Well Planning Workflow: © 2011 Halliburton

Well Planning Workflow
© 2011 Halliburton
© 2011 Halliburton
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Contents Well Planning Workflow
Contents Contents
Well Planning Workflow .............................................................................................. 5

Software Applications Needed .......................................................................................... 5
Overview ............................................................................................................................ 5
Symbols Used in the Workflows ................................................................................. 6
Data Flow............................................................................................................................ 8
Workflow Steps .................................................................................................................. 9
COMPASS User Workflow ......................................................................................... 9
Create Company .................................................................................................... 9
Specify Anticollision Settings ............................................................................... 9
Define Survey Tools .............................................................................................. 9
Create a Project ...................................................................................................... 10
Create a Site ........................................................................................................... 10
Create a Well ......................................................................................................... 10
Create a Wellbore .................................................................................................. 10
Create an Actual Design ........................................................................................ 11
Create a New Survey ............................................................................................. 11
Create a Sidetrack .................................................................................................. 11
Create a Target ....................................................................................................... 12
Create a Plan .......................................................................................................... 12
Specify Formation Tops ......................................................................................... 12
Specify Casing Points ............................................................................................ 13
Perform Anticollision Analysis ............................................................................. 13
CasingSeat User Workflow ......................................................................................... 13
Open a Design ........................................................................................................ 15
Review the Well Depth .......................................................................................... 15
Review Wellpath Data ........................................................................................... 15
Specify Design Parameters .................................................................................... 15
Specify Pore Pressure Data .................................................................................... 16
Specify Fracture Gradient Data ............................................................................. 16
Update Lithology Data ........................................................................................... 17
Specify Geothermal Gradient ................................................................................ 17
Specify Drilling Parameters ................................................................................... 17
Calculate Results .................................................................................................... 17
Review Results and Select Active Configuration .................................................. 17
StressCheck User Workflow ........................................................................................ 19
Open a Design ........................................................................................................ 19
Verify the Well Depth ............................................................................................ 19
Review Pore Pressure, Fracture Gradient, and Geothermal Gradient ................... 19
Review Wellpath Data ........................................................................................... 19
Specify Dogleg Severity Overrides ....................................................................... 19
Contents iii
Well Planning Workflow Contents
Define Default Bit Sizes ........................................................................................ 19

Update Casing and Tubing Scheme to Include Liners and Tubing ....................... 20
Specify Packer Fluid and Placement ..................................................................... 20
Select String to Design .......................................................................................... 20
Specify Design Factors .......................................................................................... 20
Define Load Cases ................................................................................................. 20
Define Tubular Properties ...................................................................................... 21
Review and Update Pipe Inventory ....................................................................... 21
Specify String Configuration ................................................................................. 21
Perform Triaxial Design Check ............................................................................. 21
Save the Design ..................................................................................................... 22
WELLPLAN User Workflow ...................................................................................... 23
Create Case from a Casing Design ........................................................................ 23
Apply System Workspace ...................................................................................... 24
Select Casing String Designed Using StressCheck as Hole Section ..................... 24
Enter or Import the Work String ............................................................................ 25
Activate the Fluid ................................................................................................... 26
Perform Torque Drag Normal Analysis ................................................................. 26
Perform Hydraulics Analysis ................................................................................. 26
Perform Surge Analysis ......................................................................................... 28
WELLCAT™ User Workflow .................................................................................... 29
Using the Drill Module .......................................................................................... 29
Using the Prod Module .......................................................................................... 30
Using the Casing Module ...................................................................................... 31
Using the Tube Module ......................................................................................... 32
Using the MultiString Module ............................................................................... 33
iv Contents 5000.1.8.0
3
Software Applications Needed
• COMPASS™
• CasingSeat™
• StressCheck™
• WELLPLAN™
• WELLCAT™
Overview
The Well Planning Workflow is a typical workflow that might be used

while planning a well. This workflow is not the only possible workflow
that could be used during the planning phase, but rather is
representative of a possible scenario.
This example workflow used in this section includes using the

COMPASS, CasingSeat, StressCheck, WELLPLAN, and WELLCAT
software in the following manner.
1. COMPASS software: This workflow begins in the COMPASS

application. COMPASS software is used to create the data
structure (Company, Project, Site, Well, Wellbore, and Design) to
the design level. Two wellbores are created. The first wellbore is
an actual Design. Survey data is imported to the actual Design as it
would be during drilling. The second wellbore is a sidetrack from
the first wellbore. On the sidetrack, targets are specified and the
wellbore is planned using the COMPASS software. Anticollision
analysis is briefly investigated.
2. CasingSeat software: Data structure input using COMPASS

software is available to the CasingSeat application. Additional
data required by CasingSeat software is input (pore pressure,
fracture pressure, additional lithology data, design parameters,
etc.). Using CasingSeat software, tentative casing shoes and sizes
(Active Well Configuration) are determined.
5
3. StressCheck software: Casing shoes and sizes (Active Well

