Working Guide to Drilling Equipment and Operations offers a practical guide to drilling technologies and procedures. The book begins by introducing basic concepts such as the functions of drilling muds; types of drilling fluids; testing of drilling systems; and completion and workover fluids. This is followed by discussions of the composition of the drill string; air and gas drilling operations; and directional drilling. The book identifies the factors that should be considered for optimized drilling operations: health, safety, and environment; production capability; and drilling implementation. It explains how to control well pressure. It details the process of fishing, i.e. removal of a fish (part of the drill string that separates from the upper remaining portion of the drill string) or junk (small items of non-drillable metals) from the borehole. The remaining chapters cover the different types of casing and casing string design; well cementing; the proper design of tubing; and the environmental aspects of drilling.

Key Features

  • Drilling and Production Hoisting Equipment
  • Hoisting Tool Inspection and Maintenance Procedures
  • Pump Performance Charts
  • Rotary Table and Bushings
  • Rig Maintenance of Drill Collars
  • Drilling Bits and Downhole Tools


Drilling engineers, Production engineers, Reservoir engineers

Table of Contents

Chapter 1 Drilling Muds and Completion Systems 1.1 Functions of Drilling Muds 1.1.1 Drilling Fluid Definitions and General Functions 1.1.2 Cool and Lubricate the Bit and Drill String 1.1.3 Clean the Bit and the Bottom of the Hole 1.1.4 Suspend Solids and Transport Cuttings and Sloughings to the Surface 1.1.5 Stabilize the Wellbore and Control Subsurface Pressures 1.1.6 Assist in the Gathering of Subsurface Geological Data and Formation Evaluation 1.1.7 Other Functions 1.2 Classifications 1.2.1 Freshwater Muds—Dispersed Systems 1.2.2 Inhibited Muds—Dispersed Systems 1.2.3 Low Solids Muds—Nondispersed Systems 1.2.4 Nonaqueous Fluids 1.3 Testing of Drilling Systems 1.3.1 Water-Base Muds Testing 1.3.2 Oil-Base and Synthetic-Base Muds (Nonaqueous Fluids Testing) 1.3.3 Specialized Tests 1.3.4 Specialized Filtration Testing 1.3.5 Shale Characterization Testing 1.3.6 Drilling Fluid Additives 1.3.7 Clay Chemistry 1.3.8 Water-Base Muds 1.3.9 Special Muds 1.3.10 Environmental Aspects of Drilling Fluids 1.4 Completion and Workover Fluids 1.4.1 Solids-Free Fluids 1.4.2 Single-Salt Brines 1.4.3 Two-Salt Brines 1.4.4 Three-Salt Brines 1.4.5 Classification of Heavy Brines 1.5 Safety Aspects of Handling Brines 1.5.1 Potassium Chloride 1.5.2 Sodium Chloride 1.5.3 Calcium Chloride 1.5.4 Calcium Bromide 1.5.5 Zinc Bromide 1.6 Preventing Contamination 1.6.1 Brine Filtration 1.6.2 Cartridge Filters 1.6.3 Tubular Filters Chapter 2 Drill String: Composition and Design 2.1 Drill Collar 2.1.1 Selecting Drill Collar Size 2.1.2 Length of Drill Collars


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© 2010
Gulf Professional Publishing
Print ISBN:
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About the author

William Lyons

William C. Lyons, Ph.D., P.E. (retired), holds nine patents in industrial drilling and has been responsible for the development of several important innovations in drilling and production technology. He is the lead Editor of the Standard Handbook of Petroleum and Gas Engineering, 3rd edition, publishing with Elsevier and co-author of several other professional books in drilling and production engineering for the petroleum industry. Dr. Lyons was a Professor in Petroleum Engineering and in Mechanical Engineering at the New Mexico Institute of Mining and Technology for 30 years. He also served two one-year tours as a Distinguished Visiting Professor in Mechanical Engineering at the U.S. Air Force Academy in Colorado Springs during his academic career. Since retiring from teaching, Dr. Lyons is currently a Technical Learning Advisor with Chevron's Clear Leader Center in Houston, TX.

Affiliations and Expertise

Technical Learning Advisor, Chevron, Houston, TX