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SummaryIn this paper, we describe measured and simulated downhole pressure variations (“surge and swab”) during drillpipe connections when drilling an ultradeepwater well offshore Brazil on Bacalhau (former Carcará) Field. Floating rig motion caused by waves and swell (“rig heave”) induces surge and swab when the drillstring is suspended in slips to make up or break a drillpipe connection and topside heave compensation is temporarily deactivated. This is a known issue in regions with harsh weather, such as the North Sea, where pressure oscillations of up to 20 bar have been reported during connections. Recorded downhole drilling data from Bacalhau Field reveals significant pressure oscillations downhole (in the same order of magnitude as in the North Sea) each time the drillstring was suspended in slips to make a connection in the subsalt 8½-in. section of the well. Mud losses were experienced around the same well depth, and they might have been caused by surge and swab.Measured surge and swab pressure variations have been reproduced in an advanced proprietary surge and swab simulator that considers rig heave, drillpipe elasticity, well friction, non-Newtonian drilling mud, well trajectory, and geometry. Moreover, findings in this paper suggest that surge and swab was in fact significantly higher than recorded by the measurement while drilling (MWD) tool. The true magnitude of surge and swab is not captured in the recorded MWD data due to low sampling frequency of the downhole pressure recording (one measurement every 6 seconds, a standard downhole pressure sampling rate used on many operations today).This work shows that surge and swab during drillpipe connections on floaters may challenge the available pressure window for some wells, even in regions with calm weather such as Brazil. Managed pressure drilling (MPD) is a technique that improves control of the downhole pressure. It is, however, not possible to compensate fast downhole pressure transients, such as heave-induced surge and swab, using MPD choke topside. This is due to the long distance between the choke and the bit, which translates into a time delay in the same order of magnitude as typical wave and heave periods. A downhole choke combined with continuous circulation is one of the potential solutions.Surge and swab during drillpipe connections can result in a loss or an influx and should be considered in the well planning phase when mud weight, section lengths, etc. are selected.

This paper describes a novel method for utilization of advanced surge and swab simulations during drilling and completion operations. Outcomes are reduced waiting on weather and increased safety. Results are achieved through improved planning by introducing an additional metric – Dynamic Rig Heave Limit. This metric is meant to be used as guidance during offshore operations and indicates how much rig heave is acceptable at any given depth in the well before limits of the well itself, or of the tools in the well, are breached. There are several key differences between this approach and the current practices. The most important difference is that the rig heave limits we describe in this paper focus on the effect that the rig heave has on downhole parameters, i.e. well pressure margins and downhole tool limitations. Present practices focus on topside conditions, for example safety of the rig crew and integrity of the equipment. We do not argue that these traditional rig heave limits should be substituted; we rather suggest that the Dynamic Rig Heave Limit should be used in addition. A number of simulation inputs such as sea state and rig response data, well and geomechanics data, well fluid parameters and drill- and completion string data were used to calculate downhole surge and swab as it was induced by rig heave during tubular connections. The simulation model used has been developed in-house and is field-proven, as described in several earlier publications. Its special feature is that it has sufficient temporal and spatial resolution to accurately capture the influence of rig heave on annulus pressure and flow. The focus of this paper is not on the model itself, but rather on how the modelling results were utilized during well planning and communicated during offshore operations. We discuss results from two case studies, one from a well completion operation on the Knarr field (Norske Shell) and another one from drilling operation on the Hades/Iris prospect (OMV Norge). Hades/Iris is an HPHT field in the harsh Norwegian Sea, where an exploration well was drilled wintertime. Knarr is a mature field with depleted pressure margins in the North Sea. These two very different cases each represent a unique set of challenges where introducing the Dynamic Rig Heave limits is shown to be of a benefit. Introducing a limit for rig heave related to well and completion tool limitations is shown to reduce NPT by one or more rig days per well. The main mechanism behind the NPT reduction is that rig heave limits, specifically tailored to each well and calculated throughout the well trajectory, allow halting and resuming operations during periods with high heave based on precisely tailored calculations, rather than relying on experience, gut feeling and generic best practices. Knowing precisely how the downhole limits are related to rig heave for each well also increases safety since there is less risk of damaging the well and/or completion tools or swabbing in reservoir fluids.