Configuration) determined using CasingSeat software are
available to the StressCheck application. StressCheck software is
used to determine appropriate casing weights and grades to meet
the demands of the downhole environment throughout the life of
the well. After the analysis using the StressCheck software has
been completed, the workflow can continue using the
WELLPLAN software, or the WELLCAT software.
4a. WELLPLAN software: Torque drag and hydraulics analysis are

performed using WELLPLAN software. There are many other
analyses that could be performed using WELLPLAN software;
however, this workflow focuses on torque drag and hydraulics
analysis. The casing designs developed using StressCheck
software are available in WELLPLAN software for use as drilling
and run scenarios through the Create Case(s) from Casing Design
feature.
4b. WELLCAT software: All modules (Drill, Prod, Tube, Casing, and
MultiString) in the WELLCAT software are used. This workflow
provides a guide through using each of these modules, allowing
you to perform the analysis you require.
This workflow can be altered in many ways. Your analysis may require
that you use the WELLCAT software to further explore thermal and
pressure effects after you complete the casing design analysis using the
StressCheck software. Or, you may want to use the WELLPLAN
software to predict that hole cleaning will be a problem with the current
wellpath. In this case, COMPASS software could be used to calculated
another planned Design, which would require the use of CasingSeat
and StressCheck software to redesign the casing.
This workflow does not demonstrate all the functionality of the

software.
The intent of this workflow is to demonstrate integration between the applications

and does not include all of the software’s functionality. There are other possible
ways the applications could be used together, as well as separately. Refer to the
individual product’s online help for more information.
Symbols Used in the Workflows

This symbol indicates data input in one application is shared with
another application.
6 Symbols Used in the Workflows

This symbol indicates important steps in the integration process.
Symbols Used in the Workflows 7

Data Flow
COMPASS Software
Data Input Using COMPASS software:
Company Properties: name, anticollision settings, survey calculation defaults, and survey tool
information (including error models)
Project Properties: map information
Site Properties: location information
Well Properties: well name, depth reference, location
Wellbore Properties: name
Design Properties: Design type (prototype, planned, actual), depth reference, casing points, and
survey data (name, tool used, tie-on point, stations) or plan trajectory
Targets: depth and geometry
Lithologies
CasingSeat Software
Data From COMPASS software:
Company properties, project properties, site properties, well properties, wellbore properties,
Design properties, lithologies, plan trajectories, and targets.
Data input using CasingSeat software that will be available to StressCheck software:
Pore pressure, fracture pressure, additional lithology data can be added to the data from
COMPASS software, and geothermal temperature gradient.
StressCheck Software
Data From CasingSeat or COMPASS software:
Company properties, project properties, site properties, well properties, wellbore properties, Design
properties, targets, pore pressure, fracture pressure, lithology data, casing shoes and sizes (Active
Well Configuration), and geothermal temperature gradient.
Data input or calculated using StressCheck software that will be available to WELLPLAN software:
Casings sizes, properties, and setting depths.
WELLPLAN Software WELLCAT Software

Data From COMPASS, CasingSeat, or Data From COMPASS, CasingSeat, or
StressCheck software: StressCheck software:
Company Properties, Project properties, site Company Properties, Project properties, site
properties, well properties, wellbore properties, properties, well properties, wellbore properties,
Design properties, targets, pore pressure, fracture Design properties, pore pressure, fracture
pressure, casing shoes and sizes (Active Well pressure, casing shoes and sizes (Active Well
Configuration), and geothermal temperature gradient. Configuration), and geothermal temperature
Casing size, properties, and setting depths will be gradient. Casing size, properties, and setting
used as hole sections in WELLPLAN software. depths.
8 Data Flow
Workflow Steps
COMPASS User Workflow

1. Launch COMPASS software (Start > Programs > Landmark’s
Engineer’s Desktop 5000.0.0 > COMPASS).
2. Enter the appropriate User ID and Password on the login screen.
Create Company
3. Create a new company. From the Well Explorer, right-click on the
database level, and select New Company from the drop-down
menu.
4. Specify Company properties.
a) Select the Company Properties > General tab then name the
company.
Specify Anticollision Settings

b) Select the Company Properties > Anticollision tab then
specify the anticollision parameters.
c) Select the Company Properties > Calc Defaults tab then

specify the calculation defaults.
d) Click OK to create the company.
5. Do not create a new project when prompted.
Define Survey Tools

