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ORAL REFERENCE: FT588
FATIGUE ON DRILL STRING CONICAL THREADED CONNECTIONS,
TEST RESULTS AND SIMULATIONS
L. Bertini1, M. Beghini1, C. Santus1, and A. Baryshnikov2
1DIMNP - Dipartimento di Ingegneria Meccanica Nucleare e della Produzione - Universit a di Pisa.
Via Diotisalvi n.2, Pisa. 56100 - Italy.2ENI S.p.A. - San Donato Milanese (MI) - Italy.
ABSTRACT
The paper is concerned with fatigue life of drill string threaded connections used in Oil drilling technology.
Full scale tests, finite element simulations and discussion of fatigue models are reported.
Full scale fatigue tests were performed at the University of Pisa. Two kinds of not standard fatigue test rigs
are proposed for different geometry and connection constructions, both exploiting near resonance conditions
induced in the specimens to get the overall structure not loaded and test time reduced.
Finite element analyses were performed to get an interpretation of tests and particular care was devoted to
model the connection presetting and the following fatigue loading.
Prediction of the specimen fatigue life was performed to reproduce test results and different approaches are
proposed. Basic material resistance properties were previously produced to apply fatigue models.Some limitations in prediction were observed, in particular due to high mean stress generated at notched
nucleation sites and also not clear demarcation between nucleation and propagation in full scale tests.
KEYWORDS:
full scale tests, fatigue life prediction, drill string threaded connections, finite element simulations.
1 INTRODUCTION
Oil drilling typically employs long hollow drill string to reach the production area [1]. Fatigue damage in drill
string is a well known issue in oil drilling technology, recording more than 50% failures [2]. Since failures
entails the lost of the drilling site, drill string failures are time consuming and very costly.
Failure usually results from material fatigue aggravated by the corrosive environment, improper equipment
handling, excessive rotational speeds or loading. Coupling of various damage conditions reduces dramatically
the fatigue life of the string. In particular, corrosion effect is a key factor [3, 4] primarily related to hydrogen
sulfide (H2S) which can drastically reduce or eliminate the endurance limit.
Full Scale fatigue tests (i.e. tests on real components) are therefore strategic for oil drilling companies. Indeed
devices for drilling elements fatigue tests have been recently proposed based on four points bending scheme
[5].
Connections between elements working for long periods in deviated wells or experiencing buckling tilting plus
bending lateral vibration [6] are the drill string typical locations of fatigue damage.
To connect drill string elements in situ conical shouldered threaded connections are used (briefly named as
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rotary shouldered connections). Pin and Box components and their usual locations for fatigue damage, are
showed in Fig.1(a) [7]. In the typical construction, schematically depicted in Fig.1(a), the connection end (tool
joint) is fixed to the pipe through stir welding. The whole component is made by low alloy steels for heat
treatment [7].
The paper mainly considers these components. However, the construction of Fig.1(b) is considered as well,
referred to ISO standard [8]. The aluminum pipe element is connected to the steel connection through a steel-
aluminum threaded connection which is not broken out during the operation.
(a)
Box fatigue
locationPin fatigue
location
(b)
steel
Fatigue location Fatigue location
Boxside
alluminum steel alluminum
Pin side
Figure 1: (a) Fatigue locations in steel construction. The root of the Last Engaged Thread is the weakest
point in fatigue, both for Pin and Box. (b) Fatigue locations in aluminum construction. The end of the steel-
aluminum connection is the typical fatigue nucleation site.
Full scale fatigue tests were carried out through a cooperation between University of Pisa andENIoil company.
Results are divided in the two experimental activities regarding:
steel heavy construction [9, 10], Fig.1(a);
aluminum light construction, Fig.1(b).
A brief description of the test equipments and interpretation of results is proposed by means of numerical sim-
ulations, through Finite Element (FE), to find a good approximation of the stress state at the fatigue nucleation
site, and fatigue model to predict fatigue life.
In the scope of Oil Drilling applications, fatigue life mainly concerns with High Cycle Fatigue (HCF). WhenStress Life and Strain Life produce similar results, as widely stated in the literature [11, 12]. Stress life ap-
proach (and related nomenclature) is followed in the present paper. Basic material fatigue strength was eval-
uated through small scale tests, therefore fatigue models applied. Indeed a well calibrated fatigue analytical
model is a powerful tool if accurate fatigue life prediction is required on components of similar construction,
to reduce the number of expensive and time consuming full scale tests. Furthermore, if the material and tech-
nological process are the same, only numerical calculations need to be re-run.
