Sidetracking & Casing Exit Techniques
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Sidetracking & Casing Exit Techniques - DC-SCE-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| DC-SCE-PEA27 | 02 - 06 Aug 2027 | 10 AM CST | 4 Hours / Day |
Online |
USD |
3500 |
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Sidetracking & Casing Exit Techniques
This course covers sidetracking and casing exit operations. Participants study sidetrack decisions and planning, open hole sidetracking with cement plugs, whipstock systems and casing exits, section milling, window milling operations, directional control after the exit, equipment selection, problems and contingency, and the economics of sidetracking.
Description
A sidetrack abandons part of a wellbore and drills a new path from a point above it. It is used to bypass stuck pipe and junk, to correct a trajectory, to reach a different target, to re-enter a reservoir from an existing well and to recover slots in platform fields. It is a routine operation that frequently goes wrong when the kick-off point, plug or window is poorly prepared.
This course covers both open hole and cased hole sidetracking. It starts with the decision to sidetrack, the alternatives and the planning required, then covers open hole sidetracking: kick-off point selection, cement plug design and placement, plug testing and dressing off, and initiating the new hole. It covers cased hole exits: whipstock systems, anchor setting and orientation, window milling operations, mill selection and milling parameters, and section milling as an alternative. It then covers directional control after the exit, casing and completion considerations in sidetracked wells, the problems that occur during these operations and their contingency, and the cost and economics of sidetracking compared with alternatives.
An open hole sidetrack depends entirely on the cement plug. It must be hard enough and long enough to deflect the bit, placed where the formation is suitable, and dressed off to leave a clean kick-off surface. Plugs placed in washed-out hole, in soft formation or with contaminated cement produce repeated failed attempts, each costing a day or more.
Window milling is a different problem. The whipstock must be anchored and oriented correctly, the mills must cut the casing cleanly without damaging the window edges, and the swarf has to be circulated out. A rough or incomplete window makes everything that follows harder, from running the bottomhole assembly to running casing and completions later.
The decision to sidetrack is economic as much as technical. It abandons the hole below, costs rig days and may require new casing and a new completion plan. Comparing it against continued fishing, against plugging and abandoning, or against drilling a new well is the calculation that should precede the operation rather than follow it.
By the end of this training, participants will be able to:
- Evaluate the decision to sidetrack against the alternatives.
- Plan a sidetrack, including kick-off point and new trajectory.
- Design and place cement plugs for open hole sidetracking.
- Test and dress off plugs and initiate the new hole.
- Select whipstock systems and plan casing exit operations.
- Set and orient anchors and whipstocks.
- Select mills and plan window milling operations and parameters.
- Apply section milling as an alternative exit method.
- Control direction after the exit and manage the new hole.
- Assess sidetrack cost and economics and plan for the problems that occur.
The course is instructor-led. Both sidetrack types are covered through procedures, tool drawings and field records, with participants planning sidetracks for given wells including plug design, whipstock selection and milling programmes. Case studies cover failed kick-offs, poor windows and the recovery from each. Participants are encouraged to bring their own sidetrack experience for discussion.
Organisations sending participants to this training will:
- Improve sidetrack success rates and reduce repeated attempts.
- Reduce rig time lost to failed kick-offs and poor windows.
- Make sidetrack decisions on sound economic comparison.
- Improve window quality and the operations that follow.
- Recover slots and re-use existing wells effectively.
Participants will:
- Be able to plan and justify a sidetrack.
- Be able to design cement plugs that kick off reliably.
- Be able to plan whipstock and window milling operations.
- Be able to control direction after an exit.
- Be able to anticipate and respond to sidetrack problems.
- Drilling and well engineers
- Rig site supervisors and company representatives
- Directional drilling specialists
- Well intervention and workover engineers
- Service company engineers supporting milling and sidetracks
- Well planners working with existing wells
Module 1: Sidetrack Decisions
- Reasons for sidetracking
- Alternatives: fishing, abandonment, new well
- Technical feasibility assessment
- Cost comparison
- Approval and planning requirements
Module 2: Sidetrack Planning
- Kick-off point selection
- Formation suitability
- New trajectory design
- Clearance from the original hole
- Casing and completion implications
Module 3: Cement Plugs for Sidetracking
- Plug design and slurry selection
- Placement methods and volumes
- Hole condition requirements
- Waiting on cement
- Plug testing and verification
Module 4: Open Hole Kick-Off
- Dressing off the plug
- Bottomhole assembly for kick-off
- Kick-off parameters and technique
- Confirming the sidetrack has taken
- Failed kick-off recovery
Module 5: Whipstock Systems
- Whipstock types and components
- Anchor types and setting
- Orientation methods and accuracy
- Retrievable and permanent systems
- Selection criteria
Module 6: Window Milling
- Mill types and selection
- Milling sequence and parameters
- Swarf generation and removal
- Window length and quality
- Confirming a clean window
Module 7: Section Milling
- Section milling applications
- Equipment and procedure
- Milling rates and parameters
- Swarf handling
- Comparison with whipstock exits
Module 8: After the Exit
- Directional control out of the window
- Bottomhole assembly selection
- Hole quality through the window
- Running casing and completions through a window
- Logging and evaluation in the sidetrack
Module 9: Problems, Contingency and Economics
- Failed kick-offs and repeated attempts
- Anchor and whipstock problems
- Mill failures and stuck tools
- Window damage
- Contingency planning
- Cost tracking and economic review
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.