6. Define survey tools.
a) From the Well Explorer, right-click on the company you created,

and select Survey Tools from the drop-down menu.
b) Use the Survey Tools dialog to create a survey tool, or click the
Import button to import tool data from a file. Click the Default
Tool box to use the highlighted as the default survey tool.
Workflow Steps 9
c) Click Save to save the tool.
d) Import or create additional tools as needed.
Create a Project
7. Select File > New > Project to create a new project.
a) Select the Project Properties > General tab to specify project

properties.
b) Select the Project Properties > Map Info tab to specify map
information.
Create a Site
8. Create a new site when prompted by clicking the Yes button.
a) Select the Site Properties > General tab to specify general site
information.
b) Select the Site Properties > Location tab to specify the site
location.
Create a Well
9. Create a new well when prompted by clicking the Yes button.
a) Select the Well Properties > General tab to specify general well
information.
b) Select the Well Properties > Depth Reference tab to specify the
well depth reference, configuration (offshore or onshore), and to
view a depiction of the datum.
c) Select the Well Properties > Location tab to specify the

location of the wellhead.
Create a Wellbore
10. Create a new wellbore when prompted.
a) Select the Wellbore Properties > General tab to define general

information about the wellbore.
10 COMPASS User Workflow

Create an Actual Design

11. Create an actual Design for the wellbore when prompted.
Create a New Survey

12. Create a new survey when prompted.
a) Select the Survey Properties > General tab, name and specify
information about the survey.
b) Select Survey Properties > Tie-on tab, specify the tie-on point
of the survey. Close the dialog.
13. Import or manually enter survey data.
a) Click on the Import toolbar button to import the survey file, or

enter the survey data manually.
b) Save the survey after it is imported or the data is manually

entered.
c) Update the survey program with this survey.
d) Close the Survey Editor.
Create a Sidetrack
14. This example has a sidetrack. If there isn’t a sidetrack, skip this
step. To create a sidetrack:
a) From the Well Explorer, right-click on the well level and select
New Wellbore from the menu.
b) Name the wellbore, and indicate the Parent Wellbore of the

sidetrack.
c) Specify any additional data pertaining to the sidetrack on the

remaining Wellbore Properties tabs.
d) Click OK to create the sidetrack and close the dialog.
e) Do not create a new plan when prompted.
COMPASS User Workflow 11

Create a Target
15. Right-click on the sidetrack wellbore you created, and select
Targets to access the Target Editor. Use the Target Editor to
define the targets for the wellbore. You can access the Target
Editor for the site by right-clicking on the project, and selecting
Targets from the menu.
a) Select the Name & Location tab to define the name, TVD, and
center location of the target.
b) Select the Geometry tab to define the target geometry.
c) If the target was created at the wellbore level, it will

automatically be assigned to the wellbore. If the target is created
at the project level, assign the target to the wellbore by clicking
the Wellbore List toolbar button and then checking the box
associated with the target.
d) Close the Target Editor dialog.
Create a Plan
16. Create a plan.
a) From the Well Explorer, right-click on the sidetrack wellbore

and select New Plan from the menu. Name the plan and select
the depth reference.
b) Select the Plan Design Properties > Tie-on tab, specify the tie-
on point.
c) Select the Plan Design Properties > Vert Section tab, specify
the vertical section information.
17. Use the Plan Editor to specify the plan. Save and close the plan
after it is created.
Specify Formation Tops

18. To specify formation tops, right-click on the planned Design in the
Well Explorer. Select Formations to access the Design
Formations Top Editor. You can also access this editor using the
Well Explorer by right-clicking on the planned Design and
selecting Formations from the menu.
12 COMPASS User Workflow

Specify Casing Points

19. Specify tentative casing points. (Note: These casing points can be
revised later in the design process using CasingSeat and
StressCheck software.) Right-click on the planned Design in the
Well Explorer and select Casings to access the Design Casings
Editor. You can also access this editor using the Well Explorer by
right-clicking on the planned Design and selecting Casings from
the menu.
Perform Anticollision Analysis

20. Perform anticollision analysis.
a) Select Analysis > Select Offset Designs and specify offset

Designs for anti-collision analysis.
21. Select Plot > Ladder View and review anticollision risk.
22. Lock the planned Design. To lock the Design, check the Design is
Locked box on the Plan Design Properties > General tab.
23. Leave COMPASS software open while you start the next step of
the workflow.
WARNING!
A reload notification dialog appears when the owner of the active data item
saves changes to the database. SAM then notifies any other EDM
applications of the changes. The change notification dialog is then offered
to the user to reload or ignore the data owner's changes or cancel the dialog
box. The dialog that appears displays the user name for the owner as well as
the application in which the changes were made. This enables the user to
identify the source of the posted change. It is highly recommended to
contact the other person who is working with the same data in order to
coordinate work in the Design/Case.
For further details, see the Simultaneous Activity Monitor (SAM) topic in
application Help.
CasingSeat User Workflow