A deeper investigation on the local effective stress state, and the analysis of factors influencing material fatigue
strength, leads to a very useful understanding of possible improvements to enhance fatigue strength.
2 FULL SCALE FATIGUE TESTS
2.1 Steel heavy construction
In this section tests related to the construction introduced in Fig.1(a) are reported, in which fatigue crack nu-
cleates at the thread roots.
The material used is a Chromium Molybdenum tempering steel as defined by API standard [7], which has
basically the same composition and heat treatment of AISI 4145H steel.
Main specimen dimensions are Outside Diameter OD = 88.9[mm], Inside Diameter ID = 38.1[mm] and Spec-imen Length SL = 1.5[m].By means of a bending test rig, designed and manufactured at the Mechanical Department of Pisa University,
full scale tests were carried out on specimens obtained from a pipe segment including a connection. The testmachine induces alternating (not rotating) bending load, as shown schematically in Fig.2. The nominal stress
distribution, with maximum 0, is referred as the load applied remotely from connection zone.
In Fig.3(a) the test rig is showed and in Fig.3(b) it shows how alternating bending is applied to the specimen.
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Alternating Bending
0 0
Figure 2: Sketch of the specimen and the load applied remotely in alternating bending condition, and the
nominal bending stress with max value 0
(a)
Bending arms SpecimenRotating masses Strain gauge
1 m
(b)
F
t
F
t
-
Specimen
Rotating eccentric masses
--
Bending armBending arm
F2
Zt
de
H
Figure 3: (a) Pictures of the Test Rig and specimen location. (b) Test rig operation working.
Rotating eccentric masses, at the top of two bending arms, can be shifted in phase and alternating bending
amplitude can be tuned.
The test rig operates at a frequency which is near, a little bit lower, to the first resonance of the specimen dy-
namic system in which the specimen is the spring and the arms the inertial masses. At this condition eccentric
masses excitation is strongly amplified, therefore high alternative bending moment is induced in the specimen
by means of little masses.
Closed-loop control is applied through strain gauges that measure longitudinal strain far from the thread zone.
Further information about the test rig are reported in [9].
It is well known that fatigue life is due to Crack Nucleation plus Crack Propagation. In full scale tests, propa-
gation time can not be neglected as compared to nucleation time, in particular for tough materials [11]. Thus,
nucleation and total fatigue life need to be distinguished. In the performed tests, specimens were not inspectedduring the test, but their dynamic behavior was monitored. In the first part of the test, while the specimen
is flawless (or the crack is small), dynamic response is steady, on the contrary when a big enough crack is
present, dynamic behavior changes.
The Fast Fourier Transform (FFT) was applied to analyze the strain signals. Unless the specimen was signif-
icantly damaged, the amplitude of the first harmonic is uppermost than the second. Therefore as symptom of
fatigue crack presence, second harmonic is compared to the first until it starts to get predominant. Therefore
it is possible to understand that the dimension of the crack, to be detected through dynamic global response,
is quite large (around half the thickness of the pipe wall) then a remarkable portion of the fatigue propagation
is included in the life which is experimentally detected as nucleation. In the following, to highlight this issue,
the term experimental nucleation will be used.
In Tab.1 a summary of the experimental results about the full scale fatigue tests is reported.Test results are also reported in Fig.4 as S-N curve for alternating bending load, showing the typical linear
correlation between nominal bending stress 0 and number of cycles to failure (or to experimental nucleation)
in log-log scales, but here reported in semi-log scales.
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Table 1: Steel connection full scale fatigue test results.
Alt. Stress Exp. nucleation Fatigue life Failure mode
0[MPa] [cycles] [cycles]
50 > 10 106 > 10 106 Run out
55 2.95 106 5.915 106 Pin side
60 1.75 106 5.034 106 Pin side
70 1.77 106 3.39 106 Pin side
70 1.54 106 4.085 106 Pin side80 0.829 106 1.32 106 Pin side
90 0.390 106 0.860 106 Pin side
100 0.180 106 0.550 106 Pin side
(a)
105
106
107
108
0
20
40
60
80
100
120
cycles
0
[MPa]
Exp. nucleationFatigue lifeExp. nucleation fit lineFatigue life fit line
(b)
Figure 4: (a) Fatigue test results for the steel connection, (b) Pin fatigue failure surface.