The most important contributer to Improved Oil Recovery (IOR) on mature fields is drilling of infill wells. Managed Pressure Drilling (MPD) and Continuous Circulation System (CCS) techniques can be used for improved control of bottomhole pressure when drilling wells in depleted fields with narrow pressure windows, but rig heave is a challenge when drilling from floating drilling units. Rig heave, caused by sea waves, induces pressure oscillations downhole that may exceed the operational pressure window. These oscillations are called "surge & swab" and occur both during tripping in and out of hole as well as during drill pipe connections, when the topside heave compensation system used during drilling is disabled because the drill pipe is put in slips. Downhole choking was introduced as a method to reduce downhole pressure oscillations induced by the rig heave and the concept was tested in laboratory scale and using computer simulations (Kvernland et al., 2018). The simulations were perfomed using a purpose-developed software which utilizes such input variables as wave height, pump flow, drill pipe movements, rig characteristic (RAO), drilling fluid properties as well as well design, drill pipe and Bottom Hole Assembly (BHA) data to simulate downhole pressure, induced by rig heave. The simulator is designed to model dynamic interactions between the drilling fluid and the drill string in a rigorous manner, which gives it ability to accurately predict fast downhole changes, such as ones induced by ocean waves. This paper gives an overview of the surge & swab simulator, describing its capabilities and limitations. Data from drilling of a North Sea well is then used to validate the simulations made using the software. The well, used as example in this paper, was drilled conventionally from a floating rig. The downhole pressure variations recorded during three different drill pipe connections are compared with simulated downhole pressure. The simulations are based on the recorded rig heave as well as the actual drilling fluid, well design and drill pipe data. Results show that there is a good correlation between simulated and actual measured downhole pressure. The surge & swab simulation software is then used to simulate the same drilling pipe connections using three different techniques and combinations of techniques utilized for improved downhole pressure control: (1) Managed Pressure Drilling (MPD) (2) Managed Pressure Drilling combined with Continuous Circulation System (CCS) and (3) MPD combined with CCS and a downhole choke. Results show that rig heave-induced downhole pressure variations are reduced to a level which is considered acceptable for drilling a well with narrow pressure window for the last two cases, while utilization of backpressure MPD alone is not sufficient. The combination of MPD and CCS reduced surge & swab for two out of three connections. For the third and deepest connection, the surge & swab increased. The largest reduction in significant downhole pressure variations (43-68 % vs. conventional drilling for the three connections) occurs when MPD and CCS are combined with downhole choking. Future work will consist of further developing the surge & swab simulator so that it will be possible to utilize it in well planning and as real-time decision support during drilling operations. The simulator will also be developed to include possibility of simulating various well completion operations such as running casings and liners. A prototype of the downhole choke is currently being tested at the mud loop of the Ullrigg test rig facility in Stavanger, Norway, and the next development phase consists of designing and building a complete downhole tool for testing in a well.

SummaryA novel method of utilizing simulations of surge and swab induced by floating rig heave is presented in this paper. The intended applications are in well planning and follow-up of drilling and completion operations. We focus on rig heave during drill pipe connections when the rig's heave compensator cannot be engaged. The method consists of: (1) estimating a dynamic, well- and operation-specific, rig heave limit based on surge & swab simulations at different depths in a well and (2) clearly communicating the dynamic rig heave limit to the rig crew and onshore organization as a simple metric. We present cases where this novel methodology has been tested during the drilling and completion of two offshore wells in Norway, and we elaborate on the operators’ view of the method's advantages. We conclude that complementing the traditional fixed rig-specific heave limit with the dynamic one that is based on the properties of the actual well and the actual drilling/completion parameters offers an opportunity to improve management of risks related to breaching well pressure margins or damaging downhole equipment and to reduce costs through reduction of weather-related non-productive time. We show that the dynamic rig heave limit may differ significantly from well to well and also throughout the same well depending on the kind of operation in the well, depth in the well, well geometry and other parameters related to well and operation properties. Our conclusion is that care should be taken when generalizing a maximum allowed rig heave value as is the industry practice today. The benefits of utilizing dynamic well-specific rig heave limit should be assessed during well planning for any well drilled and completed from a floating rig. Well planning software existing today does not offer this functionality.