24. Launch CasingSeat software (Start > Programs > Landmark
Engineer’s Desktop 5000.0.0 > CasingSeat). Notice that you
were not required to log in because COMPASS software is still
open.
CasingSeat User Workflow 13

25. Move the cursor over the planned Design icon that you were using
in the COMPASS application. Notice the message displayed
indicates that the plan is already open using another application.
Notice the blue SAM icon indicating that this plan Design is
already open on this computer. In this case, the current user has
full access to the plan - unless the plan is locked.
Notice the blue

SAM icon. Refer to
the online help for
more information
about SAM.
26. From the Well Explorer, double-click on the planned Design to

open the Design. The following message displays. Click OK, but
then click Cancel when the New dialog displays.
27. From the COMPASS application, unlock the planned Design to

update the Design using CasingSeat software. (Unlock the Design
using the Planned Design Properties dialog.) Alternatively, you
could save the Design using a different name as the previous step
indicated. If you are working alone on this Design, you would
probably not want to save it as a new Design. If you are working
with other individuals on the Design, you may consider saving to a
14 CasingSeat User Workflow

new name prior to updating the Design so that each individual

working on the Design has their own copy of it.
Open a Design
open the Design. Notice the message indicating the Design is
locked was not displayed this time.
29. When you open the Design, you will be asked what template you
want to apply to the Design. Apply the template of your choice.
Only templates listed in the
..\Landmark\EDT_5000.0.0\CasingSeat\Client folder are included
in the list.
Review the Well Depth

30. Verify the well depth using the Well > General dialog. You can
also access this dialog using the Wizard.
Review Wellpath Data

31. Verify the wellpath represents the planned Design from the
COMPASS application using the Well > Wellpath Editor. You
can also access this dialog using the Wizard.
Specify Design Parameters

32. Specify design parameters using the Well > Design Parameters
tabs.

Specify Pore Pressure Data

33. Specify pore pressure data using Geology > Pore Pressure. You
can enter this data, cut/paste it from a spreadsheet, or copy it from
another Design.
When the asterisk (*) is displayed, it means
that the data has changed, but has not been
saved. Use File > Save to save the data.
Notice that the Associated Data

Viewer is not updated until you
save the Design.
Specify Fracture Gradient Data

34. Enter fracture gradient data into Geology > Fracture Gradient.
You can enter this data, cut/paste it from a spreadsheet, or copy it
from another Design.

Update Lithology Data

35. Update the lithology information using Geology > Lithology.
Specify Geothermal Gradient

36. Specify geothermal gradient information using Geology >
Geothermal Gradient.
Specify Drilling Parameters

37. Specify the drillpipe OD, BHA OD, and BHA Length using the
Well > Drilling Parameters spreadsheet.
Calculate Results
38. Select View > Calculate to Calculate results. Use defaults for all
calculation parameters.
Review Results and Select Active Configuration

39. After results have been calculated, review design plots using 
View > Design Plot. Select the scheme you want to use further in
the analysis from the Casing Scheme Selection list. Set this
configuration as the active well configuration.

Click Set Active Well

Configuration toolbar button to Select the desired casing scheme using the
select the active Design as the Casing Scheme Selection drop-down list.
one you want to use.
40. Select File > Save to save the Design. Close CasingSeat and
COMPASS software if they are still open.
SAM Reload Notifications
If COMPASS software or another application is open while saving changes

in the CasingSeat application, the Reload notification displays.
For further details, see the Simultaneous Activity Monitor (SAM) topic in
application Help.

StressCheck User Workflow

41. Launch StressCheck software (Start > Programs > Landmark
Engineer’s Desktop 5000.0.0 > StressCheck). You will need to
log if another EDM™ software application is not open.
Open a Design
open it or right-click on the planned Design and select Open from
the drop-down menu. Select the desired template.
Verify the Well Depth

43. Verify the well depth using the Wellbore > General dialog. You
can also access this dialog using the Wizard.
Review Pore Pressure, Fracture Gradient, and Geothermal Gradient

44. Using Wellbore > Pore Pressure, Wellbore > Fracture
Gradient, and Wellbore > Geothermal Gradient verify the data
is the same as what you entered using CasingSeat software. You
can open these spreadsheets and dialog by double-clicking on
them in the Associated Data Viewer.
Review Wellpath Data

45. Using Wellbore > Wellpath Editor, verify the data is the same as
it was in the COMPASS software.
Specify Dogleg Severity Overrides

46. Use Wellbore > Dogleg Severity Overrides to define intervals of
wellpath curvature independent of the deviation profile defined
using Wellbore > Wellpath Editor.
Define Default Bit Sizes