2.2 Aluminum light construction
The aluminum light construction is briefly introduced in Fig.1(b).
The alloy used for pipe is defined in ISO standard [8] and is basically an artificially aged Al-Zn alloy similarto AA7014-T6.
Specimen dimensions are Outside Diameter OD = 147[mm], Inside Diameter OD = 107[mm] and SpecimenLength SL = 3.7[m]. where OD and ID dimensions are related to the aluminum section.Test rig designed and manufactured at Mechanical Department of Pisa University is shown in Fig.5.
(a)
Aluminum
pipe
Steel
connection
Fatigue
section
Fatigue
sectionAluminum
pipe
0.5 m
Steel
connection
Strain
gauge
(b)
X
Y
Z
Deformed shape
Undeformed shape
Fix
point 2
Fix
point 1
Eccentric rotating
mass
Specimen prop
at fix points
Figure 5: (a) Picture of the connection to test. (b) Vibration induced in the specimen.
It is worth noting that displacements in Fig.5(b) are strongly amplified for graphical reason, and that the
specimen is not rotating, but rotating bending is induced.
Fatigue crack nucleates at the end section interface between steel and aluminum pipe. Fatigue test results are
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reported in Fig.6 along with crack surface at the fracture section.
(a)10
5
106
107
108
0
20
40
60
80
100
120
140
cycles
0
[MPa]
TestsFit line
(b)
Figure 6: (a) Fatigue test results for aluminum light construction. (b) Fatigue crack surface at the fracture
section.
Propagation was a significant portion of fatigue life for steel connection tests, on the contrary, aluminumconnection test propagation life can be neglected compared to whole fatigue life, basically for two reasons:
1. specimen wall thickness is smaller,
2. aluminum alloy has lower toughness.
Therefore the dynamic behavior of the specimen remains steady up to the end of the test, and no macroscopical
evidence of the crack can be obtained. For this reason, fatigue life experimentally detected is mainly nucleation
life.
3 FINITE ELEMENT ANALYSES
3.1 Threaded steel connection
Finite Element (FE) simulations have been developed in order to evaluate the stress-strain at the connection
critical points where fatigue failures were detected.
Taking into consideration a cylindrical frame with z axis along the axis, some insight on stress state are given
in the following. If thread helix angle and thread conical shape are neglected, cylindrical frame axis are stress
principal directions at the thread root location, then r, , and z are principal stresses under both axial or
bending load. At the thread root location, stress state features:
r = 0z > > 0
r = rz = z = 0(1)
Moreover under prevailing elastic strain, since the the fillet radius is small as compared to the distance to the
axis, almost plane strain conditions locally arise:
z (2)
As a consequence, threaded connections was modeled by a plane (bi-dimensional) Axi-Symmetric geometry
[13], under the following assumptions:
thread helical angle neglected, threads modeled as multiple rings;
torsional and tangential loads neglected;
after the plasticity induced by the first loading ramp, elastic shakedown is assumed.
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With this model only axial and bending loads can be considered on the connection. It is remarkable that
pure bending in a circular geometry can be correctly modeled in elastic conditions by means of 2D Harmonic
elements. As harmonic analysis is based on the linearity of the problem any non-linearity (such as local
yielding) could not be modeled. However this limit can be overcome by a proper sequence of FE analyses, as
hereafter shown, and bending FE fatigue assessment can be accurately performed also with a bi-dimensional
model.
The bi-dimensional model is shown in Fig.7. The material was modeled as linear elastic far from stress
concentration since yield could not be reached, while it is modeled as Elastic-Plastic where material was
supposed to reach yield point, see Fig.7(b).For the elastic-plastic material, bilinear stress-strain curve was assumed with kinematic hardening rule.
Constraint equation have been used, Fig.7(c), since the contact is not supposed to be lost due to make up
presetting. Then contact non linearity is avoided.
(a)
X
Y
Z
Axial
simmetry
Box
Pin
(b)
Elasto-
Plastic
material
model
Perfect
elastic
material
model
(c)
Element
discretization
at thread root
Bonded
contact
condition
Figure 7: Bi-dimensional model featuring: (a) Axial symmetry. (b) Elastic-plastic material model (only elastic
in Harmonic model). (c) Bonded contact at thread edges, and fine discretization at thread roots.
