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Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013 The Post-Buckling Behavior of A Tubular String in An Inclined Wellbore Deli Gao 1 and Fengwu Liu 1 Abstract: A down-hole tubular string in an inclined wellbore, under variable axial and torsional loading, may simultaneously undergo a sinusoidal as well as helical buckling, at different sections. In this paper, the buckling equation for a tubular string, in an inclined wellbore, subjected to axial and torsional loading, is established by an equilibrium method. The analytical solutions for the buckling equations, for sinusoidal and helical configurations of buckled tubular string, are obtained by Galerkin and nonlinear scaling methods. Methods for computing the contact forces between the buckled tubular string and wellbore, are developed. The analytical solutions are in good accordance with the numerical results, for the non- linear buckling equation. The critical loads for sinusoidal as well as helical buck- ling of a down-hole tubular string are determined, using the constraint condition under which the contact force is nonnegative. Thus, the post-buckling behavior of a tubular string, with different configurations, in an inclined wellbore, is determined by the presented analytical method. 1 Introduction The buckling of down-hole tubular strings, such as a coiled tubing, a drill string, a casing string, or a tubing string, is a fundamental problem in petroleum engineering. Such a buckling may affect the normal down-hole operations, such as transmitting the loads or controlling the well trajectory, or may even result in the failure of the down-hole tubular strings, due to an excessive bending stress, excessive casing wear, and fatigue. Since the first paper concerning the helical buckling of a drill-string in a vertical well, published by Lubinski (1962), the subject of down-hole tubular buckling has received a considerable attention in the field of petroleum engineering. Owing to the variable axial load under the action of its own weight, the buckling behavior of a tubular string in an inclined wellbore is more complicated than that in a horizontal 1 Key Laboratory of Petroleum Engineering in the Ministry of Education, China University of Petroleum, Beijing 102249, China. E-mail: [email protected] ; [email protected]

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Page 1: The Post-Buckling Behavior of A Tubular String in An ... · PDF fileThe Post-Buckling Behavior of A Tubular String in An Inclined Wellbore Deli Gao1 and Fengwu Liu1 Abstract: A down-hole

Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

The Post-Buckling Behavior of A Tubular String in AnInclined Wellbore

Deli Gao1 and Fengwu Liu1

Abstract: A down-hole tubular string in an inclined wellbore, under variableaxial and torsional loading, may simultaneously undergo a sinusoidal as well ashelical buckling, at different sections. In this paper, the buckling equation for atubular string, in an inclined wellbore, subjected to axial and torsional loading, isestablished by an equilibrium method. The analytical solutions for the bucklingequations, for sinusoidal and helical configurations of buckled tubular string, areobtained by Galerkin and nonlinear scaling methods. Methods for computing thecontact forces between the buckled tubular string and wellbore, are developed. Theanalytical solutions are in good accordance with the numerical results, for the non-linear buckling equation. The critical loads for sinusoidal as well as helical buck-ling of a down-hole tubular string are determined, using the constraint conditionunder which the contact force is nonnegative. Thus, the post-buckling behavior ofa tubular string, with different configurations, in an inclined wellbore, is determinedby the presented analytical method.

1 Introduction

The buckling of down-hole tubular strings, such as a coiled tubing, a drill string, acasing string, or a tubing string, is a fundamental problem in petroleum engineering.Such a buckling may affect the normal down-hole operations, such as transmittingthe loads or controlling the well trajectory, or may even result in the failure ofthe down-hole tubular strings, due to an excessive bending stress, excessive casingwear, and fatigue.

Since the first paper concerning the helical buckling of a drill-string in a verticalwell, published by Lubinski (1962), the subject of down-hole tubular buckling hasreceived a considerable attention in the field of petroleum engineering. Owing tothe variable axial load under the action of its own weight, the buckling behavior ofa tubular string in an inclined wellbore is more complicated than that in a horizontal1 Key Laboratory of Petroleum Engineering in the Ministry of Education, China University of

Petroleum, Beijing 102249, China. E-mail: [email protected] ; [email protected]

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18 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

well. Down-hole tubular-strings may have the different buckled configurations atdifferent depths, including the initial configuration, a sinusoidal configuration, atransition from a sinusoidal to a helical configuration, and a helical configuration.