47. Use Tools > Defaults > Bit Sizes to add additional bit sizes as
required.
StressCheck User Workflow 19

Update Casing and Tubing Scheme to Include Liners and Tubing

48. In order to use liners and tubing in the Design, update the
Wellbore > Casing and Tubing Scheme spreadsheet.
Specify Packer Fluid and Placement

49. Specify packer fluid and placement using Wellbore > Production
Data.
Select String to Design

50. Select the casing string you want to design.
Specify Design Factors

51. Specify the design factors and analysis options for designing the
casing and/or tubing using the Tubular > Design Parameters
dialog.
Define Load Cases

52. Review the post-cementing hydrostatic profiles for certain burst,
collapse, and axial loads using Tubular > Initial Conditions.
53. Specify the burst loads for the casing and/or tubing using Tubular
> Burst Loads.
54. Specify collapse loads for the casing and/or tubing using Tubular
> Collapse Loads.
55. Specify the axial loads using Tubular > Axial Loads.
20 StressCheck User Workflow

Define Tubular Properties

56. From the Well Explorer, define temperature derations schedules, if
required.
Double-click on
Temperature Derations in
the Tubular Properties
section of the Well Explorer
to access the Temperature
Derations spreadsheet.
57. Use the Well Explorer to define materials, if required. Access of

the Materials spreadsheet is similar to accessing the Temperature
58. Use the Well Explorer to define tubular grades, if needed. Access
of the Grades spreadsheet is similar to accessing the Temperature
Review and Update Pipe Inventory

59. Use Tubular > Pipe Inventory to define additional pipes needed
that are not in the inventory.
Specify String Configuration

60. Select Tubular > String Sections to specify the string
configuration.
61. Select Tubular > Special Connections to define tubing

connections not already defined in the Tubular > Connections
spreadsheet.
62. Select Tubular > Connections to specify the connections for the
string section.
Perform Triaxial Design Check

63. Determine if tubing is appropriately designed by reviewing triaxial
design limits using View > Triaxial Check > Design Limits.
StressCheck User Workflow 21

Triaxial design limits are met when all load lines are within the
envelope.
Save the Design

64. Select File > Save then close the StressCheck application.
65. Verify the casing information in the COMPASS application.

Remember, in an earlier step tentative casing points were entered
into COMPASS software. Now that casing design has been
performed using CasingSeat and StressCheck software, the casing
points in the COMPASS application are revised. From the Well
Explorer, right-click on the design level and select Casings.
Notice the casings displayed are those that were designed using
CasingSeat and StressCheck software. Close the COMPASS
application.
Note: After completing the StressCheck™ software workflow steps,

you have the option to use either the WELLPLAN™ software or the
WELLCAT™ software to complete the workflow depending on your
analysis requirements.
To Complete the Workflow Using the WELLPLAN™ software:
Continue with Step 66a on the next page.

To Complete the Workflow Using the WELLCAT™ software:
This workflow begins with Step 66b on page 29. The WELLPLAN
software workflow steps (Steps 66a through 94a on pages 23 - 28) are
not performed.
22 StressCheck User Workflow

WELLPLAN User Workflow

66a. Launch WELLPLAN software (Start > Programs > Landmark
Engineer’s Desktop 5000.0.0 > WELLPLAN). Login if needed.
Create Case from a Casing Design

67a. From the Well Explorer, right-click on Design icon, then select
Create Case(s) from Casing Design. from the drop-down menu.
The Create Case(s) from Casing Design dialog displays.
68a. If this is a Subsea wellbore and a Riser is desired, enter Outer

Diameter and Inner Diameter dimensions.
69a. Select the scenario option for each casing scheme. See the
information below for details about the rules and logic behind each
scenario. Use the Select All and Unselect All buttons as needed.
Click Finish when all scenarios are selected to create the Case(s).
Drilling and Run Scenarios
For details about the rules and logic behind Drilling and Run Scenarios, see
the Simultaneous Activity Monitor (SAM) topic in application Help.
WELLPLAN User Workflow 23

Apply System Workspace

70a. From the Well Explorer, double-click on a System Workspace to
activate that workspace. Notice the tabs that appear in the bottom
of the work window after the template is opened.
Double-click on the
Workspace to open it.
Select Casing String Designed Using StressCheck as Hole Section