Due to the high make up presetting, during rotating (or alternating) bending the material at the thread root
experiences stress fluctuations at high tensile mean stress. In this conditions mean stress relaxation occurs,
so this feature should be included in the constitutive material model. As a complete knowledge of these
properties were not achieved, monotonic curve was considered. Presently, the authors are investigating the
cyclic properties of the material to propose a more accurate model on stress-strain state at fatigue locations.
Load cases (or load steps) needed to be considered in the analysis are:
1. Make up presetting: make up produces quite high stress, so plastic strain arises at the roots of the
last engaged threads of the pin elements. Axi-Symmetric model along with Elastic-Plastic hardening
material was used at this stage. Interference at the shouldered face (or stop face) was imposed to induce
an axial load equivalent to that produced by make up torque presetting.
2. Application of external axial stress, simulating bending load after presetting: far field axial stress
was applied after load case 1. Stress imposed equals the value of the far field bending stress at the last
engaged root radial position. At thread root an increment of plastic strain can be observed during this
phase. The highest tensile condition is reached;
3. Alternating stress with elastic model: after experiencing previous load cases, the material is cyclicallyloaded remaining in elastic conditions (elastic shakedown). Therefore, alternate stress state, to be super-
imposed, can be calculated independently through Harmonic linear analysis, performed with 2D Fourier
elements.
Stress state, at the last engaged thread root after load cases 2 and 3 is reported in Fig.8.
It is worth noting that for the elastic-plastic solution, maximum stress can be found at a point located under
the thread surface due to the plastic strain [14]. However the maximum stress range under variable bending is
located at the thread root surface, due to elastic stress concentration.
3.2 Conical shoulder aluminum connection
In this case thread roots are not nucleation site basically because the outer steel connection, much stiffer than
the aluminum pipe, produce a strong shielding for bending stress at inner threads. The issue is described in
Fig.9(a), while in Fig.9(b) the stress field is reported.
As the stress at the shoulder is singular if no fillet is modeled, the elastic model point does not give sound
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(a)
Stress
path
(b)
0 1 2 3 40
300
600
900
1200
1500
0 1 2 3 40
0.002
0.004
0.006
0.008
0.01
Stress path coordinate [mm]
Stresses[MPa] pl
z
r
Equ
ivalentplasticstrainpl
Figure 8: (a) Axial stress component (z) at the Pin last engaged thread root after load cases 1 and 2. (b)
Principal stress components and equivalent elastic strain along the thread root path. It is worth noting how
stress gradients are smoothened by yielding.
(a)
Undeformed
Exagerated bending
deformation
Strong stiffness drop
(b)
Stress raiser
point
Aluminum-steel interface,
fretting nucleation induced
Figure 9: (a) Deformation (exaggerated) of the aluminum-steel interface, the strong drop of stiffness produces
stress intensification. (b) Stress state at the fatigue nucleation site.
information. The Theory of Critical Distance (TCD) was then applied to bypass this problem [15], in particular
for fretting conditions, as in the present case, the crack analogy [16] should be used in order to identify a
parameter able to describe fretting damage. The results of this analysis is in an early stage and no definitiveconclusions can be stated.
4 FATIGUE LIFE MODELS
Steel connection results, reported in Tab.1, are discussed in the following. Fatigue models are applied in order
to give an interpretation of full scale tests, indeed it is very useful to understand the limitations that can arise
from fatigue life calculation.
From numerical results obtained through FE, stress state is known at the root of last engaged thread both Pin
and Box for each full scale test in Tab.1. Reported tests only account for Pin failures, however for different
geometry Box failures can be found as well.In order to reproduce experimental conditions, the fatigue model needs to consider the following issues:
finite life prediction is needed, instead of fatigue limit only;
thread root stress state is biaxial, as reported in Eq.1;
notch effect is clearly playing a significant role, since stress gradient at the thread root is quite strong, as
shown in Fig.8;
thread root machined surface is important in the nucleation process;
mean stress effect needs to be considered. The make up presetting at the connection coupling induceshigh tensile stress in particular at the Pin last engaged thread root, as shown in Fig.8.
Regarding the last issue, two different models were considered:
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1. Gerbermodel, in which mean stress effect is accounted for by a parabolic relation between alternate and
mean stress [11];
2. Smith Watson and Topper(SWT) model, in which an equivalent fully reversed stress is considered [12].
Details of the fatigue models can be found in [17]. To determine basic material fatigue data, small scale tests
were performed on specimens extracted from real components, to let them be representative of metallurgical
conditions Fig.10(a) and surface state effect Fig.10(b).