Down-hole tubular buckling in an inclined wellbore, under the action of its ownweight, and of a compressive force applied at its upper end, has been analyzedby several authors since 1964. Down-hole tubular sinusoidal buckling was firststudied by Paslay and Bogy (1964), and the critical load for the onset of a sinusoidalbuckling was obtained by using an energy method [Miska et al., (1995, 1996), Wuet al. (1994)], which was also used to determine the critical load for the onset ofhelical buckling. The energy method was used to obtain the different critical loads,by assuming different buckling configurations. The equation for the buckling ofa down-hole tubular, in inclined wellbore, under an axial load was developed byMitchell(1995), who developed a simplified algebraic equation for an approximateanalytical solution of the tubular which buckles helically. The numerical solutionfor the nonlinear buckling equation, derived for an arbitrary hole, was also used toobtain some results, by Mitchell(1997). The critical load for the helical buckling ofa tubular string in an inclined wellbore was studied by Huang and Pattillo (2000).

The equation for the buckling of a tubular string, subjected to axial as well astorsional loads, in a horizontal wellbore, was developed by Gao(1998). In thisequation, the axial load on the tubular string is invariable along the axial direction.The analytical solutions for a sinusoidal as well as a helical configuration of thetubular string, and the corresponding contact forces, were obtained by using theGalerkin method and a nonlinear scaling method. These analytical solutions are ingood agreement with the numerical results obtained by solving the correspondingstrongly nonlinear ordinary differential equations [Gao et al(1998) and (2002)] andLiu [Liu et al (1999)]. Based on the constraint condition under which the contactforce is nonnegative [Liu et al (1999) and (2002)], the critical loads for sinusoidalas well as the helical configurations, were obtained separately. Therefore, the ana-lytical solutions were obtained for down-hole tubular buckling behaviors, rangingfrom a sinusoidal to a helical configuration. Furthermore, analytical solutions wereobtained for helical buckling of a down-hole tubular string, with hinged as well asfixed end conditions [Liu et al (1999)].

However, the loads on a tubular string in an inclined wellbore are variable alongthe axial direction. In a down-hole tubular string, the initial equilibrium configura-tion, a sinusoidal configuration, a transition from sinusoidal configuration to heli-cal configuration, and the helical configuration, may all occur simultaneously. Theequations governing the buckling of a down-hole tubular, subjected to axial as wellas torsional loads, in an inclined wellbore, are developed in this paper. The analyti-cal solutions for these equations governing the buckling of the tubular are obtained

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The Post-Buckling Behavior of A Tubular String 19

for sinusoidal as well as helical configurations, by the Galerkin method and a non-linear scaling method. The contact force between the buckled tubular string andthe wellbore are obtained. The maximum sinusoidal buckling load, and the mini-mum helical buckling load, are determined by using the constraint conditions underwhich the contact force is nonnegative. Therefore, the various buckling behaviorsof the down-hole tubular can be described for different buckled configurations, inan inclined wellbore. These research results enable a thorough understanding ofthe buckling characteristics of the down-hole tubular.

2 Buckling Equation for the Tubular

The following basic assumptions are invoked in the present research work:

(1) The elasticity theory for a slender beam can be used to define the relationshipbetween the bending moment and the curvature;

(2) The down-hole tubular string is so long, that the end conditions are not consid-ered in the analysis;

(3) The down-hole tubular string keeps a continuous contact with the wellbore;

(4) The wellbore is circular, straight, rigid and frictionless.

A down-hole tubular string, subjected to an axial load F and a toque Mn, and con-strained within an inclined wellbore, is considered. The coordinate system em-ployed is shown in Fig.1. It is assumed that the axial line of the wellbore is in thevertical plane, and that the angle between the axial line of the wellbore and verticalline is denoted as α . The initial equilibrium state of the tubular string is in thebottom of wellbore, under its own weight.