71a. Select the casing string designed using StressCheck software as
the hole section you want to use.
24 WELLPLAN User Workflow

a) Open the Hole Section Editor by using Case > Hole Section
Editor or by double-clicking on the Hole Section item in the
Associated Data Viewer.
Double-click on Hole Section in

the Associated Data Viewer to
open the Hole Section Editor.
You can open the String Editor
and Fluid Editor in the same
way.
b) Click the Copy String button on the Hole Section Editor to

access the strings designed using StressCheck software. Click
OK when the message indicating that copy is not reversible
appears.
c) Select the string you want to use from the Select String to Copy
to Hole Section Editor dialog.
d) Specify the hole section depth. (This includes any open hole
section that wasn’t included in the copy from the StressCheck
application.) Update the friction factors and other data as
desired.
Enter or Import the Work String

72a. Select Case > String Editor to open the String Editor or double-
click on the Assembly item in the Associated Data Viewer.
Specify string data as needed. To save time, you can copy/paste
strings from another company. To copy, right-click on the
Assembly in the Associated Data Viewer, and select Copy. Then

right-click on the Case you want to paste the Assembly to, and
select Paste from the drop-down menu.
Activate the Fluid

73a. Select Case > Fluid Editor to open the Fluid Editor or double-
click on the Fluid item in the Associated Data Viewer. Specify
Fluid data as necessary. Click the Activate button to make this the
fluid used in the analysis.
Perform Torque Drag Normal Analysis

74a. Activate Normal Analysis mode in the Torque Drag Analysis
module as follows:
• Click the Torque Drag toolbar button and then select Normal
Analysis from the mode drop-down list
• Select Modules > Torque Drag > Normal Analysis
75a. Select Case > Torque Drag Setup and then specify the Torque
Drag analysis options.
76a. Select Parameter > Mode Data and then specify the Torque Drag
analysis parameters. Click Advanced to input friction factors.
77a. Use the Advanced Options dialog to specify friction factors for
each operating mode selected using the Mode Data - Normal
Analysis dialog.
78a. Select View > Table > Summary Loads and review a summary of
the Normal Analysis results.
Perform Hydraulics Analysis

79a. Activate Pressure: Pump Rate Range mode in the Hydraulics
module as follows:
• Click the Hydraulics toolbar button and then select Pressure:

Pump Rate Range from the mode drop-down list
• Select Modules > Hydraulics > Pressure: Pump Rate Range

80a. Select Case > Circulating System and then specify the circulating
system.
a) Select Case > Circulating System > Surface Equipment tab

and then specify the surface equipment.
b) Select Case > Circulating System > Mud Pumps tab and then
specify the pumps.
81a. Select Parameter > Rates and then specify the analysis
parameters.
82a. Select View > Plot > Pressure Loss and then review the pressure
loss for the range of pump rates.
83a. Analyze hole cleaning using the Hole Cleaning - Operational

mode. (Select this mode from the Mode drop-down list.)
84a. Select Parameter > Transport Analysis Data and then specify
the hole cleaning analysis parameters.
85a. Select View > Plot > Operational then determine if a cuttings bed
is likely to form.
Change the ROP and/or pump rate using the A cuttings bed at the specified
sliders or by typing in the associated box. ROP and pump rate is not likely
Notice that as the pump rate declines, a to form.
cuttings bed forms.

Perform Surge Analysis

86a. Activate the Surge module as follows:
• Click the Surge toolbar button
• Select Modules > Surge
87a. Select Case > Pore Pressure and review pore pressure data to
ensure that the data entered using CasingSeat software is available
to the WELLPLAN application.
88a. Select Case > Fracture Gradient and review fracture gradient
data to ensure that the data entered using CasingSeat software is
available to the WELLPLAN application.
89a. Select Case > Formation Properties and then specify formation
properties.
90a. Select Case > Cement Properties and then specify cement
properties.
91a. Select Case > Eccentricity and then specify the workstring is
centered in the annulus, even in the deviated sections.
92a. Select Parameter > Job Data ensure the desired mud is used in
the analysis by reviewing.
93a. Select Parameter > Operations Data and define a surge

operation.
94a. Select View > Operation Plot > Transient Response Plot and
review the transient results.

WELLCAT™ User Workflow

Note: This workflow begins after Step 65 (page 22) in the StressCheck
software workflow. The WELLPLAN software workflow steps (Steps
66a through 94a on pages 23 - 28) are not performed.
66b. Launch WELLCAT software (Start > Programs > Landmark

Engineer’s Desktop 5000.0.0 > WELLCAT). Login if needed.
67b. Select the recently created StressCheck design, and make a copy of
it to the associated wellbore.
68b. Rename the design.(The design will have a default name when you
copy it.)
69b. Open the design.
70b. The Open Template dialog is displayed. Select the template you
want to use, and click OK.
Using the Drill Module

