Future Solutions

Course Description

This course builds a firm foundation in the principles and practices of directional drilling, calculations, and planning for directional and horizontal wells. Specific problems associated with directional/horizontal drilling such as torque, drag, hole cleaning, logging and drill string component design are included.

Participants will receive instruction on planning and evaluating horizontal wells based on the objectives of the horizontal well. The basic applications and techniques for multi-lateral wells are covered in the course. Additionally, they will become familiar with the tools and techniques used in directional drilling such as survey instruments, bottomhole assemblies, motors, steerable motors and steerable rotary systems.

Participants will be able to predict wellbore path based on historical data and determine the requirements to hit the target.

Course Objectives

Participants will learn how to:

  • Make survey calculations
  • Interpret TVD, polar and rectangular coordinates and vertical section
  • Interpret dogleg severity and the problems associated with dogleg severity
  • Plan a two-dimensional directional well
  • Plan horizontal wells based on the objectives of the well
  • Determine the best multi-lateral completion for an application
  • Determine declination and non-magnetic drilling collar selection
  • Apply the best survey instrument for the job
  • Directionally drill with rotary BHA’s, jetting, whipstocks, motor, steerable motors, and rotary steerable systems
  • Interpret torque and drag and determine what factors will affect the torque and drag
  • Determine cementing requirements for directional wells

Training Outcomes

  • Know the applications for directional drilling
  • Design directional profiles
  • Design and drill extended reach wells
  • Do survey calculations and detect accuracy
  • Perform dogleg severity calculations and identify problems associated with doglegs
  • Planning directional and horizontal wells
  • Choose horizontal drilling methods and applications
  • Perform logging high angle wells
  • Apply measures for good hole-cleaning
  • Know levels multi-laterals wells and their applications
  • Identify types of survey instruments and the reading of the surveys
  • Know the tools used to deflect a wellbore
  • Perform torque and drag calculations
  • Apply cementing techniques for directional, horizontal and multilateral wells.

Who should attend

Drilling, production and operations engineers, field supervisors, toolpushers, managers and technical support personnel. 

Training Methodology:

This course will be conducted along with formal lectures and interactive worked examples. Each learning point will be reinforced with practical examples and case studies. There will be active discussion and video presentations. The sharing professional experiences and exchange will help solidify the gained knowledge. All training course materials will be provided.

Course Outlines:


1.Directional profiles

  • Build and hold design
  • S-Types design
  • J-type Design
  • Exercise


2.Extended reach wells

  • Optimized planning (SPE-149099-MS)
  • Well trajectory design
  • BHA and drill string design
  • Torque drag and buckling
  • Hydraulics and hole cleaning
  • ECD management
  • Bit hydraulics
  • Challenges
  • New technology
  • Completion and production optimization
  • Well intervention
  • Exercise


3.Survey calculations and accuracy

  • Tangential method
  • Balanced tangential method
  • Average angle method
  • Radius of curvature method
  • Minimum of curvature method
  • Vertical section
  • Survey report
  • Exercise




4.Dogleg severity calculations and problems associated with doglegs

  • Meaning of dogleg angle
  • Dogleg angle calculations
  • Dogleg severity
  • Problem associated with dogleg: Fatigue, keyseat, torgue and drag
  • Exercise


5.Planning directional and horizontal wells

  • Planning build and hold
  • Planning S-Type
  • Planning J type
  • Planning horizontal single radius build curve
  • Planning horizontal complex build curve
  • Planning horizontal ideal build curve


6.Horizontal drilling methods and applications

  • Rotary steerable system
  • Power drive or geopilot system
  • Tracking the well




7. Logging high angle wells

  • Wire line logging operation
  • Coiled tubing logging operation
  • LWD tools and operation


8. Hole-cleaning

  • Factors affecting hole cleaning
  • Recommended flow rate and RPM
  • Angle between 0 and 10
  • Angle between 10 and 30
  • Angle between 39 and 60
  • Angle above 60



  • Level 1 drilling and completion
  • Level 2 drilling and completion
  • Level 3 drilling and completion
  • Level 4 drilling and completion
  • Level 5 drilling and completion
  • Level 6 drilling and completion




10.Types of survey instruments

  • Magnetic survey tools work and application
  • Errors and correction for magnetic reading
  • Gayro survey tools work and application
  • Error and correction for Gyro survey reading
  • MDW tools and applications
  • Survey report

11.Tools used to deflect a wellbore

  • Whipstock
  • Jetting
  • Rotary BHA
  • Rotary BHA with undergauge stabilizers
  • Rotary steerable system
  • Autotrack technique
  • Case study

12.Torque and drag calculations

  • Meaning of torque and drag
  • Torque and drag principles
  • Torque and drag calculations
  • Reasons for torque and drag increase
  • Torque and drag problems
  • Exercises




13.Tool face setting

  • Ragland diagram
  • Ouija board
  • Calculation method
  • Graphical method



  • Cement design
  • Cement setting techniques
  • Cement evaluation
  • Exercise