As the loading on the tubular string is increased to some critical values, the tubu-lar string will be buckled to depart from the initial equilibrium state. The buckledtubular string is assumed to keep continuous contact with the wellbore. The ge-ometric contact between the buckled tubular string and wellbore, and the overallconfiguration, are shown in Fig.2,

where, N is the contact force between the buckled tubular string and the wellbore. θ

is the angle between the buckled tubular string and the initial equilibrium position.r is the tubular string/wellbore radial clearance. According to the assumption ofcontinuous contact, any point C in the axial line of the buckled tubular string isalways on the cylindrical surface with a radius of r. The radius vector of any pointC in the axial line is represented by r(s), where s is the arc length measured fromone end of the tubular string.

r = xi+ yj+ zk (1)

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20 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

z

y

q

Fn

Fn

Figure 1: The Down-hole tubular string in an inclined wellbore (side view)

C

r

X

Y

Figure 2: Down-hole tubular string in an inclined wellbore (cross section)

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The Post-Buckling Behavior of A Tubular String 21

x = r0 cosθ , y = r0 sinθ (2)

drdz

=dxdz

i+dydz

j+k (3)

The equilibrium equations of the buckled tubular string can be expressed as:

dFdz

+ f = 0 (4)

dMdz

+drdz×F = 0 (5)

where F is the internal force vector in the tubular string, M is the moment of internalforce, and f is the external force per unit length. f can be expressed as:

f = (qsinα−N cosθ) i−N sinθ j−qcosα k (6)

The moments are related to the curvature and the twist of the tubular string, throughthe conventional relationships of the slender-beam theory, as generalized to threedimensions:

M = EI(drdz× d2r

dz2 )+GJdγ

dzdrdz

(7)

where E is the elastic modulus of tubular string; G is the shear modulus; I is theinertia of tubular string section; J is the polar moment of inertia; γ is the twist angleof tubular string.

Combining Eq.4 , Eq.5 and Eq.7, the differential equation for the buckled configu-ration, defined by the angle θ , can be expressed as follows:

d4θ

d z4 −6(d θ

d z)2 d2

θ

d z2 +3Mn

EId θ

d zd2

θ

d z2 +d

d z(

FEI

d z)+

qsinα

EIrsinθ = 0 (8)

where q is the weight of the tubular string per unit length, F0 is the axial load at thelower end of the tubular string. F is the axial load on the section of z, which can beexpressed by:

F = F0−qzcosα (9a)

The torque in the section at z is:

Mz = MA +Mn (9b)

where MA = EI r2(d θ

d z

)3is the additional torque with the buckling deformation

(Liu and Gao,1999).

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22 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

Furthermore, the contact force between the buckled tubular string and the wellborecan be described as follows:

N = EIr[4d3

θ

d z3dθ

d z+3(

d2θ

d z2 )2− (dθ

d z)4]

+Mnr[(dθ

d z)3− d3

θ

d z3 ]+Fr(dθ

d z)2 +qsinα cosθ

(10)

The effect of the torque on the buckling behavior of the down-hole tubular hasbeen discussed in the previous papers [Gao et al.(1998) and Liu et al (1999)]. Forsimplicity, the effect of the torque will be not considered below.

A parameter is introduced as:

ω0 =

√F0

2EI(11a)

and the dimensionless parameters are introduced, as:

ξ = ω0z, n =N

EIrω40, ε =

qF0

√2EIF0

(11b)

where ξ is the dimensionless position, n is the dimensionless contact force, and ε

is the dimensionless ratio of the variation of the axial load.