71b. The design will open. Access the Prod module.
72b. Access Wellbore > Casing and Tubing Configuration. The

string used in the StressCheck portion of this workflow will be
displayed, but you can make any changes you want to the string.
Because this is a new
73b. Access the Drill module by clicking the Drill toolbar button,
or by accessing Tools > Select Product > Drill.
74b. Define the fluids using Inventories > Fluids. Notice there is a
separate tab to define each fluid type. Define all required fluids.
Refer to the online help for additional information.
75b. Use Operations > Drilling Operations to define the operations

you want to analyze.
a) Enter the name of the operation in the Operation Name field.
b) Select the operation type from the Operation Type drop-down

list.
c) Select the operation that preceded the operation you are defining
from the Prior Drill Operation drop-down list.
WELLCAT™ User Workflow 29

d) Select the next casing string from the Next Casing String drop-
down list.
e) Click the Details button to define additional information about

the operation you are defining. Several tabs will be displayed.
Many of the fields on these tabs will have default values
provided, but you can change the data as required. The tabs
available when you click the Details button vary depending on
the drill operation selected. Refer to the online help for more
detailed information.
76b. Repeat the previous step to define all drill operations required.
77b. Use Results > Calculate to calculate the results. The Calculate
dialog will be displayed. Highlight the operations you want to
calculate. Use CTRL and Shift keys to select multiple operations.
78b. Select Wellbore > Casing and Tubing Configuration.
79b. Click the Save button to save the data.
80b. Review results using the options available in the Results menu.
Using the Prod Module

81b. Access the Prod module.
82b. Define any additional fluids using Inventories > Fluids. Notice
there is a separate tab to define each fluid type. Define all required
fluids. Refer to the online help for additional information.
83b. Use Operations > Operations to define the operations you want
to analyze.
a) Enter the name of the operation in the Name field.
b) Select the workstring configuration from the Configuration

drop-down list.
c) Use the Type drop-down list to select the operation type for the
Flow Path. In many cases, the Type selected for one flow path
will automatically select the Type for the remaining flow path.
d) Select the Fluid associated with each Flow Path and operation
Type.
30 WELLCAT™ User Workflow

e) Use the drop-down list to specify whether the condition is

transient or steady-state. The condition selected determines the
calculation used for temperature.
f) Use the Prior Operation drop-down list to select the operation

preceding the operation you are currently defining.
g) Click the Details button to define additional information about

the operation you are defining. Several tabs will be displayed.
Many of the fields on these tabs will have default values
provided, but you can change the data as required. The tabs
available when you click the Details button vary depending on
the production operation selected. Refer to the online help for
more detailed information.
84b. Repeat the previous step to define all required operations.
dialog will be displayed. Highlight the operations you want to
calculate. Use CTRL and Shift keys to select multiple operations.
87b. Click the Save button to save the data.
Using the Casing Module

89b. Access the Casing module.
90b. Use the Current String drop-down list to select the casing you
want to analyze.
91b. Use Wellbore > Cementing and Landing to specify the

cementing and landing conditions such as cement and
displacement fluids, whether the float failed, and pickup and
slackoff forces. These data are used to determine the initial state of
the casing, and dictate design and analysis logic.

92b. Use Loads > Design Parameters > Design Factors to input or
review the design factors that will be used in the analysis. These
are the same design factors used in the StressCheck software.
93b. Use Loads > Design Parameters > Analysis Options to input or
review the various analysis options that will be used.
94b. Use Loads > Initial Conditions to specify the initial conditions
for the load by defining casing/tubing and annulus profiles. This
dialog contains tabs to define the initial conditions for both the
string and the annulus. Click the Fill button on each tab to use the
values from an operation defined using Drill.
95b. . Use Loads > Loads to define the loads you want to analyze.
a) Enter the name of the load in the Name field.
b) Use the Type drop-down list to select the load type.
c) Use the External Pressure Profile drop-down list to select the

external pressure profile you want to use.
d) Click the Details button to define additional information about

the load you are defining. Several tabs will be displayed. Refer
to the online help for more detailed information.
96b. Repeat the previous step to define all required loads.
dialog will be displayed. Highlight the loads you want to calculate.
Use CTRL and Shift keys to select multiple loads.
100b.Click the Save button to save the data.
Using the Tube Module

101b.Access the Tube module using Tools > Select Product > Tube.
102b.Use Wellbore > Packers to input or review packer information.

