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Perforating technology has evolved from the early mechanical perforators to bullet guns to the shaped charge guns
which are used on almost all well completions today. The
shapedcharge design has also evolved from the early slugcarrying jet into the efficient, high-performancechargescurrently in use.
Well-completion design is also undergoing a revolution.
Three advances-the Perforation Analysis program
(SPAN*), the MeasurementWhile Perforating tool (MWP),
and the new theory of well testing (Chapter4)-are contributing to the accurate design and testing of individual well
completions.
Technical innovation has transformed Tubing-Conveyed
Perforating (TCP) into a very successfulwell completionsystem that permits underbalanceperforating with large casing
guns. In certain areas, it hasreplacedthe wireline-conveyed
gun.
SHAPED
CHARGE
THEORY
Main Explosive
Charge
Detonating
Cord -
Liner
7-I
7-2
Fig. 7-3-Computer-simulated
model
than through a burning, drilling, or abrasion process. Temperatureand explosive gasesdo not contribute to the penetration process. The simplest theory of metal liner penetration
assumesthat both jet and rock behaveas fluids. Bernoullis
hydrodynamic theory describes the interaction betweenjet
and rock and predicts that total penetration can be increased
by using a dense, long jet. The expression for penetration
depth for a nonstretching, high velocity, continuous stream
of powdered metal particles is:
p= .J+
(Eq. 7-1)
where:
P
=
jet =
0, =
L
=
penetration
jet density
target density
length of jet.
This simple density law formula does not account for the
stretching and instability of the jet and doesnot fully explain
the effect of target strength on penetration. For instance. it
is much more difficult for a jet to passthrough water or air
than the density law predicts.
New work suggeststhat the liner density is more important than predicted by the simple hydrodynamic model. In
addition, the jets velocity profile influences the penetration
depth. In a generalsensethis theory confirms the earlier conclusion that increasing the density and length of the jet will
result in increased penetration.
GUN SYSTEM DESIGN
Gun system design begins with the intended end use of the
system. Will the gun be usedfor a natural completion where
penetration length is critical or for a gravel pack where the
perforation diameter is important? what shot density and
phasingare required? The maximum diameter of the gun is
limited by the casingand/or hlbing sizeusedin the completion.
After these constraints have been defined, the designers
optimize the performance of the entire gun system. Performanceof the systemdependsnot only on the shapedcharge
design but also on the positioning of the charge with respect
to the carrier wall and adjacent charges. Figure 7-4 illustrates the positioning of the charge within the gun carrier.
The chargemust be positioned to allow the material near the
base of the liner to collapse onto the axis of symmetry before striking the carrier wall.
The oil industry hasequatedperforating gun performance
with the amount of explosive in the shapedcharge. Increasing the overall chargesize and thereby increasingthe amount
of explosive does increaseperformance, however it must be
rememberedthat the charge size is constrained by the gun
diameter and shot density. For a given charge size there is
an optimum explosiveload. Too much explosivemay, in fact,
Fig. 7-CL-Shaped
charge design
parameters
7-3
Test
Specimen
Steel Form
28.Day
Concrete
Fig. 7-6-Concrete
target
Berea Sandstone
1500 psi
Well Pressure
Establish:
I
Perforate
& Infiltrate:
1500 psi
I Well Pressure
1000 psi
Core Pressure
Salt
Wate
AP = 500 psi
Backflow To
Stabilization:
1000 psi
Well Pressure
AP = 200 psi
1200 psi
Core Pressure
(Kerosene Flow)
Fig. 7-7c-Casing core flow efficiency in overbalanced condition. Immediately after perforation, salt water flows into the
core, followed by backflow with kerosene.
A) Determine
Original Ko:
TTP . Total Target Pen. 4
Overall Penetration
Fig. 7-7a-Shots
Hydraulic Connection
QOPOLO
Ko= w
8) Calculate
Perforation Kp
From Test:
KP = A 0
Establish:
Perforate
& Flow To
Stabilization
AP = 200 psi
1000 psi
Well
I Pressure
Fig. 7-7b-Through-tubing
balanced condition
7-4
AP = 200 psi
+ Kerosene
Vtscosity po
QP/JPLO
1200 psi
Core Pressure
1000 psi
Well Pressure
Hassler Unit
1200 psi
Core Pressure
(Kerosene Flow)
Kp/Ko
K,
3 CFE = KI/Ko = T
Where Ki/Kn reoresents the
ratio of the iffective permeability of a target containing
an ideal (drilled) perforation
(of the same depth & diameter
as the perforated one) to the
original target permeability Kc
PERFORATING
Big Hole
Clearance
Fig. 7-a--Effect
Centralized
@
C
No Positioning
7-5
Enew
=
EJS
PRlNCIPLESlAPPLlCATlONS
%
I
(Eq. 7-2)
where:
Bh = Brine11hardness.