The buckling equation can be rewritten in a dimensionless form as:

θ′′′′ξ −6θ

′2ξ θ′′ξ

+2[(1− εξ cosα)θ ′ξ]′ξ+Q0 sinα sinθ = 0 (12a)

where Q0 is the dimensionless lateral load, and can be determined by:

Q0 =q

EIrω40

(12b)

The contact force, in its dimensionless form, can be expressed as:

n = 4θ′′′ξ

θ′ξ+3θ

′′2ξ −θ

′4ξ +2(1− εξ cosα)θ ′2ξ +Q0 sinα cosθ (13)

3 Solutions for tubular buckling equation, for a sinusoidal buckling configu-ration

As the change of the axial load of the tubular string, under its own weight, is verylow, the dimensionless parameter ε in Eq.12a is a small quantity. The solutions ofthe buckling equation for a sinusoidal buckling configuration can be obtained bythe Galerkin method.

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The Post-Buckling Behavior of A Tubular String 23

For the sake of simplicity, the trial function for the buckling configuration can beassumed as:

θ = Asin(η) (14)

where

η =2

3ε cosα[1− (1− εξ cosα)3/2] (15)

Omitting the terms of higher-order in ε , Eq.12a can be rewritten as:

θ′′′′η −6θ

′2ηθ′′η +2θ

′′η +Q1 sinθ = 0 (16a)

where

θ′η =

d η; θ

′′η =

d2θ

d η2 ; θ′′′η =

d3θ

d η3 ; θ′′′′η =

d4θ

d η4 ;

Q1 =Q0 sinα

(1− εξ cosα)2 (16b)

Applying the Galerkin method to Eq.16a, we can obtain the weighted-residual ex-pression as:∫

π

0(θ ′

′′′

η −6θ′2ηθ′′

η +2θ′′

η +Q1 sinθ)sinηdη = 0

As the half-wave-length of the sinusoidal buckling configuration is very small, rela-tive to a long tubular string, εξ in the half wavelength of the sinusoidal configurationcan be regarded as being invariant. We can obtain:

A =

√8(1−Q1)12−Q1

(17)

The sinusoidal buckling configuration can be expressed by:

θ =

√8[(1− εξ cosα)2−Q0 sinα]12(1− εξ cosα)2−Q0 sinα

sin(η) (18)

Based on numerical analysis, the lateral buckling amplitudes were been obtainedby Mitchell (1997), using the least-squares method, as:

θmax = 1.12271[(1− εξ cosα)−√

Q0 sinα] 0.460(1− εξ cosα)0.040 (19)

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24 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

0 10 20 30 40 50

-0.4

-0.2

0.0

0.2

0.4

0.6 Analytical solution Mitchell's formula

Figure 3: Comparison between the present analytical results, and Mitchell’s for-mula

0 1 2 3 4 5 6 7 8-0.8

-0.4

0.0

0.4

0.8

Analytical Numeircal

Figure 4: Comparison between the present analytical and numerical solutions for asinusoidal buckling configuration

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The Post-Buckling Behavior of A Tubular String 25

0 2 4 6 8-0.5

0.0

0.5

1.0

1.5

2.0 Analytical Numerical

n

Figure 5: Comparison between the present analytical and numerical solutions forthe dimensionless contact force caused by a sinusoidal buckling

The comparison between Eq.18 and Mitchell’s formula Eq.19 is shown as Fig.3.

Based on the analytical solution Eq.18, the numerical solution of Eq.12a for sinu-soidal buckling configuration can be obtained. The comparison between the presentanalytical and numerical solutions for a sinusoidal buckling configuration is shownin Fig.4, and the comparison between their corresponding contact forces is shownin Fig.5, where, Q0 = 1.0, α = 30o, ε = 0.01.

As shown in Fig.4, the analytical solution for sinusoidal configuration, obtainedfrom Eq.14 has a good correlation with the numerical solution.

Assuming an appropriate amplitude of the sinusoidal buckling configuration, theinitial force of sinusoidal buckling can be obtained as below:

Q1 = 1 (20)

Using the critical condition Q1 = 1, the location ξcrs at which the sinusoidal buck-ling starts, can be determined by Eq.16b.