103b.Use Loads > Design Parameters > Design Factors to input or

review the design factors that will be used in the analysis. These
are the same design factors used in the StressCheck software.
104b.Use Loads > Design Parameters > Analysis Options to input or

review the various analysis options that will be used.
105b.Use Loads > Initial Conditions to specify the initial conditions

for the load by defining casing/tubing and annulus profiles. This
dialog contains tabs to define the initial conditions for both the
string and the annulus. Click the Fill button on each tab to use the
values from an operation defined using Prod, or click the Default
button to use default values provided by the software.
106b.Use Loads > Loads to define the loads you want to analyze.
a) Enter the name of the load in the Name field.
b) Use the Type drop-down list to select the load type.
c) Click the Details button to provide additional information about

the load.
107b.Repeat the previous steps to all required loads.
108b.Use Results > Calculate to calculate the results. The Calculate

dialog will be displayed. Highlight the loads you want to calculate.
Use CTRL and Shift keys to select multiple loads. If the current
string is not a tubing string, a message will be displayed, and the
software will use the first tubing. Use the Current String drop-
down list to select another tubing string if necessary.
109b.Review results using the options available in the Results menu.
110b.Select Wellbore > Casing and Tubing Configuration.
Using the MultiString Module

112b.Use Tools > Select Product > MultiString.
113b.Use Analysis > Annular Fluid Expansion > Define Details

dialog to define the details used for the analysis.

114b.Use Analysis > Wellhead Movement > Installation and Static

Load Definition to define static loads for each string to be used
during the analysis. The loads defined here will be made available
in the Load History Definition dialog, along with defined load
cases for each casing and tubing string, defining the well’s
wellhead loading history.
115b.Use Analysis > Wellhead Movement > Load History

Definition to specify static and thermal loads to be applied to the
wellhead and the sequence that they are applied.
116b.Calculate the results using Results > Calculate. The Calculate

Multax dialog will be displayed. Use this dialog to calculate and
build custom load cases for each sting (casing and tubing) from the
MultiString data that were defined through the Analysis menu
options. The calculated results can be viewed using the Results
menu view options.
117b.After the Multax executable has completed its calculations,

another Calculate dialog is displayed that lists all Casing and
Tube load cases that were defined, as well as all custom loads. The
previously defined Casing and Tube load cases are recalculated
using the displacement results from the MultiString Wellhead
Movement submenu options (Analysis > Wellhead Movement).
At the same time, custom load cases that were defined through the
Annular Fluid Expansion submenu options (Analysis >
Annular Fluid Expansion) are also calculated. If you do not want
to perform these calculations, you can click the Cancel button.
118b.After the calculation process completes, the MultiString results

are available for viewing using the Results menu
119b.Select Wellbore > Casing and Tubing Configuration.
121b.The WELLCAT software can be used for additional analysis, or

it can be closed at this time.

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What is the software being described?

What is the software being described?

What are some of the analysis modules mentioned?

What are some of the analysis modules mentioned?

Well Planning Workflow

Halliburton | Landmark Software & Services

Well Planning Workflow .............................................................................................. 5

Define Default Bit Sizes ........................................................................................ 19

Software Applications Needed

The Well Planning Workflow is a typical workflow that might be used

This example workflow used in this section includes using the

1. COMPASS software: This workflow begins in the COMPASS

2. CasingSeat software: Data structure input using COMPASS

3. StressCheck software: Casing shoes and sizes (Active Well

4a. WELLPLAN software: Torque drag and hydraulics analysis are

This workflow does not demonstrate all the functionality of the

The intent of this workflow is to demonstrate integration between the applications

Symbols Used in the Workflows

6 Symbols Used in the Workflows

This symbol indicates important steps in the integration process.

Symbols Used in the Workflows 7

WELLPLAN Software WELLCAT Software

COMPASS User Workflow

2. Enter the appropriate User ID and Password on the login screen.

4. Specify Company properties.

Specify Anticollision Settings

c) Select the Company Properties > Calc Defaults tab then

d) Click OK to create the company.

5. Do not create a new project when prompted.

Define Survey Tools

a) From the Well Explorer, right-click on the company you created,

c) Click Save to save the tool.

d) Import or create additional tools as needed.

a) Select the Project Properties > General tab to specify project

c) Select the Well Properties > Location tab to specify the

a) Select the Wellbore Properties > General tab to define general

10 COMPASS User Workflow

Create an Actual Design

Create a New Survey

13. Import or manually enter survey data.

a) Click on the Import toolbar button to import the survey file, or

b) Save the survey after it is imported or the data is manually

c) Update the survey program with this survey.

d) Close the Survey Editor.

b) Name the wellbore, and indicate the Parent Wellbore of the

c) Specify any additional data pertaining to the sidetrack on the

d) Click OK to create the sidetrack and close the dialog.

e) Do not create a new plan when prompted.

COMPASS User Workflow 11

b) Select the Geometry tab to define the target geometry.

c) If the target was created at the wellbore level, it will

d) Close the Target Editor dialog.

a) From the Well Explorer, right-click on the sidetrack wellbore

Specify Formation Tops

12 COMPASS User Workflow

Specify Casing Points

Perform Anticollision Analysis

a) Select Analysis > Select Offset Designs and specify offset

CasingSeat User Workflow