Summary This paper describes measured and simulated downhole pressure variations ("surge and swab") during drill pipe connections when drilling an ultra-deepwater well offshore Brazil on the Carcará field. Floating rig motion caused by waves and swell ("rig heave") induces surge and swab when the drill string is suspended in slips to make up or break a drill pipe connection and topside heave compensation is temporarily deactivated. This is a known issue in regions with harsh weather such as the North Sea, where pressure oscillations of up to 20 bar have been reported during connections. Recorded downhole drilling data from the Carcará field reveals significant pressure oscillations downhole (in the same order of magnitude as in the North Sea) each time the drill string was suspended in slips to make a connection in the sub-salt 8 ½" section of the well. Mud losses were experienced around the same well depth and they might have been caused by surge and swab. Measured surge and swab pressure variations have been reproduced in an advanced proprietary surge and swab simulator that considers rig heave, drill pipe elasticity, well friction, non-Newtonian drilling mud, well trajectory and geometry. Moreover, findings in this paper suggest that surge and swab was in fact significantly higher than recorded by the MWD (Measurement While Drilling) tool. The true magnitude of surge and swab is not captured in the recorded MWD data due to low sampling frequency of the downhole pressure recording (one measurement every six seconds, a standard downhole pressure sampling rate used on many operations today). This work shows that surge and swab during drill pipe connections on floaters may challenge the available pressure window for some wells even in regions with calm weather such as Brazil. Managed Pressure Drilling (MPD) is a technique that improves control of the downhole pressure. It is, however, not possible to compensate fast downhole pressure transients, such as heave-induced surge and swab, using MPD choke topside. This is due to the long distance between the choke and the bit, which translates into a time delay in the same order of magnitude as typical wave and heave periods. A downhole choke combined with continuous circulation is one of potential solutions. Surge and swab during drill pipe connections can result in a loss or an influx and should be considered in the well planning phase when mud weight, section lengths, etc. are selected.

Harsh weather conditions result in severe heave motion on floating drilling rigs. The drill string is heave-compensated during drilling ahead, however, when slips are set during drill pipe connections, the topside heave compensation system is disabled, and the drill string is then moving up and down together with the rig. Pressure oscillations below and around the drill bit, induced by such movement, are known as "surge & swab". These oscillations can be in the order of 20 bar or more during drill pipe connections in the North Sea and pose a serious challenge to drilling of wells with narrow pressure margins from floating rigs in harsh weather environment. A managed pressure drilling (MPD) choke at the surface cannot be used to control rig heave-induced surge & swab due to the fast nature of the pressure oscillations in question, stochastic character of the sea waves that cause them and long time-delay between topside choking and bottomhole response. Continuous Circulation System (CCS) might be able to reduce the pressure oscillations somewhat by maintaining constant mud flow during connections. Computer simulations and laboratory experiments were previously used to investigate a novel method for attenuating surge & swab by utilizing an autonomous choke to be installed in the bottom-hole assembly (BHA). The bottomhole pressure oscillations can be effectively reduced through dynamic in-situ control of the mud flow through BHA by a downhole choke. This paper presents the downhole choke system and the results from the first pilot trial conducted in a mud flow loop at Ullrigg test rig in Stavanger utilizing a full-scale version of the choke. The prototype was subjected to drilling mud with flow rates up to 2500 lpm and differential pressure up to 250 bar to investigate its ability to accurately control the flow while at the same time withstanding the demanding conditions. Satisfactory choke valve characteristics were obtained, indicating ability to control the flow with sufficient precision. Flow testing resulted in severe erosion of carbon steel components while wolfram carbide components were able to withstand the erosive nature of the flow. The test also uncovered challenges related to operation of the choke with high differential pressure and flow rates which could later be related to the motor, used to control the downhole choke assembly. The next phase of the project is to design a downhole prototype and test it in an onshore test well to achieve Technology Readyness Level (TRL) 4 qualification ("ready for first use offshore"). The final goal is to qualify the downhole choke together with MPD and a Continuous Circulation System (CCS) for use on floating drilling rigs in harsh weather environment.

High-yield pulping of wood chips using low-consistency (LC) refining in combination with primary-stage high-consistency (HC) refining has previously been shown to produce paper with quality parameters (tensile strength and light-scattering coefficient) commonly targeted for newsprint with significantly less refining energy input than using only HC refining. However, questions remain on the differences in the refining action between the two refiner types and for high-yield pulping, the refiner energy demand is a crucial process parameter. Therefore, fines- and fiber-fraction development in HC and LC refining has been studied in detail using Bauer-McNett fractionation, and the respective tensile strengths of the different fractions have been compared. Quantitative and qualitative (morphological) characteristics of the isolated fine fractions have also been analyzed in detail using a newly developed automated fluorescence microscopy method and scanning electron microscopy. The results suggest the difference in LC/HC pulp properties (strength and optical) is partly derived from deviating fiber and fines morphologies and mass balances. The quality of the fines generated during HC and LC refining also differs. LC-refined pulps contain thinner fibrillar fines (thread-like) and HC-refined pulps broader fibrils such as lamellae-type fines. Flake-like fines from the outer fiber wall decreased in relative amount with energy input.