Equation 7-2 is expressed graphically in Fig. 7-10. As
Brine11hardnessis not a common field unit, a table is provided showing the equivalencebetweencasinggrade, minimum
yield, tensile strength, Rockwell, and Brine11hardness.
Entrance Hole ~8. Casing Strength
!md
Hardness
+J-55-+-N-60+P-lo+---,
It
calling
H-IO
J-55
K-55
G75
L-60
N-60
c95
s-95
P-105
P-110
Y-150
lockwell
"6"
66-67
61-95
93-102
93.103
93-100
95.102
96-102
II7
Yield
(kpsi)
40
55
55
75
60
60
95
96
105
110
150
7-6
S1rengtt
(kpsi)
60-64
75-96
96-117
96-121
95112
OS-117
103-117
109-139
117-143
124-164
159-202
PERFORATING
c-IICrushed
Zone
IDiameter
! I Perforation
iameter
Perfbration
(Dependent on
Shot Density)
--__e-
.-
perforation geometry
PR = Zn(r,lr,,,)l[ln(r,lr,J + skin] ,
(Eq. 7-3)
where:
PR = productivity ratio
e = drainage radius
= wellbore radius.
W
Many investigators have studied the effect of perforating
parameterson well flow efficiency. Muskat (1943) presented the first analytical treatment of the problem in 1942.
McDowell and Muskat (1950), using electrolytic tank experiments, reported productivity results for perforations extending beyondthe well casing. They showedthe importance
of perforation penetrationon well productivity and concluded
that the analytical treatment given in Muskats earlier analysis was not accurate.
Harris (1966) and later Hong (1975) studied the productivity of perforated completions using a finite difference
method. Although the model provided useful insight into the
problem it was limited to wedge-shapedperforations.
Locke (1981) applied the finite elementtechniqueto model
the full 3-dimensional problem of flow into perforations by
properly taking into accountthe actual geometry of perforations and the spiral nature of their distributions around the
wellbore. In a natural completion in a homogeneous,isotropic reservoir, Locke determined that productivity improves
with shot density, penetration is much more important than
perforation diameter (provided the diameter is greater than
7-7
Fig. 7-12-Nomograph
Tariq (1984), using a finite elementmodel with a carefully chosenmeshsize, confirmed Lockes findings qualitatively, but determined that the model was consistently optimistic by 5 to 10%. Figures 7-13 and 7-14 illustrate the effect
of penetrationlength, shotdensity, angular phasing,and perforation diameter for an ideal case of no crushed zone, no
damaged zone, and isotropic formation. Although it is
difficult to rank the importance of each of the geometrical
factors, it is generally agreed that perforation length, shot
density, and angular phasing are significantly more important than perforation diameter in a natural completion.
Turbulent Flow
Tariq considered the case of turbulent flow in the near
7-8
PERFORATING
1.2
.----SPF
Ch
.$2 0.8
-0
2
CL0.7
cz 0.9 I
4 Shots/Foot
90 Phasing
0.4-in. Perf. Diameter
No Crushed Zone
No Damaged Zone
0.7 Cp Viscosity
35O API Gravity
0.6
0.503
6
3
Perforation
Fig. 7-13-Effect
tivity ratio
12
9
Length (in.)
15
Perforation Length (in.)
15
Fig. 7-15-Influence
;.g/;
Perf. Diameter
l.l-
0:15 iA.)Phasing
1.0
2 0.9
z
cc
E
:Z 0.8
z
z
g 0.7
-/
:I---.
Formation Permeability
SPF
14-1.2
~ .:~~~~~~~
Perf. Diameter
2
ti
: 0.6,o
a
No Crushed Zone
No Damaged Zone
No Turbulence
0.6
0.4-
k,
,/--
10
0
/
m-4
SPF
12 Shots/Foot
120 Phasing
0.4-in. Perforation Diamete
8.625-in. Wellbore Diametc
40-Acre Spacing
100
0.2-
t
o.50-
15
Oi
0
Anisotropy
Most reservoir rocks have lower vertical permeability than
horizontal permeability. Productivity is drastically reduced
by the presenceof permeability anisotropy. Figure 7-16 illustrates the effect of anisotropy on the productivity ratio.
The reduction in productivity is much smaller for high shot
densities; therefore, increasing shot density is an effective
Fig. 7-16-Productivity
anisotropic case
9
Perforation
12
15
Length (in.)
