of this training, participants will be able to:
- Explain the reasons for drilling directional wells and the common profiles.
- Design well trajectories to reach targets within tolerance.
- Calculate build, turn and dogleg severity and apply limits.
- Compare deflection methods and steering tools.
- Explain bottomhole assembly behaviour for build, hold and drop.
- Apply tool face control and steering practice.
- Describe survey tools and calculate survey results.
- Assess torque and drag at a fundamental level.
- Plan and supervise directional drilling operations.
- Recognise and respond to common directional drilling problems.
The course is instructor-led and introductory. Trajectory and survey calculations are worked through by hand before any software is discussed, so the arithmetic is understood. Steering and bottomhole assembly behaviour are taught through field data and directional driller reports. Participants are encouraged to bring their own well plans for discussion.
Organisations sending participants to this training will:
- Build directional drilling understanding across the drilling team.
- Improve trajectory design and hole quality.
- Reduce dogleg severity problems and their downstream consequences.
- Improve supervision of directional drilling contractors.
- Prepare staff for advanced directional and geosteering training.
Participants will:
- Understand how directional wells are planned and drilled.
- Be able to design a trajectory and calculate dogleg severity.
- Be able to calculate surveys and understand their uncertainty.
- Understand steering tools and bottomhole assembly behaviour.
- Be able to supervise directional operations at the rig.
- Drilling engineers
- Rig site supervisors and company representatives
- Well planners and geoscientists
- Drillers and senior rig crew
- Service company engineers new to directional work
- Graduate engineers in drilling roles
Module 1: Why Wells Are Directional
- Reasons for directional drilling
- Common applications
- Well profiles: build and hold, S-shape, horizontal
- Terminology and definitions
Module 2: Trajectory Design
- Target definition and tolerances
- Kick-off point selection
- Build, turn and drop sections
- Dogleg severity calculation and limits
- Design for drillability
Module 3: Deflection and Steering Tools
- Whipstocks and jetting
- Bent sub and bent housing motors
- Steerable motor systems
- Rotary steerable systems overview
- Tool selection by application
Module 4: Bottomhole Assembly Behaviour
- Fulcrum, pendulum and packed assemblies
- Stabiliser placement and its effects
- Build, hold and drop tendencies
- Formation effects on direction
- Bit side force and tilt
Module 5: Tool Face and Steering Practice
- Tool face orientation and control
- Sliding and rotating
- Reactive torque and tool face shifts
- Slide efficiency
- Maintaining trajectory while drilling
Module 6: Surveying
- Survey tool types: magnetic, gyroscopic and continuous
- Survey measurement and station spacing
- Minimum curvature calculation
- Survey corrections and reference systems
- Survey quality control
Module 7: Torque and Drag Basics
- Sources of torque and drag
- Friction factors
- Effect of trajectory and dogleg severity
- Weight transfer in deviated wells
- Operational indicators of excessive drag
Module 8: Directional Operations
- Directional drilling at the rig
- Roles and communication
- Daily reporting and trajectory tracking
- Correction runs
- Working with the directional contractor
Module 9: Problems in Directional Wells
- Tortuosity and poor hole quality
- Missed targets and correction costs
- Stuck pipe risk in deviated hole
- Hole cleaning in high angle sections
- Casing wear and fatigue consequences
Upon successful completion of this training course, delegates will be awarded an official Certificate of Completion issued by the Petroleum Engineers Association (PEA), an ISO 9001:2015 certified training organization. The certificate carries 10 Credits and formally records the total learning hours completed.
Each certificate is signed by the Course Facilitator and the CEO of the Petroleum Engineers Association, and serves as verifiable proof of professional training that delegates can present to employers and professional bodies worldwide.
Frequently Asked Questions
All course bookings made through PEA are strictly non-refundable. By registering for a course, you acknowledge and accept that all fees are payable in full and are not subject to refund under any circumstances, including changes in personal or professional commitments or partial attendance.
PEA reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Comprehensive details of each course — including objectives, target audience, and content — are clearly outlined before enrolment, and it is the responsibility of the delegate to ensure the course's suitability prior to booking.
For any inquiries related to cancellations or bookings, please contact our support team, who will be happy to assist you.