-
Figure 10: Small scale specimen extracted from real components (left) for obtaining basic fatigue properties
and small scale specimen used for evaluating the surface state effect (right).
4.1 Fatigue prediction results
In Fig.11 Pin and Box sites stress condition, for each tested connection, are reported along with material fatigue
Gerber model.
(a)
0 200 400 600 800 10000
100
200
300
400
500
Eq. mean stress
Eq.a
lternatestress
Failures
No failures
Run out
FatigueLimit
105 cycles
104 cycles
0
Pin stress stateBox stress state
(b)
103
104
105
106
107
103
104
105
106
107
Gerber model prediction [cycles]
Exp.nucle
ation
[cycles]
Tests
Figure 11: (a) Equivalent stress state at Pin and Box locations. (b) Comparison between predicted nucleation
(Gerber model) and experimental nucleation.
The following conclusions can be stated:
the mean stress at the Pin location is larger than at the Box, this is due to the connection make up;
for the Pin the higher alternate bending nominal load (0) the higher is the alternate stress but the lower
the mean stress, this is due to the local yielding of the material at the thread root;
for the Box the higher alternate external load 0, the higher are both alternate and mean stresses, since
no local yielding of the material is obtained at the thread root;
for each test, Pin site is in a worse condition as compared to the Box one.
The prediction of the SWT model is reported in Fig.12(a). In Fig.12(b) Gerber and SWT models are compareddemonstrating that they produce similar predictions, which almost coincide near the fatigue limit conditions.
A wide mismatch seems to be obtained against experimental results, however it is important to remember
that nucleation vs. propagation is strongly related to fatigue crack dimension resolution which is available.
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(a)
104
105
106
107
104
105
106
107
SWT model prediction [cycles]
Exp.n
ucleation[cycles]
Tests
(b)
103
104
105
106
107
103
104
105
106
107
Gerber model prediction [cycles]
SWTmodelprediction[cycles]
Tests
Figure 12: (a) Comparison between predicted nucleation (SWT model) and experimental nucleation. (b)
Comparison between the two analytical models.
In the tests here reported, nucleation was considered as the condition on whole structure dynamic behavior,
as previously discussed. It is obvious that the minimum detectable crack is quite large, estimated about fewcentimeters. For this reason experimental nucleation (as considered in the paper) includes a quite remarkable
portion of propagation. Thus, it is conceivable that experimental cycles are much higher then predicted.
Even this is a conservative condition the mismatch is too wide and then a propagation calculation should be
performed.
5 DISCUSSION AND CONCLUSIONS
In the paper two kinds of resonant fatigue rigs for testing drilling elements were presented, along with real
component (full scale) test results. FE analysis were proposed to evauate stress state at the nucleation sites. Fi-
nally fatigue models were applied to match experimental results with calculation starting from FE simulations
and material fatigue strength.
For the steel connection the following indications were obtained:
high tensile mean stress induced by the connection make up presetting leads to Pin failures instead of
Box failure and this is correctly predicted by the model;
the high crack toughness of the Chromium Molybdenum alloy steel, used for these connections, offers
an extended service life before a large fatigue crack is produced in the connection;
this damage tolerance is indeed strongly appreciated from an engineering point of view, but it produces
a wide mismatch from nucleation predicted life and test results.
To better understanding the limits of the calculation it is also useful to introduce the following issues in future
analyses:
the presetting stress state, applied to the connection, is known with not enough accuracy since friction
play a significant role during make up operation. Since mean stress effect is very important, prediction
accuracy is affected;
the material experiences relaxation at high mean stress, then monotonic curve is not the best way to
model the stress strain behavior. A complete cyclic-properties characterization of the material is neces-
sary.
According to these intrinsic losses of accuracy the bi-dimensional model can be considered adequate to the
precision expected.
The following steps to better predict connections fatigue life are going to undertaken:
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experimental nucleation life needs to be better resolved, otherwise fatigue life data to be matched is
known with little accuracy itself;
relaxation can be investigated through small specimens and properly modeled in the FE analysis.
Therefore full scale fatigue tests are required since these issues can strongly reduce calculation a priori relia-
bility. However after running a sequence of full scale tests the analytical fatigue model can be calibrated and
applied with more confidence to similar components.
ACKNOLEDGEMENTS
The authors are grateful to ENI S.p.A., for founding the research, and technically supporting each phase of the
study.
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