16
length-
7-9
Natural Fractures
Productivity of perforatedcompletionsin natural fracture systems is highly dependenton the hydraulic communication
between perforations and the fracture network, and varies
with the type, orientation and interval of natural fractures.
Different perforation parameters assumea variety of significances for each type of fracture system; however, perforation length and number of fracture planes seemto be the
important parameters.
.o
iii
a.i?0.6
.z
j
0.6
t
0.4
4 Shots/Foot
0.4-in. Perforation Diameter
6.62~in. Wellbore Diameter
40-Acre Spacing
k,,
K = 100
t
0.2 0
31
6I
9I
12
I
15
I
16
I
Fig. 7-17-Productivity
anisotropic case
length-
Phasing
60 ,900
o.6
0.4i
12 Shots/Foot
0.4-in. Perforation Diameter
8.625in. Wellbore Diameter
40-Acre Spacing
c
I
6
9
12
15
Perforation Length (in.)
Fig. 7-18-Productivity
anisotropic case
I
18
length-
Shale Lduninations
Most sandstonereservoirs contain shale laminations. The
presence of shale influences the flow pattern and must be
considered during the design of the perforated completion.
Researchindicates that performance of a laminated formation is essentially independentof perforation location at high
shot density. At low shot density the sand/shaledistribution
controls the performance of the shale laminated formation.
Increasing the shot density is an effective way to improve
productivity.
7-10
Formation Damage
During drilling and cementing of casing both mud and cement filtrates invade the formation. This zone of reduced
permeability around the wellbore is usually referred to as
the damagedzone. Similarly, during the perforating process
a zone of reduced permeability referred to as the crushed
zone is created around the perforation. These permeability
impairments may significantly reduce the flow efficiency of
a perforated completion.
Significant reduction in productivity occurs if the perforations do not extend beyond the damagezone. For formations that are suspectedto have been damagedsubstantially
the first concernshouldbe the provision of perforation length
in excess of the damaged thickness.
Although a crushed zone surrounding the perforation is
seen in surface tests there is no conclusive evidence as to
the extent of the permeability impairment in this zone. In
laboratory experiments the thickness and permeability
damageof the crushed zone appearsto be determinedby the
type of shapedcharge, the formation type, the underbalance
used, and the cleanup conditions. At present, the common
practice is to assumea crushedzoneof 0.54. thicknesswith
reduced permeability of 10 to 20% of the virgin formation.
Underbalance
The importance of shot density in improving productivity,
especially in shalelaminatedformations, hasbeendiscussed.
This discussion refers to effective shot density or the number of perforations actually producing. Field experiencehas
suggested that underbalancedperforating (lower pressurein
the wellbore versus the formation pressure) is an effective
method to createopen, undamagedperforations. The underbalancedpressureselectedmust be sufficient to expel debris
for improved productivity, yet, at the same time avoid
mechanicalfailure of the formation. If past field experience
is not available for selecting the optimum underbalancethe
guidelines outlined herein should be used.
PERFORATING
Bells Criteria
Basedon experiencesaround the world, Bell (1984) suggested the following criteria for selection of optimum
underbalance:
Permeability
Gas
>lOO md
200-500
looo-2ooo
<lOO md
1000-2000
2ooo-moo
Kings Charts
King, et al. (1985) publishedempirical charts (Figs. 7-19
and 7-20) basedon a field study of 90 wells perforated
with TCP in sandstoneformations. The underbalancewas
consideredsufficient wherever the subsequentacidizing
did not improve the wells performance. These charts
show the correlation betweenthe underbalancepressure
used in perforating, the formation permeability, and the
type of reservoir fluid. Both Bells dataand Kings correlations suggestthat, whatever the fluid contentor the formation permeability, the underbalanceshould be at least
200 psi.
ml. 7-4)
where:
= water density
phc = hydrocarbon density
h = height above free water level
g = gravity.
PW
7-11
PRINCIPLES/APPLICATIONS
1.30
1.04
0.78
z!
o
--
lmprovemet
0.52
0.26
0
0
1200
600
1800
Shooting Underbalance
Fig. 7-19-Underbalance
pressure used on tubing-conveyed
perforating in gas zones in sandstone
Fig. 7.21-Extent
cores. Differences
little improvement
underbalance.
2400
3000
(psi)
of flow improvement
in brine-containing
between initial and maximum CFEs show
for shots fired with more than 500 psi
Shooting Underbalance
Fig. FPO-Underbalance
used on tubing-conveyed
ing in oil zones in sandstone
perforat-
In unconsolidated
formations the mechanical failure of the
formation and subsequent production of sand is a critical
problem. Gravel packing is the most common technique for
controlling
sand production in unconsolidated
formations.