As shown in Fig.5, the difference between the analytical and numerical results forthe contact force increases, as Q1 decreases. To improve the accuracy of analyticalsolution, an improved trial function for the sinusoidal buckling configuration isassumed as below:

θ = Asin(η)+Bsin(3η) (21)

We substitute Eq.21 into the buckling equation, Eq.16a and obtain the weighted

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26 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

residual equations:{∫π

0 (θ ′′′′η −6θ ′2ηθ ′′η +2θ ′′η +Q1 sinθ)sinηdη = 0∫π

0 (θ ′′′′η −6θ ′2ηθ ′′η +2θ ′′η +Q1 sinθ)sin(3η)dη = 0(22)

For a given Q1, the undetermined coefficients A, B can be determined from Eq.22.Furthermore, the sinusoidal buckling configuration can be obtained from Eq.21.

The comparison of the analytical solution with the numerical solution is shown inFig.6. The results demonstrate that the analytical results for both θ and n are allin good coincidence with the numerical results, where α=90◦C and ε=0 [Liu et al(1999) and (2002)].

It is known that the negative contact force has no physical significance. Basedon this constraint condition, the critical condition for the onset of the sinusoidalconfiguration can be determined by the nonlinear algebra equations as below:

32 A3 +27AB2 + 9

2 A2B−A +Q1(A− 18 A3 1

4 AB2 18 A2B) = 0

63B+ 32 A3 +27A2B+ 243

2 B3 +Q1(B 14 A2B 1

24 A3) = 0−2A2−108AB−306B2−A4−12A3B−54A2B2−108AB3−81B4 +Q1 = 0

(23)

Eq.23 is solved to obtain:

Qsmin = 0.5266, A = 0.5808, B =−0.004108 (24)

where Qsmin is the maximum load for the sinusoidal buckling configuration. Thus,the range of load for a stable sinusoidal configuration can be obtained as follows:

0.5266 < Q1 < 1 (25)

Furthermore, the portion of the tubular string which buckles sinusoidally can bedetermined. Thus, the entire sinusoidal buckling behavior of the tubular string inan inclined wellbore has been determined.

4 Solution for a helical buckling configuration

As the loads on the tubular string increase to a critical value, the tubular stringwill buckle helically. The helical configuration can also be obtained by solving theEq.12a. The nonlinear scaling method is adopted, for the small parameter ε in theEq.12a.

New variables are introduced as:

λ = εξ (26)

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The Post-Buckling Behavior of A Tubular String 27

0 2 4 6 8 10-1.0

-0.5

0.0

0.5

1.0

Q0=0.93

Q0=0.73Q0=0.53Q0=0.33Q0=0.13

Analytical Analytical Numerical

(a)

0 2 4 6 8 10-1.0

-0.5

0.0

0.5

1.0

1.5

2.0

2.5

Analytical Analytical Numerical

Q0=0.93Q0=0.73Q0=0.53Q0=0.33

Q0=0.13

n

(b)

Figure 6: Comparison of the analytical and numerical solutions for (a)sinusoidalbuckling configuration, and (b) the normal contact force

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28 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

η =g(λ )

ε(27)

and for a helical buckling configuration is assumed as:

θ = θ0(λ ,η)+ εθ1(λ ,η)+ ε2θ2(λ ,η)+Oθ3(λ ,η) (28)

Substituting Eq.28 into Eq.12a, the coefficient equation of ε0 can be obtained as:

ε0 : g′4(λ )

∂ 4θ0

∂η4 −6g′4(λ )(∂θ0

∂η)2 ∂ 2θ0

∂η2 +2(1−λ cosα)g′2(λ )∂ 2θ0

∂η2 = 0 (29)

The solution of Eq.29 can be expressed as [Gao et al (1998)]:

∂θ0

∂η=±√

1−λ cosα

g′(λ )(30a)

Assume that g(λ ) satisfies the relation as:

g′(λ ) =√

1−λ cosα (30b)