Primary refined softwood was subjected to high-consistency (HC) or low-consistency (LC) secondary refining, and the nature of the development of the internal and external fiber microstructure and ultrastructure has been compared. The primary refining of mixed softwood as a raw material was performed in pilot scale by the advanced thermomechanical pulp process. The study was aiming at the comparative characterization of LC and HC pulps at the fiber level when produced with similar and well-characterized handsheet properties. The formerly described Simons’ staining method was applied. A significant degree of fiber wall delamination/internal fibrillation (D/IF) was observed during both LC and HC refining. Both the energy input and the refining consistency had a significant impact on elevating the degree of fiber wall D/IF. The statistical evaluation of internal fiber development indicated that the fiber populations in LC- and HC-refined pulps had a similar degree of fiber wall D/IF despite having a large difference in refining energy input (420 kW h odt-1), confirming that D/IF was promoted more energy-efficiently in LC than in HC refining. The characteristic of the external fiber development from HC and LC refining was very different. Secondary LC refining promoted fiber surfaces with ribbons of thin hairlike threads arising from the inner secondary S2 layer that occasionally developed along the whole fiber length. Broad sheet- and lamellae-type external fibrillation from the S2 was typical for HC refining, and these characteristics were rarely observed in the LC pulps. The mechanisms for LC and HC fiber development are proposed. The cell wall characteristics (internal and external) of the pulp fibers appear to govern most of the physical and optical properties in handsheets.

Fibre and fines quality development in pilot scale high and low consistency refining of ATMP

A pilot refining trial on Loblolly pine (Pinus taeda) was conducted using a novel process configuration called ATMP (Advanced Thermomechanical Pulp). In this process, selective wood disintegration due to mechanical pre-treatment of chips and increased refining intensity is combined with targeted application of chemicals after defibration. Standard TMP was compared to ATMP where different chemical strategies were applied. These strategies employed active chemicals known to cause sulphonation, carboxylation/oxidation and degradation of fibre components in order to assist the refining process. Main goal of the study was to evaluate the potential of decreasing the energy demand in refining evaluated at equal tensile index compared to a TMP reference. Another goal was to produce pulp where the TMP character, i.e. good optical properties combined with good bulk and strength properties, was fully preserved. The objective was also to study other quality aspects of the pulp produced using the ATMP process and compare these to properties of conventional TMP. Energy demand in refining was decreased with at least 0.6 MWh/odt compared to TMP at tensile index 25 Nm/g when ATMP concept was used. Maximum achieved reduction in the refining energy demand was 1.1 MWh/odt (42%) compared to the TMP reference at tensile index 25 Nm/g. Statistical analysis showed that pulp, produced using the ATMP process, retained all its important properties such as light scattering, density and elongation on the same level as control TMP, i.e. it had the same character. All pulps produced using the ATMP process had very low shive content. Treatment with hydrogen peroxide and magnesium hydroxide was the most successful chemical strategy tested during the pilot trial. It was most successful both in respect to improved optical properties (14 ISO % increase in brightness could be achieved by adding 25 kg/odt hydrogen peroxide in the first stage refiner) and reduction of energy demand in refining.