The technique involves perforating the formation, cleanup
of perforations using wash or back-surge and placement of
appropriately
sized high quality sands called gravel
between the unconsolidated formation face and the screen. The
pressure drop due to liquid flow through a filled perforation
tunnel is given by:
+ 9.1 (W13)
&
Q2
(Eq. 7-5)
7-12
of debris
washed
from brine-free
where:
APL = 0.888 g
Fig. 7.Z-Total
weight
cores by postshot flow
psi
= length of perforation
= fluid
= permeability
viscosity,
= cross sectional
= fluid density,
tunnel,
ft
cp
of tunnel fill material,
darcies
tunnel,
ft2
lb/ft
coefficient
for sandstone),
ftY.
It can be seen from the above equation that the pressure drop
across the tilled perforation tunnel is dependent on the CTOSSsectional flow area. For an optimum gravel pack completion large, consistent, perforation diameters and high shot
PERFORATING
where:
x = 2.0
y = 2.0
x
x
(Eq. 7-7)
where:
P = formation penetration
P,= penetration in a reference formation
c, = compressivestrength of the reference formation, psi
(In the SPAN program reference formation is Berea
sandstonewith a compressive strength of 6500 psi.)
c = compressivestrengthof the producing formation, psi.
7-13
PRINCIP~SIAPPLICATIONS
Saucier and Lands Method: This involves the use of multiplication factors derived on the basis of experiments for
three classesof rock: sot?rock representedby Austin lhnestone, medium hardnessrock representedby Beret sandstone, and hard rock represented by Wasson dolomite.
These results are shown graphically in Fig. 7-23.
10
5
Effective Stress x IO3 psi
BBS,
15
7-14
PERFORATING
0.601
Shot Density
perft
Total Skin
b = 1 .OO
b=0.75
1. Best Case
0.25
0.50
0.75
1.00
1.00(3)
12.25
b = 0.25
b = 0.50
b = 0.75
b = 1.00
b = l.OQ(3)
b
b
b
b
b
0.46
b
0.42
Worst Case
0.36
0.30
0.24
16.0
2.0
=
=
=
=
=
X:23
1.77
1.77
8.28
3.46
1.61
0.76
0.76
3.76
1.20
0.10
- 0.35
- 0.35
46.56
23.58
15.02
10.83
10.83
30.56
14.66
9.04
6.35
6.35
12.47
5.55
3.01
1.62
1.82
Productlvlty
Ratio
2.
Best Case
Worst Case
o.ooL
0
10
12
14
16
Effective SPF
Fig. 7-26-Productivity
=
=
=
=
0.25
0.50
0.75
1.00
0.56
0.72
0.81
b
b
b
b
=
=
=
=
0.25
0.50
0.75
1.00
0.14
0.24
0.34
0.41
index
-30
b= 0.50
-60
-90
-120
5
.k
-150
8
5
6
-180
b= 0.25
-2701
0
10
12
14
16
Effective SPF
Fig. 7-27-Change
0.83
0.91
0.58
0.76
0.91
0.99
0.63
0.83
0.96
1.02
0.87
0.86
0.99
1.05
0.20
0.34
0.46
0.55
0.28
0.46
0.59
0.68
0.34
0.53
0.67
0.76
0.39
0.58
0.72
0.81
0.69
b = Fraction
pay zone open to flow
1) Total skin is computed by the method of Saidikowski with Odehs
correction factor
2) Production ratio is computed for steady state flow
3) Skin due to perforations and damage only
Fig. 7-26-Output
ent parameters
F
!2.
u
I
5
0.36 0.48
b
b
b
b
a well. Although the variations are virtually endless,the following discussionis limited to a basicdescription of the three
techniques.
Wells can be perforated using casing guns conveyed on
wireline, through-tubing guns, and tubing-conveyed guns.
These methods are illustrated in Fig. 7-29. Becauseeach
method has advantagesand limitations, the completion engineer must choosethe most appropriate technique for each
well.
7-15
Derrick,
iun
Fig. 7-29-Well
l
l
Through-Tubing
Gun Completion
Tubing-Conveyed
Completion
completion techniques
permanent-typewell completion. This techniqueinvolves setting the production tubing and wellhead in place and then
perforating the well with small diameterguns capableof running through tubing. The main advantagesof this technique
are as follows:
The well may be perforated with the wellbore pressure
below the formation pressureallowing the reservoir fluids
to instantly clean up the perforating debris.
