An Interactive 5-Day Training Course
Torque & Drag Using MS Excel
Torque and Drag in Excel
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Duration
5 Days
Price
$ 2,500
Starting From
28 Feb 2027
Torque & Drag Using MS Excel
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Torque & Drag Using MS Excel - DC-TND-EXCEL-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| DC-TND-EXCEL-PEA27 | 28 Feb - 04 Mar 2027 | 10 AM CST | 4 Hours / Day |
Online |
USD |
2500 |
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Torque & Drag Using MS Excel
This course builds torque and drag models in Microsoft Excel. Participants build soft string models element by element, hook load and torque profiles for tripping, drilling and backreaming, friction factor calibration, buckling checks, side force and casing wear estimation, extended reach limit analysis and sensitivity sheets, using live formulas with no macros, add-ins or coding.
Description
Torque and drag modelling determines whether a well can be drilled, whether casing can be run and how much friction the string is seeing compared with what it should. It is normally done in software, and engineers who have never built the model find it hard to judge whether a result is credible.
This course builds the model from first principles. It starts with the mechanics: normal force, friction and the element-by-element calculation along the wellbore, then builds a working soft string model in Excel for a real trajectory. It builds hook load and torque profiles for tripping in, tripping out, rotating off bottom, drilling and backreaming, and the friction factor calibration process that matches the model to measured data. It then builds buckling checks, side force and casing wear estimation, extended reach limit analysis, casing running and liner analysis, and sensitivity sheets that show which inputs matter. All with live formulas and no macros, add-ins or coding.
The model is a sum along the wellbore. Each element carries the tension from the element below, adds its own weight component and subtracts or adds friction depending on direction of movement, and the normal force comes from the trajectory curvature and the tension. Built this way in a sheet, the whole model is visible and checkable.
Friction factors are calibrated, not assumed. The model is run against measured hook loads from a real trip and the friction factors adjusted until it matches, and the calibrated values then predict loads for the rest of the well. Factors that change during a well are usually telling you something about hole condition.
Sensitivity analysis is where the value sits. Knowing that the extended reach limit is driven mostly by cased hole friction factor, or that a small trajectory change removes a torque problem, is what the model is for. Building it in a sheet makes that analysis a few minutes of work.
By the end of this training, participants will be able to:
- Explain torque and drag mechanics and the element-by-element calculation.
- Build a soft string torque and drag model in Excel.
- Build hook load profiles for tripping in and out.
- Build torque profiles for rotating and drilling.
- Model backreaming and reaming operations.
- Calibrate friction factors against measured hook load and torque data.
- Build buckling checks and identify critical buckling loads.
- Calculate side forces and estimate casing wear.
- Analyse extended reach limits and casing running capability.
- Build sensitivity analysis sheets for trajectory, friction and string design.
The course is instructor-led and entirely hands-on in Microsoft Excel. Participants build the model element by element for a real trajectory, then calibrate it against field hook load data and use it for extended reach and casing running analysis. All work uses live formulas with no macros, add-ins or coding, and participants keep every model they build.
Organisations sending participants to this training will:
- Give engineers a torque and drag model they understand and can check.
- Calibrate models against field data rather than relying on default factors.
- Assess extended reach and casing running limits credibly.
- Diagnose hole condition from friction factor changes.
- Reduce reliance on software for routine analysis.
Participants will:
- Understand torque and drag mechanics from first principles.
- Be able to build and calibrate a soft string model.
- Be able to analyse buckling and extended reach limits.
- Be able to estimate side forces and casing wear.
- Take away a working torque and drag workbook.
- Drilling engineers
- Well planners and design engineers
- Directional drilling staff
- Rig site supervisors
- Completion engineers running long strings
- Graduate engineers in well engineering
Module 1: Torque and Drag Mechanics
- Normal force and friction
- Element forces along the wellbore
- Soft string assumptions and limits
- Stiff string considerations
- Inputs required for the model
Module 2: Building the Model
- Dividing the trajectory into elements
- Tension accumulation calculation
- Friction direction by operation
- Torque accumulation
- Verification against published examples
Module 3: Tripping Profiles
- Tripping in hook load
- Tripping out hook load
- Free rotating weight
- Slack off and pick up weights
- Plotting profiles against depth
Module 4: Drilling and Rotating
- Torque while rotating off bottom
- Torque while drilling
- Weight transfer to the bit
- Effect of weight on bit on torque
- Surface torque prediction
Module 5: Backreaming and Reaming
- Backreaming loads
- Reaming down loads
- Combined rotation and axial movement
- Operational limits
- Comparison with measured data
Module 6: Friction Factor Calibration
- Calibration process
- Separating cased and open hole factors
- Matching measured hook loads
- Interpreting factor changes during a well
- Documenting calibrated values
Module 7: Buckling
- Sinusoidal and helical buckling thresholds
- Critical buckling load calculation
- Buckling in deviated and horizontal wells
- Effect on weight transfer
- Lock-up prediction
Module 8: Side Force and Casing Wear
- Side force calculation along the string
- Contact force distribution
- Wear estimation from side force and rotating hours
- Identifying wear hot spots
- Mitigation assessment
Module 9: Extended Reach and Sensitivity
- Extended reach limit analysis
- Casing and liner running capability
- Trajectory sensitivity
- Friction factor sensitivity
- String design sensitivity
- Presenting results and recommendations
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.