This thesis is focused on the novel wood chip refining process called AdvancedThermomechanical Pulp (ATMP) refining. ATMP consists of mechanical pretreatmentof chips in Impressafiner and Fiberizer prior to first stage refining atincreased intensity. Process chemicals (this study was concentrated on hydrogenperoxide and magnesium hydroxide) are introduced into the first stage refiner.It is known that the use of chemicals in TMP process and first stage refining atelevated intensity can reduce the energy demands of refining. The downside is thatthey also alter the character of the produced pulp. Reductions in fibre length andtear index are usually the consequences of refining at elevated intensity. Additionof chemicals usually leads to reduction of the light scattering coefficient. Usingstatistical methods it was shown that it is possible to maintain the TMP character ofthe pulp using the ATMP process. This is explained by a separation of thedefibration and the fibre development phases in refining. This separation allowsdefibration of chips to fibres and fibre bundles without addition of chemicals orincrease in refining intensity. Chemicals are applied in the fibre developmentphase only (first stage refiner). The energy demand in refining to reach tensileindex of 25 Nm/g was reduced by up to 1.1 MWh/odt (42 %) using the ATMPprocess on Loblolly pine. The energy demand in refining of White spruce, requiredto reach tensile index of 30 Nm/g, was reduced by 0.65 MWh/odt (37%).Characterizations of individual fibre properties, properties of sheets made fromlong fibre fractions and model fibre sheets with different fines fractions werecarried out. It was established that both the process equipment configuration (i.e.the mechanical pre‐treatment and the elevated refining intensity) and the additionof process chemicals in the ATMP process influence fibre properties such as external and internal fibrillation as well as the amount of split fibres. Improvementof these properties translated into improved properties of sheets, made from thelong fibre fractions of the studied pulps. The quality of the fines fraction alsoimproved. However, the mechanisms of improvement in the fines quality seem tobe different for fines, generated using improved process configuration andaddition of process chemicals. The first type of fines contributed to better bondingof model long fibre sheets through the densification of the structure. Fines whichhave been influenced by the addition of the process chemicals seemed in additionto improve bonding between long fibres by enhancing the specific bond strength.The improved fibre and fines properties also translated into better airpermeability and surface roughness of paper sheets, properties which areespecially important for supercalendered (SC) printing paper. The magnitude offibre roughening after moistening was mainly influenced by the processequipment configuration while the addition of process chemicals yielded lowestfinal surface roughness due to the lowest initial surface roughness. There was nodifference in how fines fractions from the studied processes influenced the fibreroughening. However, fines with better bonding yielded model fibre sheets withhigher PPS, probably due to their consolidation around fibre joints. Hence, thedecrease in PPS can probably be attributed to the improvements in the long fibrefraction properties while the improvement of fines quality contributed to thereduction of air permeability.The process chemicals, utilized in the ATMP process (Mg(OH)2 and H2O2) alsoproved to be an effective bleaching system. Comparable increases in brightnesscould be reached using the ATMP process and conventional tower bleaching.Maximum brightness of the pulp was reached after approximately 10 minutes ofhigh‐consistency storage after refining or 40 minutes of conventional bleaching.This study was conducted using a pilot scale refiner system operated as a batchprocess. Most of the experiments were performed using White spruce (Piceaglauca). In Paper I, Loblolly pine (Pinus taeda) was used. It is believed that theresults presented in this thesis are valid for other softwood raw materials as well,but this limitation should be considered.

This review covers the effect of mechanical pre-treatment of wood chips on the energy consumption in refining and the quality of pulp. To understand the mechanisms of mechanical pre-treatment, a short description of relevant refining theory and reported effects of pre-treatment on wood morphology is given. Mechanical pre-treatment offers a chance to utilize the energy needed to defibrate chips in a more efficient way, minimizing the cyclic elastic deformations which are the main defibration mechanism in refining. Studies of fibre morphology indicate that compressive pretreatment mechanically introduces favorable weak points in the S1 and S2 fibre walls where defibration proceeds easier upon subsequent refining. Published results which cover the effect of the pretreatment on energy consumption and pulp properties are reviewed. Energy reduction of between 10% and 30% is reported in the literature. High ratio of volumetric compression is necessary. Pressurized conditions are required to ensure that the fibres are not damaged during the pre-treatment. Other effects of compressive pretreatment include a more uniform chip size and moisture content, better penetration of chemicals and removal of extractives from the chips. A list of equipment used for chip pre-compression is provided together with published results of pilot-scale and mill-scale operation.

The aim of this study was to compare refiner bleaching with conventional laboratory bleaching by means of hydrogen peroxide and magnesium hydroxide. Refiner bleaching in this study was a part of the ATMP (advanced thermo mechanical pulping) process, in which bleaching chemicals are added to the first stage refiner. Unbleached reference pulp which underwent similar mechanical treatment as refiner bleached pulp was used for laboratory bleaching. Bleaching efficiency was found to be almost equal for pilot scale refiner bleaching and conventional laboratory bleaching. A brightness increase of 10 ISO% was reached with addition of 26 kg t-1 hydrogen peroxide leading to a final brightness of 66 ISO% using both methods. Slightly more COD (52 kg t-1 compared with 46 kg t-1) was generated in refiner bleaching compared with conventional laboratory bleaching to equal brightness with the same chemicals added.

A pilot scale refining trial was conducted using the ATMP (Advanced Thermomechanical Pulp) refining concept with White spruce as raw material. Low-intensity TMP and high-intensity TMP with mechanical pretreatment of chips were compared to ATMP (Mg+P), where development of fibres was enhanced using hydrogen peroxide and magnesium hydroxide. The main goal of the trial was to evaluate the potential of using ATMP process for production of SC (supercalendered) magazine paper. SC paper is especially demanding when it comes to the paper surface structure which is strongly influenced by the development of fibre properties. Improvement in individual fibre properties such as flexibility, fibre split index and fibre surface area index achieved using ATMP process was found to translate into decreased surface roughness and air permeability of calendered laboratory sheets. Both the refining process configuration and the addition of process chemicals were found to have significant impacts though the process configuration had major role. The influence of process chemicals on surface roughness was mainly pronounced after second stage refining. The magnitude of surface roughening (fibre rising) was found to be influenced mainly by the process configuration.