Then:

g(λ ) =− 2C1

3cosα(1−λ cosα)3/2 +C2 (30c)

Assuming C1=1, and η(ξ =0)=0, we can obtain:

C2 =2

3cosα(30d)

g(λ ) =2

3cosα[1− (1−λ cosα)3/2] (31)

η =2

3ε cosα[1− (1−λ cosα)3/2] (32)

Therefore, the zeroth-order perturbed solution for Eq.12a can be obtained as:

θ0(λ ,η) =±η (33)

Substituting Eq.33 into the coefficient equation of order ε1, we can obtain:

∂ 4θ1

∂η4 −4∂ 2θ1

∂η2 +hsinα sinη

(1−λ cosα)2 = 0 (34)

The solution of the Eq.34 can be obtained as:

θ1 =−15

hsinα sinη

(1−λ cosα)2 (35)

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The Post-Buckling Behavior of A Tubular String 29

Substituting Eq.35 into the coefficient equation of ε2, we can obtain:

∂ 4θ2

∂η4 −4∂ 2θ2

∂η2 +7

50h2 sin2

α sin(2η)(1−λ cosα)4 +

3hsin(2α)cosη

2(1−λ cosα)7/2 = 0 (36)

The solution of the Eq.36 can be obtained as:

θ2 =− 71600

h2 sin2α sin2η

(1−λ cosα)4 −3

10hsin2α cosη

(1−λ cosα)7/2 (37)

Together, the asymptotic solution of buckling equation for helical configuration canbe determined as:

θ =±[η− 15

Q0 sinα sinη

(1−λ cosα)2 −7

1600Q2

0 sin2α sin2η

(1−λ cosα)4 −310

εQ0 sin2α cosη

(1−λ cosα)7/2 ] (38a)

Considering ε << Q0, Eq.38a can be simplified as:

θ =±(η− 15

Q1 sinη− 71600

Q21 sin2η) (38b)

For verifying the accuracy of the analytical solution by non-linear scaling method,the numerical results of buckling equation for helical configuration have been ob-tained. The comparison between the analytical and numerical solutions is shown asin Fig.7 and Fig.8. The broken lines in the figures indicate that the correspondingcontact forces are negative, and the solutions in the region have no physical signif-icances. The analytical and numerical solutions show a good agreement as seen inthe figures.

Substituting Eq.38a into Eq.13, the critical condition for helical buckling can beobtained by the condition nmin ≥ 0:

Qcrh = 0.5290 (39)

As Q1 < 0.5290, the tubular string will be buckled helically.Therefore, the entirehelical buckling behaviors of the tubular string in an inclined wellbore have beendetermined.

5 Results and discussion

(1) The deformation of buckled tubular string

The configuration of a tubular string which buckles sinusoidally can be ex-pressed as:

θ=

√8(1-Q1)12-Q1

sinη (40)

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30 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

0 10 20 30 40 50 60 70 800

10

20

30

40

50

60

70

Analytical Analytical Numerical

Figure 7: Comparison between the analytical and numerical solutions of the buck-ling equations, for helical buckling configuration

0 10 20 30 40 50 60 70 80

-0.2

0.0

0.2

0.4

0.6

0.8

1.0

1.2

1.4 Analytical Analytical Numerical

n

Figure 8: Comparison between the analytical and numerical solutions for the con-tact force, for tubular string which buckles helically

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The Post-Buckling Behavior of A Tubular String 31

and the configuration of a tubular string which buckles helically can be ex-pressed as:

θ =±(η− 15

Q1 sinη− 71600

Q21 sin2η) (41)

For a given tubular string in an inclined wellbore, Q0 can be determined fromα , ε and F0. Q1 can also be represented as the dimensionless lateral load atany location ξ of buckled tubular string. Therefore, the relation between theconfiguration of buckled tubular string, and the force at any location, can bedetermined by Eq.40 or Eq.41.