Completion of a new zone or a workover of an existing
zone does not require the use of a rig.
A casing collar locator allows for accurate depth
positioning.
l
7-16
PERFORATING
however, chargecasedebris is left in the well after perforating and the casing may be damagedby the detonation,
The charges are exposed in the expendable and semiexpendable systems restricting these guns to less severe
well environments and lower running speeds.
l
7-17
5890.
5887.
5883.
5880.
5875.
5871.
5865.
5860.
5853.
5845.
5836.
5826.
5815.
5806.
5795.
5779.
5759.
5736.
5705.
5667.
5619.
5556.
5473.
5366.
5225.
5045.
4821.
psi
OF
Underbalance -----d
Fig. 790-Temperature
and pressure vs. time measured by the MWP system while perforating a Texas gas well
.015
z
A .OlO
E
b .005
0
40
Convolution
12
20
Time
Fig. 7-31-Convolution
analysis results in a special plot where
the test data assume a linear trend. The lines slope gives permeability and the ordinate intercept gives skin.
7-18
PERFOR TING
REFERENCES
Allison, F.E. and Vitalli, R.: A New Method of Computing Penetration
Variables for ShapedCharge Jets, Ballistic ResearchLaboratory Report
(1963) 1184.
API RecommendedPractice Standard Procedure for Evaluation of Well
Perforators, API RP-43, Fourth Edition (August, 1985).
Behrmann, L.A. and Hal&k, P.M.: Effects of Wellbore Pressureon Perforator PenetrationDepth, paper 18243presentedat the 1988 SPE Annual Technical Conference and Exhibition, Houston.
Behrmann, L.A. and Halleck, P.M.: Effect of Concrete and Berea
Strengthson Perforator Performanceand Resulting Impact on the New API
RP43, paper 18242 presentedat the 1988SPE Annual Technical Conference and Exhibition, Houston.
Bell, W.T.: Perforating Underbalance- Evolving Techniques, JPT (October, 1984) 1653-1662.
Halleck, P.M. and Deo, M.: The Effect of Underbalanceon Perforation
Flow, paper
.- 16895presentedat the 1987 SPE Annual Technical Conference and Exhibition.
Harris, M.H.: The Effect of Perforatingon Well Productivity, JPT(Apri1,
1966) 518-528; Trans., AIME, 237.
Hong, KC.: Productivity of PerforatedCompletions in Formations With
or Without Damage, JPT (August, 1975) 1027-1038;Trans., AIME, 259.
Ichara, M.J. and Cannon, D.E.: The Effects of Perforating on the Performance of Shale-laminatedand CrossbeddedFormations, paper 16205
presentedat the SPE Production Operations Symposium, Oklahoma City.
Karakas, M. and Tariq, S.: Semi-Analytical Productivity Models for Perforated Completions, paper 18247presentedat the 1988SPEAnnual Technical Conference and Exhibition, Houston.
King, G.E., Anderson, A., and Bingham, M.: A Field Study of UnderbalanceRequiredto Obtain Clean PerforationsUsing Tubing-ConveyedPerforating, paper 14321 presentedat the 1985 SPE Annual Technical Conference and Exhibition, Las Vegas.
Locke, S.: An Advanced Method for Predicting the Productivity Ratio
of a Perforated Well, JPT (December, 1981) 2481-2488.
McDowell, J.M. and Muskat, M.: The Effect of Well Productivity of Formation PenetrationBeyond PerforatedCasing, Trans., AIME (1950) 189,
309-312.
Muskat, M.: The Effect of Casing Perforations on Well Productivity,
Trans., AIME (1943), 175-187.
Saucier, R.J. and Lands, Jr., J.F.: A Laboratory Study of Perforations
in StressedFormation Rocks, paper 6758 presentedat the 1977 SPE Annual Technical Conference and Exhibition, Denver.
Tariq, S.M.: Evaluation of Flow Characteristics of Perforations Including Nonlinear Effectswith the Finite ElementMethod, paper 12781presented at the 1984 SPE Annual Technical Conference and Exhibition.
Tariq, S.M., Idrara, M.J., and Ayestaran, L.: Performance of Perforated Completions in the Presenceof Common Heterogeneities: Anisotropy,
Laminations, or Natural Fractures, paper 14320presentedat the 1985 SPE
Annual Technical Conference and Exhibition, Las Vegas.
Thompson, G.D.: Effects of Formation CompressiveStrength on Perforator Performance, Drilling and Production Practice (1962) 191-197.
Tubing-ConveyedPerjoruting, Schlumberger, Houston (1988).
7-19