Rotary shouldered connections (RSCs) for polycrystalline diamond compact (PDC) drill bits have been unchanged since PDC bits were introduced in the late 1970s. These specifications were carried over from roller cone (RC) bits, which require significantly less torque to fail rock than a PDC bit. Current drilling processes and technologies highlight the need to re-evaluate connection requirements for PDC bits, specifically bits using the 3 1/2 REG connection. The Bakken shale requires extremely long laterals of up to two miles to remain within production zones, which are most economically drilled with a bent housing motor. These long laterals led to significant motor technology improvements for preventing stalls and allowing more weight on bit (WOB), increasing rate of penetration (ROP), and decreasing the number of bottomhole assemblies (BHAs), which reduced drilling costs. These advantages were achieved using a 5-in. motor that has a peak torque output greater than the makeup torque of the 3 1/2 REG connection. Therefore, it is necessary to re-evaluate PDC bit connections.
The connection fatigue index (CFI) is used to compare the fatigue life of connections given a set of parameters. It uses the Morrow strain-life equation to predict fatigue life. A unique feature of the equation is that it takes into account both stress and strain in the plastic region, which is crucial because the last engaged thread enters plastic deformation during makeup. The CFI includes Numbered Connections (NC) 35 and NC38 but does not include the 3 1/2 REG connection; therefore, the starting point for evaluation is to perform the calculations for the 3 1/2 REG connection. Fatigue life was evaluated using the CFI for the 3 1/2 REG, 3 1/2 REG with 1-in. stress-relief groove (SRG), NC35, and NC38 connections for a given bending moment.
Results from the Morrow strain-life equation predict that the NC35 with a SRG will have the greatest number of cycles to failure of the four connections evaluated. Based on the CFI calculations, the NC35 is predicted to last approximately 800 times longer than the 3 1/2 REG, 40 times longer than the NC38, and 10 times longer than a 3 1/2 REG with 1-in. SRG. The following thread form characteristics account for the exponential increase in life of the NC connections over the 3 1/2 REG: larger pitch diameter, SRG, larger root radius, and reduced taper angle. The NC35 connection was then field tested in a Bakken shale lateral.
As well plans are modified for shale drilling and motor technology advances, connection advances are also required. At a minimum, the makeup torque of the connection should be greater than the torsional output of the motor to prevent downhole makeup, mud seal galling, and reduced fatigue life.