When α=90◦, the inclined wellbore degenerates into a horizontal wellbore, andEq.15 changes into η = ξ and Eq.16b changes into Q1 = Q0. The results arethe same as those obtained by Liu et al (1999) and Gao et al (2002).

When α = 0o,the inclined wellbore degenerates into a vertical wellbore, and

Eq.15 changes into η = 23ε

[1− (1− εξ )3/2] and Eq.38a changes into θ =±η .The first order derivative of θ is:

θ′ξ

=√

1− εξ (42)

The result is same as that of Mitchell(1988).

Based on Eq.40 or Eq.41, the stresses in a buckled tubular string, and thechange of the axial length of a buckled tubular string can be determined [Gaoet al (2002)].

(2) Critical conditions for different configurations of the buckled tubular string

The range of the force for a sinusoidal configuration to result, is 0.5266 <Q1 < 1 from Eq.25, and the range of the force for a helical configuration toresult is Q1 < 0.5290 from Eq.39. Thus, it can be seen that the maximum loadfor a sinusoidal configuration to exist, is very close to the minimum force fora helical configuration to result. The results show that there is no transitionfrom a sinusoidal to a helical configuration, for the buckled tubular string in aninclined wellbore.

Based on the stability of numerical solution,Mitchell(1997) had given an ap-proximate range for the critical force. Because the solution of the non-linearbuckling solution is not unique, both the sinusoidal and helical configurationsare all the solutions of buckling equation Eq.12a. The method by Mitchell mayhave difficulties in assuring the accuracy of the critical forces.

Using different assumptions for the buckled configuration, Wu and Juvkam-Wold(1994) and Miska et al (1995, 1996) had obtained the critical loads for the

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32 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

sinusoidal buckling and the helical buckling, by an energy method. The differ-ent critical loads had been obtained by using different hypothetical configura-tions. The actual buckled configuration could not be determined by the energymethod. The difference between different results is obvious. Several typical re-sults are list in Table.1, where A is the coefficient of Fcr=A

√EIqsinα/r, which

is a general formula of the critical load for buckling of the tubular string in aninclined wellbore.

(3) Contact force between helically buckled tubular and wellbore

The contact force exerted by the helically buckled tubular string, on wellboreis considered to be the main cause of the locking-up of the tubular string. Thecontact force can be obtained by substituting Eq.38a into Eq.13. A simplifiedform of the contact force can be determined by omitting the high-orders ofsmall quantities.

n=(1-λcosα)2-95

Q0 sinα cosη-(

150

-725

cos2η

)sin2

α (43)

When α=0, the inclined wellbore degenerates into a vertical wellbore, and thedimensionless contact force changes into:

n=(1-λcosα)2 (44)

Furthermore, the actual contact force can be expressed as:

N=r (F0-qz)2

4EI=

rF2

4EI(45)

The form of this formula for the contact force, is the same as that for a weight-less tubular string buckled helically [Lubinski et al., (1962)], but the axial loadhere is variable instead of a constant.

6 Sample Calculation

The example problem [Mitchell (1997)] consists of a 2-7/8-in tubing(6.5 lbm/ft)buckled inside a 7 in casing(32 lbm/ft). For this case, q=0.640 lbf/in, I=1.61 in.4

and r=1.61 in. The calculated results are shown in table 2.

7 Conclusions

1. The equation for the buckling of a down-hole tubular in inclined wellbore,under the action of axial as well as torsional loads, has been developed. Thetubular buckling behavior has been illustrated by solving the strongly non-linear ordinary differential equation.

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The Post-Buckling Behavior of A Tubular String 33

Tabl

e1:

Com

pari

son

ofdi

ffer

entc

oeffi

cien

tsin

criti

call

oad

form

ula

Aut

hors

Met

hod

Sinu

soid

alTr

ansi

tion

Hel

ical

buck

ling

buck

ling

Daw

son

and

Pasl

ay(1

984)

Ene

rgy

met

hod

2∼W

uan

dJu

vkam

-Wol

d(1

994)

Ene

rgy

met

hod

23.

657∼

Mis

kaet

al(1

995,

1996

)E

nerg

ym

etho

d2∼

3.75

3.75∼

45.

657∼

Mitc

hell

(199

7)St

abili

tyof

num

eric

also

lutio

nof

buck

ling

equa

tion

2∼2.

832.

83∼

5.66

5.66∼

Thi

spa

per

Con

stra

intc

ondi

tion:

cont

actf

orce

sar

eno

nneg

ativ

e2∼

2.75

no2.

75∼

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34 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

Table2:B

ucklingcriteria

forsample

problem

Hole

an-gle

(de-grees)

Minim

umcritical

loadof

sinusoidalbuckling(lbf)by

Eq.20

Minim

umcritical

loadof

sinusoidalbuckling(lbf)by

Eq.25

Minim

umcritical

loadof

helicalbuck-

ling(lbf)byE

q.39

Minim

umcritical

loadof

helicalbuckling(lbf)

(Mitchell,1997)

00

00

010

3,6525,032

5,02110,329

306,197

8,5398,520

17,52850

7,67010,569

10,54521,694

708,495

11,70611,680

24,02790

8,76312,076

12,04924,786

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The Post-Buckling Behavior of A Tubular String 35

2. The analytical solution of the tubular buckling equation is obtained for a si-nusoidal configuration by using the Galerkin method.The minimum load forsinusoidal configuration to exist, is determined by assuming that the ampli-tude of sinusoidal configuration is equal to zero. The maximum load forthe sinusoidal configuration to exist, is determined by using the constraintcondition under which the contact force between the buckled tubular and thewellbore is nonnegative. The down-hole tubular string from the initial sinu-soidal buckling to its end can be located in an inclined wellbore by the criticalloads. Furthermore, the contact force between the tubular string buckled si-nusoidally, and the inclined wellbore has been obtained. Thus, the entiresinusoidal buckling behavior of a down-hole tubular string in an inclinedwellbore can be described quantitatively.

3. The perturbed solution of the buckling equation, for a helical buckling con-figuration, has been obtained by using a nonlinear scaling perturbation method,and the corresponding critical buckling load is determined by using the con-straint condition under which the contact force between the buckled tubularstring and inclined wellbore is nonnegative. The results show that there is al-most no transition from a sinusoidal configuration to a helical configurationfor the buckled tubular string, in an inclined wellbore.

4. The analytical solutions are in good accordence with the corresponding nu-merical results, for the down-hole tubular buckling equation, in an inclinedwellbore.

Acknowledgement: The authors gratefully acknowledge the financial support ofthe Natural Science Foundation of China (NSFC, 51221003). This research is alsosupported by the other projects (Grant numbers: 2011A-4208, 2010CB226703,2011ZX05009).

Reference

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Gao, D. L.; Liu, F. W. ; Xu, B. Y. (1998): An analysis of helical buckling of longtubular strings in horizontal wells. Proceedings of the International Oil & GasConference and Exhibition in China(IOGCEC), SPE 50931, 517–523.

Gao, D. L.; Liu, F. W.; Xu, B. Y. (2002): Buckling behavior of pipes in oil andgas wells. Progress in Natural Science. 12(2): 126-130.

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36 Copyright © 2013 Tech Science Press CMES, vol.90, no.1, pp.17-36, 2013

Huang, N.C.; Pattillo, P.D. (2000): Helical buckling of a tubular string in aninclined wellbore. International Journal of Non-Linear Mechanics, 35: 911–923.

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Lubinski, A.; Althouse, W.S.; Logan, J.L. (1962): Helical buckling of tubingsealed in packer. JPT, 14(6): 655-667

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Miska, S.; Qiu, W. Y.; Volk, L. (1996): An improved analysis of axial force alongcoiled tubing in inclined/horizontal wellbores. Paper SPE 37056 presented at the1996 SPE International Conference on Horizontal Well Technology, Calgary, 18-20 Nov 1996: 207–214.

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